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
PNC June 2014 - Present
Bank of New York Mellon July 2011 - June 2014
Duquesne University September 2011 - December 2011
BNY Mellon July 2008 - June 2011
Skills
Financial Accounting, Business Development, Trade Finance, Financial Modeling, Account Reconciliation, General Business..., Strategic Communications, Finance, Derivatives, Equities, Securities, Financial Services, Analysis, Investments
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Duquesne University 2009 — 2011
Master of Business Administration (MBA)
UBS Wealth Management June 2010 - Present
UBS Wealth Management April 2009 - June 2010
UBS Wealth Management June 2007 - April 2009
UBS Wealth Management June 2006 - June 2007
UBS Wealth Management October 2003 - June 2006
Bank of New York Mellon October 2000 - November 2003
Skills
Financial Services, Monthly Close, PeopleSoft, Budgets, Accounting, Account Reconciliation, Financial Analysis, Business Intelligence, Regulatory Guidelines, Regulatory Filings, Regulatory Analysis, Business Objects, Finance, Financial Reporting, Variance Analysis, Auditing, Banking, Payroll, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, PROFESSIONAL ACCOUNTING
Stony Brook University 1994 — 1998
BS, Business Mgmt. / Economics
Paige Premium Denim, LLC October 2014 - Present
Paige Denim July 2013 - October 2014
MIH Jeans July 2012 - June 2013
Nordstrom July 2008 - January 2012
Bank of New York Mellon June 2010 - August 2011
Skills
Organized Multi-tasker, Efficient, Highly Reliable, Self-driven, Highly Personable, Energetic, Highly Ambitious, Highly personable, Microsoft Excel, Social Media, Retail, PowerPoint, Online Advertising, Sales, Microsoft Office
Education
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Marketing, Overall GPA: 3.64; Major: 3.95
Fairfield University 2008 — 2012
Bachelor's degree, Marketing
BlackRock September 2012 - Present
Rosecliff Capital May 2012 - August 2012
OppenheimerFunds September 2010 - May 2012
S&P Capital IQ April 2009 - September 2010
Olympia Capital Markets Group June 2006 - May 2009
UBS Wealth Management December 2005 - June 2006
Bank of New York Mellon December 2004 - December 2005
Skills
Series 63, Series 7, Mutual Funds, ETFs, Equities, Series 24, Series 65, Equity Research, Financial Modeling, Investment Management, Investment Banking, Fixed Income, Investments, Structured Finance, Bloomberg, Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fairfield University 1999 — 2003
BA, Economics
Ramapo High School 1995 — 1999
Investment Banking Institute - NYC 2008 — 2009
IB Certificate, Investment Banking
Orrick, Herrington & Sutcliffe LLP January 2012 - Present
KRW Media July 2010 - Present
Eckert Seamans August 2011 - December 2011
Wascher & Rick, Attorneys at Law January 2010 - May 2011
Bank of New York Mellon September 2009 - January 2010
Law Offices of Terry L.M. Bashline (Liberty Mutual Field Office) May 2008 - January 2009
Chambers of Judge Nora Barry Fischer, Western District of Pennsylvania January 2008 - May 2008
Office of Senator Robert D. Robbins May 2005 - August 2006
Skills
Legal Research, Legal Writing, Criminal Law, Website Development, Web Design, Corporate Blogging, Westlaw, Litigation, Intellectual Property, Legal Marketing, Marketing Strategy, Online Advertising, SEO, Civil Litigation, Narration, Audio Post Production, Audio Engineering, Course Creation
Education
Duquesne University School of Law 2006 — 2009
Doctor of Law (J.D.), Law
Thiel College 2001 — 2005
B.A., Political Science
The Forbes Group of Companies August 2014 - Present
Bank of New York Mellon November 2010 - August 2014
JPMorgan Chase May 2006 - November 2010
Daimler Chrysler March 2002 - March 2006
AXA Investment Managers September 1999 - March 2002
Cambridge Technology Partners April 1999 - September 1999
Barclays October 1997 - April 1999
Allianz March 1996 - October 1997
Campbell and Company March 1994 - March 1996
PHH Corporation November 1992 - March 1994
Skills
Enterprise Architecture, PMO, Business Intelligence, Data Warehousing, ISO 27000, Infrastructure..., Risk Management, SDLC, IT Strategy, Portfolio Management, IT Management, Governance, Vendor Management, Financial Services, Business Analysis, CRM, Integration, Program Management, SharePoint, Strategy, Data Center, Business Process, Software Development, Management, Information Technology, Project Management, Consulting, Process Improvement, Business Process..., Client Relations, Lotus Domino
Education
Walsh College 2003 — 2005
Master of Business Administration (M.B.A.), Master Business Administration, Minor in Finance, 3.5
Excelsior College 1995 — 2001
Bachelor's Degree, General Studies, 3.5
BNY Mellon December 2014 - Present
BNY Mellon July 2013 - December 2014
Bank of New York Mellon February 2011 - July 2013
BNY Mellon November 2007 - February 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Securities, Equities, Fund Accounting, Trading, Microsoft Office, Customer Service, Alternative Investments, Settlement, Fixed Income, Team Building, Team Leadership, Training, Valuation, Customer Relations, Geneva, DTC, Asset Pricing, Global Custody, Securities Lending, Business Continuity..., InvestOne, Derivatives, Mutual Funds, Hedge Funds, Options, Financial Services, Asset Management, Financial Modeling, Investments, Management, Finance
Education
Florida Atlantic University 2004 — 2005
Bachelor of Business Administration, Management
Lynn University 2002 — 2004
Associates Degree and partial Business Administration, Management
Deutsche Bank July 2012 - Present
Bank of New York Mellon July 2010 - July 2012
the City of Lakeland January 2008 - July 2010
Skills
Lean Six Sigma, Project Management, Business Analysis, Human Resources..., MS Office Suite (Excel,..., Minitab, Sigma XL, HTML, Web design, Oracle PeopleSoft, Share Point, Personnel Management, Six Sigma, Human Resources, Strategic Planning, Business Development, Visio, Business Process..., Data Analysis, Change Management, Business Process..., Performance Management, PMO, Financial Services, Business Process Mapping, Business Transformation, Operational Excellence, Team Building, Analysis, PeopleSoft, Strategy, Leadership
Education
Deutsche Bank 2013 — 2013
Assistant Vice President Leadership Program, Organizational Leadership
Aveta Business Solutions 2009 — 2010
Certification, Lean Six Sigma Black Belt
BMGI 2009 — 2009
Lean Six Sigma Green Belt, Certification
Florida Southern College 2006 — 2009
MBA, Concentration in International Business
University of Potsdam/ Germany 2000 — 2005
Bachelor, Organizational Psychology
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
Personal Property Management 2004 - 2011
Bank of New York Mellon 2002 - 2004
United Trust Bank 1999 - 2002
Dime Private Banking 1997 - 1998
Education
Fairleigh Dickinson University
MBA, International Business and Finance
Wroxton College, Oxfordshire England
PNC Financial Services Group January 2015 - Present
Thermo Fisher Scientific April 2012 - October 2014
Bank of New York Mellon September 2010 - April 2012
US Steel December 2006 - September 2009
Skills
Procurement, Vendor Management, Contract Negotiation, Project Management, Data Analysis, Supply Chain Management, Software Asset..., Sustainability, IT Asset Management, Software Licensing, Software, Consulting, Strategy, Management, Enterprise Software, Leadership
Education
Duquesne University 2009 — 2010
MBA, Sustainability
Duquesne University 2004 — 2007
BS, Supply Chain Management, Information Systems Management
SEI January 2014 - Present
SEI Investments December 2010 - January 2014
SEI Investments September 2008 - December 2010
Bank of New York Mellon June 2006 - March 2008
Education
Fairfield University 2002 — 2006
BS, Finance
Avalon Advisors, LLC February 2014 - Present
Bank of New York Mellon January 2012 - February 2014
BNY Mellon January 2006 - December 2011
China Study Abroad Internship Program May 2005 - July 2005
Skills
Fund Accounting, Risk Management, Alternative Investments, Wealth Management, Corporate Actions, Financial Modeling, Fund Administration, Global Custody, Investment Banking, Business Analysis, Valuation, Bonds, Credit, Middle Office, Languages, Financial Reporting
Education
Florida International University 2011 — 2012
AML Certification, International Business/Trade/Commerce
University of St. Thomas (TX) 2005 — 2007
Master's degree, International Business
University of Houston-Downtown 2004 — 2005
Bachelor's degree, International Business
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
Crown Castle July 2014 - Present
BNYM Global Client Delivery August 2013 - July 2014
Bank of New York Mellon April 2010 - July 2014
Bank of New York Mellon September 2008 - April 2010
DMJ January 2008 - August 2008
Skills
Business Analysis, Visio, SharePoint, Project Management, Microsoft Office, User Acceptance Testing, PMP, Financial Analysis, SDLC, Process Improvement, Financial Reporting, Strategic Planning, Risk Management, Microsoft Excel
Education
Point Park University 2009 — 2011
M.A., Organizational Leadership
Elon University - Martha and Spencer Love School of Business 2004 — 2008
B.S., Finance, Economics, Accounting
Scholastic Book Fairs February 2014 - Present
Scholastic Book Fairs 2011 - February 2014
Scholastic Book Fairs 2008 - 2011
Bank of New York Mellon 2006 - 2008
PM Group 2005 - 2006
Skills
Pivot Tables, Accounting, Vlookup, Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, GAAP, Accruals, Financial Statements, Fixed Assets, Hyperion Enterprise, Internal Controls, Financial Accounting, Journal Entries, Revenue Recognition, Sarbanes-Oxley
Education
Florida State University - College of Business 2008 — 2010
MBA
University of Central Florida - College of Business Administration 2002 — 2006
BSBA, Accounting/Finance
Exit Platinum Realty August 2009 - Present
The RCG Companies June 2007 - Present
TOCAL Associates, LLC December 2005 - Present
YMWCA Of Newark & Vicinity 1998 - 2011
Sovereign Bank April 2003 - October 2005
Bank of New York Mellon 1998 - 2003
First Fidelity Bank 1990 - 1995
Skills
Loans, Real Estate, Selling, Underwriting, Real Estate Development, Mentoring, Real Estate Transactions, Loan Origination, Investments, Investment Properties, Mortgage Lending, Management Consulting, Banking, Portfolio Management, Finance, Insurance, Management, Sales, Property, Mortgage Banking, REO, Strategic Planning, Real Estate Economics, Financial Analysis, Budgets, Foreclosures, Sellers, Small Business, Commercial Banking, Leases, Negotiation, Asset Management, Consumer Lending, Short Sales, Funding, Business, Property Management, Due Diligence, Mergers & Acquisitions, Refinance, Investors, Strategic Financial..., Credit Risk, Real Property, Relocation, Residential Homes
Education
Seton Hall University 1971 — 1974
B.A., Liberal Arts
Essex County College 1968 — 1971
A.A., Business Management
EOHS '68 1964 — 1968
Elsevier July 2014 - Present
Frontline Medical Communications October 2012 - July 2014
Elsevier Science/ IMNG News Group June 2009 - October 2012
Pharmaceutical Media Inc October 2005 - May 2009
IEEE Specturm Advertising April 2003 - November 2005
Bank of New York Mellon April 2000 - March 2003
PC Help Services October 1999 - April 2000
Skills
Advertising, Trade Shows, Cold Calling, Account Management, New Business Development, Salesforce.com, Sales Management, Sales, B2B, Recruiting, Lead Generation, Online Advertising, Healthcare, Talent Acquisition, Sales Presentations, Customer Retention, Online Marketing, Marketing Strategy, Newsletters, Training, Contract Negotiation, Management, Project Management, Email Marketing, Solution Selling, Strategy, Sales Process, Selling, Social Media Marketing, Budgets, Publishing, Direct Marketing, Marketing, Leadership, Strategic Planning, Business Development, CRM, Strategic Partnerships, SEM, Team Building, Negotiation, Sales Operations, Advertising Sales, Marketing Communications, Digital Marketing, Customer Service, Direct Sales, Social Networking, Market Research, Digital Media
Education
Florida Atlantic University 1996 — 1999
BS, Business & Health Administration
Deloitte Consulting October 2011 - Present
Deloitte Consulting Innovation October 2013 - October 2014
Capgemini August 2010 - October 2011
Agile Equity LLC June 2009 - August 2009
Clinton Foundation February 2009 - May 2009
JPMorgan Chase & Co May 2005 - July 2008
Bank of New York Mellon September 2002 - April 2005
Thomson Reuters January 2001 - August 2002
Skills
Strategy, Analysis, Business Process, Management Consulting, Financial Services, Investment Banking, Finance, Business Process..., Program Management, Mergers & Acquisitions, IT Strategy, Risk Management, Business Transformation, Management, Start-up Consulting, Business Process..., Competitive Analysis, Valuation, Mergers, Project Management, Financial Analysis, Business Analysis, SDLC, Financial Modeling, Emerging Markets, Corporate Finance, Governance, Business Intelligence, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA
Emory University
BA
MD Solutions December 2008 - Present
Private Capital Management November 2004 - December 2008
Bank of New York Mellon April 2003 - October 2004
Skills
Investments, Equities, Account Reconciliation, Bloomberg, Operations Management, Securities, Fund Accounting, Financial Statements, Financial Analysis, Financial Reporting, Mutual Funds, Alternative Investments, Python, Visual Studio, Java
Education
Florida Southwestern State College 2014 — 2014
Computer Programming, A
Florida Gulf Coast University 2006 — 2008
MBA, Business
University of Central Florida 2001 — 2003
B.S., Accounting
Florida State University - College of Business 1998 — 2000
B.S., Finance
PIMCO March 2011 - Present
ING Investment Management June 2009 - March 2011
Goizueta Business School May 2008 - May 2009
Bank of New York Mellon April 2005 - May 2008
Standish Mellon Asset Management June 2003 - April 2005
Skills
Investments, Retirement, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Retirement Planning, Relationship Management, Equities, Trading, Institutional..., Finance, Series 7
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Finance, Strategy Consulting
Villanova University 1999 — 2003
BA (Cum Laude), Finance and Marketing
SunGard November 2013 - Present
Ernst & Young January 2011 - Present
Bank of New York Mellon September 2008 - December 2010
IBM Global Business Services January 2005 - June 2008
NorthStar Systems Int'l 2008 - 2008
BearingPoint 2000 - 2005
KPMG 2000 - 2001
Skills
Business Process..., InvestOne, Program Management, Business Requirements, Process Improvement, IBM Certified, Business Strategy, Business Analysis, Financial Modeling, Project Management, Financial Services, Strategy, Change Management, Asset Management, Management Consulting, Risk Management, Business Process, Outsourcing, Business Process..., Business Transformation, Enterprise Architecture, Performance Improvement, Banking, Due Diligence, CRM, Financial Risk, Finance, Internal Controls, Integration, Hedge Funds, Leadership, Governance, PMO
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance, Information Technology
Regis University
BA, History
Canterbury School
EnTech Engineering PC February 2013 - Present
GEB HiRise Engineers February 2011 - February 2013
U.S. Department of Commerce September 2010 - February 2011
Fordham University Global Healthcare Innovation Management Center September 2010 - January 2011
The United Nations Democracy Fund January 2010 - July 2010
Merrill Lynch September 2007 - July 2009
Bank of New York Mellon August 2006 - September 2007
New York City Council July 2001 - September 2005
Skills
Market Research, Analysis, Program Management, Research, Community Outreach, Public Policy, Public Speaking, Press Releases, Legal Writing, Finance, International Relations, Equities, Policy Analysis, Economics, International..., Economic Development, Financial Modeling, Marketing, Politics, Nonprofits
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance, Management
Peking University 2009 — 2009
Study Abroad
Fordham University 2000 — 2004
BA, International Political Economy
Bank of America March 2011 - Present
Bank of New York Mellon November 2009 - March 2011
Today Lending 2006 - 2009
Skills
Auditing, Risk Management, Mortgage Servicing, Mortgage Underwriting, Residential Mortgages, Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Customer Service
Education
East Central University
Oklahoma State University
Southeastern Oklahoma State University
FIU College of Law Carlos A. Costa Human Rights and Immigration Clinic January 2010 - May 2010
Criminal Conflict and Civil Regional Counsel for the Third Region of Florida October 2009 - November 2009
Lander & Goldman June 2009 - November 2009
Baker & Zimmerman, P.A. May 2009 - August 2009
Forum Publishing Group Inc March 2007 - July 2007
Bank of New York Mellon November 2004 - November 2006
Education
Florida International University - College of Law 2007 — 2010
Juris Doctor, Law
University of Florida 2000 — 2004
Bachelor of Science, Business Administration; Finance
Citi October 2011 - Present
Citi January 2009 - October 2011
Citi 2005 - 2008
Bank of New York Mellon 2003 - 2005
Skills
Banking, Business Analysis, Client Services, Process Improvement, Change Management, Business Requirements, Business Process..., Securities, Equities, Fixed Income, Strategic Planning, Customer Service, Risk Management, SDLC, Project Management, Vendor Management, Financial Services, Requirements Gathering, Training
Education
University of Central Florida - College of Business Administration 2000 — 2003
Bachelor's degree, Business Administration and Management, General
Flagler College 1999 — 2000
N/A
Bank of New York Mellon Assistant Treasurer, OperationsBank of New York Mellon1998 - Present
Mt Sinai Hospital 1992 - 1997
Skills
Banking, Treasury Management, Private Banking, FX Options, Financial Services, Cash Management, Vendor Management, ACH, IT Strategy, Payments, Disaster Recovery, Risk Management, Business Analysis, Investments, SDLC, Process Improvement, Commercial Banking, Fixed Income, Financial Risk, Equities, Derivatives, Securities
Education
Fordham University
Computer Science
La Casa de Don Fernando LLC January 2009 - Present
Fordham University 2010 - 2013
Bank of New York Mellon September 2005 - December 2008
2005-2008BANK OF NEW YORK MELLON September 2005 - November 2008
2005-2005 January 2005 - September 2005
New York Life January 2005 - August 2005
2004-2004TRI-STATE FINANCIAL SERVICES January 2004 - December 2004
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Due Diligence, Internal Audit, Analysis, Portfolio Management, Budgets, Financial Modeling, Financial Analysis, Accounting, Risk Management, Financial Accounting, Finance
Education
2010-2011FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS 2010 — 2011
MBA, Finance and Accounting Focus
Fordham University 2010 — 2011
BS, Business Administration
Fordham University - Graduate School of Business Administration 2010 — 2011
EMBA, Finance, Accounting
Fordham University 2005 — 2006
BS, Business
2009-2009PACE UNIVERSITYNew
SUNY Orange
KeyBank May 2015 - Present
KeyBank January 2011 - April 2015
Mark A. Kuzma, CPA September 2009 - December 2010
ConsultUSA February 2010 - June 2010
Bank of New York Mellon October 2007 - September 2009
Mellon Financial Corporation January 2000 - August 2007
Mellon Financial Corporation May 1995 - December 1999
Mellon Financial July 1991 - May 1995
Rockwell International August 1987 - June 1991
Rockwell International April 1985 - July 1987
Skills
Asset Management, Risk, Risk Management, Compliance, Internal Audit, Financial Analysis, Strategic Financial..., Financial Risk, Investments, Auditing, Portfolio Management, Banking, Internal Controls, Hedge Funds, Enterprise Risk..., Finance, Operational Risk, Accounting, Management, Investment Management, Credit, Financial Services, Capital Markets, Mergers & Acquisitions, Operational Risk..., Credit Risk, AML, Securities, Fixed Income, Mutual Funds, Investment Banking, Equities, Leadership, Financial Planning
Education
Duquesne University 1987 — 1994
MBA, FInance
Miami University 1976 — 1980
Bachelor of Science, Accounting, Economics, Finance
SunGard Financial Systems October 2014 - Present
Sky Treasury Solutions January 2013 - July 2014
Credit Agricole CIB August 2012 - December 2012
Bank of Ireland September 2008 - September 2011
Bank of New York Mellon May 2006 - September 2008
Abbey National Treasury Services September 2001 - May 2006
GE May 1996 - September 2001
Federal Reserve Bank of New York November 1991 - May 1996
Skills
Institutional Relations, Institutional Banking, Money Market, Capital Markets, FX Options, Bonds, Portfolio Management, Asset Managment, Securities, Banking, Risk Management, Financial Risk, Hedge Funds, Finance, Financial Services, Investments, Financial Markets, Operational Risk, Asset Management, Credit, Cash Management, Fixed Income, Trading, Treasury Management, Mutual Funds, Bloomberg, Equities, Treasury, Management
Education
Fairfield University 2014 — 2015
Certified Financial Planner
Fordham University 1994 — 1997
MBA, Finance
Quinnipiac University 1986 — 1991
bachelor, Economics
J.P. Morgan Private Bank January 2014 - Present
Horizon Kinetics LLC February 2010 - January 2014
Bank of New York Mellon June 2009 - February 2010
Bear Stearns Asset Management March 2007 - February 2009
Education
Emory University - Goizueta Business School 2001 — 2005
Point Management January 2015 - Present
IBM February 2005 - January 2015
IBM Global Business Services 2005 - January 2015
Morgan Stanley Smith Barney 2010 - 2010
IBM April 2008 - July 2009
Bank of New York Mellon 2008 - 2009
IBM December 2005 - December 2007
IBM August 2006 - December 2006
IBM April 2006 - August 2006
IBM May 2005 - April 2006
Skills
Business Transformation, Integration, Management Consulting, Analysis, Team Building, Testing, Investment Banking, Business Analysis, Business Process..., SDLC, Project Management, Outsourcing, Quality Assurance, User Acceptance Testing, Management, Cross-functional Team..., Business Process..., PMO, IT Strategy, Databases, Risk Management, CRM, Financial Services
Education
Fairleigh Dickinson University 1998 — 2002
MBA, Finance
NancyFoxProjects January 2013 - Present
Deutsche Bank October 1996 - December 2012
Wells Fargo (First Union National Bank) June 1994 - September 1996
Bank of New York Mellon 1980 - 1994
Skills
Banking, Investment Banking, Derivatives, Capital Markets, FX Options, Structured Finance, Trade Finance, Equities, SWIFT payments, Financial Services, Cash Management, Risk Management, Fixed Income, Corporate Finance, Treasury Management, Securities, Financial Markets, Emerging Markets, Financial Risk
Education
Saint Peter's University
MBA, Management Information Systems
Pace University
BPS, Business Administration, Management and Marketing
Corporate Coach University
Certificate of Completion - 70 hours of study, Business Coaching
Fashion Institute of Technology
AAS, Interior Design
New York Botanical Garden
2 Year Certificate Program, Landscape Design
PNC October 2014 - Present
PNC 2014 - December 2014
PNC April 2012 - January 2014
Bank of New York Mellon June 2011 - April 2012
BNY Mellon May 2009 - June 2011
Hayden Stone September 2008 - December 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Analysis, Internal Controls, Team Building, Corporate Finance, Finance, Process Improvement, Microsoft Excel, Data Analysis, Banking, Accounting, Microsoft Word, SharePoint, SQL, Risk Management
Education
Duquesne University 2013 — 2015
Master of Business Administration (MBA)
Duquesne University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Investment Management
UPS June 1987 - Present
Bank of New York Mellon June 1985 - June 1987
Education
Fairleigh Dickinson University 1997 — 2004
MBA
Stockton University 1980 — 1984
BS, MIS
BNY Mellon November 2008 - Present
Bank of New York Mellon December 2006 - August 2009
Mellon Financial Corporation February 2000 - December 2006
Skills
Project Management, Staff Development, Operations Management, Leadership, Process Improvement, Management, Change Management, Strategic Planning, Human Resources, Leadership Development, Business Analysis, Coaching, Business Process..., Customer Service, Budgets, Strategy, Integration, Mergers, Mergers & Acquisitions, Vendor Management, Financial Services
Education
Dale Carnegie Leadership Courses 2009 — 2009
Human Relations and Effective Communications
Duquesne University 2002 — 2003
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 1994 — 1996
Communications
Point Park University 1993 — 1993
Television Production
Duquesne University
MBA, Finance
Indiana University of Pennsylvania
BS, Business Administration Accounting
Villanova University
Six Sigma
Brown Brothers Harriman February 2011 - Present
AEGON October 2007 - December 2010
Bank of New York Mellon December 2002 - October 2007
Skills
Mutual Funds, Bloomberg, Financial Services, Fund Administration, Fund Accounting, Securities, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Investments, Derivatives, Financial Reporting, Valuation, Financial Analysis, Asset Allocation, Bloomberg Terminal, Series 7, Trading, Options, Swaps, Series 63, Accounting, Bonds, Corporate Actions, ETFs, FINRA, FX Options, Finance, Financial Markets, Financial Modeling, Fund Of Funds, Investment Management, Portfolio Management, Private Equity
Education
University of Phoenix 2004 — 2005
MBA, Accounting
Florida Agricultural and Mechanical University 1994 — 1999
Bachelors, Agri Business
Hewlett-Packard May 2015 - Present
Deutsche Bank NA 2006 - Present
Bank of New York Mellon June 2005 - May 2006
JPMorgan Chase May 2003 - December 2004
Lehman Brothers 1999 - 2002
Skills
BMC BladeLogic Server..., Virtualization, VMware ESX, Storage, VMware, Windows Server, Windows Server 2003, Windows Server 2008, SAN, Active Directory, HP, ITIL, Operating Systems, Data Center, Unix, SharePoint, Solaris, Windows, Blades, Linux, SLES, SUSE, Shell Scripting, Enterprise Architecture, VBScript, Business Continuity..., IT Management, Systems Engineering, System Deployment, Cloud Computing, VMware Infrastructure, Disaster Recovery, Security, NAS, High Availability, Cluster, AIX, Server Architecture, Storage Area Networks, IT Operations, Architecture, Business Continuity, Citrix, Solution Architecture, IT Service Management, Incident Management, Data Migration, IT Strategy, Red Hat Linux
Education
Fairleigh Dickinson University 1986 — 1991
BS, Engineering
LPL Financial 2010 - Present
Bank of New York Mellon 1997 - 2008
Federated Investors 1994 - 1997
KPMG Peat Marwick 1993 - 1994
Education
Florida Atlantic University
CPA 5th year requirement, Accounting
State College of Florida-Manatee-Sarasota
AA, Business Administration
University of Pittsburgh
BA, Economics
feng
Advisors Capital Management 2015 - Present
Estate Planning Council of Bergen County 2012 - Present
Tempewick Wealth Management March 2009 - March 2015
Citi May 2005 - October 2008
Bank of New York Mellon 2002 - 2005
JP Morgan Private Bank 1993 - 2002
Summit Trust Company September 1988 - February 1993
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Wealth Management..., Retirement, Securities, Retirement Planning, Investment Advisory, Wealth, Portfolio Management, Alternative Investments, Financial Planners, Financial Advisory, Financial Services, Estate Planning, Life Insurance, Irrevocable Life..., Long Term Care Insurance, Life Settlements, Financial Planning, Mergers & Acquisitions, High Net Worth...
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
James Madison University 1984 — 1988
B.A., Finance
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
KELLER WILLIAMS ELITE December 2013 - Present
Citi January 2005 - October 2013
CENTURY 21 APEX December 2003 - December 2004
Citi January 2000 - December 2002
Credit Suisse First Boston August 1999 - December 1999
Citibank February 1999 - June 1999
CROMWELL PARTNERS August 1997 - January 1999
American International Group September 1996 - August 1997
Bank of New York Mellon September 1995 - August 1996
Lehman Brothers April 1989 - May 1995
Skills
TSO, Microsoft Office, Visio, Testing, Business Analysis, Risk Management, SharePoint, MS Project, Management, Fixed Income, Databases, Process Improvement, PMO, Financial Services, Unix, SQL, Project Planning, COBOL, Business Requirements, Oracle, Project Management, Release Management, SDLC, Disaster Recovery, Options, Vendor Management, Quality Assurance, Windows, Test Planning, Change Management, Finance, User Acceptance Testing, Banking, Program Management, Trading, Information Technology, Back Office, Requirements Analysis, IT Strategy, Requirements Gathering, Portfolio Management, Software Project..., Project Portfolio..., Microsoft Project
Education
Fairfield University 1976 — 1981
BS, Business Management
Aximoa 2015 - Present
Pershing, a BNY Mellon company October 2012 - July 2015
BNY Mellon March 2008 - October 2012
Rollins College January 2011 - April 2011
Bank of New York Mellon March 2006 - March 2008
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Fixed Income, Equities, Hedge Funds, Bloomberg Terminal, Fund Accounting, Securities, Corporate Actions
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management
University of Central Florida 2003 — 2005
Bachelor’s Degree, Finance
Florida International University 2002 — 2003
Associate’s Degree
InterContinental Hotels Group (IHG) December 2014 - Present
InterContinental Hotels Group February 2014 - Present
Spectacled Marketer August 2013 - March 2014
Collabera July 2013 - February 2014
Procter & Gamble May 2012 - August 2012
New York Needs You 2011 - 2012
Bank of New York Mellon January 2011 - July 2011
Bank of New York Mellon July 2007 - January 2011
Bank of New York Mellon July 2006 - July 2007
Skills
Financial Analysis, Leadership, Strategy, Management, Marketing, Business Strategy, Team Building, Management Consulting, Analysis, Competitive Analysis, Sales, Financial Modeling
Education
Emory University - Goizueta Business School 2011 — 2013
MBA, Marketing and Strategy
Tel Aviv University
DBI-Doing Business In Israel, Entrepreneurship and Innovation
Pace University - Lubin School of Business 2003 — 2007
BBA, Double Major: Finance and Business Management Minor: Economics
INTL FCStone Inc. July 2013 - August 2015
Bank of New York Mellon February 2010 - July 2013
Edward Jones January 2009 - January 2010
East Coast Financial Solutions of CFL May 2007 - January 2009
Skills
Technical Analysis, FX trading, Hedge Funds, VBA, Stock Market, Interest Rate Swaps, Credit Derivatives, Hedge Accounting, Regression, Financial Economics, Applied Econometrics, Excel, Alternative Investments, Investment Strategies, Forwards, Futures, FX Options, Options, Securities, Investments, Regression Testing, Capital Markets, Trading Strategies, Equities, Equity Derivatives, Mutual Funds, ETFs, Derivatives, Foreign Exchange, Hedging, Asset Management, Bonds, Trading, Currency, Fixed Income, Econometrics, Microsoft Excel, Financial Markets, Equity Trading, Financial Services, Bloomberg, Stocks, Commodity, Portfolio Management, Swaps, Quantitative Analytics, Finance, Sales, Cold Calling, Strategic Financial...
Education
Florida State University 2005 — 2008
Bachelor of Science, Applied Economics
Bank of New York Mellon September 2006 - February 2015
Bank of NY Mellon 2001 - 2006
BNY Mellon September 1998 - 2001
ISSI Technology Professionals February 1996 - September 1998
Penn Traffic February 1995 - February 1996
Agway February 1991 - February 1995
Skills
Banking, Credit, Customer Service, Financial Analysis, Loans, Integration, Business Analysis, Process Improvement, Requirements Analysis, SDLC, Software Project..., Visio, PMP, Project Management, Software Development, Management, Requirements Gathering, Risk Management, Analysis, IT Management, Project Portfolio..., Enterprise Architecture, PMO, IT Strategy, Software Documentation, ITIL, SQL, Vendor Management, Databases, Disaster Recovery, Program Management, Cross-functional Team..., Business Requirements, Agile Methodologies, SharePoint, Testing, Information Technology, COBOL, Leadership, Business Process, Systems Analysis, Unix, Project Delivery
Education
East Carolina University 1983 — 1985
Bachelor of Applied Science (B.A.Sc.), Decision Science, 3.45
Lenoir Community College 1981 — 1983
Associate's degree, Electronic Data Processing, 3.9 on 4.0 scale
Staples Advantage August 2013 - Present
Thomson Reuters 2007 - 2013
Lipper, A Thomson Reuters Company 2008 - 2011
Thomson Reuters 2007 - 2008
Automatic Electro-Plating Corp. 2007 - 2007
Bank of New York Mellon 2003 - 2007
K2 Design 1996 - 2002
Timeplex Inc, Ascom Timeplex 1987 - 1996
Skills
Integrated..., Digital Marketing, Marketing Strategy, Integrated Marketing, Management, B2B Marketing, Cross-functional Team..., Marketing, Go-to-market Strategy, Lead Generation, Multi-channel Marketing, B2B, Leadership, Strategic Partnerships, Program Management, Financial Services, Analytics, Strategy, Marketing Communications, Product Management, Content Marketing, Product Marketing, Direct Marketing, Social Media Marketing, Strategic Planning, Salesforce.com, Public Relations, Customer Insight, Sales, Competitive Analysis, Team Leadership, Event Management, Project Management, Online Marketing, Brand Awareness, Email Marketing, Web Marketing, Digital Strategy, CRM
Education
Elizabethtown College
BA, Communication and Media Studies
Park Ridge, HS
Kraft Heinz Company February 2013 - Present
PNC Capital Markets, LLC September 2009 - February 2013
PNC Global Investment Servicing April 2008 - September 2009
Bank of New York Mellon August 2006 - April 2008
Skills
Account Reconciliation, Financial Reporting, Accounting, General Ledger, Cash Flow, Financial Statements, Budgets, Investments, Valuation, Credit Analysis, SAP, Financial Analysis, Banking, PeopleSoft, Accounts Receivable
Education
Duquesne University 2004 — 2006
Bachelor of Science in Business Administration, Finance
Deutsche Bank 2008 - September 2013
Morgan Stanley Smith Barney 2006 - 2008
Bank of New York Mellon 2004 - 2006
Bank of New York Mellon 2004 - 2006
Education
Fordham University
BS, Finance
Saint John's University
MBA, Finance
BNY Mellon December 2013 - Present
Bank of New York Mellon January 2011 - November 2013
Bank of New York Mellon September 2010 - December 2010
Snyder of Berlin January 2010 - September 2010
Ally Financial Inc. January 2009 - January 2010
UPMC St. Margaret May 2008 - December 2008
Advanced Communication & Education November 2004 - January 2008
Raritan Bay Federal Credit Union May 2003 - October 2004
Skills
SharePoint..., Microsoft Office, Payroll, Expenses, Supplies, Office Management, SharePoint, Project Management, Program Management, MS Project, Management, PowerPoint, Microsoft Excel, Software Documentation, Customer Service, Employee Training, Teamwork, Outlook, Risk Management, Event Planning, Microsoft Word, Project Coordination, Change Management, Meeting Planning, Event Management, Contract Negotiation, Process Improvement, Vendor Management, Project Planning
Education
US Event Guide 2007 — 2007
Certification, Wedding & Event Planning
Fashion Institute of Technology 2005 — 2006
Certificate, Fashion Event Planning
Middlesex County College 2002 — 2004
Business
The Cittone Institute (now called Lincoln Tech) 2000 — 2001
Technical Diploma, Software Applications Specialist
SWMHS
Eureka Communications July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
KELLER WILLIAMS June 2009 - December 2010
CBSACNY May 2007 - March 2010
Whole Nine Yards Events LLC July 2009 - 2010
Calyon September 2007 - June 2008
Bank of New York Mellon May 2006 - August 2006
Toyota January 2006 - April 2006
MSNBC.com July 2004 - September 2005
HBO February 2004 - July 2004
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance & Accounting
Fordham University 2005 — 2007
MBA, Finance & Professional Accounting
University of Utah 1994 — 1998
B.S., Mass Communications
McGovern & Amodio 2001 - Present
Westchester County Board of Legislators June 2005 - March 2010
Dime Savings Bank of New York FSB 1989 - 1997
Bank of New York Mellon 1982 - 1989
Skills
Commercial Litigation, Real Estate, Banking, Litigation, Public Speaking, Employment Law, Civil Litigation, Legal Research, Policy, Probate, Real Estate Transactions, Government, Foreclosures, Debt Collection, Politics, Public Policy, Legal Writing, Motions, Mediation, Trusts, Pleadings, Courts, Appeals, Trials, Management, Leadership, Due Diligence
Education
Pace University 1995 — 2001
MPA, Government
Pace University School of Law 1978 — 1981
JD
Fordham University 1974 — 1978
BA, Public Administration
Bank of New York Mellon April 2006 - March 2011
Duquesne University August 2005 - December 2005
Duquesne University August 2002 - December 2005
Permatech, Inc May 2004 - July 2004
Education
Duquesne University 2001 — 2005
Bachelor's, Management Information Systems
Bank of New York Mellon August 2014 - Present
TIAA-CREF June 1993 - January 2014
JP Morgan Chase June 1983 - May 1993
Skills
Finance, Management, Portfolio Management, Financial Analysis, Auditing, Investments, Leadership, Accounting, Process Improvement, Business Process, Analysis, Banking, Strategic Financial..., Risk Management, Financial Accounting, Financial Planning
Education
Iona College 1985 — 1989
MBA, Finance
Fordham University 1979 — 1983
BS, Accounting
Investment Banking Institute - NY
Financial Analysis and Modeling
Copper Mountain Resort October 2014 - Present
Exchange Ambulance of the Islips January 2014 - Present
Salesforce Marketing January 2014 - August 2014
BNY Mellon December 2012 - May 2013
Havas Media September 2011 - January 2012
Bank of New York Mellon June 2011 - August 2011
Bank of New York Mellon June 2010 - August 2010
TransAct Inc & Preventative HealthCare Solutions, LLC January 2010 - February 2010
Steiner Studios January 2009 - February 2009
Skills
Excel, Spanish, Microsoft Excel, Management, Leadership, PowerPoint, Microsoft Word, Accounting, Access, Editing, Photoshop, Program Management, Public Speaking, Photography, Entrepreneurship, Account Reconciliation, Financial Analysis, Microsoft Office, Creative Writing, Finance, Financial Modeling, Social Media, Customer Service, Social Media Marketing, Microsoft PowerPoint
Education
Endicott College 2008 — 2012
BA, Communications-Advertising
Endicott College 2008 — 2012
Bachelor's degree, Business/Corporate Communications
Universitat Autònoma de Barcelona
Bank of New York Mellon 1996 - Present
Discovery House 1994 - 1996
Pittsburgh Post-Gazette 1993 - 1995
Skills
Financial Services, Customer Service, Mutual Funds, Fund Administration, Banking, Bloomberg, Customer Retention, Asset Management, Relationship Management, Sales, Corporate Actions, Fixed Income, Equities, Middle Office
Education
Duquesne University 1989 — 1993
B.A., English
Blue Cross and Blue Shield of North Carolina August 2010 - June 2012
D & B Marketing Associates Inc. January 2006 - December 2009
JPMorgan Chase July 2003 - December 2005
JP Morgan January 2002 - June 2003
ePierce 2001 - 2003
Great American Insurance 1999 - 2001
Schering-Plough Pharmaceuticals 1997 - 1999
American Express 1988 - 1997
Bank of New York Mellon 1985 - 1986
Skills
Change Management, Product Management, Database Marketing, Business Strategy, Data Analysis, Consulting, Business Intelligence, CRM, Management Consulting, Strategic Planning, Business Analysis, Vendor Management, Outsourcing, Analytics, Start-ups, Management, Leadership, Strategy
Education
Fordham University 1981 — 1985
Finance & Statisics, Finance, Quantitative Methods, Economics
Topnotch Resort and Spa May 2012 - Present
Florida A&M University August 2009 - May 2012
Bank of New York Mellon June 2010 - August 2010
Skills
Inventory Management, Sports, Budgets, Event Planning, PowerPoint, Microsoft Office, Research, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Software Documentation, Event Management, Coaching, Social Networking
Education
Florida A&M University 2010 — 2012
Master's degree, Sport Management
Florida Agricultural and Mechanical University 2006 — 2010
Bachelor of Science (BS), Business Adminstration
Millward Brown November 2012 - Present
Millward Brown June 2010 - Present
Save the Children 2009 - 2009
Bank of New York Mellon 2008 - 2009
Skills
Copy Testing, Advertising Research, Quantitative Research, Marketing Research, Consumer Behaviour, Analytics, Questionnaire Design, Customer Insight, Qualitative Research
Education
Fairfield University 2006 — 2010
Bachelor of Science, International Business
Immaculate Heart AcademyWashington 2002 — 2006
National University of Ireland
Deloitte August 2014 - Present
Deloitte September 2012 - Present
Cablevision May 2012 - October 2012
Deloitte June 2011 - May 2012
Marks Paneth & Shron LLP February 2011 - May 2011
Crest Hollow Country Club May 2004 - September 2010
New York City Police Pension Fund May 2009 - July 2009
Bank of New York Mellon April 2008 - August 2008
Skills
Financial Analysis, Auditing, SEC filings, Accounting, Internal Audit, Financial Modeling, Financial Reporting, Financial Statements, Bloomberg Terminal, Financial Accounting
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master's degree, Taxation, 3.5
Fordham University 2007 — 2011
Bachelor of Science (BS), Public Accountancy
Plainedge High School
Educational Alliance 2015 - Present
Freelance Coaching/Recruitment Services 2009 - Present
FEGS 2010 - 2015
Bank of New York Mellon 2005 - 2009
Structured Employment Economic Development Corporation (SEEDCO) 2003 - 2005
Various Clients 2000 - 2003
Skills
Talent Acquisition, Interviews, Recruiting, Human Resources, Career Counseling, Sourcing, Interview Preparation, Screening Resumes, Training, Job Search, Onboarding, Resume Writing, Job Fairs, Benefits Negotiation, Strategy, Job Coaching, Personnel Management, Career Development, Mock Interviews, Internet Recruiting, Resume, Temporary Staffing, Coaching, Job Descriptions, Job Search Strategies, Workforce Development, Applicant Tracking..., Candidate Generation, Employee Referral..., Strategic Thinking, Workshop Facilitation, Interview Coaching, Executive Coaching, Advertising Sales, Staff Development, Workshops, Full-cycle Recruiting, Pipelines, Candidate Screening, Interviewing, Diversity Recruitment, Workshop Facilitator, Workshop Delivery, Candidate Selection, Talent Selection, Workshop Presenter, LinkedIn Training, phone interviewing, Logic Models, Data Mining
Education
Fairleigh Dickinson University
B.A.
Bank of New York Mellon May 2006 - July 2012
New York Mercantile Exchange February 2005 - March 2006
Northwestern Mutual April 2003 - December 2004
Skills
Banking, Portfolio Management, Financial Services, Investments, Risk Management, Relationship Management, Financial Analysis, Credit, Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, 3.95 GPA
Lafayette College 1997 — 2001
Bachelor's degree, Economics and English
Credit Suisse July 2012 - July 2013
Bank of New York Mellon 2007 - June 2012
Fannie Mae February 2006 - November 2006
BearingPoint Consulting 2003 - 2005
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
James Madison University 1998 — 2003
finance/CIS, business
Town of Wellfleet August 2014 - Present
Deutsche Bank Championship 2011 - Present
Town of Northfield May 2014 - August 2014
Town of Braintree September 2009 - May 2014
Bank of New York Mellon January 2006 - January 2009
Mellon Private Wealth Management June 2004 - December 2005
Bridgewater State College 2000 - 2004
Town of Braintree, Massachusetts 2000 - 2003
Computershare (formerly EquiServe) 1999 - 2000
Computershare (formerly EquiServe) 1997 - 1999
Skills
Budgets, Public Speaking, Operations Management, Microsoft Office, Policy, PowerPoint, Budgeting, Word, Excel
Education
Emerson College 1995 — 1998
MA
University of Massachusetts Boston 1988 — 1990
BA
Salem State University 1986 — 1988
BA
Steward Health Care September 2015 - Present
Bank of New York Mellon March 2008 - August 2015
State Street Corporation February 2005 - March 2008
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Accounting
Merrimack College 2001 — 2004
Bachelor's degree, Accounting
Lowe's Companies, Inc. February 2011 - Present
Lowe's Companies, Inc. September 2008 - February 2011
Lowe's Companies, Inc. September 2007 - September 2008
Bank of New York Mellon June 1999 - August 2007
Skills
Cash Management, Investments, Forecasting, Process Improvement, Account Reconciliation, Risk Management, Customer Service, Treasury Management, Budgets, Sarbanes-Oxley Act, Microsoft Office, Financial Risk, Management, Banking, Financial Analysis
Education
Duquesne University 2000 — 2003
MBA, Finance
Washington and Jefferson College 1995 — 1999
BA, Accounting
Ringgold High School 1991 — 1995
Bank of New York Mellon 2001 - Present
SEI INVESTMENTS July 2000 - August 2001
State Street November 1992 - August 2000
Skills
Alternative Investments, Mutual Funds, Financial Services, Fund Administration, Financial Reporting, Fixed Income, Hedge Funds, Securities, Derivatives, Bloomberg, Equities, Management, Fund Accounting, Financial Analysis, Valuation, Private Equity, Trading, Bonds, Back Office, Finance, Options, Relationship Management, Financial Risk, Corporate Actions, Global Custody, Business Analysis, Portfolio Management, Asset Management, CRM, Risk Management, Capital Markets, Banking, FX Options, Fund Of Funds, Investments, Middle Office, Investment Management, Prime Brokerage, Swaps, Investment Banking
Education
Florida Institute of Technology 1988 — 1992
Bachelor of Science Business Administration, Finance
BNY Mellon September 2014 - Present
Bank of New York Mellon April 2010 - August 2014
TD Wealth Manangement November 2003 - November 2009
Bank of New 1999 - 2003
Summit Bank January 1996 - January 1999
Mellon Bank 1994 - 1996
Mellon Bank 1993 - 1994
Mellon Bank 1991 - 1993
Mellon Bank 1990 - 1991
Connecticut Mutual Alliance 1990 - 1990
Skills
Mergers, Customer Relations, New Business Development, Due Diligence, Documentation, Excel, Microsoft Office, Banking, Risk Management, Compliance, Bonds
Education
Edinboro University of Pennsylvania
Bachelor of Science, Business Administration
Barclays Capital May 2007 - Present
JP Morgan Chase 2001 - 2007
Bankers Trust June 1998 - February 2001
Bank of New York Mellon 1993 - 1998
Skills
Equities, Strategic Planning, Capital Markets, Budgets, Finance, Management, Leadership, Series 7, Project Planning, Investment Banking, Due Diligence, Risk Management, CRM, Forecasting, Structured Finance, Fixed Income, Financial Analysis, Financial Modeling, Banking, Relationship Management
Education
Fordham University - Graduate School of Business Administration
MBA
Hofstra University
BBA Finance
Siena College
BNY Mellon February 2013 - Present
Bank of New York Mellon May 2011 - February 2013
Bank of New York Mellon May 2009 - May 2011
Bank of New York Mellon December 2006 - April 2009
Fort Washington Investment Advisors February 2005 - December 2006
Fort Washington Investment Advisors July 2003 - February 2005
Legend Financial Advisors 2000 - 2003
Education
Xavier University 2004 — 2006
MBA
Duquesne University 1997 — 2001
BSBA, Finance and Investment Management
North Allegheny
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2013 - May 2015
Bank of America Merrill Lynch February 2012 - October 2013
Bank of America Merrill Lynch July 2010 - February 2012
Fidelity Investments May 2008 - April 2010
Management Consulting Field Experience January 2009 - May 2009
Babson College January 2008 - May 2008
Bank of New York Mellon June 2007 - August 2007
Bank of New York Mellon January 2007 - January 2007
Skills
Bloomberg, Microsoft Office, Minitab, Peachtree, Capital IQ, Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Microsoft Excel, Economics, Market Research, Foreign Exchange, Macroeconomics, High Yield, Emerging Markets, Finance, Hedge Funds, Options, Trading, Analysis
Education
Babson College 2006 — 2010
Bachelor of Science in Business Management
ESADE Business School 2008 — 2008
Bachelor of Science (B.S.)
Bank of New York Mellon avppershing1995 - 2000
Education
Fordham Gabelli School of Business 2003 — 2004
BNY Mellon September 2012 - Present
Bank of New York Mellon July 2004 - September 2012
BNY Mellon July 1996 - July 2004
Skills
Alternative Investments, Banking, Bonds, Credit Analysis, Commercial Banking, Credit Risk, Equities, FX Options, Finance, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Banking, Management, Portfolio Management, Series 7, Trade Finance, Retail Banking, Trading
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), International Finance
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Marketing
Bank of New York Mellon April 2006 - Present
So Sai January 2005 - Present
Agape Temple of Faith, Inc. July 2004 - April 2006
Charles Schwab March 1999 - July 2004
Education
Florida Agricultural and Mechanical University 1990 — 1995
Edgewater High School 1987 — 1990
Morton Jr. High 1984 — 1986
Retired to Golf March 2013 - Present
LRA Consulting October 2011 - Present
Bank of New York Mellon 1981 - 2011
Irving Trust Company 1981 - 1989
Marine Midland Bank (HSBC) 1974 - 1981
Skills
Banking, SDLC, Payments, Cash Management, Vendor Management, Relationship Management, Operations Management, Project Management, Management, Mergers & Acquisitions, Program Management, Business Strategy, Product Management, Change Management, Risk Management, Cross-functional Team..., Leadership, Financial Services, Portfolio Management, Project Planning, Treasury Management, Integration, Lockbox, Software Project..., Budgets, Business Analysis, Project Portfolio..., AML, Disaster Recovery, Data Center, Project Coordination, IT Strategy, General Ledger, Team Management, Strategic Financial..., ACH, Accounts Payable, Accounts Receivable, IT Service Management, Virtualization, Item Processing, System Deployment, Project Implementation, Project Execution, Consolidation, Image Processing, Product Strategy, Image Exchange, Executive Management
Education
Felician College 2000 — 2002
BBA, Business, 3.78
Pace University - Lubin School of Business 1976 — 1979
Bank of New York Mellon 2003 - 2008
Mellon 1992 - 2008
Mellon Financial Corporation 1992 - 2003
Bank of America 1987 - 1992
Bankers Trust Company 1980 - 1987
Avon Products, Inc. 1973 - 1980
Education
Fordham Gabelli School of Business 1976 — 1979
M.B.A., International Operations
Manhattan College 1966 — 1970
B.A., Political Science
TrueBlue Inc. October 2014 - Present
TrueBlue Inc. March 2011 - Present
Russell Investments November 2007 - March 2011
BNY Mellon May 2002 - October 2007
Bank of New York Mellon 2006 - 2007
Mellon Analytical Solutions 2005 - 2007
Expedia 2001 - 2002
TRX 2000 - 2001
Eastern Washington University 1998 - 2000
Skills
Human Resources, Employee Benefits, Onboarding, Management, Deferred Compensation, HRIS, Benefits Administration, Employee Relations, Talent Acquisition, Coaching, Personnel Management, Recruiting, Change Management, Team Building, Third Party Vendor..., Contract Negotiation, Professional...
Education
Eastern Washington University 1998 — 2000
Bachelors, Human Resource Mgmt
Rogers High School 1992 — 1995
Bank of New York Mellon February 2008 - December 2009
Education
Florida Atlantic University 2000 — 2005
The Bank of New York Mellon Corporation Advisor Service Officermellon financial corporation1998 - 2008
bank of new york mellon 1998 - 2008
Education
Duquesne University 1993 — 1998
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
Neuberger Berman October 2014 - Present
Bank of New York Mellon 2005 - 2014
Credit Suisse 1998 - 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Financial Services, Equities, Fixed Income, Hedge Funds, Securities, Portfolio Management, Asset Management, Relationship Management, Investments, ETFs, Banking, Investment Management
Education
Fordham University - Graduate School of Business Administration
State University of New York at Buffalo
BA
Bank of New York Mellon Sr. ParalegalExxonMobil Research and Engineering CompanyOctober 1986 - August 2006
Education
Duquesne University
The Bank of New York Mellon August 2007 - Present
Bank of New York Mellon March 1999 - Present
Mellon Financial May 2001 - May 2004
PricewaterhouseCoopers March 1999 - April 2001
U.S. Can Company 1984 - 1997
Skills
Training, Process Improvement, Management, Sales, Vendor Management, Analysis, Employee Relations, Business Process, Human Resources, Financial Services, Team Building, Project Management, Employee Engagement, Project Planning, SDLC, PeopleSoft, Budgets
Education
Felician College 2007 — 2009
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship, 3.95 GPA
Montclair State University 2004 — 2007
BS, Business Management
PNC Financial Services April 2012 - June 2014
Independent Risk Management / Audit Professional January 2009 - April 2012
Consult USA, LLC March 2010 - March 2012
Bank of New York Mellon January 2006 - January 2009
Bank of New York Mellon 2009 - 2009
Mellon Financial Corp 2003 - 2005
Mellon Financial Corp. 2001 - 2003
Mellon Financial Corp 1996 - 2001
Swiss Bank Corporation 1989 - 1996
Prudential Bache 1987 - 1989
Skills
Internal Controls, Financial Analysis, Internal Audit, Business Continuity, Process Improvement, Auditing, Sarbanes-Oxley Act, Risk Management, Finance, Enterprise Risk..., Financial Services, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Risk
Education
Edinboro University of Pennsylvania
North Allegheny
North Allegheny
North Allegheny
North Allegheny
North Allegheny
Citi November 2014 - Present
Societe Generale September 2008 - November 2014
Bear Stearns 2003 - 2008
Merrill Lynch March 1998 - July 2003
Bank of New York Mellon June 1993 - March 1998
Skills
Fixed Income, Operational Risk, Capital Markets, AML, Derivatives, Investment Banking, Hedge Funds, Auditing, Equities, Risk Management, Operational Risk..., Financial Risk, Internal Audit, Market Risk, Securities
Education
Fordham University 1989 — 1993
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Scranton/Wilkes-Barre RailRiders 2015 - Present
GRIFFIN HAMERSKY P.C. July 2015 - August 2015
Fidelis Care March 2015 - June 2015
Bank of New York Mellon January 2015 - March 2015
Citi Habitats 2013 - 2015
The Law Offices of Tony Harwood 2014 - 2014
Philips Nizer LLP 2013 - 2013
The Port Authority of New York and New Jersey 2012 - 2013
Weichert Realtors 2012 - 2013
Tom Hesser Nissan 2010 - 2012
Skills
Legal Research, Legal Writing, Litigation, Customer Service, Westlaw, Document Review, Litigation Support, Legal Assistance, Microsoft Office, Intellectual Property, Courts, Real Estate, Personal Injury, Negotiation, Trials, Microsoft Excel, Employment Law, Product Liability, Research, Public Speaking, Fundraising, Contract Management, Adobe Acrobat, Spanish, Database Administration, Web Site Production, Accounting System, Assets Recovery, PACER, Immigration Law, Civil Litigation, Depositions, Government, Outlook, Corporate Law, Commercial Litigation, Bankruptcy, Mediation, Alternative Dispute..., Appeals, Criminal Law, Class Actions, Legal Issues, International Law, Dispute Resolution, Pleadings, CRM Databases, Archtics Ticketing..., Sales, Corporate Sales...
Education
Fordham University 2001 — 2005
Bachelor of Arts, Political Science and Spanish, 3.2 GPA
Universidad de Sevilla 2004 — 2004
Bachelor of Arts (B.A.), Political Science and Spanish
Scranton Preparatory School 1997 — 2001
Diploma, Political Science and Government, 3.5 GPA
Hurley Consulting Associates Ltd. PresidentCantwell & CompanyMay 1991 - Present
Credit Suisse First Boston May 1979 - May 1991
Bank of New York Mellon May 1972 - May 1979
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1972
MBA, Finance
Fordham University 1966 — 1970
BA, Economics
Fordham Preparatory School 1962 — 1966
High School
HedgeServ November 2011 - Present
Bank of New York Mellon November 2010 - November 2011
UBS Investment Bank January 2005 - December 2010
Celerity Technology Services April 2004 - January 2005
PAETEC July 2000 - May 2003
Choice One Communications January 1998 - July 2000
Skills
Penetration Testing, Metrics Analysis, Web Design, Information Security, Analysis, Risk Management, Networking, Vendor Management, Computer Forensics, Vulnerability Management, Disaster Recovery, Security, Computer Security, Application Security, Software Development, Risk Assessment, ITIL, Business Continuity, Security Architecture..., Information Security..., Databases, IT Audit, IT Strategy, Network Security, ISO 27001, Security Management, CISSP, Financial Risk, Information Technology, Vulnerability Assessment, Security Awareness, Security Audits, IT Risk Management, Management
Education
Fairfield University 2005 — 2008
MS, Software Engineering
Rochester Institute of Technology 1995 — 2004
BS, Computer and Software Engineering
Dreyfus Corporation August 2000 - Present
Bank of New York Mellon - Dreyfus 1987 - Present
Bank of New York Mellon 1987 - Present
Skills
Series 7, Financial Services, Mutual Funds, Negotiation, Strategy, Asset Management, Series 63, Sales, Portfolio Management, Investments, Securities, Wealth Management, Alternative Investments, Equities, Asset Allocation
Education
Fordham University 1982 — 1986
Bachelor of Science, Psychology
BNY Mellon December 2013 - Present
Bank of New York Mellon November 2008 - December 2013
Five Star Development January 2008 - May 2008
Songwhale 2008 - 2008
Skills
Adobe Creative Suite, User Experience, User Interface, Flash, CSS, HTML, Information Architecture, XML, Interaction Design, Dreamweaver, ActionScript, Web Design, Graphics, Multimedia Technology, Variable Data Printing
Education
Duquesne University 2006 — 2008
M.S, Multimedia Development
University of Madras 2000 — 2004
Masters, Computer Applications
ABS Partners Real Estate May 2013 - Present
CBRE April 2001 - April 2013
Bank of New York Mellon March 1998 - March 2001
Skills
Real Estate, Investment Properties, Real Estate Transactions, Investments, Asset Managment, Real Estate Development, Brokerage, Due Diligence, Leases, Valuation, Disposition, Real Estate Economics, Commercial Real Estate, Contract Negotiation, Property Management, Project Management, Tenant, Corporate Real Estate, Real Estate Financing, Sales, Negotiation, Landlords, Location Intelligence, New Business Development, Investors, Residential Homes, Acquisitions, Selling, Portfolio Management, Sellers, Condos, Apartments, Commercial Mortgages, Relocation, Mortgage Lending, Real Property, Rentals, Loans, Loan Origination, Financial Structuring, Finance, Refinance, Asset Management, Dispositions
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
University of Maryland College Park 1979 — 1982
BS, Business
Chemel Kornick & Co., LLC July 2014 - Present
Bank of New York Mellon 2008 - Present
Mellon Bank 1997 - 2008
Mellon Bank January 1990 - February 1997
Education
Duquesne University 1981 — 1985
B.S., Business
Bank of New York Mellon October 2005 - Present
Standard & Poor's April 2005 - October 2005
Garden City Group November 2003 - April 2005
Spring Global Mail April 2002 - November 2003
GTE 2000 - 2001
Skills
Market Data, Microsoft SQL Server, Business Analysis, VBA, SQL, Project Management, Banking, Microsoft Office, Software Project..., Sunguard, Data Modeling, Derivatives, MBA, Trade Capture, Bloomberg, Reuters, InvestOne, Process Improvement, Microsoft Excel, MS Project, Visio, Trading Systems
Education
Fordham University - Graduate School of Business Administration 2007 — 2011
MBA, Finance
University of Maryland College Park 1994 — 1999
BS, Electrical Engineering
Grandfather November 2006 - Present
Hartsko Financial Services LLC May 2011 - July 2011
GMAC Commercial Finance December 2007 - December 2008
Signature Bank May 2004 - November 2007
Fleet Bank January 2002 - April 2004
Bank of New York Mellon November 1991 - January 2002
Fleet Bank December 1989 - November 1991
Manufacturers and Traders Bank May 1988 - December 1989
Chemical Bank June 1986 - May 1988
Manufacturers Hanover Trust August 1968 - June 1986
Skills
Finance, Banking, Start-ups, New Business Development, Commercial Lending, Accounting, Sales, Portfolio Management, Loans, Credit
Education
University of Virginia Darden School of Business
TEP, Executive Business Decisions
Fordham Gabelli School of Business 1975 — 1977
MBA, Business
Florida State University - College of Business 1963 — 1967
BS, Marketing
KPMG US October 2015 - Present
KPMG LLP August 2009 - September 2015
Bank of New York Mellon October 2005 - May 2006
Depository Trust & Clearing Corporation July 1994 - January 2004
JPMorgan Chase & Co. January 1990 - July 1994
Salomon Brothers January 1985 - July 1990
Skills
Contract Negotiation, Financial Analysis, Accounting, Financial Reporting, Microsoft Word, Business Process..., Contract Management, Negotiation, Process Improvement, Microsoft Office, Internal Controls, Procurement, Project Management, Coaching, Finance, Vendor Management, Budgets, Microsoft Excel, Risk Management, Financial Services, Management, Banking, Business Development, Corporate Governance, Financial Accounting, Forecasting, Fraud, Investments, Policy, Risk Assessment, Strategy, Team Building, Real Estate, Team Leadership
Education
Western Governors University 2007 — 2013
MSSP, Special Education
Excelsior College 1990 — 1993
BA, Accounting/Business Management
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
Halliburton April 2013 - August 2015
Harvard Assets 2007 - November 2012
Bank of New York Mellon 2007 - 2007
Sterling International Commodities 2001 - 2007
United States Marine Corps 1995 - 1999
Skills
Credit, Financial Analysis, Loans, Finance, Accounting, Training, Equities, Management, Forecasting, Trading, Internal Audit, Account Reconciliation, Analysis, Auditing, Investments, Mergers, Leadership, Portfolio Management
Education
Florida Atlantic University 2003 — 2005
Bachelor's, Finance
Florida Atlantic University 2002 — 2005
Bachelor's degree, Finance
Upper St. Clair HS
Upper St. Clair HS
Upper St. Clair HS
Northwestern University July 2013 - Present
New York University May 2012 - July 2012
Columbia University September 2011 - March 2012
Vera Bradley April 2011 - August 2011
Arnold Worldwide June 2008 - November 2008
Bank of New York Mellon August 2006 - May 2008
Skills
Higher Education, Excel, PowerPoint, Bloomberg, Access, Data Analysis, Budgeting, Expenses
Education
Teachers College, Columbia University 2011 — 2012
Master of Arts, Higher Education
Emmanuel College 2001 — 2005
BA, Global Studies
Boston University, Study Abroad London
Economics and Political Science
MMC July 2003 - Present
Dresdner Kleinwort January 1998 - July 2003
Bank of New York Mellon June 1996 - January 1998
Skills
Sarbanes-Oxley Act, Microsoft Office, Securities, General Ledger, Accounting, Series 7, Strategic Financial...
Education
Fordham University 1992 — 1996
BS, Accounting
Pace University
MBA, Finance
Metropolitan Transit Authority November 2014 - Present
Bank of New York Mellon September 2013 - October 2014
Deustche Bank June 2013 - September 2013
AT&T June 2012 - May 2013
AARK Investments March 2012 - June 2012
The JK Group Inc. November 2011 - March 2012
Volvo Cars of North America Corp. January 2011 - October 2011
Barnes & Noble August 2003 - December 2010
CSC August 2002 - July 2003
Dun & Bradstreet April 1991 - July 2002
Skills
Cisco Technologies, Data Center, IT Operations, Active Directory, Disaster Recovery, SQL, ITIL, Windows Server, IT Management, Windows, Servers, Enterprise Architecture, TCP/IP, Integration, Agile Methodologies, Network Security, Firewalls, Visio, DNS
Education
Feati University
B.S.E.C.E., Electronics And Communication Engineer
Bank of New York Mellon Strategic PlannerBank of NY Mellon2009 - Present
Bank of NY 1988 - Present
BNY Mellon 1988 - Present
Irving Trust Company 1972 - 1988
Skills
SDLC, PMO, ITIL, Business Continuity, Banking, Disaster Recovery, Risk Management, Business Analysis, Program Management, IT Management, Project Management, Derivatives, Vendor Management, Integration, IT Strategy, PMP, Fixed Income, Asset Management, Capital Markets, Enterprise Architecture, Cash Management, Portfolio Management, COBOL, Collateral Management, Securities, Bloomberg, Financial Services, Requirements Analysis, Change Management, Equities, Mainframe, Corporate Trust, Data Center, Process Improvement, AML, Hedge Funds, Financial Risk, Trading Systems, DB2, Governance, Project Portfolio..., Strategy, Middle Office, Requirements Gathering, Outsourcing, Electronic Trading, Business Requirements, Project Delivery, Market Data, Relationship Management
Education
Fordham University
Bachelor of Science (B.Sc.)
Fordham University
Master of Business Administration (M.B.A.)
Stuyvesant High School
BN Capital LLC June 2012 - Present
North Fork Capital LLC 2009 - Present
Ramius Capital Group January 2002 - 2009
Aubrey G. Lanston & Co. 1990 - 1995
Bank of New York Mellon 1984 - 1990
Skills
Asset Allocation, Portfolio Management, Hedge Funds, Asset Management, Fund Of Funds, Alternative Investments, Investments, Credit, Financial Advisory, Fixed Income, Structured Finance, Capital Markets, Asset Managment, Business Development, Equities, Private Equity
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Providence College 1980 — 1984
BS, Finance
Ally Financial Inc. November 2011 - Present
Enterprise Engineering, Inc. January 2010 - October 2011
Bank of America -Columbia Management August 2007 - February 2009
OppenheimerFunds July 2005 - June 2007
Bank of America May 2002 - July 2005
Bank of New York Mellon September 2000 - May 2002
Merrill Lynch May 1991 - July 2000
Skills
Enterprise Software, Portfolio Management, Management, Financial Services, Vendor Management, SDLC, Business Analysis, Investments, Trading Systems, Oracle, Human Resources, Asset Managment, Trading, Asset Management, Executive Management, Enterprise Architecture, Program Management, Data Warehousing, Equities, Business Intelligence, IT Strategy, Risk Management, Application Security..., Application..., Web Application Design, Desktop Application..., Microsoft SQL Server
Education
Fairleigh Dickinson University 1985 — 1990
Bachelors of Science, Finance /Computer Science
Deutsche Bank July 2014 - Present
Deutsche Bank July 2009 - June 2014
Deutsche Bank May 2007 - June 2009
Fortress Investment Group April 2006 - May 2007
Bank of New York Mellon December 2002 - April 2006
Skills
High Yield, Credit, Fixed Income, Loans, Capital Markets, Series 7, Bloomberg, Bonds, Valuation, Structured Products, Credit Derivatives, Series 63, Derivatives, Hedge Funds
Education
Fairfield University 1999 — 2002
Business Management, Business
Bergen Catholic HS 1994 — 1998
Bank of New York Mellon December 2000 - June 2002
Data Base America April 1985 - December 2000
Education
Dutchess Community College 1962 — 1964
Associate
Bank of New York Mellon Financial AdvisorMerrill Lynch2005 - 2007
Morgan Stanley Dean Witter 1984 - 2003
Bankers Trust 1998 - 1998
Bankers Trust 1998 - 1998
Skills
Bonds, Asset Management, Hedge Funds, Bloomberg, Trading, Equities, Securities, Investments, Mutual Funds, Derivatives, Capital Markets, Fixed Income, Series 7, Financial Services, Series 63, Trading Systems, Financial Markets, Portfolio Management, Risk Management, Alternative Investments, Investment Banking, Wealth Management
Education
East Carolina University 1977 — 1981
BS
Westport Resources August 2013 - Present
Citi Private Bank February 2012 - August 2013
Galaxy Family Resources, LLC December 2008 - January 2012
GenSpring Family Offices 2006 - 2008
Bank of New York Mellon 1999 - 2006
Shawmut Bank January 1989 - April 1999
Barnett Bank 1984 - 1989
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Due Diligence, Insurance, Equities, Investment Banking, Private Equity, Fixed Income, Asset Management, High Net Worth..., Private Banking, Investments, Finance, Mutual Funds, Investment Strategies, Loans, Portfolio Management, Risk Management, Investment Management, Securities, Family Office, Strategic Financial..., Financial Services, Wealth Management...
Education
Fairfield University 1967 — 1971
B.S., Marketing
University of Oklahoma
Advanced degree in Commerical Banking
Bank of New York Mellon November 2006 - Present
Skills
Banking, Team Leadership, Finance, Risk Management, Investments, Financial Services, Financial Analysis, Management, Business Analysis, Hedge Funds, Fixed Income, Equities, Global Custody, Alternative Investments
Education
Fordham University 2002 — 2006
Finance
Eagle Rock October 2011 - Present
RGS Investments, LLC September 2009 - September 2011
Bank of New York Mellon April 2008 - November 2008
Geller & Company May 2007 - March 2008
Citi October 2006 - April 2007
Oritani Bank February 2006 - September 2006
Fitch Ratings September 2005 - February 2006
Citi April 2002 - August 2005
Eagle Rock January 2001 - February 2002
JPMorgan Chase May 1974 - August 2000
Skills
Account Reconciliation, Accounting, Portfolio Management, Data Analysis, Project Management, Managerial Finance, Financial Services, Financial Modeling, Risk Management
Education
Fairleigh Dickinson University 1968 — 1976
MBA, BS, Business- Accounting and Finance
UPMC March 2013 - Present
K&L Gates January 2012 - March 2013
PNC Wealth Management June 2009 - December 2011
Bank of New York Mellon August 2008 - July 2009
Duquesne University School of Law : Civil Rights Litigation Clinic January 2008 - June 2008
Duquesne University School of Law : Post-Conviction DNA Project January 2008 - June 2008
Lexington Law Firm - Office of Ed Kress, Esq. June 2007 - December 2007
Commonwealth of Pennsylvania May 2003 - November 2006
Skills
Risk Management, HIPAA, Legal Writing, Policy, Ethics, Management, Privacy Compliance, Leadership, Consulting, Corporate Law, Healthcare Industry, Legal Research, Mergers & Acquisitions, Due Diligence, FCPA, HITECH, Data Privacy, Healthcare Compliance, Contract Law, Regulatory Compliance, Conflict Of Interest, Internal & External..., Team Building, Corporate Governance, Public Speaking, Government
Education
Duquesne University School of Law 2005 — 2008
Juris Doctor, Law
Westminster College (PA) 2001 — 2005
B.A., Political Science and Marketing (Pre-Law Concentration)
Blackhawk High School
Bank of New York Mellon 2010 - Present
Citigroup 2009 - 2010
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Salomon Smith Barney 2003 - 2005
Salomon Smith Barney 1997 - 2003
Smith Barney Harris Upham 1991 - 1997
Shearson Lehman Brothers 1988 - 1991
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
Bachelors, Finance, Economics
Bank of New York Mellon November 2010 - Present
Bank of NY Mellon March 2009 - November 2010
Standish Mellon July 2008 - March 2009
Ariba, Inc December 2006 - January 2008
Citizens Financial Group July 2005 - December 2006
UPMC Health Systems October 2002 - May 2005
Coury Health Services, Inc August 2000 - April 2002
Mellon Financial Corporation January 1998 - August 2000
Bear Stearns August 1996 - December 1997
Morgan Stanley October 1995 - July 1996
Skills
Financial Analysis, Account Reconciliation, Accounting, Access, Accounts Receivable, Finance, Analysis, Financial Accounting, Banking, Bloomberg, Cash Management, Investments, PeopleSoft, Portfolio Management, Valuation
Education
Duquesne University
BS Degree; BA Degree, Accounting/Business Mgmt& Paralegal; Economics and Psychology
University of Pittsburgh
Bachelor's degree, Economics
BNY Mellon November 2012 - Present
Wal-Mart October 2008 - July 2012
Bank of New York Mellon March 1998 - October 2008
Skills
Business Analysis, SDLC, Oracle, COBOL, SQL, Visio, DB2, Mainframe, Easytrieve, JCL, Requirements Gathering, PeopleSoft, VBA, Oracle Hyperion Essbase, Oracle SQL, TSO, IBM Mainframe, Windows Server Skills
Education
International Academy of Design and Technology 1994 — 1996
Associate's Degree, Computer and Information Sciences and Support Services
Fairmont State University 1978 — 1980
Accounting and Related Services
QBE North America March 2011 - Present
Bank of New York Mellon August 2007 - March 2011
AEON May 2006 - June 2007
Paychex August 2004 - March 2006
Skills
Business Process..., Test Planning, Database Design, Quality Assurance, UAT coordination, Requirements Analysis, Requirements Gathering, Business Requirements, System Requirements, Project Management, Microsoft Excel, Microsoft Word, Visio, Data Analysis, Outlook, Lotus Notes, LAMP, Treasury, Fund Of Funds, User Guide Creation, Process Improvement, Training, Performance Metrics, Key Performance..., Team Building, Team Management, User Interface Design, Graphics, Interpersonal Skill, Team Leadership, Cross-functional Team..., Leadership, Operations Management, Management, Software Documentation, Analysis, Financial Analysis, Accounting, Integration, Risk Management, Vendor Management, Access, Financial Services, Banking, Business Analysis, Finance, Financial Risk
Education
Fordham Gabelli School of Business 2008 — 2010
Executive MBA, Global Management
Monash University 2000 — 2004
BA, Communications, English, Behavioural Studies
Ernst & Young May 2011 - Present
Bank of New York Mellon June 1987 - January 2010
Schenkers International October 1985 - June 1987
Irving Trust 1981 - 1985
Skills
Financial Analysis, Vendor Management, employee communications, Project Management, Employee Benefits, Management, Internal Communications, Leadership, Budgets, PeopleSoft, Mergers and Acquisitions, Human Resources, Forecasting, Employee Relations, Business Strategy, Performance Management, Benefits Administration, Process Improvement, Health Insurance, Life Insurance, Mergers & Acquisitions, Project Planning, Strategy
Education
Fordham Gabelli School of Business
MBA, Finance
Wellesley College
BA, Economics, French
Bank of New York Mellon February 2009 - Present
ARAMARK January 2007 - December 2008
Education
Emmanuel College 2003 — 2007
BA, Business Management
Faegre Baker Daniels LLP May 2014 - July 2014
Silverstein Properties June 2010 - November 2010
Bank of New York Mellon June 2008 - August 2008
Makai June 2007 - August 2007
Skills
Business Strategy, Business Development, Valuation, Marketing, Real Estate, Consulting, Public Speaking, Real Estate Development, Data Analysis, PowerPoint, Microsoft Excel, Research, Social Media
Education
University of Minnesota Law School 2013 — 2016
Juris Doctor Candidate 2016
Emory University - Goizueta Business School 2007 — 2011
BBA, Real Estate, Consulting
Emory University 2006 — 2011
BBA, Real Estate, Consulting
University of Southern California 2006 — 2007
BA, Undeclared
Vanguard September 2011 - Present
Bank of New York Mellon February 2006 - September 2011
Education
Elon University 2001 — 2005
BA, Psychology
Bank of New York Mellon December 1993 - June 2009
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics/ French
Bank of New York Mellon January 1997 - Present
Ascom Timeplex December 1986 - January 1997
Skills
Disaster Recovery
Education
Fairleigh Dickinson University 1982 — 1986
BSEE, Electrical Engineering
Rets Electronic School 1979 — 1981
Electronic Technician, Electronics
DTCC November 2010 - Present
Bank of New York Mellon July 2010 - September 2010
Skills
SAS, Options, Matlab, Market Research, Market Risk, Derivatives, Bloomberg, Quantitative Finance, Banking, Fixed Income, Interest Rate..., Basel II, Credit, Financial Modeling, VBA
Education
Fordham Gabelli School of Business 2009 — 2010
Master of Science, Quantitative Finance
Shanghai University
AARP August 2010 - Present
Just Harvest 2010 - 2012
Bank of New York Mellon April 1985 - November 2009
Skills
Agile Methodologies, Business Analysis, Management, Mergers, Tax, Tax Preparation
Education
Univerisity of Pittsburgh 1984 — 1985
Master of Science (M.S.), Information Science and Technology, University Scholar distinction
Pontifical College Josephium 1971 — 1975
Master's degree (M.A), Theology/Theological Studies
Duquesne University 1967 — 1971
Bachelor of Arts (B.A.), Philosophy
Bank of New York Mellon July 1990 - Present
Skills
Cash Management, Investments, Risk Management, Internal Audit, Financial Services, Banking, Sales, Portfolio Management, Business Analysis
Education
Edinboro University of Pennsylvania 1975 — 1979
BS Education, Speech and Hearing Pathology, Motor and Sensory Disorders
BKU University - BNY Mellon
JPMorgan Chase Bank N.A. February 2008 - Present
Citibank January 2007 - January 2008
Bank of New York Mellon October 2006 - January 2007
JPMorgan Chase Bank N.A. December 1993 - September 2006
Education
United States Army Command and General Staff College 1994 — 1996
Fordham University 1972 — 1976
BA, History
Bank of New York Mellon
Skills
Access, Spreadsheets, Outlook, Administrative..., Microsoft Word, Lotus Notes, Microsoft Excel, PowerPoint, PeopleSoft, Microsoft Office, Office Management, Visio, Banking, Office Administration, Administration
Education
Fordham University
Bachelor's Degree, Psychology and Philosophy
BNY Mellon June 2014 - April 2015
Bank of New York Mellon November 1987 - May 2014
Prudential Bache Securities June 1983 - November 1987
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Asset Managment, Accounting, Bloomberg, Hedge Funds, Investments, Equities, Asset Management, Auditing, Derivatives, Financial Reporting, Capital Markets, Relationship Management, Fund Administration, Fund Accounting, Financial Services, Financial Analysis, Middle Office, Management, Alternative Investments, Leadership, Financial Markets, Bonds
Education
Fordham Gabelli School of Business 1982 — 1985
Masters, Finance
Fordham University 1977 — 1981
Bachelor of Science, Psychology/ Math
Bank of New York Mellon July 2006 - September 2010
Goldman Sachs 2004 - 2005
State Street Corporation 2000 - 2004
U.S. Trust Company 1988 - 1999
Skills
Hedge Funds, Global Custody, Client Services, Mutual Funds, Cash Management, Settlements, Settlement, Prime Brokerage, Fixed Income, Fund Administration, Client Service, Asset Management, Equities, Securities, Corporate Actions, Investment Operations
Education
Fairleigh Dickinson University 1979 — 1983
B.S., Economics-Finance
Santander Bank, N.A. April 2013 - Present
State Street Bank September 2008 - January 2010
Bank of New York Mellon 2006 - 2008
State Street Bank 2001 - 2004
Skills
Relationship Management, Process Improvement, Mutual Funds, Banking, Risk Management, Financial Services, Access, Investments, Microsoft Office, Microsoft Excel, Asset Management, Insurance, Business Analysis, Customer Service, Leadership, Analysis, Finance, Fixed Income, Research, Management, Visio
Education
Emerson College 1994 — 1997
Journalism, English
Emerson College 1994 — 1997
BS Journalism, Journalism
StockCross November 2010 - Present
Bank of New York Mellon March 2010 - November 2010
Lehman Brothers May 1989 - March 2008
Skills
ADR Arbitrage, Equity Trading, Ordinary Share execution, FX trading, Series 7, Series 63, series 55, Trading, Equities, Bloomberg, Electronic Trading, FINRA, Portfolio Management, Securities, Proprietary Trading, Hedge Funds, FX Hedging, Trading Systems, Trading Strategies, Market Making, Spread Trading, ETFs, Fixed Income, Options, Algorithms
Education
Fordham University 1985 — 1989
BS, Finance
msgr farrell
Bank of New York Mellon June 2008 - Present
Skills
Accounting, Financial Analysis, Financial Reporting, Analysis, Account Management, Sarbanes-Oxley Act, Auditing, Customer Service, Market Research, PowerPoint, Management, Microsoft Word, Business Strategy, Microsoft Office, Microsoft Excel
Education
Elizabethtown College 2004 — 2008
BS, International Business
Huber Consulting April 2015 - Present
F.N.B. Corporation November 2014 - March 2015
Huber Consulting May 2014 - October 2014
BNY Mellon January 2010 - April 2014
Bank of New York Mellon July 2007 - January 2010
Mellon Bank April 1997 - July 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Financial Modeling, Account Reconciliation, Risk Management, Financial Services, Income Tax, Auditing, Sales Tax, Sales & Use Tax, Tax, Corporate Tax, Tax Advisory, Property Tax, Sarbanes-Oxley Act, State Tax, Management, Due Diligence, Mergers & Acquisitions, Accounts Payable, Sales and Use Tax...
Education
Widener University-Delaware Campus 1991 — 1993
Master of Laws (LL.M.), Corporate Law and FInance
Duquesne University School of Law 1983 — 1986
Doctor of Law (J.D.), Law
BNY Mellon July 2013 - Present
Bank of New York Mellon March 2011 - June 2013
Bechtel Plant Machinery, Inc. November 2006 - March 2011
Skills
SDLC, SQL, Software Project..., Requirements Gathering, Requirements Analysis, JavaScript, .NET, Business Analysis, AJAX, HTML, Integration, Process Improvement
Education
Robert Morris University 2008 — 2009
M.S. Internet Information Systems, Information Technology
Edinboro University of Pennsylvania 2002 — 2006
B.S. Management Information Systems, Computer Science, Business
Tradeweb October 2009 - May 2011
Bank of New York Mellon November 2006 - October 2009
Bank of New York Mellon May 2001 - November 2006
eSpeed September 1999 - January 2001
Cantor Fitzgerald July 1999 - January 2001
Greenwich Capital Markets April 1992 - July 1999
Coopers & Lybrand July 1979 - April 1992
Education
Fairfield University 1975 — 1979
BS Accounting, Accounting, Finance, Computer Science
Bank of New York Mellon August 2010 - Present
Fiserv Lending Solutions May 2004 - May 2008
BNY Mellon May 2004 - May 2008
Education
Edinboro University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bank of New York Mellon July 2008 - Present
Mellon Financial April 1994 - June 2008
The Dreyfus Corporation October 1986 - March 1994
Skills
Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Management, Strategic Financial..., Variance Analysis
Education
Fordham University 1995 — 1998
MBA, Finance
Long Island University, Brooklyn Campus 1992 — 1994
BS, Accounting
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Science (BS), Management / Marketing
Xaverian HS 1978 — 1982
Brevard Health Alliance, Inc. May 2013 - Present
Nail Spa February 2009 - Present
Bank of New York Mellon May 2012 - August 2012
M.S.S. Staffing/M.C. Assembly September 2008 - February 2009
Skills
Financial Accounting, Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, Microsoft Office, Microsoft Excel, Accounts Payable, Auditing, Internal Controls, Customer Service, Microsoft Word, PowerPoint, Budgets, Tax Accounting, Business Strategy, Business Analysis, Cost Accounting
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Brevard Community College 2009 — 2011
Associate of Arts (AA), Accounting
Bank of New York Mellon December 2007 - Present
Citywide Technologies April 2004 - December 2007
Hayward Industrial Products May 1997 - April 2004
Skills
Active Directory, Disaster Recovery, Windows Server, ITIL, VMware, Windows 7, Microsoft Exchange, Lotus Notes, SharePoint, Visio, IT Management, Citrix, Windows XP, Servers
Education
Essex County College 1999 — 1999
Computer Science
National Education Center 1989 — 1991
Associate's degree, Electrical and Electronics Engineering
John F. Hayter, Attorney at Law, P.A. August 2011 - Present
Bank of New York Mellon August 2007 - May 2008
AIM Healthcare January 2006 - August 2007
Skills
Courts, Appeals, Commercial Litigation
Education
Florida Coastal School of Law 2008 — 2011
Juris Doctor
Georgia Southern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance
P.K. Yonge 1996 — 2000
High School