Bank of New York Mellon Corp
Industry: Financial services company
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, NY Assets under management: 1.9 trillion USD (2017) Revenue: 15.54 billion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment, Founders: Alexander Hamilton, Aaron Burr, Thomas Mellon
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Bank of New York Mellon Corp Employees
City National Bank September 2010 - Present
Bank of New York Mellon Corp October 2001 - September 2010
Van Deventer and Hoch March 1996 - October 2001
Salus Capital Management June 1993 - March 1996
SSI Investment Management 1991 - 1993
Skills
Portfolio Management, Banking, Mergers, Vendor Management, Due Diligence, Program Management, Change Management, Management, Governance, Project Management, Strategy, Financial Modeling, Enterprise Software, Investments, Leadership, Mergers & Acquisitions, Executive Management, Integration, CRM, Risk Management, Strategic Planning, Business Process
Education
University of California, Los Angeles
BA
Bank of New York Mellon Corp July 2010 - Present
PNC Financial Services Group January 1999 - June 2010
Fidelity Investments February 1996 - December 1998
Coopers & Lybrand L.L.P. June 1993 - February 1996
Fleet Bank of Massachusetts (Bank of New England) July 1989 - July 1991
Shearson Lehman Hutton Inc. July 1987 - June 1989
Skills
Leadership, Operations Management, Finance, Process Improvement, Risk Management, Change Management, Team Building, Business Analysis, Financial Analysis, Budgeting & Forecasting, Accounting & Auditing, Project Management, Financial Services, Mutual Funds, Commercial Banking, Investment Banking, Executive Management, CPA, MBA, Corporate Finance, Valuation
Education
Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration, General Management / Finance
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics / Computer Science Double Major
Debz Bookkeeping & Tax Service October 1998 - Present
Hiratsuka & Associates September 2013 - January 2015
Cornerstone Financial Soutions, LLC January 2012 - January 2013
Advantage Tax Resolution October 2008 - May 2010
Report Works April 2009 - February 2010
Mellon First Business Bank May 2006 - November 2007
Mellon 1st Business Bank, N.A. 2006 - 2007
Bank of New York Mellon Corp 2006 - 2007
Aaron Fleck & Associates April 2004 - May 2006
Everett Harris & Co June 2002 - April 2004
Skills
Investments, Vendor Management, Contract Management, Management, Payroll, Banking, Customer Service, Budgets, Financial Planners, Training, Leadership, Start-ups, Estate Planning, Forecasting, Human Resources, Accounting, Financial Reporting, Negotiation, Account Reconciliation, Software Documentation, Financial Analysis, Securities, Process Improvement, Business Planning, Portfolio Management, Bookkeeping, Financial Planning
Education
Concord Law School - Kaplan University 2002 — 2004
Law
San Jose State University 1987 — 1990
Bachelor of Science, Administration of Justice
West Valley Jr. College 1984 — 1987
Associate of Science, Administration of Justice
Bank of New York Mellon Corp November 2010 - Present
Bloomberg L.P. November 2008 - November 2010
Merrill Lynch 1999 - 2008
PNC Investments 1993 - 1997
Merrill Lynch 1991 - 1993
Skills
Process Improvement, CRM, Team Building, Leadership, Organizational..., Alternative Investments, Wealth Management, Asset Managment, Bloomberg, Financial Audits, Capital Markets, Securities, Funding, Financial Markets, Investments, Emerging Markets, Finance, Valuation, FX Options, Derivatives, Financial Services, Risk Management, Options, Private Equity, Strategic Thinking, Bonds, Trading, Investment Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Master of Business Administration (MBA), Finance, 3.7/4.0
University of Delaware 1980 — 1985
Bachelor of Science, Finance
Inland Empire Financial Consultants January 2013 - Present
Bank of New York Mellon Corp 2006 - August 2012
BNY Mellon January 2003 - October 2006
Skills
Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Banking, Strategic Financial..., Bloomberg, Forecasting, Asset Management, Financial Reporting, Investments, Portfolio Management, Financial Analysis, Risk Management, Accounting, Life Insurance, Variable Annuities, Fixed Annuities
Education
California State University-Northridge 2005 — 2007
MBA, California State University Northridge
California State University-Northridge
Master's degree, Finance and Financial Management Services
Vident Investment Advisory, LLC November 2014 - Present
Index Management Solutions, LLC January 2010 - November 2014
Bank of New York Mellon Corp. 2005 - 2009
Northern Trust 2003 - 2004
Deutsche Asset Management 2000 - 2003
The Vanguard Group 1994 - 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Fixed Income, Strategy, Bloomberg, Securities, ETFs, Equity Derivatives, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Global Custody, Structured Products
Education
Villanova University 1992 — 1995
MBA, Finance
Penn State University
B.S., Finance & Economics
Royal Lines Trucking February 2014 - March 2015
OneMobileTax June 2012 - December 2013
Bank of New York Mellon Corp January 2011 - January 2012
Design Essentials October 2009 - September 2011
Law Office of Bassey Akpaffiong March 2008 - July 2009
Benchmark Mortgage Corp January 2001 - January 2008
Skills
Underwriting, Credit, Mortgage Lending, Banking, Mortgage Banking, Loans, Loan Origination, Customer Service..., Dynamic Trainer, Mortgage Loan Processor, Budgets, Negotiation, Insurance, Sales, Training, Sales Management, Team Building, Management, Strategic Planning, Customer Service
Education
University of Phoenix 2011 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
Texas Southern University 1989 — 1992
Marketing, Business Administration and Management, General, 3.8
iStar Financial Inc. October 2013 - Present
NYSE February 2008 - October 2013
Bank of New York, Mellon Corp 2006 - 2008
Skills
Fixed Income, Bloomberg, Accounting, Equities, Financial Analysis, Derivatives, Enterprise Risk..., Managerial Finance, Sarbanes-Oxley, Financial Modeling, Capital Markets, Finance, Cash Management, Treasury Management, Corporate Finance, Financial Services, Securities, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, Treasury, Microsoft Office
Education
Adelphi University 2012 — 2014
Master of Business Administration (MBA), Management
Baruch College, City University of New York (CUNY) 2009 — 2010
MSF, Finance
State University of New York College at Old Westbury 2002 — 2006
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Bank of New York Mellon, Corp January 2007 - Present
Sacks Medical Corp, Inc January 2009 - January 2010
Lawrence Spahr March 2008 - January 2009
PNC Financial Inc July 2006 - November 2007
PNC BANK April 2005 - July 2006
Kelly Services November 2004 - February 2005
Lawrence Spahr November 2002 - March 2004
Skills
Management, Access, Banking
Education
Louisiana State University 1992 — 1996
Geology/Earth Science, General
Louisiana State University
Business/Geology
International Fund Services (N.A.), L.L.C – State Street Co., NYC January 2012 - January 2013
BlackRock July 2011 - October 2011
Bank of New York Mellon Corp May 2006 - December 2009
Bank of New York Mellon Corp May 2006 - December 2009
Citi Private Equity Services September 2003 - May 2006
Citi Private Equity Services September 2003 - May 2006
Steinberg & Komendant, CPA's February 2001 - June 2003
Skills
Accounting, Investments
Education
University of Phoenix 2009 — 2010
Master, Business Administration
Bernard Baruch College (CUNY) 1998 — 2002
Bachelor of Business Administration, Accounting
Bernard Baruch College (CUNY)
Bachelor of Business Administration, Accounting
University of Phoenix
Master, Business Administration