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
Bank of New York Mellon October 2008 - Present
Financial Consulting Assignments November 2006 - September 2008
Department of Environmental Protection June 2002 - June 2007
Skills
Asset Management, Global Security, Microsoft Excel, Vlookup, Pivot Tables, Macro, Access, GSP, ETFs, DTC, ASP, Financial Analysis, Data Conversion, Data Analysis, Analytical Skills, Exchange Traded Funds, Analysis, Financial Services, Finance, Customer Service, Management, Public Speaking, PowerPoint, Accounting, Investments, Portfolio Management
Education
City University of New York City College
Bachelor of Science (B.S.), Chemistry; Mathematics minor
J.P. Morgan August 2013 - Present
UBS July 2008 - August 2013
UBS June 2007 - August 2007
Bank of New York Mellon May 2006 - August 2006
Skills
Securities, Middle Office, Derivatives, Fixed Income, Bloomberg, Trading, Risk Management, Interest Rate..., Swaps, Options, VBA, Reuters, Markitwire, Microsoft Excel, Emerging Markets
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S., Business Administration (Finance & Marketing)
JPMorgan Chase April 2014 - Present
Bank of New York Mellon August 2007 - April 2014
Skills
Finance, Mutual Funds, Fund Accounting, Fixed Income, Bonds, Advance Microsoft Excel, VBA, Visual Basic, Macro, Financial Modeling, Creative Problem Solving, Financial Accounting, Accounting, Alternative Investments, Efficiency, Financial Services, Microsoft Excel, Data Dissemination, OLE Automation
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2017
Master of Business Administration (M.B.A.), Finance ( Information System - 2nd Major ), 3.68
City University of New York-Hunter College 2005 — 2007
Bachelor of Science, Accounting, 3.81
Pasadena City College 2002 — 2005
Accounting & Finance, 3.68
NYC Department of Education September 2014 - August 2015
NYC Teaching Fellows June 2014 - August 2014
NYC Department of Education March 2014 - June 2014
Bank of New York Mellon 2007 - 2013
JPMorgan Chase 1998 - 2007
Deutsche Bank 1995 - 1998
Skills
Mutual Funds, ETFs, Risk Management, Nonprofits, Endowments, Financial Services, Foundations, SAS70, Procedure Development, Investment Advisory..., Business Continuity, Alternative Investments, Microsoft Excel, PowerPoint, Final Cut Pro, Video Production, Digital Photography, Mentoring, Project Management, Cash Management, Banking, Finance, Global Custody, Bonds, Securities, Settlement, Fixed Income, Corporate Actions, Bloomberg, Securities Lending, Hedge Funds, Middle Office, Trading, Leadership, Financial Risk, Client Services
Education
Relay Graduate School of Education
Master of Arts (M.A.), Secondary Education and Teaching
MBA St. John's University
Master of Business Administration (MBA), Finance, General
City University of New York-College of Staten Island
Bachelor of Science (BS), Economics
Xaverian High School
NYS Regents Diploma, General Studies
Laidlaw & Company UK Ltd. April 2014 - Present
Merrill Lynch June 2013 - November 2013
DayByDay April 2008 - September 2012
Adekta Capital January 2006 - August 2007
Optimum Investment firm February 2005 - December 2005
Olma Investments 2004 - 2005
Casey Securities 2000 - 2002
Mr. Stock 1999 - 2000
Bank of New York Mellon 1997 - 1999
AK Trading 1996 - 1997
Skills
Investments, Hedging, Financial Markets, Hedge Funds, Equities, Options, Trading, Derivatives, ETFs, Electronic Trading, Asset Management, Commodity, Series 7, Risk Management, Portfolio Management, Technical Analysis, Currency, Options Strategies, Equity Derivatives, Bloomberg, Market Making, Trading Systems, Equity Trading, Trading Strategies, Fixed Income, Volatility, Proprietary Trading, Capital Markets, Foreign Exchange, Traders, FINRA, Financial Risk, FX Options, Equity Research, Emerging Markets, Investment Banking, Arbitrage, Market Risk, Securities, FX trading, Bonds, Alternative Investments, Series 63, Structured Products, Series 24, Swaps, Market Data, Prime Brokerage, Global Macro, Managed Futures
Education
City College of San Francisco
Associate's degree, Finance, General
Carnegie Mellon Tepper School of Business August 2013 - Present
Liberty Mutual Insurance June 2015 - August 2015
BNY Mellon December 2012 - August 2014
Bank of New York Mellon February 2010 - December 2012
University of Pittsburgh August 2008 - February 2010
Marktfrau Inc January 2004 - May 2007
Skills
Account Reconciliation, PeopleSoft, Microsoft Excel, Communication, German, Multi Tasking, Microsoft Office, Finance, Training, Budgets, Time Management, Management, Analysis, Financial Analysis, Project Management, Marketing
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2009
BSBA Degree
MTA Metro-North Railroad August 2015 - Present
MTA Metro-North Railroad August 2013 - August 2015
City of New York August 2012 - July 2013
Strategies for Wealth February 2009 - October 2012
MTA Metro-North Railroad April 1994 - January 2009
Bank of New York Mellon January 1988 - August 1990
Skills
Insurance, Investments, Strategic Financial..., Strategic Planning, Mutual Funds, Securities, Retirement Planning, Wealth, Employee Training, Staff Development, Staff Management, Railroad Operations, Transportation..., Transportation Safety, Transportation, Public Transport
Education
Eno Center for Transportation 2015 — 2015
TMMLS, Leadership in Transportation
Langevin Learning Services 2013 — 2013
Training Director Certification, Workforce Development and Training
City University of New York 1998 — 1999
Certificate in Transportation Management
State University of New York at Stony Brook 1990 — 1993
Bachelor of Arts
Hefren-Tillotson June 2013 - Present
Bank of New York Mellon July 2006 - August 2012
Mellon Financial Corporation September 2003 - July 2006
Mellon Financial Corporation December 2000 - September 2003
Skills
Equity Research, Portfolio Management, Buy-side, Energy, Materials, Emerging Markets, Quantitative Research, Technical Analysis, Asset Managment, Financial Modeling, Risk Management, Bloomberg, Asset Allocation, Mutual Funds, Spanish, Equity Valuation, Equities, Investment Strategies, Investments, Commodity, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Valuation
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (EMBA), Asset & Wealth Management
Université de Lausanne - Switzerland
Master of Business Administration (EMBA), Asset & Wealth Management
University of Richmond - Robins School of Business
Bachelor of Business Administration (BBA), Finance & International Business
Member of CFA Institute
Member of CFA Society of Pittsburgh
Bank of New York Mellon May 2011 - October 2012
UBS Investment Bank September 2010 - April 2011
Morgan Stanley Investment Management June 2006 - August 2010
Skills
Knowlegde of tangible..., Locational Arbitrage:..., Time Arbitrage: peak..., Risk Arbitrage:..., Hedge Funds, Equities, Fixed Income, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Capital Markets, Prime Brokerage, Trading, Options, Investment Banking, Credit Derivatives, Structured Products, Swaps, Trading Systems, Equity Research, Bonds, Equity Trading, Electronic Trading, SAP, Mainframe, Omega, Lexis/Nexis, Windows 2000, Windows XP Pro, MS Office 2003-2010, MS Visual Basic, SQL, BDQ (business..., Internet, World Wide Web, IBM PC, Mac + PC, Socrates, Holmes, FOS, Julius, Frisk, Laredo, Tempest Plus, CRR, IDEFT, FMC, Bridget, LOCO
Education
Colgate University 2002 — 2006
Bachelor of Arts (BA), Dual Major in Economics & International Relations
State Street September 2008 - Present
Bank of New York Mellon March 2004 - September 2008
McKinsey & Company January 1996 - March 2004
Price Waterhouse Coopers 1994 - 1996
Skills
Investments, Equities, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, Derivatives, Strategy, Capital Markets, Due Diligence, Financial Services, Management Consulting, Risk Management, Hedge Funds, Alternative Investments, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance
Delhi College of Engineering 1988 — 1992
BS Engineering, Electrical and Electronics Engineering
BIDS Trading August 2008 - Present
International Securities Exchange April 2007 - August 2008
Merrill Lynch August 2005 - March 2007
Merrill Lynch March 2004 - August 2005
SunGard Financial Systems March 2003 - March 2004
Instinet Incorporated August 1999 - January 2003
Bank of New York Mellon 1998 - 1999
Information Builders 1995 - 1998
Education
Cheyney University of Pennsylvania
Liberal Arts
Related Companies December 2012 - December 2013
Brookfield Property Group September 2012 - November 2012
Manfra, Todella & Brookes Inc. March 2012 - May 2012
Bank of New York Mellon December 2005 - April 2011
Morgan Stanley November 1997 - December 2005
Skills
Financial Reporting, Accounting, Statements, Expenses, Financial Statements, Finance, Auditing, Portfolio Management
Education
City University of New York-College of Staten Island 1994 — 1997
Bachelor, Accounting
Reed Elsevier April 2011 - Present
Marcum LLP January 2009 - April 2011
CooperVision June 2007 - July 2008
Bausch & Lomb July 2002 - June 2007
Deloitte & Touche June 1997 - June 2002
Dun & Bradstreet June 1995 - June 1997
Bank of New York Mellon January 1990 - May 1995
Skills
Sarbanes-Oxley Act, IFRS, Budgets, Enterprise Risk..., Auditing, Financial Reporting, Sarbanes-Oxley, Management, Financial Audits, Financial Analysis, Accounting, Managerial Finance, Internal Audit, Finance, Forecasting, Financial Accounting
Education
Pace University 1991 — 1994
Masters, Finance
City University of New York-Brooklyn College 1988 — 1991
BS, Accounting
BNY Mellon February 2014 - Present
Educational Testing Service (ETS) November 2013 - February 2014
UnitedHealth Group August 2012 - May 2013
Financial Industry Regulatory Authority March 2012 - July 2012
Bank of America/Merrill Lynch August 2011 - February 2012
CSI Consulting September 2010 - December 2010
Bank of New York Mellon March 2010 - August 2010
The Bank of New York Mellon 2008 - 2010
The Bank of New York 2006 - 2008
The Bank of New York 2005 - 2006
Skills
Mainframe, SPUFI, IBM Utilities, DFSORT, SDSF, VSAM, Endevor, Fileaid, IMS DB/DC, Syncsort, DB2, JCL, TSO, SDLC, Test Cases, Bug Tracking, End-to-end Testing, White Box Testing, Integration Testing, Defect Tracking, Batch Processing, CICS, ClearQuest, Quality Center, Software Quality..., Quality Assurance, COBOL, Testing, Embedded SQL, Regression Testing, User Acceptance Testing, System Integration..., Unit Testing, Oracle SQL, Toad, Endeavor, Business Requirements, Integration, Manual Testing, SQL, Databases, Oracle, XML, Access, QTP, System Testing, Waterfall, Requirements Gathering, Test Management, Test Strategy
Education
City University of New York-Brooklyn College 1974 — 1979
B.S, Computer and Information Science
SF Capital Group October 2013 - Present
Bank of New York Mellon September 2006 - October 2013
WJB Capital Group, Inc. February 2006 - August 2006
Skills
Fixed Income, Financial Services, Derivatives, Equities, Trading, Banking, Account Reconciliation, Accounting, Finance, Securities, Hedge Funds, General Ledger, Settlement, Fund Administration, Financial Accounting, Middle Office, Back Office, Corporate Actions, Bloomberg Terminal, Equity Trading, Options, Private Equity, Bloomberg, Mutual Funds, Fund Accounting, Financial Modeling, Portfolio Management, Bonds, Global Custody, Asset Management
Education
City University of New York-College of Staten Island 2001 — 2006
BS, Accounting
Brooklyn Technical High School 1997 — 2001
Industrial Design
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2012 - April 2013
JPMorgan Chase November 2011 - September 2012
Bank of New York Mellon July 2006 - May 2009
Evergreen Investments June 2004 - July 2006
State Street Corporation March 2001 - June 2004
Investors Bank and Trust September 1998 - March 2001
Benevolent and Protective Order of Elks June 1996 - June 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, General Ledger, Portfolio Management, Investments, Bloomberg, Mutual Funds, Management, Financial Services, Securities, Financial Risk, Microsoft Excel, Business Development, Project Management, Loans, Banking, Process Improvement, Financial Reporting, Cash Management, Forecasting, PowerPoint, Time Management, Business Process..., Recruiting, Internal Audit, Finance, Risk Management, Leadership, Fixed Income, Human Resources, Hedge Funds, Relationship Management, Asset Management, Credit, Credit Cards, Mortgage Banking, Access, Budgets, Customer Service, Trading, Performance Management, Business Analysis, Equities, Data Analysis, PeopleSoft, Mortgage Lending
Education
Chaminade University of Honolulu 1996 — 1997
Master of Business Administration (MBA), Finance, General
Chaminade University of Honolulu 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
A&E Wireless 2011 - Present
Capco September 2009 - January 2010
Lazard Asset Management October 2007 - September 2009
Bank of New York Mellon 2004 - 2007
jemmco capital March 1999 - September 2001
Education
University of Phoenix 2005 — 2007
MBA
City University of New York-Brooklyn College 1999 — 2003
BS, Business Management and Finance
Citi June 2013 - Present
Bank of New York Mellon April 2010 - April 2012
Deutsche Bank August 2008 - January 2009
Blaylock & Company September 2006 - March 2007
Citigroup September 2004 - August 2006
TD Waterhouse Investor Services July 2003 - September 2004
Citigroup June 1999 - July 2003
Citigroup August 1997 - June 1999
Skills
Equities, FINRA, Financial Modeling, Series 24, Emerging Markets, Private Equity, Series 63, Series 7, AML, Business Development, Regulations, Securities, Internal Audit, Financial Risk, Mutual Funds, Financial Services, Due Diligence, Hedge Funds, Asset Management, Risk Management, Capital Markets, Financial Advisory, KYC, Investments, Finance, Trading, Wealth Management, Fixed Income, Investment Advisory, Financial Regulation, Options, Derivatives, Alternative Investments, Anti Money Laundering
Education
City University of New York-Brooklyn College
Biology, Biology, Business
James Madison High School
James Madison High School
Kingsborough Community College
Biology, Biology
Deloitte 2011 - Present
Societe Generale March 2010 - July 2010
Bank of New York Mellon July 2007 - October 2008
Hamershlag, Dodoles & CO LLC June 2006 - July 2007
Skills
Valuation, CMBS, Financial Analysis, Financial Modeling, Fixed Income, Corporate Finance, Structured Products, Equity Valuation, Budget, Business Valuation, Market Risk, Risk Management, Credit Risk, Emerging Markets, Capital Markets, Due Diligence, Trading, Finance, Bloomberg, Hedge Funds, Portfolio Management, Investment Banking, Investments, Derivatives, Analysis, Budgets, Equities
Education
Fairfield University 2009 — 2010
MS
City University of New York-Brooklyn College 2006 — 2008
Bsc
INPHB
PNC April 2014 - Present
E*TRADE Financial 2011 - 2012
Bessemer Trust June 2006 - October 2009
Lehman Brothers 2003 - 2006
Deutsche Bank (Formerly Banker's Trust Co.) 1998 - 2002
Bank of New York Mellon 1997 - 1997
JPMorgan Chase 1995 - 1997
Skills
Bloomberg, Equities, FX Options, Prime Brokerage, Trading, Securities, Financial Risk, Risk Management, Back Office, Hedge Funds, Trading Systems, Banking, Cash Management, Settlement, Fixed Income, Financial Services, AML, Derivatives, Mutual Funds, Analysis, Account Reconciliation, Middle Office, Series 7, Series 63, Relationship Management, Investments, KYC, Foreign Exchange, Operational Risk, Finance, Operational Risk..., Corporate Actions
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1989
Law Enforcement Administration
Bank of New York Mellon May 2007 - Present
Brown Brothers Harriman May 2006 - May 2007
Deutsche Bank December 2005 - May 2006
State Street Bank June 2004 - December 2005
Wellington Management February 2000 - June 2004
Skills
Fixed Income, Hedge Funds, Securities, Valuation, Analysis, Credit, Mutual Funds, Private Equity, Account Reconciliation, ABS, Accounting, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Investments, Bonds, Loans, Financial Modeling, Equities, Financial Markets, Corporate Finance
Education
City University of New York-Brooklyn College 2008 — 2010
Masters of Science, Economics
UMass Boston 2001 — 2004
Bachelors of Arts, Economics
First Insight, Inc. April 2014 - Present
Giant Eagle May 2011 - April 2014
Access Data November 2010 - May 2011
Touchtown Inc. June 2010 - November 2010
Bank of New York Mellon March 2009 - June 2010
American Eagle Outfitters January 2008 - March 2009
Rite Aid 2006 - 2008
The Hershey Company 2005 - 2006
Skills
CSS, Software Development, Java, .NET, C#, SQL, JavaScript, Groovy, Git, HTML, JSON, REST
Education
Indiana University of Pennsylvania 2002 — 2005
BS, Computer Science
Clarion University of Pennsylvania 2000 — 2002
New York City Department of Health and Mental Hygiene January 2014 - Present
Hunter College September 2007 - December 2013
Bank of New York Mellon September 2001 - February 2010
Bear Stearns November 1996 - March 1999
Citibank 1985 - November 1996
Skills
Statistics, SPSS, Statistical Modeling, Linear Regression, SAS, R
Education
City University of New York-Hunter College 2004 — 2007
MA, Statistics
Stuyvesant High School
Bank of New York Mellon August 1997 - Present
BNY Mellon August 1997 - March 2004
Robert Derector Associates April 1994 - August 1997
Algol System Inc. September 1991 - February 1994
Skills
SDLC, Risk Management, Business Analysis, Banking, Visio, Financial Risk, Process Improvement, PMP, Project Management, IT Strategy, Program Management, Business Continuity, Financial Services, PMO, SQL, Enterprise Architecture, Governance, Security, Business Process, Analysis, SharePoint, Disaster Recovery, Project Portfolio..., Requirements Gathering, Information Technology, IT Management, Management, Business Process..., ITIL, Business Intelligence, Requirements Analysis, Software Project..., Integration
Education
Pace University 2005 — 2007
Master, Computer and Information Systems Security/Information Assurance
Chernivci National 'Juriy Fedkovyc' University 1984 — 1991
Master, Physics, Mathematics, Optoelectronics
Mphasis August 2011 - Present
Bank of New York Mellon January 2011 - May 2011
Credit Suisse March 2010 - June 2010
Ascend February 2007 - June 2010
Ascend Consulting February 2007 - June 2010
Deutsche Asset Management May 2008 - April 2009
Burrelle'sLuce November 2001 - September 2006
Plural Inc January 1998 - January 2001
JPMorgan Chase June 1986 - October 1998
Chase Manhattan Bank January 1986 - October 1998
Education
Knowledge Movers 2007 — 2007
PMP, Computer and Information Science
City University of New York-Brooklyn College 1976 — 1980
BS, Computers
Brooklyn Talmudeic Academy 1972 — 1976
High School Deploma
Bank of New York Mellon 1981 - Present
Bank of New York Mellon July 2008 - September 2008
Bank of New York Mellon April 2000 - July 2008
Bank of New York mellon 1981 - 2008
Bank of New York Mellon November 1987 - February 2000
Education
City University of New York-Brooklyn College 1952 — 1956
BA, Education
BNP Paribas August 2011 - Present
Bank of New York Mellon September 2010 - May 2011
The Bank of New York February 2004 - September 2010
JPMorgan Chase April 1996 - February 2004
US Trust October 1990 - April 1996
Skills
Fund Administration, Customer Service, Hedge Funds, Mutual Funds, AML, Financial Risk, Research, Account Reconciliation, Equities, Securities, Trading, Bloomberg, Asset Management, Banking, Bonds, Corporate Actions, Due Diligence, Financial Services
Education
Central State University 1987 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brooklyn College
PNC March 2015 - Present
BNY Mellon September 2013 - March 2015
Bank of New York Mellon October 2011 - August 2013
BNY Mellon November 2009 - November 2011
Bank of New York Mellon Corporation May 2005 - November 2009
BNY Mellon May 2005 - November 2009
Russell Mellon 2003 - 2005
Mellon Financial Corporation 2000 - 2001
Skills
SDLC, Product Management, Business Analysis, Requirements Gathering, Strategy, Enterprise Architecture, Management, Financial Services, Requirements Analysis, Integration, Agile Methodologies, Enterprise Software, Program Management, Project Management, CRM, Data Warehousing, Product Strategy, SOA, Roadmap Management, Client Consulting, Relationship Management, Team Management, Client Experience, Business Process...
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA Student, Finance, Strategy, Quant
University of Pittsburgh 2002 — 2005
Masters, Computer Networking / Telecommunication
University of Pittsburgh 1990 — 1994
B.S., Computer Science
McGladrey Wealth Management, LLC January 2008 - Present
Laird Norton Tyee April 2006 - October 2007
Bank of New York Mellon March 2003 - March 2006
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Investment Management, Financial Services
Education
City University of Seattle 2004 — 2008
MBA, Personal Finance
University of Michigan 1983 — 1988
BFA, Fine Art - Painting
Wells Fargo Private Bank April 2012 - Present
Gaylord Specialty Healthcare 2011 - Present
Plan of Connecticut, Inc. July 2005 - June 2011
NewAlliance Bank October 2007 - April 2011
Trust Company of Connecticut, Division of NewAlliance Bank July 2005 - October 2007
Trust Company of Connecticut June 2000 - July 2005
Bank of New York Mellon December 1995 - June 2000
Montague & Company (MFO) October 1990 - June 1995
Skills
Wealth Management, Investments, Investment Management, Wealth Management..., Finance, Relationship Management, Banking, Business Development, Strategic Planning, Leadership, Financial Advisory, Process Improvement, Strategic Financial..., Portfolio Management
Education
Central Connecticut State University 1984 — 1988
Bachelors of Science, Finance
Bank of New York Mellon July 2011 - Present
MarketFactory, Inc. January 2008 - February 2011
ICAP November 2006 - January 2008
EBS Dealing Resources 2005 - 2006
EBS Dealing Resources 2001 - 2005
EBS Dealing Resources 1997 - 2001
Citicorp Dealing Resources 1994 - 1997
Skills
Trading Systems, Electronic Trading, Business Analysis, Market Data, Trading, FX Options, SDLC, Integration, Financial Markets, Agile Methodologies
Education
City University London 1973 — 1977
Higher Diploma, Interior Design
London College of Furniture
Southampton College of Technology
Higher National Diploma, Structural Engineering
Quickbooks applications January 2012 - Present
T. A. McKay August 2011 - Present
Middlesex County College September 2009 - Present
Bookkeeping, Taxes and More, LLP, May 2007 - Present
Bank of New York Mellon September 2000 - May 2007
BNY ConvergEx 2000 - 2007
Brean Murray, Carret & Co. May 1997 - September 2000
Intercapital Garban May 1982 - September 1997
Ernst and Young June 1972 - May 1982
Skills
Financial Reporting, Accounting, Financial Services, Investments, Real Estate, Financial Accounting, Administrative..., Computerized Systems
Education
University of Pennsylvania - The Wharton School 1971 — 1972
MS, Accounting
City University of New York-Brooklyn College 1967 — 1971
BS, Accounting
CIT August 2011 - Present
Primary Care Associates of Florida, LLC September 2009 - October 2010
Bank of New York Mellon September 2005 - September 2009
Pershing Technologies January 1999 - September 2005
Jefferies & Company May 1997 - January 1999
Education
City University of New York-Hunter College
Computer Science
Bank of New York Mellon March 2008 - August 2011
Hamilton College September 2005 - May 2007
Hamilton College June 2006 - July 2006
Skills
Program Management, Microsoft Excel, Management, Research, PowerPoint, Analysis, Financial Modeling
Education
New York Institute of Technology College of Osteopathic Medicine 2015 — 2019
D.O., Doctor of Osteopathic Medicine
City University of New York City College 2011 — 2015
Bachelor’s Degree, Biology, General, Summa Cum Laude
Self-Study 2009 — 2011
Hamilton College 2003 — 2007
BA, Economics
Neuberger Berman May 2009 - Present
Lehman Brothers / Marketing 2007 - 2009
Neuberger Berman 1999 - 2003
Citibank June 1997 - September 1999
Coopers & Lybrand 1994 - 1997
Irving Trust Company 1981 - 1990
Bank of New York Mellon 1979 - 1981
Education
School of Visual Arts 1990 — 1992
NA, Graphic Design
New York Institute of Technology 1988 — 1989
NA, Communications
College of Saint Elizabeth 1971 — 1975
BA, English and Art
Wells Fargo January 2011 - Present
Self - Employed (Special Projects) May 2009 - December 2011
Wells Fargo July 2007 - December 2008
Bank of New York Mellon May 2000 - September 2003
Skills
Financial Modeling, Finance, Corporate Finance, Financial Analysis, Portfolio Management, Strategic Financial..., Investments, Analysis, VBA, Fixed Income, Credit, Securities, Business Analysis, Access, Derivatives
Education
Stanford University 2005 — 2006
M.S, Mathematical Computational Engineering
Stanford University 2003 — 2005
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
Colby College 1996 — 2000
B.A, Economics and Physics
Bank of New York Mellon July 2009 - Present
TRW Automotive March 2009 - May 2009
Magna Steyr April 2008 - December 2008
Teksid Aluminum February 2007 - December 2008
Coupled Products LLC December 2007 - March 2008
ThyssenKrupp June 2000 - October 2001
CIT January 2000 - June 2000
Education
Central Michigan University 1995 — 1999
Bachelors of Science in Business Administration, Accounting
Lutheran High School North
Bank of New York Mellon January 1986 - Present
Education
Clarion University of Pennsylvania 1982 — 1986
B.S. Computer Science
ToiEm Inc., November 2009 - Present
Bank of New York Mellon 2008 - 2009
Stone & Youngberg LLC 2005 - 2008
Skills
DTC, Middle Office, Settlements, Oasys, Confirmations, Settlement, Prime Brokerage, Back Office, Euroclear, Securities Lending, Fixed Income, Reconciliations, Bloomberg, Securities, Reconciliation, Equities, Account Reconciliation, Mutual Funds, Series 7
Education
City College of San Francisco 1985 — 1996
Galileo High School 1982 — 1985
GED, General Education
BNY Mellon April 2012 - Present
Bank of New York Mellon April 2007 - March 2012
New Line Cinema September 2006 - December 2006
Skills
Analysis, Financial Analysis, Auditing, Financial Reporting, Accounts Receivable, Accounting, Internal Controls, Financial Accounting, Microsoft Excel, Financial Statements, Fund Accounting, Mutual Funds, Account Reconciliation, Bloomberg, Fund Administration
Education
City University of New York-Brooklyn College 2003 — 2007
Bachelor's Degree, Economics/Accounting
Bank of New York Mellon June 2015 - Present
MobileTarget LLC January 2012 - June 2015
John Jay College January 2015 - May 2015
John Jay College January 2015 - May 2015
Sentry Data LLC January 2012 - August 2012
Skills
System Administration, Windows 7, Troubleshooting, Computer Hardware
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Master of Science (MS), Digital Forensics and Cybersecurity, 3.976
Ferris State University 2008 — 2012
Bachelor of Science (B.S.), Information Security and Intelligence, 3.82
Northwestern Michigan College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Liberal Arts, 3.95
MarketBridge September 2014 - Present
BNY Mellon November 2012 - September 2014
Bank of New York Mellon November 2010 - November 2012
U.S. Treasury June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equities, Microsoft Excel, Economics, Business Analysis, Investments, Data Analysis, PowerPoint, SAS
Education
Colgate University 2006 — 2010
Bachelor of Science (BS), Economics
Greenwich Associates August 2015 - Present
Greenwich Associates August 2013 - July 2015
Bank of New York Mellon June 2012 - August 2012
Hiram Halle Library, Pound Ridge NY,Summerquest Day Camp, Mt Kisco NY,Silver Knights, Greenwich, CT July 2005 - August 2011
Skills
Nationally Ranked US..., Chess Instructor,..., Conversant in Spanish, Financial Analysis, PowerPoint, Economics, Strategy, Analysis, Microsoft Word, Finance, Data Analysis, Management
Education
Colgate University 2009 — 2013
Bachelor of Arts, Economics, Political Science, B.A., May 2013
Fox Lane High School, Bedford, NY 2005 — 2009
Concorde Investment Services August 2010 - Present
Bank of New York Mellon October 2006 - September 2009
Questar Capital 1998 - 2006
Skills
Securities, Investments, Financial Services, Relationship Management, Investment Advisory, Alternative Investments, Business Development, FINRA
Education
Cleary University 1992 — 1995
Bachelor of Arts, Business Management
Eastern Michigan University
Business Administration and Management
PNC Bank April 2012 - Present
BNY Mellon May 2010 - April 2012
Bank of New York Mellon 2007 - February 2011
Bank of NY Mellon February 2001 - 2007
Lockheed Martin January 2000 - January 2001
Skills
Disaster Recovery, Solaris, Servers, AIX, Unix, Data Center, ITIL, VMware, Active Directory, Cluster, Windows Server, System Administration, Visio, Vendor Management, Veritas Cluster Server
Education
Clarion University of Pennsylvania 1996 — 1999
BS, Information Systems
The Louis Berkman Company April 2014 - Present
BDO USA, LLP August 2012 - April 2014
Robert Half Finance & Accounting January 2012 - August 2012
Bank of New York Mellon January 2011 - January 2012
PricewaterhouseCoopers May 2009 - January 2011
Skills
PeopleSoft, Lotus Notes, Microsoft Office, Accounting System, Visual Studio, Accounting, Account Reconciliation, Auditing, General Ledger, QuickBooks, Microsoft Excel, Financial Accounting, Access, Finance, SurePrep, GoFileRoom, ProSystem fx Tax, ProSystem fx Engagement, Corporate Tax, Tax, Management
Education
Clarion University of Pennsylvania
MBA, Business
Robert Morris University
BSBA, BS, Accounting, Actuarial Science, Financial Mathematics
Cloister Honey April 2014 - Present
Madewell November 2013 - Present
Bank of New York Mellon April 2008 - September 2012
EXPRESS October 2006 - April 2008
Gap Inc. September 2004 - October 2006
Skills
Financial Analysis, Customer Service, Data Analysis, Strategic Planning, Microsoft Excel, Time Management, Social Media
Education
Chatham College 2009 — 2011
Master of Business Administration (M.B.A.)
West Virginia University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
First Derivatives April 2015 - Present
Sapient Global Markets April 2012 - April 2015
Reg Val January 2012 - May 2012
UBS Investment Bank May 2011 - August 2011
Credit Agricole / CLSA Asia-Pacific Markets October 2007 - July 2009
Bank of New York Mellon April 2007 - October 2007
PADECO November 2005 - September 2006
Skills
Equities, Valuation, Hedge Funds, Fixed Income, Settlement, Financial Services, VBA, Spanish, Public Speaking, Japanese, Business Analysis, Portuguese, International Business, User Acceptance Testing, SPSS, FINRA, SQL, Analysis, PMO, Program Management, Prime Brokerage, Corporate Finance, Financial Operations, Microsoft Office, Software Project..., Client Services, Interviews, Client Service, Strategic Analysis, Interviewing, Settlements, Conducting Interviews, Dodd-Frank, Basel III, Business Requirements, Treasury Management, Treasury Services, Corporate FP&A, Collateral Management, SDLC, Agile Project Management, Management Consulting, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategy, Finance
Japan-United States Educational Commission 2001 — 2002
Fulbright Scholar to Japan
Case Western Reserve University 1997 — 2001
Bachelors of Arts, Spanish
IBM April 2014 - April 2015
SITA January 2014 - April 2014
Citi October 2012 - March 2013
Self Employed June 2011 - October 2012
Pershing LLC 2000 - June 2011
BNY Mellon 2000 - June 2011
Bank of New York Mellon March 2000 - May 2011
Memorial Sloan-Kettering Cancer Center March 1986 - March 2000
Skills
Financial Services, Enterprise Architecture, Unix Shell Scripting, HP-UX, Network Administration, Networking, System Deployment, Infrastructure, Solution Architecture, TCP/IP, Firewalls, CISSP, DNS, Integration, Information Technology, IT Management, PMO, Databases, Project Portfolio..., Operating Systems
Education
City University of New York-Brooklyn College 1977 — 1980
BS, Computer Science
BNY Mellon 2010 - 2014
Bank of New York Mellon 1996 - 2009
Skills
Requirements Analysis, Integration, IT Strategy, SQL, Data Center, Project Management, Business Analysis, Leadership, Product Management, Data Analysis, Testing, DB2, Disaster Recovery, IT Management, Program Management, Management, Management Consulting, Software Project..., SDLC, Visio, Enterprise Architecture, Requirements Gathering, ITIL, PMP, Vendor Management
Education
William E. Simon School of Business
MBA, Information Systems
NYU School of Professional Studies
Certificate Information Systems Security
City University of New York-Brooklyn College
BS, Mathematics, Computer Science
Akin Gump Strauss Hauer & Feld LLP March 2013 - Present
Debevoise & Plimpton September 2012 - March 2013
JPMorgan Chase September 2011 - September 2012
Bank of New York Mellon 2001 - 2009
Skills
Reconcilement, Leadership, Research, Securities, Banking, Fast Learner, Dependable Team Player, High Level Of Accuracy, Highly detail oriented, Organization &..., Microsoft Office, LPS Desktop, MSP, DTC, CICS, Elite enterprise 3.8, FileMaker, Microsoft Excel
Education
City University of New York-Hunter College
Bachelor of Science (B.S.)
BNY Mellon November 2012 - Present
BNY Mellon July 2011 - February 2013
BNY Mellon November 2009 - September 2011
Bank of New York Mellon March 2008 - November 2009
Cambridge Associates January 2005 - March 2008
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
2011, Finance
University of Pittsburgh 2000 — 2004
U.S. Trust April 2014 - Present
PNC Wealth Management May 2013 - April 2014
Barclays Wealth January 2010 - April 2013
Citigroup July 1997 - October 2009
Citigroup September 2001 - June 2006
Citigroup June 1998 - September 2001
Bank of New York Mellon 1996 - 1998
Bank of New York Mellon 1996 - 1998
National Westminster Bank July 1993 - May 1996
Skills
Business Strategy, Business Analysis, Coaching, Deal Execution, Product Development, Product Marketing, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Hedge Funds, Investments, Loans, Management, Mergers, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Wealth Management
Education
City University of New York-Brooklyn College 1986 — 1991
BA, Economics
Xaverian High School 1982 — 1986
S&P Capital IQ May 2014 - Present
Fitch Solutions June 2010 - May 2014
Bank of New York Mellon January 2007 - June 2010
Citibank Alternative Investments January 2000 - January 2006
Citibank Credit Structures January 1996 - January 2000
Abbey National Treasury Services January 1994 - January 1996
Bank of Ireland UK Ltd January 1993 - January 1994
Government of Western Australia January 1989 - January 1992
Pacific Economic Cooperation Conference January 1987 - January 1989
Australian Government January 1983 - January 1987
Skills
Strategy, Risk Management, Portfolio Management, Start-ups, Fixed Income, CRM, Capital Markets, Derivatives, Business Development, Investments, Management, Asset Management, Financial Services, Corporate Finance, Valuation, Finance, Analysis, Leadership, Financial Risk, Entrepreneurship, Securities, Structured Finance, Structured Products, Financial Markets, Investment Banking, Banking, Alternative Investments, Hedge Funds, Financial Analysis
Education
Cass Business School 1992 — 1993
MBA, International Finance
The University of Western Australia
BA (Honors), Economics / Political Science
GB MAC Inc. January 2013 - Present
Independent Contractor May 2010 - Present
Bank of New York Mellon 2003 - 2010
Statewide Independent PPO 2003 - 2003
Telergy 2000 - 2001
Sonoco 1998 - 2000
PwC 1994 - 1996
Skills
Executive Financial..., Financial Analysis, Performance Dashboards, Sales Presentations, Recruiting, Hiring Personnel, Coaching, Risk Assessment, Change Management, Management, Operations Management, Project Management, Public Speaking, Client Liaison, Instructor-led Training, Transition Management, Problem Solving, Problem Analysis, Financial Risk..., Auditing, Strategic Planning, Strategic Thinking, Bank Mergers
Education
State University of New York College at Oswego 1998 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Clarkson University 1990 — 1994
Bachelor of Science (B.S.), Accounting
BNY Mellon February 2011 - Present
Wise Apps Development March 2010 - Present
BNY Mellon June 2010 - February 2011
Bank of New York Mellon November 2007 - June 2010
Bank of New York Mellon February 2006 - November 2007
Mellon Financial Corporation June 2004 - February 2006
Skills
Business Analysis, Web Development, Finance, Fixed Income, Project Management, Analysis, Risk Management, Asset Management, Software Project..., Process Improvement, SQL
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
Master of Science
University at Buffalo 1999 — 2003
Bachelor of Arts
AK Healthcare Consulting LLC 2009 - Present
Cardinal Health March 2001 - May 2009
Cardinal Health January 1997 - March 2001
Cardinal Health August 1992 - January 1997
Bank of New York Mellon September 1988 - July 1992
UPMC Mercy Hospital August 1984 - July 1986
Skills
Capital Equipment, Healthcare Industry, Hospitals, Healthcare, Medical Devices, Healthcare Information..., Strategy, Leadership, Healthcare Consulting, Managed Care, Contract Negotiation, Business Strategy, Pharmaceutical Sales, Process Improvement, Sales, Sales Operations, Sales Management, Cross-functional Team..., Management, Pharmaceutical Industry, Strategic Planning, Product Launch, Market Research, Marketing, Training, Market Development, Cardiology, Selling, EHR, Informatics, Operating Room, Physicians, Healthcare Management, Analytics, EMR
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MBA, Finance and Marketing
Indiana University of Pennsylvania 1980 — 1984
BS, Biology/Chemistry
Bank of New York Mellon October 2006 - Present
BNY Mellon 2003 - Present
Kidder Peabody 1986 - 1995
Citibank 1978 - 1986
Education
Clark University 1969 — 1973
SMAM BAStandish Mellon2006 - Present
Standish Mellon 2006 - Present
Standish Mellon 2006 - Present
Standish 2006 - Present
Bank of New York Mellon 2006 - Present
Standish Asset Management 2006 - Present
Education
Clemson University 1988 — 1992
Citigroup September 2010 - Present
Bank of New York Mellon April 2007 - September 2010
ProElite 2006 - 2008
The Decorum Consulting Group 2006 - 2008
Paul Weiss 2005 - 2006
Skills
Research, AML, OFAC, Due Diligence, KYC, USA PATRIOT Act, Banking, Bank Secrecy Act, Financial Risk, Risk Assessment, Operational Risk..., Financial Services, Securities, Analysis, Financial Institutions, Risk Management, Commercial Banking, CAMS, Fraud, Operational Risk, Financial Regulation, Internal Audit, Anti Money Laundering, Derivatives, Investment Banking, FINRA, Wealth Management, Fixed Income, Enterprise Risk..., Corporate Governance, Management, Asset Management, Retail Banking, Investments, FCPA, Series 24, Securities Regulation, Mergers & Acquisitions, Tagalog, Actimize, Portfolio Management, Capital Markets, Finance, Regulations, Series 63
Education
College of Mount Saint Vincent 1989 — 1993
BS, Psychology
City University of New York - Brooklyn College August 2011 - Present
TransCare April 2010 - June 2011
Bank of New York Mellon January 2008 - June 2010
American Express November 2004 - December 2007
Alliance Capital Management 2001 - 2003
Skills
Six Sigma, Vendor Management, Business Process..., Business Analysis, Process Improvement, Program Management, Visio, Cross-functional Team..., Microsoft Office, Black Belt, Project Management, Operations Management, SDLC, Data Analysis, Business Strategy, Change Management, Risk Management, Strategic Planning, Management, Team Building, PMO, Team Leadership, Management Consulting, Disaster Recovery, Business Continuity..., Access, Analysis, PeopleSoft
Education
City University of New York-Brooklyn College 1998 — 2002
Bachelor of Science (B.S.), Computer Science
BNY Mellon July 2009 - Present
BNY Mellon January 2005 - July 2009
Bank of New York Mellon 2001 - 2005
Skills
Mutual Funds, Fund Accounting, Fund Administration, Back Office, Hedge Funds, Cost Accounting, Accounting, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Bloomberg Terminal, Cash Management, Corporate Actions, Derivatives, ETFs, Equities, FX Options, Financial Reporting, Financial Services, Fixed Income, Fund Of Funds, Internal Controls, Investment Banking, Investments, Management, Middle Office, Options, Portfolio Management, Securities, Securities Lending, Swaps, Trading Systems, Financial Analysis, Risk Management, Banking
Education
City University of New York-Brooklyn College 1992 — 1995
Bachelor of Arts, Economics
BNY Mellon April 2011 - Present
BNY Mellon June 2009 - April 2011
Bank of New York Mellon April 2008 - June 2009
Lord & Taylor April 2006 - April 2008
Lord & Taylor October 2004 - April 2006
American Eagle Outfitters February 2001 - December 2003
Skills
Employee Benefits, Human Resources, Onboarding, Customer Service
Education
Clarion University of Pennsylvania 1997 — 2001
J.P. Morgan September 2013 - Present
Bank of New York Mellon September 1997 - August 2013
AHMG Consultants July 1996 - September 1997
Skills
Enterprise Architecture, Information Architecture, Virtualization, Cloud Computing, Big Data, HBase, Apache Spark, Apache Storm, Lucene, Solr, Hadoop, MongoDB, Brokerage, Securities, Trading, Business Analysis, Project Planning, Software Development, SDLC, Web 2.0, Liferay, Back Office, Spring, Offshore, Portals, Scala, Grails, Python, Java, Perl, Oracle, Dojo, jQuery, Middleware
Education
City University of New York City College 1992 — 1996
BS, Computer Science
Eastern Kentucky University 1992 — 1992
Computer Science
Dhaka College 1988 — 1990
Willes little flower
KGS Advisory Services December 2012 - Present
zIngenuity September 2013 - August 2015
BBVA Compass April 2011 - November 2012
Bank of New York Mellon February 2008 - June 2011
American Home Mortgage February 2007 - August 2007
National City Corporation June 2005 - January 2007
National City Corporation March 2004 - May 2005
Skills
Financial Analysis, Process Improvement, Operations Management, Performance Improvement, Operational Analysis, Mortgage Lending, Mortgage Banking, Loans, Banking, Credit, Loan Origination, Credit Risk, Risk Management, Credit Analysis, Retail Banking, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Financial Services, Business Planning, Residential Mortgages, Leadership, Relationship Management, Finance, Refinance, Analysis, Consumer Lending, Financial Risk
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1998
MBA, Banking and Finance
Cleveland State University 1991 — 1995
BS, Economics
Bank of New York Mellon December 2007 - Present
The Bank of NewYork Mellon 2007 - Present
AIG Investments May 2006 - December 2007
Bank of New York December 1994 - May 2006
Education
City University of New York-Brooklyn College 1991 — 1997
B.S. in Accounting
Barclays October 2012 - Present
BlackRock October 2007 - October 2012
Bank of New York Mellon August 2004 - October 2007
Commerzbank AG April 1998 - August 2004
Colson Services February 1997 - April 1998
Skills
ABS, Securitization, Structured Finance, Loans, Residential Mortgages, CLO, Corporate Trust, Swaps, MBS, Asset Management, CDO, Fixed Income, Derivatives, Bonds, Securities, Debt, Risk Management, Bloomberg, Hedge Funds, Credit, Financial Modeling, Investments, CMBS, Funding, Capital Markets, Syndications, Interest Rate Swaps, Structured Products, Compliance
Education
City University of New York-Brooklyn College 1992 — 1996
Finance, Business Management & Finance
Bank of New York Mellon 2007 - 2008
JPMorganChase 2001 - 2007
Education
City University of New York City College 1992 — 1996
Allianz Global Investors Distibutors LLC August 2008 - Present
Merrill Lynch July 2007 - July 2008
Bank of New York Mellon August 2001 - July 2007
UBS July 1996 - August 2001
Skills
Mutual Funds, Asset Management, Asset Allocation, Wealth Management, Series 24, Separately Managed..., Series 63, Fixed Income, Series 7, Alternative Investments, ETFs, Equities
Education
College of Mount Saint Vincent
B.A. Business Administraton, Finance
Eukodyne, LLC April 2013 - Present
BNY MELLON October 2011 - April 2013
Bank of New York Mellon 2006 - October 2011
Applimation 2005 - 2006
Cognia 2002 - 2005
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Securities, Hedge Funds, Asset Management, Financial Services, Middle Office, Financial Analysis, Business Analysis, Financial Modeling, Portfolio Management, Alternative Investments, Data Analysis, Investments, SDLC, Analysis, Project Management, Capital Markets, FX Options, Microsoft Excel, VBA, SQL, Vendor Management, Financial Reporting
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2013
MSCF, Finance, Quant
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Science (BS), Computer Science
Susquehanna Bank September 2012 - Present
Automated Financial Systems April 2008 - September 2012
Bank of New York Mellon 2005 - 2008
Wells Fargo 2000 - 2004
Skills
Credit Risk, Banking, Credit, Financial Analysis, Credit Analysis, Risk Management, Portfolio Management, Commercial Banking, Budgets, Business Analysis, Business Requirements, Commercial Lending, Financial Risk, Loans, Loan Servicing
Education
Temple University 1994 — 1996
Case Western Reserve University
PPD January 2006 - Present
ESD Solutions August 2002 - October 2005
Bank of New York Mellon May 1998 - July 2002
Kuehne + Nagel December 1997 - May 1998
MicroWarehouse December 1996 - December 1997
Winer February 1993 - December 1996
Chinese Academy of Sciences July 1987 - March 1990
Skills
Pharmaceutical Industry, Clinical Trials, SQL, Data Analysis, CRO, Software Development, Java, Linux, SAS, Validation
Education
City University of New York-Herbert H. Lehman College 1990 — 1992
MS, Computer Science
Fudan University 1983 — 1987
BS, Computer Science
J.P. Morgan August 2014 - Present
Bank of New York Mellon August 2010 - July 2014
BNY Alternative Investments LLC 2000 - August 2010
Koifman, CPA & Assoc. 1998 - 2000
Skills
Hedge Funds, Financial Services, Fixed Income, Fund Administration, Equities, Fund Accounting, Bloomberg, Alternative Investments, Asset Management, Derivatives, Financial Risk, Portfolio Management, Capital Markets, Mutual Funds, Middle Office, Securities, Bonds, FX Options, Trading Systems, Options, Back Office, Financial Markets, Investment Banking, Private Equity, Financial Analysis, Investments, Trading, Equity Derivatives, Corporate Actions, Structured Finance, Structured Products, Investment Management, Fund Of Funds, Swaps, Valuation
Education
New York University 2004 — 2005
Certificate, Financial Risk Management
City University of New York-Hunter College 1996 — 2000
BS, Accounting
Kyiv Engineering Technical Institute
BS, Mechanical Engineering
Bank of New York Mellon 2005 - Present
Education
Central Connecticut State University 1982 — 1987
Wells Fargo January 2015 - Present
Wells Fargo June 2013 - January 2015
Bank of New York Mellon February 2008 - May 2013
Bank of America (NYSE) October 2004 - April 2007
LaBranche & Company LLC (NYSE) May 2002 - October 2004
Skills
-Conducting Analyses on..., -Experienced Equity..., -Advanced Results..., -Application of..., Advanced knowledge on..., -Tactical in Business..., -Running Effective..., Advanced Skills in..., -Raising the Bar, Account Reconciliation
Education
City University of New York-College of Staten Island 1996 — 2001
BS & BA, Finance & Economics, January 2001
U.S. TRUST, Bank of America Private Wealth Management January 2005 - August 2008
us trust September 1987 - August 2008
U.S. Trust Company of New York 1987 - 2008
U.S. Trust Company of NY January 2004 - December 2004
U.S. Trust Company of NY June 2002 - December 2003
U.S. Trust Company of NY October 1994 - June 2002
U.S. Trust Company of NY 1991 - October 1994
U.S. Trust Company of NY September 1987 - 1991
Bank of New York Mellon 1984 - February 1987
Education
Prospect Heights HS 1976 — 1980
City University of New York-Brooklyn College
B.S., Business, Management & Finance
Morgan Stanley January 2012 - Present
Morgan Stanley June 2009 - December 2011
Bank of New York Mellon May 2008 - November 2008
Northepointe Solutions December 2007 - May 2008
Lehman Brothers April 2006 - October 2007
State Street Bank June 2003 - May 2005
Skills
Reference Data, Fixed Income, Asset Managment, Equities, Middle Office, Portfolio Management, Capital Markets, Securities, Alternative Investments, Investments, Hedge Funds, Trading Systems, Derivatives, Wealth Management, Risk Management, Bonds, Financial Services, Market Data, Business Analysis, Back Office
Education
City University of New York-Hunter College
Bank of New York Mellon October 2009 - Present
Finis Inc November 2008 - March 2009
First American Title April 1999 - May 2008
Orrick, Herrington & Sutcliffe LLP September 1991 - October 1998
Skills
SDLC, Vendor Management, Product Management, Disaster Recovery, ITIL, Business Analysis, SharePoint, Backup Exec, Data Center, Active Directory, IT Strategy, Integration, IT Operations, Windows Server, Security, Virtualization
Education
City College of San Francisco
AA, Electronics Technologhy
Swatch Group US August 2015 - Present
Gucci December 2011 - July 2015
Loro Piana December 2002 - December 2011
Gap Inc. November 1999 - December 2002
Bank of New York Mellon August 1998 - November 1999
Skills
Retail, Luxury Goods, Merchandising, Project Planning, Visual Merchandising, Project Management, Fashion, Budgets, Store Management, Management, Trend Analysis, Retail Design, POS, Inventory Management, Sales, Forecasting, Multi-channel Retail, Contract Negotiation, Apparel, Luxury, Customer Service
Education
NYU Schack Institute of Real Estate 2012 — 2012
AutoCAD
New York University 2008 — 2010
Project Management
City University of New York-Hunter College 1999 — 2003
Bank of New York Mellon April 1997 - Present
Prudential Securities 1994 - 1997
Education
John Jay College of Criminal Justice 1976 — 1980
BS, Criminal Justice
2015 Armed Forces Insurance National Guard Spouse of the Year May 2015 - Present
Steel City Vets June 2012 - Present
BNY Mellon June 2010 - Present
Bank of New York Mellon August 2007 - June 2010
SPX Air Treatment May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Accounting, Microsoft Word, Financial Reporting, Access, Financial Analysis, Customer Service, Time Management, Finance, Human Resources, Teamwork, Equities, Budgets, Analysis, Insurance
Education
Robert Morris University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Chatham College 2003 — 2007
Bachelor of Arts (B.A.), Accounting and Political Science
BNY Mellon April 2013 - Present
Bank of New York Mellon June 2010 - March 2013
Bank of New York Mellon March 2009 - June 2010
ING Investment July 2008 - February 2009
Robeco Investment Management May 2005 - July 2008
Warburg Pincus February 2004 - November 2004
The Shattan Group March 2001 - November 2003
Skills
Equities, Fixed Income, Bloomberg, Mutual Funds, Hedge Funds, Securities, Asset Managment, Derivatives, Portfolio Management, Investments, Alternative Investments, Back Office, Settlement, ETFs, Fund Administration, Corporate Actions, Investment Banking, Global Custody, Bonds, Financial Services, Bloomberg Terminal, Equity Derivatives, FX Options, Options, Asset Management, Middle Office, Fund Accounting
Education
Long Island University, Brooklyn Campus 2012 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Brooklyn College 2010 — 2012
Bachelor of Science (BS), Business Management & Finance
BMCC
Associate, Business Administration and Management, General
ISACA New York Metropolitan Chapter May 1995 - Present
Bank of New York Mellon December 1992 - Present
Astoria Federal 1990 - 1992
East New York Savings Bank 1985 - 1989
Dollar Dry Dock 1981 - 1985
Education
New York University 1992 — 1995
MS
City University of New York-Hunter College 1970 — 1972
BS
Queensborough Community College 1967 — 1969
AS
JPMorgan Chase May 2007 - Present
Bank of New York Mellon 2004 - 2006
Skills
Leadership, Project Management, Management, Business Process, Securities, Business Analysis, Equities, Fixed Income, SDLC, Investment Banking, Derivatives, Financial Services, Vendor Management, Risk Management, Banking, Corporate Actions
Education
City University of New York-Brooklyn College 1975 — 1979
KPMG US April 2011 - Present
Deloitte & Touche August 2008 - April 2011
Deloitte & Touche August 2006 - August 2008
Bank of New York Mellon 2003 - 2005
Education
Colby College 1999 — 2003
Economics, Political Science
TransparINT, LLC November 2013 - Present
AML Source December 2012 - May 2015
Citi January 2013 - February 2014
HSBC August 2012 - December 2012
Citigroup August 2011 - August 2012
Bank of New York Mellon March 2009 - July 2011
Gryphon Investigations May 2008 - January 2009
JPMorgan Chase July 2006 - May 2008
Skills
Fraud, AML, Private Investigations, KYC, Due Diligence, Investigation, Risk Analysis, USA PATRIOT Act, Financial Institutions, OFAC
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2006
BA, Forensic Psychology
Bank of New York Mellon January 2009 - Present
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Fund Accounting, Securities, Derivatives, Series 7, Portfolio Management, Transfer Agency, Global Custody, Fund Of Funds, Investment Management
Education
Chaffey College
Los Angeles Harbor College
Associate of Arts (A.A.), Business Administration and Management, General
SEVEN-17 Advisory & Consulting Services, LLC March 2013 - Present
Citi May 2005 - January 2013
AllianceBernstein 2001 - 2005
Bank of New York Mellon 1998 - 2001
Skills
Operational Risk..., Middle Office, Project Management, Strategy Implementation, Operations Management, Staff Development, Staff Augmentation, Strategic Thinking, Hedge Funds, Relationship Management, Vendor Relationships, Global Custody, Private Banking, Global Project..., Building Strong..., New Client..., Audit & Compliance Risk..., Broker-Dealer Operations, Outsourcing Management, Outsourcing Development..., Fixed Income Operations..., Domestic Equities..., Global Equities..., Financial Markets, Asset Management, Asset Managment, Team Building, Securities, Equities, Back Office, FX Options, Outsourcing, Fixed Income, Vendor Management, Mutual Funds, Capital Markets, Settlement, Product Management, Trading, Risk Management, SDLC, Portfolio Management, Financial Risk, Investment Management, Financial Services, Business Process, Management, Derivatives, Bonds, Team Management
Education
City University of New York-Brooklyn College
BA, Economics
Bank of New York Mellon 2014 - Present
National Grid 2013 - 2013
United Technologies--Carrier Corporation 2011 - 2012
InfoCision Management Corporation 2010 - 2011
Ohio Statewide Closings dba Insured Closings November 2005 - October 2008
Skills
Budgets, Customer Service, Financial Analysis, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Process Improvement, Risk Management, Team Building, Access, Teamwork, Customer Satisfaction, Time Management, Sales, Event Planning, Research, Marketing, Strategic Planning, Social Networking
Education
Johnson and Wales University 1991 — 1993
Master's degree, Hospitality/Business Management
Johnson and Wales University 1989 — 1991
Bachelor's degree, Hospitality/Business Administration
Cayuga County Community College 1986 — 1988
Associate of Arts (AA), History/Liberal Arts
Southern Cayuga Central School 1979 — 1985
NY State Regents, General Studies
Bank of New York Mellon August 1974 - Present
Education
Clark Atlanta University 1973 — 1974
MBA, Finance & Marketing
Morehead State University 1968 — 1972
Bachelor of Science, Business Administration & Economics
Bank of New York Mellon April 1996 - Present
Education
Brooklyn College
MA
Neuberger Berman October 2005 - Present
Lazard Asset Management December 2003 - October 2005
Bank of New York Mellon September 2000 - November 2003
Education
City University of New York-College of Staten Island 1996 — 2000
BS, Management
Bank of NY Mellon April 2013 - Present
Bank of New York Mellon 1998 - April 2013
Spear Leeds and Kellog 1996 - 1998
DTCC 1985 - 1996
Skills
Requirements Analysis, Risk Management, IT Strategy, SDLC, Software Project..., Banking, Enterprise Architecture, Sybase, Business Analysis, Integration, Investment Banking, Equities, SQL, Leadership, Trading Systems, Requirements Gathering, Vendor Management, Agile Methodologies
Education
City University of New York-Brooklyn College 1985 — 1993
BS, Computer and Information Science, Graduated Summa Cum Laude
Education Management Corportation February 2012 - Present
EDMC May 2010 - January 2012
EDMC October 2008 - March 2010
EDMC September 2006 - October 2008
PNC Advisors February 2002 - March 2006
PNC Capital Markets July 2000 - February 2002
PNC Capital Markets June 1999 - August 1999
Bank of New York Mellon July 1993 - August 1998
Zardoya Otis, S.A June 1992 - August 1992
Skills
Variance Analysis, Monthly Close Process, Accounts Receivable, Analytics, Financial Analysis, Securities Lending, Trading, Financial Modeling, Hyperion Enterprise, CampusVue, Executive Reporting, Covenant Compliance, Presenting to Clients, Credit Analysis, Forecasting, Process Improvement, Financial Forecasting, Accounting, Portfolio Management, Mergers, Data Analysis, Analysis, Strategic Financial..., Finance, Capital Markets, Training, Program Management, Project Management, Financial Risk, Management, Financial Services, Essbase, Budgets, Financial Reporting, Business Process..., Cost Accounting, Business Process, Corporate Finance, Mergers & Acquisitions, Managerial Finance, Business Analysis, Access, Competitive Analysis, Capital Budgeting, Microsoft Office
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1993
BA, International Relations
Neuberger Berman September 2008 - Present
Lehman Brothers October 2005 - September 2008
Lazard Asset Management November 2003 - October 2005
Bank of New York Mellon September 2000 - November 2003
Skills
Asset Management, Mutual Funds, Financial Analysis, Corporate Finance
Education
City University of New York-College of Staten Island 1996 — 2000
BS, Business Management
Bank of New York Mellon Accounting ClerkBank of New York MellonAugust 2008 - September 2008
UPMC January 2008 - July 2008
Education
Chatham University 2003 — 2007
Bachelor of Arts, Accounting
Classic Garden Design LLC April 2002 - Present
Clement Company LLC 1996 - Present
SmartServ Online, Inc. 2000 - 2002
Alysis Technologies, Inc. 2000 - 2000
Bank of New York - Inter Maritime Bank, Geneva 1993 - 1996
Bank of New York Mellon 1987 - 1993
Skills
Business Development, Entrepreneurship, Marketing, Marketing Strategy, CRM, Management, Leadership, Contract Negotiation, International Business, Business Strategy, Product Development, E-commerce, Sales, Start-ups, Corporate Finance, Landscape Design, Sales Management, Strategy, Banking, Telecommunications, Direct Sales, Trade Finance, Selling, Entrepreneurial Skills, Strategic Planning, Social Media, New Business Development, Wine, Wine Tasting, Wine & Spirits Industry
Education
Connecticut College 1983 — 1987
BA, Economics
City University London 1985 — 1985
Economics
Choate Rosemary Hall 1980 — 1983
Bank of New York Mellon March 2007 - Present
Education
City University of New York-Brooklyn College 1979 — 1981
Kingsborough Community College 1977 — 1979
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Primerica Financial Services February 2009 - June 2011
Bank of New York Mellon February 1999 - December 2008
The Bank of New York 1999 - 2005
Spear, Leeds & Kellogg 1997 - 1999
Merrill Lynch 1994 - 1997
ADP Brokerage / Broadridge 1978 - 1994
Restoration Christian Fellowship 1988 - 1993
Skills
SDLC, Software Project..., Process Improvement, Integration, Software Documentation, Business Process..., Software Development, Team Building, Quality Assurance, Project Management, Disaster Recovery, Management, Security, Business Analysis, Training, Leadership, Information Technology, Requirements Analysis, Software Process..., Visio, Vendor Management, Program Management, IT Strategy, RACI, Maturity Models, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Agile & Waterfall..., SharePoint, LibreOffice, Ubuntu, CMMI, Coaching & Mentoring, Analysis, Requirements Management, Functional Requirements, Stakeholder Management, Consulting
Education
AVTech 2014 — 2015
Project Management/Business Analyst
City University of New York-College of Staten Island 1971 — 1972
Computer Science
AVTech
Eagle Investment Systems January 2013 - Present
Eagle Investment Systems January 2013 - June 2015
Eagle Investment Systems July 2009 - December 2010
Eagle Investment Systems April 2007 - June 2009
Bank of New York Mellon June 2003 - April 2007
Skills
Sales, Sales Management, Management, Sales Process, Business Analysis, Financial Services, Fixed Income, Equities, Asset Management, SDLC, Portfolio Management, Financial Analysis, Derivatives, Requirements Analysis, Performance Measurement, Enterprise Data Modeling, Accounting, Fund Accounting, Sales Engineering
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2012
MBA, Finance and Strategy
University of Pittsburgh 1999 — 2003
Information Systems, Economics
MetLife May 2011 - Present
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch 2000 - 2009
ING Barings May 1998 - March 2000
Bank of New York Mellon February 1990 - May 1998
Education
City University of New York 1982 — 1986
BS, Accounting, Economics
Columbus Circle Investors July 2009 - Present
Angelo, Gordon & Co. 2005 - 2009
ForstmannLeff 2005 - 2009
Angelo, Gordon & Co. 2005 - 2009
Fulcrum Asset Management February 2004 - February 2005
Morgan Stanley Investment Management March 1994 - October 2003
Bank of New York Mellon August 1987 - March 1994
Skills
Portfolio Management, Equities, Mutual Funds, Valuation, Investment Banking, Risk Management, Investment Management, Hedge Funds, Alternative Investments, Management, Analysis, Marketing, Asset Management, Financial Risk, Investments
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1987
MBA, Finance
University of Pittsburgh School of Law 1983 — 1987
JD, Business
Tufts University 1979 — 1983
BA, English
The Hotchkiss School 1974 — 1978
Bank of New York Mellon March 1986 - Present
Bankers Trust September 1980 - March 1986
Harry S. Truman High School September 1979 - June 1980
Trail Blazer Camps 1975 - 1978
Skills
Risk Management, Banking, Project Management, SDLC, Business Analysis, Financial Services, Accounting
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Banking & Finance
New York University 1980 — 1980
N/A, Data Processing
Saint John's University 1978 — 1979
Certification, Secondary Science Education
City University of New York-Brooklyn College 1973 — 1977
B.S., Biology/Chemistry
BNY Mellon Company October 1997 - Present
Bank of New York Mellon 1997 - Present
Intergrated Designs - Entree' Computer February 1991 - December 1995
Banctec Service Corp April 1986 - October 1991
Education
City University of New York-College of Staten Island 1982 — 1985
A.A.S, Engineering Technology
Bering Strait School District July 2013 - Present
The Essential Baking Company June 2010 - Present
Central Washington University - Academic Achievement Programs March 2011 - March 2012
Bank of New York Mellon January 2008 - May 2008
Oberto Sausage Company July 2005 - August 2006
Skills
Elementary Education, Common Core State..., Daily 5, Literacy, Program Management, Research, Management, Higher Education, Data Analysis, PowerPoint, Microsoft Excel, Statistics, Access, Microsoft Office, Microsoft Word, Public Speaking, Critical Thinking, Teaching English as a..., Nonprofits, Financial Analysis, Accounting
Education
Central Washington University 2010 — 2013
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Pacific Lutheran University - School of Business 2006 — 2009
BBA, Accounting
Bank of New York Mellon August 1997 - Present
BNY Mellon 2010 - June 2014
Pauline Auberle Foundation February 1992 - September 1996
Auberle 1992 - 1996
Skills
Onboarding, Employee Relations, Human Resources, HRIS, Fundraising, Grant Writing, Annual Campaign
Education
Clarion University of Pennsylvania 1984 — 1988
BS, Communications
Bank of New York Mellon August 1999 - Present
Northrop Grumman January 1996 - March 1999
Westinghouse Research & Development Center December 1968 - January 1996
Skills
Access, Outlook, Microsoft Excel, Administrative..., Spreadsheets, Research
Education
Chatham College
Wilkinsburg High School
Academic Business
Univera Inc. August 2013 - Present
Solutions Resource, LLC September 2011 - August 2013
IBM Philippines, Inc. January 2010 - September 2011
Affiliated Computer Services, Inc. May 2008 - January 2011
Bank of New York - Mellon July 2007 - June 2008
Misys Midas Plus Global Cash Management (GCM ) April 2007 - July 2007
RCG Information Technology January 2007 - July 2007
PLDT June 2005 - January 2007
Skills
Hibernate, Oracle, Java, SDLC, HTML, Java Enterprise Edition, Databases, Tomcat, Business Intelligence, JSP, Scrum, Software Development, Web Services, Unix, SOA, UML, JUnit, XML, Microsoft SQL Server, PL/SQL, Weblogic, Design Patterns, JDBC, Websphere, DB2, Integration, OOP, PostgreSQL, SOAP, C#, Spring, Log4j, JPA, Liferay Portal 6, log4net, Spring 3, MongoDB, Velocity, REST, .NET, Subversion, EJB
Education
Centro Escolar University 1994 — 1998
Bachelor of Science, Commerce; Computer Science and Information System
Bank of New York Mellon June 2010 - Present
Bank of New York Mellon June 2010 - Present
JPMorgan Chase June 2008 - September 2009
Bear Stearns June 2004 - June 2008
Exult May 2002 - June 2004
Prudential Financial May 1997 - June 2002
Chase Manhattan Corporation February 1981 - May 1997
Skills
Options, Derivatives, Capital Markets, Securities, Investment Banking, Treasury Services, Security Clearance, Commodities, FX, Trading, Foreign Exchange, FX Options, Fixed Income, Hedge Funds, Equities, Settlement, Commodity, Management, Risk Management
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Finance
College of the Holy Cross 1976 — 1980
BS, Political Science
Bergen Catholic HS 1972 — 1976
College Prep
Bank of New York Mellon January 1982 - Present
Education
City University of New York-Brooklyn College
Computer Science
Home May 2009 - Present
Brown Brothers Harriman 1987 - 2009
Salomon Brothers 1984 - 1987
Bank of New York Mellon 1970 - 1984
Skills
Business Analysis, Financial Services, Analysis, Vendor Management, Risk Management, SDLC, Process Improvement, Management, Banking, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
City University of New York-Brooklyn College 1966 — 1970
BA, Economics
Verizon February 2014 - Present
BNY Mellon January 2012 - January 2014
Bank of New York Mellon June 2007 - January 2012
Skills
Fund Administration, InvestOne, NAV, Fund Services, Fund Of Funds, Transfer Agency, Corporate Actions, Unit Pricing
Education
City University of New York-Brooklyn College 2000 — 2007
Accountant, Economics
Brooklyn College
Bachelor of Science (BS), Accounting and Finance
Allegheny Steel Distributors October 2009 - Present
Bank of New York Mellon April 2008 - August 2009
TRACO July 2006 - October 2007
Education
Clarion University of Pennsylvania 1997 — 2002
BA, Communication
Butler Area Senior High School 1993 — 1997
Bank of New York Mellon March 1995 - April 2010
Citibank June 1989 - April 1995
Education
City University of New York City College 1996 — 1999
PricewaterhouseCoopers August 2009 - Present
Bank of New York Mellon May 2008 - July 2009
Clarion University 2006 - 2008
Pennsylvania Small Business Development Centers 2006 - 2008
Skills
Economics, Research, Trust Services, Charities, Leadership, Wealth Management..., Business Strategy, Small Business, Microsoft Excel, Account Reconciliation, Tax, Time Management
Education
Clarion University of Pennsylvania 2007 — 2008
M.B.A., Business Administration
Clarion University of Pennsylvania 2003 — 2007
B.S.B.A., Accounting, International Business
Mphasis Wyde December 2013 - April 2014
Dow Jones April 2012 - October 2012
VMS Consulting August 2009 - March 2012
Bank of New York Mellon November 2009 - May 2011
Broadridge August 2009 - November 2009
HMNA December 1997 - July 2009
UNUM 1986 - 1998
Commercial Life Insurance 1986 - 1998
Continental Insurance 1986 - 1998
MetLife 1970 - 1986
Skills
Clarity, Business Analysis, Documentation, Testing, SDLC, Systems Analysis, Vendor Management, Requirements Analysis, Visio, COBOL, MS Project, Lotus Notes, Databases, User Acceptance Testing, Mainframe, Analysis, Microsoft Office, Software Project..., Financial Services, Business Requirements, Project Management, Software Development, PMP, Business Process, Program Management, Oracle, Software Documentation, SharePoint, Requirements Gathering, CRM, Data Warehousing, Project Portfolio..., Business Intelligence, PMO, Consulting, Information Technology, Management, Process Improvement
Education
City University of New York City College 1968 — 1973
ba, english
St. Catharine's Academy 1964 — 1968
High School Diploma, academic
CenturyLink / Bank of America November 2010 - Present
NYSE Euronext April 2010 - November 2010
Bank of New York Mellon April 2007 - April 2010
Bear Stearns June 2006 - March 2007
Morgan Stanley May 2005 - May 2006
Glowpoint Inc September 2002 - April 2005
Skills
Cisco Technologies, VPN, Switches, Routers, OSPF, BGP, TCP/IP, WAN, EIGRP, Firewalls, Juniper, DNS, Cisco Nexus, Routing Protocols, RIP, Cisco Routers, Networking
Education
City University of New York-Herbert H. Lehman College
BA
Citi June 2014 - Present
Bank of New York Mellon June 2000 - May 2014
Skills
Equities, Securities, Mutual Funds, Hedge Funds, Fixed Income, Alternative Investments, ETFs, Asset Management, Financial Services, Banking, Capital Markets, Investments, Derivatives, Bonds, Series 7, Bloomberg, Trading, Back Office, Settlement, Corporate Actions, Financial Markets, FX Options, Investment Banking, Prime Brokerage, Investment Management, Relationship Management, Trading Systems, Wealth Management, Electronic Trading, Options
Education
City University of New York-Brooklyn College 1988 — 1990
Masters of Arts, Industrial/Organizational Psychology
Stony Brook University 1985 — 1988
Bachelors of Arts, Psychology
Wells Fargo October 2013 - Present
Bank of New York Mellon September 2010 - October 2013
PARIS SECURITIES CORPORATION July 2000 - June 2009
Skills
Fixed Income, Equities, Trading
Education
City University of New York-College of Staten Island 1998 — 2000
Bank of New York Mellon January 2013 - Present
BNY Mellon January 2008 - December 2013
Bank of New York January 2004 - December 2008
Bank of New York January 2002 - December 2004
Bank of New York January 1998 - December 2002
Bank of NewYork April 1995 - December 1997
Skills
Middle Office, Securities, Back Office, Financial Services, Equities, Fixed Income, Corporate Actions, Global Custody, Derivatives, Settlement, Collateral Management, Fund Administration, Securities Lending, Team Management, Fund Accounting, Banking, Hedge Funds, Asset Management, Mutual Funds
Education
City University of New York-Brooklyn College
MA, BA
City University of New York-Brooklyn College
BA & MA
ComplexCare Solutions September 2012 - Present
EmblemHealth May 2011 - September 2012
Weil Gotshal and Manges December 2010 - March 2012
SUNYIT Residential Life July 2009 - May 2010
SUNYIT College (Office of Annual Giving) March 2009 - May 2010
SUNYIT College (Office of Student Activities) August 2007 - May 2009
Bank of New York Mellon August 2004 - August 2005
Skills
Leadership, Teamwork, Project Planning, Research, Public Speaking, Access, Data Analysis, Nonprofits, Process Improvement, Fundraising, Leadership Development, Event Planning, Adobe Acrobat, Teaching, E-Learning, Lotus Notes, Database Administration, Office Administration, Microsoft Office, Microsoft Word, PowerPoint
Education
City University of New York-Herbert H. Lehman College 2013 — 2015
Bachelor of Science (B.S.), Health/Health Care Administration/Management
State University of New York Institute of Technology at Utica/Rome 2007 — 2010
Bachelors of Science, Business Administration
Deutsche Bank June 2013 - Present
PB Capital July 2007 - June 2013
DBRS October 2005 - July 2007
Bank of New York Mellon 2002 - 2004
Education
City University of New York-Brooklyn College
BS, Finance
Bank of New York Mellon March 2006 - Present
BNY Mellon March 2006 - Present
ECommerce Technology Start-up March 2011 - March 2012
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 2001 - July 2004
Morgan Stanley April 1996 - July 2001
Miller, Anderson and Sherrerd, LLC October 1993 - April 1996
HEM Pharmaceuticals April 1991 - October 1993
Viking Systems January 1989 - April 1991
Skills
Data Warehousing, Business Analysis, Big Data, Management, Strategic Leadership, Innovation Development, Data Analytics, Entrepreneurship, Investment Management, Venture Capital, Agile Project Management, Data Governance, Engaging Public Speaker, Strategic Consulting, Growth Strategies, Organizational..., Trend Forecasting, New Market Expansion, Global Mobility, Cloud-based, Financial Markets, Strategic Business..., Change Catalyst, Digital Media..., Innovation Consulting, Alternative Investments, Financial Services, Start-ups, Strategy, Risk Management, Analytics, Leadership, Consulting
Education
College of the Holy Cross
Bachelor of Arts (BA), Mathematics
Drexel University
Master of Science (MS), Computer Science, GPA: 3.7
Bank of New York Mellon
Skills
Accounting, Financial Reporting, Account Reconciliation, Internal Controls, GAAP, General Ledger, Financial Analysis, Financial Accounting, Financial Statements, Variance Analysis, US GAAP, Cash Management, Accruals, Sarbanes-Oxley Act, SEC filings
Education
City University of New York-Herbert H. Lehman College
Housing Authority City of Pittsburgh March 2007 - Present
Bank of New York Mellon February 2006 - March 2007
Skills
Budgeting, Accounting, Excel, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Office, Word, PowerPoint, Forecasting, General Ledger, Financial Planning, Financial Accounting, Budgets, Management, Finance, Strategic Financial..., Microsoft Word, Microsoft Excel, Investments
Education
Waynesburg University 2003 — 2005
Bachelor's, Finance
Clarion University of Pennsylvania 2002 — 2003
Morgan Stanley April 2011 - Present
Bank of New York Mellon April 2007 - November 2010
Education
College of the Holy Cross 2002 — 2006
Political Science
Prudential Financial January 2014 - Present
Bank of New York Mellon August 2010 - September 2013
AllianceBernstein December 2007 - June 2010
Morgan Stanley August 1996 - November 2007
Skills
Accounting, Asset Management, Bloomberg, Finance, Financial Analysis, Financial Reporting, Fixed Income, Equities
Education
City University of New York-Hunter College 1992 — 1996
BS, Accounting and Finance
Bank of New York Mellon January 2006 - January 2007
Skills
Equities
Education
City University of New York-Brooklyn College 1991 — 1993
BSc, Management and Finance
Gaudenzia, Inc. August 2013 - Present
Bank of New York Mellon January 2012 - August 2013
Nonprofit Technology Resources September 2010 - December 2011
Communities In Schools of Philadelphia/School District of Philadelphia August 2007 - August 2010
Skills
Mutual Funds, Research, Stocks, ETFs, Private Equity, WordPress, iOS development, HTML, Android SDK, Objective-C, Troubleshooting, Computer Hardware, Help Desk Support, Web Development, Laptops, Technical Support, Networking, OS X, Windows, Xcode, Investment Banking, Securities, Asset Management, Trading, Hedge Funds, Cloud Computing, Cloud Applications, Cloud Storage, Cloud-based, Active Directory, Windows Server, Servers, DNS, Virtualization, Group Policy, Windows 7, System Deployment, A+ Certified, CompTIA A+ Certification, Printers, Network Administration, Software Installation, Norton Ghost, System Administration, F#, Antivirus, Operating Systems, CompTIA Network+, Information Technology
Education
City University of New York
Bachelor's degree, Information Systems
Bank of New York Mellon July 2006 - Present
Skills
Account Reconciliation, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, General Ledger, Internal Controls, Auditing, Fund Accounting, Financial Statements, Accounts Payable, Sarbanes-Oxley Act, Investments, GAAP
Education
City University of New York-Hunter College 2002 — 2005
Accounting
Bank of New York Mellon November 2005 - Present
Skills
Equities, Fund Administration, Financial Analysis, Fund Accounting, Bloomberg, Securities
Education
City University of New York-Brooklyn College
Accounting
Bank of New York Mellon Trade Support AssociateLouis Capital Markets2002 - 2004
Education
College of Mount Saint Vincent 1998 — 2002
Bachelor of Science, International Business and Marketing
In transition 2015 - Present
Bank of America 2011 - 2015
BNY Mellon 2007 - 2011
JPMorgan Chase 2003 - 2005
Deutsche Bank 1999 - 2003
Scudder Kemper Investments 1998 - 1998
Bank of New York Mellon 1995 - 1998
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Business Analysis, Forecasting, Business Process, Risk Management, General Ledger, Managerial Finance, Management, Analysis, Budgets, Finance, Banking, Operational Risk..., PeopleSoft, Essbase, Balance Sheet..., UAT testing
Education
City University of New York-Brooklyn College
BS, Accounting
SS&C GlobeOp May 2015 - Present
Bank of New York Mellon 2011 - June 2015
State Street 2008 - 2011
Lehman Brothers 2007 - 2008
Citco Fund Services 2003 - 2007
Education
Brooklyn College 1997 — 2001
BS, Accounting
BNY Mellon November 2013 - Present
Bank of New York Mellon February 1992 - November 2013
Skills
Bloomberg Terminal, Financial Services, Equities, Mutual Funds, Financial Analysis, Investments, Valuation, Accounting, Fund Administration, Global Custody, Asset Allocation, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Relationship Management, Client Services, ETFs, Options
Education
Clarion University of Pennsylvania 1988 — 1992
Bachelor of Science, Marketing
Baldwin Highschool 1984 — 1987
Bank of New York-Mellon June 2011 - October 2011
Southwest Securities/M L Stern & Company January 1996 - January 2009
J B Oxford and Company January 1992 - January 1996
Wedbush Securities January 1988 - January 1992
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Data Entry, Medical Terminology, Phlebotomists, Typing, Filing
Education
Webster Career College 1987 — 1988
Medical Assistant, Phlebotomist
Centro Escolar University
Associate's degree, Psychology
High School Graduate
Associate's Degree, Psychology
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
Bank of New York Mellon 2006 - 2011
Skills
MS Office,Excel
Education
City University of New York-Herbert H. Lehman College 1993 — 1997
Bachelor of Science in Accounting, Accounting
Bank of New York Mellon May 2008 - Present
Bank of New York Mellon June 2007 - September 2007
Skills
Microsoft Excel, Lotus Notes
Education
Brooklyn College 2005 — 2011
BS, Accounting and Finance
Fust Charles Chambers LLP October 2013 - Present
Bank of New York Mellon August 2011 - September 2013
Magna Powertrain May 2010 - July 2011
Arcuri Construction May 2009 - September 2009
Education
State University of New York College at Oswego 2009 — 2011
Bachelor of Science in Accounting, Accounting
Cazenovia College 2001 — 2005
Bachelor of Science, Human Services
Bank of New York Mellon October 2013 - Present
The City of North Myrtle Beach May 2013 - September 2013
Coastal Carolina University January 2010 - May 2013
VITA (IRS Agency) December 2012 - April 2013
Lack's Beach Service April 2010 - August 2012
American Eagle Outfitters August 2007 - July 2009
Skills
Banking, Financial Services, Accounting, Financial Reporting, Auditing, Microsoft Excel, Financial Accounting, Time Management
Education
Coastal Carolina University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting