DPM Mellon
Industry: Company
DescriptionHeadquarters: Somerset, Franklin Township, NJ Founded: 1993 Parent organizations: Bank of New York, MBC Investments Corp
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DPM Mellon Employees
Jadara Capital Partners January 2015 - Present
Concord International Investments July 2008 - January 2015
Credit Agricole Structured Asset Management December 2005 - June 2008
PlusFunds Group June 2004 - December 2005
DPM Mellon July 2002 - June 2004
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor's Degree
Manalapan HS
BNY Mellon January 2008 - Present
DPM Mellon November 2004 - December 2007
PFPC February 2001 - April 2004
Skills
NJ Notary Public, Mutual Funds, Accounting, Fund Of Funds, Financial Services, Fixed Income, Portfolio Management
Education
CUNY Medgar Evers College 1994 — 1996
BS, Accounting
IMS Health September 2014 - Present
MedImmune April 2008 - July 2014
MedImmune June 2001 - May 2008
Hanger Orthopedic Group September 1997 - May 2001
Goldberg, Boyle, Brogan and Shushman June 1995 - August 1997
DPM Mellon July 1991 - June 1995
Skills
Cross-functional Team..., Processes Development, Problem Solving, Process Management, Data Validation, People Management, Operational Excellence, Management, Pharmaceutical Industry, SAP, Pharmaceutical Sales, Biotechnology, Accounting
Education
Mount Saint Mary's College 1987 — 1991
Accounting/Business & Finance
New York City Fire Department June 2014 - Present
New York City Fire Department May 2005 - Present
DPM Mellon October 2004 - May 2005
Sports Bar August 2002 - May 2004
American Transport Lines, Inc June 2001 - August 2002
Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Access, PowerPoint, Risk Management, Data Analysis, Financial Analysis, Budgets, Disaster Response, Customer Service, Policy
Education
Binghamton University 2000 — 2004
Bachelor's degree, Economics
Staten Island Technical HS 1996 — 2000
HS Diploma, Engineering, Math and Science
Bank of New York Mellon November 2014 - Present
Bank of New York Mellon April 1995 - Present
Mellon Bank 1995 - 2008
Mellon Bank 1995 - 2008
Mellon Bank 1995 - 2008
DPM Mellon 2006 - 2007
Skills
Global Custody, Hedge Funds, Fixed Income, Equities, Financial Services, Asset Management, Securities, Client Services, Derivatives, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Risk Management, Alternative Investments, Banking, Bloomberg
Education
Point Park University
MBA, International Business
University of Pittsburgh
BS Business
Steve Mandell Consulting April 2015 - Present
Calypso Technology May 2012 - March 2015
Morgan Stanley October 2006 - January 2012
DPM Mellon July 2002 - October 2006
Murex January 2002 - June 2002
Princeton Financial Systems November 1990 - October 2001
JPMorgan Chase 1988 - 1990
JPMorgan Chase 1985 - 1988
JPMorgan Chase 1982 - 1985
Deloitte & Touche 1980 - 1982
Skills
Accounting, Business Analysis, Financial Reporting, Derivatives, FAS 133, FAS 157, FAS 161, Interest Rate..., Back Office, Fixed Income, Trading, Investments, Mutual Funds, Portfolio Management, Capital Markets, Finance, Securities, Options, Management, Valuation, Financial Services, Bonds, Equities
Education
Emory University - Goizueta Business School 1978 — 1980
MBA, Accounting/Finance
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Batchelor of Arts, Business Administration
Gulfstream Aerospace August 2014 - Present
Columbia International University September 2011 - May 2014
Bingham Academy August 2010 - December 2010
Bank of America November 2007 - August 2010
Bank of America September 2006 - November 2007
CheckPoint HR February 2005 - September 2006
DPM Mellon June 2002 - February 2005
Skills
Accounting, Budgets, Banking, Financial Reporting, Analysis, Finance, Community Outreach, Christian Ministry, Administrative..., Time Management, Customer Service, Account Reconciliation, Payments, Leadership, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Nonprofits, Financial Analysis, Public Speaking
Education
Columbia International University 2011 — 2013
Master of Arts (M.A.), Intercultural/Multicultural and Diversity Studies
Providence College
Bachelor of Arts (B.A.), Finance, General
Arnold Furniture Mfrs., Inc. 2003 - Present
DPM Mellon October 2002 - September 2003
Skills
Furnishings, Furniture, Space planning, Interior Architecture, Budgets, Forecasting, Interior Design, Move Management, Purchasing, Sales, Flooring, New Business Development, Rendering, Retail Design, Project Management, FF&E, Sales Management, Account Reconciliation, Accounting, Product Development, Design Research, LEED, Wood, AutoCAD, Submittals, Custom Furniture, Connectivity, Fine Woodworking, Project Estimation, Quartz, Marble, Space Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics, Accounting, History
Blackwater Capital Management, LLC December 2011 - Present
Bank of New York Mellon July 2008 - January 2010
DPM Mellon April 1999 - July 2008
Tricon U.S.A. May 1991 - May 1993
MidLantic National Bank April 1983 - May 1991
Skills
Hedge Funds, Fund Administration, Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Fund Of Funds, Asset Management, Prime Brokerage, Private Equity, Capital Markets, Alternative Investments, Due Diligence, Mutual Funds, Middle Office, Bloomberg, FX Options, Portfolio Management, Financial Markets, Financial Services
Education
Rider University
BS, Finance
Vorys, Sater, Seymour and Pease LLP September 2015 - Present
Arochi & Lindner, S.C. October 2013 - September 2015
McGivney & Kluger, PC April 2013 - September 2013
EPRI January 2012 - January 2013
Michael Allen, Sole Practice June 2010 - August 2010
United States District Court, District of New Jersey June 2009 - August 2009
The White House May 2007 - August 2007
Tom Kean for Senate Campaign August 2006 - September 2006
Republican National Committee May 2006 - August 2006
DPM Mellon May 2005 - August 2005
Skills
Legal/Advocacy, Writing and Research, Debate, Political Strategy, Legal Writing, Corporate Law, Appeals, Legal Research, Litigation, Legal Issues, Trademarks, Licensing, Trade Secrets, Motions, Policy, Copyright Law, Intellectual Property, Research, Public Speaking, Legal Assistance, Legal Advice
Education
UC Hastings College of the Law 2008 — 2011
Doctor of Law (JD), Intellectual Property Law
Franklin and Marshall College 2004 — 2008
B.A., magna cum laude, History (also studied Government)
University of Oxford 2006 — 2007
1-Year Study Abroad, History
Bridgewater-Raritan High School 2000 — 2004
High School Diploma
Discover Financial Services March 2015 - Present
Commerzbank AG September 2014 - February 2015
HSBC September 2013 - August 2014
M & I Bank May 2013 - October 2013
HSBC February 2011 - May 2013
Deutsche Bank September 2010 - January 2011
Lehman Brothers Holding Inc January 2009 - September 2010
Vanguard Brokerage Services January 2008 - January 2009
Societe Genarale April 2007 - January 2008
DPM Mellon October 2006 - February 2007
Skills
Derivatives, Equities, Capital Markets, Compliance, Banking, Series 24, Series 7, Business Analysis, Options, AML, FX, Customer Relations, Trading Systems, Access, Commodities, Prime Brokerage, Mutual Funds, Brokerage, Excel, Trading, Securities, Word, SQL, Bloomberg, Due Diligence, Business Intelligence, Analysis, Accounting, Investments, Fixed Income, Financial Analysis, Financial Reporting, Hedge Funds, Structured Products, Back Office, Microsoft Office, Bonds, Microsoft Word, Equity Derivatives, Anti Money Laundering, Microsoft Excel, Financial Markets, Equity Trading, Swaps, Customer Service, FX Options, Settlement, Commodity, Portfolio Management, Financial Modeling
Education
City University of New York-Hunter College
MS, Economics
Hofstra University
Database Design
San Diego State University-California State University
BS, Finance
Alpha Theory August 2015 - Present
Investor Analytics January 2015 - July 2015
Investor Analytics July 2013 - January 2015
Investor Analytics October 2010 - July 2013
Investor Analytics January 2007 - October 2010
DPM Mellon 2004 - 2006
Merrill Lynch 1997 - 2004
Skills
Hedge Funds, Fixed Income, Financial Risk, Java, Onboarding, Alternative Investments, SQL, Bloomberg, PostgreSQL, Equities, Valuation, Unix, Salesforce.com, Derivatives, Pre-sales, Financial Modeling, Futures, FX Derivatives, Risk Management, Shell Scripting, Market Risk, Performance Attribution, Financial Services, Risk Analytics, Investments, Oracle, Quantitative Analytics, Market Data, JIRA, Agile Methodolgy, Data Analysis, Agile Methodologies, FX Options, Asset Management, Quantitative Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Bar-Ilan University
Charles Schwab May 2013 - Present
KPMG October 2006 - 2013
Goldman Sachs December 2006 - May 2011
Bear Stearns October 2005 - April 2006
FX Solutions, LLC March 2003 - October 2005
DPM Mellon 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Risk Management, Currency, FX Spot, FX Operations, Trade Operations, Currency Futures, Separately Managed..., Performance Measurement, Performance Attribution, Investment Management, Financial Services, Mutual Funds, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance & International Business
Seton Hall University 1997 — 2001
Bachelor of Science (BSc), Economics
Pope John XXIII 1990 — 1994
The Bank of New York Mellon Corporation October 2013 - Present
The Bank of New York Mellon January 2010 - October 2013
DPM Mellon August 2005 - January 2010
Mellon Financial November 2000 - August 2005
Chicago Mercantile Exchange 1997 - 1999
Skills
Fund Of Funds, Fund Administration, Hedge Funds, Global Custody, Banking, Fixed Income, Fund Accounting, Alternative Investments
Education
Duquesne University 1993 — 1997
BSBA, Finance, 3.3
Thomas McKean High School 1989 — 1993
Honors
Bessemer Trust Company April 2000 - Present
DPM Mellon 1987 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Project Management, Business Analysis, Securities, Financial Services, Risk Management, Investments
Education
Rutgers University-New Brunswick 1982 — 1987
Business and Agricultural Economics, Economics, Statistics, Mathematics
Jefferies & Co May 2007 - Present
D.B. Zwirn & Co October 2006 - December 2006
DPM Mellon September 2004 - October 2006
Education
Kutztown University of Pennsylvania 1999 — 2003
CIT Group, Inc January 2006 - October 2007
DPM Mellon July 2004 - August 2005
Lehman Brothers, Inc March 2003 - July 2004
Education
Rutgers University-New Brunswick 1998 — 2002
B.S., Finance
Bank of New York Mellon 1997 - Present
DPM Mellon May 1997 - November 2005
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Business Analysis, Business Process..., Software Development, FATCA, Business Requirements, Bloomberg
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Economics and Accounting
Bank of America August 2006 - Present
NASD March 2004 - August 2006
DPM Mellon June 2003 - March 2004
Datek Online 2001 - 2002
Education
Rutgers University-New Brunswick 1992 — 2000
TIAA-CREF September 2010 - Present
MetLife February 2006 - September 2010
Crow & Associates April 2003 - January 2006
BT Radianz 2002 - 2003
BusinessEdge Solutions May 2000 - March 2002
DPM Mellon March 1996 - May 2000
Skills
Fixed Income, Business Analysis, SDLC, Risk Management, Derivatives, Financial Services, Vendor Management, VBA, Financial Risk, Enterprise Risk..., Finance, Hedge Funds, Integration, Management, Asset Management, Information Technology, Requirements Analysis, Asset Managment, Valuation, Business Requirements, Business Intelligence, Capital Markets, Trading, Mergers & Acquisitions, Financial Modeling, Collateral Management, Strategy, Credit, Leadership, Analysis, Portfolio Management, Investment Banking, Equities, Banking, Investments, Market Data, Electronic Trading, Bloomberg, Business Process..., Securities, Investment Management, Requirements Gathering, Software Development, Trading Systems, Back Office, PMO, IT Strategy, Project Portfolio..., Visio, Financial Markets
Education
University of Toledo 1993 — 1995
MBA, Finance
University of International Business and Economics 1988 — 1992
Bachelar of Economics, International Business
Tianjin No. 7 high school
Tianjin No. 7 high school
Shorepoint Communications, LLC November 2014 - Present
Independent Contractor July 2014 - November 2014
MetLife Investors Management October 2013 - July 2014
Citco Fund Services February 2012 - August 2013
GM Asset Management August 2009 - July 2011
Citco Fund Services January 2009 - August 2009
Citco Fund Services June 2007 - October 2008
The Bank of New York June 2006 - June 2007
DPM Mellon March 2004 - June 2006
Sumitomo Trust and Bank USA June 1999 - July 2003
Skills
Financial Operations, Hedge Funds, Fund Accounting, Fund Administration, Pension Funds, Financial Reporting, Alternative Investments, Valuation, Mutual Funds, Internal Controls, Private Equity, Accounting, Auditing, Bloomberg, Finance, Account Reconciliation, Fund Of Funds, IFRS, Financial Risk, Financial Statements, Internal Audit
Education
New York Institute of Technology 1983 — 1985
BS, Economics
SUNY Geneseo
BNY Mellon September 2008 - Present
DPM Mellon July 2003 - August 2008
SunGard June 2001 - June 2003
Skills
Hedge Funds, Alternative Investments, Fund Administration, AML, Private Equity, Due Diligence, Customer Relations, New Business Development, Contract Negotiation, Portfolio Management, Fund Of Funds, Financial Services, Securities, Asset Management, Banking, KYC, Financial Analysis, Fixed Income, Fund Accounting, Equities, Derivatives, Mutual Funds, Risk Management, Investment Management, Financial Risk, Bloomberg, Financial Markets, Capital Markets, Corporate Actions, Investments, Relationship Management, Client Services, Customer Service, Global Custody, Middle Office, Valuation
Education
University of Bridgeport 1999 — 2002
M.B.A., Management Information Systems, 3.8
Institut Superieur de Gestion 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Team Beachbody Independent Business Coach May 2015 - Present
BNY Mellon March 2015 - Present
The Bank of New York Mellon September 2006 - March 2015
DPM Mellon 2001 - 2006
Skills
Banking, Fund Accounting, Financial Services, Relationship Management, Securities, Fund Administration, Fixed Income, Global Custody, Mutual Funds, Bloomberg, Funding
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1999
Bachelor of Arts (BA), Economics
FundCount, LLC February 2012 - Present
GlobeOp Financial Services 2011 - 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2011
DPM Mellon 2004 - 2005
PFPC June 2000 - December 2003
Skills
Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, Equities, Derivatives, Fund Accounting, Mutual Funds, Fund Administration, Securities, Alternative Investments, FX Options, Options, Swaps, Corporate Actions, Fund Of Funds, Microsoft Excel, Leadership, Financial Services, Portfolio Management, Middle Office, Bloomberg Terminal, Business Analysis, Back Office, Equity Derivatives, Bonds, VBA, Microsoft Word, Software Implementation, Project Management, Software Implementation...
Education
Indiana University of Pennsylvania
The University of Texas at Arlington
DPM Mellon Operations AnalystBank of New York Mellon2006 - Present
Education
Pace University 1999 — 2003
BBA, Accounting
DPM Mellon January 1998 - April 2012
RP Consulting Group, Inc. 1991 - 1998
Merrill Lynch 1990 - 1991
Elders Futures 1986 - 1990
Rudolf Wolff & Co. Ltd. 1984 - 1986
Sinclair Global Brokerage 1982 - 1984
Skills
Equities, Managed Futures, Derivatives, Options, Due Diligence, Valuation, Fund Administration, Hedge Funds
Education
Syracuse University 1978 — 1982
Economics
FLSV Fund Administration Services LLC July 2012 - Present
Credit Suisse June 2005 - May 2011
DPM Mellon October 2004 - June 2005
Assurant April 2003 - October 2004
Prudential Financial 2002 - 2003
Skills
Financial Analysis, Hedge Funds, Portfolio Management, Budgets
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2002
B.S., Accounting
University of Arkansas at Little Rock 1997 — 1998
None, General
GMO March 2006 - Present
DPM Mellon April 2004 - March 2006
Brookhaven National Laboratory November 2002 - May 2004
Boston University 2000 - 2002
Skills
Monte Carlo Simulation, Derivatives, Quantitative Finance, Portfolio Optimization, Quantitative Analytics, Bloomberg, Equities, Hedge Funds, Options, Fixed Income, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Commodity, Alternative Investments, Asset Managment, Time Series Analysis, Equity Research, Quantitative Investing, Trading Strategies, Investment Management, Investment Strategies, Global Macro, Trading Systems, Asset Allocation, Fund Of Funds, Equity Derivatives, Asset Management, Equity
Education
Università degli Studi di Perugia 1996 — 1999
Ph.D., Theoretical Physics
Scuola di Artiglieria Bracciano - Allievi Ufficiali di Complemento 1995 — 1995
Università degli Studi di Torino 1990 — 1994
M.S. (Laurea), Physics
Liceo Classico "C. Cavour" 1984 — 1989
Maturita' Classica, High School Degree
HSBC March 2006 - June 2012
DPM Mellon May 2005 - March 2006
Skills
Fund Administration, Fund Accounting, Hedge Funds, Fund Of Funds, Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Middle Office, Securities, Equities, Bloomberg Terminal, Global Custody, Corporate Actions, Derivatives
Education
Baruch College 1997 — 2001
BBA, accounting
Merrill Lynch Wealth Management May 1999 - Present
DPM Mellon May 1992 - May 1999
Derivatives Portfolio Management 1992 - 1999
Coopers & Lybrand September 1988 - February 1992
Skills
Alternative Investments, Hedge Funds, Management
Education
Monmouth University 1984 — 1988
BS, Business Accounting
BlackRock June 2015 - Present
Guggenheim Partners September 2004 - February 2015
DPM Mellon August 2002 - August 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Fund Accounting, Fund Of Funds, Hedge Funds, Investor Relations, Legal Documents, Regulatory Reporting, Operations Management, Relationship Management, Separately Managed..., UCITS, Portfolio Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
Loyola University Maryland 1998 — 2002
BBA, Finance
LinkedIn September 2015 - Present
Aon Hewitt February 2013 - Present
Rothstein Kass November 2005 - February 2013
DPM Mellon February 2004 - November 2005
Spherion February 2001 - February 2004
Skills
UltiPro, Cognos, ADP Payroll, HRIS, Word, Excel, PowerPoint, Customer Service, Payroll, Benefits, Employee Relations, Onboarding, Benefits Administration, Outlook, Employee Benefits, Ultipro, Training, Human Resources, Recruiting, Microsoft Excel, Leadership, Organizational..., PeopleSoft, Consulting, Management
Education
New Jersey Institute of Technology 2008 — 2010
MS, Information Systems
Penn State University 1996 — 2000
BS, Business Administration
University Radiology December 2014 - Present
Gargan Benefits Solutions April 2013 - Present
Prevent Child Abuse New Jersey August 2011 - April 2013
WHARFEDALE TECHNOLOGIES, INC August 2005 - December 2011
DPM Mellon April 2003 - March 2005
Tiger Information Systems, Inc. December 1997 - April 2003
Tiger Information Systems, Inc. October 1999 - January 2002
Tiger Information Systems, Inc. July 1998 - October 1999
Tiger Information Systems, Inc. December 1997 - July 1998
EPIX HOLDINGS CORPORATION (formerly EMI) December 1996 - November 1997
Skills
Employee Relations, Applicant Tracking..., Temporary Staffing, Interviews, Recruiting, Talent Acquisition, Human Resources, HRIS, Employee Benefits, Deferred Compensation, Benefits Administration, Training, New Hire Orientations, Management, Payroll, HR Policies, Personnel Management
Education
Rutgers University, Graduate School of Management and Labor Relations
Masters degree, Human Resources Management
Rutgers University, Rutgers College
Bachelor of Science, Administration of Justice and English
Rutgers University-New Brunswick
Criminology Certificate, Psychology and Sociology
West Windsor Plainsboro HS
Direct Energy Business June 2014 - Present
Intercontinental Exchange May 2013 - June 2014
Hess Corporation April 2011 - May 2013
Hess Corporation January 2009 - April 2011
Hess Corporation 2006 - 2009
DPM-MELLON (BNY-MELLON) 2004 - 2006
DPM Mellon 2001 - 2002
DPM-Mellon 2000 - 2001
Skills
Valuation, Risk Management, Forecasting, Excel, Data Analysis, Financial Modeling, Financial Analysis, Analysis, Microsoft Office, Word, Access, Compliance, PowerPoint, Problem Solving, Business Strategy, Budgeting, Cross-functional Team..., Market Risk, Natural Gas, Derivatives, Hedging, Corporate Finance, Internal Controls, Financial Reporting, Budgets, Process Improvement, Bloomberg, Microsoft Excel, Commodity, Finance, Financial Risk
Education
Rutgers Business School 2009 — 2011
Master of Business Administration (MBA), Specialization in Finance, 3.5
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Bachelor of Arts Degree, Economics; Finance
CFA Level II Candidate
CFA Level II Candidate
Federal Farm Credit Banks Funding Corporation November 2005 - Present
DPM Mellon 2003 - 2005
Corporation Service Company 1994 - 2003
Prentice Hall Legal and Financial Services 1992 - 1994
Prentice Hall 1990 - 1991
New York City Computer and Data Communications Agency 1987 - 1989
Education
New York University 1991 — 1994
MS, Computer Science
New York University 1981 — 1985
BA, Chemistry, Computer Science
Fund Dynamics December 2006 - December 2009
SS&C Technologies April 2006 - December 2006
GlobeOp Financial Services June 2005 - April 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Retirement System Group Inc. April 1986 - May 1991
EF hutton & Company, Inc November 1984 - April 1986
Education
New York Institute of Finance 1984 — 1984
None, Commodity Operations
Ocean County College 1982 — 1984
none, Accounting/Business Administration
DPM Mellon May 2006 - Present
Skills
Fund Accounting, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation
Education
Clarion University of Pennsylvania 2001 — 2003
MBA, Finance
Xiamen University 1997 — 2001
BA, Accounting
U.S. Rare Earths Inc. June 2013 - Present
Logic International Consulting Group February 2011 - Present
BNY Mellon 2008 - October 2011
DPM Mellon 2003 - 2006
Citibank, N.A. September 1980 - April 1999
Skills
Alternative Investments, Asset Managment, Investments, Asset Management, Due Diligence, Hedge Funds, Management Consulting, Securities, Business Development, Equities, Management, Private Equity, Valuation, Capital Markets, Derivatives, Financial Services, Fixed Income, Portfolio Management
Education
City University of New York-Brooklyn College 1979 — 1996
BS, Education
Fortress Investment Group June 2009 - February 2014
D.B. Zwirn & Co. June 2006 - June 2009
DPM Mellon June 2005 - June 2006
PFPC October 2002 - June 2005
Skills
Asset Managment, Financial Modeling, Bloomberg, Hedge Funds, Valuation, Fixed Income, Equities, Private Equity, Alternative Investments, Asset Management, Investments, Finance, Capital Markets, Trading
Education
Rowan University 1998 — 2002
BS, Finance, Specialization 3.6, Overall 3.1
Pennsville Memorial High School
Merrill Lynch August 2010 - Present
Stellar Management August 2009 - August 2010
Owl Creek Asset Management April 2007 - August 2009
DPM Mellon January 2005 - April 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Financial Reporting, Excel, Budgeting, General Ledger, Accruals, Reconciliation, Asset Management, PowerPoint, Forecasting, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2004
B.S., Accounting
Sub Station Cafe January 2010 - Present
Fund Dynamics November 2006 - December 2009
SS&C Technologies February 2006 - November 2006
GlobeOp Financial Services June 2005 - February 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Kenmar Advisory Corp January 1991 - June 1996
Retirement Systems Inc January 1986 - May 1991
EF Hutton & Co., Inc November 1984 - April 1986
Skills
Hedge Funds, Fund Administration, Reconciliation, Fund Accounting, Investments, Reconciliations, FX, Accounting, Bloomberg, Financial Reporting, General Ledger, Valuation, Equities, Mutual Funds, Financial Accounting, Accruals, Fixed Income, Securities, Compliance, Derivatives, Fund Of Funds, US GAAP, Risk Management, Cash Flow, Budgeting, Internal Controls, Alternative Investments, Excel, Back Office, Accounts Payable, Customer Relations, Private Equity, Portfolio Management, Due Diligence, Cash, Forecasting, Commodity, Financial Statements, Account Reconciliation
Education
Ocean County College 1982 — 1984
Business Administration/Accounting
NY Institute of Finance
Ocean County College
Accounting
Hess Energy Trading Company October 2010 - Present
Valhalla Capital Advisors February 2008 - September 2010
GSC Corp. 2007 - 2008
DPM Mellon 2003 - 2007
Skills
Fixed Income, Derivatives, Valuation, Bloomberg, Hedge Funds, Trading, Commodity, Commodity Markets, Investments, FX Options, Options, Equities, Financial Modeling, Capital Markets, Bloomberg Terminal, Hedging, Middle Office
Education
The College of New Jersey 1999 — 2002
Bachelors of Science, Economics
University of Scranton
Eli Lilly and Company March 2012 - Present
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company 2009 - March 2012
Ortho Clinical Diagnostics January 2008 - July 2009
Goldman Sachs January 2006 - January 2008
DPM Mellon October 2004 - January 2006
Skills
Financial Analysis, Forecasting, Financial Reporting, Process Improvement, Pharmaceutical Industry, Budgets, Corporate Finance, SAP, Analysis, Finance, Team Leadership, Project Planning, Cross-functional Team..., Leadership, Change Management, Strategy, Management, Auditing, Internal Controls, Risk Management, Managerial Finance, Mergers & Acquisitions, Business Analysis, Data Analysis, Financial Modeling, Business Strategy, Business Process..., Business Planning, Project Management, Internal Audit
Education
University of Scranton 2000 — 2004
BS, Finance and Economics
RBC Wealth Management May 2013 - Present
Goldman Sachs (Cayman) Trust Ltd. April 2011 - December 2012
BNY Mellon - Alternative Investment Services March 2009 - April 2011
Schwab Institutional July 2008 - February 2009
DPM Mellon October 2005 - May 2008
ALPS, A DST Company August 2004 - September 2005
Skills
Fund Administration, Mutual Funds, Securities, Investor Relations, Hedge Funds, Retirement Planning, Fund Accounting
Education
Colorado State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General