BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
J Barbour & Sons Ltd 2013 - Present
ABC News November 2012 - Present
Sports Physical Therapy of New York, P.C. December 2011 - May 2012
Quiksilver June 2010 - May 2012
BNY Mellon September 2008 - August 2009
Skills
Photoshop, Social Media, Microsoft Office, Final Cut Pro, Video Editing, Editing, Photography, PowerPoint, Research, Microsoft Word, Video Production, Microsoft Excel, After Effects, Illustrator, HTML, Journalism, Creative Writing, Graphic Design, Adobe Creative Suite, English
Education
Hunter College 2010 — 2014
Mercy College 2009 — 2011
BNY Mellon August 2015 - Present
US Army June 2014 - Present
US Army May 2011 - May 2014
US Army January 2010 - May 2011
US Army 101st Airborne Division February 2009 - January 2010
US Army 101st Airborne Division December 2007 - February 2009
United States Military Academy August 2003 - June 2005
US Army 101st Airborne Division April 2002 - July 2003
US Army 101st Airborne Division April 2000 - April 2002
Skills
Leadership, Military Operations, Military Experience, Tactical Operations, Organizational Structure, High Organizational..., Strategic Planning, Project Planning, Public Speaking, Decision Analysis, Instructor-led Training, Afghanistan, Army, Training, Tactics, Military, Operational Planning, Command, Special Operations, Top Secret, Counterinsurgency, National Security, Management Consulting, Security Clearance, DoD, Force Protection, Defense
Education
John Jay College of Criminal Justice 2004 — 2006
Master of Public Administration (MPA), MPA
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Advanced Military and Operational Studies
School for Advanced Military Studies 2006 — 2007
Master of Arts (MMAS), Military Operational Art and Science/Studies
BNY Mellon July 2008 - Present
BNY Mellon July 2000 - July 2008
Skills
Marketing, Financial Services, Salesforce.com, Social Media, Project Management, Vendor Management, Business Development, Meeting Planning, Employee Engagement, Data Management, Web Analytics, Email Marketing, Heartbeat, Basecamp, ExactTarget, Marketing Event Planning, InDesign, Presentation Design, Corporate Events, Survey Design, MARC, Webcasting, WebEx, Banking, Equities, Microsoft Excel, Sales, Management
Education
City University of New York-College of Staten Island 1998 — 1999
Citi July 2014 - Present
BNY Mellon April 2013 - May 2014
Montefiore Medical Center May 2011 - April 2013
Education
City University of New York-Herbert H. Lehman College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Business Law
SunGard Financial Systems April 1998 - Present
KPMG March 1997 - April 1998
BNY Mellon August 1991 - March 1997
Smith Barney, Harris Upham & Co. May 1990 - August 1991
Skills
Asset Managment, Accounting, Business Analysis, Business Process..., Capital Markets, Equities, Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Management, Management Consulting, Mutual Funds, Product Management, Risk Management, Security, Software Project..., Strategy, Trading Systems, Travel Arrangements, Vendor Management
Education
Saint John's University 1990 — 1995
Master of Business Administration (MBA), Finance, General
City University of New York-College of Staten Island 1985 — 1990
Bachelor of Science (BS), Accounting
UN_CHAINED "Freedom From the Workforce, Bonded by Entrepreneurship" August 2013 - Present
Shannon's S.H.A.R.E. Foundation January 2011 - Present
BNY Mellon July 2001 - Present
The Bank of New York Mellon January 2001 - Present
Skills
Management, Project Management, Training, Budgets, CRM, Vendor Management, Event Planning, Strategic Planning, Process Improvement, Customer Service, Project Planning, Administrative..., Nonprofits, Negotiation, Time Management, Office Management, Organizational..., Business Process, Customer Satisfaction, Disaster Recovery, Microsoft Word, Forecasting, Marketing, PeopleSoft, PowerPoint, Process Scheduler, Team Building, Microsoft Office, Outlook, Leadership, Sales, Microsoft Excel
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
John Jay CollegeNew
Bachelor of Science, Criminal Justice
Executive Professional Outsourcing/ ExPO Signature Home Care Executive Director/CEOExPO Signature Home Care2011 - Present
BNY Mellon 2001 - 2011
Education
Fairleigh Dickinson University 2010 — 2012
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Hunter College 1980 — 1984
Bachelor's degree, Accounting
BNY Mellon July 2011 - Present
BNY Mellon June 2007 - July 2011
Skills
Financial Reporting, Fund Accounting, Financial Analysis, Account Reconciliation, Accounting, Financial Services, Fixed Income, Mutual Funds, Financial Statements, Equities, Portfolio Management
Education
Hunter College 2001 — 2007
BS, Accounting
BNY Mellon April 2015 - Present
UPMC February 2015 - March 2015
The Resource Center June 2014 - March 2015
Clarion University College of Business and Information Sciences October 2011 - December 2014
Lucy Desi Museum and Center for Comedy May 2014 - August 2014
Clarion County Broadcasting Inc. November 2012 - May 2014
Clarion University June 2012 - August 2012
Clarion University Financial Aid Office June 2011 - October 2011
Skills
Event Planning, Time Management, Facebook, PowerPoint, Public Speaking, Student Affairs, Social Media, Social Media Marketing, Community Outreach, Marketing Communications, Microsoft Office, Access, Higher Education, Microsoft Word, Nonprofits, Microsoft Excel, Teamwork, Fundraising, Resume Writing, Microsoft Publisher, Research, Social Networking, Leadership, Marketing, Customer Service, Blogging, HTML, CSS
Education
Clarion University of Pennsylvania 2011 — 2014
BSBA, Marketing, Management, Human Resources Management
BNY Mellon May 2015 - Present
BNY Mellon May 2014 - May 2015
BNY Mellon March 2013 - May 2014
Small Business Development Center January 2011 - December 2012
Clarion Hospital May 2011 - August 2011
Allegheny Valley Bank May 2010 - January 2011
Skills
Finance, Competitive Analysis
Education
Duquesne University 2014 — 2017
Master of Business Administration (M.B.A.)
Clarion University of Pennsylvania 2008 — 2012
Bachelor of Science in Busienss Administration, Corporate Finance, Accounting
International Fund Services (NA) LLC, A State Street Company April 2013 - Present
HSBC June 2009 - September 2012
HSBC Securities March 2006 - June 2009
HSBC Securities Services October 2004 - March 2006
BNY Mellon September 2000 - October 2004
Skills
Geneva, Microsoft Excel, Microsoft Word, Fund Accounting, Hedge Funds, Valuation, Fund Of Funds, Bloomberg, Fund Administration, Account Reconciliation
Education
Hunter College 1995 — 2000
Bachelor of Science (B.S.), Accounting
BNY Mellon October 2013 - Present
Consol Energy June 2012 - October 2013
Schneider Downs & Co., Inc. January 2011 - June 2012
Skills
Auditing, Accounting, Account Reconciliation, Journal Entries, Microsoft Excel, Capital Accounting, SAP, MS Excel Pivot Tables, Sarbanes-Oxley, Banking, COSO, COSO Framework, Process Improvement, Access, Financial Statements, GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Public Speaking, Finance, US GAAP, General Ledger, Financial Reporting, Financial Accounting, Financial Analysis, PowerPoint, Microsoft Word, CPA, External Audit, Time Management
Education
Clarion University of Pennsylvania 2007 — 2010
B.S.B.A., Accounting, Finance
Community College of the Air Force 2005 — 2006
DC Government May 2012 - February 2014
Credit Union October 2010 - March 2012
CPA Global December 2009 - October 2010
BNY Mellon December 2007 - October 2009
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Auditing, General Ledger, Account Reconciliation, Accounts Payable, Tax, Internal Controls, Fixed Assets, Accounts Receivable, QuickBooks, Internal Audit, Payroll, Balance Sheet, Microsoft Excel
Education
UMUC 2013 — 2014
N/A, Accounting and Finance
City University of New York-Hunter College 2002 — 2007
Bachelor of Arts, Economics
City University of New York-Hunter College 2002 — 2007
Bachelor of Arts (BA), Economics, B
Goldman Sachs July 2014 - Present
Goldman Sachs August 2012 - August 2014
Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP March 2011 - February 2012
Herrick, Feinstein LLP March 2007 - February 2011
BNY Mellon December 2005 - February 2007
Marc Ecko Enterprises September 2004 - September 2005
New York Yankees June 2003 - June 2004
Skills
Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, Outlook, Event Planning, PowerPoint, Westlaw, Editing, Litigation, Recruiting, Time Management, Public Relations, Commercial Litigation, Management, Spreadsheets, Marketing, Insurance, Courts, Administrative..., Travel Arrangements, Corporate Law, Calendaring, Legal Documents, Office Management, Calendars, Interviews, Confidentiality, Litigation Support, Legal Assistance, Document Review, Adobe Acrobat, Online Research, Document Management, Microsoft Word, Telephone Skills, Fundraising, Advertising, Event Management, Administration, Leadership, Data Entry, Social Media
Education
John Jay College of Criminal Justice 2002 — 2004
Masters, Forensic Psychology
St. John's University 1998 — 2002
Bachelor of Science, Criminal Justice
BNY Mellon January 2011 - Present
BNY Mellon May 2008 - January 2011
Roosevelt Savings Bank March 2006 - May 2008
Skills
Fixed Income, Operations Management, Asset Managment, Financial Analysis, Alternative Investments, Fixed Assets, Fixed Income Portfolio..., Bonds, Accruals, Manage Client..., Global Bonds, Proficient in...
Education
City University of New York-College of Staten Island 2004 — 2008
Bachelor of Science Degree, Accounting
Avaya May 2015 - Present
HCL America July 2013 - May 2015
Tech X Solutions September 2007 - December 2012
MTV Networks June 2004 - April 2007
Showtime Networks May 2001 - May 2004
Prudential Financial May 1999 - May 2001
Pfizer December 1997 - May 1999
Cantor Fitzgerald August 1996 - December 1997
BNY Mellon June 1988 - August 1996
Skills
Disaster Recovery, Troubleshooting, Networking, Project Management, Servers, Windows, Security, Microsoft Exchange, Windows 7, Databases, Windows Server, OS X, Active Directory, Microsoft Office, Management, Hardware, System Administration, Information Security, Help Desk Support, Vendor Management, VMware, Technical Support, Team Leadership, Change Management, Storage Solutions, SalesForce
Education
City University of New York-Brooklyn College 1990 — 1996
BA, Finance
Janney Montgomery Scott LLC May 1994 - Present
DePaul School for Hearing and Speech September 2008 - Present
BNY Mellon 1991 - 1994
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 7, Asset Allocation, Life Insurance and..., Registered Investment..., Risk Management, Wealth Management..., Portfolio Management, Securities, Finance, Series 63, Mutual Funds, Pensions, Retirement, Investments, Equity Research, Retirement Plan..., Personal Financial..., Options, College Savings Plans, Variable Annuities, 401k Rollovers, Equities, Bonds, High Net Worth..., Wealth Accumulation, 401k, Investment Management, IRAs, Insurance, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Asset Management, Fixed Annuities, Roth IRA, Municipal Bonds
Education
Wharton School, University of Pennsylvania 2007 — 2008
Accredited Wealth Management Designation, Finance and Financial Management Services
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Central Catholic High School 1981 — 1985
High School
Deloitte January 2015 - Present
Capco February 2013 - December 2014
Morgan Stanley August 2011 - October 2012
BNY Mellon March 2007 - July 2011
Skills
Financial Services, Portfolio Management, Investment Banking, Hedge Funds, Investments, Equities, Finance, Analysis, Fixed Income, Financial Analysis, Cash Management, Capital Markets, Mutual Funds, Business Strategy, Bloomberg, Securities, Business Development, Investor Relations, Trading, Fund Administration, Relationship Management, Project Management, Financial Modeling, Asset Management, Bloomberg Terminal, Fund Of Funds, Investment Management, Credit, PMO, Asset Managment, Repurchase Agreeements, Tri-Party Repo, Market Reform, IT Project..., Data Management, Product Development, Product Delivery, Program Management, Program Management..., Change Management, SDLC, Strategic Planning, Business Planning, Risk Management
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Y Not Bar and Lounge DBA Methuselah Bar and Lounge February 2015 - Present
Alexandra Dest Capital Management January 2015 - Present
Berkshire Beauty, LLC April 2014 - Present
WBRK August 2014 - January 2015
Berkshire Money Management July 2014 - December 2014
Berkshire Bank September 2011 - June 2014
Moe's Tavern October 2007 - March 2014
BNY Mellon May 2000 - October 2007
Bank of America - Commercial Finance 1997 - 1999
The CIT Group/Credit Finance 1992 - 1997
Skills
Portfolio Management, Asset Managment, Investments, Asset Allocation, Retirement Planning, Equities, Trust Services, Strategic Financial..., Asset Management, Alternative Investments, Mutual Funds, Securities, Investment Management, Relationship Management, Financial Services, Capital Markets, High Net Worth..., Equity Research, Business Development, Investment Strategies, Retirement, Wealth Management..., Financial Planning, Management, Finance, Financial Analysis, Wealth Management
Education
NYU Stern School of Business 1996 — 2000
Masters of Business Administration, Finance and Management
Brooklyn College 1987 — 1992
BS, Accounting and Psychology
NYC AREA Vice President Business Operations & DevelopmentDonnelly & Moore Inc.January 2014 - September 2014
National League for Nursing May 2010 - May 2013
ASI System Integration June 2008 - September 2009
Per Scholas July 2001 - September 2008
Morgan Stanley May 1998 - August 2001
BNY Mellon January 1986 - May 1999
Skills
Development and..., • Departmental &..., Implementation of..., Production & Operations..., Extensive Ability..., Business Process..., Leadership, Training, Management, Business Development, Risk Management, Team Leadership, Strategic Planning, Operations Management, Customer Service, Vendor Management, Sales
Education
Seton Hall University School of Law 2011 — 2013
Masters Degree Jurisprudence, Intellectual Property & Mental Health Law
Columbia University School of Business 2004 — 2006
Business Administration (MPA), Non-Profit/Public/Organizational Management
City University of New York-Herbert H. Lehman College 1985 — 1990
Bachelor of Laws (LLB), Law
Social Security Administration September 2014 - Present
John Jay College October 2013 - May 2014
Queens Supreme Court August 2011 - December 2011
BNY Mellon June 2008 - August 2008
Bronx-Lebanon Hospital Center June 2007 - August 2007
Reading Excellence and Discovery Foudation June 2006 - August 2006
Skills
Retail, Sales, Data Entry, Merchandising, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Inventory Management, Team-oriented, Shortage Control, Retail Sales, Internal Theft..., Cashiering, Fashion, Merchandise Planning, Outlook, Policy Analysis, Public Policy, Office Administration, Public Administration
Education
John Jay College of Criminal Justice 2012 — 2014
Master's Degree, Public Administration
City University of New York-John Jay College of Criminal Justice 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration, Magna Cum Laude 3.8
Università degli Studi di Genova 2011 — 2011
Study Abroad Program, Social Sciences
Aquinas High School 2004 — 2008
New York State Advance Regents Diploma
BNY Mellon October 2010 - Present
BNY Mellon (formerly The Bank of New York) 1992 - 2010
Time Warner Inc. 1989 - 1992
Shearson Lehman Hutton 1986 - 1989
Skills
SDLC, Integration, Risk Management, Information Security..., Secure SDLC, Risk Assessment, Application Security, Information Architecture, Strategic Architecture, Enterprise Risk..., Software Quality..., Global Operations and..., Cross-functional Team..., Software Development, Business Analysis, Business Continuity, Disaster Recovery, Security, Management, Information Security, Information Technology, Project Portfolio..., Enterprise Architecture, IT Strategy, Project Management, Governance, Strategy, ITIL, Vendor Management, Enterprise Software, Quality Assurance, System Administration, Data Center, IT Management, Software Project..., Business Process..., PMP, Financial Services, Outsourcing, Leadership, Business Intelligence, Project Planning, Requirements Gathering, Visio, Consulting, Requirements Analysis, IT Service Management, Project Delivery, Program Management, Solution Architecture
Education
Pace University 2007 — 2010
MS, Information Systems: Internet Technology-Concentration in Security/Information Assurance - GPA: 3.95
Pace University 2007 — 2008
Advanced IT Graduate Certificate, Security & Information Assurance
City University of New York-Hunter College
BA, Computer Science & Mathematics
New York University
Professional Certificate, Computer Programming
BNY Mellon March 2013 - Present
Citi May 1989 - November 2012
Citi 2008 - October 2012
Citi 2004 - 2008
Citi 2001 - 2004
Citi 1999 - 2001
Citi 1998 - 2001
PFSU 1994 - 1999
Citi 1997 - 1998
National Benefit LIfe Insurance Company 1994 - 1997
Skills
Executive Pay, 401k, Incentive Programs, Deferred Compensation, Compensation & Benefit, Relationship Management, Retirement, Succession Planning, Defined Benefit, Rewards, Sales Compensation, Mergers, Divestitures, Employee Benefits, Project Management, Compensation Structure..., Global Compensation, Training
Education
Cornell University Human Resource Workshops
Hunter College 1990 — 1995
MA, Theatre History and Criticism
Villanova University 1983 — 1985
MA, English
St. Francis University 1979 — 1983
BA, English
The Citco Group of Companies April 2015 - Present
The Citco Group of Companies October 2014 - March 2015
The Citco Group of Companies October 2011 - October 2014
HSBC Securities Services February 2010 - October 2011
BNY Mellon March 2006 - March 2009
Skills
Hedge Funds, Fund Administration, Fixed Income, Securities, Asset Managment, Financial Analysis, NAV Calculation and..., Equities, Derivatives, Corporate Actions, Management, Continuous Improvement, Investment Strategies, Business Continuity..., Capacity Management, Alternative Investments, Financial Reporting, Bloomberg, Accounting, Valuation, Asset Management
Education
Clarion University of Pennsylvania 2002 — 2005
Business Administration, Finance
Colombo International School 1999 — 2001
GCE Advanced Level
BNY Mellon January 2014 - Present
Knowledgent Group February 2011 - December 2013
JPMorgan Chase May 2006 - March 2011
Haygroup Insight 2004 - 2006
Quantitative Analysis 2004 - 2004
Trellis Technologies 2003 - 2004
Humanscale 2002 - 2003
Emagine solutions 2000 - 2002
Skills
Data Governance, Master Data Management, Business Analysis, Business Requirements, SDLC, Data Warehousing, Business Intelligence, Management Consulting, Analytics, IT Strategy, Requirements Analysis, Vendor Management, PMO, Requirements Gathering
Education
City University of New York-College of Staten Island 2005 — 2008
MS, Computer Science
The Depository Trust & Clearing Corporation June 2015 - Present
BNY Mellon December 2013 - June 2015
BNY Mellon August 2011 - December 2013
Babies'r'us August 2009 - March 2011
Wet Seal Inc October 2008 - August 2009
Pottery Barn November 2006 - June 2007
Tribeca Performing Arts Center April 2005 - May 2006
Skills
Access, Project Management, PowerPoint, Customer Service, Microsoft Office, Management, Microsoft Excel, Time Management, Outlook, Microsoft Word, Teamwork, Leadership, Public Speaking, Analysis, Nonprofits, Research
Education
CUNY Hostos Community College 2013 — 2015
Business Administration and Management, 3.7 GPA
Year Up 2011 — 2012
Financial Operation
The Animation Project 2011 — 2011
Graphic Design and Computer Animation
City University of New York-Hunter College 2005 — 2006
Multi-Media, Communications
Franklin K. Lane High School 2001 — 2005
Regents Diploma, Opthamology, Film Production
NCH Capital December 2013 - Present
Bond Street Group, LLC May 2011 - November 2013
Windsor Resources March 2010 - May 2011
BNY Mellon May 2008 - August 2008
Quality of Life Child Care Center April 2006 - May 2007
Alexander Bespechny Attorney at Law October 2004 - August 2005
Skills
Microsoft Excel, Microsoft Word, Employee Relations, Microsoft Office, Outlook, PowerPoint, Customer Service, Applicant Tracking..., Event Management, Social Networking, Recruiting, Management, Training
Education
City University of New York-College of Staten Island 2007 — 2010
Bachelor of Science (BS), Business Management
John Jay College of Criminal Justice 2005 — 2007
BNY Mellon March 2007 - Present
Arbuz August 2009 - Present
Skills
MBS, Agency MBS, CMBS, ABS, EUROPEAN MBS, RESEC, Reverse Engineering, ASAP, Mortgage Analytics, Mortgage Modification, Prepayment, Capital Markets, Securities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Financial Services, Investments, Portfolio Management
Education
City University of New York-Hunter College 1999 — 2003
BA
NYU SCPS 2011 — 2011
Certificate in Financial Risk Management
Fragasso Financial Advisors May 2014 - Present
Fragasso Financial Advisors December 2012 - May 2014
BNY Mellon October 2009 - December 2012
Allen Tate Realtors January 2006 - October 2009
Skills
Retirement Planning, Finance, Management, Retirement, Strategic Planning, 401k, Onboarding, Financial Advisory, Qualified Retirement..., Financial Planning, Customer Service, Investments, Process Improvement, Operations Management, Transition Management, Sales, Leadership Development
Education
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Communication, General
BNY Mellon March 2011 - Present
Cowen and Company, LLC October 2005 - March 2011
JP Morgan Chase August 2002 - October 2005
JPMorgan Chase May 1999 - August 2002
Skills
Change Management, Alternative Investments, ITIL, Management, Project Management, Investment Banking, Hedge Funds, Business Continuity, Capital Markets, SDLC, Asset Managment, Trading, Compliance, IT Risk Management, Asset Management, Vendor Management, Securities, Equities, AML, Information Technology, Telecommunications, Surveillance, Fixed Income, IT Strategy, Financial Services, Equity Trading, Electronic Trading, Market Data, Risk Management
Education
City University of New York-Brooklyn College
BA, Economics
BNY Mellon January 2014 - Present
Skills
Human Resources, Strategic Planning, Pensions, Policy, Benefits Management, Compensation, Corporate Benefits, Retirement Benefits, Benefits Administration, Pension Administration, Defined Benefit, Defined Contribution, Research, Policy Analysis, Public Speaking, Creative Writing, Event Planning, Volunteer Management, Health, PeopleSoft, Retirement, HRIS, Employee Benefits, Organizational..., Employee Relations, Performance Management, Employee Engagement, Compensation, Health, Customer Service
Education
New York Law School
Doctor of Law (J.D.), Law
Long Island University, Brooklyn Campus 2009 — 2013
Masters, Public Administration, GPA 3.61
City University of New York-Hunter College 2001 — 2008
English (with Honors), Creative Writing
BNY Mellon February 2014 - Present
BNY Mellon October 2008 - February 2014
BNY Mellon May 2007 - October 2008
Skills
Banking, Investments, Mutual Funds, Securities, Equities, Asset Management, Risk Management, Microsoft Excel, Process Improvement, Microsoft Office, Access, Business Analysis, Microsoft Word, Restructuring, PowerPoint, Customer Service, Business Process..., Outlook, Bookkeeping, Data Analysis, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Clarion University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
United States Attorney's Office May 2011 - August 2011
BNY Mellon June 2009 - August 2009
TurboTax March 2007 - June 2009
Macquarie Group May 2008 - August 2008
Skills
Finance, Analysis
Education
Brooklyn College 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
New York City Transit April 2015 - Present
International Rescue Committee January 2015 - Present
Experian April 2014 - January 2015
Experian February 2012 - April 2014
Intermodal Dynasty, Inc. October 2010 - December 2011
WALLSTREET SYSTEMS May 2010 - October 2010
BNY Mellon July 2007 - May 2010
Skills
Human Resources, Talent Acquisition, Taleo, HRIS, HRIS Database Management, Systems Administration, Reporting & Analysis, PeopleSoft, Systems Testing, Budgets, Data Analysis, Forecasting, Relationship Management, Sourcing, Personnel Management, Training, Time Management, Writing, Troubleshooting, Internal Audit, Spreadsheets, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office
Education
City University of New York-College of Staten Island 2002 — 2006
BS, Business Management with a double minor in Finance and Economics
BNY Mellon June 2014 - Present
BNY Mellon June 2013 - June 2014
Skills
Securities, Securities Lending, Asset Management, Financial Analysis, Microsoft Excel, Banking, Data Analysis, Microsoft Office
Education
Clarion University of Pennsylvania 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance
BNY Mellon May 2015 - August 2015
Cravath, Swaine & Moore LLP March 2015 - May 2015
Office of the Governor, State of New York, Andrew Cuomo 2014 January 2015 - April 2015
Fox News Channel September 2014 - December 2014
A+E Networks June 2014 - August 2014
Higgli March 2014 - May 2014
Hunter College December 2013 - May 2014
The Dalton School June 2012 - August 2013
92nd Street Y June 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Market Research, Time Management, Research, Public Speaking, Social Media Marketing, Familiarity with Spanish, Teamwork, Data Entry, Business Writing, Marketing, Customer Satisfaction, Human Resources, Event Planning, PeopleSoft, Microsoft Word, Public Relations, Social Networking, Management, PowerPoint, Customer Service, Leadership, Basecamp, Bloomberg Terminal
Education
City University of New York-Hunter College 2012 — 2016
Bachelor's Degree, Communication & Media Studies; Marketing/ Pre-Business Program Fellow
Eleanor Roosevelt High School 2008 — 2012
Advanced Regents Diploma, Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
RBC Capital Markets July 2014 - Present
Bank of America February 2014 - July 2014
Deutsche Bank July 2013 - October 2013
BNY Mellon June 2012 - July 2013
Coach November 2011 - May 2012
ANN INC. May 2011 - August 2011
MN Strategies January 2010 - May 2011
AXA Financial September 2009 - December 2009
Skills
Finance, Financial Reporting, Project Management, Financial Services, Account Reconciliation, Equities, Securities, Derivatives, Strategic Financial..., Trading, Investment Banking, Fixed Income, Capital Markets, Investments, Microsoft Office, Sales, Internal Audit, Customer Service
Education
City University of New York-Hunter College 2008 — 2010
BA, Economics
Voronezh State University 2000 — 2004
BS, Environmental Studies
AIG May 2014 - Present
New York Life Insurance Company August 2010 - May 2014
BNY Mellon January 2007 - August 2010
MTV Networks 2006 - 2007
Volunteer Income Tax Assistance - IRS January 2006 - May 2006
Skills
Accounting, Financial Reporting, General Ledger, Financial Statements, Financial Analysis, Microsoft Excel, Financial Accounting, Account Reconciliation, Bank Reconciliation, Accounts Receivable, Fund Accounting, Strategic Financial..., Budgets, Cash Management, US GAAP
Education
City University of New York-Hunter College 2004 — 2007
BS, Accounting
PKF,LLP 2011 - 2013
BNY Mellon January 2011 - December 2011
Hiscox January 2009 - September 2010
PwC September 2004 - December 2008
Marsh November 2002 - July 2004
New York Academy of Medicine September 2001 - November 2002
Skills
Administrative Office..., Organization, Event Planning, Research, Analysis, Microsoft Office, Internet Explorer, Adobe Acrobat, NYS Notary Public, Diplomacy, Problem Solving, Time Management, Eager Learner, Fast Learner, Process Driven, Deadline Driven, Success Driven, Get Along Well with..., Getting The Job Done, Team-oriented, Concur, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Access, Heavy Calendaring, Travel Management, Expense Management, Document Management, Billing Systems, Proofreading, Editing, Resume Writing, Administrative..., High Level Of..., Lotus Notes, Office Administration, Data Entry, Notary Public, Confidentiality, Calendars, Executive Support, Telephone Skills, Executive Level..., Training, Diary Management, Travel Arrangements, Leadership, Administrative...
Education
New York University 2013 — 2015
Marketing/Digital Media Marketing
New York Business Institute 2012 — 2012
Microsoft Office Specialist Training
City University of New York-Herbert H. Lehman College 1998 — 2000
100 credits completed, English Language and Literature, General
The Depository Trust & Clearing Corporation June 2015 - Present
BNY Mellon August 2005 - May 2015
Skills
Equities, Financial Services
Education
City University of New York-College of Staten Island 1993 — 1995
BNY Mellon February 2015 - Present
Cisco November 2014 - December 2014
WinMax Systems July 2013 - December 2014
Coastal Carolina University November 2012 - May 2013
Coastal Carolina University August 2012 - May 2013
Schmid Pipeline Construction, Inc January 2012 - April 2012
Robert Half July 2011 - April 2012
American Eagle Outfitters July 2011 - December 2011
International Business Seminar December 2010 - January 2011
Janney Montgomery Scott May 2010 - October 2010
Skills
IT Solutions, IT Service Management, Corporate Finance, Strategic Consulting, IT Recruitment, Oil & Gas Industry, Personal Financial..., Construction Safety, IT Sourcing, Intercollegiate..., MBA, Change Management, Account Management, Strategy, Sales Operations, Sales Management, Consulting, Sales, Business Development, New Business Development, Technology, Enterprise Software, Professional Services, Staff Augmentation, Mobile, Social, Cloud, Business Analysis, Business Intelligence, Strategic Partnerships, Marketing Strategy, Business Strategy, WWE, NFL, CRM, Big Data, Actian, Big Data Analytics
Education
Coastal Carolina University
Master of Business Administration (M.B.A.), G.P.A. 3.833
University of South Florida OTI Education Center
OSHA 510-Occupational Safety and Health Standards for the Construction Industry
Clarion University of Pennsylvania
Bachelor's Degree, Business Administration; Corporate Finance; Personal Financial Planning Finance
Mars Area High School
The Blackstone Group April 2015 - Present
Fortress Investment Group October 2013 - April 2015
Berdon LLP January 2011 - September 2013
BNY Mellon March 2008 - March 2010
Skills
GoSystems, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Office, Microsoft Excel, Pivot Tables, Yardi, JD Edwards, ProFX, Caseware, Citrix, Lotus Notes, InvestOne, Private Equity, Real Estate Private..., Private Equity Firms, Tax, Tax Preparation, Corporate Tax, Public Sector Accounting, Auditing, Financial Audits, SOX Compliancy, CPA, QuickBooks, Accounting, Financial Statements, IFRS, Profx, Sarbanes-Oxley Act
Education
City University of New York-College of Staten Island 2008 — 2011
Bachelor of Business Administration, Accountancy; Taxation
MJPS
Deutsche Bank February 2015 - Present
Adecco Staffing, USA May 2014 - January 2015
Lasio Inc. November 2013 - February 2014
BlackRock September 2013 - November 2013
The McGraw-Hill Companies October 2010 - January 2013
Securitas Security Services USA, Inc. October 2007 - October 2010
Shiloh Rainbow Academy 2006 - 2006
Norbury Pre-School 2005 - 2006
BNY Mellon 2000 - 2004
New York State Department of Labor 1999 - 2000
Education
Claflin University 1993 — 1998
BS Elementary Education, Elementary Education
BNY Mellon March 2001 - Present
Hygrade Integrated Logistics Systems, Inc. October 1992 - March 2001
In-Store Advertising, Inc. March 1991 - September 1992
Comstar Computer Corp September 1986 - March 1991
Skills
Software Project..., Enterprise Architecture, Software Solution...
Education
City University of New York-College of Staten Island
Bachelor's Degree, Computer Engineering
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase June 1998 - September 2014
BNY Mellon November 1995 - June 1998
Citi September 1991 - October 1995
Prudential Securities April 1990 - September 1991
Security Pacific National Trust Company (New York) November 1987 - March 1990
Skills
Loans, Portfolio Management, Fixed Income, Credit, Banking, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Lending, Loan Servicing, Lines Of Credit, Consumer Lending, Mortgage Banking, Commercial Banking, Financial Services, Management, Risk Management, Capital Markets
Education
City University of New York-College of Staten Island
Business Administration and Management, General
St. John's University
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Park Avenue Securities/Guardian Life Insurance Company January 2009 - Present
Park Avenue Securities/Guardian Life Insurance Company October 2006 - Present
Securities Industry Automation Corporation/New York Stock Exchange December 1999 - October 2006
BNY Mellon February 1999 - December 1999
JPMorgan Chase November 1997 - February 1999
JPMorgan Chase July 1993 - November 1997
JPMorgan Chase August 1987 - July 1993
Montgomery Ward October 1982 - July 1987
Skills
Requirements Gathering, Business Process, CRM, SDLC, Visio, Business Process..., Business Requirements, Software Documentation, Project Management, Analysis, Management, Financial Services, Business Analysis, Data Migration, SharePoint, Securities, Mutual Funds, Fixed Income, Equities, Process Improvement, Data Analysis, Requirements Analysis, Project Delivery
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.9 GPA
Pace University - Lubin School of Business 1977 — 1982
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Southern Methodist University 2003 — 2003
Engineering Software Requirements (non-matriculate)
City University of New York-College of Staten Island 2002 — 2002
CISCO Certified Network Associate Program (CCNA)
Southern Methodist University 2001 — 2001
Software Engineering (non-matriculate)
Paul, Weiss, Rifkind, Wharton & Garrison LLP February 2012 - Present
BNY Mellon December 2008 - January 2012
Citywide Technology January 2002 - December 2008
Skills
Blackberry Enterprise..., Hardware, Networking, Mobile Devices, Mobile Technology, iOS, Android, Blackberry, Technical Support, OS X, iPhone, Hardware Support, Troubleshooting, Software Installation, System Deployment, Customer Service
Education
John Jay College of Criminal Justice 2002 — 2006
Bachelor of Arts, Public Administration
Waste Management July 2015 - Present
Synergy Staffing, Inc. April 2014 - July 2015
Bayer Corporation March 2013 - April 2014
BNY Mellon August 2011 - March 2013
Skills
Communication, Human Resources, Recruiting, Training, Program Development, Project Planning, Project Management, Organizational..., Organizational..., Public Speaking, Public Relations, Written Communication, Time Management, Interviews, Employee Relations, Leadership, Customer Service, Applicant Tracking..., Management, Microsoft Office, Onboarding, Sourcing
Education
Robert Morris University 2012 — 2013
Master of Science (M.S.), Organizational Leadership
Clarion University of Pennsylvania 2006 — 2011
Bachelor of Science (B.S.), Communication, General
PNC March 2014 - Present
BNY Mellon July 2010 - May 2014
LIDS Sports Group June 2009 - July 2010
Skills
Customer Service, Microsoft Office, Management, Banking, Sales, Microsoft Excel
Education
Clarion University of Pennsylvania 2004 — 2009
Bachelor's degree, Mass Communication/Media Studies
ServiceLink, a Black Knight company January 2015 - Present
BNY Mellon July 2013 - January 2015
UPMC January 2012 - July 2013
Clarion Area Chamber of Business and Industry June 2011 - August 2011
Skills
Microsoft Office, Written & Verbal..., Employee Relations, Creative Solutions, Customer Service, Human Resources, Management, Microsoft Excel, PowerPoint, Talent Acquisition, New Hire Orientations, Recruiting, Hiring, Time Management, Social Media, Onboarding
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelors, Communications Public Relations
Sullivan & Cromwell LLP September 2012 - Present
BNY Mellon June 2010 - August 2010
Office of the Public Advocate for New York City June 2007 - August 2009
Manhattan Borough President's Office January 2007 - May 2007
New York Metropolitan Transportation Council September 2006 - January 2007
Skills
FATCA, FATCA Analysis, FATCA Compliance, Tax Law, Cross-border..., Corporate Law, Policy Analysis, Legal Research, Westlaw, Public Policy, Legal Writing, Legal Advice, Land Use Planning, Land Use Issues, Legal Assistance, Transportation Planning
Education
New York Law School 2009 — 2012
Doctor of Law (JD)
City University of New York-Hunter College 2005 — 2007
Master of Urban Planning, Urban Planning and Policy
Terry Collier & Associates, P.C November 2013 - Present
PNC Mortgage 2012 - 2013
BNY Mellon July 2011 - November 2012
Smithsonian Institution June 2010 - August 2010
Skills
Accounting, Cash Management, Bookkeeping, Customer Service, Analysis, Securities, Account Reconciliation, record keeping, Maintaining Strong..., Highly detail oriented, Strongly self-motivated, Business Process..., Process Management, Mortgage Servicing, Mortgage Lending, Budgets, Finance, Training, Leadership, Valuation, Mutual Funds, Banking, Credit, Tax, Financial Analysis, Credit Analysis, Financial Services, Internal Audit, Financial Reporting, Auditing, Financial Statements, QuickBooks, Bank Reconciliation
Education
Point Park University 2013 — 2015
Master of Business Administration (MBA)
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
BNY Mellon December 2014 - Present
BNP Paribas October 2008 - 2010
Lehman Brothers Inc February 2001 - September 2008
Smith Barney Inc September 1994 - January 2001
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Team Building, Research, Analysis, Finance, Process Improvement, Business Analysis, Project Management, Sales, Tax, Financial Services, Investments, Securities, Consulting, Equities, PowerPoint, Marketing
Education
City University of New York-Hunter College 1981 — 1982
Kingsborough Community College 1977 — 1981
Associate's Degree, Liberal Arts
Federated Investors January 2015 - Present
Highmark Health March 2014 - January 2015
Highmark Health February 2012 - February 2014
Highmark March 2006 - February 2012
UPMC February 2005 - February 2006
BNY Mellon January 2003 - February 2005
BNY Mellon April 2001 - January 2003
BNY Mellon April 1999 - April 2001
PNC March 1998 - April 1999
PNC July 1996 - March 1998
Skills
Certified Information..., Security, Risk Management, SharePoint, Sarbanes-Oxley Act, Internal Audit, Auditing, Business Process..., CISA
Education
Clarion University of Pennsylvania 1989 — 1991
Master of Business Administration (MBA), Marketing Reseach
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Harford Community College 1992 — 1993
Certificate, Computer Programming/Programmer, General
BNY Mellon December 2013 - Present
BNY Mellon January 2011 - December 2013
BNY Mellon July 2008 - December 2010
Skills
Certified Treasury..., Management, Sales, Cash Management, Commercial Banking, Payments, Commercial Lending, FX Options, Treasury Management, Foreign Exchange, Funding, Cash, Deposits, Lines Of Credit, Financial Transactions, Investor Relations, Mutual Funds, Internet Banking, RFP, Bloomberg, Financial Services, Relationship Management, Portfolio Management, Credit, Credit Analysis, Investments, Letters of Credit, Investment Management, Alternative Investments, Investment Banking, Cross Selling, ETFs, Corporate Finance, AML, Client Services, Treasury Services, Risk Management, Financial Risk, Finance, Trade Finance
Education
Clarion University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
IBM 2007 - Present
Mellon Financial 1995 - 2007
BNY Mellon 1995 - 2007
Kidder Peabody 1994 - 1995
Equitable Life 1986 - 1994
City of New York - FISA 1983 - 1986
Skills
z/OS, SDLC, DB2, JCL, Data Modeling, Unix, Disaster Recovery, Database Design, TSO, IBM Mainframe, Software Project..., Requirements Analysis, Agile Methodologies, PMP, Business Intelligence
Education
City University of New York-Hunter College 1978 — 1982
BA, Economics
BNY Mellon July 2011 - Present
Clarion University Phonathon April 2009 - July 2011
The Smithsonian Institute June 2010 - August 2010
Secorie and Associates June 2005 - September 2005
Summer of 2005 May 2005 - September 2005
Skills
Insurance, Outlook, Securities, Excel, Budgeting, Financial Analysis, PowerPoint, Word, Access
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science and Bachelor of the Arts, Finance and Accounting; Accounting, FinanceFinance/Accounting
BNY Mellon November 2013 - Present
Global Investments, Aflac May 2012 - October 2013
Deutsche Bank January 2006 - May 2012
Deutsche Bank February 2000 - January 2006
Citibank January 1998 - January 2000
Avis December 1995 - December 1997
Skills
Financial Modeling, Portfolio Management, Strategy, Investments, Business Strategy, Financial Analysis, Private Equity, Asset Management, Series 7, Forecasting, Strategic Planning, Analysis, Series 63, Six Sigma, P&L Management, Change Management, Budgets, Management, Finance, Valuation, Risk Management, CRM, Executive Management, Leadership, Mutual Funds, Financial Reporting, Start-ups, Managerial Finance, Financial Risk, Global Client Management
Education
Pace University 1998 — 2002
MBA, Finance, Management Information Systems
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Cathedral School
High School, High School/Secondary Diplomas and Certificates
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Sojah's Cosmetics April 2012 - Present
BNY Mellon January 2011 - Present
Avon February 2006 - March 2012
Avon January 2004 - March 2012
Self Employed Freelance Model August 2010 - December 2011
Pittsburgh Fashion Magazine February 2010 - July 2010
Pittsburgh Fashion Week 2010 - 2010
Crazy Hot Clothes 2010 - 2010
2006-2009 October 2006 - October 2009
2004Carlson Library October 2001 - May 2004
Skills
Microsoft Word, Microsoft Office, Sales, Data Entry, Training, Fax, Scanners, Outlook, Fashion, Blogging, PowerPoint, Customer Service, Marketing, Facebook, Social Media, Retail
Education
Clarion University of Pennsylvania 2000 — 2004
B.S., Psychology
BNY Mellon March 2013 - Present
BNY Mellon November 2012 - March 2013
BNY Mellon July 2010 - November 2012
Clarion University September 2008 - May 2010
Giant Eagle June 2004 - January 2010
Highmark Inc May 2009 - August 2009
HM Insurance Group, a Highmark Company May 2008 - August 2008
Skills
Extensive workplace..., GEAC general ledger..., The Complete Package..., PCOMM/MRS, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, General Ledger, Financial Modeling, Bloomberg, Variance Analysis, Strategic Financial..., Cash Management, Financial Statements, Finance, Accounts Payable, Mutual Funds, US GAAP
Education
Point Park University 2012 — 2014
Master's Degree, International Business, 3.81
Clarion University of Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Accounting Clarion, 3.69
BNY Mellon August 2015 - Present
BNY Mellon May 2013 - August 2015
EmblemHealth July 2011 - May 2013
Verizon Wireless April 2011 - July 2011
AXA Equitable April 2009 - December 2010
ADP December 2006 - April 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Internal Audit, Auditing, Enterprise Risk..., Accounting, GAAP, Financial Risk, Finance, Operational Risk..., Process Improvement, Financial Services, Management, Analysis, Banking, Microsoft Excel
Education
City University of New York-College of Staten Island 2001 — 2006
Bachelors, Accounting
City University of New York-College of Staten Island
Associates, Finance
Weyerhaeuser January 2001 - Present
BNY Mellon March 1999 - June 2000
Skills
Unix, Troubleshooting, Testing, Databases, SDLC, SQL, Team Building, SAP, Access, SharePoint, Requirements Analysis, Process Improvement
Education
City University of Seattle
BS, Computer Science
RE/MAX Greater Princeton May 2015 - Present
Weichert, Realtors May 2013 - May 2015
Computershare January 2012 - January 2013
BNY Mellon 2007 - December 2011
BNY Mellon 2007 - 2011
The Bank of New York 1996 - 2007
The Bank of New York 1985 - 1996
Manufacturers Hanover Trust 1981 - 1985
Skills
Relationship Management, Securities, Financial Services, Mutual Funds, Closed-end Funds, Cross-border..., Equities, Corporate Actions, P&L Budget Management, Contract Negotiation, Back Office, Banking, Investments, Portfolio Management, Operations Management, Security Operations, Team Leadership, KYC, AML, Management, Capital Markets, P&L Management, ETFs, FINRA, Real Estate, Real Estate Transactions, Real Property, Real Estate Financing, Real Estate License, Listing Homes, Client Presentation, Comparative Market..., Alternative Investments, Fixed Income, Asset Management, Bonds, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Investor Relations, Options, Investment Management, Trading
Education
City University of New York-Herbert H. Lehman College
Business Administration
Barclays Investment Bank (Park Hudson International) July 2015 - September 2015
BNY Mellon April 2014 - October 2014
JPMorgan Chase June 2006 - July 2013
JPMorgan Chase January 2003 - June 2006
Tri-State Employment Services/HRA April 2002 - January 2003
Update Legal Staffing/McCarter & English September 1997 - March 2001
Edward Blank 1994 - 1997
Skills
Securities, Corporate Law, Document Review, Due Diligence, Legal Research, Westlaw, Legal Writing, Strong Organizational..., Lexis, Polished verbal and..., Legal Documentation, Courts, Documentations, Microsoft Word, Civil Litigation, Pleadings, Outlook, Legal Documents, LexisNexis, Notary Public, Microsoft Office, Research, Litigation Support, Legal Assistance
Education
New York University 2002 — 2002
Certification in Paralegal Studies, Paralegal
City University of New York-John Jay College of Criminal Justice 1992 — 1997
Bachelor of Science (BS), Legal Studies, General
Ilex Management Ltd September 2013 - Present
Old Westbury Funds, Inc October 2011 - Present
DBX ETF Trust January 2011 - Present
GLG Investment Series Trust July 2010 - July 2013
MAN L/S Fund July 2011 - February 2013
BNY Mellon June 2009 - December 2010
The Dreyfus Family of Funds January 2007 - December 2009
The Dreyfus Corporation April 1998 - June 2009
BNY Mellon 2007 - 2009
Mellon Financial Corp 1994 - 2007
Skills
Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Investment Advisory, Corporate Governance, Portfolio Management, Compliance, Investments, Wealth Management, Acquisition Integration, Executive Management, Risk Management, Asset Managment, Investment Strategies, Finance, Equities, Capital Markets, Mutual Funds, Financial Services, Fixed Income, Investment Management, Mergers & Acquisitions, Private Equity, Derivatives, Valuation, Asset Allocation, Financial Modeling, Fund Accounting, ETFs, Series 7, Trading
Education
Cornell Law School 1972 — 1975
Juris Doctor
Cornell University - Johnson Graduate School of Management 1971 — 1974
MBA, Finance
Claremont McKenna College 1966 — 1970
BA, Economics
Banc of California December 2014 - Present
BNY Mellon April 2011 - December 2014
Bank of America June 2008 - April 2011
Protiviti September 2007 - June 2008
Sprint April 2006 - May 2007
NYPD January 1985 - April 2005
Skills
Investigation, Protection, Fraud, Executive Protection, OFAC, AML, Operations Management, Risk Management, Security Management, Private Investigations, Corporate Security, Security, Business Continuity, Physical Security, Surveillance, Risk Assessment, Enforcement, Crisis Management, Criminal Investigations, Securities, Emergency Management, Background Checks, Customer Service, Security Audits, Security Operations, Management, Banking, Financial Risk, Team Building, Counterterrorism, Internal Investigations, Leadership, Bank Secrecy Act, Asset Protection
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2005
Masters of Science, Protection / Security Management
Deloitte January 2015 - March 2015
BNY Mellon December 2013 - December 2014
BNY Mellon May 2010 - December 2013
BNY Mellon June 2007 - April 2010
State of NY Metropolitan Transportation Authority June 2006 - May 2007
Skills
Securities, Bloomberg, Fixed Income, Corporate Actions, Mutual Funds, Financial Services, Cash, Currency, Hedge Funds, Alternative Investments, Equities, Account Reconciliation, Analysis, Options, Accounting
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance; Real Estate, G.P.A 3.8
City University of New York-Hunter College 2005 — 2007
Bachelor of Science, Business Accounting
University of Michigan 2000 — 2004
Bachelor of Arts, Political Science
MetLife January 2015 - Present
BNY Mellon November 2004 - December 2014
Skills
2005: Member of the..., 2009:Asset Servicing..., 2010: Spot Award: For..., 2011:Instant..., Microsoft Word, Excel,..., Mutual Funds, Account Reconciliation, Alternative Investments, Asset Management, Bloomberg, Corporate Actions, Derivatives, Equities, Fixed Income, Fund Accounting, Fund Administration, Funding, Hedge Funds, Investments, Portfolio Management, Securities, Settlement, Trading
Education
City University of New York-College of Staten Island 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Xaverian High School 1995 — 1999
Slippery Rock University January 2015 - Present
USIS September 2008 - January 2015
Central Bank January 2004 - December 2007
BNY Mellon September 2000 - December 2003
Education
Robert Morris University 2000 — 2002
Master of Business Administration (MBA)
Clarion University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Finance, Management and Operations
American Bankers Association 2006 — 2007
Diploma, Banking and Financial Support Services
Wells Fargo Securities July 2012 - Present
Bank of America Merrill Lynch May 2009 - January 2013
Banc of America Investments June 2007 - November 2009
Banc of America Securities May 2004 - June 2007
Banc of America Securities March 1999 - May 2004
BNY Mellon August 1994 - March 1999
US Navy 1991 - 1994
Skills
Insurance, AML, Operational Risk, Banking, Financial Regulation, Bank Secrecy Act, USA PATRIOT Act, Securities, Financial Risk, OFAC, Series 7, Commercial Banking, Retail Banking, Fraud, Capital Markets, KYC, Compliance, Supervisory Experience, General Securities..., Series 24, Series 53, FINRA, Bloomberg, Investments, Back Office
Education
City University of New York-College of Staten Island
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2014 - Present
NYSE Euronext - NYSE Technologies March 2013 - December 2013
BNY Mellon August 2012 - March 2013
Thomson Reuters May 2010 - November 2012
Thomson Reuters June 2009 - May 2010
Citigroup Project Management 2008 - 2009
Citigroup April 2007 - December 2008
Thomson Financial March 2002 - July 2007
Reuters March 1996 - March 2003
Salomon Brothers 1986 - 1993
Skills
Project Management, Program Management, Risk Management, PMO, Vendor Management, Market Data, Strategy, Investment Banking, Business Analysis, Business Process, Integration, SDLC, Enterprise Software, Leadership, Management, Disaster Recovery, Strategic Planning, Data Center, Project Portfolio..., CRM, IT Strategy, Project Delivery, Change Management, Governance, IT Management, Training, Trading Systems, Financial Services, Portfolio Management, ITIL, Executive Management, Process Improvement
Education
City University of New York-Herbert H. Lehman College 1974 — 1975
Academic
BNY Mellon October 2008 - Present
The Bank of New York July 2006 - September 2008
Education
City University of New York-College of Staten Island 2002 — 2005
College of Staten Island Staten
Bachelor of Arts, Psychology
BNY Mellon December 2002 - Present
Skills
Business Analysis, Fixed Income, Asset Management, Leadership, Microsoft Office, SDLC, Banking, Relationship Management, Marketing, Risk Management, Business Strategy, Team Building, Investments, CRM, Hedge Funds, Management, Strategic Planning, Financial Services, Private Equity, Vendor Management, Outlook, Project Management, Program Management, IT Strategy, Securities, Microsoft Excel, Customer Service, Capital Markets, Software Project...
Education
City University of New York-Herbert H. Lehman College
JPMorgan Chase January 2014 - Present
Doshi Consulting Solutions 2012 - January 2014
BNY Mellon 2009 - 2010
BNP Paribas 2003 - 2009
ZURICH CAPITAL MARKETS (NYC) 2002 - 2003
Morgan Stanley 2000 - 2002
Banc of America Securities 1998 - 2000
Morgan Stanley 1986 - 1998
Skills
Prime Brokerage, Client Service, Derivatives, MBS, Hedge Funds, Alternative Investments, Equities, Fund Administration, Equity Derivatives, Fixed Income, Settlement
Education
DeVry University 2009 — 2011
Associate in Applied Science, Accounting
City University of New York-College of Staten Island 1981 — 1983
University at Buffalo 1980 — 1981
New Dorp High School 1980 — 1980
Fiesta Ent January 2012 - Present
Cablevision July 2011 - Present
Cablevision May 2008 - July 2011
BNY Mellon December 2006 - May 2008
Skills
Call Center, Sales, Account Management, Customer Service, Marketing, Outlook, Business Development, Telecommunications, Microsoft Excel, Sales Management, PowerPoint, Access, Microsoft Word, New Business Development, Microsoft Office, Retail, Team Building, Negotiation, Data Entry
Education
City University of New York-Herbert H. Lehman College 2002 — 2006
B.B.A, Business Adm. Specialization In Finance
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation September 2011 - February 2015
U.S. Census Bureau 2009 - 2010
Allegiance Security 2009 - 2010
BNY Mellon 2005 - 2008
TD Waterhouse August 2000 - 2005
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Research, Management, Microsoft Word, Leadership, Strategic Planning, Data Analysis, Product Development, Process Improvement
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2000
Master of Arts (M.A.), Forensic Psychology
City University of New York-College of Staten Island 1993 — 1998
Bachelor of Arts (B.A.), Psychology
BNY Mellon April 2006 - November 2011
Skills
Outlook, Human Resources, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Lotus Notes
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2013
MPA, Management and Operations
City University of New York-John Jay College of Criminal Justice 2006 — 2009
BS, Criminal Justice
Computershare December 2011 - Present
BNY Mellon July 2005 - December 2011
The Bank of New York Mellon July 2005 - December 2011
Computershare July 1987 - June 2005
Computershare July 1987 - June 2005
Skills
Relationship Management, Management, Customer Service, Equities, Financial Services, Corporate Actions, Securities, Mergers, Banking, Business Analysis, Asset Managment, Investor Relations, Options, Financial Analysis
Education
City University of New York-Brooklyn College 1983 — 1987
BS, Business Management and Finance
City University of New York-Brooklyn College 1983 — 1987
BS, Business Management and Finance
Carnegie Mellon University August 2015 - Present
Carnegie Mellon University July 2013 - Present
UPMC June 2011 - July 2013
BNY Mellon August 2009 - June 2011
Keystone Basement Systems, Inc. June 2008 - December 2008
Skills
Cognos, PeopleSoft, nVision, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, English, Income Tax, Access, Time Management, Accounts Payable, Bloomberg
Education
Clarion University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity National Financial May 2014 - Present
BNY Mellon August 2010 - May 2014
Chicago Title Insurance Company June 2004 - July 2010
Wells Fargo Financial March 2002 - June 2004
McKesson Automation May 2001 - September 2001
Education
Point Park University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Clarion University of Pennsylvania 1997 — 2001
BSBA, Marketing
Moulton Logistics Management September 2014 - Present
Phelps July 2013 - June 2014
Kurtzman Carsons Consultants May 2007 - June 2013
BNY Mellon January 1999 - April 2007
SIAC January 1997 - January 1999
Reuters January 1995 - January 1997
Skills
.NET, Java, Web Development, SDLC, Databases, SQL, HTML, Testing, Software Documentation, Access, ASP.NET, Web Applications, C++, Project Management, Quality Assurance, Management, JavaScript, TFS, ASP, Microsoft SQL Server, Visual Studio, Microsoft Office, Software Development, Microsoft Excel, Requirements Analysis, Software Project..., Git, Agile Methodologies, Analysis, Leadership, C#, Visio, Integration, MVC, Business Analysis, System Administration, Test Planning, Customer Service, Process Improvement, Windows, Public Speaking
Education
Homeopathic Master Clinician Program 2014 — 2016
HMC Certificate, Homeopathy / Holistic Medicine
City University of New York-Hunter College 1990 — 1992
BA, Computer Science
Stony Brook University 1992 — 1995
MS, Computer Science
Polytechnic University 1988 — 1990
Computer Science
Los Angeles School of Homeopathy 2010 — 2013
Diploma of Homeopathy, Homeopathy
Pre-SettlementFunding.com May 2013 - Present
BNY Mellon May 2011 - May 2013
The Bank of New York Mellon November 2005 - May 2011
Skills
AML, Banking, Risk Management, OFAC, Fraud, Finance, Financial Risk, Risk Assessment, Operational Risk..., Credit, Certified Fraud Examiner, Securities, Investigation, Internal Audit, Background Checks, Private Investigations, Enforcement, Bank Secrecy Act, Internal Investigations, USA PATRIOT Act, Corporate Security, KYC, Security Management, Customer-focused Service, Due Diligence, Asset Protection
Education
Utica College 2007 — 2008
MS, Economic Crime Management
Saint John's University 2003 — 2005
Finance, Peter J. Tobin College of Business
City University of New York-College of Staten Island 2000 — 2002
Xaverian High School 1997 — 2000
High School Degree
Merrill Lynch 2006 - 2009
J.P. Morgan 2001 - May 2006
BNY Mellon 2002 - 2006
Skills
Mutual Funds
Education
City University of New York-Brooklyn College
BS, Business
Och-Ziff Capital Management February 2005 - Present
Mandarin Software Incorporated 1994 - 2013
CIBC World Markets 2004 - 2005
BNY Mellon 2000 - 2004
Instinet Corporation 2000 - 2001
Deutche Bank 1996 - 2000
Citibank 1993 - 1994
Chemical Bank 1985 - 1992
Citigroup 1990 - 1991
Skills
C#, C++, Portfolio Finance, Web Applications, Fixed Income, Oracle SQL, SQL
Education
City University of New York-College of Staten Island
BS
Brooklyn Technical High School
Regents Diploma
NLB Retirement and Insurance Planning February 2010 - Present
KLS Professional Advisors, LLC March 2008 - January 2010
BNY Mellon October 1997 - March 2008
Skills
Medicare, Life Insurance, Health Insurance, Financial Analysis, Sales Management, Sales, Event Planning, Event Management, Event Photography, Corporate Events, Events Coordination, Private Banking, Business Analysis, Business Planning, New Business Development, Budgets, Budget Monitoring, Capital Budgeting, Business Development, Microsoft Excel, Customer Service, Portfolio Management, Fixed Income, Asset Management, Investments, Financial Services, Risk Management, Financial Planning, Marketing, Wealth Management
Education
City University of New York-John Jay College of Criminal Justice
Bachelor's Degree, Criminal Justice
Kaplan University
Certificate, Financial planning
American Stock Transfer & Trust Co LLC July 2011 - Present
VMS Consulting 2010 - 2011
BNY Mellon 1968 - 2009
Education
City University of New York - School of Professional Studies
Bachelor of Science (BS), Summa Cum Laude, Business
Hunter College
BNY Mellon August 2015 - Present
BNY Mellon October 2012 - August 2015
BNY Mellon February 2007 - October 2012
Skills
Account Reconciliation, Customer Service, Social Media, Highly detail oriented, Oral & Written..., Multi Tasking, Problem Solving, Organization &..., Outstanding time..., Deadline Driven, Superior Work Ethic, Team-oriented, Highly motivated..., Microsoft Office, Microsoft Excel, Microsoft Word, Windows 7, Time Management, Financial Analysis, Marketing, Sales, Strategic Planning, Teamwork, Banking
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing Major/Information Systems Minor, 3.57 GPA
BNY Mellon May 2004 - May 2008
XCEL Fedral Credit Union June 1999 - May 2004
Skills
Internal Audit, Account Reconciliation, Bloomberg, Valuation, General Ledger, Auditing, Banking, Accruals, Internal Controls, Tax, Financial Statements, Investments, Mutual Funds, Securities, Equities
Education
City University of New York-Hunter College 1997 — 2002
Bachelor of Arts (B.A.), Economics
BNY Mellon July 2011 - Present
Brooklyn College February 2010 - April 2010
Bayard Advertising January 2006 - May 2009
Skills
Account Reconciliation, General Ledger, Accounting, Accounts Payable, Financial Statements, Accounts Receivable, Internal Controls, Tax, Bank Reconciliation, Accruals, Portfolio Management, External Audit, Hedge Funds, Fund Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, Asset Management, Equities
Education
City University of New York-Brooklyn College 2008 — 2011
Bachelor's Degree, Accounting and Finance
City University of New York-Brooklyn College 2007 — 2011
Bachelor's Degree, Accounting; Business, Management and Finance
Computershare January 2012 - Present
BNY Mellon April 2001 - December 2011
First Union November 2000 - April 2001
Barron Chase Securities July 1998 - November 2000
Skills
Licensed Series 7, 63
Education
City University of New York-College of Staten Island 1993 — 1994
Business Administration and Management, General
Saint John's University 1990 — 1993
Business Administration and Management, General
BNY Mellon December 2010 - Present
BNY Mellon, Global Corporate Trust – Public Finance November 2008 - December 2010
Wilmington Trust June 2001 - November 2008
Skills
Portfolio Management, Securities, Asset Management, Equities, Wealth Management, Fixed Income, Bloomberg, Investments, Series 7, Financial Services, Hedge Funds, Alternative Investments, Banking, Mutual Funds, Bonds, Asset Allocation, Investment Management
Education
Hunter College
Bachelor of Arts, Economics, Concentration Labor Economics Minor Latin American History
BNY Mellon March 2013 - Present
Bnymellon November 2009 - March 2013
Skills
Financial Analysis, Financial Reporting, Accounting, Risk Management, Financial Modeling, Bloomberg, Fixed Income, Equities, Financial Risk, Finance
Education
City University of New York-Hunter College
BNY Mellon July 2009 - Present
BNY Mellon July 2001 - April 2009
Nomura Securities February 1999 - July 2001
Skills
Securities, Derivatives, Equities, Fixed Income, Financial Analysis, Hedge Funds, Bloomberg, Mutual Funds, Credit Derivatives, Financial Services, Portfolio Management, Fund Accounting, Financial Reporting, Account Reconciliation, Investments, Finance
Education
Long Island University 2010 — 2013
Master of Business Administration (MBA), Finance, General, 3.63
City University of New York-Herbert H. Lehman College 1993 — 1997
Bachelors of Science,, Accounting
Experian September 2013 - Present
BNY Mellon July 2012 - September 2013
Dealertrack Technologies 2006 - July 2012
JPMorgan Chase 2000 - 2006
DLJ Direct 1999 - 2000
EquiServe, Inc. 1997 - 1999
Skills
Microsoft SQL Server, Business Intelligence, Unix, Windows, Quality Assurance, SQL, SDLC, Data Warehousing, Databases, ETL, Agile Methodologies, PL/SQL, Oracle, Integration, Security
Education
LIU Post 2002 — 2004
M.S., Management of Information Systems
City University of New York-Herbert H. Lehman College 1990 — 1995
B.A., Economics
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
BNY Mellon May 2009 - Present
CACEIS (USA) April 2003 - May 2009
Citi September 1998 - April 2003
Dean Witter Reynolds Inc. January 1996 - September 1998
Skills
Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, CDS, Accounting, Fund Accounting, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Derivatives
Education
City University of New York-Hunter College
BS, Accounting
BNY Mellon Trust OfficerChemical BankFebruary 1967 - June 1995
Education
City University of New York-Herbert H. Lehman College 1985 — 1989
BS, Business Management
BNY Mellon September 2000 - Present
Skills
Banking, Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Equities, Fixed Income, Investments, Derivatives, Financial Modeling, Global Operations, Strategic Financial..., Cash Management, Financial Risk, Treasury Management, Capital Markets, Securities, Asset Management
Education
City University of New York-Hunter College 1993 — 1996
Bachelor of Science (BS), Accounting
Dubin & Co. LP January 2015 - Present
Dubin & Co. LP November 2007 - December 2014
BNY Mellon November 2006 - November 2007
Panalpina June 2006 - November 2007
Skills
Account Reconciliation, Accounting, Bloomberg, Customer Service, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Microsoft Office
Education
City University of New York-College of Staten Island 2002 — 2006
BS, Finance
Arch Bishop Molloy High School 1997 — 2001
BNY Mellon
Skills
Business Requirements, SDLC, Fixed Income, Business Analysis, Requirements Gathering, Project Management, Process Improvement
Education
Pace University 2010 — 2013
Software Development and Engineering, MS, Computer Software Engineering, 4.0 GPA
Point Park University 2005 — 2007
Bachelor of Science (B.S.), Information Technology & Management, Summa Cum Laude
City University of New York-Hunter College 1974 — 1980
Bachelor of Science (B.S.), Accounting, 3.0
BNY Mellon
Skills
Investments, Risk Management, Banking, Asset Management, Financial Analysis, Portfolio Management, Customer Service
Education
City University of New York-Hunter College
Bachelor's Degree, Business/Corporate Communications
BNY Mellon February 2000 - Present
Verizon (formerly Bell Atlantic Corp) January 1987 - January 2000
JC Penney Company January 1985 - January 1987
Skills
Financial Analysis, Vendor Management, Risk Management, Process Improvement, Financial Services, Business Analysis, Asset Management, Microsoft Excel, Portfolio Management, Financial Modeling, Management, Relationship Management
Education
Pace University
Master of Business Administration (MBA), Finance, General
Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Accounting
BNY Mellon August 2015 - Present
Office of the City Clerk, City of New York June 2011 - August 2015
New York City Council June 2007 - August 2010
Skills
Public Administration, Policy, Legal Assistance, Research, Political Science, Outlook, PowerPoint, Legislative Affairs, Governmental Affairs, Local Government
Education
John Jay College of Criminal Justice 2012 — 2013
Master of Public Administration (MPA), Human Resources Management and Services
SUNY Oneonta 2006 — 2010
Bachelor of Science (B.S.), Child and Family Studies/Sociology
New York University December 2012 - Present
New York University July 2007 - December 2012
BNY Mellon October 2006 - July 2007
MetLife May 2005 - October 2006
New York University School Of Medicine July 1994 - May 2005
Skills
PeopleSoft, Data Analysis, Business Analysis, Financial Analysis, Access, Financial Reporting, Analysis, Budgets, Accounting, SQL, Financial Accounting, Business Intelligence, Financial Modeling
Education
Hunter College 1990 — 1994
Bachelor's degree B.S, Accounting and Finance
BNY Mellon September 2013 - Present
BNY Mellon June 2005 - Present
BNY Capital Markets September 1999 - June 2005
Skills
Microsoft Excel, Underwriting, Banking, Financial Analysis, Credit, Finance, Administrative..., Business Analysis, Analysis, Lotus Notes, Risk Management, Access, Outlook, Customer Service, Insurance, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Administration, Call Centers, Corporate Finance, Data Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Invoicing, Microsoft Word, Payroll, Process Improvement, Software Documentation, Teamwork, Time Management, Training, Management, Portfolio Management, Securities, Bloomberg, PowerPoint, Equities, Business Development, Capital Markets
Education
City University of New York-Hunter College
Kian Realty NYC October 2012 - Present
M2M Studios March 2011 - October 2012
BNY Mellon October 2008 - December 2010
CITIGROUP PRIVATE BANK October 2005 - October 2008
Skills
Office Management, Office Administration, Project Management, Real Estate, Sales, Internal Audit, Internal Controls, Policy, Online Advertising, Financial Risk, Real Estate Transactions, Budgets, Marketing, Investment Properties, Asset, Negotiation
Education
City University of New York-Hunter College
Hunter College
BNY Mellon May 2012 - August 2012
BNY Mellon May 2011 - August 2011
BNY Mellon February 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Time Management, Financial Accounting
Education
Hunter College 2011 — 2013
Bachelor of Arts (B.A.), Economics
Queens College 2008 — 2011
BNY Mellon January 2007 - Present
Wachovia Bank January 2004 - December 2006
Victoria's Secret December 2001 - December 2003
Skills
Fund Accounting, Mutual Funds, Account Reconciliation, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, GAAP, Tax, Bloomberg, Drake Tax Software
Education
City University of New York-Herbert H. Lehman College 2002 — 2006
Bachelor of Arts (BA), Accounting
BNY Mellon July 2014 - Present
Volunteer Income Tax Assistant February 2014 - April 2014
Avon January 2013 - December 2013
Skills
Accounting, Cost Accounting, Personal Finance, Business, Small Business, Accounts Receivable, QuickBooks, Accounts Payable, Invoicing, Payroll, Budgets, Bookkeeping, Business Planning, Strategic Financial..., Access, Microsoft Excel, Purchasing, Pricing, Financial Analysis, Administration
Education
City University of New York-College of Staten Island 2010 — 2014
Bachelor's degree, Accounting, 3.5
BNY Mellon 2006 - 2008
Education
Hunter College
Bachelor of Science (BS), Accounting and Finance
BNY Mellon May 2005 - Present
BNY Mellon October 2000 - May 2005
Skills
Accounting, Fixed Income, Mutual Funds, Equities
Education
City University of New York-Hunter College 1995 — 1999
BS, Accounting
BNY Mellon November 2013 - Present
BNY Mellon January 2008 - November 2013
First Investors August 2006 - December 2007
NYCB February 2005 - July 2006
Skills
Teamwork, Go to Guy, Hardwork, Hands-on Training, Financial Analysis, Financial Audits, Cash Management, Corporate Actions, Financial Reporting, Account Management, Account Reconciliation, Client Relations Skills, Accounting, Auditing, Finance, Financial Statements, Variance Analysis, Fund Accounting, Portfolio Management, Alternative Investments, Bank Reconciliation, Financial Accounting, Fixed Assets
Education
City University of New York-College of Staten Island 2002 — 2005
Bachelor of Science (BS), Accounting and Finance
New York State Department of Taxation & Finance July 2014 - Present
The New York Racing Association March 2014 - July 2014
BNY Mellon 2004 - 2013
Duchesse Jeans 2003 - 2004
Goldsky Inc. 2001 - 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Excel 2010, PeopleSoft Financial, Microsoft Access 2010, IBM Webi and Lotus Note, Wall Street Trading..., Microsoft Word 2010, Outlook 2010, QuickBooks, CHRIMS, Cash Flow
Education
City University of New York-Brooklyn College 1997 — 2002
Bachelor of Science (BS), Accounting, 3.49
Building Service 32BJ Benefit Funds March 2004 - February 2014
Salibello & Broder LLP May 1999 - March 2004
BNY Mellon October 1998 - April 1999
Hotel Employees & Restaurant Employees International Union Trust Funds March 1997 - September 1998
Skills
Business Planning &..., Change Management, Budget Planning, P&L Management Analysis, Cost Reduction..., Customer Service, Strategic Planning, Project Management, Team Development &..., Productivity &..., Quality Improvement, Management, Data Analysis, Analysis, CRM, Leadership, Auditing, Accounting, Invoicing, Project Planning, Account Reconciliation, Financial Reporting, Internal Controls, Microsoft Excel, Training
Education
City University of New York-John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Public Administration
BNY Mellon 1997 - 2000
BNY Mellon 1995 - 1997
NYC Teachers Retirement System September 1990 - May 1995
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Financial Reporting, Financial Analysis, Partnership Accounting, Tax Accounting, Investments, Internal Controls, Account Reconciliation, Accounting, Internal Audit, Fund Accounting, Bloomberg, Financial Services, Securities
Education
LIU Brooklyn 2007 — 2009
Master of Science (M.S.)
City University of New York-Hunter College 1984 — 1990
Bachelor of Science (B.S.)
BNY Mellon March 2006 - Present
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Enterprise Software
Education
City University of New York-Hunter College 1998 — 2004
Bachelor's Degree, Accounting
BNY Mellon November 2013 - Present
BNY Mellon May 2005 - November 2013
BNY Mellon June 1991 - May 2005
BNY Mellon January 1987 - June 1991
Skills
Customer Service, Financial Analysis, Investments, Risk Management, Banking, Financial Services, Finance, Project Management, Portfolio Management, Business Analysis
Education
City University of New York-Herbert H. Lehman College 1984 — 1987
New York Life Investment Mgmt August 2015 - Present
UBS Global Asset Management August 2013 - August 2015
AIG January 2008 - May 2013
BNY Mellon February 2006 - August 2007
Skills
Reference Data, Bloomberg, Databases, VBA, Microsoft Office, Microsoft Excel, Access, PAM for Securities, Bloomberg Terminal, Bloomberg Data License, Confluence, Lipper, ODBC, SQL, Master Data Management, Annual Reports, Prospectus, Reporting & Analysis, Data Analysis, Data Migration, Data Quality, Crystal Reports
Education
City University of New York-Hunter College 2003 — 2005
Bachelor's degree, Economics
Stony Brook University 1999 — 2003
Computer Science, Business