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
The Hill Group, Inc. June 2013 - Present
Duane Morris Government Strategies May 2012 - December 2012
Office of the Attorney General of Washington DC September 2011 - December 2011
BNY Mellon May 2011 - August 2011
Allegheny County District Attorney's Office May 2010 - August 2010
Skills
Public Speaking, Policy Analysis, Research, Event Planning, Politics, Microsoft Office, PowerPoint, Microsoft Word, Policy, Political Science, Public Relations, Political Campaigns, Social Media Marketing, Volunteer Management, Community Development, Data Analysis, Strategic Communications, Strategic Planning, Business Planning, Organizational..., Process Improvement
Education
Allegheny College 2009 — 2013
Bachelor's Degree, Political Science
American University 2011 — 2011
Public Law, Fall Semester 2011
Girl Scouts of the USA January 2014 - Present
Fidelity Investments August 2013 - May 2014
RR Donnelley November 2012 - May 2013
BNY Mellon October 2006 - November 2011
JPMorgan Chase January 2002 - October 2006
Skills
Microsoft Office, Customer Service, Word, Excel, Customer Relations, Research, PowerPoint, Writing, Problem Solving, Administration, Teaching, Event Management, Negotiation, Windows, Inventory Management, Public Speaking, Analysis, Public Relations, Access, Outlook, Event Planning, Team Building, Retail, Coaching, Microsoft Excel, XBRL, HTML, Financial Analysis, Recruiting, Microsoft Word, Accounting, Financial Reporting, Process Improvement
Education
Amberton University 2006 — 2007
Master of Science Human Relation, Business
Prairie View A&M University 1981 — 1985
Bachelor Of Business Administration, Marketing
BNY Mellon May 2012 - Present
BNY Mellon 2006 - May 2012
Mellon Financial 2000 - 2006
Skills
Wealth Management, Investment Management, Estate Planning, Investments, Securities, Fixed Income, Equities, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Bonds
Education
Robert Morris University 2003 — 2006
Masters of Business Administration
Allegheny College 1996 — 2000
Bachelor of Arts, Economics
Goldman Sachs February 2013 - April 2014
BNY Mellon July 2011 - January 2013
BNY Mellon March 2010 - July 2011
BNY Mellon October 2008 - March 2010
BNY Mellon February 2006 - October 2008
Mid Atlantic Capital Group September 2003 - February 2006
Yanni Partners 2000 - 2002
Skills
Project Management, Wealth Management, Due Diligence, Operations Management, Financial Services, Analysis, Risk Management, Microsoft Excel, Microsoft Office, Portfolio Management, Strategic Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2011
Executive Certificate, Leadership and Management
Cannon Financial Institute 2007 — 2009
CTFA, Certified Trust and Financial Advisor
Allegheny College 1999 — 2003
B.S., Mathematics
TD July 2013 - Present
TD April 2012 - July 2013
TD Bank February 2009 - April 2012
OEMetrix, Inc July 2000 - February 2009
Independent Contractor June 1997 - July 2000
BNY Mellon July 1990 - June 1997
Skills
Loans, Credit, Banking, Retail Banking, Commercial Banking, Finance, Underwriting, Analysis, Management, Leadership, Portfolio Management, Process Improvement, Strategy, Cash Flow, Commercial Lending
Education
Adelphi University
Bachelor of Business Administration (BBA), Majors in Marketing & Human Resources and Minor in Psychology, 4.0 GPA
TEKsystems April 2015 - Present
BNY Mellon May 2006 - April 2015
Skills
Java, Oracle, SQL, Microsoft SQL Server, Unix, Agile Methodologies, Business Analysis, DB2, Databases, SDLC, Software Development
Education
SUNY Empire State College 2006 — 2008
Bachelor of Science (BS), Computer Science
Alfred State College - SUNY College of Technology 2004 — 2006
Associate of Science (AS), Computer Science
BNY Mellon June 2007 - Present
Education
Allegheny College
Bachelor's Of Science Degree, Economics
Bridgeford Trust Company July 2012 - Present
PNC Wealth Management September 2009 - April 2011
BNY Mellon April 2007 - September 2009
Barley Snyder 2001 - 2004
Skills
Investments, Strategic Planning, Business Strategy, Portfolio Management, Strategic Financial..., Asset Managment, Equities, Wealth Management, Financial Advisory, Leadership, Asset Management, High Net Worth..., Wealth, Wealth Management..., Financial Services, Retirement Planning, Trusts, Executive Management, Credit, Insurance, Business Development, 401k, Asset Allocation, Investment Strategies, Nonprofits, Retirement, Alternative Investments, Venture Capital, Mutual Funds, Finance, Commercial Lending, Asset Protection, Marketing, Trust Services, Series 7, Loans, Investment Advisory, Investment Management, Fixed Annuities, Series 63
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Albright College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
BNY Mellon 2012 - 2014
JP Morgan Chase September 2010 - July 2012
Brown Brothers Harriman April 2008 - June 2011
Thomson Reuters 1999 - 2008
Skills
Training, Equities, Instructional Design, Fixed Income, Financial Services, Training Delivery, Vendor Management, Market Data, Financial Markets, Risk Management, Sales, Capital Markets, Series 7, Strategy, Business Analysis, Project Management, Program Management, CRM, Employee Training, Management, Leadership, Coaching, Salesforce.com, Leadership Development, Investments, Marketing
Education
Adelphi University 1992 — 1994
MBA in progress, Business Administration and Management, General
State University of New York College at Plattsburgh 1985 — 1989
BS, Business, Management, Marketing, and Related Support Services
BNY Mellon November 2011 - Present
Lincoln Financial Distributors July 2010 - November 2011
Lincoln Financial Advisors January 2010 - May 2010
Skills
Investments, Insurance, Wealth Management, Financial Modeling, Cash Flow, Financial Analysis, Underwriting, Finance, Portfolio Management, Mutual Funds, Financial Advisory, Asset Management, Customer Service, Management
Education
Adelphi University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Saint Josephs Highschool, Metuchen NJ 2002 — 2006
Bachelor of Science (BS), Finance, General
Duke University June 2013 - Present
U.S. Naval Research Laboratory May 2015 - August 2015
Duke University September 2014 - May 2015
BNY Mellon June 2014 - August 2014
US Fish and Wildlife Service May 2012 - August 2012
Pennsylvania Environmental Council August 2011 - December 2011
Allegheny College August 2011 - December 2011
Skills
Sustainability, Environmental Education, Environmental Awareness, Public Speaking, Teaching, Time Management, Nonprofits, Fundraising, Community Outreach, Microsoft Office, PowerPoint, Non-profits, Environmental..., Research, Social Media, Editing, Microsoft Word
Education
Duke University Nicholas School of the Environment 2014 — 2016
Master of Environmental Management, Coastal Environmental Management
Allegheny College 2010 — 2014
Bachelor of Science (B.S.), Environmental Science, Philosophy
James Cook University 2013 — 2013
Marine Biology
BNY Mellon May 2000 - Present
Skills
Corporate Actions, Asset Servicing, Global Client Service, Project Management, Six Sigma, Bonds, Income, Fund Accounting, Financial Services, Securities, Investment Banking, Banking, Capital Markets, Settlement, Options, Fund Administration, Bloomberg Terminal, Finance, Payments, Asset, Bloomberg, Asset Management, Cash, Business Analysis, Equities
Education
Alfred State College - SUNY College of Technology
Allegheny College August 2012 - Present
Allegheny College August 2014 - Present
Huntington National Bank May 2015 - August 2015
Hefren-Tillotson May 2014 - August 2014
Allegheny College Annual Fund September 2013 - May 2014
BNY Mellon May 2013 - August 2013
Allegheny College Office of Annual Giving September 2012 - May 2013
Skills
Management, Budgets, Economics, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Teamwork, Microsoft Word, Fundraising, Analysis
Education
Allegheny College 2012 — 2016
Bachelor of Arts (B.A.), Managerial Economics; Minor in Communication Arts
StoneCastle Financial Corp. September 2013 - Present
Federal Guaranty Insurance Company July 2013 - August 2013
Neuberger Berman July 2012 - February 2013
BNY Mellon January 2012 - May 2012
Ambac October 2011 - November 2011
DoubleRock Corp March 2007 - September 2011
JPMorgan Chase March 2002 - March 2007
Morgan Stanley Investment Management February 1995 - March 2002
Skills
Fund Accounting, Fund..., Hedge Funds, Private Equity, Mergers, Pension Funds, Compliance Monitoring, FASB, ERISA, Fund Accounting, Fund Administration, Financial Reporting, Asset Managment, Alternative Investments, Securities, Fixed Income, Equities, Mutual Funds
Education
Adelphi University 1986 — 1989
MBA, Corporate Finance
St. Francis College 1979 — 1984
BS, Accounting
Celerity January 2015 - Present
BNY Mellon November 2012 - January 2015
World Financial Group (WFG) March 2009 - August 2013
State Street October 2005 - January 2011
Skills
College Funding..., Retirement Planning, Financial Services, Recruiting, Finance, Retirement, Wealth Management, Long-term Care, Investment Advisory, Banking, Business Analysis, Business Process..., Databases, Project Management, VBA, SQL, Communication Skills
Education
Allegheny College 2001 — 2005
BA, Economics
Citi 1989 - Present
Citi Group November 2007 - September 2010
Citigroup 2007 - 2010
BNY Mellon 2005 - 2007
Skills
Bank Secrecy Act, AML, KYC, Financial Risk, Banking
Education
Adelphi University 1990 — 1993
Adelphi University 1989 — 1993
BA, Business Magmt
Citi October 2005 - Present
GlobeOp Financial Services 2003 - 2005
Roslyn Savings Bank 2001 - 2003
BNY Mellon 1998 - 2001
Chase 1997 - 1998
Skills
Hedge Funds, Mutual Funds, Recruiting, Offshore Outsourcing, Training, Team Management, Fund Administration, Equities, Fixed Income, Alternative Investments, Derivatives, Bloomberg, Credit Derivatives, Swaps, Securities, Structured Products, Bonds, Options, FX Options, Equity Derivatives, Valuation, Fund Of Funds, Interest Rate..., Corporate Actions, CDS, Back Office, Commodity
Education
Adelphi University 2001 — 2004
Master of Business Administration (MBA), Finance, General
Baruch College 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
BNY Mellon May 2012 - Present
BNY Mellon March 2008 - May 2012
Brown Brothers Harriman November 2007 - February 2008
Morgan Stanley July 2006 - July 2007
Digital Market Research, Inc February 2006 - June 2006
Skills
Securities, Financial Services, Bloomberg, Loans, Finance, Relationship Management, Bonds, Investment Banking, Corporate Finance
Education
Florida Institute of Technology 2012 — 2015
MBA, Management
Alfred University 2001 — 2005
Bachelor of Science, Business Administration/Economics
PwC January 2014 - Present
BNY Mellon February 2012 - December 2013
The Bank of New York Mellon August 2010 - February 2012
Northwest Pennsylvania Weatherization June 2009 - April 2010
Internet Providers, Inc May 2005 - August 2008
Skills
QuickBooks, Accounting, Analysis, Financial Analysis, Time Management, Microsoft Office, Training, Microsoft Excel, Access, Social Media
Education
Chatham University 2011 — 2013
MAcc, Accounting
Allegheny College 2006 — 2010
BA, Economics
Our Lady of the Sacred Heart 2002 — 2006
High School Diploma
Fannie Mae August 2013 - Present
BNY Mellon August 2011 - August 2013
InterContinental Hotels Group (IHG) February 2002 - May 2011
Bank of America September 1999 - February 2002
IBM February 1997 - October 1999
American Express February 1992 - August 1997
Skills
Sourcing, Negotiation, Outsourcing, Hospitality, Hotels
Education
Saint John's University 1992 — 1994
Mgmt cert, Executive Management
Florida Institute of Technology 1988 — 1990
MS contracts, Business Law, Contracts
Adelphi University 1986 — 1988
MBA, Finance
St. Joseph's College 1982 — 1986
BS, Business and Accounting
BNY Mellon March 2012 - Present
BNY Mellon July 2009 - March 2012
BNY Mellon June 2008 - July 2009
Davies Community Service Leader - Redevelopment Authority of the City of Meadville, PA May 2007 - July 2007
Curran Taylor, Inc June 2003 - January 2007
Skills
Teamwork, Leadership, Conflict Resolution, Integrity, Spanish, Relationship Management, Economics, Financial Analysis, Securities, Credit Risk, Credit, Credit Analysis, Lines Of Credit, Letters of Credit, Credit Scoring, Derivatives, Finance, Investments, Valuation, Business Strategy, Bloomberg, Accounting, Analysis
Education
University of Pittsburgh - Katz School of Business 2009 — 2011
Masters, Business Administration; Finance
Allegheny College 2004 — 2008
Bachelor of Arts, Managerial Economics
Peters Township High School
BNY Mellon November 2014 - Present
BNY Mellon January 2013 - October 2014
BNY Mellon September 2012 - July 2013
BNY Mellon September 2011 - September 2012
Dollar Bank May 2010 - August 2010
Skills
Financial Services, Financial Analysis, Risk Management, Banking, Treasury Management, Financial Modeling, Finance, Relationship Management
Education
Allegheny College 2006 — 2010
B.A., Managerial Economics
BNY Mellon January 2011 - Present
BNY Mellon May 2009 - January 2011
BNY Mellon September 2008 - May 2009
University of North Florida January 2008 - May 2008
Ladies Professional Golf Association May 2007 - November 2007
Giant Eagle May 2004 - 2007
Skills
Compliance, Research, Policy, Legal Research, Westlaw, Spanish-speaking, Anti-corruption, Regulatory Affairs, Government Procurement, Campaign Finance, Legal Writing, Analysis, Due Diligence, Training, Process Improvement, Public Speaking
Education
Florida Coastal School of Law 2005 — 2008
J.D., Law
Allegheny College 2001 — 2005
B.A., Political Science & Spanish
H.J. Heinz Company June 2014 - Present
H.J. Heinz Company December 2013 - May 2014
H.J. Heinz Company September 2013 - December 2013
H.J. Heinz Company September 2012 - August 2013
H.J. Heinz Company August 2011 - September 2012
BNY Mellon February 2011 - August 2011
BNY Mellon January 2010 - February 2011
The Bank of New York July 2007 - January 2010
Limited Brands October 2008 - September 2009
Allegheny College Chemistry Department - Philip J. Persichini Group August 2005 - May 2007
Skills
Data Analysis, Accounting, Accounts Payable, Forecasting, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, SAP, Budgets, Analytics
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Business
Allegheny College 2003 — 2007
Bachelors, Chemistry
Oakland Catholic 1999 — 2003
Sustainable Silicon Valley 2015 - Present
Indian Terrain Fashions Limited 2011 - 2012
BNY Mellon 2010 - 2010
Indian Terrain Fashions Limited June 2007 - May 2009
Madura Garments January 2007 - May 2007
Skills
Key Account Management, Business Strategy, Business Planning, Budgeting, Business Analysis, Business Management, Corporate Communications, Reputation Management, Stakeholder Engagement, Marketing Communications, Communications Planning, Market Analysis, Project Coordination, Merchandising Strategies, Retail Buying, SPSS, MS Office Suite, Marketing Strategy, Brand Management, Retail, Market Research
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master’s Degree, Business Analytics
Manchester Business School 2009 — 2010
Master of Science, Corporate Communications
National Institute of Fashion Technology 2003 — 2007
St. Joseph's Public School
GE Capital January 2015 - Present
Synchrony Financial January 2015 - Present
Amazon October 2014 - January 2015
Covance December 2013 - September 2014
LabCorp December 2013 - September 2014
BNY Mellon May 2012 - December 2013
Pershing, a BNY Mellon company May 2012 - December 2013
KIPP June 2010 - May 2012
The Harley Group @ Financial Companies July 2008 - June 2010
Luminent Mortgage Capital February 2007 - July 2008
Skills
Windows..., Exchange 2000, 2003,..., SQL 6.5, 7.0, 2000,..., VMware, Citrix, Microsoft Hyper-V Server, DEC/Compaq/HP OpenVMS..., Linux, SUN Solaris, IBM AS/400, Databases: SQL, Oracle,..., Lotus Notes Domino..., Cisco Firewalls (ASA..., Cisco Call Manager, Cisco Switches, Juniper NetScreen, Fortinet Fortigate, Baracuda, Kaseya, Solarwinds, Microsoft Dynamics GP, SUN Accounting, Filenet, Documentum, Intex, CDOnet, ABSnet, Bond Studio, TPG, SAS, SSI LMS, SS&C CAMRA, Antares and Debt &..., ERP, Blackberry Enterprise..., Smart Phone Technologies, GFI Mail Archiver, HP Openview, Applied Systems Vision, AMS360, Market Data: Bloomberg,..., Phone Systems: Nortel..., Smart Phone..., Hedge Funds, Microsoft SQL Server, Blackberry, Derivatives, Telephone, Windows, Microsoft Exchange
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Arts (BA), Business and Technology
Mercer County Community College
Associate of Science (AS), Information Systems
Alfred University
Ceramic Engineering
The Hun School of Princeton 1975 — 1979
College Prep
BNY Mellon April 2014 - Present
Bank of New York Mellon July 2009 - Present
Morgan Stanley May 2006 - May 2009
SAP-SUNY Albany 2005 - 2006
Skills
Performance Management, Human Resources, Microsoft Word, Management, Payroll, Deferred Compensation, PowerPoint, Microsoft Office, Time Management, Personnel Management, Business Process, PeopleSoft, Employee Relations, Microsoft Excel
Education
Community College of Allegheny County 2012 — 2015
Software Development Certificate, Software Development
University at Albany, SUNY 2004 — 2006
MBA, Human Resource Information Systems (HRIS)
Allegheny College 2000 — 2004
BA, Economics
American University
DICK'S Sporting Goods April 2015 - Present
BNY Mellon November 2012 - April 2015
Bank of New York Mellon June 2011 - November 2012
BNY Mellon February 2009 - June 2011
The Campus Newspaper May 2007 - May 2008
Strategic Analysis Incorporated May 2006 - January 2007
Skills
Adobe Photoshop, Microsoft Office, Global Link Systems, Photoshop, Research, PowerPoint, Microsoft Word, Microsoft Excel, Data Analysis
Education
Duquesne University 2011 — 2013
MBA
Allegheny College 2004 — 2008
Bachelor of Arts, Classical Studies, Managerial Economics
HM Health Solutions, a Highmark Inc. company December 2014 - Present
Beacon Hill Staffing Group January 2011 - June 2014
Progressive Systems August 2010 - October 2010
Mellon Bank January 1988 - January 2009
BNY Mellon April 1998 - November 1998
Skills
Requirements Analysis, Testing, JCL, COBOL, Training, VSAM, Analysis, IMS DB/DC, SDLC, Microsoft Excel, Databases
Education
Pace University 2008 — 2009
Certificate in Software Engineering
Allegheny College 1974 — 1978
B.S, Mathematics
BNY Mellon March 2012 - Present
Meadville Medical Center September 2010 - January 2011
Allegheny Financial Group May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, Bloomberg, Finance, Cash Management, Corporate Finance, Auditing, Retail Sales, Retail Category..., Financial Statements
Education
Allegheny College 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Carlow University 2013 — 2014
Master of Science (MS), Financial Forensics and Fraud Investigation
Oxford Solutions April 2012 - Present
BNY Mellon August 2011 - April 2012
BNY Mellon February 2010 - August 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Accounts Payable, Cost Accounting, Account Reconciliation, Executive Management, Banking, Investments, Tax Accounting, JD Edwards, Private Equity, Tax Law, SAP
Education
Allegheny College
Burrell High School
Apollo Global Management LLC May 2014 - Present
Lazard December 2008 - May 2014
BNY Mellon June 2004 - December 2008
Skills
PeopleSoft, SQL, Microsoft Office, nVision, TM1, PeopleSoft Financial, PeopleTools, PowerPoint, Microsoft Word, Microsoft Excel, Business Analysis, Financials, Budgets, Accounting, Sales, Project Management, Business Strategy, Customer Service, Analysis, Financial Reporting, Business Process..., General Ledger, Banking, Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Risk Management, Forecasting, Bloomberg, Business Intelligence, Financial Services, ERP, Equities, Mergers & Acquisitions
Education
Adelphi University 2001 — 2005
Bachelors, Finance
MicroStrategy November 2014 - Present
MicroStrategy April 2008 - Present
BNY Mellon 2007 - 2008
BNY Mellon 2000 - 2007
BNY Mellon 1988 - 2000
Skills
Business Intelligence, Financial Analysis, Analytics, Forecasting, Dashboard, Business Analysis, Banking, Data Warehousing, Enterprise Software, Product Management, Cloud Computing, SaaS, Business Analytics, Financial Services, Professional Services, Data Modeling, Process Improvement, Business Process, Program Management, Strategy, Business Development, ERP, CRM, Management, Risk Management, Solution Selling, Management Consulting, Financial Modeling, Business Strategy, Strategic Partnerships, Business Process..., Project Management, Analysis
Education
Adelphi University
MBA, Finance
Hope College 1972 — 1976
BA, Science
Canadian Academy 1968 — 1972
Goldman Sachs March 2011 - Present
BNY Mellon October 2006 - November 2010
JPMorgan December 2003 - October 2006
Imprimis Group March 1996 - December 2003
Mortgage Bankers' Consultants March 1994 - March 1996
Skills
Instructional Design, Leadership Development, Learning Management..., Soft Skills, Adobe Acrobat, Visio, Lectora, Lotus Notes, Outlook, PowerPoint, SumTotal, SnagIt, WebEx, ADDIE, Adobe Connect, Excel, Word, Pathlore Learning..., Sharepoint, Survey Monkey, Facilitating, LMS, Project, Knowledge Planet LMS, HBDI, Cornerstone, Budgeting, Orientation Programs, Change Management, Organizational Learning, Blended Learning
Education
Amberton University 2011 — 2013
Master of Science (MS), Human Resources and Training
University of North Texas 1989 — 1993
Bachelor of the Arts
Seyfarth Shaw January 2011 - Present
BNY Mellon January 2009 - June 2010
Education
Bentley College 2005 — 2008
BS, Corporate Communications
Adelphi University 2010 — 2012
MBA, Human Resources
Rendina Healthcare Real Estate June 2013 - Present
Automotive Managment Services, Inc. February 2012 - May 2013
Mengel, Metzger, Barr & Co. LLP October 2009 - December 2011
BNY Mellon May 2008 - August 2008
Skills
Financial Statements, Bank Reconciliation, Journal Entries, Cash Flow, Financial Reporting, Accruals, Auditing, Financial Analysis, Internal Controls, Finance, Microsoft Excel, Microsoft Office, Management, Microsoft Word, Research, Photoshop, PowerPoint, Training, Leadership, Sales
Education
Alfred University 2005 — 2009
Bachelor of Science (B.S.), Accounting
BNY Mellon June 2015 - Present
Pelletier Library May 2012 - May 2015
BNY Mellon May 2014 - August 2014
Ansaldo STS May 2013 - August 2013
Skills
Public Speaking, Teamwork, PowerPoint, Microsoft Office, Leadership, Analysis, Research, Economics, Management, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Data Analysis, Time Management, Writing, Accounting, Team Leadership, Market Research, Marketing, Risk Management, Social Media, Event Planning, Project Management, Editing, Business Analysis, Derivatives, Finance, Sales, Communication, Banking, Financial Markets, Financial Services, Critical Thinking
Education
Allegheny College 2011 — 2015
Bachelor of Arts (B.A.), Economics
BNY Mellon August 2015 - Present
Wells Fargo November 2011 - July 2015
Commercial International Bank(CIB) November 2006 - March 2011
Mobinil January 2002 - October 2006
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Credit Risk, Corporate Finance, Financial Reporting, Trade Finance, Budget Analysis, Budgeting, Performance Analysis, Benchmarking, Credit Analysis, MIS, Valuation, Financial Planning, Presentation Skills, Cash Flow Forecasting, Mergers & Acquisitions, Financial Risk, Forecasting, Retail Banking, Commercial Banking, Accounting
Education
Ain Shams University
Bachelor of Science (B.Sc.), Accounting and Business/Management - English Section
CBS Radio 2013 - Present
BNY Mellon 2012 - 2013
Michael Kors 2011 - 2013
Skills
Account Management, Marketing, Sales, Salesforce.com, Social Media, Marketing Strategy, Social Media Marketing, Analytics, CRM, Financial Analysis, Client Services, Marketing Communications, Facebook, Microsoft Excel, Digital Marketing, Market Research, Integrated Marketing, Competitive Analysis, Online Advertising, Cold Calling, Advertising, Social Networking, Microsoft Office, PowerPoint, Event Planning, Customer Service
Education
Allegheny College 2007 — 2011
Bachelor's degree, Economics
Riverview
Children's Aid Society July 2015 - Present
BNY Mellon May 2014 - August 2014
Entertainment Basketball Classics June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Teamwork, Finance, Financial Reporting, Time Management, Event Management, Team Leadership, Financial Modeling
Education
Albertus Magnus College 2011 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
BNY Mellon July 2015 - Present
KeyBanc Capital Markets 2012 - May 2014
BNP Paribas May 2011 - November 2011
KeyBanc Capital Markets September 2008 - April 2011
Deutsche Bank Securities 1998 - 2008
Sanwa Securities 1990 - 1997
Skills
Accounting, Fixed Income, Securities, Treasury, Banking, Mortgage Lending, Sales, Currency, MBS, Pension Funds
Education
Allegheny College 1979 — 1983
BS Econmoics , Business/ Economics
BNY Mellon Tax Researach and Compliance InternBNY MellonMay 2012 - August 2012
BNY Mellon May 2011 - August 2011
BNY Mellon May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Lotus Notes, Economics, Accounting, Tax Research, Data Analysis
Education
Allegheny College 2009 — 2013
Merkle IMPAQT November 2013 - Present
BNY Mellon August 2013 - November 2013
First Colonial Group May 2012 - August 2012
Filtra-Systems Company May 2011 - August 2011
Skills
SAS, Statistics, Mathematics, SQL, Data Analysis, Microsoft Office, Financial Modeling, Google Adwords, Google Analytics, WebTrends Analytics, Finance, Budgets, Investments
Education
Allegheny College 2009 — 2013
Bachelor's Degree, Mathematics
Hawthorn, PNC Family Wealth June 2015 - Present
PNC Investments (Unofficial) September 2014 - June 2015
Merrill Lynch May 2014 - September 2014
BNY Mellon Wealth Management May 2013 - August 2013
BNY Mellon May 2012 - August 2012
Education
Allegheny College 2010 — 2014
Bachelor of Arts (B.A.), Managerial Economics
Upper St. Clair High School
BNY Mellon 2000 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, English, Team Leadership
Education
Adelphi University 2010 — 2012
Bachelor's degree, Management and Communications
Bank Leumi USA January 2014 - Present
Capital One June 2011 - January 2014
HSBC October 2010 - June 2011
Santander Bank, N.A. 2005 - 2010
TD 2003 - 2005
BNY Mellon 1996 - 2002
NatWest Bank 1988 - 1996
BNY Mellon 1984 - 1988
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Underwriting, Risk Management, Asset Based Lending, Capital Markets, Financial Analysis, Cash Management, Small Business Lending, Commercial Mortgages, Financial Risk, Financial Services, Lines Of Credit, Loan Origination, Middle Market, Mortgage Lending, Relationship Management, Retail Banking, Business Planning, Financial Structuring, Leadership, Structured Finance, Executive Management, Strategic Financial..., Management, Business Development, Corporate Finance, Financial Modeling, Finance, Mergers, Cross Selling, Marketing
Education
Adelphi University 1982 — 1984
MBA, Finance
Stony Brook University
B.A., Economics
BNY Mellon September 1997 - September 2009
Atlantic Bank of New York November 1988 - August 1997
Education
Adelphi University
Master of Business Administration (M.B.A.), Finance, General
Fordham University
Bachelor’s Degree, Economics
BNY Mellon December 2014 - Present
Verizon Wireless June 2008 - May 2014
Best Telecom, Inc June 1998 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Access
Education
Allegheny College
Chemistry & Music
North Allegheny High School
BNY Mellon March 2015 - Present
ModCloth May 2013 - March 2015
Allegheny Health Network November 2011 - May 2013
BNY Mellon July 2011 - November 2011
Skills
Human Resources, Employee Relations, Project Coordination, Reporting & Analysis, Management, Microsoft Excel, Personnel Management, Social Networking, Research, Social Media, Leadership, Analysis
Education
Chatham University 2009 — 2011
University of Pittsburgh 2009 — 2011
Allegheny College 2007 — 2009
Bny Mellon March 2008 - Present
Bear Stearns November 1982 - March 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Bonds, Trading, Financial Markets, Capital Markets, Portfolio Management, Investments, Financial Risk, Options, FX Options, Investment Banking, Back Office, Risk Management, Equities, Corporate Actions, Middle Office, Securities, Settlement, Structured Products, Global Custody, Account Reconciliation, Prime Brokerage, MBS, Credit Derivatives, Trading Systems, Securities Lending, Alternative Investments, Collateral Management, Mutual Funds, CDS, Financial Services, Electronic Trading, ABS, Equity Trading, DTC, Series 7, Relationship Management, Asset Allocation, Swaps, Emerging Markets, Credit Risk, Operational Risk..., Cash Management, Banking, Financial Modeling, Credit, Equity Derivatives
Education
New York Institute of Finance 1986 — 1987
Margin and Investment Banking Program
Adelphi University 1975 — 1978
BNY Mellon June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank October 2012 - March 2014
State Street Bank April 2011 - October 2012
Colin's February 2010 - October 2010
BOSTON FINANCIAL INVESTMENT MAN. (MMA) February 2007 - September 2007
Skills
Corporate Finance, Analysis, Derivatives, Financial Statements, Bonds, US GAAP, Stocks, Bloomberg, Financial Modeling, Microsoft Office, Mutual Funds, Partnerships, Financial Analysis, Budgets, Account Reconciliation, Finance, Auditing, Accounting, Fund Accounting, Financial Reporting, Bloomberg Terminal, Hedge Funds, Fixed Income, Securities, Corporate Actions, Fund Of Funds, General Ledger, GAAP, Microsoft Excel, Equities, Alternative Investments
Education
Bentley University 2007 — 2009
Master of Science, Finance
Suffolk University 2004 — 2006
Bachelor of Science, Business Management
American College of Thessaloniki 2003 — 2004
Bachelor of Science, Business Management
Cyprus International University 2001 — 2003
Bachelor of Science, Business Management
F.K.G.A.L 1994 — 2001
Mathematics, Mathematics
bank of new yok mellon September 2010 - Present
BNY Mellon September 2007 - Present
BNY Mellon September 2007 - Present
North Fork Bank 2005 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Banking, Account Reconciliation, Investments, Financial Services, Risk Management
Education
Alexandria University 1987 — 1993
Bachelor's degree, Accounting and Finance
faculty of commerce, alexandria, egypt 1987 — 1993
Bachelor's degree, Bachelor of science business administration, major accounting
NCR Corporation April 2015 - Present
BNY Mellon September 2013 - April 2015
BNY Mellon (CEI) July 2011 - September 2013
Ipswitch 1999 - 2004
Skills
Theaters, Radio, Music Industry, Social Media, On Air Talent, Hockey, DJ, Sponsorship, Event Planning, Public Relations, Sound, Creative Writing, Video, Social Networking, Television, Creative Direction, Copywriting, Marketing, Technical Support, Salesforce.com, Facebook, Acting, Music Production, Online Marketing, Blogging, Editing, Project Management, Social Media Marketing, Video Editing, Photography, Dreamweaver, Talent Management, Interviews, Windows, Digital Marketing, Event Management, System Administration, CRM, Music, Advertising, Graphic Design, Online Advertising, SharePoint, SDLC
Education
Aiken Technical College 1988 — 1990
North Augusta High School 1986 — 1988
Diploma, General Studies
BNY Mellon July 2015 - Present
Vanguard April 2015 - July 2015
Vanguard March 2014 - April 2015
Vanguard June 2012 - March 2014
Griffin Financial Group February 2011 - June 2012
First Niagara Bank September 2008 - February 2011
Skills
Banking, Customer Service, Finance, Analysis, Financial Analysis, Mutual Funds, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg
Education
Albright College
Bachelor of Science, Business Administration and Finance
BNY Mellon August 2015 - Present
The Hill Group, Inc. May 2014 - August 2014
Janet Hays and Company, Inc. August 2009 - June 2011
Skills
Organization, Leadership, Time Management, Interpersonal Skill, Intrapersonal Skills, Public Speaking, Enthusiasm to learn, Social Skills, Social Media, Data Analysis, Spanish
Education
Allegheny College 2011 — 2015
Bachelor of Arts (BA), Economics and Spanish, 3.6/4.0
Herricks High School 2014 - Present
NYC Department of Education September 2005 - August 2014
Argo Real Estate 2002 - 2005
BNY Mellon 2000 - 2002
American Trails West 1999 - 2000
Skills
Budgets, Classroom, Classroom Management, Curriculum Development, Curriculum Mapping, Differentiated..., Educational Leadership, Educational Technology, Microsoft Excel, Literacy, Lesson Planning, Tutoring, Technology Integration, Teaching, Staff Development, K-12, Sales, Strategic Planning
Education
Stony Brook University 2010 — 2012
Advanced Graduate Masters Degree, Educational Leadership and Administration, General
Touro College 2004 — 2005
Post Masters, Special Education and Teaching
Adelphi University 2002 — 2004
Master's degree, Secondary Education and Teaching
Binghamton University 1996 — 2000
Bachelor's degree, History
BNY Mellon October 2014 - Present
Denali Education Center April 2013 - Present
Duquesne University August 2013 - August 2014
Duquesne University August 2013 - August 2014
Denali Education Center May 2006 - November 2012
Eastern Mountain Sports October 2008 - March 2009
Skills
Public Speaking, Community Outreach, Nonprofits, Non-profits, Program Development, Program Evaluation, Fundraising, Volunteer Management, Sustainability, Grant Writing, Program Management, Higher Education, Environmental Education
Education
Duquesne University 2013 — 2014
MBA + Sustainability
Allegheny College 2002 — 2006
Bachelor of Science, Environmental Science
National Outdoor Leadership School
Patagonia Semester: Sea Kayaking/Mountaineering
James Cook University
Marine Biology & Tourism
U.S. Cargo January 2015 - Present
Pennsylvania Air National Guard June 2010 - March 2015
BNY Mellon November 2014 - December 2014
Allegheny College September 2013 - May 2014
Circuit City July 2008 - December 2008
Skills
Customer Service, Loss Prevention, Merchandising, Retail, Cashiering, Retail Sales, Inventory Management, Visual Merchandising, Customer Satisfaction, Sales, Microsoft Office, Inventory Control, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Data Entry, Cash Register, Social Skills, Leadership, Teamwork
Education
Allegheny College 2010 — 2014
Bachelor of Arts, Managerial Economics, 3.1
Communication Navigation Technical School 2010 — 2010
Certification, Communication Navigation Mission Systems, High Honors
Electronics Principles 2009 — 2010
Certification, Electronics, High Honors
North Hills High School 2006 — 2009
LPL Financial March 2006 - Present
BNY Mellon August 2003 - February 2006
JPMorgan Chase May 1996 - May 2003
Skills
Series 7, FINRA, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Services, Series 24, Series 63, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Retirement, IRAs, Investment Strategies, Uniform Combined State..., Alternative Investments, Series 6, 401k
Education
Adelphi University 1992 — 1993
Master of Business Administration (M.B.A.), Banking and Finance
New York University, Stern School of Business 1986 — 1990
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Xavier High School
BNY Mellon July 2013 - Present
Dollar Bank, FSB June 2013 - July 2013
Success Financial Solutions January 2013 - May 2013
Allegheny College August 2011 - December 2012
VITA January 2012 - April 2012
Overlook Green Senior Living May 2009 - January 2012
Allegheny College August 2010 - May 2011
Skills
Public Speaking, Community Outreach, Fundraising, Critical Thinking, Research, Event Planning, Facebook, Microsoft Office, Social Media, Volunteer Management, PowerPoint, Non-profits, Student Affairs, Cpr Certified, SPSS
Education
Allegheny College 2009 — 2012
BA, Managerial Economics
Baldwin High School 2005 — 2009
Atlas Search July 2015 - Present
University of Pittsburgh Katz Graduate School of Business July 2014 - July 2015
The ExecuSearch Group June 2011 - July 2014
BNY Mellon June 2008 - June 2011
Education
Allegheny College 2004 — 2008
BA, Economics / Spanish
BNY Mellon August 2013 - Present
Women's Services, Inc. May 2013 - July 2013
Allegheny County June 2011 - August 2012
The Medicine Shoppe January 2006 - August 2012
Internal Revenue Service January 2012 - April 2012
Skills
Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Mathematics, Mathematica, LaTeX, Stata, Social Media, Accounting, Data Analysis, Teamwork, PowerPoint, Customer Service, Research, Event Planning, Public Speaking, Finance
Education
Allegheny College 2009 — 2013
Bachelor's Degree, Economics, 3.43/4.0
Accenture March 2015 - Present
BNY Mellon December 2013 - March 2015
PNC September 2013 - December 2013
Allegheny College September 2011 - May 2013
Erie Insurance Group May 2012 - August 2012
Skills
Economics, Microsoft Excel, Microsoft Word, PowerPoint, Korean, Research, Higher Education, Time Management, Data Analysis, SPSS, Public Speaking, Teamwork, Critical Thinking
Education
Allegheny College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Foresight Financial Partners, LLC 2014 - Present
Creative Financial Group of New Jersey 2011 - 2014
J.M. Egan Wealth Advisors, LLC 2003 - 2011
Edward Jones 2002 - 2003
BNY Mellon 1996 - 2002
Coldwell Banker 1995 - 1996
Malverne Realty 1991 - 1995
National Grid 1981 - 1983
Federal Reserve Bank of New York 1979 - 1981
Skills
Investments, Strategic Financial..., Estate Planning, Insurance, IRAs, Financial Planners, Retirement Planning, Retirement, Fixed Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Asset Allocation, Long-term Care, Series 7, Wealth Management, Executive Benefit...
Education
Adelphi University 1987 — 1989
CFP, Certificate in Financial Planning
Boston College 1975 — 1979
Bachelor of Arts, Economics
BNY Mellon June 2014 - Present
Small Business Administration December 2012 - February 2014
Workway April 2012 - August 2012
Wells Fargo Home Mortgage October 2011 - April 2012
Wells Fargo Home Mortgage January 2008 - April 2012
WF Home Mortgage September 2010 - October 2011
WF Home Mortgage November 2009 - September 2010
WF Home Mortgage January 2008 - November 2009
Washington Mutual October 2005 - August 2007
ADP May 1999 - May 2004
Skills
Customer Service, Negotiation, Leadership Development, Public Speaking, Loans, Credit, Management, Sales, Portfolio Management, Analysis, Finance, CRM, Customer Satisfaction, Teamwork, Interviews, Leadership, Training
Education
Cardinal Stritch University
Alverno College
Alverno College
College of Business & Management
Community Leadership & Development
BNY Mellon September 2015 - Present
BNY Mellon April 2014 - September 2015
BNY Mellon September 2013 - April 2014
BNY Mellon April 2013 - September 2013
West View Savings Bank September 2011 - April 2013
Internal Revenue Service January 2011 - April 2011
Skills
Financial Services, Project Management, International Trade, Statistics, Statistical Data..., Regression Analysis, Qualitative Research, Quantitative Research, Political Economy, International Political..., Econometrics, Bloomberg, Derivatives, Equities, Finance, Financial Analysis, Fixed Income, Microsoft Excel, Risk Management, Trading, Portfolio Management, Investments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Allegheny College 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Economics
ECI Development, Ltd. November 2014 - Present
Children of Promise, NYC May 2014 - October 2014
Freelance October 2013 - October 2014
Freelance October 2013 - October 2014
BNY Mellon December 2011 - September 2013
Edward Jones June 2011 - November 2011
Skills
Bloomberg, Financial Analysis, Economics, Financial Modeling, Mutual Funds, Tax Accounting, Film Production, Securities, Finance
Education
Allegheny College 2007 — 2011
BA, Economics
Cathedral Preparatory School
BNY Mellon February 2010 - Present
Regent Technologies, LLC 2009 - 2010
Keane July 2009 - November 2009
State Street Corp 2007 - June 2009
Keane, Inc. June 2001 - June 2009
marchFIRST March 1999 - March 2001
Andersen Consulting June 1992 - March 1999
Skills
Bloomberg Terminal, Inforalgo, Financial Services, Mergers, Leadership, Capital Markets, Project Portfolio..., SDLC, Requirements Gathering, Business Analysis, Vendor Management, Business Process..., PMP, Risk Management, Software Project..., CRM, IT Strategy, Business Process..., Program Management, PMO, Process Improvement, Business Intelligence, Management, Business Process, Integration, Project Management, Business Development
Education
Allegheny College 1988 — 1992
BA
BP High School 1985 — 1988
FirstMerit Bank March 2012 - April 2013
PNC Financial Services Group May 2010 - March 2012
Panther Expedited Services January 2010 - May 2010
Ohio Savings Bank May 2002 - January 2010
National City Bank September 1999 - April 2002
Key Bank July 1997 - August 1999
BNY Mellon June 1995 - June 1997
Skills
Vendor Management, Project Management, Strategic Planning, Quality Assurance, PMO, Change Management, Integration, SharePoint, Cross-functional Team..., Business Analysis, Process Improvement, Team Leadership
Education
Ashland University Richard E. and Sandra J. Dauch College of Business and Economics 2004 — 2007
MBA, Information Technology and Organizational Development
Allegheny College 1991 — 1995
BA, Economics and Finance
Poland Seminary High School
BNY Mellon January 2013 - Present
BNY Mellon June 2011 - January 2013
Bony/Mellon October 2005 - June 2011
Dreyfus / Mellon February 2000 - March 2006
Columbia Federal Savings January 1998 - February 2000
Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Financial Analysis, Hedge Funds, Financial Modeling, Account Reconciliation, Equities, Fixed Income, Asset Management, Derivatives, Financial Services, Accounting, Corporate Actions, Fund Administration, Investments
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.)
Adelphi University 2004 — 2006
Master's degree, Finance, General
Queens College 1996 — 1999
BA, Accounting and Info Systems
BNP Paribas June 2010 - Present
BNP Paribas Fortis August 2006 - June 2010
WestLB 2000 - 2003
BNY Mellon 1995 - 2000
Skills
Derivatives, Equity Derivatives, Structured Products, Equities, ISDA, Prime Brokerage, Capital Markets, Investment Banking, Options, Securities, Banking, Financial Markets
Education
Albany Law School of Union University 2003 — 2006
JD, Business Law
Brandeis University
Bachelor's degree, Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Santander Bank, N.A. January 2015 - Present
Vanguard February 2014 - January 2015
BNY Mellon May 2011 - September 2013
BNP Paribas 2008 - June 2011
SEI 2003 - 2008
Skills
Equities, Middle Office, Fixed Income, Mutual Funds, Investments, Asset Management, Bloomberg, Financial Services, Derivatives, Hedge Funds, Securities, Banking, Alternative Investments, Financial Markets, Corporate Actions
Education
Alvernia University 1997 — 2002
Bachelor of Arts (B.A.), Accounting
Alvernia University 1997 — 2002
BS in Accounting, Accounting
BNY Mellon April 2009 - Present
Mellon Financial March 2008 - Present
Bank of New York Mellon 2006 - Present
Mellon Financial December 2006 - March 2008
Education
Allegheny College 2001 — 2006
BA, Communications
BNY Mellon August 1999 - Present
Education
Alderson-Broaddus College
BA Degree, Psychology
BNY Mellon June 2007 - Present
Suny College of Technology at Alfred: Residential Life June 2005 - May 2007
SUNY college of Technology at Alfred: Student Life March 2006 - March 2007
Skills
Account Reconciliation, Mutual Funds, Fixed Income, Bonds, Investments, Hedge Funds, Financial Analysis, Microsoft Excel, Fund Accounting, Financial Reporting, Strategic Financial..., Bloomberg, Accounting, Portfolio Management, PowerPoint, Microsoft Office, Lotus Notes, Access, Equities, Risk Management, Bloomberg Terminal, Derivatives, Securities, Financial Services
Education
Alfred State College - SUNY College of Technology 2003 — 2007
BBA, Financial Planning
Alfred State College - SUNY College of Technology 2003 — 2005
AAS, Business Administration
Midwood 1999 — 2003
Regents Diploma, Humanities/Humanistic Studies
BNY Mellon
Skills
Alternative Investments, Asset Management, Banking, Equities, Financial Services, Fixed Income, Investment Management, Investments, Mutual Funds, Portfolio Management, Securities
Education
Allegheny College 1990 — 1994
Economics
BNY Mellon February 2005 - Present
Laurel Capital Advisors December 1999 - February 2005
Skills
Asset Managment, Bloomberg, Mutual Funds, Capital Markets, Securities, Asset Management, Asset Allocation, Due Diligence, Financial Modeling, Wealth Management, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Fixed Income, Investment Management, Investments, Equity Research, Investment Advisory
Education
Allegheny College
BA, Economics
Bowling Green State University
MBA, Business
BNY Mellon February 1991 - Present
Skills
Risk Management, Asset Managment, Investments, Business Analysis, Valuation, Project Management, Process Improvement, Portfolio Management, Business Process..., Financial Modeling, Financial Analysis, Equities
Education
Temple University 1982 — 1987
MBA, Real Estate
Allegheny College 1979 — 1981
KubeTech Custom Molding, Inc. November 2012 - October 2013
BNY Mellon 2010 - 2012
ATI Allegheny Ludlum 2007 - 2010
Alcoa 2003 - 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Variance Analysis, Budget Process, Forecasting, Financial Modeling, Ad Hoc Reporting, Strategic Financial..., Process Improvement, Continuous Improvement, Microsoft Office, Access, Hyperion Enterprise, Hyperion HFM, Hyperion Reports, Oracle Applications, PeopleSoft, Microsoft Forecaster, Learn New Software..., Creative Solutions, Communication Skills, People Skills, Energetic team player, Budgets, Sarbanes-Oxley Act
Education
Washington and Jefferson College 1997 — 2001
BA, Accounting
Allegheny College
BNY Mellon September 2009 - Present
Credit Suisse January 2006 - February 2009
Citigroup June 1998 - December 2005
Salomon Brothers September 1988 - May 1998
Skills
Risk Management, IT Strategy, Strategy, Disaster Recovery, chief administrative..., Applications..., Information Risk, Information Security, Information Security..., Information Security..., Information Security..., Risk Assessment, Operational Risk, Operational Risk..., Change Management, Team Management, IT Management, Executive Management, Executive Positions, Board of Directors..., Board of Directors..., Business Continuity, IT Risk Management, IT Project & Program..., Strategic IT Management, CIOs, Leadership, Team Leadership, Cross-functional Team..., Organizational..., Strategic Leadership, Thought Leadership, Integration, Acquisition Integration, Technology Integration, Data Integration, Enterprise Software, Software Development, Software Project...
Education
Adelphi University 1982 — 1986
B.S., Computer Science
Innovu, LLC January 2015 - Present
Towers Watson April 2011 - December 2014
Banyan Consulting October 2007 - June 2011
BNY Mellon May 2007 - September 2007
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Benefits Administration, Life Insurance, Medicare, Underwriting, Brokers, Healthcare, Managed Care, Employee Relations, Strategic Planning, Risk Management, Pensions, Workers Compensation, Retirement, Process Improvement, Fixed Annuities, Reinsurance, Defined Benefit, Long-term Care, Term Life Insurance
Education
Allegheny College 2003 — 2007
Managerial Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
BNY Mellon/Dreyfus November 2014 - Present
BNY Mellon/Dreyfus October 2011 - October 2014
BNY Mellon October 2010 - September 2011
HomeGoods May 2009 - October 2010
Fortunoff October 2006 - May 2009
L.L. Weans June 2005 - October 2006
Montessori Children's School 1997 - 2006
Skills
Retail, File Management, Customer Service, Distribution Center..., Outlook, Merchandising, Inventory Management, Visual Merchandising, Office Management, Call Center, Loss Prevention, Benefits Administration, Sales, Microsoft Word, Customer Satisfaction
Education
Adelphi University 1979 — 1981
MA, Elementary Education
Investment Advisors 2008 - Present
BNY Mellon 1982 - 2007
Skills
High Net Worth..., Private Banking, Credit, Commercial Lending, Commercial Banking, Underwriting, Loans, Credit Analysis, Banking, Lines Of Credit, Risk Management, Middle Market, Commercial Credit, Workout, Credit Risk
Education
University of Pittsburgh 1980 — 1981
Master of Business Administration (MBA), Finance, General
Allegheny College 1974 — 1978
Master of Science (MS), Economics
BNY Mellon July 2010 - Present
BNY Mellon April 2009 - July 2010
BNY Mellon March 2007 - April 2009
Education
State University of New York Empire State College 2006 — 2007
BA, Business Management and Economics
Alfred State College - SUNY College of Technology 1977 — 1979
AAS, Business
John F. Kennedy High
BNY Mellon April 2010 - Present
Bank of America April 2004 - June 2010
Skills
Loans, Loan Servicing, Manage Client..., Team Leadership, Mortgage Servicing, Residential Mortgages, Investor Reporting, Microsoft Office, Microsoft Excel, Relationship Management, CRM, Customer Service
Education
Robert Morris University 2005 — 2007
MBA, Business Administration, 3.9
Allegheny College 1999 — 2003
BA, Managerial Economics, 3.4
Prudential Financial February 2013 - Present
BNY Mellon August 2012 - February 2013
SS&C Technologies January 2008 - August 2012
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Securities, Fund Accounting, Valuation, Hedge Funds, Business Analysis, Microsoft Excel, Crystal Reports, SDLC, Microsoft Office, Bloomberg Terminal, Lotus Notes, Mutual Funds
Education
Albertus Magnus College 2010 — 2012
Masters of Business Administration
Central Connecticut State University 2003 — 2007
B.S, Finance
BNY Mellon February 2011 - June 2014
BNY Mellon July 2005 - February 2011
BNY Mellon September 2003 - July 2005
BNY Mellon June 1996 - September 2003
Skills
Written and Verbal, Organizational..., Management, Business Process..., Securities, Financial Services, Corporate Actions, Mutual Funds, Alternative Investments, Marketing, Capital Markets, Hedge Funds, Equities, Global Custody, Fixed Income, Asset Managment, Derivatives, Investments, Investment Management, Portfolio Management, Bloomberg, Asset Management, Banking, Finance, Relationship Management, Financial Markets
Education
Adelphi University 1987 — 1990
Master of Business Administration (MBA), Banking & Finance
State University of New York College at Plattsburgh 1981 — 1985
Bachelor of Science (B.S.), Management
Nomura Securities April 2014 - Present
BNY Mellon October 2006 - December 2011
Cowen and Company August 2002 - June 2006
Reuters America April 2000 - July 2002
Morgan, Lewis & Bockius LLP January 1998 - March 2000
Rogers & Wells (Clifford Chance) September 1996 - January 1998
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Corporate Law, Securities Offerings, Corporate Finance, Transactional Law, Public Equity Offerings, Contract Law, Underwriting, Private Placements, Debt & Equity Financing, Corporate Governance, General Commercial..., Securities, Acquisitions
Education
University of Michigan Law School 1993 — 1996
JD, Law
Adelphi University 1984 — 1988
BA, cum laude, French
Google June 2013 - Present
Morgan Stanley November 2007 - May 2013
Morgan Stanley October 2001 - October 2007
iXL August 1999 - September 2001
BNY Mellon November 1998 - July 1999
PTC June 1995 - October 1998
Education
Manchester Business School 2012 — 2015
Master of Business Administration (MBA)
Cornell University 1994 — 1995
Master, Computer Science
BNY Mellon Accounting and Finance Analyst VSantander Bank, N.A.May 2015 - Present
Skills
Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Hedge Funds, Financial Services, Accounting, Asset Management, Corporate Actions, Finance, Derivatives, Equities, Financial Analysis, Fixed Income, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities
Education
Albright College 1996 — 2000
BS, Accounting
BNY Mellon July 2012 - Present
BNY Mellon September 2008 - June 2012
BNY Mellon January 2004 - August 2008
BNY Mellon April 1999 - December 2003
BNY Mellon July 1995 - March 1999
Skills
Retirement Planning, Leadership, Tax, Client Services, Mutual Funds, Equities, Pensions, Banking, Financial Analysis, Asset Management, Securities, Financial Services, Project Management, Team Building, Fixed Income, Budgets, Management, Investments, Risk Management, Mergers & Acquisitions
Education
Robert Morris University 1996 — 1999
M.B.A., Business Administration
Allegheny College 1991 — 1995
B.A., Economics
YMCA February 2014 - Present
The Newport Group April 2012 - September 2013
BNY Mellon 2005 - 2012
Mellon HR Solutions 1999 - 2005
Dreyfus 1991 - 1999
Merrill Lynch 1985 - 1990
Skills
401k, Pensions, ERISA, Defined Benefit, Employee Benefits, Business Analysis, Outsourcing, Mutual Funds, Retirement, Financial Services, Series 63, Series 7, Defined Contribution, Investments, Asset Allocation
Education
Adelphi University
MBA, Finance
State University of New York College at Oneonta
Bachelor of Science (BS), Economics
The Wheatley School
BNY Mellon July 2011 - Present
BNY Mellon July 2007 - July 2011
Skills
Microsoft Excel, Strategic Planning, Customer Service, Financial Analysis, PowerPoint, Process Improvement, Analysis, Public Speaking, Finance, Financial Reporting
Education
Waynesburg University 2010 — 2012
Master of Business Administration (MBA), Business/Human Resources/Leadership
Allegheny College 2003 — 2007
Bachelor of Arts (B.A.), Ecnomics
PNC July 2015 - Present
PLS Logistics Services January 2015 - July 2015
BNY Mellon Wealth Management 2013 - 2014
BNY Mellon 2011 - 2013
Internal Revenue Service 2010 - 2011
MAS Transit & Supply 2007 - 2010
Skills
Finance, Relationship Management, Statistics, Financial Analysis, Wealth Management, Account Reconciliation, Tax, Risk Management, Mutual Funds, Strategic Financial..., Investments, Banking, Valuation, Securities, Estate Planning, Corporate Finance, Customer Service
Education
Allegheny College 2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics
Broward County Aviation Department March 2015 - Present
MediQuik, Inc January 1997 - Present
Tripoly International April 2014 - November 2014
Delaware Partners January 2013 - April 2014
Service Program for Older People (SPOP) October 2002 - December 2012
BNY Mellon 1987 - 2002
Skills
Financial Analysis, Management, Finance, Change Management, Financial Modeling, Business Analysis, Budgets, Business Strategy, International Project..., Strategic Planning, Analysis, Project Management, Small Business, Managerial Finance, Auditing, Management Consulting
Education
University of Manchester - Manchester Business School 2009 — 2013
MBA, Global Business, With Merit
Boston University 1978 — 1982
BA, International Relations
New York University
Certificate in Network Administration
New York University
Independent 2010 - Present
Citi 2006 - 2010
BNY Mellon 1997 - 2006
Bankers Trust Co. 1987 - 1995
Chemical Bank 1968 - 1980
Chemical Bank 1968 - 1980
Skills
Trade Finance, Vendor Management, International Trade, Banking, Credit, Transaction Banking, Commercial Banking, Financial Transactions, Product Management, Trading, Financial Services, Cash Management, Credit Risk, Structured Finance, Treasury Management, Financial Institutions, Risk Management, Portfolio Management, Relationship Management
Education
Albion College
BA, Economics
Fordham University - Graduate School of Business Administration
MBA, Finance
St. John's College
Northwestern Mutual May 2011 - Present
Adelphi University September 2010 - May 2011
BNY Mellon June 2008 - August 2008
Skills
Finance, Microsoft Excel, Management, PowerPoint, Investments, Financial Analysis, Microsoft Office, Microsoft Word
Education
Adelphi University 2008 — 2012
BSA, Finance
Adelphi University 2008 — 2012
Bachelor of Science (B.S.), Finance
BNY Mellon November 2009 - Present
BNY Mellon October 2006 - Present
BNY Mellon October 2006 - Present
Puget Sound and Ball Corporation August 2009 - November 2009
Education
University of Phoenix 2009 — 2011
Master of Arts, Business Administration
Allegheny College 2002 — 2006
B.A., Economics
Allegheny College 2002 — 2006
B.A., Economics
Allegheny College
Bachelor of Arts, Economics
Delta Management Associates Inc. July 2013 - Present
Ameriprise Financial Services, Inc. February 2008 - March 2012
BNY Mellon January 2006 - December 2007
State Street Bank May 2001 - November 2005
Skills
Compliance Management, Risk Management, Auditing, Anti Money Laundering, Investments, Credit Risk, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Securities, Bloomberg, Microsoft Office
Education
Simmons College - Simmons School of Management 2004 — 2006
Aix-Marseille Université 1998 — 1999
French
Framingham State University
Bachelor's degree, International Business
adrak associates retiredCommercial Bank of New York1991 - 2002
Bank of New York 1980 - 1990
BNY Mellon 1970 - 1980
Skills
Project Management, Financial Analysis, Strategic Planning, Change Management, Risk Management, Financial Modeling, Process Improvement, SQL, Management Consulting, Business Strategy, Investments
Education
Adelphi University
Bachelor of Arts (B.A.), Mathematics
Adelphi University
Master of Business Administration (M.B.A.), Business Administration and Management, General
BNY Mellon April 2011 - November 2014
bnymellon August 1978 - December 2011
Education
Alexandria University 1974 — 1978
Bachelor's degree, Accounting, Pass
Alexandria University
GfK September 2012 - Present
AXA Equitable July 2011 - September 2012
AIG March 2008 - June 2011
Lehman Brothers May 2006 - September 2007
BNY Mellon June 1999 - May 2006
Skills
Investments, Financial Services, Wealth Management, Mutual Funds, Risk Management, Equities, Asset Management, Fixed Income, Strategic Financial..., Securities, Insurance, Portfolio Management, Alternative Investments, Financial Analysis, Financial Modeling, Hedge Funds
Education
Adelphi University 2003 — 2005
Master of Business Administration (MBA), Finance, General
Queens College 1994 — 1999
Bachelor's degree, Accounting
JP Morgan Chase 2006 - Present
BNY Mellon 1996 - 2006
National Westminster Bank 1990 - 1996
Skills
Commercial Banking, Commercial Lending, Credit, Banking, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Lines Of Credit, Credit Risk, Cash Flow, Treasury Management, Commercial Mortgages, Cash Management, Consumer Lending
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Finance, General
Adelphi University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
BNY Mellon June 2007 - Present
Education
Allegheny College
Bachelor of Science (B.S.), Economics
City of Cheyenne, Wyoming August 2015 - Present
City of Coralville April 2014 - May 2015
The University of Iowa August 2013 - May 2015
BNY Mellon December 2012 - August 2013
BNY Mellon May 2011 - November 2012
BNY Mellon July 2008 - May 2011
Allegheny Commercial Real Estate Services, Inc. May 2007 - August 2007
Center for Political Participation, Allegheny College May 2006 - October 2006
Center for Political Participation, Allegheny College January 2006 - April 2006
Education
University of Iowa 2013 — 2015
Master of Science (MS), Urban and Regional Planning
Point Park University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Allegheny College 2004 — 2008
Bachelor's degree, Political Science and Government
Retired April 2015 - Present
BNY Mellon October 2014 - April 2015
BNY Mellon June 2013 - March 2015
BNY Mellon June 2011 - June 2013
BNY Mellon June 2007 - June 2011
Mellon Financial June 2002 - June 2007
Mellon Financial June 1999 - June 2002
Mellon Financial June 1997 - June 1999
Mellon Financial June 1995 - June 1997
Skills
Solution Implementation, Production Support, Operations Management, operating systems, Process Engineering, Operational Planning, Operational Risk..., Team Leadership, Risk Management, IT Service Management, Service Delivery..., Project Delivery, Project Engineering, Process Automation, Major Incident..., Technology Integration, Technical Support, ITIL, Business Continuity, Financial Services, Project Management, IT Management, IT Strategy, Management, Disaster Recovery, Business Analysis, SDLC, Vendor Management, Process Improvement, Information Technology, Program Management, Integration, Data Center, Enterprise Software
Education
Allegheny College 1980 — 1981
Chemistry and Computer Science
University of Rochester 1979 — 1980
Chemical Engineering