BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Employee
Years
Job
Industry
Peggy Smith Peggy Smith's BNY Mellon Experience June 2007 - Present
Job ETF Client Solutions Manager
Industry Financial Services
Experience
BNY Mellon June 2007 - Present
Robeco November 2005 - May 2007
Deutsche Asset Management January 2005 - October 2005
Deutsche Asset Management January 2003 - December 2004
Deutsche Asset Management January 2001 - December 2002
Skills
ETFs, Client Service, Settlements, Financial Services, Trading, Settlement, Structured Products, Equities, Asset Management, Fixed Income, Securities, Global Custody, Hedge Funds, Bloomberg, Middle Office, Alternative Investments, Mutual Funds, Series 7, Corporate Actions, Derivatives, Options, Client Services
Education
Fordham University - Graduate School of Business Administration
MBA
State University of New York College at Cortland 1997 — 2000
BA, Business Economics
BNY Mellon June 2007 - Present
Robeco November 2005 - May 2007
Deutsche Asset Management January 2005 - October 2005
Deutsche Asset Management January 2003 - December 2004
Deutsche Asset Management January 2001 - December 2002
Skills
ETFs, Client Service, Settlements, Financial Services, Trading, Settlement, Structured Products, Equities, Asset Management, Fixed Income, Securities, Global Custody, Hedge Funds, Bloomberg, Middle Office, Alternative Investments, Mutual Funds, Series 7, Corporate Actions, Derivatives, Options, Client Services
Education
Fordham University - Graduate School of Business Administration
MBA
State University of New York College at Cortland 1997 — 2000
BA, Business Economics
Shawn Doherty Shawn Doherty's BNY Mellon Experience 1997 - 2000
Job Head of Central Bank Sales America's at Citigroup
Industry Financial Services
Experience
Citigroup August 2010 - Present
HSBC Securities December 2000 - August 2010
BNY Mellon 1997 - 2000
UBS (formerly Swiss Bank Corporation) 1991 - 1997
Skills
Fixed Income, Securities Lending, Series 24, Series 7, Series 63, Alternative Investments, Financial Risk, Investment Banking, Structured Products, Financial Services, Derivatives, Capital Markets, Financial Markets, Trading, Equities, Asset Allocation, Securities, Financial Modeling, Swaps, Interest Rate..., Hedge Funds, Bloomberg, Bonds, Investments, Asset Management, Corporate Finance, Banking, Options, Portfolio Management, FX Options
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, Finance
St. Peter's College 1981 — 1985
Bachelor of Science (BS), Marketing/Management
Christian Brothers Academy
Citigroup August 2010 - Present
HSBC Securities December 2000 - August 2010
BNY Mellon 1997 - 2000
UBS (formerly Swiss Bank Corporation) 1991 - 1997
Skills
Fixed Income, Securities Lending, Series 24, Series 7, Series 63, Alternative Investments, Financial Risk, Investment Banking, Structured Products, Financial Services, Derivatives, Capital Markets, Financial Markets, Trading, Equities, Asset Allocation, Securities, Financial Modeling, Swaps, Interest Rate..., Hedge Funds, Bloomberg, Bonds, Investments, Asset Management, Corporate Finance, Banking, Options, Portfolio Management, FX Options
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, Finance
St. Peter's College 1981 — 1985
Bachelor of Science (BS), Marketing/Management
Christian Brothers Academy
Eileen Clark Eileen Clark's BNY Mellon Experience August 2010 - Present
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
Joseph Mao's BNY Mellon Experience June 2013 - August 2013
Job Student at Fordham University
Industry Accounting
Experience
Toronto Stock Exchange May 2014 - August 2014
BNY Mellon June 2013 - August 2013
Fordham University May 2013 - August 2013
Skills
Microsoft Office, Fund Accounting, Information Systems, Journal Entries, Access, Leadership, Financial Analysis, Public Speaking, Social Media, Team Leadership, Time Management, Research
Education
Fordham University 2011 — 2015
Toronto Stock Exchange May 2014 - August 2014
BNY Mellon June 2013 - August 2013
Fordham University May 2013 - August 2013
Skills
Microsoft Office, Fund Accounting, Information Systems, Journal Entries, Access, Leadership, Financial Analysis, Public Speaking, Social Media, Team Leadership, Time Management, Research
Education
Fordham University 2011 — 2015
Manuel Madero Manuel Madero's BNY Mellon Experience 1991 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Allianz\PIMCO September 2000 - April 2010
JPMorgan Chase 1997 - 1999
BNY Mellon 1991 - 1997
J. & W. Seligram & Co., Inc. 1985 - 1990
Dean Witter\Inter Capital 1983 - 1985
Dreyfus Corp 1980 - 1983
Skills
Financial Reporting, Investments, Microsoft Excel
Education
Fordham University 1975 — 1979
Bachelor of Science (BS), Accounting
Allianz\PIMCO September 2000 - April 2010
JPMorgan Chase 1997 - 1999
BNY Mellon 1991 - 1997
J. & W. Seligram & Co., Inc. 1985 - 1990
Dean Witter\Inter Capital 1983 - 1985
Dreyfus Corp 1980 - 1983
Skills
Financial Reporting, Investments, Microsoft Excel
Education
Fordham University 1975 — 1979
Bachelor of Science (BS), Accounting
James Valenza James Valenza's BNY Mellon Experience June 2011 - August 2012
Job Summer Associate at Cravath, Swaine & Moore LLP
Industry Law Practice
Experience
Cravath, Swaine & Moore LLP May 2015 - Present
U.S. District Court for the Eastern District of New York May 2014 - August 2014
Fordham University September 2010 - May 2013
BNY Mellon June 2011 - August 2012
Education
University of Michigan Law School 2013 — 2016
Juris Doctor (J.D.)
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), International Political Economy
Cravath, Swaine & Moore LLP May 2015 - Present
U.S. District Court for the Eastern District of New York May 2014 - August 2014
Fordham University September 2010 - May 2013
BNY Mellon June 2011 - August 2012
Education
University of Michigan Law School 2013 — 2016
Juris Doctor (J.D.)
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), International Political Economy
Bill Minovich Bill Minovich's BNY Mellon Experience January 2011 - March 2014
Job Currently seeking full time position
Industry Investment Management
Experience
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
Kara Stairiker Kara Stairiker's BNY Mellon Experience December 2007 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2007 - Present
Nomura Securities 2005 - 2007
Thacher Proffitt & Wood LLP 2003 - 2005
Education
Fordham University
B.A., History
BNY Mellon December 2007 - Present
Nomura Securities 2005 - 2007
Thacher Proffitt & Wood LLP 2003 - 2005
Education
Fordham University
B.A., History
Sean Shevlin Sean Shevlin's BNY Mellon Experience July 2013 - Present
Job Application Architect at BNY Mellon
Industry Information Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon (1995 - 2012) January 1995 - May 2012
Kidder Peabody October 1989 - January 1995
JPMorgan Chase May 1985 - December 1988
Skills
Informatica, Shell Scripting, SAS programming, Microsoft SQL Server, DB2, SQL, Oracle 9i, Oracle PL/SQL..., Toad for Oracle, Java, Perl, COBOLII, Visio, Agile Methodologies, cmmi, Scrum, Harvest, endevor, Lotus Notes, microsoft office 2010, Windows 7, SQL Server Management..., XML, XML Schema, FTP, NDM, nt, unix, z/OS, PowerCenter, Power Exchange, Version Control Tools, Ksh, SQLLDR, Query Tuning, Unix Shell Scripting, Xpediter, SPUFI, Syncsort, DFSORT, SQL*Plus, SQL Loader, Oracle, TraceMaster, CA-Scheduler, Comparex, Viasoft, HTML, Star Schema, RDBMS
Education
Fordham University 2002 — 2005
Master of Science, Computer Science
The Chubb Institute 1989 — 1989
Computer Programming
SUNY Oswego 1980 — 1984
Bachelor of Arts, English - Writing Arts
BNY Mellon July 2013 - Present
BNY Mellon (1995 - 2012) January 1995 - May 2012
Kidder Peabody October 1989 - January 1995
JPMorgan Chase May 1985 - December 1988
Skills
Informatica, Shell Scripting, SAS programming, Microsoft SQL Server, DB2, SQL, Oracle 9i, Oracle PL/SQL..., Toad for Oracle, Java, Perl, COBOLII, Visio, Agile Methodologies, cmmi, Scrum, Harvest, endevor, Lotus Notes, microsoft office 2010, Windows 7, SQL Server Management..., XML, XML Schema, FTP, NDM, nt, unix, z/OS, PowerCenter, Power Exchange, Version Control Tools, Ksh, SQLLDR, Query Tuning, Unix Shell Scripting, Xpediter, SPUFI, Syncsort, DFSORT, SQL*Plus, SQL Loader, Oracle, TraceMaster, CA-Scheduler, Comparex, Viasoft, HTML, Star Schema, RDBMS
Education
Fordham University 2002 — 2005
Master of Science, Computer Science
The Chubb Institute 1989 — 1989
Computer Programming
SUNY Oswego 1980 — 1984
Bachelor of Arts, English - Writing Arts
Terence M. McCormick Terence M. McCormick's BNY Mellon Experience 1995 - 2008
Job at Bloomberg
Industry Investment Management
Experience
Bloomberg LP Account RepBloombergNovember 2009 - Present
BlackRock October 2008 - April 2009
BNY Mellon Asset Mgmt 1995 - April 2008
BNY Mellon 1995 - 2008
The Bank of New York 1994 - 1995
The Bank of New York June 1993 - September 1994
Irving Trust Company September 1985 - June 1993
Skills
Corporate Finance, Financial Markets, Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Managment, Strategy, Asset Management, Risk Management, Management, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Management, Capital Markets, CRM, Relationship Management, Analysis, Mutual Funds, Alternative Investments, Finance, FX Options, Securities, Bonds, Trading Systems, Trading, Electronic Trading
Education
State University of New York at Stony Brook 2009 — 2009
Fordham University - Graduate School of Business Administration 1991 — 1994
Master of Business Administration (MBA), Finance
Southern Connecticut State University 1980 — 1984
B.S., Economics
St. Anthony's High School 1974 — 1978
Brentwood
Bloomberg LP Account RepBloombergNovember 2009 - Present
BlackRock October 2008 - April 2009
BNY Mellon Asset Mgmt 1995 - April 2008
BNY Mellon 1995 - 2008
The Bank of New York 1994 - 1995
The Bank of New York June 1993 - September 1994
Irving Trust Company September 1985 - June 1993
Skills
Corporate Finance, Financial Markets, Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Managment, Strategy, Asset Management, Risk Management, Management, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Management, Capital Markets, CRM, Relationship Management, Analysis, Mutual Funds, Alternative Investments, Finance, FX Options, Securities, Bonds, Trading Systems, Trading, Electronic Trading
Education
State University of New York at Stony Brook 2009 — 2009
Fordham University - Graduate School of Business Administration 1991 — 1994
Master of Business Administration (MBA), Finance
Southern Connecticut State University 1980 — 1984
B.S., Economics
St. Anthony's High School 1974 — 1978
Brentwood
Jeffrey Wooster Jeffrey Wooster's BNY Mellon Experience April 2015 - Present
Job Supervisor OTC Valuations and Pricing
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
HedgeServ March 2014 - April 2015
Deutsche Bank September 2012 - March 2014
Neuberger Berman April 2012 - September 2012
Brown Brothers Harriman March 2011 - April 2012
Apex Investment Services - Securities June 2010 - March 2011
Education
Fordham University 2012 — 2016
Master of Business Administration (M.B.A.), Pre MBA, 3.8
University of Rhode Island 2006 — 2010
Bachelor of Science Degree, Quantitative Economics
BNY Mellon April 2015 - Present
HedgeServ March 2014 - April 2015
Deutsche Bank September 2012 - March 2014
Neuberger Berman April 2012 - September 2012
Brown Brothers Harriman March 2011 - April 2012
Apex Investment Services - Securities June 2010 - March 2011
Education
Fordham University 2012 — 2016
Master of Business Administration (M.B.A.), Pre MBA, 3.8
University of Rhode Island 2006 — 2010
Bachelor of Science Degree, Quantitative Economics
Kevin Suttlehan Kevin Suttlehan's BNY Mellon Experience 2005 - 2012
Job Senior Vice President, SAR Control Officer at Western Union
Industry Financial Services
Experience
JPMorgan Chase March 2012 - October 2013
BNY Mellon 2005 - 2012
New York State Attorney General's Office 2003 - 2005
New York State Crime Proceeds Strike Force 2001 - 2005
New York State Attorney General's Office 2000 - 2004
New York County District Attorney's Office 1987 - 2000
The Special Narcotics Prosecutor's Office 1990 - 1997
Skills
Compliance, Fraud, Investigations, Internal Investigations, FCPA, USA PATRIOT Act, Anti-corruption, OFAC, Risk Assessment, AML, Private Investigations, Sanction, Enforcement, Securities Regulation, Corporate Governance, Securities, Regulations, Bank Secrecy Act, Financial Regulation, FINRA, KYC
Education
New York Law School 1984 — 1987
J.D.
Fordham University 1980 — 1984
B.A., Political Science
JPMorgan Chase March 2012 - October 2013
BNY Mellon 2005 - 2012
New York State Attorney General's Office 2003 - 2005
New York State Crime Proceeds Strike Force 2001 - 2005
New York State Attorney General's Office 2000 - 2004
New York County District Attorney's Office 1987 - 2000
The Special Narcotics Prosecutor's Office 1990 - 1997
Skills
Compliance, Fraud, Investigations, Internal Investigations, FCPA, USA PATRIOT Act, Anti-corruption, OFAC, Risk Assessment, AML, Private Investigations, Sanction, Enforcement, Securities Regulation, Corporate Governance, Securities, Regulations, Bank Secrecy Act, Financial Regulation, FINRA, KYC
Education
New York Law School 1984 — 1987
J.D.
Fordham University 1980 — 1984
B.A., Political Science
Emily A. Ciotoli, CFP®'s BNY Mellon Experience July 2013 - November 2014
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon July 2013 - November 2014
BNY Mellon May 2011 - June 2013
BNY Mellon August 2010 - May 2011
BNY Mellon October 2009 - August 2010
BNY Mellon August 2008 - October 2009
BNY Mellon May 2008 - August 2008
Skills
Hedge Funds, Portfolio Management, Securities, Mutual Funds, Leadership, CRM, Bloomberg, Management, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Management
Education
New York University 2013 — 2015
School of Continuing and Professional Studies, Certificate in Financial Planning
New York Banker's Association 2014 — 2014
Trust and Estate Administration School
Fordham University
B.A., Business Administration
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon July 2013 - November 2014
BNY Mellon May 2011 - June 2013
BNY Mellon August 2010 - May 2011
BNY Mellon October 2009 - August 2010
BNY Mellon August 2008 - October 2009
BNY Mellon May 2008 - August 2008
Skills
Hedge Funds, Portfolio Management, Securities, Mutual Funds, Leadership, CRM, Bloomberg, Management, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Management
Education
New York University 2013 — 2015
School of Continuing and Professional Studies, Certificate in Financial Planning
New York Banker's Association 2014 — 2014
Trust and Estate Administration School
Fordham University
B.A., Business Administration
Samantha Lukaszeski Samantha Lukaszeski's BNY Mellon Experience September 2006 - March 2010
Job AML Analyst at Bank of New York Mellon
Industry Banking
Experience
BNY Mellon September 2006 - March 2010
BNY Mellon September 2006 - March 2010
Bear Stearns February 2005 - July 2006
Porzio Bromberg August 2004 - January 2005
Kaye Scholer June 2004 - July 2004
Skadden Arps February 2004 - June 2004
Skills
Research, Investigation, Outlook, Banking, Excel, FINRA, Customer Relations, AML, Securities, Compliance, Microsoft Office, Due Diligence, Risk, SEC reporting, Risk Management, Legal Research, Risk Assessment, Lotus Notes, Analysis, Financial Analysis, OFAC, Access, USA PATRIOT Act, Westlaw, BSA, Fraud, KYC, Investigations
Education
Fordham University 1999 — 2003
Sociology/Psychology, Criminal Justice
Fordham University
Bachelors of Arts, Sociology; 2003
BNY Mellon September 2006 - March 2010
BNY Mellon September 2006 - March 2010
Bear Stearns February 2005 - July 2006
Porzio Bromberg August 2004 - January 2005
Kaye Scholer June 2004 - July 2004
Skadden Arps February 2004 - June 2004
Skills
Research, Investigation, Outlook, Banking, Excel, FINRA, Customer Relations, AML, Securities, Compliance, Microsoft Office, Due Diligence, Risk, SEC reporting, Risk Management, Legal Research, Risk Assessment, Lotus Notes, Analysis, Financial Analysis, OFAC, Access, USA PATRIOT Act, Westlaw, BSA, Fraud, KYC, Investigations
Education
Fordham University 1999 — 2003
Sociology/Psychology, Criminal Justice
Fordham University
Bachelors of Arts, Sociology; 2003
Jackie Cazar Jackie Cazar's BNY Mellon Experience 2003 - 2004
Job Lean Six Sigma for Regulatory Reporting
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
End to End Consulting 2004 - 2014
Aon Risk Solutions February 2012 - August 2013
Motorola Solutions 2010 - 2012
Motorola Solutions 2006 - 2012
BNY Mellon 2003 - 2004
Credit Acceptance Corporation 2002 - 2003
American Express 1998 - 2002
Skills
Business Process..., Change Management, Business Process, Operational Excellence, Process Improvement, Business Transformation, Cross-functional Team..., Risk Management, Strategy, Finance, Management, Six Sigma, Leadership, Lean Manufacturing, Strategic Planning, Banking, Business Process..., Operations Management, Process Engineering, Quality Management, Project Management, Lean Six Sigma, Business Development, Analytics, ERP, Integration, Management Consulting, End-to-End Process..., Customer Loyalty..., Lending/Banking..., Qualifications of..., Operational Efficiencies, Service Excellence, Regulatory Reporting, Program Management, DMAIC, Continuous Improvement, Service Quality, Consulting
Education
Fordham University 1997 — 1999
Business
Fordham University 1997 — 1999
Business and International Economics
Credit Suisse July 2014 - Present
End to End Consulting 2004 - 2014
Aon Risk Solutions February 2012 - August 2013
Motorola Solutions 2010 - 2012
Motorola Solutions 2006 - 2012
BNY Mellon 2003 - 2004
Credit Acceptance Corporation 2002 - 2003
American Express 1998 - 2002
Skills
Business Process..., Change Management, Business Process, Operational Excellence, Process Improvement, Business Transformation, Cross-functional Team..., Risk Management, Strategy, Finance, Management, Six Sigma, Leadership, Lean Manufacturing, Strategic Planning, Banking, Business Process..., Operations Management, Process Engineering, Quality Management, Project Management, Lean Six Sigma, Business Development, Analytics, ERP, Integration, Management Consulting, End-to-End Process..., Customer Loyalty..., Lending/Banking..., Qualifications of..., Operational Efficiencies, Service Excellence, Regulatory Reporting, Program Management, DMAIC, Continuous Improvement, Service Quality, Consulting
Education
Fordham University 1997 — 1999
Business
Fordham University 1997 — 1999
Business and International Economics
Anthony LiCalsi Anthony LiCalsi's BNY Mellon Experience May 2013 - Present
Job BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon May 2013 - Present
Insight Global August 2012 - May 2013
Forbo May 2002 - April 2012
New York Life 1997 - 2001
West Publishing 1994 - 1996
Skills
Lotus Notes, Lotus Domino, Java, javasc, html, CSS, VBA, SQL, Business Analysis, Business Intelligence, Data Analysis, Databases, ITIL, Integration, Networking, Project Management, Requirements Analysis, SAP, SDLC, Software Project..., System Administration, Windows, Windows Server, Business Process, HTML, IT Strategy, JavaScript, Management, Vendor Management
Education
Pace University 1991 — 1994
MS in CS, Computer Science
Fordham University 1986 — 1990
Bachelor of Science (BSc), Finance/Marketing, General
BNY Mellon May 2013 - Present
Insight Global August 2012 - May 2013
Forbo May 2002 - April 2012
New York Life 1997 - 2001
West Publishing 1994 - 1996
Skills
Lotus Notes, Lotus Domino, Java, javasc, html, CSS, VBA, SQL, Business Analysis, Business Intelligence, Data Analysis, Databases, ITIL, Integration, Networking, Project Management, Requirements Analysis, SAP, SDLC, Software Project..., System Administration, Windows, Windows Server, Business Process, HTML, IT Strategy, JavaScript, Management, Vendor Management
Education
Pace University 1991 — 1994
MS in CS, Computer Science
Fordham University 1986 — 1990
Bachelor of Science (BSc), Finance/Marketing, General
Paul Echausse Paul Echausse's BNY Mellon Experience Managing DirectorAlcentraMay 2007 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Managing DirectorAlcentraMay 2007 - Present
Skills
Mezzanine, Investment Banking, Restructuring, Asset Managment, Private Equity, Investments, Hedge Funds, Capital Markets, Corporate Finance, Equities
Education
Fordham University
Magna Cum Laude, Phi Beta Kappa
Fordham University School of Law
NYU Stern School of Business
BNY Mellon Managing DirectorAlcentraMay 2007 - Present
Skills
Mezzanine, Investment Banking, Restructuring, Asset Managment, Private Equity, Investments, Hedge Funds, Capital Markets, Corporate Finance, Equities
Education
Fordham University
Magna Cum Laude, Phi Beta Kappa
Fordham University School of Law
NYU Stern School of Business
Wanjun (Gracie) Wang Wanjun (Gracie) Wang's BNY Mellon Experience November 2013 - March 2014
Job ERS Consultant at Deloitte
Industry Financial Services
Experience
Deloitte April 2014 - Present
BNY Mellon November 2013 - March 2014
Nova Capital Global Markets March 2013 - November 2013
Better Business Bureau November 2012 - February 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Research, Leadership, Equity Research, Bloomberg Terminal, Financial Modeling, Valuation, Bloomberg, VBA, Time Management, Market Research, Outlook, Social Networking, Customer Service
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Business Enterprise, Business Administration and Management, General, 3.8/4.0
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, History
Affliated High School of South China Normal University 2005 — 2008
High School
Deloitte April 2014 - Present
BNY Mellon November 2013 - March 2014
Nova Capital Global Markets March 2013 - November 2013
Better Business Bureau November 2012 - February 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Research, Leadership, Equity Research, Bloomberg Terminal, Financial Modeling, Valuation, Bloomberg, VBA, Time Management, Market Research, Outlook, Social Networking, Customer Service
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Business Enterprise, Business Administration and Management, General, 3.8/4.0
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, History
Affliated High School of South China Normal University 2005 — 2008
High School
Renee Lanza-Mattson's BNY Mellon Experience June 2013 - May 2015
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
Shamir Arzeno Shamir Arzeno's BNY Mellon Experience August 2015 - September 2015
Job Lead Specialist at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
BNY Mellon August 2015 - September 2015
BNY Mellon July 2012 - September 2015
JPMorgan Chase December 2010 - July 2012
Cablevision May 2009 - December 2010
Skills
Outlook, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Insurance, Microsoft Word, Customer Satisfaction, Customer Service, Social Media, Banking, Negotiation, Hedge Funds, Collateral Management, Sales, Selling
Education
Fordham University 2006 — 2010
BA, Economics, Minor in Business Administration
Goldman Sachs September 2015 - Present
BNY Mellon August 2015 - September 2015
BNY Mellon July 2012 - September 2015
JPMorgan Chase December 2010 - July 2012
Cablevision May 2009 - December 2010
Skills
Outlook, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Insurance, Microsoft Word, Customer Satisfaction, Customer Service, Social Media, Banking, Negotiation, Hedge Funds, Collateral Management, Sales, Selling
Education
Fordham University 2006 — 2010
BA, Economics, Minor in Business Administration
Siliang(Ariel) Zhang Siliang(Ariel) Zhang's BNY Mellon Experience June 2011 - November 2011
Job Risk Analyst at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. March 2013 - Present
DTCC February 2012 - January 2013
BNY Mellon June 2011 - November 2011
Bank of China July 2009 - September 2009
China Securities Co., Ltd. July 2008 - August 2008
Skills
VBA, SAS, SQL, Visual C++, Matlab, Liquidity Risk, Credit Risk, Risk Management, VAR, Corporate Finance, Financial Modeling, Bloomberg, Statistics, Data Analysis, Asset Evaluation, Options, Quantitative Finance, Eviews, Quantitative Analytics, Market Risk, R, Derivatives, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MS, Quantitative Finance
Tianjin University of Finance and Economics 2006 — 2010
BS, International Economics and Trade
High School Attached To Shandong Normal University 2003 — 2006
High School
KCG Holdings, Inc. March 2013 - Present
DTCC February 2012 - January 2013
BNY Mellon June 2011 - November 2011
Bank of China July 2009 - September 2009
China Securities Co., Ltd. July 2008 - August 2008
Skills
VBA, SAS, SQL, Visual C++, Matlab, Liquidity Risk, Credit Risk, Risk Management, VAR, Corporate Finance, Financial Modeling, Bloomberg, Statistics, Data Analysis, Asset Evaluation, Options, Quantitative Finance, Eviews, Quantitative Analytics, Market Risk, R, Derivatives, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MS, Quantitative Finance
Tianjin University of Finance and Economics 2006 — 2010
BS, International Economics and Trade
High School Attached To Shandong Normal University 2003 — 2006
High School
Eleni Sfouggatakis Eleni Sfouggatakis's BNY Mellon Experience December 2007 - February 2011
Job
Industry Financial Services
Experience
Cablevision April 2015 - Present
Citi March 2011 - April 2015
BNY Mellon December 2007 - February 2011
Merrill Lynch June 2005 - November 2007
Goldman Sachs November 2004 - May 2005
Memorial Sloan-Kettering Cancer Center December 2002 - November 2004
National Basketball Association November 2000 - December 2002
Skills
Talent Acquisition, Onboarding, Recruiting, Employee Relations, Talent Management, PeopleSoft, Human Resources, Applicant Tracking..., HRIS, Deferred Compensation, Employee Benefits, Sourcing, Performance Management, Organizational..., Vendor Management, Succession Planning, College Recruiting, Employee Engagement, Coaching, Finance, Program Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management Systems
Fordham University
Bachelor’s Degree, Business Management
Cablevision April 2015 - Present
Citi March 2011 - April 2015
BNY Mellon December 2007 - February 2011
Merrill Lynch June 2005 - November 2007
Goldman Sachs November 2004 - May 2005
Memorial Sloan-Kettering Cancer Center December 2002 - November 2004
National Basketball Association November 2000 - December 2002
Skills
Talent Acquisition, Onboarding, Recruiting, Employee Relations, Talent Management, PeopleSoft, Human Resources, Applicant Tracking..., HRIS, Deferred Compensation, Employee Benefits, Sourcing, Performance Management, Organizational..., Vendor Management, Succession Planning, College Recruiting, Employee Engagement, Coaching, Finance, Program Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management Systems
Fordham University
Bachelor’s Degree, Business Management
Bill Wyman Bill Wyman's BNY Mellon Experience June 2008 - July 2010
Job CEO at Summitas
Industry Information Technology and Services
Experience
Summitas July 2010 - Present
BNY Mellon June 2008 - July 2010
Rockefeller & Co. March 2003 - April 2008
Deutsche Bank July 1996 - March 2003
J.P. Morgan & Co. November 1984 - June 1996
Skills
Product Development, Wealth Management, Start-ups, Management, Strategy, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Wealth, Capital Markets, Private Banking, Venture Capital, Asset Management, Product Management, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Marketing/Marketing Management, General
University of Notre Dame 1977 — 1981
BBA, Accounting
Summitas July 2010 - Present
BNY Mellon June 2008 - July 2010
Rockefeller & Co. March 2003 - April 2008
Deutsche Bank July 1996 - March 2003
J.P. Morgan & Co. November 1984 - June 1996
Skills
Product Development, Wealth Management, Start-ups, Management, Strategy, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Wealth, Capital Markets, Private Banking, Venture Capital, Asset Management, Product Management, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Marketing/Marketing Management, General
University of Notre Dame 1977 — 1981
BBA, Accounting
Sanjay Khurana Sanjay Khurana's BNY Mellon Experience September 2014 - Present
Job VP Capital Markets Controlling at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
Alvarez & Marsal June 2013 - May 2014
Thomson Reuters June 2012 - August 2012
Credit Suisse October 2009 - August 2011
UBS June 2006 - October 2009
Deutsche Bank June 2004 - June 2006
Skills
Financial Markets, Emerging Markets, Data Analysis, Financial Risk, Finance, Business Analysis, Product Control, FX Hedging, Financial Forecasting, Trend Forecasting, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
BNY Mellon September 2014 - Present
Alvarez & Marsal June 2013 - May 2014
Thomson Reuters June 2012 - August 2012
Credit Suisse October 2009 - August 2011
UBS June 2006 - October 2009
Deutsche Bank June 2004 - June 2006
Skills
Financial Markets, Emerging Markets, Data Analysis, Financial Risk, Finance, Business Analysis, Product Control, FX Hedging, Financial Forecasting, Trend Forecasting, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Matthew W. Hamilton, CIMA® Matthew W. Hamilton, CIMA®'s BNY Mellon Experience May 2007 - Present
Job Head of RIA & Family Office Distribution
Industry Financial Services
Experience
BNY Mellon May 2007 - Present
UBS 2004 - 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Investment Strategies, ETFs, Investment Advisory, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Management, Fund Of Funds, High Net Worth..., Series 7, Series 63, Financial Advisory, Securities, Wealth Management, Bloomberg, Series 6, Bonds, Portfolio Management, Wealth Management..., Retirement Planning, Financial Services, Wealth, Capital Markets, Equity Research, Strategic Financial..., Morningstar, Series 65, Series 24, FINRA, Uniform Combined State..., 401k, Retirement, Institutional..., Financial Markets, Options, Bloomberg Terminal, Absolute Return
Education
University of California, Berkeley - Walter A. Haas School of Business
Fordham University
Avon Old Farms
BNY Mellon May 2007 - Present
UBS 2004 - 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Investment Strategies, ETFs, Investment Advisory, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Management, Fund Of Funds, High Net Worth..., Series 7, Series 63, Financial Advisory, Securities, Wealth Management, Bloomberg, Series 6, Bonds, Portfolio Management, Wealth Management..., Retirement Planning, Financial Services, Wealth, Capital Markets, Equity Research, Strategic Financial..., Morningstar, Series 65, Series 24, FINRA, Uniform Combined State..., 401k, Retirement, Institutional..., Financial Markets, Options, Bloomberg Terminal, Absolute Return
Education
University of California, Berkeley - Walter A. Haas School of Business
Fordham University
Avon Old Farms
Frederik Sziszak Frederik Sziszak's BNY Mellon Experience September 2011 - March 2014
Job Treasury Capital Management Vice President at CIT
Industry Financial Services
Experience
CIT December 2014 - Present
HSBC March 2014 - December 2014
BNY Mellon September 2011 - March 2014
BNY Mellon September 2010 - September 2011
BNY Mellon June 2008 - September 2010
Bally Total Fitness May 2003 - June 2008
United States Air Force January 2000 - April 2003
Skills
Financial Modeling, Portfolio Management, Financial Risk, Credit Risk, Corporate Finance, Banking, Basel II, Credit, Strategy, Financial Services, Analysis, Forecasting, Management, Enterprise Risk..., Treasury, Treasury Management, Economic Capital, Cash Flow, Structured Products, Basel III, Change Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance, Concentration: Company and Equity valuations
Rutgers, The State University of New Jersey-Newark 2006 — 2008
B.S., Economics
Park University 2001 — 2005
A.S., Business Management
CIT December 2014 - Present
HSBC March 2014 - December 2014
BNY Mellon September 2011 - March 2014
BNY Mellon September 2010 - September 2011
BNY Mellon June 2008 - September 2010
Bally Total Fitness May 2003 - June 2008
United States Air Force January 2000 - April 2003
Skills
Financial Modeling, Portfolio Management, Financial Risk, Credit Risk, Corporate Finance, Banking, Basel II, Credit, Strategy, Financial Services, Analysis, Forecasting, Management, Enterprise Risk..., Treasury, Treasury Management, Economic Capital, Cash Flow, Structured Products, Basel III, Change Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance, Concentration: Company and Equity valuations
Rutgers, The State University of New Jersey-Newark 2006 — 2008
B.S., Economics
Park University 2001 — 2005
A.S., Business Management
Nadezda Korn's BNY Mellon Experience May 2012 - December 2013
Job PMO Consultant (Axelon) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Robert J Stearns Robert J Stearns's BNY Mellon Experience April 2011 - September 2011
Job Licensed Real Estate Salesperson, Halstead Property
Industry Real Estate
Experience
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Peter Danniballe Peter Danniballe's BNY Mellon Experience August 2013 - Present
Job ACCOUNT MANAGER / WORKFLOW LEAD BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
The Bank of New York Mellon October 2005 - August 2013
HLV Capital October 2004 - September 2005
Alliance Capital Management October 2001 - September 2004
Skills
Fixed Income, Securities, Equities, Bloomberg, Derivatives, Portfolio Management, Capital Markets, Financial Analysis, Investments, Asset Managment, Financial Modeling, Banking, Financial Services, Financial Markets, Bonds, Middle Office, Back Office, Hedge Funds, Collateral Management, Client Relations Skills, Research, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Bank Reconciliation, Quality Assurance, Algo, sushi, Piano, Golf, Options, Credit
Education
Fordham University 1997 — 2001
BS, Finance
BNY Mellon August 2013 - Present
The Bank of New York Mellon October 2005 - August 2013
HLV Capital October 2004 - September 2005
Alliance Capital Management October 2001 - September 2004
Skills
Fixed Income, Securities, Equities, Bloomberg, Derivatives, Portfolio Management, Capital Markets, Financial Analysis, Investments, Asset Managment, Financial Modeling, Banking, Financial Services, Financial Markets, Bonds, Middle Office, Back Office, Hedge Funds, Collateral Management, Client Relations Skills, Research, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Bank Reconciliation, Quality Assurance, Algo, sushi, Piano, Golf, Options, Credit
Education
Fordham University 1997 — 2001
BS, Finance
Cynthia (Cindy) Magno Cynthia (Cindy) Magno's BNY Mellon Experience October 2013 - Present
Job Vice President Risk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
BNY Mellon May 2012 - September 2013
BNY Mellon August 2005 - May 2012
Deutsche Bank October 2003 - July 2005
Skills
AML, OFAC, KYC, Anti Money Laundering, Financial Risk, Securities, Banking, Due Diligence, Risk Management, Operational Risk..., Financial Services, CIP, Regulations, Sanction, Internal Audit, Financial Regulation, FINRA, USA PATRIOT Act, Compliance, SAR, CAMS, Regulatory Affairs, Bank Secrecy Act, Foreign Affairs, Capital Markets, Fraud, Operational Risk, Risk Appetite, Financial Institutions, Risk Management..., Choicepoint, Ethics, Securities Regulation, Sanctions, Anti-Money Laundering, BSA, Office of Foreign..., GoldTier, SMART, LexisNexis, Policies and Procedures, ACAMS, BCBS, Metrics, Dashboard Metrics, Enterprise Risk...
Education
Fordham University
Bachelor of Arts (BA), Political Science
BNY Mellon October 2013 - Present
BNY Mellon May 2012 - September 2013
BNY Mellon August 2005 - May 2012
Deutsche Bank October 2003 - July 2005
Skills
AML, OFAC, KYC, Anti Money Laundering, Financial Risk, Securities, Banking, Due Diligence, Risk Management, Operational Risk..., Financial Services, CIP, Regulations, Sanction, Internal Audit, Financial Regulation, FINRA, USA PATRIOT Act, Compliance, SAR, CAMS, Regulatory Affairs, Bank Secrecy Act, Foreign Affairs, Capital Markets, Fraud, Operational Risk, Risk Appetite, Financial Institutions, Risk Management..., Choicepoint, Ethics, Securities Regulation, Sanctions, Anti-Money Laundering, BSA, Office of Foreign..., GoldTier, SMART, LexisNexis, Policies and Procedures, ACAMS, BCBS, Metrics, Dashboard Metrics, Enterprise Risk...
Education
Fordham University
Bachelor of Arts (BA), Political Science
Sebastian Martell Sebastian Martell's BNY Mellon Experience January 2013 - June 2013
Job Financial Analyst at Stryker
Industry Medical Devices
Experience
Stryker June 2013 - Present
BNY Mellon January 2013 - June 2013
Northwestern Mutual August 2010 - December 2012
Skills
Series 63, Investments, Mutual Funds, Equities, Securities, Bloomberg Terminal, Wealth Management, Bloomberg, Fixed Income, Financial Analysis, Strategic Financial..., Asset Management, Alternative Investments, Options, Capital Markets, Valuation, Finance, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Corporate Finance, Financial Markets, Derivatives, Bonds, Trading, Risk Management, Economics
Education
Fordham Prep 2000 — 2004
Fordham University
BS, Finance, Economics
Stryker June 2013 - Present
BNY Mellon January 2013 - June 2013
Northwestern Mutual August 2010 - December 2012
Skills
Series 63, Investments, Mutual Funds, Equities, Securities, Bloomberg Terminal, Wealth Management, Bloomberg, Fixed Income, Financial Analysis, Strategic Financial..., Asset Management, Alternative Investments, Options, Capital Markets, Valuation, Finance, Financial Modeling, Portfolio Management, Financial Services, Hedge Funds, Corporate Finance, Financial Markets, Derivatives, Bonds, Trading, Risk Management, Economics
Education
Fordham Prep 2000 — 2004
Fordham University
BS, Finance, Economics
Rodger Kraft Rodger Kraft's BNY Mellon Experience June 2015 - Present
Job MD CAO Compliance and Head of Global Compliance Monitoring at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon May 2007 - June 2015
Merrill Lynch February 2001 - April 2007
J.P. Morgan November 1994 - January 2001
Citi December 1981 - November 1984
Arthur Young (Ernst & Young) July 1978 - December 1981
Skills
Operational Risk, Auditing, Financial Risk, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Asset Management, Finance, Corporate Finance, External Audit, Capital Markets, Investment Banking, Financial Services
Education
NYU Stern School of Business 1982 — 1988
MBA, Finance
Fordham University 1975 — 1978
BS, Accounting
BNY Mellon June 2015 - Present
BNY Mellon May 2007 - June 2015
Merrill Lynch February 2001 - April 2007
J.P. Morgan November 1994 - January 2001
Citi December 1981 - November 1984
Arthur Young (Ernst & Young) July 1978 - December 1981
Skills
Operational Risk, Auditing, Financial Risk, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Asset Management, Finance, Corporate Finance, External Audit, Capital Markets, Investment Banking, Financial Services
Education
NYU Stern School of Business 1982 — 1988
MBA, Finance
Fordham University 1975 — 1978
BS, Accounting
Morgan Vazquez Morgan Vazquez's BNY Mellon Experience August 2015 - Present
Job Vice President, Senior Recruiter Campus Strategy & Pipeline Development at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan Chase July 2009 - June 2013
Education
Fordham University 2009 — 2013
B.A., Sociology/Communication & Media Studies, Summa Cum Laude
BNY Mellon August 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan Chase July 2009 - June 2013
Education
Fordham University 2009 — 2013
B.A., Sociology/Communication & Media Studies, Summa Cum Laude
Joseph Mancino Joseph Mancino's BNY Mellon Experience September 2007 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2007 - Present
Wells Fargo April 2005 - August 2007
General Re Financial Products 1994 - 2002
Skills
Asset Management, Investments, Securities, Investment Banking, Portfolio Management, Mutual Funds, Business Management..., Equity Derivatives, Equity Trading, Product Control, Options, ETFs, FINRA, Financial Markets, Trading Systems, Middle Office, Prime Brokerage, Financial Services, Trading, FX Options, Relationship Management, Structured Products, Commodity, Credit Risk, Swaps, Risk Management, Fund Of Funds, Interest Rate..., Emerging Markets, Market Data, Series 63, Finance, Investment Strategies, Credit Derivatives, Financial Risk, Proprietary Trading, Series 7, Operational Risk, Wealth Management, Banking, Valuation, Back Office, Bonds, Market Risk, Bloomberg, Foreign Exchange, Private Equity, Private Banking, Structured Finance, Derivatives
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science (BS), Economics
BNY Mellon September 2007 - Present
Wells Fargo April 2005 - August 2007
General Re Financial Products 1994 - 2002
Skills
Asset Management, Investments, Securities, Investment Banking, Portfolio Management, Mutual Funds, Business Management..., Equity Derivatives, Equity Trading, Product Control, Options, ETFs, FINRA, Financial Markets, Trading Systems, Middle Office, Prime Brokerage, Financial Services, Trading, FX Options, Relationship Management, Structured Products, Commodity, Credit Risk, Swaps, Risk Management, Fund Of Funds, Interest Rate..., Emerging Markets, Market Data, Series 63, Finance, Investment Strategies, Credit Derivatives, Financial Risk, Proprietary Trading, Series 7, Operational Risk, Wealth Management, Banking, Valuation, Back Office, Bonds, Market Risk, Bloomberg, Foreign Exchange, Private Equity, Private Banking, Structured Finance, Derivatives
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science (BS), Economics
Meredith Mazzari Meredith Mazzari's BNY Mellon Experience June 2009 - August 2009
Job Senior Consultant at FTI Consulting
Industry Accounting
Experience
FTI Consulting September 2015 - Present
Deloitte September 2012 - September 2015
Deloitte June 2011 - August 2011
Deloitte June 2010 - August 2010
BNY Mellon June 2009 - August 2009
Lazard July 2004 - July 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Conversational Spanish, Auditing, Accounting, Financial Accounting
Education
Fordham University
Bachelor of Science (B.S.), Accounting
Fordham University - Graduate School of Business Administration
Master's degree, Professional Accounting
FTI Consulting September 2015 - Present
Deloitte September 2012 - September 2015
Deloitte June 2011 - August 2011
Deloitte June 2010 - August 2010
BNY Mellon June 2009 - August 2009
Lazard July 2004 - July 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Conversational Spanish, Auditing, Accounting, Financial Accounting
Education
Fordham University
Bachelor of Science (B.S.), Accounting
Fordham University - Graduate School of Business Administration
Master's degree, Professional Accounting
Emily Harman's BNY Mellon Experience June 2015 - Present
Job Rotational Development Program Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon September 2014 - May 2015
Student Managed Investment Fund, Fordham University January 2014 - December 2014
BNY Mellon June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
State of New Jersey May 2012 - August 2012
State of New Jersey June 2011 - August 2011
New Jersey Office of Legislative Services June 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Customer Service, PowerPoint, Sales, Public Speaking, Social Media Marketing, Finance, Investments, Marketing, Social Media, Financial Analysis, Social Networking, Facebook, Data Analysis
Education
Fordham University 2011 — 2015
Bachelor of Science, Major: Business Administration, Concentrations: Finance, Entrepreneurship, International Business
Fordham University London Centre 2013 — 2013
Study Abroad Program
Monmouth County Vocational School District 2007 — 2011
Communications High School
BNY Mellon June 2015 - Present
BNY Mellon September 2014 - May 2015
Student Managed Investment Fund, Fordham University January 2014 - December 2014
BNY Mellon June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
State of New Jersey May 2012 - August 2012
State of New Jersey June 2011 - August 2011
New Jersey Office of Legislative Services June 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Customer Service, PowerPoint, Sales, Public Speaking, Social Media Marketing, Finance, Investments, Marketing, Social Media, Financial Analysis, Social Networking, Facebook, Data Analysis
Education
Fordham University 2011 — 2015
Bachelor of Science, Major: Business Administration, Concentrations: Finance, Entrepreneurship, International Business
Fordham University London Centre 2013 — 2013
Study Abroad Program
Monmouth County Vocational School District 2007 — 2011
Communications High School
Anthony Stanziano's BNY Mellon Experience July 2001 - February 2004
Job Associate Relationship Manager at First Republic Bank
Industry Investment Management
Experience
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
Blake Bisciotti Blake Bisciotti's BNY Mellon Experience May 2004 - June 2005
Job Vice President/Client Account Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
Brendan Offer Brendan Offer's BNY Mellon Experience July 2015 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
JPMorgan Chase July 2013 - Present
UnitedHealth Group June 2012 - August 2012
NYSE Euronext June 2011 - August 2011
Hollister Co. June 2010 - August 2010
Skills
Databases, Java, SQL, Microsoft Office, Microsoft Excel, DB2, PowerPoint, Microsoft Word, C++, CSS, C, Programming, Windows, Spring
Education
Fordham University 2009 — 2013
B.S., Computer Science
Don Bosco Prep 2005 — 2009
BNY Mellon July 2015 - Present
JPMorgan Chase July 2013 - Present
UnitedHealth Group June 2012 - August 2012
NYSE Euronext June 2011 - August 2011
Hollister Co. June 2010 - August 2010
Skills
Databases, Java, SQL, Microsoft Office, Microsoft Excel, DB2, PowerPoint, Microsoft Word, C++, CSS, C, Programming, Windows, Spring
Education
Fordham University 2009 — 2013
B.S., Computer Science
Don Bosco Prep 2005 — 2009
T. Matthew Wynne T. Matthew Wynne's BNY Mellon Experience March 2014 - Present
Job Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
UBS November 2013 - March 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Social Media, Teamwork, Facebook, Research, Marketing, Social Networking, Financial Analysis, Customer Service
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2006 — 2009
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
UBS November 2013 - March 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Social Media, Teamwork, Facebook, Research, Marketing, Social Networking, Financial Analysis, Customer Service
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2006 — 2009
Rashaan D. Farrelly Rashaan D. Farrelly's BNY Mellon Experience November 2012 - Present
Job Director, Relationship Executive at Virtus ETF Solutions
Industry Financial Services
Experience
Virtus ETF Solutions August 2015 - Present
BNY Mellon November 2012 - Present
BNY Mellon 2011 - November 2012
BNY Mellon 2008 - 2011
BNY Mellon 2004 - 2008
BNY Mellon - Asset Servicing 2003 - 2004
Skills
New Business Conversion..., Client Relationship..., Mutual Funds, Securities, Fixed Income, Equities, Investments, Financial Services, CRM, Relationship Management, Capital Markets, ETFs, Accounting, Investment Management, Finance, Investment Strategies, Financial Analysis, Asset Management, Fund Accounting, Banking, Management, Corporate Actions, Financial Markets, Bonds, Trading
Education
Fordham Gabelli School of Business 2004 — 2007
Masters of Business Administration, Finance & Management
LIU Post 1995 — 1999
Bachelors of Science, Marketing
Regents College - London, England 1998 — 1998
Marketing
Virtus ETF Solutions August 2015 - Present
BNY Mellon November 2012 - Present
BNY Mellon 2011 - November 2012
BNY Mellon 2008 - 2011
BNY Mellon 2004 - 2008
BNY Mellon - Asset Servicing 2003 - 2004
Skills
New Business Conversion..., Client Relationship..., Mutual Funds, Securities, Fixed Income, Equities, Investments, Financial Services, CRM, Relationship Management, Capital Markets, ETFs, Accounting, Investment Management, Finance, Investment Strategies, Financial Analysis, Asset Management, Fund Accounting, Banking, Management, Corporate Actions, Financial Markets, Bonds, Trading
Education
Fordham Gabelli School of Business 2004 — 2007
Masters of Business Administration, Finance & Management
LIU Post 1995 — 1999
Bachelors of Science, Marketing
Regents College - London, England 1998 — 1998
Marketing
Christopher Guarino Christopher Guarino's BNY Mellon Experience May 2015 - Present
Job
Industry Investment Management
Experience
BNY Mellon May 2015 - Present
Inverness Counsel LLC December 2011 - April 2015
Merrill Lynch March 2010 - December 2011
HSBC Retail Banking and Wealth Management July 2008 - November 2009
TD July 2006 - July 2008
Washington Mutual Bank May 2004 - May 2006
Skills
Middle Office, Equities, Settlements, Wealth Management, Securities, Reconciliation, Back Office, Options, Bonds, Bloomberg, Mutual Funds, Banking, Front Office, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Office, Microsoft Powerpoint
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
BNY Mellon May 2015 - Present
Inverness Counsel LLC December 2011 - April 2015
Merrill Lynch March 2010 - December 2011
HSBC Retail Banking and Wealth Management July 2008 - November 2009
TD July 2006 - July 2008
Washington Mutual Bank May 2004 - May 2006
Skills
Middle Office, Equities, Settlements, Wealth Management, Securities, Reconciliation, Back Office, Options, Bonds, Bloomberg, Mutual Funds, Banking, Front Office, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Office, Microsoft Powerpoint
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
Nicole Filingeri Nicole Filingeri's BNY Mellon Experience April 2004 - June 2007
Job Vice PresidentInstitutional & Third Party Operations at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
Stephen R. Brennan Stephen R. Brennan's BNY Mellon Experience March 1996 - February 1998
Job Managing Director at Hamilton Lane
Industry Venture Capital & Private Equity
Experience
Hamilton Lane September 2002 - Present
Goldman Sachs February 1998 - September 2002
BNY Mellon March 1996 - February 1998
Skills
Venture Capital, Alternative Investments, Equities, Private Equity, Capital Markets, Investor Relations, Asset Managment, Fixed Income, Securities, Valuation, Asset Management, Due Diligence, Asset Allocation, Fund Of Funds, Financial Modeling, Investment Strategies, Hedge Funds, Investments, Investment Management, Emerging Markets, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Loyola University Maryland 1989 — 1993
BBA, Marketing
Hamilton Lane September 2002 - Present
Goldman Sachs February 1998 - September 2002
BNY Mellon March 1996 - February 1998
Skills
Venture Capital, Alternative Investments, Equities, Private Equity, Capital Markets, Investor Relations, Asset Managment, Fixed Income, Securities, Valuation, Asset Management, Due Diligence, Asset Allocation, Fund Of Funds, Financial Modeling, Investment Strategies, Hedge Funds, Investments, Investment Management, Emerging Markets, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Loyola University Maryland 1989 — 1993
BBA, Marketing
Andrew De Gasperi Andrew De Gasperi's BNY Mellon Experience June 2006 - April 2010
Job
Industry Financial Services
Experience
Macquarie Group July 2015 - Present
Macquarie Group November 2011 - June 2015
Maxim Group June 2011 - November 2011
Ardour Capital Investments January 2011 - June 2011
BNY Mellon June 2006 - April 2010
INSTINET LLC January 2001 - January 2006
Skills
Financial Modeling, Analysis, Valuation, Investments, Business Development, Management, Equities, Bloomberg, Capital Markets, Equity Research, Series 7, Derivatives, Research, Hedge Funds, Foreign Exchange, Financial Markets, Options, Due Diligence, Securities, Fixed Income, Mutual Funds, Microsoft Excel, Equity Trading, Financial Services, Alternative Investments
Education
Fordham Gabelli School of Business 2008 — 2010
M.B.A, Finance; Investment Management
State University of New York at Stony Brook 1995 — 1999
B.S, Biology
Macquarie Group July 2015 - Present
Macquarie Group November 2011 - June 2015
Maxim Group June 2011 - November 2011
Ardour Capital Investments January 2011 - June 2011
BNY Mellon June 2006 - April 2010
INSTINET LLC January 2001 - January 2006
Skills
Financial Modeling, Analysis, Valuation, Investments, Business Development, Management, Equities, Bloomberg, Capital Markets, Equity Research, Series 7, Derivatives, Research, Hedge Funds, Foreign Exchange, Financial Markets, Options, Due Diligence, Securities, Fixed Income, Mutual Funds, Microsoft Excel, Equity Trading, Financial Services, Alternative Investments
Education
Fordham Gabelli School of Business 2008 — 2010
M.B.A, Finance; Investment Management
State University of New York at Stony Brook 1995 — 1999
B.S, Biology
Christine Park's BNY Mellon Experience Manage a team of investment professionals and work directly with clients in creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs.$
Job Senior Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Manage a team of investment professionals and work directly with clients in creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs.$
Skills
Wealth Management, Investments, Wealth Management..., Portfolio Management, Fixed Income, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Securities, Investment Management, Private Banking
Education
Fordham University 1993 — 1995
Master of Business Administration (MBA), Finance, General
Syracuse University 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
John Dewey High School
BNY Mellon Manage a team of investment professionals and work directly with clients in creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs.$
Skills
Wealth Management, Investments, Wealth Management..., Portfolio Management, Fixed Income, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Securities, Investment Management, Private Banking
Education
Fordham University 1993 — 1995
Master of Business Administration (MBA), Finance, General
Syracuse University 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
John Dewey High School
Richard R. Rodelli Richard R. Rodelli's BNY Mellon Experience January 1990 - January 1995
Job President of Thermo Electric Company, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Thermo Electric Company, Inc. January 2005 - Present
BNY Capital Markets Inc. January 1995 - March 1998
BNY Mellon January 1990 - January 1995
IrvingTrust Company May 1980 - January 1989
Skills
New Business Development, Sales Management, Negotiation, Marketing Strategy, Turn Around Management, M&A Managment, Strong Legal & Writing..., Strong Professional..., Strong Interpersonal..., Strong Public Speaking..., Mergers, Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA), Finance & International Business Management
Institut Catholique de Paris 1976 — 1978
Bachelor of Arts (B.A.), Philosophy
Fordham College at Rose Hill
Bachelor of Arts (B.A.), English, Philosophy, Language andLiterature/Letters
Thermo Electric Company, Inc. January 2005 - Present
BNY Capital Markets Inc. January 1995 - March 1998
BNY Mellon January 1990 - January 1995
IrvingTrust Company May 1980 - January 1989
Skills
New Business Development, Sales Management, Negotiation, Marketing Strategy, Turn Around Management, M&A Managment, Strong Legal & Writing..., Strong Professional..., Strong Interpersonal..., Strong Public Speaking..., Mergers, Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA), Finance & International Business Management
Institut Catholique de Paris 1976 — 1978
Bachelor of Arts (B.A.), Philosophy
Fordham College at Rose Hill
Bachelor of Arts (B.A.), English, Philosophy, Language andLiterature/Letters
Christine A Budzynski's BNY Mellon Experience November 1997 - March 1999
Job Senior Programming Analyst/Technical Consultant
Industry Computer Software
Experience
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
Nigel Bishop PMP CSM's BNY Mellon Experience June 2004 - June 2006
Job Project Management Professional Immediately Available
Industry Information Technology and Services
Experience
RBS Markets and International Banking September 2014 - Present
Bank of America 2014 - 2014
Bank of America 2014 - 2014
Marsh & McLennan Companies, Inc. October 2011 - August 2013
UBS Investment Bank October 2010 - July 2011
Alliance Bernstein June 2006 - October 2010
BNY Mellon June 2004 - June 2006
J P Morgan Chase October 2004 - June 2005
Deustche Bank 2002 - 2003
Morgan Stanley 1991 - 2002
Skills
Application Development, Composition, SDLC, PMO, Portfolio Management, Project Managers, Infrastructure..., Software Development, Data Center, CRM, Program Management, Project Management, Change Management, Resource Management, ITIL, IT Management, Vendor Management, Strategy, PMP, Product Management, Business Analysis, Management, Governance, Information Technology, Outsourcing, Financial Services, Business Process..., Security, Risk Management, Infrastructure, Executive Management, Integration, Disaster Recovery, Consulting, Business Process, Process Improvement, Project Portfolio..., Strategic Planning, IT Strategy, Service Delivery, Enterprise Architecture, Project Delivery, Software Project..., Requirements Analysis
Education
Fordham University 2004 — 2007
MSW, Clinical Social Work, 4.0
The Open University 1985 — 1991
BSc (hons), Business Administration and Management, General, 3.8
University of London 1985 — 1991
BSc (hons), Mathematics, Statistics and Computer Science, 3.8
RBS Markets and International Banking September 2014 - Present
Bank of America 2014 - 2014
Bank of America 2014 - 2014
Marsh & McLennan Companies, Inc. October 2011 - August 2013
UBS Investment Bank October 2010 - July 2011
Alliance Bernstein June 2006 - October 2010
BNY Mellon June 2004 - June 2006
J P Morgan Chase October 2004 - June 2005
Deustche Bank 2002 - 2003
Morgan Stanley 1991 - 2002
Skills
Application Development, Composition, SDLC, PMO, Portfolio Management, Project Managers, Infrastructure..., Software Development, Data Center, CRM, Program Management, Project Management, Change Management, Resource Management, ITIL, IT Management, Vendor Management, Strategy, PMP, Product Management, Business Analysis, Management, Governance, Information Technology, Outsourcing, Financial Services, Business Process..., Security, Risk Management, Infrastructure, Executive Management, Integration, Disaster Recovery, Consulting, Business Process, Process Improvement, Project Portfolio..., Strategic Planning, IT Strategy, Service Delivery, Enterprise Architecture, Project Delivery, Software Project..., Requirements Analysis
Education
Fordham University 2004 — 2007
MSW, Clinical Social Work, 4.0
The Open University 1985 — 1991
BSc (hons), Business Administration and Management, General, 3.8
University of London 1985 — 1991
BSc (hons), Mathematics, Statistics and Computer Science, 3.8
William Baroniunas, MBA's BNY Mellon Experience January 1991 - December 1993
Job
Industry Computer Software
Experience
Apptio June 2014 - Present
Apptio October 2012 - May 2014
Apptio April 2011 - September 2012
Cisco Systems March 2010 - February 2011
Red Hat, Inc. September 2005 - December 2009
Cold Spring Harbor Laboratory April 2004 - September 2005
Baron Software Services, Inc. January 1994 - April 2004
Central Park Conservancy 2000 - 2003
CrossMar 1996 - 2000
BNY Mellon January 1991 - December 1993
Skills
Strategy, SaaS, Business Process, Requirements Analysis, Analysis, Management, Software Development, Databases, Leadership, Data Analysis, Testing, Access, Finance, Data Modeling, Export, Vendor Management, Process Improvement, Project Planning, Business Process..., Training, Cloud Computing, Microsoft SQL Server, Open Source, Business Analysis, MySQL, Budgets, Patents, Entrepreneurship, Enterprise Software, Licensing, Intellectual Property, IT Service Management, Database Design, Program Management, Professional Services, Forecasting, Business Intelligence, SDLC, Consulting
Education
Fordham Gabelli School of Business 1991 — 1997
MBA, Finance
Saint John's University 1982 — 1984
BS, Computer Science
Nassau Community College 1980 — 1982
AAS, Liberal Arts
Apptio June 2014 - Present
Apptio October 2012 - May 2014
Apptio April 2011 - September 2012
Cisco Systems March 2010 - February 2011
Red Hat, Inc. September 2005 - December 2009
Cold Spring Harbor Laboratory April 2004 - September 2005
Baron Software Services, Inc. January 1994 - April 2004
Central Park Conservancy 2000 - 2003
CrossMar 1996 - 2000
BNY Mellon January 1991 - December 1993
Skills
Strategy, SaaS, Business Process, Requirements Analysis, Analysis, Management, Software Development, Databases, Leadership, Data Analysis, Testing, Access, Finance, Data Modeling, Export, Vendor Management, Process Improvement, Project Planning, Business Process..., Training, Cloud Computing, Microsoft SQL Server, Open Source, Business Analysis, MySQL, Budgets, Patents, Entrepreneurship, Enterprise Software, Licensing, Intellectual Property, IT Service Management, Database Design, Program Management, Professional Services, Forecasting, Business Intelligence, SDLC, Consulting
Education
Fordham Gabelli School of Business 1991 — 1997
MBA, Finance
Saint John's University 1982 — 1984
BS, Computer Science
Nassau Community College 1980 — 1982
AAS, Liberal Arts
Isaac Barrocas's BNY Mellon Experience December 2005 - Present
Job Senior Director of Portfolio Management, LATAM, at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon December 2005 - Present
Bank Hapoalim June 1998 - October 2005
Societe Generale June 1994 - January 1998
Skills
Fixed Income, Portfolio Management, Spanish, Wealth Management, Investments, Alternative Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Managment, Financial Markets, Options, Private Banking, Securities, Emerging Markets, Equities, Series 7, Investment Strategies, FX Options, Bloomberg, Mutual Funds, Bonds, Investment Banking, Derivatives, Structured Products, Investment Management, Financial Services, Trading, Private Equity, ETFs, Financial Advisory, High Net Worth..., Hedging, Equity Research, Wealth Management..., Asset Management, Equity Trading, Series 63
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
BNY Mellon December 2005 - Present
Bank Hapoalim June 1998 - October 2005
Societe Generale June 1994 - January 1998
Skills
Fixed Income, Portfolio Management, Spanish, Wealth Management, Investments, Alternative Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Managment, Financial Markets, Options, Private Banking, Securities, Emerging Markets, Equities, Series 7, Investment Strategies, FX Options, Bloomberg, Mutual Funds, Bonds, Investment Banking, Derivatives, Structured Products, Investment Management, Financial Services, Trading, Private Equity, ETFs, Financial Advisory, High Net Worth..., Hedging, Equity Research, Wealth Management..., Asset Management, Equity Trading, Series 63
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Corey Washington's BNY Mellon Experience February 2013 - May 2015
Job Head of Compensation for Private Banking and Investment Mgmt at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
Kevin Herlihy's BNY Mellon Experience 2010 - 2012
Job Client Relations and Marketing at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners March 2012 - Present
BNY Mellon 2010 - 2012
BlackRock 2006 - 2009
Robeco Investment Management 2004 - 2006
Ark Asset Management 1997 - 2004
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Fordham University
BS, Management/Marketing
Epoch Investment Partners March 2012 - Present
BNY Mellon 2010 - 2012
BlackRock 2006 - 2009
Robeco Investment Management 2004 - 2006
Ark Asset Management 1997 - 2004
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Fordham University
BS, Management/Marketing
Joe Cervelli's BNY Mellon Experience May 1992 - July 1993
Job Executive Director at CIBC World Markets
Industry Banking
Experience
CIBC World Markets January 2001 - Present
Office.com December 1996 - December 2000
Essex Corporation July 1993 - December 1996
BNY Mellon May 1992 - July 1993
Skills
Highly Proficient in MS..., Private Equity, Commercial Real Estate, Banking, Merchant Banking, Fixed Income, Financial Reporting, SOX, Investment Banking, Middle Office, Product Control, Equity Trading
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Accounting
University of Richmond 1988 — 1992
Bachelor of Arts, Economics & American Studies
CIBC World Markets January 2001 - Present
Office.com December 1996 - December 2000
Essex Corporation July 1993 - December 1996
BNY Mellon May 1992 - July 1993
Skills
Highly Proficient in MS..., Private Equity, Commercial Real Estate, Banking, Merchant Banking, Fixed Income, Financial Reporting, SOX, Investment Banking, Middle Office, Product Control, Equity Trading
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Accounting
University of Richmond 1988 — 1992
Bachelor of Arts, Economics & American Studies
Diane Wiley's BNY Mellon Experience June 1995 - July 1997
Job SVP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 1997 - Present
BNY Mellon June 1995 - July 1997
Bankers Trust Company July 1990 - April 1995
Skills
Fixed Income, Securities, Global Custody, Mutual Funds, Investments, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Capital Markets, Banking, Portfolio Management, Risk Management, Investment Management, Asset Allocation, Series 7, Bloomberg, Financial Services, Corporate Actions
Education
NYU Stern School of Business 1975 — 1982
MBA, International Marketing
Fordham University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Marketing and Computer Management
Brown Brothers Harriman July 1997 - Present
BNY Mellon June 1995 - July 1997
Bankers Trust Company July 1990 - April 1995
Skills
Fixed Income, Securities, Global Custody, Mutual Funds, Investments, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Capital Markets, Banking, Portfolio Management, Risk Management, Investment Management, Asset Allocation, Series 7, Bloomberg, Financial Services, Corporate Actions
Education
NYU Stern School of Business 1975 — 1982
MBA, International Marketing
Fordham University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Marketing and Computer Management
Rebecca Vannoy's BNY Mellon Experience 2014 - Present
Job UIT Fund Trading Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2014 - Present
United States Army September 2005 - October 2013
The Maury Povich Show January 2007 - May 2007
Skills
Leadership, Training, Management, Military, Public Relations, Army, Logistics, Military Experience, Time Management, Video Production, Television, Proficient in Microsoft..., Government, Producing
Education
Fordham University 2006 — 2007
Master's of Arts, Communications and Media Studies
State University of New York at Albany 2001 — 2005
Bachelor's of Arts, Communication & Rhetoric
Corcoran High School 1997 — 2001
High School Diploma
BNY Mellon 2014 - Present
United States Army September 2005 - October 2013
The Maury Povich Show January 2007 - May 2007
Skills
Leadership, Training, Management, Military, Public Relations, Army, Logistics, Military Experience, Time Management, Video Production, Television, Proficient in Microsoft..., Government, Producing
Education
Fordham University 2006 — 2007
Master's of Arts, Communications and Media Studies
State University of New York at Albany 2001 — 2005
Bachelor's of Arts, Communication & Rhetoric
Corcoran High School 1997 — 2001
High School Diploma
Carl Mehldau's BNY Mellon Experience July 2010 - Present
Job Vice President at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
Skills
Mutual Funds, Fixed Income, Equities, Bloomberg, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance
Villanova University 1998 — 2002
B.S., Business Administration, Major in Finance, Minor in Economics
Chaminade High School 1994 — 1998
BNY Mellon July 2010 - Present
Skills
Mutual Funds, Fixed Income, Equities, Bloomberg, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance
Villanova University 1998 — 2002
B.S., Business Administration, Major in Finance, Minor in Economics
Chaminade High School 1994 — 1998
Joseph Santangelo's BNY Mellon Experience September 2012 - Present
Job Relationship Executive at BNY Mellon
Industry Banking
Experience
BNY Mellon September 2012 - Present
Bank of New York Mellon July 2004 - September 2012
BNY Mellon July 1996 - July 2004
Skills
Alternative Investments, Banking, Bonds, Credit Analysis, Commercial Banking, Credit Risk, Equities, FX Options, Finance, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Banking, Management, Portfolio Management, Series 7, Trade Finance, Retail Banking, Trading
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), International Finance
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Marketing
BNY Mellon September 2012 - Present
Bank of New York Mellon July 2004 - September 2012
BNY Mellon July 1996 - July 2004
Skills
Alternative Investments, Banking, Bonds, Credit Analysis, Commercial Banking, Credit Risk, Equities, FX Options, Finance, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Banking, Management, Portfolio Management, Series 7, Trade Finance, Retail Banking, Trading
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), International Finance
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Marketing
Jennifer Guarino Sullivan's BNY Mellon Experience April 2010 - September 2012
Job Compliance Manager, CRCM
Industry Banking
Experience
Capital One September 2012 - Present
BNY Mellon April 2010 - September 2012
The Bank of New York Mellon Corporation September 2007 - June 2010
The Bank of New York Mellon Corporation October 2003 - September 2007
The Bank of New York Mellon Corporation September 2002 - October 2003
Skills
Auditing, Compliance, Audit, Internal Audit, Banking, Risk, Risk Management, Securities, SOX, Internal Controls, Derivatives, Fixed Income, Microsoft Office, Capital Markets, AML, Financial Services, Operational Risk, Operational Risk..., KYC, Bank Secrecy Act, Sarbanes-Oxley Act, Financial Risk, Management, Finance, Leadership, Anti Money Laundering
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
Master of Business Administration (M.B.A.), Finance
Fairfield University 1998 — 2002
B.S. Finance, B.A. Economics, Finance & Economics
Capital One September 2012 - Present
BNY Mellon April 2010 - September 2012
The Bank of New York Mellon Corporation September 2007 - June 2010
The Bank of New York Mellon Corporation October 2003 - September 2007
The Bank of New York Mellon Corporation September 2002 - October 2003
Skills
Auditing, Compliance, Audit, Internal Audit, Banking, Risk, Risk Management, Securities, SOX, Internal Controls, Derivatives, Fixed Income, Microsoft Office, Capital Markets, AML, Financial Services, Operational Risk, Operational Risk..., KYC, Bank Secrecy Act, Sarbanes-Oxley Act, Financial Risk, Management, Finance, Leadership, Anti Money Laundering
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
Master of Business Administration (M.B.A.), Finance
Fairfield University 1998 — 2002
B.S. Finance, B.A. Economics, Finance & Economics
G. Douyon's BNY Mellon Experience January 2013 - December 2013
Job Middle Office Operations Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - December 2013
Royal Bank of Scotland August 2010 - November 2011
BNY Mellon October 2009 - August 2010
Deutsche bank May 2008 - March 2009
Banc of America Securities September 2007 - April 2008
HSBC Securities March 2000 - July 2007
HSBC Securities November 1996 - February 2000
Education
Fordham University 2011 — 2015
BA/MBA
Saint Peter's University
BNY Mellon January 2013 - December 2013
Royal Bank of Scotland August 2010 - November 2011
BNY Mellon October 2009 - August 2010
Deutsche bank May 2008 - March 2009
Banc of America Securities September 2007 - April 2008
HSBC Securities March 2000 - July 2007
HSBC Securities November 1996 - February 2000
Education
Fordham University 2011 — 2015
BA/MBA
Saint Peter's University
Freddie Alvarado's BNY Mellon Experience February 2013 - January 2015
Job Marketing Compliance Analyst at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors February 2015 - Present
BNY Mellon February 2013 - January 2015
BNY Mellon July 2010 - January 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2006 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, FINRA, Cash Management, Equities, Financial Services, Series 24, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Investments, Risk Management
Education
Fordham University 2003 — 2007
B.S., Business Administration
Allianz Global Investors February 2015 - Present
BNY Mellon February 2013 - January 2015
BNY Mellon July 2010 - January 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2006 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, FINRA, Cash Management, Equities, Financial Services, Series 24, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Investments, Risk Management
Education
Fordham University 2003 — 2007
B.S., Business Administration
Manuel Socorro's BNY Mellon Experience January 2011 - September 2013
Job VP Sales – Global Treasury Management Solutions ✔ Corporate Treasury Practitioner ✔ Consultative Sales ✔
Industry Banking
Experience
U.S. Bank September 2013 - August 2015
BNY Mellon January 2011 - September 2013
The Bank of New York Mellon September 2006 - December 2011
Morgan Stanley 1996 - 2006
Skills
Treasury Services, Fixed Income, Relationship Management, Capital Markets, Asset Managment, Equities, Asset Management, Treasury Management, Financial Services, Strategic Planning, Banking, Business Development, Securities, Cash Management, Derivatives, Portfolio Management, Product Management, Treasury, Risk Management, Investments
Education
Fordham Gabelli School of Business 2002 — 2007
MBA, Finance
Fordham University 1991 — 1995
BS, Business Administration
The Peddie School 1990 — 1991
U.S. Bank September 2013 - August 2015
BNY Mellon January 2011 - September 2013
The Bank of New York Mellon September 2006 - December 2011
Morgan Stanley 1996 - 2006
Skills
Treasury Services, Fixed Income, Relationship Management, Capital Markets, Asset Managment, Equities, Asset Management, Treasury Management, Financial Services, Strategic Planning, Banking, Business Development, Securities, Cash Management, Derivatives, Portfolio Management, Product Management, Treasury, Risk Management, Investments
Education
Fordham Gabelli School of Business 2002 — 2007
MBA, Finance
Fordham University 1991 — 1995
BS, Business Administration
The Peddie School 1990 — 1991
Dawn Wilkins, MBA's BNY Mellon Experience May 2003 - May 2006
Job AIM Premium Account Relationship Manager at Bloomberg LP
Industry Investment Management
Experience
Bloomberg LP April 2012 - Present
Bloomberg LP May 2009 - May 2012
Bloomberg LP March 2007 - May 2009
Bloomberg LP August 2006 - March 2007
BNY Mellon May 2003 - May 2006
RockWest Capital April 2000 - May 2003
Skills
Bloomberg, Bloomberg Terminal, Portfolio Management, Equities, Fixed Income, Financial Analysis, Risk Management, Financial Modeling, Financial Services, Business Analysis, Process Improvement, Series 7, Vendor Management, Analysis, General Ledger, Electronic Trading, Strategic Planning, Microsoft Office, Customer Service, Account Management, Investments, Banking, Relationship Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance and Accounting
Howard University 1988 — 1992
BBA, Finance, General
Bloomberg LP April 2012 - Present
Bloomberg LP May 2009 - May 2012
Bloomberg LP March 2007 - May 2009
Bloomberg LP August 2006 - March 2007
BNY Mellon May 2003 - May 2006
RockWest Capital April 2000 - May 2003
Skills
Bloomberg, Bloomberg Terminal, Portfolio Management, Equities, Fixed Income, Financial Analysis, Risk Management, Financial Modeling, Financial Services, Business Analysis, Process Improvement, Series 7, Vendor Management, Analysis, General Ledger, Electronic Trading, Strategic Planning, Microsoft Office, Customer Service, Account Management, Investments, Banking, Relationship Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance and Accounting
Howard University 1988 — 1992
BBA, Finance, General
Michael Wiblishauser's BNY Mellon Experience January 2007 - March 2009
Job Client Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
Chris Amico's BNY Mellon Experience October 2006 - Present
Job MD at BNY Mellon
Industry Banking
Experience
BNY Mellon October 2006 - Present
JPMorgan Chase 1986 - 2006
MHT 1981 - 1986
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
BA, Political Science
Xaverian High School 1973 — 1977
gen
BNY Mellon October 2006 - Present
JPMorgan Chase 1986 - 2006
MHT 1981 - 1986
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
BA, Political Science
Xaverian High School 1973 — 1977
gen
John D. Lictro's BNY Mellon Experience July 1998 - December 2003
Job Registered Rep. with 22 years Intl settlememts experience
Industry Investment Banking
Experience
Pareto Securities Inc 2004 - Present
Pershing December 2003 - April 2004
BNY Mellon July 1998 - December 2003
Skills
International..., Options, Derivatives, Bloomberg, Trading, Asset Managment, Valuation, Hedge Funds, Risk Management, Financial Analysis, Financial Modeling, Asset Management, FX Options, Portfolio Management
Education
Fordham University 1988 — 1992
Bachelor of Arts (B.A.), Italian Studies
Xavier 1984 — 1988
Pareto Securities Inc 2004 - Present
Pershing December 2003 - April 2004
BNY Mellon July 1998 - December 2003
Skills
International..., Options, Derivatives, Bloomberg, Trading, Asset Managment, Valuation, Hedge Funds, Risk Management, Financial Analysis, Financial Modeling, Asset Management, FX Options, Portfolio Management
Education
Fordham University 1988 — 1992
Bachelor of Arts (B.A.), Italian Studies
Xavier 1984 — 1988
Franklin Dickson's BNY Mellon Experience April 2008 - June 2013
Job Associate Director Fund Treasury at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
Jose A. Rodriguez's BNY Mellon Experience 1989 - 1993
Job Senior Vice President at Citibank
Industry Banking
Experience
Citibank 1993 - Present
BNY Mellon 1989 - 1993
Skills
Banking, Credit Analysis, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Project Management, Financial Services, Due Diligence, Financial Modeling, Asset Management, Negotiation, Loans, Private Equity, Securities, Capital Markets, Commercial Lending, Finance, Corporate Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1989
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Citibank 1993 - Present
BNY Mellon 1989 - 1993
Skills
Banking, Credit Analysis, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Project Management, Financial Services, Due Diligence, Financial Modeling, Asset Management, Negotiation, Loans, Private Equity, Securities, Capital Markets, Commercial Lending, Finance, Corporate Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1989
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Michael K. Davis's BNY Mellon Experience October 2012 - Present
Job Senior Graphic Designer at BNY Mellon
Industry Graphic Design
Experience
BNY Mellon October 2012 - Present
Freelance Web/Graphic Designer March 2011 - Present
Thomson Reuters March 2003 - August 2010
Skills
Dreamweaver, Flash
Education
Fordham University 1991 — 1995
Philosophy
Mercer University 1986 — 1990
Bachelor's degree, Philosophy/Psychology
BNY Mellon October 2012 - Present
Freelance Web/Graphic Designer March 2011 - Present
Thomson Reuters March 2003 - August 2010
Skills
Dreamweaver, Flash
Education
Fordham University 1991 — 1995
Philosophy
Mercer University 1986 — 1990
Bachelor's degree, Philosophy/Psychology
Scott Apmann's BNY Mellon Experience 1988 - 1998
Job Vice President at Santander
Industry Banking
Experience
Santander Bank, N.A. November 2010 - Present
New York Commercial Bank June 2008 - October 2010
Citibank February 1998 - May 2008
BNY Mellon 1988 - 1998
Skills
Portfolio Management, Banking, Credit, Financial Services, Risk Management, Credit Analysis, Capital Markets, Financial Analysis, Loans, Commercial Banking, Financial Modeling, Commercial Lending, Investments, Finance
Education
Fordham Gabelli School of Business 1993 — 1995
MBA
Lehigh University 1983 — 1987
BS, Finance
Santander Bank, N.A. November 2010 - Present
New York Commercial Bank June 2008 - October 2010
Citibank February 1998 - May 2008
BNY Mellon 1988 - 1998
Skills
Portfolio Management, Banking, Credit, Financial Services, Risk Management, Credit Analysis, Capital Markets, Financial Analysis, Loans, Commercial Banking, Financial Modeling, Commercial Lending, Investments, Finance
Education
Fordham Gabelli School of Business 1993 — 1995
MBA
Lehigh University 1983 — 1987
BS, Finance
Kevin Mullon's BNY Mellon Experience September 1997 - June 1999
Job Financial Services Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1999 - Present
BNY Mellon September 1997 - June 1999
Education
Fordham University 1995 — 1999
Bachelor of Science (B.S.), Major: Finance Minor: Economics
Merrill Lynch September 1999 - Present
BNY Mellon September 1997 - June 1999
Education
Fordham University 1995 — 1999
Bachelor of Science (B.S.), Major: Finance Minor: Economics
Elizabeth A. Baulch's BNY Mellon Experience February 2012 - Present
Job Managing Director/Chief of Staff US Asset Servicing & Alternative Investment Services at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2012 - Present
BNY Mellon Asset Servicing 2009 - February 2012
The Bank of New York Mellon March 2008 - June 2009
BNY Mellon July 2006 - March 2008
The Bank of New York May 1997 - June 2006
The Bank of New York July 1992 - September 1993
Skills
Fixed Income, Financial Services, Derivatives, Investments, Project Management, Relationship Management, Corporate Actions, Bloomberg, Equities, Global Custody, Hedge Funds, Securities, Mutual Funds, Asset Management, Alternative Investments, Capital Markets, Leadership
Education
Fordham University 1988 — 1992
BA, Economics
BNY Mellon February 2012 - Present
BNY Mellon Asset Servicing 2009 - February 2012
The Bank of New York Mellon March 2008 - June 2009
BNY Mellon July 2006 - March 2008
The Bank of New York May 1997 - June 2006
The Bank of New York July 1992 - September 1993
Skills
Fixed Income, Financial Services, Derivatives, Investments, Project Management, Relationship Management, Corporate Actions, Bloomberg, Equities, Global Custody, Hedge Funds, Securities, Mutual Funds, Asset Management, Alternative Investments, Capital Markets, Leadership
Education
Fordham University 1988 — 1992
BA, Economics
Thomas Bindert's BNY Mellon Experience May 2000 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon, N.A. May 2000 - Present
BNY Mellon May 2000 - Present
Phillips Nizer May 1993 - May 2000
Skills
Estate Planning, Private Banking, Trusts, High Net Worth..., Wealth Management, Securities, Trust Services, Mutual Funds, Alternative Investments
Education
New York University School of Law 1987 — 1990
LL.M, Law (Tax)
Fordham University 1982 — 1985
J.D., Law
Fordham University 1978 — 1982
B.A., Mathematics/Economics
BNY Mellon, N.A. May 2000 - Present
BNY Mellon May 2000 - Present
Phillips Nizer May 1993 - May 2000
Skills
Estate Planning, Private Banking, Trusts, High Net Worth..., Wealth Management, Securities, Trust Services, Mutual Funds, Alternative Investments
Education
New York University School of Law 1987 — 1990
LL.M, Law (Tax)
Fordham University 1982 — 1985
J.D., Law
Fordham University 1978 — 1982
B.A., Mathematics/Economics
Don Schaum's BNY Mellon Experience May 2014 - Present
Job Information Risk Cyber Security at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
Citi July 2012 - March 2013
Lehman Brothers (in Administration) July 2009 - October 2011
DCASTech December 2008 - July 2009
Lehman Brothers April 1998 - November 2008
Banc of America Securities July 2005 - July 2007
Skills
Capital Markets, Fixed Income, Derivatives, Middle Office, Swaps, Interest Rate..., Commodities
Education
Fordham University 1986 — 1990
BS, Finance
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
Citi July 2012 - March 2013
Lehman Brothers (in Administration) July 2009 - October 2011
DCASTech December 2008 - July 2009
Lehman Brothers April 1998 - November 2008
Banc of America Securities July 2005 - July 2007
Skills
Capital Markets, Fixed Income, Derivatives, Middle Office, Swaps, Interest Rate..., Commodities
Education
Fordham University 1986 — 1990
BS, Finance
Bruce Gomes's BNY Mellon Experience 1988 - Present
Job Vice President at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon Strategic PlannerBank of NY Mellon2009 - Present
Bank of NY 1988 - Present
BNY Mellon 1988 - Present
Irving Trust Company 1972 - 1988
Skills
SDLC, PMO, ITIL, Business Continuity, Banking, Disaster Recovery, Risk Management, Business Analysis, Program Management, IT Management, Project Management, Derivatives, Vendor Management, Integration, IT Strategy, PMP, Fixed Income, Asset Management, Capital Markets, Enterprise Architecture, Cash Management, Portfolio Management, COBOL, Collateral Management, Securities, Bloomberg, Financial Services, Requirements Analysis, Change Management, Equities, Mainframe, Corporate Trust, Data Center, Process Improvement, AML, Hedge Funds, Financial Risk, Trading Systems, DB2, Governance, Project Portfolio..., Strategy, Middle Office, Requirements Gathering, Outsourcing, Electronic Trading, Business Requirements, Project Delivery, Market Data, Relationship Management
Education
Fordham University
Bachelor of Science (B.Sc.)
Fordham University
Master of Business Administration (M.B.A.)
Stuyvesant High School
Bank of New York Mellon Strategic PlannerBank of NY Mellon2009 - Present
Bank of NY 1988 - Present
BNY Mellon 1988 - Present
Irving Trust Company 1972 - 1988
Skills
SDLC, PMO, ITIL, Business Continuity, Banking, Disaster Recovery, Risk Management, Business Analysis, Program Management, IT Management, Project Management, Derivatives, Vendor Management, Integration, IT Strategy, PMP, Fixed Income, Asset Management, Capital Markets, Enterprise Architecture, Cash Management, Portfolio Management, COBOL, Collateral Management, Securities, Bloomberg, Financial Services, Requirements Analysis, Change Management, Equities, Mainframe, Corporate Trust, Data Center, Process Improvement, AML, Hedge Funds, Financial Risk, Trading Systems, DB2, Governance, Project Portfolio..., Strategy, Middle Office, Requirements Gathering, Outsourcing, Electronic Trading, Business Requirements, Project Delivery, Market Data, Relationship Management
Education
Fordham University
Bachelor of Science (B.Sc.)
Fordham University
Master of Business Administration (M.B.A.)
Stuyvesant High School
Edward Dougherty's BNY Mellon Experience October 2010 - Present
Job Managing Director and Head of Global Corporate Credit at The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon October 2010 - Present
BNY Mellon February 2010 - October 2010
BNY Mellon July 2008 - January 2010
BNY Mellon November 2006 - July 2008
BNY Mellon August 2004 - November 2006
BNY Mellon September 1999 - August 2004
BNY Mellon November 1995 - September 1999
Skills
Capital Markets, Fixed Income, Securities, Credit Analysis, Banking, Equities, Financial Services, Risk Management, Portfolio Management, Financial Analysis, Hedge Funds, Derivatives, Credit Risk, Asset Management
Education
Fordham University
MBA, Finance
State University of New York at Albany
BS, Finance
BNY Mellon October 2010 - Present
BNY Mellon February 2010 - October 2010
BNY Mellon July 2008 - January 2010
BNY Mellon November 2006 - July 2008
BNY Mellon August 2004 - November 2006
BNY Mellon September 1999 - August 2004
BNY Mellon November 1995 - September 1999
Skills
Capital Markets, Fixed Income, Securities, Credit Analysis, Banking, Equities, Financial Services, Risk Management, Portfolio Management, Financial Analysis, Hedge Funds, Derivatives, Credit Risk, Asset Management
Education
Fordham University
MBA, Finance
State University of New York at Albany
BS, Finance
Bill Rossi's BNY Mellon Experience 1980 - 1990
Job Executive Vice President Gotham Bank of New York
Industry Banking
Experience
Provident Bank August 2012 - October 2013
GOTHAM BANK OF NEW YORK November 2001 - August 2012
Commercial Bank of New York 1980 - 1991
BNY Mellon 1980 - 1990
Bankers Trust Company 1974 - 1980
Skills
Financial Analysis, Banking, Mergers & Acquisitions, Credit Risk, Commercial Lending, Portfolio Management, Loans, Finance, Commercial Banking, Credit Analysis, Credit
Education
Fordham University 1967 — 1971
Bachelor of Science (BS), Finance, General
CUNY - Graduate School of Business
Accounting - ABT
Provident Bank August 2012 - October 2013
GOTHAM BANK OF NEW YORK November 2001 - August 2012
Commercial Bank of New York 1980 - 1991
BNY Mellon 1980 - 1990
Bankers Trust Company 1974 - 1980
Skills
Financial Analysis, Banking, Mergers & Acquisitions, Credit Risk, Commercial Lending, Portfolio Management, Loans, Finance, Commercial Banking, Credit Analysis, Credit
Education
Fordham University 1967 — 1971
Bachelor of Science (BS), Finance, General
CUNY - Graduate School of Business
Accounting - ABT
Bob Mandell's BNY Mellon Experience 2007 - 2014
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon 2007 - 2014
JPMorganChase October 1982 - September 2007
AMF, Inc 1978 - 1982
American Airlines 1974 - 1978
Price Waterhouse Coopers 1973 - 1974
Skills
Tax, Hedge Funds, Securities, Capital Markets, Financial Analysis, Management, Finance, Fixed Income, Equities, Global Custody, Investment Banking, Fund Administration, Risk Management, Alternative Investments, Asset Management, Financial Modeling, Derivatives, Mergers & Acquisitions, Financial Services, Investments, Banking, Investment Management, Valuation, Fund Accounting, Fund Of Funds, Accounting
Education
Fordham University 1967 — 1979
PhD,MA,BA, Economics
New York University - Leonard N. Stern School of Business 1972 — 1973
MBA, Accounting
BNY Mellon 2007 - 2014
JPMorganChase October 1982 - September 2007
AMF, Inc 1978 - 1982
American Airlines 1974 - 1978
Price Waterhouse Coopers 1973 - 1974
Skills
Tax, Hedge Funds, Securities, Capital Markets, Financial Analysis, Management, Finance, Fixed Income, Equities, Global Custody, Investment Banking, Fund Administration, Risk Management, Alternative Investments, Asset Management, Financial Modeling, Derivatives, Mergers & Acquisitions, Financial Services, Investments, Banking, Investment Management, Valuation, Fund Accounting, Fund Of Funds, Accounting
Education
Fordham University 1967 — 1979
PhD,MA,BA, Economics
New York University - Leonard N. Stern School of Business 1972 — 1973
MBA, Accounting
Leta Alexander's BNY Mellon Experience June 2010 - October 2010
Job Assistant Vice President of Trade Operations at GIC
Industry Financial Services
Experience
GIC January 2015 - Present
New York Life Investment Management October 2010 - January 2015
BNY Mellon June 2010 - October 2010
The Bank of New York January 2007 - September 2010
The Bank of New York June 2006 - December 2006
The Bank of New York May 2005 - February 2006
Skills
Account Reconciliation, Settlement, Accounting, Banking, Bloomberg, Equities, Fixed Income, Financial Services, Investments, Payments, Securities, Mutual Funds, Finance, FX Options, Derivatives, Capital Markets, Risk Management, Trading
Education
Fordham University 2002 — 2006
B.S, Finance
LIU Brooklyn
GIC January 2015 - Present
New York Life Investment Management October 2010 - January 2015
BNY Mellon June 2010 - October 2010
The Bank of New York January 2007 - September 2010
The Bank of New York June 2006 - December 2006
The Bank of New York May 2005 - February 2006
Skills
Account Reconciliation, Settlement, Accounting, Banking, Bloomberg, Equities, Fixed Income, Financial Services, Investments, Payments, Securities, Mutual Funds, Finance, FX Options, Derivatives, Capital Markets, Risk Management, Trading
Education
Fordham University 2002 — 2006
B.S, Finance
LIU Brooklyn
Paul Sawina's BNY Mellon Experience 1989 - 1993
Job Vice President at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management August 2015 - Present
Gibraltar Private Bank & Trust April 2012 - August 2015
U.S. Trust May 1996 - April 2012
BNY Mellon 1989 - 1993
BNY Mellon 1989 - 1993
Skills
High Net Worth..., Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Wealth Management..., Alternative Investments, Trust Services, Risk Management, Asset Allocation, Banking, Private Banking, Securities, Series 7, Investments, Investment Advisory, Investment Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General
BNY Mellon Wealth Management August 2015 - Present
Gibraltar Private Bank & Trust April 2012 - August 2015
U.S. Trust May 1996 - April 2012
BNY Mellon 1989 - 1993
BNY Mellon 1989 - 1993
Skills
High Net Worth..., Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Wealth Management..., Alternative Investments, Trust Services, Risk Management, Asset Allocation, Banking, Private Banking, Securities, Series 7, Investments, Investment Advisory, Investment Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General
Sean Welsh's BNY Mellon Experience August 2012 - December 2013
Job Hedge Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC January 2014 - Present
BNY Mellon August 2012 - December 2013
Stratex Oil & Gas, Inc December 2010 - August 2012
Auriga USA March 2012 - June 2012
Lynden Capital, LLC December 2010 - March 2012
Mutual of America June 2010 - July 2010
Merrill Lynch Global Private Client Group May 2009 - August 2009
Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel
Education
Fordham University 2007 — 2011
B.S, Business Administration; Finance
Chaminade High School 2003 — 2007
Compass Analytics, LLC January 2014 - Present
BNY Mellon August 2012 - December 2013
Stratex Oil & Gas, Inc December 2010 - August 2012
Auriga USA March 2012 - June 2012
Lynden Capital, LLC December 2010 - March 2012
Mutual of America June 2010 - July 2010
Merrill Lynch Global Private Client Group May 2009 - August 2009
Skills
Auditing, Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, PowerPoint, Microsoft Excel
Education
Fordham University 2007 — 2011
B.S, Business Administration; Finance
Chaminade High School 2003 — 2007
Rayon Richards, CFE, CIA's BNY Mellon Experience December 2006 - April 2008
Job Auditor at EmblemHealth
Industry Accounting
Experience
EmblemHealth May 2014 - Present
Liberty Travel February 2013 - April 2014
SCO Family of Services September 2009 - January 2014
United Building Maintenance Group, Inc. September 2011 - November 2012
Pfizer June 2010 - June 2011
Mutual of America April 2008 - November 2009
BNY Mellon December 2006 - April 2008
UBS January 2006 - December 2006
Skills
Accounting, Auditing, Compliance SOX, FINRA, Taxations, ACL, Sarbanes-Oxley Act, Internal Audit, Tax, Internal Controls, Access Lists, Finance, Management, Risk Management, Account Reconciliation, Payroll, Financial Analysis
Education
Fordham University 2003 — 2005
BS, Accountant
State University of New York at Albany 2001 — 2003
Accounting
EmblemHealth May 2014 - Present
Liberty Travel February 2013 - April 2014
SCO Family of Services September 2009 - January 2014
United Building Maintenance Group, Inc. September 2011 - November 2012
Pfizer June 2010 - June 2011
Mutual of America April 2008 - November 2009
BNY Mellon December 2006 - April 2008
UBS January 2006 - December 2006
Skills
Accounting, Auditing, Compliance SOX, FINRA, Taxations, ACL, Sarbanes-Oxley Act, Internal Audit, Tax, Internal Controls, Access Lists, Finance, Management, Risk Management, Account Reconciliation, Payroll, Financial Analysis
Education
Fordham University 2003 — 2005
BS, Accountant
State University of New York at Albany 2001 — 2003
Accounting
Chris Milionis's BNY Mellon Experience April 1995 - September 1998
Job Sales Support Program Manager at BMW of North America, LLC
Industry Automotive
Experience
BMW of North America, LLC February 2010 - Present
BMW of North America, LLC January 2008 - January 2010
BMW of North America, LLC February 2006 - January 2008
BMW of North America, LLC October 2002 - February 2006
BMW of North America, LLC September 1998 - October 2002
BNY Mellon April 1995 - September 1998
Skills
Automobile
Education
Fordham University 1985 — 1989
Bachelors of Science, Finance
BMW of North America, LLC February 2010 - Present
BMW of North America, LLC January 2008 - January 2010
BMW of North America, LLC February 2006 - January 2008
BMW of North America, LLC October 2002 - February 2006
BMW of North America, LLC September 1998 - October 2002
BNY Mellon April 1995 - September 1998
Skills
Automobile
Education
Fordham University 1985 — 1989
Bachelors of Science, Finance
Latham Abboud's BNY Mellon Experience September 2011 - December 2013
Job Senior Accountant at TAL International
Industry Accounting
Experience
TAL International July 2015 - Present
GE Capital June 2014 - July 2015
BNY Mellon September 2011 - December 2013
Chartis June 2008 - July 2011
Skills
Variance Analysis, Insurance, Accounts Receivable, General Ledger, Account Reconciliation, Accounts Payable, Financial Analysis, Financial Statements, Journal Entries, Microsoft Excel, Sarbanes-Oxley Act, Finance, Analysis, Accounting, Internal Controls, Financial Reporting
Education
Fordham University 2001 — 2005
BS, Accounting
TAL International July 2015 - Present
GE Capital June 2014 - July 2015
BNY Mellon September 2011 - December 2013
Chartis June 2008 - July 2011
Skills
Variance Analysis, Insurance, Accounts Receivable, General Ledger, Account Reconciliation, Accounts Payable, Financial Analysis, Financial Statements, Journal Entries, Microsoft Excel, Sarbanes-Oxley Act, Finance, Analysis, Accounting, Internal Controls, Financial Reporting
Education
Fordham University 2001 — 2005
BS, Accounting
Silvia Larsen's BNY Mellon Experience December 2011 - June 2014
Job Portfolio Management Middle Office Analyst
Industry Financial Services
Experience
AQR Capital Management September 2014 - August 2015
BNY Mellon December 2011 - June 2014
Bridgewater Associates May 2010 - December 2011
Education
Fordham University
AQR Capital Management September 2014 - August 2015
BNY Mellon December 2011 - June 2014
Bridgewater Associates May 2010 - December 2011
Education
Fordham University
Kevin Cremin's BNY Mellon Experience April 1988 - Present
Job Managing Director at BNY Mellon
Industry
Experience
BNY Mellon April 1988 - Present
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Manhattan College 1983 — 1987
B.S, Finance
BNY Mellon April 1988 - Present
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Manhattan College 1983 — 1987
B.S, Finance
Vafa Vahid's BNY Mellon Experience November 2012 - Present
Job Managing Director BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Fannie Mae November 2011 - October 2012
Fannie Mae August 2010 - November 2011
Citi November 2004 - August 2010
Citi May 1996 - November 2004
NATIONAL WESTMINSTER BANK/FLEET BANK May 1994 - May 1996
Citibank 1990 - 1994
Citibank 1988 - 1990
Skills
Strategic Financial..., Finance, Expense Management, Outsourcing Management, Activity Based Costing, Project Finance, Performance Metrics, Operational Efficiency, Capital Budgeting, Budget Process, People Development, Team Leadership, Operational Risk, IT Audit, Budgets, Mergers & Acquisitions, PMO, Leadership, Managerial Finance, Program Management, Due Diligence, Management, Analysis, Executive Management, Banking, Business Analysis, Enterprise Software, Risk Management, Strategy, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Hobart and William Smith Colleges 1984 — 1988
BA, Economics
BNY Mellon November 2012 - Present
Fannie Mae November 2011 - October 2012
Fannie Mae August 2010 - November 2011
Citi November 2004 - August 2010
Citi May 1996 - November 2004
NATIONAL WESTMINSTER BANK/FLEET BANK May 1994 - May 1996
Citibank 1990 - 1994
Citibank 1988 - 1990
Skills
Strategic Financial..., Finance, Expense Management, Outsourcing Management, Activity Based Costing, Project Finance, Performance Metrics, Operational Efficiency, Capital Budgeting, Budget Process, People Development, Team Leadership, Operational Risk, IT Audit, Budgets, Mergers & Acquisitions, PMO, Leadership, Managerial Finance, Program Management, Due Diligence, Management, Analysis, Executive Management, Banking, Business Analysis, Enterprise Software, Risk Management, Strategy, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Hobart and William Smith Colleges 1984 — 1988
BA, Economics
Marcos Paterson's BNY Mellon Experience 2007 - 2013
Job Searching for new challenges
Industry Investment Management
Experience
Fordham University January 2015 - May 2015
Nozari Advisors December 2014 - May 2015
BNY Mellon 2007 - 2013
Banco Prosper 2006 - 2007
FAPES 2006 - 2006
Skills
Derivatives, Fixed Income, Equities, Financial Risk, Capital Markets, Corporate Finance, Finance, VBA, Risk Management, Microsoft Excel, Portfolio Management, Matlab, Asset Management, C++, Trading, Investments, Valuation, Foreign Exchange, Options, R
Education
Fordham University 2013 — 2015
Master of Science (MS), Quantitative Finance
Universidade Cândido Mendes 2002 — 2006
Bachelor, Business and Administration
FRM Program
2015 Part I Candidate
CFA Program
2016 Level II Candidate
Fordham University January 2015 - May 2015
Nozari Advisors December 2014 - May 2015
BNY Mellon 2007 - 2013
Banco Prosper 2006 - 2007
FAPES 2006 - 2006
Skills
Derivatives, Fixed Income, Equities, Financial Risk, Capital Markets, Corporate Finance, Finance, VBA, Risk Management, Microsoft Excel, Portfolio Management, Matlab, Asset Management, C++, Trading, Investments, Valuation, Foreign Exchange, Options, R
Education
Fordham University 2013 — 2015
Master of Science (MS), Quantitative Finance
Universidade Cândido Mendes 2002 — 2006
Bachelor, Business and Administration
FRM Program
2015 Part I Candidate
CFA Program
2016 Level II Candidate
Edward Halloran's BNY Mellon Experience June 2012 - December 2013
Job Accounting Professional
Industry
Experience
BNY Mellon June 2012 - December 2013
Moore Capital Management April 2012 - June 2012
Societe Generale March 2011 - December 2011
Gabelli & Company, Inc. March 2007 - March 2009
OpHedge Investment Services June 2006 - March 2007
Prudential Financial September 1999 - June 2005
J & H Marsh & McLennan, Inc April 1998 - October 1998
Skills
Account Reconciliation, General Ledger, Analysis, Financial Analysis, Accounting
Education
Iona College 2011 — 2012
Post Masters Certificate, Public Accounting
Iona College 1995 — 1999
Master of Business Administration; Certificate, Management Information Systems; International Business
Fordham University 1989 — 1993
Bachelor of Science, Public Accounting
BNY Mellon June 2012 - December 2013
Moore Capital Management April 2012 - June 2012
Societe Generale March 2011 - December 2011
Gabelli & Company, Inc. March 2007 - March 2009
OpHedge Investment Services June 2006 - March 2007
Prudential Financial September 1999 - June 2005
J & H Marsh & McLennan, Inc April 1998 - October 1998
Skills
Account Reconciliation, General Ledger, Analysis, Financial Analysis, Accounting
Education
Iona College 2011 — 2012
Post Masters Certificate, Public Accounting
Iona College 1995 — 1999
Master of Business Administration; Certificate, Management Information Systems; International Business
Fordham University 1989 — 1993
Bachelor of Science, Public Accounting
Patricia Kabel's BNY Mellon Experience April 1987 - January 1992
Job Executive Search Consultant Engineering
Industry Investment Management
Experience
MRI of Frederick July 2013 - Present
MRI of Frederick 2013 - 2013
Wheat, First, Butcher, Singer, MENTOR INVESTMENT GROUP (Now known as Wells Capital Management) February 1992 - April 1997
BNY Mellon April 1987 - January 1992
Skills
Microsoft Office 2007, Microsoft Publisher, Microsoft Excel, Microsoft Access, Microsoft Word, Advent Portfolio..., Leadership, Fundraising, Fixed Income, Asset Managment, Sales, Business Strategy, Outlook, Microsoft Office, Public Speaking, Recruiting, Change Management, Access, Social Networking, Marketing
Education
Fordham University 1980 — 1984
BS, Finance/Economics
MRI of Frederick July 2013 - Present
MRI of Frederick 2013 - 2013
Wheat, First, Butcher, Singer, MENTOR INVESTMENT GROUP (Now known as Wells Capital Management) February 1992 - April 1997
BNY Mellon April 1987 - January 1992
Skills
Microsoft Office 2007, Microsoft Publisher, Microsoft Excel, Microsoft Access, Microsoft Word, Advent Portfolio..., Leadership, Fundraising, Fixed Income, Asset Managment, Sales, Business Strategy, Outlook, Microsoft Office, Public Speaking, Recruiting, Change Management, Access, Social Networking, Marketing
Education
Fordham University 1980 — 1984
BS, Finance/Economics
Rob Brusca's BNY Mellon Experience June 2014 - April 2015
Job Program Manager, Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - April 2015
Bank of New York Mellon November 1987 - May 2014
Prudential Bache Securities June 1983 - November 1987
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Asset Managment, Accounting, Bloomberg, Hedge Funds, Investments, Equities, Asset Management, Auditing, Derivatives, Financial Reporting, Capital Markets, Relationship Management, Fund Administration, Fund Accounting, Financial Services, Financial Analysis, Middle Office, Management, Alternative Investments, Leadership, Financial Markets, Bonds
Education
Fordham Gabelli School of Business 1982 — 1985
Masters, Finance
Fordham University 1977 — 1981
Bachelor of Science, Psychology/ Math
BNY Mellon June 2014 - April 2015
Bank of New York Mellon November 1987 - May 2014
Prudential Bache Securities June 1983 - November 1987
Skills
Fixed Income, Securities, Mutual Funds, Global Custody, Asset Managment, Accounting, Bloomberg, Hedge Funds, Investments, Equities, Asset Management, Auditing, Derivatives, Financial Reporting, Capital Markets, Relationship Management, Fund Administration, Fund Accounting, Financial Services, Financial Analysis, Middle Office, Management, Alternative Investments, Leadership, Financial Markets, Bonds
Education
Fordham Gabelli School of Business 1982 — 1985
Masters, Finance
Fordham University 1977 — 1981
Bachelor of Science, Psychology/ Math
Jie Shao's BNY Mellon Experience June 2011 - October 2011
Job Intern at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - October 2011
Fordham University January 2011 - May 2011
Skills
Eviews, Bloomberg, SAS, VBA, Matlab, C++, SPSS
Education
Fordham Gabelli School of Business 2010 — 2011
Master, quantitative finance
Shanghai Jiao Tong University 2006 — 2010
BS, International shipping and supply chain
BNY Mellon June 2011 - October 2011
Fordham University January 2011 - May 2011
Skills
Eviews, Bloomberg, SAS, VBA, Matlab, C++, SPSS
Education
Fordham Gabelli School of Business 2010 — 2011
Master, quantitative finance
Shanghai Jiao Tong University 2006 — 2010
BS, International shipping and supply chain
John Vanderpool's BNY Mellon Experience 1992 - Present
Job FVP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1992 - Present
Skills
Cash Management, Liquidity, Treasury Services, Asset Management, Financial Services, Equities, Fixed Income
Education
Fordham University
Master of Business Administration (M.B.A.), International Business
Manhattan College
Bachelor of Arts (BA), Political Science and Government
BNY Mellon 1992 - Present
Skills
Cash Management, Liquidity, Treasury Services, Asset Management, Financial Services, Equities, Fixed Income
Education
Fordham University
Master of Business Administration (M.B.A.), International Business
Manhattan College
Bachelor of Arts (BA), Political Science and Government
Kellie Lyver's BNY Mellon Experience June 2015 - Present
Job at
Industry Marketing and Advertising
Experience
BNY Mellon June 2015 - Present
JPMorgan Chase June 2013 - Present
HFP Capital Markets LLC February 2013 - Present
Skills
Microsoft Office, PowerPoint, Social Media, Facebook, Microsoft Excel, Research, Microsoft Word, Photoshop, Social Media Marketing, Blogging, Event Planning, Public Speaking, Final Cut Pro, Outlook, Social Networking
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Finance
BNY Mellon June 2015 - Present
JPMorgan Chase June 2013 - Present
HFP Capital Markets LLC February 2013 - Present
Skills
Microsoft Office, PowerPoint, Social Media, Facebook, Microsoft Excel, Research, Microsoft Word, Photoshop, Social Media Marketing, Blogging, Event Planning, Public Speaking, Final Cut Pro, Outlook, Social Networking
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Randall Meyn's BNY Mellon Experience June 2013 - Present
Job ETF Product Specialist
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
Deborah Coakley's BNY Mellon Experience November 2004 - March 2007
Job Director at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets March 2007 - Present
BNY Mellon November 2004 - March 2007
Moody's Investors Service December 2001 - November 2004
Barclays October 2000 - October 2001
Mahoney Cohen September 1998 - September 2000
Education
Fordham University 1994 — 1998
Bachelor's degree, Accounting
CIBC World Markets March 2007 - Present
BNY Mellon November 2004 - March 2007
Moody's Investors Service December 2001 - November 2004
Barclays October 2000 - October 2001
Mahoney Cohen September 1998 - September 2000
Education
Fordham University 1994 — 1998
Bachelor's degree, Accounting
Sea Jin Lee's BNY Mellon Experience August 2007 - Present
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
Morgan Stanley July 2006 - August 2007
Prudential Financial February 2005 - July 2006
Skills
Asset Management, Global Custody, Relationship Management, Client Services, Mutual Funds, Equities, Fixed Income, Derivatives, Account Reconciliation, Operations Management, Compliance, Auditing, Onboarding
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.), Double Major in Economics and History
BNY Mellon August 2007 - Present
Morgan Stanley July 2006 - August 2007
Prudential Financial February 2005 - July 2006
Skills
Asset Management, Global Custody, Relationship Management, Client Services, Mutual Funds, Equities, Fixed Income, Derivatives, Account Reconciliation, Operations Management, Compliance, Auditing, Onboarding
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.), Double Major in Economics and History
Joanna Borner's BNY Mellon Experience January 2006 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2011 - Present
BNY Mellon January 2006 - Present
Sanford Bernstein September 2002 - January 2006
Skills
Equities, Wealth Management
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics
BNY Mellon Wealth Management July 2011 - Present
BNY Mellon January 2006 - Present
Sanford Bernstein September 2002 - January 2006
Skills
Equities, Wealth Management
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jackie Eddy's BNY Mellon Experience 2006 - Present
Job Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2006 - Present
Skills
Risk Management, Project Delivery, Business Analysis, PMO, SDLC, PMP, Vendor Management, Project Portfolio..., Software Project..., Project Management, Outsourcing, Consulting, Budgets, Telecommunications, Management, Financial Services, Banking, Equities
Education
Fordham University
MBA
BNY Mellon 2006 - Present
Skills
Risk Management, Project Delivery, Business Analysis, PMO, SDLC, PMP, Vendor Management, Project Portfolio..., Software Project..., Project Management, Outsourcing, Consulting, Budgets, Telecommunications, Management, Financial Services, Banking, Equities
Education
Fordham University
MBA
Joseph Rota's BNY Mellon Experience August 2005 - August 2010
Job SVP/Senior Audit Manager Citi
Industry Financial Services
Experience
Citi September 2013 - Present
JP Morgan Chase August 2010 - August 2013
BNY Mellon August 2005 - August 2010
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance
Manhattan College 1991 — 1995
BS, Accounting, Finance
Bergen Catholic HS 1987 — 1991
Citi September 2013 - Present
JP Morgan Chase August 2010 - August 2013
BNY Mellon August 2005 - August 2010
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance
Manhattan College 1991 — 1995
BS, Accounting, Finance
Bergen Catholic HS 1987 — 1991
Frank Barnao's BNY Mellon Experience June 1976 - December 2014
Job Managing Director Corporate Treasury at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 1976 - December 2014
Skills
Risk Management, Management, Banking, Capital Markets, Investments, Fixed Income, Portfolio Management, Financial Services, Equities
Education
St. John's University 1981 — 1984
Master of Business Administration (M.B.A.), Fnance
Fordham University 1972 — 1976
Bachelor's Degree, Accounting
BNY Mellon June 1976 - December 2014
Skills
Risk Management, Management, Banking, Capital Markets, Investments, Fixed Income, Portfolio Management, Financial Services, Equities
Education
St. John's University 1981 — 1984
Master of Business Administration (M.B.A.), Fnance
Fordham University 1972 — 1976
Bachelor's Degree, Accounting
Lisa Spagnola's BNY Mellon Experience March 2008 - July 2009
Job Program Director, CUNY Career Path at College of Staten Island, City University of New York
Industry Higher Education
Experience
College of Staten Island, City University of New York January 2012 - Present
BNY Mellon March 2008 - July 2009
JPMorgan Chase July 1994 - March 2008
Skills
Training, Resume Writing, Program Management, Customer Service, Community Outreach, Microsoft Office, Event Planning, Research, Non-profits, Project Management, Leadership Development, Strategic Planning, Recruiting, Team Building, Entrepreneurship..., Coaching, Management, Organizational..., Employee Training, Leadership, Entrepreneurship..., Analysis, Sales, Nonprofits
Education
Fordham University 1999 — 2001
Master's degree, Human Resources Education
St. Francis College 1994 — 1998
BS, Business Management
College of Staten Island, City University of New York January 2012 - Present
BNY Mellon March 2008 - July 2009
JPMorgan Chase July 1994 - March 2008
Skills
Training, Resume Writing, Program Management, Customer Service, Community Outreach, Microsoft Office, Event Planning, Research, Non-profits, Project Management, Leadership Development, Strategic Planning, Recruiting, Team Building, Entrepreneurship..., Coaching, Management, Organizational..., Employee Training, Leadership, Entrepreneurship..., Analysis, Sales, Nonprofits
Education
Fordham University 1999 — 2001
Master's degree, Human Resources Education
St. Francis College 1994 — 1998
BS, Business Management
O'Neil Spence's BNY Mellon Experience June 2005 - December 2010
Job JP Morgan
Industry Financial Services
Experience
JP Morgan April 2011 - Present
BNY Mellon June 2005 - December 2010
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
New York University
Bachelor of Arts (B.A.), Economics
JP Morgan April 2011 - Present
BNY Mellon June 2005 - December 2010
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
New York University
Bachelor of Arts (B.A.), Economics
Joseph Tripodi's BNY Mellon Experience May 2011 - August 2013
Job Trader Assistant at Ionic Capital Management
Industry Financial Services
Experience
Ionic Capital Management January 2015 - Present
Advent Capital Management August 2013 - January 2015
BNY Mellon May 2011 - August 2013
TD June 2009 - September 2010
Education
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Ionic Capital Management January 2015 - Present
Advent Capital Management August 2013 - January 2015
BNY Mellon May 2011 - August 2013
TD June 2009 - September 2010
Education
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
S. Abella's BNY Mellon Experience 2005 - 2005
Job Fixed Income Associate
Industry Investment Management
Experience
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) April 2014 - Present
Moody's Investors Service October 2010 - March 2014
Moody's Investors Service September 2008 - October 2010
UBS May 2007 - May 2008
BNY Mellon 2005 - 2005
Skills
Credit Analysis, Credit Risk, Credit Rating, Oil & Gas Industry, Energy, Fixed Income, Valuation, Financial Modeling, Financial Analysis, Finance, Bloomberg, Corporate Finance, Analysis, Investments, Capital Markets, Bloomberg Terminal, Financial Risk, Data Analysis
Education
Fordham University
Bachelor of Science (B.S.)
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) April 2014 - Present
Moody's Investors Service October 2010 - March 2014
Moody's Investors Service September 2008 - October 2010
UBS May 2007 - May 2008
BNY Mellon 2005 - 2005
Skills
Credit Analysis, Credit Risk, Credit Rating, Oil & Gas Industry, Energy, Fixed Income, Valuation, Financial Modeling, Financial Analysis, Finance, Bloomberg, Corporate Finance, Analysis, Investments, Capital Markets, Bloomberg Terminal, Financial Risk, Data Analysis
Education
Fordham University
Bachelor of Science (B.S.)
Kenneth Baney's BNY Mellon Experience July 2007 - December 2011
Job Reconciliation Associate
Industry Financial Services
Experience
Computershare January 2012 - June 2013
Computershare July 1988 - June 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services December 2000 - June 2007
Chase Mellon Shareholder Services (CMSS) April 1996 - November 2000
Chemical Mellon Shareholder Services (CMSS) May 1995 - March 1996
Chemical Bank July 1992 - April 1995
Manufacturers Hanover Trust July 1988 - June 1992
Manufacturers Hanover October 1986 - July 1988
Gutman & Mintz 1985 - 1986
Skills
Microsoft Excel, Enterprise Vault, Research, Data Reconciliation, G/L Analysis, Outlook, Corporate Actions, Data Entry, Inventory Control, Management, Time Management, Access, Stocks, Software Documentation, Order From Chaos, MS Excel Pivot Tables, Data Import/export, Share Reconcilement, Fund Reconcilement, Production Reporting, Proactive self-starter, Problem Solving, Learning Quickly, Trading, Product Cost Analysis, LinkedIn, Twitter, Internet, iPhone, Google Search, Creative Writing, Proofreading, Fiction Writing, Crosswords, Microsoft Outlook, cryptograms, cryptoquizes, Customer Service
Education
Fordham University
Business Administration - Accounting - 80 Credits Toward BA
HIgh School of Graphic Communication Arts
Journalism
New York School of Printing
Journalism
Computershare January 2012 - June 2013
Computershare July 1988 - June 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services December 2000 - June 2007
Chase Mellon Shareholder Services (CMSS) April 1996 - November 2000
Chemical Mellon Shareholder Services (CMSS) May 1995 - March 1996
Chemical Bank July 1992 - April 1995
Manufacturers Hanover Trust July 1988 - June 1992
Manufacturers Hanover October 1986 - July 1988
Gutman & Mintz 1985 - 1986
Skills
Microsoft Excel, Enterprise Vault, Research, Data Reconciliation, G/L Analysis, Outlook, Corporate Actions, Data Entry, Inventory Control, Management, Time Management, Access, Stocks, Software Documentation, Order From Chaos, MS Excel Pivot Tables, Data Import/export, Share Reconcilement, Fund Reconcilement, Production Reporting, Proactive self-starter, Problem Solving, Learning Quickly, Trading, Product Cost Analysis, LinkedIn, Twitter, Internet, iPhone, Google Search, Creative Writing, Proofreading, Fiction Writing, Crosswords, Microsoft Outlook, cryptograms, cryptoquizes, Customer Service
Education
Fordham University
Business Administration - Accounting - 80 Credits Toward BA
HIgh School of Graphic Communication Arts
Journalism
New York School of Printing
Journalism
Christopher San Filippo's BNY Mellon Experience September 2014 - Present
Job Vice President, NY Derivatives Group at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon May 2010 - September 2014
BNY Mellon June 2006 - May 2010
Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Capital Markets, Securities, Derivatives, Financial Analysis, Mutual Funds, Financial Services, Valuation, Investments, Asset Management, Investment Banking, Portfolio Management, Alternative Investments, Banking, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.89
Seton Hall University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General, 3.35
BNY Mellon September 2014 - Present
BNY Mellon May 2010 - September 2014
BNY Mellon June 2006 - May 2010
Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Capital Markets, Securities, Derivatives, Financial Analysis, Mutual Funds, Financial Services, Valuation, Investments, Asset Management, Investment Banking, Portfolio Management, Alternative Investments, Banking, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.89
Seton Hall University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General, 3.35
Orlando Cruz's BNY Mellon Experience August 2008 - January 2010
Job AML ANALYST
Industry Internet
Experience
DAVID TURRIGIANO, CPA P.C. , BROOKLYN, NY November 2014 - August 2015
Standard Chartered Bank September 2014 - November 2014
JPMorgan Chase & Co. November 2013 - March 2014
Lloyds Banking Group October 2012 - March 2013
HSBC May 2012 - September 2012
HSBC April 2010 - February 2012
BNY Mellon August 2008 - January 2010
Deutsche Bank August 2006 - March 2008
Hospitality Industry/ Freelance January 2002 - June 2006
AXA Financial September 1996 - October 2001
Skills
Due Diligence, Analysis, Risk Management, Research, Operational Risk, Securities, Enterprise Risk..., Banking, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Financial Services, KYC, Microsoft Excel, Microsoft Office, Anti-Money Laundering..., Transaction Monitoring, Norkom, Mantis, Prime, Optima, LexisNexis, WorldCheck, Bloomberg Terminal, Actimize, Fortent, Risk Assessment, Operational Risk..., Financial Risk, Anti Money Laundering
Education
Fordham University 1991 — 1993
Information Science/Studies
DAVID TURRIGIANO, CPA P.C. , BROOKLYN, NY November 2014 - August 2015
Standard Chartered Bank September 2014 - November 2014
JPMorgan Chase & Co. November 2013 - March 2014
Lloyds Banking Group October 2012 - March 2013
HSBC May 2012 - September 2012
HSBC April 2010 - February 2012
BNY Mellon August 2008 - January 2010
Deutsche Bank August 2006 - March 2008
Hospitality Industry/ Freelance January 2002 - June 2006
AXA Financial September 1996 - October 2001
Skills
Due Diligence, Analysis, Risk Management, Research, Operational Risk, Securities, Enterprise Risk..., Banking, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Financial Services, KYC, Microsoft Excel, Microsoft Office, Anti-Money Laundering..., Transaction Monitoring, Norkom, Mantis, Prime, Optima, LexisNexis, WorldCheck, Bloomberg Terminal, Actimize, Fortent, Risk Assessment, Operational Risk..., Financial Risk, Anti Money Laundering
Education
Fordham University 1991 — 1993
Information Science/Studies
Edward McDonough's BNY Mellon Experience August 2008 - Present
Job VP, Investment Management Finance at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2008 - Present
BNY Mellon December 2004 - July 2008
Bank of New York June 2002 - November 2004
Skills
Financial Analysis, Corporate Finance, Asset Management, Finance, Investment Management, Analytics, Strategic Planning, Accounting, Forecasting, PeopleSoft, Executive Presentations, Financial Modeling, Strategic Financial..., Corporate Accounting, Employee Engagement, Financial Reporting, Seed Capital, Analysis, Investments, Financial Services, Banking, Risk Management, Business Analysis
Education
Fordham University 1998 — 2002
Bachelor's Degree, Finance and Economics
BNY Mellon August 2008 - Present
BNY Mellon December 2004 - July 2008
Bank of New York June 2002 - November 2004
Skills
Financial Analysis, Corporate Finance, Asset Management, Finance, Investment Management, Analytics, Strategic Planning, Accounting, Forecasting, PeopleSoft, Executive Presentations, Financial Modeling, Strategic Financial..., Corporate Accounting, Employee Engagement, Financial Reporting, Seed Capital, Analysis, Investments, Financial Services, Banking, Risk Management, Business Analysis
Education
Fordham University 1998 — 2002
Bachelor's Degree, Finance and Economics
Lindsay Yee's BNY Mellon Experience August 2011 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
BNY Mellon September 2007 - July 2011
BNY Mellon November 2006 - September 2007
BNY Mellon November 2004 - November 2006
MBIA October 2002 - November 2004
Skills
Capital Markets, Derivatives, Fixed Income, Treasury, Finance, Equities
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
Master of Business Administration (MBA), Finance, General
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Economics
BNY Mellon August 2011 - Present
BNY Mellon September 2007 - July 2011
BNY Mellon November 2006 - September 2007
BNY Mellon November 2004 - November 2006
MBIA October 2002 - November 2004
Skills
Capital Markets, Derivatives, Fixed Income, Treasury, Finance, Equities
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
Master of Business Administration (MBA), Finance, General
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Economics
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