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
Jonathan Moussavou-Mihindou Jonathan Moussavou-Mihindou's BNY Mellon Experience May 2015 - Present
Job Tax Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon September 2013 - April 2015
Bose Corporation September 2012 - September 2013
Cunnigham & Associates 2012 - 2012
Vector Marketing June 2010 - August 2011
Boston Leaf Guard June 2009 - August 2009
Baker's Best Cafe September 2006 - August 2008
Subway February 2006 - August 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting, New Business Development
Education
Bryant University 2008 — 2012
Bachelor of Business Administration, Finance & Economics
Holliston High School 2006 — 2008
High School Diploma, N/A
Immaculee conception
Bachelor of Business Administration (B.B.A.)
BNY Mellon May 2015 - Present
BNY Mellon September 2013 - April 2015
Bose Corporation September 2012 - September 2013
Cunnigham & Associates 2012 - 2012
Vector Marketing June 2010 - August 2011
Boston Leaf Guard June 2009 - August 2009
Baker's Best Cafe September 2006 - August 2008
Subway February 2006 - August 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting, New Business Development
Education
Bryant University 2008 — 2012
Bachelor of Business Administration, Finance & Economics
Holliston High School 2006 — 2008
High School Diploma, N/A
Immaculee conception
Bachelor of Business Administration (B.B.A.)
Ross Amato Ross Amato's BNY Mellon Experience May 2012 - January 2014
Job Financial Analyst II, The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group May 2015 - Present
State Street Global Advisors January 2014 - Present
BNY Mellon May 2012 - January 2014
BNY Mellon May 2006 - May 2012
Skills
Finance, Property & Casualty..., Financial Analysis, Financial Services, Bloomberg, Fund Administration, Fund Accounting, Securities, Investments, Corporate Actions, Financial Modeling, Equities, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg Terminal, Accounting, Asset Management, Microsoft Excel, Financial Reporting, Corporate Budgeting, Proformas, Tracking Budget Expenses, Financial Accounting, Ratios, Fund Of Funds, Treasury Management, Client Services
Education
Bryant University 2002 — 2006
B.A. Business Administration, Finance
Saint John's High School 1998 — 2002
The Hanover Insurance Group May 2015 - Present
State Street Global Advisors January 2014 - Present
BNY Mellon May 2012 - January 2014
BNY Mellon May 2006 - May 2012
Skills
Finance, Property & Casualty..., Financial Analysis, Financial Services, Bloomberg, Fund Administration, Fund Accounting, Securities, Investments, Corporate Actions, Financial Modeling, Equities, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg Terminal, Accounting, Asset Management, Microsoft Excel, Financial Reporting, Corporate Budgeting, Proformas, Tracking Budget Expenses, Financial Accounting, Ratios, Fund Of Funds, Treasury Management, Client Services
Education
Bryant University 2002 — 2006
B.A. Business Administration, Finance
Saint John's High School 1998 — 2002
Sharmin Karim Sharmin Karim's BNY Mellon Experience May 2012 - June 2014
Job Basel III Project Lead, Financial Reporting at Bank of the West
Industry Banking
Experience
Bank of the West July 2014 - Present
BNY Mellon May 2012 - June 2014
PNC Bank January 2011 - May 2012
Wells Fargo Bank January 2007 - November 2010
Grant Thornton LLP July 2005 - February 2007
COMMUNITY IN SCHOOL January 2004 - March 2005
LGC&D January 2001 - January 2003
FLEET BOSTON FINANCIAL January 1999 - January 2001
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Finance, Payroll, Account Reconciliation, Banking, Analysis, General Ledger, Accounts Payable, Budgets, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
BRYANT COLLEGE, FACULTY OF BUSINESS 2002 — 2004
Master, Business Administration
Bryant University 2000 — 2002
MBA, Accounting
UNIVERSITY OF HARTFORD, BARNEY SCHOOL OF BUSINESS 1999 — 2001
Bachelor, Business Administration
Bank of the West July 2014 - Present
BNY Mellon May 2012 - June 2014
PNC Bank January 2011 - May 2012
Wells Fargo Bank January 2007 - November 2010
Grant Thornton LLP July 2005 - February 2007
COMMUNITY IN SCHOOL January 2004 - March 2005
LGC&D January 2001 - January 2003
FLEET BOSTON FINANCIAL January 1999 - January 2001
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Finance, Payroll, Account Reconciliation, Banking, Analysis, General Ledger, Accounts Payable, Budgets, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
BRYANT COLLEGE, FACULTY OF BUSINESS 2002 — 2004
Master, Business Administration
Bryant University 2000 — 2002
MBA, Accounting
UNIVERSITY OF HARTFORD, BARNEY SCHOOL OF BUSINESS 1999 — 2001
Bachelor, Business Administration
Lisa Georgiou Lisa Georgiou's BNY Mellon Experience December 2014 - Present
Job Vice President, Marketing Communications Project Manager at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon December 2014 - Present
PIMCO June 2013 - December 2014
PIMCO September 2012 - June 2013
PIMCO October 2010 - September 2012
Allianz Global Investors June 2008 - October 2010
Skills
Project Management, Strategic Planning, Campaign Management, Social Media Marketing, Relationship Management, Production Managment, Digital Innovation, Digital Media, Creative Strategy, Web Development, Mutual Funds, Asset Allocation, Collaborative Problem..., Fixed Income, Series 7, Asset Management, Equities, Investments, Portfolio Management, Financial Analysis, Securities, Wealth Management, Finance, Strategic Financial..., Microsoft Excel, CRM, Competitive Analysis, Peer Mentoring
Education
Bryant University 2004 — 2008
BSBA, Finance
BNY Mellon December 2014 - Present
PIMCO June 2013 - December 2014
PIMCO September 2012 - June 2013
PIMCO October 2010 - September 2012
Allianz Global Investors June 2008 - October 2010
Skills
Project Management, Strategic Planning, Campaign Management, Social Media Marketing, Relationship Management, Production Managment, Digital Innovation, Digital Media, Creative Strategy, Web Development, Mutual Funds, Asset Allocation, Collaborative Problem..., Fixed Income, Series 7, Asset Management, Equities, Investments, Portfolio Management, Financial Analysis, Securities, Wealth Management, Finance, Strategic Financial..., Microsoft Excel, CRM, Competitive Analysis, Peer Mentoring
Education
Bryant University 2004 — 2008
BSBA, Finance
Dawn Handley Dawn Handley's BNY Mellon Experience January 2011 - May 2014
Job ??
Industry Financial Services
Experience
DUMAC Business Systems, Inc. May 2015 - Present
BNY Mellon January 2011 - May 2014
BNY Mellon April 2007 - January 2011
BNY Mellon March 2004 - April 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Team Building, Leadership, Innovation, Training
Education
Bryant and Stratton College 2001 — 2003
Associate of Arts (A.A.), Business Administration, Management and Operations
DUMAC Business Systems, Inc. May 2015 - Present
BNY Mellon January 2011 - May 2014
BNY Mellon April 2007 - January 2011
BNY Mellon March 2004 - April 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Team Building, Leadership, Innovation, Training
Education
Bryant and Stratton College 2001 — 2003
Associate of Arts (A.A.), Business Administration, Management and Operations
Heidi Simpson-Sandoval Heidi Simpson-Sandoval's BNY Mellon Experience 2011 - 2014
Job Senior Vice President
Industry Financial Services
Experience
BNY Mellon 2011 - 2014
BNY Mellon 2007 - 2011
Mellon Financial Corporation 2005 - 2007
Dreyfus Corporation 1999 - 2005
Mellon Financial Corporation 1993 - 1999
Security Pacific Bank / Bank of America 1986 - 1993
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Derivatives, Financial Services, Mutual Funds, Portfolio Management, Securities, Strategy, Finance, Financial Analysis, Investment Management, Business Development, Investments, Management, Banking, Risk Management, Alternative Investments, Relationship Management
Education
Brigham Young University
Bachelor's Degree, Business Management, Finance and Spanish
Lee Hecht Harrison Alumni
BNY Mellon 2011 - 2014
BNY Mellon 2007 - 2011
Mellon Financial Corporation 2005 - 2007
Dreyfus Corporation 1999 - 2005
Mellon Financial Corporation 1993 - 1999
Security Pacific Bank / Bank of America 1986 - 1993
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Derivatives, Financial Services, Mutual Funds, Portfolio Management, Securities, Strategy, Finance, Financial Analysis, Investment Management, Business Development, Investments, Management, Banking, Risk Management, Alternative Investments, Relationship Management
Education
Brigham Young University
Bachelor's Degree, Business Management, Finance and Spanish
Lee Hecht Harrison Alumni
James Goral James Goral's BNY Mellon Experience October 2008 - August 2014
Job Portfolio Reporting Analyst
Industry Financial Services
Experience
NA April 2015 - Present
BNY Mellon October 2008 - August 2014
Skills
Client Relations Skills, Mutual Funds, Supervisory Skills, Microsoft Excel, Management, Customer Service, Financial Services, Process Improvement, Internal Controls, Project Management, PowerPoint
Education
Bryant University 1998 — 2002
Bachelor's degree, Finance, General
NA April 2015 - Present
BNY Mellon October 2008 - August 2014
Skills
Client Relations Skills, Mutual Funds, Supervisory Skills, Microsoft Excel, Management, Customer Service, Financial Services, Process Improvement, Internal Controls, Project Management, PowerPoint
Education
Bryant University 1998 — 2002
Bachelor's degree, Finance, General
Sophie Asher's BNY Mellon Experience December 2011 - July 2012
Job Customer Marketing Specialist at Salesforce
Industry Information Technology and Services
Experience
Salesforce May 2015 - Present
salesforce.com May 2013 - Present
GAM July 2012 - January 2013
BNY Mellon December 2011 - July 2012
Bridgewater Associates (back office acquired by BNY Mellon in December 2011) July 2011 - December 2011
Stanford University Graduate School of Business June 2010 - August 2010
Brown University September 2008 - May 2009
Skills
Microsoft Excel, Hedge Funds, Research, Project Management, Bloomberg, Data Analysis, Public Speaking, Highly detail oriented, Microsoft Office, Derivative Operations, Analytical Reasoning, Problem Solving, Communication, Interpersonal Skill, Task Management, Oral & Written..., Organized Multi-tasker, Business Analytics, PowerPoint, Global Strategy, Global Operations, Reporting & Analysis, Cross Functional..., Workforce Planning, Organisational Alignment, Sales Compensation, Capacity Planning, Cross-functional Team..., Marketing, Salesforce.com
Education
Brown University 2007 — 2011
B.A, Medieval Studies, 3.9 GPA
The University of Edinburgh 2009 — 2010
Junior Year Abroad
Menlo-Atherton High School 2004 — 2007
Salesforce May 2015 - Present
salesforce.com May 2013 - Present
GAM July 2012 - January 2013
BNY Mellon December 2011 - July 2012
Bridgewater Associates (back office acquired by BNY Mellon in December 2011) July 2011 - December 2011
Stanford University Graduate School of Business June 2010 - August 2010
Brown University September 2008 - May 2009
Skills
Microsoft Excel, Hedge Funds, Research, Project Management, Bloomberg, Data Analysis, Public Speaking, Highly detail oriented, Microsoft Office, Derivative Operations, Analytical Reasoning, Problem Solving, Communication, Interpersonal Skill, Task Management, Oral & Written..., Organized Multi-tasker, Business Analytics, PowerPoint, Global Strategy, Global Operations, Reporting & Analysis, Cross Functional..., Workforce Planning, Organisational Alignment, Sales Compensation, Capacity Planning, Cross-functional Team..., Marketing, Salesforce.com
Education
Brown University 2007 — 2011
B.A, Medieval Studies, 3.9 GPA
The University of Edinburgh 2009 — 2010
Junior Year Abroad
Menlo-Atherton High School 2004 — 2007
Brian Dulong Brian Dulong's BNY Mellon Experience June 2015 - Present
Job Student at Bryant University
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Bryant University September 2011 - Present
McEleney Landscaping Inc. May 2011 - Present
Big Brothers Big Sisters of America September 2012 - Present
EMC 2014 - 2014
Bertucci's 2009 - 2011
Fireside Catering June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Customer Service, Operations Management, Management, Microsoft Word, Leadership, Teamwork, Group Projects, Minitab, Public Speaking, Marketing, Economics, Accounting, Social Media, Social Networking, Volunteering, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Albert-Ludwigs-Universität Freiburg im Breisgau 2014 — 2014
Spring Semester Abroad Experience, IES Study Abroad - European Union
Woburn Memorial High School 2008 — 2011
BNY Mellon June 2015 - Present
Bryant University September 2011 - Present
McEleney Landscaping Inc. May 2011 - Present
Big Brothers Big Sisters of America September 2012 - Present
EMC 2014 - 2014
Bertucci's 2009 - 2011
Fireside Catering June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Customer Service, Operations Management, Management, Microsoft Word, Leadership, Teamwork, Group Projects, Minitab, Public Speaking, Marketing, Economics, Accounting, Social Media, Social Networking, Volunteering, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Albert-Ludwigs-Universität Freiburg im Breisgau 2014 — 2014
Spring Semester Abroad Experience, IES Study Abroad - European Union
Woburn Memorial High School 2008 — 2011
Ted Dalton Ted Dalton's BNY Mellon Experience August 2014 - Present
Job Vice President Commercial Real Estate at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2014 - Present
Teddy Inc. April 2008 - August 2014
Anglo Irish Bank January 2006 - April 2008
Scotiabank January 2001 - December 2005
Metropolitan Funding Corp February 1999 - December 2000
Skills
Structured Finance, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Due Diligence, Negotiation, Valuation, Mortgage Lending, Team Leadership, Loan Origination, Team Building, Real Estate Economics, Financial Structuring, Finance, Leadership, Investment Properties, Portfolio Management, Client Relations, Mortgage Underwriting, Underwriting, Asset Management, Lease Negotiations, Commercial Leasing, Lease Documentation, Legal Documentation, Credit Analysis, Credit Risk, Real Estate
Education
Brooklyn Law School 1996 — 2000
Juris Doctorate, Business Law
Baruch College Zicklin School of Business 1997 — 2000
Master of Business Administration (MBA), Finance
Fordham University 1990 — 1994
Bachelor's Degree, Political Science
BNY Mellon August 2014 - Present
Teddy Inc. April 2008 - August 2014
Anglo Irish Bank January 2006 - April 2008
Scotiabank January 2001 - December 2005
Metropolitan Funding Corp February 1999 - December 2000
Skills
Structured Finance, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Due Diligence, Negotiation, Valuation, Mortgage Lending, Team Leadership, Loan Origination, Team Building, Real Estate Economics, Financial Structuring, Finance, Leadership, Investment Properties, Portfolio Management, Client Relations, Mortgage Underwriting, Underwriting, Asset Management, Lease Negotiations, Commercial Leasing, Lease Documentation, Legal Documentation, Credit Analysis, Credit Risk, Real Estate
Education
Brooklyn Law School 1996 — 2000
Juris Doctorate, Business Law
Baruch College Zicklin School of Business 1997 — 2000
Master of Business Administration (MBA), Finance
Fordham University 1990 — 1994
Bachelor's Degree, Political Science
Jessica Misencik Jessica Misencik's BNY Mellon Experience August 2014 - Present
Job AS Settlement Supervisor, STIF
Industry Financial Services
Experience
Pacific Health Club November 2014 - Present
Zumba September 2014 - Present
BNY Mellon August 2014 - Present
Thirty-One Gifts October 2010 - Present
BNY Mellon October 2010 - August 2014
Marjama Muldoon Blasiak & Sullivan LLP 2009 - 2010
Brookline Development Company, LLC 2007 - 2009
Skills
Banking, Financial Services, Process Improvement, Securities, Relationship Management, Lotus Notes, Microsoft Excel, Direct Sales, Team Leadership, Teamwork, Time Management, Customer Service, Accounts Receivable, Recruiting, Accounts Payable, Management, Public Speaking
Education
Bryant & Stratton College - Syracuse North 2007 — 2009
Associate's Degree, Paralegal Studies
Hilbert College 2001 — 2003
Bachelor's Degree, Criminal Justice/Police Science
Herkimer County Community College 1999 — 2001
Associate's Degree, Criminal Justice/Police Science
Pacific Health Club November 2014 - Present
Zumba September 2014 - Present
BNY Mellon August 2014 - Present
Thirty-One Gifts October 2010 - Present
BNY Mellon October 2010 - August 2014
Marjama Muldoon Blasiak & Sullivan LLP 2009 - 2010
Brookline Development Company, LLC 2007 - 2009
Skills
Banking, Financial Services, Process Improvement, Securities, Relationship Management, Lotus Notes, Microsoft Excel, Direct Sales, Team Leadership, Teamwork, Time Management, Customer Service, Accounts Receivable, Recruiting, Accounts Payable, Management, Public Speaking
Education
Bryant & Stratton College - Syracuse North 2007 — 2009
Associate's Degree, Paralegal Studies
Hilbert College 2001 — 2003
Bachelor's Degree, Criminal Justice/Police Science
Herkimer County Community College 1999 — 2001
Associate's Degree, Criminal Justice/Police Science
Marie D. Cantave Marie D. Cantave's BNY Mellon Experience December 1999 - April 2004
Job Personal Banker at Fidelity Bank
Industry Banking
Experience
Fidelity Bank 2015 - Present
First Citizens Bank August 2012 - February 2015
BB&T Bank October 2006 - August 2012
SunTrust Bank April 2005 - October 2006
BNY Mellon December 1999 - April 2004
United Teletech FCU June 1995 - May 1999
Skills
Banking, Credit, Customer Service, Loans, Management, Investments, Finance, French, English, and..., 17 years in Customer..., Advise people on..., Small Business Lending, Mortgage Lending, Financial Services, Mortgage Banking, Deposits, Profile both new and..., Exel, Microsoft, Power..., I have taking all my..., Insurance, Sales, Commercial Banking, Relationship Management, Retail Banking, CRM, Consumer Lending, Cross Selling, Lines Of Credit, Credit Analysis, Commercial Lending, Cash Management, Loan Origination, Underwriting, Leadership, International Business,..., Financial Analysis, Portfolio Management
Education
Strayer University 2015 — 2016
Bachelor’s Degree, International Business/ Import/Export
Strayer University 2015 — 2016
Bachelor’s Degree, International Business
Brookdale Community College 1993 — 1996
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities
Fidelity Bank 2015 - Present
First Citizens Bank August 2012 - February 2015
BB&T Bank October 2006 - August 2012
SunTrust Bank April 2005 - October 2006
BNY Mellon December 1999 - April 2004
United Teletech FCU June 1995 - May 1999
Skills
Banking, Credit, Customer Service, Loans, Management, Investments, Finance, French, English, and..., 17 years in Customer..., Advise people on..., Small Business Lending, Mortgage Lending, Financial Services, Mortgage Banking, Deposits, Profile both new and..., Exel, Microsoft, Power..., I have taking all my..., Insurance, Sales, Commercial Banking, Relationship Management, Retail Banking, CRM, Consumer Lending, Cross Selling, Lines Of Credit, Credit Analysis, Commercial Lending, Cash Management, Loan Origination, Underwriting, Leadership, International Business,..., Financial Analysis, Portfolio Management
Education
Strayer University 2015 — 2016
Bachelor’s Degree, International Business/ Import/Export
Strayer University 2015 — 2016
Bachelor’s Degree, International Business
Brookdale Community College 1993 — 1996
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities
Melissa Brandley's BNY Mellon Experience December 2012 - Present
Job Executive Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
FL Smith, LLC April 2008 - October 2012
Sassy Stems Floral Design May 2008 - December 2011
Les Olson Company October 2004 - January 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, iPhone, 10 Key, Mas 90, Outlook, Accounting, Management, Customer Service, Invoicing
Education
Brigham Young University 2000 — 2004
Bachelor of Arts, Psychology
BNY Mellon December 2012 - Present
FL Smith, LLC April 2008 - October 2012
Sassy Stems Floral Design May 2008 - December 2011
Les Olson Company October 2004 - January 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, iPhone, 10 Key, Mas 90, Outlook, Accounting, Management, Customer Service, Invoicing
Education
Brigham Young University 2000 — 2004
Bachelor of Arts, Psychology
Elsa Liao Elsa Liao's BNY Mellon Experience May 2015 - Present
Job Depositary Receipts Intern at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Bryn Mawr College August 2014 - May 2015
China Construction Bank July 2014 - September 2014
chashama May 2014 - July 2014
Guangdong Provincial Museum June 2013 - August 2013
Skills
Bloomberg, Depositary Receipts, Research, Investor Relations, Table Tennis, Piano, Audio Editing
Education
Bryn Mawr College 2011 — 2015
Bachelor of Arts (B.A.), History of Art, Economics
Haverford College 2012 — 2015
Economics
University of Pennsylvania 2013 — 2013
History of Art
BNY Mellon May 2015 - Present
Bryn Mawr College August 2014 - May 2015
China Construction Bank July 2014 - September 2014
chashama May 2014 - July 2014
Guangdong Provincial Museum June 2013 - August 2013
Skills
Bloomberg, Depositary Receipts, Research, Investor Relations, Table Tennis, Piano, Audio Editing
Education
Bryn Mawr College 2011 — 2015
Bachelor of Arts (B.A.), History of Art, Economics
Haverford College 2012 — 2015
Economics
University of Pennsylvania 2013 — 2013
History of Art
Mark DeSpirito Mark DeSpirito's BNY Mellon Experience October 2012 - October 2013
Job Director at SEI Investments
Industry Financial Services
Experience
SEI October 2013 - Present
BNY Mellon October 2012 - October 2013
International Fund Services (IFS) Ltd, A State Street Company January 1995 - February 2012
Moore Capital Management January 1992 - January 1995
Intermarket Capital September 1990 - January 1992
Skills
Hedge Funds, Fixed Income, Middle Office, Fund Administration, Settlement, Management, Back Office, FX Options, Options, Equities, Derivatives, Bloomberg
Education
Bryant University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
SEI October 2013 - Present
BNY Mellon October 2012 - October 2013
International Fund Services (IFS) Ltd, A State Street Company January 1995 - February 2012
Moore Capital Management January 1992 - January 1995
Intermarket Capital September 1990 - January 1992
Skills
Hedge Funds, Fixed Income, Middle Office, Fund Administration, Settlement, Management, Back Office, FX Options, Options, Equities, Derivatives, Bloomberg
Education
Bryant University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Briana Ciccone Briana Ciccone's BNY Mellon Experience September 2011 - October 2012
Job Revenue Analyst at Integro Insurance Brokers
Industry Financial Services
Experience
Integro Insurance Brokers July 2015 - Present
CAN Capital July 2014 - Present
CAN Capital October 2012 - July 2014
BNY Mellon September 2011 - October 2012
Broadridge June 2011 - August 2011
Broadridge June 2010 - August 2010
Broadridge June 2009 - August 2009
Skills
Microsoft Excel, Analysis, Financial Analysis, PowerPoint, Accounting, Auditing, Financial Modeling, Bloomberg, Securities, ETFs, Data Analysis, Financial Services, Account Reconciliation, Equity Research, Exchange Traded Funds, MAS100, Concur, Oracle, Kofax
Education
Bucknell University 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Integro Insurance Brokers July 2015 - Present
CAN Capital July 2014 - Present
CAN Capital October 2012 - July 2014
BNY Mellon September 2011 - October 2012
Broadridge June 2011 - August 2011
Broadridge June 2010 - August 2010
Broadridge June 2009 - August 2009
Skills
Microsoft Excel, Analysis, Financial Analysis, PowerPoint, Accounting, Auditing, Financial Modeling, Bloomberg, Securities, ETFs, Data Analysis, Financial Services, Account Reconciliation, Equity Research, Exchange Traded Funds, MAS100, Concur, Oracle, Kofax
Education
Bucknell University 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Ludovic Richardson's BNY Mellon Experience May 2015 - Present
Job Depositary Receipts Intern at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Brown University August 2012 - Present
BNY Mellon June 2014 - August 2014
Arendholz Bryan & Associates, PC January 2014 - January 2014
Superior Court of Rhode Island June 2013 - August 2013
Connecticut Democrats April 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Microsoft Office, Social Media, Leadership, Data Analysis, Customer Service, Financial Analysis, HTML, Python, Photoshop, Social Networking, English, Spanish, Spreadsheets, Bloomberg, Bloomberg Terminal, Economics, Marketing, Teamwork, Financial Accounting, Corporate Finance, Investments
Education
Brown University 2012 — 2016
Bachelor of Arts (BA), BEO (Business, Entrepreneurship, and Organizations), 3.48 GPA
Notre Dame High School 2008 — 2012
3.54 GPA
BNY Mellon May 2015 - Present
Brown University August 2012 - Present
BNY Mellon June 2014 - August 2014
Arendholz Bryan & Associates, PC January 2014 - January 2014
Superior Court of Rhode Island June 2013 - August 2013
Connecticut Democrats April 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Microsoft Office, Social Media, Leadership, Data Analysis, Customer Service, Financial Analysis, HTML, Python, Photoshop, Social Networking, English, Spanish, Spreadsheets, Bloomberg, Bloomberg Terminal, Economics, Marketing, Teamwork, Financial Accounting, Corporate Finance, Investments
Education
Brown University 2012 — 2016
Bachelor of Arts (BA), BEO (Business, Entrepreneurship, and Organizations), 3.48 GPA
Notre Dame High School 2008 — 2012
3.54 GPA
Doug Doucette Doug Doucette's BNY Mellon Experience June 2010 - August 2010
Job Associate at KBW
Industry Financial Services
Experience
KBW September 2014 - Present
Evercore Partners July 2012 - September 2014
BNY Mellon June 2010 - August 2010
Skills
Valuation, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Bloomberg, Alternative Investments
Education
Bucknell University 2008 — 2012
Bachelor's, Economics
KBW September 2014 - Present
Evercore Partners July 2012 - September 2014
BNY Mellon June 2010 - August 2010
Skills
Valuation, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Bloomberg, Alternative Investments
Education
Bucknell University 2008 — 2012
Bachelor's, Economics
Carolyn Wheeler Carolyn Wheeler's BNY Mellon Experience 1980 - 1982
Job Owner
Industry Construction
Experience
Self-employed 1990 - Present
Circle Consulting Group 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Management, Organization, Financial Accounting, Manage Client..., Marketing Management, People Skills, Property Management, Construction, Architectural Design, Small Business, Renovation, Contractors, Custom Homes, CRM, Marketing, Public Speaking, Microsoft Excel, Business Development, Sales
Education
Colgate University 1978 — 1980
Bachelor's degree, Economics
Bucknell University 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Self-employed 1990 - Present
Circle Consulting Group 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Management, Organization, Financial Accounting, Manage Client..., Marketing Management, People Skills, Property Management, Construction, Architectural Design, Small Business, Renovation, Contractors, Custom Homes, CRM, Marketing, Public Speaking, Microsoft Excel, Business Development, Sales
Education
Colgate University 1978 — 1980
Bachelor's degree, Economics
Bucknell University 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Daniel Austin Daniel Austin's BNY Mellon Experience November 2014 - Present
Job Bryant Graduate
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Massachusetts General Hospital June 2012 - June 2014
Enterprise Rent-A-Car May 2013 - December 2013
Instrumentation Laboratory May 2012 - August 2012
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA)
North Quincy High School 2007 — 2010
BNY Mellon November 2014 - Present
Massachusetts General Hospital June 2012 - June 2014
Enterprise Rent-A-Car May 2013 - December 2013
Instrumentation Laboratory May 2012 - August 2012
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA)
North Quincy High School 2007 — 2010
Judith Szokol Judith Szokol's BNY Mellon Experience May 2006 - February 2009
Job Trusts and Estates Attorney
Industry Law Practice
Experience
Private Practice June 2009 - Present
BNY Mellon May 2006 - February 2009
Surrogate's Court, New York County October 2003 - December 2004
JPMorgan Chase 2000 - 2001
Surrogate's Court, New York County September 1996 - May 2000
Parker Chapin Flattau & Klimpl, LLP June 1993 - September 1996
Cadwalader, Wickersham & Taft LLP October 1989 - May 1993
Skills
Estate Planning, Estate Law, Trusts, Estate Administration, Legal Research, Asset Management, T & E Litigation
Education
New York University School of Law 1986 — 1987
LL.M., Tax Law/Taxation
Brooklyn Law School 1980 — 1983
Doctor of Law (JD), Law
New York University 1973 — 1977
Bachelor of Arts (BA)
Private Practice June 2009 - Present
BNY Mellon May 2006 - February 2009
Surrogate's Court, New York County October 2003 - December 2004
JPMorgan Chase 2000 - 2001
Surrogate's Court, New York County September 1996 - May 2000
Parker Chapin Flattau & Klimpl, LLP June 1993 - September 1996
Cadwalader, Wickersham & Taft LLP October 1989 - May 1993
Skills
Estate Planning, Estate Law, Trusts, Estate Administration, Legal Research, Asset Management, T & E Litigation
Education
New York University School of Law 1986 — 1987
LL.M., Tax Law/Taxation
Brooklyn Law School 1980 — 1983
Doctor of Law (JD), Law
New York University 1973 — 1977
Bachelor of Arts (BA)
Chris Orcutt Chris Orcutt's BNY Mellon Experience June 2006 - September 2007
Job Managing Director, Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners September 2007 - Present
BNY Mellon June 2006 - September 2007
Skills
Series 63, Series 7, Hedge Funds, Equities, Alternative Investments, Fixed Income, Investment Strategies, Bloomberg, Capital Markets, Mutual Funds, Portfolio Management, Equity Research, Securities, Asset Allocation, Electronic Music, Swag, Equity Trading, Investments, Asset Management, Financial Modeling
Education
Bryant University
Economics
Killingly High School
Strategas Research Partners September 2007 - Present
BNY Mellon June 2006 - September 2007
Skills
Series 63, Series 7, Hedge Funds, Equities, Alternative Investments, Fixed Income, Investment Strategies, Bloomberg, Capital Markets, Mutual Funds, Portfolio Management, Equity Research, Securities, Asset Allocation, Electronic Music, Swag, Equity Trading, Investments, Asset Management, Financial Modeling
Education
Bryant University
Economics
Killingly High School
Dorann Ciminello Dorann Ciminello's BNY Mellon Experience 2008 - 2011
Job Experienced Executive Assistant with a background in both Financial and Insurance Industries HR Experience as well
Industry Financial Services
Experience
Citi May 2013 - Present
Citi May 2011 - May 2013
BNY Mellon 2008 - 2011
Countrywide July 2003 - October 2008
PurchasingNet, Inc. March 1998 - July 2003
Skills
Budgets, Human Resources, Vendor Management, Banking, Insurance, PeopleSoft
Education
Brookdale Community College
Currently Attending, Business Administration
Citi May 2013 - Present
Citi May 2011 - May 2013
BNY Mellon 2008 - 2011
Countrywide July 2003 - October 2008
PurchasingNet, Inc. March 1998 - July 2003
Skills
Budgets, Human Resources, Vendor Management, Banking, Insurance, PeopleSoft
Education
Brookdale Community College
Currently Attending, Business Administration
Jennifer C Herrera's BNY Mellon Experience November 2010 - Present
Job Accounting and Recording Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
Bryant University January 2010 - May 2010
Medical Interpreters of the North Shore August 2006 - May 2010
Arnold Worldwide September 2009 - December 2009
Life is good June 2009 - August 2009
Roots and Shoots Shanghai August 2008 - December 2008
Bank of New York Mellon June 2008 - August 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in International Business, Marketing, Chinese
Fudan University 2009 — 2009
International Business and Mandarin Chinese
Melrose High School 2002 — 2006
High School
BNY Mellon November 2010 - Present
Bryant University January 2010 - May 2010
Medical Interpreters of the North Shore August 2006 - May 2010
Arnold Worldwide September 2009 - December 2009
Life is good June 2009 - August 2009
Roots and Shoots Shanghai August 2008 - December 2008
Bank of New York Mellon June 2008 - August 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in International Business, Marketing, Chinese
Fudan University 2009 — 2009
International Business and Mandarin Chinese
Melrose High School 2002 — 2006
High School
Brian Gillpatrick Brian Gillpatrick's BNY Mellon Experience April 2012 - Present
Job .
Industry Information Technology and Services
Experience
BNY Mellon April 2012 - Present
TRG Customer Solutions December 2011 - April 2012
Personalized IT Solutions June 2011 - December 2011
Continental Surface February 2011 - June 2011
TUDI Mechanical Systems, inc. October 2010 - November 2010
Astorino March 2008 - January 2010
JSA Architecture Planning Engineering Interior Design October 2006 - March 2008
The Home Depot August 2006 - May 2007
R.T. Patterson Co., INC. August 2006 - October 2006
Allen & Shariff Engineering February 2006 - June 2006
Skills
Fire Alarm, AutoCAD, Electricians, Document Management, CAD, HVAC, Plumbing, Troubleshooting, Microstation, Microsoft Exchange, Microsoft Office, Revit, Software Installation, SharePoint, Construction Drawings
Education
Pittsburgh Technical Institute 2010 — 2011
Microsoft Network Professional Plus Windows 2007, Information Technology
Wentworth Institute of Technology 2005 — 2005
Design of Plumbing Systems, Engineering
Bristol Community College 1999 — 2003
Associated Degree in General Studies, Certified in AutoCAD Release 14, Engineering
BNY Mellon April 2012 - Present
TRG Customer Solutions December 2011 - April 2012
Personalized IT Solutions June 2011 - December 2011
Continental Surface February 2011 - June 2011
TUDI Mechanical Systems, inc. October 2010 - November 2010
Astorino March 2008 - January 2010
JSA Architecture Planning Engineering Interior Design October 2006 - March 2008
The Home Depot August 2006 - May 2007
R.T. Patterson Co., INC. August 2006 - October 2006
Allen & Shariff Engineering February 2006 - June 2006
Skills
Fire Alarm, AutoCAD, Electricians, Document Management, CAD, HVAC, Plumbing, Troubleshooting, Microstation, Microsoft Exchange, Microsoft Office, Revit, Software Installation, SharePoint, Construction Drawings
Education
Pittsburgh Technical Institute 2010 — 2011
Microsoft Network Professional Plus Windows 2007, Information Technology
Wentworth Institute of Technology 2005 — 2005
Design of Plumbing Systems, Engineering
Bristol Community College 1999 — 2003
Associated Degree in General Studies, Certified in AutoCAD Release 14, Engineering
Jason Hahn Jason Hahn's BNY Mellon Experience February 2014 - Present
Job Vice President at BNY Mellon
Industry Law Practice
Experience
BNY Mellon February 2014 - Present
Law Offices of Donald G. Koch August 2012 - 2013
Kiwi Interactive February 2010 - 2012
Weiserbs & Higgins April 2009 - August 2009
Law Office of David Craig Bernstein June 2006 - August 2006
State Street September 2003 - May 2004
Skills
Strategy, Legal Research, Legal Writing, Securities, Litigation, Private Equity, Civil Litigation, Employment Law, Financial Services, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Courts, Corporate Governance, Podcasting, Accounting
Education
NYU School of Law 2011 — 2012
LL.M., Taxation
University of Southern California Law School 2004 — 2007
J.D.
Brown University 2000 — 2003
B.A., Business Economics
BNY Mellon February 2014 - Present
Law Offices of Donald G. Koch August 2012 - 2013
Kiwi Interactive February 2010 - 2012
Weiserbs & Higgins April 2009 - August 2009
Law Office of David Craig Bernstein June 2006 - August 2006
State Street September 2003 - May 2004
Skills
Strategy, Legal Research, Legal Writing, Securities, Litigation, Private Equity, Civil Litigation, Employment Law, Financial Services, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Courts, Corporate Governance, Podcasting, Accounting
Education
NYU School of Law 2011 — 2012
LL.M., Taxation
University of Southern California Law School 2004 — 2007
J.D.
Brown University 2000 — 2003
B.A., Business Economics
Robin Whyland Robin Whyland's BNY Mellon Experience January 2002 - March 2010
Job Quality Improvement Specialist
Industry Oil & Energy
Experience
Suburban Propane August 2013 - Present
BNY Mellon January 2002 - March 2010
The Bank of New York 2002 - 2010
Town of Lysander January 2001 - January 2002
Skills
Visio, Training, Management
Education
Bryant & Stratton College 1997 — 1999
Associates, Travel and Tourism
Bryant & Stratton Business Institute
Associate, Occupational Studies; Travel & Tourism
Suburban Propane August 2013 - Present
BNY Mellon January 2002 - March 2010
The Bank of New York 2002 - 2010
Town of Lysander January 2001 - January 2002
Skills
Visio, Training, Management
Education
Bryant & Stratton College 1997 — 1999
Associates, Travel and Tourism
Bryant & Stratton Business Institute
Associate, Occupational Studies; Travel & Tourism
Amy Pershing Amy Pershing's BNY Mellon Experience March 2004 - Present
Job Managing Director, Global Head of Internal Communications at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2004 - Present
Deutsche Bank 2001 - 2004
Merrill Lynch 1990 - 2001
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Employee Engagement, Editing, Writing, Change Management, Mergers, Internal Communications
Education
Bryn Mawr College
BNY Mellon March 2004 - Present
Deutsche Bank 2001 - 2004
Merrill Lynch 1990 - 2001
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Employee Engagement, Editing, Writing, Change Management, Mergers, Internal Communications
Education
Bryn Mawr College
Edward Beekman Edward Beekman's BNY Mellon Experience
Job Vice President Human Resources at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Sr. Human Resources..., Sr. Human Resources..., Organization..., Human Resource Strategy..., Development of HR..., Development of..., Annual Strategic..., Assessment of High..., Effective Ongoing..., Human Resources, Employee Relations
Education
Bucknell University
Bachelor's degree, Psychology
Columbia University - Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
BNY Mellon
Skills
Sr. Human Resources..., Sr. Human Resources..., Organization..., Human Resource Strategy..., Development of HR..., Development of..., Annual Strategic..., Assessment of High..., Effective Ongoing..., Human Resources, Employee Relations
Education
Bucknell University
Bachelor's degree, Psychology
Columbia University - Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Tanya C Jones's BNY Mellon Experience March 1997 - August 1999
Job Philanthropic Advisor
Industry Philanthropy
Experience
Aya Global December 2014 - Present
Board Member December 2014 - Present
Barr Foundation July 2011 - November 2014
Pathfinder International 2009 - November 2012
Population Council July 2001 - July 2004
BNY Mellon March 1997 - August 1999
Skills
Philanthropy, Strategic Planning, Grant Administration, Health Care Systems, Qualitative Research, African Development, Sub-Saharan Africa, Global Health
Education
University of California, Berkeley 2004 — 2007
Master of Arts
Princeton University 1999 — 2001
MPA
Brown University 1992 — 1996
BA
Aya Global December 2014 - Present
Board Member December 2014 - Present
Barr Foundation July 2011 - November 2014
Pathfinder International 2009 - November 2012
Population Council July 2001 - July 2004
BNY Mellon March 1997 - August 1999
Skills
Philanthropy, Strategic Planning, Grant Administration, Health Care Systems, Qualitative Research, African Development, Sub-Saharan Africa, Global Health
Education
University of California, Berkeley 2004 — 2007
Master of Arts
Princeton University 1999 — 2001
MPA
Brown University 1992 — 1996
BA
Bryan Adams Bryan Adams's BNY Mellon Experience May 2013 - February 2014
Job Vice President at Guy Carpenter
Industry Information Technology and Services
Experience
Guy Carpenter February 2014 - Present
BNY Mellon May 2013 - February 2014
UBS Investment Bank January 2011 - May 2013
Guy Carpenter & Co., LLC June 2004 - January 2011
Skills
Microstrategy, ETL, Data Modeling, Visual Basic, Business Intelligence, Data Integration, VBA, XML, SQL, Analytics, Data Warehousing, Oracle, Databases, Requirements Analysis, SDLC, Database Design, Analysis, Business Analysis
Education
Bryant University 2000 — 2004
Guy Carpenter February 2014 - Present
BNY Mellon May 2013 - February 2014
UBS Investment Bank January 2011 - May 2013
Guy Carpenter & Co., LLC June 2004 - January 2011
Skills
Microstrategy, ETL, Data Modeling, Visual Basic, Business Intelligence, Data Integration, VBA, XML, SQL, Analytics, Data Warehousing, Oracle, Databases, Requirements Analysis, SDLC, Database Design, Analysis, Business Analysis
Education
Bryant University 2000 — 2004
Cristina Fraser Cristina Fraser's BNY Mellon Experience November 2014 - Present
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Brown Brothers Harriman February 2014 - November 2014
Brown Brothers Harriman January 2012 - February 2014
Brown Brothers Harriman July 2008 - December 2011
Investors Bank & Trust February 2007 - April 2007
Investors Bank & Trust July 2006 - February 2007
Investors Bank & Trust July 2005 - July 2006
Investors Bank & Trust May 2002 - June 2005
Investors Bank & Trust July 2001 - May 2002
Investors Bank & Trust July 2000 - July 2001
Skills
Private Equity, Hedge Accounting, ETFs, Accounting, Microsoft Excel, VBA, Hedge Funds, Financial Services, Analysis, Financial Reporting, Alternative Investments, Mutual Funds, Bloomberg, Internal Controls, Trading, Management, Financial Analysis, Fixed Income
Education
Bucknell University 1996 — 2000
BS
BNY Mellon November 2014 - Present
Brown Brothers Harriman February 2014 - November 2014
Brown Brothers Harriman January 2012 - February 2014
Brown Brothers Harriman July 2008 - December 2011
Investors Bank & Trust February 2007 - April 2007
Investors Bank & Trust July 2006 - February 2007
Investors Bank & Trust July 2005 - July 2006
Investors Bank & Trust May 2002 - June 2005
Investors Bank & Trust July 2001 - May 2002
Investors Bank & Trust July 2000 - July 2001
Skills
Private Equity, Hedge Accounting, ETFs, Accounting, Microsoft Excel, VBA, Hedge Funds, Financial Services, Analysis, Financial Reporting, Alternative Investments, Mutual Funds, Bloomberg, Internal Controls, Trading, Management, Financial Analysis, Fixed Income
Education
Bucknell University 1996 — 2000
BS
Ana Mungo Ana Mungo's BNY Mellon Experience June 2013 - August 2014
Job J.D. Candidate at Brooklyn Law School
Industry Law Practice
Experience
UNFCU March 2015 - Present
BNY Mellon June 2013 - August 2014
Northwestern Mutual January 2012 - May 2013
Skills
Leadership, Microsoft Office, Time Management, Mutual Funds, Insurance, Customer Service, SEC filings, Regulatory Filings, EDGAR filings, Proxy Statements, Press Releases, Sales, Public Speaking, Securities, Closed-end Funds, Legal Research, Legal Writing, Credit Unions, Regulatory Compliance, Financial Regulation
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.)
Duquesne University 2012 — 2013
American Bar Association Approved Certificate in General Paralegal Studies
Duquesne University 2009 — 2011
Bachelor's Degree, English Language and Literature, General, Cum Laude
University of Maryland Baltimore County 2007 — 2009
UNFCU March 2015 - Present
BNY Mellon June 2013 - August 2014
Northwestern Mutual January 2012 - May 2013
Skills
Leadership, Microsoft Office, Time Management, Mutual Funds, Insurance, Customer Service, SEC filings, Regulatory Filings, EDGAR filings, Proxy Statements, Press Releases, Sales, Public Speaking, Securities, Closed-end Funds, Legal Research, Legal Writing, Credit Unions, Regulatory Compliance, Financial Regulation
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.)
Duquesne University 2012 — 2013
American Bar Association Approved Certificate in General Paralegal Studies
Duquesne University 2009 — 2011
Bachelor's Degree, English Language and Literature, General, Cum Laude
University of Maryland Baltimore County 2007 — 2009
Lucy Carmody, PMP Lucy Carmody, PMP's BNY Mellon Experience January 1999 - March 2013
Job Business System Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Zero Chaos February 2014 - June 2014
BNY Mellon January 1999 - March 2013
Skills
Project Management, Business Analysis, User Acceptance Testing, Requirements Analysis, Business Requirements, Communication Skills, Business Process..., Multi Tasking, Microsoft Office, Problem Solving, Risk Assessment, SDLC, Requirements Gathering, Management, CRM, Risk Management, Process Improvement, PMP, Software Documentation, Team Building, Team Leadership, Disaster Recovery, Information Technology, Software Project..., Analysis, SharePoint, Program Management, Systems Analysis, Data Analysis, Databases, Resource Management, Integration
Education
Project Management Institute 2007 — 2008
Certificate, Project Management, PMP
Bryant University
Bachelor's degree, Business Administration and Management, General
Zero Chaos February 2014 - June 2014
BNY Mellon January 1999 - March 2013
Skills
Project Management, Business Analysis, User Acceptance Testing, Requirements Analysis, Business Requirements, Communication Skills, Business Process..., Multi Tasking, Microsoft Office, Problem Solving, Risk Assessment, SDLC, Requirements Gathering, Management, CRM, Risk Management, Process Improvement, PMP, Software Documentation, Team Building, Team Leadership, Disaster Recovery, Information Technology, Software Project..., Analysis, SharePoint, Program Management, Systems Analysis, Data Analysis, Databases, Resource Management, Integration
Education
Project Management Institute 2007 — 2008
Certificate, Project Management, PMP
Bryant University
Bachelor's degree, Business Administration and Management, General
Joseph Bonaceto CPA, MBA Joseph Bonaceto CPA, MBA's BNY Mellon Experience October 2011 - April 2012
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
John Stachyra John Stachyra's BNY Mellon Experience 2006 - 2013
Job Application Engineer / Technology Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Barclays 2013 - 2015
BNY Mellon 2006 - 2013
Echo Trade LLC and Self-Funded 2005 - 2006
Morgan Stanley 2004 - 2005
Goldman Sachs 1996 - 2004
Lloyds Bank 1995 - 1996
Guggenheim Museum 1993 - 1995
The Center for Alternative Sentencing and Employment Services (CASES) 1990 - 1993
Ethical Culture Fieldston School 1989 - 1990
Skills
Derivatives, Quantitative Finance, Proprietary Trading, Java, C#, .NET
Education
Brown University 1987 — 1989
Sc.M., Mathematics
The Johns Hopkins University 1983 — 1987
B.A., Mathematics
Wells Fargo Securities May 2015 - Present
Barclays 2013 - 2015
BNY Mellon 2006 - 2013
Echo Trade LLC and Self-Funded 2005 - 2006
Morgan Stanley 2004 - 2005
Goldman Sachs 1996 - 2004
Lloyds Bank 1995 - 1996
Guggenheim Museum 1993 - 1995
The Center for Alternative Sentencing and Employment Services (CASES) 1990 - 1993
Ethical Culture Fieldston School 1989 - 1990
Skills
Derivatives, Quantitative Finance, Proprietary Trading, Java, C#, .NET
Education
Brown University 1987 — 1989
Sc.M., Mathematics
The Johns Hopkins University 1983 — 1987
B.A., Mathematics
Meghan Chagnon Meghan Chagnon's BNY Mellon Experience 2013 - Present
Job Vice President, HR Business Partner at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2013 - Present
BNY Mellon 2008 - 2013
BNY Mellon May 2007 - May 2008
Skills
PowerPoint, Microsoft Word, Time Management, Microsoft Office, Policy
Education
Suffolk University 2009 — 2012
MS, Global Human Resources
Bryant University 2003 — 2007
BS/BA, Business Management
BNY Mellon 2013 - Present
BNY Mellon 2008 - 2013
BNY Mellon May 2007 - May 2008
Skills
PowerPoint, Microsoft Word, Time Management, Microsoft Office, Policy
Education
Suffolk University 2009 — 2012
MS, Global Human Resources
Bryant University 2003 — 2007
BS/BA, Business Management
Katherine McCabe Katherine McCabe's BNY Mellon Experience May 2013 - Present
Job Managing Director, Quality Assurance at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Investor Analytics April 2012 - April 2013
BNY Mellon 2007 - 2011
BNY Mellon 2000 - 2007
BNY Mellon 1997 - 2000
BNY Mellon 1995 - 1997
BNY Mellon 1993 - 1995
Skills
Financial Services, Management, Hedge Funds, Analytics, Alternative Investments, Investments, Sales, Risk Management, Portfolio Management, Relationship Management, Asset Management, Derivatives, Fixed Income, Securities, Mutual Funds, Financial Risk
Education
Bryant University 1989 — 1993
Bachelor of Science (BS) in Business Administration, Finance
BNY Mellon May 2013 - Present
Investor Analytics April 2012 - April 2013
BNY Mellon 2007 - 2011
BNY Mellon 2000 - 2007
BNY Mellon 1997 - 2000
BNY Mellon 1995 - 1997
BNY Mellon 1993 - 1995
Skills
Financial Services, Management, Hedge Funds, Analytics, Alternative Investments, Investments, Sales, Risk Management, Portfolio Management, Relationship Management, Asset Management, Derivatives, Fixed Income, Securities, Mutual Funds, Financial Risk
Education
Bryant University 1989 — 1993
Bachelor of Science (BS) in Business Administration, Finance
Carie Thompson Carie Thompson's BNY Mellon Experience February 2009 - October 2013
Job Data Analayst/Project Coordinator
Industry Information Technology and Services
Experience
Time Warner Cable - Iconma June 2015 - Present
Empire Telecom USA, LLC April 2014 - May 2015
General Dynamics Information Technology November 2013 - April 2014
BNY Mellon February 2009 - October 2013
Skills
Analysis, Data Analysis, Databases, Customer Service, Data Entry, Microsoft Excel, Management, Research, Software Documentation, Microsoft Office, Telecommunications, Project Planning, Project Management, LTE, Program Management, Wireless
Education
Bryant and Stratton College 1994 — 1996
Associate's degree, Paralegal
Time Warner Cable - Iconma June 2015 - Present
Empire Telecom USA, LLC April 2014 - May 2015
General Dynamics Information Technology November 2013 - April 2014
BNY Mellon February 2009 - October 2013
Skills
Analysis, Data Analysis, Databases, Customer Service, Data Entry, Microsoft Excel, Management, Research, Software Documentation, Microsoft Office, Telecommunications, Project Planning, Project Management, LTE, Program Management, Wireless
Education
Bryant and Stratton College 1994 — 1996
Associate's degree, Paralegal
David Knowlton David Knowlton's BNY Mellon Experience August 2015 - Present
Job ETF services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
State Street April 2014 - Present
State Street September 2011 - April 2013
State Street June 2010 - September 2011
Milford Federal Savings and Loan May 2009 - November 2009
State Street June 2007 - August 2007
Skills
ETFs, Fixed Income, Interest Factor..., Equities, Derivatives, Superior Client Service, Microsoft Office, Microsoft Excel, Bloomberg, Cloud Applications, NAV validation, Fund Accounting, Data Analysis, Team Leadership, Lean Thinking, Microsoft Word, Customer Service, PowerPoint, Financial Services
Education
Bryant University 2006 — 2011
Business Administration, Finance
Hopedale Jr/Sr High School 2002 — 2006
Bryant University
BNY Mellon August 2015 - Present
State Street April 2014 - Present
State Street September 2011 - April 2013
State Street June 2010 - September 2011
Milford Federal Savings and Loan May 2009 - November 2009
State Street June 2007 - August 2007
Skills
ETFs, Fixed Income, Interest Factor..., Equities, Derivatives, Superior Client Service, Microsoft Office, Microsoft Excel, Bloomberg, Cloud Applications, NAV validation, Fund Accounting, Data Analysis, Team Leadership, Lean Thinking, Microsoft Word, Customer Service, PowerPoint, Financial Services
Education
Bryant University 2006 — 2011
Business Administration, Finance
Hopedale Jr/Sr High School 2002 — 2006
Bryant University
Joseph Limeri's BNY Mellon Experience May 2014 - Present
Job BNY Mellon Global Collateral Services Account Administrator
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
Morgan Stanley April 2014 - April 2014
The Bank of New York Mellon June 2013 - August 2013
The Bank of New York Mellon June 2012 - August 2012
Target July 2007 - August 2011
West-Ward Pharmaceuticals July 2005 - August 2005
Skills
Microsoft Office, Windows 7, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Team Leadership, Windows, Customer Satisfaction, Computer Hardware, Troubleshooting, Teamwork, Time Management
Education
West Virginia University 2011 — 2013
Business Administration, Finance
Brookdale Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
BNY Mellon May 2014 - Present
Morgan Stanley April 2014 - April 2014
The Bank of New York Mellon June 2013 - August 2013
The Bank of New York Mellon June 2012 - August 2012
Target July 2007 - August 2011
West-Ward Pharmaceuticals July 2005 - August 2005
Skills
Microsoft Office, Windows 7, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Team Leadership, Windows, Customer Satisfaction, Computer Hardware, Troubleshooting, Teamwork, Time Management
Education
West Virginia University 2011 — 2013
Business Administration, Finance
Brookdale Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Elisabeth Browne Elisabeth Browne's BNY Mellon Experience May 2009 - July 2011
Job Senior Financial Analyst at EMC
Industry Financial Services
Experience
EMC November 2014 - Present
EMC July 2011 - November 2014
BNY Mellon May 2009 - July 2011
PNC Global Investment Servicing November 2007 - April 2009
PNC Global Investment Servicing August 2006 - October 2007
PNC Global Investment Servicing June 2004 - July 2006
Skills
Analysis
Education
Bryant University 2000 — 2004
BS in Business Administration, Finance, Legal Studies
EMC November 2014 - Present
EMC July 2011 - November 2014
BNY Mellon May 2009 - July 2011
PNC Global Investment Servicing November 2007 - April 2009
PNC Global Investment Servicing August 2006 - October 2007
PNC Global Investment Servicing June 2004 - July 2006
Skills
Analysis
Education
Bryant University 2000 — 2004
BS in Business Administration, Finance, Legal Studies
Edmond Assili Edmond Assili's BNY Mellon Experience September 2013 - Present
Job Database Administrator at BNY Mellon
Industry Human Resources
Experience
BNY Mellon September 2013 - Present
First Wind October 2011 - Present
First Wind December 2009 - August 2013
Ropes and Gray October 2009 - May 2010
Omgeo May 2008 - January 2009
Mercer Human Resources Consulting June 2007 - May 2008
Mercer 2007 - 2008
Istisharat Business Machines of Lebanon June 2006 - October 2006
Skills
Project Management, Access, SQL, HTML, Business Analysis, SharePoint, Microsoft Office, Microsoft Word, Data Analysis, Databases, Microsoft Excel, SSAS 2008, SSRS, OSIsoft PI, SQL Tuning, SQL replication, Database Design, Database Administration, MS Project, Software Documentation, Process Improvement, Program Management, Analysis, SDLC, Oracle, Integration, Business Intelligence, Data Warehousing, Business Process..., SSIS, Programming, Visio
Education
Bryant University 2005 — 2007
MBA, Master of Business Administration
Bryant University 2005 — 2007
MsIS, Master in Information Systems
Lebanese American University 2000 — 2005
B.E., Computer Engineering
BNY Mellon September 2013 - Present
First Wind October 2011 - Present
First Wind December 2009 - August 2013
Ropes and Gray October 2009 - May 2010
Omgeo May 2008 - January 2009
Mercer Human Resources Consulting June 2007 - May 2008
Mercer 2007 - 2008
Istisharat Business Machines of Lebanon June 2006 - October 2006
Skills
Project Management, Access, SQL, HTML, Business Analysis, SharePoint, Microsoft Office, Microsoft Word, Data Analysis, Databases, Microsoft Excel, SSAS 2008, SSRS, OSIsoft PI, SQL Tuning, SQL replication, Database Design, Database Administration, MS Project, Software Documentation, Process Improvement, Program Management, Analysis, SDLC, Oracle, Integration, Business Intelligence, Data Warehousing, Business Process..., SSIS, Programming, Visio
Education
Bryant University 2005 — 2007
MBA, Master of Business Administration
Bryant University 2005 — 2007
MsIS, Master in Information Systems
Lebanese American University 2000 — 2005
B.E., Computer Engineering
Jessica Harrop's BNY Mellon Experience July 2008 - November 2011
Job Equity Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company October 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
BNY Mellon July 2008 - November 2011
Fidelity Investments September 2007 - May 2008
State Street August 2006 - August 2007
Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds
Education
Bryant University 2003 — 2006
BS, Business Administration; Financial Services
Blackstone Millville Regional 1999 — 2003
High School
Loomis, Sayles & Company October 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
BNY Mellon July 2008 - November 2011
Fidelity Investments September 2007 - May 2008
State Street August 2006 - August 2007
Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds
Education
Bryant University 2003 — 2006
BS, Business Administration; Financial Services
Blackstone Millville Regional 1999 — 2003
High School
Annie Guarino Annie Guarino's BNY Mellon Experience June 2007 - August 2007
Job Pearle Vision Specialist at Luxottica Group
Industry Luxury Goods & Jewelry
Experience
Luxottica Group July 2014 - Present
Luxottica Group March 2012 - June 2014
Luxottica Group October 2009 - March 2012
Intermark Media, LLC March 2009 - October 2009
Intermark Media, LLC November 2008 - March 2009
Intermark Media, LLC October 2008 - November 2008
Intermark Media, LLC July 2008 - October 2008
BNY Mellon June 2007 - August 2007
Skills
Excel, Analysis, Digital Marketing, SAP, Microsoft Excel, PowerPoint, Merchandising, Marketing Strategy, Sales, Marketing, Management, Advertising, Fashion, Forecasting, Retail, Product Development, Budgets, Market Research, Time Management, Inventory Management, Strategic Planning, Training, Customer Service, Negotiation, Facebook, Team Building, Brand Management, Sales Management, Business Planning, Account Management, Strategy, Luxury Goods, E-commerce, Selling, Product Marketing, Visual Merchandising, Marketing Communications, Public Relations, Trade Shows, Market Planning, Competitive Analysis, Sales Operations, Business Development, Online Advertising, Marketing Management, Social Media Marketing, Brand Awareness, Brand Development, Market Analysis, Leadership
Education
Bucknell University 2004 — 2008
Bachelor of Arts, Economics, Anthropology
West Islip High School 2000 — 2004
Luxottica Group July 2014 - Present
Luxottica Group March 2012 - June 2014
Luxottica Group October 2009 - March 2012
Intermark Media, LLC March 2009 - October 2009
Intermark Media, LLC November 2008 - March 2009
Intermark Media, LLC October 2008 - November 2008
Intermark Media, LLC July 2008 - October 2008
BNY Mellon June 2007 - August 2007
Skills
Excel, Analysis, Digital Marketing, SAP, Microsoft Excel, PowerPoint, Merchandising, Marketing Strategy, Sales, Marketing, Management, Advertising, Fashion, Forecasting, Retail, Product Development, Budgets, Market Research, Time Management, Inventory Management, Strategic Planning, Training, Customer Service, Negotiation, Facebook, Team Building, Brand Management, Sales Management, Business Planning, Account Management, Strategy, Luxury Goods, E-commerce, Selling, Product Marketing, Visual Merchandising, Marketing Communications, Public Relations, Trade Shows, Market Planning, Competitive Analysis, Sales Operations, Business Development, Online Advertising, Marketing Management, Social Media Marketing, Brand Awareness, Brand Development, Market Analysis, Leadership
Education
Bucknell University 2004 — 2008
Bachelor of Arts, Economics, Anthropology
West Islip High School 2000 — 2004
Ricardo Rowe Ricardo Rowe's BNY Mellon Experience February 2013 - Present
Job Investment Fund Analyst
Industry Investment Banking
Experience
BNY Mellon February 2013 - Present
JPMorgan Chase January 2007 - January 2012
JPMorgan Chase 2007 - 2012
The Cheesecake Factory February 2006 - September 2007
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance
Broward College 2002 — 2005
Associate's degree, Business Administration
University of Central Florida
Bachelor of Science, Finance
BNY Mellon February 2013 - Present
JPMorgan Chase January 2007 - January 2012
JPMorgan Chase 2007 - 2012
The Cheesecake Factory February 2006 - September 2007
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance
Broward College 2002 — 2005
Associate's degree, Business Administration
University of Central Florida
Bachelor of Science, Finance
Byron Clark Byron Clark's BNY Mellon Experience November 2005 - Present
Job Senior Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2005 - Present
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Asset Management, Wealth, Mutual Funds, Management, Alternative Investments
Education
Bucknell University 1980 — 1984
BS, Geology
BNY Mellon November 2005 - Present
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Asset Management, Wealth, Mutual Funds, Management, Alternative Investments
Education
Bucknell University 1980 — 1984
BS, Geology
Robert Hepp's BNY Mellon Experience June 2008 - September 2012
Job Senior Paralegal at Pepper Hamilton LLP
Industry Financial Services
Experience
Pepper Hamilton LLP September 2012 - Present
BNY Mellon June 2008 - September 2012
Barington Capital Group June 2007 - August 2007
Barington Capital Group June 2006 - August 2006
Education
Bucknell University 2004 — 2008
BA, History, English
Pepper Hamilton LLP September 2012 - Present
BNY Mellon June 2008 - September 2012
Barington Capital Group June 2007 - August 2007
Barington Capital Group June 2006 - August 2006
Education
Bucknell University 2004 — 2008
BA, History, English
Randal Meyer Randal Meyer's BNY Mellon Experience June 2012 - July 2012
Job Legal Associate at the Cato Institute
Industry Law Practice
Experience
Cato Institute June 2015 - Present
Charles Koch Institute June 2015 - Present
Brooklyn Law School 2015 - Present
Brooklyn Law School August 2013 - August 2014
U.S. Attorney's Office, EDNY August 2013 - January 2014
Fox News Channel May 2013 - August 2013
Hon. Andrew J. Peck, S.D.N.Y. January 2013 - May 2013
Reed Smith, LLP August 2012 - August 2012
BNY Mellon June 2012 - July 2012
Law Offices of Douglas Walter Drazen May 2010 - March 2011
Skills
Legal Research, Legal Writing, Westlaw, Document Review, Editing, Lexis, Document Drafting, Analysis, Microsoft Office, Political Science, Risk Management, Hearings, Policy, Microsoft Word, Management, PowerPoint, Litigation, Corporate Law, Community Outreach, Microsoft Excel, Research, Trials, Policy Analysis
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
Binghamton University, Harpur College of Arts and Sciences 2007 — 2011
B.A, Philosophy, Politics & Law and Philosophy
McQuaid Jesuit 2001 — 2007
Cato Institute June 2015 - Present
Charles Koch Institute June 2015 - Present
Brooklyn Law School 2015 - Present
Brooklyn Law School August 2013 - August 2014
U.S. Attorney's Office, EDNY August 2013 - January 2014
Fox News Channel May 2013 - August 2013
Hon. Andrew J. Peck, S.D.N.Y. January 2013 - May 2013
Reed Smith, LLP August 2012 - August 2012
BNY Mellon June 2012 - July 2012
Law Offices of Douglas Walter Drazen May 2010 - March 2011
Skills
Legal Research, Legal Writing, Westlaw, Document Review, Editing, Lexis, Document Drafting, Analysis, Microsoft Office, Political Science, Risk Management, Hearings, Policy, Microsoft Word, Management, PowerPoint, Litigation, Corporate Law, Community Outreach, Microsoft Excel, Research, Trials, Policy Analysis
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
Binghamton University, Harpur College of Arts and Sciences 2007 — 2011
B.A, Philosophy, Politics & Law and Philosophy
McQuaid Jesuit 2001 — 2007
Bernie Chavez Bernie Chavez's BNY Mellon Experience 1996 - 1997
Job Director of Business Line Credit and Collateral Management
Industry Banking
Experience
Federal Home Loan Bank of Seattle September 2010 - Present
Metrocenter YMCA May 2014 - Present
Federal Deposit Insurance Corporation 2009 - 2010
Washington Mutual 2004 - 2009
Deutsche Bank 2003 - 2004
Deutsche Bank 2001 - 2003
J.P. Morgan 2000 - 2001
FGIC 1997 - 2000
BNY Mellon 1996 - 1997
BNY Mellon 1995 - 1996
Skills
Credit Risk, Mortgage Lending, Capital Markets, Credit, Risk Management, Portfolio Management, Banking, Fixed Income, Financial Risk, Credit Analysis, Derivatives, Securities, Loans, Asset Management, Commercial Lending, Financial Modeling, Commercial Banking, Valuation, Leadership, Strategic Planning, Management
Education
Brown University 1986 — 1990
Bachelor of Arts (B.A.)
The Colorado Springs School, Colorado Springs, Co.
Federal Home Loan Bank of Seattle September 2010 - Present
Metrocenter YMCA May 2014 - Present
Federal Deposit Insurance Corporation 2009 - 2010
Washington Mutual 2004 - 2009
Deutsche Bank 2003 - 2004
Deutsche Bank 2001 - 2003
J.P. Morgan 2000 - 2001
FGIC 1997 - 2000
BNY Mellon 1996 - 1997
BNY Mellon 1995 - 1996
Skills
Credit Risk, Mortgage Lending, Capital Markets, Credit, Risk Management, Portfolio Management, Banking, Fixed Income, Financial Risk, Credit Analysis, Derivatives, Securities, Loans, Asset Management, Commercial Lending, Financial Modeling, Commercial Banking, Valuation, Leadership, Strategic Planning, Management
Education
Brown University 1986 — 1990
Bachelor of Arts (B.A.)
The Colorado Springs School, Colorado Springs, Co.
Dennis Moriarity Dennis Moriarity's BNY Mellon Experience August 2014 - Present
Job Application Development Manager at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon February 2014 - Present
BNY Mellon January 2010 - February 2014
BNY Mellon January 2008 - January 2010
BNY Mellon January 2007 - January 2008
Skills
C++, Visual Basic, SQL, COBOL, JCL, HTML, XML, PHP, Ksh, Informatica, INSYNC, Endevor, ISPF, VSAM, Harvest, Unix, DB2, Visual Studio, Databases
Education
Bryant and Stratton College 2005 — 2007
AOS, Information Technology
Citrus College
BNY Mellon August 2014 - Present
BNY Mellon February 2014 - Present
BNY Mellon January 2010 - February 2014
BNY Mellon January 2008 - January 2010
BNY Mellon January 2007 - January 2008
Skills
C++, Visual Basic, SQL, COBOL, JCL, HTML, XML, PHP, Ksh, Informatica, INSYNC, Endevor, ISPF, VSAM, Harvest, Unix, DB2, Visual Studio, Databases
Education
Bryant and Stratton College 2005 — 2007
AOS, Information Technology
Citrus College
Caroline Payumo Caroline Payumo's BNY Mellon Experience June 2012 - August 2012
Job Omni Senior Assistant Buyer, Men's Shoes at Bloomingdale's
Industry Retail
Experience
Bloomingdale's December 2014 - Present
Bloomingdale's September 2013 - December 2014
BNY Mellon June 2012 - August 2012
Glassworks Studios February 2012 - June 2012
Pershing LLC, a BNY Mellon Company June 2011 - May 2012
The Ivy Council 2010 - 2011
Ivy Insiders May 2010 - September 2010
Skills
Economics, Excel, Microsoft Office, Word, Social Media, Microsoft Excel, Microsoft Word, Marketing, Strategy, Blogging, Start-ups, Sales, Analysis
Education
Brown University 2009 — 2013
BS, Economics
London School of Economics and Political Science 2011 — 2012
Economics
Mount Saint Mary Academy 2005 — 2009
Bloomingdale's December 2014 - Present
Bloomingdale's September 2013 - December 2014
BNY Mellon June 2012 - August 2012
Glassworks Studios February 2012 - June 2012
Pershing LLC, a BNY Mellon Company June 2011 - May 2012
The Ivy Council 2010 - 2011
Ivy Insiders May 2010 - September 2010
Skills
Economics, Excel, Microsoft Office, Word, Social Media, Microsoft Excel, Microsoft Word, Marketing, Strategy, Blogging, Start-ups, Sales, Analysis
Education
Brown University 2009 — 2013
BS, Economics
London School of Economics and Political Science 2011 — 2012
Economics
Mount Saint Mary Academy 2005 — 2009
Felix Jiang's BNY Mellon Experience June 2015 - July 2015
Job Student at Brooklyn Law School
Industry Law Practice
Experience
BNY Mellon June 2015 - July 2015
GGMM, Inc. January 2014 - June 2014
Green Maple Law Group, APC. June 2013 - December 2013
Skills
Sales, E-commerce, Legal Research, Legal Writing, Legal Assistance, Contract Management, Inventory Management, Chinese, Start-up Consulting, Logistics, Social Media Marketing
Education
Brooklyn Law School 2014 — 2017
Doctor of Law (JD)
University of California, Riverside 2009 — 2013
Bachelor of Arts (B.A.), Psychology/Law
BNY Mellon June 2015 - July 2015
GGMM, Inc. January 2014 - June 2014
Green Maple Law Group, APC. June 2013 - December 2013
Skills
Sales, E-commerce, Legal Research, Legal Writing, Legal Assistance, Contract Management, Inventory Management, Chinese, Start-up Consulting, Logistics, Social Media Marketing
Education
Brooklyn Law School 2014 — 2017
Doctor of Law (JD)
University of California, Riverside 2009 — 2013
Bachelor of Arts (B.A.), Psychology/Law
Brittany Hoover Brittany Hoover's BNY Mellon Experience October 2012 - Present
Job Account Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Publix Super Markets June 2003 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Engagement, Customer Support, Multi Tasking, Email Clients, Strategic Planning, Access
Education
University of Central Florida 2009 — 2012
Bachelor's Degree, Finance, General
Broward College 2006 — 2009
Associate's Degree, Business Administration and Management, General
BNY Mellon October 2012 - Present
Publix Super Markets June 2003 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Engagement, Customer Support, Multi Tasking, Email Clients, Strategic Planning, Access
Education
University of Central Florida 2009 — 2012
Bachelor's Degree, Finance, General
Broward College 2006 — 2009
Associate's Degree, Business Administration and Management, General
Rajneesh Sethi Rajneesh Sethi's BNY Mellon Experience January 2013 - February 2014
Job Senior Consultant at Ernst and Young LLP
Industry Management Consulting
Experience
EY February 2014 - Present
BNY Mellon January 2013 - February 2014
Primesoft inc. 2012 - January 2013
Skills
Business Analysis, Consulting, Information Technology, Financial Services, Business Process..., Business Process, Requirements Analysis, SDLC, Analysis, Project Management, Management, Risk Management, Financial Analysis, Microsoft Excel, IT Strategy, Data Analysis, Process Improvement, Requirements Gathering, Financial Modeling, Management Consulting, Banking, PMO
Education
Brunel University 2008 — 2009
Associate's degree, Management Information Systems, General
The Ohio State University
Bachelor of Science (BSc), Business Administration and Management
EY February 2014 - Present
BNY Mellon January 2013 - February 2014
Primesoft inc. 2012 - January 2013
Skills
Business Analysis, Consulting, Information Technology, Financial Services, Business Process..., Business Process, Requirements Analysis, SDLC, Analysis, Project Management, Management, Risk Management, Financial Analysis, Microsoft Excel, IT Strategy, Data Analysis, Process Improvement, Requirements Gathering, Financial Modeling, Management Consulting, Banking, PMO
Education
Brunel University 2008 — 2009
Associate's degree, Management Information Systems, General
The Ohio State University
Bachelor of Science (BSc), Business Administration and Management
Charles Margiotta Charles Margiotta's BNY Mellon Experience July 2014 - April 2015
Job Institutional Real Estate Finance Analyst at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2015 - Present
BNY Mellon July 2014 - April 2015
J.P. Morgan February 2013 - July 2013
International Rescue Committee July 2012 - August 2012
Skills
Financial Markets, Data Analysis
Education
Brown University 2011 — 2013
Bachelor of Arts (BA), Economics
Wagner College 2008 — 2010
Sumitomo Mitsui Banking Corporation April 2015 - Present
BNY Mellon July 2014 - April 2015
J.P. Morgan February 2013 - July 2013
International Rescue Committee July 2012 - August 2012
Skills
Financial Markets, Data Analysis
Education
Brown University 2011 — 2013
Bachelor of Arts (BA), Economics
Wagner College 2008 — 2010
Asa Williams Asa Williams's BNY Mellon Experience December 2006 - June 2008
Job
Industry
Experience
BNY Mellon December 2006 - June 2008
Weitz & Luxenberg April 2006 - June 2006
Forest Research February 2006 - March 2006
NYU Langone Medical Center July 2003 - September 2003
NYU Langone Medical Center March 2003 - July 2003
Skills
MS Office Suite, Quickbooks, financial statements, Data Entry, word processing, Constant Contact, Desktop Publishing, InDesign, Graphic Design, Digital Photography, Microsoft Office
Education
Bryant University 1998 — 2002
Finance, Applied Actuarial Mathematics, Communication
BNY Mellon December 2006 - June 2008
Weitz & Luxenberg April 2006 - June 2006
Forest Research February 2006 - March 2006
NYU Langone Medical Center July 2003 - September 2003
NYU Langone Medical Center March 2003 - July 2003
Skills
MS Office Suite, Quickbooks, financial statements, Data Entry, word processing, Constant Contact, Desktop Publishing, InDesign, Graphic Design, Digital Photography, Microsoft Office
Education
Bryant University 1998 — 2002
Finance, Applied Actuarial Mathematics, Communication
Corey Fenton's BNY Mellon Experience May 2011 - August 2011
Job Master Production Scheduler at L'Oreal USA
Industry Cosmetics
Experience
L'Oreal USA Manufacturing March 2015 - Present
Crossfit Little Rock January 2014 - Present
L'Oreal November 2013 - March 2015
L'Oréal February 2013 - December 2013
Veracruz LLC June 2010 - December 2012
BNY Mellon May 2011 - August 2011
Bucknell University January 2010 - May 2011
Skills
Public Speaking, Tutoring, PowerPoint, Stata, Mathematica, Teamwork, Financial Analysis, Java, Options, Data Analysis, Matlab, Editing, Financial Modeling, Microsoft Excel, Chemical Engineering, Spanish, Economics, SPSS, Research, Microsoft Word
Education
Bucknell University 2008 — 2012
B.S, Chemical Engineering
Bucknell University 2008 — 2012
Bachelor of Science, Chemical Engineering
L'Oreal USA Manufacturing March 2015 - Present
Crossfit Little Rock January 2014 - Present
L'Oreal November 2013 - March 2015
L'Oréal February 2013 - December 2013
Veracruz LLC June 2010 - December 2012
BNY Mellon May 2011 - August 2011
Bucknell University January 2010 - May 2011
Skills
Public Speaking, Tutoring, PowerPoint, Stata, Mathematica, Teamwork, Financial Analysis, Java, Options, Data Analysis, Matlab, Editing, Financial Modeling, Microsoft Excel, Chemical Engineering, Spanish, Economics, SPSS, Research, Microsoft Word
Education
Bucknell University 2008 — 2012
B.S, Chemical Engineering
Bucknell University 2008 — 2012
Bachelor of Science, Chemical Engineering
Felix Fernandes Felix Fernandes's BNY Mellon Experience August 2005 - August 2011
Job Financial Services
Industry Accounting
Experience
Hasbro May 2015 - Present
Town of Lincoln October 2014 - Present
Amica Mutual Insurance 2013 - Present
North Smithfield High School August 2009 - Present
BNY Mellon August 2005 - August 2011
Bank of America August 2002 - August 2005
Skills
Accounting, Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Risk Management, Investments, Small Business, Financial Reporting, Microsoft Excel, Tax, Access, Customer Service, Microsoft Word, Budgets, Analysis, Process Improvement, Microsoft Office, Portfolio Management, Data Analysis, Teamwork, Business Planning, Strategic Planning, Financial Accounting, Bookkeeping, Accounts Receivable, Mergers & Acquisitions, Policy, Time Management, Management, Accounts Payable, Leadership, Financial Services, Account Reconciliation, Managerial Finance, Finance, General Ledger, Mutual Funds, Internal Controls, Valuation, Payroll, QuickBooks, Forecasting, Business Analysis, Tax Preparation
Education
Bryant University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Hasbro May 2015 - Present
Town of Lincoln October 2014 - Present
Amica Mutual Insurance 2013 - Present
North Smithfield High School August 2009 - Present
BNY Mellon August 2005 - August 2011
Bank of America August 2002 - August 2005
Skills
Accounting, Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Risk Management, Investments, Small Business, Financial Reporting, Microsoft Excel, Tax, Access, Customer Service, Microsoft Word, Budgets, Analysis, Process Improvement, Microsoft Office, Portfolio Management, Data Analysis, Teamwork, Business Planning, Strategic Planning, Financial Accounting, Bookkeeping, Accounts Receivable, Mergers & Acquisitions, Policy, Time Management, Management, Accounts Payable, Leadership, Financial Services, Account Reconciliation, Managerial Finance, Finance, General Ledger, Mutual Funds, Internal Controls, Valuation, Payroll, QuickBooks, Forecasting, Business Analysis, Tax Preparation
Education
Bryant University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Daniel Bicki Daniel Bicki's BNY Mellon Experience August 2010 - June 2011
Job Pricing Specialist at State Street
Industry Financial Services
Experience
State Street 2014 - Present
State Street January 2013 - July 2014
BNY Mellon August 2010 - June 2011
PNC 2006 - August 2010
Pyramid Construction December 2005 - September 2006
Skills
Bloomberg Terminal, Fund Accounting, Fixed Income, Equities, Mutual Funds, Financial Services, Financial Analysis
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Management, Economics
State Street 2014 - Present
State Street January 2013 - July 2014
BNY Mellon August 2010 - June 2011
PNC 2006 - August 2010
Pyramid Construction December 2005 - September 2006
Skills
Bloomberg Terminal, Fund Accounting, Fixed Income, Equities, Mutual Funds, Financial Services, Financial Analysis
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Management, Economics
Michael Cecere Michael Cecere's BNY Mellon Experience March 2006 - Present
Job
Industry Financial Services
Experience
BNY Mellon March 2006 - Present
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Securities, Asset Management, Derivatives, Fund Accounting, Hedge Funds, Bloomberg Terminal, Corporate Actions, Financial Services, Series 63, Global Custody, Swaps, Back Office, Business Analysis, Emerging Markets, Access, Investments
Education
Suffolk University 2008 — 2011
Master of Business Administration (MBA)
Bryant University 1999 — 2003
Bachelors
BNY Mellon March 2006 - Present
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Securities, Asset Management, Derivatives, Fund Accounting, Hedge Funds, Bloomberg Terminal, Corporate Actions, Financial Services, Series 63, Global Custody, Swaps, Back Office, Business Analysis, Emerging Markets, Access, Investments
Education
Suffolk University 2008 — 2011
Master of Business Administration (MBA)
Bryant University 1999 — 2003
Bachelors
Stephen Mulready Stephen Mulready's BNY Mellon Experience November 2013 - September 2014
Job Quality Assurence Analyst at oneZero Financial Systems
Industry Financial Services
Experience
oneZero Financial Systems September 2014 - Present
BNY Mellon November 2013 - September 2014
Eagle Investment Systems February 2013 - November 2013
Eagle Investment Systems May 2011 - February 2013
State Street May 2010 - May 2011
State Street May 2008 - April 2010
Skills
Fund Accounting, DTC, Fund Administration, Bloomberg, Bloomberg Terminal, Corporate Actions, Mutual Funds, Fixed Income, Securities, Forwards, Equities, Swaps, Bonds, ETFs, Back Office, Derivatives, Portfolio Management, Investments, Options, Asset Managment
Education
Bryant University 2004 — 2008
Bachelor of Science (B.S.), Business Administration
oneZero Financial Systems September 2014 - Present
BNY Mellon November 2013 - September 2014
Eagle Investment Systems February 2013 - November 2013
Eagle Investment Systems May 2011 - February 2013
State Street May 2010 - May 2011
State Street May 2008 - April 2010
Skills
Fund Accounting, DTC, Fund Administration, Bloomberg, Bloomberg Terminal, Corporate Actions, Mutual Funds, Fixed Income, Securities, Forwards, Equities, Swaps, Bonds, ETFs, Back Office, Derivatives, Portfolio Management, Investments, Options, Asset Managment
Education
Bryant University 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Connor Arnold Connor Arnold's BNY Mellon Experience August 2014 - Present
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
The TJX Companies, Inc. June 2014 - July 2014
TJX June 2010 - August 2013
Town Of Boxborough, Masachusetts July 2007 - July 2010
Wellesley College July 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Finance, PowerPoint, Customer Service, Retail, Inventory Management, Forecasting, Financial Analysis, Access, Social Networking
Education
Bryant University 2010 — 2014
Finance, General
Acton-Boxborough Regional High School 2006 — 2010
High School/Secondary Diplomas and Certificates
BNY Mellon August 2014 - Present
The TJX Companies, Inc. June 2014 - July 2014
TJX June 2010 - August 2013
Town Of Boxborough, Masachusetts July 2007 - July 2010
Wellesley College July 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Finance, PowerPoint, Customer Service, Retail, Inventory Management, Forecasting, Financial Analysis, Access, Social Networking
Education
Bryant University 2010 — 2014
Finance, General
Acton-Boxborough Regional High School 2006 — 2010
High School/Secondary Diplomas and Certificates
Christian M. Brandstetter's BNY Mellon Experience May 2013 - October 2014
Job Associate at Axiom International Investors LLC
Industry Financial Services
Experience
Axiom International Investors October 2014 - Present
BNY Mellon May 2013 - October 2014
Bucknell Student Managed Investment Fund (SMIF) August 2012 - May 2013
Bucknell University: Management Department August 2012 - May 2013
Giant Eagle December 2011 - December 2011
The Perryman Company May 2011 - September 2011
Joseph Dyer Landscaping May 2009 - September 2011
Skills
Bloomberg Terminal, Econometric Modeling, Financial Market..., Investment Management, Finance, Economics, Bloomberg, Investments, Corporate Finance
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2011 — 2012
The General Course, Economics/Finance
Axiom International Investors October 2014 - Present
BNY Mellon May 2013 - October 2014
Bucknell Student Managed Investment Fund (SMIF) August 2012 - May 2013
Bucknell University: Management Department August 2012 - May 2013
Giant Eagle December 2011 - December 2011
The Perryman Company May 2011 - September 2011
Joseph Dyer Landscaping May 2009 - September 2011
Skills
Bloomberg Terminal, Econometric Modeling, Financial Market..., Investment Management, Finance, Economics, Bloomberg, Investments, Corporate Finance
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2011 — 2012
The General Course, Economics/Finance
Kathleen Gillis , MS Computer Information Systems Kathleen Gillis , MS Computer Information Systems's BNY Mellon Experience March 1994 - July 2000
Job
Industry Information Technology and Services
Experience
State Street December 2011 - December 2013
State Street April 2008 - January 2012
State Street December 2005 - April 2008
Financial Services Regulatory Projects August 2002 - December 2005
Fidelity Investments July 2000 - August 2002
BNY Mellon March 1994 - July 2000
Ross Systems August 1988 - March 1994
RDS Systems Group June 1981 - August 1988
Education
Northeastern University 1988 — 1990
Masters of Science in Engineering of Information Systems, Computer Information Systems, 3.5
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
Post Masters Certificate, Technical Financial Management
Bryant University 2001 — 2002
Graduate Certificate, Project Management
Northeastern University 1984 — 1985
Professional Certificate, Systems Analysis
State Street December 2011 - December 2013
State Street April 2008 - January 2012
State Street December 2005 - April 2008
Financial Services Regulatory Projects August 2002 - December 2005
Fidelity Investments July 2000 - August 2002
BNY Mellon March 1994 - July 2000
Ross Systems August 1988 - March 1994
RDS Systems Group June 1981 - August 1988
Education
Northeastern University 1988 — 1990
Masters of Science in Engineering of Information Systems, Computer Information Systems, 3.5
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
Post Masters Certificate, Technical Financial Management
Bryant University 2001 — 2002
Graduate Certificate, Project Management
Northeastern University 1984 — 1985
Professional Certificate, Systems Analysis
Derek Guglielmi's BNY Mellon Experience November 2014 - August 2015
Job Senior Associate, Investment Performance at Conning
Industry Financial Services
Experience
Conning September 2015 - Present
BNY Mellon November 2014 - August 2015
Voya Financial December 2013 - October 2014
Voya Financial May 2012 - December 2013
Advanced Capital Advisors June 2009 - September 2011
ING U.S. June 2008 - August 2008
Skills
Microsoft Office, Morningstar, Investments, Financial Analysis, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Financial Reporting, Microsoft Word, Accounting, Essbase, Microsoft Visio, Bloomberg, Insurance
Education
Quinnipiac University - School of Business 2009 — 2011
Master of Business Administration, Chartered Financial Analyst Track; Finance
Bryant University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Conning September 2015 - Present
BNY Mellon November 2014 - August 2015
Voya Financial December 2013 - October 2014
Voya Financial May 2012 - December 2013
Advanced Capital Advisors June 2009 - September 2011
ING U.S. June 2008 - August 2008
Skills
Microsoft Office, Morningstar, Investments, Financial Analysis, Microsoft Excel, Equities, PowerPoint, Portfolio Management, Financial Reporting, Microsoft Word, Accounting, Essbase, Microsoft Visio, Bloomberg, Insurance
Education
Quinnipiac University - School of Business 2009 — 2011
Master of Business Administration, Chartered Financial Analyst Track; Finance
Bryant University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Eli Peterson Eli Peterson's BNY Mellon Experience March 2012 - Present
Job Managing Director & Senior Managing Counsel at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
The Clearing House August 2010 - May 2012
McIntyre & Lemon, PLLC June 2006 - August 2010
Skills
Corporate Law, Financial Services, Banking, Analysis, Derivatives, Finance, Financial Risk, Management, Policy, Risk Management, Insurance, Capital Markets, Corporate Governance, Mergers, Securities
Education
Bucknell University
B.A., Political Science, cum laude
The Catholic University of America
J.D.
Worcester Academy
BNY Mellon March 2012 - Present
The Clearing House August 2010 - May 2012
McIntyre & Lemon, PLLC June 2006 - August 2010
Skills
Corporate Law, Financial Services, Banking, Analysis, Derivatives, Finance, Financial Risk, Management, Policy, Risk Management, Insurance, Capital Markets, Corporate Governance, Mergers, Securities
Education
Bucknell University
B.A., Political Science, cum laude
The Catholic University of America
J.D.
Worcester Academy
Ryan Jacobson's BNY Mellon Experience June 2013 - August 2013
Job Associate at Bulger Partners
Industry Banking
Experience
Bulger Partners August 2015 - Present
Brown University September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Brown University September 2012 - June 2013
College Pro May 2012 - August 2012
Littleton Hockey Association June 2011 - August 2011
Colorado Athletic Club Inverness May 2009 - August 2011
Players Bench Hockey Superstore June 2006 - May 2009
Basic Books Plus Bookkeeping September 2007 - May 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Word, Event Planning, Customer Service, Management
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sophomore
Cherry Creek High School 2005 — 2009
Bulger Partners August 2015 - Present
Brown University September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Brown University September 2012 - June 2013
College Pro May 2012 - August 2012
Littleton Hockey Association June 2011 - August 2011
Colorado Athletic Club Inverness May 2009 - August 2011
Players Bench Hockey Superstore June 2006 - May 2009
Basic Books Plus Bookkeeping September 2007 - May 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Word, Event Planning, Customer Service, Management
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sophomore
Cherry Creek High School 2005 — 2009
Luisa Franson Luisa Franson's BNY Mellon Experience July 2011 - September 2012
Job Operations Associate Personal Capital
Industry Financial Services
Experience
Personal Capital November 2014 - Present
AEW Capital Management September 2012 - September 2014
BNY Mellon July 2011 - September 2012
Bank RI May 2010 - November 2010
DiMillo's Marina & Floating Restaurant May 2005 - August 2009
Skills
Teamwork, Financial Analysis, Management, PowerPoint, Accounts Payable, Microsoft Excel, Invoicing, Accounting, Finance, Financial Modeling
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Personal Capital November 2014 - Present
AEW Capital Management September 2012 - September 2014
BNY Mellon July 2011 - September 2012
Bank RI May 2010 - November 2010
DiMillo's Marina & Floating Restaurant May 2005 - August 2009
Skills
Teamwork, Financial Analysis, Management, PowerPoint, Accounts Payable, Microsoft Excel, Invoicing, Accounting, Finance, Financial Modeling
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Clayton Christus's BNY Mellon Experience June 2013 - August 2013
Job Associate Social Strategist at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US September 2015 - Present
DigitasLBi_US June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Public Speaking, Data Analysis, Leadership, Facebook
Education
Brown University 2011 — 2015
B.A., Business, Entrepreneurship, & Organizations
DigitasLBi_US September 2015 - Present
DigitasLBi_US June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Public Speaking, Data Analysis, Leadership, Facebook
Education
Brown University 2011 — 2015
B.A., Business, Entrepreneurship, & Organizations
Casey Patton Casey Patton's BNY Mellon Experience 1979 - Present
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1979 - Present
Skills
Management, Microsoft Excel, Portfolio Management, Risk Management, Financial Analysis
Education
Cannon Financial School of Trust
Certified Trust and Financial Advisor, Central Atlantic School of Trust - Bucknell University
BNY Mellon 1979 - Present
Skills
Management, Microsoft Excel, Portfolio Management, Risk Management, Financial Analysis
Education
Cannon Financial School of Trust
Certified Trust and Financial Advisor, Central Atlantic School of Trust - Bucknell University
Paul Mazziotti Paul Mazziotti's BNY Mellon Experience August 2014 - Present
Job AML Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
Dreyfus April 2010 - August 2014
Dreyfus April 2008 - March 2010
Dreyfus October 2006 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Banking, Risk Management, Finance, Data Analysis, Financial Services, Investments, Teamwork
Education
Bryant University 2002 — 2006
Bachelor of Arts (BA), Finance, General
BNY Mellon August 2014 - Present
Dreyfus April 2010 - August 2014
Dreyfus April 2008 - March 2010
Dreyfus October 2006 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Banking, Risk Management, Finance, Data Analysis, Financial Services, Investments, Teamwork
Education
Bryant University 2002 — 2006
Bachelor of Arts (BA), Finance, General
Vanessa Duno's BNY Mellon Experience July 2009 - Present
Job Vice President BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
BNP Paribas March 2006 - June 2009
Morgan Stanley 2003 - 2006
CIBC World Markets 2000 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading
Education
Brown University 1996 — 2000
BNY Mellon July 2009 - Present
BNP Paribas March 2006 - June 2009
Morgan Stanley 2003 - 2006
CIBC World Markets 2000 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading
Education
Brown University 1996 — 2000
Michiru Wisely's BNY Mellon Experience February 2008 - February 2010
Job Institutional Relationship Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers February 2011 - Present
BNY Mellon February 2008 - February 2010
Bloomberg June 2000 - June 2007
Skills
Equities, Fixed Income, Financial Markets, Bloomberg, Asset Management, REIT, Preferred Stock, Client Services, FactSet, Morningstar, Onboarding, Product Development, Microsoft Excel, PowerPoint, Japanese Market
Education
Bryn Mawr College 1996 — 2000
Master of Arts (M.A.), Mathematics
Bryn Mawr College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Cohen & Steers February 2011 - Present
BNY Mellon February 2008 - February 2010
Bloomberg June 2000 - June 2007
Skills
Equities, Fixed Income, Financial Markets, Bloomberg, Asset Management, REIT, Preferred Stock, Client Services, FactSet, Morningstar, Onboarding, Product Development, Microsoft Excel, PowerPoint, Japanese Market
Education
Bryn Mawr College 1996 — 2000
Master of Arts (M.A.), Mathematics
Bryn Mawr College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Anthony Cray's BNY Mellon Experience March 2013 - June 2015
Job
Industry Financial Services
Experience
BNY Mellon March 2013 - June 2015
Deloitte September 2012 - March 2013
BNY Mellon June 2012 - August 2012
UPMC Center for Innovation in Restorative Medicine September 2011 - December 2011
Alcoa June 2011 - August 2011
Elmhurst Group May 2011 - May 2011
3 Rivers Connect January 2011 - April 2011
W.P. Carey July 2009 - June 2010
Merrill Lynch & Co. September 2004 - July 2009
American International Group September 2002 - September 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA
Bucknell University 1998 — 2002
BS Business Administration
BNY Mellon March 2013 - June 2015
Deloitte September 2012 - March 2013
BNY Mellon June 2012 - August 2012
UPMC Center for Innovation in Restorative Medicine September 2011 - December 2011
Alcoa June 2011 - August 2011
Elmhurst Group May 2011 - May 2011
3 Rivers Connect January 2011 - April 2011
W.P. Carey July 2009 - June 2010
Merrill Lynch & Co. September 2004 - July 2009
American International Group September 2002 - September 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA
Bucknell University 1998 — 2002
BS Business Administration
Kimberly Beckett's BNY Mellon Experience December 2004 - September 2005
Job IT Compliance and Security
Industry Hospital & Health Care
Experience
The University of Texas Health Science Center at Houston August 2008 - December 2011
Macerich December 2005 - July 2008
BNY Mellon December 2004 - September 2005
Northwestern Mutual April 2002 - September 2004
Stanley Associates, Inc. September 1999 - March 2002
Lockheed Martin March 1996 - August 1999
Dominican Republic March 1994 - August 1995
Skills
Risk Management, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Business Process, IT Audit, Auditing
Education
Brigham Young University 1990 — 1993
BA: European Studies, Spanish and Iberian Studies
The University of Texas Health Science Center at Houston August 2008 - December 2011
Macerich December 2005 - July 2008
BNY Mellon December 2004 - September 2005
Northwestern Mutual April 2002 - September 2004
Stanley Associates, Inc. September 1999 - March 2002
Lockheed Martin March 1996 - August 1999
Dominican Republic March 1994 - August 1995
Skills
Risk Management, Internal Audit, Risk Assessment, Sarbanes-Oxley Act, Business Process, IT Audit, Auditing
Education
Brigham Young University 1990 — 1993
BA: European Studies, Spanish and Iberian Studies
Tom Constantine's BNY Mellon Experience December 2005 - July 2006
Job Project Management
Industry Information Technology and Services
Experience
MAXIMUS January 2015 - Present
Bank of America September 2009 - April 2014
Sapphire Technology January 2008 - September 2009
Randstad Technologies US - Keane Inc. July 2006 - January 2008
BNY Mellon December 2005 - July 2006
Fleet Bank April 1998 - December 2005
Blue Cross Blue Shield of South Carolina January 1997 - April 1998
WellPoint August 1989 - January 1997
New York State Department of Health October 1988 - August 1989
Skills
Visio, Vendor Management, PMO, PMP, Project Portfolio..., Software Documentation, Business Process..., IT Strategy, Program Management, Enterprise Architecture, Project Management, Software Development, Agile Methodologies, SQL, Change Management, Databases, IT Management, SharePoint, Disaster Recovery, Risk Management, Banking, Waterfall, Software Quality..., Requirements Gathering, Integration, Business Process, Information Technology
Education
Bryant University 1999 — 1999
Certificate, Project Management I
Siena College 1985 — 1988
BS, Computer Science
Schenectady County Community College 1982 — 1985
Associate of Science (AS), Computer Science
Niskayuna High school 1978 — 1982
General, General Studies
MAXIMUS January 2015 - Present
Bank of America September 2009 - April 2014
Sapphire Technology January 2008 - September 2009
Randstad Technologies US - Keane Inc. July 2006 - January 2008
BNY Mellon December 2005 - July 2006
Fleet Bank April 1998 - December 2005
Blue Cross Blue Shield of South Carolina January 1997 - April 1998
WellPoint August 1989 - January 1997
New York State Department of Health October 1988 - August 1989
Skills
Visio, Vendor Management, PMO, PMP, Project Portfolio..., Software Documentation, Business Process..., IT Strategy, Program Management, Enterprise Architecture, Project Management, Software Development, Agile Methodologies, SQL, Change Management, Databases, IT Management, SharePoint, Disaster Recovery, Risk Management, Banking, Waterfall, Software Quality..., Requirements Gathering, Integration, Business Process, Information Technology
Education
Bryant University 1999 — 1999
Certificate, Project Management I
Siena College 1985 — 1988
BS, Computer Science
Schenectady County Community College 1982 — 1985
Associate of Science (AS), Computer Science
Niskayuna High school 1978 — 1982
General, General Studies
Roderick McRae III, CFA CFP's BNY Mellon Experience July 1989 - July 1990
Job Managing Partner at McRae Capital Management
Industry Financial Services
Experience
McRae Capital Management January 1997 - Present
Morgan Stanley Smith Barney 1993 - 1996
BNY Mellon July 1989 - July 1990
Skills
Investments, Portfolio Management, Trading, Asset, Compliance, Equities, Asset Management, Fixed Income, Securities, Economics, Strategic Financial..., Strategy
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business - Finance
Brown University 1984 — 1988
ScB, Electrical Engineering
Madison High School 1981 — 1984
McRae Capital Management January 1997 - Present
Morgan Stanley Smith Barney 1993 - 1996
BNY Mellon July 1989 - July 1990
Skills
Investments, Portfolio Management, Trading, Asset, Compliance, Equities, Asset Management, Fixed Income, Securities, Economics, Strategic Financial..., Strategy
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business - Finance
Brown University 1984 — 1988
ScB, Electrical Engineering
Madison High School 1981 — 1984
Ashley Bara's BNY Mellon Experience August 2012 - Present
Job Client Treasury Specialist 2 at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon August 2012 - Present
BNY Mellon June 2006 - July 2012
PNC Global Investment Servicing June 2006 - July 2010
PNC Global Investment Servicing June 2007 - December 2007
PFPC, Inc. June 2006 - May 2007
Skills
Bloomberg, Excel, Word, Access, PowerPoint, Lotus Notes, Pricing, Bloomberg Terminal, Fixed Income, SQL, Microsoft Excel, Fund Accounting, Microsoft Word, Fund Administration, Fundstation, Analysis, Investments
Education
Bryant University 2002 — 2006
BSBA, Accounting Information Systems
Bryant University 2002 — 2006
Bachelor of Science, Business Administration; Accounting Information Systems
BNY Mellon August 2012 - Present
BNY Mellon June 2006 - July 2012
PNC Global Investment Servicing June 2006 - July 2010
PNC Global Investment Servicing June 2007 - December 2007
PFPC, Inc. June 2006 - May 2007
Skills
Bloomberg, Excel, Word, Access, PowerPoint, Lotus Notes, Pricing, Bloomberg Terminal, Fixed Income, SQL, Microsoft Excel, Fund Accounting, Microsoft Word, Fund Administration, Fundstation, Analysis, Investments
Education
Bryant University 2002 — 2006
BSBA, Accounting Information Systems
Bryant University 2002 — 2006
Bachelor of Science, Business Administration; Accounting Information Systems
Megan Gorman's BNY Mellon Experience February 2013 - March 2015
Job Managing Partner at Chequers Financial Management
Industry Financial Services
Experience
Chequers Financial Management March 2015 - Present
BNY Mellon February 2013 - March 2015
The Ayco Company, L.P. August 2002 - February 2013
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Estate Planning, Retirement Planning, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investment Advisory, Wealth Management..., Investment Management, Hedge Funds, High Net Worth...
Education
Rutgers University School of Law - Camden 1999 — 2002
JD
Bryn Mawr College 1994 — 1998
BA, History
University of London 1995 — 1996
Chequers Financial Management March 2015 - Present
BNY Mellon February 2013 - March 2015
The Ayco Company, L.P. August 2002 - February 2013
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Estate Planning, Retirement Planning, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investment Advisory, Wealth Management..., Investment Management, Hedge Funds, High Net Worth...
Education
Rutgers University School of Law - Camden 1999 — 2002
JD
Bryn Mawr College 1994 — 1998
BA, History
University of London 1995 — 1996
Patrick Condello's BNY Mellon Experience July 2006 - Present
Job Head of AIS/Hedge Fund Valuations at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
Leo Cha's BNY Mellon Experience April 1997 - January 1999
Job Director Senior Counsel
Industry Banking
Experience
Royal Bank of Scotland September 2004 - Present
International Business Machines September 1999 - September 2004
BNY Mellon April 1997 - January 1999
Skills
Capital Markets, Dodd-Frank, Derivatives, Trading, Foreign Exchange, Risk Management, Fixed Income, Prime Brokerage, Structured Finance, Securities, Swaps, Hedge Funds, Investment Banking, ISDA, FX Options
Education
Brooklyn Law School 1995 — 1998
JD, Law
City University of New York-Brooklyn College 1990 — 1995
BA, English and Philosophy
Royal Bank of Scotland September 2004 - Present
International Business Machines September 1999 - September 2004
BNY Mellon April 1997 - January 1999
Skills
Capital Markets, Dodd-Frank, Derivatives, Trading, Foreign Exchange, Risk Management, Fixed Income, Prime Brokerage, Structured Finance, Securities, Swaps, Hedge Funds, Investment Banking, ISDA, FX Options
Education
Brooklyn Law School 1995 — 1998
JD, Law
City University of New York-Brooklyn College 1990 — 1995
BA, English and Philosophy
Truc Lai's BNY Mellon Experience March 2007 - May 2014
Job Performance Analyst
Industry Financial Services
Experience
BNY Mellon March 2007 - May 2014
BNY Mellon June 2004 - March 2007
Bryant University September 2001 - May 2004
TJX Canada/Winners Merchants International L.P. May 2003 - September 2003
Skills
Equities, Microsoft Excel, Data Analysis, Event Planning, Project Management, Community Outreach, Market Research, Financial Services, Program Development, Customer Service, PowerPoint, Recruiting
Education
University of Massachusetts Boston 2010 — 2015
Masters in Special Education, Special Education and Teaching, PK-8
Bryant University 2000 — 2004
BS, Marketing & Management
BNY Mellon March 2007 - May 2014
BNY Mellon June 2004 - March 2007
Bryant University September 2001 - May 2004
TJX Canada/Winners Merchants International L.P. May 2003 - September 2003
Skills
Equities, Microsoft Excel, Data Analysis, Event Planning, Project Management, Community Outreach, Market Research, Financial Services, Program Development, Customer Service, PowerPoint, Recruiting
Education
University of Massachusetts Boston 2010 — 2015
Masters in Special Education, Special Education and Teaching, PK-8
Bryant University 2000 — 2004
BS, Marketing & Management
Emilia Roman's BNY Mellon Experience September 2000 - November 2005
Job Office Administrator at Equinox Funds
Industry Financial Services
Experience
Equinox Funds January 2011 - Present
Aton Pharma, Inc. March 2008 - August 2010
Esprit Pharma November 2005 - December 2007
BNY Mellon September 2000 - November 2005
Skills
Pharmaceutical Industry, Management, Customer Service, Cross-functional Team..., Bilingual Communications, Microsoft Office, Leadership, Budgets, Sales, Marketing, QuickBooks, Event Planning, Travel Arrangements, Notary Public, Meeting Planning, Research, Document Management, Utility Industry, Legal Industry, Sop
Education
Brookdale Community College 2005 — 2009
Associate's Degree, Business Administration, 3.69
Equinox Funds January 2011 - Present
Aton Pharma, Inc. March 2008 - August 2010
Esprit Pharma November 2005 - December 2007
BNY Mellon September 2000 - November 2005
Skills
Pharmaceutical Industry, Management, Customer Service, Cross-functional Team..., Bilingual Communications, Microsoft Office, Leadership, Budgets, Sales, Marketing, QuickBooks, Event Planning, Travel Arrangements, Notary Public, Meeting Planning, Research, Document Management, Utility Industry, Legal Industry, Sop
Education
Brookdale Community College 2005 — 2009
Associate's Degree, Business Administration, 3.69
Nancy Shields Pedisich's BNY Mellon Experience January 2011 - Present
Job HR Business Partner at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2011 - Present
Ivy Asset Management December 2000 - December 2010
HSBC June 1999 - November 2000
Republic National Bank June 1993 - June 1999
Skills
Due Diligence, Personnel Management, Asset Managment, Human Resources, Project Management, Equities, Hedge Funds, Asset Management
Education
Bryant University 1985 — 1989
BS, Business Administration
BNY Mellon January 2011 - Present
Ivy Asset Management December 2000 - December 2010
HSBC June 1999 - November 2000
Republic National Bank June 1993 - June 1999
Skills
Due Diligence, Personnel Management, Asset Managment, Human Resources, Project Management, Equities, Hedge Funds, Asset Management
Education
Bryant University 1985 — 1989
BS, Business Administration
Marcie Burns's BNY Mellon Experience Assistant ControllerBank of New York Mellon1998 - Present
Job Controller III at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Assistant ControllerBank of New York Mellon1998 - Present
The Boston Company 2004 - April 2012
The Boston Company 2004 - 2009
Standish Ayer and Wood 1998 - 2001
EY July 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Accounting, Account Reconciliation, General Ledger, Auditing, Hyperion Enterprise, Strategic Financial..., Budgets, Internal Controls, Variance Analysis, US GAAP, Financial Accounting, Financial Statements, Finance, Financial Statement..., Corporate Finance, Accounts Receivable, Journal Entries, Bank Reconciliation, Managerial Finance, External Audit, Accruals, Financial Audits
Education
Bryant University 1993 — 1997
BA, Financial Accounting
BNY Mellon Assistant ControllerBank of New York Mellon1998 - Present
The Boston Company 2004 - April 2012
The Boston Company 2004 - 2009
Standish Ayer and Wood 1998 - 2001
EY July 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Accounting, Account Reconciliation, General Ledger, Auditing, Hyperion Enterprise, Strategic Financial..., Budgets, Internal Controls, Variance Analysis, US GAAP, Financial Accounting, Financial Statements, Finance, Financial Statement..., Corporate Finance, Accounts Receivable, Journal Entries, Bank Reconciliation, Managerial Finance, External Audit, Accruals, Financial Audits
Education
Bryant University 1993 — 1997
BA, Financial Accounting
Bobbi-Jo Bell's BNY Mellon Experience June 1995 - May 1997
Job Senior Analyst
Industry Financial Services
Experience
Harvard Management Company May 2005 - December 2012
Harvard Management Company January 2001 - May 2005
Harvard Management Company June 1999 - January 2001
Harvard Management Company May 1997 - June 1999
BNY Mellon June 1995 - May 1997
Nine West Group May 1994 - June 1995
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management, Fund Accounting, Derivatives, Investments, Mutual Funds, Portfolio Management, Capital Markets, Valuation, Securities, Financial Modeling, Investment Management, Trading, Financial Services, Corporate Actions, Risk Management, Asset Managment, Financial Reporting, Analysis, Financial Analysis
Education
Bryant University 2013 — 2013
Supply Chain Management Certificate
Bryant University 1990 — 1994
Bachelor of Science (BS), Business Administration, Marketing
Harvard Management Company May 2005 - December 2012
Harvard Management Company January 2001 - May 2005
Harvard Management Company June 1999 - January 2001
Harvard Management Company May 1997 - June 1999
BNY Mellon June 1995 - May 1997
Nine West Group May 1994 - June 1995
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management, Fund Accounting, Derivatives, Investments, Mutual Funds, Portfolio Management, Capital Markets, Valuation, Securities, Financial Modeling, Investment Management, Trading, Financial Services, Corporate Actions, Risk Management, Asset Managment, Financial Reporting, Analysis, Financial Analysis
Education
Bryant University 2013 — 2013
Supply Chain Management Certificate
Bryant University 1990 — 1994
Bachelor of Science (BS), Business Administration, Marketing
Ashley Leach's BNY Mellon Experience August 2015 - Present
Job Mutual Fund Specialist at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon August 2015 - Present
BNY Mellon June 2014 - July 2015
BNY Mellon September 2008 - June 2014
Killington Music Festival April 2006 - July 2008
Reynolds and Son, Inc. March 2007 - May 2007
Skills
Mutual Funds, Securities, Financial Services, Corporate Actions, Investments, Asset Management, Business Analysis, Banking, Relationship Management, Fixed Income
Education
College of St. Joseph 2005 — 2008
Business Adminstration, Marketing
Bryant University 2003 — 2005
BA, Marketing
BNY Mellon August 2015 - Present
BNY Mellon June 2014 - July 2015
BNY Mellon September 2008 - June 2014
Killington Music Festival April 2006 - July 2008
Reynolds and Son, Inc. March 2007 - May 2007
Skills
Mutual Funds, Securities, Financial Services, Corporate Actions, Investments, Asset Management, Business Analysis, Banking, Relationship Management, Fixed Income
Education
College of St. Joseph 2005 — 2008
Business Adminstration, Marketing
Bryant University 2003 — 2005
BA, Marketing
Christina Morse's BNY Mellon Experience August 2014 - Present
Job Counsel and Vice President at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2014 - Present
Lord, Abbett & Co. LLC August 2013 - July 2014
The Bank of New York Mellon May 2009 - August 2013
AllianceBernstein August 2000 - November 2008
AllianceBernstein January 1994 - May 2000
Davis Polk & Wardwell LLP June 1989 - December 1993
Skills
Investments, Mutual Funds, Corporate Governance, Securities, Fixed Income, Investment Management, Hedge Funds, Series 7, Portfolio Management
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
BNY Mellon August 2014 - Present
Lord, Abbett & Co. LLC August 2013 - July 2014
The Bank of New York Mellon May 2009 - August 2013
AllianceBernstein August 2000 - November 2008
AllianceBernstein January 1994 - May 2000
Davis Polk & Wardwell LLP June 1989 - December 1993
Skills
Investments, Mutual Funds, Corporate Governance, Securities, Fixed Income, Investment Management, Hedge Funds, Series 7, Portfolio Management
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
Ruth Jakovlic's BNY Mellon Experience May 2015 - Present
Job Cash Analyst in Master Servicing @ BNY Mellon
Industry Banking
Experience
BNY Mellon May 2015 - Present
Acme Scale Systems July 2006 - July 2014
Paige Personnel (dba JobGiraffe) March 2006 - June 2006
Riverside Publishing November 2003 - August 2005
WM Adisors Inc (dba Edge Asset Management) May 1998 - June 2002
KeyBank November 1993 - May 1998
Skills
Training, Accounting, Microsoft Word, Advertising, Invoicing, Troubleshooting, Testing, Mutual Funds, Trading, Publishing, Customer Service, Account Management, Banking
Education
Bryant & Stratton College-Cleveland 1989 — 1990
Associate, Business Management
Cleveland State University
Working on my BS, Finance
National Louis University
BNY Mellon May 2015 - Present
Acme Scale Systems July 2006 - July 2014
Paige Personnel (dba JobGiraffe) March 2006 - June 2006
Riverside Publishing November 2003 - August 2005
WM Adisors Inc (dba Edge Asset Management) May 1998 - June 2002
KeyBank November 1993 - May 1998
Skills
Training, Accounting, Microsoft Word, Advertising, Invoicing, Troubleshooting, Testing, Mutual Funds, Trading, Publishing, Customer Service, Account Management, Banking
Education
Bryant & Stratton College-Cleveland 1989 — 1990
Associate, Business Management
Cleveland State University
Working on my BS, Finance
National Louis University
Chad Johnsrud, CFA's BNY Mellon Experience July 2004 - Present
Job Senior Director Portfolio Management at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon July 2004 - Present
Neilson Elgren 2002 - 2004
Mountain America Investments 2000 - 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Hedge Funds, Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Investment Management, Bloomberg, Private Equity, Investment Strategies, Investment Advisory, Mutual Funds, Fixed Income
Education
University of Utah - David Eccles School of Business 2002 — 2004
MBA, Financial Accounting
Brigham Young University 2000 — 2002
BA, Business
BNY Mellon July 2004 - Present
Neilson Elgren 2002 - 2004
Mountain America Investments 2000 - 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Hedge Funds, Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Investment Management, Bloomberg, Private Equity, Investment Strategies, Investment Advisory, Mutual Funds, Fixed Income
Education
University of Utah - David Eccles School of Business 2002 — 2004
MBA, Financial Accounting
Brigham Young University 2000 — 2002
BA, Business
Mark Mistretta's BNY Mellon Experience February 2011 - Present
Job Investment Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon February 2011 - Present
Town of Holliston May 2008 - January 2009
Plant Essentials 2009 - 2009
Bryant University 2009 - 2009
Regal Entertainment Group May 2005 - August 2007
Auerr, Mason & Zajac (CPA Firm) May 2004 - August 2004
Education
Bryant University 2009 — 2010
Masters in Professional Accountancy, Accounting
Bryant University 2005 — 2009
Bachelor's Degree, Accounting
BNY Mellon February 2011 - Present
Town of Holliston May 2008 - January 2009
Plant Essentials 2009 - 2009
Bryant University 2009 - 2009
Regal Entertainment Group May 2005 - August 2007
Auerr, Mason & Zajac (CPA Firm) May 2004 - August 2004
Education
Bryant University 2009 — 2010
Masters in Professional Accountancy, Accounting
Bryant University 2005 — 2009
Bachelor's Degree, Accounting
Victoria L Fiabane's BNY Mellon Experience May 2009 - Present
Job Vice President at BNY Mellon Senior Estate Settlement Officer
Industry Investment Management
Experience
BNY Mellon May 2009 - Present
Gardner Weiss & Rosenblum LLP June 2004 - April 2008
Skills
Trusts & Estates,...
Education
Brooklyn Law School 2002 — 2005
JD
Seton Hall University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
BNY Mellon May 2009 - Present
Gardner Weiss & Rosenblum LLP June 2004 - April 2008
Skills
Trusts & Estates,...
Education
Brooklyn Law School 2002 — 2005
JD
Seton Hall University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Jillian Bane's BNY Mellon Experience October 2012 - Present
Job Sales Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
BNY Mellon August 2011 - October 2012
BNY Mellon December 2009 - October 2011
St Mary's Credit Union November 2004 - December 2009
Worcester Tornadoes April 2008 - September 2008
Skills
Marketing, Leadership, Outlook, Management Consulting, Data Analysis, Management, Social Media, Insurance, Recruiting, Account Management, Salesforce.com, Event Planning, Public Speaking, Strategic Planning, Finance, Social Networking, Financial Services
Education
Bryant University 2005 — 2009
Marketing, Marketing/Sociology
BNY Mellon October 2012 - Present
BNY Mellon August 2011 - October 2012
BNY Mellon December 2009 - October 2011
St Mary's Credit Union November 2004 - December 2009
Worcester Tornadoes April 2008 - September 2008
Skills
Marketing, Leadership, Outlook, Management Consulting, Data Analysis, Management, Social Media, Insurance, Recruiting, Account Management, Salesforce.com, Event Planning, Public Speaking, Strategic Planning, Finance, Social Networking, Financial Services
Education
Bryant University 2005 — 2009
Marketing, Marketing/Sociology
Jesse Bilanin's BNY Mellon Experience 2000 - 2009
Job HR Specialist at Accenture
Industry Human Resources
Experience
Accenture September 2010 - Present
BNY Mellon 2000 - 2009
The Bank of New York 2000 - 2007
Skills
Recruiting, Organizational..., Deferred Compensation, Policy, Customer Retention, Employee Relations, Talent Management, Performance Management, Talent Acquisition, Human Resources, Organizational Design, Organizational..., Workforce Planning, Employee Engagement, Succession Planning, HR Consulting, PeopleSoft, Change Management, Onboarding, Applicant Tracking...
Education
Columbia University 1998 — 2000
MS, Social Work
Bucknell University 1993 — 1997
BA, Psychology & Education
Accenture September 2010 - Present
BNY Mellon 2000 - 2009
The Bank of New York 2000 - 2007
Skills
Recruiting, Organizational..., Deferred Compensation, Policy, Customer Retention, Employee Relations, Talent Management, Performance Management, Talent Acquisition, Human Resources, Organizational Design, Organizational..., Workforce Planning, Employee Engagement, Succession Planning, HR Consulting, PeopleSoft, Change Management, Onboarding, Applicant Tracking...
Education
Columbia University 1998 — 2000
MS, Social Work
Bucknell University 1993 — 1997
BA, Psychology & Education
Katie Guay's BNY Mellon Experience November 2006 - November 2008
Job Major Gifts Officer at Noble and Greenough School
Industry Primary/Secondary Education
Experience
Noble and Greenough School August 2012 - Present
Noble and Greenough School January 2010 - August 2012
Noble and Greenough School November 2008 - January 2010
BNY Mellon November 2006 - November 2008
BJ's Wholesale Club August 2005 - November 2006
Skills
Annual Giving, Alumni Relations, Philanthropy, Volunteer Management, Fundraising, Nonprofits, Community Outreach
Education
Brown University 2001 — 2005
Bachelor's degree, Business Economics and Psychology
Deerfield Academy 1999 — 2001
Noble and Greenough School August 2012 - Present
Noble and Greenough School January 2010 - August 2012
Noble and Greenough School November 2008 - January 2010
BNY Mellon November 2006 - November 2008
BJ's Wholesale Club August 2005 - November 2006
Skills
Annual Giving, Alumni Relations, Philanthropy, Volunteer Management, Fundraising, Nonprofits, Community Outreach
Education
Brown University 2001 — 2005
Bachelor's degree, Business Economics and Psychology
Deerfield Academy 1999 — 2001
Rosemary Grossi's BNY Mellon Experience May 2014 - Present
Job Shareholder Service Specialist at BNY Mellon
Industry Insurance
Experience
BNY Mellon May 2014 - Present
Grossi Insurance & Retirement, Inc. April 2009 - Present
Bank of America October 2006 - September 2011
Bank of America October 2003 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, System Administration, Social Media, Teamwork, Team Leadership, Data Entry, Public Speaking, Sales, Access, Time Management
Education
Bryant College
Bachelor of Science (B.S.), Executive Secretarial Science/Business Administration
BNY Mellon May 2014 - Present
Grossi Insurance & Retirement, Inc. April 2009 - Present
Bank of America October 2006 - September 2011
Bank of America October 2003 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, System Administration, Social Media, Teamwork, Team Leadership, Data Entry, Public Speaking, Sales, Access, Time Management
Education
Bryant College
Bachelor of Science (B.S.), Executive Secretarial Science/Business Administration
John M. Gavin III's BNY Mellon Experience December 2009 - January 2010
Job Institutional Sales at Cornerstone Macro LP
Industry Financial Services
Experience
Cornerstone Macro LP May 2013 - Present
Wolfe Trahan & Co. September 2011 - April 2013
Gleacher & Company March 2011 - January 2012
HSBC June 2010 - January 2011
BNY Mellon December 2009 - January 2010
BNY Mellon June 2009 - August 2009
BNY Capital Markets, Inc June 2007 - August 2007
Skills
Microsoft Excel, Research, Microsoft Office, Financial Modeling, Corporate Finance, Series 7, Series 63, Equity Research, Financial Services, Financial Analysis
Education
Bucknell University 2006 — 2010
Bachelor of the Arts, Economics and Political Science; Economic Development
Regis High School 2002 — 2006
Cornerstone Macro LP May 2013 - Present
Wolfe Trahan & Co. September 2011 - April 2013
Gleacher & Company March 2011 - January 2012
HSBC June 2010 - January 2011
BNY Mellon December 2009 - January 2010
BNY Mellon June 2009 - August 2009
BNY Capital Markets, Inc June 2007 - August 2007
Skills
Microsoft Excel, Research, Microsoft Office, Financial Modeling, Corporate Finance, Series 7, Series 63, Equity Research, Financial Services, Financial Analysis
Education
Bucknell University 2006 — 2010
Bachelor of the Arts, Economics and Political Science; Economic Development
Regis High School 2002 — 2006
Pamela Schlueter's BNY Mellon Experience August 2007 - July 2010
Job SVC Operations Manager at Columbus Data Services
Industry Financial Services
Experience
Columbus Data Services January 2011 - Present
BNY-Mellon August 2007 - July 2010
TNB Card Services January 2000 - August 2007
TNB Card Services January 1998 - January 2000
TNB Card Services March 1995 - January 1998
Education
Dallas Baptist University 2004 — 2006
BBS, Management
Brookhaven Community College 2001 — 2004
AAS, Management
Leadership Certification Richland College
Thomas Jefferson High School
Columbus Data Services January 2011 - Present
BNY-Mellon August 2007 - July 2010
TNB Card Services January 2000 - August 2007
TNB Card Services January 1998 - January 2000
TNB Card Services March 1995 - January 1998
Education
Dallas Baptist University 2004 — 2006
BBS, Management
Brookhaven Community College 2001 — 2004
AAS, Management
Leadership Certification Richland College
Thomas Jefferson High School
Christopher Halldorson's BNY Mellon Experience June 2004 - June 2011
Job Investment Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2011 - Present
BNY Mellon June 2004 - June 2011
Ambac June 1999 - January 2004
Education
Bucknell University
BA
University of Notre Dame - Mendoza College of Business
MBA
Prudential Financial June 2011 - Present
BNY Mellon June 2004 - June 2011
Ambac June 1999 - January 2004
Education
Bucknell University
BA
University of Notre Dame - Mendoza College of Business
MBA
Cuong Truong's BNY Mellon Experience November 2010 - March 2015
Job Software Quality Assurance Analyst / Actively Seeking Opportunities
Industry Financial Services
Experience
BNY Mellon November 2010 - March 2015
State Street Bank 2006 - 2009
Skills
Corporate Actions, Fund Accounting, Fixed Income, Equities, Mutual Funds, Back Office, Financial Services, Securities, Derivatives, Alternative Investments, User Acceptance Testing, Regression Testing, Requirements Analysis, Quality Assurance
Education
Bryant University
Bachelor of Science in Business Administration, Finance
BNY Mellon November 2010 - March 2015
State Street Bank 2006 - 2009
Skills
Corporate Actions, Fund Accounting, Fixed Income, Equities, Mutual Funds, Back Office, Financial Services, Securities, Derivatives, Alternative Investments, User Acceptance Testing, Regression Testing, Requirements Analysis, Quality Assurance
Education
Bryant University
Bachelor of Science in Business Administration, Finance
Dan Milliron's BNY Mellon Experience
Job IT Manager/VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Business Analysis, Data Warehousing, Financial Services, Fixed Income, IT Strategy, Management, PMP, Program Management, Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Vendor Management, Software Project...
Education
Westminster College (PA) 1982 — 1986
BS, Management Science
Bucknell University
BNY Mellon
Skills
Business Analysis, Data Warehousing, Financial Services, Fixed Income, IT Strategy, Management, PMP, Program Management, Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Vendor Management, Software Project...
Education
Westminster College (PA) 1982 — 1986
BS, Management Science
Bucknell University
Jingping Li's BNY Mellon Experience February 2012 - Present
Job Billing Manager, Financial Operation at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2012 - Present
Aon June 2011 - February 2012
BNY Mellon January 2007 - June 2011
Skills
Business Analysis, Risk Management, Financial Services
Education
Widener University 2005 — 2006
M.S., Management Information System
Brock University 2003 — 2005
M.B.A., Finance
Beijing Second Foreign Languages University 1996 — 2000
B.A., English
BNY Mellon February 2012 - Present
Aon June 2011 - February 2012
BNY Mellon January 2007 - June 2011
Skills
Business Analysis, Risk Management, Financial Services
Education
Widener University 2005 — 2006
M.S., Management Information System
Brock University 2003 — 2005
M.B.A., Finance
Beijing Second Foreign Languages University 1996 — 2000
B.A., English
Robert Clausen, CIPM's BNY Mellon Experience February 2008 - May 2011
Job Performance Analyst at DDJ Capital Management
Industry Financial Services
Experience
DDJ Capital Management May 2011 - Present
BNY Mellon February 2008 - May 2011
Prime, Buchholz & Associates December 2006 - February 2008
Keller Companies June 2006 - December 2006
Skills
Bloomberg, Alternative Investments, Asset Managment, Portfolio Management, Morningstar, Strategic Financial..., Financial Analysis, Fixed Income, Performance Attribution, Bloomberg Terminal, Equities, Asset Allocation, Equity Research, Mutual Funds, Investment Strategies, Financial Modeling, Valuation, Investments, Hedge Funds, Institutional Investors
Education
Bryant University 2003 — 2006
BS, Finance
DDJ Capital Management May 2011 - Present
BNY Mellon February 2008 - May 2011
Prime, Buchholz & Associates December 2006 - February 2008
Keller Companies June 2006 - December 2006
Skills
Bloomberg, Alternative Investments, Asset Managment, Portfolio Management, Morningstar, Strategic Financial..., Financial Analysis, Fixed Income, Performance Attribution, Bloomberg Terminal, Equities, Asset Allocation, Equity Research, Mutual Funds, Investment Strategies, Financial Modeling, Valuation, Investments, Hedge Funds, Institutional Investors
Education
Bryant University 2003 — 2006
BS, Finance
Christine Barlow's BNY Mellon Experience May 2014 - Present
Job Senior Financial Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
Brandon Rosenberg's BNY Mellon Experience April 2013 - Present
Job Senior Portfolio Accountant
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon October 2010 - March 2013
State Street October 2007 - September 2010
CVS Caremark Corporation June 2006 - August 2006
Skills
Bloomberg, Fund Accounting, Fixed Income, Asset Management, Accounting, Bloomberg Terminal, Budgets, Derivatives, Mutual Funds
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
BNY Mellon April 2013 - Present
BNY Mellon October 2010 - March 2013
State Street October 2007 - September 2010
CVS Caremark Corporation June 2006 - August 2006
Skills
Bloomberg, Fund Accounting, Fixed Income, Asset Management, Accounting, Bloomberg Terminal, Budgets, Derivatives, Mutual Funds
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
Scott Ingle's BNY Mellon Experience June 2014 - June 2015
Job Longfellow Investment Management Co.
Industry Higher Education
Experience
Longfellow Investment Management Co. June 2015 - Present
BNY Mellon June 2014 - June 2015
Bryant University September 2011 - May 2014
Metso Automation May 2012 - August 2013
Nantucket Yacht Club May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Data Entry, Student Recruiting, Oracle RDBMS, Lawson General Ledger, Conducting Interviews, Business Performance...
Education
Bryant University 2010 — 2014
Bachelor's Degree, Finance, General
Queen Mary, U. of London 2013 — 2013
Shrewsbury High School
Longfellow Investment Management Co. June 2015 - Present
BNY Mellon June 2014 - June 2015
Bryant University September 2011 - May 2014
Metso Automation May 2012 - August 2013
Nantucket Yacht Club May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Data Entry, Student Recruiting, Oracle RDBMS, Lawson General Ledger, Conducting Interviews, Business Performance...
Education
Bryant University 2010 — 2014
Bachelor's Degree, Finance, General
Queen Mary, U. of London 2013 — 2013
Shrewsbury High School
Kristen Bone CAPM's BNY Mellon Experience January 2007 - June 2012
Job Financial Analyst III ERP Finance Process & Data Controls at Smith & Nephew
Industry Medical Devices
Experience
BNY Mellon January 2007 - June 2012
BNY Mellon (formerly PNC Global Investment Servicing) February 2005 - 2007
JP Morgan Chase January 2001 - January 2004
JP Morgan Chase January 2000 - January 2001
JP Morgan Chase June 1999 - January 2000
Investors Bank & Trust January 1998 - June 1999
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Process Improvement, Investments, Fund Administration, Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, Automation, User Acceptance Testing, Agile Methodologies, SharePoint, InfoPath, SEC filings, 1940 Act, SAP, Microsoft Outlook, Visio 2010, Access 2010, Project 2010
Education
Bryant University
Bachelor of Science, Business Administration; Finance
Merrimack College 2010 — 2012
Advanced Certificate of Financial Planning
BNY Mellon January 2007 - June 2012
BNY Mellon (formerly PNC Global Investment Servicing) February 2005 - 2007
JP Morgan Chase January 2001 - January 2004
JP Morgan Chase January 2000 - January 2001
JP Morgan Chase June 1999 - January 2000
Investors Bank & Trust January 1998 - June 1999
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Process Improvement, Investments, Fund Administration, Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, Automation, User Acceptance Testing, Agile Methodologies, SharePoint, InfoPath, SEC filings, 1940 Act, SAP, Microsoft Outlook, Visio 2010, Access 2010, Project 2010
Education
Bryant University
Bachelor of Science, Business Administration; Finance
Merrimack College 2010 — 2012
Advanced Certificate of Financial Planning
Chris Gaudet's BNY Mellon Experience May 2007 - December 2011
Job Internal Auditor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2014 - Present
Wolf & Co December 2011 - December 2014
BNY Mellon May 2007 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Internal Controls, Internal Audit, Mutual Funds, Account Reconciliation, Finance, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Investments
Education
Bryant University 2003 — 2007
BSBA, Finance / Psychology
Commonwealth Financial Network December 2014 - Present
Wolf & Co December 2011 - December 2014
BNY Mellon May 2007 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Internal Controls, Internal Audit, Mutual Funds, Account Reconciliation, Finance, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Investments
Education
Bryant University 2003 — 2007
BSBA, Finance / Psychology
Ian Newland's BNY Mellon Experience August 2012 - February 2014
Job Leasing Representative at Pyramid Management Group
Industry Commercial Real Estate
Experience
Pyramid Management Group May 2015 - Present
Pyramid Management Group January 2015 - April 2015
Pyramid Management Group February 2014 - January 2015
BNY Mellon August 2012 - February 2014
Bryant University September 2008 - May 2012
Wells Fargo Advisors May 2011 - August 2011
Sysco June 2010 - September 2010
Skills
Commercial Leasing, Lease Negotiations, Real Estate Development, Commercial Real Estate, Finance, Financial Analysis, Public Speaking, Microsoft Excel, Yardi Property..., Yardi Voyager, Financial Statement..., Teamwork, Entrepreneurship, Investments, Financial Services, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Financial Accounting, Access, Financial Modeling
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Skaneateles High School 2004 — 2008
High School
Pyramid Management Group May 2015 - Present
Pyramid Management Group January 2015 - April 2015
Pyramid Management Group February 2014 - January 2015
BNY Mellon August 2012 - February 2014
Bryant University September 2008 - May 2012
Wells Fargo Advisors May 2011 - August 2011
Sysco June 2010 - September 2010
Skills
Commercial Leasing, Lease Negotiations, Real Estate Development, Commercial Real Estate, Finance, Financial Analysis, Public Speaking, Microsoft Excel, Yardi Property..., Yardi Voyager, Financial Statement..., Teamwork, Entrepreneurship, Investments, Financial Services, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Financial Accounting, Access, Financial Modeling
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Skaneateles High School 2004 — 2008
High School
Joan Rozycko's BNY Mellon Experience July 2012 - Present
Job AIS Syracuse Treasury Section Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2012 - Present
Betts Painting Unlimited January 2010 - Present
Alliance Bank, NA October 2006 - October 2009
Oswego County National Bank October 2004 - October 2006
Oswego County National Bank March 2003 - October 2004
Oswego County National Bank March 2002 - March 2003
Skaneateles Savings Bank July 1996 - March 2002
Cicero Bank June 1989 - July 1996
Skills
Customer Relations, Sales Management, Team Management, Management, Leadership, Sales, Training, Project Management, Credit Cards, Business Development, Marketing, Customer Service, Loans, Banking
Education
Kaplan University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations (Finance)
Bryant & Stratton College 2012 — 2012
Currently enrolled, Business Management
University of Phoenix 2010 — 2011
Business Manager - Project Management
American Bankers 2004 — 2004
Banking Associates 2004 — 2004
Associates; Online, Business Management
BNY Mellon July 2012 - Present
Betts Painting Unlimited January 2010 - Present
Alliance Bank, NA October 2006 - October 2009
Oswego County National Bank October 2004 - October 2006
Oswego County National Bank March 2003 - October 2004
Oswego County National Bank March 2002 - March 2003
Skaneateles Savings Bank July 1996 - March 2002
Cicero Bank June 1989 - July 1996
Skills
Customer Relations, Sales Management, Team Management, Management, Leadership, Sales, Training, Project Management, Credit Cards, Business Development, Marketing, Customer Service, Loans, Banking
Education
Kaplan University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations (Finance)
Bryant & Stratton College 2012 — 2012
Currently enrolled, Business Management
University of Phoenix 2010 — 2011
Business Manager - Project Management
American Bankers 2004 — 2004
Banking Associates 2004 — 2004
Associates; Online, Business Management
J. Anthony Hines IV's BNY Mellon Experience 2011 - 2012
Job Office Asst. at SAMBA BRANDS MANAGEMENT
Industry Marketing and Advertising
Experience
Samba Brands Management March 2015 - Present
Peaches Restaurant October 2014 - Present
Gordon Biersch Brewery Restaurant June 2013 - December 2013
BNY Mellon 2011 - 2012
Rapid Response Monitoring 2010 - 2011
AXA Financial 2009 - August 2010
Regal Entertainment Group November 2004 - October 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Access, Lotus Notes, Communication, Organization, Writing, Dexterity, Highly Ambitious
Education
Bryant and Stratton College 2009 — 2015
BBA, Business Administration
Syracuse University 2004 — 2005
Samba Brands Management March 2015 - Present
Peaches Restaurant October 2014 - Present
Gordon Biersch Brewery Restaurant June 2013 - December 2013
BNY Mellon 2011 - 2012
Rapid Response Monitoring 2010 - 2011
AXA Financial 2009 - August 2010
Regal Entertainment Group November 2004 - October 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Access, Lotus Notes, Communication, Organization, Writing, Dexterity, Highly Ambitious
Education
Bryant and Stratton College 2009 — 2015
BBA, Business Administration
Syracuse University 2004 — 2005
Emily Bostic's BNY Mellon Experience August 2015 - Present
Job Middle Office Examiner at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2015 - Present
T. Rowe Price June 2011 - July 2015
T. Rowe Price February 2010 - June 2011
T. Rowe Price June 2008 - February 2010
Skills
Mutual Funds, Bloomberg, Customer Service, Securities, Fixed Income, Investments, Equities, Investment Management, Data Reconciliation, Corporate Actions, Bonds, Bloomberg Terminal, XSP, Smartstream TLM, Alumni Relations, Event Planning, Volunteer Management, Project Management, Admissions, Microsoft Excel
Education
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
BNY Mellon August 2015 - Present
T. Rowe Price June 2011 - July 2015
T. Rowe Price February 2010 - June 2011
T. Rowe Price June 2008 - February 2010
Skills
Mutual Funds, Bloomberg, Customer Service, Securities, Fixed Income, Investments, Equities, Investment Management, Data Reconciliation, Corporate Actions, Bonds, Bloomberg Terminal, XSP, Smartstream TLM, Alumni Relations, Event Planning, Volunteer Management, Project Management, Admissions, Microsoft Excel
Education
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
Diane Kobuszewski's BNY Mellon Experience May 2011 - August 2012
Job Refund Specialist at National Government Services
Industry Insurance
Experience
National Government Services September 2012 - Present
BNY Mellon May 2011 - August 2012
JPMorgan Chase March 1991 - April 2009
Skills
Microsoft Excel, Microsoft Word, Risk Management, Accounts Receivable, Financial Analysis, Access, Customer Service, Account Reconciliation, Process Improvement, Teamwork, Finance, Research, Outlook, Financial Reporting, Invoicing, Auditing, PeopleSoft, Microsoft Office
Education
Bryant and Stratton College 1985 — 1987
Associate's degree, Accounting
George W. Fowler Higjh School 1977 — 1981
High school diploma, General Studies
National Government Services September 2012 - Present
BNY Mellon May 2011 - August 2012
JPMorgan Chase March 1991 - April 2009
Skills
Microsoft Excel, Microsoft Word, Risk Management, Accounts Receivable, Financial Analysis, Access, Customer Service, Account Reconciliation, Process Improvement, Teamwork, Finance, Research, Outlook, Financial Reporting, Invoicing, Auditing, PeopleSoft, Microsoft Office
Education
Bryant and Stratton College 1985 — 1987
Associate's degree, Accounting
George W. Fowler Higjh School 1977 — 1981
High school diploma, General Studies
Naomi Simmons's BNY Mellon Experience May 1995 - Present
Job
Industry Computer Software
Experience
BNY Mellon May 1995 - Present
Fidelity Investments January 1992 - April 1995
Safety Insurance January 1991 - January 1992
Education
Barbara Brennan School of Healing 1998 — 2002
Brennan Healing Science Practitioner
Bristol Community College 1979 — 1981
Associate's degree, Computer Science
BNY Mellon May 1995 - Present
Fidelity Investments January 1992 - April 1995
Safety Insurance January 1991 - January 1992
Education
Barbara Brennan School of Healing 1998 — 2002
Brennan Healing Science Practitioner
Bristol Community College 1979 — 1981
Associate's degree, Computer Science
Jason Hollenbaugh's BNY Mellon Experience 1999 - 2006
Job Sales Rep at John Morrell Food Group
Industry Food Production
Experience
John Morrell Food Group May 2009 - Present
ADT 2006 - 2009
BNY Mellon 1999 - 2006
Education
Grove City College 1994 — 1997
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bucknell University 1992 — 1994
Business Administration and Management, General
John Morrell Food Group May 2009 - Present
ADT 2006 - 2009
BNY Mellon 1999 - 2006
Education
Grove City College 1994 — 1997
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bucknell University 1992 — 1994
Business Administration and Management, General
Patricia Stacey's BNY Mellon Experience August 2010 - June 2014
Job Assistant Store Manager at SherwinWilliams Paints
Industry Financial Services
Experience
Sherwin-Williams Paints July 2014 - Present
BNY Mellon August 2010 - June 2014
Byrne Financial Freedom, LLC January 2010 - May 2010
Hannaford Supermarkets April 2004 - January 2010
American Cancer Society June 2009 - August 2009
Bryant University Players May 2008 - May 2009
Skills
Account Reconciliation, Accounts Payable, Customer Service, Finance, Fundraising, Leadership, Microsoft Office, Teamwork, Time Management, PowerPoint, Outlook, Microsoft Word, Microsoft Excel
Education
Bryant University 2006 — 2010
Bachelor's degree, Finance and Management
Sherwin-Williams Paints July 2014 - Present
BNY Mellon August 2010 - June 2014
Byrne Financial Freedom, LLC January 2010 - May 2010
Hannaford Supermarkets April 2004 - January 2010
American Cancer Society June 2009 - August 2009
Bryant University Players May 2008 - May 2009
Skills
Account Reconciliation, Accounts Payable, Customer Service, Finance, Fundraising, Leadership, Microsoft Office, Teamwork, Time Management, PowerPoint, Outlook, Microsoft Word, Microsoft Excel
Education
Bryant University 2006 — 2010
Bachelor's degree, Finance and Management
Rebecca Provost's BNY Mellon Experience May 2005 - Present
Job Senior Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2005 - Present
BNY Mellon January 2001 - May 2005
BNY Mellon January 1995 - January 2001
Skills
Internal Controls
Education
Bryant University 1992 — 1995
Bachelor of Science (B.S.), Finance, General
Lynchburg College 1990 — 1992
BNY Mellon May 2005 - Present
BNY Mellon January 2001 - May 2005
BNY Mellon January 1995 - January 2001
Skills
Internal Controls
Education
Bryant University 1992 — 1995
Bachelor of Science (B.S.), Finance, General
Lynchburg College 1990 — 1992
Ann Kirschner's BNY Mellon Experience 1983 - 1988
Job Nonprofit Professional
Industry Museums and Institutions
Experience
Lower Merion Library Foundation 2012 - Present
Ardmore Free Library January 2008 - Present
Lower Merion Library System 2014 - 2014
Law firm of Edmond A. Tiryak, Esq. 2009 - September 2013
Barnes Foundation September 2007 - March 2008
Widener University 2004 - 2007
PNC 1988 - 1993
BNY Mellon 1983 - 1988
Skills
Fundraising, Prospecting Skills, Relationship Building, Persuasive Writing, Research and analysis, Strategic Planning, Finance and budgeting, Non-profit Board..., advocacy, Public Speaking, Event Planning, Volunteer Management, Library Advocacy, Museums, American History, Architectural History, Art History, Interpretive Planning, Archival Research, University Teaching, Mentoring, Commercial Lending
Education
University of Delaware
Doctor of Philosophy (Ph.D.), American History, material culture, early American religion
University of Delaware
Master's Degree, Winterthur Program in American Material Culture
Bryn Mawr College
Bachelor's Degree, English
Lower Merion Library Foundation 2012 - Present
Ardmore Free Library January 2008 - Present
Lower Merion Library System 2014 - 2014
Law firm of Edmond A. Tiryak, Esq. 2009 - September 2013
Barnes Foundation September 2007 - March 2008
Widener University 2004 - 2007
PNC 1988 - 1993
BNY Mellon 1983 - 1988
Skills
Fundraising, Prospecting Skills, Relationship Building, Persuasive Writing, Research and analysis, Strategic Planning, Finance and budgeting, Non-profit Board..., advocacy, Public Speaking, Event Planning, Volunteer Management, Library Advocacy, Museums, American History, Architectural History, Art History, Interpretive Planning, Archival Research, University Teaching, Mentoring, Commercial Lending
Education
University of Delaware
Doctor of Philosophy (Ph.D.), American History, material culture, early American religion
University of Delaware
Master's Degree, Winterthur Program in American Material Culture
Bryn Mawr College
Bachelor's Degree, English
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