BNY Mellon Investment Management
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BNY Mellon Investment Management Employees
Aon Hewitt July 2014 - Present
BNY Mellon Investment Management June 2013 - August 2013
JL Dunn & Company May 2012 - August 2012
Skills
Microsoft Excel, Asset Management, Supply Chain Management, Project Management, Microsoft Office, PowerPoint, Financial Services, Salesforce.com, Sales, Logistics, SAP, Public Speaking, Social Media, Fishing, Customer Service, SQL, Pivot Tables, Retirement Plan..., Financial Accounting, Management Consulting, Social Media Marketing, Microsoft Word, Client Relations Skills
Education
Miami University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Farmer School of Business
Universitat Autònoma de Barcelona 2012 — 2012
Study Abroad - Fall Semester 2012, Barcelona, Spain
The Governor's Academy 2006 — 2010
New England Boarding School, Member of the Independent School League (ISL)
BNY Mellon Investment Management January 2014 - Present
Pershing, a BNY Mellon company September 2000 - December 2013
Fidelity Investments March 1998 - March 2000
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Series 7, Securities, Investments, Financial Services, Mutual Funds, Series 63, Management, FINRA, Portfolio Management, Asset Management, Fixed Income, Equities, Risk Management, Sales, Trading, Wealth Management, Account Management, Banking, Business Analysis, New Business Development, Business Strategy, Investment Management, Distribution Strategies, Public Speaking
Education
Quinnipiac University - School of Business 1981 — 1985
International Business
BNY Mellon Investment Management 2013 - 2014
BlackRock 2011 - 2013
Bank of America Merrill Lynch 2006 - 2011
Bank of America Merrill Lynch 2004 - 2006
Bank of America Merrill Lynch 2000 - 2004
PwC Consulting 1996 - 2000
JPMorgan Chase 1993 - 1996
Skills
Management, Financial Markets, Fixed Income, Equities, Trading, Institutional Sales, ETFs, Asset Management, Profit Maximization, Capital Markets, Investment Banking, Emerging Markets, Derivatives, Hedge Funds, Real Estate, Retail Distribution, Expense Reduction, Business Development, New Business Set-up, Product Development, Sales, Regulatory Compliance
Education
Cornell University 1992 — 1993
Master of Engineering (M.Eng.), Operations Research
Cornell University 1988 — 1992
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Prudential Investment Management April 2015 - Present
BNY Mellon Investment Management May 2008 - April 2015
GMAC Rescap January 2007 - May 2008
Countrywide Capital Markets February 2005 - January 2007
Interactive Data June 2001 - February 2005
Skills
Portfolio Management, Asset Allocation, Derivatives, Investments
Education
EDHEC Business School 2012 — 2016
PhD in Finance Candidate, Asset Allocation
University of Southern California 2002 — 2006
M.S., Mathematical Finance
University of Southern California 2000 — 2001
M.S., Computer Science
L.D College of Engineering - Ahmedabad 1995 — 1999
B.E., Computer Engineering
BNY Mellon Investment Management May 2014 - Present
Combating Terrorism Center at West Point May 2014 - Present
Council on Foreign Relations 2011 - Present
George Washington University, Center for Cyber and Homeland Security 2011 - Present
Combating Terrorism Center at West Point 2010 - May 2014
United States Military Academy August 2008 - May 2014
Combating Terorrism Center at West Point 2008 - 2010
Credit Suisse First Boston 1999 - 2002
Federal Reserve Board 1997 - 1999
Skills
Global Tactical Asset..., Financial Markets, Global Macro, Capital Markets, Corporate Finance, Asset Management, Investment Strategies, Investment Management, Economics, International Economics, Research, Analysis, Strategy, Political Risk Analysis, Intelligence Analysis, Strategic Planning, Intelligence, Financial Risk, Risk Management, Business Strategy, Crisis Management, Leadership, Qualitative Research, Political Economy, Public Affairs, Foreign Policy, International Relations, Policy Analysis, Government, International Security, Political Science, Public Policy, National Security, Policy, Foreign Affairs, Diplomacy, Counterterrorism, Politics, International..., International..., Strategic Communications, Defense, Program Management, Stata, Africa, Economic Development, Program Evaluation, Capacity Building, European Union, Counterinsurgency
Education
University of Michigan 2004 — 2008
PhD, Public Policy and Political Science
King's College London, U. of London 2002 — 2004
MA, War Studies
The George Washington University 1996 — 1999
BBA, Finance
BNY Mellon Investment Management 2006 - Present
RBS Greenwich Capital 2003 - 2006
State Street 2000 - 2003
State Street 1997 - 2000
State Street 1994 - 1997
Fleet Bank 1988 - 1993
Skills
Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Derivatives, Securities, Mutual Funds, Financial Services, Outsourced Solutions, OCIO, Fiduciary Management, New Business Development, Investment Sales, RIA, Family Office, High Net Worth..., Institutional..., Institutional Sales, Hedge Funds, Equities, Investment Strategies
Education
Boston University 1991 — 1994
Master of Business Administration (M.B.A.), Finance and Quantitative Methods, 3.45 GPA
CFA Institute 1992 — 1994
Chartered Financial Analyst
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst - Level 2 Candidate • September 2015
Boston University 2015 — 2015
Financial Planning and Services
BNY Mellon Investment Management April 2015 - Present
Aspen Insurance January 2011 - April 2015
New York Life Investments March 2008 - November 2010
Subaqueous Services, Inc July 2005 - March 2008
Winter Park Construction (WPC) August 2003 - July 2005
Prudential Financial Services September 1998 - February 2002
Merrill Lynch & Company April 1995 - September 1998
Securities Research & Economies January 1995 - January 1997
Skills
Administrative..., Office Management, Leadership, Budgets, Time Management, Event Planning, Management, Marketing, Microsoft Excel, PowerPoint, CRM, Microsoft Office, Concur, Blackberry, Microsoft Word, Gatekeeper, Heavy Calendaring, Travel Management, Business Travel, Minutes, Administrative..., Travel Arrangements
Education
University of East London 1990 — 1992
Business Administration
Duff’s Business College
Associate Degree, Secretarial Science
BNY Mellon Investment Management August 2012 - Present
BNY Mellon Asset Management 2010 - Present
Bridgewater Associates 2009 - 2010
Wellington Management 2007 - 2008
State Street Global Advisors 2004 - 2007
Skills
Investment..., Asset Management, Investment Management, Strategic Planning, Investments, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Marketing Communications, Marketing Strategy, Equities, Management, Capital Markets, Strategy, Investment Strategies, Bloomberg, Series 7, Securities, Emerging Markets
Education
Harvard University
A.B., European History and German
UC Berkeley
East European Studies
Universität Hamburg / University of Hamburg
DAAD Fellow
BNY Mellon Investment Management February 2014 - Present
BNY Mellon Investment Management July 2009 - February 2014
BNY Mellon Investment Management July 2005 - July 2009
Buck Consultants May 1998 - July 2005
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Business Administration (MBA), Management, Finance, Investments
Slippery Rock University of Pennsylvania 1994 — 1998
Bachelor of Science, Mathematics
BNY Mellon Investment Management October 2014 - Present
Freddie Mac September 2012 - October 2014
Bloomberg Valuations March 2012 - September 2012
CapitalFusion Partners December 2010 - March 2012
NewOak Capital LLC April 2009 - November 2010
Merrill Lynch September 2006 - 2008
Merrill Lynch January 2002 - September 2006
Merrill Lynch December 2000 - January 2002
Merrill Lynch September 1997 - December 2000
Merrill Lynch October 1996 - September 1997
Skills
Fixed Income, Investments, Portfolio Management, Trading, Hedging, Banking, Capital Markets, Structured Finance, Commercial Real Estate, Credit Analysis, Underwriting, Valuation, Structured Products, Bonds, Mortgages, Debt, CMBS, ABS, MBS, RMBS, CDO, CMO, Securitization, Options, Derivatives, Private Equity, Hedge Funds, Insurance, Mezzanine, Asset Management, Financial Modeling, Syndication, Business Development, Corporate Finance, Renewable Energy, Project Finance, Foreign Exchange, Swaps, Tax Equity, Due Diligence, CMBX, Loans, Financial Structuring, Financial Risk, Emerging Markets, Finance, Credit, Funding, Loan Origination, Securities
Education
Rutgers, The State University of New Jersey-Newark
MBA
Birla Institute of Technology and Science, Pilani
BS, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani
MS, Economics
BNY Mellon Investment Management 2006 - Present
MFS Investment Management October 1996 - May 2006
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Series 3, Retirement, Retirement Plan..., Separately Managed..., Wealth Management, Securities, Pensions, Alternative Investments, Retirement Planning, 401k, Investment Advisory, Investments, FINRA, Financial Services, Series 6, Asset Management, Series 24
Education
Framingham State University 1990 — 1994
BA, English
BNY Mellon Investment Management November 2014 - Present
Credit Agricole CIB June 2013 - November 2014
Credit Agricole CIB May 2012 - August 2012
Bonds.com August 2010 - September 2010
William E. Simon & Sons July 2010 - September 2010
ETF Venture Funds July 2008 - August 2008
Skills
Microsoft Office, Equity Capital Markets, Bloomberg Terminal, Thomson One Analytics, Factset, Dealogic, Advanced Excel, Valuation Modeling, Mutual Funds, Sales, Investment Strategies, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science (BS), Finance, Leadership & Management
HSBC Global Asset Management March 2015 - Present
BNY Mellon Investment Management June 2010 - March 2015
BNY Mellon Investment Management June 2010 - January 2011
PIMCO/Allianz Global Investors July 2006 - June 2010
UBS Financial Services July 2004 - July 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation, Alternative Investments, Uniform Combined State..., Separately Managed..., Securities, Asset Management, Investments, Investment Management, Bonds, Hedge Funds, Wealth Management, ETFs, Fixed Income, Equities, Portfolio Management
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
BNY Mellon Investment Management July 2013 - Present
Dreyfus March 1997 - July 2013
Grey Direct, a division of Grey Advertising March 1995 - March 1997
Deltakos, a division of J. Walter Thompson Healthcare March 1994 - March 1995
Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 24, Financial Services, Wealth Management, Supervisory Skills, Project Management, Series 6, FINRA, Fixed Income, Relationship Management, Equities
Education
The College of New Jersey
BA, Communications
AQR Capital Management, LLC August 2015 - Present
BNY Mellon Investment Management June 2013 - July 2015
Mellon Capital Management (Subsidary of BNY Mellon) January 2009 - March 2013
Franklin Portfolio Associates (Subsidary of BNY Mellon) June 2006 - December 2008
Mellon Institutional Asset Management 2002 - 2006
Mellon Institutional Asset Management 1999 - 2002
State Street Global Advisors, Retirement Investment Services 1996 - 1999
Fidelity Investments, Institutional Retirement Services Company 1992 - 1996
Fidelity Investments, Fund Accounting and Custody Services 1990 - 1992
Skills
Investment Strategies, Alternative Investments, Hedge Funds, Equities, Mutual Funds, Series 7, Institutional, Consultant Relations, Asset Management, Client Service Oriented, Defined Contribution, Defined Benefit, Relationship Management, Retirement, Fixed Income, Series 6, Series 63, Operations Management, Project Management, Series 3
Education
Clark University 1985 — 1989
Bachelor of Arts
BNY Mellon Investment Management August 2014 - Present
J.P. Morgan Asset Management July 2006 - August 2014
Morgan Stanley Capital International August 2003 - March 2006
ROTCH GROUP November 2002 - July 2003
GloMar Consulting January 2000 - January 2002
FAIRHEADS INTERNATIONAL January 1998 - January 2000
Investec Asset Management January 1995 - January 1998
BDO South Africa January 1990 - June 1995
Skills
Strategy, CRM, Portfolio Management, Product Marketing, Marketing Strategy, Asset Management, Product Management, Marketing, Management, Financial Services, Marketing Communications, Leadership, Mutual Funds, Lead Generation, Product Development, Business Development, Investments, Brand Management, Finance, Asset Managment, Defined Contribution, Institutional..., Equities, Derivatives
Education
University of South Africa/Universiteit van Suid-Afrika 1987 — 1993
Bachelor of Commerce (B.Com.), International Economics
University of South
B.Com; MBA, Finance & Investments
University of South
Bachelor of Commerce (B.Com); BA, Economics & Finance
BNY Mellon Investment Management January 2014 - Present
BNY Mellon Investment Management January 2012 - December 2013
BNY Mellon Investment Management December 2007 - December 2011
BNY Mellon November 2005 - November 2007
E*Trade Financial August 2004 - November 2005
Dean & Company Strategy Consulting September 2000 - July 2004
Skills
Asset Management, Investments, Investment Management, Mutual Funds, Strategic Planning, Strategy, Business Strategy, Marketing Strategy, Business Development, Sales Management, Marketing Communications, Product Marketing, Brand Development, Leading Organizational..., Strategic Financial..., P&L Management, M&A due diligence, Leadership, Financial Analysis, Analysis, Multi-channel Marketing, Marketing Management, Marketing Budget..., Management, Financial Services, Alternative Investments, Analytics
Education
Dartmouth College 1996 — 2000
BA, Government
BNY Mellon Investment Management November 2011 - Present
Kane Consulting, Inc. April 2006 - November 2011
SEARCHWRIGHT 2003 - 2006
Learn iT! 2001 - 2003
Alan J. Blair 1999 - 2001
Skills
Recruiting, Applicant Tracking..., Sourcing, Human Resources, Strategy, Management, Cross-functional Team..., Hiring, PeopleSoft, Interviews, Consulting, Investments, Negotiation, Asset Management, Temporary Placement, Onboarding, Talent Management, Vendor Management
Education
University of Nevada-Reno 1993 — 1999
BA, Speech Communications
BNY Mellon Investment Management January 2014 - Present
Education
The Citadel 1990 — 1994
Bachelor's Degree, History
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
BNY Mellon Investment Management August 2014 - Present
PIMCO January 2011 - July 2014
Legg Mason December 2005 - January 2011
Citigroup 2001 - 2006
Citigroup Asset Management April 2001 - December 2005
AXA Financial 1998 - 2001
AXA Equitable 1998 - 2001
AXA 1998 - 2001
Skills
Series 7, FINRA, Securities, Separately Managed..., Hedge Funds, Series 24, Alternative Investments, Equities, Mutual Funds, Series 63, Uniform Combined State..., ETFs, Financial Services, Fixed Income, Investment Advisory
Education
Muhlenberg College 1989 — 1993
BA, Natural Science, Psychology
BNY Mellon Investment Management July 2013 - Present
Fidelity Investments 2011 - 2012
Eurasia Group 2010 - 2011
Associated Press March 2009 - September 2010
Newsweek September 2008 - March 2009
Newsweek January 2002 - September 2008
Random House, Inc. 1997 - 2001
Skills
Journalism, Editing, Copy Editing, Writing, Information Graphics, Thought Leadership, Financial Markets, Data Visualization, Economics, Foreign Relations, Policy Analysis, Public Policy, Publishing, History, Visual Storytelling, International Relations, Content Strategy, Publications, Feature Articles, Editorial
Education
Columbia University - Graduate School of Journalism 2001 — 2003
Brooklyn Law School 2001 — 2005
JD
University of Michigan
BA, political science
BNY Mellon Investment Management July 2002 - December 2014
Mellon Equity Associates January 1995 - June 2002
Mellon Financial - Pension Management Services December 1991 - December 1994
Wang Laboratories, Inc. July 1983 - December 1991
Skills
Equities, Investment Management, Management, Sales, Investments, Fixed Income, Hedge Funds, Mutual Funds, Investment Strategies
Education
Carnegie Mellon University 1979 — 1983
Bachelor's Degree, Administration and Management Science
BNY Mellon Investment Management March 2015 - Present
Payden & Rygel Investment Management April 2006 - February 2015
First American Capital Management / First American Trust August 2003 - December 2005
Asset Strategy Consulting (later became InvestorForce) February 2000 - June 2003
Wells Fargo Private Client Services October 1998 - February 2000
Bernstein Global Wealth Management 1994 - 1998
Skills
Asset Allocation, Series 7, Fixed Income, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investments, Series 63, Alternative Investments, Wealth Management, Equities, Securities, Investment Strategies, Bonds, Wealth Management..., Separately Managed..., Investment Advisory, Asset Management, Strategy, Retirement, FINRA, High Net Worth..., Retirement Planning, Financial Advisory, Valuation, Financial Markets, Investment Banking, Currency, 401k, Derivatives, Finance, Emerging Markets, Client Services, Financial Services, Strategic Financial..., Institutional..., Estate Planning, Financial Modeling, Trading, Series 24, Capital Markets, ETFs, Wealth, Private Equity, Pensions, IRAs, Fund Of Funds, Series 65, Uniform Combined State...
Education
University of Southern California
Bachelor's degree, Marketing
University of Southern California - Marshall School of Business
MBA, Finance
BNY Mellon Investment Management November 2012 - Present
BNY Mellon Asset Management December 2007 - November 2012
UBS AG 2005 - 2007
UBS Global Asset Management 2005 - 2007
Education
University of Bath 1991 — 1995
BNY Mellon Investment Management September 2014 - Present
Skills
Modern Portfolio Theory, Risk Management, Econometrics, Portfolio Optimization, Asset Allocation, Equities, Quantitative Analytics, Fixed Income, Product Development, Product Management, FactSet, Zephyr Style Advisor, Morningstar Direct, Asset Management, Investments, Alternative Investments, Portfolio Management, Hedge Funds, Investment Management, Bloomberg
Education
Boston University Graduate School of Management
MS, Investment Management
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Suffolk University - Sawyer School of Management
BS, Finance
BNY Mellon Investment Management August 2014 - Present
Autism Speaks 2005 - Present
Forbes Private Capital Group-G2 Investment Group, LLC December 2011 - March 2014
Federal Street Partners, LLC March 2010 - September 2011
Vertical Capital Manangement April 2009 - March 2010
Pilgrim Financial February 2001 - February 2010
Rock Ridge Advisors,LLC 2005 - 2008
Muirfield Capital Partners July 2001 - August 2005
Convergence Asset Management, LLC 1997 - 2001
Cantor Fitzgerald 1988 - 1997
Skills
Investments, Hedge Funds, Private Equity, Fixed Income, Emerging Markets, Trading, Management, Funding, Capital, Financial Advisory, Alternative Investments, Asset Management, Equities, Venture Capital, Due Diligence, Capital Markets, Investment Management, Portfolio Management, Fund Of Funds, Mutual Funds, Investment Banking
Education
Siena College 1977 — 1981
BS, Finance
BNY Mellon Investment Management May 2013 - Present
National Council on Teacher Retirement March 2014 - Present
BNY Mellon Investment Management August 2012 - May 2013
BNY Mellon Asset Management January 2008 - August 2012
Citigroup - Citigroup Private Bank 2002 - 2008
Citigroup - Smith Barney 1997 - 2002
Fleet Bank 1992 - 1997
Skills
Series 7, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Capital Markets, FINRA, Retirement Planning, Investment Advisory, Strategic Financial..., Banking, Bloomberg, Series 63, Series 65, Series 3, Investment Strategies
Education
Suffolk University - Sawyer Business School 2004 — 2006
Masters, Business Administration (MBA)
University of Southern Maine 1988 — 1992
BA, Communication & Business
BNY Mellon Investment Management September 2009 - Present
Mercer Human Resource Consulting August 2007 - September 2009
Fidelity Investments May 2006 - August 2007
Fidelity Investments April 2002 - May 2006
Fidelity Investments July 1999 - April 2001
Skills
Series 7, Mutual Funds, Asset Allocation, Due Diligence, Investments, Equities, Portfolio Management, Investment Management, Capital Markets, Financial Planning, Retirement Planning
Education
Boston University - School of Management 2000 — 2002
MS - Investment Management, Finance
Daniel Webster College 1996 — 1999
BS - Management, Organizational Management
BNY Mellon Investment Management June 2013 - Present
Gold Bullion International December 2011 - June 2013
Neuberger Berman June 1993 - April 2011
Skills
Business Planning, Alternative Investments, Valuation, Investment Management, Wealth Management, Due Diligence, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Equities, Hedge Funds, Fixed Income, Portfolio Management, ETFs, Asset Management, Mutual Funds, Private Equity, Strategic Financial..., Derivatives, Investment Banking, Bonds, Financial Markets, Capital Markets, Financial Services, Separately Managed..., Series 63, Series 65, Securities, Trading, Bloomberg, Financial Advisory, Institutional..., Series 24, Equity Research, Emerging Markets, FINRA, Fund Of Funds, Structured Products, Wealth Management..., Retirement, High Net Worth..., Leadership Development, Options, Equity Trading, Managing Distribution..., Investor Relations, Sales Management, Commodity
Education
Fairfield University 1984 — 1987
BA, Economoics
AQR Capital Management, LLC June 2014 - Present
BNY Mellon Investment Management January 2013 - May 2014
Dreyfus Investments May 2009 - December 2012
BNY Mellon Asset Management January 2006 - May 2009
PUTNAM INVESTMENTS, Boston, MA 1995 - 2005
Skills
Series 24, Series 7, Series 63, Mutual Funds, Series 6, Series 3, Financial Advisory, Investments, Retirement, FINRA, Alternative Investments, ERISA, 401k, Strategic Financial..., Securities, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, General Management
Dartmouth College 1981 — 1984
AB, Economics
BNY Mellon Investment Management July 2007 - Present
Skills
Management, Broker-Dealer Compliance, Project Management, Hedge Funds, Sailing, Mutual Funds, Investments, Portfolio Management, Asset Management, Marketing, Financial Services, Finance, Financial Analysis, Banking, Equities
Education
LIU Post
Master of Business Administration (M.B.A.)
BNY Mellon Investment Management September 2013 - Present
State Street Global Advisors August 2004 - August 2013
Putnam Investments 1994 - 2004
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
Skills
Alternative Investments, Hedge Funds, Strategic Financial..., Mutual Funds, Fixed Income, Series 63, Investments, Equities, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Series 7, Investment Management, Bloomberg, Retirement
Education
Trinity College-Hartford 1979 — 1983
BA
BNY Mellon Investment Management July 2012 - Present
Citigroup Global Markets Inc December 2009 - April 2011
Fidelity Capital Markets 1999 - 2008
Fidelity Investments - FBC 1999 - 2008
Lehman Brothers Inc 1987 - 1999
Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading
Education
College of the Holy Cross 1983 — 1987
BA, Economics, History
BNY Mellon Investment Management 2013 - Present
North Peak Asset Management 2011 - 2013
Newport Capital 2010 - 2011
Adams Harkness 2006 - 2008
Thomson Financial 2005 - 2006
Skills
Valuation, Contract Negotiation, Investment Properties, Wealth Management, Investment Banking, Corporate Finance, Real Estate, Financial Analysis, Brokerage
Education
Elkin B. McCallum Graduate School of Business - Bentley University 2008 — 2010
MBA
Gettysburg College 2001 — 2005
BA, Management
BNY Mellon Investment Management 1998 - Present
EMC 1997 - 1998
Data General 1994 - 1997
Skills
Equities, Process Improvement, Financial Modeling, Financial Analysis, Mutual Funds, Asset Managment, Asset Management, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Finance
Bentley University 1988 — 1992
BS, Finance
Morris Catholic High School 1984 — 1988
HS
BNY Mellon Investment Management 2015 - Present
Artisan Partners 2013 - 2014
Goldman Sachs 2008 - 2013
Goldman Sachs 2007 - 2008
Goldman Sachs 2005 - 2007
JPMorgan Chase 1997 - 2003
Lehman Brothers 1993 - 1996
Skills
Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Project Management, Asset Managment, Series 7, Capital Markets, Bloomberg, Portfolio Management, Mutual Funds, Derivatives, Series 63, Securities, Private Equity, Investment Management, Asset Allocation, Emerging Markets, Fund Of Funds, FINRA, Series 24, Problem Solving, People Management,..., Series 3, Client Reporting, RFP Design and..., Investments, Marketing Communications, Relationship Management, Relationship Development, Client Services, Management
Education
Adelphi University
MBA, Finance
Boston College
Bachelor's Degree, Psychology
BNY Mellon Investment Management January 2013 - Present
State Street Bank & Trust October 2010 - September 2012
State Street Bank & Trust January 2008 - October 2010
C.V.Shah PC March 2003 - September 2007
Electro Power January 1985 - October 2002
Education
Bombay University
Bachelor of Engineering (B.E.), Mechanical Engineering, A
Concourse Information Technology International Ltd
University of Bombay
Bachelor of Engineering; B.S, to; Mechanical Engineer
BNY Mellon Investment Management August 2014 - Present
The Dreyfus Corporation and Dreyfus Funds August 2012 - August 2014
Deutsche Bank March 2005 - July 2012
Morgan Stanley Investment Management April 1999 - March 2005
Willkie Farr & Gallagher LLP 1997 - 1999
Werner & Kennedy 1993 - 1997
Skills
Investment Management, Investment Advisory, Alternative Investments, ERISA, Investment Company Act, Investment Advisers Act, Registered Investment..., Mutual Funds, Separately Managed..., Institutional..., Securities Regulation, Fiduciary Management, Hedge Funds, Commercial Litigation, FINRA, Management
Education
Cornell Law School 1990 — 1993
Doctor of Law (J.D.), Law
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.), English and Philosophy