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
Employee
Years
Job
Industry
Steve Dickstein Steve Dickstein's Bank of New York Mellon Experience September 2005 - January 2008
Job Solutions Architect at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
Tristan Anthony King, MBA Tristan Anthony King, MBA's Bank of New York Mellon Experience June 2006 - August 2007
Job Analyst, Media Technology at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US November 2013 - Present
plyfe (plyfe.me) September 2012 - November 2013
Nestlé Nespresso S.A. January 2008 - November 2013
St. John's University September 2011 - December 2011
Bank of New York Mellon June 2006 - August 2007
Skills
Marketing, CRM, Management, Social Media, Customer Service, Marketing Research, Marketing Strategy, Digital Marketing, Microsoft Office, Market Research, Competitive Analysis, Advertising, Google Analytics, Analytics, Adobe Creative Suite, Windows, Editing, Marketing Management, Social Networking, Social Media Marketing, Facebook, Photoshop, HTML, Digital Media, Advertising Operations, Media Technology, DoubleClick
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Marketing Management
Boston University 2003 — 2007
BA, Japanese Language & Literature
DigitasLBi_US November 2013 - Present
plyfe (plyfe.me) September 2012 - November 2013
Nestlé Nespresso S.A. January 2008 - November 2013
St. John's University September 2011 - December 2011
Bank of New York Mellon June 2006 - August 2007
Skills
Marketing, CRM, Management, Social Media, Customer Service, Marketing Research, Marketing Strategy, Digital Marketing, Microsoft Office, Market Research, Competitive Analysis, Advertising, Google Analytics, Analytics, Adobe Creative Suite, Windows, Editing, Marketing Management, Social Networking, Social Media Marketing, Facebook, Photoshop, HTML, Digital Media, Advertising Operations, Media Technology, DoubleClick
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Marketing Management
Boston University 2003 — 2007
BA, Japanese Language & Literature
Jan Schaefer Jan Schaefer's Bank of New York Mellon Experience February 1992 - July 2004
Job Managing Director, Encore Financial Advisors
Industry Investment Management
Experience
JP Morgan November 2006 - July 2013
Bank of New York Mellon February 1992 - July 2004
Wells Fargo September 1975 - September 1981
Skills
New Business Development, Private Banking, Hedge Funds, Wealth Management, Equities, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Finance, Mergers & Acquisitions, Securities, Banking, Asset Management, Wealth, Capital Markets, Series 7, Fixed Income, Investment Management, Wealth Management..., Financial Services, Mutual Funds, Asset Allocation, Private Equity, Investment Banking, High Net Worth..., Series 63, Financial Structuring, Financial Advisory, Relationship Management, Investment Advisory, Credit, Funding, Bloomberg, Investment Strategies, Derivatives, Emerging Markets, Valuation, Retirement Planning, Loans, Investor Relations, Estate Planning
Education
University of California, Los Angeles 1982 — 1984
California State University-Los Angeles 1973 — 1976
Bachelor's Degree
Seattle Pacific University 1972 — 1973
Freshman Year
Organizations
JP Morgan November 2006 - July 2013
Bank of New York Mellon February 1992 - July 2004
Wells Fargo September 1975 - September 1981
Skills
New Business Development, Private Banking, Hedge Funds, Wealth Management, Equities, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Finance, Mergers & Acquisitions, Securities, Banking, Asset Management, Wealth, Capital Markets, Series 7, Fixed Income, Investment Management, Wealth Management..., Financial Services, Mutual Funds, Asset Allocation, Private Equity, Investment Banking, High Net Worth..., Series 63, Financial Structuring, Financial Advisory, Relationship Management, Investment Advisory, Credit, Funding, Bloomberg, Investment Strategies, Derivatives, Emerging Markets, Valuation, Retirement Planning, Loans, Investor Relations, Estate Planning
Education
University of California, Los Angeles 1982 — 1984
California State University-Los Angeles 1973 — 1976
Bachelor's Degree
Seattle Pacific University 1972 — 1973
Freshman Year
Organizations
Sophia Song, PHR's Bank of New York Mellon Experience May 2010 - August 2010
Job Corporate Systems Business Process Lead
Industry Financial Services
Experience
Aon July 2015 - Present
Aon April 2015 - June 2015
Aon July 2011 - March 2015
Aperian Global January 2011 - May 2011
Allegra Strategies October 2010 - December 2010
Bank of New York Mellon May 2010 - August 2010
Boston University May 2009 - August 2009
Skills
Workday, Microsoft Office, Human Resources, Research
Education
Boston University - School of Management 2007 — 2011
Business Administration and Management
Brooklyn Technical HS
Aon July 2015 - Present
Aon April 2015 - June 2015
Aon July 2011 - March 2015
Aperian Global January 2011 - May 2011
Allegra Strategies October 2010 - December 2010
Bank of New York Mellon May 2010 - August 2010
Boston University May 2009 - August 2009
Skills
Workday, Microsoft Office, Human Resources, Research
Education
Boston University - School of Management 2007 — 2011
Business Administration and Management
Brooklyn Technical HS
Margie Betten Margie Betten's Bank of New York Mellon Experience April 2006 - May 2007
Job Midwest Trust Practice Lead at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank December 2014 - Present
Citi 2007 - November 2014
Bank of New York Mellon April 2006 - May 2007
Credit Suisse 2004 - 2006
Skills
Estate Planning, Private Banking, Wealth Management, Wealth Management..., Alternative Investments, Asset Allocation, Asset Managment, High Net Worth..., Investment Management, Investments, Securities, Series 7, Strategic Financial..., Trust Services, Wealth, Asset Management
Education
Brooklyn Law School 2001 — 2004
J.D.
Georgetown University 1995 — 1999
B.S., Foreign Service
Palm Beach Day School
J.P. Morgan Private Bank December 2014 - Present
Citi 2007 - November 2014
Bank of New York Mellon April 2006 - May 2007
Credit Suisse 2004 - 2006
Skills
Estate Planning, Private Banking, Wealth Management, Wealth Management..., Alternative Investments, Asset Allocation, Asset Managment, High Net Worth..., Investment Management, Investments, Securities, Series 7, Strategic Financial..., Trust Services, Wealth, Asset Management
Education
Brooklyn Law School 2001 — 2004
J.D.
Georgetown University 1995 — 1999
B.S., Foreign Service
Palm Beach Day School
John Aiello John Aiello's Bank of New York Mellon Experience January 2008 - December 2011
Job North American Procurement Manager at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group July 2012 - Present
Bank of New York Mellon January 2008 - December 2011
State Street 2003 - 2008
State Street January 2002 - January 2003
State Street January 2001 - January 2002
State Street January 2000 - January 2001
State Street January 1994 - January 2000
Skills
Strategic Sourcing, Project Management, Process Analysis, Vendor Management, Financial Analysis, Process Improvement, Financial Modeling, Financial Services, Change Management, Finance, Outsourcing, Financial Reporting, Forecasting, Sourcing, Negotiation, Management, Management Consulting, Cross-functional Team..., Leadership, Program Management, Business Planning, Procurement, Analysis, Budgets, Business Strategy
Education
Bryant University 1983 — 1987
MBA, Finance
Bryant University 1979 — 1983
BS in Business Administration, Accounting
The Boston Consulting Group July 2012 - Present
Bank of New York Mellon January 2008 - December 2011
State Street 2003 - 2008
State Street January 2002 - January 2003
State Street January 2001 - January 2002
State Street January 2000 - January 2001
State Street January 1994 - January 2000
Skills
Strategic Sourcing, Project Management, Process Analysis, Vendor Management, Financial Analysis, Process Improvement, Financial Modeling, Financial Services, Change Management, Finance, Outsourcing, Financial Reporting, Forecasting, Sourcing, Negotiation, Management, Management Consulting, Cross-functional Team..., Leadership, Program Management, Business Planning, Procurement, Analysis, Budgets, Business Strategy
Education
Bryant University 1983 — 1987
MBA, Finance
Bryant University 1979 — 1983
BS in Business Administration, Accounting
Tara Hays Tara Hays's Bank of New York Mellon Experience February 1991 - February 1998
Job Account Executive at Visa
Industry Financial Services
Experience
Visa October 2011 - Present
Language Line Services May 2010 - October 2011
Daston Corporation March 2006 - May 2010
US Bank September 2003 - March 2006
Citibank February 1998 - September 2003
Bank of New York Mellon February 1991 - February 1998
Skills
New Business Development, Management, Payments, Program Management, Selling, Business Development, Strategy, Leadership, Relationship Management, Strategic Planning, Credit Cards, Outsourcing, Project Management, Sales, Product Management, Marketing Strategy, Debit Cards, Customer Service, Account Management, Accounting, Networking, Vendor Management, Government, Banking, CRM, Electronic Payments, Strategic Partnerships
Education
Carlow University 1993 — 1997
Saint Joseph College 1988 — 1990
Business Management
Visa October 2011 - Present
Language Line Services May 2010 - October 2011
Daston Corporation March 2006 - May 2010
US Bank September 2003 - March 2006
Citibank February 1998 - September 2003
Bank of New York Mellon February 1991 - February 1998
Skills
New Business Development, Management, Payments, Program Management, Selling, Business Development, Strategy, Leadership, Relationship Management, Strategic Planning, Credit Cards, Outsourcing, Project Management, Sales, Product Management, Marketing Strategy, Debit Cards, Customer Service, Account Management, Accounting, Networking, Vendor Management, Government, Banking, CRM, Electronic Payments, Strategic Partnerships
Education
Carlow University 1993 — 1997
Saint Joseph College 1988 — 1990
Business Management
Andrew Halahan Andrew Halahan's Bank of New York Mellon Experience 2007 - July 2012
Job Technology Consultant, VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
Bank of New York Mellon 2007 - July 2012
Mellon Financial 1999 - 2007
Union Switch & Signal 1996 - 1999
United States Marine Corps November 1992 - November 1996
Skills
VMware, Citrix, Servers, HP, Windows, Veritas Cluster Server, Microsoft Cluster, HP Blade, Disaster Recovery, Virtualization, Active Directory, Windows Server, Data Center, Storage Area Networks, Cluster, SAN, Microsoft Exchange, VMware ESX, ITIL, Infrastructure, IT Management, Enterprise Architecture, Security, VMware Infrastructure, IT Strategy, Solaris, VPN, IT Service Management, Visio, Information Security, NetApp, Vendor Management, High Availability, IIS, IT Operations, Integration, System Deployment, VDI, Cisco Technologies, SharePoint, NAS, Cloud Computing, Network Security, Network Architecture, Firewalls, Server Architecture, DNS, Unix, Business Continuity, Storage
Education
Carnegie Mellon University 1991 — 1992
University of Pittsburgh 1991 — 1992
BNY Mellon July 2012 - Present
Bank of New York Mellon 2007 - July 2012
Mellon Financial 1999 - 2007
Union Switch & Signal 1996 - 1999
United States Marine Corps November 1992 - November 1996
Skills
VMware, Citrix, Servers, HP, Windows, Veritas Cluster Server, Microsoft Cluster, HP Blade, Disaster Recovery, Virtualization, Active Directory, Windows Server, Data Center, Storage Area Networks, Cluster, SAN, Microsoft Exchange, VMware ESX, ITIL, Infrastructure, IT Management, Enterprise Architecture, Security, VMware Infrastructure, IT Strategy, Solaris, VPN, IT Service Management, Visio, Information Security, NetApp, Vendor Management, High Availability, IIS, IT Operations, Integration, System Deployment, VDI, Cisco Technologies, SharePoint, NAS, Cloud Computing, Network Security, Network Architecture, Firewalls, Server Architecture, DNS, Unix, Business Continuity, Storage
Education
Carnegie Mellon University 1991 — 1992
University of Pittsburgh 1991 — 1992
Julie Leszcynski Julie Leszcynski's Bank of New York Mellon Experience September 2008 - January 2011
Job Senior Financial Analyst at Shawmut Design and Construction
Industry Financial Services
Experience
Shawmut Design and Construction August 2015 - Present
Calvin Klein Jeans February 2014 - July 2015
Jones Apparel Group January 2011 - February 2014
Bank of New York Mellon September 2008 - January 2011
Centrix Bank June 2007 - August 2008
Education
Bryant University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Shawmut Design and Construction August 2015 - Present
Calvin Klein Jeans February 2014 - July 2015
Jones Apparel Group January 2011 - February 2014
Bank of New York Mellon September 2008 - January 2011
Centrix Bank June 2007 - August 2008
Education
Bryant University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Ashley St Julien Ashley St Julien's Bank of New York Mellon Experience November 2010 - February 2012
Job Owner at Healthy Living Home Care
Industry Financial Services
Experience
Awakening Excellence Adult Day Health Center May 2014 - Present
Healthy Living Home Care February 2014 - Present
Keller Williams Realty, Inc. February 2008 - Present
Cambridge Savings Bank February 2012 - February 2014
Bank of New York Mellon November 2010 - February 2012
Skills
Residential Homes, Real Estate, Investment Properties, Condos, Financial Analysis, Sales, Portfolio Management, Real Estate Transactions, Loans, Commercial Real Estate, Residential Mortgages
Education
Cambridge College 2010 — 2011
Master's degree, Management
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelors of Science, Accounting and Finance
Awakening Excellence Adult Day Health Center May 2014 - Present
Healthy Living Home Care February 2014 - Present
Keller Williams Realty, Inc. February 2008 - Present
Cambridge Savings Bank February 2012 - February 2014
Bank of New York Mellon November 2010 - February 2012
Skills
Residential Homes, Real Estate, Investment Properties, Condos, Financial Analysis, Sales, Portfolio Management, Real Estate Transactions, Loans, Commercial Real Estate, Residential Mortgages
Education
Cambridge College 2010 — 2011
Master's degree, Management
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelors of Science, Accounting and Finance
Kristen Hemmings Kristen Hemmings's Bank of New York Mellon Experience January 2011 - April 2013
Job Operations & Client Service Manager at Coghill Investment Strategies
Industry Financial Services
Experience
Coghill Investment Strategies April 2013 - Present
Bank of New York Mellon January 2011 - April 2013
Allegheny Financial Group September 2005 - December 2010
Skills
Series 7, Mutual Funds, Series 63, Securities, Financial Services, Equities, Strategic Financial..., Wealth Management, Retirement Planning, Asset Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Training, Finance, Financial Analysis, Asset Allocation, Retirement, Series 24, Estate Planning, Risk Management, Fixed Annuities, Bloomberg, Fixed Income, Series 65, Insurance, Financial Advisory
Education
Capital University 2001 — 2004
Bachelor of Arts, Public Relations
Coghill Investment Strategies April 2013 - Present
Bank of New York Mellon January 2011 - April 2013
Allegheny Financial Group September 2005 - December 2010
Skills
Series 7, Mutual Funds, Series 63, Securities, Financial Services, Equities, Strategic Financial..., Wealth Management, Retirement Planning, Asset Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Training, Finance, Financial Analysis, Asset Allocation, Retirement, Series 24, Estate Planning, Risk Management, Fixed Annuities, Bloomberg, Fixed Income, Series 65, Insurance, Financial Advisory
Education
Capital University 2001 — 2004
Bachelor of Arts, Public Relations
Neil Roth Neil Roth's Bank of New York Mellon Experience April 2002 - June 2007
Job Head of Operational Risk for Combined U.S. Operations at RBC
Industry Banking
Experience
RBC July 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. January 2013 - July 2015
BNP Paribas January 2010 - January 2013
Fortis Bank July 2007 - December 2009
Bank of New York Mellon April 2002 - June 2007
Morgan Stanley May 1993 - April 2001
United States Fidelity & Guarantee March 1988 - August 1991
Skills
Operational Risk, Operational Risk..., Key Risk Indicators, KRIs, Key Performance..., KPIs, Risk Self Assessments, RSAs, Internal Loss Analysis, External Loss Analysis, Audit Issue Tracking, Scenario Analysis, Framework Validation, Cash Management, Key Metrics, Financial Risk, Basel II, Banking, Treasury, Commercial Banking, Treasury Management, Financial Institutions, Structured Finance, Investment Banking, Fixed Income, Derivatives, Internal Audit
Education
Brown University 1983 — 1987
B.A., Philosophy and Economics
RBC July 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. January 2013 - July 2015
BNP Paribas January 2010 - January 2013
Fortis Bank July 2007 - December 2009
Bank of New York Mellon April 2002 - June 2007
Morgan Stanley May 1993 - April 2001
United States Fidelity & Guarantee March 1988 - August 1991
Skills
Operational Risk, Operational Risk..., Key Risk Indicators, KRIs, Key Performance..., KPIs, Risk Self Assessments, RSAs, Internal Loss Analysis, External Loss Analysis, Audit Issue Tracking, Scenario Analysis, Framework Validation, Cash Management, Key Metrics, Financial Risk, Basel II, Banking, Treasury, Commercial Banking, Treasury Management, Financial Institutions, Structured Finance, Investment Banking, Fixed Income, Derivatives, Internal Audit
Education
Brown University 1983 — 1987
B.A., Philosophy and Economics
Jason L. Thom Jason L. Thom's Bank of New York Mellon Experience August 2011 - December 2011
Job Management Consultant at IBM Global Business Services
Industry Management Consulting
Experience
Tech for Korea August 2015 - Present
IBM - Global Business Services April 2015 - Present
IBM - Global Business Services January 2013 - April 2015
Capital One May 2012 - August 2012
Bank of New York Mellon August 2011 - December 2011
Vivify LLC April 2011 - November 2011
State Farm June 2010 - July 2010
Skills
Project Management, SQL, Analytics, Business Analysis, Business Strategy, Business Intelligence, Strategy, Data Analysis, Business Process..., Strategic Planning, Entrepreneurship, IT Strategy, Product Management, Management Consulting, Leadership, Market Research, Business Development, Cognos, Process Optimization, Competitive Analysis, Scrum, Client Relationship..., CRM, Communication, Consulting, Business Transformation
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree
Carnegie Mellon University 2009 — 2012
Bachelor's Degree
Shanghai International Studies University 2010 — 2010
Tech for Korea August 2015 - Present
IBM - Global Business Services April 2015 - Present
IBM - Global Business Services January 2013 - April 2015
Capital One May 2012 - August 2012
Bank of New York Mellon August 2011 - December 2011
Vivify LLC April 2011 - November 2011
State Farm June 2010 - July 2010
Skills
Project Management, SQL, Analytics, Business Analysis, Business Strategy, Business Intelligence, Strategy, Data Analysis, Business Process..., Strategic Planning, Entrepreneurship, IT Strategy, Product Management, Management Consulting, Leadership, Market Research, Business Development, Cognos, Process Optimization, Competitive Analysis, Scrum, Client Relationship..., CRM, Communication, Consulting, Business Transformation
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree
Carnegie Mellon University 2009 — 2012
Bachelor's Degree
Shanghai International Studies University 2010 — 2010
John McGann John McGann's Bank of New York Mellon Experience October 1988 - November 1989
Job Executive Vice President Chief Administrative Officer at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA 1997 - Present
Bank Leumi USA November 1989 - February 2012
Bank of New York Mellon October 1988 - November 1989
Irving Trust Company September 1983 - October 1988
Marsh & McLennan Companies, Inc. June 1982 - September 1983
Skills
Organizational..., Credit, Employee Relations, Mergers, Strategic Planning, Recruiting, Performance Management, Talent Management, Succession Planning, Policy, Team Building, Management Consulting
Education
University of Virginia 1986 — 1987
Graduate School of Retail Banking
University of Massachusetts, Amherst 1975 — 1977
BS in Finance, Finance, Accounting and Management
Bunker Hill Community College 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Bank Leumi USA 1997 - Present
Bank Leumi USA November 1989 - February 2012
Bank of New York Mellon October 1988 - November 1989
Irving Trust Company September 1983 - October 1988
Marsh & McLennan Companies, Inc. June 1982 - September 1983
Skills
Organizational..., Credit, Employee Relations, Mergers, Strategic Planning, Recruiting, Performance Management, Talent Management, Succession Planning, Policy, Team Building, Management Consulting
Education
University of Virginia 1986 — 1987
Graduate School of Retail Banking
University of Massachusetts, Amherst 1975 — 1977
BS in Finance, Finance, Accounting and Management
Bunker Hill Community College 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Andrew Taubman Andrew Taubman's Bank of New York Mellon Experience January 2010 - July 2015
Job Business Manager
Industry Financial Services
Experience
Bridgewater Associates July 2015 - Present
Bank of New York Mellon January 2010 - July 2015
Fidelity Investments Strategic Advisers Technology 2007 - January 2010
Fidelity International 2005 - 2007
Fidelity Investments October 2002 - January 2005
Fidelity Investments June 2001 - September 2002
Fidelity Investments April 2000 - May 2001
Fidelity Investments January 1999 - March 2001
National Financial June 1993 - December 1998
Skills
Fixed Income, Portfolio Management, Mutual Funds, Equities, Middle Office, Technology, Product Management, trade processing, User Interface, Management, Program Management, Project Management, Analysis, Asset Allocation, Front Office, Cost Basis, Analytics, Asset Management, Asset Managment, Bonds, Derivatives, Financial Services, Enterprise Software, Hedge Funds, Investment Management, Investments, Leadership, Market Data, Outsourcing, SDLC, Securities, Strategy, Trading, Trading Systems
Education
Boston University Questrom School of Business 1999 — 2002
MBA, General Management
University of Rhode Island - College of Business Administration 1989 — 1993
Finance, Minor Japanese Studies
Kansai Gaidai University 1992 — 1992
studied abroad for a semester, Japanese Studies
Sharon High 1985 — 1989
High School Diploma
Bridgewater Associates July 2015 - Present
Bank of New York Mellon January 2010 - July 2015
Fidelity Investments Strategic Advisers Technology 2007 - January 2010
Fidelity International 2005 - 2007
Fidelity Investments October 2002 - January 2005
Fidelity Investments June 2001 - September 2002
Fidelity Investments April 2000 - May 2001
Fidelity Investments January 1999 - March 2001
National Financial June 1993 - December 1998
Skills
Fixed Income, Portfolio Management, Mutual Funds, Equities, Middle Office, Technology, Product Management, trade processing, User Interface, Management, Program Management, Project Management, Analysis, Asset Allocation, Front Office, Cost Basis, Analytics, Asset Management, Asset Managment, Bonds, Derivatives, Financial Services, Enterprise Software, Hedge Funds, Investment Management, Investments, Leadership, Market Data, Outsourcing, SDLC, Securities, Strategy, Trading, Trading Systems
Education
Boston University Questrom School of Business 1999 — 2002
MBA, General Management
University of Rhode Island - College of Business Administration 1989 — 1993
Finance, Minor Japanese Studies
Kansai Gaidai University 1992 — 1992
studied abroad for a semester, Japanese Studies
Sharon High 1985 — 1989
High School Diploma
Eon Joseph Eon Joseph's Bank of New York Mellon Experience 1994 - 2000
Job Network Operations Manager at Fragomen, Del Rey, Bernsen & Loewy
Industry Information Technology and Services
Experience
Fragomen, Del Rey, Bernsen & Loewy March 2011 - Present
Marco Polo Network 2007 - 2008
National Stock Exchange 2005 - 2007
BT America 2003 - 2005
Global Crossing 2000 - 2003
Bank of New York Mellon 1994 - 2000
Ascom Timeplex, Inc 1989 - 1994
United States Air Force 1982 - 1988
Skills
IT Management, Strategic Planning, Project Management, Enterprise Architecture, Network Design, TCP/IP, VoIP, MPLS, Cisco Technologies, Network Security, IP Telephony, Change Management, Disaster Recovery, Metro Ethernet, Switches, Routers, Juniper, Wireless Networking, Security, Network Administration, Telecommunications, Data Center, Vendor Management, Business Continuity, Government, Telephony, OSPF, WAN, Routing, VPN, Troubleshooting, BGP, EIGRP, Network Engineering
Education
Capella University
MBA, Information Technology Management
Capella University
BS, Information Technology
Middlesex County College
AS, Electronics and Computer Engineering
United States Air Force
Electronic Communication and Cryptographic Equipment System Repairman
Fragomen, Del Rey, Bernsen & Loewy March 2011 - Present
Marco Polo Network 2007 - 2008
National Stock Exchange 2005 - 2007
BT America 2003 - 2005
Global Crossing 2000 - 2003
Bank of New York Mellon 1994 - 2000
Ascom Timeplex, Inc 1989 - 1994
United States Air Force 1982 - 1988
Skills
IT Management, Strategic Planning, Project Management, Enterprise Architecture, Network Design, TCP/IP, VoIP, MPLS, Cisco Technologies, Network Security, IP Telephony, Change Management, Disaster Recovery, Metro Ethernet, Switches, Routers, Juniper, Wireless Networking, Security, Network Administration, Telecommunications, Data Center, Vendor Management, Business Continuity, Government, Telephony, OSPF, WAN, Routing, VPN, Troubleshooting, BGP, EIGRP, Network Engineering
Education
Capella University
MBA, Information Technology Management
Capella University
BS, Information Technology
Middlesex County College
AS, Electronics and Computer Engineering
United States Air Force
Electronic Communication and Cryptographic Equipment System Repairman
Toni Kong Toni Kong's Bank of New York Mellon Experience June 2008 - August 2008
Job Attorney
Industry Law Practice
Experience
Kubick & Associates May 2015 - Present
The Harrison Law Group, PC December 2014 - May 2015
Suffolk County District Attorney's Office August 2013 - December 2013
Office of the Attorney General of the State of New York June 2013 - August 2013
Kings County District Attorneys Office June 2012 - August 2012
Big Brothers Big Sisters October 2007 - May 2011
Hawthorne-Longfellow Library October 2007 - May 2011
Watson Fitness Center October 2008 - December 2010
Kings County District Attorney's Office June 2010 - August 2010
Bank of New York Mellon June 2008 - August 2008
Skills
Writing, Westlaw, Social Media, Community Outreach, Editing, Event Planning, Fundraising, Grant Writing, Interviews, Leadership, Legal Research, Management, Mandarin, Microsoft Office, Non-profits, Public Speaking, Research, Legal Writing, PowerPoint, Microsoft Excel, LexisNexis, Microsoft Word, Courts, Litigation, Civil Litigation, Motions
Education
Touro College Jacob D. Fuchsberg Law Center, Central 2011 — 2014
Juris Doctor (J.D.), Honors Program, Cum Laude
Bowdoin College 2007 — 2011
Bachelor of Arts, East Asian Studies
Beijing Capital University of Economics and Business 2009 — 2009
Associated Colleges of China, Intensive Language & Culture Program
Kubick & Associates May 2015 - Present
The Harrison Law Group, PC December 2014 - May 2015
Suffolk County District Attorney's Office August 2013 - December 2013
Office of the Attorney General of the State of New York June 2013 - August 2013
Kings County District Attorneys Office June 2012 - August 2012
Big Brothers Big Sisters October 2007 - May 2011
Hawthorne-Longfellow Library October 2007 - May 2011
Watson Fitness Center October 2008 - December 2010
Kings County District Attorney's Office June 2010 - August 2010
Bank of New York Mellon June 2008 - August 2008
Skills
Writing, Westlaw, Social Media, Community Outreach, Editing, Event Planning, Fundraising, Grant Writing, Interviews, Leadership, Legal Research, Management, Mandarin, Microsoft Office, Non-profits, Public Speaking, Research, Legal Writing, PowerPoint, Microsoft Excel, LexisNexis, Microsoft Word, Courts, Litigation, Civil Litigation, Motions
Education
Touro College Jacob D. Fuchsberg Law Center, Central 2011 — 2014
Juris Doctor (J.D.), Honors Program, Cum Laude
Bowdoin College 2007 — 2011
Bachelor of Arts, East Asian Studies
Beijing Capital University of Economics and Business 2009 — 2009
Associated Colleges of China, Intensive Language & Culture Program
Carol Klitzner's Bank of New York Mellon Experience March 2009 - June 2009
Job Technical Writer
Industry Information Technology and Services
Experience
RBS April 2015 - Present
Bank of America October 2013 - April 2015
The NPD Group July 2009 - September 2013
Bank of New York Mellon March 2009 - June 2009
Bank of New York Mellon March 2008 - December 2008
JPMorgan Chase August 2007 - March 2008
WestLB December 2006 - July 2007
JPMorgan Chase March 2004 - November 2006
Wolters Kluwer November 2004 - December 2005
National City Bank April 2004 - July 2004
Skills
Software Documentation, Visio, Technical Writing, SDLC, Manuals, Business Requirements, Online Help, Documentation, Requirements Analysis, Testing, Technical Documentation, Web Pages, Databases, User Acceptance Testing, Integration, Security, MS Project, Business Analysis, Information Technology, Software Development, Agile Methodologies, Analytics, Content Management, SharePoint, Photoshop, HP Quality Center, Editing, Data Analysis, Management, PMO, Program Management, RoboHelp, SnagIt, Strategy, Training
Education
Carleton College
Bachelor of Arts (BA), Sociology and Anthropology
RBS April 2015 - Present
Bank of America October 2013 - April 2015
The NPD Group July 2009 - September 2013
Bank of New York Mellon March 2009 - June 2009
Bank of New York Mellon March 2008 - December 2008
JPMorgan Chase August 2007 - March 2008
WestLB December 2006 - July 2007
JPMorgan Chase March 2004 - November 2006
Wolters Kluwer November 2004 - December 2005
National City Bank April 2004 - July 2004
Skills
Software Documentation, Visio, Technical Writing, SDLC, Manuals, Business Requirements, Online Help, Documentation, Requirements Analysis, Testing, Technical Documentation, Web Pages, Databases, User Acceptance Testing, Integration, Security, MS Project, Business Analysis, Information Technology, Software Development, Agile Methodologies, Analytics, Content Management, SharePoint, Photoshop, HP Quality Center, Editing, Data Analysis, Management, PMO, Program Management, RoboHelp, SnagIt, Strategy, Training
Education
Carleton College
Bachelor of Arts (BA), Sociology and Anthropology
Ivonne-Marie Mendoza Ivonne-Marie Mendoza's Bank of New York Mellon Experience March 2010 - January 2014
Job Private Bank Client Service Associate Trusts & Estates at Citizens Bank
Industry Financial Services
Experience
Citizens Bank April 2015 - Present
BNY Mellon January 2014 - April 2015
Bank of New York Mellon March 2010 - January 2014
Lexington Wealth Management May 2007 - March 2010
Worcester State College September 2007 - May 2008
Worcester State College September 2005 - May 2006
Yankee Candle Company September 2003 - August 2005
Skills
Conversational Spanish, Investments, Wealth Management, Microsoft Office, Research, Microsoft Excel, Customer Service, Teaching, Asset Allocation, Financial Services, Employee Training, Management, Mutual Funds, Portfolio Management
Education
Boston University 2010 — 2011
Graduate Certificate, Certified Financial Planning
Worcester State University 2005 — 2008
Bachelors in Science, Finance and Economics
Middlesex Community College 2002 — 2005
Associate's Degree, Liberal Studies
Citizens Bank April 2015 - Present
BNY Mellon January 2014 - April 2015
Bank of New York Mellon March 2010 - January 2014
Lexington Wealth Management May 2007 - March 2010
Worcester State College September 2007 - May 2008
Worcester State College September 2005 - May 2006
Yankee Candle Company September 2003 - August 2005
Skills
Conversational Spanish, Investments, Wealth Management, Microsoft Office, Research, Microsoft Excel, Customer Service, Teaching, Asset Allocation, Financial Services, Employee Training, Management, Mutual Funds, Portfolio Management
Education
Boston University 2010 — 2011
Graduate Certificate, Certified Financial Planning
Worcester State University 2005 — 2008
Bachelors in Science, Finance and Economics
Middlesex Community College 2002 — 2005
Associate's Degree, Liberal Studies
Marc El Hawa Marc El Hawa's Bank of New York Mellon Experience July 2006 - June 2008
Job Buy to Pay Operations Team Leader at GE
Industry Banking
Experience
GE July 2014 - Present
Citibank June 2008 - December 2013
Bank of New York Mellon July 2006 - June 2008
Anglo-Continental October 2005 - April 2006
JP Morgan Chase August 2004 - August 2005
Unisys July 2003 - July 2004
Skills
Banking, Business Development, Credit, Analysis, Management, Accounts Receivable, Account Reconciliation, Financial Services, Training, New Business Development, Auditing, Marketing, Investment Banking, Portfolio Management, Lotus Notes, Capital Markets, Invoicing, Payments, Strategy, Leadership, Corporate Trust, Securities, Bloomberg, ISDA, Reuters 3000, Fixed Income, Risk Management, Financial Analysis
Education
Bournemouth University 2002 — 2004
Master, Marketing and Management for Tourism
Notre Dame University 1998 — 2002
BA, Advertising and Marketing
Lycee Franco Libanais Nahr-Ibrahim
GE July 2014 - Present
Citibank June 2008 - December 2013
Bank of New York Mellon July 2006 - June 2008
Anglo-Continental October 2005 - April 2006
JP Morgan Chase August 2004 - August 2005
Unisys July 2003 - July 2004
Skills
Banking, Business Development, Credit, Analysis, Management, Accounts Receivable, Account Reconciliation, Financial Services, Training, New Business Development, Auditing, Marketing, Investment Banking, Portfolio Management, Lotus Notes, Capital Markets, Invoicing, Payments, Strategy, Leadership, Corporate Trust, Securities, Bloomberg, ISDA, Reuters 3000, Fixed Income, Risk Management, Financial Analysis
Education
Bournemouth University 2002 — 2004
Master, Marketing and Management for Tourism
Notre Dame University 1998 — 2002
BA, Advertising and Marketing
Lycee Franco Libanais Nahr-Ibrahim
Nicholas Wu's Bank of New York Mellon Experience June 2007 - February 2009
Job Variable Fund and Annuity Analysis at MetLife at Met Life
Industry Financial Services
Experience
Met Life August 2010 - Present
State Street Bank February 2010 - August 2010
Bank of New York Mellon June 2007 - February 2009
MUNICIPLE BENCHMARK February 2007 - June 2007
Phase Forward January 2002 - May 2002
Education
Boston University 2006 — 2008
MS, Actuarial Science
NORTHEASTERN UNIVERSITY
B.S, Mathematics & Computer and Information Science
Met Life August 2010 - Present
State Street Bank February 2010 - August 2010
Bank of New York Mellon June 2007 - February 2009
MUNICIPLE BENCHMARK February 2007 - June 2007
Phase Forward January 2002 - May 2002
Education
Boston University 2006 — 2008
MS, Actuarial Science
NORTHEASTERN UNIVERSITY
B.S, Mathematics & Computer and Information Science
Jennifer C Herrera's Bank of New York Mellon Experience June 2008 - August 2008
Job Accounting and Recording Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
Bryant University January 2010 - May 2010
Medical Interpreters of the North Shore August 2006 - May 2010
Arnold Worldwide September 2009 - December 2009
Life is good June 2009 - August 2009
Roots and Shoots Shanghai August 2008 - December 2008
Bank of New York Mellon June 2008 - August 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in International Business, Marketing, Chinese
Fudan University 2009 — 2009
International Business and Mandarin Chinese
Melrose High School 2002 — 2006
High School
BNY Mellon November 2010 - Present
Bryant University January 2010 - May 2010
Medical Interpreters of the North Shore August 2006 - May 2010
Arnold Worldwide September 2009 - December 2009
Life is good June 2009 - August 2009
Roots and Shoots Shanghai August 2008 - December 2008
Bank of New York Mellon June 2008 - August 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in International Business, Marketing, Chinese
Fudan University 2009 — 2009
International Business and Mandarin Chinese
Melrose High School 2002 — 2006
High School
Alexa Quezada Alexa Quezada's Bank of New York Mellon Experience May 2014 - November 2014
Job Seeking employment: Administrative/ Office/ Clerical
Industry Logistics and Supply Chain
Experience
The Castorena Group January 2015 - April 2015
Bank of New York Mellon May 2014 - November 2014
DHL Global Mail May 2013 - April 2014
California State University, Long Beach August 2007 - December 2012
Hispanic Students Business Association June 2011 - June 2012
Hispanic Students Business Association June 2010 - May 2011
Ulysses S. Grant Elementary School June 2004 - August 2007
Skills
Microsoft Excel, Event Planning, PowerPoint, Microsoft Office, Bilingual, Community Outreach, Customer Service, Data Entry, Microsoft Word, Social Media, Social Networking, Spanish, Time Management, Leadership, Research, Facebook
Education
California State University-Long Beach 2007 — 2012
Bachelor of Science (B.S.), Management and Operations Supply Chain Management
The Castorena Group January 2015 - April 2015
Bank of New York Mellon May 2014 - November 2014
DHL Global Mail May 2013 - April 2014
California State University, Long Beach August 2007 - December 2012
Hispanic Students Business Association June 2011 - June 2012
Hispanic Students Business Association June 2010 - May 2011
Ulysses S. Grant Elementary School June 2004 - August 2007
Skills
Microsoft Excel, Event Planning, PowerPoint, Microsoft Office, Bilingual, Community Outreach, Customer Service, Data Entry, Microsoft Word, Social Media, Social Networking, Spanish, Time Management, Leadership, Research, Facebook
Education
California State University-Long Beach 2007 — 2012
Bachelor of Science (B.S.), Management and Operations Supply Chain Management
Naomi Nicole Boussidan's Bank of New York Mellon Experience July 2007 - September 2010
Job Implementation Manager at MSCI Inc.
Industry Banking
Experience
Union Bank March 2011 - September 2012
Bank of the West October 2010 - March 2011
Bank of New York Mellon July 2007 - September 2010
DST Global Solutions February 2003 - June 2007
State Street Bank November 1998 - February 2003
State Street Bank February 1998 - November 1998
Skills
Risk Management, Basel II, Business Requirements, Credit Risk, Banking, Financial Risk, Portfolio Management, SDLC, Governance, Internal Audit, Financial Modeling, Credit, Analysis, Finance, Due Diligence
Education
Universite Pantheon Sorbonne - Assas
Economics & Applied Mathematics
Boston University
Master's degree, Financial Economics
Union Bank March 2011 - September 2012
Bank of the West October 2010 - March 2011
Bank of New York Mellon July 2007 - September 2010
DST Global Solutions February 2003 - June 2007
State Street Bank November 1998 - February 2003
State Street Bank February 1998 - November 1998
Skills
Risk Management, Basel II, Business Requirements, Credit Risk, Banking, Financial Risk, Portfolio Management, SDLC, Governance, Internal Audit, Financial Modeling, Credit, Analysis, Finance, Due Diligence
Education
Universite Pantheon Sorbonne - Assas
Economics & Applied Mathematics
Boston University
Master's degree, Financial Economics
Stan Tronik, CPA's Bank of New York Mellon Experience October 2008 - November 2012
Job Controller at StudyMode
Industry Financial Services
Experience
StudyMode November 2014 - Present
Core Management Company November 2012 - November 2014
Bank of New York Mellon October 2008 - November 2012
Tennenbaum Capital Partners December 2006 - October 2008
Singer Lewak Greenbaum & Goldstein February 2004 - December 2006
Stonefield Josephson September 2002 - February 2004
Skills
GAAP, SEC filings, Financial Reporting, Journal Entries, Tax, Internal Audit, Accounting, Budgets, Auditing, Analysis, Sarbanes-Oxley Act, SEC Filings, Account Reconciliation, Financial Analysis, Finance, Financial Statements, Portfolio Management, Fund Accounting, IFRS, Investments, Financial Audits, Internal Controls
Education
California State University-Northridge 1999 — 2002
BS, Accounting
StudyMode November 2014 - Present
Core Management Company November 2012 - November 2014
Bank of New York Mellon October 2008 - November 2012
Tennenbaum Capital Partners December 2006 - October 2008
Singer Lewak Greenbaum & Goldstein February 2004 - December 2006
Stonefield Josephson September 2002 - February 2004
Skills
GAAP, SEC filings, Financial Reporting, Journal Entries, Tax, Internal Audit, Accounting, Budgets, Auditing, Analysis, Sarbanes-Oxley Act, SEC Filings, Account Reconciliation, Financial Analysis, Finance, Financial Statements, Portfolio Management, Fund Accounting, IFRS, Investments, Financial Audits, Internal Controls
Education
California State University-Northridge 1999 — 2002
BS, Accounting
Diana M. Roth, RP® Diana M. Roth, RP®'s Bank of New York Mellon Experience March 2006 - September 2012
Job Real Estate and Corporate Paralegal at Strassburger McKenna Gutnick & Gefsky
Industry Legal Services
Experience
Strassburger McKenna Gutnick & Gefsky September 2012 - Present
Bank of New York Mellon March 2006 - September 2012
Brennan Robins & Daley August 2004 - March 2006
Grogan Graffam February 2004 - August 2004
Skills
Real Estate Transactions, Commercial Real Estate, Legal Research Skills, Corporate Branding, Title Insurance, Corporate Law, Legal Assistance, Legal Research, Pleadings, Real Estate, Bankruptcy, Document Review, Legal Writing, Westlaw
Education
California University of Pennsylvania 2009 — 2013
Masters of Science, Law and Public Policy
Gannon University 1999 — 2003
BA, Legal Studies/Paralegal
Gannon University 1999 — 2003
BA, Political Science
Strassburger McKenna Gutnick & Gefsky September 2012 - Present
Bank of New York Mellon March 2006 - September 2012
Brennan Robins & Daley August 2004 - March 2006
Grogan Graffam February 2004 - August 2004
Skills
Real Estate Transactions, Commercial Real Estate, Legal Research Skills, Corporate Branding, Title Insurance, Corporate Law, Legal Assistance, Legal Research, Pleadings, Real Estate, Bankruptcy, Document Review, Legal Writing, Westlaw
Education
California University of Pennsylvania 2009 — 2013
Masters of Science, Law and Public Policy
Gannon University 1999 — 2003
BA, Legal Studies/Paralegal
Gannon University 1999 — 2003
BA, Political Science
Ron Baseman's Bank of New York Mellon Experience November 1985 - April 2005
Job Director IT security at Buck
Industry Information Technology and Services
Experience
Buck Consultants April 2005 - Present
Affiliated Computer Services 2005 - Present
Bank of New York Mellon November 1985 - April 2005
ADP January 1979 - November 1985
Carnegie Mellon University November 1977 - July 1979
Mellon Bank November 1977 - January 1979
Shared Medical Systems December 1976 - November 1977
Skills
SDLC, Disaster Recovery, Vendor Management, Outsourcing, Business Analysis, Requirements Analysis, Security, Software Project..., Process Improvement, Agile Methodologies, IT Strategy, Risk Management
Education
University of Pittsburgh 1975 — 1976
BS, Computer Science
University of Pittsburgh 1969 — 1973
BA, Philosophy
Carnegie Mellon University 1968 — 1969
physics
allderdice
Buck Consultants April 2005 - Present
Affiliated Computer Services 2005 - Present
Bank of New York Mellon November 1985 - April 2005
ADP January 1979 - November 1985
Carnegie Mellon University November 1977 - July 1979
Mellon Bank November 1977 - January 1979
Shared Medical Systems December 1976 - November 1977
Skills
SDLC, Disaster Recovery, Vendor Management, Outsourcing, Business Analysis, Requirements Analysis, Security, Software Project..., Process Improvement, Agile Methodologies, IT Strategy, Risk Management
Education
University of Pittsburgh 1975 — 1976
BS, Computer Science
University of Pittsburgh 1969 — 1973
BA, Philosophy
Carnegie Mellon University 1968 — 1969
physics
allderdice
Blaise D'Ambrosio Blaise D'Ambrosio's Bank of New York Mellon Experience 1988 - 1993
Job
Industry Financial Services
Experience
T. Rowe Price Associates, Inc. 2002 - Present
Alliance Capital Management 2001 - 2002
UBS 1994 - 2001
Bank of New York Mellon 1988 - 1993
Macy's Merchandising Group 1987 - 1988
Telerate Systems 1986 - 1987
Skills
Business Continuity, Risk Management, Mutual Funds, Governance, Vendor Management, Business Continuity..., Financial Services, Program Management, Disaster Recovery, Project Management, Business Analysis, IT Strategy
Education
Boston University Questrom School of Business 1993 — 1994
MS
Fordham Gabelli School of Business 1989 — 1991
MBA
Fairleigh Dickinson University 1982 — 1986
BS
T. Rowe Price Associates, Inc. 2002 - Present
Alliance Capital Management 2001 - 2002
UBS 1994 - 2001
Bank of New York Mellon 1988 - 1993
Macy's Merchandising Group 1987 - 1988
Telerate Systems 1986 - 1987
Skills
Business Continuity, Risk Management, Mutual Funds, Governance, Vendor Management, Business Continuity..., Financial Services, Program Management, Disaster Recovery, Project Management, Business Analysis, IT Strategy
Education
Boston University Questrom School of Business 1993 — 1994
MS
Fordham Gabelli School of Business 1989 — 1991
MBA
Fairleigh Dickinson University 1982 — 1986
BS
Julie Balerna Julie Balerna's Bank of New York Mellon Experience May 2004 - April 2014
Job Vice President & Director of Sales New England, Global Capital Markets at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust, N.A. July 2014 - Present
Omega Performance May 2014 - July 2014
Bank of New York Mellon May 2004 - April 2014
US Bank January 2003 - May 2004
State Street Bank 1995 - 2000
Skills
Public Finance, Structured Finance, Corporate Trust, Fixed Income, Securities, Capital Markets, Bonds, Series 7, Investment Banking, Credit Analysis, Series 63, Corporate Finance, Securitization, Municipal Bonds, Economics, Emerging Markets, Relationship Management, Loans, Financial Services, Mutual Funds, Bloomberg
Education
Brown University
BA, Political Science
Wilmington Trust, N.A. July 2014 - Present
Omega Performance May 2014 - July 2014
Bank of New York Mellon May 2004 - April 2014
US Bank January 2003 - May 2004
State Street Bank 1995 - 2000
Skills
Public Finance, Structured Finance, Corporate Trust, Fixed Income, Securities, Capital Markets, Bonds, Series 7, Investment Banking, Credit Analysis, Series 63, Corporate Finance, Securitization, Municipal Bonds, Economics, Emerging Markets, Relationship Management, Loans, Financial Services, Mutual Funds, Bloomberg
Education
Brown University
BA, Political Science
Lorie Cheng Lorie Cheng's Bank of New York Mellon Experience September 2007 - January 2010
Job Controller, Alternative Funds
Industry Investment Management
Experience
DoubleLine Group LP October 2014 - Present
SS&C GlobeOp August 2013 - September 2014
Ares Management August 2012 - August 2013
Ares Management February 2010 - July 2012
Bank of New York Mellon September 2007 - January 2010
Skills
Fund Accounting, Data Analysis, advent Geneva, Accounting, Account Reconciliation, Finance, Valuation, Accounts Payable, Accounts Receivable, Asset Management, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Securities, Financial Statements, Accruals, Financial Analysis, Bank Reconciliation, Fixed Income, Payroll, Financial Reporting, Journal Entries, Microsoft Excel, Hedge Funds, Credit, Derivatives, Internal Audit, Equities, Loans, Auditing, Bonds, Corporate Finance, Financial Services, Cash Management, General Ledger, Private Equity, Risk Management, QuickBooks, Investment Management, Investment Banking, Business Analysis, Capital Markets, Analysis, Financial Modeling, Variance Analysis, Cash Flow Forecasting, Management, Internal Controls
Education
California State University-Los Angeles 2001 — 2003
Master of Science (M.S.), Accounting
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Information Systems
DoubleLine Group LP October 2014 - Present
SS&C GlobeOp August 2013 - September 2014
Ares Management August 2012 - August 2013
Ares Management February 2010 - July 2012
Bank of New York Mellon September 2007 - January 2010
Skills
Fund Accounting, Data Analysis, advent Geneva, Accounting, Account Reconciliation, Finance, Valuation, Accounts Payable, Accounts Receivable, Asset Management, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Securities, Financial Statements, Accruals, Financial Analysis, Bank Reconciliation, Fixed Income, Payroll, Financial Reporting, Journal Entries, Microsoft Excel, Hedge Funds, Credit, Derivatives, Internal Audit, Equities, Loans, Auditing, Bonds, Corporate Finance, Financial Services, Cash Management, General Ledger, Private Equity, Risk Management, QuickBooks, Investment Management, Investment Banking, Business Analysis, Capital Markets, Analysis, Financial Modeling, Variance Analysis, Cash Flow Forecasting, Management, Internal Controls
Education
California State University-Los Angeles 2001 — 2003
Master of Science (M.S.), Accounting
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Information Systems
Kyle Barndollar's Bank of New York Mellon Experience December 2007 - January 2008
Job Associate BBH Capital Partners at Brown Brothers Harriman
Industry Venture Capital & Private Equity
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman August 2011 - May 2014
JPMorgan Chase July 2010 - July 2011
Hilltop Park Associates January 2010 - January 2010
UBS Financial Services, Wealth Management US June 2009 - August 2009
North Sound Capital May 2008 - August 2008
Bank of New York Mellon December 2007 - January 2008
Education
Bucknell University 2006 — 2010
Business
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman August 2011 - May 2014
JPMorgan Chase July 2010 - July 2011
Hilltop Park Associates January 2010 - January 2010
UBS Financial Services, Wealth Management US June 2009 - August 2009
North Sound Capital May 2008 - August 2008
Bank of New York Mellon December 2007 - January 2008
Education
Bucknell University 2006 — 2010
Business
Michael Jaehnig Michael Jaehnig's Bank of New York Mellon Experience June 2008 - August 2008
Job Tax Services and Advisory
Industry Financial Services
Experience
Ernst & Young October 2012 - Present
Cato Institute January 2011 - May 2011
Brown University August 2007 - December 2009
Bank of New York Mellon June 2008 - August 2008
Brown University February 2008 - May 2008
Wetlands and Soil Consulting June 2006 - January 2008
Skills
Stata, HTML, Java, C++, C, MySQL, PHP, Ruby, AutoCAD, Research, Data Analysis, Microsoft Office, Statistics, Microsoft Excel, Public Speaking, Non-profits, Economics, Python, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
MS, Accountancy
Brown University 2006 — 2010
Bachelor of Arts, Economics
Ernst & Young October 2012 - Present
Cato Institute January 2011 - May 2011
Brown University August 2007 - December 2009
Bank of New York Mellon June 2008 - August 2008
Brown University February 2008 - May 2008
Wetlands and Soil Consulting June 2006 - January 2008
Skills
Stata, HTML, Java, C++, C, MySQL, PHP, Ruby, AutoCAD, Research, Data Analysis, Microsoft Office, Statistics, Microsoft Excel, Public Speaking, Non-profits, Economics, Python, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
MS, Accountancy
Brown University 2006 — 2010
Bachelor of Arts, Economics
Ray Eckhoff Ray Eckhoff's Bank of New York Mellon Experience June 1995 - June 1998
Job The Provident Bank
Industry Banking
Experience
The Provident Bank May 2011 - Present
TD Bank December 2001 - May 2011
PNC Financial Services Group June 1998 - December 2001
Bank of New York Mellon June 1995 - June 1998
Vanguard Coverage Corp. 1993 - 1994
First Fidelity Bank January 1988 - January 1993
Skills
Commercial Mortgages, Contractors, Mortgage Lending, Loans, Banking, Commercial Lending, Investment Properties, Market Research, Credit, Strategic Planning, Insurance, Portfolio Management, Risk Management, Marketing, Sales, Investments, Retirement Planning, Customer Service, Residential Homes, Sales Management, Wealth Management, Strategic Financial..., Finance, Lines Of Credit, Financial Analysis, Commercial Real Estate, Small Business Lending, New Business Development, Retail Banking, Small Business, Credit Analysis, Loan Origination, Relationship Management, Management, Asset Based Lending, Due Diligence, Refinance, Mortgage Banking, Consumer Lending, Underwriting, Cash Flow, Commercial Banking, SBA, Treasury Management, Construction Loans, Residential Mortgages, Real Estate Financing, Credit Risk, Cross Selling, Home Equity Loans
Education
University of Delaware - Lerner College of Business and Economics 1984 — 1987
BA, Marketing
Brookdale Community College 1982 — 1984
AA, Business Administration.
RFH Regional High School 1978 — 1982
The Provident Bank May 2011 - Present
TD Bank December 2001 - May 2011
PNC Financial Services Group June 1998 - December 2001
Bank of New York Mellon June 1995 - June 1998
Vanguard Coverage Corp. 1993 - 1994
First Fidelity Bank January 1988 - January 1993
Skills
Commercial Mortgages, Contractors, Mortgage Lending, Loans, Banking, Commercial Lending, Investment Properties, Market Research, Credit, Strategic Planning, Insurance, Portfolio Management, Risk Management, Marketing, Sales, Investments, Retirement Planning, Customer Service, Residential Homes, Sales Management, Wealth Management, Strategic Financial..., Finance, Lines Of Credit, Financial Analysis, Commercial Real Estate, Small Business Lending, New Business Development, Retail Banking, Small Business, Credit Analysis, Loan Origination, Relationship Management, Management, Asset Based Lending, Due Diligence, Refinance, Mortgage Banking, Consumer Lending, Underwriting, Cash Flow, Commercial Banking, SBA, Treasury Management, Construction Loans, Residential Mortgages, Real Estate Financing, Credit Risk, Cross Selling, Home Equity Loans
Education
University of Delaware - Lerner College of Business and Economics 1984 — 1987
BA, Marketing
Brookdale Community College 1982 — 1984
AA, Business Administration.
RFH Regional High School 1978 — 1982
Ned Quinn's Bank of New York Mellon Experience February 1997 - May 2000
Job Executive Director / NYC Region Manager, Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2005 - Present
Citibank May 2000 - October 2005
Bank of New York Mellon February 1997 - May 2000
Skills
Series 7, Series 24, FINRA, Series 66, Credit Analysis, Credit, Wealth Management, Cash Management, Risk Management, Banking, Risk, Wealth, Mortgage, Private Equity, Financial Risk, Loans, Investments, Mortgage Lending, Finance, Fixed Income, Capital Markets, Financial Services, Securities, Portfolio Management, Private Banking, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Hedge Funds, Asset Management, Investment Advisory, Trading, Asset Allocation, Investment Strategies, Equities, Financial Advisory, Wealth Management..., Investment Banking, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Morgan Stanley Smith Barney October 2005 - Present
Citibank May 2000 - October 2005
Bank of New York Mellon February 1997 - May 2000
Skills
Series 7, Series 24, FINRA, Series 66, Credit Analysis, Credit, Wealth Management, Cash Management, Risk Management, Banking, Risk, Wealth, Mortgage, Private Equity, Financial Risk, Loans, Investments, Mortgage Lending, Finance, Fixed Income, Capital Markets, Financial Services, Securities, Portfolio Management, Private Banking, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Hedge Funds, Asset Management, Investment Advisory, Trading, Asset Allocation, Investment Strategies, Equities, Financial Advisory, Wealth Management..., Investment Banking, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Richard Kipperman Richard Kipperman's Bank of New York Mellon Experience October 2008 - June 2010
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Bank of New York Mellon October 2008 - June 2010
Dresdner Kleinwort June 2005 - September 2008
Deloitte Tax LLP August 2000 - June 2005
Skills
Tax Law, International Tax, FATCA, Cost Basis, Withholding, CPA
Education
New York University School of Law 2000 — 2003
LL.M., Tax
Brooklyn Law School 1997 — 2000
J.D., Tax Law/Taxation
Touro College 1992 — 1996
B.S., Accounting
Merrill Lynch July 2010 - Present
Bank of New York Mellon October 2008 - June 2010
Dresdner Kleinwort June 2005 - September 2008
Deloitte Tax LLP August 2000 - June 2005
Skills
Tax Law, International Tax, FATCA, Cost Basis, Withholding, CPA
Education
New York University School of Law 2000 — 2003
LL.M., Tax
Brooklyn Law School 1997 — 2000
J.D., Tax Law/Taxation
Touro College 1992 — 1996
B.S., Accounting
Sharon Doherty-Clancy Sharon Doherty-Clancy's Bank of New York Mellon Experience December 2004 - January 2009
Job Executive Consultant at Main Effort Financial, Inc.
Industry Financial Services
Experience
Main Effort Financial Inc. February 2010 - Present
Bank of New York Mellon December 2004 - January 2009
United Way of Central Mass 2003 - 2004
State Street Global Advisors 1995 - 2003
State Street 1984 - 1995
Skills
Wealth Management, Asset Managment, Mutual Funds, Fundraising, Tax, Program Management, Securities, Management, Nonprofits, Investments, Planned Giving, Financial Services, Portfolio Management, Asset Management, Banking, CRM, Estate Planning, Retirement Planning, Finance, Investment Management, Asset Allocation, Investment Advisory, Fixed Income, Relationship Management, Financial Advisory, Strategic Financial..., Investment Strategies
Education
Boston University 2009 — 2013
CFP, Financial Planning
Suffolk University - Sawyer Business School 1980 — 1985
B.S., Marketing
Main Effort Financial Inc. February 2010 - Present
Bank of New York Mellon December 2004 - January 2009
United Way of Central Mass 2003 - 2004
State Street Global Advisors 1995 - 2003
State Street 1984 - 1995
Skills
Wealth Management, Asset Managment, Mutual Funds, Fundraising, Tax, Program Management, Securities, Management, Nonprofits, Investments, Planned Giving, Financial Services, Portfolio Management, Asset Management, Banking, CRM, Estate Planning, Retirement Planning, Finance, Investment Management, Asset Allocation, Investment Advisory, Fixed Income, Relationship Management, Financial Advisory, Strategic Financial..., Investment Strategies
Education
Boston University 2009 — 2013
CFP, Financial Planning
Suffolk University - Sawyer Business School 1980 — 1985
B.S., Marketing
Jean Hart Jean Hart's Bank of New York Mellon Experience November 1993 - April 2009
Job Business Intelligence Developer at Steward Health Care
Industry Hospital & Health Care
Experience
Steward Health Care November 2013 - Present
Liberty Mutual Asset Management Group November 2011 - March 2013
Grantham, Mayo, Van Otterloo & Co. LLC October 2010 - October 2011
New England Biolabs May 2010 - July 2010
SetFocus 2009 - July 2009
Bank of New York Mellon November 1993 - April 2009
Brown Brothers Harriman October 1992 - November 1993
State Street Bank April 1988 - October 1992
GTE Government Systems April 1985 - April 1988
Skills
SSAS, SSIS, SSRS, Cadis, Business Intelligence, Data Warehousing, ETL, Microsoft SQL Server, T-SQL, Databases, Visio, MDX, Dashboard, Systems Analysis, Data Marts, OLAP, Analysis Services, Business Analysis, Business Intelligence..., Data Modeling, SQL, Testing, Requirements Gathering, Database Design, SDLC, Analysis, Data Integration, Relational Databases, DB2
Education
SetFocus LLC. 2009 — 2009
Certificate, Business Intelligence Master’s Program, With Distinction
Boston University Questrom School of Business 1986 — 1991
MBA, Business, Finance
Northeastern University 1982 — 1985
BS in MIS, Management Information Systems
Steward Health Care November 2013 - Present
Liberty Mutual Asset Management Group November 2011 - March 2013
Grantham, Mayo, Van Otterloo & Co. LLC October 2010 - October 2011
New England Biolabs May 2010 - July 2010
SetFocus 2009 - July 2009
Bank of New York Mellon November 1993 - April 2009
Brown Brothers Harriman October 1992 - November 1993
State Street Bank April 1988 - October 1992
GTE Government Systems April 1985 - April 1988
Skills
SSAS, SSIS, SSRS, Cadis, Business Intelligence, Data Warehousing, ETL, Microsoft SQL Server, T-SQL, Databases, Visio, MDX, Dashboard, Systems Analysis, Data Marts, OLAP, Analysis Services, Business Analysis, Business Intelligence..., Data Modeling, SQL, Testing, Requirements Gathering, Database Design, SDLC, Analysis, Data Integration, Relational Databases, DB2
Education
SetFocus LLC. 2009 — 2009
Certificate, Business Intelligence Master’s Program, With Distinction
Boston University Questrom School of Business 1986 — 1991
MBA, Business, Finance
Northeastern University 1982 — 1985
BS in MIS, Management Information Systems
Patricia Micek Patricia Micek's Bank of New York Mellon Experience 1979 - 1999
Job Managing Partner , Estate Planning & Elder Law Associates LLP
Industry Law Practice
Experience
Estate Planning & Elder Law Associates LLP September 2015 - Present
McMillan, Constabile, Maker and Perone LLP April 2007 - Present
Law Offices of Patricia G. Micek April 1999 - April 2007
Bank of New York Mellon 1979 - 1999
Skills
Elder Law, Wills, Probate, Trusts, Estate Planning, Asset Protection, Medicaid, Estate Administration, Guardianship, LLC, Incorporation, Operating Agreements, Contract Negotiation, Powers of Attorney, Special Needs Planning, Living Trusts, Conservatorships, Corporate Law, Business Formation, Living Wills, Negotiation, Entity Formation, Inheritance Tax Planning, Gift Tax, Legal Advice, Estate Law, Small Business, Estate Tax Planning, Prenuptial Agreements, Appeals, Dispute
Education
Brooklyn Law School
J.D., Law
Estate Planning & Elder Law Associates LLP September 2015 - Present
McMillan, Constabile, Maker and Perone LLP April 2007 - Present
Law Offices of Patricia G. Micek April 1999 - April 2007
Bank of New York Mellon 1979 - 1999
Skills
Elder Law, Wills, Probate, Trusts, Estate Planning, Asset Protection, Medicaid, Estate Administration, Guardianship, LLC, Incorporation, Operating Agreements, Contract Negotiation, Powers of Attorney, Special Needs Planning, Living Trusts, Conservatorships, Corporate Law, Business Formation, Living Wills, Negotiation, Entity Formation, Inheritance Tax Planning, Gift Tax, Legal Advice, Estate Law, Small Business, Estate Tax Planning, Prenuptial Agreements, Appeals, Dispute
Education
Brooklyn Law School
J.D., Law
Alex Blaise, M.S.Ed's Bank of New York Mellon Experience September 2007 - May 2008
Job ACE Academic Advisor at John Jay College
Industry Education Management
Experience
John Jay College June 2015 - Present
The Children's Aid Society October 2012 - June 2015
Children's Aid Society May 2008 - October 2012
Millennium High School September 2010 - June 2011
Robert F. Wagner Middle School January 2010 - June 2010
iMentor September 2008 - June 2009
Bank of New York Mellon September 2007 - May 2008
Skills
Student Counseling, Advocacy, Youth Development, academic advising, Career Advising, Advisory, Coaching, Student Development, student affairs, Microsoft Office, Digital Photography, Photoshop, Photo Editing, Higher Education, Special Education, Psychology, Mentoring, Program Development, Career Counseling, Academic Advising, Community Outreach, Crisis Intervention, Adolescents, Grant Writing, Mental Health, Program Evaluation, Student Affairs
Education
City University of New York-Hunter College 2009 — 2011
MS.Ed, School Counseling
Boston University 2003 — 2007
Bachelors, Psychology
John Jay College June 2015 - Present
The Children's Aid Society October 2012 - June 2015
Children's Aid Society May 2008 - October 2012
Millennium High School September 2010 - June 2011
Robert F. Wagner Middle School January 2010 - June 2010
iMentor September 2008 - June 2009
Bank of New York Mellon September 2007 - May 2008
Skills
Student Counseling, Advocacy, Youth Development, academic advising, Career Advising, Advisory, Coaching, Student Development, student affairs, Microsoft Office, Digital Photography, Photoshop, Photo Editing, Higher Education, Special Education, Psychology, Mentoring, Program Development, Career Counseling, Academic Advising, Community Outreach, Crisis Intervention, Adolescents, Grant Writing, Mental Health, Program Evaluation, Student Affairs
Education
City University of New York-Hunter College 2009 — 2011
MS.Ed, School Counseling
Boston University 2003 — 2007
Bachelors, Psychology
Jeffrey Klug Jeffrey Klug's Bank of New York Mellon Experience August 2006 - August 2007
Job Client Implementation Officer
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
Eagle Investment Systems May 2012 - March 2015
Standish Mellon Asset Management April 2010 - May 2012
Standish August 2007 - April 2010
Bank of New York Mellon August 2006 - August 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Fixed Income, Securities, Investments, Equities, Financial Analysis, Asset Managment, Accounting, Financial Reporting, Forecasting, Valuation, Derivatives, Financial Modeling, Portfolio Management, Microsoft Excel, Risk Management, Access, Account Reconciliation, Alternative Investments, Corporate Actions, Hedge Funds
Education
Suffolk University 2008 — 2011
MBA, Finance
Bryant University 2002 — 2006
BA in Business Administration, Finance
State Street Global Advisors April 2015 - Present
Eagle Investment Systems May 2012 - March 2015
Standish Mellon Asset Management April 2010 - May 2012
Standish August 2007 - April 2010
Bank of New York Mellon August 2006 - August 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Fixed Income, Securities, Investments, Equities, Financial Analysis, Asset Managment, Accounting, Financial Reporting, Forecasting, Valuation, Derivatives, Financial Modeling, Portfolio Management, Microsoft Excel, Risk Management, Access, Account Reconciliation, Alternative Investments, Corporate Actions, Hedge Funds
Education
Suffolk University 2008 — 2011
MBA, Finance
Bryant University 2002 — 2006
BA in Business Administration, Finance
Linda B. Kane's Bank of New York Mellon Experience July 2007 - January 2010
Job CEO & Founder at LBK PARTNERS
Industry Human Resources
Experience
LBK PARTNERS January 2010 - Present
Bank of New York Mellon July 2007 - January 2010
Mellon Financial Corporation / Mellon Trust / Dreyfus May 1994 - July 2007
The Boston Company/Mellon Trust 1994 - 1996
Stride Rite Corporation - Keds Division 1991 - 1994
Citibank 1987 - 1991
Doubleday and Company 1983 - 1986
The M.I.T. Group 1981 - 1983
Education
MBA, Simmons College Graduate School of Management
MBA
Boston University
Bachelor of Science
LBK PARTNERS January 2010 - Present
Bank of New York Mellon July 2007 - January 2010
Mellon Financial Corporation / Mellon Trust / Dreyfus May 1994 - July 2007
The Boston Company/Mellon Trust 1994 - 1996
Stride Rite Corporation - Keds Division 1991 - 1994
Citibank 1987 - 1991
Doubleday and Company 1983 - 1986
The M.I.T. Group 1981 - 1983
Education
MBA, Simmons College Graduate School of Management
MBA
Boston University
Bachelor of Science
Brian Sottak, CFA, CAIA's Bank of New York Mellon Experience January 2008 - March 2013
Job Equity Trading
Industry Financial Services
Experience
Balyasny Asset Management L.P. September 2015 - Present
Mellon Capital March 2013 - September 2015
Bank of New York Mellon January 2008 - March 2013
FMV Opinions, Inc. 2007 - 2008
National Semiconductor 2006 - 2007
Skills
CFA Designation, CAIA Designation, Series 7, Series 55, Series 63, Equity and Derivatives..., Bloomberg, Valuation, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Equity Research, Due Diligence, Risk Management, Financial Statement..., DCF, Asset Managment, CFA Society of San..., Equities
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Financial Management
Balyasny Asset Management L.P. September 2015 - Present
Mellon Capital March 2013 - September 2015
Bank of New York Mellon January 2008 - March 2013
FMV Opinions, Inc. 2007 - 2008
National Semiconductor 2006 - 2007
Skills
CFA Designation, CAIA Designation, Series 7, Series 55, Series 63, Equity and Derivatives..., Bloomberg, Valuation, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Equity Research, Due Diligence, Risk Management, Financial Statement..., DCF, Asset Managment, CFA Society of San..., Equities
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Financial Management
Diana Garfold-Barr Diana Garfold-Barr's Bank of New York Mellon Experience January 2013 - October 2013
Job Emotionally intelligent, results oriented Project and Program Manager
Industry Retail
Experience
Giant Eagle, Inc. June 2015 - Present
BusinessForward October 2013 - June 2015
Bank of New York Mellon January 2013 - October 2013
Giant Eagle January 2007 - January 2013
Giant Eagle 1997 - 2009
Giant Eagle April 2006 - January 2007
Giant Eagle January 2001 - April 2006
Skills
Retail, Merchandising, Vendor Management, Process Improvement, Business Analysis, Project Planning, Project Management, Portfolio Management, Customer Oriented, Grocery, Cross-functional Team..., Strategic Roadmaps, SDLC, Building Relationships, Project Portfolio..., Inventory Management, Business Process..., IT Strategy, Budgets, Team Leadership, Product Management, Change Management, Program Management, Management, Pricing, Business Process, Software Project..., Leadership, Forecasting, Analysis, Business Intelligence, Requirements Analysis, Supply Chain Management, Supply Chain, Strategy, Sales, Talent Management, CRM, Time Management, Coaching, Visio, Business Requirements, Analytics, PMO, Disaster Recovery, PMP, Software Documentation, Integration, ERP, SharePoint
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2012
Giant Eagle Executive Leadership Series
Duquesne University 2010 — 2010
Giant Eagle Emerging Women Leaders
Giant Eagle, Inc. June 2015 - Present
BusinessForward October 2013 - June 2015
Bank of New York Mellon January 2013 - October 2013
Giant Eagle January 2007 - January 2013
Giant Eagle 1997 - 2009
Giant Eagle April 2006 - January 2007
Giant Eagle January 2001 - April 2006
Skills
Retail, Merchandising, Vendor Management, Process Improvement, Business Analysis, Project Planning, Project Management, Portfolio Management, Customer Oriented, Grocery, Cross-functional Team..., Strategic Roadmaps, SDLC, Building Relationships, Project Portfolio..., Inventory Management, Business Process..., IT Strategy, Budgets, Team Leadership, Product Management, Change Management, Program Management, Management, Pricing, Business Process, Software Project..., Leadership, Forecasting, Analysis, Business Intelligence, Requirements Analysis, Supply Chain Management, Supply Chain, Strategy, Sales, Talent Management, CRM, Time Management, Coaching, Visio, Business Requirements, Analytics, PMO, Disaster Recovery, PMP, Software Documentation, Integration, ERP, SharePoint
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2012
Giant Eagle Executive Leadership Series
Duquesne University 2010 — 2010
Giant Eagle Emerging Women Leaders
Kim Mangan, PMP, CRISC Kim Mangan, PMP, CRISC's Bank of New York Mellon Experience May 2008 - May 2013
Job Managing Director, Corporate Senior Information Risk Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
PMI Pittsburgh January 2010 - December 2013
Bank of New York Mellon May 2008 - May 2013
Management Science Associates 2006 - 2008
Union Bank of California August 2000 - March 2006
Union Bank of California June 1998 - September 2000
Union Bank of California September 1992 - June 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Continuity, Business Process, Business Process..., Business Strategy, CRM, Cash Management, Change Management, Cross-functional Team..., Enterprise Risk..., Finance, Financial Analysis, Financial Services, Governance, IT Strategy, Integration, Leadership, MS Project, Management, Non-profit Board..., Operations Management, PMO, PMP, Payments, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Relationship Management, Requirements Analysis, Risk Management, Sales, Software Project..., Strategic Planning, Team Building, Team Leadership, Vendor Management, Visio, Non-profit Volunteer
Education
University of Phoenix, San Diego 1998 — 1999
MBA
California State Polytechnic University-Pomona 1990 — 1992
BS, Multi-National Corporate Finance
BNY Mellon May 2013 - Present
PMI Pittsburgh January 2010 - December 2013
Bank of New York Mellon May 2008 - May 2013
Management Science Associates 2006 - 2008
Union Bank of California August 2000 - March 2006
Union Bank of California June 1998 - September 2000
Union Bank of California September 1992 - June 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Continuity, Business Process, Business Process..., Business Strategy, CRM, Cash Management, Change Management, Cross-functional Team..., Enterprise Risk..., Finance, Financial Analysis, Financial Services, Governance, IT Strategy, Integration, Leadership, MS Project, Management, Non-profit Board..., Operations Management, PMO, PMP, Payments, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Relationship Management, Requirements Analysis, Risk Management, Sales, Software Project..., Strategic Planning, Team Building, Team Leadership, Vendor Management, Visio, Non-profit Volunteer
Education
University of Phoenix, San Diego 1998 — 1999
MBA
California State Polytechnic University-Pomona 1990 — 1992
BS, Multi-National Corporate Finance
Douglas Tienken's Bank of New York Mellon Experience October 2006 - December 2008
Job Director, at Citi
Industry Banking
Experience
Citi July 2011 - Present
Goldman Sachs September 2009 - May 2011
Bank of New York Mellon October 2006 - December 2008
JPMorgan Chase January 2002 - October 2006
Citibank December 1999 - January 2002
Citibank September 1995 - December 1999
First Chicago April 1994 - September 1995
Skills
Corporate Trust, Fixed Income, Securities, Financial Markets, Financial Services, Financial Institutions, Structured Finance, Bonds, Capital Markets, Derivatives, Hedge Funds, Relationship Management, Securitization, Structured Products
Education
Butler University 1983 — 1987
BS, Business Administration
Citi July 2011 - Present
Goldman Sachs September 2009 - May 2011
Bank of New York Mellon October 2006 - December 2008
JPMorgan Chase January 2002 - October 2006
Citibank December 1999 - January 2002
Citibank September 1995 - December 1999
First Chicago April 1994 - September 1995
Skills
Corporate Trust, Fixed Income, Securities, Financial Markets, Financial Services, Financial Institutions, Structured Finance, Bonds, Capital Markets, Derivatives, Hedge Funds, Relationship Management, Securitization, Structured Products
Education
Butler University 1983 — 1987
BS, Business Administration
Joel Speyer Joel Speyer's Bank of New York Mellon Experience July 2008 - November 2008
Job Seeking employment
Industry Accounting
Experience
Columbus Public Schools August 2011 - Present
Bank of New York Mellon July 2008 - November 2008
MidOcean Partners November 2005 - July 2008
GMG Capital Partners November 2001 - November 2005
PricewaterhouseCoopers January 1998 - October 2001
Skills
Event Planning, Higher Education, Curriculum Design, Non-profits, Staff Development, Teaching, K-12, Fundraising, Financial Modeling, Technology Integration, Microsoft Excel, Curriculum Development, Public Speaking, Adult Education, Educational Leadership, Educational Technology, Nonprofits, Student Affairs, Leadership, Microsoft Office, Editing
Education
Capital University 2009 — 2011
non-degree program to obtain license, Education
The Ohio State University 1987 — 1992
Bachelor of Science, Business Administration - Accounting
Columbus Public Schools August 2011 - Present
Bank of New York Mellon July 2008 - November 2008
MidOcean Partners November 2005 - July 2008
GMG Capital Partners November 2001 - November 2005
PricewaterhouseCoopers January 1998 - October 2001
Skills
Event Planning, Higher Education, Curriculum Design, Non-profits, Staff Development, Teaching, K-12, Fundraising, Financial Modeling, Technology Integration, Microsoft Excel, Curriculum Development, Public Speaking, Adult Education, Educational Leadership, Educational Technology, Nonprofits, Student Affairs, Leadership, Microsoft Office, Editing
Education
Capital University 2009 — 2011
non-degree program to obtain license, Education
The Ohio State University 1987 — 1992
Bachelor of Science, Business Administration - Accounting
Marina Shostak Marina Shostak's Bank of New York Mellon Experience April 2002 - May 2005
Job PMP
Industry Banking
Experience
Citi Smith Barney January 2008 - September 2009
Citi Smith Barney August 2005 - December 2007
Bank of New York Mellon April 2002 - May 2005
Deutsche Bank August 1999 - April 2002
Education
New York University 2010 — 2010
Professional Certificate in Business Project Management
Brandeis University 1994 — 1998
Citi Smith Barney January 2008 - September 2009
Citi Smith Barney August 2005 - December 2007
Bank of New York Mellon April 2002 - May 2005
Deutsche Bank August 1999 - April 2002
Education
New York University 2010 — 2010
Professional Certificate in Business Project Management
Brandeis University 1994 — 1998
Franz Garcia Franz Garcia's Bank of New York Mellon Experience 2009 - 2009
Job Microsoft Implementation Consultant at Logicalis, Inc.
Industry Computer Software
Experience
Logicalis, Inc. September 2014 - Present
TEKsystems January 2012 - February 2013
American Cancer Society 2013 - 2013
American Cancer Society 2013 - 2013
American Cancer Society 2013 - 2013
Discover Financial Services April 2011 - January 2012
Kirkland & Ellis LLP May 2010 - May 2011
BNY Mellon Pittsburgh May 2009 - June 2010
The Computer Merchant LLC at Hyatt Hotels Corp client site September 2008 - January 2009
Bank of New York Mellon 2009 - 2009
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Graduate Certificate Information Security
California Polytechnic State University-San Luis Obispo 1993 — 1995
Keller Graduate School of Management of DeVry University
Graduate
Logicalis, Inc. September 2014 - Present
TEKsystems January 2012 - February 2013
American Cancer Society 2013 - 2013
American Cancer Society 2013 - 2013
American Cancer Society 2013 - 2013
Discover Financial Services April 2011 - January 2012
Kirkland & Ellis LLP May 2010 - May 2011
BNY Mellon Pittsburgh May 2009 - June 2010
The Computer Merchant LLC at Hyatt Hotels Corp client site September 2008 - January 2009
Bank of New York Mellon 2009 - 2009
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Graduate Certificate Information Security
California Polytechnic State University-San Luis Obispo 1993 — 1995
Keller Graduate School of Management of DeVry University
Graduate
Michelle LaBastie's Bank of New York Mellon Experience May 2011 - May 2012
Job Unit Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
BNY Mellon May 2012 - July 2014
Bank of New York Mellon May 2011 - May 2012
BNY Mellon March 2008 - May 2011
Skills
Transfer Agency, Microsoft Excel, PowerPoint, Microsoft Office, Client Presentation, Microsoft Word, Financial Services, Mutual Funds, Lotus Notes, Finance, Financial Reporting, Process Improvement, Outlook, Data Analysis, Project Management, Training, Banking, Management, Customer Service
Education
Bridgewater State University
Bachelors Degree, Business Management
BNY Mellon July 2014 - Present
BNY Mellon May 2012 - July 2014
Bank of New York Mellon May 2011 - May 2012
BNY Mellon March 2008 - May 2011
Skills
Transfer Agency, Microsoft Excel, PowerPoint, Microsoft Office, Client Presentation, Microsoft Word, Financial Services, Mutual Funds, Lotus Notes, Finance, Financial Reporting, Process Improvement, Outlook, Data Analysis, Project Management, Training, Banking, Management, Customer Service
Education
Bridgewater State University
Bachelors Degree, Business Management
Nathaniel Waldron Nathaniel Waldron's Bank of New York Mellon Experience September 2009 - March 2011
Job US Pricing and Revenue Control Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon August 2014 - August 2015
BNY Mellon June 2014 - August 2015
BNY Mellon September 2012 - June 2014
BNY Mellon March 2011 - September 2012
Bank of New York Mellon September 2009 - March 2011
McKesson July 2009 - September 2009
Skills
Banking, Customer Service, Account Reconciliation, Accounting, Finance, Accounts Receivable, IFRS, Financial Analysis, Financial Reporting, Portfolio Management, Sarbanes-Oxley Act, Access, General Ledger, Risk Management, Microsoft Excel, Payroll, Financial Accounting, Budgets, Internal Audit, Process Improvement, PowerPoint, Microsoft Word, Outlook, Auditing, Internal Controls, Variance Analysis
Education
Point Park University 2010 — 2012
MBA, Management Track
Bowling Green State University 2005 — 2010
BSBA, Accounting
BNY Mellon September 2015 - Present
BNY Mellon August 2014 - August 2015
BNY Mellon June 2014 - August 2015
BNY Mellon September 2012 - June 2014
BNY Mellon March 2011 - September 2012
Bank of New York Mellon September 2009 - March 2011
McKesson July 2009 - September 2009
Skills
Banking, Customer Service, Account Reconciliation, Accounting, Finance, Accounts Receivable, IFRS, Financial Analysis, Financial Reporting, Portfolio Management, Sarbanes-Oxley Act, Access, General Ledger, Risk Management, Microsoft Excel, Payroll, Financial Accounting, Budgets, Internal Audit, Process Improvement, PowerPoint, Microsoft Word, Outlook, Auditing, Internal Controls, Variance Analysis
Education
Point Park University 2010 — 2012
MBA, Management Track
Bowling Green State University 2005 — 2010
BSBA, Accounting
Jeff Garavanian Jeff Garavanian's Bank of New York Mellon Experience February 2000 - November 2008
Job Senior Vice President at Banc of California
Industry Financial Services
Experience
Banc of California July 2013 - Present
1st Enterprise Bank August 2012 - July 2013
Community Bank July 2010 - August 2012
US Bank November 2008 - July 2010
Bank of New York Mellon February 2000 - November 2008
US Trust Bank May 1999 - February 2000
Fleet Bank June 1992 - May 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Portfolio Management, Finance, Mergers & Acquisitions, Asset Based Lending, Deposits, Private Banking, Management, Commercial Real Estate, Small Business Lending, Banking, Commercial Mortgages, Lines Of Credit, Investments, Loan Origination, Cash Management, Treasury Management, SBA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
Master of Science, Finance
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration, Finance
Banc of California July 2013 - Present
1st Enterprise Bank August 2012 - July 2013
Community Bank July 2010 - August 2012
US Bank November 2008 - July 2010
Bank of New York Mellon February 2000 - November 2008
US Trust Bank May 1999 - February 2000
Fleet Bank June 1992 - May 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Portfolio Management, Finance, Mergers & Acquisitions, Asset Based Lending, Deposits, Private Banking, Management, Commercial Real Estate, Small Business Lending, Banking, Commercial Mortgages, Lines Of Credit, Investments, Loan Origination, Cash Management, Treasury Management, SBA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
Master of Science, Finance
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration, Finance
Eve (Atley) McGivern, CBAP Eve (Atley) McGivern, CBAP's Bank of New York Mellon Experience June 2007 - June 2011
Job Business Systems Consultant at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon May 2014 - Present
PNC May 2013 - May 2014
PNC July 2011 - May 2013
Bank of New York Mellon June 2007 - June 2011
Northrop Grumman Information Technology October 2006 - May 2007
University of Pittsburgh June 2005 - October 2006
WOW Corporation May 2003 - August 2005
Universal SmartComp May 2004 - July 2005
Carnegie Learning June 2003 - October 2003
Tribune-Review Publishing (Pittsburghlive.com) November 2002 - May 2003
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, SDLC, Business Intelligence, Requirements Gathering, SQL, SharePoint, Systems Analysis, Software Documentation, OBIEE, Databases, JavaScript, Business Requirements, User Acceptance Testing, Quality Assurance, Web Development, Visio, Web Applications, HTML, Unix, Analysis, Microsoft Office, Software Quality..., MySQL, Usability, Data Analysis, Requirements..., Business Objects, Business Intelligence..., Customer Support, Data Mapping, Web & Print Design, Photoshop, Project Management, Computer maintenance, OOP, Web Design, DOORS, Vendor relations, PHP, Mac OS X, Macintosh Applications, Macintosh hardware, Linux server..., Testing, ERP, Application Lifecycle...
Education
Calvin College 1993 — 1997
BA, Art
Calvin College 1993 — 1997
BA, Communications Arts and Sciences
Siena Heights University 1989 — 1991
Art
Marshall High School 1985 — 1989
Art
BNY Mellon May 2014 - Present
PNC May 2013 - May 2014
PNC July 2011 - May 2013
Bank of New York Mellon June 2007 - June 2011
Northrop Grumman Information Technology October 2006 - May 2007
University of Pittsburgh June 2005 - October 2006
WOW Corporation May 2003 - August 2005
Universal SmartComp May 2004 - July 2005
Carnegie Learning June 2003 - October 2003
Tribune-Review Publishing (Pittsburghlive.com) November 2002 - May 2003
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, SDLC, Business Intelligence, Requirements Gathering, SQL, SharePoint, Systems Analysis, Software Documentation, OBIEE, Databases, JavaScript, Business Requirements, User Acceptance Testing, Quality Assurance, Web Development, Visio, Web Applications, HTML, Unix, Analysis, Microsoft Office, Software Quality..., MySQL, Usability, Data Analysis, Requirements..., Business Objects, Business Intelligence..., Customer Support, Data Mapping, Web & Print Design, Photoshop, Project Management, Computer maintenance, OOP, Web Design, DOORS, Vendor relations, PHP, Mac OS X, Macintosh Applications, Macintosh hardware, Linux server..., Testing, ERP, Application Lifecycle...
Education
Calvin College 1993 — 1997
BA, Art
Calvin College 1993 — 1997
BA, Communications Arts and Sciences
Siena Heights University 1989 — 1991
Art
Marshall High School 1985 — 1989
Art
Nicholas Granata's Bank of New York Mellon Experience May 2008 - June 2015
Job US Sales, Alternative Investments at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services June 2015 - Present
Bank of New York Mellon May 2008 - June 2015
Goldman, Sachs & Co. March 2000 - May 2008
Teradyne June 1997 - March 2000
Skills
Private Equity, Equities, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Investments, Asset Management, Financial Services, Derivatives
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science, Finance and Operations & Strategic Management
Wells Fargo Global Fund Services June 2015 - Present
Bank of New York Mellon May 2008 - June 2015
Goldman, Sachs & Co. March 2000 - May 2008
Teradyne June 1997 - March 2000
Skills
Private Equity, Equities, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Investments, Asset Management, Financial Services, Derivatives
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science, Finance and Operations & Strategic Management
Brian Buzzelli Brian Buzzelli's Bank of New York Mellon Experience December 2003 - July 2007
Job SVP, Head of Data Governance at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management July 2015 - Present
Nomura Securities June 2012 - June 2015
Thomson Reuters June 2009 - June 2012
Thomson Reuters July 2007 - June 2012
Bank of New York Mellon December 2003 - July 2007
Access Data January 1998 - December 2003
Federated Investors November 1995 - December 1997
Union Switch & Signal 1991 - 1994
Skills
Reference Data, Equity Valuation, Fixed Income Products, Asset Pricing, Enterprise Risk..., Financial Accounting, Fund Administration, Outsourcing, Portfolio Management, investment management, Corporate Actions, evaluated pricing, enterprise data..., CRM, Enterprise Software, Financial Services, Fixed Income, Investment Management, Market Data, Strategy, Valuation
Education
University of Pittsburgh - Katz 1994 — 1996
MS
University of Pittsburgh - Katz 1992 — 1994
MBA
Carnegie Mellon University 1989 — 1991
BS
Acadian Asset Management July 2015 - Present
Nomura Securities June 2012 - June 2015
Thomson Reuters June 2009 - June 2012
Thomson Reuters July 2007 - June 2012
Bank of New York Mellon December 2003 - July 2007
Access Data January 1998 - December 2003
Federated Investors November 1995 - December 1997
Union Switch & Signal 1991 - 1994
Skills
Reference Data, Equity Valuation, Fixed Income Products, Asset Pricing, Enterprise Risk..., Financial Accounting, Fund Administration, Outsourcing, Portfolio Management, investment management, Corporate Actions, evaluated pricing, enterprise data..., CRM, Enterprise Software, Financial Services, Fixed Income, Investment Management, Market Data, Strategy, Valuation
Education
University of Pittsburgh - Katz 1994 — 1996
MS
University of Pittsburgh - Katz 1992 — 1994
MBA
Carnegie Mellon University 1989 — 1991
BS
JEAN K CELESTIN's Bank of New York Mellon Experience April 2006 - Present
Job FINANCIAL SPECIALIST at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon April 2006 - Present
Skills
Equities, Fixed Income, Financial Services, Microsoft Excel, Customer Service, Asset Management, Financial Analysis, Accounting, Microsoft Office
Education
Cambridge College 2001 — 2002
Master's degree in business management, Management
INTERNATIONAL COLLEGE 1998 — 2002
BS, BUSINESS ADMINISTRATION
Bank of New York Mellon April 2006 - Present
Skills
Equities, Fixed Income, Financial Services, Microsoft Excel, Customer Service, Asset Management, Financial Analysis, Accounting, Microsoft Office
Education
Cambridge College 2001 — 2002
Master's degree in business management, Management
INTERNATIONAL COLLEGE 1998 — 2002
BS, BUSINESS ADMINISTRATION
Jerome Frierson, J.D. Jerome Frierson, J.D.'s Bank of New York Mellon Experience October 2007 - October 2008
Job AML Compliance Analyst at JPMorgan Chase & Co.
Industry Law Practice
Experience
JPMorgan Chase & Co. January 2015 - Present
Orleans Parish Criminal District Court August 2013 - April 2014
U.S. Equal Employment Opportunity Commission May 2013 - August 2013
Bronx County District Attorney Office June 2012 - August 2012
Belkin, Burden, Wenig & Goldman LLP April 2010 - July 2011
Bank of New York Mellon October 2007 - October 2008
Martha Stewart Living Omnimedia June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Legal Research, Research, Legal Writing, Lexis, Microsoft Excel, Litigation, Criminal Law, Leadership, Courts, Nonprofits, Legal Issues, Spanish, Policy, Policy Analysis, Political Science, Analysis, Legal Documents, Trials, LexisNexis, USA PATRIOT Act, KYC, Anti Money Laundering, Due Diligence, Bank Secrecy Act, OFAC, Regulatory Compliance, Mantas, World Check
Education
Tulane University Law School 2011 — 2014
Juris Doctor (J.D.)
Brandeis University 2003 — 2007
Bachelor's, Political Science
University of Cape Town 2006 — 2006
Semester Study Abroad, African History; Politics
Christopher Columbus H.S. 1996 — 2003
Regents Diploma with Merit, Math and Science Institute, 3.8 GPA; Graduated Top 2%
JPMorgan Chase & Co. January 2015 - Present
Orleans Parish Criminal District Court August 2013 - April 2014
U.S. Equal Employment Opportunity Commission May 2013 - August 2013
Bronx County District Attorney Office June 2012 - August 2012
Belkin, Burden, Wenig & Goldman LLP April 2010 - July 2011
Bank of New York Mellon October 2007 - October 2008
Martha Stewart Living Omnimedia June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Legal Research, Research, Legal Writing, Lexis, Microsoft Excel, Litigation, Criminal Law, Leadership, Courts, Nonprofits, Legal Issues, Spanish, Policy, Policy Analysis, Political Science, Analysis, Legal Documents, Trials, LexisNexis, USA PATRIOT Act, KYC, Anti Money Laundering, Due Diligence, Bank Secrecy Act, OFAC, Regulatory Compliance, Mantas, World Check
Education
Tulane University Law School 2011 — 2014
Juris Doctor (J.D.)
Brandeis University 2003 — 2007
Bachelor's, Political Science
University of Cape Town 2006 — 2006
Semester Study Abroad, African History; Politics
Christopher Columbus H.S. 1996 — 2003
Regents Diploma with Merit, Math and Science Institute, 3.8 GPA; Graduated Top 2%
Kabaker, Erez Kabaker, Erez's Bank of New York Mellon Experience May 2008 - Present
Job Portfolio Officer at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon May 2008 - Present
Indymac Bank October 2005 - April 2007
Countrywide Bank November 2004 - September 2005
Skills
Reuters - Thomson One, Bloomberg, Sungard - Frontier, Credit, Loans, Portfolio Management, Investments, Mutual Funds, Business Development, Analysis, Insurance, Loan Origination, Mortgage Lending, Alternative Investments, Wealth Management, Asset Management, Fixed Income, Securities
Education
California State University-Northridge 2007 — 2010
MBA, Finance
University of California, Santa Barbara 1999 — 2004
BA, History and Film
Stephen S Wise
Bank of New York Mellon May 2008 - Present
Indymac Bank October 2005 - April 2007
Countrywide Bank November 2004 - September 2005
Skills
Reuters - Thomson One, Bloomberg, Sungard - Frontier, Credit, Loans, Portfolio Management, Investments, Mutual Funds, Business Development, Analysis, Insurance, Loan Origination, Mortgage Lending, Alternative Investments, Wealth Management, Asset Management, Fixed Income, Securities
Education
California State University-Northridge 2007 — 2010
MBA, Finance
University of California, Santa Barbara 1999 — 2004
BA, History and Film
Stephen S Wise
Eric Lokker's Bank of New York Mellon Experience July 2005 - August 2008
Job FP&A Manager at Direct Energy
Industry Oil & Energy
Experience
Direct Energy January 2015 - Present
Direct Energy October 2012 - January 2015
Vinson and Elkins August 2011 - April 2012
Sterling Bank September 2010 - August 2011
Invesco Ltd. February 2010 - September 2010
Bank of New York Mellon July 2005 - August 2008
JPMorgan Chase November 2002 - July 2005
United States Naval Reserve 1983 - 2003
JPMorgan Chase July 2000 - November 2002
Chase Manhattan Bank 1997 - 2000
Skills
Cash Management, Treasury, Process Improvement, Financial Analysis, Financial Modeling, Strategy, Forecasting, Capital Markets, Essbase, Management, Budgets, Structured Finance, Program Management, Treasury Management, Due Diligence, Investments, Change Management, Portfolio Management, Mergers, Analysis, Product Management, Business Development, Strategic Planning, Mergers & Acquisitions, Executive Management, Cash Flow, Financial Reporting, Strategic Financial..., Leadership, Banking, Finance, Financial Services, Project Management, Risk Management, Business Process, Internal Audit, CRM, Analytics, Credit, SAP, Corporate Finance, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Electives in Strategy and Finance
California State Polytechnic University-Pomona 1987 — 1991
BS, Finance, Real Estate and Law
University of Houston, C.T. Bauer College of Business
Accounting
Direct Energy January 2015 - Present
Direct Energy October 2012 - January 2015
Vinson and Elkins August 2011 - April 2012
Sterling Bank September 2010 - August 2011
Invesco Ltd. February 2010 - September 2010
Bank of New York Mellon July 2005 - August 2008
JPMorgan Chase November 2002 - July 2005
United States Naval Reserve 1983 - 2003
JPMorgan Chase July 2000 - November 2002
Chase Manhattan Bank 1997 - 2000
Skills
Cash Management, Treasury, Process Improvement, Financial Analysis, Financial Modeling, Strategy, Forecasting, Capital Markets, Essbase, Management, Budgets, Structured Finance, Program Management, Treasury Management, Due Diligence, Investments, Change Management, Portfolio Management, Mergers, Analysis, Product Management, Business Development, Strategic Planning, Mergers & Acquisitions, Executive Management, Cash Flow, Financial Reporting, Strategic Financial..., Leadership, Banking, Finance, Financial Services, Project Management, Risk Management, Business Process, Internal Audit, CRM, Analytics, Credit, SAP, Corporate Finance, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Electives in Strategy and Finance
California State Polytechnic University-Pomona 1987 — 1991
BS, Finance, Real Estate and Law
University of Houston, C.T. Bauer College of Business
Accounting
Vikram Jetti's Bank of New York Mellon Experience November 2010 - September 2011
Job Analyst at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2015 - Present
Santander Consumer USA Inc. July 2014 - January 2015
Santander Consumer USA Inc. September 2013 - July 2014
Capital One December 2011 - July 2013
Bank of New York Mellon November 2010 - September 2011
Bank of New York Mellon May 2008 - August 2010
Wachovia Securities June 2006 - December 2007
Credit Suisse First Boston May 2005 - August 2005
Skills
Analysis, Derivatives, Financial Analysis, Strategy, Investments, Loans, Financial Structuring, Financial Modeling, Bloomberg, Valuation, Fixed Income, Mortgage Lending, Capital Markets, Equities, Portfolio Management, Securitization, Investment Banking, Business Analysis, Risk Management, Asset Management, Hedge Funds, Data Analysis, Corporate Finance, Banking, Credit Risk
Education
Carnegie Mellon University 2002 — 2006
BS
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS
Highland Capital Management, L.P. February 2015 - Present
Santander Consumer USA Inc. July 2014 - January 2015
Santander Consumer USA Inc. September 2013 - July 2014
Capital One December 2011 - July 2013
Bank of New York Mellon November 2010 - September 2011
Bank of New York Mellon May 2008 - August 2010
Wachovia Securities June 2006 - December 2007
Credit Suisse First Boston May 2005 - August 2005
Skills
Analysis, Derivatives, Financial Analysis, Strategy, Investments, Loans, Financial Structuring, Financial Modeling, Bloomberg, Valuation, Fixed Income, Mortgage Lending, Capital Markets, Equities, Portfolio Management, Securitization, Investment Banking, Business Analysis, Risk Management, Asset Management, Hedge Funds, Data Analysis, Corporate Finance, Banking, Credit Risk
Education
Carnegie Mellon University 2002 — 2006
BS
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS
Terrence Manning's Bank of New York Mellon Experience July 2007 - Present
Job Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Bank of New York Mellon July 2007 - Present
Standish Mellon Asset Management August 2005 - July 2007
State Street January 2004 - August 2005
State Street September 2000 - January 2004
Skills
Fund Administration, Fund Accounting, Fixed Income, Corporate Trust, Bloomberg, Mutual Funds, Global Custody, Equities, Securities, Hedge Funds, Derivatives, Advent
Education
Bridgewater State College
JPMorgan Chase January 2014 - Present
Bank of New York Mellon July 2007 - Present
Standish Mellon Asset Management August 2005 - July 2007
State Street January 2004 - August 2005
State Street September 2000 - January 2004
Skills
Fund Administration, Fund Accounting, Fixed Income, Corporate Trust, Bloomberg, Mutual Funds, Global Custody, Equities, Securities, Hedge Funds, Derivatives, Advent
Education
Bridgewater State College
Anna Kirsch's Bank of New York Mellon Experience December 2007 - January 2008
Job Marketing and Merchandising Manager, North Atlantic at organicgirl
Industry Consumer Goods
Experience
organicgirl April 2013 - Present
FreshDirect March 2012 - April 2013
NYU Langone Medical Center October 2010 - March 2012
MedTera October 2009 - October 2010
Limited Brands 2010 - 2010
Eisai June 2009 - August 2009
Honest Tea May 2008 - May 2009
Bank of New York Mellon December 2007 - January 2008
Bank of New York Mellon May 2007 - August 2007
Abercrombie & Fitch June 2006 - May 2007
Skills
PowerPoint, Marketing, Direct Marketing, Strategy, Social Skills, Microsoft Excel, Competitive Analysis, Microsoft Word, Social Media Marketing, Cross-functional Team..., Public Relations, Product Development, Microsoft Office, Management, CRM, Leadership
Education
Boston University - School of Management 2006 — 2009
Bachelor of Science, Management - Marketing
Paramus High School 2002 — 2006
organicgirl April 2013 - Present
FreshDirect March 2012 - April 2013
NYU Langone Medical Center October 2010 - March 2012
MedTera October 2009 - October 2010
Limited Brands 2010 - 2010
Eisai June 2009 - August 2009
Honest Tea May 2008 - May 2009
Bank of New York Mellon December 2007 - January 2008
Bank of New York Mellon May 2007 - August 2007
Abercrombie & Fitch June 2006 - May 2007
Skills
PowerPoint, Marketing, Direct Marketing, Strategy, Social Skills, Microsoft Excel, Competitive Analysis, Microsoft Word, Social Media Marketing, Cross-functional Team..., Public Relations, Product Development, Microsoft Office, Management, CRM, Leadership
Education
Boston University - School of Management 2006 — 2009
Bachelor of Science, Management - Marketing
Paramus High School 2002 — 2006
Dan Holstrom Dan Holstrom's Bank of New York Mellon Experience 1997 - 1999
Job Principal at my own consulting company
Industry Financial Services
Experience
My own consulting company September 2014 - Present
ACI Worldwide June 2013 - August 2014
Citi August 2011 - June 2013
Bank of America October 2010 - May 2011
Wachovia, A Wells Fargo Company 1999 - 2010
Wachvoia Bank 1999 - 2008
Bank of New York Mellon 1997 - 1999
Skills
Marketing, Financial Services, Retail Banking, Integration, Product Management, Leadership, International Trade, Supply Chain, New Business Development, Sales, Banking, Business Analysis, Letters of Credit, Cash Management, Management, Product Development, Trading, Capital Markets, Risk Management, Financial Analysis
Education
California State University-Chico 1974 — 1976
BA, Business - Psychology
American College of Switzerland 1968 — 1969
AA, Physics and Psychology
My own consulting company September 2014 - Present
ACI Worldwide June 2013 - August 2014
Citi August 2011 - June 2013
Bank of America October 2010 - May 2011
Wachovia, A Wells Fargo Company 1999 - 2010
Wachvoia Bank 1999 - 2008
Bank of New York Mellon 1997 - 1999
Skills
Marketing, Financial Services, Retail Banking, Integration, Product Management, Leadership, International Trade, Supply Chain, New Business Development, Sales, Banking, Business Analysis, Letters of Credit, Cash Management, Management, Product Development, Trading, Capital Markets, Risk Management, Financial Analysis
Education
California State University-Chico 1974 — 1976
BA, Business - Psychology
American College of Switzerland 1968 — 1969
AA, Physics and Psychology
Don Rosenberg Don Rosenberg's Bank of New York Mellon Experience October 2010 - February 2011
Job Knowledgent
Industry Financial Services
Experience
Knowledgent May 2015 - Present
Quinn Emanuel Urqhard & Sullivan, LLP October 2014 - Present
IGATE Technologies April 2014 - May 2015
LiquidHub, Inc. July 2011 - February 2014
Capco February 2011 - June 2011
Bank of New York Mellon October 2010 - February 2011
Adeptyx Consulting November 2009 - September 2010
Cutter Associates January 2008 - October 2009
Deutsche Bank January 2003 - December 2007
Lewtan January 2000 - December 2002
Skills
Capital Markets, Derivatives, Fixed Income, Financial Markets, Portfolio Management, Risk Management, Equities, Investments, Collateral Management, Loans, Product Management, Financial Transactions, Asset Management, Hedge Funds, Trading, Structured Products, Investment Banking, Cash Management, Securities, FX, Structured Finance, Business Analysis, Bonds, Risk, Valuation, Treasury Management, Commodities, Bloomberg, Back Office, Trading Systems, Vendor Management, Wealth Management, Alternative Investments, Banking, ABS, Swaps, Money Market, Management Consulting, Options, Settlement, Emerging Markets, Credit Risk, Project Management, Order Management, Financial Services, Project Portfolio..., Market Data, Credit Derivatives, SDLC, Interest Rate...
Education
Bryant College 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Bryant University 1974 — 1978
BSBA, Computer Science
Knowledgent May 2015 - Present
Quinn Emanuel Urqhard & Sullivan, LLP October 2014 - Present
IGATE Technologies April 2014 - May 2015
LiquidHub, Inc. July 2011 - February 2014
Capco February 2011 - June 2011
Bank of New York Mellon October 2010 - February 2011
Adeptyx Consulting November 2009 - September 2010
Cutter Associates January 2008 - October 2009
Deutsche Bank January 2003 - December 2007
Lewtan January 2000 - December 2002
Skills
Capital Markets, Derivatives, Fixed Income, Financial Markets, Portfolio Management, Risk Management, Equities, Investments, Collateral Management, Loans, Product Management, Financial Transactions, Asset Management, Hedge Funds, Trading, Structured Products, Investment Banking, Cash Management, Securities, FX, Structured Finance, Business Analysis, Bonds, Risk, Valuation, Treasury Management, Commodities, Bloomberg, Back Office, Trading Systems, Vendor Management, Wealth Management, Alternative Investments, Banking, ABS, Swaps, Money Market, Management Consulting, Options, Settlement, Emerging Markets, Credit Risk, Project Management, Order Management, Financial Services, Project Portfolio..., Market Data, Credit Derivatives, SDLC, Interest Rate...
Education
Bryant College 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Bryant University 1974 — 1978
BSBA, Computer Science
Arielle Gradman Berlin Arielle Gradman Berlin's Bank of New York Mellon Experience 2006 - 2008
Job Office of the General Counsel at PwC
Industry Law Practice
Experience
PwC November 2013 - Present
The Forefront Law Group January 2012 - October 2013
Bank of New York Mellon 2006 - 2008
Dahlman Rose & Co. June 2005 - September 2006
Morgan, Lewis & Bockius LLP 1998 - 2005
Skills
Securities Regulation, Legal Research, Corporate Law, Legal Writing, Due Diligence, Mergers, Corporate Governance, Securities, Westlaw, Legal Assistance, Professional..., Career Counseling
Education
The George Washington University Law School 1995 — 1998
JD
Brandeis University 1991 — 1995
BA, History
PwC November 2013 - Present
The Forefront Law Group January 2012 - October 2013
Bank of New York Mellon 2006 - 2008
Dahlman Rose & Co. June 2005 - September 2006
Morgan, Lewis & Bockius LLP 1998 - 2005
Skills
Securities Regulation, Legal Research, Corporate Law, Legal Writing, Due Diligence, Mergers, Corporate Governance, Securities, Westlaw, Legal Assistance, Professional..., Career Counseling
Education
The George Washington University Law School 1995 — 1998
JD
Brandeis University 1991 — 1995
BA, History
Marcel Counts's Bank of New York Mellon Experience April 2014 - Present
Job Mortgage Document Custody Supervisor at Bank of New York Mellon
Industry Real Estate
Experience
Bank of New York Mellon April 2014 - Present
Wingspan Portfolio Advisors January 2011 - Present
T-System July 2000 - June 2010
T-System July 2000 - June 2010
Health Receivables Inc. (HRI) March 1993 - July 2000
Skills
Medical Coding, Healthcare, Medical Records, Microsoft Office, Software Documentation, HL7, CPT, Coaching, Hospitals, Healthcare Management, Epic Systems, Research, ICD-9, Meditech, 10 Key, CPOE, Healthcare Information..., Healthcare Industry, Revenue Cycle, EHR, Time Management, Invoicing, HIPAA, EMR, Team Building, Microsoft Excel, Healthcare Consulting, Insurance, Call Centers, Process Improvement, PeopleSoft, Leadership, Microsoft Word, Spreadsheets, CRM, Training, Access, Visio, Outlook, Medicare, Informatics, Physicians, Benefits Administration, Lotus Notes, Employee Benefits
Education
Brookhaven Community College 2009 — 2010
Medical Coding
Northlake Community College 2007 — 2008
Real Estate
DeVry Institute of Technoloby 1988 — 1991
BA, Business Administration
United States Navy 1985 — 1988
Tellecommunication
Bank of New York Mellon April 2014 - Present
Wingspan Portfolio Advisors January 2011 - Present
T-System July 2000 - June 2010
T-System July 2000 - June 2010
Health Receivables Inc. (HRI) March 1993 - July 2000
Skills
Medical Coding, Healthcare, Medical Records, Microsoft Office, Software Documentation, HL7, CPT, Coaching, Hospitals, Healthcare Management, Epic Systems, Research, ICD-9, Meditech, 10 Key, CPOE, Healthcare Information..., Healthcare Industry, Revenue Cycle, EHR, Time Management, Invoicing, HIPAA, EMR, Team Building, Microsoft Excel, Healthcare Consulting, Insurance, Call Centers, Process Improvement, PeopleSoft, Leadership, Microsoft Word, Spreadsheets, CRM, Training, Access, Visio, Outlook, Medicare, Informatics, Physicians, Benefits Administration, Lotus Notes, Employee Benefits
Education
Brookhaven Community College 2009 — 2010
Medical Coding
Northlake Community College 2007 — 2008
Real Estate
DeVry Institute of Technoloby 1988 — 1991
BA, Business Administration
United States Navy 1985 — 1988
Tellecommunication
Ed DeMaio, PMP Ed DeMaio, PMP's Bank of New York Mellon Experience August 1990 - November 1996
Job Project Manager/ Program Analyst at Wyle
Industry Financial Services
Experience
Wyle October 2013 - Present
Modus Operandi 2012 - 2012
Fidelity Investments July 2011 - October 2011
Barclays Capital May 2010 - August 2010
Depository Trust and Clearing Corporation (DTCC) Shared Services November 1997 - August 2008
Bankers Trust November 1996 - September 1997
Bank of New York Mellon August 1990 - November 1996
Skills
SDLC, PMP, Project Management, Analysis, Oracle, Testing, PMO, Access, Project Planning, Leadership, SQL, Microsoft SQL Server, Business Analysis, Business Process...
Education
Brookdale Community College 2009 — 2009
PMP, Project Management
State University of New York College at Brockport
Bachelor of Science, Business Administration and Computer Science
Wyle October 2013 - Present
Modus Operandi 2012 - 2012
Fidelity Investments July 2011 - October 2011
Barclays Capital May 2010 - August 2010
Depository Trust and Clearing Corporation (DTCC) Shared Services November 1997 - August 2008
Bankers Trust November 1996 - September 1997
Bank of New York Mellon August 1990 - November 1996
Skills
SDLC, PMP, Project Management, Analysis, Oracle, Testing, PMO, Access, Project Planning, Leadership, SQL, Microsoft SQL Server, Business Analysis, Business Process...
Education
Brookdale Community College 2009 — 2009
PMP, Project Management
State University of New York College at Brockport
Bachelor of Science, Business Administration and Computer Science
H.C. Michael Lee's Bank of New York Mellon Experience June 2012 - August 2012
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
Bank of New York Mellon June 2012 - August 2012
Boston University July 2010 - June 2012
Skills
Microsoft Excel, Economics, Finance, Financial Analysis, Data Analysis, PowerPoint, Bloomberg Terminal, Financial Modeling, Fixed Income, Python, Statistics, Stata, Social Media Marketing, Access, Microsoft Word, Microsoft Office, SPSS, US Treasuries, Investment Management, High Yield, FactSet
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree
Bronx High School of Science 2006 — 2010
High School Diploma
Bank of America Merrill Lynch June 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
Bank of New York Mellon June 2012 - August 2012
Boston University July 2010 - June 2012
Skills
Microsoft Excel, Economics, Finance, Financial Analysis, Data Analysis, PowerPoint, Bloomberg Terminal, Financial Modeling, Fixed Income, Python, Statistics, Stata, Social Media Marketing, Access, Microsoft Word, Microsoft Office, SPSS, US Treasuries, Investment Management, High Yield, FactSet
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree
Bronx High School of Science 2006 — 2010
High School Diploma
Jessica Robinson Jessica Robinson's Bank of New York Mellon Experience August 2007 - October 2011
Job Accountant II at FM Global
Industry Accounting
Experience
FM Global September 2015 - Present
FM Global September 2013 - Present
Bank of New York Mellon August 2007 - October 2011
Best Buy April 2004 - July 2007
Skills
Accounting, Customer Service, Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, US GAAP, Data Entry, Account Reconciliation, Journal Entries, SAP, Writing, Sales, Financial Modeling, Microsoft Office, Access, PowerPoint, Data Analysis, Great Plains Software, MS Project, Project Management, Lotus Notes, Consolidation, SAP ERP, QuickBooks, Microsoft Dynamics, Mutual Funds, Multi Tasking, Organization, Legal Compliance, Dividends, Pricing, Merchandising, Illustrator, Mac, PeopleSoft, Adobe LiveCycle Designer, Finance
Education
Bryant University 2011 — 2012
Masters, Accounting
Rhode Island College 2007 — 2011
B.S, Accounting
Coventry High School
FM Global September 2015 - Present
FM Global September 2013 - Present
Bank of New York Mellon August 2007 - October 2011
Best Buy April 2004 - July 2007
Skills
Accounting, Customer Service, Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, US GAAP, Data Entry, Account Reconciliation, Journal Entries, SAP, Writing, Sales, Financial Modeling, Microsoft Office, Access, PowerPoint, Data Analysis, Great Plains Software, MS Project, Project Management, Lotus Notes, Consolidation, SAP ERP, QuickBooks, Microsoft Dynamics, Mutual Funds, Multi Tasking, Organization, Legal Compliance, Dividends, Pricing, Merchandising, Illustrator, Mac, PeopleSoft, Adobe LiveCycle Designer, Finance
Education
Bryant University 2011 — 2012
Masters, Accounting
Rhode Island College 2007 — 2011
B.S, Accounting
Coventry High School
Anthony Eng, CPA Anthony Eng, CPA's Bank of New York Mellon Experience May 2008 - August 2008
Job Senior Financial Analyst at Disney Consumer Products
Industry Accounting
Experience
Disney Consumer Products May 2015 - Present
Disney Interactive March 2013 - May 2015
Disney Consumer Products May 2011 - March 2013
Disney Interactive Media Group January 2011 - June 2011
Disney Consumer Products June 2010 - January 2011
Topwinner Transportation February 2010 - April 2010
Bank of New York Mellon May 2008 - August 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston University Questrom School of Business 2005 — 2009
Business Administration, Accounting
San Marino High School 2001 — 2005
Disney Consumer Products May 2015 - Present
Disney Interactive March 2013 - May 2015
Disney Consumer Products May 2011 - March 2013
Disney Interactive Media Group January 2011 - June 2011
Disney Consumer Products June 2010 - January 2011
Topwinner Transportation February 2010 - April 2010
Bank of New York Mellon May 2008 - August 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston University Questrom School of Business 2005 — 2009
Business Administration, Accounting
San Marino High School 2001 — 2005
Patrick Sand's Bank of New York Mellon Experience December 2006 - December 2009
Job VP, Distributed Developer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2009 - Present
Bank of New York Mellon December 2006 - December 2009
Swarming Solutions May 2005 - December 2009
Health Market Science, Inc. January 2003 - April 2005
Mantas April 2001 - October 2002
USinternetworking 1999 - 2001
MCI / Worldcomm 1993 - 1999
Skills
Analytics, Management, Start-ups, Oracle, Sybase, SDLC, Databases, Quality Assurance, Enterprise Architecture, IT Management, Leadership, Architecture, Portfolio Management, Architectures, Business Analysis, Distributed Systems, Strategic Planning, Project Management
Education
Carnegie Mellon University 1987 — 1987
Engineering: Control Theory
University of Maryland College Park 1974 — 1977
MA, Applied Math
University of Maryland College Park 1970 — 1974
BS with Honors, Applied Math
BNY Mellon December 2009 - Present
Bank of New York Mellon December 2006 - December 2009
Swarming Solutions May 2005 - December 2009
Health Market Science, Inc. January 2003 - April 2005
Mantas April 2001 - October 2002
USinternetworking 1999 - 2001
MCI / Worldcomm 1993 - 1999
Skills
Analytics, Management, Start-ups, Oracle, Sybase, SDLC, Databases, Quality Assurance, Enterprise Architecture, IT Management, Leadership, Architecture, Portfolio Management, Architectures, Business Analysis, Distributed Systems, Strategic Planning, Project Management
Education
Carnegie Mellon University 1987 — 1987
Engineering: Control Theory
University of Maryland College Park 1974 — 1977
MA, Applied Math
University of Maryland College Park 1970 — 1974
BS with Honors, Applied Math
Carl Guerin, CFA's Bank of New York Mellon Experience October 2006 - May 2008
Job Vice President, Equity Research Analyst The Boston Company
Industry Investment Management
Experience
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
Charlie Hsieh's Bank of New York Mellon Experience July 2008 - Present
Job Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2008 - Present
Cohen & Steers April 2007 - June 2008
AIG November 2004 - April 2007
Skills
Equities, Fixed Income, Bloomberg, Asset Managment, Mutual Funds
Education
Brandeis University 2000 — 2004
Bank of New York Mellon July 2008 - Present
Cohen & Steers April 2007 - June 2008
AIG November 2004 - April 2007
Skills
Equities, Fixed Income, Bloomberg, Asset Managment, Mutual Funds
Education
Brandeis University 2000 — 2004
Richard Moreau's Bank of New York Mellon Experience January 2007 - September 2013
Job Vice President and Relationship Manager
Industry Financial Services
Experience
Bank of New York Mellon January 2007 - September 2013
Masonic Grand Lodge of California January 2005 - December 2006
Strategic Investment Solutions 2002 - 2005
Barclays Global Investors 2000 - 2001
State Street 1995 - 2000
Skills
Asset Management, Financial Services, Securities, Portfolio Management, Fixed Income, Mutual Funds, Equities, Investments, Derivatives, Asset Allocation, Relationship Management, Series 7, Capital Markets, Hedge Funds, Business Development, Global Custody, Alternative Investments, Banking, Asset Managment
Education
Boston College
Bank of New York Mellon January 2007 - September 2013
Masonic Grand Lodge of California January 2005 - December 2006
Strategic Investment Solutions 2002 - 2005
Barclays Global Investors 2000 - 2001
State Street 1995 - 2000
Skills
Asset Management, Financial Services, Securities, Portfolio Management, Fixed Income, Mutual Funds, Equities, Investments, Derivatives, Asset Allocation, Relationship Management, Series 7, Capital Markets, Hedge Funds, Business Development, Global Custody, Alternative Investments, Banking, Asset Managment
Education
Boston College
Marie Artus's Bank of New York Mellon Experience 2008 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Citi January 2011 - Present
Bank of New York Mellon 2008 - Present
Merrill Lynch July 2006 - April 2008
Education
Brooklyn Law School 2002 — 2005
Citi January 2011 - Present
Bank of New York Mellon 2008 - Present
Merrill Lynch July 2006 - April 2008
Education
Brooklyn Law School 2002 — 2005
Mario Scollo's Bank of New York Mellon Experience 2006 - Present
Job VP at BNY Mellon
Industry Banking
Experience
Bank of New York Mellon 2006 - Present
American Management Association/AMA 2002 - 2006
Federal Farm Credit Funding Corporation November 1994 - December 2001
Skills
Change Management, Equities, Fund Accounting, Financial Risk, Fixed Income, Fund Administration, Prime Brokerage, Mutual Funds, Process Improvement, Alternative Investments, Trading, Portfolio Management, SDLC, Financial Analysis, Derivatives, PMO, Asset Management, Banking, Financial Services, Securities, FX Options, Risk Management, Project Management, Trading Systems, Vendor Management, Project Portfolio..., Bloomberg, Investments, Capital Markets, Business Analysis, Asset Managment, Hedge Funds, Investment Banking, Middle Office, Valuation, Budgets, Global Custody
Education
Capella University
MS, Adult Learning and Education
Saint John's University
MBA, Finance
Bank of New York Mellon 2006 - Present
American Management Association/AMA 2002 - 2006
Federal Farm Credit Funding Corporation November 1994 - December 2001
Skills
Change Management, Equities, Fund Accounting, Financial Risk, Fixed Income, Fund Administration, Prime Brokerage, Mutual Funds, Process Improvement, Alternative Investments, Trading, Portfolio Management, SDLC, Financial Analysis, Derivatives, PMO, Asset Management, Banking, Financial Services, Securities, FX Options, Risk Management, Project Management, Trading Systems, Vendor Management, Project Portfolio..., Bloomberg, Investments, Capital Markets, Business Analysis, Asset Managment, Hedge Funds, Investment Banking, Middle Office, Valuation, Budgets, Global Custody
Education
Capella University
MS, Adult Learning and Education
Saint John's University
MBA, Finance
Jason Daniels's Bank of New York Mellon Experience September 2005 - August 2007
Job Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2015 - Present
Putnam Investments December 2012 - March 2015
Putnam Investments August 2007 - December 2012
Bank of New York Mellon September 2005 - August 2007
Skills
Fixed Income, VBA, Access, Excel, Bloomberg, Barclays Point, Vision, SQL, Data Analysis, Investments, Analytics, Microsoft Excel, Financial Analysis
Education
Brandeis International Business School 2010 — 2011
Masters of Science, Finance
University of Rhode Island 2000 — 2004
BS & BA, Economics & Psychology
Wellington Management March 2015 - Present
Putnam Investments December 2012 - March 2015
Putnam Investments August 2007 - December 2012
Bank of New York Mellon September 2005 - August 2007
Skills
Fixed Income, VBA, Access, Excel, Bloomberg, Barclays Point, Vision, SQL, Data Analysis, Investments, Analytics, Microsoft Excel, Financial Analysis
Education
Brandeis International Business School 2010 — 2011
Masters of Science, Finance
University of Rhode Island 2000 — 2004
BS & BA, Economics & Psychology
Diana Yarmovich's Bank of New York Mellon Experience May 2006 - March 2007
Job Senior Analyst Strategy and New Business Development at Avon
Industry Retail
Experience
Avon February 2015 - Present
Avon February 2014 - February 2015
The Children's Place August 2013 - February 2014
Duke University Fuqua School of Business August 2011 - May 2013
Lowe's Home Improvement June 2012 - August 2012
KPMG April 2007 - July 2011
Bank of New York Mellon May 2006 - March 2007
Skills
Corporate Finance, Accounting, Data Analysis, Financial Reporting, Due Diligence, Bloomberg, Auditing, Financial Accounting, Blogging, Financial Analysis, Hedge Funds, Financial Services, Strategy, Analysis, Strategic Financial..., Finance, Asset Management
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Financial Analysis and Management
Brandeis University 2001 — 2005
BA, Economics (Major), International Business (Minor)
Avon February 2015 - Present
Avon February 2014 - February 2015
The Children's Place August 2013 - February 2014
Duke University Fuqua School of Business August 2011 - May 2013
Lowe's Home Improvement June 2012 - August 2012
KPMG April 2007 - July 2011
Bank of New York Mellon May 2006 - March 2007
Skills
Corporate Finance, Accounting, Data Analysis, Financial Reporting, Due Diligence, Bloomberg, Auditing, Financial Accounting, Blogging, Financial Analysis, Hedge Funds, Financial Services, Strategy, Analysis, Strategic Financial..., Finance, Asset Management
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Financial Analysis and Management
Brandeis University 2001 — 2005
BA, Economics (Major), International Business (Minor)
Dolores Ortiz's Bank of New York Mellon Experience September 2009 - November 2014
Job JustAStart YouthBuild Program Director
Industry Nonprofit Organization Management
Experience
Just-A-Start Corporation March 2015 - Present
Match Education November 2014 - March 2015
Bank of New York Mellon September 2009 - November 2014
Year Up July 2008 - September 2009
Organization for a New Equality 2002 - 2007
Skills
Youth Development, Fundraising, Non-profits, Community Outreach, Microsoft Word, Nonprofits, Program Management, Program Development, Social Media, Grant Writing, Volunteer Management, Community Development, Grants, Philanthropy, Program Evaluation, Workshop Facilitation
Education
Boston University 2010 — 2012
Master's, Macro Social Work
Simmons College 2003 — 2008
Bachelor's degree, Sociology and Africana Studies
Just-A-Start Corporation March 2015 - Present
Match Education November 2014 - March 2015
Bank of New York Mellon September 2009 - November 2014
Year Up July 2008 - September 2009
Organization for a New Equality 2002 - 2007
Skills
Youth Development, Fundraising, Non-profits, Community Outreach, Microsoft Word, Nonprofits, Program Management, Program Development, Social Media, Grant Writing, Volunteer Management, Community Development, Grants, Philanthropy, Program Evaluation, Workshop Facilitation
Education
Boston University 2010 — 2012
Master's, Macro Social Work
Simmons College 2003 — 2008
Bachelor's degree, Sociology and Africana Studies
Megan Bovat's Bank of New York Mellon Experience August 2006 - May 2008
Job Associate Fund Accounting at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2008 - Present
Bank of New York Mellon August 2006 - May 2008
Investors Bank and Trust August 2004 - August 2006
Education
Bryant University 2000 — 2004
Central High School
Goldman Sachs May 2008 - Present
Bank of New York Mellon August 2006 - May 2008
Investors Bank and Trust August 2004 - August 2006
Education
Bryant University 2000 — 2004
Central High School
Deana Moruzzi's Bank of New York Mellon Experience July 2010 - April 2012
Job Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
Bank of New York Mellon July 2010 - April 2012
Bank of New York Mellon June 2010 - April 2012
Bank of New York Mellon June 2009 - June 2010
EF Financial May 2006 - February 2010
Suffolk University 2004 - 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Accounting, Public Speaking, Financial Analysis, Data Analysis, Social Media, Finance
Education
Suffolk University 2004 — 2008
Bachelor of Science (B.S.), Finance, Entrepreneurship
Boston University
CFP
BNY Mellon April 2012 - Present
Bank of New York Mellon July 2010 - April 2012
Bank of New York Mellon June 2010 - April 2012
Bank of New York Mellon June 2009 - June 2010
EF Financial May 2006 - February 2010
Suffolk University 2004 - 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Accounting, Public Speaking, Financial Analysis, Data Analysis, Social Media, Finance
Education
Suffolk University 2004 — 2008
Bachelor of Science (B.S.), Finance, Entrepreneurship
Boston University
CFP
Brian Lord's Bank of New York Mellon Experience April 2000 - November 2004
Job Director at Citibank Agency & Trust
Industry Banking
Experience
Citibank Agency & Trust November 2004 - Present
Bank of New York Mellon April 2000 - November 2004
Deutsche Bank 1995 - 2000
Skills
Structured Products, Structured Finance, Securitization, Securities, Relationship Management, Portfolio Management, Financial Markets, ABS, Banking, Bonds, Capital Markets, Fixed Income, Hedge Funds, MBS, Residential Mortgages, Financial Services, Derivatives, Credit Derivatives, Credit, Commercial Banking
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1994
BA, Business Finance
Citibank Agency & Trust November 2004 - Present
Bank of New York Mellon April 2000 - November 2004
Deutsche Bank 1995 - 2000
Skills
Structured Products, Structured Finance, Securitization, Securities, Relationship Management, Portfolio Management, Financial Markets, ABS, Banking, Bonds, Capital Markets, Fixed Income, Hedge Funds, MBS, Residential Mortgages, Financial Services, Derivatives, Credit Derivatives, Credit, Commercial Banking
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1994
BA, Business Finance
James J. Webb III's Bank of New York Mellon Experience September 1999 - March 2010
Job Project Manager Risk Architecture at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
Montgomery, Michaelle's Bank of New York Mellon Experience 2004 - 2006
Job Vice President at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. July 2006 - Present
Oppenheimer & Co. 2006 - Present
Bank of New York Mellon 2004 - 2006
Lazard Asset Management 2001 - 2004
Education
Cambridge College 1997 — 1999
MA, Management
Boston University 1983 — 1988
B.Sc., Professional Studies
Oppenheimer & Co. July 2006 - Present
Oppenheimer & Co. 2006 - Present
Bank of New York Mellon 2004 - 2006
Lazard Asset Management 2001 - 2004
Education
Cambridge College 1997 — 1999
MA, Management
Boston University 1983 — 1988
B.Sc., Professional Studies
Manos Diakoumakis's Bank of New York Mellon Experience 1994 - 1995
Job Human Resources Professional
Industry Human Resources
Experience
SCI July 2006 - Present
All Nippon Airways 2002 - July 2006
Marcus Evans 2000 - 2002
Andreae Vick Associates 1999 - 2000
American International Group 1997 - 1999
Development Dimensions International 1996 - 1997
Avon Products 1995 - 1996
Bank of New York Mellon 1994 - 1995
Skills
Employee Relations, Employee Benefits, Recruiting, Coaching, Talent Acquisition, Talent Management, Team Building, Organizational..., HRIS, Strategic Planning, Performance Management, Deferred Compensation, Customer Service, Employee Engagement, Benefits Administration, Human Resources, Succession Planning, Leadership, Management, Onboarding, HR Consulting, Interviews, Training, Personnel Management, Hiring, Leadership Development, Payroll, HR Policies, Labor Relations, FMLA
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Business
Columbia University in the City of New York 1994 — 1996
MA, Organizational Psychology
Boston University 1989 — 1993
BA, Psychology/Business
Chaminade High School 1986 — 1989
HS, College Prep
SCI July 2006 - Present
All Nippon Airways 2002 - July 2006
Marcus Evans 2000 - 2002
Andreae Vick Associates 1999 - 2000
American International Group 1997 - 1999
Development Dimensions International 1996 - 1997
Avon Products 1995 - 1996
Bank of New York Mellon 1994 - 1995
Skills
Employee Relations, Employee Benefits, Recruiting, Coaching, Talent Acquisition, Talent Management, Team Building, Organizational..., HRIS, Strategic Planning, Performance Management, Deferred Compensation, Customer Service, Employee Engagement, Benefits Administration, Human Resources, Succession Planning, Leadership, Management, Onboarding, HR Consulting, Interviews, Training, Personnel Management, Hiring, Leadership Development, Payroll, HR Policies, Labor Relations, FMLA
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Business
Columbia University in the City of New York 1994 — 1996
MA, Organizational Psychology
Boston University 1989 — 1993
BA, Psychology/Business
Chaminade High School 1986 — 1989
HS, College Prep
Parry Gosling's Bank of New York Mellon Experience June 1987 - November 2003
Job Debt Capital Markets at BlackRock
Industry Real Estate
Experience
BlackRock August 2014 - Present
Wells Fargo Bank July 2010 - July 2014
Wachovia Securities, LLC October 2006 - October 2010
Wachovia Securities October 2006 - February 2009
Cushman & Wakefield June 2004 - October 2006
Bank of New York Mellon June 1987 - November 2003
Skills
Asset Management, Corporate Real Estate, Real Estate Economics, Real Estate, Disposition, Commercial Real Estate, Portfolio Management, Investments, Commercial Mortgages, Investment Properties, Due Diligence, Financial Modeling
Education
New York University 1989 — 1992
MS, Real Estate
Boston University Questrom School of Business 1985 — 1987
MBA, Financee
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Deerfield Academy 1976 — 1979
BlackRock August 2014 - Present
Wells Fargo Bank July 2010 - July 2014
Wachovia Securities, LLC October 2006 - October 2010
Wachovia Securities October 2006 - February 2009
Cushman & Wakefield June 2004 - October 2006
Bank of New York Mellon June 1987 - November 2003
Skills
Asset Management, Corporate Real Estate, Real Estate Economics, Real Estate, Disposition, Commercial Real Estate, Portfolio Management, Investments, Commercial Mortgages, Investment Properties, Due Diligence, Financial Modeling
Education
New York University 1989 — 1992
MS, Real Estate
Boston University Questrom School of Business 1985 — 1987
MBA, Financee
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Deerfield Academy 1976 — 1979
Ron Miller, CFA CCTS's Bank of New York Mellon Experience 2004 - 2007
Job President, Trojan Fiduciary Services
Industry Investment Management
Experience
Trojan Fiduciary Services, Trojan Management Consulting and SoCal Capital Advisors LLC October 2014 - Present
BCC Capital Partners February 2013 - Present
Digital Media Group of Los Angeles 2008 - December 2014
Merrill Lynch May 2011 - February 2013
Shockwave Consulting Group 2009 - May 2011
Bank of New York Mellon 2004 - 2007
Industries International 2004 - 2004
Investment Banking and Management Consulting 1996 - 2004
Bank of America 1986 - 1996
Skills
Mergers, Start-ups, Strategic Planning, Risk Management, Process Improvement, Business Strategy, Acquisition Integration, Venture Capital, Corporate Finance, Financial Analysis, Financial Modeling, Executive Management, Restructuring, Strategy, Mergers & Acquisitions, Insurance, Business Development, Management, Business Process..., Private Equity, Program Management, Finance, Strategic Financial..., Financial Planning
Education
California State University-Fullerton 2014 — 2015
Certification as Professional Fiduciary
University of California, Los Angeles 2011 — 2011
Accounting Turnaround Management
University of California, Irvine 2010 — 2010
Effective Board Leadership Program
University of California, Los Angeles 2006 — 2008
Accounting
University of Southern California - Marshall School of Business 1993 — 1995
Business Administration: Finance & Marketing
University of Southern California 1982 — 1986
Electrical Engineering
Trojan Fiduciary Services, Trojan Management Consulting and SoCal Capital Advisors LLC October 2014 - Present
BCC Capital Partners February 2013 - Present
Digital Media Group of Los Angeles 2008 - December 2014
Merrill Lynch May 2011 - February 2013
Shockwave Consulting Group 2009 - May 2011
Bank of New York Mellon 2004 - 2007
Industries International 2004 - 2004
Investment Banking and Management Consulting 1996 - 2004
Bank of America 1986 - 1996
Skills
Mergers, Start-ups, Strategic Planning, Risk Management, Process Improvement, Business Strategy, Acquisition Integration, Venture Capital, Corporate Finance, Financial Analysis, Financial Modeling, Executive Management, Restructuring, Strategy, Mergers & Acquisitions, Insurance, Business Development, Management, Business Process..., Private Equity, Program Management, Finance, Strategic Financial..., Financial Planning
Education
California State University-Fullerton 2014 — 2015
Certification as Professional Fiduciary
University of California, Los Angeles 2011 — 2011
Accounting Turnaround Management
University of California, Irvine 2010 — 2010
Effective Board Leadership Program
University of California, Los Angeles 2006 — 2008
Accounting
University of Southern California - Marshall School of Business 1993 — 1995
Business Administration: Finance & Marketing
University of Southern California 1982 — 1986
Electrical Engineering
Karen Tam's Bank of New York Mellon Experience June 2007 - September 2007
Job
Industry Financial Services
Experience
Angelo, Gordon & Co. January 2015 - Present
ICON Investments January 2014 - December 2014
ICON Investments May 2012 - January 2014
Euro Pacific Capital May 2010 - May 2012
Creative Financial Staffing October 2007 - April 2010
Bank of New York Mellon June 2007 - September 2007
Skills
Email Marketing, Graphic Design, Online Marketing, Direct Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Lead Generation, Database Marketing, Event Planning, Vendor Management, Alternative Investments, Presentation Design, Financial Services, BDCs, CRM, Social Networking, Analytics, Microsoft Excel, Finance, Marketing
Education
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting
Boston Latin School 1997 — 2003
Angelo, Gordon & Co. January 2015 - Present
ICON Investments January 2014 - December 2014
ICON Investments May 2012 - January 2014
Euro Pacific Capital May 2010 - May 2012
Creative Financial Staffing October 2007 - April 2010
Bank of New York Mellon June 2007 - September 2007
Skills
Email Marketing, Graphic Design, Online Marketing, Direct Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Lead Generation, Database Marketing, Event Planning, Vendor Management, Alternative Investments, Presentation Design, Financial Services, BDCs, CRM, Social Networking, Analytics, Microsoft Excel, Finance, Marketing
Education
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting
Boston Latin School 1997 — 2003
Samantha Raspat's Bank of New York Mellon Experience February 2011 - March 2014
Job Senior LOB Risk Specialist, Enterprise Third Party Assurance at PNC
Industry Accounting
Experience
PNC September 2015 - Present
PNC March 2014 - September 2015
Bank of New York Mellon February 2011 - March 2014
Schneider Downs August 2007 - February 2011
Education
Utica College 2015 — 2016
Graduate Certificate, Financial Crime Investigation
Carlow University 2014 — 2015
Master of Science (M.S.), Fraud and Forensics
Washington & Jefferson College 2003 — 2007
Bachelor of Arts (B.A.), Accounting
PNC September 2015 - Present
PNC March 2014 - September 2015
Bank of New York Mellon February 2011 - March 2014
Schneider Downs August 2007 - February 2011
Education
Utica College 2015 — 2016
Graduate Certificate, Financial Crime Investigation
Carlow University 2014 — 2015
Master of Science (M.S.), Fraud and Forensics
Washington & Jefferson College 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Jay Martin's Bank of New York Mellon Experience 1998 - 2006
Job Managing Director at Citi
Industry Financial Services
Tara (Arison) Moore's Bank of New York Mellon Experience March 2008 - Present
Job Relationship Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon March 2008 - Present
First Franklin May 2000 - September 2007
Education
California University of Pennsylvania
Bank of New York Mellon March 2008 - Present
First Franklin May 2000 - September 2007
Education
California University of Pennsylvania
Erica Blair's Bank of New York Mellon Experience August 2007 - Present
Job at
Industry Banking
Experience
BNY Mellon October 2013 - Present
Bank of New York Mellon August 2007 - Present
Skills
Banking, Investments, MBS, Financial Markets, Corporate Trust, Financial Modeling, Fixed Income
Education
California State University-Fullerton 1999 — 2008
BNY Mellon October 2013 - Present
Bank of New York Mellon August 2007 - Present
Skills
Banking, Investments, MBS, Financial Markets, Corporate Trust, Financial Modeling, Fixed Income
Education
California State University-Fullerton 1999 — 2008
Gerard Boelstler's Bank of New York Mellon Experience May 2008 - July 2008
Job GTR Operations Specialist
Industry Computer Software
Experience
Instinet Incorporated December 2012 - Present
Instinet Incorporated October 2008 - December 2012
Bank of New York Mellon May 2008 - July 2008
Banc of America Securities June 2000 - January 2008
Skills
Equity Trading, Series 7, Trading, Electronic Trading, Trading Systems, Business Relationship..., Financial Markets, Market Data, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
B.S, Business Administration
Instinet Incorporated December 2012 - Present
Instinet Incorporated October 2008 - December 2012
Bank of New York Mellon May 2008 - July 2008
Banc of America Securities June 2000 - January 2008
Skills
Equity Trading, Series 7, Trading, Electronic Trading, Trading Systems, Business Relationship..., Financial Markets, Market Data, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
B.S, Business Administration
Cathy Blount's Bank of New York Mellon Experience August 1988 - April 2003
Job RESIDENTIAL LENDING OFFICER
Industry Financial Services
Experience
Department of Defense September 2009 - Present
Bank of New York Mellon August 1988 - April 2003
Education
Brookdale Community College 1985 — 1987
associates, finance
Department of Defense September 2009 - Present
Bank of New York Mellon August 1988 - April 2003
Education
Brookdale Community College 1985 — 1987
associates, finance
Judith Vicks Sweet CFA's Bank of New York Mellon Experience July 1983 - July 1984
Job President, Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services October 1988 - Present
Marine Midland Bank July 1984 - October 1988
Bank of New York Mellon July 1983 - July 1984
Education
Bucknell University 1978 — 1982
BA, Economics
UFA
UFA
Strategic Financial Services October 1988 - Present
Marine Midland Bank July 1984 - October 1988
Bank of New York Mellon July 1983 - July 1984
Education
Bucknell University 1978 — 1982
BA, Economics
UFA
UFA
Clement Samson's Bank of New York Mellon Experience May 2014 - Present
Job VP Market Risk Technology at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon May 2014 - Present
Murex December 2013 - April 2014
Murex December 2012 - December 2013
Murex May 2011 - December 2012
Murex September 2006 - May 2011
Murex September 2005 - December 2006
Synagir September 2004 - September 2005
Skills
Derivatives, Fixed Income, FX Options, Risk Management, Equity Derivatives, Equities, Interest Rate..., Portfolio Management, Asset Management, Trading Systems, Hedge Funds, Financial Risk, Finance, Credit Risk, Middle Office, Strategy, Analysis, Management, Project Management, Economics, Business Development, Hedging, Market Risk, Dodd-Frank, Basel II, Basel III
Education
Brandeis University 2002 — 2004
Master, International Economics and Finance
DAUPHINE University 1998 — 2002
Master, International Economics
Bank of New York Mellon May 2014 - Present
Murex December 2013 - April 2014
Murex December 2012 - December 2013
Murex May 2011 - December 2012
Murex September 2006 - May 2011
Murex September 2005 - December 2006
Synagir September 2004 - September 2005
Skills
Derivatives, Fixed Income, FX Options, Risk Management, Equity Derivatives, Equities, Interest Rate..., Portfolio Management, Asset Management, Trading Systems, Hedge Funds, Financial Risk, Finance, Credit Risk, Middle Office, Strategy, Analysis, Management, Project Management, Economics, Business Development, Hedging, Market Risk, Dodd-Frank, Basel II, Basel III
Education
Brandeis University 2002 — 2004
Master, International Economics and Finance
DAUPHINE University 1998 — 2002
Master, International Economics
Justin Verdesca's Bank of New York Mellon Experience
Job Vice President at Bank of New York Mellon
Industry Investment Management
Experience
Bank of New York Mellon
Skills
Equities, Securities, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg, Banking, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Management, Investments, Risk Management, Asset Management
Education
Canisius College 1989 — 1991
Canisius College 1987 — 1989
Xavier 1987 — 1989
highschool
Xavier High School 1987 — 1989
Bank of New York Mellon
Skills
Equities, Securities, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg, Banking, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Management, Investments, Risk Management, Asset Management
Education
Canisius College 1989 — 1991
Canisius College 1987 — 1989
Xavier 1987 — 1989
highschool
Xavier High School 1987 — 1989
Cynthia Hopper's Bank of New York Mellon Experience March 2003 - May 2007
Job Accounting Specialist at Schopfer Architects LLC
Industry Executive Office
Experience
Schopfer Architects LLC February 2013 - Present
Beacon Federal July 2008 - August 2012
Tool & Die Magazine June 2008 - April 2011
GEOMAG USA, Inc. March 2008 - June 2008
Jack Venesky, CPA & Associates May 2007 - December 2007
Bank of New York Mellon March 2003 - May 2007
Skills
Accounting, Vendor Management, Administrative..., Customer Service, Budgets, Microsoft Office, Microsoft Excel, Organization, Coordinate Events, Administrative Support, PowerPoint, Computer Proficiency, Hands-on Training, Work well without..., Newsletters, Photoshop, InDesign, Financial Analysis, Strategic Planning, Financial Reporting, Business Planning, Analysis, Management, Spreadsheets, Training, Marketing, Internal Audit, QuickBooks, Sales, Banking, Access, Accounts Receivable, Finance, Account Reconciliation, Invoicing
Education
SUNY Empire State College
Bachelor of Science (BS), Accounting/Business/Management
Bryant & Stratton College 2004 — 2007
Associates of Occupational, Accounting & Business
Cicero High School 1978 — 1982
Certificate, Accounting & Business
Schopfer Architects LLC February 2013 - Present
Beacon Federal July 2008 - August 2012
Tool & Die Magazine June 2008 - April 2011
GEOMAG USA, Inc. March 2008 - June 2008
Jack Venesky, CPA & Associates May 2007 - December 2007
Bank of New York Mellon March 2003 - May 2007
Skills
Accounting, Vendor Management, Administrative..., Customer Service, Budgets, Microsoft Office, Microsoft Excel, Organization, Coordinate Events, Administrative Support, PowerPoint, Computer Proficiency, Hands-on Training, Work well without..., Newsletters, Photoshop, InDesign, Financial Analysis, Strategic Planning, Financial Reporting, Business Planning, Analysis, Management, Spreadsheets, Training, Marketing, Internal Audit, QuickBooks, Sales, Banking, Access, Accounts Receivable, Finance, Account Reconciliation, Invoicing
Education
SUNY Empire State College
Bachelor of Science (BS), Accounting/Business/Management
Bryant & Stratton College 2004 — 2007
Associates of Occupational, Accounting & Business
Cicero High School 1978 — 1982
Certificate, Accounting & Business
Griffiths Ayiteyfio's Bank of New York Mellon Experience September 1999 - Present
Job Snr. Accountant at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 1999 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, General Ledger, GAAP, Financial Accounting, Financial Statements, Variance Analysis, Accruals, Finance
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science (BS), Accounting
The University of Georgia
MBA, Finance and Financial Management Services
Bank of New York Mellon September 1999 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, General Ledger, GAAP, Financial Accounting, Financial Statements, Variance Analysis, Accruals, Finance
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science (BS), Accounting
The University of Georgia
MBA, Finance and Financial Management Services
A. John Wright's Bank of New York Mellon Experience 1987 - 1993
Job Portfolio Manager at Glenmede Trust
Industry Financial Services
Experience
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Don Lancaster's Bank of New York Mellon Experience March 2010 - Present
Job Managing Director at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon March 2010 - Present
Dechert LLP April 2005 - February 2009
Bowditch & Dewey, LLP August 2001 - December 2003
Goodwin Procter LLP September 1998 - August 2001
Seward & Kissel LLP April 1997 - August 1998
Skills
AML, Finance, Structured Products, Financial Regulation, Loan Origination, Securities Regulation, Capital Markets, Structured Finance, Securities, Due Diligence, Corporate Governance, Private Equity, Corporate Finance, Corporate Law, Mergers
Education
Boston University School of Law 2004 — 2005
LL.M., Banking, Finance and Securities Law
Boston University School of Law 1993 — 1996
J.D., Law
Trinity College Dublin 1987 — 1991
B.B.S., Business
Bank of New York Mellon March 2010 - Present
Dechert LLP April 2005 - February 2009
Bowditch & Dewey, LLP August 2001 - December 2003
Goodwin Procter LLP September 1998 - August 2001
Seward & Kissel LLP April 1997 - August 1998
Skills
AML, Finance, Structured Products, Financial Regulation, Loan Origination, Securities Regulation, Capital Markets, Structured Finance, Securities, Due Diligence, Corporate Governance, Private Equity, Corporate Finance, Corporate Law, Mergers
Education
Boston University School of Law 2004 — 2005
LL.M., Banking, Finance and Securities Law
Boston University School of Law 1993 — 1996
J.D., Law
Trinity College Dublin 1987 — 1991
B.B.S., Business
Lindsay Schluge's Bank of New York Mellon Experience May 2008 - August 2008
Job Account Executive at Blackbaud
Industry Computer Software
Experience
Blackbaud February 2015 - Present
Blackbaud June 2013 - March 2015
BNY Mellon June 2010 - March 2013
Menz Bonner and Komar LLP September 2009 - June 2010
Federal Home Loan Bank of Indianapolis June 2009 - September 2009
Bank of New York Mellon May 2008 - August 2008
Rolls-Royce North America June 2007 - August 2007
Skills
SaaS, Software Sales, Sales, CRM, Account Management, Real Estate, Investments, Financial Analysis, Marketing Strategy, Social Media Marketing, Event Planning
Education
Butler University
Bachelor of Science (B.S.), Finance
NYREI
New York Real Estate Salesperson
Roncalli High School
Blackbaud February 2015 - Present
Blackbaud June 2013 - March 2015
BNY Mellon June 2010 - March 2013
Menz Bonner and Komar LLP September 2009 - June 2010
Federal Home Loan Bank of Indianapolis June 2009 - September 2009
Bank of New York Mellon May 2008 - August 2008
Rolls-Royce North America June 2007 - August 2007
Skills
SaaS, Software Sales, Sales, CRM, Account Management, Real Estate, Investments, Financial Analysis, Marketing Strategy, Social Media Marketing, Event Planning
Education
Butler University
Bachelor of Science (B.S.), Finance
NYREI
New York Real Estate Salesperson
Roncalli High School
Nisan Bangiev's Bank of New York Mellon Experience October 2008 - July 2012
Job Oppenheimer
Industry Legal Services
Experience
Oppenheimer & Co. Inc. February 2015 - Present
Morgan Stanley September 2014 - February 2015
Morgan Stanley Wealth Management July 2012 - September 2014
Bank of New York Mellon October 2008 - July 2012
BDO Consulting 2007 - 2008
Skills
OFAC, AML, Sanction, Bank Secrecy Act, Due Diligence, Banking, Financial Institutions, Terrorist Financing, FinCEN, Transaction Processing, Litigation, Lexis, Anti Money Laundering, Fraud, Investigation, KYC, LexisNexis, Private Investigations, Program Management, Risk Management, Securities Regulation, USA PATRIOT Act
Education
Brooklyn Law School 2004 — 2007
JD, Law
New York University - Leonard N. Stern School of Business 1999 — 2003
Accounting and Finance
Oppenheimer & Co. Inc. February 2015 - Present
Morgan Stanley September 2014 - February 2015
Morgan Stanley Wealth Management July 2012 - September 2014
Bank of New York Mellon October 2008 - July 2012
BDO Consulting 2007 - 2008
Skills
OFAC, AML, Sanction, Bank Secrecy Act, Due Diligence, Banking, Financial Institutions, Terrorist Financing, FinCEN, Transaction Processing, Litigation, Lexis, Anti Money Laundering, Fraud, Investigation, KYC, LexisNexis, Private Investigations, Program Management, Risk Management, Securities Regulation, USA PATRIOT Act
Education
Brooklyn Law School 2004 — 2007
JD, Law
New York University - Leonard N. Stern School of Business 1999 — 2003
Accounting and Finance
Keith L. Murray's Bank of New York Mellon Experience September 2002 - April 2008
Job Senior Compliance Officer Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank May 2013 - Present
Wilmington Trust National Association April 2008 - April 2013
Bank of New York Mellon September 2002 - April 2008
Deutsche Bank 1996 - 2002
JPMorgan Chase 1990 - 1996
Bankers Trust 1987 - 1990
Bankers Trust 1987 - 1990
Skills
Risk Management, Management, Structured Finance, Corporate Law, Securities, Financial Services, Capital Markets, Banking, Due Diligence, Fixed Income, Finance, Investment Banking, Financial Risk
Education
Brooklyn Law School 1983 — 1987
Juris Doctor, Law
Fordham University 1978 — 1982
Bachelor of Arts (B.A.), History/Political Science
Standard Chartered Bank May 2013 - Present
Wilmington Trust National Association April 2008 - April 2013
Bank of New York Mellon September 2002 - April 2008
Deutsche Bank 1996 - 2002
JPMorgan Chase 1990 - 1996
Bankers Trust 1987 - 1990
Bankers Trust 1987 - 1990
Skills
Risk Management, Management, Structured Finance, Corporate Law, Securities, Financial Services, Capital Markets, Banking, Due Diligence, Fixed Income, Finance, Investment Banking, Financial Risk
Education
Brooklyn Law School 1983 — 1987
Juris Doctor, Law
Fordham University 1978 — 1982
Bachelor of Arts (B.A.), History/Political Science
Jordan Aquino's Bank of New York Mellon Experience July 2008 - April 2010
Job Director I, Advanced Analytics at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance May 2015 - September 2015
Liberty Mutual Insurance March 2014 - May 2015
Liberty Mutual Insurance November 2012 - February 2014
BNY Mellon November 2012 - November 2012
BNY Mellon May 2010 - October 2012
Bank of New York Mellon July 2008 - April 2010
Alexander & Baldwin, Inc. July 2006 - August 2006
R.M. Towill Corporation June 2005 - August 2005
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University
B.S.
Carnegie Mellon University
Add. Major
Kamehameha
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance May 2015 - September 2015
Liberty Mutual Insurance March 2014 - May 2015
Liberty Mutual Insurance November 2012 - February 2014
BNY Mellon November 2012 - November 2012
BNY Mellon May 2010 - October 2012
Bank of New York Mellon July 2008 - April 2010
Alexander & Baldwin, Inc. July 2006 - August 2006
R.M. Towill Corporation June 2005 - August 2005
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University
B.S.
Carnegie Mellon University
Add. Major
Kamehameha
Pat Stabler's Bank of New York Mellon Experience November 2013 - Present
Job VP, Manager of PM and Business Analysis at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon November 2013 - Present
Mellon 1993 - 2007
Education
Wheelock College 2005 — 2008
MS, Child & Family Studies, Family Support & Parenting Education
Boston University Questrom School of Business 1982 — 1984
MBA
Guilford College 1977 — 1978
B.A., English
Bank of New York Mellon November 2013 - Present
Mellon 1993 - 2007
Education
Wheelock College 2005 — 2008
MS, Child & Family Studies, Family Support & Parenting Education
Boston University Questrom School of Business 1982 — 1984
MBA
Guilford College 1977 — 1978
B.A., English
Danielle Mawlaoui's Bank of New York Mellon Experience February 1998 - February 2000
Job 1
Industry Apparel & Fashion
Experience
Danielle Napa May 2014 - Present
Danielle - San Francisco June 2003 - Present
ClassMonkeys.com February 2011 - 2013
Banc of America Securities 2000 - 2003
Bank of New York Mellon February 1998 - February 2000
Skills
Product Development, Entrepreneurship, Strategic Partnerships, Start-ups
Education
California State University-Los Angeles 1993 — 1997
Bachelor's degree, History
Danielle Napa May 2014 - Present
Danielle - San Francisco June 2003 - Present
ClassMonkeys.com February 2011 - 2013
Banc of America Securities 2000 - 2003
Bank of New York Mellon February 1998 - February 2000
Skills
Product Development, Entrepreneurship, Strategic Partnerships, Start-ups
Education
California State University-Los Angeles 1993 — 1997
Bachelor's degree, History
Eric Leech's Bank of New York Mellon Experience 2007 - Present
Job FVP at BNYMellon
Industry Financial Services
Experience
Bank of New York Mellon 2007 - Present
Mellon Financial 1982 - 2009
Equibank September 1989 - December 1990
Education
Carnegie Mellon University 1986 — 1988
Masters, Public Policy, Business
Robert Morris University 1978 — 1980
BSBA, Business, MIS
Westminster College (PA) 1976 — 1977
Business Management
Bank of New York Mellon 2007 - Present
Mellon Financial 1982 - 2009
Equibank September 1989 - December 1990
Education
Carnegie Mellon University 1986 — 1988
Masters, Public Policy, Business
Robert Morris University 1978 — 1980
BSBA, Business, MIS
Westminster College (PA) 1976 — 1977
Business Management
Brent Bulock's Bank of New York Mellon Experience February 2009 - March 2012
Job at
Industry Medical Devices
Experience
Medtronic September 2015 - Present
EMC July 2014 - Present
EMC April 2012 - July 2014
Bank of New York Mellon February 2009 - March 2012
JPMorgan Chase January 2008 - February 2009
JP Morgan 2008 - 2009
EMC 2007 - 2008
Skills
Portfolio Management, Finance, Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Equities, Management, Microsoft Excel, Financial Reporting, Investments, PowerPoint, Fixed Income, Leadership, Risk Management, Process Improvement
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance
Medtronic September 2015 - Present
EMC July 2014 - Present
EMC April 2012 - July 2014
Bank of New York Mellon February 2009 - March 2012
JPMorgan Chase January 2008 - February 2009
JP Morgan 2008 - 2009
EMC 2007 - 2008
Skills
Portfolio Management, Finance, Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Equities, Management, Microsoft Excel, Financial Reporting, Investments, PowerPoint, Fixed Income, Leadership, Risk Management, Process Improvement
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance
Andre Campbell's Bank of New York Mellon Experience June 2008 - August 2008
Job Senior Operations Specialist at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management June 2015 - Present
State Street Bank April 2014 - May 2015
State Street Bank June 2012 - April 2014
State Street Bank March 2011 - June 2012
State Street Bank July 2010 - March 2011
State Street Bank February 2009 - July 2010
University of Massachusetts Lowell August 2006 - December 2008
Bank of New York Mellon June 2008 - August 2008
Skills
Internal Controls, Fund Accounting, Microsoft Excel, Mutual Funds, Bloomberg, Accounting, Financial Analysis, Management, Finance, Corporate Actions, Securities, Internal Audit, Financial Services, Leadership, Process Improvement, Account Reconciliation, Customer Service, Financial Risk, Microsoft Word, Analysis, Fixed Income, Auditing, Team Leadership, Equities, Teamwork
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Bucknell University 2004 — 2005
Acadian Asset Management June 2015 - Present
State Street Bank April 2014 - May 2015
State Street Bank June 2012 - April 2014
State Street Bank March 2011 - June 2012
State Street Bank July 2010 - March 2011
State Street Bank February 2009 - July 2010
University of Massachusetts Lowell August 2006 - December 2008
Bank of New York Mellon June 2008 - August 2008
Skills
Internal Controls, Fund Accounting, Microsoft Excel, Mutual Funds, Bloomberg, Accounting, Financial Analysis, Management, Finance, Corporate Actions, Securities, Internal Audit, Financial Services, Leadership, Process Improvement, Account Reconciliation, Customer Service, Financial Risk, Microsoft Word, Analysis, Fixed Income, Auditing, Team Leadership, Equities, Teamwork
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Bucknell University 2004 — 2005
Wenly Nelson's Bank of New York Mellon Experience March 2008 - January 2014
Job Compliance Officer Vice President at BNY Mellon NA
Industry Banking
Experience
BNY Mellon NA January 2014 - Present
Bank of New York Mellon March 2008 - January 2014
PNC Bank NA 2003 - 2008
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Securities, Financial Services, Capital Markets, Bloomberg, Mutual Funds, Hedge Funds, Investment Banking, Asset Management, Risk Management, Investments, Anti Money Laundering, KYC, Banking, Wealth Management, Finance, Relationship Management
Education
Campbell University
BA, Political Science and Government
Duquesne University School of Law
Juris Doctor, Law
BNY Mellon NA January 2014 - Present
Bank of New York Mellon March 2008 - January 2014
PNC Bank NA 2003 - 2008
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Securities, Financial Services, Capital Markets, Bloomberg, Mutual Funds, Hedge Funds, Investment Banking, Asset Management, Risk Management, Investments, Anti Money Laundering, KYC, Banking, Wealth Management, Finance, Relationship Management
Education
Campbell University
BA, Political Science and Government
Duquesne University School of Law
Juris Doctor, Law
Gregory Kurlander's Bank of New York Mellon Experience June 2002 - September 2007
Job Controller Operations and Systems at AIG
Industry Insurance
Experience
AIG September 2007 - Present
Bank of New York Mellon June 2002 - September 2007
Bank of New York 2002 - 2007
The Keane Organization 1995 - 2002
Barclays 1991 - 1993
Merrill Lynch 1987 - 1992
Skills
Financial Risk, Risk Management, Financial Analysis, IT Strategy, Business Development, Process Improvement, Mergers, Accounting, Analysis, Analytics, Banking, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Services, Governance, Insurance, Internal Controls, Management, Managerial Finance, Mergers, Portfolio Management, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
Bucknell University 1969 — 1973
BS, Math
Temple University
ABD, Finance
University of Florida
MS Stat, Statistics
AIG September 2007 - Present
Bank of New York Mellon June 2002 - September 2007
Bank of New York 2002 - 2007
The Keane Organization 1995 - 2002
Barclays 1991 - 1993
Merrill Lynch 1987 - 1992
Skills
Financial Risk, Risk Management, Financial Analysis, IT Strategy, Business Development, Process Improvement, Mergers, Accounting, Analysis, Analytics, Banking, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Executive Management, Finance, Financial Modeling, Financial Reporting, Financial Services, Governance, Insurance, Internal Controls, Management, Managerial Finance, Mergers, Portfolio Management, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
Bucknell University 1969 — 1973
BS, Math
Temple University
ABD, Finance
University of Florida
MS Stat, Statistics
Daryl Mergenthal's Bank of New York Mellon Experience March 2006 - Present
Job VP Relationship Manager at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon March 2006 - Present
Wachovia Bank August 2001 - March 2006
Education
Butler University 1982 — 2010
B.S., Business Administration
Indiana University - Kelley School of Business
MBA, Marketing
Bank of New York Mellon March 2006 - Present
Wachovia Bank August 2001 - March 2006
Education
Butler University 1982 — 2010
B.S., Business Administration
Indiana University - Kelley School of Business
MBA, Marketing
Walter Baronowski III's Bank of New York Mellon Experience February 2008 - July 2008
Job Director/Founder at Baron Strategies Inc
Industry Financial Services
Experience
Baron Strategies Inc January 2008 - Present
Peak Futures Limited April 2010 - September 2011
Bank of New York Mellon February 2008 - July 2008
Brown Brothers Harriman April 2007 - February 2008
Skills
Alternative Investments, Investments, Hedge Funds, Financial Modeling, Equities, Private Equity, Asset Management, Valuation, Capital Markets, Fixed Income, Securities, Investment Banking, Financial Markets, Bloomberg, Portfolio Management
Education
New York University 2012 — 2013
Master of Science (MS), Global Finance
The Hong Kong University of Science and Technology 2012 — 2013
Master of Science (MS), Global Finance
Boston College 2002 — 2006
BA, Economics
Baron Strategies Inc January 2008 - Present
Peak Futures Limited April 2010 - September 2011
Bank of New York Mellon February 2008 - July 2008
Brown Brothers Harriman April 2007 - February 2008
Skills
Alternative Investments, Investments, Hedge Funds, Financial Modeling, Equities, Private Equity, Asset Management, Valuation, Capital Markets, Fixed Income, Securities, Investment Banking, Financial Markets, Bloomberg, Portfolio Management
Education
New York University 2012 — 2013
Master of Science (MS), Global Finance
The Hong Kong University of Science and Technology 2012 — 2013
Master of Science (MS), Global Finance
Boston College 2002 — 2006
BA, Economics
David Koundakjian, CTP's Bank of New York Mellon Experience 2007 - 2010
Job Experienced Financial Services Professional
Industry Banking
Experience
Bank of New York Mellon 2007 - 2010
Mellon Financial 2001 - 2007
Mellon Bank 1993 - 2001
Bank of Boston 1991 - 1993
Skills
Back Office, Global Custody, Securities, Corporate Actions, Financial Services, Equities, Mutual Funds, Fixed Income, FX Options, Cash Management, Business Analysis, Capital Markets, Banking, Risk Management, Financial Risk, Asset Management, SWIFT payments, Investment Banking, Trading Systems, Settlement, Financial Analysis, Bloomberg, Financial Markets, Derivatives, Bonds, Hedge Funds, Middle Office, Portfolio Management, Operational Risk, Investments, Private Banking, Relationship Management, Fund Accounting, Financial Institutions, Alternative Investments, Options, Credit Risk, Payments, FINRA, Credit Analysis, Currency, Commodity, Treasury, Operational Risk..., KYC, Foreign Exchange, Pension Funds, Treasury Management, AML, Trading
Education
Boston University Graduate School of Management
Masters Business Administration, Finance Concentration
Tufts University
Bachelor of Arts, International Relations
Bank of New York Mellon 2007 - 2010
Mellon Financial 2001 - 2007
Mellon Bank 1993 - 2001
Bank of Boston 1991 - 1993
Skills
Back Office, Global Custody, Securities, Corporate Actions, Financial Services, Equities, Mutual Funds, Fixed Income, FX Options, Cash Management, Business Analysis, Capital Markets, Banking, Risk Management, Financial Risk, Asset Management, SWIFT payments, Investment Banking, Trading Systems, Settlement, Financial Analysis, Bloomberg, Financial Markets, Derivatives, Bonds, Hedge Funds, Middle Office, Portfolio Management, Operational Risk, Investments, Private Banking, Relationship Management, Fund Accounting, Financial Institutions, Alternative Investments, Options, Credit Risk, Payments, FINRA, Credit Analysis, Currency, Commodity, Treasury, Operational Risk..., KYC, Foreign Exchange, Pension Funds, Treasury Management, AML, Trading
Education
Boston University Graduate School of Management
Masters Business Administration, Finance Concentration
Tufts University
Bachelor of Arts, International Relations
Greg Oneal's Bank of New York Mellon Experience March 2008 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wedbush Securities July 2011 - Present
Bank of New York Mellon March 2008 - February 2009
Bank of New York Mellon July 2004 - March 2008
AIG SunAmerica August 2003 - July 2004
AIG SunAmerica 1989 - 2003
Guardian Savings and Loan 1988 - 1989
Security Pacific National Bank 1986 - 1988
Skills
Analysis, Risk Management, Portfolio Management, Mutual Funds, Financial Analysis, Investments
Education
Bowling Green State University 1982 — 1986
Bachelor of Science, Business Administration
Wedbush Securities July 2011 - Present
Bank of New York Mellon March 2008 - February 2009
Bank of New York Mellon July 2004 - March 2008
AIG SunAmerica August 2003 - July 2004
AIG SunAmerica 1989 - 2003
Guardian Savings and Loan 1988 - 1989
Security Pacific National Bank 1986 - 1988
Skills
Analysis, Risk Management, Portfolio Management, Mutual Funds, Financial Analysis, Investments
Education
Bowling Green State University 1982 — 1986
Bachelor of Science, Business Administration
Danny Koukou's Bank of New York Mellon Experience December 1997 - Present
Job Technical Project Manager at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon December 1997 - Present
Merrill Lynch 1994 - December 1997
Skills
Endorsements, Disaster Recovery, SDLC, DB2, Infrastructure, Information Security, IT Strategy, Integration, Requirements Analysis, Business Intelligence, PMP, Unix, SharePoint, ITIL, Data Warehousing, Enterprise Architecture, Business Continuity, Vendor Management, Data Center, AIX, Software Project..., SQL, Visio, Market Data, Business Analysis, IT Management, Databases
Education
Boston University 1982 — 1986
BA, Computer Science
Boston University Questrom School of Business 1982 — 1986
BSBA, Business Administration
Bank of New York Mellon December 1997 - Present
Merrill Lynch 1994 - December 1997
Skills
Endorsements, Disaster Recovery, SDLC, DB2, Infrastructure, Information Security, IT Strategy, Integration, Requirements Analysis, Business Intelligence, PMP, Unix, SharePoint, ITIL, Data Warehousing, Enterprise Architecture, Business Continuity, Vendor Management, Data Center, AIX, Software Project..., SQL, Visio, Market Data, Business Analysis, IT Management, Databases
Education
Boston University 1982 — 1986
BA, Computer Science
Boston University Questrom School of Business 1982 — 1986
BSBA, Business Administration
Richard Storey's Bank of New York Mellon Experience 1996 - 2009
Job Senior Consultant at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services June 2014 - Present
TD 2012 - May 2014
Citigroup 2009 - 2012
Bank of New York Mellon 1996 - 2009
Extebank 1994 - 1996
Premier Solutions 1992 - 1994
Reuters 1988 - 1991
I.P. Sharp Associates 1984 - 1988
Manufacturers Hanover Trust 1980 - 1984
Skills
Business Analysis, Strategy, Integration, Management, Project Management, PMP, Banking, Project Delivery, Business Development, Project Planning, Financial Services, Agile Project Management
Education
National Taiwan Normal University 1976 — 1979
Chinese Language
Boston University 1972 — 1976
BA, History
Groton 1966 — 1972
Tata Consultancy Services June 2014 - Present
TD 2012 - May 2014
Citigroup 2009 - 2012
Bank of New York Mellon 1996 - 2009
Extebank 1994 - 1996
Premier Solutions 1992 - 1994
Reuters 1988 - 1991
I.P. Sharp Associates 1984 - 1988
Manufacturers Hanover Trust 1980 - 1984
Skills
Business Analysis, Strategy, Integration, Management, Project Management, PMP, Banking, Project Delivery, Business Development, Project Planning, Financial Services, Agile Project Management
Education
National Taiwan Normal University 1976 — 1979
Chinese Language
Boston University 1972 — 1976
BA, History
Groton 1966 — 1972
Diane Dailey's Bank of New York Mellon Experience January 2000 - October 2004
Job Instructional Designer and Technical Writer
Industry E-Learning
Experience
Five Star Development August 2010 - October 2010
Allegheny County June 2010 - August 2010
Matrix Solutions June 2009 - May 2010
REED SMITH, LLP 2007 - 2009
INTERSEARCH CORPORATE SERVICES 2006 - 2007
Oakbrook Solutions 2005 - 2006
Pappas & Pappas Consulting 2004 - 2005
Bank of New York Mellon January 2000 - October 2004
Bank of New York Mellom January 1990 - January 2000
Education
Carlow University 2000 — 2001
Masters, Professional Leadership - Training & Development
Carlow University 2000 — 2001
M.S, Professional Leadership - Training & Development
La Roche College 1983 — 1987
Bachelors, Administration & Management
Keystone Oaks High School
Five Star Development August 2010 - October 2010
Allegheny County June 2010 - August 2010
Matrix Solutions June 2009 - May 2010
REED SMITH, LLP 2007 - 2009
INTERSEARCH CORPORATE SERVICES 2006 - 2007
Oakbrook Solutions 2005 - 2006
Pappas & Pappas Consulting 2004 - 2005
Bank of New York Mellon January 2000 - October 2004
Bank of New York Mellom January 1990 - January 2000
Education
Carlow University 2000 — 2001
Masters, Professional Leadership - Training & Development
Carlow University 2000 — 2001
M.S, Professional Leadership - Training & Development
La Roche College 1983 — 1987
Bachelors, Administration & Management
Keystone Oaks High School
Bryan Demps's Bank of New York Mellon Experience November 2005 - December 2008
Job at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
Flaubert Tarek's Bank of New York Mellon Experience June 2008 - May 2010
Job Client Service Associate at Standish
Industry Financial Services
Experience
Standish Mellon Asset Management January 2015 - Present
BNY Mellon July 2012 - January 2015
BNY Mellon June 2010 - July 2012
Bank of New York Mellon June 2008 - May 2010
Bank of New York Mellon July 2007 - June 2008
Skills
Fixed Income, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Investments, Securities, Operations Management, Bloomberg, Portfolio Management, Management, Valuation, Asset Allocation, Reporting & Analysis, Banking, Alternative Investments, Financial Reporting, Bloomberg Terminal, Analysis, Financial Services, Access, Financial Risk, Equities, Risk Management, Data Analysis, Business Analysis, Cash Management, CRM, Microsoft Excel, Wealth Management, Process Improvement, Sarbanes-Oxley Act
Education
Boston University - School of Management 2009 — 2013
Masters of Business Administration (MBA), MBA
University of Massachusetts, Amherst 2002 — 2007
BA, Economics
Standish Mellon Asset Management January 2015 - Present
BNY Mellon July 2012 - January 2015
BNY Mellon June 2010 - July 2012
Bank of New York Mellon June 2008 - May 2010
Bank of New York Mellon July 2007 - June 2008
Skills
Fixed Income, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Investments, Securities, Operations Management, Bloomberg, Portfolio Management, Management, Valuation, Asset Allocation, Reporting & Analysis, Banking, Alternative Investments, Financial Reporting, Bloomberg Terminal, Analysis, Financial Services, Access, Financial Risk, Equities, Risk Management, Data Analysis, Business Analysis, Cash Management, CRM, Microsoft Excel, Wealth Management, Process Improvement, Sarbanes-Oxley Act
Education
Boston University - School of Management 2009 — 2013
Masters of Business Administration (MBA), MBA
University of Massachusetts, Amherst 2002 — 2007
BA, Economics
Heidi Lewis Ivey's Bank of New York Mellon Experience October 2005 - February 2011
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
Wells Fargo November 2013 - Present
PureSpring Global Commission January 2014 - Present
PureSpring Institute 2012 - January 2014
State Street December 2012 - November 2013
Boston Technologies Inc November 2011 - 2012
Ameriprise Financial Services, Inc. April 2011 - November 2011
Bank of New York Mellon October 2005 - February 2011
Keane 2004 - 2005
MFS Investment Management October 2002 - September 2004
Skills
Cross-functional Team..., Business Development, Product Management, Leadership, Strategic Planning, Risk Management, Customer Service, Product Development, Management, Outsourcing, Performance Management
Education
Boston University 2008 — 2011
Bachelor of Science, Business Administration and Management
Thari Al-Ebrahim's Bank of New York Mellon Experience October 2006 - December 2012
Job Vice President Middle Office Operations at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
Bank of New York Mellon October 2006 - December 2012
Skills
Hedge Funds, Equities, Alternative Investments, Asset Management, Back Office, Bloomberg, Derivatives, Financial Services, Fixed Income, Investments, Middle Office, Portfolio Management, Risk Management, Mutual Funds, Trading, Trading Systems, Securities
Education
University of Pittsburgh
Economics
Carnegie Mellon University
Industrial Management
BNY Mellon October 2006 - Present
Bank of New York Mellon October 2006 - December 2012
Skills
Hedge Funds, Equities, Alternative Investments, Asset Management, Back Office, Bloomberg, Derivatives, Financial Services, Fixed Income, Investments, Middle Office, Portfolio Management, Risk Management, Mutual Funds, Trading, Trading Systems, Securities
Education
University of Pittsburgh
Economics
Carnegie Mellon University
Industrial Management
Serge Volpe's Bank of New York Mellon Experience July 1986 - May 2010
Job Adjunct Music Professor at Westchester Community College
Industry Music
Experience
Westchester Community College September 2010 - Present
Bank of New York Mellon July 1986 - May 2010
Grace Communion International May 1986 - May 2008
Brighter Moments Jazz Orchestra 1979 - 1985
Skills
Music, Composition, Piano, Choral, Teaching, Music Theory, Conducting, Higher Education, Singing, Ensemble, Jazz, Orchestral Music, Community Outreach, Vocal, Music Education, Pianist, Percussion, Classical, Chamber Music, Brass, Dance, Recording, Performing Arts, Orchestration, Musicians, Musical Theatre, Music Production, Songwriting, Band, Festivals, Bands, Arranging
Education
Boston University 2014 — 2016
DMA - Doctor of Musical Arts, Music Education
Liberty University - MA Ethnomusicology 2010 — 2012
Master of Arts (M.A.), Ethnomusicology, With High Distinction, 4.0 GPA
State University of New York Empire State College 2008 — 2010
B.S Arts, Music, 4.0 GPA
New York University 1985 — 1986
Computer Programming Diploma, 3.84 GPA
Westchester Community College September 2010 - Present
Bank of New York Mellon July 1986 - May 2010
Grace Communion International May 1986 - May 2008
Brighter Moments Jazz Orchestra 1979 - 1985
Skills
Music, Composition, Piano, Choral, Teaching, Music Theory, Conducting, Higher Education, Singing, Ensemble, Jazz, Orchestral Music, Community Outreach, Vocal, Music Education, Pianist, Percussion, Classical, Chamber Music, Brass, Dance, Recording, Performing Arts, Orchestration, Musicians, Musical Theatre, Music Production, Songwriting, Band, Festivals, Bands, Arranging
Education
Boston University 2014 — 2016
DMA - Doctor of Musical Arts, Music Education
Liberty University - MA Ethnomusicology 2010 — 2012
Master of Arts (M.A.), Ethnomusicology, With High Distinction, 4.0 GPA
State University of New York Empire State College 2008 — 2010
B.S Arts, Music, 4.0 GPA
New York University 1985 — 1986
Computer Programming Diploma, 3.84 GPA
Steve Costa's Bank of New York Mellon Experience 2008 - 2011
Job Accounting & Financial Specialist
Industry Financial Services
Experience
General Electric Inspection Technologies 2012 - 2013
Carrier Corporation 2011 - 2012
Bank of New York Mellon 2008 - 2011
Pier 1 Imports 2005 - 2008
Skills
Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel, Valuation, Data Analysis, Strategic Planning, Sales, Troubleshooting, Analytics, Business Strategy, Human Resources, New Business Development, Account Management, Talent Management, Research, Strategy, Process Improvement, Analysis, Financial Analysis
Education
Brown University 1998 — 2004
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2000 — 2001
General Course Certificate, Management
West Genesee High School 1994 — 1998
General Electric Inspection Technologies 2012 - 2013
Carrier Corporation 2011 - 2012
Bank of New York Mellon 2008 - 2011
Pier 1 Imports 2005 - 2008
Skills
Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel, Valuation, Data Analysis, Strategic Planning, Sales, Troubleshooting, Analytics, Business Strategy, Human Resources, New Business Development, Account Management, Talent Management, Research, Strategy, Process Improvement, Analysis, Financial Analysis
Education
Brown University 1998 — 2004
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2000 — 2001
General Course Certificate, Management
West Genesee High School 1994 — 1998
Ari (Alushaj) Daniel's Bank of New York Mellon Experience February 2011 - November 2012
Job Accounting and Financial Analyst II at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
BNY Mellon November 2012 - June 2014
Bank of New York Mellon February 2011 - November 2012
BNY Mellon August 2007 - January 2011
Investors Bank and Trust April 2006 - August 2007
Investors Bank and Trust 2005 - August 2007
Safe Passage February 2005 - May 2005
Cashin Hall, UMass January 2004 - May 2005
Learning Support Services January 2001 - December 2004
Skills
Financial Modeling, Corporate Actions, Corporate Finance, Investments, Securities, Mutual Funds, Financial Services, Accounting, Finance, Account Reconciliation, Financial Accounting, Bloomberg, Analysis, Financial Analysis
Education
BRANDEIS UNIVERSITY, International Business School 2008 — 2010
Masters of Science - Magna Cum Laude, Finance; International Business Finance
Brandeis University, Lemberg - International Business School 2008 — 2010
Masters, Finance
IE Business School 2009 — 2009
Masters of Science in Finance, World Financial Centers
COMMONWEALTH COLLEGE 2001 — 2005
Bachelors of Arts, General Studies, 3.6+
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts - Magna Cum Laude, Legal Studies / French / Italian
Institut catholique de Paris 2003 — 2003
Institut Catholique was a semester study abroad program for my Frech major at UMASS., French, 4.00
Santander Bank, N.A. July 2014 - Present
BNY Mellon November 2012 - June 2014
Bank of New York Mellon February 2011 - November 2012
BNY Mellon August 2007 - January 2011
Investors Bank and Trust April 2006 - August 2007
Investors Bank and Trust 2005 - August 2007
Safe Passage February 2005 - May 2005
Cashin Hall, UMass January 2004 - May 2005
Learning Support Services January 2001 - December 2004
Skills
Financial Modeling, Corporate Actions, Corporate Finance, Investments, Securities, Mutual Funds, Financial Services, Accounting, Finance, Account Reconciliation, Financial Accounting, Bloomberg, Analysis, Financial Analysis
Education
BRANDEIS UNIVERSITY, International Business School 2008 — 2010
Masters of Science - Magna Cum Laude, Finance; International Business Finance
Brandeis University, Lemberg - International Business School 2008 — 2010
Masters, Finance
IE Business School 2009 — 2009
Masters of Science in Finance, World Financial Centers
COMMONWEALTH COLLEGE 2001 — 2005
Bachelors of Arts, General Studies, 3.6+
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts - Magna Cum Laude, Legal Studies / French / Italian
Institut catholique de Paris 2003 — 2003
Institut Catholique was a semester study abroad program for my Frech major at UMASS., French, 4.00
Christine Lundberg's Bank of New York Mellon Experience September 2008 - March 2010
Job Senior Investment Accountant at Tennenbaum Capital Partners
Industry Financial Services
Experience
Tennenbaum Capital Partners March 2010 - June 2013
Bank of New York Mellon September 2008 - March 2010
Deloitte & Touche September 2007 - September 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Magna Cum Laude, Accounting, Psychology
Tennenbaum Capital Partners March 2010 - June 2013
Bank of New York Mellon September 2008 - March 2010
Deloitte & Touche September 2007 - September 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Magna Cum Laude, Accounting, Psychology
Neni Ezeoba's Bank of New York Mellon Experience June 2010 - August 2010
Job Student at Bryn Mawr College
Industry
Experience
Bank of New York Mellon June 2010 - August 2010
Skills
Microsoft Office, Loans, ABS
Education
Bryn Mawr College 2007 — 2011
B.A., Mathematics
Bank of New York Mellon June 2010 - August 2010
Skills
Microsoft Office, Loans, ABS
Education
Bryn Mawr College 2007 — 2011
B.A., Mathematics
Sarah Rosado's Bank of New York Mellon Experience 2008 - 2009
Job Customer Service Associate at Full Moon Restaurant
Industry Primary/Secondary Education
Experience
Full Moon Restaurant August 2010 - Present
Bank of New York Mellon 2008 - 2009
Education
Lesley University 2013 — 2015
Master of Education (MEd), Special Education and Teaching
Boston University 1999 — 2003
BS, Hospitality Management
Full Moon Restaurant August 2010 - Present
Bank of New York Mellon 2008 - 2009
Education
Lesley University 2013 — 2015
Master of Education (MEd), Special Education and Teaching
Boston University 1999 — 2003
BS, Hospitality Management
David Gallie's Bank of New York Mellon Experience April 2010 - November 2013
Job Vice President/Team Leader at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
Bank of New York Mellon April 2010 - November 2013
Global Corporate Trust Division October 2009 - March 2010
Global Corporate Trust Division March 2008 - October 2009
Skills
Analysis, Payments, Account Reconciliation, Corporate Trust, Securities, Bloomberg, Fixed Income, Banking, Investments, Relationship Management
Education
Capella University 2009 — 2012
Bachelors of Science, Finance
Westminster College
Music Composition
BNY Mellon December 2013 - Present
Bank of New York Mellon April 2010 - November 2013
Global Corporate Trust Division October 2009 - March 2010
Global Corporate Trust Division March 2008 - October 2009
Skills
Analysis, Payments, Account Reconciliation, Corporate Trust, Securities, Bloomberg, Fixed Income, Banking, Investments, Relationship Management
Education
Capella University 2009 — 2012
Bachelors of Science, Finance
Westminster College
Music Composition
Thomas Arsenault's Bank of New York Mellon Experience November 2002 - January 2009
Job Controller at Applied Contracting Services, Inc.
Industry Accounting
Experience
Applied Contracting Services, Inc. May 2015 - Present
Waterhouse Plumbing January 2009 - May 2015
Bank of New York Mellon November 2002 - January 2009
SELF EMPLOYED BOOKKEEPING July 2000 - November 2002
AMSTERDAM FINANCIAL GROUP April 2000 - July 2000
DELPHAX SYSTEMS/IDAX SYSTEMS May 1998 - March 2000
BECKWITH ELEVATOR COMPANY May 1996 - May 1998
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Accounts Receivable, Auditing, QuickBooks, Cash Management, Tax, Financial Reporting, Spreadsheets, Financial Accounting, Peachtree, Financial Statements, Internal Controls, GAAP, Financial Analysis, Journal Entries, Variance Analysis, Cash Flow
Education
Bentley College 1982 — 1983
none, Accounting
Bunker Hill Community College
Associate of Science, Business Administration, Accounting Option; Accounting
Applied Contracting Services, Inc. May 2015 - Present
Waterhouse Plumbing January 2009 - May 2015
Bank of New York Mellon November 2002 - January 2009
SELF EMPLOYED BOOKKEEPING July 2000 - November 2002
AMSTERDAM FINANCIAL GROUP April 2000 - July 2000
DELPHAX SYSTEMS/IDAX SYSTEMS May 1998 - March 2000
BECKWITH ELEVATOR COMPANY May 1996 - May 1998
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Accounts Receivable, Auditing, QuickBooks, Cash Management, Tax, Financial Reporting, Spreadsheets, Financial Accounting, Peachtree, Financial Statements, Internal Controls, GAAP, Financial Analysis, Journal Entries, Variance Analysis, Cash Flow
Education
Bentley College 1982 — 1983
none, Accounting
Bunker Hill Community College
Associate of Science, Business Administration, Accounting Option; Accounting
Gloria Coan's Bank of New York Mellon Experience May 2004 - Present
Job Trade Specialist at Bank of New York Mellon
Industry Financial Services
Experience
Suburban Propane May 2013 - Present
Bank of New York Mellon May 2004 - Present
Skills
Asset Management, Banking, Equities, Event Planning, Fixed Income, Investments, Leadership, Public Speaking, Securities, Strategic Planning, Customer Service
Education
Bryant and Stratton College 2009 — 2011
Associate, Business Management
Suburban Propane May 2013 - Present
Bank of New York Mellon May 2004 - Present
Skills
Asset Management, Banking, Equities, Event Planning, Fixed Income, Investments, Leadership, Public Speaking, Securities, Strategic Planning, Customer Service
Education
Bryant and Stratton College 2009 — 2011
Associate, Business Management
Angelo Pasquale's Bank of New York Mellon Experience April 2011 - February 2013
Job Product Manager at BNY Mellon Global Markets
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
Bank of New York Mellon April 2011 - February 2013
Focal Point Products, Inc. December 2007 - February 2011
SCA Technologies March 2006 - December 2007
Optiron Corporation May 1998 - March 2006
Frontier Systems, Inc. April 1987 - September 1998
Mellon Stuart Company July 1982 - March 1987
Skills
Project Management, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1997
Entrepreneurial Management Program
Carnegie Mellon University 1981 — 1982
MS, Engineering Planning & Management
Carnegie Mellon University 1977 — 1981
BS, Civil Engineering
BNY Mellon March 2013 - Present
Bank of New York Mellon April 2011 - February 2013
Focal Point Products, Inc. December 2007 - February 2011
SCA Technologies March 2006 - December 2007
Optiron Corporation May 1998 - March 2006
Frontier Systems, Inc. April 1987 - September 1998
Mellon Stuart Company July 1982 - March 1987
Skills
Project Management, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1997
Entrepreneurial Management Program
Carnegie Mellon University 1981 — 1982
MS, Engineering Planning & Management
Carnegie Mellon University 1977 — 1981
BS, Civil Engineering
Kelyn Sas-Rodriguez's Bank of New York Mellon Experience December 2010 - April 2012
Job FX and Derivatives Relationship Management and Credit Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon April 2012 - July 2014
Bank of New York Mellon December 2010 - April 2012
Institute for Technology Entrepreneurship and Commercialization June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Wealth Management, Finance, Investor Relations, Hedge Funds, Equities, Financial Analysis, Fixed Income, Bloomberg, Securities, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
Bachelor of Arts, International Relations; Business Administration and Management
BNY Mellon August 2014 - Present
BNY Mellon April 2012 - July 2014
Bank of New York Mellon December 2010 - April 2012
Institute for Technology Entrepreneurship and Commercialization June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Wealth Management, Finance, Investor Relations, Hedge Funds, Equities, Financial Analysis, Fixed Income, Bloomberg, Securities, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
Bachelor of Arts, International Relations; Business Administration and Management
Jonathan Hetu Radny's Bank of New York Mellon Experience Client Service Operations Senior AssociateMFS Investment ManagementAugust 2003 - June 2005
Job Account Administrator at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon Client Service Operations Senior AssociateMFS Investment ManagementAugust 2003 - June 2005
Education
Brandeis International Business School 2005 — 2007
MSF, International Investments
Saint Anselm College 1999 — 2003
BA, Financial Economics
Bank of New York Mellon Client Service Operations Senior AssociateMFS Investment ManagementAugust 2003 - June 2005
Education
Brandeis International Business School 2005 — 2007
MSF, International Investments
Saint Anselm College 1999 — 2003
BA, Financial Economics
Wayne J. Bingham's Bank of New York Mellon Experience March 2006 - November 2010
Job Consultant at Wayne J. Bingham, Inc.
Industry Computer Software
Experience
Biogen Idec, Inc. November 2012 - April 2013
MAPFRE USA Commerce Insurance Company February 2012 - November 2012
Bank of New York Mellon March 2006 - November 2010
Education
Carnegie Mellon University 1969 — 1973
Mathematics
Biogen Idec, Inc. November 2012 - April 2013
MAPFRE USA Commerce Insurance Company February 2012 - November 2012
Bank of New York Mellon March 2006 - November 2010
Education
Carnegie Mellon University 1969 — 1973
Mathematics
William Torpey's Bank of New York Mellon Experience 1971 - 1972
Job Retired Chairman at Mass Capital
Industry Investment Management
Experience
Mass Capital 2008 - 2012
Life Initiative 1993 - 2007
Mass Capital 1982 - 2007
Mass Capital 1978 - 1981
New England Life Insurance Co 1973 - 1978
Bank of New York Mellon 1971 - 1972
United States Army 1969 - 1970
Education
Bowdoin College
BA, Mathematics
Columbia University Graduate School of Business
MBA, Finance
Mass Capital 2008 - 2012
Life Initiative 1993 - 2007
Mass Capital 1982 - 2007
Mass Capital 1978 - 1981
New England Life Insurance Co 1973 - 1978
Bank of New York Mellon 1971 - 1972
United States Army 1969 - 1970
Education
Bowdoin College
BA, Mathematics
Columbia University Graduate School of Business
MBA, Finance
Douglas Stamm's Bank of New York Mellon Experience March 1997 - July 2010
Job Medical Student at Lake Erie College of Osteopathic Medicine
Industry Medical Practice
Experience
Lake Erie College of Osteopathic Medicine July 2010 - Present
Bank of New York Mellon March 1997 - July 2010
Skills
Healthcare, Hospitals, Medicine, Clinical Research, Cpr Certified, Medical Terminology, Healthcare Information..., Research, Public Health, Data Analysis, Public Speaking, Medical Education, PowerPoint, Healthcare Management, Microsoft Office, Microsoft Word
Education
Lake Erie College of Ostheopathic Medicine 2012 — 2016
Doctor of Osteopathic Medicine (D.O.)
Carnegie Mellon University 1978 — 1984
B.S. Molecular Biology
Lake Erie College of Osteopathic Medicine July 2010 - Present
Bank of New York Mellon March 1997 - July 2010
Skills
Healthcare, Hospitals, Medicine, Clinical Research, Cpr Certified, Medical Terminology, Healthcare Information..., Research, Public Health, Data Analysis, Public Speaking, Medical Education, PowerPoint, Healthcare Management, Microsoft Office, Microsoft Word
Education
Lake Erie College of Ostheopathic Medicine 2012 — 2016
Doctor of Osteopathic Medicine (D.O.)
Carnegie Mellon University 1978 — 1984
B.S. Molecular Biology
Jonathon Duncan's Bank of New York Mellon Experience July 2007 - August 2010
Job Hedge Fund Accountant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2012 - Present
Northeastern University September 2010 - August 2012
IBM May 2011 - December 2011
Bank of New York Mellon July 2007 - August 2010
Skills
Bloomberg, Equity Research, Financial Modeling, Valuation, Data Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Corporate Finance
Bowdoin College 2002 — 2006
BS, History
JPMorgan Chase November 2012 - Present
Northeastern University September 2010 - August 2012
IBM May 2011 - December 2011
Bank of New York Mellon July 2007 - August 2010
Skills
Bloomberg, Equity Research, Financial Modeling, Valuation, Data Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Corporate Finance
Bowdoin College 2002 — 2006
BS, History
Don Hart's Bank of New York Mellon Experience May 1996 - November 2000
Job Market Maker at Cutler Group, LP
Industry Capital Markets
Experience
Cutler Group, LP January 2008 - Present
Livevol Inc 2009 - 2013
Susquehanna International Group December 2000 - March 2007
Bank of New York Mellon May 1996 - November 2000
Chase April 1993 - May 1996
Susquehanna International Group July 1989 - April 1993
Skills
Options, Fixed Income, Derivatives, Commodity, FX Options, Portfolio Management, Interest Rate..., Equity Derivatives, Equity Trading, Market Making, Volatility, Trading Strategies, Proprietary Trading, Equities
Education
Carnegie Mellon University 1985 — 1989
BS, Math & Economcis
Cutler Group, LP January 2008 - Present
Livevol Inc 2009 - 2013
Susquehanna International Group December 2000 - March 2007
Bank of New York Mellon May 1996 - November 2000
Chase April 1993 - May 1996
Susquehanna International Group July 1989 - April 1993
Skills
Options, Fixed Income, Derivatives, Commodity, FX Options, Portfolio Management, Interest Rate..., Equity Derivatives, Equity Trading, Market Making, Volatility, Trading Strategies, Proprietary Trading, Equities
Education
Carnegie Mellon University 1985 — 1989
BS, Math & Economcis
Stephen Zagari's Bank of New York Mellon Experience July 2007 - July 2011
Job Operations Engineer at Liquid Holdings Group
Industry Financial Services
Experience
Liquid Holdings Group, Inc. September 2014 - Present
U.S. Bancorp Fund Services November 2012 - September 2014
AIS Fund Administration July 2011 - November 2012
Bank of New York Mellon July 2007 - July 2011
Skills
Equities, Microsoft Office, Financial Modeling, Project Management, Fixed Income, Strategic Planning, Microsoft Excel, PowerPoint, Hedge Funds, Financial Analysis, Derivatives, Bloomberg Terminal, Bloomberg, Financial Reporting, Bonds, Treasury Management, Fund Accounting, Fund Administration, Swaps, Capital Markets, Prime Brokerage, Alternative Investments, Series 7, Banking, Financial Markets, Finance, Options, Private Equity, Corporate Actions, Collateral Management, Global Custody, Financial Services, Back Office, Valuation, Securities, Settlement, Fund Of Funds
Education
Bryant University 2003 — 2007
BS, Finance
Immaculata High School, Somerville, NJ Class of 2003 1999 — 2003
Liquid Holdings Group, Inc. September 2014 - Present
U.S. Bancorp Fund Services November 2012 - September 2014
AIS Fund Administration July 2011 - November 2012
Bank of New York Mellon July 2007 - July 2011
Skills
Equities, Microsoft Office, Financial Modeling, Project Management, Fixed Income, Strategic Planning, Microsoft Excel, PowerPoint, Hedge Funds, Financial Analysis, Derivatives, Bloomberg Terminal, Bloomberg, Financial Reporting, Bonds, Treasury Management, Fund Accounting, Fund Administration, Swaps, Capital Markets, Prime Brokerage, Alternative Investments, Series 7, Banking, Financial Markets, Finance, Options, Private Equity, Corporate Actions, Collateral Management, Global Custody, Financial Services, Back Office, Valuation, Securities, Settlement, Fund Of Funds
Education
Bryant University 2003 — 2007
BS, Finance
Immaculata High School, Somerville, NJ Class of 2003 1999 — 2003
Michelle Rusnak's Bank of New York Mellon Experience July 2006 - Present
Job Accountant at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2006 - Present
Education
Community College of Allegheny County 2010 — 2011
Nutrition
California University of Pennsylvania 2008 — 2008
Masters of Science, Exercise Science and Health Promotion
California University of Pennsylvania 2004 — 2006
Bachelor's of Science, Business
Bank of New York Mellon July 2006 - Present
Education
Community College of Allegheny County 2010 — 2011
Nutrition
California University of Pennsylvania 2008 — 2008
Masters of Science, Exercise Science and Health Promotion
California University of Pennsylvania 2004 — 2006
Bachelor's of Science, Business
carol foshay's Bank of New York Mellon Experience February 2003 - April 2008
Job Pension Administrator
Industry Financial Services
Experience
Retirement Stratagies, Inc. September 2014 - January 2015
F.P. Kessler & Assoc. LLP January 2010 - September 2014
NATIONAL GRID March 2009 - December 2009
BANK OF NEW YORK MELLON February 2003 - April 2008
Skills
Pension Administration, Benefits Administration, Customer Service, Data Analysis, Account Reconciliation, Close Attention to..., Multi Tasking, Team-oriented, Problem Solving, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, PeopleSoft, Oral & Written..., Comfortable working..., Work Effectively, Teamwork
Education
Bryant & Stratton College Syracuse, NY 1999 — 2001
Business Management, Accounting and Business/Management, 3.9
Bryant and Stratton College 1999 — 2001
Associate's degree, Business Administration and Management, General
Retirement Stratagies, Inc. September 2014 - January 2015
F.P. Kessler & Assoc. LLP January 2010 - September 2014
NATIONAL GRID March 2009 - December 2009
BANK OF NEW YORK MELLON February 2003 - April 2008
Skills
Pension Administration, Benefits Administration, Customer Service, Data Analysis, Account Reconciliation, Close Attention to..., Multi Tasking, Team-oriented, Problem Solving, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, PeopleSoft, Oral & Written..., Comfortable working..., Work Effectively, Teamwork
Education
Bryant & Stratton College Syracuse, NY 1999 — 2001
Business Management, Accounting and Business/Management, 3.9
Bryant and Stratton College 1999 — 2001
Associate's degree, Business Administration and Management, General
Dolores Cellini-Astuto's Bank of New York Mellon Experience Senior Investment AnalystDelaware InvestmentsFebruary 1998 - November 1998
Job Supervisor at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon Senior Investment AnalystDelaware InvestmentsFebruary 1998 - November 1998
Vanguard August 1990 - January 1998
Skills
Microsoft Excel
Education
Cabrini College 1985 — 1989
Bachelor's Degree, Human Resources Management and Services and Human Services
Bank of New York Mellon Senior Investment AnalystDelaware InvestmentsFebruary 1998 - November 1998
Vanguard August 1990 - January 1998
Skills
Microsoft Excel
Education
Cabrini College 1985 — 1989
Bachelor's Degree, Human Resources Management and Services and Human Services
CIBC
BMO Financial Group
Bank of Montreal
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico