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
Proskauer Rose LLP January 2012 - Present
MF Global July 2009 - November 2011
Bank of New York Mellon 2007 - July 2009
GlobeOp Financial Services 2004 - 2007
Skills
Financial Modeling, Hedge Funds, Capital Markets, Equities, Derivatives, Securities, Financial Analysis, Corporate Finance, Valuation, Investments, Investment Banking, Bloomberg, Fixed Income, Analysis, Finance
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy
The Hong Kong University of Science and Technology 2014 — 2014
Doing Business in China
Binghamton University - School of Management 2000 — 2004
Bachelor of Science, Finance
BNP Paribas April 2014 - Present
Bank of New York Mellon December 2011 - April 2014
Bridgewater Associates November 2010 - December 2011
Genpact October 2006 - November 2010
Hewitt Associates August 2004 - October 2006
i-flex solutions July 1998 - August 2004
Skills
Vendor Management, ITIL, Change Management, Project Management, Management, Production Support, Account Reconciliation, Banking, Hedge Funds, SDLC, Smartstream TLM, Offshoring, Back Office, agile scrum trained, Asset servicing, Risk Management, Training, Business Analysis, Business Development, Project Governance
Education
Birla Institute of Technology and Science 1994 — 1998
B.E(Hons), Instrumentation
Kendriya Vidyalaya
BNY Mellon July 2015 - Present
BNY Mellon April 2013 - Present
Bank of New York Mellon November 2009 - Present
Norinchukin Bank February 2008 - October 2009
WaMu July 2006 - January 2008
American Home Mortgage March 2004 - July 2006
Franklin First Financial May 2002 - March 2004
Skills
Risk Management, Credit Risk, Fixed Income, Portfolio Management, Analytics, Financial Risk, Market Risk, Credit, Analysis, Trading, Loans, Program Management
Education
Hofstra University 2002 — 2005
MBA, Finance
Binghamton University 1998 — 2001
BA, Psychology
Berkshire Communities July 2012 - Present
FBICAAA Boston Division 2005 - January 2013
Aimco October 2011 - July 2012
Nordblom Company April 2009 - October 2011
LongVue Advisors, LLC September 2008 - April 2009
Bank of New York Mellon June 1999 - October 2008
Bank of New York Mellon June 1999 - September 2008
State Street January 1997 - January 1999
Skills
Certified Property..., CTFA, Property Management, Real Estate, Asset Managment, Due Diligence, Investment Properties, Leases, Investments, Real Estate Development, Portfolio Management, Brokerage, Affordable Housing, Apartments, Residential Homes, Real Estate Economics, Real Estate Transactions, Lease Administration, Contract Negotiation, Financial Analysis
Education
IREM 2005 — 2009
CPM Designation, Certified Property Manager
Berklee College of Music
Boston University
Cannon National Trust School
Curry College
Bachelors, Business Administration
J.P. Morgan November 2014 - Present
Citi February 2008 - July 2014
S&P Capital IQ October 2012 - July 2013
Morgan Stanley June 2007 - February 2008
Depository Trust and Clearing February 2003 - June 2007
Bank of New York Mellon October 1998 - February 2003
Skills
Securities, Risk Management, Middle Office, Bonds, Business Process..., Financial Risk, Project Management, Equities, Fixed Income, Data Analysis, Automation, SWIFT messages, Operational Risk, Prime Brokerage, Outsourcing, Vendor Management, Corporate Actions, Onboarding, Bloomberg, Reuters, SQL, Financial Services, Business Analysis, Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
S&P Capital IQ November 2014 - Present
S&P Capital IQ March 2012 - November 2014
S&P Capital IQ September 2010 - April 2012
Moodys Investor's Services CGI June 2007 - September 2010
Bank of New York Mellon June 2006 - August 2006
Skills
Business Analysis, Requirements Gathering, SDLC, Fixed Income, Software Project..., Financial Modeling, Requirements Analysis, Bloomberg, SQL, Financial Analysis, Product Management, Data Analysis, Project Management, Visio, Business Strategy, Process Improvement, Business Intelligence, Valuation, Agile Methodologies, Microsoft SQL Server, Quality Assurance, Banking, Team Leadership, Team Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, General MBA, Entrepreneurship & Organizational Behavior
State University of New York at Buffalo - School of Management
BS in Business Administration, Management Information System, International Business
PPP Canada April 2014 - Present
PPP Canada & Infrastructure Canada 2013 - Present
PPP Canada September 2010 - April 2014
Bank of New York Mellon January 2008 - May 2009
Bank of New York Mellon June 2006 - December 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Business Strategy, Investments, Due Diligence, Corporate Finance, Capital Markets, Public/private..., Risk Management, Project Finance, Finance, Economics, Infrastructure
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2010
MBA
Harvard Kennedy School of Government 2011 — 2011
Infrastructure in a Market Economy
University of Waterloo 2010 — 2010
Sustainable Development Translated into Financial Value
Boston College 2009 — 2009
Corporate Social Responsibility and Sustainable Enterprise Workshop
Stanford University 2009 — 2009
Business Strategies for Environmental Sustainability
Canadian Securities Institute 2005 — 2005
Canadian Securities Course
Canadian Institute 2012 — 2012
Advanced Public Procurement
TS Capital, LLC January 2014 - Present
BNY Mellon April 2012 - January 2014
Bank of New York Mellon July 2007 - April 2012
State University of New York at Binghamton August 2005 - May 2007
Mittal Steel May 2006 - August 2006
Merrill Lynch June 2002 - January 2005
Skills
Unit Investment Trusts, Procedure Development, Client Relations Skills, Maintaining Strong..., Operational Streamlining, Charles River IMS, Accounting System, Microsoft Excel, Public Speaking, Employee Training, Technology Integration, Change Management, Series 7
Education
Binghamton University 2003 — 2007
BS, Finance
Wellington Management Company, LLP August 2014 - Present
Liberty Mutual March 2009 - July 2014
Brown Brothers Harriman May 2004 - March 2009
State Street July 2002 - May 2004
Bank of New York Mellon October 1999 - March 2002
Diageo May 1998 - September 1998
Skills
Corporate Actions, User Acceptance Testing, Investment Operations, Transaction Services, SWIFT, Project Management, Agile Project Management
Education
Boston College 1995 — 1999
BS, General Management
Fabipops March 2012 - Present
Scarbrough Management Group, LLC September 2009 - Present
New York Life November 2008 - August 2009
TIAA-CREF February 2007 - November 2008
Lord Abbett December 2004 - January 2007
Bank of New York Mellon 2001 - 2004
JP Morgan Chase August 1999 - June 2001
Skills
Strategic Financial..., Accounting, Account Reconciliation, Business Planning, Event Planning, Finance, Financial Analysis, Financial Services, Insurance, Management, Market Research, Marketing, Microsoft Excel, New Business Development, Small Business, Start-ups, Tax, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Undergrate, Accounting/Finance
Density January 2014 - Present
WizzyWig March 2013 - November 2013
Insurance Zebra February 2012 - November 2012
BNY Mellon November 2010 - July 2012
25eight December 2009 - March 2011
Bank of New York Mellon June 2009 - December 2009
The Bank of New York Mellon October 2007 - June 2009
Verizon June 2007 - September 2007
Skills
Python, Java, MySQL, jQuery, C, Django, PHP, SQL, JavaScript, Ruby, C++, Web Applications, Software Development, Git, Algorithms
Education
State University of New York at Binghamton 2005 — 2009
Bachelor of Science, Computer Science
Interactive Data September 2013 - Present
Experian January 2013 - September 2013
BNY Mellon October 2012 - January 2013
Bank of New York Mellon June 2007 - January 2013
NYCEDC March 2007 - May 2007
MetLife December 2005 - February 2007
Estee Lauder October 2003 - August 2005
American Federation Of Musicians and Employer's Pension Fund July 2002 - September 2003
Skills
Insurance, Financial Services, Consumer Products, Employee Relations, Talent Acquisition, Talent Management, Succession Planning, Deferred Compensation, Performance Management, Onboarding, HRIS, Recruiting, Human Resources, Employee Engagement, PeopleSoft, Strategy, Negotiation, Training, Employee Benefits, Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Human Resources
University of Wisconsin-La Crosse 1997 — 2001
BS, Business, Human Resources and minor in PR / Communications
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance July 2012 - July 2014
BNY Mellon June 2011 - June 2012
The Bank of New York Mellon August 2008 - May 2011
The Bank of New York Mellon March 2008 - July 2008
The Bank of New York Mellon December 2007 - February 2008
The Bank of New York Mellon January 2007 - November 2007
Bank of New York Mellon January 2006 - December 2006
Skills
Strategic Consulting, Strategic Partnerships, Product Management, Umbrella Insurance, Competitive Analysis, Commercial Insurance, Analytics, Securities, Financial Services, Mutual Funds, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Banking, Data Analysis, Global Operations, Global Custody, Team Building, Data Modeling, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
Master of Business Administration (M.B.A.)
Boston College 2001 — 2005
BA, Economics
St. John's Prep 1997 — 2001
London School of Economics Students' Union October 2010 - August 2011
Bank of New York Mellon June 2010 - September 2010
Boston College Carroll School of Management June 2008 - December 2009
Ernst & Young June 2009 - August 2009
Praxair Electronics June 2008 - September 2008
Education
London School of Economics and Political Science 2010 — 2011
MSc
Boston College 2006 — 2010
Bachelor of Science
London School of Economics and Political Science 2008 — 2009
General Course
Office of the Comptroller of the Currency January 2012 - Present
National Bank of Egypt, New York April 2010 - December 2011
State Bank of Long Island December 2008 - April 2010
Canadian Imperial Bank of Commerce January 2005 - 2008
Bank of New York Mellon November 2000 - January 2005
Banco do Brasil June 1995 - November 2000
New York State Banking Department 1994 - 1995
Skills
CAMS, CRCM, CPA, MBA Finance, AML, Banking, Policy, BSA
Education
Baruch College, City University of New York (CUNY) 1989 — 1990
MBA, Finance
Delhi University 1975 — 1977
M.Sc, Physics
St. Stephen's College 1972 — 1975
B.Sc (Hons), Physics
Deutsche Bank June 2004 - Present
Bank of New York Mellon September 2002 - June 2004
JPMorgan Chase August 1999 - September 2002
Skills
Securities, Finance, Bonds, Project Finance, Capital Markets, Banking, Corporate Finance, Fixed Income, Equities, Financial Modeling
Education
Binghamton University 1994 — 1997
BA, Political Science
NYC Dept. of Design + Construction August 2011 - Present
Freiberg, Peck & Kang, LLP September 2009 - June 2011
Kressel, Rothlein, Walsh & Roth LLC January 2009 - September 2009
Robert Half Legal February 2009 - July 2009
Brooklyn Family Court - Hon. Judge Jane Pearl September 2007 - November 2007
StreamingEdge June 2007 - August 2007
Red Dog Entertainment September 2006 - December 2006
Cardozo School of Law - Dean David Rudenstine June 2006 - August 2006
Bank of New York Mellon May 2005 - August 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
JD, Family & Matrimonial Law
Wesleyan University 2001 — 2005
BA, Archaeology
Deutsche Bank June 2014 - Present
CIFC Asset Management LLC December 2013 - February 2014
Bank of New York Mellon January 2001 - March 2013
Trans-Lux Corporation September 1999 - January 2001
Skills
Financial Statements, Internal Controls, SEC 10Q and 10K,, Capital Gains, Fund Accounting, Payroll, Tax Preparation, Income and Expense..., Financial Analysis, Payroll Taxes, General Ledger, Data Analysis, Balance Sheet, Cash Management, Journal Entries, Securities Lending, Securities Pricing
Education
Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Accountancy
WellCare August 2012 - Present
Wells Fargo March 2010 - July 2012
Collabera June 2006 - July 2012
Verizon 2006 - 2010
Bank of New York Mellon 2003 - 2006
iNautix Technologies 2003 - 2006
Skills
Web Services, J2EE Application..., Enterprise Architecture, Weblogic, Oracle, WebSphere MQ, Sybase, JBoss Application Server, Performance Tuning, Spring, Hibernate, iBatis, SOA, Java Enterprise Edition, PL/SQL, Unix, Agile Methodologies, Solution Architecture, Requirements Analysis, Software Project..., Software Development, Software Engineering, JSP, Websphere, SDLC, Java, Spring Framework, WebLogic
Education
Bharathiar University 1997 — 2001
Bachelor of Engineering, Computer Science and Engineering
HCA Physician Services Group January 2013 - Present
My Own Channels May 2012 - January 2014
Bank of New York Mellon June 2009 - January 2013
Bank of New York Mellon April 2008 - June 2009
Fujifilm Medical Systems February 2005 - December 2007
Division Radiology June 2003 - February 2005
Evolved Digital Solutions 2000 - 2003
Skills
VMware, Data Center, Disaster Recovery, Servers, Software Development, Virtualization, Infrastructure, Windows Server, IT Service Management, Hardware, ITIL, Business Continuity, Databases, VMware ESX, DICOM, Medical Imaging, Microsoft SQL Server, PACS, .NET, Troubleshooting, Networking, IT Strategy, VMware Infrastructure, Staff Development, HL7, HP Proliant, Operations Management, Change Management, ITIL v3 Foundations..., Enterprise Architecture, IT Management, Staff Management, Staff Supervision, Technical Documentation, System Migration, APIs, API Development, Blade Servers, Staff Training, Staff Mentoring, Staff Retention, Database Development, Windows Server 2008, Windows Server 2003, API, Distributed Team...
Education
Belmont University 2015 — 2019
Master’s Degree, Business Administration and Management, General
Vanderbilt University 1997 — 2000
B.E., Electrical Engineering
Bank of America January 2010 - April 2011
Garden State Community Bank May 2007 - January 2010
PNC Bank May 2006 - May 2007
PCS Associates 2002 - 2006
Deutsche Bank 2001 - 2002
Various Consulting 1997 - 2001
Bank of New York Mellon 1996 - 1997
Shearson Lehman/Morgan Stanley/Smith Barney 1988 - 1995
Skills
Financial Services, Leadership, Financial Modeling, Training, Customer Service, Sales, Credit, Finance, Risk Management, Relationship Management
Education
Baruch College, City University of New York (CUNY)
Bank of New York Mellon March 2011 - Present
Merrill Lynch / Bank of America May 1987 - December 2010
Skills
SQL, Java, Perl, C#, Unix, Software Development, Integration, SDLC, Software Project..., Management, Enterprise Architecture, Business Analysis, CRM, Team Management, Outsourcing, Vendor Management, Business Intelligence
Education
Baruch College, City University of New York (CUNY) 1982 — 1984
BBA, Computer Science
Citi September 2014 - Present
Lloyds Banking Group - North America December 2012 - September 2014
Barclays Wealth June 2009 - December 2012
RBS Greenwich Capital February 2009 - June 2009
Goldman Sachs December 2007 - December 2008
Société Générale Corporate and Investment Banking October 2007 - December 2007
Bank of New York Mellon August 2006 - August 2007
Deutsche Bank March 2006 - August 2006
Skills
AML, KYC, USA PATRIOT Act, Due Diligence, Anti Money Laundering, Sanction, Compliance, FINRA, Securities, Commercial Banking, Wholesale Banking, Wealth Management, EDD, BSA, OFAC, Sanctions, CAMS, Financial Services, Bank Secrecy Act, Brokerage, High Net Worth..., Certified Anti-Money..., Fraud, Corporate Governance, Financial Regulation, RMA, SWIFT Messaging, Third Party Vendors, Quality Assurance, Financial Crimes..., FinCEN, Policy Writing
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Yeshivah of Flatbush 1996 — 2000
BNY Mellon July 2013 - Present
State Street February 2011 - June 2013
Brown Brothers Harriman January 2011 - February 2011
Centage Corporation February 2010 - June 2010
Bank of New York Mellon November 2008 - December 2008
Lexington Insurance (division of AIG) October 2006 - October 2008
Fidelity Family Office Services March 2006 - September 2006
Federal Home Loan Bank of Boston 1999 - 2005
Sapient Corporation 1998 - 1999
Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration
Education
Bentley University
2003- 2007, courses in Financial Planning
Boston University Questrom School of Business
MBA, Conc in Finance
Smith College
BA, Government
Office of the Chief Technology Officer, Government of the District of Columbia October 2011 - Present
Office of the Chief Technology Officer, Government of the District of Columbia October 2007 - September 2011
Bank of New York Mellon January 2000 - June 2006
Glickenhaus & Co. September 1999 - January 2000
Deutsche Bank May 1997 - September 1999
Skills
Program Management, SDLC, Business Process..., Project Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Disaster Recovery, Enterprise Architecture, Governance, IT Management, Strategy, Project Portfolio..., Requirements Analysis, Software Project..., Vendor Management, Process Improvement, PMP, PMO, Management, Integration, ITIL, IT Strategy
Education
Binghamton University 1992 — 1996
Bachelor of Science, Business Administration - Finance Concentration
Fiorello H. LaGuardia High School of Music & Art and Performing Arts, NYC
Art
Bank of New York Mellon January 2005 - Present
BDO LLP June 2000 - December 2004
Salomon Smith Barney, New York, NY April 1999 - June 2000
Skills
Fund Accounting, Fund Administration, Hedge Funds, Equities, Fund Of Funds, Auditing, Financial Reporting, SEC filings, Fixed Income, Accounting, Alternative Investments, Internal Controls, Financial Analysis, US GAAP, Private Equity, Asset Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Accounting, G.P.A.: 3.8; Major G.P.A.: 3.9
Harvard Business School February 2015 - Present
Harvard Business School October 2014 - February 2015
Harvard Business School November 2012 - October 2014
Harvard Business School June 2011 - November 2012
Bank of New York Mellon June 2008 - June 2011
Skills
Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Twitter, Public Relations
Education
Harvard University Graduate School of Education 2014 — 2016
Master of Education (M.Ed.) - Human Development & Psychology
Boston College 2004 — 2008
BA, Human Development, Communication
University College of London 2007 — 2007
Bank of New York Mellon May 2011 - Present
Skills
Financial Services, Portfolio Management, IT Strategy, Trading, Data Warehousing, Trading Systems, Market Data, Equities, Business Process, Oracle, Asset Managment, Business Analysis, Derivatives, Securities, Settlement, Compliance, Electronic Trading, Asset Management, Enterprise Architecture
Education
Bentley University 2000 — 2001
MSCIS
Suffolk University - Sawyer Business School 1995 — 1999
MBA
Suffolk University Law School 1995 — 1999
JD
Randolph-Macon College 1990 — 1994
BA
Williston Northampton 1988 — 1990
National Credit Union Administration November 2010 - Present
Deloitte and Touche, LLP August 2009 - November 2010
Deloitte September 2007 - August 2009
Bank of New York Mellon May 2006 - August 2007
Skills
Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Accounting, Financial Accounting, Internal Audit, Financial Analysis, IFRS, Assurance, External Audit, Account Reconciliation, General Ledger, Finance
Education
Bentley University 2007 — 2008
Master of Science of Accountancy
Bentley University 2003 — 2007
Bachelor of Science, Accounting
The Baupost Group July 2014 - Present
Prepfoleo March 2013 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - December 2011
Bank of New York Mellon May 2010 - August 2010
Skills
Quality Assurance, Testing, Quality Center, Project Management, Software Documentation, Analysis, Software Quality..., Microsoft Office, Test Cases, SQL, Windows, Visio, Requirements Analysis, PowerPoint, SDLC, Microsoft Excel, SharePoint, Microsoft Word, UML, Use Case Diagrams, Use Case Analysis, Product Development, Adobe Fireworks, Fixed Income, Fixed Income Technology, Trading Systems, Equity Trading, Android, iOS, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Business Analysis, Systems Analysis, Software Project..., Scrum, Test Planning, Training, MS Project
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Masters in Human Factors in Information Design
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Business Administration; Management Information Systems
Parametric April 2013 - Present
Bank of New York Mellon December 2010 - May 2012
The Blackstone Group 2012 - 2012
Vanguard News Paper September 2007 - December 2009
Gasp Business Associates September 2007 - May 2008
Skills
Investments, MS Excel Pivot Tables, Accounting, Finance, Analysis, Account Reconciliation, Portfolio Management, Forecasting, Variance Analysis
Education
Bentley University 2006 — 2010
BS, Economics and Finance
Smarty Smart Sticks April 2010 - Present
Bank of New York Mellon May 1991 - December 2009
Dime Savings Bank of New York September 1986 - May 1991
Skills
Financial Services, Equities, Fixed Income, Banking, Securities, Derivatives, Hedge Funds, Portfolio Management
Education
Baruch College
Finance, Economics
JP Morgan Asset Management November 2010 - Present
Bank of New York Mellon June 2010 - August 2010
Payden & Rygel September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
B.A., Finance
Birkbeck, University of London 2009 — 2009
St. John's Preparatory School. Danvers, MA 2003 — 2007
High School
The Taunton Press 2009 - Present
Connolly, Inc. 2005 - 2009
Bank of New York Mellon 2001 - 2005
Skills
Windows Server 2008 /..., Windows 7 / XP, Microsoft SQL Server..., Hyper-V, Active Directory, Microsoft Exchange, Microsoft Office, Terminal Server, WSUS, Symantec Backup Exec, Symantec Endpoint..., VMware ESX, Adobe Acrobat, Adobe After Effects, Adobe PhotoShop, Mac OS X, Final Cut Pro, Apple Remote Desktop, Lotus Notes, Dell PowerEdge Servers, IBM iSeries, HP Proliant, Storage Subsystems, Disk Arrays, iSCSI, Tape Libraries, Dell Workstations, MacBook Pro, Android, iPhone, Blackberry Enterprise..., Windows Phone, HP LaserJet, Lexmark Printers, Fujitsu Scanners, Microsoft SQL Server, XP, Symantec Endpoint..., OS X, Windows 7, Troubleshooting, Backup Exec, Database Administration, Photoshop, Windows Server, Software Documentation, After Effects, SharePoint, Technical Support
Education
State University of New York at Binghamton 1997 — 2001
BA, Cinema
Citigroup January 2013 - Present
Citigroup April 2010 - Present
S.W.I.F.T. February 2009 - April 2010
Bank of New York Mellon 1997 - 2009
The Bank of New York 1997 - 2008
Chase Manhattan Bank 1994 - 1997
Warner Lambert 1992 - 1994
Skills
Securities, Hedge Funds, Capital Markets, Equities, Management, Investments, Fixed Income, CRM, Alternative Investments, Asset Managment, Corporate Actions, Strategy, Financial Services, Mutual Funds, Asset Management, Financial Risk, Middle Office, SWIFT payments, Banking, Portfolio Management, Financial Markets, Investment Banking, Bonds, Bloomberg, Derivatives, Private Equity, FX Options, Risk Management, Back Office, Valuation, Corporate Finance, Leadership, Trading, Trading Systems, Series 7
Education
Long Island University, Brooklyn Campus 1988 — 1990
MBA, Finance & Economics
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Finance
Cardinal Spellman High School
Eagle Investment Systems August 2009 - Present
IBM June 2008 - August 2008
Bank of New York Mellon November 2002 - August 2007
State Street May 2001 - August 2001
Delphi Group May 2000 - March 2001
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA + MS in Information Technology, Information Technology
Boston College 1998 — 2002
BA, Major - Economics / Minor - Computer Science
Wellington Management July 2015 - Present
Broadridge Financial Solutions 2014 - 2014
Bank of New York Mellon December 2012 - July 2013
Foundation for Financial Education July 2011 - December 2011
Sunshine Insurance Group February 2010 - May 2010
Guangdong development bank, Trade financing department May 2009 - December 2009
Industry and Commercial Bank of China Limited September 2008 - April 2009
Skills
Finance, MS Office, SQL, PL/SQL, SAS, Bloomberg, UML, JAVA, Enterprise Architecture
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
master, finance
Dongbei University of Finance and Economics 2005 — 2009
Bachelor of Applied Science (BASc), Economics
Bentley University
Master of Science (M.S.), Information Technology
ProShare Advisors LLC September 2015 - Present
Vanguard February 2015 - September 2015
Vanguard November 2013 - January 2015
Bank of New York Mellon May 2013 - November 2013
Skills
Economics, Investments, Microsoft Office, Financial Analysis, Bloomberg, Asset Allocation, Investment Management, Leadership
Education
Bloomsburg University of Pennsylvania
B.S.B.A and B.A., Finance, Business Economics
Level II Candidate in the CFA Program
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
Bank of New York Mellon September 2008 - Present
KPMG US January 2006 - September 2007
GlobeOp Financial Services February 2004 - December 2005
PFPC Global Fund Services July 2002 - February 2004
J. P. Morgan Chase & Co January 2000 - March 2001
The Bank of New York November 1998 - October 1999
Skills
MS Office, Bloomberg Terminal, Reuters 3000, Lotus, Bloomberg, Valuation, Equities, Financial Modeling, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Capital Markets, Fund Accounting, Financial Analysis, Financial Statement...
Education
Northeastern University 2001 — 2003
Master of Science (M.S.), Finance
Bentley College 1991 — 1997
Bachelor of Science (B.S.), Finance
BNY Mellon June 2010 - Present
Bank of New York Mellon June 2009 - August 2009
Merrill Lynch May 2006 - June 2006
Skills
Portfolio Management, Equities, Bloomberg, Financial Modeling, Wealth Management, Capital Markets
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business
John Hancock Financial Services August 2015 - Present
Pearson August 2010 - August 2015
Quorum Business Solutions January 2008 - June 2010
Bank of New York Mellon August 2006 - September 2007
Skills
Financial Analysis, Financial Reporting, Business Objects, Finance, Account Reconciliation, Accounting, Accruals, SAP, Outlook, Microsoft Excel, Hyperion Enterprise, Financial Statements, Analysis, Excel, Hyperion, Oracle Reports, Oracle Database, Oracle Applications, Oracle Discoverer, Oracle HR, Smartview, Business Partner Support, Business Units, Program Management, Time Management, Variance Analysis, Variance Explanations, Expense Budget..., Operating Expenses
Education
Bentley University 2002 — 2006
Bachelor of Science, Finance
FINRA October 2010 - Present
Axiom July 2006 - October 2010
NYSE Euronext October 2007 - September 2010
Bank of New York Mellon July 2006 - September 2007
Seward & Kissel LLP September 2002 - January 2006
Dewey Ballantine LLP June 2000 - August 2002
O'Melveny & Myers LLP October 1998 - June 2000
Honorable Peter Dorsey, US District Court, Connecticut June 1996 - August 1996
Skills
Compliance, Litigation, Corporate Law, Securities Regulation, Commercial Litigation, Legal Compliance, Regulations, Due Diligence, FINRA, Financial Regulation, Fraud, Securities, Arbitration, Intellectual Property, Legal Writing
Education
New York University School of Law 1995 — 1998
JD
Boston College 1991 — 1995
BA
Holy Cross H.S. 1987 — 1991
BNY Mellon March 2012 - Present
Bank of New York Mellon May 2011 - March 2012
Bank of New York Mellon December 2009 - May 2011
Bank of New York Mellon June 2008 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Fund Accounting, Account Reconciliation, Accounts Receivable, Auditing, Bloomberg, Fixed Income, Investments, Mutual Funds, Valuation, Journal Entries
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporte Finance & Accounting
JPMorgan Chase March 2014 - Present
Bank of New York Mellon June 2012 - March 2014
Levene Gouldin & Thompson, LLC January 2011 - May 2011
Levene Gouldin & Thompson, LLC January 2010 - June 2010
Skills
Legal Research, Microsoft Office, Microsoft Excel, PowerPoint, Legal Writing, Lexis
Education
New York Law School 2011 — 2014
Binghamton University 2008 — 2011
Bachelor of Arts (BA), Psychology, Cum Laude
Department of Treasury - Office of Financial Research February 2014 - Present
Citi June 2012 - February 2014
Prudential Financial June 2011 - August 2011
Bank of New York Mellon June 2010 - August 2010
Israeli Air Force February 2005 - December 2007
Skills
Risk Management, Fixed Income, Portfolio Management, Securities, Financial Markets, Analysis, Valuation, Credit, Data Analysis, Market Research, Bonds, Emerging Markets, Financial Modeling, Investments, Macroeconomics, Leadership, Financial Risk, Bloomberg, Derivatives, Financial Analysis, Capital Markets, Trading, Equities, Strategy, Financial Services, ABS, Economics, Loans, Finance, Research, Bloomberg Terminal, SNL, Capital IQ
Education
Haverford College 2008 — 2012
Bachelor of Arts, Economics, International Studies., 3.55/4.0
CFA Institute
2016 CFA Level 3 Candidate
Bocconi University 2011 — 2011
Economics, Finance, 3.7
Baruch College, City University of New York (CUNY)
Master’s Degree, Finance, General
GMB North America, Inc. March 2012 - Present
GMB North America, Inc. May 2011 - February 2012
GMB North America, Inc. July 2010 - April 2011
Buy-Rite Designs, Inc. November 2005 - January 2009
Scholastic Inc. 1991 - 2004
American Express 2001 - 2002
Bank of New York Mellon 1983 - 1988
Skills
Employee Relations, Coaching, Compensation, Performance Management, Administration, Talent Management, Sourcing, Organizational..., Negotiation, Strategic Planning, Benefits, Business Strategy, Vendor Relations, Mentoring, Payroll, Supervisory Skills, Employee Benefits, Deferred Compensation, Human Resources, Employee Engagement, Recruiting, Talent Acquisition, Benefits Negotiation, Management, Interviews, Applicant Tracking..., Workforce Planning, Temporary Placement, New Hire Orientations, Internet Recruiting, Personnel Management, Benefits Administration, Succession Planning
Education
City University of New York-Baruch College 1985 — 1988
Human Resources Management/Personnel Administration, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
SimCorp July 2015 - Present
SimCorp October 2012 - June 2015
SS&C GlobeOp July 2011 - October 2012
Bank of New York Mellon December 2007 - July 2011
Further Lane asset Management June 2006 - July 2007
Bassetti Law LLC July 2005 - January 2006
Hyton Financial and Accounting January 2005 - July 2005
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Risk Management, Settlement, Funding, Derivatives, Hedge Funds, Financial Modeling, Tax, Capital Markets, Valuation, Investment Banking, Asset Management, Financial Analysis, Trading, Investments, Financial Markets, Financial Services
Education
New York University SCPS 2014 — 2014
Oracle Database Developer Certified Associate, SQL; PL/SQL
New York University 2012 — 2014
Advanced Certficate, Portfolio Management Equity/Real Estate Financial Analysis
State University of New York at New Paltz 2006 — 2007
Master of Business Administration - MBA, Finance
SUNY College at Brockport 2000 — 2004
BS, Business Administration; Finance and
Baruch College, City University of New York (CUNY) 2015 — 2016
Java and Oracle Development, Java and Oracle Development
Akamai Technologies March 2015 - Present
BAE Systems July 2013 - Present
BAE Systems June 2012 - June 2013
BAE Systems June 2011 - May 2012
BAE Systems June 2010 - May 2011
BAE Systems June 2009 - May 2010
Bank of New York Mellon 2008 - 2008
Skills
Earned Value Management, Hyperion, Financial Modeling, Financial Analysis, Financial Management, Hyperion Enterprise, Analysis, Finance, Auditing, Variance Analysis, Forecasting
Education
Boston University 2011 — 2014
MBA, Concentration - Strategy
Bentley University 2005 — 2009
Bachelor of Science, Finance
Thomson Reuters October 2012 - Present
Tradeweb July 2010 - August 2012
Ernst & Young June 2008 - July 2010
Bank of New York Mellon January 2008 - June 2008
i-Deal LLC March 2007 - January 2008
PFPC June 2005 - March 2007
Enteg August 2002 - December 2002
Skills
Microsoft SQL Server, Web Services, ASP.NET, .NET, XML, C#, SDLC, Oracle, JavaScript, SOA, SQL, PL/SQL
Education
Binghamton University 2003 — 2005
MS, Computer Science
Mahatma Gandhi University 1998 — 2002
BTech, Computer Science
Bank of New York Mellon June 2006 - Present
Standish Mellon Asset Management November 2000 - September 2006
Standish Mellon Asset Management October 1994 - August 2005
Mellon Trust - The Boston Company November 1990 - October 1994
Skills
Accounting, Leadership, Fund Accounting, Trading, Portfolio Management, Hedge Funds, Banking, Investments, Bonds, Mutual Funds, Asset Management, Securities, Fixed Income, Bloomberg, Equities, Financial Analysis, Derivatives
Education
Bentley University 1984 — 1989
Bachelors, Accounting
Bentley University 1984 — 1989
Associates, Management
Prudential Financial May 2014 - Present
Federal Reserve Bank of New York April 2010 - Present
Bank of New York Mellon November 2008 - April 2010
American International Group April 2007 - November 2008
Deloitte & Touche August 2004 - April 2007
Skills
Risk Management, Auditing, Risk Analysis, Risk Assessment, Risk Mitigation, Vendor Management, Data Analysis, Market Analysis, Financial Analysis, Business Analysis, Strategic Consulting, Management Consulting, IT Audit, Risk Analytics, Leadership, CISA, Business Continuity, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Capital Markets, Enterprise Risk..., Operational Risk..., Operational Risk, Internal Controls, Governance, SAS70, Information Security..., Information Technology, Business Process..., Valuation, Corporate Governance, Analysis, Sarbanes-Oxley, COSO, IT Risk Management, COBIT, Management, AML, Basel II, Finance
Education
Binghamton University - School of Management 2000 — 2004
BS
Brandywine Global Investment Management July 2015 - Present
Tradeweb January 2011 - June 2015
Bank of New York Mellon May 2009 - January 2011
Goldman Sachs Asset Management September 2008 - May 2009
Lehman Brothers November 2006 - September 2008
Morgan Stanley January 2006 - November 2006
Ness Technologies June 2004 - January 2006
Schering Plough Research Institute August 2002 - June 2004
Schering-Plough Pharmaceuticals 2002 - 2004
Available On Request May 1997 - August 2002
Skills
PMP, Microsoft Technologies, CRM, SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Data Warehousing, Software Project..., Enterprise Architecture, Business Analysis, Solution Architecture, Vendor Management, Oracle, SOA, Databases, ASP.NET, Software Development, .NET, Web Services, C#, Project Management, Database Design, UML, Visio, XML, Testing, Web Applications
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.9
Prompt Technologies 2007 — 2009
Bharathidasan University 1997 — 2000
Master of Computer Applications (M.C.A.), Information Technology
Bharathiar University 1994 — 1997
Bachelor of Science (B.Sc.), Electronics
National Institute of Information Technology (NIIT) 1994 — 1997
Professional Diploma in Information Technology, Computer Programming & Systems Analysis, A
Bank of New York Mellon October 2000 - Present
Education
Bentley University 1996 — 2000
Bank of New York Mellon April 1995 - Present
Skills
Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Global Custody, Leadership, Collaborative Leadership, Fund Accounting
Education
Boston College 1988 — 1992
Northwestern University - Kellogg School of Management
Simmons College - Simmons School of Management
Citigroup April 2006 - Present
Bank of New York Mellon September 2004 - March 2006
Cap Gemini Ernst & Young LLP April 1995 - August 2004
Skills
Program Management, Management Consulting, Process Improvement, Strategy, Project Management, Management, Budgets, Risk Management, IT Strategy, Banking, CRM, Business Analysis, Business Process..., Project Portfolio..., PMO, Financial Services, Leadership, Training, Finance, Vendor Management, Consulting, Business Transformation, Portfolio Management, SDLC, Mergers & Acquisitions, Governance, Executive Management
Education
Binghamton University - School of Management
Bachelor's degree, Finance and Management Information Systems
Wilmington Trust Company December 2014 - Present
New York Institute of Finance January 2014 - Present
The Opportunity Lab March 2013 - June 2013
Bank of New York Mellon October 1995 - September 2012
Merrill Lynch May 1993 - January 1995
National Association of Insurance Commissioners August 1989 - May 1993
Skills
Capital Markets, Bonds, Bloomberg, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Securities, Credit Risk, Fixed Income, Investment Banking, Mutual Funds, Derivatives, Analysis, Investment-grade fixed..., Financial Markets, Series 7, Emerging Markets, Asset Allocation, Trading, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Binghamton University
BA, English Literature
Kauffman Fasttrac New Venture Program 2014 — 2014
General Assembly
BNY Mellon July 2012 - Present
BNY Mellon February 2010 - July 2012
Bank of New York Mellon February 2008 - February 2010
Skills
Corporate Actions, Financial Services, Hedge Funds, Hedge Fund..., Operational Due..., Outsourcing, Investor Relations, Client Focus, Fund Administration, Derivatives, Bloomberg, Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Investments, Risk Management
Education
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Political Science - Focus in Legal Studies
GDA
Bank of New York Mellon July 2007 - Present
Boston Healthcare for the Homeless Program (BHCHP) May 2007 - Present
Mellon Financial April 2005 - July 2007
Mellon Financial October 2002 - April 2005
Fleet Bank July 1999 - September 2002
BankBoston May 1990 - July 1999
Education
Baruch College, City University of New York (CUNY)
M.B.A., Finance
University at Buffalo
B.A., Political Science
PriceWaterhouseCooper July 2006 - Present
Bank of New York Mellon 2004 - 2006
JPMorgan Chase 2001 - 2004
Education
University of Wollongong 1999 — 2000
Binghamton University 1996 — 2000
Independent contractor December 2012 - Present
Bank of New York Mellon October 2008 - March 2012
Annaly Capital Management, Inc September 2006 - June 2008
Morgan Stanley, Inc March 2005 - September 2006
Morgan Stanley Investment Management 2005 - 2006
Internet Securities, Inc 2003 - 2004
Institutional Investor 2002 - 2004
Skills
Bloomberg
Education
Touro College
Masters in Early Childhood from birth to 2, Education/Teaching of Individuals in Early Childhood Special Education Programs
Baruch College, City University of New York (CUNY) 2000 — 2004
iNautix Technologies June 2010 - Present
Bank of New York Mellon May 2001 - June 2010
Macromedia 2000 - 2001
Skills
SDLC, Software Project..., Data Warehousing, SOA, Agile Methodologies, Requirements Analysis
Education
Bharathidasan University 1990 — 1992
St.Joseph's 1990 — 1992
M.Sc, Masters in computer Science
st.xaviers college, Palayamkottai 1987 — 1990
B.Sc.,, Bachelors in Computer Science
CMC Ventures 2003 - Present
Calvin Klein 2003 - Present
GIC Investment 1998 - 2001
Bank of New York Mellon 1997 - 1998
CMC Fine Art 1993 - 1997
Reich & Tang LP 1989 - 1993
U.S. Trust Bank of America 1983 - 1989
Skills
Portfolio Management, Sales, Strategic Planning, Start-ups, Investments, Financial Modeling, Leadership, Social Networking, Marketing Strategy, Business Development, Advertising, Trend Spotting, Fashion, Retail, Strategic Vision, Business Strategy, Financial Analysis, Fine Art, Public Policy Research, Art Consulting, Financial Regulation, Vision Development, Telecom Regulation, Telecommunications, Painting, Mergers & Acquisitions, Financial Advisory, Team Building, Microsoft Excel
Education
The Art Students League of New York 1988 — 1991
Painting
Rutgers, The State University of New Jersey-Newark 1981 — 1983
MBA, Finance
Baylor College of Medicine 1977 — 1978
BSMT, Pre-Med
Rochester Institute of Technology 1974 — 1977
BSMT, Pre-Med
Our Lady of Mercy 1970 — 1974
Regants, High School
Our Lady of Lourdes Grammer School 1962 — 1970
Grammer
Royal College of Art
Painting & Printmaking, Post Graduate
Bank of New York Mellon September 2005 - Present
American International Group November 2000 - September 2005
Skills
Financial Analysis, Finance, Financial Modeling, Equities, Financial Reporting, Financial Services, Risk Management, Financial Planning, Banking, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Fidelity Investments 2010 - Present
Bank of New York Mellon April 2006 - January 2009
Oechsle International Advisors December 1999 - April 2006
Scudder Kemper Investments July 1997 - November 1999
Scudder, Stevens, & Clark February 1996 - June 1997
Scudder, Stevens, & Clark August 1994 - January 1996
State Street Bank November 1992 - July 1994
Skills
Investments, Fixed Income, Equities, Management, Mutual Funds, Securities, Financial Analysis, Accounting, Financial Services, Portfolio Management, Banking, Fund Accounting, Derivatives, Auditing, Business Analysis
Education
Bentley University 1988 — 1992
Central Catholic 1984 — 1988
The Ariel Group August 2015 - Present
The Ariel Group October 2014 - Present
The Ariel Group September 2013 - October 2014
The Ariel Group April 2010 - September 2013
Bank of New York Mellon October 2008 - April 2010
Bank of America 2006 - 2008
U.S. Department of Education 2005 - 2005
Skills
Team-oriented, Meeting Planning, Leadership Development, Workshop Facilitation, Executive Coaching, Solution Focused, Organizational..., Emotional Intelligence, Instructional Design, Public Speaking, Training, Managing Deadlines, Highly Detailed, Flexible to Change, Training Delivery, Management, Presentation Coaching, Organizational Learning, Team Building, Communicate Clearly, Process Improvement, CRM Databases
Education
Boston College Lynch School of Education 2006 — 2008
MEd
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Ponaganset High School
Bank of New York Mellon
Education
Baruch College, City University of New York (CUNY)
American Express August 2012 - Present
American Express October 2010 - August 2012
KPMG September 2007 - October 2010
RSM McGladrey January 2006 - May 2007
McGladrey & Pullen LLP (f/k/a GGK) 2005 - 2007
Bank of New York Mellon 2004 - 2005
Skills
Corporate Tax, Tax, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Bank of New York Mellon
Education
Baruch College, City University of New York (CUNY)
Bank of New York Mellon January 2005 - Present
BDO Seidman, LLP January 2002 - December 2004
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
Bank of New York Mellon April 2007 - Present
JPMorgan Chase December 2002 - April 2007
Education
University of St. Thomas (TX) 2007 — 2009
M.B.A, Accounting & International Business
Baylor University 1998 — 2002
B.A., Business Administration
Bank of New York Mellon
Education
Baruch College, City University of New York (CUNY)
Federal Reserve Bank of Cleveland June 2009 - Present
Bank of New York Mellon July 2007 - June 2009
Citigroup July 2002 - July 2007
Dealogic August 1999 - July 2002
Education
Columbia Engineering 2004 — 2007
MS
Baruch College, City University of New York (CUNY) 2000 — 2001
BBA
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA
Naim Frasheri 1983 — 1991
Bank of New York Mellon 2004 - Present
Alliance Capital Management 2001 - 2004
Societe Generale 1997 - 2000
Credit Lyonnais 1991 - 1996
Education
Baruch College, City University of New York (CUNY)
MS
Baruch College, City University of New York (CUNY)
BBA
Bank of New York Mellon
Education
Baruch College, City University of New York (CUNY)
Nassau Community College August 2010 - Present
Bank of New York Mellon June 2009 - August 2010
Retirement System Group Inc 2004 - 2009
Retiremen System Distributors Inc 2004 - 2009
Retirement System Investors Inc 2004 - 2009
JPMorgan Chase 2001 - 2004
Colson Services Corp. 1991 - 2001
Education
Binghamton University 1980 — 1984
BS, Accounting
CIT April 2013 - Present
Union Bank 2012 - 2013
Bank of New York Mellon October 2005 - October 2011
Skills
Bloomberg, Risk Management, Financial Analysis, Credit Risk, Project Management, Business Analysis, Access
Education
Bentley University 1999 — 2003
BS, Finance, General
Wirtschaftsuniversität Wien 2001 — 2001
HSBC January 2013 - Present
JP Morgan Chase September 2011 - Present
HIP 2007 - 2008
NYSE Euronext/ SIAC 2005 - 2006
Citigroup 2004 - 2005
Guardian Life Insurance 2003 - 2003
Bank of New York Mellon 2001 - 2003
Skills
Compliance Audits, AML, Certified Fraud Examiner, GAAP, Bank Secrecy Act, Internal Controls, Financial Reporting, Financial Accounting, SOX, Auditing, Compliance, Accounting, Investigation, Forensic Accounting, Internal Audit, General Ledger, Fraud Investigations, Financial Analysis, Fraud, Business Continuity, Corporate Finance, Financial Risk, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Linklaters LLP March 2011 - Present
Bank of New York Mellon August 2008 - February 2011
Goldman, Sachs & Co. 2006 - 2008
Clifford Chance US LLP 2000 - 2006
Hoechst AG 1997 - 1999
Skills
AML, Risk Management, Financial Risk, Investment Banking, Securities, Fraud, Banking, OFAC, Corporate Governance, Due Diligence, Risk Assessment, Privacy Law, Derivatives, Operational Risk, KYC, Conflict Analysis
Education
Ruprecht-Karls-Universität Heidelberg 1991 — 1996
Law
Baylor University
B.S., Biology
ExxonMobil July 2014 - Present
SMU Cox School of Business August 2012 - May 2014
BNY Mellon 2008 - October 2012
Bank of New York Mellon July 2008 - January 2010
Morgan Stanley 2006 - 2008
Skills
SQL, SPSS, Access, Data Analysis, Data Warehousing, Database Administration, Databases, Data Mining, Information Security..., Enterprise Risk..., Operations Management, Operational Risk..., Analytics
Education
Boston College 2002 — 2006
Bachelor of Science (BS), Operations Management and Supervision
Lincoln
Southern Methodist University
Bank of New York Mellon Sr Loan SpecialistCountrywide Full Spectrum LendingMay 2003 - October 2007
Education
Binghamton University 1996 — 2000
State Street November 2014 - Present
Bank of New York Mellon June 2013 - February 2015
APG Asset Management US, Inc. April 2009 - October 2012
Capital Advisory Group April 2006 - November 2008
State Street Bank March 2005 - April 2006
McGladrey & Pullen, LLP October 2004 - March 2005
Skills
PAM for Securities, Microsoft Excel, Bloomberg, Concur, Alternative Investments, Pricing, Bond Pricing, Market Pricing, SAS, SAS70, Real Estate, Real Estate Financing, Valuation, Equity Valuation, Investment Valuation, Cash Flow, Cash Flow Forecasting, Cash Management, NAV, Compliance, Legal Compliance, Standards Compliance, Capital Calls, Corporate Actions, SEC filings, DNB, Currency Exchange, Foreign Currency..., Foreign Currency..., FX trading, SMF, Financial Audits, Fund Of Funds, Fund Accounting, Fund Administration, DB2, Business Objects, SQL, Microsoft SQL Server, Cognos ReportNet, Business Analysis, Requirements..., Traceability Matrix, UML Tools, Agile & Waterfall..., Scrum, Sprints, Rational Suite, Visio, User Acceptance Testing
Education
Bentley University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.3
Bunker Hill Community College 1999 — 2001
Associate's degree, Accounting, 3.7
Fidelity Investments September 2014 - Present
Fidelity Investments October 2010 - September 2014
Fidelity Investments October 2007 - October 2010
Bank of New York Mellon 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments / FMRCo. 1999 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 2004
Skills
Business Analysis, Vendor Management, Disaster Recovery, Risk Management, SDLC, ITIL, IT Strategy, Visio, PMP, Software Documentation, Program Management, Process Improvement, Enterprise Architecture, Requirements Gathering, Cross-functional Team..., Project Portfolio..., PMO, Requirements Analysis, Change Management, Project Management, Microsoft SQL Server, IT Management, Integration, Software Project...
Education
Baylor University 1991 — 1995
BBA, Management Information Systems
Baylor University - Hankamer School of Business 1991 — 1995
Bryant University 2000 — 2005
MBA, Finance
Barclays Investment Bank October 2011 - Present
Barclays Wealth and Investment Management September 2008 - October 2011
Lehman Brothers May 2007 - September 2008
Bank of New York Mellon July 2001 - May 2007
Skills
Team Leadership, Reference Data, Java Enterprise Edition, Big Data, SQL, Hadoop, HBase, Hive, Informatica, Microsoft SQL Server, SSIS, Financial Services, Perl, Master Data Management, Software Project...
Education
Birla Institute of Technology and Science 2001 — 2001
Master's Degree, Computer Science
College of Engineering, Guindy 1997 — 2001
Engineer's Degree, Mechanical Engineering
Price Meese Shulman & D'Arminio, PC May 2006 - Present
Stoldt, Horan & Kowal LLC 1991 - 2006
Bank of New York Mellon 1987 - 1988
Time Warner Inc. 1985 - 1987
Skills
Commercial Litigation, Consumer Law, Tort Claims Act, Appeals, Municipal Law, Zoning, Real Estate Transactions, Litigation, Civil Litigation, Land Use, Real Estate, Courts, Torts, Legal Research, Corporate Law
Education
Rutgers University School of Law - Newark 1988 — 1991
JD
Binghamton University
BA, Economics
Mutual of America September 2006 - Present
Bank of New York Mellon August 2003 - September 2006
Bodner, Inc September 2002 - August 2003
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bank of New York Mellon May 2008 - February 2012
Morgan Stanley 1984 - 2008
Skills
Fixed Income, Securities Lending, Middle Office, Equities, Prime Brokerage, Collateral Management, Operational Risk, Operational Risk..., Risk Management, Series 7, Back Office, Hedge Funds, Settlement, Securities, AML, Bloomberg, Bonds, Capital Markets, Corporate Actions, Equity Derivatives, Derivatives, FX Options, Financial Services, Fund Administration, Interest Rate..., Investment Banking, Options, Structured Products, Swaps, Credit Derivatives, Alternative Investments, FINRA, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1980 — 1988
Bank of New York Mellon February 2009 - Present
Citibank March 2005 - January 2009
Merrill Lynch Trust Company April 2003 - March 2005
Merrill Lynch Trust Company January 2001 - March 2003
Merrill Lynch Trust Company June 2000 - January 2001
Merrill Lynch May 1999 - June 2000
Merrill Lynch August 1997 - May 1999
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Sparta High School 1990 — 1993
PwC October 2013 - Present
Deloitte July 2007 - September 2013
Bank of New York Mellon 2006 - 2007
Skills
Auditing, Business Process..., Enterprise Risk..., IT Audit, Internal Audit, Internal Controls, Management Consulting, Risk Management, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Accounting, Business
Bank of New York Mellon
Education
Baruch College, City University of New York (CUNY) 1996 — 1997
Bachelor, Accounting
Federal Reserve Bank of New York September 2000 - Present
New York State Banking Department November 1994 - March 2000
Bank of China 2000 - 2000
Bank of New York Mellon December 1991 - November 1994
Emigrant Savings Bank 1986 - 1991
Skills
Financial Institutions, Financial Regulation, Intercompany..., Consumer, Corporate Governance, Dodd-Frank, AML, Financial Modeling, Loans, Market Risk, Securities, Operational Risk, Structured Finance, Operational Risk..., Enterprise Risk...
Education
Boston University
BA, Economics
City University of New York-Baruch College
MBA
Thermo Fisher Scientific August 2013 - Present
FedEx March 2011 - July 2013
ServiceLink February 2010 - February 2011
Bank of New York Mellon July 2009 - January 2010
TowerCare Technologies March 2008 - February 2009
Bayer MaterialScience 2007 - 2008
US Steel 2005 - 2007
Fifth Third Bank 2004 - 2005
Highmark Blue Cross Blue Shield 2003 - 2004
Straight Line 2003 - 2003
Skills
SQL, Troubleshooting, Java, Web Services, Oracle, SOA, Software Engineering, Requirements Analysis, SDLC, Linux, Spring, Unix, Agile Methodologies, Software Development, Java Enterprise Edition
Education
Bharathiar University 1995 — 1999
BE, Computer Science
IRTT, Bharathiar University 1995 — 1999
Bachelor Of Engineering, Computer Science
Spartan Matriculation Hr Sec School 1993 — 1995
Velammal Matriculation Higher Secondary School 1991 — 1993
Ace Pension Solutions, LLC July 2014 - Present
Rock Enterprises, Ltd. September 1996 - Present
Partners in Resources April 2010 - Present
National Network of Accountants December 2000 - March 2010
Economic Growth Group January 1992 - December 2000
Bank of New York Mellon June 1986 - December 1989
Skills
Fundraising, Social Media Marketing, Management Consulting, Project Management, Marketing Strategy, Change Management, Nonprofits, Strategic Partnerships, Strategic Planning, Public Speaking, Start-ups, Marketing Communications, Social Media, Market Research, Research, Entrepreneurship, Leadership, Strategy, Business Strategy, New Business Development, Management, Negotiation, Business Development, Sales, Strategic Financial..., Financial Planning
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, International Business
State University of New York at Binghamton 1979 — 1984
BA, Political Science and Biological Sciences
Brunel University 1982 — 1983
Government, Politics and European History
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Bank of New York Mellon March 2010 - Present
Morgan Stanley Investment Management April 2001 - 2008
Morgan Stanley Investment Management June 2000 - April 2001
Morgan Stanley Investment Management October 1997 - June 2000
Skills
CRM, Project Management, Product Development, Mutual Funds, Product Management, Fixed Income, Business Development, Business Continuity, Strategy, Investment Management, Financial Services, Portfolio Management, Asset Managment, Leadership, ETFs, Investment Strategies, Equities, Alternative Investments, Asset Management, Institutional..., Investments, Analysis, Management, Client Services, Hedge Funds
Education
Binghamton University - School of Management 1986 — 1990
BS, Marketing
JPMorgan Chase March 2013 - Present
Citco Fund Services January 2006 - March 2013
Bank of New York Mellon March 2004 - January 2006
Skills
Financial Analysis, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Mutual Funds, Private Equity, Accounting, Derivatives, Financial Reporting
Education
LIU Brooklyn 2004 — 2007
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
AIG August 2012 - Present
Rabobank February 2011 - August 2012
Bank of New York Mellon November 2005 - January 2011
AIG September 2002 - November 2005
Skills
Financial Analysis, Banking, Capital Adequacy, Financial Institutions, Financial Reporting, Financial Accounting, Financial Audits, Account Reconciliation, General Ledger, Internal Audit, Private Equity, IFRS, Internal Controls, Auditing, Accounting, Finance, Risk Management, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Accounting
IPsoft June 2011 - Present
Graphnet June 2009 - June 2011
Bank of New York Mellon September 2007 - November 2008
Anti-Defamation League September 1999 - September 2007
Skills
Computer Hardware, Disaster Recovery, Active Directory, IT Service Management, Information Security, Microsoft Exchange, Microsoft Office, Network Administration, Operating Systems, Security, SharePoint, Switches, Time Management, Troubleshooting, VPN, Vendor Management, Windows, Databases, Data Center, Help Desk Support, IT Operations
Education
City University of New York-New York City College of Technology 2007 — 2009
BT Computer Systems, Technology
Borough of Manhattan Community College 2003 — 2005
AAS, Computer Operations
City University of New York-Brooklyn College 1997 — 1998
Shenkman Capital Management June 2014 - Present
BNY Mellon October 2012 - June 2014
Credit Suisse September 2007 - September 2012
Bank of New York Mellon November 2004 - September 2007
NYC Department of Education September 2002 - January 2004
Wachovia Securities June 2001 - June 2002
Bristol-Myers Squibb December 1996 - July 1999
Skills
Fixed Income, Structured Finance, CDO, Financial Modeling, Derivatives, Bloomberg, Securities, Trading, Emerging Markets, Risk Management, Hedge Funds, Capital Markets, Financial Markets, Alternative Investments, Bonds, Investments, Structured Products, Equities, Financial Analysis, Financial Services, Asset Management, Portfolio Management, Investment Banking, Valuation, Financial Structuring, Equity Derivatives, FX Options, Private Equity, Options, Mutual Funds, Due Diligence, Leveraged Finance, Corporate Finance
Education
RSM Erasmus University 2000 — 2001
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
University of Connecticut 1994 — 1997
MS, Organic Chemistry
Binghamton University 1990 — 1994
BS, Organic Chemistry
Thomas Edison HS 1986 — 1990
Systematic Financial Management 2007 - Present
Bank of New York Mellon 2006 - 2007
UBS Investment Bank 2004 - 2006
Gartmore 2001 - 2004
PwC 1999 - 2000
Skills
Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equities, Investments, Bloomberg, Investment Management, Financial Analysis, Asset Management, Fixed Income, Capital Markets, Hedge Funds
Education
Boston College 1995 — 1999
Finance/Economics, Finance, Economics
Boston College
Bachelor's degree, Finance, Economics
Bank of New York Mellon
Education
Baruch College, City University of New York (CUNY)
Finance and Investments
Corley Realty Group April 2008 - Present
Flateau Realty Corp 2005 - 2008
Principle Investor Realty 2003 - 2005
Deutsche Asset Management 2003 - 2005
Credit Suisse Asset Management 2001 - 2003
Bank of New York Mellon 1998 - 2001
Happy Kids ltd 1992 - 1996
Skills
Short Sales, Loss Mitigation, Real Estate, Real Estate Transactions, Commercial Real Estate, Brokerage, Property, First Time Home Buyers, Leases, Investors, Real Estate Development, Residential Homes, Rentals, Condos, Real Estate Economics, Property Management, Investments, Foreclosures, Selling, Investment Properties, Real Property, Real Estate Financing
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Finance & Investments
Borough of Manhattan Community College 1989 — 1993
A.A.S., Banking and Finance
Paul Robeson High School
BNY Mellon July 2009 - Present
Bank of New York Mellon August 2004 - July 2009
MetLife April 1999 - July 2004
Aetna/NYLCare Health Plans 1995 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Project Management, Agile Methodologies, Training, Documentations, CMMI, Scrum, CMM, SDLC, Process Improvement, Risk Management, Program Management, Business Analysis, SharePoint, Change Management, Visio, Software Development, Software Project..., Software Quality..., MS Project, Software Documentation, PMO, PMP, Disaster Recovery, Management, Project Portfolio..., ITIL, Microsoft Project
Education
Pace University 2000 — 2009
DPS, Computing
Baruch College, City University of New York (CUNY) 1996 — 1998
M.S., Business Computer Information Systems
New York University 1993 — 1994
Diploma, Systems Analysis
Saint John's University 1980 — 1984
B.S., Correctional Counseling
Johnson Graduate School of Management at Cornell University August 2014 - Present
Corning Incorporated June 2015 - August 2015
UBS Wealth Management March 2014 - July 2014
UBS Wealth Management June 2011 - March 2014
The Bank of New York Mellon April 2010 - June 2011
Bank of New York Mellon April 2009 - April 2010
John Hancock June 2008 - February 2009
Roche Bros. Supermarkets 2000 - 2009
Skills
Fixed Income, Equities, Microsoft Excel, VBA, Operational Efficiency, Project Management, Six Sigma, Electronic Trading, Bloomberg, FTP, FIX, Financial Analysis, Hedge Funds, Alternative Investments, Mutual Funds, Valuation, Securities, Fund Accounting, Investment Management, Options, Back Office, Business Analysis, Finance, Financial Services, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
BS, Finance, Management&Leadership
Anthelio Healthcare Solutions September 2013 - Present
McKesson Specialty Health March 2012 - August 2013
McKesson Specialty Health 2009 - March 2012
Bank of New York Mellon 2008 - 2008
Bank of New York Mellon 2006 - 2008
JPMorgan Chase 2004 - 2006
Ernst & Young 2002 - 2004
Arthur Andersen 1999 - 2002
Skills
Leadership, Financial Analysis, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Modeling, Auditing, Budgets, Risk Management, Finance, Business Strategy, Mergers & Acquisitions, Business Analysis
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Accounting
Baylor University - Hankamer School of Business 1995 — 1999
Master, Taxation
Maimonides Medical Center October 2011 - Present
Intellect Resources January 2011 - November 2011
Isabella Geriatric Center June 2009 - September 2010
Bank of New York Mellon September 2004 - January 2009
BANK OF TOKYO MITSUBISHI January 2001 - January 2004
Bank of Tokyo-Mitsubishi 2001 - 2004
bank of tokyo mitsubishi 2001 - 2004
Frustrum Inc January 1993 - January 2001
Frustum Inc 1993 - 2001
Hogan Assessment Systems 1987 - 1993
Skills
Working with computer...
Education
Binghamton University
History, Women's Studies, Art
New York University
BS, Nursing Science
New York University School of Continuing Education
Nursing
Uniondale High School
high school
Bank of New York Mellon April 2006 - Present
JPMorgan Chase April 2001 - April 2006
Colson Service Corp October 1993 - April 2001
Skills
7(A) loans, Secondary Market, Account Reconciliation, Risk Management, Operations Processes, Project Management, Time Management, SBA, Loan Servicing, Government Loans, Small Business Lending, Microsoft Office, Loans Administration, User Acceptance Testing, Operations Management, Finance, Leadership, Accounting, Banking, Loans, Relationship Management, Retail Banking
Education
Baruch College
Savings Institute Bank & Trust Company June 2014 - Present
Savings Institute Bank & Trust Company July 2012 - Present
Bank of New York Mellon June 2010 - June 2012
Skills
Microsoft Excel, Financial Analysis, Customer Service, Marketing Strategy, Finance, Sales, Outlook, Series 7, Series 66, Life & Health Insurance...
Education
Bentley University 2004 — 2008
Bachelors, Economics Finance
Sewell Automotive Companies January 2013 - Present
John W. Belk & Associates, LLC October 2012 - Present
EVB - Eastern Virginia Bankshares April 2009 - October 2012
Bank of New York Mellon January 2007 - February 2009
Skills
Budgets, Customer Service, Microsoft Office, Banking, Loans, Corporate Trust, Credit Analysis, Microsoft Excel, Organization, Word Processing, Lotus Notes, Citrix, Sametime, Real Estate Transactions, Financial Reporting, Sales, Time Management, Team Building, Finance, Project Planning, Strategic Planning
Education
Baylor University 2002 — 2006
Bachelor of Education, Community Health
Klein Oak High School 1998 — 2002
High School Diploma
Balyasny Asset Management L.P. August 2013 - Present
UBP Asset Management March 2012 - June 2013
Citco Fund Services 2005 - 2012
Bank of New York Mellon 1999 - 2005
Skills
Fund Accounting, Mutual Funds, Accounting, Bloomberg, Banking, Reconciliations, Fund Administration, Client Service, Financial Analysis, Hedge Funds, Hedge Accounting, PHP, Private Equity, Fund Of Funds, Financial Services, Finance, Equities, Alternative Investments, Derivatives, Securities, Asset Management, Back Office, Swaps, Equity Derivatives, Bloomberg Terminal
Education
MBA- Long Island University 2005 — 2007
M.B.A., FINANCE
City University of New York-Baruch College 1995 — 1998
B.B.A., ACCOUNTING
US Trust April 2004 - Present
Bank of New York Mellon July 1995 - April 2004
Education
St. John's University School of Law 1980 — 1983
JD, Law
Boston College 1976 — 1980
BS, Accounting
Bank of New York Mellon March 1995 - Present
Citicorp Overseas Software Ltd September 1990 - March 1995
Skills
Management, Business Analysis, SDLC, Enterprise Software, AML, Financial Services, Enterprise Architecture, Risk Management, Requirements Analysis, Equities, Leadership, Sanctions Screening, Compliance Technology, Planning & Execution
Education
Bharati Vidyapeeth 1986 — 1990
B.E, Computer Science
D G Ruparel college 1984 — 1986
V.C. Gurukul High School 1974 — 1984
Bank of New York Mellon October 2005 - Present
BNY Mellon 2005 - Present
Bryan Cave 2002 - 2005
Emmet, Marvin & Martin, LLP September 1998 - February 2002
Skills
Securities, Capital Markets, Hedge Funds, Structured Finance, Securitization, Financial Services, Fixed Income, Derivatives, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence
Education
NYU School of Law 1995 — 1998
Doctor of Law (JD), Law
City University of New York-Baruch College 1991 — 1995
BS, Accounting and Finance
PepsiCo October 2013 - Present
PepsiCo March 2012 - October 2013
American Stock Transfer & Trust Co LLC August 2008 - March 2012
AST Equity Plan Solutions February 2007 - September 2008
Bank of New York Mellon January 2002 - January 2007
Bank of New York Mellon October 2000 - February 2002
Skills
Financial Services, Vendor Management, Business Analysis, Process Improvement, Financial Analysis, Project Management, Business Process..., Equities, Program Management, PMP, Securities, Data Analysis, Analysis, Financial Reporting, Management, Banking, CRM, Human Resources, Risk Management, Relationship Management, Leadership
Education
Seton Hall University 2001 — 2005
Business Management
Bergen Community College 2000 — 2001
Business
Deutsche Bank September 1998 - Present
Deutsche Bank 1998 - 2009
marine midland 1995 - 1998
systematics 1991 - 1996
federal home loan bank of new york 1990 - 1993
bank of new york 1980 - 1990
Bank of New York Mellon 1980 - 1990
Skills
Payment Processing, Operations Management, Process Improvement, Transaction Processing, Payments, Payment Card Processing, Check 21, Item Processing, Lockbox, Risk Management, Vendor Management, Back Office, Banking, Payment Systems, AML, Financial Services, SWIFT payments, SWIFT Payments, Business Analysis, Financial Risk, Anti Money Laundering, Relationship Management, Management, Treasury Management
Education
Baruch College, City University of New York (CUNY) 1973 — 1977
bba, Computer Methodology
Cape Cod May 2008 - July 2013
Bank of New York Mellon April 2000 - May 2008
Department of Medical Assistance/State of Massachusetts September 1997 - February 2000
Putnam Investments May 1996 - August 1997
Skills
DB2, COBOL, Requirements Analysis, Testing, Analysis, Fixed Income, Requirements Gathering, Mainframe, CICS, Quality Assurance, Leadership, MVS, SQL, Business Requirements, Systems Analysis, SDLC
Education
Boston College 1977 — 1981
BS, Computer Science and Business
VNSNY AVPMerrill Lynch2008 - 2009
Bank of New York Mellon 2007 - 2008
Education
Binghamton University 1996 — 2001
MBA, Management
Bank of New York Mellon January 2008 - Present
UBS October 2007 - December 2007
Industrial and Commercial Bank of China August 2005 - August 2006
Skills
Fund Accounting, Fund Administration, Corporate Actions, Bloomberg, Fund Of Funds, Transfer Agency, Global Custody, Hedge Funds, NAV, Fund Services, Mutual Funds, Bloomberg Terminal, Fixed Income, Financial Analysis, Hedge Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MS, Accounting
University of Leeds 2003 — 2004
Master of Arts (M.A.), Accounting and Finance
Southwestern University of Finance and Economics 1999 — 2003
Bachelor's degree, Financial management
State Street June 2014 - Present
STP Investment Services May 2010 - May 2014
Bank of New York Mellon October 2006 - April 2010
Skills
Fixed Income, Portfolio Management, Investments, Asset Management, Financial Services, Asset Allocation, Bloomberg, Mutual Funds, Derivatives, Equities
Education
West Chester University of Pennsylvania 2007 — 2009
Masters, Finance and Economics
Bentley University 2002 — 2006
Bachelors, Finance and Accounting
International Value Advisers May 2011 - Present
AllianceBernstein January 2007 - May 2011
Bank of New York Mellon May 2005 - August 2006
Skills
Fund Administration, Financial Analysis, Mutual Funds, Equities, Fixed Income, Bloomberg, Hedge Funds, Fund Accounting, Finance
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
BNY Mellon June 1998 - Present
Bank of New York Mellon 1998 - Present
Skills
Securities, Financial Services, Corporate Trust, Project Management, Banking, Hedge Funds, Capital Markets, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Maryland Baltimore County 1983 — 1985
Bachelor’s Degree, Economics
BNY Mellon April 2014 - Present
Bank of New York Mellon April 2008 - July 2014
BNY Mellon July 1999 - April 2008
Skills
Equities, Customer Service, Fixed Income, Microsoft Word, Microsoft Excel, Business Analysis, PowerPoint, Accounting, Banking, Bloomberg, Finance, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Investments, Securities, Mutual Funds, Bonds, Data Analysis, Outlook, Microsoft Office, Valuation, Bloomberg Terminal
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance and Investment
NAZARETH HIGH SCHOOL 1979 — 1983
Academic Diploma, Liberal Arts and Sciences, General Studies and Humanities
Burberry April 2012 - Present
New York City Economic Development Corporation January 2012 - March 2012
Avon Products Inc. November 2007 - July 2011
AllianceBernstein September 2006 - August 2007
Bank of New York Mellon September 2000 - September 2006
Skills
PeopleSoft, Microsoft Office, Data Entry, Invoicing, Talent Acquisition, Taleo, Event Planning, Expense Management, Full-cycle Recruiting, Recruiting, Deferred Compensation, Employee Benefits, Onboarding, Event Management, HR Policies, Human Resources, Leadership, Personnel Management, SDLC, Administrative..., Management, Hiring, Interviews
Education
Berkeley College 2001 — 2003
A.A.S, Legal Studies
Bank of New York Mellon June 2010 - August 2010
Bankrate Inc June 2009 - August 2009
Bob's Stores November 2007 - September 2008
Education
Bentley University 2007 — 2011
Bachelor of science, economics, finance
Bentley University
Bachelor of Science; Bachelor of Science degree, Economics-Finance; Sociology
Bank of New York Mellon June 2007 - Present
Argent Mortgage Company LLC October 2004 - May 2007
Education
Binghamton University 2000 — 2004
Bachelors of Arts, Economics
B. Champagne, MD LLC February 2011 - Present
Bank of New York Mellon January 2007 - January 2011
Skills
Mutual Funds, Account Reconciliation, Fund Accounting, Budgets, Bloomberg, Strategic Planning, Outlook, Fixed Income
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance and Financial Management Services
Tradeweb November 2010 - Present
Bank of New York Mellon June 2007 - April 2010
Michael Jordan’s The Steakhouse NYC March 2004 - June 2007
America First Associates, Corp April 2001 - July 2002
Skills
Bloomberg, Fixed Income, Bonds, Trading, Business Analysis, Financial Markets, Investments, Mutual Funds, Finance, Microsoft Excel, Series 7, Series 63, Series 99, Financial Services
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance and Investments
Bank of New York Mellon Financial Reporting - ManagerThe Bank of New York MellonNovember 1999 - Present
chase 2000 - 2001
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Securities, Fund Administration, Fixed Income, Bloomberg, Fund Of Funds, Financial Reporting, Equities, Financial Services, Alternative Investments, Derivatives
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting
American Realty Capital August 2015 - Present
MFA Financial May 2012 - August 2015
Bank of New York Mellon May 2008 - May 2012
Skills
Bloomberg, Fund Accounting, Fixed Income, Financial Reporting, Bloomberg Terminal, Mutual Funds, Equities, Finance, Accounting, Fund Of Funds, Account Reconciliation, Hedge Funds, Financial Accounting
Education
Baruch College 2013 — 2016
Master of Business Administration (MBA), Finance & International Business
Pace University 2005 — 2008
BS, Finance
Bank of New York Mellon 2004 - 2010
Mellon Investor Services 2002 - 2004
STAPLES NATIONAL ADVANTAGE January 2000 - January 2002
SHOPRITE INSERRA SUPERMARKETS INC January 1997 - January 2000
Education
Bergen Community College
Liberal Arts
Cliffside Park High School
Credit Suisse 2015 - Present
Bank of New York Mellon April 2011 - July 2015
Mizuho Corporate Bank December 2005 - April 2011
Skills
Risk Management, Credit, Portfolio Management, Banking, Fixed Income, Credit Risk
Education
Penn State University 2000 — 2003
Bachelor's degree, Computer Science, Econimics, Mathematics
City University of New York-Baruch College
Master's degree, Financial Engineering
Hamburg Sud North America September 2010 - Present
Bank of New York Mellon June 2006 - January 2010
Education
Bentley University 2006 — 2010
BS, Accounting
Alfred Sanzari Enterprises August 2014 - September 2014
A&P Headquarters January 2012 - January 2014
Bank of New York Mellon July 2000 - March 2009
Skills
Equities, Outlook, Microsoft Excel, Access, Banking, Business Analysis, Data Entry, Financial Analysis, Leadership, Microsoft Word, Securities, Data Analysis, Finance, Insurance, Management, Account Reconciliation, Spreadsheets
Education
Bergen Community College
Associate's degree, Administrative Assistant and Secretarial Science, General, 3.4
Bank of New York Mellon 2006 - Present
The Bank of New York February 1984 - Present
Skills
Loans, Accounting, Financial Risk, Financial Reporting, Banking, Financial Analysis, Financial Modeling, Financial Services, Securities, Capital Markets, Structured Finance, Asset Management, Bonds, Derivatives, Bloomberg, Portfolio Management, Securitization, Risk Management, Due Diligence, Corporate Trust, ABS, Account Reconciliation, Credit Analysis, Credit Risk, Credit
Education
Bergen Community College 1995 — 1997
AAS, Accounting
BNY Mellon 2014 - Present
BNY Mellon June 2012 - November 2014
Bank of New York Mellon October 2009 - June 2012
Bank of New York Mellon June 2006 - October 2009
The Reserve 2005 - 2006
The Reserve 2005 - 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Financial Reporting, Equities, Investments, Fund Administration, Lotus Notes, Microsoft Excel, Bloomberg Terminal, Corporate Actions, Account Reconciliation, Swaps, Microsoft Office, NAV, Management Accounting, Accounting Applications, Fixed Income, Fund Of Funds, Securities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accountancy
ESPN June 2015 - Present
ESPN March 2014 - May 2015
PwC August 2011 - March 2014
Marks Paneth & Shron LLP September 2010 - May 2011
Bank of New York Mellon May 2008 - August 2008
Skills
QuickBooks, Financial Statements, Tax, SEC filings, General Ledger, Financial Statement..., Account Reconciliation, Microsoft Office, Corporate Tax, Valuation, Budgets, Income Tax, Forecasting, Tax Returns, Analysis
Education
Fairfield University 2010 — 2011
M.S., Accounting
Bentley University 2005 — 2009
B.S., Accounting
Lorenzo de' Medici, Florence, Italy
Catholic Health Initiatives August 2012 - Present
Catholic Health Initiatives November 2010 - August 2012
Catholic Health Initiatives May 2009 - November 2010
Bank of New York Mellon August 2007 - January 2009
Gordon Trucking November 2006 - August 2007
Education
Bellevue University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.)
Pierce College 2001 — 2003
Associate of Science (AS)
Skagit Valley College 1994 — 1995
Certificate in Business Administration
PSEG Regional Facilities ManagerTIAA-CREFMarch 2012 - December 2014
Hoffmann-La Roche Inc. September 2007 - September 2011
SL Green 2004 - 2007
Bank of New York Mellon 1999 - 2004
Met Life 1984 - 1999
Skills
Operations Management, Budgets, Contract Negotiation, Contract Management, Quality Assurance, Management, Facilities Management, Project Management, Vendor Management, Process Improvement, Project Planning, Team Building, Customer Service, Asset Management, Strategic Planning, New Business Development, Supervisory Skills, Corporate Real Estate, Outlook, Pharmaceutical Industry, Negotiation
Education
Baruch College, City University of New York (CUNY)
BS
JPMorgan Chase March 2014 - Present
EquiLend September 2013 - January 2014
Protiviti June 2012 - August 2012
Financial Industry Regulatory Authority May 2011 - August 2011
Bank of New York Mellon May 2010 - August 2010
Office of the Comptroller of the Currency June 2008 - August 2008
Skills
Risk Management, Management, Compliance, Analysis, Visio, Project Management, Leadership, Auditing, Internal Controls, Microsoft Office 2007, Microsoft Excel, FINRA, KYC, Bank Secrecy Act, USA PATRIOT Act, Internal Audit, Microsoft Office, Anti Money Laundering
Education
Binghamton University 2010 — 2013
B.A. Psychology
Blenheim Capital Management, LLC January 2012 - Present
OppenheimerFunds January 2005 - December 2011
Bank of New York Mellon January 2002 - January 2005
Net2Phone January 2001 - January 2002
Net2Phone January 2000 - January 2001
Skills
Windows, Microsoft SQL Server, Disaster Recovery, Bloomberg, Trading Systems, Active Directory, BMC Remedy, Blackberry Enterprise..., Business Analysis, VPN, VMware, System Deployment, DNS, Blackberry, Asset Managment, Risk Management, Trading, Technical Support, Equities, Help Desk Support, Investment Management, Fixed Income, Asset Management
Education
Borough of Manhattan Community College 2009 — 2015
Bachelors of Science, Computer Science
The Chubb Institute 1999 — 2000
Degree in Networking
Bank of New York Mellon December 2009 - Present
Skills
Financial Analysis, Microsoft Excel, Finance, Accounting, Alternative Investments, Priority Management, Skilled Multi-tasker, Financial Audits
Education
Bentley University 2002 — 2006
Bachelor of Science, Finance
UNSW Australia
Study Abroad, Accounting and Finance
Bank of New York Mellon May 2005 - Present
RCM Tax Consultants September 2004 - December 2004
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Accountancy