BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Peoples Natural Gas Company April 2015 - Present
Comcast Cable February 2000 - March 2015
NAMIC January 2013 - January 2015
NAMIC-Western PA January 2008 - November 2010
BNY Mellon April 1993 - February 2000
Skills
Leadership, Telecommunications, Troubleshooting, Strategic Planning, Public Speaking, Leadership Development, Social Media, Event Planning, Team Building, Social Media Marketing, Organizational..., Call Center, Strategic Partnerships, Coaching, Digital Media, Call Centers, Editing, Training, Microsoft Office, Team Leadership, Social Networking, Management, Fundraising, Program Management, Customer Satisfaction, Budgets, Employee Relations, Customer Service, Marketing, Account Management, Nonprofits, B2B, Event Management, Staff Development, Recruiting, Customer Experience, Project Management, Public Relations, Sales, Policy, Community Outreach, Marketing Communications, Analysis
Education
Community College of Allegheny County 2010 — 2015
Undergraduate, Business Adminstration, 2.8
Carrick High School 1985 — 1987
Diploma, General Studies, 2.7
Akron North High School 1983 — 1985
General Education
BNY Mellon June 2014 - Present
Brunswick Playmor Bowl May 2011 - Present
Meadows Racetrack & Casino December 2013 - June 2014
Rivers Casino June 2013 - December 2013
Best Buy October 2007 - October 2012
Fox Chapel Country Club March 2002 - March 2010
Skills
Customer Service, Marketing, Social Media Marketing, Sales, Sales Management, Employee Training, Business Strategy, Business Analysis, Business Development, Customer Engagement, Leadership, Team Building, Team Leadership, Team Management, Cross-functional Team..., Retail Sales, Store Management, Retail, Administrative Work, Time Management, Management, Facebook, Coaching, Social Media, Customer Experience, Public Speaking, Casino, PowerPoint, Strategic Planning
Education
Pennsylvania State University-Penn State Greater Allegheny 2010 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 3.12 GPA
Pennsylvania State University 2005 — 2007
Bachelor of Science (B.S.), Parks, Recreation and Leisure Facilities Management, 3.06 GPA
Community College of Allegheny County 2002 — 2005
Associate of Science (A.S.), Business Management, 3.02 GPA
Brock & Scott, PLLC December 2014 - Present
Tim Moore State Farm Agency August 2014 - October 2014
PNC September 2008 - April 2014
BNY Mellon March 2002 - October 2007
Dreyfus Investment Services Corp. August 2000 - March 2002
Coca-Cola Enterprises August 1999 - August 2000
Century Square Shop n'Save August 1996 - August 1999
Skills
Microsoft Office, Document Review, Trust Services, Trust Accounting, Client Service, Securities, Problem Solving, Problem Analysis, Account Reconciliation, AML, Series 63, Financial Reporting, KYC, Finance, USA PATRIOT Act, Series 7, Financial Analysis, Trading, Auditing, Customer Service, Inventory Management, Teamwork, Research, Budgets, Data Entry, Time Management, Training, Settlement, Risk Management, Microsoft Word, Banking, Mutual Funds, Sales, Analysis, Insurance, Microsoft Excel, Management, Investments, Financial Services, Equities, Coaching, PowerPoint
Education
Waynesburg University 2001 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Robert Morris University 1993 — 1996
Bachelor of Science in Business Administration
Community College of Allegheny County 2008 — 2009
Certificate, Paralegal, 4.0
Cornerstone Research July 2014 - Present
Columbia University August 2012 - Present
Society of Women Engineers October 2011 - Present
BNY Mellon June 2013 - August 2013
Eigentrade Proprietary Trading September 2012 - May 2013
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2012 - July 2012
Columbia University Libraries February 2011 - May 2012
New Oriental Education & Technology Group August 2011 - August 2011
Skills
Mandarin, Microsoft Excel, PowerPoint, Java, Matlab, Stata, French, Microsoft Word, HTML, Bloomberg Terminal, SQL*Plus
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Science (B.S.), Financial Engineering
Beijing No. 4 High School 2007 — 2010
High School Degree
T. Rowe Price June 2015 - Present
Wisdom Capital Asset Management January 2015 - Present
Guosen Securities November 2013 - May 2014
BDA December 2013 - January 2014
BNY Mellon August 2013 - November 2013
Skills
Microsoft Office, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Financial Analysis, Research, Team Leadership, Market Research, Data Analysis, Project Management, Public Speaking, C, Customer Service, Statistics, Social Media
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Financial Engineering
Renmin University of China 2010 — 2014
Bachelor of Arts (B.A.), Finance
Renmin University of China 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Yale University 2013 — 2013
None, Summer Session
KPMG US September 2015 - Present
KPMG US January 2013 - September 2015
BNY Mellon January 2007 - January 2013
Pittsburgh Deli Company January 1995 - December 2006
Skills
Microsoft Excel, Microsoft Office, Management, Project Management, Data Analysis, Accounting, Analysis, Access, PL/SQL, Oracle SQL Developer, SAS Programming, Teradata SQL, Teradata
Education
Point Park University 2008 — 2013
Bachelor of Science (B.S.), Accounting
Community College of Allegheny County 2006 — 2008
Accounting
BNY Mellon October 2012 - Present
Princeton University Men's Tennis March 2012 - December 2012
Pennsbury Racquet Club September 2010 - March 2012
ATP Tour January 2010 - January 2012
ATP Tour, Inc. 2009 - 2011
AXA Advisors, LLC DBA Kaplan Financial Group June 2008 - September 2009
Office of Mayor - New York City May 2006 - August 2006
Skills
Research, Public Relations, Public Speaking, French, Financial Modeling, Financial Analysis, Russian, Business Strategy, Business Analysis, New Business Development, Tennis, Chess, Piano, Physics, Mathematical Physics, Mathematical Analysis
Education
Columbia University in the City of New York 2004 — 2008
B.A., Economics, Political Science
Princeton High School 2004 — 2008
BNY Mellon May 2013 - Present
Forever 21 August 2010 - November 2014
Citizens Bank October 2012 - January 2013
Skills
PeopleSoft, HRIS, Employee Benefits, Human Resources, Payroll, Employee Relations, Deferred Compensation, ADP Payroll, Benefits Administration, HR Policies, Employee Engagement, New Hire Orientations, FMLA
Education
Community College of Allegheny County 2010 — 2013
Associate of Science (A.S.), Business Administration, Management and Operations
Barclaycard June 2015 - Present
Barclaycard August 2012 - June 2015
State Street December 2010 - May 2012
Cadence Capital Group 2005 - 2008
Gruss & Co. June 2005 - November 2005
Citco Fund Services 2003 - 2005
BNY Mellon August 2001 - September 2003
The TCW Group August 2000 - September 2003
Toyota Financial Services March 1998 - August 2000
The Alliance Group Venture Capital October 1993 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Management, Microsoft Word, Microsoft Access, Business Analysis, Financial Services, Strategy, ODBC, API, Equities, Fixed Income, Process Improvement, Analysis, Investments, Business Process..., Data Analysis
Education
Columbia University in the City of New York 2008 — 2010
Pre-Medicine/Pre-Medical Studies
University of Redlands
Bachelor of Science (BS), Information Systems
BNY Mellon December 2014 - Present
Skills
Corporate Finance, Due Diligence, Public Policy, Emerging Markets, Strategy, Management Consulting, International..., Market Entry, Corporate Development, Business Strategy, Strategic Consulting, Economics, Private Equity, Valuation, Policy Analysis, Latin America, Entrepreneurship, Competitive Analysis, International Relations, Market Research, Project Management, Brand Development, Marketing Strategy, Mergers & Acquisitions, Analytics
Education
Columbia University - School of International and Public Affairs 2006 — 2008
MA, Economic development
Duke University 2000 — 2004
BA, Political Science
GDS
Crédit Agricole CIB 2012 - Present
Bacera Asset Management 2011 - 2011
BNY Mellon 2010 - 2010
Skills
Bloomberg, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Mandarin, Corporate Finance, Private Equity, Hedge Funds, Valuation, Growth Equity, Quantitative Analytics, Economics, Emerging Markets, Alternative Investments, Microsoft Office
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Economics - Operations Research
PNC September 2015 - Present
PNC BANK February 2014 - September 2015
Aflac July 2013 - December 2013
BNY Mellon September 2007 - March 2013
Skills
Customer Service, Commercial Insurance, Property & Casualty..., Insurance, Financial Services, Microsoft Office, Banking, Finance, Process Improvement, Relationship Management
Education
University of Pittsburgh 2002 — 2005
Bachelor of Arts (BA), Economics
Community College of Allegheny County 1999 — 2001
Associate's degree, Business, Management, Marketing, and Related Support Services
BNY Mellon October 2014 - Present
BNY Mellon October 2013 - October 2014
BNY Mellon May 2013 - October 2013
BNY Mellon September 2010 - May 2013
Mellon Financial/ BNY Mellon November 2006 - September 2010
Skills
Mutual Funds, AML, Due Diligence, Anti Money Laundering, Investments, Financial Services, Securities, OFAC, Financial Risk, Equities, Fixed Income, Compliance, Asset Management, Fraud Detection, Asset Managment, Investment Banking, KYC
Education
Slippery Rock University of Pennsylvania 2002 — 2005
Bachelor of Arts (B.A.), History
TEESSIDE UNIVERSITY 2004 — 2004
Community College of Allegheny County 2000 — 2002
iSoftStone February 2015 - Present
State Street March 2010 - January 2015
BNY Mellon November 2009 - December 2009
Fidelity Investments March 1996 - December 2008
BNY Mellon October 1989 - March 1996
Skills
DB2, Business Analysis, SDLC, Vendor Management, Corporate Actions, Management, IT Strategy, SQL, Securities Lending, Tax, Software Project..., Project Management, Requirements Gathering, Requirements Analysis, PMO, Mortgage Lending, Program Management, CRM, Project Portfolio..., Valuation, Project Planning, Leadership, Financial Services, Agile Methodologies, Business Process..., Oracle, Business Requirements
Education
Columbia University in the City of New York
BNY Mellon June 2015 - Present
BNY Mellon October 2012 - Present
UPMC Health Plan June 2012 - August 2012
Spectrum Properties October 2010 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Microsoft Access, SQL, Java, Apple, Finance, Accounting, Analysis, Databases, Financial Reporting, Team Leadership
Education
Queens University of Charlotte 2008 — 2011
Bachelor of Arts (B.A.), Business Administration
Community College of Allegheny County 2006 — 2011
Associate of Science (A.S.), Business Management
BNY Mellon February 2015 - Present
BNY Mellon August 2013 - Present
United Stationers 2010 - 2013
CCAC 2012 - 2012
Skills
Windows 7, Windows XP Pro, Customer Service, Help Desk Support, Online Help, Virus Removal, Software Installation, Cyber-security, Laptops, Visio, Active Directory, Windows XP
Education
Southern New Hampshire University 2014 — 2016
Bachelor's Degree, Cybersecurity
Community College of Allegheny County 2011 — 2013
Associate of Science (A.S.), Computer Science
BNY Mellon September 2013 - August 2015
BNY Mellon September 2012 - March 2013
Aerie by American Eagle Outfitters October 2011 - November 2012
Skills
Customer Service, Time Management, Teamwork
Education
Community College of Allegheny County 2015 — 2017
Associate's degree, Occupational Therapist Assistant
Community College of Allegheny County 2011 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Keystone Oaks High School 2006 — 2010
Seeking a new career opportunity September 2014 - Present
BNY Mellon July 2013 - August 2014
UPMC March 2012 - December 2012
Fiserv SourceOne May 2006 - August 2011
Elliott Company May 2000 - October 2003
Elliott Company March 1991 - May 2000
Elliott Company July 1990 - March 1991
TECHAID Inc. October 1989 - July 1990
Keystone Drafting, Inc. September 1988 - October 1989
Skills
Troubleshooting, Windows, Network Design, Network Administration, Windows Server, SDLC, Testing, SharePoint, Visio, Network Security, Active Directory, Compliance PCI, AutoCAD, Product Development, Virtualization, Project Management, MS Project, Process Analysis, Process Flow..., Six Sigma, Lean Thinking, Systems Analysis, Lean Manufacturing, Process Improvement, Leadership, Vendor Management, Program Management, Software Documentation, Engineering, Management, Business Analysis, Requirements Analysis, Databases, Security, Cross-functional Team..., Integration, Business Intelligence, Customer Service, Team Leadership, Manufacturing, Networking, Business Process..., Training, DNS, Quality Assurance, Change Management, Project Planning, System Deployment, Documentation, Requirements Gathering
Education
Robert Morris University 2001 — 2003
Master of Science (M.S.), Internet Information Systems
Robert Morris University 1999 — 2003
Bachelor of Science (B.S.), Information Science
Community College of Allegheny County 1985 — 1988
Associate of Science (A.S.), Science and Engineering Technology
Guggenheim Partners June 2015 - August 2015
BNY Mellon June 2014 - August 2014
United States Marine Corps May 2009 - May 2013
Skills
Research, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Social Media, English, Microsoft Excel, Leadership, Teamwork, Government, Security Clearance, Customer Service
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (B.A.), Economics
BNY Mellon May 2006 - Present
Skills
Human Resources, Performance Management, Employee Engagement, PeopleSoft, Personnel Management, HR Consulting, Strategic Planning, Staff Development, Event Planning, Onboarding, Project Management, Talent Management, Employee Relations, Recruiting, Budgets, Management, Organizational..., Vendor Management, Leadership
Education
Columbia University in the City of New York 2004 — 2006
MS, Social Enterprise Administration
University of California, Berkeley 2000 — 2004
BA, Sociology
NYU
Project Management Certificate, Project Management
KIG March 2011 - Present
Wall Street Chinese Professionals November 2003 - Present
KIG March 2009 - March 2011
BNY Mellon June 2003 - March 2009
Sumitomo Bank March 1999 - June 2003
MetLife May 1997 - May 2000
Skills
Private Equity, Investments, Portfolio Management, Fixed Income, Capital Markets, Hedge Funds, Financial Services, Leadership, Trading, Investment Banking, Derivatives, Bloomberg, Equities, Mergers & Acquisitions, Alternative Investments
Education
Columbia University
BNY Mellon November 2010 - Present
Skills
Derivatives, Capital Markets, Financial Services, Foreign Exchange, Business Strategy, Business Development, Series 7, Series 63, New York Law License, NJ Law License..., Salesforce.com, Sales, Economics, Strategy, Equities, Fixed Income, Risk Management, Asset Management, Hedge Funds, Management
Education
Columbia University in the City of New York
B.A., Political Science, Barnard College
S&P Capital IQ June 2014 - Present
Standard & Poor's October 2010 - June 2014
Ambac August 2009 - September 2010
Federal Home Loan Bank of New York May 2008 - August 2009
Ambac September 2005 - May 2008
Federal Home Loan Bank of New York October 2003 - September 2005
BNY Mellon 2000 - October 2003
Skills
Capital Markets, Banking, Fixed Income, Credit Risk, Financial Services, CDO, Credit, Financial Markets, Risk Management, Structured Finance, Derivatives, Securitization, Bloomberg, Due Diligence, ABS, Financial Modeling, MBS, Securities, Financial Structuring, Alternative Investments, Structured Products, Credit Derivatives, Quantitative Finance, Bonds, Financial Risk, Quantitative Analytics, Swaps, Investment Banking, Hedge Funds, Equities, Emerging Markets, Valuation, Market Risk
Education
Columbia University in the City of New York
Neuroscience
The Bronx High School of Science
BNY Mellon January 2013 - Present
SPX Flow Technology March 2012 - January 2013
PNC May 2009 - December 2011
Sandcastle Waterpark June 2002 - September 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Analysis, Data Analysis, Networking
Education
Slippery Rock University of Pennsylvania 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Community College of Allegheny County 2005 — 2007
Associate's degree, Business Administration and Management, General
Columbia University 2012 - Present
Columbia Law School May 2013 - Present
nateweber.com August 2010 - Present
Resolution Media/Omnicom Media Group November 2012 - May 2013
PHD November 2012 - May 2013
GroupM August 2012 - November 2012
Mindshare August 2012 - November 2012
MediaCom August 2012 - November 2012
Resolution Media May 2011 - August 2012
BNY Mellon March 2010 - June 2011
Skills
SEO, SEO copywriting, Content Management, Content Development, Web Content, Web Content Production, Web Content Management, Digital Marketing, Link Building, Keyword Research, Off Page Optimization, Keyword Analysis, Image Optimization, Social Networking..., Search Engine Ranking, Social Media Marketing, Web Analytics, Physics, Mathematics, Copywriting, Web Development, Blogging
Education
Columbia University in the City of New York 2012 — 2014
Physics, Mathematics
The Ohio State University 2004 — 2008
Bachelor of Science, Economics, Finance
The Ohio State University - The Max M. Fisher College of Business
Economics, Finance
BNY Mellon September 2014 - Present
United States Air Force August 2008 - September 2014
US Air Force/311 Airlift Squadron June 2005 - August 2008
United States Air Force/911 Aerial Refueling Squadron February 2002 - June 2005
United States Air Force October 1998 - February 2002
US Air Force/Laughlin AFB January 1997 - May 1998
US Air Force/ April 1992 - December 1994
Skills
Pilot, Instructor/Evaluator..., Functional Check Flight..., Special Missions..., Operations Duty Officer, Air Force, Military, DoD, Security Clearance, Piloting, Top Secret, Command, Aircraft, Aviation, Military Operations, Defense, Flight Training, Flights, Operational Planning, National Security, Military Experience, Aircraft Maintenance, Flight Safety, Electronic Warfare
Education
Touro University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Military Management, 3.7 GPA
Embry Riddle Aeronautical University-Prescott 1995 — 1996
Bachelors of Science, Professional Aeronautics, 3.65 GPA
Community College of Allegheny County 1988 — 1990
Associate of Science (A.S.), Flight Technology, 3.7 GPA
BNY Mellon July 2014 - January 2015
Bank of America August 2011 - October 2013
Fifth Third Bank June 2006 - August 2011
PNC April 2005 - June 2006
Citizens Bank July 2003 - April 2005
Citizens Bank May 2000 - June 2003
Citizens Bank November 1998 - May 2000
Citizens Bank August 1996 - November 1998
Skills
Leadership, Management Consulting, Banking, Commercial Banking, Risk Management, Credit Analysis, Management, Credit, Loans, Commercial Lending, Financial Analysis, Portfolio Management, Finance, Sales Management, Negotiation, Customer Service, Due Diligence, Leadership Development, Credit Risk, Loan Compliance, Credit Management, Relationship Management, Business Analysis, Business Coaching, Job Coaching, Marketing Strategy, Strategic Planning, Public Speaking, New Business Development
Education
Robert Morris University 1997 — 2000
MBA, Finance Concentration, 3.6
University of Pittsburgh 1992 — 1994
BS, Business Administration, 3.26
Community College of Allegheny County 1990 — 1991
AS, General Studies, 3.42
RBC Capital Markets May 2015 - August 2015
BNY Mellon May 2014 - August 2014
American Enterprise Institute September 2013 - June 2014
U.S. House of Representatives June 2013 - August 2013
Skills
Volunteering, Management, Organization, Microsoft Office, Spanish, Microsoft Word, Public Speaking, Accounting, Networking, PowerPoint, Microsoft Excel, Teamwork, Valuation, Financial Statement..., Finance, Public Finance
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Political Science
Interlake High School 2008 — 2012
Bilingual International Baccalaureate Diploma
UPMC Corporate Services September 2015 - Present
BNY Mellon January 2014 - June 2015
Magee-Womens Hospital August 2012 - January 2013
Giant Eagle February 2011 - August 2012
Eat'n Park Hospitality Group November 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Teamwork, Data Entry, Facebook, Customer Satisfaction, Email, Presentations, Windows, Processing, Networks, Mobile, iOS, Photoshop, trade Processing, Corporate Finance, Adaptability, Attention to Detail, Detail Oriented, Flexible, Multitasking, Organizational Skills, Problem Solving, Time Management, Confidence, Decision Making, Strong Work Ethic, Success Driven, Social Media, Video Editing, Social Networking
Education
Community College of Allegheny County 2010 — 2011
Criminal Justice and Corrections
Brashear High School 2006 — 2010
Georgetown University's McDonough School of Business July 2014 - Present
WalletHub May 2015 - August 2015
Capital One July 2011 - April 2014
BNY Mellon June 2010 - August 2010
CONSTELLATION ENERGY GROUP June 2009 - September 2009
Skills
Analysis, Due Diligence, Mergers & Acquisitions, Strategy, Marketing Strategy, Financial Analysis, Microsoft Excel, PowerPoint, Investments, Market Research, SAS, SQL, Teradata, Operational Analysis, Business Strategy, Data Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
Columbia University in the City of New York 2007 — 2011
BA, Economics
Shaner Hotels April 2014 - Present
Multiple Staffing Agencies August 2012 - Present
Marriott International June 2013 - April 2014
Duquesne Club June 2012 - January 2014
BNY Mellon December 2011 - July 2012
Franco's Trattoria December 2007 - November 2011
Skills
Accounting, Customer Service, Auditing, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, PowerPoint, Teamwork, Management, Inventory Management, Operating Systems, Public Speaking, Data Entry, QuickBooks, Payroll, Account Reconciliation, Analysis, Training, Time Management, Outlook, Marketing, Process Improvement, Leadership, Hospitality Management, Interviews, General Ledger, Employee Benefits, Hospitality, Team Leadership, Hotels, Team Building, Employee Training, Performance Management, Social Media, Customer Satisfaction, Strategic Planning, Access, Sales, Coaching
Education
Point Park University 2011 — 2013
Master of Business Administration (MBA), International Business, 3.81 - G.P.A.
Point Park University 2006 — 2010
Bachelor of Science (B.S.), Accounting, 3.92 - G.P.A.
Community College of Allegheny County 2004 — 2006
Associate of Science (A.S.), Accounting, 3.86 GPA
Community College of Allegheny County 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
BNY Mellon May 2012 - December 2012
Script to Screen, Inc. 2011 - 2011
Skills
Management Consulting, Business Strategy, Client Development, Sales, Marketing Strategy, Business Development, Competitive Analysis, Social Networking, Foreign Languages, Strategy, Market Research, Leadership Development
Education
Columbia University in the City of New York 2010 — 2013
BA, Political Science; Business Management, Magna Cum Laude
Instituto de Pesquisas Ecologicas 2011 — 2011
Investment Strategies for Sustainable Development
Belarus University 2004 — 2008
BA, International Law, GPA: 3.9/4.0
BNY Mellon May 2015 - Present
BNY Mellon Wealth Management February 2013 - May 2015
Utility Service Partners, Inc August 2012 - February 2013
Utility Service Partners, Inc./AWHR December 2011 - August 2012
Fox Chapel Golf Club January 2011 - December 2011
Skills
Budgets, Financial Analysis, Accounting, Process Improvement, Business Analysis, Contract Negotiation, Leadership, PowerPoint, Salesforce.com, Corporate Finance, IBM Cognos, Forecasting, Profability Analysis, Fee Analysis, Comparative Market..., Business Development, Strategic Planning, Customer Service, Complex Analysis, Change Management, Operations Management, Account Management, Advanced Microsoft..., Microsoft Office, New Business Development, Business Strategy, Visio, MicroStrategy Reporting
Education
University of Pittsburgh 2008 — 2011
Bachelor of Arts and Science, Economics
Community College of Allegheny County 2006 — 2008
Bachelor of Arts and Science, General Studies
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
Syncora Guarantee December 2012 - Present
Columbia University January 2012 - May 2012
Citi January 2012 - May 2012
BNY Mellon June 2011 - August 2011
Accumulus Capital February 2009 - August 2010
Fairfield Greenwich Group October 2006 - April 2008
Rasini & C. June 2005 - December 2005
Skills
Alternative Investments, Hedge Funds, Equities, Portfolio Management, Private Equity, Investments, Risk Management, Due Diligence, Financial Markets, Fixed Income, Bloomberg, Asset Managment, Strategy, Capital Markets, Financial Modeling, Asset Management, Securities, Investment Management
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance and Economic Policy
New York University - Leonard N. Stern School of Business 2002 — 2006
BS, Finance/Int'l Business and Politics
Office of the Comptroller of the Currency January 2014 - Present
U.S. Treasury Department, Office of the Comptroller of the Currency June 2013 - January 2014
United States Treasury Department, Office of the Comptroller of the Currency November 2012 - June 2013
Merchants Data Repository September 2010 - October 2012
BNY Mellon 2008 - 2010
Mellon Bank NA January 1997 - July 2008
Skills
Hedging, Strategic Planning, Capital Markets, Derivatives, Banking, Corporate Finance, Asset/Liability..., Synthetic Beta &..., Liability Driven..., Asset Management, Fixed Income, Investment Strategies, Credit Risk, Market Risk, Asset Managment, Investments, Financial Risk, Risk Management, Finance, Trading, ALM, Financial Markets, Financial Services, Commodity, Credit, Securitization, Investment Management, LDI
Education
Columbia University - Columbia Business School
MBA, Finance
Saint Lawrence University
AB
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - Present
Columbia Daily Spectator September 2012 - July 2013
BNY Mellon June 2012 - August 2012
Columbia Urban Experience September 2010 - May 2012
Youth for Debate September 2010 - May 2012
Columbia University College Democrats September 2010 - April 2012
Moneythink March 2011 - September 2011
Field Street Capital Management May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Written and Spoken..., Spanish, Social Media, STATA, Leadership, Microsoft Office, Bloomberg, Capital IQ, PowerPoint, Research, Public Speaking, Marketing, Strategy, Community Outreach
Education
Columbia University in the City of New York 2010 — 2014
Economics, Minor in Hispanic Studies, 3.93
New Providence High School, New Providence, NJ 2006 — 2010
Bakery Barn, Inc. May 2015 - Present
Silhouette Ventures, LLC January 2015 - Present
BNY Mellon 2007 - 2011
Skills
Customer Service, Sales, Management, Social Media Marketing, Financial Risk, Policy, Account Reconciliation, Security, Customer Satisfaction, Marketing, Microsoft Office, Time Management, Research, Marketing Strategy, Selling, Event Planning, Social Networking, Social Media, Team Building, Public Speaking, Leadership, Strategic Planning, Microsoft Excel
Education
West Virginia University 2004 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
Community College of Allegheny County 2000 — 2003
Associate's degree, Business Administration and Management, General
BNY Mellon August 2011 - Present
Cowen and Company March 2009 - December 2010
Morgan Stanley August 2006 - February 2009
BNY ConvergEx June 2001 - August 2006
Summit Systems June 1999 - June 2001
Instinet Incorporated 1997 - 1997
Instinet Incorporated 1997 - 1997
Skills
Series 7, Series 24, Series 63, Technical Analysis, Electronic Trading, Equity Trading, Relationship Management, Account Management, Trading Systems, Portfolio Management, Derivatives, Program Trading, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Financial Instruments and Markets, Global Business
Columbia University in the City of New York 1995 — 1999
BS, Computer Science, Economics
BNY Mellon December 2014 - Present
AXA Advisors August 2014 - December 2014
Zhejin Trust June 2013 - August 2013
Caitong Securities Ltd July 2012 - August 2012
Citi May 2011 - December 2011
Skills
VBA, Matlab, Mandarin, Economics, Microsoft Excel, Risk Management, Microsoft Office, SQL, Teamwork, C++, Bloomberg, R, Financial Modeling, Statistics
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Zhejiang University 2008 — 2012
Bachelor of Science (BSc), Finance & Banking
Universitat Autònoma de Barcelona 2010 — 2011
Finance
EDMC October 2012 - Present
EDMC September 2011 - October 2012
EDMC March 2009 - September 2011
BNY Mellon April 2008 - March 2009
EDMC Online Higher Education October 2003 - January 2008
Skills
Project Management, Business Analysis, ITIL, Integration, Management, Change Management, Time Management, Telecommunications..., Telecom Expense..., Telecommunications..., Software Documentation, System Administration, Networking, Troubleshooting, Telecommunications, Customer Service, Cisco Technologies
Education
Community College of Allegheny County 2001 — 2004
ABA, Business Administration and Management, General
.. 2000 — 2004
Dimensional Fund Advisors August 2014 - Present
Team Red, White & Blue July 2012 - November 2014
First Republic Bank June 2012 - November 2012
BNY Mellon April 2011 - June 2012
Moody's Analytics October 2009 - June 2010
BlackRock July 2006 - November 2008
Education
COLUMBIA UNIVERSITY, Columbia CollegeNew 2002 — 2006
a Bachelor of Arts degree, May 2006; European History
Columbia University in the City of New York 2002 — 2006
B.A., History
ETHS 1998 — 2002
Orrington Elementary School
JPMorgan Chase & Co. Senior Vice PresidentCitiJune 2011 - August 2014
Standard & Poor's August 2009 - June 2011
Bank of New York Mellon August 2004 - July 2009
BNY Mellon March 2004 - July 2009
IBR Consulting November 2002 - June 2004
Smith Barney August 1997 - November 2002
KPMG June 1996 - August 1997
Fidelity Investments November 1991 - June 1996
Skills
SDLC, Program Management, PMP, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Management, Governance, Vendor Management, Project Portfolio..., Business Process, Leadership, Oracle, Data Warehousing, Software Project..., Agile Methodologies, IT Management, Risk Management, Integration, Issue Management, Data Analysis, Data Mining, Risk Assessment, Operational Risk..., Investment Banking, AML, Prime Brokerage, Broker-Dealer, Compliance, Solution Architecture, IT Audit, Quality Assurance, Portfolio Management, ROI Strategies, Business Intelligence, Resource Management, CMMI, Six Sigma, Agile Project Management, Data Management, Data Modeling, Process Engineering, Global Custody, Quantitative Risk, Strategy
Education
Columbia University in the City of New York 2013 — 2017
Doctor of Philosophy (PhD), Computer/Information Technology Administration and Management
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
City University of New York-Queens College
BA, Mathematics and Computer Science
Syracuse University
BS, Accounting and Business/Management
Macquarie Group August 2011 - Present
FBR September 2010 - August 2011
BNY Mellon September 2009 - September 2010
Columbia Business School August 2008 - May 2010
Lazard Asset Management June 2009 - July 2009
Limited Brands (NYCO Division) May 2001 - January 2008
PricewaterhouseCoopers June 1999 - May 2001
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1995 — 1999
BA, Economics
Shore Line Electric Railway September 2010 - Present
The Morgan Library & Museum November 2011 - February 2012
BNY Mellon April 2001 - August 2009
Bank of New York 1989 - 2001
Bank of New York/Irving Trust Co. 1983 - 1989
Skills
PeopleSoft, Employee Benefits, Benefits Administration, Deferred Compensation, 401k, Business Analysis, Pensions, Human Resources, Defined Benefit, Training, Software Documentation, Retirement Planning, Testing, Mutual Funds, Management, Vendor Management, Employee Relations, Succession Planning, Personnel Management, HRIS, Onboarding
Education
Fordham University 1975 — 1977
M.S., Educational Administration
Columbia University in the City of New York
B.S., History
JPMorgan Chase & Co. May 2015 - Present
KPMG US January 2014 - May 2015
Altfest Personal Wealth Management July 2013 - August 2013
Tanaka Capital 2012 - 2013
CICC 2012 - 2012
CICC 2011 - 2011
BNY Mellon April 2010 - June 2010
Skills
Microsoft SQL Server, Quantitative Finance, Equity Research, Valuation, Financial Modeling, Time Series Analysis, Portfolio Management, Matlab, Bloomberg Terminal, C++, Mandarin, Econometrics, VBA, Securities, Asset Management, Statistical Data..., Access, LaTeX, R
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree, Operations Research, concentrating on Financial Applications, 3.90/4.00
Georgetown University 2010 — 2010
Finance, General, 4.00/4.00
Renmin University of China 2006 — 2010
Bachelor's Degree, Finance, Applied Mathematics(Second-degree), 3.67/4.00
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
BNY Mellon May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Derivatives, Bloomberg, Financial Modeling, Microsoft Excel, Research, Financial Analysis, Social Media, Equities, Banking
Education
Columbia University in the City of New York 2010 — 2015
Bachelor of Arts (BA), Financial Economics
BNY Mellon May 2015 - Present
Girards Law Firm June 2014 - December 2014
Skills
Computer Science, Software Development, iOS Development, Objective-C, Xcode, Java, NetBeans, Python, Git, C, JavaScript, HTML, CSS, Matlab, Unix, Adobe Creative Suite, Arduino
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Science (BS), Computer Science
Columbia University in the City of New York 2013 — 2017
Computer Science, Computer Science
Schroder Investment Management January 2003 - August 2014
Bramwell Capital Management April 2001 - December 2001
Equinox Capital Management September 1997 - April 2000
BNY Mellon 1992 - 1997
Axe Houghton Management 1984 - 1992
General American Investment 1978 - 1981
Bank of New York 1977 - 1978
General Foods 1974 - 1977
Skills
Equities, Investments, Financial Modeling, Fixed Income, Finance, Valuation, Alternative Investments, Capital Markets, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1973 — 1974
MBA, Finance, General
Columbia University in the City of New York 1968 — 1972
Bachelor's degree, Economics
Oppenheimer & Co. Inc. January 2014 - Present
Credit Agricole CIB January 2012 - June 2013
BNY Mellon September 2006 - December 2011
PNC June 2005 - August 2006
Barclays Investment Bank April 2002 - June 2005
Merrill Lynch September 1996 - April 2002
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Portfolio Management, Structured Products, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Mathematical Finance
Columbia University in the City of New York 1994 — 1996
Bachelor of Arts (B.A.), Econ/Math
Total Impact Capital May 2015 - August 2015
BNY Mellon February 2003 - May 2014
Morgan Stanley May 1996 - November 2002
Credit Suisse February 1995 - May 1996
Tullett Prebon November 1994 - February 1995
Skills
Asset Allocation, Investments, Derivatives, Transition Management, Risk Management, Economics, Asset Management, Portfolio Management, Trading Strategies, Hedging, Hedge Funds, Equities, Beta Management, French, Spanish, Italian, Public Speaking, Global Business..., Global Strategy, Capital Markets, Fixed Income, Management, Alternative Investments, Finance, German, Global Marketing, Financial Services, Bloomberg, Data Analysis, Business Strategy, New Business Development, Financial Analysis, Financial Accounting, Leadership, Project Management, Marketing Strategy, Nonprofits, Microsoft Office, Strategic Planning, Quantitative Research, Sales Management, Sales, Team Building, Writing, Multi-cultural Team...
Education
Columbia University - School of International and Public Affairs 2015 — 2016
Master’s Degree, International Finance and Economic Policy
EDHEC Business School 2014 — 2015
Master of Business Administration (M.B.A.), International/Global Studies
Columbia University School of Continuing Education 2013 — 2013
Quantitative Studies for Finance
University of Pennsylvania School of Liberal & Professional Studies 2011 — 2011
Continuing Education, Mathematics
Goethe Institut 1993 — 1993
German Language and Literature
Georgetown University 1989 — 1993
Bachelor of Arts (BA), English Language and Literature/Letters
Yext November 2014 - Present
Prudential Financial January 2014 - September 2014
BNY Mellon March 2013 - November 2013
Axiom Learning October 2011 - August 2012
American Repertory Theatre January 2012 - April 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, C, Research, Economics, Actuarial Science, Economic Capital, Financial Analysis, Teaching
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Actuarial Science, 4.00/4.00
Harvard University 2007 — 2011
Bachelor of Arts (BA), Physics, 3.48/4.00
Plainview-Old Bethpage John F. Kennedy High School 2003 — 2007
High School Diploma, 4.00/4.00
Marshall Wace July 2014 - July 2015
BNY Mellon September 2012 - July 2014
AccuScore August 2011 - February 2012
Octagon June 2011 - August 2011
Nicoletti, Hornig, and Sweeney November 2010 - May 2011
Columbia Daily Spectator September 2009 - May 2011
Chambers of the Honorable Denise Cote, Federal District Court Judge, Southern District of New York May 2010 - August 2010
Columbia Daily Spectator May 2009 - May 2010
San Francisco Office of Economic and Workforce Development June 2009 - August 2009
Columbia Spectator Sports September 2008 - May 2009
Skills
Speaks Spanish
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2007 — 2011
B.A., Economics-Mathematics
COLLEGE PREPARATORY SCHOOL 2003 — 2007
High School Diploma
Mavis Tire November 2011 - Present
A&E Television Networks January 2004 - October 2011
BNY Mellon June 2002 - December 2003
JP Morgan Chase October 2000 - June 2002
BNY Mellon August 1994 - September 2000
Skills
Business Analysis, Analysis, XML, Leadership, Training, Integration, Microsoft SQL Server, Database Design, Software Development, SDLC, SQL, JavaScript, Requirements Analysis, Agile Methodologies, Scrum, Software Project..., Enterprise Software, Business Intelligence, SSRS, SSAS, SSIS, Financial Reporting, EDI, Retail, Media, .NET, C#, Data Analysis, Data Mining, jQuery
Education
Global Knowledge 2013 — 2013
MS Certification Course in Designing BI Systems, Data Warehousing
Columbia University in the City of New York 1992 — 1993
Certificate, Software Engineering
Eagle Bay Advisors 2015 - Present
BNY Mellon 1997 - 2014
. 1987 - 1997
Skills
Leadership, Strategy, Innovation, P&L Responsibility, Financial Services, Private Equity, Start-ups, Turnaround Experience, Talent Management, Culture Change, Corporate Venture..., Mergers & Acquisitions, Capital Markets, Banking, Entrepreneurship, Principal Strategic..., Risk Management, Innovation Management, Business Innovation, Innovation Development, Securities, Fixed Income, Portfolio Management, Equities, Hedge Funds, Structured Finance, Business Analysis, Investment Banking, Derivatives, Corporate Finance, Financial Modeling, Asset Management, Finance, Cross-functional Team..., Business Strategy, Alternative Investments, Marketing, Management, Sales Management, Sales, Business Development, New Business..., Strategic Planning, Marketing Strategy, Executive Management, Senior Executive..., Strategic Partnerships, New Business Development, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Haverford College 1983 — 1987
BS, Chemistry
The Dalton School 1979 — 1983
High School
BNY Mellon January 2011 - Present
Carnegie Speech February 2010 - January 2011
Landslide Technologies April 2008 - January 2010
Fiserv Lending Solutions March 2004 - April 2008
Education
Community College of Allegheny County
Real Estate
BNY Mellon June 2014 - June 2015
Kwelia August 2013 - June 2014
Embrace Hearing, LLC May 2012 - August 2012
The Children's Hospital of Philadelphia June 2011 - January 2012
Highmark June 2010 - August 2010
Skills
Data Analysis, R, Java, Economics, OCaml, HTML, Business Analysis, CSS3, Microsoft Office, Python, Research, SEO, Web Development, Statistics, Analysis, Start-ups, CSS, Business Development, JavaScript
Education
Columbia University in the City of New York 2015 — 2017
Master’s Degree, Data Science
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York December 2013 - Present
Columbia University March 2011 - Present
University of Maryland University College Asia October 2008 - August 2010
Community Bank December 2007 - June 2008
BNY Mellon September 1996 - October 2007
Skills
Higher Education, Public Speaking, Microsoft Office, Student Affairs, Student Financial Aid, Customer Service, Staff Development, Editing, Teaching, Student Development, Social Media
Education
Columbia University - School of International and Public Affairs 2013 — 2016
Executive Masters in Public Administration
Columbia University in the City of New York 2013 — 2016
Post baccalaureate Studies
University of Maryland University College 2008 — 2010
BA, English
Conference Organizer October 2011 - Present
Sewing Scool Studio June 2014 - Present
New Jersey Public High Schools September 2006 - June 2014
BNY Mellon November 1999 - July 2001
Skills
Public Speaking, Research, Teaching, Strategic Planning, Management, Leadership, Grant Writing, Web Design, Computer Proficiency, Fashion, Pottery, Report Writing, Creative Writing, Resume Writing, Organizational..., Diplomacy, Communication, Personal Finance, Real Estate Transactions, National Association of..., Adult Education, Negotiation, New Business Development, Entrepreneurship..., Creative...
Education
Columbia University in the City of New York 1994 — 1995
Master's degree, Education
Rutgers University-New Brunswick
Bachelor’s Degree, Business/Managerial Economics
BNY Mellon February 2015 - Present
BNY Mellon February 2013 - February 2015
PNC March 2012 - February 2013
PNC October 2010 - March 2012
Aeropostale November 2008 - September 2010
Skills
Banking, Credit, Loans, Financial Analysis, Process Improvement, Risk Management, Financial Modeling, Business Analysis, Access, Financial Reporting
Education
Southern New Hampshire University 2014 — 2015
Bachelor of Science (BS), Business Studies in Accounting
Community College of Allegheny County 2010 — 2012
Associate of Science (AS), Accounting
BNY Mellon January 2014 - Present
BNY Mellon January 2001 - December 2013
Bank of New York Mellon July 1993 - December 2000
Citibank June 1991 - June 1993
Skills
Financial Risk, Banking, Credit Risk, Portfolio Management, Derivatives, Securities, Capital Markets, Operational Risk, Risk Management, Credit, Financial Services, Investments, Equities, Fixed Income, Treasury Management, Financial Institutions
Education
Columbia University - School of International and Public Affairs 1988 — 1991
MIA, Int'l Political Economy/Latin America Studies
University of Massachusetts, Amherst 1982 — 1987
BA, Political Science/Latin American Studies
Pontificia Universidade Catolica / Rio de Janeiro 1984 — 1986
Letters
Stuyvesant High School 1978 — 1982
PS 321
BNY Mellon June 2015 - August 2015
Conference of Non-Governmental Organizations July 2013 - May 2014
Korean Daily News (Joongangilbo 중앙일보) August 2012 - May 2014
Bergen County Academies September 2011 - May 2014
Korean American Civic Empowerment April 2013 - November 2013
NJ State of Labor Department July 2013 - August 2013
NJ 37th Legislative District Assemblywoman Huttle's Office July 2013 - August 2013
The Record March 2013 - June 2013
The Supply July 2012 - August 2012
Skills
Teamwork, Leadership, Research, Research Writing, Microsoft Suites, Journalism
Education
Columbia University in the City of New York 2014 — 2018
Bachelor's degree, Economics with a concentration in East Asian Languages and Cultures
Bergen County Academies 2010 — 2014
Academy for Business and Finance
BNY Mellon June 2015 - Present
Center for Talent Innovation; Hewlett Consulting Partners January 2013 - May 2015
McKinsey & Company June 2006 - December 2012
A.T. Kearney June 2005 - August 2005
Bain & Company August 2004 - October 2004
Contrium Consulting AG March 2003 - May 2003
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master's Degree
Friedrich-Schiller-Universität Jena 2000 — 2006
Master of Business Administration (M.B.A.)
Citizens Financial Group, Inc. 2015 - Present
BNY Mellon 2013 - 2014
BNY Mellon 2007 - 2013
The Bank of New York 2005 - 2007
The Bank of New York 2004 - 2005
The Bank of New York 2003 - 2004
Credit Suisse 1996 - 2003
Credit Suisse 1987 - 1996
Skills
Financial Services, Management, Securities, Banking, Compliance, Project Management, Banking Law, Securities Regulation, Government Advocacy, Investment Banking, Securities Litigation, Commercial Litigation, Corporate Governance, Non-profit Board..., Board Governance, Financial Transactions, Cross-border...
Education
The George Washington University Law School 1980 — 1983
J.D.
Columbia University - School of International and Public Affairs 1979 — 1980
Master of International Affairs, Latin America/Economics
Columbia University in the City of New York 1975 — 1979
Bachelor of Arts (B.A.)
New York City Mayor's Office of Operations June 2015 - Present
New York City Council May 2014 - October 2014
BNY Mellon May 2013 - November 2013
BNY Mellon June 2012 - August 2012
Brevan Howard July 2011 - July 2011
The Office of U.S. Senator Charles E. Schumer September 2010 - December 2010
The Office of U.S. Congressman Anthony D. Weiner June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Data Analysis, Teamwork, Research, Time Management, Economics, Spanish, Finance, Community Outreach, Community Organizing, Writing, Plumbing, Community Engagement, Art
Education
Columbia University in the City of New York 2012 — 2016
Universidad Carlos III de Madrid 2015 — 2015
Semester Abroad, Spanish and Iberian Studies
Ernst & Young August 2010 - September 2014
Grand Interiors April 2008 - September 2008
KBR, Inc. June 2006 - September 2006
BNY Mellon June 2005 - August 2005
Skills
Tax, Analysis, Cost Segregation, Fixed Asset Depreciation, Microsoft Excel, Budgets, Tax Advisory, Project Management, Financial Reporting, Due Diligence, Financial Analysis, Accounting, Microsoft Office, Construction, Auditing, Financial Modeling
Education
Columbia University in the City of New York 2007 — 2009
Bachelor's degree, Civil Engineering
Spelman College 2004 — 2007
Bachelor's degree, General Science, minor in Economics
BNY Mellon June 2015 - September 2015
Pwc Consultants Ltd October 2013 - January 2014
Harbin Bank July 2013 - August 2013
Skills
Matlab, Microsoft Office, C++, Financial Analysis, Public Speaking, Data Analysis, C, Windows, Accounting, Statistics, R
Education
Columbia University in the City of New York 2014 — 2016
Master's degree, Mathematics of Finance
Georgia Institute of Technology 2015 — 2017
Master of Science (MS), Computer Science (Part Time Student)
University of International Business and Economics 2010 — 2014
Bachelor's degree, Financial Engineering
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - August 2014
BNY Mellon March 2010 - September 2012
BNY Mellon January 2007 - March 2010
Mellon Financial February 1997 - December 2006
Mellon Bank May 1989 - January 1997
Mellon Mutual Funds Services Group June 1987 - May 1989
Skills
Management, Project Management, Analysis, Business Process..., Business Analysis, Process Improvement, Workflow Design &..., Treasury Services, Client On-boarding, Phoenix Hecht..., Relationship Management, Portfolio Management, Risk Management, Banking
Education
Edinboro University of Pennsylvania
xCommunity College of Allegheny College
Associate’s Degree
BNY Mellon October 2011 - Present
RBC Capital Markets August 2008 - August 2011
Bear Stearns & Company January 1988 - August 2008
Goldman Sachs July 1985 - January 1988
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Asset Management, Valuation, Structured Products, Interest Rate..., Financial Modeling, Finance, Bonds, Series 7
Education
Columbia University in the City of New York
Doctor of Philosophy (PhD), Fluid Mechanics
Columbia University in the City of New York
Bachelor's Degree, Mechanical Engineering
RBC Capital Markets June 2015 - Present
BNY Mellon January 2015 - May 2015
AEG Live December 2014 - January 2015
Happy Mango Inc. September 2014 - December 2014
MCF Capital Management May 2014 - August 2014
Sawdust Art Festival May 2014 - August 2014
Fordham University May 2012 - May 2014
Santa Margarita Catholic High School May 2010 - August 2010
Skills
C++, JavaScript, PC, CSS, R, Matlab, XML, HTML, SQL, Python, VBA, Metastock, Sage, Maple, Putty, Financial Modeling, Algorithms, Finance, Derivatives, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Statistics, Calculus, Windows, Adobe Acrobat, Teaching, Microsoft Word, Public Speaking, Social Media
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Operations Research
Fordham University 2011 — 2014
Bachelor of Science (B.S.), Mathematics, Cum Laude
BNY Mellon October 2013 - Present
BNY Mellon December 2011 - October 2013
BNY Mellon October 2009 - December 2011
Skills
Accounting, Financial Statements, Marketing, Relationship Management, Management
Education
Point Park University 2013 — 2014
Master in Business Administration, International Business
Point Park University 2010 — 2012
Bachelor of Business Administration, Business
Community College of Allegheny County 2003 — 2010
Associate's degree, Business
Morgan Stanley June 2013 - Present
Restorsea September 2011 - December 2012
Morgan Stanley June 2012 - August 2012
BNY Mellon June 2011 - August 2011
East End Advisors December 2010 - May 2011
Federation of Hong Kong Industries June 2010 - July 2010
Roosevelt China Investments Corporation July 2009 - August 2009
Commonwealth of Massachusetts June 2008 - August 2008
Skills
Mandarin, Capital IQ, Stata, Bloomberg, PowerPoint, Investment Banking, Research, Microsoft Excel, Data Analysis, Investments, Financial Modeling, Microsoft Office
Education
Columbia University in the City of New York 2010 — 2013
BA, Economics-Mathematics
Cornell University 2009 — 2010
BA, Economics
Milton Academy 2005 — 2009
High School Diploma
BNY Mellon January 2010 - Present
BNY Mellon 2014 - 2014
BNY Mellon 2014 - 2014
Education
Columbia University in the City of New York
Masters, International and Public Affairs
University of Notre Dame
BA with honors
Yeshiva Girls' School of Pittsburgh 2012 - 2014
BNY Mellon September 2007 - July 2012
Mellon Bank March 1995 - August 2007
Skills
Management, Banking, Customer Service, Internal Audit, Credit, Leadership, Training, Analysis, PowerPoint, Time Management, Public Speaking, Strategic Planning, Sales
Education
Community College of Allegheny County
Geneva College
Community College of Allegheny County 1974 — 1976
BNY Mellon November 2011 - Present
BNY Mellon April 2005 - November 2011
Anter Corporation 2005 - 2005
Poly America June 2004 - August 2004
United States Postal Service September 2003 - June 2004
RGIS December 2002 - September 2003
NCS Pearson February 2002 - July 2002
U.S. Army October 1999 - April 2000
Southwest Research Institute May 1998 - August 1998
Skills
Microsoft Office, AutoCAD, Testing, MS Project, Matlab, MS Office Suite, Excel, Microsoft Excel, Public Speaking, Engineering, Analysis, HTML, Cadence, Verilog, NI LabVIEW, Labview, E-commerce, XML, Oracle, Java, JavaScript, PowerPoint, Access, Outlook, Assembly Language, Filing, Data Entry, Quicken
Education
Community College of Allegheny County 2006 — 2006
Computer Science
The University of Texas at Austin 2000 — 2003
M. S, Electrical and Computer Engineering; solid-state electronics
Consulting Solutions 2001 — 2001
Computer Science
Trinity University 1995 — 1999
B.S, Engineering Science; Electrical Engineering
Cistercian Prep School 1987 — 1995
BNY Mellon July 2014 - Present
The Depository Trust & Clearing Corporation August 2005 - July 2014
Columbia House Company 2000 - 2004
Skills
Virtualization, NetApp, VMware, Disaster Recovery, Storage, EMC Storage, Infrastructure, Citrix, SAN, Solaris, Cloud Computing, Storage Area Networks, Data Center, Fibre Channel, Unix, NAS, Enterprise Architecture, VDI, iSCSI, VMware ESX, AIX, Replication, Linux, Cisco UCS, CCNP, Netbackup, NFS, Storage Management, VMware Infrastructure, Storage Architecture, Storage Virtualization, Enterprise Storage, vSphere, Security, Storage Solutions, High Availability, Cisco Technologies, Server Architecture, Solution Architecture, Symmetrix, Business Continuity, Servers, Cluster, Red Hat Linux, VCP, OpenStack, VMware vSphere, IBM AIX
Education
Columbia University in the City of New York
J.P. Morgan March 2013 - Present
BNY Mellon Alternative Investment Services April 2009 - March 2011
BNY Mellon December 2007 - March 2009
Neuberger Berman March 2005 - September 2005
Goldman Sachs May 2004 - October 2004
Coudert Brothers October 2002 - October 2003
Allen & Overy July 2000 - August 2001
Office of Senator Charles E. Schumer 1999 - 1999
Office of Geroge Stephanopoulos 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Due Diligence, Financial Services, Emerging Markets, Spanish, Research, Finance, Global Custody, French, Contract Negotiation, Arabic, Tax, Translation, Social Media Marketing, Relationship Management, Portfolio Management, Fixed Income, Equities, Compliance, Private Equity, Real Estate Transactions, Risk Management
Education
School of Oriental and African Studies, U. of London 2006 — 2007
Diploma, Communicative Arabic
School of Oriental and African Studies, U. of London 2005 — 2006
MA, Near and Middle East Studies
Columbia University in the City of New York 1997 — 2002
BA, Middle East & Asian Languages & Cultures
BNY Mellon August 2013 - Present
Just Harvest December 2013 - Present
United Way of Allegheny County January 2011 - Present
BNY Mellon July 2010 - August 2013
BNY Mellon October 2007 - July 2010
BNY Mellon July 2005 - October 2007
BNY Mellon July 2004 - July 2005
BNY Mellon March 2001 - July 2004
BNY Mellon September 1997 - March 2001
BNY Mellon April 1996 - September 1997
Skills
Teamwork, General Ledger, FX Options, Customer Service, Strategic Financial..., Certified Green Belt, Six Sigma, Customer Relations, Financial Planning, FX, Balance, Government, Premiere, Mainframe, Banking, Fixed Income, Management, Leadership, Investments, Project Management, Portfolio Management, Financial Services, Payroll, Accounting, Financial Analysis, Cash Management, Time Management, Risk Management, Business Analysis, Auditing, Analysis, Bloomberg, Finance, Process Improvement, Access, Corporate Finance, Business Process..., Financial Modeling, Financial Accounting, Data Analysis, Microsoft Excel, Marketing, Bloomberg Terminal, Account Reconciliation, Sarbanes-Oxley Act, Corporate Actions, Forecasting, Internal Controls, Payments, PeopleSoft
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
Master in Science, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
Master in Business Administration
University of Pittsburgh 2005 — 2008
Bachelor of Science, Accounting and Finance
Community College of Allegheny County 2001 — 2005
Associate in Science, Business
Community College of Allegheny County 2001 — 2005
Associate in Science, Computer Information Technology: Network Administration
Steel Valley High School 1985 — 1987
NRG February 2010 - Present
NRG Energy August 2006 - February 2010
Pershing October 2005 - August 2006
Federated Department Stores October 2004 - October 2005
BNY Mellon February 2003 - October 2004
Fidelity Investments 1998 - 2003
Skills
Business Process, Business Analysis, Integration, Project Management, Software Project..., Strategy, Energy, Program Management, Analysis, Cross-functional Team..., Visio, SharePoint, Business Transformation, Mergers & Acquisitions, Management, Project Portfolio..., Business Process..., Capital Budgeting, Relationship Management, Leadership, SDLC, Mergers, Budgets, Vendor Management, Solar Energy, Process Improvement, IT Strategy, Energy Markets, Disaster Recovery, Project Planning, Business Intelligence, SCADA, IT Management, Acquisition Integration, Process Management, Business Valuation, IT Operations, Budget Process, Procurement, Risk Management, MS Project, Six Sigma, Access, Testing, Databases, Process Engineering, Microsoft Project, Solar PV, Technology Integration, Due Diligence
Education
Columbus State University 2011 — 2013
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA, Finance
BNY Mellon Wealth Management March 2000 - Present
Bank of New York 2000 - Present
BNY Mellon 2000 - Present
BNY Asset Management 2000 - 2010
Prudential Securities, Inc. February 1996 - March 2000
Skills
Fixed Income, Relationship Management, Asset Managment, Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Derivatives, Alternative Investments, Investment Management, Securities, Capital Markets, Asset Allocation, Hedge Funds, Bonds, Trading, FX Options, Series 7, Investment Strategies, Structured Products, Bloomberg, Wealth Management..., Mutual Funds, Strategic Financial..., Private Banking, Financial Markets, Investment Advisory, Financial Services, Options, Investment Banking, ETFs, Private Equity, Valuation, Emerging Markets, Financial Modeling, Equity Research, Structured Finance, Fund Of Funds, Financial Risk, FINRA, Equity Trading, Financial Advisory, Series 24, Trading Systems
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Rutgers University-New Brunswick 1990 — 1992
MS, Mathematical Statistics
West Chester University of Pennsylvania 1983 — 1988
BA, Economics
BNY Mellon September 2008 - Present
Securities Operations Forum June 2006 - Present
Morgan Stanley June 2008 - September 2008
Wachovia Securities March 2005 - December 2006
Prudential Securities 1989 - 2005
Pilgrim Group, Inc. 1986 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Securities, Asset Management, Equities, Financial Services, Series 7, Hedge Funds, Relationship Management, Portfolio Management, Bonds, Risk Management, Process Improvement, Investments, Banking
Education
Columbia University in the City of New York
B.A., Economics
BNY Mellon Markets Group June 2010 - Present
BNY Mellon January 2005 - May 2010
The Bank of New York July 2001 - January 2005
Skills
Management, Financial Services, Marketing, Marketing Communications, Internal Communications, Strategic Planning, Marketing Strategy, Strategy, Corporate Communications, Integrated Marketing, Leadership, Project Management, Financial Markets, Analytics, Vendor Management, Direct Marketing, Banking, Social Media, Digital Marketing, Market Research, Advertising, Competitive Analysis, Process Improvement, Writing, Social Media Marketing, Strategic Communications, Cross-functional Team..., Business Strategy
Education
Columbia University in the City of New York
M.F.A.
Rutgers University-New Brunswick
B.F.A.
Highmark Inc. March 2015 - August 2015
Innisfree December 2009 - June 2015
BNY Mellon August 2010 - March 2015
Ketchum July 2007 - October 2009
PPG Industries November 2000 - August 2006
Skills
Human Resources, Customer Service, Leadership, Microsoft Excel, HRIS, Project Management, Recruiting, Employee Relations, Microsoft Office, Outlook, New Hire Orientations, Microsoft Word, Event Planning, Event Management, Coordinating Events, PowerPoint, Onboarding, Social Networking, Visio
Education
Robert Morris University 2003 — 2006
BS, Organizational Studies
Community College of Allegheny County
AS, Information Processing: Interdisciplinary
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
The Bank of New York September 2000 - Present
The Bank of New York Mellon 2000 - Present
BNY Mellon 2000 - Present
Skills
Risk Management, Information Security..., Risk Assessment, Information Security, GLBA, Information Security..., Security Architecture..., PCI DSS, Business Continuity, Enterprise Risk..., IT Audit, CISSP, Security, Information Technology, COBIT, Governance, Privacy Law, Data Security, CISA, Financial Risk, Program Management, IT Risk Management, Disaster Recovery, ISO 27001, Application Security
Education
Columbia University in the City of New York
Drury University
Drury University
American Express January 2012 - Present
The City of Cincinnati 2011 - 2012
E-BITDA, LLC 2009 - 2011
Citi May 2004 - December 2008
Dreyfus 2003 - 2004
BNY Mellon 2002 - 2003
GE Capital 2001 - 2001
Citi 1997 - 2000
Macy's 1991 - 1997
Skills
Due Diligence, Capital Markets, Corporate Finance, Financial Modeling, Bloomberg, Analysis, Valuation, Financial Analysis
Education
Columbia Business School
MBA, Finance, General
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Wellesley College
Bachelor's Degree, Mathematics
Epicycle Group June 2014 - Present
Knowledge Delivery Systems, Inc. February 2014 - Present
NYC Department of Education August 2011 - May 2012
NYC Department of Education December 2010 - August 2011
The Posse Foundation August 2009 - August 2010
NYC Department of Education June 2008 - August 2008
BNY Mellon November 2004 - June 2006
La Alianza Hispana January 2000 - November 2004
Skills
Non-profits, Program Evaluation, Program Development, Community Outreach, Nonprofits, Leadership, Management, Strategic Partnerships, Staff Development, Strategic Planning, Project Management, Budgets, Volunteer Management, Program Management, Leadership Development, Grants, Grant Writing, Fundraising, Workshop Facilitation
Education
Columbia University - School of International and Public Affairs 2007 — 2009
MPA, Management
Columbia University - Columbia School of Social Work 2006 — 2009
MSW, Clinical Social Work
Trinity College-Hartford 1994 — 1998
BA, Women's Studies
BNY Mellon March 2008 - Present
Education
Community College of Allegheny County 2005 — 2008
Associate, Business Management
Point Park University
Bachelor of Science, Marketing
BNY Mellon August 2012 - Present
BNY Mellon August 2012 - Present
Citizens Bank September 2011 - July 2012
Staffmark November 2010 - February 2011
Randstad CPE February 2010 - September 2010
Urban Settlement, Inc March 2009 - June 2009
EDMC January 2009 - February 2009
Fiserv Lending Solutions February 2003 - September 2007
US Property & Appraisal Services Corp December 1996 - September 2002
General Accident Insurance April 1992 - November 1996
Skills
Customer Relations, Insurance, Typing, Customer Service, Outlook, Microsoft Office, Word, Scheduling, Administrative Support, Data Entry, Lotus Notes, Problem Solving, Telephone Skills, Mortgage Lending, Access
Education
Community College of Allegheny County 1984 — 1984
none, Word Processing
Pathfinder School Clerical Vocational 1981 — 1983
Clerical Office Skills, diploma
Upper St. Clair High School 1979 — 1983
Diploma, general courses
BNY Mellon December 2013 - Present
BNY Mellon September 2010 - December 2013
BNY Mellon September 2008 - October 2010
Federated Investors 2005 - 2007
Skills
Securities, Management, Banking, Mutual Funds, Trading, Portfolio Management, Asset Management, Process Improvement, Financial Services, Risk Management, Back Office, Wealth Management, Financial Analysis, Finance, Middle Office, Operational Risk, Funding, Business Analysis, Business Process..., Analysis
Education
Duquesne University 2011 — 2014
MBA, Health/Health Care Administration/Management
Duquesne University 1998 — 2005
BS, Finance
Community College of Allegheny County 1998 — 2003
Marketing Management
Philips Healthcare January 2010 - Present
BNY Mellon October 2008 - December 2009
Respironics June 2008 - October 2008
Equitable Resources March 2007 - December 2007
Skills
Testing, Active Directory, Process Improvement, Troubleshooting, Integration, Technical Support, IT Management, Windows, SharePoint, HTML, Visio, Software Documentation, Cross-functional Team..., Access, Management, Project Management, System Administration, Disaster Recovery, Security, Medical Devices, Business Analysis, Hardware, Data Center, Six Sigma, Networking, ERP, ITIL, Software Development, Operating Systems, Microsoft Exchange, SDLC, Servers, Information Technology, Windows 7, Help Desk Support
Education
University of Phoenix 2002 — 2012
IT, Networking
Community College of Allegheny County 1995 — 1998
BNY Mellon March 2013 - Present
BNY Mellon April 2006 - March 2013
Chase Home Lending August 2001 - March 2006
Skills
Transaction Management, Auditing, Team Building, Close Attention to..., Self-motivated Team..., Exceptional People..., Communication, Composition, Organization, Lifelong Learning, Building Relationships, Writing, Analysis, Account Management, Banking, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Fixed Income, Loans, MBS, Structured Finance, Securitization, Securities
Education
Ohio Dominican University 2012 — 2014
Master of Business Administration (M.B.A.), Concentration in Leadership, 3.8
Ohio Dominican University 2004 — 2007
Bachelor's Degree, Finance
Columbus State 2000 — 2004
Associate's Degree, Business Management
J.P. Morgan July 2015 - Present
BNY Mellon September 2011 - June 2015
HSBC September 2002 - September 2011
The Bank of New York July 1995 - September 2002
Skills
Capital Markets, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Middle Office, Investment Management, Swaps, Management, Series 7, Strategy, Business Development, Securities, Bonds, Portfolio Management, Mutual Funds, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
Columbia University in the City of New York 1986 — 1990
B.A., Economics
Infotech January 2010 - October 2012
Citi November 1999 - June 2009
JPMorgan Chase April 1999 - November 1999
BNY Mellon October 1996 - April 1999
Trecom Business Systems March 1996 - October 1996
Material Research Corp November 1990 - April 1996
Skills
SQL, Microsoft SQL Server, Java, HTML, JavaScript, Troubleshooting, Oracle, Requirements Analysis, J2EE Application..., Hibernate, Ant, Struts, DB2, Websphere, WebSphere MQ, Eclips, UML Tools
Education
Columbia University in the City of New York 1995 — 1997
Continuing Education, Information Technology and Database
Worcester Polytechnic Institute 1984 — 1986
Master of Science (MS), Electrical and Electronics Engineering
Worcester Polytechnic Institute 1981 — 1984
Master of Science (MS), Physics
Harvard University Extention School September 2005 - Present
Rose International June 2011 - January 2012
Harvard GSAS Admissions Office December 2010 - January 2011
BNY Mellon June 2008 - December 2008
ACE Employment Services Inc. December 2006 - May 2007
Spherion-Harvard November 2005 - September 2006
Skills
Research, Databases, Social Sciences, Higher Education, Historical Research, Training, Customer Service, Microsoft Office, Processors, Clerical Skills, Cash Management, Banking, College Applications, Alumni Affairs, Sociology, American History, SPSS, Community Outreach, Data Entry, Teaching, Grant Writing, Fundraising, Nonprofits, Program Development, Editing, PowerPoint, Public Speaking, Social Media
Education
Harvard University Extension School 2005 — 2016
ALM Degree in History candidate, History
Columbia University in the City of New York 2010 — 2011
Non-Degree Program, Sociology (Post-Baccalaureate Studies)
University of Nevada-Las Vegas 2003 — 2004
Special Education
University of California, Los Angeles 1992 — 1993
B. A. Degree, Art History
Port Angeles High School
High School/Secondary Diploma Programs
NYC January 2008 - Present
BNY Mellon January 2007 - January 2008
PNC January 2003 - January 2007
Independent Contractor January 1998 - January 2003
M.S. Farrell, Inc. January 1991 - January 1998
Skills
Real Estate, Derivatives, Bloomberg, Residential Homes, Credit, Management, Valuation, Financial Analysis, Financial Modeling, Financial Services, Bloomberg Terminal, Recruiting, Account Reconciliation, Condos, Asset Managment, Research, Trading, Microsoft Excel, Microsoft Office, Sales, Economics, Fixed Income, Equities, Options
Education
Columbia University in the City of New York 2009 — 2014
Bachelor of Science (B.S.), Economics
UPMC October 2012 - Present
BNY Mellon October 2010 - September 2012
IQ Inc April 2010 - August 2010
UPMC January 2001 - October 2009
BeeFree May 2000 - August 2001
Deloitte & Touche (D & T) January 2000 - May 2000
Skills
SharePoint Designer, Network Administration, LoadRunner, Cloud Computing, Cisco Switches, Sharepoint 2007, Sharepoint 2010, SQL Server 2005/2008, Visual Studio 2005/08, Software Testing Tools, Windows Server 2008..., Visual Studio Light..., Inspire Designer, Windows Server 2012, Visual Studio 2012
Education
Computer Tech 1999 — 2001
Associates, Network Management
Community College of Allegheny County 1994 — 1997
Information Technology, Computer Science
U.S. Bank N.A. December 2008 - Present
BNY Mellon September 2003 - February 2008
Merrill Lynch Pierce Fenner & Smith June 1996 - November 2002
Skills
Syndications, Leveraged Finance, Loans, Credit Analysis, Origination, Capital Markets, Trading, Loan Origination, Structured Finance, Portfolio Management, Financial Structuring, Investment Banking, Bonds, Credit, Equities, Fixed Income
Education
Columbia Business School 1985 — 1987
MBA, Real Estate Finance
Middlebury College
Bachelor of Arts (B.A.), Russian
UPMC March 2012 - Present
BNY Mellon March 2010 - November 2011
Huckestein Mechanical Services, Inc. March 2009 - March 2010
Skills
Windows Server, Active Directory, SharePoint, Computer Hardware, Troubleshooting, Networking, DHCP, Microsoft Exchange, IIS
Education
Robert Morris University 2010 — 2012
Master of Science, Master of Science Internet Information Systems, 3.70
Point Park University 2009 — 2010
Bachelor of Science, Information Technology and Management
Community College of Allegheny County 2006 — 2008
Associate in Science, - Information Technology Support
BNY Mellon February 2013 - Present
Nomura Securities September 2011 - February 2013
Credit Suisse November 2009 - August 2011
Morgan Stanley January 2009 - December 2009
NYSD Consulting Inc July 2005 - December 2008
IBM May 2001 - June 2005
Skills
Trading Systems, Unix, Sybase, SQL, Java, Electronic Trading, C++, Quantitative Research, Quantitative Risk, Automated Trading, Market Data, VBA, FX Options, Fixed Income, Options, Equities, Derivatives, Python, Trading
Education
Columbia University in the City of New York 2008 — 2011
Masters, Financial Engineering
Moscow State University of Transport (MIIT) 1989 — 1994
Masters, Computer Science
The Federal Reserve Bank of Boston June 2012 - April 2015
CIT September 2010 - May 2011
Bank of Tokyo-Mitsubishi UFJ September 2005 - August 2010
BNY Mellon November 2002 - December 2004
Tokai Bank November 1999 - September 2001
KeyBank November 1997 - March 1999
CIT April 1996 - October 1997
Bank of America March 1987 - March 1996
Bankers Trust Company February 1984 - February 1987
Skills
Banking, Enterprise Risk..., Organizational..., Change Management, CCAR, Capital Planning, Loss Forecasting, Model Risk Management, Credit Risk, Credit Policy, Credit Risk Rating, Credit Risk Reporting, Credit Portfolio..., Credit Risk Review, Credit Analysis, Financial Analysis, Commercial Lending, Structured Finance, Commercial Banking, Commercial Leasing, Asset Based Lending, Loan Documentation, Automotive Finance, Energy Finance, Counterparty Credit Risk, Regulatory Compliance, Counterparty Risk, Due Diligence, Credit, Finance, Financial Risk, Loans, Portfolio Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Hampshire College 1972 — 1976
BA, Philosophy
Anette DeMattio 2005 - Present
Lee Hecht Harrison 1993 - 2005
Bankers Trust Co 1988 - 1991
BNY Mellon 1982 - 1988
Skills
Executive Coaching, Public Speaking, Change Management, Organizational..., Organizational Change, Career Management, Wellness Coaching, Holistic Life Coaching, Executive Development, Coaching, Management Consulting, Stress Management, Reiki, Leadership, Lifestyle Coaching, Marketing Strategy, Training, Leadership Development, Staff Development, Wellness, Team Building, Wellbeing, Stress, Meditation, Emotional Intelligence, Holistic Health, Real Estate, Commercial Real Estate, Energy Healing, NLP, Career Development, Workshop Facilitation
Education
Columbia University in the City of New York 1991 — 1993
MA Psychology, Organizational Development
Institute for Integrative Nutrition 2006 — 2008
Certified Holistic Health Coach, Foods, Nutrition, and Wellness Studies
Institute for Life Coach Training 2003 — 2006
Life and Wellness Coach
JPMorgan Chase & Co. June 2015 - Present
BNY Mellon February 2014 - June 2015
BNY Mellon June 2013 - December 2013
University of Waterloo May 2012 - December 2012
China Construction Bank May 2011 - August 2011
Skills
Portfolio Management, Quantitative Risk..., Matlab, Java, R, C++, SAS, Econometrics, Bloomberg, BlackRock Aladdin, Valuation, Analysis, Maple, Visual Basic, SOA Testing, Financial Modeling, VBA, Derivatives, Finance, Data Analysis
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Operations Research, 4.0/4.0
University of Waterloo 2011 — 2012
Master of Mathematics, Computational Mathematics, 3.9/4.0
National University of Singapore 2007 — 2011
Bachelor of Science (Hons), Quantitative Finance, 4.21/5.0
University of California, Los Angeles 2009 — 2009
Student Exchange Program, Quantitative Finance
BNY Mellon February 2014 - Present
Citi September 2013 - February 2014
Columbia University in the City of New York August 2013 - January 2014
Depository Trust and Clearing Corporation June 2013 - August 2013
Federation of Protestant Welfare Agencies September 2012 - May 2013
Tesco USA May 2012 - August 2012
Delete Blood Cancer May 2010 - May 2012
Target June 2011 - August 2011
Skills
Corporate Social..., Social Enterprise, Human Resources, Non-profits, Community Outreach, Event Planning, Research, Project Management, Public Speaking, Program Evaluation, Leadership, Management, Strategy, Grants, Analysis
Education
Columbia University in the City of New York 2012 — 2014
Master of Social Work (MSW), Social Enterprise Administration
University of Southern California
Bachelor of Arts (B.A.), Psychology
KPMG September 2014 - Present
Goldman Sachs January 2013 - August 2014
Deutsche Bank August 2007 - March 2009
BNY Mellon January 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Quantitative Finance, Credit Derivatives, SAS
Education
Columbia University in the City of New York 2005 — 2007
Master of Arts (M.A.), Statistics
MIB Solutions, Inc. May 2014 - Present
MIB Solutions, Inc. January 2014 - May 2014
Och-Ziff Capital Management April 2011 - August 2013
Brookfield Asset Management February 2009 - April 2011
Citi October 2007 - February 2009
BNY Mellon May 2005 - October 2007
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Hedge Funds, Actuarial Science, Microsoft SQL Server, SAS programming, Statistical Data..., Statistical Programming, Microsoft Excel, VBA, MS Excel Pivot Tables, SQL, SAS, Trading Systems, Alternative Investments, Financial Services, Market Data, Asset Management, FX Options, Securities, VB.NET, R
Education
Columbia University in the City of New York 2013 — 2015
Master’s Degree, Actuarial Science, GPA: 3.75
Rutgers, The State University of New Jersey-Newark 2001 — 2005
BA, Computer Science
BNY Mellon January 1999 - Present
BNY Mellon 1999 - Present
Education
Community College of Allegheny County
Associates, Accounting
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch October 2012 - January 2014
BNY Mellon March 2012 - October 2012
Neema Clothing Ltd. June 2010 - August 2010
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics
Cambridge Associates September 2011 - Present
BNY Mellon February 2010 - August 2010
Gannett Welsh & Kotler, LLC June 2008 - July 2009
Skills
CFA Level 1, Series 3, Outlook, Microsoft Word, Microsoft Excel, Bilingual-English/Spanis...
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, International Business
Comillas Pontifical University 2009 — 2010
BNY Mellon August 2012 - Present
BNY Mellon August 1999 - July 2012
Skills
Business Analysis, Risk Management, Financial Services, SDLC, Requirements Gathering, Requirements Analysis, Project Management, Visio
Education
Community College of Allegheny County 1994 — 1997
None, Accounting
Penn State University 1987 — 1991
Bachelor of Science (BS), Computer Engineering
Inter-American Development Bank November 2012 - Present
Bank of America March 2007 - November 2012
Fitch Ratings September 2001 - March 2007
BNY Mellon July 2000 - September 2001
Skills
Credit Risk, Credit Analysis, Project Finance, Derivatives, Risk Management, Corporate Finance, Commodity Risk..., Natural Resources, ISDA negotiations, Structured Commodity..., Power Generation, Structured Trade, Energy, Power, Oil&Gas, Upstream, Asset Based Finance, Metals, Downstream Oil & Gas, Midstream, Secured Lending, Treasury Management, Treasury, Sovereign Debt, Banking
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of Arts (M.A.), International Finance and Business
University of Wisconsin-Madison 1990 — 1994
Bachelor of Arts (B.A.), Poltical Science
Peoples Oakland 2004 - Present
BNY Mellon June 2004 - August 2004
Community College of Allegheny County June 2002 - August 2004
Skills
Fluent in C++, Java,..., Web development using..., Some computer networking
Education
Robert Morris University 2007 — 2013
Computer/Software Engineering
Community College of Allegheny County 2000 — 2006
Associate of Science (A.S.), Information System / Application Development
BNY Mellon April 2006 - Present
Skills
Visual Basic, SQL, Business Analysis, Requirements Analysis, Microsoft SQL Server, Visio, Requirements Gathering, Databases, Analysis
Education
Community College of Allegheny County 1997 — 1999
Certified information Technology, Computer and Information Sciences, General
BNY Mellon June 2015 - Present
Columbia/Barnard Hillel January 2014 - Present
vente-privee USA June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Finance, Teamwork, Research, Customer Service
Education
Columbia University in the City of New York 2013 — 2017
Bachelor’s Degree, English Language and Literature, General; Mathematics
BNY Mellon Bank TellerPNCJune 2013 - December 2014
Giant Eagle, Inc. March 2012 - August 2013
Education
Community College of Allegheny County 2015 — 2017
Bachelor of Science (B.S.)
Schenley high school 2007 — 2011
High school diploma