BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Justin Lazzaro Justin Lazzaro's BNY Mellon Experience June 2013 - August 2013
Job ACCEL Mortgage Development Program Associate at PNC
Industry Financial Services
Experience
PNC August 2014 - Present
Broadridge Financial Solutions September 2013 - July 2014
BNY Mellon June 2013 - August 2013
AutoZone June 2012 - August 2012
The Home Depot April 2010 - January 2012
Service Systems Associates May 2007 - August 2008
Education
Duquesne University 2010 — 2014
Bachelor of Science Business Administration, Finance and International Business (Double Major)
PNC August 2014 - Present
Broadridge Financial Solutions September 2013 - July 2014
BNY Mellon June 2013 - August 2013
AutoZone June 2012 - August 2012
The Home Depot April 2010 - January 2012
Service Systems Associates May 2007 - August 2008
Education
Duquesne University 2010 — 2014
Bachelor of Science Business Administration, Finance and International Business (Double Major)
Linda Ly's BNY Mellon Experience August 2011 - March 2012
Job
Industry Hospital & Health Care
Experience
Connect America Medical Alert Company March 2012 - Present
BNY Mellon August 2011 - March 2012
Wharton Business School, University of Pennsylvania March 2011 - April 2011
Drexel University's LeBow College of Business January 2011 - March 2011
Dow Chemical September 2009 - March 2010
ACE Group September 2008 - March 2009
Avivah Pinski Law Office September 2005 - May 2006
Skills
Salesforce.com, Microsoft Excel, Access, Marketing, Leadership, Corporate Finance, Account Management, Finance, Valuation, Databases, Investments, Vendor Management, Business Analysis, Process Improvement, Budgets, Analysis, Data Analysis, PowerPoint, Microsoft Office, Financial Analysis, Budget Forecasts, Planning Budgeting &..., Benchmarking, Forecasting, Microsoft Word, Five9, R, Statistics
Education
Drexel University - LeBow College of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, Economics, & International Business
LeBow College of Business International Residency Program: Santiago, Chile 2009 — 2009
International Business, Economics
Central High School 2002 — 2006
Honorary Bachelor of Arts, AP Coursework
Connect America Medical Alert Company March 2012 - Present
BNY Mellon August 2011 - March 2012
Wharton Business School, University of Pennsylvania March 2011 - April 2011
Drexel University's LeBow College of Business January 2011 - March 2011
Dow Chemical September 2009 - March 2010
ACE Group September 2008 - March 2009
Avivah Pinski Law Office September 2005 - May 2006
Skills
Salesforce.com, Microsoft Excel, Access, Marketing, Leadership, Corporate Finance, Account Management, Finance, Valuation, Databases, Investments, Vendor Management, Business Analysis, Process Improvement, Budgets, Analysis, Data Analysis, PowerPoint, Microsoft Office, Financial Analysis, Budget Forecasts, Planning Budgeting &..., Benchmarking, Forecasting, Microsoft Word, Five9, R, Statistics
Education
Drexel University - LeBow College of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, Economics, & International Business
LeBow College of Business International Residency Program: Santiago, Chile 2009 — 2009
International Business, Economics
Central High School 2002 — 2006
Honorary Bachelor of Arts, AP Coursework
Daniel Kiebish Daniel Kiebish's BNY Mellon Experience June 2009 - December 2010
Job Human Resources Generalist
Industry Accounting
Experience
The Walt Disney Family Museum February 2013 - Present
The Walt Disney Family Museum February 2013 - Present
Home Properties March 2011 - October 2012
BNY Mellon June 2009 - December 2010
Kellogg Europe Trading Ltd February 2008 - July 2008
Bracebridge Capital January 2007 - June 2007
Skills
Bank Reconciliation, Accounting, Oracle General Ledger, Wire Transfers, Equity Valuation, Customer Service, General Ledger, Invoice Processing, Microsoft Excel, Purchase Orders, Bloomberg Terminal, SAP, Total Return, Microsoft Office, Access, Lotus Notes, Auditing, Invoicing
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), International Business - Finance
Dublin City University 2007 — 2007
The Walt Disney Family Museum February 2013 - Present
The Walt Disney Family Museum February 2013 - Present
Home Properties March 2011 - October 2012
BNY Mellon June 2009 - December 2010
Kellogg Europe Trading Ltd February 2008 - July 2008
Bracebridge Capital January 2007 - June 2007
Skills
Bank Reconciliation, Accounting, Oracle General Ledger, Wire Transfers, Equity Valuation, Customer Service, General Ledger, Invoice Processing, Microsoft Excel, Purchase Orders, Bloomberg Terminal, SAP, Total Return, Microsoft Office, Access, Lotus Notes, Auditing, Invoicing
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), International Business - Finance
Dublin City University 2007 — 2007
Stephen McGarry Jr. Stephen McGarry Jr.'s BNY Mellon Experience September 2005 - August 2006
Job Human Resources Manager at Cambridge Select Inc.
Industry Internet
Experience
Cambridge Select Inc. August 2014 - Present
Professional Staffing Group October 2012 - August 2014
Wayfair February 2009 - October 2012
Wayfair October 2007 - February 2009
Wayfair January 2007 - October 2007
BNY Mellon September 2005 - August 2006
Wellington Management June 2004 - December 2004
Wellington Management January 2003 - June 2003
Skills
Recruiting, Staffing Services, Temporary Placement, Interviewing Skills, Data Analysis, Project Management, Customer Service, Process Improvement, Microsoft Excel, Vendor Management, Operations Management, Microsoft Office, Business Analysis, Management, PowerPoint, Strategic Planning, Outlook, Performance Management, Change Management, Business Process..., Human Resources, Employee Relations, Onboarding, Applicant Tracking, Talent Acquisition
Education
Dublin City University 2004 — 2005
Bachelor of Arts, European Business
Northeastern University 2000 — 2005
Bachelor of Science (BS), International Business
Cambridge Select Inc. August 2014 - Present
Professional Staffing Group October 2012 - August 2014
Wayfair February 2009 - October 2012
Wayfair October 2007 - February 2009
Wayfair January 2007 - October 2007
BNY Mellon September 2005 - August 2006
Wellington Management June 2004 - December 2004
Wellington Management January 2003 - June 2003
Skills
Recruiting, Staffing Services, Temporary Placement, Interviewing Skills, Data Analysis, Project Management, Customer Service, Process Improvement, Microsoft Excel, Vendor Management, Operations Management, Microsoft Office, Business Analysis, Management, PowerPoint, Strategic Planning, Outlook, Performance Management, Change Management, Business Process..., Human Resources, Employee Relations, Onboarding, Applicant Tracking, Talent Acquisition
Education
Dublin City University 2004 — 2005
Bachelor of Arts, European Business
Northeastern University 2000 — 2005
Bachelor of Science (BS), International Business
Colm Grace Colm Grace's BNY Mellon Experience February 2013 - Present
Job Market Risk Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
First Derivatives August 2011 - Present
State Street September 2012 - January 2013
Citizens Bank April 2012 - June 2012
Citi January 2012 - March 2012
AIB August 2009 - July 2010
Skills
Quantitative Finance, Derivatives, VBA, Fixed Income, R, Capital Markets, SQL, FX Options, Matlab, Unix, Financial Markets, Statistics, Econometrics, Risk Management, Monte Carlo Simulation
Education
Dublin City University 2007 — 2011
Bachelor of Science in Quantitative Finance
Good Counsel College 2002 — 2007
BNY Mellon February 2013 - Present
First Derivatives August 2011 - Present
State Street September 2012 - January 2013
Citizens Bank April 2012 - June 2012
Citi January 2012 - March 2012
AIB August 2009 - July 2010
Skills
Quantitative Finance, Derivatives, VBA, Fixed Income, R, Capital Markets, SQL, FX Options, Matlab, Unix, Financial Markets, Statistics, Econometrics, Risk Management, Monte Carlo Simulation
Education
Dublin City University 2007 — 2011
Bachelor of Science in Quantitative Finance
Good Counsel College 2002 — 2007
Moses Kovalchuk Moses Kovalchuk's BNY Mellon Experience 1993 - 1996
Job Accounting & Finance I Fund Operations I Process Improvement I Organizational Transformation I Systems Implementations
Industry Financial Services
Experience
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
Evan Higgins Evan Higgins's BNY Mellon Experience June 2008 - August 2008
Job Associate at KPMG US
Industry Information Technology and Services
Experience
KPMG US July 2013 - Present
KPMG Advisory March 2012 - September 2012
Signature Community Management, LLC March 2011 - September 2011
Signature Community Management, LLC June 2011 - July 2011
Drexel University September 2008 - March 2011
Allen Partners June 2010 - September 2010
Schwartz for Congress. March 2010 - June 2010
BNY Mellon June 2008 - August 2008
Skills
Microsoft Office, Marketing, German, C++, Microsoft Office 2007, Research, SQL Server, Project Planning, Scrum, Project Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Drexel University - College of Business and Administration 2008 — 2013
B.S.B.A., Finance, Management Information Systems
Universität Mannheim 2011 — 2011
B.S.B.A., Finance and MIS, Junior
KPMG US July 2013 - Present
KPMG Advisory March 2012 - September 2012
Signature Community Management, LLC March 2011 - September 2011
Signature Community Management, LLC June 2011 - July 2011
Drexel University September 2008 - March 2011
Allen Partners June 2010 - September 2010
Schwartz for Congress. March 2010 - June 2010
BNY Mellon June 2008 - August 2008
Skills
Microsoft Office, Marketing, German, C++, Microsoft Office 2007, Research, SQL Server, Project Planning, Scrum, Project Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Drexel University - College of Business and Administration 2008 — 2013
B.S.B.A., Finance, Management Information Systems
Universität Mannheim 2011 — 2011
B.S.B.A., Finance and MIS, Junior
Joseph Shimko's BNY Mellon Experience 1995 - 1997
Job Global Business Unit Director at Stefanini
Industry Outsourcing/Offshoring
Experience
Stefanini 2015 - Present
Hinduja Global Solutions 2013 - 2014
Sutherland Global Services 2009 - 2013
Quatrro (Auxicogent) 2007 - 2009
SLK Global 2006 - 2007
GE Capital 1997 - 2005
BNY Mellon 1995 - 1997
PNC Financial Services 1990 - 1995
ADP 1986 - 1990
Skills
Outsourcing, CRM, Business Development, BPO, Service Delivery, Vendor Management, Offshoring, Management, SaaS, Leadership, Financial Services, Call Centers, Management Consulting, Finance, Investments, Lead Generation, Business Process..., Strategy, Business Transformation, Team Management, Sales Prospecting, Commercial Leasing, Commercial Lending, Solution Selling, Client Services, P&L Management, Direct Sales, Strategic Planning, Contract Negotiation, Pricing Strategy, Introducing New Products, New Service Introduction, Strategic Account..., Strategic Account Growth, Sales Presentations, Needs Assessment, Employment Contracts, Relationship Management, Quotas, Business Travel, Technical Presentations, Cross-functional Team..., Product Marketing, Marketing Strategy, Trade Shows, Technical Sales..., Written Communication, Consultative Selling, Salesforce.com, Strategic Communications
Education
Duquesne University, MBA 1993 — 1995
Master of Business Administration (M.B.A.), Finance Marketing
Duquesne University 1982 — 1986
Bachelor's Degree, Information Systems
Stefanini 2015 - Present
Hinduja Global Solutions 2013 - 2014
Sutherland Global Services 2009 - 2013
Quatrro (Auxicogent) 2007 - 2009
SLK Global 2006 - 2007
GE Capital 1997 - 2005
BNY Mellon 1995 - 1997
PNC Financial Services 1990 - 1995
ADP 1986 - 1990
Skills
Outsourcing, CRM, Business Development, BPO, Service Delivery, Vendor Management, Offshoring, Management, SaaS, Leadership, Financial Services, Call Centers, Management Consulting, Finance, Investments, Lead Generation, Business Process..., Strategy, Business Transformation, Team Management, Sales Prospecting, Commercial Leasing, Commercial Lending, Solution Selling, Client Services, P&L Management, Direct Sales, Strategic Planning, Contract Negotiation, Pricing Strategy, Introducing New Products, New Service Introduction, Strategic Account..., Strategic Account Growth, Sales Presentations, Needs Assessment, Employment Contracts, Relationship Management, Quotas, Business Travel, Technical Presentations, Cross-functional Team..., Product Marketing, Marketing Strategy, Trade Shows, Technical Sales..., Written Communication, Consultative Selling, Salesforce.com, Strategic Communications
Education
Duquesne University, MBA 1993 — 1995
Master of Business Administration (M.B.A.), Finance Marketing
Duquesne University 1982 — 1986
Bachelor's Degree, Information Systems
Christopher Graybeal Christopher Graybeal's BNY Mellon Experience June 2013 - June 2015
Job Senior Associate at BNY Mellon
Industry Information Technology and Services
Experience
ZocDoc July 2015 - Present
BNY Mellon June 2013 - June 2015
Durham Performing Arts Center 2013 - 2013
Skills
Microsoft Excel, Java, Tableau, SQL, Data Analysis, Data Visualization, Requirements Gathering, Matlab, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, HTML, Analysis, Financial Analysis, JavaScript, Leadership, C#, .NET, iMacros
Education
Duke University 2010 — 2014
BS, Computer Science
Duke University 2010 — 2014
Bachelor's degree, Computer Science
Edgemont
Edgemont
ZocDoc July 2015 - Present
BNY Mellon June 2013 - June 2015
Durham Performing Arts Center 2013 - 2013
Skills
Microsoft Excel, Java, Tableau, SQL, Data Analysis, Data Visualization, Requirements Gathering, Matlab, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, HTML, Analysis, Financial Analysis, JavaScript, Leadership, C#, .NET, iMacros
Education
Duke University 2010 — 2014
BS, Computer Science
Duke University 2010 — 2014
Bachelor's degree, Computer Science
Edgemont
Edgemont
Gina R. Johnson Gina R. Johnson's BNY Mellon Experience August 2015 - Present
Job Senior Analyst, Corporate Social Responsibility at BNY Mellon
Industry Publishing
Experience
BNY Mellon August 2015 - Present
Duquesne University August 2014 - July 2015
Durability + Design Magazine, Technology Publishing Co. August 2013 - August 2014
Solar Today Magazine, American Solar Energy Society January 2004 - August 2013
Blue Heron Consulting November 2002 - January 2004
Energy Customer Management, Public Utilities Reports December 2000 - November 2002
Public Utilities Reports October 1998 - December 2000
Key Communications May 1997 - October 1998
Skills
Editing, Journalism, Energy, Magazines, Copy Editing, Technical Writing, Marketing Communications, Public Relations, Social Media, Copywriting, Publications, Business Development, Newsletters, Marketing, Blogging, Sustainability, Solar Energy, Energy Efficiency, Renewable Energy, Photovoltaics, Program Management, Advertising, Editorial, Cleantech, Press Releases, Sustainability..., Corporate Communications, Energy Policy, Strategic Communications, Alternative Energy, Sustainable Energy, Green Technology, Corporate Social..., Sustainable Business, Solar PV, Wind, Energy Conservation, Management, Energy Audits, Feature Articles, Online Publishing
Education
Duquesne University 2014 — 2015
MBA Sustainability
George Mason University
M.A.
Ohio University, E.W. Scripps School of Journalism
B.S.
BNY Mellon August 2015 - Present
Duquesne University August 2014 - July 2015
Durability + Design Magazine, Technology Publishing Co. August 2013 - August 2014
Solar Today Magazine, American Solar Energy Society January 2004 - August 2013
Blue Heron Consulting November 2002 - January 2004
Energy Customer Management, Public Utilities Reports December 2000 - November 2002
Public Utilities Reports October 1998 - December 2000
Key Communications May 1997 - October 1998
Skills
Editing, Journalism, Energy, Magazines, Copy Editing, Technical Writing, Marketing Communications, Public Relations, Social Media, Copywriting, Publications, Business Development, Newsletters, Marketing, Blogging, Sustainability, Solar Energy, Energy Efficiency, Renewable Energy, Photovoltaics, Program Management, Advertising, Editorial, Cleantech, Press Releases, Sustainability..., Corporate Communications, Energy Policy, Strategic Communications, Alternative Energy, Sustainable Energy, Green Technology, Corporate Social..., Sustainable Business, Solar PV, Wind, Energy Conservation, Management, Energy Audits, Feature Articles, Online Publishing
Education
Duquesne University 2014 — 2015
MBA Sustainability
George Mason University
M.A.
Ohio University, E.W. Scripps School of Journalism
B.S.
Aneta Markowska Aneta Markowska's BNY Mellon Experience 1999 - 2001
Job Chief US Economist at Société Générale
Industry Investment Banking
Experience
Société Générale November 2011 - Present
Societe Generale Corporate & Investment Banking May 2005 - November 2011
Ardent Research 2003 - 2005
BNY Mellon 1999 - 2001
Skills
Financial Markets, Fixed Income, Macroeconomics, Capital Markets, Bloomberg, Econometrics, Investment Banking, Economics, Equities, Valuation, Bonds, Quantitative Analytics, Eviews
Education
NYU 2001 — 2003
MS, Economics
Drexel University - College of Business and Administration 1994 — 1999
BS, Finance and Economics
Société Générale November 2011 - Present
Societe Generale Corporate & Investment Banking May 2005 - November 2011
Ardent Research 2003 - 2005
BNY Mellon 1999 - 2001
Skills
Financial Markets, Fixed Income, Macroeconomics, Capital Markets, Bloomberg, Econometrics, Investment Banking, Economics, Equities, Valuation, Bonds, Quantitative Analytics, Eviews
Education
NYU 2001 — 2003
MS, Economics
Drexel University - College of Business and Administration 1994 — 1999
BS, Finance and Economics
Alan Doyle's BNY Mellon Experience March 2010 - March 2011
Job Department Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group June 2015 - Present
BMO Financial Group October 2012 - June 2015
State Street Global Advisors Ireland March 2011 - April 2012
BNY Mellon March 2010 - March 2011
PNC Global Investment Services December 2006 - August 2008
Skills
Public Speaking, Communication, Numerical Ability, Methodical, Client Relations Skills, Team Leadership, Project Coordination, Mutual Funds, Fixed Income, Corporate Actions, Asset Management, CRM, Portfolio Management, Equities, Trading, Financial Analysis, Securities, Financial Services, Management, Investments, FX Options, Hedge Funds
Education
Dublin Institute of Technology 2002 — 2006
Bachelor of Science (B.Sc.), Business Management
Terenure College 1995 — 2001
BMO Financial Group June 2015 - Present
BMO Financial Group October 2012 - June 2015
State Street Global Advisors Ireland March 2011 - April 2012
BNY Mellon March 2010 - March 2011
PNC Global Investment Services December 2006 - August 2008
Skills
Public Speaking, Communication, Numerical Ability, Methodical, Client Relations Skills, Team Leadership, Project Coordination, Mutual Funds, Fixed Income, Corporate Actions, Asset Management, CRM, Portfolio Management, Equities, Trading, Financial Analysis, Securities, Financial Services, Management, Investments, FX Options, Hedge Funds
Education
Dublin Institute of Technology 2002 — 2006
Bachelor of Science (B.Sc.), Business Management
Terenure College 1995 — 2001
Bernard Liu Bernard Liu's BNY Mellon Experience June 2014 - June 2015
Job Strategic Partnerships Data Analyst at Criteo
Industry Information Technology and Services
Experience
Criteo August 2015 - Present
BNY Mellon June 2014 - June 2015
BNY Mellon May 2013 - August 2013
Tishman Speyer May 2011 - August 2011
Skills
Tableau, Econometrics, Statistical Analysis, Matlab, Mathematical Modeling, Financial Forecasting, Ordinary/ Partial..., Linear Algebra, Currency Hedging, Salesforce.com, SQL, Mathematical Simulations, Microsoft Excel, PowerPoint, Microsoft Office, Foreign Exchange, Research, Microsoft Word, Maple, Java, C++, SPSS, Data Analysis, Statistics, Analysis, Leadership, Project Management, Public Speaking, Social Media
Education
Duke University 2010 — 2014
Bachelor's Degree, Mechanical Engineering, Economics
University of New South Wales 2012 — 2012
Mechanical Engineering and Commerce
Criteo August 2015 - Present
BNY Mellon June 2014 - June 2015
BNY Mellon May 2013 - August 2013
Tishman Speyer May 2011 - August 2011
Skills
Tableau, Econometrics, Statistical Analysis, Matlab, Mathematical Modeling, Financial Forecasting, Ordinary/ Partial..., Linear Algebra, Currency Hedging, Salesforce.com, SQL, Mathematical Simulations, Microsoft Excel, PowerPoint, Microsoft Office, Foreign Exchange, Research, Microsoft Word, Maple, Java, C++, SPSS, Data Analysis, Statistics, Analysis, Leadership, Project Management, Public Speaking, Social Media
Education
Duke University 2010 — 2014
Bachelor's Degree, Mechanical Engineering, Economics
University of New South Wales 2012 — 2012
Mechanical Engineering and Commerce
Imani Wilson Imani Wilson's BNY Mellon Experience October 2012 - Present
Job Client Treasury Senior Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Rohm and Haas 2005 - 2009
Mellon Bank 1997 - 2004
Skills
Microsoft Office, Customer Service, Research, English, Strategic Planning, FX Derivatives, FX Hedging, FX Options, SAP R/3, SWIFT payments, Windows, Budget, Teaching, Negotiation, FX trading, Misys, CitiDirect, Budgeting and...
Education
Drexel University 2010 — 2011
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Peirce College 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
BNY Mellon October 2012 - Present
Rohm and Haas 2005 - 2009
Mellon Bank 1997 - 2004
Skills
Microsoft Office, Customer Service, Research, English, Strategic Planning, FX Derivatives, FX Hedging, FX Options, SAP R/3, SWIFT payments, Windows, Budget, Teaching, Negotiation, FX trading, Misys, CitiDirect, Budgeting and...
Education
Drexel University 2010 — 2011
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Peirce College 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
Matthew Geragi Matthew Geragi's BNY Mellon Experience April 2012 - May 2013
Job MBA | Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems June 2013 - Present
BNY Mellon April 2012 - May 2013
Pershing, a BNY Mellon company January 2011 - April 2012
BNY Mellon October 2007 - January 2011
Delaware Investments / BNYMellon June 2007 - January 2009
Delaware Investments, a member of the Macquarie Group December 2005 - June 2007
Delaware Investments, a member of the Macquarie Group February 2004 - December 2005
Education
Drexel University - LeBow College of Business 2006 — 2009
MBA, Financial Management
University of Delaware 1999 — 2003
BS, Finance
Eagle Investment Systems June 2013 - Present
BNY Mellon April 2012 - May 2013
Pershing, a BNY Mellon company January 2011 - April 2012
BNY Mellon October 2007 - January 2011
Delaware Investments / BNYMellon June 2007 - January 2009
Delaware Investments, a member of the Macquarie Group December 2005 - June 2007
Delaware Investments, a member of the Macquarie Group February 2004 - December 2005
Education
Drexel University - LeBow College of Business 2006 — 2009
MBA, Financial Management
University of Delaware 1999 — 2003
BS, Finance
Robert Hobbs Robert Hobbs's BNY Mellon Experience September 2013 - September 2014
Job Opperations Assistant at Local Projects
Industry Financial Services
Experience
Local Projects December 2014 - September 2015
BNY Mellon September 2013 - September 2014
DataSolutions February 2012 - August 2012
Skills
Project Planning, Statistics, CRM, Time Management, Customer Service, Banking, Financial Services, Business Analysis, Economics, Sales, Teamwork
Education
Dublin Institute of Technology 2008 — 2013
Bachelor of Science (B.Sc.), Retail & Services Management, Second-class honours, upper division (2:1)
Dublin Institute of Technology 2008 — 2010
Higher Certificate, Retail Mgmt & Marketing
St. Michaels College, Dublin 2002 — 2008
Leaving Certificate
Local Projects December 2014 - September 2015
BNY Mellon September 2013 - September 2014
DataSolutions February 2012 - August 2012
Skills
Project Planning, Statistics, CRM, Time Management, Customer Service, Banking, Financial Services, Business Analysis, Economics, Sales, Teamwork
Education
Dublin Institute of Technology 2008 — 2013
Bachelor of Science (B.Sc.), Retail & Services Management, Second-class honours, upper division (2:1)
Dublin Institute of Technology 2008 — 2010
Higher Certificate, Retail Mgmt & Marketing
St. Michaels College, Dublin 2002 — 2008
Leaving Certificate
Glenn Brynan Glenn Brynan's BNY Mellon Experience July 2010 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 2002 - July 2010
First Data Corporation January 1998 - March 2002
FPS Services, Inc. April 1985 - January 1998
Skills
Project Management, Account Reconciliation, Mutual Funds, Operations Management, Problem Solving, Financial Analysis, Analytical Skills, Microsoft Excel, ETFs, Business Analysis, Financial Services, Transfer Agency, Fund Accounting, Accounting, Process Improvement, Settlement, Hedge Funds, Asset Management, Fixed Income, Equities, Banking, Risk Management, Investments, Bloomberg
Education
Drexel University 1979 — 1981
N/A, Accounting and Business/Management
Central High School 1975 — 1979
Academic
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 2002 - July 2010
First Data Corporation January 1998 - March 2002
FPS Services, Inc. April 1985 - January 1998
Skills
Project Management, Account Reconciliation, Mutual Funds, Operations Management, Problem Solving, Financial Analysis, Analytical Skills, Microsoft Excel, ETFs, Business Analysis, Financial Services, Transfer Agency, Fund Accounting, Accounting, Process Improvement, Settlement, Hedge Funds, Asset Management, Fixed Income, Equities, Banking, Risk Management, Investments, Bloomberg
Education
Drexel University 1979 — 1981
N/A, Accounting and Business/Management
Central High School 1975 — 1979
Academic
David Farah's BNY Mellon Experience February 2014 - Present
Job Program Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
BNY Mellon January 2013 - February 2014
BNY Mellon June 2012 - December 2012
Duquesne University August 2011 - June 2012
Joseph S. Bielecki Estate Attorney May 2009 - August 2011
Skills
Information Technology, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Office, Project Portfolio..., Agile Project Management, Project Management, Web Applications, Web Development, Web Design, Budgets, Business Analysis, Training, PowerPoint, Management, Customer Service, Microsoft Excel, Public Speaking, Process Improvement, Data Analysis
Education
Duquesne University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 2007 — 2011
Bachelor of Science (B.S.), Finance
BNY Mellon February 2014 - Present
BNY Mellon January 2013 - February 2014
BNY Mellon June 2012 - December 2012
Duquesne University August 2011 - June 2012
Joseph S. Bielecki Estate Attorney May 2009 - August 2011
Skills
Information Technology, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Office, Project Portfolio..., Agile Project Management, Project Management, Web Applications, Web Development, Web Design, Budgets, Business Analysis, Training, PowerPoint, Management, Customer Service, Microsoft Excel, Public Speaking, Process Improvement, Data Analysis
Education
Duquesne University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 2007 — 2011
Bachelor of Science (B.S.), Finance
Sarah Stimson Sarah Stimson's BNY Mellon Experience July 1987 - June 1991
Job Marketing Director North America Marketing at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 1993 - Present
BNY Mellon July 1987 - June 1991
Skills
Consumer Products, Brand Equity, Marketing Strategy, Talent Management, Recruiting, College Recruiting, Brand Management, People Development, Employee Training
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), Marketing
Duke University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Procter & Gamble August 1993 - Present
BNY Mellon July 1987 - June 1991
Skills
Consumer Products, Brand Equity, Marketing Strategy, Talent Management, Recruiting, College Recruiting, Brand Management, People Development, Employee Training
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), Marketing
Duke University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Joanne Ronane Joanne Ronane's BNY Mellon Experience February 2015 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon May 2012 - Present
BNY Mellon March 2007 - March 2012
Goldman Sachs 2006 - 2007
Invesco Ltd (Ireland) July 2003 - 2006
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Mutual Funds, Asset Managment, Alternative Investments, Capital Markets, Equities, Corporate Actions, Derivatives, Bloomberg, Financial Services, Securities, Financial Markets, Investment Banking, AML, Portfolio Management, Investments, Investment Management, Fixed Income, Asset Management
Education
The Institute of Bankers, Ireland 2005 — 2006
Professional Diploma in Compliance
Dublin City University
BA, Applied Languages - French and German
BNY Mellon February 2015 - Present
BNY Mellon May 2012 - Present
BNY Mellon March 2007 - March 2012
Goldman Sachs 2006 - 2007
Invesco Ltd (Ireland) July 2003 - 2006
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Mutual Funds, Asset Managment, Alternative Investments, Capital Markets, Equities, Corporate Actions, Derivatives, Bloomberg, Financial Services, Securities, Financial Markets, Investment Banking, AML, Portfolio Management, Investments, Investment Management, Fixed Income, Asset Management
Education
The Institute of Bankers, Ireland 2005 — 2006
Professional Diploma in Compliance
Dublin City University
BA, Applied Languages - French and German
Edward Kim Edward Kim's BNY Mellon Experience July 1997 - February 2004
Job Systems Engineer at Cisco Systems, Inc.
Industry Information Technology and Services
Experience
Cisco March 2006 - Present
Coventry Health Care, an Aetna Company February 2004 - February 2006
BNY Mellon July 1997 - February 2004
Skills
Cisco Technologies, VoIP, Unified Communications, QoS, Telecommunications, CCIE, Visio, Security, Routing, Virtualization, Firewalls, Network Design, Disaster Recovery, Cisco IOS, Troubleshooting, Wireless Networking, Cisco Call Manager, Information Technology, IP
Education
Duke University 2008 — 2012
Master's degree, Engineering Management
Carnegie Mellon University 1994 — 1998
Bachelor's degree
Cisco March 2006 - Present
Coventry Health Care, an Aetna Company February 2004 - February 2006
BNY Mellon July 1997 - February 2004
Skills
Cisco Technologies, VoIP, Unified Communications, QoS, Telecommunications, CCIE, Visio, Security, Routing, Virtualization, Firewalls, Network Design, Disaster Recovery, Cisco IOS, Troubleshooting, Wireless Networking, Cisco Call Manager, Information Technology, IP
Education
Duke University 2008 — 2012
Master's degree, Engineering Management
Carnegie Mellon University 1994 — 1998
Bachelor's degree
Adam Kelly Adam Kelly's BNY Mellon Experience June 2002 - October 2003
Job Compliance Manager
Industry Financial Services
Experience
Virtus Investment Partners November 2014 - Present
Gage Wiley / New England Capital / GWG Insurance Agency January 2012 - September 2013
The Trustmont Group August 2010 - December 2011
Hofbrauhaus Pittsburgh February 2009 - February 2010
PNC Investments March 2004 - December 2008
BNY Mellon June 2002 - October 2003
BNY Mellon June 1999 - June 2002
BNY Mellon March 1998 - June 1999
Skills
Mutual Funds, Investments, Equities, Due Diligence, Series 7, Financial Services, Bonds, Trading, FINRA, Alternative Investments, Banking, Insurance, Accounting, Back Office, Investment Advisory, Series 24, Finance, Fixed Income, Options, Venture Capital, Operations Management, Business Process..., Business Strategy, Budgets, Project Management, Compliance, Policy and Procedure..., Team-oriented, Determination, Highly detail oriented, Passionate about work, Passion for Helping..., Financial Analysis, Result Oriented, Managing Change, Anti Money Laundering, Employee Training, Risk Management, Securities, Series 63, AML, Asset Management, Wealth Management, Financial Risk, Hedge Funds, Investment Management, Asset Allocation, Uniform Combined State..., Financial Advisory
Education
Duquesne University 2004 — 2008
MBA, Business Administration
Robert Morris University
B.S.B.A., Finance
Virtus Investment Partners November 2014 - Present
Gage Wiley / New England Capital / GWG Insurance Agency January 2012 - September 2013
The Trustmont Group August 2010 - December 2011
Hofbrauhaus Pittsburgh February 2009 - February 2010
PNC Investments March 2004 - December 2008
BNY Mellon June 2002 - October 2003
BNY Mellon June 1999 - June 2002
BNY Mellon March 1998 - June 1999
Skills
Mutual Funds, Investments, Equities, Due Diligence, Series 7, Financial Services, Bonds, Trading, FINRA, Alternative Investments, Banking, Insurance, Accounting, Back Office, Investment Advisory, Series 24, Finance, Fixed Income, Options, Venture Capital, Operations Management, Business Process..., Business Strategy, Budgets, Project Management, Compliance, Policy and Procedure..., Team-oriented, Determination, Highly detail oriented, Passionate about work, Passion for Helping..., Financial Analysis, Result Oriented, Managing Change, Anti Money Laundering, Employee Training, Risk Management, Securities, Series 63, AML, Asset Management, Wealth Management, Financial Risk, Hedge Funds, Investment Management, Asset Allocation, Uniform Combined State..., Financial Advisory
Education
Duquesne University 2004 — 2008
MBA, Business Administration
Robert Morris University
B.S.B.A., Finance
Steven Narbus Steven Narbus's BNY Mellon Experience February 2004 - October 2013
Job Vice President, Relationship Manager at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management October 2013 - Present
BNY Mellon February 2004 - October 2013
PNC Investments August 1997 - February 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Mutual Funds, Credit, Private Banking
Education
Drexel University
Bachelor of Science (BS), Business Administration and Management
TD Wealth Management October 2013 - Present
BNY Mellon February 2004 - October 2013
PNC Investments August 1997 - February 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Mutual Funds, Credit, Private Banking
Education
Drexel University
Bachelor of Science (BS), Business Administration and Management
Jim Cecere Jim Cecere's BNY Mellon Experience August 2014 - Present
Job Global Business Executive
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - Present
BNY Mellon October 2009 - September 2012
Marc Capital Group, LLC December 2007 - October 2009
The Vanguard Group October 2002 - August 2007
JPMorgan October 1992 - September 2002
Skills
Asset Managment, Risk Management, Banking, Product Management, ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Fixed Income, Equities, Capital Markets, Financial Services, Financial Markets, Derivatives, Foreign Exchange, Bloomberg, Strategy, Asset Management, Portfolio Management, Series 7, FX Options, Start-ups, Investments, Business Development, Bonds, Investment Banking, Corporate Actions, Relationship Management, Investment Management, Investment Strategies, Emerging Markets, Funding, Fund Administration, Cash Management, CRM, Trading, Wealth Management, Asset Allocation, Options, Series 63, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business Administration
New York University 1997 — 1998
Certificate, International Business
Hobart and William Smith Colleges 1987 — 1991
BA, American Studies/Political Science
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - Present
BNY Mellon October 2009 - September 2012
Marc Capital Group, LLC December 2007 - October 2009
The Vanguard Group October 2002 - August 2007
JPMorgan October 1992 - September 2002
Skills
Asset Managment, Risk Management, Banking, Product Management, ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Fixed Income, Equities, Capital Markets, Financial Services, Financial Markets, Derivatives, Foreign Exchange, Bloomberg, Strategy, Asset Management, Portfolio Management, Series 7, FX Options, Start-ups, Investments, Business Development, Bonds, Investment Banking, Corporate Actions, Relationship Management, Investment Management, Investment Strategies, Emerging Markets, Funding, Fund Administration, Cash Management, CRM, Trading, Wealth Management, Asset Allocation, Options, Series 63, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business Administration
New York University 1997 — 1998
Certificate, International Business
Hobart and William Smith Colleges 1987 — 1991
BA, American Studies/Political Science
Cameron O. Anderson Cameron O. Anderson's BNY Mellon Experience 2011 - 2014
Job Certified Management Consultant
Industry Professional Training & Coaching
Experience
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
e-roleplay Inc December 2012 - Present
Anderson Sabourin Consulting Inc. April 2008 - Present
Bank of America June 2013 - January 2015
SunTrust Bank 2014 - 2015
The Lubrizol Corporation 2013 - 2015
BT 2013 - 2014
Charles Schwab 2012 - 2014
AFD Petroleum Ltd. 2011 - 2014
BNY Mellon 2011 - 2014
BMO Financial Group February 2008 - 2014
Skills
Capital Markets, Change Management, Strategic Planning, Business Analysis, Equities, Investments, Securities, Portfolio Management, Asset Managment, Financial Services, Business Strategy, Wealth Management, Risk Management, Coaching, Investment Banking, Fixed Income, Program Management, Requirements Analysis, Financial Analysis, Finance, Training, Banking, Strategy, Leadership, Employee Training, Consulting, Mergers & Acquisitions, Financial Risk
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Strategy and Finance
Queen's University 1981 — 1985
B.A. (Hons.), Politics, History and Economics
Duke University
MOOC, Behavioral Economics; Game Theory;
JERRELL SMITH JERRELL SMITH's BNY Mellon Experience August 2006 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon August 2006 - March 2011
diabetic medical equipment diagnostics February 2002 - February 2006
Education
Drexel University 2001 — 2006
Bachelor's of Science, Communications
BNY Mellon August 2006 - March 2011
diabetic medical equipment diagnostics February 2002 - February 2006
Education
Drexel University 2001 — 2006
Bachelor's of Science, Communications
Amanda Morley Amanda Morley's BNY Mellon Experience November 2008 - December 2010
Job Vice President, CCSo Planning & Analysis at JP Morgan Chase
Industry Accounting
Experience
JP Morgan Chase April 2015 - Present
JP Morgan Chase May 2013 - April 2015
JP Morgan Chase January 2011 - April 2013
BNY Mellon November 2008 - December 2010
Resource America, Inc. April 2005 - November 2008
The Vanguard Group 2003 - 2005
LEAF Financial Corporation 2003 - 2003
Education
Drexel University - College of Business and Administration 2001 — 2003
MBA, Finance/ Marketing
Penn State University 1997 — 2001
Marketing
JP Morgan Chase April 2015 - Present
JP Morgan Chase May 2013 - April 2015
JP Morgan Chase January 2011 - April 2013
BNY Mellon November 2008 - December 2010
Resource America, Inc. April 2005 - November 2008
The Vanguard Group 2003 - 2005
LEAF Financial Corporation 2003 - 2003
Education
Drexel University - College of Business and Administration 2001 — 2003
MBA, Finance/ Marketing
Penn State University 1997 — 2001
Marketing
Michael Kheifetz Michael Kheifetz's BNY Mellon Experience July 2010 - Present
Job Tax Accountant at stephano slack
Industry Accounting
Experience
BNY Mellon July 2010 - Present
stephano slack November 2012 - May 2013
Heffler, Radetich & Saitta LLP April 2009 - January 2010
Deloitte & Touche LLP September 2007 - March 2008
VIASYS Healthcare Inc September 2006 - August 2007
InterDigital Communications CorporationKing of Prussia, PA September 2005 - March 2006
Skills
Tax, Accounting, General Ledger, Fixed Assets, Accounts Payable, International Tax, Partnership Taxation, Tax Returns, Journal Entries, Analysis, External Audit, Sales Tax, MIS, Sarbanes-Oxley, Tax Research, Financial Reporting, Tax Preparation, Tax Accounting, Income Tax, GAAP, Financial Statements, Corporate Tax, Financial Accounting, Account Reconciliation, Auditing, Sarbanes-Oxley Act, US GAAP, SEC filings, CPA
Education
Drexel University 2004 — 2009
BS, Business Administration; Accounting, Finance, Economics, Cumme Laude: 3.63 G.P.A
George Washington HS 2001 — 2004
BNY Mellon July 2010 - Present
stephano slack November 2012 - May 2013
Heffler, Radetich & Saitta LLP April 2009 - January 2010
Deloitte & Touche LLP September 2007 - March 2008
VIASYS Healthcare Inc September 2006 - August 2007
InterDigital Communications CorporationKing of Prussia, PA September 2005 - March 2006
Skills
Tax, Accounting, General Ledger, Fixed Assets, Accounts Payable, International Tax, Partnership Taxation, Tax Returns, Journal Entries, Analysis, External Audit, Sales Tax, MIS, Sarbanes-Oxley, Tax Research, Financial Reporting, Tax Preparation, Tax Accounting, Income Tax, GAAP, Financial Statements, Corporate Tax, Financial Accounting, Account Reconciliation, Auditing, Sarbanes-Oxley Act, US GAAP, SEC filings, CPA
Education
Drexel University 2004 — 2009
BS, Business Administration; Accounting, Finance, Economics, Cumme Laude: 3.63 G.P.A
George Washington HS 2001 — 2004
Oleg Shatsov Oleg Shatsov's BNY Mellon Experience May 2008 - July 2009
Job SQL Server Database Analyst/Developer
Industry Information Technology and Services
Experience
Berkadia April 2015 - July 2015
Family Planning Council August 2012 - July 2014
Lincoln Financial Group August 2010 - January 2012
Harte Hanks September 2009 - January 2010
BNY Mellon May 2008 - July 2009
SDI Health 2007 - 2008
Independence Blue Cross 2004 - 2006
Skills
SQL Server 2000-2008, SSIS, T-SQL, Business Analysis, Microsoft SQL Server, Analysis Services, Databases, Data Analysis, Stored Procedures, Database Design, ETL
Education
Drexel University
Computer Science
Berkadia April 2015 - July 2015
Family Planning Council August 2012 - July 2014
Lincoln Financial Group August 2010 - January 2012
Harte Hanks September 2009 - January 2010
BNY Mellon May 2008 - July 2009
SDI Health 2007 - 2008
Independence Blue Cross 2004 - 2006
Skills
SQL Server 2000-2008, SSIS, T-SQL, Business Analysis, Microsoft SQL Server, Analysis Services, Databases, Data Analysis, Stored Procedures, Database Design, ETL
Education
Drexel University
Computer Science
Jordan Mulligan Jordan Mulligan's BNY Mellon Experience June 2012 - August 2013
Job Accounting Manager at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2015 - Present
Hartford Funds August 2013 - April 2015
BNY Mellon June 2012 - August 2013
Skills
Account Reconciliation, PowerPoint, Financial Statements, Microsoft Office, Microsoft Word, Lotus Notes, Fundraising, Bank Reconciliation, Accounting, Financial Analysis, PowerPoint skills, Excel, Outlook, IAX, Bloomberg Terminal, Mutual Funds, VBA, Fund Accounting, Derivatives, Options, Futures, Internal Controls, Financial Statement..., Pivot Tables, Accruals, General Ledger, Financial Accounting, Variance Analysis, Journal Entries, P, Financial Reporting, FINRA, Ariba, PeopleSoft, Salesvision, AssureNet, US GAAP
Education
Drexel University 2015 — 2017
Master of Business Administration (MBA), Business analytics
Widener University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Hartford Funds April 2015 - Present
Hartford Funds August 2013 - April 2015
BNY Mellon June 2012 - August 2013
Skills
Account Reconciliation, PowerPoint, Financial Statements, Microsoft Office, Microsoft Word, Lotus Notes, Fundraising, Bank Reconciliation, Accounting, Financial Analysis, PowerPoint skills, Excel, Outlook, IAX, Bloomberg Terminal, Mutual Funds, VBA, Fund Accounting, Derivatives, Options, Futures, Internal Controls, Financial Statement..., Pivot Tables, Accruals, General Ledger, Financial Accounting, Variance Analysis, Journal Entries, P, Financial Reporting, FINRA, Ariba, PeopleSoft, Salesvision, AssureNet, US GAAP
Education
Drexel University 2015 — 2017
Master of Business Administration (MBA), Business analytics
Widener University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
lalith krishna lalith krishna's BNY Mellon Experience May 2013 - October 2013
Job President at Optimized Business Intelligence
Industry Information Technology and Services
Experience
Optimized Business Intelligence July 2014 - Present
Invensys inc November 2013 - June 2014
BNY Mellon May 2013 - October 2013
First Northern Bank & Trust Co March 2013 - May 2013
Invensys Inc October 2005 - February 2013
Skills
TM1, Project Management, Process Improvement, Business Analysis, Management, Integration, SDLC, Change Management, Requirements Analysis, Program Management, Software Project..., Risk Management, Financial Analysis, Software Development, Agile Methodologies, SQL, Microsoft Office, Automation, Microsoft SQL Server, Testing
Education
Duke University 2011 — 2011
Masters in Public Policy
Optimized Business Intelligence July 2014 - Present
Invensys inc November 2013 - June 2014
BNY Mellon May 2013 - October 2013
First Northern Bank & Trust Co March 2013 - May 2013
Invensys Inc October 2005 - February 2013
Skills
TM1, Project Management, Process Improvement, Business Analysis, Management, Integration, SDLC, Change Management, Requirements Analysis, Program Management, Software Project..., Risk Management, Financial Analysis, Software Development, Agile Methodologies, SQL, Microsoft Office, Automation, Microsoft SQL Server, Testing
Education
Duke University 2011 — 2011
Masters in Public Policy
Katie Heinritz Katie Heinritz's BNY Mellon Experience February 2009 - October 2014
Job Talent Acquisition / University Recruiting
Industry Human Resources
Experience
Alcoa April 2015 - Present
Alcoa November 2014 - April 2015
BNY Mellon February 2009 - October 2014
Katz Graduate School of Business, University of Pittsburgh 2003 - 2009
Bestfoods Baking Company 2000 - 2003
George Weston Bakeries 2000 - 2003
Skills
Project Management, Strategic Planning, Leadership, Employee Relations, Recruiting, Talent Management, Resume Writing, Interviews, Career Counseling, College Recruiting, Financial Services, Leadership Development, Marketing, Human Resources, Talent Acquisition, Organizational..., Employee Engagement
Education
Duke University 1996 — 2000
BA
Alcoa April 2015 - Present
Alcoa November 2014 - April 2015
BNY Mellon February 2009 - October 2014
Katz Graduate School of Business, University of Pittsburgh 2003 - 2009
Bestfoods Baking Company 2000 - 2003
George Weston Bakeries 2000 - 2003
Skills
Project Management, Strategic Planning, Leadership, Employee Relations, Recruiting, Talent Management, Resume Writing, Interviews, Career Counseling, College Recruiting, Financial Services, Leadership Development, Marketing, Human Resources, Talent Acquisition, Organizational..., Employee Engagement
Education
Duke University 1996 — 2000
BA
Matthew Certner's BNY Mellon Experience June 2012 - August 2012
Job Senior Consultant at IBM
Industry Management Consulting
Experience
IBM, Interactive Experience & Mobile November 2014 - Present
IBM, Global Business Services July 2013 - Present
SNAP, Inc. April 2005 - Present
BNY Mellon June 2012 - August 2012
China Solutions LLC August 2011 - December 2011
Social Entrepreneur Corps May 2011 - July 2011
Duke University (Computer Science Department) August 2010 - January 2011
Skills
HTML, Microsoft Office, Excel, PowerPoint, Photoshop, Adobe Creative Suite, Web Development, Bloomberg, Eclipse, SFA, Entrepreneurship, Microsoft Excel, Market Research, Analysis, Project Management
Education
Duke University 2009 — 2013
BA, International Comparative Studies, Markets and Management Certificate
华东师范大学 (East China Normal University)
Coursework: Chinese Economics, Marketing, Chinese Language
IBM, Interactive Experience & Mobile November 2014 - Present
IBM, Global Business Services July 2013 - Present
SNAP, Inc. April 2005 - Present
BNY Mellon June 2012 - August 2012
China Solutions LLC August 2011 - December 2011
Social Entrepreneur Corps May 2011 - July 2011
Duke University (Computer Science Department) August 2010 - January 2011
Skills
HTML, Microsoft Office, Excel, PowerPoint, Photoshop, Adobe Creative Suite, Web Development, Bloomberg, Eclipse, SFA, Entrepreneurship, Microsoft Excel, Market Research, Analysis, Project Management
Education
Duke University 2009 — 2013
BA, International Comparative Studies, Markets and Management Certificate
华东师范大学 (East China Normal University)
Coursework: Chinese Economics, Marketing, Chinese Language
Charlotte Ellsworth Charlotte Ellsworth's BNY Mellon Experience May 2013 - June 2014
Job Service Delivery Coordinator at CSC
Industry Information Technology and Services
Experience
CSC June 2014 - Present
BNY Mellon May 2013 - June 2014
Denver Christian High School June 2009 - August 2009
Skills
Microsoft Office, SQL, Windows, Microsoft Excel, PowerPoint, Microsoft Word, MySQL, Teamwork, Microsoft Visio, Microsoft Access, Microsoft Office...
Education
Duquesne University 2010 — 2014
Bachelor of Science, Business Administration, Information Systems Management; Marketing, Sophomore
Denver Christian High School 2006 — 2010
Diploma
CSC June 2014 - Present
BNY Mellon May 2013 - June 2014
Denver Christian High School June 2009 - August 2009
Skills
Microsoft Office, SQL, Windows, Microsoft Excel, PowerPoint, Microsoft Word, MySQL, Teamwork, Microsoft Visio, Microsoft Access, Microsoft Office...
Education
Duquesne University 2010 — 2014
Bachelor of Science, Business Administration, Information Systems Management; Marketing, Sophomore
Denver Christian High School 2006 — 2010
Diploma
Andrea Solorzano Andrea Solorzano's BNY Mellon Experience April 2014 - Present
Job Securities Pricing Analyst
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
NAVSUP Weapon System Support October 2009 - March 2014
Liberty Tax Service January 2011 - April 2011
Receivable Solutions, Inc June 2009 - October 2009
Skills
Microsoft Excel, SAP, Microsoft Word, Tax Preparation, Access, Outlook, Bloomberg, ERP, Government, Analytics, Securities, Bloomberg Terminal
Education
Drexel University - LeBow College of Business 2014 — 2017
Master of Science (M.S.), Finance
Drexel University - LeBow College of Business 2014 — 2017
Master of Business Administration (MBA)
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
The American University of Rome 2008 — 2008
BNY Mellon April 2014 - Present
NAVSUP Weapon System Support October 2009 - March 2014
Liberty Tax Service January 2011 - April 2011
Receivable Solutions, Inc June 2009 - October 2009
Skills
Microsoft Excel, SAP, Microsoft Word, Tax Preparation, Access, Outlook, Bloomberg, ERP, Government, Analytics, Securities, Bloomberg Terminal
Education
Drexel University - LeBow College of Business 2014 — 2017
Master of Science (M.S.), Finance
Drexel University - LeBow College of Business 2014 — 2017
Master of Business Administration (MBA)
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
The American University of Rome 2008 — 2008
Susan Berndt Szasz Susan Berndt Szasz's BNY Mellon Experience November 1987 - 1990
Job Executive Business Consultant
Industry Human Resources
Experience
Hewlett-Packard 2000 - 2002
Hewlett-Packard 1998 - 2000
Hewlett-Packard 1995 - 1998
Haas School of Business 1994 - 1994
AT&T 1991 - 1993
BNY Mellon November 1987 - 1990
Skills
Program Management, Large Group Facilitation, Executive Coaching, Leadership Development, Analysis, Management Consulting, Public Speaking, Conflict Resolution, Training & Development, Learning, Building Relationships, Team Building, Team Leadership, 360 Feedback, Assessment
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Business
Duke University 1983 — 1987
BA, Economics, French
Hewlett-Packard 2000 - 2002
Hewlett-Packard 1998 - 2000
Hewlett-Packard 1995 - 1998
Haas School of Business 1994 - 1994
AT&T 1991 - 1993
BNY Mellon November 1987 - 1990
Skills
Program Management, Large Group Facilitation, Executive Coaching, Leadership Development, Analysis, Management Consulting, Public Speaking, Conflict Resolution, Training & Development, Learning, Building Relationships, Team Building, Team Leadership, 360 Feedback, Assessment
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Business
Duke University 1983 — 1987
BA, Economics, French
Tekky Andrew-Jaja Tekky Andrew-Jaja's BNY Mellon Experience September 2013 - Present
Job Senior Project Manager at BNY Mellon
Industry Market Research
Experience
BNY Mellon September 2013 - Present
Internet-Based Website Development 2011 - Present
Fuqua School of Business July 2010 - May 2012
Dick's Sporting Goods June 2011 - August 2011
Xerox April 2007 - July 2010
Document Soultions North, Inc., Subsidiary of Xerox March 2006 - April 2007
Skills
Marketing, CRM, Proposal Writing, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Consulting, Project Management, Business Analysis, Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing
Harvard University 2000 — 2005
Bachelor of Arts, English and American Literature and Languages
BNY Mellon September 2013 - Present
Internet-Based Website Development 2011 - Present
Fuqua School of Business July 2010 - May 2012
Dick's Sporting Goods June 2011 - August 2011
Xerox April 2007 - July 2010
Document Soultions North, Inc., Subsidiary of Xerox March 2006 - April 2007
Skills
Marketing, CRM, Proposal Writing, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Consulting, Project Management, Business Analysis, Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing
Harvard University 2000 — 2005
Bachelor of Arts, English and American Literature and Languages
John Siegel John Siegel's BNY Mellon Experience May 2013 - Present
Job Application Architect | Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
PERSHING / BANK OF NEW YORK MELLON CORP. 2002 - April 2013
PERSHING / BANK OF NEW YORK MELLON CORP. 2000 - 2002
PERSHING / BANK OF NEW YORK MELLON CORP. 1999 - 2000
PERSHING / BANK OF NEW YORK MELLON CORP. 1998 - 1999
Dun & Bradstreet 1992 - July 1998
COUNTY COLLEGE OF MORRIS / RARITAN VALLEY COMMUNITY COLLEGE 1990 - 1998
Skills
Sybase, Oracle, Infrastructure, Security, AIX, Solaris, DB2, Disaster Recovery, Mainframe, HP-UX, Unix Shell Scripting, MVS, CICS, FIX Engines, IBM MQ, ClearCase, ESP, Linux, WebSphere MQ, Project Management, Risk Management, IT Strategy, SDLC, Software Project..., Business Analysis, Vendor Management, Requirements Analysis
Education
Drexel University
Bachelor of Science in Commerce and Engineering
BNY Mellon May 2013 - Present
PERSHING / BANK OF NEW YORK MELLON CORP. 2002 - April 2013
PERSHING / BANK OF NEW YORK MELLON CORP. 2000 - 2002
PERSHING / BANK OF NEW YORK MELLON CORP. 1999 - 2000
PERSHING / BANK OF NEW YORK MELLON CORP. 1998 - 1999
Dun & Bradstreet 1992 - July 1998
COUNTY COLLEGE OF MORRIS / RARITAN VALLEY COMMUNITY COLLEGE 1990 - 1998
Skills
Sybase, Oracle, Infrastructure, Security, AIX, Solaris, DB2, Disaster Recovery, Mainframe, HP-UX, Unix Shell Scripting, MVS, CICS, FIX Engines, IBM MQ, ClearCase, ESP, Linux, WebSphere MQ, Project Management, Risk Management, IT Strategy, SDLC, Software Project..., Business Analysis, Vendor Management, Requirements Analysis
Education
Drexel University
Bachelor of Science in Commerce and Engineering
Matthew Lerner's BNY Mellon Experience August 2012 - August 2015
Job Masters Student in Mechanical & Aerospace Engineering
Industry Financial Services
Experience
BNY Mellon August 2012 - August 2015
Direct Dimensions May 2011 - July 2011
John's Hopkins Asthma and Allergy Center May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Matlab, Solidworks, SQL, VBA, Project Management, Financial Analysis
Education
George Washington University- School of Engineering and Applied Science 2015 — 2017
Master's degree, Design of Mechanical Systems
Duke University 2008 — 2012
Bachelor's degree, Biomedical/Medical Engineering
BNY Mellon August 2012 - August 2015
Direct Dimensions May 2011 - July 2011
John's Hopkins Asthma and Allergy Center May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Matlab, Solidworks, SQL, VBA, Project Management, Financial Analysis
Education
George Washington University- School of Engineering and Applied Science 2015 — 2017
Master's degree, Design of Mechanical Systems
Duke University 2008 — 2012
Bachelor's degree, Biomedical/Medical Engineering
Michelle Latney Michelle Latney's BNY Mellon Experience 1996 - 1999
Job Sr. Financial Analyst at MetLife
Industry Banking
Experience
MetLife December 2013 - Present
JPMorgan Chase July 2011 - December 2013
Wilmington Trust November 2005 - July 2011
MBNA, (Currently Bank of America) February 2001 - November 2005
mbna 2000 - 2005
PFPC (currently BNY Mellon) February 1999 - February 2001
PFPC (currently BNY Mellon) October 1996 - February 1999
BNY Mellon 1996 - 1999
Vanguard January 1993 - October 1996
Skills
Account Reconciliation, Financial Reporting, Finance, Accounting, General Ledger, Forecasting, Variance Analysis, Auditing, Access, Sarbanes-Oxley Act, Analysis, Budgets, Bloomberg, GAAP, Investments
Education
Wilmington College 2001 — 2003
Masters, Business Administration
Drexel University 1985 — 1990
Bachelor's Degree, Accounting
MetLife December 2013 - Present
JPMorgan Chase July 2011 - December 2013
Wilmington Trust November 2005 - July 2011
MBNA, (Currently Bank of America) February 2001 - November 2005
mbna 2000 - 2005
PFPC (currently BNY Mellon) February 1999 - February 2001
PFPC (currently BNY Mellon) October 1996 - February 1999
BNY Mellon 1996 - 1999
Vanguard January 1993 - October 1996
Skills
Account Reconciliation, Financial Reporting, Finance, Accounting, General Ledger, Forecasting, Variance Analysis, Auditing, Access, Sarbanes-Oxley Act, Analysis, Budgets, Bloomberg, GAAP, Investments
Education
Wilmington College 2001 — 2003
Masters, Business Administration
Drexel University 1985 — 1990
Bachelor's Degree, Accounting
Ed Palilla's BNY Mellon Experience May 2012 - April 2013
Job Commercial Business Analyst at Mylan
Industry Information Technology and Services
Experience
Mylan March 2015 - Present
mcaConnect May 2013 - March 2015
BNY Mellon May 2012 - April 2013
Elan Financial Services April 2008 - April 2012
Enterprise Rent-A-Car June 2006 - March 2008
Giant Eagle March 2003 - July 2005
Skills
Microsoft Dynamics ERP, Project Management, Visio, Project Planning, Business Analysis, MS Project, Agile Methodologies, Functional Design, Microsoft Excel, Customer Service, PowerPivot, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Strategic Planning, Business Process..., Data Mining, Systems Analysis, SDLC, SQL
Education
Duquesne University 2010 — 2013
Master's of Business Administration, Management Information Systems, General
PMI course University of Pittsburgh 2008 — 2008
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Science, Business Management
Mylan March 2015 - Present
mcaConnect May 2013 - March 2015
BNY Mellon May 2012 - April 2013
Elan Financial Services April 2008 - April 2012
Enterprise Rent-A-Car June 2006 - March 2008
Giant Eagle March 2003 - July 2005
Skills
Microsoft Dynamics ERP, Project Management, Visio, Project Planning, Business Analysis, MS Project, Agile Methodologies, Functional Design, Microsoft Excel, Customer Service, PowerPivot, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Strategic Planning, Business Process..., Data Mining, Systems Analysis, SDLC, SQL
Education
Duquesne University 2010 — 2013
Master's of Business Administration, Management Information Systems, General
PMI course University of Pittsburgh 2008 — 2008
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Science, Business Management
Gus Delerme Gus Delerme's BNY Mellon Experience July 2010 - Present
Job Application Team Leader at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon July 2010 - Present
BNY Mellon 2010 - 2013
Pyramid Consulting Group June 2010 - July 2010
Coventry Health Care December 2004 - June 2009
Eaton Cutler-Hammer January 2003 - September 2004
Eaton Cutler-Hammer January 1997 - January 2003
Eaton Cutler-Hammer January 1995 - January 1997
Accenture January 1993 - January 1995
Westinghouse Electric Company January 1990 - January 1993
Westinghouse Electric Company January 1987 - January 1990
Skills
Visio, JCL, MS Project, ERP, Business Intelligence, SQL, Mainframe, Oracle, Data Warehousing, Cognos, COBOL, Project Management, Unix, IMS DB/DC, MVS, Business Process, IBM Mainframe, Software Development, Budgets, Microsoft Office
Education
Duquesne University 1985 — 1991
Masters, Management Information Systems
Duquesne University 1985 — 1989
MBA, Business Admin
Clarion University of PA 1976 — 1980
BS, Business Admin/Economics
Glendale High School
BNY Mellon July 2010 - Present
BNY Mellon 2010 - 2013
Pyramid Consulting Group June 2010 - July 2010
Coventry Health Care December 2004 - June 2009
Eaton Cutler-Hammer January 2003 - September 2004
Eaton Cutler-Hammer January 1997 - January 2003
Eaton Cutler-Hammer January 1995 - January 1997
Accenture January 1993 - January 1995
Westinghouse Electric Company January 1990 - January 1993
Westinghouse Electric Company January 1987 - January 1990
Skills
Visio, JCL, MS Project, ERP, Business Intelligence, SQL, Mainframe, Oracle, Data Warehousing, Cognos, COBOL, Project Management, Unix, IMS DB/DC, MVS, Business Process, IBM Mainframe, Software Development, Budgets, Microsoft Office
Education
Duquesne University 1985 — 1991
Masters, Management Information Systems
Duquesne University 1985 — 1989
MBA, Business Admin
Clarion University of PA 1976 — 1980
BS, Business Admin/Economics
Glendale High School
Judy Lindenberger, MBA Judy Lindenberger, MBA's BNY Mellon Experience 1984 - 1987
Job HR Support / Outsourcing at The Lindenberger Group
Industry Human Resources
Experience
The Lindenberger Group November 2001 - Present
The Lindenberger Group, LLC November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Newgrange School 1999 - 2001
Brown-Forman 1992 - 2000
BNY Mellon 1984 - 1987
Skills
Executive Coaching, Organizational..., 360 Feedback, Mentoring, Employee Handbooks, Employee Surveys, Staffing Analysis, Employee Relations, Employee Engagement, Strategic Planning, Instructional Design, Board Development, Leadership Development, Career Counseling, Change Management, Resume Writing, Feature Writing, Webinars, HR Audits, Sexual Harassment..., HR Consulting, Human Resources, Performance Management, Team Building, Management Consulting, E-Learning, Training, Anti-Bullying, Talent Management, Deferred Compensation, Leadership, Personnel Management, Recruiting, Employee Benefits, Talent Acquisition, MBTI, Coaching, HR Policies, Sexual harassment..., Succession Planning, Program Management, Management, Onboarding, Workforce Planning, Organizational..., Career Management, Temporary Placement, Employee Training, Personal Development, College Recruiting
Education
Drexel University
MBA, Human Resources Management
University of Pittsburgh
B.A., Communications
The Lindenberger Group November 2001 - Present
The Lindenberger Group, LLC November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Lindenberger Group November 2001 - Present
The Newgrange School 1999 - 2001
Brown-Forman 1992 - 2000
BNY Mellon 1984 - 1987
Skills
Executive Coaching, Organizational..., 360 Feedback, Mentoring, Employee Handbooks, Employee Surveys, Staffing Analysis, Employee Relations, Employee Engagement, Strategic Planning, Instructional Design, Board Development, Leadership Development, Career Counseling, Change Management, Resume Writing, Feature Writing, Webinars, HR Audits, Sexual Harassment..., HR Consulting, Human Resources, Performance Management, Team Building, Management Consulting, E-Learning, Training, Anti-Bullying, Talent Management, Deferred Compensation, Leadership, Personnel Management, Recruiting, Employee Benefits, Talent Acquisition, MBTI, Coaching, HR Policies, Sexual harassment..., Succession Planning, Program Management, Management, Onboarding, Workforce Planning, Organizational..., Career Management, Temporary Placement, Employee Training, Personal Development, College Recruiting
Education
Drexel University
MBA, Human Resources Management
University of Pittsburgh
B.A., Communications
Jack Klinck's BNY Mellon Experience December 1997 - October 2006
Job Chief Executive Officer of Constellation FinTech
Industry Financial Services
Experience
State Street November 2006 - April 2015
BNY Mellon December 1997 - October 2006
Skills
Portfolio Management, Mutual Funds, Financial Services, Securities, Hedge Funds, Risk Management, Asset Management, Fixed Income, Business Transformation, Capital Markets, Alternative Investments, Start-ups, Equities, Business Development, Investments, Asset Managment, Strategic Planning
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA
Middlebury College 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
State Street November 2006 - April 2015
BNY Mellon December 1997 - October 2006
Skills
Portfolio Management, Mutual Funds, Financial Services, Securities, Hedge Funds, Risk Management, Asset Management, Fixed Income, Business Transformation, Capital Markets, Alternative Investments, Start-ups, Equities, Business Development, Investments, Asset Managment, Strategic Planning
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA
Middlebury College 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
Jichang Ni Jichang Ni's BNY Mellon Experience May 2015 - Present
Job Alternative Investment Client Service Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
JPMorgan Chase June 2014 - September 2014
Turner Investments, L.P. September 2012 - March 2013
Exelon Power Team September 2011 - April 2012
Exelon September 2010 - September 2011
Apple Inc. June 2010 - October 2010
Skills
Investments, Bloomberg, Leadership, Entrepreneurship, Analysis, Budgets, Nonprofits, Research, Program Management, Facebook, Portfolio Management, Finance, Financial Analysis
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration and Bachelor of Arts in Economics, 3.717
West Philadelphia Catholic High School 2005 — 2009
High School Diploma, International Studies, 4.0
BNY Mellon May 2015 - Present
JPMorgan Chase June 2014 - September 2014
Turner Investments, L.P. September 2012 - March 2013
Exelon Power Team September 2011 - April 2012
Exelon September 2010 - September 2011
Apple Inc. June 2010 - October 2010
Skills
Investments, Bloomberg, Leadership, Entrepreneurship, Analysis, Budgets, Nonprofits, Research, Program Management, Facebook, Portfolio Management, Finance, Financial Analysis
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration and Bachelor of Arts in Economics, 3.717
West Philadelphia Catholic High School 2005 — 2009
High School Diploma, International Studies, 4.0
Dennis Dumas Dennis Dumas's BNY Mellon Experience 1996 - 2003
Job President, Chief Legal Officer, Avila Capital Markets, Inc.
Industry Capital Markets
Experience
Avila Capital Markets, Inc. 2010 - Present
Capital Markets Consulting 2007 - 2009
Chadbourne & Parke LLP 2004 - 2006
BNY Mellon 1996 - 2003
Pillsbury Winthrop Shaw Pittman LLP 1988 - 1996
U.S. Securities and Exchange Commission 1984 - 1988
Skills
Capital Markets, Corporate and...
Education
Duke University
BS, JD
Avila Capital Markets, Inc. 2010 - Present
Capital Markets Consulting 2007 - 2009
Chadbourne & Parke LLP 2004 - 2006
BNY Mellon 1996 - 2003
Pillsbury Winthrop Shaw Pittman LLP 1988 - 1996
U.S. Securities and Exchange Commission 1984 - 1988
Skills
Capital Markets, Corporate and...
Education
Duke University
BS, JD
Vincent Ly's BNY Mellon Experience August 2014 - April 2015
Job Senior Investment Accountant
Industry Financial Services
Experience
BNY Mellon August 2014 - April 2015
SEI April 2013 - July 2014
Barrack, Rodos & Bacine October 2010 - April 2013
Robert C Olivieri, PC December 2008 - March 2010
Resource International, Inc. September 2007 - May 2008
Skills
QuickBooks, HTML, MS Office Suite, T-SQL, InvestOne, Macros
Education
Drexel University - College of Business and Administration
Bachelor of Science, Finance & Accountancy
BNY Mellon August 2014 - April 2015
SEI April 2013 - July 2014
Barrack, Rodos & Bacine October 2010 - April 2013
Robert C Olivieri, PC December 2008 - March 2010
Resource International, Inc. September 2007 - May 2008
Skills
QuickBooks, HTML, MS Office Suite, T-SQL, InvestOne, Macros
Education
Drexel University - College of Business and Administration
Bachelor of Science, Finance & Accountancy
Domenico Capolupo's BNY Mellon Experience May 2011 - March 2012
Job Director of Recruiting at Computer Aid, Inc.
Industry Staffing and Recruiting
Experience
Computer Aid, Inc. August 2013 - Present
Google March 2012 - June 2013
BNY Mellon May 2011 - March 2012
Cohen & Grigsby, P.C. September 2010 - May 2011
Skills
Legal Research, Government, Litigation, Public Speaking, Intellectual Property, Research, Recruiting, Legal Writing, Contract Negotiation, Team Building, Leadership, Westlaw, Technical Recruiting, Courts, Sourcing, Criminal Law, Employment Law, Civil Litigation, Access, Outlook, LexisNexis, Networking, IT Recruitment, Staff Augmentation, Consulting, IT contract negotiation, Interviews, Internet Recruiting, College Recruiting, Benefits Negotiation, Employee Relations, Talent Acquisition, Training, Employee Benefits, Resume Writing, Temporary Staffing, Cold Calling, Talent Management, Interview Preparation, Coaching, Temporary Placement, Social Networking, Account Management, Screening Resumes, Staffing Services, Contract Recruitment, Strategy, Staff Development, Onboarding, Screening
Education
Duquesne University School of Law 2008 — 2010
Duquesne University 2004 — 2008
Bachelor of Arts, Psychology and Criminology
Computer Aid, Inc. August 2013 - Present
Google March 2012 - June 2013
BNY Mellon May 2011 - March 2012
Cohen & Grigsby, P.C. September 2010 - May 2011
Skills
Legal Research, Government, Litigation, Public Speaking, Intellectual Property, Research, Recruiting, Legal Writing, Contract Negotiation, Team Building, Leadership, Westlaw, Technical Recruiting, Courts, Sourcing, Criminal Law, Employment Law, Civil Litigation, Access, Outlook, LexisNexis, Networking, IT Recruitment, Staff Augmentation, Consulting, IT contract negotiation, Interviews, Internet Recruiting, College Recruiting, Benefits Negotiation, Employee Relations, Talent Acquisition, Training, Employee Benefits, Resume Writing, Temporary Staffing, Cold Calling, Talent Management, Interview Preparation, Coaching, Temporary Placement, Social Networking, Account Management, Screening Resumes, Staffing Services, Contract Recruitment, Strategy, Staff Development, Onboarding, Screening
Education
Duquesne University School of Law 2008 — 2010
Duquesne University 2004 — 2008
Bachelor of Arts, Psychology and Criminology
Lisa Vallone's BNY Mellon Experience September 2013 - August 2014
Job BNY Mellon
Industry Investment Banking
Experience
Belmont Comprehensive Center January 2015 - March 2015
Harmony Mental Health Service September 2014 - November 2014
BNY Mellon September 2013 - August 2014
Dr. Chao Pediatric Dentistry July 2011 - September 2012
Skills
Microsoft Technologies, Computers, Office Management, Psychology, Filing, Phone Etiquette, Telephone Skills, Communication, Macintosh Applications, Team Leadership, Organization, Childcare, SURpas, Stock Market, Mutual Funds, Customer Service, PowerPoint
Education
Drexel University 2012 — 2016
Bachelor of Science (BS), Psychology
Belmont Comprehensive Center January 2015 - March 2015
Harmony Mental Health Service September 2014 - November 2014
BNY Mellon September 2013 - August 2014
Dr. Chao Pediatric Dentistry July 2011 - September 2012
Skills
Microsoft Technologies, Computers, Office Management, Psychology, Filing, Phone Etiquette, Telephone Skills, Communication, Macintosh Applications, Team Leadership, Organization, Childcare, SURpas, Stock Market, Mutual Funds, Customer Service, PowerPoint
Education
Drexel University 2012 — 2016
Bachelor of Science (BS), Psychology
Jessica Franklin Jessica Franklin's BNY Mellon Experience May 2011 - January 2012
Job Community Affairs Representative/Foundation Program Administrator at U. S. Steel
Industry Public Relations and Communications
Experience
United States Steel Corporation January 2012 - Present
BNY Mellon May 2011 - January 2012
Euro RSCG Worldwide PR January 2011 - May 2011
Duquesne University January 2011 - May 2011
Duquesne University January 2008 - May 2011
American Diabetes Association May 2010 - August 2010
Skills
Event Planning, Public Relations, Social Media, Event Management, Leadership, Editing, Charitable Giving, Grantmaking
Education
Duquesne University 2007 — 2011
Bachelor of Arts, Business Certificate, Public Relations, Business:Marketing Concentration
United States Steel Corporation January 2012 - Present
BNY Mellon May 2011 - January 2012
Euro RSCG Worldwide PR January 2011 - May 2011
Duquesne University January 2011 - May 2011
Duquesne University January 2008 - May 2011
American Diabetes Association May 2010 - August 2010
Skills
Event Planning, Public Relations, Social Media, Event Management, Leadership, Editing, Charitable Giving, Grantmaking
Education
Duquesne University 2007 — 2011
Bachelor of Arts, Business Certificate, Public Relations, Business:Marketing Concentration
Brian Paskas Brian Paskas's BNY Mellon Experience May 2013 - Present
Job Capital Markets Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
BNY Mellon May 2013 - Present
The Duke Chronicle Advertising Office January 2013 - Present
Duke Sanford School of Public Policy January 2012 - January 2013
Redeye Remarketing Solutions May 2011 - August 2011
Education
Duke University 2012 — 2016
Bachelor of Science, Economics; Finance
Delbarton School 2006 — 2012
Morgan Stanley May 2015 - Present
BNY Mellon May 2013 - Present
The Duke Chronicle Advertising Office January 2013 - Present
Duke Sanford School of Public Policy January 2012 - January 2013
Redeye Remarketing Solutions May 2011 - August 2011
Education
Duke University 2012 — 2016
Bachelor of Science, Economics; Finance
Delbarton School 2006 — 2012
Gerald Hassell Gerald Hassell's BNY Mellon Experience September 2011 - Present
Job Chairman and CEO at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2011 - Present
BNY Mellon July 2007 - September 2011
The Bank of New York 1998 - July 2007
Education
Duke University
Bachelor's Degree, Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
BNY Mellon September 2011 - Present
BNY Mellon July 2007 - September 2011
The Bank of New York 1998 - July 2007
Education
Duke University
Bachelor's Degree, Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Evan Rosenberg Evan Rosenberg's BNY Mellon Experience October 2012 - Present
Job Vice President, Price & Cost Modeling
Industry Banking
Experience
BNY Mellon October 2012 - Present
Energy Plus Company November 2010 - October 2012
Energy Plus Company November 2010 - February 2012
Susquehanna International Group September 2009 - April 2010
CIGNA Group Insurance September 2008 - September 2009
PNC Financial Services Group September 2007 - September 2008
Skills
Excel, SQL, Ad Hoc Reporting, Financial Modeling, VBA, Word, Financial Analysis, Microsoft Office, Process Improvement, Budgeting, Analysis, Data Analysis, Forecasting, Problem Solving, SQL Server, Python, Access, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Banking, Financial Services, Finance, Business Process..., Variance Analysis, Management, Databases, Budgets, Mutual Funds, Bloomberg, Business Intelligence, Accounting, Financial Accounting, Corporate Finance, Business Process, Project Management, Sarbanes-Oxley Act, Training, Bloomberg Terminal, Strategic Financial..., Internal Controls, Analytics
Education
Drexel University - LeBow College of Business 2006 — 2011
BSBA
BNY Mellon October 2012 - Present
Energy Plus Company November 2010 - October 2012
Energy Plus Company November 2010 - February 2012
Susquehanna International Group September 2009 - April 2010
CIGNA Group Insurance September 2008 - September 2009
PNC Financial Services Group September 2007 - September 2008
Skills
Excel, SQL, Ad Hoc Reporting, Financial Modeling, VBA, Word, Financial Analysis, Microsoft Office, Process Improvement, Budgeting, Analysis, Data Analysis, Forecasting, Problem Solving, SQL Server, Python, Access, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Banking, Financial Services, Finance, Business Process..., Variance Analysis, Management, Databases, Budgets, Mutual Funds, Bloomberg, Business Intelligence, Accounting, Financial Accounting, Corporate Finance, Business Process, Project Management, Sarbanes-Oxley Act, Training, Bloomberg Terminal, Strategic Financial..., Internal Controls, Analytics
Education
Drexel University - LeBow College of Business 2006 — 2011
BSBA
Nabeel Rahman Nabeel Rahman's BNY Mellon Experience February 2015 - Present
Job BNY Mellon NAV Investment Analyst
Industry Investment Management
Experience
BNY Mellon February 2015 - Present
Santander Bank, N.A. January 2014 - February 2015
De Lage Landen December 2012 - November 2013
ATTS Chemicals January 2010 - October 2012
Merrill Lynch May 2007 - November 2009
Twist Communications, LLP May 2005 - March 2007
Skills
Management, Finance, Sales, Microsoft Excel, Market Research, Financial Analysis, Forecasting, Project Management, Analysis, PowerPoint, Microsoft Office, Customer Service, Business Development, Negotiation, Process Improvement, Accounting, Team Leadership, Salesforce.com, Financial Modeling, Marketing, Quality Control: Worked..., Microsoft Office –..., Microsoft Word, New Business Development, Data Analysis, Time Management, Banking, Sales Presentations, Retail, Market Analysis, Mergers, Quality Management, ISO 9001 2008, Direct Sales, Cold Calling, Pricing, Financial Services, Lead Generation, Product Development, Portfolio Management, Investments
Education
Drexel University 2012 — 2014
Bachelor of Science in Business Administration, Finance, 3.2 GPA
Kaplan University 2011 — 2011
Associate of Applied Sciences in Business Administration, Finance, Cum Laude 3.5 GPA
BNY Mellon February 2015 - Present
Santander Bank, N.A. January 2014 - February 2015
De Lage Landen December 2012 - November 2013
ATTS Chemicals January 2010 - October 2012
Merrill Lynch May 2007 - November 2009
Twist Communications, LLP May 2005 - March 2007
Skills
Management, Finance, Sales, Microsoft Excel, Market Research, Financial Analysis, Forecasting, Project Management, Analysis, PowerPoint, Microsoft Office, Customer Service, Business Development, Negotiation, Process Improvement, Accounting, Team Leadership, Salesforce.com, Financial Modeling, Marketing, Quality Control: Worked..., Microsoft Office –..., Microsoft Word, New Business Development, Data Analysis, Time Management, Banking, Sales Presentations, Retail, Market Analysis, Mergers, Quality Management, ISO 9001 2008, Direct Sales, Cold Calling, Pricing, Financial Services, Lead Generation, Product Development, Portfolio Management, Investments
Education
Drexel University 2012 — 2014
Bachelor of Science in Business Administration, Finance, 3.2 GPA
Kaplan University 2011 — 2011
Associate of Applied Sciences in Business Administration, Finance, Cum Laude 3.5 GPA
Phil Caccamise Phil Caccamise's BNY Mellon Experience 2001 - 2004
Job Assistant Vice President at State Street Collateral Management
Industry Investment Banking
Experience
State Street 2015 - Present
US Bank 2013 - 2014
Golfweek Amateur Tour 2009 - 2014
RBS Global Banking & Markets 2004 - 2009
BNY Mellon 2001 - 2004
Skills
Interest Rate..., Derivatives, Equity Derivatives, Bloomberg, FX Options, Quantitative Finance, Fixed Income, Trading Systems, Bonds, Finance, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2002
Master of Science (MS), Quantitative Finance
Drexel University 1998 — 2001
Bachelor of Science (BS), Mathematics and Finance
State Street 2015 - Present
US Bank 2013 - 2014
Golfweek Amateur Tour 2009 - 2014
RBS Global Banking & Markets 2004 - 2009
BNY Mellon 2001 - 2004
Skills
Interest Rate..., Derivatives, Equity Derivatives, Bloomberg, FX Options, Quantitative Finance, Fixed Income, Trading Systems, Bonds, Finance, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2002
Master of Science (MS), Quantitative Finance
Drexel University 1998 — 2001
Bachelor of Science (BS), Mathematics and Finance
Joe Napiecek Joe Napiecek's BNY Mellon Experience May 2008 - April 2010
Job Finance Project Manager, AVP at PNC
Industry Banking
Experience
PNC October 2013 - Present
Reed Smith LLP March 2013 - October 2013
Wesley Spectrum Services April 2010 - March 2013
BNY Mellon May 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Great Plains Software, FRx, FRx Report Writer, FRx Report Designer, Crystal Ball, Solver
Education
Duquesne University 2007 — 2009
MBA, Finance
Slippery Rock University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Economics
PNC October 2013 - Present
Reed Smith LLP March 2013 - October 2013
Wesley Spectrum Services April 2010 - March 2013
BNY Mellon May 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Great Plains Software, FRx, FRx Report Writer, FRx Report Designer, Crystal Ball, Solver
Education
Duquesne University 2007 — 2009
MBA, Finance
Slippery Rock University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Economics
Maryisis Phillips's BNY Mellon Experience April 2015 - Present
Job Account Administrator at BNY Mellon
Industry Legal Services
Experience
BNY Mellon April 2015 - Present
Federated Investors June 2014 - December 2014
Federated Investors, Inc. December 2013 - May 2014
United Lender Services May 2013 - December 2013
Crown Castle July 2012 - April 2013
Skills
Westlaw, GIS, SPSS, LexisNexis, SharePoint, JD Edwards, PACER
Education
University of Pittsburgh, Graduate School of Public and International Affairs 2010 — 2012
MPIA, Security and Intelligence
Duquesne University 2011 — 2011
Paralegal Certificate, Paralegal Studies
University of Pittsburgh 2006 — 2010
BA, Political Science
BNY Mellon April 2015 - Present
Federated Investors June 2014 - December 2014
Federated Investors, Inc. December 2013 - May 2014
United Lender Services May 2013 - December 2013
Crown Castle July 2012 - April 2013
Skills
Westlaw, GIS, SPSS, LexisNexis, SharePoint, JD Edwards, PACER
Education
University of Pittsburgh, Graduate School of Public and International Affairs 2010 — 2012
MPIA, Security and Intelligence
Duquesne University 2011 — 2011
Paralegal Certificate, Paralegal Studies
University of Pittsburgh 2006 — 2010
BA, Political Science
Amy Eckman Amy Eckman's BNY Mellon Experience October 2009 - Present
Job Vice President, Product Manager BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2009 - Present
BNY Mellon January 2007 - October 2009
BNY Mellon November 2004 - January 2007
Mellon Bank December 1998 - November 2004
Mellon Bank June 1993 - December 1998
Mellon Bank June 1990 - June 1993
Skills
Leadership Development, Customer Relations, Product Management, Employee Engagement, Organizational..., Change Management, Process Improvement, Team Building, Coaching, Relationship Management, Leadership, Employee Relations, Business Analysis, Team Leadership, Training, Conflict Resolution, Staff Development, Human Resources, Insurance, Program Management, Vendor Management, Strategy, Management, Risk Management
Education
Duquesne University 2010 — 2013
Master of Science, Global Leadership
Robert Morris University 2005 — 2009
Bachelor of Science, Organizational Leadership
BNY Mellon October 2009 - Present
BNY Mellon January 2007 - October 2009
BNY Mellon November 2004 - January 2007
Mellon Bank December 1998 - November 2004
Mellon Bank June 1993 - December 1998
Mellon Bank June 1990 - June 1993
Skills
Leadership Development, Customer Relations, Product Management, Employee Engagement, Organizational..., Change Management, Process Improvement, Team Building, Coaching, Relationship Management, Leadership, Employee Relations, Business Analysis, Team Leadership, Training, Conflict Resolution, Staff Development, Human Resources, Insurance, Program Management, Vendor Management, Strategy, Management, Risk Management
Education
Duquesne University 2010 — 2013
Master of Science, Global Leadership
Robert Morris University 2005 — 2009
Bachelor of Science, Organizational Leadership
Michelle Rorison Michelle Rorison's BNY Mellon Experience April 2012 - Present
Job Senior HR Internal Controls Analyst/VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
BNY Mellon 1995 - April 2012
The Bank of New York Mellon 1995 - 2007
Skills
Recruiting, Onboarding, Corporate Recruiting, Human Resources, Talent Acquisition, Applicant Tracking..., College Recruiting, Interviews, PeopleSoft, Talent Management, Workforce Planning, Employee Relations, Management, Succession Planning, Employee Training, Resume Writing, Time Management, Training, Career Counseling
Education
Duquesne University 1989 — 1993
Bachelor's degree, Political Science
BNY Mellon April 2012 - Present
BNY Mellon 1995 - April 2012
The Bank of New York Mellon 1995 - 2007
Skills
Recruiting, Onboarding, Corporate Recruiting, Human Resources, Talent Acquisition, Applicant Tracking..., College Recruiting, Interviews, PeopleSoft, Talent Management, Workforce Planning, Employee Relations, Management, Succession Planning, Employee Training, Resume Writing, Time Management, Training, Career Counseling
Education
Duquesne University 1989 — 1993
Bachelor's degree, Political Science
David Hermes's BNY Mellon Experience March 2014 - January 2015
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
BNY Mellon March 2014 - January 2015
BNY Mellon February 2013 - March 2014
JPMorgan Chase December 2011 - January 2013
Merrill Lynch May 2011 - October 2011
Skills
MS Excel, MS Office, Series 7, Management, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
BNY Mellon March 2014 - January 2015
BNY Mellon February 2013 - March 2014
JPMorgan Chase December 2011 - January 2013
Merrill Lynch May 2011 - October 2011
Skills
MS Excel, MS Office, Series 7, Management, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Eddie Loftus Eddie Loftus's BNY Mellon Experience August 2013 - Present
Job Global Markets Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Guggenheim Securities June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), History/Marketing and Management, 3.3
BNY Mellon August 2013 - Present
Guggenheim Securities June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), History/Marketing and Management, 3.3
Edward Dupree Edward Dupree's BNY Mellon Experience April 1999 - Present
Job Distributed Applications Developer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 1999 - Present
CIBER, Inc. April 1998 - March 1999
GNC November 1996 - March 1998
US Steel January 1994 - October 1996
Skills
Disaster Recovery, Software Project..., SQL, Financial Services, Microsoft SQL Server, Business Analysis, Oracle, SDLC, Databases, Vendor Management, Unix, Risk Management, Banking, Requirements Analysis, Project Management, Visio
Education
Pace University
Master's degree, Computer Software Engineering
Duquesne University
BA, BS, Mathmatics and Computer Science
University of Pittsburgh
MS, Telecommunications
BNY Mellon April 1999 - Present
CIBER, Inc. April 1998 - March 1999
GNC November 1996 - March 1998
US Steel January 1994 - October 1996
Skills
Disaster Recovery, Software Project..., SQL, Financial Services, Microsoft SQL Server, Business Analysis, Oracle, SDLC, Databases, Vendor Management, Unix, Risk Management, Banking, Requirements Analysis, Project Management, Visio
Education
Pace University
Master's degree, Computer Software Engineering
Duquesne University
BA, BS, Mathmatics and Computer Science
University of Pittsburgh
MS, Telecommunications
Jeff McCormick Jeff McCormick's BNY Mellon Experience September 2013 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Morgan Stanley December 2006 - August 2013
Education
Duke University 2002 — 2006
Bachelor of Science (BS), Mechanical Engineering
Duke University 2002 — 2006
Bachelor of Science (BS), Economics
BNY Mellon September 2013 - Present
Morgan Stanley December 2006 - August 2013
Education
Duke University 2002 — 2006
Bachelor of Science (BS), Mechanical Engineering
Duke University 2002 — 2006
Bachelor of Science (BS), Economics
Khurram Sharif's BNY Mellon Experience February 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon November 2012 - February 2015
DNA Auditor - Oil and Gas February 2010 - April 2012
GE Consumer Finance March 2007 - June 2009
CPL SOLUTIONS – CPL GROUP March 2007 - April 2007
Skills
Accounting, Credit Risk, Risk Management, Financial Analysis, Budgets, Project Management, Team Leadership, Business Analysis, Microsoft Office, Finance, Credit, Banking, Management, Market Research, Invoicing, Cash Flow, Data Entry, Accounts Payable, Payroll, SAP, Accounts Receivable, Financial Reporting, Hyperion Enterprise, Credit Rating, Financial Accounting, Cash Management, Forecasting, Internal Audit, Variance Analysis, Corporate Finance, General Ledger, Auditing, Business Planning, Credit Analysis, Equities, Teamwork, Time Management, Data Analysis, Revenue Recognition, Microsoft Excel, Relationship Management, Bookkeeping, Outlook, Leadership, Financial Modeling, SAP R/3, Financial Audits, ERP, Microsoft Word, Account Reconciliation
Education
Dublin Business School 2008 — 2010
MBA, International Business/Finance
ICM – Institute of Commercial Management 2007 — 2008
Bachelor's degree, Accounting and Business
LSC – Cy-fair College 2003 — 2004
Business Administration, Accounting and Business/Management
BNY Mellon February 2015 - Present
BNY Mellon November 2012 - February 2015
DNA Auditor - Oil and Gas February 2010 - April 2012
GE Consumer Finance March 2007 - June 2009
CPL SOLUTIONS – CPL GROUP March 2007 - April 2007
Skills
Accounting, Credit Risk, Risk Management, Financial Analysis, Budgets, Project Management, Team Leadership, Business Analysis, Microsoft Office, Finance, Credit, Banking, Management, Market Research, Invoicing, Cash Flow, Data Entry, Accounts Payable, Payroll, SAP, Accounts Receivable, Financial Reporting, Hyperion Enterprise, Credit Rating, Financial Accounting, Cash Management, Forecasting, Internal Audit, Variance Analysis, Corporate Finance, General Ledger, Auditing, Business Planning, Credit Analysis, Equities, Teamwork, Time Management, Data Analysis, Revenue Recognition, Microsoft Excel, Relationship Management, Bookkeeping, Outlook, Leadership, Financial Modeling, SAP R/3, Financial Audits, ERP, Microsoft Word, Account Reconciliation
Education
Dublin Business School 2008 — 2010
MBA, International Business/Finance
ICM – Institute of Commercial Management 2007 — 2008
Bachelor's degree, Accounting and Business
LSC – Cy-fair College 2003 — 2004
Business Administration, Accounting and Business/Management
Andrew Cirilli Andrew Cirilli's BNY Mellon Experience January 2013 - June 2014
Job Analyst at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
BNY Mellon January 2013 - June 2014
Scott Honda May 2010 - August 2012
Skills
Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Budgets, Financial Modeling, Economics, Access, Research, Finance
Education
West Virginia University 2008 — 2012
BS Business Administration, Finance
Drexel University 2012 — 2012
Doctor of Law (J.D.), Law
JPMorgan Chase June 2014 - Present
BNY Mellon January 2013 - June 2014
Scott Honda May 2010 - August 2012
Skills
Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Budgets, Financial Modeling, Economics, Access, Research, Finance
Education
West Virginia University 2008 — 2012
BS Business Administration, Finance
Drexel University 2012 — 2012
Doctor of Law (J.D.), Law
Michael Streiff Michael Streiff's BNY Mellon Experience November 2010 - July 2012
Job Custody Investment Specialist at PNC
Industry Consumer Services
Experience
PNC February 2014 - Present
PNC August 2012 - February 2014
BNY Mellon November 2010 - July 2012
WJAC-TV June 2010 - June 2010
STORExpress Self-Storage March 2009 - May 2010
The ART WORKS March 2008 - December 2008
Dunham's Sports October 2006 - November 2008
Alcoma Golf Course May 2008 - August 2008
Education
Dale Carnegie Training 2010 — 2010
Sales Advantage
University of Pittsburgh 2005 — 2008
Bachelor's, Business - Marketing
University of Pittsburgh 2005 — 2008
BA, Business-Marketing
Duquesne University 2004 — 2005
PNC February 2014 - Present
PNC August 2012 - February 2014
BNY Mellon November 2010 - July 2012
WJAC-TV June 2010 - June 2010
STORExpress Self-Storage March 2009 - May 2010
The ART WORKS March 2008 - December 2008
Dunham's Sports October 2006 - November 2008
Alcoma Golf Course May 2008 - August 2008
Education
Dale Carnegie Training 2010 — 2010
Sales Advantage
University of Pittsburgh 2005 — 2008
Bachelor's, Business - Marketing
University of Pittsburgh 2005 — 2008
BA, Business-Marketing
Duquesne University 2004 — 2005
Cameron Taylor Cameron Taylor's BNY Mellon Experience August 2008 - May 2010
Job Product Strategy, Wealth & Retirement Administration at SunGard
Industry Financial Services
Experience
SunGard Financial Systems August 2014 - Present
Xinnovation Inc. May 2010 - August 2014
BNY Mellon August 2008 - May 2010
eBay October 2007 - March 2008
American Express June 2007 - August 2007
Bank of America October 2004 - May 2006
SEI August 2000 - August 2004
Skills
Pricing, Data Integration, Social Media Marketing, Banking, Go-to-market Strategy, Management, Competitive Analysis, Product Management, Product Marketing, CRM, Lead Generation, Analysis, Web Marketing, Business Development, Analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2000
MS, Management Science
Lehigh University 1995 — 1999
BS, Industrial Engineering
SunGard Financial Systems August 2014 - Present
Xinnovation Inc. May 2010 - August 2014
BNY Mellon August 2008 - May 2010
eBay October 2007 - March 2008
American Express June 2007 - August 2007
Bank of America October 2004 - May 2006
SEI August 2000 - August 2004
Skills
Pricing, Data Integration, Social Media Marketing, Banking, Go-to-market Strategy, Management, Competitive Analysis, Product Management, Product Marketing, CRM, Lead Generation, Analysis, Web Marketing, Business Development, Analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2000
MS, Management Science
Lehigh University 1995 — 1999
BS, Industrial Engineering
Roman Gorulko's BNY Mellon Experience June 2011 - September 2013
Job Investor Services
Industry Financial Services
Experience
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
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
Al DeSabato's BNY Mellon Experience April 1993 - March 2001
Job Commercial Banking Professional
Industry Banking
Experience
Freddie Mac March 2013 - November 2014
District of Columbia Public Schools (DCPS) September 2009 - October 2012
United Bankshares, Inc April 2007 - August 2009
Fifth Third Bank November 2005 - April 2007
BNY Mellon April 1993 - March 2001
Skills
Portfolio Management, Finance, Commercial Banking, Loans, Credit Analysis, Financial Analysis, Credit, Commercial Lending, Financial Modeling, Cash Management, Asset Management, Banking, Credit Risk, Mortgage Lending, Capital Markets, Underwriting, Due Diligence, Risk Management, Investments, Grant Writing, Commercial Real Estate, Structured Finance
Education
Duquesne University
Bachelor of Science, Accounting and Finance
Duquesne University
MBA, Finance
Freddie Mac March 2013 - November 2014
District of Columbia Public Schools (DCPS) September 2009 - October 2012
United Bankshares, Inc April 2007 - August 2009
Fifth Third Bank November 2005 - April 2007
BNY Mellon April 1993 - March 2001
Skills
Portfolio Management, Finance, Commercial Banking, Loans, Credit Analysis, Financial Analysis, Credit, Commercial Lending, Financial Modeling, Cash Management, Asset Management, Banking, Credit Risk, Mortgage Lending, Capital Markets, Underwriting, Due Diligence, Risk Management, Investments, Grant Writing, Commercial Real Estate, Structured Finance
Education
Duquesne University
Bachelor of Science, Accounting and Finance
Duquesne University
MBA, Finance
Kevin Yerger Kevin Yerger's BNY Mellon Experience June 2015 - Present
Job Client Services Representative at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Kugler Inc. Construction June 2007 - May 2015
Lamb Beverage Inc October 2009 - December 2010
Sanatoga Thriftway September 2004 - June 2007
Skills
Time Management, Construction, Customer Service, Social Media
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science, Finance
Drexel University 2007 — 2008
Architectural Engineering
BNY Mellon June 2015 - Present
Kugler Inc. Construction June 2007 - May 2015
Lamb Beverage Inc October 2009 - December 2010
Sanatoga Thriftway September 2004 - June 2007
Skills
Time Management, Construction, Customer Service, Social Media
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science, Finance
Drexel University 2007 — 2008
Architectural Engineering
Allison (Kuchta) Gilpatrick's BNY Mellon Experience October 2005 - March 2007
Job
Industry Financial Services
Experience
Mellon Capital Management September 2012 - Present
BNY Mellon Cash Investment Strategies April 2008 - September 2012
Mellon Capital March 2007 - April 2008
BNY Mellon October 2005 - March 2007
InventHelp August 2005 - October 2005
Skills
Process Improvement, Marketing, Microsoft Excel, Microsoft Office, Event Planning, Mutual Funds, Account Reconciliation, Financial Analysis, Databases, Research, Access, Business Analysis, Outlook, Risk Management, Accounting, Equities, Strategy
Education
Duquesne University 2009 — 2013
Master of Business Administration (M.B.A.), Marketing
Penn State University 2000 — 2004
Bachelor of Arts, English
Mellon Capital Management September 2012 - Present
BNY Mellon Cash Investment Strategies April 2008 - September 2012
Mellon Capital March 2007 - April 2008
BNY Mellon October 2005 - March 2007
InventHelp August 2005 - October 2005
Skills
Process Improvement, Marketing, Microsoft Excel, Microsoft Office, Event Planning, Mutual Funds, Account Reconciliation, Financial Analysis, Databases, Research, Access, Business Analysis, Outlook, Risk Management, Accounting, Equities, Strategy
Education
Duquesne University 2009 — 2013
Master of Business Administration (M.B.A.), Marketing
Penn State University 2000 — 2004
Bachelor of Arts, English
Howard Streitfeld's BNY Mellon Experience 2005 - Present
Job Lead Developer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
Dana (Hogan) Schirnhofer's BNY Mellon Experience September 2014 - Present
Job VP, Marketing Manager at BNY Mellon
Industry Market Research
Experience
BNY Mellon September 2014 - Present
BNY Mellon March 2007 - September 2014
Mellon Financial Corporation December 2000 - March 2007
PNC Financial December 1999 - December 2000
Skills
Resource Management, Data Modeling, Business Objects, Business Process..., Business Intelligence, Project Management, Access, Data Warehousing, Management, SDLC, Integration, Requirements Analysis, Business Process, Business Analysis, Financial Services, Analytics, Banking, Leadership, Marketing, Marketing Communications, Process Improvement, Strategic Planning
Education
Robert Morris University 2000 — 2004
Master's, Communications and Information Systems
Duquesne University 1995 — 1999
Bachelor's, Information Technology
BNY Mellon September 2014 - Present
BNY Mellon March 2007 - September 2014
Mellon Financial Corporation December 2000 - March 2007
PNC Financial December 1999 - December 2000
Skills
Resource Management, Data Modeling, Business Objects, Business Process..., Business Intelligence, Project Management, Access, Data Warehousing, Management, SDLC, Integration, Requirements Analysis, Business Process, Business Analysis, Financial Services, Analytics, Banking, Leadership, Marketing, Marketing Communications, Process Improvement, Strategic Planning
Education
Robert Morris University 2000 — 2004
Master's, Communications and Information Systems
Duquesne University 1995 — 1999
Bachelor's, Information Technology
Michael Ondik's BNY Mellon Experience May 2013 - November 2013
Job Trainee at IRS
Industry Accounting
Experience
Internal Revenue Service November 2013 - Present
BNY Mellon May 2013 - November 2013
Ondik and Associates LLC November 2011 - April 2013
ParenteBeard LLC January 2009 - November 2011
Grant Thornton LLP November 2005 - December 2008
Skills
Corporate Tax, Tax, Income Tax, Financial Reporting, SEC filings, Tax Research, Regulated investment..., Individual tax, Small business tax, Partnership Taxation, Partnership Tax Returns, S Corporations, S corporation tax..., Individual tax returns, Individual tax..., State and local tax..., State and local tax..., State and local tax..., Tax Returns, Tax Accounting, Financial Accounting, Financial Analysis
Education
Drexel University 2000 — 2005
Bachelor of Science (BS), Accounting and Finance
Internal Revenue Service November 2013 - Present
BNY Mellon May 2013 - November 2013
Ondik and Associates LLC November 2011 - April 2013
ParenteBeard LLC January 2009 - November 2011
Grant Thornton LLP November 2005 - December 2008
Skills
Corporate Tax, Tax, Income Tax, Financial Reporting, SEC filings, Tax Research, Regulated investment..., Individual tax, Small business tax, Partnership Taxation, Partnership Tax Returns, S Corporations, S corporation tax..., Individual tax returns, Individual tax..., State and local tax..., State and local tax..., State and local tax..., Tax Returns, Tax Accounting, Financial Accounting, Financial Analysis
Education
Drexel University 2000 — 2005
Bachelor of Science (BS), Accounting and Finance
Paul Adamo's BNY Mellon Experience August 2011 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
BNY Mellon August 2010 - August 2011
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance and Operations
Dartmouth College - Thayer School of Engineering 1985 — 1987
MS, Engineering Science
The University of Texas at Austin 1982 — 1985
BS, Mechanical Engineering
BNY Mellon August 2011 - Present
BNY Mellon August 2010 - August 2011
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance and Operations
Dartmouth College - Thayer School of Engineering 1985 — 1987
MS, Engineering Science
The University of Texas at Austin 1982 — 1985
BS, Mechanical Engineering
Kenneth Kress's BNY Mellon Experience June 2013 - Present
Job Platform Engineer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Skills
Business Analysis, SDLC, Enterprise Software, IT Strategy, Vendor Management, Software Project..., Disaster Recovery, IT Management, Enterprise Architecture, PMO, Requirements Analysis, Integration, Requirements Gathering, Data Warehousing, Agile Methodologies, Financial Services, Governance, Process Improvement
Education
Duke University 1973 — 1977
Bachelor of Arts (BA), English Language and Literature, General
BNY Mellon June 2013 - Present
Skills
Business Analysis, SDLC, Enterprise Software, IT Strategy, Vendor Management, Software Project..., Disaster Recovery, IT Management, Enterprise Architecture, PMO, Requirements Analysis, Integration, Requirements Gathering, Data Warehousing, Agile Methodologies, Financial Services, Governance, Process Improvement
Education
Duke University 1973 — 1977
Bachelor of Arts (BA), English Language and Literature, General
Lenny Singletary's BNY Mellon Experience 2012 - 2014
Job Director, Chief Administrative Officer Treasury at BNY Mellon
Industry Financial Services
Experience
BNY Mellon - Corporate Treasury 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2010 - 2012
The Bank of New York Mellon 2007 - 2010
Lehman Brothers 2004 - 2007
Education
Drexel University
Bachelor of Science (B.S.), Business Administration, Management of Information Systems
BNY Mellon - Corporate Treasury 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2010 - 2012
The Bank of New York Mellon 2007 - 2010
Lehman Brothers 2004 - 2007
Education
Drexel University
Bachelor of Science (B.S.), Business Administration, Management of Information Systems
Douglas Patience's BNY Mellon Experience 1987 - 1989
Job Federal Court House Building Mgr
Industry Government Administration
Experience
US General Services Admi June 2015 - Present
FEMA November 2012 - June 2015
GSA June 2009 - November 2012
DC Government 2008 - 2009
ARCO WENTWORTH June 2005 - July 2006
Georgia Dome 1993 - 1996
Viacom 1989 - 1993
BNY Mellon 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Purchasing, Collective Bargaining, Property Management, Real Estate, Government Contracting, Contract Negotiation, Strategic Planning, Government, Federal Government, Contract Management, Customer Service, Local Government, Event Management, State Government, Emergency Management, Emergency Planning, Construction Management, Project Management, Project Coordination, Public Speaking, Policy, Budgets, Training, Project Planning, Management, Facilities Management, Government Procurement, Process Scheduler, Supervisory Skills, Proposal Writing, Policy Analysis, Program Management, Analysis, Homeland Security, Military, Security Clearance, DoD, Community Development, Community Outreach, National Security, Command, Exercises, Army, Disaster Response, Public Policy, Contingency Planning, Preparedness, Crisis Management
Education
Pace University 1985 — 1987
Duke University 1980 — 1983
Bachelor of Science (BS), Political Science and Government
Brooklyn Technical
US General Services Admi June 2015 - Present
FEMA November 2012 - June 2015
GSA June 2009 - November 2012
DC Government 2008 - 2009
ARCO WENTWORTH June 2005 - July 2006
Georgia Dome 1993 - 1996
Viacom 1989 - 1993
BNY Mellon 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Purchasing, Collective Bargaining, Property Management, Real Estate, Government Contracting, Contract Negotiation, Strategic Planning, Government, Federal Government, Contract Management, Customer Service, Local Government, Event Management, State Government, Emergency Management, Emergency Planning, Construction Management, Project Management, Project Coordination, Public Speaking, Policy, Budgets, Training, Project Planning, Management, Facilities Management, Government Procurement, Process Scheduler, Supervisory Skills, Proposal Writing, Policy Analysis, Program Management, Analysis, Homeland Security, Military, Security Clearance, DoD, Community Development, Community Outreach, National Security, Command, Exercises, Army, Disaster Response, Public Policy, Contingency Planning, Preparedness, Crisis Management
Education
Pace University 1985 — 1987
Duke University 1980 — 1983
Bachelor of Science (BS), Political Science and Government
Brooklyn Technical
Michael Bates, Jr.'s BNY Mellon Experience September 2015 - Present
Job NAV Operations Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon June 2013 - August 2015
BNY Mellon June 2012 - June 2013
Freedom Rings Partnership - Drexel University April 2011 - March 2012
North American Mission Board September 2008 - March 2012
Macquarie Group July 2010 - March 2011
Laurence A. Baiada Center April 2008 - March 2010
Nuveen Investments March 2009 - September 2009
Adecco Employment Services June 2008 - August 2008
R & G Property Services June 2006 - July 2008
Skills
Access, PowerPoint, Microsoft Word, APL, Basecamp, Bloomberg Terminal, Excel, Factset, MS Project, Outlook, SharePoint, Word, Training, Microsoft Excel, Management, Finance, Analysis
Education
Drexel University 2008 — 2012
Bachelor's of Business Administration, Finance
BNY Mellon September 2015 - Present
BNY Mellon June 2013 - August 2015
BNY Mellon June 2012 - June 2013
Freedom Rings Partnership - Drexel University April 2011 - March 2012
North American Mission Board September 2008 - March 2012
Macquarie Group July 2010 - March 2011
Laurence A. Baiada Center April 2008 - March 2010
Nuveen Investments March 2009 - September 2009
Adecco Employment Services June 2008 - August 2008
R & G Property Services June 2006 - July 2008
Skills
Access, PowerPoint, Microsoft Word, APL, Basecamp, Bloomberg Terminal, Excel, Factset, MS Project, Outlook, SharePoint, Word, Training, Microsoft Excel, Management, Finance, Analysis
Education
Drexel University 2008 — 2012
Bachelor's of Business Administration, Finance
Paul Guinan's BNY Mellon Experience July 2008 - March 2013
Job Manager, Securities Lending & Market Risk at RMA
Industry Banking
Experience
The Risk Management Association April 2014 - Present
IMS Health December 2013 - April 2014
SEI March 2013 - October 2013
BNY Mellon July 2008 - March 2013
Skills
Mutual Funds, Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Financial Modeling, Valuation, Series 7, Asset Allocation, Alternative Investments, Microsoft Office, Investment Strategies, Market Research, Business Analysis, Microsoft Excel, Investment Advisory, Wealth Management, Hedge Funds, Management, Finance, Financial Services, Banking
Education
CFA Institute 2013 — 2013
Rider University 2006 — 2008
MBA, Finance
Drexel University 2001 — 2006
BS, Commerce & Engineering
The Risk Management Association April 2014 - Present
IMS Health December 2013 - April 2014
SEI March 2013 - October 2013
BNY Mellon July 2008 - March 2013
Skills
Mutual Funds, Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Financial Modeling, Valuation, Series 7, Asset Allocation, Alternative Investments, Microsoft Office, Investment Strategies, Market Research, Business Analysis, Microsoft Excel, Investment Advisory, Wealth Management, Hedge Funds, Management, Finance, Financial Services, Banking
Education
CFA Institute 2013 — 2013
Rider University 2006 — 2008
MBA, Finance
Drexel University 2001 — 2006
BS, Commerce & Engineering
Naisaj Shah's BNY Mellon Experience September 2006 - Present
Job Supervisor Alternative Investment Services
Industry Financial Services
Experience
BNY Mellon September 2006 - Present
BNY Mellon July 2014 - August 2014
BNY Mellon July 2013 - September 2013
Enterprise Rent-A-Car February 2002 - November 2003
Skills
Financial Analysis, Cash Management, Customer Service, Branch Management, Finance, Credit Analysis, Microsoft Excel, Accounting, Strategic Financial..., Sales, Financial Services, Financial Planning, Investments, Financial Risk, Time Management
Education
Drexel University - College of Business and Administration 1998 — 2001
BNY Mellon September 2006 - Present
BNY Mellon July 2014 - August 2014
BNY Mellon July 2013 - September 2013
Enterprise Rent-A-Car February 2002 - November 2003
Skills
Financial Analysis, Cash Management, Customer Service, Branch Management, Finance, Credit Analysis, Microsoft Excel, Accounting, Strategic Financial..., Sales, Financial Services, Financial Planning, Investments, Financial Risk, Time Management
Education
Drexel University - College of Business and Administration 1998 — 2001
Bob Near's BNY Mellon Experience May 1985 - Present
Job MD at BNY Mellon
Industry Banking
Experience
BNYM MDBNY MellonMay 1985 - Present
BNY Mellon May 1985 - Present
Skills
Fixed Income, Trading, Derivatives, FX Options, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
Duke University
BNYM MDBNY MellonMay 1985 - Present
BNY Mellon May 1985 - Present
Skills
Fixed Income, Trading, Derivatives, FX Options, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
Duke University
Chinmay Panchal's BNY Mellon Experience June 2010 - Present
Job AIS Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon June 2010 - Present
Credit Suisse September 2008 - April 2009
Bank of New York Mellon September 2007 - March 2008
Bank of New York Mellon September 2006 - March 2007
Skills
Hedge Funds, Accounting, Derivatives, Advent Geneva, InvestOne, Fund Accounting, Fixed Income, Equities, Microsoft Office, Back Office, Securities, Alternative Investments, Fund Administration, Bloomberg
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Drexel University - LeBow College of Business 2006 — 2008
MBA, Accounting
Drexel University - LeBow College of Business 2006 — 2008
MBA, Financial Management
SNGV
SNGV
BNY Mellon June 2010 - Present
Credit Suisse September 2008 - April 2009
Bank of New York Mellon September 2007 - March 2008
Bank of New York Mellon September 2006 - March 2007
Skills
Hedge Funds, Accounting, Derivatives, Advent Geneva, InvestOne, Fund Accounting, Fixed Income, Equities, Microsoft Office, Back Office, Securities, Alternative Investments, Fund Administration, Bloomberg
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Drexel University - LeBow College of Business 2006 — 2008
MBA, Accounting
Drexel University - LeBow College of Business 2006 — 2008
MBA, Financial Management
SNGV
SNGV
Larry Stackhouse's BNY Mellon Experience May 2004 - Present
Job Vice President Business Line Controller
Industry Financial Services
Experience
BNY Mellon May 2004 - Present
Quest Diagnostics January 2000 - December 2003
GSK January 1994 - January 1999
GSK September 1992 - January 1994
GSK September 1991 - September 1992
Westmoreland Coal Company January 1985 - May 1991
Skills
Forecasting, Process Improvement, Financial Analysis, Financial Reporting, Budgets, Management, Leadership, Strategic Financial..., Analysis, Finance, Accounting, Strategic Planning, Auditing, Project Management, Business Strategy, Variance Analysis, Project Planning, General Ledger, Human Resources, PeopleSoft, Business Process, Internal Controls, Financial Services, Corporate Finance, Managerial Finance, Due Diligence, Business Analysis, Executive Management, Financial Modeling, Pricing, Risk Management, Financial Forecasting, Financial Planning
Education
Drexel University - LeBow College of Business 1979 — 1984
Bachelors, Business Administration
St. James High School 1976 — 1979
Diploma
BNY Mellon May 2004 - Present
Quest Diagnostics January 2000 - December 2003
GSK January 1994 - January 1999
GSK September 1992 - January 1994
GSK September 1991 - September 1992
Westmoreland Coal Company January 1985 - May 1991
Skills
Forecasting, Process Improvement, Financial Analysis, Financial Reporting, Budgets, Management, Leadership, Strategic Financial..., Analysis, Finance, Accounting, Strategic Planning, Auditing, Project Management, Business Strategy, Variance Analysis, Project Planning, General Ledger, Human Resources, PeopleSoft, Business Process, Internal Controls, Financial Services, Corporate Finance, Managerial Finance, Due Diligence, Business Analysis, Executive Management, Financial Modeling, Pricing, Risk Management, Financial Forecasting, Financial Planning
Education
Drexel University - LeBow College of Business 1979 — 1984
Bachelors, Business Administration
St. James High School 1976 — 1979
Diploma
Fred DiCocco's BNY Mellon Experience January 2015 - Present
Job Managing Director Global Head of Market Management at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2015 - Present
BNY Mellon November 2012 - December 2014
BNY Mellon January 2009 - November 2012
The Bank of New York Mellon July 2006 - January 2009
Skills
Banking, Payments, Relationship Management, Trade Finance, Treasury, Financial Services, Capital Markets, Management, Treasury Services, Strategy, Cash Management, Liquidity Management, Business Development, Risk Management, Product Development
Education
Drexel University - LeBow College of Business 1984 — 1986
MBA, Finance
BNY Mellon January 2015 - Present
BNY Mellon November 2012 - December 2014
BNY Mellon January 2009 - November 2012
The Bank of New York Mellon July 2006 - January 2009
Skills
Banking, Payments, Relationship Management, Trade Finance, Treasury, Financial Services, Capital Markets, Management, Treasury Services, Strategy, Cash Management, Liquidity Management, Business Development, Risk Management, Product Development
Education
Drexel University - LeBow College of Business 1984 — 1986
MBA, Finance
Brian Fay's BNY Mellon Experience 1997 - Present
Job Financial Controller and Managing Director, Finance at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1997 - Present
Skills
Equities, Financial Analysis, Mutual Funds
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Providence College 1978 — 1982
BA, Mathematical Economics
BNY Mellon 1997 - Present
Skills
Equities, Financial Analysis, Mutual Funds
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Providence College 1978 — 1982
BA, Mathematical Economics
Linda Mula's BNY Mellon Experience 2009 - 2013
Job Accounting Professional
Industry Accounting
Experience
BNY Mellon 2009 - 2013
PPG Industries, Inc. July 1985 - January 2009
Education
Duquesne University 1978 — 1982
BSBA, MBA, Accounting
BNY Mellon 2009 - 2013
PPG Industries, Inc. July 1985 - January 2009
Education
Duquesne University 1978 — 1982
BSBA, MBA, Accounting
Laura Motzer's BNY Mellon Experience 2011 - Present
Job Client Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2011 - Present
Delaware Investments November 1998 - 2011
Delaware Investments November 1998 - August 2002
Education
Drexel University 2001 — 2008
Bachelors of Architecture, Architecture
Franklin & Marshall College 1992 — 1996
BA, Business Administration
BNY Mellon 2011 - Present
Delaware Investments November 1998 - 2011
Delaware Investments November 1998 - August 2002
Education
Drexel University 2001 — 2008
Bachelors of Architecture, Architecture
Franklin & Marshall College 1992 — 1996
BA, Business Administration
Sam Tropio's BNY Mellon Experience July 2011 - September 2011
Job Investor Services Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management January 2015 - Present
Aberdeen Asset Management September 2011 - December 2014
BNY Mellon July 2011 - September 2011
Delaware Investments November 2007 - July 2011
Education
Drexel University - LeBow College of Business 2000 — 2005
B.S., Finance
Aberdeen Asset Management January 2015 - Present
Aberdeen Asset Management September 2011 - December 2014
BNY Mellon July 2011 - September 2011
Delaware Investments November 2007 - July 2011
Education
Drexel University - LeBow College of Business 2000 — 2005
B.S., Finance
Jennifer Scaria's BNY Mellon Experience November 2012 - July 2013
Job Marketing Executive
Industry Marketing and Advertising
Experience
Bank of America May 2014 - Present
Bank of America August 2013 - April 2014
BNY Mellon November 2012 - July 2013
Bank of America April 2011 - October 2012
Red Autumn Events July 2006 - March 2011
Cigna Group Insurance July 2005 - June 2006
AstraZeneca September 2004 - March 2005
Skills
Microsoft Office, FileMaker Pro, Dreamweaver, Adobe Acrobat Pro, Adobe Creative Suite, SharePoint, Windows NT, Windows XP Pro, Windows 7, Mac OS X, QuarkXPress, SQL, Photoshop, InDesign, Adobe Acrobat, Web Development, OS X
Education
Drexel University 2001 — 2006
Bachelor of Science in Business Administration, Marketing
Bank of America May 2014 - Present
Bank of America August 2013 - April 2014
BNY Mellon November 2012 - July 2013
Bank of America April 2011 - October 2012
Red Autumn Events July 2006 - March 2011
Cigna Group Insurance July 2005 - June 2006
AstraZeneca September 2004 - March 2005
Skills
Microsoft Office, FileMaker Pro, Dreamweaver, Adobe Acrobat Pro, Adobe Creative Suite, SharePoint, Windows NT, Windows XP Pro, Windows 7, Mac OS X, QuarkXPress, SQL, Photoshop, InDesign, Adobe Acrobat, Web Development, OS X
Education
Drexel University 2001 — 2006
Bachelor of Science in Business Administration, Marketing
Olivia Moy's BNY Mellon Experience September 2013 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon September 2013 - Present
Ally Financial Inc. January 2012 - September 2013
Societe Generale March 2008 - August 2011
HSBC July 2005 - March 2008
JPMorgan Chase March 2003 - July 2005
Deustche Bank April 1999 - June 2002
Skills
Business Process..., Collateral Management, Derivatives, Business Analysis, Middle Office, Credit Derivatives, Counterparty Risk, ISDA, Operational Risk, Capital Markets, Fixed Income, Banking, Commodity, Portfolio Management
Education
New York Institute of Technology 2004 — 2006
MBA, Finance
Pace University 1999 — 2002
BBA, Business Management
Drexel University - LeBow College of Business 1997 — 1999
Business Management
BNY Mellon September 2013 - Present
Ally Financial Inc. January 2012 - September 2013
Societe Generale March 2008 - August 2011
HSBC July 2005 - March 2008
JPMorgan Chase March 2003 - July 2005
Deustche Bank April 1999 - June 2002
Skills
Business Process..., Collateral Management, Derivatives, Business Analysis, Middle Office, Credit Derivatives, Counterparty Risk, ISDA, Operational Risk, Capital Markets, Fixed Income, Banking, Commodity, Portfolio Management
Education
New York Institute of Technology 2004 — 2006
MBA, Finance
Pace University 1999 — 2002
BBA, Business Management
Drexel University - LeBow College of Business 1997 — 1999
Business Management
Janlyn Fankulewski's BNY Mellon Experience August 2011 - Present
Job VP, Management OfficeGlobal End User Productivity and End User Development at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Bank of New York Mellon April 2010 - November 2011
The Bank of New York Mellon January 2010 - May 2010
Macy's Central May 2008 - May 2009
Macy's Midwest August 2006 - May 2008
Skills
Finance, Forecasting, Financial Reporting, Management, Accounting, Business Analysis, Risk Management, Project Management
Education
Duquesne University
Masters, Education
Robert Morris University
Bachelor, Business
BNY Mellon August 2011 - Present
Bank of New York Mellon April 2010 - November 2011
The Bank of New York Mellon January 2010 - May 2010
Macy's Central May 2008 - May 2009
Macy's Midwest August 2006 - May 2008
Skills
Finance, Forecasting, Financial Reporting, Management, Accounting, Business Analysis, Risk Management, Project Management
Education
Duquesne University
Masters, Education
Robert Morris University
Bachelor, Business
Russell Lum's BNY Mellon Experience 1997 - Present
Job Lead Software Engineer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1997 - Present
Litton PRC 1991 - 1997
Skills
Systems Analysis, SDLC, System Design, Business Analysis, SQL, Requirements Gathering, Quality Assurance, Programming, Software Development, Unix, Requirements Analysis, XML, Enterprise Architecture, Microsoft SQL Server, Vendor Management, Mutual Funds, Agile Methodologies, Software Project...
Education
Villanova University 1996 — 2000
MS, Computer Science
Drexel University
BS, Computer Science
BNY Mellon 1997 - Present
Litton PRC 1991 - 1997
Skills
Systems Analysis, SDLC, System Design, Business Analysis, SQL, Requirements Gathering, Quality Assurance, Programming, Software Development, Unix, Requirements Analysis, XML, Enterprise Architecture, Microsoft SQL Server, Vendor Management, Mutual Funds, Agile Methodologies, Software Project...
Education
Villanova University 1996 — 2000
MS, Computer Science
Drexel University
BS, Computer Science
Stan Nevgloski's BNY Mellon Experience August 2012 - Present
Job Eagle Platform Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Pershing, a BNY Mellon company May 2010 - August 2012
Stifel Nicolaus July 1999 - August 2009
Fiserv EFT October 1996 - July 1999
Fiserv EFT February 1992 - October 1996
Philadelphia Stock Exchange September 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 24, Asset Management, Portfolio Management, Due Diligence, Securities, Wealth Management, Corporate Actions, Back Office, Series 63, Managing Accounts, Bloomberg, Financial Services, Separately Managed..., Trading, Fixed Income, Investments, Equities, Bonds, FINRA, Asset Allocation
Education
Drexel University 1988 — 1992
North Catholic
BNY Mellon August 2012 - Present
Pershing, a BNY Mellon company May 2010 - August 2012
Stifel Nicolaus July 1999 - August 2009
Fiserv EFT October 1996 - July 1999
Fiserv EFT February 1992 - October 1996
Philadelphia Stock Exchange September 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 24, Asset Management, Portfolio Management, Due Diligence, Securities, Wealth Management, Corporate Actions, Back Office, Series 63, Managing Accounts, Bloomberg, Financial Services, Separately Managed..., Trading, Fixed Income, Investments, Equities, Bonds, FINRA, Asset Allocation
Education
Drexel University 1988 — 1992
North Catholic
Neil Mannion's BNY Mellon Experience February 2006 - July 2010
Job Business Analyst at SimCorp
Industry Financial Services
Experience
SimCorp November 2012 - Present
Lazard Asset Management October 2010 - October 2012
BNY Mellon February 2006 - July 2010
Eircom November 2002 - December 2004
Skills
Financial Services, Account Reconciliation, Accounting, Cash Management, Banking, Investments, Pricing, Currency, Hedge Funds, Bloomberg, Mutual Funds, Requirements Gathering, Back Office, Middle Office, Software Implementation, Requirements Analysis, Equities, Fixed Income, Derivatives, Settlement, Business Workflows, Financial Instruments, Financial Reporting
Education
Dublin Business School 2003 — 2004
ICM Diploma, Stock Market Trading
Dublin Business School 2001 — 2003
ICM Diploma, Business Studies & Management
SimCorp November 2012 - Present
Lazard Asset Management October 2010 - October 2012
BNY Mellon February 2006 - July 2010
Eircom November 2002 - December 2004
Skills
Financial Services, Account Reconciliation, Accounting, Cash Management, Banking, Investments, Pricing, Currency, Hedge Funds, Bloomberg, Mutual Funds, Requirements Gathering, Back Office, Middle Office, Software Implementation, Requirements Analysis, Equities, Fixed Income, Derivatives, Settlement, Business Workflows, Financial Instruments, Financial Reporting
Education
Dublin Business School 2003 — 2004
ICM Diploma, Stock Market Trading
Dublin Business School 2001 — 2003
ICM Diploma, Business Studies & Management
Josh Malone's BNY Mellon Experience December 2011 - February 2013
Job Financial Analyst Business Planning at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2013 - Present
BNY Mellon December 2011 - February 2013
The Bank of New York Mellon July 2010 - December 2011
University Computer Center April 2007 - April 2009
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, JavaScript, Microsoft Word, Budgets, SQL, Finance, Accounting, Excel, Word, Microstrategy, Chargebacks, Windows 7, Databases, Financial Modeling, Financial Analysis, Risk Management, Wealth Management, Mutual Funds, Financial Services, Cartesis, HTML, SEI Trust 3000
Education
Duquesne University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Pittsburgh 2006 — 2010
Bachelor of Science, Business Management, Economics, Finance, 3.97/4.0
BNY Mellon Wealth Management March 2013 - Present
BNY Mellon December 2011 - February 2013
The Bank of New York Mellon July 2010 - December 2011
University Computer Center April 2007 - April 2009
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, JavaScript, Microsoft Word, Budgets, SQL, Finance, Accounting, Excel, Word, Microstrategy, Chargebacks, Windows 7, Databases, Financial Modeling, Financial Analysis, Risk Management, Wealth Management, Mutual Funds, Financial Services, Cartesis, HTML, SEI Trust 3000
Education
Duquesne University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Pittsburgh 2006 — 2010
Bachelor of Science, Business Management, Economics, Finance, 3.97/4.0
Sarah Taymore's BNY Mellon Experience November 2000 - Present
Job Manager
Industry Financial Services
Experience
BNY Mellon November 2000 - Present
Education
Duke University
BA
BNY Mellon November 2000 - Present
Education
Duke University
BA
Andrew Dao's BNY Mellon Experience July 2015 - Present
Job Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2015 - Present
Computer Connection April 2011 - July 2015
Linked IT Solutions April 2010 - June 2010
Skills
Leadership, Blogging, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service
Education
Temple University 2012 — 2014
Bachelor of Business Administration, Finance, 3.27
Drexel University
Bachelor of Science, Business Administration
BNY Mellon July 2015 - Present
Computer Connection April 2011 - July 2015
Linked IT Solutions April 2010 - June 2010
Skills
Leadership, Blogging, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service
Education
Temple University 2012 — 2014
Bachelor of Business Administration, Finance, 3.27
Drexel University
Bachelor of Science, Business Administration
Akia Cook's BNY Mellon Experience July 2007 - Present
Job Investment Accountant at PNC Financial Services Group
Industry Financial Services
Experience
BNY Mellon July 2007 - Present
ING February 2005 - July 2007
Skills
Bloomberg, Financial Analysis, Account Reconciliation, Treasury Management, Fund Accounting, Banking, Investments, Financial Reporting, Financial Modeling, Strategic Financial..., Accounting, Mutual Funds, Financial Accounting, Cash Management, Credit, Finance, Fund Administration
Education
Drexel University 2003 — 2005
Bachelor's degree, Accounting
BNY Mellon July 2007 - Present
ING February 2005 - July 2007
Skills
Bloomberg, Financial Analysis, Account Reconciliation, Treasury Management, Fund Accounting, Banking, Investments, Financial Reporting, Financial Modeling, Strategic Financial..., Accounting, Mutual Funds, Financial Accounting, Cash Management, Credit, Finance, Fund Administration
Education
Drexel University 2003 — 2005
Bachelor's degree, Accounting
Alexander (Bud) Mattern's BNY Mellon Experience 1994 - 2006
Job Experienced Financial Professional
Industry Financial Services
Experience
DVCH, Inc. May 2006 - Present
Applied Card Systems August 2006 - September 2007
BNY Mellon 1994 - 2006
Skills
Operations Management, Training, Banking, Management, Budgets, Coaching, Team Building, Forecasting, Project Management, Finance, Software Documentation, Risk Management, Performance Management, Strategic Planning
Education
Drexel University - LeBow College of Business
MBA
Gettysburg College
BA
DVCH, Inc. May 2006 - Present
Applied Card Systems August 2006 - September 2007
BNY Mellon 1994 - 2006
Skills
Operations Management, Training, Banking, Management, Budgets, Coaching, Team Building, Forecasting, Project Management, Finance, Software Documentation, Risk Management, Performance Management, Strategic Planning
Education
Drexel University - LeBow College of Business
MBA
Gettysburg College
BA
Francis A. Boyle, CPA, MST's BNY Mellon Experience January 1998 - September 2004
Job Tax Planning and Preparation for Estate, Gift, GST, Fiduciary, and Individual Income Taxes
Industry Financial Services
Experience
Morgan Lewis and Bockius PPC April 2012 - May 2013
PNC September 2004 - April 2012
BNY Mellon January 1998 - September 2004
BNY Mellon January 1991 - January 1998
BNY Mellon May 1984 - January 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Photoshop, Pro System (CCH) -..., Pro Series (Intuit) -..., Lacerte (Intuit) -..., Lackner Group 6 in 1..., One Soursce Trust &..., Personal Income Tax...
Education
Drexel University - College of Business and Administration 1981 — 1983
Master of Science, Taxation
Villanova University 1972 — 1976
Bachelor of Science, Accounting
Morgan Lewis and Bockius PPC April 2012 - May 2013
PNC September 2004 - April 2012
BNY Mellon January 1998 - September 2004
BNY Mellon January 1991 - January 1998
BNY Mellon May 1984 - January 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Photoshop, Pro System (CCH) -..., Pro Series (Intuit) -..., Lacerte (Intuit) -..., Lackner Group 6 in 1..., One Soursce Trust &..., Personal Income Tax...
Education
Drexel University - College of Business and Administration 1981 — 1983
Master of Science, Taxation
Villanova University 1972 — 1976
Bachelor of Science, Accounting
Angela Moyo Hardy's BNY Mellon Experience September 2006 - Present
Job Investment, HomeCare professional
Industry Financial Services
Experience
Hardy Helpers HomeCare Professionals October 2014 - Present
BNY Mellon September 2006 - Present
ICRC January 1991 - February 1998
Austrian Sevice for Development December 1989 - December 1990
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Accounting, Financial Reporting, Account Reconciliation, Finance, Financial Accounting, Accounts Receivable, Financial Analysis, Analysis
Education
Drexel University 2000 — 2003
Bachelor of Science (BSc), Accounting and Finance
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Accounting
Hardy Helpers HomeCare Professionals October 2014 - Present
BNY Mellon September 2006 - Present
ICRC January 1991 - February 1998
Austrian Sevice for Development December 1989 - December 1990
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Accounting, Financial Reporting, Account Reconciliation, Finance, Financial Accounting, Accounts Receivable, Financial Analysis, Analysis
Education
Drexel University 2000 — 2003
Bachelor of Science (BSc), Accounting and Finance
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Accounting
Alex Jameson's BNY Mellon Experience June 2011 - Present
Job Operations Manager
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
BNY Mellon June 2008 - May 2011
BNY Mellon January 2006 - June 2008
Skills
Reconciliation, Operations Management, Smartstream TLM, Security Processing, Account Reconciliation, Management, Fund Accounting, Wealth Management, Performance Management, Interviews, Bloomberg, DTC, Mutual Funds, Securities, Banking, Back Office, Operational Risk..., Financial Services, Corporate Actions, Fund Administration, Equities, Leadership, Hedge Funds, Alternative Investments, Internal Controls, Settlement, Fixed Income, Process Improvement, Project Management
Education
Drexel University - College of Business and Administration 2001 — 2004
B.S., Accounting
Gymnasium am Kirschgarten 1996 — 1999
BNY Mellon June 2011 - Present
BNY Mellon June 2008 - May 2011
BNY Mellon January 2006 - June 2008
Skills
Reconciliation, Operations Management, Smartstream TLM, Security Processing, Account Reconciliation, Management, Fund Accounting, Wealth Management, Performance Management, Interviews, Bloomberg, DTC, Mutual Funds, Securities, Banking, Back Office, Operational Risk..., Financial Services, Corporate Actions, Fund Administration, Equities, Leadership, Hedge Funds, Alternative Investments, Internal Controls, Settlement, Fixed Income, Process Improvement, Project Management
Education
Drexel University - College of Business and Administration 2001 — 2004
B.S., Accounting
Gymnasium am Kirschgarten 1996 — 1999
Paul Myshrall's BNY Mellon Experience March 2012 - July 2015
Job Experienced professional accountant
Industry Investment Management
Experience
BNY Mellon March 2012 - July 2015
American National Insurance Co. May 2008 - February 2012
Universal Weather 2005 - 2008
Transamerica 2005 - 2005
ING 2001 - 2004
PFPC 1998 - 2001
Skills
Financial Reporting, Mutual Funds, Investments, Insurance, Bloomberg, Fund Accounting, Excel, Process Improvement, Access, Pricing, Crystal Reports, Valuation, Microsoft Excel, Financial Analysis, Financial Statements, Accounting, Analysis, Financial Accounting, Finance, Derivatives, Equities, Fixed Income, Financial Services, General Ledger
Education
Drexel University - College of Business and Administration 1990 — 1997
Bachelor of Science (BS), Accounting and Finance
BNY Mellon March 2012 - July 2015
American National Insurance Co. May 2008 - February 2012
Universal Weather 2005 - 2008
Transamerica 2005 - 2005
ING 2001 - 2004
PFPC 1998 - 2001
Skills
Financial Reporting, Mutual Funds, Investments, Insurance, Bloomberg, Fund Accounting, Excel, Process Improvement, Access, Pricing, Crystal Reports, Valuation, Microsoft Excel, Financial Analysis, Financial Statements, Accounting, Analysis, Financial Accounting, Finance, Derivatives, Equities, Fixed Income, Financial Services, General Ledger
Education
Drexel University - College of Business and Administration 1990 — 1997
Bachelor of Science (BS), Accounting and Finance
Thomas Wardle's BNY Mellon Experience March 2014 - Present
Job Systems Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon March 2014 - Present
JPMorgan Chase June 2011 - February 2014
ACE Group September 2009 - April 2010
UniTek Global Services September 2008 - September 2009
Skills
Financial Analysis, General Ledger, Asset Management, Investment Management, Operations Management, Data Analysis, Data Management, Business Development, Financial Reporting, PeopleSoft, Citrix, Eagle PACE, Bloomberg, DTC, Business Objects, Microsoft Excel, Business Analysis
Education
Drexel University 2006 — 2011
Business Administration, Finance
BNY Mellon March 2014 - Present
JPMorgan Chase June 2011 - February 2014
ACE Group September 2009 - April 2010
UniTek Global Services September 2008 - September 2009
Skills
Financial Analysis, General Ledger, Asset Management, Investment Management, Operations Management, Data Analysis, Data Management, Business Development, Financial Reporting, PeopleSoft, Citrix, Eagle PACE, Bloomberg, DTC, Business Objects, Microsoft Excel, Business Analysis
Education
Drexel University 2006 — 2011
Business Administration, Finance
Sam Schwartzman's BNY Mellon Experience Vice PresidentJPMorgan ChaseJanuary 1991 - March 2005
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Vice PresidentJPMorgan ChaseJanuary 1991 - March 2005
Skills
Hedge Funds, Fixed Income, Securities, Financial Services, Capital Markets, Derivatives, Equities, Investments, Bonds, Mutual Funds, Alternative Investments, Asset Management, Series 7, Bloomberg, Structured Finance
Education
Duke University 1985 — 1989
BNY Mellon Vice PresidentJPMorgan ChaseJanuary 1991 - March 2005
Skills
Hedge Funds, Fixed Income, Securities, Financial Services, Capital Markets, Derivatives, Equities, Investments, Bonds, Mutual Funds, Alternative Investments, Asset Management, Series 7, Bloomberg, Structured Finance
Education
Duke University 1985 — 1989
Randy McGeorge's BNY Mellon Experience March 2002 - Present
Job Senior Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2002 - Present
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Bloomberg, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Derivatives, Asset Allocation, Wealth Management, Securities, Capital Markets, Bonds
Education
Duke University 1990 — 1994
BNY Mellon March 2002 - Present
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Bloomberg, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Derivatives, Asset Allocation, Wealth Management, Securities, Capital Markets, Bonds
Education
Duke University 1990 — 1994
Stephen O'Donnell's BNY Mellon Experience July 2009 - September 2013
Job Portfolio Manager
Industry Financial Services
Experience
Guardian Capital November 2013 - June 2014
BNY Mellon July 2009 - September 2013
Wachovia Securities Financial Network March 1985 - September 2008
Skills
Series 63, Fixed Income, Bonds, Trading, Series 7, Bloomberg, Securities, Asset Management, Equities, Capital Markets, FINRA, Electronic Trading, Series 24, Hedge Funds, Alternative Investments
Education
Duke University 1980 — 1983
Guardian Capital November 2013 - June 2014
BNY Mellon July 2009 - September 2013
Wachovia Securities Financial Network March 1985 - September 2008
Skills
Series 63, Fixed Income, Bonds, Trading, Series 7, Bloomberg, Securities, Asset Management, Equities, Capital Markets, FINRA, Electronic Trading, Series 24, Hedge Funds, Alternative Investments
Education
Duke University 1980 — 1983
Lucas Brickley's BNY Mellon Experience February 2014 - Present
Job NAV Ops Investment Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Mission Critical Partners, Inc July 2012 - September 2012
School District of Philadelphia March 2011 - September 2011
Lacas Coffee Company March 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Analysis, Teamwork, Windows, Analysis, Social Networking
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science in Economics, Finance and Business Administration
BNY Mellon February 2014 - Present
Mission Critical Partners, Inc July 2012 - September 2012
School District of Philadelphia March 2011 - September 2011
Lacas Coffee Company March 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Analysis, Teamwork, Windows, Analysis, Social Networking
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science in Economics, Finance and Business Administration
Cindy Yu, CPA's BNY Mellon Experience December 2010 - Present
Job Tax Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2010 - Present
BNY Mellon August 2005 - November 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Tax, Fund Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Modeling, Bloomberg, General Ledger, Mutual Funds, Finance, Hedge Funds, GAAP, Corporate Tax, Financial Statements, IFRS, US GAAP, CPA, Cash Flow
Education
Drexel University 2003 — 2005
Master's degree, Accounting
BNY Mellon December 2010 - Present
BNY Mellon August 2005 - November 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Tax, Fund Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Modeling, Bloomberg, General Ledger, Mutual Funds, Finance, Hedge Funds, GAAP, Corporate Tax, Financial Statements, IFRS, US GAAP, CPA, Cash Flow
Education
Drexel University 2003 — 2005
Master's degree, Accounting
Benjamin Hudnall's BNY Mellon Experience July 2013 - September 2014
Job Operations Data Management Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
BNY Mellon July 2013 - September 2014
BNY Mellon February 2012 - July 2013
ZRG Partners January 2012 - February 2012
I.E.W.C July 2011 - September 2011
AIG August 2008 - September 2008
Skills
Microsoft Office, Financial Analysis, Financial Reporting, Fund Accounting, Management, Auditing, Institutional Accounting, Bloomberg Software, BNYM IAX Software, SAP, PCOMM 5.5, Equities, Fixed Income, Financial Services, Sales
Education
University of Massachusetts, Amherst 2008 — 2012
BA, Economics
Drexel University 2007 — 2008
BS, Business Administration
Westborough High School 2003 — 2007
MassMutual Financial Group September 2014 - Present
BNY Mellon July 2013 - September 2014
BNY Mellon February 2012 - July 2013
ZRG Partners January 2012 - February 2012
I.E.W.C July 2011 - September 2011
AIG August 2008 - September 2008
Skills
Microsoft Office, Financial Analysis, Financial Reporting, Fund Accounting, Management, Auditing, Institutional Accounting, Bloomberg Software, BNYM IAX Software, SAP, PCOMM 5.5, Equities, Fixed Income, Financial Services, Sales
Education
University of Massachusetts, Amherst 2008 — 2012
BA, Economics
Drexel University 2007 — 2008
BS, Business Administration
Westborough High School 2003 — 2007
Fran Malatesta's BNY Mellon Experience May 2012 - November 2014
Job Senior Relationship Manager at M & T Bank
Industry Financial Services
Experience
M & T Bank April 2015 - Present
BNY Mellon May 2012 - November 2014
Bank of New York Mellon December 2008 - March 2012
US Bank August 2004 - November 2008
Wachovia Bank January 1999 - July 2004
Skills
Customer Relations, Banking, Process Improvement, Client Relationship..., Compliance, Change Management, Team Leadership, Documentation, Project Planning, Financial Services, Management, Business Analysis, Equities, Software Documentation, Investments, Risk Management, Business Development, New Business Development, Sales, Customer Service, Cross-functional Team..., CRM, Financial Reporting, Securities, Project Management
Education
Drexel University - College of Business and Administration 1982 — 1988
Bachelor of Science (BS), Accounting
Drexel University 1981 — 1988
Bachelor's degree, Accounting
M & T Bank April 2015 - Present
BNY Mellon May 2012 - November 2014
Bank of New York Mellon December 2008 - March 2012
US Bank August 2004 - November 2008
Wachovia Bank January 1999 - July 2004
Skills
Customer Relations, Banking, Process Improvement, Client Relationship..., Compliance, Change Management, Team Leadership, Documentation, Project Planning, Financial Services, Management, Business Analysis, Equities, Software Documentation, Investments, Risk Management, Business Development, New Business Development, Sales, Customer Service, Cross-functional Team..., CRM, Financial Reporting, Securities, Project Management
Education
Drexel University - College of Business and Administration 1982 — 1988
Bachelor of Science (BS), Accounting
Drexel University 1981 — 1988
Bachelor's degree, Accounting
Harriet Anewenah's BNY Mellon Experience August 2006 - Present
Job Senior Investment Acc Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2006 - Present
Skills
Bloomberg Terminal, Financial Markets, Valuation, FX Options, Fund Accounting, Investment Management, Fund Administration
Education
Drexel University 2000 — 2003
Master of Business Administration (MBA), Investment Management
Franciscan University of Steubenville 1996 — 1999
Bachelor of Science (B.Sc.), Economics
BNY Mellon August 2006 - Present
Skills
Bloomberg Terminal, Financial Markets, Valuation, FX Options, Fund Accounting, Investment Management, Fund Administration
Education
Drexel University 2000 — 2003
Master of Business Administration (MBA), Investment Management
Franciscan University of Steubenville 1996 — 1999
Bachelor of Science (B.Sc.), Economics
Gordon Berger's BNY Mellon Experience October 2008 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon October 2008 - June 2014
BNY Mellon December 1992 - October 2008
Brown Brothers Harriman & Co August 1987 - December 1992
Skills
Capital Markets, Financial Structuring, Credit, Loans, Bonds, Syndications, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Finance, Securities, Bloomberg, Economics, Mutual Funds, Derivatives, Loan Work-outs, Debt Restructuring, Portfolio Management
Education
William E. Simon School of Business 1985 — 1987
Master of Business Administration (MBA), Finance & Marketing
Duke University 1981 — 1985
Bachelor of Science (B.S.), Economics & Computer Science, Magna Cum Laude
Milton Academy 1979 — 1981
BNY Mellon October 2008 - June 2014
BNY Mellon December 1992 - October 2008
Brown Brothers Harriman & Co August 1987 - December 1992
Skills
Capital Markets, Financial Structuring, Credit, Loans, Bonds, Syndications, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Finance, Securities, Bloomberg, Economics, Mutual Funds, Derivatives, Loan Work-outs, Debt Restructuring, Portfolio Management
Education
William E. Simon School of Business 1985 — 1987
Master of Business Administration (MBA), Finance & Marketing
Duke University 1981 — 1985
Bachelor of Science (B.S.), Economics & Computer Science, Magna Cum Laude
Milton Academy 1979 — 1981
SAMUEL HAILE's BNY Mellon Experience July 2013 - Present
Job Supervisor NAV Operations
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon March 2009 - June 2013
BNY Mellon March 2006 - March 2009
Skills
Capital Markets, Treasury, Banking and trading, derivatives, Options, Swaps, Commodities, Total Return Swaps, equities, money markets, mortgage-backed..., Pricing, TIPS, Pricing Direct, Reuters 3000, Bloomberg, IDC pricing, Fixed Income, Risk Management, Portfolio Management, Banking, Financial Analysis, Financial Services, Equities
Education
University of Delaware 2014 — 2016
Master's Degree, Master of Business Administration (MBA)
Drexel University 2000 — 2003
Bachelor's Degree, B.A. in Management Information System and Accounting.
BNY Mellon July 2013 - Present
BNY Mellon March 2009 - June 2013
BNY Mellon March 2006 - March 2009
Skills
Capital Markets, Treasury, Banking and trading, derivatives, Options, Swaps, Commodities, Total Return Swaps, equities, money markets, mortgage-backed..., Pricing, TIPS, Pricing Direct, Reuters 3000, Bloomberg, IDC pricing, Fixed Income, Risk Management, Portfolio Management, Banking, Financial Analysis, Financial Services, Equities
Education
University of Delaware 2014 — 2016
Master's Degree, Master of Business Administration (MBA)
Drexel University 2000 — 2003
Bachelor's Degree, B.A. in Management Information System and Accounting.
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon