BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Al Keshvarzian Al Keshvarzian's BNY Mellon Experience 1996 - 1999
Job
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
AIG April 2005 - November 2012
Alero Capital Corporation (formerly Garban Corp, LLC) American Stock Exchange January 2003 - April 2005
Rockwell Financial Group September 1999 - January 2003
BNY Mellon 1996 - 1999
Skills
Series 7, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Investments, Series 63, Valuation, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Connecticut 1990 — 1995
B.S - Bachelor of Science
University of Connecticut 1990 — 1995
B.A - Bachelor of Arts
Wells Fargo October 2012 - Present
AIG April 2005 - November 2012
Alero Capital Corporation (formerly Garban Corp, LLC) American Stock Exchange January 2003 - April 2005
Rockwell Financial Group September 1999 - January 2003
BNY Mellon 1996 - 1999
Skills
Series 7, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Investments, Series 63, Valuation, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Connecticut 1990 — 1995
B.S - Bachelor of Science
University of Connecticut 1990 — 1995
B.A - Bachelor of Arts
Lisa Monique Foster Lisa Monique Foster's BNY Mellon Experience March 2003 - May 2005
Job Financial Services
Industry Financial Services
Experience
Fannie Mae March 2015 - Present
Bank of America September 2009 - February 2014
Avnet Technology Solutions December 2007 - September 2009
Countrywide Home Loans May 2005 - November 2007
BNY Mellon March 2003 - May 2005
Skills
Credit, Mortgage Lending, Microsoft Excel, Training, Accounting, Leadership, Data Entry, Finance, Banking, Underwriting, Microsoft Word, Mortgage Banking, Mortgage Servicing, Microsoft Office, Accounts Payable &..., Petty Cash, General Ledger, Monthly Close, Account Reconciliation, Customer Service, Accounts Payable, Financial Analysis, Outlook
Education
Collin County Community College 2012 — 2015
Associate of Arts (A.A.), Accounting and Finance
Collin County Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Fannie Mae March 2015 - Present
Bank of America September 2009 - February 2014
Avnet Technology Solutions December 2007 - September 2009
Countrywide Home Loans May 2005 - November 2007
BNY Mellon March 2003 - May 2005
Skills
Credit, Mortgage Lending, Microsoft Excel, Training, Accounting, Leadership, Data Entry, Finance, Banking, Underwriting, Microsoft Word, Mortgage Banking, Mortgage Servicing, Microsoft Office, Accounts Payable &..., Petty Cash, General Ledger, Monthly Close, Account Reconciliation, Customer Service, Accounts Payable, Financial Analysis, Outlook
Education
Collin County Community College 2012 — 2015
Associate of Arts (A.A.), Accounting and Finance
Collin County Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Stuart Bienenstock Stuart Bienenstock's BNY Mellon Experience June 2000 - August 2002
Job Vice President at Approved Funding
Industry Real Estate
Experience
Approved Funding February 2015 - Present
SJB Capital August 2008 - Present
Triple Five September 2002 - August 2008
BNY Mellon June 2000 - August 2002
HSBC May 1999 - May 2000
Ernst & Young November 1997 - May 1999
Skills
Commercial Real Estate, Real Estate Transactions, Negotiation, Investment Properties, Finance, Commercial Lending, Investments, Real Estate, Loan Origination, Management, Mortgage Lending, Underwriting, Sales, Leases, Real Estate Development, Argus Modeling, Yardi Property..., Real Estate Financing, Disposition, Project Management, Acquisitions, Portfolio Management, Valuation, Real Estate Economics, Due Diligence, Dispositions
Education
Columbia Business School 1997 — 1999
Master's degree, Real Estate
Ner Israel Rabbinical College 1996 — 1998
Bachelor's degree, Talmudic Studies, Summa Cum Laude
Approved Funding February 2015 - Present
SJB Capital August 2008 - Present
Triple Five September 2002 - August 2008
BNY Mellon June 2000 - August 2002
HSBC May 1999 - May 2000
Ernst & Young November 1997 - May 1999
Skills
Commercial Real Estate, Real Estate Transactions, Negotiation, Investment Properties, Finance, Commercial Lending, Investments, Real Estate, Loan Origination, Management, Mortgage Lending, Underwriting, Sales, Leases, Real Estate Development, Argus Modeling, Yardi Property..., Real Estate Financing, Disposition, Project Management, Acquisitions, Portfolio Management, Valuation, Real Estate Economics, Due Diligence, Dispositions
Education
Columbia Business School 1997 — 1999
Master's degree, Real Estate
Ner Israel Rabbinical College 1996 — 1998
Bachelor's degree, Talmudic Studies, Summa Cum Laude
Louis Velez, PHR, SHRM-CP Louis Velez, PHR, SHRM-CP's BNY Mellon Experience 2008 - 2010
Job Corporate Recruiter and Taleo Administrator at BOSH Global Services Inc.
Industry Defense & Space
Experience
BOSH Global Services November 2012 - Present
ProTemps 2010 - 2012
BNY Mellon 2008 - 2010
The Sutherland Group 1999 - 2004
Skills
Employee Relations, Talent Acquisition, Recruiting, Systems Engineering, Human Resources, Program Management, Technical Recruiting, Proposal Writing, Requirements Analysis, DoD, Customer Service, Team Building, Security Clearance, Onboarding, Interviews, Microsoft Office, Training, Temporary Placement, Temporary Staffing, Job Fairs, Staffing Services, Resume Writing, Applicant Tracking..., Benefits Administration, College Recruiting, Intelligence, Job Coaching, Interview Preparation, Government Contracting, Workforce Planning, HRIS, Hiring, Air Force, Defense, Military, Information Assurance, Deferred Compensation, Navy, National Security, Military Experience, Personnel Management, Intelligence Analysis, Military Operations, Command, Screening Resumes, Contract Recruitment, Sourcing, Permanent Placement, Internet Recruiting
Education
Columbia College 2008 — 2010
BA, Business Administration/HRM
Universidad Adventista de Las Antillas 1984 — 1987
BOSH Global Services November 2012 - Present
ProTemps 2010 - 2012
BNY Mellon 2008 - 2010
The Sutherland Group 1999 - 2004
Skills
Employee Relations, Talent Acquisition, Recruiting, Systems Engineering, Human Resources, Program Management, Technical Recruiting, Proposal Writing, Requirements Analysis, DoD, Customer Service, Team Building, Security Clearance, Onboarding, Interviews, Microsoft Office, Training, Temporary Placement, Temporary Staffing, Job Fairs, Staffing Services, Resume Writing, Applicant Tracking..., Benefits Administration, College Recruiting, Intelligence, Job Coaching, Interview Preparation, Government Contracting, Workforce Planning, HRIS, Hiring, Air Force, Defense, Military, Information Assurance, Deferred Compensation, Navy, National Security, Military Experience, Personnel Management, Intelligence Analysis, Military Operations, Command, Screening Resumes, Contract Recruitment, Sourcing, Permanent Placement, Internet Recruiting
Education
Columbia College 2008 — 2010
BA, Business Administration/HRM
Universidad Adventista de Las Antillas 1984 — 1987
Jim Walsh's BNY Mellon Experience 1972 - 1976
Job Senior Advisor in US Asia Asset Management Business
Industry Investment Management
Experience
Walsh Advisors, LLC 2002 - Present
Nikko Asset Management 2014 - Present
KKR Prisma October 2004 - March 2013
Zurich Financial Services 2000 - 2002
Société Générale Securities Corporation 1996 - 2000
Prudential Securities Corporation 1990 - 1995
The First Boston Corporation/CSFB 1976 - 1990
Credit Suisse First Boston 1983 - 1987
Stevens Institute of Technology 1973 - 1976
BNY Mellon 1972 - 1976
Skills
Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Venture Capital, Capital, Fund Of Funds, Asset Management, Start-ups, Asset Managment, Leadership Development, International Business, Asia Pacific, Entrepreneur, Senior Executive..., Strategic Planning, Cross-border M&A, Strategic Alliances, 36, Equities, Fixed Income, Investments, Strategy, Management, Entrepreneurship, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1970 — 1972
MBA, International Finance
Stevens Institute of Technology 1965 — 1971
BS, MS, physics
Walsh Advisors, LLC 2002 - Present
Nikko Asset Management 2014 - Present
KKR Prisma October 2004 - March 2013
Zurich Financial Services 2000 - 2002
Société Générale Securities Corporation 1996 - 2000
Prudential Securities Corporation 1990 - 1995
The First Boston Corporation/CSFB 1976 - 1990
Credit Suisse First Boston 1983 - 1987
Stevens Institute of Technology 1973 - 1976
BNY Mellon 1972 - 1976
Skills
Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Venture Capital, Capital, Fund Of Funds, Asset Management, Start-ups, Asset Managment, Leadership Development, International Business, Asia Pacific, Entrepreneur, Senior Executive..., Strategic Planning, Cross-border M&A, Strategic Alliances, 36, Equities, Fixed Income, Investments, Strategy, Management, Entrepreneurship, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1970 — 1972
MBA, International Finance
Stevens Institute of Technology 1965 — 1971
BS, MS, physics
Chris Caverly Chris Caverly's BNY Mellon Experience November 2005 - July 2011
Job Category Marketing Manager
Industry Retail
Experience
Staples September 2015 - Present
Sears Holdings Corporation July 2013 - September 2015
Sears Holdings Corporation May 2012 - July 2012
BNY Mellon November 2005 - July 2011
Skills
Financial Analysis, Management, Marketing, Strategy, Portfolio Management, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Marketing
Colgate University 2001 — 2005
B.A., Economics, Political Science
Staples September 2015 - Present
Sears Holdings Corporation July 2013 - September 2015
Sears Holdings Corporation May 2012 - July 2012
BNY Mellon November 2005 - July 2011
Skills
Financial Analysis, Management, Marketing, Strategy, Portfolio Management, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Marketing
Colgate University 2001 — 2005
B.A., Economics, Political Science
Rebeca Pierre Rebeca Pierre's BNY Mellon Experience February 2013 - Present
Job Sub. Paraprofessional
Industry Education Management
Experience
BNY Mellon February 2013 - Present
Year Up 2012 - 2013
Ultimate Staffing March 2012 - April 2012
Queens Central Library August 2007 - September 2009
Skills
Microsoft Office, Strategic Planning, Communication Skills, Customer Service, Project Management, Sketcher, Art Education, Interior Design, Close Attention to..., Intuitive Leadership, RBC-Interior Finishes, Teamwork, Bilingual, Time Management, Analysis, Public Speaking, Data Analysis
Education
Year Up 2012 — 2013
Project Management
College of Central Florida 2009 — 2011
College Credits, PT
BNY Mellon February 2013 - Present
Year Up 2012 - 2013
Ultimate Staffing March 2012 - April 2012
Queens Central Library August 2007 - September 2009
Skills
Microsoft Office, Strategic Planning, Communication Skills, Customer Service, Project Management, Sketcher, Art Education, Interior Design, Close Attention to..., Intuitive Leadership, RBC-Interior Finishes, Teamwork, Bilingual, Time Management, Analysis, Public Speaking, Data Analysis
Education
Year Up 2012 — 2013
Project Management
College of Central Florida 2009 — 2011
College Credits, PT
Jacob Merchant Jacob Merchant's BNY Mellon Experience March 2015 - Present
Job Data Quality Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
Self-Employed July 2014 - March 2015
BNY Mellon June 2013 - March 2015
BNY Mellon January 2012 - June 2013
BNY Mellon July 2011 - December 2011
Suburban Propane March 2010 - July 2011
L & JG Stickley May 2006 - March 2010
Skills
Microsoft Excel, Analytics, Analysis, Process Improvement, SQL, Data Analysis, Process Automation, Python, Big Data, Machine Learning, Microsoft Office, Access, PowerPoint, Customer Service, Accounting, VBA, Team Leadership, Quality Assurance, Innovation, SharePoint, Troubleshooting, Financial Services, Data Aggregation, Outlook, Problem Solving, Alteryx, Data Science, Workflow Management, Finance, Investments, Business Intelligence, Vertica, R, Algorithms, Tableau, Predictive Analytics, Databases, Artificial Intelligence, Forecasting, ODBC
Education
Columbia College
Bachelor of Business Administration (BBA), Minor in Economics
Onondaga Community College
Humanities
Syracuse University
History, Economics, Education
Rochester Institute of Technology
Computer Science, MIS
BNY Mellon March 2015 - Present
Self-Employed July 2014 - March 2015
BNY Mellon June 2013 - March 2015
BNY Mellon January 2012 - June 2013
BNY Mellon July 2011 - December 2011
Suburban Propane March 2010 - July 2011
L & JG Stickley May 2006 - March 2010
Skills
Microsoft Excel, Analytics, Analysis, Process Improvement, SQL, Data Analysis, Process Automation, Python, Big Data, Machine Learning, Microsoft Office, Access, PowerPoint, Customer Service, Accounting, VBA, Team Leadership, Quality Assurance, Innovation, SharePoint, Troubleshooting, Financial Services, Data Aggregation, Outlook, Problem Solving, Alteryx, Data Science, Workflow Management, Finance, Investments, Business Intelligence, Vertica, R, Algorithms, Tableau, Predictive Analytics, Databases, Artificial Intelligence, Forecasting, ODBC
Education
Columbia College
Bachelor of Business Administration (BBA), Minor in Economics
Onondaga Community College
Humanities
Syracuse University
History, Economics, Education
Rochester Institute of Technology
Computer Science, MIS
Ryan Blewitt Ryan Blewitt's BNY Mellon Experience July 2015 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
BNY Mellon May 2013 - Present
J.P. Morgan September 2012 - May 2013
BNY Mellon February 2011 - September 2012
BNY Mellon March 2010 - February 2011
BNY Mellon March 2008 - March 2010
Skills
Tax, Institutional..., Corporate Tax, Tax Law, International Tax, Hedge Funds, Mutual Funds, FATCA, 1099 Preparation, Banking, Global Custody, Securities, Withholding, Corporate Law
Education
Temple University - James E. Beasley School of Law 2008 — 2009
Master of Laws (LLM), Taxation
Syracuse University College of Law 2004 — 2007
Doctor of Law (JD), Law
Colorado State University 2000 — 2004
Bachelor of Arts (BA), Economics
BNY Mellon July 2015 - Present
BNY Mellon May 2013 - Present
J.P. Morgan September 2012 - May 2013
BNY Mellon February 2011 - September 2012
BNY Mellon March 2010 - February 2011
BNY Mellon March 2008 - March 2010
Skills
Tax, Institutional..., Corporate Tax, Tax Law, International Tax, Hedge Funds, Mutual Funds, FATCA, 1099 Preparation, Banking, Global Custody, Securities, Withholding, Corporate Law
Education
Temple University - James E. Beasley School of Law 2008 — 2009
Master of Laws (LLM), Taxation
Syracuse University College of Law 2004 — 2007
Doctor of Law (JD), Law
Colorado State University 2000 — 2004
Bachelor of Arts (BA), Economics
Gregory Richter Gregory Richter's BNY Mellon Experience July 2006 - December 2007
Job AVP Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Goldman Sachs January 2010 - January 2014
Goldman Sachs January 2008 - December 2009
BNY Mellon July 2006 - December 2007
State Street Bank October 2005 - June 2006
Skills
Settlement, Banking, Corporate Actions, Bloomberg
Education
Suffolk University 2007 — 2009
Master of Science (MS), Finance, General
College of the Holy Cross 2000 — 2005
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch February 2014 - Present
Goldman Sachs January 2010 - January 2014
Goldman Sachs January 2008 - December 2009
BNY Mellon July 2006 - December 2007
State Street Bank October 2005 - June 2006
Skills
Settlement, Banking, Corporate Actions, Bloomberg
Education
Suffolk University 2007 — 2009
Master of Science (MS), Finance, General
College of the Holy Cross 2000 — 2005
Bachelor of Arts (BA), Economics
Sylvia Reeves Sylvia Reeves's BNY Mellon Experience January 2015 - Present
Job Loan Administrator
Industry Investment Management
Experience
BNY Mellon January 2015 - Present
Experis March 2014 - January 2015
Macy's September 2013 - March 2014
BOA May 2004 - July 2012
Nations Bank/Bank of America October 1997 - January 2004
Budget Car & Truck Rental 1994 - 1995
Skills
Risk Management, Credit, Banking, Financial Analysis, Investments, Credit Analysis, Fixed Income, Finance, Capital Markets, Securities, Retail Banking, Equities, Credit Risk, Analysis, Cash Management, Business Analysis, Investment Banking, Derivatives, Financial Risk, Bloomberg, Treasury Management, Retail Sales, Relationship Management, Operational Risk, Customer Service, Leadership, Microsoft Office, Team Building, Trading, PowerPoint, Sales, Training, Process Improvement, Strategic Planning, Microsoft Excel, Management
Education
Colorado Technical University 2013 — 2015
Master of Science in Management, Organizational Leadership and Change
Colorado Technical University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prairie View A&M University 1989 — 1992
Business and Management Center 1985 — 1989
BNY Mellon January 2015 - Present
Experis March 2014 - January 2015
Macy's September 2013 - March 2014
BOA May 2004 - July 2012
Nations Bank/Bank of America October 1997 - January 2004
Budget Car & Truck Rental 1994 - 1995
Skills
Risk Management, Credit, Banking, Financial Analysis, Investments, Credit Analysis, Fixed Income, Finance, Capital Markets, Securities, Retail Banking, Equities, Credit Risk, Analysis, Cash Management, Business Analysis, Investment Banking, Derivatives, Financial Risk, Bloomberg, Treasury Management, Retail Sales, Relationship Management, Operational Risk, Customer Service, Leadership, Microsoft Office, Team Building, Trading, PowerPoint, Sales, Training, Process Improvement, Strategic Planning, Microsoft Excel, Management
Education
Colorado Technical University 2013 — 2015
Master of Science in Management, Organizational Leadership and Change
Colorado Technical University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prairie View A&M University 1989 — 1992
Business and Management Center 1985 — 1989
Elizabeth Dodds Elizabeth Dodds's BNY Mellon Experience December 2007 - August 2010
Job Consultant at World Bank, Innovation Labs
Industry International Trade and Development
Experience
The World Bank October 2012 - Present
The World Bank October 2011 - April 2012
The World Bank July 2011 - September 2011
BNY Mellon December 2007 - August 2010
Skills
Research, International..., Economics, Social Media, Policy Analysis, International Relations, Microsoft Office, Capacity Building, Economic Development, Public Policy, Writing, Editing, Qualitative Research, Statistical Data..., Nonprofits, Strategic Planning, Stata, Data Analysis, Policy
Education
London School of Economics and Political Science 2010 — 2012
Masters in Public Administration, Public & Economic Policy / International Development, Distinction
Colgate University 2003 — 2007
Bachelor of Arts, International Relations & French, Magna cum laude
The World Bank October 2012 - Present
The World Bank October 2011 - April 2012
The World Bank July 2011 - September 2011
BNY Mellon December 2007 - August 2010
Skills
Research, International..., Economics, Social Media, Policy Analysis, International Relations, Microsoft Office, Capacity Building, Economic Development, Public Policy, Writing, Editing, Qualitative Research, Statistical Data..., Nonprofits, Strategic Planning, Stata, Data Analysis, Policy
Education
London School of Economics and Political Science 2010 — 2012
Masters in Public Administration, Public & Economic Policy / International Development, Distinction
Colgate University 2003 — 2007
Bachelor of Arts, International Relations & French, Magna cum laude
Saji Paul Saji Paul's BNY Mellon Experience July 2013 - June 2015
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
BNY Mellon July 2013 - June 2015
Citigroup June 1998 - April 2013
J P Morgan June 1997 - June 1998
Federal bank 1994 - 1997
CMC Technologies India Pvt Ltd 1993 - 1994
Greater Noida Authority 1990 - 1993
Skills
Reference Data, Trading Systems, Equities, Prime Brokerage, Wealth Management..., Capital Markets, Fixed Income, Resource Management, Project Management, Vendor Management, Investment Banking, Derivatives, Middle Office, Corporate Actions, SDLC, Financial Services, SWIFT payments, Hedge Funds, Sybase, Market Data, Program Management, Requirements Analysis, Software Development, Electronic Trading, Back Office, Global Custody, Securities Lending, Business Analysis, Management, Risk Management, Software Project..., IT Strategy, Portfolio Management, Settlement, Equity Derivatives, Credit Derivatives, Databases, Banking, Enterprise Architecture, Consulting, Relationship Management, Governance, Integration, Requirements Gathering, Leadership, PMO, Agile Methodologies, SQL, Trading, Financial Risk
Education
College of Engineering, Trivandrum 1987 — 1990
Masters, Computer Applications
College of Engineering, Trivandrum 1987 — 1990
Master's degree, Computer Programming, Specific Applications
Citigroup July 2015 - Present
BNY Mellon July 2013 - June 2015
Citigroup June 1998 - April 2013
J P Morgan June 1997 - June 1998
Federal bank 1994 - 1997
CMC Technologies India Pvt Ltd 1993 - 1994
Greater Noida Authority 1990 - 1993
Skills
Reference Data, Trading Systems, Equities, Prime Brokerage, Wealth Management..., Capital Markets, Fixed Income, Resource Management, Project Management, Vendor Management, Investment Banking, Derivatives, Middle Office, Corporate Actions, SDLC, Financial Services, SWIFT payments, Hedge Funds, Sybase, Market Data, Program Management, Requirements Analysis, Software Development, Electronic Trading, Back Office, Global Custody, Securities Lending, Business Analysis, Management, Risk Management, Software Project..., IT Strategy, Portfolio Management, Settlement, Equity Derivatives, Credit Derivatives, Databases, Banking, Enterprise Architecture, Consulting, Relationship Management, Governance, Integration, Requirements Gathering, Leadership, PMO, Agile Methodologies, SQL, Trading, Financial Risk
Education
College of Engineering, Trivandrum 1987 — 1990
Masters, Computer Applications
College of Engineering, Trivandrum 1987 — 1990
Master's degree, Computer Programming, Specific Applications
Jackie Alvarez's BNY Mellon Experience 2003 - 2006
Job Helping firms be innovative through agile change
Industry Financial Services
Experience
Investit June 2011 - Present
Cutter Associates July 2006 - June 2011
BNY Mellon 2003 - 2006
Lynx Financial December 1993 - April 2003
Acumen International March 1987 - December 1993
SunGard September 1985 - October 1987
Skills
Product Management, Strategic Planning, Change Management, Marketing Strategy, Process Improvement, Market Research, Client Service, Operational Risk..., Software Project..., Business Process..., Technology Development, Global Operations, Key Account Management, Cost Reduction, Strategy, Business Strategy, Management, Financial Services, Executive Management, Consulting, IT Strategy, Business Intelligence, Asset Management
Education
College of the Holy Cross
BA
Institut des etudes Francais, Tours France
Investit June 2011 - Present
Cutter Associates July 2006 - June 2011
BNY Mellon 2003 - 2006
Lynx Financial December 1993 - April 2003
Acumen International March 1987 - December 1993
SunGard September 1985 - October 1987
Skills
Product Management, Strategic Planning, Change Management, Marketing Strategy, Process Improvement, Market Research, Client Service, Operational Risk..., Software Project..., Business Process..., Technology Development, Global Operations, Key Account Management, Cost Reduction, Strategy, Business Strategy, Management, Financial Services, Executive Management, Consulting, IT Strategy, Business Intelligence, Asset Management
Education
College of the Holy Cross
BA
Institut des etudes Francais, Tours France
Scott Sullivan, FRM Scott Sullivan, FRM's BNY Mellon Experience 2006 - 2007
Job Senior Domain Consultant at Wipro Technologies
Industry Financial Services
Experience
Wipro Technolgies 2013 - Present
Bank of America 2012 - 2013
Eaton Vance Management 2008 - 2012
Sapient Global Markets 2007 - 2008
BNY Mellon 2006 - 2007
SunGard 2004 - 2006
J.P. Morgan (Bear Stearns) 2002 - 2004
Deloitte 2000 - 2002
Skills
Hedging, VAR, Risk Analytics, Trading Systems, Portfolio Optimization, Structured Products, Basel II, Exotic Derivatives, Credit Risk, Derivatives, Counterparty Risk, Credit Derivatives, Equity Derivatives, Interest Rate..., FX, CRD, Eagle, Scripting, Investment Banking, Trading, Risk, Risk Management, Market Risk, Operational Risk..., Calypso, Risk Analysis, Enterprise Risk..., Capital Markets, Swaps, Commodities, Traders, Fixed Income Research, Fixed Income, Hedge Funds, Buy-side, Fixed Income Products, Fixed Income Trading, Quant, Financial Engineering, Sell Side, Quantitative Analysis, Operational Risk, Industry Analysis, Bloomberg, Commodity, Financial Modeling, CDO, ABS, Portfolio Management, Reference Data
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Phillips Exeter Academy
HS
Wipro Technolgies 2013 - Present
Bank of America 2012 - 2013
Eaton Vance Management 2008 - 2012
Sapient Global Markets 2007 - 2008
BNY Mellon 2006 - 2007
SunGard 2004 - 2006
J.P. Morgan (Bear Stearns) 2002 - 2004
Deloitte 2000 - 2002
Skills
Hedging, VAR, Risk Analytics, Trading Systems, Portfolio Optimization, Structured Products, Basel II, Exotic Derivatives, Credit Risk, Derivatives, Counterparty Risk, Credit Derivatives, Equity Derivatives, Interest Rate..., FX, CRD, Eagle, Scripting, Investment Banking, Trading, Risk, Risk Management, Market Risk, Operational Risk..., Calypso, Risk Analysis, Enterprise Risk..., Capital Markets, Swaps, Commodities, Traders, Fixed Income Research, Fixed Income, Hedge Funds, Buy-side, Fixed Income Products, Fixed Income Trading, Quant, Financial Engineering, Sell Side, Quantitative Analysis, Operational Risk, Industry Analysis, Bloomberg, Commodity, Financial Modeling, CDO, ABS, Portfolio Management, Reference Data
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Phillips Exeter Academy
HS
Paul Kochis Paul Kochis's BNY Mellon Experience August 2002 - March 2005
Job Author
Industry Writing and Editing
Experience
Self Employed November 2012 - Present
San Francisco YMCA September 2010 - June 2014
BNY Mellon August 2002 - March 2005
BNYMellon.com 1998 - August 2002
Comerica Bank 1991 - 1993
Bank of New England August 1981 - August 1991
Skills
Sales Management, Executive Management, Investments, Fundraising, Public Speaking, Research, Event Planning, Leadership, Budgets, Entrepreneurship, Strategy, Business Planning, Business Development, Management, Sales, Strategic Planning, Analysis, Leadership Development, Public Relations, Start-ups, Organizational..., Social Media, Business Strategy, Event Management
Education
Washington University in St. Louis 1971 — 1974
Juris Doctor, Law
College of the Holy Cross 1964 — 1968
Bachelors, Economics
Our Lady of Good Counsel High School 1960 — 1964
Self Employed November 2012 - Present
San Francisco YMCA September 2010 - June 2014
BNY Mellon August 2002 - March 2005
BNYMellon.com 1998 - August 2002
Comerica Bank 1991 - 1993
Bank of New England August 1981 - August 1991
Skills
Sales Management, Executive Management, Investments, Fundraising, Public Speaking, Research, Event Planning, Leadership, Budgets, Entrepreneurship, Strategy, Business Planning, Business Development, Management, Sales, Strategic Planning, Analysis, Leadership Development, Public Relations, Start-ups, Organizational..., Social Media, Business Strategy, Event Management
Education
Washington University in St. Louis 1971 — 1974
Juris Doctor, Law
College of the Holy Cross 1964 — 1968
Bachelors, Economics
Our Lady of Good Counsel High School 1960 — 1964
Imani Shabazz's BNY Mellon Experience March 2014 - Present
Job Associate Benefits Payment Specialist at BNY Mellon
Industry Public Relations and Communications
Experience
BNY Mellon March 2014 - Present
Upstate Medical University June 2013 - August 2013
Colgate University August 2010 - May 2013
SUNY Upstate Medical University June 2012 - August 2012
Central New York Community Foundation June 2011 - August 2011
Skills
Community Outreach, Microsoft Office, Social Media, Research, Public Speaking, Facebook, PowerPoint, Editing, Higher Education, Microsoft Excel, Event Planning
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Women's Studies, Writing & Rhetoric
BNY Mellon March 2014 - Present
Upstate Medical University June 2013 - August 2013
Colgate University August 2010 - May 2013
SUNY Upstate Medical University June 2012 - August 2012
Central New York Community Foundation June 2011 - August 2011
Skills
Community Outreach, Microsoft Office, Social Media, Research, Public Speaking, Facebook, PowerPoint, Editing, Higher Education, Microsoft Excel, Event Planning
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Women's Studies, Writing & Rhetoric
Purnendu Misra Purnendu Misra's BNY Mellon Experience July 2013 - Present
Job
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Vocado August 2012 - July 2013
Barclays Capital August 2011 - April 2012
Credit Suisse June 2009 - August 2011
Goldman Sachs August 1998 - January 2009
Goldman Sachs November 1996 - May 1998
General Electric November 1994 - November 1996
Skills
IT Management, Program Management, Software Project..., Financial Technology, Capital Markets, Financial Accounting, General Ledger, Client Services, Billing Solutions, Online Payments, Legal Compliance, Process Management, Business Process Design, Business Intelligence, High Performance..., Enterprise Architecture, Web Development, Financial Services, Agile Methodologies, SaaS, Oracle, SDLC
Education
Columbia University - Columbia Business School 2009 — 2011
Master Of
New York University 1999 — 2003
Master of Science
National Institute of Technology Rourkela 1990 — 1994
BE
BNY Mellon July 2013 - Present
Vocado August 2012 - July 2013
Barclays Capital August 2011 - April 2012
Credit Suisse June 2009 - August 2011
Goldman Sachs August 1998 - January 2009
Goldman Sachs November 1996 - May 1998
General Electric November 1994 - November 1996
Skills
IT Management, Program Management, Software Project..., Financial Technology, Capital Markets, Financial Accounting, General Ledger, Client Services, Billing Solutions, Online Payments, Legal Compliance, Process Management, Business Process Design, Business Intelligence, High Performance..., Enterprise Architecture, Web Development, Financial Services, Agile Methodologies, SaaS, Oracle, SDLC
Education
Columbia University - Columbia Business School 2009 — 2011
Master Of
New York University 1999 — 2003
Master of Science
National Institute of Technology Rourkela 1990 — 1994
BE
David Von Kaenel David Von Kaenel's BNY Mellon Experience June 1998 - October 2011
Job Unit Clerk Renal Transplant at New York Prebyterian Hospital
Industry Hospital & Health Care
Experience
New York Prebyterian Hospital September 2014 - Present
Partners in Care February 2013 - March 2014
BNY Mellon June 1998 - October 2011
Custom Information Resources January 1997 - January 1998
Community Development Corporation of Long Island November 1989 - September 1996
Concern for Independent Living April 1986 - November 1989
Skills
Case Managment, Tutoring, Troubleshooting, Public Speaking, Psychology, Teaching, Training, Mental Health, Case Management, Program Development, Fundraising, Social Services
Education
Columbia College 1980 — 1985
B.A, Pre-Medicine/Pre-Medical Studies, GPA 3.3
New York Prebyterian Hospital September 2014 - Present
Partners in Care February 2013 - March 2014
BNY Mellon June 1998 - October 2011
Custom Information Resources January 1997 - January 1998
Community Development Corporation of Long Island November 1989 - September 1996
Concern for Independent Living April 1986 - November 1989
Skills
Case Managment, Tutoring, Troubleshooting, Public Speaking, Psychology, Teaching, Training, Mental Health, Case Management, Program Development, Fundraising, Social Services
Education
Columbia College 1980 — 1985
B.A, Pre-Medicine/Pre-Medical Studies, GPA 3.3
Carla Cugia's BNY Mellon Experience 2013 - 2013
Job Executivelevel: Program Management, Strategy, Execution, Governance, PMO | Technology | Financial Services
Industry Financial Services
Experience
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Michael Gordon's BNY Mellon Experience 2015 - Present
Job Global Head of Insurance Solutions | Investment Management
Industry Financial Services
Experience
BNY Mellon 2015 - Present
BNY Mellon 2013 - 2015
Longbridge Financial, LLC 2012 - 2013
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2005 - 2011
New York Life Insurance Company 2001 - 2005
JPMorgan Chase 1998 - 2000
Skills
Investments, Executive Management, Wealth Management, Insurance, Strategy, Management, Finance, Leadership, Entrepreneurship, Business Development
Education
Colgate University 1992 — 1996
Bachelor of Arts, BA, Philosophy
BNY Mellon 2015 - Present
BNY Mellon 2013 - 2015
Longbridge Financial, LLC 2012 - 2013
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2005 - 2011
New York Life Insurance Company 2001 - 2005
JPMorgan Chase 1998 - 2000
Skills
Investments, Executive Management, Wealth Management, Insurance, Strategy, Management, Finance, Leadership, Entrepreneurship, Business Development
Education
Colgate University 1992 — 1996
Bachelor of Arts, BA, Philosophy
Elkin Tomas Elkin Tomas's BNY Mellon Experience October 2008 - July 2014
Job AVP Account Manager, Global Client RelationshipsPershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2014 - Present
BNY Mellon October 2008 - July 2014
Intuit January 2006 - January 2008
Flex Hose January 2004 - January 2006
TD Ameritrade January 1998 - January 2004
Skills
Relationship Management, Sales, Banking, New Business Development, CRM, Series 7, Fixed Income, Mutual Funds, Client Development, Global Custody, Cross Selling, Manage Client..., Investment Advisory, FX trading, Cash Management, Derivatives, Salesforce.com, Series 66, Licensed Life & Health..., Business Process..., Global Business..., International Relations, Client Service Oriented, Prime Brokerage, Global Client Management, International Business, repos, Liquidity Solutions, Treasury Services, Client Presentation, Margin, Global Delivery, Lean Six Sigma, Asset Management, Client Services, Financial Analysis, Strategy, Investment Properties, Management, Equities
Education
Columbia College
B.A, Business Administration
Pershing, a BNY Mellon company July 2014 - Present
BNY Mellon October 2008 - July 2014
Intuit January 2006 - January 2008
Flex Hose January 2004 - January 2006
TD Ameritrade January 1998 - January 2004
Skills
Relationship Management, Sales, Banking, New Business Development, CRM, Series 7, Fixed Income, Mutual Funds, Client Development, Global Custody, Cross Selling, Manage Client..., Investment Advisory, FX trading, Cash Management, Derivatives, Salesforce.com, Series 66, Licensed Life & Health..., Business Process..., Global Business..., International Relations, Client Service Oriented, Prime Brokerage, Global Client Management, International Business, repos, Liquidity Solutions, Treasury Services, Client Presentation, Margin, Global Delivery, Lean Six Sigma, Asset Management, Client Services, Financial Analysis, Strategy, Investment Properties, Management, Equities
Education
Columbia College
B.A, Business Administration
Andrea Fuller's BNY Mellon Experience November 2012 - Present
Job Benefit Payment Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
National Grid October 2012 - October 2012
Beacon Federal May 2008 - October 2012
BJ's Wholesale Club February 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Report Writing, Highly Reliable, Highly Detailed, Handle Confidential..., Accurate Record Keeping, Organization &..., Customer Service, Satisfied Clients, Accounts Payable, Payments, Balance Sheet Review, Account Reconciliation, Investment Banking, Retail Banking, Bankruptcy, Treasury Services, Internal Audit, Communication Skills, Data Entry, Accounting, General Ledger, Credit Cards, Banking, Telephone Skills, Financial Transactions, Cash Management, Checks, Back Office, Spreadsheets
Education
Columbia College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Onondaga Community College 2004 — 2008
Associate of Arts (A.A.), Humanities/Humanistic Studies
BNY Mellon November 2012 - Present
National Grid October 2012 - October 2012
Beacon Federal May 2008 - October 2012
BJ's Wholesale Club February 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Report Writing, Highly Reliable, Highly Detailed, Handle Confidential..., Accurate Record Keeping, Organization &..., Customer Service, Satisfied Clients, Accounts Payable, Payments, Balance Sheet Review, Account Reconciliation, Investment Banking, Retail Banking, Bankruptcy, Treasury Services, Internal Audit, Communication Skills, Data Entry, Accounting, General Ledger, Credit Cards, Banking, Telephone Skills, Financial Transactions, Cash Management, Checks, Back Office, Spreadsheets
Education
Columbia College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Onondaga Community College 2004 — 2008
Associate of Arts (A.A.), Humanities/Humanistic Studies
Sadie Rowe Sadie Rowe's BNY Mellon Experience June 2015 - Present
Job Pricing Specialist BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon February 2015 - August 2015
Self Published Author September 1988 - April 2015
Southwestern Community College October 2010 - December 2014
Harrah's Cherokee Casino and Hotel August 2013 - January 2014
Franklin Sheet Metal August 2013 - November 2013
Follett Higher Education June 2012 - June 2013
Nebrasks Book Company November 2011 - June 2012
Skills
MIcrosoft Office 2010, Computers, Publishing, Books, Office 2010, Novels, Creative Writing, Customer Service, Accounting, Accounts Payable, Accounts Receivable, Notary Public, Data Entry, Invoicing, Literature, Technical Writing, Poetry, Research, Training, Time Management, Proofreading, Publications, Freelance Writing, Social Networking, Critical Thinking, Facebook, Microsoft Word, Outlook, PowerPoint, Teaching, Microsoft Excel, QuickBooks, Filing, Spreadsheets, Public Speaking, Business, 10 Key, Microsoft Office, Bookkeeping, Administration, Telephone Skills, Inventory, Microsoft Office 2007, Administrative..., Higher Education, Editing
Education
Colorado Technical University 2015 — 2016
Bachelor's degree, Accounting
Southwestern Community College 2014 — 2014
Southwestern Community College 2010 — 2014
Associate's degree, Business Administration and Management, General
Southwestern Community College 1996 — 2014
Associate's degree, Accounting
Franklin High School 1991 — 1993
BNY Mellon June 2015 - Present
BNY Mellon February 2015 - August 2015
Self Published Author September 1988 - April 2015
Southwestern Community College October 2010 - December 2014
Harrah's Cherokee Casino and Hotel August 2013 - January 2014
Franklin Sheet Metal August 2013 - November 2013
Follett Higher Education June 2012 - June 2013
Nebrasks Book Company November 2011 - June 2012
Skills
MIcrosoft Office 2010, Computers, Publishing, Books, Office 2010, Novels, Creative Writing, Customer Service, Accounting, Accounts Payable, Accounts Receivable, Notary Public, Data Entry, Invoicing, Literature, Technical Writing, Poetry, Research, Training, Time Management, Proofreading, Publications, Freelance Writing, Social Networking, Critical Thinking, Facebook, Microsoft Word, Outlook, PowerPoint, Teaching, Microsoft Excel, QuickBooks, Filing, Spreadsheets, Public Speaking, Business, 10 Key, Microsoft Office, Bookkeeping, Administration, Telephone Skills, Inventory, Microsoft Office 2007, Administrative..., Higher Education, Editing
Education
Colorado Technical University 2015 — 2016
Bachelor's degree, Accounting
Southwestern Community College 2014 — 2014
Southwestern Community College 2010 — 2014
Associate's degree, Business Administration and Management, General
Southwestern Community College 1996 — 2014
Associate's degree, Accounting
Franklin High School 1991 — 1993
Mackenzie McGuire Mackenzie McGuire's BNY Mellon Experience June 2006 - September 2007
Job Guard Services Program Manager, USCIS, DHS
Industry Government Administration
Experience
U.S. Department of Homeland Security February 2013 - Present
U.S. Department of Homeland Security June 2011 - February 2013
U.S. Department of Homeland Security September 2007 - June 2011
BNY Mellon June 2006 - September 2007
Skills
Government, National Security, Security Clearance, Policy Analysis, Military, Analysis, Policy, Physical Security, Public Administration, Public Policy, Federal Government, Data Analysis, Risk Assessment, Homeland Security, Microsoft Excel, Program Management, Strategic Planning, Financial Analysis, Project Management, Management, Microsoft Office, Security
Education
National Defense University 2009 — 2011
Master of Arts (M.A.), National Security Policy Studies
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
U.S. Department of Homeland Security February 2013 - Present
U.S. Department of Homeland Security June 2011 - February 2013
U.S. Department of Homeland Security September 2007 - June 2011
BNY Mellon June 2006 - September 2007
Skills
Government, National Security, Security Clearance, Policy Analysis, Military, Analysis, Policy, Physical Security, Public Administration, Public Policy, Federal Government, Data Analysis, Risk Assessment, Homeland Security, Microsoft Excel, Program Management, Strategic Planning, Financial Analysis, Project Management, Management, Microsoft Office, Security
Education
National Defense University 2009 — 2011
Master of Arts (M.A.), National Security Policy Studies
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Joseph Franklin Joseph Franklin's BNY Mellon Experience August 2006 - September 2011
Job Senior Vice President at US Bank
Industry Financial Services
Experience
US Bank March 2012 - Present
BNY Mellon August 2006 - September 2011
BNY Mellon June 2000 - August 2006
RBC September 1998 - May 1999
BNY Mellon October 1992 - September 1998
BNY Mellon June 1989 - October 1992
Skills
Capital Markets, Fixed Income, Credit, Alternative Investments, Syndications, Equities, Hedge Funds, Banking, Financial Services, Investments, Management, Risk Management, Securities, Bonds, Funding, Corporate Development, Investment Banking, Asset Management, Derivatives, Portfolio Management, Loans, Mutual Funds, Relationship Management, Structured Finance, Credit Analysis
Education
Columbia University - Columbia Business School
MBA
University of Notre Dame
BA
US Bank March 2012 - Present
BNY Mellon August 2006 - September 2011
BNY Mellon June 2000 - August 2006
RBC September 1998 - May 1999
BNY Mellon October 1992 - September 1998
BNY Mellon June 1989 - October 1992
Skills
Capital Markets, Fixed Income, Credit, Alternative Investments, Syndications, Equities, Hedge Funds, Banking, Financial Services, Investments, Management, Risk Management, Securities, Bonds, Funding, Corporate Development, Investment Banking, Asset Management, Derivatives, Portfolio Management, Loans, Mutual Funds, Relationship Management, Structured Finance, Credit Analysis
Education
Columbia University - Columbia Business School
MBA
University of Notre Dame
BA
Jawanza Joseph Gross Jawanza Joseph Gross's BNY Mellon Experience 2014 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2014 - Present
BNY Mellon 2013 - 2014
RBC Capital Markets 2012 - 2013
Morgan Stanley 2002 - 2012
Morgan Stanley 2001 - 2002
Morgan Stanley 1999 - 2001
Morgan Stanley June 1998 - August 1998
American Express 1996 - 1997
American Express 1994 - 1996
American Express 1992 - 1994
Skills
Fixed Income, Relationship Management, Marketing, Sales, Negotiation, Leadership, Account Management, Financial Services, Key Account Management, Research, Public Speaking, Banking, Investments, Portfolio Management, Capital Markets, CRM, consultative sales, Credit, Investment Banking, Strategy, Strategic Account..., Interpersonal Skill, Asset Management, Bonds, Project Management, Strategic Initiatives
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration, Finance
Trinity College-Hartford 1990 — 1994
Bachelor of Arts, Economics
Morehouse College 1993 — 1993
Domestic Exchange Student
Deerfield Academy 1986 — 1990
Secondary School Diploma
BNY Mellon 2014 - Present
BNY Mellon 2013 - 2014
RBC Capital Markets 2012 - 2013
Morgan Stanley 2002 - 2012
Morgan Stanley 2001 - 2002
Morgan Stanley 1999 - 2001
Morgan Stanley June 1998 - August 1998
American Express 1996 - 1997
American Express 1994 - 1996
American Express 1992 - 1994
Skills
Fixed Income, Relationship Management, Marketing, Sales, Negotiation, Leadership, Account Management, Financial Services, Key Account Management, Research, Public Speaking, Banking, Investments, Portfolio Management, Capital Markets, CRM, consultative sales, Credit, Investment Banking, Strategy, Strategic Account..., Interpersonal Skill, Asset Management, Bonds, Project Management, Strategic Initiatives
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration, Finance
Trinity College-Hartford 1990 — 1994
Bachelor of Arts, Economics
Morehouse College 1993 — 1993
Domestic Exchange Student
Deerfield Academy 1986 — 1990
Secondary School Diploma
Steve Cerminaro Steve Cerminaro's BNY Mellon Experience March 2006 - Present
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2006 - Present
First Niagara Bank April 2003 - March 2006
Skills
Customer Service, Management, Risk Management, Process Improvement, Securities
Education
Columbia College (NY) 1991 — 1995
BS, Business
BNY Mellon March 2006 - Present
First Niagara Bank April 2003 - March 2006
Skills
Customer Service, Management, Risk Management, Process Improvement, Securities
Education
Columbia College (NY) 1991 — 1995
BS, Business
Jon Connolly Jon Connolly's BNY Mellon Experience October 2012 - Present
Job Managing Director and Senior Counsel at BNY Mellon
Industry Law Practice
Experience
BNY Mellon October 2012 - Present
Richards Kibbe & Orbe LLP March 2007 - October 2012
WilmerHale October 2003 - January 2007
Hon. Robert A. Katzmann, U.S. Court of Appeals for the Second Circuit October 2002 - October 2003
Hon. John Gleeson, U.S. District Court for the Eastern District of New York August 2001 - September 2002
Skills
Securities Litigation, Securities Regulation, Commercial Litigation, Litigation, Civil Litigation, White Collar Criminal..., Appeals, Internal Investigations, Class Actions, Legal Research, Intellectual Property, Securities, Corporate Governance
Education
Columbia Law School 1999 — 2001
J.D., Law
University of California, Santa Barbara 1991 — 1997
Ph.D., English
Furman University 1986 — 1990
B.A., English
BNY Mellon October 2012 - Present
Richards Kibbe & Orbe LLP March 2007 - October 2012
WilmerHale October 2003 - January 2007
Hon. Robert A. Katzmann, U.S. Court of Appeals for the Second Circuit October 2002 - October 2003
Hon. John Gleeson, U.S. District Court for the Eastern District of New York August 2001 - September 2002
Skills
Securities Litigation, Securities Regulation, Commercial Litigation, Litigation, Civil Litigation, White Collar Criminal..., Appeals, Internal Investigations, Class Actions, Legal Research, Intellectual Property, Securities, Corporate Governance
Education
Columbia Law School 1999 — 2001
J.D., Law
University of California, Santa Barbara 1991 — 1997
Ph.D., English
Furman University 1986 — 1990
B.A., English
Julian Matkins Julian Matkins's BNY Mellon Experience June 2012 - August 2012
Job Management Consultant
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group, Inc., an NTT DATA company August 2014 - Present
JPMorgan Chase March 2013 - August 2014
BNY Mellon June 2012 - August 2012
Skills
Microsoft Excel, (Microsoft Office..., Data Modeling, Technical Data Analysis, Microsoft Word, Bloomberg, PowerPoint, SAP Implementation, SAS, Data Access, Process Improvement
Education
College of Charleston 2009 — 2012
Bachelor of Science (BS), Buisness Administration, Finance, 3.4
Carlisle & Gallagher Consulting Group, Inc., an NTT DATA company August 2014 - Present
JPMorgan Chase March 2013 - August 2014
BNY Mellon June 2012 - August 2012
Skills
Microsoft Excel, (Microsoft Office..., Data Modeling, Technical Data Analysis, Microsoft Word, Bloomberg, PowerPoint, SAP Implementation, SAS, Data Access, Process Improvement
Education
College of Charleston 2009 — 2012
Bachelor of Science (BS), Buisness Administration, Finance, 3.4
Connor Watson's BNY Mellon Experience June 2014 - Present
Job Client Service Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
The Boston Company April 2013 - June 2014
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - April 2013
State Street Global Advisors June 2011 - August 2011
Skills
Mutual Funds, Securities, Accounting, Alternative Investments, Asset Allocation, Bloomberg, Hedge Funds, Valuation, Equities, Asset Management
Education
College of the Holy Cross 2008 — 2012
BA, Economics
National University of Ireland, Galway 2010 — 2011
Economics
Hingham High School 2004 — 2008
BNY Mellon June 2014 - Present
The Boston Company April 2013 - June 2014
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - April 2013
State Street Global Advisors June 2011 - August 2011
Skills
Mutual Funds, Securities, Accounting, Alternative Investments, Asset Allocation, Bloomberg, Hedge Funds, Valuation, Equities, Asset Management
Education
College of the Holy Cross 2008 — 2012
BA, Economics
National University of Ireland, Galway 2010 — 2011
Economics
Hingham High School 2004 — 2008
Jared Sarfaty Jared Sarfaty's BNY Mellon Experience August 1982 - August 1990
Job Head of Export & Agency Finance Americas at Mizuho Bank
Industry Banking
Experience
Mizuho Bank October 2013 - Present
Citibank June 2004 - June 2013
Credit Agricole CIB January 2002 - April 2004
TD September 1998 - December 2001
Bank of America August 1990 - August 1998
BNY Mellon August 1982 - August 1990
JPMorgan Chase September 1978 - July 1982
Skills
Project Finance, Syndications, Investments, Financial Advisory, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Corporate Finance, Emerging Markets, Banking, Credit Risk, Trade Finance, Derivatives, Financial Modeling, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Structured Products, Structured Trade, Credit, Private Equity, Valuation, Risk Management, Fixed Income, Financial Institutions, Financial Markets, Finance, Securitization, Leveraged Finance, Trading
Education
Columbia University - Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance and International Business, Dean's List
Haverford College 1971 — 1975
Bachelor of Arts (B.A.), History, economics
St. George's College, Santiago, Chile 1969 — 1971
Bachillerato, Suma cum laude
Mizuho Bank October 2013 - Present
Citibank June 2004 - June 2013
Credit Agricole CIB January 2002 - April 2004
TD September 1998 - December 2001
Bank of America August 1990 - August 1998
BNY Mellon August 1982 - August 1990
JPMorgan Chase September 1978 - July 1982
Skills
Project Finance, Syndications, Investments, Financial Advisory, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Corporate Finance, Emerging Markets, Banking, Credit Risk, Trade Finance, Derivatives, Financial Modeling, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Structured Products, Structured Trade, Credit, Private Equity, Valuation, Risk Management, Fixed Income, Financial Institutions, Financial Markets, Finance, Securitization, Leveraged Finance, Trading
Education
Columbia University - Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance and International Business, Dean's List
Haverford College 1971 — 1975
Bachelor of Arts (B.A.), History, economics
St. George's College, Santiago, Chile 1969 — 1971
Bachillerato, Suma cum laude
Janet Lubas Janet Lubas's BNY Mellon Experience 2008 - 2011
Job Experienced Financial Services Professional: Regulatory and Compliance, Finance, Risk, Project Management
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2012 - Present
BNY Mellon 2008 - 2011
BNY Mellon 2006 - 2008
BNY Mellon 2004 - 2006
BNY Mellon 2001 - 2004
BNY Mellon 1994 - 2001
Shearson Lehman Brothers, Inc 1990 - 1992
Curchin and Company CPA firm 1987 - 1989
ADP 1982 - 1986
Skills
Financial Analysis, Regulatory Reporting, Credit Risk, Team Building, Banking, Derivatives, Risk Management, Securities, Corporate Finance, Financial Services, Finance, Credit, Basel II, Credit Analysis, Analysis, Trading, Auditing, Regulatory Requirements
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance and Marketing
University of Maryland College Park 1984 — 1986
BS, Accounting
Rider University 1978 — 1982
BS in Commerce, Business
Woodbridge Senior High School
Pershing, a BNY Mellon company 2012 - Present
BNY Mellon 2008 - 2011
BNY Mellon 2006 - 2008
BNY Mellon 2004 - 2006
BNY Mellon 2001 - 2004
BNY Mellon 1994 - 2001
Shearson Lehman Brothers, Inc 1990 - 1992
Curchin and Company CPA firm 1987 - 1989
ADP 1982 - 1986
Skills
Financial Analysis, Regulatory Reporting, Credit Risk, Team Building, Banking, Derivatives, Risk Management, Securities, Corporate Finance, Financial Services, Finance, Credit, Basel II, Credit Analysis, Analysis, Trading, Auditing, Regulatory Requirements
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance and Marketing
University of Maryland College Park 1984 — 1986
BS, Accounting
Rider University 1978 — 1982
BS in Commerce, Business
Woodbridge Senior High School
Seun Bayode, CMA Seun Bayode, CMA's BNY Mellon Experience November 2011 - April 2015
Job Derivatives Support Analyst at GMO
Industry Financial Services
Experience
GMO April 2015 - Present
BNY Mellon November 2011 - April 2015
BNY Mellon July 2008 - November 2011
Deloitte July 2007 - July 2007
Skills
Accounting, Financial Analysis, Account Reconciliation, Financial Reporting, Financial Accounting, Variance Analysis, Creative Writing, Securities, Equities
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, 2008 - Economics major, Accounting minor
GMO April 2015 - Present
BNY Mellon November 2011 - April 2015
BNY Mellon July 2008 - November 2011
Deloitte July 2007 - July 2007
Skills
Accounting, Financial Analysis, Account Reconciliation, Financial Reporting, Financial Accounting, Variance Analysis, Creative Writing, Securities, Equities
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, 2008 - Economics major, Accounting minor
Deepak Konale's BNY Mellon Experience October 2001 - September 2007
Job Senior Manager Big Data and Analytics at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting October 2009 - Present
SEI Investments October 2007 - December 2009
BNY Mellon October 2001 - September 2007
Genpact Headstrong Capital Markets June 2000 - October 2001
Tata Consultancy Services May 1996 - May 2000
Skills
Big Data, Consulting, Business Analytics, Strategic Consulting, Business Intelligence, Cloudera, Advanced Analytics, Strategy, Data Warehousing, Analytics, Hadoop, Management Consulting, Master Data Management, Financial Services, Business Analysis, Portfolio Management, Outsourcing, Enterprise Architecture, Programme Governance, SOA, SDLC, Telecommunications, Software Project..., Agile Methodologies, Management, Requirements Analysis, IT Strategy, Project Management, Cross-functional Team..., CRM, Program Management, Leadership, Oracle, Solution Architecture
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
M.B.A., Analytics and Strategy
College of Engineering Pune 1992 — 1996
BE, E&TC
Deloitte Consulting October 2009 - Present
SEI Investments October 2007 - December 2009
BNY Mellon October 2001 - September 2007
Genpact Headstrong Capital Markets June 2000 - October 2001
Tata Consultancy Services May 1996 - May 2000
Skills
Big Data, Consulting, Business Analytics, Strategic Consulting, Business Intelligence, Cloudera, Advanced Analytics, Strategy, Data Warehousing, Analytics, Hadoop, Management Consulting, Master Data Management, Financial Services, Business Analysis, Portfolio Management, Outsourcing, Enterprise Architecture, Programme Governance, SOA, SDLC, Telecommunications, Software Project..., Agile Methodologies, Management, Requirements Analysis, IT Strategy, Project Management, Cross-functional Team..., CRM, Program Management, Leadership, Oracle, Solution Architecture
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
M.B.A., Analytics and Strategy
College of Engineering Pune 1992 — 1996
BE, E&TC
Bill Supple Bill Supple's BNY Mellon Experience December 1999 - February 2002
Job Institutional Asset Management
Industry Financial Services
Experience
Robeco Investment Management/Boston Partners February 2002 - Present
College of the Holy Cross May 1981 - Present
Catholic Memorial School September 2008 - Present
New England Province of Jesuits September 2007 - Present
BNY Mellon December 1999 - February 2002
BankBoston March 1987 - November 1999
Chase Manhattan Corporation September 1981 - March 1987
SEIU April 1978 - October 1981
UFCW September 1975 - June 1978
Skills
Institutional..., Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Financial Services, Valuation, Investment Management, Investments, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
College of the Holy Cross 1977 — 1981
AB - Cum Laude, History
Catholic Memorial High School 1973 — 1977
St. Bartholomew School 1964 — 1973
Robeco Investment Management/Boston Partners February 2002 - Present
College of the Holy Cross May 1981 - Present
Catholic Memorial School September 2008 - Present
New England Province of Jesuits September 2007 - Present
BNY Mellon December 1999 - February 2002
BankBoston March 1987 - November 1999
Chase Manhattan Corporation September 1981 - March 1987
SEIU April 1978 - October 1981
UFCW September 1975 - June 1978
Skills
Institutional..., Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Financial Services, Valuation, Investment Management, Investments, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
College of the Holy Cross 1977 — 1981
AB - Cum Laude, History
Catholic Memorial High School 1973 — 1977
St. Bartholomew School 1964 — 1973
Donald Kernisant's BNY Mellon Experience June 2012 - Present
Job Queens District Attorney's Office
Industry Law Practice
Experience
Queens District Attorney's Office August 2014 - Present
Queens District Attorney's Office May 2013 - Present
BNY Mellon June 2012 - Present
Skills
Westlaw, Legal Writing, Lexis, Legal Research, Securities Regulation, Trials
Education
Hofstra University School of Law 2011 — 2014
Juris Doctor
College of the Holy Cross 2007 — 2011
Bachelor of Arts, English
Queens District Attorney's Office August 2014 - Present
Queens District Attorney's Office May 2013 - Present
BNY Mellon June 2012 - Present
Skills
Westlaw, Legal Writing, Lexis, Legal Research, Securities Regulation, Trials
Education
Hofstra University School of Law 2011 — 2014
Juris Doctor
College of the Holy Cross 2007 — 2011
Bachelor of Arts, English
David Storms David Storms's BNY Mellon Experience January 1991 - July 1993
Job Director, Global Strategic Insights at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson January 2013 - Present
Johnson & Johnson December 2008 - December 2012
Johnson & Johnson October 2006 - November 2008
Johnson & Johnson January 2002 - September 2006
Johnson & Johnson July 1999 - December 2001
Johnson & Johnson July 1995 - June 1999
BNY Mellon January 1991 - July 1993
Skills
Consumer Insights, Market Research, Marketing Strategy, Business Strategy, Business Insights, Shopper Marketing, Segmentation, Global Marketing, Consumer Products, Brand Equity, Marketing Research, Competitive Intelligence, FMCG, Competitive Analysis, Brand Architecture, Primary Research, Brand Management, Advertising Research, Positioning, Product Innovation, Market Analysis, Analytics, Quantitative Research, Customer Insight, IRI, Trade Marketing, Consumer Marketing, Consumer Behaviour, Product Launch, Nielsen, Marketing Management, Consumer Insight, Pricing Strategy, Strategic Thinking, Market Planning
Education
Colgate University
BA, Economics, Education
Columbia University - Columbia Business School
MBA, Marketing, Finance
Johnson & Johnson January 2013 - Present
Johnson & Johnson December 2008 - December 2012
Johnson & Johnson October 2006 - November 2008
Johnson & Johnson January 2002 - September 2006
Johnson & Johnson July 1999 - December 2001
Johnson & Johnson July 1995 - June 1999
BNY Mellon January 1991 - July 1993
Skills
Consumer Insights, Market Research, Marketing Strategy, Business Strategy, Business Insights, Shopper Marketing, Segmentation, Global Marketing, Consumer Products, Brand Equity, Marketing Research, Competitive Intelligence, FMCG, Competitive Analysis, Brand Architecture, Primary Research, Brand Management, Advertising Research, Positioning, Product Innovation, Market Analysis, Analytics, Quantitative Research, Customer Insight, IRI, Trade Marketing, Consumer Marketing, Consumer Behaviour, Product Launch, Nielsen, Marketing Management, Consumer Insight, Pricing Strategy, Strategic Thinking, Market Planning
Education
Colgate University
BA, Economics, Education
Columbia University - Columbia Business School
MBA, Marketing, Finance
Patrick Alessi's BNY Mellon Experience June 2007 - April 2008
Job Clinical Programs Analyst II at Tufts Health Plan
Industry Insurance
Experience
Tufts Health Plan April 2015 - Present
Homesite Insurance September 2014 - April 2015
Steward Health Care August 2012 - September 2014
Mercer May 2012 - August 2012
Knights of Columbus July 2011 - May 2012
Avis Budget Group April 2011 - June 2011
BlueCross BlueShield of MA April 2008 - April 2011
BNY Mellon June 2007 - April 2008
Skills
Employee Benefits, Public Policy, Finance, Analysis, Data Analysis, Policy Analysis, Accounting, PowerPoint, Microsoft Excel, Grassroots Organizing
Education
College of the Holy Cross 2003 — 2007
Bachelors, Economics
Tufts Health Plan April 2015 - Present
Homesite Insurance September 2014 - April 2015
Steward Health Care August 2012 - September 2014
Mercer May 2012 - August 2012
Knights of Columbus July 2011 - May 2012
Avis Budget Group April 2011 - June 2011
BlueCross BlueShield of MA April 2008 - April 2011
BNY Mellon June 2007 - April 2008
Skills
Employee Benefits, Public Policy, Finance, Analysis, Data Analysis, Policy Analysis, Accounting, PowerPoint, Microsoft Excel, Grassroots Organizing
Education
College of the Holy Cross 2003 — 2007
Bachelors, Economics
Tim Bidlack PMP Tim Bidlack PMP's BNY Mellon Experience October 2012 - Present
Job Managing Director, Business Management Office at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
BNY Mellon February 2010 - October 2012
The Bank of New York Mellon July 2007 - February 2010
Mellon Financial July 2004 - June 2007
Mellon Financial Corporation May 1998 - July 2005
Mellon Financial October 2000 - September 2002
Mellon Financial May 1998 - September 2000
ATPCO October 1997 - May 1998
Western Pacific Airlines November 1995 - July 1997
US Army 1993 - 1997
Skills
Project Portfolio..., PMP, Process Improvement, ITIL, Strategic Planning, Infrastructure, Software Development..., PMO, SDLC, Program Management, Vendor Management, IT Strategy, Business Analysis, Risk Management, Analysis, Analytics, Business Intelligence, Business Process, Business Process..., Governance, Leadership, Management, Project Management, Strategy, Mentoring
Education
Colorado Technical University 1997 — 2000
MS, Management
Indiana University of Pennsylvania 1985 — 1990
BS, Management
Fox Chapel High School 1984 — 1990
BNY Mellon October 2012 - Present
BNY Mellon February 2010 - October 2012
The Bank of New York Mellon July 2007 - February 2010
Mellon Financial July 2004 - June 2007
Mellon Financial Corporation May 1998 - July 2005
Mellon Financial October 2000 - September 2002
Mellon Financial May 1998 - September 2000
ATPCO October 1997 - May 1998
Western Pacific Airlines November 1995 - July 1997
US Army 1993 - 1997
Skills
Project Portfolio..., PMP, Process Improvement, ITIL, Strategic Planning, Infrastructure, Software Development..., PMO, SDLC, Program Management, Vendor Management, IT Strategy, Business Analysis, Risk Management, Analysis, Analytics, Business Intelligence, Business Process, Business Process..., Governance, Leadership, Management, Project Management, Strategy, Mentoring
Education
Colorado Technical University 1997 — 2000
MS, Management
Indiana University of Pennsylvania 1985 — 1990
BS, Management
Fox Chapel High School 1984 — 1990
Diedre Perez Diedre Perez's BNY Mellon Experience April 2013 - Present
Job Asset Manager Syndicated Loan Servicing, Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon August 2004 - April 2013
Skills
Asset Management, Banking, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Lotus Notes, Legal Compliance, Loan Servicing, Document Review, Asset Managment, Spreadsheets, Discrepancy Resolution, Customer Satisfaction, Inventory Management, Retail, Retail Management, Wall Street Office, TAS, Research, Finance, HTML, CSS, JavaScript, Flash Animation, Photoshop, Dreamweaver, HTML5, Illustrator, jQuery
Education
Kansas State University 2001 — 2004
Bachelor of Science in Business Administration, Major: Finance Minor: Spanish
Garden City Community College 2000 — 2001
Transfer credits, Business
Collin County Community College
Web Developer Certificate - 2015, Web Page, Digital/Multimedia and Information Resources Design
BNY Mellon April 2013 - Present
BNY Mellon August 2004 - April 2013
Skills
Asset Management, Banking, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Lotus Notes, Legal Compliance, Loan Servicing, Document Review, Asset Managment, Spreadsheets, Discrepancy Resolution, Customer Satisfaction, Inventory Management, Retail, Retail Management, Wall Street Office, TAS, Research, Finance, HTML, CSS, JavaScript, Flash Animation, Photoshop, Dreamweaver, HTML5, Illustrator, jQuery
Education
Kansas State University 2001 — 2004
Bachelor of Science in Business Administration, Major: Finance Minor: Spanish
Garden City Community College 2000 — 2001
Transfer credits, Business
Collin County Community College
Web Developer Certificate - 2015, Web Page, Digital/Multimedia and Information Resources Design
Youngho Park Youngho Park's BNY Mellon Experience June 2011 - August 2011
Job Bond Trader at DRW Trading Group
Industry Capital Markets
Experience
DRW Trading Group January 2015 - Present
Chopper Trading, LLC April 2013 - December 2014
Morgan Stanley June 2012 - August 2012
BNY Mellon June 2011 - August 2011
US Army September 2004 - May 2009
Skills
Operations Research, Statistics, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, VBA, Research, Process Improvement, Project Management, Python, Risk Management, Stata, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2012
MS, Operations Research (Quantitative Finance)
United States Military Academy at West Point 2000 — 2004
BS, International Relations
Stuyvesant High School
DRW Trading Group January 2015 - Present
Chopper Trading, LLC April 2013 - December 2014
Morgan Stanley June 2012 - August 2012
BNY Mellon June 2011 - August 2011
US Army September 2004 - May 2009
Skills
Operations Research, Statistics, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, VBA, Research, Process Improvement, Project Management, Python, Risk Management, Stata, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2012
MS, Operations Research (Quantitative Finance)
United States Military Academy at West Point 2000 — 2004
BS, International Relations
Stuyvesant High School
Sadie Lavada Rowe's BNY Mellon Experience June 2015 - Present
Job Pricing Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon February 2015 - June 2015
Southwestern Community College October 2010 - December 2014
Follett Higher Education Group June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Fiction Writing, Short Stories, Magazine Articles, Food, Poetry, Creative Writing, Critical Thinking, Social Networking, Statistics, Higher Education, Facebook, Teaching, Data Analysis, Access, Literature, PowerPoint, Teamwork, Time Management, Microsoft Word, Data Entry, Supervisory Skills, Publications, QuickBooks, Books, Administration, Tutoring, Account Reconciliation, Bookkeeping, Publishing, Research, Spanish, Customer Service, Customer Satisfaction
Education
Colorado Technical University 2015 — 2016
Bachelor's degree, Accounting
Southwestern Community College 2010 — 2014
Associate's degree, Accounting
Southwestern Community College 2010 — 2014
Associate's degree, Business Administration and Management, General
BNY Mellon June 2015 - Present
BNY Mellon February 2015 - June 2015
Southwestern Community College October 2010 - December 2014
Follett Higher Education Group June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Fiction Writing, Short Stories, Magazine Articles, Food, Poetry, Creative Writing, Critical Thinking, Social Networking, Statistics, Higher Education, Facebook, Teaching, Data Analysis, Access, Literature, PowerPoint, Teamwork, Time Management, Microsoft Word, Data Entry, Supervisory Skills, Publications, QuickBooks, Books, Administration, Tutoring, Account Reconciliation, Bookkeeping, Publishing, Research, Spanish, Customer Service, Customer Satisfaction
Education
Colorado Technical University 2015 — 2016
Bachelor's degree, Accounting
Southwestern Community College 2010 — 2014
Associate's degree, Accounting
Southwestern Community College 2010 — 2014
Associate's degree, Business Administration and Management, General
Andrew ( A.J.) Haszko III Andrew ( A.J.) Haszko III's BNY Mellon Experience June 2015 - Present
Job Sr. Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon May 2012 - Present
BNY Mellon April 2009 - May 2012
BNY Mellon December 2007 - April 2009
Charles Schwab May 2000 - December 2006
Skills
College Recruiting, Sales, Analysis, Building Relationships, Financial Analysis, Investments, Securities, Management, Auditing, SDLC, CRM, Salesforce.com, Financial Reporting, Accounts Receivable, Finance, Accounting, Banking, Time Management, Account Reconciliation, Financial Statements, Mutual Funds, Equities, Risk Management, Access, Financial Modeling, Financial Risk, Credit, Derivatives, Outlook, Pricing, Microsoft Word, PowerPoint, Financial Services, Cash Management, SharePoint, Variance Analysis, Trading, Accounts Payable, Microsoft Excel, Business Analysis, Process Improvement, Financial Forecasting, Tax, Client Services, Portfolio Management
Education
Colorado State University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2002 — 2007
BS, Accounting
University of Central Florida 1994 — 1998
BA, Psychology
BNY Mellon June 2015 - Present
BNY Mellon May 2012 - Present
BNY Mellon April 2009 - May 2012
BNY Mellon December 2007 - April 2009
Charles Schwab May 2000 - December 2006
Skills
College Recruiting, Sales, Analysis, Building Relationships, Financial Analysis, Investments, Securities, Management, Auditing, SDLC, CRM, Salesforce.com, Financial Reporting, Accounts Receivable, Finance, Accounting, Banking, Time Management, Account Reconciliation, Financial Statements, Mutual Funds, Equities, Risk Management, Access, Financial Modeling, Financial Risk, Credit, Derivatives, Outlook, Pricing, Microsoft Word, PowerPoint, Financial Services, Cash Management, SharePoint, Variance Analysis, Trading, Accounts Payable, Microsoft Excel, Business Analysis, Process Improvement, Financial Forecasting, Tax, Client Services, Portfolio Management
Education
Colorado State University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2002 — 2007
BS, Accounting
University of Central Florida 1994 — 1998
BA, Psychology
Dan Haddad Dan Haddad's BNY Mellon Experience June 2010 - June 2011
Job Senior Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital June 2015 - Present
Bain Capital June 2013 - June 2015
The Boston Company Asset Management, LLC June 2011 - June 2013
BNY Mellon June 2010 - June 2011
Skills
Factset Research Systems, Bloomberg, Equities, Due Diligence, Investment Strategies, Hedge Funds, Investments, Fixed Income, Asset Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics; Environmental Studies
Bain Capital June 2015 - Present
Bain Capital June 2013 - June 2015
The Boston Company Asset Management, LLC June 2011 - June 2013
BNY Mellon June 2010 - June 2011
Skills
Factset Research Systems, Bloomberg, Equities, Due Diligence, Investment Strategies, Hedge Funds, Investments, Fixed Income, Asset Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics; Environmental Studies
Adrian Anderson Adrian Anderson's BNY Mellon Experience January 2014 - July 2014
Job Business Analyst at IBM
Industry Human Resources
Experience
IBM August 2014 - Present
BNY Mellon January 2014 - July 2014
Bank of America April 2012 - December 2013
Bank of America Home Loans March 2011 - April 2012
Skills
Business Analysis, Banking, Customer Service, Process Improvement, Microsoft Excel, Leadership, Team Building, Coaching, Vendor Management, Visio, Financial Analysis, Program Management
Education
Collin County Community College
Business Administration, Management and Operations
Louisiana Tech University
Sociology
IBM August 2014 - Present
BNY Mellon January 2014 - July 2014
Bank of America April 2012 - December 2013
Bank of America Home Loans March 2011 - April 2012
Skills
Business Analysis, Banking, Customer Service, Process Improvement, Microsoft Excel, Leadership, Team Building, Coaching, Vendor Management, Visio, Financial Analysis, Program Management
Education
Collin County Community College
Business Administration, Management and Operations
Louisiana Tech University
Sociology
Aaron Badway Aaron Badway's BNY Mellon Experience March 2013 - August 2013
Job Advisor, Prime Minister's Office at Government of the Republic of Serbia
Industry International Affairs
Experience
Government of the Republic of Serbia June 2015 - August 2015
Ganes June 2014 - August 2014
BNY Mellon March 2013 - August 2013
Equita SIM February 2011 - November 2011
The Atlas Continuum Fund July 2010 - February 2011
College of Charleston January 2010 - May 2010
PNC June 2009 - September 2009
Skills
Equity Trading, Equities, Financial Analysis, Economic Research, Outlook, Valuation, Corporate Finance, Research, Microsoft Excel, Analysis, Investment Banking, Finance, Portfolio Management, Public Speaking, International Relations, Microsoft Office, Economics, Policy Analysis, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master's Degree, International Economics & International Relations
College of Charleston 2006 — 2010
Bachelors of Science, Economics & Finance
John Cabot University 2009 — 2009
Western Reserve Academy 2002 — 2006
High School Diploma
Government of the Republic of Serbia June 2015 - August 2015
Ganes June 2014 - August 2014
BNY Mellon March 2013 - August 2013
Equita SIM February 2011 - November 2011
The Atlas Continuum Fund July 2010 - February 2011
College of Charleston January 2010 - May 2010
PNC June 2009 - September 2009
Skills
Equity Trading, Equities, Financial Analysis, Economic Research, Outlook, Valuation, Corporate Finance, Research, Microsoft Excel, Analysis, Investment Banking, Finance, Portfolio Management, Public Speaking, International Relations, Microsoft Office, Economics, Policy Analysis, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master's Degree, International Economics & International Relations
College of Charleston 2006 — 2010
Bachelors of Science, Economics & Finance
John Cabot University 2009 — 2009
Western Reserve Academy 2002 — 2006
High School Diploma
Edward McGrath Edward McGrath's BNY Mellon Experience 1974 - 2007
Job International Financial Management
Industry Financial Services
Experience
Allegheny County 2010 - 2015
University of Pittsburgh 2003 - 2008
BNY Mellon 1974 - 2007
Peace Corps 1971 - 1973
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Finance, Investments, Risk Management, Program Management, Management, Mergers & Acquisitions, Financial Services, Public Speaking
Education
Columbia University - Columbia Business School 1969 — 1971
MBA, Operations Research & Finance
Fordham University 1965 — 1969
BS, Finance
Allegheny County 2010 - 2015
University of Pittsburgh 2003 - 2008
BNY Mellon 1974 - 2007
Peace Corps 1971 - 1973
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Finance, Investments, Risk Management, Program Management, Management, Mergers & Acquisitions, Financial Services, Public Speaking
Education
Columbia University - Columbia Business School 1969 — 1971
MBA, Operations Research & Finance
Fordham University 1965 — 1969
BS, Finance
Aimee Love Rice Aimee Love Rice's BNY Mellon Experience 2012 - Present
Job Fraud Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon 2012 - Present
TD Bank September 2005 - August 2012
Skills
Finance, Accounting, Banking, Auditing, Credit, Retail Banking, Loans, Commercial Banking, Financial Risk, Credit Analysis, Fraud Detection, Fraud
Education
Colorado Technical University 2011 — 2014
Bachelor's Degree, Financial Forensics
Archbishop Ryan High School 1993 — 1997
BNY Mellon 2012 - Present
TD Bank September 2005 - August 2012
Skills
Finance, Accounting, Banking, Auditing, Credit, Retail Banking, Loans, Commercial Banking, Financial Risk, Credit Analysis, Fraud Detection, Fraud
Education
Colorado Technical University 2011 — 2014
Bachelor's Degree, Financial Forensics
Archbishop Ryan High School 1993 — 1997
Patrick McClellan Patrick McClellan's BNY Mellon Experience November 2012 - September 2014
Job Consultant at MarketBridge
Industry Marketing and Advertising
Experience
MarketBridge September 2014 - Present
BNY Mellon November 2012 - September 2014
Bank of New York Mellon November 2010 - November 2012
U.S. Treasury June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equities, Microsoft Excel, Economics, Business Analysis, Investments, Data Analysis, PowerPoint, SAS
Education
Colgate University 2006 — 2010
Bachelor of Science (BS), Economics
MarketBridge September 2014 - Present
BNY Mellon November 2012 - September 2014
Bank of New York Mellon November 2010 - November 2012
U.S. Treasury June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equities, Microsoft Excel, Economics, Business Analysis, Investments, Data Analysis, PowerPoint, SAS
Education
Colgate University 2006 — 2010
Bachelor of Science (BS), Economics
Betina Dowdell Betina Dowdell's BNY Mellon Experience April 2015 - Present
Job Senior Relationship Executive, Platinum Client Group at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
Citi 2009 - June 2014
Citi 2005 - 2009
Citi 2003 - 2005
Citi 2002 - 2003
TSS Inc. 1998 - 2002
Citi June 2001 - August 2001
Lockheed Martin 1998 - 2000
Skills
Financial Services, Investment Banking, Corporate Finance, Business Development, Relationship Management, Portfolio Management, Credit, Financial Modeling, Capital Markets, Management, Structured Products, Strategic Planning, Fixed Income, Banking, Securities, Investments, Valuation
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
New York University
Thomas Jefferson High School for Science and Technology
University of Virginia
Bachelor of Science
BNY Mellon April 2015 - Present
Citi 2009 - June 2014
Citi 2005 - 2009
Citi 2003 - 2005
Citi 2002 - 2003
TSS Inc. 1998 - 2002
Citi June 2001 - August 2001
Lockheed Martin 1998 - 2000
Skills
Financial Services, Investment Banking, Corporate Finance, Business Development, Relationship Management, Portfolio Management, Credit, Financial Modeling, Capital Markets, Management, Structured Products, Strategic Planning, Fixed Income, Banking, Securities, Investments, Valuation
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
New York University
Thomas Jefferson High School for Science and Technology
University of Virginia
Bachelor of Science
Jessica Dempsey's BNY Mellon Experience May 2012 - July 2013
Job Analyst, MITRE
Industry Defense & Space
Experience
MITRE August 2014 - Present
PSC Media LLC August 2011 - Present
Self - Employed October 2008 - Present
Raytheon August 2013 - July 2014
BNY Mellon May 2012 - July 2013
Worcester State College August 2010 - May 2012
Worcester State College August 2010 - May 2012
United States Senate May 2010 - July 2010
TechTarget February 2007 - October 2008
Skills
Blogging, Social Media, Facebook, Social Media Marketing, Social Networking, Entrepreneurship, Editing, Public Speaking, Event Planning, Marketing, Nonprofits, Higher Education, Research, Fundraising, Sports, Sports Marketing, Content Management, Event Management, Accounting, Non-profits, Business Strategy, WordPress, Newsletters, Online Communications, Statistics, Email Marketing, Sports Analysis, Football, Finance, Social Entrepreneurship, Small Business Marketing, Leadership, Management, Web Content, Sales, Program Management, Public Relations, Writing, Statistical Data..., SEO, Financial Analysis, Earned Value Management
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts, English, Visual Arts
Worcester State College 2010 — 2012
Bachelor of Science, Business Management, Accounting
Northbridge High School 1999 — 2002
High School Diploma, Highest Honors
MITRE August 2014 - Present
PSC Media LLC August 2011 - Present
Self - Employed October 2008 - Present
Raytheon August 2013 - July 2014
BNY Mellon May 2012 - July 2013
Worcester State College August 2010 - May 2012
Worcester State College August 2010 - May 2012
United States Senate May 2010 - July 2010
TechTarget February 2007 - October 2008
Skills
Blogging, Social Media, Facebook, Social Media Marketing, Social Networking, Entrepreneurship, Editing, Public Speaking, Event Planning, Marketing, Nonprofits, Higher Education, Research, Fundraising, Sports, Sports Marketing, Content Management, Event Management, Accounting, Non-profits, Business Strategy, WordPress, Newsletters, Online Communications, Statistics, Email Marketing, Sports Analysis, Football, Finance, Social Entrepreneurship, Small Business Marketing, Leadership, Management, Web Content, Sales, Program Management, Public Relations, Writing, Statistical Data..., SEO, Financial Analysis, Earned Value Management
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts, English, Visual Arts
Worcester State College 2010 — 2012
Bachelor of Science, Business Management, Accounting
Northbridge High School 1999 — 2002
High School Diploma, Highest Honors
Patrick Enright's BNY Mellon Experience June 2015 - Present
Job Accounting and Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Sun and Surf Beach Club May 2007 - August 2014
Skills
Spanish, Microsoft Excel, Community Outreach, Economics, Data Analysis, Bloomberg Terminal, CMS
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics-Spanish
Universitat de les Illes Balears 2013 — 2014
Full Immersion Program; all classes taught in Spanish, Economics
Chaminade High School 2007 — 2011
Graduated in top ten percent of class.
BNY Mellon June 2015 - Present
Sun and Surf Beach Club May 2007 - August 2014
Skills
Spanish, Microsoft Excel, Community Outreach, Economics, Data Analysis, Bloomberg Terminal, CMS
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics-Spanish
Universitat de les Illes Balears 2013 — 2014
Full Immersion Program; all classes taught in Spanish, Economics
Chaminade High School 2007 — 2011
Graduated in top ten percent of class.
Todd Rossignol Todd Rossignol's BNY Mellon Experience 1994 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1994 - Present
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
BNY Mellon 1994 - Present
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Wil Meader Wil Meader's BNY Mellon Experience December 2014 - Present
Job Debt Service Analyst at BNY Mellon
Industry Consumer Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon November 2013 - December 2014
Communcations Group September 2009 - August 2013
Verisma Systems, Inc. November 2012 - May 2013
Lema Designs Reality, LLC December 2006 - May 2011
Colgan Air, Inc. November 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Conflict Resolution, Supervisory Experience, Staff Supervision, Employee Training, Multi Tasking, Call Center..., Switchboard Operator, Front Office, Administrative..., Medical Records, Medical Terminology, HIPAA, Community Outreach, Newsletters, Receptionist Duties, Humanities, Release of Information
Education
Columbia College (NY) 2012 — 2014
Degree in progress, Human Services, General
Colgan Air Inc 2007 — 2007
FAA Certified Group I Flight Attendant, Airline Flight Attendant, 4.0
The Airline Academy at Daytona 2007 — 2007
Certificate of Completion, Airline/Commercial/Professional Pilot and Flight Crew, 4.0
Cicero North Syracuse High School 2004 — 2007
New York State Regents Diploma with Advanced Designation
BNY Mellon December 2014 - Present
BNY Mellon November 2013 - December 2014
Communcations Group September 2009 - August 2013
Verisma Systems, Inc. November 2012 - May 2013
Lema Designs Reality, LLC December 2006 - May 2011
Colgan Air, Inc. November 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Conflict Resolution, Supervisory Experience, Staff Supervision, Employee Training, Multi Tasking, Call Center..., Switchboard Operator, Front Office, Administrative..., Medical Records, Medical Terminology, HIPAA, Community Outreach, Newsletters, Receptionist Duties, Humanities, Release of Information
Education
Columbia College (NY) 2012 — 2014
Degree in progress, Human Services, General
Colgan Air Inc 2007 — 2007
FAA Certified Group I Flight Attendant, Airline Flight Attendant, 4.0
The Airline Academy at Daytona 2007 — 2007
Certificate of Completion, Airline/Commercial/Professional Pilot and Flight Crew, 4.0
Cicero North Syracuse High School 2004 — 2007
New York State Regents Diploma with Advanced Designation
Amanda Wood Amanda Wood's BNY Mellon Experience June 2009 - June 2011
Job Director, Capital Markets and Partnerships at SoFi
Industry Financial Services
Experience
SoFi June 2013 - Present
Brigham and Women's Hospital January 2011 - June 2012
BNY Mellon June 2009 - June 2011
Vassar College 2005 - 2009
BlueGate Partners, LLC May 2008 - August 2008
WEX Inc. June 2006 - August 2007
Education
Columbia Business School 2012 — 2014
MBA, Finance, Social Enterprise
Vassar College 2005 — 2009
BA, Economics, Psychology
Falmouth High School 2001 — 2005
SoFi June 2013 - Present
Brigham and Women's Hospital January 2011 - June 2012
BNY Mellon June 2009 - June 2011
Vassar College 2005 - 2009
BlueGate Partners, LLC May 2008 - August 2008
WEX Inc. June 2006 - August 2007
Education
Columbia Business School 2012 — 2014
MBA, Finance, Social Enterprise
Vassar College 2005 — 2009
BA, Economics, Psychology
Falmouth High School 2001 — 2005
Natascha Green Natascha Green's BNY Mellon Experience July 2013 - August 2014
Job Account Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
BNY Mellon July 2013 - August 2014
JPMorgan Chase January 2013 - May 2013
Randstad Finance & Accounting September 2012 - January 2013
Randstad May 2012 - August 2012
Accountemps February 2012 - April 2012
CIGNA International February 2008 - October 2011
Skills
Collections, Medical Billing, Billing Solutions, Client Billing, Customer Service, Customer Satisfaction, Accounts Receivable, Payroll, Accounts Payable, Finance, Insurance, Invoicing, Process Improvement, Analysis, Team Building
Education
Western Governors University 2014 — 2016
Master's degree
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Accounting and Related Services
Colorado Technical University 2012 — 2015
Master's degree, Accounting, 3.1 GPA
Goldey Beacom College 2004 — 2009
Bachelor's degree, Accounting
Wells Fargo August 2014 - Present
BNY Mellon July 2013 - August 2014
JPMorgan Chase January 2013 - May 2013
Randstad Finance & Accounting September 2012 - January 2013
Randstad May 2012 - August 2012
Accountemps February 2012 - April 2012
CIGNA International February 2008 - October 2011
Skills
Collections, Medical Billing, Billing Solutions, Client Billing, Customer Service, Customer Satisfaction, Accounts Receivable, Payroll, Accounts Payable, Finance, Insurance, Invoicing, Process Improvement, Analysis, Team Building
Education
Western Governors University 2014 — 2016
Master's degree
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Accounting and Related Services
Colorado Technical University 2012 — 2015
Master's degree, Accounting, 3.1 GPA
Goldey Beacom College 2004 — 2009
Bachelor's degree, Accounting
Calvin Shen Calvin Shen's BNY Mellon Experience 2007 - 2010
Job Senior Associate at PIMCO
Industry Investment Management
Experience
PIMCO 2012 - Present
Deloitte 2010 - 2012
BNY Mellon 2007 - 2010
Skills
Fixed Income, Valuation, Investments, Financial Modeling, Asset Management, Equities, Asset Allocation, Client Services, Mutual Funds, Corporate Finance, Financial Analysis, Due Diligence, Financial Services, Hedge Funds, Derivatives, Portfolio Management, Economics
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Economics
University of California, San Diego
Bachelor of Arts (BA), Economics
Passed Level II of the CFA Program
PIMCO 2012 - Present
Deloitte 2010 - 2012
BNY Mellon 2007 - 2010
Skills
Fixed Income, Valuation, Investments, Financial Modeling, Asset Management, Equities, Asset Allocation, Client Services, Mutual Funds, Corporate Finance, Financial Analysis, Due Diligence, Financial Services, Hedge Funds, Derivatives, Portfolio Management, Economics
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Economics
University of California, San Diego
Bachelor of Arts (BA), Economics
Passed Level II of the CFA Program
Kevin Haskell Kevin Haskell's BNY Mellon Experience 2012 - April 2014
Job Vice President at BNP Paribas
Industry Capital Markets
Experience
Boys Hope Girls Hope of New York September 2014 - Present
BNP Paribas April 2014 - July 2015
BNY Mellon 2012 - April 2014
HSBC Securities 2009 - 2011
HSBC Securities 2007 - 2009
HSBC Securities 2006 - 2007
HSBC Securities 2005 - 2006
UBS 2004 - 2005
The White House 2003 - 2003
Skills
International Sales, Public Speaking, Value Investing, Hedge Funds, Trading, Bonds, FX, Structured Products, Fixed Income, Derivatives, Capital Markets, Series 7, Alternative Investments, Series 63, Securities, Financial Markets, Asset Managment, Bloomberg, Swaps, Interest Rate..., Rates, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Political Science / Middle East & Islamic Studies
United States Naval Reserve Officer Training Corps 2001 — 2003
DeSmet Jesuit High School 1997 — 2001
Boys Hope Girls Hope of New York September 2014 - Present
BNP Paribas April 2014 - July 2015
BNY Mellon 2012 - April 2014
HSBC Securities 2009 - 2011
HSBC Securities 2007 - 2009
HSBC Securities 2006 - 2007
HSBC Securities 2005 - 2006
UBS 2004 - 2005
The White House 2003 - 2003
Skills
International Sales, Public Speaking, Value Investing, Hedge Funds, Trading, Bonds, FX, Structured Products, Fixed Income, Derivatives, Capital Markets, Series 7, Alternative Investments, Series 63, Securities, Financial Markets, Asset Managment, Bloomberg, Swaps, Interest Rate..., Rates, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Political Science / Middle East & Islamic Studies
United States Naval Reserve Officer Training Corps 2001 — 2003
DeSmet Jesuit High School 1997 — 2001
Ron Hooey Ron Hooey's BNY Mellon Experience August 2015 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
STANY December 2010 - Present
Wells Fargo Securities November 2012 - July 2015
Cowen and Company January 2011 - August 2012
BLMIS August 1996 - December 2008
Skills
Series 24, Series 7, Series 55, Series 63
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance, General
College of the Holy Cross 1989 — 1993
BA, Psychology, Economics, Accounting
Delbarton
BNY Mellon August 2015 - Present
STANY December 2010 - Present
Wells Fargo Securities November 2012 - July 2015
Cowen and Company January 2011 - August 2012
BLMIS August 1996 - December 2008
Skills
Series 24, Series 7, Series 55, Series 63
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance, General
College of the Holy Cross 1989 — 1993
BA, Psychology, Economics, Accounting
Delbarton
Carley Welke's BNY Mellon Experience May 2011 - August 2011
Job Investor Relations at Mason Capital
Industry Financial Services
Experience
Roystone Capital September 2013 - June 2015
TUDOR INVESTMENT CORPORATION July 2012 - May 2013
Gulfstream Communications January 2012 - May 2012
BNY Mellon May 2011 - August 2011
Law Office of Barbara J. Nelson December 2010 - January 2011
Education
College of Charleston 2008 — 2012
Bachelor of Science, Business Administration
Roystone Capital September 2013 - June 2015
TUDOR INVESTMENT CORPORATION July 2012 - May 2013
Gulfstream Communications January 2012 - May 2012
BNY Mellon May 2011 - August 2011
Law Office of Barbara J. Nelson December 2010 - January 2011
Education
College of Charleston 2008 — 2012
Bachelor of Science, Business Administration
Albert McMeen Albert McMeen's BNY Mellon Experience 1975 - 1980
Job Owner, Designer's Dock
Industry Leisure, Travel & Tourism
Experience
Designer's Dock February 2002 - Present
Training Associates, Inc. 1983 - 1999
Long Island University 1985 - 1993
US Industries August 1980 - December 1983
BNY Mellon 1975 - 1980
Chemical Bank 1966 - 1975
Skills
Credit, Customer Service, Leases, Public Speaking, Condos, Budgets
Education
Columbia University - Columbia Business School 1964 — 1966
MBA, Finance, Accounting
Williams College 1960 — 1964
BA, Economics
Designer's Dock February 2002 - Present
Training Associates, Inc. 1983 - 1999
Long Island University 1985 - 1993
US Industries August 1980 - December 1983
BNY Mellon 1975 - 1980
Chemical Bank 1966 - 1975
Skills
Credit, Customer Service, Leases, Public Speaking, Condos, Budgets
Education
Columbia University - Columbia Business School 1964 — 1966
MBA, Finance, Accounting
Williams College 1960 — 1964
BA, Economics
Richard Burke Richard Burke's BNY Mellon Experience August 2014 - Present
Job Head of Servicing and Operations at BNY Mellon
Industry Real Estate
Experience
BNY Mellon August 2014 - Present
OneWest Bank February 2012 - August 2014
Litton January 2011 - November 2011
HSBC July 1998 - January 2011
Unger & Assoc August 1993 - July 1998
Skills
Loss Mitigation, Default, Mortgage Servicing
Education
College of DuPage
Hillsborough Community College
BNY Mellon August 2014 - Present
OneWest Bank February 2012 - August 2014
Litton January 2011 - November 2011
HSBC July 1998 - January 2011
Unger & Assoc August 1993 - July 1998
Skills
Loss Mitigation, Default, Mortgage Servicing
Education
College of DuPage
Hillsborough Community College
Andrew Borner Andrew Borner's BNY Mellon Experience July 1992 - Present
Job Vice PresidentSenior Director Portfolio Management & Team Leader at BNY Mellon
Industry Investment Management
Experience
BNY Mellon July 1992 - Present
Skills
Wealth Management, Fixed Income, Investments, Equities, Hedge Funds, Personal Financial..., Portfolio Management, Series 7, Mutual Funds, Securities, Series 63, Alternative Investments, Asset Management, Asset Allocation, Bloomberg, Financial Services
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, General
Dickinson College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Fox Lane High School 1984 — 1988
BNY Mellon July 1992 - Present
Skills
Wealth Management, Fixed Income, Investments, Equities, Hedge Funds, Personal Financial..., Portfolio Management, Series 7, Mutual Funds, Securities, Series 63, Alternative Investments, Asset Management, Asset Allocation, Bloomberg, Financial Services
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, General
Dickinson College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Fox Lane High School 1984 — 1988
Avi Lopchinsky's BNY Mellon Experience January 2013 - Present
Job
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
Cantor Fitzgerald July 2007 - January 2013
Cantor Fitzgerald 2004 - 2007
Andersen 2000 - 2002
Skills
Trading, Risk Management, Fixed Income Trading, Fixed Income, MBS, Liquidity Management, Market Risk, Financial Risk, Bonds, Investment Banking, Treasury, Alternative Investments, Derivatives, Securities, Credit, Bloomberg, Equities, Capital Markets, Hedge Funds, Options, FX Options, Structured Products, Equity Derivatives, Financial Markets, Trading Systems, Series 7, Swaps, Prime Brokerage
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Yeshiva University 1992 — 1997
BS
BNY Mellon January 2013 - Present
Cantor Fitzgerald July 2007 - January 2013
Cantor Fitzgerald 2004 - 2007
Andersen 2000 - 2002
Skills
Trading, Risk Management, Fixed Income Trading, Fixed Income, MBS, Liquidity Management, Market Risk, Financial Risk, Bonds, Investment Banking, Treasury, Alternative Investments, Derivatives, Securities, Credit, Bloomberg, Equities, Capital Markets, Hedge Funds, Options, FX Options, Structured Products, Equity Derivatives, Financial Markets, Trading Systems, Series 7, Swaps, Prime Brokerage
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Yeshiva University 1992 — 1997
BS
Christopher Scott Mose's BNY Mellon Experience 2012 - Present
Job Markets Commentator
Industry Capital Markets
Experience
Self 2015 - Present
BNY Mellon 2012 - Present
BNY Mellon 2008 - Present
Skills
Business Strategy, Corporate Development, New Business Development, Turn Around Management, Financial Management, Brokerage, Securities Lending, Fixed Income Trading, Equity Trading, Executive Management, Change Leadership, Service Operations, B2B eCommerce, Pricing Strategy, Performance Management, Capital Markets, Broker-Dealer, Innovation, Business Model..., Business Model..., Turn-around Situations, Transformational..., Fixed Income, Managerial Finance, Change Management, Process Improvement, Hedge Funds, Securities, Management, Product Management, Equities, SDLC, Strategy, Financial Services, Portfolio Management, Derivatives
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
George Mason University
New Dorp High School
New Jersey Institute of Technology
BS CIS
Self 2015 - Present
BNY Mellon 2012 - Present
BNY Mellon 2008 - Present
Skills
Business Strategy, Corporate Development, New Business Development, Turn Around Management, Financial Management, Brokerage, Securities Lending, Fixed Income Trading, Equity Trading, Executive Management, Change Leadership, Service Operations, B2B eCommerce, Pricing Strategy, Performance Management, Capital Markets, Broker-Dealer, Innovation, Business Model..., Business Model..., Turn-around Situations, Transformational..., Fixed Income, Managerial Finance, Change Management, Process Improvement, Hedge Funds, Securities, Management, Product Management, Equities, SDLC, Strategy, Financial Services, Portfolio Management, Derivatives
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
George Mason University
New Dorp High School
New Jersey Institute of Technology
BS CIS
Peter Balesano's BNY Mellon Experience July 2013 - Present
Job Senior Director BNY Mellon
Industry Banking
Experience
BNY Mellon July 2013 - Present
People's United Bank May 2007 - June 2013
Bank of America January 2001 - May 2007
Skills
Wealth Management, Sales Management, Cross Selling, Relationship Management, Investments, Lines Of Credit
Education
Clark University
Master of Business Administration (MBA)
College of the Holy Cross
BNY Mellon July 2013 - Present
People's United Bank May 2007 - June 2013
Bank of America January 2001 - May 2007
Skills
Wealth Management, Sales Management, Cross Selling, Relationship Management, Investments, Lines Of Credit
Education
Clark University
Master of Business Administration (MBA)
College of the Holy Cross
Matthew von Mering's BNY Mellon Experience March 2015 - Present
Job Senior Trading Systems Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon March 2015 - Present
Liquid Holdings Group, Inc. October 2013 - February 2015
Aritas Securities LLC October 2008 - December 2011
Eze Castle Software / BNY ConvergEx January 2004 - May 2008
Skills
Trading Systems, Trading, Electronic Trading, Equity Trading, Dark Pools, Options, Equities, Financial Markets, Order Management, Derivatives, Bloomberg, Series 7, Financial Services, Market Data, Portfolio Management, Hedge Funds, OMS, FIX, Fixed Income
Education
College of the Holy Cross 1999 — 2003
BNY Mellon March 2015 - Present
Liquid Holdings Group, Inc. October 2013 - February 2015
Aritas Securities LLC October 2008 - December 2011
Eze Castle Software / BNY ConvergEx January 2004 - May 2008
Skills
Trading Systems, Trading, Electronic Trading, Equity Trading, Dark Pools, Options, Equities, Financial Markets, Order Management, Derivatives, Bloomberg, Series 7, Financial Services, Market Data, Portfolio Management, Hedge Funds, OMS, FIX, Fixed Income
Education
College of the Holy Cross 1999 — 2003
Boryana Zamanoff (Zeitz)'s BNY Mellon Experience 2011 - Present
Job Senior Wealth Strategist and Fiduciary Officer at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon 2011 - Present
Katten Muchin Rosenman LLP 2004 - 2011
Deloitte Consulting 1999 - 2001
Skills
Estate Planning, Tax Law, Trusts, Accounting, Investments, Equities, Asset Management, Charities, Philanthropy, Risk Management, Legal Research, Corporate Law, Securities, Wealth Management, High Net Worth..., Portfolio Management, Mergers & Acquisitions, Wealth, Estate Administration, Mediation, Strategy, Private Equity, Estate Law, Civil Litigation, Due Diligence, Commercial Litigation, Tax, Corporate Governance, Legal Writing, Auditing, Litigation
Education
University of California, Los Angeles - School of Law 2001 — 2004
J.D., Law
Colgate University 1995 — 1999
BA, Economics and German
BNY Mellon 2011 - Present
Katten Muchin Rosenman LLP 2004 - 2011
Deloitte Consulting 1999 - 2001
Skills
Estate Planning, Tax Law, Trusts, Accounting, Investments, Equities, Asset Management, Charities, Philanthropy, Risk Management, Legal Research, Corporate Law, Securities, Wealth Management, High Net Worth..., Portfolio Management, Mergers & Acquisitions, Wealth, Estate Administration, Mediation, Strategy, Private Equity, Estate Law, Civil Litigation, Due Diligence, Commercial Litigation, Tax, Corporate Governance, Legal Writing, Auditing, Litigation
Education
University of California, Los Angeles - School of Law 2001 — 2004
J.D., Law
Colgate University 1995 — 1999
BA, Economics and German
Brian Green's BNY Mellon Experience 2012 - March 2014
Job Senior Portfolio Manager at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company April 2014 - Present
BNY Mellon 2012 - March 2014
J.P. Morgan 2000 - 2011
J.P. Morgan 1998 - 2006
J.P. Morgan 1996 - 1998
J.P. Morgan 1994 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Portfolio Construction, Fundamental Company..., Fixed Income, Equities, Convertible Bonds, Equity Options, Alternative Investments, Credit, Investment Advisory, Asset Management, Valuation, Finance, Bonds, Investments, Investment Management, Mutual Funds, Wealth Management, Options, Hedge Funds, Private Equity, Capital Markets, Strategy, Financial Modeling, Economics, Series 7, Series 63, Bloomberg, Securities, Equity Research, Financial Markets, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business Administration and Management, General
London Business School, U. of London 2001 — 2003
MBA, Business Administration and Management, General
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
England High School 1985 — 1989
DIploma
Glenmede Trust Company April 2014 - Present
BNY Mellon 2012 - March 2014
J.P. Morgan 2000 - 2011
J.P. Morgan 1998 - 2006
J.P. Morgan 1996 - 1998
J.P. Morgan 1994 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Portfolio Construction, Fundamental Company..., Fixed Income, Equities, Convertible Bonds, Equity Options, Alternative Investments, Credit, Investment Advisory, Asset Management, Valuation, Finance, Bonds, Investments, Investment Management, Mutual Funds, Wealth Management, Options, Hedge Funds, Private Equity, Capital Markets, Strategy, Financial Modeling, Economics, Series 7, Series 63, Bloomberg, Securities, Equity Research, Financial Markets, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business Administration and Management, General
London Business School, U. of London 2001 — 2003
MBA, Business Administration and Management, General
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
England High School 1985 — 1989
DIploma
Erica Torgerson's BNY Mellon Experience 2005 - 2007
Job RN at Childrens's Medical Center Cardiac ICU
Industry Hospital & Health Care
Experience
Children's Medical Center 2008 - Present
BNY Mellon 2005 - 2007
Orix Capital Markets 2004 - 2005
The Church of Jesus Christ of Latter-day Saints 2002 - 2004
The Family Place 2001 - 2002
Skills
Spanish, MS Office Suite, Multiple Accounting..., Nursing, BLS, ACLS, Epic Systems, Cerner, PALS, Microsoft Office, Microsoft Word, Inpatient, Access, Microsoft Excel, Hospitals, Healthcare, Critical Thinking, Public Speaking, PowerPoint
Education
The University of Texas at Arlington 2012 — 2013
Bachelor of Science (B.S.), Nursing
Collin County Community College 2006 — 2008
ADN, Nursing
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
Children's Medical Center 2008 - Present
BNY Mellon 2005 - 2007
Orix Capital Markets 2004 - 2005
The Church of Jesus Christ of Latter-day Saints 2002 - 2004
The Family Place 2001 - 2002
Skills
Spanish, MS Office Suite, Multiple Accounting..., Nursing, BLS, ACLS, Epic Systems, Cerner, PALS, Microsoft Office, Microsoft Word, Inpatient, Access, Microsoft Excel, Hospitals, Healthcare, Critical Thinking, Public Speaking, PowerPoint
Education
The University of Texas at Arlington 2012 — 2013
Bachelor of Science (B.S.), Nursing
Collin County Community College 2006 — 2008
ADN, Nursing
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
David S Lin's BNY Mellon Experience 2001 - 2005
Job Associate Director at Protiviti, Financial Services Industry / IT Consulting
Industry Financial Services
Experience
Protiviti July 2014 - Present
Citi 2011 - July 2014
Citi 2006 - 2011
Xerox 2005 - 2006
BNY Mellon 2001 - 2005
PwC 1994 - 2001
Cascade Technologies 1993 - 1994
Kwasha Lipton 1991 - 1993
Skills
Business Analysis, PMO, PMP, Project Portfolio..., SDLC, Vendor Management, Business Process..., Business Process..., Outsourcing, Program Management, Risk Management, Business Intelligence, Software Project..., Strategy
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Protiviti July 2014 - Present
Citi 2011 - July 2014
Citi 2006 - 2011
Xerox 2005 - 2006
BNY Mellon 2001 - 2005
PwC 1994 - 2001
Cascade Technologies 1993 - 1994
Kwasha Lipton 1991 - 1993
Skills
Business Analysis, PMO, PMP, Project Portfolio..., SDLC, Vendor Management, Business Process..., Business Process..., Outsourcing, Program Management, Risk Management, Business Intelligence, Software Project..., Strategy
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Michael Shabshis's BNY Mellon Experience January 1997 - December 2009
Job Independent Contractor (DBYN Solutions Inc) at HSBC
Industry Financial Services
Experience
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
Karen Florance's BNY Mellon Experience June 2001 - January 2012
Job Technical Writer at Computershare
Industry Information Technology and Services
Experience
Computershare November 2012 - Present
BNY Mellon June 2001 - January 2012
Neuman Distributors March 1993 - June 2001
Horizon Blue Cross Blue Shield of New Jersey April 1989 - January 1992
Port Authority of NY & NJ December 1985 - April 1989
Skills
SDLC, Software Development, Risk Management, Testing, Management, IT Service Management, Business Process, Software Documentation, Business Process..., Vendor Management, Databases, PMP, Requirements Analysis, Visio, Software Project..., Business Analysis, Project Management, Process Improvement, Requirements Gathering, IT Strategy, Integration
Education
College of Saint Elizabeth 2010 — 2012
Theology
Montclair State University 1977 — 1980
BA, Economics
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1977
Computershare November 2012 - Present
BNY Mellon June 2001 - January 2012
Neuman Distributors March 1993 - June 2001
Horizon Blue Cross Blue Shield of New Jersey April 1989 - January 1992
Port Authority of NY & NJ December 1985 - April 1989
Skills
SDLC, Software Development, Risk Management, Testing, Management, IT Service Management, Business Process, Software Documentation, Business Process..., Vendor Management, Databases, PMP, Requirements Analysis, Visio, Software Project..., Business Analysis, Project Management, Process Improvement, Requirements Gathering, IT Strategy, Integration
Education
College of Saint Elizabeth 2010 — 2012
Theology
Montclair State University 1977 — 1980
BA, Economics
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1977
Peggy Turner (nee: DiRusso)'s BNY Mellon Experience 1999 - 2004
Job AML Officer at Canadian Imperial Bank of Commerce
Industry Banking
Experience
Canadian Imperial Bank of Commerce Director, US AML ComplianceCIBC2004 - Present
BNY Mellon 1999 - 2004
BNY Mellon 1999 - 2004
Skills
Anti Money Laundering, Banking, Risk Management, Financial Risk, Financial Services, Retail Banking, Credit, Analysis, Credit Risk, Commercial Banking
Education
College of Mount Saint Vincent 1995 — 1996
Canadian Imperial Bank of Commerce Director, US AML ComplianceCIBC2004 - Present
BNY Mellon 1999 - 2004
BNY Mellon 1999 - 2004
Skills
Anti Money Laundering, Banking, Risk Management, Financial Risk, Financial Services, Retail Banking, Credit, Analysis, Credit Risk, Commercial Banking
Education
College of Mount Saint Vincent 1995 — 1996
James Beenders's BNY Mellon Experience 2000 - 2003
Job Principal, Sr. Wealth Manager
Industry Financial Services
Experience
Youngs Advisory Group January 2007 - Present
The Program for Women & Families 2006 - 2012
Charles Schwab 2003 - 2006
BNY Mellon 2000 - 2003
Prudential Financial 1995 - 2000
Champion Mortgage 1992 - 1995
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, Insurance, Retirement, Financial Risk, Wealth, Tax, Wealth Management...
Education
College for Financial Planning 2012 — 2012
AWMA
College for Financial Planning 2006 — 2006
AAMS
Moravian College 2004 — 2005
Certificate in Personal Financial Planning
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science
Youngs Advisory Group January 2007 - Present
The Program for Women & Families 2006 - 2012
Charles Schwab 2003 - 2006
BNY Mellon 2000 - 2003
Prudential Financial 1995 - 2000
Champion Mortgage 1992 - 1995
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, Insurance, Retirement, Financial Risk, Wealth, Tax, Wealth Management...
Education
College for Financial Planning 2012 — 2012
AWMA
College for Financial Planning 2006 — 2006
AAMS
Moravian College 2004 — 2005
Certificate in Personal Financial Planning
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science
Dave Colajezzi's BNY Mellon Experience July 2010 - October 2011
Job Internal Audit Director at BNY Mellon
Industry Financial Services
Experience
CIBC Mellon October 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Financial Services Group March 2006 - July 2010
SEI Investments March 2004 - March 2006
SEI Investments 2000 - 2004
Janus 1994 - 2000
Skills
Mutual Funds, Internal Audit, Financial Services, Process Improvement, Management, Financial Reporting, Risk Management, Internal Audit..., Board/Audit Committee..., Risk Assessment, Investment/Asset..., Internal Audit..., Training and Development, Corporate Governance, Information Security, Regulatory Compliance
Education
University of Phoenix 1991 — 1993
MA ED, Adult Education
Columbia College 1988 — 1991
BS, Busness
CIBC Mellon October 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Financial Services Group March 2006 - July 2010
SEI Investments March 2004 - March 2006
SEI Investments 2000 - 2004
Janus 1994 - 2000
Skills
Mutual Funds, Internal Audit, Financial Services, Process Improvement, Management, Financial Reporting, Risk Management, Internal Audit..., Board/Audit Committee..., Risk Assessment, Investment/Asset..., Internal Audit..., Training and Development, Corporate Governance, Information Security, Regulatory Compliance
Education
University of Phoenix 1991 — 1993
MA ED, Adult Education
Columbia College 1988 — 1991
BS, Busness
Andrew Haff's BNY Mellon Experience August 2002 - June 2004
Job Contracts Office Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management January 2015 - Present
JPMorgan Chase & Co. April 2014 - January 2015
T. Rowe Price September 2008 - April 2014
Arrowstreet Capital July 2004 - August 2008
BNY Mellon August 2002 - June 2004
Sit Investment Associates, Inc. 1999 - 2001
Education
Suffolk University - Sawyer Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Economics
Columbia Management January 2015 - Present
JPMorgan Chase & Co. April 2014 - January 2015
T. Rowe Price September 2008 - April 2014
Arrowstreet Capital July 2004 - August 2008
BNY Mellon August 2002 - June 2004
Sit Investment Associates, Inc. 1999 - 2001
Education
Suffolk University - Sawyer Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Economics
William O'Neill's BNY Mellon Experience June 2010 - December 2011
Job Due Diligence Analyst at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners January 2014 - February 2015
O'Brien Management December 2011 - January 2014
BNY Mellon June 2010 - December 2011
Skills
Financial Analysis, Mutual Funds, Equities, Fixed Income, French
Education
College of the Holy Cross 2004 — 2008
French and Economics
Boston Private Wealth LLC February 2015 - Present
Banyan Partners January 2014 - February 2015
O'Brien Management December 2011 - January 2014
BNY Mellon June 2010 - December 2011
Skills
Financial Analysis, Mutual Funds, Equities, Fixed Income, French
Education
College of the Holy Cross 2004 — 2008
French and Economics
Faria Musharraf's BNY Mellon Experience August 2006 - January 2008
Job Columbia Business School Class of 2014, Finance
Industry Financial Services
Experience
Aimex, LLC May 2014 - Present
Smith Affiliated Capital July 2011 - January 2013
Nariman Point Advisors, LLC November 2009 - June 2011
BNY Mellon August 2006 - January 2008
Nomura July 2004 - August 2006
Skills
Equities, Fixed Income, Investment Banking, Trading, Economics, Mergers & Acquisitions, Research, Marketing, Hedge Funds, Investments, Securities, Bloomberg, Capital Markets, Portfolio Management
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2003
BA, Economics
Aimex, LLC May 2014 - Present
Smith Affiliated Capital July 2011 - January 2013
Nariman Point Advisors, LLC November 2009 - June 2011
BNY Mellon August 2006 - January 2008
Nomura July 2004 - August 2006
Skills
Equities, Fixed Income, Investment Banking, Trading, Economics, Mergers & Acquisitions, Research, Marketing, Hedge Funds, Investments, Securities, Bloomberg, Capital Markets, Portfolio Management
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2003
BA, Economics
Philip Falivene's BNY Mellon Experience June 2012 - Present
Job at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2012 - Present
BNY Mellon March 2009 - June 2012
ORIX Leveraged Finance December 2007 - February 2009
BNY Capital Markets, Inc. June 1994 - December 2007
Chemical Bank June 1992 - June 1994
Skills
Private Equity, Portfolio Management, Leveraged Finance, Credit Analysis, Credit, Banking, LBO, Syndications, Loan Origination, Underwriting, Middle Market, Relationship Management, Management, Analysis, Growth Capital, Risk Management, Financial Modeling, Finance, Financial Structuring, Structured Finance, Valuation, Mergers & Acquisitions, Alternative Investments, Equities, Corporate Finance, Loans, Financial Services, Investments, Series 7, Asset Management, Emerging Markets, Investment Banking, Trading, Due Diligence, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
M.B.A., Finance
Colgate University 1985 — 1989
B.A., Mathematical Economics
BNY Mellon June 2012 - Present
BNY Mellon March 2009 - June 2012
ORIX Leveraged Finance December 2007 - February 2009
BNY Capital Markets, Inc. June 1994 - December 2007
Chemical Bank June 1992 - June 1994
Skills
Private Equity, Portfolio Management, Leveraged Finance, Credit Analysis, Credit, Banking, LBO, Syndications, Loan Origination, Underwriting, Middle Market, Relationship Management, Management, Analysis, Growth Capital, Risk Management, Financial Modeling, Finance, Financial Structuring, Structured Finance, Valuation, Mergers & Acquisitions, Alternative Investments, Equities, Corporate Finance, Loans, Financial Services, Investments, Series 7, Asset Management, Emerging Markets, Investment Banking, Trading, Due Diligence, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
M.B.A., Finance
Colgate University 1985 — 1989
B.A., Mathematical Economics
Tim Sayer's BNY Mellon Experience June 1997 - Present
Job Product Manager, Information Delivery
Industry Financial Services
Experience
BNY Mellon June 1997 - Present
Education
College of the Holy Cross 1993 — 1997
Yes, Economics
BNY Mellon June 1997 - Present
Education
College of the Holy Cross 1993 — 1997
Yes, Economics
Ann Marie Myers's BNY Mellon Experience December 1994 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon December 1994 - Present
Skills
Securities, Hedge Funds, Series 7, Financial Services
Education
College of the Holy Cross 1990 — 1994
BA, Sociology
Pingry School 1986 — 1990
HIgh School
BNY Mellon December 1994 - Present
Skills
Securities, Hedge Funds, Series 7, Financial Services
Education
College of the Holy Cross 1990 — 1994
BA, Sociology
Pingry School 1986 — 1990
HIgh School
KATHY HAGANY's BNY Mellon Experience 2009 - Present
Job Vice President at Bank of NY Mellon
Industry Financial Services
Experience
BNY Mellon 2009 - Present
JPMorgan Chase 1993 - 2009
Skills
Relationship Management, Securities, Fixed Income, Financial Services, Investment Banking, Capital Markets, Sales, Project Management, Series 7, Equities, Bloomberg, Prime Brokerage, Risk Management, Hedge Funds, Portfolio Management, Banking, Derivatives, Vendor Management, Middle Office, Operational Risk, Financial Markets, Back Office, Mutual Funds, Financial Risk, Securities Lending, Bonds
Education
College of Saint Elizabeth
BS, BUSINESS MANAGEMENT
BNY Mellon 2009 - Present
JPMorgan Chase 1993 - 2009
Skills
Relationship Management, Securities, Fixed Income, Financial Services, Investment Banking, Capital Markets, Sales, Project Management, Series 7, Equities, Bloomberg, Prime Brokerage, Risk Management, Hedge Funds, Portfolio Management, Banking, Derivatives, Vendor Management, Middle Office, Operational Risk, Financial Markets, Back Office, Mutual Funds, Financial Risk, Securities Lending, Bonds
Education
College of Saint Elizabeth
BS, BUSINESS MANAGEMENT
Michael Dermody's BNY Mellon Experience July 2011 - Present
Job Developer IV at a financial company
Industry Information Technology and Services
Experience
Syracuse University August 2011 - Present
BNY Mellon July 2011 - Present
BNY Mellon November 2008 - August 2011
Le Moyne College January 2008 - January 2011
BNY Mellon March 2006 - January 2009
BNY Mellon October 2003 - October 2005
BNY Mellon March 2001 - October 2003
Cooper Crouse-Hinds 1994 - March 2001
Carrier Corporation October 1987 - 1992
Skills
Business Analysis, Project Management, Mainframe, Information Technology, Software Development, IT Intern Program, COBOL, Process Improvement, Testing, SDLC, Software Documentation, Programming, Management, Windows, PMP, Project Portfolio..., Training, Troubleshooting, Disaster Recovery, Vendor Management, PMO, Access, Operating Systems, Requirements Gathering, SQL, IT Management, Integration, IT Strategy, SharePoint, Databases, ITIL, HTML, Software Project..., Enterprise Software, Systems Analysis, Requirements Analysis, Enterprise Architecture, Analysis, Microsoft SQL Server, Business Intelligence, Visio, DB2, MS Project, Resource Management, Business Process
Education
Columbia College 1987 — 1990
BS, Business Admin
Onondaga Community College 1982 — 1987
AAS, Computer Science
Syracuse University August 2011 - Present
BNY Mellon July 2011 - Present
BNY Mellon November 2008 - August 2011
Le Moyne College January 2008 - January 2011
BNY Mellon March 2006 - January 2009
BNY Mellon October 2003 - October 2005
BNY Mellon March 2001 - October 2003
Cooper Crouse-Hinds 1994 - March 2001
Carrier Corporation October 1987 - 1992
Skills
Business Analysis, Project Management, Mainframe, Information Technology, Software Development, IT Intern Program, COBOL, Process Improvement, Testing, SDLC, Software Documentation, Programming, Management, Windows, PMP, Project Portfolio..., Training, Troubleshooting, Disaster Recovery, Vendor Management, PMO, Access, Operating Systems, Requirements Gathering, SQL, IT Management, Integration, IT Strategy, SharePoint, Databases, ITIL, HTML, Software Project..., Enterprise Software, Systems Analysis, Requirements Analysis, Enterprise Architecture, Analysis, Microsoft SQL Server, Business Intelligence, Visio, DB2, MS Project, Resource Management, Business Process
Education
Columbia College 1987 — 1990
BS, Business Admin
Onondaga Community College 1982 — 1987
AAS, Computer Science
Lorena Arango's BNY Mellon Experience May 2000 - May 2006
Job Interpreter at Xtra mile Interpreting
Industry Education Management
Experience
Xtra mile Interpreting June 2015 - Present
Drew University March 2007 - June 2015
BNY Mellon May 2000 - May 2006
Skills
Exceptional..., Microsoft Word, Excel,..., Fluent in English and...
Education
College of Saint Elizabeth 1996 — 2000
Bachelor’s Degree, International Studies (foreign languages)-Business administration (management)
Xtra mile Interpreting June 2015 - Present
Drew University March 2007 - June 2015
BNY Mellon May 2000 - May 2006
Skills
Exceptional..., Microsoft Word, Excel,..., Fluent in English and...
Education
College of Saint Elizabeth 1996 — 2000
Bachelor’s Degree, International Studies (foreign languages)-Business administration (management)
Ross Boberg's BNY Mellon Experience May 2015 - Present
Job Data Scientist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Moore Capital Management July 2009 - May 2015
Moore Capital Management June 2008 - August 2008
IvyExec.com April 2007 - November 2007
Market Insight Corporation June 2006 - August 2006
Skills
R, Data Visualization, Quantitative Analytics, Quantitative Finance, Data Analysis, JavaScript, d3.js, Python, Hedge Funds, Derivatives, Operations Research, Bloomberg, SQL, HTML, Fixed Income, jQuery, FX Options, Financial Modeling, Options, Equities, Tableau, Business Objects, Interest Rate..., Equity Derivatives, Experimental Design, AWS
Education
University of California, Berkeley 2014 — 2015
Master of Information and Data Science (M.I.D.S.), Data Science
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science, Operations Research; Financial Engineering
BNY Mellon May 2015 - Present
Moore Capital Management July 2009 - May 2015
Moore Capital Management June 2008 - August 2008
IvyExec.com April 2007 - November 2007
Market Insight Corporation June 2006 - August 2006
Skills
R, Data Visualization, Quantitative Analytics, Quantitative Finance, Data Analysis, JavaScript, d3.js, Python, Hedge Funds, Derivatives, Operations Research, Bloomberg, SQL, HTML, Fixed Income, jQuery, FX Options, Financial Modeling, Options, Equities, Tableau, Business Objects, Interest Rate..., Equity Derivatives, Experimental Design, AWS
Education
University of California, Berkeley 2014 — 2015
Master of Information and Data Science (M.I.D.S.), Data Science
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science, Operations Research; Financial Engineering
Peter Heyward's BNY Mellon Experience September 2012 - April 2014
Job Vice President and Corporate Counsel, Federal Regulation Prudential
Industry Financial Services
Experience
BNY Mellon September 2012 - April 2014
Morgan Stanley May 2010 - September 2012
Venable LLP 2001 - 2010
Jones Day 1989 - 2001
Board of Governors of the Federal Reserve System April 1986 - April 1989
Skills
Banking, Capital Markets, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Management, Mergers, Securities, Securities Regulation, Legal Research
Education
Columbia Law School 1976 — 1979
J.D., law
Wesleyan University 1970 — 1974
B.A., History, Literature (major in Modern European History)
BNY Mellon September 2012 - April 2014
Morgan Stanley May 2010 - September 2012
Venable LLP 2001 - 2010
Jones Day 1989 - 2001
Board of Governors of the Federal Reserve System April 1986 - April 1989
Skills
Banking, Capital Markets, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Management, Mergers, Securities, Securities Regulation, Legal Research
Education
Columbia Law School 1976 — 1979
J.D., law
Wesleyan University 1970 — 1974
B.A., History, Literature (major in Modern European History)
Melissa Dworanczyk's BNY Mellon Experience 1998 - 1999
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies February 2015 - Present
Deloitte & Touche April 2011 - January 2015
Corbeau Technologies 2008 - April 2011
California State Automobile Association (AAA) 2005 - 2008
California State Automobile Association (AAA) 2002 - 2005
BNY Mellon 1998 - 1999
Skills
Investments, Business Analysis, Business Process..., Accounting
Education
College of the Holy Cross 1994 — 1998
BA, Spanish/Economics
Ward Melville High School
SS&C Technologies February 2015 - Present
Deloitte & Touche April 2011 - January 2015
Corbeau Technologies 2008 - April 2011
California State Automobile Association (AAA) 2005 - 2008
California State Automobile Association (AAA) 2002 - 2005
BNY Mellon 1998 - 1999
Skills
Investments, Business Analysis, Business Process..., Accounting
Education
College of the Holy Cross 1994 — 1998
BA, Spanish/Economics
Ward Melville High School
Avi Grumet, CFA's BNY Mellon Experience June 2014 - Present
Job VP Market Risk at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2014 - Present
Ziff Brothers Investments March 2012 - February 2014
Barclays Capital February 2011 - March 2012
Columbia University May 2008 - August 2008
Skills
Quantitative Finance, VBA, Matlab, Financial Engineering, Quantitative Analytics, Bloomberg, Financial Modeling, Options, Fixed Income, Valuation, Data Analysis, Market Risk, Microsoft Excel, Monte Carlo Simulation, Statistics, Derivatives, Microsoft Office, Equity Derivatives, SQL, Hedge Funds, R
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
Master's degree, Financial Engineering
Columbia Engineering 2006 — 2009
B.S., Applied Physics
BNY Mellon June 2014 - Present
Ziff Brothers Investments March 2012 - February 2014
Barclays Capital February 2011 - March 2012
Columbia University May 2008 - August 2008
Skills
Quantitative Finance, VBA, Matlab, Financial Engineering, Quantitative Analytics, Bloomberg, Financial Modeling, Options, Fixed Income, Valuation, Data Analysis, Market Risk, Microsoft Excel, Monte Carlo Simulation, Statistics, Derivatives, Microsoft Office, Equity Derivatives, SQL, Hedge Funds, R
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
Master's degree, Financial Engineering
Columbia Engineering 2006 — 2009
B.S., Applied Physics
Violet Pagan's BNY Mellon Experience March 1997 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon March 1997 - Present
JEGI 1995 - 1997
JEGI 1995 - 1997
Skills
Global Custody
Education
The New School 1994 — 1996
MA, Media Studies
College of Saint Elizabeth 1988 — 1993
BA, English
BNY Mellon March 1997 - Present
JEGI 1995 - 1997
JEGI 1995 - 1997
Skills
Global Custody
Education
The New School 1994 — 1996
MA, Media Studies
College of Saint Elizabeth 1988 — 1993
BA, English
Jasjit Singh's BNY Mellon Experience March 2013 - September 2014
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
BNY Mellon March 2013 - September 2014
BNY Mellon - Portfolio Solutions August 2004 - January 2012
BNY Mellon - Corporate Trust Services - Structured Finance Group January 2001 - August 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Quantitative Analytics, Credit, Portfolio Management, Quantitative Finance, Investment Banking, Bloomberg Terminal, Trading, Corporate Actions, Asset Allocation, Due Diligence, Analytics, Business Intelligence, Structured Finance, MBS, Swaps, Financial Modeling, Middle Office, Valuation, Structured Products, Business Analysis, Financial Analysis, Risk Management, Asset Management
Education
Colorado Technical University 2004 — 2008
Bachelor of Science, Business Administration, Finance, Magna Cum Laude GPA 3.85
Ramapo College of NJ 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Credit Suisse September 2014 - Present
BNY Mellon March 2013 - September 2014
BNY Mellon - Portfolio Solutions August 2004 - January 2012
BNY Mellon - Corporate Trust Services - Structured Finance Group January 2001 - August 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Quantitative Analytics, Credit, Portfolio Management, Quantitative Finance, Investment Banking, Bloomberg Terminal, Trading, Corporate Actions, Asset Allocation, Due Diligence, Analytics, Business Intelligence, Structured Finance, MBS, Swaps, Financial Modeling, Middle Office, Valuation, Structured Products, Business Analysis, Financial Analysis, Risk Management, Asset Management
Education
Colorado Technical University 2004 — 2008
Bachelor of Science, Business Administration, Finance, Magna Cum Laude GPA 3.85
Ramapo College of NJ 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Samir Pandiri's BNY Mellon Experience February 2009 - December 2011
Job EVP, CEO Asset Servicing
Industry Financial Services
Experience
BNY Mellon February 2009 - December 2011
BNY Mellon 2005 - February 2009
JPMorgan Chase 1994 - 2005
Education
Columbia Business School
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, MS, Chemical Engineering
BNY Mellon February 2009 - December 2011
BNY Mellon 2005 - February 2009
JPMorgan Chase 1994 - 2005
Education
Columbia Business School
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, MS, Chemical Engineering
Stephen Laney's BNY Mellon Experience March 2011 - June 2014
Job Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2014 - Present
BNY Mellon March 2011 - June 2014
Apple Retail February 2010 - January 2011
College of the Holy Cross June 2009 - August 2009
The Bank of New York Mellon January 2007 - April 2009
A.G. Edwards June 2005 - August 2005
Skills
Fund Accounting, Microsoft Office, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Mac OS X, Strength Training, Olympic Lifting, Powerlifting, OS X
Education
College of the Holy Cross 2002 — 2006
BA, Psychology
Cambridge Associates July 2014 - Present
BNY Mellon March 2011 - June 2014
Apple Retail February 2010 - January 2011
College of the Holy Cross June 2009 - August 2009
The Bank of New York Mellon January 2007 - April 2009
A.G. Edwards June 2005 - August 2005
Skills
Fund Accounting, Microsoft Office, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Mac OS X, Strength Training, Olympic Lifting, Powerlifting, OS X
Education
College of the Holy Cross 2002 — 2006
BA, Psychology
Iqbal Sattaur's BNY Mellon Experience June 2004 - June 2011
Job Product Manager at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon January 2011 - Present
BNY Mellon June 2004 - June 2011
Columbia Business School 2009 - 2010
BNY Mellon January 2003 - June 2004
The Bank of New York January 1998 - January 2003
Skills
Bloomberg, Fixed Income, Financial Markets, Business Analysis, Financial Services, Market Data, Portfolio Management, Risk Management, Product Management, Collateral Management, Market Risk, Operational Risk, Middle Office, Security Clearance, Securities Regulation, New Business Development, Analysis, Hedge Funds, Equities, Project Management, Product Development, Vendor Management, Manage Client..., Budget Forecasts
Education
Columbia University - Columbia Business School 2009 — 2010
EMBA, Finance
Pace University 1999 — 2003
Bachelor of Science (BS), Computer Science and Mathematics
The Bank of New York Mellon January 2011 - Present
BNY Mellon June 2004 - June 2011
Columbia Business School 2009 - 2010
BNY Mellon January 2003 - June 2004
The Bank of New York January 1998 - January 2003
Skills
Bloomberg, Fixed Income, Financial Markets, Business Analysis, Financial Services, Market Data, Portfolio Management, Risk Management, Product Management, Collateral Management, Market Risk, Operational Risk, Middle Office, Security Clearance, Securities Regulation, New Business Development, Analysis, Hedge Funds, Equities, Project Management, Product Development, Vendor Management, Manage Client..., Budget Forecasts
Education
Columbia University - Columbia Business School 2009 — 2010
EMBA, Finance
Pace University 1999 — 2003
Bachelor of Science (BS), Computer Science and Mathematics
Gregg Katz's BNY Mellon Experience April 2013 - Present
Job Katz Financial Services
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon April 2012 - April 2013
BNY Mellon June 2011 - April 2012
UMass Dartmouth September 2009 - May 2011
Skills
Leadership, Management, Mutual Funds, Finance, Customer Service, Microsoft Excel, Marketing, Microsoft Office, Team Building, Financial Services, Time Management, PowerPoint, Microsoft Word
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's degree, Finance
College for Financial Planning
Certification for Financial Planning (CFP), Financial Planning and Services
Nipmuc Regional High School 2004 — 2007
BNY Mellon April 2013 - Present
BNY Mellon April 2012 - April 2013
BNY Mellon June 2011 - April 2012
UMass Dartmouth September 2009 - May 2011
Skills
Leadership, Management, Mutual Funds, Finance, Customer Service, Microsoft Excel, Marketing, Microsoft Office, Team Building, Financial Services, Time Management, PowerPoint, Microsoft Word
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's degree, Finance
College for Financial Planning
Certification for Financial Planning (CFP), Financial Planning and Services
Nipmuc Regional High School 2004 — 2007
Andrew Babbitt, CPA's BNY Mellon Experience June 2011 - August 2011
Job Audit Senior at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte January 2014 - Present
College of the Holy Cross January 2013 - May 2013
Deloitte June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Education
College of the Holy Cross 2009 — 2013
The Pingry School 2005 — 2009
High School
Deloitte January 2014 - Present
College of the Holy Cross January 2013 - May 2013
Deloitte June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Education
College of the Holy Cross 2009 — 2013
The Pingry School 2005 — 2009
High School
Jennifer Cloney Cole's BNY Mellon Experience March 2006 - Present
Job ★ Driving Business Forward ♦ Leadership & Innovation ♦ Big Data Expert ► Advanced Business Intelligence Strategist
Industry Financial Services
Experience
Bank of New York Mellon March 2006 - Present
BNY Mellon March 2006 - Present
ECommerce Technology Start-up March 2011 - March 2012
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 2001 - July 2004
Morgan Stanley April 1996 - July 2001
Miller, Anderson and Sherrerd, LLC October 1993 - April 1996
HEM Pharmaceuticals April 1991 - October 1993
Viking Systems January 1989 - April 1991
Skills
Data Warehousing, Business Analysis, Big Data, Management, Strategic Leadership, Innovation Development, Data Analytics, Entrepreneurship, Investment Management, Venture Capital, Agile Project Management, Data Governance, Engaging Public Speaker, Strategic Consulting, Growth Strategies, Organizational..., Trend Forecasting, New Market Expansion, Global Mobility, Cloud-based, Financial Markets, Strategic Business..., Change Catalyst, Digital Media..., Innovation Consulting, Alternative Investments, Financial Services, Start-ups, Strategy, Risk Management, Analytics, Leadership, Consulting
Education
College of the Holy Cross
Bachelor of Arts (BA), Mathematics
Drexel University
Master of Science (MS), Computer Science, GPA: 3.7
Bank of New York Mellon March 2006 - Present
BNY Mellon March 2006 - Present
ECommerce Technology Start-up March 2011 - March 2012
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 2001 - July 2004
Morgan Stanley April 1996 - July 2001
Miller, Anderson and Sherrerd, LLC October 1993 - April 1996
HEM Pharmaceuticals April 1991 - October 1993
Viking Systems January 1989 - April 1991
Skills
Data Warehousing, Business Analysis, Big Data, Management, Strategic Leadership, Innovation Development, Data Analytics, Entrepreneurship, Investment Management, Venture Capital, Agile Project Management, Data Governance, Engaging Public Speaker, Strategic Consulting, Growth Strategies, Organizational..., Trend Forecasting, New Market Expansion, Global Mobility, Cloud-based, Financial Markets, Strategic Business..., Change Catalyst, Digital Media..., Innovation Consulting, Alternative Investments, Financial Services, Start-ups, Strategy, Risk Management, Analytics, Leadership, Consulting
Education
College of the Holy Cross
Bachelor of Arts (BA), Mathematics
Drexel University
Master of Science (MS), Computer Science, GPA: 3.7
Amy Long's BNY Mellon Experience 2001 - December 2014
Job Vice President, PeapackGladstone Bank
Industry Financial Services
Experience
Peapack-Gladstone Bank Private Banking since 1921 January 2015 - Present
BNY Mellon 2001 - December 2014
Skills
Investments, Strategic Financial..., Portfolio Management, Equities, Banking, Asset Allocation, Fixed Income, Securities, Credit, Finance, Financial Analysis, Financial Planning, Financial Services, Wealth Management
Education
College of Saint Elizabeth
MS, Management
Virginia Polytechnic Institute and State University
BA, Economics
Peapack-Gladstone Bank Private Banking since 1921 January 2015 - Present
BNY Mellon 2001 - December 2014
Skills
Investments, Strategic Financial..., Portfolio Management, Equities, Banking, Asset Allocation, Fixed Income, Securities, Credit, Finance, Financial Analysis, Financial Planning, Financial Services, Wealth Management
Education
College of Saint Elizabeth
MS, Management
Virginia Polytechnic Institute and State University
BA, Economics
Robert G. Ladley's BNY Mellon Experience 2004 - Present
Job Vice President Financial Markets and Treasury Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2004 - Present
Mellon Trust / Mellon Financial 1994 - 2004
Mellon Financial 1990 - 1994
Mellon Financial 1986 - 1990
Mellon National Bank 1984 - 1986
Federated Investors, Inc 1980 - 1984
Pullman Swindell Company 1979 - 1980
Skills
Financial Markets, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Investments, Asset Allocation, Bonds, Global Custody, Securities Lending, FINRA, Private Banking, Investment Banking, Structured Products, Hedge Funds, Investment Strategies, Financial Services, Cash Management, Investment Management, Fund Of Funds, Corporate Actions, Middle Office
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1993
MBA
College of the Holy Cross 1975 — 1978
A.B., Political Science/History
BNY Mellon 2004 - Present
Mellon Trust / Mellon Financial 1994 - 2004
Mellon Financial 1990 - 1994
Mellon Financial 1986 - 1990
Mellon National Bank 1984 - 1986
Federated Investors, Inc 1980 - 1984
Pullman Swindell Company 1979 - 1980
Skills
Financial Markets, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Investments, Asset Allocation, Bonds, Global Custody, Securities Lending, FINRA, Private Banking, Investment Banking, Structured Products, Hedge Funds, Investment Strategies, Financial Services, Cash Management, Investment Management, Fund Of Funds, Corporate Actions, Middle Office
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1993
MBA
College of the Holy Cross 1975 — 1978
A.B., Political Science/History
Nicole Schafer-Farino's BNY Mellon Experience 2005 - 2007
Job Purchasing Agent
Industry Government Administration
Experience
Madison County July 2014 - Present
Syracuse City School District May 2007 - July 2014
BNY Mellon 2005 - 2007
Broadview Networks 2000 - 2005
Skills
Strategic Sourcing, Purchasing, Supply Management, Supply Chain Management, Procurement, Materials Management, Global Sourcing, E-procurement, Spend Analysis, Supplier Negotiation, Supplier Development, Supplier Evaluation, Supply Chain, Purchase Management, Sourcing, Inventory Management, Supply Chain..., Logistics, Inventory Control, Demand Planning, Contract Management, Production Planning, Lean Manufacturing, SAP, Materials, Contract Negotiation, Continuous Improvement, Cross-functional Team..., Pricing, Vendor Management, Negotiation, Forecasting, Six Sigma, Warehousing, Process Improvement, Value Stream Mapping, Logistics Management, Distribution Center..., Operations Management, ISO, Project Planning, Warehouse Management, Outsourcing, Leadership, Training, Master Scheduling, Purchasing Processes, Supply, Customer Satisfaction, Supply Chain Operations
Education
Columbia College 1998 — 2001
Bachelor of Arts (BA), Ciminal Justice, Minor in Business Administration
Onondaga Community College 1995 — 1998
Associate of Science (A.S.), Humanities
Bishop Ludden Jr/Sr High School 1991 — 1995
Madison County July 2014 - Present
Syracuse City School District May 2007 - July 2014
BNY Mellon 2005 - 2007
Broadview Networks 2000 - 2005
Skills
Strategic Sourcing, Purchasing, Supply Management, Supply Chain Management, Procurement, Materials Management, Global Sourcing, E-procurement, Spend Analysis, Supplier Negotiation, Supplier Development, Supplier Evaluation, Supply Chain, Purchase Management, Sourcing, Inventory Management, Supply Chain..., Logistics, Inventory Control, Demand Planning, Contract Management, Production Planning, Lean Manufacturing, SAP, Materials, Contract Negotiation, Continuous Improvement, Cross-functional Team..., Pricing, Vendor Management, Negotiation, Forecasting, Six Sigma, Warehousing, Process Improvement, Value Stream Mapping, Logistics Management, Distribution Center..., Operations Management, ISO, Project Planning, Warehouse Management, Outsourcing, Leadership, Training, Master Scheduling, Purchasing Processes, Supply, Customer Satisfaction, Supply Chain Operations
Education
Columbia College 1998 — 2001
Bachelor of Arts (BA), Ciminal Justice, Minor in Business Administration
Onondaga Community College 1995 — 1998
Associate of Science (A.S.), Humanities
Bishop Ludden Jr/Sr High School 1991 — 1995
Eric Borrow's BNY Mellon Experience June 2014 - Present
Job Vice President / Senior Analyst
Industry Investment Management
Experience
BNY Mellon June 2014 - Present
BNY Mellon December 2011 - May 2014
Bridgewater Associates July 2011 - December 2011
News America Marketing 2011 - July 2011
Skills
Bloomberg, SQL, VBA, Microsoft Office, Equities, Cash Management, Corporate Actions, Settlement, Economics, Prime Brokerage, Back Office
Education
College of the Holy Cross 2006 — 2010
BA, Economics, Premedical
BNY Mellon June 2014 - Present
BNY Mellon December 2011 - May 2014
Bridgewater Associates July 2011 - December 2011
News America Marketing 2011 - July 2011
Skills
Bloomberg, SQL, VBA, Microsoft Office, Equities, Cash Management, Corporate Actions, Settlement, Economics, Prime Brokerage, Back Office
Education
College of the Holy Cross 2006 — 2010
BA, Economics, Premedical
Akshat Mittal's BNY Mellon Experience April 2013 - Present
Job Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Betterment July 2012 - December 2012
Amida Capital Management June 2012 - September 2012
Futures First Info. Services Pvt. Ltd. November 2010 - June 2011
Nokia Siemens Networks July 2009 - September 2010
Skills
Financial Modeling, Derivatives, VBA, Fixed Income, Investments, Quantitative Finance, Equities, Matlab, Options, Portfolio Management, Microsoft Excel, Trading, Valuation, SQL, Portfolio Optimization, MS Office Suite, Bloomberg, Risk Management, Hedging, Statistics, Capital Markets, Finance, Interest Rate Risk..., Balance Sheet, Python, Structured Products
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Financial Engineering and Managerial Applications
Manipal Institute of Technology 2005 — 2009
B.E, Electronics and Communications
Modern School 1992 — 2005
BNY Mellon April 2013 - Present
Betterment July 2012 - December 2012
Amida Capital Management June 2012 - September 2012
Futures First Info. Services Pvt. Ltd. November 2010 - June 2011
Nokia Siemens Networks July 2009 - September 2010
Skills
Financial Modeling, Derivatives, VBA, Fixed Income, Investments, Quantitative Finance, Equities, Matlab, Options, Portfolio Management, Microsoft Excel, Trading, Valuation, SQL, Portfolio Optimization, MS Office Suite, Bloomberg, Risk Management, Hedging, Statistics, Capital Markets, Finance, Interest Rate Risk..., Balance Sheet, Python, Structured Products
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Financial Engineering and Managerial Applications
Manipal Institute of Technology 2005 — 2009
B.E, Electronics and Communications
Modern School 1992 — 2005
Ryan Werchan's BNY Mellon Experience November 2009 - October 2013
Job Junior System Administrator at Hearing Lab Technology LLC
Industry Information Technology and Services
Experience
Hearing Lab Technology, LLC May 2015 - Present
GSM Outdoors October 2013 - Present
BNY Mellon November 2009 - October 2013
AT&T January 2000 - May 2009
Skills
Call Center, Technical Support, Cisco Technologies, Troubleshooting, Windows XP, Servers, Routers, Windows 7, TCP/IP, Computer Hardware, Network Design, Networking, Switches, Operating Systems, Call Centers, Help Desk Support, SharePoint, VPN, XP, Software Documentation, Wireless Networking, Active Directory, Network Administration, VoIP, Software Installation, System Deployment
Education
Collin County Community College 2011 — 2011
IT
Hearing Lab Technology, LLC May 2015 - Present
GSM Outdoors October 2013 - Present
BNY Mellon November 2009 - October 2013
AT&T January 2000 - May 2009
Skills
Call Center, Technical Support, Cisco Technologies, Troubleshooting, Windows XP, Servers, Routers, Windows 7, TCP/IP, Computer Hardware, Network Design, Networking, Switches, Operating Systems, Call Centers, Help Desk Support, SharePoint, VPN, XP, Software Documentation, Wireless Networking, Active Directory, Network Administration, VoIP, Software Installation, System Deployment
Education
Collin County Community College 2011 — 2011
IT
John Lutz's BNY Mellon Experience October 2012 - November 2013
Job Research Associate at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC May 2015 - Present
NEPC February 2015 - May 2015
NEPC December 2013 - February 2015
BNY Mellon October 2012 - November 2013
Willowbrooke Spirit Shoppe June 2011 - August 2012
Innovative Inflatables June 2008 - July 2012
Bowditch & Dewey, LLP January 2011 - May 2011
Creative Dimensions June 2008 - July 2008
Skills
Client Service Oriented, Business Development, B2B sales, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, Market Research, B2B, Marketing, Social Media Marketing, Spanish, Online Marketing, Social Media, Event Planning, Research, Finance, Public Speaking, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Xavier High School 2004 — 2008
Regents Diploma, General Studies
NEPC, LLC May 2015 - Present
NEPC February 2015 - May 2015
NEPC December 2013 - February 2015
BNY Mellon October 2012 - November 2013
Willowbrooke Spirit Shoppe June 2011 - August 2012
Innovative Inflatables June 2008 - July 2012
Bowditch & Dewey, LLP January 2011 - May 2011
Creative Dimensions June 2008 - July 2008
Skills
Client Service Oriented, Business Development, B2B sales, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, Market Research, B2B, Marketing, Social Media Marketing, Spanish, Online Marketing, Social Media, Event Planning, Research, Finance, Public Speaking, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Xavier High School 2004 — 2008
Regents Diploma, General Studies
Scott Cartwright's BNY Mellon Experience June 2007 - May 2012
Job Tax Senior Associate at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PwC July 2015 - Present
PwC October 2013 - June 2015
Northeastern University June 2012 - August 2013
BNY Mellon June 2007 - May 2012
Skills
Fund Accounting, Account Reconciliation, Staff Supervision, Cash Management, Valuation, Financial Modeling, Securities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Partnership Taxation, Tax Returns, Tax, Financial Accounting, Accounting
Education
Northeastern University 2012 — 2013
Master of Science, Accounting
Northeastern University 2012 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross 2003 — 2007
BA, Classics
PwC July 2015 - Present
PwC October 2013 - June 2015
Northeastern University June 2012 - August 2013
BNY Mellon June 2007 - May 2012
Skills
Fund Accounting, Account Reconciliation, Staff Supervision, Cash Management, Valuation, Financial Modeling, Securities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Partnership Taxation, Tax Returns, Tax, Financial Accounting, Accounting
Education
Northeastern University 2012 — 2013
Master of Science, Accounting
Northeastern University 2012 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross 2003 — 2007
BA, Classics
Nathan Crane's BNY Mellon Experience October 2012 - Present
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
Ellen Polissky's BNY Mellon Experience 2006 - 2012
Job Attorney
Industry Legal Services
Experience
Greater New York City Area 2012 - Present
BNY Mellon 2006 - 2012
Cahill Gordon & Reindel September 2003 - September 2006
Education
Columbia University School of Law 2000 — 2003
JD
Greater New York City Area 2012 - Present
BNY Mellon 2006 - 2012
Cahill Gordon & Reindel September 2003 - September 2006
Education
Columbia University School of Law 2000 — 2003
JD
George V. Merrill's BNY Mellon Experience August 2000 - July 2012
Job Senior Vice President, Senior Portfolio Manager at M&R Capital Management, Inc.
Industry Financial Services
Experience
M & R Capital Management, Inc. 2012 - Present
BNY Mellon August 2000 - July 2012
Skills
Equities, Asset Management, Bonds, Portfolio Management, Investment Management, Wealth Management
Education
Columbia Business School
MBA
Harvard College
AB
Harvard Law School
JD
M & R Capital Management, Inc. 2012 - Present
BNY Mellon August 2000 - July 2012
Skills
Equities, Asset Management, Bonds, Portfolio Management, Investment Management, Wealth Management
Education
Columbia Business School
MBA
Harvard College
AB
Harvard Law School
JD
Doug Ginn's BNY Mellon Experience September 2010 - 2013
Job Senior Regulatory Administrative Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2010 - 2013
Maine Supreme Judicial Court May 2010 - July 2010
Skills
Microsoft Word, Microsoft Excel, Lotus Notes, PowerPoint, Lexis, Adobe Acrobat
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)
College of the Holy Cross 2006 — 2010
BNY Mellon September 2010 - 2013
Maine Supreme Judicial Court May 2010 - July 2010
Skills
Microsoft Word, Microsoft Excel, Lotus Notes, PowerPoint, Lexis, Adobe Acrobat
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)
College of the Holy Cross 2006 — 2010
James Marticello Sr.'s BNY Mellon Experience July 2004 - August 2010
Job Customer Care Call Center / Resource Desk Analyst at Allegiant Travel Company
Industry Telecommunications
Experience
Allegiant Travel Company December 2014 - Present
Allegiant Travel Company December 2012 - December 2014
Payless Car Rental, Inc. July 2011 - November 2012
Enterprise Holdings August 2010 - July 2011
BNY Mellon July 2004 - August 2010
Sprint Nextel February 1998 - January 2004
Skills
Sales
Education
College of Southern Nevada 2012 — 2012
General Studies
Onondaga Community College 1992 — 1993
Criminal Justice/Safety Studies
State University of New York College of Agriculture and Technology at Morrisville 1990 — 1991
Wood Science and Wood Products/Pulp and Paper Technology
Allegiant Travel Company December 2014 - Present
Allegiant Travel Company December 2012 - December 2014
Payless Car Rental, Inc. July 2011 - November 2012
Enterprise Holdings August 2010 - July 2011
BNY Mellon July 2004 - August 2010
Sprint Nextel February 1998 - January 2004
Skills
Sales
Education
College of Southern Nevada 2012 — 2012
General Studies
Onondaga Community College 1992 — 1993
Criminal Justice/Safety Studies
State University of New York College of Agriculture and Technology at Morrisville 1990 — 1991
Wood Science and Wood Products/Pulp and Paper Technology
Krishia De Leon's BNY Mellon Experience June 2014 - Present
Job Assistant to the CTS Head of Strategy and Administration at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon June 2014 - Present
KubeTech Custom Molding, Inc. January 2013 - June 2014
McDonald’s Regional Corporate Office February 2012 - January 2013
Voyager Jet Center, LLC April 2011 - January 2012
Mobile Medical Corporation July 2007 - April 2011
John Robert Powers November 2004 - July 2007
Skills
Executive Support, Sales, Receptionist Duties, Meeting Scheduling, Appointment Scheduling, Microsoft Publisher, Conference Coordination, Training, WebEx, Administrative..., Meeting Planning, Office Administration, Coordinating Events, Travel Arrangements, Microsoft Office 2007, Office Management, Management, Data Entry, Microsoft Office, PowerPoint, Teamwork, Customer Service, Budgets
Education
DeVry University 2009 — 2015
Associate of Science (A.S.), Health Information/Medical Records Technology/Technician
College of San Mateo 2006 — 2007
Radio and Television Broadcasting Technology/Technician
Southville International School 2000 — 2004
HS Diploma/GED
BNY Mellon June 2014 - Present
KubeTech Custom Molding, Inc. January 2013 - June 2014
McDonald’s Regional Corporate Office February 2012 - January 2013
Voyager Jet Center, LLC April 2011 - January 2012
Mobile Medical Corporation July 2007 - April 2011
John Robert Powers November 2004 - July 2007
Skills
Executive Support, Sales, Receptionist Duties, Meeting Scheduling, Appointment Scheduling, Microsoft Publisher, Conference Coordination, Training, WebEx, Administrative..., Meeting Planning, Office Administration, Coordinating Events, Travel Arrangements, Microsoft Office 2007, Office Management, Management, Data Entry, Microsoft Office, PowerPoint, Teamwork, Customer Service, Budgets
Education
DeVry University 2009 — 2015
Associate of Science (A.S.), Health Information/Medical Records Technology/Technician
College of San Mateo 2006 — 2007
Radio and Television Broadcasting Technology/Technician
Southville International School 2000 — 2004
HS Diploma/GED
Sandi Mellema-Higgins's BNY Mellon Experience 1989 - Present
Job Treasury Services Sales Rep. at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1989 - Present
US Bank May 1980 - January 1989
Education
Colorado State University
BNY Mellon 1989 - Present
US Bank May 1980 - January 1989
Education
Colorado State University
Govindharaju Selvamani's BNY Mellon Experience June 2012 - May 2013
Job Systems Analyst at Streamline Healthcare Solutions, LLC
Industry Information Technology and Services
Experience
Streamline Healthcare Solutions, LLC July 2015 - Present
Ideal Fitness Solutions January 2015 - May 2015
University of Illinois at Chicago February 2014 - May 2015
BNY Mellon June 2012 - May 2013
Education
University of Illinois at Chicago 2013 — 2015
Master of Science (MS), Management Information Systems, General, 3.48/4
College of Engineering, Guindy 2008 — 2012
Bachelor of Engineering (BEng), Electronics and Communications Engineering, 8.0/10
Streamline Healthcare Solutions, LLC July 2015 - Present
Ideal Fitness Solutions January 2015 - May 2015
University of Illinois at Chicago February 2014 - May 2015
BNY Mellon June 2012 - May 2013
Education
University of Illinois at Chicago 2013 — 2015
Master of Science (MS), Management Information Systems, General, 3.48/4
College of Engineering, Guindy 2008 — 2012
Bachelor of Engineering (BEng), Electronics and Communications Engineering, 8.0/10
Adam Scholl's BNY Mellon Experience 1991 - 1997
Job Senior Vice President at Henry H Armstrong Associates
Industry Financial Services
Experience
Henry H Armstrong Associates 2001 - Present
PNC 1997 - 2001
BNY Mellon 1991 - 1997
Education
Ward Melville High School
Colorado School of Mines
Univesity of Vermont
Henry H Armstrong Associates 2001 - Present
PNC 1997 - 2001
BNY Mellon 1991 - 1997
Education
Ward Melville High School
Colorado School of Mines
Univesity of Vermont
James Persons's BNY Mellon Experience March 2005 - January 2010
Job
Industry Banking
Experience
Aspen Dental Management, Inc. (ADMI) January 2010 - Present
BNY Mellon March 2005 - January 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Columbia College 2005 — 2006
Bachelor's degree, Psychology
State University of New York College at Cortland
Bachelor's degree, Business/Managerial Economics
Aspen Dental Management, Inc. (ADMI) January 2010 - Present
BNY Mellon March 2005 - January 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Columbia College 2005 — 2006
Bachelor's degree, Psychology
State University of New York College at Cortland
Bachelor's degree, Business/Managerial Economics
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon