BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Hartford Investment Management Co. (HIMCO) June 2015 - August 2015
BNY Mellon August 2012 - May 2014
Birla Sun Life Asset Management Company Limited (BSLAMCL) June 2011 - July 2011
Skills
Macroeconomics, Sovereign Risk, Bloomberg Terminal, Market Research, Economic Research, Credit Risk, R, Emerging Markets, Statistics, Econometric Modeling, Regression Analysis, Datastream, Equity Research, Eviews, Financial Markets, Financial Analysis, Equities, SPSS, Java, Microsoft Excel, Data Analysis, Financial Modeling, Derivatives, Financial Risk, Microsoft Office, Trading, Investments
Education
Rutgers University-New Brunswick 2014 — 2015
Master of Science (MS), Statistics- Financial Statistics and Risk Management
Fergusson College 2010 — 2012
MA, Economics with Econometrics and Statistics, Distinction
Scottish Church College 2007 — 2010
BSc, Economics with Mathematics and Statistics
Insperity December 2012 - Present
Grand Circle Corporation March 2012 - September 2012
BNY Mellon January 2007 - March 2012
Skills
HRIS
Education
Emmanuel College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Management
Louis Vuitton July 2014 - Present
Louis Vuitton January 2012 - July 2014
Louis Vuitton July 2010 - December 2011
Coach October 2008 - July 2010
BNY Mellon July 2006 - July 2010
Club Monaco September 2009 - May 2010
Fendi June 2009 - August 2009
Skills
Luxury Goods, Fashion, Supply Chain..., Retail, Inventory Management, Merchandising, Supply Chain, Project Planning, Sales, Apparel, Inventory Control, Visual Merchandising, Trend Analysis, Store Operations, Loss Prevention, Retail Sales, Logistics, Trend, Forecasting
Education
Fashion Institute of Technology 2007 — 2010
Bachelor of Science (BS), Fashion Merchandising
Baruch College, The City University of New York 2006 — 2007
Business Administration and Management, General
Credit Suisse September 2014 - Present
BNY Mellon September 2013 - September 2014
Bank of Tokyo-Mitsubishi UFJ December 2012 - July 2013
Bank of America, Merrill Lynch June 2011 - February 2012
Bank of America, Merrill Lynch June 2010 - May 2011
Bank of America, Merrill Lynch January 2009 - May 2010
Merrill Lynch October 2002 - December 2008
Deutsche Bank May 1995 - October 2002
CIBC October 1993 - May 1995
Citibank N.A. April 1987 - October 1993
Skills
FX Operations, FX Options, Back Office, Settlement, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Visio, Hands-on Problem Solver, Account Reconciliation, FX Prime Brokerage, FX Middle Office, Broadridge Proactive, Wall Street, Superior Client Service, Foreign Exchange, Operational Risk, Client Services, Trading, Hedge Funds, Financial Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Botany
Hudson Catholic High School 1973 — 1976
BNY Mellon October 2013 - Present
BNY Mellon October 1999 - December 2012
Skills
Business Analysis, Mutual Funds, Risk Management, Equities, Process Improvement, Microsoft Excel, Securities, Access, Financial Analysis, Vendor Management, Fixed Income, SDLC, Asset Management, Portfolio Management, Customer Service, Banking, Financial Services
Education
Salem State College 2007 — 2010
Bachelor of Science (B.S.), Psychology
Fisher College
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Fisher College
Associate of Science (A.S.), Accounting
BNY Mellon October 2014 - Present
BNY Mellon March 2014 - October 2014
BNY Mellon December 2011 - March 2014
Bridgewater Associates May 2011 - December 2011
Skills
Equities, Hedge Funds, Bloomberg, Derivatives, Troubleshooting, Back Office, Finance, Securities, Microsoft Excel, Financial Analysis, Trading, Management, Middle office operations, Fixed Income, Corporate Actions, Process Improvement, Portfolio reconciliation, Alternative Investments, Portfolio Management, PowerPoint, Bonds, Financial Services, Middle Office...
Education
Fairfield University
BS, Biology
TransPerfect September 2014 - Present
BNY Mellon January 2001 - December 2013
Skills
Global Custody, Securities, Portfolio Management, Series 7, Financial Services, Client Development, Fixed Income, Asset Management, Derivatives, Financial Modeling, Banking, Equities, Hedge Funds, Financial Analysis, Relationship Management, Mutual Funds, Capital Markets, Fund Administration, Investments, Manage Client..., Treasury Management, Risk Management, Alternative Investments, Cash Management, Bonds, Bloomberg, Corporate Trust, Asset Allocation, Fund Accounting, Financial Markets, Wealth Management, Securities Lending, Back Office, Investment Management, Middle Office, Corporate Actions, Financial Risk, Credit Risk, Settlement, Collateral Management, Financial Institutions, Structured Finance, Liquidity Management, Investment Banking, Structured Products, Options, Operational Risk, Series 63, KYC, AML
Education
Fairleigh Dickinson University 1980 — 1984
Accounting, Accounting
BNY Mellon March 1992 - Present
Bank of New York/Mellon March 1992 - September 2011
Skills
Management, Team Leadership, Analysis, Application Architecture, Communication protocols, Financial Transactions, Messaging Development, SDLC, Software Development, Communication Protocols, Requirements Analysis
Education
Brooklyn College 1971 — 1975
Bachelor of Science (B.S.), Computer Science
Farmingdale State University of New York 1963 — 1964
BNY Mellon September 2005 - March 2015
BNY Mellon (formerly known as Bank of New York) October 1985 - September 2005
JPMorgan Chase 1981 - 1983
Skills
Using all Microsoft..., Fixed Income, Financial Services, Capital Markets, Investments, Strategic Planning, Business Strategy, Team Building, Sales, Mergers & Acquisitions, Marketing, Marketing Strategy, Coaching, Public Speaking, Sales Management, SDLC, Equities, Business Analysis, Derivatives, Vendor Management, Negotiation, Microsoft Office, Banking, Leadership, Familar with MS Word,..., Skilled in research,...
Education
Fashion Institute of Technology 1992 — 1993
Art History
St. John's University/New York - Liberal Arts 1983 — 1985
Liberal Arts and Sciences/Liberal Studies
Pratt Institute 1978 — 1980
Associate of Arts and Sciences (AAS), Apparel and Textiles
BNY Mellon January 2013 - Present
The Worth Collection,Ltd. May 2012 - September 2012
The Worth Collection,Ltd. June 2011 - August 2011
High Crest Lake Lodge, Inc. May 2010 - August 2010
High Crest Lake Lodge, Inc. May 2009 - August 2009
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Budgets, Strategic Planning, Outlook, Negotiation, Windows
Education
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Economics
BNY Mellon August 2015 - Present
Marketplace Solutions, LLC March 2015 - July 2015
Starbucks June 2014 - September 2014
HSBC April 2013 - May 2013
Skills
Financial Modeling, Risk Management, Management, Finance, R, Microsoft Office, Bloomberg, Quantitative Analytics, Portfolio Management, VBA, Financial Risk, SQL, Time Series Analysis, Fixed Income, Financial Markets, @Risk, Regression Analysis, Credit Risk, Derivatives, Monte Carlo Simulation, Venture Capital
Education
University of Washington 2013 — 2014
Master of Science (MS), Computational Finance and Risk Management
Xi'an Jiaotong University 2009 — 2013
Bachelor of Science (BS), Finance, General
Feng Chia University 2011 — 2011
School of Business, 4.0/4.0
GLD Technology Group, Inc. December 2014 - Present
DLR Creative Studio 2013 - Present
LAL Designs / LAL Photography 2009 - Present
Pilot Automotive, Inc. October 2013 - August 2014
Hand Held Items September 2013 - September 2013
Lollicup USA, Inc. June 2013 - August 2013
US Orthodontic Products January 2013 - May 2013
PETROL July 2011 - August 2011
BNY Mellon September 2007 - February 2009
Skills
Graphic Design, Photoshop, Posters, Logos, Advertising, Photography, Mac, Brand Development, Product Development, PC, Illustrator, InDesign, Logo Design, Image Editing, Creative Strategy, Web Design, Vector Illustration, Adobe Acrobat, Microsoft Office, Marketing, Adobe Creative Suite, Creative Direction, Art Direction, Banners, Catalogs, Flyers, Art, Digital Photography, Packaging, Image Manipulation, Brochures, Layout
Education
Fashion Institute of Design & Merchandising 2007 — 2009
AA, Graphic Design
BNY Mellon June 2013 - December 2013
Dunkin' Donuts National DCP, LLC 2012 - 2013
Education
Fisher College 2010 — 2014
Bachelor's degree, Human Resources Management/Personnel Administration, General
Fisher College 1998 — 2003
Associate's degree, Computer Science
TD 2009 - Present
JPMorgan Chase 2006 - 2009
BNY Mellon 1986 - 2006
Skills
Credit, Banking, Loans, Credit Analysis, Commercial Banking
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance
William Paterson University of New Jersey
Bachelor of Arts (BA), Accounting and Economics
JPMorgan Chase June 2014 - Present
Medin Corporation August 2013 - May 2014
BNY Mellon July 2010 - August 2012
P.S.A.E.L. Petrotrin July 2006 - June 2007
Skills
PowerPoint, Word, Excel, Microsoft Office, Access, Outlook, Lotus Notes, Microsoft Excel, Microsoft Word, Financial Modeling, Visio, Research, Accounting Principles, Financial Analysis, Economic Data Analysis, Econometrics, Risk Management, Social Responsibility, Problem Solving, Team Effectiveness, Relationship Management, Strategic Planning, Accounting, Teamwork, Analysis, Customer Service
Education
Seton Hall University 2010 — 2013
BS, Economics
Essex County College 2007 — 2010
Associate of Science (A.S.), Business Administration
Santa Clara County Sheriff's Office June 2015 - July 2015
Federal Reserve System - San Francisco January 2013 - January 2015
Federal Reserve System - New York Head Office/Markets February 2012 - December 2012
Federal Reserve System - New York Head Office/Markets May 2007 - February 2012
Federal Reserve System - East Rutherford Operations Center February 2004 - May 2007
BNY Mellon May 2001 - October 2003
Telemarketing Concepts 1998 - 2001
Skills
Risk Management, Analysis, Business Analysis, Management, Program Management, Financial Services, Business Process, Strategic Planning, Accounting, Cash Management, Financial Analysis, Integration, Mergers & Acquisitions, Training, Investments, Mergers, Agile Methodologies, Agile & Waterfall..., Agile Project Management, Requirements Analysis, Requirements Gathering, Gap Analysis, Process Improvement
Education
Felician College 2005 — 2007
MBA, Etrepreneurship and Innovation
State University of New York at New Paltz 2002 — 2003
MA, Sociology
State University of New York at New Paltz 1998 — 2002
BA, International Relations
BNY Mellon 1995 - Present
Brown Brothers Harriman 1986 - 1995
Skills
Global Custody, Settlement, Corporate Actions, Securities, Securities Lending, Fixed Income, Back Office, Equities, Fund Administration, Middle Office, SWIFT payments, Fund Accounting, Collateral Management, Banking, Mutual Funds, Financial Services, Derivatives
Education
Fairfield University
MGI 2012 - Present
BNY Mellon October 2007 - 2012
Weaver and Tidwell LLP - Risk Advisory Services November 2006 - October 2007
The Bank of New York – Securities Processing April 2005 - November 2006
New York Stock Exchange - MFR July 2002 - April 2005
Sovereign Bank/Sun Life Financial Services, Inc April 2000 - July 2002
Skills
Working on my CIA, Financial Analysis, Risk Management, Internal Controls, Financial Reporting, Accounting, Financial Modeling, Internal Audit, Financial Risk, Financial Accounting, Banking, AML, Sarbanes-Oxley Act, Due Diligence, Financial Services, Cash Management, Finance, Financial Statement..., Account Reconciliation, Securities, Financial Audits, Enterprise Risk..., SEC filings, GAAP, Sarbanes-Oxley, Auditing, Management, Anti Money Laundering
Education
Fairleigh Dickinson University 2005 — 2006
MBA, Finance
Fairleigh Dickinson University
Bachelor's Degree, Finance and Economics
North Bergen HS
BNY Mellon September 2012 - Present
Aetna Capital Management, LLC Fund of Hedge Funds March 2008 - December 2012
Merrill Lynch May 2006 - September 2006
Skills
Investor Relations, Operations Management, Compliance, Financial Analysis, Financial Reporting, Financial Accounting, Cash Management, New Business Development, Business Development, Business Strategy, Internal Audit, Financial Audits, External Audit, Fund Of Funds, Hedge Funds, Institutional Investors, ERISA, Broker-Dealer Business, Pension Investors, High Net Worth..., Asset Management, Institutional..., Investments
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance, General
Web Solutions July 2013 - Present
Regan Communications January 2013 - July 2013
Hidden River Health Challenge - SafeAMER July 2012 - December 2012
BNY Mellon August 2011 - December 2012
Southport Harbor Associates January 2011 - May 2011
TripAdvisor June 2010 - August 2010
Brookline Municipal Golf Course May 2009 - August 2009
First Wind May 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Writing, Social Media, Twitter, Tumblr, Instagram, Facebook, Communication Skills, Enthusiasm to learn, Creativity, Marketing, Analysis, Research, Strategic Thinking, Fundraising, Organization, Strategic Planning, Work Ethic, Problem Solving, Social Networking, CisionPoint, Corporate Communications, Editing, Marketing Communications, Event Planning, Leadership, Press Releases, Digital Marketing, Public Speaking, Blogging, Media Relations, Brand Management, Social Media Marketing, Customer Service, Market Research
Education
Fairfield University 2007 — 2011
Bachelor of Science
Rouen Business School 2010 — 2010
Bachelor of Science
Fidelity Investments September 2011 - Present
Fidelity Investments June 2008 - August 2011
Fidelity Investments September 2006 - June 2008
BNY Mellon December 2004 - August 2006
Skills
Forecasting, Strategic Planning, Workforce Management, Financial Analysis, Financial Reporting, Financial Modeling, Project Management, PowerPoint, Presentations, Budgets, Variance Analysis, Business Analysis, Excel, Essbase, Corporate Finance, Project Planning, Strategy, Microsoft Excel, Analysis, Managerial Finance, Investments, Valuation, Finance, Financial Services, Process Improvement
Education
Emmanuel College 1999 — 2002
•B.A. with Distinction in Economics, Finance, Marketing, Economics
BNY Mellon June 2012 - Present
BNY Mellon May 2005 - June 2012
BNY Mellon May 2002 - May 2005
JPMorgan Chase October 1998 - May 2002
Skills
Banking, Management, Financial Services, Portfolio Management, Finance, Investments, Strategic Planning, Equities, Relationship Management, Capital Markets, Asset Management, Securities, Auditing, Business Development, Fixed Income, Irrevocable Life..., Bonds, Risk Management, Derivatives, Reinsurance, Client Services
Education
St. Joseph's College 1999 — 2002
Bachelor of Science, Accounting
Farmingdale State University of New York 1994 — 1996
Associate Degree of Applied Science, Business Administration
MACYS Inc / Bloomingdales September 2010 - 2014
BNY Mellon October 2004 - September 2010
Columbia University September 2002 - September 2003
Skills
Lotus Notes, Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe, Event Planning, Event Management, Problem Solving, Supply Management, Expense Reports, Travel Planning, Coordinating Special..., Credit Cards, Social Media, Administrative..., Budgets, Time Management, Retail, Research, Editing, Sales, Management, Customer Service, Invoicing, Community Outreach, Analysis, Advertising, Fundraising, Office Management, Facebook, Social Networking
Education
Fashion Institute of Technology 2008 — 2012
B.S
BNY Mellon February 2013 - Present
State Street July 2012 - December 2012
Skills
PowerPoint, QuickBooks, Microsoft Word, Microsoft Excel, Spanish, Credit Analysis, Data Analysis, Data Entry, Microsoft Office, Accounting, Windows, Outlook, Customer Service, Social Networking, Social Media, Management, Leadership, Access
Education
Emmanuel College 2008 — 2012
Bachelor of Arts (B.A.), Business Management/Accounting
BNY Mellon February 2011 - August 2011
BNY Mellon January 1998 - October 2010
Skills
COBOL, COBOLII, JCL, VSAM, ENDEVOR, TSO/ISPF, FILEAID, INSYNC, EZTRIEVE, IBM Utilities
Education
Far Eastern University
Bachelor of Science (B.S.), Electrical Engineering
The Chubb Institute
AccentHealth April 2013 - Present
Havas Worldwide May 2004 - March 2013
Emory University November 2000 - May 2004
BNY Mellon June 2002 - August 2003
Skills
Operations Management, Recruiting, Compensations, Bonus Programs, Instructor-led Training, Strategic Planning, SQL, PeopleSoft, Human Resources, Management, CRM, Talent Acquisition
Education
Emory University - Goizueta Business School 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management and Communications
BNY Mellon October 2012 - Present
Bridgewater Associates August 2012 - December 2012
Bridgewater Associates September 2010 - September 2012
Bridgewater Associates March 2010 - December 2010
Westport/Weston Chamber of Commerce July 2009 - March 2010
Education
Fairfield University 2005 — 2009
BS, Marketing
BNY Mellon August 2015 - Present
Reed Smith LLP January 2014 - August 2015
Reed Smith September 2006 - 2013
US Securities and Exchange Commission May 2005 - July 2005
Ernst & Young September 2001 - September 2003
Skills
Mergers & Acquisitions, Securities Regulation, Investment Management, Corporate Governance, Due Diligence, Corporate Law, Financial Services, Legal Research, Securities, Mutual Funds, Contract Negotiation, SEC filings, Legal Writing
Education
Harvard Law School 2003 — 2006
JD
Emory University - Goizueta Business School 1997 — 2001
BBA, Business
Countryside 1993 — 1997
BNY Mellon June 1998 - Present
Skills
Banking, Management, Fixed Income, Real Estate, Leadership, Asset Management, Due Diligence, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Valuation
Education
Fairfield University
J.P. Morgan 1990 - Present
BNY Mellon June 1989 - July 1990
Skills
Global Custody, Securities, Alternative Investments, Fund Administration, Swaps, Securities Lending, Fixed Income, Equities, Derivatives, Middle Office, Mutual Funds, Trading, Banking, Equity Derivatives, Financial Services, Structured Products, Bloomberg, Investment Management, Capital Markets, Hedge Funds, Settlement, Options, Back Office, Financial Markets, Investments, Relationship Management, Corporate Actions, Prime Brokerage, Investment Banking, FX Options, Asset Management, Asset Managment, Fund Accounting, Bonds, Emerging Markets, Operational Risk, Electronic Trading, Trading Systems, Fund Of Funds, Wealth Management, Operational Risk..., Collateral Management, Private Banking, Financial Risk, Series 7
Education
Fairfield University 1985 — 1989
Bachelor's degree, Economics
Information Control Company November 2013 - Present
Mylan Pharmaceuticals June 2011 - November 2013
BNY Mellon July 2010 - June 2011
Tekmark Global Solutions 2010 - 2010
Ferris State University August 2006 - November 2008
Ferris State University November 2005 - November 2008
Skills
Lotus Notes, Lotus Domino, Troubleshooting, System Administration, Windows Server, Blackberry Enterprise..., Windows 7, VMware, Active Directory, SharePoint, Software Documentation, Help Desk Support, Network Administration, Technical Support, Integration, Databases, IT Management, Servers, Operating Systems, Microsoft Exchange, IIS, Disaster Recovery, Enterprise Software, Networking, Microsoft Office..., Computer Hardware, VPN, Blackberry, ITIL, XP, Visio, Business Analysis, VMware ESX, DNS, Windows XP, Citrix, Windows
Education
Ferris State University 2003 — 2005
A. A. S, Computer Information Systems
BNY Mellon June 2010 - Present
PNC December 1999 - June 2010
Scanvec Amiable March 1995 - December 1999
ENSONIQ Corp June 1990 - 1995
Valley Forge Technical Communication June 1988 - 1990
United States Marine Corps July 1980 - July 1984
Skills
Technical Writing, Business Analysis, Process Improvement
Education
Ferris State University 1984 — 1988
Bachelor of Science (B.S.), Technical and Professional Communication, Graduated with Highest Distinction
Ferris State University 1984 — 1986
Associate of Science (AS), HVAC Technology, Graduated with Highest Distinction
CBRE July 2014 - Present
BNY Mellon October 2010 - Present
BNY Mellon March 2009 - October 2010
Ranalli and Joyce, LLC January 2002 - December 2008
Skills
Investments, Portfolio Management, Asset Management, Real Estate, Valuation, Contract Management, Contract Negotiation, Customer Service, Operations Management, Project Planning
Education
Ferris State University
EPA Certification
rue21 June 2013 - Present
ServiceLink March 2013 - June 2013
BNY Mellon November 2011 - March 2013
Keller Engineers, Inc January 2010 - October 2010
Jackson East Taylor Sewer Authority May 2007 - October 2010
Skills
GIS, Mutual Funds, Securities, Bloomberg, Financial Analysis, Asset Management, Banking, Fixed Income, Investments, Financial Services, Equities, Portfolio Management
Education
University of Pittsburgh 2009 — 2010
Bachelor of Arts (B.A.), Business/Finance
Fairleigh Dickinson University 2007 — 2009
Bachelor of Arts (B.A.), Business
Citi June 2015 - Present
Emory University August 2013 - May 2015
Upside Group November 2012 - May 2015
SunTrust Bank May 2014 - August 2014
Microsoft August 2013 - May 2014
Libreum Investment Management June 2013 - August 2013
Goizueta Business School September 2011 - May 2013
TEDxEmory September 2011 - March 2013
BNY Mellon May 2012 - August 2012
BranchOut February 2012 - May 2012
Skills
Teamwork, Microsoft Office, Word, PowerPoint, HTML, SharePoint, Google Docs, Research, Leadership, Budgets, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Public Speaking, Start-ups, Marketing, Social Media, Event Planning, Financial Modeling, Market Research, Data Analysis, Sales, Strategy, Financial Analysis, Management Consulting
Education
Emory University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Strategy & Management Consulting, 3.6
Goizueta Business School, Emory University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Strategy & Management Consulting
Law office November 2013 - September 2014
BNY Mellon July 2012 - November 2013
BNY Mellon June 2010 - July 2012
Foley & Lardner LLP April 2007 - June 2010
Adler Cohen Harvey Wakeman & Guekguezian LLP May 2004 - January 2007
Bloom & Buell July 1999 - May 2004
Skills
Legal Research, Westlaw, Document Review, Legal Writing, Lexis, Outlook, Legal Documents, Litigation Support, Lotus Notes, Due Diligence, Securities, Civil Litigation, Asset Management, Commercial Litigation, Litigation, Legal Assistance
Education
Fisher College 2000 — 2002
Associate of Science (A.S.), Paralegal Studies
BNY Mellon July 1980 - Present
The Bank of New York September 1993 - May 2007
National Community Bank of New Jersey July 1980 - September 1993
Skills
Wire Transfers, Lotus Notes, Banking, Fraud Investigations, Investigations, Financial Services, Microsoft Excel and Word, Rule B - Maritime..., Subpoenas, Asset Based Orders, Levies and Writs of..., Court Orders, Restraining Orders
Education
Fairleigh Dickinson University 1991 — 1992
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
Seton Hall University 1976 — 1980
Bachelor of Arts (B.A.), Political Science/Criminal Justice
Tallgrass Talent Group April 2013 - Present
the Sunflower Group September 2009 - Present
Market Connect Group September 2010 - November 2013
mVentix, Inc. June 2012 - March 2013
Plainfield Board of Education September 2008 - June 2009
BNY Mellon November 2006 - June 2008
Your Virtual Closet February 2004 - November 2006
Skills
Microsoft Office, Strategic Planning, Leadership, Marketing, Project Management, Management, Event Management, Merchandising, Training, Account Management, Start-ups, Retail, Brand Management, Social Networking, Social Media, Social Media Marketing, Team Building, Fashion
Education
Btii 2010 — 2010
Project Management Certification, PMP
Fashion Institute of Technology 2000 — 2005
fashion styling
New York University 1997 — 1999
State University of New York College at Oneonta 1994 — 1997
africana studies
BNY Mellon 2015 - Present
BNY Mellon 2011 - 2015
UBS Wealth Management 2003 - 2010
Prudential Financial 2001 - 2003
ARE Consulting 1998 - 2001
Prudential Securities 1995 - 1998
Prudential Securities 1992 - 1995
Shearson Lehman Brothers 1986 - 1992
Skills
Talent Management, Leadership Development, Business Strategy, Talent Development, Process Improvement, Series 7, Series 24, Executive Coaching, Organizational..., Strategy, Risk Management
Education
Emory University
BBA
BNY Mellon April 2012 - Present
Citi January 2010 - April 2012
Canavan Communications April 2009 - January 2010
Citigroup August 1998 - January 2009
Citi 1998 - January 2009
Mercedes-Benz USA July 1992 - August 1998
KPMG Peat Marwick June 1990 - June 1992
Skills
Payment Systems, Banking, Strategy, Outsourcing, Cash Management, Program Management, Credit Risk, Management, Leadership, Treasury Management, FX Options, Change Management, Software Development, Investment Banking, Requirements Analysis, Business Strategy, SDLC, Project Planning, Finance, Vendor Management, Business Analysis, Financial Services, Software Project..., Data Warehousing, Budgets, Portfolio Management, Retail Banking, Project Management, Risk Management, Basel II, Enterprise Architecture, SWIFT payments, User Acceptance Testing, Product Management, Account Management, Forecasting, IT Strategy, Back Office, Fixed Income, Governance
Education
Cherry Hill East
Fairleigh Dickinson University
MBA
Rutgers University-New Brunswick
BS
BNY Mellon 2015 - Present
TPG 2007 - 2015
United States Marine Corps 2002 - 2010
Prudential Financial 2009 - 2009
Goldman Sachs 2000 - 2000
Skills
Leadership, Marketing, Nonprofits, Strategic Planning, Leadership Development, Executive Management, Government, Community Outreach, Organizational..., Team Building, Social Networking, Management, Team Leadership, Public Speaking, Recruiting, Finance, Public Relations, Event Management, Training, Microsoft Office, Business Strategy, Operations Management, Change Management, Risk Management, Business Development, Business Intelligence, Business Planning, Employee Relations, Strategic Partnerships, Knowledge Management, Team Management, Policy, Online Marketing, Contract Negotiations, Quality Assurance, Coaching, Business Management, Government Liaison, Government Relations, Operations, Optimization, User Experience, Lobbying, Communications Audits, Relationship-builder..., Corporate Advisory, Philanthropy, Investment Banking, Cross-functional Team..., University Teaching
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.)
Murry Bergtraum High School for Business Careers
Big Night Entertainment September 2014 - December 2014
BNY Mellon January 2013 - January 2014
iHeart Media January 2013 - May 2013
Town Sports International January 2011 - January 2012
Education
Endicott College 2012 — 2014
Bachelor of Science (B.S.), Marketing Communication
Endicott College
Bachelors of Arts Degree, Marketing Communications
Hill Holliday June 2015 - Present
Santander Bank, N.A. May 2014 - August 2014
Northwestern Mutual September 2013 - December 2013
BNY Mellon July 2013 - July 2013
Relay For Life June 2010 - June 2013
Fairfield University - Jogues Hall September 2011 - May 2012
Skills
Marketing, Social Media, Microsoft Word, Microsoft Excel, Facebook, Management, Social Media Marketing, Teamwork, Public Speaking, Communication Skills, Sales, Leadership, Market Research, Time Management, Customer Service, Organization, Team Building, Microsoft Office, PowerPoint, Microsoft Publisher, Outlook, Bloomberg Terminal, Instagram, Twitter, Pinterest, Communication
Education
Fairfield University 2011 — 2015
Majors: Marketing and Management, 3.58
Austin Preparatory School 2004 — 2011
Young Event Professionals April 2015 - Present
The Event Suite December 2014 - Present
BNY Mellon August 2007 - August 2012
Elizabeth Rose Consulting, LLC 2012 - 2012
Pi Educational Services 2008 - 2010
The Emory Wheel 2004 - 2007
Skills
Event Planning, Microsoft Excel, Project Management, Equities, Finance, Financial Analysis, Microsoft Office, Customer Service, CRM, Budgets, Market Research, Social Media, Public Speaking, Marketing Strategy, Event Management, Data Analysis, Social Networking
Education
Emory University 2003 — 2007
BA, Economics
Markit March 2015 - Present
International Fund Services (NA) LLC, A State Street Company August 2013 - March 2015
International Fund Services (NA) LLC, A State Street Company March 2011 - August 2013
BNY Mellon August 2010 - March 2011
Merrill Lynch December 2009 - June 2010
Skills
Markit EDM, Fixed Income, Equities, Bloomberg Terminal, Hedge Funds, SQL, Financial Analysis, Investments, Finance, Mutual Funds, Securities, Derivatives, Alternative Investments, Bonds, Swaps, Options, Futures, Microsoft Excel, Vlookup, Macro, TestTrack, SWIFT messaging, Factoring, MBS, Testing, UAT coordination, Data Reconciliation, Middle Office, Bloomberg, security master, UAT, Data Analysis, Data Management, Microsoft SQL Server
Education
Fairfield University 2006 — 2010
Bachelors of Science, Finance
Fairfield University 2006 — 2010
Bachelor of Science (BS), Management
Australia Catholic UniversityBrisbane 2008 — 2009
Saint Joseph's Preparatory School 2002 — 2006
BNY Mellon 2013 - Present
BNY Mellon 2007 - Present
Skills
Close Attention to..., Organization &..., Learnability, Adaptability, Team-oriented, Technology, Customer Service, Financial Management, Relationship Management, Goal Oriented, Teach Others, Microsoft Excel, Microsoft Word, Microsoft Office, Lotus Notes, Outlook Express, Multicultural, Spanish-speaking, Bloomberg Terminal, Managerial Finance, PowerPoint, Financial Services, Financial Analysis, Outlook, Bloomberg, Finance, Leadership, Fixed Income
Education
Endicott College 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.49
UMass Lowell 2002 — 2006
Bachelor of Business Administration (B.B.A.), Financial Markets, 3.30
TD September 2013 - November 2014
The Prudential Insurance Company of America May 2013 - September 2013
Self Employed - International Trade March 2012 - October 2012
Huawei Technologies December 2010 - March 2012
Bank Pasargad January 2008 - December 2010
Standard Chartered Bank April 2004 - September 2007
Parsian Bank October 2003 - March 2004
CSS Group (EPC Contractor) September 2002 - October 2003
BNY Mellon April 2000 - July 2002
Republic Bank of New York / HSBC October 1998 - April 2000
Skills
Financial Analysis, Financial Reporting, Business Relationship..., Banking Relationships, Budget Process, Financial Forecasting, Trade Finance, Structured Trade, Project Finance, ECA, Accounting, Management, Contract Negotiation, Contractual Risk..., Sales Finance, Credit Analysis, Loan Documents, Primevera, Anti Money Laundering, Business Planning, Corporate Finance, Banking, Credit, Negotiation, Capital Markets, Analysis, Cash Management, Risk Management, Financial Modeling, Portfolio Management, Forecasting, Finance, Budgets, Business Development, Valuation, Strategic Financial..., Due Diligence, Investments, Investment Banking, Financial Risk, Financial Services, CRM, Treasury Management, Commercial Banking, FX Options, Derivatives, Credit Risk, Bloomberg, Emerging Markets, Mergers & Acquisitions
Education
Fairleigh Dickinson University 1997 — 1999
MBA, FINANCE, 3.4
William Paterson University of New Jersey 1993 — 1997
B.S., Accounting & Finance, 3.6
Worcester Academy
SeaDoTravel.com March 2013 - Present
Parfumamour.com February 2010 - Present
BNY Mellon March 2011 - April 2015
BNP Paribas February 2010 - September 2010
Bloomberg March 2009 - July 2009
GlobeOp Financial Services October 2006 - December 2008
Credit Agricole September 2001 - October 2006
Banca Intesa August 1998 - September 2001
Skills
Customer Service, Leadership, Retail, Product Development, Business Development, Team Building, New Business Development, Microsoft Office, Entrepreneurship, Marketing Strategy, Negotiation, Change Management, Microsoft Word, Sales Management, Pricing, Research, Program Management, CRM, Team Management, Employee Relations, Vendor Management, Investment Banking, Management
Education
Fairleigh Dickinson University 2000 — 2002
Bachelor's degree, CFP Certificate
HERBERT H. LEHMAN COLLEGE (CUNY) 1983 — 1998
B.A, Accounting
Herbert H. Lehman 1983 — 1998
B.A., Accounting
Florida Launch April 2015 - Present
J.P. Morgan September 2014 - Present
BNY Mellon December 2013 - September 2014
Denver Outlaws May 2013 - August 2014
Merrill Lynch August 2013 - December 2013
Fairfield University August 2009 - May 2013
Envestnet, Inc May 2012 - August 2012
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Mutual Funds, Finance, Time Management, Investments
Education
Fairfield University 2009 — 2013
Bachelor's degree, Accounting and Finance
Marks Paneth LLP July 2013 - Present
Samuel Klein And Company January 2009 - July 2013
BNY Mellon July 2007 - December 2008
Skills
Account Reconciliation, Software Documentation, Internal Audit, Spreadsheets, Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Controls, General Ledger, GAAP, Financial Statements, US GAAP, Tax Preparation
Education
Rutgers Business School 2007 — 2009
BS, Accounting
Essex County College 2004 — 2007
A.S., Accounting
Fidelity Investments February 2012 - Present
Fidelity Investments June 2011 - February 2012
Fidelity Investments December 2010 - June 2011
BNY Mellon November 2006 - January 2009
Edward Jones October 2002 - December 2004
Finex Communications July 1998 - August 1999
Conde Nast October 1997 - March 1998
Time Inc. September 1995 - September 1997
Elsevier Science February 1994 - September 1995
Conard House, Inc. September 1992 - September 1993
Skills
Marketing Strategy, Management, Wealth Management, Investments, Series 7, New Business Development, Training, Asset Allocation, Marketing, Financial Services, Series 63, Portfolio Management, Program Management, Asset Management, Leadership, Business Strategy, Estate Planning
Education
Middlebury College 1985 — 1989
BA, Political Science, Creative Writing
Fairfield University
New Canaan High School
Embrace Home Loans February 2015 - Present
BNY Mellon October 1997 - October 2010
Skills
Mortgage Lending, Residential Mortgages, Loans, FHA, Loan Origination, Refinance, Mortgage Banking, First Time Home Buyers, Finance, Banking, Credit, Funding, Construction Loans, Underwriting, Mortgage Underwriting, Investment Properties, Lines Of Credit, Mutual Funds, Credit Analysis, USDA, Commercial Lending, Consumer Lending, Real Estate, FHA financing, Mortgage, VA loans, Cross Selling, Residential Homes, Risk Management, Referrals, Financial Analysis, Government Loans, High Net Worth..., Real Estate Economics, Asset Managment, Strategic Financial..., Foreclosures, Financial Services, Loss Mitigation, Retail Banking, FHA Financing, Sales
Education
Merrimack College 1988 — 1991
Bachelor's degree, Psychology
Endicott College 1985 — 1987
Fashion Merchandising
Academy of Notre Dame 1981 — 1985
Diploma, College Preparatory
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
BNY Mellon June 2009 - May 2014
Skills
Outlook, Excel, PowerPoint, Database Administration, Word, Bloomberg
Education
Endicott College 2005 — 2009
Bachelors, Business Administration, 3.65 GPA
Fidelity Investments January 2013 - Present
BNY Mellon August 2008 - February 2012
Pershing/BNY Mellon August 2008 - February 2012
Integrity Staffing JP Morgan May 2008 - August 2008
Charles Schwab Operations October 2006 - October 2007
Adecco Temping Agency Bank of America May 2006 - October 2006
Adecco Temping Agency Loan Processor May 2006 - September 2006
Equiserve Trust Company August 2005 - August 2006
State Farm Insurance Agency September 1994 - March 1999
Skills
Access, Microsoft Excel, Bloomberg, Settlement, Trading, Securities, Financial Services, Investments, Customer Service, Microsoft Office, Equities
Education
Essex County College 1990 — 1994
diploma
BNY Mellon December 2013 - Present
Bank of New York Mellon January 2011 - November 2013
Bank of New York Mellon September 2010 - December 2010
Snyder of Berlin January 2010 - September 2010
Ally Financial Inc. January 2009 - January 2010
UPMC St. Margaret May 2008 - December 2008
Advanced Communication & Education November 2004 - January 2008
Raritan Bay Federal Credit Union May 2003 - October 2004
Skills
SharePoint..., Microsoft Office, Payroll, Expenses, Supplies, Office Management, SharePoint, Project Management, Program Management, MS Project, Management, PowerPoint, Microsoft Excel, Software Documentation, Customer Service, Employee Training, Teamwork, Outlook, Risk Management, Event Planning, Microsoft Word, Project Coordination, Change Management, Meeting Planning, Event Management, Contract Negotiation, Process Improvement, Vendor Management, Project Planning
Education
US Event Guide 2007 — 2007
Certification, Wedding & Event Planning
Fashion Institute of Technology 2005 — 2006
Certificate, Fashion Event Planning
Middlesex County College 2002 — 2004
Business
The Cittone Institute (now called Lincoln Tech) 2000 — 2001
Technical Diploma, Software Applications Specialist
SWMHS
Compliance Management Leaders, Greater New York City Area June 2015 - Present
JPMorgan Chase & Co. August 2014 - June 2015
JPMorgan Chase & Co. August 2013 - February 2014
BNY Mellon December 2012 - June 2013
SMBC Capital Markets Inc. November 2007 - December 2012
Signature Bank September 2003 - February 2007
Skills
Securities, Financial Risk, AML, KYC, Risk Management, Anti Money Laundering, Mutual Funds, Trading, OFAC, Banking, Derivatives, USA PATRIOT Act, Capital Markets, Due Diligence, Hedge Funds, Operational Risk, Equities, Investments, Bank Secrecy Act, Back Office, Fixed Income, Portfolio Management, Financial Regulation, Options, Asset Management, Credit, Sanction, Certified Mortgage Loan..., FATCA, FIT Certified Image..., Finra 2111 Suitability..., BSA ACT, Finra Rule 3310, MiFID, UK FSA requirements, AML Investigations, SARS investigations, Negative Media alerts, PSARS alerts, AML Typologies and Red..., SARS and AML..., Audit/Compliance, Project Management, Quality Testing &..., PEPS, Compliance Management, Regulatory Compliance, Trade Compliance, Internal Audit, Quality Auditing
Education
Kingsborough Community College
A.S. in Business, Management and Finance
New York Institute of Finance
Certificate of Completion in Margin/Options and Credit Control
Fashion Institute of Technology
Certificate of Completion in Image Consulting
BNY Mellon January 2015 - Present
Big Burrito Group August 2014 - May 2015
Jon Baker Financial Group June 2013 - December 2014
Druid Hills Golf Club June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Teamwork, Data Analysis, Financial Reporting, Customer Service, Time Management, Social Media, Research, Leadership
Education
Emory University 2010 — 2013
Bachelor of Arts (B.A.), Economics
J.P. Morgan August 2014 - Present
Credit Suisse October 2012 - August 2014
Credit Suisse June 2011 - September 2012
Credit Suisse June 2010 - August 2010
BNY Mellon June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Education
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
BNY Mellon July 2015 - Present
BNY Mellon December 2011 - June 2015
Bridgewater Associates August 2011 - December 2011
Fairfield University September 2009 - May 2011
Covidien June 2010 - August 2010
Triton Technologies June 2007 - August 2008
Skills
MS Project, Finance, SQL, Fixed Income, Excel, VBA
Education
Fairfield University 2007 — 2011
Bs, Finance, Information Systems
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Prudential Financial October 2013 - March 2014
The Federal Reserve Bank of New York March 2004 - October 2013
The Federal Reserve Bank of New York September 2008 - March 2011
The Federal Reserve Bank of NY June 2005 - September 2008
The Federal Reserve Bank of New York March 2004 - June 2005
AIG October 2002 - March 2004
BNY Mellon September 2001 - October 2002
Skills
Enterprise Risk..., Risk Management
Education
NYU school of continuing education 2009 — 2010
Certificate in Financial Risk Management
Rutgers University 2009 — 2010
Certificate in Process Mapping/ Business Process Excellence
Felician College 2006 — 2008
Master of Business Administration (MBA)
Fashion Institute of Technology
Bachelor of Science (BS), Advertising
J.P Morgan Chase April 2005 - Present
JP Morgan Chase April 2005 - Present
J.P. Morgan 2004 - Present
BNY Mellon 1996 - 2005
Skills
Financial Services, Fixed Income, Relationship Management, Equities, Investments, Banking, Hedge Funds, Business Development, Risk Management, Asset Management, Management, Leadership, Derivatives, Strategy, New Business Development, Portfolio Management, Capital Markets, Sales Management, Operations Management
Education
Fairleigh Dickinson University 1999 — 2001
Business Administration and Management, General
BNY Mellon November 2004 - Present
DTCC 2003 - 2004
American International Group 1999 - 2003
Chase Manhattan Bank 1997 - 1999
Skills
Credit Analysis, Loans, Credit, Credit Review, Underwriting
Education
Fairleigh Dickinson University 1998 — 2000
MBA, Finance
Seton Hall University 1992 — 1996
BS, Business Management
International Markets January 2012 - Present
BNY Mellon 2010 - 2011
Sebroker Bolsa S.A. 2008 - 2009
27 Graus Nord S.L. 2008 - 2008
BNY Mellon 2006 - 2007
BNY Mellon 2005 - 2006
BNY Mellon 2000 - 2005
BNY Mellon 1998 - 2000
BNY Mellon 1997 - 1998
Skills
Relationship Management, Client Retention, Global Business..., Contract Negotiation, Technical Training, Onboarding, Emerging Markets, Cross-functional Team..., Corporate Actions, Equity Trading, Investment Fund..., Credit Training, Alternative Investments, Financial Services, Credit Analysis, Capital Markets, Investments, Banking, Customer Retention, Derivatives, Equities, Middle Office, Finance, Financial Risk, Trading, Management
Education
ESADE Business School
Lic&MBA, Business Administration
Kenyon College
BA, International Studies
Thunderbird School of Global Management
MIM, International Management
BNY Mellon January 2012 - Present
Pottery Barn November 2009 - Present
BNY Mellon June 2011 - January 2012
Boston Bruins December 2010 - June 2011
Royal Bank of Scotland June 2009 - August 2009
Skills
Customer Service, Management
Education
Endicott College 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
May 2011Fisher College 2007 — 2011
Bachelor of Science, Management
BNY Mellon July 2013 - Present
Creative Media Graphics Inc. January 2012 - July 2013
John Thomas Financial July 2010 - November 2010
Skills
Series 7, Series 63, Financial Analysis, Financial Modeling, Corporate Budgeting, Project Analysis, Fundamental Analysis, Forecasting, Financial Guidance, Corporate Finance, Regression Analysis, Microsoft Excel, Bloomberg
Education
Fairfield University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 4.0
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Economics (minor)
Fairfield County's Community Foundation June 2015 - Present
Fairfield University October 2013 - May 2015
Fairfield University August 2011 - September 2013
BNY Mellon June 1988 - September 2010
Manufacturers Hanover Trust 1981 - 1988
First Bank and Trust Company of Ithaca May 1979 - May 1980
Skills
Planned Giving, Fundraising, Leadership, Program Management, Wealth Management, Financial Planning, Business Development, Event Planning, Finance, Strategic Financial..., Marketing, Budgets, Public Speaking, Microsoft Excel, PG Calc, Banner Database, CRM, Strategic Planning, Management, Volunteer Management
Education
Ithaca College 1975 — 1979
BS, Business Administration
Fairfield University
Financial Planning Certificate Courses
Copper Mountain Resort October 2014 - Present
Exchange Ambulance of the Islips January 2014 - Present
Salesforce Marketing January 2014 - August 2014
BNY Mellon December 2012 - May 2013
Havas Media September 2011 - January 2012
Bank of New York Mellon June 2011 - August 2011
Bank of New York Mellon June 2010 - August 2010
TransAct Inc & Preventative HealthCare Solutions, LLC January 2010 - February 2010
Steiner Studios January 2009 - February 2009
Skills
Excel, Spanish, Microsoft Excel, Management, Leadership, PowerPoint, Microsoft Word, Accounting, Access, Editing, Photoshop, Program Management, Public Speaking, Photography, Entrepreneurship, Account Reconciliation, Financial Analysis, Microsoft Office, Creative Writing, Finance, Financial Modeling, Social Media, Customer Service, Social Media Marketing, Microsoft PowerPoint
Education
Endicott College 2008 — 2012
BA, Communications-Advertising
Endicott College 2008 — 2012
Bachelor's degree, Business/Corporate Communications
Universitat Autònoma de Barcelona
BNY Mellon July 2013 - Present
BNY Mellon February 2008 - June 2013
UBS July 2006 - February 2008
Computer Science Corporation April 2001 - July 2006
Accenture 1998 - 2001
Skills
Talent Acquisition, Management, Onboarding, Talent Management, Financial Services, Vendor Management, Employee Relations, Leadership, Performance Management, Resource Management, Employee Engagement, Recruiting, Technical Recruiting, Succession Planning, Organizational..., Sourcing, Strategic Planning, Applicant Tracking..., Personnel Management, Taleo, Program Management, College Recruiting
Education
Fairfield University 1981 — 1985
BA, Psychology
CenterSquare Investment Management (formerly Urdang) August 2014 - Present
CenterSquare Investment Management (formerly Urdang) February 2012 - July 2014
HighPoint Solutions October 2010 - February 2012
BNY Mellon March 2007 - October 2010
The Kelly Group, Smith Barney October 2006 - February 2007
Fairleigh Dickinson University August 2006 - December 2006
Equinox Student Newspaper August 2004 - May 2006
Skills
Asset Management, Financial Analysis, Financial Modeling, Finance, Equities, Bloomberg, Fixed Income, Investments, Portfolio Management, Securities
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor of Science, Finance
First Republic Private Wealth Management September 2013 - Present
Family Business Association August 2007 - Present
Suffolk University August 2000 - Present
BNY Mellon December 2000 - August 2013
Ernst & Young July 1999 - December 2000
Deloitte & Touche June 1998 - July 1999
Arthur Andersen 1995 - 1998
John W. Henry & Co., Inc. 1989 - 1990
Skills
Investments, Estate Planning, Alternative Investments, Asset Management, Securities, Mergers & Acquisitions, Venture Capital, Due Diligence, Mergers, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Tax, Investment Strategies
Education
Georgetown University Law Center 1993 — 1994
Master of Laws, Taxation
Georgetown University Law Center 1993 — 1994
Certificate in Employee Benefits, Law
Ohio Northern University—Claude W. Pettit College of Law 1990 — 1993
Juris Doctor, Law
Fairfield University 1985 — 1989
Bachelor of Arts, Economics
Universal Property & Casualty Insurance August 2012 - Present
BNY Mellon May 2004 - July 2012
Skills
Insurance, Risk Management, Property & Casualty..., Customer Service, Underwriting, General Insurance, Management, Commercial Insurance, Sales, Microsoft Excel, Liability
Education
Fairfield University 1999 — 2003
Bachelor's degree, Marketing
BNY Mellon September 2014 - Present
Citi May 2011 - August 2013
PNC Global Investment Servicing September 2009 - July 2010
SetClear (Subsidiary of Credit Lyonnais Securities Asia) October 2007 - August 2009
Citi May 2003 - September 2007
ADN Conseil - Consulting Firm in the Electronic Payments Sector June 2002 - November 2002
The Bank of New York June 2000 - January 2002
Skills
Global Custody, Securities, Financial Services, Project Management, Back Office, Capital Markets, Equities, Fixed Income, Strategy, Relationship Management, Middle Office, Financial Markets, Investment Banking, Management, Risk Management, Banking, Bloomberg, Product Management, Trading, Portfolio Management, Settlement, Trading Systems, Mutual Funds, Corporate Actions, Asset Management, Emerging Markets, FX Options, Financial Modeling
Education
ESCP Europe 2001 — 2002
Int'l MBA, International Business
University of Denver 1993 — 1997
BA, Int'l Economics & Int'l Studies
The White Mountain School 1991 — 1993
BNY Mellon July 2011 - Present
Skills
Financial Modeling, Risk Management, Credit Risk, Financial Risk, Market Risk, Corporate Finance, Equities, Treasury Management, Equity Research, Management, Private Equity, Treasury, Capital Markets, Finance, Valuation, Strategy, Analysis, Banking, Hedge Funds
Education
London Business School 2005 — 2006
IEP
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
CFA Institute 2001 — 2001
CFA
ESSEC - ESSEC Business School
BA
BNY Mellon June 2011 - Present
Dreyfus Corporation April 1995 - May 2011
Hyperion Software July 1992 - April 1995
RIVER BANK AMERICA November 1989 - March 1992
UPS September 1984 - November 1989
Analysis and Programming Corporation 1983 - 1984
Skills
Access, HTML, PowerPoint, Microsoft Excel, Business Analysis, SharePoint, Requirements Analysis, Process Improvement, Software Documentation, SQL, Accounting, Technical Support, Security, Analysis, Troubleshooting, Financial Modeling, Financial Analysis, Management, SDLC
Education
Pace University - Lubin School of Business 2001 — 2003
Internet Technology
Fairfield University 1978 — 1982
BS, Economics
St Mary High School 1974 — 1978
BNY Mellon November 1995 - Present
The Bank of New York Mellon 1995 - Present
SunTrust Bank May 1999 - December 1999
Skills
Portfolio Management, Financial Analysis, Asset Management, Corporate Finance, Fixed Income, Mutual Funds, Banking, Equities, Bonds, Securities, Capital Markets, Structured Finance, Risk Management, Financial Modeling, Financial Services, Investments, Corporate Trust, Derivatives, Loans
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Finance
Florida State University - College of Business 1991 — 1995
BS, Finance and Real Estate
Erin Lubien Consulting May 2013 - Present
Belmont Corner Neighborhood Association (BCNA) October 2013 - Present
BNY Mellon November 2010 - April 2013
C2 Solutions August 2010 - December 2010
The TJX Companies Inc. January 2008 - April 2010
PTC 2005 - 2007
Brooktrout, Inc. (now Cantata, a Dialogic Company) 1999 - 2005
Horwath Landauer 1997 - 1999
King & Bishop 1995 - 1997
Skills
Investor Relations, Public Relations, Press Releases, Media Relations, Internal Communications, Management, Financial Services, Budgets, Corporate Communications, Content Development, Newsletters, Messaging, Executive Management, Strategic Communications, Investments, Crisis Communications, Marketing Communications, Marketing
Education
Emmanuel College 2004 — 2006
BS, Business Administration
Framingham State College 1991 — 1993
English
Bank of America November 2013 - Present
Computershare January 2012 - October 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services 1998 - June 2007
LBAC September 1997 - October 1998
Education
Fairleigh Dickinson University 2004 — 2009
M.S.MIS, MANAGEMENT INFORMATION SYSTEMS
Fordham University 1988 — 1993
BA, Economics, Business
BNY Mellon October 2012 - Present
BNY Mellon September 2010 - October 2012
Bank of New York Mellon Corporation June 2006 - September 2010
Skills
Financial Services, Investments, Accounting, Portfolio Management, Customer Service, Securities, Mutual Funds, Relationship Management, Risk Management, Asset Management, Hedge Funds, Banking, Equities, Fixed Income
Education
Endicott College 2002 — 2006
BNY Mellon March 2012 - Present
Alpha MediaWorks, Inc. March 1999 - March 2012
Chase 1989 - 1999
Skills
Graphic Design, Graphics, Advertising, Video, Marketing Communications, Marketing Strategy, Social Media, CRM, Multimedia, Integrated Marketing, Brand Development, Email Marketing, Social Media Marketing, Online Marketing, Digital Strategy, Digital Marketing
Education
Fashion Institute of Technology
BFA
BHP Billiton May 2015 - Present
BNY Mellon May 2014 - March 2015
BNP Paribas May 2013 - April 2014
UBS Investment Bank April 2010 - March 2013
Family Dollar 2009 - May 2010
Capital Group 2006 - 2009
UBS May 2006 - October 2006
Skills
Informatica, Perl, Sybase ASE, Unix Shell Scripting, Oracle SQL, SQL Server, Core Java, Microsoft SQL Server, Sybase, SDLC, PL/SQL, Oracle, Data Warehousing, SQL, Shell Scripting
Education
Fairleigh Dickinson University 2004 — 2006
Master of Sciences, Electronics and Communications
jayam college of engg & tech 1999 — 2003
Bachelor of Sciences, Electronics and Communications
BNY Mellon September 2000 - Present
Ameriquest Mortgage 1997 - 1999
Ameriquest Mortgage 1997 - 1999
Skills
Bloomberg, Corporate Actions, Securities, Equities, Cost Basis Reporting, Banking, Bloomberg Terminal, Capital Markets, Credit, Derivatives, Finance, Financial Services, Fixed Income, Fund Accounting, Global Custody, Management, Microsoft Excel, Middle Office, Risk Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Emmanuel College
Bachelor of Science (B.S.), Business Adminstration
BNY Mellon September 2013 - Present
Industrial Cooling Inc April 2011 - April 2013
BNY Mellon October 2010 - April 2011
Pangaia Partners April 2009 - October 2010
Lehman Brothers September 2006 - November 2008
Barclays Capital 2008 - 2008
Bank of New York 2003 - 2006
Nortel Networks January 2000 - February 2002
Bankers Trust Company 1981 - 2000
Skills
Management, Project Management, Data Center, Trading Systems, Managed Services, Vendor Management
Education
Farmingdale State University of New York 1995 — 1999
Bachelor of Science (BS), EET
State Street Bank February 1985 - Present
PMI MassBay Chapter May 2011 - Present
State Street Corporation 1985 - Present
South Shore Habitat for Humanity 2009 - 2012
PMI - Mass Bay October 2008 - January 2009
Boston Safe Deposit and Trust Company June 1976 - February 1985
BNY Mellon 1976 - 1985
Skills
Program Management, Fundraising, Process Improvement, Risk Management, Project Management, Vendor Management, Strategic Planning, Change Management, Business Analysis, Project Planning, Team Building, PMP, Business Process..., Management, Strategy, Analysis, Leadership, Cross-functional Team..., Finance, SDLC, Software Project..., PMO
Education
Emmanuel College 1991 — 2001
Bachelors of Science, Management
Wal-Mart Tech Division October 2008 - Present
David Glass Technology Center January 2008 - Present
BNY Mellon May 1998 - October 2008
Bank of New York Mellon 1998 May 1998 - October 2008
PGH Business Associates January 1998 - January 1998
Union Switch & Signal 1000 Technology January 1996 - January 1998
Granjean Research January 1995 - January 1996
Skills
JavaScript, Access, ASP.NET, Essbase, Windows Server, Query Writing, TSO, MQ Series, Hyperion Planning, Database Administration
Education
International Academy of Design and Technology 1993 — 1995
Associate, MIS
Fairmont State University 1977 — 1984
Accounting, Accounting
BNY Mellon April 2013 - June 2015
Broadridge Financial Services 2010 - February 2013
HSBC Securities 2006 - 2010
ABN AMRO 2002 - 2006
Deutsche Bank January 1993 - January 2002
Bankers Trust January 1993 - January 1999
YAMAICHI INTERNATIONAL AMERICA January 1988 - January 1993
WERTHEIM SECURITIES January 1986 - January 1987
SECURITY PACIFIC CLEARING & SERVICES January 1982 - January 1986
Skills
Trading, Fixed Income, Back Office, Equities, Financial Services, Securities, Financial Markets, Investment Banking, Banking, Settlement, Business Analysis, Analysis, Prime Brokerage, Collateral Management, Securities Lending, Middle Office, Capital Markets, Bonds, Finance, Trading Systems
Education
Fairleigh Dickinson University
Glen Rock High School 1972 — 1976
BNY Mellon September 2010 - May 2014
Consultant, Independent July 2009 - August 2010
Prudential Financial, Inc. January 2008 - June 2009
Prudential Financial, Inc. July 2003 - December 2007
Prudential Financial, Inc. June 2001 - June 2003
Prudential Financial, Inc. June 1995 - May 2001
Prudential Financial, Inc. January 1992 - May 1995
Rosenman & Colin April 1988 - December 1991
Shearson Lehman Hutton, Inc. May 1983 - March 1988
Skills
Alternative Investments, FINRA, Equities, Securities, Derivatives, Capital Markets, Leadership, Securities Regulation, Options, Management, Banking, Financial Regulation, Civil Litigation, Financial Services, Commodity, Asset Management, Arbitration, Investment Advisory, AML, Hedge Funds, Restructuring, Mutual Funds, Investment Banking
Education
Emory University School of Law 1980 — 1983
Juris Doctor
Queens College 1976 — 1980
Bachelor of Arts, Accounting
Self-Employed October 2013 - Present
AIG June 2007 - July 2013
Deutsche Bank 2006 - 2007
BNY Mellon 2002 - 2005
UBS 2000 - 2002
Bankers Trust 1993 - 1999
Empire Blue Cross/Blue Shield of New York 1991 - 1993
Citibank 1987 - 1990
Midlantic Banks and First Fidelity 1984 - 1987
Skills
Auditing, IT Audit, Risk Management, Security, Business Analysis, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Governance, Financial Risk, Infrastructure, Risk Assessment, Sarbanes-Oxley, Information Technology, Business Process..., Vendor Management, SDLC, Internal Controls, SAS70, Information Security, CISA, IT Risk Management, Information Security..., Data Privacy, Business Continuity, COBIT, Strategic Financial..., Outsourcing, Financial Reporting, Financial Analysis
Education
Computer Learning Center 1983 — 1984
Certificate in Programming, COBOL, ASSEMBLER and RPG
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Accounting
BNY Mellon Director of Fixed Income Portfolio ManagmentBNY Mellon Wealth ManagementApril 1995 - Present
Skills
Portfolio Management, Fixed Income, Fixed Income Portfolio..., Mutual Funds, Investments, Bonds, Asset Management, Securities, Bloomberg, Wealth Management, Alternative Investments, Asset Allocation
Education
Fairfield University 1983 — 1987
bs, Marketing
Neuberger Berman April 2015 - Present
BNY Mellon November 2005 - Present
Citigroup 2004 - 2005
JP Morgan Investment Management 1991 - 2004
The Chase Manhattan Bank 1986 - 1991
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Securities, Asset Management, Alternative Investments, Capital Markets, Mutual Funds, Bloomberg, Investments, Portfolio Management, Asset Managment, Financial Markets, Trading Systems, Bonds, Middle Office, Relationship Management, Back Office, Financial Services
Education
Fairfield University 1982 — 1986
BS, Finance
E2W Inc March 2012 - Present
Credit Agricole Securities (USA) Inc July 2008 - January 2012
MF Global Inc, New York, NY October 2007 - May 2008
BNY Mellon October 2005 - May 2008
Edward Jones June 2002 - March 2005
JPMorgan Chase January 1992 - October 1998
Yasuda Bank & Trust CO (USA) Inc November 1989 - January 1992
Salomon Brothers June 1985 - November 1989
Skills
Securities Lending, Equities, Series 7, ETFs, Securities, Trading, Mutual Funds, Fixed Income, Finance, Credit, Financial Risk, Loans, Derivatives, Financial Markets, Capital Markets
Education
Fairfield University
BA, Economics
BNY Mellon June 2011 - Present
GNC July 2010 - June 2011
Comfort Suites Hotel - Monroeville, PA April 2009 - June 2010
Campus Crusade for Christ February 1997 - August 2006
Skills
Event Planning, Networking, Customer Service, Event Management, Fundraising, Public Speaking, Team Building, Nonprofits, Social Networking, Coaching, Financial Analysis, Administrative..., Cold Calling, Advertising, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Corporate Events, Leadership
Education
Chatham University 2012 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.86
Grace College and Seminary 2007 — 2008
Teaching Certificate - Business Education, 3.5
Ferris State University 1993 — 1996
B.S., Finance, 3.0
Indiana University Bloomington
Indiana University Bloomington
Indiana University Bloomington
CohnReznick October 2012 - Present
Cohn Consulting Group July 2012 - October 2012
PwC January 2012 - June 2012
BNY Mellon October 2011 - January 2012
Caxton Associates, L.P. January 2010 - July 2011
HSBC Securities March 2006 - April 2009
Deutsche Bank Securities October 2003 - March 2006
Merrill Lynch September 1998 - October 2003
Skills
CPA Candidate one part...
Education
Faileigh Dickinson University 2009 — 2011
MS, Accounting
Loyola University Maryland 1995 — 1998
MBA, Finance
University of Delaware 1988 — 1992
BA, Political Science
SunGard November 2013 - Present
Garden Leave September 2013 - November 2013
JPMorgan September 2005 - September 2013
JPMorgan September 2004 - February 2011
BNY Mellon 1999 - 2005
Skills
Derivatives, Fixed Income, Collateral Management, Equities, Hedge Funds, Prime Brokerage, Investments, Securities, Bloomberg, Capital Markets, Relationship Management, Investment Banking, FX Options, Alternative Investments, Financial Markets, Middle Office, Equity Derivatives, Bonds, Options, Trading Systems
Education
Emory University
BA HIST, HIST
Hofstra University
MBA, Finance
FCG Advisors LLC October 2014 - Present
Pell Wealth Partners May 2006 - October 2014
BNY Mellon June 2002 - November 2004
Smith Barney August 1998 - May 2002
Education
College For Financial Planning 2005 — 2005
CFP-Certified Financial Planner
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance
Fairfield University
Bachelor's degree, Finance, General
BNY Mellon 2005 - January 2009
Mellon Bank N.A. 2003 - 2005
The Boston Company 1999 - 2003
Skills
Vendor Management, Financial Services, Banking, Product Management, Business Process..., Management, Process Improvement, Portfolio Management, Risk Management, Business Analysis, Relationship Management, Customer Service, Contract Negotiation, Corporate Actions, PMO, Investments, SDLC, Negotiation, Mutual Funds, Fixed Income, Securities
Education
Fairfield University 1993 — 1997
Bachelor of Science, International Business
north andover high school
Robert Half Management Resources January 2015 - Present
BNY Mellon January 2010 - May 2014
John Hancock Financial Services December 2004 - January 2009
State Street September 2003 - December 2004
MFS Investment Management January 1998 - September 2003
Skills
Hedge Funds, Fund Administration, Management Consulting, Investment Operations, Financial Reporting, Variance Analysis, Expenses, Fund Accounting, Fund Of Funds, Bloomberg, Mutual Funds, Investments, Securities Lending, Valuation, Middle Office, Back Office, Private Equity, Portfolio Management, Options, Bonds, Derivatives, Corporate Actions, Alternative Investments, Securities, Asset Management, Fixed Income
Education
Fairfield University 1984 — 1989
Bachelor of Science (BS), Finance
University of Bridgeport 1982 — 1984
Marine Biology and Biological Oceanography
Hartford Funds March 2015 - Present
BNY Mellon January 2013 - March 2015
Lockwood Advisors, Inc. August 2011 - January 2013
Lockwood Advisors, Inc. April 2006 - August 2011
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Investments, Financial Advisory, Finance, ETFs, Mutual Funds, Management, Series 7
Education
Fairfield University 1997 — 2001
St. Jospeh's Prep 1993 — 1997
BNY Mellon July 1995 - Present
American Express Bank, LTD March 1988 - June 1995
Citicorp September 1977 - March 1988
Lafayette Radio Electronics September 1975 - September 1977
Skills
Leadership, Business Intelligence, Strategy, Analysis, Business Analysis, Vendor Management, PMP, Fixed Income, Governance, Risk Management, Disaster Recovery, Asset Management, SDLC, Testing, Data Center, Change Management, Databases, Business Continuity..., CICS, IT Strategy, IT Management
Education
William C.C. Chen Tai Chi Chuan 2003 — 2010
Teaching Certificate, Taijiquan
Long Island University, C.W. Post Campus 1980 — 1988
BS (pending), Information Services
Farmingdale State University of New York 1978 — 1980
AAS, Computer Science
BNY Mellon November 2012 - Present
Wal-Mart October 2008 - July 2012
Bank of New York Mellon March 1998 - October 2008
Skills
Business Analysis, SDLC, Oracle, COBOL, SQL, Visio, DB2, Mainframe, Easytrieve, JCL, Requirements Gathering, PeopleSoft, VBA, Oracle Hyperion Essbase, Oracle SQL, TSO, IBM Mainframe, Windows Server Skills
Education
International Academy of Design and Technology 1994 — 1996
Associate's Degree, Computer and Information Sciences and Support Services
Fairmont State University 1978 — 1980
Accounting and Related Services
BNY Mellon September 2013 - August 2014
CDI Corporation November 2012 - September 2013
Talent Logic Inc. 2011 - November 2012
Citi Group August 2000 - December 2010
Cotelligent September 1999 - July 2000
Plus Integration July 1996 - September 1999
Credit Suisse July 1990 - July 1996
Security Pacific Bank July 1989 - July 1990
The Bank of New York July 1983 - July 1989
Skills
Open VMS Operating..., Mac OS X, Linux, Unix, z/OS, Websphere MQ, Connect Direct, SSH, TCP/IP, SNA, RJE, SSL, DCL, Bash, REXX, Fortran, COBOL, C, Assembly, ACL, RACF, RAID, Disaster Recovery, Operating Systems, Symmetrix, WebSphere MQ, OS X, High Availability, Troubleshooting, Servers, IT Operations, VMS, Data Center, AIX, Access Lists, Cloud Computing, Databases, IBM AIX, Infrastructure, Security, Information Technology
Education
Stevens Institute of Technology 2006 — 2012
MS, Computer Science
Rutgers, The State University of New Jersey-Newark 1985 — 1988
B.A., Computer Science
Fairleigh Dickinson University
Nutley High School
BNY Mellon November 1995 - Present
Skills
Banking, Microsoft Excel, Corporate Finance, Corporate Trust, Securities, Investments, Credit, Financial Analysis, Finance, Fixed Income, Risk Management, Financial Modeling, Account Reconciliation, Access, Strategic Financial..., Accounting, Financial Reporting, Bonds, Economics
Education
Endicott College 1989 — 1991
Associate of Science (A.S.), Tourism and Travel Services Management
BNY Mellon September 2015 - Present
The Provident Bank December 2007 - Present
Merrill Lynch 2000 - 2005
BankLink 1999 - 2002
Wachovia February 1996 - December 1997
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Cash Management, Banking, Portfolio Management, Small Business Lending, Credit Analysis, Asset Based Lending, Lines Of Credit, Leadership, Financial Analysis, Risk Management, Finance, Commercial Mortgages
Education
Fairleigh Dickinson University-Florham Campus
BS, Marketing
Fairleigh Dickinson University-Florham Campus
MBA, Finance
MassMutual Financial Group February 2013 - Present
TRANSAMERICA - WORLD FINANCIAL GROUP August 2012 - January 2013
CLAREMONT INVESTMENT PARTNERS, LLC June 2008 - May 2009
SYNERGY BANK September 2003 - March 2008
BNY Mellon September 2002 - July 2003
NEW YORK LIFE INVESTMENT MANAGEMENT September 1997 - August 2002
NYLIFE SECURITIES October 1992 - September 1997
Skills
Financial Analysis, Financial Modeling, Data Research, Financial Reporting, Budgeting, Asset Management, Investments, Mutual Funds, Strategic Planning, Forecasting, Problem Solving, Accounting, Business Strategy, Financial Planning, Corporate Finance, Asset Managment, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Fairfield University 1988 — 1992
B.S, Finance & International Business
Chaminade High School
BNY Mellon March 2015 - Present
BNY Mellon December 2011 - February 2015
Bridgewater Associates August 2011 - December 2011
Legg Mason & Co., LLC June 2008 - July 2011
General Electric Co October 2007 - May 2008
Acorn Financial Services June 2007 - August 2007
Education
Fairfield University 2004 — 2008
BS, Finance
Law Office of John J. Sheehan 2011 - Present
BNY Mellon March 2006 - July 2010
BNY Mellon September 1993 - September 1998
The Boston Company/Mellon Trust June 1988 - September 1993
Skills
Financial Services, Banking, Settlement, Mutual Funds, Asset Managment, Asset Management, Client Services, SWIFT payments, Business Analysis, Corporate Actions, Equities, Fixed Income, Securities, Derivatives, FX Options, Back Office, Investment Banking, Capital Markets, Financial Markets, Cash Management, Financial Risk, Trading Systems, Compliance, Microsoft Office, Treasury, Customer Service
Education
Emmanuel College
BA, Business Administration and Management, General
BNY Mellon November 2009 - Present
Skills
Financial Analysis, Fund Accounting, Financial Reporting, Bloomberg, Financial Modeling, Accounting, Fixed Income, Account Reconciliation, Hedge Funds, IFRS, Equities, Securities, Derivatives, Banking, Internal Controls, Financial Accounting, Corporate Finance, Mutual Funds, Finance, Financial Audits
Education
Endicott College 2003 — 2007
Bachelor's Degree, Finance, General, 3.53
National Bank of Kuwait SAK September 2008 - Present
BNY Mellon 2006 - 2008
Northwestern Mutual 2004 - 2006
Fleet Boston Financial 1996 - 2001
Skills
Correspondent Banking, KYC, Banking, Trade Finance, Project Finance, Private Banking, Financial Services, Loans, Finance, Management, Credit, Commercial Banking
Education
Fairleigh Dickinson University
MBA, Finance
Fordham University
Bachelor's degree, Economics
California-Pacific United Methodist Foundation February 2013 - Present
Aldersgate United Methodist Church July 2009 - January 2013
Burbank First United Methodist Church July 2004 - June 2009
Santa Monica First United Methodist Church July 2000 - June 2004
BNY Mellon November 1993 - August 1997
SunTrust Bank June 1986 - November 1993
Skills
Fundraising, Stewardship, Preaching, Biblical Studies, Theology, Nonprofits, Non-profit..., Youth Ministry, Strategic Planning, Pastoral Counseling, Pastoral Care, Discipleship, Community Outreach, Leadership Development, Liturgy, Religion, Missions, Higher Education
Education
Union Theological Seminary 1998 — 2000
M. Div.
Emory University 1982 — 1986
BA, English
BNY Mellon June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Research, Leadership, Training, Customer Service, Management, Corporate Finance, Problem Solving, Financial Analysis, Accounting
Education
Endicott College 2015 — 2017
Master of Business Administration (MBA), Finance, General
Salem State University 2012 — 2014
Bachelor’s Degree, Psychology
North Shore Community College 2010 — 2012
Associate's Degree, Criminal Justice and Corrections
EidoSearch 2014 - Present
Next Generation Bonds 2012 - 2014
Boston Financial Management, Inc. 2010 - 2012
BNY Mellon 2008 - 2010
BNY Mellon 2006 - 2008
American Express 2005 - 2005
Education
Fairfield University 2002 — 2006
Bachelor's degree, Finance
BNY Mellon June 1997 - Present
Midlantic Bank May 1991 - September 1996
Education
DeVry Instiute of technology 1998 — 2000
AS, Telecommunications management
Essex County College 1988 — 1990
Certificate, Data Processing and Communications
BNY Mellon April 2014 - Present
Citi June 2013 - April 2014
Citigroup Tampa Florida May 2011 - June 2013
Citigroup Tampa Florida September 2009 - May 2011
Citigroup Tampa Florida October 2004 - August 2009
Citigroup Buffalo September 2001 - June 2004
Citigroup Buffalo New York August 1996 - June 2004
Skills
Banking, Retail Banking, Risk Management, Relationship Management, Financial Risk, Business Analysis, Financial Services, Coordination, Engagements, AML, Communication, Management, Process Improvement, Payments, KYC, Fraud, Financial Institutions, OFAC, Analysis
Education
Buffalo State College
Erie Community College
Journalism
Erie Community College
State University
Federal Reserve Bank of Kansas City July 2001 - Present
BNY Mellon May 1990 - June 2001
Skills
Banking, Process Improvement, Business Analysis, Financial Analysis, Financial Modeling, Management, Finance, Management Consulting, Strategic Financial..., Analysis, Auditing, Credit Risk, Risk Management, Project Management, Credit, Financial Reporting, Change Management, Access, Business Process..., Internal Controls, Financial Risk, Analytics, Program Management, Business Intelligence, Retail Banking, Accounting, Data Analysis, Vendor Management
Education
Finger Lakes Community College 1971 — 1974
AAS
Peekskill High School 1968 — 1971
Academic, Math-Science-English
BNY Mellon March 2005 - October 2009
AimNet Solutions (acquired by Cognizant) September 2001 - March 2005
MDY Advanced Technologies (acquired by Computer Associates) May 1999 - July 2000
API Systems, Inc. March 1999 - April 1999
DPC-Cirrus Corporation (acquired by Siemens AG) February 1996 - September 1998
Bio-Rad Laboratories February 1995 - January 1996
Biocell Laboratories, Inc. January 1993 - February 1995
Skills
Business Analysis, Business Intelligence, Cloud Computing, Data Center, Disaster Recovery, Microsoft Exchange, Microsoft SQL Server, Networking, Operating Systems, Project Management, Risk Management, SDLC, Servers, VMware ESX, Vendor Management
Education
Fairleigh Dickinson University 2009 — 2012
Master of Science (M.S.), Management Information Systems, 3.8
Chubb Institute 1998 — 1999
Diploma, Network Engineering and Data Communications, 3.8
Saint Vincent College 1980 — 1984
Bachelor's degree (BS), Cell/Cellular Biology and Anatomical Sciences
BNY Mellon April 1994 - Present
The Watt Corporation 1992 - 2012
Merrill Lynch 1983 - 1994
Education
NYU Stern School of Business 1991 — 1993
MBA, Finance
Fairfield University
BS, Accounting
BNY Mellon March 2006 - Present
SunAmerica Asset Management January 1996 - March 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Mutual Funds, Asset Management, Securities, Trading, Investment Strategies, Financial Markets
Education
Fairfield University
Master's degree, Finance, General
Fairfield University 1991 — 1995
Bachelor's degree, Economics
Chaminade High School
BNY Mellon April 2012 - Present
Education
West Virginia University College of Law 1999 — 2002
Juris Doctor (J.D.), Taxation
Fairmont State University 1994 — 1999
Bachelor’s Degree, Accounting
Fairmont State University 1994 — 1999
Bachelor’s Degree, Corporate Finance
BNY Mellon Corporate Action SpecialistBNY Mellon2005 - 2012
Education
Evergreen Valley College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, 3.25
BNY Mellon June 2012 - Present
BNY Mellon October 2010 - June 2012
BNY Mellon February 2008 - October 2010
Skills
Management, Banking, Finance
Education
Simmons College - Simmons School of Management 2009 — 2012
Master of Business Administration (MBA)
Emmanuel College 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Clay Diversity Corporation January 2003 - Present
JPMorgan Chase June 1992 - December 2002
BNY Mellon March 1991 - May 1991
Skills
HTML, C/C++ STL, OOAD, OS X, Eclipse, Xcode, SQL, UML, COBOL, Project Management, IMS DB/DC, DB2, VSAM, JCL, CICS, Fileaid, FTP, Dreamweaver, Photoshop, Adobe Fireworks, CSS, CMS, Joomla, E-commerce, Payment Gateways, APIs, WordPress, Easytrieve, SEF, SEO, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint
Education
New York University 2012 — 2013
Certificate, C++ programming, A-
Fashion Institute of Technology 2010 — 2011
Certificate of Competency in Ladies Tailoring Techniques, Ladies Tailoring, A-
Grambling State University
Bachelor of Arts (B.A.), Physics, 3.3/4.0
BNY Mellon April 1988 - Present
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Economics and Finance
Kitsap Credit Union June 2011 - Present
American General Finance March 2009 - June 2011
BNY Mellon July 2008 - March 2009
Skills
Financial Services, Customer Service, Management, Coaching, Operations Management, Operating Budgets, Leadership, Sales Management, Salesforce Training, Community Outreach
Education
Faith Evangelical College & Seminary 2006 — 2008
Bachelor's degree, Religion/Religious Studies
Olympic College 2005 — 2007
Associate's degree, General
BNY Mellon June 2003 - Present
Seville Dyeing Co. Inc. 1990 - 2000
Education
Endicott College 1984 — 1986
Associate of Science (A.S.)
Bain Capital August 2014 - Present
BNY Mellon April 2012 - August 2014
Education
Endicott College 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
Merrimack College 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Aon Hewitt October 2012 - Present
Aon Hewitt May 2011 - August 2012
Aon Hewitt October 2006 - April 2011
Cigna February 2005 - November 2006
BNY Mellon November 2000 - February 2005
Skills
Performance Management, Customer Service, Human Resources, Benefits Administration, Project Management, Acquisitions
Education
Essex County College 2001 — 2003
Human Resource Practices
BNY Mellon July 2000 - Present
Solomon Smith Barney May 1999 - July 2000
JPMorgan Chase & Co. August 1986 - May 1999
MANUFACTURES HANOVER TRUST January 1984 - August 1986
Kinney Shoes August 1981 - January 1984
Skills
z/OS, SMP/E, ISPF, TSO, JCL, WebSphere Application..., SDSF, JES2, REXX, Unix, WebSphere, Operating Systems, Data Center, MVS, Software Development, Testing, Infrastructure, Technical Support
Education
new york university 1985 — 1986
COURSE TAKEN: IBM System/370 Operating System Concepts
New York Institute of Technology 1976 — 1980
Bachelor of Science Degree in Architecture, Architecture
Farmingdale State University of New York 1973 — 1976
Associate Science Degree in Architecture, Architecture
East Rockaway