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
Kamaria Scott, SPHR Kamaria Scott, SPHR's BNY Mellon Experience January 2013 - Present
Job Learning and Development Expert | Employee Engagement Advisor
Industry Professional Training & Coaching
Experience
BNY Mellon January 2013 - Present
Winn Dixie Stores June 2011 - September 2012
Solantic Walk-in Urgent Care March 2009 - March 2011
Shands Jacksonville February 2007 - March 2009
City of Jacksonville April 2006 - February 2007
NAVAIR Orlando 2004 - 2005
Skills
Employee Engagement, Training Delivery, Instructional Design, Organizational..., Job Analysis, Selection, Performance Management, team building, Human Resource..., Leadership Development, Assessment Center, Employee Surveys, Learning Management..., Organizational Learning, Customer Experience, Performance Improvement, Change Management, Coaching, Employee Training, Human Resources, Instructor-led Training, Leadership, Learning Management, Management, Management Development, Team Building, Training, Workshop Facilitation, Strategy, Strategic Planning, Staff Development, Organizational...
Education
Florida State University
EdS, Adult Education/Human Resource Development
University of Central Florida
M.S., Industrial/Organizational Psychology
University of North Florida
B.S., Psychology
BNY Mellon January 2013 - Present
Winn Dixie Stores June 2011 - September 2012
Solantic Walk-in Urgent Care March 2009 - March 2011
Shands Jacksonville February 2007 - March 2009
City of Jacksonville April 2006 - February 2007
NAVAIR Orlando 2004 - 2005
Skills
Employee Engagement, Training Delivery, Instructional Design, Organizational..., Job Analysis, Selection, Performance Management, team building, Human Resource..., Leadership Development, Assessment Center, Employee Surveys, Learning Management..., Organizational Learning, Customer Experience, Performance Improvement, Change Management, Coaching, Employee Training, Human Resources, Instructor-led Training, Leadership, Learning Management, Management, Management Development, Team Building, Training, Workshop Facilitation, Strategy, Strategic Planning, Staff Development, Organizational...
Education
Florida State University
EdS, Adult Education/Human Resource Development
University of Central Florida
M.S., Industrial/Organizational Psychology
University of North Florida
B.S., Psychology
Yvette Hall's BNY Mellon Experience October 2012 - January 2013
Job Accountant, Appointment Specialist
Industry Accounting
Experience
Sears Home Services April 2015 - Present
Wyndham Vacation Ownership February 2015 - May 2015
Hilton Worldwide October 2014 - January 2015
Royal Bahama Cruise Line June 2014 - September 2014
McGraw-Hill Education CTB April 2014 - June 2014
Sentry Management Inc. June 2013 - February 2014
McGraw-Hill Education CTB April 2013 - June 2013
BNY Mellon October 2012 - January 2013
Earnest Products August 2012 - October 2012
International Speedway Corporation May 2010 - November 2011
Skills
ADP Payroll, Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Analysis, Auditing, Balance, Bank Reconciliation, Banking, Bookkeeping, Budgets, Cash, Cash Flow, Consolidation, Customer Service, Data Entry, Expenses, Financial Statements, General Ledger, Invoicing, Journal Entries, Microsoft Office, Outlook, Payments, Payroll, Pivot Tables, PeopleSoft, QuickBooks, Research, Spreadsheets, Time Management, Tax Preparation
Education
Florida Southern College 1996 — 1999
BS, Finance
Florida Southern College 1988 — 1990
BS, Accounting
Sears Home Services April 2015 - Present
Wyndham Vacation Ownership February 2015 - May 2015
Hilton Worldwide October 2014 - January 2015
Royal Bahama Cruise Line June 2014 - September 2014
McGraw-Hill Education CTB April 2014 - June 2014
Sentry Management Inc. June 2013 - February 2014
McGraw-Hill Education CTB April 2013 - June 2013
BNY Mellon October 2012 - January 2013
Earnest Products August 2012 - October 2012
International Speedway Corporation May 2010 - November 2011
Skills
ADP Payroll, Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Analysis, Auditing, Balance, Bank Reconciliation, Banking, Bookkeeping, Budgets, Cash, Cash Flow, Consolidation, Customer Service, Data Entry, Expenses, Financial Statements, General Ledger, Invoicing, Journal Entries, Microsoft Office, Outlook, Payments, Payroll, Pivot Tables, PeopleSoft, QuickBooks, Research, Spreadsheets, Time Management, Tax Preparation
Education
Florida Southern College 1996 — 1999
BS, Finance
Florida Southern College 1988 — 1990
BS, Accounting
Kathleen Ferrell's BNY Mellon Experience October 2013 - Present
Job Pricing Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon October 2013 - Present
Adventist Health System September 2013 - October 2013
Wells Fargo March 2012 - August 2013
Florida State University January 2011 - December 2011
Skills
Bloomberg Terminal, SunGard, Microsoft Excel, Microsoft Access, Microsoft Word, Mac OS X, Windows, Series, ReconNet, File Management, Transaction Processing, Customer Service, Teller Operations, Foreign Currency..., Solution Selling, Retail Banking, Highly detail oriented, Teamwork, Creativity
Education
Florida State University 2008 — 2011
BS, Accounting, Finance, 3.34
BNY Mellon October 2013 - Present
Adventist Health System September 2013 - October 2013
Wells Fargo March 2012 - August 2013
Florida State University January 2011 - December 2011
Skills
Bloomberg Terminal, SunGard, Microsoft Excel, Microsoft Access, Microsoft Word, Mac OS X, Windows, Series, ReconNet, File Management, Transaction Processing, Customer Service, Teller Operations, Foreign Currency..., Solution Selling, Retail Banking, Highly detail oriented, Teamwork, Creativity
Education
Florida State University 2008 — 2011
BS, Accounting, Finance, 3.34
Eric Henson's BNY Mellon Experience October 2006 - March 2012
Job at
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
QuarterLine February 2014 - August 2014
American Savings Bank February 2013 - January 2014
American Savings Bank July 2012 - February 2013
The Bank of New York Mellon Co March 2012 - July 2012
BNY Mellon October 2006 - March 2012
Skills
Finance, Bloomberg, Analysis, Accounting, Investments, Auditing, Equities, Hedge Funds, Derivatives, Fixed Income, Bonds, Valuation, GAAP, Mutual Funds, Financial Statements, Financial Reporting, Account Reconciliation, Loans, Asset Management, ETFs, Banking, Fund Administration
Education
Saint Leo UniversitySaint
Bachelor of Arts, Accounting
University of Phoenix
Master, Business Administration
Florida State University
Bachelor of Science, Economics
Deutsche Bank August 2014 - Present
QuarterLine February 2014 - August 2014
American Savings Bank February 2013 - January 2014
American Savings Bank July 2012 - February 2013
The Bank of New York Mellon Co March 2012 - July 2012
BNY Mellon October 2006 - March 2012
Skills
Finance, Bloomberg, Analysis, Accounting, Investments, Auditing, Equities, Hedge Funds, Derivatives, Fixed Income, Bonds, Valuation, GAAP, Mutual Funds, Financial Statements, Financial Reporting, Account Reconciliation, Loans, Asset Management, ETFs, Banking, Fund Administration
Education
Saint Leo UniversitySaint
Bachelor of Arts, Accounting
University of Phoenix
Master, Business Administration
Florida State University
Bachelor of Science, Economics
Jean-Paul Moore Jean-Paul Moore's BNY Mellon Experience September 2014 - Present
Job Private Equity Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon June 2014 - September 2014
BNY Mellon August 2012 - September 2014
Walt Disney World May 2005 - August 2012
Club Properties - Polo Club Apartments January 2007 - August 2011
Publix 2003 - 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Time Management, Financial Reporting, Financial Analysis, Windows, Investments, OS X, Photoshop, Illustrator, Bloomberg Terminal, Derivatives, VBA, Outlook, Teamwork, QuickBooks, Accounting, Excel, Linux, Social Networking, Social Media, Event Planning, Data Entry, Facebook, Axys, Customer Service, Word, OSX, Advent Geneva, Problem Solving, NTAS, IDC, Investran, ThinkOrSwim
Education
Rollins College - Crummer Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Florida State University 2005 — 2009
Bachelor of Science, Finance & Business Management
BNY Mellon September 2014 - Present
BNY Mellon June 2014 - September 2014
BNY Mellon August 2012 - September 2014
Walt Disney World May 2005 - August 2012
Club Properties - Polo Club Apartments January 2007 - August 2011
Publix 2003 - 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Time Management, Financial Reporting, Financial Analysis, Windows, Investments, OS X, Photoshop, Illustrator, Bloomberg Terminal, Derivatives, VBA, Outlook, Teamwork, QuickBooks, Accounting, Excel, Linux, Social Networking, Social Media, Event Planning, Data Entry, Facebook, Axys, Customer Service, Word, OSX, Advent Geneva, Problem Solving, NTAS, IDC, Investran, ThinkOrSwim
Education
Rollins College - Crummer Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Florida State University 2005 — 2009
Bachelor of Science, Finance & Business Management
Curtis Kaslewicz Curtis Kaslewicz's BNY Mellon Experience November 2005 - February 2014
Job Enrolled agent with H&R Block
Industry Accounting
Experience
H&R Block 2014 - Present
Jackson Hewitt August 2012 - Present
BNY Mellon November 2005 - February 2014
Charles Schwab April 1997 - November 2000
Skills
Accounting, Tax Preparation, Microsoft Excel, QuickBooks, Account Reconciliation, Accounts Payable, Peachtree, General Ledger, Accounts Receivable, Financial Statements, GAAP, Bank Reconciliation, Bookkeeping, Financial Reporting, Accruals, Journal Entries
Education
Florida Southern College 2002 — 2005
Bachelor of Science (B.S.), Accounting, 3.5 overall
University of Florida 1974 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2 overall
H&R Block 2014 - Present
Jackson Hewitt August 2012 - Present
BNY Mellon November 2005 - February 2014
Charles Schwab April 1997 - November 2000
Skills
Accounting, Tax Preparation, Microsoft Excel, QuickBooks, Account Reconciliation, Accounts Payable, Peachtree, General Ledger, Accounts Receivable, Financial Statements, GAAP, Bank Reconciliation, Bookkeeping, Financial Reporting, Accruals, Journal Entries
Education
Florida Southern College 2002 — 2005
Bachelor of Science (B.S.), Accounting, 3.5 overall
University of Florida 1974 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2 overall
Dillon Burdsall's BNY Mellon Experience May 2013 - August 2013
Job Commercial Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Florida State University June 2010 - May 2014
BNY Mellon May 2013 - August 2013
BNY Mellon July 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Economics, Leadership, Research
Education
Florida State University 2010 — 2014
Finance, Applied Economics, Business, Economics
Citi June 2014 - Present
Florida State University June 2010 - May 2014
BNY Mellon May 2013 - August 2013
BNY Mellon July 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Economics, Leadership, Research
Education
Florida State University 2010 — 2014
Finance, Applied Economics, Business, Economics
Jeanne Regis Jeanne Regis's BNY Mellon Experience October 2006 - August 2009
Job Assistant Program Coordinator
Industry Mental Health Care
Experience
North Suffolk Mental Health September 2013 - Present
North Suffolk Mental Health August 2010 - September 2013
BNY Mellon October 2006 - August 2009
Skills
Microsoft Word, Psychology, Data Entry, Mental Health, Cpr Certified, MAP certified, Medical Assisting, Social Services, Case Management, Community Outreach, Crisis Intervention, Adolescents, Group Therapy
Education
Suffolk University 2012 — 2012
Florida State University 1999 — 2001
Graduate Certificate, Public Administration
UMass Boston 1995 — 1998
Bachelor of Science (BS), Psychology
North Suffolk Mental Health September 2013 - Present
North Suffolk Mental Health August 2010 - September 2013
BNY Mellon October 2006 - August 2009
Skills
Microsoft Word, Psychology, Data Entry, Mental Health, Cpr Certified, MAP certified, Medical Assisting, Social Services, Case Management, Community Outreach, Crisis Intervention, Adolescents, Group Therapy
Education
Suffolk University 2012 — 2012
Florida State University 1999 — 2001
Graduate Certificate, Public Administration
UMass Boston 1995 — 1998
Bachelor of Science (BS), Psychology
Brandon Boychuk's BNY Mellon Experience June 2013 - June 2015
Job Wealth Management Associate at Antolino & Associates
Industry Financial Services
Experience
Antolino & Associates July 2015 - Present
BNY Mellon June 2013 - June 2015
John Carroll University August 2011 - May 2013
Thomas Roulston Investment Partners, Inc. December 2011 - June 2012
Skills
Word, Excel, PowerPoint, Research, Access, Troubleshooting, Analysis, Outlook, Microsoft Word, Microsoft Excel
Education
Florida Atlantic University 2014 — 2015
Certified Financial Planner (CFP®)
John Carroll University 2009 — 2013
Bachelor of Science (BS), Economics
Regents College 2011 — 2011
Study Abroad Program, Boler School of Business Affiliate
Antolino & Associates July 2015 - Present
BNY Mellon June 2013 - June 2015
John Carroll University August 2011 - May 2013
Thomas Roulston Investment Partners, Inc. December 2011 - June 2012
Skills
Word, Excel, PowerPoint, Research, Access, Troubleshooting, Analysis, Outlook, Microsoft Word, Microsoft Excel
Education
Florida Atlantic University 2014 — 2015
Certified Financial Planner (CFP®)
John Carroll University 2009 — 2013
Bachelor of Science (BS), Economics
Regents College 2011 — 2011
Study Abroad Program, Boler School of Business Affiliate
constantine hatzivassiliou constantine hatzivassiliou's BNY Mellon Experience October 2011 - January 2014
Job Managing Director
Industry Financial Services
Experience
Camden Capital January 2014 - Present
BNY Mellon October 2011 - January 2014
AllianceBernstein August 2007 - October 2011
Indymac Bank January 2005 - August 2007
Pacific Mercantile Bank February 1997 - December 2004
Education
Florida Atlantic University
LASS & Economics, Finance and Economics
University of Florida
Finance and Economics
Camden Capital January 2014 - Present
BNY Mellon October 2011 - January 2014
AllianceBernstein August 2007 - October 2011
Indymac Bank January 2005 - August 2007
Pacific Mercantile Bank February 1997 - December 2004
Education
Florida Atlantic University
LASS & Economics, Finance and Economics
University of Florida
Finance and Economics
Trent Haynes's BNY Mellon Experience August 2010 - Present
Job VP Quality Management Office at Pershing LLC
Industry Financial Services
Experience
BNY Mellon August 2010 - Present
Pershing LLC 2010 - Present
Skills
User Acceptance Testing, Requirements Gathering, Customer Service, Quality Management, Network Administration, Help Desk Support, Newsletters, Reporting & Analysis, Quality Assurance, Service Excellence, Business Analysis, Business Requirements, Visio, Software Documentation, Project Management, Waterfall, Public Speaking, Coaching, Vendor Management, Management, Process Improvement, Leadership
Education
Florida State University 1981 — 1984
B.S. Mathematics, Computer Science
BNY Mellon August 2010 - Present
Pershing LLC 2010 - Present
Skills
User Acceptance Testing, Requirements Gathering, Customer Service, Quality Management, Network Administration, Help Desk Support, Newsletters, Reporting & Analysis, Quality Assurance, Service Excellence, Business Analysis, Business Requirements, Visio, Software Documentation, Project Management, Waterfall, Public Speaking, Coaching, Vendor Management, Management, Process Improvement, Leadership
Education
Florida State University 1981 — 1984
B.S. Mathematics, Computer Science
Brett Conners's BNY Mellon Experience October 2011 - Present
Job Associate Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
BNY Mellon November 2007 - October 2011
BNY Mellon September 2004 - November 2007
Merrill Lynch May 2003 - September 2004
Skills
Financial Services, Securities, Relationship Management, Capital Markets, Fixed Income, Structured Finance, Derivatives, Investments, Bonds, Finance, Corporate Finance, Banking, Structured Products, Risk Management, Financial Analysis, Financial Markets, Project Finance, Securitization, ABS, Corporate Trust, Mergers & Acquisitions, Corporate Actions, Budgeting, Client Services, Client Relations, Accounting, Account Reconciliation, Auditing, Fundamental Analysis, Technical Analysis, Collateral Management, Compliance Monitoring, Bond Markets, Student Loans
Education
Florida State University - College of Business 1999 — 2003
BS, Finance
BNY Mellon October 2011 - Present
BNY Mellon November 2007 - October 2011
BNY Mellon September 2004 - November 2007
Merrill Lynch May 2003 - September 2004
Skills
Financial Services, Securities, Relationship Management, Capital Markets, Fixed Income, Structured Finance, Derivatives, Investments, Bonds, Finance, Corporate Finance, Banking, Structured Products, Risk Management, Financial Analysis, Financial Markets, Project Finance, Securitization, ABS, Corporate Trust, Mergers & Acquisitions, Corporate Actions, Budgeting, Client Services, Client Relations, Accounting, Account Reconciliation, Auditing, Fundamental Analysis, Technical Analysis, Collateral Management, Compliance Monitoring, Bond Markets, Student Loans
Education
Florida State University - College of Business 1999 — 2003
BS, Finance
Jose D Vargas's BNY Mellon Experience July 2010 - October 2010
Job Citigold International / Client Associate / LATAM
Industry Financial Services
Experience
Citi April 2015 - Present
Espirito Santo Bank July 2014 - April 2015
Bolsa Publica de Valores June 2012 - September 2013
True Alliance September 2011 - February 2012
BNY Mellon July 2010 - October 2010
Skills
CRM, Sales, Banking, Finance, Customer Service, Portfolio Management, Teamwork, Cold Calling, Spanish, Competitive Analysis, Italian, English, Client Development, Customer Acquisition, Brokerage, Client Relations Skills, Customer Retention, Financial Services, Fixed Income, Microsoft Office, Private Banking, KYC, pershing, Relationship Management
Education
University of Technology, Sydney 2008 — 2011
Master of Business Administration (MBA), Finance, General
Università di Bologna / University of Bologna 2006 — 2007
Bachelor of Business Administration (BBA), Economics
Florida International University 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
El Peñón
High School, High School
Citi April 2015 - Present
Espirito Santo Bank July 2014 - April 2015
Bolsa Publica de Valores June 2012 - September 2013
True Alliance September 2011 - February 2012
BNY Mellon July 2010 - October 2010
Skills
CRM, Sales, Banking, Finance, Customer Service, Portfolio Management, Teamwork, Cold Calling, Spanish, Competitive Analysis, Italian, English, Client Development, Customer Acquisition, Brokerage, Client Relations Skills, Customer Retention, Financial Services, Fixed Income, Microsoft Office, Private Banking, KYC, pershing, Relationship Management
Education
University of Technology, Sydney 2008 — 2011
Master of Business Administration (MBA), Finance, General
Università di Bologna / University of Bologna 2006 — 2007
Bachelor of Business Administration (BBA), Economics
Florida International University 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
El Peñón
High School, High School
Patricia Craig Patricia Craig's BNY Mellon Experience September 2012 - December 2012
Job Sr Record Keeping Specialist at ING
Industry Financial Services
Experience
Voya Financial January 2013 - Present
BNY Mellon September 2012 - December 2012
Putnam Investments 1996 - 2012
Waltham/Weston Hospital July 1992 - December 1993
Belmont Springs Water Co. August 1987 - January 1992
Electronics Corporation of America December 1986 - August 1987
Baystate Florists Supply Co. June 1986 - December 1986
Guaranty First Trust Co. May 1984 - June 1986
Skills
Data Entry, Customer Service, Problem Solving, Human Resources, Office Management, Training, Time Management
Education
Fisher College 2012 — 2013
Business Administration
Waltham High School 1981 — 1984
Voya Financial January 2013 - Present
BNY Mellon September 2012 - December 2012
Putnam Investments 1996 - 2012
Waltham/Weston Hospital July 1992 - December 1993
Belmont Springs Water Co. August 1987 - January 1992
Electronics Corporation of America December 1986 - August 1987
Baystate Florists Supply Co. June 1986 - December 1986
Guaranty First Trust Co. May 1984 - June 1986
Skills
Data Entry, Customer Service, Problem Solving, Human Resources, Office Management, Training, Time Management
Education
Fisher College 2012 — 2013
Business Administration
Waltham High School 1981 — 1984
David K Edwards, CFA David K Edwards, CFA's BNY Mellon Experience 2001 - 2007
Job Sr. V.P. Regional Portfolio Manager at BB&T
Industry Financial Services
Experience
BB&T October 2010 - Present
US Trust 2007 - 2009
BNY Mellon 2001 - 2007
Northern Trust 1991 - 2000
Northern Trust 1991 - 2000
Skills
Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Private Banking, Asset Management, Wealth, Investments, Retirement Planning, Equities, Securities, Financial Analysis, Investment Advisory, Portfolio Optimization
Education
Florida International University
Elementary Education and Teaching
Florida State University
Anthropology
BB&T October 2010 - Present
US Trust 2007 - 2009
BNY Mellon 2001 - 2007
Northern Trust 1991 - 2000
Northern Trust 1991 - 2000
Skills
Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Private Banking, Asset Management, Wealth, Investments, Retirement Planning, Equities, Securities, Financial Analysis, Investment Advisory, Portfolio Optimization
Education
Florida International University
Elementary Education and Teaching
Florida State University
Anthropology
Patricio Garay Lebrija Patricio Garay Lebrija's BNY Mellon Experience June 2011 - August 2011
Job GQ México & Latin America
Industry
Experience
GQ Mexico and Latin America May 2012 - Present
All Saints Spitalfields April 2013 - December 2013
BNY Mellon June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Public Relations, Marketing, Social Media Marketing, Social Media, Sales, Strategic Planning
Education
Florida International University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: International Business & Finance
La Salle High School 2008 — 2009
High School, 12
GQ Mexico and Latin America May 2012 - Present
All Saints Spitalfields April 2013 - December 2013
BNY Mellon June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Public Relations, Marketing, Social Media Marketing, Social Media, Sales, Strategic Planning
Education
Florida International University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: International Business & Finance
La Salle High School 2008 — 2009
High School, 12
Paul Gallo Paul Gallo's BNY Mellon Experience August 2014 - Present
Job Junior Trade Support Specialist
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
World Trade Center Orlando January 2014 - April 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Finance, Data Analysis, Outlook, Microsoft Excel, Research, Statistics, Business Analysis, Public Speaking, Trading, Teamwork
Education
University of Central Florida 2010 — 2014
Bachelor of Science (BS), Finance, General
Florida Atlantic University 2011 — 2011
Finance
BNY Mellon August 2014 - Present
World Trade Center Orlando January 2014 - April 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Finance, Data Analysis, Outlook, Microsoft Excel, Research, Statistics, Business Analysis, Public Speaking, Trading, Teamwork
Education
University of Central Florida 2010 — 2014
Bachelor of Science (BS), Finance, General
Florida Atlantic University 2011 — 2011
Finance
Jessica Chick Jessica Chick's BNY Mellon Experience December 2014 - Present
Job Derivatives Pricing Specialist
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon July 2013 - December 2014
Bank of New York Mellon February 2011 - July 2013
BNY Mellon November 2007 - February 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Securities, Equities, Fund Accounting, Trading, Microsoft Office, Customer Service, Alternative Investments, Settlement, Fixed Income, Team Building, Team Leadership, Training, Valuation, Customer Relations, Geneva, DTC, Asset Pricing, Global Custody, Securities Lending, Business Continuity..., InvestOne, Derivatives, Mutual Funds, Hedge Funds, Options, Financial Services, Asset Management, Financial Modeling, Investments, Management, Finance
Education
Florida Atlantic University 2004 — 2005
Bachelor of Business Administration, Management
Lynn University 2002 — 2004
Associates Degree and partial Business Administration, Management
BNY Mellon December 2014 - Present
BNY Mellon July 2013 - December 2014
Bank of New York Mellon February 2011 - July 2013
BNY Mellon November 2007 - February 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Securities, Equities, Fund Accounting, Trading, Microsoft Office, Customer Service, Alternative Investments, Settlement, Fixed Income, Team Building, Team Leadership, Training, Valuation, Customer Relations, Geneva, DTC, Asset Pricing, Global Custody, Securities Lending, Business Continuity..., InvestOne, Derivatives, Mutual Funds, Hedge Funds, Options, Financial Services, Asset Management, Financial Modeling, Investments, Management, Finance
Education
Florida Atlantic University 2004 — 2005
Bachelor of Business Administration, Management
Lynn University 2002 — 2004
Associates Degree and partial Business Administration, Management
Amber Dumont's BNY Mellon Experience April 2007 - April 2013
Job Customer Service Representative at Lenze Americas Corporation
Industry Consumer Goods
Experience
Lenze Americas Corporation 2013 - Present
BNY Mellon April 2007 - April 2013
Monster Inc. April 2006 - April 2007
Creative Playthings 2005 - 2006
The Hanover Insurance Group 2004 - 2005
Yankee Eye Clinic 2002 - 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Process Improvement, Sales, Team Leadership, Customer Satisfaction
Education
Fitchburg State College 1991 — 1993
English Language and Literature/Letters
Lenze Americas Corporation 2013 - Present
BNY Mellon April 2007 - April 2013
Monster Inc. April 2006 - April 2007
Creative Playthings 2005 - 2006
The Hanover Insurance Group 2004 - 2005
Yankee Eye Clinic 2002 - 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Process Improvement, Sales, Team Leadership, Customer Satisfaction
Education
Fitchburg State College 1991 — 1993
English Language and Literature/Letters
Colin Leber Colin Leber's BNY Mellon Experience May 2009 - January 2011
Job Finance & Accounting Professional | MBA
Industry Sports
Experience
PGA of America April 2014 - Present
Dycom Industries November 2013 - April 2014
Thermo Fisher Scientific December 2011 - October 2013
PwC January 2011 - December 2011
BNY Mellon May 2009 - January 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, Variance Analysis, Corporate Finance, Finance, Account Reconciliation, Mergers & Acquisitions, Access
Education
Florida International University 2012 — 2014
Master of Business Administration (M.B.A.)
Robert Morris University 2005 — 2009
Bachelor of Science (BS), Finance
Keystone Oaks High School
Keystone Oaks High School
PGA of America April 2014 - Present
Dycom Industries November 2013 - April 2014
Thermo Fisher Scientific December 2011 - October 2013
PwC January 2011 - December 2011
BNY Mellon May 2009 - January 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, Variance Analysis, Corporate Finance, Finance, Account Reconciliation, Mergers & Acquisitions, Access
Education
Florida International University 2012 — 2014
Master of Business Administration (M.B.A.)
Robert Morris University 2005 — 2009
Bachelor of Science (BS), Finance
Keystone Oaks High School
Keystone Oaks High School
Derrick Garcia, CFP®'s BNY Mellon Experience June 2010 - Present
Job Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2010 - Present
Citibank November 2006 - May 2010
Skills
Private Banking, Wealth Management, Portfolio Management, Certified Financial...
Education
Florida International University - College of Business 2008 — 2009
MSF, Finance
University of Miami 1999 — 2002
BBA, Finance
BNY Mellon June 2010 - Present
Citibank November 2006 - May 2010
Skills
Private Banking, Wealth Management, Portfolio Management, Certified Financial...
Education
Florida International University - College of Business 2008 — 2009
MSF, Finance
University of Miami 1999 — 2002
BBA, Finance
Shane Ali-Kanhai Shane Ali-Kanhai's BNY Mellon Experience August 2012 - December 2012
Job Operations Manager at Kamal's Bakery
Industry Sports
Experience
Kamal's Bakery January 2015 - Present
FSU MBA Association July 2013 - June 2014
Florida State University College of Business August 2013 - May 2014
BNY Mellon August 2012 - December 2012
BNY Mellon December 2010 - August 2012
Danzy Studios May 2009 - July 2009
Skills
Marketing, Market Research, Customer Service, Business Planning, Fundraising, Leadership, Program Management, Facebook, Social Media, Time Management, Banking, Competitive Analysis, Budgets, Public Speaking, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel
Education
Florida State University 2013 — 2014
Master of Business Administration (M.B.A.), 3.75 GPA
Florida State University 2006 — 2010
Bachelors of Science, Multinational Business, 3.2 GPA, Dean's List
Kamal's Bakery January 2015 - Present
FSU MBA Association July 2013 - June 2014
Florida State University College of Business August 2013 - May 2014
BNY Mellon August 2012 - December 2012
BNY Mellon December 2010 - August 2012
Danzy Studios May 2009 - July 2009
Skills
Marketing, Market Research, Customer Service, Business Planning, Fundraising, Leadership, Program Management, Facebook, Social Media, Time Management, Banking, Competitive Analysis, Budgets, Public Speaking, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel
Education
Florida State University 2013 — 2014
Master of Business Administration (M.B.A.), 3.75 GPA
Florida State University 2006 — 2010
Bachelors of Science, Multinational Business, 3.2 GPA, Dean's List
Sean Samson Sean Samson's BNY Mellon Experience February 2015 - Present
Job CT Analytics Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2015 - Present
Invesco US February 2014 - February 2015
Enterprise Rent-A-Car May 2013 - August 2013
Incapital June 2012 - December 2012
Thistle Asset Consulting June 2011 - June 2012
Pi Kappa Alpha Kappa Mu Chapter September 2011 - May 2012
Broward County Parks and Recreation April 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Financial Analysis, Critical Thinking, Microsoft Office, Research, Team Leadership, Microsoft Word, Strategic Planning, Project Management, Finance, Valuation, Data Analysis
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Finance
University of Waterloo 2009 — 2012
No Degree, Mathematics, Minor in Economics
BNY Mellon February 2015 - Present
Invesco US February 2014 - February 2015
Enterprise Rent-A-Car May 2013 - August 2013
Incapital June 2012 - December 2012
Thistle Asset Consulting June 2011 - June 2012
Pi Kappa Alpha Kappa Mu Chapter September 2011 - May 2012
Broward County Parks and Recreation April 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Financial Analysis, Critical Thinking, Microsoft Office, Research, Team Leadership, Microsoft Word, Strategic Planning, Project Management, Finance, Valuation, Data Analysis
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Finance
University of Waterloo 2009 — 2012
No Degree, Mathematics, Minor in Economics
Jonathan Schriver Jonathan Schriver's BNY Mellon Experience January 2014 - Present
Job FX trading at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
The Rivers Casino May 2013 - Present
BNY Mellon November 2012 - January 2013
Jerome Bettis Grille 36 August 2012 - November 2012
Royal Palm Academy May 2011 - May 2012
Izod October 2010 - June 2011
Happy Feet August 2008 - August 2009
Skills
high level of..., Communicate Clearly, Creativity, Highly motivated..., Works well with a team, Determined to Succeed, Positive Personality
Education
Florida Gulf Coast University 2009 — 2012
Bachelor of Science Degree, Business; Marketing
Indian River State College 2008 — 2009
BNY Mellon January 2014 - Present
The Rivers Casino May 2013 - Present
BNY Mellon November 2012 - January 2013
Jerome Bettis Grille 36 August 2012 - November 2012
Royal Palm Academy May 2011 - May 2012
Izod October 2010 - June 2011
Happy Feet August 2008 - August 2009
Skills
high level of..., Communicate Clearly, Creativity, Highly motivated..., Works well with a team, Determined to Succeed, Positive Personality
Education
Florida Gulf Coast University 2009 — 2012
Bachelor of Science Degree, Business; Marketing
Indian River State College 2008 — 2009
Chris Vennemann Chris Vennemann's BNY Mellon Experience 2001 - 2005
Job Senior Financial Systems Implementation Consultant at Chesapeake System Solutions, Inc.
Industry Financial Services
Experience
Chesapeake System Solutions, Inc. June 2015 - Present
Paramount Pictures 2012 - 2015
Bank of America 2006 - 2011
SunGard 2005 - 2006
BNY Mellon 2001 - 2005
Skills
Process Improvement, Leadership, Training, Financial Analysis, Analysis, Management, Finance, Time Management, Accounting, Account Management, Recruiting, Sales, Six Sigma, Performance Improvement, Analytical Skills, Team-oriented, Talent Acquisition, Cross-functional Team..., Data Analysis, Customer Satisfaction, Account Reconciliation, Auditing, Sarbanes-Oxley Act, Financial Reporting
Education
University of Phoenix 2002 — 2003
Master, Business Administration
Florida State University 1995 — 1999
Bachelor of Science, Business Management
Chesapeake System Solutions, Inc. June 2015 - Present
Paramount Pictures 2012 - 2015
Bank of America 2006 - 2011
SunGard 2005 - 2006
BNY Mellon 2001 - 2005
Skills
Process Improvement, Leadership, Training, Financial Analysis, Analysis, Management, Finance, Time Management, Accounting, Account Management, Recruiting, Sales, Six Sigma, Performance Improvement, Analytical Skills, Team-oriented, Talent Acquisition, Cross-functional Team..., Data Analysis, Customer Satisfaction, Account Reconciliation, Auditing, Sarbanes-Oxley Act, Financial Reporting
Education
University of Phoenix 2002 — 2003
Master, Business Administration
Florida State University 1995 — 1999
Bachelor of Science, Business Management
Andrea Harper Andrea Harper's BNY Mellon Experience 2007 - Present
Job Owner, AHarperPhotography
Industry Photography
Experience
BNY Mellon 2007 - Present
AHarperPhotography 2003 - Present
Skills
Strategic Planning, Leadership Development, Social Media Marketing, Social Media, Leadership, Process Improvement, Data Analysis, Financial Accounting, Operations Management
Education
Florida Agricultural and Mechanical University
B.S., Accounting
BNY Mellon 2007 - Present
AHarperPhotography 2003 - Present
Skills
Strategic Planning, Leadership Development, Social Media Marketing, Social Media, Leadership, Process Improvement, Data Analysis, Financial Accounting, Operations Management
Education
Florida Agricultural and Mechanical University
B.S., Accounting
Maria Fermin Maria Fermin's BNY Mellon Experience March 2015 - Present
Job Mutual Fund Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
Club Z! In-Home Tutoring May 2009 - Present
MVP Sports Bar June 2006 - July 2008
Sinerconsult, C.A February 2003 - June 2005
EXORA CC Consultores, C.A. May 2001 - February 2003
Capital Multiple 59, C.A June 2000 - August 2000
Skills
Business Development, Program Management, Team Leadership, Staff Development, Training, Customer Service, Microsoft Office, Public Speaking, Recruiting, Project Management
Education
Florida International University 2014 — 2015
Master of Business Administration (M.B.A.), Corporate MBA
Universidad Metropolitana (VE) 2001 — 2002
Specialization, Marketing and Negotiation
Universidad Metropolitana (VE) 1996 — 2001
Bachelor of Science, Business Administration. Banking and Finance
BNY Mellon March 2015 - Present
Club Z! In-Home Tutoring May 2009 - Present
MVP Sports Bar June 2006 - July 2008
Sinerconsult, C.A February 2003 - June 2005
EXORA CC Consultores, C.A. May 2001 - February 2003
Capital Multiple 59, C.A June 2000 - August 2000
Skills
Business Development, Program Management, Team Leadership, Staff Development, Training, Customer Service, Microsoft Office, Public Speaking, Recruiting, Project Management
Education
Florida International University 2014 — 2015
Master of Business Administration (M.B.A.), Corporate MBA
Universidad Metropolitana (VE) 2001 — 2002
Specialization, Marketing and Negotiation
Universidad Metropolitana (VE) 1996 — 2001
Bachelor of Science, Business Administration. Banking and Finance
Stephen LaForte Stephen LaForte's BNY Mellon Experience March 2007 - Present
Job Senior Director of Portfolio Management at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon March 2007 - Present
Northern Trust March 2004 - March 2007
Skills
Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fixed Income, Asset Managment, Hedge Funds, Bloomberg, Bonds, Investment Strategies, Investment Management, Investments, Private Banking, High Net Worth..., Strategic Financial..., Financial Analysis, Loans, Retirement, Banking, Financial Services, Wealth Management..., Investment Advisory, Trading, Financial Markets, Retirement Planning, Wealth, Relationship Management, Trust Services, ETFs, Institutional..., Financial Advisory, Portfolio Optimization, Tactical Asset..., Fixed Income Analysis, Credit Analysis, Emerging Markets, Estate Planning, Finance, Hedging, High Yield, Fixed Income Portfolio..., Securities, Series 7, Capital Markets, FX Options, Asset Management, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Honor society top 20% of class
Florida Atlantic University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon March 2007 - Present
Northern Trust March 2004 - March 2007
Skills
Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fixed Income, Asset Managment, Hedge Funds, Bloomberg, Bonds, Investment Strategies, Investment Management, Investments, Private Banking, High Net Worth..., Strategic Financial..., Financial Analysis, Loans, Retirement, Banking, Financial Services, Wealth Management..., Investment Advisory, Trading, Financial Markets, Retirement Planning, Wealth, Relationship Management, Trust Services, ETFs, Institutional..., Financial Advisory, Portfolio Optimization, Tactical Asset..., Fixed Income Analysis, Credit Analysis, Emerging Markets, Estate Planning, Finance, Hedging, High Yield, Fixed Income Portfolio..., Securities, Series 7, Capital Markets, FX Options, Asset Management, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Honor society top 20% of class
Florida Atlantic University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Ashley Warren (Johnson)'s BNY Mellon Experience September 2012 - February 2014
Job Healthcare Financial Management/Informatics
Industry Accounting
Experience
HCA August 2014 - Present
Self Employed Accounting Contractor February 2014 - August 2014
BNY Mellon September 2012 - February 2014
First American Financial Corporation May 2010 - June 2012
Grayson Accounting and Consulting PA August 2006 - June 2009
First Federal Savings Bank June 2002 - August 2004
Skills
Accounts Payable, Bookkeeping, Financial Reporting, Accounting, Auditing, Access, Microsoft Office, Microsoft Excel, Payroll, Invoice Processing, Training, Bank Reconciliation, Data Entry, QuickBooks, Outlook, Oracle Applications, Excel, Organizing, Payroll Processing, Payroll Taxes, Tax Preparation, Staff Training, Claims, Vendor Management, EFT, Alternative Investments, Account Reconciliation, Tax, Accruals, PowerPoint, Financial Statements, Small Business, Pivot Tables, Oracle, Variance Analysis, Internal Audit, General Ledger, Data Analysis, Internal Controls, Process Improvement, Budgets, Healthcare Industry
Education
Kaplan University 2015 — 2017
Master's Degree, Health Informatics
Flagler College 2008 — 2010
BS, Accounting
Tallahassee Community College 2004 — 2007
AS, Business Administration
HCA August 2014 - Present
Self Employed Accounting Contractor February 2014 - August 2014
BNY Mellon September 2012 - February 2014
First American Financial Corporation May 2010 - June 2012
Grayson Accounting and Consulting PA August 2006 - June 2009
First Federal Savings Bank June 2002 - August 2004
Skills
Accounts Payable, Bookkeeping, Financial Reporting, Accounting, Auditing, Access, Microsoft Office, Microsoft Excel, Payroll, Invoice Processing, Training, Bank Reconciliation, Data Entry, QuickBooks, Outlook, Oracle Applications, Excel, Organizing, Payroll Processing, Payroll Taxes, Tax Preparation, Staff Training, Claims, Vendor Management, EFT, Alternative Investments, Account Reconciliation, Tax, Accruals, PowerPoint, Financial Statements, Small Business, Pivot Tables, Oracle, Variance Analysis, Internal Audit, General Ledger, Data Analysis, Internal Controls, Process Improvement, Budgets, Healthcare Industry
Education
Kaplan University 2015 — 2017
Master's Degree, Health Informatics
Flagler College 2008 — 2010
BS, Accounting
Tallahassee Community College 2004 — 2007
AS, Business Administration
Dina Bridy Dina Bridy's BNY Mellon Experience January 2006 - December 2011
Job Certified AntiMoney Laundering Officer and Financial Professional
Industry Financial Services
Experience
Avalon Advisors, LLC February 2014 - Present
Bank of New York Mellon January 2012 - February 2014
BNY Mellon January 2006 - December 2011
China Study Abroad Internship Program May 2005 - July 2005
Skills
Fund Accounting, Risk Management, Alternative Investments, Wealth Management, Corporate Actions, Financial Modeling, Fund Administration, Global Custody, Investment Banking, Business Analysis, Valuation, Bonds, Credit, Middle Office, Languages, Financial Reporting
Education
Florida International University 2011 — 2012
AML Certification, International Business/Trade/Commerce
University of St. Thomas (TX) 2005 — 2007
Master's degree, International Business
University of Houston-Downtown 2004 — 2005
Bachelor's degree, International Business
Avalon Advisors, LLC February 2014 - Present
Bank of New York Mellon January 2012 - February 2014
BNY Mellon January 2006 - December 2011
China Study Abroad Internship Program May 2005 - July 2005
Skills
Fund Accounting, Risk Management, Alternative Investments, Wealth Management, Corporate Actions, Financial Modeling, Fund Administration, Global Custody, Investment Banking, Business Analysis, Valuation, Bonds, Credit, Middle Office, Languages, Financial Reporting
Education
Florida International University 2011 — 2012
AML Certification, International Business/Trade/Commerce
University of St. Thomas (TX) 2005 — 2007
Master's degree, International Business
University of Houston-Downtown 2004 — 2005
Bachelor's degree, International Business
Judi Dionne's BNY Mellon Experience January 2014 - Present
Job
Industry Executive Office
Experience
BNY Mellon January 2014 - Present
Election Commission, City of Worcester, MA March 2011 - Present
Kohl's Department Stores August 2011 - March 2015
Allegro MicroSystems, Inc. December 2012 - April 2013
Avon February 2011 - February 2013
St. Vincent's Hospital August 2011 - October 2011
Richard R. Erricola Co. Inc. February 1991 - August 2010
UMass Memorial Medical Center April 2007 - July 2010
Burlington Coat Factory May 2006 - March 2007
Insurance Recovery Group August 2006 - December 2006
Skills
Insurance, Bankruptcy, Customer Service, Administration, Research, Legal Documentation, Supervisory Skills, Administrative Support, Non-profits, Process Improvement, Fundraising, Training, Microsoft Excel, Human Resources, Microsoft Word, Event Planning, Microsoft Office, Data Entry, Analysis, Public Speaking, Documentations, Invoicing, Administrative..., Time Management, Payroll, Office Management, Team Building, Event Management, PowerPoint, Sales, Management, Leadership Development, Recruiting, System Administration, Public Relations, Negotiation, Audio Editing, Audio Recording, Video Editing, Television, Script Editing, script writing, marketing, Social Media Marketing, Windows, Macintosh Applications, Strategic Planning, Outlook, Social Media, Oracle Applications
Education
Fitchburg State College 1986 — 1990
Bachelor of Science, Communications/Media
BNY Mellon January 2014 - Present
Election Commission, City of Worcester, MA March 2011 - Present
Kohl's Department Stores August 2011 - March 2015
Allegro MicroSystems, Inc. December 2012 - April 2013
Avon February 2011 - February 2013
St. Vincent's Hospital August 2011 - October 2011
Richard R. Erricola Co. Inc. February 1991 - August 2010
UMass Memorial Medical Center April 2007 - July 2010
Burlington Coat Factory May 2006 - March 2007
Insurance Recovery Group August 2006 - December 2006
Skills
Insurance, Bankruptcy, Customer Service, Administration, Research, Legal Documentation, Supervisory Skills, Administrative Support, Non-profits, Process Improvement, Fundraising, Training, Microsoft Excel, Human Resources, Microsoft Word, Event Planning, Microsoft Office, Data Entry, Analysis, Public Speaking, Documentations, Invoicing, Administrative..., Time Management, Payroll, Office Management, Team Building, Event Management, PowerPoint, Sales, Management, Leadership Development, Recruiting, System Administration, Public Relations, Negotiation, Audio Editing, Audio Recording, Video Editing, Television, Script Editing, script writing, marketing, Social Media Marketing, Windows, Macintosh Applications, Strategic Planning, Outlook, Social Media, Oracle Applications
Education
Fitchburg State College 1986 — 1990
Bachelor of Science, Communications/Media
Maureen Schlegel Maureen Schlegel's BNY Mellon Experience March 2005 - December 2008
Job Realtor, Century 21 Advance Realty
Industry Real Estate
Experience
Century 21 Advance Realty September 2006 - Present
BNY Mellon March 2005 - December 2008
BNY Mellon December 2000 - March 2005
RE/MAX January 1998 - December 2001
BNY Mellon September 1998 - December 2000
BNY Mellon October 1996 - September 1998
Century 21 September 1997 - January 1998
BNY Mellon October 1995 - October 1996
Skills
Time Management, Contract Negotiation, Advertising, Business Management, Customer Relations, Team Leadership, Real Estate, Residential Listings, Condominium Sales, Multi-family, Foreclosure Properties, REO, Short Sales, Home Staging, Referral Generation, Professional Networking, Sellers, Investment Properties, Condos, Single Family Homes
Education
Salem State College
Bachelor of Science, Business and Education
Fitchburg State College
Business Administration and Management, General
Katharine Gibbs School
Certificate, Administrative Assistant and Secretarial Science, General
Century 21 Advance Realty September 2006 - Present
BNY Mellon March 2005 - December 2008
BNY Mellon December 2000 - March 2005
RE/MAX January 1998 - December 2001
BNY Mellon September 1998 - December 2000
BNY Mellon October 1996 - September 1998
Century 21 September 1997 - January 1998
BNY Mellon October 1995 - October 1996
Skills
Time Management, Contract Negotiation, Advertising, Business Management, Customer Relations, Team Leadership, Real Estate, Residential Listings, Condominium Sales, Multi-family, Foreclosure Properties, REO, Short Sales, Home Staging, Referral Generation, Professional Networking, Sellers, Investment Properties, Condos, Single Family Homes
Education
Salem State College
Bachelor of Science, Business and Education
Fitchburg State College
Business Administration and Management, General
Katharine Gibbs School
Certificate, Administrative Assistant and Secretarial Science, General
Lara Ingram Lara Ingram's BNY Mellon Experience June 2012 - August 2015
Job Education Consultant, Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2015 - Present
BNY Mellon June 2012 - August 2015
BNY Mellon April 2011 - May 2012
Quality Service Group 2007 - 2011
Skills
Wealth Management..., Relationship Management, Bilingual-English/Spanis..., Client Development, Client Relations Skills, Trust Management, Strategic Financial..., Investment Management, Account Management, Asset Allocation, Portfolio Management, Marketing, Communication, Event Planning, Corporate Events
Education
Florida Atlantic University
Bachelor of Art (BA), Mass Communication/Media Studies
Florida Atlantic University
Bachelor of Science (BS), Political Science and Government
Pershing, a BNY Mellon company April 2015 - Present
BNY Mellon June 2012 - August 2015
BNY Mellon April 2011 - May 2012
Quality Service Group 2007 - 2011
Skills
Wealth Management..., Relationship Management, Bilingual-English/Spanis..., Client Development, Client Relations Skills, Trust Management, Strategic Financial..., Investment Management, Account Management, Asset Allocation, Portfolio Management, Marketing, Communication, Event Planning, Corporate Events
Education
Florida Atlantic University
Bachelor of Art (BA), Mass Communication/Media Studies
Florida Atlantic University
Bachelor of Science (BS), Political Science and Government
Deborah Lamb's BNY Mellon Experience August 1998 - Present
Job CFM Unit Manager at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon August 1998 - Present
Merrill Lynch November 1997 - August 1998
Barnett Bank Of Jacksonville July 1991 - November 1997
Publix Super Markets 1990 - 1992
Jax Navy Credit Union August 1988 - 1990
Skills
Portfolio Management, Risk Management, Banking, Financial Services, Asset Management, Financial Risk, Securities, Mutual Funds, Management, Investments, Customer Service
Education
Florida State College at Jacksonville
Accounting and Finance
BNY Mellon August 1998 - Present
Merrill Lynch November 1997 - August 1998
Barnett Bank Of Jacksonville July 1991 - November 1997
Publix Super Markets 1990 - 1992
Jax Navy Credit Union August 1988 - 1990
Skills
Portfolio Management, Risk Management, Banking, Financial Services, Asset Management, Financial Risk, Securities, Mutual Funds, Management, Investments, Customer Service
Education
Florida State College at Jacksonville
Accounting and Finance
Maria Maria Rincon Maria Maria Rincon's BNY Mellon Experience May 2013 - December 2013
Job Senior Portfolio Analyst at BNY Mellon Wealth Management
Industry Higher Education
Experience
BNY Mellon Wealth Management January 2015 - Present
Hope for Kasai December 2010 - Present
BNY Mellon Wealth Management January 2014 - January 2015
BNY Mellon May 2013 - December 2013
Florida International University July 2011 - February 2013
Executive National Bank March 2011 - August 2011
Preferred Accounting Services January 2010 - January 2011
Bead Me Inc. January 2006 - December 2010
Skills
Peachtree, QuickBooks, Outlook, Microsoft Office, Photoshop, Illustrator, OnBase, ImageNow, Astra, PeopleSoft, Customer Service, Analysis, Spanish, Recruiting, Higher Education, Fundraising, Management, Account Reconciliation
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.5
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), International Business, 3.5
BNY Mellon Wealth Management January 2015 - Present
Hope for Kasai December 2010 - Present
BNY Mellon Wealth Management January 2014 - January 2015
BNY Mellon May 2013 - December 2013
Florida International University July 2011 - February 2013
Executive National Bank March 2011 - August 2011
Preferred Accounting Services January 2010 - January 2011
Bead Me Inc. January 2006 - December 2010
Skills
Peachtree, QuickBooks, Outlook, Microsoft Office, Photoshop, Illustrator, OnBase, ImageNow, Astra, PeopleSoft, Customer Service, Analysis, Spanish, Recruiting, Higher Education, Fundraising, Management, Account Reconciliation
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.5
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), International Business, 3.5
Andrew Fry Andrew Fry's BNY Mellon Experience April 2013 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon April 2013 - April 2015
State Street August 2012 - October 2012
State Street November 2004 - July 2012
State Street May 1998 - November 2004
Chase Manhattan Bank August 1997 - May 1998
Chase Manhattan Bank August 1994 - August 1997
Chase Manhattan Bank July 1992 - August 1994
Chase Manhattan Bank November 1990 - July 1992
Skills
Investments, Financial Services, Mutual Funds, Investment Management, Portfolio Management, Banking, Asset Managment, Fund Accounting, Securities, Mergers, Equities, Asset Management, Alternative Investments, Hedge Funds, Mergers & Acquisitions, ETFs, Global Custody, Management, Due Diligence
Education
Fordham Gabelli School of Business 1988 — 1990
Master of Business Administration (MBA), Investments and Securities
St. Bonaventure University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon April 2013 - April 2015
State Street August 2012 - October 2012
State Street November 2004 - July 2012
State Street May 1998 - November 2004
Chase Manhattan Bank August 1997 - May 1998
Chase Manhattan Bank August 1994 - August 1997
Chase Manhattan Bank July 1992 - August 1994
Chase Manhattan Bank November 1990 - July 1992
Skills
Investments, Financial Services, Mutual Funds, Investment Management, Portfolio Management, Banking, Asset Managment, Fund Accounting, Securities, Mergers, Equities, Asset Management, Alternative Investments, Hedge Funds, Mergers & Acquisitions, ETFs, Global Custody, Management, Due Diligence
Education
Fordham Gabelli School of Business 1988 — 1990
Master of Business Administration (MBA), Investments and Securities
St. Bonaventure University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Paul Houston Paige's BNY Mellon Experience June 2009 - August 2009
Job Category AnalystMDO at Nestlé Purina North America
Industry Management Consulting
Experience
Nestlé Purina North America April 2014 - Present
Nestlé Purina North America May 2013 - April 2014
U.S. Bank May 2012 - March 2013
U.S. Bank August 2010 - May 2012
BNY Mellon June 2009 - August 2009
NJTL May 2008 - August 2008
Greenwood Financial Services May 2008 - August 2008
Skills
Banking, Customer Service, Financial Analysis, Excel, Time Management, Customer Relations, PowerPoint, Word, Account Management, Risk Management, Problem Solving, Compliance, Coaching, Team Leadership, Asset Management
Education
Florida A&M University 2005 — 2009
Bachelor of Science, Business Administration with a concentration in Finance
Nestlé Purina North America April 2014 - Present
Nestlé Purina North America May 2013 - April 2014
U.S. Bank May 2012 - March 2013
U.S. Bank August 2010 - May 2012
BNY Mellon June 2009 - August 2009
NJTL May 2008 - August 2008
Greenwood Financial Services May 2008 - August 2008
Skills
Banking, Customer Service, Financial Analysis, Excel, Time Management, Customer Relations, PowerPoint, Word, Account Management, Risk Management, Problem Solving, Compliance, Coaching, Team Leadership, Asset Management
Education
Florida A&M University 2005 — 2009
Bachelor of Science, Business Administration with a concentration in Finance
Joseph DeLaRosa, MBA Joseph DeLaRosa, MBA's BNY Mellon Experience July 2013 - October 2014
Job Business Analyst at Fiserv
Industry Computer Software
Experience
Fiserv October 2014 - Present
BNY Mellon July 2013 - October 2014
Charles Schwab September 2011 - July 2013
Fidelity Investments July 2007 - August 2011
Wells Fargo Home Mortgage June 2005 - June 2007
PHH Mortgage April 2003 - May 2005
Merrill Lynch April 2002 - April 2003
Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2009 — 2010
Masters, MBA
Florida State University - College of Business 2000 — 2002
Bachelors, Management Information Systems
Fiserv October 2014 - Present
BNY Mellon July 2013 - October 2014
Charles Schwab September 2011 - July 2013
Fidelity Investments July 2007 - August 2011
Wells Fargo Home Mortgage June 2005 - June 2007
PHH Mortgage April 2003 - May 2005
Merrill Lynch April 2002 - April 2003
Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2009 — 2010
Masters, MBA
Florida State University - College of Business 2000 — 2002
Bachelors, Management Information Systems
Stephen Dumas's BNY Mellon Experience December 2013 - Present
Job Sr. Operations Analyst at BNY Mellon
Industry Accounting
Experience
BNY Mellon December 2013 - Present
BNY Mellon April 2012 - December 2013
Fitchburg State University September 2008 - December 2011
Skills
Microsoft Excel, Adobe Acrobat, Organizational Charts, MS Excel Pivot Tables, Vlookup, Workbench, Analysis, PowerPoint, Process Improvement
Education
Fitchburg State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
BNY Mellon December 2013 - Present
BNY Mellon April 2012 - December 2013
Fitchburg State University September 2008 - December 2011
Skills
Microsoft Excel, Adobe Acrobat, Organizational Charts, MS Excel Pivot Tables, Vlookup, Workbench, Analysis, PowerPoint, Process Improvement
Education
Fitchburg State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Jon Bristow, CFA Jon Bristow, CFA's BNY Mellon Experience November 2013 - Present
Job As a Senior Portfolio Officer, Jon Bristow manages the largest and most complex accounts at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2013 - Present
Bernstein Global Wealth Management February 2009 - June 2013
Bernstein Global Wealth Management December 2004 - January 2009
Citibank 2002 - 2004
Education
Florida Atlantic University 2003 — 2004
MBA, Finance
Wingate University 1995 — 1999
BS, Business/Mathematics
BNY Mellon November 2013 - Present
Bernstein Global Wealth Management February 2009 - June 2013
Bernstein Global Wealth Management December 2004 - January 2009
Citibank 2002 - 2004
Education
Florida Atlantic University 2003 — 2004
MBA, Finance
Wingate University 1995 — 1999
BS, Business/Mathematics
Krystal Murphy Krystal Murphy's BNY Mellon Experience July 2012 - November 2013
Job
Industry Law Practice
Experience
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
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
Jody Evans-Thimm Jody Evans-Thimm's BNY Mellon Experience December 2006 - Present
Job Assistant Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2006 - Present
Hanlon Investment Services August 2006 - November 2006
Bisys Fund Services, Inc. December 2003 - August 2006
BBA Aviation Shared Services/Signature Flight Support June 1999 - November 2003
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Accounting, Financial Analysis, Financial Statements, General Ledger, Accruals, Financial Accounting, Auditing, Cash Management, Financial Modeling, Mutual Funds, Accounts Payable, Equities, Process Improvement
Education
Strayer University 2009 — 2013
Masters of Accounting, Accounting Information Systems
Florida Southern College 2000 — 2003
Bachelor's of Science, Business Administration; Finance
Manatee Community College 1998 — 1999
Associate of Arts, Business Administration/Management
BNY Mellon December 2006 - Present
Hanlon Investment Services August 2006 - November 2006
Bisys Fund Services, Inc. December 2003 - August 2006
BBA Aviation Shared Services/Signature Flight Support June 1999 - November 2003
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Accounting, Financial Analysis, Financial Statements, General Ledger, Accruals, Financial Accounting, Auditing, Cash Management, Financial Modeling, Mutual Funds, Accounts Payable, Equities, Process Improvement
Education
Strayer University 2009 — 2013
Masters of Accounting, Accounting Information Systems
Florida Southern College 2000 — 2003
Bachelor's of Science, Business Administration; Finance
Manatee Community College 1998 — 1999
Associate of Arts, Business Administration/Management
David Zabon David Zabon's BNY Mellon Experience July 2011 - Present
Job Sr. SOX Compliance and Controls Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2011 - Present
Sunera LLC October 2007 - December 2010
EDS, an HP Company January 2001 - October 2005
Skills
SOX, Compliance, COSO, Internal Audit, Compliance Audits, Corporate Governance, GAAP, Risk, Auditing, Internal Controls, Accounting, IT Audit, Financial Risk, Sarbanes-Oxley Act, CISA, COSO Framework, Enterprise Risk...
Education
Florida Atlantic University 2007 — 2010
BAA, Accounting
Florida Atlantic University 2005 — 2007
MBA, Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, MIS
BNY Mellon July 2011 - Present
Sunera LLC October 2007 - December 2010
EDS, an HP Company January 2001 - October 2005
Skills
SOX, Compliance, COSO, Internal Audit, Compliance Audits, Corporate Governance, GAAP, Risk, Auditing, Internal Controls, Accounting, IT Audit, Financial Risk, Sarbanes-Oxley Act, CISA, COSO Framework, Enterprise Risk...
Education
Florida Atlantic University 2007 — 2010
BAA, Accounting
Florida Atlantic University 2005 — 2007
MBA, Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, MIS
Ryan Losego's BNY Mellon Experience March 2008 - October 2012
Job Business Development at Axioma
Industry Financial Services
Experience
Aximoa 2015 - Present
Pershing, a BNY Mellon company October 2012 - July 2015
BNY Mellon March 2008 - October 2012
Rollins College January 2011 - April 2011
Bank of New York Mellon March 2006 - March 2008
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Fixed Income, Equities, Hedge Funds, Bloomberg Terminal, Fund Accounting, Securities, Corporate Actions
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management
University of Central Florida 2003 — 2005
Bachelor’s Degree, Finance
Florida International University 2002 — 2003
Associate’s Degree
Aximoa 2015 - Present
Pershing, a BNY Mellon company October 2012 - July 2015
BNY Mellon March 2008 - October 2012
Rollins College January 2011 - April 2011
Bank of New York Mellon March 2006 - March 2008
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Fixed Income, Equities, Hedge Funds, Bloomberg Terminal, Fund Accounting, Securities, Corporate Actions
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management
University of Central Florida 2003 — 2005
Bachelor’s Degree, Finance
Florida International University 2002 — 2003
Associate’s Degree
David Gentilella's BNY Mellon Experience February 2011 - Present
Job CoFounder at SwapFu.com
Industry Internet
Experience
SwapFu.com 2011 - Present
BNY Mellon February 2011 - Present
East Coast Financial Solutions August 2010 - January 2011
Skills
Trading, Marketing, Technical Analysis, Equities, Alternative Investments, Management, Investments, Derivatives, Sales, Customer Service, Trading Systems, Options, Hedge Funds, Commodity, Financial Markets, Strategy, Electronic Trading, Securities, Bloomberg, Asset Management, Analysis, Currency, Bonds, Equity Trading, Entrepreneurship, FX Options, FX trading, Financial Risk, Fixed Income, Foreign Exchange, Investment Banking, Marketing Strategy, Mutual Funds, Portfolio Management, Proprietary Trading, Trading Strategies, Finance
Education
Florida State University 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
SwapFu.com 2011 - Present
BNY Mellon February 2011 - Present
East Coast Financial Solutions August 2010 - January 2011
Skills
Trading, Marketing, Technical Analysis, Equities, Alternative Investments, Management, Investments, Derivatives, Sales, Customer Service, Trading Systems, Options, Hedge Funds, Commodity, Financial Markets, Strategy, Electronic Trading, Securities, Bloomberg, Asset Management, Analysis, Currency, Bonds, Equity Trading, Entrepreneurship, FX Options, FX trading, Financial Risk, Fixed Income, Foreign Exchange, Investment Banking, Marketing Strategy, Mutual Funds, Portfolio Management, Proprietary Trading, Trading Strategies, Finance
Education
Florida State University 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
Calvin Paquette's BNY Mellon Experience March 2013 - May 2014
Job Real Estate Analyst at Equinox
Industry Real Estate
Experience
Equinox May 2014 - Present
BNY Mellon March 2013 - May 2014
Summer Street Advisors, LLC November 2012 - February 2013
Northwestern Mutual December 2011 - June 2012
NLS-Eco Management December 2010 - November 2011
Skills
Microsoft Office, Risk Management, Leadership, Strategic Planning, Marketing, Due Diligence, Financial Analysis, Real Estate, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Analysis, Banking, Investments, Finance, Market Research, Business Strategy, Business Development, Strategy, Forecasting, Financial Modeling
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Financial Risk Management, 3.8/4.0
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Equinox May 2014 - Present
BNY Mellon March 2013 - May 2014
Summer Street Advisors, LLC November 2012 - February 2013
Northwestern Mutual December 2011 - June 2012
NLS-Eco Management December 2010 - November 2011
Skills
Microsoft Office, Risk Management, Leadership, Strategic Planning, Marketing, Due Diligence, Financial Analysis, Real Estate, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Analysis, Banking, Investments, Finance, Market Research, Business Strategy, Business Development, Strategy, Forecasting, Financial Modeling
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Financial Risk Management, 3.8/4.0
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Kevin Pham's BNY Mellon Experience June 2011 - August 2011
Job Operations Specialist
Industry Consumer Services
Experience
Magic, Inc March 2015 - Present
Turritopsis Capital Management, LLC June 2014 - March 2015
Patak Trading Partners, LLC February 2013 - April 2014
Pershing LLC, A Bank of New York Mellon Company September 2012 - January 2013
BNY Mellon June 2011 - August 2011
Skills
Electronic Trading, Technical Analysis, VBA, Statistical Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Visual Studio, Project Management, Quantitative Investing
Education
University of Central Florida 2010 — 2012
Bachelor of Arts, Economics, Statistics
Florida Atlantic University 2008 — 2010
Magic, Inc March 2015 - Present
Turritopsis Capital Management, LLC June 2014 - March 2015
Patak Trading Partners, LLC February 2013 - April 2014
Pershing LLC, A Bank of New York Mellon Company September 2012 - January 2013
BNY Mellon June 2011 - August 2011
Skills
Electronic Trading, Technical Analysis, VBA, Statistical Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Visual Studio, Project Management, Quantitative Investing
Education
University of Central Florida 2010 — 2012
Bachelor of Arts, Economics, Statistics
Florida Atlantic University 2008 — 2010
David Trubnikov's BNY Mellon Experience September 2013 - May 2014
Job Operational Director
Industry Financial Services
Experience
Watch The Pool May 2015 - Present
Platform Specialty Products March 2015 - May 2015
VMS, Inc May 2013 - March 2015
American Stock Transfer & Trust Company, LLC June 2014 - October 2014
BNY Mellon September 2013 - May 2014
VMS, Inc May 2013 - September 2013
Life Time - The Healthy Way of Life Company March 2012 - September 2013
Miami Dolphins & Sun Life Stadium 2012 - 2012
Skills
Interpersonal Skills, Vendor Management, Financial Analysis, Microsoft Excel, Market Research, Public Speaking, Management, Financial Reporting, Data Analysis, Microsoft Office, Time Management, PowerPoint, Critical Thinking, Customer Service, Business Analysis, Social Networking, Microsoft Word, Marketing, Quantitative Analytics, Outlook, QuickBooks, Project Management, Program Management, Business Planning, Leadership, Problem Solving, Business Development
Education
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Development
Iowa Western 2007 — 2009
Associate of Science (AS), Mathematics
Watch The Pool May 2015 - Present
Platform Specialty Products March 2015 - May 2015
VMS, Inc May 2013 - March 2015
American Stock Transfer & Trust Company, LLC June 2014 - October 2014
BNY Mellon September 2013 - May 2014
VMS, Inc May 2013 - September 2013
Life Time - The Healthy Way of Life Company March 2012 - September 2013
Miami Dolphins & Sun Life Stadium 2012 - 2012
Skills
Interpersonal Skills, Vendor Management, Financial Analysis, Microsoft Excel, Market Research, Public Speaking, Management, Financial Reporting, Data Analysis, Microsoft Office, Time Management, PowerPoint, Critical Thinking, Customer Service, Business Analysis, Social Networking, Microsoft Word, Marketing, Quantitative Analytics, Outlook, QuickBooks, Project Management, Program Management, Business Planning, Leadership, Problem Solving, Business Development
Education
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Development
Iowa Western 2007 — 2009
Associate of Science (AS), Mathematics
Saad Oosman, CPM's BNY Mellon Experience May 2006 - April 2008
Job Payments & Risk Technology at Facebook
Industry Information Technology and Services
Experience
Facebook - Payments and Risk Technology November 2014 - Present
SunTrust Bank - Enterprise Technology & Engineering Services November 2013 - October 2014
Bank of America - Global Consumer Segments Finance July 2010 - October 2013
Bank of America - Banking Center Channel Finance June 2009 - July 2010
Bank of America - National Customer Experience Finance June 2008 - June 2009
BNY Mellon May 2006 - April 2008
Internal Revenue Service December 2003 - April 2006
Skills
Financial Analysis, Risk Management, Project Management, Corporate Finance, Business Process, Technology Integration, Banking, Financial Reporting, Essbase, Analysis, Strategic Financial..., Managerial Finance, Forecasting, Internal Audit, Business Intelligence, SQL, Portfolio Management, Financial Forecasting, Document Management, Technical Documentation, Data Analysis, IT Solutions, Process Improvement, SDLC, Financial Risk, Accounting, Risk Based Testing, Database Administration, IT Project & Program..., Six Sigma, Financial Planning
Education
Florida International University - College of Business Administration 2002 — 2007
Bachelor of Business Administration, Finance, Banking
Facebook - Payments and Risk Technology November 2014 - Present
SunTrust Bank - Enterprise Technology & Engineering Services November 2013 - October 2014
Bank of America - Global Consumer Segments Finance July 2010 - October 2013
Bank of America - Banking Center Channel Finance June 2009 - July 2010
Bank of America - National Customer Experience Finance June 2008 - June 2009
BNY Mellon May 2006 - April 2008
Internal Revenue Service December 2003 - April 2006
Skills
Financial Analysis, Risk Management, Project Management, Corporate Finance, Business Process, Technology Integration, Banking, Financial Reporting, Essbase, Analysis, Strategic Financial..., Managerial Finance, Forecasting, Internal Audit, Business Intelligence, SQL, Portfolio Management, Financial Forecasting, Document Management, Technical Documentation, Data Analysis, IT Solutions, Process Improvement, SDLC, Financial Risk, Accounting, Risk Based Testing, Database Administration, IT Project & Program..., Six Sigma, Financial Planning
Education
Florida International University - College of Business Administration 2002 — 2007
Bachelor of Business Administration, Finance, Banking
Sean O'Halloran, AWMA®'s BNY Mellon Experience 2002 - 2005
Job Senior Wealth Manager at Meg Green & Associates
Industry Financial Services
Experience
Meg Green & Associates May 2005 - Present
BNY Mellon 2002 - 2005
Washington Mutual Bank Finanical Services 2000 - 2002
Prudential Securities 1998 - 2000
OLDE, Private Brokerage 1996 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Management..., Portfolio Management, Investments, Series 63, Investment Strategies, Asset Management, Retirement Planning, Risk Management, Financial Planners, Estate Planning, Multi-Generational..., Tax Planning
Education
Florida State University
Bachelor of Science, Finance
Saint John Paul II Academy
High School Diploma
Meg Green & Associates May 2005 - Present
BNY Mellon 2002 - 2005
Washington Mutual Bank Finanical Services 2000 - 2002
Prudential Securities 1998 - 2000
OLDE, Private Brokerage 1996 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Management..., Portfolio Management, Investments, Series 63, Investment Strategies, Asset Management, Retirement Planning, Risk Management, Financial Planners, Estate Planning, Multi-Generational..., Tax Planning
Education
Florida State University
Bachelor of Science, Finance
Saint John Paul II Academy
High School Diploma
Erica Logan Erica Logan's BNY Mellon Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Skills
Retirement Planning, Equities, Mutual Funds, Wealth Management, Investments, Financial Services, Securities, Banking
Education
Florida State College at Jacksonville 2012 — 2016
Bachelor of Technology (BTech), Information Technology
Florida State College at Jacksonville 2012 — 2013
Associate of Arts (AA)
BNY Mellon July 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Skills
Retirement Planning, Equities, Mutual Funds, Wealth Management, Investments, Financial Services, Securities, Banking
Education
Florida State College at Jacksonville 2012 — 2016
Bachelor of Technology (BTech), Information Technology
Florida State College at Jacksonville 2012 — 2013
Associate of Arts (AA)
Shane Pond's BNY Mellon Experience March 2015 - Present
Job Asset Servicing Professional
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
BNY Mellon 2014 - March 2015
BNY ConvergEx Execution Solutions, LLC 2013 - 2013
SunTrust/Wells Fargo 2010 - 2013
Skills
Finance, Financial Services, Mutual Funds, Accounting, Investment Advisory, Financial Analysis, Securities, Banking, Portfolio Management, Financial Planning, Financial Reporting, Bloomberg, Customer Service, Asset Management, Fund Accounting, Investments, Microsoft Excel, Loans, Credit, Fixed Income, PowerPoint, Derivatives, Budgets, Account Reconciliation, Fund Administration
Education
Florida State University - College of Business 2007 — 2010
Bachelor's Degree, Accounting and Finance, 3.75 GPA
BNY Mellon March 2015 - Present
BNY Mellon 2014 - March 2015
BNY ConvergEx Execution Solutions, LLC 2013 - 2013
SunTrust/Wells Fargo 2010 - 2013
Skills
Finance, Financial Services, Mutual Funds, Accounting, Investment Advisory, Financial Analysis, Securities, Banking, Portfolio Management, Financial Planning, Financial Reporting, Bloomberg, Customer Service, Asset Management, Fund Accounting, Investments, Microsoft Excel, Loans, Credit, Fixed Income, PowerPoint, Derivatives, Budgets, Account Reconciliation, Fund Administration
Education
Florida State University - College of Business 2007 — 2010
Bachelor's Degree, Accounting and Finance, 3.75 GPA
Cherish Nabil's BNY Mellon Experience November 2013 - Present
Job Marketing Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon June 2011 - November 2013
BNY Mellon September 2006 - June 2011
BNY Mellon September 2003 - September 2006
Skills
ExactTarget, Cvent, Sales, PowerPoint development, Marketing Strategy, Relationship Management, Social Networking, Financial Services, Project Management, Banking, Investments, Finance, Financial Analysis, Bonds, Marketing, Business Development, Credit, New Business Development, Microsoft Excel, Salesforce.com, Financial Markets, Alternative Investments, Account Management, Corporate Finance, Client Services, Graphic Design, Marketing Communications, Social Media Marketing, Photoshop, Dreamweaver, Thought Leadership, Global Marketing
Education
Flagler College 1998 — 2003
Bachelor's of Arts, Communications
Flagler College 1998 — 2003
Bachelor of Arts, Communication and Media Studies
BNY Mellon November 2013 - Present
BNY Mellon June 2011 - November 2013
BNY Mellon September 2006 - June 2011
BNY Mellon September 2003 - September 2006
Skills
ExactTarget, Cvent, Sales, PowerPoint development, Marketing Strategy, Relationship Management, Social Networking, Financial Services, Project Management, Banking, Investments, Finance, Financial Analysis, Bonds, Marketing, Business Development, Credit, New Business Development, Microsoft Excel, Salesforce.com, Financial Markets, Alternative Investments, Account Management, Corporate Finance, Client Services, Graphic Design, Marketing Communications, Social Media Marketing, Photoshop, Dreamweaver, Thought Leadership, Global Marketing
Education
Flagler College 1998 — 2003
Bachelor's of Arts, Communications
Flagler College 1998 — 2003
Bachelor of Arts, Communication and Media Studies
Haydee Muniz's BNY Mellon Experience April 2013 - July 2013
Job AccountantNotary Public
Industry Accounting
Experience
Austin Business Journal September 2015 - Present
Board of Elections in the City of New York April 2012 - November 2014
D.S.A. Tax and Bookkeeping January 2014 - May 2014
BNY Mellon April 2013 - July 2013
Internal Revenue Service November 2011 - April 2013
BNY Mellon November 2012 - March 2013
BNY Mellon July 2012 - October 2012
H&R Block September 2007 - January 2012
Gotham Yellow June 2008 - June 2009
Bronxwood Homecare September 2005 - July 2007
Skills
Excellent Accounting..., Tax knowledge, Microsoft Office, Windows XP, Internet, QuickBooks, Peachtree, Keyboard Skills, Learning Quickly, Organizational..., Tax Preparation, Analysis, Bank Reconciliation, Financial Statements, Invoicing, Bookkeeping, Payroll, Account Reconciliation, Accounts Receivable, Accounts Payable, US GAAP, Financial Reporting, Cash, Preparation, Payroll Taxes, Sales Tax, GAAP, Tax Accounting, Fixed Assets, General Ledger, Financial Accounting, Spreadsheets, Journal Entries, Microsoft Excel
Education
Florida Atlantic University 2014 — 2016
Master of Science (MS), Forensic Accounting
Monroe College 2003 — 2005
Bachelor's degree, Accounting
Technical Career Institutes 2001 — 2003
Associate's degree, Accounting
Christopher Columbus High School 1999 — 2002
High School Diploma
Austin Business Journal September 2015 - Present
Board of Elections in the City of New York April 2012 - November 2014
D.S.A. Tax and Bookkeeping January 2014 - May 2014
BNY Mellon April 2013 - July 2013
Internal Revenue Service November 2011 - April 2013
BNY Mellon November 2012 - March 2013
BNY Mellon July 2012 - October 2012
H&R Block September 2007 - January 2012
Gotham Yellow June 2008 - June 2009
Bronxwood Homecare September 2005 - July 2007
Skills
Excellent Accounting..., Tax knowledge, Microsoft Office, Windows XP, Internet, QuickBooks, Peachtree, Keyboard Skills, Learning Quickly, Organizational..., Tax Preparation, Analysis, Bank Reconciliation, Financial Statements, Invoicing, Bookkeeping, Payroll, Account Reconciliation, Accounts Receivable, Accounts Payable, US GAAP, Financial Reporting, Cash, Preparation, Payroll Taxes, Sales Tax, GAAP, Tax Accounting, Fixed Assets, General Ledger, Financial Accounting, Spreadsheets, Journal Entries, Microsoft Excel
Education
Florida Atlantic University 2014 — 2016
Master of Science (MS), Forensic Accounting
Monroe College 2003 — 2005
Bachelor's degree, Accounting
Technical Career Institutes 2001 — 2003
Associate's degree, Accounting
Christopher Columbus High School 1999 — 2002
High School Diploma
Jared Dubin Jared Dubin's BNY Mellon Experience September 2010 - July 2015
Job Senior Software Staff Engineer at Lockheed Martin
Industry Computer Software
Experience
Lockheed Martin July 2015 - Present
BNY Mellon September 2010 - July 2015
AAA February 2006 - September 2010
Xpoint Technologies Inc April 2003 - February 2006
CopperCom Inc May 2001 - April 2003
CopperCom May 2000 - May 2001
GE-Harris Railway Electronics May 1999 - May 2000
Skills
Java, XML, Java Enterprise Edition, Agile Methodologies, JavaScript, OOP, SDLC, Requirements Analysis, SQL, Unix, C++, C#, JSP, Scrum, Linux, Tomcat, HTML, CSS, jQuery, Maven, Gradle, Hudson, JUnit, Spring Framework, Relational Databases, AJAX, Hibernate, SOAP, REST, UML
Education
Florida Atlantic University 1996 — 1999
BS, Computer Science College of Engineering
Lockheed Martin July 2015 - Present
BNY Mellon September 2010 - July 2015
AAA February 2006 - September 2010
Xpoint Technologies Inc April 2003 - February 2006
CopperCom Inc May 2001 - April 2003
CopperCom May 2000 - May 2001
GE-Harris Railway Electronics May 1999 - May 2000
Skills
Java, XML, Java Enterprise Edition, Agile Methodologies, JavaScript, OOP, SDLC, Requirements Analysis, SQL, Unix, C++, C#, JSP, Scrum, Linux, Tomcat, HTML, CSS, jQuery, Maven, Gradle, Hudson, JUnit, Spring Framework, Relational Databases, AJAX, Hibernate, SOAP, REST, UML
Education
Florida Atlantic University 1996 — 1999
BS, Computer Science College of Engineering
Stephanie Pond's BNY Mellon Experience May 2014 - Present
Job ETF Trade Capture Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
Innovative Risk Solutions, Inc. December 2010 - December 2014
Skills
Customer Service, Financial Services, Microsoft Office, Microsoft Excel
Education
Florida State University 2008 — 2010
Nutrition and Food Science, Nutrition Sciences, A
BNY Mellon May 2014 - Present
Innovative Risk Solutions, Inc. December 2010 - December 2014
Skills
Customer Service, Financial Services, Microsoft Office, Microsoft Excel
Education
Florida State University 2008 — 2010
Nutrition and Food Science, Nutrition Sciences, A
Charlene Cai's BNY Mellon Experience June 2014 - Present
Job Digital Marketing Analyst
Industry Marketing and Advertising
Experience
BNY Mellon June 2014 - Present
FULLBEAUTY Brands January 2014 - May 2014
Freshpair September 2013 - December 2013
Ernst & Young September 2012 - February 2013
The Ohio State University Student Wellness Center December 2011 - June 2012
Skills
Web Analytics, Omniture, B2B Marketing, Multi-channel Marketing, Data Analysis, Social Media Marketing, Retail Marketing, WebTrends Analytics, Research, Marketing Strategy, CRM, SPSS, SQL, SAS, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree, Marketing Intelligence, 3.7 GPA
The Ohio State University 2009 — 2012
Bachelor's Degree, Family and Consumer Economics and Related Studies
BNY Mellon June 2014 - Present
FULLBEAUTY Brands January 2014 - May 2014
Freshpair September 2013 - December 2013
Ernst & Young September 2012 - February 2013
The Ohio State University Student Wellness Center December 2011 - June 2012
Skills
Web Analytics, Omniture, B2B Marketing, Multi-channel Marketing, Data Analysis, Social Media Marketing, Retail Marketing, WebTrends Analytics, Research, Marketing Strategy, CRM, SPSS, SQL, SAS, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree, Marketing Intelligence, 3.7 GPA
The Ohio State University 2009 — 2012
Bachelor's Degree, Family and Consumer Economics and Related Studies
Malvina Adams's BNY Mellon Experience December 2014 - Present
Job BUSINESS ANALYST / ADMINISTRATOR / OFFICE MANGER at Gesher Shalom
Industry Nonprofit Organization Management
Experience
BNY Mellon December 2014 - Present
Gesher Shalom April 2010 - Present
Walt Disney World August 2009 - October 2009
CuraScript August 2008 - February 2009
Disney August 2007 - August 2008
GLOBALOPTIONS GROUP December 2006 - May 2007
Health Authority, Inc. December 2005 - December 2006
HEALTH AUTHORITY December 2005 - November 2006
HEWITT March 2003 - November 2005
HEWITT March 2003 - November 2005
Skills
SDLC, SharePoint, Software Documentation, Visio, Business Process, Management, Business Analysis, Marketing, MS Project, Access, Testing, Operations Management, SQL, CRM, Requirements Analysis, Systems Analysis, Analysis, Information Technology, Vendor Management
Education
Florida Metropolitan University
BS; a Diploma, Computer Information Systems; C++/JAVA Programming
Florida Metropolitan University 1997 — 2003
Bachelor Computer Information Systems
Everest University
BS, Computer Information Systems
BNY Mellon December 2014 - Present
Gesher Shalom April 2010 - Present
Walt Disney World August 2009 - October 2009
CuraScript August 2008 - February 2009
Disney August 2007 - August 2008
GLOBALOPTIONS GROUP December 2006 - May 2007
Health Authority, Inc. December 2005 - December 2006
HEALTH AUTHORITY December 2005 - November 2006
HEWITT March 2003 - November 2005
HEWITT March 2003 - November 2005
Skills
SDLC, SharePoint, Software Documentation, Visio, Business Process, Management, Business Analysis, Marketing, MS Project, Access, Testing, Operations Management, SQL, CRM, Requirements Analysis, Systems Analysis, Analysis, Information Technology, Vendor Management
Education
Florida Metropolitan University
BS; a Diploma, Computer Information Systems; C++/JAVA Programming
Florida Metropolitan University 1997 — 2003
Bachelor Computer Information Systems
Everest University
BS, Computer Information Systems
Antonette El Baz Antonette El Baz's BNY Mellon Experience August 2008 - June 2012
Job Actor/Model
Industry Motion Pictures and Film
Experience
Antonette Marie August 2014 - Present
Mosaik Market 2012 - Present
El Baz Accounting, LLC May 2011 - June 2012
BNY Mellon August 2008 - June 2012
Simply Balanced Books 2007 - 2008
Starwood Vacation Ownership May 2007 - June 2007
State of Florida 2004 - 2007
Skills
Internal Controls, Auditing, Bookkeeping, Forecasting, Payroll, Microsoft Excel, Non-profits, GAAP, Financial Statements, Financial Reporting, Accounting, Cash Flow, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Outlook, QuickBooks, Access, Accounts Receivable, Finance, General Ledger, Accounts Payable
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Florida State University - College of Business 2003 — 2007
Accounting, Accounting
Antonette Marie August 2014 - Present
Mosaik Market 2012 - Present
El Baz Accounting, LLC May 2011 - June 2012
BNY Mellon August 2008 - June 2012
Simply Balanced Books 2007 - 2008
Starwood Vacation Ownership May 2007 - June 2007
State of Florida 2004 - 2007
Skills
Internal Controls, Auditing, Bookkeeping, Forecasting, Payroll, Microsoft Excel, Non-profits, GAAP, Financial Statements, Financial Reporting, Accounting, Cash Flow, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Outlook, QuickBooks, Access, Accounts Receivable, Finance, General Ledger, Accounts Payable
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
Florida State University - College of Business 2003 — 2007
Accounting, Accounting
Brenda Mendoza, MBA's BNY Mellon Experience July 2008 - September 2011
Job Senior Financial Analyst at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company October 2014 - Present
The Walt Disney Company August 2013 - October 2014
The Walt Disney Company April 2013 - August 2013
The Walt Disney Company September 2011 - August 2013
BNY Mellon July 2008 - September 2011
American General Finance July 2007 - July 2008
Florida State University October 2004 - May 2007
Skills
Financial Analysis, Investments, Finance, Financial Modeling, Accounting, Risk Management, Analysis, Account Reconciliation, Business Analysis, Cash Management, Financial Statements, Loans, Financial Reporting, Valuation, Strategic Financial..., Bloomberg, Budgets, Managerial Finance, Corporate Finance, Financial Accounting, Sarbanes-Oxley Act, Variance Analysis, Leadership, Forecasting, Microsoft Excel, Data Analysis, SAP, Analytics, PowerPoint, Bloomberg Terminal, Financial Planning, Internal Controls, US GAAP
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
Florida State University 2003 — 2007
Dual Bachelor Degree, Finance & Multinational Business Operations
The Walt Disney Company October 2014 - Present
The Walt Disney Company August 2013 - October 2014
The Walt Disney Company April 2013 - August 2013
The Walt Disney Company September 2011 - August 2013
BNY Mellon July 2008 - September 2011
American General Finance July 2007 - July 2008
Florida State University October 2004 - May 2007
Skills
Financial Analysis, Investments, Finance, Financial Modeling, Accounting, Risk Management, Analysis, Account Reconciliation, Business Analysis, Cash Management, Financial Statements, Loans, Financial Reporting, Valuation, Strategic Financial..., Bloomberg, Budgets, Managerial Finance, Corporate Finance, Financial Accounting, Sarbanes-Oxley Act, Variance Analysis, Leadership, Forecasting, Microsoft Excel, Data Analysis, SAP, Analytics, PowerPoint, Bloomberg Terminal, Financial Planning, Internal Controls, US GAAP
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
Florida State University 2003 — 2007
Dual Bachelor Degree, Finance & Multinational Business Operations
Ahmad Blair-Brown MDiv Ahmad Blair-Brown MDiv's BNY Mellon Experience October 2007 - August 2010
Job Experienced Counselor, Educator Finance Professional, and Mentor
Industry Education Management
Experience
West Sacramento Center for Spiritual Awareness December 2014 - December 2014
BaSix Knowledge Academy December 2013 - August 2014
Camp Bob June 2013 - July 2014
Interdenominational Theological Center August 2012 - May 2013
BNY Mellon October 2007 - August 2010
Fountainhead Baptist Church January 2007 - August 2010
Seminole County Public Schools July 2007 - September 2007
AT&T Wireless March 2007 - September 2007
Skills
Customer Service, Public Speaking, Data Entry, Teaching, PowerPoint, Leadership, Philosophy, Clerical Skills, Corporate Finance, Access, Self Help, Inventory Management
Education
Interdenominational Theological Center 2010 — 2014
Master's of Divinity, Psychology and Religion
Florida Agricultural and Mechanical University 2002 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
West Sacramento Center for Spiritual Awareness December 2014 - December 2014
BaSix Knowledge Academy December 2013 - August 2014
Camp Bob June 2013 - July 2014
Interdenominational Theological Center August 2012 - May 2013
BNY Mellon October 2007 - August 2010
Fountainhead Baptist Church January 2007 - August 2010
Seminole County Public Schools July 2007 - September 2007
AT&T Wireless March 2007 - September 2007
Skills
Customer Service, Public Speaking, Data Entry, Teaching, PowerPoint, Leadership, Philosophy, Clerical Skills, Corporate Finance, Access, Self Help, Inventory Management
Education
Interdenominational Theological Center 2010 — 2014
Master's of Divinity, Psychology and Religion
Florida Agricultural and Mechanical University 2002 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Andy LaFear's BNY Mellon Experience 1995 - 1998
Job VP Government and Institutional Banking at Regions Bank
Industry Banking
Experience
Regions Bank September 2013 - Present
Regions Bank 2006 - September 2013
Wells Fargo 2004 - 2006
SunTrust Bank 2002 - 2004
First Union National Bank 1998 - 2001
BNY Mellon 1995 - 1998
Skills
Banking, Commercial Banking, Credit, Loans, Securities, Bonds, Corporate Trust, Treasury Management, Business Development, Credit Analysis, Commercial Lending, Small Business Lending, Cash Management, New Business Development, Portfolio Management, Financial Analysis, Management, Investments
Education
University of North Florida 1997 — 2000
MBA, Finance
Florida State University 1991 — 1993
BS, Finance
Tallahassee Community College 1989 — 1991
AA
Regions Bank September 2013 - Present
Regions Bank 2006 - September 2013
Wells Fargo 2004 - 2006
SunTrust Bank 2002 - 2004
First Union National Bank 1998 - 2001
BNY Mellon 1995 - 1998
Skills
Banking, Commercial Banking, Credit, Loans, Securities, Bonds, Corporate Trust, Treasury Management, Business Development, Credit Analysis, Commercial Lending, Small Business Lending, Cash Management, New Business Development, Portfolio Management, Financial Analysis, Management, Investments
Education
University of North Florida 1997 — 2000
MBA, Finance
Florida State University 1991 — 1993
BS, Finance
Tallahassee Community College 1989 — 1991
AA
Kevin Corp's BNY Mellon Experience May 2013 - August 2013
Job Risk & Compliance Consultant
Industry Management Consulting
Experience
Protiviti August 2015 - Present
Florida State University January 2015 - Present
Florida State University June 2014 - December 2014
Florida State University November 2013 - December 2014
Florida State University June 2014 - July 2014
My Soxy Feet January 2011 - March 2014
Florida State University December 2012 - December 2013
BNY Mellon May 2013 - August 2013
PwC October 2012 - November 2012
Raymond James Financial Inc. May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Illustrator, Windows, English, Economics, Market Research
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance and Economics, Senior
Protiviti August 2015 - Present
Florida State University January 2015 - Present
Florida State University June 2014 - December 2014
Florida State University November 2013 - December 2014
Florida State University June 2014 - July 2014
My Soxy Feet January 2011 - March 2014
Florida State University December 2012 - December 2013
BNY Mellon May 2013 - August 2013
PwC October 2012 - November 2012
Raymond James Financial Inc. May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Illustrator, Windows, English, Economics, Market Research
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance and Economics, Senior
Jonathan Soto Jonathan Soto's BNY Mellon Experience May 2014 - Present
Job Managing Director
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
BNY Mellon January 2008 - April 2014
Colonial Bank 2004 - 2007
SunTrust Bank 2003 - 2004
Wells Fargo Advisors 1997 - 2003
Skills
Asset Managment, Estate Planning, Private Banking, Comprehensive Wealth..., Portfolio Management, Strategic Financial..., Alternative Investments, Portfolio Strategy, Intergenerational..., Hedge Funds, Portfolio Optimization, Private Wealth..., Wealth Preservation..., Bloomberg, Thompson One, Fixed Income, Equities
Education
Florida International University
Bachelor of Arts (B.A.), Finance, General
Florida Trust School
CTFA Certificate, Trust Administration
Nova Southeastern University
Master's degree, Business Administration and Management, General
BNY Mellon May 2014 - Present
BNY Mellon January 2008 - April 2014
Colonial Bank 2004 - 2007
SunTrust Bank 2003 - 2004
Wells Fargo Advisors 1997 - 2003
Skills
Asset Managment, Estate Planning, Private Banking, Comprehensive Wealth..., Portfolio Management, Strategic Financial..., Alternative Investments, Portfolio Strategy, Intergenerational..., Hedge Funds, Portfolio Optimization, Private Wealth..., Wealth Preservation..., Bloomberg, Thompson One, Fixed Income, Equities
Education
Florida International University
Bachelor of Arts (B.A.), Finance, General
Florida Trust School
CTFA Certificate, Trust Administration
Nova Southeastern University
Master's degree, Business Administration and Management, General
Connie Garcia Connie Garcia's BNY Mellon Experience October 1987 - September 2008
Job Office Manager at Independent Living Systems, LLC
Industry Hospital & Health Care
Experience
Independent Living Systems, LLC September 2008 - Present
BNY Mellon October 1987 - September 2008
Skills
Healthcare, Healthcare Information..., Customer Service, Management, Medicare, Health Insurance, Accounts Receivable, Healthcare Management, HIPAA, Hospitals, Managed Care, Team Building, Process Improvement, Medicaid, Microsoft Excel, Strategic Planning
Education
Florida International University
Miami-Dade Community College
University of Phoenix
Independent Living Systems, LLC September 2008 - Present
BNY Mellon October 1987 - September 2008
Skills
Healthcare, Healthcare Information..., Customer Service, Management, Medicare, Health Insurance, Accounts Receivable, Healthcare Management, HIPAA, Hospitals, Managed Care, Team Building, Process Improvement, Medicaid, Microsoft Excel, Strategic Planning
Education
Florida International University
Miami-Dade Community College
University of Phoenix
Charles Porter, CFA's BNY Mellon Experience October 2000 - Present
Job Managing Director at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon October 2000 - Present
Sanford C. Bernstein December 1998 - October 2000
Bank of America August 1983 - December 1998
Skills
Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Financial Planners, Hedge Funds, Equities, Investments, Alternative Investments, Portfolio Management, Fixed Income, Securities, Asset Allocation, Investment Management, Series 7, Mutual Funds, Valuation, Private Equity, Financial Modeling, Risk Management, Due Diligence, Financial Analysis, Corporate Finance, Financial Services, Wealth Management..., Banking, Capital Markets, Investment Banking, Private Banking, Bonds, Fund Of Funds, Derivatives, Equity Research, High Net Worth..., Structured Finance, Financial Markets, Series 63, ETFs, Bloomberg, Options, Financial Advisory, Financial Structuring, FINRA, Family Office, Series 24, Trading, Strategic Financial..., Emerging Markets, Investor Relations, Wealth
Education
Florida State University 1978 — 1980
BS
CFA Institute 1998 — 2000
CFA Charterholder
BNY Mellon October 2000 - Present
Sanford C. Bernstein December 1998 - October 2000
Bank of America August 1983 - December 1998
Skills
Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Financial Planners, Hedge Funds, Equities, Investments, Alternative Investments, Portfolio Management, Fixed Income, Securities, Asset Allocation, Investment Management, Series 7, Mutual Funds, Valuation, Private Equity, Financial Modeling, Risk Management, Due Diligence, Financial Analysis, Corporate Finance, Financial Services, Wealth Management..., Banking, Capital Markets, Investment Banking, Private Banking, Bonds, Fund Of Funds, Derivatives, Equity Research, High Net Worth..., Structured Finance, Financial Markets, Series 63, ETFs, Bloomberg, Options, Financial Advisory, Financial Structuring, FINRA, Family Office, Series 24, Trading, Strategic Financial..., Emerging Markets, Investor Relations, Wealth
Education
Florida State University 1978 — 1980
BS
CFA Institute 1998 — 2000
CFA Charterholder
Patti Tufo Patti Tufo's BNY Mellon Experience October 1996 - September 1997
Job Expeditors
Industry Import and Export
Experience
Expeditors January 2015 - Present
Carhartt August 2013 - January 2015
Pottery Barn October 2012 - August 2013
Macy's October 2011 - October 2012
Justice (Tween Brand) September 2008 - September 2010
BNY Mellon October 1996 - September 1997
BNY Mellon April 1994 - October 1996
BNY Mellon March 1990 - April 1994
Skills
Customer Service, Sales, Merchandising, Store Management, Management, Visual Merchandising, Inventory Management, Budgets, Retail, Team Building, Outlook, Time Management, Leadership, Operations Management, Loss Prevention, Inventory Control, Supervisory Skills, Process Scheduler, Training, Sales Management, Cross-functional Team..., Data Entry, Microsoft Excel, Marketing, Software Documentation, Human Resources, Coaching, Customer Satisfaction, Retail Sales, Profit, Store Operations, Microsoft Office, Microsoft Word, Public Speaking, Accounts Receivable, Telephone Reception, Collections
Education
Fisher College 1982 — 1984
Associates, Business Management
Expeditors January 2015 - Present
Carhartt August 2013 - January 2015
Pottery Barn October 2012 - August 2013
Macy's October 2011 - October 2012
Justice (Tween Brand) September 2008 - September 2010
BNY Mellon October 1996 - September 1997
BNY Mellon April 1994 - October 1996
BNY Mellon March 1990 - April 1994
Skills
Customer Service, Sales, Merchandising, Store Management, Management, Visual Merchandising, Inventory Management, Budgets, Retail, Team Building, Outlook, Time Management, Leadership, Operations Management, Loss Prevention, Inventory Control, Supervisory Skills, Process Scheduler, Training, Sales Management, Cross-functional Team..., Data Entry, Microsoft Excel, Marketing, Software Documentation, Human Resources, Coaching, Customer Satisfaction, Retail Sales, Profit, Store Operations, Microsoft Office, Microsoft Word, Public Speaking, Accounts Receivable, Telephone Reception, Collections
Education
Fisher College 1982 — 1984
Associates, Business Management
Liz Santiago Liz Santiago's BNY Mellon Experience March 2012 - August 2013
Job Investments at Citi Private Bank
Industry Financial Services
Experience
Citi August 2013 - Present
BNY Mellon March 2012 - August 2013
Citi Private Bank July 2010 - March 2012
Citi Private Bank February 2006 - February 2010
Dresdner Bank January 2000 - January 2005
Skills
Structured Products, Equities, Financial Markets, Capital Markets, Investment Banking, Derivatives, Bonds, Emerging Markets, Portfolio Management, Private Banking, Bloomberg, Banking, Hedge Funds, Investments, Asset Allocation
Education
Instituto de Empresa 2007 — 2009
Global MBA
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Management & International Relations
Citi August 2013 - Present
BNY Mellon March 2012 - August 2013
Citi Private Bank July 2010 - March 2012
Citi Private Bank February 2006 - February 2010
Dresdner Bank January 2000 - January 2005
Skills
Structured Products, Equities, Financial Markets, Capital Markets, Investment Banking, Derivatives, Bonds, Emerging Markets, Portfolio Management, Private Banking, Bloomberg, Banking, Hedge Funds, Investments, Asset Allocation
Education
Instituto de Empresa 2007 — 2009
Global MBA
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Management & International Relations
Thomas Soucy Thomas Soucy's BNY Mellon Experience October 2009 - January 2013
Job Senior Vice President
Industry Banking
Experience
Sabadell United Bank April 2014 - Present
Sabadell United Bank February 2013 - March 2014
BNY Mellon October 2009 - January 2013
Premier American Bank September 2007 - September 2009
Education
Florida International University 2008 — 2008
Masters, Accounting
Sabadell United Bank April 2014 - Present
Sabadell United Bank February 2013 - March 2014
BNY Mellon October 2009 - January 2013
Premier American Bank September 2007 - September 2009
Education
Florida International University 2008 — 2008
Masters, Accounting
Anne Stich, MBA, PMP, CSM, SSGB's BNY Mellon Experience December 2012 - March 2013
Job Sr. Program/Project Manager
Industry Information Technology and Services
Experience
AT&T August 2013 - Present
BNY Mellon December 2012 - March 2013
TD Bank August 2011 - November 2012
AT&T January 2007 - August 2011
Telcordia Technologies 1997 - 2006
Molloy Group, Interleaf Corporation, Powersoft Corp 1994 - 1997
Intergraph Corporation 1989 - 1994
SCR Design Corp, Grad Partnership, Switzer Group 1982 - 1989
Skills
Program Management, MS Project, PMO, Project Management, Process Improvement, PMP, Visio, Project Planning, Management, Integration, SDLC, Resource Management, CRM, Leadership, Risk Management, Vendor Management, Testing, SharePoint, Project Portfolio..., Software Project..., Cross-functional Team..., IT Strategy, Telecommunications, Requirements Analysis, Business Analysis, Business Process, Budgets, Software Documentation, Training, Business Process..., Outsourcing, Agile Project Management, Agile & Waterfall..., Six Sigma, Microsoft Project
Education
Fordham University - Graduate School of Business Administration
MBA, Major - MIS, Minor - Finance
Pratt Institute
Bachelor of Architecture, Architecture
AT&T August 2013 - Present
BNY Mellon December 2012 - March 2013
TD Bank August 2011 - November 2012
AT&T January 2007 - August 2011
Telcordia Technologies 1997 - 2006
Molloy Group, Interleaf Corporation, Powersoft Corp 1994 - 1997
Intergraph Corporation 1989 - 1994
SCR Design Corp, Grad Partnership, Switzer Group 1982 - 1989
Skills
Program Management, MS Project, PMO, Project Management, Process Improvement, PMP, Visio, Project Planning, Management, Integration, SDLC, Resource Management, CRM, Leadership, Risk Management, Vendor Management, Testing, SharePoint, Project Portfolio..., Software Project..., Cross-functional Team..., IT Strategy, Telecommunications, Requirements Analysis, Business Analysis, Business Process, Budgets, Software Documentation, Training, Business Process..., Outsourcing, Agile Project Management, Agile & Waterfall..., Six Sigma, Microsoft Project
Education
Fordham University - Graduate School of Business Administration
MBA, Major - MIS, Minor - Finance
Pratt Institute
Bachelor of Architecture, Architecture
Diadra Hadley's BNY Mellon Experience June 2012 - July 2014
Job Banking Analyst at District of Columbia, OCFO
Industry Government Administration
Experience
District of Columbia, Office of the CFO June 2015 - Present
FHI 360 December 2014 - May 2015
BNY Mellon June 2012 - July 2014
BNY Mellon June 2007 - April 2012
SunTrust September 2004 - April 2007
Solarcom Holdings, LLC May 2002 - September 2004
Skills
Finance, Variance Analysis, Fixed Assets, Forensic Accounting, General Ledger, Access, Account Reconciliation, Accounting, Accounts Payable, Banking, Accounts Receivable, Auditing, Bank Reconciliation, Bloomberg, Bonds, Cash Management, Coaching, Corporate Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Statements, Internal Audit, Investments, Management, Microsoft Excel, Portfolio Management, Process Improvement, Risk Management, Sales, Securities, Time Management, Training
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (MBA), Public Administration/ Finance
Florida Agricultural and Mechanical University 1998 — 2000
BS, Business Administration
University of North Texas 1996 — 1998
District of Columbia, Office of the CFO June 2015 - Present
FHI 360 December 2014 - May 2015
BNY Mellon June 2012 - July 2014
BNY Mellon June 2007 - April 2012
SunTrust September 2004 - April 2007
Solarcom Holdings, LLC May 2002 - September 2004
Skills
Finance, Variance Analysis, Fixed Assets, Forensic Accounting, General Ledger, Access, Account Reconciliation, Accounting, Accounts Payable, Banking, Accounts Receivable, Auditing, Bank Reconciliation, Bloomberg, Bonds, Cash Management, Coaching, Corporate Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Statements, Internal Audit, Investments, Management, Microsoft Excel, Portfolio Management, Process Improvement, Risk Management, Sales, Securities, Time Management, Training
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (MBA), Public Administration/ Finance
Florida Agricultural and Mechanical University 1998 — 2000
BS, Business Administration
University of North Texas 1996 — 1998
Ricardo Rabines, CFA's BNY Mellon Experience June 2011 - Present
Job Director of Investment Systems at BNY Mellon Asset Management Operations
Industry Information Technology and Services
Experience
BNY Mellon June 2011 - Present
Starpoint Solutions August 2010 - June 2011
Pismo Investments, LLC January 2010 - August 2010
ITG May 2008 - December 2009
ITG January 2006 - June 2008
The Macgregor Group January 2002 - December 2005
The Macgregor Group December 1997 - December 2001
The Macgregor Group January 1996 - November 1997
The Macgregor Group January 1994 - December 1995
Skills
Business Analysis, Agile Methodologies, Sybase, SDLC, Trading Systems, Microsoft SQL Server, SQL, Order Management, Electronic Trading, Requirements Analysis, Unix, Software Development, XML, Integration, .NET, SharePoint, Web Services, SOA, Oracle, Equities, Databases, Enterprise Software, Perl, Testing
Education
Florida International University
BS, Mathematical Sciences
Florida International University - College of Business
MS, Management Information Systems
BNY Mellon June 2011 - Present
Starpoint Solutions August 2010 - June 2011
Pismo Investments, LLC January 2010 - August 2010
ITG May 2008 - December 2009
ITG January 2006 - June 2008
The Macgregor Group January 2002 - December 2005
The Macgregor Group December 1997 - December 2001
The Macgregor Group January 1996 - November 1997
The Macgregor Group January 1994 - December 1995
Skills
Business Analysis, Agile Methodologies, Sybase, SDLC, Trading Systems, Microsoft SQL Server, SQL, Order Management, Electronic Trading, Requirements Analysis, Unix, Software Development, XML, Integration, .NET, SharePoint, Web Services, SOA, Oracle, Equities, Databases, Enterprise Software, Perl, Testing
Education
Florida International University
BS, Mathematical Sciences
Florida International University - College of Business
MS, Management Information Systems
Cherie Chase's BNY Mellon Experience November 2011 - December 2013
Job Messaging System Administrator at Computer Sciences Corporation
Industry Computer Software
Experience
CSC - Computer Sciences Corporation July 2014 - Present
BNY Mellon November 2011 - December 2013
ISO Quality audit company January 2006 - April 2011
EDS (now Hewlett Packard) 1998 - 2005
IBM July 1989 - January 1998
Publix Supermarkets January 1989 - July 1989
Skills
Lotus Notes..., Lotus Notes Application..., Blackberry..., Software Development, Servers, Blackberry Enterprise..., Lotus Notes, Management, Network Administration, Technical Support, Windows, System Administration, HP, Citrix, Disaster Recovery, Analysis, Hardware, Active Directory, IT Service Management, DB2, Information Technology, Requirements Gathering, Integration, SharePoint, Help Desk Support, Testing, Software Documentation, System Deployment, SDLC, Requirements Analysis, Databases, Microsoft SQL Server, Vendor Management
Education
Meredith College 1993 — 1995
MBA, Masters in Business Administration
Florida Southern College 1986 — 1989
BS, Computer Science/Finance
Warren Area High School 1983 — 1985
CSC - Computer Sciences Corporation July 2014 - Present
BNY Mellon November 2011 - December 2013
ISO Quality audit company January 2006 - April 2011
EDS (now Hewlett Packard) 1998 - 2005
IBM July 1989 - January 1998
Publix Supermarkets January 1989 - July 1989
Skills
Lotus Notes..., Lotus Notes Application..., Blackberry..., Software Development, Servers, Blackberry Enterprise..., Lotus Notes, Management, Network Administration, Technical Support, Windows, System Administration, HP, Citrix, Disaster Recovery, Analysis, Hardware, Active Directory, IT Service Management, DB2, Information Technology, Requirements Gathering, Integration, SharePoint, Help Desk Support, Testing, Software Documentation, System Deployment, SDLC, Requirements Analysis, Databases, Microsoft SQL Server, Vendor Management
Education
Meredith College 1993 — 1995
MBA, Masters in Business Administration
Florida Southern College 1986 — 1989
BS, Computer Science/Finance
Warren Area High School 1983 — 1985
Christopher Hazelton's BNY Mellon Experience July 2015 - Present
Job Investment Strategist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Ebury Street Capital October 2013 - June 2015
UBS Investment Bank May 2009 - June 2013
UBS Investment Bank September 2007 - April 2009
UBS Investment Bank January 2003 - September 2007
UBS Investment Bank January 2000 - January 2003
Skills
Equities, Equity Research, Capital Markets, Series 7, Series 63, Series 24, Product Management, Investment Research, Project Management, Credit Analysis, Operations Research, Bloomberg, Fixed Income, Financial Markets, Securities, Investment Strategies, Bloomberg Terminal, Middle Office, Portfolio Management, Marketing Strategy, Marketing, Global Management, Global Strategy, Building Relationships, Business Development, New Business Development, Relationship Management, Trusted Business Partner, Trusting Relationships, Team Effectiveness, Marketing Effectiveness, Sales Effectiveness, Collaboration Solutions, Mentoring, Peer Mentoring, Team Mentoring, Cooperative, Project Coordination, Product Lifecycle..., Articulation, Marketing Communications, Written & Verbal..., Retaining Customers, Asset Management, Institutional..., Sales, Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Georgetown University
Bachelor of Science, Management
Brophy College Preparatory
BNY Mellon July 2015 - Present
Ebury Street Capital October 2013 - June 2015
UBS Investment Bank May 2009 - June 2013
UBS Investment Bank September 2007 - April 2009
UBS Investment Bank January 2003 - September 2007
UBS Investment Bank January 2000 - January 2003
Skills
Equities, Equity Research, Capital Markets, Series 7, Series 63, Series 24, Product Management, Investment Research, Project Management, Credit Analysis, Operations Research, Bloomberg, Fixed Income, Financial Markets, Securities, Investment Strategies, Bloomberg Terminal, Middle Office, Portfolio Management, Marketing Strategy, Marketing, Global Management, Global Strategy, Building Relationships, Business Development, New Business Development, Relationship Management, Trusted Business Partner, Trusting Relationships, Team Effectiveness, Marketing Effectiveness, Sales Effectiveness, Collaboration Solutions, Mentoring, Peer Mentoring, Team Mentoring, Cooperative, Project Coordination, Product Lifecycle..., Articulation, Marketing Communications, Written & Verbal..., Retaining Customers, Asset Management, Institutional..., Sales, Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Georgetown University
Bachelor of Science, Management
Brophy College Preparatory
Jason Gnerre's BNY Mellon Experience October 2008 - October 2013
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
BNY Mellon October 2008 - October 2013
BNY Mellon April 2007 - October 2008
MPL Fulfillment Solutions November 2006 - April 2007
Ferguson Enterprises March 2004 - November 2006
MPL Fulfillment Solutions September 2003 - March 2004
UBS August 2000 - September 2003
Putnam Investments January 1996 - August 2000
Skills
Finance, Investments, Mutual Funds, CRM, Account Reconciliation, Analysis, Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Fidelity Investments December 2013 - Present
BNY Mellon October 2008 - October 2013
BNY Mellon April 2007 - October 2008
MPL Fulfillment Solutions November 2006 - April 2007
Ferguson Enterprises March 2004 - November 2006
MPL Fulfillment Solutions September 2003 - March 2004
UBS August 2000 - September 2003
Putnam Investments January 1996 - August 2000
Skills
Finance, Investments, Mutual Funds, CRM, Account Reconciliation, Analysis, Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Alex Ashford's BNY Mellon Experience May 2012 - Present
Job Account Admin, Mutual Funds Custody at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
WyoTech June 2010 - May 2012
Consultis August 2007 - March 2010
Skills
Strategic Planning, Leadership, Training, Account Management, Team Leadership, Leadership Development, Customer Service, Team Building, Business Development, Microsoft Office, Recruiting
Education
Florida State University - College of Business 1994 — 1996
BS, Management Information Systems
BNY Mellon May 2012 - Present
WyoTech June 2010 - May 2012
Consultis August 2007 - March 2010
Skills
Strategic Planning, Leadership, Training, Account Management, Team Leadership, Leadership Development, Customer Service, Team Building, Business Development, Microsoft Office, Recruiting
Education
Florida State University - College of Business 1994 — 1996
BS, Management Information Systems
Greg Gounaris's BNY Mellon Experience September 2010 - Present
Job Compliance Manager, Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2010 - Present
DR Pension Services December 2001 - July 2010
The Wackenhut Corporation January 1997 - December 2001
Dreyfus Retirement Svcs / Mellon Bank 1992 - 1997
The Wyatt Company / Watson Wyatt 1990 - 1992
Education
Florida Atlantic University 1998 — 2000
MBA, Management
College of Insurance (St. John's University) 1982 — 1987
B.B.A, Life and Health Insurance
BNY Mellon September 2010 - Present
DR Pension Services December 2001 - July 2010
The Wackenhut Corporation January 1997 - December 2001
Dreyfus Retirement Svcs / Mellon Bank 1992 - 1997
The Wyatt Company / Watson Wyatt 1990 - 1992
Education
Florida Atlantic University 1998 — 2000
MBA, Management
College of Insurance (St. John's University) 1982 — 1987
B.B.A, Life and Health Insurance
David Keen's BNY Mellon Experience January 1996 - July 1998
Job Carnegie Way Champion at United States Steel Corporation
Industry Mining & Metals
Experience
United States Steel Corporation April 2015 - Present
U. S. Steel September 2012 - April 2015
Xylem Inc. August 2009 - August 2012
ITT Corporation April 2001 - February 2010
BNY Mellon January 1996 - July 1998
Skills
Process Improvement, Value Stream Mapping, Process Engineering, Continuous Improvement, Lean Manufacturing, Black Belt, Kaizen, Six Sigma, Visual Basic, Project Management, ERP, Root Cause Analysis, Cross-functional Team..., 5S, JavaScript, Visio, Minitab, DMAIC, Operational Excellence, Product Development, Decision Analysis, Kaizen Leadership, Relational Databases, Universe databases, Perl, Human Computer..., Informix, Value Added Analysis, HTML scripting, Yellow Belt Training, Voice of the Customer..., Manufacturing, Management, Business Process..., Project Planning, Ishikawa, Training Course..., Leadership, SPC
Education
University of Pittsburgh 1998 — 2000
MSIS, Information Technology
Florida State University 1985 — 1990
B.S., Economics/Mathematics
United States Steel Corporation April 2015 - Present
U. S. Steel September 2012 - April 2015
Xylem Inc. August 2009 - August 2012
ITT Corporation April 2001 - February 2010
BNY Mellon January 1996 - July 1998
Skills
Process Improvement, Value Stream Mapping, Process Engineering, Continuous Improvement, Lean Manufacturing, Black Belt, Kaizen, Six Sigma, Visual Basic, Project Management, ERP, Root Cause Analysis, Cross-functional Team..., 5S, JavaScript, Visio, Minitab, DMAIC, Operational Excellence, Product Development, Decision Analysis, Kaizen Leadership, Relational Databases, Universe databases, Perl, Human Computer..., Informix, Value Added Analysis, HTML scripting, Yellow Belt Training, Voice of the Customer..., Manufacturing, Management, Business Process..., Project Planning, Ishikawa, Training Course..., Leadership, SPC
Education
University of Pittsburgh 1998 — 2000
MSIS, Information Technology
Florida State University 1985 — 1990
B.S., Economics/Mathematics
Stephen Gabor's BNY Mellon Experience August 2003 - August 2005
Job Purchasing at Lennar
Industry Construction
Experience
Lennar August 2005 - Present
BNY Mellon August 2003 - August 2005
Skills
Microsoft Word, Homebuilding, Real Estate, Entitlements, Value Engineering, Contract Negotiation, Pre-construction, Budgets, Contractors, Negotiation, JD Edwards, Residential Homes, Construction, Strategic Planning, Contract Management, Real Estate Development, Construction Management, Property Management, Process Scheduler, Project Management, Customer Service, Microsoft Excel, Leadership, Purchasing, Microsoft Office, Operations Management, Green Building, Investment Properties, Builders, Project Bidding, Commercial Real Estate, Land Acquisition, Land Development, Cost Control, Change Orders, Renovation, Blueprint Reading, Subcontracting, CPM Scheduling, Estimates, Building Materials, Project Estimation, LEED, Constructability, Design-Build, Feasibility Studies, Custom Homes, RFI, Property, Job Costing
Education
Florida Gulf Coast University 1997 — 2002
B.S., Finance
Lennar August 2005 - Present
BNY Mellon August 2003 - August 2005
Skills
Microsoft Word, Homebuilding, Real Estate, Entitlements, Value Engineering, Contract Negotiation, Pre-construction, Budgets, Contractors, Negotiation, JD Edwards, Residential Homes, Construction, Strategic Planning, Contract Management, Real Estate Development, Construction Management, Property Management, Process Scheduler, Project Management, Customer Service, Microsoft Excel, Leadership, Purchasing, Microsoft Office, Operations Management, Green Building, Investment Properties, Builders, Project Bidding, Commercial Real Estate, Land Acquisition, Land Development, Cost Control, Change Orders, Renovation, Blueprint Reading, Subcontracting, CPM Scheduling, Estimates, Building Materials, Project Estimation, LEED, Constructability, Design-Build, Feasibility Studies, Custom Homes, RFI, Property, Job Costing
Education
Florida Gulf Coast University 1997 — 2002
B.S., Finance
Brian J. Wilson's BNY Mellon Experience April 2015 - Present
Job Vice President Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
BNY Mellon June 2012 - Present
BNY Mellon June 2006 - May 2012
BNY Mellon October 2003 - May 2006
Skills
Operations Management, Relationship Management, Mutual Funds, Due Diligence, Risk Management, Project Management, Financial Modeling, Compliance, Global Custody, Straight Through..., Bloomberg, Middle Office, Back Office, Fixed Income, Internal Audit, Conversions, Strategic Planning, Innovation Management, Asset Servicing, Client Services, Managerial, Compensation Structures, Motivator, Financial Services, Banking Network
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance & Management
Loyola College in Maryland 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
John Glenn 1996 — 1999
High School
BNY Mellon April 2015 - Present
BNY Mellon June 2012 - Present
BNY Mellon June 2006 - May 2012
BNY Mellon October 2003 - May 2006
Skills
Operations Management, Relationship Management, Mutual Funds, Due Diligence, Risk Management, Project Management, Financial Modeling, Compliance, Global Custody, Straight Through..., Bloomberg, Middle Office, Back Office, Fixed Income, Internal Audit, Conversions, Strategic Planning, Innovation Management, Asset Servicing, Client Services, Managerial, Compensation Structures, Motivator, Financial Services, Banking Network
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance & Management
Loyola College in Maryland 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
John Glenn 1996 — 1999
High School
Mark Fleishman's BNY Mellon Experience February 2006 - March 2007
Job Chief Technology Officer at Athena Advanced Networks
Industry Information Technology and Services
Experience
Athena Advanced Networks, Inc. October 2012 - Present
IGT August 2011 - October 2012
Emdeon July 2008 - August 2011
Tiburon March 2007 - July 2008
BNY Mellon February 2006 - March 2007
Tiburon November 1999 - February 2006
Skills
Linux, RHEL, AIX, Puppet, Hadoop, Configuration Management, VMware, Ruby, Apache, GPFS, Nagios, IBM Storage, IBM Servers, HP-UX, SAN, ITIL, BladeCenter, HACMP, Unix, Security, DS4000, Data Center, Storage Area Networks, Windows Server, Microsoft Exchange, Active Directory, DNS management, Microsoft DNS
Education
Florida State University 1988 — 1992
Bachelor of Science (B.S.), Political Science and Government
Athena Advanced Networks, Inc. October 2012 - Present
IGT August 2011 - October 2012
Emdeon July 2008 - August 2011
Tiburon March 2007 - July 2008
BNY Mellon February 2006 - March 2007
Tiburon November 1999 - February 2006
Skills
Linux, RHEL, AIX, Puppet, Hadoop, Configuration Management, VMware, Ruby, Apache, GPFS, Nagios, IBM Storage, IBM Servers, HP-UX, SAN, ITIL, BladeCenter, HACMP, Unix, Security, DS4000, Data Center, Storage Area Networks, Windows Server, Microsoft Exchange, Active Directory, DNS management, Microsoft DNS
Education
Florida State University 1988 — 1992
Bachelor of Science (B.S.), Political Science and Government
Glenn Huber, CFP®'s BNY Mellon Experience September 2002 - Present
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2002 - Present
BNY Mellon September 2002 - Present
Northern Trust September 1989 - September 2002
Education
Florida State University - College of Business 1978 — 1982
FSU, Finance
BNY Mellon Wealth Management September 2002 - Present
BNY Mellon September 2002 - Present
Northern Trust September 1989 - September 2002
Education
Florida State University - College of Business 1978 — 1982
FSU, Finance
Linda Peare's BNY Mellon Experience April 1998 - Present
Job Section Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon April 1998 - Present
Education
Fitchburg State College 1991 — 2005
BS, Business Administration
BNY Mellon April 1998 - Present
Education
Fitchburg State College 1991 — 2005
BS, Business Administration
Suat Palpas's BNY Mellon Experience November 2000 - January 2010
Job at Sabadell United Bank
Industry Banking
Experience
Sabadell United Bank January 2010 - Present
City Theatre Company 2007 - Present
BNY Mellon November 2000 - January 2010
Education
Florida International University - College of Business 2000 — 2001
MSF, Finance
Sabadell United Bank January 2010 - Present
City Theatre Company 2007 - Present
BNY Mellon November 2000 - January 2010
Education
Florida International University - College of Business 2000 — 2001
MSF, Finance
Jared Bauman's BNY Mellon Experience May 2008 - August 2013
Job Cost and Tax Accountant at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust December 2013 - Present
The Bank of New York Mellon May 2008 - August 2013
BNY Mellon May 2008 - August 2013
Skills
Financial Reporting, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Financial Modeling
Education
Florida Institute of Technology 2008 — 2011
MBA, Accounting, Finance
University of Pittsburgh 2004 — 2008
BSBA, Accounting/Finance
Wilmington Trust December 2013 - Present
The Bank of New York Mellon May 2008 - August 2013
BNY Mellon May 2008 - August 2013
Skills
Financial Reporting, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Financial Modeling
Education
Florida Institute of Technology 2008 — 2011
MBA, Accounting, Finance
University of Pittsburgh 2004 — 2008
BSBA, Accounting/Finance
J. Jay Li's BNY Mellon Experience 2010 - Present
Job Equity Derivatives / Interest Rate Derivatives
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities USA 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners LLC 2000 - 2004
Skills
Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Investment Banking, CVA, Hedging
Education
University of California, Santa Barbara 1989 — 1992
PhD, Applied Math and Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities USA 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners LLC 2000 - 2004
Skills
Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Investment Banking, CVA, Hedging
Education
University of California, Santa Barbara 1989 — 1992
PhD, Applied Math and Engineering
Florida Atlantic University
Barbara (Terry) Tremblay's BNY Mellon Experience May 1997 - May 1999
Job TAX at Bank of America /US Trust Fiduciary Tax ServicesGWIM
Industry Accounting
Experience
Bank of America/ US Trust Fiduciary Tax Services -Global Wealth Investment Management June 2007 - Present
State Street Bank & Trust Co. May 2001 - June 2007
Edwards Angell Palmer & Dodge LLP May 1999 - June 2000
BNY Mellon May 1997 - May 1999
KPMG May 1994 - May 1997
Choate, Hall & Stewart May 1994 - May 1994
H&R Block January 1994 - May 1994
Skills
Tax, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
Fitchburg State College 1982 — 1987
B.S., ECONOMICS
PLYMOUTH CARVER HS 1979 — 1981
DIPLOMA
Bank of America/ US Trust Fiduciary Tax Services -Global Wealth Investment Management June 2007 - Present
State Street Bank & Trust Co. May 2001 - June 2007
Edwards Angell Palmer & Dodge LLP May 1999 - June 2000
BNY Mellon May 1997 - May 1999
KPMG May 1994 - May 1997
Choate, Hall & Stewart May 1994 - May 1994
H&R Block January 1994 - May 1994
Skills
Tax, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
Fitchburg State College 1982 — 1987
B.S., ECONOMICS
PLYMOUTH CARVER HS 1979 — 1981
DIPLOMA
Daniel Fox's BNY Mellon Experience April 2014 - Present
Job Risk Manager at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
Kevin Kashius's BNY Mellon Experience April 2010 - April 2013
Job at
Industry Accounting
Experience
Citco Fund Services April 2013 - Present
BNY Mellon April 2010 - April 2013
BNY Mellon March 2006 - April 2010
BNY Mellon September 2002 - March 2006
Skills
Securities, Portfolio Management, Investments, Equities, Auditing, Leadership, Mutual Funds, Derivatives, Banking, Asset Allocation, Bonds, Funding, Employee Training, Fund Accounting, Start-ups, Valuation, Accounting
Education
Florida State University 2009 — 2011
Masters, Business Administration
University of Central Florida - College of Business Administration 2000 — 2002
Bachelor of Science, Finance, Management Information Systems
Citco Fund Services April 2013 - Present
BNY Mellon April 2010 - April 2013
BNY Mellon March 2006 - April 2010
BNY Mellon September 2002 - March 2006
Skills
Securities, Portfolio Management, Investments, Equities, Auditing, Leadership, Mutual Funds, Derivatives, Banking, Asset Allocation, Bonds, Funding, Employee Training, Fund Accounting, Start-ups, Valuation, Accounting
Education
Florida State University 2009 — 2011
Masters, Business Administration
University of Central Florida - College of Business Administration 2000 — 2002
Bachelor of Science, Finance, Management Information Systems
Babajide Ogunjobi's BNY Mellon Experience November 2010 - August 2011
Job Data Architect
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2014 - Present
Citi January 2014 - July 2014
Citi October 2011 - January 2014
BNY Mellon November 2010 - August 2011
ADT Security Services May 2010 - November 2010
University of Florida July 2008 - July 2010
Nike June 2007 - August 2007
Cumulus Broadcasting April 2005 - February 2006
Skills
Erwin, Cassandra, Apache Spark, Python, MongoDB, Oracle SQL, Sybase, Informatica, PowerCenter, Redis, Unix Shell Scripting, Unix, PL/SQL, Data Analysis, Business Intelligence, ETL, Database Design, Microsoft Excel, PeopleSoft, ITIL Implementation, Access Database
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
Masters, Management
Florida State University 2005 — 2009
Bachelors, Business Management, Communications
JPMorgan Chase & Co. July 2014 - Present
Citi January 2014 - July 2014
Citi October 2011 - January 2014
BNY Mellon November 2010 - August 2011
ADT Security Services May 2010 - November 2010
University of Florida July 2008 - July 2010
Nike June 2007 - August 2007
Cumulus Broadcasting April 2005 - February 2006
Skills
Erwin, Cassandra, Apache Spark, Python, MongoDB, Oracle SQL, Sybase, Informatica, PowerCenter, Redis, Unix Shell Scripting, Unix, PL/SQL, Data Analysis, Business Intelligence, ETL, Database Design, Microsoft Excel, PeopleSoft, ITIL Implementation, Access Database
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
Masters, Management
Florida State University 2005 — 2009
Bachelors, Business Management, Communications
Dominic Jay's BNY Mellon Experience May 2008 - August 2008
Job Senior Corporate Underwriter at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
PNC March 2013 - June 2015
PNC July 2011 - March 2013
PNC September 2009 - July 2011
BNY Mellon May 2008 - August 2008
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Research, Social Media, Team Building, Process Improvement, Financial Analysis
Education
Florida Agricultural and Mechanical University
Bachelor of Science (BS), Finance, General
PNC June 2015 - Present
PNC March 2013 - June 2015
PNC July 2011 - March 2013
PNC September 2009 - July 2011
BNY Mellon May 2008 - August 2008
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Research, Social Media, Team Building, Process Improvement, Financial Analysis
Education
Florida Agricultural and Mechanical University
Bachelor of Science (BS), Finance, General
Kurt Marson's BNY Mellon Experience October 2006 - August 2008
Job Sr. Vice President at Regions Bank
Industry Financial Services
Experience
Regions Bank September 2008 - Present
BNY Mellon October 2006 - August 2008
JP Morgan Chase April 2005 - October 2006
Skills
Banking, Commercial Banking, Bonds, Portfolio Management, Fixed Income, Management, Securities, Corporate Trust, Credit, Investments, Credit Analysis, Treasury Management, Financial Analysis, Commercial Lending, Loans, Relationship Management, Capital Markets, Financial Services, Risk Management, Asset Management, Finance, Wealth Management, Corporate Finance, Mutual Funds, Municipal Finance, Leadership, Mortgage Lending
Education
Florida State University - College of Business 1986 — 1990
BS, Finance
Regions Bank September 2008 - Present
BNY Mellon October 2006 - August 2008
JP Morgan Chase April 2005 - October 2006
Skills
Banking, Commercial Banking, Bonds, Portfolio Management, Fixed Income, Management, Securities, Corporate Trust, Credit, Investments, Credit Analysis, Treasury Management, Financial Analysis, Commercial Lending, Loans, Relationship Management, Capital Markets, Financial Services, Risk Management, Asset Management, Finance, Wealth Management, Corporate Finance, Mutual Funds, Municipal Finance, Leadership, Mortgage Lending
Education
Florida State University - College of Business 1986 — 1990
BS, Finance
Johnny Williams's BNY Mellon Experience November 2009 - December 2012
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
Capco December 2013 - December 2014
BNY Mellon November 2009 - December 2012
Capital One Southcoast April 2006 - August 2006
TD AMERITRADE HOLDING COMPANY February 2004 - June 2005
JPMORGAN CHASE & COMPANY March 2003 - February 2004
AXA ADVISORS, LLC July 2002 - March 2003
Skills
Risk Management, Investments, Valuation, Portfolio Management, Insurance, Financial Modeling, Trading
Education
THE UNIVERSITY OF CHICAGO, GRADUATE SCHOOL OF BUSINESS 2005 — 2008
Master of Business Administration, Accounting
The University of Chicago 2005 — 2008
M.B.A., Finance
Fisk University 1998 — 2002
Bachelor of Science, Financial Economics
Tulane University
Capco December 2013 - December 2014
BNY Mellon November 2009 - December 2012
Capital One Southcoast April 2006 - August 2006
TD AMERITRADE HOLDING COMPANY February 2004 - June 2005
JPMORGAN CHASE & COMPANY March 2003 - February 2004
AXA ADVISORS, LLC July 2002 - March 2003
Skills
Risk Management, Investments, Valuation, Portfolio Management, Insurance, Financial Modeling, Trading
Education
THE UNIVERSITY OF CHICAGO, GRADUATE SCHOOL OF BUSINESS 2005 — 2008
Master of Business Administration, Accounting
The University of Chicago 2005 — 2008
M.B.A., Finance
Fisk University 1998 — 2002
Bachelor of Science, Financial Economics
Tulane University
Terri Harrington, QKA's BNY Mellon Experience September 2008 - June 2009
Job Senior Manager, DC Specialized Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2012 - Present
Putnam Investments June 2009 - August 2012
BNY Mellon September 2008 - June 2009
Mercer December 2004 - September 2008
Putnam Investments June 2000 - December 2004
Putnam Investments June 1998 - June 2000
Putnam Investments December 1996 - June 1998
Education
Fitchburg State University
EMPOWER Retirement August 2012 - Present
Putnam Investments June 2009 - August 2012
BNY Mellon September 2008 - June 2009
Mercer December 2004 - September 2008
Putnam Investments June 2000 - December 2004
Putnam Investments June 1998 - June 2000
Putnam Investments December 1996 - June 1998
Education
Fitchburg State University
Jacklyn Iglesias, MBA-HRM's BNY Mellon Experience 2000 - 2002
Job
Industry Wholesale
Experience
Restaurant Services, Inc. December 2013 - January 2015
Univision Network 2010 - 2012
CBS Corporation 2002 - 2009
BNY Mellon 2000 - 2002
Education
Saint Leo University 2009 — 2011
Master of Business Administration (MBA), Human Resources Management
Florida International University 2007 — 2009
Bachelor of Arts, Psychology and Criminal Justice
Miami Dade College
Associate of Arts
Restaurant Services, Inc. December 2013 - January 2015
Univision Network 2010 - 2012
CBS Corporation 2002 - 2009
BNY Mellon 2000 - 2002
Education
Saint Leo University 2009 — 2011
Master of Business Administration (MBA), Human Resources Management
Florida International University 2007 — 2009
Bachelor of Arts, Psychology and Criminal Justice
Miami Dade College
Associate of Arts
Amber Book's BNY Mellon Experience May 2012 - September 2012
Job Community Engagement
Industry Civic & Social Organization
Experience
Greater Pittsburgh Community Food Bank April 2013 - Present
BNY Mellon May 2012 - September 2012
University of Pittsburgh May 2011 - June 2012
Peace Corps June 2007 - May 2010
National Center Against Violence 2009 - 2010
ACT Corporation January 2003 - September 2005
Skills
Access, Outlook, Youth Development, Program Management, Higher Education, Music, Organizational..., Computer Proficiency, Community Outreach, Community Development, Social Action, Teaching Adults, Teacher Training, PowerPoint, Public Seminars, Volunteering, International Programs, Community Organizing, Teaching English as a..., community empowerment, Gender Equality, Gender Studies, Community Empowerment
Education
University of Pittsburgh 2010 — 2012
Master’s Degree, Social administration/ Community Organizing, A-
Florida State University 2001 — 2003
Bachelor's degree, Counseling Psychology
Greater Pittsburgh Community Food Bank April 2013 - Present
BNY Mellon May 2012 - September 2012
University of Pittsburgh May 2011 - June 2012
Peace Corps June 2007 - May 2010
National Center Against Violence 2009 - 2010
ACT Corporation January 2003 - September 2005
Skills
Access, Outlook, Youth Development, Program Management, Higher Education, Music, Organizational..., Computer Proficiency, Community Outreach, Community Development, Social Action, Teaching Adults, Teacher Training, PowerPoint, Public Seminars, Volunteering, International Programs, Community Organizing, Teaching English as a..., community empowerment, Gender Equality, Gender Studies, Community Empowerment
Education
University of Pittsburgh 2010 — 2012
Master’s Degree, Social administration/ Community Organizing, A-
Florida State University 2001 — 2003
Bachelor's degree, Counseling Psychology
Jason Vogt's BNY Mellon Experience August 2006 - Present
Job Assistant Manager Global Financial Institutions, Asset Servicing, Trade Support Specialist, Relationship Management
Industry Financial Services
Experience
BNY Mellon August 2006 - Present
Skills
Series 7, Banking, Credit, Investments, Equities, Bloomberg, Financial Analysis, Finance, Financial Modeling, Securities
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
Florida State University - College of Business 2002 — 2006
Bachelor of Science, Finance, Real Estate
BNY Mellon August 2006 - Present
Skills
Series 7, Banking, Credit, Investments, Equities, Bloomberg, Financial Analysis, Finance, Financial Modeling, Securities
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
Florida State University - College of Business 2002 — 2006
Bachelor of Science, Finance, Real Estate
Mary Dugan, CFE's BNY Mellon Experience January 2003 - February 2010
Job Accounting & Financial Management professional actively seeking a new opportunity in the Central Florida area
Industry Financial Services
Experience
Citigroup July 2013 - January 2014
Citigroup November 2012 - January 2013
Citigroup May 2011 - April 2012
BNY Mellon January 2003 - February 2010
BNY Mellon July 2001 - January 2003
Citigroup,NA April 1996 - July 2001
Skills
Accounting, Management, Financial Analysis, Certified Fraud Examiner, Internal Controls, Fund Accounting, Securities, Account Reconciliation, Analysis, Risk Management, Internal Audit, Budgets, Finance, General Ledger, Process Improvement, Hedge Funds, Financial Services, Investments
Education
Florida Institute of Technology
MBA, Business Administration
University of South Florida
BA, Business Administration
Citigroup July 2013 - January 2014
Citigroup November 2012 - January 2013
Citigroup May 2011 - April 2012
BNY Mellon January 2003 - February 2010
BNY Mellon July 2001 - January 2003
Citigroup,NA April 1996 - July 2001
Skills
Accounting, Management, Financial Analysis, Certified Fraud Examiner, Internal Controls, Fund Accounting, Securities, Account Reconciliation, Analysis, Risk Management, Internal Audit, Budgets, Finance, General Ledger, Process Improvement, Hedge Funds, Financial Services, Investments
Education
Florida Institute of Technology
MBA, Business Administration
University of South Florida
BA, Business Administration
Gregory Brecht's BNY Mellon Experience January 2013 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
Cambridge Associates 1997 - 2012
Chase 1992 - 1997
Chase 1989 - 1992
Skills
Alternative Investments, Relationship Management, Mutual Funds, Investments, Banking, Procedure Development, Project Management, Financial Services, Portfolio Management, Financial Risk, Leadership, Options, Management, Process Improvement, Trading, Client Relations, Hedge Funds, Collaborative Problem...
Education
Fordham University - Graduate School of Business Administration 1991 — 1994
MBA, Finance
Fordham University 1983 — 1987
BS, Finance
Xavier High School 1979 — 1983
BNY Mellon January 2013 - Present
Cambridge Associates 1997 - 2012
Chase 1992 - 1997
Chase 1989 - 1992
Skills
Alternative Investments, Relationship Management, Mutual Funds, Investments, Banking, Procedure Development, Project Management, Financial Services, Portfolio Management, Financial Risk, Leadership, Options, Management, Process Improvement, Trading, Client Relations, Hedge Funds, Collaborative Problem...
Education
Fordham University - Graduate School of Business Administration 1991 — 1994
MBA, Finance
Fordham University 1983 — 1987
BS, Finance
Xavier High School 1979 — 1983
Brenda Stone's BNY Mellon Experience July 2003 - January 2006
Job Community Development Specialist with servicing and default experience
Industry Banking
Experience
JP MORGAN CHASE April 2009 - Present
Washington Mutual Financial Services February 2006 - November 2008
BNY Mellon July 2003 - January 2006
DIME Savings Bank of NY February 1986 - May 2001
Education
Fisk University
BA, English
Georgetown University
JP MORGAN CHASE April 2009 - Present
Washington Mutual Financial Services February 2006 - November 2008
BNY Mellon July 2003 - January 2006
DIME Savings Bank of NY February 1986 - May 2001
Education
Fisk University
BA, English
Georgetown University
Timothy Stan Lewkow's BNY Mellon Experience May 2013 - August 2013
Job Lead Integration Engineer at Ripple | PhD Candidate
Industry Financial Services
Experience
Ripple January 2014 - Present
Florida State University August 2010 - December 2013
Florida State University June 2010 - December 2013
BNY Mellon May 2013 - August 2013
University of Colorado at Colorado Springs January 2007 - May 2010
University of Colorado at Colorado Springs August 2008 - August 2009
Education
Florida State University 2012 — 2013
Doctor of Philosophy (PhD) - Candidate, Financial Mathematics
Florida State University 2010 — 2012
Master of Science (MS), Financial Mathematics
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Science (BS), Mathematics and Computer Science
Ripple January 2014 - Present
Florida State University August 2010 - December 2013
Florida State University June 2010 - December 2013
BNY Mellon May 2013 - August 2013
University of Colorado at Colorado Springs January 2007 - May 2010
University of Colorado at Colorado Springs August 2008 - August 2009
Education
Florida State University 2012 — 2013
Doctor of Philosophy (PhD) - Candidate, Financial Mathematics
Florida State University 2010 — 2012
Master of Science (MS), Financial Mathematics
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Science (BS), Mathematics and Computer Science
Joshua Campos's BNY Mellon Experience December 2013 - October 2014
Job Funding & Liquidity Risk at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York November 2014 - Present
BNY Mellon December 2013 - October 2014
BNY Mellon December 2013 - September 2014
BNY Mellon October 2012 - November 2013
BNY Mellon August 2011 - October 2012
Ford Foundation June 2005 - August 2011
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Florida State University
Bachelor of Science (B.S.), Finance, General
Federal Reserve Bank of New York November 2014 - Present
BNY Mellon December 2013 - October 2014
BNY Mellon December 2013 - September 2014
BNY Mellon October 2012 - November 2013
BNY Mellon August 2011 - October 2012
Ford Foundation June 2005 - August 2011
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Florida State University
Bachelor of Science (B.S.), Finance, General
Di Wang's BNY Mellon Experience June 2012 - December 2012
Job Market Risk Coverage, JPMorgan, Chief Investment Office
Industry Financial Services
Experience
JPMorgan Chase, Chief Investment Office March 2013 - Present
JPMorgan Chase March 2013 - January 2015
BNY Mellon June 2012 - December 2012
People's Bank of China July 2010 - October 2010
BOC International July 2009 - August 2009
Skills
Machine Learning, Financial Modeling, VBA, Derivatives, Financial Markets, Risk Management, Portfolio Management, Financial Analysis, Fixed Income, Bloomberg, SAS, Matlab, Time Series Analysis, Financial Risk, Mandarin, Financial Programming, Quantitative Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master's Degree, Quantitative Finance
Fudan University 2006 — 2010
Bachelor's Degree, Management Science
JPMorgan Chase, Chief Investment Office March 2013 - Present
JPMorgan Chase March 2013 - January 2015
BNY Mellon June 2012 - December 2012
People's Bank of China July 2010 - October 2010
BOC International July 2009 - August 2009
Skills
Machine Learning, Financial Modeling, VBA, Derivatives, Financial Markets, Risk Management, Portfolio Management, Financial Analysis, Fixed Income, Bloomberg, SAS, Matlab, Time Series Analysis, Financial Risk, Mandarin, Financial Programming, Quantitative Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master's Degree, Quantitative Finance
Fudan University 2006 — 2010
Bachelor's Degree, Management Science
Brian Tefft's BNY Mellon Experience September 2013 - February 2015
Job Data Analyst at UMass Medical School
Industry Financial Services
Experience
UMass Medical School February 2015 - Present
BNY Mellon September 2013 - February 2015
BNY Mellon October 2010 - September 2013
BNY Mellon November 2007 - September 2010
BNY Mellon May 2006 - October 2007
Skills
Accounting, Tax, Tax Returns, OneSource, Tax Preparation, Vlookup, Financial Statements, Payroll, General Ledger, Financial Reporting, Financial Analysis, Account Reconciliation, SEC filings, Fund Accounting
Education
Fitchburg State University 2011 — 2012
Master of Business Administration (M.B.A.)
Fitchburg State College 2002 — 2006
B.S. Business Administration, Accounting
UMass Medical School February 2015 - Present
BNY Mellon September 2013 - February 2015
BNY Mellon October 2010 - September 2013
BNY Mellon November 2007 - September 2010
BNY Mellon May 2006 - October 2007
Skills
Accounting, Tax, Tax Returns, OneSource, Tax Preparation, Vlookup, Financial Statements, Payroll, General Ledger, Financial Reporting, Financial Analysis, Account Reconciliation, SEC filings, Fund Accounting
Education
Fitchburg State University 2011 — 2012
Master of Business Administration (M.B.A.)
Fitchburg State College 2002 — 2006
B.S. Business Administration, Accounting
James Honohan's BNY Mellon Experience February 2002 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon February 2002 - April 2011
Jimmy's January 1996 - January 2002
Education
Fitchburg State University 1997 — 2003
Bachelor of Science
Malden Catholic High School
High School Diploma
BNY Mellon February 2002 - April 2011
Jimmy's January 1996 - January 2002
Education
Fitchburg State University 1997 — 2003
Bachelor of Science
Malden Catholic High School
High School Diploma
Cody Clurman's BNY Mellon Experience September 2011 - Present
Job Shareholder Services Specialist at BNY Mellon
Industry Writing and Editing
Experience
BNY Mellon September 2011 - Present
Subway June 2010 - August 2012
Heller Electric Co. June 2009 - September 2009
McDermottroe Getty of Woburn July 2007 - December 2008
Education
Fitchburg State College 2008 — 2013
Film Production, English
BNY Mellon September 2011 - Present
Subway June 2010 - August 2012
Heller Electric Co. June 2009 - September 2009
McDermottroe Getty of Woburn July 2007 - December 2008
Education
Fitchburg State College 2008 — 2013
Film Production, English
Latricia Bennett's BNY Mellon Experience January 2006 - Present
Job Senior Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2006 - Present
Education
Florida A&M University 1999 — 2003
Bachelor of Science, Business Administration
BNY Mellon January 2006 - Present
Education
Florida A&M University 1999 — 2003
Bachelor of Science, Business Administration
Todd Cavito's BNY Mellon Experience June 2001 - Present
Job Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2001 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Internal Controls, Cash Management, General Ledger, Finance, Financial Accounting, Variance Analysis, Fund Accounting, Auditing, Financial Statements
Education
Florida State University 1995 — 1998
Bachelor of Science (BS), Finance, General
Florida International University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
BNY Mellon June 2001 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Internal Controls, Cash Management, General Ledger, Finance, Financial Accounting, Variance Analysis, Fund Accounting, Auditing, Financial Statements
Education
Florida State University 1995 — 1998
Bachelor of Science (BS), Finance, General
Florida International University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Christopher Gruchacz's BNY Mellon Experience January 2007 - April 2013
Job Vice President and Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
BNY Mellon January 2007 - April 2013
Comerica Bank November 1995 - January 2007
Northern Trust April 1990 - November 1995
Skills
Wealth Management, Portfolio Management, Investment Advisory, Relationship Management, Investments, Loans, Insurance, High Net Worth..., Estate Planning, Leadership, Analysis, Team Management, Mutual Funds, Securities, Fixed Income, Equities, Management, Accounting
Education
Florida Atlantic University 1993 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo May 2013 - Present
BNY Mellon January 2007 - April 2013
Comerica Bank November 1995 - January 2007
Northern Trust April 1990 - November 1995
Skills
Wealth Management, Portfolio Management, Investment Advisory, Relationship Management, Investments, Loans, Insurance, High Net Worth..., Estate Planning, Leadership, Analysis, Team Management, Mutual Funds, Securities, Fixed Income, Equities, Management, Accounting
Education
Florida Atlantic University 1993 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Christine Hutchinson's BNY Mellon Experience July 2012 - Present
Job Sales and Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon November 1995 - July 2012
Skills
Fixed Income, Equities, Banking, Portfolio Management, Mutual Funds, Financial Services, Sales, Relationship Management, Securities, Finance, Capital Markets, Investments, Bonds, Financial Analysis, Risk Management, Investment Banking, Management, Asset Management
Education
Florida Institute of Technology
BNY Mellon July 2012 - Present
BNY Mellon November 1995 - July 2012
Skills
Fixed Income, Equities, Banking, Portfolio Management, Mutual Funds, Financial Services, Sales, Relationship Management, Securities, Finance, Capital Markets, Investments, Bonds, Financial Analysis, Risk Management, Investment Banking, Management, Asset Management
Education
Florida Institute of Technology
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