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
Morgan Stanley December 2014 - Present
BNY Mellon January 2014 - December 2014
Wipro Technologies December 2011 - December 2013
Bank of New York Mellon June 2008 - July 2011
Headstrong October 2006 - May 2007
Infosys November 2003 - September 2006
Hindal August 2002 - October 2003
Education
Indian School of Mines 1998 — 2002
Bachelor of Technology, Mechanical Engg.
St. Paul School, Kota (Rajasthan), India 1996 — 1997
Senior Secondary, Science, Maths
St. Anselms School, Ajmer (Rajasthan), India 1995 — 1997
Higher Secondary
BKM Marketing Associates, Inc. 2002 - Present
Protocol Marketing 2001 - 2002
EMI Strategic Marketing 1996 - 2001
PNC Bank, New England 1993 - 1996
The Massachusetts Company (subs. of The Travelers) 1989 - 1993
Bank of New York Mellon July 1987 - July 1989
Procter & Gamble 1983 - 1985
Skills
Demand Generation, Online Marketing, Marketing, Lead Generation, Interactive Marketing, Digital Strategy, Integrated Marketing, Direct Marketing, Direct Mail, Email Marketing, Database Marketing, Strategic Partnerships, B2C, Customer Acquisition, Marketing Communications, B2B, Social Media Marketing, Brand Loyalty, Digital Marketing, Multi-channel Marketing, Online Advertising, Marketing Strategy, B2B Marketing, Advertising, Segmentation, Media Planning, Mergers & Acquisitions, Mobile Marketing, Web Marketing, Brand Development, Analytics, Strategy, Management, Marketing Management, Relationship Marketing, Corporate Branding, SEM, Campaign Management, PPC, Web Analytics, Content Marketing, Marketing Automation, Market Planning
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Marketing, Finance, Strategy
Harvard University 1979 — 1983
BA, Economics
Cross Country Consulting August 2014 - Present
Various January 2010 - Present
ABN Amro September 2006 - December 2009
Bank of New York Mellon July 2006 - September 2006
Jones the Grocer October 2005 - May 2006
The Brooklyn Group August 2005 - May 2006
JPMorgan March 2004 - June 2005
Skills
Financial Reporting, Budgets, Cash Flow, Business Strategy, Managerial Finance, Valuation, Analysis, Mergers, Financial Services, Portfolio Management, Pricing, Financial Modeling, Retail, Negotiation, Financial Analysis, Corporate Finance, Leadership, Banking, Start-ups, Forecasting
Education
Imperial College London 2008 — 2009
MBA, Management
Macquarie University 1996 — 2006
BA, Statistics, Business Law
Bank of New York Mellon June 2011 - June 2012
OfficeTeam January 2011 - May 2011
Wenturine Bros. Lumber, Inc. January 2008 - January 2011
Skills
Advertising, Management, Mac, Sales, Marketing, Payroll, Accounts Payable, Accounts Receivable, Microsoft Office, QuickBooks, Adobe Creative Suite, Photography
Education
Indiana University of Pennsylvania 2004 — 2009
Bachelor's Degree, Marketing
University of Westminster 2009 — 2009
Study Abroad in London, England, Photography
KPMG US October 2013 - Present
KPMG November 2010 - September 2013
UBS November 2006 - November 2010
Bank of New York Mellon February 2005 - November 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Accounting, Risk Management, Financial Reporting, Financial Modeling, IT Audit, Financial Accounting, Enterprise Risk..., Internal Audit, US GAAP, Financial Risk, IFRS, Assurance, Sarbanes-Oxley, SEC filings, External Audit, Due Diligence, Corporate Finance, Financial Statements, Big 4
Education
Hofstra University
BBA, Finance
Jones International University
Master of Business Administration (MBA), Accounting
Bank of New York Mellon August 2010 - Present
Gain Capital April 2006 - August 2010
Edward Jones July 2005 - May 2006
Education
University of Michigan 2003 — 2005
Bachelor of Arts, Economics, Communications (Speech)
Hillsdale College 2002 — 2003
--, Biology, Chemistry, Mathematics
Bank of New York Mellon July 2009 - Present
BNY Mellon December 2007 - July 2009
Skills
Financial Analysis, Financial Services, Securities, Banking, Finance, Bloomberg, Collateral Debt...
Education
Indiana University of Pennsylvania 2006 — 2007
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Bloomberg LP January 2012 - Present
4086 Advisors May 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Ranbaxy June 2008 - August 2008
Education
Indiana University - Kelley School of Business
B.S
Bank Of New York Mellon January 2014 - Present
Education
B.E Computer Science and Engineering 1990 — 1994
Gulbarga University 1990 — 1994
Bachelor of Engineering (B.E.)
BNY Mellon November 1994 - Present
Bank of New York Mellon 1994 - Present
Grumman Data Systems 1986 - 1994
Metropolitan Life 1982 - 1986
Skills
Securities, Derivatives, Fixed Income, Microsoft Excel, DB2, Business Analysis, Microsoft SQL Server, Fund Accounting, Financial Services, Equities, Banking, Portfolio Management, Business Continuity, Global Custody, SDLC, Microsoft Word, COBOL, Mainframe, CICS, JCL, Information Security, SQL, Middle Office, Financial Reporting, XML, ETFs, Hedge Funds, Bloomberg, Alternative Investments, IT Risk Management, Asset Management, Fund Administration, Mutual Funds, Corporate Trust, Securities Lending, Transfer Agency, Corporate Actions, Capital Markets, Collateral Management, Business Requirements, CDO
Education
Hofstra University 1977 — 1981
BA, Communications, English
Bank of New York Mellon August 2011 - Present
Monroe Street Associates LLC (f/k/a Shardin Capital LLC) July 2008 - August 2011
Deutsche Bank July 1998 - March 2008
Skills
Securitization, Federal Government, Asset Based Lending, Asset Backed Financing, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Real Estate, Commercial Banking, Risk Management, Risk Assessment, Credit Risk, Government Contracting, Government Loans, Government Agencies, Document Review, Legal Documents, Business Strategy, Business Analysis, New Business Development, Business Planning, Business Intelligence, Business Process, Small Business, Small Business Lending, Reverse Mortgages, Jumbo Mortgage, Government Procurement, Property Management, Real Estate Transactions, Real Estate, Finance, Project Finance, Structured Finance, Enterprise Risk..., Global Custody, Legislative Issues, Executive Management, Building Relationships, Business Relationship..., Vendor Relationships, Investor Relations, International..., International Relations
Education
Georgetown University
Masters, Real Estate Finance, 3.94/4.0
University of Michigan
BA
Cablevision August 2015 - Present
Conversant, Inc. April 2014 - August 2015
Advanstar Communications April 2007 - April 2014
Parexel International 2006 - 2007
Bank of New York Mellon 2003 - 2006
Skills
Employee Relations, Recruiting, Human Resources, Employee Benefits, Performance Management, Organizational..., Talent Management, Talent Acquisition, Employee Engagement, Succession Planning, Strategic Planning, Management, Interviews, Onboarding, Benefits Administration, Leadership, Leadership Development, Deferred Compensation, Time Management, Organizational..., HRIS, Executive Search, Hiring, Sourcing, HR Policies, Strategy, Personnel Management, Internet Recruiting, Applicant Tracking..., Executive Coaching, Technical Recruiting, Training, Employee Training, Contract Recruitment, Temporary Placement, Resume Writing, Staff Development, Career Counseling, New Hire Orientations, Change Management, Employment Law, Coaching, Team Building, Job Descriptions, College Recruiting, Workforce Planning, PeopleSoft, Training Delivery, Rewards and Recognition, Myers Briggs Trainer
Education
Iona College
BBA, Management - HR
Scarsdale High
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2008 - July 2013
Skills
Equities, Financial Analysis, Investments, Mutual Funds, Trading
Education
Goucher College 2004 — 2008
Business, Business
MFS Investment Management September 2015 - Present
MFS Investment Management September 2013 - August 2015
MFS Investment Management September 2011 - September 2013
Bank of New York Mellon June 2010 - August 2010
Skills
Series 63, Mutual Funds, Series 7, Finance
Education
Georgetown University 2007 — 2011
B.S.B.A, Finance/Management
CFA Institute
Omniscient Private Wealth Advisory Group May 2014 - Present
Malkin Appliances October 2010 - Present
First Republic Bank October 2012 - May 2014
Fieldpont Private March 2012 - October 2012
US Trust November 2006 - March 2012
Citi 2000 - 2006
Bank of New York Mellon 1998 - 2000
Skills
Business Planning, New Business Development, Business Strategy, Strategic Planning, Mergers, Mergers & Acquisitions, Real Estate, Sales, Investment Management, Marketing, Management, Estate Planning, Loans, Trading, Forecasting, Financial Analysis, Budgets, Portfolio Management, Securities, Financial Structuring, Asset Allocation, Corporate Finance, Cash Management, Estate Tax Planning, Wealth Management..., Team Building, Marketing Strategy, Finance, Investments, Banking, High Net Worth..., Asset Management, Financial Advisory
Education
State University of New York College at Oneonta 1981 — 1985
BS, Business Economics
Hofstra University
RBC Investor & Treasury Services September 2014 - Present
BNP Paribas December 2011 - 2014
Bank of New York Mellon January 2008 - November 2011
Citi May 2006 - January 2008
Fred Alger Management March 1997 - November 2005
Skills
Business Development, Financial Services, Mutual Funds, Relationship Management, Fund Accounting, Fund Administration, Leadership, Selling, Sales, Global Custody, Negotiation, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investments, Portfolio Management, Securities, Series 7, Banking, Finance
Education
Hofstra University
BBA, Marketing
JPMorgan Chase & Co. April 2015 - Present
Capital One March 2011 - April 2015
CEIG Inc., New Breed Wireless June 2009 - August 2009
Newedge 2006 - 2008
Bank of New York Mellon 2004 - 2006
Skills
Financial Modeling, Strategy, Business Analysis, Financial Analysis, Analytics, Risk Management, Analysis, Valuation, SAS, Credit Cards, Financial Services, Competitive Analysis, Business Strategy, Credit Analysis, Credit Risk, Segmentation, Teradata, SQL, Microsoft Office, TreeNet
Education
Georgetown University - The McDonough School of Business
MBA, Finance and Strategy
Fordham University
B.S.
GE Capital January 2015 - Present
GE Capital July 2014 - December 2014
Capgemini January 2013 - June 2014
Banco do Brasil May 2010 - January 2013
Banco do Brasil September 2009 - May 2010
Banco do Brasil November 2008 - September 2009
Bank of New York Mellon December 2006 - November 2008
Skills
Core Banking, Risk Management, Requirements Analysis, System Migration, Business Intelligence, Enterprise Systems..., Project Management, Software Quality..., User Acceptance Testing, Software Development, Cross-functional Team..., Client Relations, Vendor Relationship..., Regulatory Compliance, Financial Services, Foreign Exchange
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Jack Welch Management Institute MBA Program
Full Sail University
Bachelor of Science (B.S.), Entertainment Business
Ally Consulting Services, Inc. November 2012 - Present
SafetyPay, Inc. June 2011 - November 2012
Movilix Financial Services, LLC February 2009 - May 2011
Trimax Wireless, Inc. December 2006 - June 2010
Sanswire Corporation 2005 - 2006
Banco Azteca, S.A. de C.V. March 2004 - March 2005
GasoPlus S.A. de C.V. January 1997 - February 2004
First Data Corporation July 1994 - March 1997
International Hotels and Travel Systems, Inc. July 1988 - June 1994
Bank of New York Mellon May 1985 - June 1988
Skills
Organizational..., P&L Reveue Growth, Fundraising, Sales Management, Product Development, Strategic Partnerships, Strategy Development, Marketing Strategy, Start-ups, Strategy, Business Planning, E-commerce, CRM, Financial Services, Sales, Business Development, Leadership, Management, New Business Development, Telecommunications, Negotiation, Training, Executive Management, Account Management, Contract Negotiation, Finance, Budgets, Business Strategy, Entrepreneurship, Management Consulting, Operations Management, Project Planning, Solution Selling
Education
Harvard Business School 1980 — 1982
MBA, International Finance
Universidad Iberoamericana, Mexico City 1972 — 1977
BA, Industrial Design
Instituto Tecnológico Autónomo de México
PBCA - Professional Business Coaches Alliance
Kimberly.Gilgeours@gmail.com April 2014 - Present
BNY Mellon January 2010 - March 2014
Bank of New York Mellon September 2006 - December 2009
BNY Mellon September 2000 - September 2006
The Bank of New York August 1992 - September 2000
Union Bank of Switzerland October 1988 - November 1991
Skills
SDLC, Risk Management, PMP, Information Technology, Management, Resource Management, Integration, Outsourcing, Project Management, Business Analysis, Process Improvement, IT Strategy, Project Portfolio..., Vendor Management, PMO, IT Management, Compliance, Training, Team Building, Change Management, Incident Management, Collaborative Leadership, Communication Skills, Operating Budgets, Financial Analysis, Forecasting
Education
Hofstra University
Certificate, Health Care Technology
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business management
Nassau Community College 1982 — 1985
Associate of Science (A.S.), Computer Science
City National Bank July 2012 - Present
Good Samaritan Missionary Baptist Church January 2007 - Present
Bank of New York Mellon February 2011 - July 2012
City National Bank November 2002 - October 2010
City National Bank 2001 - 2002
Wells Fargo Bank April 1997 - June 2001
Wells Fargo Bank December 1999 - April 2001
Skills
Banking, Financial Analysis, Credit, Cash Management, Portfolio Management, Loans, Financial Services, Relationship Management, Wealth Management, CRM, Finance, Cross Selling, Financial Reporting, Management, Sales, Investments, Account Management, Accounting, Customer Service, Budgets, Underwriting
Education
University of Phoenix 2008 — 2011
Bachelor of Science Business, Accounting
Heald College 1991 — 1992
Associates of Applied Science, Accounting
James J. Hogan Senior High School 1987 — 1990
Diploma, General Education / Accounting
Bank of New York Mellon May 1999 - Present
Skills
Master of Business..., Finance, Asset Management, Asset Managment, Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Risk Analysis, Risk Management, Securities
Education
Saint John's University 2003 — 2005
Master of Business Administration, Finance
Hofstra University 1995 — 1999
Bachelor of Business Administration, Finance
DataCore Software October 2014 - Present
DataCore Software October 2013 - Present
DataCore Software December 2009 - October 2013
Bank of New York Mellon September 2007 - December 2009
Lehman Brothers July 2005 - September 2007
Morgan Stanley March 2000 - July 2005
American Express October 1998 - March 2000
BNP Paribas March 1998 - October 1998
Rodman & Renshaw 1996 - 1998
Skills
Forecasting, Salesforce.com, Financial Analysis, Program Management, Financial Reporting, Change Management, Budgets, Strategic Planning, Analytics, Training, Team Leadership, Sales Operations, Business Analysis, Sales Management, Managerial Finance, Business Process..., Executive Management, Project Management, Accounts Receivable, Lead Generation, Team Building, Computer Proficiency, Risk Management, Customer Satisfaction, P&L Management, Project Planning, Integration, Business Process, Contract Negotiation, Foreign Languages, Marketing Communications, Compliance, Communication, Operating Budgets, ADP Payroll, Customer Analysis, Hyperion Planning, Product Design, Commissioning, Problem Solving, Capital Budgeting, Hyperion Interactive..., Higher Education, Marketing Strategy, Campaign Strategies, Call Center Development
Education
Pace University - Lubin School of Business 1997 — 2001
MBA, Financial Management
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 1990 — 1996
Bachelor of Commerce (B.Com.), Finance and Foreign Affairs
Open Sky Web Design 2001 - Present
Contract Bridge Forum 2010 - Present
Bank of New York Mellon 1990 - 2000
Professional Bridge Player 1986 - 1990
Bankers Trust 1981 - 1985
Digital Equipment Corp (DEC) 1973 - 1978
Skills
PHP, MySQL, JavaScript, Python, CMS, Joomla, E-commerce, Website Development, ZenCart, Wordpress, Dreamweaver, Web Standards, Web Design, Web Development, HTML, WordPress, CSS, Photoshop, AJAX, SEO, Databases, PSD to Wordpress, Front-end, XHTML, Programming, User Experience, User Interface Design, HTML 5, Drupal, Google Analytics, Web 2.0, Web Analytics, jQuery, Information Architecture, Web Project Management, Usability, Interaction Design, Web Content Management
Education
Harvard University 1968 — 1972
AB, Fine Arts
The Brearley School 1955 — 1968
New York State Department of Motor Vehicles 2012 - Present
iDefine formerly Imani Corporation December 2010 - August 2012
Yonkers Chamber of Commerce May 2006 - September 2010
Bank of New York Mellon June 1996 - April 2006
Skills
Outlook, Customer Service, Lotus Notes, Administration, Legal Writing, Administrative..., Microsoft Office, Microsoft Excel, Public Speaking, Spreadsheets, Access, Nonprofits, Data Entry, Management, Administrative...
Education
Iona College 1993 — 1996
Social Work/Business Mangement
Dealerweb September 2012 - Present
Direxionshares January 2007 - September 2012
Bank of New York Mellon May 2005 - December 2006
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business
University of Wisconsin-Madison 1995 — 1999
Bachelor of Science, Liberal Arts
Horace Mann School 1983 — 1995
Bank of New York Mellon January 2011 - July 2013
Socrates, Inc. a SCIOinspire Corp company February 2008 - June 2010
Accountemps 2006 - 2008
Hawthorne Avenue Presbyterian Church 2003 - 2006
Calvary Episcopal Church 2001 - 2002
East Liberty Presbyterian Church 2000 - 2001
Southminister Presbyterian Church 1999 - 2000
Steel Valley Authority 1995 - 1999
Westinghouse Electric Company 1992 - 1995
Westinghouse Credit Corporation 1989 - 1992
Skills
AML/KYC Compliance, Electronic Banking..., Training, Process Improvement, Project Management, Cash Flow, Treasury Management, Investments, Journal Entries, General Ledger, Finance, Financial Statements, Databases, Government, Spreadsheets, Teamwork, Management, Account Reconciliation, Microsoft Excel, Nonprofits, QuickBooks, PowerPoint, Microsoft Word, Writing, Budgets, Accounting, Cash Management, Accounts Receivable
Education
Pittsburgh Theological Seminary 1970 — 2012
M. Div., Theology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1985
MBA
Grove City College 1973 — 1977
BA, Literature
Beaver Falls High School
Sheshunoff Consulting + Solutions September 2010 - Present
Sheshunoff Consulting + Solutions September 2010 - Present
Accume Partners September 2008 - March 2009
Bank of New York Mellon February 2005 - February 2008
BANK OF NEW April 1994 - February 2005
Bank of New York April 1994 - January 2005
Education
Iona College
BBA, Managerial Accounting
Iona College
BBA, Managerial Accounting
The Blackstone Group L.P. / GSO Capital Partners LP April 2013 - Present
Bingham McCutchen January 2010 - April 2013
McKee Nelson LLP May 2008 - August 2008
Credit Suisse July 2006 - June 2007
Bank of New York Mellon 2005 - 2006
Skills
Securities, Finance, Structured Finance, Capital Markets, Fixed Income, Legal Writing
Education
Fordham University School of Law 2006 — 2009
J.D., cum laude
Pace University, Lubin School of Business, Pforzheimer Honors College 2002 — 2006
B.B.A., summa cum laude, Finance / Economics
JPMorgan Chase June 2009 - Present
Bank of New York Mellon March 2007 - November 2008
Wachovia, Corporate Information Security February 2006 - March 2007
MoneyGram International July 2005 - February 2006
College of American Pathologists (CAP) May 2005 - June 2005
Habib Bank Limited March 2003 - March 2005
United Bank Limited August 2000 - March 2003
Education
Harvard University
MSc, Management Information Systems
BNY Mellon July 2001 - Present
Bank of New York Mellon July 2001 - May 2014
Skills
Disaster Recovery, Risk Management, IT Strategy, Vendor Management, Information Security, SDLC, IT Management, Financial Services, Business Continuity, ITIL, Information Security..., Information Technology, Enterprise Architecture, Security, Governance, Integration, Financial Risk, Databases, Project Management, Data Center
Education
Pace University 2003 — 2005
Master's degree, Information Technology
Indiana University of Pennsylvania 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Indiana University of Pennsylvania 1993 — 1995
Bachelor's degree, Management Information Systems, General
AirWatch by VMware June 2014 - Present
Georgia State University August 2013 - Present
Cox Communications March 2014 - May 2014
Bank Of New York Mellon January 2012 - June 2013
Aloha Technology Pvt. Ltd. August 2010 - January 2012
Skills
C#, SQL, Requirements Analysis, Oracle, Microsoft SQL Server, PL/SQL, .NET, Databases, SDLC, Data Warehousing, Database Design, Enterprise Architecture, Requirements Gathering, Software Project..., Database Consulting, Data Migration, TFS, JIRA, SQL Server Profiler, MongoDB, Web Development, JavaScript, C
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Master of Science (MS), Computer and Information Sciences, General, 4.00
Pune Institute of Computer Technology
BE, Computer Science
HubSpot September 2015 - Present
HubSpot December 2014 - August 2015
HubSpot August 2014 - November 2014
HubSpot October 2013 - August 2014
Intrepid Labs December 2011 - October 2013
Goldman Sachs November 2010 - December 2011
Bank of New York Mellon June 2009 - October 2010
Hamilton College August 2007 - May 2009
Harbridge Consulting Group June 2008 - August 2008
Skills
Start-ups, Financial Modeling, Entrepreneurship, Microsoft Excel, Financial Analysis, Valuation, Due Diligence, Data Analysis, Analysis, Bloomberg, Leadership, PowerPoint, Account Reconciliation, Corporate Finance, Investments, Inbound Marketing, Inbound Lead Generation, Marketing, SEO, Email Marketing
Education
Hamilton College 2005 — 2009
BA, Mathematics and Economics
Chittenango High School 2001 — 2005
Bank of New York Mellon
Skills
Asset Management, Investments, Credit Analysis, Fixed Income, Municipal Bonds, Corporate Bonds
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Harvard University 1978 — 1982
AB, Economics
Belmont Hill School 1972 — 1978
US Industrial Tool & Supply, Arvan Incorporating, HS Tooling June 2015 - Present
HireRight October 2014 - December 2014
AECOM June 2014 - August 2014
GKN Aerospace August 2011 - March 2013
Eaton Corporation July 2010 - July 2011
Eaton Corporation September 2009 - July 2010
Bank of New York Mellon May 2008 - August 2008
Citigroup Smith Barney December 2006 - April 2008
Pennsylvania Governor’s School for the Arts June 2007 - August 2007
Merrill Lynch August 2006 - March 2007
Skills
Hyperion, Russian, AS400, Pivot Tables, Cognos, Mapics XA ERP, Advanced Excel..., Certus, Oracle 9i, Oracle, Hyperion Enterprise, Excel macros, Microsoft Access, Classical piano, ERP, Microsoft Excel, Access, Forecasting, Piano, Analysis, Finance, Program Management, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Business Intelligence, Leadership, Strategy, Change Management, Management, Cross-functional Team..., Budgets, Business Development, Financial Analysis, Competitive Analysis, Project Planning, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, Financial Modeling, Variance Analysis, Business Process..., Cost Accounting, Process Improvement, Managerial Finance, Internal Audit, Financial Reporting
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy, 3.82
University of Pittsburgh 2005 — 2009
Bachelors, Major: Finance Minor: Economics
Imperial College London 2007 — 2007
BS, Finance, 3.90
Taylor Allderdice High School 2001 — 2005
fi360 April 2013 - Present
Bank of New York Mellon May 2011 - April 2013
PitchPoint Solutions, Inc. February 2006 - May 2011
Heritage Valley Health System July 2005 - February 2006
Self-employed April 2004 - July 2005
Basis100 February 2003 - April 2004
ServiceLink, LP September 2002 - February 2003
TechRx, Inc. July 2001 - October 2002
Keane August 2000 - July 2001
Lenders Service, Inc. June 1998 - August 2000
Skills
Vendor Management, SDLC, Process Improvement, Enterprise Architecture, Business Analysis, IT Strategy, Integration, Business Intelligence, Strategic Planning, Strategy, Management, Program Management, Software Project..., Software Development, Project Management, IT Management, Data Center, Project Planning, Risk Management, Service Delivery, Information Technology, Enterprise Software, Analysis, Outsourcing, CRM, Business Process..., Project Portfolio..., Financial Services, Business Strategy, Executive Management, Business Process, SaaS, PMO, Cloud Computing, Requirements Analysis, Professional Services, Consulting
Education
Indiana State University 1992 — 1994
MS, Economics
University of Dayton 1988 — 1992
BS, Business Administration
Prudential Preferred Realty November 2012 - Present
Bank of New York Mellon February 1985 - January 2009
Skills
Selling, Sellers, First Time Home Buyers, Real Estate, Short Sales, Buyer Representation, Single Family Homes, Condos, FHA, Residential Homes, Real Estate Transactions, Townhomes, Listings, Referrals, Relocation, Move Up Buyers, ABR, e-PRO, Real Property, Listing Homes, Seller Representation, Relocation Buyers, National Association of..., Luxury
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1992
MBA
Gettysburg College 1977 — 1981
BA, Business Administration
Midtown Surgery Center, LLC April 2012 - Present
Bank of New York Mellon May 2009 - April 2012
Bank of America Merrill Lynch May 2007 - May 2009
Education
Iona College 2005 — 2007
MBA, Marketing and Management
Iona College 2001 — 2005
BS, International Business
Deutsche Bank November 2017 — Present
Bank of the West September 2014 — November 2017
JPMorgan Chase March 2010 — September 2014
HSBC Bank March 2008 — December 2009
ABN AMRO Bank 2006 — 2008
Bank of America 2004 — 2006
Bank of New York Mellon 2000 — 2004
BankBoston 1996 — 2000
Silicon Valley Bank 1996 — 1996
BayBank 1987 — 1996
Skills
Treasury Management, Cash Management, Transaction Banking, Liquidity Management, Corporate Treasury, FX, Trade Finance, Banking, Capital Markets, Commercial Banking, Credit, Credit Cards, FX Options, Financial Institutions, Financial Services, Financial Transactions, International Sales, Operational Risk, Payments, Relationship Management, Risk Management, Sales Management, Treasury, Treasury Services, Hedging, Loans, Funding, Retail Banking, Portfolio Management, Internet Banking, Financial Risk, Credit Risk, Corporate Finance, Financial Markets, Credit Analysis, Payment Systems, Cash, Fixed Income
Education
University of Massachusetts Lowell 1979 — 1980
Master's, Music
Friends University 1975 — 1979
Bachelor's, Music
Bank of America 2005 - Present
MBNA America 1999 - 2005
PNC Financial Services Group 1997 - 1999
Bank of New York Mellon 1995 - 1997
University of Delaware 1994 - 1995
Philips 1993 - 1994
Gov-Elect transition 1900 - 1900
Skills
Risk Management, Executive Management, Financial Risk, Financial Modeling, Analytics, Banking, Operational Risk, Portfolio Management, Strategy, Financial Services, Business Transformation, Credit, Credit Risk, Credit Cards, Consumer Lending, Due Diligence
Education
Indian Institute of Management, Calcutta
MBA
University of Delaware - Lerner College of Business and Economics
Ph.D., Economics
Maulana Azad National Institute of Technology
Campion School
J.P. Morgan May 2013 - Present
JP Morgan 2010 - Present
Bank of New York Mellon 2008 - September 2010
Aon Consulting 2007 - 2008
Discover Financial Services 2004 - 2007
Skills
Fixed Income, Derivatives, Asset Management, Securities, Equities, Financial Services, Banking, Mutual Funds
Education
Wilmington College 2011 — 2012
MBA, Organzational Leadership
Wilmington University 2008 — 2011
BS, Finance
Goldey-Beacom College
Revenue Analytics, Inc. March 2012 - Present
Risk Lighthouse, LLC December 2009 - March 2012
Georgia State University August 2008 - January 2010
The Home Depot September 2008 - December 2008
Bank of New York Mellon June 2004 - June 2005
Bank of China July 2001 - June 2004
Skills
SAS, Statistical Modeling, Statistics, Time Series Analysis, Data Analysis, R, SAS programming, VBA, Monte Carlo Simulation, Matlab, Logistic Regression, Optimization, Simulatoins, Predictive Modeling, Forecasting, Price Elasticity, Revenue Analysis, Operations Research, Business Analytics, Enterprise Software, Business Strategy, SAS Programming, Microsoft Excel, SPSS, Stata
Education
Georgia State University 2007 — 2009
Master's, Statistics
Georgia State University 2005 — 2007
Master's, Economics
Huazhong University of Science and Technology 1997 — 2001
Bachelor, Economics
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
iBrand LLC January 2015 - Present
DLC UX Design August 2014 - Present
General Assembly June 2014 - August 2014
Bank of America September 2010 - April 2014
Ares Management January 2010 - June 2010
Western Asset Management July 2009 - December 2009
Bank of New York Mellon July 2007 - May 2009
Wells Fargo September 2006 - June 2007
Nordstrom February 2005 - June 2005
Skills
User Experience, User Experience Design, Banking, Usability Testing, Wireframes, Portfolio Management, Information Architecture, Mortgage Lending, User Research, Illustrator, User Interface, Strategy, Credit, Customer Service, Photoshop, Management, Asset Management, Mobile Devices, Social Media, Adobe Illustrator, Financial Modeling, Email Marketing, Market Research, Stand-up Comedy, Axure RP, Microsoft Office, Loans, Commercial Banking, Prototype Framework, HTML5, CSS, JavaScript
Education
General Assembly
Front End Web Development
San Jose State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Saint Mary's College of California 1999 — 2000
General Assembly
User Experience Design Immersive
OHL March 2015 - Present
Republic Services January 2014 - March 2015
Republic Services Inc May 2011 - January 2014
United States Soccer Federation March 2003 - December 2013
Alpha Phi Omega Community Service Fraternity January 2010 - May 2011
Indiana University of Pennsylvania December 2008 - May 2011
Bank of New York Mellon May 2010 - August 2010
Skills
Leadership, Financial Analysis, Management, Finance, Accounting, Microsoft Office, Teamwork, Customer Service, Forecasting, Budgets, Bloomberg Terminal, Essbase, Team Building, Time Management, Financial Forecasting, Lawson General Ledger, Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Internal Controls, A/R Collections, Microsoft Excel, GAAP, Process Improvement, Problem Solving
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Finance and Legal Studies
North Allegheny Senior High
Rennix-Graves Consulting April 1994 - Present
Haddonfield Crew Club July 2012 - December 2014
Prudential Fox & Roach April 1994 - June 2013
Parts Life, Inc. November 2012 - March 2013
Corestates (PNB)/Wachovia September 1988 - April 1994
Midlantic National Bank 1986 - 1988
Bank of New York Mellon 1983 - 1986
Syntex Dental Products January 1982 - May 1983
Skills
French, Spanish, Treasury Management, Cash Management, Strategic Planning, Team Building, Sales, Mergers & Acquisitions, New Business Development, Banking, Commercial Banking, Management, Financial Services, Business Development, Leadership, Marketing, Strategy, Business Strategy, Process Improvement, Product Management, Coaching, Budgets
Education
Temple University - Fox School of Business and Management 1982 — 1986
International Marketing
Gettysburg College 1977 — 1978
Spanish Language and Literature
Temple University 1978 — 1981
B.A., Spanish/French/Multilingual Business and Government Studies
Université Paris-Sorbonne 1979 — 1979
Certificat de Langue Francaise, French language, history, Certificat
M&T Bank February 2012 - Present
M&T Bank June 2010 - February 2012
M&T Bank July 2004 - June 2010
Bank of New York Mellon January 2001 - July 2004
First Bank of West Des Moines October 1993 - April 2000
Accent Service Company October 1991 - October 1993
Skills
Credit Risk, Investments, Underwriting, Capital Markets, Accounting, Financial Reporting, Financial Risk, Cross Selling, Retail Banking, Valuation, Management, Leadership, Asset Management, Due Diligence, Securities, Financial Services, Relationship Management, Derivatives, Strategic Financial..., Structured Finance, Cash Flow, Mergers & Acquisitions, Financial Structuring, Private Equity, Finance, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance and Management
Grinnell College 1987 — 1991
BA, French
Deutsche Bank January 2015 - Present
Deutsche Bank September 2013 - January 2015
Deutsche Bank January 2013 - September 2013
Deutsche Bank September 2011 - January 2013
Imperial College London 2007 - 2011
Deutsche Bank 2010 - 2010
Bank of New York Mellon July 2008 - September 2008
Skills
Quantitative Finance, Investment Banking
Education
Imperial College London 2007 — 2011
Master of Engineering, Electrical and Electronic Engineering with Management
European School Mol
RJ Lee Group May 2010 - Present
BNY Mellon June 2000 - May 2010
Mellon Financial June 2000 - May 2010
Bank of New York Mellon June 2000 - May 2010
Skills
SDLC, SQL, Java Enterprise Edition, Java, Software Project..., Integration, Linux, HTML, Microsoft SQL Server, Agile Methodologies, XML, JavaScript, Spring
Education
Grove City College 1996 — 2000
BS, Business Computer Systems
Meadville High School 1993 — 1996
LMCG Investments July 2012 - Present
BNY Mellon March 2011 - June 2012
Bank of New York Mellon September 2009 - March 2011
City of Spokane Fleet Services Department March 2008 - January 2009
Nordstrom May 2006 - January 2009
MultiCare June 2007 - August 2007
Education
Gonzaga University 2007 — 2008
MBA, Finance
Gonzaga University - School of Business Administration 2003 — 2007
BBA, Finance and Marketing
MassMutual Financial Group August 2015 - Present
MassMutual Pittsburgh October 2011 - August 2015
Northwestern Mutual July 2011 - September 2011
Bank of New York Mellon January 2011 - February 2011
BNY Mellon Asset Servicing & Global Operations division May 2010 - August 2010
HUB Student Union Association August 2008 - May 2010
Brandon Shaw Enterprises June 2005 - January 2007
Skills
Retirement Income..., Saving for Education, Wealth Management, Charitable Giving..., Retirement Plan..., Wealth Preservation, Series 7, Series 66, Strategic Financial...
Education
Richard Stockton College of New Jersey 2014 — 2015
CFP Program
Indiana University of Pennsylvania 2007 — 2010
B.S. Finance, B.A. Economics, A.A. Accounting
Roaring Fork Advisors June 2013 - October 2014
Wells Fargo Bank October 2010 - April 2013
Bank of New York Mellon June 2008 - August 2008
Aquatic Center Inc. June 2000 - July 2008
Skills
Sales, Strategic Planning, Team Building, Options, Financial Analysis, Natural Gas, Leadership, Management, Risk Management, Futures, Analysis, Finance, Marketing Strategy, Nonprofits, Business Ethics, Self-esteem, Employee Training, Tech-savvy, Microsoft Office, QuickBooks, Team Management, Market Research, Change Management, Critical Thinking, Culture Change, Social Media, Regulatory Compliance, Due Diligence, Communication, Project Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2009
Bachelor of Applied Science, Finance
Frostburg State University 2006 — 2007
Finance, General
Garrett College 2003 — 2006
Associates Degree, Business Administraion
Barclays February 2015 - April 2015
BNYMellon November 2014 - January 2015
Wilmington University June 2012 - June 2014
American Express August 2013 - October 2013
OSOA Consulting Inc January 2009 - May 2012
Christiana Care Health System August 2008 - December 2008
Bank of New York Mellon December 1999 - July 2008
Skills
Business Analysis, SAP, Security, SAP R/3, SQL Server, Documentation, MS Project, Visio, Microsoft Office, Access, Program Management, ERP, SQL, Integration, Process Improvement, ITIL, Change Management, Process Engineering, Business Intelligence, Windows, XML, Strategic Planning, Excel, SDLC, Analysis, Team Leadership, Problem Solving, HTML, Planning, Project Planning, Budgeting, Testing, IT Strategy, Project Implementation, Data Warehousing, Operating Systems, Data Analysis, PL/SQL, Team Building, Disaster Recovery, Software Documentation, Budgets, Training, Microsoft SQL Server, Microsoft Excel, Business Process..., Information Technology, Management, Vendor Management, Leadership
Education
Walden University 2003 — 2009
PhD Candidate, Management Information Systems
Goldey Beacom College 2001 — 2003
MBA, Information Technology
Delaware Technical and Community College 1998 — 1998
Japan International Cooperation Agency (JICA), Hatagaya, Tokyo 1992 — 1992
Certificate, Group Training Course for Sports Instructor for Physically Disabled
University of Lagos 1986 — 1990
Masters in Education, Adult Education, Health & Physical Education (BSc)
Molusi College 1973 — 1977
West African School Certificate, Sciences
Macy's West 2005 - 2009
Bank of New York Mellon 2003 - 2005
Foreign Currency Exchange Corp. / Bank of Ireland 2002 - 2003
Education
Golden Gate University 2009 — 2010
Accounting
University of Central Florida - College of Business Administration 2000 — 2003
Finance, Bachelor of Science
Webber International University 1998 — 2000
AS, Finance
Deutsche Bank August 2013 - Present
Bank of New York Mellon May 2006 - July 2013
Treasury Strategies 1997 - 2006
Morgan Stanley 1992 - 1997
Ernst & Young 1987 - 1992
Manufacturers Hanover Trust 1977 - 1987
JPMorgan Chase 1977 - 1987
Skills
Strategy, Capital Markets, Derivatives, Mergers & Acquisitions, Business Strategy, Treasury, Business Process..., Wealth Management, Structured Finance, Equities, Treasury Management, Investments, Management Consulting, Cash Management, Credit Risk, Valuation, Corporate Finance, Management, Series 7, Commercial Banking, Hedge Funds, Financial Risk, Fixed Income, Mergers, Trading, Operations Management, Team Building, Banking, Financial Services, Credit, Mutual Funds, Securities, Treasury Services, Financial Modeling, Leadership, Program Management, Private Equity, Investment Management, Networking, Financial Analysis, Portfolio Management, Bloomberg, Strategic Planning, Risk Management, Financial Markets, Alternative Investments, FX Options, Relationship Management, Financial Institutions, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, International Business, Finance
Hamilton College 1973 — 1977
BA, Economics, Spanish
BMO Financial Group July 2013 - Present
PricewaterhouseCoopers December 2010 - July 2013
JPMorgan Chase Inc June 2008 - December 2010
Bear Stearns & Co. Inc February 1986 - June 2008
Prudential Bache Securities Ince February 1984 - January 1986
Bank of New York Mellon January 1982 - January 1984
European-American Bank July 1980 - January 1982
Skills
Enterprise Risk..., Capital Markets, Risk Management, Investment Banking, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Business Continuity, IT Audit, Auditing, Operational Risk, Sarbanes-Oxley, Internal Audit, Internal Controls, Disaster Recovery, Strategy, IT Management, Financial Services, Information Technology, External Audit, AML, Risk Assessment, Business Process, SAS70, Process Improvement, Alternative Investments, Asset Management, Banking, Business Process..., Equities, Basel II
Education
Hofstra University 1979 — 1981
MBA, Finance
State University of New York College at Cortland 1975 — 1979
BA, Economics, Computer Science
BNYMellon January 2012 - Present
Effective Computing, Inc. June 1999 - March 2012
BNY Mellon 2005 - January 2012
Bank of New York Mellon 1999 - 2005
Genesis Development 1997 - 1999
Expersoft 1995 - 1997
Persistence Software 1994 - 1995
Informix 1991 - 1994
Skills
Java, Unix, Enterprise Software, Enterprise Architecture, Software Project..., Databases, SDLC, Requirements Gathering, Agile Methodologies, Java Enterprise Edition, Business Analysis, Solution Architecture, Distributed Systems, Software Development, Pre-sales, Architecture, SQL, C++, Software Design, Sybase, Architectures, SOA, Software Engineering, Open Source, Continuous Integration, JIRA, CaliberRM, Performance Engineering, Project Management, Project Planning
Education
Harvard University 1994 — 1994
NA
New York University 1993 — 1993
NA
University of Rochester 1986 — 1990
Bachelor's degree
Barclays November 2014 - Present
Federal Reserve Bank of New York July 2013 - October 2014
Federal Reserve Bank of New York June 2012 - August 2012
Bank of New York Mellon May 2008 - July 2011
Skills
Corporate Finance, Financial Reporting, Hedge Funds, Accounting, Financial Modeling, Financial Analysis, Investments, Alternative Investments, Financial Statements, Investment Research, Data Analysis, Bloomberg, Valuation, Financial Statement..., Equities, Due Diligence, Investment Strategies
Education
Georgetown University 2011 — 2013
MBA
University of Central Florida - College of Business Administration 2004 — 2008
BSBA, Finance, Accounting
BPV Capital Management - Back Porch Vista February 2014 - Present
Cain Brothers Asset Management June 2011 - Present
Cain Brothers Asset Management February 2010 - June 2011
Bank of New York Mellon August 2007 - April 2010
Bank of New York September 2006 - August 2007
State Street Corp. 2004 - 2006
Skills
Bloomberg, Investment Strategies, Capital Markets, Portfolio Management, Investments, Trading, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Grenoble Ecole de Management 2003 — 2003
International business
U.S. Department of the Treasury January 2014 - April 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Harvard Business School October 2010 - February 2012
Nomura June 2011 - August 2011
Bank of New York Mellon June 2009 - August 2009
The Bank of New York June 2007 - August 2007
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (JD)
Harvard University 2008 — 2012
Bachelor of Arts, Government & Philosophy, w/ Secondary Field in Economics, Magna cum laude, PBK (Top 10%)
Regis High School 2004 — 2008
Regents Diploma
Bank of New York Mellon August 2011 - Present
GFN Foods, LLC January 2004 - Present
The Bank of New York Mellon June 2010 - July 2011
Graven Consulting October 2002 - December 2009
Holt Learning January 1999 - October 2002
Coyote Systems 1997 - 1998
JP Morgan Chase 1992 - 1997
Automatic Data Processing, Brokerage Informations Services Group 1988 - 1989
Education
University of Rochester - Simon Business School 1990 — 1992
MBA
Gettysburg College 1983 — 1987
BA
Valiant Solutions, Inc. October 2014 - Present
Capco January 2014 - October 2014
State Street May 2008 - January 2014
Morgan Stanley December 2006 - May 2008
Bank of New York Mellon December 2005 - December 2006
Citigroup February 2004 - December 2005
Financial Management Association - Hosfstra University May 2002 - May 2003
Merrill Lynch September 2001 - May 2002
Skills
SQL Server, Hedge Funds, Fixed Income, Bloomberg, Equities, Asset Managment, Financial Services, Back Office, Securities, Business Analysis, Derivatives, Mutual Funds, Portfolio Management, HTML scripting, CSS Javascript, Bootstrap 3 RC1, PHP, Six Sigma, Fund Administration, Financial Reporting, PMO, Alternative Investments, SDLC, AML, Process Improvement, Capital Markets, Corporate Actions, Project Management, Equity Derivatives, Agile Methodologies, Prime Brokerage, Asset Management, Trading, Analysis, User Acceptance Testing, Middle Office, Investment Banking, Swaps, Management, Trading Systems, Risk Management, Investment Management, Investments, Settlement, Stakeholder Management, Vendor Management, Visio, Client Services, Entrepreneurship, Outsourcing
Education
Hofstra University-Frank G. Zarb School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hofstra University 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Bank of New York Mellon April 2010 - Present
Bank of New York Mellon January 2008 - May 2010
Premier Farnell, Leeds, UK June 2007 - July 2007
Wipro July 2002 - December 2006
GE Global Research December 2000 - July 2002
Global Telesystems May 2000 - November 2000
Skills
Solution Architecture, Software Project..., Integration, Business Analysis, SDLC, Program Management, Software Development, Vendor Management, Strategy, Project Management, Management, Business Development, Requirements Analysis, IT Infrastructure..., webMethods, webMethods Integration..., Java, IT Infrastructure Design, Remote Infrastructure..., Enterprise IT Strategy, Consulting, IT Strategy, Enterprise Architecture, Leadership, Agile Methodologies, Global Delivery, Infrastructure, PMP, Outsourcing, Analysis
Education
Indian Institute of Management, Calcutta 2006 — 2007
Master of Business Administration (MBA), Finance, General
Indian Institute of Information Technology 1999 — 2000
MTech, Information Technology
University of Madras 1995 — 1999
Bachelors in Electronics and Communication Engineering
Bank of New York Mellon May 2006 - Present
Societe Generale April 1999 - May 2006
Cantor Fitzgerald 1990 - May 1998
Skills
Equities, Fixed Income, Trading Systems, Electronic Trading, Derivatives, Capital Markets, FX Options, Financial Analysis, Investment Banking, Business Analysis, Back Office, Market Data, Financial Markets, Bloomberg, Hedge Funds, Financial Services, SDLC, Risk Management, Project Management, Securities, Trading
Education
Hofstra University
Bachelor of Applied Science (BASc), Computer Science
Bank of New York Mellon April 2007 - Present
CitiCapital (Citi Group) November 2001 - April 2007
The Student Loan Corporation 2006 - 2007
Commercial Capital Corp June 2000 - June 2001
The Bank of New York September 1988 - June 2000
Iona College July 1986 - September 1988
Skills
Portfolio Management, Fixed Income, Hedge Funds, Corporate Trust, Capital Markets, Asset Managment, Financial Services, Banking, Credit Analysis, Bloomberg, Loans, Securities, Equities, Fund Accounting, MBS
Education
Long Island University-Westchester Campus 1992 — 1995
Master of Business Administration (MBA)
Iona College 1982 — 1986
BBA
Capco July 2007 - Present
JPMorgan Chase 1996 - 2007
James Capel Inc 1993 - 1995
Salomon Brothers International 1986 - 1993
Bank of New York Mellon 1980 - 1986
Skills
Capital Markets, Middle Office, Back Office, Project Management, Leadership, Budgets, Securities, Risk Management, Bonds, Settlement, Operational Risk..., Fixed Income, Investment Banking, Trading Systems, Prime Brokerage, Corporate Actions, Equities, Financial Services, Reference Data, Management, Business Analysis
Education
Gannon University 1971 — 1975
BS, Business Administration and Management, General
Teaneck High School 1969 — 1971
Diploma
Dorothea Haus Ross Foundation September 2014 - Present
Kavelman Group September 2014 - Present
US Trust - Bank of America March 2008 - August 2014
Caesar Consulting Group 2005 - 2008
KLG Associates 2002 - 2005
Nicholas Advisors 1997 - 2002
Bank of New York Mellon 1990 - 1997
Asia Society 1985 - 1988
The Rockefeller Foundation 1980 - 1985
Skills
Philanthropy, Non-profits, Fundraising, Endowments, Strategic Planning, Asset Managment, Investments, Alternative Investments, Portfolio Management, Private Equity, Grants, Hedge Funds, Estate Planning, Equities, Series 7, Securities, Public Speaking, Financial Modeling, Due Diligence, Organizational..., Asset Management, Nonprofits, Board Development, Event Management, Program Management, Public Policy
Education
The American College 2011 — 2011
Chartered Advisor in Philanthropy (CAP), Design, Implementation and Management of Philanthropic Trusts and Gift Structures
Gettysburg College 1976 — 1980
B.A., Honors, Political Science and Economics
Citi September 2010 - Present
Bank of New York Mellon October 2008 - September 2010
ObjectBase Inc, USA August 2003 - April 2010
OpHedge Investment Services 2008 - 2008
Bunge 2005 - 2008
US Bank 2004 - 2005
Office Of public Health 2003 - 2004
mPayment Pte Ltd, Singapore May 2001 - July 2003
Singapore Computer Systems 2000 - 2001
Education
Gulbarga University 1991 — 1995
BE, Computer Science
Bank of New York Mellon 2003 - Present
JP Morgan Chase 2001 - 2003
Education
Gannon University
BS, Science
Horizon Kinetics LLC March 2010 - Present
Goldman Sachs September 1999 - February 2010
Fujitsu Consulting May 1994 - July 1998
Networld Consulting May 1993 - May 1994
Bank of New York Mellon September 1991 - May 1993
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BS, Computer Science
Bank of New York Mellon October 2007 - Present
Aegis Mtg Corp July 2002 - 2007
Washington Mutual/Formally Bank United 1992 - 2001
Education
Houston Community College 1991 — 1993
Microsoft Corporation November 2009 - Present
Microsoft Corporation September 2007 - December 2009
Microsoft Corporation August 2003 - August 2007
Bank of New York Mellon June 2001 - August 2003
IBM Global Services August 1998 - July 1999
Skills
Strategy, Business Alliances, Go-to-market Strategy, Messaging, Windows Server, Cloud Computing, Marketing, Enterprise Software, Product Marketing, Multi-channel Marketing, IT Strategy, Program Management, Software Project..., Agile Project Management, Product Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Kellogg on Marketing (executive program), Marketing/ Business Strategy
Project Management Institute (PMI) 2004 — 2006
PMP, Project Management
Indian Institute of Management, Ahmedabad 1999 — 2001
MBA (2 year full time, residential):, Strategy, Marketing and Information Systems
Victoria Jubilee Tech Institute, Mumbai (B.Tech, Computer Science) 1994 — 1998
B.Tech, Computer Science
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
J.P. Morgan January 2014 - Present
HSBC Securities July 2012 - January 2014
HSBC Securities July 2012 - December 2012
HSBC Securities July 2010 - July 2012
Citigroup August 2005 - July 2010
Credit Suisse January 2005 - August 2005
Citco Fund Services April 2004 - July 2004
JPMorgan Chase February 2003 - April 2004
Bank of New York Mellon November 2000 - August 2002
Chase Manhattan Bank/JPMorgan Chase 1995 - 2000
Skills
Client Relationship..., Client Service, Dodd Frank, Operations Management, Middle Office, Securities Regulation, ISDA, Foriegn Exchange, Fail Reporting, Project Management, Creative Problem Solving, MBA Finance, OMGEO, Fixed Income Products, Equity Products, Emerging Markets, Trade Processing, Client Management, Event Planning, Credit Derivatives, Interest Rate..., Equity Derivatives, DTCC, Markit, FX, Derivative Clearing, Collateral Management, Management, master trust accounting, Matrix Management, ISITC, Management Information, Product Management, Derivserv, Derivatives, Markitserv, CRM, Clearing, Client Services, Dodd-Frank, FX Options, Financial Services, Fixed Income, Investment Banking, Securities
Education
Fordham University 1998 — 2000
MBA, Finance & International Business, 3.98
Grove City College 1985 — 1989
BA, History & Political Science
Trovo September 2012 - Present
(none) July 2011 - September 2012
Bank of New York Mellon December 2009 - June 2011
Portsmouth Financial Systems LLC 2006 - December 2009
CDC / IXIS 2001 - 2006
Bear Stearns & Company 1998 - 2001
Charter Research / Conquest 1992 - 1998
AEW Capital Management 1985 - 1989
Skills
Software Development
Education
Harvard University 1981 — 1985
Crespac Inc. 1995 - Present
Bain & Company 1993 - 1995
Credit Agricole Indosuez 1989 - 1991
Bank of New York Mellon 1987 - 1989
Education
The Tuck School of Business at Dartmouth 1991 — 1993
M.B.A., Business Management
Georgetown University 1983 — 1987
B.A., English
Bank of New York Mellon May 2001 - Present
New York Commodities Exchange October 1992 - April 2001
Education
Iona College 1989 — 1993
BNY Mellon August 2014 - Present
BNY Mellon February 2011 - August 2014
Bank of New York Mellon August 2005 - February 2011
BNY Mellon Wealth Management August 2002 - August 2005
Skills
Financial Services, Relationship Management, Banking, Project Management, Product Management, Product Development, Product Marketing, Asset Management, Mutual Funds, Securities, Equities, Derivatives, Capital Markets, Credit, Bloomberg, Fund Accounting, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Portfolio Management
Education
Grove City College 1996 — 2000
BS Financial Management
Robert Morris University 2001 — 2003
Master of Business Administration (MBA)
JPMorgan Chase May 2013 - March 2014
Goldman Sachs August 2009 - May 2013
Goldman Sachs July 2008 - August 2009
Goldman Sachs June 2007 - August 2007
Bank of New York Mellon September 2006 - May 2007
Goldman Sachs June 2006 - August 2006
Skills
Electronic Trading, Credit Derivatives, Bloomberg Terminal, Trading, Series 7, Series 63, Bonds, Credit Analysis
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Northeast Utilities (Operating comp incl CL&P, NSTAR, PSNH, WMECO,Yankee Gas) July 2013 - November 2013
Valassis January 2007 - April 2013
Mortgage Lenders Network October 2006 - January 2007
ST.PAUL TRAVELERS January 2005 - October 2006
Softscape March 2003 - September 2003
Fidelity Investments January 1998 - November 1999
Bank of New York Mellon July 1997 - December 1997
Prudential Insurance July 1996 - July 1997
SPRINT CORPORATION July 1994 - May 1996
Skills
System Testing, Requirements Analysis, Testing, Quality Assurance, Business Analysis, Requirement..., Requirements Gathering, QA Lead, DB2, User Acceptance Testing, Business Requirements, Business Intelligence, Program Management, Software Documentation, CRM
Education
Framingham State University
Moscow Motor Engineering Institute
M.S, Engineering; Electro-Mechanical Engineering/Computer Science
Richland College
Federal Reserve Bank of Atlanta August 2005 - Present
Bank of New York Mellon 2001 - 2005
Seven Seas Publishing Group 1998 - 2000
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA, Finance
University of Florida 1993 — 1996
BS, Psychology
Oaks Security, Inc 2010 - 2014
Bank of New York Mellon 2001 - 2009
BNY Mellon 1998 - 2001
Skills
Business Analysis, Data Analysis, Financial Analysis, Accounting, Management, Strategic Planning, Risk Management, Analysis, Customer Service, Quality Assurance, Financial Services, Access
Education
Franciscan University of Steubenville
Bachelor of Business Administration
TABB Group May 2014 - Present
Barclays Capital May 2012 - May 2014
SJ Levinson October 2009 - May 2012
Bloomberg September 2006 - October 2009
Credit Suisse Asset Management 1999 - 2007
Bank of New York Mellon 1996 - 1999
Bankers Trust 1993 - 1996
Skills
Electronic Trading, Trading, Equity Trading, Trading Strategies, Trading Systems, Market Structure, Microsoft SQL Server, Bloomberg, Trading System, Fixed Income, Asset Management, Equities, Quantitative Analytics, Investment Banking, Investments, Derivatives, Portfolio Management, TCA, Financial Markets, Equity Derivatives, Hedge Funds, ETFs, Capital Markets, Series 7, Securities, Series 63
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1993
MBA, Finance
Goucher College
Bank of New York Mellon April 2011 - Present
Analytics8 November 2010 - April 2011
Dunn Solutions Group September 2008 - November 2010
Aequicap September 2006 - August 2008
Trax 2006 - 2006
HPC, Inc 2002 - 2006
Grupo Bekesantos 1999 - 2002
Skills
Business Intelligence, Business Objects, Dashboard, Master Data Management, Data Mining, Analytics, Data Integration, ETL, Requirements Analysis, Business Process, Data Modeling, Data Quality, Systems Analysis, Agile Methodologies, Descriptive Analysis, Statistical Inference, Business Analysis, Operational Efficiency, Process Efficiency, Statistical Modeling, Business Requirements, Functional..., Business Objects Data..., Key Performance..., Strategic Planning, SDLC, Business Strategy, Impact Analysis, Technology Planning, Gap Analysis, Data Aggregation, Data Stewardship, Data Analysis, Data Marts, Statistical Reporting, Due Diligence, Profitability Modeling, Agile, Insurance, Banking, Manufacturing, Retail, Pharmaceuticals, Oil, Dashboards, Data Governance, Data Warehouse..., Dimensional Modeling, Process Engineering, Data Migration
Education
General Assembly 2014 — 2015
Product Management
Universidad Nueva Esparta 1995 — 2001
Bachelor of Science
General Assembly
General Assembly
Stevens Institute of Technology
Bank of New York Mellon January 2014 - August 2015
Goldey-Beacom College January 2013 - December 2013
The Home Depot April 2012 - August 2012
TMN Express News August 2010 - December 2011
Dunya TV October 2007 - August 2010
FM 104.6, Campus Radio, University of the Punjab July 2005 - January 2006
Skills
Journalism, Video Editing, Broadcast, Video Production, Social Networking, Storytelling, Microsoft Office, Social Media, Research, Multimedia, Customer Service, Audio Editing, Creative Writing, Media Production, Radio, Copywriting, Market Research, Data Reconciliation, Spreadsheets, Data Analysis, Account Reconciliation, Troubleshooting, Account Management, Financial Analysis, Finance, Financial Accounting, Journal Entries, Final Cut Pro, Adobe Photoshop, Communication, Problem Solving, Stocks, Fund Accounting, Net Asset Value, Portfolio Management, Bloomberg Terminal, Investment Banking, Investments, Financial Statement..., Mutual Funds
Education
Goldey-Beacom College 2012 — 2014
Master of Business Administration (M.B.A.), GPA 3.86
University of the Punjab, Lahore 2004 — 2006
Master of Communication Studies, GPA 3.25
University of the Punjab, Lahore 2001 — 2003
Bachelor's degree, Concentration in Economics and Statistics
Telcordia Technologies January 2001 - Present
Bear Stearns December 1993 - January 2001
Bank of New York Mellon December 1991 - December 1993
Education
Hofstra University 1986 — 1990
BBA, Business Computer Information Systems
Colonia High School 1982 — 1986
Diploma, General
MidOcean Partners July 2009 - Present
Outpost Investment Group December 2008 - July 2009
JD Capital Management February 2005 - November 2008
GlobeOp Financial Services 2004 - 2005
Bank of New York Mellon May 2000 - June 2004
Skills
Due Diligence, Hedge Funds, Credit, Valuation, Accounting, Asset Managment, Financial Modeling, Alternative Investments, Portfolio Management, Investments, Financial Analysis, Equities, Capital Markets
Education
Iona College
Master of Business Administration (MBA), Finance, General
Roberts Wesleyan College
Business Administration
J.P. Morgan August 2013 - Present
Bank of New York Mellon February 2011 - August 2013
Ajilon September 2010 - February 2011
FLSV Fund Administration June 2009 - August 2010
Marcum LLP January 2006 - March 2009
Schwartz & Company, LLP June 2004 - December 2005
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Investran, Accounting, Fund Accounting, GAAP, Financial Audits, Financial Analysis, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Accounting, Management, Finance
Education
Hofstra University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
SAP April 2012 - Present
SAP BusinessObjects February 2006 - April 2012
Bank of New York Mellon June 2008 - December 2008
JPMorgan Chase 2006 - 2008
GMAC January 2004 - February 2005
Hartford Investment Management 2004 - 2005
GE Energy August 2002 - January 2004
Skills
Data Warehousing, Analytics, Business Objects, Business Intelligence, ETL, Web Intelligence, Dashboard, Dimensional Modeling, Data Modeling, Data Integration, Crystal Reports, Master Data Management
Education
University of Bridgeport 2000 — 2002
M.S., Computer Science
Guru Nanak Dev University 1994 — 1998
B. Tech, Computer Science and Engineering
SABIC Capital April 2011 - Present
SABIC Capital November 2009 - May 2011
SABIC Innovative Plastics August 2007 - November 2009
GE February 2006 - August 2007
GE Plastics June 2004 - February 2006
General Electric Co September 2000 - June 2004
Bank of New York Mellon June 1988 - September 2000
Skills
Treasury Management, Treasury, Capital Markets, Hedging, FX Options, Risk Management, Banking, Financial Risk, Cash Flow Forecasting, Finance, Interest Rate Risk..., Accounting
Education
Georgetown University - The McDonough School of Business 1986 — 1988
MBA, Finance
St. Lawrence University 1981 — 1985
BA, French
American School in London 1978 — 1979
Phillips Exeter Academy 1976 — 1978
Bank of New York Mellon May 2003 - August 2008
Menlo Worldwide October 2000 - April 2003
Trane Europe BV January 1998 - September 2000
Education
Webster University 2002 — 2005
MBA, HR Management
Hood College 1992 — 1996
Bachelor of Arts, International Business & French
Université Robert Schuman (Strasbourg III) 1994 — 1995
Institut International d'Etudes Francaises
RBS Citizens March 2011 - Present
Bank of New York Mellon July 2004 - March 2011
Urish, Popeck & Co., LLC October 2004 - April 2005
PNC Financial Services Group July 1999 - June 2004
Mellon Leasing Corporation July 1996 - June 1999
NationsBanc Leasing January 1990 - June 1996
Malin Bergquist & Co June 1987 - December 1989
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Account Reconciliation, Auditing, Budgets, Business Analysis, CPA, Credit, Due Diligence, Finance, Financial Reporting, IT Audit, Internal Audit, Sarbanes-Oxley, Strategic Financial..., Tax, Financial Analysis, Portfolio Management, Financial Planning
Education
Grove City College
BA, Accounting
Robert Morris University
MS, Taxation
Wipro Technologies September 2014 - Present
Genpact Headstrong Capital Markets April 2011 - April 2014
State Street Bank April 2011 - November 2013
CorrectNet 2010 - 2010
CJJ Consulting 2008 - 2010
Bank of New York Mellon 2006 - 2007
JPMorgan Chase 1997 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1997
Morgan Stanley Investment Management 1991 - 1996
Information Builders 1987 - 1991
Skills
Equities, Financial Services, Portfolio Management, Business Analysis, Hedge Funds, Risk Management, Financial Risk, Mutual Funds, Program Management, Investments, PMO, Strategy, Trading, Relationship Management, CRM, Project Delivery, SDLC, Fixed Income
Education
Hofstra University
MA, Computer Science
New York University
BA, Liberal Arts
State University of New York at Stony Brook
Certification, Project Management
StatPro October 2012 - Present
Self Employed March 2010 - September 2012
StatPro, Inc. January 2008 - February 2010
Bank of New York Mellon May 1991 - December 2007
Mellon Analytical Solutions 2004 - 2004
Frank Russell Company 1991 - 1999
Skills
Performance Measurement, Fixed Income, Equities, Investment Management, Investments, Asset Allocation, Portfolio Management, Derivatives, Financial Services, Risk Management, Alternative Investments, Securities, Mutual Funds, Financial Markets, Investment Banking, Corporate Actions, Relationship Management, Analytics, Performance Attribution, Business Analysis, Bonds, Valuation, Market Data, Finance, Bloomberg, Asset Management, Middle Office, Capital Markets, Financial Risk, Financial Modeling, Hedge Funds, Investment Strategies, Bloomberg Terminal
Education
Green River Community College 1989 — 1991
Associates, Accounting
Bank of New York Mellon Senior AnalystBNY MellonJuly 2008 - Present
Education
Franklin Pierce University 2002 — 2004
Bank of New York Mellon April 2004 - Present
Mellon Financial Services June 1994 - March 2004
Mellon Financial February 1990 - May 1994
Mellon Bank June 1982 - January 1990
Skills
Securities, Banking, Strategic Planning, Relationship Management, Business Analysis, Financial Analysis, Risk Management, Project Management, Financial Services, Commercial Banking, Business Strategy, Lockbox, Cash Management, Portfolio Management, Process Improvement, Vendor Management
Education
IUP 1978 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Indiana University of Pennsylvania 1978 — 1982
BS, Marketing/Economics
Bank of New York Mellon 2010 - Present
BNY Mellon June 2008 - December 2010
Starting Early Together, Allegheny County Office of Behavioral Health 2008 - 2008
BNY Mellon August 2005 - April 2007
SET 2007 - 2007
ACS October 2002 - July 2005
Education
Geneva College 2009 — 2011
Masters, Organizational Leadership
Strayer University
Smart Financial Credit Union March 2014 - Present
MetroBank, N.A. March 2007 - March 2014
Bank of New York Mellon October 2006 - March 2007
JPMorgan Chase 1996 - 2006
Skills
Accounting, Finance, Leadership, Management, Cash Management, Financial Analysis, Financial Modeling, Banking, Risk Management, Financial Reporting, Treasury Management, Financial Accounting, Budgets, Process Improvement, Portfolio Management, Credit Risk, Credit Analysis, Financial Services, Analysis, Fixed Income, Mergers, Strategic Financial...
Education
Houston Baptist University 2004 — 2006
MBA
UW-Project Blueprint 2003 — 2003
Class of XXIII, Not-for-profit Board Training
University of Houston
BBA, Accounting
LPL Financial May 2014 - Present
Amom Foundation December 2006 - Present
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo - Wealth Retirement and Trust Technology June 2011 - January 2013
Grameen Bank - Bangladesh April 2012 - August 2012
Bank of America April 2010 - June 2011
Bank of New York Mellon January 2007 - April 2010
Banc of America Securities - Bank of America July 2002 - November 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Banking, Social Business, SQL, SAS Base, Teradata, Bloomberg Terminal, Microsoft Excel, Credit Derivatives, Business Intelligence..., Basel III, CLO, CDO, ABS, Credit Risk, Quantitative Risk...
Education
Walden University 2012 — 2018
Doctor of Philosophy (Ph.D), Organizational Leadership
Harvard University Kennedy School of Government 2008 — 2011
Certificates, SFNO, Financial Stewardship for Non Profit organizations and Leadership as Governance
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master’s Degree, Finance - Financial Engineering, Financial Analysis, Research Analysis, Risk Management, and Quantita
University of St. Thomas 2004 — 2006
MBA, Finance and International Business
University of Dschang 1995 — 1998
Bachelor of Science Degree, Economics and Agribusiness
Investment Banking Institute 2009 — 2009
Certificate, Financial Modeling and Valuation
Bank of New York Mellon September 2010 - Present
Bank of New York Mellon October 2007 - September 2010
Mellon Bank April 1997 - October 2007
Mellon Bank November 1985 - April 1997
Skills
Data Center, Process Improvement, Enterprise Architecture, IP, Integration, Cisco Technologies, Disaster Recovery, Networking, Vendor Management, Project Management, Business Continuity, Network Security, Servers, IT Management, IT Strategy, Active Directory, Business Analysis, ITIL, Information Security..., Unix, VMware, Infrastructure, SDLC, Security, Virtualization, CISSP, Firewalls, Information Security, SharePoint, Windows Server, Network Architecture, Cloud Computing
Education
Geneva College 1979 — 1981
CBIZ September 2014 - Present
CBIZ November 2013 - March 2014
Addison Group 2014 - 2014
Sun Coast Resources, Inc. 2012 - 2012
ExperisNL (Shelf Drilling) 2012 - 2012
Highway Technologies, Inc. 2011 - 2012
Bank of New York Mellon 2006 - 2011
JPMorgan Chase 2000 - 2006
Skills
Financial Modeling, Cash Management, Financial Analysis, Bloomberg, Structured Finance, CDO, Portfolio Management, Credit, Banking, Financial Services, SAP, Oracle J.D. Edwards One, Hyperion
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Houston Community College
21 Upper level Accounting Hours, Accounting
University of Houston
Finance, General
St Thomas High School
Boxerbrand April 2008 - Present
Bank of New York Mellon November 1998 - April 2008
Education
Framingham State University 1991 — 1995
BA, Business
Sysco November 2014 - Present
Rice University November 2008 - Present
Bank of New York Mellon October 2007 - November 2008
Education
Prairie View A&M University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Howard University
BBA, Accounting
City National Bank July 2014 - Present
City National Bank June 2011 - Present
City National Bank - City National Asset Management Inc. May 2010 - June 2011
US Bank March 2009 - February 2010
Bank of New York Mellon May 2005 - February 2010
Bella Vista Retirement April 2001 - March 2006
Bank of America July 1993 - April 2002
Skills
Word, Microsoft Word, Project Management, Financial Analysis, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Process Improvement, Training, Credit, Finance, Commercial Lending, Commercial Banking, Loans, Compliance, Financial Risk, Banking, Management, Retail Banking, Financial Services, Credit Risk, Relationship Management
Education
Fresno City College 1970 — 1973
AA, Business & Marketing
Capital One Bank 2002 - Present
Bank of New York Mellon February 1996 - January 2002
The Chase Manhattan Bank February 1988 - February 1996
Education
Hofstra University 1983 — 1987
BBA, Banking/Finance, English
T Rowe Price March 2005 - Present
Standard & Poor's 2003 - 2005
Bank of New York Mellon 1999 - 2003
Citibank 1998 - 1998
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Portfolio Management, Valuation, Investments, Asset Management, Financial Modeling
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA
Bowie State University
B.S., Business, Economics Concentration
Eleanor Roosevelt H.S.
Elevation LLC January 2010 - Present
GFI Group March 2006 - December 2009
Bank of New York Mellon September 2002 - March 2005
Education
Gettysburg College 1998 — 2002
Business Management
Madison High School 1995 — 1998
Sterling National Bank September 2009 - March 2010
Independent Consultant January 2009 - September 2009
The CIT Group January 2003 - November 2008
Heller Financial 1996 - 2002
Bank of New York Mellon 1987 - 1995
The Chase Manhattan Bank 1980 - 1987
Skills
Credit Analysis, Credit, Loans, Due Diligence, Portfolio Management, E-commerce, Financial Services, Relationship Management, Commercial Lending, Cash Flow, Funding, Asset Based Lending, Retail, Underwriting, Financial Structuring, Distributors, Finance
Education
Hofstra University 1980 — 1989
MBA, Finance & Banking
Wilmington Trust October 2014 - Present
BNY Mellon October 2003 - May 2014
Bank of New York Mellon July 2006 - August 2011
Freddie Mac 2000 - 2003
First Union National Bank 1995 - 2000
Prudential Home Mortgage 1989 - 1995
Skills
Financial Services, Competitive Analysis, Mortgage Banking, Capital Markets, Structured Finance, Securities, Fixed Income, Derivatives, Investments, MBS, Securitization, Mortgage Lending, Finance, Financial Risk, Portfolio Management, Hedge Funds, Valuation, Loans, Risk Management, Bonds, Investor Relations, Asset Management, Due Diligence, Residential Mortgages, Financial Markets, Alternative Investments, Financial Analysis, Banking, Structured Products, Corporate Finance, CMBS, Financial Modeling, Relationship Management, Mergers & Acquisitions, Credit
Education
The George Washington University - School of Business 1989 — 1993
MBA, Finance and Investments
Georgetown University 1981 — 1985
BSBA, Accounting
Citibank 2010 - 2010
JP Morgan March 2006 - January 2009
Bank of New York Mellon January 1996 - March 2006
JP Morgan July 1989 - January 1996
Education
Stony Brook University 2009 — 2009
Certificates in Project Management & Business Analysis
Pace University 1998 — 2000
MBA, Financial Management
Hofstra University 1987 — 1989
BBA, Finance / Banking
SUNY at Farmingdale 1985 — 1987
AS, Liberal Arts
Holiday Inn Express & Suites, s April 2012 - Present
Bank of New York Mellon January 2005 - October 2011
BANK OF NEW YORK MELLON 2005 - 2011
Skills
Series 7, Options, Equities, Reconciliations, Account Reconciliation, FX Options, Risk Management, Asset Management, Derivatives, Fixed Income, Credit, Trade Finance, Corporate Actions, Retail Banking, Banking, Relationship Management, Credit Risk, Finance, Loans, Corporate Finance, Financial Markets, Bloomberg, Portfolio Management, Investments, Commercial Banking, Bonds, Foreign Exchange, Financial Services, Financial Risk, Securities, Mutual Funds, Credit Analysis, Trading
Education
SUNY IT , UTICA 2007 — 2008
MS IN ACCOUNTING [Incomplete], ACCOUNTING AND FINANCE
Gujarat University 1970 — 1977
BS IN ACCOUNTING, BS IN LAW, Accounting and Auditing
State University of New York Institute of Technology at Utica/Rome
Bachelor's degree, Accounting and Finance
Regional Banking Institution - New York New Jersey Connecticut July 2013 - Present
Sterling National Bank July 2003 - July 2013
Bank of New York Mellon April 1996 - January 2002
North Fork Bank (formerly Extebank February 1986 - April 1996
Skills
Portfolio Management, Credit Analysis, Commercial Banking, Asset Based Lending, Leadership, Commercial Lending, Treasury Services, Finance, Credit Risk, Credit, Banking, Loans, Management, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Loan Origination, Financial Analysis
Education
Iona College 1978 — 1982
BBA, Finance
Cardinal Spellman HS 1974 — 1978
Regents Diploma, Mathematics
Citi January 2011 - Present
Florentez Investment Management February 2009 - July 2011
Bank of New York Mellon February 2003 - January 2009
Goldman Sachs 2000 - 2003
Fidelity Investments 1996 - 2000
Republic National Bank 1987 - 1996
Skills
Mutual Funds, Financial Services, Securities, Hedge Funds, Asset Management, Investments, Risk Management, Banking, Relationship Management, Investment Management, Management, Leadership, Asset Managment, Equities
Education
Hofstra University 1981 — 1983
MBA, Finance and Banking
ACS/Cobra Industrial Services August 2012 - Present
Johnson Controls March 2011 - August 2012
Nalco April 2009 - February 2011
Entergy October 2008 - April 2009
Bank of New York Mellon May 2007 - April 2008
Creavit Terram December 2004 - January 2007
Delphi Automotive Systems April 1999 - October 2004
Valeo Engine Cooling 1997 - 1999
Skills
Forecasting, Strategic Planning, Business Strategy, Analysis, Project Management, Financial Analysis, Valuation, Financial Modeling, Business Planning, Accounting, Budgets, Segmentation, Financial Accounting
Education
IESE Business School 1994 — 1996
MBA, BUSINESS
University of California, Los Angeles 1988 — 1991
BA, ECONOMICS
FactSet Research Systems August 2011 - Present
Bank of New York Mellon June 2009 - June 2011
Calvert Foundation 2008 - 2008
Calvert Social Investment Foundation 2008 - 2008
The Underground Cafe 2007 - 2007
Skills
Hedge Funds, Financial Modeling, Business Strategy, Fixed Income, Entrepreneurship, Finance, Corporate Development
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Mathematics and Economic Double Major
DCM, Inc. January 2015 - Present
Total Glass Solutions April 2014 - September 2014
Blankman Group Consulting January 2009 - May 2014
Bank of New York Mellon November 1995 - January 2009
The Chase Manhattan Bank June 1989 - October 1995
Bankers Trust May 1985 - September 1989
Deutsche Bank (aka Bankers Trust) 1985 - 1989
Skills
Process Engineering, Customer Relations, Customer Service, Strategic Planning, Business Planning, Call Center Management, Relationship Management, Call Center, Business Process..., Strategy, Business Development, Leadership, Management, Start-ups, CRM, Outsourcing, Project Management, Negotiation, Budgets, Social Media, Financial Services, Executive Management, Account Management, Networking, Integrated Marketing, New Business Development, Business Analysis, Business Strategy, Finance, Vendor Management, Call Centers, Banking, Cross-functional Team..., E-commerce, Social Networking, Entrepreneurship, Management Consulting, Business Process..., Salesforce.com, Change Management, Securities, Small Business, Product Management, Investments, Team Building, Lead Generation, Analytics, Strategic Partnerships, Competitive Analysis, Risk Management
Education
Franklin & Marshall College 1974 — 1978
BA, Political Science
The Gunnery School 1972 — 1974
High School Diploma
Tegrant Corporation/Tegrant Diversified Brands, Inc. March 2008 - October 2008
Bank of New York Mellon October 2007 - March 2008
Thermo Fisher Scientific March 2007 - October 2007
Fujitsu Consulting (f/n/a Rapidigm Consulting) November 2006 - February 2007
Siemens Water Technologies (f/n/a US Filter) December 2005 - November 2006
ANH Refractories September 2002 - December 2005
First Energy Nuclear Operating Co. (FENOC) September 2000 - March 2002
PPG Industries June 1993 - June 2000
Education
Gannon University 1987 — 2001
BS, Marking and Management
Community College of Beaver County 1993 — 1994
Associates, Accounting
Methfessel & Werbel September 2015 - Present
Superior Court of New Jersey, Monmouth County, Family Division September 2014 - August 2015
Horizon Blue Cross Blue Shield of New Jersey January 2014 - May 2014
Superior court of New Jersey Appellate Division September 2013 - December 2013
Delaware Counsel Group June 2012 - August 2012
Bank of New York Mellon May 2010 - August 2010
BNY Mellon May 2008 - August 2008
Skills
Legal Research, Corporate Law, Legal Writing, Westlaw, Research, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Management
Education
Rutgers University School of Law - Newark 2012 — 2014
Doctor of Law (J.D.), Law
Gettysburg College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
College Year in Athens 2009 — 2009
Spring Semester Abroad
PYWL, LLC 2013 - Present
State Street Corporation 2012 - 2013
Bank of New York Mellon 2010 - 2012
State Street Corporation 2007 - 2009
State Street Corporation 1999 - 2007
First Data Investor Services Group, Inc. 1997 - 1999
First Data Investor Services Group, Inc. 1995 - 1997
The Boston Company 1988 - 1995
Skills
Financial Reporting, Accounting, Fund Accounting, Auditing, Budgeting, Policy/Procedure..., General Ledger..., Regulatory Reporting, Client Service, Variance Analysis, Financial Statements, Account Reconciliation, GAAP, Financial Services, Internal Controls, Budgets
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Accounting
EMC August 2010 - October 2011
Bank of New York Mellon Corporation October 2004 - December 2008
Bank of New York Mellon October 2004 - December 2008
State Street Bank & Trust February 2001 - October 2004
Skills
Salesforce.com, Cloud Computing, Investments, Budgets, SaaS, Bloomberg, Internal Audit, Sales Process, Solution Selling, Financial Statements, Access, Mutual Funds, Auditing, Sales, Direct Sales, Microsoft Word, PowerPoint, Lead Generation, Customer Service, Analysis, Marketing, Enterprise Software, Outlook, Database Administration, Storage, Account Management, Workshop Facilitation, Teamwork, Accounting, Project Planning, Adobe Acrobat, Microsoft Excel
Education
Framingham State University
Bachelor of Science, Business Administration; Finance
Needham High School
Needham High School
Atlantic (USA), Inc. May 2013 - November 2013
Bank of New York Mellon July 2005 - April 2012
Derivatives Portfolio Management 1994 - 2005
Tricon USA 1984 - 1994
Commodities Corporation USA 1979 - 1984
Skills
Equities, Alternative Investments, Hedge Funds, Fund Administration, Fund Accounting, Portfolio Management, Securities, Asset Management, Bloomberg, Derivatives, Fixed Income, Fund Of Funds, Retirement Planning, Investments, FX Options, Risk Management, Mutual Funds, Trading, Asset Allocation, Capital Markets, Strategic Financial..., Retirement, Back Office, Private Equity, Trading Systems, Financial Risk, Options, Prime Brokerage, Financial Services
Education
Gettysburg College 1975 — 1979
Bachelor of Arts (BA)
Gettysburg College
Presidio Bank May 2015 - Present
Citi October 2011 - April 2015
Citigroup March 2005 - August 2010
Cedars Bank March 2002 - March 2005
Bank of New York Mellon August 1998 - September 2001
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, FX Options, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Loans, Management, Marketing Strategy, Portfolio Management, Trading
Education
Georgetown University
MA, Arab Studies--Focus on International Business and 3rd World Economic Development
University of California, Santa Barbara
B.A., History and Political Science
Bank of New York Mellon October 2010 - Present
Citigroup June 1989 - August 2007
Carnelutti and Downs 1985 - 1989
Coudert Brothers 1982 - 1985
US Attorney, Southern District of NY 1977 - 1982
Education
Yale Law School 1970 — 1972
JD, Law
Harvard University 1963 — 1968
AB, History and Literature
WTS Proprietary Trading Group, LLC November 2009 - Present
Bank of New York Mellon August 1999 - December 2008
BNY MELLON SECURITIES August 1999 - December 2008
Mellon Investor Services February 1997 - August 1999
Mellon Investor Services February 1997 - August 1999
Mellon Investor Services December 1995 - January 1997
CHASEMELLON SHAREHOLDER SERVICES December 1995 - January 1997
Education
Howard University 1989 — 1990
Author Jada Pearl January 2000 - Present
Contract Positions March 2012 - Present
Synova April 2008 - March 2012
New Center Communty Mental Health Services May 2007 - April 2008
Bank of New York Mellon 2005 - 2006
Skills
Administrative Support, human resources, Employee Relations, Onboarding, Recruiting, Benefits Administration, New Hire Orientations, Employee Benefits, PeopleSoft, Interviews, Payroll, HRIS, Talent Acquisition, Screening, Applicant Tracking..., HR Policies, Employee Engagement, Workers Compensation, Background Checks, College Recruiting, Taleo, ADP Payroll, FMLA, Personnel Management, Accounts Receivable, Job Descriptions, Labor Relations, Customer Service, Screening Resumes, Workforce Planning, Open Enrollment, Resume Writing, Kronos, SAP HR, Employee Training, Employee Handbooks, Employee Recognition, COBRA, Process Scheduler, Training, Salary, Compensation, Organizational..., Employment Law, Deferred Compensation, Talent Management, Employer Branding, Human Resources
Education
Franklin University 2008 — 2010
Bachelors/Masters, Human Resources
Henry Ford Community College 2005 — 2008
Associates, Administrative and Information mgmt
Bank of New York Mellon
Skills
Capital Markets, Requirements Gathering, Financial Services, Portfolio Management, Project Portfolio..., Fixed Income, SDLC, Financial Analysis, Risk Management, Mutual Funds, Software Project..., Business Analysis, Requirements Analysis, PMO, Equities, Management
Education
Harvard University 1984 — 1988
Bachelor of Arts, Economics
Bank of New York Mellon July 2005 - August 2009
Mellon Financial December 1998 - July 2005
Mellon Bank April 1997 - December 1998
Mellon Bank May 1993 - April 1997
The Boston Company April 1990 - May 1993
State Street 1984 - 1990
Skills
Global Custody, Back Office, Corporate Actions, Securities, Mutual Funds, Fund Accounting, Asset Management, Trading Systems, Banking, Investment Banking, Risk Management, FX Options, Cash Management, Fixed Income, SWIFT payments, Management, Financial Risk, Business Analysis, Trading
Education
Gujarat University
B S in Commerce, Accouting and Economics
Bank of America June 2011 - Present
Business Management Solutions, NY 2007 - Present
Business Management Solutions December 2006 - Present
Eileen Claman Inc 2004 - 2010
Eileen Claman Inc 2004 - 2010
Eileen Claman Inc 2004 - 2010
Key Bank April 2005 - May 2006
Bank of New York Mellon August 1991 - March 2005
NatWest Bank August 1988 - August 1991
NatWest Bank August 1988 - August 1991
Skills
Management, Leadership
Education
Indiana University Bloomington 1974 — 1978
BA, Business Management, Marketing, Accounting
Bank of New York Mellon 2001 - 2003
Emisphere Technologies, Tarrytown NY 2000 - 2001
Avon Products 1999 - 2000
Entex 1996 - 1999
Skills
IT Management, Project Management, Account Management, HRIS, Performance Management, Employee Relations, Technical Recruiting, Disaster Recovery, Active Directory, Lotus Notes, •Windows Operating..., QuickBooks, MS Project, Ms. Exchange, Adobe Photoshop, Windows & Mac operating..., Customer Service, Microsoft Office, LAN-WAN, Social Media, Backup Adminstration, Business Analysis, Training and Development, Marketing & Promotions
Education
Iona College 1998 — 1999
MBA, Information and Decision Technology Management
Iona College 1992 — 1996
Bachelors of Science, Management Information Systems
Memorial Sloan Kettering Cancer Center December 2014 - Present
Varian Medical Systems March 2014 - November 2014
Smartech Systems Inc. August 2010 - March 2014
Bank of New York Mellon December 2009 - August 2010
General Electric, John F. Welch Technology Center, Bangalore, India January 2008 - April 2008
Education
Syracuse University 2008 — 2010
Master of Science
Gujarat University 2004 — 2008
B.E
Bank of New York Mellon
Skills
DB2, SDLC, Change Management, Accounts Payable, SQL, Requirements Analysis, IT Strategy, Requirements Gathering, Software Project..., Business Process..., Business Analysis, Data Warehousing, Vendor Management, PMO
Education
Indiana University of Pennsylvania 1982 — 1986
Bachelor of Science (B.S.), Accounting and Management Information
Met Life October 2011 - Present
IIBA 2008 - 2015
Wall Street Technology Association (WSTA) 2008 - 2015
Wall Street Technology Association (WSTA) 2008 - 2015
Wall Street Technology Association (WSTA) 2008 - 2015
Rotary Club of Wall Street 2011 - 2012
Bank of New York Mellon October 1989 - October 2011
United Technologies June 1990 - October 1993
Skills
Vendor Management, Equities, Portfolio Management, Risk Management, IT Strategy, Disaster Recovery, Financial Services, Banking, SDLC, Project Management, Business Analysis, Project Portfolio..., Program Management, SaaS, Asset Managment, PMO, Analysis, Outsourcing
Education
Stevens Institute of Technology 2011 — 2014
Ph.D, Technology Management
S.U.N.Y. Stonybrook
Certificate, Project Management
Stevens Institute of Technology
M.I.S., Information Systems
Stevens Institute of Technology
Certificate, IT for Financial Services
New York University
Certificate, Advanced Information Technologies
Hofstra University
M.S.C.S., Computer Science
LIU Post
M.B.A., Finance
Hofstra University
B.S.C.S., Computer Science
Stevens Institute of Technology
B.S.E.E., Electrical Engineering
Dalton Investments March 2012 - Present
Bank of New York Mellon November 2007 - March 2012
State Street Bank 2006 - 2007
Fidelity Investments 2005 - 2005
American Express June 2003 - August 2003
Skills
Investments, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Fund Administration, Fund Accounting, Equities, Alternative Investments, Bloomberg, Asset Management, Securities, Asset Allocation, Mutual Funds, Financial Services, Finance, Financial Reporting, Equity Research, Investment Strategies, Trading, Bonds, Investment Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Scholastica
Consulant January 2010 - Present
Bank of New York Mellon (previously Mellon Financial Services May 2007 - January 2010
Bank of New York Mellon January 2000 - January 2007
Bank of New York Mellon January 1996 - January 2000
Mosely Securities 1981 - 1987
Education
Finance Orientation
B.S, Management Information System
Fordham University
M.B.A, Finance, General
Project Management Institute
PMP (Project Management Professional)
BNY Mellon September 2013 - Present
BNY Mellon October 2010 - September 2013
Bank of New York Mellon March 2008 - October 2010
Fiserv Lending Solutions March 2003 - December 2007
Skills
Financial Services, Risk Management, Banking, Business Analysis, Bloomberg, Process Improvement, Customer Service, Finance, Project Management, Microsoft Office, Leadership, Portfolio Management, Management, Microsoft Excel
Education
Point Park University 2008 — 2010
MBA, Business Administration and Management, General
Indiana University of Pennsylvania 1997 — 2002
Managment Information Systems, Management Information Systems, General
Community Bank December 2010 - Present
Bank of New York Mellon January 1993 - April 2010
Education
Iona College
Bachelor, Accounting
US Family Health Plan / Steward Health Care June 2013 - Present
Steward Health Care October 2011 - June 2013
Steward Health Care April 2010 - October 2011
Bank of New York Mellon January 2008 - March 2010
Everett Public Schools August 2004 - December 2007
Skills
Finance, Financial Analysis, Bank Reconciliation, Budget Monitoring, Managerial Finance, Access, Budgets, Data Analysis, Microsoft Excel, Analysis, Accounting, Process Improvement, Account Reconciliation
Education
Framingham State University 2000 — 2004
Bachelor of Science, Business Administration
Bank of New York Mellon August 1993 - 2011
Education
Hofstra University 1990 — 1994
BBA, Business Computer Information Systems
Bank of America March 2006 - Present
Bank of New York Mellon December 2002 - March 2006
JP Morgan Chase August 1990 - May 2002
Skills
Internal Audit, Banking, Auditing, Risk Assessment, Financial Services, Operational Risk, Fixed Income, AML
Education
Iona College 1986 — 1990
BBA, Accounting
ING Investment Management 2008 - Present
SunTrust Bank September 2005 - October 2008
Credit Suisse September 2000 - August 2003
Bank of New York Mellon 1998 - 2000
Skills
Fixed Income, Sarbanes-Oxley Act, Risk Management, Operational Risk, Derivatives, Financial Reporting, Auditing, Capital Markets, Internal Controls, Financial Risk, Internal Audit, Business Requirements, Financial Analysis, Asset Management, Portfolio Management
Education
Howard University
MBA, Finance
State University of New York College at Old Westbury
Bank of New York Mellon June 2005 - Present
Pittsburgh Mack Sales & Service April 2004 - June 2005
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Internal Controls, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Auditing, Variance Analysis, Cash Management, Financial Statements, Microsoft Excel, Customer Service, Management, Strategic Planning, Finance, Process Improvement, PowerPoint, Sales, Financial Services, Banking
Education
Gannon University 1999 — 2003
Major: Communications Minor: Business Administration
United Bank for Africa Trade Monitoring, SARs, Alerts, OFAC cases/Sanctions, Develop Policies and ProceduresAnti-MoneyFebruary 2008 - January 2015
Bank of New York Mellon January 2008 - September 2012
The Bank of New York Mellon January 2008 - September 2012
BNY Mellon 2008 - 2012
MacKay Shields LLC May 2005 - June 2007
Alliance Capital Management January 1998 - May 2005
Ladas & Parry October 1997 - December 1997
Law Practice June 1997 - September 1997
Skills
Auditing, Finance, Software Documentation, Internal Audit, Management, Process Improvement, Leadership, Securities, Policy, Quality Assurance, Accounting, Program Management, Insurance, Accounts Payable, Investments, KYC, OFAC, Corporate Law, Invoicing, Private Investigations
Education
Fordham University School of Law 2003 — 2005
S.Corporate; LL.M, Banking & Finance
London Guildhall University, London U.K 1993 — 1995
Common Professional Examination, Law
University of Ghana 1987 — 1990
BA, Law & Sociology
Bank of New York Mellon 1995 - Present
Education
Robert Morris University 1998 — 2001
MBA, Finance
Indiana University of Pennsylvania 1990 — 1995
BS, Accounting
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Bank of New York Mellon June 2007 - Present
Education
Framingham State College 2003 — 2007
Bank of New York Mellon
Skills
Fund Accounting
Education
Goldey Beacom College 2005 — 2007
Master of Business Administration (MBA), Finance Management, 3.92