BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Erica Abel Erica Abel's BNY Mellon Experience May 2012 - October 2014
Job Executive Administrative Assistant for the CEO and VP
Industry Marketing and Advertising
Experience
Vibram Group November 2014 - Present
BNY Mellon May 2012 - October 2014
BNY Mellon January 2012 - May 2012
MarketOne International May 2009 - October 2011
Fallon Community Health Plan March 2006 - March 2007
Public Sector Partners May 2004 - March 2006
Primary Mortgage Resource June 2001 - April 2004
Skills
Customer Service, Microsoft Office, Excel, Word, PowerPoint, Problem Solving, Administration, Event Planning, Outlook, Editing, Microsoft Word, Microsoft Excel, Community Outreach, Management, Marketing, Nonprofits, Public Speaking, Quality Assurance, Research, Software Documentation, System Administration, Time Management, Training, Data Entry, Administrative..., Access, Data Analysis, Office Management, Social Media, Telephone Skills, Windows, Lotus Notes, Team Building, Social Networking
Education
Boston Latin School 1997 — 2001
Diploma, College Prep Curriculum
Vibram Group November 2014 - Present
BNY Mellon May 2012 - October 2014
BNY Mellon January 2012 - May 2012
MarketOne International May 2009 - October 2011
Fallon Community Health Plan March 2006 - March 2007
Public Sector Partners May 2004 - March 2006
Primary Mortgage Resource June 2001 - April 2004
Skills
Customer Service, Microsoft Office, Excel, Word, PowerPoint, Problem Solving, Administration, Event Planning, Outlook, Editing, Microsoft Word, Microsoft Excel, Community Outreach, Management, Marketing, Nonprofits, Public Speaking, Quality Assurance, Research, Software Documentation, System Administration, Time Management, Training, Data Entry, Administrative..., Access, Data Analysis, Office Management, Social Media, Telephone Skills, Windows, Lotus Notes, Team Building, Social Networking
Education
Boston Latin School 1997 — 2001
Diploma, College Prep Curriculum
Michael Noone's BNY Mellon Experience October 2008 - Present
Job Managing Director at BNY Mellon, Institutional Equity Trading
Industry Financial Services
Experience
BNY Mellon October 2008 - Present
Lehman Brothers October 2000 - October 2006
Donaldson, Lufkin & Jenrette March 1997 - October 2000
PaineWebber, Inc. May 1996 - February 1997
Dresdner Securities (USA), Inc. October 1994 - May 1996
Kidder Peabody January 1993 - October 1994
Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional
Education
Boston College
Bachelor of Science, Carroll School of Management
Xavier High School (NYC)
BNY Mellon October 2008 - Present
Lehman Brothers October 2000 - October 2006
Donaldson, Lufkin & Jenrette March 1997 - October 2000
PaineWebber, Inc. May 1996 - February 1997
Dresdner Securities (USA), Inc. October 1994 - May 1996
Kidder Peabody January 1993 - October 1994
Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional
Education
Boston College
Bachelor of Science, Carroll School of Management
Xavier High School (NYC)
Christopher Chandler Christopher Chandler's BNY Mellon Experience 1996 - 2000
Job
Industry Investment Management
Experience
Ballentine Partners, LLC April 2015 - Present
GenSpring Family Offices January 2013 - April 2015
GenSpring Family Offices August 2004 - January 2013
Hartland & Co. September 2001 - July 2004
BNY Mellon 1996 - 2000
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2001
MBA, Finance & Entrepreneurship
Boston University 1992 — 1996
BSBA
Ballentine Partners, LLC April 2015 - Present
GenSpring Family Offices January 2013 - April 2015
GenSpring Family Offices August 2004 - January 2013
Hartland & Co. September 2001 - July 2004
BNY Mellon 1996 - 2000
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2001
MBA, Finance & Entrepreneurship
Boston University 1992 — 1996
BSBA
Matthew Bremmer's BNY Mellon Experience March 2011 - March 2013
Job Team Leader Global Payments and Control Services at Computershare
Industry Financial Services
Experience
Computershare July 2014 - Present
Computershare March 2013 - June 2014
BNY Mellon March 2011 - March 2013
Skills
Financial Services, Securities, Accounting, Business Analysis, Risk Management, Account Reconciliation, Internal Audit, Financial Analysis, Banking, Equities, Investments, Microsoft Excel, Finance, Financial Reporting, New Leader Development...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA), Finance and Business Analytics
University of Pittsburgh 2004 — 2009
BSBA, Accounting
University of Pittsburgh 2004 — 2009
Bachelor of Science (BS), Economics
Computershare July 2014 - Present
Computershare March 2013 - June 2014
BNY Mellon March 2011 - March 2013
Skills
Financial Services, Securities, Accounting, Business Analysis, Risk Management, Account Reconciliation, Internal Audit, Financial Analysis, Banking, Equities, Investments, Microsoft Excel, Finance, Financial Reporting, New Leader Development...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA), Finance and Business Analytics
University of Pittsburgh 2004 — 2009
BSBA, Accounting
University of Pittsburgh 2004 — 2009
Bachelor of Science (BS), Economics
Briana Curran's BNY Mellon Experience 2012 - Present
Job Vice President, Associate Director of Philanthropy
Industry Financial Services
Experience
BNY Mellon 2012 - Present
Staples, Inc. 2007 - 2012
Staples 2004 - 2007
Lois Paul & Partners 2002 - 2004
Skills
Community Development, Business Strategy, Brand Management, Corporate Branding, Corporate Communications, Corporate Social..., Crisis Communications, Entrepreneurship, Event Management, Event Planning, Internal Communications, Leadership, Marketing Communications, Non-profit..., Nonprofits, Philanthropy, Press Releases, Public Relations, Project Planning, Strategic Communications, Strategic Planning, Media Relations, Strategic Thinking
Education
Boston University 1998 — 2002
BS, Communication
BNY Mellon 2012 - Present
Staples, Inc. 2007 - 2012
Staples 2004 - 2007
Lois Paul & Partners 2002 - 2004
Skills
Community Development, Business Strategy, Brand Management, Corporate Branding, Corporate Communications, Corporate Social..., Crisis Communications, Entrepreneurship, Event Management, Event Planning, Internal Communications, Leadership, Marketing Communications, Non-profit..., Nonprofits, Philanthropy, Press Releases, Public Relations, Project Planning, Strategic Communications, Strategic Planning, Media Relations, Strategic Thinking
Education
Boston University 1998 — 2002
BS, Communication
Matthew Hesterberg's BNY Mellon Experience March 2013 - June 2014
Job Fixed Income Professional
Industry Capital Markets
Experience
Odeon Capital Group July 2015 - Present
AxeWeb LLC August 2014 - Present
Whitaker Securities: Quest Group November 2014 - June 2015
BNY Mellon March 2013 - June 2014
Citi February 2010 - September 2012
Jefferies & Company 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Fixed Income, Trading, Equities, Capital Markets, Hedging, Securities, Bloomberg, Bonds, Hedge Funds, Electronic Trading, Financial Risk, Swaps, Investment Banking, Alternative Investments, Investments, Financial Markets, Trading Systems, Credit Derivatives, US Treasuries, Rates, Interest Rate..., US Equities, Futures, Banking, Interest Rates, International, European Government..., Gilts, Corporate Bonds, Equity Trading, Derivatives, Entrepreneurship, Product Development, Brokering, Management, Sales, Relationship Management, Business Development, Client Services, Marketing
Education
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
London School of Economics and Political Science 2000 — 2001
The General Course
Garden City High School 1994 — 1998
Odeon Capital Group July 2015 - Present
AxeWeb LLC August 2014 - Present
Whitaker Securities: Quest Group November 2014 - June 2015
BNY Mellon March 2013 - June 2014
Citi February 2010 - September 2012
Jefferies & Company 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Fixed Income, Trading, Equities, Capital Markets, Hedging, Securities, Bloomberg, Bonds, Hedge Funds, Electronic Trading, Financial Risk, Swaps, Investment Banking, Alternative Investments, Investments, Financial Markets, Trading Systems, Credit Derivatives, US Treasuries, Rates, Interest Rate..., US Equities, Futures, Banking, Interest Rates, International, European Government..., Gilts, Corporate Bonds, Equity Trading, Derivatives, Entrepreneurship, Product Development, Brokering, Management, Sales, Relationship Management, Business Development, Client Services, Marketing
Education
Boston College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
London School of Economics and Political Science 2000 — 2001
The General Course
Garden City High School 1994 — 1998
Katherine Hou's BNY Mellon Experience June 2010 - August 2010
Job Senior Associate at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PwC August 2012 - Present
Boston College January 2011 - May 2012
BNY Mellon June 2010 - August 2010
Lerch, Vinci, & Higgins LLP June 2009 - August 2009
Skills
Forensic Accounting, Financial Accounting, Auditing, SQL, Access, HTML, SharePoint, Microsoft Office, Photoshop, HTML + CSS, Java, PHP, phpMyAdmin, SQL database design, Analysis, Project Management, Finance, Data Analysis, ITGC, IT Audit
Education
Boston College
Bachelor of Science, Accounting, Information Systems
Holmdel High School
Holmdel High School
PwC August 2012 - Present
Boston College January 2011 - May 2012
BNY Mellon June 2010 - August 2010
Lerch, Vinci, & Higgins LLP June 2009 - August 2009
Skills
Forensic Accounting, Financial Accounting, Auditing, SQL, Access, HTML, SharePoint, Microsoft Office, Photoshop, HTML + CSS, Java, PHP, phpMyAdmin, SQL database design, Analysis, Project Management, Finance, Data Analysis, ITGC, IT Audit
Education
Boston College
Bachelor of Science, Accounting, Information Systems
Holmdel High School
Holmdel High School
Dennis Henderson's BNY Mellon Experience 2003 - 2006
Job Managing Partner Owner: One World Communications, A Data Intelligence/Imaging Company
Industry Information Technology and Services
Experience
One World Communications September 2010 - Present
U.S. Bank August 2006 - August 2010
BNY Mellon 2003 - 2006
Chase 2000 - 2003
State Street 1996 - 2000
Skills
Team Building, Business Strategy, Customer Service, Sales Management, Business Analysis, Sales, Change Management, Negotiation, Business Development, Strategy, Competitive Analysis, Executive Management, Cross-functional Team..., Portfolio Management, Investments, Management, Entrepreneurship, Start-ups, Strategic Financial..., Banking, Finance, Wealth Management, Coaching, Sales Operations, Management Consulting, Financial Services, Series 7, Risk Management, Financial Analysis, Relationship Management, Mortgage Lending, Insurance, Business Process..., Leadership, Due Diligence, Commercial Lending, Mergers & Acquisitions, Financial Planning
Education
Boston College
BS, Business Management
One World Communications September 2010 - Present
U.S. Bank August 2006 - August 2010
BNY Mellon 2003 - 2006
Chase 2000 - 2003
State Street 1996 - 2000
Skills
Team Building, Business Strategy, Customer Service, Sales Management, Business Analysis, Sales, Change Management, Negotiation, Business Development, Strategy, Competitive Analysis, Executive Management, Cross-functional Team..., Portfolio Management, Investments, Management, Entrepreneurship, Start-ups, Strategic Financial..., Banking, Finance, Wealth Management, Coaching, Sales Operations, Management Consulting, Financial Services, Series 7, Risk Management, Financial Analysis, Relationship Management, Mortgage Lending, Insurance, Business Process..., Leadership, Due Diligence, Commercial Lending, Mergers & Acquisitions, Financial Planning
Education
Boston College
BS, Business Management
Elise Schroeder's BNY Mellon Experience April 2015 - Present
Job Vice President, Senior Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon April 2015 - Present
New Frontier Advisors January 2012 - September 2012
New Frontier Advisors September 2006 - December 2011
New Frontier Advisors June 2006 - August 2006
BYK-Chemie USA July 2003 - August 2003
Skills
Asset Allocation, Portfolio Optimization, Quantitative Analytics, Matlab, Microsoft Office, Strategic Planning, Investments, Analysis, GIS, Stata, ETFs, Index Funds, R, VBA, HTML, Regression Analysis, Monte Carlo Simulation
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (MSc), Environmental Economics and Climate Change, Distinction
Boston University 2001 — 2005
BA, Economics, magna cum laude
BNY Mellon April 2015 - Present
New Frontier Advisors January 2012 - September 2012
New Frontier Advisors September 2006 - December 2011
New Frontier Advisors June 2006 - August 2006
BYK-Chemie USA July 2003 - August 2003
Skills
Asset Allocation, Portfolio Optimization, Quantitative Analytics, Matlab, Microsoft Office, Strategic Planning, Investments, Analysis, GIS, Stata, ETFs, Index Funds, R, VBA, HTML, Regression Analysis, Monte Carlo Simulation
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (MSc), Environmental Economics and Climate Change, Distinction
Boston University 2001 — 2005
BA, Economics, magna cum laude
Judy Pierce's BNY Mellon Experience 2007 - 2013
Job Senior Business Systems Analyst
Industry Information Technology and Services
Experience
University of Massachusetts Amherst October 2014 - Present
ZeroChaos 2013 - 2014
BNY Mellon 2007 - 2013
PNC 2004 - 2007
PFPC 1999 - 2003
Skills
Business Analysis, Business Requirements, Test Planning, Stakeholder Engagement, Requirements Analysis, SDLC, Liaison, Requirements Gathering, Mutual Funds, Project Management, Document Drafting, Financial Services, Output Management, Organization, MFOP, DST, AWD, PMP, Software Documentation, Systems Analysis, Vendor Management
Education
Boston University
Bachelor of Science (B.S.), Mass Communication/Media Studies
University of Massachusetts Amherst October 2014 - Present
ZeroChaos 2013 - 2014
BNY Mellon 2007 - 2013
PNC 2004 - 2007
PFPC 1999 - 2003
Skills
Business Analysis, Business Requirements, Test Planning, Stakeholder Engagement, Requirements Analysis, SDLC, Liaison, Requirements Gathering, Mutual Funds, Project Management, Document Drafting, Financial Services, Output Management, Organization, MFOP, DST, AWD, PMP, Software Documentation, Systems Analysis, Vendor Management
Education
Boston University
Bachelor of Science (B.S.), Mass Communication/Media Studies
Rishab Arora's BNY Mellon Experience May 2014 - December 2014
Job Analyst at Primatics Financial
Industry Financial Services
Experience
Primatics Financial February 2015 - Present
BNY Mellon May 2014 - December 2014
Cognizant September 2011 - August 2013
Cognizant September 2010 - September 2011
Skills
C++, C#, SQL, Quantitative Analytics, Matlab, Oracle, R, VBA, Quantitative Finance, Bloomberg, Derivatives, Valuation and Modeling, Monte Carlo Simulation, Financial Modeling, Statistical Modeling, Risk Management, VAR, Credit Risk, Stress Testing, Quantitative Trading, High Frequency Trading, Algorithmic Trading, Data Analytics, Advanced Excel, SAS, Python, Options, Equities, Fixed Income, Statistics, Asset Management, Wealth Management, Quantitative Skills, Analytical Skills, Interpersonal Skills, Communication Skills, Problem Solving, Decision Making, Team Player, Quick Learner, Attention to Detail, ADO.NET, ASP.NET, LINQ, MVC, MVVM, WPF, Prism, JavaScript, jQuery
Education
Boston University 2013 — 2015
Master's degree
University of Pune 2006 — 2010
Bachelor's degree
Primatics Financial February 2015 - Present
BNY Mellon May 2014 - December 2014
Cognizant September 2011 - August 2013
Cognizant September 2010 - September 2011
Skills
C++, C#, SQL, Quantitative Analytics, Matlab, Oracle, R, VBA, Quantitative Finance, Bloomberg, Derivatives, Valuation and Modeling, Monte Carlo Simulation, Financial Modeling, Statistical Modeling, Risk Management, VAR, Credit Risk, Stress Testing, Quantitative Trading, High Frequency Trading, Algorithmic Trading, Data Analytics, Advanced Excel, SAS, Python, Options, Equities, Fixed Income, Statistics, Asset Management, Wealth Management, Quantitative Skills, Analytical Skills, Interpersonal Skills, Communication Skills, Problem Solving, Decision Making, Team Player, Quick Learner, Attention to Detail, ADO.NET, ASP.NET, LINQ, MVC, MVVM, WPF, Prism, JavaScript, jQuery
Education
Boston University 2013 — 2015
Master's degree
University of Pune 2006 — 2010
Bachelor's degree
Kerry Ciulla Kerry Ciulla's BNY Mellon Experience March 1992 - March 1994
Job Human Resources
Industry Human Resources
Experience
Colorado Springs Orthopaedic Group March 2014 - July 2014
Rocky Mountain Health Care Services . 2012 - 2014
EP ENERGY February 2009 - April 2012
Saugus Public Schools December 2003 - September 2007
Fidelity Investments March 1998 - December 2003
GTE March 1994 - March 1998
BNY Mellon March 1992 - March 1994
Skills
Positive Employee..., Onboarding, Dedication to..., Adapt Quickly to Change, Customer Service, Background Checks, Telephone Interviewing, Train New Employees, New Hire Orientations, HR Policies, Highly resourceful, Internal Communications, Team Building, Newsletter Production, Ethical Decision Making, Office Equipment, Conflict Management, Calendaring, Executive Support, Administrative..., Event Planning, Presentation Development, Facilities Management, Expense Reports, Microsoft Office, Travel Arrangements, SharePoint, Interviews, Training, Administrative..., Management, Recruiting
Education
Boston College 1995 — 1997
Business Administration and Management, General
Katherine Gibbs School 1992 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Melrose High School 1985 — 1989
Colorado Springs Orthopaedic Group March 2014 - July 2014
Rocky Mountain Health Care Services . 2012 - 2014
EP ENERGY February 2009 - April 2012
Saugus Public Schools December 2003 - September 2007
Fidelity Investments March 1998 - December 2003
GTE March 1994 - March 1998
BNY Mellon March 1992 - March 1994
Skills
Positive Employee..., Onboarding, Dedication to..., Adapt Quickly to Change, Customer Service, Background Checks, Telephone Interviewing, Train New Employees, New Hire Orientations, HR Policies, Highly resourceful, Internal Communications, Team Building, Newsletter Production, Ethical Decision Making, Office Equipment, Conflict Management, Calendaring, Executive Support, Administrative..., Event Planning, Presentation Development, Facilities Management, Expense Reports, Microsoft Office, Travel Arrangements, SharePoint, Interviews, Training, Administrative..., Management, Recruiting
Education
Boston College 1995 — 1997
Business Administration and Management, General
Katherine Gibbs School 1992 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Melrose High School 1985 — 1989
David Lupack's BNY Mellon Experience December 2005 - December 2009
Job Business Analysis, Software Testing, Financial Services, Corporate Actions
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
William Christo William Christo's BNY Mellon Experience September 2014 - Present
Job Control Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon November 2011 - Present
Outback Steakhouse September 2007 - November 2012
University of Massachusetts September 2008 - May 2011
Putnam Investments December 2009 - April 2010
Office of U.S October 2006 - December 2006
Skills
Microsoft Office, Public Speaking, Photoshop, Finance, Customer Satisfaction, Financial Accounting, Bloomberg, Outlook, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Lotus Notes, Mutual Funds, Customer Service, File Management, Teamwork, Financial Analysis, Management, Research, Account Reconciliation, Insurance, Inventory Management, Corporate Finance, Event Planning, Marketing, Team Leadership, Market Research, Financial Reporting, Sales, Access, Program Management, Leadership, Accounting, Social Media, Training, Spreadsheets, Invoicing, Data Analysis, Budgets, Accounts Receivable, Analysis, Social Networking, PeopleSoft, Process Improvement, Investments, Risk Management, Accounts Payable, Spanish
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Boston College - Carroll School of Management 2013 — 2016
Masters of Finance, Management, Finance
University of Massachusetts Lowell 2006 — 2011
Bachelors, Corporate Finance, Management, Marketing
BNY Mellon September 2014 - Present
BNY Mellon November 2011 - Present
Outback Steakhouse September 2007 - November 2012
University of Massachusetts September 2008 - May 2011
Putnam Investments December 2009 - April 2010
Office of U.S October 2006 - December 2006
Skills
Microsoft Office, Public Speaking, Photoshop, Finance, Customer Satisfaction, Financial Accounting, Bloomberg, Outlook, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Lotus Notes, Mutual Funds, Customer Service, File Management, Teamwork, Financial Analysis, Management, Research, Account Reconciliation, Insurance, Inventory Management, Corporate Finance, Event Planning, Marketing, Team Leadership, Market Research, Financial Reporting, Sales, Access, Program Management, Leadership, Accounting, Social Media, Training, Spreadsheets, Invoicing, Data Analysis, Budgets, Accounts Receivable, Analysis, Social Networking, PeopleSoft, Process Improvement, Investments, Risk Management, Accounts Payable, Spanish
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Boston College - Carroll School of Management 2013 — 2016
Masters of Finance, Management, Finance
University of Massachusetts Lowell 2006 — 2011
Bachelors, Corporate Finance, Management, Marketing
Helen Robichaud Helen Robichaud's BNY Mellon Experience 2010 - Present
Job Managing Director and Senior Counsel at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2010 - Present
J.P. Morgan 1994 - 2010
Allmerica Financial Services 1993 - 1994
Palmer & Dodge LLP 1991 - 1993
Gaston & Snow 1987 - 1991
Skills
Securities, Due Diligence, Mergers & Acquisitions, Financial Services, Hedge Funds, Mutual Funds, Legal Writing, FINRA, Investments, Anti Money Laundering
Education
University of Southern California
Juris Doctor (J.D.)
University of Southern California
Master's Degree, (M.S.)
Boston College
Bachelor's Degree, (B.A.), Psychology
BNY Mellon 2010 - Present
J.P. Morgan 1994 - 2010
Allmerica Financial Services 1993 - 1994
Palmer & Dodge LLP 1991 - 1993
Gaston & Snow 1987 - 1991
Skills
Securities, Due Diligence, Mergers & Acquisitions, Financial Services, Hedge Funds, Mutual Funds, Legal Writing, FINRA, Investments, Anti Money Laundering
Education
University of Southern California
Juris Doctor (J.D.)
University of Southern California
Master's Degree, (M.S.)
Boston College
Bachelor's Degree, (B.A.), Psychology
Daniel Brugal's BNY Mellon Experience June 2010 - August 2010
Job Application Sales Representative Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle November 2014 - Present
Oracle Marketing Cloud (Responsys acquired April 2014) January 2014 - October 2014
Responsys March 2013 - December 2013
Citi July 2011 - March 2013
BNY Mellon June 2010 - August 2010
Killik & Co October 2009 - December 2009
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science, Finance and Operations Managment
Boston University London Program 2009 — 2009
Managment and Finance
Manhasset High School 2003 — 2007
Oracle November 2014 - Present
Oracle Marketing Cloud (Responsys acquired April 2014) January 2014 - October 2014
Responsys March 2013 - December 2013
Citi July 2011 - March 2013
BNY Mellon June 2010 - August 2010
Killik & Co October 2009 - December 2009
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science, Finance and Operations Managment
Boston University London Program 2009 — 2009
Managment and Finance
Manhasset High School 2003 — 2007
Shweta Mahajan, J.D. Shweta Mahajan, J.D.'s BNY Mellon Experience August 2013 - August 2014
Job Associate at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP August 2014 - Present
BNY Mellon August 2013 - August 2014
Fidelity Worldwide Investment March 2013 - May 2013
Suffolk County District Attorney's Office December 2012 - February 2013
Community Business Clinic, Northeastern University School of Law December 2012 - February 2013
Kotin, Crabtree & Strong May 2012 - August 2012
Honorable Mark L. Wolf, U.S. District Court, District of Massachusetts November 2011 - February 2012
United States Attorney's Office May 2011 - August 2011
Icon Language School and Chungdahm Institute December 2009 - August 2010
Ropes & Gray LLP July 2008 - February 2009
Skills
Legal Research, Legal Writing, Civil Litigation, Corporate Governance, Corporate Law, Oral & Written..., Document Review, International Law, Proxy Voting, Proxy Statements, Securities, Transactional Law, Organizational..., Westlaw, Lexis, Teaching English as a..., Tutoring
Education
Northeastern University School of Law 2010 — 2013
Juris Doctor (J.D.)
Boston College 2006 — 2008
Bachelor of Arts (B.A.), Political Science; Communication
Gonzaga University in Florence, Italy 2007 — 2007
Study Abroad Program
University of Rochester 2004 — 2005
Political Science; English
Ropes & Gray LLP August 2014 - Present
BNY Mellon August 2013 - August 2014
Fidelity Worldwide Investment March 2013 - May 2013
Suffolk County District Attorney's Office December 2012 - February 2013
Community Business Clinic, Northeastern University School of Law December 2012 - February 2013
Kotin, Crabtree & Strong May 2012 - August 2012
Honorable Mark L. Wolf, U.S. District Court, District of Massachusetts November 2011 - February 2012
United States Attorney's Office May 2011 - August 2011
Icon Language School and Chungdahm Institute December 2009 - August 2010
Ropes & Gray LLP July 2008 - February 2009
Skills
Legal Research, Legal Writing, Civil Litigation, Corporate Governance, Corporate Law, Oral & Written..., Document Review, International Law, Proxy Voting, Proxy Statements, Securities, Transactional Law, Organizational..., Westlaw, Lexis, Teaching English as a..., Tutoring
Education
Northeastern University School of Law 2010 — 2013
Juris Doctor (J.D.)
Boston College 2006 — 2008
Bachelor of Arts (B.A.), Political Science; Communication
Gonzaga University in Florence, Italy 2007 — 2007
Study Abroad Program
University of Rochester 2004 — 2005
Political Science; English
Edward Fruscella's BNY Mellon Experience March 2003 - Present
Job Vice President, Senior Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2003 - Present
BNY Mellon November 2000 - March 2003
BNY Mellon January 1999 - October 2000
Skills
Client Services, Financial Services, Fixed Income, Performance Measurement, Alternative Investments, Sales Presentations, Risk Management, Equities, Investments, Business Analysis, Mutual Funds, Financial Risk, Securities, Derivatives, Client Service Oriented, GASB, Investment Compliance, Investment Accounting, Private Equity, People Management, Socially Responsible..., Hedge Funds, Analysis, Relationship Management
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance and Marketing
BNY Mellon March 2003 - Present
BNY Mellon November 2000 - March 2003
BNY Mellon January 1999 - October 2000
Skills
Client Services, Financial Services, Fixed Income, Performance Measurement, Alternative Investments, Sales Presentations, Risk Management, Equities, Investments, Business Analysis, Mutual Funds, Financial Risk, Securities, Derivatives, Client Service Oriented, GASB, Investment Compliance, Investment Accounting, Private Equity, People Management, Socially Responsible..., Hedge Funds, Analysis, Relationship Management
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance and Marketing
Lindsay Wakefield's BNY Mellon Experience February 2012 - June 2014
Job Associate Account Manager at Yext
Industry Financial Services
Experience
Yext June 2014 - Present
BNY Mellon February 2012 - June 2014
BNY Mellon March 2010 - May 2012
White Cherry Entertainment, Triage Entertainment October 2008 - March 2010
State Street September 2007 - June 2008
Skills
Fixed Income, Bloomberg, Mutual Funds, Video Production, Financial Services, Asset Management, Business Analysis, Risk Management, Equities, Geomarketing, Strategy, Securities, Hedge Funds, Program Management, Outsourcing, Relationship Management, Microsoft Excel, Management, Financial Analysis
Education
Boston College 2003 — 2007
B.S., Marketing Management, Human Resources Management, Leadership Management
Chelmsford High School 1999 — 2003
Yext June 2014 - Present
BNY Mellon February 2012 - June 2014
BNY Mellon March 2010 - May 2012
White Cherry Entertainment, Triage Entertainment October 2008 - March 2010
State Street September 2007 - June 2008
Skills
Fixed Income, Bloomberg, Mutual Funds, Video Production, Financial Services, Asset Management, Business Analysis, Risk Management, Equities, Geomarketing, Strategy, Securities, Hedge Funds, Program Management, Outsourcing, Relationship Management, Microsoft Excel, Management, Financial Analysis
Education
Boston College 2003 — 2007
B.S., Marketing Management, Human Resources Management, Leadership Management
Chelmsford High School 1999 — 2003
Dan Ricciardi Dan Ricciardi's BNY Mellon Experience June 2006 - September 2008
Job Investment Officer at College of the Holy Cross
Industry Investment Management
Experience
College of the Holy Cross November 2010 - Present
College of the Holy Cross September 2013 - Present
Worcester Community Housing Resources December 2010 - December 2013
College of the Holy Cross September 2008 - November 2010
BNY Mellon June 2006 - September 2008
Skills
Investments, Alternative Investments, Bloomberg, Asset Management, Equities, Private Equity, Mutual Funds, Hedge Funds, Valuation, Bonds, Portfolio Management, Investment Management, Financial Modeling, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2002 — 2006
BA, History
College of the Holy Cross November 2010 - Present
College of the Holy Cross September 2013 - Present
Worcester Community Housing Resources December 2010 - December 2013
College of the Holy Cross September 2008 - November 2010
BNY Mellon June 2006 - September 2008
Skills
Investments, Alternative Investments, Bloomberg, Asset Management, Equities, Private Equity, Mutual Funds, Hedge Funds, Valuation, Bonds, Portfolio Management, Investment Management, Financial Modeling, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2002 — 2006
BA, History
Thomas P Fay Thomas P Fay's BNY Mellon Experience July 2012 - Present
Job Regional President BNY Mellon
Industry Banking
Experience
BNY Mellon July 2012 - Present
Citizens Bank - Wealth Management Division July 2009 - July 2012
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Equities, Financial Services, Hedge Funds, Investment Advisory, Investments, Loans, Private Banking, Risk Management, Strategic Financial..., Wealth Management, Wealth Management..., Commercial Banking, Credit
Education
University of Rhode Island 1990 — 1992
MBA
Boston College 1979 — 1983
Bachelor's degree, Finance and Financial Management Services
BNY Mellon July 2012 - Present
Citizens Bank - Wealth Management Division July 2009 - July 2012
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Equities, Financial Services, Hedge Funds, Investment Advisory, Investments, Loans, Private Banking, Risk Management, Strategic Financial..., Wealth Management, Wealth Management..., Commercial Banking, Credit
Education
University of Rhode Island 1990 — 1992
MBA
Boston College 1979 — 1983
Bachelor's degree, Finance and Financial Management Services
Brett Kohlhofer Brett Kohlhofer's BNY Mellon Experience May 2007 - October 2007
Job Associate at Dechert LLP
Industry Law Practice
Experience
Dechert LLP October 2013 - Present
Massachusetts Office of the Attorney General September 2012 - May 2013
Dechert LLP May 2012 - July 2012
Department of Justice May 2011 - August 2011
Mercer February 2010 - July 2010
Mercer July 2008 - February 2010
BNY Mellon May 2007 - October 2007
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Due Diligence, Administrative Law, Mergers, Research
Education
Boston College Law School 2010 — 2013
Juris Doctor
Southern Methodist University 2004 — 2008
B.B.A. & B.A., Finance & Politcal Science
West Brook High School
Dechert LLP October 2013 - Present
Massachusetts Office of the Attorney General September 2012 - May 2013
Dechert LLP May 2012 - July 2012
Department of Justice May 2011 - August 2011
Mercer February 2010 - July 2010
Mercer July 2008 - February 2010
BNY Mellon May 2007 - October 2007
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Due Diligence, Administrative Law, Mergers, Research
Education
Boston College Law School 2010 — 2013
Juris Doctor
Southern Methodist University 2004 — 2008
B.B.A. & B.A., Finance & Politcal Science
West Brook High School
Daniel Fishbein's BNY Mellon Experience April 2002 - October 2011
Job Vice President, Global Real Estate, SLCR
Industry Real Estate
Experience
CIT September 2012 - Present
CoreNet Global 1993 - Present
BNY Mellon April 2002 - October 2011
The Rubenstein Company, L.P. October 1996 - April 2002
The Vanguard Group September 1989 - October 1996
Polaroid October 1986 - September 1989
City of Boston January 1978 - October 1986
Skills
Corporate Real Estate, Asset Management, Disposition, Real Estate, Leases, Real Estate Transactions, Real Estate Development, Strategy, Valuation, Due Diligence, Strategic Planning, Investment Properties, Acquisitions, Portfolio Management, Property Management, Real Estate Economics, Project Planning, Lease Administration, Strategic Partnerships, Tenant, Mergers & Acquisitions, Underwriting, Economic Development, Asset Managment, Facilities Management, Real Estate Investment, Staff Management, Planning, Process Management, Dispositions
Education
University of Pennsylvania
Master's, City Planning
Boston University
BA, Urban Studies
University of Cincinnati
CIT September 2012 - Present
CoreNet Global 1993 - Present
BNY Mellon April 2002 - October 2011
The Rubenstein Company, L.P. October 1996 - April 2002
The Vanguard Group September 1989 - October 1996
Polaroid October 1986 - September 1989
City of Boston January 1978 - October 1986
Skills
Corporate Real Estate, Asset Management, Disposition, Real Estate, Leases, Real Estate Transactions, Real Estate Development, Strategy, Valuation, Due Diligence, Strategic Planning, Investment Properties, Acquisitions, Portfolio Management, Property Management, Real Estate Economics, Project Planning, Lease Administration, Strategic Partnerships, Tenant, Mergers & Acquisitions, Underwriting, Economic Development, Asset Managment, Facilities Management, Real Estate Investment, Staff Management, Planning, Process Management, Dispositions
Education
University of Pennsylvania
Master's, City Planning
Boston University
BA, Urban Studies
University of Cincinnati
Colin Soyer's BNY Mellon Experience 1999 - 2011
Job Regulatory Compliance
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Citi 2013 - 2014
Fitch Ratings 2011 - 2012
BNY Mellon 1999 - 2011
Citi 1991 - 1999
Skills
Securities, Capital Markets, Series 7, Series 24, Series 63, Derivatives, Mutual Funds, Strategy
Education
Boston College
Bachelor's degree, Psychology
Xavier High School
Deutsche Bank 2014 - Present
Citi 2013 - 2014
Fitch Ratings 2011 - 2012
BNY Mellon 1999 - 2011
Citi 1991 - 1999
Skills
Securities, Capital Markets, Series 7, Series 24, Series 63, Derivatives, Mutual Funds, Strategy
Education
Boston College
Bachelor's degree, Psychology
Xavier High School
Karl Li's BNY Mellon Experience July 2013 - August 2013
Job Marketing Intern at Cogitr, Inc.
Industry Investment Management
Experience
Cogitr, Inc. June 2015 - Present
Boston College June 2014 - Present
BNY Mellon July 2013 - August 2013
Idiil Educational Institute July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Teamwork, LaTeX, FileMaker, Data Entry
Education
Boston College 2013 — 2017
Bachelor's Degree, Mathematics and Economics
John D.O'Bryant High School of Mathematics and Science 2009 — 2013
High School
Cogitr, Inc. June 2015 - Present
Boston College June 2014 - Present
BNY Mellon July 2013 - August 2013
Idiil Educational Institute July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Teamwork, LaTeX, FileMaker, Data Entry
Education
Boston College 2013 — 2017
Bachelor's Degree, Mathematics and Economics
John D.O'Bryant High School of Mathematics and Science 2009 — 2013
High School
Kathryn Duerr's BNY Mellon Experience May 2011 - September 2011
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2013 - Present
Boston College September 2011 - May 2013
BNY Mellon May 2011 - September 2011
Skills
Strategic Consulting
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and German
L.E.K. Consulting September 2013 - Present
Boston College September 2011 - May 2013
BNY Mellon May 2011 - September 2011
Skills
Strategic Consulting
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and German
Gregory Zuboff's BNY Mellon Experience September 2012 - May 2014
Job Associate at WindSail Capital Group
Industry Venture Capital & Private Equity
Experience
WindSail Capital Group LLC May 2014 - Present
BNY Mellon September 2012 - May 2014
PHOTON Consulting October 2010 - August 2011
Skills
Data Analysis, Analysis, Project Management, Financial Analysis, Financial Modeling, Valuation, Business Analysis, Team Leadership, Renewable Energy, Research, Software Documentation, Forecasting, Energy, Cross-functional Team..., Product Management, Entrepreneurship
Education
Boston College - Carroll School of Management 2008 — 2012
Business Management, Summa Cum Laude
Loomis Chaffee 2003 — 2008
WindSail Capital Group LLC May 2014 - Present
BNY Mellon September 2012 - May 2014
PHOTON Consulting October 2010 - August 2011
Skills
Data Analysis, Analysis, Project Management, Financial Analysis, Financial Modeling, Valuation, Business Analysis, Team Leadership, Renewable Energy, Research, Software Documentation, Forecasting, Energy, Cross-functional Team..., Product Management, Entrepreneurship
Education
Boston College - Carroll School of Management 2008 — 2012
Business Management, Summa Cum Laude
Loomis Chaffee 2003 — 2008
Cindy Reynolds's BNY Mellon Experience April 2014 - Present
Job Vice President & Financial Reporting Senior Manager at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Sklar Corporation October 2009 - April 2014
Exelon March 2008 - October 2009
HSBC Overseas Corporation (DE) September 2006 - February 2008
DuPont Capital Management May 2002 - August 2006
The Vanguard Group June 1999 - May 2002
State Street Bank May 1998 - August 1998
Skills
Financial Reporting, Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Finance, Analysis, Budgets, Financial Statements, Management, Auditing, General Ledger, Accounts Receivable, Forecasting, Process Improvement, Leadership, Cash Flow, Accounts Payable, Financial Accounting, Sage ERP Accpac, US GAAP, Corporate Actions
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Boston Latin School
Graduated Summa Cum Laude @ Top High School in Massachusetts -- 6-year college preparatory
BNY Mellon April 2014 - Present
Sklar Corporation October 2009 - April 2014
Exelon March 2008 - October 2009
HSBC Overseas Corporation (DE) September 2006 - February 2008
DuPont Capital Management May 2002 - August 2006
The Vanguard Group June 1999 - May 2002
State Street Bank May 1998 - August 1998
Skills
Financial Reporting, Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Finance, Analysis, Budgets, Financial Statements, Management, Auditing, General Ledger, Accounts Receivable, Forecasting, Process Improvement, Leadership, Cash Flow, Accounts Payable, Financial Accounting, Sage ERP Accpac, US GAAP, Corporate Actions
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Boston Latin School
Graduated Summa Cum Laude @ Top High School in Massachusetts -- 6-year college preparatory
Leon Rozakeas Leon Rozakeas's BNY Mellon Experience March 2011 - Present
Job Systems Integrator II at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon March 2011 - Present
Absolute Capture LLC January 2008 - March 2011
PFPC Inc 2001 - 2008
First Data Investor Services Group, Inc. December 1995 - June 1999
Skills
Leadership, Team Leadership, SDLC, Requirements Analysis, Vendor Management, Process Improvement, Visio, Software Project..., Business Analysis, Project Management, SQL, Financial Services, CICS, COBOL, Mainframe, Requirements Gathering, VSAM, Disaster Recovery, Integration, JCL, DB2
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Master of Business Administration (MBA), Information Technology
Middlebury College 1991 — 1995
BA, Economics
BNY Mellon March 2011 - Present
Absolute Capture LLC January 2008 - March 2011
PFPC Inc 2001 - 2008
First Data Investor Services Group, Inc. December 1995 - June 1999
Skills
Leadership, Team Leadership, SDLC, Requirements Analysis, Vendor Management, Process Improvement, Visio, Software Project..., Business Analysis, Project Management, SQL, Financial Services, CICS, COBOL, Mainframe, Requirements Gathering, VSAM, Disaster Recovery, Integration, JCL, DB2
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Master of Business Administration (MBA), Information Technology
Middlebury College 1991 — 1995
BA, Economics
Eric R. McRoberts Eric R. McRoberts's BNY Mellon Experience November 2011 - March 2013
Job Fraud Risk and Control Manager Security & Fraud Risk at HSBC
Industry Financial Services
Experience
HSBC November 2014 - Present
HSBC April 2013 - November 2014
BNY Mellon November 2011 - March 2013
BNY Mellon January 2011 - November 2011
BNY Mellon March 2010 - January 2011
Columbia University March 2009 - March 2010
CME Group (NYMEX Division) January 2008 - December 2008
NYMEX March 2007 - December 2007
Seafood Cove 2005 - March 2007
Parker & Waichman, LLP September 2002 - August 2005
Skills
Certified Internal..., Internal Controls, Risk Assessment, Assurance, Governance, Basel II, Business Process..., ACL, SQL, Data Analysis, Risk Advisory, Internal Audit, Field Recording, Audio Editing, Audio Post Production, Audio Processing, Audio Mixing, Archiving, Operational Risk..., Risk Management..., Banking, IT Audit, Fraud, Financial Risk, AML, Auditing, Financial Services, Financial Analysis
Education
Dowling College 2005 — 2007
MBA, Corporate Finance
Boston University 1997 — 2001
Bachelor of Science in Business Administration, Finance
Friends Academy 1994 — 1997
The Green Vale School 1984 — 1994
HSBC November 2014 - Present
HSBC April 2013 - November 2014
BNY Mellon November 2011 - March 2013
BNY Mellon January 2011 - November 2011
BNY Mellon March 2010 - January 2011
Columbia University March 2009 - March 2010
CME Group (NYMEX Division) January 2008 - December 2008
NYMEX March 2007 - December 2007
Seafood Cove 2005 - March 2007
Parker & Waichman, LLP September 2002 - August 2005
Skills
Certified Internal..., Internal Controls, Risk Assessment, Assurance, Governance, Basel II, Business Process..., ACL, SQL, Data Analysis, Risk Advisory, Internal Audit, Field Recording, Audio Editing, Audio Post Production, Audio Processing, Audio Mixing, Archiving, Operational Risk..., Risk Management..., Banking, IT Audit, Fraud, Financial Risk, AML, Auditing, Financial Services, Financial Analysis
Education
Dowling College 2005 — 2007
MBA, Corporate Finance
Boston University 1997 — 2001
Bachelor of Science in Business Administration, Finance
Friends Academy 1994 — 1997
The Green Vale School 1984 — 1994
Brian Beaupre, MBA's BNY Mellon Experience February 2005 - May 2006
Job Manager of FP&A at Ipswitch, Inc.
Industry Computer Software
Experience
Ipswitch, Inc. April 2015 - Present
Carroll School of Management at Boston College January 2012 - May 2015
Ipswitch, Inc. August 2012 - March 2015
NetSuite May 2006 - August 2012
BNY Mellon February 2005 - May 2006
Infinity Broadcasting June 2004 - February 2005
Education
Boston College - Carroll School of Management 2012 — 2015
MBA
College of the Holy Cross 2000 — 2004
Economics
Ipswitch, Inc. April 2015 - Present
Carroll School of Management at Boston College January 2012 - May 2015
Ipswitch, Inc. August 2012 - March 2015
NetSuite May 2006 - August 2012
BNY Mellon February 2005 - May 2006
Infinity Broadcasting June 2004 - February 2005
Education
Boston College - Carroll School of Management 2012 — 2015
MBA
College of the Holy Cross 2000 — 2004
Economics
Jackie Collier Jackie Collier's BNY Mellon Experience January 2012 - Present
Job Sales and Marketing Compliance at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
Education
Suffolk University Law School 2013 — 2017
Juris Doctorate Candidate
Boston University
B.S, Management Studies; Business Administration
BNY Mellon January 2012 - Present
Education
Suffolk University Law School 2013 — 2017
Juris Doctorate Candidate
Boston University
B.S, Management Studies; Business Administration
Brandon Parrish, CFA Brandon Parrish, CFA's BNY Mellon Experience July 2012 - October 2014
Job Senior Investment Analyst at NEPC
Industry Financial Services
Experience
NEPC October 2014 - Present
BNY Mellon July 2012 - October 2014
State Street December 2010 - July 2012
State Street November 2009 - December 2010
State Street June 2007 - November 2009
Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Finance
Roger Williams University 2004 — 2007
BS, Financial Services
NEPC October 2014 - Present
BNY Mellon July 2012 - October 2014
State Street December 2010 - July 2012
State Street November 2009 - December 2010
State Street June 2007 - November 2009
Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Finance
Roger Williams University 2004 — 2007
BS, Financial Services
Connor Green's BNY Mellon Experience June 2015 - Present
Job Student at Boston College
Industry Investment Banking
Experience
BNY Mellon June 2015 - Present
Fidelity Investments June 2014 - July 2014
Boston College January 2014 - June 2014
Seasons Four November 2012 - December 2012
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
Boston College 2013 — 2017
Bachelor's Degree, Carroll School of Management Concentrating in Finance and Computer Science
Boston College 2013 — 2017
Finance and Computer Science
BNY Mellon June 2015 - Present
Fidelity Investments June 2014 - July 2014
Boston College January 2014 - June 2014
Seasons Four November 2012 - December 2012
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
Boston College 2013 — 2017
Bachelor's Degree, Carroll School of Management Concentrating in Finance and Computer Science
Boston College 2013 — 2017
Finance and Computer Science
Veronica Pontes's BNY Mellon Experience 2009 - Present
Job Human Resources Professional at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2009 - Present
Education
Emmanuel College 2012 — 2014
Masters of Science in Human Resources, Human Resources Management and Services
Boston College 2005 — 2009
BNY Mellon 2009 - Present
Education
Emmanuel College 2012 — 2014
Masters of Science in Human Resources, Human Resources Management and Services
Boston College 2005 — 2009
Gregg Ducey's BNY Mellon Experience June 2014 - Present
Job Testing Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
BNY Mellon November 2012 - May 2014
Brown Brothers Harriman November 2011 - November 2012
Brown Brothers Harriman November 2009 - October 2011
Skills
Public Speaking, Project Management, Outlook, Bloomberg, Organizational..., Finance, Time Management, Security, Investments, Requirements Analysis, Program Management, Microsoft Office, Microsoft Excel, Management, Training, Leadership Development, Data Analysis, Project Planning, Team Leadership, Social Media, Fixed Income, Business Analysis, Process Improvement, Trading, Microsoft Word, Financial Risk, Customer Service, Strategic Planning, Strategy, Financial Analysis, PowerPoint, Event Planning, Leadership, SDLC, Analysis, Negotiation, Analytics, Marketing, Software Documentation, Securities, Risk Management, SharePoint, Fund Administration, Operations Management, Global Custody, Policy, Equity Trading, Corporate Actions, Equities, Derivatives
Education
Boston College - Carroll School of Management 2013 — 2017
Master of Business Administration (MBA)
Hartwick College 2005 — 2009
B.A., Management
BNY Mellon June 2014 - Present
BNY Mellon November 2012 - May 2014
Brown Brothers Harriman November 2011 - November 2012
Brown Brothers Harriman November 2009 - October 2011
Skills
Public Speaking, Project Management, Outlook, Bloomberg, Organizational..., Finance, Time Management, Security, Investments, Requirements Analysis, Program Management, Microsoft Office, Microsoft Excel, Management, Training, Leadership Development, Data Analysis, Project Planning, Team Leadership, Social Media, Fixed Income, Business Analysis, Process Improvement, Trading, Microsoft Word, Financial Risk, Customer Service, Strategic Planning, Strategy, Financial Analysis, PowerPoint, Event Planning, Leadership, SDLC, Analysis, Negotiation, Analytics, Marketing, Software Documentation, Securities, Risk Management, SharePoint, Fund Administration, Operations Management, Global Custody, Policy, Equity Trading, Corporate Actions, Equities, Derivatives
Education
Boston College - Carroll School of Management 2013 — 2017
Master of Business Administration (MBA)
Hartwick College 2005 — 2009
B.A., Management
Martin O'Day Martin O'Day's BNY Mellon Experience December 2013 - February 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
BNY Mellon December 2013 - February 2015
BNY Mellon Wealth Management - Private Banking December 2011 - December 2013
BNY Mellon Wealth Management September 2009 - December 2011
City Realty Group January 2006 - September 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Bachelor's Degree, Finance, General
Comillas Pontifical University 2007 — 2008
Finance, International Business
Morgan Stanley February 2015 - Present
BNY Mellon December 2013 - February 2015
BNY Mellon Wealth Management - Private Banking December 2011 - December 2013
BNY Mellon Wealth Management September 2009 - December 2011
City Realty Group January 2006 - September 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Bachelor's Degree, Finance, General
Comillas Pontifical University 2007 — 2008
Finance, International Business
Stephen Kolano, CFA Stephen Kolano, CFA's BNY Mellon Experience December 2014 - Present
Job Head, MultiAsset Solutions, Investment Strategy & Solutions Group at BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2014 - Present
BNY Mellon March 2013 - December 2014
BNY Mellon May 2010 - March 2013
The Boston Company Asset Management, LLC April 2008 - May 2010
The Boston Company Asset Management, LLC August 2007 - April 2008
The Boston Company Asset Management, LLC August 2004 - August 2007
The Boston Company Asset Management, LLC August 2002 - August 2004
JP Morgan Chase April 2000 - August 2001
JP Morgan Chase June 1999 - April 2000
Skills
Asset Allocation, Capital Markets, Investments, Strategic Planning, Asset Managment, Equities, Portfolio Management, Alternative Investments, Economics, Institutional..., Investment Strategies, Risk Management, Trading, FX Options, Hedge Funds, Asset Management, Investment Management, Bloomberg, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Masters, Finance
Wesleyan University 1997 — 1999
BA, Economics
College of the Holy Cross 1995 — 1997
BNY Mellon December 2014 - Present
BNY Mellon March 2013 - December 2014
BNY Mellon May 2010 - March 2013
The Boston Company Asset Management, LLC April 2008 - May 2010
The Boston Company Asset Management, LLC August 2007 - April 2008
The Boston Company Asset Management, LLC August 2004 - August 2007
The Boston Company Asset Management, LLC August 2002 - August 2004
JP Morgan Chase April 2000 - August 2001
JP Morgan Chase June 1999 - April 2000
Skills
Asset Allocation, Capital Markets, Investments, Strategic Planning, Asset Managment, Equities, Portfolio Management, Alternative Investments, Economics, Institutional..., Investment Strategies, Risk Management, Trading, FX Options, Hedge Funds, Asset Management, Investment Management, Bloomberg, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Masters, Finance
Wesleyan University 1997 — 1999
BA, Economics
College of the Holy Cross 1995 — 1997
Thaniya Amaralilit Thaniya Amaralilit's BNY Mellon Experience April 2011 - February 2012
Job Software Engineer at BNY Mellon
Industry Computer Software
Experience
Thaniya Photography January 1998 - Present
BNY Mellon April 2011 - February 2012
Jornata February 2011 - April 2011
The TriZetto Group December 2008 - February 2011
State Street January 2008 - March 2010
Skills
XML, C#, JavaScript, HTML, SQL, Oracle, ASP.NET, Microsoft SQL Server, PHP, Databases
Education
Northeastern University 2000 — 2002
MSIS, Information System
New England School of Photography
A.A.A; Hons, Photography; Hons; Fashion
Boston University 1995 — 1998
BA, Economics
Harvard Extension School
Computer Science
Thaniya Photography January 1998 - Present
BNY Mellon April 2011 - February 2012
Jornata February 2011 - April 2011
The TriZetto Group December 2008 - February 2011
State Street January 2008 - March 2010
Skills
XML, C#, JavaScript, HTML, SQL, Oracle, ASP.NET, Microsoft SQL Server, PHP, Databases
Education
Northeastern University 2000 — 2002
MSIS, Information System
New England School of Photography
A.A.A; Hons, Photography; Hons; Fashion
Boston University 1995 — 1998
BA, Economics
Harvard Extension School
Computer Science
Drew Mokas's BNY Mellon Experience June 2012 - September 2012
Job Associate at Cross Shore Capital Management, LLC
Industry Financial Services
Experience
Cross Shore Capital Management, LLC February 2015 - Present
Putnam Investments September 2013 - January 2015
BNY Mellon June 2012 - September 2012
Lonza June 2010 - August 2010
Granite Investment Advisors June 2009 - August 2009
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
The Derryfield School 2005 — 2009
Cross Shore Capital Management, LLC February 2015 - Present
Putnam Investments September 2013 - January 2015
BNY Mellon June 2012 - September 2012
Lonza June 2010 - August 2010
Granite Investment Advisors June 2009 - August 2009
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
The Derryfield School 2005 — 2009
Melissa Conover, Esq., LL.M. Melissa Conover, Esq., LL.M.'s BNY Mellon Experience August 2006 - October 2011
Job Trust Administrator at Choate, Hall & Stewart
Industry Legal Services
Experience
Choate, Hall & Stewart January 2012 - Present
BNY Mellon August 2006 - October 2011
Cushing & Dolan, P.C. 2004 - 2006
Weston, Patrick, Willard & Redding 2003 - 2004
State Street 1999 - 2003
Education
Boston University School of Law 2003 — 2007
LLM, Taxation
Suffolk University Law School 1996 — 1999
J.D.
Boston College 1993 — 1996
B.A., English
Dickinson College 1992 — 1993
Choate, Hall & Stewart January 2012 - Present
BNY Mellon August 2006 - October 2011
Cushing & Dolan, P.C. 2004 - 2006
Weston, Patrick, Willard & Redding 2003 - 2004
State Street 1999 - 2003
Education
Boston University School of Law 2003 — 2007
LLM, Taxation
Suffolk University Law School 1996 — 1999
J.D.
Boston College 1993 — 1996
B.A., English
Dickinson College 1992 — 1993
Aneta Talarczyk, PMP's BNY Mellon Experience January 2011 - Present
Job Vice President, On Shore Program Manager at BNY Mellon
Industry Insurance
Experience
BNY Mellon January 2011 - Present
Liberty Mutual 2008 - February 2011
Mercer 2005 - 2008
State Street 1998 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Strategic Management
Smith College 1989 — 1993
BA, French Literature
BNY Mellon January 2011 - Present
Liberty Mutual 2008 - February 2011
Mercer 2005 - 2008
State Street 1998 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Strategic Management
Smith College 1989 — 1993
BA, French Literature
Al Tedesco Al Tedesco's BNY Mellon Experience October 2011 - January 2012
Job Consultant/Program Manager at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts January 2014 - Present
LeapFrog Systems January 2014 - Present
State Street March 2012 - December 2013
BNY Mellon October 2011 - January 2012
CLT & Associates May 2011 - July 2011
Fidelity Investments September 2007 - February 2011
Fidelity Investments January 2006 - September 2007
Fidelity Investments November 2000 - December 2005
Wellington Management Company June 1999 - November 2000
Fidelity Investments December 1989 - June 1999
Skills
PMO, Disaster Recovery, ITIL, Risk Management, SDLC, IT Service Management, Vendor Management, Program Management, IT Strategy, Incident Management, Agile Project Management, Information Technology, Wealth Management, Software Project..., Release Management, Business Continuity, Governance, IT Management, E-commerce, DB2, SOA, Global Custody, IS Governance, Clearing, Counterparty Risk, Offshore Software..., Retail Brokerage, IT Risk, Critical Chain Project..., SWIFT messaging, Application Security, Disaster Preparedness, IBM Mainframe, B2B services, Financial Technology, Oracle, Fund Accounting, Service Continuity, IT Governance, Web Security, Risk Mitigation, Function Point Analysis, Exadata, Financial Services, Brokers, Chamber Music, Orchestral Music, Solution Architecture, Security, Agile Methodologies
Education
Boston University
B Music
Boston Latin School
Diploma
Tanglewood Music Center
Fellowship
Aspen Music Festival
Fellowship
Blue Cross Blue Shield of Massachusetts January 2014 - Present
LeapFrog Systems January 2014 - Present
State Street March 2012 - December 2013
BNY Mellon October 2011 - January 2012
CLT & Associates May 2011 - July 2011
Fidelity Investments September 2007 - February 2011
Fidelity Investments January 2006 - September 2007
Fidelity Investments November 2000 - December 2005
Wellington Management Company June 1999 - November 2000
Fidelity Investments December 1989 - June 1999
Skills
PMO, Disaster Recovery, ITIL, Risk Management, SDLC, IT Service Management, Vendor Management, Program Management, IT Strategy, Incident Management, Agile Project Management, Information Technology, Wealth Management, Software Project..., Release Management, Business Continuity, Governance, IT Management, E-commerce, DB2, SOA, Global Custody, IS Governance, Clearing, Counterparty Risk, Offshore Software..., Retail Brokerage, IT Risk, Critical Chain Project..., SWIFT messaging, Application Security, Disaster Preparedness, IBM Mainframe, B2B services, Financial Technology, Oracle, Fund Accounting, Service Continuity, IT Governance, Web Security, Risk Mitigation, Function Point Analysis, Exadata, Financial Services, Brokers, Chamber Music, Orchestral Music, Solution Architecture, Security, Agile Methodologies
Education
Boston University
B Music
Boston Latin School
Diploma
Tanglewood Music Center
Fellowship
Aspen Music Festival
Fellowship
Keaton Nicholson's BNY Mellon Experience February 2011 - April 2012
Job Private Equity Accountant at Denham Capital
Industry Financial Services
Experience
Denham Capital April 2012 - Present
BNY Mellon February 2011 - April 2012
Bloomberg May 2009 - September 2009
Loft Literacy Center June 2008 - September 2008
Skills
Private Equity, Finance, Managerial Finance, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Valuation, Investments, Financial Reporting, Corporate Finance, Equities, Portfolio Management, Fixed Income, Accounting
Education
Boston College 2013 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
The University of Connecticut School of Business 2006 — 2010
Bachelor, Business; Finance
Denham Capital April 2012 - Present
BNY Mellon February 2011 - April 2012
Bloomberg May 2009 - September 2009
Loft Literacy Center June 2008 - September 2008
Skills
Private Equity, Finance, Managerial Finance, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Valuation, Investments, Financial Reporting, Corporate Finance, Equities, Portfolio Management, Fixed Income, Accounting
Education
Boston College 2013 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
The University of Connecticut School of Business 2006 — 2010
Bachelor, Business; Finance
Catherine Medina-Perez, MSW's BNY Mellon Experience January 2015 - Present
Job BNY Mellon YouthLeaders Program Manager
Industry Philanthropy
Experience
BNY Mellon January 2015 - Present
Citizens Financial Group, Inc. September 2014 - May 2015
Boston University Center for Addictions Research & Services June 2014 - December 2014
Boston University School of Social Work June 2014 - December 2014
Hyde Square Task Force February 2011 - June 2014
Hyde Square Task Force September 2013 - May 2014
Hyde Square Task Force February 2011 - June 2011
City of Boston June 2009 - February 2011
Hyde Square Task Force November 2007 - May 2009
Hyde Square Task Force August 2007 - October 2007
Education
Boston University 2012 — 2015
Master's degree
Suffolk University 2007 — 2011
Bachelors of Science
BNY Mellon January 2015 - Present
Citizens Financial Group, Inc. September 2014 - May 2015
Boston University Center for Addictions Research & Services June 2014 - December 2014
Boston University School of Social Work June 2014 - December 2014
Hyde Square Task Force February 2011 - June 2014
Hyde Square Task Force September 2013 - May 2014
Hyde Square Task Force February 2011 - June 2011
City of Boston June 2009 - February 2011
Hyde Square Task Force November 2007 - May 2009
Hyde Square Task Force August 2007 - October 2007
Education
Boston University 2012 — 2015
Master's degree
Suffolk University 2007 — 2011
Bachelors of Science
Peter Masso's BNY Mellon Experience October 2004 - January 2012
Job Shareholder Relations at Computershare Ltd
Industry Banking
Experience
Computershare January 2012 - Present
BNY Mellon October 2004 - January 2012
Computer Trading Corporation 1995 - 2002
Tudor Investment Corporation January 1991 - January 1995
Skills
Equities, Hedge Funds, Investor Relations, Options
Education
Boston College 1983 — 1986
BA, Economics
Computershare January 2012 - Present
BNY Mellon October 2004 - January 2012
Computer Trading Corporation 1995 - 2002
Tudor Investment Corporation January 1991 - January 1995
Skills
Equities, Hedge Funds, Investor Relations, Options
Education
Boston College 1983 — 1986
BA, Economics
S. Dean Sakati S. Dean Sakati's BNY Mellon Experience March 2013 - Present
Job Managing Director Head of Strategy & Business Development, Markets Group at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
AXOPA Partners LLC January 2011 - February 2013
State Street Corporation October 1996 - January 2011
US Army May 1987 - December 2007
Fidelity Capital Markets July 1994 - October 1996
Liberty Mutual Insurance November 1987 - July 1994
Skills
Investments, Financial Services, Investment Strategies, Mergers, Hedge Funds, Accounting, Financial Analysis, Forecasting, Strategy, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Business Planning, Fixed Income, Capital Markets, Equities, Business Development, Finance, Management, Valuation, Financial Modeling, Securities, Analysis, Leadership, Asset Management, Private Equity, Financial Reporting, Trading, Alternative Investments, Risk Management, Investment Management, Mutual Funds, Derivatives, Financial Markets, Due Diligence, Investment Banking, Corporate Finance, Emerging Markets, Venture Capital, FX Options, Asset Allocation, Equity Research, Trading Systems
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance and International Management
State University of New York College at Oswego 1983 — 1987
BS-Accounting, Accounting
BNY Mellon March 2013 - Present
AXOPA Partners LLC January 2011 - February 2013
State Street Corporation October 1996 - January 2011
US Army May 1987 - December 2007
Fidelity Capital Markets July 1994 - October 1996
Liberty Mutual Insurance November 1987 - July 1994
Skills
Investments, Financial Services, Investment Strategies, Mergers, Hedge Funds, Accounting, Financial Analysis, Forecasting, Strategy, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Business Planning, Fixed Income, Capital Markets, Equities, Business Development, Finance, Management, Valuation, Financial Modeling, Securities, Analysis, Leadership, Asset Management, Private Equity, Financial Reporting, Trading, Alternative Investments, Risk Management, Investment Management, Mutual Funds, Derivatives, Financial Markets, Due Diligence, Investment Banking, Corporate Finance, Emerging Markets, Venture Capital, FX Options, Asset Allocation, Equity Research, Trading Systems
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance and International Management
State University of New York College at Oswego 1983 — 1987
BS-Accounting, Accounting
Kevin Hou's BNY Mellon Experience March 2014 - February 2015
Job Associate at Partners Capital LLP
Industry Financial Services
Experience
Partners Capital LLP February 2015 - Present
BNY Mellon March 2014 - February 2015
Jordi Labs LLC 2012 - 2013
The Heights, Inc. 2009 - 2011
Education
Boston College 2008 — 2012
Bachelor's Degree, Chemistry
Partners Capital LLP February 2015 - Present
BNY Mellon March 2014 - February 2015
Jordi Labs LLC 2012 - 2013
The Heights, Inc. 2009 - 2011
Education
Boston College 2008 — 2012
Bachelor's Degree, Chemistry
Kathleen (O'Callaghan) Scott Kathleen (O'Callaghan) Scott's BNY Mellon Experience February 2015 - Present
Job Financial Services Executive
Industry Financial Services
Christopher Sorensen's BNY Mellon Experience November 1996 - June 2001
Job eFX, Financial Services and Technology Solutions Professional, Relationship Management, Project Manager, Strategist
Industry Capital Markets
Experience
Seeking a new career opportunity March 2015 - Present
CCS Consulting Group, LLC March 2015 - Present
State Street November 2005 - March 2015
State Street July 2000 - November 2005
BNY Mellon November 1996 - June 2001
Electronic Data Systems April 1996 - November 1996
Skills
Trading Systems, FX Connect, Currenex, eFX, Electronic Trading, Fixed Income, FX trading, Integration, Trading, Bonds, Asset Management, Foreign Exchange, Financial Services, Equities, Market Data, Business Analysis, FX Options, Bloomberg, FIX, SQL, Settlement, Hedge Funds, Financial Markets, Capital Markets, Management, Java, XML, Swaps, Equity Trading, Securities, .NET, Oracle, Analysis, Microsoft Office, Windows Server, Order Management, Software Development, Currency, Back Office, Trading Strategies, Middle Office, Options, VBA, Consultancy, Software Documentation, E-commerce, Visual Basic, GTSS, Agile Methodologies, Scrum
Education
Boston University 1998 — 2000
Masters, Innovation & Technology
Western Michigan University - Haworth College of Business 1991 — 1995
Bachelors of Business Administration, Finance, Asian Studies
Grosse Pointe South High School 1987 — 1991
Seeking a new career opportunity March 2015 - Present
CCS Consulting Group, LLC March 2015 - Present
State Street November 2005 - March 2015
State Street July 2000 - November 2005
BNY Mellon November 1996 - June 2001
Electronic Data Systems April 1996 - November 1996
Skills
Trading Systems, FX Connect, Currenex, eFX, Electronic Trading, Fixed Income, FX trading, Integration, Trading, Bonds, Asset Management, Foreign Exchange, Financial Services, Equities, Market Data, Business Analysis, FX Options, Bloomberg, FIX, SQL, Settlement, Hedge Funds, Financial Markets, Capital Markets, Management, Java, XML, Swaps, Equity Trading, Securities, .NET, Oracle, Analysis, Microsoft Office, Windows Server, Order Management, Software Development, Currency, Back Office, Trading Strategies, Middle Office, Options, VBA, Consultancy, Software Documentation, E-commerce, Visual Basic, GTSS, Agile Methodologies, Scrum
Education
Boston University 1998 — 2000
Masters, Innovation & Technology
Western Michigan University - Haworth College of Business 1991 — 1995
Bachelors of Business Administration, Finance, Asian Studies
Grosse Pointe South High School 1987 — 1991
Kevin Chang's BNY Mellon Experience May 2013 - February 2014
Job Web Engineer at YCharts
Industry Financial Services
Experience
YCharts August 2014 - Present
The Flatiron School February 2014 - April 2014
BNY Mellon May 2013 - February 2014
Ipreo August 2010 - April 2013
Fidelity Investments May 2010 - July 2010
Skills
Python, Django, Microsoft Excel, Microsoft Office, JavaScript, Java, Equities, SQL, HTML, Analysis, Management, Business Analysis, Visio, Market Research, Testing, PowerPoint, Project Management, SharePoint, CSS, Microsoft Word, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
BS, Finance, Computer Science, Information Systems
Horace Mann School 1994 — 2006
YCharts August 2014 - Present
The Flatiron School February 2014 - April 2014
BNY Mellon May 2013 - February 2014
Ipreo August 2010 - April 2013
Fidelity Investments May 2010 - July 2010
Skills
Python, Django, Microsoft Excel, Microsoft Office, JavaScript, Java, Equities, SQL, HTML, Analysis, Management, Business Analysis, Visio, Market Research, Testing, PowerPoint, Project Management, SharePoint, CSS, Microsoft Word, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
BS, Finance, Computer Science, Information Systems
Horace Mann School 1994 — 2006
James Doogan James Doogan's BNY Mellon Experience August 2013 - September 2014
Job Operations Specialist at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge September 2014 - Present
BNY Mellon August 2013 - September 2014
City of Boston June 2012 - August 2012
Department of Conservation and Recreation May 2011 - September 2011
Saint Anselm College August 2010 - May 2011
Skills
Accounting, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, QuickBooks, Sunguard, PeopleSoft, Event Management, Event Planning, Fundraising
Education
St. Anselm College 2009 — 2013
Accounting
Boston Latin School 2003 — 2009
Loring, Wolcott & Coolidge September 2014 - Present
BNY Mellon August 2013 - September 2014
City of Boston June 2012 - August 2012
Department of Conservation and Recreation May 2011 - September 2011
Saint Anselm College August 2010 - May 2011
Skills
Accounting, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, QuickBooks, Sunguard, PeopleSoft, Event Management, Event Planning, Fundraising
Education
St. Anselm College 2009 — 2013
Accounting
Boston Latin School 2003 — 2009
John M. Donaghey, CFA, CAIA's BNY Mellon Experience October 2012 - Present
Job Head of N.A. Institutional Distribution
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
BNY Mellon August 2014 - Present
BNY Mellon Asset Management March 2006 - Present
Goldman Sachs Asset Management February 2003 - January 2006
Putnam Investments April 1993 - January 2003
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Investments, Fixed Income, Management, Investment Management, Asset Management, Asset Allocation, Bonds, Capital Markets, Derivatives, FINRA, Financial Analysis, Financial Services, Fund Of Funds, Investment Advisory, Investment Strategies, Marketing, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
BNY Mellon October 2012 - Present
BNY Mellon August 2014 - Present
BNY Mellon Asset Management March 2006 - Present
Goldman Sachs Asset Management February 2003 - January 2006
Putnam Investments April 1993 - January 2003
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Investments, Fixed Income, Management, Investment Management, Asset Management, Asset Allocation, Bonds, Capital Markets, Derivatives, FINRA, Financial Analysis, Financial Services, Fund Of Funds, Investment Advisory, Investment Strategies, Marketing, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
leo reed's BNY Mellon Experience October 1998 - June 2001
Job Managing Director at Logan Circle Partners
Industry Financial Services
Experience
Logan Circle Partners October 2014 - Present
Neuberger Berman March 2011 - October 2014
BMO Global Asset Management June 2001 - December 2010
BNY Mellon October 1998 - June 2001
Skills
Series 7, Series 63, Secondary Offerings, Hedge Funds, International Equities, Opportunistic Fixed..., Sales Management, Investment Management, Relationship Management, Equities, Fixed Income, Series 31, Series 30, Futures..., Private Equity, Investment Strategies, Investments, Asset Allocation, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Communication, General
Logan Circle Partners October 2014 - Present
Neuberger Berman March 2011 - October 2014
BMO Global Asset Management June 2001 - December 2010
BNY Mellon October 1998 - June 2001
Skills
Series 7, Series 63, Secondary Offerings, Hedge Funds, International Equities, Opportunistic Fixed..., Sales Management, Investment Management, Relationship Management, Equities, Fixed Income, Series 31, Series 30, Futures..., Private Equity, Investment Strategies, Investments, Asset Allocation, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Communication, General
Joseph Palamara, CFA's BNY Mellon Experience August 2012 - August 2013
Job Hedge Fund Services Product Control | Middle Office
Industry Financial Services
Experience
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Todd M. Titus Todd M. Titus's BNY Mellon Experience June 2008 - May 2013
Job Senior Legal Analyst at Citizens Financial Group, Inc.
Industry Construction
Experience
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
Citizens Financial Group, Inc. December 2014 - Present
C. T. Titus Contracting and Masonry May 2013 - November 2014
BNY Mellon June 2008 - May 2013
Fidelity Investments October 2006 - June 2008
Consultant June 2001 - August 2006
Standish Mellon Asset Management October 1998 - February 2000
MFS Investment Management March 1997 - October 1998
United States Marine Corps October 1990 - October 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Morningstar, Investments, Fixed Income, Training, Barra Aegis, Barra, Factset, Analysis, Communication, Writing, Fact-checking, Close Attention to..., Priority Management, Job Scheduling, Financial Modeling, Equity Research, Economic Research
Education
Boston College 2000 — 2001
Master's degree, Finance, General
Merrimack College 1992 — 1996
Bachelor's degree, Economics
U.S. Marine Corp. 1990 — 1996
Naval Aviator Select, Non-Commissioned Officer, and Commissioned Officer Select
Marblehead High School 1986 — 1990
Diploma
John Stanley's BNY Mellon Experience June 2010 - August 2010
Job Investment Banking Associate at Lazard
Industry Investment Banking
Experience
Lazard November 2014 - Present
Lazard January 2014 - October 2014
Cowen and Company July 2011 - December 2013
BNY Mellon June 2010 - August 2010
Boston College January 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Due Diligence, Software, Financial Modeling, Finance, Private Equity, Equities
Education
Boston College 2007 — 2011
Bachelor of Science (BS)
Carroll School of Management 2007 — 2011
Bachelor of Science, Management; Finance and Accounting
Lazard November 2014 - Present
Lazard January 2014 - October 2014
Cowen and Company July 2011 - December 2013
BNY Mellon June 2010 - August 2010
Boston College January 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Due Diligence, Software, Financial Modeling, Finance, Private Equity, Equities
Education
Boston College 2007 — 2011
Bachelor of Science (BS)
Carroll School of Management 2007 — 2011
Bachelor of Science, Management; Finance and Accounting
Christine Gill's BNY Mellon Experience September 2013 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
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
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
John Nylen's BNY Mellon Experience July 2011 - March 2014
Job Account Executive at HourlyNerd
Industry Management Consulting
Experience
HourlyNerd June 2015 - Present
HourlyNerd March 2014 - Present
BNY Mellon July 2011 - March 2014
NSTAR June 2010 - August 2010
Boston College - Campus School September 2009 - May 2010
Skills
Equities, Entrepreneurship, Project Management, PowerPoint, Writing, Client Relations Skills, Fixed Income, Microsoft Word, Adobe Acrobat, Sales, Marketing, Email Marketing
Education
Boston College 2007 — 2011
Bachelor's Degree, Carroll School of Management - Finance, Marketing
Milton Academy 2003 — 2007
High School
HourlyNerd June 2015 - Present
HourlyNerd March 2014 - Present
BNY Mellon July 2011 - March 2014
NSTAR June 2010 - August 2010
Boston College - Campus School September 2009 - May 2010
Skills
Equities, Entrepreneurship, Project Management, PowerPoint, Writing, Client Relations Skills, Fixed Income, Microsoft Word, Adobe Acrobat, Sales, Marketing, Email Marketing
Education
Boston College 2007 — 2011
Bachelor's Degree, Carroll School of Management - Finance, Marketing
Milton Academy 2003 — 2007
High School
Yuliya Jensen Yuliya Jensen's BNY Mellon Experience March 2011 - May 2012
Job Financial Reporting Analyst at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors August 2012 - Present
BNY Mellon March 2011 - May 2012
BNY Mellon September 2009 - March 2011
BNY Mellon June 2008 - September 2009
Skills
Bloomberg, Finance, Financial Reporting, Accounting, Analysis, Financial Services, Investments, Auditing, Financial Analysis, Mutual Funds, Valuation, Portfolio Management, Hedge Funds, Private Equity, Securities, US GAAP, Alternative Investments, Financial Risk, Equities, Financial Statements, Financial Modeling, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF, Finance
Salem State College 2005 — 2008
BS, Finance
Belarussian State Economic University 2002 — 2005
BS, Tourism and Hospitality Management
Harbor Capital Advisors August 2012 - Present
BNY Mellon March 2011 - May 2012
BNY Mellon September 2009 - March 2011
BNY Mellon June 2008 - September 2009
Skills
Bloomberg, Finance, Financial Reporting, Accounting, Analysis, Financial Services, Investments, Auditing, Financial Analysis, Mutual Funds, Valuation, Portfolio Management, Hedge Funds, Private Equity, Securities, US GAAP, Alternative Investments, Financial Risk, Equities, Financial Statements, Financial Modeling, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF, Finance
Salem State College 2005 — 2008
BS, Finance
Belarussian State Economic University 2002 — 2005
BS, Tourism and Hospitality Management
Kyle Curran Kyle Curran's BNY Mellon Experience June 2013 - Present
Job Surveillance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
BNY Mellon July 2011 - June 2013
BNY Mellon April 2009 - June 2011
State Street Bank September 2007 - April 2009
Investors Bank & Trust June 2007 - September 2007
Skills
Bloomberg Terminal, CRD, Charles River IMS, Derivatives, Bloomberg, Securities, Mutual Funds, Portfolio Management, Fixed Income, Fund Administration, Equities, Global Custody, Fund Accounting, Asset Managment, Investments, Options, Emerging Markets, Asset Management
Education
Boston College - Carroll School of Management 2009 — 2012
MBA, Asset Management
Suffolk University - Sawyer School of Management 2003 — 2007
Bachelor of Science in Business Administration, Double Major: Business Managament and International Business, GPA: 3.55, Magna Cum Laude
BNY Mellon June 2013 - Present
BNY Mellon July 2011 - June 2013
BNY Mellon April 2009 - June 2011
State Street Bank September 2007 - April 2009
Investors Bank & Trust June 2007 - September 2007
Skills
Bloomberg Terminal, CRD, Charles River IMS, Derivatives, Bloomberg, Securities, Mutual Funds, Portfolio Management, Fixed Income, Fund Administration, Equities, Global Custody, Fund Accounting, Asset Managment, Investments, Options, Emerging Markets, Asset Management
Education
Boston College - Carroll School of Management 2009 — 2012
MBA, Asset Management
Suffolk University - Sawyer School of Management 2003 — 2007
Bachelor of Science in Business Administration, Double Major: Business Managament and International Business, GPA: 3.55, Magna Cum Laude
Molly Olsen Molly Olsen's BNY Mellon Experience November 2009 - September 2011
Job Category Specialist at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance November 2013 - Present
Liberty Mutual Insurance September 2011 - November 2013
BNY Mellon November 2009 - September 2011
Skills
Bloomberg, Financial Modeling, Financial Analysis, Mutual Funds, Fixed Income, Data Analysis, Analysis, Financial Services, Management
Education
Boston College 2011 — 2015
Master of Business Administration (MBA)
Boston College 2011 — 2015
Master's Degree, Finance, General
Fairfield University 2005 — 2009
Bachelor of Science (BS), Mathematics
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance November 2013 - Present
Liberty Mutual Insurance September 2011 - November 2013
BNY Mellon November 2009 - September 2011
Skills
Bloomberg, Financial Modeling, Financial Analysis, Mutual Funds, Fixed Income, Data Analysis, Analysis, Financial Services, Management
Education
Boston College 2011 — 2015
Master of Business Administration (MBA)
Boston College 2011 — 2015
Master's Degree, Finance, General
Fairfield University 2005 — 2009
Bachelor of Science (BS), Mathematics
Jonathan McKenna's BNY Mellon Experience October 2012 - March 2014
Job Manager of Customer Success at CB Insights
Industry Financial Services
Experience
CB Insights March 2014 - Present
BNY Mellon October 2012 - March 2014
BNY Mellon July 2011 - October 2012
Method Fitness March 2010 - July 2011
Triumvirate Environmental March 2009 - January 2010
Triumvirate Environmental October 2008 - March 2009
Triumvirate Environmental July 2006 - October 2008
Boston College January 2005 - May 2006
Skills
Building Relationships, Investor Relations, Sales, Project Management, Networking, Empathy, Business Development, New Business Development, Problem Solving, Marketing, Helping Clients Succeed, Account Management, Fundraising, RFP Generation, Social Media, Analytics, CRM, Leadership, Research, Strategy, Management, Customer Service, Analysis
Education
Boston College 2002 — 2006
Biology, Biology, Enviornmental Sciences
CB Insights March 2014 - Present
BNY Mellon October 2012 - March 2014
BNY Mellon July 2011 - October 2012
Method Fitness March 2010 - July 2011
Triumvirate Environmental March 2009 - January 2010
Triumvirate Environmental October 2008 - March 2009
Triumvirate Environmental July 2006 - October 2008
Boston College January 2005 - May 2006
Skills
Building Relationships, Investor Relations, Sales, Project Management, Networking, Empathy, Business Development, New Business Development, Problem Solving, Marketing, Helping Clients Succeed, Account Management, Fundraising, RFP Generation, Social Media, Analytics, CRM, Leadership, Research, Strategy, Management, Customer Service, Analysis
Education
Boston College 2002 — 2006
Biology, Biology, Enviornmental Sciences
Raymond C. Radigan Raymond C. Radigan's BNY Mellon Experience July 1995 - April 2004
Job Managing Director of Trust at U.S. Bank
Industry Banking
Experience
U.S. Bank February 2012 - Present
US Trust April 2004 - February 2012
BNY Mellon July 1995 - April 2004
North Fork Bank 1988 - 1995
Shea and Gould 1983 - 1988
Skills
Finance, Investments, Financial Risk, Financial Services, Estate Planning, Trust Services, Strategic Financial..., Personal Trust..., Estate Administration, Estate Tax Planning, Succession Planning, Charitable Trusts, Charitable Gift Planning, Trusts, Management, Wealth Management, Financial Planning, Asset Management, Mergers & Acquisitions, Asset Allocation, Equities, Mutual Funds, Alternative Investments, High Net Worth..., Securities
Education
Saint John's University School of Law 1980 — 1983
Doctor of Law (JD), Law
Boston College 1976 — 1980
Bachelor of Arts (B.A.), Accounting
st kilian
st kilian
st kilian
U.S. Bank February 2012 - Present
US Trust April 2004 - February 2012
BNY Mellon July 1995 - April 2004
North Fork Bank 1988 - 1995
Shea and Gould 1983 - 1988
Skills
Finance, Investments, Financial Risk, Financial Services, Estate Planning, Trust Services, Strategic Financial..., Personal Trust..., Estate Administration, Estate Tax Planning, Succession Planning, Charitable Trusts, Charitable Gift Planning, Trusts, Management, Wealth Management, Financial Planning, Asset Management, Mergers & Acquisitions, Asset Allocation, Equities, Mutual Funds, Alternative Investments, High Net Worth..., Securities
Education
Saint John's University School of Law 1980 — 1983
Doctor of Law (JD), Law
Boston College 1976 — 1980
Bachelor of Arts (B.A.), Accounting
st kilian
st kilian
st kilian
Scott Zerneri Scott Zerneri's BNY Mellon Experience June 2007 - March 2010
Job Research Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management June 2012 - Present
Standish Mellon Asset Management March 2010 - June 2012
BNY Mellon June 2007 - March 2010
Skills
Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Financial Analysis, Bonds, Trading, Investment Management, Strategic Financial..., Wealth Management, Capital Markets, Credit Analysis, High Net Worth..., Hedge Funds, Series 7, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA, Asset Management
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Central Catholic High School 1999 — 2003
Standish Mellon Asset Management June 2012 - Present
Standish Mellon Asset Management March 2010 - June 2012
BNY Mellon June 2007 - March 2010
Skills
Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Financial Analysis, Bonds, Trading, Investment Management, Strategic Financial..., Wealth Management, Capital Markets, Credit Analysis, High Net Worth..., Hedge Funds, Series 7, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA, Asset Management
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Central Catholic High School 1999 — 2003
Brett Klein's BNY Mellon Experience September 2014 - Present
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2014 - Present
Goldman Sachs December 2013 - September 2014
Morgan Stanley February 2011 - February 2013
Merrill Lynch June 2009 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
BNY Mellon September 2014 - Present
Goldman Sachs December 2013 - September 2014
Morgan Stanley February 2011 - February 2013
Merrill Lynch June 2009 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Kaitlyn Mulcahy's BNY Mellon Experience June 2011 - August 2011
Job Rental Operations Analyst at MassHousing
Industry Philanthropy
Experience
MassHousing August 2015 - Present
Locke Lord LLP January 2015 - June 2015
Edwards Wildman Palmer LLP August 2013 - January 2015
James Cook Languages October 2012 - May 2013
Boston College Physics Department October 2011 - June 2012
ARAMARK April 2008 - June 2012
RuffaloCODY October 2009 - October 2011
BNY Mellon June 2011 - August 2011
Skills
Microsoft Excel, Customer Service, Fundraising, Microsoft Word, Teaching English as a..., ESL, Nonprofits, PowerPoint, Editing, Social Media, Social Networking, Donor Management, Business English, Due Diligence, Donor Advised Funds
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.7
National University of Ireland, Galway
Study Abroad, Fall Semester, Economics
Melrose High School
TEFL Worldwide
MassHousing August 2015 - Present
Locke Lord LLP January 2015 - June 2015
Edwards Wildman Palmer LLP August 2013 - January 2015
James Cook Languages October 2012 - May 2013
Boston College Physics Department October 2011 - June 2012
ARAMARK April 2008 - June 2012
RuffaloCODY October 2009 - October 2011
BNY Mellon June 2011 - August 2011
Skills
Microsoft Excel, Customer Service, Fundraising, Microsoft Word, Teaching English as a..., ESL, Nonprofits, PowerPoint, Editing, Social Media, Social Networking, Donor Management, Business English, Due Diligence, Donor Advised Funds
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.7
National University of Ireland, Galway
Study Abroad, Fall Semester, Economics
Melrose High School
TEFL Worldwide
Jeremy Gillespie's BNY Mellon Experience 2006 - Present
Job Director of Application Development at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2006 - Present
Webgen Systems March 2002 - March 2006
Sapient Corporation April 1998 - February 2002
Liberty Information Technology August 1997 - April 1998
University of Ulster May 1997 - August 1997
Kainos Software, Belfast, N.Ireland June 1995 - September 1996
Skills
Microsoft SQL Server, Oracle, SQL, C#, Software Engineering, SDLC, Agile Methodologies, ALM, TFS, Software Project..., Java, XML, SOA, Database Design, Software Design, Software Development, ASP.NET, .NET, WCF, Java Enterprise Edition, Web Services, Unix, DB2, CRD, SSIS
Education
Boston University 2008 — 2012
Master's degree, Computer Science, 3.77
University of Ulster 1993 — 1997
Bsc (Hons), Computer Science
BNY Mellon 2006 - Present
Webgen Systems March 2002 - March 2006
Sapient Corporation April 1998 - February 2002
Liberty Information Technology August 1997 - April 1998
University of Ulster May 1997 - August 1997
Kainos Software, Belfast, N.Ireland June 1995 - September 1996
Skills
Microsoft SQL Server, Oracle, SQL, C#, Software Engineering, SDLC, Agile Methodologies, ALM, TFS, Software Project..., Java, XML, SOA, Database Design, Software Design, Software Development, ASP.NET, .NET, WCF, Java Enterprise Edition, Web Services, Unix, DB2, CRD, SSIS
Education
Boston University 2008 — 2012
Master's degree, Computer Science, 3.77
University of Ulster 1993 — 1997
Bsc (Hons), Computer Science
Arleen Cavanaugh, PMP's BNY Mellon Experience June 2010 - March 2015
Job
Industry Financial Services
Experience
State Street Bank March 2015 - Present
BNY Mellon June 2010 - March 2015
Fidelity Investments July 2009 - June 2010
Starpoint Solutions June 2008 - June 2009
Fidelity Investments August 2005 - May 2008
Harvard Business School July 2002 - August 2005
Fidelity Investments, FMRCo Systems August 1998 - July 2002
Cubist Pharmaceuticals May 1996 - August 1998
Boston University 1990 - 1996
Skills
Vendor Management, SDLC, Program Management, Business Analysis, Financial Services, PMP, PMO, Project Management, Software Project..., Process Improvement, Project Portfolio..., Agile Methodologies, Product Management
Education
Boston University 1994 — 1998
Master’s Degree, Computer Science
Boston University 1990 — 1994
Bachelor’s Degree, Computer Science
University of Massachusetts Dartmouth 1982 — 1990
Bachelor’s Degree, Business Administration and Management, Human Resources Management
State Street Bank March 2015 - Present
BNY Mellon June 2010 - March 2015
Fidelity Investments July 2009 - June 2010
Starpoint Solutions June 2008 - June 2009
Fidelity Investments August 2005 - May 2008
Harvard Business School July 2002 - August 2005
Fidelity Investments, FMRCo Systems August 1998 - July 2002
Cubist Pharmaceuticals May 1996 - August 1998
Boston University 1990 - 1996
Skills
Vendor Management, SDLC, Program Management, Business Analysis, Financial Services, PMP, PMO, Project Management, Software Project..., Process Improvement, Project Portfolio..., Agile Methodologies, Product Management
Education
Boston University 1994 — 1998
Master’s Degree, Computer Science
Boston University 1990 — 1994
Bachelor’s Degree, Computer Science
University of Massachusetts Dartmouth 1982 — 1990
Bachelor’s Degree, Business Administration and Management, Human Resources Management
Jonathan Flores's BNY Mellon Experience January 2013 - Present
Job VP, Enterprise Architect at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2013 - Present
JBS International, Inc. March 2008 - December 2012
Boeing February 2006 - March 2008
Independent Consultant June 2003 - February 2006
Education
Boston College 1986 — 1990
BNY Mellon January 2013 - Present
JBS International, Inc. March 2008 - December 2012
Boeing February 2006 - March 2008
Independent Consultant June 2003 - February 2006
Education
Boston College 1986 — 1990
Robert Conron, CFA's BNY Mellon Experience 2011 - Present
Job Product Manager, Insurance at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2011 - Present
The Boston Company Asset Management, LLC 2006 - 2011
Investors Bank & Trust 1998 - 2006
John Hancock Life Insurance Company (U.S.A.) 1984 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MSF, Investments
Boston University 1980 — 1984
BA, Economics, Mathematics
BPS
BNY Mellon 2011 - Present
The Boston Company Asset Management, LLC 2006 - 2011
Investors Bank & Trust 1998 - 2006
John Hancock Life Insurance Company (U.S.A.) 1984 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MSF, Investments
Boston University 1980 — 1984
BA, Economics, Mathematics
BPS
Joe McDonagh, CFA's BNY Mellon Experience October 2012 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Eagle Investment Systems August 2002 - September 2012
Wellington Management 1995 - 2002
State Street Analytics 1993 - 1995
State Street 1993 - 1995
Skills
Equities, Fixed Income, Market Data, Mutual Funds, Trading Systems, Securities, Corporate Actions, Risk Management, Business Analysis, Derivatives, Strategy, Portfolio Management, Bloomberg, Alternative Investments, Hedge Funds, Financial Services, Investments, SDLC, Asset Managment, Financial Markets, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1996
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
Boston Latin School 1971 — 1977
BNY Mellon October 2012 - Present
Eagle Investment Systems August 2002 - September 2012
Wellington Management 1995 - 2002
State Street Analytics 1993 - 1995
State Street 1993 - 1995
Skills
Equities, Fixed Income, Market Data, Mutual Funds, Trading Systems, Securities, Corporate Actions, Risk Management, Business Analysis, Derivatives, Strategy, Portfolio Management, Bloomberg, Alternative Investments, Hedge Funds, Financial Services, Investments, SDLC, Asset Managment, Financial Markets, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1996
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
Boston Latin School 1971 — 1977
Donald Brophy's BNY Mellon Experience March 1997 - Present
Job Vice President Client Service
Industry Financial Services
Experience
BNY Mellon March 1997 - Present
Skills
Client Service, Institutional Clients, Mutual Funds, Client Services, Equities, Global Custody, Financial Services, Corporate Actions, Fixed Income, Relationship Management, Risk Management, Settlement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts
Boston Latin School 1987 — 1992
BNY Mellon March 1997 - Present
Skills
Client Service, Institutional Clients, Mutual Funds, Client Services, Equities, Global Custody, Financial Services, Corporate Actions, Fixed Income, Relationship Management, Risk Management, Settlement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts
Boston Latin School 1987 — 1992
Stephen E Donovan's BNY Mellon Experience February 2013 - Present
Job CAO, Global Collateral Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
Joe Tower's BNY Mellon Experience 2004 - 2006
Job Chief Operating Officer at Lee Munder Capital Group
Industry Investment Management
Experience
Lee Munder Capital Group January 2010 - Present
Lee Munder Capital Group 2006 - Present
BNY Mellon Wealth Management 2004 - 2006
BNY Mellon 2004 - 2006
Boston Institutional Group /Funds Distributor October 1993 - April 2001
The Boston Company 1988 - 1993
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Equities, Portfolio Management, Financial Analysis, Mutual Funds, Due Diligence, Financial Modeling, Asset Allocation, Valuation, Securities, Finance, Fund Accounting, Investment Strategies, ETFs, Asset Management, Financial Services, Investment Management, Fixed Income, Series 7, Private Equity, Wealth Management, Investment Advisory, Equity Research
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1992
MBA
Boston College 1980 — 1984
BS, Accounting
Lee Munder Capital Group January 2010 - Present
Lee Munder Capital Group 2006 - Present
BNY Mellon Wealth Management 2004 - 2006
BNY Mellon 2004 - 2006
Boston Institutional Group /Funds Distributor October 1993 - April 2001
The Boston Company 1988 - 1993
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Equities, Portfolio Management, Financial Analysis, Mutual Funds, Due Diligence, Financial Modeling, Asset Allocation, Valuation, Securities, Finance, Fund Accounting, Investment Strategies, ETFs, Asset Management, Financial Services, Investment Management, Fixed Income, Series 7, Private Equity, Wealth Management, Investment Advisory, Equity Research
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1992
MBA
Boston College 1980 — 1984
BS, Accounting
Keith Traverse's BNY Mellon Experience August 2005 - January 2008
Job Associate Vice President at FICAM
Industry Financial Services
Experience
BNY Mellon (Fixed Income and Cash Asset Management) 2008 - Present
BNY Mellon August 2005 - January 2008
Standish Mellon Asset Management August 2005 - January 2008
mellon financial September 1999 - July 2005
JET program July 1998 - July 1999
Education
Boston University 2008 — 2011
MBA, Stategic business analysis
Boston University Questrom School of Business 2008 — 2011
MBA, finance
Boston College 1994 — 1998
bachelor of arts, psychology
BNY Mellon (Fixed Income and Cash Asset Management) 2008 - Present
BNY Mellon August 2005 - January 2008
Standish Mellon Asset Management August 2005 - January 2008
mellon financial September 1999 - July 2005
JET program July 1998 - July 1999
Education
Boston University 2008 — 2011
MBA, Stategic business analysis
Boston University Questrom School of Business 2008 — 2011
MBA, finance
Boston College 1994 — 1998
bachelor of arts, psychology
Steve Cordo's BNY Mellon Experience August 2013 - May 2015
Job Senior Supervisor at BNY Mellon
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon August 2013 - May 2015
BNY Mellon August 2011 - August 2013
BNY Mellon October 2009 - July 2011
BNY Mellon March 2008 - September 2009
BNY Mellon June 2007 - February 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Fund Accounting, Mutual Funds, Derivatives, Fixed Income, Microsoft Excel, Financial Services, Equities, Hedge Funds, Valuation
Education
Boston College 2003 — 2007
Dual Concentration in Marketing and Finance
Brown Brothers Harriman May 2015 - Present
BNY Mellon August 2013 - May 2015
BNY Mellon August 2011 - August 2013
BNY Mellon October 2009 - July 2011
BNY Mellon March 2008 - September 2009
BNY Mellon June 2007 - February 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Fund Accounting, Mutual Funds, Derivatives, Fixed Income, Microsoft Excel, Financial Services, Equities, Hedge Funds, Valuation
Education
Boston College 2003 — 2007
Dual Concentration in Marketing and Finance
Joanne Jaxtimer's BNY Mellon Experience SVP and Director Public AffairsBNY Mellon Wealth Management1995 - Present
Job SVP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon SVP and Director Public AffairsBNY Mellon Wealth Management1995 - Present
BNY Mellon Corporation 1995 - Present
Families First Parenting Programs 1995 - Present
BNY Mellon 1995 - Present
BNY Mellon 1995 - Present
Education
Boston College 1971 — 1975
BNY Mellon SVP and Director Public AffairsBNY Mellon Wealth Management1995 - Present
BNY Mellon Corporation 1995 - Present
Families First Parenting Programs 1995 - Present
BNY Mellon 1995 - Present
BNY Mellon 1995 - Present
Education
Boston College 1971 — 1975
Randy LaRocco's BNY Mellon Experience 2000 - 2005
Job Global Professional Services Eagle Lead at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems May 2015 - Present
SimCorp, USA January 2014 - May 2015
Eagle Investment Systems October 2006 - December 2013
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
Skills
Fixed Income, Equities, Securities, Derivatives, Financial Services, Back Office, Trading Systems, Mutual Funds, Corporate Actions, Fund Accounting, Business Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance and Accounting
Boston College 1986 — 1990
BS, Economics
Eagle Investment Systems May 2015 - Present
SimCorp, USA January 2014 - May 2015
Eagle Investment Systems October 2006 - December 2013
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
BNY Mellon 2000 - 2005
Skills
Fixed Income, Equities, Securities, Derivatives, Financial Services, Back Office, Trading Systems, Mutual Funds, Corporate Actions, Fund Accounting, Business Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance and Accounting
Boston College 1986 — 1990
BS, Economics
Jen Begley, CBAP's BNY Mellon Experience February 2013 - August 2013
Job Senior Business Analyst (Consultant) at Global Investment Bank
Industry Financial Services
Experience
Global Investment Bank February 2015 - Present
orext Solutions, LLC March 2008 - Present
Deutsche Bank August 2013 - October 2014
BNY Mellon February 2013 - August 2013
Natixis North America October 2011 - February 2013
MF Global May 2011 - September 2011
PSEG May 2010 - June 2011
Morgan Stanley February 1996 - February 2008
AT&T June 1990 - January 1996
Skills
Business Analysis &..., Program Management, Quality Assurance, Production Support, SDLC, Business Intelligence, Business Analysis, Business Process, Strategy, Integration, Project Management, Testing, Data Warehousing, Analysis, Management, Data Analysis, Telecommunications, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, Financial Services, Finance, Business Process..., Strategic Planning, IT Strategy, Vendor Management, Risk Management
Education
Massachusetts Institute of Technology
Spectral Estimation & Information Theory
Columbia University in the City of New York
M.S.E.E., Communication Systems
Boston University
B.S.S.E., Systems Engineering
Stevens Institute of Technology
Technology Innovation
Global Investment Bank February 2015 - Present
orext Solutions, LLC March 2008 - Present
Deutsche Bank August 2013 - October 2014
BNY Mellon February 2013 - August 2013
Natixis North America October 2011 - February 2013
MF Global May 2011 - September 2011
PSEG May 2010 - June 2011
Morgan Stanley February 1996 - February 2008
AT&T June 1990 - January 1996
Skills
Business Analysis &..., Program Management, Quality Assurance, Production Support, SDLC, Business Intelligence, Business Analysis, Business Process, Strategy, Integration, Project Management, Testing, Data Warehousing, Analysis, Management, Data Analysis, Telecommunications, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, Financial Services, Finance, Business Process..., Strategic Planning, IT Strategy, Vendor Management, Risk Management
Education
Massachusetts Institute of Technology
Spectral Estimation & Information Theory
Columbia University in the City of New York
M.S.E.E., Communication Systems
Boston University
B.S.S.E., Systems Engineering
Stevens Institute of Technology
Technology Innovation
Jennifer Whelen's BNY Mellon Experience October 2012 - Present
Job Corporate Affairs Representative at BNY Mellon
Industry Public Relations and Communications
Experience
BNY Mellon October 2012 - Present
Rose Fitzgerald Kennedy Greenway Conservancy September 2011 - October 2012
Rose Fitzgerald Kennedy Greenway Conservancy March 2011 - September 2011
Rose F. Kennedy Greenway Conservancy July 2009 - March 2011
The New England Council August 2006 - June 2009
The Bank of New York Mellon October 2006 - September 2008
Skills
Blogging, Community Development, Community Outreach, Databases, Event Planning, Fundraising, Grants, Marketing Communications, Microsoft Office, Non-profits, Philanthropy, Press Releases, Project Management, Public Speaking, Research, Social Media, Strategic Communications, Strategic Planning, Volunteer Management, Microsoft Excel, Public Relations, WordPress, Facebook, Budgets, Customer Service, Data Entry, Editing, Grant Writing, Management, Event Management, Microsoft Word, PowerPoint, Program Development, Social Media Marketing, Training, Nonprofits
Education
Boston College 2006 — 2010
BS, Business Communications
Fontbonne Academy 2002 — 2006
High School Diploma
BNY Mellon October 2012 - Present
Rose Fitzgerald Kennedy Greenway Conservancy September 2011 - October 2012
Rose Fitzgerald Kennedy Greenway Conservancy March 2011 - September 2011
Rose F. Kennedy Greenway Conservancy July 2009 - March 2011
The New England Council August 2006 - June 2009
The Bank of New York Mellon October 2006 - September 2008
Skills
Blogging, Community Development, Community Outreach, Databases, Event Planning, Fundraising, Grants, Marketing Communications, Microsoft Office, Non-profits, Philanthropy, Press Releases, Project Management, Public Speaking, Research, Social Media, Strategic Communications, Strategic Planning, Volunteer Management, Microsoft Excel, Public Relations, WordPress, Facebook, Budgets, Customer Service, Data Entry, Editing, Grant Writing, Management, Event Management, Microsoft Word, PowerPoint, Program Development, Social Media Marketing, Training, Nonprofits
Education
Boston College 2006 — 2010
BS, Business Communications
Fontbonne Academy 2002 — 2006
High School Diploma
Haneffant John's BNY Mellon Experience Senior Portfolio managerBNY Mellon1996 - Present
Job First Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Senior Portfolio managerBNY Mellon1996 - Present
The Bank of New York Mellon 1996 - Present
Liberty Securities 1987 - 1993
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1994
MBA, Business
BNY Mellon Senior Portfolio managerBNY Mellon1996 - Present
The Bank of New York Mellon 1996 - Present
Liberty Securities 1987 - 1993
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1994
MBA, Business
Sophie Giontzis's BNY Mellon Experience September 2015 - Present
Job Vice President/Client Solutions Senior Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Putnam Investments August 2003 - August 2015
Putnam Investments August 2001 - July 2003
Putnam Investments October 1998 - July 2001
Putnam Investments September 1996 - September 1998
Education
Salve Regina University 1991 — 1995
Bachelor of Science (B.S.)
Boston Latin School 1985 — 1991
High School
BNY Mellon September 2015 - Present
Putnam Investments August 2003 - August 2015
Putnam Investments August 2001 - July 2003
Putnam Investments October 1998 - July 2001
Putnam Investments September 1996 - September 1998
Education
Salve Regina University 1991 — 1995
Bachelor of Science (B.S.)
Boston Latin School 1985 — 1991
High School
William Loughlin's BNY Mellon Experience July 1982 - Present
Job Business Systems Consultant at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon July 1982 - Present
The Bank of New York Mellon 1982 - Present
Mellon Analytical Solutions 2000 - 2007
Skills
Institutional..., Fixed Income, Business Analysis, SDLC, Financial Services
Education
Boston College 1970 — 1974
BNY Mellon July 1982 - Present
The Bank of New York Mellon 1982 - Present
Mellon Analytical Solutions 2000 - 2007
Skills
Institutional..., Fixed Income, Business Analysis, SDLC, Financial Services
Education
Boston College 1970 — 1974
Loughery Elizabeth's BNY Mellon Experience April 2005 - Present
Job Executive Vice President
Industry Financial Services
Experience
BNY Mellon April 2005 - Present
The Bank of New York Mellon 2005 - Present
Education
Boston College
BNY Mellon April 2005 - Present
The Bank of New York Mellon 2005 - Present
Education
Boston College
Joanna Iacovelli's BNY Mellon Experience June 2005 - March 2013
Job Senior Consultant at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting June 2014 - Present
UMass Medical School December 2013 - May 2014
BNY Mellon June 2005 - March 2013
BNY Mellon September 2003 - June 2005
BNY Mellon January 2000 - September 2003
Evergreen Mutual Funds December 1996 - December 1999
Skills
Business Analysis, Systems Analysis, SDLC, Business Requirements, User Acceptance Testing, Mutual Funds, Quality Assurance, Requirements Analysis, Requirements Gathering
Education
Boston University
Collaborative Consulting June 2014 - Present
UMass Medical School December 2013 - May 2014
BNY Mellon June 2005 - March 2013
BNY Mellon September 2003 - June 2005
BNY Mellon January 2000 - September 2003
Evergreen Mutual Funds December 1996 - December 1999
Skills
Business Analysis, Systems Analysis, SDLC, Business Requirements, User Acceptance Testing, Mutual Funds, Quality Assurance, Requirements Analysis, Requirements Gathering
Education
Boston University
Ambrose Chu's BNY Mellon Experience December 2014 - Present
Job
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon January 2013 - December 2014
BNY Mellon June 2012 - January 2013
Brown Brothers Harriman March 2012 - May 2012
Pioneer Investments December 2011 - March 2012
MetLife October 2011 - March 2012
State Street March 2010 - December 2010
State Street October 2008 - March 2010
Westin Hotels May 2008 - October 2008
Boston University June 2006 - May 2008
Education
Harvard University 2014 — 2017
Master’s Degree
Boston University 2004 — 2008
Bachelor's Degree
BNY Mellon December 2014 - Present
BNY Mellon January 2013 - December 2014
BNY Mellon June 2012 - January 2013
Brown Brothers Harriman March 2012 - May 2012
Pioneer Investments December 2011 - March 2012
MetLife October 2011 - March 2012
State Street March 2010 - December 2010
State Street October 2008 - March 2010
Westin Hotels May 2008 - October 2008
Boston University June 2006 - May 2008
Education
Harvard University 2014 — 2017
Master’s Degree
Boston University 2004 — 2008
Bachelor's Degree
Matt Semprucci's BNY Mellon Experience January 2014 - Present
Job Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
BNY Mellon November 2011 - December 2013
State Street September 2005 - November 2011
Gallery Automotive Group 2001 - 2005
Skills
Equities, Accounting, Mutual Funds, Bloomberg, Fixed Income, Microsoft Excel, Financial Services, Financial Modeling, Financial Analysis, Management, Risk Management, Risk Analysis, Fund Accounting, Securities, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master’s Degree, Finance
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
BNY Mellon January 2014 - Present
BNY Mellon November 2011 - December 2013
State Street September 2005 - November 2011
Gallery Automotive Group 2001 - 2005
Skills
Equities, Accounting, Mutual Funds, Bloomberg, Fixed Income, Microsoft Excel, Financial Services, Financial Modeling, Financial Analysis, Management, Risk Management, Risk Analysis, Fund Accounting, Securities, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master’s Degree, Finance
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Vinod Kewalramani's BNY Mellon Experience February 2013 - Present
Job Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
Broadridge Financial Solutions January 2008 - January 2013
YBP Library Services January 2006 - January 2008
Kenexa January 2000 - November 2005
Syntel August 1997 - August 1999
Skills
SDLC, ASP.NET, Web Services, C#, SQL, .NET, Software Development, Requirements Analysis, Visual Basic, Oracle, JavaScript, SOA, Agile Methodologies, Agile Project Management, AJAX
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
MBA
Thadomal Shahani Engineering College, Mumbai 1993 — 1997
Bachelors, Computers
St theresas High School
BNY Mellon February 2013 - Present
Broadridge Financial Solutions January 2008 - January 2013
YBP Library Services January 2006 - January 2008
Kenexa January 2000 - November 2005
Syntel August 1997 - August 1999
Skills
SDLC, ASP.NET, Web Services, C#, SQL, .NET, Software Development, Requirements Analysis, Visual Basic, Oracle, JavaScript, SOA, Agile Methodologies, Agile Project Management, AJAX
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
MBA
Thadomal Shahani Engineering College, Mumbai 1993 — 1997
Bachelors, Computers
St theresas High School
Gregory Lentini's BNY Mellon Experience August 2014 - Present
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
J.P. Morgan August 2010 - August 2014
Gregory James & Associates, LLC June 2004 - August 2010
Kaupthing Bank 2000 - 2004
Morgan Stanley 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Real Estate
Boston College 1990 — 1994
BS, Finance
BNY Mellon August 2014 - Present
J.P. Morgan August 2010 - August 2014
Gregory James & Associates, LLC June 2004 - August 2010
Kaupthing Bank 2000 - 2004
Morgan Stanley 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Real Estate
Boston College 1990 — 1994
BS, Finance
Mary Lomasney's BNY Mellon Experience March 2005 - Present
Job Asset Managment Sector Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
Edward Bembery's BNY Mellon Experience 2005 - 2009
Job Instructional Design, Delivery, OD, and HR professional who helps internal and external clients improve performance.
Industry Professional Training & Coaching
Experience
CVS Caremark 2011 - 2012
BNY Mellon 2005 - 2009
Edward Bembery Contracting 2003 - 2005
Raytheon 1998 - 2003
Skills
Training, Captivate, Coaching, E-Learning, Instructional Design, Employee Training, Program Management, Workshop Facilitation, Personnel Management, Human Resources, Project Management, Time Management, Teaching, Organizational..., Team Building, Staff Development, Leadership Development
Education
Boston University
Suffolk University
CVS Caremark 2011 - 2012
BNY Mellon 2005 - 2009
Edward Bembery Contracting 2003 - 2005
Raytheon 1998 - 2003
Skills
Training, Captivate, Coaching, E-Learning, Instructional Design, Employee Training, Program Management, Workshop Facilitation, Personnel Management, Human Resources, Project Management, Time Management, Teaching, Organizational..., Team Building, Staff Development, Leadership Development
Education
Boston University
Suffolk University
Jim Duchak's BNY Mellon Experience 1987 - 2009
Job Partner at PPM Consulting Services
Industry Financial Services
Experience
PPM Consulting Services March 2009 - Present
PPM Consulting Services March 2009 - Present
Mellon Dreyfus 1987 - 2009
BNY Mellon 1987 - 2009
Dreyfus 1994 - 2008
Education
Boston College 1973 — 1974
Masters., Education Administration
University of Montana 1970 — 1972
Business
PPM Consulting Services March 2009 - Present
PPM Consulting Services March 2009 - Present
Mellon Dreyfus 1987 - 2009
BNY Mellon 1987 - 2009
Dreyfus 1994 - 2008
Education
Boston College 1973 — 1974
Masters., Education Administration
University of Montana 1970 — 1972
Business
Namrata Mundhra's BNY Mellon Experience 2003 - 2005
Job HR Consultant
Industry Human Resources
Experience
Gutenberg Communications July 2011 - July 2014
Tata Global Beverages Ltd. October 2009 - December 2010
Buck Consultants April 2003 - July 2007
BNY Mellon 2003 - 2005
Buck Consultants December 2000 - April 2003
Boston Scientific June 1999 - December 2000
Skills
HRIS, Talent Management, Outsourcing, Change Management, Management Consulting, Strategy, Human Resources, Personnel Management, Leadership Development, Consulting, Business Development, HR Consulting, Management
Education
Purdue University - Krannert School of Management 1997 — 1999
MSHRM, Human Resources, GPA: 3.8/4.0
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Organizational Behavior, GPA: 3.79/4.0
Sydenham College of Commerce & Economics 1990 — 1994
Bachelor of Commerce, Accounting/ Economics, First class
Gutenberg Communications July 2011 - July 2014
Tata Global Beverages Ltd. October 2009 - December 2010
Buck Consultants April 2003 - July 2007
BNY Mellon 2003 - 2005
Buck Consultants December 2000 - April 2003
Boston Scientific June 1999 - December 2000
Skills
HRIS, Talent Management, Outsourcing, Change Management, Management Consulting, Strategy, Human Resources, Personnel Management, Leadership Development, Consulting, Business Development, HR Consulting, Management
Education
Purdue University - Krannert School of Management 1997 — 1999
MSHRM, Human Resources, GPA: 3.8/4.0
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Organizational Behavior, GPA: 3.79/4.0
Sydenham College of Commerce & Economics 1990 — 1994
Bachelor of Commerce, Accounting/ Economics, First class
Patty Fisher's BNY Mellon Experience September 2013 - Present
Job Managing Director, Head of AST Eagle Application Development at BNY Mellon
Industry Computer Software
Experience
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
Catharine McFarlane's BNY Mellon Experience April 2006 - January 2010
Job Director Talent Management at FOJP Service Corporation
Industry Financial Services
Experience
FOJP Service Corporation September 2014 - Present
FOJP Service Corporation August 2012 - September 2014
Stratagem Consulting, LLC February 2010 - August 2012
BNY Mellon April 2006 - January 2010
JP Morgan Chase January 1999 - June 2005
JP MORGAN CHASE & CO January 2000 - January 2002
JPMorgan Chase & Co. January 1989 - January 2000
Salomon Brothers January 1985 - January 1989
Skills
Coaching, Performance Management, Talent Management, Training, Employee Engagement, Leadership, Instructional Design, Program Management, Human Resources, Project Management, Staff Development, Consulting, E-Learning, Onboarding, Organizational..., Leadership Development, Employee Training, Strategy, Organizational..., Training Delivery, Workshop Facilitation, Change Management, Succession Planning, Career Development, Management, Team Building, Employee Relations, Mentoring, Talent Acquisition, Personnel Management
Education
Boston University
BFA, Fine Arts
University of Phoenix
MBA, Global Business
Choate Rosemary Hall
HS
FOJP Service Corporation September 2014 - Present
FOJP Service Corporation August 2012 - September 2014
Stratagem Consulting, LLC February 2010 - August 2012
BNY Mellon April 2006 - January 2010
JP Morgan Chase January 1999 - June 2005
JP MORGAN CHASE & CO January 2000 - January 2002
JPMorgan Chase & Co. January 1989 - January 2000
Salomon Brothers January 1985 - January 1989
Skills
Coaching, Performance Management, Talent Management, Training, Employee Engagement, Leadership, Instructional Design, Program Management, Human Resources, Project Management, Staff Development, Consulting, E-Learning, Onboarding, Organizational..., Leadership Development, Employee Training, Strategy, Organizational..., Training Delivery, Workshop Facilitation, Change Management, Succession Planning, Career Development, Management, Team Building, Employee Relations, Mentoring, Talent Acquisition, Personnel Management
Education
Boston University
BFA, Fine Arts
University of Phoenix
MBA, Global Business
Choate Rosemary Hall
HS
Joe Miller, CFA's BNY Mellon Experience June 2006 - June 2011
Job The Investment Fund for Foundations
Industry Financial Services
Experience
The Investment Fund for Foundations August 2011 - Present
BNY Mellon June 2006 - June 2011
MetLife November 2004 - May 2006
Liberty Mutual Group July 2003 - October 2004
Skills
Financial Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Asset Management, Private Equity, Mutual Funds, Strategic Financial..., Investment Strategies, Valuation, Hedge Funds, Investments, Finance, Capital Markets, Fixed Income, Equities, Management
Education
London Business School 2010 — 2011
Master's degree, Finance
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance
The Investment Fund for Foundations August 2011 - Present
BNY Mellon June 2006 - June 2011
MetLife November 2004 - May 2006
Liberty Mutual Group July 2003 - October 2004
Skills
Financial Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Asset Management, Private Equity, Mutual Funds, Strategic Financial..., Investment Strategies, Valuation, Hedge Funds, Investments, Finance, Capital Markets, Fixed Income, Equities, Management
Education
London Business School 2010 — 2011
Master's degree, Finance
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance
Peter Skeffington's BNY Mellon Experience August 2012 - July 2013
Job Student at Boston College Law School
Industry Legal Services
Experience
EY June 2015 - August 2015
Boston Municipal Court September 2014 - December 2014
Boston College Law School May 2014 - September 2014
Massachusetts Superior Court May 2014 - August 2014
BNY Mellon August 2012 - July 2013
Sentry Salvage July 2011 - August 2012
Canter Law Firm July 2011 - August 2011
Boston College September 2010 - April 2011
Skills
Photoshop, Microsoft Office, Social Media, InDesign, Analysis, Microsoft Excel, Management, Accounting, PowerPoint, Microsoft Word, Outlook, Research, Customer Service, Invoicing, HTML, Public Speaking
Education
Boston College Law School 2013 — 2016
Doctor of Law (J.D.), Law
Boston College 2007 — 2011
Bachelor of Science (BS), Business, Concentration in Economics, Minor in Mathematics
EY June 2015 - August 2015
Boston Municipal Court September 2014 - December 2014
Boston College Law School May 2014 - September 2014
Massachusetts Superior Court May 2014 - August 2014
BNY Mellon August 2012 - July 2013
Sentry Salvage July 2011 - August 2012
Canter Law Firm July 2011 - August 2011
Boston College September 2010 - April 2011
Skills
Photoshop, Microsoft Office, Social Media, InDesign, Analysis, Microsoft Excel, Management, Accounting, PowerPoint, Microsoft Word, Outlook, Research, Customer Service, Invoicing, HTML, Public Speaking
Education
Boston College Law School 2013 — 2016
Doctor of Law (J.D.), Law
Boston College 2007 — 2011
Bachelor of Science (BS), Business, Concentration in Economics, Minor in Mathematics
Marie McNeilly's BNY Mellon Experience November 2013 - Present
Job Bank of New York Mellon
Industry Banking
Experience
BNY Mellon November 2013 - Present
Bank of America July 2011 - September 2013
Talbots July 2009 - July 2011
Norfolk Public Schools September 2001 - June 2007
The Boston Company Advisors/TSSG/Mellon Bank July 1991 - June 2001
Skills
Retail, Retail Sales, Fashion, Customer Service, Apparel, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Leadership, Microsoft Word, Time Management, Facebook, Sales, Data Entry, Research, Public Speaking
Education
Boston College
Bachelor of Arts (BA), Communications
BNY Mellon November 2013 - Present
Bank of America July 2011 - September 2013
Talbots July 2009 - July 2011
Norfolk Public Schools September 2001 - June 2007
The Boston Company Advisors/TSSG/Mellon Bank July 1991 - June 2001
Skills
Retail, Retail Sales, Fashion, Customer Service, Apparel, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Leadership, Microsoft Word, Time Management, Facebook, Sales, Data Entry, Research, Public Speaking
Education
Boston College
Bachelor of Arts (BA), Communications
Jessie Liu's BNY Mellon Experience March 2015 - Present
Job VP, Risk Manager for N.A. Asset Management at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2015 - Present
Skills
Risk Management, Securities, Bloomberg, Financial Analysis, Account Reconciliation, Financial Reporting, Access, Mutual Funds, Fund Administration, Financial Services, Investments, Business Objects, SharePoint, Equities, Credit Risk, Financial Markets, Banking, Enterprise Risk..., Financial Risk
Education
University of California, Berkeley 2006 — 2007
Boston University 2001 — 2005
BA
Boston Latin School 1997 — 2001
BNY Mellon March 2015 - Present
Skills
Risk Management, Securities, Bloomberg, Financial Analysis, Account Reconciliation, Financial Reporting, Access, Mutual Funds, Fund Administration, Financial Services, Investments, Business Objects, SharePoint, Equities, Credit Risk, Financial Markets, Banking, Enterprise Risk..., Financial Risk
Education
University of California, Berkeley 2006 — 2007
Boston University 2001 — 2005
BA
Boston Latin School 1997 — 2001
Jane Goodman's BNY Mellon Experience 2008 - 2009
Job Contract Accounting & Billing at Engility (formerly TASC)
Industry Accounting
Experience
TASC, Inc. November 2014 - Present
EMSolutions, Inc July 2013 - July 2014
State Street Bank February 2011 - July 2012
BNY Mellon 2008 - 2009
Skills
Financial Services, Analysis, Microsoft Excel, Accounting, Mutual Funds, Recruiting, Bloomberg, Account Reconciliation, Equities, Corporate Actions, Investments, Trading, Securities, Derivatives, Bonds, Leadership, Research, Microsoft Office
Education
The George Washington University 2012 — 2014
Master of Arts (MA), International Relations and Affairs
Boston College 2006 — 2010
Bachelor of Arts (BA), Major 1: Economics; Major 2: French
Deree College 2009 — 2009
The American College of Greece
The Governor's Academy 2002 — 2006
TASC, Inc. November 2014 - Present
EMSolutions, Inc July 2013 - July 2014
State Street Bank February 2011 - July 2012
BNY Mellon 2008 - 2009
Skills
Financial Services, Analysis, Microsoft Excel, Accounting, Mutual Funds, Recruiting, Bloomberg, Account Reconciliation, Equities, Corporate Actions, Investments, Trading, Securities, Derivatives, Bonds, Leadership, Research, Microsoft Office
Education
The George Washington University 2012 — 2014
Master of Arts (MA), International Relations and Affairs
Boston College 2006 — 2010
Bachelor of Arts (BA), Major 1: Economics; Major 2: French
Deree College 2009 — 2009
The American College of Greece
The Governor's Academy 2002 — 2006
Kelyn Sas-Rodriguez's BNY Mellon Experience August 2014 - Present
Job FX and Derivatives Relationship Management and Credit Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon April 2012 - July 2014
Bank of New York Mellon December 2010 - April 2012
Institute for Technology Entrepreneurship and Commercialization June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Wealth Management, Finance, Investor Relations, Hedge Funds, Equities, Financial Analysis, Fixed Income, Bloomberg, Securities, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
Bachelor of Arts, International Relations; Business Administration and Management
BNY Mellon August 2014 - Present
BNY Mellon April 2012 - July 2014
Bank of New York Mellon December 2010 - April 2012
Institute for Technology Entrepreneurship and Commercialization June 2010 - August 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Wealth Management, Finance, Investor Relations, Hedge Funds, Equities, Financial Analysis, Fixed Income, Bloomberg, Securities, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
Bachelor of Arts, International Relations; Business Administration and Management
Connor Corrigan's BNY Mellon Experience September 2012 - February 2013
Job CMBS & Real Estate Finance
Industry Real Estate
Experience
Citi February 2013 - Present
BNY Mellon September 2012 - February 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
CB Richard Ellis June 2010 - August 2010
Skills
Real Estate Economics, Commercial Lending, Loans, Financial Risk, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Asset Allocation
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Citi February 2013 - Present
BNY Mellon September 2012 - February 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
CB Richard Ellis June 2010 - August 2010
Skills
Real Estate Economics, Commercial Lending, Loans, Financial Risk, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Asset Allocation
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Ross Harrington's BNY Mellon Experience December 2011 - September 2014
Job Audit Associate at Baker Newman Noyes
Industry Investment Management
Experience
Baker Newman Noyes September 2015 - Present
BNY Mellon December 2011 - September 2014
Bridgewater Associates July 2011 - December 2011
Skills
Risk Management, Business Analysis, Back Office, SQL, Microsoft Excel, SDLC, Financial Services, Analysis, Microsoft Office, Fixed Income, Equities, Derivatives, Trading Systems, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
MSA Candidate
University of Rhode Island - URI College of Business Administration 2007 — 2011
Business, Accounting
Baker Newman Noyes September 2015 - Present
BNY Mellon December 2011 - September 2014
Bridgewater Associates July 2011 - December 2011
Skills
Risk Management, Business Analysis, Back Office, SQL, Microsoft Excel, SDLC, Financial Services, Analysis, Microsoft Office, Fixed Income, Equities, Derivatives, Trading Systems, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
MSA Candidate
University of Rhode Island - URI College of Business Administration 2007 — 2011
Business, Accounting
Thy Nguyen Tran's BNY Mellon Experience January 1999 - June 2005
Job Business System Analyst at IHRDC
Industry Financial Services
Experience
IHRDC May 2013 - Present
Brown Brothers Harriman May 2011 - January 2013
ING October 2005 - May 2011
BNY Mellon January 1999 - June 2005
Fidelity Investments July 1997 - January 1999
Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Functional..., Microsoft Excel, Eagle PACE, SQL, Oracle, OMNI
Education
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Political Sciences
UMass Boston 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
IHRDC May 2013 - Present
Brown Brothers Harriman May 2011 - January 2013
ING October 2005 - May 2011
BNY Mellon January 1999 - June 2005
Fidelity Investments July 1997 - January 1999
Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Functional..., Microsoft Excel, Eagle PACE, SQL, Oracle, OMNI
Education
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Political Sciences
UMass Boston 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tim Tully, Jr.'s BNY Mellon Experience November 2010 - Present
Job President, US MarketsEast at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
BNY Mellon August 2005 - September 2010
BNY Mellon August 2002 - August 2005
Skills
Financial Services, Investment Management, Private Banking, Wealth Management, Asset Management, Personal Finance, Wealth Management..., Investments, Management, Tax, Mutual Funds, Alternative Investments
Education
Boston College 1982 — 1986
B.S., Finance and General Management
BNY Mellon November 2010 - Present
BNY Mellon August 2005 - September 2010
BNY Mellon August 2002 - August 2005
Skills
Financial Services, Investment Management, Private Banking, Wealth Management, Asset Management, Personal Finance, Wealth Management..., Investments, Management, Tax, Mutual Funds, Alternative Investments
Education
Boston College 1982 — 1986
B.S., Finance and General Management
Caroline Kates's BNY Mellon Experience August 2007 - Present
Job
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
JPMorgan Chase January 1998 - September 2006
Fidelity Investments February 1993 - September 1998
The Boston Company February 1988 - February 1993
Education
Boston College
BS, Economics
Simmons College - Simmons School of Management
MBA
BNY Mellon August 2007 - Present
JPMorgan Chase January 1998 - September 2006
Fidelity Investments February 1993 - September 1998
The Boston Company February 1988 - February 1993
Education
Boston College
BS, Economics
Simmons College - Simmons School of Management
MBA
Gregory Mastrangelo's BNY Mellon Experience June 2014 - Present
Job Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
BNY Mellon 2010 - Present
Costco Wholesale 2002 - 2010
Skills
Management, Fund Accounting, Merchandise Planning, Point of Purchase, Organization, Customer Service, Analysis, Financial Reporting, Sales, Inventory Management, Account Management
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Marketing
Boston College 2002 — 2007
Bachelors, Business
BNY Mellon June 2014 - Present
BNY Mellon 2010 - Present
Costco Wholesale 2002 - 2010
Skills
Management, Fund Accounting, Merchandise Planning, Point of Purchase, Organization, Customer Service, Analysis, Financial Reporting, Sales, Inventory Management, Account Management
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Marketing
Boston College 2002 — 2007
Bachelors, Business
Tyler Cosmer's BNY Mellon Experience July 2012 - October 2013
Job Student at Boston College
Industry Financial Services
Experience
BNY Mellon July 2012 - October 2013
Education
Boston College 2008 — 2012
BNY Mellon July 2012 - October 2013
Education
Boston College 2008 — 2012
John M. Chambers, CFA's BNY Mellon Experience 2004 - Present
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2004 - Present
BlackRock 2000 - 2003
Schroders 1996 - 2000
Skills
Equity Research, Equities, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investments, Equity Valuation, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Private Equity, Hedge Funds, Investment Banking, Performance Attribution, Investment Management, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Due Diligence, Series 7, Bonds, Fixed Income
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Boston College
Bachelor's degree, Computer Science and Economics
BNY Mellon 2004 - Present
BlackRock 2000 - 2003
Schroders 1996 - 2000
Skills
Equity Research, Equities, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investments, Equity Valuation, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Private Equity, Hedge Funds, Investment Banking, Performance Attribution, Investment Management, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Due Diligence, Series 7, Bonds, Fixed Income
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Boston College
Bachelor's degree, Computer Science and Economics
Lisa McDonough's BNY Mellon Experience June 2008 - June 2012
Job Charitable Contributions and Sponsorships at Shire
Industry Education Management
Experience
Shire July 2015 - Present
Harvard University August 2013 - Present
Cubist 2014 - 2015
LMM Communications Consulting Services July 2012 - August 2013
BNY Mellon June 2008 - June 2012
Skills
Editing, Equities, Investments, Mutual Funds, Public Speaking, Community Outreach, Research, Management, Writing, Fundraising, Strategic Planning
Education
Boston College
BA, English and Literature/Letters, Honors Program, magna cum laude
Harvard Extension School
Simmons College
Master of Library & Information Science (M.L.I.S.)
University of Nijmegen
Shire July 2015 - Present
Harvard University August 2013 - Present
Cubist 2014 - 2015
LMM Communications Consulting Services July 2012 - August 2013
BNY Mellon June 2008 - June 2012
Skills
Editing, Equities, Investments, Mutual Funds, Public Speaking, Community Outreach, Research, Management, Writing, Fundraising, Strategic Planning
Education
Boston College
BA, English and Literature/Letters, Honors Program, magna cum laude
Harvard Extension School
Simmons College
Master of Library & Information Science (M.L.I.S.)
University of Nijmegen
vincent quealy's BNY Mellon Experience July 2010 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
Skills
Financial Services, Investments, Relationship Management, Equities, Mutual Funds, Management, Series 7, Investment Management, Portfolio Management, Fixed Income, Securities, Strategic Planning, Risk Management, Asset Management, Financial Analysis, Credit
Education
Boston College 1971 — 1975
Bachelor of Science (BS), Marketing
BNY Mellon July 2010 - Present
Skills
Financial Services, Investments, Relationship Management, Equities, Mutual Funds, Management, Series 7, Investment Management, Portfolio Management, Fixed Income, Securities, Strategic Planning, Risk Management, Asset Management, Financial Analysis, Credit
Education
Boston College 1971 — 1975
Bachelor of Science (BS), Marketing
Edward Chomicki's BNY Mellon Experience
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Investment Banking, Banking, Financial Services, Financial Modeling, Series 7, Valuation, Financial Analysis, Wealth Management, Risk Management, Credit, Asset Allocation, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1977 — 1982
Bachelor of Arts (B.A.), Economics
BNY Mellon
Skills
Investment Banking, Banking, Financial Services, Financial Modeling, Series 7, Valuation, Financial Analysis, Wealth Management, Risk Management, Credit, Asset Allocation, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1977 — 1982
Bachelor of Arts (B.A.), Economics
Andrew Zelter's BNY Mellon Experience 1992 - 2013
Job Managing Director at Markit
Industry Financial Services
Experience
Markit March 2014 - Present
BNY Mellon 1992 - 2013
Citicorp 1989 - 1992
Citicorp 1986 - 1989
Skills
Sales Management, International Sales, Talent Management, Major Accounts, Strategic Planning, Revenue & Profit Growth, P&L Responsibility, C-Suite Selling, Global Acumen, Capital Markets, P&L Management, Asset Management, Finance, Financial Services, Securities, Strategy, Portfolio Management, Management, Equities, Fixed Income, Hedge Funds, Investments
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance, General
mcquaid
Markit March 2014 - Present
BNY Mellon 1992 - 2013
Citicorp 1989 - 1992
Citicorp 1986 - 1989
Skills
Sales Management, International Sales, Talent Management, Major Accounts, Strategic Planning, Revenue & Profit Growth, P&L Responsibility, C-Suite Selling, Global Acumen, Capital Markets, P&L Management, Asset Management, Finance, Financial Services, Securities, Strategy, Portfolio Management, Management, Equities, Fixed Income, Hedge Funds, Investments
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance, General
mcquaid
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon