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
Employee
Years
Job
Industry
Hina Bukhari Hina Bukhari's BNY Mellon Experience September 2009 - June 2012
Job Corporate Debt Products Energy Banking Analyst
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America February 2014 - June 2015
Alloy Apparel (dELiA*s) January 2013 - December 2013
BNY Mellon September 2009 - June 2012
BNY Mellon June 2008 - August 2009
Skills
Hedge Funds, Management, CRM, Merchandising, Investments, Finance, Mutual Funds, Sales, Valuation, Microsoft Excel, Fashion
Education
Brandeis University 2004 — 2008
BA, Economics & International Studies
Bank of America Merrill Lynch July 2015 - Present
Bank of America February 2014 - June 2015
Alloy Apparel (dELiA*s) January 2013 - December 2013
BNY Mellon September 2009 - June 2012
BNY Mellon June 2008 - August 2009
Skills
Hedge Funds, Management, CRM, Merchandising, Investments, Finance, Mutual Funds, Sales, Valuation, Microsoft Excel, Fashion
Education
Brandeis University 2004 — 2008
BA, Economics & International Studies
Faizeen Rahman's BNY Mellon Experience July 2012 - Present
Job Vice President, Client Relationship Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon July 2012 - Present
Hartford Investment Management October 2007 - June 2012
Segal Rogerscasey July 2004 - October 2007
Skills
Fixed Income, Analysis, Product Management, Performance Measurement, Competitive Analysis, Relationship Management, Marketing, Databases, Product Analysis, New Business Development, Microsoft Word, Product Development, Client Services, PowerPoint, Microsoft Excel
Education
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Moses Brown School, Providence RI 1996 — 2000
BNY Mellon July 2012 - Present
Hartford Investment Management October 2007 - June 2012
Segal Rogerscasey July 2004 - October 2007
Skills
Fixed Income, Analysis, Product Management, Performance Measurement, Competitive Analysis, Relationship Management, Marketing, Databases, Product Analysis, New Business Development, Microsoft Word, Product Development, Client Services, PowerPoint, Microsoft Excel
Education
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Moses Brown School, Providence RI 1996 — 2000
Erica E Jackson Erica E Jackson's BNY Mellon Experience 2001 - 2002
Job Credit Risk Analytics Professional
Industry Banking
Experience
KeyBank 2002 - Present
BNY Mellon 2001 - 2002
Neuristics LLC 1999 - 2001
Bank One June 1997 - September 1999
Skills
Capstone Decision..., SAS E-Miner, SAS, SQL, Decision Trees, Credit Scoring, Lines Of Credit, Predictive Modeling, Training, Teradata, DB2, Unix, Interconnect, Rules Engines, Decision Optimization, Decision Analysis, Data Mining
Education
Bowling Green State University 1994 — 1996
Master of Science (MS), Applied Statistics
Clark Atlanta University 1991 — 1994
Bachelor of Science (BS), Mathematics
Baltimore Polytechnic Institute 1986 — 1990
Engineering
KeyBank 2002 - Present
BNY Mellon 2001 - 2002
Neuristics LLC 1999 - 2001
Bank One June 1997 - September 1999
Skills
Capstone Decision..., SAS E-Miner, SAS, SQL, Decision Trees, Credit Scoring, Lines Of Credit, Predictive Modeling, Training, Teradata, DB2, Unix, Interconnect, Rules Engines, Decision Optimization, Decision Analysis, Data Mining
Education
Bowling Green State University 1994 — 1996
Master of Science (MS), Applied Statistics
Clark Atlanta University 1991 — 1994
Bachelor of Science (BS), Mathematics
Baltimore Polytechnic Institute 1986 — 1990
Engineering
Ed Szuba Ed Szuba's BNY Mellon Experience November 2006 - January 2014
Job Driving the North East region (Maine Virginia)
Industry Transportation/Trucking/Railroad
Experience
Prime Inc. September 2014 - Present
BNY Mellon November 2006 - January 2014
BNY Mellon August 2003 - November 2006
Mellon Bank June 2000 - August 2003
Skills
Information Security, Accounting, Risk Management, Banking, Business Analysis, Internal Controls, Access, Active Directory
Education
Keystone Diesel Institute 2014 — 2014
Commercial driving license
Bradford School 1987 — 1988
Associate Degree, Accounting
Steel Valley High School 1983 — 1987
High School Diploma, General collegiate
Prime Inc. September 2014 - Present
BNY Mellon November 2006 - January 2014
BNY Mellon August 2003 - November 2006
Mellon Bank June 2000 - August 2003
Skills
Information Security, Accounting, Risk Management, Banking, Business Analysis, Internal Controls, Access, Active Directory
Education
Keystone Diesel Institute 2014 — 2014
Commercial driving license
Bradford School 1987 — 1988
Associate Degree, Accounting
Steel Valley High School 1983 — 1987
High School Diploma, General collegiate
Scott Peterson, CFA Scott Peterson, CFA's BNY Mellon Experience 2014 - Present
Job Senior Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2014 - Present
J.P. Morgan 2012 - 2014
GE Capital Corporation 2004 - 2012
Bank of America / FleetBoston 1995 - 2004
Skills
Wealth Management, Asset Management, Estate Planning, Private Banking, Risk Management, Capital Markets, Portfolio Management
Education
Boston University Questrom School of Business
MBA, Finance
Tufts University
BA, Economics
BNY Mellon 2014 - Present
J.P. Morgan 2012 - 2014
GE Capital Corporation 2004 - 2012
Bank of America / FleetBoston 1995 - 2004
Skills
Wealth Management, Asset Management, Estate Planning, Private Banking, Risk Management, Capital Markets, Portfolio Management
Education
Boston University Questrom School of Business
MBA, Finance
Tufts University
BA, Economics
Steve Dickstein's BNY Mellon Experience March 2008 - February 2012
Job Solutions Architect at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
Mark-Alex Espanol's BNY Mellon Experience May 2012 - August 2012
Job | CEO at Code Midas | Startup Chile Alumni | Body Builder | Growth Hacking Instructor
Industry Marketing and Advertising
Experience
Impact Hub Network September 2014 - Present
Code Midas May 2014 - Present
Skillshare.com November 2013 - Present
LearnLaunchX March 2014 - 2014
Startup Chile July 2013 - December 2013
Art Circle May 2013 - December 2013
Back Bay Group Restaurant Inc. August 2010 - May 2013
BNY Mellon May 2012 - August 2012
Boston University's Undergraduate Investment Fund September 2011 - May 2012
Boston University School of Management September 2010 - December 2010
Skills
Excel, PowerPoint, Word, Valuation, Analysis, Mentoring, Microsoft Excel, Social Media, Outlook, Finance, Start-ups, Management, Microsoft Word, Blogging, Time Management, Marketing, Marketing Strategy, Growth Hacking, Inbound Marketing
Education
Hubspot Academy 2013 — 2013
Inbound Marketing Certification, Inbound Marketing
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science, Business Administration, Finance
Leverage Academy 2010 — 2011
N/a, Investment Banking & Private Equity
Belmont Hill School 2005 — 2009
Impact Hub Network September 2014 - Present
Code Midas May 2014 - Present
Skillshare.com November 2013 - Present
LearnLaunchX March 2014 - 2014
Startup Chile July 2013 - December 2013
Art Circle May 2013 - December 2013
Back Bay Group Restaurant Inc. August 2010 - May 2013
BNY Mellon May 2012 - August 2012
Boston University's Undergraduate Investment Fund September 2011 - May 2012
Boston University School of Management September 2010 - December 2010
Skills
Excel, PowerPoint, Word, Valuation, Analysis, Mentoring, Microsoft Excel, Social Media, Outlook, Finance, Start-ups, Management, Microsoft Word, Blogging, Time Management, Marketing, Marketing Strategy, Growth Hacking, Inbound Marketing
Education
Hubspot Academy 2013 — 2013
Inbound Marketing Certification, Inbound Marketing
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science, Business Administration, Finance
Leverage Academy 2010 — 2011
N/a, Investment Banking & Private Equity
Belmont Hill School 2005 — 2009
Christian Sirney Christian Sirney's BNY Mellon Experience March 2014 - Present
Job Knowledge Analyst at BNY Mellon
Industry Accounting
Experience
BNY Mellon March 2014 - Present
BNY Mellon October 2012 - March 2014
BNY Mellon June 2010 - October 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Fund Accounting, Account Reconciliation, Accruals, Financial Statements, General Ledger, Journal Entries, Pivot Tables, Financial Reporting, Microsoft Office, Peachtree, Financial Accounting, Variance Analysis, Cash Management, Auditing, Finance, Process Improvement, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
MBA Candidate, Finance, Strategy, Information Systems
Bowling Green State University 2006 — 2010
Bachelor of Science (BS), Business Administration specializing in Accounting
BNY Mellon March 2014 - Present
BNY Mellon October 2012 - March 2014
BNY Mellon June 2010 - October 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Fund Accounting, Account Reconciliation, Accruals, Financial Statements, General Ledger, Journal Entries, Pivot Tables, Financial Reporting, Microsoft Office, Peachtree, Financial Accounting, Variance Analysis, Cash Management, Auditing, Finance, Process Improvement, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
MBA Candidate, Finance, Strategy, Information Systems
Bowling Green State University 2006 — 2010
Bachelor of Science (BS), Business Administration specializing in Accounting
Chelsey Kallon Chelsey Kallon's BNY Mellon Experience April 2011 - January 2013
Job Operations Manager at Marbury Wealth Management
Industry Financial Services
Experience
Marbury Wealth Management June 2014 - Present
Catholic Diocese of Pittsburgh January 2013 - April 2014
BNY Mellon April 2011 - January 2013
PNC August 2010 - April 2011
Citizens Bank January 2009 - November 2009
Full Service Network September 2003 - July 2007
Education
Penn Foster 2010 — 2011
diploma, Legal Administrative Assistant/Secretary
Bradford School 2001 — 2003
diploma, Graphic Design
Keystone Oaks 1998 — 2002
Marbury Wealth Management June 2014 - Present
Catholic Diocese of Pittsburgh January 2013 - April 2014
BNY Mellon April 2011 - January 2013
PNC August 2010 - April 2011
Citizens Bank January 2009 - November 2009
Full Service Network September 2003 - July 2007
Education
Penn Foster 2010 — 2011
diploma, Legal Administrative Assistant/Secretary
Bradford School 2001 — 2003
diploma, Graphic Design
Keystone Oaks 1998 — 2002
Dennis Phung's BNY Mellon Experience December 2013 - February 2014
Job Active Member at beta alpha psi
Industry Accounting
Experience
HAJIANI CPA, LLC. January 2015 - Present
Beta Alpha Psi - Gamma Epsilon Chapter September 2014 - Present
BNY Mellon December 2013 - February 2014
Blue Cross Blue Shield of Massachusetts November 2013 - November 2013
BNY Mellon May 2013 - September 2013
Granite Telecommunications January 2013 - March 2013
Walgreens December 2012 - January 2013
Marshalls April 2010 - April 2012
Target September 2008 - January 2009
PriceRite January 2007 - November 2007
Skills
Teamwork, Spreadsheets, Languages, Cantonese, Sales, Customer Service, Time Management, Analytical Skills, English, Multilingual, Volunteering, Access, Critical Thinking, Translation, Vlookup, Pivot Tables, Macro, Macro Analysis, Pareto Charts, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Clarity FSR, QuickBooks, UltraTax, PowerPoint
Education
Bridgewater State College 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Massasoit Community College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Brockton High School 2002 — 2006
2.7
HAJIANI CPA, LLC. January 2015 - Present
Beta Alpha Psi - Gamma Epsilon Chapter September 2014 - Present
BNY Mellon December 2013 - February 2014
Blue Cross Blue Shield of Massachusetts November 2013 - November 2013
BNY Mellon May 2013 - September 2013
Granite Telecommunications January 2013 - March 2013
Walgreens December 2012 - January 2013
Marshalls April 2010 - April 2012
Target September 2008 - January 2009
PriceRite January 2007 - November 2007
Skills
Teamwork, Spreadsheets, Languages, Cantonese, Sales, Customer Service, Time Management, Analytical Skills, English, Multilingual, Volunteering, Access, Critical Thinking, Translation, Vlookup, Pivot Tables, Macro, Macro Analysis, Pareto Charts, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Clarity FSR, QuickBooks, UltraTax, PowerPoint
Education
Bridgewater State College 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Massasoit Community College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Brockton High School 2002 — 2006
2.7
Thomas Hampe's BNY Mellon Experience 2002 - 2003
Job Business Development / Operations Professional
Industry Consumer Goods
Experience
3R Gloves Inc 2011 - 2014
Ecoglove USA 2007 - 2010
Hertz 2006 - 2008
Bankers Life 2004 - 2006
Emporia State University 2003 - 2004
BNY Mellon 2002 - 2003
Deloitte 2000 - 2000
Skills
Business Planning, Operation Leadership, Solution Engineering, Contract Negotiation, Financial Oversight, Strategic Partner..., Analysis/Forecasting/Inv..., Cross-functional Team..., Supply Chain Management, Systems Implementation, International Business, Concept Design /..., Program Management, New Business Development, Marketing Strategy, Entrepreneurship, Corporate Finance, International Sales, Business Development, Strategic Partnerships, Management Consulting, Product Development
Education
Emporia State University
Master of Business Administration (MBA), Health/Health Care Administration/Management
Solvay Business School
Master of Business Administration (MBA), Excecutive MBA
Bowling Green State University
Bachelor of Arts (BA), International Business
European American Institute of Technology (CERAM)
Bachelor's degree, International Business
3R Gloves Inc 2011 - 2014
Ecoglove USA 2007 - 2010
Hertz 2006 - 2008
Bankers Life 2004 - 2006
Emporia State University 2003 - 2004
BNY Mellon 2002 - 2003
Deloitte 2000 - 2000
Skills
Business Planning, Operation Leadership, Solution Engineering, Contract Negotiation, Financial Oversight, Strategic Partner..., Analysis/Forecasting/Inv..., Cross-functional Team..., Supply Chain Management, Systems Implementation, International Business, Concept Design /..., Program Management, New Business Development, Marketing Strategy, Entrepreneurship, Corporate Finance, International Sales, Business Development, Strategic Partnerships, Management Consulting, Product Development
Education
Emporia State University
Master of Business Administration (MBA), Health/Health Care Administration/Management
Solvay Business School
Master of Business Administration (MBA), Excecutive MBA
Bowling Green State University
Bachelor of Arts (BA), International Business
European American Institute of Technology (CERAM)
Bachelor's degree, International Business
Tatyana Roman Tatyana Roman's BNY Mellon Experience August 2014 - Present
Job Vice President, Service Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon April 2013 - August 2014
BNY Mellon June 2007 - April 2013
ANN INC. December 2003 - June 2007
CVS Pharmacy June 2002 - December 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Finance, Equities, Financial Accounting, Fund Accounting, Auditing, General Ledger, Financial Services, Risk Management, US GAAP, Internal Audit, Financial Statements, Cash Flow, Accounts Payable, Accounts Receivable, Microsoft Excel, Managerial Finance, Financial Audits, GAAP, Accruals, SEC filings, Cost Accounting, Consolidation
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brandeis University 2003 — 2007
Bachelor of Arts (BA), Economics
BNY Mellon August 2014 - Present
BNY Mellon April 2013 - August 2014
BNY Mellon June 2007 - April 2013
ANN INC. December 2003 - June 2007
CVS Pharmacy June 2002 - December 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Finance, Equities, Financial Accounting, Fund Accounting, Auditing, General Ledger, Financial Services, Risk Management, US GAAP, Internal Audit, Financial Statements, Cash Flow, Accounts Payable, Accounts Receivable, Microsoft Excel, Managerial Finance, Financial Audits, GAAP, Accruals, SEC filings, Cost Accounting, Consolidation
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brandeis University 2003 — 2007
Bachelor of Arts (BA), Economics
Sarah Al-Obaidi Sarah Al-Obaidi's BNY Mellon Experience December 2012 - February 2014
Job Senior Financial Analyst at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon January 2008 - January 2013
Investor’s Bank & Trust June 2005 - October 2005
Putnam Investments 2003 - 2005
Skills
Bloomberg, Microsoft Office, Analysis, Problem Solving, Process Development, Fund Accounting, Process Simulation, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Fixed Income, Financial Reporting, Auditing, Portfolio Management, Risk Management, Securities, Microsoft Excel, Finance, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Entrepreneurship and Public Administration, 4.0
Bridgewater State University 2001 — 2005
BS in Finance, Accounting & Finance, 3.6
Dunkin' Brands February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon January 2008 - January 2013
Investor’s Bank & Trust June 2005 - October 2005
Putnam Investments 2003 - 2005
Skills
Bloomberg, Microsoft Office, Analysis, Problem Solving, Process Development, Fund Accounting, Process Simulation, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Fixed Income, Financial Reporting, Auditing, Portfolio Management, Risk Management, Securities, Microsoft Excel, Finance, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Entrepreneurship and Public Administration, 4.0
Bridgewater State University 2001 — 2005
BS in Finance, Accounting & Finance, 3.6
William Douglass William Douglass's BNY Mellon Experience October 2008 - February 2013
Job Licensed Insurance & Annuities Broker at Gateway Strategies National Insurance
Industry Financial Services
Experience
Gateway Strategies National Insurance March 2015 - Present
Lincoln Heritage August 2014 - Present
Federal Financial Group LLC March 2014 - Present
Toyota December 2013 - March 2014
Davison June 2013 - August 2013
Central Payment March 2013 - April 2013
BNY Mellon October 2008 - February 2013
Skills
Account Management, Salesforce.com, New Business Development, Solution Selling, Lead Generation, B2B, Marketing Strategy, Social Media, Sales Management, Sales Process, Cold Calling, SaaS, Accounting, Time Management, Finance
Education
Point Park University 2009 — 2014
Bachelor's degree, Accounting
Bradford School 2007 — 2008
Associate's degree, Accounting
Gateway Strategies National Insurance March 2015 - Present
Lincoln Heritage August 2014 - Present
Federal Financial Group LLC March 2014 - Present
Toyota December 2013 - March 2014
Davison June 2013 - August 2013
Central Payment March 2013 - April 2013
BNY Mellon October 2008 - February 2013
Skills
Account Management, Salesforce.com, New Business Development, Solution Selling, Lead Generation, B2B, Marketing Strategy, Social Media, Sales Management, Sales Process, Cold Calling, SaaS, Accounting, Time Management, Finance
Education
Point Park University 2009 — 2014
Bachelor's degree, Accounting
Bradford School 2007 — 2008
Associate's degree, Accounting
Dan Varley Dan Varley's BNY Mellon Experience March 2015 - Present
Job Marketing Manager, Private Banks and RIAs
Industry Investment Management
Experience
BNY Mellon March 2015 - Present
Neuberger Berman May 2014 - March 2015
AllianceBernstein April 2009 - May 2014
ClubCreate April 2011 - January 2012
AllianceBernstein December 2005 - April 2009
Skills
Marketing Strategy, Institutional Sales, Series 63, Copywriting, Event Management, Excellent communication..., Digital Marketing, Email Marketing, Website Development, Institutional..., Manage Client..., series 7, Series 7, Portfolio Management, Fixed Income, CRM
Education
Bowdoin College 2001 — 2005
B.A., English
BNY Mellon March 2015 - Present
Neuberger Berman May 2014 - March 2015
AllianceBernstein April 2009 - May 2014
ClubCreate April 2011 - January 2012
AllianceBernstein December 2005 - April 2009
Skills
Marketing Strategy, Institutional Sales, Series 63, Copywriting, Event Management, Excellent communication..., Digital Marketing, Email Marketing, Website Development, Institutional..., Manage Client..., series 7, Series 7, Portfolio Management, Fixed Income, CRM
Education
Bowdoin College 2001 — 2005
B.A., English
Glenda Nguyen's BNY Mellon Experience May 2012 - August 2013
Job Project Accountant
Industry Construction
Experience
Liberty Construction Services June 2015 - Present
Standish Mellon Asset Management August 2013 - June 2015
BNY Mellon May 2012 - August 2013
BNY Mellon January 2009 - May 2012
Vantage Deluxe World Travel May 2008 - December 2008
The Herb Chambers Companies. June 2003 - May 2008
Education
Brandeis University International Business School 2010 — 2013
Master of Science, Finance
University of Massachusetts Boston 2004 — 2008
Bachelor of Science, Accounting
Liberty Construction Services June 2015 - Present
Standish Mellon Asset Management August 2013 - June 2015
BNY Mellon May 2012 - August 2013
BNY Mellon January 2009 - May 2012
Vantage Deluxe World Travel May 2008 - December 2008
The Herb Chambers Companies. June 2003 - May 2008
Education
Brandeis University International Business School 2010 — 2013
Master of Science, Finance
University of Massachusetts Boston 2004 — 2008
Bachelor of Science, Accounting
Angelo Innamorato Angelo Innamorato's BNY Mellon Experience October 2012 - Present
Job Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Merrill Lynch May 2011 - September 2011
Maxim Crane Works, LP May 2010 - September 2010
Maxim Crane Works, LP May 2009 - September 2009
Giant Eagle May 2008 - September 2008
Fab-Tec Industries January 2004 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, VBA, Matlab, Stata, Bloomberg Terminal, Capital IQ, Global Insight, Bloomberg, Equity Valuation, Financial Modeling, Econometrics, Risk Management, Investments, Quantitative Analytics, Economics
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, Economics, Finance
Copenhagen Business School 2012 — 2012
University of Pittsburgh 2008 — 2010
B.S., Economics
The College of Wooster
BNY Mellon October 2012 - Present
Merrill Lynch May 2011 - September 2011
Maxim Crane Works, LP May 2010 - September 2010
Maxim Crane Works, LP May 2009 - September 2009
Giant Eagle May 2008 - September 2008
Fab-Tec Industries January 2004 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, VBA, Matlab, Stata, Bloomberg Terminal, Capital IQ, Global Insight, Bloomberg, Equity Valuation, Financial Modeling, Econometrics, Risk Management, Investments, Quantitative Analytics, Economics
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, Economics, Finance
Copenhagen Business School 2012 — 2012
University of Pittsburgh 2008 — 2010
B.S., Economics
The College of Wooster
Anthony Breen Anthony Breen's BNY Mellon Experience 2011 - February 2014
Job MBA Candidate at BU
Industry Capital Markets
Experience
Sankaty Advisors March 2014 - March 2015
BNY Mellon 2011 - February 2014
GFT USA, Inc. July 2010 - February 2014
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
B.S., Computer Science
Sankaty Advisors March 2014 - March 2015
BNY Mellon 2011 - February 2014
GFT USA, Inc. July 2010 - February 2014
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
B.S., Computer Science
Michael Mrozinski Michael Mrozinski's BNY Mellon Experience July 2011 - Present
Job Real Estate Investments
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
JPMorgan Chase October 2008 - July 2011
Washington Mutual September 2002 - October 2008
New York State Housing Finance Agency/State of New York Mortgage Agency January 1998 - September 2002
Standard & Poor's May 1992 - December 1997
Education
Indiana University Bloomington 1989 — 1991
Master of Public Administration (MPA), Public Policy Analysis
Bowling Green State University 1985 — 1989
Bachelor of Arts (B.A.), Public Policy
BNY Mellon July 2011 - Present
JPMorgan Chase October 2008 - July 2011
Washington Mutual September 2002 - October 2008
New York State Housing Finance Agency/State of New York Mortgage Agency January 1998 - September 2002
Standard & Poor's May 1992 - December 1997
Education
Indiana University Bloomington 1989 — 1991
Master of Public Administration (MPA), Public Policy Analysis
Bowling Green State University 1985 — 1989
Bachelor of Arts (B.A.), Public Policy
Jonathan Carlson Jonathan Carlson's BNY Mellon Experience March 2014 - June 2014
Job Associate at Ernst & Young
Industry Law Practice
Experience
BNY Mellon March 2014 - June 2014
Ernst & Young June 2013 - August 2013
Raytheon November 2012 - March 2013
Liberty Mutual Insurance December 2009 - August 2011
PGA TOUR June 2008 - November 2009
Skills
Legal Research, Due Diligence, Public Speaking, Financial Analysis, Research, Risk Management, Legal Writing, Tax, Lexis, Tax Law, Westlaw, Litigation
Education
Boston University School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
Northeastern University 2011 — 2014
Doctor of Law (J.D.), Tax Law/Taxation; Corporate Law; Business Law
The University of Connecticut 2004 — 2008
Bachelor of Arts (B.A.), Economics
BNY Mellon March 2014 - June 2014
Ernst & Young June 2013 - August 2013
Raytheon November 2012 - March 2013
Liberty Mutual Insurance December 2009 - August 2011
PGA TOUR June 2008 - November 2009
Skills
Legal Research, Due Diligence, Public Speaking, Financial Analysis, Research, Risk Management, Legal Writing, Tax, Lexis, Tax Law, Westlaw, Litigation
Education
Boston University School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
Northeastern University 2011 — 2014
Doctor of Law (J.D.), Tax Law/Taxation; Corporate Law; Business Law
The University of Connecticut 2004 — 2008
Bachelor of Arts (B.A.), Economics
Purnachandra Chitadi Purnachandra Chitadi's BNY Mellon Experience September 2014 - Present
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
Federal Express November 1998 - June 2014
Skills
SOA, Oracle, SDLC, Weblogic, Enterprise Architecture, XML, Requirements Analysis, Unix, Web Services, PL/SQL, Unix Shell Scripting, JMS, SQL, Data Warehousing, Agile Methodologies, Java, Java Enterprise Edition, Spring, Business Analysis, Logistics, Air Freight, Transportation, Visio, Software Development, Sybase, Testing, Perl, C, SOAP, Project Management, Shell Scripting, Linux, Hibernate, Spring Framework, WebLogic
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (M.B.A.)
Bradley University 1996 — 1998
Master of Computer Applications (MCA)
BNY Mellon September 2014 - Present
Federal Express November 1998 - June 2014
Skills
SOA, Oracle, SDLC, Weblogic, Enterprise Architecture, XML, Requirements Analysis, Unix, Web Services, PL/SQL, Unix Shell Scripting, JMS, SQL, Data Warehousing, Agile Methodologies, Java, Java Enterprise Edition, Spring, Business Analysis, Logistics, Air Freight, Transportation, Visio, Software Development, Sybase, Testing, Perl, C, SOAP, Project Management, Shell Scripting, Linux, Hibernate, Spring Framework, WebLogic
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (M.B.A.)
Bradley University 1996 — 1998
Master of Computer Applications (MCA)
Rachel Brizzi Rachel Brizzi's BNY Mellon Experience January 2008 - May 2012
Job Administrative Assistant at Spielman Koenigsberg & Parker, LLP
Industry Accounting
Experience
Spielman Koenigsberg & Parker, LLP September 2012 - Present
BNY Mellon January 2008 - May 2012
Winter Park Laser & Anti-Aging Center September 2007 - January 2008
Soto Salon and Spa May 2005 - May 2007
Skills
Office Administration, Customer Service, People Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Product Ordering, Training, Phone Skills, Marketing, Advertising, Reports Analysis, Salons, Investment Banking, Solid computer skills, Learning Quickly, Customer Satisfaction, Organization, Outlook, Communication Skills, MS Excel Pivot Tables, Appointment Scheduling, Highly detail oriented, Social Networking, Communication
Education
Bowling Green State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Sidney High School 1999 — 2003
Diploma
Spielman Koenigsberg & Parker, LLP September 2012 - Present
BNY Mellon January 2008 - May 2012
Winter Park Laser & Anti-Aging Center September 2007 - January 2008
Soto Salon and Spa May 2005 - May 2007
Skills
Office Administration, Customer Service, People Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Product Ordering, Training, Phone Skills, Marketing, Advertising, Reports Analysis, Salons, Investment Banking, Solid computer skills, Learning Quickly, Customer Satisfaction, Organization, Outlook, Communication Skills, MS Excel Pivot Tables, Appointment Scheduling, Highly detail oriented, Social Networking, Communication
Education
Bowling Green State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Sidney High School 1999 — 2003
Diploma
Jonathan Dagle's BNY Mellon Experience December 2012 - October 2014
Job REIT Operations Analyst at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management October 2014 - Present
BNY Mellon December 2012 - October 2014
New York Life Insurance Company July 2012 - December 2012
Gemline January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Bloomberg Terminal, V Lookups, MS Excel Pivot Tables, Account Reconciliation, ERP, Social Networking, Management
Education
Boston University - School of Management 2008 — 2012
Bachelor's Degree, Finance, Operations Management, Minor Economics
AEW Capital Management October 2014 - Present
BNY Mellon December 2012 - October 2014
New York Life Insurance Company July 2012 - December 2012
Gemline January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Bloomberg Terminal, V Lookups, MS Excel Pivot Tables, Account Reconciliation, ERP, Social Networking, Management
Education
Boston University - School of Management 2008 — 2012
Bachelor's Degree, Finance, Operations Management, Minor Economics
Vanna Tran Vanna Tran's BNY Mellon Experience December 2014 - Present
Job Reconciliation Specialist at BNY Mellon
Industry
Experience
Shabu-Zen August 2013 - Present
BNY Mellon December 2014 - Present
Boston University Physical Education, Recreation, and Dance September 2011 - June 2014
swissnex China February 2013 - May 2013
Payless ShoeSource June 2011 - August 2011
Skills
Vietnamese, Mandarin, Facebook, PowerPoint, Google Docs, Microsoft Word, Microsoft Excel, FileMaker, Twitter, Teamwork, Customer Service, Social Media, Social Media Marketing
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Operations Management, Finance, International Management, 3.54
Fudan University 2013 — 2013
Shanghai Internship Program
Shabu-Zen August 2013 - Present
BNY Mellon December 2014 - Present
Boston University Physical Education, Recreation, and Dance September 2011 - June 2014
swissnex China February 2013 - May 2013
Payless ShoeSource June 2011 - August 2011
Skills
Vietnamese, Mandarin, Facebook, PowerPoint, Google Docs, Microsoft Word, Microsoft Excel, FileMaker, Twitter, Teamwork, Customer Service, Social Media, Social Media Marketing
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Operations Management, Finance, International Management, 3.54
Fudan University 2013 — 2013
Shanghai Internship Program
John Montesi John Montesi's BNY Mellon Experience June 1989 - January 1998
Job Managing Director at Annaly Capital Management
Industry Financial Services
Experience
Annaly Capital Management August 2015 - Present
GE Capital February 1998 - August 2015
BNY Mellon June 1989 - January 1998
Skills
Capital Markets, Loans, Real Estate Transactions, Mezzanine Debt Placement, Portfolio Management, Real Estate Loan..., Real Estate Loan..., Client Development, Commercial Real Estate, Asset Management, Investments, Staff Development, New Business Development, Team Leadership, Mortgage Banking, Loan Sales, Mezzanine, Loan Origination, Real Estate Financing, Commercial Mortgages, Mortgage Lending
Education
Boston University Questrom School of Business 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Tufts University 1978 — 1982
Bachelor’s Degree, Bachelor of Science
Annaly Capital Management August 2015 - Present
GE Capital February 1998 - August 2015
BNY Mellon June 1989 - January 1998
Skills
Capital Markets, Loans, Real Estate Transactions, Mezzanine Debt Placement, Portfolio Management, Real Estate Loan..., Real Estate Loan..., Client Development, Commercial Real Estate, Asset Management, Investments, Staff Development, New Business Development, Team Leadership, Mortgage Banking, Loan Sales, Mezzanine, Loan Origination, Real Estate Financing, Commercial Mortgages, Mortgage Lending
Education
Boston University Questrom School of Business 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Tufts University 1978 — 1982
Bachelor’s Degree, Bachelor of Science
Arlette Maher's BNY Mellon Experience June 2015 - August 2015
Job Student at Boston University Questrom School of Business
Industry
Experience
WegoWise, Inc. September 2015 - Present
Abercrombie & Fitch November 2013 - September 2015
BNY Mellon June 2015 - August 2015
BNY Mellon May 2014 - August 2014
HedgeMark International, LLC April 2013 - June 2013
Mount Snow November 2011 - March 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, iMovie, Photoshop, Research, Social Media, Public Speaking, Event Planning, Social Networking, Data Analysis, Data Entry, Time Management, Teamwork
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration, International Management
Eastchester High School 2009 — 2013
WegoWise, Inc. September 2015 - Present
Abercrombie & Fitch November 2013 - September 2015
BNY Mellon June 2015 - August 2015
BNY Mellon May 2014 - August 2014
HedgeMark International, LLC April 2013 - June 2013
Mount Snow November 2011 - March 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, iMovie, Photoshop, Research, Social Media, Public Speaking, Event Planning, Social Networking, Data Analysis, Data Entry, Time Management, Teamwork
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration, International Management
Eastchester High School 2009 — 2013
Kristen Sands, MBA Kristen Sands, MBA's BNY Mellon Experience January 2015 - Present
Job
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
State Street October 2011 - January 2015
Kris10Take1 August 2010 - June 2013
State Street Bank November 2006 - June 2012
State Street Bank August 2005 - October 2006
Skills
Marketing Strategy, Social Media, Team Oriented, Business Strategy, Business Development, Client Relationship..., Client Services, Operations, PowerPoint, Team Leadership, Marketing Communications, Writing, Global Operations, Training & Development, Process Consulting, Building Relationships, Teamwork, Cross-functional Team..., FX, Financial Markets, Excel, Strategic Analysis, Blogging, Data Analysis, Collaborative Problem..., Event Planning, FX Options, Financial Services, CRM, WordPress, SharePoint, Content Writing, communications, Political Campaigns, Constant Contact, Analysis, Mutual Funds, Microsoft Excel, Trading, Management
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Marketing, Strategy Analysis
The University of Connecticut School of Business 2001 — 2005
Bachlors, Finance
BNY Mellon January 2015 - Present
State Street October 2011 - January 2015
Kris10Take1 August 2010 - June 2013
State Street Bank November 2006 - June 2012
State Street Bank August 2005 - October 2006
Skills
Marketing Strategy, Social Media, Team Oriented, Business Strategy, Business Development, Client Relationship..., Client Services, Operations, PowerPoint, Team Leadership, Marketing Communications, Writing, Global Operations, Training & Development, Process Consulting, Building Relationships, Teamwork, Cross-functional Team..., FX, Financial Markets, Excel, Strategic Analysis, Blogging, Data Analysis, Collaborative Problem..., Event Planning, FX Options, Financial Services, CRM, WordPress, SharePoint, Content Writing, communications, Political Campaigns, Constant Contact, Analysis, Mutual Funds, Microsoft Excel, Trading, Management
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Marketing, Strategy Analysis
The University of Connecticut School of Business 2001 — 2005
Bachlors, Finance
Gregg Pendergast's BNY Mellon Experience 1991 - 1998
Job Job Services Representative at The Massachusetts Executive Office of Labor and Workforce Development (EOLWD)
Industry Investment Management
Experience
Primerica April 2013 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) February 2015 - July 2015
CareerWorks 2011 - February 2015
Mellon Capital Management 2009 - 2010
Franklin Portfolio Associates 2005 - 2009
Franklin Portfolio Associates 1998 - 2004
BNY Mellon 1991 - 1998
Skills
Securities, Asset Management, Trading, Risk Management, Financial Services, Valuation, Equities, Project Management, Investment Management, Microsoft Office, Operations Management, Compliance, Bank Reconciliation, Compliance Testing, Regulatory Filings, Error Analysis, Presentations, Trade Processing, Supervising, Training Delivery, Mutual Funds, Life Insurance, Retirement Planning, Retirement Savings, Securities License, Series 63
Education
Bridgewater State College 1978 — 1979
None, Coursework
Primerica April 2013 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) February 2015 - July 2015
CareerWorks 2011 - February 2015
Mellon Capital Management 2009 - 2010
Franklin Portfolio Associates 2005 - 2009
Franklin Portfolio Associates 1998 - 2004
BNY Mellon 1991 - 1998
Skills
Securities, Asset Management, Trading, Risk Management, Financial Services, Valuation, Equities, Project Management, Investment Management, Microsoft Office, Operations Management, Compliance, Bank Reconciliation, Compliance Testing, Regulatory Filings, Error Analysis, Presentations, Trade Processing, Supervising, Training Delivery, Mutual Funds, Life Insurance, Retirement Planning, Retirement Savings, Securities License, Series 63
Education
Bridgewater State College 1978 — 1979
None, Coursework
Gilbert Cham's BNY Mellon Experience June 2007 - August 2007
Job Financial Coordinator at MGH
Industry Hospital & Health Care
Experience
Massachusetts General Hospital May 2015 - Present
Action for Boston Community Development, Inc. November 2014 - May 2015
Bank of America August 2011 - August 2014
Ocean State Job Lot May 2010 - July 2011
BNY Mellon June 2007 - August 2007
Skills
Finance, Banking, Sales, Compliance, Customer Service, Teamwork, Cooperation, Microsoft Excel, PowerPoint, Financial Risk, Loans, Accounting, Financial Analysis, Management, Risk Management, Small Business, Microsoft Word
Education
Bridgewater State College 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance
Massachusetts General Hospital May 2015 - Present
Action for Boston Community Development, Inc. November 2014 - May 2015
Bank of America August 2011 - August 2014
Ocean State Job Lot May 2010 - July 2011
BNY Mellon June 2007 - August 2007
Skills
Finance, Banking, Sales, Compliance, Customer Service, Teamwork, Cooperation, Microsoft Excel, PowerPoint, Financial Risk, Loans, Accounting, Financial Analysis, Management, Risk Management, Small Business, Microsoft Word
Education
Bridgewater State College 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance
Anabela Borges's BNY Mellon Experience March 2008 - Present
Job Vice President, Service Director, US Financial Institutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2008 - Present
BNY Mellon February 2006 - March 2008
BNY Mellon January 2003 - February 2006
State Street June 2000 - January 2003
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Bridgewater State College 1995 — 2000
Bachelor of Science (B.S.), Accounting and Finance
BNY Mellon March 2008 - Present
BNY Mellon February 2006 - March 2008
BNY Mellon January 2003 - February 2006
State Street June 2000 - January 2003
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Bridgewater State College 1995 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Nancy BRICKLEY Nancy BRICKLEY's BNY Mellon Experience 2013 - Present
Job Senior DIrector, Wealth Management at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2013 - Present
Highmount Capital 2009 - 2013
North American Management 2004 - 2008
H.C. Wainwright 2000 - 2001
Bank of Boston 1986 - 2000
Skills
Asset Management, Asset Managment, Equities, Investment Management, Portfolio Management, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Investments, Strategic Financial..., Currency, Valuation, Mutual Funds, Investment Strategies, Asset Allocation, Financial Planning
Education
Boston University - School of Management
MBA
Wellesley College
BA
BNY Mellon 2013 - Present
Highmount Capital 2009 - 2013
North American Management 2004 - 2008
H.C. Wainwright 2000 - 2001
Bank of Boston 1986 - 2000
Skills
Asset Management, Asset Managment, Equities, Investment Management, Portfolio Management, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Investments, Strategic Financial..., Currency, Valuation, Mutual Funds, Investment Strategies, Asset Allocation, Financial Planning
Education
Boston University - School of Management
MBA
Wellesley College
BA
Laura Anctil's BNY Mellon Experience 1993 - 2007
Job Community Outreach Specialist at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group April 2013 - April 2015
UnitedHealth Group December 2011 - March 2013
US Treasury February 2010 - March 2010
TD Bank April 2007 - October 2009
BNY Mellon 1993 - 2007
Skills
Community Development, Grants, Affordable Housing, Community Outreach, Nonprofits, Program Development, Volunteer Management, Grant Writing, Philanthropy, Policy Analysis, Non-profit..., Workshop Facilitation, Event Planning, Program Evaluation, Fundraising, Public Speaking, Public Policy, Policy, Program Management
Education
Bridgewater State College 1983 — 1987
BS, Business
UnitedHealth Group April 2013 - April 2015
UnitedHealth Group December 2011 - March 2013
US Treasury February 2010 - March 2010
TD Bank April 2007 - October 2009
BNY Mellon 1993 - 2007
Skills
Community Development, Grants, Affordable Housing, Community Outreach, Nonprofits, Program Development, Volunteer Management, Grant Writing, Philanthropy, Policy Analysis, Non-profit..., Workshop Facilitation, Event Planning, Program Evaluation, Fundraising, Public Speaking, Public Policy, Policy, Program Management
Education
Bridgewater State College 1983 — 1987
BS, Business
Alec Root Alec Root's BNY Mellon Experience June 2013 - August 2013
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Bowdoin College August 2011 - May 2015
MAI Wealth Advisors, LLC June 2014 - August 2014
BNY Mellon June 2013 - August 2013
D.B. Root & Company June 2012 - August 2012
Skills
Data Analysis, Research
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Government & Legal Studies
The Taft School 2008 — 2011
HS Diploma
Cambridge Associates July 2015 - Present
Bowdoin College August 2011 - May 2015
MAI Wealth Advisors, LLC June 2014 - August 2014
BNY Mellon June 2013 - August 2013
D.B. Root & Company June 2012 - August 2012
Skills
Data Analysis, Research
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Government & Legal Studies
The Taft School 2008 — 2011
HS Diploma
Paul Camomilli's BNY Mellon Experience May 2013 - August 2013
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - August 2014
MNI Indicators Deutsche Börse Group March 2014 - April 2014
Royal Bank of Scotland February 2014 - March 2014
BNY Mellon May 2013 - August 2013
Brigos Capital Management January 2013 - May 2013
BU Finance and Investment Club September 2012 - May 2013
Skills
Microsoft Office, Analysis, Public Speaking, Research, Data Analysis, Investments, Finance, Economics, Management Consulting, Project Management
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Finance, Summa Cum Laude (Top 5%)
Joel Barlow High School 2007 — 2011
High School, Graduated with Academic Distinction
Credit Suisse May 2014 - August 2014
MNI Indicators Deutsche Börse Group March 2014 - April 2014
Royal Bank of Scotland February 2014 - March 2014
BNY Mellon May 2013 - August 2013
Brigos Capital Management January 2013 - May 2013
BU Finance and Investment Club September 2012 - May 2013
Skills
Microsoft Office, Analysis, Public Speaking, Research, Data Analysis, Investments, Finance, Economics, Management Consulting, Project Management
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Finance, Summa Cum Laude (Top 5%)
Joel Barlow High School 2007 — 2011
High School, Graduated with Academic Distinction
Phil Marrone's BNY Mellon Experience May 2012 - September 2012
Job Health Insurance Analyst at NFP Health
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
NFP Health January 2015 - August 2015
CVS Caremark Corporation March 2014 - January 2015
Dynamic Logic - Millward Brown's Digital Practice April 2013 - May 2013
BNY Mellon May 2012 - September 2012
Worcester Public Schools February 2012 - May 2012
MassLPA January 2008 - December 2011
Electronics Recycling International June 2011 - September 2011
Sunshine Review/State Budget Solutions June 2010 - September 2010
City of Fitchburg January 2010 - March 2010
Skills
Mathematics, Statistics, Economics, SPSS, Linux, Market Research, Data Management, Calculus, Research, Policy Analysis, Data Entry, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Qualitative Research, Teaching, Public Policy, Macroeconomics, Strategic Planning, Politics, Microsoft Word, Community Outreach, Policy, Social Networking, Social Media Marketing, Customer Service, Leadership, Blogging, Teamwork, Management, Project Management, System Administration, Media Relations, Entrepreneurship, Nonprofits, Google Analytics, HTML, PHP, Survey coding, Social Media Advertising, Mobile Advertising, Mobile Marketing, Social Media, Ruby on Rails, Python, Web Development, Quantitative Research
Education
Fitchburg State University 2006 — 2011
Bachelor of Science (B.S.), Economics/International Studies and Literature, 3.5
Bridgewater State College 2008 — 2009
Algonquin Regional High School 2002 — 2006
HS Diploma
Fidelity Investments August 2015 - Present
NFP Health January 2015 - August 2015
CVS Caremark Corporation March 2014 - January 2015
Dynamic Logic - Millward Brown's Digital Practice April 2013 - May 2013
BNY Mellon May 2012 - September 2012
Worcester Public Schools February 2012 - May 2012
MassLPA January 2008 - December 2011
Electronics Recycling International June 2011 - September 2011
Sunshine Review/State Budget Solutions June 2010 - September 2010
City of Fitchburg January 2010 - March 2010
Skills
Mathematics, Statistics, Economics, SPSS, Linux, Market Research, Data Management, Calculus, Research, Policy Analysis, Data Entry, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Qualitative Research, Teaching, Public Policy, Macroeconomics, Strategic Planning, Politics, Microsoft Word, Community Outreach, Policy, Social Networking, Social Media Marketing, Customer Service, Leadership, Blogging, Teamwork, Management, Project Management, System Administration, Media Relations, Entrepreneurship, Nonprofits, Google Analytics, HTML, PHP, Survey coding, Social Media Advertising, Mobile Advertising, Mobile Marketing, Social Media, Ruby on Rails, Python, Web Development, Quantitative Research
Education
Fitchburg State University 2006 — 2011
Bachelor of Science (B.S.), Economics/International Studies and Literature, 3.5
Bridgewater State College 2008 — 2009
Algonquin Regional High School 2002 — 2006
HS Diploma
David Ondik David Ondik's BNY Mellon Experience June 2010 - November 2012
Job Owner at The Yard An American Gastropub
Industry Banking
Experience
The Yard - Market Square May 2015 - Present
The Yard - An American Gastropub February 2014 - Present
Coach's Bottleshop & Grille February 2013 - Present
Cline Financial November 2012 - 2013
BNY Mellon June 2010 - November 2012
JP Morgan Chase June 2008 - June 2010
JP Morgan Chase June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Risk Management, Trading, Securities Lending, Collateral Management, Middle Office, Settlement, Relationship Management, Equities, Investment Banking
Education
Boston University Graduate School of Management 2011 — 2013
MSM, Banking and Financial Services Management
Duquesne University 2004 — 2008
·Bachelor of Science in Business Administration, Finance and Investment Management
The Yard - Market Square May 2015 - Present
The Yard - An American Gastropub February 2014 - Present
Coach's Bottleshop & Grille February 2013 - Present
Cline Financial November 2012 - 2013
BNY Mellon June 2010 - November 2012
JP Morgan Chase June 2008 - June 2010
JP Morgan Chase June 2007 - August 2007
Skills
Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Risk Management, Trading, Securities Lending, Collateral Management, Middle Office, Settlement, Relationship Management, Equities, Investment Banking
Education
Boston University Graduate School of Management 2011 — 2013
MSM, Banking and Financial Services Management
Duquesne University 2004 — 2008
·Bachelor of Science in Business Administration, Finance and Investment Management
Shannon Webb's BNY Mellon Experience 1996 - 1997
Job Trust Client Service Administrator at Ropes and Gray
Industry Financial Services
Experience
Ropes and Gray May 2015 - Present
UBS Financial Services, Inc. March 2012 - April 2015
Silver Bridge Advisors 2010 - 2011
Estabrook and Chamberlain Inurance Agency 2003 - 2004
TFC Financial Mangement 2002 - 2003
Atlantic Trust Company 2000 - 2002
Atlantic Trust Company 2000 - 2000
Atlantic Trust Company 1999 - 2000
Atlantic Trust Company 1997 - 1999
BNY Mellon 1996 - 1997
Education
Bridgewater State College 1992 — 1996
BS, Psychology
Ropes and Gray May 2015 - Present
UBS Financial Services, Inc. March 2012 - April 2015
Silver Bridge Advisors 2010 - 2011
Estabrook and Chamberlain Inurance Agency 2003 - 2004
TFC Financial Mangement 2002 - 2003
Atlantic Trust Company 2000 - 2002
Atlantic Trust Company 2000 - 2000
Atlantic Trust Company 1999 - 2000
Atlantic Trust Company 1997 - 1999
BNY Mellon 1996 - 1997
Education
Bridgewater State College 1992 — 1996
BS, Psychology
Jakub Kucharzyk Jakub Kucharzyk's BNY Mellon Experience May 2015 - Present
Job Vice President/Wealth Management at BNY Mellon
Industry Law Practice
Experience
BNY Mellon May 2015 - Present
Nixon Peabody LLP 2014 - 2015
Milbank, Tweed, Hadley & McCloy LLP 2012 - 2014
Kaye Scholer LLP 2010 - 2012
Withers Bergman LLP 2008 - 2010
PricewaterhouseCoopers 2006 - 2008
United States District Court May 2004 - August 2004
Skills
Tax, Tax Controversy, International Law, Estate Planning, Wills, Probate, Trusts, International Tax, Legal Advice, Tax Law, Powers of Attorney, Legal Research, Corporate Law, High Net Worth..., Restructuring, Legal Writing, Estate Administration, Commercial Litigation
Education
The University of Connecticut School of Law 2003 — 2006
JD, Law
The University of Connecticut School of Business 2002 — 2006
MBA, Business Administration
Brandeis University 1998 — 2002
BA, Psychology, International Business
New York University School of Law
Advanced Professional Certificate in Estate Planning
BNY Mellon May 2015 - Present
Nixon Peabody LLP 2014 - 2015
Milbank, Tweed, Hadley & McCloy LLP 2012 - 2014
Kaye Scholer LLP 2010 - 2012
Withers Bergman LLP 2008 - 2010
PricewaterhouseCoopers 2006 - 2008
United States District Court May 2004 - August 2004
Skills
Tax, Tax Controversy, International Law, Estate Planning, Wills, Probate, Trusts, International Tax, Legal Advice, Tax Law, Powers of Attorney, Legal Research, Corporate Law, High Net Worth..., Restructuring, Legal Writing, Estate Administration, Commercial Litigation
Education
The University of Connecticut School of Law 2003 — 2006
JD, Law
The University of Connecticut School of Business 2002 — 2006
MBA, Business Administration
Brandeis University 1998 — 2002
BA, Psychology, International Business
New York University School of Law
Advanced Professional Certificate in Estate Planning
Cheryl Laser Cheryl Laser's BNY Mellon Experience 2007 - 2010
Job Operational Risk Consultant | SLST/Risk Management at Wells Fargo Bank
Industry Financial Services
Experience
Financial Services Firm July 2011 - December 2011
BNY Mellon 2007 - 2010
BNY Mellon 2003 - 2007
BNY Mellon 2001 - 2003
BNY Mellon 1999 - 2001
BNY Mellon 1996 - 1999
The ASG Companies, formerly known as Asset Strategies Group, Inc. 1992 - 1996
Education
Cannon Financial Institute 2013 — 2014
Trust Audit, Compliance and Risk Management I & II
Bowling Green State University
Bachelor of Music Education, Music Education
Case Western Reserve University
Course Work, Academics
Cleveland Institute of Music
Master of Fine Arts, Music
New York University
Certificate of Corporate Training, Learning and Development
Financial Services Firm July 2011 - December 2011
BNY Mellon 2007 - 2010
BNY Mellon 2003 - 2007
BNY Mellon 2001 - 2003
BNY Mellon 1999 - 2001
BNY Mellon 1996 - 1999
The ASG Companies, formerly known as Asset Strategies Group, Inc. 1992 - 1996
Education
Cannon Financial Institute 2013 — 2014
Trust Audit, Compliance and Risk Management I & II
Bowling Green State University
Bachelor of Music Education, Music Education
Case Western Reserve University
Course Work, Academics
Cleveland Institute of Music
Master of Fine Arts, Music
New York University
Certificate of Corporate Training, Learning and Development
Jocelyn Beauregard, SPHR, SHRM-SCP Jocelyn Beauregard, SPHR, SHRM-SCP's BNY Mellon Experience January 2011 - July 2014
Job HR Manager | Business Partner at People's United Bank
Industry Human Resources
Experience
People's United Bank May 2015 - Present
BNY Mellon January 2011 - July 2014
HR Consulting 2008 - 2010
Invensys March 2006 - April 2008
Bose Corporation July 1995 - December 2002
Motorola/Codex January 1990 - May 1994
Motorola/Codex December 1983 - January 1990
Skills
Talent Management, Performance Management, Employee Relations, HR Consulting, Human Resources, Recruiting, Succession Planning, Employee Engagement, Talent Acquisition, Sourcing, Management, HR Project Management, Program Management, Compensation Planning, Applicant Tracking..., Employee Benefits, Talent Review, Policy, 360 Assessments, 360 Feedback, PeopleSoft, SAP HR
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration (B.B.A.), Human Resources concentration
Brandeis University
Graduate Certificate, Web Content Communications & Usability
People's United Bank May 2015 - Present
BNY Mellon January 2011 - July 2014
HR Consulting 2008 - 2010
Invensys March 2006 - April 2008
Bose Corporation July 1995 - December 2002
Motorola/Codex January 1990 - May 1994
Motorola/Codex December 1983 - January 1990
Skills
Talent Management, Performance Management, Employee Relations, HR Consulting, Human Resources, Recruiting, Succession Planning, Employee Engagement, Talent Acquisition, Sourcing, Management, HR Project Management, Program Management, Compensation Planning, Applicant Tracking..., Employee Benefits, Talent Review, Policy, 360 Assessments, 360 Feedback, PeopleSoft, SAP HR
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration (B.B.A.), Human Resources concentration
Brandeis University
Graduate Certificate, Web Content Communications & Usability
Luke Hunsberger Luke Hunsberger's BNY Mellon Experience April 2010 - September 2012
Job Student at Brandeis International Business School
Industry Financial Services
Experience
BNY Mellon April 2010 - September 2012
Morgan Stanley June 2005 - October 2008
Skills
Golf, Stocks, Polka, Investments, Wealth Management, Bloomberg, Equities, Asset Allocation, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Mutual Funds, Investment Management, Financial Analysis, Valuation, Securities, Bloomberg Terminal, Alternative Investments, Microsoft Excel, Investment Strategies, Economics, Microsoft Office, Sales, Salesforce.com, Entrepreneurship, Private Equity, Hedge Funds, Financial Services, Equity Research, Strategic Financial..., Relationship Management, Investment Advisory, Derivatives, Equity Trading, Capital Markets, Financial Markets, Investment Banking, Leadership, Bonds, Emerging Markets, Series 7, ETFs, Finance, Fund Of Funds, Wealth Management..., Corporate Finance, Asset Management, Financial Planning
Education
Brandeis International Business School 2014 — 2016
Masters in international Economics
Pitzer College 2002 — 2006
b.a., economics
BNY Mellon April 2010 - September 2012
Morgan Stanley June 2005 - October 2008
Skills
Golf, Stocks, Polka, Investments, Wealth Management, Bloomberg, Equities, Asset Allocation, Fixed Income, Asset Managment, Financial Modeling, Portfolio Management, Mutual Funds, Investment Management, Financial Analysis, Valuation, Securities, Bloomberg Terminal, Alternative Investments, Microsoft Excel, Investment Strategies, Economics, Microsoft Office, Sales, Salesforce.com, Entrepreneurship, Private Equity, Hedge Funds, Financial Services, Equity Research, Strategic Financial..., Relationship Management, Investment Advisory, Derivatives, Equity Trading, Capital Markets, Financial Markets, Investment Banking, Leadership, Bonds, Emerging Markets, Series 7, ETFs, Finance, Fund Of Funds, Wealth Management..., Corporate Finance, Asset Management, Financial Planning
Education
Brandeis International Business School 2014 — 2016
Masters in international Economics
Pitzer College 2002 — 2006
b.a., economics
Scott Van Son's BNY Mellon Experience April 1995 - July 2009
Job Real Estate Salesperson at Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
Daniel Gale Sotheby's International Realty June 2014 - Present
BNY Mellon April 1995 - July 2009
Skills
Real Estate, Investments
Education
Boston University - School of Management 1989 — 1993
BS/BA Business Administration, Finance, General
Daniel Gale Sotheby's International Realty June 2014 - Present
BNY Mellon April 1995 - July 2009
Skills
Real Estate, Investments
Education
Boston University - School of Management 1989 — 1993
BS/BA Business Administration, Finance, General
Nicholas Cataldo's BNY Mellon Experience June 2011 - August 2011
Job Brand Strategy and Activation Coordinator at IMG
Industry Sports
Cheng Chen Cheng Chen's BNY Mellon Experience May 2011 - July 2011
Job Assistant Vice President at ICBC (USA) NA
Industry Investment Banking
Experience
ICBC (USA) NA August 2015 - Present
ICBC (USA) March 2014 - Present
PanAgora Asset Management May 2013 - March 2014
Dyson School of Applied Economics and Management, Cornell University February 2013 - May 2013
Bank of China International June 2012 - August 2012
Samuel Curtis Johnson Graduate School of Management at Cornell University November 2011 - May 2012
Bain & Company December 2011 - January 2012
BNY Mellon May 2011 - July 2011
Harvard National Model United Nation Conference February 2010 - March 2010
Allianz June 2009 - August 2009
Skills
Piano, Basketball, Tennis, SAS, R, C++, Market QA, Bloomberg, Time Series Analysis, Analysis, VBA, Statistical Modeling, Quantitative Finance, Monte Carlo Simulation, Data Analysis, Stata, SQL, Python
Education
Cornell University 2011 — 2013
M.P.A., Economics and Financial Policy
Renmin University of China 2007 — 2011
Boston University - School of Management 2010 — 2010
Exchange Program, Business
The University of Hong Kong 2010 — 2010
Summer School, Economics
High School Affiliated to Renmin University of China
ICBC (USA) NA August 2015 - Present
ICBC (USA) March 2014 - Present
PanAgora Asset Management May 2013 - March 2014
Dyson School of Applied Economics and Management, Cornell University February 2013 - May 2013
Bank of China International June 2012 - August 2012
Samuel Curtis Johnson Graduate School of Management at Cornell University November 2011 - May 2012
Bain & Company December 2011 - January 2012
BNY Mellon May 2011 - July 2011
Harvard National Model United Nation Conference February 2010 - March 2010
Allianz June 2009 - August 2009
Skills
Piano, Basketball, Tennis, SAS, R, C++, Market QA, Bloomberg, Time Series Analysis, Analysis, VBA, Statistical Modeling, Quantitative Finance, Monte Carlo Simulation, Data Analysis, Stata, SQL, Python
Education
Cornell University 2011 — 2013
M.P.A., Economics and Financial Policy
Renmin University of China 2007 — 2011
Boston University - School of Management 2010 — 2010
Exchange Program, Business
The University of Hong Kong 2010 — 2010
Summer School, Economics
High School Affiliated to Renmin University of China
Ekaterina Bush Ekaterina Bush's BNY Mellon Experience October 2009 - Present
Job Accounting and Reporting Specialist at BNY Mellon
Industry Staffing and Recruiting
Experience
BNY Mellon October 2009 - Present
STS Worldwide May 2007 - June 2009
Education
Brandeis International Business School
Master's, International Investments
Georgia State University - J. Mack Robinson College of Business
Bachelor, finance
BNY Mellon October 2009 - Present
STS Worldwide May 2007 - June 2009
Education
Brandeis International Business School
Master's, International Investments
Georgia State University - J. Mack Robinson College of Business
Bachelor, finance
Ricky Philatre Ricky Philatre's BNY Mellon Experience January 2011 - February 2011
Job Senior Financial Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
Elsevier April 2014 - January 2015
Elsevier October 2012 - April 2014
Brown Brothers Harriman February 2011 - October 2012
BNY Mellon January 2011 - February 2011
JP Morgan Chase August 2010 - December 2010
Skills
Hyperion HFM, Smartview, Oracle R12 Financials, Oracle E-Business Suite, Cognos Upfront, Oracle BIEE, Business Objects, Hyperion Enterprise, Financial Modeling, Financial Analysis, Microsoft Office, MS Excel Pivot Tables, Data Analysis, Financial Accounting, Fund Accounting
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science, Business and Management
The Boston Consulting Group January 2015 - Present
Elsevier April 2014 - January 2015
Elsevier October 2012 - April 2014
Brown Brothers Harriman February 2011 - October 2012
BNY Mellon January 2011 - February 2011
JP Morgan Chase August 2010 - December 2010
Skills
Hyperion HFM, Smartview, Oracle R12 Financials, Oracle E-Business Suite, Cognos Upfront, Oracle BIEE, Business Objects, Hyperion Enterprise, Financial Modeling, Financial Analysis, Microsoft Office, MS Excel Pivot Tables, Data Analysis, Financial Accounting, Fund Accounting
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science, Business and Management
Michelle LaBastie's BNY Mellon Experience July 2014 - Present
Job Unit Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
BNY Mellon May 2012 - July 2014
Bank of New York Mellon May 2011 - May 2012
BNY Mellon March 2008 - May 2011
Skills
Transfer Agency, Microsoft Excel, PowerPoint, Microsoft Office, Client Presentation, Microsoft Word, Financial Services, Mutual Funds, Lotus Notes, Finance, Financial Reporting, Process Improvement, Outlook, Data Analysis, Project Management, Training, Banking, Management, Customer Service
Education
Bridgewater State University
Bachelors Degree, Business Management
BNY Mellon July 2014 - Present
BNY Mellon May 2012 - July 2014
Bank of New York Mellon May 2011 - May 2012
BNY Mellon March 2008 - May 2011
Skills
Transfer Agency, Microsoft Excel, PowerPoint, Microsoft Office, Client Presentation, Microsoft Word, Financial Services, Mutual Funds, Lotus Notes, Finance, Financial Reporting, Process Improvement, Outlook, Data Analysis, Project Management, Training, Banking, Management, Customer Service
Education
Bridgewater State University
Bachelors Degree, Business Management
Vikas Anand Vikas Anand's BNY Mellon Experience February 2009 - June 2015
Job Management Consulting
Industry Financial Services
Experience
Capco July 2015 - Present
Cognizant February 2007 - July 2015
BNY Mellon February 2009 - June 2015
Northern Trust Asset Management March 2008 - January 2009
Ameriprise Financial Services, Inc. February 2007 - February 2008
Sans Pareil Technologies, Inc. May 2004 - February 2007
Sprint Nextel April 2002 - May 2004
Havells August 1998 - August 1999
Skills
Business Analysis, Hedge Funds, Fund Administration, Partnership Accounting, Transfer Agency, Financial Services, SDLC, Investor Accounting, Portfolio Accounting, Asset Management, Requirements Analysis, Vendor Management, Hedge Fund Back Office, Scope Management, Change Management, Alternative Investments, Process Engineering, Liquidity Management, Fund Of Funds, Private Equity, Project Management, Business Systems..., Global Custody, Capital Markets, Operations...
Education
Brandeis University 2005 — 2005
Certificate, Software Quality Assurance
The University of Edinburgh 2000 — 2001
MS, Electrical Engineering
University of Liverpool 1999 — 2000
MBA, Marketing and Finance
Punjab Technical University 1994 — 1998
BE, Electrical Engineering
Capco July 2015 - Present
Cognizant February 2007 - July 2015
BNY Mellon February 2009 - June 2015
Northern Trust Asset Management March 2008 - January 2009
Ameriprise Financial Services, Inc. February 2007 - February 2008
Sans Pareil Technologies, Inc. May 2004 - February 2007
Sprint Nextel April 2002 - May 2004
Havells August 1998 - August 1999
Skills
Business Analysis, Hedge Funds, Fund Administration, Partnership Accounting, Transfer Agency, Financial Services, SDLC, Investor Accounting, Portfolio Accounting, Asset Management, Requirements Analysis, Vendor Management, Hedge Fund Back Office, Scope Management, Change Management, Alternative Investments, Process Engineering, Liquidity Management, Fund Of Funds, Private Equity, Project Management, Business Systems..., Global Custody, Capital Markets, Operations...
Education
Brandeis University 2005 — 2005
Certificate, Software Quality Assurance
The University of Edinburgh 2000 — 2001
MS, Electrical Engineering
University of Liverpool 1999 — 2000
MBA, Marketing and Finance
Punjab Technical University 1994 — 1998
BE, Electrical Engineering
Nathaniel Waldron Nathaniel Waldron's BNY Mellon Experience September 2015 - Present
Job US Pricing and Revenue Control Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon August 2014 - August 2015
BNY Mellon June 2014 - August 2015
BNY Mellon September 2012 - June 2014
BNY Mellon March 2011 - September 2012
Bank of New York Mellon September 2009 - March 2011
McKesson July 2009 - September 2009
Skills
Banking, Customer Service, Account Reconciliation, Accounting, Finance, Accounts Receivable, IFRS, Financial Analysis, Financial Reporting, Portfolio Management, Sarbanes-Oxley Act, Access, General Ledger, Risk Management, Microsoft Excel, Payroll, Financial Accounting, Budgets, Internal Audit, Process Improvement, PowerPoint, Microsoft Word, Outlook, Auditing, Internal Controls, Variance Analysis
Education
Point Park University 2010 — 2012
MBA, Management Track
Bowling Green State University 2005 — 2010
BSBA, Accounting
BNY Mellon September 2015 - Present
BNY Mellon August 2014 - August 2015
BNY Mellon June 2014 - August 2015
BNY Mellon September 2012 - June 2014
BNY Mellon March 2011 - September 2012
Bank of New York Mellon September 2009 - March 2011
McKesson July 2009 - September 2009
Skills
Banking, Customer Service, Account Reconciliation, Accounting, Finance, Accounts Receivable, IFRS, Financial Analysis, Financial Reporting, Portfolio Management, Sarbanes-Oxley Act, Access, General Ledger, Risk Management, Microsoft Excel, Payroll, Financial Accounting, Budgets, Internal Audit, Process Improvement, PowerPoint, Microsoft Word, Outlook, Auditing, Internal Controls, Variance Analysis
Education
Point Park University 2010 — 2012
MBA, Management Track
Bowling Green State University 2005 — 2010
BSBA, Accounting
Jesús Salgado's BNY Mellon Experience July 2005 - June 2011
Job Senior Client Service Manager
Industry Investment Management
Experience
State Street Global Advisors June 2015 - Present
F-Squared Investments September 2013 - March 2015
BNY Mellon Asset Servicing July 2011 - December 2012
BNY Mellon July 2005 - June 2011
BNY Mellon July 2003 - June 2005
BNY Mellon July 2002 - June 2003
BNY Mellon July 2000 - June 2002
BNY Mellon July 1999 - June 2000
Education
Boston University - School of Management 1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management
State Street Global Advisors June 2015 - Present
F-Squared Investments September 2013 - March 2015
BNY Mellon Asset Servicing July 2011 - December 2012
BNY Mellon July 2005 - June 2011
BNY Mellon July 2003 - June 2005
BNY Mellon July 2002 - June 2003
BNY Mellon July 2000 - June 2002
BNY Mellon July 1999 - June 2000
Education
Boston University - School of Management 1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management
Kelley (Gallagher) Rullo's BNY Mellon Experience March 2014 - Present
Job Vice President, BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
State Street Bank June 2010 - March 2014
State Street January 2008 - June 2010
State Street June 2005 - December 2007
Skills
Relationship Management, Series 7, Investments, Sales, Fixed Income, Business Development, Alternative Investments, Financial Services, Transition Management, Bloomberg, Series 63, Mutual Funds, Securities, Equities, Asset Management, Portfolio Management, Hedge Funds, Series 3
Education
Boston University Questrom School of Business
Finance/Economics
BNY Mellon March 2014 - Present
State Street Bank June 2010 - March 2014
State Street January 2008 - June 2010
State Street June 2005 - December 2007
Skills
Relationship Management, Series 7, Investments, Sales, Fixed Income, Business Development, Alternative Investments, Financial Services, Transition Management, Bloomberg, Series 63, Mutual Funds, Securities, Equities, Asset Management, Portfolio Management, Hedge Funds, Series 3
Education
Boston University Questrom School of Business
Finance/Economics
Peter Sandrib Peter Sandrib's BNY Mellon Experience October 2013 - July 2015
Job Business Analyst at Comlinkdata
Industry Banking
Experience
Comlinkdata July 2015 - Present
BNY Mellon October 2013 - July 2015
BNY Mellon August 2012 - October 2013
Insight Global June 2011 - August 2012
Insight Global 2011 - 2012
Education
Boston University - School of Management 2014 — 2017
Master of Business Administration (M.B.A.), International Management
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Asian Studies
Shanghai Donghua University 2009 — 2010
Comlinkdata July 2015 - Present
BNY Mellon October 2013 - July 2015
BNY Mellon August 2012 - October 2013
Insight Global June 2011 - August 2012
Insight Global 2011 - 2012
Education
Boston University - School of Management 2014 — 2017
Master of Business Administration (M.B.A.), International Management
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Asian Studies
Shanghai Donghua University 2009 — 2010
Keisha (Kennedy) Borselli Keisha (Kennedy) Borselli's BNY Mellon Experience February 2011 - October 2012
Job Cafardi Ferguson Wyrick Weis + Stotler llc
Industry Law Practice
Experience
Cafardi Ferguson Wyrick Weis + Stotler llc August 2014 - Present
Lynch Weis October 2012 - August 2014
BNY Mellon February 2011 - October 2012
Good Wheels/P.A.C.E. July 2010 - February 2011
Skills
Financial Services, Document Review, Office Administration, Client Relations, Expense Reports, Accounts Receivable, Document Drafting, Document Management, Financial Analysis, QuickBooks, Expense Management, Accounts Payable, Financial Reporting, Account Management, Legal Research, Microsoft Office, Account Reconciliation, Banking, Invoicing, Microsoft Word, File Management, Outlook, Organization, Customer Service, Mathematics, Legal Assistance, Microsoft Excel, Telephone Skills, Accounting, Letters of Credit, Calendaring, Appointment Scheduling, Executive..., Legal Documents, Billing Process, Written Correspondence, Business Correspondence, Client Correspondence, Ordering Office Supplies, DocuSign, Contract Management, Client Billing, Corporate Formation, Estate Planning, Lotus Notes
Education
Bradford School
Specialized Business
Cafardi Ferguson Wyrick Weis + Stotler llc August 2014 - Present
Lynch Weis October 2012 - August 2014
BNY Mellon February 2011 - October 2012
Good Wheels/P.A.C.E. July 2010 - February 2011
Skills
Financial Services, Document Review, Office Administration, Client Relations, Expense Reports, Accounts Receivable, Document Drafting, Document Management, Financial Analysis, QuickBooks, Expense Management, Accounts Payable, Financial Reporting, Account Management, Legal Research, Microsoft Office, Account Reconciliation, Banking, Invoicing, Microsoft Word, File Management, Outlook, Organization, Customer Service, Mathematics, Legal Assistance, Microsoft Excel, Telephone Skills, Accounting, Letters of Credit, Calendaring, Appointment Scheduling, Executive..., Legal Documents, Billing Process, Written Correspondence, Business Correspondence, Client Correspondence, Ordering Office Supplies, DocuSign, Contract Management, Client Billing, Corporate Formation, Estate Planning, Lotus Notes
Education
Bradford School
Specialized Business
Daniel L'M Tate's BNY Mellon Experience February 2011 - June 2012
Job Sales Operations Associate Analyst at ZOLL Medical Corporation
Industry Medical Practice
Experience
ZOLL Medical Corporation May 2015 - Present
ZOLL Medical Corporation August 2013 - Present
Army National Guard October 2009 - Present
H-Pass (Hospital Patient Access Support Services) June 2012 - March 2013
BNY Mellon February 2011 - June 2012
PNC April 2008 - October 2010
Skills
Customer Satisfaction, Customer Service, Event Planning, Leadership, Management, Microsoft Office, PowerPoint, Process Scheduler, Public Speaking, Software Documentation, Training, Microsoft Word, Outlook
Education
Bradford School 2003 — 2004
Associate of Specialized Business, Merchandising/ Management
ZOLL Medical Corporation May 2015 - Present
ZOLL Medical Corporation August 2013 - Present
Army National Guard October 2009 - Present
H-Pass (Hospital Patient Access Support Services) June 2012 - March 2013
BNY Mellon February 2011 - June 2012
PNC April 2008 - October 2010
Skills
Customer Satisfaction, Customer Service, Event Planning, Leadership, Management, Microsoft Office, PowerPoint, Process Scheduler, Public Speaking, Software Documentation, Training, Microsoft Word, Outlook
Education
Bradford School 2003 — 2004
Associate of Specialized Business, Merchandising/ Management
Lauren Inserra Lauren Inserra's BNY Mellon Experience 2008 - 2010
Job Owner at PointBreezeway: a homestyle venue!
Industry Events Services
Experience
PointBreezeway July 2014 - Present
Brighton Collectibles 2010 - May 2015
BNY Mellon 2008 - 2010
Boscov's 2007 - 2008
Littman Jewelers 2004 - 2007
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, Team Leadership, Training, Organizational..., Sales Management, Hiring Practices, Events Coordination, Fundraising, Visual Merchandising
Education
Bradford School 2006 — 2008
Associate's degree, Legal Studies, General
PointBreezeway July 2014 - Present
Brighton Collectibles 2010 - May 2015
BNY Mellon 2008 - 2010
Boscov's 2007 - 2008
Littman Jewelers 2004 - 2007
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, Team Leadership, Training, Organizational..., Sales Management, Hiring Practices, Events Coordination, Fundraising, Visual Merchandising
Education
Bradford School 2006 — 2008
Associate's degree, Legal Studies, General
NORAH GUZMAN NORAH GUZMAN's BNY Mellon Experience 2015 - Present
Job Administrative assistant at the Dreyfus corporation/BNY Mellon
Industry Law Practice
Experience
BNY Mellon 2015 - Present
Education
Briarcliffe College 2004 — 2007
Associate's degree, Criminal Justice/Law Enforcement Administration
BNY Mellon 2015 - Present
Education
Briarcliffe College 2004 — 2007
Associate's degree, Criminal Justice/Law Enforcement Administration
Jennifer Tjersland Jennifer Tjersland's BNY Mellon Experience March 2010 - July 2011
Job Compliance Assurance Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank January 2015 - Present
Citizens Bank July 2014 - January 2015
Citizens Bank August 2012 - July 2014
RBS Global Banking & Markets August 2011 - August 2012
BNY Mellon March 2010 - July 2011
BNY Mellon May 2008 - March 2010
Skills
Financial Services, Financial Analysis, Banking, Fixed Income, Management, Risk Management, Mutual Funds, Investments, Internal Audit, Finance
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Bridgewater State College 2002 — 2006
Bachelor of Arts, English
Citizens Bank January 2015 - Present
Citizens Bank July 2014 - January 2015
Citizens Bank August 2012 - July 2014
RBS Global Banking & Markets August 2011 - August 2012
BNY Mellon March 2010 - July 2011
BNY Mellon May 2008 - March 2010
Skills
Financial Services, Financial Analysis, Banking, Fixed Income, Management, Risk Management, Mutual Funds, Investments, Internal Audit, Finance
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Bridgewater State College 2002 — 2006
Bachelor of Arts, English
Michael McGovern, J.D., LL.M., CAMS Michael McGovern, J.D., LL.M., CAMS's BNY Mellon Experience December 2011 - June 2012
Job AML / BSA / OFAC / Financial Crimes Independent Consultant and Subject Matter Expert (SME)
Industry Banking
Experience
Standard Chartered Bank March 2014 - Present
Company Confidential November 2013 - February 2014
Gibraltar Private Bank & Trust February 2013 - November 2013
HSBC June 2012 - December 2012
BNY Mellon December 2011 - June 2012
Deloitte May 2010 - December 2011
Appellate Division of the New York State Unified Court System June 2009 - May 2010
Boston Private Financial Holdings February 2009 - May 2009
Skills
Legal Compliance, Compliance, Due Diligence, Research, Banking, Legal Research, Corporate Governance, Suspicious Activity..., AML, KYC, Bank Secrecy Act, Financial Services, OFAC, Securities, Fraud, Internal Audit, Anti Money Laundering, Risk Management, Financial Risk
Education
NYU Law 2004 — 2007
J.D., U.S. Law
Boston University School of Law 2008 — 2009
LL.M., Banking and Finance Law; Compliance Programs Management
Flagler College 1998 — 2002
BA, Business Administration
Standard Chartered Bank March 2014 - Present
Company Confidential November 2013 - February 2014
Gibraltar Private Bank & Trust February 2013 - November 2013
HSBC June 2012 - December 2012
BNY Mellon December 2011 - June 2012
Deloitte May 2010 - December 2011
Appellate Division of the New York State Unified Court System June 2009 - May 2010
Boston Private Financial Holdings February 2009 - May 2009
Skills
Legal Compliance, Compliance, Due Diligence, Research, Banking, Legal Research, Corporate Governance, Suspicious Activity..., AML, KYC, Bank Secrecy Act, Financial Services, OFAC, Securities, Fraud, Internal Audit, Anti Money Laundering, Risk Management, Financial Risk
Education
NYU Law 2004 — 2007
J.D., U.S. Law
Boston University School of Law 2008 — 2009
LL.M., Banking and Finance Law; Compliance Programs Management
Flagler College 1998 — 2002
BA, Business Administration
Elie Hamway's BNY Mellon Experience August 2011 - May 2012
Job Safety and Restraints Engineer at Nissan Motor Corporation
Industry Mechanical or Industrial Engineering
Experience
Nissan Motor Corporation September 2014 - Present
BNY Mellon August 2011 - May 2012
Pre Billing Consultants, Inc June 2009 - June 2011
J.P. Morgan February 2008 - August 2008
Morgan Stanley September 2007 - February 2008
Pan Am Mortgage May 2005 - August 2005
Skills
Analysis
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Brandeis University 2003 — 2007
Bachelor of Arts, Economics
Nissan Motor Corporation September 2014 - Present
BNY Mellon August 2011 - May 2012
Pre Billing Consultants, Inc June 2009 - June 2011
J.P. Morgan February 2008 - August 2008
Morgan Stanley September 2007 - February 2008
Pan Am Mortgage May 2005 - August 2005
Skills
Analysis
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Brandeis University 2003 — 2007
Bachelor of Arts, Economics
Brian Maginn Moroney's BNY Mellon Experience 2004 - 2006
Job Credit and Market Risk Project Manager, Vice President at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. April 2014 - Present
RBS Citizens Financial Group 2013 - 2014
RBS Citizens Financial Group 2011 - 2013
RBS Citizens 2010 - 2011
Federal Home Loan Bank of Boston 2006 - 2009
BNY Mellon 2004 - 2006
Skills
Risk Management, Risk, Compliance, Bloomberg, Financial Analysis, Asset Management, Asset Managment, Banking, Capital Markets, Credit, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Governance, Investments, Loans, Management, Mutual Funds, Process Improvement, Securities, Credit Analysis
Education
Boston University Questrom School of Business 2008 — 2010
MBA, Finance
College of the Holy Cross 2000 — 2004
Bachelor of Arts, History
Fordham Preparatory School 1996 — 2000
High School
Santander Bank, N.A. April 2014 - Present
RBS Citizens Financial Group 2013 - 2014
RBS Citizens Financial Group 2011 - 2013
RBS Citizens 2010 - 2011
Federal Home Loan Bank of Boston 2006 - 2009
BNY Mellon 2004 - 2006
Skills
Risk Management, Risk, Compliance, Bloomberg, Financial Analysis, Asset Management, Asset Managment, Banking, Capital Markets, Credit, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Governance, Investments, Loans, Management, Mutual Funds, Process Improvement, Securities, Credit Analysis
Education
Boston University Questrom School of Business 2008 — 2010
MBA, Finance
College of the Holy Cross 2000 — 2004
Bachelor of Arts, History
Fordham Preparatory School 1996 — 2000
High School
Joanna MacDonald- Ingham Joanna MacDonald- Ingham's BNY Mellon Experience January 1993 - September 1999
Job Teacher in training for Special Education with Moderate Disabilities
Industry Education Management
Experience
BNY Mellon January 1993 - September 1999
Skills
Customer Service, Event Planning, Marketing, Public Speaking
Education
Bridgewater State University 2014 — 2016
Master degree in Special Education with Moderate Disabilities, Special Education and Teaching, Elementary
Wheaton College (MA) 1988 — 1992
Economics/ Elementary Education, Banking and Financial Support Services
BNY Mellon January 1993 - September 1999
Skills
Customer Service, Event Planning, Marketing, Public Speaking
Education
Bridgewater State University 2014 — 2016
Master degree in Special Education with Moderate Disabilities, Special Education and Teaching, Elementary
Wheaton College (MA) 1988 — 1992
Economics/ Elementary Education, Banking and Financial Support Services
Anthony Massimiano's BNY Mellon Experience November 2012 - September 2014
Job Portfolio Administrator at GW&K Investment Management | MBA, Boston University
Industry Investment Management
Experience
GW&K Investment Management September 2014 - Present
BNY Mellon November 2012 - September 2014
BNY Mellon January 2011 - October 2012
Wayfair November 2007 - June 2009
EMERGENCY ONG/Onlus January 2006 - May 2006
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Analytics, Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Securities, Financial Services, Asset Allocation, Valuation, Investment Strategies, Wealth Management
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Dual Concentration in Finance and Strategy & Business Analysis, with Honors
Trinity College-Hartford 2003 — 2007
BA, with Honors
GW&K Investment Management September 2014 - Present
BNY Mellon November 2012 - September 2014
BNY Mellon January 2011 - October 2012
Wayfair November 2007 - June 2009
EMERGENCY ONG/Onlus January 2006 - May 2006
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Analytics, Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Securities, Financial Services, Asset Allocation, Valuation, Investment Strategies, Wealth Management
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Dual Concentration in Finance and Strategy & Business Analysis, with Honors
Trinity College-Hartford 2003 — 2007
BA, with Honors
Leslie Libra's BNY Mellon Experience August 2006 - February 2007
Job Worldwide Supply Demand Product Manager at Apple
Industry Consumer Electronics
Experience
Apple September 2013 - Present
WhaleShark Media October 2011 - December 2012
Apple June 2012 - August 2012
LinkShare Corporation October 2009 - June 2011
LinkShare Corporation July 2008 - October 2009
LinkShare Corporation April 2007 - July 2008
BNY Mellon August 2006 - February 2007
The San Francisco Foundation July 2005 - September 2006
Skills
Salesforce.com, HTML, Photoshop, DART, Basecamp, Dreamweaver, DoubleClick, Six Sigma, Leadership, Marketing Strategy, Operations Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
New York University 2009 — 2010
Certificate
Brandeis University 2001 — 2005
BA
Apple September 2013 - Present
WhaleShark Media October 2011 - December 2012
Apple June 2012 - August 2012
LinkShare Corporation October 2009 - June 2011
LinkShare Corporation July 2008 - October 2009
LinkShare Corporation April 2007 - July 2008
BNY Mellon August 2006 - February 2007
The San Francisco Foundation July 2005 - September 2006
Skills
Salesforce.com, HTML, Photoshop, DART, Basecamp, Dreamweaver, DoubleClick, Six Sigma, Leadership, Marketing Strategy, Operations Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
New York University 2009 — 2010
Certificate
Brandeis University 2001 — 2005
BA
Darlene Thomas Dye Darlene Thomas Dye's BNY Mellon Experience April 2006 - March 2014
Job Sr Corporate Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2006 - March 2014
JPMorgan Chase February 1990 - April 2006
SoFro Fabrics May 1989 - February 1990
AmeriTrust June 1984 - January 1989
Skills
Risk Management, KYC, AML, Cash Flow, Requirements Analysis, Policy Analysis, Internal Audit, Account Reconciliation, Compliance, Risk Assessment, Account Management, Bonds, Employee Training, Supervisory Skills, Spreadsheets, Redemption, Default, GNMA, FNMA, FHLMC, Anti Money Laundering, Banking, Financial Analysis, Securities, Financial Services, Portfolio Management
Education
University of Phoenix-Columbus Ohio Campus 2013 — 2015
Bachelor's degree, Management/Communications
Mt Vernon Nazarene College 1997 — 2000
Business Administration and Management, General, 2.75
Ohio Dominican College 1995 — 1996
Business Administration and Management, General, 3.0
Bowling Green State University 1983 — 1986
Accounting and Finance, 2.9
Brooklyn High School 1977 — 1983
College Prep, 3.5
BNY Mellon April 2006 - March 2014
JPMorgan Chase February 1990 - April 2006
SoFro Fabrics May 1989 - February 1990
AmeriTrust June 1984 - January 1989
Skills
Risk Management, KYC, AML, Cash Flow, Requirements Analysis, Policy Analysis, Internal Audit, Account Reconciliation, Compliance, Risk Assessment, Account Management, Bonds, Employee Training, Supervisory Skills, Spreadsheets, Redemption, Default, GNMA, FNMA, FHLMC, Anti Money Laundering, Banking, Financial Analysis, Securities, Financial Services, Portfolio Management
Education
University of Phoenix-Columbus Ohio Campus 2013 — 2015
Bachelor's degree, Management/Communications
Mt Vernon Nazarene College 1997 — 2000
Business Administration and Management, General, 2.75
Ohio Dominican College 1995 — 1996
Business Administration and Management, General, 3.0
Bowling Green State University 1983 — 1986
Accounting and Finance, 2.9
Brooklyn High School 1977 — 1983
College Prep, 3.5
Justin Hylwa's BNY Mellon Experience June 2006 - August 2006
Job Trading Assistant, Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management September 2011 - Present
Shenkman Capital Management December 2009 - September 2011
Shenkman Capital Management July 2007 - December 2009
State Street September 2006 - March 2007
BNY Mellon June 2006 - August 2006
Skills
Bloomberg, Problem Solving, Data Analysis, Fixed Income, Communication, Business Analysis, Mutual Funds, Finance, Microsoft Office, Portia, Cash Management, Project Coordination, Data Management, Data Manipulation, Time Management, Multi Tasking, Basketball Coaching, Youth Work
Education
Boston University - School of Management 2003 — 2007
BA in Business Administration, Finance and Marketing
Weston High School 1999 — 2003
High School
Shenkman Capital Management September 2011 - Present
Shenkman Capital Management December 2009 - September 2011
Shenkman Capital Management July 2007 - December 2009
State Street September 2006 - March 2007
BNY Mellon June 2006 - August 2006
Skills
Bloomberg, Problem Solving, Data Analysis, Fixed Income, Communication, Business Analysis, Mutual Funds, Finance, Microsoft Office, Portia, Cash Management, Project Coordination, Data Management, Data Manipulation, Time Management, Multi Tasking, Basketball Coaching, Youth Work
Education
Boston University - School of Management 2003 — 2007
BA in Business Administration, Finance and Marketing
Weston High School 1999 — 2003
High School
Keisha Williams, MHA Keisha Williams, MHA's BNY Mellon Experience 2007 - 2009
Job Patient Support | Billing Manager | Operations
Industry Hospital & Health Care
Experience
NBTY 2011 - July 2013
Vitamin World NBTY February 2009 - August 2011
BNY Mellon 2007 - 2009
Forest Laboratories 2004 - 2006
Opti-Healthcare 2001 - 2003
Skills
Training, Leadership, Human Resources, Management, Performance Management, Employee Relations, Onboarding, Employee Training, Cross-functional Team..., Operations Management, Applicant Tracking..., System Administration, Project Management, Change Management, Leadership Development, Learning Management..., SharePoint, Team Building, Employee Benefits, Organizational..., Customer Service, Project Planning, Vendor Management, Process Improvement, Employee Engagement, Program Management, Business Process, CPR Certified, Patient Support, Coordinator, Office Operations, Medical Staff..., Program Implementation, Project Coordination, icims, Medical Terminology, medical coding, Medical Billing, Medical Records, Analytical Skills
Education
Grand Canyon University 2010 — 2012
Master of Science (M.S.), Healthcare Administration, 3.78
Franklin University
Bachelor of Science (B.S.), Human Resources Management
Branford Hall Career Institute-Bohemia Campus
Certificate, Medical Coding & Billing
American Training Institute
Certificate, Medical Administrative Assistant
St. Joseph's College 2009 — 2009
PHR Certification Course
American Red Cross 2013 — 2013
Adult and Pediatric First Aid, CPR/AED
NBTY 2011 - July 2013
Vitamin World NBTY February 2009 - August 2011
BNY Mellon 2007 - 2009
Forest Laboratories 2004 - 2006
Opti-Healthcare 2001 - 2003
Skills
Training, Leadership, Human Resources, Management, Performance Management, Employee Relations, Onboarding, Employee Training, Cross-functional Team..., Operations Management, Applicant Tracking..., System Administration, Project Management, Change Management, Leadership Development, Learning Management..., SharePoint, Team Building, Employee Benefits, Organizational..., Customer Service, Project Planning, Vendor Management, Process Improvement, Employee Engagement, Program Management, Business Process, CPR Certified, Patient Support, Coordinator, Office Operations, Medical Staff..., Program Implementation, Project Coordination, icims, Medical Terminology, medical coding, Medical Billing, Medical Records, Analytical Skills
Education
Grand Canyon University 2010 — 2012
Master of Science (M.S.), Healthcare Administration, 3.78
Franklin University
Bachelor of Science (B.S.), Human Resources Management
Branford Hall Career Institute-Bohemia Campus
Certificate, Medical Coding & Billing
American Training Institute
Certificate, Medical Administrative Assistant
St. Joseph's College 2009 — 2009
PHR Certification Course
American Red Cross 2013 — 2013
Adult and Pediatric First Aid, CPR/AED
Lise Hardie Lise Hardie's BNY Mellon Experience 2001 - Present
Job Senior Product Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2001 - Present
Skills
Forecasting, Analysis, Banking, Teamwork, Variance Analysis, Business Analysis, Finance, Microsoft Excel, Customer Service, Accounts Receivable
Education
Bradford School 1980 — 1981
General Office Occupations and Clerical Services
Indiana University of Pennsylvania 1979 — 1980
General Studies
BNY Mellon 2001 - Present
Skills
Forecasting, Analysis, Banking, Teamwork, Variance Analysis, Business Analysis, Finance, Microsoft Excel, Customer Service, Accounts Receivable
Education
Bradford School 1980 — 1981
General Office Occupations and Clerical Services
Indiana University of Pennsylvania 1979 — 1980
General Studies
Valentina Arecy's BNY Mellon Experience July 2007 - August 2007
Job
Industry Real Estate
Experience
Maloney Properties, Inc. October 2014 - Present
Maloney Properties, Inc. December 2013 - October 2014
VA Hospital June 2010 - May 2013
BSU Center for Multicultural Affairs September 2009 - May 2012
Crossroads for Kids June 2010 - August 2010
OfficeMax January 2009 - August 2009
Harvard Business School October 2007 - June 2008
BNY Mellon July 2007 - August 2007
Skills
Fluent in Haitian Creole, Microsoft Office, Microsoft Excel, Event Planning, Customer Service, Data Entry, PowerPoint, Outlook, Microsoft Word, Facebook, Constant Contact, Social Media, Social Networking, Public Speaking, Nonprofits, Marketing, Management, Sales
Education
Bridgewater State University 2009 — 2013
BS, Business Management
Bridgewater State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Maloney Properties, Inc. October 2014 - Present
Maloney Properties, Inc. December 2013 - October 2014
VA Hospital June 2010 - May 2013
BSU Center for Multicultural Affairs September 2009 - May 2012
Crossroads for Kids June 2010 - August 2010
OfficeMax January 2009 - August 2009
Harvard Business School October 2007 - June 2008
BNY Mellon July 2007 - August 2007
Skills
Fluent in Haitian Creole, Microsoft Office, Microsoft Excel, Event Planning, Customer Service, Data Entry, PowerPoint, Outlook, Microsoft Word, Facebook, Constant Contact, Social Media, Social Networking, Public Speaking, Nonprofits, Marketing, Management, Sales
Education
Bridgewater State University 2009 — 2013
BS, Business Management
Bridgewater State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Jaime Varisano's BNY Mellon Experience May 2015 - Present
Job Sr. Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon January 2013 - Present
BNY Mellon October 2010 - December 2012
BNY Mellon January 2008 - October 2010
BNY Mellon February 2007 - December 2007
McCormick Chiropractic October 2005 - February 2007
Skills
Customer Service, Customer Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Problem Solving, Team Building, Team Leadership, Administrative..., Administration, Teamwork, Investments, Analysis, Microsoft Outlook
Education
Bridgewater College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management
Phoenixville High School 1997 — 2001
BNY Mellon May 2015 - Present
BNY Mellon January 2013 - Present
BNY Mellon October 2010 - December 2012
BNY Mellon January 2008 - October 2010
BNY Mellon February 2007 - December 2007
McCormick Chiropractic October 2005 - February 2007
Skills
Customer Service, Customer Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Problem Solving, Team Building, Team Leadership, Administrative..., Administration, Teamwork, Investments, Analysis, Microsoft Outlook
Education
Bridgewater College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management
Phoenixville High School 1997 — 2001
Ann Cramer's BNY Mellon Experience June 2009 - April 2011
Job Program Manager, One Touch Reveal at Digital Solutions, Product Development at Johnson & Johnson Diabetes Solutions
Industry Consumer Goods
Experience
Digital Solutions, R&D at Johnson & Johnson Diabetes Solutions July 2015 - Present
Johnson & Johnson Health and Wellness Solutions, Inc. January 2015 - July 2015
Johnson & Johnson January 2013 - December 2014
Wellness And Prevention January 2011 - March 2013
BNY Mellon June 2009 - April 2011
ADVISORport June 2009 - March 2010
PNC Financial Services Group June 2009 - March 2010
BusinessEdge Solutions December 2008 - June 2009
EMC December 2008 - June 2009
LifeScan February 2008 - November 2008
Skills
Business, Database Design, Microsoft Excel, Governance, Innovation, JavaScript, Key Account Management, Leadership, Lifesciences, Lotus Notes, Microsoft Office, IT Operations, PowerPoint, Problem Solving, Quality Assurance, Quality Management, SDLC, User Experience, User Acceptance Testing, Visio, Visual Basic, Visual Studio, Web Development, XML, XSL, Agile Methodologies, Business Analysis, Practice Partner, Prezi, Regulatory Submissions, Regulatory Guidelines, Healthcare Industry, Consumer, Open Innovation, Innovation Consulting, Product Innovation, Business Process..., Business Process, InfoPath Forms, Adobe Acrobat, CRM, Requirements Gathering, Change Management, Analysis, Strategy, Integration, SharePoint, Software Documentation, Requirements Analysis, Project Management
Education
Western Governors University 2013 — 2015
Business Management, IT
Bowling Green State University 1989 — 1991
Communications
Hocking Technical College 1986 — 1987
Technical Certificate, Travel Technology, 3.8
soderslatts gymnasiet 1983 — 1984
Digital Solutions, R&D at Johnson & Johnson Diabetes Solutions July 2015 - Present
Johnson & Johnson Health and Wellness Solutions, Inc. January 2015 - July 2015
Johnson & Johnson January 2013 - December 2014
Wellness And Prevention January 2011 - March 2013
BNY Mellon June 2009 - April 2011
ADVISORport June 2009 - March 2010
PNC Financial Services Group June 2009 - March 2010
BusinessEdge Solutions December 2008 - June 2009
EMC December 2008 - June 2009
LifeScan February 2008 - November 2008
Skills
Business, Database Design, Microsoft Excel, Governance, Innovation, JavaScript, Key Account Management, Leadership, Lifesciences, Lotus Notes, Microsoft Office, IT Operations, PowerPoint, Problem Solving, Quality Assurance, Quality Management, SDLC, User Experience, User Acceptance Testing, Visio, Visual Basic, Visual Studio, Web Development, XML, XSL, Agile Methodologies, Business Analysis, Practice Partner, Prezi, Regulatory Submissions, Regulatory Guidelines, Healthcare Industry, Consumer, Open Innovation, Innovation Consulting, Product Innovation, Business Process..., Business Process, InfoPath Forms, Adobe Acrobat, CRM, Requirements Gathering, Change Management, Analysis, Strategy, Integration, SharePoint, Software Documentation, Requirements Analysis, Project Management
Education
Western Governors University 2013 — 2015
Business Management, IT
Bowling Green State University 1989 — 1991
Communications
Hocking Technical College 1986 — 1987
Technical Certificate, Travel Technology, 3.8
soderslatts gymnasiet 1983 — 1984
Hicham Zouiri's BNY Mellon Experience April 2013 - May 2014
Job Alternative investments tax professional
Industry Financial Services
Experience
BNY Mellon April 2013 - May 2014
JPMorgan Chase February 2013 - April 2013
State Street Bank September 2009 - December 2012
KPMG May 2008 - October 2009
State Street Corporation 2004 - May 2008
Investors August 2003 - October 2004
Education
Bridgewater State University 2005 — 2006
Masters
Johnson & Wales University 2001 — 2003
Primaire
BNY Mellon April 2013 - May 2014
JPMorgan Chase February 2013 - April 2013
State Street Bank September 2009 - December 2012
KPMG May 2008 - October 2009
State Street Corporation 2004 - May 2008
Investors August 2003 - October 2004
Education
Bridgewater State University 2005 — 2006
Masters
Johnson & Wales University 2001 — 2003
Primaire
Amy Hewitt's BNY Mellon Experience June 2012 - September 2014
Job AML Compliance Special Projects at Key Bank
Industry Banking
Experience
KeyBank September 2014 - Present
BNY Mellon June 2012 - September 2014
BNY Mellon June 2010 - May 2012
PNC Financial Services Group September 2009 - June 2010
National City Bank November 2004 - August 2009
Skills
Securities, Banking, OFAC, Capital Markets, Bank Secrecy Act, Financial Regulation, Series 7, AML, KYC, Risk Management, Fixed Income, USA PATRIOT Act, Operational Risk, Anti Money Laundering, FINRA, Finance, Financial Services, Management, Financial Risk
Education
Bowling Green State University
BSBA
Cleveland State University
MBA
KeyBank September 2014 - Present
BNY Mellon June 2012 - September 2014
BNY Mellon June 2010 - May 2012
PNC Financial Services Group September 2009 - June 2010
National City Bank November 2004 - August 2009
Skills
Securities, Banking, OFAC, Capital Markets, Bank Secrecy Act, Financial Regulation, Series 7, AML, KYC, Risk Management, Fixed Income, USA PATRIOT Act, Operational Risk, Anti Money Laundering, FINRA, Finance, Financial Services, Management, Financial Risk
Education
Bowling Green State University
BSBA
Cleveland State University
MBA
Steve Ocasio's BNY Mellon Experience January 2005 - 2012
Job IT Security Project Manager
Industry Information Technology and Services
Experience
Dealertrack Technologies April 2014 - Present
MSC Industrial Supply Co. December 2013 - April 2014
Taproot Foundation 2012 - 2013
BNY Mellon January 2005 - 2012
Pershing, a BNY Mellon company December 1996 - January 2005
Viacom / MTVN May 1996 - December 1996
JPMorgan Chase 1992 - May 1996
Skills
Vendor Management, SDLC, PMO, ITIL, Disaster Recovery, Business Analysis, Enterprise Architecture, IT Management, Governance, IT Strategy, IT Service Management, Process Improvement, Integration, Change Management, Business Intelligence, Project Management, Project Portfolio..., Business Continuity, PMP, Data Center, Enterprise Software, Team Leadership, Solution Architecture, Security, Software Documentation, Requirements Analysis, SharePoint, Information Security, Information Technology, Program Management, Risk Management, Software Development, Data Warehousing, Mergers & Acquisitions, Salesforce.com..., Requirements Gathering, IT Operations, Visio, System Deployment, Outsourcing, Infrastructure, Business Process..., Project Delivery, Business Process, Software Project..., Resource Management, Cloud Computing, Service Delivery, Incident Management, CRM
Education
Hofstra University 2000 — 2005
Bachelor of Science (BS), Information Technology
Nassau Community College 1997 — 2000
Associate of Science (A.S.), Information Technology
Briarcliffe College 1986 — 1987
Diploma, Industrial Electronics Technology/Technician, 3.0
Dealertrack Technologies April 2014 - Present
MSC Industrial Supply Co. December 2013 - April 2014
Taproot Foundation 2012 - 2013
BNY Mellon January 2005 - 2012
Pershing, a BNY Mellon company December 1996 - January 2005
Viacom / MTVN May 1996 - December 1996
JPMorgan Chase 1992 - May 1996
Skills
Vendor Management, SDLC, PMO, ITIL, Disaster Recovery, Business Analysis, Enterprise Architecture, IT Management, Governance, IT Strategy, IT Service Management, Process Improvement, Integration, Change Management, Business Intelligence, Project Management, Project Portfolio..., Business Continuity, PMP, Data Center, Enterprise Software, Team Leadership, Solution Architecture, Security, Software Documentation, Requirements Analysis, SharePoint, Information Security, Information Technology, Program Management, Risk Management, Software Development, Data Warehousing, Mergers & Acquisitions, Salesforce.com..., Requirements Gathering, IT Operations, Visio, System Deployment, Outsourcing, Infrastructure, Business Process..., Project Delivery, Business Process, Software Project..., Resource Management, Cloud Computing, Service Delivery, Incident Management, CRM
Education
Hofstra University 2000 — 2005
Bachelor of Science (BS), Information Technology
Nassau Community College 1997 — 2000
Associate of Science (A.S.), Information Technology
Briarcliffe College 1986 — 1987
Diploma, Industrial Electronics Technology/Technician, 3.0
Garrett Hamilton, CFA's BNY Mellon Experience September 2010 - Present
Job Portfolio Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2010 - Present
TDAM, USA July 2008 - September 2010
First Southwest Company 2006 - 2008
Education
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Southern New Hampshire University 2003 — 2006
BNY Mellon September 2010 - Present
TDAM, USA July 2008 - September 2010
First Southwest Company 2006 - 2008
Education
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Southern New Hampshire University 2003 — 2006
Colin Robinson's BNY Mellon Experience January 2013 - Present
Job Chief Compliance Officer, Swap Dealer
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon August 2011 - December 2012
Wells Fargo January 2011 - August 2011
Southern California Edison 2008 - 2011
UBS Financial Services 2007 - 2008
GBR Information Services 2002 - 2007
Bondholder Communications Group 1996 - 2002
Skills
Management, Banking, Securities, Legal Writing, Derivatives, Commodity, Swaps, Policy, FINRA, Dodd-Frank, Trading, Investment Banking, Financial Services, Operational Risk..., Financial Risk
Education
Boston University School of Law
JD
University of Rochester
BA, Economics & Political Science
BNY Mellon January 2013 - Present
BNY Mellon August 2011 - December 2012
Wells Fargo January 2011 - August 2011
Southern California Edison 2008 - 2011
UBS Financial Services 2007 - 2008
GBR Information Services 2002 - 2007
Bondholder Communications Group 1996 - 2002
Skills
Management, Banking, Securities, Legal Writing, Derivatives, Commodity, Swaps, Policy, FINRA, Dodd-Frank, Trading, Investment Banking, Financial Services, Operational Risk..., Financial Risk
Education
Boston University School of Law
JD
University of Rochester
BA, Economics & Political Science
Brooke Bedingfield's BNY Mellon Experience 2005 - 2006
Job Executive Director at Aspen Education Foundation
Industry Nonprofit Organization Management
Experience
Aspen Education Foundation 2015 - Present
Brown University 2013 - 2015
Fidelity Investments 2012 - 2014
Charles Schwab 2008 - 2012
College Track 2006 - 2007
BNY Mellon 2005 - 2006
Learned Spanish, traveled Europe 2003 - 2004
Fleet Financial 1998 - 2004
Fidelity Investments 1990 - 1998
AC Goode & Co Inc 1988 - 1990
Skills
Portfolio Management, Asset Management, Wealth Management, Separately Managed..., Unified Managed Accounts, Alternative Investments, Equities, Mutual Funds, Sales, Relationship Management, Team Management, Product Development, Marketing Communications, Business Strategy, Strategic Partnerships, Nonprofits, Planned Giving, Events, Major Gift Development, Grant Writing, Management, Fundraising, Investments
Education
Boston University - School of Management
Master of Business Administration (M.B.A.), Executive Program
Harvard University
Radcliffe Graduate Management Seminars Program
Northeastern University
Bachelor's Degree, English
YogaWorks
Yoga Teacher Training/Yoga Therapy, Mill Valley, CA
Aspen Education Foundation 2015 - Present
Brown University 2013 - 2015
Fidelity Investments 2012 - 2014
Charles Schwab 2008 - 2012
College Track 2006 - 2007
BNY Mellon 2005 - 2006
Learned Spanish, traveled Europe 2003 - 2004
Fleet Financial 1998 - 2004
Fidelity Investments 1990 - 1998
AC Goode & Co Inc 1988 - 1990
Skills
Portfolio Management, Asset Management, Wealth Management, Separately Managed..., Unified Managed Accounts, Alternative Investments, Equities, Mutual Funds, Sales, Relationship Management, Team Management, Product Development, Marketing Communications, Business Strategy, Strategic Partnerships, Nonprofits, Planned Giving, Events, Major Gift Development, Grant Writing, Management, Fundraising, Investments
Education
Boston University - School of Management
Master of Business Administration (M.B.A.), Executive Program
Harvard University
Radcliffe Graduate Management Seminars Program
Northeastern University
Bachelor's Degree, English
YogaWorks
Yoga Teacher Training/Yoga Therapy, Mill Valley, CA
Cynthia Last's BNY Mellon Experience January 2012 - Present
Job Shareholder Services Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
BNY Mellon January 2012 - Present
PAREXEL June 2008 - January 2010
Bank of America June 2006 - September 2006
Education
Brandeis University 2003 — 2007
BNY Mellon January 2012 - Present
BNY Mellon January 2012 - Present
PAREXEL June 2008 - January 2010
Bank of America June 2006 - September 2006
Education
Brandeis University 2003 — 2007
Ron Morganelli's BNY Mellon Experience 1984 - 1986
Job Executive Director/Owner at CareWell Health Group, LLC
Industry Health, Wellness and Fitness
Experience
CareWell Health Group, LLC February 2010 - Present
Boston Financial Data Services January 2010 - October 2010
Boston Financial Data Services May 1999 - March 2010
Evergreen Investments May 1986 - March 1999
Evergreen Investments (formerly Keystone Investments) 1986 - 1999
Keystone 1986 - 1999
BNY Mellon 1984 - 1986
BNY Mellon 1984 - 1986
Skills
Process Improvement, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, Risk Management, SDLC, Program Management, Strategic Planning, Change Management, Relationship Management, Alzheimer's Care, Dementia Care, Training, Team Building, Management, Project Planning, Budgets, Requirements Gathering, Account Management, Team Management, Requirements Analysis, Leadership, CRM, Healthcare, Finance, Business Process..., Customer Service, Call Centers, Team Leadership, Analysis, Operations Management, Strategy, Time Management, Business Development, Start-ups, Business Planning, Management Consulting, Leadership Development, Software Documentation, Insurance, Organizational..., Entrepreneurship, Executive Management, Cross-functional Team..., Consulting, Performance Management, New Business Development, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2003 — 2004
Project Management Master's Certificate, Project Management
University of Massachusetts Boston 1980 — 1981
BS, Business Administration
Northeastern University - Graduate School of Business Administration 1976 — 1979
Bachelor's degree, Business Administration, Management and Operations
Canton High School 1973 — 1976
High School Diploma, College Prep
CareWell Health Group, LLC February 2010 - Present
Boston Financial Data Services January 2010 - October 2010
Boston Financial Data Services May 1999 - March 2010
Evergreen Investments May 1986 - March 1999
Evergreen Investments (formerly Keystone Investments) 1986 - 1999
Keystone 1986 - 1999
BNY Mellon 1984 - 1986
BNY Mellon 1984 - 1986
Skills
Process Improvement, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, Risk Management, SDLC, Program Management, Strategic Planning, Change Management, Relationship Management, Alzheimer's Care, Dementia Care, Training, Team Building, Management, Project Planning, Budgets, Requirements Gathering, Account Management, Team Management, Requirements Analysis, Leadership, CRM, Healthcare, Finance, Business Process..., Customer Service, Call Centers, Team Leadership, Analysis, Operations Management, Strategy, Time Management, Business Development, Start-ups, Business Planning, Management Consulting, Leadership Development, Software Documentation, Insurance, Organizational..., Entrepreneurship, Executive Management, Cross-functional Team..., Consulting, Performance Management, New Business Development, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2003 — 2004
Project Management Master's Certificate, Project Management
University of Massachusetts Boston 1980 — 1981
BS, Business Administration
Northeastern University - Graduate School of Business Administration 1976 — 1979
Bachelor's degree, Business Administration, Management and Operations
Canton High School 1973 — 1976
High School Diploma, College Prep
Hasanat (Hasan) Dewan's BNY Mellon Experience April 2014 - February 2015
Job SVP Technology Development at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
Alex Sukharsky's BNY Mellon Experience September 2009 - Present
Job Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2009 - Present
Bank of New York August 2007 - September 2009
Investors Bank and Trust July 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Bloomberg, Fund Accounting, Bloomberg Terminal, Derivatives, Equities, Investments
Education
Brandeis University, Lemberg - International Business School 2010 — 2013
Master of Science in Finance
University of Massachusetts at Amherst 1996 — 2000
Finance
BNY Mellon September 2009 - Present
Bank of New York August 2007 - September 2009
Investors Bank and Trust July 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Bloomberg, Fund Accounting, Bloomberg Terminal, Derivatives, Equities, Investments
Education
Brandeis University, Lemberg - International Business School 2010 — 2013
Master of Science in Finance
University of Massachusetts at Amherst 1996 — 2000
Finance
Sam Soltani's BNY Mellon Experience February 2006 - October 2007
Job Risk Consulting at KPMG Advisory
Industry Management Consulting
Experience
KPMG September 2014 - Present
Federal Reserve Bank of New York June 2013 - September 2014
U.S. Bank October 2007 - May 2013
BNY Mellon February 2006 - October 2007
Skills
Financial Analysis, Due Diligence, Investments, Capital Markets, Credit Analysis, Financial Modeling, Fixed Income, Banking, Finance, Municipal Bonds, Central Banks, Financial Services, Loans, Securities, Bloomberg Terminal, Credit Risk, Financial Risk, Trading, Relationship Management, Venture Capital, Analysis, Credit, Valuation, Structured Finance, Bonds
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brandeis University, Lemberg - International Business School 2009 — 2010
Master of Science (MS), Finance, 3.6/4
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (BA), Economics
KPMG September 2014 - Present
Federal Reserve Bank of New York June 2013 - September 2014
U.S. Bank October 2007 - May 2013
BNY Mellon February 2006 - October 2007
Skills
Financial Analysis, Due Diligence, Investments, Capital Markets, Credit Analysis, Financial Modeling, Fixed Income, Banking, Finance, Municipal Bonds, Central Banks, Financial Services, Loans, Securities, Bloomberg Terminal, Credit Risk, Financial Risk, Trading, Relationship Management, Venture Capital, Analysis, Credit, Valuation, Structured Finance, Bonds
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Brandeis University, Lemberg - International Business School 2009 — 2010
Master of Science (MS), Finance, 3.6/4
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (BA), Economics
Britt Hultgren's BNY Mellon Experience October 1999 - Present
Job FVP at BNY Mellon
Industry Banking
Experience
BNY Mellon October 1999 - Present
BNY Mellon Wealth Management 1999 - Present
Bank of Boston 1996 - 1999
BayBank 1994 - 1996
Skills
Commercial Banking, Wealth Management, Hedge Funds, Securities, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Business Analysis, Financial Reporting, Bloomberg Terminal, Credit, Banking
Education
Boston University - School of Management 2000 — 2004
MBA, Finance
Smith College 1984 — 1988
AB
Ipswich High
Ipswich High
BNY Mellon October 1999 - Present
BNY Mellon Wealth Management 1999 - Present
Bank of Boston 1996 - 1999
BayBank 1994 - 1996
Skills
Commercial Banking, Wealth Management, Hedge Funds, Securities, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Business Analysis, Financial Reporting, Bloomberg Terminal, Credit, Banking
Education
Boston University - School of Management 2000 — 2004
MBA, Finance
Smith College 1984 — 1988
AB
Ipswich High
Ipswich High
Trish Signet's BNY Mellon Experience 1998 - 1999
Job Vice President, Residential Loan Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank May 2012 - Present
Melanoma Foundation of New England July 2007 - May 2012
Melanoma Foundation of New England July 2007 - May 2012
BNY Mellon 1998 - 1999
Washington Mutual Home Mortgage 1992 - 1993
Gap Inc./Old Navy 1988 - 1992
Skills
Jumbo Mortgage, Mortgage Lending, Fundraising, Non-profits, Mortgage Banking, Social Media, First Time Home Buyers, Volunteer Management, Private Banking, Philanthropy, Real Estate, Community Outreach, Loans, Event Planning, Event Management, Leadership, Social Networking, Nonprofits, Microsoft Office, Sales
Education
Brandeis University, Lemberg - International Business School 1995 — 1997
Master of Arts (M.A.), International Economics and Finance
Georgetown University 1983 — 1987
B.A., History
Central School of Planning and Statistics
Study Abroad, Warsaw Poland
Boston Private Bank May 2012 - Present
Melanoma Foundation of New England July 2007 - May 2012
Melanoma Foundation of New England July 2007 - May 2012
BNY Mellon 1998 - 1999
Washington Mutual Home Mortgage 1992 - 1993
Gap Inc./Old Navy 1988 - 1992
Skills
Jumbo Mortgage, Mortgage Lending, Fundraising, Non-profits, Mortgage Banking, Social Media, First Time Home Buyers, Volunteer Management, Private Banking, Philanthropy, Real Estate, Community Outreach, Loans, Event Planning, Event Management, Leadership, Social Networking, Nonprofits, Microsoft Office, Sales
Education
Brandeis University, Lemberg - International Business School 1995 — 1997
Master of Arts (M.A.), International Economics and Finance
Georgetown University 1983 — 1987
B.A., History
Central School of Planning and Statistics
Study Abroad, Warsaw Poland
Mary Beth Kelly, PMP's BNY Mellon Experience July 2010 - February 2012
Job Project Manager / Application Development Team Manager Seeking new opportunity
Industry Financial Services
Experience
Managing Development Staff and Multiple Concurrent Projects February 2012 - Present
RBS Citizens Financial Group September 2013 - September 2014
State Street June 2013 - August 2013
BNY Mellon July 2010 - February 2012
PNC Global Investment Servicing (formally known as PFPC until July 2008) 1998 - 2010
First Data Corporation 1992 - 1998
American Express 1991 - 1992
The Shareholder Services Group 1991 - 1991
IDS Financial Services, Inc. (American Express) 1978 - 1991
Skills
PMP, Process Improvement, Disaster Recovery, Windows, SDLC, Business Continuity, IT Management, Resource Management, Team Building, Team Leadership, Problem Solving, Lotus Notes, Documentation, clarity, ppm, Business Requirements, bsa, Procedure Development, Interior Design, Wardrobe Analysis, Color Palette, Personal Style, Project Management, Mainframe, Software Project..., Software Development, Software Documentation, Software Design, Software Quality..., Software Testing Life..., Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, User Acceptance Testing, Writing, Project Portfolio..., Business Analysis, Testing, Risk Management, Integration, Requirements Analysis, Requirements Gathering, Visio, Information Technology, Vendor Management, SharePoint, IT Strategy, Management
Education
Boston University - School of Management 1995 — 1995
Project Management Certificate Program, Project Management
North Hennepin Community College
Business Administration and Management, General
Managing Development Staff and Multiple Concurrent Projects February 2012 - Present
RBS Citizens Financial Group September 2013 - September 2014
State Street June 2013 - August 2013
BNY Mellon July 2010 - February 2012
PNC Global Investment Servicing (formally known as PFPC until July 2008) 1998 - 2010
First Data Corporation 1992 - 1998
American Express 1991 - 1992
The Shareholder Services Group 1991 - 1991
IDS Financial Services, Inc. (American Express) 1978 - 1991
Skills
PMP, Process Improvement, Disaster Recovery, Windows, SDLC, Business Continuity, IT Management, Resource Management, Team Building, Team Leadership, Problem Solving, Lotus Notes, Documentation, clarity, ppm, Business Requirements, bsa, Procedure Development, Interior Design, Wardrobe Analysis, Color Palette, Personal Style, Project Management, Mainframe, Software Project..., Software Development, Software Documentation, Software Design, Software Quality..., Software Testing Life..., Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, User Acceptance Testing, Writing, Project Portfolio..., Business Analysis, Testing, Risk Management, Integration, Requirements Analysis, Requirements Gathering, Visio, Information Technology, Vendor Management, SharePoint, IT Strategy, Management
Education
Boston University - School of Management 1995 — 1995
Project Management Certificate Program, Project Management
North Hennepin Community College
Business Administration and Management, General
Evy Berger's BNY Mellon Experience June 2009 - March 2011
Job Administrative Assistant at Clatsop Community College
Industry Investment Banking
Experience
Clatsop Community College October 2014 - Present
Clatsop Community College October 2014 - Present
Unemployed - seeking working October 2011 - Present
Books A Million July 2012 - December 2012
BNYMellon March 2011 - October 2011
BNY Mellon June 2009 - March 2011
Wells Fargo May 2008 - December 2008
BNY Mellon October 2007 - April 2008
Franklin Templeton Investments December 2005 - March 2007
Mellon Financial June 1999 - November 2004
Skills
Analyze and Resolve..., Excellent Interpersonal..., Excellent Customer..., Documentation, Asset Management, Accounting, Problem Solving, Mutual Funds, Fixed Income, Process Improvement, Access, Portfolio Management, Compliance, Equities, Excel, Outlook, Customer Relations, Financial Reporting, Bloomberg, Word, PowerPoint, Microsoft Office, Securities, XP, Reconciliation, PeopleSoft, Lotus Notes, Negotiation, Spreadsheets, Corporate Actions, Back Office, Settlement, Fund Accounting, Account Reconciliation, Software Documentation, Human Resources, Investments, Banking, Training, Microsoft Excel, Finance, Financial Analysis, Customer Service
Education
Brigham Young University 1994 — 1997
BUSINESS MANAGEMENT AND LANDSCAPE HORTICULTURE
University of New Hampshire 1972 — 1974
Associates, APPLIED PLANT SCIENCE
Clatsop Community College October 2014 - Present
Clatsop Community College October 2014 - Present
Unemployed - seeking working October 2011 - Present
Books A Million July 2012 - December 2012
BNYMellon March 2011 - October 2011
BNY Mellon June 2009 - March 2011
Wells Fargo May 2008 - December 2008
BNY Mellon October 2007 - April 2008
Franklin Templeton Investments December 2005 - March 2007
Mellon Financial June 1999 - November 2004
Skills
Analyze and Resolve..., Excellent Interpersonal..., Excellent Customer..., Documentation, Asset Management, Accounting, Problem Solving, Mutual Funds, Fixed Income, Process Improvement, Access, Portfolio Management, Compliance, Equities, Excel, Outlook, Customer Relations, Financial Reporting, Bloomberg, Word, PowerPoint, Microsoft Office, Securities, XP, Reconciliation, PeopleSoft, Lotus Notes, Negotiation, Spreadsheets, Corporate Actions, Back Office, Settlement, Fund Accounting, Account Reconciliation, Software Documentation, Human Resources, Investments, Banking, Training, Microsoft Excel, Finance, Financial Analysis, Customer Service
Education
Brigham Young University 1994 — 1997
BUSINESS MANAGEMENT AND LANDSCAPE HORTICULTURE
University of New Hampshire 1972 — 1974
Associates, APPLIED PLANT SCIENCE
Jessica Tanner's BNY Mellon Experience June 2009 - August 2009
Job Senior Valuation Analyst, Transaction Advisory Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2011 - Present
Vantage Point Financial April 2010 - September 2011
Boston University School of Management January 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Boston University School of Management September 2008 - May 2010
BNY Mellon June 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, DCF Valuation, Business Valuation, Corporate Finance, Financial Reporting, Microsoft Excel, Data Analysis, Finance, Equities, Portfolio Management, Fixed Income
Education
Boston University Questrom School of Business
Bachelor of Science, Finance, 3.77
Lawrence Academy
Ernst & Young September 2011 - Present
Vantage Point Financial April 2010 - September 2011
Boston University School of Management January 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Boston University School of Management September 2008 - May 2010
BNY Mellon June 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, DCF Valuation, Business Valuation, Corporate Finance, Financial Reporting, Microsoft Excel, Data Analysis, Finance, Equities, Portfolio Management, Fixed Income
Education
Boston University Questrom School of Business
Bachelor of Science, Finance, 3.77
Lawrence Academy
Arsala Kidwai's BNY Mellon Experience January 2013 - Present
Job Vice President Transactions Management (New York and Corporate Specialty) The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon January 2013 - Present
Wuersch & Gering LLP March 2010 - June 2010
International Development Law Organization July 2009 - November 2009
Accion February 2009 - April 2009
Education
Boston University School of Law 2008 — 2009
BOSTON UNIVERSITY SCHOOL OF LA W
LL.M, Banking and Financial Law
ILS Law College, Pune, India 2003 — 2008
B.S.L L.L.B
PUNE UNIVERSITY, ILS Law College
Bachelor of Law
INVESTMENT BANKING INSTITUTE
Bachelor of Socio Legal Sciences
ASIAN SCHOOL OF CYBER LAWS
BNY Mellon January 2013 - Present
Wuersch & Gering LLP March 2010 - June 2010
International Development Law Organization July 2009 - November 2009
Accion February 2009 - April 2009
Education
Boston University School of Law 2008 — 2009
BOSTON UNIVERSITY SCHOOL OF LA W
LL.M, Banking and Financial Law
ILS Law College, Pune, India 2003 — 2008
B.S.L L.L.B
PUNE UNIVERSITY, ILS Law College
Bachelor of Law
INVESTMENT BANKING INSTITUTE
Bachelor of Socio Legal Sciences
ASIAN SCHOOL OF CYBER LAWS
Brandon Hicks's BNY Mellon Experience October 2007 - May 2010
Job Compliance Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
Wellington Management May 2010 - May 2013
BNY Mellon October 2007 - May 2010
MacKenzie Partners 2006 - 2007
Skills
Asset Managment, Bloomberg, Fixed Income, Asset Management, Investments, Equities, Hedge Funds, Bonds, Financial Risk, Trading, Financial Services, Analysis
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Fordham University 2003 — 2007
BS, Business Administration, Finance
Wellington Management May 2013 - Present
Wellington Management May 2010 - May 2013
BNY Mellon October 2007 - May 2010
MacKenzie Partners 2006 - 2007
Skills
Asset Managment, Bloomberg, Fixed Income, Asset Management, Investments, Equities, Hedge Funds, Bonds, Financial Risk, Trading, Financial Services, Analysis
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Fordham University 2003 — 2007
BS, Business Administration, Finance
Flaubert Tarek's BNY Mellon Experience July 2012 - January 2015
Job Client Service Associate at Standish
Industry Financial Services
Experience
Standish Mellon Asset Management January 2015 - Present
BNY Mellon July 2012 - January 2015
BNY Mellon June 2010 - July 2012
Bank of New York Mellon June 2008 - May 2010
Bank of New York Mellon July 2007 - June 2008
Skills
Fixed Income, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Investments, Securities, Operations Management, Bloomberg, Portfolio Management, Management, Valuation, Asset Allocation, Reporting & Analysis, Banking, Alternative Investments, Financial Reporting, Bloomberg Terminal, Analysis, Financial Services, Access, Financial Risk, Equities, Risk Management, Data Analysis, Business Analysis, Cash Management, CRM, Microsoft Excel, Wealth Management, Process Improvement, Sarbanes-Oxley Act
Education
Boston University - School of Management 2009 — 2013
Masters of Business Administration (MBA), MBA
University of Massachusetts, Amherst 2002 — 2007
BA, Economics
Standish Mellon Asset Management January 2015 - Present
BNY Mellon July 2012 - January 2015
BNY Mellon June 2010 - July 2012
Bank of New York Mellon June 2008 - May 2010
Bank of New York Mellon July 2007 - June 2008
Skills
Fixed Income, Financial Analysis, Financial Modeling, Mutual Funds, Asset Management, Investments, Securities, Operations Management, Bloomberg, Portfolio Management, Management, Valuation, Asset Allocation, Reporting & Analysis, Banking, Alternative Investments, Financial Reporting, Bloomberg Terminal, Analysis, Financial Services, Access, Financial Risk, Equities, Risk Management, Data Analysis, Business Analysis, Cash Management, CRM, Microsoft Excel, Wealth Management, Process Improvement, Sarbanes-Oxley Act
Education
Boston University - School of Management 2009 — 2013
Masters of Business Administration (MBA), MBA
University of Massachusetts, Amherst 2002 — 2007
BA, Economics
Linda Liang, CFA's BNY Mellon Experience September 2006 - October 2007
Job Portfolio Analyst at Dartmouth College Investment Office
Industry Investment Management
Experience
Dartmouth College Investment Office April 2015 - Present
HighVista Strategies April 2010 - March 2015
Audax Group November 2007 - April 2010
BNY Mellon September 2006 - October 2007
JPMorgan Chase 2005 - 2006
State Street Bank August 2003 - May 2005
Skills
Alternative Investments, Wealth Management, Fund Of Funds, Performance Reporting, Cash Flow Forecasting, Operational Due...
Education
Brandeis International Business School 2002 — 2004
MA
Guang Zhou No. 2 Middle School 1992 — 1997
Diploma
Dartmouth College Investment Office April 2015 - Present
HighVista Strategies April 2010 - March 2015
Audax Group November 2007 - April 2010
BNY Mellon September 2006 - October 2007
JPMorgan Chase 2005 - 2006
State Street Bank August 2003 - May 2005
Skills
Alternative Investments, Wealth Management, Fund Of Funds, Performance Reporting, Cash Flow Forecasting, Operational Due...
Education
Brandeis International Business School 2002 — 2004
MA
Guang Zhou No. 2 Middle School 1992 — 1997
Diploma
Debra Rubin's BNY Mellon Experience 1999 - 2007
Job Senior Estate Settlement Administrator at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP Senior Estate Settlement AdministratorMellon Trust of Neew England1999 - 2007
BNY Mellon 1999 - 2007
Mellon Financial 1999 - 2007
Education
New England Law Boston 1988 — 1991
JD, law
Brandeis University 1984 — 1988
BA, French
Ropes & Gray LLP Senior Estate Settlement AdministratorMellon Trust of Neew England1999 - 2007
BNY Mellon 1999 - 2007
Mellon Financial 1999 - 2007
Education
New England Law Boston 1988 — 1991
JD, law
Brandeis University 1984 — 1988
BA, French
Ari (Alushaj) Daniel's BNY Mellon Experience November 2012 - June 2014
Job Accounting and Financial Analyst II at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
BNY Mellon November 2012 - June 2014
Bank of New York Mellon February 2011 - November 2012
BNY Mellon August 2007 - January 2011
Investors Bank and Trust April 2006 - August 2007
Investors Bank and Trust 2005 - August 2007
Safe Passage February 2005 - May 2005
Cashin Hall, UMass January 2004 - May 2005
Learning Support Services January 2001 - December 2004
Skills
Financial Modeling, Corporate Actions, Corporate Finance, Investments, Securities, Mutual Funds, Financial Services, Accounting, Finance, Account Reconciliation, Financial Accounting, Bloomberg, Analysis, Financial Analysis
Education
BRANDEIS UNIVERSITY, International Business School 2008 — 2010
Masters of Science - Magna Cum Laude, Finance; International Business Finance
Brandeis University, Lemberg - International Business School 2008 — 2010
Masters, Finance
IE Business School 2009 — 2009
Masters of Science in Finance, World Financial Centers
COMMONWEALTH COLLEGE 2001 — 2005
Bachelors of Arts, General Studies, 3.6+
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts - Magna Cum Laude, Legal Studies / French / Italian
Institut catholique de Paris 2003 — 2003
Institut Catholique was a semester study abroad program for my Frech major at UMASS., French, 4.00
Santander Bank, N.A. July 2014 - Present
BNY Mellon November 2012 - June 2014
Bank of New York Mellon February 2011 - November 2012
BNY Mellon August 2007 - January 2011
Investors Bank and Trust April 2006 - August 2007
Investors Bank and Trust 2005 - August 2007
Safe Passage February 2005 - May 2005
Cashin Hall, UMass January 2004 - May 2005
Learning Support Services January 2001 - December 2004
Skills
Financial Modeling, Corporate Actions, Corporate Finance, Investments, Securities, Mutual Funds, Financial Services, Accounting, Finance, Account Reconciliation, Financial Accounting, Bloomberg, Analysis, Financial Analysis
Education
BRANDEIS UNIVERSITY, International Business School 2008 — 2010
Masters of Science - Magna Cum Laude, Finance; International Business Finance
Brandeis University, Lemberg - International Business School 2008 — 2010
Masters, Finance
IE Business School 2009 — 2009
Masters of Science in Finance, World Financial Centers
COMMONWEALTH COLLEGE 2001 — 2005
Bachelors of Arts, General Studies, 3.6+
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts - Magna Cum Laude, Legal Studies / French / Italian
Institut catholique de Paris 2003 — 2003
Institut Catholique was a semester study abroad program for my Frech major at UMASS., French, 4.00
Detty Permanasari-Aziz's BNY Mellon Experience April 2013 - Present
Job Financial Reporting Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon April 2013 - Present
Citco Fund Services January 2008 - March 2013
PT. Jakarta Setiabudi Property / PT. Jan Darmadi Corporation - Jakarta, Indonesia (www.jsi.co.id) 1996 - 1999
PT. Elmi Perdana - Jakarta, Indonesia 1989 - 1996
PT. Perdana Investco, Jakarta - Indonesia 1989 - 1990
Arthur Young International, Jakarta - Indonesia (now Ernst and Young) 1986 - 1989
Education
Boston University - School of Management 1983 — 1985
BSBA, Business Administration
Mount Ida College 1981 — 1983
Associate Degree, Liberal Arts
SMA VI 1979 — 1981
BNY Mellon April 2013 - Present
Citco Fund Services January 2008 - March 2013
PT. Jakarta Setiabudi Property / PT. Jan Darmadi Corporation - Jakarta, Indonesia (www.jsi.co.id) 1996 - 1999
PT. Elmi Perdana - Jakarta, Indonesia 1989 - 1996
PT. Perdana Investco, Jakarta - Indonesia 1989 - 1990
Arthur Young International, Jakarta - Indonesia (now Ernst and Young) 1986 - 1989
Education
Boston University - School of Management 1983 — 1985
BSBA, Business Administration
Mount Ida College 1981 — 1983
Associate Degree, Liberal Arts
SMA VI 1979 — 1981
Andrew Jolin's BNY Mellon Experience July 2013 - Present
Job Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Investment Management Cayman February 2014 - Present
BNY Mellon July 2013 - Present
BNY Mellon September 2010 - July 2013
Robert Half Legal December 2008 - November 2009
Education
Suffolk University Law School 2005 — 2008
JD, Law
Brandeis University 2001 — 2005
BA, Ecomonics and Sociology
BNY Mellon Investment Management Cayman February 2014 - Present
BNY Mellon July 2013 - Present
BNY Mellon September 2010 - July 2013
Robert Half Legal December 2008 - November 2009
Education
Suffolk University Law School 2005 — 2008
JD, Law
Brandeis University 2001 — 2005
BA, Ecomonics and Sociology
vincent santoro's BNY Mellon Experience October 2013 - April 2014
Job Desktop Support Engineer at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon October 2013 - April 2014
SA IT Services February 2012 - September 2013
SA IT Services May 2008 - February 2012
Skills
Active Directory, Troubleshooting, Servers, Windows 7, Windows Server, Computer Hardware, Windows XP, Hardware, Technical Support, Operating Systems, Software Installation, Windows, Group Policy, Networking, Printers, Software, VMware, TCP/IP, DNS, DHCP
Education
Branford Hall Career Institute-Windsor Campus
BNY Mellon October 2013 - April 2014
SA IT Services February 2012 - September 2013
SA IT Services May 2008 - February 2012
Skills
Active Directory, Troubleshooting, Servers, Windows 7, Windows Server, Computer Hardware, Windows XP, Hardware, Technical Support, Operating Systems, Software Installation, Windows, Group Policy, Networking, Printers, Software, VMware, TCP/IP, DNS, DHCP
Education
Branford Hall Career Institute-Windsor Campus
Guy Brown's BNY Mellon Experience 2010 - 2012
Job Consultant at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources 2014 - Present
West Penn Allegheny Health System 2012 - 2014
BNY Mellon 2010 - 2012
Jefferson Wells (now Experis) 2007 - 2010
Michael Baker Corporation 2002 - 2006
Skills
Process Auditing, Internal Controls, Internal Audit, SOX, Accounting, Financial Analysis, Financial Reporting, Healthcare, Project Engineering, Banking, Manufacturing, Electric Utility, Utility - water & sewer, Corporate Fraud..., Procurement, Procurement Contracts, Procurement systems, Equipment Management, Sarbanes-Oxley Act, Auditing, Financial Risk, Mergers, Managerial Finance, GAAP, Analysis, SAP, Software Documentation, Cash Management, IT Audit, Finance, Mergers & Acquisitions, Software Procurement, Enterprise Risk..., Cost Accounting, Risk Management, Business Process..., Financial Audits, Sarbanes-Oxley, Risk Assessment, Revenue Recognition, COSO, Financial Accounting, Fraud, SAS70, SOX 404, Account Reconciliation, Certified Fraud Examiner, Acquisition Integration, Business Process, External Audit
Education
Bowling Green State University
MBA, Finance, 3.0
University of Toledo
Bachelor of Business Administration (B.B.A.), Accounting
Robert Half Management Resources 2014 - Present
West Penn Allegheny Health System 2012 - 2014
BNY Mellon 2010 - 2012
Jefferson Wells (now Experis) 2007 - 2010
Michael Baker Corporation 2002 - 2006
Skills
Process Auditing, Internal Controls, Internal Audit, SOX, Accounting, Financial Analysis, Financial Reporting, Healthcare, Project Engineering, Banking, Manufacturing, Electric Utility, Utility - water & sewer, Corporate Fraud..., Procurement, Procurement Contracts, Procurement systems, Equipment Management, Sarbanes-Oxley Act, Auditing, Financial Risk, Mergers, Managerial Finance, GAAP, Analysis, SAP, Software Documentation, Cash Management, IT Audit, Finance, Mergers & Acquisitions, Software Procurement, Enterprise Risk..., Cost Accounting, Risk Management, Business Process..., Financial Audits, Sarbanes-Oxley, Risk Assessment, Revenue Recognition, COSO, Financial Accounting, Fraud, SAS70, SOX 404, Account Reconciliation, Certified Fraud Examiner, Acquisition Integration, Business Process, External Audit
Education
Bowling Green State University
MBA, Finance, 3.0
University of Toledo
Bachelor of Business Administration (B.B.A.), Accounting
Andrew LeClerc's BNY Mellon Experience September 2014 - Present
Job Sales and Marketing Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
State Street November 2011 - September 2014
State Street February 2008 - November 2011
Skills
Bloomberg, Financial Services, Fund Accounting, Fund Administration, Mutual Funds, Trade Finance, Bank Reconciliation, G/L Reconciliations, Client Relations Skills, Relationship Management, Portfolio Management, Financial Reporting, Financial Analysis
Education
Bridgewater State College 2002 — 2006
Bachelor's degree, Accounting and Business/Management, 3.0
BNY Mellon September 2014 - Present
State Street November 2011 - September 2014
State Street February 2008 - November 2011
Skills
Bloomberg, Financial Services, Fund Accounting, Fund Administration, Mutual Funds, Trade Finance, Bank Reconciliation, G/L Reconciliations, Client Relations Skills, Relationship Management, Portfolio Management, Financial Reporting, Financial Analysis
Education
Bridgewater State College 2002 — 2006
Bachelor's degree, Accounting and Business/Management, 3.0
Elizabeth Windsor's BNY Mellon Experience June 2015 - Present
Job Senior Counsel, Employment at BNY Mellon
Industry Law Practice
Experience
BNY Mellon June 2015 - Present
Morgan, Lewis & Bockius LLP July 2005 - June 2015
K&L Gates October 2004 - June 2005
The Honorable Arthur J. Schwab, United States District Judge September 2003 - September 2004
EF Educational Tours 1998 - 2000
Skills
Employment Litigation, Labor and Employment..., Class Actions, Collective Actions, Noncompete Litigation &..., Wage & Hour Expertise, Litigation, Appeals, Commercial Litigation, Legal Research, Wage & Hour, Employment Law, Civil Litigation, Trade Secrets, Courts, Trials, Discrimination, Mediation, Product Liability, Non-compete Agreements, Depositions, Employment..., Employee Handbooks, FMLA, Retaliation, ERISA
Education
Boston University School of Law 2000 — 2003
J.D., magna cum laude
Kenyon College 1994 — 1998
A.B., Art History
Mt. Lebanon High School 1992 — 1994
Shady Side Academy 1991 — 1992
BNY Mellon June 2015 - Present
Morgan, Lewis & Bockius LLP July 2005 - June 2015
K&L Gates October 2004 - June 2005
The Honorable Arthur J. Schwab, United States District Judge September 2003 - September 2004
EF Educational Tours 1998 - 2000
Skills
Employment Litigation, Labor and Employment..., Class Actions, Collective Actions, Noncompete Litigation &..., Wage & Hour Expertise, Litigation, Appeals, Commercial Litigation, Legal Research, Wage & Hour, Employment Law, Civil Litigation, Trade Secrets, Courts, Trials, Discrimination, Mediation, Product Liability, Non-compete Agreements, Depositions, Employment..., Employee Handbooks, FMLA, Retaliation, ERISA
Education
Boston University School of Law 2000 — 2003
J.D., magna cum laude
Kenyon College 1994 — 1998
A.B., Art History
Mt. Lebanon High School 1992 — 1994
Shady Side Academy 1991 — 1992
Matthew Capen's BNY Mellon Experience November 2004 - May 2011
Job Internal Project Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
Phillip B. Mubiru's BNY Mellon Experience February 2015 - Present
Job Vice President Treasury / ALMCapital Planning at Bank of New York Mellon
Industry Banking
Experience
BNY Mellon February 2015 - Present
State Street Corporation June 2006 - May 2014
Healthways March 2003 - June 2006
Tufts Health Plan February 2002 - March 2003
Pfizer January 2001 - December 2001
Verizon Wireless January 2000 - January 2001
Skills
Financial Modeling, Business Analysis, Financial Risk, Analysis, Valuation, Banking, Forecasting, Capital Markets, Capital and RWA..., Regulatory & Economic..., Budgeting & Forecasting, Financial Planning &..., SNL, Spotfire, Khalix..., Financial Services, Due Diligence, Capital Structure, Balance Sheet Strategy, New Business and..., Basel I/II/III, Finance, Corporate Finance, Management, Economics, Financial Planning
Education
Brandeis International Business School 2004 — 2005
Master of Science, Finance
University of Massachusetts at Lowell 1996 — 2000
Barchelor of Science, Finance / MIS
St. Mary's College, Kisubi (Uganda) 1983 — 1990
High School Certificate (HSC), French, Economics, Math & Art, HSC (Form 6))
BNY Mellon February 2015 - Present
State Street Corporation June 2006 - May 2014
Healthways March 2003 - June 2006
Tufts Health Plan February 2002 - March 2003
Pfizer January 2001 - December 2001
Verizon Wireless January 2000 - January 2001
Skills
Financial Modeling, Business Analysis, Financial Risk, Analysis, Valuation, Banking, Forecasting, Capital Markets, Capital and RWA..., Regulatory & Economic..., Budgeting & Forecasting, Financial Planning &..., SNL, Spotfire, Khalix..., Financial Services, Due Diligence, Capital Structure, Balance Sheet Strategy, New Business and..., Basel I/II/III, Finance, Corporate Finance, Management, Economics, Financial Planning
Education
Brandeis International Business School 2004 — 2005
Master of Science, Finance
University of Massachusetts at Lowell 1996 — 2000
Barchelor of Science, Finance / MIS
St. Mary's College, Kisubi (Uganda) 1983 — 1990
High School Certificate (HSC), French, Economics, Math & Art, HSC (Form 6))
Polai Lee's BNY Mellon Experience August 2015 - October 2015
Job Analyst at Murray Devine
Industry Financial Services
Experience
Murray Devine October 2015 - Present
BNY Mellon August 2015 - October 2015
J.P. Morgan September 2012 - September 2014
Geode Capital Management May 2012 - July 2012
Boston University Finance and Investment Club January 2012 - May 2012
Coburn and Meredith, Inc. November 2011 - May 2012
Education
Boston University Questrom School of Business 2007 — 2011
B.S.B.A., Accounting and Finance
Murray Devine October 2015 - Present
BNY Mellon August 2015 - October 2015
J.P. Morgan September 2012 - September 2014
Geode Capital Management May 2012 - July 2012
Boston University Finance and Investment Club January 2012 - May 2012
Coburn and Meredith, Inc. November 2011 - May 2012
Education
Boston University Questrom School of Business 2007 — 2011
B.S.B.A., Accounting and Finance
Ronn Greer's BNY Mellon Experience 1983 - 1984
Job Vice President, retired at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase 1984 - 2003
BNY Mellon 1983 - 1984
Self employed 1980 - 1984
North Allegheny School District September 1975 - September 1979
Education
University of Pittsburgh 1974 — 1975
Master’s Degree
Bowling Green State University 1971 — 1972
Master’s Degree
Slippery Rock University of Pennsylvania 1967 — 1971
Bachelor’s Degree
JP Morgan Chase 1984 - 2003
BNY Mellon 1983 - 1984
Self employed 1980 - 1984
North Allegheny School District September 1975 - September 1979
Education
University of Pittsburgh 1974 — 1975
Master’s Degree
Bowling Green State University 1971 — 1972
Master’s Degree
Slippery Rock University of Pennsylvania 1967 — 1971
Bachelor’s Degree
Shannon Iannetti's BNY Mellon Experience January 2012 - Present
Job Shareholder Services Specialist ll at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
State Street March 2011 - October 2011
NATIONAL FINANCIAL, a Fidelity Investments Company December 2007 - April 2009
Fidelity Investments October 2005 - December 2007
Education
Massasoit Community College
Associates Degree, Liberal Arts
Bridgewater State University
B.S. School, Management Science; Accounting & Finance
BNY Mellon January 2012 - Present
State Street March 2011 - October 2011
NATIONAL FINANCIAL, a Fidelity Investments Company December 2007 - April 2009
Fidelity Investments October 2005 - December 2007
Education
Massasoit Community College
Associates Degree, Liberal Arts
Bridgewater State University
B.S. School, Management Science; Accounting & Finance
David Veith's BNY Mellon Experience June 2006 - June 2011
Job Risk and Compliance Officer at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. March 2014 - Present
JPMorgan Chase & Co. January 2012 - March 2014
BNY Mellon June 2006 - June 2011
JPMorgan Chase & Co. January 2000 - June 2006
Education
Bowling Green State University 1984 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
JPMorgan Chase & Co. March 2014 - Present
JPMorgan Chase & Co. January 2012 - March 2014
BNY Mellon June 2006 - June 2011
JPMorgan Chase & Co. January 2000 - June 2006
Education
Bowling Green State University 1984 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Richard Stearns's BNY Mellon Experience October 2007 - Present
Job NSCC Senior Operations Representative at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2007 - Present
Boston Financial Data Services September 2005 - September 2007
Natixis Global Asset Management September 2000 - September 2005
Education
Bridgewater State College 2000 — 2005
Bachelor's degree, Business Administration and Management, General
BNY Mellon October 2007 - Present
Boston Financial Data Services September 2005 - September 2007
Natixis Global Asset Management September 2000 - September 2005
Education
Bridgewater State College 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Bryan Lau's BNY Mellon Experience
Job Client Accounting and Reporting Supervisor II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Fund Accounting, Bloomberg, Securities, Bloomberg Terminal, Account Reconciliation, Financial Reporting, Financial Services, Financial Accounting, Financial Statements, Internal Controls, General Ledger, Global Custody, Accruals, Microsoft Excel, PowerPoint, Microsoft Office
Education
Boston University Graduate School of Management 2012 — 2016
Master of Business Administration (M.B.A.), Finance and Business Strategy
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics
BNY Mellon
Skills
Fund Accounting, Bloomberg, Securities, Bloomberg Terminal, Account Reconciliation, Financial Reporting, Financial Services, Financial Accounting, Financial Statements, Internal Controls, General Ledger, Global Custody, Accruals, Microsoft Excel, PowerPoint, Microsoft Office
Education
Boston University Graduate School of Management 2012 — 2016
Master of Business Administration (M.B.A.), Finance and Business Strategy
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Francine Jones's BNY Mellon Experience December 1986 - Present
Job Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 1986 - Present
Skills
Lean Six Sigma Green..., Project Management, Leadership, Six Sigma
Education
Boston University Graduate School of Management 1989 — 1993
Master of Business Administration (M.B.A.)
University of Vermont 1980 — 1983
Business Administration and Management, General
BNY Mellon December 1986 - Present
Skills
Lean Six Sigma Green..., Project Management, Leadership, Six Sigma
Education
Boston University Graduate School of Management 1989 — 1993
Master of Business Administration (M.B.A.)
University of Vermont 1980 — 1983
Business Administration and Management, General
Jeffrey Denson's BNY Mellon Experience February 2015 - August 2015
Job Student at Bradford School
Industry
Experience
BNY Mellon February 2015 - August 2015
EGS September 2014 - February 2015
McDonald's Corporation June 2012 - August 2014
Education
Bradford School 2015 — 2016
BNY Mellon February 2015 - August 2015
EGS September 2014 - February 2015
McDonald's Corporation June 2012 - August 2014
Education
Bradford School 2015 — 2016
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