BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Amy DePonte Amy DePonte's BNY Mellon Experience June 2012 - October 2013
Job Corporate Recruiter at GNC
Industry Human Resources
Experience
GNC October 2013 - Present
BNY Mellon June 2012 - October 2013
BNY Mellon May 2012 - June 2012
PASSHE January 2011 - May 2012
Staples Inc June 2006 - April 2012
BNY Mellon May 2011 - August 2011
Skills
Microsoft Office, Taleo, PeopleSoft, SharePoint, LexisNexis, Lotus Notes, Microsoft Outlook, E-Verify, Outlook, Human Resources, New Hire Orientations, Interviews, Time Management, Customer Service, Employee Benefits, Recruiting, Management, Analysis, ADP Payroll, Onboarding, Sales, Microsoft Excel, Training, Employee Relations, Background Checks, Job Fairs, Payroll
Education
California University of Pennsylvania 2008 — 2012
Bachelor of Science in Business Adminstration, Human Resource Management-- Minor--Marketing
Jeannette Senior High School 2004 — 2008
Diploma
GNC October 2013 - Present
BNY Mellon June 2012 - October 2013
BNY Mellon May 2012 - June 2012
PASSHE January 2011 - May 2012
Staples Inc June 2006 - April 2012
BNY Mellon May 2011 - August 2011
Skills
Microsoft Office, Taleo, PeopleSoft, SharePoint, LexisNexis, Lotus Notes, Microsoft Outlook, E-Verify, Outlook, Human Resources, New Hire Orientations, Interviews, Time Management, Customer Service, Employee Benefits, Recruiting, Management, Analysis, ADP Payroll, Onboarding, Sales, Microsoft Excel, Training, Employee Relations, Background Checks, Job Fairs, Payroll
Education
California University of Pennsylvania 2008 — 2012
Bachelor of Science in Business Adminstration, Human Resource Management-- Minor--Marketing
Jeannette Senior High School 2004 — 2008
Diploma
Sandra Stanko, Ph.D. Sandra Stanko, Ph.D.'s BNY Mellon Experience August 1995 - August 1999
Job Evaluator at Western Governors University
Industry E-Learning
Experience
Western Governors University March 2015 - Present
Chatham University May 2009 - Present
SMARTHINKING, Inc. September 2011 - May 2015
Butler County Community College August 2011 - May 2013
DeVry University August 2011 - January 2013
Therapeutic Writing Institute 2010 - 2012
ITT Technical Institute June 2005 - June 2006
BNY Mellon August 1995 - August 1999
Duquesne Light Company June 1992 - August 1995
Skills
Writing, Teaching Writing, Online Education, Newsletters, Teaching, E-Learning, Editing, Proofreading, Publishing, Microsoft Office, Press Releases, Publications, Creative Writing, Copy Editing, Higher Education, Marketing, Grant Writing, Technical Writing, Advertising, Curriculum Development, Blogging
Education
Capella University 2014 — 2016
Master of Science (MS), Education
Indiana University of PA 2005 — 2011
PhD, Composition & TESOL
Carnegie Mellon University 1992 — 1993
MA, Professional writing
Chatham College 1989 — 1992
BA, English, writing
Butler County Community College
Western Governors University March 2015 - Present
Chatham University May 2009 - Present
SMARTHINKING, Inc. September 2011 - May 2015
Butler County Community College August 2011 - May 2013
DeVry University August 2011 - January 2013
Therapeutic Writing Institute 2010 - 2012
ITT Technical Institute June 2005 - June 2006
BNY Mellon August 1995 - August 1999
Duquesne Light Company June 1992 - August 1995
Skills
Writing, Teaching Writing, Online Education, Newsletters, Teaching, E-Learning, Editing, Proofreading, Publishing, Microsoft Office, Press Releases, Publications, Creative Writing, Copy Editing, Higher Education, Marketing, Grant Writing, Technical Writing, Advertising, Curriculum Development, Blogging
Education
Capella University 2014 — 2016
Master of Science (MS), Education
Indiana University of PA 2005 — 2011
PhD, Composition & TESOL
Carnegie Mellon University 1992 — 1993
MA, Professional writing
Chatham College 1989 — 1992
BA, English, writing
Butler County Community College
Karo Kabardyan Karo Kabardyan's BNY Mellon Experience August 2013 - Present
Job CT Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
JPMorgan Chase Bank May 2008 - April 2011
Washington Mutual May 2005 - April 2008
Skills
Microsoft Excel, Proficient Typing Skills, CRM, Banking, Investments, Customer Service, Corporate Finance, Financial Accounting
Education
CSUN 2007 — 2012
Bachelor of Science (BS), Finance, General
Ulysses S. Grant High School 2001 — 2003
BNY Mellon August 2013 - Present
JPMorgan Chase Bank May 2008 - April 2011
Washington Mutual May 2005 - April 2008
Skills
Microsoft Excel, Proficient Typing Skills, CRM, Banking, Investments, Customer Service, Corporate Finance, Financial Accounting
Education
CSUN 2007 — 2012
Bachelor of Science (BS), Finance, General
Ulysses S. Grant High School 2001 — 2003
Clarence Wilson's BNY Mellon Experience June 2008 - July 2010
Job Client Representative, JD, MBA
Industry Information Technology and Services
Experience
University of Notre Dame September 2013 - May 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Easy Foreign Language Institute August 2010 - May 2012
BNY Mellon June 2008 - July 2010
New York Life Insurance Company May 2007 - May 2008
Skills
Corporate Finance, Economics, Finance, Financial Analysis, Investments, Photography, Sales, Securities Regulation, Derivatives, Securities, Management, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Microsoft Word, Social Media
Education
University of Notre Dame - Mendoza College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance / Investments / Consulting
University of Notre Dame Law School 2012 — 2015
Doctor of Law (J.D.), Law
California University of Pennsylvania 2004 — 2007
Bachelor's degree, Finance, 3.89/4.0
University of Notre Dame September 2013 - May 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Easy Foreign Language Institute August 2010 - May 2012
BNY Mellon June 2008 - July 2010
New York Life Insurance Company May 2007 - May 2008
Skills
Corporate Finance, Economics, Finance, Financial Analysis, Investments, Photography, Sales, Securities Regulation, Derivatives, Securities, Management, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Microsoft Word, Social Media
Education
University of Notre Dame - Mendoza College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance / Investments / Consulting
University of Notre Dame Law School 2012 — 2015
Doctor of Law (J.D.), Law
California University of Pennsylvania 2004 — 2007
Bachelor's degree, Finance, 3.89/4.0
Anthony Alan Tran Anthony Alan Tran's BNY Mellon Experience April 2011 - November 2013
Job Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC November 2013 - Present
BNY Mellon April 2011 - November 2013
EY December 2010 - April 2011
CCG June 2009 - November 2010
Deloitte January 2008 - June 2008
Vivian Lu DDS January 2001 - December 2007
Skills
Accounting, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Auditing, Analysis, Tax, Account Reconciliation, Microsoft Excel, Finance, Payroll, Variance Analysis, Management
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Keppel High School
Jefferies LLC November 2013 - Present
BNY Mellon April 2011 - November 2013
EY December 2010 - April 2011
CCG June 2009 - November 2010
Deloitte January 2008 - June 2008
Vivian Lu DDS January 2001 - December 2007
Skills
Accounting, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Auditing, Analysis, Tax, Account Reconciliation, Microsoft Excel, Finance, Payroll, Variance Analysis, Management
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Keppel High School
Feroz Korimbocus, MBA's BNY Mellon Experience January 2013 - October 2013
Job Division Manager at Universal Protection Service
Industry Financial Services
Experience
Universal Services of America October 2013 - Present
BNY Mellon January 2013 - October 2013
BNY Mellon February 2011 - January 2013
Fisher Investments August 2007 - August 2010
Fisher Investments February 2006 - February 2007
Fisher Investments March 2005 - February 2006
Skills
Training, Data Analysis, Securities, Project Management, Financial Services, Investment Management, Investments, Finance, Microsoft Excel, Cross-functional Team..., Customer Service, CRM, Sales, Accounting, PowerPoint, Mutual Funds, Account Management, Management, Human Resources, Motivational Speaking
Education
California State University-East Bay 2010 — 2012
MBA
San Francisco State University, College of Business 2004 — 2007
Marketing
Universal Services of America October 2013 - Present
BNY Mellon January 2013 - October 2013
BNY Mellon February 2011 - January 2013
Fisher Investments August 2007 - August 2010
Fisher Investments February 2006 - February 2007
Fisher Investments March 2005 - February 2006
Skills
Training, Data Analysis, Securities, Project Management, Financial Services, Investment Management, Investments, Finance, Microsoft Excel, Cross-functional Team..., Customer Service, CRM, Sales, Accounting, PowerPoint, Mutual Funds, Account Management, Management, Human Resources, Motivational Speaking
Education
California State University-East Bay 2010 — 2012
MBA
San Francisco State University, College of Business 2004 — 2007
Marketing
Ashish Chaudhary Ashish Chaudhary's BNY Mellon Experience December 2007 - January 2009
Job Social Media Platform Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
SolutionSet July 2012 - February 2013
Apple November 2011 - July 2012
Automobile Club of Southern California May 2010 - November 2011
I KANDI Fashion & Design Limited March 2009 - January 2010
BNY Mellon December 2007 - January 2009
Medtronic January 2007 - November 2007
Pay By Touch August 2005 - November 2006
NBCUniversal, Inc. October 2003 - July 2005
Skills
Software Project..., Business Analysis, Certified Scrum Master..., Business Requirements, SDLC, Agile Project Management, Atlassian JIRA, OpenAir, Jive, Wordpress, SharePoint, Gap Analysis, Budget Estimating, Resource Management, Business Process..., BPMN, UML Tools, Fatwire, IT Management, Team Management, SQL, User Acceptance Testing, Quality Assurance, E-commerce, Project Management, Waterfall, Web Project Management, Visio, Software Development, MS Project, Requirements Gathering, PMO, Scrum, Agile Methodologies, Requirements Analysis, Program Management, ERP, Business Process Design, Project Planning, Project Portfolio..., Vendor Management, WordPress, Management, Project Delivery, Mobile Devices, Release Management, SaaS, Content Management
Education
California State University-Hayward 2001 — 2003
MBA, Marketing
University of Delhi 1997 — 2000
Bcom, Commerce
Delhi Public School - R. K. Puram 1985 — 1997
High School, Commerce
Wells Fargo March 2013 - Present
SolutionSet July 2012 - February 2013
Apple November 2011 - July 2012
Automobile Club of Southern California May 2010 - November 2011
I KANDI Fashion & Design Limited March 2009 - January 2010
BNY Mellon December 2007 - January 2009
Medtronic January 2007 - November 2007
Pay By Touch August 2005 - November 2006
NBCUniversal, Inc. October 2003 - July 2005
Skills
Software Project..., Business Analysis, Certified Scrum Master..., Business Requirements, SDLC, Agile Project Management, Atlassian JIRA, OpenAir, Jive, Wordpress, SharePoint, Gap Analysis, Budget Estimating, Resource Management, Business Process..., BPMN, UML Tools, Fatwire, IT Management, Team Management, SQL, User Acceptance Testing, Quality Assurance, E-commerce, Project Management, Waterfall, Web Project Management, Visio, Software Development, MS Project, Requirements Gathering, PMO, Scrum, Agile Methodologies, Requirements Analysis, Program Management, ERP, Business Process Design, Project Planning, Project Portfolio..., Vendor Management, WordPress, Management, Project Delivery, Mobile Devices, Release Management, SaaS, Content Management
Education
California State University-Hayward 2001 — 2003
MBA, Marketing
University of Delhi 1997 — 2000
Bcom, Commerce
Delhi Public School - R. K. Puram 1985 — 1997
High School, Commerce
Smucker Lemercier Almonord Smucker Lemercier Almonord's BNY Mellon Experience July 2012 - August 2012
Job ACE Mentor at Bunker Hill Community College
Industry Financial Services
Experience
State Street January 2014 - Present
Savin Scoop August 2013 - January 2015
The Young People's Project, Inc January 2013 - May 2013
BNY Mellon July 2012 - August 2012
The Young People's Project, Inc July 2009 - May 2012
Skills
Teaching, Community Outreach, Research, Non-profits, PowerPoint, English, Fundraising, Microsoft Word, Event Planning, Higher Education, Nonprofits, Public Speaking, Tutoring, Social Networking, SPSS, Data Analysis, Curriculum Development, Qualitative Research, Volunteer Management, Leadership Development, Program Evaluation, Youth Development, Program Development, Leadership, Workshop Facilitation, Community Development, Community Organizing
Education
University of Massachusetts Boston 2015 — 2017
Bachelor's degree, Economics
Bunker Hill Community College 2012 — 2015
Associate's degree, Finance, Final GPA: 3.91
State Street January 2014 - Present
Savin Scoop August 2013 - January 2015
The Young People's Project, Inc January 2013 - May 2013
BNY Mellon July 2012 - August 2012
The Young People's Project, Inc July 2009 - May 2012
Skills
Teaching, Community Outreach, Research, Non-profits, PowerPoint, English, Fundraising, Microsoft Word, Event Planning, Higher Education, Nonprofits, Public Speaking, Tutoring, Social Networking, SPSS, Data Analysis, Curriculum Development, Qualitative Research, Volunteer Management, Leadership Development, Program Evaluation, Youth Development, Program Development, Leadership, Workshop Facilitation, Community Development, Community Organizing
Education
University of Massachusetts Boston 2015 — 2017
Bachelor's degree, Economics
Bunker Hill Community College 2012 — 2015
Associate's degree, Finance, Final GPA: 3.91
YePei Sze's BNY Mellon Experience February 2014 - Present
Job Adjustment
Industry Insurance
Experience
BNY Mellon February 2014 - Present
John Hancock Life Long term Care July 2007 - May 2013
John Hancock Financial Services December 1997 - July 2007
John Hancock Life Insurance 1994 - 1997
John Hancock Retail Service 1989 - 1994
John Hancock Retail Service 1988 - 1989
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Microsoft Office, ICC Application, Filenet, Workbench, AWD System, NT 2000, DST and WMS system, Microsoft Word, Microsoft Excel, Outlook, LifePro, WLTC Applications system, Office Specialist, Great communications..., Great Organizer, Great Customer Service, Multi Tasking, Office Support, Self-motivated Team..., Fast-paced, fast adapt to new skills, Account Reconciliation, Underwriting Assistant, Invoicing
Education
Bunker Hill Community College 1988 — 1991
Accounting and Business/Management
BNY Mellon February 2014 - Present
John Hancock Life Long term Care July 2007 - May 2013
John Hancock Financial Services December 1997 - July 2007
John Hancock Life Insurance 1994 - 1997
John Hancock Retail Service 1989 - 1994
John Hancock Retail Service 1988 - 1989
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Microsoft Office, ICC Application, Filenet, Workbench, AWD System, NT 2000, DST and WMS system, Microsoft Word, Microsoft Excel, Outlook, LifePro, WLTC Applications system, Office Specialist, Great communications..., Great Organizer, Great Customer Service, Multi Tasking, Office Support, Self-motivated Team..., Fast-paced, fast adapt to new skills, Account Reconciliation, Underwriting Assistant, Invoicing
Education
Bunker Hill Community College 1988 — 1991
Accounting and Business/Management
Kurtis Lerma Kurtis Lerma's BNY Mellon Experience June 2013 - December 2013
Job Attended California State UniversitySan Bernardino
Industry Capital Markets
Experience
Hamilton Lane December 2013 - Present
BNY Mellon June 2013 - December 2013
The Resort at Pelican Hill September 2012 - May 2013
Claim Jumper Restaurants April 2007 - May 2013
The Mission Inn Hotel & Spa January 2004 - March 2007
Inland Specialties Systems Inc. February 2001 - January 2004
Skills
Microsoft Office, Hoovers, Mergent, Compustat, S&P Netadvantage, Steele Mutual Fund..., Financial Analysis, Financial Modeling, Entrepreneurship
Education
California State University-San Bernardino 2010 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
California State University-San Bernardino 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Hamilton Lane December 2013 - Present
BNY Mellon June 2013 - December 2013
The Resort at Pelican Hill September 2012 - May 2013
Claim Jumper Restaurants April 2007 - May 2013
The Mission Inn Hotel & Spa January 2004 - March 2007
Inland Specialties Systems Inc. February 2001 - January 2004
Skills
Microsoft Office, Hoovers, Mergent, Compustat, S&P Netadvantage, Steele Mutual Fund..., Financial Analysis, Financial Modeling, Entrepreneurship
Education
California State University-San Bernardino 2010 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
California State University-San Bernardino 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Kristie Duenes's BNY Mellon Experience September 2014 - Present
Job Global Client Management, Platinum Client Group at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon June 2011 - September 2014
BNY Mellon Wealth Management 2009 - 2011
BNY Mellon July 2007 - 2009
Skills
Investment Management, Estate Planning, Private Banking, Wealth Management..., Wealth, Strategic Financial..., Lead Generation, Management, Financial Advisory, Investment Advisory, Alternative Investments, Asset Allocation, Sales, Series 7, Training
Education
CSUN 2003 — 2007
Bachelor of Applied Science (BASc), Business Administration in Marketing, Minor in Finance
BNY Mellon September 2014 - Present
BNY Mellon June 2011 - September 2014
BNY Mellon Wealth Management 2009 - 2011
BNY Mellon July 2007 - 2009
Skills
Investment Management, Estate Planning, Private Banking, Wealth Management..., Wealth, Strategic Financial..., Lead Generation, Management, Financial Advisory, Investment Advisory, Alternative Investments, Asset Allocation, Sales, Series 7, Training
Education
CSUN 2003 — 2007
Bachelor of Applied Science (BASc), Business Administration in Marketing, Minor in Finance
Brian Weihe Brian Weihe's BNY Mellon Experience 2008 - 2010
Job Interm Financial Analyst
Industry Banking
Experience
Bank of America October 2014 - Present
Bank of America August 2012 - October 2014
Bank of America 2010 - 2012
BNY Mellon 2008 - 2010
Farmers Insurance 2004 - 2006
Skills
Risk Management, Portfolio Management, Relationship Management, Process Improvement, Loan Servicing, Customer Service, Financial Services, Banking, Team Management, Mortgage Servicing, Leadership, Financial Risk, Finance, Management, Mortgage Banking, Financial Analysis
Education
California State University-Long Beach 2006 — 2008
Master of Arts (M.A.), Political Science
California State University-Long Beach 2003 — 2005
Bachelor of Arts (B.A.), Political Science
Bank of America October 2014 - Present
Bank of America August 2012 - October 2014
Bank of America 2010 - 2012
BNY Mellon 2008 - 2010
Farmers Insurance 2004 - 2006
Skills
Risk Management, Portfolio Management, Relationship Management, Process Improvement, Loan Servicing, Customer Service, Financial Services, Banking, Team Management, Mortgage Servicing, Leadership, Financial Risk, Finance, Management, Mortgage Banking, Financial Analysis
Education
California State University-Long Beach 2006 — 2008
Master of Arts (M.A.), Political Science
California State University-Long Beach 2003 — 2005
Bachelor of Arts (B.A.), Political Science
Shana (Warshaw) Alexander's BNY Mellon Experience November 2006 - August 2013
Job Executive Advisor to Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group July 2015 - Present
Nabu, LLC July 2013 - Present
Chamberlain Group January 2014 - June 2015
BNY Mellon November 2006 - August 2013
Paul Comstock Partners April 2003 - August 2006
Wells Fargo January 1999 - April 2003
Bank of America 1997 - 1999
IDS American Express 1994 - 1997
Skills
Wealth Management, Asset Management, Wealth Management..., Wealth, Investment Management, Estate Planning, Alternative Investments, Private Banking, Portfolio Management, Hedge Funds, Family Office, Venture Capital, Securities, Investments, Mutual Funds, Asset Allocation, Private Equity, Investment Advisory, Equities
Education
California State University-Chico 1984 — 1989
BA
Chamberlain Group July 2015 - Present
Nabu, LLC July 2013 - Present
Chamberlain Group January 2014 - June 2015
BNY Mellon November 2006 - August 2013
Paul Comstock Partners April 2003 - August 2006
Wells Fargo January 1999 - April 2003
Bank of America 1997 - 1999
IDS American Express 1994 - 1997
Skills
Wealth Management, Asset Management, Wealth Management..., Wealth, Investment Management, Estate Planning, Alternative Investments, Private Banking, Portfolio Management, Hedge Funds, Family Office, Venture Capital, Securities, Investments, Mutual Funds, Asset Allocation, Private Equity, Investment Advisory, Equities
Education
California State University-Chico 1984 — 1989
BA
Andrew Dao Andrew Dao's BNY Mellon Experience March 2014 - March 2015
Job _
Industry Law Enforcement
Experience
City of West Covina - Cameron Community Center August 2010 - April 2015
BNY Mellon March 2014 - March 2015
Extra Express Inc November 2013 - March 2014
Cathay Bank April 2013 - October 2013
City of West Covina - Municipal Pool June 2007 - June 2012
City of Fontana – Auto Club Speedway July 2009 - July 2011
Skills
Microsoft Excel, Customer Service, Nonprofits, Program Management, Outlook, Banking, Microsoft Office, PowerPoint, Microsoft Word, Spreadsheets, Invoicing, QuickBooks, Administration, Bookkeeping, Commitment to Customer..., Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Cash Management, Cash, Deposits, Teamwork, Lotus Notes, General Ledger, Bank Reconciliation, Auditing, Finance, Time Management, Critical Thinking, Balance
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science, Business Administration - Finance
City of West Covina - Cameron Community Center August 2010 - April 2015
BNY Mellon March 2014 - March 2015
Extra Express Inc November 2013 - March 2014
Cathay Bank April 2013 - October 2013
City of West Covina - Municipal Pool June 2007 - June 2012
City of Fontana – Auto Club Speedway July 2009 - July 2011
Skills
Microsoft Excel, Customer Service, Nonprofits, Program Management, Outlook, Banking, Microsoft Office, PowerPoint, Microsoft Word, Spreadsheets, Invoicing, QuickBooks, Administration, Bookkeeping, Commitment to Customer..., Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Cash Management, Cash, Deposits, Teamwork, Lotus Notes, General Ledger, Bank Reconciliation, Auditing, Finance, Time Management, Critical Thinking, Balance
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science, Business Administration - Finance
Patricia March Patricia March's BNY Mellon Experience January 2007 - February 2007
Job Business Process Analyst at Oracle
Industry Computer Hardware
Experience
REI October 2013 - January 2015
T-Mobile September 2012 - February 2013
Capital One ShareBuilder March 2012 - August 2012
Russell Investments November 2009 - December 2011
TrueBlue Inc. February 2008 - November 2009
Russell Investments October 2007 - February 2008
TrueBlue Inc. May 2007 - October 2007
BNY Mellon January 2007 - February 2007
Russell Investments April 2005 - February 2007
Washington Mutual January 2004 - March 2005
Skills
Workshop Facilitation, Requirements Analysis, Technical Writing, Business Analysis, Enterprise Architecture, Program Management, Scrum, Agile Methodologies, SDLC, Enterprise Software, Cross-functional Team..., CRM, Project Management, Databases, Software Documentation, Analysis, Management, Leadership, Data Warehousing, Quality Assurance, Business Process, Vendor Management, SharePoint, Requirements Gathering, Visio, Business Intelligence, Business Requirements, PMO, Data Modeling, Business Process..., Process Improvement, Software Project...
Education
University of San Francisco
Master of Human Resources and Organization Development
Mills College
MFA, Creative Writing
California College of the Arts
BFA, Textiles and Drawing
University of California, Berkeley
Anthropology
REI October 2013 - January 2015
T-Mobile September 2012 - February 2013
Capital One ShareBuilder March 2012 - August 2012
Russell Investments November 2009 - December 2011
TrueBlue Inc. February 2008 - November 2009
Russell Investments October 2007 - February 2008
TrueBlue Inc. May 2007 - October 2007
BNY Mellon January 2007 - February 2007
Russell Investments April 2005 - February 2007
Washington Mutual January 2004 - March 2005
Skills
Workshop Facilitation, Requirements Analysis, Technical Writing, Business Analysis, Enterprise Architecture, Program Management, Scrum, Agile Methodologies, SDLC, Enterprise Software, Cross-functional Team..., CRM, Project Management, Databases, Software Documentation, Analysis, Management, Leadership, Data Warehousing, Quality Assurance, Business Process, Vendor Management, SharePoint, Requirements Gathering, Visio, Business Intelligence, Business Requirements, PMO, Data Modeling, Business Process..., Process Improvement, Software Project...
Education
University of San Francisco
Master of Human Resources and Organization Development
Mills College
MFA, Creative Writing
California College of the Arts
BFA, Textiles and Drawing
University of California, Berkeley
Anthropology
Edin Sabic Edin Sabic's BNY Mellon Experience November 2013 - Present
Job Business Professional
Industry Financial Services
Experience
Pearson October 2014 - Present
BNY Mellon November 2013 - Present
Wells Fargo Advisors August 2012 - September 2013
California University of Pennsylvania January 2011 - May 2012
Skills
Marketing, Digital Marketing, Social Media, Teamwork, Foreign Languages, Marketing Strategy, Digital Strategy, Social Media Consulting, Financial Analysis, Financial Reporting, Investments, Stock Market Analysis, Financial Markets, Microsoft Office, Social Media Marketing, Marketing Communications, Social Networking, CRM, Salesforce.com, Intranet, Socialware, Analysis, SEO, Finance, Analytics, Financial Services, Market Research
Education
California University of Pennsylvania 2011 — 2012
Bachelor of Business Administration (BBA), Finance, 3.70 GPA
Missouri State University 2008 — 2010
International Business, 3.70 GPA
Pearson October 2014 - Present
BNY Mellon November 2013 - Present
Wells Fargo Advisors August 2012 - September 2013
California University of Pennsylvania January 2011 - May 2012
Skills
Marketing, Digital Marketing, Social Media, Teamwork, Foreign Languages, Marketing Strategy, Digital Strategy, Social Media Consulting, Financial Analysis, Financial Reporting, Investments, Stock Market Analysis, Financial Markets, Microsoft Office, Social Media Marketing, Marketing Communications, Social Networking, CRM, Salesforce.com, Intranet, Socialware, Analysis, SEO, Finance, Analytics, Financial Services, Market Research
Education
California University of Pennsylvania 2011 — 2012
Bachelor of Business Administration (BBA), Finance, 3.70 GPA
Missouri State University 2008 — 2010
International Business, 3.70 GPA
Ryan Clarkson's BNY Mellon Experience September 2013 - October 2014
Job Compensation Analyst at GENCO
Industry Human Resources
Experience
GENCO, A FedEx Company May 2015 - Present
Kennametal October 2014 - March 2015
BNY Mellon September 2013 - October 2014
Kennametal May 2013 - August 2013
Penn Line Service, Inc. January 2013 - May 2013
Skills
New Hire Orientations, Time Management, Recruiting, Microsoft Excel, Employee Relations, PeopleSoft, Success Driven, Payroll, HRIS, PowerPoint, Microsoft Office, Time & Attendance, Employee Benefits, Employee Engagement, Compensation & Benefits, Incentive Programs, SharePoint
Education
California University of Pennsylvania 2009 — 2013
Bachelor of Science, Business Administration, Human Resources
GENCO, A FedEx Company May 2015 - Present
Kennametal October 2014 - March 2015
BNY Mellon September 2013 - October 2014
Kennametal May 2013 - August 2013
Penn Line Service, Inc. January 2013 - May 2013
Skills
New Hire Orientations, Time Management, Recruiting, Microsoft Excel, Employee Relations, PeopleSoft, Success Driven, Payroll, HRIS, PowerPoint, Microsoft Office, Time & Attendance, Employee Benefits, Employee Engagement, Compensation & Benefits, Incentive Programs, SharePoint
Education
California University of Pennsylvania 2009 — 2013
Bachelor of Science, Business Administration, Human Resources
Amanda Varner Amanda Varner's BNY Mellon Experience January 2014 - Present
Job Senior Tax Specialist at BNY Mellon
Industry
Experience
BNY Mellon January 2014 - Present
California University of Pennsylvania September 2012 - December 2013
BNY Mellon May 2013 - August 2013
Forever Broadcasting May 2012 - August 2012
California University of Pennsylvania August 2011 - May 2012
Dollar Tree Stores May 2011 - August 2011
Bed Bath & Beyond January 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Social Networking, Public Speaking, Teamwork, Customer Service, Leadership, Research, Team Leadership, Event Management, Social Media Marketing, Public Relations, Sales, Advertising, Marketing Communications, Facebook, Project Management, Fundraising, Editing
Education
California University of Pennsylvania 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Westmont Hilltop Highschool 2006 — 2010
Westmont Hilltop Highschool
BNY Mellon January 2014 - Present
California University of Pennsylvania September 2012 - December 2013
BNY Mellon May 2013 - August 2013
Forever Broadcasting May 2012 - August 2012
California University of Pennsylvania August 2011 - May 2012
Dollar Tree Stores May 2011 - August 2011
Bed Bath & Beyond January 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Social Networking, Public Speaking, Teamwork, Customer Service, Leadership, Research, Team Leadership, Event Management, Social Media Marketing, Public Relations, Sales, Advertising, Marketing Communications, Facebook, Project Management, Fundraising, Editing
Education
California University of Pennsylvania 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Westmont Hilltop Highschool 2006 — 2010
Westmont Hilltop Highschool
Cynthia Cerda's BNY Mellon Experience July 2013 - Present
Job TMG Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon November 2011 - July 2013
Scottrade December 2009 - September 2011
Skills
Banking, Investments, Financial Services, Securities, Bonds, Finance, Relationship Management
Education
California State University-Long Beach 2006 — 2011
Bachelor of Science (B.S.), Finance, General
BNY Mellon July 2013 - Present
BNY Mellon November 2011 - July 2013
Scottrade December 2009 - September 2011
Skills
Banking, Investments, Financial Services, Securities, Bonds, Finance, Relationship Management
Education
California State University-Long Beach 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Alex Dziamniski Alex Dziamniski's BNY Mellon Experience May 2014 - Present
Job Securities Lending Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
HJ Heinz November 2011 - August 2013
Caterpillar Inc. May 2011 - September 2011
Education
California University of Pennsylvania 2007 — 2011
Bachelor of Science, Business Administration/Accounting
California University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Business Administration/Accounting
BNY Mellon May 2014 - Present
HJ Heinz November 2011 - August 2013
Caterpillar Inc. May 2011 - September 2011
Education
California University of Pennsylvania 2007 — 2011
Bachelor of Science, Business Administration/Accounting
California University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Business Administration/Accounting
Hank Conicelli Hank Conicelli's BNY Mellon Experience September 2014 - Present
Job Asset Servicing
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
Kramer Insurance Center November 2012 - August 2014
Philadelphia Wings January 2012 - May 2012
Team Toyota/Scion Langhorne January 2010 - August 2010
Newtown Athletic Club September 2008 - January 2009
Trenton Country Club December 2006 - December 2008
Champs Sports September 2005 - July 2006
Skills
PowerPoint, Word, Scheduling, Excel, Salesforce.com, Community Relations, Sports, Sales, Ticket Sales, Sports Marketing, Microsoft Office, Coaching, Cpr Certified, Microsoft Word, Event Management, Management
Education
Temple University School of Tourism and Hospitality Management 2009 — 2012
Bachelor of Science, Sport & Recreation Management
Bucks County Community College 2006 — 2009
Associate of Applied Science, Sport Management, 3.5
Council Rock High School North 2001 — 2004
Diploma
BNY Mellon September 2014 - Present
Kramer Insurance Center November 2012 - August 2014
Philadelphia Wings January 2012 - May 2012
Team Toyota/Scion Langhorne January 2010 - August 2010
Newtown Athletic Club September 2008 - January 2009
Trenton Country Club December 2006 - December 2008
Champs Sports September 2005 - July 2006
Skills
PowerPoint, Word, Scheduling, Excel, Salesforce.com, Community Relations, Sports, Sales, Ticket Sales, Sports Marketing, Microsoft Office, Coaching, Cpr Certified, Microsoft Word, Event Management, Management
Education
Temple University School of Tourism and Hospitality Management 2009 — 2012
Bachelor of Science, Sport & Recreation Management
Bucks County Community College 2006 — 2009
Associate of Applied Science, Sport Management, 3.5
Council Rock High School North 2001 — 2004
Diploma
Eric Mastrolia Eric Mastrolia's BNY Mellon Experience December 2009 - October 2010
Job Systems Engineer at EMC.
Industry Information Technology and Services
Experience
EMC April 2013 - Present
EMC October 2012 - April 2013
EMC September 2010 - October 2012
BNY Mellon December 2009 - October 2010
Montvale Board of Education December 2008 - December 2009
Ramapo College of NJ October 2006 - May 2009
Chartis Insurance (Formally AIG - Information Services Group) May 2008 - August 2008
Skills
Disaster Recovery, Troubleshooting, Servers, Active Directory, Visio, Windows Server, Technical Support, Cisco Technologies, Data Center, Storage, Linux, Outlook, Management, Security, Software Installation, Citrix, Windows, Virtualization, Storage Virtualization, Storage Area Networks
Education
Rutgers Business School 2013 — 2017
Master of Business Administration (MBA)
Ramapo College of New Jersey 2006 — 2009
Bachelor of Science, Information Systems; Business Administration
Caldwell University 2005 — 2006
N/A
EMC April 2013 - Present
EMC October 2012 - April 2013
EMC September 2010 - October 2012
BNY Mellon December 2009 - October 2010
Montvale Board of Education December 2008 - December 2009
Ramapo College of NJ October 2006 - May 2009
Chartis Insurance (Formally AIG - Information Services Group) May 2008 - August 2008
Skills
Disaster Recovery, Troubleshooting, Servers, Active Directory, Visio, Windows Server, Technical Support, Cisco Technologies, Data Center, Storage, Linux, Outlook, Management, Security, Software Installation, Citrix, Windows, Virtualization, Storage Virtualization, Storage Area Networks
Education
Rutgers Business School 2013 — 2017
Master of Business Administration (MBA)
Ramapo College of New Jersey 2006 — 2009
Bachelor of Science, Information Systems; Business Administration
Caldwell University 2005 — 2006
N/A
Ralph G. Powell III Ralph G. Powell III's BNY Mellon Experience March 2006 - October 2009
Job Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
BNY Mellon March 2006 - October 2009
Ameriprise Financial 1992 - 2007
Education
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration and Management, General
East Allegheny High School 1984 — 1988
Ameriprise Financial Services, Inc. November 2009 - Present
BNY Mellon March 2006 - October 2009
Ameriprise Financial 1992 - 2007
Education
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration and Management, General
East Allegheny High School 1984 — 1988
Danny Perlera Danny Perlera's BNY Mellon Experience June 2014 - Present
Job Mutual Fund Accounting & Reporting
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
LifePlans, Inc. June 2011 - July 2012
Dell October 2007 - July 2010
Skills
Business Analysis, PeopleSoft, Solomon, Microsoft Excel, Outlook, PowerPoint, Accounting, Teamwork, Social Media, Management, Financial Analysis
Education
Suffolk University 2012 — 2014
Bachelor's Degree, Finance, General
Suffolk University 2012 — 2014
Bachelor's Degree, Business Finance
Bunker Hill Community College 2009 — 2011
Associates, Business FInance
Bunker Hill Community College
Associate of Science (AS), Business Finance
BNY Mellon June 2014 - Present
LifePlans, Inc. June 2011 - July 2012
Dell October 2007 - July 2010
Skills
Business Analysis, PeopleSoft, Solomon, Microsoft Excel, Outlook, PowerPoint, Accounting, Teamwork, Social Media, Management, Financial Analysis
Education
Suffolk University 2012 — 2014
Bachelor's Degree, Finance, General
Suffolk University 2012 — 2014
Bachelor's Degree, Business Finance
Bunker Hill Community College 2009 — 2011
Associates, Business FInance
Bunker Hill Community College
Associate of Science (AS), Business Finance
Jordan Deombeleg's BNY Mellon Experience 2010 - 2012
Job Manager Financial Services Technology at Michael Page
Industry Financial Services
Experience
Michael Page 2014 - Present
Michael Page - US 2013 - 2014
Michael Page 2012 - 2013
BNY Mellon 2010 - 2012
BNY Mellon May 2009 - August 2009
Education
Bucknell University
Political Science and History
College of Arts & Sciences
Bachelor of Science, Political Science and History
Michael Page 2014 - Present
Michael Page - US 2013 - 2014
Michael Page 2012 - 2013
BNY Mellon 2010 - 2012
BNY Mellon May 2009 - August 2009
Education
Bucknell University
Political Science and History
College of Arts & Sciences
Bachelor of Science, Political Science and History
Aramis Jenkins's BNY Mellon Experience October 2001 - October 2014
Job Financial Services Expert
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company November 2014 - July 2015
BNY Mellon October 2001 - October 2014
Skills
Bonds, Derivatives, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Management, Microsoft Excel, Mutual Funds
Education
Philadelphia Biblical University 2003 — 2007
Bachelor of Science (BS), Bible/Biblical Studies
Penn State University 1996 — 2000
Bachelor of Science (BS), Accounting
International Fund Services (NA) LLC, A State Street Company November 2014 - July 2015
BNY Mellon October 2001 - October 2014
Skills
Bonds, Derivatives, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Management, Microsoft Excel, Mutual Funds
Education
Philadelphia Biblical University 2003 — 2007
Bachelor of Science (BS), Bible/Biblical Studies
Penn State University 1996 — 2000
Bachelor of Science (BS), Accounting
Lisa McCabe Lisa McCabe's BNY Mellon Experience August 2004 - January 2009
Job Executive Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2014 - Present
Macquarie Capital Partners May 2012 - January 2014
Societe Generale October 2010 - December 2011
Nomura Securities - Temporary Assignment August 2009 - October 2010
BNY Mellon August 2004 - January 2009
Strategic Resources Corporation October 2001 - October 2003
Skills
Banking, Microsoft Excel, Finance, Outlook, PeopleSoft, Lotus Notes, PowerPoint, Management, Human Resources, Employee Benefits, Administrative..., Time Management, Onboarding, Credit, Office Administration, Office Management, Sales, Invoicing, Process Scheduler, Training, Accounting, Administration, Employee Relations
Education
Bucks County Community College
Deutsche Bank February 2014 - Present
Macquarie Capital Partners May 2012 - January 2014
Societe Generale October 2010 - December 2011
Nomura Securities - Temporary Assignment August 2009 - October 2010
BNY Mellon August 2004 - January 2009
Strategic Resources Corporation October 2001 - October 2003
Skills
Banking, Microsoft Excel, Finance, Outlook, PeopleSoft, Lotus Notes, PowerPoint, Management, Human Resources, Employee Benefits, Administrative..., Time Management, Onboarding, Credit, Office Administration, Office Management, Sales, Invoicing, Process Scheduler, Training, Accounting, Administration, Employee Relations
Education
Bucks County Community College
Pamela Caruso Pamela Caruso's BNY Mellon Experience May 2011 - April 2012
Job Fixed Asset Manager
Industry Accounting
Experience
Tube City IMS October 2014 - Present
Tube City IMS February 2014 - October 2014
Tube City IMS December 2012 - February 2014
BNY Mellon May 2011 - April 2012
The Shaw Group March 2006 - March 2010
The Shaw Group March 2004 - March 2006
The IT Group March 2001 - March 2004
The IT Group May 1998 - March 2001
Skills
Accounts Payable, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Journal Entries, General Ledger, Financial Analysis, Invoicing, Variance Analysis, GAAP, Spreadsheets, Bank Reconciliation, Payroll, Internal Controls, Auditing, JD Edwards, Analysis, Microsoft Excel, Microsoft Office, Contract Closeout
Education
California University of Pennsylvania 2000 — 2001
B.S. Business Administration, Computer Based Mgmt Systems
Westmoreland County Community College 1996 — 1999
A.A.S Computer Technology
Tube City IMS October 2014 - Present
Tube City IMS February 2014 - October 2014
Tube City IMS December 2012 - February 2014
BNY Mellon May 2011 - April 2012
The Shaw Group March 2006 - March 2010
The Shaw Group March 2004 - March 2006
The IT Group March 2001 - March 2004
The IT Group May 1998 - March 2001
Skills
Accounts Payable, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Journal Entries, General Ledger, Financial Analysis, Invoicing, Variance Analysis, GAAP, Spreadsheets, Bank Reconciliation, Payroll, Internal Controls, Auditing, JD Edwards, Analysis, Microsoft Excel, Microsoft Office, Contract Closeout
Education
California University of Pennsylvania 2000 — 2001
B.S. Business Administration, Computer Based Mgmt Systems
Westmoreland County Community College 1996 — 1999
A.A.S Computer Technology
Eddie Tomita Eddie Tomita's BNY Mellon Experience April 2001 - April 2009
Job Fund Administrator at Western Asset Management
Industry Financial Services
Experience
Western Asset Management January 2011 - Present
BNY Mellon April 2001 - April 2009
Indymac Bank October 1996 - January 2001
Skills
Fund Administration, Fund Accounting, Mutual Funds, Bloomberg, Bonds, Accounting, Equities, Hedge Funds, Fund Of Funds, Asset Management, Loans, Alternative Investments, Portfolio Management, Fixed Income, Securities, Investment Management, Bloomberg Terminal, Investments, Asset Allocation, Investment Strategies, Valuation, Financial Services, Derivatives, Financial Modeling, Swaps, FX Options
Education
California State Polytechnic University-Pomona
Bachelors, Accounting
GAA
Western Asset Management January 2011 - Present
BNY Mellon April 2001 - April 2009
Indymac Bank October 1996 - January 2001
Skills
Fund Administration, Fund Accounting, Mutual Funds, Bloomberg, Bonds, Accounting, Equities, Hedge Funds, Fund Of Funds, Asset Management, Loans, Alternative Investments, Portfolio Management, Fixed Income, Securities, Investment Management, Bloomberg Terminal, Investments, Asset Allocation, Investment Strategies, Valuation, Financial Services, Derivatives, Financial Modeling, Swaps, FX Options
Education
California State Polytechnic University-Pomona
Bachelors, Accounting
GAA
Loren Harris Loren Harris's BNY Mellon Experience August 2015 - Present
Job Supervisor I Trade Support at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
T. Rowe Price April 2013 - July 2015
T. Rowe Price November 2010 - April 2013
Merrill Lynch January 2010 - May 2010
Liberty Tax Service January 2007 - April 2008
Skills
Investments, Fixed Income, Mutual Funds, Securities, Trading, Finance, Loans, Financial Analysis, Bloomberg, VBA, Cash Flow, Accounting, Microsoft Excel, Equities
Education
California State University-Chico 2005 — 2010
Bachelors, Finance
Saint Mary's University 2009 — 2009
International Business Management
BNY Mellon August 2015 - Present
T. Rowe Price April 2013 - July 2015
T. Rowe Price November 2010 - April 2013
Merrill Lynch January 2010 - May 2010
Liberty Tax Service January 2007 - April 2008
Skills
Investments, Fixed Income, Mutual Funds, Securities, Trading, Finance, Loans, Financial Analysis, Bloomberg, VBA, Cash Flow, Accounting, Microsoft Excel, Equities
Education
California State University-Chico 2005 — 2010
Bachelors, Finance
Saint Mary's University 2009 — 2009
International Business Management
Lena Monich, MBA Candidate Lena Monich, MBA Candidate's BNY Mellon Experience May 2015 - Present
Job FAA NAV Ops Investment Accountant II at BNY Mellon
Industry Investment Management
Experience
BNY Mellon May 2015 - Present
BNY Mellon August 2013 - May 2015
Vertical Screen, Inc. June 2013 - August 2014
Vertical Screen, Inc. April 2011 - June 2013
Vertical Screen, Inc. June 2008 - March 2011
Vertical Screen, Inc. October 2006 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Research, Teamwork, Data Analysis, Data Entry, Team Leadership, Background Checks, Conflict Resolution, Training, Leadership, Access
Education
Drexel University - College of Business and Administration 2014 — 2016
Master of Business Administration (MBA), Finance, General
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), Finance
East Ukrainian National University 2001 — 2005
Bachelor's degree, Management of International Economic Activities
Bucks County Community College 2005 — 2009
Associate of Arts (AA), Business Administration
BNY Mellon May 2015 - Present
BNY Mellon August 2013 - May 2015
Vertical Screen, Inc. June 2013 - August 2014
Vertical Screen, Inc. April 2011 - June 2013
Vertical Screen, Inc. June 2008 - March 2011
Vertical Screen, Inc. October 2006 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Research, Teamwork, Data Analysis, Data Entry, Team Leadership, Background Checks, Conflict Resolution, Training, Leadership, Access
Education
Drexel University - College of Business and Administration 2014 — 2016
Master of Business Administration (MBA), Finance, General
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), Finance
East Ukrainian National University 2001 — 2005
Bachelor's degree, Management of International Economic Activities
Bucks County Community College 2005 — 2009
Associate of Arts (AA), Business Administration
William Patterson William Patterson's BNY Mellon Experience April 2011 - August 2014
Job Managing Director at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors August 2014 - Present
BNY Mellon April 2011 - August 2014
Deutsche Bank June 2006 - April 2011
Skills
Wealth Management, Relationship Management, New Business Development, Asset Management, Multi-generational..., Estate Planning, Client Development, Customer Experience, Peer Mentoring, Communication, Private Banking, Fixed Income, Financial Analysis, Investment Management, Financial Planning, Capital Markets
Education
NYU Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Economics, Finance, & Business Management
Bucknell University 2002 — 2006
Bachelor of Arts (B.A.), History & English
The Peddie School 1998 — 2002
Diploma (boarding school), Liberal Arts, N.A.
Lebenthal Wealth Advisors August 2014 - Present
BNY Mellon April 2011 - August 2014
Deutsche Bank June 2006 - April 2011
Skills
Wealth Management, Relationship Management, New Business Development, Asset Management, Multi-generational..., Estate Planning, Client Development, Customer Experience, Peer Mentoring, Communication, Private Banking, Fixed Income, Financial Analysis, Investment Management, Financial Planning, Capital Markets
Education
NYU Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Economics, Finance, & Business Management
Bucknell University 2002 — 2006
Bachelor of Arts (B.A.), History & English
The Peddie School 1998 — 2002
Diploma (boarding school), Liberal Arts, N.A.
David Mitsuuchi David Mitsuuchi's BNY Mellon Experience January 1998 - December 1999
Job Senior Regional Credit Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2008 - Present
Wells Fargo November 2004 - August 2008
Wells Fargo May 2000 - November 2004
BNY Mellon January 1998 - December 1999
Wells Fargo January 1991 - December 1997
Skills
Commercial Lending, Relationship Management, Sales Management, Business Development, Financial Analysis, Financial Risk, Credit, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit Risk, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Risk Management
Education
University of Washington 2012 — 2014
Pacific Coast Banking School
California State University-Northridge
Bachelor's degree, Economics / Finance
Wells Fargo August 2008 - Present
Wells Fargo November 2004 - August 2008
Wells Fargo May 2000 - November 2004
BNY Mellon January 1998 - December 1999
Wells Fargo January 1991 - December 1997
Skills
Commercial Lending, Relationship Management, Sales Management, Business Development, Financial Analysis, Financial Risk, Credit, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit Risk, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Risk Management
Education
University of Washington 2012 — 2014
Pacific Coast Banking School
California State University-Northridge
Bachelor's degree, Economics / Finance
Bruke Teklu Bruke Teklu's BNY Mellon Experience March 2011 - August 2012
Job Communications Management
Industry Financial Services
Experience
Salem Five Mortgage Company August 2011 - July 2013
BNY Mellon March 2011 - August 2012
LA Fitness December 2010 - February 2011
Work Out World November 2007 - August 2010
Firestone Financial Corp February 2008 - April 2008
Sallie Mae Home Loans October 2005 - December 2007
First Marblehead Education Resources January 2005 - October 2005
University of Massachusetts January 2002 - June 2005
Light Bridge Inc January 2000 - January 2005
Skills
Credit, Analysis, Loans, Management, Team Leadership, Financial Services, Accounting, Auditing, Sales, Underwriting, Funding, Employee Benefits, Insurance, Mortgage Lending, Software Documentation
Education
University of Massachusetts at Lowell 2002 — 2004
BS, Business Administration; MIS and Marketing
Bunker Hill Community College 1999 — 2002
AA, Computer Information Systems
Salem Five Mortgage Company August 2011 - July 2013
BNY Mellon March 2011 - August 2012
LA Fitness December 2010 - February 2011
Work Out World November 2007 - August 2010
Firestone Financial Corp February 2008 - April 2008
Sallie Mae Home Loans October 2005 - December 2007
First Marblehead Education Resources January 2005 - October 2005
University of Massachusetts January 2002 - June 2005
Light Bridge Inc January 2000 - January 2005
Skills
Credit, Analysis, Loans, Management, Team Leadership, Financial Services, Accounting, Auditing, Sales, Underwriting, Funding, Employee Benefits, Insurance, Mortgage Lending, Software Documentation
Education
University of Massachusetts at Lowell 2002 — 2004
BS, Business Administration; MIS and Marketing
Bunker Hill Community College 1999 — 2002
AA, Computer Information Systems
Lucica Sbarcea Hiller Lucica Sbarcea Hiller's BNY Mellon Experience July 2005 - April 2011
Job Environmental Engineering Student
Industry Civil Engineering
Experience
Wellesley College May 2013 - August 2013
BNY Mellon July 2005 - April 2011
Skills
Foreign Income Tax, ADRs, Global Operations
Education
Tufts University 2013 — 2016
Environmental Engineering
Bunker Hill Community College 2012 — 2013
Engineering
Universitatea „Babeș-Bolyai” din Cluj-Napoca 2000 — 2004
Bachelor of Arts (BA), Economics
Wellesley College May 2013 - August 2013
BNY Mellon July 2005 - April 2011
Skills
Foreign Income Tax, ADRs, Global Operations
Education
Tufts University 2013 — 2016
Environmental Engineering
Bunker Hill Community College 2012 — 2013
Engineering
Universitatea „Babeș-Bolyai” din Cluj-Napoca 2000 — 2004
Bachelor of Arts (BA), Economics
Jonathan Fortson Jonathan Fortson's BNY Mellon Experience 2007 - 2011
Job Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management 2011 - Present
BNY Mellon 2007 - 2011
Enterprise Rent-A-Car 2005 - 2007
Port of Los Angeles 2003 - 2005
Education
California State University-Long Beach 2000 — 2005
BS, Finance and Managment Information Systems
Oaktree Capital Management 2011 - Present
BNY Mellon 2007 - 2011
Enterprise Rent-A-Car 2005 - 2007
Port of Los Angeles 2003 - 2005
Education
California State University-Long Beach 2000 — 2005
BS, Finance and Managment Information Systems
Shawn Breen's BNY Mellon Experience April 2012 - Present
Job service specialist at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2012 - Present
Fidelity Investments 2005 - 2011
Skills
Series 6, Series 63, 403 b, 401k, Alternative Investments, Accounting, AML, Asset Allocation, Asset Managment, Bonds, Business Relationship..., Cash Management, Client Services, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income
Education
Bunker Hill Community College 2002 — 2005
Associates, Hotel Management
BNY Mellon April 2012 - Present
Fidelity Investments 2005 - 2011
Skills
Series 6, Series 63, 403 b, 401k, Alternative Investments, Accounting, AML, Asset Allocation, Asset Managment, Bonds, Business Relationship..., Cash Management, Client Services, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income
Education
Bunker Hill Community College 2002 — 2005
Associates, Hotel Management
Edward Gerovian Edward Gerovian's BNY Mellon Experience January 2012 - November 2014
Job BSA Supervisor at California United Bank
Industry Banking
Experience
California United Bank November 2014 - Present
BNY Mellon January 2012 - November 2014
OneWest Bank March 2009 - January 2012
Indymac Bank May 2005 - March 2009
Countrywide Home Loans January 2001 - May 2005
Jonathan Club March 1997 - December 2000
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Mortgage Banking, Loan Origination, AML, Financial Risk, Bank Secrecy Act, Commercial Lending, Credit Risk, Credit Analysis, Internal Controls, Risk Assessment, Executive Management, Operational Risk, Loan Servicing, Investments, Commercial Banking, Business Process, OFAC, Valuation, Financial Structuring, Asset Management, FHA, Asset Managment, Lines Of Credit, Financial Services, Structured Finance, Management, Internal Audit, Enterprise Risk..., Capital Markets, Small Business Lending, Financial Analysis, Underwriting, Cash Management, Analysis, Portfolio Management, Wealth Management, Auditing, Training, Private Banking, Finance, Consumer Lending, Due Diligence, Relationship Management, Retail Banking, Operational Risk...
Education
University of La Verne 2000 — 2002
MBA, Finance
California State Polytechnic University-Pomona 1992 — 1997
BSBA, Hotel and Restaurant Management
California United Bank November 2014 - Present
BNY Mellon January 2012 - November 2014
OneWest Bank March 2009 - January 2012
Indymac Bank May 2005 - March 2009
Countrywide Home Loans January 2001 - May 2005
Jonathan Club March 1997 - December 2000
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Mortgage Banking, Loan Origination, AML, Financial Risk, Bank Secrecy Act, Commercial Lending, Credit Risk, Credit Analysis, Internal Controls, Risk Assessment, Executive Management, Operational Risk, Loan Servicing, Investments, Commercial Banking, Business Process, OFAC, Valuation, Financial Structuring, Asset Management, FHA, Asset Managment, Lines Of Credit, Financial Services, Structured Finance, Management, Internal Audit, Enterprise Risk..., Capital Markets, Small Business Lending, Financial Analysis, Underwriting, Cash Management, Analysis, Portfolio Management, Wealth Management, Auditing, Training, Private Banking, Finance, Consumer Lending, Due Diligence, Relationship Management, Retail Banking, Operational Risk...
Education
University of La Verne 2000 — 2002
MBA, Finance
California State Polytechnic University-Pomona 1992 — 1997
BSBA, Hotel and Restaurant Management
Alan Belanger Alan Belanger's BNY Mellon Experience September 2004 - May 2006
Job Senior Consultant Compute/Network/Storage/Virtualization, Architect and Engineer
Industry Information Technology and Services
Experience
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Terese Stryker, CFA Terese Stryker, CFA's BNY Mellon Experience 2007 - May 2014
Job Finance Manager at SYDA Foundation
Industry Nonprofit Organization Management
Experience
SYDA Foundation June 2014 - Present
BNY Mellon 2007 - May 2014
Lowe Enterprises 2004 - 2007
SYDA Foundation 1996 - 2004
Bank of New York 1989 - 1996
Bear Stearns & Co., Inc. 1986 - 1989
Education
Bucknell University 1982 — 1986
Bachelor of Arts, Economics
SYDA Foundation June 2014 - Present
BNY Mellon 2007 - May 2014
Lowe Enterprises 2004 - 2007
SYDA Foundation 1996 - 2004
Bank of New York 1989 - 1996
Bear Stearns & Co., Inc. 1986 - 1989
Education
Bucknell University 1982 — 1986
Bachelor of Arts, Economics
John Dowling, CWS® John Dowling, CWS®'s BNY Mellon Experience May 2005 - August 2010
Job Private Investment Client Services
Industry Investment Management
Experience
City National Bank August 2010 - May 2013
BNY Mellon May 2005 - August 2010
BancorpSouth 2002 - May 2004
Loan Pricing Corporation 1996 - 2002
Bank of California 1994 - 1996
Bank of California 1994 - 1996
Skills
Investments, Banking, Wealth Management, Loans, Portfolio Management, Equities, Credit Analysis, Financial Services, Capital Markets, Credit, Wealth Management..., Mutual Funds, Private Equity, Asset Management, Corporate Finance, Private Banking, Investment Banking, Financial Analysis, Financial Modeling, High Net Worth..., Due Diligence
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
BS, Economics
Saint Ignatius
City National Bank August 2010 - May 2013
BNY Mellon May 2005 - August 2010
BancorpSouth 2002 - May 2004
Loan Pricing Corporation 1996 - 2002
Bank of California 1994 - 1996
Bank of California 1994 - 1996
Skills
Investments, Banking, Wealth Management, Loans, Portfolio Management, Equities, Credit Analysis, Financial Services, Capital Markets, Credit, Wealth Management..., Mutual Funds, Private Equity, Asset Management, Corporate Finance, Private Banking, Investment Banking, Financial Analysis, Financial Modeling, High Net Worth..., Due Diligence
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
BS, Economics
Saint Ignatius
Jonathan Nguyen Jonathan Nguyen's BNY Mellon Experience August 2013 - November 2013
Job Help Desk Analyst II at Charming Charlie
Industry Defense & Space
Experience
Insource Technology November 2014 - Present
Charming Charlie November 2013 - November 2014
BNY Mellon August 2013 - November 2013
Tru Business Solutions October 2011 - July 2013
United States Air Force September 2007 - September 2011
Glory USA January 2005 - January 2007
Skills
Active Directory, Help Desk Support, Remote Desktop, Printer Mapping, Tier 1 Troubleshooting, Desktop Imaging, Backup and Restore, Computer initial..., Problem Diagnosis, Initial Troubleshooting, Remedy Ticketing System, Network Administration, Computer Security, Diagnose, Microsoft Exchange, Troubleshooting, Workstations, Security+, DoD, Military, Air Force, Information Assurance, Military Experience, Software Installation, Hardware, Operating Systems
Education
Lone Star College System 2012 — 2013
California State University-Fullerton 2005 — 2007
Irvine High School 2001 — 2005
Insource Technology November 2014 - Present
Charming Charlie November 2013 - November 2014
BNY Mellon August 2013 - November 2013
Tru Business Solutions October 2011 - July 2013
United States Air Force September 2007 - September 2011
Glory USA January 2005 - January 2007
Skills
Active Directory, Help Desk Support, Remote Desktop, Printer Mapping, Tier 1 Troubleshooting, Desktop Imaging, Backup and Restore, Computer initial..., Problem Diagnosis, Initial Troubleshooting, Remedy Ticketing System, Network Administration, Computer Security, Diagnose, Microsoft Exchange, Troubleshooting, Workstations, Security+, DoD, Military, Air Force, Information Assurance, Military Experience, Software Installation, Hardware, Operating Systems
Education
Lone Star College System 2012 — 2013
California State University-Fullerton 2005 — 2007
Irvine High School 2001 — 2005
Roselyn Pierre Roselyn Pierre's BNY Mellon Experience December 2013 - September 2014
Job Trust Associate at BNY Mellon
Industry Banking
Experience
Resource Staffing/Academy Sports and Outdoors December 2014 - December 2014
BNY Mellon December 2013 - September 2014
Snelling Staffing/Stewart Lender Serv May 2013 - July 2013
JPMorgan Chase Bank November 2011 - March 2013
Resource Staffing/Frost Bank November 2010 - February 2011
WALIPP/TSU Academy December 2009 - April 2010
BBVA Compass Bank January 2009 - September 2009
JPMorgan Chase Bank August 2003 - December 2008
JPMorgan Chase Bank January 1999 - August 2003
Charter Title Company April 1996 - January 1999
Education
California Coast University 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2002 — 2005
(B.S.), Management (Financial)
Houston Community College
A.A.S. Degree, Real Estate
Houston Community College
A.A.S. Degree, Legal Assistant
Resource Staffing/Academy Sports and Outdoors December 2014 - December 2014
BNY Mellon December 2013 - September 2014
Snelling Staffing/Stewart Lender Serv May 2013 - July 2013
JPMorgan Chase Bank November 2011 - March 2013
Resource Staffing/Frost Bank November 2010 - February 2011
WALIPP/TSU Academy December 2009 - April 2010
BBVA Compass Bank January 2009 - September 2009
JPMorgan Chase Bank August 2003 - December 2008
JPMorgan Chase Bank January 1999 - August 2003
Charter Title Company April 1996 - January 1999
Education
California Coast University 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2002 — 2005
(B.S.), Management (Financial)
Houston Community College
A.A.S. Degree, Real Estate
Houston Community College
A.A.S. Degree, Legal Assistant
Harshrajsinh Vansia's BNY Mellon Experience January 2012 - March 2013
Job Senior Software Engineer at FedEx Services
Industry Computer Software
Experience
FedEx Services January 2015 - Present
BDP International April 2013 - January 2015
BNY Mellon January 2012 - March 2013
Florida State Department of Business and Professional Regulation August 2010 - December 2011
Rishabh Software January 2007 - May 2009
Unisys India June 2006 - December 2006
Skills
JavaScript, Java, XML, JDBC, Servlets, JSP, Java Enterprise Edition, C#, OOP, .NET, Web Applications, ASP.NET, Oracle, C++, Software Development, Web Development, Microsoft SQL Server, C, HTML, Spring, Hibernate, Struts, AJAX, Eclipse, Spring Framework
Education
California State University-Long Beach 2009 — 2010
Master of Science (MS), Computer Science, A
The Maharaja Sayajirao University of Baroda 2003 — 2006
BCA, Computer Science, A
FedEx Services January 2015 - Present
BDP International April 2013 - January 2015
BNY Mellon January 2012 - March 2013
Florida State Department of Business and Professional Regulation August 2010 - December 2011
Rishabh Software January 2007 - May 2009
Unisys India June 2006 - December 2006
Skills
JavaScript, Java, XML, JDBC, Servlets, JSP, Java Enterprise Edition, C#, OOP, .NET, Web Applications, ASP.NET, Oracle, C++, Software Development, Web Development, Microsoft SQL Server, C, HTML, Spring, Hibernate, Struts, AJAX, Eclipse, Spring Framework
Education
California State University-Long Beach 2009 — 2010
Master of Science (MS), Computer Science, A
The Maharaja Sayajirao University of Baroda 2003 — 2006
BCA, Computer Science, A
Mallay Volpe's BNY Mellon Experience December 2014 - Present
Job TS KYC Administrator at BNY Mellon
Industry Media Production
Experience
BNY Mellon December 2014 - Present
BNY Mellon February 2012 - November 2014
BNY Mellon August 2010 - February 2012
Dish Network July 2009 - December 2009
RadioShack November 2008 - July 2009
Skills
Teamwork, Sales, Time Management, Customer Service, Social Networking, Banking, Microsoft Excel, Visual Merchandising, Accurate Data Entry, Checklists, Microsoft Technologies, Banking Software, Banking Technologies, DTC, FED, Lotus Notes, Outlook, Email, Letters of Credit, Custom CMS Development, Hummingbird
Education
California University of Pennsylvania 2004 — 2008
Bachelor of Business, 2008
McKeesport Senior High School 2000 — 2004
Diploma, 2004
BNY Mellon December 2014 - Present
BNY Mellon February 2012 - November 2014
BNY Mellon August 2010 - February 2012
Dish Network July 2009 - December 2009
RadioShack November 2008 - July 2009
Skills
Teamwork, Sales, Time Management, Customer Service, Social Networking, Banking, Microsoft Excel, Visual Merchandising, Accurate Data Entry, Checklists, Microsoft Technologies, Banking Software, Banking Technologies, DTC, FED, Lotus Notes, Outlook, Email, Letters of Credit, Custom CMS Development, Hummingbird
Education
California University of Pennsylvania 2004 — 2008
Bachelor of Business, 2008
McKeesport Senior High School 2000 — 2004
Diploma, 2004
Ramez Elmofty Ramez Elmofty's BNY Mellon Experience June 2011 - August 2014
Job Credit Risk Consolidation Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
BNY Mellon June 2011 - August 2014
Northeastern University September 2010 - May 2011
Ractors ltd. June 2007 - May 2008
Arab Bank June 2006 - August 2006
Petrobel - Egypt June 2005 - August 2005
Arab Bank June 2004 - August 2004
Skills
Risk Management, Credit Risk, Operational Risk, Bloomberg Terminal, Economics, Data Analysis, Corporate Finance, Asset Management, Financial Risk, Valuation, Finance, Asset Managment, Bloomberg, Analysis, Reports, Financial Analysis, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Masters, Finance
Cairo University 2003 — 2007
B.Sc., Economics
Santander Bank, N.A. September 2014 - Present
BNY Mellon June 2011 - August 2014
Northeastern University September 2010 - May 2011
Ractors ltd. June 2007 - May 2008
Arab Bank June 2006 - August 2006
Petrobel - Egypt June 2005 - August 2005
Arab Bank June 2004 - August 2004
Skills
Risk Management, Credit Risk, Operational Risk, Bloomberg Terminal, Economics, Data Analysis, Corporate Finance, Asset Management, Financial Risk, Valuation, Finance, Asset Managment, Bloomberg, Analysis, Reports, Financial Analysis, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Masters, Finance
Cairo University 2003 — 2007
B.Sc., Economics
Marcus Gustafson Marcus Gustafson's BNY Mellon Experience 2001 - 2004
Job Corporate Trust Services Head at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
Kim Mangan, PMP, CRISC Kim Mangan, PMP, CRISC's BNY Mellon Experience May 2013 - Present
Job Managing Director, Corporate Senior Information Risk Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
PMI Pittsburgh January 2010 - December 2013
Bank of New York Mellon May 2008 - May 2013
Management Science Associates 2006 - 2008
Union Bank of California August 2000 - March 2006
Union Bank of California June 1998 - September 2000
Union Bank of California September 1992 - June 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Continuity, Business Process, Business Process..., Business Strategy, CRM, Cash Management, Change Management, Cross-functional Team..., Enterprise Risk..., Finance, Financial Analysis, Financial Services, Governance, IT Strategy, Integration, Leadership, MS Project, Management, Non-profit Board..., Operations Management, PMO, PMP, Payments, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Relationship Management, Requirements Analysis, Risk Management, Sales, Software Project..., Strategic Planning, Team Building, Team Leadership, Vendor Management, Visio, Non-profit Volunteer
Education
University of Phoenix, San Diego 1998 — 1999
MBA
California State Polytechnic University-Pomona 1990 — 1992
BS, Multi-National Corporate Finance
BNY Mellon May 2013 - Present
PMI Pittsburgh January 2010 - December 2013
Bank of New York Mellon May 2008 - May 2013
Management Science Associates 2006 - 2008
Union Bank of California August 2000 - March 2006
Union Bank of California June 1998 - September 2000
Union Bank of California September 1992 - June 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Continuity, Business Process, Business Process..., Business Strategy, CRM, Cash Management, Change Management, Cross-functional Team..., Enterprise Risk..., Finance, Financial Analysis, Financial Services, Governance, IT Strategy, Integration, Leadership, MS Project, Management, Non-profit Board..., Operations Management, PMO, PMP, Payments, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Relationship Management, Requirements Analysis, Risk Management, Sales, Software Project..., Strategic Planning, Team Building, Team Leadership, Vendor Management, Visio, Non-profit Volunteer
Education
University of Phoenix, San Diego 1998 — 1999
MBA
California State Polytechnic University-Pomona 1990 — 1992
BS, Multi-National Corporate Finance
Lisette Ruesch Wang Lisette Ruesch Wang's BNY Mellon Experience November 2006 - Present
Job Assistant Officer / Treasury Services
Industry Financial Services
Experience
BNY Mellon November 2006 - Present
CitiFinancial January 2005 - November 2006
Skills
Cash Management, Corporate Communications, Compliance, Banking, Customer Relations, Excel, Customer Service, PowerPoint, Microsoft Office, Outlook, Word, Problem Solving, Microsoft Excel, Portfolio Management, Management, Relationship Management, Financial Analysis, Budgets, Microsoft Word, Business Analysis, Corporate Finance, Finance, Financial Modeling, Treasury Management, Strategic Planning, Mergers & Acquisitions, Accounting, Sales, New Business Development, Treasury Services, Risk Management, Analysis, Coaching, Credit, Process Improvement, Marketing, Negotiation, Financial Services, Loans, Commercial Banking, Valuation, Strategic Financial..., Strategy, Payments, Internet Banking, Leadership, Investments, Financial Risk
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science, Finance, Real Estate, and Law
Dixie State University 1999 — 2001
Associate of Science in Business Administration, Management
BNY Mellon November 2006 - Present
CitiFinancial January 2005 - November 2006
Skills
Cash Management, Corporate Communications, Compliance, Banking, Customer Relations, Excel, Customer Service, PowerPoint, Microsoft Office, Outlook, Word, Problem Solving, Microsoft Excel, Portfolio Management, Management, Relationship Management, Financial Analysis, Budgets, Microsoft Word, Business Analysis, Corporate Finance, Finance, Financial Modeling, Treasury Management, Strategic Planning, Mergers & Acquisitions, Accounting, Sales, New Business Development, Treasury Services, Risk Management, Analysis, Coaching, Credit, Process Improvement, Marketing, Negotiation, Financial Services, Loans, Commercial Banking, Valuation, Strategic Financial..., Strategy, Payments, Internet Banking, Leadership, Investments, Financial Risk
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science, Finance, Real Estate, and Law
Dixie State University 1999 — 2001
Associate of Science in Business Administration, Management
Ezzat Mahmoud Ezzat Mahmoud's BNY Mellon Experience August 2015 - Present
Job Senior Trade Investigator
Industry Banking
Experience
BNY Mellon August 2015 - Present
E & S Exports and Imports Inc. December 2014 - August 2015
The National Commercial Bank March 2009 - March 2015
BNY Mellon December 2003 - March 2009
Riyad Bank June 1991 - June 2003
Egyptian Gulf Bank November 1987 - June 1991
Manufacturers Hanover Trust March 1982 - November 1987
Bank Of Alexandria November 1978 - March 1982
Education
Cairo University
Bachelor of Commerce, Accounting and Business/Management
BNY Mellon August 2015 - Present
E & S Exports and Imports Inc. December 2014 - August 2015
The National Commercial Bank March 2009 - March 2015
BNY Mellon December 2003 - March 2009
Riyad Bank June 1991 - June 2003
Egyptian Gulf Bank November 1987 - June 1991
Manufacturers Hanover Trust March 1982 - November 1987
Bank Of Alexandria November 1978 - March 1982
Education
Cairo University
Bachelor of Commerce, Accounting and Business/Management
Aaron Masters Aaron Masters's BNY Mellon Experience May 2012 - Present
Job Senior Metrics Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
BNY Mellon February 2007 - May 2012
Deutsche Bank October 2004 - February 2007
Skills
Fixed Income, Portfolio Management, Bloomberg, Banking, Leadership, Securities, Equities, Program Management, Hedge Funds, Investments, Financial Analysis, Mutual Funds, Access, Risk Management, Financial Modeling
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
B.A., Finance
BNY Mellon May 2012 - Present
BNY Mellon February 2007 - May 2012
Deutsche Bank October 2004 - February 2007
Skills
Fixed Income, Portfolio Management, Bloomberg, Banking, Leadership, Securities, Equities, Program Management, Hedge Funds, Investments, Financial Analysis, Mutual Funds, Access, Risk Management, Financial Modeling
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
B.A., Finance
Daniel Smith, Jr. Daniel Smith, Jr.'s BNY Mellon Experience June 2015 - Present
Job Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon October 2006 - May 2015
Skills
Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities, Financial Services, Asset Management, Banking, Derivatives, Risk Management, Financial Analysis, Customer Service, Microsoft Excel, Business Analysis, Sales, Leadership, Teaching, Process Improvement
Education
Butler County Community College
Capital University
The Ohio State University
BNY Mellon June 2015 - Present
BNY Mellon October 2006 - May 2015
Skills
Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities, Financial Services, Asset Management, Banking, Derivatives, Risk Management, Financial Analysis, Customer Service, Microsoft Excel, Business Analysis, Sales, Leadership, Teaching, Process Improvement
Education
Butler County Community College
Capital University
The Ohio State University
David Mattingly David Mattingly's BNY Mellon Experience August 2013 - Present
Job Lead Analyst
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Harborstone Credit Union January 2013 - August 2013
Shoreline Community College September 2006 - July 2007
Skills
Creative Direction, Responsibility, Reliability, Market Research, Time Management, Weddings, Social Media, Event Planning, Data Analysis, PowerPoint, Accounting
Education
California State University-Dominguez Hills 2015 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Riverside 2007 — 2012
Bachelor of Arts, Business Administration, Finance
Shoreline Community College 2005 — 2007
AAAS, Digital Audio Engineering
Gig Harbor High School 2001 — 2005
Diploma
BNY Mellon August 2013 - Present
Harborstone Credit Union January 2013 - August 2013
Shoreline Community College September 2006 - July 2007
Skills
Creative Direction, Responsibility, Reliability, Market Research, Time Management, Weddings, Social Media, Event Planning, Data Analysis, PowerPoint, Accounting
Education
California State University-Dominguez Hills 2015 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Riverside 2007 — 2012
Bachelor of Arts, Business Administration, Finance
Shoreline Community College 2005 — 2007
AAAS, Digital Audio Engineering
Gig Harbor High School 2001 — 2005
Diploma
Allison Zeigler Allison Zeigler's BNY Mellon Experience November 2010 - April 2011
Job Analyst, Transaction Management at JLL
Industry Real Estate
Experience
JLL March 2015 - Present
JLL November 2013 - March 2015
Northwood Realty Services June 2013 - November 2013
Synergy Comp Insurance Company October 2011 - October 2012
BNY Mellon November 2010 - April 2011
BNY Mellon May 2009 - October 2010
Skills
Microsoft Office, Management, Customer Service, Real Estate, Lease Documentation, Leadership, Financial Analysis, Negotiation, Budgets, Sales, Microsoft Word, Microsoft Excel, Lease Administration, Abstraction, Finance, Account Reconciliation, Commercial Real Estate, Team Building, PowerPoint, Contract Negotiation, Leases, Account Management, Due Diligence, Process Improvement, Analysis, Office Administration
Education
Youngstown State University 2015 — 2017
MBA
Slippery Rock University of Pennsylvania 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
Butler County Community College 2003 — 2005
Associate in Business Management, Business Management
JLL March 2015 - Present
JLL November 2013 - March 2015
Northwood Realty Services June 2013 - November 2013
Synergy Comp Insurance Company October 2011 - October 2012
BNY Mellon November 2010 - April 2011
BNY Mellon May 2009 - October 2010
Skills
Microsoft Office, Management, Customer Service, Real Estate, Lease Documentation, Leadership, Financial Analysis, Negotiation, Budgets, Sales, Microsoft Word, Microsoft Excel, Lease Administration, Abstraction, Finance, Account Reconciliation, Commercial Real Estate, Team Building, PowerPoint, Contract Negotiation, Leases, Account Management, Due Diligence, Process Improvement, Analysis, Office Administration
Education
Youngstown State University 2015 — 2017
MBA
Slippery Rock University of Pennsylvania 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
Butler County Community College 2003 — 2005
Associate in Business Management, Business Management
Patrick Bruno Patrick Bruno's BNY Mellon Experience November 2004 - Present
Job Customer Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2004 - Present
Strategic Partners, Inc. March 2001 - July 2004
Education
California State University-Channel Islands
BNY Mellon November 2004 - Present
Strategic Partners, Inc. March 2001 - July 2004
Education
California State University-Channel Islands
Colleen Kober's BNY Mellon Experience 2006 - 2011
Job Relationship Manager at AST Equity Plan Solutions
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC January 2015 - Present
UBS Wealth Management May 2014 - December 2014
Computershare January 2012 - May 2014
BNY Mellon 2006 - 2011
BNY Mellon 2004 - 2006
Mellon Investor Services 2003 - 2004
Mellon Investor Services 2001 - 2003
Mellon Investor Services May 1999 - 2001
Skills
Excel, PowerPoint, Word, Business Analysis, Microsoft Office, Options, Business Objects, Mainframe, Stock Option, Employee Stock Options, Data Analysis, Process Improvement, Problem Solving, Reconciliation, Microsoft Word, Microsoft Excel, Financial Reporting, Training, Project Management, Business Requirements, Risk Management, Equities, Business Process, Relationship Management, User Acceptance Testing, Securities, Banking, Corporate Actions, Project Planning, ESPP, Financial Services, Finance, Account Reconciliation
Education
Caldwell University 1998 — 2003
Bachelor of Science Degree, Business Administration and Psychology
American Stock Transfer & Trust Company, LLC January 2015 - Present
UBS Wealth Management May 2014 - December 2014
Computershare January 2012 - May 2014
BNY Mellon 2006 - 2011
BNY Mellon 2004 - 2006
Mellon Investor Services 2003 - 2004
Mellon Investor Services 2001 - 2003
Mellon Investor Services May 1999 - 2001
Skills
Excel, PowerPoint, Word, Business Analysis, Microsoft Office, Options, Business Objects, Mainframe, Stock Option, Employee Stock Options, Data Analysis, Process Improvement, Problem Solving, Reconciliation, Microsoft Word, Microsoft Excel, Financial Reporting, Training, Project Management, Business Requirements, Risk Management, Equities, Business Process, Relationship Management, User Acceptance Testing, Securities, Banking, Corporate Actions, Project Planning, ESPP, Financial Services, Finance, Account Reconciliation
Education
Caldwell University 1998 — 2003
Bachelor of Science Degree, Business Administration and Psychology
Laura Daverio Laura Daverio's BNY Mellon Experience May 2011 - August 2011
Job Senior Research Analyst at Nielsen Company
Industry Market Research
Experience
Nielsen September 2014 - Present
Nielsen June 2013 - August 2014
Bucknell University September 2012 - May 2013
Nielsen May 2012 - August 2012
Pennsylvania Small Business Development Centers August 2009 - May 2012
BNY Mellon May 2011 - August 2011
Department of Physics and Astronomy, Bucknell University August 2010 - May 2011
Skills
Leadership, Analytics, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Analysis, Professional Services, Market Research, Economics, SPSS, Statistics, Quantitative Analytics, Qualitative &..., Data Modeling
Education
Bucknell University 2009 — 2013
Bachelors, Management, Classics
Nielsen September 2014 - Present
Nielsen June 2013 - August 2014
Bucknell University September 2012 - May 2013
Nielsen May 2012 - August 2012
Pennsylvania Small Business Development Centers August 2009 - May 2012
BNY Mellon May 2011 - August 2011
Department of Physics and Astronomy, Bucknell University August 2010 - May 2011
Skills
Leadership, Analytics, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Analysis, Professional Services, Market Research, Economics, SPSS, Statistics, Quantitative Analytics, Qualitative &..., Data Modeling
Education
Bucknell University 2009 — 2013
Bachelors, Management, Classics
David Emmes's BNY Mellon Experience 2000 - Present
Job President, US Markets West BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon 2000 - Present
Orange County Museum of Art January 1995 - Present
Nat West January 1993 - January 1996
Security Pacific Bank January 1984 - January 1993
Skills
Asset Management, Wealth Management, Equities, Investments, Asset Allocation, Investment Management, Wealth Management..., Financial Analysis, Financial Services, Fixed Income, Securities, Charities, Family Office, Venture Capital, Derivatives, Private Banking, Mergers & Acquisitions, Leadership, Program Management, Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Private Equity
Education
California State University-Long Beach 1984 — 1986
MBA
California State University-Long Beach 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon 2000 - Present
Orange County Museum of Art January 1995 - Present
Nat West January 1993 - January 1996
Security Pacific Bank January 1984 - January 1993
Skills
Asset Management, Wealth Management, Equities, Investments, Asset Allocation, Investment Management, Wealth Management..., Financial Analysis, Financial Services, Fixed Income, Securities, Charities, Family Office, Venture Capital, Derivatives, Private Banking, Mergers & Acquisitions, Leadership, Program Management, Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Private Equity
Education
California State University-Long Beach 1984 — 1986
MBA
California State University-Long Beach 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance
Walter Quispe Medina Walter Quispe Medina's BNY Mellon Experience May 2009 - Present
Job Global Corporate Actions Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2009 - Present
Mellon Financial Corp. October 2003 - April 2009
Mellon Financial Corp. February 2002 - October 2003
Skills
Management, Microsoft Excel, Account Management, Project Management, Team Building, Microsoft Word, Account Reconciliation, Market Analysis, Corporate Events, Financial Risk, Investment Banking
Education
California Coast University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
California Coast University 2003 — 2007
Bachelor of Science (BS), Business/Commerce, General
BNY Mellon May 2009 - Present
Mellon Financial Corp. October 2003 - April 2009
Mellon Financial Corp. February 2002 - October 2003
Skills
Management, Microsoft Excel, Account Management, Project Management, Team Building, Microsoft Word, Account Reconciliation, Market Analysis, Corporate Events, Financial Risk, Investment Banking
Education
California Coast University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
California Coast University 2003 — 2007
Bachelor of Science (BS), Business/Commerce, General
Kathleen Lyons's BNY Mellon Experience June 2011 - August 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BNY Mellon June 2011 - August 2011
WTAS June 2010 - August 2010
Wright Asset Management June 2009 - August 2009
Education
Bucknell University 2008 — 2012
Economics and Political Science
Summit High School 2004 — 2008
BNY Mellon June 2011 - August 2011
WTAS June 2010 - August 2010
Wright Asset Management June 2009 - August 2009
Education
Bucknell University 2008 — 2012
Economics and Political Science
Summit High School 2004 — 2008
Dominic Do's BNY Mellon Experience September 2012 - Present
Job CT Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2012 - Present
Fall Quarter 2011 September 2011 - December 2011
2005-2007 2005 - 2007
EMCORE CORPORATION January 1998 - January 2001
Education
Cal Poly Pomona 2009 — 2011
BS, Finance, Real Estate and Law
BNY Mellon September 2012 - Present
Fall Quarter 2011 September 2011 - December 2011
2005-2007 2005 - 2007
EMCORE CORPORATION January 1998 - January 2001
Education
Cal Poly Pomona 2009 — 2011
BS, Finance, Real Estate and Law
Helen Giang Helen Giang's BNY Mellon Experience May 2012 - September 2014
Job Middle Office Specialist at TCW
Industry Investment Management
Experience
The TCW Group September 2014 - Present
BNY Mellon May 2012 - September 2014
Bank of America August 2009 - May 2012
Starbucks Coffee May 2006 - January 2010
Dr. Lightfoot's Office October 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, Microsoft Word, Finance, Time Management, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2011
B.S., Accounting
John A. Rowland High School 2003 — 2007
High School Diploma, Accounting
The TCW Group September 2014 - Present
BNY Mellon May 2012 - September 2014
Bank of America August 2009 - May 2012
Starbucks Coffee May 2006 - January 2010
Dr. Lightfoot's Office October 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, Microsoft Word, Finance, Time Management, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2011
B.S., Accounting
John A. Rowland High School 2003 — 2007
High School Diploma, Accounting
Brad Spencer Brad Spencer's BNY Mellon Experience April 1998 - April 2004
Job Chief Financial Officer & Chief Compliance Officer at Black Canyon Capital
Industry Venture Capital & Private Equity
Experience
Black Canyon Capital January 2008 - Present
Rustic Canyon Partners April 2004 - January 2008
BNY Mellon April 1998 - April 2004
Education
CSUN 1994 — 1997
Business: Finance
Black Canyon Capital January 2008 - Present
Rustic Canyon Partners April 2004 - January 2008
BNY Mellon April 1998 - April 2004
Education
CSUN 1994 — 1997
Business: Finance
Sharon Jiang Sharon Jiang's BNY Mellon Experience June 2011 - February 2015
Job The TCW Group
Industry Investment Management
Experience
The TCW Group February 2015 - Present
BNY Mellon June 2011 - February 2015
BNY Mellon August 2010 - June 2011
BNY Mellon October 2009 - August 2010
Wells Fargo Bank November 2008 - October 2009
Bank of America January 2007 - October 2008
Bank of America May 2002 - December 2006
Skills
Fixed Income, Bloomberg, Investments, Finance, Securities, Financial Services, Alternative Investments, Strategic Financial..., Accounting, Mutual Funds, Financial Reporting, Trading, Analysis, Emerging Markets, Management, Credit, Loans
Education
California State University-Los Angeles 2008 — 2009
BA, Finance
Pasadena City College 2003 — 2006
The TCW Group February 2015 - Present
BNY Mellon June 2011 - February 2015
BNY Mellon August 2010 - June 2011
BNY Mellon October 2009 - August 2010
Wells Fargo Bank November 2008 - October 2009
Bank of America January 2007 - October 2008
Bank of America May 2002 - December 2006
Skills
Fixed Income, Bloomberg, Investments, Finance, Securities, Financial Services, Alternative Investments, Strategic Financial..., Accounting, Mutual Funds, Financial Reporting, Trading, Analysis, Emerging Markets, Management, Credit, Loans
Education
California State University-Los Angeles 2008 — 2009
BA, Finance
Pasadena City College 2003 — 2006
William Winslow William Winslow's BNY Mellon Experience February 1999 - Present
Job Managing Director and Managing Counsel at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 1999 - Present
Mellon Financial Corporation December 1993 - January 1999
Laubach, Fulton and Delaney September 1992 - December 1993
Prudential Insurance July 1988 - June 1989
Skills
Corporate Law, Financial Services, Treasury Services/Cash..., Risk Management, Asset Management, Legal Research, Intellectual Property, Corporate Finance, Legal Writing, Banking, Bankruptcy, Letters of Credit, Regulatory Requirements, Employee Training, Cash Management, Financial Risk, Relationship Management, Analysis, Operational Risk, Credit, Financial Analysis, Payments, Negotiation, Treasury, Financial Institutions, Commercial Banking, Fraud, Privacy Law, Treasury Management, Management, Trade Finance, Operational Risk..., Payment Systems, Financial Transactions, Bank Secrecy Act, Acquisitions, Credit Cards, Electronic Payments, Financial Markets, KYC, Financial Regulation, FCPA
Education
University of Pittsburgh School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
BNY Mellon February 1999 - Present
Mellon Financial Corporation December 1993 - January 1999
Laubach, Fulton and Delaney September 1992 - December 1993
Prudential Insurance July 1988 - June 1989
Skills
Corporate Law, Financial Services, Treasury Services/Cash..., Risk Management, Asset Management, Legal Research, Intellectual Property, Corporate Finance, Legal Writing, Banking, Bankruptcy, Letters of Credit, Regulatory Requirements, Employee Training, Cash Management, Financial Risk, Relationship Management, Analysis, Operational Risk, Credit, Financial Analysis, Payments, Negotiation, Treasury, Financial Institutions, Commercial Banking, Fraud, Privacy Law, Treasury Management, Management, Trade Finance, Operational Risk..., Payment Systems, Financial Transactions, Bank Secrecy Act, Acquisitions, Credit Cards, Electronic Payments, Financial Markets, KYC, Financial Regulation, FCPA
Education
University of Pittsburgh School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Robert S Zukowski Robert S Zukowski's BNY Mellon Experience December 2001 - April 2010
Job Branch Manager/Banking Officer at National Penn
Industry Financial Services
Experience
National Penn October 2014 - Present
3rd Fed Bank April 2011 - October 2014
BNY Mellon December 2001 - April 2010
Mellon Bank February 1998 - December 2001
Mellon Bank April 1993 - January 1998
Skills
Banking, Retail Banking, Loans, Financial Services, Credit, Management, Consumer Lending
Education
Temple University 1995 — 1996
Accounting/Business
Bucks County Community College 1994 — 1995
Accounting
National Penn October 2014 - Present
3rd Fed Bank April 2011 - October 2014
BNY Mellon December 2001 - April 2010
Mellon Bank February 1998 - December 2001
Mellon Bank April 1993 - January 1998
Skills
Banking, Retail Banking, Loans, Financial Services, Credit, Management, Consumer Lending
Education
Temple University 1995 — 1996
Accounting/Business
Bucks County Community College 1994 — 1995
Accounting
Jim Stripsky's BNY Mellon Experience May 2012 - May 2014
Job Senior Developer / Configuration Manager at First Niagara Bank
Industry Computer Software
Experience
First Niagara Bank May 2014 - Present
BNY Mellon May 2012 - May 2014
Fiserv July 2006 - May 2012
Sony Ericsson August 2005 - June 2006
IBM January 2000 - July 2005
IBM March 1995 - January 2000
IBM June 1988 - March 1995
Skills
Configuration Management, Release Management, SubVersion, TestTrack, Testing, Operating Systems, Integration, Unix, SDLC, Solaris, SQL, Linux, Quality Assurance, ClearQuest, Subversion, Test Automation, Program Management, ClearCase, Perl, Software Engineering, C, Requirements Analysis, Embedded Systems, Software Project...
Education
University of Pittsburgh 1986 — 1988
BS
California University of Pennsylvania 1983 — 1986
BS
South Allegheny 1978 — 1983
First Niagara Bank May 2014 - Present
BNY Mellon May 2012 - May 2014
Fiserv July 2006 - May 2012
Sony Ericsson August 2005 - June 2006
IBM January 2000 - July 2005
IBM March 1995 - January 2000
IBM June 1988 - March 1995
Skills
Configuration Management, Release Management, SubVersion, TestTrack, Testing, Operating Systems, Integration, Unix, SDLC, Solaris, SQL, Linux, Quality Assurance, ClearQuest, Subversion, Test Automation, Program Management, ClearCase, Perl, Software Engineering, C, Requirements Analysis, Embedded Systems, Software Project...
Education
University of Pittsburgh 1986 — 1988
BS
California University of Pennsylvania 1983 — 1986
BS
South Allegheny 1978 — 1983
Benjamin Sorrow's BNY Mellon Experience January 2003 - October 2006
Job Investment Professional
Industry Financial Services
Experience
Inland Empire Financial Consultants January 2013 - Present
Bank of New York Mellon Corp 2006 - August 2012
BNY Mellon January 2003 - October 2006
Skills
Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Banking, Strategic Financial..., Bloomberg, Forecasting, Asset Management, Financial Reporting, Investments, Portfolio Management, Financial Analysis, Risk Management, Accounting, Life Insurance, Variable Annuities, Fixed Annuities
Education
California State University-Northridge 2005 — 2007
MBA, California State University Northridge
California State University-Northridge
Master's degree, Finance and Financial Management Services
Inland Empire Financial Consultants January 2013 - Present
Bank of New York Mellon Corp 2006 - August 2012
BNY Mellon January 2003 - October 2006
Skills
Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Banking, Strategic Financial..., Bloomberg, Forecasting, Asset Management, Financial Reporting, Investments, Portfolio Management, Financial Analysis, Risk Management, Accounting, Life Insurance, Variable Annuities, Fixed Annuities
Education
California State University-Northridge 2005 — 2007
MBA, California State University Northridge
California State University-Northridge
Master's degree, Finance and Financial Management Services
Fred Chang, CFA's BNY Mellon Experience August 2006 - January 2015
Job Fund Analyst at Crescent Capital Group LP
Industry Financial Services
Experience
Crescent Capital Group LP April 2015 - Present
BNY Mellon August 2006 - January 2015
Real-Tech Inc. November 2005 - July 2006
Hertz Inc. September 2002 - July 2005
Skills
Cash Management, General Ledger, Accounting, Excel, Accounts Payable, Word, Compliance, Financial Modeling, Microsoft Excel, Microsoft Word
Education
California State University-Fullerton 2004 — 2006
Master, MBA
University of California, Riverside 1998 — 2001
bachelor of science, Business Administration
Crescent Capital Group LP April 2015 - Present
BNY Mellon August 2006 - January 2015
Real-Tech Inc. November 2005 - July 2006
Hertz Inc. September 2002 - July 2005
Skills
Cash Management, General Ledger, Accounting, Excel, Accounts Payable, Word, Compliance, Financial Modeling, Microsoft Excel, Microsoft Word
Education
California State University-Fullerton 2004 — 2006
Master, MBA
University of California, Riverside 1998 — 2001
bachelor of science, Business Administration
Duane Teevans's BNY Mellon Experience 2004 - 2008
Job Vice President, Senior Portfolio Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West 2008 - Present
BNY Mellon 2004 - 2008
Northern Trust 2001 - 2004
Mellon 1st Business Bank 1996 - 2001
Education
Loyola Marymount University, College of Business Administration 1999 — 2001
MBA, International Finance
California State University-Los Angeles 1993 — 1996
B.S., Finance
Bank of the West 2008 - Present
BNY Mellon 2004 - 2008
Northern Trust 2001 - 2004
Mellon 1st Business Bank 1996 - 2001
Education
Loyola Marymount University, College of Business Administration 1999 — 2001
MBA, International Finance
California State University-Los Angeles 1993 — 1996
B.S., Finance
Dave Mitchell, PMP's BNY Mellon Experience February 2012 - Present
Job Project Coordinator at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon February 2012 - Present
Pittsburgh Technical Institute 2005 - Present
ConsultUSA June 2011 - February 2012
Native Staffing July 2010 - June 2011
Knepper Press March 1992 - December 2009
Knepper Press March 1992 - December 2009
INTERFORM SOLUTIONS January 1988 - January 1992
Skills
PMP, Project management, Infrastructure Planning, Network Administration, Data Center, Cabling, Wireless Networking, VoIP, Security Management, Remote Access, Storage Solutions, RAID, FTP, Internet Services, Mail Server, Email Management, Windows Server, Windows 7, Mac OS X, Email Solutions, MS Office Suite, Adobe Creative Suite, Filemaker Pro, Graphic Arts, Large Format Printing, Offset Printing, Photography, Project Management, OS X, VPN, Software Documentation, Infrastructure, Windows, TCP/IP, Troubleshooting, Microsoft Office, Networking, MS Project, Information Technology, Business Analysis, Vendor Management, WAN, Hardware, Process Improvement, FileMaker, SharePoint, IT Management, Microsoft SQL Server, Visio, Firewalls
Education
California University of Pennsylvania 1982 — 1988
B.S, GRAPHIC COMMUNICATIONS, Electro-Graphics
Community College of Allegheny County 2010 — 2011
PMP Credential, Project Management
BNY Mellon February 2012 - Present
Pittsburgh Technical Institute 2005 - Present
ConsultUSA June 2011 - February 2012
Native Staffing July 2010 - June 2011
Knepper Press March 1992 - December 2009
Knepper Press March 1992 - December 2009
INTERFORM SOLUTIONS January 1988 - January 1992
Skills
PMP, Project management, Infrastructure Planning, Network Administration, Data Center, Cabling, Wireless Networking, VoIP, Security Management, Remote Access, Storage Solutions, RAID, FTP, Internet Services, Mail Server, Email Management, Windows Server, Windows 7, Mac OS X, Email Solutions, MS Office Suite, Adobe Creative Suite, Filemaker Pro, Graphic Arts, Large Format Printing, Offset Printing, Photography, Project Management, OS X, VPN, Software Documentation, Infrastructure, Windows, TCP/IP, Troubleshooting, Microsoft Office, Networking, MS Project, Information Technology, Business Analysis, Vendor Management, WAN, Hardware, Process Improvement, FileMaker, SharePoint, IT Management, Microsoft SQL Server, Visio, Firewalls
Education
California University of Pennsylvania 1982 — 1988
B.S, GRAPHIC COMMUNICATIONS, Electro-Graphics
Community College of Allegheny County 2010 — 2011
PMP Credential, Project Management
Deborah Lorenzen's BNY Mellon Experience June 2013 - October 2014
Job Chief Operating Officer at State Street
Industry Banking
Experience
State Street November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon November 2011 - June 2013
BNY Mellon September 2008 - October 2011
The Bank of New York 2006 - 2007
The Bank of New York, Europe 2005 - 2006
Skills
Global Strategy, Negotiating Contracts, P&L, Pricing Strategy, Program Execution, Mentoring, Driving Results, Contract Negotiation, Vendor Management, Financial Services, Income Statement, Securities, Program Management, Strategy, Investments, Banking, Fixed Income, Management, Product Management, Back Office, SDLC, Process Improvement, Product Development, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Risk Management, Capital Markets, Fund Administration, Integration, Derivatives, Global Custody, Mutual Funds, Middle Office, Financial Markets, Finance
Education
Harvard Business School 2014 — 2014
HBX - Disruptive Strategy
University of Pennsylvania 2014 — 2014
Gamification
Harvard Business School 2012 — 2012
Global Strategic Management
Columbia University - Columbia Business School 1998 — 2000
EMBA, Finance
California State University, Fresno 1988 — 1990
BA, Economics, Journalism
State Street November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon November 2011 - June 2013
BNY Mellon September 2008 - October 2011
The Bank of New York 2006 - 2007
The Bank of New York, Europe 2005 - 2006
Skills
Global Strategy, Negotiating Contracts, P&L, Pricing Strategy, Program Execution, Mentoring, Driving Results, Contract Negotiation, Vendor Management, Financial Services, Income Statement, Securities, Program Management, Strategy, Investments, Banking, Fixed Income, Management, Product Management, Back Office, SDLC, Process Improvement, Product Development, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Risk Management, Capital Markets, Fund Administration, Integration, Derivatives, Global Custody, Mutual Funds, Middle Office, Financial Markets, Finance
Education
Harvard Business School 2014 — 2014
HBX - Disruptive Strategy
University of Pennsylvania 2014 — 2014
Gamification
Harvard Business School 2012 — 2012
Global Strategic Management
Columbia University - Columbia Business School 1998 — 2000
EMBA, Finance
California State University, Fresno 1988 — 1990
BA, Economics, Journalism
Edmund San-Martin's BNY Mellon Experience
Job Operations & Financial Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon
Skills
Valuation, Capital Markets, Financial Modeling, Derivatives, Finance, Investments, Corporate Finance, Fixed Income, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds
Education
California State University-Long Beach - College of Business Administration
BNY Mellon
Skills
Valuation, Capital Markets, Financial Modeling, Derivatives, Finance, Investments, Corporate Finance, Fixed Income, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds
Education
California State University-Long Beach - College of Business Administration
Erica Blair's BNY Mellon Experience October 2013 - Present
Job at
Industry Banking
Experience
BNY Mellon October 2013 - Present
Bank of New York Mellon August 2007 - Present
Skills
Banking, Investments, MBS, Financial Markets, Corporate Trust, Financial Modeling, Fixed Income
Education
California State University-Fullerton 1999 — 2008
BNY Mellon October 2013 - Present
Bank of New York Mellon August 2007 - Present
Skills
Banking, Investments, MBS, Financial Markets, Corporate Trust, Financial Modeling, Fixed Income
Education
California State University-Fullerton 1999 — 2008
Roger Fiery's BNY Mellon Experience August 2015 - Present
Job BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
T. Rowe Price May 1986 - July 2015
Skills
Mutual Funds, Alternative Investments, Fixed Income, Securities, Financial Services, Asset Management, Equities
Education
Bucknell University 1977 — 1981
BNY Mellon August 2015 - Present
T. Rowe Price May 1986 - July 2015
Skills
Mutual Funds, Alternative Investments, Fixed Income, Securities, Financial Services, Asset Management, Equities
Education
Bucknell University 1977 — 1981
Scott Willis, CFA's BNY Mellon Experience August 2006 - June 2010
Job Financial Analyst at TD
Industry Banking
Experience
TD December 2013 - Present
Credit Suisse January 2012 - December 2013
Dahlman Rose & Co. June 2010 - January 2012
BNY Mellon August 2006 - June 2010
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Liquidation Analysis, Covenant Analysis, Equity Research Analysis, Analysis, Fixed Income
Education
Bucknell University 2002 — 2006
B.S. Business, Economics; history and business
TD December 2013 - Present
Credit Suisse January 2012 - December 2013
Dahlman Rose & Co. June 2010 - January 2012
BNY Mellon August 2006 - June 2010
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Liquidation Analysis, Covenant Analysis, Equity Research Analysis, Analysis, Fixed Income
Education
Bucknell University 2002 — 2006
B.S. Business, Economics; history and business
Dean Arzoian, PMP's BNY Mellon Experience June 2014 - March 2015
Job Business Project Manager Risk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - March 2015
Computer Enterprises, Inc September 2013 - June 2014
American Partners March 2013 - July 2013
Data Resources Technologies July 2012 - January 2013
BNY Mellon July 2010 - July 2012
State of Kansas June 2008 - July 2010
University of Kansas Medical Center July 2005 - May 2008
Kansas University Medical Center December 1997 - July 2005
Kansas University Medical Center June 1992 - December 1997
Self Employed June 1989 - June 1992
Skills
Project Management, International Project..., Higher Education, State Government, PeopleSoft, Healthcare, Financial Services, ERP, Integration, Cross-functional Team..., Requirements Analysis, Leadership, Management, Software Documentation, Software Development, Project Planning, Disaster Recovery, SDLC, MS Project, Data Warehousing, Budgets
Education
University of Missouri-Kansas City 2004 — 2006
Masters, Accounting
California State University-Los Angeles 1974 — 1978
Bachelor, Accounting
BNY Mellon June 2014 - March 2015
Computer Enterprises, Inc September 2013 - June 2014
American Partners March 2013 - July 2013
Data Resources Technologies July 2012 - January 2013
BNY Mellon July 2010 - July 2012
State of Kansas June 2008 - July 2010
University of Kansas Medical Center July 2005 - May 2008
Kansas University Medical Center December 1997 - July 2005
Kansas University Medical Center June 1992 - December 1997
Self Employed June 1989 - June 1992
Skills
Project Management, International Project..., Higher Education, State Government, PeopleSoft, Healthcare, Financial Services, ERP, Integration, Cross-functional Team..., Requirements Analysis, Leadership, Management, Software Documentation, Software Development, Project Planning, Disaster Recovery, SDLC, MS Project, Data Warehousing, Budgets
Education
University of Missouri-Kansas City 2004 — 2006
Masters, Accounting
California State University-Los Angeles 1974 — 1978
Bachelor, Accounting
Lindsay Schluge's BNY Mellon Experience June 2010 - March 2013
Job Account Executive at Blackbaud
Industry Computer Software
Experience
Blackbaud February 2015 - Present
Blackbaud June 2013 - March 2015
BNY Mellon June 2010 - March 2013
Menz Bonner and Komar LLP September 2009 - June 2010
Federal Home Loan Bank of Indianapolis June 2009 - September 2009
Bank of New York Mellon May 2008 - August 2008
Rolls-Royce North America June 2007 - August 2007
Skills
SaaS, Software Sales, Sales, CRM, Account Management, Real Estate, Investments, Financial Analysis, Marketing Strategy, Social Media Marketing, Event Planning
Education
Butler University
Bachelor of Science (B.S.), Finance
NYREI
New York Real Estate Salesperson
Roncalli High School
Blackbaud February 2015 - Present
Blackbaud June 2013 - March 2015
BNY Mellon June 2010 - March 2013
Menz Bonner and Komar LLP September 2009 - June 2010
Federal Home Loan Bank of Indianapolis June 2009 - September 2009
Bank of New York Mellon May 2008 - August 2008
Rolls-Royce North America June 2007 - August 2007
Skills
SaaS, Software Sales, Sales, CRM, Account Management, Real Estate, Investments, Financial Analysis, Marketing Strategy, Social Media Marketing, Event Planning
Education
Butler University
Bachelor of Science (B.S.), Finance
NYREI
New York Real Estate Salesperson
Roncalli High School
Brenda Tang's BNY Mellon Experience AccountantBNY Mellon2006 - 2010
Job Senior Accounting Analyst at BNY Mellon
Industry Accounting
Experience
BNY Mellon AccountantBNY Mellon2006 - 2010
Education
California State Polytechnic University-Pomona 1997 — 2002
BS, Accounting
BNY Mellon AccountantBNY Mellon2006 - 2010
Education
California State Polytechnic University-Pomona 1997 — 2002
BS, Accounting
Jake Domingo's BNY Mellon Experience April 2004 - December 2007
Job Vice President/Specialty Banking Group at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank December 2007 - Present
BNY Mellon April 2004 - December 2007
Union Bank of California November 2003 - November 2004
Union Bank of California January 2003 - November 2003
Skills
Banking, Cash Management, Treasury Management, Portfolio Management, Risk Management, Deposits, Relationship Management, Commercial Banking, Consumer Lending, Private Banking, Lines Of Credit, Financial Analysis, Mortgage Lending, Retail Banking
Education
California State University-Northridge 1999 — 2001
Bachelor of Arts (B.A.), Media Arts & Communications
Indiana University Bloomington 1996 — 1997
Telecommunications Major
Citizens Business Bank December 2007 - Present
BNY Mellon April 2004 - December 2007
Union Bank of California November 2003 - November 2004
Union Bank of California January 2003 - November 2003
Skills
Banking, Cash Management, Treasury Management, Portfolio Management, Risk Management, Deposits, Relationship Management, Commercial Banking, Consumer Lending, Private Banking, Lines Of Credit, Financial Analysis, Mortgage Lending, Retail Banking
Education
California State University-Northridge 1999 — 2001
Bachelor of Arts (B.A.), Media Arts & Communications
Indiana University Bloomington 1996 — 1997
Telecommunications Major
Nicole Everhart-Sundberg's BNY Mellon Experience March 2014 - Present
Job NAV Ops Investment Accountant Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
Comprehensive Investment Solutions, LLC November 2012 - February 2014
BNP Paribas March 2007 - August 2009
Nuveen Investments March 2005 - January 2007
Nuveen Investments 2005 - 2007
Wachovia Wealth Management September 2003 - March 2005
PNC Investments/ PFPC Trust Company May 2001 - September 2003
Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services
Education
Bucknell University 1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3
BNY Mellon March 2014 - Present
Comprehensive Investment Solutions, LLC November 2012 - February 2014
BNP Paribas March 2007 - August 2009
Nuveen Investments March 2005 - January 2007
Nuveen Investments 2005 - 2007
Wachovia Wealth Management September 2003 - March 2005
PNC Investments/ PFPC Trust Company May 2001 - September 2003
Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services
Education
Bucknell University 1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3
Lara Henry's BNY Mellon Experience December 1998 - Present
Job Vice President/Asset Servicing
Industry Financial Services
Experience
BNY Mellon December 1998 - Present
Skills
Equity Research, Fund Accounting, Financial Modeling, Derivatives, Bloomberg, Accounting, Finance, General Ledger, Financial Services, Management, Equities, Fixed Income, Asset Management, Banking, Mutual Funds
Education
Hope College 1988 — 1991
Sociology and Anthropology
CSU Chico
Bachelor of Arts (B.A.), Social Sciences
BNY Mellon December 1998 - Present
Skills
Equity Research, Fund Accounting, Financial Modeling, Derivatives, Bloomberg, Accounting, Finance, General Ledger, Financial Services, Management, Equities, Fixed Income, Asset Management, Banking, Mutual Funds
Education
Hope College 1988 — 1991
Sociology and Anthropology
CSU Chico
Bachelor of Arts (B.A.), Social Sciences
Sonia Flores's BNY Mellon Experience September 2006 - August 2007
Job VP Sr Relationship Manager at Union Bank
Industry Banking
Experience
MUFG Union Bank January 2013 - Present
Deutsche Bank September 2007 - January 2013
BNY-Mellon September 2006 - August 2007
JPMorganChase September 2005 - August 2006
Union Bank April 1997 - August 2005
Bank of America 1992 - 1997
Skills
DTC, Local Government, Mutual Funds, Municipal Law, State Government, Trusts, Trustee, Bonds, Debt Management, Microsoft Office, Lotus Notes, Team Leadership, Client Relationship..., Client Services, Customer Presentations, Training & Development, SEC reporting, Public Finance, Government Contracts, Transportation, Sales Tax, Cash Flow Management, Cash Management, Private Placements, Program Management, Financial Services, Project Finance, Structured Finance, Financial Structuring
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
MUFG Union Bank January 2013 - Present
Deutsche Bank September 2007 - January 2013
BNY-Mellon September 2006 - August 2007
JPMorganChase September 2005 - August 2006
Union Bank April 1997 - August 2005
Bank of America 1992 - 1997
Skills
DTC, Local Government, Mutual Funds, Municipal Law, State Government, Trusts, Trustee, Bonds, Debt Management, Microsoft Office, Lotus Notes, Team Leadership, Client Relationship..., Client Services, Customer Presentations, Training & Development, SEC reporting, Public Finance, Government Contracts, Transportation, Sales Tax, Cash Flow Management, Cash Management, Private Placements, Program Management, Financial Services, Project Finance, Structured Finance, Financial Structuring
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
Doris Morin's BNY Mellon Experience 1986 - 1990
Job Director, Accounts Receivables & Billings at National Association of Home Builders
Industry Financial Services
Experience
National Association of Home Builders April 2011 - Present
Billabong September 2009 - August 2010
Hertz Equipment Rental 2004 - 2009
James Hardie Building Products 1998 - 2003
Bravo Sports 1996 - 1998
Guess 1990 - 1995
Irving Commercial 1986 - 1992
BNY Mellon 1986 - 1990
Skills
Credit, Customer Relations, Strategic Planning, Business Planning, Process Improvement, Microsoft Office, Financial Analysis, Negotiation, Excel, Mergers, Contract Negotiation, Accounts Receivable, Pricing, Sales, Operations Management, Team Building, Account Management, Customer Service, Budgets, Sales Management, Microsoft Excel, Forecasting, Accounting, Insurance, Change Management, Outlook, Recruiting, Inventory Management, Microsoft Word, Leadership, Invoicing, Management, Business Strategy, Customer Satisfaction, Credit Risk, Financial Risk, Finance, Risk Management, Internal Audit, Training, Contract Management, Banking
Education
California State University-Fullerton 1972 — 1975
BA, Business, History, Teaching Credential
National Association of Home Builders April 2011 - Present
Billabong September 2009 - August 2010
Hertz Equipment Rental 2004 - 2009
James Hardie Building Products 1998 - 2003
Bravo Sports 1996 - 1998
Guess 1990 - 1995
Irving Commercial 1986 - 1992
BNY Mellon 1986 - 1990
Skills
Credit, Customer Relations, Strategic Planning, Business Planning, Process Improvement, Microsoft Office, Financial Analysis, Negotiation, Excel, Mergers, Contract Negotiation, Accounts Receivable, Pricing, Sales, Operations Management, Team Building, Account Management, Customer Service, Budgets, Sales Management, Microsoft Excel, Forecasting, Accounting, Insurance, Change Management, Outlook, Recruiting, Inventory Management, Microsoft Word, Leadership, Invoicing, Management, Business Strategy, Customer Satisfaction, Credit Risk, Financial Risk, Finance, Risk Management, Internal Audit, Training, Contract Management, Banking
Education
California State University-Fullerton 1972 — 1975
BA, Business, History, Teaching Credential
Christine McMurtrie Stella's BNY Mellon Experience June 2013 - Present
Job BDS Project Support Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
State Street December 2009 - June 2013
Morgan Stanley Investment Management October 1998 - November 2009
Delaware Investments March 1990 - October 1998
Education
Cabrini College 1985 — 1989
B.S., Accounting
BNY Mellon June 2013 - Present
State Street December 2009 - June 2013
Morgan Stanley Investment Management October 1998 - November 2009
Delaware Investments March 1990 - October 1998
Education
Cabrini College 1985 — 1989
B.S., Accounting
Joe Ordonez's BNY Mellon Experience May 2011 - December 2011
Job Mid Market Sales Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
Alyssa Moreira's BNY Mellon Experience April 2000 - October 2010
Job Wire Transfer Specialist at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank February 2012 - Present
BNY Mellon April 2000 - October 2010
Winter Hill Bank April 1999 - April 2000
Education
Bunker Hill Community College 2011 — 2014
Lesley University 1997 — 1998
Elementary Education
Boston Private Bank February 2012 - Present
BNY Mellon April 2000 - October 2010
Winter Hill Bank April 1999 - April 2000
Education
Bunker Hill Community College 2011 — 2014
Lesley University 1997 — 1998
Elementary Education
Chang Park's BNY Mellon Experience September 2012 - Present
Job Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon September 2012 - Present
Kim and Lee CPA Corp December 2010 - August 2012
SB Investment, LLC January 2007 - July 2007
Skills
Excel, Accounting, Microsoft Office, Word, PowerPoint, CPA, Microsoft Excel, Account Reconciliation, Accounts Payable, Auditing, Financial Analysis, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, Management, Microsoft Word, Tax
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2009
California State University-San Bernardino
M.B.A; M.B.A, Accounting; Finance
BNY Mellon September 2012 - Present
Kim and Lee CPA Corp December 2010 - August 2012
SB Investment, LLC January 2007 - July 2007
Skills
Excel, Accounting, Microsoft Office, Word, PowerPoint, CPA, Microsoft Excel, Account Reconciliation, Accounts Payable, Auditing, Financial Analysis, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, Management, Microsoft Word, Tax
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2009
California State University-San Bernardino
M.B.A; M.B.A, Accounting; Finance
Kit Y Lau's BNY Mellon Experience November 2005 - November 2009
Job Operations Analyst at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc. December 2013 - Present
Bailard Inc July 2013 - December 2013
Savitr Capital November 2010 - February 2013
BNY Mellon November 2005 - November 2009
Wells Fargo Investments June 2000 - July 2005
Sutro & Co August 1999 - June 2000
Franklin Templeton Investments February 1998 - June 1999
BARABAN SECURITIES INC January 1995 - December 1997
Skills
Electronic Trading, Securities, Fixed Income, Back Office, FX Spot, FX Swaps, Global and Domestic..., Cash, Trade and...
Education
California State University-Long Beach
BA, Home Economics
Bailard, Inc. December 2013 - Present
Bailard Inc July 2013 - December 2013
Savitr Capital November 2010 - February 2013
BNY Mellon November 2005 - November 2009
Wells Fargo Investments June 2000 - July 2005
Sutro & Co August 1999 - June 2000
Franklin Templeton Investments February 1998 - June 1999
BARABAN SECURITIES INC January 1995 - December 1997
Skills
Electronic Trading, Securities, Fixed Income, Back Office, FX Spot, FX Swaps, Global and Domestic..., Cash, Trade and...
Education
California State University-Long Beach
BA, Home Economics
Eric Souders, CFA's BNY Mellon Experience February 2007 - February 2009
Job Vice President, Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock August 2012 - Present
Payden & Rygel February 2009 - August 2012
BNY Mellon February 2007 - February 2009
Newport Micro Partners LLC January 2006 - February 2007
Skills
Fixed Income, Credit, Residential Mortgages, Government Bonds, Portfolio Management, Asset Allocation, Equities, Bloomberg, Microsoft Excel, Trading, Bonds, Investment Strategies, Hedge Funds, Investment Management, Investments, Asset Management, Securities
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts - Business, Finance
CFA
BlackRock August 2012 - Present
Payden & Rygel February 2009 - August 2012
BNY Mellon February 2007 - February 2009
Newport Micro Partners LLC January 2006 - February 2007
Skills
Fixed Income, Credit, Residential Mortgages, Government Bonds, Portfolio Management, Asset Allocation, Equities, Bloomberg, Microsoft Excel, Trading, Bonds, Investment Strategies, Hedge Funds, Investment Management, Investments, Asset Management, Securities
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts - Business, Finance
CFA
Kevin Werkmeister's BNY Mellon Experience June 2013 - Present
Job VESTED INTEREST ACCOUNT MANAGER at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
BNY Mellon June 2013 - Present
PNC January 1998 - August 2012
PNC January 1996 - September 1998
PNC Bank January 1980 - January 1996
Skills
Securities, Mutual Funds, Wealth Management, Financial Services, Investments, Portfolio Management, Equities, Asset Managment, Series 7, Management, Asset Allocation, Financial Analysis, Risk Management, Banking, Credit, Trading, Fixed Income, Leadership, Asset Management, Relationship Management, Bloomberg, Hedge Funds, Alternative Investments, Capital Markets, Financial Risk, Loans, AML, Financial Planning, Strategic Financial..., Cash Management, Retirement Solutions
Education
Bucknell University 1988 — 1990
ABA Graduate School of Trust, Trust Management, PASS (Pass or Fail)
University of Pittsburgh 1985 — 1990
Bachelors in Science, Business Law and Accounting, A
PNC March 2015 - Present
BNY Mellon June 2013 - Present
PNC January 1998 - August 2012
PNC January 1996 - September 1998
PNC Bank January 1980 - January 1996
Skills
Securities, Mutual Funds, Wealth Management, Financial Services, Investments, Portfolio Management, Equities, Asset Managment, Series 7, Management, Asset Allocation, Financial Analysis, Risk Management, Banking, Credit, Trading, Fixed Income, Leadership, Asset Management, Relationship Management, Bloomberg, Hedge Funds, Alternative Investments, Capital Markets, Financial Risk, Loans, AML, Financial Planning, Strategic Financial..., Cash Management, Retirement Solutions
Education
Bucknell University 1988 — 1990
ABA Graduate School of Trust, Trust Management, PASS (Pass or Fail)
University of Pittsburgh 1985 — 1990
Bachelors in Science, Business Law and Accounting, A
Charlotte Albert's BNY Mellon Experience June 2000 - Present
Job Training Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2000 - Present
prudential May 1989 - May 2000
Hechingers May 1983 - August 1989
Skills
Financial Services, Curriculum Design, Mutual Funds, Process Improvement, Training, Training Delivery, Program Management, Investments, Performance Management, Talent Management, Leadership Development, Project Management, Needs Analysis, Equities, Banking, Employee Engagement, Business Analysis, Management, Vendor Management
Education
Bucks County Community College
BS, Business
BNY Mellon June 2000 - Present
prudential May 1989 - May 2000
Hechingers May 1983 - August 1989
Skills
Financial Services, Curriculum Design, Mutual Funds, Process Improvement, Training, Training Delivery, Program Management, Investments, Performance Management, Talent Management, Leadership Development, Project Management, Needs Analysis, Equities, Banking, Employee Engagement, Business Analysis, Management, Vendor Management
Education
Bucks County Community College
BS, Business
Cheryl Mistic's BNY Mellon Experience April 2011 - October 2011
Job Configuration Management & Release Specialist at Penn Mutual
Industry Information Technology and Services
Experience
Penn Mutual October 2012 - Present
HP Enterprise Services December 2011 - June 2012
BNY Mellon April 2011 - October 2011
Harte-Hanks, Inc. 1995 - 2009
Charming Shoppes 1989 - 1995
KeyCorp 1986 - 1989
Rich Products Corporation 1983 - 1986
Skills
IBM Mainframe, TSO, MVS, CICS, JCL, VSAM, COBOL, IBM Utilities, FTP, Easytrieve, Endeavor, ISPF, Panvalet, XP, NDM, VPN, Analysis, Lotus Notes, SharePoint, SQL, SDLC, Mainframe, Fileaid, z/OS, Syncsort, SDSF
Education
Bucks County Community College 2010 — 2010
Certificate, Intro to T-SQL and C# .NET programming
State University of New York College at Buffalo 1981 — 1983
Bachelor of Science, Management Information Systems
Niagara County Community College 1979 — 1981
Associate in Applied Science, Data Processing
Penn Mutual October 2012 - Present
HP Enterprise Services December 2011 - June 2012
BNY Mellon April 2011 - October 2011
Harte-Hanks, Inc. 1995 - 2009
Charming Shoppes 1989 - 1995
KeyCorp 1986 - 1989
Rich Products Corporation 1983 - 1986
Skills
IBM Mainframe, TSO, MVS, CICS, JCL, VSAM, COBOL, IBM Utilities, FTP, Easytrieve, Endeavor, ISPF, Panvalet, XP, NDM, VPN, Analysis, Lotus Notes, SharePoint, SQL, SDLC, Mainframe, Fileaid, z/OS, Syncsort, SDSF
Education
Bucks County Community College 2010 — 2010
Certificate, Intro to T-SQL and C# .NET programming
State University of New York College at Buffalo 1981 — 1983
Bachelor of Science, Management Information Systems
Niagara County Community College 1979 — 1981
Associate in Applied Science, Data Processing
Erik Wolfenson's BNY Mellon Experience April 2012 - Present
Job Director at BNY Mellon Investment Servicing
Industry Accounting
Experience
BNY Mellon April 2012 - Present
PwC December 1998 - April 2012
PricewaterhouseCoopers December 1998 - April 2012
Skills
SSAE 16, Assurance, SEC filings, External Audit, SAS70, Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Audits, Fund Accounting
Education
Rider University 1990 — 1992
Bachelor of Science (BS), Accounting
Bucks County Community College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
BNY Mellon April 2012 - Present
PwC December 1998 - April 2012
PricewaterhouseCoopers December 1998 - April 2012
Skills
SSAE 16, Assurance, SEC filings, External Audit, SAS70, Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Audits, Fund Accounting
Education
Rider University 1990 — 1992
Bachelor of Science (BS), Accounting
Bucks County Community College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
Timothy Mamoyac's BNY Mellon Experience March 2012 - June 2013
Job Analyst
Industry Banking
Experience
Zenith Education Group October 2013 - Present
BNY Mellon March 2012 - June 2013
Standpoint Capital November 2009 - January 2012
EVOLVE, CREATE November 2008 - November 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Data Analysis, PowerPoint, Word, Acess, Research, Market Analysis, Outlook, Business Strategy, Corporate Finance, Economics, Management, Microsoft Excel, Microsoft Word, Entrepreneurship, Budgets, Financial Reporting, Marketing, Capital Markets, Sales, Financial Modeling, Managerial Finance, Customer Service, Risk Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
B.S., Finance
University of California, Long Beach (2005 - 2009) 2005 — 2009
Bachelor of Science, Business Administration
Zenith Education Group October 2013 - Present
BNY Mellon March 2012 - June 2013
Standpoint Capital November 2009 - January 2012
EVOLVE, CREATE November 2008 - November 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Data Analysis, PowerPoint, Word, Acess, Research, Market Analysis, Outlook, Business Strategy, Corporate Finance, Economics, Management, Microsoft Excel, Microsoft Word, Entrepreneurship, Budgets, Financial Reporting, Marketing, Capital Markets, Sales, Financial Modeling, Managerial Finance, Customer Service, Risk Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
B.S., Finance
University of California, Long Beach (2005 - 2009) 2005 — 2009
Bachelor of Science, Business Administration
Tanawit Boonteppratan's BNY Mellon Experience May 2014 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
HedgeMark International LLC October 2011 - May 2014
Wilshire Associates June 1999 - October 2011
Skills
C#, ASP.NET MVC, LINQ, XML, ASP, JavaScript, jQuery, SQL, Entity Framework, Visual Basic, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Valuation, SDLC, Asset Management, Microsoft SQL Server, Database Design, VBA
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Science
BNY Mellon May 2014 - Present
HedgeMark International LLC October 2011 - May 2014
Wilshire Associates June 1999 - October 2011
Skills
C#, ASP.NET MVC, LINQ, XML, ASP, JavaScript, jQuery, SQL, Entity Framework, Visual Basic, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Valuation, SDLC, Asset Management, Microsoft SQL Server, Database Design, VBA
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Science
Sharon Osuna's BNY Mellon Experience February 1999 - June 2000
Job Business Analyst
Industry Investment Management
Experience
Franklin Templeton Investments February 2005 - May 2007
Franklin Templeton Investments August 2000 - February 2005
BNY Mellon February 1999 - June 2000
Scudder Investments November 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Fund Accounting, Charles River IMS, Financial Statements, Financial Reporting, Axys, Banking, Accounting, Fund Administration, Morningstar, Fixed Income Analysis, Investment Management, Depository Operations, Equity Trading, Cash Management, Corporate Actions, Mutual Funds
Education
Nova Southeastern University 2002 — 2006
BS, Accounting
Bunker Hill Community College 1991 — 1996
Associate of Science (AS), Accounting and Business/Management
Franklin Templeton Investments February 2005 - May 2007
Franklin Templeton Investments August 2000 - February 2005
BNY Mellon February 1999 - June 2000
Scudder Investments November 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Fund Accounting, Charles River IMS, Financial Statements, Financial Reporting, Axys, Banking, Accounting, Fund Administration, Morningstar, Fixed Income Analysis, Investment Management, Depository Operations, Equity Trading, Cash Management, Corporate Actions, Mutual Funds
Education
Nova Southeastern University 2002 — 2006
BS, Accounting
Bunker Hill Community College 1991 — 1996
Associate of Science (AS), Accounting and Business/Management
Dan Warnock's BNY Mellon Experience February 2005 - March 2015
Job Contractor at WinCorp Solutions
Industry Financial Services
Experience
Independent July 2015 - Present
WinCorp Solutions March 2015 - July 2015
BNY Mellon February 2005 - March 2015
AIG July 2000 - November 2004
TCW July 1995 - July 2000
Skills
Investments, Securities, Bloomberg Terminal, Hedge Funds, Equities, Corporate Actions, Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Fund Administration, Financial Services, Bonds, Asset Management, Fund Of Funds, Derivatives, Capital Markets, Valuation, Private Equity, Portfolio Management, Investment Management, Structured Products, Investment Banking, Investment Strategies, Finance, Equity Research, Series 63, Financial Analysis, Asset Allocation, Series 7, Trading, Financial Modeling, Middle Office, Wealth Management, Swaps, Institutional..., Separately Managed..., ETFs, Investment Advisory, Settlement, Emerging Markets, Back Office, Global Custody, Accounting, Financial Reporting
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Information Systems
Cal State Hayward 1993 — 1994
BS, Finance
Independent July 2015 - Present
WinCorp Solutions March 2015 - July 2015
BNY Mellon February 2005 - March 2015
AIG July 2000 - November 2004
TCW July 1995 - July 2000
Skills
Investments, Securities, Bloomberg Terminal, Hedge Funds, Equities, Corporate Actions, Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Fund Administration, Financial Services, Bonds, Asset Management, Fund Of Funds, Derivatives, Capital Markets, Valuation, Private Equity, Portfolio Management, Investment Management, Structured Products, Investment Banking, Investment Strategies, Finance, Equity Research, Series 63, Financial Analysis, Asset Allocation, Series 7, Trading, Financial Modeling, Middle Office, Wealth Management, Swaps, Institutional..., Separately Managed..., ETFs, Investment Advisory, Settlement, Emerging Markets, Back Office, Global Custody, Accounting, Financial Reporting
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Information Systems
Cal State Hayward 1993 — 1994
BS, Finance
Regis Lahey's BNY Mellon Experience
Job Compliance & Risk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Mutual Funds, Financial Risk, Portfolio Management, Securities, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Wealth Management, Alternative Investments, Financial Services, Asset Management, Capital Markets, Investments, Asset Allocation, Bonds, Financial Markets, Investment Banking, Banking, Trading, Investment Strategies, FX Options, Investment Management
Education
Bucknell University 1988 — 1991
Gradulate diploma in Banking and Trust, Personal and Corporate Trust, 3.80 QPA
Robert Morris University 1978 — 1981
Bachelor of Science (BS) BA, Business Administration and Management, General, 3.85 QPA
Educational Enterprises of New York
Certificate in Business Writing, Professional, Technical, Business, and Scientific Writing, 4.0 QPA
BNY Mellon
Skills
Mutual Funds, Financial Risk, Portfolio Management, Securities, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Wealth Management, Alternative Investments, Financial Services, Asset Management, Capital Markets, Investments, Asset Allocation, Bonds, Financial Markets, Investment Banking, Banking, Trading, Investment Strategies, FX Options, Investment Management
Education
Bucknell University 1988 — 1991
Gradulate diploma in Banking and Trust, Personal and Corporate Trust, 3.80 QPA
Robert Morris University 1978 — 1981
Bachelor of Science (BS) BA, Business Administration and Management, General, 3.85 QPA
Educational Enterprises of New York
Certificate in Business Writing, Professional, Technical, Business, and Scientific Writing, 4.0 QPA
Lou Flori's BNY Mellon Experience 1999 - 2008
Job Vice President, Capital Markets at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2008 - Present
BNY Mellon 1999 - 2008
First Union 1992 - 1999
US Army 1991 - 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA, Management
Bucknell University 1987 — 1991
BA, Economics and Math
Principal Financial Group 2008 - Present
BNY Mellon 1999 - 2008
First Union 1992 - 1999
US Army 1991 - 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA, Management
Bucknell University 1987 — 1991
BA, Economics and Math
Peter Napravnik's BNY Mellon Experience July 2007 - August 2011
Job Sr. Accountant OptumRx
Industry Accounting
Experience
OptumRx 2011 - Present
BNY Mellon July 2007 - August 2011
BNY Mellon August 2004 - July 2007
Skills
Accounting, QuickBooks, Internal Controls, Account Reconciliation, Financial Reporting, Financial Analysis, Forecasting, General Ledger, Leadership
Education
Cal State Fullerton 2001 — 2004
MBA, Finance Concentration
UC Berkeley 1999 — 2001
BA, Economics
OptumRx 2011 - Present
BNY Mellon July 2007 - August 2011
BNY Mellon August 2004 - July 2007
Skills
Accounting, QuickBooks, Internal Controls, Account Reconciliation, Financial Reporting, Financial Analysis, Forecasting, General Ledger, Leadership
Education
Cal State Fullerton 2001 — 2004
MBA, Finance Concentration
UC Berkeley 1999 — 2001
BA, Economics
James Ulinski's BNY Mellon Experience November 2014 - Present
Job USD Cash Processing Support at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon February 2001 - November 2014
US Navy August 1989 - August 1997
Skills
Customer Service, Financial Analysis, Banking, Accounting, Finance, Microsoft Excel, PowerPoint, Financial Services, Project Management, Data Analysis, Business Innovation, Training & Development, SWIFT Payments, SWIFT Messaging
Education
United States Merchant Marine Academy 2004 — 2004
Computer Security
Bucks County Community College 1998 — 1999
Business Adminstration/Computer Science
Radioman/Computer Security School USN 1995 — 1995
Radio Technician/Operator /Computer Security
Secretarial School USN 1991 — 1991
Administrative Assistant and Secretarial Science, General
Freedom Area High School 1985 — 1989
BNY Mellon November 2014 - Present
BNY Mellon February 2001 - November 2014
US Navy August 1989 - August 1997
Skills
Customer Service, Financial Analysis, Banking, Accounting, Finance, Microsoft Excel, PowerPoint, Financial Services, Project Management, Data Analysis, Business Innovation, Training & Development, SWIFT Payments, SWIFT Messaging
Education
United States Merchant Marine Academy 2004 — 2004
Computer Security
Bucks County Community College 1998 — 1999
Business Adminstration/Computer Science
Radioman/Computer Security School USN 1995 — 1995
Radio Technician/Operator /Computer Security
Secretarial School USN 1991 — 1991
Administrative Assistant and Secretarial Science, General
Freedom Area High School 1985 — 1989
Lou Flori's BNY Mellon Experience August 2002 - June 2008
Job at Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group 2008 - Present
BNY Mellon August 2002 - June 2008
BNY Mellon June 1999 - August 2002
Skills
Fixed Income, Underwriting, Portfolio Management, Securities, Asset Management, Financial Analysis, Financial Modeling, Insurance, Financial Services, Valuation, Investment Banking, Credit Analysis
Education
University of Pittsburgh 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Bucknell University 1987 — 1991
Bachelor of Arts (BA), Economics
The Principal Financial Group 2008 - Present
BNY Mellon August 2002 - June 2008
BNY Mellon June 1999 - August 2002
Skills
Fixed Income, Underwriting, Portfolio Management, Securities, Asset Management, Financial Analysis, Financial Modeling, Insurance, Financial Services, Valuation, Investment Banking, Credit Analysis
Education
University of Pittsburgh 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Bucknell University 1987 — 1991
Bachelor of Arts (BA), Economics
Cody Manship's BNY Mellon Experience June 2013 - February 2015
Job at
Industry Accounting
Experience
Mcmenomy & Richmond CPA February 2015 - Present
BNY Mellon June 2013 - February 2015
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, QuickBooks, Tax Preparation, Bookkeeping, Account Reconciliation, US GAAP, Auditing, Financial Analysis, Microsoft Word, Accounts Payable, Tax, Income Tax, Microsoft Office, PowerPoint, Accounts Receivable, General Ledger, Internal Controls, GAAP
Education
California Baptist University 2010 — 2013
Bachelor's degree, Accounting
California Baptist University 2010 — 2013
Master of Business Administration (MBA), Accounting
Mcmenomy & Richmond CPA February 2015 - Present
BNY Mellon June 2013 - February 2015
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, QuickBooks, Tax Preparation, Bookkeeping, Account Reconciliation, US GAAP, Auditing, Financial Analysis, Microsoft Word, Accounts Payable, Tax, Income Tax, Microsoft Office, PowerPoint, Accounts Receivable, General Ledger, Internal Controls, GAAP
Education
California Baptist University 2010 — 2013
Bachelor's degree, Accounting
California Baptist University 2010 — 2013
Master of Business Administration (MBA), Accounting
Eileen Babe's BNY Mellon Experience June 2014 - Present
Job Sr Specialist, Pricing/Derivative Processor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Leading Edge Logistics February 2012 - Present
BNY Mellon September 1998 - Present
Education
Cabrini College 1994 — 1998
BS, Accounting
BNY Mellon June 2014 - Present
Leading Edge Logistics February 2012 - Present
BNY Mellon September 1998 - Present
Education
Cabrini College 1994 — 1998
BS, Accounting
Jerald T Faulstich's BNY Mellon Experience June 2004 - September 2014
Job Program Manager at Allegient, LLC
Industry Information Technology and Services
Experience
Allegient, LLC October 2014 - Present
BNY Mellon June 2004 - September 2014
BNY Mellon February 2011 - January 2014
SunGard 2002 - 2004
ING North America 2001 - 2002
The Bank of New York 2000 - 2001
Conseco Services, LLC 1997 - 2000
Skills
BANK OPERATING..., ISO7775, 15022 and..., Large Scale Project..., Client Relationship..., Collaborative Leadership, Risk Mitigation, Articulate Presentation..., Financial Services, Treasury Management, Bonds, Project Management, Mutual Funds, Risk Management, CRM, Cash Management, Treasury, Settlement, Leadership, Securities, Credit Risk, Fixed Income
Education
Butler University 1993 — 1996
Bachelor of Science (BS), Finance, General
Allegient, LLC October 2014 - Present
BNY Mellon June 2004 - September 2014
BNY Mellon February 2011 - January 2014
SunGard 2002 - 2004
ING North America 2001 - 2002
The Bank of New York 2000 - 2001
Conseco Services, LLC 1997 - 2000
Skills
BANK OPERATING..., ISO7775, 15022 and..., Large Scale Project..., Client Relationship..., Collaborative Leadership, Risk Mitigation, Articulate Presentation..., Financial Services, Treasury Management, Bonds, Project Management, Mutual Funds, Risk Management, CRM, Cash Management, Treasury, Settlement, Leadership, Securities, Credit Risk, Fixed Income
Education
Butler University 1993 — 1996
Bachelor of Science (BS), Finance, General
Meena Vishwanathan, CPA's BNY Mellon Experience August 2008 - August 2009
Job Accounting Professional
Industry Financial Services
Experience
BNY Mellon August 2008 - August 2009
Rothstein Kass January 2005 - April 2007
Standard Chartered Bank September 2000 - June 2001
PwC August 1997 - August 2000
Skills
Accounting, Audit, Financial Reporting, Auditing
Education
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accounting
BNY Mellon August 2008 - August 2009
Rothstein Kass January 2005 - April 2007
Standard Chartered Bank September 2000 - June 2001
PwC August 1997 - August 2000
Skills
Accounting, Audit, Financial Reporting, Auditing
Education
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accounting
Lauren McGuiggan's BNY Mellon Experience 2010 - 2012
Job Customer Relations Representative at Avedro, Inc.
Industry Management Consulting
Experience
Avedro, Inc. September 2014 - Present
KNFB Reading Technology, Inc. May 2014 - September 2014
KNFB Reading Technology, Inc. January 2013 - September 2014
KurzweilAI.net June 2012 - September 2014
KNFB Reading Techonology, Inc June 2012 - September 2014
Kurzweil Technologies, Inc. & KNFB Reading Technology, Inc. June 2012 - December 2013
BNY Mellon 2010 - 2012
Lifestyle Lift May 2011 - June 2011
Marist Brothers of NH, Inc. June 2008 - August 2010
Skills
Computer Skills:..., Language Skills:..., Social Media, Analysis, Public Relations, Research, Microsoft Excel, Management, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Project Management, Data Analysis, Databases
Education
Bucknell University 2008 — 2012
BSBA, Business Administration and Management, General
Universidad de Granada 2010 — 2010
Avedro, Inc. September 2014 - Present
KNFB Reading Technology, Inc. May 2014 - September 2014
KNFB Reading Technology, Inc. January 2013 - September 2014
KurzweilAI.net June 2012 - September 2014
KNFB Reading Techonology, Inc June 2012 - September 2014
Kurzweil Technologies, Inc. & KNFB Reading Technology, Inc. June 2012 - December 2013
BNY Mellon 2010 - 2012
Lifestyle Lift May 2011 - June 2011
Marist Brothers of NH, Inc. June 2008 - August 2010
Skills
Computer Skills:..., Language Skills:..., Social Media, Analysis, Public Relations, Research, Microsoft Excel, Management, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Project Management, Data Analysis, Databases
Education
Bucknell University 2008 — 2012
BSBA, Business Administration and Management, General
Universidad de Granada 2010 — 2010
Rojana Punlert's BNY Mellon Experience March 2013 - Present
Job Alternative Investments Accountant at BNY Mellon
Industry Real Estate
Experience
BNY Mellon March 2013 - Present
KF Properties, Inc. July 2010 - March 2013
Skills
Yardi Voyager, Yardi Enterprise, MRI Software, Fund Accounting, Total Return, Alternative Investments, Asset Management, Microsoft Excel, Microsoft Word, PowerPoint, General Ledger, Real Estate, Leases, Cash Management, Accounts Receivable, Accounts Payable, Property Management, Real Estate Due..., Variance Analysis, Financial Reporting, Financial Services, Commercial Real Estate, Budgets, CAM, REIT, Financial Analysis
Education
California State Polytechnic University-Pomona 2003 — 2007
Bachelor's Degree, Business Administration with a concentration in Finance
BNY Mellon March 2013 - Present
KF Properties, Inc. July 2010 - March 2013
Skills
Yardi Voyager, Yardi Enterprise, MRI Software, Fund Accounting, Total Return, Alternative Investments, Asset Management, Microsoft Excel, Microsoft Word, PowerPoint, General Ledger, Real Estate, Leases, Cash Management, Accounts Receivable, Accounts Payable, Property Management, Real Estate Due..., Variance Analysis, Financial Reporting, Financial Services, Commercial Real Estate, Budgets, CAM, REIT, Financial Analysis
Education
California State Polytechnic University-Pomona 2003 — 2007
Bachelor's Degree, Business Administration with a concentration in Finance
Michael Sum's BNY Mellon Experience August 2006 - August 2008
Job Software Engineer at Synermed
Industry Computer Software
Experience
Synermed October 2008 - Present
BNY Mellon August 2006 - August 2008
Indymac Bank October 2000 - April 2006
Skills
C#, MVC 3,4,5, ASP.NET MVC, Web API, Unity, Dependency Injection, ADO.NET, Entity Framework, Lambda Expression, WCF, VB.NET, HTML 4,5, CSS, jQuery, JavaScript, AJAX, AngularJS, Bootstrap, Scrum, T-SQL, Microsoft SQL Server, Stored Procedures, Database Design, SQL, SSIS, SSRS, XML, ASP.NET, IIS, .NET, TFS, Software Development, Visio, Web Services, Databases, SDLC, Crystal Reports, Visual Studio, VBScript, Web Applications, XSLT, LINQ, Visual Basic, Application Architecture, Business Objects, Enterprise Architecture, Design Patterns
Education
California State University-Fullerton 1995 — 1997
Bachelor of Arts (B.A.), Management Information Systems, General
Synermed October 2008 - Present
BNY Mellon August 2006 - August 2008
Indymac Bank October 2000 - April 2006
Skills
C#, MVC 3,4,5, ASP.NET MVC, Web API, Unity, Dependency Injection, ADO.NET, Entity Framework, Lambda Expression, WCF, VB.NET, HTML 4,5, CSS, jQuery, JavaScript, AJAX, AngularJS, Bootstrap, Scrum, T-SQL, Microsoft SQL Server, Stored Procedures, Database Design, SQL, SSIS, SSRS, XML, ASP.NET, IIS, .NET, TFS, Software Development, Visio, Web Services, Databases, SDLC, Crystal Reports, Visual Studio, VBScript, Web Applications, XSLT, LINQ, Visual Basic, Application Architecture, Business Objects, Enterprise Architecture, Design Patterns
Education
California State University-Fullerton 1995 — 1997
Bachelor of Arts (B.A.), Management Information Systems, General
Christopher Casal's BNY Mellon Experience November 2009 - May 2014
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
BNY Mellon November 2009 - May 2014
State Street Bank February 2007 - October 2009
Skills
Fund Accounting, Bloomberg, Corporate Actions, Fixed Income, Mutual Funds, Securities, Equities, Global Custody, Derivatives, Financial Services, Valuation, Alternative Investments, Middle Office, Investment Strategies, Asset Allocation, Asset Management, Hedging, Back Office
Education
California State University-Hayward
Bachelor of Science (B.S.), Finance, General
BlackRock May 2014 - Present
BNY Mellon November 2009 - May 2014
State Street Bank February 2007 - October 2009
Skills
Fund Accounting, Bloomberg, Corporate Actions, Fixed Income, Mutual Funds, Securities, Equities, Global Custody, Derivatives, Financial Services, Valuation, Alternative Investments, Middle Office, Investment Strategies, Asset Allocation, Asset Management, Hedging, Back Office
Education
California State University-Hayward
Bachelor of Science (B.S.), Finance, General
Pierce Andy's BNY Mellon Experience July 2008 - July 2011
Job Telecommunications Analyst at Grifols
Industry Pharmaceuticals
Experience
Grifols August 2011 - Present
BNY Mellon July 2008 - July 2011
American Funds January 2007 - January 2008
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Arts (B.A.), History
North Carolina Central University School of Law
Grifols August 2011 - Present
BNY Mellon July 2008 - July 2011
American Funds January 2007 - January 2008
Education
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Arts (B.A.), History
North Carolina Central University School of Law
Helena Chiu's BNY Mellon Experience November 2007 - Present
Job Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2007 - Present
The Festival Companies August 1999 - July 2007
Realty Center Management Inc. August 1996 - August 1999
Education
Cal Poly Pomona
Bachelor of Science (BS), Accounting
BNY Mellon November 2007 - Present
The Festival Companies August 1999 - July 2007
Realty Center Management Inc. August 1996 - August 1999
Education
Cal Poly Pomona
Bachelor of Science (BS), Accounting
John-Paul Marotta's BNY Mellon Experience July 2012 - June 2013
Job Senior Vice President and Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2014 - Present
BNY Mellon July 2012 - June 2013
BNY Mellon October 2009 - June 2012
BNY Mellon July 2007 - September 2009
BNY Mellon February 1999 - June 2007
CIBC November 1998 - October 1999
BNY Mellon January 1995 - October 1997
BNY Mellon January 1991 - December 1994
BNY Mellon December 1989 - December 1990
Scotiabank September 1987 - June 1988
Skills
Equities, Fixed Income, Hedge Funds, Investments, Securities, Alternative Investments, Portfolio Management, Investment Banking, Mutual Funds, Bloomberg, Risk Management, Valuation, Wealth Management, Financial Modeling
Education
University of Pittsburgh 1985 — 1987
Masters in International Affairs, Finance, Valedictorian. Full Academic Scholarship.
Bucknell University 1981 — 1985
Bachelor's degee in International Affairs, Finance, US Army ROTC and academic scholarships and work-study program.
Certifcations
U.S. Bank January 2014 - Present
BNY Mellon July 2012 - June 2013
BNY Mellon October 2009 - June 2012
BNY Mellon July 2007 - September 2009
BNY Mellon February 1999 - June 2007
CIBC November 1998 - October 1999
BNY Mellon January 1995 - October 1997
BNY Mellon January 1991 - December 1994
BNY Mellon December 1989 - December 1990
Scotiabank September 1987 - June 1988
Skills
Equities, Fixed Income, Hedge Funds, Investments, Securities, Alternative Investments, Portfolio Management, Investment Banking, Mutual Funds, Bloomberg, Risk Management, Valuation, Wealth Management, Financial Modeling
Education
University of Pittsburgh 1985 — 1987
Masters in International Affairs, Finance, Valedictorian. Full Academic Scholarship.
Bucknell University 1981 — 1985
Bachelor's degee in International Affairs, Finance, US Army ROTC and academic scholarships and work-study program.
Certifcations
Chanda McCard-Jackson's BNY Mellon Experience November 2006 - Present
Job Institutional Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
Jacqueline Nowak's BNY Mellon Experience May 2012 - August 2014
Job Vice President at Zions Bank
Industry Financial Services
Experience
Zions Bank August 2014 - Present
BNY Mellon May 2012 - August 2014
BNY Mellon April 1998 - May 2012
State Street Bank December 1996 - April 1998
Skills
Corporate Trust, Document Review, Relationship Management, Investment Banking, Management, Account Reconciliation, Accounts Payable, Account Management, Notary Public, Invoicing, Payments, Risk Management, Voice Over, Voice Acting
Education
California State University-Los Angeles 1987 — 1993
Bachelor of Science (BS), Business Administration and Computer Information Systems
The Fashion Institute of Design and Merchandising 1979 — 1981
Associate of Arts (AA), Fashion Design
Zions Bank August 2014 - Present
BNY Mellon May 2012 - August 2014
BNY Mellon April 1998 - May 2012
State Street Bank December 1996 - April 1998
Skills
Corporate Trust, Document Review, Relationship Management, Investment Banking, Management, Account Reconciliation, Accounts Payable, Account Management, Notary Public, Invoicing, Payments, Risk Management, Voice Over, Voice Acting
Education
California State University-Los Angeles 1987 — 1993
Bachelor of Science (BS), Business Administration and Computer Information Systems
The Fashion Institute of Design and Merchandising 1979 — 1981
Associate of Arts (AA), Fashion Design
Kristina Fitz's BNY Mellon Experience February 2011 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Computershare 2012 - 2013
BNY Mellon February 2011 - December 2011
Skills
Organization, Customer Service, Positive Can-do Attitude, Creativity, Efficiency, Dedicated Professional, Meet Deadlines, Fast-paced
Education
Carlow University 2008 — 2010
Bachelor's degree, Business Management
Butler County Community College 2000 — 2001
Associate's degree, Business Administration
Computershare 2012 - 2013
BNY Mellon February 2011 - December 2011
Skills
Organization, Customer Service, Positive Can-do Attitude, Creativity, Efficiency, Dedicated Professional, Meet Deadlines, Fast-paced
Education
Carlow University 2008 — 2010
Bachelor's degree, Business Management
Butler County Community College 2000 — 2001
Associate's degree, Business Administration
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