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
Jeff Sillik Jeff Sillik's Bank of New York Mellon Experience May 1994 - March 1997
Job Vice President Director of Credit Risk Management at ProLogis
Industry Real Estate
Experience
ProLogis March 2006 - Present
CoBank June 2005 - March 2006
BNP Paribas July 2002 - June 2005
Moody's Investors Service March 1997 - July 2002
Bank of New York Mellon May 1994 - March 1997
Education
Columbia University in the City of New York 1999 — 2001
New York University - Leonard N. Stern School of Business 1990 — 1994
ProLogis March 2006 - Present
CoBank June 2005 - March 2006
BNP Paribas July 2002 - June 2005
Moody's Investors Service March 1997 - July 2002
Bank of New York Mellon May 1994 - March 1997
Education
Columbia University in the City of New York 1999 — 2001
New York University - Leonard N. Stern School of Business 1990 — 1994
Jonathan Sokol Jonathan Sokol's Bank of New York Mellon Experience August 2009 - July 2011
Job Technical Analyst at Highlands Regional Medical Center
Industry Information Technology and Services
Experience
Community Health Systems May 2011 - Present
Bank of New York Mellon August 2009 - July 2011
PNC Financial Services Group March 2007 - August 2009
PNC Financial Services Group February 2006 - March 2007
PNC Financial Services Group August 2005 - February 2006
Citizens Bank April 2004 - August 2005
Skills
Troubleshooting, Hardware, Servers, Network Administration, Operating Systems, Software Installation, Computer Hardware, Analysis, Process Improvement, Databases, Networking, Windows, Microsoft Office, TCP/IP, Business Analysis, Technical Support, Visio, VPN, Access, Security, Java, Outlook, Active Directory, Windows Server, Windows XP Pro, Windows 7, Avaya IP Telephony, IP, iPhone, iPad, Remote Desktop, Virus Removal, Printers, Windows XP, LAN-WAN, Group Policy, Laptops, DNS, Help Desk Support, System Administration, System Deployment, Hardware Support, Microsoft Exchange, Citrix, A Certified, Project Management, Public Speaking, AS400 Administration, End User Training, Management
Education
University of Phoenix 2009 — 2013
BCS, Information Technology
Community College of Allegheny County 2007 — 2009
Certificate, Software Development & Network Administration
Community Health Systems May 2011 - Present
Bank of New York Mellon August 2009 - July 2011
PNC Financial Services Group March 2007 - August 2009
PNC Financial Services Group February 2006 - March 2007
PNC Financial Services Group August 2005 - February 2006
Citizens Bank April 2004 - August 2005
Skills
Troubleshooting, Hardware, Servers, Network Administration, Operating Systems, Software Installation, Computer Hardware, Analysis, Process Improvement, Databases, Networking, Windows, Microsoft Office, TCP/IP, Business Analysis, Technical Support, Visio, VPN, Access, Security, Java, Outlook, Active Directory, Windows Server, Windows XP Pro, Windows 7, Avaya IP Telephony, IP, iPhone, iPad, Remote Desktop, Virus Removal, Printers, Windows XP, LAN-WAN, Group Policy, Laptops, DNS, Help Desk Support, System Administration, System Deployment, Hardware Support, Microsoft Exchange, Citrix, A Certified, Project Management, Public Speaking, AS400 Administration, End User Training, Management
Education
University of Phoenix 2009 — 2013
BCS, Information Technology
Community College of Allegheny County 2007 — 2009
Certificate, Software Development & Network Administration
Regina McCarthy Regina McCarthy's Bank of New York Mellon Experience April 2006 - August 2008
Job Fund Accounting
Industry Financial Services
Experience
Northern Trust February 2013 - November 2013
Northern Trust January 2012 - January 2013
Northern Trust August 2008 - January 2012
Bank of New York Mellon April 2006 - August 2008
Skills
Bloomberg, Fund Accounting, Fund Administration, Hedge Funds, Mutual Funds
Education
Cork Institute of Technology 2001 — 2005
Business Studies
Northern Trust February 2013 - November 2013
Northern Trust January 2012 - January 2013
Northern Trust August 2008 - January 2012
Bank of New York Mellon April 2006 - August 2008
Skills
Bloomberg, Fund Accounting, Fund Administration, Hedge Funds, Mutual Funds
Education
Cork Institute of Technology 2001 — 2005
Business Studies
Norma Kearns Norma Kearns's Bank of New York Mellon Experience August 2009 - March 2010
Job Senior Fund Accountant at Citco Fund Services (San Francisco), Inc.
Industry Financial Services
Experience
Citco Fund Services (San Francisco), Inc. October 2014 - Present
Centaur Fund Services September 2010 - August 2014
J.P. Morgan February 2010 - August 2010
Bank of New York Mellon August 2009 - March 2010
Citigroup January 2009 - September 2009
Skills
Accounting, Corporate Finance, Financial Reporting, Account Reconciliation, Financial Accounting, Fund Administration, Fund Accounting, Financial Analysis, IFRS, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Finance, Financial Statements, Equities, Fixed Income, Auditing, US GAAP, Derivatives, Investments, Securities, Valuation, Microsoft Excel, Alternative Investments, Fund Of Funds, Private Equity, Analysis, Due Diligence, Bloomberg Terminal, Options, Teamwork, Bonds, Corporate Actions, FX Options, Financial Audits, Business Development, Financial Risk, Asset Allocation, Cash Flow, Time Management
Education
City Colleges, Dublin 2013 — 2014
Dublin Business School 2011 — 2012
ACCA
Waterford Institute of Technology 2005 — 2009
BA Financial Services, Business Studies
Citco Fund Services (San Francisco), Inc. October 2014 - Present
Centaur Fund Services September 2010 - August 2014
J.P. Morgan February 2010 - August 2010
Bank of New York Mellon August 2009 - March 2010
Citigroup January 2009 - September 2009
Skills
Accounting, Corporate Finance, Financial Reporting, Account Reconciliation, Financial Accounting, Fund Administration, Fund Accounting, Financial Analysis, IFRS, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Finance, Financial Statements, Equities, Fixed Income, Auditing, US GAAP, Derivatives, Investments, Securities, Valuation, Microsoft Excel, Alternative Investments, Fund Of Funds, Private Equity, Analysis, Due Diligence, Bloomberg Terminal, Options, Teamwork, Bonds, Corporate Actions, FX Options, Financial Audits, Business Development, Financial Risk, Asset Allocation, Cash Flow, Time Management
Education
City Colleges, Dublin 2013 — 2014
Dublin Business School 2011 — 2012
ACCA
Waterford Institute of Technology 2005 — 2009
BA Financial Services, Business Studies
Melissa L. Urquhart, CP Melissa L. Urquhart, CP's Bank of New York Mellon Experience April 2010 - December 2011
Job Legal Assistant at Commonwealth of Pennsylvania
Industry Law Practice
Experience
Commonwealth of Pennsylvania December 2014 - Present
Abes Baumann April 2014 - December 2014
Babst Calland September 2013 - April 2014
City of Pittsburgh December 2011 - April 2013
Bank of New York Mellon April 2010 - December 2011
Bar Louie May 2006 - December 2008
Sam Goody May 2004 - May 2005
University of Pittsburgh September 2001 - September 2003
Skills
Event Planning, Microsoft Office, Time Management, Public Speaking, Public Relations, Leadership, Marketing, Customer Service, Social Networking, Training, Social Media, Sales, Microsoft Excel, Microsoft Word, Customer Satisfaction, Retail, Research, Data Entry, Management, Outlook
Education
Duquesne University 2014 — 2016
Master of Science (MS), Leadership
Duquesne University 2010 — 2013
Certificate, Paralegal Studies
University of Pittsburgh 2001 — 2007
Bachelor of Arts, Communications
Commonwealth of Pennsylvania December 2014 - Present
Abes Baumann April 2014 - December 2014
Babst Calland September 2013 - April 2014
City of Pittsburgh December 2011 - April 2013
Bank of New York Mellon April 2010 - December 2011
Bar Louie May 2006 - December 2008
Sam Goody May 2004 - May 2005
University of Pittsburgh September 2001 - September 2003
Skills
Event Planning, Microsoft Office, Time Management, Public Speaking, Public Relations, Leadership, Marketing, Customer Service, Social Networking, Training, Social Media, Sales, Microsoft Excel, Microsoft Word, Customer Satisfaction, Retail, Research, Data Entry, Management, Outlook
Education
Duquesne University 2014 — 2016
Master of Science (MS), Leadership
Duquesne University 2010 — 2013
Certificate, Paralegal Studies
University of Pittsburgh 2001 — 2007
Bachelor of Arts, Communications
Maura E. Halloran Maura E. Halloran's Bank of New York Mellon Experience September 2007 - September 2009
Job Fixed Income Trader at US Trust
Industry Financial Services
Experience
US Trust May 2011 - Present
BNY Mellon September 2009 - June 2011
Bank of New York Mellon September 2007 - September 2009
Executive Press Office of Massachuettes Governor Mitt Romney May 2006 - January 2007
Skills
Fixed Income, Asset Managment, Bloomberg, Bonds, Trading
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Cross Continent MBA Program
Connecticut College 2003 — 2007
B.A., Government
US Trust May 2011 - Present
BNY Mellon September 2009 - June 2011
Bank of New York Mellon September 2007 - September 2009
Executive Press Office of Massachuettes Governor Mitt Romney May 2006 - January 2007
Skills
Fixed Income, Asset Managment, Bloomberg, Bonds, Trading
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Cross Continent MBA Program
Connecticut College 2003 — 2007
B.A., Government
Caroline Pugh's Bank of New York Mellon Experience April 2005 - April 2008
Job Writer, Artist, Photographer
Industry Writing and Editing
Experience
Denver Art Society April 2011 - Present
Caroline Pugh Photography October 2010 - Present
Young Survival Coalition August 2008 - August 2009
Musama May 2008 - July 2008
Bank of New York Mellon April 2005 - April 2008
Social Network Start-ups October 2006 - October 2007
Skills
Editing, Social Media, Advertising, Creative Writing, Blogging, Event Planning, Marketing, Public Relations, Social Media Marketing, Social Networking, Editorial, Photography
Education
New York University, ext. Film 2010 — 2010
UC, Berkeley ext. Marketing & Creative Writing 2006 — 2007
Columbia University - Graduate School of Journalism 2004 — 2004
Publishing
Trinity College 2000 — 2004
of '04 BA, Political Science; Philosophy
Denver Art Society April 2011 - Present
Caroline Pugh Photography October 2010 - Present
Young Survival Coalition August 2008 - August 2009
Musama May 2008 - July 2008
Bank of New York Mellon April 2005 - April 2008
Social Network Start-ups October 2006 - October 2007
Skills
Editing, Social Media, Advertising, Creative Writing, Blogging, Event Planning, Marketing, Public Relations, Social Media Marketing, Social Networking, Editorial, Photography
Education
New York University, ext. Film 2010 — 2010
UC, Berkeley ext. Marketing & Creative Writing 2006 — 2007
Columbia University - Graduate School of Journalism 2004 — 2004
Publishing
Trinity College 2000 — 2004
of '04 BA, Political Science; Philosophy
Alex Wronkowski Alex Wronkowski's Bank of New York Mellon Experience January 2010 - June 2010
Job Audit Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
Syracuse University September 2010 - May 2012
Bank of New York Mellon January 2010 - June 2010
Community College of Rhode Island September 2008 - December 2008
Target July 2003 - August 2008
Skills
Accounting, Auditing, Finance, Management, US GAAP, Sarbanes-Oxley, Leadership, SEC filings, Financial Analysis, IFRS, Assurance, Risk Assessment, OMB Circular A-133, ASC 470, PCAOB, GAAS, International Tax, Research
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science, Accounting/CPA
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Bachelor of Science, Accounting/CPA
Syracuse University Abroad: London, UK 2010 — 2010
Community College of Rhode Island 2006 — 2008
Associate's Degree, Business
Grant Thornton LLP October 2012 - Present
Syracuse University September 2010 - May 2012
Bank of New York Mellon January 2010 - June 2010
Community College of Rhode Island September 2008 - December 2008
Target July 2003 - August 2008
Skills
Accounting, Auditing, Finance, Management, US GAAP, Sarbanes-Oxley, Leadership, SEC filings, Financial Analysis, IFRS, Assurance, Risk Assessment, OMB Circular A-133, ASC 470, PCAOB, GAAS, International Tax, Research
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science, Accounting/CPA
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Bachelor of Science, Accounting/CPA
Syracuse University Abroad: London, UK 2010 — 2010
Community College of Rhode Island 2006 — 2008
Associate's Degree, Business
Ian Morris's Bank of New York Mellon Experience July 2007 - October 2010
Job Business Development at Summit Park, LLC
Industry Investment Banking
Experience
Summit Park, LLC November 2014 - Present
New Century Capital Partners June 2014 - November 2014
7 Mile Advisors November 2013 - June 2014
Morris Recruiting, LLC October 2012 - October 2013
Coe Capital Management, LLC April 2011 - November 2012
Bank of America October 2010 - April 2011
Bank of New York Mellon July 2007 - October 2010
Altair Advisers March 2006 - February 2007
Morgan Stanley September 2004 - April 2005
Skills
Investment Banking, Finance, Financial Modeling, Investments, Equities, Valuation, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Mutual Funds
Education
DePaul University 2001 — 2005
Hinsdale Central
Summit Park, LLC November 2014 - Present
New Century Capital Partners June 2014 - November 2014
7 Mile Advisors November 2013 - June 2014
Morris Recruiting, LLC October 2012 - October 2013
Coe Capital Management, LLC April 2011 - November 2012
Bank of America October 2010 - April 2011
Bank of New York Mellon July 2007 - October 2010
Altair Advisers March 2006 - February 2007
Morgan Stanley September 2004 - April 2005
Skills
Investment Banking, Finance, Financial Modeling, Investments, Equities, Valuation, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Mutual Funds
Education
DePaul University 2001 — 2005
Hinsdale Central
Nelson Brown Nelson Brown's Bank of New York Mellon Experience November 1998 - December 2000
Job President | CEO, Omni Business Solutions, Inc.
Industry Information Technology and Services
Experience
Omni Business Solutions, Inc. March 2004 - Present
Johnco Management Systems, Inc. January 2002 - February 2004
ABB - Asea Brown Boveri - World-wide December 2000 - December 2002
Bank of New York Mellon November 1998 - December 2000
Sony Pictures Entertainment August 1997 - November 1998
International Bank of Japan - Schroders July 1996 - August 1997
DLJ -Donaldson, Lufkin & Jenrette August 1995 - July 1996
New York Presbyterian Hospital June 1994 - July 1995
Bell Atlantic Business System Services March 1992 - June 1994
United States Department of Defense March 1991 - March 1992
Skills
Endorsements, Microsoft Technologies, EMC2, Cisco Technologies, Strategic Planning, Business Strategy, New Business Development, IT Management, IT Service Management, IT Strategy, IT Outsourcing, IT Solutions, Executive Management, Cloud Computing, Networking, Business Intelligence, Solution Selling, Telecommunications, Management, SaaS, Information Technology, Integration, Management Consulting, Security, Enterprise Software, Data Center, Virtualization, Infrastructure, Outsourcing, Consulting, Social Skills, Social Networking, Social Communication, Professional...
Education
DeVry Institute of Technology 1982 — 1984
BEET, Electronic Technology, 3.51
Omni Business Solutions, Inc. March 2004 - Present
Johnco Management Systems, Inc. January 2002 - February 2004
ABB - Asea Brown Boveri - World-wide December 2000 - December 2002
Bank of New York Mellon November 1998 - December 2000
Sony Pictures Entertainment August 1997 - November 1998
International Bank of Japan - Schroders July 1996 - August 1997
DLJ -Donaldson, Lufkin & Jenrette August 1995 - July 1996
New York Presbyterian Hospital June 1994 - July 1995
Bell Atlantic Business System Services March 1992 - June 1994
United States Department of Defense March 1991 - March 1992
Skills
Endorsements, Microsoft Technologies, EMC2, Cisco Technologies, Strategic Planning, Business Strategy, New Business Development, IT Management, IT Service Management, IT Strategy, IT Outsourcing, IT Solutions, Executive Management, Cloud Computing, Networking, Business Intelligence, Solution Selling, Telecommunications, Management, SaaS, Information Technology, Integration, Management Consulting, Security, Enterprise Software, Data Center, Virtualization, Infrastructure, Outsourcing, Consulting, Social Skills, Social Networking, Social Communication, Professional...
Education
DeVry Institute of Technology 1982 — 1984
BEET, Electronic Technology, 3.51
Jaclyn K Durant Jaclyn K Durant's Bank of New York Mellon Experience January 2000 - October 2000
Job Experienced Sr. Business Analysis, Project Management, Entrepreneur Coach, Instructor, and Non Profit Management
Industry Banking
Experience
The Entrepreneur's Source May 2005 - March 2013
UBS October 2000 - July 2008
Long Island University May 1999 - April 2001
Bank of New York Mellon January 2000 - October 2000
City University of New York May 1995 - May 1997
Skills
Coaching, Public Speaking, Strategic Planning, Team Building, Leadership Development, Non-profits, Employee Relations, Executive Coaching, Microsoft Office, Process Improvement, Entrepreneurship, Business Planning, Management, Training, Analysis, Sales, Nonprofits, New Business Development, Sales Management, Business Strategy, Human Resources, Business Development, Marketing, Small Business, Strategy, Program Management, Negotiation, Leadership, Talent Management, Management Consulting, Business Analysis, Start-ups, Organizational..., Finance, Business Process, SDLC, Business Coaching, Change Management, Executive Management, Software Documentation, Consulting, Team Leadership, Workshop Facilitation, Integration, Career Counseling, Access, Career Development, Quality Assurance, Employee Training, Business Process...
Education
Walden University 2011 — 2013
Doctoral Degree
Columbia University in the City of New York
Kentucky State University
BS
New School University
MA
The Entrepreneur's Source May 2005 - March 2013
UBS October 2000 - July 2008
Long Island University May 1999 - April 2001
Bank of New York Mellon January 2000 - October 2000
City University of New York May 1995 - May 1997
Skills
Coaching, Public Speaking, Strategic Planning, Team Building, Leadership Development, Non-profits, Employee Relations, Executive Coaching, Microsoft Office, Process Improvement, Entrepreneurship, Business Planning, Management, Training, Analysis, Sales, Nonprofits, New Business Development, Sales Management, Business Strategy, Human Resources, Business Development, Marketing, Small Business, Strategy, Program Management, Negotiation, Leadership, Talent Management, Management Consulting, Business Analysis, Start-ups, Organizational..., Finance, Business Process, SDLC, Business Coaching, Change Management, Executive Management, Software Documentation, Consulting, Team Leadership, Workshop Facilitation, Integration, Career Counseling, Access, Career Development, Quality Assurance, Employee Training, Business Process...
Education
Walden University 2011 — 2013
Doctoral Degree
Columbia University in the City of New York
Kentucky State University
BS
New School University
MA
Jennifer Kunkel's Bank of New York Mellon Experience January 2014 - Present
Job Corporate Banking Loan Administrator
Industry Financial Services
Experience
Bank of New York Mellon January 2014 - Present
Xerox 2008 - 2013
APAC Customer Services June 2006 - August 2008
HMS Host May 2003 - April 2006
Skills
Customer Service, Question Answering, Multi Tasking, Computers, Loans, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Call Centers, Calculations, Credit Reports, Databases, Data Entry, People Skills, Leadership, Teamwork, Supervisory Skills
Education
DeVry University 2011 — 2014
Bachelors of Science in Technical Management, Finance, General
Herkimer County Community College 2004 — 2011
General Studies, Liberal Arts and Sciences, General Studies and Humanities
Bank of New York Mellon January 2014 - Present
Xerox 2008 - 2013
APAC Customer Services June 2006 - August 2008
HMS Host May 2003 - April 2006
Skills
Customer Service, Question Answering, Multi Tasking, Computers, Loans, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Call Centers, Calculations, Credit Reports, Databases, Data Entry, People Skills, Leadership, Teamwork, Supervisory Skills
Education
DeVry University 2011 — 2014
Bachelors of Science in Technical Management, Finance, General
Herkimer County Community College 2004 — 2011
General Studies, Liberal Arts and Sciences, General Studies and Humanities
Vera Greenberg Vera Greenberg's Bank of New York Mellon Experience May 2009 - August 2009
Job at
Industry Financial Services
Experience
Citi February 2015 - Present
Citi September 2011 - February 2015
KPMG Advisory August 2010 - August 2011
Jefferies & Company October 2009 - December 2009
Bank of New York Mellon May 2009 - August 2009
Barclays Capital 2006 - 2009
Skills
Portfolio Management, Strategy, Investment Banking, Banking, Credit Risk, Competitive Analysis, Hedge Funds, Trading, Cross-functional Team..., Business Strategy, Analysis, Management, Securities, FX trading, Foreign Exchange, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science
Citi February 2015 - Present
Citi September 2011 - February 2015
KPMG Advisory August 2010 - August 2011
Jefferies & Company October 2009 - December 2009
Bank of New York Mellon May 2009 - August 2009
Barclays Capital 2006 - 2009
Skills
Portfolio Management, Strategy, Investment Banking, Banking, Credit Risk, Competitive Analysis, Hedge Funds, Trading, Cross-functional Team..., Business Strategy, Analysis, Management, Securities, FX trading, Foreign Exchange, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science
Daniel Natale, CFA's Bank of New York Mellon Experience July 2008 - November 2011
Job Senior Associate, Manager Research at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting November 2011 - Present
Bank of New York Mellon July 2008 - November 2011
Fitch Ratings June 2007 - June 2008
Deerfield Capital Management November 2005 - December 2006
ABN AMRO Bank N.V. May 2004 - November 2005
Skills
Fixed Income, CDO, Settlement, Bloomberg, Hedge Funds, Asset Management, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Asset Allocation, Derivatives, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Dayton 1999 — 2003
Bachelor's of Science, Finance
Mercer Investment Consulting November 2011 - Present
Bank of New York Mellon July 2008 - November 2011
Fitch Ratings June 2007 - June 2008
Deerfield Capital Management November 2005 - December 2006
ABN AMRO Bank N.V. May 2004 - November 2005
Skills
Fixed Income, CDO, Settlement, Bloomberg, Hedge Funds, Asset Management, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Asset Allocation, Derivatives, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Dayton 1999 — 2003
Bachelor's of Science, Finance
Luming Chen's Bank of New York Mellon Experience June 1998 - January 2000
Job VP of Loss Forecasting and LLR, Credit & Portfolio Risk Mgr at Citigroup
Industry Banking
Experience
Citigroup October 2011 - Present
Citi January 2000 - September 2011
Bank of New York Mellon June 1998 - January 2000
Portfolio Information Corp. November 1996 - June 1998
Commercial Credit December 1995 - November 1996
CIESIN January 1994 - December 1995
Skills
Cnsumer Credit Risk, SAS, Statistical Reporting, Basel II, Portfolio Management, Banking, Loans, Fraud, Credit Risk, Credit, Risk, Forecasting, Risk Management, Credit Analysis, Financial Risk, Credit Scoring, Analysis, Market Risk, Finance, SAS programming, SAS Programming
Education
Columbia University in the City of New York 1990 — 2006
MA, MPhilosophy(ABD in Ph.D.), Social Psychology in Sociomedical Sciences
Nankai University
BA, Philosophy
Citigroup October 2011 - Present
Citi January 2000 - September 2011
Bank of New York Mellon June 1998 - January 2000
Portfolio Information Corp. November 1996 - June 1998
Commercial Credit December 1995 - November 1996
CIESIN January 1994 - December 1995
Skills
Cnsumer Credit Risk, SAS, Statistical Reporting, Basel II, Portfolio Management, Banking, Loans, Fraud, Credit Risk, Credit, Risk, Forecasting, Risk Management, Credit Analysis, Financial Risk, Credit Scoring, Analysis, Market Risk, Finance, SAS programming, SAS Programming
Education
Columbia University in the City of New York 1990 — 2006
MA, MPhilosophy(ABD in Ph.D.), Social Psychology in Sociomedical Sciences
Nankai University
BA, Philosophy
Tyler Louie's Bank of New York Mellon Experience March 2012 - September 2012
Job Head of Product for Mobile + Connected Devices at Experian
Industry Internet
Experience
Experian January 2015 - Present
Experian September 2012 - December 2014
Bank of New York Mellon March 2012 - September 2012
Bank of New York Mellon June 2010 - March 2012
Motorola August 2008 - August 2009
Motorola August 2007 - July 2008
Qualcomm June 2006 - September 2006
SAIC June 2005 - September 2005
Skills
Product Management, User Experience, Mobile Apps, Strategy, User Interface Design, Android, Personal Finance, Product Innovation, Entrepreneurship, User Interface, Web Applications, JavaScript, Web Analytics, Market Research, Project Management, Competitive Analysis, Microsoft Excel, Marketing Strategy, Interaction Design, Integration, Software Engineering, Teamwork, Program Management, Web Design, Social Media, Linux, HTML, Knowledge Sharing, User-centered Design, Product Marketing, Team Building, Design Patterns, C++, Photoshop, Python, Web Development, Communication, Software Development, Mobile Applications
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master of Management Studies, Business Administration and Management, General
Northwestern University 2003 — 2007
Bachelor of Science (B.S.), Computer Science and Engineering
La Jolla Country Day School 1990 — 2003
Diploma
Experian January 2015 - Present
Experian September 2012 - December 2014
Bank of New York Mellon March 2012 - September 2012
Bank of New York Mellon June 2010 - March 2012
Motorola August 2008 - August 2009
Motorola August 2007 - July 2008
Qualcomm June 2006 - September 2006
SAIC June 2005 - September 2005
Skills
Product Management, User Experience, Mobile Apps, Strategy, User Interface Design, Android, Personal Finance, Product Innovation, Entrepreneurship, User Interface, Web Applications, JavaScript, Web Analytics, Market Research, Project Management, Competitive Analysis, Microsoft Excel, Marketing Strategy, Interaction Design, Integration, Software Engineering, Teamwork, Program Management, Web Design, Social Media, Linux, HTML, Knowledge Sharing, User-centered Design, Product Marketing, Team Building, Design Patterns, C++, Photoshop, Python, Web Development, Communication, Software Development, Mobile Applications
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master of Management Studies, Business Administration and Management, General
Northwestern University 2003 — 2007
Bachelor of Science (B.S.), Computer Science and Engineering
La Jolla Country Day School 1990 — 2003
Diploma
Katie Post Katie Post's Bank of New York Mellon Experience June 2009 - April 2011
Job Portfolio Manager at Colorado State Bank and Trust
Industry Financial Services
Experience
Colorado State Bank and Trust April 2011 - Present
Bank of New York Mellon June 2009 - April 2011
Skills
Portfolio Management, Financial Analysis, Investments, Loans, Wealth Management, Credit, Financial Modeling, Mortgage Lending, Asset Allocation, Capital Markets, Equities, Mutual Funds, Valuation, Credit Analysis, Banking
Education
Cornell University
Bachelor of Arts, Psychology, Economics
Cranbrook Kingswood
Colorado State Bank and Trust April 2011 - Present
Bank of New York Mellon June 2009 - April 2011
Skills
Portfolio Management, Financial Analysis, Investments, Loans, Wealth Management, Credit, Financial Modeling, Mortgage Lending, Asset Allocation, Capital Markets, Equities, Mutual Funds, Valuation, Credit Analysis, Banking
Education
Cornell University
Bachelor of Arts, Psychology, Economics
Cranbrook Kingswood
Jeffrey Kinsey's Bank of New York Mellon Experience 1996 - 2000
Job Managing Partner at Kinsey Ventures, LLC, a Financial Services Consultant
Industry Financial Services
Experience
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
Marc Stern Marc Stern's Bank of New York Mellon Experience December 2006 - Present
Job Senior Mutual Fund Accountant at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon December 2006 - Present
Dreyfus June 2003 - December 2006
Skills
Mutual Funds, Fund Accounting, ETFs, Swaps, Accounting, Bloomberg Terminal, Corporate Actions, Equities, Cash Management, Equity Trading
Education
Dowling College 1999 — 2001
MBA, International Banking and Finance
Towson University 1995 — 1999
Bachelor of Arts (B.A.), Sports Management
Bank of New York Mellon December 2006 - Present
Dreyfus June 2003 - December 2006
Skills
Mutual Funds, Fund Accounting, ETFs, Swaps, Accounting, Bloomberg Terminal, Corporate Actions, Equities, Cash Management, Equity Trading
Education
Dowling College 1999 — 2001
MBA, International Banking and Finance
Towson University 1995 — 1999
Bachelor of Arts (B.A.), Sports Management
Barbara Paxton Barbara Paxton's Bank of New York Mellon Experience 1997 - 1999
Job Experienced Nonprofit Leader
Industry Nonprofit Organization Management
Experience
The Pearl Theatre Company 2013 - August 2015
Children of Bellevue September 2006 - November 2011
YWCA of the City of New York 2002 - 2005
Neighborhood Defender Service of Harlem 1999 - 2002
Meet The Composer 1999 - 2000
Bank of New York Mellon 1997 - 1999
ANZ Bank 1990 - 1995
The Chase Manhattan Bank 1986 - 1990
League of Women Voters 1980 - 1984
Skills
Non-profits, Fundraising, Event Management, Financial Management, Editing, Board Development, Volunteer Management, Grant Writing, Event Planning, Communication, Strategic Communications, Nonprofits, Philanthropy, Program Development, Program Management, Marketing, Leadership, Strategic Planning, Public Relations, Public Speaking, Strategy, Grants, Program Evaluation, Newsletters, Budgets, Research, Governance, Community Outreach, Annual Giving, Stewardship, Social Media, Management, Government
Education
Support Center for Nonprofit Management
N/A, Interim Executive Director Training
Columbia University - School of International and Public Affairs
MIA, Poltical Economy
Wellesley College
BA, History
The Pearl Theatre Company 2013 - August 2015
Children of Bellevue September 2006 - November 2011
YWCA of the City of New York 2002 - 2005
Neighborhood Defender Service of Harlem 1999 - 2002
Meet The Composer 1999 - 2000
Bank of New York Mellon 1997 - 1999
ANZ Bank 1990 - 1995
The Chase Manhattan Bank 1986 - 1990
League of Women Voters 1980 - 1984
Skills
Non-profits, Fundraising, Event Management, Financial Management, Editing, Board Development, Volunteer Management, Grant Writing, Event Planning, Communication, Strategic Communications, Nonprofits, Philanthropy, Program Development, Program Management, Marketing, Leadership, Strategic Planning, Public Relations, Public Speaking, Strategy, Grants, Program Evaluation, Newsletters, Budgets, Research, Governance, Community Outreach, Annual Giving, Stewardship, Social Media, Management, Government
Education
Support Center for Nonprofit Management
N/A, Interim Executive Director Training
Columbia University - School of International and Public Affairs
MIA, Poltical Economy
Wellesley College
BA, History
Gary Brownell Gary Brownell's Bank of New York Mellon Experience June 2010 - August 2010
Job Director of Analytics at GreenLancer
Industry Information Technology and Services
Experience
GreenLancer June 2015 - July 2015
Quicken Loans December 2013 - May 2015
Quicken Loans March 2013 - December 2013
ClearBridge Compensation Group July 2012 - February 2013
Q-Ref Real Estate Investments September 2010 - March 2011
Bank of New York Mellon June 2010 - August 2010
Craft Tech LLC June 2004 - May 2009
Skills
Research, Microsoft Excel, Valuation, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis, Social Media, Asset Managment, Economics, Analysis, Statistics
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Science (BS), Economics
Woodhaven High School 2004 — 2008
GreenLancer June 2015 - July 2015
Quicken Loans December 2013 - May 2015
Quicken Loans March 2013 - December 2013
ClearBridge Compensation Group July 2012 - February 2013
Q-Ref Real Estate Investments September 2010 - March 2011
Bank of New York Mellon June 2010 - August 2010
Craft Tech LLC June 2004 - May 2009
Skills
Research, Microsoft Excel, Valuation, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis, Social Media, Asset Managment, Economics, Analysis, Statistics
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Science (BS), Economics
Woodhaven High School 2004 — 2008
Anthony Sulpizio Anthony Sulpizio's Bank of New York Mellon Experience 1998 - December 2009
Job Sr. Applications Developer, Database Developer, Database Administrator, Team Leader
Industry Information Technology and Services
Experience
St. Joseph Enterprises, LLC February 2014 - Present
Toys R Us August 2011 - February 2014
Bank of New York Mellon 1998 - December 2009
St. Joseph's Software (@Goldman Sachs and Intracorp) 1997 - 1998
The Registry, Incorporated (@Digital Equipment Corporation) 1996 - 1997
Quest Diagnostics (was Corning Clinical Labs and Metpath) 1994 - 1996
Deutsche Bank (was Bankers Trust Company) 1994 - 1994
Enviromatix (aka “EMAX”) (was Chesapeake Software) 1993 - 1994
[Other Prior] 1987 - 1992
Education
Drexel University
MECHANICAL ENGINEERING
Stockton University
BS, INFORMATION AND SYSTEMS SCIENCES
St. Joseph Enterprises, LLC February 2014 - Present
Toys R Us August 2011 - February 2014
Bank of New York Mellon 1998 - December 2009
St. Joseph's Software (@Goldman Sachs and Intracorp) 1997 - 1998
The Registry, Incorporated (@Digital Equipment Corporation) 1996 - 1997
Quest Diagnostics (was Corning Clinical Labs and Metpath) 1994 - 1996
Deutsche Bank (was Bankers Trust Company) 1994 - 1994
Enviromatix (aka “EMAX”) (was Chesapeake Software) 1993 - 1994
[Other Prior] 1987 - 1992
Education
Drexel University
MECHANICAL ENGINEERING
Stockton University
BS, INFORMATION AND SYSTEMS SCIENCES
Lindsay McFarland Lindsay McFarland's Bank of New York Mellon Experience April 2003 - February 2005
Job HR Assistant at GYPSUM EXPRESS
Industry Transportation/Trucking/Railroad
Experience
GYPSUM EXPRESS December 2013 - Present
Carousel Industries January 2012 - November 2013
State Farm Insurance April 2011 - January 2012
MAC Source Communications February 2007 - April 2011
MAC Souce Communications February 2006 - February 2007
AXA Equitable February 2006 - February 2006
Bank of New York Mellon April 2003 - February 2005
Skills
VoIP, Unified Communications, Avaya, Telephony, Call Center
Education
Columbia College 2005 — 2009
B.S., Management, HR & Marketing
GYPSUM EXPRESS December 2013 - Present
Carousel Industries January 2012 - November 2013
State Farm Insurance April 2011 - January 2012
MAC Source Communications February 2007 - April 2011
MAC Souce Communications February 2006 - February 2007
AXA Equitable February 2006 - February 2006
Bank of New York Mellon April 2003 - February 2005
Skills
VoIP, Unified Communications, Avaya, Telephony, Call Center
Education
Columbia College 2005 — 2009
B.S., Management, HR & Marketing
Tom Eichenberger Tom Eichenberger's Bank of New York Mellon Experience July 2000 - November 2006
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
State Street May 2007 - January 2012
Bank of New York Mellon July 2000 - November 2006
The Chase Manhattan Bank September 1995 - June 2000
US Trust 1982 - 1995
Skills
Client Development, Pension Funds, Endowments, Change Management, Operations Management, Alternative Investments, Asset Management, Business Development, Portfolio Management, Relationship Management, CRM, Hedge Funds, Capital Markets, Mutual Funds, Investments, Fixed Income, Securities, Risk Management, Investment Management, Equities, Financial Services, Strategy, Management, Sales, Finance, Wealth Management, Banking, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Business
Williams College 2002 — 2002
Executive Program
State University of New York College at Oswego 1978 — 1981
BS, Business
Northern Trust July 2013 - Present
State Street May 2007 - January 2012
Bank of New York Mellon July 2000 - November 2006
The Chase Manhattan Bank September 1995 - June 2000
US Trust 1982 - 1995
Skills
Client Development, Pension Funds, Endowments, Change Management, Operations Management, Alternative Investments, Asset Management, Business Development, Portfolio Management, Relationship Management, CRM, Hedge Funds, Capital Markets, Mutual Funds, Investments, Fixed Income, Securities, Risk Management, Investment Management, Equities, Financial Services, Strategy, Management, Sales, Finance, Wealth Management, Banking, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Business
Williams College 2002 — 2002
Executive Program
State University of New York College at Oswego 1978 — 1981
BS, Business
James Yaremko, PMP, MBA James Yaremko, PMP, MBA's Bank of New York Mellon Experience October 2009 - Present
Job Vice President/Senior Project manager at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon October 2009 - Present
JPMorgan Chase November 1984 - November 2008
GAB Business Services October 1979 - November 1983
Education
Villanova University 2003 — 2004
Certificate, Project Management
Columbia University in the City of New York 1989 — 1999
Certificate, C Programming and Applications Development
Pace University - Lubin School of Business 1981 — 1986
MBA, Management Information Systems
Iona College 1975 — 1979
BBA, Finance
Stony Brook University
Bank of New York Mellon October 2009 - Present
JPMorgan Chase November 1984 - November 2008
GAB Business Services October 1979 - November 1983
Education
Villanova University 2003 — 2004
Certificate, Project Management
Columbia University in the City of New York 1989 — 1999
Certificate, C Programming and Applications Development
Pace University - Lubin School of Business 1981 — 1986
MBA, Management Information Systems
Iona College 1975 — 1979
BBA, Finance
Stony Brook University
Christine Tomic Christine Tomic's Bank of New York Mellon Experience June 2007 - September 2007
Job Consultant at Enconet Consulting
Industry Oil & Energy
Experience
Enconet Consulting October 2010 - Present
VerticalSearchWorks March 2010 - July 2010
Business Monitor International September 2009 - March 2010
Unicredit Markets and investment banking February 2008 - May 2008
Unicredit Markets and investment banking December 2007 - February 2008
Bank of New York Mellon June 2007 - September 2007
UniCredit Markets & Investment Banking January 2007 - February 2007
UniCredit August 2006 - September 2006
Enconet Consulting December 2005 - January 2006
Skills
Business Development, Financial Markets, Economics, Energy, Emerging Markets, Strategy, Business Strategy, Risk Management, Project Management, Management Consulting, Strategic Planning, Nuclear, Problem Solving, Foreign Languages, Communication, Management, Marketing Strategy, Analysis, Market Research
Education
Delft University of Technology 2013 — 2014
Master's degree, Nuclear Security
European Business School (EBS) - London 2008 — 2009
Master's degree, Entrepreneurial Management
European Business School (EBS) - London 2005 — 2008
Bachelor's degree (Hons), Business Management: Major in Economics
Vienna international School 1990 — 2005
High School Diploma, Austrian Matura and International Baccalaureate
Enconet Consulting October 2010 - Present
VerticalSearchWorks March 2010 - July 2010
Business Monitor International September 2009 - March 2010
Unicredit Markets and investment banking February 2008 - May 2008
Unicredit Markets and investment banking December 2007 - February 2008
Bank of New York Mellon June 2007 - September 2007
UniCredit Markets & Investment Banking January 2007 - February 2007
UniCredit August 2006 - September 2006
Enconet Consulting December 2005 - January 2006
Skills
Business Development, Financial Markets, Economics, Energy, Emerging Markets, Strategy, Business Strategy, Risk Management, Project Management, Management Consulting, Strategic Planning, Nuclear, Problem Solving, Foreign Languages, Communication, Management, Marketing Strategy, Analysis, Market Research
Education
Delft University of Technology 2013 — 2014
Master's degree, Nuclear Security
European Business School (EBS) - London 2008 — 2009
Master's degree, Entrepreneurial Management
European Business School (EBS) - London 2005 — 2008
Bachelor's degree (Hons), Business Management: Major in Economics
Vienna international School 1990 — 2005
High School Diploma, Austrian Matura and International Baccalaureate
Ilyssa Rose Ilyssa Rose's Bank of New York Mellon Experience August 2004 - July 2009
Job Executive Director at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. Senior Vice PresidentCitiJune 2011 - August 2014
Standard & Poor's August 2009 - June 2011
Bank of New York Mellon August 2004 - July 2009
BNY Mellon March 2004 - July 2009
IBR Consulting November 2002 - June 2004
Smith Barney August 1997 - November 2002
KPMG June 1996 - August 1997
Fidelity Investments November 1991 - June 1996
Skills
SDLC, Program Management, PMP, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Management, Governance, Vendor Management, Project Portfolio..., Business Process, Leadership, Oracle, Data Warehousing, Software Project..., Agile Methodologies, IT Management, Risk Management, Integration, Issue Management, Data Analysis, Data Mining, Risk Assessment, Operational Risk..., Investment Banking, AML, Prime Brokerage, Broker-Dealer, Compliance, Solution Architecture, IT Audit, Quality Assurance, Portfolio Management, ROI Strategies, Business Intelligence, Resource Management, CMMI, Six Sigma, Agile Project Management, Data Management, Data Modeling, Process Engineering, Global Custody, Quantitative Risk, Strategy
Education
Columbia University in the City of New York 2013 — 2017
Doctor of Philosophy (PhD), Computer/Information Technology Administration and Management
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
City University of New York-Queens College
BA, Mathematics and Computer Science
Syracuse University
BS, Accounting and Business/Management
JPMorgan Chase & Co. Senior Vice PresidentCitiJune 2011 - August 2014
Standard & Poor's August 2009 - June 2011
Bank of New York Mellon August 2004 - July 2009
BNY Mellon March 2004 - July 2009
IBR Consulting November 2002 - June 2004
Smith Barney August 1997 - November 2002
KPMG June 1996 - August 1997
Fidelity Investments November 1991 - June 1996
Skills
SDLC, Program Management, PMP, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Management, Governance, Vendor Management, Project Portfolio..., Business Process, Leadership, Oracle, Data Warehousing, Software Project..., Agile Methodologies, IT Management, Risk Management, Integration, Issue Management, Data Analysis, Data Mining, Risk Assessment, Operational Risk..., Investment Banking, AML, Prime Brokerage, Broker-Dealer, Compliance, Solution Architecture, IT Audit, Quality Assurance, Portfolio Management, ROI Strategies, Business Intelligence, Resource Management, CMMI, Six Sigma, Agile Project Management, Data Management, Data Modeling, Process Engineering, Global Custody, Quantitative Risk, Strategy
Education
Columbia University in the City of New York 2013 — 2017
Doctor of Philosophy (PhD), Computer/Information Technology Administration and Management
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
City University of New York-Queens College
BA, Mathematics and Computer Science
Syracuse University
BS, Accounting and Business/Management
Eric Benzenberg Eric Benzenberg's Bank of New York Mellon Experience June 2010 - August 2010
Job Legal Intern at New Jersey Office of Attorney General
Industry Law Practice
Experience
New Jersey Office of Attorney General August 2015 - Present
New York Law School August 2014 - Present
Kings County Supreme Court June 2015 - August 2015
College Republican National Committee August 2012 - November 2012
New Jersey Governor's Office October 2011 - July 2012
New Jersey Governor's Office September 2011 - October 2011
Bank of New York Mellon June 2010 - August 2010
Skills
Government, Grassroots Organizing, Political Science, Political Campaigns, Politics, Legal Research, Legal Writing, Client Relations, Microsoft Word, Research
Education
New York Law School 2014 — 2017
Doctor of Law (J.D.)
Dickinson College 2007 — 2011
Bachelor of Science (B.S.), Political Science
New Jersey Office of Attorney General August 2015 - Present
New York Law School August 2014 - Present
Kings County Supreme Court June 2015 - August 2015
College Republican National Committee August 2012 - November 2012
New Jersey Governor's Office October 2011 - July 2012
New Jersey Governor's Office September 2011 - October 2011
Bank of New York Mellon June 2010 - August 2010
Skills
Government, Grassroots Organizing, Political Science, Political Campaigns, Politics, Legal Research, Legal Writing, Client Relations, Microsoft Word, Research
Education
New York Law School 2014 — 2017
Doctor of Law (J.D.)
Dickinson College 2007 — 2011
Bachelor of Science (B.S.), Political Science
Diana Shutt Diana Shutt's Bank of New York Mellon Experience August 2004 - April 2010
Job Owner at Diana H. Shutt Consulting, LLC.
Industry Information Technology and Services
Experience
Zero Chaos June 2010 - Present
Diana H. Shutt Consulting, LLC. May 2010 - Present
Bank of New York Mellon August 2004 - April 2010
Mellon Financial Corporation 1998 - December 2003
Mellon Financial Corporation 1996 - 1997
Mellon Financial Corporation 1991 - 1996
US Steel Mon Valley Works 1989 - 1991
Hodge Electric Motors, Inc. 1974 - 1989
Skills
Sarbanes-Oxley Act, Information Technology, Software Documentation, Finance, Access, Auditing, IT Audit, Sarbanes-Oxley, Security, Internal Controls, Project Management, Outsourcing, Management, Analysis, Leadership
Education
Duquesne University 1994 — 1997
MBA, Information Technology Concentration
Seton Hill University
B.A, Information Management; Mathematics
Zero Chaos June 2010 - Present
Diana H. Shutt Consulting, LLC. May 2010 - Present
Bank of New York Mellon August 2004 - April 2010
Mellon Financial Corporation 1998 - December 2003
Mellon Financial Corporation 1996 - 1997
Mellon Financial Corporation 1991 - 1996
US Steel Mon Valley Works 1989 - 1991
Hodge Electric Motors, Inc. 1974 - 1989
Skills
Sarbanes-Oxley Act, Information Technology, Software Documentation, Finance, Access, Auditing, IT Audit, Sarbanes-Oxley, Security, Internal Controls, Project Management, Outsourcing, Management, Analysis, Leadership
Education
Duquesne University 1994 — 1997
MBA, Information Technology Concentration
Seton Hill University
B.A, Information Management; Mathematics
Jessica Brettell Jessica Brettell's Bank of New York Mellon Experience August 2008 - April 2009
Job Human Resources Benefits Temp. at Office Team American Eagle Outfitters
Industry Design
Experience
Office Team - American Eagle Outfitters January 2010 - Present
The Bank of New York August 2008 - April 2009
Bank of New York Mellon August 2008 - April 2009
GAI Consultants, Inc. January 2007 - July 2008
GAI Consultants January 2007 - July 2008
Private Political Party Group June 2007 - July 2007
MikeLStudios (Corporate Jesters) May 2007 - June 2007
EDMC June 2006 - December 2006
EDMC: South University Online June 2006 - December 2006
Boston Market June 2005 - August 2005
Education
Community College of Allegheny County 2009 — 2009
N/A, Web Design
Edinboro University of Pennsylvania 2001 — 2006
Bachelors, Applied Media Arts - Graphic Design
Office Team - American Eagle Outfitters January 2010 - Present
The Bank of New York August 2008 - April 2009
Bank of New York Mellon August 2008 - April 2009
GAI Consultants, Inc. January 2007 - July 2008
GAI Consultants January 2007 - July 2008
Private Political Party Group June 2007 - July 2007
MikeLStudios (Corporate Jesters) May 2007 - June 2007
EDMC June 2006 - December 2006
EDMC: South University Online June 2006 - December 2006
Boston Market June 2005 - August 2005
Education
Community College of Allegheny County 2009 — 2009
N/A, Web Design
Edinboro University of Pennsylvania 2001 — 2006
Bachelors, Applied Media Arts - Graphic Design
Cindy Jensen Cindy Jensen's Bank of New York Mellon Experience 1982 - 1996
Job SVP at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2004 - Present
JPMorgan Chase September 1999 - February 2004
Bank One 1999 - 2004
BankOne/First Chicago 1999 - 2003
PNC Bank 1996 - 1999
PNC Financial Services Group 1996 - 1999
Mellon Financial May 1982 - 1996
Mellon Bank 1982 - 1996
Bank of New York Mellon 1982 - 1996
Mellon Global Cash Management 1982 - 1996
Skills
Lockbox, Strategy, Cash Management, Banking, Management, Treasury Management, Product Management, Risk Management, Commercial Banking, Financial Services, Payments, Vendor Management, Credit, Loans, Relationship Management, Treasury Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Finance and Operations
Virginia Polytechnic Institute and State University 1977 — 1979
BS, Management
Wake Forest University 1975 — 1977
Liberal arts
U.S. Bank 2004 - Present
JPMorgan Chase September 1999 - February 2004
Bank One 1999 - 2004
BankOne/First Chicago 1999 - 2003
PNC Bank 1996 - 1999
PNC Financial Services Group 1996 - 1999
Mellon Financial May 1982 - 1996
Mellon Bank 1982 - 1996
Bank of New York Mellon 1982 - 1996
Mellon Global Cash Management 1982 - 1996
Skills
Lockbox, Strategy, Cash Management, Banking, Management, Treasury Management, Product Management, Risk Management, Commercial Banking, Financial Services, Payments, Vendor Management, Credit, Loans, Relationship Management, Treasury Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Finance and Operations
Virginia Polytechnic Institute and State University 1977 — 1979
BS, Management
Wake Forest University 1975 — 1977
Liberal arts
Steven Kalachman Steven Kalachman's Bank of New York Mellon Experience June 1994 - June 2003
Job Independent Licensed Real Estate Broker & Independent Feeonly Registered Investment Advisor
Industry Financial Services
Experience
Steven Kalachman LLC January 2011 - Present
SunPillar Financial Advisors May 2011 - Present
Halstead Property May 2006 - September 2011
Alamo Condominium - 55 East 93rd Street 2001 - 2004
Bank of New York Mellon June 1994 - June 2003
Alamo Condominium - 55 East 93rd Street 1999 - 2000
Lykes Brothers - Almeria Lykes 1988 - 1988
Skills
Valuation, Banking, Credit, Sellers, Negotiation, Residential Homes, Finance, Marketing Strategy, Financial Risk, Brokerage, Real Estate Transactions, Competitive Analysis, Credit Analysis, Investment Properties, Leases
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance, Deans List
United States Merchant Marine Academy 1986 — 1990
B.S., Marine Transportation
Steven Kalachman LLC January 2011 - Present
SunPillar Financial Advisors May 2011 - Present
Halstead Property May 2006 - September 2011
Alamo Condominium - 55 East 93rd Street 2001 - 2004
Bank of New York Mellon June 1994 - June 2003
Alamo Condominium - 55 East 93rd Street 1999 - 2000
Lykes Brothers - Almeria Lykes 1988 - 1988
Skills
Valuation, Banking, Credit, Sellers, Negotiation, Residential Homes, Finance, Marketing Strategy, Financial Risk, Brokerage, Real Estate Transactions, Competitive Analysis, Credit Analysis, Investment Properties, Leases
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance, Deans List
United States Merchant Marine Academy 1986 — 1990
B.S., Marine Transportation
Ashley N. Broderick's Bank of New York Mellon Experience June 2012 - August 2012
Job Assistant Project Manager, Toll Brothers City Living
Industry Real Estate
Experience
Toll Brothers City Living June 2014 - Present
Student Agencies, Inc. (SAI Properties) August 2012 - August 2014
AECOM - Tishman June 2013 - August 2013
Bank of New York Mellon June 2012 - August 2012
Virginia Tech Campus Planning, Space, and Real Estate August 2011 - May 2012
Reginald L. Thomas Architect, LLC June 2011 - August 2011
Virginia Tech - University Planning, Design, and Construction November 2009 - May 2010
Skills
Mixed-use, InDesign, Real Estate Financing, Real Estate Development, Sketching, Photoshop, Real Estate Economics, Submittals, Illustrator, Financial Modeling, Revit, SketchUp, AutoCAD, Project Management, Rendering
Education
Cornell University 2012 — 2014
Master of Professional Studies, Baker Program in Real Estate
Virginia Polytechnic Institute and State University (Virginia Tech) 2007 — 2012
Bachelor of Science (BS), Interior Design, Industrial Design Minor (Cum Laude)
Kean University 2010 — 2010
Summer Studio, Industrial Design
University of the Arts London 2010 — 2010
Study Abroad Summer Studio, Interior Architecture
Toll Brothers City Living June 2014 - Present
Student Agencies, Inc. (SAI Properties) August 2012 - August 2014
AECOM - Tishman June 2013 - August 2013
Bank of New York Mellon June 2012 - August 2012
Virginia Tech Campus Planning, Space, and Real Estate August 2011 - May 2012
Reginald L. Thomas Architect, LLC June 2011 - August 2011
Virginia Tech - University Planning, Design, and Construction November 2009 - May 2010
Skills
Mixed-use, InDesign, Real Estate Financing, Real Estate Development, Sketching, Photoshop, Real Estate Economics, Submittals, Illustrator, Financial Modeling, Revit, SketchUp, AutoCAD, Project Management, Rendering
Education
Cornell University 2012 — 2014
Master of Professional Studies, Baker Program in Real Estate
Virginia Polytechnic Institute and State University (Virginia Tech) 2007 — 2012
Bachelor of Science (BS), Interior Design, Industrial Design Minor (Cum Laude)
Kean University 2010 — 2010
Summer Studio, Industrial Design
University of the Arts London 2010 — 2010
Study Abroad Summer Studio, Interior Architecture
James A. Harburger James A. Harburger's Bank of New York Mellon Experience April 1999 - June 2014
Job Senior Procurement Professional with Technical, Process, Contract and Negotiation Expertise
Industry Financial Services
Experience
Bank of New York Mellon April 1999 - June 2014
Deutsche Bank North Americas December 1994 - April 1999
Bell Atlantic Business Systems January 1994 - December 1994
IBM July 1971 - July 1993
Skills
Management, Leadership, Contract Negotiation, Procurement, Negotiation, Training, Sales, Sales Operations, Purchasing, Customer Service, Program Management, Vendor Management, Software, Mergers, Maintenance & Repair, Outsourcing, Sourcing, Strategic Sourcing, Business Analysis, Financial Services, Risk Management, IT Strategy, Consulting, Strategy
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, Marketing and Finance
Drexel University 1963 — 1968
BS, Marketing
Bank of New York Mellon April 1999 - June 2014
Deutsche Bank North Americas December 1994 - April 1999
Bell Atlantic Business Systems January 1994 - December 1994
IBM July 1971 - July 1993
Skills
Management, Leadership, Contract Negotiation, Procurement, Negotiation, Training, Sales, Sales Operations, Purchasing, Customer Service, Program Management, Vendor Management, Software, Mergers, Maintenance & Repair, Outsourcing, Sourcing, Strategic Sourcing, Business Analysis, Financial Services, Risk Management, IT Strategy, Consulting, Strategy
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, Marketing and Finance
Drexel University 1963 — 1968
BS, Marketing
Floyd Kerry Babb's Bank of New York Mellon Experience 1985 - 1990
Job Promoting Sustainable Development in Emerging Economies and Corporate Social Responsibility for Corporations
Industry Information Technology and Services
Experience
Paradise Technology Solutions August 2008 - Present
Eastern Credit Union 2003 - 2008
TurboNet Technologies Limited 2003 - 2006
Bank of New York Mellon 1985 - 1990
AT&T 1983 - 1986
Skills
Strategy, Strategic Planning, Business Strategy, Project Management, Business Development, Project Planning, Business Planning, Entrepreneurship, Sustainability..., Corporate Sustainability, Sustainable Development, Management, Security, Team Building, Program Management, Consulting, IT Management, New Business Development, Sustainability, Business Process..., Management Consulting, Strategic Partnerships, Leadership, Team Leadership, Policy, Network Security, Start-ups, Renewable Energy, Analysis, IT Strategy, Energy, Sustainable Energy, Vendor Management, Telecommunications, Sales Management, Outsourcing, Team Management, Business Intelligence, Governance, Business Transformation, Software Development, Banking, Business Analysis, Executive Management
Education
New York University, Stern School of Business 1987 — 1991
MBA, International Finance
Long Island University, Brooklyn Campus 1978 — 1982
Bsc, MBA, Mathematics; Computer Science
Columbia University in the City of New York
MS Sustainability Management, Sustainability Management
Paradise Technology Solutions August 2008 - Present
Eastern Credit Union 2003 - 2008
TurboNet Technologies Limited 2003 - 2006
Bank of New York Mellon 1985 - 1990
AT&T 1983 - 1986
Skills
Strategy, Strategic Planning, Business Strategy, Project Management, Business Development, Project Planning, Business Planning, Entrepreneurship, Sustainability..., Corporate Sustainability, Sustainable Development, Management, Security, Team Building, Program Management, Consulting, IT Management, New Business Development, Sustainability, Business Process..., Management Consulting, Strategic Partnerships, Leadership, Team Leadership, Policy, Network Security, Start-ups, Renewable Energy, Analysis, IT Strategy, Energy, Sustainable Energy, Vendor Management, Telecommunications, Sales Management, Outsourcing, Team Management, Business Intelligence, Governance, Business Transformation, Software Development, Banking, Business Analysis, Executive Management
Education
New York University, Stern School of Business 1987 — 1991
MBA, International Finance
Long Island University, Brooklyn Campus 1978 — 1982
Bsc, MBA, Mathematics; Computer Science
Columbia University in the City of New York
MS Sustainability Management, Sustainability Management
Sabeena Ahmed, Esq.'s Bank of New York Mellon Experience January 2007 - June 2008
Job Chief Legal Officer & Chief Compliance Officer at BOCI
Industry Financial Services
Experience
Bank of China International (BOCI) Commodities & Futures (USA) LLC July 2013 - Present
Sabeena Ahmed PC February 2013 - Present
E*TRADE Financial February 2013 - June 2013
Alpari (US), LLC 2008 - February 2013
Bank of New York Mellon January 2007 - June 2008
Financial Industry Regulatory Authority (FINRA) 2006 - 2007
State of New Jersey Office of the Attorney General, Securities Fraud Prosecution Division 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Securities Regulation, FINRA, Corporate Law, Securities, Legal Research, Financial Markets, Corporate Governance, Intellectual Property, Due Diligence, Legal Writing, Capital Markets, Derivatives, AML, Litigation, Financial Regulation, Legal Compliance, Options, Equities, Engaging Speaker, Foreign Exchange, FX Options, KYC, Mutual Funds, Banking, Dodd-Frank, SEC, Commodity, Prime Brokerage, Alternative Investments, Swaps, Equity Derivatives, Anti Money Laundering
Education
Columbia University - School of International and Public Affairs
M.A., International Relations/Political Science
Fordham University School of Law
J.D., Law
Markville Secondary School
St. John's University School of Law
J.D., Law
University of Toronto - New College
Honours B.A., Criminology/Political Science
William Mitchell College of Law
Law
Bank of China International (BOCI) Commodities & Futures (USA) LLC July 2013 - Present
Sabeena Ahmed PC February 2013 - Present
E*TRADE Financial February 2013 - June 2013
Alpari (US), LLC 2008 - February 2013
Bank of New York Mellon January 2007 - June 2008
Financial Industry Regulatory Authority (FINRA) 2006 - 2007
State of New Jersey Office of the Attorney General, Securities Fraud Prosecution Division 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Securities Regulation, FINRA, Corporate Law, Securities, Legal Research, Financial Markets, Corporate Governance, Intellectual Property, Due Diligence, Legal Writing, Capital Markets, Derivatives, AML, Litigation, Financial Regulation, Legal Compliance, Options, Equities, Engaging Speaker, Foreign Exchange, FX Options, KYC, Mutual Funds, Banking, Dodd-Frank, SEC, Commodity, Prime Brokerage, Alternative Investments, Swaps, Equity Derivatives, Anti Money Laundering
Education
Columbia University - School of International and Public Affairs
M.A., International Relations/Political Science
Fordham University School of Law
J.D., Law
Markville Secondary School
St. John's University School of Law
J.D., Law
University of Toronto - New College
Honours B.A., Criminology/Political Science
William Mitchell College of Law
Law
Albert Shenko Albert Shenko's Bank of New York Mellon Experience December 2009 - January 2012
Job Head of Equity Finance at TFS Capital
Industry Financial Services
Experience
TFS Capital July 2013 - Present
S&P Dow Jones Indices January 2012 - June 2013
Bank of New York Mellon December 2009 - January 2012
Susquehanna International Group, LLP February 2005 - September 2008
Fiserv Securities, Inc March 2004 - February 2005
Skills
Securities Lending, VBA, SQL, Global Custody, Trade Operations, Database Administration, Microsoft Excel, Index Arbitrage, ETFs, Indexing, Hedge Funds, Proprietary Trading, Corporate Actions, Independent Thinking, Innovation, Process Automation, Microsoft Office, Outlook, Lotus Notes, Access, P&L Responsibility, Index Management, Microsoft SQL Server, Bloomberg, Commodity Risk..., Trading, Foreign Currency, Mutual Funds, Equities
Education
Drexel University 2002 — 2009
BS, BA
Drexel University
BSBA
TFS Capital July 2013 - Present
S&P Dow Jones Indices January 2012 - June 2013
Bank of New York Mellon December 2009 - January 2012
Susquehanna International Group, LLP February 2005 - September 2008
Fiserv Securities, Inc March 2004 - February 2005
Skills
Securities Lending, VBA, SQL, Global Custody, Trade Operations, Database Administration, Microsoft Excel, Index Arbitrage, ETFs, Indexing, Hedge Funds, Proprietary Trading, Corporate Actions, Independent Thinking, Innovation, Process Automation, Microsoft Office, Outlook, Lotus Notes, Access, P&L Responsibility, Index Management, Microsoft SQL Server, Bloomberg, Commodity Risk..., Trading, Foreign Currency, Mutual Funds, Equities
Education
Drexel University 2002 — 2009
BS, BA
Drexel University
BSBA
Joyce Osborne Joyce Osborne's Bank of New York Mellon Experience January 2008 - Present
Job Financial Analyst
Industry Financial Services
Experience
Bank of New York Mellon January 2008 - Present
Citi Group New Castle DE December 2006 - January 2008
PFPC Financial Services Inc. October 2005 - December 2006
Delaware Park September 2003 - October 2005
Skills
•Computerized..., Microsoft Office, Excel and PeopleSoft..., Corporate Events, Entertainment, Microsoft Word, Public Speaking, Customer Service, Microsoft Excel, Nonprofits, PowerPoint, Event Planning, Outlook, Social Media, •Computerized..., Financial Reporting, Access, Process Improvement, General Ledger, Accounting, Training, Time Management, Financial Analysis, Account Reconciliation
Education
Delaware State University 2003 — 2005
M.B.A, Accounting
Kenyatta University 1997 — 2000
Bachelor of Commerce, Marketing
Bank of New York Mellon January 2008 - Present
Citi Group New Castle DE December 2006 - January 2008
PFPC Financial Services Inc. October 2005 - December 2006
Delaware Park September 2003 - October 2005
Skills
•Computerized..., Microsoft Office, Excel and PeopleSoft..., Corporate Events, Entertainment, Microsoft Word, Public Speaking, Customer Service, Microsoft Excel, Nonprofits, PowerPoint, Event Planning, Outlook, Social Media, •Computerized..., Financial Reporting, Access, Process Improvement, General Ledger, Accounting, Training, Time Management, Financial Analysis, Account Reconciliation
Education
Delaware State University 2003 — 2005
M.B.A, Accounting
Kenyatta University 1997 — 2000
Bachelor of Commerce, Marketing
Salvatore Giglio's Bank of New York Mellon Experience June 2005 - August 2005
Job Associate Financial Institutions Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
MIT Sloan School of Management August 2011 - June 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young September 2009 - July 2011
Capgemini July 2006 - September 2009
Bank of New York Mellon June 2005 - August 2005
Skills
Change Management, Management Consulting, Technology Strategy..., Operations, Regulatory Analysis, Regulatory Reporting, Financial Modeling, Business Analysis, Business Case..., Cost Reduction, Financial Institutions, AML, Corporate Finance, Project Finance, Business Process..., Strategic Analysis, Analysis, Financial Accounting, Financial Reporting, Enterprise Architecture, Financial Services, Business Strategy, Finance, Business Case, Governance, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
MBA, Finance Track
Cornell University 2002 — 2006
BSc, Mechanical Engineering, cum laude
Bergen County Academies 1999 — 2002
Academy of Engineering and Design Technology (AEDT)
Morgan Stanley August 2013 - Present
MIT Sloan School of Management August 2011 - June 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young September 2009 - July 2011
Capgemini July 2006 - September 2009
Bank of New York Mellon June 2005 - August 2005
Skills
Change Management, Management Consulting, Technology Strategy..., Operations, Regulatory Analysis, Regulatory Reporting, Financial Modeling, Business Analysis, Business Case..., Cost Reduction, Financial Institutions, AML, Corporate Finance, Project Finance, Business Process..., Strategic Analysis, Analysis, Financial Accounting, Financial Reporting, Enterprise Architecture, Financial Services, Business Strategy, Finance, Business Case, Governance, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
MBA, Finance Track
Cornell University 2002 — 2006
BSc, Mechanical Engineering, cum laude
Bergen County Academies 1999 — 2002
Academy of Engineering and Design Technology (AEDT)
Scott O'Shea Scott O'Shea's Bank of New York Mellon Experience 1984 - 1989
Job Portfolio Manager at NorthStar Realty Finance Corp.
Industry Real Estate
Experience
NorthStar Realty Finance Corp. June 2007 - September 2011
Deutsche Bank Securities 2001 - 2007
Fitch Ratings / Duff & Phelps 1992 - 2001
Security Pacific Merchant Bank 1989 - 1992
Bank of New York Mellon 1984 - 1989
Skills
CMBS Analyst, Commercial Mortgage..., Health Care REIT Analyst
Education
Drew University
BA
NorthStar Realty Finance Corp. June 2007 - September 2011
Deutsche Bank Securities 2001 - 2007
Fitch Ratings / Duff & Phelps 1992 - 2001
Security Pacific Merchant Bank 1989 - 1992
Bank of New York Mellon 1984 - 1989
Skills
CMBS Analyst, Commercial Mortgage..., Health Care REIT Analyst
Education
Drew University
BA
M. Randall Strickland M. Randall Strickland's Bank of New York Mellon Experience 2004 - 2006
Job Sustainable Investment Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Adam Blumenthal Adam Blumenthal's Bank of New York Mellon Experience June 2010 - August 2010
Job Director of Corporate Strategy at Lion Brand
Industry Venture Capital & Private Equity
Experience
Lion Brand Yarn Company 2012 - Present
PwC August 2011 - 2012
NYU Stern School of Business August 2009 - May 2011
Bank of New York Mellon June 2010 - August 2010
Clear/ Verified Identity Pass May 2007 - April 2009
Skills
Private Equity, Business Strategy, Business Valuation, Venture Capital, Management Consulting, Venture Financing, Valuation, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2008 — 2009
CE
Northwestern University
BA, Computer Information Systems
Lion Brand Yarn Company 2012 - Present
PwC August 2011 - 2012
NYU Stern School of Business August 2009 - May 2011
Bank of New York Mellon June 2010 - August 2010
Clear/ Verified Identity Pass May 2007 - April 2009
Skills
Private Equity, Business Strategy, Business Valuation, Venture Capital, Management Consulting, Venture Financing, Valuation, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2008 — 2009
CE
Northwestern University
BA, Computer Information Systems
Catriona McGinley, CPA Catriona McGinley, CPA's Bank of New York Mellon Experience January 2010 - July 2010
Job Audit Senior at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP August 2011 - Present
North Run Capital May 2011 - August 2011
Bank of New York Mellon January 2010 - July 2010
An Post April 2009 - August 2009
Skills
Excel, Teamwork, AS2, VPM, Microsoft Office, Microsoft Excel, ActionScript, Analysis, Finance, Account Reconciliation, Financial Accounting, Financial Audits, Financial Reporting, US GAAP, Internal Controls, Accounting
Education
New England College 2011 — 2014
Master of Science (M.S.), Forensic Accounting, 3.85
Northeastern University 2009 — 2011
International Business, Accounting
Dublin City University 2007 — 2011
European Business, Accounting
Abbey Vocational School 2002 — 2007
Leaving Certificate
Deloitte & Touche LLP August 2011 - Present
North Run Capital May 2011 - August 2011
Bank of New York Mellon January 2010 - July 2010
An Post April 2009 - August 2009
Skills
Excel, Teamwork, AS2, VPM, Microsoft Office, Microsoft Excel, ActionScript, Analysis, Finance, Account Reconciliation, Financial Accounting, Financial Audits, Financial Reporting, US GAAP, Internal Controls, Accounting
Education
New England College 2011 — 2014
Master of Science (M.S.), Forensic Accounting, 3.85
Northeastern University 2009 — 2011
International Business, Accounting
Dublin City University 2007 — 2011
European Business, Accounting
Abbey Vocational School 2002 — 2007
Leaving Certificate
Tim Krofchik Tim Krofchik's Bank of New York Mellon Experience December 2008 - May 2009
Job Senior Systems Analyst at PPG
Industry Information Technology and Services
Experience
PPG Industries December 2014 - Present
Bank of America November 2011 - September 2014
Bank of America March 2010 - November 2011
Carnegie Mellon University - Software Enginering Institute November 2009 - March 2010
Merrill Lynch / Bank of America June 2009 - December 2009
Bank of New York Mellon December 2008 - May 2009
Insurance Data Processing, Inc January 2008 - December 2008
Equitable Resources September 2006 - January 2008
Aramark Corporation March 2005 - September 2006
Eckerd Health Services June 2004 - October 2004
Skills
Microsoft SQL Server, .NET, Oracle, SSRS, VB.NET, Databases, T-SQL, SSIS, ASP.NET, ASP.NET MVC, Visual Studio, LINQ, IIS, Web Services, VBScript, C#, ASP, SharePoint, Crystal Reports, Database Design, Scrum, Agile Methodologies, SOA, Subversion, AJAX, PL/SQL, WinForms, Web Applications, Web Development, Testing
Education
Drexel University 1998 — 2003
Bachelor of Science - 5 Year Program, Information Science and Technology
PPG Industries December 2014 - Present
Bank of America November 2011 - September 2014
Bank of America March 2010 - November 2011
Carnegie Mellon University - Software Enginering Institute November 2009 - March 2010
Merrill Lynch / Bank of America June 2009 - December 2009
Bank of New York Mellon December 2008 - May 2009
Insurance Data Processing, Inc January 2008 - December 2008
Equitable Resources September 2006 - January 2008
Aramark Corporation March 2005 - September 2006
Eckerd Health Services June 2004 - October 2004
Skills
Microsoft SQL Server, .NET, Oracle, SSRS, VB.NET, Databases, T-SQL, SSIS, ASP.NET, ASP.NET MVC, Visual Studio, LINQ, IIS, Web Services, VBScript, C#, ASP, SharePoint, Crystal Reports, Database Design, Scrum, Agile Methodologies, SOA, Subversion, AJAX, PL/SQL, WinForms, Web Applications, Web Development, Testing
Education
Drexel University 1998 — 2003
Bachelor of Science - 5 Year Program, Information Science and Technology
Karen Osar Karen Osar's Bank of New York Mellon Experience 1998 - 2008
Job Independent Director in Chemical, Financial Services, and Manufacturing Sectors
Industry Financial Services
Experience
SAPPI, Ltd 2007 - Present
Innophos Holdings, Inc 2007 - Present
Webster Financial Corporation 2005 - Present
Reader's Digest Association 2010 - April 2011
Reader's Digest 2010 - 2011
Bank of New York Mellon 1998 - 2008
Chemtura 2004 - 2007
Allergan 1998 - 2005
MeadWestvaco November 1999 - April 2003
AGL Resources 2001 - 2003
Skills
Finance
Education
Columbia University - Columbia Business School 1973 — 1975
M.B.A., Finance
Smith College 1967 — 1971
B.A., Latin American Studies, Spanish
SAPPI, Ltd 2007 - Present
Innophos Holdings, Inc 2007 - Present
Webster Financial Corporation 2005 - Present
Reader's Digest Association 2010 - April 2011
Reader's Digest 2010 - 2011
Bank of New York Mellon 1998 - 2008
Chemtura 2004 - 2007
Allergan 1998 - 2005
MeadWestvaco November 1999 - April 2003
AGL Resources 2001 - 2003
Skills
Finance
Education
Columbia University - Columbia Business School 1973 — 1975
M.B.A., Finance
Smith College 1967 — 1971
B.A., Latin American Studies, Spanish
John Pomar's Bank of New York Mellon Experience September 2007 - June 2010
Job Accountant III at Group Insurance Commission
Industry Financial Services
Experience
Group Insurance Commission September 2014 - Present
NPS Rent Assurance® February 2014 - June 2014
State Street Bank, Boston, MA May 2013 - February 2014
State Street Bank, Quincy MA February 2012 - May 2013
State Street September 2011 - February 2012
Bank of New York Mellon September 2007 - June 2010
Brown Brothers & Harriman December 2006 - September 2007
Sun Life Financial August 2004 - December 2006
United States Army December 2003 - August 2004
Skills
Relationship Management, Public Speaking, Wealth Management..., Mutual Funds, Microsoft Office, Microsoft Excel, Series 63, Financial Analysis, Customer Service, Insurance, PowerPoint, Portfolio Management, SEI System, Global Plus, Salesforce.com, Bloomberg
Education
Curry College 2008 — 2011
MBA, Business Administration and Management, General, 3.7
Stonehill College 1999 — 2003
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Group Insurance Commission September 2014 - Present
NPS Rent Assurance® February 2014 - June 2014
State Street Bank, Boston, MA May 2013 - February 2014
State Street Bank, Quincy MA February 2012 - May 2013
State Street September 2011 - February 2012
Bank of New York Mellon September 2007 - June 2010
Brown Brothers & Harriman December 2006 - September 2007
Sun Life Financial August 2004 - December 2006
United States Army December 2003 - August 2004
Skills
Relationship Management, Public Speaking, Wealth Management..., Mutual Funds, Microsoft Office, Microsoft Excel, Series 63, Financial Analysis, Customer Service, Insurance, PowerPoint, Portfolio Management, SEI System, Global Plus, Salesforce.com, Bloomberg
Education
Curry College 2008 — 2011
MBA, Business Administration and Management, General, 3.7
Stonehill College 1999 — 2003
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Joseph Yewaisis Joseph Yewaisis's Bank of New York Mellon Experience 1999 - 2003
Job
Industry Banking
Experience
The Provident Bank August 2014 - Present
MAGYAR BANK 2010 - 2014
Bell Rock Capital 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Bank of New York Mellon 1999 - 2003
Ryan Beck & Co. 1996 - 1999
KPMG Audit 1992 - 1995
Skills
Portfolio Management, Banking, Finance, Loans, Financial Markets, Equities, Strategic Financial..., Insurance, Credit, Risk Management, Policy, Derivatives, Business Development, Business Strategy, Training, Auditing, Project Planning, Funding, Retirement, Investment Strategies, Financial Advisory, Series 7, Commercial Lending, Trading, Commercial Banking, Hedging, SEC filings, New Business Development, Management
Education
Columbia University in the City of New York 1996 — 1996
St Peters University
MBA
Manhattan College
BS
The Provident Bank August 2014 - Present
MAGYAR BANK 2010 - 2014
Bell Rock Capital 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Bank of New York Mellon 1999 - 2003
Ryan Beck & Co. 1996 - 1999
KPMG Audit 1992 - 1995
Skills
Portfolio Management, Banking, Finance, Loans, Financial Markets, Equities, Strategic Financial..., Insurance, Credit, Risk Management, Policy, Derivatives, Business Development, Business Strategy, Training, Auditing, Project Planning, Funding, Retirement, Investment Strategies, Financial Advisory, Series 7, Commercial Lending, Trading, Commercial Banking, Hedging, SEC filings, New Business Development, Management
Education
Columbia University in the City of New York 1996 — 1996
St Peters University
MBA
Manhattan College
BS
Sunil Kochher's Bank of New York Mellon Experience December 2003 - May 2004
Job SVP Technology Application Development, Salesfoce.com, Data Management
Industry Financial Services
Experience
Barclays February 2007 - Present
Barclays Wealth (Lehman Brothers Acquired) February 2007 - April 2013
JPMorgan November 2004 - February 2007
UBS May 2004 - November 2004
Bank of New York Mellon December 2003 - May 2004
TIAA-CREF July 2001 - December 2003
Intertrade January 2000 - June 2001
Chandigarh Infotech March 1999 - October 2000
Computelligence Softek July 1998 - March 1999
Skills
Program Management, Enterprise Architecture, Vendor Management, SOA, IT Strategy, Sybase, Strategy, Java, Enterprise Software, SDLC, Technology Management, Oracle, Data Warehousing, Software Project..., SQL, Wealth Management, Reference Data, DB2, IT Service Management, Leadership, Project Portfolio..., Applications Software..., Java Enterprise Edition, J2EE, Weblogic, RDBMS..., Middleware, Web Technologies, Object Oriented Design, Client Reporting, MDM (Master Data..., Big Data, Data Management, Informatica, Hadoop
Education
Columbia University in the City of New York 2011 — 2013
Executive Masters, Technology Management
Pune University, India 1992 — 1998
Bachelor of Enginerring, Electrical and Electronics Engineering
Barclays February 2007 - Present
Barclays Wealth (Lehman Brothers Acquired) February 2007 - April 2013
JPMorgan November 2004 - February 2007
UBS May 2004 - November 2004
Bank of New York Mellon December 2003 - May 2004
TIAA-CREF July 2001 - December 2003
Intertrade January 2000 - June 2001
Chandigarh Infotech March 1999 - October 2000
Computelligence Softek July 1998 - March 1999
Skills
Program Management, Enterprise Architecture, Vendor Management, SOA, IT Strategy, Sybase, Strategy, Java, Enterprise Software, SDLC, Technology Management, Oracle, Data Warehousing, Software Project..., SQL, Wealth Management, Reference Data, DB2, IT Service Management, Leadership, Project Portfolio..., Applications Software..., Java Enterprise Edition, J2EE, Weblogic, RDBMS..., Middleware, Web Technologies, Object Oriented Design, Client Reporting, MDM (Master Data..., Big Data, Data Management, Informatica, Hadoop
Education
Columbia University in the City of New York 2011 — 2013
Executive Masters, Technology Management
Pune University, India 1992 — 1998
Bachelor of Enginerring, Electrical and Electronics Engineering
Erik Langenbach Erik Langenbach's Bank of New York Mellon Experience December 2009 - April 2012
Job CTO and Cofounder at Trovo
Industry Computer Software
Experience
Trovo September 2012 - Present
Bank of New York Mellon December 2009 - April 2012
Portsmouth Financial Systems LLC May 2008 - December 2009
Typefi Systems September 2004 - May 2008
DeskNet Inc. January 1998 - September 2004
Viacom December 1995 - January 1998
Hudson Control Group, Inc. April 1993 - December 1995
Crestron Electronics November 1991 - March 1993
Skills
Software Development, Project Management, Java, Objective-C, C++, PHP, Perl, Bash, XML, HTML, CSS, JavaScript, Unix, Linux, Windows, Apache, OS X, SQL, RDBMS, MySQL, iOS development, Agile Methodologies, Product Management, Software Design, Web Applications, Web Development, Java Enterprise Edition, Software Project..., Cloud Computing
Education
Cornell University 1990 — 1991
Masters of Engineering, Electrical Engineering
Cornell University 1986 — 1990
BSEE, Electrical Engineering
Trovo September 2012 - Present
Bank of New York Mellon December 2009 - April 2012
Portsmouth Financial Systems LLC May 2008 - December 2009
Typefi Systems September 2004 - May 2008
DeskNet Inc. January 1998 - September 2004
Viacom December 1995 - January 1998
Hudson Control Group, Inc. April 1993 - December 1995
Crestron Electronics November 1991 - March 1993
Skills
Software Development, Project Management, Java, Objective-C, C++, PHP, Perl, Bash, XML, HTML, CSS, JavaScript, Unix, Linux, Windows, Apache, OS X, SQL, RDBMS, MySQL, iOS development, Agile Methodologies, Product Management, Software Design, Web Applications, Web Development, Java Enterprise Edition, Software Project..., Cloud Computing
Education
Cornell University 1990 — 1991
Masters of Engineering, Electrical Engineering
Cornell University 1986 — 1990
BSEE, Electrical Engineering
Joel Feazell Joel Feazell's Bank of New York Mellon Experience July 1993 - December 2000
Job Managing Director at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2014 - Present
BNY Mellon January 2001 - December 2013
Bank of New York Mellon July 1993 - December 2000
Citibank June 1991 - June 1993
Skills
Financial Risk, Banking, Credit Risk, Portfolio Management, Derivatives, Securities, Capital Markets, Operational Risk, Risk Management, Credit, Financial Services, Investments, Equities, Fixed Income, Treasury Management, Financial Institutions
Education
Columbia University - School of International and Public Affairs 1988 — 1991
MIA, Int'l Political Economy/Latin America Studies
University of Massachusetts, Amherst 1982 — 1987
BA, Political Science/Latin American Studies
Pontificia Universidade Catolica / Rio de Janeiro 1984 — 1986
Letters
Stuyvesant High School 1978 — 1982
PS 321
BNY Mellon January 2014 - Present
BNY Mellon January 2001 - December 2013
Bank of New York Mellon July 1993 - December 2000
Citibank June 1991 - June 1993
Skills
Financial Risk, Banking, Credit Risk, Portfolio Management, Derivatives, Securities, Capital Markets, Operational Risk, Risk Management, Credit, Financial Services, Investments, Equities, Fixed Income, Treasury Management, Financial Institutions
Education
Columbia University - School of International and Public Affairs 1988 — 1991
MIA, Int'l Political Economy/Latin America Studies
University of Massachusetts, Amherst 1982 — 1987
BA, Political Science/Latin American Studies
Pontificia Universidade Catolica / Rio de Janeiro 1984 — 1986
Letters
Stuyvesant High School 1978 — 1982
PS 321
Dan Higginbotham Dan Higginbotham's Bank of New York Mellon Experience January 2005 - March 2008
Job Vice President, People Strategy at OwnerIQ, Inc.
Industry Human Resources
Experience
OwnerIQ, Inc. October 2013 - Present
State Street March 2008 - September 2013
Bank of New York Mellon January 2005 - March 2008
Bitpipe September 2004 - December 2004
Latin American Health Institute February 2002 - September 2004
Various Consulting opportunities March 1998 - January 2002
Skills
Talent Acquisition, Strategy, Human Resources, Online Advertising, Onboarding, Talent Management, Applicant Tracking..., Recruiting, Leadership, Management, College Recruiting, Technical Recruiting, Vendor Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)
Harvard University
BA, History
OwnerIQ, Inc. October 2013 - Present
State Street March 2008 - September 2013
Bank of New York Mellon January 2005 - March 2008
Bitpipe September 2004 - December 2004
Latin American Health Institute February 2002 - September 2004
Various Consulting opportunities March 1998 - January 2002
Skills
Talent Acquisition, Strategy, Human Resources, Online Advertising, Onboarding, Talent Management, Applicant Tracking..., Recruiting, Leadership, Management, College Recruiting, Technical Recruiting, Vendor Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)
Harvard University
BA, History
Brian Wineland Brian Wineland's Bank of New York Mellon Experience February 2007 - April 2009
Job SQL Server Database Administrator at RDX
Industry Information Technology and Services
Experience
RDX June 2011 - Present
Independent Contractor May 2009 - May 2011
Bank of New York Mellon February 2007 - April 2009
Skills
Microsoft SQL Server, Database Administration, Database Design, Powershell, VBScript, T-SQL, T-SQL Stored Procedures, ASP, ASP.NET
Education
Community College of Allegheny County 1997 — 1999
Associates Degree, Computer Science
Plum High School
Plum High School
RDX June 2011 - Present
Independent Contractor May 2009 - May 2011
Bank of New York Mellon February 2007 - April 2009
Skills
Microsoft SQL Server, Database Administration, Database Design, Powershell, VBScript, T-SQL, T-SQL Stored Procedures, ASP, ASP.NET
Education
Community College of Allegheny County 1997 — 1999
Associates Degree, Computer Science
Plum High School
Plum High School
Ashley Dolhi Ashley Dolhi's Bank of New York Mellon Experience May 2010 - February 2013
Job Credit Representative at PPG Industries
Industry Financial Services
Experience
PPG Industries February 2013 - Present
Bank of New York Mellon May 2010 - February 2013
Gateway Health System November 2008 - May 2010
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Accounting, General Ledger, Financial Statements, Financial Accounting, Financial Analysis, Accruals, GAAP, Internal Controls, Bank Reconciliation, Variance Analysis, Tax, Auditing
Education
Duquesne University 2006 — 2010
Bachelors of Science, Accounting
Fox Chapel Area High School
PPG Industries February 2013 - Present
Bank of New York Mellon May 2010 - February 2013
Gateway Health System November 2008 - May 2010
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Accounting, General Ledger, Financial Statements, Financial Accounting, Financial Analysis, Accruals, GAAP, Internal Controls, Bank Reconciliation, Variance Analysis, Tax, Auditing
Education
Duquesne University 2006 — 2010
Bachelors of Science, Accounting
Fox Chapel Area High School
Susan Creighton Susan Creighton's Bank of New York Mellon Experience September 1988 - February 2009
Job Real Estate Investor
Industry Real Estate
Experience
CT Pacific June 2009 - Present
Bank of New York Mellon September 1988 - February 2009
Blue Cross and Blue Shield Association January 2004 - July 2007
Coppers & Lybrand September 1979 - September 1984
Skills
Cash Management, Treasury Management, Payments, Banking, Risk Management, Liquidity, Corporate Treasury, Investments, Financial Analysis, Strategy Development, Business Strategy, Financial Institutions, Treasury Services, Process Improvement, Business Analysis, Asset Management, Compliance, Management Consulting, Financial Planning, Business Management, Strategy, Management, Asset Managment, Business Development, Financial Services, Strategic Financial..., Property Management, Rental Management, property development, Investment Properties
Education
Duke University 1975 — 1979
BA, Economics and Business Sciences, cum laude
CT Pacific June 2009 - Present
Bank of New York Mellon September 1988 - February 2009
Blue Cross and Blue Shield Association January 2004 - July 2007
Coppers & Lybrand September 1979 - September 1984
Skills
Cash Management, Treasury Management, Payments, Banking, Risk Management, Liquidity, Corporate Treasury, Investments, Financial Analysis, Strategy Development, Business Strategy, Financial Institutions, Treasury Services, Process Improvement, Business Analysis, Asset Management, Compliance, Management Consulting, Financial Planning, Business Management, Strategy, Management, Asset Managment, Business Development, Financial Services, Strategic Financial..., Property Management, Rental Management, property development, Investment Properties
Education
Duke University 1975 — 1979
BA, Economics and Business Sciences, cum laude
Sabrena Buie Sabrena Buie's Bank of New York Mellon Experience November 2005 - Present
Job at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon November 2005 - Present
Education
Columbia College 2007 — 2009
MBA, Business
Bank of New York Mellon November 2005 - Present
Education
Columbia College 2007 — 2009
MBA, Business
Joe Boylan's Bank of New York Mellon Experience August 2008 - July 2010
Job Vice President Sr. Investment Accounting Mgr. at The Bank of New York Mellon
Industry Financial Services
Experience
BNP Paribas Financial Services July 2010 - February 2013
Bank of New York Mellon August 2008 - July 2010
SEI Investments October 2002 - February 2008
PFPC September 2000 - September 2002
Vanguard Group August 1997 - July 2000
Skills
Fund Administration, Investments, Fund Accounting, Team Building, Fixed Income, Equities, Financial Reporting, Mutual Funds, Securities, Asset Management, Portfolio Management, Derivatives, Employee Training, Development & delivery..., Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Finance, Fund Of Funds, Corporate Actions, Options, ETFs, Bonds, Financial Services, Management, Accounting
Education
Pennsylvania State University-Great Valley Graduate Center
Masters in Management, Business
Drexel University - College of Business and Administration
B.S., Business Administration
Monsignor Bonner HS
St. Alice
BNP Paribas Financial Services July 2010 - February 2013
Bank of New York Mellon August 2008 - July 2010
SEI Investments October 2002 - February 2008
PFPC September 2000 - September 2002
Vanguard Group August 1997 - July 2000
Skills
Fund Administration, Investments, Fund Accounting, Team Building, Fixed Income, Equities, Financial Reporting, Mutual Funds, Securities, Asset Management, Portfolio Management, Derivatives, Employee Training, Development & delivery..., Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Finance, Fund Of Funds, Corporate Actions, Options, ETFs, Bonds, Financial Services, Management, Accounting
Education
Pennsylvania State University-Great Valley Graduate Center
Masters in Management, Business
Drexel University - College of Business and Administration
B.S., Business Administration
Monsignor Bonner HS
St. Alice
Ben Barash, CFA, MBA Ben Barash, CFA, MBA's Bank of New York Mellon Experience November 2005 - July 2008
Job Investment Analyst & CFA Charterholder seeking to utilize asset and portfolio management capabilities.
Industry Investment Management
Experience
Freddie Mac February 2011 - Present
Bank of New York Mellon November 2005 - July 2008
Bay Crest Partners May 2004 - November 2005
Skills
Valuation, Financial Reporting, Investments, Excel, Account Management, Banking, Financial Analysis, Financial Modeling, Real Estate, Team Building, Writing, Microsoft Excel, Equities, Bonds, Fixed Income, Portfolio Management, Research, Capital Markets, Derivatives, Securities, Loans, Mutual Funds, Finance
Education
DePaul University 2008 — 2010
MBA, Behavioral Finance & Investment Management, 3.88 GPA
Stony Brook University 2000 — 2004
Bachelor of Science, Business Administration
Freddie Mac February 2011 - Present
Bank of New York Mellon November 2005 - July 2008
Bay Crest Partners May 2004 - November 2005
Skills
Valuation, Financial Reporting, Investments, Excel, Account Management, Banking, Financial Analysis, Financial Modeling, Real Estate, Team Building, Writing, Microsoft Excel, Equities, Bonds, Fixed Income, Portfolio Management, Research, Capital Markets, Derivatives, Securities, Loans, Mutual Funds, Finance
Education
DePaul University 2008 — 2010
MBA, Behavioral Finance & Investment Management, 3.88 GPA
Stony Brook University 2000 — 2004
Bachelor of Science, Business Administration
Daniel Stinfil Daniel Stinfil's Bank of New York Mellon Experience October 2006 - August 2009
Job CoFounder at PrepCube
Industry E-Learning
Experience
PrepCube June 2014 - Present
StudyBoost.com March 2013 - Present
Deutsche Bank July 2010 - September 2012
Bank of New York Mellon October 2006 - August 2009
JPMorgan Chase June 2006 - October 2006
McKee Nelson LLP May 2004 - June 2006
Office of Congressman Major Owens November 2003 - May 2004
Education
Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University at Albany, SUNY 2000 — 2004
BA
New York University
PrepCube June 2014 - Present
StudyBoost.com March 2013 - Present
Deutsche Bank July 2010 - September 2012
Bank of New York Mellon October 2006 - August 2009
JPMorgan Chase June 2006 - October 2006
McKee Nelson LLP May 2004 - June 2006
Office of Congressman Major Owens November 2003 - May 2004
Education
Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University at Albany, SUNY 2000 — 2004
BA
New York University
Bob Bedard Bob Bedard's Bank of New York Mellon Experience October 1985 - February 1994
Job President/CEO, deFacto Global, Inc.
Industry Information Technology and Services
Experience
deFacto Global, Inc. January 2009 - Present
Praxinet December 1998 - January 2012
Claremont Technology Group January 1996 - December 1998
IBM February 1994 - January 1996
Bank of New York Mellon October 1985 - February 1994
Prodigy Communications January 1983 - October 1984
CBS June 1979 - January 1983
Skills
Performance Management, Consulting, Business Intelligence, SaaS, Business Analysis, Change Management, Project Management, Business Strategy, Business Development, Strategic Planning, Cloud Computing, Program Management, Forecasting, Analytics, Solution Selling, Analysis, Management, Professional Services, E-commerce, IT Strategy, Cross-functional Team...
Education
Columbia University - Columbia Business School 1983 — 1985
MS, Marketing
Rensselaer Polytechnic Institute 1971 — 1975
BS, Electrical Engeering
deFacto Global, Inc. January 2009 - Present
Praxinet December 1998 - January 2012
Claremont Technology Group January 1996 - December 1998
IBM February 1994 - January 1996
Bank of New York Mellon October 1985 - February 1994
Prodigy Communications January 1983 - October 1984
CBS June 1979 - January 1983
Skills
Performance Management, Consulting, Business Intelligence, SaaS, Business Analysis, Change Management, Project Management, Business Strategy, Business Development, Strategic Planning, Cloud Computing, Program Management, Forecasting, Analytics, Solution Selling, Analysis, Management, Professional Services, E-commerce, IT Strategy, Cross-functional Team...
Education
Columbia University - Columbia Business School 1983 — 1985
MS, Marketing
Rensselaer Polytechnic Institute 1971 — 1975
BS, Electrical Engeering
Christina Chan's Bank of New York Mellon Experience January 2010 - February 2010
Job Associate at Credit Suisse Asset Management
Industry Financial Services
Experience
Credit Suisse Asset Management April 2011 - May 2015
Credit Suisse February 2010 - April 2011
Bank of New York Mellon January 2010 - February 2010
The School of Industrial and Labor Relations, Office of Student Services August 2007 - December 2009
New York City's Human Resources Administration June 2008 - August 2009
Better Business Bureau of Metropolitan New York January 2008 - January 2008
Electromagnetics Technologies Industries, Inc. May 2007 - August 2007
Skills
Strategy, Finance, Analysis, Bloomberg, Derivatives, Alternative Investments, Investments, Asset Management, Due Diligence, Research
Education
Cornell University 2006 — 2010
BS, Industrial and Labor Relations
Bergen County Technical High School 2002 — 2006
High School, Law & Justice Major
The Chinese University of Hong Kong
Credit Suisse Asset Management April 2011 - May 2015
Credit Suisse February 2010 - April 2011
Bank of New York Mellon January 2010 - February 2010
The School of Industrial and Labor Relations, Office of Student Services August 2007 - December 2009
New York City's Human Resources Administration June 2008 - August 2009
Better Business Bureau of Metropolitan New York January 2008 - January 2008
Electromagnetics Technologies Industries, Inc. May 2007 - August 2007
Skills
Strategy, Finance, Analysis, Bloomberg, Derivatives, Alternative Investments, Investments, Asset Management, Due Diligence, Research
Education
Cornell University 2006 — 2010
BS, Industrial and Labor Relations
Bergen County Technical High School 2002 — 2006
High School, Law & Justice Major
The Chinese University of Hong Kong
Asser Moustafa Asser Moustafa's Bank of New York Mellon Experience October 2013 - Present
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon October 2013 - Present
EquaMetrics February 2013 - September 2013
Capco April 2011 - January 2013
Lab49 October 2009 - April 2011
GOLDMAN, SACHS & CO September 2004 - December 2007
Citigroup September 2001 - September 2004
Skills
BigData, Data Science, Hadoop/Cassandra/Map-Red..., Software Development, Consulting, Management, Strategy, Financial Modeling, Investment Banking, Valuation, Trading, Financial Services, Leadership, Credit Risk, FX Options, Finance, Relationship Management, Negotiation, Sales, Research, Start-ups, Capital Markets, Equities, Fixed Income, Risk Management, Business Strategy, Trading Systems, Credit Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2012
MS, Computer Science
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Strategy
East Stroudsburg University of Pennsylvania 1993 — 1997
BS, Computer Science
Bank of New York Mellon October 2013 - Present
EquaMetrics February 2013 - September 2013
Capco April 2011 - January 2013
Lab49 October 2009 - April 2011
GOLDMAN, SACHS & CO September 2004 - December 2007
Citigroup September 2001 - September 2004
Skills
BigData, Data Science, Hadoop/Cassandra/Map-Red..., Software Development, Consulting, Management, Strategy, Financial Modeling, Investment Banking, Valuation, Trading, Financial Services, Leadership, Credit Risk, FX Options, Finance, Relationship Management, Negotiation, Sales, Research, Start-ups, Capital Markets, Equities, Fixed Income, Risk Management, Business Strategy, Trading Systems, Credit Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2012
MS, Computer Science
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Strategy
East Stroudsburg University of Pennsylvania 1993 — 1997
BS, Computer Science
Anthony Shea Anthony Shea's Bank of New York Mellon Experience 2010 - Present
Job Chairman, West Central District Elks Drug Awareness Programs at Benevolent and Protective Order of the Elks
Industry Telecommunications
Experience
Leechburg Area School District November 2011 - Present
Bank of New York Mellon 2010 - Present
Benevolent and Protective Order of the Elks September 2008 - May 2014
BNY Mellon June 2008 - July 2010
311th Recruiting Squadron, Canonsburg, PA May 2005 - February 2008
Virginia Military Institute, Lexington, VA June 2002 - May 2005
Defense Information Systems Agency – Europe, Stuttgart, Germany April 2000 - May 2002
Defense Information Systems Agency – Europe, Stuttgart, Germany February 1999 - April 2000
Air Force Space Command, Colorado Springs, CO October 1996 - January 1999
Air Force Global Weather Center, Omaha, NE October 1994 - October 1996
Skills
Client Interfacing, Client Engagement, Banking, Vendor Management, Client Services, Business Analysis, Military Leadership, Program Management, Project Portfolio..., Instructor-led Training, Public Speaking
Education
Webster University 1996 — 1998
MA, Telecommunications Management
University of Maryland University College 1989 — 1993
BS, Computer Studies / Business
Community College of the Air Force 1985 — 1989
AS, Criminal Justice
Leechburg Area School District November 2011 - Present
Bank of New York Mellon 2010 - Present
Benevolent and Protective Order of the Elks September 2008 - May 2014
BNY Mellon June 2008 - July 2010
311th Recruiting Squadron, Canonsburg, PA May 2005 - February 2008
Virginia Military Institute, Lexington, VA June 2002 - May 2005
Defense Information Systems Agency – Europe, Stuttgart, Germany April 2000 - May 2002
Defense Information Systems Agency – Europe, Stuttgart, Germany February 1999 - April 2000
Air Force Space Command, Colorado Springs, CO October 1996 - January 1999
Air Force Global Weather Center, Omaha, NE October 1994 - October 1996
Skills
Client Interfacing, Client Engagement, Banking, Vendor Management, Client Services, Business Analysis, Military Leadership, Program Management, Project Portfolio..., Instructor-led Training, Public Speaking
Education
Webster University 1996 — 1998
MA, Telecommunications Management
University of Maryland University College 1989 — 1993
BS, Computer Studies / Business
Community College of the Air Force 1985 — 1989
AS, Criminal Justice
Bruce Rosenberg Bruce Rosenberg's Bank of New York Mellon Experience March 2006 - April 2008
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2008 - Present
Bank of New York Mellon March 2006 - April 2008
Citi Fund Services 2005 - 2006
Franklin Templeton 1994 - 2004
Coopers & Lybrand 1985 - 1993
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Securities, Capital Markets, Asset Managment, Private Equity, Investment Strategies, Derivatives, Fixed Income, Valuation, Asset Allocation, Investments, Portfolio Management, Swaps, Financial Services
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MS, Accounting
Cornell University 1979 — 1983
Bachelor of Science (BS), Agricultural Economics
Amity High School 1975 — 1979
Credit Suisse April 2008 - Present
Bank of New York Mellon March 2006 - April 2008
Citi Fund Services 2005 - 2006
Franklin Templeton 1994 - 2004
Coopers & Lybrand 1985 - 1993
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Securities, Capital Markets, Asset Managment, Private Equity, Investment Strategies, Derivatives, Fixed Income, Valuation, Asset Allocation, Investments, Portfolio Management, Swaps, Financial Services
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MS, Accounting
Cornell University 1979 — 1983
Bachelor of Science (BS), Agricultural Economics
Amity High School 1975 — 1979
Punit Ajmera Punit Ajmera's Bank of New York Mellon Experience March 2007 - February 2012
Job Senior Investment Accountant at Bank of New York Mellon
Industry Financial Services
Experience
Citco 2015 - 2015
State Street 2012 - 2014
Bank of New York Mellon March 2007 - February 2012
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Microsoft Excel, Bloomberg, Accounting, Financial Reporting, Financial Services, Derivatives, Fixed Income, Hedge Funds, Fund Accounting, Customer Service, Finance, Process Improvement, Bloomberg Terminal, Private Equity, Hedge Accounting, Emerging Markets
Education
Drexel University 2003 — 2006
Bachelor's degree, Accounting and Finance
Philadelphia University
Master of Business Administration (M.B.A.), Accounting (CPA)
Citco 2015 - 2015
State Street 2012 - 2014
Bank of New York Mellon March 2007 - February 2012
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Microsoft Excel, Bloomberg, Accounting, Financial Reporting, Financial Services, Derivatives, Fixed Income, Hedge Funds, Fund Accounting, Customer Service, Finance, Process Improvement, Bloomberg Terminal, Private Equity, Hedge Accounting, Emerging Markets
Education
Drexel University 2003 — 2006
Bachelor's degree, Accounting and Finance
Philadelphia University
Master of Business Administration (M.B.A.), Accounting (CPA)
Elvin Galfo's Bank of New York Mellon Experience May 2008 - November 2009
Job
Industry Computer Software
Experience
Citibank February 2010 - Present
Bank of New York Mellon May 2008 - November 2009
TIAA-CREF March 2006 - March 2008
Guardian Life Insurance September 2004 - March 2006
Headstrong October 1997 - September 2004
Skills
Integration, Siebel, CRM, SDLC, EAI, Oracle, Business Analysis, Requirements Analysis, Solution Architecture, Business Intelligence, Business Process, Data Warehousing, Enterprise Architecture, IT Strategy, Requirements Gathering, SOA, Software Project..., Data Migration, Data Modeling
Education
De La Salle University 1992 — 1997
BSCS - CT
Citibank February 2010 - Present
Bank of New York Mellon May 2008 - November 2009
TIAA-CREF March 2006 - March 2008
Guardian Life Insurance September 2004 - March 2006
Headstrong October 1997 - September 2004
Skills
Integration, Siebel, CRM, SDLC, EAI, Oracle, Business Analysis, Requirements Analysis, Solution Architecture, Business Intelligence, Business Process, Data Warehousing, Enterprise Architecture, IT Strategy, Requirements Gathering, SOA, Software Project..., Data Migration, Data Modeling
Education
De La Salle University 1992 — 1997
BSCS - CT
Alexander Lauren's Bank of New York Mellon Experience June 2008 - October 2009
Job
Industry Financial Services
Experience
Bank of America July 2014 - Present
Astoria Music Society August 2010 - Present
BNY Mellon Clearing November 2009 - March 2014
Astoria Music Society April 2010 - August 2010
Bank of New York Mellon June 2008 - October 2009
Boston Consulting Group August 2006 - June 2008
Boston Consulting Group June 2005 - August 2005
Citigroup July 1998 - July 2004
Skills
Strategy, Management Consulting, Database Marketing, Direct Marketing, Financial Services, Management, Analytics, Training, Consulting, Derivatives, Process Improvement, Data Analysis, Segmentation, Marketing, Trading Systems, Finance, Marketing Strategy, Portfolio Management, Valuation, Electronic Trading, Non-profit Leadership, Investments, Executive Management, Competitive Analysis, CRM, Innovation, Futures, Clearing, Client Onboarding, Relationship Management, Project Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Cornell University 1994 — 1998
BS
Bronx High School of Science 1990 — 1994
Bank of America July 2014 - Present
Astoria Music Society August 2010 - Present
BNY Mellon Clearing November 2009 - March 2014
Astoria Music Society April 2010 - August 2010
Bank of New York Mellon June 2008 - October 2009
Boston Consulting Group August 2006 - June 2008
Boston Consulting Group June 2005 - August 2005
Citigroup July 1998 - July 2004
Skills
Strategy, Management Consulting, Database Marketing, Direct Marketing, Financial Services, Management, Analytics, Training, Consulting, Derivatives, Process Improvement, Data Analysis, Segmentation, Marketing, Trading Systems, Finance, Marketing Strategy, Portfolio Management, Valuation, Electronic Trading, Non-profit Leadership, Investments, Executive Management, Competitive Analysis, CRM, Innovation, Futures, Clearing, Client Onboarding, Relationship Management, Project Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Cornell University 1994 — 1998
BS
Bronx High School of Science 1990 — 1994
Rafael Zayas's Bank of New York Mellon Experience April 2007 - December 2007
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments June 2010 - Present
Mellon Capital Management December 2007 - October 2009
Bank of New York Mellon April 2007 - December 2007
Lynx Capital Partners October 2003 - April 2007
Worldco, LLP August 2001 - October 2003
Marcus Evans September 1999 - March 2001
Skills
ETFs, Equities, Asset Management, Equity Trading, Bloomberg, Portfolio Management, FX, Series 7, Emerging Markets, Excel, Portfolio Optimization
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
Russell Investments June 2010 - Present
Mellon Capital Management December 2007 - October 2009
Bank of New York Mellon April 2007 - December 2007
Lynx Capital Partners October 2003 - April 2007
Worldco, LLP August 2001 - October 2003
Marcus Evans September 1999 - March 2001
Skills
ETFs, Equities, Asset Management, Equity Trading, Bloomberg, Portfolio Management, FX, Series 7, Emerging Markets, Excel, Portfolio Optimization
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
Robert Chun's Bank of New York Mellon Experience 2008 - 2009
Job SAP BPC Analyst
Industry Financial Services
Experience
Optimal Solutions November 2011 - Present
Ko-America Translation June 2009 - October 2011
Bank of New York Mellon 2008 - 2009
PricewaterhouseCoopers (PwC) July 2006 - August 2007
Korea Technology Banking Corporation March 1998 - April 2003
Skills
Consolidation, Financial Analysis, Financial Modeling, Financial Reporting, SAP BPC 7.5, Passed CPA Exam
Education
DePaul University
BS, Accountancy
University of Southern California - Marshall School of Business
MBA, Finance
Optimal Solutions November 2011 - Present
Ko-America Translation June 2009 - October 2011
Bank of New York Mellon 2008 - 2009
PricewaterhouseCoopers (PwC) July 2006 - August 2007
Korea Technology Banking Corporation March 1998 - April 2003
Skills
Consolidation, Financial Analysis, Financial Modeling, Financial Reporting, SAP BPC 7.5, Passed CPA Exam
Education
DePaul University
BS, Accountancy
University of Southern California - Marshall School of Business
MBA, Finance
Erik Speed's Bank of New York Mellon Experience May 1990 - August 1992
Job Vice President at MullinTBG
Industry Financial Services
Experience
MullinTBG January 2000 - Present
Towers Perrin May 1993 - August 1999
Bank of New York Mellon May 1990 - August 1992
Skills
Executive Pay, Retirement, Financial Services, Series 7, Investments, Employee Benefits, 401k, Asset Management, Series 63, Securities, Deferred Compensation, Insurance, Financial Modeling, Retirement Planning, Financial Analysis, Asset Allocation, Mutual Funds, Defined Benefit, Life Insurance, ERISA, Pensions, Disability Insurance, Management, Relationship Management
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA
Cornell University 1986 — 1990
BS, Applied Economics & Business Management
MullinTBG January 2000 - Present
Towers Perrin May 1993 - August 1999
Bank of New York Mellon May 1990 - August 1992
Skills
Executive Pay, Retirement, Financial Services, Series 7, Investments, Employee Benefits, 401k, Asset Management, Series 63, Securities, Deferred Compensation, Insurance, Financial Modeling, Retirement Planning, Financial Analysis, Asset Allocation, Mutual Funds, Defined Benefit, Life Insurance, ERISA, Pensions, Disability Insurance, Management, Relationship Management
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA
Cornell University 1986 — 1990
BS, Applied Economics & Business Management
Christopher Capone's Bank of New York Mellon Experience August 1987 - March 2000
Job CFO at CH Energy Group, Inc
Industry Utilities
Experience
CH Energy Group, Inc April 2000 - Present
Marist College 2010 - 2013
Marist College 2010 - 2013
Bank of New York Mellon August 1987 - March 2000
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Risk Management, Fixed Income, Renewable Energy, Mutual Funds, New Business Development, Mergers, Budgets, Leadership, Financial Modeling, Financial Services, Strategic Planning, Investments, Accounting, Corporate Finance, Asset Management, Mergers & Acquisitions, Finance, Financial Analysis, Private Equity, Valuation, Executive Management, Due Diligence, Project Finance, Investor Relations, Portfolio Management, Strategic Financial...
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Marist College 1981 — 1984
BS, Business/Finance
OLL
CH Energy Group, Inc April 2000 - Present
Marist College 2010 - 2013
Marist College 2010 - 2013
Bank of New York Mellon August 1987 - March 2000
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Risk Management, Fixed Income, Renewable Energy, Mutual Funds, New Business Development, Mergers, Budgets, Leadership, Financial Modeling, Financial Services, Strategic Planning, Investments, Accounting, Corporate Finance, Asset Management, Mergers & Acquisitions, Finance, Financial Analysis, Private Equity, Valuation, Executive Management, Due Diligence, Project Finance, Investor Relations, Portfolio Management, Strategic Financial...
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Marist College 1981 — 1984
BS, Business/Finance
OLL
Andrew Don's Bank of New York Mellon Experience 1987 - 1990
Job SVP & CFO at National Rural Utilities CFC
Industry Financial Services
Experience
National Rural Utilities CFC July 2013 - Present
National Rural Utilities CFC June 2010 - June 2013
National Rural Utilities CFC June 2005 - June 2010
National Rural Utilities CFC September 1999 - June 2005
Bank of Tokyo-Mitsubishi September 1990 - March 1999
Bank of Tokyo-Mitsubishi UFJ 1990 - 1999
Bank of New York Mellon 1987 - 1990
Skills
Banking, Funding, Financial Markets, Investor Relations, Hedging, CIOs, Syndications, Finance, Sarbanes-Oxley Act, Securities, Treasury, Financial Services, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Derivatives, Financial Modeling, Fixed Income, Financial Structuring, Credit, Cash Management, Private Equity, Structured Finance, Treasury Management, Valuation, Loans, Portfolio Management, Capital Markets, ALM, Project Finance, Asset Management, Financial Analysis, Due Diligence, Emerging Markets, Credit Risk, Credit Analysis, Investment Banking, Risk Management, Financial Risk, Strategic Financial..., Cash Flow Forecasting, Commercial Banking, Liquidity Management, Cash Flow, Bloomberg, Managerial Finance, Commercial Lending, FX Options, Bonds, Accounting
Education
Fordham Gabelli School of Business 1985 — 1988
MBA, Finance
Dickinson College 1977 — 1981
BA, Economics
OL Good Counsel 1973 — 1977
National Rural Utilities CFC July 2013 - Present
National Rural Utilities CFC June 2010 - June 2013
National Rural Utilities CFC June 2005 - June 2010
National Rural Utilities CFC September 1999 - June 2005
Bank of Tokyo-Mitsubishi September 1990 - March 1999
Bank of Tokyo-Mitsubishi UFJ 1990 - 1999
Bank of New York Mellon 1987 - 1990
Skills
Banking, Funding, Financial Markets, Investor Relations, Hedging, CIOs, Syndications, Finance, Sarbanes-Oxley Act, Securities, Treasury, Financial Services, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Derivatives, Financial Modeling, Fixed Income, Financial Structuring, Credit, Cash Management, Private Equity, Structured Finance, Treasury Management, Valuation, Loans, Portfolio Management, Capital Markets, ALM, Project Finance, Asset Management, Financial Analysis, Due Diligence, Emerging Markets, Credit Risk, Credit Analysis, Investment Banking, Risk Management, Financial Risk, Strategic Financial..., Cash Flow Forecasting, Commercial Banking, Liquidity Management, Cash Flow, Bloomberg, Managerial Finance, Commercial Lending, FX Options, Bonds, Accounting
Education
Fordham Gabelli School of Business 1985 — 1988
MBA, Finance
Dickinson College 1977 — 1981
BA, Economics
OL Good Counsel 1973 — 1977
Kanani Whack's Bank of New York Mellon Experience 2000 - 2002
Job Director at CBRE Global Investors
Industry Real Estate
Experience
CBRE Global Investors May 2012 - Present
Federal Home Loan Bank of Atlanta August 2010 - May 2012
Gloria Gregory Real Estate April 2009 - August 2010
GE Capital 2006 - 2008
TD Bank (formerly Commerce Bank) 2002 - 2005
Bank of New York Mellon 2000 - 2002
Skills
Credit, Asset Management, Loans, Commercial Real Estate, Market Research, Marketing, Real Estate Economics, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Investments, Portfolio Management, Real Estate, Corporate Finance, Mergers & Acquisitions, Risk Management, Banking, Underwriting
Education
Columbia University in the City of New York 2005 — 2006
Masters of Science, Real Estate Development
University of Virginia 1996 — 2000
Bachelor of Science, Political Science
CBRE Global Investors May 2012 - Present
Federal Home Loan Bank of Atlanta August 2010 - May 2012
Gloria Gregory Real Estate April 2009 - August 2010
GE Capital 2006 - 2008
TD Bank (formerly Commerce Bank) 2002 - 2005
Bank of New York Mellon 2000 - 2002
Skills
Credit, Asset Management, Loans, Commercial Real Estate, Market Research, Marketing, Real Estate Economics, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Investments, Portfolio Management, Real Estate, Corporate Finance, Mergers & Acquisitions, Risk Management, Banking, Underwriting
Education
Columbia University in the City of New York 2005 — 2006
Masters of Science, Real Estate Development
University of Virginia 1996 — 2000
Bachelor of Science, Political Science
Steve Colamaria's Bank of New York Mellon Experience December 2006 - Present
Job Architect / VP at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon December 2006 - Present
Standard & Poor's 2002 - 2006
John Hancock Financial Services January 2001 - February 2002
John Hancock 2001 - 2002
marchFIRST 2000 - 2001
Electronic Data Systems August 1998 - May 2000
Skills
Trading Systems, SDLC, Requirements Analysis, Fixed Income, Equities, Capital Markets, Agile Methodologies, Enterprise Architecture, Business Analysis, Derivatives, Java, Software Development
Education
Cornell University 1994 — 1998
BS, Computer Science
Bank of New York Mellon December 2006 - Present
Standard & Poor's 2002 - 2006
John Hancock Financial Services January 2001 - February 2002
John Hancock 2001 - 2002
marchFIRST 2000 - 2001
Electronic Data Systems August 1998 - May 2000
Skills
Trading Systems, SDLC, Requirements Analysis, Fixed Income, Equities, Capital Markets, Agile Methodologies, Enterprise Architecture, Business Analysis, Derivatives, Java, Software Development
Education
Cornell University 1994 — 1998
BS, Computer Science
Mark Angel's Bank of New York Mellon Experience May 1995 - May 2001
Job
Industry Insurance
Experience
JP Morgan 2005 - 2009
Blue Cross Blue Shield May 2001 - June 2005
Bank of New York Mellon May 1995 - May 2001
Skills
Talent Acquisition, Investments, Team Leadership, Access, Microsoft Excel, Bloomberg, Leadership
Education
Columbia University - Columbia Business School
Mathematics - Finance
Joseph M. Katz Graduate School of Business - University of Pittsburgh
Master's Business Administration
Penn State University
JP Morgan 2005 - 2009
Blue Cross Blue Shield May 2001 - June 2005
Bank of New York Mellon May 1995 - May 2001
Skills
Talent Acquisition, Investments, Team Leadership, Access, Microsoft Excel, Bloomberg, Leadership
Education
Columbia University - Columbia Business School
Mathematics - Finance
Joseph M. Katz Graduate School of Business - University of Pittsburgh
Master's Business Administration
Penn State University
Paul Soya's Bank of New York Mellon Experience October 2005 - Present
Job Vice President at Bank Of New York Mellon
Industry Banking
Experience
Bank Of New York Mellon October 2005 - Present
National City Bank November 1999 - May 2005
National City Corp 1999 - 2005
BP Amoco January 1985 - November 1999
BP Amoco 1985 - 1999
Education
Cuyahoga Community College 1975 — 1977
Bank Of New York Mellon October 2005 - Present
National City Bank November 1999 - May 2005
National City Corp 1999 - 2005
BP Amoco January 1985 - November 1999
BP Amoco 1985 - 1999
Education
Cuyahoga Community College 1975 — 1977
Amy Sutch's Bank of New York Mellon Experience July 1999 - August 2008
Job Sales Planning/Quality Assurance Manager at StellaJones Corporation
Industry Railroad Manufacture
Experience
Stella-Jones Corporation September 2010 - Present
Robert Half Finance & Accounting August 2008 - October 2008
Bank of New York Mellon July 1999 - August 2008
Skills
Cognos, Training & Development, SQL, Employee Training, Process Improvement, Project Management, Project Planning, Management, Operations Management, Transportation, Logistics, Employee Relations, Rail, Customer Service, Sales, Team Building, Microsoft Office, Microsoft Excel, Leadership, Budgets
Education
Community College of Allegheny County 1997 — 2000
Information Science
Shaler
Stella-Jones Corporation September 2010 - Present
Robert Half Finance & Accounting August 2008 - October 2008
Bank of New York Mellon July 1999 - August 2008
Skills
Cognos, Training & Development, SQL, Employee Training, Process Improvement, Project Management, Project Planning, Management, Operations Management, Transportation, Logistics, Employee Relations, Rail, Customer Service, Sales, Team Building, Microsoft Office, Microsoft Excel, Leadership, Budgets
Education
Community College of Allegheny County 1997 — 2000
Information Science
Shaler
Michele Slomka's Bank of New York Mellon Experience February 2010 - April 2010
Job Business Systems Analyst at Highmark
Industry Information Technology and Services
Experience
Highmark April 2012 - Present
Highmark Blue Cross Blue Shield May 2011 - December 2011
Bank of New York Mellon February 2010 - April 2010
Federated Investors April 2008 - December 2009
Highmark Blue Cross Blue Shield March 2007 - February 2008
UPMC Health Plan January 2007 - March 2007
Highmark Blue Cross Blue Shield August 2006 - January 2007
PNC Bank September 1998 - August 2006
JH Data Technical May 1998 - September 1998
General Nutrition Corporation May 1990 - May 1998
Skills
Business Requirements, Requirements Analysis, Quality Assurance
Education
Community College of Allegheny County 1995 — 2005
Quaker Valley High School 1986 — 1988
Academic
Highmark April 2012 - Present
Highmark Blue Cross Blue Shield May 2011 - December 2011
Bank of New York Mellon February 2010 - April 2010
Federated Investors April 2008 - December 2009
Highmark Blue Cross Blue Shield March 2007 - February 2008
UPMC Health Plan January 2007 - March 2007
Highmark Blue Cross Blue Shield August 2006 - January 2007
PNC Bank September 1998 - August 2006
JH Data Technical May 1998 - September 1998
General Nutrition Corporation May 1990 - May 1998
Skills
Business Requirements, Requirements Analysis, Quality Assurance
Education
Community College of Allegheny County 1995 — 2005
Quaker Valley High School 1986 — 1988
Academic
Kathy Horgan's Bank of New York Mellon Experience 1995 - 2006
Job Executive Vice President, Human Resources at Old Mutual US
Industry Financial Services
Experience
Old Mutual US Executive Vice President, HROld Mutual Asset Management2006 - Present
Bank of New York Mellon 1995 - 2006
Education
Cornell University
Old Mutual US Executive Vice President, HROld Mutual Asset Management2006 - Present
Bank of New York Mellon 1995 - 2006
Education
Cornell University
Todd Rossignol's Bank of New York Mellon Experience Managing DirectorBNY Mellon1994 - Present
Job Vice President at Bank of New York Mellon
Industry Investment Banking
Experience
Bank of New York Mellon Managing DirectorBNY Mellon1994 - Present
Education
College of the Holy Cross 1987 — 1991
Bank of New York Mellon Managing DirectorBNY Mellon1994 - Present
Education
College of the Holy Cross 1987 — 1991
Jakob Bak's Bank of New York Mellon Experience 2007 - 2011
Job Director Emerging Markets
Industry Financial Services
Experience
MacKay Shields April 2011 - Present
Bank of New York Mellon 2007 - 2011
Standish Mellon Asset Management 2004 - 2006
Pareto Investment Management Limited 2000 - 2004
Skills
Portfolio Management, Fixed Income
Education
Ohio University 1994 — 2000
PhD, Physics
Cornell University 1989 — 1993
BA, Physics, Economics
MacKay Shields April 2011 - Present
Bank of New York Mellon 2007 - 2011
Standish Mellon Asset Management 2004 - 2006
Pareto Investment Management Limited 2000 - 2004
Skills
Portfolio Management, Fixed Income
Education
Ohio University 1994 — 2000
PhD, Physics
Cornell University 1989 — 1993
BA, Physics, Economics
Joseph Sirna's Bank of New York Mellon Experience 2006 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2006 - Present
JPMorgan Chase 2003 - 2006
Capco 2000 - 2003
Deutsche Bank, New York 1995 - 2000
Bankers Trust 1981 - 1995
Education
Columbia Engineering
BS
Bank of New York Mellon 2006 - Present
JPMorgan Chase 2003 - 2006
Capco 2000 - 2003
Deutsche Bank, New York 1995 - 2000
Bankers Trust 1981 - 1995
Education
Columbia Engineering
BS
Erin Riley's Bank of New York Mellon Experience January 2007 - January 2009
Job Legal Counsel & Legislative Director at Commonwealth of Massachusetts
Industry Government Administration
Experience
Commonwealth of Massachusetts January 2015 - Present
Barbara L'Italien for State Senate May 2014 - January 2015
Joint Committee on Labor & Workforce Development, Office of House Chairman Thomas P. Conroy September 2013 - May 2014
Kotin, Crabtree & Strong February 2013 - May 2013
Joint Committee on Higher Education May 2012 - August 2012
Disability Law Center March 2012 - May 2012
Massachusetts Advocates for Children September 2011 - November 2011
Cottage Park Yacht Club June 2009 - September 2010
Bank of New York Mellon January 2007 - January 2009
Skills
Research, Public Policy, Public Relations, Policy, Teaching, Analysis, Litigation, Coaching, Courts, Special Education, Policy Analysis, Nonprofits, Public Speaking, Fundraising, Community Outreach, Legal Writing, Legal Research, Government, Editing, Grant Writing, Westlaw, Politics
Education
Northeastern University School of Law 2010 — 2013
Juris Doctor, Education and Special Education Advocacy
Connecticut College 2002 — 2006
BA, cum laude, Government; Economics
Commonwealth of Massachusetts January 2015 - Present
Barbara L'Italien for State Senate May 2014 - January 2015
Joint Committee on Labor & Workforce Development, Office of House Chairman Thomas P. Conroy September 2013 - May 2014
Kotin, Crabtree & Strong February 2013 - May 2013
Joint Committee on Higher Education May 2012 - August 2012
Disability Law Center March 2012 - May 2012
Massachusetts Advocates for Children September 2011 - November 2011
Cottage Park Yacht Club June 2009 - September 2010
Bank of New York Mellon January 2007 - January 2009
Skills
Research, Public Policy, Public Relations, Policy, Teaching, Analysis, Litigation, Coaching, Courts, Special Education, Policy Analysis, Nonprofits, Public Speaking, Fundraising, Community Outreach, Legal Writing, Legal Research, Government, Editing, Grant Writing, Westlaw, Politics
Education
Northeastern University School of Law 2010 — 2013
Juris Doctor, Education and Special Education Advocacy
Connecticut College 2002 — 2006
BA, cum laude, Government; Economics
Hector Alma's Bank of New York Mellon Experience September 2000 - December 2003
Job System Administrator
Industry Information Technology and Services
Experience
Newburgh Enlarged School District October 2006 - Present
JPMorgan Chase & Co. February 2004 - October 2006
Bank of New York- Mellon September 2000 - December 2003
Icon CMT - Qwest Corporation March 1995 - September 2000
Dow Jones September 1986 - March 1995
Education
Global Knowledge 2004 — 2004
CCNA - Internetworking Cisco Network Devices
Westcon Technologies 1995 — 1995
Microsoft Certified Product Specialist (MCP) & Certified Novell Engineer 4.11 (CNE)
New York University 1988 — 1990
Telecommunication Analysis
DeVry Institute of Technology 1980 — 1983
Technical Engineering
Newburgh Enlarged School District October 2006 - Present
JPMorgan Chase & Co. February 2004 - October 2006
Bank of New York- Mellon September 2000 - December 2003
Icon CMT - Qwest Corporation March 1995 - September 2000
Dow Jones September 1986 - March 1995
Education
Global Knowledge 2004 — 2004
CCNA - Internetworking Cisco Network Devices
Westcon Technologies 1995 — 1995
Microsoft Certified Product Specialist (MCP) & Certified Novell Engineer 4.11 (CNE)
New York University 1988 — 1990
Telecommunication Analysis
DeVry Institute of Technology 1980 — 1983
Technical Engineering
Bob Howell's Bank of New York Mellon Experience October 2006 - June 2009
Job VP, Senior Recruiter at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance April 2010 - October 2014
Bank of New York Mellon October 2006 - June 2009
State Street Bank December 1999 - March 2002
Sun Life Financial March 1999 - November 1999
Atlantic Search Group, Inc November 1989 - March 1998
Winter Wyman July 1985 - September 1989
Arthur Andersen December 1981 - April 1982
Education
Duke University 1976 — 1980
BS, Accounting
Eaton Vance November 2014 - Present
Eaton Vance April 2010 - October 2014
Bank of New York Mellon October 2006 - June 2009
State Street Bank December 1999 - March 2002
Sun Life Financial March 1999 - November 1999
Atlantic Search Group, Inc November 1989 - March 1998
Winter Wyman July 1985 - September 1989
Arthur Andersen December 1981 - April 1982
Education
Duke University 1976 — 1980
BS, Accounting
Zachary Boyle's Bank of New York Mellon Experience 2008 - September 2012
Job Residential Lending Portfolio Manager, AVP at EverBank
Industry Banking
Experience
EverBank September 2012 - Present
Bank of New York Mellon 2008 - September 2012
Countrywide Mortgage 2007 - 2008
BNY Mortgage, Bank of New York Company 2005 - 2006
Residential RealEstate Review 2004 - 2005
Skills
Mortgage Lending, Loans, Residential Homes, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Residential Mortgages, Underwriting, Commercial Lending, Portfolio Management, Banking, Financial Services, Credit Risk, Risk Management, Mortgage Servicing, Financial Analysis, Refinance, FHA, Cross Selling, Mortgage Underwriting, Real Estate, Finance, Financial Modeling, Drums, Investments, Asset Management, Relationship Management, Financial Risk, Securities, Valuation, Capital Markets, Commercial Banking, Fixed Income, Wealth Management, Financial Structuring, Small Business Lending
Education
CBA Executive Banking School (formerly the Graduate School of Retail Bank Management) 2015 — 2017
Bank Management
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
M.S., Finance
D'Amore-McKim School of Business at Northeastern University 2008 — 2011
MBA, Finance
Hampshire College 1997 — 2001
B.A., Music Production and Performance
Episcopal High School of Jacksonville 1992 — 1996
EverBank September 2012 - Present
Bank of New York Mellon 2008 - September 2012
Countrywide Mortgage 2007 - 2008
BNY Mortgage, Bank of New York Company 2005 - 2006
Residential RealEstate Review 2004 - 2005
Skills
Mortgage Lending, Loans, Residential Homes, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Residential Mortgages, Underwriting, Commercial Lending, Portfolio Management, Banking, Financial Services, Credit Risk, Risk Management, Mortgage Servicing, Financial Analysis, Refinance, FHA, Cross Selling, Mortgage Underwriting, Real Estate, Finance, Financial Modeling, Drums, Investments, Asset Management, Relationship Management, Financial Risk, Securities, Valuation, Capital Markets, Commercial Banking, Fixed Income, Wealth Management, Financial Structuring, Small Business Lending
Education
CBA Executive Banking School (formerly the Graduate School of Retail Bank Management) 2015 — 2017
Bank Management
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
M.S., Finance
D'Amore-McKim School of Business at Northeastern University 2008 — 2011
MBA, Finance
Hampshire College 1997 — 2001
B.A., Music Production and Performance
Episcopal High School of Jacksonville 1992 — 1996
Ed Bagley's Bank of New York Mellon Experience October 2006 - March 2008
Job Special Education Resource Teacher
Industry Primary/Secondary Education
Experience
LEARN Charter School Network 2014 - 2015
Chicago International Charter School 2013 - 2014
University of Chicago Charter School 2012 - 2013
Lewtan Technologies July 2008 - March 2009
Bank of New York Mellon October 2006 - March 2008
Deerfield Capital Management February 2005 - September 2006
LaSalle Bank December 2003 - February 2005
Cole Taylor Bank August 2001 - November 2003
Education
DePaul University 1999 — 2001
BS, Finance
Quincy University
Master of Education (MEd), Special Education and Teaching
LEARN Charter School Network 2014 - 2015
Chicago International Charter School 2013 - 2014
University of Chicago Charter School 2012 - 2013
Lewtan Technologies July 2008 - March 2009
Bank of New York Mellon October 2006 - March 2008
Deerfield Capital Management February 2005 - September 2006
LaSalle Bank December 2003 - February 2005
Cole Taylor Bank August 2001 - November 2003
Education
DePaul University 1999 — 2001
BS, Finance
Quincy University
Master of Education (MEd), Special Education and Teaching
Leandro Fajardo's Bank of New York Mellon Experience January 2001 - September 2005
Job Helpdesk / Technical Support
Industry Financial Services
Experience
United States Tennis Association January 2013 - Present
First Republic Bank 2011 - 2012
Moody's September 2006 - December 2008
Bank of New York Mellon January 2001 - September 2005
Merrill Lynch 2004 - 2005
Skills
Technical Support, Windows 7, Active Directory, CRM, Help Desk Support, Troubleshooting, Computer Hardware, Windows Server, Vendor Management, System Administration, Windows, Disaster Recovery
Education
De La Salle University 1984 — 1987
Bachelor of Science, Applied Mathematics
United States Tennis Association January 2013 - Present
First Republic Bank 2011 - 2012
Moody's September 2006 - December 2008
Bank of New York Mellon January 2001 - September 2005
Merrill Lynch 2004 - 2005
Skills
Technical Support, Windows 7, Active Directory, CRM, Help Desk Support, Troubleshooting, Computer Hardware, Windows Server, Vendor Management, System Administration, Windows, Disaster Recovery
Education
De La Salle University 1984 — 1987
Bachelor of Science, Applied Mathematics
Danielle Fabrizi's Bank of New York Mellon Experience April 2010 - Present
Job Workbench Client Support Analyst at The Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon April 2010 - Present
Nine West Group October 2007 - Present
The Bank of New York Mellon January 2008 - April 2010
ComDoc Inc June 2006 - June 2007
Education
Duquesne University 2002 — 2006
Bank of New York Mellon April 2010 - Present
Nine West Group October 2007 - Present
The Bank of New York Mellon January 2008 - April 2010
ComDoc Inc June 2006 - June 2007
Education
Duquesne University 2002 — 2006
Dan Schetley's Bank of New York Mellon Experience June 2009 - June 2010
Job SQL Database Administrator at IMPAQT
Industry Information Technology and Services
Experience
IMPAQT August 2010 - Present
Bank of New York Mellon June 2009 - June 2010
HJ Heinz May 2008 - August 2008
Giant Eagle May 2007 - August 2007
Skills
Microsoft SQL Server, SSIS, Microsoft Office
Education
Duquesne University 2004 — 2009
Bachelor of Science in Business Administration, Information Systems Management and Supply Chain Management
IMPAQT August 2010 - Present
Bank of New York Mellon June 2009 - June 2010
HJ Heinz May 2008 - August 2008
Giant Eagle May 2007 - August 2007
Skills
Microsoft SQL Server, SSIS, Microsoft Office
Education
Duquesne University 2004 — 2009
Bachelor of Science in Business Administration, Information Systems Management and Supply Chain Management
Erin Blue's Bank of New York Mellon Experience June 2006 - Present
Job Corporate Actions Specialist at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2006 - Present
Education
Duquesne University 2002 — 2006
Business, Marketing and Management
Bank of New York Mellon June 2006 - Present
Education
Duquesne University 2002 — 2006
Business, Marketing and Management
Christopher Setten's Bank of New York Mellon Experience 1900 - 1915
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
Bank of America January 2006 - July 2008
Northern Trust Global Advisors 2001 - 2005
Goldman Sachs Asset Mgmt. 2000 - 2002
Bank of New York Mellon 1900 - 1915
Skills
Asset Allocation, Alternative Investments, Fund Of Funds, Private Equity, Endowments, Due Diligence, Series 7, Hedge Funds
Education
Columbia University in the City of New York
MA, Asian Studies
Queen's University
BA, Literature
Rutgers Graduate School of Management
MBA, Finance
Morgan Stanley Smith Barney July 2008 - Present
Bank of America January 2006 - July 2008
Northern Trust Global Advisors 2001 - 2005
Goldman Sachs Asset Mgmt. 2000 - 2002
Bank of New York Mellon 1900 - 1915
Skills
Asset Allocation, Alternative Investments, Fund Of Funds, Private Equity, Endowments, Due Diligence, Series 7, Hedge Funds
Education
Columbia University in the City of New York
MA, Asian Studies
Queen's University
BA, Literature
Rutgers Graduate School of Management
MBA, Finance
Peter Meese's Bank of New York Mellon Experience August 1990 - May 1994
Job Business Analyst Market Risk at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch / Bank of America June 2013 - Present
Triple Point Technology November 2008 - June 2013
Mercury Technologies January 2008 - November 2008
Goldman Sachs February 1998 - January 2008
AIG Trading Group June 1994 - February 1998
Bank of New York Mellon August 1990 - May 1994
Skills
Derivatives, Commodity, Business Analysis, Trading, Credit Risk, Project Management, Trading Systems, Commodity Markets, ETRM, Risk Management, IT Management, Fixed Income, Market Risk, Software Project..., Equities
Education
Cornell University 1985 — 1990
Bachelor of Arts (B.A.), Comparative Literature
Merrill Lynch / Bank of America June 2013 - Present
Triple Point Technology November 2008 - June 2013
Mercury Technologies January 2008 - November 2008
Goldman Sachs February 1998 - January 2008
AIG Trading Group June 1994 - February 1998
Bank of New York Mellon August 1990 - May 1994
Skills
Derivatives, Commodity, Business Analysis, Trading, Credit Risk, Project Management, Trading Systems, Commodity Markets, ETRM, Risk Management, IT Management, Fixed Income, Market Risk, Software Project..., Equities
Education
Cornell University 1985 — 1990
Bachelor of Arts (B.A.), Comparative Literature
Michelle Millsom's Bank of New York Mellon Experience June 2005 - May 2008
Job Vice President at Fidelity FOREX, Inc
Industry Financial Services
Experience
Fidelity FOREX, Inc March 2009 - Present
Bank of New York Mellon June 2005 - May 2008
Morgan Keegan November 2000 - June 2005
PaineWebber May 1999 - October 2000
G.X. Clarke June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Brookline High School 1989 — 1993
Fidelity FOREX, Inc March 2009 - Present
Bank of New York Mellon June 2005 - May 2008
Morgan Keegan November 2000 - June 2005
PaineWebber May 1999 - October 2000
G.X. Clarke June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Brookline High School 1989 — 1993
Gezim Redzovic's Bank of New York Mellon Experience October 2000 - January 2009
Job Supervisor at CBS
Industry Facilities Services
Experience
Collins Building Services February 2014 - Present
First Quality Maintenance February 2012 - January 2014
Hudson Honda January 2011 - November 2011
Bank of New York Mellon October 2000 - January 2009
Skills
Asset Managment, Asset Management, Investments, Negotiation, Real Estate, Budgets, Customer Service, Management, Contract Negotiation, Strategic Planning, Project Management, Microsoft Office, Sales Management, Marketing
Education
DeVry University 1998 — 2000
AS, CIS
Port Richmond HS 1994 — 1998
Collins Building Services February 2014 - Present
First Quality Maintenance February 2012 - January 2014
Hudson Honda January 2011 - November 2011
Bank of New York Mellon October 2000 - January 2009
Skills
Asset Managment, Asset Management, Investments, Negotiation, Real Estate, Budgets, Customer Service, Management, Contract Negotiation, Strategic Planning, Project Management, Microsoft Office, Sales Management, Marketing
Education
DeVry University 1998 — 2000
AS, CIS
Port Richmond HS 1994 — 1998
Andrew Gans CFP®'s Bank of New York Mellon Experience February 2005 - November 2006
Job Rockcliff Capital LLC
Industry Financial Services
Experience
Rockcliff Capital LLC July 2013 - Present
Morgan Stanley Smith Barney June 2011 - June 2013
Trebuchet Consulting, LLC November 2006 - April 2011
Bank of New York Mellon February 2005 - November 2006
Skills
Wealth Management, Equities, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management..., Alternative Investments, Investment Management, Portfolio Management, ETFs, Financial Markets, Asset Management, Estate Planning, Capital Markets, Financial Analysis, Financial Planning
Education
Duquesne University 2000 — 2004
Business, Investment and Finance
Mt. Lebanon 1996 — 2000
Rockcliff Capital LLC July 2013 - Present
Morgan Stanley Smith Barney June 2011 - June 2013
Trebuchet Consulting, LLC November 2006 - April 2011
Bank of New York Mellon February 2005 - November 2006
Skills
Wealth Management, Equities, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management..., Alternative Investments, Investment Management, Portfolio Management, ETFs, Financial Markets, Asset Management, Estate Planning, Capital Markets, Financial Analysis, Financial Planning
Education
Duquesne University 2000 — 2004
Business, Investment and Finance
Mt. Lebanon 1996 — 2000
Ben Tsocanos's Bank of New York Mellon Experience August 1999 - June 2004
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2012 - Present
Societe Generale Energy Corp. April 2011 - March 2012
Sempra Energy Trading July 2008 - May 2011
Standard & Poor's 2004 - 2008
Bank of New York Mellon August 1999 - June 2004
Skills
Portfolio Management, Credit, Energy, Oil, Gas, Valuation, Corporate Finance, Finance, Financial Analysis, Derivatives, Fixed Income, Due Diligence, Financial Modeling, Capital Markets, Trading, Petroleum, Risk Management, Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Columbia University School of International and Public Affairs 1996 — 1999
MIA, Economic & Political Development
Haverford College
Standard & Poor's March 2012 - Present
Societe Generale Energy Corp. April 2011 - March 2012
Sempra Energy Trading July 2008 - May 2011
Standard & Poor's 2004 - 2008
Bank of New York Mellon August 1999 - June 2004
Skills
Portfolio Management, Credit, Energy, Oil, Gas, Valuation, Corporate Finance, Finance, Financial Analysis, Derivatives, Fixed Income, Due Diligence, Financial Modeling, Capital Markets, Trading, Petroleum, Risk Management, Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Columbia University School of International and Public Affairs 1996 — 1999
MIA, Economic & Political Development
Haverford College
Sean O'Neil's Bank of New York Mellon Experience 1991 - 2009
Job Managing Director at Clough Capital Partners, L.P.
Industry Financial Services
Experience
Clough Capital Partners, L.P. March 2015 - Present
Fenwick Global Advisors December 2009 - Present
Bank of New York Mellon 1991 - 2009
United States Navy 1976 - 2001
The Boston Company Asset Management, LLC 1991 - 1998
Trammell Crow Company June 1984 - September 1991
Skills
Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Private Equity, Capital Markets, Securities, Investment Strategies, Emerging Markets, Investment Advisory, Wealth Management, Equity Research, Financial Services, Fund Of Funds, Investor Relations, Series 63, Venture Capital, Series 7, Bloomberg, Institutional..., Options, Trading, Financial Markets, Derivatives, Financial Advisory, Structured Products, ETFs, Hedging, Funding, Investment Banking, Equity Trading, Valuation, Private Placements, FINRA, Structured Finance, Equity Valuation, Pension Funds
Education
Harvard Business School 1982 — 1984
MBA
College of the Holy Cross
BA, Mathematics
Moses Brown School
Clough Capital Partners, L.P. March 2015 - Present
Fenwick Global Advisors December 2009 - Present
Bank of New York Mellon 1991 - 2009
United States Navy 1976 - 2001
The Boston Company Asset Management, LLC 1991 - 1998
Trammell Crow Company June 1984 - September 1991
Skills
Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Private Equity, Capital Markets, Securities, Investment Strategies, Emerging Markets, Investment Advisory, Wealth Management, Equity Research, Financial Services, Fund Of Funds, Investor Relations, Series 63, Venture Capital, Series 7, Bloomberg, Institutional..., Options, Trading, Financial Markets, Derivatives, Financial Advisory, Structured Products, ETFs, Hedging, Funding, Investment Banking, Equity Trading, Valuation, Private Placements, FINRA, Structured Finance, Equity Valuation, Pension Funds
Education
Harvard Business School 1982 — 1984
MBA
College of the Holy Cross
BA, Mathematics
Moses Brown School
Bradford Orben's Bank of New York Mellon Experience February 1997 - February 2007
Job Executive Director Family Office at Building and Land Technology
Industry Financial Services
Experience
Building and Land Technology February 2007 - Present
Bank of New York Mellon (Dreyfus) 1997 - 2008
Bank of New York Mellon February 1997 - February 2007
Dreyfus Investments 1997 - 2001
Dreyfus Corporation 1997 - 2001
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Portfolio Management, Equities, Investment Management, Fixed Income, Wealth Management, Family Office, Due Diligence, Venture Capital, Mergers & Acquisitions, Disposition, Real Estate Economics, Brokerage, Financial Modeling, Fund Of Funds, Series 24, Investment Banking, Series 7, Investment Strategies, Corporate Development, Asset Managment, CMBS, Securities, Structured Finance
Education
Dickinson College 1988 — 1992
Bachelor, Economics
Brunswick School 1982 — 1988
Building and Land Technology February 2007 - Present
Bank of New York Mellon (Dreyfus) 1997 - 2008
Bank of New York Mellon February 1997 - February 2007
Dreyfus Investments 1997 - 2001
Dreyfus Corporation 1997 - 2001
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Portfolio Management, Equities, Investment Management, Fixed Income, Wealth Management, Family Office, Due Diligence, Venture Capital, Mergers & Acquisitions, Disposition, Real Estate Economics, Brokerage, Financial Modeling, Fund Of Funds, Series 24, Investment Banking, Series 7, Investment Strategies, Corporate Development, Asset Managment, CMBS, Securities, Structured Finance
Education
Dickinson College 1988 — 1992
Bachelor, Economics
Brunswick School 1982 — 1988
Brian Merkt's Bank of New York Mellon Experience January 2011 - September 2012
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC March 2014 - Present
PNC Investments September 2012 - Present
Bank of New York Mellon January 2011 - September 2012
Education
Duquesne University 1992 — 1996
BSBA, Business Finance
PNC March 2014 - Present
PNC Investments September 2012 - Present
Bank of New York Mellon January 2011 - September 2012
Education
Duquesne University 1992 — 1996
BSBA, Business Finance
Dan Janiak, CPA's Bank of New York Mellon Experience June 2004 - February 2007
Job VP Accounting Policy at PNC
Industry Accounting
Experience
PNC May 2015 - Present
EY March 2014 - May 2015
EY October 2013 - February 2014
EY October 2010 - September 2013
Ernst & Young September 2008 - September 2010
Ernst & Young June 2007 - August 2007
Bank of New York Mellon June 2004 - February 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley Act, IFRS, GAAP, External Audit, Financial Accounting, SEC filings, Financial Audits, Leadership, Finance, Consolidation, SEC Filings
Education
Duquesne University 2004 — 2008
Bachelor's Degree, Accounting, Finance
PNC May 2015 - Present
EY March 2014 - May 2015
EY October 2013 - February 2014
EY October 2010 - September 2013
Ernst & Young September 2008 - September 2010
Ernst & Young June 2007 - August 2007
Bank of New York Mellon June 2004 - February 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley Act, IFRS, GAAP, External Audit, Financial Accounting, SEC filings, Financial Audits, Leadership, Finance, Consolidation, SEC Filings
Education
Duquesne University 2004 — 2008
Bachelor's Degree, Accounting, Finance
Shakaira Logan's Bank of New York Mellon Experience July 2007 - Present
Job Senior Operations Analyst at PNC Financial Services Group
Industry Financial Services
Experience
Bank of New York Mellon July 2007 - Present
Delaware State University August 2006 - June 2007
Hertz Local Edition January 2006 - July 2006
Delaware State University October 2004 - May 2005
Delaware State University July 2002 - October 2004
Education
Delaware State University 2006 — 2007
M.B.A., Business Administration
Delaware State University 2001 — 2005
B.S., Marketing Management
Bank of New York Mellon July 2007 - Present
Delaware State University August 2006 - June 2007
Hertz Local Edition January 2006 - July 2006
Delaware State University October 2004 - May 2005
Delaware State University July 2002 - October 2004
Education
Delaware State University 2006 — 2007
M.B.A., Business Administration
Delaware State University 2001 — 2005
B.S., Marketing Management
Jeannine Palmer's Bank of New York Mellon Experience November 2006 - April 2008
Job Owner, PR Life Management Services
Industry Consumer Services
Experience
PR Life Management Services August 2008 - Present
Bank of New York Mellon November 2006 - April 2008
JPMorgan Chase November 2003 - November 2006
Bank One January 2000 - November 2003
Education
Ohio Dominican University 1996 — 2000
Business, business management, accounting
Columbus State Community College 1971 — 1973
Assoc Degree, Accounting
PR Life Management Services August 2008 - Present
Bank of New York Mellon November 2006 - April 2008
JPMorgan Chase November 2003 - November 2006
Bank One January 2000 - November 2003
Education
Ohio Dominican University 1996 — 2000
Business, business management, accounting
Columbus State Community College 1971 — 1973
Assoc Degree, Accounting
Benjamin Sank's Bank of New York Mellon Experience 2001 - 2004
Job Originator at Constellation Energy
Industry Oil & Energy
Experience
Constellation Energy July 2006 - Present
Bank of New York Mellon 2001 - 2004
Skills
Commodity Markets, Financial Modeling, Commodity, Trading, Valuation, Energy, Energy Markets, Natural Gas, Electricity Markets, Hedging, Renewable Energy, Derivatives, Options, Financial Structuring
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Emory University 1997 — 2001
BA, Economics and Political Science
Walt Whitman High School
Constellation Energy July 2006 - Present
Bank of New York Mellon 2001 - 2004
Skills
Commodity Markets, Financial Modeling, Commodity, Trading, Valuation, Energy, Energy Markets, Natural Gas, Electricity Markets, Hedging, Renewable Energy, Derivatives, Options, Financial Structuring
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Emory University 1997 — 2001
BA, Economics and Political Science
Walt Whitman High School
Robert Thibodeau's Bank of New York Mellon Experience September 2006 - Present
Job IT Asset manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 2006 - Present
Genesys Consulting Services October 2004 - June 2006
US Navy June 2001 - October 2004
Mercy Hospital June 1999 - June 2000
Education
Concordia 2001 — 2004
BS, Information Technology
University of Massachusetts, Amherst 1997 — 1999
Computer Science
MRHS 1992 — 1996
HS Diploma
Bank of New York Mellon September 2006 - Present
Genesys Consulting Services October 2004 - June 2006
US Navy June 2001 - October 2004
Mercy Hospital June 1999 - June 2000
Education
Concordia 2001 — 2004
BS, Information Technology
University of Massachusetts, Amherst 1997 — 1999
Computer Science
MRHS 1992 — 1996
HS Diploma
Chinmay Panchal's Bank of New York Mellon Experience September 2007 - March 2008
Job AIS Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon June 2010 - Present
Credit Suisse September 2008 - April 2009
Bank of New York Mellon September 2007 - March 2008
Bank of New York Mellon September 2006 - March 2007
Skills
Hedge Funds, Accounting, Derivatives, Advent Geneva, InvestOne, Fund Accounting, Fixed Income, Equities, Microsoft Office, Back Office, Securities, Alternative Investments, Fund Administration, Bloomberg
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Drexel University - LeBow College of Business 2006 — 2008
MBA, Accounting
Drexel University - LeBow College of Business 2006 — 2008
MBA, Financial Management
SNGV
SNGV
BNY Mellon June 2010 - Present
Credit Suisse September 2008 - April 2009
Bank of New York Mellon September 2007 - March 2008
Bank of New York Mellon September 2006 - March 2007
Skills
Hedge Funds, Accounting, Derivatives, Advent Geneva, InvestOne, Fund Accounting, Fixed Income, Equities, Microsoft Office, Back Office, Securities, Alternative Investments, Fund Administration, Bloomberg
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Drexel University - LeBow College of Business 2006 — 2008
MBA, Accounting
Drexel University - LeBow College of Business 2006 — 2008
MBA, Financial Management
SNGV
SNGV
Cynthia Howells, CFA's Bank of New York Mellon Experience 2007 - 2009
Job Principal at TalenTeck LLC
Industry Financial Services
Experience
TalenTeck LLC September 2013 - Present
Fitch Ratings September 2009 - August 2013
Bank of New York Mellon 2007 - 2009
Bank of New York 2003 - 2007
Bank of New York 1999 - 2003
Bank of New York 1997 - 1999
Colulmbia Journal of World Business 1991 - 1995
Skills
Financial Analysis, Financial Writing, Portfolio Management, Bonds, Financial Markets, Corporate Finance, Loans, Finance, Project Finance, Credit, Financial Services, Credit Analysis, Financial Modeling, Energy, Renewable Energy, Relationship Management, Banking, Commercial Banking, Structured Finance, Fixed Income, Investments
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA
Columbia University in the City of New York 1988 — 1991
B.A.
Smith College 1986 — 1988
none
Wellesley High School 1982 — 1986
HS Diploma
TalenTeck LLC September 2013 - Present
Fitch Ratings September 2009 - August 2013
Bank of New York Mellon 2007 - 2009
Bank of New York 2003 - 2007
Bank of New York 1999 - 2003
Bank of New York 1997 - 1999
Colulmbia Journal of World Business 1991 - 1995
Skills
Financial Analysis, Financial Writing, Portfolio Management, Bonds, Financial Markets, Corporate Finance, Loans, Finance, Project Finance, Credit, Financial Services, Credit Analysis, Financial Modeling, Energy, Renewable Energy, Relationship Management, Banking, Commercial Banking, Structured Finance, Fixed Income, Investments
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA
Columbia University in the City of New York 1988 — 1991
B.A.
Smith College 1986 — 1988
none
Wellesley High School 1982 — 1986
HS Diploma
Steven Lapham's Bank of New York Mellon Experience September 1986 - November 1997
Job Managing Director at Wachovia
Industry Banking
Experience
Wachovia Managing DirectorDeutsche BankNovember 1997 - May 2007
Bank of New York Mellon September 1986 - November 1997
Education
Duke University - The Fuqua School of Business 1984 — 1986
1986
Villanova University 1980 — 1984
BS, Business Administration
Wachovia Managing DirectorDeutsche BankNovember 1997 - May 2007
Bank of New York Mellon September 1986 - November 1997
Education
Duke University - The Fuqua School of Business 1984 — 1986
1986
Villanova University 1980 — 1984
BS, Business Administration
Steve Quackenbush's Bank of New York Mellon Experience 1988 - 1993
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Mercer March 2010 - May 2010
AXA Equitable March 2009 - February 2010
Fidelity Investments April 2008 - February 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2002 - 2004
Fidelity Investments 1995 - 2002
Norwest Bank 1993 - 1995
Bank of New York Mellon 1988 - 1993
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1981 — 1985
BA, Economics
Fidelity Investments May 2010 - Present
Mercer March 2010 - May 2010
AXA Equitable March 2009 - February 2010
Fidelity Investments April 2008 - February 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2002 - 2004
Fidelity Investments 1995 - 2002
Norwest Bank 1993 - 1995
Bank of New York Mellon 1988 - 1993
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1981 — 1985
BA, Economics
James Dudich's Bank of New York Mellon Experience August 1998 - March 2002
Job Package Sorter / Saturday Air Driver at UPS
Industry Computer Hardware
Experience
UPS July 2006 - Present
Atlantic Health Systems August 2013 - February 2014
Philips Respironics March 2012 - March 2013
Infinity Computer Repair April 1997 - May 2012
Philips Consumer Lifestyle 2008 - 2009
Bank of New York Mellon August 1998 - March 2002
Skills
Process Improvement, Quality Assurance, Cross-functional Team..., Customer Service, Troubleshooting, Continuous Improvement, Microsoft Word, Medical Devices, PowerPoint, Microsoft Excel, Microsoft Office, Management, Marketing, Outlook, Forecasting, Product Development, Project Management, SAP, Manufacturing, Program Management, Lean Manufacturing, Purchasing, Product Management, Six Sigma, Leadership, Team Building, Supply Chain Management, Team Leadership, Pricing, Supply Chain, Strategic Planning, Training, Product Marketing
Education
DeVry University-Illinois 2003 — 2010
Bachelor of Science (B.S.), Business Information Systems
Bishop Ford 1981 — 1985
Diploma, Accounting
UPS July 2006 - Present
Atlantic Health Systems August 2013 - February 2014
Philips Respironics March 2012 - March 2013
Infinity Computer Repair April 1997 - May 2012
Philips Consumer Lifestyle 2008 - 2009
Bank of New York Mellon August 1998 - March 2002
Skills
Process Improvement, Quality Assurance, Cross-functional Team..., Customer Service, Troubleshooting, Continuous Improvement, Microsoft Word, Medical Devices, PowerPoint, Microsoft Excel, Microsoft Office, Management, Marketing, Outlook, Forecasting, Product Development, Project Management, SAP, Manufacturing, Program Management, Lean Manufacturing, Purchasing, Product Management, Six Sigma, Leadership, Team Building, Supply Chain Management, Team Leadership, Pricing, Supply Chain, Strategic Planning, Training, Product Marketing
Education
DeVry University-Illinois 2003 — 2010
Bachelor of Science (B.S.), Business Information Systems
Bishop Ford 1981 — 1985
Diploma, Accounting
douglas duerr's Bank of New York Mellon Experience 1985 - Present
Job Senior Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Managing Director - Complex Accounting and AdministrationThe Bank of New York Mellon1985 - Present
Bank of New York Mellon 1985 - Present
Education
Duquesne University 1984 — 1989
MBA, Finance
Indiana University of Pennsylvania 1978 — 1982
BA / BS, Finance / Economics
BNY Mellon Managing Director - Complex Accounting and AdministrationThe Bank of New York Mellon1985 - Present
Bank of New York Mellon 1985 - Present
Education
Duquesne University 1984 — 1989
MBA, Finance
Indiana University of Pennsylvania 1978 — 1982
BA / BS, Finance / Economics
Andrew Bonessa's Bank of New York Mellon Experience 2007 - 2007
Job World Wide Reseller Operations Supply Demand Manager at Apple
Industry Consumer Electronics
Experience
Apple July 2014 - Present
Amazon June 2013 - August 2013
Kantar Retail June 2011 - June 2012
Kantar Retail January 2009 - July 2011
Cannondale Associates August 2008 - August 2010
Bank of New York Mellon 2007 - 2007
Skills
Shopper Marketing, Category Management, Analytics, Promotions, Excel, Consumer Insights, Customer Insight, Retail
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Operations, Decision Sciences
Swarthmore College 2004 — 2008
BA, Economics, English Literature
University of Melbourne 2006 — 2006
BA, Commerce, English
Shady Side Academy 2000 — 2004
Apple July 2014 - Present
Amazon June 2013 - August 2013
Kantar Retail June 2011 - June 2012
Kantar Retail January 2009 - July 2011
Cannondale Associates August 2008 - August 2010
Bank of New York Mellon 2007 - 2007
Skills
Shopper Marketing, Category Management, Analytics, Promotions, Excel, Consumer Insights, Customer Insight, Retail
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Operations, Decision Sciences
Swarthmore College 2004 — 2008
BA, Economics, English Literature
University of Melbourne 2006 — 2006
BA, Commerce, English
Shady Side Academy 2000 — 2004
Desiree Peart's Bank of New York Mellon Experience December 2006 - February 2009
Job MBA
Industry Financial Services
Experience
Bank of New York Mellon December 2006 - February 2009
The Bank of New York Mellon Corporation December 2006 - February 2009
First Investor's Corporation April 2006 - October 2006
JPMorgan Chase August 1999 - June 2005
JP Morgan Chase Corporation August 1999 - June 2005
JPMorgan Chase February 1992 - August 1999
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Management
Dowling College
Masters, Business Administration in Banking and Finance
State University of New York
Bachelor of Science, Business Management
Bank of New York Mellon December 2006 - February 2009
The Bank of New York Mellon Corporation December 2006 - February 2009
First Investor's Corporation April 2006 - October 2006
JPMorgan Chase August 1999 - June 2005
JP Morgan Chase Corporation August 1999 - June 2005
JPMorgan Chase February 1992 - August 1999
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Management
Dowling College
Masters, Business Administration in Banking and Finance
State University of New York
Bachelor of Science, Business Management
Amy Kaminski's Bank of New York Mellon Experience September 1993 - May 2003
Job Branch Manager, Assistant Treasurer at Spencer Savings Bank
Industry Banking
Experience
Spencer Savings Bank October 2005 - Present
Interchange Bank May 2003 - October 2005
Bank of New York Mellon September 1993 - May 2003
National Community Bank March 1987 - September 1993
Skills
Banking, Commercial Banking, Loans, Retail Banking, Small Business Lending
Education
Dominican College of Blauvelt 1990 — 1994
BS, Accounting
Cardinal spellman HS
Spencer Savings Bank October 2005 - Present
Interchange Bank May 2003 - October 2005
Bank of New York Mellon September 1993 - May 2003
National Community Bank March 1987 - September 1993
Skills
Banking, Commercial Banking, Loans, Retail Banking, Small Business Lending
Education
Dominican College of Blauvelt 1990 — 1994
BS, Accounting
Cardinal spellman HS
Janlyn Fankulewski's Bank of New York Mellon Experience April 2010 - November 2011
Job VP, Management OfficeGlobal End User Productivity and End User Development at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Bank of New York Mellon April 2010 - November 2011
The Bank of New York Mellon January 2010 - May 2010
Macy's Central May 2008 - May 2009
Macy's Midwest August 2006 - May 2008
Skills
Finance, Forecasting, Financial Reporting, Management, Accounting, Business Analysis, Risk Management, Project Management
Education
Duquesne University
Masters, Education
Robert Morris University
Bachelor, Business
BNY Mellon August 2011 - Present
Bank of New York Mellon April 2010 - November 2011
The Bank of New York Mellon January 2010 - May 2010
Macy's Central May 2008 - May 2009
Macy's Midwest August 2006 - May 2008
Skills
Finance, Forecasting, Financial Reporting, Management, Accounting, Business Analysis, Risk Management, Project Management
Education
Duquesne University
Masters, Education
Robert Morris University
Bachelor, Business
Dale Kozek's Bank of New York Mellon Experience November 2013 - Present
Job IT Project Administrator at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon November 2013 - Present
ConsultUSA November 2012 - February 2013
TEKsystems April 2012 - September 2012
ConsultUSA September 2011 - March 2012
Sapphire Technologies December 2009 - October 2010
Bank of New York Mellon January 2006 - February 2009
Performance & Risk Analytics Services June 2002 - February 2009
GLAXOSMITHKLINE - CONSUMER HEALTHCARE January 1993 - January 2001
Skills
Project Planning, SDLC, Microsoft Office, MS Project, Visio, SharePoint, Training, Software Documentation, Team Leadership, Project Portfolio..., Project Management, Project Coordination, Requirements Gathering, Documentation, Quality Center, Security, PPM, Clarity, Budgets, Team Building, Microsoft Excel, Outlook, Time Management, Quality Assurance, PMO, Systems Analysis, Business Analysis, Change Management, Access, Management, Process Improvement, Requirements Analysis, Information Technology, Cross-functional Team...
Education
PMCenterUSA - SABA Virtual Training 2011 — 2012
Master's Certificate, Business Analysis
Community College of Allegheny County 2004 — 2005
Certificate, Network and Information Assurance
Robert Morris University 2002 — 2005
Master of Science, Information Systems Management
Robert Morris University 1999 — 2002
Bachelor of Science, Information Sciences - Network and Administration
Bank of New York Mellon November 2013 - Present
ConsultUSA November 2012 - February 2013
TEKsystems April 2012 - September 2012
ConsultUSA September 2011 - March 2012
Sapphire Technologies December 2009 - October 2010
Bank of New York Mellon January 2006 - February 2009
Performance & Risk Analytics Services June 2002 - February 2009
GLAXOSMITHKLINE - CONSUMER HEALTHCARE January 1993 - January 2001
Skills
Project Planning, SDLC, Microsoft Office, MS Project, Visio, SharePoint, Training, Software Documentation, Team Leadership, Project Portfolio..., Project Management, Project Coordination, Requirements Gathering, Documentation, Quality Center, Security, PPM, Clarity, Budgets, Team Building, Microsoft Excel, Outlook, Time Management, Quality Assurance, PMO, Systems Analysis, Business Analysis, Change Management, Access, Management, Process Improvement, Requirements Analysis, Information Technology, Cross-functional Team...
Education
PMCenterUSA - SABA Virtual Training 2011 — 2012
Master's Certificate, Business Analysis
Community College of Allegheny County 2004 — 2005
Certificate, Network and Information Assurance
Robert Morris University 2002 — 2005
Master of Science, Information Systems Management
Robert Morris University 1999 — 2002
Bachelor of Science, Information Sciences - Network and Administration
Alexis Farquharson's Bank of New York Mellon Experience February 2008 - Present
Job Auditor at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2011 - Present
Bank of New York Mellon February 2008 - Present
Skills
AML, Financial Services, Financial Risk, Banking, Risk Management, Operational Risk, Auditing, Data Analysis, Accounting
Education
Duquesne University 2006 — 2008
Master of Business Administration (M.B.A.), Forensic Accounting
Duquesne University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
BNY Mellon August 2011 - Present
Bank of New York Mellon February 2008 - Present
Skills
AML, Financial Services, Financial Risk, Banking, Risk Management, Operational Risk, Auditing, Data Analysis, Accounting
Education
Duquesne University 2006 — 2008
Master of Business Administration (M.B.A.), Forensic Accounting
Duquesne University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Richard (Ricardo) Torres's Bank of New York Mellon Experience 1999 - 2001
Job Fund Manager at Biscayne Americas Advisors
Industry Investment Management
Experience
BiscayneAmericas Fortaleza Fund, LP 2014 - Present
University of Miami October 2013 - Present
Switchboard, Inc. July 2015 - Present
Everest Capital 2004 - 2009
Royal Bank of Canada 2001 - 2003
Bank of New York Mellon 1999 - 2001
Skills
Emerging Markets, Portfolio Management, Investments, Trading, Commodity, Due Diligence, Hedge Funds, Global Macro, Asset Management, Equities, Alternative Investments, High Yield, Asset Allocation, Corporate Finance, Financial Modeling, Fixed Income, Valuation, Capital Markets, Investment Research, Bloomberg, New Business Development, Absolute Return, Spanish, Latin America, Financial Markets, Global Asset Management, Portuguese, Distressed Debt, Commodities, Capital Raising, Musical Theatre, Investment Banking, Bonds, Equity
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance / Investment Management
New York University 1994 — 1998
BA, Latin American Studies / International Business
Monroe Woodbury Senior High
Comprehensive Diploma with Honors - Pre-engineering
BiscayneAmericas Fortaleza Fund, LP 2014 - Present
University of Miami October 2013 - Present
Switchboard, Inc. July 2015 - Present
Everest Capital 2004 - 2009
Royal Bank of Canada 2001 - 2003
Bank of New York Mellon 1999 - 2001
Skills
Emerging Markets, Portfolio Management, Investments, Trading, Commodity, Due Diligence, Hedge Funds, Global Macro, Asset Management, Equities, Alternative Investments, High Yield, Asset Allocation, Corporate Finance, Financial Modeling, Fixed Income, Valuation, Capital Markets, Investment Research, Bloomberg, New Business Development, Absolute Return, Spanish, Latin America, Financial Markets, Global Asset Management, Portuguese, Distressed Debt, Commodities, Capital Raising, Musical Theatre, Investment Banking, Bonds, Equity
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance / Investment Management
New York University 1994 — 1998
BA, Latin American Studies / International Business
Monroe Woodbury Senior High
Comprehensive Diploma with Honors - Pre-engineering
Eliese Lissner's Bank of New York Mellon Experience May 2010 - August 2010
Job Marketing and Brand Strategist
Industry Marketing and Advertising
Experience
PNP Staffing Group May 2015 - Present
The Blue Card Inc. January 2011 - Present
Chelsea Piers September 2013 - May 2015
Major League Baseball June 2013 - August 2013
Octagon January 2013 - June 2013
New York Red Bulls January 2011 - May 2011
Bank of New York Mellon May 2010 - August 2010
Atlantic Records September 2009 - June 2010
Interscope Records May 2008 - September 2009
Skills
Event Planning, Event Management, Social Media, Facebook, Social Networking, Blogging, Marketing Strategy, Social Media Marketing, Publicity, Microsoft Office, Public Relations, Sponsorship, Fundraising, Sports Management, Photoshop, Digital Marketing, Twitter, WordPress, PowerPoint, CMS, Creative Writing, Marketing, Project Management
Education
New York University 2011 — 2013
MS, Marketing
Drew University 2007 — 2011
BA, Business and Communications
PNP Staffing Group May 2015 - Present
The Blue Card Inc. January 2011 - Present
Chelsea Piers September 2013 - May 2015
Major League Baseball June 2013 - August 2013
Octagon January 2013 - June 2013
New York Red Bulls January 2011 - May 2011
Bank of New York Mellon May 2010 - August 2010
Atlantic Records September 2009 - June 2010
Interscope Records May 2008 - September 2009
Skills
Event Planning, Event Management, Social Media, Facebook, Social Networking, Blogging, Marketing Strategy, Social Media Marketing, Publicity, Microsoft Office, Public Relations, Sponsorship, Fundraising, Sports Management, Photoshop, Digital Marketing, Twitter, WordPress, PowerPoint, CMS, Creative Writing, Marketing, Project Management
Education
New York University 2011 — 2013
MS, Marketing
Drew University 2007 — 2011
BA, Business and Communications
Michael Coster's Bank of New York Mellon Experience 1983 - 1988
Job Chief Executive Officer at Kimberlite Group, LLC
Industry Investment Banking
Experience
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
Harris Rosenheim's Bank of New York Mellon Experience June 2007 - August 2007
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
The Fenn School July 2013 - June 2015
The Fenn School September 2012 - June 2013
Harvard Business School April 2010 - August 2012
Connecticut College 2009 - 2012
Commonwealth Financial Group November 2009 - April 2010
Commonwealth Financial Group June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Fundraising, Volunteer Management, Alumni Relations, Annual Giving, Nonprofits, Program Development, Community Outreach, Research, Marketing, Strategic Planning, Data Analysis, Philanthropy, Event Planning, Higher Education, Stewardship, Public Speaking, Donor Solicitation, Marketing Communications
Education
Connecticut College 2005 — 2009
B.A., Economics
Wayland High School 2001 — 2005
The Fenn School 1997 — 2001
UBS June 2015 - Present
The Fenn School July 2013 - June 2015
The Fenn School September 2012 - June 2013
Harvard Business School April 2010 - August 2012
Connecticut College 2009 - 2012
Commonwealth Financial Group November 2009 - April 2010
Commonwealth Financial Group June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Fundraising, Volunteer Management, Alumni Relations, Annual Giving, Nonprofits, Program Development, Community Outreach, Research, Marketing, Strategic Planning, Data Analysis, Philanthropy, Event Planning, Higher Education, Stewardship, Public Speaking, Donor Solicitation, Marketing Communications
Education
Connecticut College 2005 — 2009
B.A., Economics
Wayland High School 2001 — 2005
The Fenn School 1997 — 2001
Joseph Bove's Bank of New York Mellon Experience 2009 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Bank of New York Mellon 2009 - Present
TCF Bank December 2005 - July 2009
ADP TotalSource March 2000 - December 2005
TICKETMASTER CORPORATION October 1993 - August 2000
LaSalle Bank December 1996 - March 2000
Skills
Employee Relations, Coaching, Recruiting
Education
DEPAUL UNIVERSITY
Bachelor of Arts (B.A.), Communications
DePaul University
DePaul University
Bachelor of Arts (B.A.), Communication, General
Bank of New York Mellon 2009 - Present
TCF Bank December 2005 - July 2009
ADP TotalSource March 2000 - December 2005
TICKETMASTER CORPORATION October 1993 - August 2000
LaSalle Bank December 1996 - March 2000
Skills
Employee Relations, Coaching, Recruiting
Education
DEPAUL UNIVERSITY
Bachelor of Arts (B.A.), Communications
DePaul University
DePaul University
Bachelor of Arts (B.A.), Communication, General
Colleen Krugh's Bank of New York Mellon Experience December 1996 - January 2009
Job Accounting Professional
Industry Financial Services
Experience
Bank of New York Mellon December 1996 - January 2009
Mellon Financial Corporation November 1976 - December 1986
Skills
Accounting, Financial Reporting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA, Accounting/Finance
Duquesne University 1970 — 1974
BA, Psychology
Bank of New York Mellon December 1996 - January 2009
Mellon Financial Corporation November 1976 - December 1986
Skills
Accounting, Financial Reporting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA, Accounting/Finance
Duquesne University 1970 — 1974
BA, Psychology
Yuan Gao's Bank of New York Mellon Experience August 2012 - Present
Job Investment Analyst Bank of New York Mellon
Industry Investment Management
Experience
Bank of New York Mellon August 2012 - Present
BMO Harris Investment Management September 2008 - February 2012
Bank of Montreal May 2008 - September 2008
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Client Relationship..., Private Wealth..., Equities, Microsoft Office, Thomson One, FMC, Morningstar, Portfolio Performance..., Technical Analysis, Momentum Trading, Hedge Funds, Alternative Investments, Fundamental Analysis, VBA, Microsoft Excel, Model Development, Capital Markets, Infrastructure, Real Estate, Private Equty, portfolio construction, Risk Analysis, Pension Funds
Education
Concordia University 2007 — 2010
Bachelor of Commerce, Finance
McGill University 2004 — 2007
Bachelor of Science, Physiology
CFA level 2 candidate
Canadian Securities Course
Bank of New York Mellon August 2012 - Present
BMO Harris Investment Management September 2008 - February 2012
Bank of Montreal May 2008 - September 2008
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Client Relationship..., Private Wealth..., Equities, Microsoft Office, Thomson One, FMC, Morningstar, Portfolio Performance..., Technical Analysis, Momentum Trading, Hedge Funds, Alternative Investments, Fundamental Analysis, VBA, Microsoft Excel, Model Development, Capital Markets, Infrastructure, Real Estate, Private Equty, portfolio construction, Risk Analysis, Pension Funds
Education
Concordia University 2007 — 2010
Bachelor of Commerce, Finance
McGill University 2004 — 2007
Bachelor of Science, Physiology
CFA level 2 candidate
Canadian Securities Course
Yvette Lapompe's Bank of New York Mellon Experience May 2007 - August 2007
Job Product Manager at AOL
Industry Marketing and Advertising
Experience
AOL August 2014 - Present
VivaKi May 2013 - August 2014
TripAdvisor July 2012 - May 2013
TripAdvisor July 2010 - June 2012
Cornell University October 2009 - October 2010
American Express January 2008 - January 2008
Bank of New York Mellon May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, HTML, Microsoft Word, CSS, Marketing, Leadership, PHP, Lotus Notes, Advertising, Database Administration, Spreadsheets, Web Site Production, Data Analysis, Analytics, SQL, Spanish, PowerPoint, CRM, Product Management
Education
Harvard University
Master's Degree, Business Administration and Management, Marketing
Cornell University 2006 — 2010
BA, Information Science
Cornell University, College of Arts and Science 2006 — 2010
Bachelor of Arts, Italian Studies
AOL August 2014 - Present
VivaKi May 2013 - August 2014
TripAdvisor July 2012 - May 2013
TripAdvisor July 2010 - June 2012
Cornell University October 2009 - October 2010
American Express January 2008 - January 2008
Bank of New York Mellon May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, HTML, Microsoft Word, CSS, Marketing, Leadership, PHP, Lotus Notes, Advertising, Database Administration, Spreadsheets, Web Site Production, Data Analysis, Analytics, SQL, Spanish, PowerPoint, CRM, Product Management
Education
Harvard University
Master's Degree, Business Administration and Management, Marketing
Cornell University 2006 — 2010
BA, Information Science
Cornell University, College of Arts and Science 2006 — 2010
Bachelor of Arts, Italian Studies
Caren Wasserman's Bank of New York Mellon Experience 2005 - 2007
Job Employee Benefits and Small Business Specialist
Industry Banking
Experience
LegalShield October 1998 - Present
Geller & Company 2010 - 2011
Bank of New York Mellon 2005 - 2007
ABN AMRO 1998 - 2002
The Dime Savings Bank of New York 1990 - 1998
Union Bank of Switzerland 1987 - 1990
Citibank 1986 - 1987
Arthur Andersen & Co 1983 - 1986
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategy, Finance, Analysis, Forecasting, Accounting, Banking, Team Building
Education
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA
Cornell University 1977 — 1981
BS
LegalShield October 1998 - Present
Geller & Company 2010 - 2011
Bank of New York Mellon 2005 - 2007
ABN AMRO 1998 - 2002
The Dime Savings Bank of New York 1990 - 1998
Union Bank of Switzerland 1987 - 1990
Citibank 1986 - 1987
Arthur Andersen & Co 1983 - 1986
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategy, Finance, Analysis, Forecasting, Accounting, Banking, Team Building
Education
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA
Cornell University 1977 — 1981
BS
Robert Bunn's Bank of New York Mellon Experience September 2005 - May 2011
Job Vice President: Corporate Consulting Group BNYMellon
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
Bank of New York Mellon September 2005 - May 2011
M-Squared Development July 2002 - August 2005
Federated Investors June 2001 - June 2002
Goldman Sachs June 2000 - August 2000
Skills
Business Strategy, Strategy, Business Process..., Project Management, Corporate Finance, Real Estate, Securities Lending, Trading, Sales Management, Sales
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2009
MBA, Strategy, Finance
Dartmouth College 1997 — 2001
BA, Government, English
Upper St Clair HS
Upper St Clair HS
BNY Mellon May 2011 - Present
Bank of New York Mellon September 2005 - May 2011
M-Squared Development July 2002 - August 2005
Federated Investors June 2001 - June 2002
Goldman Sachs June 2000 - August 2000
Skills
Business Strategy, Strategy, Business Process..., Project Management, Corporate Finance, Real Estate, Securities Lending, Trading, Sales Management, Sales
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2009
MBA, Strategy, Finance
Dartmouth College 1997 — 2001
BA, Government, English
Upper St Clair HS
Upper St Clair HS
Anne Marie Troiano's Bank of New York Mellon Experience September 2006 - October 2008
Job VP/Senior Fiduciary Specialist at BNY Mellon Wealth Management
Industry Law Practice
Experience
Cooley LLP November 2008 - April 2014
Bank of New York Mellon September 2006 - October 2008
Kronish Lieb Weiner and Hellman LLP September 1999 - August 2006
Skills
Estate Planning, Estate Administration, Trust Services, Trust Management, High Net Worth..., Trusts, Wills, Estate Tax Planning, Charitable Trusts, Asset Management, Financial Services, Wealth Management, Legal Writing, Securities, Legal Research, Equities
Education
Cornell University
St. John's University School of Law
Cooley LLP November 2008 - April 2014
Bank of New York Mellon September 2006 - October 2008
Kronish Lieb Weiner and Hellman LLP September 1999 - August 2006
Skills
Estate Planning, Estate Administration, Trust Services, Trust Management, High Net Worth..., Trusts, Wills, Estate Tax Planning, Charitable Trusts, Asset Management, Financial Services, Wealth Management, Legal Writing, Securities, Legal Research, Equities
Education
Cornell University
St. John's University School of Law
Christopher Galanowsky's Bank of New York Mellon Experience Financial Analyst InternUnited Parcel Service2006 - 2008
Job Account Analyst Global Securities Lending
Industry Financial Services
Experience
Bank of New York Mellon Financial Analyst InternUnited Parcel Service2006 - 2008
Education
Duquesne University 2004 — 2008
Bachelor of Science, Finance & Investment Management
Bank of New York Mellon Financial Analyst InternUnited Parcel Service2006 - 2008
Education
Duquesne University 2004 — 2008
Bachelor of Science, Finance & Investment Management
Gregory Testa's Bank of New York Mellon Experience December 1995 - September 2002
Job Systems Analyst II at Chesapeake Public Library
Industry Government Administration
Experience
Chesapeake Public Library March 2012 - Present
KMT Consutants August 2005 - Present
City of Chesapeake March 2008 - February 2012
PNC Financial Services Group January 2003 - August 2005
Chartiers-Houston School Board 1991 - 2003
Bank of New York Mellon December 1995 - September 2002
Skills
ASP.NET, C#, EGL, Rational Business..., Visual Studio, Entity Framework, ASP.NET MVC, DB2, SQL Server, SharePoint, PeopleSoft, Microsoft SQL Server, Cross-functional Team..., Web Project Management, Project Management, Application Architecture, Strategic Communications, Oracle, Business Intelligence
Education
Duquesne University 1993 — 1998
MBA, Information Technology/Finance
University of Pittsburgh 1983 — 1986
BS, Physics
Chesapeake Public Library March 2012 - Present
KMT Consutants August 2005 - Present
City of Chesapeake March 2008 - February 2012
PNC Financial Services Group January 2003 - August 2005
Chartiers-Houston School Board 1991 - 2003
Bank of New York Mellon December 1995 - September 2002
Skills
ASP.NET, C#, EGL, Rational Business..., Visual Studio, Entity Framework, ASP.NET MVC, DB2, SQL Server, SharePoint, PeopleSoft, Microsoft SQL Server, Cross-functional Team..., Web Project Management, Project Management, Application Architecture, Strategic Communications, Oracle, Business Intelligence
Education
Duquesne University 1993 — 1998
MBA, Information Technology/Finance
University of Pittsburgh 1983 — 1986
BS, Physics
Gerald Booker's Bank of New York Mellon Experience 2001 - 2009
Job Accounting Professional
Industry Accounting
Experience
JP Morgan Chase-Home Lending Division 2011 - Present
M. Lane & Associates 2010 - 2010
Accounting Principals 2010 - 2010
Bank of New York Mellon 2001 - 2009
Education
Dallas Baptist University 1997 — 1999
BBA, Business Administration/Accounting
JP Morgan Chase-Home Lending Division 2011 - Present
M. Lane & Associates 2010 - 2010
Accounting Principals 2010 - 2010
Bank of New York Mellon 2001 - 2009
Education
Dallas Baptist University 1997 — 1999
BBA, Business Administration/Accounting
Nathan Greiser's Bank of New York Mellon Experience June 2000 - January 2012
Job Investment Manager Services Supervisor at SEI
Industry Financial Services
Experience
SEI December 2011 - Present
Bank of New York Mellon June 2000 - January 2012
North American Drager June 1999 - January 2000
Skills
Accounting, Investments, Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Fixed Income, Equities, Financial Reporting, Hedge Funds, Account Reconciliation, Securities, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Management, Valuation, Swaps, Financial Modeling
Education
DeSales University 1996 — 2000
Accounting and Finance Dual Major
Upper Perkiomen High School 1992 — 1996
SEI December 2011 - Present
Bank of New York Mellon June 2000 - January 2012
North American Drager June 1999 - January 2000
Skills
Accounting, Investments, Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Fixed Income, Equities, Financial Reporting, Hedge Funds, Account Reconciliation, Securities, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Management, Valuation, Swaps, Financial Modeling
Education
DeSales University 1996 — 2000
Accounting and Finance Dual Major
Upper Perkiomen High School 1992 — 1996
Kevin Valdez's Bank of New York Mellon Experience August 2007 - March 2011
Job at Brandywine Global
Industry Financial Services
Experience
Brandywine Global Investment Management March 2011 - Present
Bank of New York Mellon August 2007 - March 2011
Skills
Bloomberg, Intex, Fixed Income, Securities, Financial Modeling, Data Analysis, Analytics, Equities
Education
Drexel University - College of Business and Administration 2000 — 2005
Bachelor's, Finance, International Business
Brandywine Global Investment Management March 2011 - Present
Bank of New York Mellon August 2007 - March 2011
Skills
Bloomberg, Intex, Fixed Income, Securities, Financial Modeling, Data Analysis, Analytics, Equities
Education
Drexel University - College of Business and Administration 2000 — 2005
Bachelor's, Finance, International Business
John Whitfield's Bank of New York Mellon Experience May 2008 - September 2010
Job Director, Engineering at Intent Media Inc.
Industry Financial Services
Experience
Intent Media Inc. October 2014 - Present
Intent Media Inc. July 2013 - September 2014
Intent Media Inc. 2010 - July 2013
Bank of New York Mellon May 2008 - September 2010
Travelocity March 2007 - June 2008
DeskNet Inc. 2000 - 2007
Education
Columbia University in the City of New York 1999 — 2000
Computer Science
Stony Brook University 1987 — 1989
Doctor of Musical Arts (DMA), Music Performance
Intent Media Inc. October 2014 - Present
Intent Media Inc. July 2013 - September 2014
Intent Media Inc. 2010 - July 2013
Bank of New York Mellon May 2008 - September 2010
Travelocity March 2007 - June 2008
DeskNet Inc. 2000 - 2007
Education
Columbia University in the City of New York 1999 — 2000
Computer Science
Stony Brook University 1987 — 1989
Doctor of Musical Arts (DMA), Music Performance
Cheniqua Rivera-Haman's Bank of New York Mellon Experience June 2013 - Present
Job Alternative Investments, Supervisor at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon June 2013 - Present
Wilmington Trust December 2006 - May 2013
M & T Bank December 2006 - May 2013
CBI Group March 2005 - December 2006
CBI Group January 2005 - January 2006
Verizon Wireless August 2001 - May 2005
Verizon Wireless January 2003 - January 2005
Verizon Wireless January 2001 - January 2003
Delaware State University January 1999 - January 2001
Skills
Human Resources, Loans, Credit, Personnel Management, Lotus Notes, Government, Process Scheduler, Mortgage Lending
Education
Wilmington University 2009 — 2011
Master of Public Administration (MPA)
Wilmington University 2009 — 2011
Master of Science, Public Administration
Delaware State University 1996 — 2001
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Delaware State University 1996 — 2001
Bachelor of Science, Business Administration; Finance and Operations Management
Bank of New York Mellon June 2013 - Present
Wilmington Trust December 2006 - May 2013
M & T Bank December 2006 - May 2013
CBI Group March 2005 - December 2006
CBI Group January 2005 - January 2006
Verizon Wireless August 2001 - May 2005
Verizon Wireless January 2003 - January 2005
Verizon Wireless January 2001 - January 2003
Delaware State University January 1999 - January 2001
Skills
Human Resources, Loans, Credit, Personnel Management, Lotus Notes, Government, Process Scheduler, Mortgage Lending
Education
Wilmington University 2009 — 2011
Master of Public Administration (MPA)
Wilmington University 2009 — 2011
Master of Science, Public Administration
Delaware State University 1996 — 2001
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Delaware State University 1996 — 2001
Bachelor of Science, Business Administration; Finance and Operations Management
Merlyn Vilma's Bank of New York Mellon Experience June 2009 - August 2010
Job
Industry Hospital & Health Care
Experience
AmeriCorps - Community Health Care Association of NYS (CHCANYS) June 2014 - March 2015
Best Buy January 2013 - June 2014
Brompton Heights Assisted Living Facility June 2012 - August 2012
University at Buffalo August 2011 - May 2012
University at Buffalo March 2011 - May 2012
Wellness Education Services August 2009 - May 2011
Bank of New York Mellon June 2009 - August 2010
Education
D'Youville College 2014 — 2015
Long Term Care Administration/Management
Long Island University-Rockland Campus 2012 — 2014
Master of Science (M.S.), Pharmaceutics
State University of New York at Buffalo 2008 — 2012
Bachelor of Arts (BA), Chemistry
AmeriCorps - Community Health Care Association of NYS (CHCANYS) June 2014 - March 2015
Best Buy January 2013 - June 2014
Brompton Heights Assisted Living Facility June 2012 - August 2012
University at Buffalo August 2011 - May 2012
University at Buffalo March 2011 - May 2012
Wellness Education Services August 2009 - May 2011
Bank of New York Mellon June 2009 - August 2010
Education
D'Youville College 2014 — 2015
Long Term Care Administration/Management
Long Island University-Rockland Campus 2012 — 2014
Master of Science (M.S.), Pharmaceutics
State University of New York at Buffalo 2008 — 2012
Bachelor of Arts (BA), Chemistry
Zhen Zhou's Bank of New York Mellon Experience June 2004 - September 2005
Job Principal Big Data Architect at HookLogic, Inc.
Industry Marketing and Advertising
Experience
HookLogic, Inc. December 2014 - Present
Bank of America December 2008 - November 2014
Merrill Lynch November 2006 - December 2008
Depository Trust & Clearing Corporation September 2005 - November 2006
Bank of New York Mellon June 2004 - September 2005
Miavita March 2004 - June 2004
Travel July 2003 - February 2004
Drexel University September 2002 - June 2003
Elemica March 2002 - September 2002
Drexel University September 2001 - March 2002
Skills
Big Data, Enterprise Architecture, Java, Fixed Income, Capital Markets, Unix, SDLC, Python, Hadoop, SQL, Equities, Trading Systems, Shell Scripting, Business Intelligence, Market Data, Cloud Computing, Vendor Management, Integration, Business Analysis, Analytics, Distributed Systems, SOA, Start-ups, Data Integration, IT Strategy, Disaster Recovery, Project Management, Puppet, Cryptography, Data Science, Machine Learning, Storm, Cassandra, HBase, Spark, Backbone.js, Node.js, Scala, Play Framework, Amazon Web Services..., Amazon VPC, Docker, Redis, AWS Kinesis, AWS Redshift, PostgreSQL, Clojure, Aerospike, Graphite, Maven
Education
Drexel University 1998 — 2003
Bachelor’s Degree, Information Systems and Technology
HookLogic, Inc. December 2014 - Present
Bank of America December 2008 - November 2014
Merrill Lynch November 2006 - December 2008
Depository Trust & Clearing Corporation September 2005 - November 2006
Bank of New York Mellon June 2004 - September 2005
Miavita March 2004 - June 2004
Travel July 2003 - February 2004
Drexel University September 2002 - June 2003
Elemica March 2002 - September 2002
Drexel University September 2001 - March 2002
Skills
Big Data, Enterprise Architecture, Java, Fixed Income, Capital Markets, Unix, SDLC, Python, Hadoop, SQL, Equities, Trading Systems, Shell Scripting, Business Intelligence, Market Data, Cloud Computing, Vendor Management, Integration, Business Analysis, Analytics, Distributed Systems, SOA, Start-ups, Data Integration, IT Strategy, Disaster Recovery, Project Management, Puppet, Cryptography, Data Science, Machine Learning, Storm, Cassandra, HBase, Spark, Backbone.js, Node.js, Scala, Play Framework, Amazon Web Services..., Amazon VPC, Docker, Redis, AWS Kinesis, AWS Redshift, PostgreSQL, Clojure, Aerospike, Graphite, Maven
Education
Drexel University 1998 — 2003
Bachelor’s Degree, Information Systems and Technology
Joseph Bonicky's Bank of New York Mellon Experience June 2009 - May 2012
Job Credit Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
Bank of New York Mellon June 2009 - May 2012
Bank of New York Mellon June 2007 - June 2009
PHH Arval August 2005 - June 2007
Mellon Financial May 2002 - August 2005
Mellon Financial May 2001 - May 2002
Skills
Microsoft Excel, Access, Credit Risk, Portfolio Management, Derivatives, Operational Risk, Global Custody, Foreign Exchange Risk..., Banking, Financial Analysis, Financial Modeling
Education
Duquesne University 2008 — 2011
Masters, MBA in Finance
La Roche College 1998 — 2000
Bachelors, Applied Mathematics
BNY Mellon May 2012 - Present
Bank of New York Mellon June 2009 - May 2012
Bank of New York Mellon June 2007 - June 2009
PHH Arval August 2005 - June 2007
Mellon Financial May 2002 - August 2005
Mellon Financial May 2001 - May 2002
Skills
Microsoft Excel, Access, Credit Risk, Portfolio Management, Derivatives, Operational Risk, Global Custody, Foreign Exchange Risk..., Banking, Financial Analysis, Financial Modeling
Education
Duquesne University 2008 — 2011
Masters, MBA in Finance
La Roche College 1998 — 2000
Bachelors, Applied Mathematics
Gregory M. Stanga's Bank of New York Mellon Experience July 2010 - June 2012
Job Credit Underwriter at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
BNY Mellon January 2014 - April 2015
BNY Mellon June 2012 - December 2013
Bank of New York Mellon July 2010 - June 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Risk Management, Analysis, Bloomberg
Education
Duquesne University
Master in Business Administration, Finance
Robert Morris University
Bachelor of Science in Business Administration, Finance
BNY Mellon April 2015 - Present
BNY Mellon January 2014 - April 2015
BNY Mellon June 2012 - December 2013
Bank of New York Mellon July 2010 - June 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Risk Management, Analysis, Bloomberg
Education
Duquesne University
Master in Business Administration, Finance
Robert Morris University
Bachelor of Science in Business Administration, Finance
Robin Delach's Bank of New York Mellon Experience May 2012 - June 2012
Job at
Industry Accounting
Experience
George Moving & Storage June 2012 - Present
Bank of New York Mellon May 2012 - June 2012
Skills
Accounting, Auditing, Financial Reporting, General Ledger, Microsoft Excel
Education
DeVry University-Illinois 2010 — 2011
Bachelor's of Technical Management, Accounting
George Moving & Storage June 2012 - Present
Bank of New York Mellon May 2012 - June 2012
Skills
Accounting, Auditing, Financial Reporting, General Ledger, Microsoft Excel
Education
DeVry University-Illinois 2010 — 2011
Bachelor's of Technical Management, Accounting
Rochelle Russell's Bank of New York Mellon Experience April 2012 - June 2013
Job Student at Robert Morris University
Industry Computer Software
Experience
SuperValu March 2014 - September 2014
Bank of New York Mellon April 2012 - June 2013
Adecco April 2011 - September 2011
UPMC February 2009 - December 2010
UPMC Health Plan October 2006 - February 2009
Bayer for Non Profit Management September 2008 - January 2009
Dish Network August 2002 - September 2006
Skills
Customer Service, SharePoint, Teamwork, Time Management, Office Administration, Data Entry, Microsoft Office, Project Management, Facebook, Microsoft Word, Vendor Management, Process Improvement, Outlook, Data Analysis, Quality Assurance
Education
Robert Morris University 2007 — 2013
Acquiring Degree, Computer Information Systems
Community College of Allegheny County 2000 — 2006
N/A
Cherokee High School 1997 — 1999
Diploma, Academics
SuperValu March 2014 - September 2014
Bank of New York Mellon April 2012 - June 2013
Adecco April 2011 - September 2011
UPMC February 2009 - December 2010
UPMC Health Plan October 2006 - February 2009
Bayer for Non Profit Management September 2008 - January 2009
Dish Network August 2002 - September 2006
Skills
Customer Service, SharePoint, Teamwork, Time Management, Office Administration, Data Entry, Microsoft Office, Project Management, Facebook, Microsoft Word, Vendor Management, Process Improvement, Outlook, Data Analysis, Quality Assurance
Education
Robert Morris University 2007 — 2013
Acquiring Degree, Computer Information Systems
Community College of Allegheny County 2000 — 2006
N/A
Cherokee High School 1997 — 1999
Diploma, Academics
Brian Canny's Bank of New York Mellon Experience July 2006 - Present
Job Pricing Specialist at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2006 - Present
Education
Duquesne University 2002 — 2006
BS, Leadership and Change Management
Bank of New York Mellon July 2006 - Present
Education
Duquesne University 2002 — 2006
BS, Leadership and Change Management
Fran Malatesta's Bank of New York Mellon Experience December 2008 - March 2012
Job Senior Relationship Manager at M & T Bank
Industry Financial Services
Experience
M & T Bank April 2015 - Present
BNY Mellon May 2012 - November 2014
Bank of New York Mellon December 2008 - March 2012
US Bank August 2004 - November 2008
Wachovia Bank January 1999 - July 2004
Skills
Customer Relations, Banking, Process Improvement, Client Relationship..., Compliance, Change Management, Team Leadership, Documentation, Project Planning, Financial Services, Management, Business Analysis, Equities, Software Documentation, Investments, Risk Management, Business Development, New Business Development, Sales, Customer Service, Cross-functional Team..., CRM, Financial Reporting, Securities, Project Management
Education
Drexel University - College of Business and Administration 1982 — 1988
Bachelor of Science (BS), Accounting
Drexel University 1981 — 1988
Bachelor's degree, Accounting
M & T Bank April 2015 - Present
BNY Mellon May 2012 - November 2014
Bank of New York Mellon December 2008 - March 2012
US Bank August 2004 - November 2008
Wachovia Bank January 1999 - July 2004
Skills
Customer Relations, Banking, Process Improvement, Client Relationship..., Compliance, Change Management, Team Leadership, Documentation, Project Planning, Financial Services, Management, Business Analysis, Equities, Software Documentation, Investments, Risk Management, Business Development, New Business Development, Sales, Customer Service, Cross-functional Team..., CRM, Financial Reporting, Securities, Project Management
Education
Drexel University - College of Business and Administration 1982 — 1988
Bachelor of Science (BS), Accounting
Drexel University 1981 — 1988
Bachelor's degree, Accounting
Morgan Finger's Bank of New York Mellon Experience May 2010 - August 2012
Job Financial Analyst
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
Bank of New York Mellon May 2010 - August 2012
Wilmington Trust October 2006 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Services, Banking, Microsoft Word, Customer Service, Outlook, Investments, Asset Management, Risk Management, Access, Research, Lotus Notes, Securities, Social Media, Financial Analysis
Education
Delaware State University 2001 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
JPMorgan Chase August 2012 - Present
Bank of New York Mellon May 2010 - August 2012
Wilmington Trust October 2006 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Services, Banking, Microsoft Word, Customer Service, Outlook, Investments, Asset Management, Risk Management, Access, Research, Lotus Notes, Securities, Social Media, Financial Analysis
Education
Delaware State University 2001 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Darnell Jackson's Bank of New York Mellon Experience March 2010 - July 2015
Job Project Development at URA
Industry Government Administration
Experience
Urban Redevelopment Authority of Pittsburgh July 2015 - Present
Bank of New York Mellon March 2010 - July 2015
Strategic Energy June 2005 - June 2007
Skills
Business Analysis, Financial Analysis, Sales Management, Investments, Investment Strategies, Portfolio Management, Investment Portfolio, Capital Budgeting, Market Research, Market Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Equities, Financial Services, Asset Management, Fixed Income, Analysis, Mutual Funds, Hedge Funds, Capital Markets, Finance, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2008
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1997 — 2002
Bachelor of Arts (B.A.), Economics
Community College of Allegheny County
Real estate sales person, Real Estate
Urban Redevelopment Authority of Pittsburgh July 2015 - Present
Bank of New York Mellon March 2010 - July 2015
Strategic Energy June 2005 - June 2007
Skills
Business Analysis, Financial Analysis, Sales Management, Investments, Investment Strategies, Portfolio Management, Investment Portfolio, Capital Budgeting, Market Research, Market Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Equities, Financial Services, Asset Management, Fixed Income, Analysis, Mutual Funds, Hedge Funds, Capital Markets, Finance, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2008
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1997 — 2002
Bachelor of Arts (B.A.), Economics
Community College of Allegheny County
Real estate sales person, Real Estate
Terry Bazemore's Bank of New York Mellon Experience October 2011 - June 2012
Job
Industry
Experience
Wells Fargo Auto January 2013 - February 2013
Bank Of New York Mellon October 2011 - June 2012
Wells Fargo Auto September 2006 - June 2010
Bank Of America March 2004 - September 2006
J.P. Morgan April 2000 - March 2004
Skills
Microsoft Word, Excels, MSPowerPoint, Management, Call Centers, Trainer Discover Card..., PNC Five Star Performer, PNC Perfect Attendance..., Discover Card/Discover...
Education
Peirce College 1977 — 1978
Not completed, Business Studies
Olney High 1974 — 1977
High School Diploma, General Studies, 12
Community College of Philadelphia
Wells Fargo Auto January 2013 - February 2013
Bank Of New York Mellon October 2011 - June 2012
Wells Fargo Auto September 2006 - June 2010
Bank Of America March 2004 - September 2006
J.P. Morgan April 2000 - March 2004
Skills
Microsoft Word, Excels, MSPowerPoint, Management, Call Centers, Trainer Discover Card..., PNC Five Star Performer, PNC Perfect Attendance..., Discover Card/Discover...
Education
Peirce College 1977 — 1978
Not completed, Business Studies
Olney High 1974 — 1977
High School Diploma, General Studies, 12
Community College of Philadelphia
Danny Baugh's Bank of New York Mellon Experience October 1986 - October 2009
Job
Industry Hospital & Health Care
Experience
Lowes Home Improvement April 2013 - Present
Bank of New York Mellon October 1986 - October 2009
American Cyanamid September 1982 - October 1986
Skills
Great communications..., Dedicated Professional, Customer Service, Computers, Help Desk Support, Printers, Tape Libraries
Education
DeVry University 2010 — 2014
Associate's degree, Health Information/Medical Records Technology/Technician, B
Computer Processing Institute 1983 — 1984
Certificate, Date Entry
Lowes Home Improvement April 2013 - Present
Bank of New York Mellon October 1986 - October 2009
American Cyanamid September 1982 - October 1986
Skills
Great communications..., Dedicated Professional, Customer Service, Computers, Help Desk Support, Printers, Tape Libraries
Education
DeVry University 2010 — 2014
Associate's degree, Health Information/Medical Records Technology/Technician, B
Computer Processing Institute 1983 — 1984
Certificate, Date Entry
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