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
Duff & Phelps February 2015 - Present
Generational Equity, LLC. May 2013 - January 2015
Optimum Re Insurance Company February 2012 - May 2013
Bank of New York Mellon April 2011 - April 2012
Bank of New York Mellon October 2010 - April 2011
Telvista October 2009 - June 2010
Skills
Data Analysis, Microsoft Excel, Accounting, Reinsurance, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Managerial Finance, Finance, Financial Modeling, Financial Risk, Risk Management, Business Analysis, Customer Service, Business Valuation, DCF Valuation, Financial Statements, Enterprise Valuation, Auditing, Valuation, Account Reconciliation, Strategy, Leadership, Portfolio Management, Financial Services, Management, Business Strategy, Investments, Internal Controls, Financial Statement..., Bloomberg Terminal, Strategic Financial..., Analysis, Private Equity, Investment Banking, Bloomberg, Credit Analysis, Mergers & Acquisitions, Securities, Equities, Cash Management, Capital IQ
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (M.S.), Finance
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (B.S.), Accounting
The University of Texas at Dallas - School of Management 2009 — 2012
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2006 — 2008
Montgomery College 2003 — 2006
AS, Electrical Engineering
M&T Bank February 2013 - Present
Sovereign Bank October 2006 - February 2013
Bank of New York Mellon January 2004 - October 2006
Global Crossing December 2000 - August 2003
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Banking, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Consumer Lending, Portfolio Management, Cross Selling
Education
Monmouth University 1990 — 1992
BS, Business
Guggenheim Partners April 2015 - Present
Guggenheim Partners October 2013 - March 2015
Bank of New York Mellon June 2011 - October 2013
Skills
Bloomberg, Fixed Income, Leadership, Securities, Valuation, Asset Management, Financial Analysis, Investments, Microsoft Excel, PowerPoint
Education
Michigan State University 2007 — 2011
Finance
Eli Broad College of Business
Degree, Finance
Neuqua Valley High School
Fortune 500 Mutual Fund Company December 2000 - Present
Data Treasury April 2000 - November 2000
Fiduciary Trust International March 1999 - April 2000
Bank of New York Mellon November 1996 - March 1999
Commerzbank A.G November 1995 - November 1996
Bank of New York Mellon June 1988 - October 1995
Skills
Risk Management, System Administration, Security, Information Security, Disaster Recovery, Vendor Management, Data Center, Sarbanes-Oxley Act, Management, IT Operations, Risk Assessment, Software Documentation, Information Technology, Business Continuity, Change Management, IT Management, SaaS, IT Strategy, Enterprise Risk..., Process Improvement, Governance, Program Management, ITIL, Financial Services, IT Audit, SDLC, Network Security, Business Analysis, Enterprise Architecture, Technical Support, Leadership, Cloud Computing, Business Intelligence, CISSP, Information Security...
Education
New York Institute of Technology-Old Westbury 1997 — 2001
Philadelphia University February 2015 - Present
Independent Sports Professional 2002 - Present
Saint Louis University July 2011 - February 2015
Saint Louis University September 2012 - May 2013
Michigan State University Department of Residence Life August 2009 - May 2011
Michigan State University Residence Life Restorative Justice Committee August 2009 - May 2011
Michigan State University Career Services Network January 2010 - May 2010
Bank of New York Mellon April 2009 - August 2009
EDS an HP Company August 2006 - May 2008
Michigan State University Office of Racial Ethnic Student Affairs August 2003 - May 2005
Skills
Higher Education, Public Speaking, Event Planning, Research, Community Outreach, Student Affairs, Program Development, Non-profits, Microsoft Office, Fundraising, Career Development, Teaching, Student Development, PowerPoint, Staff Development, Microsoft Excel, Leadership Development, Customer Service, Data Analysis, Leadership, Conflict Resolution, Career Counseling, Recruiting, Student Leadership, Nonprofits, Interviews, Residence Life, Administration, Volunteer Management, Event Management, Grant Writing, Resume Writing, Higher Education..., Diversity Training, Team Building, Student Recruiting
Education
Michigan State University 2009 — 2011
Master of Arts, Student Affairs Administration
Michigan State University 2001 — 2005
Bachelor of Arts, Finance
Twitter January 2015 - Present
LinkedIn September 2013 - January 2015
Patch.com, AOL. September 2012 - August 2013
Google June 2011 - August 2011
Bank of New York Mellon May 2010 - August 2010
Skills
Online Advertising, Microsoft Excel, Social Media Marketing, DART Sales Manager, Salesforce.com, Project Management, RFP, Data Analysis, SQL, Visual Basic, Macro, PowerPoint, Internet Marketing, Marketing, Market Research, Microsoft Office, Public Speaking, Social Media, Training, Social Networking, Advertising, Economics, Qualitative Research, Analysis, Writing, Business Development, Event Planning, New Media, Excel, Sales, Microsoft Word, Press Releases, Public Relations, Stand-up Comedy, Word, Blogging, CRM, STATA, Humor
Education
University of Pennsylvania 2009 — 2012
Bachelor of Arts, Economics, African Studies(minor)
New York University 2008 — 2009
College of Arts and Sciences
Decagon Advisors LLC June 2015 - Present
Chancellor's Parent Advisory Council (CPAC) July 2013 - Present
Protocol Capital Management LLC July 2011 - July 2012
IAM Research LLC June 2010 - July 2011
Bank of New York Mellon 2000 - 2010
Skills
Investment Management, Leadership, Asset Management, Education Policy, Equities, Fundraising, Private Equity, Investments, Alternative Investments
Education
Teachers College of Columbia University
Graduate Coursework in Education Policy
State University of New York
Graduate Certificate, Community Advocacy (Social and Public Policy)
New York University
BA, Politics
Bronx High School of Science
Citi August 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited January 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited April 2013 - Present
Bank of New York Mellon December 2010 - April 2013
YMCA of Greater New York May 2009 - December 2010
ALaS Consulting, LLC June 2008 - September 2008
Deutsche Bank February 2007 - February 2008
Accent International Recruiting Group October 2005 - January 2007
YMCA of Greater Houston September 2003 - August 2005
Skills
Microsoft Office, Oracle Applications, PeopleSoft, Taleo, Staff Development, Data Analysis, Mediation, Human Resources, Recruiting, Business Strategy, Employee Relations, Talent Acquisition, Talent Management, Organizational..., Training, Performance Management, Change Management, Personnel Management, Leadership, CRM, Management, Program Management, Sourcing, Coaching
Education
New York University 2009 — 2011
MS, Human Resource Management and Development
Texas State University-San Marcos 1999 — 2003
BA, Communication Studies & Spanish
Recycle Track Systems May 2015 - Present
Cater2.me October 2013 - May 2015
Elite Apps September 2011 - November 2013
Raza Trade LLC December 2011 - October 2013
Chatfe Inc. November 2010 - September 2011
Merrill Lynch November 2007 - April 2011
Bank of New York Mellon October 2006 - November 2007
Bridge Financial Group May 2005 - October 2006
Skills
Product Development, Entrepreneurship, Product Management, Analytics, Project Management, E-commerce, E-commerce Optimization, E-commerce Consulting, Online Business..., Business Strategy, Online Marketing..., E-commerce SEO, Marketing Strategy, Social Media, Equities, Customer Relations, Financial Analysis, Excel, New Business Development, Operational Excellence, Lean Software..., Agile Application..., Digital Product..., Online Business..., Objective-C, Business Analysis, Start-ups, Management, Business Development, Marketing, Leadership, Customer Service, Microsoft Excel
Education
Wagner College 2001 — 2005
B.S.
New York University 2010 — 2010
SCPS
OppenheimerFunds February 2015 - Present
OppenheimerFunds February 2013 - February 2015
Artio Global Investors April 2012 - February 2013
Artio Global Investors April 2010 - April 2012
Bank of New York Mellon August 2007 - March 2010
Skills
Bloomberg, Mutual Funds, Fund Accounting, SQL, VBA, Equities, Charles River IMS, Mark to Market, Fixed Income, Eagle PACE, Investments, Data Analysis, Business Analysis, SharePoint, Securities, Hedge Funds, Corporate Actions, Derivatives, Bloomberg Terminal, Asset Management, Data Management
Education
Monmouth University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance Concentration
Bank of New York Mellon September 2000 - Present
Lehman Brothers 1998 - September 2000
Merrill Lynch February 1997 - September 1998
Morgan Stanley Dean Witter January 1996 - February 1997
PR Newswire March 1994 - January 1996
Skills
Information Security, SDLC, Disaster Recovery, Unix, Enterprise Architecture, Solaris, Perl, Unix Shell Scripting, IT Strategy, Cloud Computing, Netcool, AIX, Data Center, Virtualization, HP-UX, BMC Remedy, Vendor Management, Security, Infrastructure, Sybase, Business Continuity, Financial Services, Trading Systems
Education
New Jersey Institute of Technology 1992 — 1995
MS, Computer Science
New Jersey Institute of Technology 1989 — 1992
Bachelor of Science (BS), Electrical Engineering
HSBC April 2012 - Present
New York ComicCon 2013 - 2013
Barclays Capital October 2010 - March 2012
Banco Estado de Chile May 2007 - May 2010
Israel Discount Bank of New York July 2006 - April 2007
Israel Discount Bank of New York April 2006 - June 2006
Isreal Discount Bank of New York September 2000 - April 2006
Bank of New York Mellon October 1998 - August 2000
Skills
Internal Controls, AML, Internal Audit, Audit, Risk Management, Sanctions, OFAC, Communications, Liaison, Team Leadership, Hardwork, Determination, Enthusiasm, Motivation, Volunteer, Auditing, Management, Sanction, USA PATRIOT Act, Sarbanes-Oxley Act, Operational Risk, Credit Risk, Fraud, Regulations, KYC, Basel II, Finance, Enterprise Risk..., Analysis, Investment Banking, Due Diligence, CISA, Financial Risk, IT Audit, External Audit, Financial Services, Accounting, Operational Risk..., Banking, Risk Assessment, Corporate Governance, Retail Banking, Loans, Bank Secrecy Act, Forensic Accounting, Capital Markets, Financial Audits, Financial Institutions, Hedge Funds, Financial Analysis
Education
New Jersey City University 1990 — 1995
BS, Accounting & Finance
PwC LLP, Promontory Risk Review LLC, UBS Wealth Management Americas November 2014 - July 2015
Deutsche Bank Trust Company Americas February 2014 - October 2014
JPMC, AmStock, K2 Intelligence, and National Bank of Kuwait October 2012 - November 2013
MORGAN STANLEY SMITH BARNEY April 2011 - September 2011
THE GARDEN AT ST. ANN’S CHURCH June 2009 - September 2010
NEW YORK JUNIOR LEAGUE January 2005 - 2010
BANK OF NEW YORK MELLON August 2007 - January 2008
EMIGRANT COMMERCIAL MORTGAGE CORP. April 2007 - June 2007
LEHMAN BROTHERS November 2006 - March 2007
DEUTSCHE BANK February 2006 - September 2006
Education
New York University 1999 — 2001
Paralegal Certificate, Paralegal Studies
Westminster College (PA) 1980 — 1984
BA, Political Science
MorphoTrust USA January 2014 - Present
MorphoTrust USA™ March 2011 - December 2013
Bank of New York Mellon September 2007 - March 2011
NORTHSTAR TECHNOLOGIES April 2006 - September 2007
BOSTON COACH January 2005 - February 2006
MKS Instruments June 2004 - January 2005
Skills
Process Improvement, Accounts Receivable, Invoicing, Account Reconciliation, General Ledger, Microsoft Office, Customer Service, Accounting, Microsoft Excel, Analysis, Management, Troubleshooting
Education
University of Massachusetts at Lowell 2002 — 2004
Bachelor's Degree, Management & Finance
Middlesex Community College 1998 — 2002
Associate's Degree, Business Management
Lowell High School 1995 — 1998
Bank of New York Mellon May 2000 - Present
Skills
Bloomberg, Trading Systems, Technical Support, Market Data, System Monitoring, Information Systems, Access, Active Directory, Asset Management, Bonds, Business Analysis, Capital Markets, Collateral Management, Commodity, Corporate Actions, Credit Derivatives, Derivatives, Disaster Recovery, Electronic Trading, Emerging Markets, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Markets, Financial Risk, Financial Services, Fixed Income, Foreign Exchange, Hedge Funds, IT Operations, Interest Rate..., Investment Banking, Investments, Low Latency, Market Risk, Middle Office, Mutual Funds, Options, Prime Brokerage, Reference Data, Risk Management, Securities, Trading, Structured Products, Software Documentation, Series 7
Education
San Fernando Technical Institute 1978 — 1982
Engineering
NYU
Bank of New York Mellon November 2007 - Present
UBS Wealth Management April 2006 - December 2007
JP Morgan Chase 2005 - 2006
Prudential Financial 2000 - 2005
Grand Wailea Resort Hotel & Spa 1994 - 1995
Skills
ITIL, Business Analysis, IT Strategy, Business Process..., Project Management, Disaster Recovery, Vendor Management, Service Catalog, SDLC, Project Portfolio..., IT Management, IT Service Management, Risk Management, Governance, Program Management, Process Improvement, Enterprise Architecture
Education
The Chubb Institute 1998 — 2000
Programming, Business Computing and MVS
Montclair State University 1980 — 1982
Assoc, Business / Sociology
North Bergen High School 1974 — 1978
bank of new york mellon May 1997 - Present
Lehman Brothers May 1994 - May 1997
Vertex Business Systems November 1988 - May 1994
Merrill Lynch March 1987 - November 1988
Skills
Fixed Income, Equities, Banking, Derivatives, Securities, Global Custody, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, FX Options, Trading Systems, Trading, Financial Markets, Financial Risk, Risk Management, Investment Banking, Interest Rate..., Hedge Funds, Market Risk
Education
MIT Sloan School of Management
Master of Business Administration (M.B.A.), Finance, General
USGTF September 2011 - Present
Bank of New York Mellon 2007 - Present
Pershing LLC 1999 - Present
Livingston Chinese School, Inc. September 2005 - June 2012
Bloomfield College September 1998 - June 1999
Clesceri Associates, inc April 1996 - April 1998
US National Research Council - Fellowship 1994 - 1996
Rensselaer Polytechnic Institute September 1988 - May 1994
Chi Zen Institute for Advanced Learning July 1986 - August 1988
National Cheng Kung University September 1984 - June 1986
Skills
Series 7, Call Center, ITIL, Java, Risk Management, Business Continuity, Product Management, Process Engineering, Process Improvement, Outsourcing, Program Management, Strategic Planning, Product Development, Team Building, Business Analysis, Customer Relations, Data Center Migration, Network Routing and..., Licensed Golf Teaching..., Management of..., Teaching, Data Center, System Administration, Customer Service, Security, IT Management, Enterprise Software, Project Management, Vendor Management, Enterprise Architecture, IT Strategy, Financial Services, PMO, SDLC, Strategy, Governance, Project Portfolio..., Disaster Recovery, Integration, Securities, Executive Management, Infrastructure, Trading Systems, Software Project..., Business Process..., Fixed Income, PMP, Information Technology, Analysis, Leadership
Education
Rensselaer Polytechnic Institute 1989 — 1993
Doctor, Civil and Environmental Engineer
National Cheng Kung University 1984 — 1986
Master, Hydraulics and Ocean Engineer
National Cheng Kung University 1980 — 1984
Bachelor, Hydraulics and Ocean Engineering
Seeking a new career opportunity February 2015 - Present
Bank of New York Mellon May 2002 - January 2014
Capgemini July 2000 - May 2002
Skills
Software Project..., SOA, Solution Architecture, Business Analysis, SDLC, Requirements Analysis, DB2, Quality Assurance, Agile Methodologies, Requirements Gathering, Business Requirements, Visio, Leadership, Management, User Acceptance Testing, Vendor Management, Outsourcing, Data Modeling, Business Process..., PMP, Business Intelligence, IT Strategy, Project Portfolio..., Project Delivery
Education
National Institute of Technology Calicut 1996 — 2000
Bachelor of Technology (B.Tech.), Architectural Engineering
Bank of New York Mellon 1986 - July 2009
The Bank of New York 1986 - 1995
Education
University at Albany, SUNY 1975 — 1977
B.S., Mathematics/Computer Science
Nassau Community College 1973 — 1975
A.A., Liberal Arts/Mathematics
SGT Technology and Business Consulting April 2012 - Present
Cathedral Corporation August 2008 - April 2012
Bank of New York Mellon August 1997 - August 2008
Savings Bank of Utica October 1989 - August 1997
General Electric December 1984 - October 1989
Skills
Business Analysis, Project Management, Management, SDLC, IT Management, Process Improvement, Information Technology, Business Development, Program Management, Team Building, SQL, Requirements Analysis, Banking, Executive Management, Analysis, Windows, Strategic Planning, Budgets, Recruiting, Operations Management, Relationship Management, Service Level Management, Software Quality..., Instructor-led Training, Executive Reporting, Information Security..., Software Development..., Coaching Staff, Technology Integration, Data Integration
Education
American Banker's Association 1991 — 1991
Executive Business Banking School
Utica College 1984 — 1989
BS, Computer Science
Mohawk Valley Community College 1982 — 1984
AAS, Computer Science
PricewaterhouseCoopers September 2014 - Present
Outlook Point November 2013 - September 2014
Capco January 2012 - January 2013
Bank of New York Mellon December 1996 - November 2010
New Jersey Turnpike Authority October 1992 - December 1996
Skills
IT Risk Management, Risk IT Architecture, Vendor Management, Program Management, SDLC, IT Governance, Strategic Technology..., Credit Risk, Market Risk, Risk Management, Derivatives, Risk, FX, Team Building, SOA, Governance, @Risk, Financial Risk, Operational Risk, Data Warehousing, FX Options, Trading, Integration, Enterprise Architecture, Enterprise Risk..., Portfolio Management, Banking, Trading Systems, Software Development, Fixed Income, Strategy, Valuation, Credit Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Financial Markets, Financial Services, Basel II, Equities, Hedge Funds, Market Data, Interest Rate..., Options, Middle Office, Quantitative Finance, Swaps, Back Office, Structured Products, Operational Risk...
Education
Stevens Institute of Technology 1996 — 1998
MS, Executive Technology Management
Montclair State University 1985 — 1988
BS, Computer Science
Control Data Institute 1981 — 1982
IT Certification, Software Design and Programming
Bank of New York Mellon July 2007 - May 2009
Mellon Financial Corporation February 1988 - June 2007
Bank of Montreal 1970 - 1988
Education
Institute of Canadian Bankers 1973 — 1979
Fellow
McGill University
Bachelor of Commerce
eDelta Consulting February 2009 - Present
LBBW, New York 2012 - 2013
Franklin Templeton Investments September 2001 - January 2009
Fiduciary Trust Company International (FTCI) 1999 - 2001
Bank of New York Mellon September 1993 - September 1999
Skills
Network Security, Security Assessments, Database Security, SOX, Security Audits, Security, Compliance, CISSP, Analysis, Business Continuity, Business Process, CISA, Computer Security, Data Security, Disaster Recovery, Enterprise Software, ISO 27001, IT Audit, IT Strategy, Incident Response, Policy, Information Security, Penetration Testing, Vendor Management, SDLC, Project Management, Security Architecture..., Sarbanes-Oxley Act, Vulnerability Assessment, Risk Assessment, Process Improvement, Security Policy, Risk Management, SAS70, Training, Unix, Technical Training, Networking
Education
New York Institute of Technology 1980 — 1983
BS (Psychology, Mathemeatics) AAS (Architecture)
New York Institute of Technology-Old Westbury 1980 — 1983
MS
Amazon Web Services March 2014 - Present
Bank of New York Mellon August 2013 - February 2014
Alliant Technologies August 2012 - August 2013
Alliant Technologies May 2012 - August 2012
New Jersey Institute of Technology November 2011 - June 2012
Ramco Systems December 2010 - January 2011
Skills
Cisco Technologies, OSPF, CCNA, Routing, C++, Linux, Windows, Networking, Microsoft Office, Windows Server, Switches, BGP, ITIL v3 Foundations..., C, HTML, EIGRP, Cisco UCS, Routers, Cisco Routers, NetApp, Embedded Systems, VMware Infrastructure, Data Center, Cisco Nexus, Hadoop, Riverbed, Amazon Web Services..., Microsoft Exchange, Active Directory, Citrix, Autotask, Cisco 1800, Nexus 7k, IP Multicast, SNMP, IPv6, Python, Juniper Switches, Netscaler
Education
University of Washington 2015 — 2015
Certification, Programming in Python, A
New Jersey Institute of Technology 2011 — 2013
Master Of Science, EE (Computer Networks), 3.62
Shanmugha Arts, Science, Technology and Research Academy 2007 — 2011
Bachelor of Technology (BTech), Tech Electronics and Communication Engineering; Mining
Federal Home Loan Bank of New York September 2013 - Present
Federal Home Loan Bank of New York June 2012 - September 2013
Federal Home Loan Bank of New York March 2008 - June 2012
Federal Home Loan Bank of New York September 2007 - March 2008
EXPRESS 2005 - 2008
Re:Sources September 2006 - January 2007
Bank of New York Mellon June 2006 - August 2006
Bear Stearns May 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Team Leadership, Customer Service, Loans, Sales, Visio, MS Project, Project Management, Software Documentation, Outlook, Process Improvement, Data Analysis
Education
New Jersey City University
BS, Finance & Management
Saint Peter's University 2005 — 2007
Business Admin.
New Jersey City University
UPRR, LLC May 2007 - Present
Philip J Corso Self Employed October 2003 - Present
Satis August 2011 - October 2011
Bova Actor's Workshop June 2011 - August 2011
Bank of New York Mellon December 2007 - January 2008
Gino's Pizzeria & Restaurant February 2006 - September 2006
Skills
HTML, Photoshop, Word, Excel, PowerPoint, General Technological..., Team Oriented, Fast Learner, Being, The Internet, All of it, Social Media, Microsoft Excel, Microsoft Word, Team-oriented, Social Networking, Microsoft Office, Customer Service, Acting, Facebook, Entertainment
Education
Montclair State University 2007 — 2011
BFA, Acting
St. Peter's Preparatory High School 2003 — 2007
Harleysville Insurance February 2013 - Present
TrueAction, A GSI Commerce Company December 2011 - January 2013
Bank of New York Mellon July 2010 - July 2011
PNC Managed Investments March 2006 - July 2010
PFPC / ADVISORport, Inc January 2003 - April 2006
PFPC / ADVISORport, Inc January 2001 - January 2003
Prudential January 1998 - January 2001
Skills
Series 7, Portfolio Management, Business Analysis, Mutual Funds, Financial Services, SDLC, SQL, Microsoft SQL Server, Agile Methodologies, Data Warehousing, Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, Vendor Management, Visio
Education
Marywood University 1993 — 1997
Bachelor of Science, Business Finance
Archon Group August 2006 - December 2011
Prudential Asset Resources January 2005 - August 2006
Bank of New York Mellon June 2004 - December 2004
Sayaji Iron and Engineering, PVT LTD August 2002 - September 2003
Asea Brown Boveri (Pvt.) Ltd. December 2001 - May 2002
Business Research Limited September 2000 - September 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, Outlook, Lotus Notes, Peachtree, Access, SQL Reporting, Oracle Reporting, Loan management system, TMLS, Strategy, Cassiopea, Loan Connect, SharePoint, Asset Managment, Due Diligence, Construction Loans, Non performing loans, Financial Analysis, Financial Reporting, Lease Negotiations, Ratio Analysis, Multi Tasking, Commercial Real Estate, Commercial Lending, Foreclosures, Loans, Asset Management, Management, Analysis, SSRS, Loan Servicing, Oracle Reports, Real Estate, Real Estate Economics, Real Estate Financing, Ratios, Finance, Portfolio Management
Education
Middlesex University 2000 — 2002
Master of Business Administration (MBA), Finance, General
APTECH-Affiliation of Cambridge University 2000 — 2001
Diploma in Computer Studies, Computer Science
Sardar Patel University 1998 — 2000
BBA, Accounting and Finance
Navrachana Higher Secondry School 1993 — 1998
BNY Mellon April 2014 - Present
Bank of Tokyo-Mitsubishi UFJ July 2011 - April 2014
Bank of New York Mellon January 2011 - June 2011
TechnoDyne LLC January 2011 - May 2011
TechnoDyne University January 2011 - May 2011
ICON Central Laboratories July 2002 - December 2010
Bond Technologies December 1997 - June 2002
Skills
Information Security, Business Continuity, Security, ISO 27001, Vulnerability Assessment, Vulnerability Management, CISA, CISM, IT Audit, Security Awareness, Disaster Recovery, Risk Assessment, Governance, Information Security..., Risk Management, Computer Security, Information Technology, Data Security, Data Center, COBIT, SAS70, Business Continuity..., Security Architecture..., Business Process..., Computer Forensics, Sarbanes-Oxley Act, NIST, Compliance, Security Audits, Application Security, SDLC, Risk Monitoring, BS25999, FFIEC, OWASP, FISMA, Information Security..., Network Auditing, IT Risk, Risk Measurement, Compliance Assessment, IS Governance, IT Governance, Risk Mitigation, SOX, Cyber Security, Compliance Audits, Security Assessments, Third Party Vendor..., Vendor Contracts
Education
New York Institute of Technology-Old Westbury 1995 — 1997
Information Systems
Bank of New York Mellon 2006 - Present
Lava Trading Inc 2005 - 2006
EBS January 1993 - 2005
Skills
FX Options, Electronic Trading, Market Data, Trading Systems, Financial Markets, Derivatives, Fixed Income, Trading, Capital Markets, Investment Banking, Commodity, Prime Brokerage, Hedge Funds, Financial Services, Equities, Banking, Foreign Exchange, Swaps, Options, FX trading
Education
New York University
MS
University of North Carolina at Chapel Hill
BS, Physics
WG Enloe
MUFG Americas 2013 - 2014
MUFG Americas 2013 - 2014
Bank of New York Mellon December 2008 - February 2009
Citigroup February 2007 - October 2008
JP Morgan Chase December 1997 - December 2005
Track Data Corporation 1994 - 1996
Bell Labs 1982 - 1994
Education
New York University 1978 — 1982
BA, Computer Applications & Info Systems
Bronx High School of Science 1974 — 1978
Regents Diploma
PMI PMP
PMP, Project Management
Stevens Institute of Technology
MS CS, Computer Science
Plante Moran January 2012 - Present
United Bank & Trust August 2006 - January 2012
Bank of New York Mellon October 2001 - August 2006
Charles Schwab September 1999 - October 2001
Skills
Tactical Asset..., Investment Strategies, Alternative Investments, Bloomberg Terminal, Morningstar
Education
Rollins College - Crummer Graduate School of Business 2003 — 2006
Master's in Business Administration, Finance
Michigan State University 1992 — 1997
Bachelor of Arts, International Relations
American Express July 2014 - Present
Bank of New York Mellon October 2008 - June 2014
Deloitte & Touche LLP October 2003 - October 2008
Skills
Sarbanes-Oxley Act, US GAAP, SEC filings, Financial Reporting, Internal Controls, Banking, Finance, IFRS, Financial Analysis, Auditing, Financial Audits, GAAP, Financial Accounting, Financial Modeling, Managerial Finance, Corporate Finance, Audit
Education
Montclair State University
B.S, Accounting
BlackRock June 2014 - Present
Bank of New York Mellon June 2013 - May 2014
Pharmaceutics International Inc. July 2011 - September 2011
UC Berkeley Cesar Chevaz Center April 2010 - May 2011
Lawrence Hall of Science 2009 - 2010
Skills
JavaScript, Perl, Java, XML, SDLC, C++, Python, SQL
Education
University of California, Berkeley 2007 — 2011
BA, Mathematics, Information Systems
New York University 2011 — 2013
MS, Computer Science
SourceHOV Business Communication Services August 2011 - Present
Bank of America March 2013 - Present
Bank of America March 2012 - March 2013
Bank of New York Mellon December 2007 - February 2011
American Red Cross September 2007 - December 2007
Georgia Department of Revenue July 2007 - October 2007
Bank of America October 1995 - April 2007
Skills
Banking, Customer Service, Accounting, Time Management, Call Centers, Teamwork, Typing, Microsoft Word, Microsoft Excel, Word Processing, Data Entry, Mailroom Operations, Scanners, Cashiering, Pharmacy
Education
Morris Brown College 1985 — 1986
None, Business Administration
Atlanta Metropolitan College 1983 — 1984
Accounting
NXT Capital August 2013 - Present
Bank of New York Mellon March 2010 - August 2013
MarkIVBrokerage July 2009 - December 2010
Skills
Attention To Detail, Customer Relations, Excel, Word, Financial Reporting, Structured Finance, Corporate Finance, Team Oriented, Punctual, Critical Thinking, Political Philosophy, Financial Analysis, Reconciliation, Team-oriented, Treasury Analyst, Microsoft Excel, Financial Modeling, Account Reconciliation, Microsoft Word, Credit, Customer Service, Management, Portfolio Management, Financial Markets
Education
Michigan State University 2004 — 2008
BA, Political Theory and Constitutional Democracy
Staff IT, Inc October 2014 - Present
Blue Chip Auto Glass January 2014 - September 2014
Accountemps June 2013 - June 2013
Bank of New York Mellon October 2000 - September 2012
Bank of New York March 1988 - October 2000
Skills
Lotus Notes, GL, PeopleSoft, Financial Reporting, General Ledger, Banking, Financial Services, Accounting, Records Management, DRM, Microsoft Office, nVision, Journal Entries, Mergers & Acquisitions, Hyperion Enterprise, Finance, Analysis
Education
Nassau Community College 1996 — 1999
Associated in Applied Science (AAS) Degree, Computer Information System (CIS), 3.0
BNY Mellon 2006 - 2010
Bank of New York Mellon 2002 - 2006
Bank of New York 1997 - 2002
Chemical Bank/JP Morgan 1995 - 1996
Manufacturers Hanover Trust Company 1984 - 1994
Skills
Asset Managment, Commercial Mortgages, Loans, Relationship Management, Real Estate, Capital Markets, Portfolio Management, Banking, Credit, Asset Management, Due Diligence, Corporate Finance, Private Banking, Investments, Underwriting, Fixed Income, Risk Management, Commercial Banking, Investment Banking, Real Estate Economics, Financial Modeling, Securities, Mortgage Lending, Valuation, Financial Risk, Financial Services, Credit Risk, Financial Analysis, Finance, Structured Finance, Analysis, Credit Analysis, Financial Structuring, Commercial Lending, Wealth Management, Real Estate Financing, Derivatives, Debt Restructuring, AML, Credit Cards
Education
New York University 2010 — 2010
Certificate
New York University 1996 — 1996
Certificate
Other
Queens College
American Stock Transfer & Trust Co LLC March 2010 - Present
American Stock Transfer & Trust Co LLC 2010 - 2011
Bank of New York Mellon October 2003 - January 2009
Bank of New York Mellon 1975 - 2009
The Bank of New York 1996 - 2003
Skills
Business Analysis, PMP, SDLC, TSO, CICS, Mainframe, Relationship Management, Data Center, Outsourcing, Vendor Management
Education
New York University
VALIC August 2012 - June 2015
Merrill Lynch November 2010 - June 2012
Crossroads Downtown Partnership January 2011 - March 2012
Sun Trust Banks December 2007 - December 2009
Wachovia November 1988 - October 2007
Middlesex County Regional Chamber of Commerce June 2004 - June 2007
State of New Jersey January 2004 - May 2007
Bank of New York Mellon May 1978 - June 1988
Marine Midland Bank 1984 - 1986
Chemical Bank June 1973 - May 1985
Skills
Credit, New Business Development, Leadership, Investments, Commercial Lending, Banking, Finance, Business Development, Loans, Credit Analysis, Financial Analysis, Risk Management, Business, Strategic Financial..., Mergers & Acquisitions, Small Business, Portfolio Management, Coaching, Networking, Customer Service, Mortgage Lending, Insurance, Marketing, Wealth Management, Time Management, Small Business Lending, Financial Services, Executive Management, Retirement Planning, Business Planning, Investment Advisory, Mutual Funds, Management, Estate Planning, Cash Management, Series 7, Financial Advisory, Asset Management, Relationship Management, Securities, Funding, Commercial Banking, Underwriting, Asset Allocation, Series 63, Financial Risk, Retirement, Consumer Lending, Financial Planners, Loan Origination
Education
Methodist University 1968 — 1973
BA, Econ/Fin
CMIT Solutions of Southern Westchester March 2009 - Present
BNI Genesis Chapter 2011 - 2011
Bank of New York Mellon 2006 - 2008
Mellon Bank 2006 - 2008
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 2005 - 2006
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 2004 - 2005
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 1998 - 2004
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 1996 - 1998
Skills
Credit, Banking, Risk Management, Strategic Planning, Relationship Management, Credit Analysis, Business Development, New Business Development, Financial Analysis, Vendor Management, Business Strategy, Investments, Financial Services, Portfolio Management, Mergers, Business Analysis, Commercial Banking, Capital Markets, Project Management, Team Building, E-commerce, Treasury Management, Forecasting, Management, Outsourcing, Program Management, Underwriting, Private Equity, Cloud Computing, Mergers & Acquisitions, Derivatives, Financial Risk, Strategy, Managed Services, Management Consulting, Corporate Finance, Start-ups, Sales, CRM, Finance, Entrepreneurship, Sales Management, Leadership, Networking, IT Strategy, Information Technology, Disaster Recovery, IT Management, IT Service Management, IT Operations
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, Finance and International Business
New York University 1973 — 1976
BFA, Film and Television
Fordham Preparatory School 1971 — 1973
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
PanAgora Asset Management October 2014 - Present
Bank of New York Mellon July 2008 - October 2014
Putnam Investments November 2006 - May 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Leadership, Financial Services, Mutual Funds, Microsoft Excel, Internal Controls, Bloomberg, Financial Modeling, Account Reconciliation, Investments, Access, Risk Management, Equities, Asset Management, Fixed Income
Education
University of Massachusetts Boston 2010 — 2012
Master of Science, Finance
Merrimack College 2004 — 2008
Bachelor's Degree, Accounting
Bank of New York Mellon August 2009 - Present
H&R Block January 2015 - April 2015
H&R Block January 2014 - April 2014
Middle Tennessee State University: CUSTOMS May 2008 - July 2009
Skills
Collaborative Problem..., Open-minded, Flexible Working, Highly Analytical, Highly Adaptable, Listening Skills, Stress Reduction, Conflict Resolution, Outstanding Customer..., Fast Learning, ITIL, Oracle SQL, Visual Studio, PL/SQL, HTML, ASP.NET, Visual C#, Microsoft Office, Operating Model Design, Visio, Lotus Notes, ERD, Windows, Typing, Customer Service, Analysis, Business Analysis, Management, Microsoft Excel, Leadership, Software Documentation, Public Speaking, Access
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance, 3.8
The Bank of New York Mellon January 2004 - Present
Bank of New York Mellon September 2000 - January 2004
Mellon Financial Corporation August 1999 - August 2000
FEC Mortgage Corp. February 1996 - August 1999
Abbey Financial Corporation January 1992 - May 1994
Fleet Bank September 1990 - January 1992
Lowell Institution For Savings June 1985 - September 1989
Skills
Fixed Income, Cash Management, Investments, Global Custody, Banking, Loans, Mutual Funds, Mortgage Lending, Asset Management, Securities, Risk Management
Education
Merrimack College 1981 — 1985
Bachelor of Business Administration (BBA)
TUDOR INVESTMENT CORPORATION February 2014 - Present
J.P. Morgan June 2013 - January 2014
J.P. Morgan June 2012 - August 2012
Bank of New York Mellon June 2011 - August 2011
Cohen & Steers Capital Management March 2011 - May 2011
Legg Mason Global Asset Management September 2010 - December 2010
Bank of America Merrill Lynch May 2010 - August 2010
Briggs Inc May 2010 - August 2010
Skills
Bloomberg, Valuation, Investment Banking, Financial Modeling, Bloomberg Terminal, Marketing, Due Diligence, Mandarin, Fixed Income, Equities, Capital Markets, Hedge Funds, Alternative Investments, Emerging Markets, Equity Research
Education
New York University 2009 — 2013
Bachelor of Arts, Economics
Shanghai American School 2005 — 2009
Hong Kong International School 2002 — 2005
TD June 2014 - Present
Empire Wealth Strategies July 2013 - July 2014
National Life Insurance Company January 2008 - June 2013
New York Life Insurance Company August 2005 - January 2008
HSBC July 2004 - April 2005
Bank of New York Mellon 2000 - 2004
S & C Agency, Inc 1990 - 1998
Skills
Insurance, Finance, Employee Benefits, Life Insurance, Estate Planning, Fixed Annuities, Financial Advisory, Risk Management, Financial Services, 401k Rollovers, Retirement, Investment Advisory, Health Insurance, Investments, 401k, Banking, Disability Insurance, FINRA, Financial Planners, Financial Planning, Long-term Care, Mutual Funds, Retirement Planning, Securities, Small Business, Strategic Financial..., Wealth, Wealth Management
Education
New York University 1989 — 1989
Paralegal Certificate, Paralegal Studies
St. Lawrence University 1985 — 1989
BA, Sociology
Bank Of New York Mellon 2010 - Present
XTG, LLC 2003 - December 2010
Financial Systems Architects 1999 - 2002
IISA Software 1998 - 1999
Concept & Production Services 1975 - 1998
Skills
Requirements Gathering, Requirements Analysis, Business Analysis
Education
Temple University
Graduate Studies in Communications
Michigan State University 1966 — 1970
BA, Communications
Bank of New York Mellon June 2007 - Present
Education
Monmouth University 2002 — 2006
Accounting
Bank of New York Mellon August 2002 - Present
Prudential Insurance November 1997 - August 2002
CNA January 1996 - July 1997
Continental Insurance May 1989 - December 1995
Equitable 1972 - 1988
Skills
Employee Benefits, Payroll, Process Improvement, Data Conversion, PeopleSoft, HRIS, Business Analysis, Pensions, Human Resources, Requirements Analysis, SDLC, Deferred Compensation, Financial Services, Software Documentation, Vendor Management, Requirements Gathering, Risk Management, Business Process...
Education
Montclair State University 1973 — 1974
Statistics
New Jersey City University 1967 — 1971
BA, Mathematics
Cliffside Park High School 1963 — 1967
Academic
FINANCE GUY, LLC November 1989 - Present
Eller Energy Management, Inc August 1979 - September 1989
King Faisal Foundation-al Dir'iyyah Energy Institute February 1981 - September 1984
Gulf Oil March 1972 - May 1979
Gulf Consumer Services Company July 1975 - August 1976
Bank of New York Mellon September 1964 - March 1971
Skills
Positive-Spirit Filled..., Private Equity Funding..., Innovation Management, Strategic Growth Process, Published Author, Social Media Marketing, Change Leadership, Self Starter, Survival Analysis, Energy Planning, Corporate Finance, Financial Modeling, Persistence, Passionate, Energy Management, Mergers & Acquisitions, Renewable Energy, Fuel Cells, Venture Capital, Investment Banking, Corporate Management, Saudi Arabia, Middle East, Cross-Functional Team..., Special Projects, Strategic Planning, Project Management, Finance, Program Management, Management, Cross-functional Team..., New Business Development, Mergers, Energy, Entrepreneurship, Strategy, Business Development, Analysis, Change Management, Product Development, Start-ups, Management Consulting, Business Strategy, Risk Management, Private Equity, Due Diligence, Budgets, Investments, Valuation, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1980
Summer, Strategic Planning Studies Program
University of Pittsburgh 1971 — 1972
Masters in Public Administration
Penn State University 1959 — 1964
Bachelor of Science, Finance, Money and Banking
Procter & Gamble July 2013 - Present
Procter and Gamble June 2011 - June 2013
Georgia Institute of Technology - College of Management January 2011 - May 2011
Procter & Gamble May 2010 - August 2010
Southern Friends Carwash May 2002 - August 2009
Bank of New York Mellon May 2001 - August 2001
Heatcraft Worldwide Refrigeration May 1998 - August 2000
Skills
Product Marketing, Brand Development, Business Planning, Market Analysis, Go-to-market Strategy, Cross-functional Team..., Entrepreneurship, Business Strategy, Strategy, Management, Marketing, Leadership, Business Development
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2011
Masters, MBA
WHU – Otto Beisheim School of Management 2010 — 2010
MBA Summer Institute
Morehouse College 1998 — 2002
BA, Business Management and Spanish
Universidad de Granada 2000 — 2000
Intensive Spanish
Wells Fargo Advisors, LLC February 2013 - Present
PNC Investments January 2010 - February 2013
Prudential Investments October 1987 - February 2009
Bank of New York Mellon September 1986 - October 1987
Skills
Investments, Insurance, Alternative Investments, 401k, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Concentrated Stock..., Multigenerational...
Education
Montclair State University 1982 — 1987
BA, Economics
Nuance Communications June 2013 - Present
Tweddle Group Technologies January 2010 - May 2013
Continental Data Graphics (Contractor with Rylem,LLC) July 2009 - December 2009
Bank of New York Mellon March 1999 - February 2009
Frank Russell Company, Tacoma, WA August 1998 - 1999
Boeing Fabrication Division, Auburn, WA October 1997 - August 1998
Computer Resources International, Bellevue, WA April 1997 - October 1997
Boeing Commercial Airplanes, Greater Seattle Area, WA June 1985 - April 1997
Allen-Bradley, Bozeman, MT August 1984 - May 1985
Skills
Web Services, JavaScript, Java, XML, AJAX, C#, JSP, Spring, HTML, XSLT, JSON, ASP.NET, Hibernate, Servlets, Mobile Applications, Spring Framework, User Interface
Education
Montana State University-Bozeman
B.S., Computer Science
Bloomberg LP May 2015 - Present
UBS Wealth Management April 2013 - Present
Bank of New York Mellon September 2010 - April 2013
Traxi LLC 2009 - 2010
Skills
Bloomberg, Financial Services, Fixed Income, Microsoft Office, PowerPoint, Financial Reporting, Customer Service, Lotus Notes, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Time Management, Teamwork, Finance, Risk Management, Process Improvement, Training, Accounting, Alternative Investments, Banking, Financial Modeling
Education
Moravian College 2006 — 2010
BA, Finance
Bank of New York Mellon March 2009 - Present
Bank of New York Mellon December 2006 - Present
Skills
Fund Accounting, Cash Management, Mutual Funds, Equities, Analysis, Microsoft Excel, Portfolio Management, Microsoft Word, Risk Management, Banking
Education
New York University 2003 — 2006
B.A., Economics
JPM Chase May 2012 - Present
JPMorgan Chase 2011 - 2014
Bank of New York Mellon January 2009 - May 2012
YMCA Retirement Fund April 2006 - April 2007
Merrill Lynch June 1995 - June 2001
Skills
Business Process Mapping, Testing, Requirements Analysis, SDLC, Project Management, User Acceptance Testing, Change Management, Quality Center, Quality Assurance, Management, SQL, Test Planning, Software Project..., Requirements Gathering, Derivatives
Education
New Jersey Institute of Technology 1974 — 1978
BSEE, Control system & computer science
Bank of New York Mellon 2011 - Present
BNY Mellon March 2007 - July 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 2002 - 2006
Mellon Bank June 1998 - January 2002
Mellon Bank September 1994 - June 1998
Skills
Business Analysis, Portfolio Management, Vendor Management, Management, SDLC, Mutual Funds, Financial Services, Banking, Business Process, Requirements Analysis, Process Improvement, Training, PMP, Risk Management, Workshop Facilitation, Analysis, Requirements Gathering, Change Management, Business Process..., Business Requirements
Education
Merrimack College 1990 — 1994
Bachelor of Science in Business Administration, Accounting and Finance
Bank of New York Mellon 2002 - Present
Telcordia Technologies 1997 - 2002
Telcordia Technologies 1988 - 1997
Crum & Forster 1983 - 1986
Food Fair Stores 1980 - 1983
Skills
IT Audit, Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Information Security, Risk Assessment, Enterprise Risk..., Process Improvement, Finance, COSO, Financial Services, Operational Risk..., Sarbanes-Oxley, Operational Risk, Security, SAS70, Risk Management, Change Management, Financial Reporting, Audit, Compliance, Financial Analysis, Fraud, SOX 404, Financial Accounting, Accounting, PCI DSS, Business Process..., Risk, Corporate Governance, Business Continuity, GAAP
Education
Middlesex County College
Bank of New York Mellon June 1996 - Present
Bank of New York Mellon 1996 - Present
BNY Mellon 1996 - Present
Pershing LLC, An affiliate of The Bank of New York Mellon 1996 - 2004
Pershing LLC 1998 - 2003
Skills
Disaster Recovery, Vendor Management, Cloud Computing, IT Service Management, Virtualization, Business Continuity, IT Management, Business Analysis, ITIL, Risk Management, Enterprise Architecture, IT Strategy, Data Center, Security, SDLC, Information Security, Governance, Infrastructure, PMP, IT Operations, Outsourcing, Network Security, Information Technology, Information Security..., Project Portfolio..., CISSP, Enterprise Software, Servers, System Deployment, Incident Management, Unix, SaaS, Service Delivery, PMO, Project Delivery, Financial Services, Integration, Business Process, Professional Services, Business Process..., Solution Architecture, Program Management, Service Management, Cisco Technologies
Education
Polytechnic University 1995 — 1997
Master's of Science, Telecommunications and Computing Management
Seton Hall University
BA, Political Science
BNY Mellon February 2015 - Present
BNY Mellon July 2013 - Present
Bank of New York Mellon March 2007 - July 2013
The Bank of New York January 2004 - February 2007
The Bank Of New York December 1999 - December 2003
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, FX Options, Bonds, Trading, Currency, Global Macro, Investments, Foreign Exchange, Alternative Investments, Business Development
Education
New York University
Mba
New York University, Stern School of Business
BS/MBA, Finance Int'l Business
The Hartford January 2008 - Present
Bank of New York Mellon August 2007 - January 2008
The Hartford February 2006 - August 2007
Accenture July 2004 - August 2006
Fidelity Information Services July 1999 - July 2004
Education
Mississippi State University - College of Business and Industry
St. Bernadette Catholic Church November 2007 - Present
Bank of New York Mellon July 2007 - April 2012
Investors Bank & Trust September 2005 - July 2007
Skills
Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Customer Service, Outlook, Budgets, Public Speaking, Analysis, Access, Team Building, Financial Analysis
Education
Merrimack College 2001 — 2005
Monsignor Bonner High School 1997 — 2001
Marcum LLP September 2013 - Present
Marcum LLP September 2012 - September 2013
Bank of New York Mellon November 1998 - September 2012
Pershing 1998 - September 2012
iNautix Technologies November 1998 - June 2007
IBM Global Services 1997 - 1998
Instinet Corporation 1996 - 1997
Skills
Virtualization, Project Management, IT Management, Data Center, Business Continuity, Information Security..., VMware, IT Service Management, Citrix, Disaster Recovery, SAN, Servers, Active Directory, Cloud Computing, ITIL, IT Strategy, Windows Server, Microsoft Exchange, Integration, Citrix Metaframe, Enterprise Architecture, Hardware, Infrastructure, IT Operations, Hyper-V, Unix, Enterprise Software, vSphere, VDI, Operating Systems, IIS, Microsoft SQL Server, Network Administration, Networking, NAS, Linux, NetApp, Organizational..., Change Management, Storage Area Networks, VMware ESX, Storage, Xen, Security, Windows, Server Administration, Solaris
Education
BS, Information Systems Management
New York University
Certificate, Unix Systems Management
TD December 2012 - May 2014
NYC Omega Black College Tour 2012 - 2014
NYC Omega Black College Tour 2012 - 2014
Citi Group January 2011 - October 2011
Bank of New York Mellon 2005 - February 2011
Thomson Financial March 2005 - June 2005
Deutsche Bank 2002 - 2005
Credit Suisse First Boston 2000 - 2002
UBS 1996 - 2000
Prudential Financial 1988 - 1996
Skills
Team Building, Interpersonal Leadership, Analytics, Operations Management, Financial Analysis, Social Skills, Analytic Thinking, Cash Management, Financial Reporting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Accounting, Strategic Financial..., Managerial Finance, Banking, Financial Accounting, Risk Management, Corporate Finance, Strategic Planning, Account Reconciliation, Budgets, Project Management, Management, Process Improvement, Due Diligence, Finance, Variance Analysis, Mergers & Acquisitions, Forecasting, Analysis, Internal Audit, GAAP, Financial Services, Investments, Executive Management, Business Strategy, Portfolio Management, General Ledger, Cash Flow, Asset Management, Credit, SAP, Financial Risk, Auditing, Treasury Management, Accruals, Investment Banking, Financial Statements, Fixed Assets
Education
New York Institute of Technology-Old Westbury 1982 — 1990
Bachelor of Science, Accounting
New York Institute of Technology 1982 — 1987
Bachelor of Science (BS), Accounting and Finance
New York City Department of Health and Mental Hygiene March 2012 - Present
Quill January 2012 - March 2012
Wells Fargo July 2010 - January 2012
Bank of New York Mellon May 2009 - July 2010
JetBlue Airways December 2008 - May 2009
The New York Times June 2008 - November 2008
Astoria Federal Savings 2006 - 2007
JPMorgan Chase 2000 - 2004
Chase Manhattan Corporation 1992 - 2004
Skills
Vendor Management, Business Analysis, Data Center, Integration, Project Portfolio..., SharePoint, IT Strategy, Visio, Cloud Computing, PMO, SDLC, Access, Security, Disaster Recovery, Enterprise Architecture, Active Directory, Solution Architecture, IT Management, VMware, Servers, IT Service Management, Software Documentation, SQL, Service Delivery
Education
New York Institute of Technology-Old Westbury 1988 — 1989
None, Mechanical Engineering
Citi September 2015 - Present
JPMorgan Chase April 2013 - Present
Bank of New York-Pershing June 2012 - March 2013
Bank of New York Mellon May 2009 - June 2012
Merrill Lynch May 2003 - January 2009
Merrill Lynch 2004 - 2009
Merrill Lynch 1996 - 1997
Skills
Banking, AML, Risk Assessment, Capital Markets, Equities, Financial Services, Accounting, Due Diligence, Corporate Governance
Education
Monmouth University
Master of Business Administration (MBA), Finance
The College of New Jersey
Bachelor of Arts (B.A.), Political Science and Government
Bank of New York Mellon August 2010 - Present
Bank of New York Mellon 2009 - Present
The Bank of New York August 1999 - August 2010
Skills
Endeavor, DB2, Quality Center, COBOL, Mainframe, CICS, JCL, VSAM, Banking, XML, Requirements Analysis, Requirements Gathering, CVS, Management, SDLC, JSP, Weblogic, Xpediter, Struts, JDBC, Web Services, Fileaid, CMM, CMF, Software Project..., International Project..., IT Risk Management, Business Continuity, Disaster Recovery, Data Security
Education
Pace University 2006 — 2009
Master of Science, Software Design and Architecture
Chubb Institute 1996 — 1997
Certificate in mainframe programming
Moscow Technical University of Communications and Informatics (MTUCI) 1974 — 1980
undergraduate, Telecommunication
Home Point Capital October 2014 - Present
Wetzel Trott January 2013 - October 2014
Bank of New York Mellon October 2009 - December 2012
ABN AMRO May 2006 - May 2008
ABN AMRO 1992 - May 2008
Citi Mortgage 1992 - May 2008
ABN Amro Mortgage Group 1992 - 2008
First Horizon October 2004 - May 2006
InterFirst 1992 - 2006
ABN AMRO May 2004 - October 2004
Skills
Start-ups, Management, Change Management, Six Sigma, Strategy, Selling, Leadership, CRM, Process Improvement, Risk Management, Sales, Business Planning, Finance, Loan Origination, Training, Banking, Operations Management, Process Engineering, Strategic Planning, Customer Service, Underwriting, Mortgage Banking, Loans, SDLC
Education
Michigan State University 1987 — 1991
BA, English
Bank of New York Mellon May 2006 - Present
Computer Associates September 2001 - May 2006
Fujitsu Consulting Services September 2000 - August 2001
AT&T January 1999 - September 2000
Philips Consumer Communications January 1998 - January 1999
AT&T May 1997 - January 1998
Precision Graphics Inc., Raritan, New Jersey June 1991 - May 1997
Skills
SDLC, Requirements Analysis, SQL, Financial Services, Software Project..., Agile Methodologies, Business Analysis, Enterprise Architecture, Requirements Gathering, Unix, Vendor Management, Visio, Market Data, Sybase, Agile Project Management, IT Strategy, Project Management, Integration, Data Warehousing
Education
New Jersey Institute of Technology
Electronics Engineering Technology
Bank of New York Mellon January 2006 - Present
Education
Monmouth University 1998 — 2003
Steven Winter Associates January 2010 - Present
whitney group July 2004 - September 2008
Bank of New York Mellon January 2001 - June 2004
Education
New York University 1990 — 1994
American Express 2008 - Present
Dow Jones March 2012 - June 2012
Bank of New York 1991 - 2007
bank of new york mellon 1991 - 2007
Skills
Corporate Actions, CICS, DB2, Visio, Back Office, Fixed Income, Securities, SAS, Equities, Transaction Processing, Derivatives, Business Analysis, Risk Management, Data Analysis, Unix, Bonds, Management Consulting, Capital Markets, Compliance, Conversions, SWIFT, Sybase, Data Mapping, User Acceptance Testing, Business Requirements, Requirements Gathering, Systems Analysis, Credit Cards, Banking, CMM, Quality Center, Relational Databases, Project Management, American Depository..., Analtics for Business..., Datawarehouse, Data Warehousing
Education
New Jersey Institute of Technology 1993 — 1998
Master, Management
New Jersey Institute of Technology, Newark, NJ
University of Madras, Chennai, India, MS in Computer Science
TNPT
TNPT
Standard Chartered Bank February 2015 - Present
Citi May 2013 - February 2015
American Express January 2009 - April 2013
Bank of New York Mellon July 2007 - January 2009
Citigroup 2001 - 2007
JPMorgan Chase 1981 - 2000
Deloitte 1975 - 1981
Skills
AML and Compliance Audit, Compliance Risk..., Third Party Oversight, AML, Risk Management, Operational Risk, Financial Risk, Enterprise Risk..., Banking, Corporate Finance, Due Diligence, Analysis, Auditing, Credit Analysis, Credit Cards, Finance, Financial Services, Fraud, Governance, Internal Audit, Credit Risk, Internal Controls, Investment Banking, Management, Anti Money Laundering, Bank Secrecy Act, Financial Regulation, KYC, Mergers, IT Audit, Operational Risk..., Policy, Program Management, Risk Assessment, Securities, Training, OFAC
Education
McGill University
Graduate Diploma in Public Accountancy, Accounting
swap execution facility March 2011 - Present
Hildebrandt Baker Robbins August 2009 - February 2011
New York Mercantile Exchange April 1996 - January 2009
Bank of New York Mellon 1986 - 1996
Skills
Mergers, Securities, Corporate Law, Risk Management, Hedge Funds, Mergers & Acquisitions, Commercial Litigation, Litigation, Legal Writing, Derivatives, Litigation Support, Arbitration, Financial Services, Corporate Governance, Trading, Dodd-Frank
Education
Mount Holyoke College
BA, History
Pace University School of Law
JD
BNY Alternative Investments LLC 2005 - Present
The Bank of New York 2005 - Present
Bank of New York Mellon May 1995 - Present
Bank of New York Mellon May 1995 - May 2005
Skills
Mutual Funds, Trading Systems, Financial Analysis, Hedge Funds, Financial Modeling, Asset Allocation, Fund Administration, Equities, Alternative Investments, Fund Of Funds, Capital Markets, Financial Risk, Investments, Asset Managment, Relationship Management, Asset Management, Series 7, Fixed Income, Risk Management, Investment Banking, Prime Brokerage, Back Office, Management, Financial Services, Securities, Portfolio Management, Valuation, Bonds, Financial Markets, Trading, Derivatives, Banking, Private Equity, Investment Management, Bloomberg, Corporate Actions, Fund Accounting
Education
Mercyhurst University 1988 — 1992
Client Instant Access, LLC August 2010 - Present
Bank of New York Mellon January 2003 - August 2010
Skills
Management, Financial Services, Portfolio Management, Law Enforcement..., Risk Management, Business Strategy, Telecommunications, Video Conferencing, CRM, IT Strategy, Dialers, VoIP, Audio Conferencing, Executive Management, Mergers
Education
Montclair State University 1998 — 2003
Valley Forge Military Academy & College 1995 — 1998
Accounting and Finance
Elsevier November 2014 - Present
Macmillan September 2011 - October 2014
Horizon Blue Cross Blue Shield of New Jersey 2004 - October 2011
JCDecaux 1999 - 2004
Republic National Bank 1995 - 1998
Bantam Doubleday Dell 1990 - 1995
Bank of New York Mellon 1987 - 1990
Skills
Silverpop, Access VBA, Salesforce.com, Business Requirements, VBA, Agile Methodologies, Business Intelligence, Salesforce.com..., Certified Scrum Product..., JIRA, Business Analysis
Education
New Jersey Institute of Technology
Masters, Computer Science
State University of New York at Albany 1980 — 1984
Bachelor of Science, Computer Science and Applied Mathematics
Bronx High School of Science 1976 — 1980
IBM November 2011 - Present
IBM 2007 - November 2011
IGF (IBM Global Financing) 2007 - November 2011
IBM Global Financing June 2005 - November 2011
Grand lux Realty, Inc. 2008 - 2011
IBM Global Financing May 2003 - May 2005
Bank of New York Mellon 1994 - 1996
Bank of New York Mellon 1994 - 1996
Skills
Lotus Notes, Business Analysis, Program Management, Negotiation, Business Development, Project Management, Solution Selling, Team Leadership, Finance, Process Improvement, Cross-functional Team..., Customer Satisfaction, Management, Sales, Business Process..., Vendor Management, Leadership, IT Strategy, Outsourcing, Strategy, Business Process, Cloud Computing, Enterprise Software, Project Portfolio..., PMP
Education
Mercy College 2009 — 2010
BS, Organizational Leadership
Purchase College, SUNY 1991 — 1993
Westchester Community College 1989 — 1991
AAS, Liberal Arts, Social Science, Math and Science
Harrison High School 1985 — 1989
VMS, Inc. January 2014 - Present
Computershare January 2012 - June 2013
Bank of New York Mellon 2000 - December 2011
Skills
Financial Services, Business Analysis, Securities, Risk Management, Vendor Management, Relationship Management, Equities, Process Improvement, Project Management, SDLC, Program Management, Banking, Project Portfolio..., Change Management, Financial Analysis, Business Process..., Requirements Analysis, Microsoft Excel, Requirements Gathering, Mergers & Acquisitions, Corporate Actions, Business Process, Outsourcing, Options, PMO, Business Requirements
Education
State University of New York College at Oneonta 1986 — 1988
Bachelor of Science Degree in Business Economics
Nassau Community College 1982 — 1985
Business Economics
New York Cloud Systems, LLC 2015 - Present
Preston Center of Compassion 2013 - Present
PMI Westchester Chapter December 2009 - Present
Morgan Stanley February 2012 - May 2012
Columbia Business School March 2011 - January 2012
Women’s Network for a Sustainable Future September 2009 - May 2011
Kaminer Informatics January 2008 - March 2011
Bank of New York Mellon January 2006 - September 2007
JPMorgan Chase May 2004 - June 2005
TIAA-CREF 2000 - 2003
Skills
Project Management, PMP, Process Improvement, Risk Management, Stakeholder Management, MS Project, Integration, Software Documentation, Project Planning, Analysis, Leadership, Management, Program Management, Team Leadership, Public Speaking, Vendor Relations, PMO, Infrastructure, SharePoint, Microsoft Project, Collaborative Leadership
Education
Pace University 2008 — 2008
PMP Certification Prep
New York University 1990 — 1991
Certificate, Systems Programming
Franconia College
BA
Bank of New York Mellon July 1995 - Present
Bank of America January 1991 - August 1995
Skills
Teacher, Managerial
Education
Marywood University
BS, Education
Marywood University
Master of Science, Nutrition
Federal Reserve Bank of New York April 2011 - Present
BofA Merrill Lynch February 2010 - December 2010
UnitedHealth Group August 2009 - February 2010
Brown Brothers Harriman August 2008 - December 2008
Bank of America June 2007 - June 2008
US Trust July 2003 - June 2007
Alliance Capital December 1997 - December 2002
Citibank January 1995 - December 1997
Bank of New York Mellon December 1989 - July 1993
Merrill Lynch April 1988 - December 1989
Education
Montclair State University 1978 — 1983
BS, Computer Science
eDelta Consulting, Inc. Board MemberISACA2011 - 2013
Ernst & Young 1993 - 2000
Bank of New York Mellon 1991 - 1993
Skills
Security, IT Audit, Business Continuity, Governance, IT Strategy, Information Security, Sarbanes-Oxley Act, Assurance, Enterprise Risk..., Risk Management, Information Technology, Information Security..., ISO 27001, CISA
Education
Pace University 1991 — 1995
Graduate, Telecommunications
SUNY Old Westbury 1988 — 1990
B.S., Math & Computer Science
Nassau Community College 1976 — 1978
A.A.S., Electrical Engineering
Bank of New York Mellon December 2012 - Present
BNY Mellon 2005 - 2012
The Bank of New York 1999 - 2005
The Bank of New York 1997 - 1999
The Bank of New York 1996 - 1997
The Bank of New York Mellon 1994 - 1996
The Bank of New York 1992 - 1994
American Express 1990 - 1992
Internal Revenue Service 1989 - 1990
Skills
Investments, Securities, Customer Relations, Asset Management, Customer Service, Banking, Fixed Income, Series 7, Series 63, FINRA, Capital Markets, Credit Risk, Hedge Funds, Equities, Financial Services
Education
New York Institute of Technology 1995 — 2000
MBA, Finance
Syracuse University 1982 — 1987
BA, Economics
Ernst & Young May 2005 - Present
Lehman Brothers 2004 - 2005
Bank of New York Mellon 2001 - 2004
Education
McGill University 1996 — 2000
Bank of New York Mellon January 2011 - Present
Bank of New York Mellon May 2009 - December 2010
Bank of New York Mellon January 2002 - May 2009
The Dreyfus Corporation September 1983 - January 2000
Skills
Project Management..., Investments, Call Centers, Financial Analysis, Networking, Vendor Management, Telecommunications, Business Analysis, Financial Services, Mutual Funds, SDLC, Process Improvement, Asset Managment, Portfolio Management, Risk Management, Disaster Recovery, IT Strategy, Project Management, Management, Enterprise Software, IT Management, PMP, Finance, IT Service Management, Product Management, ITIL, PMO, Outsourcing
Education
New York Institute of Technology 1980 — 1984
Bachelor of Science, Finance
Bank of New York Mellon
Skills
Commercial Banking, Banking, Fixed Income, Corporate Trust, Securities, Risk Management, Equities, Bonds, Operational Risk
Education
McNeese State University
Citi March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers June 2004 - September 2008
Bank of New York Mellon June 2002 - June 2004
Goldman Sachs June 2000 - June 2002
The Chase Manhattan Bank January 2000 - June 2000
Citibank August 1997 - January 2000
JP Morgan May 1997 - August 1997
Skills
Regulatory Reporting
Education
New Jersey Institute of Technology 1996 — 1997
M.S., Computer Science
University of Madras 1992 — 1996
B.E, Computer Science & Engineering
New York Kids Club August 2015 - Present
Beautiful Planning Marketing & PR May 2015 - August 2015
Best Restaurant Equipment & Design, Inc. November 2010 - July 2014
Bank of New York Mellon January 2007 - January 2010
FEGS October 2004 - December 2006
Skills
Employee Relations, PeopleSoft, Human Resources, Paychex, Recruiting, Employee Benefits, Payroll, HRIS, Interviews, Time Management
Education
New York University 1999 — 2003
BA, Computer Science and Mathematics
Smart Business Solutions January 2008 - Present
Drive and Go Dairy 2010 - 2012
AmeriCU Credit Union July 2005 - December 2007
AmeriCU 2005 - 2007
Bank of New York Mellon 1989 - 1999
Skills
Social Media Development, Event Marketing, Integrated Marketing, Marketing Communications, Digital Marketing, Compliance, Compliance Management, Compliance Audits, Auditing, Process Improvement, Process Development, Process Management, Strategic Planning, Strategy Development, Strategic Analysis, strategic marketing, Budgeting, Budget Management, Budget Analysis, Budget Development, Website Development, Training & Development, Team Building, Team Management, Team Leadership, Needs Analysis, Identity Theft Expertise, Ref Flag Compliance..., Risk-Based pricing..., Safe Guard Compliance..., OFAC expertise, Publice Speaking, Presentation Development, Presenter, key note speaker, Procedure Development, Procedure Analysis, Product Management, Budgets, Marketing Strategy, OFAC, Business Strategy, Strategy, Social Media, Event Planning, Sales Management, Start-ups, Management, Small Business, New Business Development
Education
State University of New York Institute of Technology at Utica/Rome 1999 — 2001
Bachelor's degree, Professional and Technical Communications
Mohawk Valley Community College
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Bank of New York Mellon May 1994 - Present
BNY Mellon 1996 - 2011
BNY Mellon 1996 - 2011
Skills
Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Nonprofits, Financial Analysis, Event Planning, Capital Markets, Alternative Investments, Private Equity, Asset Managment, Financial Modeling, Fundraising, Investments
Education
Mount Saint Mary's College 1985 — 1989
Accounting
BankUnited August 2013 - Present
Hypothekenbank Frankfurt AG (f/k/a Eurohypo) May 2011 - August 2013
Amalgamated Bank May 2007 - February 2011
Bank of New York Mellon 2005 - 2007
JPMorgan Chase 1981 - 2005
Skills
Portfolio Management, Real Estate, Underwriting, Relationship Management, Commercial Lending, Credit Risk, Risk Management, Restructuring, Mezzanine, asset sales, Negotiation, Financial Analysis, Financial Modeling, Mortgage Lending, Investment Banking, Cash Management, Not for Profit, Corporate Finance, Derivatives, Real Estate Financing, Securitization, Asset Based Lending, Financial Risk, Leveraged Finance, Private Banking, Budgets
Education
New York University
BS, Economics
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
Bedford County School VA July 2012 - Present
Mars Middle School Lacrosse February 2012 - June 2012
Mars Area Middle School January 2012 - May 2012
Robert Morris University June 2010 - February 2012
American Window October 2009 - December 2010
Point Click Learn April 2009 - August 2009
Diversity 101 at Mercyhurst College August 2005 - May 2009
John Lorenz May 2008 - August 2008
Leadership Certification Program 2005 - 2008
Bank of New York Mellon June 2006 - August 2006
Skills
Teaching, Graphic Design, Blogging, Microsoft Office, Social Media, Excel, PowerPoint, Photoshop, Web Design, Accounting, Business Analysis, Microsoft Excel, Marketing, Public Relations
Education
Mercyhurst University 2005 — 2009
Robert Morris University
Education, Business and I.T.
Fidelity Investments November 1987 - Present
Bank of New York Mellon 1985 - 1987
Education
Mount Saint Mary College 1981 — 1985
BS
GroceryBox January 2014 - August 2015
Alberta Teachers' Retirement Fund Board May 2013 - April 2015
Bank of New York Mellon March 2011 - April 2013
Reem Investments February 2009 - October 2010
Ernst & Young May 2007 - August 2007
Ernst & Young May 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Special Situations, Investments, Financial Advisory, Portfolio Management, Superior Client Service, Alternative Investments, Emerging Markets, Wealth Management, Private Equity, Equities, Fixed Income, Financial Analysis, Trading, Valuation, Investment Management, Bloomberg Terminal
Education
CFA Institute 2008 — 2011
CFA Charterholder
McGill University 2005 — 2008
B.Com, Finance, Accounting
Bay View High School
Wells Fargo May 2010 - Present
Wachovia May 1997 - January 2010
WACHOVIA January 2008 - November 2009
WACHOVIA July 2007 - October 2008
WACHOVIA - Business Integration Services August 2005 - July 2007
WACHOVIA - Deposit Account Underwriting September 2003 - August 2005
WACHOVIA - Recruiting Programs & Technology May 2000 - September 2003
First Union National Bank January 1997 - January 2000
Bank of New York Mellon June 1993 - April 1997
BANK OF NEW YORK - Funds Transfer Division January 1993 - January 1997
Skills
Analysis, Business Intelligence, Database Administration, Budgets, Consulting, Data Collection, Directing, Risk Management, Credit
Education
SUNY Polytechnic Institute 1991 — 1993
BA, Business Administration and Public Management
Mohawk Valley Community College 1988 — 1991
Associate, Applied Science
Bank of New York Mellon March 2000 - Present
Education
Princeton University 1985 — 1990
PhD, Chemistry
Universith of California at Berkley 1983 — 1985
BA, Biochemistry
Nanjing University 1980 — 1982
biochemistry
Bank of New York Mellon August 2007 - Present
Education
Monroe College 1997 — 1999
Hospitality Management, Accounting, English
North Shore-LIJ Health System March 2012 - Present
Accenture December 2011 - March 2012
Future Technology Associates October 2006 - November 2011
Bank of New York Mellon 2005 - 2006
North Shore - LIJ Health Systems May 2003 - May 2005
National Grid (Formerly Keyspan Energy) 1993 - 2003
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Business Process, Business Process..., PeopleSoft, Integration, ERP, Software Project..., Change Management, IT Strategy, HRIS, Vendor Management, Human Resources, Software Documentation, Management Consulting, Visio, Quality Assurance, Project Management
Education
Polytechnic University 1999 — 2003
Master of Science (MS), Business Administration and Management, General
St. Francis College 1991 — 1995
BS, Business Administration and Management, General
Bank of New York Mellon VP and Business ManagerThe Bank of New York MellonOctober 2006 - Present
JPMorgan Chase, Bank One and NBD Bank 1990 - 2006
Education
Michigan State University College of Law 1981 — 1985
JD, Law
Michigan State University 1971 — 1974
BS, Urban Planning
Gutman, Mintz, Baker, and Sonnenfeldt, P.C. InternLaw firm of Allen Rothenberg, Philadelphia, p.a.2004 - 2005
Bank of New York Mellon 1999 - 2001
Education
Maurice A. Deane School of Law at Hofstra University
J.D
Israel Discount Bank November 2014 - Present
SMF Consulting Services, LLC August 2010 - Present
Credit Industriel et Commercial July 2013 - November 2014
Morgan Stanley Smith Barney October 2010 - April 2013
Fidelity Investments September 2008 - October 2009
Bank of New York Mellon December 2006 - September 2008
JPMorgan Chase July 1994 - December 2006
Skills
Risk Management, Business Continuity, Business Continuity..., Disaster Recovery, Risk Assessment, Financial Services, Operational Risk..., Project Management, Problem Solving, Business Analysis, Banking, Space Planning, Data Analysis, Crisis Management, Operational Risk, Project Planning, Governance, Strategic Planning, Business Process..., Financial Risk, Vendor Management, Facilities Planning, Risk Analysis, Digital Photography, Quality Assurance, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Enterprise Risk..., Relationship Management, Project Portfolio..., Business Process..., Executive Management, Business Transformation, IT Strategy, Portfolio Management, SDLC, Business Requirements, IT Audit, Assurance, Disaster Recovery..., Contingency Planning, Access, MS Excel Pivot Tables, Training, Send Word Now, Business Resilience, Business Impact Analysis, Lightroom
Education
NYU
Certificate, Information Management
Pace University 1995 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Management/Marketing
Computershare January 2012 - Present
Bank of New York Mellon January 2001 - June 2012
Prudential Financial October 1984 - October 2000
Education
Monmouth University 1988 — 1992
MBA, Finance
Bank of New York Mellon October 2007 - Present
Superior Court of New Jersey August 2006 - August 2007
Education
Maurice A. Deane School of Law at Hofstra University 2002 — 2005
JD, Law
Wagner College 1999 — 2002
BS, Finance
Novartis Pharmaceuticals March 2009 - Present
Audible 2010 - 2011
Franklin Credit Management 2008 - 2009
Bank of New York Mellon 2006 - 2008
Federal Reserve Bank of NY 1999 - 2006
Skills
SQL, SDLC, Vendor Management, Software Development, Agile Methodologies, Microsoft SQL Server, Business Analysis
Education
New Jersey Institute of Technology 1989 — 1994
Bachelor's, Mechanical Engineering
BDO USA, LLP July 2014 - Present
BDO USA, LLP January 2000 - Present
BDO Consulting January 2000 - Present
PricewaterhouseCoopers 1998 - 2000
Bank of New York Mellon 1992 - 1998
Pinkerton Consulting & Investigations 1989 - 1992
Skills
Fraud, Certified Fraud Examiner, Due Diligence, Forensic Accounting, Internal Investigations, Investigation, Forensic Analysis, Risk Assessment, Corporate Governance, Operational Due..., Enterprise Risk..., Investigative Due..., Background Checks, Litigation Consulting, Fraud Detection, AML, SEC filings, Hedge Funds, Mergers & Acquisitions, Sarbanes-Oxley Act, Employee Misconduct..., Identity Theft, Internal Fraud..., Corporate Internal..., Risk Management, Financial Risk, Private Equity, Fund Of Funds, Alternative Investments, Securities, KYC, Banking, Broker-Dealer, Financial Statement..., Service Providers, Business Valuation, Compliance, Governance, Anti Money Laundering, Management Due Diligence, Financial Services, SEC Filings
Education
Utica College 2000 — 2002
MS, Economic Crime Management
New York University 1996 — 1998
BA, Political Science
Greenwich Aquaria May 2013 - Present
Pet Pantry Warehouse April 2011 - May 2013
Five Mile Group March 2008 - October 2009
Bank of New York Mellon September 2008 - December 2008
UBS Investment Bank April 2007 - September 2008
Silver Point Capital 2007 - 2007
Skills
AML, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Compliance, Customer Service, Data Entry, Data Analysis, Documentation, Due Diligence, KYC, Relationship Management, Retail, Sales, Statistics, Inventory Management, Inventory Control, Supply Chain Management, Analysis
Education
Millsaps College 2002 — 2006
BBA, Business, Philosophy
BNY Mellon January 2015 - Present
Bank of New York Mellon May 2010 - January 2015
Nomura Securities August 2009 - May 2010
Credit Suisse October 1997 - December 2008
Credit Suisse August 2004 - April 2006
Credit Suisse October 1997 - August 2004
Credit Suisse October 1997 - August 2004
Education
Nassau Community College 1985 — 1989
AAS, Associate in Applied Science (AAS) in Secretarial/Office Technology
BNY Mellon May 2011 - Present
Bank of New York Mellon November 2003 - May 2011
INTESA NY f/k/a INTESABCI November 1997 - November 2003
Skills
Derivatives, Investment Banking, Structured Finance, Money Market, Interest Rate Swaps, Banking, Relationship Management
Education
Montclair State University 1994 — 1997
Bachelor of Science, Business
New York University August 2008 - Present
Bank of New York Mellon April 2007 - January 2008
South Street Seaport Museum August 1994 - January 2007
Whitney Museum of American Art May 2000 - May 2001
Skills
Maya, 3D Modeling, Character Animation, Character Design, Texturing, Photoshop, Illustrator, Final Cut Pro, After Effects, InDesign, Flash, Visual Effects, Computer Animation, Art, Dreamweaver, Mac, Storyboarding, Animation, 3D, Compositing, Mental Ray, Zbrush, Digital Illustration, Lighting, Rendering, Mudbox, Modeling, Digital Painting, Texture Painting, Vray
Education
Animation Mentor 2012 — 2014
Character Animation
New York University 2009 — 2011
Master of Science (M.S.), Digital Imaging and Design
New York University 2008 — 2010
Professional Certificate, Digital and Graphic Design Production
New York University 2008 — 2010
Professional Certificate, Animation
Pace University 1993 — 1998
BA, Human Relations: Psychology
HSBC Private Bank July 2009 - Present
UBS Wealth Management March 2005 - July 2009
Bank of New York Mellon May 2000 - March 2005
Skills
Settlements, Back Office, Financial Markets, Portfolio Management, Economics, Bloomberg Terminal, Euroclear, DTC, Securities, Bloomberg, Settlement, Fixed Income, Corporate Actions, Financial Services, Trading, Equities, Finance, Derivatives, Banking
Education
Montclair State University 1996 — 2000
MA, Economics
MetLife March 2010 - Present
Bank of New York Mellon December 2009 - March 2010
Merrill Lynch July 2003 - January 2009
Merrill Lynch April 2001 - August 2003
Merrill Lynch November 1990 - April 2001
Trecom Business Systems July 1987 - December 1990
Litton PRC August 1985 - July 1987
Education
New Jersey Institute of Technology 1984 — 1989
MS, Computer Science
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Mathematics
BNY Mellon February 2014 - Present
BNY Mellon Asset Servicing November 2009 - Present
Bank of New York Mellon July 2011 - February 2014
BNY Mellon October 2008 - October 2009
Bankers Trust Company January 2007 - October 2008
The Bank of New York December 2003 - January 2007
Skills
Experienced Securities...
Education
Merrimack College 1984 — 1987
Business, Finance and Management
CFP
Certified Financial Planner
Bruno Independent Living Aids January 2011 - Present
Bruno Independent Living Aids December 2005 - January 2011
Bank of New York Mellon January 1997 - July 2003
Functional Rehab January 1993 - March 1996
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1990 — 1992
BBA, Finance
Milwaukee School of Engineering 1988 — 1990
na, Mechanical Engineering
BNY Mellon 1997 - Present
Hill Crest SDA Church 2009 - 2009
Bank of New York Mellon 1997 - 2009
Bank of New York Mellon 1997 - 2009
BNY 1997 - 2004
National Society of Black Engineers 1991 - 2001
Education
New York University - Polytechnic School of Engineering 2004 — 2007
MS, Financial Engineering
New York University - Polytechnic School of Engineering 1994 — 1997
BS, Computer Engineering
Eagle Investment Systems April 2011 - Present
Broadridge September 2009 - April 2011
Bank of New York Mellon November 2005 - March 2009
Dreyfus Municipal Bond Fund April 2000 - November 2005
Dreyfus March 1989 - November 2005
Dreyfus 1998 - 2005
Skills
Risk Management, Mergers & Acquisitions, Management
Education
New York Institute of Technology 1978 — 1981
BS
Bank of New York Mellon September 2009 - Present
JP Morgan June 2008 - September 2009
Bear Stearns Financial Products September 2005 - June 2008
SMBC Capital Markets October 1989 - February 2003
Merrill Lynch September 1986 - October 1989
Banamex 1983 - 1986
Skills
Derivatives, Financial Risk, Fixed Income, Middle Office, Capital Markets, Equities, Swaps, Securities, Structured Products, Investment Banking, Structured Finance, Banking, Valuation, Risk Management, Financial Services
Education
Montclair State University 1978 — 1983
Bachelor of Science, Business Administration Management
Kean University
Brown Shoe Company January 2015 - Present
Brown Shoe Company January 2014 - January 2015
Brown Shoe Company January 2013 - January 2014
Novus International August 2012 - January 2013
Novus International August 2010 - August 2012
Novus International May 2010 - August 2010
Bank of New York Mellon October 2008 - June 2009
Aquit Legal Firm February 2007 - January 2008
Skills
Vendor Managed Inventory, Customer Relations, Customer Service, Money Management, Office Administration, Translation, Interpreting, SAP ERP, Order to Cash, Order Management, Order Fulfillment, International Document..., Interdepartmental..., Employee Training, International Travel, Bilingual, Problem Solving, Communication, Business Process..., Data Migration, User Acceptance Testing, Market Research, Alliance Formation, Billing Process, Collaborative Problem...
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
New York University 2008 — 2009
M.A, Spanish Language and Translation
Spanish Ministry of Education, Culture and Sport and Instituto Cervantes
Diploma of Spanish as a Foreign Language, Mastery Level
University of Illinois Urbana 2004 — 2008
B.A, Spanish and International Studies
NextEra Energy, Inc. June 2015 - Present
AIG December 2014 - May 2015
OPERS May 2014 - December 2014
Bank of America November 2012 - April 2014
Bank of New York Mellon August 2010 - October 2012
Wipro Technologies, USA August 2010 - October 2012
OPERS July 2008 - August 2010
HCL/Pearson North America October 2007 - July 2008
Cap Gemini Ernst & Young 2004 - 2008
AXA Business Services Pvt. Ltd 2002 - 2003
Skills
DB2, COBOL, SOA, JCL, VSAM, CICS, Mainframe, Software Development, Databases, IMS DB/DC, Solution Architecture, Microsoft SQL Server, Visio, Fileaid, Requirements Analysis, REXX, SDLC, Requirements Gathering, Data Warehousing, TSO, Software Project..., IT Strategy, XML, Production Support, ASP.NET, Data Modeling, PL/SQL, PL/1, WebSphere MQ, Xpediter, CA-7, Enterprise Architecture, Vendor Management, Unix, Data Migration, Unix Shell Scripting, JavaScript, Websphere, Assembler, Java Enterprise Edition, Java Web Services, MVC Architecture, Informatica, Oracle, Agile Methodologies, Enterprise Software, Business Analysis, Integration, Business Intelligence, Web Services
Education
Ravenshaw University 1999 — 2002
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
National Institute of Technology Rourkela 1998 — 1999
Master of Science (MS), Master In Science Physics
Utkal University 1995 — 1998
Bachelor of Science, Physics
Bank of New York Mellon September 2010 - September 2014
AllianceBernstein September 2009 - May 2010
Amper Financial Services, LLC September 2008 - February 2009
Lehman Brothers Inc June 2008 - August 2008
Verizon Wireless November 2005 - August 2007
Skills
Investments, Asset Managment, Selling, Financial Services, Sales, Financial Risk, Asset Management, Banking, Project Management, Financial Analysis, Financial Modeling
Education
Career Path Academy 2011 — 2011
Real Estate
New Jersey Institute of Technology 2008 — 2010
B.S, Business Administration (finance concentration)
Bank of New York Mellon May 2014 - Present
Bell Partners Inc May 2013 - May 2014
AT&T (MavrickIT) January 2008 - April 2013
Bell Partners Inc (MavrcikIT) 2011 - 2013
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Databases, SSIS, Performance Tuning, ETL, Database Design, Troubleshooting, System Administration, MCITP, T-SQL, SQL, Cognos, Windows, Microsoft Office, Database Administration, TCP/IP, Active Directory, Windows Server, DNS, Disaster Recovery, Integration, Security, OLAP, cognosTM1, ETL Tools, SQL Server, Financial Reporting, Documentation, OLAP Cube Development, General ledger hierarchy, Dimensional Modeling, Report Writing, Cognos Data Advisor, Cognos Business Insight, Cognos Report Writer, Cognos Framework Manager, TM1 Active Forms, tm1 development, finance systems and...
Education
North Carolina A&T State University 2013 — 2014
Master of Science (MS), Information Technology
New Jersey Institute of Technology 2002 — 2007
BE, Electrical and Comp. Eng
MAIDENFORM BRANDS, LLC (a division of HANESBRANDS, INC) 2010 - 2014
Bank of New York Mellon 2004 - 2008
Goldman Sachs 2000 - 2004
Skills
Supply Chain Operations, Supply Chain Management, Financial Analysis, Accounting, Equities, Economics, FX trading, Adobe Illustrator, WebPDM, Label Management System, Microsoft Office, Risk Management, Business Analysis, Vendor Management, Financial Services, Finance, Illustrator, Inventory Management, Retail, Management, Supply Chain, Cross-functional Team..., Logistics
Education
University of Mumbai
Master of Arts (M.A.), Economics
University of Mumbai
Bachelor of Arts (B.A.), Economics
Middlesex County College
Certificate, Computerized Accounting with Advanced MS Office User Specialist
Bank of New York Mellon Senior Associate / AVPBank of New York MellonApril 1997 - Present
Education
Mercy College 2000 — 2003
Bachlors, Security Industries
Credit Suisse LLC March 2008 - Present
Bank of New York Mellon November 2000 - December 2007
Citigroup 1993 - 1998
Education
New York University
Management
DFAS October 2006 - Present
Bank of New York Mellon June 2000 - September 2006
Skills
Accounting, Access, Microsoft Word, Auditing, Customer Service, Budgeting, Outlook, Compliance, Letters of Credit, Federal Government..., Microsoft Excel
Education
Mohawk Valley Community College 2006 — 2010
State University of New York College at Buffalo 1994 — 1997
LANDESBANK BADEN WURTEMBUGR July 2008 - April 2009
Bank of New York Mellon April 2008 - July 2008
Sumitomo February 2007 - July 2007
Bank of New York Mellon May 2006 - December 2006
Skills
Settlement, Payments, Money Market, Banking, FX Options, Account Reconciliation, Back Office, Trading, Fixed Income, Treasury
Education
Monroe College 1995 — 1999
BA, Business
Fifth Third Bank April 2012 - Present
PNC Financial Services January 2011 - March 2012
Morgan Stanley March 2010 - August 2010
Bank of New York Mellon March 2008 - March 2010
Pentagon Federal Credit Union November 2005 - February 2008
BearingPoint July 2005 - October 2005
The George Washington University September 2000 - May 2005
Chinatrust Commercial Bank 1994 - 1998
ROC Army 1992 - 1994
Skills
Portfolio Management, Fixed Income, Derivatives, Credit Analysis, Risk Management, Operational Risk, MBS, Bloomberg, Banking, Quantitative Analytics, SAS, Financial Analysis, Valuation, Enterprise Risk..., Credit, Economic Capital, Corporate Finance, Quantitative Finance, Stress Testing, Interest Rate..., Financial Services
Education
The George Washington University 2000 — 2005
Ph.D, Major in Finance, Minor in Applied Mathematics
The George Washington University - School of Business 1998 — 2000
Master, Finance
National Chengchi University 1988 — 1992
Bachelor, Banking and Finance
MetLife December 2011 - Present
Prudential Insurance February 2011 - June 2011
Bank of New York Mellon November 1987 - April 2010
Education
Global Institute of Finance & Banking 2006 — 2007
Banking, Economics, Finance, Securities Analysis
Nassau Community College
Business Administration
Bank of New York Mellon April 2002 - Present
HSBC September 1994 - April 2002
Education
Mercy College 1999 — 2001
Master of Science (MS), Banking and Financial Support Services
Bank of New York Mellon February 2010 - Present
BNY Mellon February 2010 - Present
ACS UNCLAIMED PROPERTY CLEARING HOUSE INC January 2007 - January 2009
ACS UNCLAIMED PROPERTY CLEARING HOUSE INC September 2005 - January 2007
AETNA ELECTRICAL & LIGHTING SERVICES October 2003 - September 2005
First Notice Systems February 2003 - October 2003
First Notice Systems October 2002 - February 2003
First Notice Systems April 2002 - October 2002
TORRI GUTTERS & DOWNSPOUTS, LLC June 1999 - October 2002
Education
Mount Washington College 1995 — 1999
BA, Criminal Justice
Bank of New York Mellon December 2002 - April 2011
Bankers Trust 1992 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Fund Administration, Securities, Mutual Funds, Corporate Actions, Alternative Investments, Corporate Trust
Education
New Jersey City University 1989 — 1993
Bachelor's degree, Accounting
Bank of New York Mellon July 1991 - Present
Education
Mercyhurst College
Bank of New York Mellon February 1998 - October 2012
JPMorgan Chase December 1988 - February 1998
Safian Investment Research Inc. August 1986 - December 1988
Skills
Computer Literate, Excel, Word, Banking, Risk Management, Process Improvement, Accounting, Strategic Planning, Customer Service, PowerPoint, Project Management, Investments, Microsoft Excel, Economics, Research, Financial Services, Equities, Fixed Income, Bloomberg
Education
New York University
BA, Economics
Transfiguration
Bank of New York - Mellon February 1985 - Present
Skills
Series 7 & 63, Financial Planning
Education
Middlesex County College 1990 — 1992
Accounting and Finance
Herbert H Lehman College - CUNY 1979 — 1982
Major / Minor, Business Administration / Rural Sociology
College of Financial Planning
Financial Planning
Middlesex County College
l
FirstService Residential New York October 2012 - April 2014
Bank of New York Mellon 2007 - 2010
Skills
C++, Bank Reconciliation, HTML scripting, Accounts Receivable, Accruals, Microsoft Office, Microsoft Excel, PowerPoint, Digital Illustration, Macro, Financial Reporting, Account Reconciliation, Payments, Spreadsheets, Banking, Budgets, Customer Service, Financial Analysis, Outlook, Microsoft Word, Portfolio Management
Education
State University of New York Institute of Technology at Utica/Rome 2004 — 2006
Bachelor of Arts (BA), Computer and Information Sciences and Support Services
Mohawk Valley Community College-Utica Branch 2003 — 2006
Associate's degree, Computer and Information Sciences and Support Services
Higher One March 2008 - June 2013
Higher One 2008 - 2013
Bank of New York Mellon 1987 - 2007
Skills
Microsoft Excel, Problem Solving, Accounting, ACH, Microsoft Office, Process Improvement, Payments, Software Documentation, Banking, Accounts Payable, Payroll, Access, Accounts Receivable, Administration, General Ledger, Business Analysis, Risk Management, Customer Service, Leadership, Financial Services
Education
Monroe College
Bachelor of Business Administration (BBA)