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
BNY Mellon June 2014 - Present
JPMorgan Private Bank April 2005 - June 2014
Mayer Brown February 2001 - September 2004
Arthur Andersen April 1996 - May 2000
Skills
Private Banking, Tax Advisory, Estate Planning, High Net Worth..., Wealth Management..., Tax, Wealth, Wealth Management
Education
DePaul University College of Law 1993 — 1996
Doctor of Law (JD), Taxation
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
U.S. Bank September 2014 - Present
BNY Mellon 2012 - September 2014
BNY Mellon August 2009 - May 2012
Orchard First Source February 2007 - April 2008
MidAmerica Bank April 2005 - January 2007
MidAmerica Bank April 2003 - April 2005
Merrill Lynch Investment Managers September 2004 - November 2004
Skills
Investments, Commercial Lending, Financial Modeling, Finance, Loans, Securities, CDO, Fixed Income, Microsoft Excel, Portfolio Management, Financial Analysis, Accounting, Credit Analysis, Credit, Mutual Funds, Derivatives, ABS, Cash Flow, MBS, Bloomberg, Structured Finance, CDS, Asset Management, Asset Based Lending, Commercial Banking, Treasury Management, Securitization, Bloomberg Terminal, Swaps, Structured Products, Bonds, Valuation, Investment Banking, Equities, Cash Management
Education
DePaul University 2000 — 2004
Bachelors, Finance
Lane Tech HS 1996 — 2000
Diploma, Math/Science
BNY Mellon August 2015 - Present
BNY Mellon February 2014 - Present
DeSales University- Trexler Library August 2012 - May 2013
Demoulas Supermarkets May 2011 - June 2012
DeSales University- Campus Ministry January 2010 - May 2012
Prometric June 2011 - June 2011
CoCo Key Water Resort June 2007 - April 2009
Skills
Leadership, Financial Analysis, Financial Modeling, Microsoft Excel, Critical Thinking, Determination, Close Attention to..., Committed to..., Keen Listener, Microsoft Office, Financial Markets
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2015
Master's degree, Finance, General, 3.7 GPA
DeSales University 2009 — 2013
Bachelor of Arts (B.A.), Political Science: National Security, Senior
DBRS August 2011 - Present
Fitch Ratings March 2005 - August 2011
BNY Mellon November 2000 - March 2005
Bank of America March 1989 - November 2000
Northrop Grumman Corporation June 1985 - March 1989
First Interstate Bank July 1983 - June 1985
Education
Dickinson College
BNY Mellon June 2000 - Present
Harvard Maintenance May 1999 - June 2000
Choice Courier Systems, Inc January 1995 - May 1999
Aten-Ra International January 1994 - January 1995
F.W. Woolworth Corporation January 1992 - January 1994
Plymouth/Lamstons Stores January 1990 - January 1992
Circus World Toys January 1989 - January 1990
The Gap January 1988 - January 1989
Kay Bee Toy Store January 1987 - January 1988
Skills
Visio, Risk Management, Disaster Recovery, Access, Business Continuity, Troubleshooting, System Administration, Security, Microsoft Word, Software Documentation, Business Analysis, Microsoft Office, Visual Basic, VBA, Operational Risk..., PowerPoint, Administration, Windows, SQL, Outlook, Lotus Notes, Vendor Management, Information Security, Customer Satisfaction, Microsoft SQL Server, Microsoft Excel, General Administration, Problem Solving, Report Generation, Technical Support, Excel, Word, Visual Studio, Visual C++, Programming, Web Development, User Management, Documentation, International Shipping, Vendor Relationships, Oral & Written..., Technical Liaison, Outsourced Solutions, Business Workflows, Dependable Team Player, Operational Efficiency, Versatility, Idea Generation, Communication Skills, Team Management
Education
DeVry University 2008 — 2011
Bachelor of Science, Summa Cum Laude, Computer Information Systems, Information Security
JPMorgan Chase & Co. July 2014 - Present
Accounting Principles August 2013 - November 2013
Accounting Principles May 2013 - June 2013
BNY Mellon May 2012 - August 2012
Buckingham Research Group June 2009 - July 2009
Klesse Architect internship June 2005 - July 2005
Skills
Idea Generation, Microsoft Excel, Bloomberg, Equity Research, Research, Fishing, Fundamental Research, Regression Analysis, Microsoft Word, Java, C, Python, VBA, SQL, Financial Analysis, FactSet, Microsoft Office
Education
Drew University 2010 — 2012
Economics Major
Kenyon College 2008 — 2010
bachelor's degree, Economics, Computational Science
Millburn High School
BNY Mellon September 1992 - Present
H&R Block October 2010 - August 2013
H&R Block September 1999 - April 2007
Willis Chevrolet Inc. April 1990 - September 1992
USAF December 1983 - March 1990
Skills
Accounting, Accounts Receivable, Tax Preparation, Auditing, QuickBooks, Financial Statements, Account Reconciliation, Bookkeeping, Payroll, Tax Research, General Ledger, Tax Returns, Accounts Payable, Financial Reporting, Tax, Internal Controls, Tax Accounting, Income Tax, Budgets, Small Business, Management, Sarbanes-Oxley Act, GAAP, Corporate Tax, Financial Analysis, Leadership, Financial Accounting, Microsoft Excel, Internal Audit, Sales Tax, CPA, Strategic Financial..., SEC filings, Finance, Preparation, Cash Management, Bank Reconciliation, Partnership Taxation, Fund Accounting, Access, Due Diligence, Forecasting, IRS, Time Management, Financial Modeling, Investments, Tax Law, Mergers & Acquisitions, Analysis, Cost Accounting
Education
Wilmington University 2011 — 2015
Doctor of Business Administration (Doctoral Candidate), Business Administration and Management, General
Widener University 2011 — 2011
Certificate of Taxation, Certificate of Taxation Program
Wilmington College 1992 — 1995
MBA, Accounting
Wilmington University 1990 — 1992
BS, Accounting
Delaware Technical and Community College-Terry 1988 — 1990
AAS, Accounting
BNY Mellon September 2013 - Present
NXTsports September 2012 - March 2014
atomni December 2011 - May 2013
FireOne June 2009 - November 2011
CIGNA April 2008 - December 2008
Skills
SEO, Social Media Marketing, Web Marketing, Online Advertising, E-commerce, Wordpress, SEM, Google Adwords, PPC, Web Analytics, Email Marketing, Google Webmaster Tools, Coaching, Marketing, Social Networking, Entrepreneurship, Social Media
Education
Drexel University 2004 — 2009
Bachelor of Science (B.S.), Accounting
PCBB Capital Markets, LLC April 2013 - Present
Talaris Inc July 2012 - Present
PayNet, Inc. July 2010 - April 2012
Vertical Capital Solutions June 2008 - July 2010
Wachovia Bank 2004 - 2007
Bank of America 2001 - 2004
Standard & Poor's 1997 - 2001
BNY Mellon 1996 - 1997
Skills
Credit Risk, Retail Banking, Structured Finance, Risk Management, Derivatives, Capital Markets, Banking, New Business Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
University at Albany, SUNY 1985 — 1988
BioMarin Pharmaceutical Inc. February 2014 - Present
BioMarin Pharmaceutical Inc. August 2013 - February 2014
Kids Cooking for Life April 2012 - February 2014
Juice Beauty, Inc. May 2012 - September 2012
San Rafael Chamber of Commerce September 2011 - December 2011
BNY Mellon November 2010 - June 2011
New England Forestry Foundation May 2010 - August 2010
Washington Parks January 2009 - May 2009
Education
Dominican University of California 2011 — 2013
MBA, Sustainable Enterprise, 3.9
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Science, Natural Resource and Environmental Economics, 3.7
Harwich High School
San Pasqual Fiduciary Trust Company October 2014 - Present
SBrown & Associates October 2011 - Present
City National Bank August 2010 - September 2011
BNY Mellon March 1989 - July 2010
Wells Fargo Financial April 1986 - April 1989
Bank of America June 1973 - April 1986
Skills
Estate Planning, Trusts, Estate Administration, Living Trusts, Charitable Trusts, Charitable Giving..., Wealth Preservation, Wealth Management, High Net Worth..., Probate, Fiduciary, Portfolio Management, Wealth Management..., Investment Management, Probation, Asset Allocation, Strategy, Trust Services, Asset Managment, Strategic Financial..., Investments, Investment Advisory, Alternative Investments, Mutual Funds, Equities, Securities, Investment Strategies, Wealth, Fixed Income, Financial Services, Retirement, Private Banking, Asset Management, Financial Advisory, Financial Planners, Hedge Funds, Private Equity, Retirement Planning, Family Office, Capital Markets, Banking, Relationship Management, Trust Management, 401k, Small Business, Estate Law, Bloomberg, Valuation, Personal Finance, Investment Banking
Education
Dominican University of California 1975 — 1978
Business
BNY Mellon February 2005 - Present
Rehrig Pacific Company May 1999 - February 2005
Skills
Accounts Receivable, Financial Accounting, Fund Accounting, Accounts Payable
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master Degree, Accounting
DeVry University-California 2003 — 2005
Bachelor of Science, Accounting
BNY Mellon November 2013 - Present
BNY Mellon February 2012 - November 2013
Williams-Sonoma, Inc. July 2011 - February 2013
New England Aquarium March 2010 - December 2010
Jericho National Golf Club June 2006 - May 2008
Marriott International April 2005 - February 2006
Skills
Customer Service, Project Management, Event Planning, Non-profits, Event Management, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Data Analysis, Nonprofits, Public Speaking, Social Media, Management, Research
Education
Simmons College - Simmons School of Management 2009 — 2011
MBA
Drexel University 2002 — 2006
BS, Hospitality Management, Business
BNY Mellon February 2014 - June 2014
MasterCard Worldwide 1995 - 2006
American Express 1990 - 1995
Oracle 1988 - 1990
Skills
Library Science, Payment Card Processing, Digital Libraries, Web 2.0, Content Management, Digital Preservation, Research, Electronic Resources, Digital Learning, Information Literacy, Bibliographic..., Citations, RefWorks, dSPACE, Greenstone (open source), ResourceSpace (open..., Drupal, Advanced Power..., Blogger, Project Management, Dreamweaver, XML, Ebooks, Integrated Library..., Microsoft Office, Mac OS, Cataloging, Metadata Management, MARC21, Dublin Core, Marketing, Public Speaking
Education
Drexel University
Master of Library & Information Science (MLIS) - Spring 2013, GPA: 3.91
Duke University
Master of Business Administration (MBA)
Wellesley College
BA, Art History
BNY Mellon May 2013 - Present
Northern Trust November 2010 - April 2013
Wilmington Trust June 2007 - November 2010
Tiedemann Wealth Management February 2004 - June 2007
J.P. Morgan June 1997 - August 2000
Skills
Wealth Management, Wealth Management..., High Net Worth..., Trust Services, Asset Allocation, Estate Planning, Investment Advisory, Investment Strategies, Strategic Financial..., Investments, Trusts, Asset Protection, Private Equity, Wealth, Family Office, Private Banking, Investment Management, Financial Planning, Asset Management
Education
Widener University School of Law 2000 — 2003
Juris Doctorate
Dickinson College 1993 — 1997
Bachelor of Arts (B.A.), International Studies and Italian Studies
Archmere Academy 1989 — 1993
High School, College/University Preparatory
BNY Mellon January 2015 - Present
Family Tax Consultants January 2009 - Present
BNY Mellon October 2013 - January 2015
Icon Science Fiction, Inc. March 2003 - December 2013
Fablestreams Games August 2012 - February 2013
Family Tax Consultants 2009 - 2013
Astoria Federal Savings Bank November 2010 - October 2012
H&R Block January 2008 - January 2010
Augie’s Commercial Bakery April 2007 - December 2007
LS Tax Consultants January 2007 - April 2007
Skills
Computer/Technical..., Problem Solving, Management, QuickBooks, Lacerte, Microsoft Excel, Outlook, Microsoft Word, Pro Series, Helping Clients Succeed, Tax, Tax Preparation, Financial Accounting
Education
Dowling College 2012 — 2014
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Dowling College 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
BNY Mellon September 2005 - Present
BNY Mellon September 2005 - Present
Skills
Microsoft Excel, Customer Service, Management, Social Media, Outlook, Time Management, Team Leadership, PowerPoint
Education
DeVry University 2011 — 2015
Bachelor of Business Administration (BBA), Small Business Administration/Management
DeVry University 2011 — 2015
Bachelor's degree, Business Administration and Management, General
PNC April 2015 - Present
BNY Mellon March 2009 - April 2015
Skills
Customer Service, Microsoft Excel, Banking, Financial Analysis, Credit, Risk Management, Finance, Business Analysis, Forecasting, Management, Sales, Budgets, Insurance, Microsoft Office, PowerPoint, Analysis
Education
Point Park University 2015 — 2016
Bachelor's degree, Marketing
DeVry University-Pennsylvania 2012 — 2015
General Sales, Merchandising and Related Marketing Operations, Sophmore
Medical and Health Sciences Foundation, University of Pittsburgh and UPMC (MHSF) July 2015 - Present
Medical and Health Sciences Foundation August 2014 - Present
Medical and Health Sciences Foundation, University of Pittsburgh & UPMC April 2012 - August 2014
Winchester Thurston School 2010 - 2012
The Pittsburgh Zoo & PPG Aquarium 2009 - 2010
BNY Mellon 2007 - 2009
Cornell University, The Johnson School 2005 - 2007
Skills
Fundraising, Alumni Relations, Stewardship, Higher Education, Nonprofits, Grant Writing, Community Outreach, Public Speaking, Volunteer Management, Philanthropy, Planned Giving, Grants, Program Development, Community Development, Annual Giving, Event Planning, Public Relations, Editing
Education
Pennsylvania State University, The Dickinson School of Law 2002 — 2005
J.D.
Smith College 1994 — 1998
B.A.
Sewickley Academy
Winchester Thurston
YMCA November 2010 - Present
KFC October 2008 - Present
BNY Mellon February 2013 - August 2013
Sentry Management Inc. June 2012 - February 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Customer Service, Bookkeeping, Data Entry, Teamwork, Access, Account Reconciliation, Public Speaking, Leadership, Research, Financial Accounting, Windows, Team Building, Management, Accounts Receivable, Photoshop, Accounts Payable, Training, Time Management, Data Analysis, Windows 7, Critical Thinking, Team Leadership, Spreadsheets, Financial Reporting, Social Media, Payroll
Education
DeVry University Orlando, FL 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
DeVry University 2009 — 2012
Bachelor’s of Science, Business Administration; Accounting
Self -Employed January 2014 - Present
BNY Mellon July 2011 - Present
Skills
Management, Risk Management, Microsoft Excel, Customer Service, Research
Education
DeVry University
ET and Programming
Citrix April 2014 - Present
Citrix February 2013 - Present
iPractice Group January 2012 - January 2013
iPractice Group January 2012 - January 2013
BNY Mellon 2010 - 2012
Daktronics 2007 - 2008
Skills
Troubleshooting, CRM, Business Analysis, Visio, Software Documentation, Windows, Software Implementation, Software Project..., Project Management, EHR, Healthcare Information..., SQL, Process Improvement, SharePoint, Microsoft SQL Server, Team Leadership, IT Management, Access, Vendor Management, MS Project, Training, Networking, XP, System Deployment, Active Directory, Technical Support, Help Desk Support, Customer Satisfaction, Software Installation, Microsoft Excel, Data Analysis, Analysis, Microsoft Exchange, Integration, Databases, Leadership
Education
Middle Tennessee State University 2009 — 2010
Master of Science, Information Systems
DeVry University 2006 — 2008
Bachelor of Science, Computer Information Systems
Eastern
Allstate October 2006 - Present
Cooperative Computer Services March 2001 - Present
Allstate May 2002 - October 2006
Allstate November 2000 - May 2002
American Express March 1999 - October 2000
BNY Mellon March 1995 - December 1998
Skills
Storage, ITIL, Enterprise Architecture, Data Center, Unix, VMware, Windows Server, Vendor Management, Solaris, Storage Area Networks, Virtualization, Brocade Fibre Switches, NAS, EMC Storage, Hitachi Storage, 3PAR
Education
DeVry University 1998 — 2001
Bachelor's degree, Computer Information System
Wilbur Wright Community College 1996 — 1997
Liberal Arts, Nursing
Von Steuben Metropolitan High School 1994 — 1996
Near North Vocational High School 1992 — 1994
BNY Mellon December 2013 - Present
Tennis Tutor Co. May 2006 - Present
Whitebox Advisors LLC August 2013 - November 2013
Morgan Stanley December 2012 - May 2013
Morgan Stanley January 2012 - July 2012
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Group One Trading, LP September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group June 2008 - September 2009
Skills
Trading, Mutual Funds, Options, FX Options, Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Asset Management, Equity Research, Equity Derivatives, Alternative Investments, FINRA, Commodity, Hedge Funds, Finance, Financial Modeling, Entrepreneurship, Financial Markets
Education
Drexel University 2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics, Entrepreneurship, Magna
Drexel University - LeBow College of Business 2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics & Entrepreneurship
Duke Energy Corporation February 2015 - Present
BNY Mellon May 2014 - January 2015
BNY Mellon August 2011 - June 2014
BNY Mellon March 2007 - July 2011
BNY Mellon December 2004 - March 2007
Florida Hospital Fish Memorial August 2003 - March 2004
American Home Mortgage January 2000 - April 2003
Skills
Account Reconciliation, Bank Reconciliation, Bloomberg, Financial Statements, Accruals, Accounting, Sarbanes-Oxley Act, Accounts Payable, Spanish-English, Analysis, Financial Analysis, Microsoft Excel, Financial Accounting, General Ledger, Auditing, Finance, Microsoft Office, Budgets, Equities, Financial Reporting, Smartstream TLM, Credit Card Transaction..., G/L Reconciliations, G/L Analysis, Superior Client Service, Friendly Personality, Cash Flow Forecasting, Cost Projections, Accounts Receivable
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Accounting & Financial Management, Certified Public Accountant
Dowling College 1994 — 1996
Bachelor of Business Administration (BBA), Accounting
Suffolk County Community College 1991 — 1993
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
BNY Mellon February 2013 - Present
Internal Revenue Service January 2012 - April 2012
KPMG China July 2010 - August 2010
Skills
CPA, Accounting, Financial Accounting, Account Reconciliation, Cost Accounting, Financial Analysis, Consulting, Tax Preparation, Corporate Tax, Microsoft Excel, Microsoft Office
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Dongbei University of Finance and Economics 2007 — 2011
Bachelor's degree, Accounting
Mary Kay Inc. March 2014 - Present
Bank of America September 2013 - March 2014
JPMorgan Chase June 2013 - September 2013
Ally Financial Inc. March 2013 - June 2013
Fannie Mae October 2011 - March 2013
JPMorgan Chase January 2010 - October 2011
Cognizant Technology Solutions, North America December 2006 - October 2011
BNY Mellon October 2006 - December 2009
Cognizant Technology Solutions, India March 2005 - December 2006
JPMorgan Chase May 2005 - September 2006
Skills
ASP.NET, Crystal Reports, .NET, SQL Server, C#, Oracle, OpenSpan, VB6, VBA, SSIS, VB.NET, ADO.NET, Sybase, Access, Microsoft Office, Windows, Web Services, Visio, Android, Microsoft SQL Server, XML, SOA, SSRS, Databases, Software Development, Agile Methodologies, Requirements Gathering, WCF, Visual Studio, Integration, Web Applications, Java, LINQ, Testing, jQuery, Visual Basic, SDLC, SQL, Requirements Analysis, JavaScript, TFS
Education
Doctor Babasaheb Ambedkar Marathwada University 2001 — 2004
Bachelor of Engineering (B.E.), Electronics Engineering
Maharashtra State Board of Technical Education 1998 — 2001
Diploma, Electronics & Telecommunication
Rovi March 2011 - Present
MapQuest February 2005 - March 2011
MapQuest April 2004 - January 2005
BNY Mellon 2001 - 2004
eCal 1999 - 2001
ADP 1996 - 1999
Government Systems Inc 1993 - 1996
PRC Inc 1991 - 1993
Skills
Business Analysis, Project Management, Technical Writing, Cloud Computing, Wireless, SaaS, Salesforce.com, Mobile Devices, Start-ups, E-commerce, New Business Development, Integration, CRM, Account Management, Cross-functional Team..., Business Development, Web Development, Lead Generation, Sales Operations, B2B, Marketing Strategy, Business Intelligence
Education
Drexel University
Master of Science, Technical and Science Communication
La Salle University 1987 — 1991
BA, Communication
BNY Mellon January 2001 - August 2014
Skills
Equities, Fixed Income, Mutual Funds, Banking, Investments, Portfolio Management, Derivatives, Asset Management, Securities, Financial Services, Hedge Funds, Risk Management, Capital Markets, Wealth Management, Investment Banking
Education
DeVry University-Illinois 2005 — 2009
Business Administration and Management, General
Howard Career Center
Diploma / Certificate, Data Processing
Barclays July 2015 - Present
BNY Mellon December 2014 - May 2015
Syracuse University, Slutzker Center for International Services August 2014 - December 2014
Hongyuan Securities June 2014 - August 2014
ICBC-AXA Life Insurance Company November 2012 - July 2013
Citi August 2012 - August 2012
Walt Disney World September 2011 - February 2012
Skills
R, Financial Modeling, Data Analysis, Project Management, Economics, Piano, Eviews, Microsoft Excel, Qualitative Research, Derivatives, Bloomberg, Business Analysis, Linear Regression, Public Speaking, Customer Service, Microsoft Word, Teamwork, Financial Analysis, Corporate Finance, PowerPoint, Research, Microsoft PowerPoint
Education
Syracuse University 2013 — 2015
Master of Science (MS), Investing Finance and Financial Management Services, Martin J. Whitman School of Management
Donghua University 2009 — 2013
Bachelor of Science (BS), Finance, General
Financial Services September 2013 - Present
BNY Mellon October 2007 - September 2013
Delaware Investments August 1998 - September 2007
Skills
Process Improvement, Risk Management, Management, Change Management, Middle Office, Business Analysis, SDLC, Analysis, Cross-functional Team..., Vendor Management, Project Delivery, Financial Risk, Program Management, Project Management, Project Portfolio..., Financial Reporting, Data Analysis, Data Management, Team Leadership, process, SWIFT messaging, Business and technology..., Manage Client..., Software Testing Life..., Software Implementation..., Software Documentation, Project Coordination, Diversity Champion, Project Planning, Leadership, Photography, Software Project...
Education
LaSalle
Drexel University 1988 — 1991
College of Computing & Informatics (MSIS), Information Technology
St. Charles Borromeo 1994 — 1997
Master of Arts (MA), Scripture
BNY Mellon September 2013 - Present
DeVry University March 2012 - June 2012
RedChip Companies, Inc November 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Visio, Microsoft Project, Microsoft Access, Microsoft Word, PowerPoint, Photoshop, InDesign, Visio
Education
DeVry University 2011 — 2012
Bachelor of Science in Management, Finance
Valencia Community College 2007 — 2009
Associate, Arts
Wilmington Trust June 2013 - Present
BNY Mellon September 2011 - December 2012
PNC Global Investment Services February 2007 - June 2011
PFPC Inc. February 2005 - June 2007
Eastern Caribbean Central Bank - Basseterre, St. Kitts W.I. January 1997 - December 2000
Coco-Cola Bottling Company December 1993 - January 1996
Skills
Financial Reporting, Hedge Funds, Account Reconciliation, Financial Analysis, Auditing, General Ledger, Sarbanes-Oxley Act, Mutual Funds, Investments, Tax, Financial Accounting, Budgets, Fund Accounting
Education
Wilmington College 2013 — 2014
Master of Business Administration (MBA), Accounting, 3.9
Villanova University 2011 — 2011
Six Sigma Green Belt Training Certificate, Project Management
Wilmington College 2011 — 2011
Non-Degree, Advanced Financial Accounting, 4.0
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2010
Non-Degree, Accounting, 4.0
Widener University 2005 — 2005
Non-Degree, Tax Accounting, 3.5
City University of New York 2001 — 2004
Bachelor of Science, Management, 3.9
CIGNA January 2012 - Present
BNY Mellon August 2004 - January 2012
PNC Investments (formerly PFPC Inc.) March 2007 - July 2010
PFPC August 2004 - March 2007
First Data Corporation November 2003 - August 2004
Contemporary Staffing Solutions May 2003 - November 2003
Skills
PeopleSoft, Management, Employee Engagement, Lotus Notes, Administration, Event Management, Event Planning, Teamwork, Time Management, Training
Education
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Human Resource Management
Orleans Technical Institute 2003 — 2005
Court Reporting/Closed Captioning
BNY Mellon July 2012 - Present
Northern Trust November 2004 - June 2012
Mercantile Safe-Deposit and Trust November 2002 - October 2004
Harris Bank July 1996 - October 2002
Skills
Financial Analysis, Interpersonal Skills, Trusted Advisor, Client Relationship..., Portfolio Management, High Net Worth..., Security Analysis, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies, Investments, Investment Management, Equities, Fixed Income
Education
The University of Chicago - Booth School of Business 2005 — 2009
MBA, Finance and Economics
DePaul University 1992 — 1996
BS, Finance
Benet Academy
BNY Mellon April 2014 - Present
PwC January 2014 - April 2014
Deloitte & Touche November 2006 - January 2014
PEPID May 2004 - September 2006
Skills
User Experience, HTML, CSS, JavaScript, User Interface Design, jQuery, Web Development, Graphic Design, Usability, Web Design, SharePoint, Brand Management, Social Media Development, SEO, Email Marketing, Photography, Facebook API, Social Media, Usability Testing, Digital Strategy, Project Management, Information Architecture, XML, Content Management, User Interface, Blogging, Web 2.0, Web Analytics, ActionScript, Mobile Applications, Website Development, User-centered Design, Google Analytics, Adobe Social, FBML, Typepad, ASP, Print Production, CMS
Education
DePaul University 2001 — 2005
BSC, Ecommerce Technology & Telecommunications
Adamjee Science College 1996 — 1998
FSC, Pre-Engineering
ECPI University August 2013 - Present
BNY Mellon July 2011 - September 2012
Bank of America May 2010 - July 2011
US Small Business Administration September 2009 - December 2009
Ebit January 2008 - May 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Customer Service, Finance, Banking, Microsoft Word, Financial Reporting, Leadership, Public Speaking, Sales, PowerPoint, Auditing, Team Leadership, Credit, Budgets
Education
Goldey-Beacom College 2010 — 2012
MBA, Financial Management
Delaware State University 2006 — 2010
Bachelor of Science, Accounting
Jacksonville Bancorp September 2014 - Present
JAmy Advisor, LLC August 2013 - August 2014
First Federal Financial Holdings 2009 - 2013
Crowe Horwath LLPGrand Rapid 2007 - 2009
Fifth Third Bank 2004 - 2008
US Bank 1999 - 2004
Narional City Bank and predac 1991 - 1998
BNY Mellon 1974 - 1991
Skills
Loans, Credit, Credit Risk, Cash Flow Lending, Commercial Lending, Asset Allocation, Underwriting, Banking, Business Strategy, Commercial Banking, Credit Analysis, Managerial Finance, Financial Institutions, Financial Modeling, Asset Based Lending, Financial Risk, Mortgage Lending, Commercial Mortgages, Treasury Management, Portfolio Management, Financial Analysis, Corporate Finance, Small Business Lending, Lines Of Credit, Consumer Lending, Loan Origination, Mergers & Acquisitions, Due Diligence, Risk Management, Finance, Asset Management, Retail Banking, Investments, Valuation, Middle Market, Capital Markets, Financial Structuring, Wealth Management, Cash Management, Strategic Financial...
Education
University of Michigan 1972 — 1974
MBA, Finance
DePauw University 1968 — 1972
BS, Economics
BNY Mellon August 2013 - Present
Quest Diagnostics August 2009 - August 2013
United Healthcare December 2008 - August 2009
Unison Health Plan (UnitedHealth Group company) August 2007 - August 2009
Highmark February 2007 - August 2007
Skills
Talent Acquisition, Applicant Tracking..., Talent Management, Employee Relations, Performance Management, Diversity Recruitment, Deferred Compensation, Recruiting, Workforce Planning, Internet Recruiting, Leadership, Personnel Management, Employment Law, HR Policies, Technical Recruiting, Employee Benefits, Interviews, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, HRIS, Benefits Negotiation, Training, Benefits Administration, Hiring, Performance Appraisal, Sourcing, Employer Branding, Temporary Placement, Organizational..., HR Consulting, College Recruiting, Screening Resumes, Taleo, FMLA, Screening, Coaching, Human Resources, PeopleSoft, Career Development, Labor Relations, Job Fairs, Employee Training, Job Descriptions, Executive Search, Resume Writing, Compensation & Benefit, Organizational Design, Staffing Services
Education
Delhi University
B.A.
IHMCN, Pusa
Associate
PNC December 2014 - Present
BNY Mellon August 2010 - November 2014
HP Enterprise Services April 2006 - September 2010
HP Enterprise Services April 2006 - September 2010
HTCIA 2009 - 2010
Allegheny County Sheriff's Office January 1993 - April 2006
Skills
Private Investigations, Firearms, Police, Law Enforcement..., Criminal Investigations, Litigation Support, Fraud, Forensic Analysis, Enforcement, Computer Security, Evidence, Security, Investigation, Cybercrime, Digital Forensics, EnCase, FTK, Corporate Security, Computer Hardware, Electronic Evidence, Data Recovery, Security Audits, Information Security, Surveillance, Vulnerability Assessment, Security Awareness, Information Security..., Business Continuity, Security Management, Risk Management, Physical Security, Incident Response, Risk Assessment, Network Security, Incident Management, Security Operations, Background Checks, Protection, CISM, Expert Witness, Malware Analysis, Disaster Recovery, Network Forensics, Data Security, Security Clearance, Application Security, Criminal Justice, Encryption, Information Technology, Law Enforcement
Education
ACE 2007 — 2017
ACE, AccessData ACE Certification
EnCE 2007 — 2017
EnCE, Computer Forensics
SANS 2008 — 2015
GIAC, System Forensics, Investigations & Response
Cellebrite 2014 — 2014
CCPA, Cellebrite Certified Physical Analyst, Mobile Device Forensic Investigations
Cellebrite 2014 — 2014
CCLO, Cellebrite Certified Logical Operator, Mobile Device Forensics
Community College Allegheny County 2003 — 2003
Network Topology, System, Networking, and LAN/WAN Management/Manager, Certification
Dickinson Law
Deputy Sheriff's, Civil Law Training. Civil Law
Allegheny County Police Training Academy 1993 — 1993
Act 120 Law Enforcement, Act 120 Law Enforcement
Langley High School 1984 — 1988
Academic, Senior High School, High School
National White Collar Crime Center
Computer Forensics, Computer Forensics
BNY Mellon May 2015 - Present
State of Delaware DNREC July 2013 - May 2015
Wal-Mart September 2012 - March 2013
US Navy March 1991 - September 2012
Skills
Security Clearance, Navy, Military, Military Experience, Operational Planning, Force Protection, Military Training, Information Assurance, Logistics, Trend Analysis, Creative Writing, Technical Writing, Report Writing, Adobe Acrobat, Proofreading, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Inventory Management
Education
Wilmington University 2013 — 2014
Bachelor of Science (BS), Business Administration and Management, General, 3.86
Delaware Technical and Community College-Owens 2012 — 2013
Accounting and Finance, 3.88
Excelsior College 2010 — 2012
Associate's of Applied Science, Technical Studies (Electronics/Instrumentation), 4.0
Currency Cloud October 2015 - Present
Currency Cloud October 2014 - Present
BNY Mellon September 2013 - October 2014
Hilton Worldwide August 2011 - September 2013
Skills
Security Audits, Corporate Trust, Transactional Banking, Microsoft Office, Microsoft Excel, PowerPoint, OnQ, Asset Management, Account Management, Lotus Notes, Municipal Bonds, OFAC, Budgets, Finance
Education
DePaul University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics, 3.5
BNY Mellon July 2015 - Present
BNY Mellon October 2013 - Present
CBS Corporation January 1998 - March 2015
Technology Resource Services, Inc. (Broadridge Financial Solutions) March 2013 - June 2013
Okapi Partners LLC April 2008 - November 2012
Broadridge Financial Solutions January 2004 - April 2008
JPMorgan Chase March 1999 - January 2004
JPMorgan Chase August 1997 - March 1999
Skills
Bloomberg, Leadership, Cross-functional Team..., Business Development, Management, Microsoft Office, Client-focused, Superior Client Service, Customer Satisfaction, Proxy Voting, Proxy Statements, Proxy Contests, M &A, Broadcast Television, Credit Cards, Training Manuals, Business-minded, Retail Sales Experience, Sports, Mergers & Acquisitions, Customer Service, Financial Services, Securities, Call Centers, Banking, Corporate Trust
Education
Dowling College 2003 — 2007
Masters Degree, Business Management
Hofstra University 1998 — 2003
Bachelors Degree, Business Management
Saint John's University 1993 — 1997
Associates Degree, Liberal Arts
Uniondale High School 1989 — 1993
High School Diploma
Seeking Career Opportunity January 2014 - Present
BNY Mellon 2001 - 2013
Lockheed Martin 2000 - 2001
ABB Simcon 1989 - 2000
Mobil Oil 1980 - 1985
Skills
VMS, DCL, Fortran, Process Engineering, Process development, Product Design, Product Development, Windows 7, Technical Leadership, Software Integration, Advanced Process Control, R&D, Dynamic Simulation, DEC Alpha, Integration, Process Simulation, Software Development, Software Project..., SDLC, Chemical Engineering, Software Documentation, Technical Writing, Requirements Gathering, Requirements Analysis, Visual Basic, Linux, Databases, Operating Systems, Visio
Education
Pace University 2012 — 2014
Masters Certificate (in progress), Secure Software and Information Engineering
Drexel University 1975 — 1980
B.S. ChE, Chemical Engineering, Computers
Health Partners Plans October 2013 - February 2015
iPipeline October 2012 - January 2013
BNY Mellon May 2009 - July 2012
PFPC May 2007 - May 2009
SunGard August 2004 - May 2007
SunGard October 1990 - August 1999
Skills
Business Analysis, Testing, SDLC, Business Requirements, User Acceptance Testing, Quality Assurance, Agile Methodologies, Software Documentation, SQL, Test Planning
Education
Villanova University 2013 — 2013
Masters Certificate in Software Testing
Villanova University 2013 — 2013
Six Sigma Green Belt
Drexel University 1985 — 1990
B.S., Finance
BNY Mellon March 2007 - Present
BNY Mellon 2006 - 2007
BNY Mellon 2004 - 2006
BNY Mellon 2002 - 2004
BNY Mellon 2000 - 2002
Forsythe June 1999 - June 2000
Skills
Operations Management, People Skills, Financial Services, Financial Analysis, Financial Reporting, Financial Risk, Microsoft Excel, Microsoft SQL Server, Mortgage Banking, Trust Services, Securitization, Process Improvement, Business Process..., Change Management, Analytical Skills, Analytics, Fixed Income, Team Leadership, Finance, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Mortgage Lending, Bloomberg, Capital Markets
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Analytical Finace, Real Estate
DePaul University 1996 — 1999
BS, Finance
CNA Insurance September 2005 - January 2013
BNY Mellon September 2000 - September 2005
World Wide Securities Processing Service January 1998 - September 2000
Skills
Databases, Customer Service, Management, Policy, Underwriting, General Insurance, Brokers, Insurance, Liability, Commercial Insurance, Leadership, Professional Liability, Property, Claim, Risk Management, Workers Compensation
Education
The Global Institute of Finance – Mercy College Campus
Business Administration
Delaware State University 1994 — 1997
Associate's degree, Business Administration and Management, General
WisdomTree Asset Management October 2013 - Present
iMentor September 2014 - Present
Goldman Sachs July 2011 - June 2013
BNY Mellon June 2010 - August 2010
Greenwich Associates June 2009 - August 2009
The Dickinsonian Newspaper Dickinson College September 2007 - May 2008
Skills
Financial Analysis, Finance, Investments, Portfolio Management, Institutional Sales, ETFs, Mutual Funds, Equities, Financial Modeling, Investment Management, Management, Fixed Income, Leadership, Public Speaking, Analysis, Securities, Series 7
Education
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management
Hotchkiss 2003 — 2007
English Language and Literature, General
Consolidated Asset Recovery Systems September 2015 - Present
BlackRock October 2010 - September 2015
BNY Mellon October 2007 - October 2010
HSBC June 2004 - October 2007
Skills
Finance, Accounting, Financial Analysis, Fund Accounting, Mutual Funds, Banking, Account Reconciliation, Microsoft Excel
Education
Wilmington University 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Delaware State University 2003 — 2006
Bachelor of Science (BS), Accounting
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - August 2014
BNY Mellon June 2010 - September 2012
Skills
Corporate Trust, Management, Microsoft Excel
Education
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), International Business
BNY Mellon
Skills
Customer Service, Project Management, Financial Analysis, Process Improvement, Banking, Risk Management, Sales, Strategic Planning, Training, Business Development, People Skills, Accounting, Financial Reporting, Financial Accounting
Education
Delaware Valley University 1995 — 2004
Bachelor's Degree, Criminal Justice Administration
BNY Mellon June 2015 - Present
Wawa, Inc. August 2007 - Present
Educational Testing Service (ETS) February 2015 - May 2015
Delaware County Community College September 2005 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Customer Service, Leadership, Marketing, Team Building, Team Leadership, Sales, Social Media, Public Speaking, Teamwork, Training, Marketing Strategy, Management, English, Project Management, Business Strategy, Teaching
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's degree, International Business
Delaware County Community College 2005 — 2010
Associate's degree, International Business
Barclays June 2015 - Present
BNP Paribas December 2014 - May 2015
BNY Mellon May 2013 - December 2014
The Paul Carrick Brunson Agency March 2013 - December 2013
JP Morgan Chase May 2010 - September 2012
DTCC May 2009 - May 2010
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Bloomberg May 2006 - July 2006
Friedman Kaplan Seiler & Adelman LLP January 2005 - December 2005
Skills
Quality Center, PowerPoint, Project Management, Microsoft Excel, Software Packaging, Web Applications, Technical Writing, Databases, Operating Systems, Sarbanes-Oxley Act, Requirements Analysis, Business Applications, Organization, Forecasting, Cross-functional Team..., Special Events...
Education
DePauw University 2005 — 2009
religious studies, chemistry
Washington Irving High School
Washington Irving High School
Edelman September 2015 - Present
Edelman March 2014 - August 2015
Edelman December 2013 - March 2014
Ketchum June 2013 - December 2013
Ketchum Mindfire September 2012 - June 2013
Groupon October 2012 - May 2013
StreetWise, Inc. June 2012 - October 2012
Pro Sports Experience, LLC January 2012 - March 2012
BNY Mellon May 2011 - November 2011
Skills
Writing, Press Releases, Backgrounders, Fact Sheets, Pitch Letters, Blogging, Fundraising, Public Relations, Direct Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Spanish, Social Media, Hootsuite, Sprout Social, Sprinklr, Cision, Facebook
Education
DePaul University 2009 — 2013
Public Relations and Advertising
St. Patrick High School 2005 — 2009
N/A
Capital One November 2013 - Present
Citi February 2003 - October 2013
Citi September 2001 - January 2003
Citi February 2000 - August 2001
Citi June 1997 - January 2000
BNY Mellon May 1994 - May 1997
Skills
Banking, Risk Management, Commercial Banking, Cash Management, Credit, Relationship Management, Financial Services, Project Management, Treasury Management, Credit Cards, Liquidity Management, CRM, Finance, Payments, Treasury, Financial Institutions, Internet Banking, Accounting
Education
Goldey Beacom College 2007 — 2009
Masters of Business Administration, Finance
Goldey Beacom College 2002 — 2004
Bachelor of Science, Finance Management
Delaware Technical and Community College-Stanton-Wilmington 1990 — 1993
Associates, Applied Science - Mechanical Engineering Technology
BNY Mellon October 2012 - Present
BNY Mellon March 2004 - October 2012
Morgan Stanley December 2002 - March 2003
Morgan Staney March 2001 - December 2002
Bank of New York March 1999 - March 2001
Bank of New York April 1998 - March 1999
The Bank of New York July 1997 - April 1998
Skills
Securities, Financial Services, Banking, Fixed Income, Management, Settlement, MS Office, SalesForce CRM, BNY Mellon Workbench
Education
Dowling College
Bachelor of Business Administration, Business Management
BNY Mellon October 2013 - Present
Mid Atlantic Capital Group, Inc. May 2011 - July 2013
Paradigm Tax Group February 2010 - May 2011
Paradigm Tax Group March 2009 - February 2010
Ryan September 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Analysis, Social Media, Valuation, Finance, Microsoft Excel, Due Diligence, Microsoft Office, Data Analysis, Access, Investments, Budgets, Marketing, Management, Microsoft Word
Education
Denison University 2004 — 2008
B.A., Economics
BNY Mellon July 2015 - Present
BNY Mellon February 2012 - July 2015
Prestige Academy August 2011 - January 2012
US Department of Homeland Security January 2011 - May 2011
Drew University September 2010 - May 2011
Drew University September 2008 - May 2011
Drew University September 2008 - May 2011
Drew University August 2008 - December 2009
Skills
Fundraising, Event Planning, Leadership, Program Management, Research, Public Speaking, Non-profits, Data Analysis, Management, Microsoft Excel, Community Outreach, International Relations, Marketing, Recruiting, Politics, Political Science, Social Media, Asset Management, Wealth Management, Nonprofits, SPSS, PowerPoint
Education
Gwynedd Mercy University 2014 — 2015
Master of Business Administration (M.B.A.), 3.98
Gwynedd Mercy University 2012 — 2014
Master's Degree, Management, 4.00
Drew University 2007 — 2011
B.A., Political Science, History, Jewish Studies
Chestnut Hill Academy 1995 — 2007
High School
BNY Mellon January 1998 - Present
Connie Lee Insurance Corp September 1996 - December 1997
Capital Guaranty Insurance Corporation January 1992 - August 1996
Merrill Lynch 1990 - 1992
DCNY Municipals 1987 - 1989
City of New York 1985 - 1987
Education
Drew University
BA
Syracuse University - Maxwell School of Citizenship and Public Affairs
Master of Public Administration (MPA)
PNC October 2014 - Present
BNY Mellon August 2010 - October 2014
Citizens Bank May 2007 - January 2008
Citizens Bank, now part of FirstMerit Bank, N.A. May 2003 - April 2007
Skills
Mutual Funds, Banking, Financial Analysis, Securities, Financial Services, Fixed Income, Equities, Bloomberg, Fund Accounting, Hedge Funds, Risk Management, Investments, Finance, Mortgage Lending, Loans, Management, Derivatives, Accounting
Education
DePaul University 1998 — 2000
Bachelor of Science (BS), Finance, General
Western Michigan University 1995 — 1998
Engineering/Business
Charming Shoppes May 2013 - Present
Corporate Synergies December 2011 - October 2012
BNY Mellon July 2011 - October 2011
Quick Chek January 2011 - July 2011
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Access, Salesforce.com, ERISA, Hoovers, Jigsaw, Google, Microsoft Excel
Education
Southern New Hampshire University 2012 — 2016
Master's degree, Forensic Accounting
DeSales University 2006 — 2010
Bachelor's degree, Accounting, Marketing (Dual Major)
Pyramid Consulting Group May 2014 - Present
North American Dental Group January 2013 - May 2014
USIS November 2009 - November 2013
BNY Mellon July 2006 - November 2009
Northrop Grumman Corporation July 2005 - June 2006
L-3 Communications 2000 - 2005
United States Air Force April 1980 - May 2000
Skills
Security, Active Directory, DNS, Quest ChangeAuditor, DHCP, Server 2000-2008, Group Policy, VMware Infrastructure, Disaster Recovery, ITIL v3 Foundations..., MCITP - Enterprise..., MCSE 2003, MCSE 2008, Certifed Ethical Hacker, VMware View, Blackberry Enterprise..., Windows 7, Computer Security, Data Center, System Administration, Windows Server, Servers, VMware ESX, Virtualization, Firewalls, ITIL, Information Security, Technical Support, Operating Systems, Information Assurance, Enterprise Architecture, Information Technology, Windows, VMware, SAN, Network Security, vSphere, Microsoft Technologies, IT Operations, IT Management, Troubleshooting
Education
DeVry University 2002 — 2005
BA, Technical Management
JPMorgan Chase July 2013 - Present
Dickinson College August 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
BNY Mellon May 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office, PowerPoint, Higher Education, Data Analysis
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), Economics & German
Stradley Ronon December 2013 - Present
BNY Mellon May 2012 - December 2013
PNC Global Investment Servicing August 2008 - May 2012
Davis Polk & Wardwell LLP March 2006 - August 2008
Skills
Management, Legal Writing, Due Diligence, Document Review, Contract Law, Hedge Funds, Mutual Funds, Investments, Financial Services, Global Custody, Collateral Management, Private Equity, Corporate Governance, Securities, Securities Regulation
Education
Widener University School of Law 2008 — 2012
Juris Doctor
Dickinson College 2001 — 2006
Bachelor's degree, History
HSBC Global Banking and Markets June 2014 - Present
BNY Mellon June 2009 - February 2014
FXMarketSpace 2007 - 2008
Merrill Lynch March 2005 - March 2007
Merrill Lynch Investment Managers February 2000 - March 2005
Deutsche Bank April 1994 - September 1998
Citi November 1987 - April 1994
Skills
Sales, Relationship Management, Product Management, Research, Market Risk, Trading, Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Strategic Planning, Foreign Exchange, Asset Management, Investment Management, Strategy, Manage Client..., Options Strategies, Investments, Portfolio Management, FX Options, Proprietary Trading, Institutional..., Alternative Investments, Start-ups, Emerging Markets, Finance, Derivatives, Bloomberg, Asset Allocation, CRM
Education
The University of Chicago 1985 — 1987
Master of Business Administration (MBA), Finance, General
DePaul University 1978 — 1982
Bachelor of Commerce (BCom), Finance and Economics
Prudential Financial December 2014 - Present
BNY Mellon June 2012 - December 2014
BNY Mellon June 2006 - June 2012
First Keystone Bank January 2004 - June 2006
Skills
Financial Analysis, Risk Management, Accounting, Banking, Account Reconciliation, Loan Servicing, Cash Management, Credit, Microsoft Office, Equities, Financial Services, Mutual Funds, PowerPoint, Microsoft Excel, Financial Reporting
Education
Delaware Valley College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Voya Financial (Formerly ING) June 2010 - Present
Aspire Financial Services, LLC (Formerly Investlink Technologies) July 2008 - April 2010
SunGard October 2005 - June 2008
BNY Mellon February 1998 - September 2005
Skills
SQL database design, Oracle SQL, SQL Server, .NET, VB.NET, RDBMS, Visual Studio, Visual Basic, Access, Excel, Visio, MS Project, OMNI, Quality Center, Clarity, ASP.NET, Systems Analysis, SQL, Software Documentation, Microsoft SQL Server, SDLC, Business Requirements, Requirements Gathering, Database Design, Business Process, 401k, Business Process..., Microsoft Excel, Requirements Analysis, JCL, Analysis, Business Analysis, COBOL, SharePoint, Integration, Business Objects, User Acceptance Testing, Functional..., Software Project..., Data Warehousing, Business Intelligence, Mainframe, Testing, Databases, DB2, Pensions, PL/SQL, Production Support, Agile Methodologies, Oracle SQL Developer
Education
Hofstra University 2011 — 2012
Certification in Database Design and Development
Dowling College 1999 — 2002
MBA, Finance
Dowling College 1990 — 1992
BBA, Marketing
Zions First National Bank August 2014 - Present
The Bank of New York Mellon Trust Company, N.A. October 2010 - May 2014
BNY Mellon 2000 - 2009
JPMorgan Chase Bank June 1994 - May 2000
LaSalle Bank 1979 - 1994
Union National Bank of Joliet 1975 - 1978
Skills
Process Improvement, Credit, Public Finance, Investments, Management, Fixed Income, Due Diligence, Series 7, Securities, Asset Management, Banking, Bonds, Sales, Capital Markets, Finance, Loans, Commercial Banking, Investment Banking, Mergers & Acquisitions, Budgets, Portfolio Management
Education
DePaul University 1982 — 1986
Business
Amdocs August 2015 - Present
Engage Me March 2012 - Present
Comcast January 2012 - Present
CableLabs May 2013 - August 2015
self 2014 - 2014
Comcast January 2010 - December 2011
BNY Mellon March 2009 - December 2009
Tropos Networks August 2003 - December 2008
Tamalpais Networks, Inc August 2002 - August 2003
Dell / Turin Networks July 2000 - August 2002
Skills
Management, Wireless, Wireless Networking, WiFi, Networking, Network Engineering, Network Architecture, Telecommunications, TCP/IP, Routing, Entrepreneurship, Start-ups, Program Management, Network Administration, Pre-sales, CRM, Network Design, Troubleshooting, Security, Product Management, Strategy, Leadership, Professional Services, Unix, IP, Switches, Mobile Devices, Strategic Partnerships, Ethernet, System Deployment, Integration, Enterprise Software, Executive Management, Broadband, Fine Dining, Business Development, Data Center, Cloud Computing, VoIP, BGP, Go-to-market Strategy, Managed Services, Business Strategy, Vendor Management, IPTV, SaaS, OSPF, Unified Communications
Education
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Business, Current 3.94 GPA
Grumman Data Systems Institute 1985 — 1986
Certificate, Computer Programming
Mercedes-Benz of Nanuet November 2012 - April 2013
Mary Davis Realty May 2012 - Present
Market America November 2010 - Present
Mercedes Benz Prestige Motors November 2011 - November 2012
Coldwell Banker Residential Brokerage June 2010 - May 2012
Covidien July 2008 - April 2009
Oce Printing Systems January 2006 - July 2008
BNY Mellon July 2004 - January 2006
Skills
New Business Development, Sales, Direct Sales, Cold Calling, Sales Process, Marketing, Account Management, Sales Management, Selling, Operations Management, Competitive Analysis
Education
Drew University 2000 — 2003
BA, Economics, Business Management
Citco Fund Services September 2013 - Present
BNY Mellon June 2011 - September 2013
BNY Mellon September 2009 - June 2011
BlackRock September 2008 - March 2009
Heffler, Radetich & Saitta LLP September 2007 - March 2008
Skills
MS Office Suite, Bloomberg, Factset, Lotus Notes, Outlook, Aqua Data Studio, Sungard, Investor Relations, Custody, Data Integrity, Cash, Bloomberg Terminal, Financial Services, Repos, Financial Analysis, Microsoft Office, Database Tools, Securities, Banking, Trading, Alternative Investments, Financial Modeling, Mutual Funds, Asset Allocation, Fixed Income
Education
Penn State University 2013 — 2017
Master of Business Administration (MBA)
Drexel University 2006 — 2011
BS- Business Administration, International Business, Finance, Legal Studies
Council Rock High School South 2002 — 2006
BNY Mellon April 2012 - Present
Deerview Asset Management September 2011 - April 2012
Hitchcock & Cummins LLP June 2009 - August 2009
Skills
Legal Documents, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Teamwork
Education
Dickinson College 2007 — 2011
BA, History
BNY Mellon May 2011 - Present
University of North Carolina at Chapel Hill December 2010 - May 2011
BNY Mellon February 2006 - December 2010
Merck & Co., Inc. March 2001 - January 2006
CareScience July 2000 - January 2001
Reliance Insurance Company April 1998 - July 2000
CoreStates Bank July 1996 - April 1998
Prudential Insurance January 1979 - July 1996
Skills
Data Warehousing, COBOL, SQL, PL/SQL, Unix Shell Scripting, JCL, Perl, Mainframe, Pro*C, Business Objects, Visio, SDLC, Business Analysis, Business Intelligence, Databases, Requirements Analysis, Data Modeling, Systems Analysis, ETL, Unix
Education
Drexel University 1996 — 1999
MS, Information Systems
Temple University 1979 — 1983
BS, Business Administration
BNY Mellon June 2006 - Present
Education
DePaul University 2004 — 2009
MS, Business Information Technology
University of Wisconsin-Milwaukee 2000 — 2004
Graduate Student, Computer Science
University of Utah 1990 — 2004
BFA, Studio Art
University of Utah - David Eccles School of Business 1990 — 1998
BS, Finanace
Quantitative Management Associates LLC October 2013 - Present
BNY Mellon April 2010 - October 2013
BNY Mellon August 2007 - April 2010
Education
Dominican College of Blauvelt
Bachelor's degree, Economics
Rabobank North America Wholesale November 2014 - Present
J.P. Morgan November 2013 - August 2014
NICE Actimize May 2013 - October 2013
JPMorgan Chase January 2013 - May 2013
BNY Mellon January 2012 - December 2012
Cognizant Technology Solutions November 2006 - April 2011
ICICI Bank January 2004 - October 2006
Skills
Business Analysis, Requirements Management, Problem Solving, Process Consulting, Business Process Mapping, Requirements Gathering, Software Requirements, Software Project..., Retail Banking, Capital Markets, Private Banking, Project Management Tools, Process Engineering, Straight Through..., Product Mapping, Project Management, Fixed Income, PMP, Analysis, Business Process, Financial Services, Derivatives, Business Requirements, Banking, Gap Analysis, Requirements Analysis, SDLC
Education
Delhi Public School
Devi Ahilya Vishwavidyalaya
Lunelico LLC January 2002 - Present
BNY Mellon May 2013 - April 2014
Retna Ltd. August 2006 - September 2010
Skills
Social Media, Agile Methodologies, Team Leadership, Information Technology, PowerPoint, Management Consulting, Management, Active Directory, Software Installation, Troubleshooting, SDLC, VoIP, Team Building, Business Analysis, Programming, Web Services, Video, Strategic Planning, Virtualization, Windows Server, XML, Integration, Microsoft SQL Server, Microsoft Office, Consulting, Process Improvement, Customer Service, Software Development, Cloud Computing, Cisco Technologies, Data Center, Program Management, Project Management, Disaster Recovery, Mac, IT Service Management, Microsoft Excel
Education
DeVry University
BS, Computer Science, Technical Business Management
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
BNY Mellon July 2005 - Present
BNY Mellon July 2005 - Present
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Financial Services, Fund Administration, Private Equity, Fund Of Funds, Change Management, Investment Banking, Banking, Due Diligence, Risk Management, Financial Analysis, SDLC, Relationship Management, Financial Markets, Management, Project Management, AML, Back Office, Financial Reporting, Cash Management, Finance, Investment Management, Financial Risk, Investment Strategies, Middle Office
Education
Dominican College of Blauvelt 1988 — 1993
Bachelor of Science (BS), Management Information Systems and Services
Independent Finance & Strategy Consultant October 2012 - October 2014
BNY Mellon April 2012 - October 2012
BNY Mellon March 2011 - May 2012
EDMC May 2010 - December 2010
EDMC January 2009 - May 2010
FedEx January 2002 - January 2008
PNC Financial Services Group April 1996 - February 1999
AT&T Wireless January 1995 - March 1996
M.R Venkatraman & co August 1986 - August 1989
Skills
Forecasting, Business Strategy, Financial Analysis, Strategic Financial..., Strategic Planning, Business Process..., Strategy, Analysis, Managerial Finance, Finance, Management, Leadership, Management Consulting, Start-ups, Business Intelligence
Education
Duquesne University 1992 — 1994
MBA, Finance
Institute of Chartered Accountants of India 1986 — 1989
Certified Intermediate Accountant, Professional Accountant
Delhi University 1983 — 1986
BCOM, Business
BNY Mellon
Skills
Investments, Asset Management, Asset Managment, Equities, Alternative Investments, Hedge Funds, Wealth Management, Fixed Income, Investment Management, Asset Allocation, Mutual Funds
Education
Denison University 1982 — 1986
BA, Econ
BNY Mellon October 1984 - Present
PNC Bank October 1984 - June 2010
Colonial Penn Life Insurance July 1978 - February 1981
Skills
Financial Services, Banking, Mergers & Acquisitions, Mutual Funds, Mergers, Equities, Securities, Wealth Management, SDLC, Project Management, Management, Business Analysis, Portfolio Management, Hedge Funds
Education
Dickinson College 1972 — 1975
Bachelor of Science (BS), Biology, General
Shipley School 1958 — 1971
HS Diploma, Liberal Arts
Infosys June 2011 - Present
Sapient Global Markets June 2010 - June 2011
Wipro Technologies May 2005 - June 2010
BNY Mellon 2008 - 2010
Ascys Software March 2003 - May 2005
IL&FS Asset Management Company April 2001 - March 2003
Skills
Analysis, Requirements Gathering, Fixed Income, Global Delivery, Capital Markets, Business Requirements, Investment Banking, User Acceptance Testing, CRM, Solution Architecture, Derivatives, Business Analysis, SDLC, Marketing, Reference Data, Quality Assurance, Requirements Analysis, Equities, Software Project...
Education
Sri SIM, New Delhi 1999 — 2001
PGDBM, Information Tech
Delhi University 1996 — 1999
B.Comm, Commerce
Standish Mellon Asset Management January 2013 - Present
BNY Mellon January 2007 - December 2012
Federated Investors November 1998 - January 2007
SEI 1997 - 1998
Skills
Portfolio Management, Fixed Income, Bloomberg, Equities, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Asset Allocation, Capital Markets, Mutual Funds, Securities, Investments, Bonds, Investment Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2003
MBA, Economics
DeSales University 1993 — 1997
BS, Finance
BNY Mellon March 2011 - Present
UBS 2015 - 2015
UBS 2015 - 2015
Merrill Lynch October 2007 - November 2010
UBS February 2000 - August 2007
Prudential Securities July 1998 - November 1999
Skills
COBOLII, DB2, SQL, SPUFI, QMF, MQ series, Revolve tool, Scheduler, Change Management, Reporting & Analysis, Equities, Fixed Income, Options, Loans, Microsoft project, Microsoft Office, MS Project, Microsoft SQL Server, Requirements Gathering, Vendor Management, C#, User Acceptance Testing, Business Requirements, WebSphere MQ, JCL, Sybase, Business Intelligence, Project Management, Integration, Microsoft Project, CICS, Investment Banking, PMO
Education
NYU SCPS 2011 — 2012
Donetsk National University 1988 — 1992
bachelor, mechanics, computer science
The Technical Institute of America
Project Management
BNY Mellon 2012 - Present
BNY Mellon 2006 - 2012
LaSalle Bank ABN Amro 2004 - 2006
Skills
SQL
Education
DePaul University
MS, Predictive Analytics, Computational Methods
DePaul University
MS, Business Information Technology
University of Utah
BFA, Studio Art
University of Utah
BS, Finance
BNY Mellon July 2013 - Present
Pertrac Financial Solutions August 2010 - April 2013
ADP Dealer Services February 2010 - August 2010
Ivy Asset Management May 2005 - January 2010
Softheon 2001 - 2005
Aether Systems 2000 - 2001
Instinet Corporation 1998 - 2000
Computer Associates 1989 - 1998
Skills
Microsoft SQL Server, SQL, Business Analysis, Scrum, Agile & Waterfall..., Quality Center, Software Quality...
Education
Dowling College
BS, Computer Information Systems
BNY Mellon April 2013 - Present
BNY Mellon April 2010 - April 2013
Allianz Life June 2006 - October 2009
Allianz Life June 2005 - May 2006
Delaware Valley Financial Services/Allianz Life September 2002 - June 2005
Education
Villanova University 2007 — 2011
Bachelor’s Degree, Leadership Studies & Information Technology, Graduated Summa Cum Laude
Delaware County Community College 2006 — 2007
Associates, Business Administration
BNY Mellon March 2015 - Present
BNY Mellon May 2010 - Present
PNC Global Investment Services June 2007 - May 2010
Applied Card Systems February 2007 - May 2007
Delaware State University January 2007 - May 2007
Skills
US GAAP, Corporate Tax, Individual Tax, Partnership Taxation, IFRS, GAAS, Investment Accounting, Hedge Funds, Financial Analysis, Securities, Accounting, Account Reconciliation, Fund Accounting, Fund Administration, Cash Management, SEC filings, Income Tax, SEC Filings, Auditing, Financial Services, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Management, Finance, Investments
Education
Widener University 2009 — 2013
Master’s Degree, Taxation
Delaware State University
Bachelor of Science (BSc), Accounting
BNY Mellon June 2002 - Present
PFPC, INc 2001 - Present
SEI 2001 - Present
pfpc inc 2002 - 2007
AFTECH, INC 1997 - 2001
Skills
Business Analysis, DB2, Integration, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Development, Software Documentation, VBA, Databases, Financial Services
Education
Delaware County Community College 1984 — 1987
assoc, Computer Science
Bank of America Merrill Lynch September 2014 - Present
BNY Mellon January 2011 - September 2014
Nationwide Exchange 2008 - 2010
JPMorgan 2004 - 2008
JPMorgan 2003 - 2004
Bank One Investment Advisors 1999 - 2003
Bank One Exchange Corporation 1992 - 1999
Skills
Portfolio Management, Financial Services, Start-ups, Management, Business Development, Marketing Strategy, Sales, Sales Management, Risk Management, Investments, Product Development, Banking, Financial Analysis, Relationship Management, Finance, Asset Management, Securities, Credit, Mergers & Acquisitions, Loans, Financial Markets, Capital Markets, Equities, Hedge Funds, Fixed Income
Education
DePaul University College of Law
Juris Doctor
Northwestern University - Kellogg School of Management
MBA, Finance & International Business
Crédit Agricole CIB January 2009 - Present
BNY Mellon January 2006 - January 2009
ING January 2005 - January 2006
IDT Corporation January 2003 - January 2005
AIG January 2001 - January 2003
Reuters News Agency January 1989 - January 2001
Skills
IT Service Management, Project Management, Integration, Business Relationship..., Virtualization, Networking, Management, Web Design, Software Development, Infrastructure, VoIP, IT Strategy, Disaster Recovery, Business Analysis, Vendor Management, Strategy, IT Management, Information Technology, SDLC
Education
DeVry University
Bachelor of Science (BS), Computer Science
Cohen & Steers July 2008 - Present
BNY Mellon January 2005 - June 2008
Skills
Equities, Alternative Investments, Bloomberg, Mutual Funds, Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Securities, Derivatives, Bonds, Investments, Financial Modeling, Fund Administration, Portfolio Management
Education
Delaware State University 2001 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
St. John's University 1999 — 2001
iSymmetry January 2014 - July 2014
Precyse July 2013 - November 2013
Providential Bancorp March 2012 - June 2013
BNY Mellon June 2011 - September 2011
DeVry University November 2010 - January 2011
Fred's June 2008 - August 2008
Education
DePaul University 2007 — 2011
BA, Political Science
DePaul University 2007 — 2011
Political Science
Bentley Systems August 2015 - Present
Bentley Systems January 2014 - July 2015
Highmark April 2013 - December 2013
Highmark October 2012 - April 2013
BNY Mellon August 2011 - November 2012
Pennsylvania Office of Attorney General June 2010 - August 2010
Senator Richard G. Lugar May 2010 - June 2010
Federal Home Loan Bank of Pittsburgh May 2009 - August 2009
Positive Steps Therapy January 2007 - June 2007
Swann for Governor May 2006 - November 2006
Education
Denison University 2007 — 2011
Bachelor of Arts (BA), Economics, Political Science
Fox Chapel Area High School 2003 — 2007
BNY Mellon October 2010 - Present
Nasdaq OMX Group July 2008 - July 2009
NASDAQ OMX PHLX July 2008 - July 2009
Philadelphia Stock Exchange January 2000 - January 2008
CIGNA Group Insurance October 1982 - March 2000
Education
Delaware State University 1980 — 1982
Finance
Citco Fund Services October 2012 - Present
BNY Mellon February 2010 - Present
PNC Global Investment Servicing February 2007 - February 2010
Skills
Investments, Banking, Customer Relations, Risk, Budgeting, Compliance, Trading, Securities, Hedge Funds, Corporate Actions, Derivatives, Fixed Income, Swaps, Currency, Options, Fund Accounting, Account Reconciliation, Alternative Investments, Auditing, Bloomberg, Budgets, Customer Service, Finance, Financial Risk
Education
Delaware State University 2003 — 2006
BS, Accounting
The Bank of New York Mellon August 2011 - Present
BNY Mellon August 2000 - August 2011
Diamond Bank, FSB - Formerly Known As North Federal Savings and Loans June 1996 - August 2000
Skills
Customer Relations, Investments, Securities, Banking, Project Finance, New Business Development, Customer Service, Microsoft Office, Excel, Corporate Trust, Microsoft Excel, Finance
Education
DePaul University
BA, Finance
Oakton Community College
AA, Criminal Justice
Roosevelt
Utica College
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
BNY Mellon November 2012 - March 2014
BNY Mellon July 2011 - November 2012
Delaware Investments, a member of the Macquarie Group June 2010 - July 2011
AstaTech, Inc. July 2009 - May 2010
Skills
Business Analysis, CRM, Call Centers, Business Development, Competitive Analysis, Customer Service, Data Analysis, Market Research, Marketing, Microsoft Office, Portfolio Management, Process Improvement, Project Management, Relationship Management, Sales Process, Strategic Partnerships, Salesforce.com, Strategic Planning
Education
DeSales University 2007 — 2009
B.S., Pharmaceutical Marketing
BNY Mellon Vice President Funds Transfer PricingThe Bank of New York Mellon2002 - Present
Skills
Funds Transfer Pricing
Education
Denison University
BA, Mathematics & Economics
Washington University in St. Louis - Olin Business School
MBA, Finance
BNY Mellon September 2012 - November 2014
Northern Trust Corporation April 2011 - June 2012
Skills
Financial Analysis, Financial Reporting, Fund Accounting, Fund Administration, Hedge Funds, NAV, Derivatives, CFDs, Swaps, Interest Rate Swaps, CDS, Options, Corporate Finance, Portfolio Management, Fixed Income Analysis, Accounting, Commerce
Education
International School of Business and Media 2009 — 2011
MBA, Finance
Delhi University 2005 — 2008
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
EVOLUTION Life Science Partners October 2014 - Present
Burrill & Company September 2011 - October 2014
BNY Mellon 2011 - 2011
Janney Montgomery Scott LLC 2006 - 2008
Solomon Daly 2004 - 2006
Skills
Valuation, Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Equity Research, Financial Analysis, Capital Markets, Equities, Private Placements, Finance, Biotechnology, Strategy, Bloomberg, Licensing, Business Development, Equity Valuation, Mandarin, Microsoft Office
Education
Penn State University 2011 — 2012
Masters, Finance
Dickinson College 2000 — 2004
BA, International Business & Management
BNY Mellon October 2012 - December 2014
Crompton Greaves June 2011 - July 2011
Dhanalakshmi Bank March 2011 - April 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Tally, Microsoft Excel, Microsoft Word, Tally ERP, Recruiting, Finance, Payroll, Accounting, Team Management, Banking, Management, Financial Analysis, Business Analysis, MIS, Business Development, Risk Management
Education
Dowling College 2015 — 2017
Master of Science (MS), Corporate Finance
Sinhgad Institute of Management, Pune 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 'A'
Hislop College, Nagpur 2007 — 2010
Bachelor of Commerce (B.Com.), Accounting
VP, Internal Control - Embedded Control Manager, BNY Mellon 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2008 - 2012
U.S. Bank 2006 - 2008
Wachovia Bank (formally First Union Bank & CoreStates Bank 1991 - 2006
Merrill Lynch 1983 - 1989
Merrill Lynch 1983 - 1989
Skills
Risk Management, Management, Leadership, Change Management, Financial Services, Project Management, Project Planning, Financial Reporting, Securities, Investments, Auditing, Mutual Funds, Strategic Planning, Internal Controls, Fixed Income, Corporate Actions, Hedge Funds, Global Custody, Asset Management, Equities, Business Analysis, Fund Accounting, Back Office, Banking, Capital Markets, Derivatives, Settlement, Lotus Notes, Bloomberg, Alternative Investments, Relationship Management
Education
Delaware County Community College
Associate's degree, Business Administration and Management, General
BNY Mellon January 2015 - Present
United States District Court - The Honorable Nora Berry Fischer October 2014 - December 2014
United States Bankruptcy Court - Chapter 13 Trustee's Office July 2013 - August 2013
United States Court of Appeals for the Third Circuit - The Honorable D. Michael Fisher May 2013 - June 2013
Ainsman, Levine & Drexler, LLC December 2012 - March 2013
United States Bankruptcy Court - The Honorable Judge Judith K. Fitzgerald August 2012 - December 2012
University of Pittsburgh School of Law - Professors Ann Sinsheimer and David Herring August 2012 - December 2012
Superior Court of Pennsylvania - The Honorable Judith Olson May 2012 - August 2012
Education
University of Pittsburgh School of Law 2011 — 2014
Doctor of Law (J.D.)
Denison University 2007 — 2011
Bachelor of Arts, Economics (Major); History & Educational Studies (Minors)
CLS Bank International June 2006 - Present
Citi July 2000 - June 2006
Citigroup/Salomon Smith Barney January 2000 - January 2006
Track Data Corp January 2000 - May 2000
BNY Mellon January 1997 - January 1999
Skills
SWIFT payments, Microsoft Office, Settlement, FX Options, Risk Management, Routers, Banking, Financial Risk, Software Documentation, SWIFT, Trading, Fixed Income, Bloomberg Terminal, Crystal Reports, Windows 7, OFAC, Back Office, Middle Office, CLS, SWIFT Payments
Education
DeVry University 2007 — 2009
pursing a B.S, Technical Management
City College of NY 2002 — 2003
Cuntinue Studies at Devry, Concentration Business Management
Nassau Community College 1995 — 1997
Associate, Civil Engineering
BNY Mellon May 2014 - Present
Glickenhaus & Company July 2005 - January 2013
Morgan Stanley June 2001 - March 2005
Investment Services Capital Corporation April 1996 - March 2001
Skills
Microsoft Office, File..., Series 7, Equities, Investments, Financial Services, Trading, Due Diligence, Mutual Funds, Fixed Income, Securities, Access
Education
Dominican College of Blauvelt 1986 — 1990
Bachelor of Science, Management and Information Systems
Dominican College of Blauvelt 1986 — 1990
Bachelor of Science (B.S.), Marketing/Marketing Management, General
BNY Mellon May 2015 - Present
BNY Mellon October 2014 - May 2015
BNY Mellon September 2013 - March 2014
Computershare / BNY Mellon Shareowner Services September 2007 - July 2013
The Economist Intelligence Unit (EIU) May 2005 - August 2006
Euromoney Institutional Investor August 2002 - May 2005
Marston Webb International July 2001 - July 2002
Skills
Account Management, Financial Operations, Client Services, Transfer Agency, Product Management, Customer Service, International Sales, Team Building, Business Analysis, Sales Management, Microsoft Office, Team Leadership, Treasury Services, Cash Management, Publishing, Foreign Languages, Business Intelligence, Investor Relations, Broker-Dealer Operations, Financial Services, Leadership, Management, Sales Operations, Training, Relationship Management, Banking, CRM, Investments, Process Improvement, Strategy
Education
Dickinson College 1997 — 2001
Bachelor of Arts
Perkiomen Valley HS
BNY Mellon November 2013 - Present
BNY Mellon May 2012 - October 2013
BNY Mellon October 2010 - April 2012
Infiniti March 2009 - October 2010
Citi September 2007 - January 2009
Education
Peirce College 2011 — 2012
Paralegal Studies
Delaware State University 1998 — 2003
Bachelor's of Science, Marketing
BNY Mellon July 2009 - Present
PNC Global Investment Servicing December 2005 - July 2009
Skills
Financial Reporting
Education
Grand Canyon University 2009 — 2012
Bachelor's Degree of Science, Accounting
Delaware Technical and Community College-Stanton-Wilmington 1997 — 1999
Associates Degree, Accounting
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 1997 - July 2010
Deutsche Bank October 1990 - March 1997
Skills
Wire Transfers, Finance
Education
Wilmington College 1990 — 1993
Bachelor of Science (B.S.), Banking and Finance
Delaware Technical and Community College-Stanton-Wilmington 1987 — 1990
Associate of Science (A.S.), Accounting
Guggenheim Partners November 2014 - Present
BNY Mellon September 2012 - Present
Skills
Fixed Income
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance
BNY Mellon April 2014 - Present
JPMorgan Chase October 2011 - November 2012
JPMorgan Chase June 2006 - October 2011
JPMorgan Chase July 2005 - June 2006
JPMorgan Chase March 2001 - July 2005
JPMorgan Chase October 2000 - March 2001
JPMorgan Chase September 1997 - October 2000
Skills
Financial Services, Relationship Management, Tax, Investment Compliance, Account Reconciliation, Fiduciary Services, Microsoft Office, Business Objects, Bloomberg Terminal, Financial Analysis, Management, Risk Management, Financial Advisory, Valuation, Retirement Planning, Settlement, Analysis, FINRA, Investments, Financial Risk, Wealth Management, Bloomberg, Portfolio Management, Finance, General Ledger, Training, Asset Management, Trading, Payments, Fixed Income, FX Options, Mutual Funds, Process Improvement, Credit, Securities Lending, Financial Statements, Derivatives, Middle Office, Equities, Accounting, Investment Banking, Business Analysis, Securities, Credit Analysis, Microsoft Excel, Investment Advisory, Banking, Prime Brokerage, Business Process..., Financial Reporting
Education
Delaware Technical and Community College-Stanton-Wilmington
Drexel University
Bachelor's degree, Business Administration and Management, General
BNY Mellon July 2007 - Present
BNY Mellon Asset Servicing July 2007 - Present
Chaveran Inc February 2011 - January 2012
Bonview Mortgage Corp May 2005 - May 2007
Advance Staffing-HSBC Bank November 2005 - January 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Financial Modeling, Account Reconciliation, Bloomberg, Mutual Funds, Risk Management, Equities, Fixed Income, Financial Services
Education
Delaware State University 2004 — 2007
B.Sc. Management, Economics
BNY Mellon December 2014 - Present
Payless ShoeSource September 2013 - November 2014
United States Marine Corps Reserves January 2007 - January 2013
Skills
Military Experience, Aircraft Maintenance, Military Aviation, Weapons, Military Training, Troubleshooting, Airspeed, Microsoft Office, Microsoft Excel, Microsoft Word, Security Clearance, Supervisory Skills
Education
Temple University - Fox School of Business and Management 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Delaware County Community College 2012 — 2014
Business Administration and Management, General
BNY Mellon March 2009 - Present
Skills
Banking, Equities, Risk Management, Strategic Planning, Customer Service, Project Management
Education
University of Pittsburgh 1992 — 1996
Bachelor of Arts (B.A.), Economics and Management
Delaware County Community College
Associate of Arts and Sciences (A.A.S.), Business
ICMA-RC February 2012 - March 2014
Xerox September 2010 - January 2012
EBG capital management October 2008 - August 2010
Citi November 2006 - July 2008
BNY Mellon January 2006 - November 2006
JPMorgan Chase & Co. January 2001 - December 2005
Skills
Financial Reporting, Accounting, Investment Management, Hedge Funds, Mutual Funds, Management, Oracle, Entrepreneurship, Financial Planning, Bloomberg Terminal, Reuters 3000, US GAAP, Auditing, G/L Reconciliations, Data Reconciliation
Education
BSI 2014 — 2015
Oracle Certified Professional, Database administration
Wilmington University 2012 — 2015
Master of Business Administration (M.B.A.)
Delaware State University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General