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
Middlebury College 2014 - Present
Faith P James September 2010 - 2014
BNY Mellon 2006 - 2010
Excel Academy Charter School 2003 - 2005
Palmer & Dodge LLP 2001 - 2003
Putney Student Travel 2001 - 2002
Green Mountain Prevention Projects January 1994 - January 1997
Skills
Nonprofits, Fundraising, Strategic Planning, Volunteer Management, Philanthropy, Community Outreach, Alumni Relations, Event Management, Annual Giving, Grant Administration, Operations Management, Corporate Social..., Corporate Communications, Workshop Facilitation, Program Management, Grant Writing, Program Evaluation, Education Policy, Research, Marketing Communications, Office Management, Microsoft Office, Editing, Grants
Education
Harvard University Graduate School of Education 2005 — 2006
M.Ed., Policy and Management
Middlebury College 1997 — 2001
B.A., International Studies
Instituto Internacional, Madrid 1999 — 2000
Spanish language, art, history
BlackRock January 2015 - Present
BlackRock September 2012 - December 2014
BNY Mellon May 2011 - June 2012
VITA January 2011 - April 2011
Skills
PowerPoint, Access, Microsoft Word, Microsoft Excel, SQL, Outlook, Time Management, QMF, VBA, Strategic Planning, Financial Reporting, Accounting, Analysis, Databases, Financial Analysis, Financial Modeling, Teamwork
Education
University of Washington 2009 — 2012
Bachelors of Business Administration, Accounting & Applied Computing
Highline College 2007 — 2009
Associate of Arts, Business
Deutsche Bank Securities June 2014 - Present
BNY Mellon September 2007 - March 2014
Citco Fund Services 2006 - 2007
Citi September 1995 - September 2006
Prudential Financial September 1985 - September 1995
Skills
Extensive knowledge of..., 25 years+ successful..., Financial Reporting, Financial Analysis, Fund Accounting, Mutual Funds, Hedge Funds, Tax, Fund Administration, Accounting, Administration, Asset Management, Bloomberg, Equities, Securities, Fixed Income, Financial Services, Derivatives, Investments
Education
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
FICO September 2014 - Present
SAP December 2012 - August 2014
BNY Mellon April 2012 - December 2012
Waterfall April 2011 - April 2012
Selling As A Science May 2009 - April 2012
Forza March 2009 - March 2011
Mission Playground May 2008 - May 2009
Newell Rubbermaid May 2007 - May 2008
Skills
Business, Business Development, Business Strategy, Technology, Consulting, Financial Modeling, Financial Analysis, Foreign Exchange, Digital Marketing, Social Media, Mobile Marketing, Start-ups, Entrepreneurship, SaaS, Salesforce.com, Strategic Partnerships, Enterprise Software, Marketing, Leadership, Business Planning, Management, Sales, New Business Development
Education
Villanova University 2012 — 2013
MBA, Finance
Haslam College of Business at the University of Tennessee
Finance, International Business
Università degli Studi di Urbino 'Carlo Bo'
Italian Language and Literature
BNY Mellon October 2006 - Present
JPMorgan Chase March 2000 - September 2006
Skills
Financial Services, Capital Markets, Federal Government, Government Contracting, Contract Negotiation, Government Bonds, Government Loans, Debentures, Conflict Management, Conflict Resolution, Management, Performance Management, Operations Management, Relationship Management, Program Management, Project Management, Transition Management, Leadership Development, Cross-functional Team..., Business Acumen, Business Strategy, Business Transition, New Business Development, General Ledger, G/L Reconciliations, Cash Management, Account Reconciliation, Fedwire, ACH, Customer Service, Document Management, Custodial Services, KPI Dashboards, SBA, SBA 504, Loans, Loan Origination, Loan Servicing, Economic Development, Disaster Recovery, Functional Testing, UAT coordination, SDLC, JIRA, AML, KYC, Business Travel, Public Speaking, Breakout Sessions, Microsoft Office
Education
Hofstra University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
The Bank of Nova Scotia 2007 - Present
BNY Mellon September 2005 - April 2007
JPMorgan Chase February 2003 - September 2005
Education
Houston Baptist University - College of Business and Economics 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of Houston 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Cognizant April 2015 - Present
Cognizant Technology Solutions June 2013 - April 2015
Cognizant Technology Solutions September 2013 - December 2013
BNY Mellon May 2011 - May 2013
Skills
Aspiring CPA, Communication, COSO ERM, COSO Framework, Microsoft Office, Microsoft Project, Business Analysis, Key Account Management, Business Intelligence, QuickBooks, Teamwork, SQL, Photoshop, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Project Management, MS Project, Accounting, Leadership, Financial Analysis, Public Speaking, Access, Strategic Planning
Education
Texas A&M University - Mays Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.) in Accounting, Minor in Communication
Houston Community College 2008 — 2010
Associate of Arts (A.A.) in Business
BNY Mellon January 2015 - Present
MBSC Securities Corp., BNY Mellon August 2012 - January 2015
Dreyfus 1987 - 2012
Skills
Securities, FINRA, KYC, Series 7, Mutual Funds, Equities, Series 63, Asset Managment, Investments, Securities Regulation, Due Diligence, Risk Management, Investment Advisory, Series 24, Call Center..., Management, Qualified Retirement..., Project Management, Client Correspondence, Asset Allocation, Wealth Management
Education
Hofstra University
Shell Trading May 2014 - Present
BNY Mellon October 2013 - May 2014
Mobilelink April 2013 - September 2013
Skills
Finance, Analysis, Microsoft Excel, Access, Financial Modeling, Credit, Sales & Use Tax, Multi-State Sales Tax
Education
Houston Baptist University
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon June 2014 - Present
Academy Sports + Outdoors June 2013 - August 2013
Atlas Diamond, Inc. August 2008 - December 2012
Skills
SDLC, Agile Methodologies, C#, JavaSE, C++, ASP.NET Web API, ASP.NET MVC, ASP.NET Web Form, JavaScript, AngularJS, jQuery, HTML5, HTML, CSS, Bootstrap, FluentValidation, jQuery UI, Microsoft SQL Server, LINQ, SQL, T-SQL, ADO.NET, Entity Framework, Oracle PL/SQL..., DBLC, JSON, XML, Version Control, Git, Network Infrastructure, UML Tools, Microsoft Office, QuickBooks, Inventory Management, Payroll Services, Decision Support, Ruby, Ruby on Rails, Flash Animation
Education
University of Houston 2012 — 2014
Bachelor of Science (BS), Computer Information Systems
Houston Community College 2008 — 2012
Associate of Arts (A.A.), Business
BNY Mellon November 1994 - Present
Bank of New York Mellon 1994 - Present
Grumman Data Systems 1986 - 1994
Metropolitan Life 1982 - 1986
Skills
Securities, Derivatives, Fixed Income, Microsoft Excel, DB2, Business Analysis, Microsoft SQL Server, Fund Accounting, Financial Services, Equities, Banking, Portfolio Management, Business Continuity, Global Custody, SDLC, Microsoft Word, COBOL, Mainframe, CICS, JCL, Information Security, SQL, Middle Office, Financial Reporting, XML, ETFs, Hedge Funds, Bloomberg, Alternative Investments, IT Risk Management, Asset Management, Fund Administration, Mutual Funds, Corporate Trust, Securities Lending, Transfer Agency, Corporate Actions, Capital Markets, Collateral Management, Business Requirements, CDO
Education
Hofstra University 1977 — 1981
BA, Communications, English
Royal Bank of Scotland May 2014 - Present
Royal Bank of Scotland April 2013 - May 2014
Diageo December 2012 - April 2013
BNY Mellon June 2012 - October 2012
Credit Suisse May 2011 - May 2012
UBS Investment Bank November 2010 - April 2011
Thomson Reuters April 2010 - November 2010
AIG June 2009 - March 2010
Merrill Lynch June 2005 - January 2009
JPMorgan Chase November 2001 - June 2005
Skills
VBA, Credit Derivatives, Business Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Market Data, Requirements Analysis, C#, Equity Derivatives, Data Warehousing, FX Options, Bloomberg, Options, Financial Markets, Capital Markets, Interest Rate..., Valuation, Financial Risk, Agile Methodologies, Bonds, Middle Office, Portfolio Management, Swaps, SDLC, Market Risk, Low Latency, Trading, Investment Banking, Hedge Funds, Testing, PMO, Prime Brokerage, Electronic Trading, Management, Reference Data, Back Office, Sybase, Financial Services, Strategy, Emerging Markets, Data Migration, Requirements Gathering, User Acceptance Testing, Business Requirements, Data Analysis, Infrastructure, Service Delivery, Risk Management
Education
Hofstra University 1990 — 1994
Bachelor of Science (BSc)
G.W. Hewlett High 1986 — 1990
PNC Investments September 2003 - Present
New Jersey Redevelopment Authority 1997 - 2003
PNC Bank 1996 - 1997
Harris Chemical Company 1995 - 1996
BNY Mellon 1988 - 1995
Skills
Program Management, Public Speaking, Strategic Planning, Strategic Communications, Leadership Development, Leadership, Strategy, Organizational..., Budgets, Social Media, Coaching, Executive Management, Credit, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investments, Banking, Series 63, Series 7
Education
Harvard University, John F. Kennedy School of Government
Senior Executive Program, Leadership for the 21st Century
Fairleigh Dickinson University-Florham Campus
Banking Program
North Carolina Central University
Bachelor’s Degree, Business and Finance
BNY Mellon January 2015 - Present
Office of US Senator Kay R. Hagan September 2013 - December 2013
High Point University Survey Research Center September 2012 - March 2013
Skills
Microsoft Office, Adobe Photoshop, Customer Service, PowerPoint, Retail, Microsoft Excel, Social Media, Facebook, Merchandising, Microsoft Word, Time Management, Sales, Social Networking, Inventory Management, Teamwork
Education
High Point University 2010 — 2014
Bachelor's Degree, Political Science
BNY Mellon April 2013 - Present
BNY Mellon February 1993 - March 2013
Skills
Data Entry, Management, Banking, Outlook, Time Management, Microsoft Word, PowerPoint, Finance, Accounting, Fixed Income, Credit, Financial Reporting, Risk Management, Securities
Education
Houston Community College 1980 — 1982
Associate's degree, Business/Commerce, General, 80
DIstrict 30 August 2013 - Present
Mathnasium - The Math Learning Center September 2012 - July 2013
BNY Mellon May 2012 - August 2012
BNY Mellon May 2011 - August 2011
Skills
Microsoft Office, Smartboard, Curriculum Design, Teaching, Higher Education, Statistics, Tutoring, Data Analysis, Research, Curriculum Development, PowerPoint, Public Speaking, Calculus, Instructional Design, Matlab
Education
Hofstra University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Raich Ende Malter & Co., LLP October 2013 - Present
BNY Mellon June 2011 - January 2012
Skills
Leadership, Critical Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Time Management, Diligent, Multi Tasking, Customer Service, Financial Reporting, Accounting, Bookkeeping, Tax Preparation, Financial Analysis
Education
Hofstra University 2012 — 2013
Master's degree, Taxation
Hofstra University 2009 — 2012
Bachelor's degree, Accounting
First Eagle Investment Management July 2001 - Present
BNY Mellon June 1999 - July 2001
Skills
Hedge Funds, Mutual Funds, Series 7, Asset Managment, Fixed Income, Alternative Investments, Equities, Investment Advisory, Investments, Private Equity, Trading, Series 63, Bloomberg, Derivatives, Portfolio Management, Series 27, Investment Strategies, Asset Allocation, Asset Management
Education
St. John's University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting
Hofstra University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
BNY Mellon Senior AssociateT. Rowe PriceAugust 2013 - August 2015
High Point University October 2010 - May 2013
High Point University 2009 - May 2013
T. Rowe Price May 2012 - August 2012
Laureate Education June 2011 - August 2011
Laureate Education May 2010 - August 2010
Target July 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Research, Teamwork, Accounting, Public Speaking, QuickBooks
Education
High Point University 2009 — 2013
Accounting
Baltimore Lutheran High School 2005 — 2009
Diploma
Marco Polo New World November 2013 - Present
Juniper Networks June 2012 - April 2013
BNY Mellon 2001 - June 2012
BNY Mellon 2000 - 2001
Globix Corporation 1999 - 2000
Deutsche Bank 1997 - 1999
Paine Webber (Kidder Peabody) 1994 - 1997
Skills
Cisco Technologies, Network Engineering, Network Architecture, Network Design, Innovative Thinking, Technical Leadership, Project Management, Strategic Planning, Strategic Thinking, Network Feasibility..., TCP/IP, Network Security, Cisco CCNA, Juniper JNCIA, Cisco IOS, Cisco Routing and..., Checkpoint Firewall, VPN, Layer 3, Layer 2, OSPF, BGP, MPLS, Sonet, DWDM, Optical Infrastructure, Technical Presentations, Verbal and Written..., Encryption, Data Center..., Cabling Infrastructure, High Availability, Technical Documentation, Vendor Management, RFP preparation, Supplier Negotiations, Network Laboratory...
Education
Fordham University
MBA, Finance
Hofstra University
BS, Computer Science
Adecco Staffing, USA June 2008 - August 2014
dELiA*s October 2007 - April 2008
BNY Mellon January 2007 - September 2007
Loews Cineplex Entertainment June 1998 - November 2006
Skills
Accounting, Forecasting, Account Reconciliation, Budgets, Financial Analysis, Financial Reporting, Fixed Asset Management, Escheatment, Accruals, Supervising, Coaching, General Ledger, Oracle, PeopleSoft, Journal Entries, Managing Accounts
Education
Hofstra University 1995 — 1995
Bachelor's degree, Accounting
The Ohio State University - The Max M. Fisher College of Business 1989 — 1994
BSBA, Marketing and Transportation and Logistics
Conservis January 2015 - Present
Aquent April 2013 - January 2015
Kick It Event Management 2007 - 2015
Shape.Net Software December 2003 - April 2013
BNY Mellon March 2001 - March 2005
BNY Mellon June 1998 - March 2001
COR Management Services LTD October 1997 - June 1998
USDA September 1996 - October 1997
Utah State University December 1994 - June 1996
Skills
Sales, PCI DSS, Product Management, Databases, Security, Windows, Application Architecture, Microsoft SQL Server, SQL, Scalability, Troubleshooting, Java, Technical Support, Windows Server, JSP, C#, Adobe Creative Suite, ASP.NET, NAnt, Ant, IIS, Social Media Marketing, Digital Marketing, Logo Design, Volunteer Management, Event Management, Project Management, Software Project..., Software Development, VB.NET, Subversion, XML, J2EE Application..., Weblogic, JUnit, UML, RUP Methodologies, CSS, Unix, Integration, Tomcat, HTML, Enterprise Architecture, Spring, Java Enterprise Edition
Education
Utah State University 1993 — 1996
MS, Plant Science (Crop Physiology), 3.8 GPA
Hope College 1988 — 1992
Bachelor of Arts (B.A.), Chemistry, 3.54 GPA
Glens Falls National Bank & Trust Co. September 2009 - May 2014
Td Banknorth April 2005 - September 2009
BNY Mellon July 1997 - November 2004
Skills
Portfolio Management, Investment Management, Asset Management, Investments, Mutual Funds, Wealth Management, Investment Strategies, Securities, Investment Advisory, Capital Markets, Bonds
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, Economics, International Business
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Premier Plus Services, LLC January 2015 - Present
Polymath Technologies February 2013 - Present
BNY Mellon August 2012 - December 2012
utica city school district 2009 - 2011
Skills
Porter’s Six Forces..., SWOT analysis, Boston Group Model..., Competitive..., Value Chain Analysis, Research, Financial Economics, Management, Strategic Planning, Leadership, PowerPoint, Analysis, Sales
Education
Hodges University 2010 — 2011
Master of Business Administration (M.B.A.), Economics, 3.6
Utica College 2005 — 2009
Bachelor of Arts (BA), Economics, 3.9
PNC June 2014 - Present
BNY Mellon January 2012 - June 2014
PNC Wealth Management April 2008 - December 2012
PNC May 2006 - April 2008
Skills
Wealth Management, Asset Allocation, Wealth Management..., Mutual Funds, Institutional..., Stock Market, Account Management, Charitable Trusts, Trust Management, Alternative Investments, Investments, Asset Management, High Net Worth..., Financial Services
Education
Robert Morris University 2009 — 2011
Master of Business Administration (MBA)
Houghton College 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
HSBC October 2013 - Present
BNY Mellon 2008 - October 2013
Dreyfus October 2006 - June 2008
Skills
Series 6, Series 7, Series 63, Series 65, Insurance, Sales, Mutual Funds, Relationship Management, Asset Allocation, Data Analysis, Risk Management, Investment Strategies, Business Analysis, Market Analysis
Education
Hofstra University 2012 — 2014
Master of Business Administration (M.B.A.), Executive Management
SUNY Albany 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
BNY Mellon 2012 - Present
Four Corners Capital Management/Macquarie Funds Group 2001 - 2011
The Yucaipa Companies 1995 - 2000
Bankers Trust 1993 - 1995
U.S. Marine Corps 1989 - 1992
Bankers Trust 1986 - 1989
Education
The University of Chicago 1984 — 1986
MBA, Finance
Hofstra University 1982 — 1984
BBA, Finance
University of Michigan
Ice Theatre of New York May 2012 - Present
West 54-55 Street Block Association July 2007 - Present
Ice Theatre of New York July 2003 - May 2012
IPC Systems, Inc. November 2009 - April 2010
BNY Mellon March 1999 - October 2009
The Bank of New York March 1995 - February 1999
The Bank of New York March 1990 - February 1995
Manufacturers Hanover Trust September 1976 - February 1990
Hollins University Alumnae Association--Roanoke, VA September 1981 - August 1984
Skills
Securities, Relationship Management, Financial Analysis, Management, Leadership, CRM, Credit Analysis, Training, Credit, Cash Management, Business Analysis, Sales, Customer Satisfaction, Fluent in French, Financial Services, Investments
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Finance and Banking
Credit Training Program at Manufacturers Hanover Trust 1977 — 1979
Promoted to Officer---Assistant Secretary, Financial Statement Analysis
Hollins University 1972 — 1976
B.A., Cum Laude, French
Université Paris Sorbonne (Paris IV) 1974 — 1975
Certificat Pratique de Langue Francaise-1er degre, French Language
Wardlaw Hartridge School 1967 — 1972
Edison, N.J., College Preparatory High School
Kimberly.Gilgeours@gmail.com April 2014 - Present
BNY Mellon January 2010 - March 2014
Bank of New York Mellon September 2006 - December 2009
BNY Mellon September 2000 - September 2006
The Bank of New York August 1992 - September 2000
Union Bank of Switzerland October 1988 - November 1991
Skills
SDLC, Risk Management, PMP, Information Technology, Management, Resource Management, Integration, Outsourcing, Project Management, Business Analysis, Process Improvement, IT Strategy, Project Portfolio..., Vendor Management, PMO, IT Management, Compliance, Training, Team Building, Change Management, Incident Management, Collaborative Leadership, Communication Skills, Operating Budgets, Financial Analysis, Forecasting
Education
Hofstra University
Certificate, Health Care Technology
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business management
Nassau Community College 1982 — 1985
Associate of Science (A.S.), Computer Science
Hofstra University August 2015 - Present
Hofstra University September 2009 - August 2015
The Training Center for Early Childhood Professionals July 2004 - September 2009
TLC Day Care April 2002 - June 2004
BNY Mellon May 1999 - April 2002
Cowen and Company 1998 - 1999
Gruntal & Co. August 1997 - April 1998
Dean Witter Reynolds Inc. 1995 - 1997
J.P. Morgan July 1992 - July 1995
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Editing, Marketing, Outlook, Adobe Acrobat, Administrative..., Microsoft Word, Microsoft Excel, Leadership, Creative Writing
Education
Hofstra University 2010 — 2019
Fine Arts, Design
The Wood School 1991 — 1992
Cooperative Secretarial Program
Martin Luther High School
BNY Mellon February 2015 - Present
The Aeon Multi-Opportunity Fund May 2014 - September 2014
Alethia Partners, LLC May 2013 - September 2013
Janney Montgomery Scott LLC July 2013 - August 2013
Eventide Grille June 2013 - August 2013
Sallee Tee's Grille May 2012 - August 2012
Navesink Marina May 2006 - September 2011
Skills
Microsoft Office..., Microsoft Excel, Management, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Social Media, Boating Safety..., Business Ethics, Valuation, Employee Training, Market Research, Bloomberg, Social Networking, Fundraising
Education
Ithaca College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, GPA 3.68
High Point University 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, GPA 3.75
BNY Mellon September 2012 - Present
BNY Mellon October 2010 - Present
BNY Mellon December 1992 - October 2010
Chemical Bank April 1988 - December 1992
EAB (European American Bank) 1987 - 1988
Skills
ETFs, Funding, Strategic Planning, Marketing Strategy, Mutual Funds, Corporate Branding, Brand Communication, Online Communications, Integrated Marketing, Financial Services, Cross-functional Team..., Marketing, Product Management, Strategy, Portfolio Management, New Business Development, Marketing Management, Brand Management, Team Building, Business Strategy, Banking, Leadership, Relationship Management, Program Management, Hedge Funds, Brand Development, Advertising, Business Planning, Risk Management, Budgets, Finance, Executive Management, Corporate Communications, Sales, Investments, Equities, Series 7, Financial Markets, Asset Management, Alternative Investments, Bloomberg, Securities, Investor Relations, Credit, Investment Banking, Emerging Markets, Global Custody, Investment Management, Fixed Income, Asset Allocation
Education
Hofstra University 1984 — 1987
MBA, Marketing
Hofstra University 1977 — 1981
BBA, Marketing
HEINEKEN Americas April 2014 - Present
Heineken September 2010 - April 2014
BNY Mellon November 2007 - September 2010
Lloyds TSB March 2006 - November 2007
HBOS May 2000 - March 2006
Skills
Talent Management, Organizational Learning, Learning Management..., Action Learning, Executive Coaching, Executive Development, Strategic HR, Organizational..., Organizational..., Organizational Design, Change Management, Culture Change, Performance Management, High Performance Teams, Leading Development..., High Performance..., Psychometrics, NLP, MBTI, Employee Engagement, Leadership Development, Management Development, HR Transformation, Succession Planning, HR Consulting, 360 Feedback, Employer Branding, Career Development, Workforce Planning, Onboarding, Emotional Intelligence, Career Management, Learning Management, Stakeholder Management, Performance Improvement, Management, Personnel Management, Leadership, Coaching
Education
Heriot-Watt University
MSc, Human Resources Management
BNY Mellon Global Liquidity Services June 2013 - Present
BNY Mellon June 2012 - August 2012
BNY Mellon June 2011 - August 2011
BNY Mellon June 2010 - August 2010
BNY Mellon June 2009 - August 2009
Peapack-Gladstone Bank June 2008 - August 2008
Skills
Leadership, Research, Teamwork, Management, Analysis, Banking, Accounting, Marketing, PowerPoint, Time Management, Microsoft Excel
Education
High Point University 2009 — 2013
Bachelor of Science (BS), Business Administration
Retired December 2013 - Present
August Wilson Center for African American Culture April 2013 - November 2013
BNY Mellon July 1987 - December 2011
August Wilson Center 2002 - June 2010
Multicultural Arts Initiative 1988 - 2008
Dreyfus Corporation 2001 - 2007
United Way of Allegheny County 2003 - 2005
Skills
Philanthropy, Marketing Strategy, Fundraising, Social Media, Strategic Planning, Public Speaking, Research, Customer Service, Community Outreach, Event Planning, Financial Services, Fixed Income, Non-profits, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Leadership Development, Nonprofits, Project Planning, Program Management, Entrepreneurship, Leadership, Management, Administration, Staff Development, Marketing Communications, Time Management, Marketing, Media Relations, Data Analysis, Business Development, Social Media Marketing, Training, Budgets, Project Management, Organizational..., Community Development, Event Management, Change Management, Strategy, Analysis, Public Relations, Coaching, Team Building, Volunteer Management, Outlook, Program Development, Government, Small Business
Education
Harvard University
Bachelor's Degree
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
BNY Mellon September 2014 - Present
BNY Mellon April 2012 - August 2014
DB Advisors September 2006 - March 2012
Deutsche Asset Management (Asia) Limited January 2009 - February 2009
Deutsche Saat Veredelung AG (DSV) January 2006 - July 2006
Volksbank Lippstadt e.G. August 2003 - January 2006
Skills
Asset Managment, Investments, Banking, Business Strategy, CRM
Education
Frankfurt School of Finance & Management 2010 — 2011
Master of Finance, Finance, General, Master of Science
Frankfurt School of Finance & Management 2006 — 2010
Bachelor, Economics, Finance
Hawaii Pacific University 2008 — 2008
Economics, Finance, Marketing
Womens Bond Club of New York October 2014 - Present
Broadridge December 2006 - June 2013
Broadridge Financial Solutions - ADP Brokerage December 2006 - June 2013
First Data Corporation June 1994 - December 2006
BNY Mellon August 1987 - June 1994
Skills
Financial Services, Payments, Strategic Sales, Mutual Funds, Product Development, Product Management, New Business Development, Marketing Strategy, P&L Responsibility, Diversity & Inclusion, B2B, Key Account Management, Vendor Management, P&L Management, Credit Cards, Portfolio Management, Executive Management, Business Development, Relationship Management, CRM, Leadership, Sales Management, Business Analysis, Wealth Management, Securities, Fixed Income, Back Office, Mergers & Acquisitions, Sales, Strategy, Series 7, Capital Markets, Process Improvement, Competitive Analysis, Business Planning, Equities, Risk Management, Program Management, Management, Go-to-market Strategy, Strategic Financial..., Banking, Marketing, Investments, Strategic Partnerships, Product Launch, Enterprise Software, Financial Markets, Finance, Budgets
Education
Hofstra University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
University of Pennsylvania - The Wharton School
BNY Mellon September 2014 - Present
BNY Mellon August 2011 - August 2014
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics; Language Citation in Chinese (Mandarin)
Shrewsbury School 2002 — 2007
A-Levels: Mathematics, Spanish, Biology, Chemistry (AS)
Prudential Financial May 2015 - Present
Citigroup July 2012 - May 2015
Citigroup March 2010 - July 2012
BNY Mellon May 2009 - August 2009
Skills
Trading, Equities, Fixed Income, Derivatives, Bonds, Interest Rate Swaps, Bloomberg, Options, Hedge Funds, Financial Analysis, Asset Management, Business Development, Risk Management, Interest Rate..., Interest Rate Hedging, Financial Markets, Swaps, Rates, Swaptions, Pricing Analysis, PnL Management, Market Analysis, Total Return Swaps, Capital Markets, Investments, Financial Modeling, Securities, Interest Rates, US Treasuries
Education
Hofstra University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics
Ronin Investment LLC June 2014 - Present
BNY Mellon February 2014 - June 2014
KeyBank June 2011 - June 2012
Highline Community College February 2009 - February 2010
Asia Auto Wrecking August 2004 - June 2009
Skills
stocks, stock options, Investors, Investments, undervalued stocks, Communication, Management, Team Building, Negotiation, Business Development, Access, Finance, Equities, Portfolio Management, Trading, Valuation, Financial Modeling, Banking, Asset Management, CRM, Business Planning
Education
University of Washington 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Highline Community College 2008 — 2011
Associates of Business, Finance
Federal Way High School
High School Diploma
Barclays September 2013 - Present
BNY Mellon 1999 - September 2013
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
Annenberg School of Communications University of Pennsylvania
Bachelor of Arts (BA), Communications
Hofstra University
Master of Business Administration (MBA), Banking and Finance
Department of Veterans Affairs December 2013 - Present
U.S. Department of Labor/Occupational Safety and Health Administration September 2011 - December 2013
U.S. Department of Labor/Office of Federal Contract Compliance Program November 2004 - September 2011
Robert Half International October 1998 - October 2008
BNY Mellon January 2007 - December 2007
Skills
Administrative..., Data Entry, Filing, Outlook, Westlaw, Legal Writing, Policy, Confidentiality, Accounts Payable, Access, Travel Arrangements, QuickBooks, Employee Relations, Legal Research, Online Research, PowerPoint, Database Administration, Time Management, Microsoft Excel, Process Scheduler, Office Management, Freedom of Information..., Office Administration, Spreadsheets, Telephone Skills, Administration, Calendaring, Microsoft Office, Customer Service
Education
University of Phoenix 2010 — 2013
Bachelor of Science, Business Administration and Management, General, 3.6
Highline Community College 2002 — 2004
Paralegal, Law, 3.5
Ann Aboulafia P.C. CPA 2009 - 2011
International Fund Services (NA) LLC, A State Street Company 2008 - 2009
BNY Mellon 2004 - 2008
KPMG 2003 - 2004
J.T. Shulman P.C. CPA's 2001 - 2003
BDO USA, LLP 2000 - 2001
Goldstein Golub Kessler LLP 1998 - 2000
Michael & Adest CPA's PC 1989 - 1998
Skills
Accounting, CPA, Financial Statements, Financial Reporting, Tax, Hedge Funds, Auditing, Alternative Investments, Finance, Financial Services, Tax Preparation, Account Reconciliation, Investments, Financial Audits, Private Equity
Education
Hofstra University
Russell Investments November 2013 - Present
Russell Investments August 2013 - October 2013
BNY Mellon October 2012 - May 2013
Center for Leadership and Social Responsibility January 2012 - October 2012
Macy's February 2010 - June 2010
Macy's October 2009 - February 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Research, Team Leadership, Windows, Economics, Leadership, Financial Analysis, Finance, Human Resources, Accounting, Data Analysis
Education
University of Washington Tacoma 2011 — 2013
Bachelor of Arts in Business Administration (B.B.A.), Finance
Highline Community College 2010 — 2011
Associate in Business
UBS Wealth Management April 2015 - Present
Citi October 2014 - February 2015
Deutsche Bank June 2014 - October 2014
JPMorgan Chase October 2011 - May 2013
BNY Mellon January 2006 - April 2010
The Bank of New York Mellon April 1999 - January 2006
US Bank July 1997 - April 1999
JP Morgan Chase September 1992 - June 1997
United States Air Force January 1990 - January 1995
US Trust Company January 1986 - September 1992
Skills
Capital Markets, Corporate Trust, Investments, Municipal Bonds, Risk Management, Equities, Corporate Finance, Customer Service, Securities, Banking, Credit, Fixed Income, Financial Services, Mutual Funds, Due Diligence, Structured Finance, Finance, Relationship Management, Project Finance, Commercial Banking, Bonds, Financial Markets, Global Custody, Asset Management, Mortgage Lending, AML, Bloomberg, Structured Products, KYC, Hedge Funds, Portfolio Management, Derivatives, Loans, Investment Banking
Education
Hofstra University 2001 — 2004
BS, Finance
Pace University 1997 — 2001
B.S. Degree, Psychology and Business
BNY Mellon December 2014 - Present
Eaton Vance April 2014 - December 2014
Avid Technology December 2012 - April 2014
Impole Corporation November 2011 - December 2012
BENKA-Keejob January 2008 - February 2011
Pfizer February 2005 - August 2006
Skills
Project Management, Marketing Strategy, Business Development, Strategic Planning, Market Research, Business Strategy, New Business Development, Account Management, Project Planning, Operations Management, Sales Management, Sales
Education
Harvard University 2010 — 2013
Master Business Econ/Management
Heriot-Watt University 2005 — 2007
Master of Business Administration (MBA)
Rosenthal & Rosenthal, Inc. August 2015 - Present
Wells Fargo Capital Finance - Commercial Services Group October 2009 - July 2015
Wells Fargo Capital Finance March 2000 - February 2008
CIT February 1995 - March 2000
BNY Mellon January 1988 - February 1995
Heller Financial 1985 - 1988
Congress Financial Corp 1980 - 1985
Skills
Asset Based Lending, Commercial Finance, Credit, Commercial Lending, Loans, Finance, Factoring, Trade Finance, Credit Analysis, Loan Origination, Credit Risk, Banking, Business Development, Relationship Management, Cross Selling, Accounts Receivable, Financial Analysis, Financial Structuring, Small Business Lending, Funding, Commercial Banking, Risk Management, Capital Markets, Underwriting, Corporate Finance, Leadership, Cash Management, Portfolio Management, Due Diligence, Cash Flow, Investment Banking, Financial Modeling, Financial Risk, Structured Finance, Financial Services, Strategic Financial..., Investments, Lines Of Credit, Restructuring, Treasury Management, Cash Flow Lending, Mortgage Lending, Middle Market, Commercial Mortgages, Mergers & Acquisitions, Leveraged Finance, Valuation, Debt Restructuring, Private Equity, Syndications
Education
Hofstra University
Bachelor of Arts (B.A.)
Roble Belko & Company August 2012 - Present
BNY Mellon May 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Heidelberg University 2001 — 2005
Bachelor of Science (B.S.), Business Administration
The American College
ChFC Designation
The Philadelphia Group October 2014 - Present
SEI November 2013 - October 2014
BNY Mellon October 2007 - March 2011
Delaware Investments September 2006 - September 2007
Delaware Investments January 1998 - September 2006
Delaware Investments February 1996 - January 1998
Psychiatric Care Associates August 1994 - February 1996
Skills
Financial Reporting, Account Reconciliation, Finance, Fund Accounting, Treasury, Training
Education
La Salle University 2005 — 2008
MBA with concentration in Management
Holy Family University 1990 — 1994
Bachelor of Arts Degree in Accounting
Sabadell United Bank March 2015 - Present
BNY Mellon January 2014 - March 2015
BNY Mellon May 2012 - January 2014
BNY Mellon December 2006 - May 2012
Interactive Data June 2004 - November 2006
Big Brothers Big Sisters of NYC February 2003 - May 2004
Skills
Portfolio Management, Bloomberg, Fixed Income, Equities, Financial Services, Management, Risk Management
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon January 2015 - June 2015
Dreyfus April 2013 - January 2015
ORC International July 2011 - April 2013
Phillips School of Business August 2008 - May 2011
Skills
Bilingual-Spanish, Public Speaking, Team Building, Leadership, Management, Budgets, Outlook, Data Entry, Time Management, Social Networking, Payroll, Team Leadership, Interviews, Training, Social Media, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Teamwork, Research, PowerPoint, Microsoft Excel, Spanish
Education
High Point University 2007 — 2011
International Business, and Spanish, International Business
Self Employed Freelance Editing Service September 2005 - Present
BNY Mellon March 2013 - January 2015
CVS Caremark Corporation 2012 - 2013
Brooks Home Health Services 2012 - 2013
The Salvation Army 2010 - 2012
Skills
Customer Service, Research, Creative Writing, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Social Media, Time Management, Outlook, Administrative...
Education
Howard University 2005 — 2008
70 credits, English/Psychology, 2.5
BNY Mellon March 2015 - Present
JPMorgan Chase January 2013 - Present
JP Morgan Chase April 2011 - Present
JPMorgan Chase & Co. September 2014 - February 2015
MetLife (ALICO) September 2008 - April 2011
Capital H Group August 2006 - August 2008
Synnecta NV 2003 - 2006
International Republican Institute July 1998 - July 2001
International Republican Institute 1994 - 1996
Skills
Organizational..., Performance Management, Talent Management, Change Management, Organizational Design, Leadership Development, Succession Planning, Employee Relations, Executive Coaching, Coaching, Program Management, Team Building, Project Management, Employee Engagement
Education
The New School 2001 — 2003
Master of Sciences, Organizational Change Management
The New School 1996 — 1998
Master of Sciences, Non-profit Management
Herzen State Pedagogical University of Russia 1990 — 1995
Diploma, Enlgish and German Lunguistics
Virtus Partners March 2013 - Present
BNY Mellon May 2007 - March 2013
JPMorgan Chase August 1999 - May 2007
Skills
Microsoft Office, Access, 10 key, Lotus Notes, Account Reconciliation, Finance, Financial Services, Loans, Credit, Investment Banking, Securities
Education
Houston Community College
BNY Mellon March 2014 - Present
BNY Mellon June 2009 - March 2014
BNY Mellon April 2007 - June 2009
Delaware Investments February 2005 - April 2007
Fiserv May 2003 - February 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Management, Research, Training, Windows, Outlook, SQL, Recruiting, Mutual Funds, Accounting, Analysis, Corporate Actions, Account Reconciliation, Risk Management, Financial Analysis, Project Management
Education
Holy Family University 2008 — 2011
Master's degree, Management Information Systems and Services
Holy Family University 1998 — 2002
Bachelor's degree, Accounting
BNY Mellon June 2015 - Present
LeadiD May 2014 - July 2014
New Heights Youth, Inc. June 2013 - August 2013
Philadelphia 76ers Basketball Camp June 2012 - July 2012
Alpha-Omega School June 2011 - July 2011
Skills
Mandarin..., Microsoft Excel and..., "R" Software for..., Leadership, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint
Education
Haverford College 2012 — 2016
Bachelor of Arts (B.A.), Major: Economics; Minor: Chinese
The London School of Economics and Political Science (LSE) 2014 — 2014
Intermediate Microeconomics
Riverdale Country School 2008 — 2012
BNY Mellon June 2015 - August 2015
Street Diligence September 2014 - December 2014
NYU Office of Global Services February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor's Degree, Finance and Mathematics, 3.53/4.00
HEC Paris 2015 — 2015
John Jay High School 2009 — 2013
Unweighted: 96.4/100.0. Weighted Rank: 3rd/533 students
Barclays Investment Bank March 2015 - Present
Scholastic Media 2012 - March 2015
Citi 2010 - 2011
BNY Mellon 2009 - 2010
BNY Mellon 2008 - 2009
Morgan Stanley 2007 - 2008
Skills
Financial Reporting, Corporate Finance, Team Leadership, Finance, Management, Mergers & Acquisitions, Financial Modeling
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Corporate Finance & Investment banking
Hofstra University 2003 — 2007
B.B.A, Finance
BNY Mellon February 2014 - Present
JPMorgan Chase April 2012 - August 2013
LSI February 2010 - April 2012
Lone Star Realty and Mortgage November 2005 - April 2012
Baker Communications March 2008 - February 2010
Wells Fargo Home Mortgage Wholesale/Retail October 2001 - March 2005
Parker Drilling October 2000 - October 2001
Skills
Realtor, Loan Officer, Loan Processor, Accounts Payable, Accounts Receivable, Credit, Mortgage Lending, Loans, Management, Accounting, Mortgage Banking, Payroll, QuickBooks, Invoicing, Microsoft Excel, General Ledger, Sales, FHA, Analysis, Foreclosures, Insurance, Underwriting, SAP
Education
Texas Southern University 1992 — 1996
Houston Community College
None Yet, Nursing
Champions School of Real Estate
Realtor
Sierra Real Estate School
Public Consulting Group January 2014 - Present
State Street Bank February 2011 - Present
Olmstead Associates February 2011 - 2012
BNY Mellon July 1990 - January 2009
Mellon 1990 - 2009
SEi Companies 1985 - 1990
ADP Network Services 1980 - 1985
Education
Northeastern University 1987 — 1990
MBA, Business
Hope College 1976 — 1980
BA, Computer Science
Federated Investors December 2014 - Present
BNY Mellon October 2012 - November 2014
Family House May 2012 - October 2012
Skills
Accounts Payable, Account Reconciliation, Invoicing, Journal Entries, GAAP, Depreciation, Financial Statements, General Ledger, Structured Finance, Securities, Cash Flow, Financial Accounting, Financial Analysis, Accounting, Analysis
Education
Hiram College 2008 — 2012
Bachelor of Arts (BA), Accounting
BNY Mellon September 2011 - Present
Societe Generale April 1999 - August 2011
Eastbridge Capital June 1992 - October 1998
Education
Hofstra University 1982 — 1986
BS, Computer Science
East Boston Neighborhood Health Center May 2013 - Present
QuantiaMD June 2011 - May 2013
National Association of Black Accountants - NABA-Boston February 2013 - April 2013
BNY Mellon January 2008 - May 2011
National Association Black Accountants - Boston, MA January 2007 - June 2009
John Hancock Life Insurance Company (U.S.A.) June 2003 - January 2008
Western Union August 2006 - September 2007
Imose Magazine January 2005 - July 2006
ExxonMobil January 2002 - January 2003
ExxonMobil August 2000 - January 2002
Skills
Analytics, Financial Services, Data Analysis, Analysis, Project Management, Financial Analysis, Security, Microsoft Excel, Forecasting, Healthcare, Microsoft Office, Business Intelligence, Consulting, SQL, Program Management, Risk Management, Access, Marketing, Leadership
Education
The Data Warehouse Institute 2014 — 2014
Busniess Intelligence
Harvard University
Big Data Analytics
University of Lagos
Bachelor of Science (B.Sc.), Chemistry
University of Lagos
Post Graduate Diploma, Manpower Economincs and Planning
University of Lagos
Certificate in Computer Applications
BNY Mellon September 2008 - Present
Long Island University 2007 - 2008
Oceanside School District September 2000 - August 2007
Education
Hofstra University 1996 — 2000
Bachelor's degree, English Language and Literature, General
BNY Mellon 2012 - Present
Hewlett-Packard Financial Services 2004 - 2012
Bertelsmann Music Group 2002 - 2004
Cablevision/Madison Square Garden 2000 - 2002
Merrill Lynch 1992 - 2000
Stimler & Shultz 1990 - 1992
20/20 Foresight, Inc. 1983 - 1990
Advertising to Women 1981 - 1983
Skills
Vendor Management, Data Center, Program Management, Process Improvement, Software Development, IT Strategy, Integration, Project Management, Cost Control, Metrics Definition, Resource Management, Global Regulatory..., Virtual Teams, Global Teams
Education
St. Peter's College 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, 4.0
Hofstra University 1978 — 1981
Bachelor of Arts (BA)
Mitsubishi UFJ Financial Group, Inc. March 2015 - Present
Pivotal Lit August 2013 - Present
Northwestern Mutual Financial Network July 2013 - March 2014
BNY Mellon February 2009 - April 2013
BNY Mellon January 2006 - January 2009
Franklin Portfolio Associates September 2004 - December 2005
Education
Haverford College
BA, Economics, Philosophy
CFA Institute
Claritas Investment Certification
Depart of Financial Services 2012 — 2015
Licenses: Life & Health, Long Term Care, Variable Annuities
BNY Mellon December 2012 - Present
BNY Mellon October 2009 - December 2012
BNY Mellon Corporation September 2005 - October 2009
Mellon Financial April 2001 - September 2005
Skills
Operational Risk..., Risk Management, Project Management, Asset Management, Banking, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Microsoft Excel, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA, Finance
University of California, Riverside 1996 — 2000
B.S., Business Administration
HKUST Business School
Non profit Organization 2011 - 2015
MetroWest Community Federal Credit Union 2010 - 2010
CSL International Inc. 2009 - 2009
RTN Federal Credit Union 2008 - 2008
BNY Mellon 1999 - 2006
Skills
Financial Analysis, Management Consulting, Business Strategy, Business Analysis, Process Improvement, Data Analysis, Strategic Planning, Project Management, Business Development, Microsoft Office, Program Management, Team Leadership, New Business Development, Investments
Education
Harvard University
Master’s Degree, Management
Institute of Applied Engineering, Casablanca Morocco
Bachelor’s Degree, Accounting and Finance
BNY Mellon October 2014 - Present
BNY Mellon October 2010 - October 2014
BNY Mellon October 2006 - June 2012
BNY Mellon April 2001 - October 2006
BNY Mellon April 1996 - April 2001
BNY Mellon July 1994 - April 1996
BNY Mellon January 1992 - July 1994
Skills
Series 7, Asset Management, Series 63
Education
Hofstra University 1989 — 1991
Bachelor of Science (BS), Finance and Banking
BNY Mellon December 2007 - Present
Skills
Banking, Fixed Income, Portfolio Management, Securities, Bonds, Asset Management, Mutual Funds, Hedge Funds, Equities, Credit, Alternative Investments, Derivatives, Bloomberg, Capital Markets, Investments, Financial Markets
Education
Hofstra University 1999 — 2002
MBA, Finance
Syracuse University 1988 — 1992
BS, Aerospace Engineering
BNY Mellon October 1996 - Present
Education
Hofstra University 1981 — 1985
BBA, Business Admin- Management
Nordstrom September 2014 - Present
PresAsk January 2013 - August 2014
Massachusetts General Hospital January 2008 - June 2011
BNY Mellon June 2007 - December 2007
Cisco Systems May 2006 - June 2007
Skills
SharePoint, SQL, Microsoft Excel, HTML, Captivate, Cognos ReportNet, Investment Performance, Microsoft SQL Server, Program Management, Strategy, PowerPoint, Requirements Gathering, Analysis, Training, Business Analysis, Product Management, Business Development, Databases, Entrepreneurship, Competitive Analysis, Analytics, Mergers & Acquisitions
Education
Harvard University 2006 — 2009
ALM in Management, ALM in Management and Operations
Portland State University 2002 — 2005
B.S Business Administration, Management Information Systems
Barclays Investment Bank June 2015 - Present
Financial Industry Regulatory Authority January 2013 - Present
The Single Parent Resource Center September 2012 - Present
Mitsubishi UFJ Trust and Banking Corporation January 2013 - March 2015
CIT July 2010 - January 2013
BNY Mellon April 2008 - July 2010
Morgan Stanley 2006 - 2008
Merrill Lynch January 2005 - October 2006
Merrill Lynch 2002 - 2003
Dreyfus 1998 - 2000
Skills
FINRA, Banking, Finance, Mutual Funds, Variable Annuities, ETFs, Securities, Compliance, Regulatory Affairs, Due Diligence, Drafting Policies, Procedure Development, Process Improvement, Corporate Governance, Arbitration, Alternative Dispute..., Financial Services, Asset Managment, Investment Banking, Risk Management, Bloomberg, Asset Management
Education
Seton Hall University
MBA, Management
Seton Hall University
Graduate Certificate, Entrepreneurship/Entrepreneurial Studies
Hofstra University 2004 — 2007
B.S., Organizational and Leadership Studies
J.P. Morgan August 2014 - Present
J.P. Morgan March 2013 - August 2014
J.P. Morgan September 2012 - March 2013
Rate My Taxi NYC May 2012 - December 2012
J.P. Morgan July 2011 - September 2012
BNY Mellon April 2010 - July 2011
Chase Manhattan Corporation August 2005 - August 2006
Skills
Financial Modeling, Accounting, Microsoft Excel, Corporate Finance, Fixed Income, Bloomberg, Securities, Banking, Investment Banking, Portfolio Management, Managerial Finance, Equities, Trading Operations, Mergers & Acquisitions, Management, Credit, Financial Services, Investments, Finance, Financial Analysis, Financial Risk
Education
Hofstra University 2006 — 2010
Bachelor's degree, Finance
Cablevision May 2015 - Present
Canon Solutions America January 2013 - May 2015
Random House Inc January 2004 - January 2013
Random House Inc. May 1997 - January 2004
Rainbow Advertising Sales Corporation January 1995 - May 1997
Card Establishment Services January 1993 - January 1995
BNY Mellon January 1992 - January 1993
Skills
Hyperion System 11.1.2.1, Essbase, Excel, PowerPoint, Word, Business Objects, SAP, Budgets, Finance, Microsoft Word, Forecasting, Microsoft Excel, Risk Management, Variance Analysis, Business Analysis, Consolidation, Mergers & Acquisitions, Management, Analysis, Hyperion Enterprise, Financial Analysis, Strategic Planning, Team Leadership, Financial Reporting, Hyperion Planning, Business Process..., Managerial Finance, Executive Management, Corporate Finance, P&L, Financial Forecasting, Vendor Management, Business Planning, Accounting, Business Intelligence, Cross-functional Team..., Management Consulting, Leadership, Financial Systems, Project Management
Education
Hofstra University 1991 — 1992
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
State University of New York at Stony Brook 1985 — 1989
B.A., Liberal Studies
University of Phoenix
Master's Degree, Accountancy
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC June 2013 - April 2014
BNY Mellon November 2011 - June 2013
BNY Mellon December 2008 - March 2012
BNY Mellon January 2007 - December 2008
Skills
Financial Services, Portfolio Management, CDO, Strategy, New Business Development, Capital Markets, Fixed Income, CRM, Management, Securities, Banking, Hedge Funds, Bloomberg
Education
Houston Baptist University - College of Business and Economics 1998 — 2002
BS, Business Administration and Biology
Alief Elsik high school
BNY Mellon Markets Group July 2013 - Present
BNY Mellon February 2012 - Present
Lifetime LLC January 2010 - Present
State Street April 2010 - January 2012
Dresdner Kleinwort October 2005 - January 2010
SG 1997 - 2005
Societe Generale 1997 - 2005
UBS Investment Bank 1993 - 1997
Fuji Capital Markets Corp 1991 - 1993
JPMorgan Chase 1988 - 1991
Skills
Middle Office, Equity Derivatives, Market Risk, Settlement, Rates, Valuation, Operational Risk..., Credit Derivatives, Collateral Management, Investment Banking, Swaps, Interest Rate..., Derivatives, Structured Products, Fixed Income, Dodd-Frank, Product Control, Foreign Exchange, CDS, Operational Risk, Electronic Trading, Structured Finance, Bonds, Securities, Back Office, Equities, Financial Markets, Capital Markets, FX Options, Risk Management, Interest Rate Swaps, Asset Management, Finance, Treasury Management, Money Market, Trading Systems, Bloomberg, ISDA, Portfolio Management, Trading, Financial Risk, Financial Services, Hedge Funds, Options
Education
Hofstra University 1993 — 1994
Saint John's University 1986 — 1988
BS, Finance, Accounting
BNY Mellon August 2015 - Present
Morgan Stanley March 2012 - August 2015
citi July 2000 - March 2012
Citigroup 2004 - 2012
Merrill Lynch 2000 - 2004
Merrill Lynch 2000 - 2004
Getpaid Corporation 1999 - 2000
Automated Concepts Inc 1993 - 1999
J.P. Morgan 1991 - 1992
Bell Communications Research 1991 - 1992
Skills
Market Data, Reference Data, Electronic Trading, Fixed Income, Master Data Management, Ontology, Mobile Technology, BPM, Business Process Design, Portfolio Management, Semantic Web, Low Latency, Trading Systems, Prime Brokerage, Equities, Capital Markets, Sybase, Derivatives, Equity Derivatives, Investment Banking, Market Risk, Financial Services, Equity Trading, FX Options, Structured Products, Trading, Securities Lending, Hedge Funds, big data, Data Visualization, Middle Office, Securities, Data Governance, Financial Markets, Credit Derivatives, Bloomberg, Financial Risk, Operational Risk, Options, Asset Management, Operational Risk..., Data Integration, Back Office, Risk Management, Commodity, Data Quality, Credit Risk, Interest Rate..., Data Modeling, Enterprise Architecture
Education
Stevens Institute of Technology 1986 — 1988
Computer Science /EE
Hofstra University 1980 — 1982
BS, computer science
Hofstra University 1980 — 1982
BS, computer science
Pipeline Supply and Service March 2015 - Present
Waste Management February 2011 - Present
BNY Mellon August 2014 - May 2015
DHL January 2000 - December 2009
exxon mobil August 2003 - December 2005
Skills
Accounts Receivable, Accounting, Cash Flow, Customer Satisfaction, Account Reconciliation, Financial Reporting, Accounts Payable, Invoicing, General Ledger, SAP, Financial Accounting, Forecasting, Auditing, Financial Analysis, Sarbanes-Oxley Act, QuickBooks, Budgets, Bookkeeping, Analysis, Payroll, PeopleSoft, Small Business, Process Improvement, Outlook, Internal Controls, Customer Service, Microsoft Excel, Training
Education
Houston Community College 2002 — 2005
Associate's degree, Business Administration
BNY Mellon August 2015 - Present
Intel Mobile Communications February 2011 - July 2015
Infineon Technologies November 2010 - February 2011
Cablevision March 2010 - November 2010
First Data Corporation June 2009 - July 2010
InterDigital Communications February 2001 - April 2009
Cablevision December 1999 - February 2001
iNautix Technologies July 1999 - November 1999
Citibank April 1995 - July 1999
Northrop Grumman Corporation 1980 - 1995
Skills
SDLC, Project Management, Process Improvement, Configuration Management, Quality Assurance, Integration, Analysis, Testing, Wireless, Unix, Telecommunications, Requirements Analysis, Perl, Agile Methodologies, Linux, TCP/IP, Program Management, C, Software Project..., Software Development, Embedded Systems, LTE
Education
Hofstra University 1976 — 1980
BS, Computer Science
Havas Worldwide August 2015 - Present
Trafficbuyer Digital July 2014 - June 2015
IPC Systems, Inc. March 2014 - June 2014
Boutique Middle Market M&A Advisory January 2013 - March 2014
BNY Mellon May 2011 - August 2012
ASM Capital June 2010 - January 2011
Elephant Ventures, LLC. January 2009 - May 2010
Apple June 2006 - December 2008
Herley Industries June 2003 - September 2005
Skills
Finance, Project Management, Financial Modeling, Analysis, Risk Management, Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Management, Accounting, Business Strategy, Valuation, PowerPoint, Microsoft Word, Business Analysis, Entrepreneurship, Hedge Funds, Research, Customer Service, Sales, Start-ups, Pivot Tables, Strategy, Windows, Change Management, Business Planning, Bloomberg, Derivatives, MS Project, Market Research, Access, Analytics, Financial Reporting, Data Analysis, Business Process..., Options, Salesforce.com, VBA, Excel Macros, Corporate Finance, Investment Banking, R, Statistical Modeling, Statistical Data..., Tableau
Education
University of Rochester 2004 — 2008
BA, Technological Entrepreneurship
Rotterdam School of Management, Erasmus University 2011 — 2011
Derivatives
Hofstra University 2009 — 2011
MBA, Finance
Syosset High School 2000 — 2004
Allen-Stevenson School 1991 — 1999
BNY Mellon September 2003 - Present
Federated Investors February 1989 - January 2003
Education
Point Park University 2007 — 2010
MBA, Business Management
Hawaii Pacific University 1985 — 1988
B.S., Computer Science
Point Park University 1977 — 1981
B.A., Journalism/Communications
BNY Mellon July 2008 - Present
The TFE Group 1996 - 2001
Meredith College August 1993 - March 1996
Skills
Training, Microsoft Office, Leadership, Team Building, Customer Service, Operations Management, Project Management
Education
Hiram College 1988 — 1992
BNY Mellon November 2014 - Present
Berkeley Point Capital LLC January 2013 - November 2014
Brown Brothers Harriman & Co January 2006 - January 2013
The International Foundation for Electoral Systems July 2005 - August 2005
Hobart & William Smith Colleges May 2003 - May 2005
Skills
Fixed Income, Lotus Notes, Securities, Finance, Public Speaking, Economics, Equities, Leadership, Event Planning, Financial Modeling, Financial Reporting
Education
Suffolk University - Sawyer Business School 2008 — 2010
MSF, Financial Services & Banking
Hobart and William Smith Colleges 2001 — 2005
B.A, International Relations
UBS Investment Bank 2002 - Present
TD September 1997 - June 2002
UBS February 1993 - September 1997
BNY Mellon January 1989 - April 1993
Skills
C#.Net, VB.Net, Java, VB6, Excel/VBA, Q (K), SQL/PSQL, HTML, XML, ASP.Net, VBScript, C++, Unix Shell, Ant, TCL, PERL, SYBASE, ORACLE, KDB+, SQL Server, MS Access, Reuters API, Bloomberg API, Visual Studio, Eclipse, DB Artisan, TOAD, Syncfusion Controls, Crystal Reports, Business Objects, AutoSys, Quality Center, Github, ClearCase, Subversion, Visual Source Safe, Bug Tracker, JIRA, Finance, Fixed Income, Financial Analysis, ION Marketview, Reuters, Bloomberg, Market Data, Database Administration, Sybase, Autosys, Unix Shell Scripting
Education
Hofstra University 1988 — 1991
Master of Business Administration (M.B.A.), Computer Science
New York University 1983 — 1985
Bachelor's Degree (B.S), Economics
John Hancock 2012 - Present
BNY Mellon 2011 - 2012
Bank of America/U.S. Trust 2010 - 2011
Choate, Hall and Stewart January 2000 - September 2010
Travelex January 1998 - January 2000
Travelex America May 1997 - December 1997
Career Blazers January 1997 - May 1997
Hofstra University January 1994 - January 1996
Skills
Investments, Equities, Bloomberg, Asset Allocation, Securities, FX Options, Mutual Funds, Banking, Asset Managment, Wealth Management..., Trading Systems, Financial Analysis, Strategic Financial..., Trusts, Trading, Financial Services, Asset Management, Account Reconciliation, Finance, Accounting, Financial Planning
Education
Hofstra University 1992 — 1996
Bachelor of Arts; Areas of, Liberal Arts; Mathematics and Spanish
Copiague High School
Odyssey House September 2014 - Present
New York University January 2014 - Present
Capco December 2013 - March 2015
Peconic Lane Advisory Inc. May 2013 - December 2013
BNY Mellon July 2012 - April 2013
Fannie Mae April 2009 - July 2012
Citigroup February 2004 - April 2008
DTCC Deriv/SERV LLc July 2004 - December 2007
Citi April 2002 - April 2004
Citi October 2000 - April 2002
Skills
Credit Derivatives, Alternative Investments, Options, Business Analysis, Finance, Capital Markets, Process Improvement, Financial Risk, Mergers, Vendor Management, Mergers & Acquisitions, Bloomberg, IT Strategy, Business Process..., Credit Risk, Due Diligence, Program Management, Trading, Fixed Income, Operations Management, Strategy, Executive Management, Enterprise Risk..., Leadership, Management Consulting, Financial Markets, Governance, PMO, Project Portfolio..., Financial Structuring, Change Management, Outsourcing, SDLC, Business Process..., Internal Controls, Operational Risk, Restructuring, Operational Risk..., Business Process, Back Office, Relationship Management, Wealth Management, Business Strategy, Business Planning
Education
Hofstra University 1985 — 1989
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
DAHS 1975 — 1979
BNY Mellon July 2010 - Present
PNC July 2000 - July 2010
First Data Corporation 1993 - 1999
Skills
Human Resources, Management, Talent Management, Performance Management, Succession Planning, Talent Acquisition, Employee Engagement, Employee Relations, Onboarding, Deferred Compensation, Employee Benefits, Applicant Tracking..., Recruiting, Organizational..., HR Consulting, Coaching, Organizational Design, HRIS, College Recruiting, Leadership Development, Career Development, Employer Branding, Leadership
Education
Hobart and William Smith Colleges 1981 — 1985
Bachelor of Arts (BA), Psychology
Royal Banks of Missouri March 2012 - Present
Hickey College May 2010 - Present
Watson Business District 2012 - 2014
Commerce Bank August 2010 - March 2012
TIAA-CREF April 2000 - March 2009
BNY Mellon May 1998 - January 2000
Skills
CRM, Investments, Finance, Loans, Mortgage Lending, Series 7, Retirement Planning, Accounting, Advertising, Asset Allocation, Employee Benefits, Series 63, Trading, Retirement, Bonds, Credit, Customer Retention
Education
Webster University 1991 — 1994
Master's Degree, Management
Webster University 1984 — 1986
Bachelor's Degree, English
Hickey College
BNY Mellon June 2012 - Present
Dallas Modern Chinese Language School February 2011 - August 2012
Language Trainer December 2011 - June 2012
Skills
E-Learning, Educational Technology, Teaching, Classroom, Instructional Technology, Adult Education, Teacher Training
Education
Florida Metropolitan University 2007 — 2009
MBA, Business Administration and Management, General, 3.96
Heilongjiang University 1978 — 1982
BA, English
Synagro 2012 - 2014
Nobis Logistics Group 2004 - 2012
Safety-Kleen 2002 - 2004
McLane Foodservice/AmeriServe/PepsiCo Food Systems 1994 - 2002
TEXAS BACK INSTITUTE Corporate Headquarters 1992 - 1994
SmithKline Beecham 1986 - 1992
BNY Mellon 1984 - 1986
Skills
Logistics Management, 3PL, Human Resources, Customer Retention, Sales, Operations Management, Change Management, Management, Strategic Planning, Leadership, Strategy, Process Improvement, Team Building, Contract Negotiation, Training, Consulting, Recruiting, Business Development, Start-ups, CRM, Organizational..., Logistics, Employee Benefits, Mergers & Acquisitions, Succession Planning, Budgets, Employee Relations, Cross-functional Team..., Talent Acquisition
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
The Catholic University of America, Columbus School of Law 1978 — 1981
Doctor of Law (J.D.)
Hood College 1974 — 1978
BA summa cum laude, political Science and history
MP Tax and Financial Services August 2012 - Present
BNY Mellon April 2010 - June 2012
The Boston Company November 2006 - April 2010
Skills
Microsoft Excel, Financial Analysis, Outlook, Accounting, Microsoft Office, Financial Services, Microsoft Word, PowerPoint, Bloomberg, Financial Reporting, Investments, Asset Management
Education
Hofstra University
Suffolk University
CERT April 2014 - Present
CERT September 2012 - April 2014
CERT December 2010 - September 2012
solutions4networks April 2008 - December 2010
BNY Mellon March 2002 - December 2007
Inflow April 2000 - December 2001
Choice One Communications 1999 - 2000
AppliedTheory Communications 1997 - 1999
Syracuse University 1995 - 1997
Education
Haverford College
BA, English
Syracuse University
MLS, Library Science
Kultera, Inc. July 2011 - Present
John Mini Distinctive Landscapes October 2005 - March 2011
Publishers Clearing House August 1995 - December 1999
BNY Mellon March 1993 - August 1995
Skills
Databases, HTML, Visual Studio, Software Design, JavaScript, SQL Server Management..., T-SQL, C#, SSRS, SharePoint
Education
Hofstra University 1989 — 1992
Bachelor of Science (B.S.), Computer Science
Hicksville High School
Hicksville High School
BNY Mellon April 2007 - Present
Skills
Fund Accounting, Hedge Funds, Financial Analysis, Financial Reporting, Mutual Funds, Bloomberg, Fund Administration, Accounting, Financial Modeling, Equities, Fixed Income, Asset Management, Alternative Investments, Valuation, Derivatives, Internal Controls, Investments, Financial Accounting, Securities, Fund Of Funds
Education
Hofstra University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
BNY Mellon October 1996 - Present
Education
Hofstra University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon July 2010 - Present
EACM Advisors LLC (A Bank of New York Mellon Corporation) September 2004 - Present
Dreyfus Corporation (A Bank of New York Mellon Corporation) October 2000 - September 2004
Brown Brothers Harriman & Co May 2000 - October 2000
Credit Suisse First Boston Corporation August 1998 - May 2000
Ogilvy & Mather July 1997 - August 1998
Oxford Resources June 1996 - July 1997
Skills
Financial Analysis, Financial Modeling, Accounting, Asset Management, Forecasting, Analysis, Equities, Investments, Variance Analysis, Corporate Finance, Account Reconciliation, Accruals, Business Analysis, Finance, Hedge Funds, Microsoft Excel, Valuation
Education
Hofstra University
Master of Business Administration, Finance
New York Institute of Technology
Bachelor of Science, Business Management
BNY Mellon December 2014 - Present
JPMorgan Chase March 2013 - Present
Citi December 2011 - March 2013
Citi June 2010 - December 2011
Solution One Services March 2010 - June 2010
Brand Connections May 2009 - October 2009
Skills
Digital Marketing, Marketing Strategy, Advertising, SEO, Social Media, CRM, Business Development, Financial Services, Marketing Communications, Competitive Analysis, Direct Marketing, Securities, Relationship Management, Segmentation, Analytics, Integrated Marketing, Strategy, Social Media Marketing
Education
Hofstra University
Bachelor of Arts (B.A.), Mass Media Studies
Joseph Pousada June 2006 - Present
BNY Mellon July 2000 - June 2006
Morgan Stanley January 2000 - June 2000
Skills
Calculus, Multivariable Calculus, Analysis, Abstract Algebra, Mathematical Modeling, Numerical Analysis, Linear Algebra, Differential Equations, Ubuntu, Java, Applied Mathematics, Modeling, Data Analysis, SAS
Education
State University of New York Empire State College 2010 — 2014
BS, Mathematics
Hofstra University 1996 — 1999
BBA, International Business
Nassau Community College 1992 — 1996
AS, Business Administration
Heffler, Radetich & Saitta LLP July 2012 - Present
BNY Mellon May 2011 - July 2012
Dr. Ip Family Dentistry May 2010 - September 2011
Thomson Reuters, Inc July 2010 - May 2011
Dale Tax Service December 2009 - April 2010
Kiddie Kottage May 2006 - January 2010
Skills
Accounting, Journal Entries, Reconciliation, Fund Accounting, General Ledger, Mutual Funds, Tax, Accountants, Bloomberg, Excel, Reconciliations, Invoicing, Accruals, Cash
Education
Holy Family University 2006 — 2010
Bachelors, Accounting
Philadelphia CPA Review
CPA Review course
BNY Mellon January 2014 - December 2014
Amegy Bank June 2013 - August 2013
Barrett Daffin Frappier Turner & Engel, LLP April 2008 - March 2013
Alitex Realty & Mortgage January 2006 - March 2008
Washington Mutual May 2004 - December 2005
Skills
Leadership, Finance, Customer Service, Loans, Negotiation, Mortgage Lending, Management, Financial Analysis, Banking, Real Estate, Insurance, Sales
Education
University of Phoenix 2006 — 2008
Bachelor of Science, Business Management
Houston Community College
Associate of Arts
Alief Hastings High School
High School Diploma
Credit Suisse March 2012 - June 2012
HSBC July 2011 - November 2011
Banc of America Securities August 2007 - June 2011
BNY Mellon September 1998 - August 2007
Bear Stearns October 1996 - September 1998
Seligman Data Corp 1995 - 1996
Skills
Analysis, Trading, Treasury, Financial Analysis, Finance, Risk Management, Banking, Fixed Income, Forecasting, Variance Analysis, Equities, Financial Statements, Equity Derivatives, Asset Management, Business Analysis, Derivatives, Financial Modeling, Financial Reporting, Financial Risk, Investment Banking, Investments, Managerial Finance, Mutual Funds, Securities
Education
Hofstra University 1991 — 1995
BBA
Chaminade High School 1987 — 1991
Marathon Oil Corporation May 2014 - Present
BNY Mellon March 2012 - Present
SDV January 2010 - March 2012
Skills
Reservoir Engineering, Petroleum, Petroleum Geology, Oil & Gas Industry, Natural Gas, Reporting & Analysis, Financial Reporting, Financial Analysis, Information Technology, Information Management, Accounting, Account Management, Accounts Receivable, Account Reconciliation, Accounts Payable
Education
Houston Community College 2013 — 2015
Petroleum Engineering Technology, Petroleum Technology/Technician
University of Oklahoma 2006 — 2009
Bachelor's degree, Accounting and MIS
M&T Bank December 2012 - Present
BNY Mellon January 2003 - April 2011
BNY Mellon January 2000 - January 2003
BNY Mellon January 1996 - January 2000
Skills
Banking, Loans, Syndications, Fund Administration, Capital Markets, Mutual Funds, Account Reconciliation, KYC, Loan Origination, Commercial Banking, Back Office, Commercial Lending
Education
Hofstra University
Bachelor of Arts, Communication Arts
BNY Mellon January 2014 - August 2015
BNY Mellon May 2013 - August 2013
KGI Asia September 2012 - January 2013
Vie de France May 2011 - January 2012
Vogue January 2011 - May 2011
Christian Cota September 2009 - June 2010
Skills
Public Speaking, Microsoft Word, Teamwork, Research, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Photoshop, Outlook, Access, Securities, Wealth Management, Financial Analysis, Social Media, Data Analysis, Customer Service
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
B.S., Finance and concentration in Fine Art
National Chengchi University 2012 — 2013
Finance
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2012
Finance, 4.00
Bergen County Academies 2006 — 2010
Academy for Visual and Performing Arts
Enterprise Products November 2014 - Present
BNY Mellon October 2012 - October 2014
BNY Mellon April 2012 - October 2012
BDO USA, LLP January 2012 - March 2012
Cole Haan September 2007 - November 2011
Skills
Accounting, Tax, Bookkeeping, Financial Reporting, Auditing, Accounts Payable, General Ledger, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Visio, Peachtree, ICE, Analysis, GAAP
Education
University of Houston 2010 — 2011
Bachelor's Degree, Accounting, 3.22
Houston Community College 2012 — 2012
CPA graduate level courses
Santander Securities, LLC June 2012 - Present
BNY Mellon 2008 - 2012
Deloitte & Touche LLP 2006 - 2008
Skills
Securities, AML, Mutual Funds, Series 7, FINRA, SEC, Series 24, Risk Management, Hedge Funds, Alternative Investments, Enterprise Risk..., Financial Services, Capital Markets, Asset Managment, Financial Risk, Investment Advisory
Education
Hofstra University 1989 — 1992
BBA, Marketing
BNY Mellon October 2004 - Present
JPMorgan Chase February 1993 - August 2003
Skills
Asset Management, Fixed Income
Education
Houston Community College 1978 — 1979
BNY Mellon 1998 - 2010
J.P. Morgan 1982 - 1998
Skills
Investments, Asset Managment, Banking, Financial Analysis, Investment Management, Investment Banking, Stock Picking
Education
Boston Univerity Vrije Universiteit Brussel, Brussels
Master of Business Administration (M.B.A.), International Finance
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
NYU
Master of Business Administration (M.B.A.), International Finance
BNY Mellon July 2014 - Present
EquiLend June 2013 - October 2013
Kellner Capital August 2011 - September 2012
HBK Capital Management January 2002 - July 2010
Citadel Investment Group June 1999 - October 2001
Skills
Equities, Securities Lending, Prime Brokerage, Collateral Management, Swaps, Equity Derivatives, Hedge Funds, Series 7, Series 63, Corporate Actions, Series 55, Business Development, Debt & Equity Financing, Relationship Mgmt
Education
Hofstra University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Chaminade High School
BNY Mellon 1993 - 2012
BNY Mellon 1993 - 2012
Core Industries 1990 - 1993
Lord & Taylor 1982 - 1985
Skills
Personal Trust...
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon January 1999 - Present
First Data Merchant Services June 1997 - December 1998
Johnson & Higgins January 1993 - June 1997
Chase January 1990 - January 1993
JWP Information Systems 1987 - 1990
Skills
Financial Services
Education
Hofstra University
Computer Science Business Option
BNY Mellon October 2013 - Present
None February 2012 - Present
BNY Mellon September 2006 - July 2011
BNY Mellon 2006 - 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Data Analysis, Account Reconciliation, G/L Reconciliations, Valuation, Coaching, Team Management, Case Managment, Financial Reporting, Bank Reconciliation, Accruals, Journal Entries, Equities, Fixed Assets, Bloomberg, Cash Management, Analysis, Variance Analysis
Education
University of Baltimore 2003 — 2006
Bachelor of Science (BS), Finance, General
Howard Community College 2001 — 2002
BNY Mellon January 2013 - Present
BNY Mellon June 1999 - January 2013
Dreyfus October 1997 - June 1999
Education
Hofstra University 1996 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nassau Community College 1991 — 1995
Associate's degree, Hotel Management
BNY Mellon April 2001 - Present
New York Life Insurance Company 1995 - 2001
Dyson Kissner Moran Corporation 1992 - 1995
Metro Mobile CTS 1990 - 1992
Skills
Management, Fixed Income, Equities, Hedge Funds, Derivatives, Financial Analysis, Management Reporting, Product Costing, Operational Efficiency, Project Management, Vendor Management, Forecasting, Annuities, Bloomberg, Finance, Portfolio Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting