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,
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BNY Mellon Employees
BNY Mellon January 2007 - November 2011
Mellon Financial February 2001 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpiont, SQL, QMF, QuickBooks, Visio, Customer Service, Business Analysis, Process Improvement, Analysis, System Administration, Access, SharePoint, Technical Support, Software Documentation, Lotus Notes, PeopleSoft, Data Analysis
Education
Boston University 2000 — 2001
BNY Mellon March 2004 - Present
State Street Bank 1995 - 2004
FDIC 1991 - 1996
Skills
Securities, Corporate Law, Capital Markets, Corporate Governance, Derivatives, Hedge Funds, Due Diligence, Banking, Bankruptcy, Mergers & Acquisitions, Financial Services, Fixed Income, Equities
Education
Boston University
llm, Banking and securities law, number 2 in class
Colgate University
B.A., International Relations and French with honors
Southern Methodist University
JD, Commercial and International Law
BNY Mellon 2010 - Present
PNC Global Investment Servicing 2000 - 2010
First Data Corporation 1995 - 2000
American Express Information Services Co 1994 - 1995
The Shareholder Services Group 1987 - 1993
GTE 1983 - 1987
Education
University of Massachusetts at Lowell 1979 — 1983
BS, Information Systems
Boston University
Master of Science, Information Systems
Mark Bruce International January 2002 - Present
BNY Mellon 1998 - 2001
Willkie Farr & Gallagher LLP 1996 - 1999
Edwards Angell Palmer & Dodge LLP 1994 - 1996
New York State Urban Development Corporation 1990 - 1994
Golenbock & Barell 1989 - 1990
Skills
Cyberlaw, Commercial Litigation, Securities Regulation, Corporate Law, Legal Research, Litigation, Joint Ventures, Intellectual Property, Corporate Governance, Trademark Infringement, Arbitration, Privacy Law, Trade Secrets
Education
Maurice A. Deane School of Law at Hofstra University
Doctor of Law (JD)
Boston University
Bachelor of Arts (B.A.)
Harrison Road
Maurice A. Deane School of Law at Hofstra University
JD, Law
Thornton Hall
Course Hero, Inc. March 2015 - July 2015
Preston Todd Advisors September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Price Chopper Supermarkets August 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Social Networking, Hebrew, Networking, Time Management, Teamwork, Communication Skills, Social Media, Data Entry, Customer Service, Telephone Skills, Windows, Finance, Research, Public Speaking, Team Management, Financial Analysis, Facebook, New Business Development, Business Strategy
Education
Boston University 2011 — 2015
Bachelor's degree, Accounting and Finance
First Manhattan Consulting Group July 2014 - Present
BNY Mellon June 2012 - June 2014
ArtCereal October 2011 - January 2012
BNY Mellon June 2011 - August 2011
American Airlines September 2010 - January 2011
BNY Mellon June 2010 - August 2010
JP Morgan November 2009 - June 2010
Industrial Securities Co., Ltd. July 2009 - August 2009
Addteq LLC May 2009 - July 2009
Glassworks Studio Inc May 2009 - July 2009
Skills
Strategy, Marketing, Project Management, Data Analysis, Microsoft Excel, Financial Analysis, Social Media, Market Research, Entrepreneurship, Business Development, Marketing Strategy, Integrated Marketing...
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration; Dual Concentration in Finance and Marketing
Bridgewater Raritan High School 2004 — 2008
DTCC 2006 - 2013
DTCC January 2004 - December 2005
Omgeo January 2002 - December 2003
Omgeo May 2001 - December 2001
The Depository Trust Company (DTC) August 1987 - April 2001
BNY Mellon 1986 - 1987
Skills
Product Management, Business Analysis, Portfolio Management, Relationship Management, Financial Services, Equities, Fixed Income, Capital Markets, Project Management, Risk Management, Middle Office, Business Development, Product Development, Institutional Trade..., Product Innovation, Sales Management, Public Speaking, FX Transaction..., Change Management, Straight Through..., Stage-Gate, Vendor Relationships, Reference Data, Business Requirements, Cross-functional Team...
Education
Fordham University 1985 — 1986
Master of Business Administration (M.B.A.), Management and Marketing
Boston University 1981 — 1985
Bachelor of Science in Business Administration, Finance
Moses Brown School 1977 — 1981
Emtec Inc. November 2006 - Present
Institute of International Education July 2013 - January 2014
Reunion Resort May 2013 - June 2013
ITI July 2012 - March 2013
BNY Mellon June 2006 - November 2006
Geraldine R. Dodge Foundation September 2005 - June 2006
Skills
Help Desk Support, Software Installation, Computer Hardware, Computer Repair, Project Coordination, IP Phones, Blackberry, iPhone Support, Customer Service, Windows XP Pro, Windows Vista, Windows 7, Windows Server, IBM AS/400, Active Directory, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Access, Microsoft Publisher, SCCM, SMS, Lotus Notes, Quickplace, Remedy Ticketing System, Autotask, Wireless Networking, Printer Drivers, Laser Printers, POS, POS imaging and support, LAN Switching, Backup & Restore, PC upgrades, PC deployments, Process Improvement, Software Documentation, Operating Systems, AS400 Administration, BMC Remedy, System Administration, Office 365, Printers, Hardware, Windows XP
Education
Boston University 2006 — 2008
N/A, Network Security
College of St Elizabeth 2002 — 2006
Bachelor of Science (B.S.), Business/ Computer Information Systems
Illumina June 2015 — Present
Synchronoss Technologies January 2014 — July 2015
Autodesk October 2013 — December 2013
Institute of Global Work, Boston University September 2011 — October 2013
BNY Mellon February 2011 — August 2011
Greentree Building Energy November 2009 — March 2011
Cognizant Technology Solutions March 2010 — February 2011
Reflexis Systems February 2007 — October 2009
Infosys July 2005 — February 2007
Y.P.Gupta Associates January 2005 — September 2005
Skills
MBA, Operations and..., Management Consulting, Project Management, Architecture, Energy, Business Analysis, Program Management, Data Analysis, SQL, Analytics, Product Management, Java, Product Development, Financial Modeling, IT Strategy, Software Project..., Business Strategy, Cross-functional Team..., MySQL, Requirements Analysis, Six Sigma, Technology, Entrepreneurship, Market Research, R Tableau TIBCO..., Business Intelligence, Leadership, Start-ups, Scrum, Team Leadership, Team Management, Oracle, Consulting, Microsoft SQL Server, Management, Agile Methodologies, Architectures, Enterprise Software, Software Design, Agile Project Management, SDLC, Python, Requirements Gathering, Business Process..., Cloud Computing, Software Development, Strategy, Integration, Databases
Education
Boston University Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Operation Technology & Management, Strategy, Finance
Boston University Graduate School of Management 2011 — 2013
Master of Science (MS), Management Information Systems, General
Indian Institute of Technology, Roorkee 2000 — 2004
B.Architecture, Architecture & Planning, Rank-1
PNC August 2014 - Present
BNY Mellon September 2013 - August 2014
Northrop Grumman Corporation February 2013 - August 2013
Rome Research Corp October 2010 - February 2013
US Army April 2004 - April 2010
Skills
Computer Security, Information Security, Information Assurance, Satellite Command &..., Information Technology, Microsoft Servers, Red Hat Linux, Solaris, Unix, eEye Retina, HBSS, DIACAP, Vulnerability Assessment, Vulnerability Scanning, Penetration Testing, Compliance, Active Directory, Security, Troubleshooting
Education
Colorado State University 2014 — 2015
Bachelor's degree, Information Technology - Cyber Security
Boston University
Master's of Science in Computer Information Systems, Cyber Security
BNY Mellon June 2015 - Present
BNY Mellon June 2014 - August 2014
AMResorts June 2013 - August 2013
Philadelphia Housing Authority May 2013 - August 2013
Metropolitan Area Neighborhood Nutrition Alliance May 2012 - August 2012
Skills
PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Fundraising, Event Management, Hotel Booking, Time Management, Public Relations, Government Accounting, Hospitality, Revenue Analysis, Accounting, Tourism, Outlook, Budgets, Forecasting, Financial Analysis, Data Entry, Nonprofits, Lotus Notes, Non-profits, Accounts Receivable, Accounts Payable, Real Estate, Investment Servicing, Asset Servicing, Clearing Houses, Banking, Custody Banking, Teamwork
Education
Boston University - School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing
Boston University
BNY Mellon May 2015 - Present
U.S. Department of the Treasury October 2014 - April 2015
U.S. Department of the Treasury June 2013 - October 2014
U.S. Department of Treasury August 2012 - June 2013
United States Marine Corps April 2010 - September 2010
United States Marine Corps July 2009 - February 2010
United States Marine Corps March 2008 - June 2009
Wilson Sonsini Goodrich and Rosati August 2005 - December 2006
White & Case August 2002 - July 2005
Skills
Government, Policy Analysis, Public Policy, Security Clearance, Policy, International Relations, Military, Military Experience, Public Speaking, Legal Research, Leadership, Afghanistan, Strategy
Education
Harvard University, John F. Kennedy School of Government 2011 — 2013
New York University School of Law 1999 — 2002
J.D.
Boston University 1995 — 1999
BA, Political Science, Environmental Science
BNY Mellon January 2012 - Present
Illinois Community College Board 2011 - Present
Illinois Board of Higher Education 2011 - Present
Illinois State Treasurer's Office January 2007 - January 2011
Panionios B.C. 1998 - 1999
Skills
Wealth Management, Strategy, Business Development, Public Policy, Policy Analysis, Strategic Planning, Government, Policy, Due Diligence, Financial Analysis, Wealth Management..., Non-profits, Public Speaking, Banking, Fundraising, Corporate Governance, Analysis, Mergers, Politics, Business Strategy, Leadership, Mergers & Acquisitions, Nonprofits, Investment Management, Program Management, Estate Planning
Education
Tulane University Law School 1999 — 2002
Juris Doctor, Law
Boston University 1994 — 1998
Bachelor of Arts, Economics
State Street August 2007 - July 2015
BNY Mellon January 1999 - August 2007
Skills
Bloomberg, Equities, Mutual Funds, Bloomberg Terminal, Fixed Income, Hedge Funds, Investments, Securities, Derivatives, Asset Management, Portfolio Management, Financial Modeling, Alternative Investments, IT Benchmarking, Performance Benchmarking, Financial Audits, Life and Health..., Financial Services, Financial Analysis
Education
Boston University 2001 — 2005
Master's Degree, International Business/Trade/Commerce, 3.70
Boston University 2000 — 2005
Masters In science, International Business
Suffolk University 1995 — 1998
International Business
Boston University Geddes Language Lab September 2013 - Present
Boston University September 2012 - Present
Boston University June 2014 - August 2014
BNY Mellon July 2012 - August 2012
West On Centre March 2012 - June 2012
Boston Public Library September 2010 - May 2011
Sears Holdings Corporation June 2010 - March 2011
Skills
Microsoft Word, Typing, Mentoring, Tutoring, Cooking, Creative Writing, Customer Service, Cashiering, General Office Work, Outlook, Research, Microsoft Office, Telephone Skills, Facebook, Teamwork, PowerPoint, Social Networking
Education
Boston University 2012 — 2016
Bachelor's Degree, Psychology, Sociology, Freshman
Boston Latin Academy 2009 — 2012
High School Diploma
TIAA-CREF September 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
PAREXEL February 2011 - June 2011
Merrill Lynch May 2010 - February 2011
Raytheon July 2009 - May 2010
Citizens Bank May 2009 - July 2009
Raytheon March 2009 - April 2009
BNY Mellon July 2008 - December 2008
PMI - New Hampshire November 2003 - December 2008
Fidelity Investments December 2003 - June 2008
Education
Boston University 2001 — 2001
Project Management Certificate, Project Management Certificate Program
Suffolk University - Sawyer Business School 1997 — 1999
MBA, CIS
Salem State University 1987 — 1992
BS Business Administration, Finance
Deutsche Bank 2012 - 2013
BNY MELLON 2005 - 2011
BNY Mellon 1989 - 2004
BNY Mellon 1981 - 1989
Skills
Customer Relations, Investments, Client Service, Negotiation, Contract Negotiation, Securities, Equities, Fixed Income, Risk Management, Due Diligence, Compliance, Product Management, Process Improvement, Operations Management, Settlements, Financial Markets, Strategic Planning, Capital Markets, Vendor Management, Derivatives, Business Analysis, FX, Securities Lending, Client Services, Corporate Actions, Problem Solving, Word, Asset Management, Settlement, Back Office, Global Custody, Funding, Mutual Funds, SWIFT, Business Strategy, Financial Institutions, Change Management, Bonds, Accounting, Private Equity, Emerging Markets, Team Management, Team Leadership, Lotus Notes, Team Building, Cash, Financial Services, SWIFT payments, FX Options, Banking
Education
Boston University
BA, Political Science, International Relations
Northeastern University - Graduate School of Business Administration
MBA, Finance
BNY Mellon December 2014 - Present
BNY Mellon February 2012 - Present
BNY Mellon April 2011 - Present
Residential Investment Property 2000 - Present
Saint-Gobain 2006 - 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Reporting, Relational Databases, Oracle-Business..., Confluence-Fundstation, Data Analysis, Microsoft Office, Lotus Notes, Finance, Accounting, Fund Accounting, Bond Analysis, Equity Analysis, Visual Basic (VBA), Mobius, Portfolio Performance..., Bloomberg Terminal, Morningstar Direct, Lipper - Lana, IDC 360, Nasdaq Terminal
Education
Boston University 2012 — 2014
Master of Science (MS), Finance and Financial Management Services
Worcester State College 2005 — 2009
Double Major, Economics, Business Administration
Citizens Bank April 2015 - Present
BNY Mellon January 2014 - April 2015
Bank of New York Mellon March 2010 - January 2014
Lexington Wealth Management May 2007 - March 2010
Worcester State College September 2007 - May 2008
Worcester State College September 2005 - May 2006
Yankee Candle Company September 2003 - August 2005
Skills
Conversational Spanish, Investments, Wealth Management, Microsoft Office, Research, Microsoft Excel, Customer Service, Teaching, Asset Allocation, Financial Services, Employee Training, Management, Mutual Funds, Portfolio Management
Education
Boston University 2010 — 2011
Graduate Certificate, Certified Financial Planning
Worcester State University 2005 — 2008
Bachelors in Science, Finance and Economics
Middlesex Community College 2002 — 2005
Associate's Degree, Liberal Studies
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
CentraState Healthcare System October 2011 - Present
The Bank of New York January 1983 - August 2010
BNY Mellon Corporation January 1983 - August 2010
BNY Mellon Corporaton January 1983 - August 2010
BNY Mellon Corporation January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY MELLON CORPORATION January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY Mellon January 1983 - August 2010
Skills
Lotus Notes, Microsoft Office, Telephone Directory, Telecommunications..., Invoice Processing, Telecommunications..., Call Detail Recording, Technical Support, Information Technology, Telecommunications
Education
Boston University 1980 — 1982
Graduate School of Management Master, Business Administration
Boston University, Graduate School of Management 1980 — 1982
MBA, Finance, General
Boston University, Graduate School of Management 1980 — 1982
MBA, Finance, General
Rutgers University 1976 — 1980
BA, Economics
Rutgers University New 1976 — 1980
Bachelor of Arts, Economics
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Bachelor of Arts (BA), Economics
BNY Mellon June 2015 - Present
BNY Mellon January 2013 - June 2015
BNY Mellon Wealth Management February 2007 - January 2013
LPL Financial November 2004 - January 2007
Salem Five October 2001 - November 2004
Skills
Hedge Funds, Alternative Investments, Investments, Bloomberg, Mutual Funds, Asset Allocation, Due Diligence, Investment Management, Wealth Management, Investment Banking, Fund Of Funds, Options, Financial Risk, Strategy, Hedging, Global Macro, Analysis, Series 7, Private Equity, Series 24, Investment Strategies, ETFs, FINRA, Separately Managed..., Portfolio Management, Fixed Income, Asset Management, Structured Products, Performance Attribution, Finance, Institutional...
Education
Boston University Graduate School of Management 1999 — 2001
MBA, Finance
Boston University 1995 — 1999
Dual Bachelors of Arts, Economics and International Relations
London Fischer LLP April 2014 - November 2014
Armienti, DeBellis, Guglielmo & Rhoden LLP November 2013 - April 2014
Queens Criminal Court, Judge Gia L. Morris August 2012 - December 2012
Sharp Electronics February 2012 - June 2012
New York County Criminal Court, Judge Michelle A. Armstrong October 2011 - January 2012
Commercial Division of New York Supreme Court January 2011 - April 2011
BNY Mellon March 2010 - August 2010
U.S. Environmental Protection Agency June 2009 - November 2009
AMEC February 2008 - October 2008
Office of Attorney General New York June 2008 - August 2008
Skills
Legal Research, Word, PowerPoint, Microsoft Office, Excel, Legal Writing, Environmental, Environmental Awareness, Microsoft Word, Microsoft Excel
Education
Pace University School of Law 2008 — 2011
Doctor of Law (J.D.)
Boston University 2004 — 2008
BA, Environmental Analysis and Policy
Bronx High School of Science 2000 — 2004
Computer School 1997 — 2000
Providence Equity Partners January 2013 - Present
New England Institute of Technology February 2013 - June 2014
King Bee Digital Games May 2012 - June 2014
IGDA Rhode Island 2011 - February 2014
Project Griffin - US Air Force Game Dev Workshop February 2013 - December 2013
38 Studios October 2011 - May 2012
BNY Mellon November 1999 - September 2011
Skills
Game Design, Information Technology, Desktop Support, iOS development, Android Development, Remote Desktop, Metrics, UDK, UnrealScript, Windows 7, Unity, Maya, Blender, Photoshop, ArtRage, 3D Studio Max, Perforce, Fluent Spanish..., Mac OS X, Servers, Spiceworks, Batch Files, Active Directory, Microsoft Exchange, Windows XP Pro, Windows Vista, Unreal Engine 3, Technical Support, Game Development, OS X, Video Games, Unity3D, ActionScript, Mobile Games, Lua, Level Design, Gameplay
Education
Full Sail University 2011 — 2013
BS, Game Design
Boston University 1993 — 1994
Marshalls July 2014 - Present
LTF Legal, Tax and Financial Advisors February 2015 - May 2015
Boston University School of Engineering October 2013 - December 2014
BNY Mellon July 2012 - August 2012
Skills
Highly detail oriented, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Time Management, Social Media, Public Speaking
Education
Boston University 2012 — 2016
Business Management and Administration, Dual Concentration in Accounting & Operations Management
Universidad Autónoma de Madrid 2015 — 2015
Facultad de Ciencias Economicas y Empresariales
John D. O'Bryant School of Mathematics and Science 2008 — 2012
Payback Consulting LLC May 2015 - Present
BNY Mellon May 2012 - May 2015
CIBER Inc. February 2011 - April 2012
Payback Consulting LLC November 2010 - February 2011
CDI Business Solutions May 2010 - November 2010
T. Rowe Price January 2007 - May 2009
Volt August 2006 - October 2006
XSP February 2005 - March 2006
BNY Mellon July 1988 - December 2004
Fidelity Investments August 1987 - July 1988
Skills
Business Analysis, Banking, SDLC, Corporate Actions, Requirements Gathering, Vendor Management, Requirements Analysis, Business Process, PMO, IT Strategy, Business Requirements, Project Planning, Business Intelligence, Program Management, Business Process..., Project Portfolio..., Integration, SWIFT, Risk Management, Software Project..., Process Improvement, Fixed Income, Visio, Outsourcing, Back Office, COBOL, Asset Management, Process Engineering, Business Strategy, Change Management, Compliance, Trading Systems, MS Project, Product Management, Team Management, Data Warehousing, Business Transformation, FEDWIRE, STP, Cash Management, Risk, Business Management, Investment Banking, FX, Project Implementation, Customer Relations, Financial Analysis, Agile, Operations Management, Unix
Education
BNYM Toastmasters 2013 — 2015
Boston University 1979 — 1980
N/A, Computer Science Night Courses
University of Oxford 1972 — 1973
MA (Dipl), History & Philosophy of Science
The London School of Economics and Political Science (LSE) 1971 — 1972
None, Logic & Scientific Method
University of New Hampshire 1968 — 1971
BA, Philosophy
United States District Court for the Northern District of Illinois May 2014 - Present
BNY Mellon January 2012 - May 2013
WilmerHale January 2011 - June 2011
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2013 — 2016
J.D.
Boston University 2007 — 2011
Vistaprint April 2011 - Present
ICD Marketing Advisors 2003 - 2011
AmeriCounsel 2000 - 2003
General Catalyst Partners 1996 - 1999
UNICCO UGL Secure Services, Inc. 1992 - 1997
BNY Mellon 1991 - 1992
Skills
Marketing Communications, Start-ups, Segmentation, Strategy, Brand Development, Email Marketing, Marketing Strategy, Online Advertising, Digital Strategy, Marketing, Direct Marketing, Integrated Marketing, Advertising, Brand Management, Customer Insight, Corporate Branding, Public Relations, Relationship Marketing
Education
Boston University
Bachelor of Science (BS), Marketing, Psychology
Stuart Weitzman Holdings, LLC April 2013 - Present
BNY Mellon June 2011 - April 2013
Launch Initiative October 2010 - December 2010
BNY Mellon June 2010 - August 2010
Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Bloomberg Terminal, Investments, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Fund Accounting, Financial Accounting, Research
Education
Boston University 2007 — 2011
Bachelor of Arts, Economics
Direct Energy Business May 2014 - Present
Direct Energy Business May 2013 - Present
Direct Energy Business January 2014 - May 2014
Direct Energy May 2013 - January 2014
BNY Mellon January 2012 - April 2013
BNY Mellon September 2010 - January 2012
BNY Mellon June 2008 - August 2010
Skills
Access, Advanced Excel, Other Word Products, Financial Analysis, Financial Services, Financial Modeling, Risk Management, Finance, Business Analysis, Microsoft Excel, Economics, PowerPoint, Banking, Securities, Outlook, Marketing Communications, Corporate Communications, Marketing Strategy, Marketing, Email Marketing, Mass Email Marketing, Email Marketing Software, Strategic Communications, Communications Planning, Databases, Database Administration, Executive Reporting, Relationship Management, Strategic Planning, Financial Risk
Education
University of Pittsburgh 2009 — 2012
MASTER OF BUSINESS ADMINSTRATION
Boston University 2007 — 2008
MASTER OF ARTS, ECONOMICS
Boston University 2004 — 2008
BA, Economics
Mars 1991 — 2004
High School Diploma
Goldman Sachs August 2015 - Present
BNY Mellon July 2013 - July 2015
Rampart Investment Management 2012 - 2012
Skills
Mandarin, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, R, Matlab, Java, SPSS, Analysis, Investments, Fixed Income, Valuation
Education
New York University 2014 — 2017
Courant Institute of Mathematical Sciences, Part-Time Study, Financial Mathematics
Boston University 2010 — 2013
Bachelor of Arts (B.A.), Applied Mathematics, Economics
Shanghai Jiao Tong University 2007 — 2011
Bachelor, Public Administration
The University of Hong Kong 2010 — 2010
Asia Institute of Political Economy Academic Program, Political Economy
New York University 2009 — 2009
Exchange Program, Business
State Street March 2012 - May 2014
State Street October 2007 - March 2012
State Street December 2003 - October 2007
BNY Mellon May 2001 - December 2003
TEB January 1998 - February 1999
Finansbank August 1996 - January 1998
Skills
Financial Reporting, Finance, Accounting, Budgets, Auditing, Analysis, Banking, Financial Statements, GAAP, Financial Analysis, Financial Modeling, Variance Analysis, Credit Risk
Education
Boston University 2000 — 2001
M.S, Financial Economics
Yeditepe University 1997 — 1999
M.B.A, Finance
Istanbul University 1992 — 1996
B.A, Sociology
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management June 2010 - August 2013
Standish Mellon Asset Management January 2008 - June 2010
BNY Mellon November 2004 - January 2008
BNY Mellon September 2004 - November 2004
Fidelity Investments October 2003 - April 2004
Genzyme August 2002 - October 2003
Boston Capital September 2000 - August 2001
USTrust, now merged as Citizens Bank August 1997 - December 1999
BankBoston, now merged as Bank of America August 1994 - August 1997
Skills
Hyperion Enterprise, PeopleSoft, Lotus Notes, SharePoint, Outlook, Microsoft Office, Cartesis, Mobius, Oracle, Catalyst, Checkpoint, Microstrategy, CCH, GUI, SixNet, Hyperion, MGFPRO, Revenue Manager, AS400, Pivotal, MER, Advent Geneva, Blackline, ComSci, Pershing-UDT, OPIN, MARS, Essbase, Financial Analysis, Finance, Account Reconciliation, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Managerial Finance, Variance Analysis, Financial Statements, Accounts Receivable, Consolidation, GAAP, Accruals, Financial Risk, Financial Services, Fixed Assets, Portfolio Management, Mutual Funds, Investments, Strategy, Management
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer School of Management 2006 — 2007
MSA Courses: Intermediate Financial Accounting, Auditing & Assurance and Business Law
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Masters of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Masters of Science in Finance
Harvard Extension School 2000 — 2001
IT Course, Communication Protocols and Internet Architectures
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Masters of Business Administration
Boston University 1989 — 1994
Bachelor of Arts, Economics
Kennett High School 1985 — 1989
Boston Private Bank & Trust Company March 2012 - Present
Eastern Bank April 2001 - November 2011
HSBC Private Bank 1999 - 2000
BNY Mellon 1991 - 1999
Fleet National Bank 1981 - 1991
Skills
Customer Relations, Banking, Loans, Private Banking, Credit, Risk Management, Customer Service, Financial Analysis, Business Analysis, Commercial Lending, Credit Analysis, Commercial Banking
Education
Boston University 2003 — 2005
Certificate in Financial Planning
University of Rhode Island 1980 — 1984
MBA, Finance
University of Rhode Island 1972 — 1976
BS, Organizational Management
BNY Mellon January 2012 - Present
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
ABN AMRO Mellon 1999 - 2007
Mellon Financial 1989 - 1999
State Street Bank 1987 - 1989
Skills
Mergers & Acquisitions, International Joint..., Strategic Planning, Business Integration, Business Restructures, Sales Management, Relationship Management, Human Resource..., Organizational Design, Organizational..., Product Design, Product Development, Change Management, Project Management, International Expansion, Marketing Strategy, Marketing Communications, Risk Management, New Business Development, Global P&L Management, Collateral Management, derivatives, Outsourcing, Global Custody, Fund Accounting, Transfer Agency, Performance Measurement, Analytics, Risk Measurement, Alternative Investments, Hedge Funds, Fixed Income, Leadership, Mergers, Management, Mutual Funds, Securities
Education
Boston University 1983 — 1987
Bachelor of Arts (B.A.), Economics
BNY Mellon December 2013 - Present
Linedata February 2011 - December 2013
Strategic Planning & Implementation Associates Inc. April 2009 - March 2011
FundQuest Incorporated September 2008 - February 2009
Wellington Management LLP October 2004 - April 2008
The Boston Company Asset Management LLC November 2003 - September 2004
JP Morgan Chase September 2002 - January 2003
JP Morgan Chase September 2001 - September 2002
JP Morgan Chase December 2000 - September 2001
JP Morgan Chase November 1999 - December 2000
Skills
Software Quality..., Requirements Analysis, Product Development and..., Project Planning, Project Management, Analysis, Process Automation, Building Client..., Risk Management, Operations Productivity..., Leadership, Management, Financial Analysis, Team Building, Business Analysis, Financial Services, Securities, Derivatives, Fixed Income, Bloomberg, Assets Recovery, Training, Trading Systems, Hedge Funds, Market Data, Banking, Portfolio Management, Operational Risk..., Corporate Actions, Back Office, Relationship Management
Education
Boston University 1999 — 2001
Certificate, Microsoft Certified System Engineer (MCSE) program
Kyiv National Economics University 1990 — 1994
MBA, Finance
RJN Enterprises, Inc. January 2005 - Present
BNY Mellon January 2005 - Present
Rapid, LLC 1999 - 2004
Skills
Software Development, Business Analysis, Program Management, Software Project..., SDLC, Process Improvement, C#, Agile Methodologies, Requirements Analysis, Risk Management, Enterprise Architecture, Public Speaking, Web Services, Integration, Strategic Planning, Project Management, SQL
Education
Ramapo College of New Jersey 1973 — 1976
BS, Mathematics
Boston University 1972 — 1973
BNY Mellon May 2011 - Present
State Street Global Markets November 2007 - April 2011
Skills
Asset Managment, Mutual Funds, Equities, Trading, Investments
Education
Boston University 2003 — 2007
BA, Economics
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - December 2014
SunGard September 2013 - June 2014
State Street April 2012 - September 2013
Fidelity Investments September 2011 - April 2012
Fidelity Investments February 2010 - September 2011
BNY Mellon June 2008 - February 2010
Wellington Management August 2006 - July 2008
Fidelity Investments March 2001 - July 2006
Fidelity Investments December 1999 - March 2001
Skills
Market Data, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Data Center, SDLC, Troubleshooting, Change Management, Software Project..., Windows, Risk Management, Citrix, Management, Customer Service, Analysis, Team Management, Wall Street, FX trading, Project Management, Equities, Fixed Income, Derivatives, Unix, Customer Relations, Team Building, People Management, Vendor Relations, Operations Management, Microsoft Office, Sterling Gentran, Protocol, Currenex, Summit, JIRA, BMC Remedy, Remedy Administration, Barracuda, Prime Brokerage, Microsoft Excel, Software Documentation, CRM, Documentation, Logiscope, TwoFour, Quality Assurance, Cross-functional Team..., WAN, Data Analysis, Financial Services
Education
Boston University 1995 — 1996
Information Technology
Middlesex Community College 1992 — 1994
Business and Personal/Financial Services Marketing Operations
AYF
BNY Mellon March 2015 - Present
Experienced HR Generalist SCP Designation January 2015 - March 2015
LiquidHub December 2012 - December 2014
The Dubin Group October 2012 - December 2012
SPHR Certified HR Generalist November 2011 - October 2012
Elan Drug Technologies March 2008 - November 2011
Elan Drug Technoloiges March 2006 - March 2008
Elan Drug Technologies July 2004 - March 2006
Elan Drug Technologies October 2000 - March 2004
SmithKline Beecham 1995 - 2000
Skills
HRIS, Talent Management, Employee Relations, Performance Management, Organizational..., Recruiting, Employee Benefits, Human Resources, SPHR, Benefits Administration, Onboarding, Succession Planning, HR Consulting, Temporary Placement, Training, Leadership, Time Management, Management, Talent Acquisition, Workforce Planning, Screening Resumes, Organizational..., Personnel Management, Internet Recruiting, Interviews, Screening, Executive Search, Sourcing, Payroll, Organizational Design, New Hire Orientations, PeopleSoft, HR Policies, Leadership Development, Technical Recruiting, Executive Coaching, Internal Communications, Hiring, Strategic HR
Education
Saint Joseph's University 1999 — 2007
MS, HR Management
Temple University 1990 — 1992
BA, Journalism
Boston University 1987 — 1989
Film
BNY Mellon October 2012 - Present
J.P. Morgan September 2009 - February 2011
Education
Boston University 2005 — 2009
Bachelor's degree, Accounting and Finance
Upper St. Clair school
Pennsylvania Treasury Department November 2010 - Present
Pennsylvania Public Utility Commission July 2009 - October 2010
Commonwealth of Pennsylvania July 2008 - June 2009
BNY Mellon December 2007 - June 2008
Skills
Policy Analysis, Policy, Government, Analysis, Data Analysis, Economics, Environmental Economics, International Economics, Economic Modeling, Renewable Energy, Energy Efficiency, Energy Policy, Regulatory Affairs, Regulatory Analysis, Economic Regulation
Education
Boston University 2006 — 2007
Master of Arts (MA), Economics
Boston University 2003 — 2006
Bachelor of Arts (BA), Economics
Boston University 2003 — 2006
Bachelor of Arts (BA), International Relations
Batterymarch Financial Management July 2013 - July 2014
BNY Mellon August 2011 - July 2013
Citizens Bank, N.A. May 2007 - July 2011
Skills
Credit, Equities, Financial Analysis, Fixed Income, Investment Banking, Bloomberg, Banking, Asset Management, Hedge Funds
Education
Boston University 2013 — 2015
Master of Science (MS), Banking and Financial Services Management
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Major :Finance Minor : Economics
BNY Mellon September 2014 - Present
BNY Mellon July 2012 - August 2014
BNY Mellon May 2007 - June 2012
Fitzhugh and Mariani LLP June 2003 - March 2007
Skills
Portfolio Management, Analysis, Research, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Bloomberg, SEI Trust 3000, ThomsonOne, Asset Management, Financial Analysis, Equities, Financial Modeling, Financial Services, Wealth Management, Private Equity, Investment Strategies
Education
Boston University - Metropolitan College 2014 — 2016
Master of Science in Administrative Studies, Concentration in Financial Economics
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Sociology, Minor in Business Administration and Management
Citizens Bank April 2015 - Present
MassMutual Financial Group June 2013 - Present
BNY Mellon January 2011 - June 2013
PriceWaterHouseCoopers July 2006 - December 2007
Blue Cross Blue Shield of Massachusetts October 2005 - July 2006
Guardian Life Insurance January 2004 - July 2006
Brown Brothers Harriman May 2005 - October 2005
Mellon Bank September 2004 - May 2005
Guardian Life Insurance January 2004 - September 2004
STATE STREET CORPORATION January 1998 - June 2003
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Services, Risk Management, Internal Controls, Program Management, Strategic Planning, Leadership, Finance, Data Analysis, Financial Statements, Nonprofits, Training, Management, Budgets, Portfolio Management, Account Reconciliation, Credit, Policy, Software Documentation, Forecasting, Project Planning, General Ledger
Education
Boston University
Post Graduate, Project Management
Salem State University
BS, Accountinng
Salem State University
Bachelor of Science, Business Administration; Accounting
BNY Mellon May 2013 - Present
J.P. Morgan September 2011 - May 2013
State Street November 2009 - September 2011
Mohegan Sun November 2005 - September 2009
Skills
C++, MCH, Bloomberg Terminal, SQL, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Fixed Income, Analysis, Business Analysis, Access, Securities, Investments, Trading, Accounting
Education
Boston University 2013 — 2016
Master's degree, Computer Technology/Computer Systems Technology
The University of Connecticut 2005 — 2009
Bachelor's degree, Economics
BNY Mellon March 2014 - Present
State Street Bank January 2014 - February 2014
JPMorgan Chase July 2013 - December 2013
Modern Real Estate June 2011 - July 2013
Boston University Office of Environmental Health and Safety March 2010 - May 2013
Skills
Fund Accounting, IAX, InvestOne, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Economics, Data Analysis, Social Networking, Teamwork, Research, Advertising, Microsoft Word, Public Speaking, Real Estate, Social Media, Enterprise Software, Management, Customer Service, Finance
Education
Boston University 2009 — 2013
Bachelor's degree, Economics, Business (minor)
Westford Academy 2005 — 2009
Fiduciary Trust Company May 2008 - Present
State Street December 2006 - May 2008
BNY Mellon May 1999 - December 2006
State Street March 1995 - May 1999
Skills
Equities, Relationship Management, Alternative Investments, Fixed Income, Wealth, CRM, Mutual Funds, Portfolio Management, Investment Management, Financial Services, Asset Management, Investments, Wealth Management, Hedge Funds
Education
Boston University
B.A., History - College of Arts and Sciences
Boston University
Program for Financial Planners
New England School of Banking at Williams College
Trust Banking
Worcester Academy
BU Finance & Investment Club Student Managed Investment Fund September 2015 - Present
Independent August 2010 - Present
BNY Mellon June 2015 - August 2015
Cellairis May 2014 - August 2014
Hoops-Nation.com September 2011 - September 2012
Skills
Public Relations, Public Speaking, Video Editing, Journalism, Highly articulate, Research, Negotiation, Mergers & Acquisitions, Private Equity, Final Cut Pro, Financial Analysis, Presentations, Business Analysis, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, Strategic Planning, Social Media, PowerPoint
Education
Boston University 2014 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Suffolk University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Andover High School (MA) 2009 — 2013
BNY Mellon September 2009 - Present
Skills
Financial Services, Client Relations Skills, Exotic Derivatives, Foreign Languages, Data Analysis, Settlement
Education
Boston University
Bachelor of Business Administration (B.B.A.), Bachelor of Arts (Economics)
BNY Mellon May 2012 - Present
BNY Mellon May 2011 - October 2012
PREMIER GLOBAL SECURITIES LENDING LLC June 2010 - March 2011
STATE STREET CORPORATION June 1994 - June 2010
Securities Finance Global Operations July 1998 - January 2004
PRICE WATERHOUSE LLC January 1997 - January 1998
STATE STREET CORPORATION January 1995 - January 1997
State Street January 1992 - January 1994
Skills
Budgets, Prime Brokerage, Project Management, Fixed Income, Equities, Derivatives, Securities Lending, Securities, Product Management, Global Custody, Collateral Management, Financial Services, Swaps, Strategy, Bloomberg, Alternative Investments, Banking, Corporate Actions, Investments, Portfolio Management, Trading, Settlement, Hedge Funds, Mutual Funds, Middle Office, Risk Management, Capital Markets, Emerging Markets
Education
Boston University 1995 — 1999
M.S.A, International Commerce
Saint Anselm College 1986 — 1989
Liberal Arts, Business
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
Cervello October 2013 - Present
Cervello January 2012 - October 2013
A123Systems April 2010 - February 2012
IBM January 2009 - June 2010
IBM July 2008 - January 2009
IBM April 2006 - July 2008
First Hawaiian Bank November 2003 - April 2006
State Street Bank October 2001 - October 2003
BNY Mellon November 2000 - February 2001
Thomson Reuters September 1999 - November 2000
Skills
Financial Analysis, Budgeting, Variance Analysis, Financial Modeling, Forecasting, Business Analysis, Business Strategy, Analytics, Corporate Finance, Excel, Strategic Planning, Data Analysis, Financial Reporting, Change Management, SaaS, Dashboards, Business Planning, Process Improvement, Budgets, Process Consulting, Cloud Applications, EPM, Microsoft Excel, Project Management, Finance
Education
Boston University 1996 — 2000
Hawaii Preparatory Academy
Commonwealth of Massachusetts February 2010 - Present
BNY Mellon July 2005 - August 2009
Mass Audubon 2002 - 2005
Skills
Community Development, HMDA, Public Speaking, Fair Lending
Education
Boston University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Fenway High School
Cognizant Technology Solutions December 2011 - February 2013
BNY Mellon December 2011 - February 2013
MFS Investment Management August 2011 - November 2011
Winter Wyman August 2011 - November 2011
BNY Mellon October 2010 - July 2011
Modis October 2010 - July 2011
GCE Solutions Inc. June 2010 - October 2010
IBM June 2010 - October 2010
Banco Santander June 2010 - October 2010
Tek Systems November 2009 - March 2010
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Financial Services, Requirements Analysis, Vendor Management, PMO, User Acceptance Testing
Education
Boston University 1985 — 1987
BBH September 2006 - August 2012
BNY Mellon 2005 - 2006
Education
Boston University 1994 — 1998
The Bank of New York March 2010 - Present
BNY Mellon May 2007 - March 2010
BNY Mellon April 2006 - April 2007
General Electric September 2003 - April 2006
Teradyne June 1999 - August 2001
Skills
Risk Management, Bloomberg, Quantitative Risk..., Microsoft Excel, BlackRock Aladdin, Intex Desktop, Portfolio Management, Fixed Income
Education
Boston University Questrom School of Business 2001 — 2003
MBA, Finance
Boston University 1994 — 1999
BS, Manufacturing Engineering
BNY Mellon March 2006 - Present
Skills
SnagIt, FrameMaker, RoboHelp, Online Help, Content Management, Technical Writing, Software Documentation
Education
Boston University 1990 — 1992
MS, Mass Communications
West Virginia University
BA, Communications
SS&C Technologies July 2012 - Present
BNY Mellon June 2006 - June 2012
Skills
Series 7, Series 24, series 63
Education
Boston University
BA, Economics
BNY Mellon April 2012 - Present
Bank of New York Mellon July 2010 - April 2012
Bank of New York Mellon June 2010 - April 2012
Bank of New York Mellon June 2009 - June 2010
EF Financial May 2006 - February 2010
Suffolk University 2004 - 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Accounting, Public Speaking, Financial Analysis, Data Analysis, Social Media, Finance
Education
Suffolk University 2004 — 2008
Bachelor of Science (B.S.), Finance, Entrepreneurship
Boston University
CFP
BNY Mellon August 2000 - September 2015
Mellon Financial November 1995 - August 2000
Mellon Financial October 1989 - November 1995
Design Options, Inc. 1982 - 1989
Skills
Business Analysis, Fixed Income, Global Custody, Financial Services, Risk Management, Requirements Analysis, Portfolio Management, Capital Markets, Financial Markets, Derivatives, Back Office, Mutual Funds, Banking, Hedge Funds, SDLC, Equities, Asset Management, Securities, Middle Office, Relationship Management, Investments, Corporate Actions, Bloomberg, Alternative Investments, FX Options
Education
Boston University 1976 — 1981
Bachelor of Arts (B.A.), Psychology
Worcester Polytechnic Institute
Engineering
BNY Mellon January 2014 - Present
BNY Mellon November 2010 - December 2013
The Bank of New York Mellon November 2006 - November 2010
The Bank of New York Mellon May 2002 - November 2006
SBC 1997 - 2001
Southern New England Telecommunications Co 1994 - 1997
Skills
Portfolio Management, Project Management, Business Analysis, Financial Services, Risk Management, Fixed Income, Financial Analysis, Securities, Equities, Hedge Funds, Series 7, Asset Managment, Program Management, Relationship Management, Capital Markets, Banking, Alternative Investments, Vendor Management, Process Improvement, Organizational..., Derivatives, Financial Risk
Education
Hartwick College 1990 — 1994
BS, Psychology
Canterbury School 1986 — 1990
Boston University
Certification, Project Management
University of Bridgeport - Stamford
MS, Counseling and HR Development
BL Healthcare 2009 - Present
Boston Harbor Angels March 2007 - Present
PTIAdvisers, LLC July 2005 - Present
P.T.I. Advisers, LLC. 2005 - Present
BNY Mellon April 1987 - June 2005
Gardner, amd Preston Moss April 1985 - April 1987
Skills
Start-ups, Business Strategy, Strategic Planning, Venture Capital, Finance, Valuation, Appraisals, Portfolio Management, Entrepreneurship, Management, Sales, Mergers & Acquisitions, Investment Banking, Strategy, Analysis, Investments, Business Development, Corporate Development, Private Equity, Executive Management, Angel Investing, Strategic Partnerships, Management Consulting, Business Planning, Due Diligence
Education
Chartered Financial Analysts Program, University of Virginia 1975 — 1977
Chartered Financial Analyst
Boston University 1967 — 1969
Master of Business Administration (M.B.A.), International Business, Trade, and Tax Law
Dartmouth College 1961 — 1965
Bachelor of Arts (B.A.), Psychology
BNY Mellon May 2015 - Present
BNY Mellon July 2014 - April 2015
BNY Mellon January 2014 - July 2014
BNY Mellon May 2006 - December 2013
BNY Mellon January 2005 - April 2006
BNY Mellon February 2003 - December 2004
BNY Mellon May 2001 - February 2003
BNY Mellon September 1999 - May 2001
BNY Mellon August 1997 - September 1999
MFS Investment Management December 1993 - April 1997
Skills
Management, Financial Services, Human Resources, Training, Consulting, Program Management, Relationship Management, Talent Management, Organizational..., Onboarding, Mutual Funds, Project Management, Leadership, Employee Relations, Business Development, Personnel Management, Performance Management, Strategy, Databases, Performance Consulting, Coaching, Sports Coaching, Program Development, Program Delivery..., Professional..., Program Facilitation, Team Facilitation, Training Facilitation, Meeting Facilitation, Public Speaking, Presentation Skills, Investment Management, Collaborative Problem..., Strategic Planning, Business Strategy, Recruiting
Education
Boston University - School of Management 1996 — 2002
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
Bachelor's Degree, Business Administration and Management, General, Dean's List fall 1992 & Spring 1993
Melrose High School 1986 — 1989
BNY Mellon August 2011 - Present
BNY Mellon July 2006 - Present
Boston Financial & Equity Corporation October 2004 - May 2006
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
Boston University 2002 — 2006
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
Citi October 2012 - March 2013
Prudential Financial September 2011 - September 2012
BNY Mellon January 2011 - August 2011
Accenture November 2009 - December 2010
Citi January 2008 - May 2009
Societe Generale America Operations January 2007 - December 2007
AIG July 2006 - December 2006
CheckFree Investment Services January 2006 - June 2006
Fidelity Investments January 2005 - December 2005
E*TRADE Financial January 2004 - December 2004
Skills
Investment Banking, Portfolio Management, Wealth Management, Requirements Gathering, Project Management, BRD, RIA, Access, Visio, Equities, Capital Markets, Derivatives, Financial Services, Banking, Business Analysis, Trading Systems, Financial Markets, Options, Insurance, Previously held Series..., FRD, Use Case, System..., Clearance & Settlement..., ARIS Business Process..., Microsoft SQL Server, Financial Firms Front,...
Education
Golden Gate University 2010 — 2015
MS, Taxation
Boston University 2004 — 2004
CMFS, Certified Mutual Fund Specialist
Manhattan College 1998 — 2000
MBA, Finance and Financial Management Services
Manhattan College 1991 — 1994
B.S., Finance and Economic
Laguardia Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Mathematics
Och-Ziff Capital Management February 2015 - Present
Arrowstreet Capital May 2014 - February 2015
Fidelity Investments January 2011 - April 2014
BNY Mellon June 2010 - August 2010
KPMG July 2009 - August 2009
NIH May 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance, Marketing
Looking for Opportunities September 2015 - Present
MetLife December 2002 - August 2015
Bondbook, LLC January 2001 - October 2001
Pershing, a BNY Mellon company June 2000 - December 2000
Deutsche Bank September 1999 - May 2000
BNY Mellon September 1998 - August 1999
Citi September 1997 - August 1998
Fiduciary Trust Company February 1997 - August 1997
Julius Baer March 1992 - September 1996
Brown Brothers Harriman March 1989 - March 1992
Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance
Education
Fordham Gabelli School of Business 1999 — 2000
Information & Communication Technology
St. John's University 1990 — 1992
MBA, Finance
City University of New York-Brooklyn College 1984 — 1988
BS, Business, Management & Finance
Boston University
PMP Managing Projects course
Colony American Finance July 2014 - Present
Auction.com December 2010 - June 2014
Deutsche Bank July 2007 - January 2009
Barrington Capital Partners February 2005 - August 2005
Resolve Technology, a Costar Company February 2004 - February 2005
BNY Mellon April 2002 - February 2004
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real estate finance
Boston University 2000 — 2002
BS, Economics
BNY Mellon Capital Markets June 2012 - Present
Financial Northeastern 2006 - Present
Financial Northeastern Companies 2006 - May 2012
BNY Mellon 2012 - 2012
Morgan Stanley 1994 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Series 63, Securities, Portfolio Management, Banking, Bonds, Investments, Trading, Interest Rate Risk..., Series 24
Education
Boston University 1990 — 1993
Master of Science in Administration
Boston University 1986 — 1990
BNY Mellon June 2015 - Present
BNY Mellon May 2008 - June 2015
Citizens Bank March 2004 - May 2008
Residence Inn by Marriott (Tharaldson Lodging) September 2002 - December 2003
Microtel Inn and Suites (Field Hotel Associates) November 2001 - July 2002
Sawgrass Marriott Resort (Interstate Hotels) March 1999 - June 2001
Skills
Account Reconciliation, Finance, Accounting, Accounts Payable, Accounts Receivable, Auditing, Management, Training, Leadership, Internal Controls, Portfolio Management, Financial Statements, Investments, Customer Service, Interviews
Education
Villanova University 2004 — 2006
MBA, Finance, 3.6/4.0
Cornell University 1995 — 1997
BS, Hospitality Administration, 3.6/4.0
Boston University 1993 — 1995
BS, Hospitality Administration
BNY Mellon November 2014 - Present
Quantilus Inc April 2014 - October 2014
Warner Music Group December 2013 - March 2014
BNY Mellon June 2013 - December 2013
JPMorgan Chase; Global Corporate Bank; Wholesale Bank Client Onboarding August 2012 - April 2013
PineBridge Investments December 2011 - July 2012
Morgan Stanley Smith Barney Global Wealth Management Application Integration & Solutions April 2010 - July 2011
Kingsborough Community College January 2010 - May 2010
JPMorgan Chase: Global Architecture August 2009 - October 2009
MetLife July 2008 - July 2009
Skills
Integration, Business Analysis, Systems Analysis, Risk Management, Writing and Editing, Program Management, Software Project..., End User Process, Application Navigation, System Integration, User-centered Design, Project Planning, Policies & Procedures..., Graphics, Disastor Recovery, Web Content, Data Migration, GUI development, UAT, Multiple Project..., Technical Writing, IT Operations, Medical / Scientific..., HIPAA, Research
Education
Columbia University in the City of New York
School of General Studies
Mark Hopkins College: Brattleboro, Vermont
Film
Boston University
College of Basic Studies: Communications
BNY Mellon
Education
Boston University
School of Management, BSBA, Finance
Pace University - Lubin School of Business
Master of Business Administration (MBA)
BNY Mellon November 2009 - Present
Wachovia Securities Financial Network May 2008 - December 2008
Skills
Word, PowerPoint, Excel, Analysis, Microsoft Office, Data Analysis, Research, Photoshop, Financial Services, Editing, Financial Analysis
Education
Boston University 2004 — 2009
Bachelor Of Arts, Economics, International Relations
Handy Pantry Food Stores Inc April 2013 - Present
Mélange Consulting Group LLC April 2013 - Present
RMR Wealth Management LLC October 2012 - January 2014
BNY Mellon February 2012 - June 2012
Deutsche Bank AG February 2010 - April 2010
Natural Organics Inc June 2006 - September 2006
Skills
sales planning, Operations Management, Tactical Sales Planning, Merchandising, Strategy Development, Social Media Management, Small Business..., Expense Analysis, Scheduling, Franchising, Investment Advisory, Franchise Sales, Valuation, Due Diligence, Financial Modeling, Franchise Consulting, Qualitative Research, Quantitative Analysis, Modeling, Inventory Analysis, Inventory Management, WordPress, Corporate Credit...
Education
Boston University - School of Management 2007 — 2011
BS Business Management, Finance, Operations
Imperial College London 2010 — 2010
Management
Boston University
BNY Mellon March 2011 - Present
State Street Associates 2008 - 2010
State Street Global Markets 1998 - 2007
Hong Kong Shanghai Bank Securities Inc. 1996 - 1998
Salomon Brothers 1993 - 1996
General Electric 1979 - 1993
Skills
CFA, FRM, Fixed Income, Valuation, Credit, Economics, Quantitative Analysis, Basel, Dodd-Frank
Education
Boston University 1987 — 1990
M.B.A., Business
Massachusetts Institute of Technology 1981 — 1983
Master of Science, Mechanical Engineering
University of Massachusetts Dartmouth 1976 — 1979
Bachelor of Science, Mechanical Engineering
BNY Mellon October 2014 - Present
BNY Mellon April 2012 - October 2014
Pershing LLC May 2006 - March 2012
Skills
Securities, Fixed Income, Capital Markets, Series 7, Trading, Bloomberg, Financial Markets, Series 63, Series 24, series 53, FINRA, Asset Management, High Yield Bonds, Electronic Trading, Financial Analysis, Financial Services, Trading Systems
Education
Boston University 1999 — 2003
BS, Public Relations
Mercer Investments April 2014 - Present
UniversityTutor.com September 2011 - September 2014
BNY Mellon October 2012 - April 2014
Commonwealth of Massachusetts May 2011 - September 2011
Dow Jones February 2011 - May 2011
Finance & Economics Internship Program January 2011 - May 2011
European American Chamber of Commerce May 2010 - August 2010
Skills
Microsoft Office, Italian, Perform (Investor Tools), Smart (Investor Tools), Bloomberg Terminal, SEI (PCOMM), The Yieldbook, SQL
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics
Bank of America September 2010 - Present
Wellington Management July 2010 - September 2010
BNY Mellon July 2006 - May 2010
BNY Mellon July 2004 - July 2006
FLEETBOSTON FINANCIAL May 2000 - July 2004
TJX COMPANIES, INC May 1999 - May 2000
STRATUS COMPUTER LTD May 1997 - May 1998
Education
Boston University 2002 — 2007
Master's of Science; Bachelor of Science, Financial Economics; Finance
Ithaca College 1995 — 1999
Bachelor of Science in Finance
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
BNY Mellon August 2011 - Present
Fairlead Advisors October 2010 - July 2011
MassHousing June 2009 - August 2009
Education
Boston University 2006 — 2010
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration
Lowell Catholic High School August 2013 - Present
Massachusetts College of Pharmacy and Health Sciences September 2011 - August 2013
Boston University September 2010 - May 2011
Canton Public Schools August 2010 - May 2011
BNY Mellon November 2007 - May 2010
Uris Library, Cornell University October 2004 - July 2007
Community Preservation and Development Corporation May 2006 - August 2006
Body and Soul Magazine May 2005 - August 2005
Skills
Admissions, Teaching, Training, Tutoring, Interviews, Psychology, Student Affairs, Higher Education, Student Counseling, Community Outreach, Public Speaking, Curriculum Development, Nonprofits
Education
Boston University 2010 — 2011
Master of Education, School Counseling
Cornell University 2003 — 2007
Bachelor of Arts, Sociology; Law and Society; Business and Organizational Studies
RBC October 2012 - Present
BNY Mellon January 2012 - June 2012
BNY Mellon April 2009 - January 2012
BNY Mellon June 2007 - April 2009
Investors Bank and Trust June 2006 - June 2007
UBS Wealth Management March 2005 - May 2006
Skills
Mutual Funds, Strategic Financial..., Investment Management, Asset Allocation, Private Banking, Bonds, Cash Management, Portfolio Management, Investments, Financial Analysis, Loans, Bloomberg, Fixed Income, Finance, Equities, Securities, Wealth Management
Education
Boston University 2009 — 2011
Certificate, Financial Planning
Simon School 2004 — 2006
Business Certificate, Finance
University of Rochester 2002 — 2006
BA, Economics
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
Brandeis University October 2014 - Present
BNY Mellon June 2012 - October 2014
BNY Mellon June 2009 - June 2012
Skills
Microsoft Excel, Microsoft Office, Fixed Income, Research, Bloomberg, Data Analysis, Asset Management, Financial Analysis, Financial Modeling, Financial Reporting, Mutual Funds, Portfolio Management, Risk Management, Securities
Education
Boston University 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Prudential Financial April 2015 - Present
Direct Federal Credit Union May 2013 - March 2015
BNY Mellon October 2010 - May 2013
HARMON LAW OFFICES March 2010 - September 2010
Harmon Law Offices April 2007 - March 2010
THE LAW OFFICES OF JAMES SOKOLOVE September 2006 - April 2007
BOSTON COACH April 2005 - May 2006
Boston Coach August 2003 - April 2005
Skills
Mortgage Lending, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Corporate Governance, NMLS Licensed, Loans, Foreclosures, Financial Analysis, Customer Satisfaction, Residential Mortgages, Sales, CRM, Time Management, Banking, Home Equity Loans, Mortgage Marketing, Jumbo Mortgage, Credit Analysis, Loan Origination, FHLMC, Microsoft Office, Customer Service, Series 6, Series 63
Education
Simmons College 2009 — 2012
Master of Business Administration (MBA), MBA
Boston University 2000 — 2004
Bachelor of Arts, English
HP Vertica September 2013 - Present
Texterity, Inc May 2013 - July 2013
BNY Mellon June 2010 - March 2013
Texterity, Inc. 2008 - 2010
Auspice Corporation 2008 - 2008
StorageTek 2005 - 2007
Cornerstone Software 1997 - 2003
Skills
J2EE Application..., Spring, AJAX Frameworks, Oracle 9i, MySQL, Struts, Lucene, Perl Script, Oracle, REST/SOAP Web Services, Vertica, WebSockets, HTML 5, Spring Webflow, Architecture, Distributed Systems, Java Enterprise Edition, JavaScript, Linux, Perl, REST, Software Engineering, Spring Framework, Web Services, XML, Agile Methodologies
Education
Boston University 2002 — 2005
Master of Science (M.S.), CIS Concentrated on Security, 3.5
Shanghai Jiao Tong University
Bachelor of Science (BS), Applied Physics
BNY Mellon 2011 - Present
State Street Bank May 2000 - May 2010
Education
Boston University 1990 — 1994
Psychology
BNY Mellon August 2011 - Present
McGladrey and Pullen, LLC November 2007 - February 2009
Mellon Financial August 2004 - August 2007
Skills
Accounting, Budgeting, Auditing, Policy, Financial Planning, Financial Statements, Financial Analysis, Microsoft Excel, Financial Reporting, Banking, Account Reconciliation, Analysis, Risk Management
Education
Boston University 2013 — 2016
Banking & Financial Services Management (MS)
Salem State University 2002 — 2004
Bachelor, Acounting
North Shore Community College 1999 — 2001
A.S, Business administration
Mercer April 2014 - Present
Sovereign Bank May 2012 - March 2014
BNY Mellon August 2011 - April 2012
CVS Caremark Corporation May 2011 - July 2011
Vermont Fire Technologies January 2009 - November 2010
Comcast December 2006 - November 2008
Boston Financial Data Services July 2004 - February 2006
Putnam Investments June 1996 - March 2003
US Army September 1979 - June 1990
Skills
Banking, Customer Service, Automotive Service..., Logistics Management, Financial Analysis, Organizational..., Financial Services, Call Centers, Fire Service, Athletics, Management, Finance, Budgets, Troubleshooting, Investments, Relationship Management, Leadership, Project Management, Customer Relations, Analysis, Outlook, Time Management, Business Strategy, Coaching, Accounting, Credit Cards, Portfolio Management, Business Analysis, Customer Experience, Team Leadership, Logistics, Credit, Access, Financial Planning, Asset Management, Retirement Planning, Financial Risk, Teamwork, Small Business, Policy, Project Planning, Retail Banking
Education
Boston University 1981 — 1982
MSBA, Management
The Pennsylvania State University 1975 — 1979
BS, Accounting
Apponequet Regional HS 1971 — 1975
High School diploma, college
Bank of America September 2006 - Present
BNY Mellon 2005 - 2006
Bank of America 2000 - 2004
Bear Stearns & Company 1998 - 2000
Weil, Gotshal & Manges LLP 1993 - 1998
Arts and Entertainment Network 1992 - 1993
Bank of America 1983 - 1991
Skills
Succession Planning, Onboarding, Employee Benefits, Recruiting, Performance Management, Applicant Tracking..., Talent Acquisition, College Recruiting, HRIS, Personnel Management, Sourcing, HR Policies, Coaching, Human Resources, Workforce Planning, Talent Management, Employee Engagement, Employee Relations, Benefits Administration, Technical Recruiting, Change Management, Interviews, Deferred Compensation, Internet Recruiting, New Hire Orientations, Taleo
Education
Boston University
Northeastern University
BNY Mellon November 1999 - Present
Education
Villanova University
MS, Computer Science
Boston University
BA, Mathematics
Charles River Development January 2014 - Present
Wellington Management September 2013 - January 2014
BNY Mellon May 2006 - September 2013
CTC Communications Corporation October 2005 - May 2006
BBN Technologies April 2003 - October 2005
Genuity/GTE Internetworking November 1999 - April 2003
GTE Laboratories July 1997 - October 1999
Education
Boston University 2000 — 2003
Master of Business Administration (MBA)
Tufts University 1995 — 1997
Master of Science (M.S.), Electrical Engineering
Shanghai Jiao Tong University 1986 — 1990
Bachelor of Science (B.S.), Electrical Engineering
Brown Advisory June 2015 - Present
Highmount Capital October 2013 - June 2015
BNY Mellon October 2010 - October 2013
BNY Mellon September 2007 - September 2010
Colby College September 2006 - May 2007
Skills
Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Mutual Funds, Alternative Investments, Wealth Management, Bloomberg
Education
Boston University 2011 — 2013
Certificate in Financial Planning
Colby College 2003 — 2007
Bachelor of Arts (B.A.), Government and Philosophy
University College London, U. of London 2006 — 2006
Government and Philosophy
Middlesex School 1999 — 2003
Booz Allen Hamilton August 2014 - Present
Boston University School of Management September 2013 - Present
BNY Mellon June 2013 - August 2013
John Hancock Financial Services May 2012 - August 2012
Apps Associates July 2011 - August 2011
Citizen Schools July 2011 - August 2011
Caritas Norwood Hospital June 2007 - October 2009
Skills
Microsoft Word, Excel,..., SQL & Data mining, Blogging, Analysis, Newsletters, Research, Proposal Writing, Nonprofits, Social Media, Windows & Mac operating..., Social Networking, MS Project, Highly detail oriented, WordPress, Access, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sharon High School 2006 — 2010
BNY Mellon 2001 - Present
Skills
Financial Services, SDLC, Analysis, Mutual Funds, Process Improvement, Business Analysis, Risk Management
Education
Boston University
Bachelor of Science (BS), Accounting
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, SQLite, Python, Financial Analysis, Equity Capital Markets, Presentation Skills, Finance, Sales, Argumentation, Equities
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration; Finance, Senior
Boston Unversity 2011 — 2015
Bachelor of Art, Economics, Senior
Boston College November 2013 - May 2015
BNY Mellon 1994 - 2013
Filene's 1982 - 1992
King's Department Stores 1981 - 1982
United Brands Company 1979 - 1981
FMR Service Co (Fidelity) 1977 - 1979
Skills
Programming, Software Documentation, Software Design, Software Quality..., Systems Analysis, IBM Mainframe, COBOL, various versions, CICS, DB2, SQL, JCL, DB2
Education
Boston University 1975 — 1977
Associate of Arts and Sciences (A.A.S.), Computer Science
BNY Mellon September 2013 - Present
BNY Mellon November 2006 - August 2013
Manulife Financial October 1999 - August 2005
DeWolfe-LeVaux Real Estate 1995 - 1996
Skills
Project Management, Desktop Application..., SQL, Visual Basic, XML, Business Development, Business Analysis, Leadership, Database Administration, Data Analytics, Fixed Annuities, Variable Annuities, Regulatory Compliance, Broker-Dealer Compliance, Business Process..., Workflow Management, FINRA, Licensing, Operations Management, Functional..., Series 6, Series 63, SWIFT messaging, Financial Services, Back Office, Fixed Income, Frontier Recon, Bloomberg
Education
Boston University 1990 — 1994
Bachelor of Arts and Sciences
Commonwealth of Massachusetts July 2013 - Present
BNY Mellon 2009 - 2010
BNY Mellon 2009 - 2010
Skills
Microsoft Excel, Financial Analysis, Financial Services, Banking, Data Analysis, Securities, Fixed Income, Microsoft Office, Mutual Funds, PowerPoint, Bloomberg
Education
Boston University
Business Administration and Management, General
Boston University
Business Administration and Management, General
BNY Mellon January 2006 - Present
Daytona State College January 2002 - December 2004
Skills
Financial Analysis, Equities, Stock Management, Entrepreneurship
Education
Boston University 2009 — 2012
Master of Science (M.S.), Banking and Financial Support Services
University of Central Florida 2002 — 2004
Bachelor of Science (BS), Finance, General
BNY Mellon October 2007 - December 2013
Commonwealth of Massachusetts - Department of Industrial Accidents January 2007 - May 2007
State Street Bank July 2005 - August 2006
Fidelity Investments February 2001 - September 2004
Skills
Trust Accounting, Fund Accounting, Fund Administration, Pension Funds, Microsoft Excel, Economics, Outlook, Account Reconciliation, Mutual Funds
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics, minor in Business Administration
BNY Mellon July 2014 - Present
Skills
Management, Project Management, Customer Service, Strategic Planning, Banking, Financial Analysis, Business Analysis, Microsoft Excel, Process Improvement, Sales
Education
Boston University
Master's degree, Project Management
Schroders July 2015 - Present
BNY Mellon January 2008 - Present
Fidelity Investments January 2000 - January 2008
Fidelity Investments January 1999 - January 2000
Skills
New Business Development, Family Office, Registered Investment..., Private Banking, Presidents Club, Asset Management, CIOs
Education
Boston University
Bachelor of Science (B.S.), Business/Corporate Communications