Pershing, a BNY Mellon company
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Pershing, a BNY Mellon company Employees
Pershing, a BNY Mellon company 2015 - Present
NYSE Euronext 2006 - 2015
VONAGE 2004 - 2006
New York Mercantile Exchange 2003 - 2004
TD Ameritrade 2000 - 2003
Lockheed Martin 1997 - 2000
Lucent Technologies - Bell Labs 1996 - 1997
Lockheed Martin 1993 - 1996
Skills
Risk, Risk Management, Risk Assessment, Strategic Sourcing, Strategic Thinking, Quality, Quality Assurance, Quality Management, Service Management, IT Service Management, Service Delivery, Agile, Agile Project Management, SDLC, Market Data, Trading Systems, System Dynamics, Organizational Change, Change Management, Change Leadership, Organizational Dynamics, Vendor Management, Financial Risk, Agile Methodologies, Process Improvement, Enterprise Architecture, Leadership, IT Strategy, Requirements Analysis, Equities, Integration, Trading, Business Analysis, ITIL, Program Management, Derivatives, Sybase, Fixed Income, PMO, Low Latency, Outsourcing, Disaster Recovery, Software Project..., Employee Management, Financial Markets, Options, Team Leadership, Financial Services
Education
INSEAD 2010 — 2010
Executive Education, Senior Leadership and Management Program
Massachusetts Institute of Technology 1997 — 1999
Master's Degree, Sloan School of Management and School of Engineering
American University 1990 — 1993
BS
Delegated Planning, LLC July 2011 - Present
Chesney & Company, Inc. May 2005 - June 2011
Mike Guess & Associates July 2003 - May 2005
Allmerica Financial/VeraVest Investments, Inc. January 1999 - July 2003
Pershing, a BNY Mellon company September 1997 - September 1998
Education
College for Financial Planning 2007 — 2009
Master's Degree, Personal Financial Planning
University of Virginia 1990 — 1994
Bachelor's Degree, Commerce
Freddie Mac August 2015 - Present
Freddie Mac June 2014 - August 2015
Pershing, a BNY Mellon company June 2013 - August 2013
SMA Medical Labs August 2009 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Teamwork, Leadership, Data Analysis, Customer Service, Budgets, SQL, Project Management, Insurance, Invoicing, Social Networking, SharePoint, Research, Analysis, Process Improvement, Communication, ITIL, Philanthropy, Disaster Recovery, Testing, Planning, Training, ARIS, Workflow Diagrams, BMC Remedy, ServiceNow, Recruiting, Vendor Risk Management, UAT Coordination, Business Continuity, Business Case..., Governance
Education
Smeal College of Business, Penn State University 2011 — 2014
Business Management, Management Information Systems
Bar-Ilan University 2010 — 2011
Pershing, a BNY Mellon company April 2013 - Present
FBOP Corporation February 2006 - March 2013
Pershing LLC February 1995 - February 2006
Warehouse Management December 1989 - February 1995
Skills
• Executive Level..., • Microsoft PowerPoint, • Microsoft Excel, • Microsoft Word, • Microsoft SharePoint, • QuickBooks, • Travel coordination, • RFP process, • Event planning, • Meeting planning, • Calendar management..., • Video conferencing, PowerPoint, Microsoft Excel, SharePoint, Event Planning, QuickBooks, Endorsements
Education
DePaul University 1983 — 1987
Bachelor of Arts (B.A.), Psychology, 3.35
Marengo
Pershing, a BNY Mellon company 2008 - 2014
Citi 2006 - 2008
Vonage January 2003 - 2006
Deutsche Bank 2002 - 2003
Goldman Sachs 2000 - 2002
J.P. Morgan 1999 - 2000
AT&T & Bell Laboratories 1989 - 1996
Skills
SDLC, Solution Architecture, Enterprise Architecture, Agile Methodologies, SOA, Integration, Java, Java Enterprise Edition, Web Services, Oracle, Sybase SQL Anywhere, MySQL, SQL, Spring, Hibernate, J2EE Web Services, JBoss Application Server, Tomcat, JRun, TIBCO EMS, Unix, Linux, Software Development, Eclipse, Servlets, JSP, JSF, Dojo, AJAX, JavaScript, Log4j, Software Project..., ClearCase, Subversion, CVS, Spring Framework, WebLogic
Education
Stevens Institute of Technology 1990 — 1994
Master of Science (MS), Computer Software Engineering
AGH University of Science and Technology 1980 — 1985
Master of Science (MS), Computer Systems Networking and Telecommunications
Amalgamated Bank May 2015 - Present
deVere Group 2014 - February 2015
Cetera Financial Group February 2012 - August 2014
JPMorgan Chase May 2006 - February 2011
Ameriprise Financial Services, Inc. December 2004 - May 2006
Millennium Partners August 2001 - November 2003
Pershing, a BNY Mellon company September 1996 - August 2001
Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2006
Bachelor's Degree, International Law and Legal Studies
Bishop Ford Central Catholic HS 1987 — 1991
High School
Younique Products January 2015 - Present
Pershing, a BNY Mellon company August 1994 - Present
Bnymellon August 1993 - Present
Skills
Fixed Income, Equities, Bloomberg, Securities, Investment Banking, Investments, Asset Management, Banking, Corporate Finance, Financial Services, Mutual Funds, Financial Risk, Corporate Actions, Back Office, Credit Risk
Education
Rockville university Florida 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Sarasota University 2006 — 2009
Bachelor's degree, Finance, General
Rochville university
Bachelor's degree, Finance, General
Sarasota University
Bachelor's degree, Finance, General
Sarasota University
Bachelor's degree, Finance, General
Wagner College October 2007 - Present
College of Staten Island, City University of New York 2004 - 2007
New York Public Library 2003 - 2004
Pershing, a BNY Mellon company 1997 - 1999
Skills
Microsoft Office, Research, Educational Technology, Course Management..., Web Design, Instructional Technology, Staff Development, Information Literacy, Collection Development, Teaching, Library Research, Higher Education, Digitization, Cataloging, Academic Libraries, Curriculum Design, Library Science, Student Affairs, Digital Libraries, Library Instruction, Classroom Instruction, Curriculum Development, LibGuides, Metadata, Classroom, Tutoring, Editing, Community Outreach, Distance Learning, Assistive Technology, Archival Research, Virtual Reference, Library Management, History, Literature, Grant Writing, Taxonomy, Learning Management..., Social Media..., Technical Support, CSS, JavaScript, HTML 5, Digital Archiving, Electronic Resources, Digital Preservation, Reference Services
Education
Rutgers, The State University of New Jersey 2002 — 2004
MLIS, Library & Information Science
City University of New York-Hunter College 2000 — 2002
MA, English & American Literature
City University of New York-College of Staten Island 1998 — 2000
BA, English
Beiersdorf June 2015 - Present
Ipsos February 2013 - May 2015
J. Crew November 2012 - January 2013
Babson Skating Center October 2008 - January 2011
Pershing, a BNY Mellon company June 2009 - August 2010
Skills
Project Management, Social Media, Event Planning, Microsoft Office, Marketing Communications, Event Management, Marketing, Social Media Marketing, Marketing Research, Public Speaking, Questionnaire Design, PowerPoint, Social Networking, Management, Team Building, Minitab, Corporate Social..., Writing, Analysis, Retail
Education
Babson College 2008 — 2012
Bachelor of Business Administration (BBA), Business Management
American Institute of Foreign Study, Florence 2011 — 2011
Italian Studies and Art History
New York University in Buenos Aires 2011 — 2011
Spanish and Politics
ROJW April 2005 - Present
Journal Square Orthodontics 2011 - 2012
Pershing, a BNY Mellon company November 2009 - August 2010
Skills
Bilingual, Medical Billing, Customer Service, Accounts Receivable, Medical Coding, Insurance, Administrative..., Health Insurance, Training, Outlook, Account Reconciliation, Teamwork, Invoicing, Microsoft Excel, Fax, Finance, Analysis, Risk Management, Office Management, Software Documentation, Accounts Payable, Medicare, Settlement, Claim, Access, Benefits Administration, Telephone Skills, Time Management, Microsoft Word, Payroll, Lotus Notes, Spreadsheets, Call Centers, Employee Benefits, Data Entry
Education
Anthem Institute-Jersey City 2010 — 2011
Medical Billing and Coding, Medical Billing and Coding
James J. Ferris High School 2007 — 2010
Computer Applications, Office Procedures, Office Techniques, Business Administration and Management, General
Pershing, a BNY Mellon company March 2014 - Present
Pershing, a BNY Mellon company May 2012 - March 2014
Pershing, a BNY Mellon company April 2011 - May 2012
Pershing, a BNY Mellon company March 2009 - April 2011
Pershing, a BNY Mellon company July 2008 - March 2009
Skills
Mutual Funds, Financial Services, Series 7, Securities, Risk Management, Equities, Investments, Asset Management, Wealth Management, Portfolio Management, Series 63, Relationship Management, Investment Advisory, Enterprise Software, Business Planning
Education
Drexel University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Crestron Electronics July 2014 - Present
Pershing, a BNY Mellon company January 2014 - June 2014
BNY Mellon October 2008 - July 2013
Mellon Financial October 2000 - October 2008
Buck Consultants (later bought by Mellon Financial) October 1994 - October 2000
Reed Elsevier June 1991 - October 1994
Murdoch Magazines May 1987 - June 1991
Skills
Desktop Computers, Server Technology, Cisco Networking, Computer Technology, Computer Operations, IT Procurement, Metrics Reporting, Software Installation, Troubleshooting, Help Desk Support, Citrix, Desktop Deployment, VPN, Software Documentation, Technical Support, Desktop Application..., Printers, Computer Hardware, Laptops, Hardware, HP, Change Management, Dell Computers, Windows XP, Financial Services, Operating Systems
Education
Computer Processing Institute 1986 — 1987
Computer Operations
Bergen Community College 1984 — 1987
College of the Holy Cross September 2011 - May 2015
Zero + Maria Cornejo May 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Event Planning, Leadership, Social Media, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Research, Sales, English, Spanish, Facebook
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
Pershing, a BNY Mellon company September 2014 - Present
Pershing, a BNY Mellon company June 2012 - August 2014
Citi February 2011 - May 2012
Interactive Data (IDC) March 2005 - November 2010
Interactive Data March 2000 - March 2005
Muller Data Corporation March 1996 - February 2000
Muller Data Corporation March 1989 - February 1996
J&W Seligman March 1986 - March 1989
Deloitte April 1984 - March 1986
GE June 1982 - March 1984
Skills
PMO, Project Planning, Project Implementation, Project Portfolio..., Software Project..., Program Management, Business Analysis, Business Process..., Business Process Design, Requirements Gathering, Requirements..., Documentation, Document Management, Test Planning, User Acceptance Testing, SAS70, Compliance, Banking, Fixed Income, PMI, MS Office Suite, SDLC, Software Documentation, Requirement..., Project Management, Microsoft Office, Visio
Education
Pace University - Lubin School of Business
MBA, Finance
City University of New York-Brooklyn College
BS, Computer Science
JPMorgan Chase April 2011 - Present
Pershing, a BNY Mellon company March 2008 - March 2011
Bank of America Merrill Lynch February 2007 - March 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch February 2001 - April 2007
MetLife 1999 - 2001
ING 1998 - 1999
ING 1984 - 1998
Skills
Human Resources, Succession Planning, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Employee Relations, HRIS
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Goldman Sachs June 2014 - June 2015
BNP PARIBAS October 2013 - April 2014
UBS February 2002 - March 2013
Pershing, a BNY Mellon company September 1998 - February 2002
Skills
Fixed Income, MBS, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Trading Systems, DTC, Repo Pairoffs, Margin calls, Operational Risk, Anti Money Laundering, Internal Fraud Awareness, Introduction to Swap..., Lean Process Excellence..., Enhance Client Services, Dodd-Frank Act..., Six Sigma Yellow and..., Derivatives, Back Office, Equities, Financial Risk, Settlement, Securities
Education
Borough of Manhattan Community College 1984 — 1985
Business Administration and Management, General
FDR HIGH SCHOOL 1981 — 1984
Regents diploma graduate
Pershing, a BNY Mellon company March 2014 - Present
Morgan Stanley Smith Barney August 1989 - January 2014
Merrill Lynch September 1988 - August 1989
Manufacturer's Hanover Trust Company September 1985 - August 1988
Skills
SDLC, DB2, Business Objects, VSAM, COBOL, Visio, Financial Services, Mainframe, Business Requirements, Business Analysis, Testing, Requirements Gathering, JCL, Systems Analysis, Analysis, Requirements Analysis, Risk Management, Vendor Management, IT Strategy
Education
Brooklyn College 1981 — 1985
B.S., Computer Science, Accounting
Celgene November 2012 - Present
Weil Gotshal and Manges 2011 - October 2012
Global Association of Risk Professionals April 2007 - May 2012
Pershing, a BNY Mellon company September 2005 - March 2007
AICPA August 2002 - September 2005
J.P. Morgan October 2000 - July 2002
AXA Equitable March 1998 - October 2000
Skills
Graphic Design, Web Design, Web Development, Databases, Database Design, Adobe Creative Suite, User Experience, Customer Service, Client Representation, Business Development, Email Marketing, Marketing, Management, Team Building, Social Media, Copywriting, Advertising, Entrepreneurship, Social Networking, Press Releases, Dreamweaver, Online Marketing, Editing, Social Media Marketing, CMS, WordPress, SharePoint, Newsletters, Photoshop, Training, InDesign, Analysis, Microsoft Office, Online Advertising, Event Planning
Education
Anthem Institute-Jersey City 2001 — 2003
Diploma, Web Development & Business Programming
Lincoln High School 1994 — 1998
Diploma, General Studies
Pershing, a BNY Mellon company October 2014 - Present
Knowledgent November 2013 - October 2014
Sapient December 2009 - November 2013
HSBC November 2006 - November 2009
Citizens Bank 2005 - 2006
JPMorgan Chase 1997 - 2005
Skills
Recruiting, Financial Services, Banking, Talent Acquisition, Applicant Tracking..., Talent Management, Onboarding, Sourcing, Executive Search, Technical Recruiting, Vendor Management, College Recruiting, Performance Management, Employee Relations, Succession Planning, Benefits Negotiation, Internet Recruiting, Employer Branding, Contract Recruitment, Workforce Planning, Multi-Cultural Team..., Organizational..., Personnel Management, Project Delivery, Human Resources, Management, Strategy, Leadership, Temporary Placement, Employee Engagement, Finance, Team Management, Team Leadership, HRIS, Interviews, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Business Administration, Management and Operations
La Salle University 1989 — 1993
MA Psych, Clinical Psychology
SunGard July 2014 - Present
Driscoll Marketing Consultancy January 2013 - July 2014
Pershing, A BNY Mellon Company October 2011 - December 2012
Broadridge Financial Solutions October 2008 - October 2011
CIT 2004 - 2008
CIT 2004 - 2006
ING Investment Management 2001 - 2003
ADP 1990 - 2001
Skills
Corporate Communications, Strategy, Marketing Strategy, Marketing Communications, Thought Leadership, Marketing Automation, Integrated Marketing, Management, Brand Architecture, Crisis Management, Financial Services, Market Research, Email Marketing, Marketing, Product Management, Strategic Planning, Budgets, Start-ups, B2B, Leadership, E-commerce, Internal Communications, SEO, Advertising, Program Management, Public Relations, B2B Marketing, Social Media, Sales, Customer Acquisition, Strategic Partnerships, Business Intelligence, Business Strategy, Outsourcing, Analytics, CRM, Direct Marketing, Competitive Analysis, Product Marketing, Salesforce.com, Executive Management, Finance, Lead Generation, Segmentation, Relationship Management, Banking, P&L Management, Marketing Management, Demand Generation, Project Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Mini-MBA Digital/Social Media Marketing
Columbia University in the City of New York
School of Journalism, Smarter Social Media for Journalists, Bloggers and Media Professionals
Harvard Business School
Executive Education Program, Business to Business Marketing Strategy
University of Pennsylvania - The Wharton School
Certificate Programs: Securities Industry Institute, Leading and Managing People
Fordham Gabelli School of Business
MBA, Marketing
Villanova University
School of Business, BS Accounting
Credit Suisse 2014 - Present
Pershing, a BNY Mellon company 2013 - 2014
MetLife 2012 - 2013
Citi 2000 - 2012
Prudential Financial 1997 - 2000
Chase 1995 - 1998
National Medical Care 1993 - 1995
Skills
Virtualization, ITIL, Enterprise Architecture, Cloud Computing, Servers, IT Strategy, Vendor Management, Infrastructure, Enterprise Software, Risk Management, Storage, Networking, SDLC, Portfolio Management, Information Technology, Management, Project Management, enter, Data Center, Information Security..., Program Management, Disaster Recovery, Service Delivery, Resource Management, IT Management, IT Service Management, PMO, Project Portfolio..., SAN, Strategy
Education
City University of New York City College
Electrical Engineer, Electrical and Electronics Engineering
1st Grade Investigations Inc. January 2013 - Present
1st Grade Investigations Inc. February 2012 - Present
NYPD July 1986 - December 2011
Precinct Detective Squad New York City Police Department December 1994 - November 2011
Precinct New York City Police Department January 1988 - December 1994
Pershing, a BNY Mellon company 1983 - 1986
Skills
Interrogation, Risk Assessment, Assets Recovery, Missing Persons, Security Management, Expert Witness, Executive Protection, Skip Tracing, Surveillance, Criminal Investigations, Private Investigations, Criminal Justice, Enforcement, Police, Investigation, Homeland Security, Investigative Reporting, Security Operations, Corporate Security, Patrol, Criminal Law, Background Checks, Firearms, Fraud, Public Safety, Counterterrorism, Crime Prevention, Emergency Management, Physical Security, Homicide Investigations, Internal Investigations, Personal Protection, Protection, Personal Security, Access Control, Tactics, Crisis Management, CCTV, Interrogation Techniques, Forensic Analysis, Evidence, Computer Forensics, Dignitary Protection, Intelligence Analysis, Asset Protection, Counterintelligence, Interviews, Workplace Violence, Law Enforcement..., Undercover
Education
John Jay College of Criminal Justice 2004 — 2006
Power Memorial Academy 1979 — 1983
High School
Power Memorial Academy Class of
John Jay College
UBS Investment Bank March 1996 - May 2012
Pershing, a BNY Mellon company 1990 - 1996
Skills
Microsoft Office, ADP, DTC, AUTEX, Keylink, ADP Payroll, Middle Office, E-banking, Customer Information..., Back Office, Settlement, Prime Brokerage, Bloomberg, Internet Banking, Equities, Fixed Income, Euroclear, FED, CLS, Derivatives, Swaps, Equity Derivatives, Collateral Management, Capital Markets, Trading Systems, Electronic Trading, Bonds, Securities, Hedge Funds, Options
Education
City University of New York-Baruch College 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
George Westinghouse HS
Pershing, a BNY Mellon company February 2013 - Present
Pershing LLC October 2008 - February 2013
Lehman Brothers September 2007 - September 2008
MBIA Insurance Corp. 1996 - 2006
MBIA 1996 - 2006
Skills
Marketing Communications, Marketing, Corporate Communications, Creative Direction, Program Management, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments
Education
Binghamton University 1992 — 1996
BA Economics
Pershing, a BNY Mellon company July 2014 - Present
BNY Mellon October 2008 - July 2014
Intuit January 2006 - January 2008
Flex Hose January 2004 - January 2006
TD Ameritrade January 1998 - January 2004
Skills
Relationship Management, Sales, Banking, New Business Development, CRM, Series 7, Fixed Income, Mutual Funds, Client Development, Global Custody, Cross Selling, Manage Client..., Investment Advisory, FX trading, Cash Management, Derivatives, Salesforce.com, Series 66, Licensed Life & Health..., Business Process..., Global Business..., International Relations, Client Service Oriented, Prime Brokerage, Global Client Management, International Business, repos, Liquidity Solutions, Treasury Services, Client Presentation, Margin, Global Delivery, Lean Six Sigma, Asset Management, Client Services, Financial Analysis, Strategy, Investment Properties, Management, Equities
Education
Columbia College
B.A, Business Administration
Pershing, a BNY Mellon company January 2014 - Present
Pershing, A BNY Mellon Company September 2012 - January 2014
Barnard College January 2011 - May 2012
Pershing June 2011 - August 2011
Pershing June 2010 - August 2010
City at Peace-National June 2009 - August 2009
New York Public Library September 2006 - August 2008
Skills
Spanish, French, Microsoft Office, Word, Non-profits, Excel, Social Media, English, PowerPoint, Writing, Event Planning, Data Entry, Community Outreach, Research, Training, Public Speaking, Volunteer Management, Analysis, Human Resources, International Relations, Marketing, Strategy, Strategic Planning, Data Analysis, Social Networking, Microsoft Excel, Nonprofits
Education
Barnard College 2008 — 2012
Sociology, Sociology
Columbia University in the City of New York 2008 — 2012
School for International Training 2011 — 2011
International Studies and Multilateral Diplomacy (Switzerland), Junior
App-Solut Technology Consultants February 2012 - Present
Healthesystems December 2012 - June 2014
Pershing, a BNY Mellon company November 2006 - November 2011
Pershing, a BNY Mellon company August 2000 - November 2006
Summit Bank/Bank of America March 2000 - July 2000
JPMorgan Chase November 1998 - March 2000
CMC Ltd 1996 - 1998
Skills
SDLC, Database Design, Data Architecture, Business Intelligence, Master Data Management, Requirements Analysis, Enterprise Architecture, ETL, Physical Data Modeling, Data Warehousing, Microsoft SQL Server, Logical Data Modeling, Data Modeling, Data Marts, Erwin, SQL, Oracle, Sybase, UML, Data Management, Conceptual Modeling, Agile Methodologies, SOA, Trading Systems, Reference Data, Financial Services, Data Migration, Business Requirements, Requirements Gathering, Data Integration, PL/SQL, Business Analysis, Product Management, Agile Project Management, TQM, Performance Tuning, SQL Tuning, Data Quality, XML, OLAP, Software Development, OLTP, TOGAF, Relational Databases, Back Office, Systems Analysis, Web Applications, Market Data, Business Intelligence..., Business Process Design
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, 3.51
Nagarjuna University 1988 — 1992
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, First Division
Zimmer March 2015 - Present
Stryker January 2014 - August 2014
Rutgers University: Dr. Jingang Yi July 2013 - May 2014
Rutgers University: Dr. Aaron Mazzeo Research Group June 2013 - January 2014
Gansevoort Hotel Group March 2010 - May 2010
Tiffany & Company April 2006 - December 2009
Pershing, a BNY Mellon company 2004 - 2005
Skills
AutoCAD, Photoshop, Matlab, Solidworks, Illustrator, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Acrobat, Retail Design, Project Management, Abaqus, PowerPoint, Management, Engineering, Drawing, Interior Design, SolidWorks, CAD, Research, Manufacturing
Education
Rutgers University-New Brunswick 2012 — 2014
Bachelor's Degree, Mechanical Engineering
County College of Morris 2011 — 2012
Associate's Degree, Engineering Science
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2003
Bachelor's degree, Visual Arts - Sculpture
University of Mary Washington 1999 — 2001
Pershing, a BNY Mellon company June 1996 - Present
Skills
Mutual Funds, Offshore Mutual Funds, Alternative Investments, Team Building, Relationship Management, Project Management, Leadership Development, Strategic Planning, FundSERV, Euroclear, Series 7, Series 63, Series 24, Fund Of Funds, Financial Services, Hedge Funds, Risk Management, Strategy, Trading
Education
Boston College 1992 — 1995
Bachelor of Science (BS), Finance
Christian Brothers Academy
College of Saint Elizabeth September 2011 - April 2012
Pershing, a BNY Mellon company October 2010 - August 2011
Education
College of Saint Elizabeth 2011 — 2015
Sociology
Lincoln High School 2007 — 2011
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company August 2014 - December 2014
Pershing October 2011 - July 2014
Pershing December 2009 - October 2011
Fulcrum Logic May 2009 - July 2009
Packeteer May 2006 - October 2008
Tacit Networks January 2006 - May 2006
Mobiliti December 2004 - December 2005
Horizon Companies 1999 - 2003
Tata Consultancy Services November 1997 - December 1998
Skills
SDLC, Business Analysis, Software Project..., Agile Methodologies, Requirements Analysis, PMP, Program Management, Project Management, PMO, Process Improvement, Visio
Education
Rutgers University-New Brunswick 2004 — 2008
MBA, Finance
Cochin University of Science and Technology 1994 — 1997
MCA, Computer science
University of Hyderabad 1992 — 1993
DCA, Computer science
Tri-State Advisory Group LLC (Registered Veteran Owned Business) August 2014 - Present
AE Distributors January 2014 - Present
Cornerstone Energy Group, LLC July 2012 - Present
United States Marine Corps February 2005 - December 2013
Ambit Energy (ESCO) August 2010 - September 2013
Halcyon Asset Management LLC January 2008 - May 2013
Pershing, a BNY Mellon company July 2006 - December 2007
Merrill Lynch September 2003 - July 2006
Skills
Finance, Microsoft Excel, Marketing, Microsoft Office, Strategic Planning, Project Management, Customer Service, Financial Modeling, Business Analysis, Team Leadership, Financial Reporting, Private Equity, Financial Analysis, Outlook, Microsoft Word, Valuation, PowerPoint, Accounts Receivable, Accounting, Asset Management, Investments, Mentoring, Public Speaking, Presenter, Leadership, Access, Time Management, Analysis, Management
Education
City University of New York-College of Staten Island 2000 — 2003
B.S., Communications: Media Studies
Hunter College 1998 — 2000
Pre-Medicine/Pre-Medical Studies
Monsignor Farrell High School 1994 — 1998
Pershing, a BNY Mellon company April 2012 - Present
Bessemer Trust March 2011 - September 2011
Citibank July 2010 - January 2011
Thomson Reuters June 2009 - June 2010
NYFIX, Inc. August 2006 - July 2008
American Stock Exchange October 2004 - September 2006
Telerate February 2002 - October 2004
Booz Allen & Hamilton May 2000 - August 2001
Nextera Interactive October 1998 - May 2000
Chase Manhattan Bank August 1991 - October 1998
Skills
PMO, Program Management, PMP, Strategic Planning, Social Networking, Scrum, Agile, Pivot Tables, Software Project..., Full SDLC, Information Security..., Financial Markets, ITIL v3, Clarity, HP PPM, Financial Reporting, Management Reporting, Expense Budgeting, Capital Budgeting, SharePoint, Certified Project..., Waterfall, RUP, Compliance, Cross-functional Team..., Project Management, Project Reporting, Sourcing & Procurement, Business Process..., Vendor Management, MS Project, MS Office Suite, Visio, Spanish, Private Banking, Private Wealth..., Hiring, Fixed Income, Equities, Virtual Teams, Skilled Communicator, Knowledge Management, Compliance Audits, ITIL, Management, Project Portfolio..., Agile Methodologies, Budgets, Microsoft Office, Strategy
Education
NYU Stern School of Business 1989 — 1991
MBA
Karl Marx University of Economics - Budapest, Hungary 1986 — 1986
Program Manager
Dartmouth College 1981 — 1986
BA
Eton College 1980 — 1981
A-Levels
The Hill School 1977 — 1980
HS Diploma
Nomura April 2014 - Present
Morgan Stanley May 2013 - April 2014
Broadridge Financial August 2012 - November 2012
Sprint, PCS Superstore October 2010 - September 2012
Pershing, a BNY Mellon company November 2009 - September 2010
The Madison Square Garden Company January 2009 - May 2009
Skills
Home Networking, Microsoft Office, PeopleSoft, Lotus Notes, Adobe Acrobat, NetX360, DTC, E*Boss, Fixed Income, Analysis, Training, Microsoft Excel, Accounting, Insurance, Mutual Funds, Bonds, PowerPoint, Equities
Education
City University of New York-Brooklyn College 2007 — 2010
Bachelor of Science, Business, Management and Finance
Knight Capital Group March 2005 - August 2011
SunGard Trading Systems/BRASS March 2002 - March 2005
SunGard/BRASS 2002 - 2005
Wien Securities Corp March 1998 - October 2001
Pershing, a BNY Mellon company July 1996 - March 1998
Chemical Securities Investment Corp July 1993 - June 1996
Skills
Trading Systems, Equity Trading, Series 7, Bloomberg, Trading, Software Project..., Product Management, Account Management, Trade Sales, Securities, SDLC, Options, Project Management, Market Data, Equities, Fixed Income, Financial Services, Electronic Trading, Bloomberg Terminal, Order Management, Capital Markets, Financial Markets, Derivatives, FX Options, Settlement, Back Office, Low Latency, Finance
Education
Boston College 1986 — 1990
BA, Computer Science
Westbury Sr. High School 1983 — 1986
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Pershing, a BNY Mellon company 2012 - Present
BNY Mellon 2008 - 2011
BNY Mellon 2006 - 2008
BNY Mellon 2004 - 2006
BNY Mellon 2001 - 2004
BNY Mellon 1994 - 2001
Shearson Lehman Brothers, Inc 1990 - 1992
Curchin and Company CPA firm 1987 - 1989
ADP 1982 - 1986
Skills
Financial Analysis, Regulatory Reporting, Credit Risk, Team Building, Banking, Derivatives, Risk Management, Securities, Corporate Finance, Financial Services, Finance, Credit, Basel II, Credit Analysis, Analysis, Trading, Auditing, Regulatory Requirements
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance and Marketing
University of Maryland College Park 1984 — 1986
BS, Accounting
Rider University 1978 — 1982
BS in Commerce, Business
Woodbridge Senior High School
GE Capital January 2015 - Present
Synchrony Financial January 2015 - Present
Amazon October 2014 - January 2015
Covance December 2013 - September 2014
LabCorp December 2013 - September 2014
BNY Mellon May 2012 - December 2013
Pershing, a BNY Mellon company May 2012 - December 2013
KIPP June 2010 - May 2012
The Harley Group @ Financial Companies July 2008 - June 2010
Luminent Mortgage Capital February 2007 - July 2008
Skills
Windows..., Exchange 2000, 2003,..., SQL 6.5, 7.0, 2000,..., VMware, Citrix, Microsoft Hyper-V Server, DEC/Compaq/HP OpenVMS..., Linux, SUN Solaris, IBM AS/400, Databases: SQL, Oracle,..., Lotus Notes Domino..., Cisco Firewalls (ASA..., Cisco Call Manager, Cisco Switches, Juniper NetScreen, Fortinet Fortigate, Baracuda, Kaseya, Solarwinds, Microsoft Dynamics GP, SUN Accounting, Filenet, Documentum, Intex, CDOnet, ABSnet, Bond Studio, TPG, SAS, SSI LMS, SS&C CAMRA, Antares and Debt &..., ERP, Blackberry Enterprise..., Smart Phone Technologies, GFI Mail Archiver, HP Openview, Applied Systems Vision, AMS360, Market Data: Bloomberg,..., Phone Systems: Nortel..., Smart Phone..., Hedge Funds, Microsoft SQL Server, Blackberry, Derivatives, Telephone, Windows, Microsoft Exchange
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Arts (BA), Business and Technology
Mercer County Community College
Associate of Science (AS), Information Systems
Alfred University
Ceramic Engineering
The Hun School of Princeton 1975 — 1979
College Prep
Frontier Communications June 2014 - Present
Pershing, a BNY Mellon company 2007 - 2012
Charles Schwab September 2006 - September 2007
SunGard Higher Education Managed Services, Inc. September 2005 - September 2006
Massey Services, Inc. September 2004 - September 2005
Sprint July 2001 - August 2004
Skills
Customer Service, Lotus Notes, Access, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Call Centers, Troubleshooting, PowerPoint, Windows 7, Customer Satisfaction, Windows, Computer Hardware, Team Leadership, Training, Data Entry, Databases, SQL, Technical Support, PeopleSoft
Education
Daytona State College
Computer Information Technology
Pershing, a BNY Mellon company December 2010 - Present
Pershing, a BNY Mellon company July 2008 - November 2010
Skills
Mutual Funds, Portfolio Management
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2014
Master's degree, Finance
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor's degree, Finance
Pershing, a BNY Mellon company November 2014 - Present
McAdam Financially Advanced™ July 2014 - November 2014
Clarion University of Pennsylvania August 2013 - December 2013
Hartzell's Water Conditioning Inc. March 2012 - December 2013
Clarion University of Pennsylvania January 2013 - May 2013
Clarion University of Pennsylvania May 2010 - March 2012
Skills
Managed Investments, Mutual Fund Wrap, Finance, UMA, SMA, Microsoft Office, Microsoft Excel, Microsoft Word, Google Docs, Higher Education, Microsoft PowerPoint, Microsoft Access
Education
Clarion University of Pennsylvania 2010 — 2013
Bachelor of Science in Business Administration, Finance and Business Economics, 4.0
Preferred July 2014 - Present
Pershing, a BNY Mellon company December 2011 - July 2014
Oracle March 2011 - December 2011
Pershing, a BNY Mellon company October 2007 - March 2011
DSG, Inc. June 2006 - October 2007
Skills
Microsoft Office, Customer Service, Strategic Planning, Java, JavaScript, Microsoft Access, Bash, APL, Unix, Microsoft SQL Server, MySQL, Databases, SQL, Data Analysis, SSIS, Process Improvement, Access, Testing, ERP
Education
Carnegie Mellon University 2001 — 2005
Bachelor of Science (B.S.), Information Technology Policy and Management
STRAP CORP May 2013 - Present
Kettle June 2015 - August 2015
K Street Partners April 2015 - May 2015
McKinsey & Company December 2014 - January 2015
Pershing, a BNY Mellon company July 2014 - September 2014
ACE Portal February 2014 - July 2014
Digital Pulp November 2013 - January 2014
Siteworx, LLC June 2013 - October 2013
Sotheby's International Realty January 2012 - September 2013
Rhythm NewMedia October 2010 - January 2012
Skills
UX/UI/IA, Project Management, Art Direction, Information Architecture, User Experience Design, Pitching Ideas, User Experience, Creative Direction, Product Design, Interaction Design, User Interface Design, Wireframes, Digital Strategy, Graphic Design, SEO, Illustrator, Digital Marketing, Web Design, Gap Analysis, Budget Setting, Vendor Management, Contract Negotiation, Content Strategy, Social Media, Photoshop, Adobe Creative Suite, Budgets, Digital Media, Mobile Devices, New Media, InDesign, Concept Development, Google Analytics, Online Advertising, Creative Strategy, Video, Mobile Marketing, Experience Design, User-centered Design, Mobile Design, User Interface, Visual Communication, Logo Design, PPC, Strategy, E-commerce, Advertising, Analytics, Management
Education
Parsons School of Design 2006 — 2007
AAS
Columbia University in the City of New York 2005 — 2005
The Johns Hopkins University 2000 — 2004
B.A.
Park Tudor 1996 — 2000
GENPACT February 2015 - Present
Citi September 2014 - February 2015
Barclays July 2013 - September 2014
GFI Group November 2005 - October 2012
JPMorgan Chase March 2004 - November 2004
Macy's September 2002 - September 2003
Pershing, a BNY Mellon company June 1998 - February 2002
Skills
Credit Derivatives, trade capture, Electronic Trading, Microsoft Office, Front Office Trading..., Middle Office, User Acceptance Testing, Trading Systems, Confirmation, Fixed Income, Money Market, Front to Back Office, Derivatives, Bloomberg, Settlement Services, OTC, Bond Pricing, Interpersonal Skill, Monet, Client Liaison, GBS, Trading, Bonds, Back Office, Spartan, Product Control, OASIS, Options, DTC, Financial Modeling, Dodd-Frank, EMIS, Reconciling Reports, Financial Services, Banking
Education
CUNY Bronx Community College 1999 — 2000
Liberal Arts and Sciences/Liberal Studies
Cardinal Hayes High School 1995 — 1999
High School Regents Diploma
Pershing, a BNY Mellon company February 2014 - Present
TD August 2011 - January 2014
Rockledge Hearing Center May 2008 - August 2011
Skills
Banking, Financial Analysis, Time Management, Cash Management, Finance, Microsoft Excel, PowerPoint, Teamwork, Outlook, Customer Service, Microsoft Word, Data Entry, Microsoft Office, Business Analysis, Legal Research, Project Management, Database Administration, Leadership, Legal Writing, Learning Quickly, Motivated self-starter, Adaptability, Novell Netware, Entrepreneurship, Compliance, Healthcare Industry, Financial Services, Analysis
Education
Temple University - Fox School of Business and Management 2012 — 2013
Bachelor of Business Administration (B.B.A.), Legal Studies, General
Bucks County Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Pershing, a BNY Mellon company July 2014 - Present
After Stonewall Productions February 2010 - Present
In The Life Media September 2009 - February 2010
The Levin Institute April 2009 - February 2010
MediaMerx June 2009 - August 2009
MediaMorph April 2009 - August 2009
The Center April 2006 - May 2009
The Bank of New York Mellon March 2005 - May 2009
Citi January 2003 - March 2005
Citigroup January 2001 - January 2003
Skills
Video, Video Production, New Media, Social Networking, Final Cut Pro, Video Editing, Program Management, Television, Blogging, Business Analysis, Product Management, Social Media, Product Development, Film, Film Production, Problem Solving, SEO, Fundraising, Troubleshooting, Testing, Six Sigma, Feature Films, Short Films, Journalism, User Experience, Final Cut Studio, Editing, Production Management, Field Producer, Product Strategy, Production, Film Editing, Film Finance, E-commerce, Business Strategy, Business Intelligence, Web Design, Usability, User Interface Design, User Interface, Wordpress, Web 2.0, Avid Media Composer, Multimedia, Post Production, Storytelling, Strategy, Entrepreneurship, WordPress
Education
Colgate University
Bachelor's Degree, Chemistry French Double Major
Rye High School
Diploma, Chemistry, French
Pershing, a BNY Mellon company April 2013 - Present
TD Ameritrade Clearing, Inc January 2011 - July 2012
TD Ameritrade Services Company January 2006 - January 2011
TD Ameritrade Services Company January 2004 - January 2006
Advanced Clearing, Inc January 2001 - January 2004
Ameritrade, Inc January 1998 - January 2001
Skills
Series 24, FINRA, Series 7, Securities, Series 63, Investments, Options, Mutual Funds, Brokerage, Trading, Insurance, Financial Services, Management, Securities Regulation, Mergers & Acquisitions, Risk Management, Uniform Combined State..., Due Diligence, Corporate Law, Financial Risk, ETFs
Education
Creighton University
Bachelor of Arts (B.A.), Political Science and Government
Creighton University School of Law
Doctor of Law (J.D.), Political Science and Government
Chartwell Investment Partners May 2014 - Present
Pershing, a BNY Mellon company August 2013 - March 2014
SEI August 2011 - September 2012
McCabe Capital Managers/Drexel Morgan Capital Advisors 1997 - 2009
Skills
Performance Measurement, Data Conversion, Software Project..., Software Implementation, Contract Negotiation, Database Administration, Bloomberg, Advent APX, GIPS
Education
Drexel University
B.S, Business Administration and Finance
La Salle College High School
Saint Joseph's University - Erivan K. Haub School of Business
Finance
Chubb Insurance June 2012 - Present
Pershing, a BNY Mellon company October 2008 - May 2012
IDT Telecom June 2004 - July 2008
Towers Perrin April 2003 - April 2004
JP Morgan Fleming Asset Management April 1996 - January 2003
Union Bank of Switzerland July 1990 - April 1996
Skills
Project Management, Microsoft Office, Social Media, Event Planning, Analysis, Process Improvement, Time Management, Cost Containment, Human Resources, Executive Calendar..., New Hire Orientations, Sales, Budgets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, International Marketing
RE/MAX October 2014 - Present
Pershing, a BNY Mellon company June 2007 - September 2014
Charles Schwab March 1997 - May 2007
Primerica November 1992 - November 1996
Metro Technical Institute November 1992 - August 1996
Skills
Leadership, Management, CRM, Financial Services, Mergers & Acquisitions, Financial Reporting, Marketing, Nonprofits, Fundraising, Auditing, Securities, Mutual Funds, Banking, Process Improvement, Equities, Finance, Fund Accounting, Customer Service, Microsoft Excel, Investments, Series 7, Microsoft Office, Asset Management
Education
New England College 2013 — 2014
Masters of Science, Forensic Accounting
Davenport University 1987 — 1991
Bachelors of Science, Accounting
Pershing, a BNY Mellon company March 2011 - Present
ATSC August 2005 - January 2011
Coldwell Banker 2005 - 2006
CDI Corporation 2003 - 2005
CSC September 1991 - August 2003
Skills
Business Analysis, Project Management, Risk Management, Insurance, Vendor Management, SDLC, Testing, Program Management, Requirements Analysis, Process Improvement, Software Project..., Visio, Business Process..., Requirements Gathering, Business Intelligence, PMP, PMO, Leadership, Management, Integration, Software Documentation, Business Process, Business Requirements, Quality Assurance, Project Portfolio..., CRM, IT Strategy, Software Conversions, Program Implementation, Data Conversion, System Conversion, Business Strategy, Agile Methodologies, Agile Project Management, Systems Analysis, Strategic Planning, Change Management, Account Management, Resource Management, Team Building, Business Process..., Consulting, Salesforce.com, Data Warehousing, SharePoint, Analysis, User Acceptance Testing, Business Development, Enterprise Architecture
Education
Ashford University 2010 — 2017
Psychology
Spring Valley
Spring Valley
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company October 2013 - July 2015
Pershing, a BNY Mellon company February 2011 - October 2013
First American Funds October 2007 - December 2010
Thrivent Financial for Lutherans May 2005 - September 2005
Skills
Series 7, Mutual Funds, Customer Service, Leadership, Financial Services, Finance
Education
Augsburg College 2009 — 2010
Master of Business Administration
Augsburg College 2004 — 2007
Bachelor of Arts, Finance
Pershing, a BNY Mellon company
Skills
Project Management, Business Analysis, Financial Services, Vendor Management, Program Management, PMO
Education
Baruch College, City University of New York (CUNY) 1986 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase & Co. June 2015 - Present
Pershing, a BNY Mellon company March 2014 - Present
Citi Group January 2014 - March 2014
Bank of America July 2012 - September 2012
Skills
Financial Analysis
Education
Goldey Beacom College 2012 — 2013
Master of Business Administration (MBA), Financila Management, 3.9
Goldey Beacom College 2010 — 2011
Masters of Business Administrations, Financial Management, 3.9
Middlesex University 2006 — 2008
MA Management, Management, 3.5
Dharmsinh Desai Institute of Technology 2003 — 2006
Bachelors of Business Administrations, Business Administrations, 3.8
State Street September 2013 - Present
Pershing, a BNY Mellon company May 2010 - July 2013
Penn Mutual 2006 - 2009
Taylor Nelson Sofres Telecoms 2005 - 2006
T. Rowe Price 2004 - 2005
Comcast Cable 2003 - 2004
RMH Teleservices 2003 - 2003
SEI 2003 - 2003
Skills
Management, Access, Financial Analysis
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis
SeaPort Airlines November 2013 - Present
US Forest Service December 2011 - November 2013
The City and Borough of Juneau November 2010 - August 2011
SAGA May 2010 - November 2010
Pershing, a BNY Mellon company May 2008 - August 2009
Skills
Analysis, Data Analysis, Aviation, Emergency Management
Education
Alfred University 2006 — 2010
Bachelor of Arts (BA), Mathematics
Alfred University 2006 — 2010
Bachelor of Science (BS), Business Administration
Pershing, a BNY Mellon company October 2014 - Present
Pershing, a BNY Mellon company February 2011 - October 2014
Ruggie Wealth Management June 2007 - December 2008
Skills
Securities, AML, Risk Management, Portfolio Management, Series 7, Investments, Operational Risk, OFAC, Financial Risk, Mutual Funds, Due Diligence, Financial Services, Anti Money Laundering, KYC, Finance, Hedge Funds, FINRA
Education
Boston University
Master of Science (M.S.), Banking and Financial Management
University of Central Florida - College of Business Administration 2006 — 2008
B.S., Finance
Gemological Institute of America-New York
Diamonds
Pershing, a BNY Mellon company March 2014 - Present
ConvergEx Group June 2012 - February 2014
Bedford Sewer Services Inc. July 2011 - May 2012
Tullett Prebon 2008 - 2011
The Water Club Restaurant May 2004 - August 2007
AIG June 2006 - August 2006
Skills
Electronic Trading, Equities, Series 7, Finance, Financial Services
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
LendingTree September 2015 - Present
LendingTree January 2015 - Present
Northwestern Mutual April 2014 - November 2014
Vanguard September 2013 - February 2014
Pershing, a BNY Mellon company June 2012 - August 2012
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
BNY Mellon September 2013 - Present
Pershing, a BNY Mellon company July 2010 - August 2013
PNC Global Investment Servicing October 2000 - July 2010
Mutualfunds.com 2000 - 2000
Natixis 1993 - 2000
Skills
Product Management, Management, Mutual Funds, Financial Services, Series 7, Relationship Management, Asset Management, Wealth Management, Investments, Series 24, Investment Advisory, Alternative Investments, Strategy, Securities
Education
Boston College 1989 — 1993
BS, Economics & Marketing
The Nature Conservancy May 2013 - Present
Children's Miracle Network Hospitals January 2013 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Public Speaking, Event Planning, Communication Training, Brand Management, Raiser's Edge, AP Style, Social Media, Press Releases, Student Programming, Strategic Communications, Philanthropy, Public Relations, Editing, Microsoft Excel, Publicity
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Leadership Communication Studies
Hunterdon Central Regional High School 2005 — 2009
Pershing, a BNY Mellon company July 2014 - Present
Kimco Realty Corporation June 2011 - Present
GMAC May 2008 - June 2010
Merrill Lynch October 2006 - May 2008
Merrill Lynch January 1999 - October 2006
QED Information Systems January 1997 - January 1999
MCMASTER CARR SUPPLY CO 1994 - 1996
American Red Cross 1993 - 1993
Skills
Media Relations, Marketing Communications, Public Relations, Technical Writing, Press Release..., Dreamweaver, InDesign, Adobe Creative Suite, Web Design, PMO, Crisis Communications, Internal Communications, Social Media Marketing, Graphic Design, Digital Media, Corporate Social..., CSS Javascript, Event Planning, Certified Information..., SharePoint, Corporate Branding, Market Research, Business Strategy, AP Style, Annual Reports, Software Project..., Corporate Blogging, Agency Relationship..., Town Hall Meetings, Performance Dashboards, Photoshop, CMS, Visio, Cvent, Illustrator, PowerPoint, Budget Process, Employee Surveys, HTML 5, Newsletters, Email Marketing, Leadership, Marketing
Education
Drexel University - LeBow College of Business 1998 — 2000
MBA, Business
Mercer County Community College
Web Page, Digital/Multimedia and Information Resources Design
University of Pennsylvania
BA, English, Psychology
Hudson Spine & Pain Medicine August 2015 - Present
DMA October 2013 - August 2015
LandlordsNY February 2011 - October 2013
Markets Media January 2009 - December 2011
Pershing, a BNY Mellon company March 2007 - December 2009
Deloitte January 2006 - December 2007
Skills
XHTML, JavaScript, CSS, Joomla, Zendesk, PHP, Photoshop, Social Media, Web Design, SEO, Web Development, Content Management, Web Applications, CMS, User Experience, HTML, jQuery, WordPress, Graphic Design, Email Marketing, Web 2.0, Visual Basic, Web Content Management, Illustrator, Mac, Dreamweaver, Facebook, Mobile Applications, Information Architecture, User Interface Design, Online Marketing, Adobe Creative Suite, Google Analytics, Social Media Marketing, Social Networking, Digital Marketing, Microsoft Office, CRM, Marketing, Management, Editing, Google Adwords, Digital Strategy
Education
City University of New York-College of Staten Island 2001 — 2005
BS, Information Systems
Carriage Barn Arts Center June 2013 - June 2015
Pershing, a BNY Mellon company 1999 - 2003
Bramwell Capital Management July 1998 - August 1998
Christie's 1992 - 1997
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Project Management, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations, Magna Cum Laude
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Art History, Cum Laude
JP Morgan Chase March 1997 - Present
Deutsche Bank 1996 - 1997
Pershing, a BNY Mellon company 1991 - 1996
Prudential Financial 1990 - 1991
Security Pacific Bank 1988 - 1990
Education
Connecticut College 1984 — 1988
BA, History
Various Financial Services Entities 2015 - Present
Fannie Mae 2012 - 2015
Fannie Mae 2010 - 2012
Fannie Mae 2005 - 2009
Pershing, a BNY Mellon company 2001 - 2005
Refco 1994 - 2001
Skills
Finance, Financial Services, Portfolio Management, Risk Management, Loss Mitigation, Credit, Valuation, Leadership, Financial Reporting, Strategic Planning, Financial Analysis, Mortgage Banking, Credit Risk, Process Improvement, Banking, Financial Modeling, Business Analysis, Financial Risk, Analysis, Executive Management, Series 7, series 24, series 27, Corporate FP&A
Education
Drew University
Bachelor of Arts (B.A.), Political Science / Economics
Pershing, a BNY Mellon company 2007 - December 2014
Deutsche Bank July 2006 - September 2007
Merrill Lynch August 2003 - July 2006
Merrill Lynch June 2000 - July 2003
Pershing, a BNY Mellon company October 1999 - June 2000
Skills
Options, Equities, Equity Derivatives, Derivatives, Index Options, Client Services, Internal Audit, External Audit, FINRA, SEC Financial Reporting, Commercial Funding, Residential Funding, Collateral Management, Series 7, Equity Trading, Securities, Trading, Trading Systems, Portfolio Management, Hedge Funds
Education
Barry University 1994 — 1999
Bachelor's degree, Economics and Finance
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Broadway Video June 2015 - Present
NBCUniversal, Inc. February 2014 - June 2015
AdLab January 2013 - May 2013
The Daily Free Press September 2012 - May 2013
Boston University June 2012 - May 2013
Brookline Access Television September 2012 - December 2012
Pershing, a BNY Mellon company October 2008 - August 2009
Skills
Copywriting, Social Media, Copy Editing, Video Production, Communication Skills, Digital Journalism, Final Cut Pro, Avid Media Composer, Data Entry, Clerical Work, Microsoft Word, Microsoft Excel, Research
Education
Boston University 2009 — 2013
Bachelor of Science (B.S.), Film and Television
James J. Ferris High School 2005 — 2009
Pershing, a BNY Mellon company December 2013 - Present
Network Objects Inc December 2012 - August 2013
FDM Group March 2012 - October 2012
Freelance February 2012 - April 2012
Artificial Life Source Pte Ltd November 2010 - July 2011
NYU Tisch School of the Arts Asia July 2008 - May 2011
Cowboy Water Design January 2010 - May 2010
NYU Tisch School of the Arts Asia September 2009 - December 2009
Curious Pictures May 2005 - May 2008
321 LAUNCH November 2007 - December 2007
Skills
Animation, Photoshop, Maya, Motionbuilder, Motion Capture, Organic Motion Stage, Vicon IQ, Optitrack Arena, Flash, MEL, Java, 3D Production, HTML, CSS, XML, Stop Motion, Final Cut Pro, Android Development, Video Editing, Autodesk MotionBuilder, Premiere, ActionScript, Eclipse, 3D, After Effects, Puppets, MS Project, Dreamweaver, User Interface Design, Digital Art, Game Design, Storyboarding, Spring, Interactive Programming, Character Animation, Computer Animation, WebSphere Application..., IBM Rational..., Microsoft Project, C/C++, Puppet Fabrication, Interactive Development
Education
New York University 2003 — 2005
MS Digital Imaging and Design, Computer Graphics and Animation
City University of New York-Brooklyn College 1999 — 2003
Bachelor of Science, Computer Science, Digital Art
BNY Mellon Asset Services March 2012 - Present
Pershing, a BNY Mellon company February 2005 - March 2012
Skills
Financial Services, Asset Servicing, Client Services, Client Relations, Securities, Equities, Client Interfacing..., Team Leadership, Supervisory Skills, Relationship Management, Global Custody, Custodial Services, Fund Administration, Mutual Funds, Fixed Income, Financial Reporting, Account Reconciliation, Accounting, High Net Worth..., Clearing Services, Fund Accounting, Equity Derivatives, Options, Corporate Actions, Microsoft Excel, Bloomberg, Microsoft Office
Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Finance, General
State Street June 2015 - Present
State Street November 2014 - April 2015
BNY Mellon June 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Management, Microsoft Word, Public Speaking, Social Media, Teamwork, Finance, Financial Reporting
Education
Bentley University 2011 — 2015
Bachelor's Degree, Corporate Finance and Accounting
The London School of Economics and Political Science (LSE) 2013 — 2013
Pershing, a BNY Mellon company July 2013 - Present
Thomson Reuters June 2011 - March 2013
SunGard June 2007 - June 2011
IBM Global Services January 2007 - June 2007
Capgemini May 2005 - January 2007
BearingPoint November 2003 - June 2005
Automated Financial Systems July 2000 - November 2003
Trademine. com Securities, LLC January 2000 - June 2000
US Clearing October 1997 - December 1999
State Street Research February 1996 - October 1997
Skills
Product Management, Wealth Management, Management Consulting, Customer Relations, Strategic Planning, Product Strategy, Digital Product..., Business Strategy, Customer Service, Business Development, Project Management, Strategy, Process Improvement, Management, Competitive Analysis, CRM, Product Development, Change Management, Strategic Partnerships, Integration, Analysis, Financial Services, Market Research, Business Analysis, Outsourcing, Agile Methodologies, Mobile Devices, Leadership, Team Leadership, Marketing, Training, Banking, B2B, Vendor Management, Sales, Start-ups, Product Marketing, SaaS, Analytics, Contract Negotiation, Salesforce.com, Mobile Applications, Market Analysis, Operations Management, Business Intelligence, Enterprise Software, Business Requirements, Business Process..., Program Management, Cloud Computing
Education
Hofstra University 1999 — 2002
MBA, Banking and Finance
Boston University 1991 — 1995
BA, Biology
Professional Capital Services May 2013 - December 2014
Pershing, a BNY Mellon company March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.), 2003 - 2010
US Trust 1998 - 2003
Janney Montgomery Scott 1997 - 1998
Morgan Stanley Smith Barney 1994 - 1997
Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities
Education
Drexel University 1999 — 2003
MBA, Finance-Investment Management
Ithaca College 1989 — 1993
BS, Economics - Management
Pershing, a BNY Mellon company November 2012 - Present
Pershing November 2010 - Present
Pershing April 2008 - November 2010
Merck & Co., Inc. March 2006 - September 2007
Merck January 2005 - March 2006
Merck February 2001 - January 2005
Merck September 1993 - February 2001
Merck September 1989 - September 1993
Johnson & Johnson May 1985 - September 1989
Skills
Data Privacy, Financial Risk, Information Security, Privacy Law, Program Management, Information Technology, Vulnerability Management, Data Security, Team Management, Computer Security, Outsourcing, Enterprise Software, Security, Project Portfolio..., PMP, Application Security, Integration
Education
Capella University
Bachelor of Science, Information Technology
Pershing, a BNY Mellon company August 2014 - Present
Vantage Learning June 2013 - July 2014
National Financial 1999 - June 2012
Fidelity Investments 1999 - 2012
Pershing 1995 - 1999
Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data
Education
Drew University
Master's degree, International Relations and Affairs
Susquehanna University
Bachelor of Arts (BA), Political Science and Government
Rylem August 2013 - June 2014
Randstad September 2012 - June 2013
REI April 2012 - September 2012
REI July 2010 - May 2011
REI July 2009 - May 2011
Omega Institute for Holistic Studies June 2004 - October 2004
Pearson North America April 2004 - May 2004
Pershing, a BNY Mellon company September 2003 - 2004
The Best Thief in the World July 2003 - August 2003
Pearson North America October 2002 - April 2003
Skills
Animation, Storyboarding, Art, Film, Customer Service, Customer Satisfaction, Stop Motion, 3D, Maya, Character Animation, Microsoft Office, Microsoft Excel, Social Media
Education
Animation Mentor 2009 — 2011
Animation
De Anza College 2008 — 2008
Animation
Film Arts Foundation 1998 — 1999
Workshops in: Animation, Film Production
Bard College 1993 — 1997
B.A., Film
Pershing, a BNY Mellon company November 2014 - Present
Advisor Group May 2010 - November 2014
Fox Rothschild LLP November 2008 - April 2010
Riker Danzig et al January 2006 - October 2008
Dillon, Bitar & Luther LLC September 2003 - January 2006
Swidler Berlin Sheriff Friedman, LLP 2002 - 2003
Pinkerton Global Intelligence Services 1998 - 1998
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Research, Securities Law, Securities Litigation, FINRA, Securities Arbitration, Corporate Finance, Corporate Law, Securities Regulation, Securities, Legal Writing, Arbitration, Mediation, Courts
Education
Cornell Law School 1999 — 2002
J.D.
Susquehanna University 1995 — 1999
B.A.
Pershing, a BNY Mellon company August 2015 - Present
Vanguard December 2013 - August 2015
Vanguard December 2011 - December 2013
Vanguard August 2011 - December 2011
Vanguard October 2007 - August 2011
Vanguard December 2003 - October 2007
Vanguard December 2000 - December 2003
Vanguard December 1998 - December 2000
Ames Department Stores July 1998 - November 1998
Skills
Series 63, Strategy, Financial Modeling, Equities, Investment Management, Investments, Mutual Funds, Risk Management, Management, Asset Allocation, Leadership, Project Management
Education
CFA Institute
Chartered Financial Analyst (CFA) Designation
Albright College 1994 — 1998
B.S., Business Management/Political Science
Hollis 1990 — 1994
Dealertrack Technologies April 2014 - Present
MSC Industrial Supply Co. December 2013 - April 2014
Taproot Foundation 2012 - 2013
BNY Mellon January 2005 - 2012
Pershing, a BNY Mellon company December 1996 - January 2005
Viacom / MTVN May 1996 - December 1996
JPMorgan Chase 1992 - May 1996
Skills
Vendor Management, SDLC, PMO, ITIL, Disaster Recovery, Business Analysis, Enterprise Architecture, IT Management, Governance, IT Strategy, IT Service Management, Process Improvement, Integration, Change Management, Business Intelligence, Project Management, Project Portfolio..., Business Continuity, PMP, Data Center, Enterprise Software, Team Leadership, Solution Architecture, Security, Software Documentation, Requirements Analysis, SharePoint, Information Security, Information Technology, Program Management, Risk Management, Software Development, Data Warehousing, Mergers & Acquisitions, Salesforce.com..., Requirements Gathering, IT Operations, Visio, System Deployment, Outsourcing, Infrastructure, Business Process..., Project Delivery, Business Process, Software Project..., Resource Management, Cloud Computing, Service Delivery, Incident Management, CRM
Education
Hofstra University 2000 — 2005
Bachelor of Science (BS), Information Technology
Nassau Community College 1997 — 2000
Associate of Science (A.S.), Information Technology
Briarcliffe College 1986 — 1987
Diploma, Industrial Electronics Technology/Technician, 3.0
Infosys May 2015 - Present
BeeHave May 2014 - April 2015
Princeton Financial Systems, a State Street Company September 2011 - May 2014
BNY Mellon April 2006 - September 2011
Pershing, a BNY Mellon company November 2004 - April 2006
West Financial Services August 2002 - November 2004
Emcore Corporation November 1996 - August 2002
Skills
Product Management, Relationship Management, Product Marketing, Marketing, Strategic Planning, Project Management, Product Development, Business Development, Vendor Management, Sales, Financial Services, Business Analysis, Strategy, Lead Generation, Competitive Analysis, Strategic Partnerships, Market Research, Marketing Strategy, Leadership, Management, Enterprise Software, CRM, Consulting, Business Planning, Risk Management, Mergers & Acquisitions
Education
New Jersey Institute of Technology
MS, Environmental Chemical Sciences
Clarkson University
BS, Technical Communications (Biology and Chemistry)
Pershing, a BNY Mellon company June 2000 - Present
Education
New Jersey Institute of Technology 1998 — 2000
MS, Computer Engineering
The Maharaja Sayajirao University of Baroda 1997 — 1998
PG, Diploma in Business Management
Dharmsinh Desai Institute of Technology 1993 — 1997
Bachelor's degree
Meeder Investment Management August 2015 - Present
Ohio Treasurer of State July 2013 - August 2015
Pershing, a BNY Mellon company July 2011 - June 2013
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2004 - July 2011
Graubard Miller September 2001 - June 2004
Education
Fordham University School of Law 1998 — 2001
J.D., 2001
Connecticut College 1994 — 1998
B.A., Government
London School of Economics and Political Science 1996 — 1997
General Course Certificate, European Union Law and Politics
Maxim Group January 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Collins-Stewart January 2008 - January 2010
Citi January 2008 - March 2008
Pershing, a BNY Mellon company March 2004 - January 2008
Education
Columbia University in the City of New York 1992 — 1996
Pershing, a BNY Mellon company October 2013 - April 2015
J.P. Morgan Chase & Co. December 2012 - October 2013
Knight Capital Group July 2010 - December 2012
Citigroup-Morgan Stanley Smith Barney (MSSB) November 2005 - July 2010
Banc of America Securities June 2004 - November 2005
SG Fimat March 2003 - June 2004
NASD (now FINRA) March 2000 - March 2003
Skills
USA PATRIOT Act, KYC, Auditing, AML, Bank Secrecy Act, CIP, OFAC, Surveillance, Compliance, Due Diligence, Background Checks, FINRA, Fraud, Mantas, Actimize, World Check, Westlaw, Sanction, Investigations, BSA, Sanctions, Fraud Investigations, Managerial Experience, Lexis Nexis, Norkom, Choicepoint, Factiva
Education
City University of New York-Brooklyn College 1992 — 1997
Pershing, a BNY Mellon company April 2014 - Present
Pershing March 2011 - April 2014
Pershing July 2005 - March 2011
Pershing August 1994 - September 2005
Skills
SDLC, Quality Assurance, Offshore Management, Software Project..., QA Engineering, Process Improvement, Quality Center, Analysis, PMO, Business Process, Test Planning, Program Management, Team Building, Business Requirements, Business Analysis, HP Quality Center, Testing
Education
City University of New York-College of Staten Island 1989 — 1993
BA, Marketing
Pershing, a BNY Mellon Company 1996 - Present
Electronic Data Systems 1994 - 1996
Republic National Bank, Barclays Bank, Bankers Trust 1990 - 1994
Skills
PMBOK, SDLC, PMO, PMP, ITIL, Earned Value Management, CMM, Vendor Management, IT Governance, Program Management, Process Improvement, Project Portfolio..., Software Project..., Six Sigma, Project Planning, PMI, Project Delivery, Project Management, Risk Management, Budget, Brokerage, Trading Systems, Clearing, Billing Systems, Investments, Web Project Management, MBA, Computer Science, Talent Management, Interviewing Skills, Financial Analysis, IT Operations, Operations Management, Software Development, Product Management, Governance, Budgets, Leadership, Business Process, Resource Management, Visio, Offshoring, Multi-location..., Multi-Location..., Executive Level..., Customer Engagement, Strategy, Management, Financial Services, Agile Project Management
Education
Marist College 2004 — 2008
MBA, Management
Kean University 1996 — 1998
MS, Management Systems Analysis (MIS)
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Management
Archbishop Molloy
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
Pershing, a BNY Mellon company September 2005 - Present
Fidelity Investments May 2000 - September 2005
King Keller, Inc September 1986 - April 2000
Skills
Business Analysis, Strategy, Competitive Analysis, Analytics, Strategic Planning, Business Development, Competitive Intelligence, Market Research, Marketing Strategy, Product Management, Series 7, Mutual Funds, Financial Services
Education
Boston College 1980 — 1984
Economics, Economics
Seven Points Capital March 2006 - Present
Jefferies & Co. February 1986 - March 2006
Pershing, a BNY Mellon company May 1984 - February 1986
Education
City University of New York-Brooklyn College 1979 — 1984
BA, economics
City University of New York-Brooklyn College 1979 — 1984
ba, economics
Abraham Lincoln H.S. 1975 — 1979
our lady of grace 1966 — 1975
Credit Suisse May 2015 - Present
Pershing, a BNY Mellon company March 2015 - May 2015
Citi November 2014 - February 2015
BNY Mellon June 2012 - October 2014
Barclays Capital July 2011 - December 2011
UBS Investment Bank, London, UK December 2008 - August 2009
Merrill Lynch – Bank of America, London, UK August 2008 - December 2008
Skills
Customer Relations, Excel, Word, Microsoft Office, Investment Banking, Financial Analysis, Corporate Finance, Business Analysis, Access, Accounting, Outlook, Banking, Pivot Tables, PowerPoint, Reconciliations, International Business, Account Reconciliation, Auditing, Equities, Financial Modeling, Microsoft Word, Project Management, Microsoft Excel, Risk Management
Education
Naresuan University 2009 — 2009
Certificate in International Business Practice– Asia Pacific Region, Business Administration
American International College 2008 — 2009
MBA, International Business
Hampton University 2004 — 2008
Bachelors, Finance
Pershing, a BNY Mellon company August 2014 - Present
ING December 2009 - August 2014
Drinker Biddle & Reath LLP September 2005 - November 2009
U.S. Senate June 2001 - June 2002
Skills
Securities, Investment Advisers Act, Insurance Law, Investment Company Act, Private Equity, Mergers, Commercial Litigation, Corporate Law, Licensing, Fixed Annuities, Variable Annuities, Indexed Annuities, Investment Advisory, Investment Management, Insurance Brokerage, broker dealer, Legal Compliance, Securities Regulation, FINRA, Legal Advice, Investments, Financial Services
Education
Boston University School of Law 2002 — 2005
J.D.
Dartmouth College 1997 — 2001
A.B., Government
St. Joseph's Prep 1993 — 1997
Pershing, a BNY Mellon company July 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Pershing August 2010 - January 2013
UPS October 2005 - May 2010
pershing 1998 - 2004
Clover 1988 - 1996
Skills
SQL Tuning, DB2, z/OS, Mainframe, Stored Procedures, Database Design, JCL, Relational Databases, SDLC, Database Administration, Performance Tuning, Databases, COBOL
Education
Chubb Institute of Technology 1996 — 1997
Programming
Temple University - Fox School of Business and Management 1985 — 1988
bachelors, busineess management
Drexel University 1982 — 1983
National Financial Services Group July 2014 - Present
Pershing, a BNY Mellon company February 2002 - July 2014
Education
Bentley College
Barclays Investment Bank March 2014 - Present
Credit Suisse May 2011 - November 2013
Alliance Bernstein March 2007 - May 2011
Pershing, a BNY Mellon company 2000 - 2007
Fidelity Investments 2000 - 2001
Skills
Fixed Income, Equities, Derivatives, Market Data, Options, Quality Center, Bloomberg Terminal, S&P, Asset Control, Hedge Funds, Financial Markets, User Acceptance Testing, Bloomberg, Corporate Actions, Analysis, Asset Allocation, Back Office, Banking, Business Requirements, Credit Derivatives, Due Diligence, Risk Management, Series 63, Swaps, Trading Systems, Strategy, Wealth Management, Requirements Analysis, Training, Finance, Securities, Financial Services
Education
Dowling College 1995 — 2000
BA, Business Management
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pershing, a BNY Mellon company May 2015 - Present
Pershing, LLC of The Bank of New York Mellon December 2006 - Present
ADP 2001 - 2006
CitiStreet 2001 - 2001
Prudential 1999 - 2001
Skills
FINRA, Series 7, Series 63, Securities, Financial Services, Series 24, Retirement, 401k, AML, Mutual Funds, Relationship Management, Retirement Planning, Settlement, Risk Management, Series 6, Back Office, Pensions, Operational Risk, 401k Rollovers, Operational Risk..., Uniform Combined State..., Qualified Retirement..., Management, Process Improvement, Anti Money Laundering, Equities
Education
Bucknell University 1995 — 1999
BA, Sociology, Music
BNY Mellon April 2012 - Present
Pershing, a BNY Mellon company 2000 - 2012
Skills
Series 24, Series 7, Fixed Income, Fixed Income Products, Electronic Trading, Hedge Funds, Equities, Series 63, Securities, FINRA, Financial Markets, ETFs, Trading Systems, Structured Products, Prime Brokerage, Alternative Investments, FX Options, Equity Trading, Derivatives, Capital Markets, Options, Bloomberg, Bonds, Mutual Funds, Trading, Equity Derivatives
Education
Clemson University 1979 — 1983
B.S., Financial Management
Bank of America March 2013 - Present
Pershing, a BNY Mellon company September 2008 - March 2013
PNC May 2004 - September 2008
IGATE August 2000 - February 2004
Skills
Software Project..., Project Management, Agile Methodologies, PMP, Business Analysis, Requirements Analysis, Requirements Gathering, Pega PRPC, BPM, Microsoft SQL Server, SQL, VB.NET, C#, ASP.NET, SDLC, SOA
Education
Bharathiar University 1995 — 1997
M.B.A., MIS and Finance
Bharathiar University 1992 — 1995
B.S.
Pershing, a BNY Mellon company April 2010 - Present
Morgan Stanley Investment Management 2000 - 2009
Delaware Investments 1997 - 2000
Federated Department Stores 1995 - 1997
SEI 1994 - 1995
Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts
Education
Boston College 1990 — 1994
BS, Finance and Marketing
Looking for Opportunities September 2015 - Present
MetLife December 2002 - August 2015
Bondbook, LLC January 2001 - October 2001
Pershing, a BNY Mellon company June 2000 - December 2000
Deutsche Bank September 1999 - May 2000
BNY Mellon September 1998 - August 1999
Citi September 1997 - August 1998
Fiduciary Trust Company February 1997 - August 1997
Julius Baer March 1992 - September 1996
Brown Brothers Harriman March 1989 - March 1992
Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance
Education
Fordham Gabelli School of Business 1999 — 2000
Information & Communication Technology
St. John's University 1990 — 1992
MBA, Finance
City University of New York-Brooklyn College 1984 — 1988
BS, Business, Management & Finance
Boston University
PMP Managing Projects course
Mitsui OSK Lines October 2014 - Present
Pershing, a BNY Mellon company March 2014 - September 2014
GE Healthcare April 2007 - December 2013
Thermo Fisher Scientific 2004 - 2007
Bristol-Myers Squibb 1997 - 2004
Skills
Software Documentation, Technical Writing, FrameMaker, Technical Documentation, Editing, Technical Communication, Medical Devices, RoboHelp, Online Help, Agile Methodologies, Digital Imaging, Release Notes, IQ/OQ documentation, 21 CFR Part 11, Lifesciences, Biotechnology, MadCap Flare, SnagIt, Illustrator, Photoshop, DITA, Content Management, Brand Management, Tortoise SVN, Ambulance, First Responder, Manuals, Project Management, Quality Assurance, EMS, Emergency Medical, Life Sciences
Education
City University of New York-Hunter College 1978 — 1982
BA, Psychology, Biology/Sociology minors
City University of New York-Hunter College 1983 — 1985
MS, Computer Science
Middlesex County College 1995 — 1997
AAS, Medical Lab Technology
Pershing, a BNY Mellon company November 2014 - Present
Wipro Technologies September 2006 - Present
Charles Schwab March 2011 - August 2013
Skills
Mainframe Development, DB2, JCL, COBOLII, CICS, SQL, Microfocus, Application..., SOA, Requirements Analysis, Agile Methodologies, SDLC, Testing, C++, Business Analysis, C, Serena Changeman, Requirements Gathering, Web Services, Software Project..., Microsoft SQL Server, JavaScript, Oracle
Education
College of Engineering, Trivandrum 2002 — 2006
Btech, Industrial Engineering, Graduated First Class
St.Josephs Central School 1988 — 2002
Higher Secondary Education, Mathematics and Computer Science, A+
BNY Mellon August 2012 - Present
Pershing, a BNY Mellon company May 2010 - August 2012
Stifel Nicolaus July 1999 - August 2009
Fiserv EFT October 1996 - July 1999
Fiserv EFT February 1992 - October 1996
Philadelphia Stock Exchange September 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 24, Asset Management, Portfolio Management, Due Diligence, Securities, Wealth Management, Corporate Actions, Back Office, Series 63, Managing Accounts, Bloomberg, Financial Services, Separately Managed..., Trading, Fixed Income, Investments, Equities, Bonds, FINRA, Asset Allocation
Education
Drexel University 1988 — 1992
North Catholic
Global Advanced Metals January 2013 - Present
Capital One March 2012 - November 2012
Gulf Oil March 2010 - March 2012
Pershing, a BNY Mellon company May 2005 - March 2007
Merrill Lynch October 2003 - February 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, VBA, Business Strategy, Financial Risk, Valuation, Risk Management, Strategy, Finance, Investments, Analysis, Forecasting, Financial Reporting, Portfolio Management, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
City University of New York-Baruch College 1996 — 2000
BBA, Finance
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
Pershing, a BNY Mellon company May 2014 - Present
Pershing December 2010 - Present
iNautix Technologies September 2001 - December 2010
Skills
Global Delivery, Requirements Analysis, Software Project..., Oracle, SDLC, Java, Business Analysis, SOA, XML, Microsoft SQL Server, Agile Methodologies, SQL, Sybase, JCL, Web Services, Project Management, Software Development, PMP, DB2, Vendor Management, Requirements Gathering, Spring, CICS
Education
Madurai Kamaraj University 1997 — 2001
B.E, Electronics and Communication
Birla Institute of Technology and Science, Pilani
M.S, Software Systems
RBC Wealth Management June 2010 - Present
Bear Stearns/JP Morgan April 2002 - May 2010
Pershing, a BNY Mellon company 1992 - 2002
Education
Cornell University
BS, Business Management
Pershing, a BNY Mellon company September 2013 - Present
American Express June 2013 - September 2013
DTCC March 2013 - June 2013
EXL Service September 2011 - March 2013
U.S. Trust Bank 2004 - 2008
Salomon Smith Barney 1995 - 2002
Skills
Legal Research, Legal Documents, File Management, Administrative..., Microsoft Word, Filing, Outlook, Data Entry, Scanners, Document Review, Employment Law, Commercial Litigation, Contract Law
Education
Borough of Manhattan Community College 2009 — 2010
Paralegal Certificate, Paralegal Studies
Brooklyn Supreme Court
Pershing, a BNY Mellon Company August 2014 - Present
Foundry9 2008 - Present
Green Light Design Studios 2002 - 2008
Focint 2000 - 2002
Design Management 1997 - 2000
Skills
Interaction Design, Creative Direction, Graphic Design, User Interface Design, User Experience, Web Design, Advertising, Illustrator, Art Direction, Social Media, Flash, Brand Development, Marketing, E-commerce, Online Advertising, Mobile Devices, Interactive Advertising, Information Architecture, Mobile Marketing, Creative Strategy, Digital Strategy, User-centered Design, Experience Design, Email Marketing, Integrated Marketing, Direct Mail, Digital Marketing, Digital Media, Copywriting, Concept Development, Interactive Marketing, User Experience Design, SEO, Web Analytics
Education
Dickinson College
Ridgewood High School
Credit Suisse April 2010 - July 2014
Pershing, a BNY Mellon company July 2007 - April 2010
ESP Technologies June 2005 - June 2007
Merrill Lynch June 1987 - September 2004
Skills
FINRA : Series..., Member SIFMA Clearing...
Education
Boston University 1978 — 1982
Bachelor of Science (BS), Accounting
Pershing, BNY Mellon December 2012 - Present
Pershing, a BNY Mellon company December 2012 - Present
Nirvana Solutions LLC January 2000 - December 2012
Kforce January 2001 - October 2012
UPS 2008 - 2012
UPS 1998 - 2008
Pinnacle System Inc 1997 - 2000
Skills
Enterprise Software, Custom Software..., J2EE, c#, microsft application..., IVR, ASP.NET AJAX, Windows Services, ClickOnce, Microsoft SQL Server, Oracle 11g database, VB.NET, .NET Remoting, XSLT, Web Design, XPATH, SSIS, Concurrency, JAXB,...
Education
IIT Madras 1980 — 1982
MTech, Electrical Engineerig
BITS Pilani 1975 — 1980
BTECH, EEE
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company September 2012 - December 2013
Pershing June 2009 - September 2012
Foreign Currency Exchange Corp. / Bank of Ireland April 2008 - January 2009
Skills
Finance, Anti Money Laundering, Credit, Time Management, Risk Management, Customer Service, Financial Services, Business Analysis
Education
Boston University 2010 — 2011
MS, Banking and Financial Management
University of Central Florida 2005 — 2009
B.S.B.A, Finance/ Minor: International Business
Traiana April 2013 - Present
Alpha Consulting March 2012 - Present
Bed Bath & Beyond February 2008 - January 2012
Pershing, a BNY Mellon company 1999 - 2007
Skills
Data Analysis, Retail, Microsoft Excel, Microstrategy, Active Directory..., Windows 7 Migration, Lotus Notes, Access
Education
DeVry University-New Jersey 1993 — 1995
Pershing, a BNY Mellon company August 2014 - Present
Pershing 2012 - Present
The Boston Company 2007 - 2012
The Boston Company 2009 - 2011
The Boston Company 2008 - 2009
The Boston Company 2007 - 2008
State Street 2006 - 2007
Skills
Analysis, Asset Managment, Bloomberg, CRM, Equities, Investments, Management, Asset Management, Business Development, Hedge Funds, Portfolio Management, Risk Management, Due Diligence, Mutual Funds, Relationship Management
Education
Boston University
Masters of Science, Administrative Studies - Financial Economics, 3.5
Boston University 2001 — 2005
Bachelor of Arts, International Relations
Pershing, a BNY Mellon company 1989 - 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Outlook, Event Planning, Data Entry, Social Media, Research, Sales, Spanish, Time Management, Marketing, Teamwork, Editing
Education
Drew University 1985 — 1989
Bachelor of Arts (B.A.), Spanish Language and Literature
Pershing Advisor Solutions July 2014 - Present
Pershing, a BNY Mellon company May 2006 - July 2014
Skills
Banking, Relationship Management, Financial Services, Retail Banking, Credit Risk, Portfolio Management, Asset Management, Microsoft Office, SWIFT payments, Customer Service, PowerPoint, Account Reconciliation
Education
Caldwell College 2001 — 2005
Bachelor of Science (B.S.), Marketing
Nutley High School 1998 — 2001
High School Diploma
Morgan Stanley July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word
Education
College of the Holy Cross 2010 — 2014
Pershing, a BNY Mellon company November 2012 - Present
Publix February 2012 - November 2012
Skills
Computers, Microsoft Excel, Access, Microsoft Word, Regression Analysis, Regression Models, Financial Analysis, Financial Reporting, Data Entry, Economics, Account Reconciliation
Education
University of Central Florida 2009 — 2012
BSBA, Accounting and Finance
Daytona Beach Community College 2006 — 2009
Associate of Arts (A.A.)
Pershing, a BNY Mellon company September 2014 - Present
Capco September 2014 - Present
Infosys Technologies Ltd June 2008 - September 2014
Goldman Sachs June 2008 - September 2014
Infosys October 2005 - June 2008
Infosys April 2003 - October 2005
Infosys June 2001 - April 2003
Skills
Software Project..., Global Delivery, SDLC, Requirements Analysis, Business Analysis, Securities Market, Testing, Software Development, Agile Project Management, Securities Clearance &..., PMO, Vendor Management, Equities Technology, Fixed Income Technology
Education
College of Engineering, Guindy 1997 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Pershing, a BNY Mellon company October 2011 - Present
Publishers Clearing House August 2011 - October 2011
Citi June 2010 - June 2011
Softpath Systems Pvt Ltd December 2007 - June 2010
Electronic Corporation of India llimited February 2006 - December 2007
Skills
Agile Methodologies, SDLC, QTP, Quality Center, Test Planning, SQL, Scrum, XML, VBScript, Trading Systems, Oracle, Software Project..., Test Strategy, Manual Testing, C# 2.0, ASP.NET, VB.NET, Core Java, OBIEE, Rational Rose..., Version One, Magento, C++ Language, ETL Tools, Computer Hardware, Dreamweaver, Basics of Unix, Databases, Soaps, REST
Education
Osmania University 2002 — 2005
Master of Computer Applications (MCA), Computer Software Engineering
Osmania University 1998 — 2001
Bachelor's Degree, Computer Programming
Atomic Energy Central School 1986 — 1996
NSIC
Diploma in Hardware and Networking, Computer Science
Pershing, a BNY Mellon company July 2013 - Present
Pershing, a BNY Mellon company July 2011 - July 2013
Pershing July 2010 - August 2011
Pershing August 2006 - July 2010
Aflac July 2005 - July 2006
SEI July 1998 - June 2005
Vanguard June 1997 - July 1998
Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management
Education
Villanova University 2014 — 2014
Master Certificate in Project Management, Project Management
Penn State University 2012 — 2013
Certficate, Software Quality Control
Albright College 1992 — 1995
Bachelor of Arts (B.A.), History
Pershing, a BNY Mellon company March 1986 - March 2014
Skills
Microsoft Office, Research, Management, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Training, Sales, Windows, Public Speaking, Customer Service, Photoshop, Outlook, English
Education
City University of New York-Brooklyn College 1978 — 1982
Bachelor of Arts (B.A.), Economics
Brooklyn Technical High School
Allerton Equine LLC August 2012 - Present
Pershing, a BNY Mellon company July 2010 - August 2011
Pershing, a BNY Mellon company January 2006 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
Cleveland State University 2013 — 2013
Master of Business Administration (M.B.A.)
Valley Forge Christian College 2001 — 2005
Business Administration and Management, General
Pershing, a BNY Mellon company May 2014 - Present
Computer Security Inc. April 2012 - May 2014
H.M.Industries May 2008 - February 2012
Skills
Entrepreneurship, Business Planning, Training, Computer Proficiency, Creative Solutions, Operations Management, Mac OS, English, Management, Negotiation, Data Mining, New Business Development, Business Analysis, Mobile Applications, Creativity Skills, Account Reconciliation, Financial Reporting, Financial Accounting, Corporate Finance, Investment Banking, Microsoft Office, Stock Exchange, Bloomberg, Security APL, Skilled Multi-tasker, Thrive in..., Team Leadership, Lean Six Sigma
Education
Nirma Institute Of Management 2010 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
T.J.Patel Commerce College 2007 — 2010
Bachelor of Commerce (B.Com.)
Divine Child School 1999 — 2005
Secondary schooling
MetLife August 2003 - Present
Credit Suisse June 2001 - February 2002
Pershing, a BNY Mellon company October 1999 - May 2000
Prudential Insurance March 1998 - October 1998
Coopers & Lybrand October 1997 - June 1998
ADP September 1989 - June 1996
AT&T July 1969 - February 1987
Skills
Data Analysis, Data Modeling, Data Warehousing, Data Management, Data Quality, Data Administration, Dimensional Modeling, Mainframe, ETL, Databases, Systems Analysis, Erwin, Database Design, SDLC, Business Analysis, Visio, Business Intelligence, Requirements Gathering, Software Development
Education
Cleveland Institute of Electronics 1970 — 1974
(Incomplete), Electrical and Electronics Engineering
GE Capital October 2013 - Present
Royal Alliance/Advisor Group May 2007 - August 2013
Pershing, a BNY Mellon company July 2000 - February 2006
First Investors November 1999 - June 2000
Bear Stearns Securities Corp. November 1993 - February 1998
Skills
Senior Retirement..., Answer approximately..., Processing Fed Fund..., Process corrections and..., Assist Advisors with..., Knowledge of..., ·Confirmed IRS..., ·Calculated RMD for..., ·Initiated ACAT,..., ·Related information..., ·Provided information..., ·Initiated Limited..., ·Initiated loan..., ·Corrected erroneous..., ·Initiated corrections..., ·Set up mutual fund..., Maintain knowledge and..., Initiate Roth IRA...
Education
CUNY New York City College of Technology
Pershing, a BNY Mellon company October 1995 - Present
Education
City University of New York-Herbert H. Lehman College 1985 — 1987
Master of Science (M.S.), Computer Science
Queens College 1978 — 1983
Bachelor's degree, Computer Science
GSH Group UK December 2014 - Present
LibertyHealth Jersey City Medical Center July 2013 - August 2013
Pershing, a BNY Mellon company November 2009 - August 2010
Skills
Microsoft Excel, Interviews, Data Entry, Customer Service, Microsoft Office, Public Speaking, Interpersonal Skills, Interpersonal..., Employee Relations
Education
Bloomfield College 2010 — 2014
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General, 3.9/4.0
Bloomfield College 2010 — 2014
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General, 3.9/4.0
Pearland Brokerage August 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Mouse Squad July 2009 - June 2010
Skills
Process Improvement, Analysis, Accounting, Account Reconciliation, Accounts Receivable, Journal Entries, Microsoft Excel, Financial Reporting, QuickBooks, Accounts Payable, Microsoft Office
Education
City University of New York-Hunter College 2011 — 2015
Bachelor’s Degree, Accounting, GPA: 3.7 MAJOR GPA: 3.7
Universidad Nacional de Mar del Plata 2014 — 2014
Introduction to Spanish 1 and 2 (Study Abroad Program), GPA: 4.0
Pershing, a BNY Mellon company July 2006 - Present
ADP Clearing & Outsourcing Services, Inc. May 1999 - July 2005
TD Waterhouse February 1995 - May 1999
Waterhouse Securities, Inc. August 1993 - February 1995
Waterhouse Securities, Inc. August 1991 - August 1993
Skills
Program Management, Project Management, Business Analysis, Strategy, Process Improvement, Leadership, Mentoring, Coaching, Training, Risk Management, Public Speaking, Relationship Management, Management, Leading Change, Adaptive Leadership, SDLC, Agile Project Management, Team Building, Customer Service
Education
Babson College 1987 — 1991
BS, Finance/Investments