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,
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Bank of New York Mellon Employees
Benjamin & Brothers, LLC August 2015 - Present
Bank of New York Mellon January 2015 - May 2015
All County Property Management CFL October 2010 - November 2014
Law Office Of Thomas M. Matthews & J. Craig Bourne February 2007 - February 2011
Sprint LTD December 2003 - December 2006
Skills
Property Management, Real Estate, Microsoft Office, Time Management, Customer Service, Management, Bookkeeping, Rentals, Accounting, PeopleSoft, Human Resources, Photoshop, Sales, Training, Rent Manager, HR Policies, Documentations, Project Planning, Contract Negotiation, Payroll, Small Business, Microsoft Excel, Customer Satisfaction, Budgets, Documentation, Leadership, Outlook, Marketing, Bilingual-Farsi, Type-60-75 WPM, MS Office Suite, Legal Documentation, paylease, photoshop elements, Property, Office Management, Invoicing, Investment Properties, Supervisory Skills, Process Scheduler, Administrative..., Recruiting, Payroll Taxes, Account Reconciliation, Hiring, Quality Assurance, e-verification, Accounts Payable &..., 1099 Preparation, Payroll Processing
Education
University of Phoenix 2014 — 2016
Master of Science (MS), Accountancy
University of Phoenix 2009 — 2011
Master's Degree, Business Management-Human Resource Management
University of Phoenix 2007 — 2009
Bachelor's Degree, Business Management
Valenica Community College 2000 — 2004
Associate's Degree, General Studies
Nabors Industries July 2014 - Present
Axip Energy Services, LP May 2012 - July 2014
AES August 2010 - May 2012
Bank of New York Mellon October 2007 - August 2010
Ameriprise Financial Services, Inc. October 2006 - October 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Financial Reporting, Treasury Management, Corporate Finance, Account Reconciliation, Valuation, Finance, Project Finance, Internal Controls, Sarbanes-Oxley Act, Managerial Finance, Due Diligence
Education
University of Houston 2001 — 2006
Bachelor of Science, Psychology and Business Administration
Deloitte Digital September 2013 - Present
K12 2012 - 2013
NavigationArts 2011 - 2012
International Monetary Fund 2006 - 2011
Bank of New York Mellon 2000 - 2006
Skills
Information Architecture, User Experience, Interaction Design, User Interface Design, Usability, User Research, User Experience Design, User Interface, Usability Testing, User-centered Design, Persona, Card Sorting, Agile Methodologies, Mobile Design, Accessibility, Front-end, Mobile Devices, E-Learning, Task Analysis, User Stories, Requirements Gathering, jQuery, E-commerce, Axure, Heuristic Evaluation, Usability Engineering, Wire Framing, User Scenarios, Human Computer..., Information Design, Taxonomy, Paper Prototyping, Experience Design, Site Maps, Rapid Prototyping, Web Standards, Heuristic Analysis, Mobile Applications, Iterative Design
Education
University of Pittsburgh 2002 — 2005
MS, Telecommunications
University of Pittsburgh 1996 — 2000
BS, Information Science
NRUCFC March 2013 - Present
Bank of New York Mellon September 2009 - March 2013
UBS Wealth Management January 2009 - August 2009
Skills
Financial Modeling
Education
University of Pittsburgh 2005 — 2009
BS, Finance
Lower Merion
Bank of New York Mellon October 2009 - Present
BNY Mellon July 2008 - September 2009
BNY Mellon March 2007 - July 2008
Skills
Financial Services..., Excellent PC and Excel..., Proficient with..., Portfolio Management, Fixed Income, Equities, Investments, Finance, Mutual Funds, CRM, Analysis, Financial Risk, Management, Accounting, Relationship Management, Fund Accounting, Databases, Back Office
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Pittsburgh 1995 — 2001
Bachelor of Science (B.S.), Business Admin / Finance
Pro Energy Solutions July 2014 - Present
Shell Trading October 2012 - July 2014
Bank of New York Mellon June 2012 - October 2012
JPMorgan Chase & Co. February 2012 - July 2012
Amegy Bank of Texas April 2010 - February 2012
Wells Fargo Bank, N.A. May 2006 - April 2010
Skills
Banking, Global Payments, Oil Lease Administration, Financial Analysis, T&L, Cash Flow, Microsoft Excel, Access Database, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Trading, Corporate Trust, Logistic Support, Trucking, Crude Pipeline, Customer Service, Analysis, Finance, Risk Management, Access, Credit
Education
University of Houston, C.T. Bauer College of Business 2005 — 2011
Bachelor of Business Administration (BBA); Minor: Marketing, Business Administration and Management, General
Societe Generale June 2013 - August 2013
The Raine Group June 2011 - August 2012
Bank of New York Mellon June 2010 - May 2011
Allianz Global Investors 2008 - 2008
Education
University of Pennsylvania 2007 — 2011
B.S.E., Engineering
Rye Country Day School 2003 — 2007
Freddie Mac July 2014 - Present
Bank of New York Mellon June 2013 - June 2014
University of Kentucky Dining Services August 2011 - May 2013
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Finance; Minor in Economics
BNY Mellon July 2010 - Present
Bank of New York Mellon November 2004 - June 2010
Skills
Securities Lending, Basel II, Collateral Management, Operational Risk, Dodd-Frank, Credit Risk, Asset Managment, Risk Management, Fixed Income
Education
University of Kerala 1981 — 1987
M Com, Accounting, Statistics, Economics
NightFlyer Metal Designs February 2014 - Present
Frost Ice Bar 2012 - February 2014
Frost Group, LLC May 2010 - 2012
Bank of New York Mellon May 2009 - April 2010
Rascodog Inc May 2008 - September 2008
Boston Duck Tours 2001 - 2007
Skills
Marketing, Start-ups, Customer Service, Social Media, Hospitality, Microsoft Office, Sales, Management, Budgets, Project Management, Inventory Management
Education
University of Massachusetts Boston 2008 — 2011
BS, Political Science
Rainforest Action Network July 2014 - Present
Progress Foundation July 2012 - Present
Edgewood Center for Children and Families November 2013 - December 2014
Progress Foundation July 2011 - June 2012
Rainforest Action Network September 2010 - January 2011
Conifer Securities 2008 - 2009
JP Morgan Chase January 2006 - August 2007
Bank of New York Mellon January 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Community Outreach, Event Planning, Research, Case Managment, Microsoft Word, Program Development, Customer Service, Social Media, PowerPoint, Nonprofits, Fundraising, Mental Health Counseling, Public Speaking, Volunteer Management, Leadership, Analysis, Data Analysis, Case Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
BBA, Finance, Accounting, Spanish
North Shore High School 1996 — 2000
Bank of New York Mellon March 2008 - Present
Kelley Blue Book August 2006 - October 2007
H&R Block April 2004 - April 2006
H&R Block August 1997 - April 2004
Skills
IT Operations, Data Center, IT Strategy, IT Management, Business Analysis, Vendor Management, ITIL, Business Continuity, Disaster Recovery, Active Directory, SDLC, IT Service Management, Management, SharePoint, Servers, Leadership, Integration, Visio, Databases, Troubleshooting, Process Improvement, Project Management, Team Leadership, Training, Customer Service
Education
University of Phoenix 2008 — 2010
MBA, Information Technology
University of Phoenix 2002 — 2006
BSIT and MBA, IT and Technology Management
European Institute of Innovation and Technology - EIT October 2011 - Present
European Institute of Innovation and Technology - EIT May 2010 - September 2011
European Commission March 2009 - April 2010
European Commission October 2008 - February 2009
Bank of New York Mellon September 2007 - April 2008
Smith and McLaurin October 2006 - August 2007
Red Bull August 2003 - September 2004
Skills
Corporate Communications, European Union, French, English, Public Relations, International Relations, Diplomacy, Politics, Event Management, Public Policy, Stakeholder Engagement, Policy, Public Affairs, Strategic Communications, Corporate Social..., Policy Analysis
Education
University of Strathclyde 2006 — 2007
MSc International Marketing
University of Warwick - Warwick Business School 2002 — 2006
BSc International Business and German
Universität Mannheim 2004 — 2005
Erasmus - BWL
Bank of New York Mellon July 2014 - Present
University of Massachusetts Lowell January 2012 - June 2014
St. Anthony Shrine June 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Outlook, Access, Windows, Data Analysis
Education
University of Massachusetts at Lowell 2011 — 2014
Bachelor's Degree, Business Administration with Accounting Concentration, 3.56
Middlesex Community College 2009 — 2010
Associates degree, Liberal Arts and Sciences, General Studies and Humanities
Appleton Partners, Inc. December 2011 - Present
Bank of New York Mellon June 2008 - January 2012
Kallmann McKinnell & Wood Architects, Inc. June 2007 - May 2008
Education
UMass Lowell 2004 — 2008
Bachelor of Science, Accounting
Boston Realty Advisors December 2009 - Present
Perry Dinatale Realty August 2009 - December 2009
Bank of New York Mellon August 2008 - July 2009
Standish Mellon Asset Management April 2005 - August 2008
Skills
Asset Managment, Real Estate, Financial Analysis, Property Management, Real Estate Transactions, Investment Properties, Mutual Funds, Leases, Bloomberg, Investment Management, Fixed Income, Securities, Finance, Negotiation, Location Intelligence, Sellers, Asset Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Duxbury High School 1995 — 1999
BNY Mellon July 2012 - Present
Bank of New York Mellon October 2010 - July 2012
Robert Half International August 2009 - July 2010
Carnegie Mellon University September 2008 - August 2009
Home Loan Services August 2005 - September 2008
Advantage Equity Services March 2003 - June 2004
Best Buy 2000 - 2003
Education
Waynesburg College 2008 — 2009
Master of Business Administration (MBA)
University of Pittsburgh 1999 — 2002
Bachelor's, Accounting/Management
Belle Vernon Area 1995 — 1999
High School Diploma, Honors
StanleyBlack&Decker May 2012 - Present
FEMA August 2011 - October 2011
FEMA August 2011 - October 2011
FEMA August 2011 - October 2011
Bank of New York Mellon September 2010 - December 2010
Gulfstream Aerospace April 2006 - April 2009
Gulfstream Aerospace April 2006 - April 2009
Countrywide Home Mortgage July 2004 - April 2006
Countywide Home Loans, Inc July 2004 - April 2006
Honeywell Aerospace April 1994 - April 2004
Skills
Software Documentation, Visio, Process Improvement, MS Project, Technical Documentation, SharePoint, Lean Manufacturing, Root Cause Analysis, Analysis, Databases, Microsoft Office, Outlook, Quality Control
Education
University of Phoenix 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Universi Phoenix 2009 — 2013
Bachlor, Business Adminstrative Management
JP Morgan Chase November 2010 - Present
Bank of New York Mellon February 2003 - December 2010
PNC Global Investment Servicing April 1998 - January 2003
Electronic Payment Services, Inc March 1992 - March 1998
Corestates Bank, N.A. February 1990 - February 1991
The Delaware Group January 1988 - January 1990
Philadelphia National Bank, Philadelphia, PA June 1986 - January 1988
Skills
Business Analysis, Project Management, Technical Writing, Billing Systems, General Ledger, Test Planning, Test Management, SOX Compliancy, RFP Generation, Full SDLC
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science in Economics, Economics, Finance
Friends Select School 1970 — 1982
Diploma, General Studies
Turner Construction November 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York August 2006 - June 2009
The Hartford May 2005 - August 2006
Pfizer April 2001 - April 2005
Pfizer May 1998 - April 2001
Pfizer May 1997 - September 1997
The Upjohn Company (now Pfizer Inc) 1984 - 1996
Skills
SPHR, PMP, Executive Pay, Incentive Programs, Performance Management, Deferred Compensation, HRIS, Compensation & Benefit, Payroll, PeopleSoft, Personnel Management, Employee Benefits, Project Management, Leadership, Management, Analysis, Mergers & Acquisitions, Policy, Budgets, Software Documentation, SAP, Program Management, Employee Relations
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MA
University of Mississippi
BS
World Asset Management December 2007 - Present
Comerica Securities November 2005 - December 2007
Comerica Securities January 2002 - November 2005
Bank of New York Mellon March 1997 - January 2002
Skills
Series 7, Series 63, Series 66, Series 53, Fixed Income, Portfolio Management, FINRA, Equities, Uniform Combined State..., Derivatives, Investment Advisory, Securities, Asset Allocation, Mutual Funds, Investment Strategies, Asset Managment, Alternative Investments, ETFs, Investment Management, Bonds, Bloomberg, Investments, Institutional..., Trading, Relationship Management, Business Development, Wealth Management, Wealth Management..., Bloomberg Terminal, Corporates, Asset Management, Separately Managed..., Retirement Planning, Finance, Investment Banking, Hedge Funds, Equity Research
Education
University of Michigan-Dearborn 1991 — 1995
Bachelor's of Business Administration, Finance and Marketing
5Loom September 2014 - Present
DooBop May 2014 - August 2014
The Forum Group April 2014 - August 2014
Bank of New York Mellon July 2009 - March 2014
Resolution Photo Fund May 2013 - August 2013
Barclays Capital September 2008 - July 2009
Shingar, Inc. (Retail) June 2001 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Social Media Marketing, Leadership, Analysis, Analytics, Strategy, Microsoft Excel, Data Analysis, Financial Analysis, Market Research, Management, PowerPoint, Program Management, Business Process..., CRM, Microsoft Word, Customer Service, Microsoft Office, Social Media, Quality Assurance, People Skills, Relationship-building..., Staff Management, Events, Twitter, Strategic Planning, Project Management, Marketing, Community Outreach, Rebranding, Training, Brand Management, Integrated Marketing, Lean Six Sigma, Creative Analysis, Manage Client..., Klout, Facebook, YouTube, Analytical Skills, Client Relations Skills, Problem Solving, Negotiation, SharePoint, Microsoft Access, Windows, Mac OS X, Outlook, Lotus Notes, Process Improvement, Time Management
Education
New York University, Stern School of Business 2011 — 2014
MBA, Marketing, Business Analytics, and Economics
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors, Finance & Accounting
Bank of New York Mellon April 2013 - Present
Uscher, Quiat, Uscher & Russo 2011 - April 2013
Gurwitch Products/Laura Mercier 2008 - 2010
Microsoft Corporation 2003 - 2007
Thompson Coe 2000 - 2002
Skills
Legal Writing, Litigation, Microsoft Office, Civil Litigation, Appeals, Legal Research, Litigation Support, Pleadings, Trials, Legal Assistance, Legal Issues, Mediation, Commercial Litigation, Westlaw, Employment Law, Document Review, Lexis, Courts, Corporate Law, Intellectual Property
Education
University of North Texas
LPL Financial June 2013 - Present
LPL Financial January 2012 - June 2013
LPL Financial January 2011 - January 2012
Charlotte Russe March 2009 - September 2010
Bank of New York Mellon January 2008 - November 2008
Bank of New York Mellon July 2006 - December 2007
Cote real estate January 2006 - July 2006
Skills
Financial Analysis, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, General Ledger, GAAP, Internal Controls, Financial Accounting, QuickBooks, Journal Entries, Financial Statements, Accruals, Variance Analysis, US GAAP, Cost Accounting, Revenue Recognition, Cash Flow
Education
University of Houston, C.T. Bauer College of Business 2007 — 2008
MBA, Finance
University of Houston 2002 — 2005
BBA, Accounting
Conroe Independent School District June 2014 - Present
Spring ISD August 2011 - June 2014
Spring Area Youth Softball (SAYS) 2007 - March 2012
Bank of New York Mellon 2007 - 2010
JPMorgan / Bank of New York Mellon 2004 - 2007
JPMorganChase 2000 - 2004
Skills
Financial Planners, Management, Finance, Financial Analysis, Banking, Portfolio Management, Business Analysis, Cash Management, Project Management, Training, CRM, Business Process..., Accounting, Cash Flow, Forecasting, Analysis, Cross-functional Team...
Education
University of Houston
BBA, Finance
Chase Bank May 2010 - Present
Lisa's Scrivener's Service June 2008 - May 2010
Bank of New York Mellon February 2009 - May 2009
Brookhaven College 2007 - 2007
Skills
Technical Writing, History, Creative Writing, Research, Non-fiction, Editing, Proofreading, Copy Editing, Books, Web Content, Content Development, Marketing Copy, Publications, Newsletters, Content Management, Press Releases, Journalism
Education
University of North Texas 2000 — 2005
Master, English and History
Bank of New York Mellon September 2010 - Present
University of Pittsburgh May 1995 - Present
Citizens Bank of PA 1999 - September 2010
Skills
Banking, Credit, Portfolio Management, Business Analysis, Data Analysis, Access, Risk Management, Commercial Banking, Customer Service, Microsoft Excel, Team Leadership, PowerPoint, Microsoft Office, Budget, Strategic Planning, Team Building, Coaching, Visio, Cash Management, Microsoft Word, Public Speaking, Financial Analysis, Accounting, Quality Assurance, Budgets, Event Planning, Financial Reporting, Project Management, Analysis, SharePoint, Change Management, Outlook, Training, Insurance, Financial Services, Marketing, Leadership, Program Management, Finance, Financial Modeling, Forecasting, Software Documentation, Teamwork, Fundraising, Process Improvement, Management, Time Management, Nonprofits, Research
Education
University of Pittsburgh 1989 — 1995
The Wharton School September 2008 - Present
University of Pennsylvania September 2008 - Present
The Lauder Institute January 2009 - October 2009
Bank of New York Mellon June 2008 - August 2008
Highbridge Capital Management, LLC June 2006 - August 2006
Education
University of Pennsylvania 2008 — 2013
Huntsman Program, International Studies and Business
Stuyvesant High School 2004 — 2008
High School
College of Arts and Sciences
Bachelor of Arts, International Studies
Wharton School of Business
Bachelor of Science, Economics
Peapack-Gladstone Bank August 2014 - Present
KeyBank March 2011 - August 2014
The Bank of New York Mellon September 2008 - March 2011
Citi 2006 - 2008
Bank of New York Mellon 1987 - 2006
Midlantic Bank 1985 - 1986
Citi 1977 - 1985
Skills
Series 63, Series 7, Asset Allocation, Wealth Management, Cash Management, Leveraged Finance, Debt Restructuring, Mergers & Acquisitions, Working Capital..., Trade Finance, Client Development, Portfolio Management, Commercial Lending, Securities, Finance, Financial Services, Core Banking, Credit, Credit Analysis, Financial Analysis, Risk Management, Management, Banking, Commercial Banking
Education
University of Massachusetts, Amherst 1973 — 1976
Bank of New York Mellon February 2012 - Present
Litton Loan Servicing September 2003 - October 2011
JPMorgan Chase 1990 - 1999
Skills
Account Reconciliation, Accounting, General Ledger, Financial Reporting, Financial Analysis, Auditing, Accounts Payable, GAAP, Financial Accounting, Bank Reconciliation, Journal Entries, Accounts Receivable, Sarbanes-Oxley, Sarbanes-Oxley Act, Variance Analysis
Education
University of Houston-Downtown 1991 — 1995
BBA-Accounting, Accounting
JP Morgan Chase January 2011 - Present
Infosys Technologies Ltd April 2010 - December 2010
Cognizant Technology Solutions August 2005 - April 2010
Bank of New York Mellon 2006 - 2008
iNautix Technologies March 2004 - July 2005
Cognizant Technology Solutions June 2002 - October 2003
Patni Computer Systems Ltd 2002 - 2003
Silverline Technologies July 1998 - May 2002
Skills
SDLC, Requirements Gathering, Requirements Analysis, Software Project..., Quality Assurance, Quality Center, Agile Methodologies, Test Management, Testing, SQL, Global Delivery, Program Management, Waterfall, Visio, System Testing, Regression Testing, PL/SQL, HP Quality Center
Education
University of Madras 1995 — 1997
MBA
Mookambigai college of engineering 1990 — 1994
B.E, Computer Science & Engineering
Malco Vidyalaya 1977 — 1990
Bank of New York Mellon December 2010 - Present
Bank of New York Mellon July 2008 - December 2010
Bank of New York Mellon July 2007 - July 2008
Bank of New York Mellon June 2006 - July 2007
Bank of New York Mellon January 2005 - June 2006
Skills
Securities, Corporate Events, Management, Account Reconciliation, Financial Analysis, Bloomberg, Banking, Financial Risk, Fixed Income, Financial Operations, Financial Services
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (BA), Communications and Criminal Justice
Asset Control June 2011 - Present
Reich Staat Digital, LLC February 2010 - August 2011
Bank of New York Mellon April 2005 - February 2010
Bank of New York, Capital Markets October 2003 - April 2005
Bank of New York June 2002 - October 2003
Credit Lyonnais Securities Asia February 2000 - June 2002
RIC Solutions March 1994 - February 2000
Skills
T-SQL, PHP, AJAX, jQUERY, JavaScript, Perl, Python, Java/J2EE, PHP [Zend Frameworks], ActiveMQ, OS: RHEL, SQL (iSQL flavor), SQL (SQLPlus flavor), OS: Centos, OS: MS Windows flavors, Javascript, AngularJS, NodeJS, FE [internal to AC]
Education
University of Pennsylvania
Hewlett-Packard 2011 - 2012
InComm 2010 - 2011
Bank of New York Mellon 2008 - 2009
Industrial Scientific 2004 - 2008
IBM 2000 - 2004
Skills
Java Enterprise Edition, Agile Methodologies, Software Development, SOA, XML, Integration, Web Services
Education
University of Oxford
Pfizer June 2015 - Present
Bank of New York Mellon February 2015 - Present
President Obama MBK Alliance September 2014 - Present
Deloitte LLP 1978 - 2014
Education
University of Miami 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Intel Corporation August 2012 - Present
Intel Corporation September 2010 - August 2012
Intercredit Bank February 2010 - May 2010
Littler Mendelson September 2008 - May 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Financial Analysis, Finance, Budgets, Process Improvement, Corporate Finance, Forecasting, Analysis, Banking, Auditing, Cross-functional Team..., Data Analysis, Project Planning, Financial Reporting, Project Management
Education
University of Miami - School of Business 2006 — 2010
Bachelor's Degree, Finance
Bank of New York Mellon December 2011 - Present
Bank of New York Mellon May 2010 - December 2011
Bank of New York Mellon June 2009 - August 2009
ITI Solutions May 2009 - May 2009
Skills
C, R, Matlab, VBA, Bloomberg Terminal, LaTeX
Education
University of Pittsburgh 2007 — 2014
Ph.D candidate, Financial Mathematics
Zhejiang University 2003 — 2007
Bachelor of Science, Applied Mathematics
Comerica Bank June 2014 - Present
Merrill Lynch October 2013 - April 2014
Bank of New York Mellon April 1985 - September 2010
Skills
Portfolio Management, Mutual Funds, Fixed Income, Banking, Equities, Investments, Asset Management, Wealth Management, Financial Services, Securities, Bloomberg, Bonds, Finance, Customer Service
Education
University of Miami 1982 — 1985
Bachelor Business Administration, Marketing
Tamika Braids and Weaves February 1995 - Present
Bank of New York Mellon March 2007 - February 2010
CareMark Specialty Pharmacy June 2005 - October 2007
Skills
Applicant Tracking..., Recruiting, Data Entry, Team Building, Customer Service, Strategic Planning, Microsoft Office, Training, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Project Management
Education
University of Phoenix 2010 — 2013
Bachelors of science, Health Administration
DICK'S Sporting Goods April 2015 - Present
DICK'S Sporting Goods August 2013 - April 2015
Abercrombie & Fitch August 2011 - December 2012
Abercrombie & Fitch February 2010 - August 2011
Legends of Notre Dame August 2005 - May 2009
University of Pittsburgh Medical Center June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Merchandising, Apparel, Fashion, Trend Analysis, Retail, Fashion Buying, Trend Forecasting, Adobe Creative Suite, Microsoft Office, Advertising, PowerPoint, Sales
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BA, Finance and Italian
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Bank of New York Mellon June 2006 - Present
JPMorgan Chase 1992 - 2006
AmSouth Bank December 2000 - October 2003
Skills
Treasury Management, Client Service..., Cash Management Sales, Document Negotiations, Construction Draw..., Compliance, Policies and Procedures, Relationship Management..., Training, Document Review, Document Management, Management, Cash Management, Insurance, Securities, Banking, Risk Management, Investments, Fixed Income, Bonds, Financial Services, Capital Markets, Credit Risk, Credit Analysis, Corporate Finance, Small Business Lending, Loans, Credit, Mergers & Acquisitions, Due Diligence, Financial Structuring, Financial Analysis, Wealth Management, Financial Modeling, Commercial Lending, Mortgage Lending, Commercial Banking, Series 63, Investment Banking, Lines Of Credit, Strategic Financial..., Finance, Retail Banking
Education
University of Houston
Bachelor of Arts
University of Houston
Capital One Auto Finance July 2015 - Present
MeritCard July 2013 - Present
Banatex LLC July 2010 - July 2014
Sarabi Oil & Gas March 2009 - July 2010
eSecLending June 2008 - March 2009
Bank of New York Mellon July 2006 - May 2008
Skills
Portfolio Management, Business Development, Management, Financial Analysis, Risk Assessment, Credit, Underwriting, Strategic Planning, CRM, Start-ups, Investments, Business Strategy
Education
University of Massachusetts Lowell 2003 — 2006
Bachelor of Science; BSBA; degree, Business Administration; Finance
Texas Farm Bureau Insurance Insurance AgentTexas Farm Bureau Insurance2006 - Present
Bank of New York Mellon 1998 - 2006
Education
University of Houston-Downtown 1997 — 2002
Business
Emerald Data Solutions July 2014 - Present
Credexo May 2014 - June 2014
Technip October 2013 - December 2013
Turnberry Solutions August 2012 - December 2012
Computer Generated Solutions June 2011 - December 2011
EMC August 2010 - June 2011
Microsoft July 2010 - August 2010
Simon Property Group July 2009 - June 2010
Bank of New York Mellon October 2008 - May 2009
Countrywide May 2008 - September 2008
Skills
Migration Architect, Solutions Architect, Quest Notes Migrator to..., Binary Tree CMT, Lotus Notes to..., Coexistence between..., Sendmail, EMC Email Extender, Petroleum Industry, AIX, LotusScript, AS400, Java, JavaScript, RS/6000, SMTP, FTP, Telnet, Lotus Domino, SAP R/3, Apache, TCP/IP, Tivoli, VMware, Oracle, Linux, Lotus Domino.Doc, Sametime, SharePoint, Exchange, Blackberry Enterprise..., Checkpoint, Industrial Engineering, Microsoft Exchange, IBM iSeries, Engagement Management, Project Scope..., Application..., Disaster Recovery, Lotus, Lotus Notes, Networking, Databases, System Deployment, Software Documentation, Firewalls, VMware ESX, VMware Infrastructure, Lotus Traveler, Office 365
Education
AcroYoga 2013 — 2013
Solar Acrobatic Immersion, AcroYoga, OHM
AcroYoga 2013 — 2013
Houston Elemental Immersion, AcroYoga, OHM
AcroYoga 2013 — 2013
Divine Play Portland, Acrobatics, Therapeutics, Thai Yoga/Massage, OHM
AcroYoga 2012 — 2012
Austin Lunar Immersion, AcroYoga, OHM
Bikram Yoga College of India 2006 — 2011
संस्कृतम्, Salabhasana, OHM
University of Houston 2003 — 2007
Bachelor of Jurisprudence, Usul al-Fiqh
University of Toronto 1984 — 1991
BASc, Engineering Management Information Sciences
BNY Mellon May 2015 - Present
Virtus Partners, LLC May 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
The Bank of New York Mellon February 2007 - February 2011
Keller Williams Real Estate February 2005 - February 2007
Gregg & Valby, LLP July 2003 - January 2005
Skills
Mortgage Lending, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Loan Origination, Loans, Risk Management, Banking, Securities, Corporate Finance, Cash Management, Account Reconciliation, Cash Flow
Education
University of Houston 1998 — 2003
Business Administrations, Marketing
Aflac May 2009 - Present
W.L.Coleman Group May 2008 - December 2008
Bank of New York Mellon November 2006 - April 2008
CHAI-Clinton Foundation August 2005 - October 2006
Keyspan Energy February 2004 - August 2005
Education
University of Massachusetts Boston 2004 — 2007
BS, Finance
Wentworth Institute of Technology 1999 — 2002
Associates, Architecture
A.R.E.A.
License, Real Estate
Judge Michael Fisher, Third Circuit Court of Appeals July 2015 - Present
Chief Judge Joy Flowers Conti, Western District of Pennsylvania May 2015 - June 2015
Keys Service Corp, Americorp September 2013 - June 2014
Bank of New York Mellon May 2012 - August 2012
Congressman Tim Murphy's District Office May 2011 - August 2011
Locher and Radke Lawn Care, LLC May 2010 - August 2010
Education
University of Pennsylvania Law School 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2009 — 2013
Bachelor of Arts; Projected, Political Science, Graduated
Peters Township High School
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors May 2012 - September 2014
Wells Fargo Advisors July 2011 - May 2012
Bank of New York Mellon June 2010 - August 2010
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Accounting, Asset Managment, Investment Banking, Investment Management, Wealth Management, Bloomberg Terminal, Financial Analysis, Financial Markets, Series 7, Financial Modeling, Microsoft Excel, Analysis, Financial Reporting, Microsoft Office, Trading, Risk Management, PowerPoint, Financial Accounting, Microsoft Word, Data Analysis, Leadership, Management, Private Equity, Financial Services, Finance, Asset Management, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
B.S.B.A. B.S., Finance Accounting, 3.8
Bank of New York Mellon April 2013 - Present
GAVS June 2011 - January 2013
Cognizant Technology Solutions January 2007 - May 2011
Cognizant Tech Solutions January 2003 - December 2006
Cognizant Technology Solutions April 1998 - December 2002
Skills
Project Management, Quality Assurance, Multi-Site Operations, Financial Reporting, Customer Satisfaction, Strategic Planning, Leadership, Budget, Program Management, Software Project..., PMP, Resource Management, Business Analysis, Vendor Management, Project Delivery, IT Strategy, Outsourcing, ITIL, Pre-sales, Strategy, Management, IT Service Management, Account Management, Budgets, SDLC, Solution Architecture, Team Management, Business Intelligence, Global Delivery, Agile Methodologies, Service Delivery, CRM, Process Improvement, Business Process..., Requirements Analysis, Project Portfolio...
Education
University of Madras 1994 — 1997
Masters, Computer Applications
University of Madras 1991 — 1994
Bachelor's, Physics
St Johns 1981 — 1991
12th Grade, Science
Undisclosed Financial Services Internet Based Payments 2015 - Present
ForwardCast 2008 - Present
NewCo Payments Oriented Banking Startup November 2012 - August 2013
Commerzbank AG November 2011 - September 2012
Virtual Agilty 2010 - 2011
Director of National Security 2009 - 2010
Bank of New York Mellon September 2006 - June 2007
Liberty Mutual Insurance 2005 - September 2006
ForwardCast March 2002 - June 2005
State Street Corporation March 1993 - November 2001
Skills
Business Strategy, Governance, Change Management, Financial Markets, IT Strategy, Derivatives, Capital Markets, Financial Services, Outsourcing, Banking, Enterprise Architecture, Risk Management, Fixed Income, Strategy, FX Options, Management, Program Management, Process Improvement, Business Transformation, CRM, Trading Systems, Accounting, Project Management, Mergers & Acquisitions, Financial Risk, Trading, PMO, Finance, Investments, Start-ups, Executive Management, Securities, Leadership, Options, Back Office, Product Management
Education
University of Pennsylvania 1975 — 1977
MS, Systems Engineering
Wharton School of Finance 1975 — 1977
MBA, Finance
University of Pennsylvania 1971 — 1975
BSEE, Electrical Engineering
Mary Kay Inc. May 2015 - Present
SUPERVALU May 2014 - April 2015
MD Anderson Cancer Center November 2012 - April 2014
CIGNA February 2012 - October 2012
Exelon July 2011 - February 2012
The Brink's Company April 2011 - July 2011
Harris Bank February 2010 - March 2011
Capgemini 2008 - 2009
TXU Energy February 2008 - June 2008
Bank of New York Mellon June 2007 - February 2008
Skills
PeopleSoft, OBIEE, SAP, ERP, Requirements Gathering, Financials, Oracle, Business Intelligence, Performance Tuning, Software Project..., Data Warehousing, SQR, Business Process, Analysis, HRIS, SDLC, Crystal Reports, PeopleTools
Education
University of Madras 1990 — 1994
Bachelor Of Engineering
BNY Mellon Clearing November 2009 - Present
Bank of New York Mellon February 2008 - November 2009
Deloitte FAS February 2005 - January 2008
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics and Finance
Gretchen Scott Designs 2009 - Present
Mellon Capital Management 2008 - 2009
Bank of New York Mellon 2002 - 2009
Foundation for Economic Education 2000 - 2009
Axe-Houghton Associates 1988 - 2002
Bankers Trust 1981 - 1988
Skills
Trading, Retail, Derivatives, Investments, Securities, Alternative Investments, Asset Managment, Start-ups, Series 7, Portfolio Management, Entrepreneurship, Strategic Planning, Equities, Due Diligence, Mutual Funds, Asset Management, Emerging Markets, Business Strategy, Microsoft Excel, Financial Modeling, Private Equity, Asset Allocation, Financial Services, Executive Management, Investment Advisory, Financial Markets, Social Media, Training, Economics, Hedge Funds, Public Relations, Valuation, Fixed Income, Mergers & Acquisitions, Investment Strategies, Wealth Management, Social Media Marketing, Investment Banking, Financial Analysis, Venture Capital, Marketing, Capital Markets, Marketing Strategy, Investment Management, New Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School 1973 — 1976
BS Economics, Economics
Bank of New York Mellon March 2009 - Present
Schneider Downs & Co., Inc. August 1999 - February 2009
Deloitte & Touche, LLP July 1990 - June 1999
Deloitte 1990 - 1999
World of Computers March 1985 - May 1990
Skills
IT Operations, Strategic Planning, IT Management, Budgets, Networking, Project Planning, Project Management, SDLC, Process Improvement, Technical Support, Interviews, Business Analysis, Information Technology, Disaster Recovery, Sales
Education
University of Pittsburgh 1973 — 1977
WordStream December 2014 - July 2015
Attivio September 2013 - March 2014
Northwestern Benefit Associates January 2013 - June 2013
Various Temporary Assignments November 2010 - October 2012
Bank of New York Mellon July 2009 - November 2010
Citi April 2008 - April 2009
JP Morgan Chase October 2006 - August 2008
Skills
Financial Analysis, Quickbooks, Mutual Fund Accounting, General Ledger, Accounts Receivable, Accounting, Bank Reconciliation, Bloomberg, Securities, Derivatives, Alternative Investments, Balance Sheet Review, Accounts Payable, G/L Reconciliations, P&L reconciliation, Finance, Account Reconciliation, Analysis, Cash Flow, Fixed Income, CRM, Microsoft Excel, Data Analysis
Education
University of Massachusetts Dartmouth
B.S, Finance
Envoy Mortgage March 2009 - Present
Badisso November 2008 - March 2009
Bank of New York Mellon September 2007 - November 2008
Aegis Mortgage May 2002 - August 2007
Skills
Credit, Mortgage, Loans, Outlook, Process Improvement
Education
University of Massachusetts, Amherst 1991 — 1993
MITRE October 2014 - Present
IBM October 2013 - October 2014
JP Morgan Chase September 2008 - September 2013
e-Dialog March 2008 - September 2008
Brown Brothers Harriman September 2007 - February 2008
Bank of New York Mellon 2004 - 2007
SND Technology September 2003 - May 2004
Highdata Software Corporation April 2000 - September 2003
Skills
SDLC, SQL, Software Project..., Business Analysis, SOA, Requirements Analysis, Data Modeling, Business Intelligence, Oracle, Unix, XML, Java, Java Enterprise Edition, EJB, Spring, Weblogic, Websphere, Agile Methodologies, Software Development, Scrum, Databases, Enterprise Architecture, Hibernate, PL/SQL, Web Services, Database Design, Linux, Integration, ETL
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2012
MBA, Business Administration, 3.8
University of Madras 1995 — 1998
MS, Computer Science
Loyola College 1992 — 1995
BS, Mathematics
Bank of New York Mellon programmerBank of New York1993 - 2000
Education
University of Maryland College Park
Bank of New York Mellon September 1999 - Present
Putnam Investments July 1998 - September 1999
Prudential Preferred Financial Services June 1997 - February 1998
Skills
Corporate Actions, Risk Management, Fixed Income, Customer Service, Fund Accounting, Equities, SWIFT payments, Global Custody, Bloomberg, Banking, Back Office, Investments, Business Analysis, Mutual Funds, Financial Services, Settlement, Securities, Sales, Trading Systems, FX Options, Insurance, Derivatives, Middle Office, Account Reconciliation, Hedge Funds, Asset Management, SDLC, Relationship Management, Payments, Securities Lending, Capital Markets, Financial Markets, Financial Risk, Trading, Alternative Investments, Bonds, SWIFT Payments
Education
University of Massachusetts Lowell 1995 — 1997
MBA, General Management
University of Massachusetts, Amherst 1990 — 1995
BS, Plant & Soil Science
Pingree School 1988 — 1990
High School
Freedom Mortgage Corporation April 2013 - Present
First American Title Insurance Company - Mortgage Services February 2011 - April 2013
Great Western (A Division of Frontier Bank, FSB) October 2010 - February 2011
Bank of New York Mellon September 2009 - June 2010
First American Title April 2009 - September 2009
GMAC Rescap October 1995 - December 2007
California Mortgage Bankers Association 2007 - 2007
ditech.com/GMAC ResCap 2006 - 2007
Ditech.com 1995 - 2006
Skills
Management, Leadership, Finance, Customer Service, Mortgage Banking, Loans, Outsourcing, Credit, Risk Management, Training, Budgets, Process Improvement, Banking, Underwriting, Financial Risk, Mortgage Lending, Negotiation, Real Estate, Loan Origination, Mortgage Servicing, FHA, Loss Mitigation, Refinance, Residential Mortgages
Education
University of Phoenix 2000 — 2003
Bank of New York Mellon Trading AssistantJP Morgan1999 - 2001
Education
University of Maryland College Park
PeopleFluent 2014 - 2015
RCN Becocom LLC February 2012 - August 2014
REIT Management and Research October 2010 - November 2011
Bank of New York Mellon June 2008 - October 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Accounts Payable, Customer Service, Outlook, Microsoft Office, PowerPoint, Account Reconciliation, Bloomberg, Budgets, Microsoft Excel, Accounts Receivable, General Ledger, QuickBooks
Education
University of Massachusetts Boston 2005 — 2008
National Cardiovascular Partners, LP January 2014 - Present
Sogeti USA August 2007 - February 2014
Outsource Partners International November 2006 - August 2007
Bank of New York Mellon April 2005 - October 2006
Skills
Business Analysis, Portfolio Management, SharePoint, Auditing, Analysis, Financial Services, Finance, Management, Banking, Project Planning, Business Process, Project Management, Change Management, Account Reconciliation, Business Process..., CRM, Process Improvement, Business Intelligence, Risk Management, Financial Analysis, IT Strategy, Project Portfolio..., Requirements Analysis, Management Consulting, Testing, PMO, Vendor Management, Requirements Gathering, Outsourcing, Software Project..., ERP, PMP, Consulting, Program Management, Integration, IT Service Management, Accounts Receivable, Data Analysis, Forecasting, Financial Reporting, Oracle E-Business Suite, Budgets, Accounting, Microsoft Excel, Mergers, Leadership
Education
University of Houston 1999 — 2004
Bachelors, Finance
Eisenhower High Scool
Diploma
Calvert Investments May 2015 - Present
Calvert Investments November 2013 - May 2015
Calvert Investments August 2011 - November 2013
Bank of New York Mellon June 2010 - August 2011
Transportation Federal Credit Union January 2008 - November 2009
JPMorgan Chase May 2004 - January 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Investments, Data Analysis, Series 6, Trading, Series 63, Bloomberg, Accounting
Education
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.)
FINRA Licensing
Series 6, Series 63
CFA Institute
Claritas Investment Certificate
JPMorgan Chase October 2010 - Present
Bank of New York Mellon March 2007 - October 2010
JPMorgan Chase April 2004 - March 2007
JPMorgan Chase March 2001 - April 2004
JPMorgan Chase September 1999 - March 2001
Education
University of Houston
Bank of New York Mellon May 2008 - Present
Fidelity Investments March 2005 - June 2007
Fidelity Investments 1992 - 2007
Fidelity Investments March 2004 - March 2005
Fidelity Investments January 2002 - March 2004
Fidelity Investments September 2000 - January 2002
Fidelity Investments May 1999 - September 2000
Fidelity Investments June 1996 - May 1999
Fidelity Investments September 1994 - June 1996
Fidelity Investments September 1993 - October 1994
Skills
Program Management, CRM, Strategy, ITIL, Leadership, Call Centers, Process Improvement, Customer Satisfaction, Operations Management, Training, Banking, IT Service Management, Service Delivery, Budgets
Education
University of New Hampshire 1985 — 1989
Bachelors, Communications, Business Administration
Bank of New York Mellon March 2001 - Present
Education
University of Pennsylvania 1984 — 1988
Bank of New York Mellon April 2006 - Present
BISYS Fund Services January 2004 - April 2006
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Internal Audit, Account Reconciliation, US GAAP, Corporate Finance, Valuation, GAAP, Due Diligence, Finance, Financial Statements
Education
University of Mount Union 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
eXelate August 2014 - December 2014
AudienceScience August 2013 - August 2014
E*TRADE Financial - Corporate Services January 2012 - July 2013
Bank of New York Mellon January 2002 - January 2012
E*TRADE FINANCIAL Corporate Services 1998 - 2001
Robertson Stephens & Co 1996 - 1999
Skills
Equities, Series 7, Series 63, Financial Services, Securities, Options, Mergers, Mutual Funds, Investments, Relationship Management, Executive Pay, Wealth Management, Capital Markets, Due Diligence, Alternative Investments, FINRA, Hedge Funds, Trading, Business Development, Integrated Marketing, Mergers & Acquisitions, Financial Markets, Fixed Income, Digital Marketing
Education
University of Pennsylvania 1982 — 1986
B.S, Business
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Economics, Marketing
Malin Integrated Handling Solutions and Design April 2014 - Present
Apex Firestop February 2009 - April 2014
Wells Fargo January 2008 - February 2009
Bank of New York Mellon 2006 - 2007
Skills
Cash Management, Financial Analysis, Corporate Finance, Financial Reporting, Bloomberg, Microsoft Excel, Banking, Data Analysis, Office Administration, Financial Modeling, Accounting, Asset Management, Account Reconciliation, Finance, Data Entry, Loans, Customer Service, Mutual Funds, Equities, Fixed Income, Capital Markets, Payroll, Risk Management, Sales, Direct Sales, Analysis, Valuation, Budgets, QuickBooks, Project Management, Team Building, Account Management, Contract Management, Management, Contract Negotiation
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1999 — 2004
Bachelor of Business Administration (B.B.A.), Management, Finance
Bellaire High School
TPG-Axon Capital 2009 - 2009
Gerson Lehrman Group April 2008 - 2009
Bank of New York Mellon July 2000 - April 2008
Education
University of North Carolina at Chapel Hill
Citi August 2006 - Present
Citigroup April 2006 - Present
JPMorgan Chase May 2005 - April 2006
Bank of New York Mellon April 2004 - April 2005
JPMorgan Chase December 2000 - April 2004
Skills
Business Analysis, Sybase, Trading Systems, Investment Banking, SDLC, Requirements Analysis, Java, Oracle, IBM BPM, J2EE Application..., Sencha/ExtJS, J2EE Web Services, Microsoft SQL Server, REST, Flex, Enterprise Architecture
Education
University of Nebraska-Lincoln 1997 — 2000
MS, Electrical Engineering
Bank of New York Mellon February 2008 - Present
ACI Worldwide June 2007 - February 2008
Education
University of Massachusetts Boston 1982 — 1986
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
NH Graduate School of Business
MBA, Business
Bank of New York Mellon May 1998 - Present
Equitable Resources September 1987 - May 1998
Skills
Visual Basic, SQL, Database Design, Software Development, Testing, HTML
Education
University of Pittsburgh 1983 — 1985
Bank of New York Mellon June 2005 - Present
Mellon Financial 2001 - 2003
Skills
Financial Services, Project Management, Process Improvement, Relationship Management, Management, Finance, Leadership, Strategy
Education
University of Pittsburgh 1995 — 1999
Bachelor of Arts (B.A.), Media Communications
AIG October 2014 - Present
Great-West Financial April 2012 - September 2014
TIAA-CREF February 2007 - April 2012
QED Financial Systems November 2005 - January 2007
PMA Companies September 2003 - November 2005
Bank of New York Mellon December 1999 - September 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, GAAP, General Ledger, Analysis, Investments, Financial Statements, IFRS, Management, Leadership, Insurance, Project Management, Accruals, Team Building, Policy, Portfolio Management, SEC filings, US GAAP
Education
University of Phoenix 2008 — 2011
MBA, concentration in Accounting
University of Phoenix 2004 — 2006
BS, Business Finance
Bank of New York Mellon Financial Planning AssociateKanaly Trust Company2004 - 2005
RBC Dain Rauscher 1997 - 2003
Education
University of Oregon 1991 — 1995
Colegio Internacional de Caracas 1985 — 1989
Bank of New York Mellon December 2000 - Present
Skills
Management, Project Management, Strategic Planning, Customer Service, Process Improvement
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts (B.A.)
Central Catholic High School 1988 — 1992
Bank of New York Mellon March 2010 - June 2013
Education
University of Houston, C.T. Bauer College of Business 1999 — 2004
Ernst & Young 2012 - Present
Bank of New York Mellon 2010 - 2013
CapGemini Financial Services 2010 - 2012
Cognizant Technology Solutions 2008 - 2010
Express Scripts 2007 - 2008
Vodafone 2004 - 2006
Skills
Data Warehousing, Teradata, Requirements Analysis, Business Analysis, SDLC, PL/SQL, Oracle, Business Intelligence, ETL, SQL, Requirements Gathering, Business Objects, Analysis, Business Requirements, Software Project..., Software Documentation, Management, Data Modeling
Education
University of Mumbai
Bachelor of Engineering (B.E.)
University of Mumbai
Engineering Diploma
Welingkar Institute of Management
Master of Business Administration (M.B.A.)
Bank of New York Mellon April 2008 - Present
Skills
Real Estate, Investment Properties, REO, Management, Real Estate Transactions, First Time Home Buyers, Investors, Negotiation, Residential Homes, Sellers
Education
University of Massachusetts, Amherst
Axar Capital Management April 2015 - Present
Mount Kellett Capital May 2014 - August 2014
The Gores Group August 2011 - August 2013
Citi September 2010 - August 2011
Sagent Advisors July 2009 - September 2010
Bear Discounts May 2006 - May 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Private Equity, Financial Modeling, Valuation, Entrepreneurship, Equities, Capital Markets, PowerPoint, Equity Research, Corporate Finance, Financial Analysis, Hedge Funds, Venture Capital, Microsoft Office, Bloomberg, M&A experience, Mergers & Acquisitions, Due Diligence, Investments, Microsoft Excel, Retail, Investment Banking, LBO, Research
Education
Wharton Business School 2013 — 2015
Washington University in St. Louis - Olin Business School 2005 — 2009
B.S.B.A, Accounting and Finance
Riverdale Country School 2002 — 2005
The Buckley School 1992 — 2002
Bank of New York Mellon December 2004 - Present
Mellon Bank December 2000 - October 2004
Skills
Corporate Actions, Equities, Global Custody, Securities, Fixed Income, Bloomberg, Financial Services, Mutual Funds, Financial Markets, Asset Management, Banking, Settlement, FX Options, Capital Markets, Bonds, Ultrasonic Welding, Client Relations, Client Services, Risk Management, Investments
Education
University of Massachusetts Boston 1995 — 1998
BS, Management/Finance
Matignon HIgh School
Bank of New York Mellon 2004 - Present
BNY Mellon July 1996 - Present
Education
University of Houston
Citco Fund Services April 2011 - Present
Caledonian Fund Services LLC November 2007 - August 2010
Bank of New York Mellon August 2001 - November 2007
Education
University of Maine 1991 — 1995
Bachelor's of Science, Business Administration: Finance & Marketing
Bank of New York Mellon August 2010 - Present
Lockheed Martin August 2008 - August 2010
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Valuation, Financial Reporting, Risk Management, Analysis, Strategic Financial..., Financial Accounting, Microsoft Excel, Accounting, Data Analysis, Bloomberg, Investments, Equities, Forecasting, Microsoft Office, Asset Management, Access, Business Analysis, Due Diligence, SAP, Microsoft Word, Outlook, Structured Finance, Production Budgeting, Budget Forecasts, Earned Value Management, Financial Planning, Microsoft Access
Education
University of Houston 2005 — 2008
BBA, Finance
SunAmerica January 2008 - Present
Bank of New York Mellon September 2007 - December 2007
AIM Investments February 1998 - August 2007
Education
University of Houston-Victoria 1994 — 1996
BBA, Accounting
John Hancock Financial Services June 2013 - Present
John Hancock Financial Services July 2012 - June 2013
BNY Mellon 2003 - June 2012
Bank of New York Mellon 2007 - 2008
Russell Mellon Analytical Services 1999 - 2006
Mellon Analytical Solutions 1994 - 2003
Mellon 1994 - 1999
Mellon Bank 1994 - 1999
Wachovia Bank 1990 - 1994
Skills
Financial Services, Investment Performance, Operations Management, Process Engineering, Business Strategy, Business Process..., Business Transformation, Operating Models, Lean Transformation, Organizational..., Strategic Planning, Product Management, Performance Attribution, Mentoring, Project Management, Business Analysis, Risk Management, Portfolio Management, Strategy, Program Management, Alternative Investments, Securities, Fixed Income, Asset Management, Equities, Hedge Funds, Derivatives, Mutual Funds, Management Consulting
Education
University of Pennsylvania
BA, Economics
US Trust February 1997 - Present
U. S. Trust Company 1997 - 2010
Bank of New York Mellon August 1986 - February 1996
Bank of New York 1985 - 1996
Education
University of Phoenix 2005 — 2007
Associates, Business
Bank of New York Mellon April 2008 - Present
Lehman Brothers June 2006 - March 2008
Skills
Software Project..., Business Analysis, Vendor Management, SDLC, Requirements Analysis, PMP, IT Strategy, PMO, Enterprise Architecture, Project Portfolio..., Business Intelligence, Data Warehousing, Business Requirements, Solution Architecture, Requirements Gathering, Business Process, Business Process..., Resource Management, Agile Project Management, Integration, Outsourcing, Agile Methodologies, Business Transformation, Global Delivery, Project Delivery, IT Management
Education
University of Mumbai
Bank of New York Mellon January 2009 - June 2014
Lehman Brothers September 2001 - March 2008
Skills
Fixed Income, Trading, Derivatives, Capital Markets, Bloomberg, Credit Derivatives, Middle Office, Hedge Funds, Prime Brokerage, Swaps, ISDA, Trading Systems, Investment Banking, Rates
Education
University of Miami 1999 — 2001
BBA, Finance, General
Credit Agricole CIB 2007 - Present
Calyon Securities, Inc. March 2007 - December 2010
BNY Capital Markets (Bank of New York) 1992 - 2007
The Bank of New York 1988 - 2007
BNY Capital Markets 1988 - 2007
Bank of New York Mellon 1988 - 2007
McKinsey & Co. January 1991 - November 1992
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
MBA, Finance
JP Morgan Chase 2011 - Present
Cognizant Technology Solutions 2009 - 2011
Bank of New York Mellon June 2007 - December 2008
Citi 2006 - 2007
Citi 2002 - 2005
The Depository Trust & Clearing Corporation 2000 - 2002
Larsen & Toubro Infotech 1998 - 2000
Skills
JAVA, Enterprise Architecture, Technology Integration, UX & UI Designs, Analytics, Mobile Applications, Flex, HTML5, Apache Frameworks, Performance Tuning, Message Oriented..., JavaScriptMVC, Enterprise Design..., Business Workflows, BPM Tools, Software Configuration..., Continuous Integration, Service Oriented..., Team Building, Product Development
Education
University of Mumbai 1995 — 1998
BE in Computers, Computer Engineering
Bank of New York Mellon April 2010 - Present
Putnam Investments September 2008 - February 2009
Bank of New York Mellon April 2006 - August 2008
State Street February 2002 - April 2006
Education
University of Massachusetts Boston 1998 — 2001
BS, Management Science Information Systems
Morgan Stanley August 2013 - Present
Bank of New York Mellon September 2006 - July 2013
The Bank of New York 2006 - 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Management, Microsoft Excel, Mutual Funds, Accounting, Securities, Risk Management
Education
University of Hartford 2001 — 2005
BSBA, Business Management
BNY Mellon December 2012 - Present
Bank of New York Mellon December 2007 - November 2013
Investors Bank & Trust August 2001 - November 2007
Pioneering Services Corporation January 1995 - December 2000
Skills
Financial Services, Mutual Funds, Relationship Management, Securities, Portfolio Management, Banking, Fixed Income, Investments, Equities, Credit, Client Services, Bloomberg, Series 7, Corporate Actions, Hedge Funds
Education
University of Miami
B.A., Sociology
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Bank of New York Mellon February 2008 - Present
Fiserv Lending Solutions August 2006 - December 2007
Fiserv Lending Solutions April 2004 - August 2006
Education
University of Pittsburgh
Sapient Global Markets January 2013 - Present
Bank of New York Mellon September 2008 - January 2013
UBS Financial Services October 2006 - August 2008
AT&T February 2003 - October 2006
DHL January 2003 - February 2004
Skills
SDLC, Requirements Analysis, Solution Architecture, Software Project..., Requirements Gathering, PMP, Data Warehousing, Risk Management, Global Delivery, Data Modeling, Business Requirements, Business Analysis, Enterprise Architecture, Offshoring, SOA
Education
University of Southern California 2000 — 2002
M.S., Computer Science
University of Southern California 2000 — 2002
MS, Computer
University of Mumbai 1996 — 2000
B.E., Computer Engineering
University of Mumbai 1994 — 1996
HSC, Computer Science
University of Mumbai 1982 — 1994
SSC
AEGON Asset Management December 2008 - Present
Diversified Investment Advisors October 2000 - December 2008
Bank of New York Mellon January 1998 - October 2000
Education
University of Phoenix
Bank of New York Mellon May 2007 - Present
Investors Bank and Trust October 2005 - May 2007
HARMAN International February 2004 - October 2005
Skills
Fund Accounting, Equities, Fixed Income, Financial Services, Bloomberg, Securities, Mutual Funds, Accounting, Corporate Actions
Education
University of Massachusetts Lowell 1998 — 2002
Bachelor's Degree, Accounting
U.S. Bank October 2013 - Present
Bank of New York Mellon October 2006 - October 2013
JPMorgan Chase 1994 - 2006
JPMorgan 1994 - 2006
Skills
Financial Services, Relationship Management, Securitization, Capital Markets, Derivatives, Credit, Structured Finance, Fixed Income, Equities, CDO, Portfolio Management, Hedge Funds, Alternative Investments, Securities, Loans
Education
University of Houston
Bank of New York Mellon Senior Training ConsultantThe Boston Company1987 - 1994
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Legal Studies
National Asset Management, Inc. October 2013 - Present
Prime Capital Services December 2012 - Present
Toussaint Capital Partners March 2011 - April 2012
Toussaint Capital Partners April 2010 - April 2012
Bank of New York Mellon February 2005 - December 2008
Allstate Financial Services July 2001 - December 2004
Ameritrade 1998 - 2002
Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA
Education
University of Nebraska-Lincoln
B.S, Finance
JPMorgan Chase May 2009 - Present
JPMorgan Chase April 2003 - May 2009
Bank of America 2000 - 2003
Coldwell Banker Real Estate 1999 - 2000
Bank of New York Mellon 1998 - 1999
Bank of America 1995 - 1998
Bank of America 1990 - 1995
Bank of America 1985 - 1990
Skills
Loans, Banking, Commercial Lending, Commercial Banking, Credit, Accounting, Strategy, SAP, G/L Reconciliations, Account Reconciliation, CMBS, Frontier, Credit Analysis, Management, Portfolio Management, Analysis, Risk Management, Financial Services, Mortgage Banking, Financial Risk, Real Estate, Construction Loans, Customer Service, Commercial Real Estate, Commercial Mortgages, Loan Origination, Loan Servicing, Mortgage Lending, Underwriting, Bank Reconciliation, SharePoint, Quality Center, Microsoft Excel, Microsoft Word, Outlook, Team Leadership, Supervisory Skills, Auditing, Cash Management, Mortgage Servicing, Leadership, Finance, Financial Analysis, Asset Management, Financial Modeling, Treasury Management, Investments, Valuation, Due Diligence, Credit Risk
Education
El Centro
North Lake
University of North Texas
Bank of New York Mellon July 1999 - Present
The Prudential Insurance Co of America July 1989 - July 1999
Ratan S Mama & Co, Chartered Accountants 1979 - 1983
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Analysis
Education
University of Mumbai 1976 — 1980
B.Com, Accounting
BGC Partners September 2004 - Present
emeralds International 2015 - 2015
emeralds International 2015 - 2015
emeralds International 2015 - 2015
Bank of New York Mellon June 2001 - September 2004
Citibank 1996 - 2001
Prudential Securities April 1989 - September 1992
Bankers Trust 1985 - 1988
Digital Equipment Corporation January 1982 - January 1984
Univ of Iowa Weeg Computer Center 1975 - 1981
Skills
VMS, SWIFT payments, Disaster Recovery, Data Center, Derivatives, Unix, ITIL, Operating Systems, TCP/IP, HP, Storage, Market Data
Education
University of Iowa
PNC Global Investment Servicing October 2008 - Present
Thomson Reuters 2009 - 2010
Bank of New York Mellon August 2008 - October 2008
Hexaware Technologies 2006 - 2008
Ernst & Young LLP 2006 - 2008
L&T Infotech 2005 - 2006
Tata Consultancy Services 2003 - 2005
Skills
WCF, SSRS, .NET, Data Warehousing, ETL, Databases, VSS, Data Modeling, VB.NET
Education
University of Madras 2000 — 2003
MCA, Computer
Kaligi Ranganatham Montford Matric Hr Sec School
Scotia Capital September 2007 - Present
Bank of New York Mellon February 2003 - September 2007
Education
University of Houston, C.T. Bauer College of Business 1993 — 2000
BA, Accounting
Bank of New York Mellon October 2006 - Present
State Street 2003 - 2006
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Yale University 1985 — 1989
BA
SDLC Partners, L.P. November 2009 - Present
ServiceLink February 2009 - November 2009
Bank of New York Mellon 2007 - 2008
JPMorgan Chase 2003 - 2007
JP Morgan 2003 - 2003
Qwest Communications June 2000 - February 2002
American Century Investments 1998 - 2000
Education
Columbus University 1998 — 2001
Masters, IT Total Quality Management
University of Phoenix 1991 — 1995
Bachelor of Science, Information Technology Sciences
Eagle Investment Systems July 2012 - Present
BNY Mellon September 2009 - July 2012
Eagle Investment Systems July 2006 - September 2009
Bank of New York Mellon July 2003 - June 2006
Integrated Change June 1996 - June 2003
Federated Investors June 1991 - June 1996
Andersen Consulting June 1987 - June 1991
Education
University of Notre Dame 1983 — 1987
Bachelors, Business Administration and Accounting
Bank of New York Mellon February 2010 - Present
Financial Resource Center January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Education
University of Kentucky 2004 — 2008
B.B.A., Finance and Marketing
BNY Mellon January 2014 - Present
BNY Mellon September 2011 - Present
Bank of New York Mellon February 2008 - September 2011
Wal-Mart June 2006 - February 2008
Skills
Credit Risk, Microsoft Office, Financial Services, Analysis, Collateral Management, Derivatives, Back Office, Finance, Fixed Income, Management, Process Improvement, Strategic Planning, Valuation
Education
University of Pittsburgh 2003 — 2007
Bachelor's in Economics, Minor in Computer Science
CIT June 2010 - Present
Bank of New York Mellon October 2007 - October 2009
Washington Mutual September 2005 - March 2007
Municipal Credit Union September 2004 - July 2005
Skills
Credit, Excel, Financial Analysis, Microsoft Office, PowerPoint, Banking, Finance, Small Business Lending
Education
American InterContinental University 2013 — 2014
Master's degree, Finance, General
University of Phoenix 2007 — 2010
BS, Finance, Accounting
Bank of New York Mellon June 1997 - Present
DCI August 1995 - June 1997
MicroAge Inc March 1993 - July 1995
ZAK Trading Company March 1986 - August 1990
Skills
Risk Management, Hardware, BMC Remedy, Data Center, Databases, Program Management, Change Management, Business Continuity, Unix, Microsoft SQL Server, Visual Basic, Visio, IT Service Management, Business Analysis, System Deployment, Peregrine, ITIL, Integration, ITIL Certified, Crystal Reports, Leadership, SDLC, Incident Management, IT Strategy, Service Desk, Analysis, Vendor Management, IT Management, Project Portfolio..., Governance, Disaster Recovery, IT Operations
Education
University of Iowa 1980 — 1985
B.S., Electrical and Computer Engineering
University of Iowa 1980 — 1985
Computer Engineering
Bank of New York Mellon April 2008 - Present
Putnam Investments November 2006 - April 2008
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Sociology/ Criminal Justice/ German Studies
University of Massachusetts, Amherst 2002 — 2006
Johnson Controls August 2013 - Present
GENPACT LLC December 2010 - June 2013
Fidelity National Information Services November 2007 - October 2009
Thomson Reuters May 2002 - November 2007
US Bank May 2001 - May 2002
Bank of New York Mellon May 1996 - May 2001
Skills
Business Analysis, Help Desk Support, Product Management, Troubleshooting, Mergers, Project Management, Scrum master, customer support, Software Documentation, Scrum, Quality Assurance, Visio, Customer Support, Microsoft SQL Server, SDLC, Analysis, Software Development, Testing, Software Project..., Requirements Analysis, Mergers & Acquisitions, Management, SQL, User Acceptance Testing, Requirements Gathering, Leadership, Databases, Integration, Test Cases, Vendor Management, Access, Process Improvement, Business Process..., SharePoint, Business Requirements
Education
University of Phoenix 2002 — 2005
MBA, Technology Management
University of Louisiana at Lafayette 1991 — 1996
Business Administration, Finance
Bank of New York Mellon Relationship ManagerFormer Mellon Financial and is Currently BNY Mellon2000 - 2005
Education
University of Kent 1985 — 1988
Public Administration & Management, Economics, Politics, International Relations
Morgan Stanley March 2015 - Present
Morgan Stanley July 2013 - December 2013
BNY Mellon March 2012 - May 2012
Bank of New York Mellon November 2009 - February 2012
Pershing May 2008 - August 2008
Pershing May 2007 - August 2007
Skills
Investment Banking, Credit Risk, Compliance, Risk Management, Corporate Finance, Investments, Mutual Funds, Bloomberg, Financial Services, Securities, Equities, Fixed Income, Financial Analysis, Portfolio Management, Banking, Capital Markets, Derivatives, Bloomberg Terminal, Financial Modeling, Financial Risk, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Start-ups, Series 7, Wealth Management, Analysis, Trading, Bonds
Education
University of Maryland College Park 2004 — 2008
B.A.
Bank of New York Mellon Retirement SupportAIM Investments PlcJuly 1998 - March 2006
Education
University of Houston 1998 — 2003
Psychology, English
Fidelity Investments June 2007 - Present
Bank of New York Mellon December 2006 - January 2007
Skills
Computer Skills •..., Leadership, Access, Training, Marketing, Sales, Account Reconciliation, Business Planning, Microsoft Excel, PowerPoint, Teamwork, General Ledger, Microsoft Word, Databases, Mutual Funds, Spreadsheets, Illustrator, Market Planning, Financial Analysis, Banking, Public Speaking, Social Media, Customer Service
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor, Marketing
University of Massachusetts, Amherst
Cambridge Associates December 2013 - Present
Deutsche Bank Alternative Fund Services September 2010 - November 2013
Bank of New York Mellon August 2008 - August 2010
State Street Corporation March 2007 - August 2008
Skills
Bloomberg, Accounting, Accounts Payable, General Ledger, Accounts Receivable, Hedge Funds, Securities, Mutual Funds, Financial Statements, Financial Services, Bonds, Microsoft Excel, Outlook, Accruals
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2006
Bachelor of Science, Finance
University of Otago 2005 — 2005
Business and Economics
BNY Mellon August 2014 - Present
Jersey Central FCU October 2011 - December 2013
Weichert, Realtors December 2008 - October 2011
Bank of New York Mellon 2007 - 2009
Greater Alliance Federal Credit Union May 2000 - July 2007
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Credit Risk, Financial Risk, Compliance Management, Corporate Trust, Municipal Bonds, Retail Banking, Investment Banking, Portfolio Management, Cash Management, Fixed Income, Finance, Investments, Asset Management, Underwriting, Funding, Analysis
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Finance, General, Business Manangement, 3.96 GPA
University of Phoenix 2012 — 2013
Associate's Degree, Finance and Financial Management Services, 3.95 GPA
Bank of New York Mellon AccountantBNYMellonFebruary 2010 - Present
Skills
Accounting, Financial Reporting, Financial Analysis
Education
University of Kentucky 1998 — 2002
Accounting
Bank of New York Mellon December 2007 - Present
Kuhl-Linscomb June 2006 - December 2007
Education
University of Houston-Clear Lake 2005 — 2007
Master, Business Administration
BNY Mellon September 2007 - Present
Bank of New York Mellon 2007 - Present
Raymond James & Associates, Inc December 2005 - September 2007
Education
University of Michigan 2001 — 2005
Bachelor of Arts, Economics
UPMC August 2012 - Present
Brain OF BMW September 2010 - Present
Bank of New York Mellon March 2007 - August 2008
Skills
Health Insurance, HIPAA, Marketing, Sales, Management, Public Speaking, Managed Care, Insurance, Medicare, Healthcare, Leadership, Team Building, Entrepreneurship, Social Networking, Online Marketing, Strategic Planning, Event Management
Education
University of Pittsburgh 2003 — 2005
n/a, Business Management, Marketing
BNY Mellon July 2013 - Present
Bank of New York Mellon May 2008 - Present
JP Morgan Chase September 2007 - May 2008
JP Morgan Chase August 2004 - September 2007
Peak Organization July 2003 - August 2004
International Business Machines January 2001 - July 2003
Skills
Active Directory, Citrix, Databases, Disaster Recovery, Hardware, Laptops, Lotus Notes, SQL, Technical Support, Troubleshooting, VPN, Visio, Windows, Risk Management, Business Analysis
Education
University of Houston 2002 — 2004
Bachelor of Science, Information Systems Technology
BNY Mellon April 2012 - Present
Bank of New York Mellon April 2012 - Present
OfficeMax June 2009 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Leadership
Education
University of Pittsburgh 2010 — 2012
Bachelor of Science (B.S.), Accounting
BANK OF NEW YORK MELLON 1998 - 2010
NYC DEPARTMENT OF CITYWIDE ADMINISTRATIVE SERVICES 1990 - 1998
Skills
Unix, Management, Business Process, Software Documentation, Mainframe, Lotus Notes, SDLC, Data Migration, Data Center, Information Technology, Windows, Solaris, JCL, Disaster Recovery, ITIL, Visio
Education
University of Pennsylvania
B.A., Sociology
Goldman Sachs January 2015 - Present
Self Employed 2014 - Present
AllianceBernstein 2006 - 2014
Bank of New York Mellon 1998 - 2006
IBM Corp 1982 - 1983
Skills
Data Governance, Reference data for..., Operational Risk..., Project Management, Securities, Reference Data, Legal Entity and..., Corporate Actions, Market Data, Investments, Fixed Income, Equities, Outsourcing, Derivatives, Bloomberg, Trading Systems, Business Analysis, Investment Management, Vendor Management, IT Strategy, Electronic Trading, Back Office, Front office support, Middle office, Dashboard Metrics, Middle Office
Education
University of Maryland College Park
Masters, Library and Information Science
Western Illinois University
B.S., Biological Sciences
Citation Oil & Gas Corp. October 2012 - Present
BNY Mellon January 2012 - September 2012
Bank of New York Mellon August 2007 - December 2011
Designer Stone Center, Inc. August 2006 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Cash Management, Valuation, Cash Flow, Finance, Risk Management, Microsoft Excel, Auditing, Bloomberg, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Portfolio Management, Analysis, Forecasting, Strategic Planning, Management
Education
University of Houston 2010 — 2012
MBA, Finance
University of St. Thomas (TX) 2002 — 2006
3.45, Finance and Business
IEA 1989 — 2001
ValvTechnologies, Inc. October 2014 - Present
Wells Fargo Bank January 2008 - October 2014
Wells Fargo Bank April 2007 - December 2007
Bank of New York Mellon December 2001 - April 2007
Skills
CDO, Capital Markets, Relationship Management, Analysis, Financial Risk, Finance, Management, Account Reconciliation, Internal Controls, Financial Analysis, Financial Services, Risk Management
Education
University of Houston 1997 — 2001
BBA
Bank of New York Mellon
Skills
Disaster Recovery, SharePoint, SDLC, Active Directory, Vendor Management, Business Analysis, Information Technology, Microsoft Excel, Networking
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA)
EDMC November 2008 - Present
Bank of New York Mellon 2003 - 2008
Skills
Cisco, Cisco IOS, Servers, Switches, Computer Hardware
Education
University of Pittsburgh
B.S., Psychology
Bank of New York Mellon October 2001 - Present
Education
University of Missouri-Saint Louis
Bank of New York Mellon November 2007 - Present
Skills
Microsoft Excel, Accounting, Financial Services, Financial Reporting, Risk Management
Education
University of Phoenix 2007 — 2009
Master's degree
LaRoche College 2000 — 2005
Bachelors, Psychology
Gurwitch Products - Laura Mercier and Re'Vive February 2014 - Present
Virtus Partners, LLC October 2007 - February 2014
Bank of New York Mellon October 2006 - October 2007
JP Morgan Chase, N.A. July 2005 - October 2006
Skills
Bloomberg, Fixed Income Portfolio..., Fixed Income Analysis, Interest Rate Swaps, CDO, Settlement, Loans, FX Swaps, Rating Agency Relations, Middle Office, Credit Derivatives, Bonds, Client Service, Derivatives, Structured Finance, Fixed Income, Client Services, Banking, Capital Markets, Asset Management, Risk Management
Education
University of Houston, C.T. Bauer College of Business
Finance
Bank of New York Mellon 1995 - 2011
The Hospital & Healthsystem Association of Pennsylvania March 1987 - October 1994
Skills
Data Analysis, Communication, Research, Organization, Problem Solving, Training, Customer Service, Data Entry, Receptionist Duties, Clerical Skills, Internal Audit, Encoding, Laser Scanning, Fax, Microsoft Office, Microsoft Excel, Microsoft Word, Peachtree, Filing
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Accounting