BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Lisa Abramson Scott, Ph.D. Lisa Abramson Scott, Ph.D.'s BNY Mellon Experience 2007 - 2010
Job Education/Youth Policy Professional
Industry Publishing
Experience
Youth Communication August 2010 - Present
BNY Mellon 2007 - 2010
The Bank of New York, Broker Dealer Services 1994 - 2007
The Bank of New York, Internal Audit 1989 - 1994
New York City Head Start Public School Transition Project 1992 - 1993
New York University, Robert F. Wagner Graduate School of Public Service 1988 - 1993
Deloitte and Touche Co. 1987 - 1993
New York City Board of Education, Office of Research, Evaluation, and Assessment 1991 - 1992
Community Service Society 1990 - 1990
Welfare Research Inc. 1989 - 1989
Education
New York University, Robert F. Wagner Graduate School of Public Service
Ph.D., Management, Organization Theory, Policy Evaluation, Education Policy
Goucher College
B.A., Mathematics
Rutgers University, Graduate School of Computer Science
Youth Communication August 2010 - Present
BNY Mellon 2007 - 2010
The Bank of New York, Broker Dealer Services 1994 - 2007
The Bank of New York, Internal Audit 1989 - 1994
New York City Head Start Public School Transition Project 1992 - 1993
New York University, Robert F. Wagner Graduate School of Public Service 1988 - 1993
Deloitte and Touche Co. 1987 - 1993
New York City Board of Education, Office of Research, Evaluation, and Assessment 1991 - 1992
Community Service Society 1990 - 1990
Welfare Research Inc. 1989 - 1989
Education
New York University, Robert F. Wagner Graduate School of Public Service
Ph.D., Management, Organization Theory, Policy Evaluation, Education Policy
Goucher College
B.A., Mathematics
Rutgers University, Graduate School of Computer Science
Kyle Davis Kyle Davis's BNY Mellon Experience June 2015 - July 2015
Job Cyber Threat Intelligence Strategy Lead at Target
Industry Retail
Experience
Target August 2015 - Present
BNY Mellon June 2015 - July 2015
U.S. Department of the Treasury July 2013 - May 2015
Georgetown University May 2008 - July 2013
Chevy Chase Bank December 2000 - December 2006
Skills
Information Security, Analysis, Cyber Intelligence, Security, Information Security..., Risk Management, CISSP, Project Management, Financial Analysis, Economics, Integration, Financial Risk, Vulnerability Assessment, Governance, Banking, Information Technology, Program Management, Data Analysis, Risk Mitigation, Public Speaking, System Administration, Policy, Network Security, SDLC, Vulnerability Management, Risk Assessment, IT Strategy, Enterprise Architecture, Risk Analysis, Compliance, Change Management, Disaster Recovery, Enterprise Risk..., Information Assurance, PCI DSS, Vendor Management, PMP, Python, SQL, Financial Sector
Education
Georgetown University 2010 — 2012
Master of Business Administration (MBA), Finance, International Business
Georgetown University
BSFS, Foreign Service - International Economics, International Finance
University of Colorado Boulder 1996 — 1998
Computer Science
Target August 2015 - Present
BNY Mellon June 2015 - July 2015
U.S. Department of the Treasury July 2013 - May 2015
Georgetown University May 2008 - July 2013
Chevy Chase Bank December 2000 - December 2006
Skills
Information Security, Analysis, Cyber Intelligence, Security, Information Security..., Risk Management, CISSP, Project Management, Financial Analysis, Economics, Integration, Financial Risk, Vulnerability Assessment, Governance, Banking, Information Technology, Program Management, Data Analysis, Risk Mitigation, Public Speaking, System Administration, Policy, Network Security, SDLC, Vulnerability Management, Risk Assessment, IT Strategy, Enterprise Architecture, Risk Analysis, Compliance, Change Management, Disaster Recovery, Enterprise Risk..., Information Assurance, PCI DSS, Vendor Management, PMP, Python, SQL, Financial Sector
Education
Georgetown University 2010 — 2012
Master of Business Administration (MBA), Finance, International Business
Georgetown University
BSFS, Foreign Service - International Economics, International Finance
University of Colorado Boulder 1996 — 1998
Computer Science
Laura Castrillon Laura Castrillon's BNY Mellon Experience August 2000 - July 2001
Job Financial Analyst
Industry Financial Services
Experience
Rodan + Fields Dermatologists / Skin & Beauty Logic June 2015 - Present
McGraw Hill Financial March 2009 - December 2014
McGraw-Hill April 2007 - March 2009
McGraw-Hill May 2005 - April 2007
McGraw-Hill February 2004 - May 2005
McGraw-Hill July 2001 - February 2004
BNY Mellon August 2000 - July 2001
Merrill Lynch August 1999 - August 2000
Skills
Employee Benefits, Lawson HRIS, Lawson General Ledger, Oracle Applications, Remedy Ticketing System, Microsoft Office, MS Project, Sarbanes-Oxley, Financial Audits, Payroll Analysis, Project Planning, Internal Controls, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Human Resources, Consolidation, TM1, Forecasting, Financial Analysis, Financial Modeling, Accounting, General Ledger, Strategic Financial..., Budgets, Cash Flow, Accounts Payable, Managerial Finance
Education
Georgian Court University 2005 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance, 3.92
Seton Hall University 1997 — 1999
Bachelor of Science (B.S.), Accounting, 3.5
Rodan + Fields Dermatologists / Skin & Beauty Logic June 2015 - Present
McGraw Hill Financial March 2009 - December 2014
McGraw-Hill April 2007 - March 2009
McGraw-Hill May 2005 - April 2007
McGraw-Hill February 2004 - May 2005
McGraw-Hill July 2001 - February 2004
BNY Mellon August 2000 - July 2001
Merrill Lynch August 1999 - August 2000
Skills
Employee Benefits, Lawson HRIS, Lawson General Ledger, Oracle Applications, Remedy Ticketing System, Microsoft Office, MS Project, Sarbanes-Oxley, Financial Audits, Payroll Analysis, Project Planning, Internal Controls, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Human Resources, Consolidation, TM1, Forecasting, Financial Analysis, Financial Modeling, Accounting, General Ledger, Strategic Financial..., Budgets, Cash Flow, Accounts Payable, Managerial Finance
Education
Georgian Court University 2005 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance, 3.92
Seton Hall University 1997 — 1999
Bachelor of Science (B.S.), Accounting, 3.5
Jessi Gentile's BNY Mellon Experience December 2012 - February 2013
Job
Industry Accounting
Experience
Mercedes-Benz of Denver March 2014 - Present
Ed Bozarth Chevrolet October 2013 - February 2014
BNY Mellon December 2012 - February 2013
Wilmington Trust May 2008 - August 2008
Skills
Microsoft Excel, Sales Management, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Customer Satisfaction, Inventory Management, Sales, Team Building, Customer Retention, Negotiation
Education
Goldey Beacom College 2012 — 2012
MBA, Finance
Goldey Beacom College 2006 — 2008
BS, Accounting
Galax High School
High school
Mercedes-Benz of Denver March 2014 - Present
Ed Bozarth Chevrolet October 2013 - February 2014
BNY Mellon December 2012 - February 2013
Wilmington Trust May 2008 - August 2008
Skills
Microsoft Excel, Sales Management, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Customer Satisfaction, Inventory Management, Sales, Team Building, Customer Retention, Negotiation
Education
Goldey Beacom College 2012 — 2012
MBA, Finance
Goldey Beacom College 2006 — 2008
BS, Accounting
Galax High School
High school
Tammy DeStafney Tammy DeStafney's BNY Mellon Experience July 1994 - Present
Job
Industry Financial Services
Experience
BNY Mellon July 1994 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Management, English, Outlook, Windows, Photoshop, Leadership, Dreamweaver, Lean Six Sigma, Six Sigma, Usability, Crystal Reports, Project Management, Microsoft Project
Education
Goldey-Beacom College
BNY Mellon July 1994 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Management, English, Outlook, Windows, Photoshop, Leadership, Dreamweaver, Lean Six Sigma, Six Sigma, Usability, Crystal Reports, Project Management, Microsoft Project
Education
Goldey-Beacom College
Kevin Truono Kevin Truono's BNY Mellon Experience May 2015 - Present
Job Investment Accountant at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon May 2015 - Present
Tom Truono Construction April 2010 - May 2015
Tom Truono Construction March 2005 - May 2015
Skills
Economics, Excel, Microsoft Office, PowerPoint, Quickbooks, Financial Analysis, Analysis, Account Reconciliation
Education
Goldey Beacom College 2009 — 2012
Bachelor of Science, Economics
BNY Mellon May 2015 - Present
Tom Truono Construction April 2010 - May 2015
Tom Truono Construction March 2005 - May 2015
Skills
Economics, Excel, Microsoft Office, PowerPoint, Quickbooks, Financial Analysis, Analysis, Account Reconciliation
Education
Goldey Beacom College 2009 — 2012
Bachelor of Science, Economics
Doug Shulman Doug Shulman's BNY Mellon Experience 2014 - Present
Job Senior Executive Vice President; Member of Executive Committee at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2014 - Present
Harvard Kennedy School Center for Business & Government 2013 - 2014
McKinsey & Company 2013 - 2014
The Brookings Institution 2013 - 2013
Internal Revenue Service 2008 - 2012
Financial Industry Regulatory Authority 2006 - 2008
Depository Trust & Clearing Corporation 2004 - 2008
World Federation of Exchanges 2004 - 2007
NASD (currently FINRA) 2003 - 2006
NASD (currently FINRA) 2000 - 2003
Education
Georgetown University Law Center 1996 — 2000
Doctor of Law (JD), magna cum laude
Harvard University Kennedy School of Government 1995 — 1996
Master of Public Administration (MPA)
Williams College 1985 — 1989
Bachelor of Arts (BA)
BNY Mellon 2014 - Present
Harvard Kennedy School Center for Business & Government 2013 - 2014
McKinsey & Company 2013 - 2014
The Brookings Institution 2013 - 2013
Internal Revenue Service 2008 - 2012
Financial Industry Regulatory Authority 2006 - 2008
Depository Trust & Clearing Corporation 2004 - 2008
World Federation of Exchanges 2004 - 2007
NASD (currently FINRA) 2003 - 2006
NASD (currently FINRA) 2000 - 2003
Education
Georgetown University Law Center 1996 — 2000
Doctor of Law (JD), magna cum laude
Harvard University Kennedy School of Government 1995 — 1996
Master of Public Administration (MPA)
Williams College 1985 — 1989
Bachelor of Arts (BA)
Robert Papp Robert Papp's BNY Mellon Experience
Job Senior Client Service Representative at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Banking, Financial Services, Investments
Education
Goldey-Beacom College
Bachelor's Degree
BNY Mellon
Skills
Banking, Financial Services, Investments
Education
Goldey-Beacom College
Bachelor's Degree
Telmo de Morais Telmo de Morais's BNY Mellon Experience May 2014 - August 2014
Job Internal Audit Intern at BNY Mellon
Industry Financial Services
Experience
Georgetown Collegiate Investors, LLC September 2014 - December 2014
BNY Mellon May 2014 - August 2014
Georgetown Collegiate Investors January 2014 - May 2014
Georgetown University September 2012 - April 2014
UNICA - União da Indústria de Cana-de-Açúcar October 2013 - December 2013
City of Newark July 2009 - September 2009
Skills
Public Speaking, Leadership, Social Media, Spanish, Languages, Data Analysis, Fundraising, Economics, Writing, International Relations, Editing, Government, Brazilian Portuguese, Policy Analysis, Latin America, Latin American markets, Investments, Photoshop, InDesign
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Economics
St. Benedict's Prep School 2007 — 2012
Georgetown Collegiate Investors, LLC September 2014 - December 2014
BNY Mellon May 2014 - August 2014
Georgetown Collegiate Investors January 2014 - May 2014
Georgetown University September 2012 - April 2014
UNICA - União da Indústria de Cana-de-Açúcar October 2013 - December 2013
City of Newark July 2009 - September 2009
Skills
Public Speaking, Leadership, Social Media, Spanish, Languages, Data Analysis, Fundraising, Economics, Writing, International Relations, Editing, Government, Brazilian Portuguese, Policy Analysis, Latin America, Latin American markets, Investments, Photoshop, InDesign
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Economics
St. Benedict's Prep School 2007 — 2012
John Moye John Moye's BNY Mellon Experience June 1975 - June 1980
Job 30 years of finance experience. Looking for full or part time situations.
Industry Financial Services
Experience
Carleton Ward & Co. September 1982 - Present
BNY Mellon June 1975 - June 1980
Education
University of North Carolina at Chapel Hill 1973 — 1975
Master of Business Administration (MBA), Finance, General
Alliance Francaise 1973 — 1973
French
Goethe Institute 1971 — 1971
Georgia Tech 1966 — 1970
Bachelor of Industrial Engineering, Systems Engineering
Cairo High School, Cairo, GA 1962 — 1966
Carleton Ward & Co. September 1982 - Present
BNY Mellon June 1975 - June 1980
Education
University of North Carolina at Chapel Hill 1973 — 1975
Master of Business Administration (MBA), Finance, General
Alliance Francaise 1973 — 1973
French
Goethe Institute 1971 — 1971
Georgia Tech 1966 — 1970
Bachelor of Industrial Engineering, Systems Engineering
Cairo High School, Cairo, GA 1962 — 1966
Geiger Smith's BNY Mellon Experience September 2010 - August 2013
Job Residential Sales Associate at Berkshire Hathaway Fox & Roach, REALTORS
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2013 - Present
BNY Mellon September 2010 - August 2013
PNC Global Investment Servicing October 2008 - September 2010
Skills
Microsoft Excel, Marketing, Customer Service, Microsoft Office, Management, Recruiting, Leadership, Research, Marketing Strategy, Business Development, Contract Negotiation, Financial Analysis
Education
The Haverford School 1986 — 1999
Gettysburg College
Bachelor's Degree, Philosphy/Business
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2013 - Present
BNY Mellon September 2010 - August 2013
PNC Global Investment Servicing October 2008 - September 2010
Skills
Microsoft Excel, Marketing, Customer Service, Microsoft Office, Management, Recruiting, Leadership, Research, Marketing Strategy, Business Development, Contract Negotiation, Financial Analysis
Education
The Haverford School 1986 — 1999
Gettysburg College
Bachelor's Degree, Philosphy/Business
Kristin Curry Kristin Curry's BNY Mellon Experience July 2013 - Present
Job Settlement Expert at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2008 - July 2013
Skills
Equities, Financial Analysis, Investments, Mutual Funds, Trading
Education
Goucher College 2004 — 2008
Business, Business
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2008 - July 2013
Skills
Equities, Financial Analysis, Investments, Mutual Funds, Trading
Education
Goucher College 2004 — 2008
Business, Business
Lisa Hoffman Lisa Hoffman's BNY Mellon Experience November 2010 - Present
Job Senior Recruiter, BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
JPMorgan Chase June 2010 - November 2010
Comcast Cable August 2008 - November 2009
UPS Logistics 2001 - 2004
First USA 1998 - 2001
Skills
Strategic Sourcing, Full-cycle Recruiting, Direct Recruiting, College Recruiting, Client Relationship..., Client Engagement, Redeployment, Career Counseling, Recruiting, Talent Acquisition, SDLC, Human Resources, Customer Engagement, Hiring, Process Improvement, CRM, Taleo, Applicant Tracking..., Management, Onboarding, Microsoft Excel, Leadership, Analysis
Education
Goldey-Beacom College 1985 — 1987
Business Administration
Concord 1981 — 1985
BNY Mellon November 2010 - Present
JPMorgan Chase June 2010 - November 2010
Comcast Cable August 2008 - November 2009
UPS Logistics 2001 - 2004
First USA 1998 - 2001
Skills
Strategic Sourcing, Full-cycle Recruiting, Direct Recruiting, College Recruiting, Client Relationship..., Client Engagement, Redeployment, Career Counseling, Recruiting, Talent Acquisition, SDLC, Human Resources, Customer Engagement, Hiring, Process Improvement, CRM, Taleo, Applicant Tracking..., Management, Onboarding, Microsoft Excel, Leadership, Analysis
Education
Goldey-Beacom College 1985 — 1987
Business Administration
Concord 1981 — 1985
Jeniene Barker Jeniene Barker's BNY Mellon Experience January 2015 - Present
Job Operations Officer at Wilmington Trust Company currently in a career transition
Industry Banking
Experience
BNY Mellon January 2015 - Present
Care giving self employed September 2011 - Present
First State Mustang and Ford Club January 2013 - December 2013
DSW August 2013 - October 2013
Kelly Services January 2012 - January 2012
Wilmington Trust and M and T Bank 2003 - September 2011
Wilmington Trust Company 1993 - September 2011
Skills
Banking, Risk Management, Vendor Management, Relationship Management, Budgets, Strategy, Financial Services, Disaster Recovery, Business Analysis, Process Improvement, Business Process..., Management, Financial Analysis, Finance, Leadership, Retail Banking, Strategic Planning, Project Management
Education
Goldey-Beacom College 1979 — 1982
AS, Accounting
BNY Mellon January 2015 - Present
Care giving self employed September 2011 - Present
First State Mustang and Ford Club January 2013 - December 2013
DSW August 2013 - October 2013
Kelly Services January 2012 - January 2012
Wilmington Trust and M and T Bank 2003 - September 2011
Wilmington Trust Company 1993 - September 2011
Skills
Banking, Risk Management, Vendor Management, Relationship Management, Budgets, Strategy, Financial Services, Disaster Recovery, Business Analysis, Process Improvement, Business Process..., Management, Financial Analysis, Finance, Leadership, Retail Banking, Strategic Planning, Project Management
Education
Goldey-Beacom College 1979 — 1982
AS, Accounting
Helen Garbowski Helen Garbowski's BNY Mellon Experience January 2014 - Present
Job Marketing Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
BNY Mellon June 2003 - January 2014
BNY Mellon August 1997 - March 2000
BNY Mellon January 1996 - August 1997
BNY Mellon March 1991 - January 1995
Skills
Writing, Editing, Microsoft Office, Marketing, Banking, Social Media, Fixed Income, Marketing Communications
Education
New York University Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
New York University Graduate School of Arts and Sciences 1988 — 1990
Master of Arts (M.A.), English Language and Literature, General
Georgetown University 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General, summa cum laude
Middle School
BNY Mellon January 2014 - Present
BNY Mellon June 2003 - January 2014
BNY Mellon August 1997 - March 2000
BNY Mellon January 1996 - August 1997
BNY Mellon March 1991 - January 1995
Skills
Writing, Editing, Microsoft Office, Marketing, Banking, Social Media, Fixed Income, Marketing Communications
Education
New York University Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
New York University Graduate School of Arts and Sciences 1988 — 1990
Master of Arts (M.A.), English Language and Literature, General
Georgetown University 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General, summa cum laude
Middle School
Joanne Weiss's BNY Mellon Experience 2008 - Present
Job Technology Finance Business Controller at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2008 - Present
American Stock Exchange April 2003 - April 2008
Skills
Financial Analysis, Finance, Business Analysis, Analysis, Accounting, Risk Management, Financial Planning, Budgets, Forecasting, Financial Services, Management, Variance Analysis, Strategic Financial..., Microsoft Excel, Vendor Management
Education
Golden Gate University 2005 — 2008
Masters, Accounting
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Communication Studies
BNY Mellon 2008 - Present
American Stock Exchange April 2003 - April 2008
Skills
Financial Analysis, Finance, Business Analysis, Analysis, Accounting, Risk Management, Financial Planning, Budgets, Forecasting, Financial Services, Management, Variance Analysis, Strategic Financial..., Microsoft Excel, Vendor Management
Education
Golden Gate University 2005 — 2008
Masters, Accounting
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Communication Studies
Paul Hruby's BNY Mellon Experience June 2007 - Present
Job Vice President, Global Depositary Receipts Division at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2007 - Present
Skills
Equities, Capital Markets, Management, CRM, Bloomberg Terminal, Securities, Hedge Funds, Investments, Fixed Income
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, International Finance and Operations
New York University 2003 — 2004
Graduate Certificate, International Affairs
North Dakota State University 1992 — 1996
Bachelors of Science
BNY Mellon June 2007 - Present
Skills
Equities, Capital Markets, Management, CRM, Bloomberg Terminal, Securities, Hedge Funds, Investments, Fixed Income
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, International Finance and Operations
New York University 2003 — 2004
Graduate Certificate, International Affairs
North Dakota State University 1992 — 1996
Bachelors of Science
Kim Julian Kim Julian's BNY Mellon Experience July 2010 - Present
Job Marketing Professional at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing September 2008 - July 2010
United Electric Supply August 2007 - September 2008
Education
Goldey Beacom College 1985 — 1989
B.S., Marketing Management
BNY Mellon July 2010 - Present
PNC Global Investment Servicing September 2008 - July 2010
United Electric Supply August 2007 - September 2008
Education
Goldey Beacom College 1985 — 1989
B.S., Marketing Management
Joy D. Thomas Joy D. Thomas's BNY Mellon Experience October 2012 - June 2013
Job Associate Director of Financial Aid
Industry Higher Education
Experience
Prairie View A&M University June 2013 - Present
Prairie View A&M University September 2013 - March 2014
BNY Mellon October 2012 - June 2013
SunGard Higher Education/ Prairie View A&M University March 2011 - October 2012
Savannah State University February 2009 - April 2011
Savannah State University July 2005 - February 2009
Skills
Higher Education, Access, Public Speaking, Microsoft Office, Windows, Word, Excel, Research, Analysis, SQL, Business Analysis, ERP, Process Improvement, Databases, Problem Solving, Information Technology, Banking, Project Management, Project Planning, SharePoint, Business Process..., Management, Microsoft Excel, Leadership, Admissions
Education
Texas Southern University 2012 — 2014
Doctorate of Educational Adminstration, Higher Education Administration
Georgia Southern University 2009 — 2011
Ed.D, Educational Adminstration/ Higher Ed. Adminstration
University of Phoenix- Savannah Campus 2006 — 2008
MBA
Georgia Southern University 2004 — 2005
MPA, Public Adminstration
Georgia Southern University 1999 — 2003
BBA, Human Resource Management
Prairie View A&M University June 2013 - Present
Prairie View A&M University September 2013 - March 2014
BNY Mellon October 2012 - June 2013
SunGard Higher Education/ Prairie View A&M University March 2011 - October 2012
Savannah State University February 2009 - April 2011
Savannah State University July 2005 - February 2009
Skills
Higher Education, Access, Public Speaking, Microsoft Office, Windows, Word, Excel, Research, Analysis, SQL, Business Analysis, ERP, Process Improvement, Databases, Problem Solving, Information Technology, Banking, Project Management, Project Planning, SharePoint, Business Process..., Management, Microsoft Excel, Leadership, Admissions
Education
Texas Southern University 2012 — 2014
Doctorate of Educational Adminstration, Higher Education Administration
Georgia Southern University 2009 — 2011
Ed.D, Educational Adminstration/ Higher Ed. Adminstration
University of Phoenix- Savannah Campus 2006 — 2008
MBA
Georgia Southern University 2004 — 2005
MPA, Public Adminstration
Georgia Southern University 1999 — 2003
BBA, Human Resource Management
Ayan Bhattacharya Ayan Bhattacharya's BNY Mellon Experience May 2005 - August 2005
Job
Industry Computer Software
Experience
IBM Watson December 2012 - Present
Reed Elsevier 2011 - 2012
Thomson Reuters June 2006 - December 2010
BNY Mellon May 2005 - August 2005
ICMA-RC June 2003 - July 2004
Citigroup - Citistreet September 2000 - June 2003
Skills
cognitive computing, Strategy, Competitive Analysis, Product Management, Analytics, Financial Modeling, Business Strategy, Business Development, Product Development, Entrepreneurship, Go-to-market Strategy, Digital Strategy, Innovation, Strategic Partnerships, Project Management, New Business Development, Emerging Markets, Market Analysis, Competitive Intelligence, Mobile Devices, Corporate Development, M&A experience, Analysis, Business Modeling, Solutions Marketing, Mergers & Acquisitions, Technology Development, Mobile Solutions, Market Research, E-commerce
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance and Strategy
New York University 2001 — 2002
MS, Systems and Management
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
Lawrence High 1994 — 1997
St. Xavier's 1985 — 1995
High School
IBM Watson December 2012 - Present
Reed Elsevier 2011 - 2012
Thomson Reuters June 2006 - December 2010
BNY Mellon May 2005 - August 2005
ICMA-RC June 2003 - July 2004
Citigroup - Citistreet September 2000 - June 2003
Skills
cognitive computing, Strategy, Competitive Analysis, Product Management, Analytics, Financial Modeling, Business Strategy, Business Development, Product Development, Entrepreneurship, Go-to-market Strategy, Digital Strategy, Innovation, Strategic Partnerships, Project Management, New Business Development, Emerging Markets, Market Analysis, Competitive Intelligence, Mobile Devices, Corporate Development, M&A experience, Analysis, Business Modeling, Solutions Marketing, Mergers & Acquisitions, Technology Development, Mobile Solutions, Market Research, E-commerce
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance and Strategy
New York University 2001 — 2002
MS, Systems and Management
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
Lawrence High 1994 — 1997
St. Xavier's 1985 — 1995
High School
Christie Leppert Christie Leppert's BNY Mellon Experience August 2006 - Present
Job Vice President at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon August 2006 - Present
BNY Mellon 2000 - 2003
BNY Mellon 1998 - 2000
Skills
Business Analysis, Financial Analysis, Financial Services, Insurance, Process Improvement, Risk Management, Bonds
Education
Georgia Southern University 1991 — 1995
Business Administration
BNY Mellon August 2006 - Present
BNY Mellon 2000 - 2003
BNY Mellon 1998 - 2000
Skills
Business Analysis, Financial Analysis, Financial Services, Insurance, Process Improvement, Risk Management, Bonds
Education
Georgia Southern University 1991 — 1995
Business Administration
Rory Snyder's BNY Mellon Experience January 2014 - June 2014
Job Accountant at Capital One
Industry Accounting
Experience
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Peter LiVolsi Peter LiVolsi's BNY Mellon Experience June 2013 - August 2013
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2011 - February 2015
PwC June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Research, Project Management, Consumer Lending
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Economics
PwC 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2011 - February 2015
PwC June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Research, Project Management, Consumer Lending
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Economics
Anthony Fortunato Anthony Fortunato's BNY Mellon Experience December 2013 - Present
Job AIS Fund Accountant I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
Louviers Federal Credit Union June 2011 - December 2013
TD Bank Group May 2010 - June 2011
Bayshore Ford Truck Sales November 2007 - May 2010
Skills
Accounting, Accounts Payable, Banking, Credit, Customer Service, Operations Management, Bank Reconciliation, Investments, Cash Management, Financial Analysis, Cash, Deposits, Financial Statements, Expenses
Education
Goldey Beacom College 2012 — 2013
Post-Baccalaureate Certificate in Accounting, Accounting
University of Delaware 2007 — 2011
Bachelors, Finance
BNY Mellon December 2013 - Present
Louviers Federal Credit Union June 2011 - December 2013
TD Bank Group May 2010 - June 2011
Bayshore Ford Truck Sales November 2007 - May 2010
Skills
Accounting, Accounts Payable, Banking, Credit, Customer Service, Operations Management, Bank Reconciliation, Investments, Cash Management, Financial Analysis, Cash, Deposits, Financial Statements, Expenses
Education
Goldey Beacom College 2012 — 2013
Post-Baccalaureate Certificate in Accounting, Accounting
University of Delaware 2007 — 2011
Bachelors, Finance
Kalen Schou Kalen Schou's BNY Mellon Experience June 2011 - August 2011
Job Event Coordinator at Dallas Sports Commission
Industry Sports
Experience
Dallas Sports Commission January 2015 - Present
Sibley Family January 2011 - January 2015
Dallas Convention & Visitors Bureau June 2013 - May 2014
Dallas Convention & Visitors Bureau May 2012 - April 2013
BNY Mellon June 2011 - August 2011
Florida Rhinos May 2011 - August 2011
Moe's Southwest Grill June 2010 - August 2010
Skills
Organization, Plannning, Marketing, Microsoft Word, Events Coordination, Social Media, Microsoft PowerPoint
Education
Georgetown University 2015 — 2017
Master of Professional Studies, Sports Industry Management
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Applied Physiology and Sport Managment
The Bolles School 2007 — 2010
High School
Dallas Sports Commission January 2015 - Present
Sibley Family January 2011 - January 2015
Dallas Convention & Visitors Bureau June 2013 - May 2014
Dallas Convention & Visitors Bureau May 2012 - April 2013
BNY Mellon June 2011 - August 2011
Florida Rhinos May 2011 - August 2011
Moe's Southwest Grill June 2010 - August 2010
Skills
Organization, Plannning, Marketing, Microsoft Word, Events Coordination, Social Media, Microsoft PowerPoint
Education
Georgetown University 2015 — 2017
Master of Professional Studies, Sports Industry Management
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Applied Physiology and Sport Managment
The Bolles School 2007 — 2010
High School
Jack Findaro's BNY Mellon Experience May 2012 - July 2012
Job Senior Analyst Global Financial Planning and Analysis, Investor Relations, and ZBB
Industry Food & Beverages
Experience
Burger King Corporation July 2015 - Present
Burger King Corporation December 2014 - Present
Burger King Corporation July 2014 - December 2014
Instituto da Criança August 2012 - November 2013
YouFolio February 2013 - October 2013
Macquarie Group May 2013 - August 2013
BNY Mellon May 2012 - July 2012
Obrana-Annecto May 2011 - July 2011
Skills
Marketing, Social Media, Research, Event Planning, Latin America, Portuguese, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Microsoft Word, Start-ups
Education
Georgetown University 2010 — 2014
Bachelor of Science in Business Administration, Majors: Finance and International Business; Minor: Portuguese
Pontífica Universidade Católica do Rio de Janeiro (PUC-Rio) 2012 — 2013
Study Abroad, Portuguese Language
Burger King Corporation July 2015 - Present
Burger King Corporation December 2014 - Present
Burger King Corporation July 2014 - December 2014
Instituto da Criança August 2012 - November 2013
YouFolio February 2013 - October 2013
Macquarie Group May 2013 - August 2013
BNY Mellon May 2012 - July 2012
Obrana-Annecto May 2011 - July 2011
Skills
Marketing, Social Media, Research, Event Planning, Latin America, Portuguese, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Microsoft Word, Start-ups
Education
Georgetown University 2010 — 2014
Bachelor of Science in Business Administration, Majors: Finance and International Business; Minor: Portuguese
Pontífica Universidade Católica do Rio de Janeiro (PUC-Rio) 2012 — 2013
Study Abroad, Portuguese Language
Donald Hoover Donald Hoover's BNY Mellon Experience September 1990 - February 2002
Job Minister at Tappan Reformed Church
Industry Arts and Crafts
Experience
Tappan Reformed Church July 2007 - Present
Clergy, RCA, Synod of NY 2006 - Present
BNY Mellon September 1990 - February 2002
JPMorgan Chase January 1985 - August 1990
Skills
Mentoring Of Staff, Speech Writing, Spiritual Direction, Community Outreach, Religion, Theology, Preaching, Pastoral Care
Education
New Brunswick Theological Seminary 2001 — 2004
Master of Divinity (M.Div.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Tappan Reformed Church July 2007 - Present
Clergy, RCA, Synod of NY 2006 - Present
BNY Mellon September 1990 - February 2002
JPMorgan Chase January 1985 - August 1990
Skills
Mentoring Of Staff, Speech Writing, Spiritual Direction, Community Outreach, Religion, Theology, Preaching, Pastoral Care
Education
New Brunswick Theological Seminary 2001 — 2004
Master of Divinity (M.Div.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Thesalie Miller, MBA Thesalie Miller, MBA's BNY Mellon Experience March 2015 - Present
Job MBA
Industry Accounting
Experience
BNY Mellon March 2015 - Present
BNY Mellon April 2012 - March 2015
Southern Sweets Dessert Boutique February 2010 - April 2012
Mid-Atlantic Group March 2009 - April 2012
Maurice J. Moyer Academy June 2009 - June 2010
Dynamic Therapeutics June 2007 - January 2009
Cowan Chiropractic January 2004 - June 2007
Skills
Sports, Budget, Finance, Analysis, Accounting, American Sign Language, Sales, Leadership, Microsoft Excel, Accounts Payable, Recruiting, Financial Analysis, Risk Management, Budgets
Education
Goldey-Beacom College 2009 — 2010
M.B.A., Finance
Goldey-Beacom College 2006 — 2009
Bachelors of Science, Marketing
William Penn High School
BNY Mellon March 2015 - Present
BNY Mellon April 2012 - March 2015
Southern Sweets Dessert Boutique February 2010 - April 2012
Mid-Atlantic Group March 2009 - April 2012
Maurice J. Moyer Academy June 2009 - June 2010
Dynamic Therapeutics June 2007 - January 2009
Cowan Chiropractic January 2004 - June 2007
Skills
Sports, Budget, Finance, Analysis, Accounting, American Sign Language, Sales, Leadership, Microsoft Excel, Accounts Payable, Recruiting, Financial Analysis, Risk Management, Budgets
Education
Goldey-Beacom College 2009 — 2010
M.B.A., Finance
Goldey-Beacom College 2006 — 2009
Bachelors of Science, Marketing
William Penn High School
Jonathan Blackwood, CFP ® Jonathan Blackwood, CFP ®'s BNY Mellon Experience September 2012 - Present
Job BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon September 2012 - Present
Wells Fargo Bank January 2010 - September 2012
Wachovia Bank NA, a Wells Fargo Company January 2007 - December 2009
Wachovia Bank NA, a Wells Fargo Company November 2004 - December 2006
Wachovia Bank NA, a Wells Fargo Company July 1991 - November 2004
Bank of America June 1988 - June 1991
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Wealth Management, Lines Of Credit, Portfolio Management, Underwriting, Cross Selling, Retail Banking, Series 7, Investments, Mortgage Banking, Cash Management, Series 63, Treasury Management, Financial Services, Finance, Strategic Financial...
Education
Georgia State University 1986 — 1988
MBA, Management
The University of Georgia 1982 — 1986
Bachelor of Arts (BA), Industrial Psychology
BNY Mellon September 2012 - Present
Wells Fargo Bank January 2010 - September 2012
Wachovia Bank NA, a Wells Fargo Company January 2007 - December 2009
Wachovia Bank NA, a Wells Fargo Company November 2004 - December 2006
Wachovia Bank NA, a Wells Fargo Company July 1991 - November 2004
Bank of America June 1988 - June 1991
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Wealth Management, Lines Of Credit, Portfolio Management, Underwriting, Cross Selling, Retail Banking, Series 7, Investments, Mortgage Banking, Cash Management, Series 63, Treasury Management, Financial Services, Finance, Strategic Financial...
Education
Georgia State University 1986 — 1988
MBA, Management
The University of Georgia 1982 — 1986
Bachelor of Arts (BA), Industrial Psychology
Tia Collier, CFP®'s BNY Mellon Experience November 2012 - Present
Job Certified Financial Planner
Industry Investment Management
Experience
BNY Mellon November 2012 - Present
Erickson Advisors August 2009 - June 2012
Wells Fargo March 2008 - August 2009
Capstone Financial Partners August 2004 - December 2007
State Farm Insurance Companies 2002 - 2004
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Retirement Income..., Series 7, Insurance, Investment Advisory, Strategic Financial..., Retirement, Financial Advisory, Investment Management, Securities, Wealth Management..., Finance, Estate Planning, Wealth
Education
University of Phoenix 2002 — 2004
BS in BA, Business Administration
Georgia State University 1998 — 2000
Biology/Spanish
University of Louisville 1994 — 1996
Biology/pre-med
BNY Mellon November 2012 - Present
Erickson Advisors August 2009 - June 2012
Wells Fargo March 2008 - August 2009
Capstone Financial Partners August 2004 - December 2007
State Farm Insurance Companies 2002 - 2004
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Retirement Income..., Series 7, Insurance, Investment Advisory, Strategic Financial..., Retirement, Financial Advisory, Investment Management, Securities, Wealth Management..., Finance, Estate Planning, Wealth
Education
University of Phoenix 2002 — 2004
BS in BA, Business Administration
Georgia State University 1998 — 2000
Biology/Spanish
University of Louisville 1994 — 1996
Biology/pre-med
Daniel Kachmar Daniel Kachmar's BNY Mellon Experience November 2012 - August 2014
Job J.D. Candidate at Georgetown University Law Center
Industry Law Practice
Experience
U.S. Department of Justice September 2015 - Present
Ivins, Phillips & Barker June 2015 - August 2015
BNY Mellon November 2012 - August 2014
Pennsylvania House of Representatives August 2011 - December 2011
Skills
Analysis, Tax Preparation, Customer Service, Investments
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (J.D.)
University of Pittsburgh 2008 — 2012
BA, Economics, cum laude
U.S. Department of Justice September 2015 - Present
Ivins, Phillips & Barker June 2015 - August 2015
BNY Mellon November 2012 - August 2014
Pennsylvania House of Representatives August 2011 - December 2011
Skills
Analysis, Tax Preparation, Customer Service, Investments
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (J.D.)
University of Pittsburgh 2008 — 2012
BA, Economics, cum laude
Charlotta vonWettberg's BNY Mellon Experience November 2012 - Present
Job Vice President and Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
BNY Mellon July 2011 - November 2012
Wilmington Trust January 2003 - July 2011
PFPC Inc. January 2001 - January 2003
Skills
FINRA Series 6 and 63, MUTUAL FUNDS, COMPLIANCE, PROJECT MANAGEMENT, CUSTOMER SERVICE, Research, Project Management, Mutual Funds, Financial Analysis, Banking, Investments, Financial Services, Customer Service, Fixed Income, Securities, Alternative Investments, Finance, Asset Management, Portfolio Management, Equities
Education
Goldey Beacom College 1997 — 2000
Bachelor's degree, Business administration concentrating in International Business
BNY Mellon November 2012 - Present
BNY Mellon July 2011 - November 2012
Wilmington Trust January 2003 - July 2011
PFPC Inc. January 2001 - January 2003
Skills
FINRA Series 6 and 63, MUTUAL FUNDS, COMPLIANCE, PROJECT MANAGEMENT, CUSTOMER SERVICE, Research, Project Management, Mutual Funds, Financial Analysis, Banking, Investments, Financial Services, Customer Service, Fixed Income, Securities, Alternative Investments, Finance, Asset Management, Portfolio Management, Equities
Education
Goldey Beacom College 1997 — 2000
Bachelor's degree, Business administration concentrating in International Business
William Correll William Correll's BNY Mellon Experience July 2001 - Present
Job Financial Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2001 - Present
Southern States Cooperative June 2000 - April 2001
Skills
Microsoft Office, Bloomberg Terminal, Reuters 3000, Financial Accounting, Internal Controls, Microsoft Excel
Education
Goldey-Beacom College 1996 — 2000
Bachelor's degree, Accounting Information Systems
BNY Mellon July 2001 - Present
Southern States Cooperative June 2000 - April 2001
Skills
Microsoft Office, Bloomberg Terminal, Reuters 3000, Financial Accounting, Internal Controls, Microsoft Excel
Education
Goldey-Beacom College 1996 — 2000
Bachelor's degree, Accounting Information Systems
Cyndie O'Brien's BNY Mellon Experience July 2010 - Present
Job Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PFPC Worldwide 2005 - Present
PNC Global Investment Servicing 2005 - July 2010
Affinity Wealth Management January 2001 - January 2005
Merrill Lynch January 1998 - December 2000
Skills
Mutual Funds, Securities, Hedge Funds, Equities, Financial Services, Portfolio Management, Fixed Income, Asset Management, Alternative Investments, Finance, Investments, Management, Banking, Derivatives, Financial Analysis, Risk Management, Bloomberg, Trading, Capital Markets, Business Analysis, Asset Allocation
Education
HIgh School - Fairwinds 1984 — 1988
Goldey-Beacom College
Bachelors, Economics
BNY Mellon July 2010 - Present
PFPC Worldwide 2005 - Present
PNC Global Investment Servicing 2005 - July 2010
Affinity Wealth Management January 2001 - January 2005
Merrill Lynch January 1998 - December 2000
Skills
Mutual Funds, Securities, Hedge Funds, Equities, Financial Services, Portfolio Management, Fixed Income, Asset Management, Alternative Investments, Finance, Investments, Management, Banking, Derivatives, Financial Analysis, Risk Management, Bloomberg, Trading, Capital Markets, Business Analysis, Asset Allocation
Education
HIgh School - Fairwinds 1984 — 1988
Goldey-Beacom College
Bachelors, Economics
Joseph Cendagorta Joseph Cendagorta's BNY Mellon Experience June 2008 - August 2008
Job Graduate Student at New York University
Industry Research
Experience
New York University January 2015 - Present
Georgetown University June 2013 - June 2014
New York Life Insurance Company June 2011 - August 2011
BNY Mellon June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Matlab, Chemistry, English, Research, Customer Service, Windows, Photoshop, Team Leadership, C++, Leadership, Public Speaking, Organic Chemistry, Statistics, Biophysics, Social Media
Education
New York University 2014 — 2019
Doctor of Philosophy (PhD), Chemistry
Georgetown University 2009 — 2013
Bachelor of Science (BS), Biochemistry
Regis High School 2005 — 2009
New York University January 2015 - Present
Georgetown University June 2013 - June 2014
New York Life Insurance Company June 2011 - August 2011
BNY Mellon June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Matlab, Chemistry, English, Research, Customer Service, Windows, Photoshop, Team Leadership, C++, Leadership, Public Speaking, Organic Chemistry, Statistics, Biophysics, Social Media
Education
New York University 2014 — 2019
Doctor of Philosophy (PhD), Chemistry
Georgetown University 2009 — 2013
Bachelor of Science (BS), Biochemistry
Regis High School 2005 — 2009
Carl Dellose Carl Dellose's BNY Mellon Experience February 2013 - August 2014
Job Associate
Industry Financial Services
Experience
Good Hill Partners August 2014 - Present
BNY Mellon February 2013 - August 2014
BNY Mellon August 2008 - February 2013
Best Buy November 2000 - April 2012
PNC Global Investment Servicing (previously known as PFPC) May 2007 - August 2008
Skills
Accounting, Securities, Microsoft Office, Microsoft Excel, Financial Analysis, Auditing, Finance, Investments, Account Reconciliation, Mutual Funds, Management, Hedge Funds, Financial Services, Customer Service
Education
Goldey Beacom College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Good Hill Partners August 2014 - Present
BNY Mellon February 2013 - August 2014
BNY Mellon August 2008 - February 2013
Best Buy November 2000 - April 2012
PNC Global Investment Servicing (previously known as PFPC) May 2007 - August 2008
Skills
Accounting, Securities, Microsoft Office, Microsoft Excel, Financial Analysis, Auditing, Finance, Investments, Account Reconciliation, Mutual Funds, Management, Hedge Funds, Financial Services, Customer Service
Education
Goldey Beacom College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
David Stueber David Stueber's BNY Mellon Experience 2000 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2000 - Present
BNY Mellon 1995 - 2000
BNY Mellon 1993 - 1994
BNY Mellon 1990 - 1993
BNY Mellon 1988 - 1990
Banc One Corporation June 1984 - August 1987
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Derivatives, Asset Management, Mutual Funds, Bloomberg, Investments, Investment Banking, Portfolio Management, Series 7, Wealth Management, Asset Allocation, Bonds, Trading, Private Equity, Valuation
Education
Georgetown University 1987 — 1988
MBA
Middlebury College 1980 — 1984
BA, Political Science
BNY Mellon 2000 - Present
BNY Mellon 1995 - 2000
BNY Mellon 1993 - 1994
BNY Mellon 1990 - 1993
BNY Mellon 1988 - 1990
Banc One Corporation June 1984 - August 1987
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Derivatives, Asset Management, Mutual Funds, Bloomberg, Investments, Investment Banking, Portfolio Management, Series 7, Wealth Management, Asset Allocation, Bonds, Trading, Private Equity, Valuation
Education
Georgetown University 1987 — 1988
MBA
Middlebury College 1980 — 1984
BA, Political Science
Brandon Brennan's BNY Mellon Experience October 2012 - October 2013
Job AML/CFT Associate Officer, Foreign Correspondent Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase March 2014 - November 2014
Bayard PA October 2013 - February 2014
BNY Mellon October 2012 - October 2013
Potter Anderson & Corroon LLP September 2009 - October 2012
Skills
Accounting, Account Reconciliation, Financial Statements, General Ledger, Accounts Receivable, Due Diligence, Microsoft Excel, Securities, Corporate Governance, Outlook, Financial Reporting, GAAP, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Word, Internal Audit, Invoicing, Journal Entries, Accruals, Spreadsheets, Data Analysis, Bank Reconciliation, KYC, AML, Anti Money Laundering, Terrorist Financing, Project Management, Compliance Regulations, Mutual Funds, Risk Management, Finance, Banking
Education
Goldey Beacom College 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.95
Goldey Beacom College 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.76
Goldey Beacom College 2008 — 2011
Associate of Science (A.S.), Accounting, 3.67
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase March 2014 - November 2014
Bayard PA October 2013 - February 2014
BNY Mellon October 2012 - October 2013
Potter Anderson & Corroon LLP September 2009 - October 2012
Skills
Accounting, Account Reconciliation, Financial Statements, General Ledger, Accounts Receivable, Due Diligence, Microsoft Excel, Securities, Corporate Governance, Outlook, Financial Reporting, GAAP, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Word, Internal Audit, Invoicing, Journal Entries, Accruals, Spreadsheets, Data Analysis, Bank Reconciliation, KYC, AML, Anti Money Laundering, Terrorist Financing, Project Management, Compliance Regulations, Mutual Funds, Risk Management, Finance, Banking
Education
Goldey Beacom College 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.95
Goldey Beacom College 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.76
Goldey Beacom College 2008 — 2011
Associate of Science (A.S.), Accounting, 3.67
Michael Gaab, CCP, GRP's BNY Mellon Experience September 2013 - Present
Job Compensation & Special Projects Consultant, Vice President at BNY Mellon
Industry Human Resources
Experience
BNY Mellon September 2013 - Present
BNY Mellon May 2011 - September 2013
Georgetown University September 2008 - May 2011
Dan Natale Sports Center June 2003 - May 2011
BNY Mellon June 2010 - August 2010
Skills
Human Resources, Analysis, PeopleSoft, HR Policies, Microsoft Excel, Microsoft Office, Global Compensation, Salary Review, Incentive Programs, Job Evaluation, Market Analysis, Statistics, Social Networking, Teamwork, Project Coordination, Outlook, Training, Diversity & Inclusion, PowerPoint
Education
Georgetown University 2007 — 2011
Bachelors of Business Administration, Management with concentration on Human Resources
BNY Mellon September 2013 - Present
BNY Mellon May 2011 - September 2013
Georgetown University September 2008 - May 2011
Dan Natale Sports Center June 2003 - May 2011
BNY Mellon June 2010 - August 2010
Skills
Human Resources, Analysis, PeopleSoft, HR Policies, Microsoft Excel, Microsoft Office, Global Compensation, Salary Review, Incentive Programs, Job Evaluation, Market Analysis, Statistics, Social Networking, Teamwork, Project Coordination, Outlook, Training, Diversity & Inclusion, PowerPoint
Education
Georgetown University 2007 — 2011
Bachelors of Business Administration, Management with concentration on Human Resources
Billy Trimble's BNY Mellon Experience 2006 - 2008
Job Senior Finance Officer at Rhode Island Department of Education
Industry Government Administration
Experience
Rhode Island Department of Education 2010 - Present
Rhode Island State Budget Office 2008 - 2010
BNY Mellon 2006 - 2008
RAND Corporation 2002 - 2004
Congressional Budget Office 2000 - 2002
Education
Georgetown University
M.P.P.
Pomona College
B.A., Government
Rhode Island Department of Education 2010 - Present
Rhode Island State Budget Office 2008 - 2010
BNY Mellon 2006 - 2008
RAND Corporation 2002 - 2004
Congressional Budget Office 2000 - 2002
Education
Georgetown University
M.P.P.
Pomona College
B.A., Government
Dawna King Dawna King's BNY Mellon Experience October 2012 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
Emil Menzies Emil Menzies's BNY Mellon Experience 1998 - Present
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon Managing DirectorThe Bank of New York1998 - Present
BNY Mellon 1998 - Present
Credit Agricole April 1994 - February 1998
Bankers Trust April 1987 - April 1994
Skills
Fixed Income, Market Data, SDLC, Risk Management, Business Analysis, IT Strategy, Banking, Trading Systems, Enterprise Architecture, Derivatives, Portfolio Management, Outsourcing, Management, Financial Services, Capital Markets, Leadership, Project Portfolio..., Program Management, Equities, Investment Banking, IT Management, Strategy, Vendor Management, Infrastructure
Education
Pace University 1992 — 1994
Master of Business Administration (MBA), International Business
Goshen College 1984 — 1987
Bachelor of Arts (BA), Mathematics and Computer Systems
The Bank of New York Mellon Managing DirectorThe Bank of New York1998 - Present
BNY Mellon 1998 - Present
Credit Agricole April 1994 - February 1998
Bankers Trust April 1987 - April 1994
Skills
Fixed Income, Market Data, SDLC, Risk Management, Business Analysis, IT Strategy, Banking, Trading Systems, Enterprise Architecture, Derivatives, Portfolio Management, Outsourcing, Management, Financial Services, Capital Markets, Leadership, Project Portfolio..., Program Management, Equities, Investment Banking, IT Management, Strategy, Vendor Management, Infrastructure
Education
Pace University 1992 — 1994
Master of Business Administration (MBA), International Business
Goshen College 1984 — 1987
Bachelor of Arts (BA), Mathematics and Computer Systems
Marti Thomas's BNY Mellon Experience February 2014 - December 2014
Job Managing Director at Gephardt Government Affairs
Industry Government Relations
Experience
Gephardt Government Affairs December 2014 - Present
BNY Mellon February 2014 - December 2014
The Duberstein Group February 2009 - February 2014
Goldman Sachs 2007 - 2009
US Department of the Treasury 1998 - 2001
US Majority Leader Richard Gephardt 1989 - 1998
DCCC 1987 - 1989
Congressman Sam Gejdenson 1984 - 1984
Education
Georgetown University Law Center 1989 — 1995
JD
Wesleyan University 1981 — 1985
BA
Middlesex School
Gephardt Government Affairs December 2014 - Present
BNY Mellon February 2014 - December 2014
The Duberstein Group February 2009 - February 2014
Goldman Sachs 2007 - 2009
US Department of the Treasury 1998 - 2001
US Majority Leader Richard Gephardt 1989 - 1998
DCCC 1987 - 1989
Congressman Sam Gejdenson 1984 - 1984
Education
Georgetown University Law Center 1989 — 1995
JD
Wesleyan University 1981 — 1985
BA
Middlesex School
Tyler Albanese's BNY Mellon Experience January 2014 - January 2014
Job Market Data Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Bloomberg LP November 2014 - Present
Bloomberg LP June 2014 - August 2014
BNY Mellon January 2014 - January 2014
Lehigh Gas Corporation May 2013 - August 2013
Locust Capital Management January 2013 - January 2013
Lehigh Gas Corporation May 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Public Speaking, Macroeconomics, Microeconomics, Financial Accounting, Economics, Financial Analysis, Presentation Skills, Market Research, Data Analysis, Stata
Education
Lafayette College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Goldsmiths College, U. of London 2013 — 2013
Bachelor of Arts (BA), Economics
Bloomberg LP June 2015 - Present
Bloomberg LP November 2014 - Present
Bloomberg LP June 2014 - August 2014
BNY Mellon January 2014 - January 2014
Lehigh Gas Corporation May 2013 - August 2013
Locust Capital Management January 2013 - January 2013
Lehigh Gas Corporation May 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Public Speaking, Macroeconomics, Microeconomics, Financial Accounting, Economics, Financial Analysis, Presentation Skills, Market Research, Data Analysis, Stata
Education
Lafayette College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Goldsmiths College, U. of London 2013 — 2013
Bachelor of Arts (BA), Economics
Jameson Calitri's BNY Mellon Experience November 2012 - September 2014
Job JD/MBA Candidate at Northeastern University
Industry Financial Services
Experience
Northeastern University September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
BNY Mellon November 2012 - September 2014
State Street February 2008 - November 2012
State Street September 2009 - November 2011
State Street February 2008 - July 2009
Odwalla Inc August 2007 - February 2008
Harvard University June 2006 - August 2007
Peak Performance Lacrosse Camp July 2002 - July 2007
Skills
Outlook, Business Analysis, Management, Customer Service, Private Banking, Bloomberg Terminal, Accruals, Due Diligence, Microsoft Excel, Asset Management, Bloomberg, Financial Analysis, Foreign Exchange, Research, ETFs, Swaps, Funding, Fund Accounting, Bonds, Trading, Financial Services, Derivatives, Equities, Securities, Mutual Funds, Fixed Income, Investments, Accounting, Finance, Microsoft Office, Data Analysis, Banking, Strategic Planning, Analysis
Education
Northeastern University
JD/MBA
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), History
Lincoln-Sudbury Regional High School 1999 — 2003
Northeastern University September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
BNY Mellon November 2012 - September 2014
State Street February 2008 - November 2012
State Street September 2009 - November 2011
State Street February 2008 - July 2009
Odwalla Inc August 2007 - February 2008
Harvard University June 2006 - August 2007
Peak Performance Lacrosse Camp July 2002 - July 2007
Skills
Outlook, Business Analysis, Management, Customer Service, Private Banking, Bloomberg Terminal, Accruals, Due Diligence, Microsoft Excel, Asset Management, Bloomberg, Financial Analysis, Foreign Exchange, Research, ETFs, Swaps, Funding, Fund Accounting, Bonds, Trading, Financial Services, Derivatives, Equities, Securities, Mutual Funds, Fixed Income, Investments, Accounting, Finance, Microsoft Office, Data Analysis, Banking, Strategic Planning, Analysis
Education
Northeastern University
JD/MBA
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), History
Lincoln-Sudbury Regional High School 1999 — 2003
Matthew Endler Matthew Endler's BNY Mellon Experience February 2012 - November 2013
Job Accountant
Industry Accounting
Experience
Avfuel Corporation January 2015 - Present
BNY Mellon February 2012 - November 2013
Claymont Treatment Center July 2010 - February 2012
Skills
Accounting, Bookkeeping, QuickBooks, Tax, Income Tax, Financial Accounting, Tax Preparation, Financial Reporting, Tax Returns, Accounts Payable, Microsoft Excel, Account Reconciliation, Accounts Receivable, General Ledger, Financial Analysis, Journal Entries, Microsoft Word, Corporate Tax, Bank Reconciliation
Education
Goldey Beacom College 2009 — 2011
Bachelor of Science (B.S.), Accounting
Washtenaw Community College 2007 — 2009
Business/Commerce, General
Avfuel Corporation January 2015 - Present
BNY Mellon February 2012 - November 2013
Claymont Treatment Center July 2010 - February 2012
Skills
Accounting, Bookkeeping, QuickBooks, Tax, Income Tax, Financial Accounting, Tax Preparation, Financial Reporting, Tax Returns, Accounts Payable, Microsoft Excel, Account Reconciliation, Accounts Receivable, General Ledger, Financial Analysis, Journal Entries, Microsoft Word, Corporate Tax, Bank Reconciliation
Education
Goldey Beacom College 2009 — 2011
Bachelor of Science (B.S.), Accounting
Washtenaw Community College 2007 — 2009
Business/Commerce, General
Michael J Aragona Michael J Aragona's BNY Mellon Experience April 1994 - November 1998
Job Global Treasury Professional
Industry Banking
Experience
Standard Chartered Bank December 2013 - July 2015
Standard Chartered Bank June 2012 - November 2013
Standard Chartered Bank August 2010 - May 2012
Standard Chartered Bank November 2007 - July 2010
Bank of America December 1998 - September 2007
BNY Mellon April 1994 - November 1998
Al Faddaghi Group October 1991 - December 1992
Skills
Banking, Strategy, Cash Management, Pilot - Private License, Credit, Finance, Portfolio Management, Financial Risk, Commercial Banking, Management, Relationship Management
Education
Georgetown University 1989 — 1991
Master of Science (MSc), Foreign Service
The American University 1986 — 1988
Bachelor of Arts (BA), International Studies
Standard Chartered Bank December 2013 - July 2015
Standard Chartered Bank June 2012 - November 2013
Standard Chartered Bank August 2010 - May 2012
Standard Chartered Bank November 2007 - July 2010
Bank of America December 1998 - September 2007
BNY Mellon April 1994 - November 1998
Al Faddaghi Group October 1991 - December 1992
Skills
Banking, Strategy, Cash Management, Pilot - Private License, Credit, Finance, Portfolio Management, Financial Risk, Commercial Banking, Management, Relationship Management
Education
Georgetown University 1989 — 1991
Master of Science (MSc), Foreign Service
The American University 1986 — 1988
Bachelor of Arts (BA), International Studies
Peter Standbridge's BNY Mellon Experience June 2013 - June 2013
Job Functional Consultant at Compusearch Software Systems, Inc
Industry Higher Education
Experience
Compusearch Software Systems, Inc June 2015 - Present
Gettysburg College January 2013 - May 2015
Gettysburg College May 2014 - August 2014
Gettysburg College May 2013 - August 2014
BNY Mellon June 2013 - June 2013
Skills
Research, Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Econometrics, R, Economics, Quantitative Analytics, Quantitative Research, Qualitative Research, PowerPoint, Microsoft Word, Stata, Financial Modeling, Higher Education
Education
Gettysburg College 2011 — 2015
Bachelor of Science (BS), Mathematical Economics
Gettysburg College 2011 — 2015
Bachelor of Science (B.S.), Mathematical Economics
Compusearch Software Systems, Inc June 2015 - Present
Gettysburg College January 2013 - May 2015
Gettysburg College May 2014 - August 2014
Gettysburg College May 2013 - August 2014
BNY Mellon June 2013 - June 2013
Skills
Research, Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Econometrics, R, Economics, Quantitative Analytics, Quantitative Research, Qualitative Research, PowerPoint, Microsoft Word, Stata, Financial Modeling, Higher Education
Education
Gettysburg College 2011 — 2015
Bachelor of Science (BS), Mathematical Economics
Gettysburg College 2011 — 2015
Bachelor of Science (B.S.), Mathematical Economics
Anwar Khwaja Anwar Khwaja's BNY Mellon Experience May 2015 - Present
Job Senior IT Consultant at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon May 2015 - Present
Cognizant Technology Solutions September 2005 - Present
MetLife Investments October 2008 - April 2015
Network Solutions July 2008 - October 2008
ING Nederland September 2007 - July 2008
Sentry Insurance March 2006 - September 2007
MetLife September 2005 - March 2006
Skills
Hibernate, Java Enterprise Edition, Java, Requirements Analysis, JSP, Struts, Spring, Servlets, Eclipse, AJAX, Microsoft SQL Server, Ant, Oracle, J2EE, JavaScript, Oracle 9i, Rational XDE, MVC, Drools, Spring Webflow, JAXB, JMS, SSRS, JUnit, SDLC, Design Patterns, Core Java, J2EE Application..., SQL, Web Applications, Software Design, Cubes, Spring Framework
Education
BITS Pilani 2010 — 2012
M.S, Software Engineering, 7.28 CGPA
Goa University 2001 — 2005
B.E, Computer Science
BNY Mellon May 2015 - Present
Cognizant Technology Solutions September 2005 - Present
MetLife Investments October 2008 - April 2015
Network Solutions July 2008 - October 2008
ING Nederland September 2007 - July 2008
Sentry Insurance March 2006 - September 2007
MetLife September 2005 - March 2006
Skills
Hibernate, Java Enterprise Edition, Java, Requirements Analysis, JSP, Struts, Spring, Servlets, Eclipse, AJAX, Microsoft SQL Server, Ant, Oracle, J2EE, JavaScript, Oracle 9i, Rational XDE, MVC, Drools, Spring Webflow, JAXB, JMS, SSRS, JUnit, SDLC, Design Patterns, Core Java, J2EE Application..., SQL, Web Applications, Software Design, Cubes, Spring Framework
Education
BITS Pilani 2010 — 2012
M.S, Software Engineering, 7.28 CGPA
Goa University 2001 — 2005
B.E, Computer Science
Julia Barthel's BNY Mellon Experience May 2015 - August 2015
Job Transatlantic Relations Specialist | Master's Candidate at Georgetown University School of Foreign Service
Industry Government Relations
Experience
Representative of German Industry and Trade September 2015 - Present
BNY Mellon May 2015 - August 2015
Auswärtiges Amt January 2014 - April 2014
Deutsches Generalkonsulat August 2013 - December 2013
TU Dresden April 2012 - July 2013
European Parliament March 2013 - May 2013
Belgische Botschaft September 2012 - October 2012
Deutscher Bundestag January 2012 - March 2012
International Student Leadership Institute (ISLI) March 2008 - March 2010
Education
Georgetown University - School of Foreign Service 2014 — 2016
Master of Arts (M.A.)
Technische Universität Dresden 2010 — 2014
Bachelor of Arts (B.A.)
Representative of German Industry and Trade September 2015 - Present
BNY Mellon May 2015 - August 2015
Auswärtiges Amt January 2014 - April 2014
Deutsches Generalkonsulat August 2013 - December 2013
TU Dresden April 2012 - July 2013
European Parliament March 2013 - May 2013
Belgische Botschaft September 2012 - October 2012
Deutscher Bundestag January 2012 - March 2012
International Student Leadership Institute (ISLI) March 2008 - March 2010
Education
Georgetown University - School of Foreign Service 2014 — 2016
Master of Arts (M.A.)
Technische Universität Dresden 2010 — 2014
Bachelor of Arts (B.A.)
David Jiang David Jiang's BNY Mellon Experience July 2010 - October 2011
Job Entrepreneur, Investor, Executive, Public Policy Advocate
Industry Investment Management
Experience
PineBridge Investments March 2012 - March 2015
BNY Mellon July 2010 - October 2011
BNY Mellon Asset Management January 2003 - June 2010
Mellon Capital December 1994 - December 2002
Unisys September 1991 - August 1992
CR&R Inc December 1988 - August 1991
Skills
Asset Management, Executive Management, International Economics, Leadership, Global Acumen, Equities, Fixed Income, Chinese, Strategy, Valuation, Finance, Joint Ventures, Cross-functional Team..., Investments, Portfolio Management, Securities, Management, Investment Management, Business Process, Mutual Funds, Financial Analysis, Asset Managment, Talent Management, Alternative Investments, ETFs, Hedge Funds
Education
Harvard University 1992 — 1994
Masters Degree, Government and Business
Georgetown University 1983 — 1988
Bachelors Degree, Humanities and International Affairs
Huntington Beach High School 1979 — 1983
PineBridge Investments March 2012 - March 2015
BNY Mellon July 2010 - October 2011
BNY Mellon Asset Management January 2003 - June 2010
Mellon Capital December 1994 - December 2002
Unisys September 1991 - August 1992
CR&R Inc December 1988 - August 1991
Skills
Asset Management, Executive Management, International Economics, Leadership, Global Acumen, Equities, Fixed Income, Chinese, Strategy, Valuation, Finance, Joint Ventures, Cross-functional Team..., Investments, Portfolio Management, Securities, Management, Investment Management, Business Process, Mutual Funds, Financial Analysis, Asset Managment, Talent Management, Alternative Investments, ETFs, Hedge Funds
Education
Harvard University 1992 — 1994
Masters Degree, Government and Business
Georgetown University 1983 — 1988
Bachelors Degree, Humanities and International Affairs
Huntington Beach High School 1979 — 1983
Maya Singletary Maya Singletary's BNY Mellon Experience February 2015 - Present
Job
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Forest Research Institute August 2013 - December 2014
Forest Laboratories September 2012 - August 2013
Cortelyou Early Childhood Center June 2011 - September 2012
Fordham University School of Law November 2010 - March 2011
Turner Broadcasting September 2009 - September 2010
Skills
PowerPoint, Outlook, Research, Legal Writing, Microsoft Word, Social Media, Microsoft Office, Training, Social Media Marketing, Public Speaking, Event Planning, Fundraising, Data Analysis, Leadership, Access
Education
Georgia State University 2010 — 2010
BA, Political Science
Georgia State University 2006 — 2009
BA, Psychology
Saint Mary's College
BNY Mellon February 2015 - Present
Forest Research Institute August 2013 - December 2014
Forest Laboratories September 2012 - August 2013
Cortelyou Early Childhood Center June 2011 - September 2012
Fordham University School of Law November 2010 - March 2011
Turner Broadcasting September 2009 - September 2010
Skills
PowerPoint, Outlook, Research, Legal Writing, Microsoft Word, Social Media, Microsoft Office, Training, Social Media Marketing, Public Speaking, Event Planning, Fundraising, Data Analysis, Leadership, Access
Education
Georgia State University 2010 — 2010
BA, Political Science
Georgia State University 2006 — 2009
BA, Psychology
Saint Mary's College
Candi Rivera's BNY Mellon Experience September 2005 - December 2011
Job Hr Administrator II at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon September 2005 - December 2011
Unique Photo April 2001 - August 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Word Processing, PeopleSoft, Multi Tasking, Highly detail oriented, Human Resources, Spreadsheets, Data Entry
Education
University of Phoenix 2009 — 2012
Bachelor of Science in Business Management
Gibbs College 1999 — 2001
Associate of Science (AS), Computer Networking Administration
Computershare January 2012 - Present
BNY Mellon September 2005 - December 2011
Unique Photo April 2001 - August 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Word Processing, PeopleSoft, Multi Tasking, Highly detail oriented, Human Resources, Spreadsheets, Data Entry
Education
University of Phoenix 2009 — 2012
Bachelor of Science in Business Management
Gibbs College 1999 — 2001
Associate of Science (AS), Computer Networking Administration
Josephine Libunao's BNY Mellon Experience February 2002 - Present
Job Team Lead Global Client Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2002 - Present
BNY Mellon February 2002 - Present
Skills
Financial Services, Banking, Equities, Portfolio Management, Investments, Fixed Income, Mutual Funds, Securities, Risk Management, Asset Management, Sales
Education
Golden Gate University
Master of Business Administration (MBA), Finance, General
University of San Francisco
BA, Sociology
BNY Mellon February 2002 - Present
BNY Mellon February 2002 - Present
Skills
Financial Services, Banking, Equities, Portfolio Management, Investments, Fixed Income, Mutual Funds, Securities, Risk Management, Asset Management, Sales
Education
Golden Gate University
Master of Business Administration (MBA), Finance, General
University of San Francisco
BA, Sociology
Michael Bankus Michael Bankus's BNY Mellon Experience July 2010 - August 2012
Job Business Valuation Expert focusing on M&A and Business Broker representing sellers of Main St. businesses
Industry Management Consulting
Experience
Goriano Experts & Advisors September 2012 - Present
Stony Hill Business Brokers LLC September 2012 - Present
BNY Mellon July 2010 - August 2012
PNC 2001 - June 2010
CentiMark Corporation Commercial Roofing and Flooring Solutions Roof Repairs 1998 - 2000
Travelers 1986 - 1997
Skills
Strategic Planning, Business Valuation, Financial Analysis, Due Diligence, Mergers, Forecasting, Budget, Credit, Financial Modeling, Financial Reporting, Corporate Finance, Internal Controls, Valuation, Risk Management, Accounting, Business Planning, Strategic Financial..., Investments, Negotiation, New Business Development, Building Relationships, Charity Work, Mergers & Acquisitions, Budgets, Analysis, Banking, Restructuring, Executive Management, Finance, Strategy, Management, Entrepreneurship, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
Master of Business Administration (MBA)
Penn State University
Bachelor of Science
Gettysburg College
Goriano Experts & Advisors September 2012 - Present
Stony Hill Business Brokers LLC September 2012 - Present
BNY Mellon July 2010 - August 2012
PNC 2001 - June 2010
CentiMark Corporation Commercial Roofing and Flooring Solutions Roof Repairs 1998 - 2000
Travelers 1986 - 1997
Skills
Strategic Planning, Business Valuation, Financial Analysis, Due Diligence, Mergers, Forecasting, Budget, Credit, Financial Modeling, Financial Reporting, Corporate Finance, Internal Controls, Valuation, Risk Management, Accounting, Business Planning, Strategic Financial..., Investments, Negotiation, New Business Development, Building Relationships, Charity Work, Mergers & Acquisitions, Budgets, Analysis, Banking, Restructuring, Executive Management, Finance, Strategy, Management, Entrepreneurship, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
Master of Business Administration (MBA)
Penn State University
Bachelor of Science
Gettysburg College
Akriti Kumar Akriti Kumar's BNY Mellon Experience 2013 - August 2013
Job Institutional Equity Sales at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
International Relations Club September 2010 - Present
BNY Mellon 2013 - August 2013
Georgetown University June 2012 - August 2012
McDonough School of Business June 2012 - August 2012
Skills
Research, Data Analysis, Financial Analysis, Leadership, Finance, Brand Management, Product Marketing, Client Relations
Education
Georgetown University 2010 — 2014
Bachelor's of Science in Business Administration, International Business and Finance
Universitat Pompeu Fabra
Eastern Regional High School- Voorhees, NJ 2006 — 2010
AllianceBernstein June 2014 - Present
International Relations Club September 2010 - Present
BNY Mellon 2013 - August 2013
Georgetown University June 2012 - August 2012
McDonough School of Business June 2012 - August 2012
Skills
Research, Data Analysis, Financial Analysis, Leadership, Finance, Brand Management, Product Marketing, Client Relations
Education
Georgetown University 2010 — 2014
Bachelor's of Science in Business Administration, International Business and Finance
Universitat Pompeu Fabra
Eastern Regional High School- Voorhees, NJ 2006 — 2010
Lisa Vincent Lisa Vincent's BNY Mellon Experience December 2002 - June 2003
Job Finance Consultant at RGP
Industry Management Consulting
Experience
RGP September 2015 - Present
Philips August 2013 - August 2015
Philips Consumer Lifestyle, Category Oral HealthCare August 2011 - July 2013
Philips Consumer Lifestyle, Sales Organization North-America November 2008 - August 2011
Philips Consumer Lifestyle, Sales Organization Belgium-Luxemburg August 2006 - October 2008
Jabil May 2003 - August 2006
BNY Mellon December 2002 - June 2003
Skills
Forecasting, Financial Audits, Finance, Financial Reporting, Internal Controls, Pricing Strategy, Consumer Electronics, Cross-functional Team..., Decision Support, Competitive Analysis, Gross Margin Improvement, Financial Analysis, Sales, Margin & EBITA..., Investment Decisions, Business Cases, Process Improvement, Drive Financial..., P&L Management
Education
Ghent University 1998 — 2002
Master, Applied Economics
RGP September 2015 - Present
Philips August 2013 - August 2015
Philips Consumer Lifestyle, Category Oral HealthCare August 2011 - July 2013
Philips Consumer Lifestyle, Sales Organization North-America November 2008 - August 2011
Philips Consumer Lifestyle, Sales Organization Belgium-Luxemburg August 2006 - October 2008
Jabil May 2003 - August 2006
BNY Mellon December 2002 - June 2003
Skills
Forecasting, Financial Audits, Finance, Financial Reporting, Internal Controls, Pricing Strategy, Consumer Electronics, Cross-functional Team..., Decision Support, Competitive Analysis, Gross Margin Improvement, Financial Analysis, Sales, Margin & EBITA..., Investment Decisions, Business Cases, Process Improvement, Drive Financial..., P&L Management
Education
Ghent University 1998 — 2002
Master, Applied Economics
Gregory French's BNY Mellon Experience May 2015 - Present
Job Invested in creating relationships, supporting recruitment efforts, and building talent at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Halferty Metals Company, Inc. July 2013 - May 2015
Frostburg State University August 2012 - June 2013
Washington & Jefferson College September 2011 - May 2012
Washington & Jefferson College January 2010 - May 2012
Enterprise Rent-A-Car June 2011 - November 2011
Skills
Marketing, Customer Service, Admissions, Microsoft Excel, Microsoft Office, Leadership, Interviews, Public Speaking, PowerPoint, Sales, Inventory Management, Communication, Logistics, Supply Chain, Campus Relations, Relationship Building, Business Process..., Organizational..., Organizational..., Entrepreneurial Studies
Education
Gonzaga University 2013 — 2015
Master of Arts (MA), Organizational Leadership
Washington and Jefferson College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration
Williamsville East High School 2004 — 2008
Regents Diploma
BNY Mellon May 2015 - Present
Halferty Metals Company, Inc. July 2013 - May 2015
Frostburg State University August 2012 - June 2013
Washington & Jefferson College September 2011 - May 2012
Washington & Jefferson College January 2010 - May 2012
Enterprise Rent-A-Car June 2011 - November 2011
Skills
Marketing, Customer Service, Admissions, Microsoft Excel, Microsoft Office, Leadership, Interviews, Public Speaking, PowerPoint, Sales, Inventory Management, Communication, Logistics, Supply Chain, Campus Relations, Relationship Building, Business Process..., Organizational..., Organizational..., Entrepreneurial Studies
Education
Gonzaga University 2013 — 2015
Master of Arts (MA), Organizational Leadership
Washington and Jefferson College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration
Williamsville East High School 2004 — 2008
Regents Diploma
Lee Ann Willis Lee Ann Willis's BNY Mellon Experience May 2002 - Present
Job Vice President BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2002 - Present
U.S. Bank September 1995 - May 2002
Skills
Relationship Management, Public Finance, Corporate Finance, Corporate Actions, Asset Management, Compliance, Bonds, Banking, Trust Services, Escrow, Financial Services, Fixed Income, Securities, Capital Markets
Education
Georgia State University 1991 — 1995
Bachelor of Business Administration (BBA)
BNY Mellon May 2002 - Present
U.S. Bank September 1995 - May 2002
Skills
Relationship Management, Public Finance, Corporate Finance, Corporate Actions, Asset Management, Compliance, Bonds, Banking, Trust Services, Escrow, Financial Services, Fixed Income, Securities, Capital Markets
Education
Georgia State University 1991 — 1995
Bachelor of Business Administration (BBA)
Kerry Perl Kerry Perl's BNY Mellon Experience March 2006 - October 2008
Job Senior Director at TIAACREF, Head of Sales, Defined Contribution Investment Solutions
Industry Financial Services
Experience
TIAA-CREF September 2011 - Present
RC Securities December 2009 - September 2011
Renaissance Consulting November 2008 - December 2009
BNY Mellon March 2006 - October 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Managment June 2001 - April 2004
Nations Funds August 1993 - June 2001
Skills
Wealth Management, Investment Management, Management, Capital Markets, Portfolio Management, Mutual Funds, Series 7, Investments, Alternative Investments, Securities, Leadership, Banking, Sales, Series 63, Risk Management, Insurance, Asset Allocation, Financial Services, Finance, Asset Managment, Wealth, Asset Management
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology/ English Lit
TIAA-CREF September 2011 - Present
RC Securities December 2009 - September 2011
Renaissance Consulting November 2008 - December 2009
BNY Mellon March 2006 - October 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Managment June 2001 - April 2004
Nations Funds August 1993 - June 2001
Skills
Wealth Management, Investment Management, Management, Capital Markets, Portfolio Management, Mutual Funds, Series 7, Investments, Alternative Investments, Securities, Leadership, Banking, Sales, Series 63, Risk Management, Insurance, Asset Allocation, Financial Services, Finance, Asset Managment, Wealth, Asset Management
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology/ English Lit
John Reha John Reha's BNY Mellon Experience March 2011 - June 2012
Job Trading Associate
Industry Investment Management
Experience
LMCG Investments July 2012 - Present
BNY Mellon March 2011 - June 2012
Bank of New York Mellon September 2009 - March 2011
City of Spokane Fleet Services Department March 2008 - January 2009
Nordstrom May 2006 - January 2009
MultiCare June 2007 - August 2007
Education
Gonzaga University 2007 — 2008
MBA, Finance
Gonzaga University - School of Business Administration 2003 — 2007
BBA, Finance and Marketing
LMCG Investments July 2012 - Present
BNY Mellon March 2011 - June 2012
Bank of New York Mellon September 2009 - March 2011
City of Spokane Fleet Services Department March 2008 - January 2009
Nordstrom May 2006 - January 2009
MultiCare June 2007 - August 2007
Education
Gonzaga University 2007 — 2008
MBA, Finance
Gonzaga University - School of Business Administration 2003 — 2007
BBA, Finance and Marketing
Brian Finneran's BNY Mellon Experience June 2009 - August 2009
Job Equity Research Associate at Barclays
Industry Financial Services
Experience
Barclays October 2014 - Present
William Blair & Company September 2012 - October 2014
KBW August 2010 - September 2012
BNY Mellon June 2009 - August 2009
KBW June 2008 - August 2008
Skills
Equity Research, Bloomberg, Valuation, DCF, Financial Modeling, Equities, Investment Banking, Capital Markets, Series 7, Equity Valuation, Fixed Income, Hedge Funds
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Finance, Management
Barclays October 2014 - Present
William Blair & Company September 2012 - October 2014
KBW August 2010 - September 2012
BNY Mellon June 2009 - August 2009
KBW June 2008 - August 2008
Skills
Equity Research, Bloomberg, Valuation, DCF, Financial Modeling, Equities, Investment Banking, Capital Markets, Series 7, Equity Valuation, Fixed Income, Hedge Funds
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Finance, Management
Monica Dempsey Monica Dempsey's BNY Mellon Experience March 2014 - September 2015
Job Head Women's Volleyball Coach at Saint Peter's University
Industry Marketing and Advertising
Experience
Saint Peter's University August 2015 - Present
SideOutSports December 2013 - Present
BNY Mellon March 2014 - September 2015
Nalu Hawaiian Surf Bar May 2013 - September 2013
TD Bank May 2012 - April 2013
Skills
Social Media, Social Media Marketing, Marketing Communications, Advertising, Marketing Strategy, Marketing, Public Relations, Microsoft Office, Customer Service, Online Advertising, PowerPoint, Social Networking, Facebook, Teamwork, Volleyball, Sports Coaching, Digital Marketing, Microsoft Excel
Education
Goldey Beacom College 2009 — 2013
Bachelor of Science (BS), Business Administration Concentration in Marketing Management
Saint Peter's University August 2015 - Present
SideOutSports December 2013 - Present
BNY Mellon March 2014 - September 2015
Nalu Hawaiian Surf Bar May 2013 - September 2013
TD Bank May 2012 - April 2013
Skills
Social Media, Social Media Marketing, Marketing Communications, Advertising, Marketing Strategy, Marketing, Public Relations, Microsoft Office, Customer Service, Online Advertising, PowerPoint, Social Networking, Facebook, Teamwork, Volleyball, Sports Coaching, Digital Marketing, Microsoft Excel
Education
Goldey Beacom College 2009 — 2013
Bachelor of Science (BS), Business Administration Concentration in Marketing Management
Liza N. Zumsteg, CPA Liza N. Zumsteg, CPA's BNY Mellon Experience May 2000 - July 2004
Job Manager at RW Group, LLC
Industry Accounting
Experience
RW Group, LLC October 2011 - Present
Consulting Services June 2011 - November 2011
Shechtman Marks Devor PC December 2009 - May 2011
McGladrey November 2008 - May 2009
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Belfint, Lyons & Shuman, P.A. July 2004 - December 2006
BNY Mellon May 2000 - July 2004
Skills
Certified Public..., Auditing, Government Auditing, Accounting, Small Business, Audits of Employee..., CCH ProSystem fx, Caseware, Non-profits, Real Estate, HUD audits, Financial Reporting, Internal Controls, QuickBooks, Financial Audits, External Audit, Regulatory Audits, CPA, Member of AICPA, Financial Statement..., Compilation Of..., Yellow Book, GAAP, Nonprofits
Education
Goldey Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting
RW Group, LLC October 2011 - Present
Consulting Services June 2011 - November 2011
Shechtman Marks Devor PC December 2009 - May 2011
McGladrey November 2008 - May 2009
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Belfint, Lyons & Shuman, P.A. July 2004 - December 2006
BNY Mellon May 2000 - July 2004
Skills
Certified Public..., Auditing, Government Auditing, Accounting, Small Business, Audits of Employee..., CCH ProSystem fx, Caseware, Non-profits, Real Estate, HUD audits, Financial Reporting, Internal Controls, QuickBooks, Financial Audits, External Audit, Regulatory Audits, CPA, Member of AICPA, Financial Statement..., Compilation Of..., Yellow Book, GAAP, Nonprofits
Education
Goldey Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting
Laura Noisten Laura Noisten's BNY Mellon Experience June 2011 - August 2011
Job Hedge Fund Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse July 2013 - January 2015
Georgetown University February 2011 - May 2013
Georgetown University September 2009 - May 2013
Credit Suisse June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Capital Markets, Economics, Financial Modeling, Valuation, Corporate Finance, Equity Research, Financial Analysis, Fixed Income, Investments, Private Equity, Equities, Investment Banking
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance, International Business
Credit Suisse January 2015 - Present
Credit Suisse July 2013 - January 2015
Georgetown University February 2011 - May 2013
Georgetown University September 2009 - May 2013
Credit Suisse June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Capital Markets, Economics, Financial Modeling, Valuation, Corporate Finance, Equity Research, Financial Analysis, Fixed Income, Investments, Private Equity, Equities, Investment Banking
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance, International Business
Graham Harkins Graham Harkins's BNY Mellon Experience June 2013 - October 2014
Job Portfolio Analyst at Mellon Capital
Industry Investment Management
Experience
Mellon Capital November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon June 2012 - June 2013
OPEN MINDS Circle August 2010 - May 2012
BNY Mellon May 2011 - September 2011
Skills
Analysis, Finance, Business Development, Forecasting, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Financial Modeling, Research, Corporate Finance, Microsoft Excel, Financial Reporting, Strategic Financial...
Education
Gettysburg College 2008 — 2012
BA, Economics / History
Mellon Capital November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon June 2012 - June 2013
OPEN MINDS Circle August 2010 - May 2012
BNY Mellon May 2011 - September 2011
Skills
Analysis, Finance, Business Development, Forecasting, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Financial Modeling, Research, Corporate Finance, Microsoft Excel, Financial Reporting, Strategic Financial...
Education
Gettysburg College 2008 — 2012
BA, Economics / History
Mark Lubin Mark Lubin's BNY Mellon Experience July 2012 - November 2014
Job Manager and Advisor International and Transactional Tax
Industry Financial Services
Experience
BNY Mellon July 2012 - November 2014
GE Capital Real Estate 2008 - 2012
Merrill Lynch 1999 - 2008
Cooperman Levitt Winikoff Lester & Newman PC 1997 - 1999
David Berdon & Co. LLP 1996 - 1997
Marks & Murase LLP 1985 - 1996
Dun & Bradstreet 1984 - 1985
Ernst & Whinney 1982 - 1984
Skills
International Tax, Tax, Corporate Tax, Tax Law, Tax Accounting, Mergers & Acquisitions, Private Equity, Restructuring, Due Diligence, Tax Advisory, Sarbanes-Oxley Act, US GAAP, SEC Filings, Corporate Finance, Accounting
Education
New York University School of Law
LL.M., Taxation
Georgetown University Law Center
J.D., with Honors
Washington University in St. Louis
BSBA, Accounting
BNY Mellon July 2012 - November 2014
GE Capital Real Estate 2008 - 2012
Merrill Lynch 1999 - 2008
Cooperman Levitt Winikoff Lester & Newman PC 1997 - 1999
David Berdon & Co. LLP 1996 - 1997
Marks & Murase LLP 1985 - 1996
Dun & Bradstreet 1984 - 1985
Ernst & Whinney 1982 - 1984
Skills
International Tax, Tax, Corporate Tax, Tax Law, Tax Accounting, Mergers & Acquisitions, Private Equity, Restructuring, Due Diligence, Tax Advisory, Sarbanes-Oxley Act, US GAAP, SEC Filings, Corporate Finance, Accounting
Education
New York University School of Law
LL.M., Taxation
Georgetown University Law Center
J.D., with Honors
Washington University in St. Louis
BSBA, Accounting
Gibb Ranson Gibb Ranson's BNY Mellon Experience 2006 - 2008
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
Cambridge Associates 2010 - 2013
Akin Gump Strauss Hauer & Feld LLP 2009 - 2010
BNY Mellon 2006 - 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
BA, Political Economy, Philosophy
L.E.K. Consulting September 2015 - Present
Cambridge Associates 2010 - 2013
Akin Gump Strauss Hauer & Feld LLP 2009 - 2010
BNY Mellon 2006 - 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
BA, Political Economy, Philosophy
David DeFilippo, Ed.D.'s BNY Mellon Experience June 2013 - July 2015
Job Chief Learning Officer at Suffolk Construction
Industry Professional Training & Coaching
Experience
Suffolk Construction August 2015 - Present
Harvard Business School Executive Education June 2015 - Present
BNY Mellon June 2013 - July 2015
Bank of New York Mellon Asset Management July 2007 - June 2013
Capital One Financial 2004 - 2007
Comcast 1997 - 2003
United Parcel Service 1992 - 1997
Skills
Executive Coaching, Talent Management, Leadership Development, Career Development, Organizational..., Organizational..., Succession Planning, 360 Feedback, Organizational Design, Executive Development, MBTI, Training Delivery, Performance Management, Employee Engagement, Culture Change, Onboarding, Instructional Design, Performance Improvement, HR Consulting, Workshop Facilitation, E-Learning, Blended Learning, Business Development, Coaching, Leadership, Learning Management, Organizational Learning, Strategy, Training
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Doctor of Education (Ed.D.)
Georgetown University 2006 — 2006
Post Graduate Certificate
New York University 1990 — 1991
Master of Arts (M.A.)
Union College 1984 — 1988
Bachelor of Arts (B.A.)
Tabor Academy 1980 — 1984
Suffolk Construction August 2015 - Present
Harvard Business School Executive Education June 2015 - Present
BNY Mellon June 2013 - July 2015
Bank of New York Mellon Asset Management July 2007 - June 2013
Capital One Financial 2004 - 2007
Comcast 1997 - 2003
United Parcel Service 1992 - 1997
Skills
Executive Coaching, Talent Management, Leadership Development, Career Development, Organizational..., Organizational..., Succession Planning, 360 Feedback, Organizational Design, Executive Development, MBTI, Training Delivery, Performance Management, Employee Engagement, Culture Change, Onboarding, Instructional Design, Performance Improvement, HR Consulting, Workshop Facilitation, E-Learning, Blended Learning, Business Development, Coaching, Leadership, Learning Management, Organizational Learning, Strategy, Training
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Doctor of Education (Ed.D.)
Georgetown University 2006 — 2006
Post Graduate Certificate
New York University 1990 — 1991
Master of Arts (M.A.)
Union College 1984 — 1988
Bachelor of Arts (B.A.)
Tabor Academy 1980 — 1984
Barbara Marsh's BNY Mellon Experience January 2014 - Present
Job Bank of NY Mellon
Industry Investment Banking
Experience
BNY Mellon January 2014 - Present
IVS Associates, Inc August 2000 - January 2014
Boulden, Inc July 1999 - October 2001
Applied Control Engineering, Inc March 1998 - July 1999
Delmarva Power 1982 - 1995
Skills
Accounts Payable, Accounts Receivable, General Ledger, Accounting, Invoicing, QuickBooks, Full-Charge Bookkeeping, Accounting for Small..., Payroll, Fixed Assets, Balance Sheet, Income Statement, Cash Flow, Gross Receipts, Bank Reconciliation, Internal Audit, Account Reconciliation, Microsoft Office
Education
Goldey Beacom College 2009 — 2011
Post-Baccalaureate Certificate, Accounting
West Chester University 1979 — 1981
Bachelor of Science, Business Administration/Accounting
BNY Mellon January 2014 - Present
IVS Associates, Inc August 2000 - January 2014
Boulden, Inc July 1999 - October 2001
Applied Control Engineering, Inc March 1998 - July 1999
Delmarva Power 1982 - 1995
Skills
Accounts Payable, Accounts Receivable, General Ledger, Accounting, Invoicing, QuickBooks, Full-Charge Bookkeeping, Accounting for Small..., Payroll, Fixed Assets, Balance Sheet, Income Statement, Cash Flow, Gross Receipts, Bank Reconciliation, Internal Audit, Account Reconciliation, Microsoft Office
Education
Goldey Beacom College 2009 — 2011
Post-Baccalaureate Certificate, Accounting
West Chester University 1979 — 1981
Bachelor of Science, Business Administration/Accounting
Siddartha (Sid) Gade, FRM Siddartha (Sid) Gade, FRM's BNY Mellon Experience August 2012 - June 2015
Job Quant Finance Master’s Candidate, Georgia Tech Scheller College of Business / 2+ yrs of derivatives valuation experience
Industry Financial Services
Experience
BNY Mellon August 2012 - June 2015
IBM Global Business Services September 2011 - August 2012
Skills
Credit Derivatives, Equity Derivatives, FX Options, Total Return Swaps, Fixed Income, Interest Rates, Microsoft Excel, VBA, C++, C, Data Structures, Linux, Java, Core Java, JavaScript, HTML, SQL, Unix, VSAM, JSP, Pre-sales
Education
Georgia Institute of Technology 2015 — 2016
Master’s Degree, Quantitative and Computational Finance
National Institute of Technology Jamshedpur 2007 — 2011
B.Tech, Electronics and Communication Engineering, 8.06/10
Kendriya Vidyalaya No.2 Kharagpur 2003 — 2007
AISSCE, MBiPC
BNY Mellon August 2012 - June 2015
IBM Global Business Services September 2011 - August 2012
Skills
Credit Derivatives, Equity Derivatives, FX Options, Total Return Swaps, Fixed Income, Interest Rates, Microsoft Excel, VBA, C++, C, Data Structures, Linux, Java, Core Java, JavaScript, HTML, SQL, Unix, VSAM, JSP, Pre-sales
Education
Georgia Institute of Technology 2015 — 2016
Master’s Degree, Quantitative and Computational Finance
National Institute of Technology Jamshedpur 2007 — 2011
B.Tech, Electronics and Communication Engineering, 8.06/10
Kendriya Vidyalaya No.2 Kharagpur 2003 — 2007
AISSCE, MBiPC
Dennis Brantley's BNY Mellon Experience April 2008 - Present
Job
Industry Information Technology and Services
Experience
BNY Mellon April 2008 - Present
PNC Global Investment Servicing April 2008 - June 2010
Brattleboro Retreat 2006 - 2008
C&S Wholesale Grocers 2001 - 2006
Corporate Payroll Services August 1999 - April 2001
Data Access Technologies, Inc. May 1995 - April 2001
Education
Georgia Perimeter College
Associate of Science, Business Administration
UMass Lowell
Information Technology
BNY Mellon April 2008 - Present
PNC Global Investment Servicing April 2008 - June 2010
Brattleboro Retreat 2006 - 2008
C&S Wholesale Grocers 2001 - 2006
Corporate Payroll Services August 1999 - April 2001
Data Access Technologies, Inc. May 1995 - April 2001
Education
Georgia Perimeter College
Associate of Science, Business Administration
UMass Lowell
Information Technology
Scott Croland's BNY Mellon Experience April 2013 - September 2014
Job Director of Oversight at Société Générale
Industry Financial Services
Experience
Société Générale September 2014 - Present
BNY Mellon April 2013 - September 2014
Deutsche Bank September 2012 - April 2013
Nomura Securities October 2009 - July 2012
Merrill Lynch November 2008 - March 2010
Merrill Lynch August 2005 - March 2009
Merrill Lynch March 2000 - August 2005
Merrill Lynch January 1998 - March 2000
Merrill Lynch January 1996 - February 1998
Merrill Lynch September 1988 - January 1998
Skills
Strategic Planning, Middle Office Management, Operations..., Resource Allocation, Implementation of..., Dodd-Frank Compliance, Managing..., Transaction Capture, Manage Client..., High Volume Growth, Global Organizations, OTC Client Clearing, Project & Program..., IT Governance, Clearing, Equities, Infrastructure, Money Market, Operational Risk, Governance, Fixed Income, Back Office, Securities, Trading, Prime Brokerage, Derivatives, Compliance, Settlement, Collateral Management, Image Capture, Hedging, Middle Office, Strategy, Treasury Management, Portfolio Management, Market Risk, Financial Risk, FX Options, Management, Loans, CRM, Options, ABS, International..., Financial Transactions, Investment Banking, Securities Lending, Securitization, Funding, Structured Finance
Education
Gettysburg College 1984 — 1988
BA
Wroxton College, England 1987 — 1987
University of Colorado Boulder 1986 — 1986
Société Générale September 2014 - Present
BNY Mellon April 2013 - September 2014
Deutsche Bank September 2012 - April 2013
Nomura Securities October 2009 - July 2012
Merrill Lynch November 2008 - March 2010
Merrill Lynch August 2005 - March 2009
Merrill Lynch March 2000 - August 2005
Merrill Lynch January 1998 - March 2000
Merrill Lynch January 1996 - February 1998
Merrill Lynch September 1988 - January 1998
Skills
Strategic Planning, Middle Office Management, Operations..., Resource Allocation, Implementation of..., Dodd-Frank Compliance, Managing..., Transaction Capture, Manage Client..., High Volume Growth, Global Organizations, OTC Client Clearing, Project & Program..., IT Governance, Clearing, Equities, Infrastructure, Money Market, Operational Risk, Governance, Fixed Income, Back Office, Securities, Trading, Prime Brokerage, Derivatives, Compliance, Settlement, Collateral Management, Image Capture, Hedging, Middle Office, Strategy, Treasury Management, Portfolio Management, Market Risk, Financial Risk, FX Options, Management, Loans, CRM, Options, ABS, International..., Financial Transactions, Investment Banking, Securities Lending, Securitization, Funding, Structured Finance
Education
Gettysburg College 1984 — 1988
BA
Wroxton College, England 1987 — 1987
University of Colorado Boulder 1986 — 1986
Charlotta Vonwettberg's BNY Mellon Experience July 2011 - Present
Job Regulatory Administrator Sr. Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Wilmington Trust January 2003 - October 2011
Education
Goldey-Beacom College
BNY Mellon July 2011 - Present
Wilmington Trust January 2003 - October 2011
Education
Goldey-Beacom College
Brad Leiber's BNY Mellon Experience August 2014 - Present
Job Managing Director Senior Counsel at BNY Mellon
Industry Law Practice
Experience
BNY Mellon August 2014 - Present
Kleinberg, Kaplan, Wolff & Cohen, P.C. October 2011 - August 2014
Fried Frank December 2009 - October 2011
Georgetown University Law Center Federal Legislation Clinic May 2009 - December 2009
The Lloyd Group October 2003 - July 2006
TMP Worldwide March 1999 - October 2003
Skills
Hedge Fund Formation, Private Equity Fund..., Derivatives, Corporate Law, CFTC Regulation, Securities Regulation, M&A experience, Capital Markets
Education
Georgetown University Law Center 2007 — 2009
JD, Law, Cum Laude; Dean's List
Radford University 1994 — 1998
BBA, Marketing
BNY Mellon August 2014 - Present
Kleinberg, Kaplan, Wolff & Cohen, P.C. October 2011 - August 2014
Fried Frank December 2009 - October 2011
Georgetown University Law Center Federal Legislation Clinic May 2009 - December 2009
The Lloyd Group October 2003 - July 2006
TMP Worldwide March 1999 - October 2003
Skills
Hedge Fund Formation, Private Equity Fund..., Derivatives, Corporate Law, CFTC Regulation, Securities Regulation, M&A experience, Capital Markets
Education
Georgetown University Law Center 2007 — 2009
JD, Law, Cum Laude; Dean's List
Radford University 1994 — 1998
BBA, Marketing
Judith Kostic's BNY Mellon Experience 2004 - Present
Job Team Manager/Vice President
Industry Investment Banking
Experience
PFPC Vice President--Team ManagerBNY Mellon Alternative Investment ServicesMay 2012 - Present
BNY Mellon 2004 - Present
Skills
Financial Analysis, Financial Reporting, Fund Accounting, Accounting, Hedge Funds, Account Reconciliation, Internal Controls, General Ledger, Bloomberg, Mutual Funds, SEC filings, Asset Management
Education
Goldey-Beacom College 1993 — 1994
PFPC Vice President--Team ManagerBNY Mellon Alternative Investment ServicesMay 2012 - Present
BNY Mellon 2004 - Present
Skills
Financial Analysis, Financial Reporting, Fund Accounting, Accounting, Hedge Funds, Account Reconciliation, Internal Controls, General Ledger, Bloomberg, Mutual Funds, SEC filings, Asset Management
Education
Goldey-Beacom College 1993 — 1994
Timothy Ahn's BNY Mellon Experience September 2004 - August 2005
Job Financial Analyst at Phacil, Inc
Industry Information Services
Experience
Phacil, Inc March 2015 - Present
1st Class Medical September 2013 - October 2014
1st Class Sleep Diagnostics, Inc February 2008 - August 2013
Orlando Magic November 2005 - February 2008
University of Central Florida December 2005 - December 2006
BNY Mellon September 2004 - August 2005
Skills
Marketing, Microsoft Excel, Research, Sports Marketing, Management, Event Management, Microsoft Office, Public Speaking, Data Analysis, Analysis, Customer Service, Strategic Planning, Microsoft Word, Market Research, Sales, Leadership, Business Development, Business Analysis, PowerPoint, Project Management, Event Planning, Financial Analysis, Marketing Strategy, Strategy, Business Strategy, Social Media Marketing, Social Networking, Process Modeling, Decision Trees, Case Studies, ICD-9, ICD-10, SharePoint, Government Contracting, DoD, R, Python, SAS
Education
Georgetown University 2015 — 2017
Master’s Degree, Analytics / Data Science
University of Central Florida 2005 — 2007
Master of Business Administration (MBA), 3.6
University of Florida 1998 — 2002
Bachelor of Science (BS), Information Systems and Operations Management
Phacil, Inc March 2015 - Present
1st Class Medical September 2013 - October 2014
1st Class Sleep Diagnostics, Inc February 2008 - August 2013
Orlando Magic November 2005 - February 2008
University of Central Florida December 2005 - December 2006
BNY Mellon September 2004 - August 2005
Skills
Marketing, Microsoft Excel, Research, Sports Marketing, Management, Event Management, Microsoft Office, Public Speaking, Data Analysis, Analysis, Customer Service, Strategic Planning, Microsoft Word, Market Research, Sales, Leadership, Business Development, Business Analysis, PowerPoint, Project Management, Event Planning, Financial Analysis, Marketing Strategy, Strategy, Business Strategy, Social Media Marketing, Social Networking, Process Modeling, Decision Trees, Case Studies, ICD-9, ICD-10, SharePoint, Government Contracting, DoD, R, Python, SAS
Education
Georgetown University 2015 — 2017
Master’s Degree, Analytics / Data Science
University of Central Florida 2005 — 2007
Master of Business Administration (MBA), 3.6
University of Florida 1998 — 2002
Bachelor of Science (BS), Information Systems and Operations Management
Harold Ognelodh's BNY Mellon Experience January 2010 - January 2014
Job Securities Attorney, Regulatory Compliance and Legal Advisor, Risk Management, Creative Problem Solver
Industry Financial Services
Experience
Freddie Mac October 2014 - Present
BNY Mellon January 2010 - January 2014
RBC Capital Markets Corporation May 2005 - April 2009
Merrill Lynch March 2003 - March 2005
Skills
Corporate Governance, Financial Services, Business Strategy, FINRA, Asset Management, Equities, Securities, Securities Regulation, Series 7, Hedge Funds, Investment Banking, Investments, Fixed Income, Compliance, Prime Brokerage, Policy, Leadership, Venture Capital, Risk Management, Capital Markets, Finance, Derivatives, Bloomberg, Trading, Mutual Funds, Financial Risk, Private Equity, Alternative Investments, Financial Markets, Options, Due Diligence
Education
Georgetown University Law Center
Jurist Doctor, Banking, Corporate, Finance, and Securities Law
University of Pennsylvania
BA, Economics
Freddie Mac October 2014 - Present
BNY Mellon January 2010 - January 2014
RBC Capital Markets Corporation May 2005 - April 2009
Merrill Lynch March 2003 - March 2005
Skills
Corporate Governance, Financial Services, Business Strategy, FINRA, Asset Management, Equities, Securities, Securities Regulation, Series 7, Hedge Funds, Investment Banking, Investments, Fixed Income, Compliance, Prime Brokerage, Policy, Leadership, Venture Capital, Risk Management, Capital Markets, Finance, Derivatives, Bloomberg, Trading, Mutual Funds, Financial Risk, Private Equity, Alternative Investments, Financial Markets, Options, Due Diligence
Education
Georgetown University Law Center
Jurist Doctor, Banking, Corporate, Finance, and Securities Law
University of Pennsylvania
BA, Economics
Jesse Puckett's BNY Mellon Experience September 2013 - Present
Job Vice President, SRM at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Scottrade August 2009 - September 2013
Scottrade August 2003 - August 2009
Automotive PC January 2002 - August 2004
Skills
Investments, Securities, Bonds, Options, Corporate Finance, Trading, Fixed Income, Valuation, Finance, Series 7, Portfolio Management, Financial Markets
Education
Mercer University - Stetson School of Business and Economics 2007 — 2008
MBA, Finance
Georgia Institute of Technology 1997 — 2003
BS, Management/Finance
BNY Mellon September 2013 - Present
Scottrade August 2009 - September 2013
Scottrade August 2003 - August 2009
Automotive PC January 2002 - August 2004
Skills
Investments, Securities, Bonds, Options, Corporate Finance, Trading, Fixed Income, Valuation, Finance, Series 7, Portfolio Management, Financial Markets
Education
Mercer University - Stetson School of Business and Economics 2007 — 2008
MBA, Finance
Georgia Institute of Technology 1997 — 2003
BS, Management/Finance
Natalie Laws's BNY Mellon Experience August 2012 - Present
Job FAA NAV Ops Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Wilmington Trust April 2005 - Present
Wilmington Trust April 2005 - August 2012
PFPC June 2003 - April 2005
Christiana Care Health System April 2003 - June 2003
Skills
Bloomberg, Alternative Investments, Accounting, Hedge Funds, Bonds, Financial Reporting, Fixed Income, Securities, Account Reconciliation, Portfolio Management, Cash Management, Investments, Fund Accounting, Equities, Asset Managment
Education
Goldey Beacom College 2007 — 2008
Bachelor of Science (BS), Accounting, 3.4
Goldey Beacom College 2007 — 2008
Master of Business Administration (MBA), Finance, General, 3.625
BNY Mellon August 2012 - Present
Wilmington Trust April 2005 - Present
Wilmington Trust April 2005 - August 2012
PFPC June 2003 - April 2005
Christiana Care Health System April 2003 - June 2003
Skills
Bloomberg, Alternative Investments, Accounting, Hedge Funds, Bonds, Financial Reporting, Fixed Income, Securities, Account Reconciliation, Portfolio Management, Cash Management, Investments, Fund Accounting, Equities, Asset Managment
Education
Goldey Beacom College 2007 — 2008
Bachelor of Science (BS), Accounting, 3.4
Goldey Beacom College 2007 — 2008
Master of Business Administration (MBA), Finance, General, 3.625
Sarah J. Allen's BNY Mellon Experience 2008 - 2013
Job Associate at Starwood Retail Partners, LLC
Industry Real Estate
Experience
HFF 2014 - 2015
Clark Enterprises, Inc. 2013 - 2014
BNY Mellon 2008 - 2013
FTI Consulting 2008 - 2008
Skills
Investments, Portfolio Management, Finance, Investment Strategies, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Investment Management, Capital Markets, Equities, Microsoft Excel, Alternative Investments, Bloomberg Terminal, Wealth Management..., Hedge Funds, Financial Reporting, Asset Management, Proforma Modeling
Education
Georgetown University 2014 — 2016
Master's Degree, Candidate, Real Estate Finance
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Finance
Regents College, Regents Park, London 2007 — 2007
Finance: Study Abroad
North Middlesex Regional 2000 — 2004
HFF 2014 - 2015
Clark Enterprises, Inc. 2013 - 2014
BNY Mellon 2008 - 2013
FTI Consulting 2008 - 2008
Skills
Investments, Portfolio Management, Finance, Investment Strategies, Valuation, Mutual Funds, Due Diligence, Financial Analysis, Investment Management, Capital Markets, Equities, Microsoft Excel, Alternative Investments, Bloomberg Terminal, Wealth Management..., Hedge Funds, Financial Reporting, Asset Management, Proforma Modeling
Education
Georgetown University 2014 — 2016
Master's Degree, Candidate, Real Estate Finance
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Finance
Regents College, Regents Park, London 2007 — 2007
Finance: Study Abroad
North Middlesex Regional 2000 — 2004
Vicki DiOrio's BNY Mellon Experience June 2007 - May 2011
Job Experienced Accountant
Industry Accounting
Experience
BNY Mellon June 2007 - May 2011
PNC Global Investment Services July 2005 - June 2007
Skills
Account Reconciliation, Accounting, Financial Reporting
Education
Goldey-Beacom College 1990 — 2002
BNY Mellon June 2007 - May 2011
PNC Global Investment Services July 2005 - June 2007
Skills
Account Reconciliation, Accounting, Financial Reporting
Education
Goldey-Beacom College 1990 — 2002
Don Ventura's BNY Mellon Experience December 2012 - Present
Job Corporate Trust Operations Unit Manager, Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon December 2012 - Present
BNY Mellon August 2008 - December 2012
BNY Mellon August 2005 - August 2008
BNY Mellon April 2005 - August 2005
Career Strategies July 2001 - April 2005
Celebrity Connection March 2000 - June 2001
Option One Mortgage March 1999 - November 1999
TeleTech March 1998 - March 1999
Bally Total Fitness February 1994 - March 1998
INsider Magazine 1990 - 1991
Skills
Banking, Financial Services, Securities, Loans, Risk Management, Relationship Management, Training, Process Improvement, Management, Leadership, Sales, Business Analysis, Mortgage Lending
Education
Golden West College
BNY Mellon December 2012 - Present
BNY Mellon August 2008 - December 2012
BNY Mellon August 2005 - August 2008
BNY Mellon April 2005 - August 2005
Career Strategies July 2001 - April 2005
Celebrity Connection March 2000 - June 2001
Option One Mortgage March 1999 - November 1999
TeleTech March 1998 - March 1999
Bally Total Fitness February 1994 - March 1998
INsider Magazine 1990 - 1991
Skills
Banking, Financial Services, Securities, Loans, Risk Management, Relationship Management, Training, Process Improvement, Management, Leadership, Sales, Business Analysis, Mortgage Lending
Education
Golden West College
T.J. Connolly's BNY Mellon Experience July 2013 - May 2015
Job Sales + Strategic Expansion
Industry Financial Services
Experience
Hello Alfred May 2015 - Present
BNY Mellon July 2013 - May 2015
BNY Mellon June 2010 - June 2013
Thomson Reuters January 2007 - January 2009
Newmark Knight Frank August 2006 - December 2007
Skills
Business Development, Capital Markets, Change Management, Derivatives, Entrepreneurship, Leadership, Management, Marketing Strategy, Networking, Negotiation, Project Management, Strategic Planning, Strategy, Investments, Trading, Program Management, Real Estate, Selling, Mutual Funds, FX Options, Portfolio Management, Financial Modeling, Mergers, Finance, Start-ups, Sales, Mergers
Education
Georgetown University 2002 — 2006
BS, Major: Finance, Minor: Studio Art
Georgetown University - The McDonough School of Business 2002 — 2006
Finance, finance, studio art
Hello Alfred May 2015 - Present
BNY Mellon July 2013 - May 2015
BNY Mellon June 2010 - June 2013
Thomson Reuters January 2007 - January 2009
Newmark Knight Frank August 2006 - December 2007
Skills
Business Development, Capital Markets, Change Management, Derivatives, Entrepreneurship, Leadership, Management, Marketing Strategy, Networking, Negotiation, Project Management, Strategic Planning, Strategy, Investments, Trading, Program Management, Real Estate, Selling, Mutual Funds, FX Options, Portfolio Management, Financial Modeling, Mergers, Finance, Start-ups, Sales, Mergers
Education
Georgetown University 2002 — 2006
BS, Major: Finance, Minor: Studio Art
Georgetown University - The McDonough School of Business 2002 — 2006
Finance, finance, studio art
Patti Michaud's BNY Mellon Experience June 1982 - Present
Job Managing Director, BNY Mellon Corporation
Industry Financial Services
Experience
BNY Mellon June 1982 - Present
Skills
Project Management, Risk Management, Banking, Business Analysis, Vendor Management
Education
Georgetown University 1978 — 1982
BNY Mellon June 1982 - Present
Skills
Project Management, Risk Management, Banking, Business Analysis, Vendor Management
Education
Georgetown University 1978 — 1982
Theodore (Ted) Stamas's BNY Mellon Experience April 1995 - February 1997
Job Director and Associate General Counsel at Citigroup
Industry Legal Services
Experience
Citigroup March 1997 - Present
BNY Mellon April 1995 - February 1997
Milbank, Tweed, Hadley & McCloy LLP October 1987 - March 1995
International Institute for Strategic Studies 1982 - 1983
Skills
Corporate Law, Banking, Finance, Project Finance, Securities Regulation, Syndications, Corporate Governance, Trade Finance, Securities
Education
Georgetown University 1983 — 1987
M.S.F.S., International Relations
Georgetown University Law Center 1983 — 1987
J.D., Law
Harvard University 1978 — 1982
AB, Government
Citigroup March 1997 - Present
BNY Mellon April 1995 - February 1997
Milbank, Tweed, Hadley & McCloy LLP October 1987 - March 1995
International Institute for Strategic Studies 1982 - 1983
Skills
Corporate Law, Banking, Finance, Project Finance, Securities Regulation, Syndications, Corporate Governance, Trade Finance, Securities
Education
Georgetown University 1983 — 1987
M.S.F.S., International Relations
Georgetown University Law Center 1983 — 1987
J.D., Law
Harvard University 1978 — 1982
AB, Government
Greg Watkins's BNY Mellon Experience December 2005 - Present
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2005 - Present
City Capital January 1999 - December 2005
Trusco Capital Management January 1989 - December 1998
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Series 7, Alternative Investments, Risk Management, Financial Analysis, Investment Management, Banking, Investment Strategies, Relationship Management, Wealth Management..., Investment Advisory, Strategic Financial..., Private Banking, Estate Planning, Insurance, Underwriting, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
BA, Finanice
BNY Mellon December 2005 - Present
City Capital January 1999 - December 2005
Trusco Capital Management January 1989 - December 1998
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Series 7, Alternative Investments, Risk Management, Financial Analysis, Investment Management, Banking, Investment Strategies, Relationship Management, Wealth Management..., Investment Advisory, Strategic Financial..., Private Banking, Estate Planning, Insurance, Underwriting, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
BA, Finanice
David Esser's BNY Mellon Experience August 2013 - Present
Job Private Banking Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
David Worden's BNY Mellon Experience January 2002 - November 2003
Job Senior Consultant at Sullivan, Cotter and Associates, Inc.
Industry Financial Services
Experience
Sullivan, Cotter and Associates, Inc. December 2007 - Present
The Segal Company March 2004 - April 2007
BNY Mellon January 2002 - November 2003
PwC 2000 - 2002
Skills
Employee Benefits, HR Consulting, Deferred Compensation, Actuarial Science, Incentive Programs, Executive Pay, Performance Management, Organizational..., Healthcare, HRIS, Strategic Planning, Project Management, Business Strategy, Onboarding, Talent Management, Compensation & Benefit
Education
Georgia State University 1998 — 2000
MS, Actuarial Science
University of New Orleans 1995 — 1998
BS, Mathematics
Sewanee-The University of the South 1986 — 1990
Bachelor's degree, Political Science and Government
Sullivan, Cotter and Associates, Inc. December 2007 - Present
The Segal Company March 2004 - April 2007
BNY Mellon January 2002 - November 2003
PwC 2000 - 2002
Skills
Employee Benefits, HR Consulting, Deferred Compensation, Actuarial Science, Incentive Programs, Executive Pay, Performance Management, Organizational..., Healthcare, HRIS, Strategic Planning, Project Management, Business Strategy, Onboarding, Talent Management, Compensation & Benefit
Education
Georgia State University 1998 — 2000
MS, Actuarial Science
University of New Orleans 1995 — 1998
BS, Mathematics
Sewanee-The University of the South 1986 — 1990
Bachelor's degree, Political Science and Government
Patrick Tadie's BNY Mellon Experience October 2003 - May 2014
Job Group Vice President, Global Structured Finance at Wilmington Trust
Industry Banking
Experience
Wilmington Trust October 2014 - Present
BNY Mellon October 2003 - May 2014
Bank of New York Mellon July 2006 - August 2011
Freddie Mac 2000 - 2003
First Union National Bank 1995 - 2000
Prudential Home Mortgage 1989 - 1995
Skills
Financial Services, Competitive Analysis, Mortgage Banking, Capital Markets, Structured Finance, Securities, Fixed Income, Derivatives, Investments, MBS, Securitization, Mortgage Lending, Finance, Financial Risk, Portfolio Management, Hedge Funds, Valuation, Loans, Risk Management, Bonds, Investor Relations, Asset Management, Due Diligence, Residential Mortgages, Financial Markets, Alternative Investments, Financial Analysis, Banking, Structured Products, Corporate Finance, CMBS, Financial Modeling, Relationship Management, Mergers & Acquisitions, Credit
Education
The George Washington University - School of Business 1989 — 1993
MBA, Finance and Investments
Georgetown University 1981 — 1985
BSBA, Accounting
Wilmington Trust October 2014 - Present
BNY Mellon October 2003 - May 2014
Bank of New York Mellon July 2006 - August 2011
Freddie Mac 2000 - 2003
First Union National Bank 1995 - 2000
Prudential Home Mortgage 1989 - 1995
Skills
Financial Services, Competitive Analysis, Mortgage Banking, Capital Markets, Structured Finance, Securities, Fixed Income, Derivatives, Investments, MBS, Securitization, Mortgage Lending, Finance, Financial Risk, Portfolio Management, Hedge Funds, Valuation, Loans, Risk Management, Bonds, Investor Relations, Asset Management, Due Diligence, Residential Mortgages, Financial Markets, Alternative Investments, Financial Analysis, Banking, Structured Products, Corporate Finance, CMBS, Financial Modeling, Relationship Management, Mergers & Acquisitions, Credit
Education
The George Washington University - School of Business 1989 — 1993
MBA, Finance and Investments
Georgetown University 1981 — 1985
BSBA, Accounting
Evan Seiler's BNY Mellon Experience August 2002 - July 2009
Job Senior Project Manager Build it Back (Sandy Recovery Program) at NYC Dept. of Housing Preservation and Development
Industry Architecture & Planning
Experience
NYC Dept. of Housing Preservation and Development June 2013 - Present
NYC Dept. of Housing Preservation and Development August 2011 - June 2013
Furman Center for Real Estate and Urban Policy August 2010 - August 2011
Office of Management and Budget May 2010 - August 2010
Empire State Development January 2010 - May 2010
BNY Mellon August 2002 - July 2009
Skills
Policy Analysis, Public Policy, Due Diligence, Affordable Housing, Economic Development, Data Analysis, Research, Portfolio Management, Community Development, Stata, Asset Management, SPSS
Education
New York University 2009 — 2011
M.U.P., Urban Planning
Georgetown University 1998 — 2002
BSBA, Finance, International Business
NYC Dept. of Housing Preservation and Development June 2013 - Present
NYC Dept. of Housing Preservation and Development August 2011 - June 2013
Furman Center for Real Estate and Urban Policy August 2010 - August 2011
Office of Management and Budget May 2010 - August 2010
Empire State Development January 2010 - May 2010
BNY Mellon August 2002 - July 2009
Skills
Policy Analysis, Public Policy, Due Diligence, Affordable Housing, Economic Development, Data Analysis, Research, Portfolio Management, Community Development, Stata, Asset Management, SPSS
Education
New York University 2009 — 2011
M.U.P., Urban Planning
Georgetown University 1998 — 2002
BSBA, Finance, International Business
Kurt Campanile's BNY Mellon Experience May 2008 - August 2008
Job Associate at Methfessel & Werbel
Industry Legal Services
Experience
Methfessel & Werbel September 2015 - Present
Superior Court of New Jersey, Monmouth County, Family Division September 2014 - August 2015
Horizon Blue Cross Blue Shield of New Jersey January 2014 - May 2014
Superior court of New Jersey Appellate Division September 2013 - December 2013
Delaware Counsel Group June 2012 - August 2012
Bank of New York Mellon May 2010 - August 2010
BNY Mellon May 2008 - August 2008
Skills
Legal Research, Corporate Law, Legal Writing, Westlaw, Research, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Management
Education
Rutgers University School of Law - Newark 2012 — 2014
Doctor of Law (J.D.), Law
Gettysburg College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
College Year in Athens 2009 — 2009
Spring Semester Abroad
Methfessel & Werbel September 2015 - Present
Superior Court of New Jersey, Monmouth County, Family Division September 2014 - August 2015
Horizon Blue Cross Blue Shield of New Jersey January 2014 - May 2014
Superior court of New Jersey Appellate Division September 2013 - December 2013
Delaware Counsel Group June 2012 - August 2012
Bank of New York Mellon May 2010 - August 2010
BNY Mellon May 2008 - August 2008
Skills
Legal Research, Corporate Law, Legal Writing, Westlaw, Research, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Management
Education
Rutgers University School of Law - Newark 2012 — 2014
Doctor of Law (J.D.), Law
Gettysburg College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
College Year in Athens 2009 — 2009
Spring Semester Abroad
Phil Yevel, MBA's BNY Mellon Experience November 2013 - Present
Job Senior Business Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon November 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase December 2011 - June 2012
JPMorgan Chase April 2010 - December 2011
Skills
Microsoft Office, SQL, Bloomberg, SAP, SAS Base, Visio, DTC, Lotus Notes, Eagle, IAX, Business Objects, Accounting, Forecasting, Analysis, Finance, Financial Analysis, Microsoft Excel, Management, Business Analysis, Financial Reporting, Account Reconciliation, Banking, Securities, Access
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Management Information Systems, General, 3.65
Wilmington University 2008 — 2010
Master of Business Administration (MBA), Finance, General, 3.65
Goldey-Beacom College 2006 — 2009
BS, Business Admin
Goldey-Beacom College 2006 — 2008
AS, Accounting
Goldey-Beacom College 2006 — 2008
BS, Finance Management
BNY Mellon November 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase December 2011 - June 2012
JPMorgan Chase April 2010 - December 2011
Skills
Microsoft Office, SQL, Bloomberg, SAP, SAS Base, Visio, DTC, Lotus Notes, Eagle, IAX, Business Objects, Accounting, Forecasting, Analysis, Finance, Financial Analysis, Microsoft Excel, Management, Business Analysis, Financial Reporting, Account Reconciliation, Banking, Securities, Access
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Management Information Systems, General, 3.65
Wilmington University 2008 — 2010
Master of Business Administration (MBA), Finance, General, 3.65
Goldey-Beacom College 2006 — 2009
BS, Business Admin
Goldey-Beacom College 2006 — 2008
AS, Accounting
Goldey-Beacom College 2006 — 2008
BS, Finance Management
Kimberly Julian's BNY Mellon Experience July 2010 - Present
Job Marketing Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Financial Services Group August 2008 - July 2010
Skills
Marketing Strategy, Direct Marketing, Marketing Communications, Marketing, Market Research, Competitive Analysis, Segmentation, Email Marketing, Product Marketing, Relationship Management, Marketing Management, Social Media Marketing, Digital Marketing, Brand Management, Financial Services, Analytics, Integrated Marketing, Customer Acquisition, Marketing Research, Market Planning, Market Analysis
Education
Goldey-Beacom College 1985 — 1989
BS, Marketing
St. Elizabeth High School 1981 — 1985
BNY Mellon July 2010 - Present
PNC Financial Services Group August 2008 - July 2010
Skills
Marketing Strategy, Direct Marketing, Marketing Communications, Marketing, Market Research, Competitive Analysis, Segmentation, Email Marketing, Product Marketing, Relationship Management, Marketing Management, Social Media Marketing, Digital Marketing, Brand Management, Financial Services, Analytics, Integrated Marketing, Customer Acquisition, Marketing Research, Market Planning, Market Analysis
Education
Goldey-Beacom College 1985 — 1989
BS, Marketing
St. Elizabeth High School 1981 — 1985
Keisha Day's BNY Mellon Experience July 2007 - Present
Job FAA NAV OPS Senior Investment Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2007 - Present
Blue Ox Medical Network May 2005 - July 2007
Skills
Financial Services, Accounting, Cash Availability, Mutual Funds, Account Reconciliation, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, OneNote, Lotus Notes, Multi-task & Handle..., Team Leadership
Education
Goldey-Beacom College 2001 — 2005
Bachelor’s Degree, Computer Information System
BNY Mellon July 2007 - Present
Blue Ox Medical Network May 2005 - July 2007
Skills
Financial Services, Accounting, Cash Availability, Mutual Funds, Account Reconciliation, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, OneNote, Lotus Notes, Multi-task & Handle..., Team Leadership
Education
Goldey-Beacom College 2001 — 2005
Bachelor’s Degree, Computer Information System
Jane Sherburne's BNY Mellon Experience May 2010 - July 2014
Job Owner, Sherburne PLLC
Industry Law Practice
Experience
Sherburne PLLC July 2014 - Present
BNY Mellon May 2010 - July 2014
Wachovia Corporation July 2008 - January 2009
Citigroup July 2001 - June 2008
WilmerHale January 1988 - June 2001
The White House April 1994 - January 1997
Social Security Administration January 1979 - August 1980
U.S. House of Representatives September 1976 - December 1978
Skills
Civil Litigation, Commercial Litigation, Corporate Law, Public Speaking, Legal Research, Social Media, Corporate Governance, Entrepreneurship, Legal Writing, Arbitration
Education
Georgetown University Law Center 1980 — 1983
Doctor of Law (JD)
University of Minnesota School of Social Work 1974 — 1976
Master of Social Work (MSW)
University of Minnesota-Twin Cities 1969 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
Sherburne PLLC July 2014 - Present
BNY Mellon May 2010 - July 2014
Wachovia Corporation July 2008 - January 2009
Citigroup July 2001 - June 2008
WilmerHale January 1988 - June 2001
The White House April 1994 - January 1997
Social Security Administration January 1979 - August 1980
U.S. House of Representatives September 1976 - December 1978
Skills
Civil Litigation, Commercial Litigation, Corporate Law, Public Speaking, Legal Research, Social Media, Corporate Governance, Entrepreneurship, Legal Writing, Arbitration
Education
Georgetown University Law Center 1980 — 1983
Doctor of Law (JD)
University of Minnesota School of Social Work 1974 — 1976
Master of Social Work (MSW)
University of Minnesota-Twin Cities 1969 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
Dianne Baptiste's BNY Mellon Experience March 2006 - May 2007
Job AML Compliance
Industry Financial Services
Experience
BlackRock Inc March 2015 - Present
J.P. Morgan February 2013 - December 2014
Deutsche Bank July 2012 - December 2012
Wells Fargo May 2011 - December 2012
Ally Bank January 2010 - April 2011
BNY Mellon March 2006 - May 2007
United Commercial Bank Limited February 1999 - March 2006
Skills
Microsoft Office, Lotus Notes, World Check, RDC, PCR, Factiva, LexisNexis, Prime, BRD, OneSource, OFAC, FMOM, Fortent, FSD, Sonar, Halo
Education
Glendale Community College
Bachelor of Science (B.S.), Business Administration and Management, General
BlackRock Inc March 2015 - Present
J.P. Morgan February 2013 - December 2014
Deutsche Bank July 2012 - December 2012
Wells Fargo May 2011 - December 2012
Ally Bank January 2010 - April 2011
BNY Mellon March 2006 - May 2007
United Commercial Bank Limited February 1999 - March 2006
Skills
Microsoft Office, Lotus Notes, World Check, RDC, PCR, Factiva, LexisNexis, Prime, BRD, OneSource, OFAC, FMOM, Fortent, FSD, Sonar, Halo
Education
Glendale Community College
Bachelor of Science (B.S.), Business Administration and Management, General
Jason J. Leinberger's BNY Mellon Experience September 2005 - October 2010
Job Sr Portfolio Manager & Investment Strategist, VP at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank October 2010 - Present
BNY Mellon September 2005 - October 2010
The Bank of New York June 2002 - September 2005
The Bank of New York June 2001 - June 2002
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Financial Services, Equity Research Analysis, Investment Selection, Insurance, Relationship Management, Equities, Series 7, Fixed Income, Wealth Management..., Investment Management, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Indiana University Bloomington 1990 — 1993
B.S., Public and Environmental Policy
Wells Fargo - The Private Bank October 2010 - Present
BNY Mellon September 2005 - October 2010
The Bank of New York June 2002 - September 2005
The Bank of New York June 2001 - June 2002
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Financial Services, Equity Research Analysis, Investment Selection, Insurance, Relationship Management, Equities, Series 7, Fixed Income, Wealth Management..., Investment Management, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Indiana University Bloomington 1990 — 1993
B.S., Public and Environmental Policy
Vinny (Vincent) Edmund-Pizzo's BNY Mellon Experience September 2003 - Present
Job Owner at Vincent J. EdmundPizzo, MST
Industry Accounting
Experience
State of Delaware February 2014 - Present
Vincent J. Edmund-Pizzo, MST January 2013 - Present
BNY Mellon September 2003 - Present
H&R Block January 2010 - April 2012
Wilmington Trust Company September 2000 - September 2003
Applegate & Associates April 2000 - April 2001
Applied Card Systems August 1999 - September 2000
Skills
Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Investments, Financial Statements, Account Reconciliation, Tax, Finance
Education
STRAYER UNIVERSITY 2007 — 2009
MS degree, Professional Accounting; Taxation
Goldey-Beacom College
Bachelor of Science, Accounting
State of Delaware February 2014 - Present
Vincent J. Edmund-Pizzo, MST January 2013 - Present
BNY Mellon September 2003 - Present
H&R Block January 2010 - April 2012
Wilmington Trust Company September 2000 - September 2003
Applegate & Associates April 2000 - April 2001
Applied Card Systems August 1999 - September 2000
Skills
Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Investments, Financial Statements, Account Reconciliation, Tax, Finance
Education
STRAYER UNIVERSITY 2007 — 2009
MS degree, Professional Accounting; Taxation
Goldey-Beacom College
Bachelor of Science, Accounting
John M. Roy's BNY Mellon Experience August 2013 - Present
Job Executive Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon 2008 - January 2013
BNY Mellon 2007 - 2008
The Bank of New York 2004 - 2007
The Bank of New York 2001 - 2004
Education
Georgetown University - The McDonough School of Business
MBA
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
BNY Mellon August 2013 - Present
BNY Mellon 2008 - January 2013
BNY Mellon 2007 - 2008
The Bank of New York 2004 - 2007
The Bank of New York 2001 - 2004
Education
Georgetown University - The McDonough School of Business
MBA
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Stephen C. Wooten's BNY Mellon Experience September 2013 - Present
Job Financial Analyst
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Towers Watson July 2012 - August 2012
Metropolitan Transit Authority May 2012 - June 2012
Cato Institute January 2012 - May 2012
Skills
Market Research, Microsoft Excel, Economics, Data Analysis, Financial Analysis, Politics, PowerPoint, Microsoft Word, Outlook, Presentations, Tax Policy, Foreign Policy, Microsoft Publisher, Minitab, OneNote, Visual Basic, Project Management, Events Coordination, Investment Banking, Research Analysis, Capital Budgeting, Client Presentation, Liquidity Risk, Interest Rate Risk..., Management Accounting, Quantitative Analytics, Asset Management, Liability Analysis, Systems Development..., Financial Risk..., Regulatory Compliance, Credit Analysis, Access, SharePoint Designer, Lync, Macros, Charts, Policy Analysis, Financial Modeling, Microsoft Office, Public Speaking, Research, Equity Research Analysis, Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor’s Degree, Business Administration, Majors in Finance and Accounting, Major GPA: 3.3/4.0, Cumulative GPA: 3.0/4.0
Trinity College, Oxford University 2011 — 2011
International Business and Strategic Management, 3.5
BNY Mellon September 2013 - Present
Towers Watson July 2012 - August 2012
Metropolitan Transit Authority May 2012 - June 2012
Cato Institute January 2012 - May 2012
Skills
Market Research, Microsoft Excel, Economics, Data Analysis, Financial Analysis, Politics, PowerPoint, Microsoft Word, Outlook, Presentations, Tax Policy, Foreign Policy, Microsoft Publisher, Minitab, OneNote, Visual Basic, Project Management, Events Coordination, Investment Banking, Research Analysis, Capital Budgeting, Client Presentation, Liquidity Risk, Interest Rate Risk..., Management Accounting, Quantitative Analytics, Asset Management, Liability Analysis, Systems Development..., Financial Risk..., Regulatory Compliance, Credit Analysis, Access, SharePoint Designer, Lync, Macros, Charts, Policy Analysis, Financial Modeling, Microsoft Office, Public Speaking, Research, Equity Research Analysis, Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor’s Degree, Business Administration, Majors in Finance and Accounting, Major GPA: 3.3/4.0, Cumulative GPA: 3.0/4.0
Trinity College, Oxford University 2011 — 2011
International Business and Strategic Management, 3.5
Renalyn Cortez's BNY Mellon Experience June 2007 - September 2008
Job Executive Assistant/Office Administrator/Human Resource
Industry Human Resources
Experience
Tradescape November 2013 - January 2015
American Business Bank October 2011 - July 2012
TV Pro Gear September 2008 - February 2010
BNY Mellon June 2007 - September 2008
KGV Investments 2002 - 2006
Skills
Personnel Management, New Hire Orientations, Recruiting, Career Counseling, Onboarding, Human Resources, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Interviews, Applicant Tracking..., HRIS, Employee Benefits, Employee Relations, PeopleSoft, Benefits Administration, Deferred Compensation, College Recruiting, Kronos, Background Checks, Performance Management, E-Learning, Mentoring, Leadership, Performance Appraisal, ADP Payroll, Temporary Placement, Talent Management, Payroll, FMLA, Sourcing, Staff Development, Resume Writing, Staffing Services, Leadership Development, Workers Compensation, Screening, Coaching, Executive Search, Hiring, Career Development, Office Management
Education
University of Phoenix 2010 — 2012
Bachelors in Science, Business Management and Human Resource Management
Glendale Community College 2003 — 2003
Architecture/Interior Design
Santa Monica College 2002 — 2003
Architecture/Interior Design
Fairfax High School 1999 — 2002
Diploma, Regular/General High School/Secondary Diploma Program
Tradescape November 2013 - January 2015
American Business Bank October 2011 - July 2012
TV Pro Gear September 2008 - February 2010
BNY Mellon June 2007 - September 2008
KGV Investments 2002 - 2006
Skills
Personnel Management, New Hire Orientations, Recruiting, Career Counseling, Onboarding, Human Resources, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Interviews, Applicant Tracking..., HRIS, Employee Benefits, Employee Relations, PeopleSoft, Benefits Administration, Deferred Compensation, College Recruiting, Kronos, Background Checks, Performance Management, E-Learning, Mentoring, Leadership, Performance Appraisal, ADP Payroll, Temporary Placement, Talent Management, Payroll, FMLA, Sourcing, Staff Development, Resume Writing, Staffing Services, Leadership Development, Workers Compensation, Screening, Coaching, Executive Search, Hiring, Career Development, Office Management
Education
University of Phoenix 2010 — 2012
Bachelors in Science, Business Management and Human Resource Management
Glendale Community College 2003 — 2003
Architecture/Interior Design
Santa Monica College 2002 — 2003
Architecture/Interior Design
Fairfax High School 1999 — 2002
Diploma, Regular/General High School/Secondary Diploma Program
Julia DeBonis's BNY Mellon Experience March 1986 - Present
Job Financial Reporting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 1986 - Present
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Finance, Cash Management, Bloomberg, Account Reconciliation, Financial Accounting, Financial Statements
Education
Goldey Beacom College 1983 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
BNY Mellon March 1986 - Present
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Finance, Cash Management, Bloomberg, Account Reconciliation, Financial Accounting, Financial Statements
Education
Goldey Beacom College 1983 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Libby Witherspoon's BNY Mellon Experience April 2007 - Present
Job Senior Director Team Leader at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2007 - Present
Northern Trust June 1991 - April 2007
Education
University of Miami 1992 — 1994
Master of Business Administration (MBA), Finance, General
Georgetown University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gulliver Schools
BNY Mellon April 2007 - Present
Northern Trust June 1991 - April 2007
Education
University of Miami 1992 — 1994
Master of Business Administration (MBA), Finance, General
Georgetown University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gulliver Schools
Michelle Wesley's BNY Mellon Experience 2009 - Present
Job Experienced Accountant
Industry Financial Services
Experience
BNY Mellon 2009 - Present
BNY Mellon 2007 - 2009
The Resurrection Center 2003 - 2007
GEO Specialty Chemicals 1999 - 2003
Hercules Incorporated 1994 - 1999
Hercules Incorporated 1990 - 1994
Hercules Incorporated 1988 - 1990
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Accounting, General Ledger, Financial Statements, Accruals, Cash Management, Financial Accounting
Education
Goldey Beacom College
Bachelor of Science (B.S.), Accounting
BNY Mellon 2009 - Present
BNY Mellon 2007 - 2009
The Resurrection Center 2003 - 2007
GEO Specialty Chemicals 1999 - 2003
Hercules Incorporated 1994 - 1999
Hercules Incorporated 1990 - 1994
Hercules Incorporated 1988 - 1990
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Accounting, General Ledger, Financial Statements, Accruals, Cash Management, Financial Accounting
Education
Goldey Beacom College
Bachelor of Science (B.S.), Accounting
Fatima Altaf's BNY Mellon Experience October 2012 - Present
Job Investment Accountant
Industry Higher Education
Experience
BNY Mellon October 2012 - Present
Skills
General Ledger, Fund Accounting, Internal Controls, Financial Analysis, Financial Reporting, Bloomberg, Auditing, Account Reconciliation, Financial Accounting, Accounting
Education
Goldey Beacom College 2005 — 2010
4years, Accounting
BNY Mellon October 2012 - Present
Skills
General Ledger, Fund Accounting, Internal Controls, Financial Analysis, Financial Reporting, Bloomberg, Auditing, Account Reconciliation, Financial Accounting, Accounting
Education
Goldey Beacom College 2005 — 2010
4years, Accounting
Bernardo Sanchez's BNY Mellon Experience 2013 - 2015
Job Master in Finance Candidate at Georgetown University
Industry Capital Markets
Experience
BNY Mellon 2013 - 2015
Copal Amba (a Moody’s subsidiary) 2012 - 2013
UniAmerica Brasil 2012 - 2012
Gerson Lehrman Group 2011 - 2012
Skills
Spanish, Brazilian Portuguese, Market Research, Analytical Skills, Latin America, Investments, Market Analysis, Financial Analysis, English, Accounting, Forecasting, Analysis, Economics, Finance, Business Strategy, Management, Investment Banking, Equities, Equity Research, Valuation, Bloomberg, Trading, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master's Degree, Finance - Executive Program
London School of Economics and Political Science 2011 — 2011
Summer Program, Accounting and Finance
The University of Texas at Austin 2008 — 2011
Bachelor of Arts (B.A.), Economics, Portuguese
BNY Mellon 2013 - 2015
Copal Amba (a Moody’s subsidiary) 2012 - 2013
UniAmerica Brasil 2012 - 2012
Gerson Lehrman Group 2011 - 2012
Skills
Spanish, Brazilian Portuguese, Market Research, Analytical Skills, Latin America, Investments, Market Analysis, Financial Analysis, English, Accounting, Forecasting, Analysis, Economics, Finance, Business Strategy, Management, Investment Banking, Equities, Equity Research, Valuation, Bloomberg, Trading, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master's Degree, Finance - Executive Program
London School of Economics and Political Science 2011 — 2011
Summer Program, Accounting and Finance
The University of Texas at Austin 2008 — 2011
Bachelor of Arts (B.A.), Economics, Portuguese
Jason Tusi's BNY Mellon Experience June 2012 - May 2013
Job at
Industry Financial Services
Experience
M&T Bank September 2015 - Present
M&T Bank May 2013 - September 2015
BNY Mellon June 2012 - May 2013
Education
Goldey Beacom College 2011 — 2012
Master of Business Administration (M.B.A.), Financial Management
Goldey Beacom College 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing
M&T Bank September 2015 - Present
M&T Bank May 2013 - September 2015
BNY Mellon June 2012 - May 2013
Education
Goldey Beacom College 2011 — 2012
Master of Business Administration (M.B.A.), Financial Management
Goldey Beacom College 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing
Louis Senat's BNY Mellon Experience July 2007 - November 2011
Job Accounting Professional
Industry Accounting
Experience
ParnerJD (BrownGreer PLC) May 2012 - Present
BNY Mellon July 2007 - November 2011
jp morgan chase 2005 - 2007
Skills
Bookkeeping, Journal Entries, Tax Returns, QuickBooks, General Ledger, Tax Preparation, Accounting, Account Reconciliation, Income Tax, Accounts Payable, Tax, Accounts Receivable, Fund Accounting
Education
Goldey-Beacom College 1999 — 2004
Bachelor of Science (BS), Accounting
ParnerJD (BrownGreer PLC) May 2012 - Present
BNY Mellon July 2007 - November 2011
jp morgan chase 2005 - 2007
Skills
Bookkeeping, Journal Entries, Tax Returns, QuickBooks, General Ledger, Tax Preparation, Accounting, Account Reconciliation, Income Tax, Accounts Payable, Tax, Accounts Receivable, Fund Accounting
Education
Goldey-Beacom College 1999 — 2004
Bachelor of Science (BS), Accounting
Jack Cortis's BNY Mellon Experience 1994 - 2010
Job Consultant at Consultant to businesses and nonprofit organizations
Industry Management Consulting
Experience
Consultant to businesses and non-profit organizations 2011 - Present
Electrical Supply of Santa Rosa 1989 - Present
BNY Mellon 1994 - 2010
Skills
Non-profits, Investments, Strategic Financial..., Strategic Planning, Financial Analysis, Economic Development, Fundraising, Strategic Partnerships, Strategy, Management Consulting, Financial Modeling, Nonprofits, Small Business
Education
Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Loyola University Maryland
B.S., Economics
Consultant to businesses and non-profit organizations 2011 - Present
Electrical Supply of Santa Rosa 1989 - Present
BNY Mellon 1994 - 2010
Skills
Non-profits, Investments, Strategic Financial..., Strategic Planning, Financial Analysis, Economic Development, Fundraising, Strategic Partnerships, Strategy, Management Consulting, Financial Modeling, Nonprofits, Small Business
Education
Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Loyola University Maryland
B.S., Economics
Matthew Gayle's BNY Mellon Experience 2003 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2003 - Present
Skills
Mutual Funds, Securities, Equities, Financial Services, Fixed Income, Bloomberg
Education
Goldey Beacom College
Master of Business Administration (MBA)
BNY Mellon 2003 - Present
Skills
Mutual Funds, Securities, Equities, Financial Services, Fixed Income, Bloomberg
Education
Goldey Beacom College
Master of Business Administration (MBA)
Barbara Scully-Farrer's BNY Mellon Experience January 2014 - August 2014
Job Supervisor Private Equity
Industry Financial Services
Experience
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics
Shun min Huang's BNY Mellon Experience June 2009 - September 2009
Job Student at Georgia Institute of Technology
Industry Financial Services
Experience
BNY Mellon June 2009 - September 2009
Skills
Bloomberg Terminal, Oracle Financial
Education
Georgia Tech 2010 — 2013
Bachelor of Science (BS), Finance, General
BNY Mellon June 2009 - September 2009
Skills
Bloomberg Terminal, Oracle Financial
Education
Georgia Tech 2010 — 2013
Bachelor of Science (BS), Finance, General
Cheryl Reber's BNY Mellon Experience September 1990 - Present
Job Investment Relations Rep at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 1990 - Present
Skills
Hedge funds, Mutual Funds, Customer Service
Education
Goldey-Beacom College 2004 — 2004
Brandywine High School 1990 — 1991
High School Dipolma
BNY Mellon September 1990 - Present
Skills
Hedge funds, Mutual Funds, Customer Service
Education
Goldey-Beacom College 2004 — 2004
Brandywine High School 1990 — 1991
High School Dipolma
Brian McGeough's BNY Mellon Experience August 2009 - September 2010
Job Equity Trade Support Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
BNY Mellon August 2009 - September 2010
BNY Mellon July 2006 - August 2009
Education
Gettysburg College 2001 — 2005
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Morgan Stanley September 2010 - Present
BNY Mellon August 2009 - September 2010
BNY Mellon July 2006 - August 2009
Education
Gettysburg College 2001 — 2005
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Fatima Altaf's BNY Mellon Experience October 2012 - Present
Job Investment accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
BNY Mellon October 2012 - Present
Goldey-Beacom College January 2005 - October 2012
Skills
Financial Reporting, Hedge Funds, Fund Accounting, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Bloomberg, Fixed Income, Fund Administration, Investments, Journal Entries, Cash Management, Accruals, Financial Statements
Education
Goldey-Beacom College 2005 — 2010
Accounting
BNY Mellon October 2012 - Present
BNY Mellon October 2012 - Present
Goldey-Beacom College January 2005 - October 2012
Skills
Financial Reporting, Hedge Funds, Fund Accounting, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Bloomberg, Fixed Income, Fund Administration, Investments, Journal Entries, Cash Management, Accruals, Financial Statements
Education
Goldey-Beacom College 2005 — 2010
Accounting
Katelyn Caso's BNY Mellon Experience April 2015 - Present
Job AIS Specialist Sr Fund of Funds Custody at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
BNY Mellon September 2013 - Present
Skills
Banking, Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Risk Management, Asset Management, Financial Analysis, Process Improvement, Derivatives, Microsoft Excel, Investments, Back Office, Finance, Customer Service, Alternative Investments, Hedge Funds
Education
Georgian Court University 2012 — 2014
Master of Business Administration (M.B.A.)
Georgian Court University
Bachelor of Science (BS)
BNY Mellon April 2015 - Present
BNY Mellon September 2013 - Present
Skills
Banking, Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Risk Management, Asset Management, Financial Analysis, Process Improvement, Derivatives, Microsoft Excel, Investments, Back Office, Finance, Customer Service, Alternative Investments, Hedge Funds
Education
Georgian Court University 2012 — 2014
Master of Business Administration (M.B.A.)
Georgian Court University
Bachelor of Science (BS)
Nonny Maseko's BNY Mellon Experience 2009 - Present
Job Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2009 - Present
PNC Global Investment Servicing 2007 - 2009
Education
Goldey Beacom College 2002 — 2006
Accounting
BNY Mellon 2009 - Present
PNC Global Investment Servicing 2007 - 2009
Education
Goldey Beacom College 2002 — 2006
Accounting
Sahar Shah's BNY Mellon Experience January 2013 - November 2014
Job Financial/Accounting Services Professional
Industry Accounting
Experience
BNY Mellon January 2013 - November 2014
Education
Goldey-Beacom College 2008 — 2012
Bachelor's degree, Accounting, 3.93 GPA
BNY Mellon January 2013 - November 2014
Education
Goldey-Beacom College 2008 — 2012
Bachelor's degree, Accounting, 3.93 GPA
Rachel Kamau's BNY Mellon Experience February 2008 - May 2013
Job Tax Analyst at Unemployed seeking working
Industry Financial Services
Experience
BNY Mellon February 2008 - May 2013
BNY Mellon June 2006 - February 2008
Skills
Federal & State Income..., Accounting, Tax, GAAP, Tax Returns, Tax Law, Account Reconciliation, Financial Reporting, Financial Accounting, General Ledger
Education
Goldey-Beacom College 2007 — 2011
Master's degree, Taxation
BNY Mellon February 2008 - May 2013
BNY Mellon June 2006 - February 2008
Skills
Federal & State Income..., Accounting, Tax, GAAP, Tax Returns, Tax Law, Account Reconciliation, Financial Reporting, Financial Accounting, General Ledger
Education
Goldey-Beacom College 2007 — 2011
Master's degree, Taxation
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