BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Top Tier Foreign Banking Organization July 2015 - Present
Compass Capital Advisors March 2003 - Present
BMO Financial Group June 2014 - May 2015
Knowledgent September 2013 - September 2014
Flowdec October 2012 - July 2014
BNY Mellon June 2011 - July 2012
KPMG Consulting December 2000 - February 2003
EJR Associates April 1997 - December 2000
Blackwater Capital Group February 1995 - March 1997
Reinoso & Company June 1991 - January 1995
Skills
Investment Banking, Management Consulting, Strategy, Financial Risk..., Revenue Enhancement, Software & Technology, Executive Management, Balanced Scorecard, Marketing Management, Culture Change, Organizational..., Business & Operating..., Financial Services, Enterprise Risk..., Banking, Business Development, Private Equity, Credit Risk, Leadership, Investments, Management
Education
Harvard Business School
New York University
FIT - State University of New York
Keller Williams Realty May 2013 - Present
H.J. Heinz Company September 2014 - June 2015
BNY Mellon March 2014 - August 2014
Comerica Bank September 2012 - December 2013
Solid Rock Debt Solutions April 2010 - August 2011
Livonia Community Recreation Center August 2004 - August 2009
Skills
SAP, Financial Analysis, JD Edwards, Microsoft Excel, AS400 Administration, Customer Service, Microsoft Office, Nonprofits, Budgets, Finance, Telephone Skills, Credit, PowerPoint, Microsoft Word, Public Speaking, Banking, Mortgage Banking, Real Estate, Bank Reconciliation, Research, Time Management, Data Analysis, Financial Reporting, Pivot Tables, V Lookups
Education
Grand Valley State University 2009 — 2012
B.B.A, Finance and Public and Nonprofit Administration; Budgeting and Finance focus
Schoolcraft Community College
MUFG March 2009 - Present
Wells Fargo June 2002 - March 2009
BNY Mellon June 2001 - June 2002
Bank of America August 1988 - May 2001
Skills
Banking, Cash Management, Treasury Management, ACH, Treasury Services, Payments, Electronic Payments, Payment Card Processing, Portfolio Management, Commercial Banking, Financial Services, Product Management, Internet Banking, Liquidity Management, Payment Systems, AML, Banking Relationships, Basel II, Business Analysis, Cards, Core Banking, Commercial Lending, Credit, Credit Cards, Credit Risk, Cross Selling, Debit Cards, Deposits, E-payments, Executive Management, Financial Institutions, Financial Risk, Financial Transactions, Investments, Loans, Merchant Services, Mobile Payments, Operational Risk, Operational Risk..., Private Banking, Relationship Management, Risk Management, Strategy, Treasury, Vendor Management, Small Business Lending, SWIFT payments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Corporate Finance
Grove City College 1983 — 1987
BA, Economics & English
BNY Mellon May 2011 - Present
Scott Township Pool May 2004 - August 2012
BNY Mellon May 2010 - August 2010
Skills
Process Improvement, Technical Writing, Training, Microsoft Excel, Spreadsheets, Analysis, Microsoft Office, Microsoft Word, Outlook, Pivot Tables, PowerPoint, Bloomberg Terminal, Editing, Lotus Notes, Accounting, Access, Teamwork, Economics, Customer Service
Education
Grove City College 2007 — 2011
Bachelor of Science (BS), Business Economics
Chartiers Valley High School 2003 — 2007
BNY Mellon June 2015 - Present
BNY Mellon October 2013 - June 2015
BNY Mellon February 2012 - September 2013
Parkvale Financial Corporation August 2009 - January 2012
KPMG June 2005 - August 2009
Ernst & Young March 1998 - June 2005
PNC Financial Services Group, Inc., Pittsburgh, Pennsylvania June 1995 - March 1998
F.N.B. Corporation September 1990 - June 1995
Education
Robert Morris University 1999 — 2001
MBA, Finance
Grove City College 1986 — 1990
Bachelor of Arts (B.A.), Accounting and Finance
CW Botanicals November 2014 - Present
LopeNation.com January 2014 - November 2014
BNY Mellon July 2013 - October 2013
The King's College (New York, NY) September 2012 - May 2013
Grand Canyon University July 2010 - August 2012
New Iron Media May 2008 - August 2008
Skills
Creative Media, Sports Writing, Editing, Blogging, Social Media, Social Media Marketing, Social Networking, Leadership, Event Planning, Marketing, Public Speaking, Time Management, Leadership Development, Strategy, Higher Education, Strategic Communications, Database Admin, Microsoft Office, Brand Developement
Education
Grand Canyon University 2011 — 2012
Master of Science, Leadership
Grove City College 2006 — 2010
B.A., Communication Studies
BNY Mellon August 2007 - Present
First National Bank of Pennsylvania May 2004 - August 2007
Henne Jewelers January 2007 - May 2007
Skills
Entrepreneurship, Foresight, Critical Thinking, Initiator, Flexibility, Adaptability, Work Well Independently, Resourceful in the..., Connecting People, Building Relationships, Fundraising, Self-motivated..., Onboarding, Oral & Written..., Project Planning, Presentation Development, Making Deadlines, Managing Deadlines, Meet Deadlines, Microsoft Office, Microsoft Excel, PowerPoint, Access, Microsoft Word, Outlook, Lotus Notes, Procedure Manuals, Bloomberg, DTC, Corporate Actions, Risk Management, Multi Tasking, Eye for Details, Project Management, Business Strategy
Education
Grove City College 2003 — 2007
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Harvard University January 2015 - Present
ADP July 2014 - August 2014
BNY Mellon December 2013 - June 2014
Wells Fargo Bank March 2011 - October 2011
Enterprise Products May 2008 - January 2010
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Variance Analysis, Budgets, Process Improvement, Analysis, Financial Statements, Invoicing, Cash Flow, Treasury Management, Managerial Finance, Banking, Cash Management, Financial Modeling, Strategic Financial..., Microsoft Excel, Finance, Financial Accounting, Journal Entries, GAAP, Management, Internal Audit
Education
Harvard University 2015 — 2017
Master's Degree, Business, Management, Marketing, and Related Support Services
University of Houston, C.T. Bauer College of Business 2004 — 2008
Bachelor’s Degree, Accounting and Finance
rankedHiRe April 2014 - Present
EmADgine July 2013 - April 2014
Nickelodeon March 2011 - July 2013
Entertainment Industry August 2007 - June 2013
Bank of America June 2006 - August 2006
BNY Mellon June 2004 - August 2004
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Millburn High School
Concierge Services Inc. August 2014 - Present
BNY Mellon June 2014 - Present
Green Mountain College September 2013 - May 2014
Green Mountain College May 2013 - May 2014
Green Mountain College September 2011 - May 2014
Skills
Research, Microsoft Office, Public Speaking, Social Networking, PowerPoint, Social Media, Recruiting, Higher Education, Community Outreach, Microsoft Excel, Admissions, Editing, Event Planning, Nonprofits, Teaching
Education
Green Mountain College 2010 — 2014
Bachelor's Degree, Sustainable Business Administration
Walpole High School 2008 — 2010
High School Diploma
Liberty Mutual Insurance June 2012 - Present
BNY Mellon May 2011 - August 2011
AmeriCU Credit Untion June 2010 - August 2010
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Economics
Rome Free Academy 2004 — 2008
BNY Mellon December 2014 - Present
BNY Mellon February 2014 - December 2014
911 Driving School-Kent November 2010 - September 2013
Skills
Customer Service, Social Media, Budgets, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Public Speaking, Teamwork, Training, Microsoft Office, Website Design, Crowdfunding, Microsoft Outlook, Sales, Outlook
Education
University of Washington 2012 — 2015
Bachelor's Degree, Business Administration-Finance
Green River Community College 2010 — 2012
Associate of Arts (A.A.), General Studies
HomeSmart Select / Rachael Richards Group December 2012 - Present
BNY Mellon 2011 - October 2012
BNY Mellon 2008 - 2011
US Airways 2007 - 2008
Vanguard 2006 - 2007
Education
Grand Canyon University 2008 — 2010
MBA, Leadership
University of Kansas 2002 — 2006
BS, Finance
Vicom Computer Services February 2015 - June 2015
Per Scholas February 2015 - April 2015
BNY Mellon 2008 - 2013
BNY Mellon 1999 - 2008
BNY Mellon 1987 - 1999
Teacher's Pension & Insurance Services 1985 - 1986
Freedom National Bank 1982 - 1985
Skills
Project Coordination, Project Management, Team Building, Leadership, Leadership Development, Productivity Improvement, Software Testing, Financial Reporting, Finance, Desktop Publishing, Training, Public Speaking, Teaching, Process Improvement, Management, Strategic Planning, Account Reconciliation, Microsoft Office, Analysis, Microsoft Excel, Access, PowerPoint, Customer Service, Outlook, Microsoft Word, Nonprofits, Research, Business Analysis, Event Planning, Community Outreach, Social Media, Social Networking, Accounting, MS Publisher, Remote Desktop, Remote Troubleshooting, Remote Access, Coaching, Student Counseling, Equities, Fixed Income
Education
Per Scholas 2014 — 2015
Comptia A+ and Network+ Certified, Information Technology
Hampton University 2002 — 2005
Bachelor's degree, Religious Studies, Cum Laude
Long Island University, C.W. Post Campus
Accounting and Finance
Sun Life Financial August 2014 - Present
Sun Life Financial June 2013 - August 2014
BNY Mellon November 2011 - May 2013
Skills
Finance, Financial Analysis, Microsoft Excel, Investments
Education
Isenberg School of Management, UMass Amherst 2008 — 2011
Harvard Extension School
Master's degree, Finance, General
TrueSense Marketing March 2014 - Present
TrueSense Marketing May 2013 - March 2014
University of Pittsburgh December 2012 - May 2013
BNY Mellon March 2012 - December 2012
Aflac June 2011 - February 2012
Skills
Customer Service, Organizational..., Close Attention to..., Creative Problem Solving, Technical Writing, Team-oriented, Organization &..., Time Management, Team Leadership, Event Planning, Critical Thinking, Marketing Communications, Teamwork
Education
Grove City College 2008 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics
BNY Mellon June 2015 - Present
Bloomberg LP August 2014 - Present
Tufts Financial Group September 2013 - Present
Tisch Library, Tufts University May 2014 - August 2014
Education
Tufts University 2013 — 2017
Bachelor's Degree, Mechanical Engineering, Minor in Finance
Harvard Business School
HBX CORe, Economics for Managers, Business Analytics, Financial Accounting
Dulwich College 2008 — 2013
High School, A-Levels - Maths, Statistics, Economics, Physics
Verizon Wireless August 2011 - July 2012
The Hartwood Restaurant February 2005 - August 2011
Grove City College January 2010 - May 2011
BNY Mellon May 2010 - August 2010
Grove City College September 2009 - December 2009
Education
Grove City College 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
Xerox Corp March 2011 - Present
BNY Mellon September 2010 - February 2011
MedTech Inc May 2010 - September 2010
Skills
ASP.NET, .NET, ASP.NET MVC, LINQ, C#, Microsoft SQL Server, XML, HTML, VB.NET, jQuery, JavaScript, AJAX, WCF, RESTful WebServices, Web Services, SQL, Unity, Entity Framework, C++, Scrum, windows azure, android development
Education
Syracuse University 2009 — 2011
Master of Science (MS), Computer Engineering, 3.44 /4.00
Gujarat University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science and Engineering, 3.97 / 4.00
JPMorgan Chase July 2013 - Present
Goldman Sachs June 2008 - June 2012
Goldman, Sachs & Co June 2008 - February 2012
HSBC August 2005 - May 2008
HSBC Bank August 2005 - May 2008
BNY Mellon November 2002 - January 2005
BANK OF NEW November 2002 - January 2005
J P MORGAN CHASE August 2000 - September 2002
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, FX Options, Options, Securities, Banking, Settlement, Process Improvement, Prime Brokerage, Commodity, Investment Management, Financial Services, Interest Rate Swaps, Credit, Currency, Auditing, Derivatives, Private Equity, Bilingual-English/Spanis...
Education
Harvard University 1999 — 2000
Tecnológico de Monterrey 1993 — 1998
BS, Accounting
Monterrey Institute of Technology and Higher Education, ITESM Mexico (Top Latin America University)
Bachelor of Business Administration, Accounting
Harvard University
Accenture September 2014 - Present
Student Consulting Group July 2013 - May 2014
Virtual Enterprises December 2009 - May 2014
Accenture May 2013 - August 2013
Alpha Kappa Psi, Psi Tau Chapter April 2012 - May 2013
Nedbank September 2012 - January 2013
Accenture May 2012 - August 2012
Target August 2010 - May 2012
BNY Mellon May 2011 - August 2011
Mobile Express Tutoring January 2009 - June 2009
Skills
Social Media, Microsoft Office, Social Networking, Leadership, Website Development, Microsoft Excel, Management Consulting, Team Management, Access, Databases, PowerPoint, Microsoft Word, Training, Team Building, Analysis, Management, Data Analysis, Research, Troubleshooting
Education
Howard University 2010 — 2014
BBA, Business- Information Systems, 3.48
Harvard Business School 2013 — 2013
Summer Venture in Management Program
Capco December 2014 - Present
J. Paul Getty Trust January 2012 - December 2014
BNY Mellon 2008 - 2012
Macerich July 2006 - February 2008
Skills
Asset Management, Alternative Investments, Financial Modeling, Investments, Equities, Fixed Income, Bloomberg, Securities, Hedge Funds, Asset Allocation
Education
University of California, Berkeley
Harvard University
BNY Mellon 2014 - 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Sales
Education
Hartwick College 2011 — 2015
Bachelor’s Degree, Economics & Business Administration Double Major Finance Minor, Economics 3.671 Business Administration 3.707 Finance 3.5
Discover Financial Services February 2015 - Present
BNY Mellon September 2014 - February 2015
Skills
Sports Management, Sports Marketing, Microsoft Excel, Finance, Business, Mathematics, Technical Writing, Microsoft Word, Communication, Teamwork, Leadership, Microsoft Office, PowerPoint, Public Speaking
Education
Gwynedd Mercy University 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon March 2014 - Present
BNY Mellon May 2008 - March 2014
BNY Mellon August 2005 - May 2008
Skills
Securities Lending, Global Custody, Fixed Income, Corporate Actions, Settlement, Fund Administration, Financial Services, Back Office, Securities, Derivatives, Mutual Funds, Equities, Hedge Funds, Bloomberg, Asset Management, Investments
Education
Harvard University 2001 — 2006
BA
Heidelberg Schiller International University 1999 — 2004
BA
Morgan Stanley 2015 - Present
BNY Mellon October 2013 - March 2015
Festival Spirits February 2013 - July 2013
Chesapeake Medical Staffing September 2012 - December 2012
Towson University July 2011 - January 2012
Saks Fifth Avenue November 2006 - August 2010
Skills
Communication, Technology, Microsoft Office, Microsoft Excel, Facebook, YouTube, Leadership, Hardwork, Athletics, Organization, Interpersonal Skill, Problem Solving, Fast-paced, Analytical Skills, Staffing Services, Warehousing, Retail, Customer Retention, Inventory Management, Human Resources, Training, Database Administration, Healthcare, Marketing
Education
Towson University 2010 — 2012
Bachelor's degree, Business Management
Harford Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
KPMG Advisory February 2011 - Present
BNY Mellon June 2007 - February 2010
The Bank of New York May 2006 - August 2006
Skills
Mutual Funds, Financial Modeling, Real Estate, Investments, Credit Risk, Underwriting
Education
Grove City College 2003 — 2007
B.S, Finance
BNY Mellon June 1978 - Present
Skills
IT Management, Software Project..., Program Management, IT Outsourcing, Application Development, IBM Mainframe, COBOL, CICS, DB2, Team Management, Management, Software Development
Education
Grove City College 1974 — 1978
BS, Mathematics
Grove City College 1974 — 1978
Bachelor's degree, Mathematics
Westinghouse Electric Company August 2014 - Present
Duquesne Light Company March 2012 - August 2014
BNY Mellon June 2008 - March 2012
Source Companies May 2007 - August 2007
Skills
Investments, Derivatives, Equities, Financial Analysis, Asset Management, Risk Management, Financial Risk, Banking, Financial Services, Project Management, Mergers & Acquisitions, Finance, Cash Management
Education
University of Pittsburgh, Katz Graduate School of Business 2009 — 2011
Master, Business Administration
Grove City College 2004 — 2008
Bachelor of Science, Finance
BNY Mellon February 2009 - Present
The Bank of New York Mellon June 2006 - February 2009
The Bank of New York June 2005 - June 2006
The Bank of New York May 2004 - June 2005
Skills
Trading, Derivatives, Money Market, Fixed Income, Securities, Liquidity, Funding, Equities, Hedge Funds, Mutual Funds, PMI, French, Digital Marketing, Capital Markets, Project Management, Liquidity Management, Financial Markets, Collateral Management, Innovation Development, Pivot Tables, Financial Services, Finance, Asset Management, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Grove City College 1999 — 2003
B.S, International Finance & French
Université de Nice-Sophia Antipolis 2002 — 2002
Certificat Pratique de Langue Francaise, French
Fidelity Investments July 2014 - Present
Fidelity Investments January 2008 - July 2014
BNY Mellon September 2006 - January 2008
Fidelity Investments May 2005 - September 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis, Change Management, SQL, Accounting, Business Strategy, Strategic Financial..., Process Improvement, Financial Modeling, Negotiation, Management, Analysis, Business Development, Leadership, Equities, Data Analysis, New Business Development, Sales, Marketing, Coaching, Capital Markets
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics and World Politics
BNY Mellon January 1998 - Present
Mellon Trust 1993 - December 1997
Boston Safe Deposit & Trust Company 1992 - 1993
Boston Safe Deposit & Trusts Company January 1985 - December 1992
Boston Safe Deposit & Trust Company November 1981 - December 1984
Skills
Chartered Financial..., Fixed Income, Equities, Bloomberg, Mutual Funds, Portfolio Management, Hedge Funds, Derivatives, Investments, Capital Markets, Asset Management, Alternative Investments, Series 7, Securities, Financial Modeling, Financial Markets, Asset Allocation, Financial Risk
Education
Grinnell College 1977 — 1981
Bachelor of Arts (BA), Economics
Anherst Regional High School 1974 — 1977
Industrial Economics November 2013 - Present
Hamilton College August 2012 - May 2013
Beverly Hospital June 2012 - July 2012
Lyons and Tzanoudakis, LLP May 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Stata, Tutoring, PowerPoint, Economics, Spanish-speaking, Spanish Literature, Microsoft Word, Microsoft Excel, Spanish, Research, Critical Thinking, Editing, Facebook, Public Speaking, Data Analysis, Literature, Macroeconomics, American History
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Economics, Hispanic Studies
BNY Mellon 2005 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Portfolio Management, Bloomberg, Investments, Valuation, Finance, Equities, Banking
Education
Suffolk University - Sawyer School of Management 2013 — 2017
Master of Science (M.S.), Finance, General
Greensboro College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
JP Morgan Chase July 2012 - Present
JPMorgan Chase October 2006 - July 2012
JPMorgan Chase July 2005 - October 2006
Integrated Media Concepts, Inc. September 2004 - February 2005
BNY Mellon January 2003 - July 2003
Skills
Business Analysis, Marketing Strategy, Analysis, Financial Analysis, Investments, Project Management, Finance, Leadership, Strategy, Microsoft Office, PowerPoint, Customer Service, Management, Corporate Finance, Credit Risk, Cross-functional Team..., Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2005
Master of Business Administration (M.B.A.), International Business
Grenoble Ecole de Management - Grenoble Graduate School of Business 2003 — 2004
Master's degree, International Business
University of Delaware 1995 — 1999
Bachelor's of Science, Consumer Economics
Vanguard September 2014 - Present
Charles Schwab May 2013 - August 2014
CarMax March 2011 - November 2011
TDW Distribution/LED Global March 2010 - March 2011
Southside Harley Davidson August 2009 - February 2010
BNY Mellon December 2000 - August 2007
Accountants on Call January 2000 - December 2000
Accountemps 1999 - 1999
Accountants on Call January 1998 - 1998
Myron Manufacturing 1992 - 1997
Skills
Customer Satisfaction, Customer Retention, Sales, Customer Service, Credit, Outside Sales, Retail, Call Center, Profit, Sales Process, Direct Sales, Cold Calling, Salesforce.com, Management, Marketing Strategy, Sales Management, Marketing, Call Centers, Budgets
Education
MMI - Motorcycle Mechainics Institute 2007 — 2009
Certificate, Harley Davidson Techician Specialist
Center for Media Arts 1985 — 1986
Certificate, Audiovisual Communications Technologies/Technicians
Hampton University
In Progresss, Business Law; Business Administration, PublicAdministration, English, Political Science
BNY Mellon 2014 - Present
Wells Fargo Merchant Services 2013 - 2014
Zenkus Consulting 2011 - 2013
Bloomberg 2008 - 2010
UBS Wealth Management 2006 - 2007
Freedom Investment Company (FIC) 2001 - 2006
Deutsche Bank 1999 - 2000
Multilateral Economic Negotiations Group 1992 - 1999
Skills
Cross-functional Team..., Financial Modeling, Strategic Planning, Business Strategy, Management Consulting, Analytics, Corporate FP&A, Business Development, Product Development, Program & Project..., Competitive Analysis, New Venture Development, Entrepreneurship, Business Transformation, Capital Markets, Enterprise Software, Segmentation, Risk Management, Lean, Agile & Six Sigma, Program Management, Mobile Strategy, Performance Metrics, Corporate Finance, Budgeting & Forecasting, Start-up Consulting, Equities, Finance, E-commerce, Strategic Roadmaps, Customer Experience..., Public Speaking, Internal Controls, Financial Statements, Accounting, Social Entrepreneurship
Education
Harvard University
APPAM/Sloan Fellow, Quantitative Analytics, Negotiations, Economic Analytics, Accounting, Presentations
Oberlin College
BA, Political Science, Courses in Micro/Macroeconomics, Economic Development, Foreign Policy, Political Science
University of California, Berkeley
Master's Degree, Management/Policy Analysis, Courses in Advanced Management, Finance, Quantitative Methods, Economic Analysis, Decision Analysis
BNY Mellon 2010 - Present
The Bank of New York Mellon 2000 - 2010
Banco Santander 1993 - 2000
ABN AMRO Bank N.V. 1992 - 1993
Skills
Banking, Fixed Income, Financial Services, Securities, Equities, Financial Markets, Derivatives, Capital Markets, Global Custody, Relationship Management, Asset Management, Back Office, Portfolio Management, FX Options, Investment Banking, Banca, Mercado de capitales, Servicios financieros
Education
Harvard Extension School 2015 — 2016
Strategic Management
American University of Paris 1988 — 1992
B.A. International Business Administration, Business/Managerial Economics
BNY Mellon July 2010 - Present
PNC Bank January 2006 - June 2010
Education
University of Pennsylvania 1980 — 1985
MSE, Computer Science
Guilford College 1971 — 1975
BS, Math & Computer Sciences
BNY Mellon June 1982 - December 2013
Skills
Technical Writing, Event Planning, Internal Communications, Compliance, Process Management, AML, Banking, CRM, Cash Management, Financial Institutions, Financial Services
Education
Thunderbird School of Global Management 1975 — 1976
Masters in International Management
Graceland University 1971 — 1974
BA, Economics
Boston Scientific May 2014 - December 2014
BNY Mellon 2009 - 2013
PNC 2000 - 2009
First Data Corporation 1999 - 2000
Xerox 1998 - 1999
SulAmérica 1986 - 1997
Skills
JCL, Visio, Endeavor, SDLC, IBM Mainframe, Business Analysis, Requirements Gathering, PMP, MVS, VSAM, IBM Utilities, TSO, DB2, Software Project..., Easytrieve, Project Management, Business Process, Fileaid, COBOL, Management, Business Intelligence, MS Project, Disaster Recovery, SQL, Process Improvement, Requirements Analysis, Program Management, IT Management
Education
Harvard Extension School 2015 — 2019
Master's degree, General Management
Faculdades Integradas Anglo-Americano
Bachelor's degree, Business Administration
Faculdades Integradas Anglo-Americano
Technical Degree, Computer Science
BNY Mellon December 2014 - Present
Interfraternity Council January 2013 - March 2014
5 Diamonds Consulting May 2013 - September 2013
Calavera Tequila & Empanadas Bar May 2013 - August 2013
Sigma Nu Fraternity November 2011 - May 2013
Bridgewater Marina and Boat Rentals June 2011 - August 2011
Skills
Business Innovation, Team Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Matlab, English, Event Planning, Windows, Mac OS, Statistics, Fundraising, Spanish, Leadership, Economics, Data Analysis, Social Networking
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts, Mathematical Economics and Spanish
New Forest April 2014 - Present
Bridgewater Associates 2013 - 2013
Barclays Capital 2012 - 2012
Vermilion Partners 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2008
BNY Mellon 2007 - 2007
LehmanBrown International 2006 - 2006
BizShanghai Magazine 2005 - 2005
House of Commons 2005 - 2005
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.) with Distinction
University of Oxford 2006 — 2009
BA Hons (First Class), Philosophy, Politics, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
Finance & Derivatives
HFF May 2015 - Present
Bank of America June 2013 - May 2015
GE June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
BNY Mellon June 2010 - August 2010
D.C. Capital June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Leadership, Economics, Team Leadership, Financial Analysis, Finance, Microsoft Word, Portfolio Management, Microsoft Office, College Basketball, Risk Management, Financial Modeling, Public Speaking, Management, Analysis, Research, Social Media, Time Management, Communication, Commercial Real Estate
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Economics, Dean's List.
Concord Academy 2005 — 2009
Roy and Associates, PC February 2008 - Present
BNY Mellon June 2007 - August 2007
Skills
Nonprofit Auditing, Governmental Auditing, Federal Single Auditing, Agreed Upon Procedures, Financial Statement..., Income Taxation for..., Accounting Consulting, Trust Accounting, Trust Taxation, Accounting Oversight..., Oversight of Tax,..., IT and Electronic..., CPA, Tax Preparation, Tax Accounting, Tax Returns, Government Accounting, Accounting, Tax, Auditing, Income Tax, Financial Statements, QuickBooks, Bookkeeping, Finance, Financial Accounting, GAAP, Financial Reporting, US GAAP, Corporate Tax, SEC filings, Small Business, Tax Research
Education
Seton Hill University 2004 — 2007
Bachelor of Science (BS), Accounting
Grove City College 2003 — 2004
Pershing, a BNY Mellon company February 2013 - Present
BNY Mellon January 2011 - Present
Vanguard January 2010 - January 2011
Hampton University September 2005 - December 2009
MetLife Financial Services 2009 - 2009
First Investors Corporation 2008 - 2009
Skills
Series 7, Investments, Finance, Management, Portfolio Management, Asset Management
Education
Hampton University 2005 — 2009
BS, Finance
Access Data, a Broadridge Company June 2011 - Present
BNY Mellon 2010 - 2011
BNY Mellon 2006 - 2010
Mellon Financial 2005 - 2006
Mellon Financial 2004 - 2005
Mellon Financial 2001 - 2004
Mellon Financial 1999 - 2001
Skills
Management, Leadership, Relationship Management, Business Analysis, Project Management, Finance, Marketing, Strategic Planning, Mutual Funds, Enterprise Software, Risk Management, Strategic Communications, Customer Experience
Education
Grove City College 1992 — 1996
BA, Psychology
Sinopec USA, Inc. January 2014 - Present
BNY Mellon August 2013 - January 2014
Ambit Energy June 2012 - May 2013
Industrial and Commercial Bank of China August 2010 - September 2010
Count on Us October 2009 - May 2010
Honeywell July 2009 - August 2009
Skills
Excel models, SQL, VBA, SAS E-Miner, PowerPoint, SharePoint, Piano Playing, Accounting, Security Analysis, Econometrics, Microeconomics, Trading, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Data Analysis
Education
The University of Texas at Dallas - School of Management 2011 — 2013
Master's degree, Finance, General, 3.7
University of Strathclyde 2009 — 2011
Bachelor of Arts (BA), Finance, General
Harbin Engineering University 2007 — 2009
Bachelor of Arts (BA), Finance, Marine Engineering
Verde Capital Corp 2011 - Present
Royal Bank of Scotland 2007 - 2011
Wells Fargo 2001 - 2007
BNY Mellon 1984 - 2000
Skills
Private Equity, Joint Ventures, Mezzanine, Corporate Finance, Capital Markets, Transaction Structuring, Project Finance, Client Development, Team Building, Regulatory Requirements, Syndications, REITs, Risk Management, Strategic Planning, Project Management, Start-ups, Real Estate Investment..., Real Estate Advisory..., Debt Restructuring, M&A Advisory Services, Tax Advisory, Real Estate Asset..., Pension Funds, Real Estate Valuation, Public Equity Offerings, Public Debt Offerings, Public-private..., Private Placements, Chief Investment Officer, Fund Manager, Corpora, Leveraged Finance
Education
Washington University in St. Louis
Master of Business Administration (MBA), Corporate Finance
The College of Wooster
Bachelor of Arts (BA), Economics / Urban Studies & Politcal Science
Harvard Business School Executive Education
Organizational Leadership and Strategy Program
Cambridge Associates LLC July 2015 - Present
State Street Investment Analytics 2008 - 2015
BNY Mellon 2005 - 2007
Russell/Mellon Analytical Services 1999 - 2005
Mellon Trust, Investment Information Services 1993 - 1998
The Boston Company Asset Management, LLC 1990 - 1993
Skills
Financial Services, Investments, •Improving Sales and..., •Generating Superior..., Management, Relationship Management, •Excellent public..., Leadership, Mutual Funds, Risk Management, CRM, Analytics, Sales, Equities, Asset Management, Financial Risk, •Advanced negotiation..., •Strategic Contract..., Executive Management, Mergers & Acquisitions, Capital Markets, Due Diligence, Mergers, Entrepreneurship, •Dynamic..., •Building High..., •Business Planning and..., •Merger Assimilation..., •Product Design to..., •New Product Launches..., •Budgeting and P&L...
Education
University of Maine 1982 — 1987
Bachelor’s Degree, English Literature
Waterville Senior High School 1979 — 1982
Boston Security Analysts Society
Harvard Law School
The Program on Negotiation
NJ Department of Children and Families June 2015 - Present
Mark Law Firm March 2015 - June 2015
Law Office of Miles S. Winder, III 2014 - February 2015
BNY Mellon January 1992 - May 2012
BNY Mellon January 2006 - January 2012
BNY Mellon January 2001 - January 2006
BNY Mellon January 1994 - January 2001
Allocations Group January 1993 - January 1994
Skills
Fund Administration, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Securities, Equities, Fund Accounting, Financial Services, Fund Of Funds, Middle Office, Valuation, Trading Systems, Commodity, Derivatives, Back Office, Bonds, Private Equity, Options, Mergers & Acquisitions, Capital Markets, FX Options, Asset Management, Trading, Mutual Funds, Portfolio Management, Investment Management
Education
Guilford College
RVCC
Associate of Arts and Sciences (A.A.S.), Paralegal Studies, 3.75
K&L Gates 2014 - 2015
BNY Mellon 2012 - 2014
Allied Barton November 2008 - March 2012
US Army September 2004 - November 2008
US Army 2003 - 2008
Skills
Microsoft Office, Outlook, Petroleum Geology, Tax Preparation, Microsoft Excel, Military, Customer Service, Team Leadership, Military Operations, First Aid, Analysis, Communication, Management, Leadership Development, Strategic Planning, Military Experience, Leadership, Time Management, Training, Financial Analysis, Research, PowerPoint
Education
Robert Morris University 2009 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Grossmont College 2003 — 2003
General Studies
BNY Mellon 1980 - 2015
Skills
Management, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
Master of Business Administration (M.B.A.), Finance, General
Hamilton College 1973 — 1977
Bachelor’s Degree, Economics, Philosophy
Kantar Retail July 2015 - Present
Kantar Retail July 2014 - July 2015
Kantar Retail June 2013 - July 2014
Hamilton College Financial Aid Office August 2011 - May 2013
Waterbury Symphony Orchestra June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Skills
French, SPSS, Microsoft Office, Statistics, Data Analysis, Data Entry, Public Speaking, Social Media, Microsoft Excel, Nonprofits, Economics, Microsoft Word, PowerPoint, Oracle, PL/SQL, Teaching, Analysis, Writing, Management, Research
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Fox Lane High School 2005 — 2009
Honors Diploma
Citizens Commercial Banking March 2015 - Present
Citizens Commercial Banking May 2014 - March 2015
Citizens Commercial Banking May 2012 - May 2014
BNY Mellon June 2010 - May 2012
Cushman & Wakefield January 2010 - May 2010
Skills
Sales, Cash Management, Salesforce.com, Banking, Networking, Sales Operations, Relationship Management
Education
University of New Hampshire 2006 — 2010
BBA, Finance, General
Westwood High School 2003 — 2006
Griffith College Dublin
Semester Abroad, International Business
State Street August 2015 - Present
BNY Mellon November 2007 - August 2015
HTH Worldwide November 2005 - August 2007
Skills
Insurance, Management, Marketing, New Business Development, Sales, Finance, Team Building, Disaster Recovery, Financial Services, Risk Management, Process Improvement, Project Management, Program Management, Relationship Management, Customer Service, Healthcare, Employee Benefits, Strategic Planning, Leadership, Business Analysis, Investments, Analysis, Asset Management, Microsoft Office
Education
Gwynedd Mercy University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Delaware County Community College 2014 — 2015
Associate of Science (A.S.), Health/Health Care Administration/Management
Temple University 2001 — 2005
B.A., Communications
C.D Princeton Nig Limited January 2014 - Present
Foodsuss September 2013 - Present
Zodin Technology August 2013 - November 2014
BNY Mellon July 2011 - September 2011
HMPlease.com January 2011 - April 2011
Skills
MySQL, HTML, JavaScript, Java, Android, Programming, HTML 5, PHP, C#, CSS, VB.NET, jQuery, AJAX, Eclipse, .NET, OOP, Scala, HTML5, Facebook API, Concurrent Programming, formal spefification, MVC Architecture, Net Beans IDE, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon SimpleDB (SDB), Google API, Node.js, webRTC
Education
Griffith College Dublin 2008 — 2012
Bsc(Hon), Computer science, 2.1
BNY Mellon September 2013 - September 2014
The Heshberger Financial Group 2013 - 2013
Peter M Kennedy Construction June 2011 - August 2012
Christian Camps and Conferences, Inc. May 2010 - August 2010
Lancaster Country Club May 2005 - August 2009
Skills
Microsoft Office, Microsoft Excel, Financial Reporting, Detailed Organization, Data Analysis, Team Leadership, Teamwork, Social Networking
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance
BNY Mellon July 2015 - Present
BNY Mellon September 2013 - July 2015
Xerox September 2012 - September 2013
Xerox December 2008 - September 2012
Amcom Office Systems May 2005 - November 2008
Skills
Managed Print Services, Customer Satisfaction, Service Delivery, Process Improvement, Account Management, Change Management, IT Management, Vendor Relationships, Customer Relations, Performance Management, Laser Printers, Xerox Printers, Multifunction Devices, Cross-functional..., Team Building, Team Management, Profit Margins, Microsoft Office, Project Management, P&L Responsibility, Customer Service, Leadership, Analysis, Operations Management
Education
Grove City College 2004 — 2008
B.S., Marketing Management
RJ Lee Group May 2010 - Present
BNY Mellon June 2000 - May 2010
Mellon Financial June 2000 - May 2010
Bank of New York Mellon June 2000 - May 2010
Skills
SDLC, SQL, Java Enterprise Edition, Java, Software Project..., Integration, Linux, HTML, Microsoft SQL Server, Agile Methodologies, XML, JavaScript, Spring
Education
Grove City College 1996 — 2000
BS, Business Computer Systems
Meadville High School 1993 — 1996
JPMorgan Chase & Co. January 2015 - Present
BNY Mellon December 2012 - January 2015
FineStationery.com September 2012 - November 2012
Prestige Travel Systems January 2012 - September 2012
Bank of America May 2011 - October 2011
Citi September 2009 - May 2011
Skills
Corporate Fraud..., Fraud Strategies, Fraud Detection, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Falcon, FDR, First Track, Lexis Nexis, Fraud, Investigation, Retail Banking, Anti Money Laundering, PowerPoint, Banking, Risk Management, Financial Risk, Financial Services, Finance, Outlook, Time Management, Credit Cards, Relationship Management, Credit, Financial Analysis
Education
Wilmington University 2014 — 2019
Bachelor of Science (B.S.), Criminal Justice
Harrisburg Area Community College 2005 — 2006
Chambersburg Area Senior High School
BNY Mellon 2013 - 2013
Fiserv 1995 - 2011
Nationar Information Services 1994 - 1995
IBM 1993 - 1994
Chase Manhattan Bank 1982 - 1993
Skills
Product Management, Business Analysis, Operations Management, Change Management, Customer Service, Leadership, Problem Solving, User Acceptance Testing, Strategy, Risk Management, Process Improvement, SDLC, Project Management, Banking, E-commerce, Vendor Management, Analysis, Management, Historic Preservation, Finance
Education
Harvard Business School 1980 — 1982
MBA, Emphasis on Operations and Accounting.
Yale University 1974 — 1978
BA, Economics
J.P. Morgan Asset Management July 2014 - Present
BNY Mellon June 2013 - August 2013
Wild Harbor Yacht Club June 2007 - August 2011
Education
Harvard University 2010 — 2014
Bachelor's degree, History
Hingham High School 2006 — 2010
High School Diploma
BNY Mellon April 2013 - Present
Paulson Consulting Corporation October 2009 - May 2013
Morgan Stanley June 2005 - November 2008
Deutsche Bank February 1999 - March 2005
Lehman Brothers 1992 - 1999
Morgan Stanley September 1983 - May 1992
Skills
Business Analysis, Project Management, Japanese, Chinese, Non-fiction, Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Hedge Funds, Financial Services, Bloomberg, Vendor Management, Management, Securities, Sybase, Finance, Requirements Gathering, Prime Brokerage, FX Options, Governance, Start-ups, Asset Management, Project Portfolio..., SDLC, PMO
Education
Harvard University 1982 — 1983
Post doctorate, Modern Chinese History
Stanford University 1975 — 1982
Ph.D., Chinese and Japanese Language and History
Washington University in St. Louis 1969 — 1973
A.B., History
Bayer HealthCare January 2011 - Present
Cheetah Technologies June 2009 - January 2011
Tollgrade Communications January 2005 - June 2009
Accipiter Systems January 2005 - September 2005
Pioneer Microsystems January 1998 - January 2005
BNY Mellon June 2003 - December 2004
Marconi Communications October 2000 - November 2002
Westinghouse Air Brake company / Wabtec December 1992 - October 2000
Integrated Engineering Resources March 1991 - December 1992
Computer Task Group January 1989 - January 1991
Skills
Software Development, Electrical Engineering, Firmware, Embedded Software, Software Design, Perl, Integration, C, TCP/IP, Electronics, Testing, Engineering, Embedded Systems, C++, Unix, Microcontrollers, Software Engineering
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2010
Masters
University of Pittsburgh 1991 — 1996
Master of Science
Grove City College 1984 — 1989
BSE
Bradford Area High School 1981 — 1984
BNYMellon January 2012 - Present
Effective Computing, Inc. June 1999 - March 2012
BNY Mellon 2005 - January 2012
Bank of New York Mellon 1999 - 2005
Genesis Development 1997 - 1999
Expersoft 1995 - 1997
Persistence Software 1994 - 1995
Informix 1991 - 1994
Skills
Java, Unix, Enterprise Software, Enterprise Architecture, Software Project..., Databases, SDLC, Requirements Gathering, Agile Methodologies, Java Enterprise Edition, Business Analysis, Solution Architecture, Distributed Systems, Software Development, Pre-sales, Architecture, SQL, C++, Software Design, Sybase, Architectures, SOA, Software Engineering, Open Source, Continuous Integration, JIRA, CaliberRM, Performance Engineering, Project Management, Project Planning
Education
Harvard University 1994 — 1994
NA
New York University 1993 — 1993
NA
University of Rochester 1986 — 1990
Bachelor's degree
John Galt Staffing June 2013 - Present
Regaalo, Inc August 2012 - May 2013
Xerox June 2011 - January 2013
BNY Mellon June 2010 - January 2011
PNC December 2009 - February 2010
Skills
Social Media, Microsoft Office, Sales, PowerPoint, Social Networking, Marketing, Time Management, Leadership, Public Speaking, Networking, Technical Recruiting, Recruiting
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor's of Science, Business Administration and Management, General
Griffith University 2012 — 2012
Bachelor's degree, Business/Corporate Communications
PNC April 2012 - Present
PNC - Consult USA August 2011 - April 2012
PNC Investments - Consult USA September 2010 - August 2011
BNY MELLON April 2009 - August 2009
BNY MELLON June 2008 - April 2009
BNY MELLON October 2006 - April 2008
ServiceLink March 2006 - October 2006
Nationwide Appraisal Services March 2005 - January 2006
GENERAL AMERICAN CORPORATION August 2004 - October 2004
HIGHMARK Blue Cross Blue Shield August 2000 - May 2004
Education
POINT PARK COLLEGE
Accounting
Grove City College 1981 — 1985
Bachelor of Arts (B.A.), Business Administration, Minor in Accounting
BNY Mellon March 2014 - Present
BNY Mellon July 2011 - March 2014
BNY Mellon July 2013 - December 2013
Staples July 2010 - June 2012
Skills
Account Reconciliation, Fund Accounting, Electronic Funds..., Digital Image Processing, Time Management, DDA compliance, Data Transmission, Transaction Processing, Train New Employees, Internal Communications, Microsoft Office, Global Business..., Check 21, French, Management
Education
University of Massachusetts at Lowell 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
CIB, International Business
Consulting Exploring Professional Opportunities 2014 - Present
BNY Mellon 2010 - 2014
PNC 1992 - 2010
Skills
Financial Services, Management, Risk Management, Program Management, Anti Money Laundering, Investments, Mutual Funds, Project Management, Legal Compliance, Cross-functional Team..., Leadership, Due Diligence, Securities, Clear, concise written..., Public Speaking, Collaboration and..., Leadership Development, Performance Management, Equities, Regulatory Analysis, Banking, Customer Service, Writing, Editing, Transfer Agency, Adult Education, Piano Education, Horsemanship, Process Improvement
Education
Temple University - James E. Beasley School of Law 1982 — 1985
Doctor of Law (J.D.), Emphasis on Corporate, Commercial and Business Law
Harvard University 1981 — 1981
Graduate Coursework, Civil Liberties, Graduate Coursework
William Penn College 1972 — 1976
Bachelor of Arts (B.A.), Major: Psychology and Human Relations Minor: Sociology
Wilmington Music School 1994 — 2007
Piano Study
Westminster Choir College of Rider University 2005 — 2010
Saturday Seminar Series, Piano Pedagogy
Delaware School of Music 2014 — 2015
Piano Study
BNY Mellon April 2008 - Present
State Street Corporation November 2007 - April 2008
Fidelity Investments April 2006 - October 2007
Pisces September 2000 - April 2002
Putnam Investments October 1999 - September 2000
Polaroid June 1998 - October 1999
IRIS Graphics, Inc. a Scitex Company February 1997 - June 1998
Skills
Human Resources, Onboarding, College Recruiting, Talent Acquisition, Applicant Tracking..., Taleo, Recruiting, Technical Recruiting, PeopleSoft, Talent Management, Sourcing, SDLC, Employee Relations, Behavioral Interviewing, Interviews, Internet Recruiting, Temporary Placement, Screening Resumes, Workforce Planning
Education
Harvard University
Graduate Certificate, Administration and Management/HR
University of Massachusetts, Amherst
Bachelor's Degree, Human Services
Fragasso Financial Advisors June 2015 - Present
BNY Mellon December 2011 - May 2015
BNY Mellon August 2010 - June 2012
Education
Grove City College 2006 — 2010
Bachelor's, Finance
State Street Corporation March 2011 - May 2014
State Street Corporation December 2007 - March 2011
BNY Mellon June 2006 - November 2007
Skills
Financial Analysis, Banking, Hedge Funds, Bloomberg, Mutual Funds, Accounting, Business Analysis, Microsoft Office, Data Analysis, Financial Reporting, Financial Modeling, Investments, Microsoft Excel, Financial Services, Account Management, Forecasting, Corporate Finance, Valuation, Fund Accounting, Finance, Analysis, Fixed Income, Fund Administration, Alternative Investments, Private Equity, Risk Management, Equities, Portfolio Management, Cash Management, Relationship Management, Credit, Asset Management, Credit Risk, Economics, Securities, Analytics, Account Reconciliation, Fund Of Funds, Financial Risk, Due Diligence, Financial Accounting, Strategy, Options, Corporate Actions, Management, Derivatives, US GAAP, Bloomberg Terminal, Global Custody, Accounts Payable
Education
Harvard University 2010 — 2014
Master of Liberal Arts in Management, Finance
University of Massachusetts Boston 2002 — 2006
Bachelors of Science in Management, Marketing
Malden High School 1998 — 2002
H.S Deploma
BNY Mellon 2015 - Present
BNY Mellon November 2012 - 2015
JPMorgan Chase 2012 - 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD 2009 - 2010
SAM Holding (Property) Co 2007 - 2009
China Life Insurance Co.Ltd October 2006 - November 2006
China Petroleum July 2005 - August 2005
Skills
Analysis, Finance, Risk Management, Management, Business Analysis, Corporate Finance, Portfolio Management, Budgets, Leadership, Strategic Planning, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Operations Management, Derivatives, FX Options, Fixed Income, Equities, Bloomberg
Education
Penn State University 2013 — 2015
Master of Business Administration (MBA), MBA
Harvard University 2011 — 2011
Management Behavior and Economics
Loughborough University 2005 — 2006
MA, Banking and Financial Markets
London South Bank University 2002 — 2005
BA (Hons), Accounting & Finance
The London School of Economics and Political Science (LSE)
BNY Mellon October 2011 - Present
Pershing LLC a BNY Mellon company 2005 - October 2011
Fidelity Investments 1996 - 2004
Lehman Brothers 1994 - 1996
Lehman Brothers January 1990 - December 1993
Education
University of Pennsylvania - The Wharton School 1973 — 1978
Bachelor's of Science in economics, economics
Harvard University
Executive Education, Business strategy with Michael Porter
BNY Mellon August 2014 - Present
BNY Mellon April 2013 - August 2014
McKeesport Area School District October 2012 - November 2012
North Allegheny School District August 2011 - June 2012
Mars Area School District August 2009 - June 2012
Pine-Richland School District August 2010 - June 2011
Kalispell Public Schools August 2005 - June 2009
Mellon Financial June 2003 - May 2004
Mellon Financial - New England April 2002 - June 2003
Dreyfus Investment Services Corporation May 2000 - April 2002
Skills
Language Teaching, Foreign Languages, Translation, German, Teaching, Tutoring, Linguistics, Curriculum Design, Intercultural..., Classroom, Literature, Curriculum Development, Lesson Planning, ACATS, Securities Lending, Corporate Actions
Education
University of Pittsburgh 2004 — 2005
MAT, Foreign Language
Hamilton College 1995 — 1999
B.A., German
BNY Mellon August 2014 - Present
BNY Mellon February 2011 - August 2014
Bank of New York Mellon August 2005 - February 2011
BNY Mellon Wealth Management August 2002 - August 2005
Skills
Financial Services, Relationship Management, Banking, Project Management, Product Management, Product Development, Product Marketing, Asset Management, Mutual Funds, Securities, Equities, Derivatives, Capital Markets, Credit, Bloomberg, Fund Accounting, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Portfolio Management
Education
Grove City College 1996 — 2000
BS Financial Management
Robert Morris University 2001 — 2003
Master of Business Administration (MBA)
US Department of the Treasury/Office of the Comptroller of the Currency June 2011 - Present
BNY Mellon 2008 - March 2011
HSBC Private Bank 2002 - 2008
JP Morgan Chase 1997 - 2002
Education
Gujarat University 1967 — 1971
BNY Mellon September 1997 - Present
BNY Mellon Wealth Management 1997 - Present
Skills
Alternative Investments, Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Wealth Management..., Strategic Planning, Securities, Financial Modeling, Management, Investment Management, Due Diligence, Fixed Income, Capital Markets
Education
Harvard University
BNY Mellon July 2013 - Present
BigO One Technologies September 2012 - January 2014
Barclays Capital May 2012 - July 2013
Goldman Sachs March 2010 - December 2012
UBS Investment Bank November 2006 - March 2010
Credit Suisse October 2005 - November 2006
Reval April 2004 - October 2005
West Corporation January 2003 - April 2004
University of North Texas January 2000 - January 2003
University of New Mexico August 1999 - December 1999
Skills
Technical Leadership, Global Collateral..., Capital Markets, Risk Management, Credit Risk, Settlement Risk (FX,..., Derivatives, Trading Systems, Java Enterprise Edition, Big Data, In-Memory Analytics, Cloud Computing, Agile Methodologies, Platform as a Service..., Multithreading, Python, High Availability, Scalability, Distributed Caching, Grid Computing, Functional Architecture, SOA, Object Oriented Design, Relational Databases, C++, Pricing, C#
Education
Harvard Business School 2012 — 2012
Management & Leadership - "Global Collaboration"
University of North Texas 2000 — 2002
MS, Computer Science - "Cryptography and Network Security"
University Of New Mexico, Albuquerque 1999 — 1999
MS, Mechanical - "Robotics Engineering"
Osmania University 1995 — 1999
BE, Production Engineering
Business Synergy Inc November 1999 - Present
Business Synergy Capital August 2014 - Present
New Usual Ltd April 2013 - Present
MIT Sloan School of Management September 2014 - November 2014
Insurance February 2014 - April 2014
BNY Mellon September 2013 - January 2014
Guaranty Trust Bank plc May 2005 - May 2013
CIO Nexus 2007 - 2013
Standard Trust Bank Plc (United Bank for Africa Plc) August 2004 - April 2005
Central Bank of Nigeria May 2004 - July 2004
Skills
Strategic Planning, Change Management, Management, Business Strategy, Business Planning, Project Planning, Health, Risk Management, CRM, Business Process, Leadership, Management Consulting, Strategy, Project Management, Start-ups, Business Intelligence, Telecommunications, Analysis, Disaster Recovery, Banking, Entrepreneurship, Mergers & Acquisitions, Succession Planning, IT Operations, IT Management, Finance, Business Analysis, Negotiation, Governance, Data Center, Business Development, Contract Negotiation, Financial Analysis, Budgets, Portfolio Management
Education
Massachusetts Institute of Technology 2013 — 2014
Master of Business Administration (M.B.A.), Sloan Fellows Program In Innovation and Global Leadership, 4.9 / 5.0
Harvard Business School 2014 — 2014
Corporate Strategy, Cross Registrant, January-May 2014, Resources, Scope and Organizational Design, Portfolio Mgt, Internal Innovation, Radical Trans, M&A
IMD (International Institute for Management Development) - Business Programs 2008 — 2008
Advanced Strategic Management
Obafemi Awolowo University 1983 — 1988
Bachelor of Science (B.Sc.), Computer Science and Economics
PNC April 2004 - Present
BNY Mellon June 1999 - April 2004
Skills
SQL, Software Development, Agile Methodologies, Microsoft SQL Server, SDLC, XML, PL/SQL, Data Warehousing, Unix, Software Project..., Oracle, Requirements Analysis, Business Intelligence, Business Analysis, Databases
Education
Grove City College 1995 — 1999
BS, Mathematics, Computer Science
GlobeOp Financial Services April 2003 - Present
UBS 2001 - 2003
BNY Mellon 1998 - 2001
Royce Investment Group 1997 - 1998
Skills
Fund Administration, Fund Accounting, Hedge Funds, Bloomberg, Equities, Fixed Income, Proficient in MS Word,..., Options, Alternative Investments, Financial Services, Derivatives, Investment Banking, Credit Derivatives, Capital Markets, Corporate Actions, Fund Of Funds, Valuation, Settlement, Bonds, Securities, CRM, Mutual Funds, FX Options, Financial Markets, Middle Office, Swaps, Trading, Asset Management, Prime Brokerage, Back Office, Collateral Management, Equity Derivatives, Hedging, Interest Rate..., Investments, Operational Risk, Portfolio Management, Structured Products, Trading Systems, Equity Trading, Investment Management, Market Risk, AML, Bloomberg Terminal, Commodity, Electronic Trading, Emerging Markets, Equity Research, Financial Risk, Investor Relations
Education
Hartwick College 1992 — 1996
BA, Business Management
IHS
BNY Mellon July 2010 - Present
PNC Financial Services Group September 2005 - July 2010
Skills
Enterprise Architecture, Cross-functional Team..., Process Improvement, Web Services, Web Hosting, Security, Cloud Computing, Distributed Systems, Load Balancing, DNS, SSL Certificates, LDAP, Linux, Solaris, Solution Architecture, Python, Bash, Weblogic, Websphere, Apache, Software Development, Subversion, F5 BigIP, Shared Services, ITIL, IT Management, IT Strategy, IT Operations, Divestitures, Integration, Middleware, SOA, JBoss, Management, Disaster Recovery, Infrastructure, SDLC, Business Continuity, Big Data, PMP, Project Portfolio..., Virtualization, Vendor Management, Unix, Software Project..., Requirements Gathering, Databases, Visio, JBoss Application Server
Education
Grove City College 1992 — 1996
BS
Grove City College 1992 — 1996
F.N.B. Corporation January 2015 - Present
BNY Mellon 2007 - 2014
Mellon Financial 2003 - 2007
Mellon Financial 2001 - 2003
Mellon Financial 2000 - 2001
Mellon Financial 1999 - 2000
Actium Inc. March 1998 - April 1999
Fiserv August 1993 - March 1998
Peoples Bank of Western PA June 1990 - August 1993
Skills
Program Management, Business Analysis, Vendor Management, Management, Risk Management, Securities, Microsoft Office, Customer Service, Project Management, Outsourcing, Process Improvement, SDLC, Financial Services, Strategy, Leadership, Change Management, IT Strategy, PMP, PMO, Business Process...
Education
Robert Morris University 1992 — 1995
Master of Business Administration (MBA)
Grove City College 1986 — 1990
BA, Finance
BNY Mellon July 1977 - January 2009
Skills
Requirements Analysis, Business Analysis, Business Process..., MVS, DB2, JCL, Business Requirements, Process Improvement, SDLC, COBOL, SQL, SAS programming
Education
Grove City College 1971 — 1975
BA, Mathematics
Coldwell Banker Real Estate May 2015 - Present
Fifth Third Bank June 2013 - September 2014
BNY Mellon September 2011 - September 2012
BNY Mellon July 2007 - September 2012
Mellon Financial Corporation April 1998 - July 2007
Mellon Financial Corporation September 1996 - April 1998
Skills
Financial Services, Treasury Management, Asset Managment, Banking, Cash Management, Payments, New Business Development, Strategy, Account Management, Sales Management, Corporate Finance, Credit, CRM, Portfolio Management, Commercial Banking, Management, Selling, Sales, Treasury, Risk Management, Treasury Services, Business Analysis, FX Options, Strategic Planning, Liquidity Management, Financial Analysis, Credit Risk, Credit Analysis, Alternative Investments, Financial Modeling, Strategic Financial..., Business Strategy, Financial Institutions, Fixed Income, Financial Risk, Securities, Finance, Capital Markets, Relationship Management, Wealth Management, Outsourcing, Commercial Lending, Operational Risk, Executive Management, Equities, Mergers & Acquisitions, Financial Markets, Funding, Investments, Hedge Funds
Education
Grove City College
BA, Business Administration
Robert Morris University
MSBA, Business and Finance
JPMorgan Chase September 2011 - Present
BNY Mellon April 2007 - April 2012
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Investment Banking, Trading Systems, Structured Products, Equity Derivatives, Portfolio Management, Trading, Market Risk, Options, Financial Markets, Quantitative Finance, FX Options, Risk Management, Credit Derivatives, Financial Modeling, Valuation, Swaps, Interest Rate...
Education
Harvard University
PhD, Physics
National Taiwan University
BNY Mellon January 2015 - Present
BNY Mellon August 2011 - January 2015
BNY Mellon June 2010 - August 2011
BNY Mellon February 2008 - June 2010
BNY Investment Center, Inc. September 2006 - February 2008
Skills
Series 7, Series 24, Series 63, Series 4, Series 53, Foreign Exchange, Wealth Management, Treasury Services, Management
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
New Jersey Institute of Technology 1984 — 1989
BS, Chemical Engineering
Harvard Business School
Executive Training
BNY Mellon 2013 - 2014
GE 2002 - 2012
General Motors 1996 - 2002
DMB&B and Leo Burnett 1983 - 1996
D.C. Heath; David R. Godine; Houghton Mifflin; WGBH Public TV 1975 - 1981
Skills
Integrated Marketing, Digital Marketing, Marketing Strategy, Advertising, Digital Strategy, Marketing Communications, Online Advertising, Global Marketing, Product Marketing, Corporate Branding, Segmentation, Competitive Analysis, Digital Media, Creative Direction, Brand Management, Strategy, Marketing, B2B, Brand Architecture, Sponsorship, Mobile Marketing, Brand Development, Strategic Planning, Direct Marketing, Management, Customer Insight, Leadership, Strategic Partnerships, Interactive Marketing, Account Management, Media Planning, Marketing Management, Online Marketing, Email Marketing, Lead Generation
Education
Harvard University
A.B.
Yale University - Yale School of Management
MBA
BNY Mellon August 2015 - Present
CrunchTime! February 2014 - July 2015
Cognizant Technology Solutions May 2012 - February 2014
Tata Consultancy Services May 2011 - 2012
GE Healthcare February 2011 - April 2011
STATS LLC September 2010 - December 2010
SAR Enterprise June 2006 - January 2010
Skills
RMAN, Oracle, Oracle Applications, Streams, Oracle RAC, Linux, Performance Tuning, SQL Tuning, PL/SQL, Database Administration, Data Guard, Data Migration, Data Warehousing, Unix Shell Scripting, Oracle E-Business Suite, Unix, Databases, Shell Scripting, SQL
Education
Oracle University 2008 — 2008
OCP, Oracle Database administration
Gujarat University 2000 — 2004
Bachelor Of Commerce, Accounting
BNY Mellon December 2014 - Present
BNY Mellon September 2012 - December 2014
Law Offices of Stern, Miller, and Higdon February 2012 - May 2012
Thomson Reuters October 2007 - January 2010
Wilma's House Childcare February 2001 - October 2007
Liberty Tax Service January 2007 - April 2007
Skills
Tax, Account Reconciliation, Analysis, Tax Law, Accounting, Income Tax, Cost Accounting, Bookkeeping, Tax Returns, Tax Accounting, GAAP, Financial Reporting, Sarbanes-Oxley Act, Fixed Assets, Tax Research, Corporate Tax, Financial Analysis, Tax Preparation, High Net Worth..., Bank Reconciliation, Accruals, Great Plains Software, OneSource, Financial Services, Financial Accounting, QuickBooks
Education
University of Phoenix 2010 — 2012
Accountancy, Accounting
Governors State University 2005 — 2007
Bachelors, Accounting
HACC November 2012 - Present
Public Financial Management August 2011 - November 2012
AgChoice Farm Credit, ACA December 2010 - July 2011
Susquehanna Valley Federal Credit Union March 2009 - December 2010
BNY Mellon August 2003 - August 2007
PNC Bank July 2002 - July 2003
Electronic Data Systems March 1998 - July 2000
Skills
Customer Service, Banking, Leadership, Retail Banking, Financial Services, Management, Public Speaking
Education
Central Pennsylvania College 2010 — 2012
Bachelor of Science (BS), Business Administration
HACC, Central Pennsylvania's Community College 2005 — 2007
Associates, Biology
JPMorgan Chase 2014 - Present
JP Morgan Chase 2011 - 2013
Next Jump 2010 - April 2011
BNY Mellon 2005 - 2010
Willkie Farr & Gallagher LLP 2000 - 2005
Skills
Litigation, Mortgage Banking, Corporate Governance, Corporate Law, Legal Research, Mortgage Servicing, Legal Writing, Commercial Litigation
Education
Harvard Law School 1997 — 2000
J.D.
Yale University 1991 — 1995
B.A., History
Cardinal Spellman
Vanguard November 2011 - Present
BNY Mellon September 2005 - November 2011
Education
University of Delaware 2003 — 2005
Master, Accounting
Guangdong University of Foreign Studies 1986 — 1990
BA, International Business
BNY Mellon March 2009 - Present
BNY Mellon December 2006 - March 2009
Independence Blue Cross September 2005 - December 2006
Lancaster General Hospital September 2001 - June 2005
Lancaster General Hospital May 1985 - August 1989
Skills
Process Improvement, Leadership, Product Management, Strategy, Vendor Management, Integration, Management, Project Management, Risk Management, Project Planning, Business Requirements, Financial Services, Product Development, Program Management, New Business Development, SDLC, Business Analysis, Cross-functional Team..., Relationship Management, Team Building
Education
LaSalle University 2007 — 2011
Master of Business Administration (M.B.A.), Management
Immaculata University 2000 — 2001
Bachelor's Degree, Nursing
Gwynedd Mercy University 1983 — 1985
Associate's Degree, Cardiopulmonary Technology/Technologist
BNY Mellon December 2014 - Present
State Street Bank July 2012 - Present
State Street Bank September 2010 - July 2012
BNY Mellon June 2000 - August 2009
Skills
Fixed Income, Equities, Mutual Funds, Securities, Asset Management, Banking, Business Analysis, Risk Management, Financial Services, Bloomberg
Education
Guru Nanak Dev University
Commerce
BNY Mellon June 2013 - July 2014
U.S. Census Bureau March 2010 - August 2010
Education
University of Scranton 2011 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management, General
Hartwick College 2007 — 2009
Linedata January 2015 - Present
Linedata November 2013 - December 2014
Target September 2011 - October 2013
BNY Mellon February 2011 - June 2011
Bethany Baptist Church June 2008 - February 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning
Education
University of Washington 2009 — 2011
Bachelor of Arts (BA), Business - Finance Concentration
Green River Community College 2009 — 2009
Santander US 2012 - Present
BNY Mellon 1999 - 2011
Education
Harvard University
Master of Liberal Arts, Management
BNY Mellon November 2005 - Present
Morrison & Foerster LLP February 2003 - October 2005
Simpson Thacher & Bartlett LLP October 2001 - January 2003
Honorable William H. Walls, U.S.D.J. August 2000 - August 2001
Simpson Thacher & Bartlett LLP September 1998 - July 2000
Skills
Fraud, FCPA, Internal Investigations, AML, OFAC, White Collar Criminal..., Litigation, Financial Regulation, Securities, Corporate Governance, Anti-corruption
Education
Harvard Law School 1995 — 1998
Doctor of Law (J.D.), Cum Laude
Cornell University 1991 — 1995
Bachelor of Science (B.S.)
BNY Mellon
Skills
Banking, Finance, Corporate Finance, Wealth Management, Commercial Banking, Capital Markets, Bloomberg, Credit, Credit Analysis, Credit Risk, Equities, Financial Analysis, Financial Modeling, Financial Services, Relationship Management
Education
Hamilton College 2005 — 2009
B.A., Economics
Seeking New Opportunities 2012 - Present
BNY Mellon 2010 - 2012
BNY Mellon 2006 - 2010
BNY Mellon 2002 - 2006
BNY Mellon 2001 - 2002
BNY Mellon 1999 - 2001
BNY Mellon 1997 - 1999
Skills
Chartered Financial..., Maintaining Strong..., Internal Control..., Microsoft Excel, Defined Contribution, Plan Conversions, Account Reconciliation, Mutual Funds, Separately Managed..., Networking, Financial Markets, PowerPoint, Rebalancing, Risk Management, CRM, Financial Services
Education
Harvard University
Bachelor of Arts (BA), Applied Mathematics-Economics
TD Wealth Management November 2013 - Present
BNY Mellon May 2010 - October 2013
AllianceBernstein August 2008 - May 2010
Cross Pond Solutions January 2005 - July 2008
Bowne Global Solutions January 2001 - September 2005
RR Donnelley January 1994 - December 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Management, Risk Management
Education
Harvard Business School 2000 — 2000
AMP Certification, International Business
St. John's University, New York 1974 — 1975
Master of Arts (M.A.)
LeMoyne College, Syracuse 1969 — 1973
Bachelor of Arts (B.A.)
BNY Mellon February 2011 - Present
Skills
Financial Analysis, Leadership, Business Analysis, Business Process..., Management, Process Improvement, Product Management, Project Management, Securities
Education
Grove City College 1993 — 1997
Bachelor of Science (BS), Accounting
BNY Mellon June 2013 - December 2013
Federal Aviation Administration October 2012 - February 2013
BNY Mellon March 2012 - October 2012
University of Washington August 2011 - March 2012
Education
Western Washington University 2014 — 2016
Computer Science
Green River Community College 2010 — 2011
Associate of Science (A.S.), Aviation
University of Washington 2004 — 2009
Bachelor of Arts (B.A.), Mathematics
Ayco Company, L.P. August 1979 - Present
Ayco Company L.P., a Goldman Sachs & Co. company August 1979 - Present
BNY Mellon May 1984 - December 1984
Skills
Investments, Private Equity, Hedge Funds, Securities, Strategic Financial..., Asset Management, Equities, Alternative Investments, Mutual Funds, Investment Advisory, Financial Analysis, Portfolio Management, Fixed Income, Wealth Management..., Due Diligence, Mergers & Acquisitions, Tax, Wealth, Financial Planning
Education
Albany Law School of Union University 1976 — 1979
Juris Doctorate, Tax Law/Taxation
Grove City College 1972 — 1976
Bachelor's degree, European History
PNC Investments November 2014 - Present
BNY Mellon February 2014 - November 2014
Computershare/BNY Mellon January 2011 - 2013
BNY Mellon August 2008 - December 2010
Skills
Financial Services, Finance, Accounting, Business Process..., Supervisory Experience, Securities/Trading..., Client Service, Internal / External..., Process Improvement, Project Management, Training / Development, Research & Analysis, Quality Control, Team Building, Auditing, Microsoft Office, Series 99
Education
Grove City College 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Robert Morris University 2010 — 2012
Master of Business Administration (MBA)
BNY Mellon December 2008 - December 2012
BNY Mellon October 2004 - December 2008
Skills
Financial Accounting, Corporate Finance, Account Reconciliation, Bank Reconciliation, PeopleSoft, PowerPoint, Access, Outlook, Business Analysis, Financial Reporting, Mathematical Analysis, Financial Analysis, Accounting, General Ledger, Process Improvement
Education
Mohawk Valley Community College 2009 — 2014
Associate of Arts and Sciences (AAS), Accounting
Hamilton College 1996 — 1999
Bachelor of Arts (B.A.), Mathematics
BNY Mellon September 2008 - Present
Various Temp Agencies September 2007 - August 2008
Northwestern Mutual June 2006 - August 2007
Skills
Financial Reporting, Finance, Sales, Sales Management, Strategic Financial..., Communication, Communication Skills, Financial Analysis, Access, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Humor
Education
Grove City College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
BNY Mellon 2013 - Present
BNY Mellon 2010 - 2013
BNY Mellon 2009 - 2010
Skills
Process Efficiency, Management, Problem Solving, Know Your Customer, Anti Money Laundering, Compliance, Continuous Process..., Cross-cultural..., Communication, Employee Training, Microsoft Excel
Education
Grove City College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy; Minor in Physics