Bank of New York Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
Bank of New York Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of New York Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of New York Mellon Salaries. You can even request information on how much does Bank of New York Mellon pay if you want to. Learn about salaries, pros and cons of working for Bank of New York Mellon directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,316 Bank of New York Mellon employees in database. Find out everything there's to know about Bank of New York Mellon employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of New York Mellon Employees
Employee
Years
Job
Industry
Rob Cheriakalath John Rob Cheriakalath John's Bank of New York Mellon Experience August 2003 - February 2006
Job CoFounder/CEO, Eventide Asset Management, adviser to Eventide Mutual Funds
Industry Investment Management
Experience
Eventide Asset Management November 2007 - Present
Grant Thornton, LLP February 2006 - May 2007
Bank of New York Mellon August 2003 - February 2006
Skills
Investments, Asset Managment, Strategic Financial..., Mutual Funds, Portfolio Management, Equities, Wealth Management, Investment Management, Financial Analysis, Financial Advisory, Investment Advisory, Securities, Financial Modeling, Asset Allocation, Investment Strategies, Asset Management, Strategy, Finance, Financial Planning
Education
Tufts University 1999 — 2003
Bachelor of Arts, Economics
Tufts University 1999 — 2003
economics, economics
Eventide Asset Management November 2007 - Present
Grant Thornton, LLP February 2006 - May 2007
Bank of New York Mellon August 2003 - February 2006
Skills
Investments, Asset Managment, Strategic Financial..., Mutual Funds, Portfolio Management, Equities, Wealth Management, Investment Management, Financial Analysis, Financial Advisory, Investment Advisory, Securities, Financial Modeling, Asset Allocation, Investment Strategies, Asset Management, Strategy, Finance, Financial Planning
Education
Tufts University 1999 — 2003
Bachelor of Arts, Economics
Tufts University 1999 — 2003
economics, economics
Jorge Friguls, MBA, AIF Jorge Friguls, MBA, AIF's Bank of New York Mellon Experience October 2004 - July 2007
Job Investment Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2007 - Present
Bank of New York Mellon October 2004 - July 2007
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Asset Allocation, Financial Analysis, Equities, Research, Microsoft Office, Series 7, Series 63, Series 65
Education
University of Central Florida 2009 — 2010
MBA
University of Central Florida 2000 — 2004
Finance
Lake Mary High School
The Newport Group July 2007 - Present
Bank of New York Mellon October 2004 - July 2007
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Asset Allocation, Financial Analysis, Equities, Research, Microsoft Office, Series 7, Series 63, Series 65
Education
University of Central Florida 2009 — 2010
MBA
University of Central Florida 2000 — 2004
Finance
Lake Mary High School
Mikhail Sorokin, MBA, PMP Mikhail Sorokin, MBA, PMP's Bank of New York Mellon Experience October 2007 - November 2008
Job Project Manager at NetCracker Technology
Industry Information Technology and Services
Experience
NetCracker May 2012 - Present
Convergys July 2010 - April 2012
New Centurion Ent. December 2008 - January 2010
Bank of New York Mellon October 2007 - November 2008
New Centurion Ent. October 2006 - October 2007
Skills
PMP, MS Project, Vendor Management, Software Project..., Leadership, Strategic Planning, Finance, Program Management, Process Improvement, Microsoft Project, Excel, Financial Analysis, Customer Relations, Crystal Reports, CRM, ICOMS, BSS/OSS, Project Management, PMO, Business Process..., SDLC, IT Service Management, Cross-functional Team..., Earned Value Management, SPI
Education
University of Central Florida - College of Business Administration 2010 — 2011
MBA, Business
State University of New York at Oneonta 2003 — 2007
BS, Business Economics
NetCracker May 2012 - Present
Convergys July 2010 - April 2012
New Centurion Ent. December 2008 - January 2010
Bank of New York Mellon October 2007 - November 2008
New Centurion Ent. October 2006 - October 2007
Skills
PMP, MS Project, Vendor Management, Software Project..., Leadership, Strategic Planning, Finance, Program Management, Process Improvement, Microsoft Project, Excel, Financial Analysis, Customer Relations, Crystal Reports, CRM, ICOMS, BSS/OSS, Project Management, PMO, Business Process..., SDLC, IT Service Management, Cross-functional Team..., Earned Value Management, SPI
Education
University of Central Florida - College of Business Administration 2010 — 2011
MBA, Business
State University of New York at Oneonta 2003 — 2007
BS, Business Economics
Ashley Moffatt Ashley Moffatt's Bank of New York Mellon Experience January 2007 - August 2013
Job BNY Mellon Capital Markets, LLC
Industry Capital Markets
Experience
Bank of New York Mellon January 2007 - August 2013
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Finance and Economics
Bank of New York Mellon January 2007 - August 2013
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Finance and Economics
Seth Kidd's Bank of New York Mellon Experience July 2009 - June 2011
Job Associate at Jefferies
Industry Investment Banking
Experience
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Jeremiah Dillard Jeremiah Dillard's Bank of New York Mellon Experience March 2001 - Present
Job Database Administrator at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon March 2001 - Present
Education
University of Delaware 1995 — 2002
Bachelor of Arts (BA), Art
Bank of New York Mellon March 2001 - Present
Education
University of Delaware 1995 — 2002
Bachelor of Arts (BA), Art
Jeffrey Biernat Jeffrey Biernat's Bank of New York Mellon Experience 2005 - 2011
Job CEO | Unique Money Management. Independent Advice.
Industry Financial Services
Experience
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Michael Zavoluk Michael Zavoluk's Bank of New York Mellon Experience January 2001 - March 2010
Job Accomplished Business Analyst ★ Who Implements Solutions & Produces CostSavings★ Innovator ➡ Looking To Make An Impact
Industry Capital Markets
Experience
In Transition January 2015 - Present
PNC June 2014 - November 2014
WBCB September 2012 - April 2013
Bank of New York Mellon January 2001 - March 2010
AT&T January 1996 - January 2001
Skills
Data Analysis, Teaming, Financial Reporting, Process Improvement, Forecasting, Excel, PowerPoint, Problem Solving, Word, Financial Analysis, Analysis, Business Analysis, Experienced Business..., Business Planning, Business Process..., Business Transformation, Financial Modeling, E-commerce, Department Budgeting, Cross-functional..., Analytic Problem Solving, Complex Project..., Strategic Influence, Business Operations, Deliverables, Software Documentation, NAV, Financial Statement..., Swaps, Troubleshooting, InvestOne, Technical Documentation, Professional..., Performance Improvement, Team Leadership, Financial Services, Cross-functional Team..., Microsoft Word, Management, Microsoft Excel, Investments, Training, Leadership, Strategy, Finance, Project Management, Customer Service, Human Resources
Education
Villanova University 2013 — 2014
Business Analysis/Intelligence Certifications, Business Analysis, 4.0 GPA
Westwood College of Technology 2010 — 2011
MBA, E-Business, 3.97
University of Delaware 1991 — 1995
BS, International Finance
In Transition January 2015 - Present
PNC June 2014 - November 2014
WBCB September 2012 - April 2013
Bank of New York Mellon January 2001 - March 2010
AT&T January 1996 - January 2001
Skills
Data Analysis, Teaming, Financial Reporting, Process Improvement, Forecasting, Excel, PowerPoint, Problem Solving, Word, Financial Analysis, Analysis, Business Analysis, Experienced Business..., Business Planning, Business Process..., Business Transformation, Financial Modeling, E-commerce, Department Budgeting, Cross-functional..., Analytic Problem Solving, Complex Project..., Strategic Influence, Business Operations, Deliverables, Software Documentation, NAV, Financial Statement..., Swaps, Troubleshooting, InvestOne, Technical Documentation, Professional..., Performance Improvement, Team Leadership, Financial Services, Cross-functional Team..., Microsoft Word, Management, Microsoft Excel, Investments, Training, Leadership, Strategy, Finance, Project Management, Customer Service, Human Resources
Education
Villanova University 2013 — 2014
Business Analysis/Intelligence Certifications, Business Analysis, 4.0 GPA
Westwood College of Technology 2010 — 2011
MBA, E-Business, 3.97
University of Delaware 1991 — 1995
BS, International Finance
Michael Willson, CIA, CFE, CFSA Michael Willson, CIA, CFE, CFSA's Bank of New York Mellon Experience April 2012 - Present
Job Senior Fund Accountant at The Bank of New York Mellon
Industry Accounting
Experience
Pershing, a BNY Mellon company September 2015 - Present
Bank of New York Mellon April 2012 - Present
Bank of New York Mellon July 2008 - April 2012
Bank of New York Mellon November 2007 - July 2008
The Walt Disney Company 2002 - 2007
Target 1998 - 2000
Skills
Financial Analysis, Accounting, Asset Management, Microsoft Office, Equities, Investments, ETFs, Mutual Funds, Portfolio Management, Derivatives, Microsoft Excel, Financial Reporting, Access, Account Reconciliation, Finance, Fund Accounting, Risk Management, Hedge Funds, PowerPoint, Outlook, Microsoft Word, Time Management, Customer Service
Education
Webster University 2010 — 2012
Master of Business Administration (M.B.A.), General, 3.6/4.0
Peru State College 2013 — 2015
Bachelor's Degree, Accounting, 3.6/ 4.0
University of Central Florida 2000 — 2006
Bachelor's Degree, Managment, 2.9/4.0
Pershing, a BNY Mellon company September 2015 - Present
Bank of New York Mellon April 2012 - Present
Bank of New York Mellon July 2008 - April 2012
Bank of New York Mellon November 2007 - July 2008
The Walt Disney Company 2002 - 2007
Target 1998 - 2000
Skills
Financial Analysis, Accounting, Asset Management, Microsoft Office, Equities, Investments, ETFs, Mutual Funds, Portfolio Management, Derivatives, Microsoft Excel, Financial Reporting, Access, Account Reconciliation, Finance, Fund Accounting, Risk Management, Hedge Funds, PowerPoint, Outlook, Microsoft Word, Time Management, Customer Service
Education
Webster University 2010 — 2012
Master of Business Administration (M.B.A.), General, 3.6/4.0
Peru State College 2013 — 2015
Bachelor's Degree, Accounting, 3.6/ 4.0
University of Central Florida 2000 — 2006
Bachelor's Degree, Managment, 2.9/4.0
Roberta Patterson Roberta Patterson's Bank of New York Mellon Experience November 2009 - September 2011
Job Business System Analyst at Fiserv EFT
Industry Financial Services
Experience
Fiserv EFT December 2013 - Present
United Parcel Service May 2013 - December 2013
Verizon Wireless May 2011 - October 2012
Bank of New York Mellon November 2009 - September 2011
Express Scripts April 1999 - April 2009
Medco April 1999 - October 2001
Dun & Bradstreet February 1997 - December 1998
DUN & BRADSTREET January 1994 - January 1998
Skills
Software Project..., CICS, Application Architecture, MQ, COBOL, Software Development, Software Design, SQL, Logical Data Modeling, DB2/SQL, Waterfall, IBM Mainframe, Application Design, Syncsort, QMF, Fileaid, JCL, Procs, IBM Utilities, Intertest, xpediter, SPUFI, Endevor, VSAM, TSO, CMS, Healthcare, Manufacturing, Order Entry, Mainframe Applicaton..., z/OS, Easytrieve, Process Improvement, Message Queue, Endeavor, Requirements Analysis, Databases, DB2, Agile Methodologies, Commercial Banking, Expediter, Microsoft Office, SDLC
Education
Union County College 1984 — 1988
Associate of Arts, Business Computer Information Systems
Chubb 1980 — 1982
Certificate, Business/Computers
Fiserv EFT December 2013 - Present
United Parcel Service May 2013 - December 2013
Verizon Wireless May 2011 - October 2012
Bank of New York Mellon November 2009 - September 2011
Express Scripts April 1999 - April 2009
Medco April 1999 - October 2001
Dun & Bradstreet February 1997 - December 1998
DUN & BRADSTREET January 1994 - January 1998
Skills
Software Project..., CICS, Application Architecture, MQ, COBOL, Software Development, Software Design, SQL, Logical Data Modeling, DB2/SQL, Waterfall, IBM Mainframe, Application Design, Syncsort, QMF, Fileaid, JCL, Procs, IBM Utilities, Intertest, xpediter, SPUFI, Endevor, VSAM, TSO, CMS, Healthcare, Manufacturing, Order Entry, Mainframe Applicaton..., z/OS, Easytrieve, Process Improvement, Message Queue, Endeavor, Requirements Analysis, Databases, DB2, Agile Methodologies, Commercial Banking, Expediter, Microsoft Office, SDLC
Education
Union County College 1984 — 1988
Associate of Arts, Business Computer Information Systems
Chubb 1980 — 1982
Certificate, Business/Computers
Brad Mitchell Brad Mitchell's Bank of New York Mellon Experience 1988 - 1991
Job Chief Executive Officer at Quality Oil Tools
Industry Oil & Energy
Experience
Quality Oil Tools May 2013 - Present
Energia Tejas LLC April 2008 - Present
Acute Technological Services, Inc. 2006 - 2009
Roberts Markel, P.C. 1993 - 2006
Bank of New York Mellon 1988 - 1991
Skills
Private Equity, Energy, Mergers & Acquisitions, Oil and Gas Exploration..., Oilfield Services, Commercial Diving..., Oil and Gas Law, Oilfield, Oil& Gas, Mergers, Pipelines, Petroleum, Energy Industry, Natural Gas, Gas, Joint Ventures, Shale, BOLO, Reservoir Engineering, Upstream, Petroleum Geology, Seismology, Business Development, Downstream Oil & Gas, Subsea Engineering, Midstream, Completion, Engineering, Oil & Gas Exploration, Division Orders, Reservoir Management, Petra, Due Diligence, Oil/Gas, Geology, Drilling, Metal Fabrication, Onshore, Oil & Gas Industry, Titles, Field Development, Completions, Divestitures, Title Opinions, Mineral Rights, A&D, Title Searches, Strategy, Reserves, Petroleum Engineering
Education
University of Tulsa College of Law 1994 — 1997
J.D.
University of Delaware 1991 — 1994
MA
University of Delaware 1986 — 1990
BA
Quality Oil Tools May 2013 - Present
Energia Tejas LLC April 2008 - Present
Acute Technological Services, Inc. 2006 - 2009
Roberts Markel, P.C. 1993 - 2006
Bank of New York Mellon 1988 - 1991
Skills
Private Equity, Energy, Mergers & Acquisitions, Oil and Gas Exploration..., Oilfield Services, Commercial Diving..., Oil and Gas Law, Oilfield, Oil& Gas, Mergers, Pipelines, Petroleum, Energy Industry, Natural Gas, Gas, Joint Ventures, Shale, BOLO, Reservoir Engineering, Upstream, Petroleum Geology, Seismology, Business Development, Downstream Oil & Gas, Subsea Engineering, Midstream, Completion, Engineering, Oil & Gas Exploration, Division Orders, Reservoir Management, Petra, Due Diligence, Oil/Gas, Geology, Drilling, Metal Fabrication, Onshore, Oil & Gas Industry, Titles, Field Development, Completions, Divestitures, Title Opinions, Mineral Rights, A&D, Title Searches, Strategy, Reserves, Petroleum Engineering
Education
University of Tulsa College of Law 1994 — 1997
J.D.
University of Delaware 1991 — 1994
MA
University of Delaware 1986 — 1990
BA
Alakh Niranajan Singh, CFA® Alakh Niranajan Singh, CFA®'s Bank of New York Mellon Experience March 2007 - February 2008
Job Investment Performance, Attribution and Manager Evaluation Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
EXL Service June 2014 - April 2015
Deutsche Bank January 2014 - April 2014
CFA Society and BNYMellon December 2011 - August 2013
Morgan Stanley Smith Barney October 2009 - December 2010
Broadridge December 2008 - 2009
AIG Global Investment Group December 2007 - September 2008
Bank of New York Mellon March 2007 - February 2008
Fidelity Investments November 2006 - February 2007
Government of India, Ministry of Finance November 2004 - August 2005
Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research
Education
CFA Institute 2012 — 2015
CFA, Finance
Thunderbird School of Global Management 2005 — 2006
MBA, International Finance
The University of Connecticut 1999 — 2002
PhD Drop out, Economics
University of Bradford 1998 — 1999
MSc, Macroeconomics & Project Planning
ISTM
OppenheimerFunds April 2015 - Present
EXL Service June 2014 - April 2015
Deutsche Bank January 2014 - April 2014
CFA Society and BNYMellon December 2011 - August 2013
Morgan Stanley Smith Barney October 2009 - December 2010
Broadridge December 2008 - 2009
AIG Global Investment Group December 2007 - September 2008
Bank of New York Mellon March 2007 - February 2008
Fidelity Investments November 2006 - February 2007
Government of India, Ministry of Finance November 2004 - August 2005
Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research
Education
CFA Institute 2012 — 2015
CFA, Finance
Thunderbird School of Global Management 2005 — 2006
MBA, International Finance
The University of Connecticut 1999 — 2002
PhD Drop out, Economics
University of Bradford 1998 — 1999
MSc, Macroeconomics & Project Planning
ISTM
Nicholas DiSanza's Bank of New York Mellon Experience December 2003 - May 2006
Job Forensic Loan Analyst at Digital Risk
Industry Financial Services
Experience
Digital Risk January 2013 - Present
Kaplan University April 2009 - January 2013
Premiere Trade LLC May 2006 - April 2009
Bank of New York Mellon December 2003 - May 2006
Skills
Microsoft Excel, Finance, Time Management, Customer Service, Management, Marketing, Team Leadership, Strategic Planning, Public Speaking, Business Development, Sales, Financial Analysis
Education
University of Central Florida 2000 — 2003
B.A, Finance
Digital Risk January 2013 - Present
Kaplan University April 2009 - January 2013
Premiere Trade LLC May 2006 - April 2009
Bank of New York Mellon December 2003 - May 2006
Skills
Microsoft Excel, Finance, Time Management, Customer Service, Management, Marketing, Team Leadership, Strategic Planning, Public Speaking, Business Development, Sales, Financial Analysis
Education
University of Central Florida 2000 — 2003
B.A, Finance
Danette Jones, CTP's Bank of New York Mellon Experience May 2005 - September 2007
Job International Treasury Services (ITS) Analyst – Asia & Latin America at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company August 2015 - Present
The Coca-Cola Company April 2014 - August 2015
The Coca-Cola Company February 2013 - April 2014
The Wendy's Company October 2011 - February 2013
Regions Financial Corporation September 2010 - October 2011
First Commercial Bank September 2007 - January 2010
Bank of New York Mellon May 2005 - September 2007
AmSouth Bank June 2002 - May 2005
SouthTrust Bank October 1999 - June 2002
Skills
Cash Management, Treasury Management, Financial Analysis, Excel, PowerPoint, Word, Customer Service, Microsoft Office, Problem Solving, Cash Flow, Outlook, Analysis, Process Improvement, Corporate Trust, Standby Letters of..., Financial Services, Portfolio Management, Risk Management, Microsoft Excel, Accounting, Finance, Banking, Account Reconciliation, Loans, Microsoft Word, Management, General Ledger
Education
University of Alabama at Birmingham
BS, Accounting
The Coca-Cola Company August 2015 - Present
The Coca-Cola Company April 2014 - August 2015
The Coca-Cola Company February 2013 - April 2014
The Wendy's Company October 2011 - February 2013
Regions Financial Corporation September 2010 - October 2011
First Commercial Bank September 2007 - January 2010
Bank of New York Mellon May 2005 - September 2007
AmSouth Bank June 2002 - May 2005
SouthTrust Bank October 1999 - June 2002
Skills
Cash Management, Treasury Management, Financial Analysis, Excel, PowerPoint, Word, Customer Service, Microsoft Office, Problem Solving, Cash Flow, Outlook, Analysis, Process Improvement, Corporate Trust, Standby Letters of..., Financial Services, Portfolio Management, Risk Management, Microsoft Excel, Accounting, Finance, Banking, Account Reconciliation, Loans, Microsoft Word, Management, General Ledger
Education
University of Alabama at Birmingham
BS, Accounting
Douglas Wentworth Douglas Wentworth's Bank of New York Mellon Experience 1996 - 1998
Job Accountant
Industry Accounting
Experience
Lawrence Johnson and Associates 1999 - 2003
Bank of New York Mellon 1996 - 1998
Skills
Accounting, Financial Accounting
Education
UC Berkeley Extension 2008 — 2010
Certificate in accounting, Accounting
Tufts University 1990 — 1994
BA,, Political Science
Lawrence Johnson and Associates 1999 - 2003
Bank of New York Mellon 1996 - 1998
Skills
Accounting, Financial Accounting
Education
UC Berkeley Extension 2008 — 2010
Certificate in accounting, Accounting
Tufts University 1990 — 1994
BA,, Political Science
Jared Troy's Bank of New York Mellon Experience April 2008 - August 2010
Job Account Executive at Minimally Invasive Devices
Industry Medical Devices
Experience
Minimally Invasive Devices April 2015 - Present
New Wave Surgical Corp April 2012 - July 2014
The Premier Group November 2011 - March 2012
Robert Half International August 2010 - November 2011
Bank of New York Mellon April 2008 - August 2010
NBCUniversal, Inc. June 2007 - April 2008
Skills
Surgical Device Sales, New Business Development, Strategic Sales Plans, Sales Presentations, Contract Recruitment, In-Service Training, Leadership, Management, Start-up Environment, Sales, Medical Devices, Strategic Planning, Vendor Management, Account Management, Business Development, Marketing, Portfolio Management, Cold Calling, Customer Service, Account Planning, Public Speaking, Client Relations, Recruiting, Temporary Placement, Temporary Staffing, Investments, Financial Analysis, Forecasting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Accounting, Financial Reporting, Business Analysis, Financial Modeling, Financial Services, Finance, CRM, Social Media, Entertainment, Microsoft Excel, Outlook, Human Resources, Relationship Building, Relationship Management
Education
Tulane University 2003 — 2006
Bachelor of Arts, History
Trinity-Pawling 1998 — 2002
Minimally Invasive Devices April 2015 - Present
New Wave Surgical Corp April 2012 - July 2014
The Premier Group November 2011 - March 2012
Robert Half International August 2010 - November 2011
Bank of New York Mellon April 2008 - August 2010
NBCUniversal, Inc. June 2007 - April 2008
Skills
Surgical Device Sales, New Business Development, Strategic Sales Plans, Sales Presentations, Contract Recruitment, In-Service Training, Leadership, Management, Start-up Environment, Sales, Medical Devices, Strategic Planning, Vendor Management, Account Management, Business Development, Marketing, Portfolio Management, Cold Calling, Customer Service, Account Planning, Public Speaking, Client Relations, Recruiting, Temporary Placement, Temporary Staffing, Investments, Financial Analysis, Forecasting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Accounting, Financial Reporting, Business Analysis, Financial Modeling, Financial Services, Finance, CRM, Social Media, Entertainment, Microsoft Excel, Outlook, Human Resources, Relationship Building, Relationship Management
Education
Tulane University 2003 — 2006
Bachelor of Arts, History
Trinity-Pawling 1998 — 2002
Jairo Feria's Bank of New York Mellon Experience December 2007 - August 2009
Job Analyst, Inventory Planning & Optimization
Industry Mechanical or Industrial Engineering
Experience
CHEP November 2014 - Present
CHEP August 2013 - Present
University of Central Florida August 2009 - August 2013
Publix August 2012 - April 2013
Wyndham Vacation Ownership June 2011 - August 2011
Wyndham Vacation Ownership June 2010 - August 2010
Bank of New York Mellon December 2007 - August 2009
Skills
Industrial Engineering, Microsoft Excel, Six Sigma, Team Leadership, PowerPoint, Analysis, Process Improvement, Management, MS Project, Strategy, Project Planning, Microsoft Project, Simio, Statistical Data..., Visio, Minitab, Microsoft Visio
Education
University of Central Florida 2009 — 2013
Bachelor of Sciences, Industrial Engineering
University of Central Florida - College of Business Administration 2004 — 2007
Bachelor of Sciences, Finance
CHEP November 2014 - Present
CHEP August 2013 - Present
University of Central Florida August 2009 - August 2013
Publix August 2012 - April 2013
Wyndham Vacation Ownership June 2011 - August 2011
Wyndham Vacation Ownership June 2010 - August 2010
Bank of New York Mellon December 2007 - August 2009
Skills
Industrial Engineering, Microsoft Excel, Six Sigma, Team Leadership, PowerPoint, Analysis, Process Improvement, Management, MS Project, Strategy, Project Planning, Microsoft Project, Simio, Statistical Data..., Visio, Minitab, Microsoft Visio
Education
University of Central Florida 2009 — 2013
Bachelor of Sciences, Industrial Engineering
University of Central Florida - College of Business Administration 2004 — 2007
Bachelor of Sciences, Finance
Robin LoGiudice's Bank of New York Mellon Experience 2006 - March 2011
Job Director, PreSales Consulting at Dovetail
Industry Information Technology and Services
Experience
Dovetail March 2012 - Present
Dovetail April 2011 - March 2012
Bank of New York Mellon 2006 - March 2011
Deutsche Bank 1998 - 2000
Deutsche Bank (Bankers Trust) 1994 - 1998
Citi 1991 - 1994
BNY Mellon 1988 - 1991
Skills
SDLC, Business Analysis, Requirements Analysis, Software Development, SOA, Enterprise Architecture, Payments, SQL, Software Project...
Education
Tulane University 1982 — 1986
Bachelor of Science (BS), Computer Science
Dovetail March 2012 - Present
Dovetail April 2011 - March 2012
Bank of New York Mellon 2006 - March 2011
Deutsche Bank 1998 - 2000
Deutsche Bank (Bankers Trust) 1994 - 1998
Citi 1991 - 1994
BNY Mellon 1988 - 1991
Skills
SDLC, Business Analysis, Requirements Analysis, Software Development, SOA, Enterprise Architecture, Payments, SQL, Software Project...
Education
Tulane University 1982 — 1986
Bachelor of Science (BS), Computer Science
Oscar Hinojosa's Bank of New York Mellon Experience 2011 - 2011
Job Sr. Business Analyst at United Airlines
Industry Airlines/Aviation
Experience
United Airlines August 2013 - Present
ARGUS Software January 2013 - Present
Hinojosa Financial Solutions January 2013 - Present
Bank of New York Mellon 2011 - 2011
Mach 5 Couriers 2008 - 2009
INT Technologies 2008 - 2009
Wells Fargo 1999 - 2001
JPMorgan Chase 1986 - 1998
Skills
Microsoft Office, Payments, Financial Analysis, Project Management, Strategic Planning, Visio, Microsoft Excel, SharePoint, Change Management, Banking, Offshoring, Operations Management, Software Documentation, Business Analysis, Management Consulting, Quality Assurance, Business Intelligence, Vendor Management, Process Improvement, Business Process..., Team Leadership, Accounting, Management, Analysis, Risk Management, Business Requirements, Strategy, PMO, SDLC, Requirements Gathering
Education
The University of Texas at Austin
United Airlines August 2013 - Present
ARGUS Software January 2013 - Present
Hinojosa Financial Solutions January 2013 - Present
Bank of New York Mellon 2011 - 2011
Mach 5 Couriers 2008 - 2009
INT Technologies 2008 - 2009
Wells Fargo 1999 - 2001
JPMorgan Chase 1986 - 1998
Skills
Microsoft Office, Payments, Financial Analysis, Project Management, Strategic Planning, Visio, Microsoft Excel, SharePoint, Change Management, Banking, Offshoring, Operations Management, Software Documentation, Business Analysis, Management Consulting, Quality Assurance, Business Intelligence, Vendor Management, Process Improvement, Business Process..., Team Leadership, Accounting, Management, Analysis, Risk Management, Business Requirements, Strategy, PMO, SDLC, Requirements Gathering
Education
The University of Texas at Austin
Steve Milender's Bank of New York Mellon Experience September 2014 - Present
Job Vice President Mortgage Specialist
Industry Banking
Experience
Bank of New York Mellon September 2014 - Present
Citi Private Bank May 2011 - September 2014
Bank of America Home Loans March 2003 - 2010
Raxon Fabrics, Inc 2002 - 2003
SJ Milender & Associates 2001 - 2002
The Robert Allen Group 1997 - 2001
Covington Fabric and Design 1992 - 1997
Fieldcrest Cannon, Inc. 1982 - 1992
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, FHA, Sales, Real Estate, Residential Mortgages, Loan Origination, New Business Development, Finance, Investment Properties, Leadership, Negotiation, Business Development, Strategic Partnerships, Team Building, Marketing Strategy, Banking, Budgets, Strategic Planning, Refinance, Investments
Education
Tufts University 1973 — 1977
Bachelor of Arts, Social Psychology
Bank of New York Mellon September 2014 - Present
Citi Private Bank May 2011 - September 2014
Bank of America Home Loans March 2003 - 2010
Raxon Fabrics, Inc 2002 - 2003
SJ Milender & Associates 2001 - 2002
The Robert Allen Group 1997 - 2001
Covington Fabric and Design 1992 - 1997
Fieldcrest Cannon, Inc. 1982 - 1992
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, FHA, Sales, Real Estate, Residential Mortgages, Loan Origination, New Business Development, Finance, Investment Properties, Leadership, Negotiation, Business Development, Strategic Partnerships, Team Building, Marketing Strategy, Banking, Budgets, Strategic Planning, Refinance, Investments
Education
Tufts University 1973 — 1977
Bachelor of Arts, Social Psychology
Nina (Camera) Ocio Nina (Camera) Ocio's Bank of New York Mellon Experience January 2005 - December 2006
Job VP, Business Development, Latin America at Bling Software
Industry Computer Software
Experience
Bling Software February 2008 - Present
Business Objects January 2007 - February 2008
Bank of New York Mellon January 2005 - December 2006
The White House September 2003 - December 2003
The Overseas Private Investment Corporation (OPIC) May 2003 - August 2003
Commerce One 1999 - 2001
Education
Thunderbird School of Global Management 2002 — 2004
University of Colorado Boulder 1994 — 1997
BA, History and Spanish Major
Bling Software February 2008 - Present
Business Objects January 2007 - February 2008
Bank of New York Mellon January 2005 - December 2006
The White House September 2003 - December 2003
The Overseas Private Investment Corporation (OPIC) May 2003 - August 2003
Commerce One 1999 - 2001
Education
Thunderbird School of Global Management 2002 — 2004
University of Colorado Boulder 1994 — 1997
BA, History and Spanish Major
Ken Ehrhardt, CPCU Ken Ehrhardt, CPCU's Bank of New York Mellon Experience 2008 - 2008
Job Insurance Agent at Barfield Insurance
Industry Financial Services
Experience
Barfield Insurance October 2010 - Present
Jackson Wealth Management, LLC. December 2008 - October 2010
Bank of New York Mellon 2008 - 2008
Hoskins Quiros Osborne & LaBeaume, CPA, LLC – 2008 - 2008
Skills
Investments, Wealth Management, Tax Returns, Strategic Financial..., Series 63, Life Insurance, Securities, Investment Advisory, Asset Allocation, Disability Insurance, Asset Management, Equities, Financial Services, Financial Advisory, Risk Management, Mortgage Lending, Long-term Care, Chartered Property...
Education
University of Central Florida - College of Business Administration 2005 — 2009
Finance
Barfield Insurance October 2010 - Present
Jackson Wealth Management, LLC. December 2008 - October 2010
Bank of New York Mellon 2008 - 2008
Hoskins Quiros Osborne & LaBeaume, CPA, LLC – 2008 - 2008
Skills
Investments, Wealth Management, Tax Returns, Strategic Financial..., Series 63, Life Insurance, Securities, Investment Advisory, Asset Allocation, Disability Insurance, Asset Management, Equities, Financial Services, Financial Advisory, Risk Management, Mortgage Lending, Long-term Care, Chartered Property...
Education
University of Central Florida - College of Business Administration 2005 — 2009
Finance
Deepthi Takkalapally's Bank of New York Mellon Experience April 2009 - June 2014
Job Sr. Application Developer at ADP
Industry Information Technology and Services
Experience
ADP June 2014 - Present
Bank of New York Mellon April 2009 - June 2014
Skills
WebSphere MQ, JMS, Message Queue, Unix, WebSphere Application..., SDLC, Agile Methodologies, Unix Shell Scripting, Java Enterprise Edition, XML, Oracle, Integration, Scrum, Shell Scripting, Core Java, Requirements Analysis, AIX, ESB, PL/SQL, SOA, Websphere, Software Development, Client Liaison, Production Support, WebSphere
Education
The University of Texas at San Antonio 2006 — 2008
Master's degree, Computer Science
ADP June 2014 - Present
Bank of New York Mellon April 2009 - June 2014
Skills
WebSphere MQ, JMS, Message Queue, Unix, WebSphere Application..., SDLC, Agile Methodologies, Unix Shell Scripting, Java Enterprise Edition, XML, Oracle, Integration, Scrum, Shell Scripting, Core Java, Requirements Analysis, AIX, ESB, PL/SQL, SOA, Websphere, Software Development, Client Liaison, Production Support, WebSphere
Education
The University of Texas at San Antonio 2006 — 2008
Master's degree, Computer Science
Wayne Domnitz Wayne Domnitz's Bank of New York Mellon Experience 1988 - 1989
Job DirectorGlobal Supply Chain Finance Capabilities
Industry Banking
Experience
Citi May 1996 - Present
JPMorgan Chase 1989 - 1996
Bank of New York Mellon 1988 - 1989
Skills
Transaction Banking, Trade Finance, Supply Chain Finance, Product Management, Banking, Supply Chain, Financial Transactions, SWIFT payments, Liquidity Management, Cash Management, Payments, Finance, Structured Finance, Financial Institutions, Internet Banking, Treasury Management, Commercial Banking, Credit Risk, Mobile Payments, Mobile Technology, Financial Services, Management, Treasury Services, Credit Cards, Relationship Management, Capital Markets
Education
University at Buffalo
BA, Economics
Citi May 1996 - Present
JPMorgan Chase 1989 - 1996
Bank of New York Mellon 1988 - 1989
Skills
Transaction Banking, Trade Finance, Supply Chain Finance, Product Management, Banking, Supply Chain, Financial Transactions, SWIFT payments, Liquidity Management, Cash Management, Payments, Finance, Structured Finance, Financial Institutions, Internet Banking, Treasury Management, Commercial Banking, Credit Risk, Mobile Payments, Mobile Technology, Financial Services, Management, Treasury Services, Credit Cards, Relationship Management, Capital Markets
Education
University at Buffalo
BA, Economics
Bruce Messenger, CTP Bruce Messenger, CTP's Bank of New York Mellon Experience January 2006 - February 2009
Job Director, Assistant Treasurer Hartford HealthCare
Industry Financial Services
Experience
Partners Healthcare Systems, Inc. September 2011 - September 2014
Steward Health Care System March 2009 - February 2011
Bank of New York Mellon January 2006 - February 2009
Baystate Health , Inc February 1998 - April 2005
Skills
Treasury/Finance..., Business Development, Leadership, Process Improvement, Strategy
Education
University of Hartford
BS, Finance/Economics
Partners Healthcare Systems, Inc. September 2011 - September 2014
Steward Health Care System March 2009 - February 2011
Bank of New York Mellon January 2006 - February 2009
Baystate Health , Inc February 1998 - April 2005
Skills
Treasury/Finance..., Business Development, Leadership, Process Improvement, Strategy
Education
University of Hartford
BS, Finance/Economics
Samuel Yoon's Bank of New York Mellon Experience December 2010 - December 2013
Job Associate at FD Fund Administration
Industry Financial Services
Experience
FD Fund Administration December 2013 - May 2015
Bank of New York Mellon December 2010 - December 2013
WTAS June 2010 - November 2010
Skills
Account Reconciliation, Financial Reporting, Financial Statements, Accounts Receivable, Accounting, Access, Finance, Microsoft Office, Investments, Bloomberg, Microsoft Word, Research, Hedge Funds, Cash Flow, Microsoft Excel, PowerPoint, Valuation, QuickBooks, Accounting System, Fund Of Funds, Investran, Investier, SunGard, 1099 Preparation, K-1, Partnership Accounting
Education
University of Delaware - Lerner College of Business and Economics
Bachelors, Accounting and Management Information Systems
Yonsei University
Summer Exchange Program, Korean Language Studies
FD Fund Administration December 2013 - May 2015
Bank of New York Mellon December 2010 - December 2013
WTAS June 2010 - November 2010
Skills
Account Reconciliation, Financial Reporting, Financial Statements, Accounts Receivable, Accounting, Access, Finance, Microsoft Office, Investments, Bloomberg, Microsoft Word, Research, Hedge Funds, Cash Flow, Microsoft Excel, PowerPoint, Valuation, QuickBooks, Accounting System, Fund Of Funds, Investran, Investier, SunGard, 1099 Preparation, K-1, Partnership Accounting
Education
University of Delaware - Lerner College of Business and Economics
Bachelors, Accounting and Management Information Systems
Yonsei University
Summer Exchange Program, Korean Language Studies
Scott Meyer Scott Meyer's Bank of New York Mellon Experience November 1996 - September 1998
Job Vice President of Client Services at Viewpoint Construction Software
Industry Information Technology and Services
Experience
Viewpoint Construction Software February 2014 - Present
Maxwell Systems November 2011 - February 2014
Xerox November 2010 - November 2011
Xerox January 2010 - November 2010
Xerox Global Services September 1998 - December 2009
Bank of New York Mellon November 1996 - September 1998
Citi March 1994 - November 1996
Skills
Pre-sales, Professional Services, BPO, Healthcare, P&L Management, Outsourcing, Contract Negotiations, Executive Management, Business Process..., Enterprise Content..., Program Management, New Business Development, Product Marketing, Business Strategy, IT Service Management, Solution Selling, Integration, Enterprise Software, Account Management, IT Strategy, Change Management, Process Improvement, Management Consulting, CRM, Cloud Computing, Managed Services, Management, Software Project..., Requirements Analysis, Contract Negotiation, IT Management, Business Process, Cross-functional Team..., ERP, Business Development, Leadership, Consulting, SaaS, Strategic Planning, Operations Management, Strategy, Business Analysis, Training, Vendor Management, Business Intelligence, Product Management
Education
Villanova University 2005 — 2007
Graduate
University of Delaware 1987 — 1991
BS
Viewpoint Construction Software February 2014 - Present
Maxwell Systems November 2011 - February 2014
Xerox November 2010 - November 2011
Xerox January 2010 - November 2010
Xerox Global Services September 1998 - December 2009
Bank of New York Mellon November 1996 - September 1998
Citi March 1994 - November 1996
Skills
Pre-sales, Professional Services, BPO, Healthcare, P&L Management, Outsourcing, Contract Negotiations, Executive Management, Business Process..., Enterprise Content..., Program Management, New Business Development, Product Marketing, Business Strategy, IT Service Management, Solution Selling, Integration, Enterprise Software, Account Management, IT Strategy, Change Management, Process Improvement, Management Consulting, CRM, Cloud Computing, Managed Services, Management, Software Project..., Requirements Analysis, Contract Negotiation, IT Management, Business Process, Cross-functional Team..., ERP, Business Development, Leadership, Consulting, SaaS, Strategic Planning, Operations Management, Strategy, Business Analysis, Training, Vendor Management, Business Intelligence, Product Management
Education
Villanova University 2005 — 2007
Graduate
University of Delaware 1987 — 1991
BS
Ashish Prabhakar Ashish Prabhakar's Bank of New York Mellon Experience December 2007 - Present
Job Platinum Client Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2007 - Present
Bank of New York Mellon December 2007 - Present
JP Morgan Chase September 1997 - November 2007
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Portfolio Management, Securities, Risk Management, Bloomberg, Hedge Funds, Bonds, MBS, Strategy, Structured Finance, Relationship Management, Financial Services, PMO, Product Management, Structured Products, Management, Banking, Finance, Asset Management, Mergers, Project Management, Leadership, CRM, Program Management, Business Analysis, Investment Banking
Education
State University of New York at Albany 1994 — 1997
BA, English
Stuyvesant High School 1990 — 1993
Xavier High School 1989 — 1990
BNY Mellon December 2007 - Present
Bank of New York Mellon December 2007 - Present
JP Morgan Chase September 1997 - November 2007
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Portfolio Management, Securities, Risk Management, Bloomberg, Hedge Funds, Bonds, MBS, Strategy, Structured Finance, Relationship Management, Financial Services, PMO, Product Management, Structured Products, Management, Banking, Finance, Asset Management, Mergers, Project Management, Leadership, CRM, Program Management, Business Analysis, Investment Banking
Education
State University of New York at Albany 1994 — 1997
BA, English
Stuyvesant High School 1990 — 1993
Xavier High School 1989 — 1990
MARTINE LEVY MARTINE LEVY's Bank of New York Mellon Experience October 2005 - March 2009
Job Travel Nurse at Nightingale Nurses
Industry Hospital & Health Care
Experience
Nightingale Nurses November 2014 - Present
Lourdes Specialty Hospital November 2012 - November 2014
Nightingale Nurses April 2014 - July 2014
Catholic Health East November 2011 - June 2014
Nightingale Nurses October 2013 - January 2014
Bank of New York Mellon October 2005 - March 2009
Skills
ACLS, Clinical Research, Customer Service, Healthcare, Home Care, Hospitals, ICU, Managed Care, Nursing, PowerPoint, Process Improvement, Project Management, BLS, EMR, Medical Devices, System Administration, Epic Systems, Microsoft Word, Wound Care, Medical Education, Patient Education, Medical/Surgical, Nursing Education
Education
University of Medicine and Dentistry of New Jersey 2010 — 2011
BS, Nursing
University of Phoenix 2006 — 2007
Masters, Business Administration
University at Albany, SUNY 2000 — 2004
BA, Economics
Nightingale Nurses November 2014 - Present
Lourdes Specialty Hospital November 2012 - November 2014
Nightingale Nurses April 2014 - July 2014
Catholic Health East November 2011 - June 2014
Nightingale Nurses October 2013 - January 2014
Bank of New York Mellon October 2005 - March 2009
Skills
ACLS, Clinical Research, Customer Service, Healthcare, Home Care, Hospitals, ICU, Managed Care, Nursing, PowerPoint, Process Improvement, Project Management, BLS, EMR, Medical Devices, System Administration, Epic Systems, Microsoft Word, Wound Care, Medical Education, Patient Education, Medical/Surgical, Nursing Education
Education
University of Medicine and Dentistry of New Jersey 2010 — 2011
BS, Nursing
University of Phoenix 2006 — 2007
Masters, Business Administration
University at Albany, SUNY 2000 — 2004
BA, Economics
Peter Byron, CPA/CITP, CISA, CRISC Peter Byron, CPA/CITP, CISA, CRISC's Bank of New York Mellon Experience August 2002 - January 2010
Job IT Audit Director at GE Capital
Industry Investment Banking
Experience
GE Capital August 2014 - Present
New York State Board of Public Accountancy June 2013 - February 2015
Jefferies & Company January 2010 - August 2014
Bank of New York Mellon August 2002 - January 2010
PricewaterhouseCoopers August 1997 - August 2002
KPMG January 1993 - July 1997
Skills
Accounting, Audit, Equities, Investment Banking, Trading, Fixed Income, Risk Management, Capital Markets, IT Audit, Banking, Change Management, SOX, CISA, Auditing, Market Risk, COBIT, Insurance, Internal Audit, Internal Controls, IT Risk, SAS70, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Information Technology, Risk Assessment, Sarbanes-Oxley Act, SDLC, Security, Governance
Education
State University of New York at Albany 1995 — 1997
Master of Science (MS), Accounting and MIS
State University of New York at Albany 1988 — 1992
Bachelor of Arts (BA), Criminal Justice
GE Capital August 2014 - Present
New York State Board of Public Accountancy June 2013 - February 2015
Jefferies & Company January 2010 - August 2014
Bank of New York Mellon August 2002 - January 2010
PricewaterhouseCoopers August 1997 - August 2002
KPMG January 1993 - July 1997
Skills
Accounting, Audit, Equities, Investment Banking, Trading, Fixed Income, Risk Management, Capital Markets, IT Audit, Banking, Change Management, SOX, CISA, Auditing, Market Risk, COBIT, Insurance, Internal Audit, Internal Controls, IT Risk, SAS70, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Information Technology, Risk Assessment, Sarbanes-Oxley Act, SDLC, Security, Governance
Education
State University of New York at Albany 1995 — 1997
Master of Science (MS), Accounting and MIS
State University of New York at Albany 1988 — 1992
Bachelor of Arts (BA), Criminal Justice
David Duggan's Bank of New York Mellon Experience December 2009 - September 2010
Job Account Manager at UBS Global Asset Management
Industry Accounting
Experience
UBS Global Asset Management December 2011 - Present
VenGrowth July 2011 - December 2011
Automatic Data Processing December 2010 - July 2011
Bank of New York Mellon December 2009 - September 2010
Citco Fund Services September 2004 - March 2008
Skills
Fund Accounting, Hedge Funds, Bloomberg, Reconciliations, Accounting, Fund Administration, Account Reconciliation, Investor Relations, Equities, Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting
Education
University College Dublin 2002 — 2004
BComm, Accounting
The High School Dublin
The High School Dublin
UBS Global Asset Management December 2011 - Present
VenGrowth July 2011 - December 2011
Automatic Data Processing December 2010 - July 2011
Bank of New York Mellon December 2009 - September 2010
Citco Fund Services September 2004 - March 2008
Skills
Fund Accounting, Hedge Funds, Bloomberg, Reconciliations, Accounting, Fund Administration, Account Reconciliation, Investor Relations, Equities, Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting
Education
University College Dublin 2002 — 2004
BComm, Accounting
The High School Dublin
The High School Dublin
Andrew Bobenski Andrew Bobenski's Bank of New York Mellon Experience October 2007 - May 2008
Job Managing Director & Counsel North American Investment Law at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
Day Pitney LLP August 2010 - March 2014
Massachusetts Clean Energy Center March 2010 - August 2010
Federal District Court, District of Connecticut May 2008 - August 2008
Bank of New York Mellon October 2007 - May 2008
United States Attorney's Office, District of Connecticut May 2007 - August 2007
Pratt & Whitney May 2004 - August 2006
Skills
Corporate Law, Renewable Energy, Energy, Project Finance, Contract Negotiation, Corporate Governance, Energy Policy, Legal Assistance, Investments, Strategic Planning, Start-ups
Education
University of Notre Dame Law School 2006 — 2009
J.D., Law
University of Connecticut 2002 — 2006
B.S., Business Management
John Hancock Financial Services April 2014 - Present
Day Pitney LLP August 2010 - March 2014
Massachusetts Clean Energy Center March 2010 - August 2010
Federal District Court, District of Connecticut May 2008 - August 2008
Bank of New York Mellon October 2007 - May 2008
United States Attorney's Office, District of Connecticut May 2007 - August 2007
Pratt & Whitney May 2004 - August 2006
Skills
Corporate Law, Renewable Energy, Energy, Project Finance, Contract Negotiation, Corporate Governance, Energy Policy, Legal Assistance, Investments, Strategic Planning, Start-ups
Education
University of Notre Dame Law School 2006 — 2009
J.D., Law
University of Connecticut 2002 — 2006
B.S., Business Management
Boucicaut Yvans's Bank of New York Mellon Experience January 2007 - December 2007
Job Senior Application Support Engineer at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2011 - Present
Freddie Mac 2013 - 2014
AllianceBernstein January 2008 - March 2011
Bank of New York Mellon January 2007 - December 2007
Credit Suisse September 2004 - November 2006
Citigroup Global Asset Management July 2002 - July 2003
Salomon Brothers Asset Managament October 2000 - July 2002
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, SQL, User Acceptance Testing, Project Management, Asset Managment, Asset Management, Financial Services, Trading, Securities, Derivatives, Hedge Funds, Bloomberg
Education
Towson University 1995 — 2000
BS, Business Management
The Carlyle Group August 2011 - Present
Freddie Mac 2013 - 2014
AllianceBernstein January 2008 - March 2011
Bank of New York Mellon January 2007 - December 2007
Credit Suisse September 2004 - November 2006
Citigroup Global Asset Management July 2002 - July 2003
Salomon Brothers Asset Managament October 2000 - July 2002
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, SQL, User Acceptance Testing, Project Management, Asset Managment, Asset Management, Financial Services, Trading, Securities, Derivatives, Hedge Funds, Bloomberg
Education
Towson University 1995 — 2000
BS, Business Management
Kale Lau Kale Lau's Bank of New York Mellon Experience November 2007 - August 2008
Job SelfEmployed
Industry Wholesale
Experience
Kalisimo LLC February 2013 - Present
UBS Wealth Management December 2010 - March 2011
UBS Wealth Management December 2009 - March 2010
Citi August 2008 - August 2009
Bank of New York Mellon November 2007 - August 2008
Skills
Tax, Due Diligence, Credit, Loans, Credit Analysis, Underwriting, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Corporate Finance, Equities, Hedge Funds, Capital Markets, Investments, Risk Management, Asset Management
Education
State University of New York at Buffalo 2003 — 2007
MA/BA
University of Cambridge 2008 — 2009
Certificate from University of Cambridge International Examinations
Kalisimo LLC February 2013 - Present
UBS Wealth Management December 2010 - March 2011
UBS Wealth Management December 2009 - March 2010
Citi August 2008 - August 2009
Bank of New York Mellon November 2007 - August 2008
Skills
Tax, Due Diligence, Credit, Loans, Credit Analysis, Underwriting, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Corporate Finance, Equities, Hedge Funds, Capital Markets, Investments, Risk Management, Asset Management
Education
State University of New York at Buffalo 2003 — 2007
MA/BA
University of Cambridge 2008 — 2009
Certificate from University of Cambridge International Examinations
Beth Judge Beth Judge's Bank of New York Mellon Experience 1993 - 1994
Job Owner, Entrepreneurs' Business Source, LLC
Industry Financial Services
Experience
Entrepreneurs' Business Source, LLC November 2008 - Present
Government Loan Solutions January 2007 - December 2008
Wall Street Collectibles, Inc. 1996 - 2006
Bank of New York Mellon 1993 - 1994
Bank of Boston 1989 - 1991
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Marketing
Trinity College-Hartford 1985 — 1989
B.A., Economics
Entrepreneurs' Business Source, LLC November 2008 - Present
Government Loan Solutions January 2007 - December 2008
Wall Street Collectibles, Inc. 1996 - 2006
Bank of New York Mellon 1993 - 1994
Bank of Boston 1989 - 1991
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Marketing
Trinity College-Hartford 1985 — 1989
B.A., Economics
Michael Anthony Michael Anthony's Bank of New York Mellon Experience September 2010 - Present
Job VP Global Product ManagerAlternative Investments; Derivative SME
Industry Financial Services
Experience
Bank of New York Mellon September 2010 - Present
BNY Mellon September 2010 - Present
Midtown Partners 2008 - 2010
American Stock Exchange 1991 - 2008
Skills
Product Development, Derivatives, Equities, Product Management, Capital Markets, Customer Relations, Fixed Income, Financial Markets, Trading, Banking, Portfolio Management, Risk Management, ETFs, Options, Hedge Funds, New Business Development, Corporate Finance, Investment Banking, Relationship Management, Securities, Bloomberg, Series 7, Alternative Investments
Education
The University of Connecticut 1981 — 1985
Bachelor of Science (BS), Finance, General
Bank of New York Mellon September 2010 - Present
BNY Mellon September 2010 - Present
Midtown Partners 2008 - 2010
American Stock Exchange 1991 - 2008
Skills
Product Development, Derivatives, Equities, Product Management, Capital Markets, Customer Relations, Fixed Income, Financial Markets, Trading, Banking, Portfolio Management, Risk Management, ETFs, Options, Hedge Funds, New Business Development, Corporate Finance, Investment Banking, Relationship Management, Securities, Bloomberg, Series 7, Alternative Investments
Education
The University of Connecticut 1981 — 1985
Bachelor of Science (BS), Finance, General
Pete Kledaras's Bank of New York Mellon Experience May 1996 - February 1997
Job Chief Risk Officer at CashStar
Industry Computer & Network Security
Experience
CashStar June 2008 - Present
Intigrated Solutions November 2006 - May 2009
Clout Financial Services, Inc. May 2005 - September 2006
1st Financial Bank USA September 1998 - May 2005
Neuristics Corp September 1997 - August 1998
First USA / Bank One (acquired by JPMorgan Chase) February 1997 - September 1997
Bank of New York Mellon May 1996 - February 1997
International Monetary Fund November 1990 - May 1996
US Treasury June 1990 - November 1990
Skills
Card Not Present, Risk Management, Credit Cards, Predictive Analytics, Fraud, Analytics, Credit Risk, Payments, Credit, Financial Risk, Financial Services, Credit Analysis, Portfolio Management, Management, Forecasting, Data Mining, Direct Marketing, Banking, Strategy, Mobile Payments, Predictive Modeling, E-commerce, Fraud Prevention, Credit Scoring, Analysis, Mobile Devices, Loans, Online Payment, Revenue Protection, Database Marketing, Segmentation, Risk, Risk Analysis, Retail Banking, Customer Acquisition, Start-ups
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1988
BS, Economics
CashStar June 2008 - Present
Intigrated Solutions November 2006 - May 2009
Clout Financial Services, Inc. May 2005 - September 2006
1st Financial Bank USA September 1998 - May 2005
Neuristics Corp September 1997 - August 1998
First USA / Bank One (acquired by JPMorgan Chase) February 1997 - September 1997
Bank of New York Mellon May 1996 - February 1997
International Monetary Fund November 1990 - May 1996
US Treasury June 1990 - November 1990
Skills
Card Not Present, Risk Management, Credit Cards, Predictive Analytics, Fraud, Analytics, Credit Risk, Payments, Credit, Financial Risk, Financial Services, Credit Analysis, Portfolio Management, Management, Forecasting, Data Mining, Direct Marketing, Banking, Strategy, Mobile Payments, Predictive Modeling, E-commerce, Fraud Prevention, Credit Scoring, Analysis, Mobile Devices, Loans, Online Payment, Revenue Protection, Database Marketing, Segmentation, Risk, Risk Analysis, Retail Banking, Customer Acquisition, Start-ups
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1988
BS, Economics
Kay Ambrose Kay Ambrose's Bank of New York Mellon Experience 1992 - 2005
Job AML Compliance Advisory, SVP at Citi, CAMS
Industry Banking
Experience
Citi November 2014 - Present
JP Morgan Chase March 2012 - October 2014
Barclaycard US August 2008 - March 2012
Delaware Sterling Bank September 2005 - August 2008
Sterling Financial Group 2005 - 2007
The Bank of New York August 2000 - June 2005
Bank of New York Mellon 1992 - 2005
Education
University of Delaware 1976 — 1980
BS, Business Finance
Citi November 2014 - Present
JP Morgan Chase March 2012 - October 2014
Barclaycard US August 2008 - March 2012
Delaware Sterling Bank September 2005 - August 2008
Sterling Financial Group 2005 - 2007
The Bank of New York August 2000 - June 2005
Bank of New York Mellon 1992 - 2005
Education
University of Delaware 1976 — 1980
BS, Business Finance
Thomas Lietaert's Bank of New York Mellon Experience May 2006 - May 2007
Job Sr Fund Analyst FTS Global Fund Administration and Reporting
Industry Accounting
Experience
Franklin Templeton Investments March 2015 - Present
BNY Mellon May 2007 - March 2015
Bank of New York Mellon May 2006 - May 2007
Skills
Financial Reporting, Accounting, Management, Bloomberg, Portfolio Management, Financial Statements, Mutual Funds, Hedge Funds, Due Diligence, Account Reconciliation, Valuation
Education
University of Central Florida 2002 — 2006
Finance and Accounting
University of Central Florida 2002 — 2006
Finance, Accounting, Management
Franklin Templeton Investments March 2015 - Present
BNY Mellon May 2007 - March 2015
Bank of New York Mellon May 2006 - May 2007
Skills
Financial Reporting, Accounting, Management, Bloomberg, Portfolio Management, Financial Statements, Mutual Funds, Hedge Funds, Due Diligence, Account Reconciliation, Valuation
Education
University of Central Florida 2002 — 2006
Finance and Accounting
University of Central Florida 2002 — 2006
Finance, Accounting, Management
Cheryl Greenberg Cheryl Greenberg's Bank of New York Mellon Experience 2005 - February 2010
Job Sr Management Consultant, Program Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Lorie Waters Lorie Waters's Bank of New York Mellon Experience 1993 - 1995
Job Senior Corporate Recruiter
Industry Human Resources
Experience
1800flowers.com July 2010 - July 2013
Telephonics Corp April 2007 - February 2010
MSC Industrial Supply Company December 2005 - April 2007
Arrow Electronics 1995 - 2005
Bank of New York Mellon 1993 - 1995
Skills
Sourcing, Retail, Customer Service, Interviewing, Background Checks, Technical Recruiting, Resume Writing, Employee Relations, Merchandising, Job Fairs, Contract Negotiation, Research, Administration, Microsoft Office, Scheduling, Negotiation, Screening, Mentoring, Talent Acquisition, College Recruiting, Onboarding, Applicant Tracking..., Hiring, Social Media, Recruiting, Interviews, Human Resources, Screening Resumes, Corporate Recruiting, Training, Temporary Placement, Process Scheduler, System Administration, Staffing Services, Benefits Negotiation, Internet Recruiting, IT Recruitment, E-recruitment, Boolean Searching, LinkedIn Recruiter, Passive Candidate..., Employer Branding, Personnel Management, Management, Taleo, HRIS, Leadership, Change Management, Consulting, Sales
Education
State University of New York at Albany
BA, Anthropology
1800flowers.com July 2010 - July 2013
Telephonics Corp April 2007 - February 2010
MSC Industrial Supply Company December 2005 - April 2007
Arrow Electronics 1995 - 2005
Bank of New York Mellon 1993 - 1995
Skills
Sourcing, Retail, Customer Service, Interviewing, Background Checks, Technical Recruiting, Resume Writing, Employee Relations, Merchandising, Job Fairs, Contract Negotiation, Research, Administration, Microsoft Office, Scheduling, Negotiation, Screening, Mentoring, Talent Acquisition, College Recruiting, Onboarding, Applicant Tracking..., Hiring, Social Media, Recruiting, Interviews, Human Resources, Screening Resumes, Corporate Recruiting, Training, Temporary Placement, Process Scheduler, System Administration, Staffing Services, Benefits Negotiation, Internet Recruiting, IT Recruitment, E-recruitment, Boolean Searching, LinkedIn Recruiter, Passive Candidate..., Employer Branding, Personnel Management, Management, Taleo, HRIS, Leadership, Change Management, Consulting, Sales
Education
State University of New York at Albany
BA, Anthropology
Ryan Cheng Ryan Cheng's Bank of New York Mellon Experience February 2010 - January 2014
Job Loans Operations Senior Associate
Industry Financial Services
Experience
SS&C GlobeOp January 2014 - Present
Bank of New York Mellon February 2010 - January 2014
Skills
Bloomberg, Accounting, Trading, Administration, Portfolio Management, Finance, Loans
Education
University of California, San Diego
BA, Economics
La Canada High School
SS&C GlobeOp January 2014 - Present
Bank of New York Mellon February 2010 - January 2014
Skills
Bloomberg, Accounting, Trading, Administration, Portfolio Management, Finance, Loans
Education
University of California, San Diego
BA, Economics
La Canada High School
Kevin Grome Kevin Grome's Bank of New York Mellon Experience June 2012 - August 2012
Job Data/ Reporting Analyst Ensuring Data Integrity, Accuracy, Insight, & Analysis
Industry Market Research
Experience
Time Warner Cable Business Class April 2015 - Present
GE September 2013 - December 2014
GE September 2012 - August 2013
Bank of New York Mellon June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Social Media, Salesforce.com, Reporting & Analysis, Employment Tax, PeopleSoft, Mainframe, Oracle CRM, Economics, Eloqua
Education
Union College 2009 — 2013
Economics and Spanish
West Genesee Central School District 2005 — 2009
Advanced Regents Diploma
Center for Cross Cultural Study
Time Warner Cable Business Class April 2015 - Present
GE September 2013 - December 2014
GE September 2012 - August 2013
Bank of New York Mellon June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Social Media, Salesforce.com, Reporting & Analysis, Employment Tax, PeopleSoft, Mainframe, Oracle CRM, Economics, Eloqua
Education
Union College 2009 — 2013
Economics and Spanish
West Genesee Central School District 2005 — 2009
Advanced Regents Diploma
Center for Cross Cultural Study
Jason E. Wallace Jason E. Wallace's Bank of New York Mellon Experience January 2008 - October 2012
Job Senior BSA/AML Compliance Leader
Industry Banking
Experience
Oritani Bank July 2015 - Present
McGladrey July 2014 - July 2015
Citi October 2012 - July 2014
Bank of New York Mellon January 2008 - October 2012
Daylight Forensic & Advisory LLC June 2007 - January 2008
Bank of New York Mellon June 2006 - June 2007
Citigroup October 2001 - April 2006
Skills
Financial Risk, Operational Risk, Operational Risk..., Anti Money Laundering, Financial Institutions, Sanction, Financial Regulation, Credit Risk, Correspondent Banking, Lotus Notes, Risk Management, Risk Assessment, Payments, Retail Banking, Private Banking, AML, Microsoft Office, Factiva, Transaction Processing, Investigation, Back Office, Corporate Finance, Core Banking, Fraud Detection, Relationship Management, SWIFT payments, Commercial Banking, OFAC, KYC, Letters of Credit, Banking
Education
University at Albany, SUNY 1997 — 2001
BA, Economics
Oritani Bank July 2015 - Present
McGladrey July 2014 - July 2015
Citi October 2012 - July 2014
Bank of New York Mellon January 2008 - October 2012
Daylight Forensic & Advisory LLC June 2007 - January 2008
Bank of New York Mellon June 2006 - June 2007
Citigroup October 2001 - April 2006
Skills
Financial Risk, Operational Risk, Operational Risk..., Anti Money Laundering, Financial Institutions, Sanction, Financial Regulation, Credit Risk, Correspondent Banking, Lotus Notes, Risk Management, Risk Assessment, Payments, Retail Banking, Private Banking, AML, Microsoft Office, Factiva, Transaction Processing, Investigation, Back Office, Corporate Finance, Core Banking, Fraud Detection, Relationship Management, SWIFT payments, Commercial Banking, OFAC, KYC, Letters of Credit, Banking
Education
University at Albany, SUNY 1997 — 2001
BA, Economics
Sarah Margio's Bank of New York Mellon Experience May 2013 - August 2013
Job Fund Administrator at Kaufman, Rossin & Co.
Industry Financial Services
Experience
Kaufman, Rossin & Co. July 2014 - Present
AMJ Inc. of Gainesville October 2013 - June 2014
Bank of New York Mellon May 2013 - August 2013
Bosshardt Property Management, LLC February 2013 - May 2013
HMS Certified Public Accountants, P.A. January 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Auditing, Budgets, Finance, Fund Accounting, Managed Futures, Loans
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance
Kaufman, Rossin & Co. July 2014 - Present
AMJ Inc. of Gainesville October 2013 - June 2014
Bank of New York Mellon May 2013 - August 2013
Bosshardt Property Management, LLC February 2013 - May 2013
HMS Certified Public Accountants, P.A. January 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Auditing, Budgets, Finance, Fund Accounting, Managed Futures, Loans
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance
Kevin Warnock Kevin Warnock's Bank of New York Mellon Experience May 2005 - June 2006
Job SEC Processing Manager, AVP at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
Nasser Chaudhry, MBA, SAP FICO Nasser Chaudhry, MBA, SAP FICO's Bank of New York Mellon Experience September 2007 - February 2008
Job Customer Care Advisor at IHS
Industry Banking
Experience
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
Glen Mihal Glen Mihal's Bank of New York Mellon Experience January 2011 - October 2012
Job Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Bank of New York Mellon January 2011 - October 2012
Basil Resale Sheridan May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Contract Negotiation, Microsoft Excel, Finance, Social Media, Marketing
Education
SUNY at Buffalo 2006 — 2010
Business Administration, Finance and Marketing, 3.88
Merrill Lynch November 2012 - Present
Bank of New York Mellon January 2011 - October 2012
Basil Resale Sheridan May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Contract Negotiation, Microsoft Excel, Finance, Social Media, Marketing
Education
SUNY at Buffalo 2006 — 2010
Business Administration, Finance and Marketing, 3.88
John Markwell's Bank of New York Mellon Experience October 2010 - May 2012
Job Verde Energy USA
Industry Oil & Energy
Experience
Verde Energy USA November 2014 - Present
Barclays Investment Bank August 2014 - November 2014
Shumway Capital September 2013 - June 2014
Bajan Capital May 2012 - September 2013
Bank of New York Mellon October 2010 - May 2012
Standard Register April 2010 - August 2010
C.H. Dean, Inc May 2009 - August 2009
Duquesne Capital Management May 2007 - August 2008
Skills
Derivatives, Equities, Financial Analysis, Excel, Bloomberg, Word, Access, PowerPoint, Risk Management, Microsoft Office, Accounting, Portfolio Management, Trading, Process Improvement, Pricing, Hedge Funds, Treasury, Interest Rate Swaps, Swaptions, Swaps, Equity Derivatives, Equity Research, Foreign Exchange..., FX trading, FX Hedging, FX Options, FX, Futures, Options, Options Pricing, Forwards, Energy Trading, Valuation, Commodity
Education
University of Dayton 2009 — 2010
MBA, Finance Concentration
University of Dayton 2005 — 2009
Bachelors of Science, Finance and Marketing
Verde Energy USA November 2014 - Present
Barclays Investment Bank August 2014 - November 2014
Shumway Capital September 2013 - June 2014
Bajan Capital May 2012 - September 2013
Bank of New York Mellon October 2010 - May 2012
Standard Register April 2010 - August 2010
C.H. Dean, Inc May 2009 - August 2009
Duquesne Capital Management May 2007 - August 2008
Skills
Derivatives, Equities, Financial Analysis, Excel, Bloomberg, Word, Access, PowerPoint, Risk Management, Microsoft Office, Accounting, Portfolio Management, Trading, Process Improvement, Pricing, Hedge Funds, Treasury, Interest Rate Swaps, Swaptions, Swaps, Equity Derivatives, Equity Research, Foreign Exchange..., FX trading, FX Hedging, FX Options, FX, Futures, Options, Options Pricing, Forwards, Energy Trading, Valuation, Commodity
Education
University of Dayton 2009 — 2010
MBA, Finance Concentration
University of Dayton 2005 — 2009
Bachelors of Science, Finance and Marketing
Stephen Blumetti's Bank of New York Mellon Experience December 2012 - Present
Job Accounting and Reporting Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon December 2012 - Present
Bank of New York Mellon May 2011 - December 2012
Bank of New York Mellon December 2009 - May 2011
American Lung Association of New England January 2009 - April 2009
Township of Union Board of Education December 2007 - January 2009
Skills
Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Financial Analysis, Microsoft Word, Outlook, Data Analysis, Banking, Financial Reporting, Finance, Account Reconciliation, Process Improvement, Analysis
Education
University of Connecticut 2005 — 2009
BA, Communication Sciences
Bank of New York Mellon December 2012 - Present
Bank of New York Mellon May 2011 - December 2012
Bank of New York Mellon December 2009 - May 2011
American Lung Association of New England January 2009 - April 2009
Township of Union Board of Education December 2007 - January 2009
Skills
Microsoft Excel, Microsoft Office, Marketing, PowerPoint, Financial Analysis, Microsoft Word, Outlook, Data Analysis, Banking, Financial Reporting, Finance, Account Reconciliation, Process Improvement, Analysis
Education
University of Connecticut 2005 — 2009
BA, Communication Sciences
Kristin Ackerman Kristin Ackerman's Bank of New York Mellon Experience June 2008 - August 2008
Job at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding September 2015 - Present
Verit Advisors June 2012 - August 2015
Verit Advisors LLC July 2009 - June 2012
Bank of New York Mellon June 2008 - August 2008
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Corporate Governance, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Portfolio Management, Equities, Capital Markets, Corporate Finance, Business Valuation, Investments, Corporate Development
Education
University of Colorado at Boulder 2005 — 2009
Economics
Madison Capital Funding September 2015 - Present
Verit Advisors June 2012 - August 2015
Verit Advisors LLC July 2009 - June 2012
Bank of New York Mellon June 2008 - August 2008
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Corporate Governance, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Portfolio Management, Equities, Capital Markets, Corporate Finance, Business Valuation, Investments, Corporate Development
Education
University of Colorado at Boulder 2005 — 2009
Economics
Andrew Tsiropinas, CIMA® Andrew Tsiropinas, CIMA®'s Bank of New York Mellon Experience January 2007 - June 2008
Job Regional Director NY/NJ Metro at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management October 2010 - Present
WisdomTree Asset Management February 2009 - October 2010
WisdomTree Asset Management June 2008 - February 2009
Bank of New York Mellon January 2007 - June 2008
Markit February 2006 - December 2006
Bank of America October 2003 - February 2005
Putnam Investments September 2002 - September 2003
Skills
Asset Allocation, Portfolio Management, ETFs, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Investment Strategies, Wealth Management, Securities, Equities, Fixed Income, Managing Accounts, Asset Managment, Financial Markets
Education
Union College 1997 — 2001
BA, Political Science
Scarsdale High School 1993 — 1997
High School Diploma, General Studies
The University of Chicago - Booth School of Business
WisdomTree Asset Management October 2010 - Present
WisdomTree Asset Management February 2009 - October 2010
WisdomTree Asset Management June 2008 - February 2009
Bank of New York Mellon January 2007 - June 2008
Markit February 2006 - December 2006
Bank of America October 2003 - February 2005
Putnam Investments September 2002 - September 2003
Skills
Asset Allocation, Portfolio Management, ETFs, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Investment Strategies, Wealth Management, Securities, Equities, Fixed Income, Managing Accounts, Asset Managment, Financial Markets
Education
Union College 1997 — 2001
BA, Political Science
Scarsdale High School 1993 — 1997
High School Diploma, General Studies
The University of Chicago - Booth School of Business
Mark Trombetta Mark Trombetta's Bank of New York Mellon Experience 1986 - 1987
Job President at both worlds group
Industry Information Services
Experience
both worlds group January 2012 - Present
Relevate May 2010 - August 2011
MeritDirect November 2005 - August 2010
British Telecom 2002 - 2006
Colgate Palmolive May 1987 - August 1995
Bank of New York Mellon 1986 - 1987
Skills
Customer Acquisition, Database Marketing, Lead Generation, Direct Marketing, Segmentation, Analytics, Direct Mail, Digital Marketing, Integrated Marketing, Online Advertising, Interactive Marketing, Online Marketing, Social Media Marketing, Mobile Marketing, Strategic Partnerships, Digital Media
Education
University of Connecticut 1991 — 1995
MBA, Finance
both worlds group January 2012 - Present
Relevate May 2010 - August 2011
MeritDirect November 2005 - August 2010
British Telecom 2002 - 2006
Colgate Palmolive May 1987 - August 1995
Bank of New York Mellon 1986 - 1987
Skills
Customer Acquisition, Database Marketing, Lead Generation, Direct Marketing, Segmentation, Analytics, Direct Mail, Digital Marketing, Integrated Marketing, Online Advertising, Interactive Marketing, Online Marketing, Social Media Marketing, Mobile Marketing, Strategic Partnerships, Digital Media
Education
University of Connecticut 1991 — 1995
MBA, Finance
Ryan Kruse's Bank of New York Mellon Experience May 2008 - August 2008
Job Account Director Northeast States at IZEA
Industry Marketing and Advertising
Experience
IZEA June 2012 - Present
Michaels Vips June 2012 - December 2013
EDGE Sportswear March 2010 - November 2012
Icebar Orlando July 2009 - March 2010
Bank of New York Mellon May 2008 - August 2008
Skills
Sales, Digital Marketing, Marketing Strategy, Social Media Marketing, Accounting, Blogging, Event Management, Leadership, Advertising, Financial Reporting, New Business Development, Employee Training
Education
University of Central Florida 2005 — 2010
BS, Accounting
IZEA June 2012 - Present
Michaels Vips June 2012 - December 2013
EDGE Sportswear March 2010 - November 2012
Icebar Orlando July 2009 - March 2010
Bank of New York Mellon May 2008 - August 2008
Skills
Sales, Digital Marketing, Marketing Strategy, Social Media Marketing, Accounting, Blogging, Event Management, Leadership, Advertising, Financial Reporting, New Business Development, Employee Training
Education
University of Central Florida 2005 — 2010
BS, Accounting
Brendan DiPiazza's Bank of New York Mellon Experience June 2008 - July 2008
Job Central Information Senior Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2012 - Present
Boston Millennia Partners September 2009 - June 2012
Bank of New York Mellon June 2008 - July 2008
Calyon Financial, Inc June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Analytic Reporting, Investments, Private Equity, Market Research, Valuation, Strategy Development, Due Diligence, Mergers, Growth Capital, Bridge Financing, Venture Financing, Venture Capital, Investment Banking
Education
Tufts University 2005 — 2009
BA, English
Weston High School 2001 — 2005
Guggenheim Partners October 2012 - Present
Boston Millennia Partners September 2009 - June 2012
Bank of New York Mellon June 2008 - July 2008
Calyon Financial, Inc June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Analytic Reporting, Investments, Private Equity, Market Research, Valuation, Strategy Development, Due Diligence, Mergers, Growth Capital, Bridge Financing, Venture Financing, Venture Capital, Investment Banking
Education
Tufts University 2005 — 2009
BA, English
Weston High School 2001 — 2005
Daniel DiMarino's Bank of New York Mellon Experience May 2007 - August 2007
Job Account Management at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions March 2014 - Present
Broadridge Financial Solutions February 2013 - March 2014
Broadridge January 2012 - February 2013
Broadridge March 2010 - January 2012
Broadridge August 2009 - March 2010
Broadridge October 2008 - August 2009
LiteCure LLC October 2007 - December 2007
Bank of New York Mellon May 2007 - August 2007
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Microsoft Excel, Financial Reporting, Accounting, Finance, Account Reconciliation, Banking, Sarbanes-Oxley Act, Financial Services, PowerPoint, Business Analysis, Leadership, Relationship Management, PeopleSoft, Management, Business Process..., Business Strategy, Securities, Analysis, Process Improvement, Due Diligence, Internal Audit, Internal Controls, Accounts Receivable, Project Management, Team Leadership, Back Office, Microsoft Word, Outlook, Microsoft Office, Access, Risk Management, Strategic Financial...
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BSBA, Finance
Herricks High School 2000 — 2004
Broadridge Financial Solutions March 2014 - Present
Broadridge Financial Solutions February 2013 - March 2014
Broadridge January 2012 - February 2013
Broadridge March 2010 - January 2012
Broadridge August 2009 - March 2010
Broadridge October 2008 - August 2009
LiteCure LLC October 2007 - December 2007
Bank of New York Mellon May 2007 - August 2007
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Microsoft Excel, Financial Reporting, Accounting, Finance, Account Reconciliation, Banking, Sarbanes-Oxley Act, Financial Services, PowerPoint, Business Analysis, Leadership, Relationship Management, PeopleSoft, Management, Business Process..., Business Strategy, Securities, Analysis, Process Improvement, Due Diligence, Internal Audit, Internal Controls, Accounts Receivable, Project Management, Team Leadership, Back Office, Microsoft Word, Outlook, Microsoft Office, Access, Risk Management, Strategic Financial...
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BSBA, Finance
Herricks High School 2000 — 2004
Bjorn Sperber Bjorn Sperber's Bank of New York Mellon Experience June 2004 - July 2007
Job Vice President of Financial Reporting, Infrastructure at The CIM Group
Industry Investment Management
Experience
The CIM Group February 2015 - Present
The CIM Group June 2010 - February 2015
Trust Company of the West August 2007 - June 2010
Bank of New York Mellon June 2004 - July 2007
Mellon Financial 2004 - 2007
Robinson's May / Meier & Frank May 2002 - June 2004
Skills
Asset Management, Valuation, Investments, Portfolio Management, Private Equity, Alternative Investments, Fund Accounting, Mutual Funds, Asset Managment, Hedge Funds, Financial Analysis, Accounting, Fund Administration, Investment Strategies, Leadership, Fund Of Funds, Equities, Financial Modeling, Due Diligence, Finance, Securities, Corporate Finance, Auditing, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investor Relations, Cash Management, Structured Finance, Strategic Financial..., Investment Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Economics
The CIM Group February 2015 - Present
The CIM Group June 2010 - February 2015
Trust Company of the West August 2007 - June 2010
Bank of New York Mellon June 2004 - July 2007
Mellon Financial 2004 - 2007
Robinson's May / Meier & Frank May 2002 - June 2004
Skills
Asset Management, Valuation, Investments, Portfolio Management, Private Equity, Alternative Investments, Fund Accounting, Mutual Funds, Asset Managment, Hedge Funds, Financial Analysis, Accounting, Fund Administration, Investment Strategies, Leadership, Fund Of Funds, Equities, Financial Modeling, Due Diligence, Finance, Securities, Corporate Finance, Auditing, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investor Relations, Cash Management, Structured Finance, Strategic Financial..., Investment Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Economics
Darove Carlo Valdez Darove Carlo Valdez's Bank of New York Mellon Experience June 2004 - September 2006
Job President at Stache Haus
Industry Apparel & Fashion
Experience
Stache Haus May 2012 - Present
United Airlines June 2007 - Present
Fusion Excel, International January 2010 - June 2012
Bank of New York Mellon June 2004 - September 2006
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Project Management, Strategic Planning, Team Building, Team Leadership, Event Planning, Marketing, Public Speaking, Social Networking
Education
Union County College 2002 — 2008
Associates in Applied Science
Stache Haus May 2012 - Present
United Airlines June 2007 - Present
Fusion Excel, International January 2010 - June 2012
Bank of New York Mellon June 2004 - September 2006
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Project Management, Strategic Planning, Team Building, Team Leadership, Event Planning, Marketing, Public Speaking, Social Networking
Education
Union County College 2002 — 2008
Associates in Applied Science
Enroy Pinnock's Bank of New York Mellon Experience January 1998 - January 1999
Job Trust Associate at John Hancock Retirement Plans Services
Industry Financial Services
Experience
Genzyme April 2010 - February 2011
Century Bank & Trust Company January 2007 - December 2009
Columbia Management January 2005 - July 2006
JPMorgan Chase /E*Trade Financial November 2002 - January 2005
Fiduciary Trust Company January 1999 - January 2002
Bank of New York Mellon January 1998 - January 1999
Skills
Accounting, Auditing, Securities, Account Reconciliation, Process Improvement, Banking, Investments, Management, Access, Security, Mutual Funds, Portfolio Management, Risk Management, Cash Management, Financial Services, Business Analysis, Coaching, Trading, Leadership, Time Management, Team Leadership, Microsoft Office, Training, Strategic Financial..., Strategic Planning, Analysis, Financial Analysis, Team Building, Budgets, Bloomberg, Equities, Microsoft Excel, Credit, Insurance, Asset Management, Series 7, Wealth Management, Financial Modeling
Education
Tufts University 1991 — 1997
Sociology BA
Tufts University 1991 — 1996
BA
Kent School 1987 — 1991
HS Diploma
CIS 229
Genzyme April 2010 - February 2011
Century Bank & Trust Company January 2007 - December 2009
Columbia Management January 2005 - July 2006
JPMorgan Chase /E*Trade Financial November 2002 - January 2005
Fiduciary Trust Company January 1999 - January 2002
Bank of New York Mellon January 1998 - January 1999
Skills
Accounting, Auditing, Securities, Account Reconciliation, Process Improvement, Banking, Investments, Management, Access, Security, Mutual Funds, Portfolio Management, Risk Management, Cash Management, Financial Services, Business Analysis, Coaching, Trading, Leadership, Time Management, Team Leadership, Microsoft Office, Training, Strategic Financial..., Strategic Planning, Analysis, Financial Analysis, Team Building, Budgets, Bloomberg, Equities, Microsoft Excel, Credit, Insurance, Asset Management, Series 7, Wealth Management, Financial Modeling
Education
Tufts University 1991 — 1997
Sociology BA
Tufts University 1991 — 1996
BA
Kent School 1987 — 1991
HS Diploma
CIS 229
Eric Gropper, MBA's Bank of New York Mellon Experience October 2005 - June 2006
Job Senior Financial Analyst at Benefitfocus
Industry Internet
Experience
The September 2015 - Present
Amazon January 2015 - September 2015
Amazon April 2014 - January 2015
Amazon.com September 2011 - March 2014
AGY September 2008 - September 2011
Westinghouse Electric Company September 2007 - December 2007
U.S. Commercial Service April 2007 - August 2007
Bank of New York Mellon October 2005 - June 2006
Burford Corporate Training September 2004 - September 2005
Graphic Communication International Union June 2004 - August 2004
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Universidad de Salamanca 2007 — 2007
Business Spanish
Rhodes College 1998 — 2002
BA, Economics and International Studies
Tabor Academy 1994 — 1998
High School Diploma
The September 2015 - Present
Amazon January 2015 - September 2015
Amazon April 2014 - January 2015
Amazon.com September 2011 - March 2014
AGY September 2008 - September 2011
Westinghouse Electric Company September 2007 - December 2007
U.S. Commercial Service April 2007 - August 2007
Bank of New York Mellon October 2005 - June 2006
Burford Corporate Training September 2004 - September 2005
Graphic Communication International Union June 2004 - August 2004
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Universidad de Salamanca 2007 — 2007
Business Spanish
Rhodes College 1998 — 2002
BA, Economics and International Studies
Tabor Academy 1994 — 1998
High School Diploma
Jennifer Wirts's Bank of New York Mellon Experience October 2007 - Present
Job Fund Accounting Supervisor at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon October 2007 - Present
Delaware Investments February 2007 - September 2007
West Oak Lane Charter School August 2005 - June 2006
Skills
Mutual Funds, Fund Accounting
Education
University of Delaware - Lerner College of Business and Economics
Finance
Bank of New York Mellon October 2007 - Present
Delaware Investments February 2007 - September 2007
West Oak Lane Charter School August 2005 - June 2006
Skills
Mutual Funds, Fund Accounting
Education
University of Delaware - Lerner College of Business and Economics
Finance
Gregory Pavone's Bank of New York Mellon Experience April 2008 - April 2010
Job VP, Compensation & Benefits at Gartner
Industry Information Technology and Services
Experience
Gartner April 2014 - Present
Gartner August 2012 - March 2014
Deloitte Consulting April 2010 - July 2012
Bank of New York Mellon April 2008 - April 2010
AllianceBernstein December 2005 - December 2007
McCann Worldgroup November 2004 - November 2005
PricewaterhouseCoopers January 1999 - October 2004
Education
University of Connecticut 1995 — 1999
Gartner April 2014 - Present
Gartner August 2012 - March 2014
Deloitte Consulting April 2010 - July 2012
Bank of New York Mellon April 2008 - April 2010
AllianceBernstein December 2005 - December 2007
McCann Worldgroup November 2004 - November 2005
PricewaterhouseCoopers January 1999 - October 2004
Education
University of Connecticut 1995 — 1999
Chad Fairchild's Bank of New York Mellon Experience October 2001 - May 2007
Job Assistant Manager Hedge Fund Accounting at Circle Partners
Industry Accounting
Experience
Circle Partners May 2008 - Present
Pinnacle Fund Administration, LLC May 2007 - May 2008
Bank of New York Mellon October 2001 - May 2007
Morgan Stanley Online June 2000 - October 2001
Merrill Lynch January 1999 - January 2000
Prudential Securities August 1997 - March 1998
Skills
Hedge Fund Accounting, Advent Geneva, Partnership Accounting, Bloomberg, Financial Statements, Team Building, Microsoft Excel, US GAAP reporting, IFRS, Swaps, Bank debt, Equities, Options, FX Options, Forwards, Futures, Hedge Funds, Fund Accounting, Alternative Investments, Fund Administration, Fund Of Funds, Derivatives, Fixed Income, Mutual Funds, Finance, Investments
Education
University of Florida 1995 — 1997
BSBA, Business Economics
Circle Partners May 2008 - Present
Pinnacle Fund Administration, LLC May 2007 - May 2008
Bank of New York Mellon October 2001 - May 2007
Morgan Stanley Online June 2000 - October 2001
Merrill Lynch January 1999 - January 2000
Prudential Securities August 1997 - March 1998
Skills
Hedge Fund Accounting, Advent Geneva, Partnership Accounting, Bloomberg, Financial Statements, Team Building, Microsoft Excel, US GAAP reporting, IFRS, Swaps, Bank debt, Equities, Options, FX Options, Forwards, Futures, Hedge Funds, Fund Accounting, Alternative Investments, Fund Administration, Fund Of Funds, Derivatives, Fixed Income, Mutual Funds, Finance, Investments
Education
University of Florida 1995 — 1997
BSBA, Business Economics
Rolland Basant's Bank of New York Mellon Experience October 2001 - October 2004
Job Owner, Freedom Financial Management and Financial Services Consultant
Industry Financial Services
Experience
Freedom Financial Management, Inc. April 2004 - Present
Zehnder Wealth Management November 2006 - Present
Bank of New York Mellon October 2001 - October 2004
Skills
Investments, Investment Strategies, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, 401k, Financial Advisory, Investment Management, Retirement, Asset Allocation, Financial Analysis, Income Tax, Personal Income Tax..., Small Business Tax, Tax Preparation, Corporate Tax, Tax Returns, Finance, Strategic Planning, Management, Financial Planning, Customer Service, Financial Reporting, Team Building, Mutual Funds
Education
University of Central Florida - College of Business Administration 1999 — 2001
Bachelor of Science (B.S.), Finance, General
Freedom Financial Management, Inc. April 2004 - Present
Zehnder Wealth Management November 2006 - Present
Bank of New York Mellon October 2001 - October 2004
Skills
Investments, Investment Strategies, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, 401k, Financial Advisory, Investment Management, Retirement, Asset Allocation, Financial Analysis, Income Tax, Personal Income Tax..., Small Business Tax, Tax Preparation, Corporate Tax, Tax Returns, Finance, Strategic Planning, Management, Financial Planning, Customer Service, Financial Reporting, Team Building, Mutual Funds
Education
University of Central Florida - College of Business Administration 1999 — 2001
Bachelor of Science (B.S.), Finance, General
Mariya Entina, CPA's Bank of New York Mellon Experience June 2008 - August 2008
Job Investment Analyst at Pacific Life
Industry Investment Management
Experience
Pacific Life May 2014 - Present
Capital Group December 2012 - April 2014
KPMG November 2010 - November 2012
Bank of New York Mellon June 2008 - August 2008
BNY Mellon June 2007 - July 2007
Skills
Investments, Asset Management, Finance, Financial Statements, Variance Analysis, Analysis, Big 4, IFRS, Investment Management, CPA, Charles River IMS, Mutual Funds, Separately Managed..., Bloomberg, Equities, Financial Markets, Tamale RMS, Fixed Income, Financial Analysis
Education
University of California, Los Angeles
BA, Economics and Accounting
Pacific Life May 2014 - Present
Capital Group December 2012 - April 2014
KPMG November 2010 - November 2012
Bank of New York Mellon June 2008 - August 2008
BNY Mellon June 2007 - July 2007
Skills
Investments, Asset Management, Finance, Financial Statements, Variance Analysis, Analysis, Big 4, IFRS, Investment Management, CPA, Charles River IMS, Mutual Funds, Separately Managed..., Bloomberg, Equities, Financial Markets, Tamale RMS, Fixed Income, Financial Analysis
Education
University of California, Los Angeles
BA, Economics and Accounting
Carol Leong's Bank of New York Mellon Experience 2002 - 2006
Job Senior Accountant
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets April 2014 - Present
Scotiabank Global Banking and Markets September 2007 - May 2014
The Bank of New York Mellon/JPMorgan Chase 2002 - 2007
Bank of New York Mellon 2002 - 2006
EP ENERGY 2001 - 2002
Skills
Interest Rate Swaps, Banking, Bloomberg, CDO, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Credit Analysis, Financial Reporting, Portfolio Management, Trading, Equities, Derivatives, Credit Risk, Credit, Swaps, Relationship Management, Fixed Income
Education
University of Houston 1993 — 2000
Bachelor's degree, Accounting
The University of Texas at San Antonio 1993 — 1994
Scotiabank Global Banking and Markets April 2014 - Present
Scotiabank Global Banking and Markets September 2007 - May 2014
The Bank of New York Mellon/JPMorgan Chase 2002 - 2007
Bank of New York Mellon 2002 - 2006
EP ENERGY 2001 - 2002
Skills
Interest Rate Swaps, Banking, Bloomberg, CDO, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Capital Markets, Credit Analysis, Financial Reporting, Portfolio Management, Trading, Equities, Derivatives, Credit Risk, Credit, Swaps, Relationship Management, Fixed Income
Education
University of Houston 1993 — 2000
Bachelor's degree, Accounting
The University of Texas at San Antonio 1993 — 1994
Marjorie Toombs's Bank of New York Mellon Experience October 2007 - Present
Job Trust Associate at Bank of New York Mellon
Industry Capital Markets
Experience
Bank of New York Mellon October 2007 - Present
Aegis Mortgage 2001 - 2007
Education
The University of Texas at Austin
Bank of New York Mellon October 2007 - Present
Aegis Mortgage 2001 - 2007
Education
The University of Texas at Austin
Jonathan O'Donnell's Bank of New York Mellon Experience April 1999 - June 2000
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation January 2006 - Present
Audax Group June 2000 - January 2006
Bank of New York Mellon April 1999 - June 2000
Trust Company of the West January 1998 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Fund Accounting
Education
Tufts University 1989 — 1994
Saugus High School
State Street Corporation January 2006 - Present
Audax Group June 2000 - January 2006
Bank of New York Mellon April 1999 - June 2000
Trust Company of the West January 1998 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Fund Accounting
Education
Tufts University 1989 — 1994
Saugus High School
Matt Laws's Bank of New York Mellon Experience September 2007 - August 2008
Job Business Management
Industry Management Consulting
Experience
Which Wich? Superior Sandwiches June 2010 - January 2014
Angleton High School August 2008 - June 2010
Bank of New York Mellon September 2007 - August 2008
Texas Land & Cattle Steakhouse August 2003 - May 2007
USA Karate May 2004 - August 2004
Skills
Management
Education
The University of Texas at San Antonio 2003 — 2007
Which Wich? Superior Sandwiches June 2010 - January 2014
Angleton High School August 2008 - June 2010
Bank of New York Mellon September 2007 - August 2008
Texas Land & Cattle Steakhouse August 2003 - May 2007
USA Karate May 2004 - August 2004
Skills
Management
Education
The University of Texas at San Antonio 2003 — 2007
Chris Harrison's Bank of New York Mellon Experience 1999 - 2003
Job Symphony Asset Mgt
Industry Financial Services
Experience
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Stephanie Zieger's Bank of New York Mellon Experience October 2007 - April 2008
Job Purchasing and reporting professional
Industry Oil & Energy
Experience
Equipment & Controls Africa August 2008 - July 2012
Bank of New York Mellon October 2007 - April 2008
Coldwater Creek February 2007 - October 2007
University of Pittsburgh January 1999 - January 2006
Wellesley College June 1997 - August 1998
Skills
Purchasing, Great Plains Software, Research, Data Entry, Grant Writing, Writing, Microsoft Office, Public Speaking, Procurement, PowerPoint, Word, Excel, Outlook, Data Analysis, Mentoring, Editing, Critical Thinking, Project Planning, Budgets, Teaching, Microsoft Excel, Problem Solving, Strategic Planning, Access, Analysis, Microsoft Word, Leadership, Higher Education, Customer Service, Training, Purchasing Processes
Education
University of Pittsburgh School of Medicine 1999 — 2006
ABD, Biochemistry
University College Cork 1998 — 1999
Certificate in Irish Studies, Irish Studies
Wellesley College 1995 — 1999
Bachelor of Arts, Chemistry
Equipment & Controls Africa August 2008 - July 2012
Bank of New York Mellon October 2007 - April 2008
Coldwater Creek February 2007 - October 2007
University of Pittsburgh January 1999 - January 2006
Wellesley College June 1997 - August 1998
Skills
Purchasing, Great Plains Software, Research, Data Entry, Grant Writing, Writing, Microsoft Office, Public Speaking, Procurement, PowerPoint, Word, Excel, Outlook, Data Analysis, Mentoring, Editing, Critical Thinking, Project Planning, Budgets, Teaching, Microsoft Excel, Problem Solving, Strategic Planning, Access, Analysis, Microsoft Word, Leadership, Higher Education, Customer Service, Training, Purchasing Processes
Education
University of Pittsburgh School of Medicine 1999 — 2006
ABD, Biochemistry
University College Cork 1998 — 1999
Certificate in Irish Studies, Irish Studies
Wellesley College 1995 — 1999
Bachelor of Arts, Chemistry
Michael Radu's Bank of New York Mellon Experience November 2007 - September 2009
Job Experience Creator at 1NE ENTERTAINMENT
Industry Entertainment
Experience
1NE Entertainment September 2009 - Present
Bank of New York Mellon November 2007 - September 2009
OffDaRic Ent. June 2005 - 2007
Tricon Development August 2005 - September 2006
Skills
Microsoft Excel, Entrepreneurship, Event Management, Event Planning, Finance, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Social Networking, Management
Education
University of Central Florida - College of Business Administration 2006 — 2008
Certificate, Entrepreneurship
University of Central Florida - College of Business Administration 2003 — 2006
B.A., Finance
University of Central Florida 2002 — 2006
B.A, Finance, Event Marketing
1NE Entertainment September 2009 - Present
Bank of New York Mellon November 2007 - September 2009
OffDaRic Ent. June 2005 - 2007
Tricon Development August 2005 - September 2006
Skills
Microsoft Excel, Entrepreneurship, Event Management, Event Planning, Finance, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Social Networking, Management
Education
University of Central Florida - College of Business Administration 2006 — 2008
Certificate, Entrepreneurship
University of Central Florida - College of Business Administration 2003 — 2006
B.A., Finance
University of Central Florida 2002 — 2006
B.A, Finance, Event Marketing
Austin Burns's Bank of New York Mellon Experience March 2006 - Present
Job Senior Fund Accountant at Bank of New York Mellon
Industry Accounting
Experience
Bank of New York Mellon March 2006 - Present
Blockbuster 2000 - 2005
Education
University of Central Florida 2000 — 2005
Bank of New York Mellon March 2006 - Present
Blockbuster 2000 - 2005
Education
University of Central Florida 2000 — 2005
Krishna Pradeep Sukapurath Madathil's Bank of New York Mellon Experience August 2001 - Present
Job Managing Director at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon August 2001 - Present
Logipolis Pte January 2000 - July 2001
Education
University of Calicut 1990 — 1993
Bachelor of Arts (B.A.), Literature
Bank of New York Mellon August 2001 - Present
Logipolis Pte January 2000 - July 2001
Education
University of Calicut 1990 — 1993
Bachelor of Arts (B.A.), Literature
Elizabeth McDaniel's Bank of New York Mellon Experience December 2007 - January 2009
Job Human Resources at ADP
Industry Human Resources
Experience
ADP 2013 - Present
Target March 2009 - May 2013
Bank of New York Mellon December 2007 - January 2009
Skills
HRIS, Succession Planning, Employee Relations, Human Resources, Recruiting, Performance Management, Onboarding, Interviews, Employee Benefits, Team Building
Education
State University of New York at Albany 1998 — 2001
Bachelor's degree, Biology, General
ADP 2013 - Present
Target March 2009 - May 2013
Bank of New York Mellon December 2007 - January 2009
Skills
HRIS, Succession Planning, Employee Relations, Human Resources, Recruiting, Performance Management, Onboarding, Interviews, Employee Benefits, Team Building
Education
State University of New York at Albany 1998 — 2001
Bachelor's degree, Biology, General
Bobby Steppi's Bank of New York Mellon Experience January 2001 - Present
Job Investment Accountant at Bank of New York Mellon
Industry Accounting
Experience
Bank of New York Mellon January 2001 - Present
Skills
Financial Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Modeling, Finance
Education
University of Delaware 1993 — 1998
Bachelor of Science, Finance and Economics
Bank of New York Mellon January 2001 - Present
Skills
Financial Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Modeling, Finance
Education
University of Delaware 1993 — 1998
Bachelor of Science, Finance and Economics
Aleksandra Gubareva's Bank of New York Mellon Experience June 2009 - August 2009
Job Sr. Associate and Analyst at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon August 2010 - February 2013
Bank of New York Mellon June 2009 - August 2009
MANHATTAN COMMERCIAL REALTY CORP December 2006 - July 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Real Estate License, Financial Modeling, Project Management, Analysis, Real Estate, Financial Analysis, Credit
Education
BARUCH COLLEGE, Zicklin School of Business 2008 — 2010
MBA, Finance
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Psychology
BNY Mellon February 2013 - Present
BNY Mellon August 2010 - February 2013
Bank of New York Mellon June 2009 - August 2009
MANHATTAN COMMERCIAL REALTY CORP December 2006 - July 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Real Estate License, Financial Modeling, Project Management, Analysis, Real Estate, Financial Analysis, Credit
Education
BARUCH COLLEGE, Zicklin School of Business 2008 — 2010
MBA, Finance
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Psychology
Ravi Kumar Ankam's Bank of New York Mellon Experience 2011 - Present
Job Sr Java Developer at Bank of New York Mellon
Industry Computer Software
Experience
Bank of New York Mellon 2011 - Present
Barclays Capital June 2009 - 2011
Guy Carpenter 2007 - 2009
Marsh & McLennan Companies, Inc. 2006 - 2007
Wipro 2004 - 2006
Skills
Spring
Education
University of Greenwich
Bank of New York Mellon 2011 - Present
Barclays Capital June 2009 - 2011
Guy Carpenter 2007 - 2009
Marsh & McLennan Companies, Inc. 2006 - 2007
Wipro 2004 - 2006
Skills
Spring
Education
University of Greenwich
Zac Maywood's Bank of New York Mellon Experience February 2005 - February 2006
Job iShares Americas Product Management
Industry Financial Services
Experience
BlackRock March 2013 - Present
BlackRock July 2007 - February 2013
BlackRock March 2006 - July 2007
Bank of New York Mellon February 2005 - February 2006
Skills
Fixed Income, Equities, Derivatives, Asset Management, Quantitative Analysis, Excel, Bonds, Options, Economics, Factset, SQL, Unix, Indexing, Swaps, Equity Indices, Fund Derivatives, Total Return Swaps, Portfolio Management, Risk Management, Hedge Funds, Bloomberg, Back Office, Investment Management, Credit, Tableau, Big Data, Performance Reporting, Morningstar Direct, Data Manipulation, Capital Markets, Securities, Investments, Financial Services, Financial Risk, Corporate Actions, ETFs, Alternative Investments, Financial Markets, Microsoft Excel
Education
University of Central Florida - College of Business Administration 2000 — 2004
Bachelor of Science (BS), Economics
BlackRock March 2013 - Present
BlackRock July 2007 - February 2013
BlackRock March 2006 - July 2007
Bank of New York Mellon February 2005 - February 2006
Skills
Fixed Income, Equities, Derivatives, Asset Management, Quantitative Analysis, Excel, Bonds, Options, Economics, Factset, SQL, Unix, Indexing, Swaps, Equity Indices, Fund Derivatives, Total Return Swaps, Portfolio Management, Risk Management, Hedge Funds, Bloomberg, Back Office, Investment Management, Credit, Tableau, Big Data, Performance Reporting, Morningstar Direct, Data Manipulation, Capital Markets, Securities, Investments, Financial Services, Financial Risk, Corporate Actions, ETFs, Alternative Investments, Financial Markets, Microsoft Excel
Education
University of Central Florida - College of Business Administration 2000 — 2004
Bachelor of Science (BS), Economics
Calin Stravoiu's Bank of New York Mellon Experience October 2004 - Present
Job Software Developer
Industry Information Technology and Services
Experience
Bank of New York Mellon October 2004 - Present
The Guardian Life Insurance Company of America March 2000 - September 2004
Standard & Poor's 1998 - 2000
Thomson Financial/ Dalcom 1997 - 1997
Teekay Shipping 1994 - 1996
Skills
Data Management, Core Java, Databases, Informatica, PowerBuilder, DB2, Web Applications, Flex, WebSphere ESB, Reference Data, Business Analysis, ETL, Trading Systems, Market Data, SDLC
Education
1988 — 1990
M.S., Mechanical Engineering
Bank of New York Mellon October 2004 - Present
The Guardian Life Insurance Company of America March 2000 - September 2004
Standard & Poor's 1998 - 2000
Thomson Financial/ Dalcom 1997 - 1997
Teekay Shipping 1994 - 1996
Skills
Data Management, Core Java, Databases, Informatica, PowerBuilder, DB2, Web Applications, Flex, WebSphere ESB, Reference Data, Business Analysis, ETL, Trading Systems, Market Data, SDLC
Education
1988 — 1990
M.S., Mechanical Engineering
Yehuda Joel Friedman's Bank of New York Mellon Experience June 2007 - March 2008
Job Associate Director at Orthodox Union
Industry Real Estate
Experience
Orthodox Union 2011 - Present
Orthodox Union July 2009 - February 2012
AREL Asset Management 2008 - 2009
Bank of New York Mellon June 2007 - March 2008
Skills
Management, Event Planning, Public Speaking, Event Management, Program Management, Research, Investments, Friendly Personality, Program Development, Asset Management, Social Media, Nonprofits, Analysis, Social Media Marketing, Fundraising, Microsoft Office, Business Development, Teaching, Community Outreach, Committed to..., Leadership, Project Management, Public Relations, Politics, Hedge Funds, Committed to Customer..., Strategic Planning, Social Networking, Commitment to Customer..., Data Analysis, Microsoft Excel, Business Strategy, Coaching, Editing, Marketing Strategy, Communication Skills, Volunteer Management, English, Budgets, Customer Service, Team Building, Entrepreneurship, Marketing
Education
Touro College 2002 — 2006
B.S, Marketing, Management
Orthodox Union 2011 - Present
Orthodox Union July 2009 - February 2012
AREL Asset Management 2008 - 2009
Bank of New York Mellon June 2007 - March 2008
Skills
Management, Event Planning, Public Speaking, Event Management, Program Management, Research, Investments, Friendly Personality, Program Development, Asset Management, Social Media, Nonprofits, Analysis, Social Media Marketing, Fundraising, Microsoft Office, Business Development, Teaching, Community Outreach, Committed to..., Leadership, Project Management, Public Relations, Politics, Hedge Funds, Committed to Customer..., Strategic Planning, Social Networking, Commitment to Customer..., Data Analysis, Microsoft Excel, Business Strategy, Coaching, Editing, Marketing Strategy, Communication Skills, Volunteer Management, English, Budgets, Customer Service, Team Building, Entrepreneurship, Marketing
Education
Touro College 2002 — 2006
B.S, Marketing, Management
Suling Choe's Bank of New York Mellon Experience May 2008 - Present
Job Sr. Regulatory Reporting Analyst at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon September 2010 - Present
Bank of New York Mellon May 2008 - Present
Education
University of California, Irvine 2000 — 2005
The Bank of New York Mellon September 2010 - Present
Bank of New York Mellon May 2008 - Present
Education
University of California, Irvine 2000 — 2005
AL SUTTON's Bank of New York Mellon Experience February 1999 - February 2002
Job Rcruiter at HSBC
Industry Information Technology and Services
Experience
Tech Exec Partners March 2008 - Present
Bear Stearns February 2005 - February 2008
Societe Generale February 2002 - February 2005
Bank of New York Mellon February 1999 - February 2002
HSBC January 1997 - February 1999
Education
University at Albany, SUNY 1985 — 1988
Tech Exec Partners March 2008 - Present
Bear Stearns February 2005 - February 2008
Societe Generale February 2002 - February 2005
Bank of New York Mellon February 1999 - February 2002
HSBC January 1997 - February 1999
Education
University at Albany, SUNY 1985 — 1988
Victoria Tarkovski's Bank of New York Mellon Experience January 2006 - August 2006
Job Global IT Executive Director
Industry Financial Services
Experience
KPMG US May 2011 - Present
KPMG April 2008 - April 2011
Boutigue Compliance Consulting Firm September 2006 - March 2008
Etrade Financial 2006 - 2007
Bank of New York Mellon January 2006 - August 2006
Morgan Stanley 2003 - 2005
Thomson Financial 2001 - 2002
Education
Union College 1994 — 1996
BA, Economics
KPMG US May 2011 - Present
KPMG April 2008 - April 2011
Boutigue Compliance Consulting Firm September 2006 - March 2008
Etrade Financial 2006 - 2007
Bank of New York Mellon January 2006 - August 2006
Morgan Stanley 2003 - 2005
Thomson Financial 2001 - 2002
Education
Union College 1994 — 1996
BA, Economics
Helen O'Shea-Laufman's Bank of New York Mellon Experience 1992 - 2000
Job Senior Business Analyst Data Governance at AIG
Industry Financial Services
Experience
AIG June 2010 - Present
Merrill Lynch Technology March 2001 - June 2010
Merrill Lynch April 2000 - April 2010
Chase Manhattan Corporation April 1992 - March 2000
Bank of New York Mellon 1992 - 2000
Skills
Software Documentation, Equities, Bloomberg, Fixed Income, Financial Markets, Capital Markets, Banking, Risk Management, Reference Data, Middle Office, Data Governance, Project Management, Prime Brokerage, Derivatives, Business Analysis, Market Data, Securities, Investment Banking, Financial Services
Education
Ulster University 1987 — 1991
BSc, Banking and Finance
Manor House 1981 — 1987
AIG June 2010 - Present
Merrill Lynch Technology March 2001 - June 2010
Merrill Lynch April 2000 - April 2010
Chase Manhattan Corporation April 1992 - March 2000
Bank of New York Mellon 1992 - 2000
Skills
Software Documentation, Equities, Bloomberg, Fixed Income, Financial Markets, Capital Markets, Banking, Risk Management, Reference Data, Middle Office, Data Governance, Project Management, Prime Brokerage, Derivatives, Business Analysis, Market Data, Securities, Investment Banking, Financial Services
Education
Ulster University 1987 — 1991
BSc, Banking and Finance
Manor House 1981 — 1987
Michael Anthony Nosek's Bank of New York Mellon Experience 2001 - 2006
Job Manager of Strategic Planning at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 2006 - Present
Bank of New York Mellon 2001 - 2006
Trust Company of the West 1994 - 2001
Bank of America 1992 - 1994
Jon Douglas Company 1989 - 1994
Capital Insight 1984 - 1989
Cantor Fitzgerald 1977 - 1984
Henry F. Swift & Co. 1974 - 1976
Pacific Stock Exchange, Pacific Clearing Corp. 1973 - 1974
Skills
Financial Modeling, Fixed Income, Hedge Funds, Financial Analysis, Structured Products, Asset Managment, Investments, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Series 7, Securities, Private Equity, Mergers & Acquisitions, Capital Markets, Derivatives, Strategic Financial..., Valuation, Trading, Investment Management, Bonds, Investment Banking, Strategic Planning, Investment Strategies, Corporate Finance, Risk Management, Due Diligence, Asset Allocation, Asset Management, Equities, Financial Services, Trading Systems, Fund Of Funds, Options, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
University of Colorado Boulder 1968 — 1972
BA, Finance, Marketing
Western Asset Management July 2006 - Present
Bank of New York Mellon 2001 - 2006
Trust Company of the West 1994 - 2001
Bank of America 1992 - 1994
Jon Douglas Company 1989 - 1994
Capital Insight 1984 - 1989
Cantor Fitzgerald 1977 - 1984
Henry F. Swift & Co. 1974 - 1976
Pacific Stock Exchange, Pacific Clearing Corp. 1973 - 1974
Skills
Financial Modeling, Fixed Income, Hedge Funds, Financial Analysis, Structured Products, Asset Managment, Investments, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Series 7, Securities, Private Equity, Mergers & Acquisitions, Capital Markets, Derivatives, Strategic Financial..., Valuation, Trading, Investment Management, Bonds, Investment Banking, Strategic Planning, Investment Strategies, Corporate Finance, Risk Management, Due Diligence, Asset Allocation, Asset Management, Equities, Financial Services, Trading Systems, Fund Of Funds, Options, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
University of Colorado Boulder 1968 — 1972
BA, Finance, Marketing
Lisa Lai's Bank of New York Mellon Experience September 2006 - Present
Job Institutional Accounting Group at Bank of New York Mellon
Industry Investment Management
Experience
Bank of New York Mellon September 2006 - Present
Capital Group 2005 - 2006
TCW 1997 - 2005
Mellon 1997 - 2005
Education
University of California, Los Angeles 1994 — 1997
BA, Economics
Bank of New York Mellon September 2006 - Present
Capital Group 2005 - 2006
TCW 1997 - 2005
Mellon 1997 - 2005
Education
University of California, Los Angeles 1994 — 1997
BA, Economics
Raju Gadtoula's Bank of New York Mellon Experience May 2014 - Present
Job Vice President at Bank of New YorkMellon
Industry Financial Services
Experience
Bank of New York-Mellon May 2014 - Present
Citi September 2011 - May 2014
Neuberger Berman September 2008 - September 2011
Lehman Brothers July 2005 - September 2008
NY State - DEC June 2004 - July 2005
Skills
Quality Assurance, SDLC, Fixed Income, Equities, Investment Banking, User Acceptance Testing, Business Analysis, Risk Management, Capital Markets, Agile Methodologies, Requirements Analysis, Scrum, Sprints, Trading Systems, Prime Brokerage, Quality Center, Sybase, Banking, Unix, Business Process, Project Management, Software Quality...
Education
SUNY Albany 2004 — 2005
MS
University of Arkansas at Monticello
Bank of New York-Mellon May 2014 - Present
Citi September 2011 - May 2014
Neuberger Berman September 2008 - September 2011
Lehman Brothers July 2005 - September 2008
NY State - DEC June 2004 - July 2005
Skills
Quality Assurance, SDLC, Fixed Income, Equities, Investment Banking, User Acceptance Testing, Business Analysis, Risk Management, Capital Markets, Agile Methodologies, Requirements Analysis, Scrum, Sprints, Trading Systems, Prime Brokerage, Quality Center, Sybase, Banking, Unix, Business Process, Project Management, Software Quality...
Education
SUNY Albany 2004 — 2005
MS
University of Arkansas at Monticello
Marie Kacmarsky's Bank of New York Mellon Experience June 2005 - November 2009
Job Bristol Community College
Industry Investment Management
Experience
Bristol Community College 2009 - 2010
Kappa Alpha Theta Advisory Board 2004 - 2010
Bank of New York Mellon June 2005 - November 2009
TD Waterhouse 2000 - 2003
Wells Fargo Investments August 1998 - October 2000
Education
University of Rhode Island 2006 — 2008
MBA
University of California, Davis 1995 — 1999
BS, Economics
Bristol Community College 2009 - 2010
Kappa Alpha Theta Advisory Board 2004 - 2010
Bank of New York Mellon June 2005 - November 2009
TD Waterhouse 2000 - 2003
Wells Fargo Investments August 1998 - October 2000
Education
University of Rhode Island 2006 — 2008
MBA
University of California, Davis 1995 — 1999
BS, Economics
Tony Sherretz's Bank of New York Mellon Experience December 2008 - February 2014
Job Alternative Investments Accountant at UMB Fund Services
Industry Investment Banking
Experience
UMB Fund Services March 2014 - Present
Bank of New York Mellon December 2008 - February 2014
Swift Financial April 2007 - October 2008
Skills
Investments, Credit, Leadership, Hedge Funds, Banking, Private Equity, Alternative Investments, Bloomberg, Financial Analysis, Financial Services, Equities, Securities
Education
University of Delaware 1999 — 2003
·Bachelor of Science, Marketing and Communications
UMB Fund Services March 2014 - Present
Bank of New York Mellon December 2008 - February 2014
Swift Financial April 2007 - October 2008
Skills
Investments, Credit, Leadership, Hedge Funds, Banking, Private Equity, Alternative Investments, Bloomberg, Financial Analysis, Financial Services, Equities, Securities
Education
University of Delaware 1999 — 2003
·Bachelor of Science, Marketing and Communications
Frank Barnett's Bank of New York Mellon Experience October 2004 - May 2005
Job Senior Analyst/COBOL Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
JPMorgan May 2005 - August 2007
JP Morgan Chase 2005 - 2007
Bank of New York Mellon October 2004 - May 2005
Liberty Mutual Insurance April 2004 - October 2004
Parker Hannifin October 2003 - April 2004
jcpenney October 2002 - May 2003
BNSF Railway July 1998 - March 2002
Boeing October 1983 - June 1998
Skills
Testing, Programming, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Agile Methodologies, Vendor Management, Data Warehousing, DB2, SQL, Quality Center, ETL, Software Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1978 — 1980
B.S., Management
The University of Texas at Dallas 1977 — 1980
Accounting and Computer Science
Fidelity Investments August 2007 - Present
JPMorgan May 2005 - August 2007
JP Morgan Chase 2005 - 2007
Bank of New York Mellon October 2004 - May 2005
Liberty Mutual Insurance April 2004 - October 2004
Parker Hannifin October 2003 - April 2004
jcpenney October 2002 - May 2003
BNSF Railway July 1998 - March 2002
Boeing October 1983 - June 1998
Skills
Testing, Programming, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Agile Methodologies, Vendor Management, Data Warehousing, DB2, SQL, Quality Center, ETL, Software Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1978 — 1980
B.S., Management
The University of Texas at Dallas 1977 — 1980
Accounting and Computer Science
Anna Tiu (Zaleska)'s Bank of New York Mellon Experience June 2004 - January 2006
Job Senior Financial Analyst at Starwood Vacation Ownership
Industry Hospitality
Experience
Starwood Vacation Ownership July 2013 - Present
Starwood Vacation Ownership June 2011 - June 2013
Starwood Vacation Ownership August 2007 - June 2011
Marriott Vacation Club International January 2006 - June 2007
Bank of New York Mellon June 2004 - January 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Access, PowerPoint, Budgets, Cash Flow, Financial Modeling, Accounts Receivable, Account Reconciliation, General Ledger, Accounting, Finance, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA
University of Central Florida - College of Business Administration 2000 — 2004
B.S.B.A., Finance - Int'l Business Track
Starwood Vacation Ownership July 2013 - Present
Starwood Vacation Ownership June 2011 - June 2013
Starwood Vacation Ownership August 2007 - June 2011
Marriott Vacation Club International January 2006 - June 2007
Bank of New York Mellon June 2004 - January 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Access, PowerPoint, Budgets, Cash Flow, Financial Modeling, Accounts Receivable, Account Reconciliation, General Ledger, Accounting, Finance, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA
University of Central Florida - College of Business Administration 2000 — 2004
B.S.B.A., Finance - Int'l Business Track
Cathy MacArthur's Bank of New York Mellon Experience July 2007 - December 2008
Job Managing Director at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
Jeffrey Carmignani's Bank of New York Mellon Experience June 2015 - Present
Job Vice President, Global Outsourcing Deal Team at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2015 - Present
Bank of New York Mellon June 2013 - June 2015
Bank of New York Mellon January 2010 - June 2013
Bank of New York Mellon October 2005 - January 2010
Investors Bank & Trust October 2004 - September 2005
MFS Investment Management July 1998 - July 2004
Skills
Settlement, Middle Office, Mutual Funds, Fixed Income, Corporate Actions, Back Office, Equities, Securities, Bloomberg, Derivatives, Trading, Alternative Investments, Swaps, Asset Managment, Fund Accounting, FX Options, Financial Services, Asset Allocation, Capital Markets, SWIFT payments
Education
Western New England University 2000 — 2001
MBA, Finance
University of Florida 1995 — 1998
Bachelor of Science, Finance
Bank of New York Mellon June 2015 - Present
Bank of New York Mellon June 2013 - June 2015
Bank of New York Mellon January 2010 - June 2013
Bank of New York Mellon October 2005 - January 2010
Investors Bank & Trust October 2004 - September 2005
MFS Investment Management July 1998 - July 2004
Skills
Settlement, Middle Office, Mutual Funds, Fixed Income, Corporate Actions, Back Office, Equities, Securities, Bloomberg, Derivatives, Trading, Alternative Investments, Swaps, Asset Managment, Fund Accounting, FX Options, Financial Services, Asset Allocation, Capital Markets, SWIFT payments
Education
Western New England University 2000 — 2001
MBA, Finance
University of Florida 1995 — 1998
Bachelor of Science, Finance
Ashley Keniston, MBA's Bank of New York Mellon Experience June 2007 - January 2010
Job Global Clearance Associate at Pershing
Industry Financial Services
Experience
Pershing February 2011 - Present
The Bank of New York January 2010 - February 2011
Bank of New York Mellon June 2007 - January 2010
Skills
Financial Reporting, Financial Analysis, Financial Services, Account Reconciliation, Securities, Financial Modeling, Trading, Accounting, Portfolio Management, Derivatives, Mutual Funds, Settlement
Education
University of Central Florida 2011 — 2013
PMBA, Business Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration Finance
Pershing February 2011 - Present
The Bank of New York January 2010 - February 2011
Bank of New York Mellon June 2007 - January 2010
Skills
Financial Reporting, Financial Analysis, Financial Services, Account Reconciliation, Securities, Financial Modeling, Trading, Accounting, Portfolio Management, Derivatives, Mutual Funds, Settlement
Education
University of Central Florida 2011 — 2013
PMBA, Business Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration Finance
Diana L. Heald's Bank of New York Mellon Experience February 2001 - March 2002
Job Customer Service for AT&T at Sutherland Global Services
Industry Information Technology and Services
Experience
TurboTax December 2005 - September 2014
Sutherland Global Services May 2012 - August 2014
Sutherland Global Services May 2011 - March 2012
Sam's Club May 2005 - September 2011
Bank of New York Mellon February 2001 - March 2002
Empire Medicare March 1999 - February 2001
Keane October 1997 - March 1999
Syracuse University July 1995 - October 1997
Computer Task Group December 1983 - March 1995
Mutual of New York May 1982 - November 1983
Skills
COBOL, DB2, Databases, Mainframe, Testing, Software Development
Education
University of California, Riverside 1962 — 1967
BA, Zoology
TurboTax December 2005 - September 2014
Sutherland Global Services May 2012 - August 2014
Sutherland Global Services May 2011 - March 2012
Sam's Club May 2005 - September 2011
Bank of New York Mellon February 2001 - March 2002
Empire Medicare March 1999 - February 2001
Keane October 1997 - March 1999
Syracuse University July 1995 - October 1997
Computer Task Group December 1983 - March 1995
Mutual of New York May 1982 - November 1983
Skills
COBOL, DB2, Databases, Mainframe, Testing, Software Development
Education
University of California, Riverside 1962 — 1967
BA, Zoology
Rebecca Crowder, CWS®, CSOP's Bank of New York Mellon Experience January 1990 - August 1994
Job Executive Vice President at San Antonio Capital & Trust LLC
Industry Financial Services
Experience
San Antonio Capital & Trust, LLC July 2011 - Present
USAA September 1994 - July 2009
Bank of New York Mellon January 1990 - August 1994
Frost Bank May 1981 - December 1989
Skills
Risk Management, Insurance, Vendor Management, Series 7, Wealth Management, Trust Services, Operations Management, Security Operations, Compliance, Internal Audit, Fiduciary Audit, Executive Management, Process Improvement, Mutual Funds, Investments, Business Process, Leadership, Management, Strategic Financial..., Change Management, Outsourcing, Finance, Business Development, Security Operations..., Team Building, Trust Management, Investment Management, Fiduciary Management, Personal Trust..., Trust Operations, Financial Services, Securities, Financial Planning
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Cannon Financial Institute 1995 — 1997
Securities Operations
Bank Administration Institute 1985 — 1988
Bank Operations
The University of Texas at San Antonio 1977 — 1981
BBA, Information Systems, 3.18
San Antonio Capital & Trust, LLC July 2011 - Present
USAA September 1994 - July 2009
Bank of New York Mellon January 1990 - August 1994
Frost Bank May 1981 - December 1989
Skills
Risk Management, Insurance, Vendor Management, Series 7, Wealth Management, Trust Services, Operations Management, Security Operations, Compliance, Internal Audit, Fiduciary Audit, Executive Management, Process Improvement, Mutual Funds, Investments, Business Process, Leadership, Management, Strategic Financial..., Change Management, Outsourcing, Finance, Business Development, Security Operations..., Team Building, Trust Management, Investment Management, Fiduciary Management, Personal Trust..., Trust Operations, Financial Services, Securities, Financial Planning
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Cannon Financial Institute 1995 — 1997
Securities Operations
Bank Administration Institute 1985 — 1988
Bank Operations
The University of Texas at San Antonio 1977 — 1981
BBA, Information Systems, 3.18
Frederick Bromberg's Bank of New York Mellon Experience 2010 - Present
Job Executive Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2010 - Present
JPMorgan 1998 - 2009
Bankers Trust Company 1996 - 1998
Morgan Guaranty 1991 - 1996
Marine Midland Bank/HSBC 1985 - 1991
Education
Thunderbird School of Global Management 1977 — 1977
Masters, Int'l Business
University of Utah
BS
Bank of New York Mellon 2010 - Present
JPMorgan 1998 - 2009
Bankers Trust Company 1996 - 1998
Morgan Guaranty 1991 - 1996
Marine Midland Bank/HSBC 1985 - 1991
Education
Thunderbird School of Global Management 1977 — 1977
Masters, Int'l Business
University of Utah
BS
Ramya Ramakrishnan PMP's Bank of New York Mellon Experience May 2009 - Present
Job Senior Project Manager at First Citizens Bank
Industry Information Technology and Services
Experience
First Citizens Bank October 2014 - Present
Bank of New York Mellon May 2009 - Present
Cognizant Technology Solutions August 2004 - January 2009
Euroclydon Industries Inc May 2003 - May 2004
Skills
SDLC, Project Management, Business Analysis, Requirements Gathering, Project Status Reporting, Software Project..., Requirements Analysis, Vendor Management, PMO, Project Portfolio..., Risk Management, PMP, Process Improvement, Information Technology, Testing, Change Management, Team Leadership, IT Strategy, Business Process
Education
The University of Texas at Dallas 2001 — 2003
Master of Science (M.S.), Electrical, Electronics and Communications Engineering
University of Madras 1996 — 2000
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
First Citizens Bank October 2014 - Present
Bank of New York Mellon May 2009 - Present
Cognizant Technology Solutions August 2004 - January 2009
Euroclydon Industries Inc May 2003 - May 2004
Skills
SDLC, Project Management, Business Analysis, Requirements Gathering, Project Status Reporting, Software Project..., Requirements Analysis, Vendor Management, PMO, Project Portfolio..., Risk Management, PMP, Process Improvement, Information Technology, Testing, Change Management, Team Leadership, IT Strategy, Business Process
Education
The University of Texas at Dallas 2001 — 2003
Master of Science (M.S.), Electrical, Electronics and Communications Engineering
University of Madras 1996 — 2000
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
Lingbo(LB) Chang's Bank of New York Mellon Experience August 2009 - October 2011
Job Senior Analyst
Industry Financial Services
Experience
U.S. Rilin Corp December 2011 - Present
маяк ООО (U.S. RILIN CORP) July 2012 - February 2013
Bank of New York Mellon August 2009 - October 2011
Bank of New York Mellon August 2007 - August 2009
Education
The University of Texas at Austin 2004 — 2007
Economics
U.S. Rilin Corp December 2011 - Present
маяк ООО (U.S. RILIN CORP) July 2012 - February 2013
Bank of New York Mellon August 2009 - October 2011
Bank of New York Mellon August 2007 - August 2009
Education
The University of Texas at Austin 2004 — 2007
Economics
Michael Brew's Bank of New York Mellon Experience January 2006 - December 2006
Job Senior Advisor at Party Planning Perfection (PPP)
Industry Events Services
Experience
Party Planning Perfection (PPP) January 2014 - Present
Allen Consulting April 2014 - January 2015
BNY Mellon January 2007 - March 2013
Bank of New York Mellon January 2006 - December 2006
BNY Mellon January 2003 - December 2005
BNY Mellon January 2000 - December 2002
Skills
Vendor Management, PMO, Derivatives, Equities, Banking, Fixed Income, Asset Management, PMP, Project Portfolio..., Visio, Process Improvement, Mainframe, COBOL, Software Project..., Securities, SQL, Software Development, Project Planning, SDLC, Business Analysis, Program Management, Financial Services, Back Office, IT Strategy, DB2, Management, Requirements Gathering, Business Requirements, Testing, Strategy, Leadership, User Acceptance Testing, Data Warehousing, IT Management, Project Delivery, Requirements Analysis, Integration, Enterprise Architecture, Business Intelligence, Outsourcing
Education
Monmouth University
Master of Business Administration (MBA)
University of Delaware
Bachelor of Science in Business Administration, Finance, General
Party Planning Perfection (PPP) January 2014 - Present
Allen Consulting April 2014 - January 2015
BNY Mellon January 2007 - March 2013
Bank of New York Mellon January 2006 - December 2006
BNY Mellon January 2003 - December 2005
BNY Mellon January 2000 - December 2002
Skills
Vendor Management, PMO, Derivatives, Equities, Banking, Fixed Income, Asset Management, PMP, Project Portfolio..., Visio, Process Improvement, Mainframe, COBOL, Software Project..., Securities, SQL, Software Development, Project Planning, SDLC, Business Analysis, Program Management, Financial Services, Back Office, IT Strategy, DB2, Management, Requirements Gathering, Business Requirements, Testing, Strategy, Leadership, User Acceptance Testing, Data Warehousing, IT Management, Project Delivery, Requirements Analysis, Integration, Enterprise Architecture, Business Intelligence, Outsourcing
Education
Monmouth University
Master of Business Administration (MBA)
University of Delaware
Bachelor of Science in Business Administration, Finance, General
Greg Weachock's Bank of New York Mellon Experience September 2006 - May 2007
Job Vice President. Sr. Philanthropic Officer, U.S. Trust, Bank of America Private Wealth Managet
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
John Wojtasik's Bank of New York Mellon Experience November 2004 - June 2010
Job Associate at Pershing
Industry Financial Services
Experience
Pershing June 2010 - Present
Bank of New York Mellon November 2004 - June 2010
Education
University of Central Florida - College of Business Administration 1999 — 2004
BS, Accounting
Pershing June 2010 - Present
Bank of New York Mellon November 2004 - June 2010
Education
University of Central Florida - College of Business Administration 1999 — 2004
BS, Accounting
George Madzima's Bank of New York Mellon Experience August 2007 - Present
Job process analyst at Bank of New York Mellon
Industry Accounting
Experience
Bank of New York Mellon August 2007 - Present
JP Morgan Chase January 2006 - August 2007
Education
University of Derby 2000 — 2001
MBA, Managment accounting
Bank of New York Mellon August 2007 - Present
JP Morgan Chase January 2006 - August 2007
Education
University of Derby 2000 — 2001
MBA, Managment accounting
Corey Exantus's Bank of New York Mellon Experience August 2007 - October 2008
Job President & Owner of Ledger 2 Ledger, Inc. Accounting & Tax Solutions
Industry Financial Services
Experience
Ledger 2 Ledger, Inc. December 2013 - Present
Consulate Management Company October 2008 - Present
Bank of New York Mellon August 2007 - October 2008
Skills
Tax, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Auditing, Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Budgets, Corporate Tax, Customer Service, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Journal Entries, PowerPoint, Public Speaking, Research, Strategic Planning, Tax Returns, Team Building
Education
University of Central Florida 2004 — 2006
Bachelor's, Accounting
Ledger 2 Ledger, Inc. December 2013 - Present
Consulate Management Company October 2008 - Present
Bank of New York Mellon August 2007 - October 2008
Skills
Tax, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Auditing, Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Budgets, Corporate Tax, Customer Service, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Journal Entries, PowerPoint, Public Speaking, Research, Strategic Planning, Tax Returns, Team Building
Education
University of Central Florida 2004 — 2006
Bachelor's, Accounting
Alex Lerman's Bank of New York Mellon Experience January 2001 - June 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
Bank of New York Mellon January 2001 - June 2006
Prudential Financial June 1993 - June 1999
Skills
Business Analysis, Integration, Banking, SDLC, Requirements Analysis, Project Management, Process Improvement, Business Requirements, Requirements Gathering, Visio, Financial Services, MS Project, IT Management, Leadership, Software Development, Back Office, Business Process, Business Process..., Business Intelligence
Education
State University of New York at Albany
Bachelor of Science, MIS
Morgan Stanley July 2006 - Present
Bank of New York Mellon January 2001 - June 2006
Prudential Financial June 1993 - June 1999
Skills
Business Analysis, Integration, Banking, SDLC, Requirements Analysis, Project Management, Process Improvement, Business Requirements, Requirements Gathering, Visio, Financial Services, MS Project, IT Management, Leadership, Software Development, Back Office, Business Process, Business Process..., Business Intelligence
Education
State University of New York at Albany
Bachelor of Science, MIS
Frieda Kogan's Bank of New York Mellon Experience October 1988 - April 2008
Job Senior Business Analyst at a Major NYC Bank
Industry Information Technology and Services
Experience
Major NYC Bank February 2014 - Present
Major NYC Bank March 2011 - December 2013
COMTIS Consulting - GET IT PAID December 2008 - December 2010
Bank of New York Mellon October 1988 - April 2008
Skills
AML, KYC, OFAC, Compliance, Retail Banking, Customer Service, USA PATRIOT Act, Bank Secrecy Act, Customer Relations, Microsoft Office, Excel, Banking Operations, PowerPoint, PMO, Program Management, Microsoft Excel, SDLC, Analysis, Project Management, Disaster Recovery, Process Improvement, Business Analysis, Core Banking, Training, Software Documentation, User Acceptance Testing, Financial Risk, Due Diligence, SQL, Financial Services, Testing, Risk Management, Business Requirements, Sybase, Data Analysis, Banking
Education
Touro College 1988 — 1992
BS, Computer Science
Major NYC Bank February 2014 - Present
Major NYC Bank March 2011 - December 2013
COMTIS Consulting - GET IT PAID December 2008 - December 2010
Bank of New York Mellon October 1988 - April 2008
Skills
AML, KYC, OFAC, Compliance, Retail Banking, Customer Service, USA PATRIOT Act, Bank Secrecy Act, Customer Relations, Microsoft Office, Excel, Banking Operations, PowerPoint, PMO, Program Management, Microsoft Excel, SDLC, Analysis, Project Management, Disaster Recovery, Process Improvement, Business Analysis, Core Banking, Training, Software Documentation, User Acceptance Testing, Financial Risk, Due Diligence, SQL, Financial Services, Testing, Risk Management, Business Requirements, Sybase, Data Analysis, Banking
Education
Touro College 1988 — 1992
BS, Computer Science
Adam Tessler's Bank of New York Mellon Experience October 2007 - December 2009
Job BNY Mellon Global Client Management
Industry Banking
Experience
BNY Mellon December 2009 - Present
Bank of New York Mellon October 2007 - December 2009
DBRS 2006 - 2007
Opteum Financial Services 2003 - 2007
Skills
Risk Management, Management, Mortgage Lending, Structured Finance, Capital Markets, Credit Risk, Banking, Credit, Financial Markets, Underwriting, Portfolio Management, Financial Risk, Loans, Bonds, Loan Origination, Investments
Education
University of Hartford 1999 — 2003
B.A., Entrepreneurial Studies
Ramapo high School
BNY Mellon December 2009 - Present
Bank of New York Mellon October 2007 - December 2009
DBRS 2006 - 2007
Opteum Financial Services 2003 - 2007
Skills
Risk Management, Management, Mortgage Lending, Structured Finance, Capital Markets, Credit Risk, Banking, Credit, Financial Markets, Underwriting, Portfolio Management, Financial Risk, Loans, Bonds, Loan Origination, Investments
Education
University of Hartford 1999 — 2003
B.A., Entrepreneurial Studies
Ramapo high School
Jill Povol's Bank of New York Mellon Experience 1996 - 1999
Job Senior Business Analyst (eCommerce, FX, Rates)
Industry Investment Banking
Experience
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Bank of New York Mellon 1996 - 1999
Education
University of Connecticut
BA, Economics
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Bank of New York Mellon 1996 - 1999
Education
University of Connecticut
BA, Economics
rick gable's Bank of New York Mellon Experience 2007 - 2009
Job Manager at Pioneer Service and Supply Inc.
Industry Banking
Experience
Pioneer Service and Supply Inc. October 2008 - Present
Bank of New York Mellon 2007 - 2009
Education
Thiel College 2003 — 2007
BA, Business Administration, International Business
Pioneer Service and Supply Inc. October 2008 - Present
Bank of New York Mellon 2007 - 2009
Education
Thiel College 2003 — 2007
BA, Business Administration, International Business
Wendy Katz's Bank of New York Mellon Experience September 2005 - Present
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 2005 - Present
Education
University of Delaware 1995 — 1999
BS, Finance/Economics
Bank of New York Mellon September 2005 - Present
Education
University of Delaware 1995 — 1999
BS, Finance/Economics
Lauren Giddins, MBA's Bank of New York Mellon Experience May 2003 - June 2007
Job Licensed Health Insurance Agent at Homeland Healthcare
Industry Insurance
Experience
Homeland HealthCare, Inc. August 2012 - Present
Nations Insurance Solutions April 2011 - May 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Insurance Care Direct September 2009 - February 2010
Citigroup Smith Barney September 2007 - November 2008
Bank of New York Mellon May 2003 - June 2007
Skills
Retirement Planning, Estate Planning, Commercial Banking, Cash Management, Insurance, Borrowing, Strategic Financial..., Securities, Loans, Financial Planners, Wealth Management, Series 7, Asset Allocation, Alternative Investments, Credit, Portfolio Management, Investments, Asset Management, Fixed Income, Equities, Finance, Financial Analysis, Credit Analysis, Financial Modeling, Financial Markets, Capital Markets, Bloomberg, Commercial Lending, Investment Banking, Banking, Corporate Finance, Series 63, Mutual Funds, Small Business Lending, Investment Advisory, Financial Advisory, Investment Strategies, Retirement, Fixed Annuities, Financial Services, Small Business, Investment Management, Wealth Management..., Wealth, Bonds, Health Insurance, IRAs, Financial Risk, Series 65, Financial Planning
Education
University of Miami - School of Business 2007 — 2009
MBA, International Business
University of Florida - Warrington College of Business Administration 2001 — 2004
Bachelor's of Science in Business Administration, Finance
Homeland HealthCare, Inc. August 2012 - Present
Nations Insurance Solutions April 2011 - May 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Insurance Care Direct September 2009 - February 2010
Citigroup Smith Barney September 2007 - November 2008
Bank of New York Mellon May 2003 - June 2007
Skills
Retirement Planning, Estate Planning, Commercial Banking, Cash Management, Insurance, Borrowing, Strategic Financial..., Securities, Loans, Financial Planners, Wealth Management, Series 7, Asset Allocation, Alternative Investments, Credit, Portfolio Management, Investments, Asset Management, Fixed Income, Equities, Finance, Financial Analysis, Credit Analysis, Financial Modeling, Financial Markets, Capital Markets, Bloomberg, Commercial Lending, Investment Banking, Banking, Corporate Finance, Series 63, Mutual Funds, Small Business Lending, Investment Advisory, Financial Advisory, Investment Strategies, Retirement, Fixed Annuities, Financial Services, Small Business, Investment Management, Wealth Management..., Wealth, Bonds, Health Insurance, IRAs, Financial Risk, Series 65, Financial Planning
Education
University of Miami - School of Business 2007 — 2009
MBA, International Business
University of Florida - Warrington College of Business Administration 2001 — 2004
Bachelor's of Science in Business Administration, Finance
Cedric Autet's Bank of New York Mellon Experience February 2005 - October 2014
Job Chief Operating Officer at Artemus
Industry Fine Art
Experience
Artemus ǀ Art leasing & financing company - website: www.artemus.com October 2014 - Present
Bank of New York Mellon February 2005 - October 2014
GlobeOp Financial Services October 2003 - February 2005
A.B. Edelman Management Company Inc. (Hedge Fund with 250MM in AUM) March 2000 - October 2003
Skills
Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Financial Markets, Fund Accounting, Valuation, Financial Analysis, Private Equity, Software Proficiency, Operations Management, Client Relations, Budgeting, Staff Supervision, Finance
Education
Université Panthéon Assas (Paris II) 1996 — 1997
Master, Accounting & Finance
Université Panthéon Assas (Paris II) 1992 — 1996
Bachelor, Economics
Artemus ǀ Art leasing & financing company - website: www.artemus.com October 2014 - Present
Bank of New York Mellon February 2005 - October 2014
GlobeOp Financial Services October 2003 - February 2005
A.B. Edelman Management Company Inc. (Hedge Fund with 250MM in AUM) March 2000 - October 2003
Skills
Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Financial Markets, Fund Accounting, Valuation, Financial Analysis, Private Equity, Software Proficiency, Operations Management, Client Relations, Budgeting, Staff Supervision, Finance
Education
Université Panthéon Assas (Paris II) 1996 — 1997
Master, Accounting & Finance
Université Panthéon Assas (Paris II) 1992 — 1996
Bachelor, Economics
Amanda McMillan's Bank of New York Mellon Experience June 2008 - Present
Job Senior Operations Accountant I at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2008 - Present
Prudential Financial October 2007 - April 2008
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bank of New York Mellon June 2008 - Present
Prudential Financial October 2007 - April 2008
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Jason Lancellotti's Bank of New York Mellon Experience August 2010 - Present
Job Derivatives Trade Specialist at Bank of New York Mellon
Industry Capital Markets
Experience
Bank of New York Mellon August 2010 - Present
University of Colorado September 2007 - December 2007
ESP Painting Co January 2006 - August 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance, Economics, International Business
Vesalius College, Brussels, Belgium 2009 — 2009
International Business and Political Science
Bank of New York Mellon August 2010 - Present
University of Colorado September 2007 - December 2007
ESP Painting Co January 2006 - August 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance, Economics, International Business
Vesalius College, Brussels, Belgium 2009 — 2009
International Business and Political Science
Chandra Lopez's Bank of New York Mellon Experience September 1995 - Present
Job Payment Specialist at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 1995 - Present
Uniform Printing March 1994 - September 1995
Education
University of Calcutta
Bachelor, Biology
Bank of New York Mellon September 1995 - Present
Uniform Printing March 1994 - September 1995
Education
University of Calcutta
Bachelor, Biology
LAURA BRODY's Bank of New York Mellon Experience 2004 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Experience Unlimited 2010 - 2010
Bank of New York Mellon 2004 - 2009
RCM 1987 - 2004
Morgan Stanley Dean Witter 1976 - 1986
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting & Finance
University of Southern California 1961 — 1965
BA, Economics
Experience Unlimited 2010 - 2010
Bank of New York Mellon 2004 - 2009
RCM 1987 - 2004
Morgan Stanley Dean Witter 1976 - 1986
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting & Finance
University of Southern California 1961 — 1965
BA, Economics
Robin Billy's Bank of New York Mellon Experience October 2010 - Present
Job Alternative Investment Trade Administrator at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon October 2010 - Present
JP Morgan 2005 - 2008
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2001 - 2002
Wachovia, A Wells Fargo Company 2000 - 2001
Transamerica 1999 - 2000
MBNA 1993 - 1999
MBNA 1991 - 1993
MBNA 1990 - 1991
Skills
Vendor Management, Relationship Management, Investments, Banking
Education
University of Delaware
BA
Bank of New York Mellon October 2010 - Present
JP Morgan 2005 - 2008
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2001 - 2002
Wachovia, A Wells Fargo Company 2000 - 2001
Transamerica 1999 - 2000
MBNA 1993 - 1999
MBNA 1991 - 1993
MBNA 1990 - 1991
Skills
Vendor Management, Relationship Management, Investments, Banking
Education
University of Delaware
BA
Dale Skipper's Bank of New York Mellon Experience 2002 - 2003
Job Buyer at CarMax
Industry Automotive
Experience
CarMax October 2005 - Present
Interlachen Financial Group 2003 - 2005
Bank of New York Mellon 2002 - 2003
Education
University of Central Florida 1999 — 2001
B.S. in Business Administration, Finance
CarMax October 2005 - Present
Interlachen Financial Group 2003 - 2005
Bank of New York Mellon 2002 - 2003
Education
University of Central Florida 1999 — 2001
B.S. in Business Administration, Finance
Katrina Grau's Bank of New York Mellon Experience September 2005 - March 2007
Job Director, Bank Relationship Manager at FXall
Industry Financial Services
Experience
FXall January 2008 - Present
FXall March 2007 - January 2008
Bank of New York Mellon September 2005 - March 2007
Skills
Electronic Trading, FX trading, Trading Systems, Fixed Income, Trading, Hedge Funds, Risk Management, FX Options, Banking, Derivatives, Foreign Exchange, Financial Markets, Capital Markets, Bloomberg, Equities
Education
University of Asia and the Pacific
FXall January 2008 - Present
FXall March 2007 - January 2008
Bank of New York Mellon September 2005 - March 2007
Skills
Electronic Trading, FX trading, Trading Systems, Fixed Income, Trading, Hedge Funds, Risk Management, FX Options, Banking, Derivatives, Foreign Exchange, Financial Markets, Capital Markets, Bloomberg, Equities
Education
University of Asia and the Pacific
Danielle Poplack, CPA's Bank of New York Mellon Experience July 2008 - December 2008
Job Tax Senior Associate At PwC
Industry Accounting
Experience
Price Waterhouse Coopers November 2010 - Present
Price Waterhouse Coopers June 2009 - August 2009
Eisner LLP February 2009 - April 2009
Bank of New York Mellon July 2008 - December 2008
Skills
CPA, Big 4
Education
Touro College 2007 — 2010
BS, Accounting
Price Waterhouse Coopers November 2010 - Present
Price Waterhouse Coopers June 2009 - August 2009
Eisner LLP February 2009 - April 2009
Bank of New York Mellon July 2008 - December 2008
Skills
CPA, Big 4
Education
Touro College 2007 — 2010
BS, Accounting
Steven Pisarkiewicz's Bank of New York Mellon Experience 2003 - 2007
Job Senior Managing Director, Senior Portfolio Manager at Matrix Asset Advisors
Industry Investment Management
Experience
Matrix Asset Advisors September 2009 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Bank of New York Mellon 2003 - 2007
AllianceBernstein September 1999 - May 2003
Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7
Education
University of California, Berkeley, Haas School of Business 1973 — 1977
MBA, Marketing Management
University of Missouri-Columbia 1967 — 1972
BS, Industrial Engineerig
Matrix Asset Advisors September 2009 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Bank of New York Mellon 2003 - 2007
AllianceBernstein September 1999 - May 2003
Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7
Education
University of California, Berkeley, Haas School of Business 1973 — 1977
MBA, Marketing Management
University of Missouri-Columbia 1967 — 1972
BS, Industrial Engineerig
Arifa Zulfiqar's Bank of New York Mellon Experience November 2006 - Present
Job Senior Fund Accountant at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon November 2006 - Present
Skills
Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Hedge Funds, Corporate Actions, Bloomberg Terminal, Mutual Funds, Fixed Income, Alternative Investments, Equities, Account Reconciliation
Education
Adelphi University 2007 — 2009
MBA, Accounting/Finance
University of Central Florida 1993 — 1995
Bachelor's degree, Accounting
Bank of New York Mellon November 2006 - Present
Skills
Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Hedge Funds, Corporate Actions, Bloomberg Terminal, Mutual Funds, Fixed Income, Alternative Investments, Equities, Account Reconciliation
Education
Adelphi University 2007 — 2009
MBA, Accounting/Finance
University of Central Florida 1993 — 1995
Bachelor's degree, Accounting
Teresa (Bui) Takasaki, CPA's Bank of New York Mellon Experience July 2005 - July 2006
Job Senior Accountant at molina healthcare
Industry Accounting
Experience
molina April 2011 - Present
CB Richard Ellis November 2008 - June 2010
Rothstein Kass July 2006 - October 2008
Bank of New York Mellon July 2005 - July 2006
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Analysis
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
molina April 2011 - Present
CB Richard Ellis November 2008 - June 2010
Rothstein Kass July 2006 - October 2008
Bank of New York Mellon July 2005 - July 2006
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Analysis
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
Julius Charoensook's Bank of New York Mellon Experience June 2004 - December 2005
Job Founder & Managing Director at Eat Happy Co. Ltd.
Industry Investment Management
Experience
Eat Happy Co. Ltd. November 2014 - Present
Post Advisory Group July 2013 - April 2014
Western Asset Management September 2007 - May 2013
Western Asset Management January 2006 - August 2007
Bank of New York Mellon June 2004 - December 2005
Bangkok Bank PCL June 2003 - September 2003
Skills
Fixed Income, Investments, Equities, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, ETFs, Fund Of Funds, Asset Managment, Derivatives, Asset Allocation, Fixed Income Strategies, Fixed Income Analysis, Quantitative Analytics, Financial Modeling, Mutual Funds, Investment Strategies, Bonds, Securities, Valuation, Options, Investment Banking, Financial Analysis, Capital Markets, Finance, Trading, Financial Markets, Emerging Markets
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration, Empahsis in Finance
Eat Happy Co. Ltd. November 2014 - Present
Post Advisory Group July 2013 - April 2014
Western Asset Management September 2007 - May 2013
Western Asset Management January 2006 - August 2007
Bank of New York Mellon June 2004 - December 2005
Bangkok Bank PCL June 2003 - September 2003
Skills
Fixed Income, Investments, Equities, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, ETFs, Fund Of Funds, Asset Managment, Derivatives, Asset Allocation, Fixed Income Strategies, Fixed Income Analysis, Quantitative Analytics, Financial Modeling, Mutual Funds, Investment Strategies, Bonds, Securities, Valuation, Options, Investment Banking, Financial Analysis, Capital Markets, Finance, Trading, Financial Markets, Emerging Markets
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration, Empahsis in Finance
John lesley's Bank of New York Mellon Experience Technical Architect / DeveloperJP Morgan ChaseJanuary 1989 - March 2001
Job Lead Architect at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon Technical Architect / DeveloperJP Morgan ChaseJanuary 1989 - March 2001
Education
University of Bath
Information Systems
Bank of New York Mellon Technical Architect / DeveloperJP Morgan ChaseJanuary 1989 - March 2001
Education
University of Bath
Information Systems
Philip Horner's Bank of New York Mellon Experience 1968 - 1990
Job at
Industry Accounting
Experience
Financial Management Consulting 2009 - Present
Dexia 2000 - 2009
Dexia Credit Local 2000 - 2009
Bank of New York Mellon 1968 - 1990
Education
University of Pennsylvania - The Wharton School 1966 — 1968
MBA, Finance & Accounting
Tufts University 1962 — 1966
BA, Economics
Financial Management Consulting 2009 - Present
Dexia 2000 - 2009
Dexia Credit Local 2000 - 2009
Bank of New York Mellon 1968 - 1990
Education
University of Pennsylvania - The Wharton School 1966 — 1968
MBA, Finance & Accounting
Tufts University 1962 — 1966
BA, Economics
Dean Heflin's Bank of New York Mellon Experience April 2011 - Present
Job AIS Prime Custody account administrator II
Industry Banking
Experience
Bank of New York Mellon April 2011 - Present
Heflin Lawn Care 2002 - 2005
Skills
Mutual Funds, Equities, Fixed Income, Banking, Securities, Financial Services, Derivatives, Hedge Funds, Back Office, Portfolio Management, Finance
Education
University of Central Florida - College of Business Administration 2007 — 2010
Finance
Bank of New York Mellon April 2011 - Present
Heflin Lawn Care 2002 - 2005
Skills
Mutual Funds, Equities, Fixed Income, Banking, Securities, Financial Services, Derivatives, Hedge Funds, Back Office, Portfolio Management, Finance
Education
University of Central Florida - College of Business Administration 2007 — 2010
Finance
Laura Travers's Bank of New York Mellon Experience December 1985 - Present
Job VP, Human Resources Consultant at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon December 1985 - Present
Skills
Talent Management, Vendor Management, Financial Services, Talent Acquisition, Risk Management, Banking, Onboarding, Human Resources, PeopleSoft, SDLC
Education
New School for Social Research
Masters, Human Resources Management
University of Connecticut
BS, Sociology & Psychology
Bank of New York Mellon December 1985 - Present
Skills
Talent Management, Vendor Management, Financial Services, Talent Acquisition, Risk Management, Banking, Onboarding, Human Resources, PeopleSoft, SDLC
Education
New School for Social Research
Masters, Human Resources Management
University of Connecticut
BS, Sociology & Psychology
Jay Scheinman, CAIA's Bank of New York Mellon Experience December 1996 - April 1998
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2005 - Present
Harpel Advisory April 1998 - August 2005
Bank of New York Mellon December 1996 - April 1998
Oppenheimer Capital May 1993 - June 1996
Value Line April 1992 - May 1993
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Financial Accounting, Trading, Capital Markets, Derivatives, Equity Derivatives, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities Lending, Swaps
Education
University at Buffalo 1987 — 1991
B.S., Finance
UBS Investment Bank August 2005 - Present
Harpel Advisory April 1998 - August 2005
Bank of New York Mellon December 1996 - April 1998
Oppenheimer Capital May 1993 - June 1996
Value Line April 1992 - May 1993
Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Financial Accounting, Trading, Capital Markets, Derivatives, Equity Derivatives, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities Lending, Swaps
Education
University at Buffalo 1987 — 1991
B.S., Finance
Peter De Armas's Bank of New York Mellon Experience April 2009 - March 2011
Job Private Stock Transaction Specialist at 144 Trade, Inc.
Industry Financial Services
Experience
144 Trade, Inc. March 2011 - Present
Bank of New York Mellon April 2009 - March 2011
Charles Schwab February 2004 - August 2007
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters, Business Administration
144 Trade, Inc. March 2011 - Present
Bank of New York Mellon April 2009 - March 2011
Charles Schwab February 2004 - August 2007
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters, Business Administration
Jason Bancroft's Bank of New York Mellon Experience April 2001 - April 2011
Job Vice President, Group Manager I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2012 - Present
Bill.com April 2011 - February 2012
Bank of New York Mellon April 2001 - April 2011
Wachovia, A Wells Fargo Company 1999 - 2000
Skills
Series 6, Series 63, Salesforce.com, Mutual Funds, Hedge Funds, Solution Selling, B2B, SaaS, Banking, Start-ups, Enterprise Software, Equities, Bloomberg, Alternative Investments, Fixed Income, Customer Service, Cloud Computing, Analysis, Sales, Series 7, Securities, Strategic Partnerships, Investments, Bonds, Account Management, Lead Generation
Education
University of Delaware 1997 — 2000
St Thomas High School
St Thomas High School
BNY Mellon February 2012 - Present
Bill.com April 2011 - February 2012
Bank of New York Mellon April 2001 - April 2011
Wachovia, A Wells Fargo Company 1999 - 2000
Skills
Series 6, Series 63, Salesforce.com, Mutual Funds, Hedge Funds, Solution Selling, B2B, SaaS, Banking, Start-ups, Enterprise Software, Equities, Bloomberg, Alternative Investments, Fixed Income, Customer Service, Cloud Computing, Analysis, Sales, Series 7, Securities, Strategic Partnerships, Investments, Bonds, Account Management, Lead Generation
Education
University of Delaware 1997 — 2000
St Thomas High School
St Thomas High School
Rick Falcone's Bank of New York Mellon Experience September 2007 - Present
Job Control Accountant Unit Supervisor at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 2007 - Present
BNY Mellon July 2007 - September 2007
BNY Mellon February 2005 - July 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Equities, Asset Management, Client Relations, Team Leadership, Credit, Banking, Financial Modeling, Account Reconciliation, Risk Management, Mutual Funds, Fixed Income, Investments, Reliability, Employee Learning &...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), History
Bank of New York Mellon September 2007 - Present
BNY Mellon July 2007 - September 2007
BNY Mellon February 2005 - July 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Equities, Asset Management, Client Relations, Team Leadership, Credit, Banking, Financial Modeling, Account Reconciliation, Risk Management, Mutual Funds, Fixed Income, Investments, Reliability, Employee Learning &...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), History
Benjamin Kalter's Bank of New York Mellon Experience January 2015 - Present
Job Analyst Manager Research at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon January 2015 - Present
Bank of New York Mellon January 2013 - December 2014
The Rock Creek Group June 2011 - August 2011
E M Strategies, Inc. March 2009 - July 2009
Education
Tufts University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Entrepreneurial Leadership
The Maret School 2002 — 2008
Bank of New York Mellon January 2015 - Present
Bank of New York Mellon January 2013 - December 2014
The Rock Creek Group June 2011 - August 2011
E M Strategies, Inc. March 2009 - July 2009
Education
Tufts University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Entrepreneurial Leadership
The Maret School 2002 — 2008
Memorell George, MBA's Bank of New York Mellon Experience March 2005 - Present
Job Lead Accounting Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon March 2005 - Present
State Attorneys Office October 2001 - March 2005
Skills
Financial Accounting, Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Bank Reconciliation, Analysis
Education
University of Phoenix 2006 — 2008
Masters, Business Administrations
University of Central Florida 2002 — 2004
Bachelors, Accounting
Bank of New York Mellon March 2005 - Present
State Attorneys Office October 2001 - March 2005
Skills
Financial Accounting, Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Bank Reconciliation, Analysis
Education
University of Phoenix 2006 — 2008
Masters, Business Administrations
University of Central Florida 2002 — 2004
Bachelors, Accounting
Dennis Gooding; MSM, MBA's Bank of New York Mellon Experience February 2011 - May 2013
Job Trading Operations Supervisor
Industry Financial Services
Experience
BNY Mellon Capital Markets, LLC June 2015 - Present
BNY Mellon Capital Markets, LLC June 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
Bank of New York Mellon July 2007 - February 2011
Skills
Fixed Income, Securities, Analysis, Trading, Process Improvement, Back Office, Hedge Funds, Middle Office, Bloomberg, Risk Management, Account Reconciliation, Microsoft Excel, Investments, Accounting, Financial Services, Finance, Financial Reporting, Mutual Funds, Fund Accounting, Derivatives, Financial Risk, Asset Management, Equities, Credit, Operations Management, PnL, Agency MBS, Financial Analysis, Settlement, Securities Lending, Business Analysis, Cash Management, Business Process..., Data Analysis, Asset Allocation, Operational Risk..., Financial Markets, Bonds, Operational Risk, FINRA Series 99, Credit Analysis, Funding, Collateral Management, Customer Service
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA
University of Central Florida - College of Business Administration 2003 — 2005
Masters of Science, Human Resource Management
University of Florida 1998 — 2002
Bachelors of Science, Human Resource Development
BNY Mellon Capital Markets, LLC June 2015 - Present
BNY Mellon Capital Markets, LLC June 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
Bank of New York Mellon July 2007 - February 2011
Skills
Fixed Income, Securities, Analysis, Trading, Process Improvement, Back Office, Hedge Funds, Middle Office, Bloomberg, Risk Management, Account Reconciliation, Microsoft Excel, Investments, Accounting, Financial Services, Finance, Financial Reporting, Mutual Funds, Fund Accounting, Derivatives, Financial Risk, Asset Management, Equities, Credit, Operations Management, PnL, Agency MBS, Financial Analysis, Settlement, Securities Lending, Business Analysis, Cash Management, Business Process..., Data Analysis, Asset Allocation, Operational Risk..., Financial Markets, Bonds, Operational Risk, FINRA Series 99, Credit Analysis, Funding, Collateral Management, Customer Service
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA
University of Central Florida - College of Business Administration 2003 — 2005
Masters of Science, Human Resource Management
University of Florida 1998 — 2002
Bachelors of Science, Human Resource Development
Cole Chev's Bank of New York Mellon Experience February 2009 - May 2012
Job Accountant
Industry Accounting
Experience
State Street March 2013 - May 2013
Bank of New York Mellon February 2009 - May 2012
Bank of New York Mellon June 2008 - February 2009
Skills
Rapid learner with...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Legal Studies, General
State Street March 2013 - May 2013
Bank of New York Mellon February 2009 - May 2012
Bank of New York Mellon June 2008 - February 2009
Skills
Rapid learner with...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Legal Studies, General
Shreyas Saxena's Bank of New York Mellon Experience December 2010 - March 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
Bank of New York Mellon December 2010 - March 2013
Frontline Marketing April 2010 - September 2010
Morgan Stanley January 2010 - March 2010
UC Davis Campus Union Event Services September 2006 - March 2010
Morgan Stanley June 2009 - September 2009
Skills
Asset Managment, Asset Servicing, Citrix, Private Client Services, Financial Analysis, Financial Modeling, Private Clients, Asset, Mutual Funds, Asset Management, Fixed Income, Corporate Finance, Equities, Bloomberg, Investments
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Managerial Economics
Shasta High School 2004 — 2005
Delhi Public School - Vasant Kunj 1998 — 2004
J.P. Morgan 2014 - Present
Bank of New York Mellon December 2010 - March 2013
Frontline Marketing April 2010 - September 2010
Morgan Stanley January 2010 - March 2010
UC Davis Campus Union Event Services September 2006 - March 2010
Morgan Stanley June 2009 - September 2009
Skills
Asset Managment, Asset Servicing, Citrix, Private Client Services, Financial Analysis, Financial Modeling, Private Clients, Asset, Mutual Funds, Asset Management, Fixed Income, Corporate Finance, Equities, Bloomberg, Investments
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Managerial Economics
Shasta High School 2004 — 2005
Delhi Public School - Vasant Kunj 1998 — 2004
CIBC
BMO Financial Group
Bank of Montreal
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico