BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Raytheon May 2015 - August 2015
State Street November 2014 - May 2015
English At Large June 2014 - August 2014
Dunkin Donuts June 2011 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Finance
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA) Finance, Corporate Finance
BNY Mellon March 2015 - Present
BNY Mellon March 2013 - Present
Education
Ithaca College 2006 — 2010
Bachelor of Science (B.S.), Mathematics
State Farm June 2013 - Present
BNY Mellon June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Microsoft Word, Research, Financial Analysis, Time Management, Outlook, Data Analysis, Public Speaking, Access, Data Entry, Accounts Payable, Teamwork
Education
Jackson State University 2009 — 2013
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch July 2012 - September 2014
BNY Mellon May 2011 - August 2011
TechTrans International, Inc. June 2010 - August 2010
Skills
Energy Derivatives, Commodity, Openlink, RightAngle, Microsoft Excel, Financial Modeling, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon June 2013 - Present
BNY Mellon November 2011 - May 2013
BNY Mellon June 2010 - October 2011
BNY Mellon July 2007 - May 2010
Skills
Fund Accounting, Bloomberg, Financial Reporting, Accounting, Account Reconciliation, Alternative Investments, Internal Controls, General Ledger, US GAAP, GAAP, Private Equity, Microsoft Excel, Lotus Notes, Microsoft Office, Outlook, Finance, Securities, Corporate Actions, Financial Analysis, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
CVS Health December 2014 - Present
BNY Mellon January 2013 - December 2014
ITT Technical Institute July 2014 - August 2014
FedEx Ground September 2012 - February 2013
MetroStar Systems May 2012 - September 2012
NJVC, LLC January 2011 - May 2012
Serco February 2010 - January 2011
Radio Shack January 2007 - February 2010
Northern Virginia Community College August 2006 - January 2007
Skills
Active Directory, Oracle Applications, Microsoft SQL Server, SharePoint, SharePoint Services 3.0, SharePoint Designer, Microsoft Office, Windows 7, Windows Vista, Windows XP Pro, Windows Server, Cisco Technologies, EMC Networker, EMC Storage, BURA, VMware, VMware Workstation, Virtual Server, Windows Server 2003, Windows Server 2008, E-Discovery Consulting, Symantec Endpoint..., Symantec Backup, Symantec Antivirus, System Administration, Help Desk Support, Systems Engineering, Security Clearance, Network Security, Cabling, Wireless Networking, Information Technology, Computer Hardware, Software Installation, System Center..., Clearwell, Active Top Secret..., Information Security, Security+, Exchange 2010/2007/2003, Lotus Domino..., Microsoft Exchange, Networking, Servers, Windows XP
Education
ITT Technical Institution 2008 — 2012
Bachelor of Science Degree, Information Systems Security, 3.5 GPA
ITT Technical Institute-Chantilly 2008 — 2010
Associate of Science (A.S.), Computer Networking Systems, 3.0 GPA
BNY Mellon June 1993 - Present
PBA50 1987 - Present
Thomson Financial June 1988 - June 1993
Salomon Brothers 1979 - 1988
Irving Trust Company June 1975 - May 1979
Skills
Finance, Trading, Alternative Investments, Equities, Management, Fixed Income, Derivatives, Financial Risk, Investments, Hedge Funds, Mutual Funds, Securities, Risk Management, Investment Banking, Financial Services, Banking, Portfolio Management, Asset Management
Education
Iona College 1975 — 1978
Master of Business Administration (MBA), Finance & Management
Iona College 1971 — 1975
Bachelor's Degree, Business/Managerial Economics, Magna cum laude - 3.69 / 4.0
Boston Private Wealth LLC May 2015 - Present
BNY Mellon November 2013 - May 2015
Putnam Investments February 2012 - November 2013
Town of Middleton June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Bloomberg Terminal, Excel, Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2011
B.B.A., Finance
Belmont Hill 2001 — 2007
GWU
OperationsInc August 2015 - September 2015
WTP Advisors January 2009 - December 2014
BNY Mellon September 1986 - September 2008
Skills
Human Resources, Due Diligence, Auditing, Tax, College Recruiting, Management Consulting, Restructuring, Financial Analysis, Income Tax, International Tax, Onboarding, Accounting, Employee Relations, Process Improvement, Talent Acquisition, Financial Services, Talent Management, Employee Benefits, Financial Reporting, Banking, PeopleSoft, Mergers & Acquisitions, Corporate Tax, Finance, Performance Management, Management, Tax Accounting, Personnel Management, Strategic Financial..., Microsoft Excel, HRIS, Succession Planning, Account Reconciliation, Workforce Planning, Cash Management, Financial Planning
Education
Iona College
Bachelor of Arts (B.A.), Communication Arts
SM Energy Company February 2014 - Present
SM Energy Company 2014 - 2015
BNY Mellon 2009 - 2014
Skills
Customer Service, Software Troubleshooting, Active Directory, Network Troubleshooting, Technical Training, Storage Management, Microsoft Exchange, Microsoft Office, Server Administration, Banking, Financial Services, Financial Analysis, Business Analysis, Finance, Analysis, Technical Support, Access, System Administration, Windows, SharePoint
Education
ITT Technical Institute-Pittsburgh 2007 — 2009
Associate's degree, Computer Network Systems
ITT Technical Institute-Pittsburgh
BNY Mellon April 2009 - Present
Pershing, a BNY Mellon company 2004 - 2008
Pershing, a BNY Mellon company September 1998 - January 2004
Carter-Wallace Consumer Products 1996 - 1997
ConAgra Foods 1993 - 1996
Skills
IT Strategy, IT Project..., Service Level Management, ITIL Process..., Project Management, Global Customer Service, Marketing Strategy, Microsoft Office, Research, Public Speaking, Analysis, Process Improvement, Financial Analysis, Business Analysis, Banking, Risk Management, SDLC, Requirements Analysis, Financial Services, Program Management, Management, Disaster Recovery, Vendor Management, IT Management
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance and Marketing
James Madison University 1983 — 1986
Bachelor of Business Administration (BBA), Finance, General
Nomura Securities July 2015 - Present
BNY Mellon February 2015 - July 2015
BNY Mellon January 2014 - January 2015
Enterprise Rent-A-Car October 2013 - January 2014
Sofia Restaurant June 2012 - July 2013
Enterprise Rent-A-Car 2011 - 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Networking, Public Speaking, Event Planning, Research, Higher Education, Time Management, Access, Teamwork, Outlook, Team Leadership, Team Building, Sales, Critical Thinking, Administration, Analysis, Financial Analysis, Unit Investment Trusts
Education
Pace University - Lubin School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Financial management
Iona College 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
BNY Mellon July 2015 - Present
BNY Mellon February 2015 - June 2015
BNY Mellon October 2014 - February 2015
BNY Mellon July 2014 - October 2014
University of Massachusetts Amherst August 2012 - May 2014
BNY Mellon June 2013 - August 2013
Homegrown Microfarms January 2013 - May 2013
Cushing Academy June 2012 - August 2012
Skills
Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Analysis, Marketing, Time Management, Program Management, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Finance, General, 3.95 / 4.00
Cushing Academy 2006 — 2010
High School Diploma
BNY Mellon May 2015 - Present
State Street Corporation December 2014 - Present
Massachusetts Small Business Development Center Network Western Regional Office August 2014 - December 2014
Dedham Country & Polo Club June 2014 - August 2014
Massachusetts Hospital School July 2013 - August 2014
Spring Valley Country Club May 2013 - August 2014
Berkshire Dining Common - University of Massachusetts, Amherst January 2014 - May 2014
Hampden Bakery - University of Massachusetts, Amherst September 2013 - May 2014
Skills
Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Leadership, Financial Planning, Organized, Information Technology, Social Networking, Networking, Community Service, Data Analysis, Marketing
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Canton High School 2008 — 2012
High School Diploma, Honors/AP Program
BNY Mellon April 2000 - Present
MetLife November 1983 - April 2000
AT&T March 1982 - November 1983
Skills
Data Center, Management, Vendor Management, Project Management, Business Analysis, IT Strategy, SDLC, Information Technology, IT Management, ITIL
Education
University of Phoenix 2003 — 2005
Masters of Science, Computer Information Systems
Iona College 1973 — 1977
BS, Communication Arts
BNY Mellon April 2013 - Present
The Situs Companies November 2009 - July 2012
BNY Mellon September 2008 - October 2009
BNY Mellon September 2007 - September 2008
Franklin Fidelity Management August 2005 - September 2006
TD Securities, (USA), Inc May 1999 - October 2004
Skills
Account Reconciliation, Credit, Loans, Banking, Cash Flow, Accounting, Commercial Mortgages, Portfolio Management, Customer Service, Mortgage Lending, Loan Servicing, Asset Management, Microsoft Word, Microsoft Excel, Risk Management
Education
Jackson State University 1987 — 1991
BBA, Business Administration
Tennis, Boating and Golf June 2007 - Present
BNY Mellon 2000 - 2007
Skills
Business Analysis, CRM
Education
University of Illinois at Urbana-Champaign 1966 — 1968
Master of Science (MSc), Marketing
Iowa Wesleyan College 1964 — 1966
TASIS
BNY Mellon June 2015 - Present
Massachusetts Port Authority December 2014 - January 2015
Massachusetts Port Authority June 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, PeopleSoft, Time Management, Access, Accounting, Data Entry
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Winthrop High School 2007 — 2011
BNY Mellon June 2015 - Present
First Niagara Bank May 2014 - January 2015
Lourdes Camp June 2012 - August 2013
Skills
Computers- Microsoft..., Foreign Language -..., Leadership - On and off..., Credit, Financial Modeling, Social Media, Finance, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Teamwork
Education
Ithaca College 2012 — 2016
Bachelor of Arts (B.A.), Finance and Accounting, 3.57
Global Marketing & Entertainment October 2012 - Present
GAMCO Investors, Inc. September 2003 - October 2005
Prudential Financial November 2002 - August 2003
Fleet National Bank December 2001 - November 2002
Prudential Financial May 1998 - October 2001
TD Ameritrade May 1997 - May 1998
BNY Mellon August 1993 - May 1997
Skills
Equities, Bloomberg, Hedge Funds, Equity Research
Education
Iona College 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
BNY Mellon May 2014 - Present
Skills
Personal Financial..., Team Leadership, Investment Advisory..., New Business development, Training, Project Management, Relationship Management, Start-ups, Wealth Management, Estate Planning, Public Speaking, Small Business, Team Building, Asset Allocation, Private Banking, Mortgage Lending, Alternative Investments
Education
College for Financial Planning-Denver,Colorado 1992 — 1994
Certified Financial Planner
Ithaca College 1979 — 1983
Bachelor of Science (B.S.), Management, Minor in Marketing
Holmdel High School
PNC 2013 - Present
Computershare- formerly BNY Mellon Shareowner Services October 2010 - May 2013
BNY Mellon July 2008 - October 2010
Rock Bottom Restaurants, Inc 2005 - 2007
Skills
Analysis, Process Improvement, Data Analysis, Strategic Planning, Business Analysis, Customer Service, Project Management, Microsoft Excel, Product Management, Escheatment, Vendor Relationships, Securities, Third Party Vendor..., SEC filings, Leadership, Lean Six Sigma, Vendor Management Skills, Risk Assessment, Supply Chain Management, Compliance, Training, Risk Management, Financial Services, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
MBA
University of Pittsburgh, College of Business Administration
BS/BA, Finance Minor: Economics
Neuberger Berman January 2014 - Present
BNY Mellon October 2012 - December 2013
Democracy At Work October 2010 - May 2012
GameStop January 2011 - May 2011
Minutemen Equity Fund January 2009 - May 2010
University of Massachusetts Amherst January 2008 - May 2010
Skills
Macroeconomics, Microsoft Office, SAS, Microsoft Excel, Bloomberg Terminal, VBA, PowerPoint, HTML, Microsoft Word, Python, Drupal, Wordpress, Morningstar, Microeconomics, Environmental Economics, Russian, Mutual Funds, Workbench, InvestOne, Equity Derivatives, Derivatives, Foreign Currency, Foreign Currency..., Dividend Policy, Dividends, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics, Information Technology
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance, Economics, Information Technology
Bridgestone August 2014 - Present
Bridgestone (Contractor) November 2013 - August 2014
OHL 2011 - 2013
BNY Mellon 2008 - 2011
Tennessee Home Buyers July 2006 - August 2008
United States Marine Corps 2001 - 2005
Skills
Visio, Software Documentation, Program Management, Change Management, Project Management, SharePoint, ITIL, MS Project, Vendor Management, PMP, IT Management, Information Technology, Analysis, PMO, Business Analysis, IT Strategy, Disaster Recovery, SDLC
Education
ITT Technical Institute-Nashville 1907 — 2011
Bachelor of Applied Science (B.A.Sc.), Information Technology Project Management
BNY Mellon March 2003 - Present
Fiserv April 1999 - November 2002
Skills
Lotus Notes, Active Directory, Windows 7, Windows Server, System Administration, Computer Hardware, PowerPoint, Visio, Access, Outlook, Troubleshooting, Microsoft Office, Windows, Servers, VMware, Microsoft Excel, Operating Systems, Microsoft Exchange, Networking, Customer Service, Microsoft Office 2007, DNS, Databases, Network Administration, Data Entry, Administrative..., DHCP, Administration, Fund Accounting, Investment Banking, Account Reconciliation, Fund Services
Education
ITT Technical Institute-Liverpool 2010 — 2012
Saint John Fisher college 1996 — 1999
Quaker Steak & Lube March 2014 - Present
BNY Mellon June 2012 - February 2014
Aurora Huts LLC August 2010 - June 2012
Walter Energy May 2007 - August 2010
Deloitte & Touche November 2005 - May 2007
Revenue Management Solutions July 2000 - November 2005
Shells Seafood restaurants June 1998 - June 2000
Skills
Risk Assessment, Sarbanes-Oxley Act, Financial Accounting, GAAP, Analysis, Process Improvement, Leadership, Access, General Ledger, Strategic Planning, Due Diligence, CPA, Budgets, Business Process..., Management, Forecasting, Accounts Payable, Mergers & Acquisitions, Finance, Variance Analysis, Financial Statements, Accounts Receivable, Software Documentation, Account Reconciliation, Fixed Assets, QuickBooks, Treasury Management, Corporate Finance, Business Analysis, Financial Audits
Education
University of South Florida 1997 — 1999
Masters, Accountancy
Ithaca College 1984 — 1988
Bachelors, Mathematics
BNY Mellon Project ManagerThe Bank of New York Mellon1998 - Present
ABN AMRO Mellon Global Securities Services BV 1998 - 2007
Practical Theatrical LLC 1996 - 1996
ESPY Productions 1995 - 1996
Cablevision Industries 1985 - 1996
United States Marine Corps 1980 - 1985
Education
Ithaca College
BA, Political Science/History w/ Minor in TV-R Production
Progressive Expert Consulting October 2011 - Present
BNY Mellon January 2011 - January 2012
Skills
Management, Customer Service, Leadership, Public Speaking, Proposal Writing, Program Management, Microsoft Excel, Market Research, Microsoft Office, Social Media, Project Management, Access, Research, PowerPoint, Microsoft Word
Education
Ithaca College 2009 — 2010
Master of Business Administration (M.B.A.)
Ithaca College 2005 — 2009
B.S., Business Administration, Marketing and Management
James Madison University May 2013 - Present
Longwood University June 2012 - May 2013
James Madison University August 2011 - June 2012
BNY Mellon December 2010 - August 2011
Skills
Sports Marketing, Sports, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, Fundraising, Teamwork, Social Media, Sports Management, Microsoft Word, Time Management, Event Management, Customer Service, Research, Facebook, Finance, Data Analysis, Financial Analysis
Education
James Madison University 2010 — 2012
Master of Science (M.S.), Sport and Recreation Leadership
James Madison University - College of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch April 2014 - Present
BNY Mellon September 2013 - February 2014
State Street August 2011 - September 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Impact Investing, Venture Philanthropy, Social Entrepreneurship, Nonprofits, Wealth Management, Asset Management, Investments, Mutual Funds, Private Equity, Institutional..., Endowments, Bloomberg, Investment Strategies, Fixed Income, Performance Benchmarking, Economic Research, Money Market Funds, Corporate Finance, Cash Flows, Wire Transfers, Expense Allocation, Factset, Manage Client..., Client Relations, Sustainability, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (BBA), Finance
University of Oxford
Wadham College, Independent Study
Bridgewater-Raynham Regional High School 2002 — 2006
American Tower July 2014 - Present
American Tower September 2012 - June 2014
Cass Information Systems May 2012 - June 2012
BNY Mellon April 2012 - April 2012
PDI International Inc. June 2010 - August 2010
Skills
Project Management, Logistics, Operations Management, Financial Analysis, Process Improvement, Contract Management, Account Management, Data Analysis, Leadership, Vendor Management, Supply Chain Management, Program Management, Customer Service, Cross-functional Team..., Oracle, SAP, Microsoft Office, Microsoft Excel, PowerPoint, Procure-to-Pay, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Operations Managment
University of Massachusetts, Amherst
Woburn High School
BNY Mellon June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Clough Capital Partners, L.P. December 2012 - January 2013
KPMG June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Customer Service, Teamwork, English, Banking, Research, Windows, Social Media, Team Leadership, Public Speaking, Time Management, Access, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics
2016 Level II Candidate in the CFA Program
BNY Mellon February 2015 - Present
Deutsche Asset & Wealth Management February 2012 - January 2015
Deutsche Asset & Wealth Management September 2006 - January 2012
RREEF Alternative Investments July 2000 - September 2006
RREEF Alternative Investments December 1997 - July 2000
KVL Audio Visual Services May 1997 - November 1997
HUMAN-I-TEES May 1995 - February 1997
Graphite Metallizing Corporation June 1987 - May 1995
Skills
Treasury Management, General Ledger, Accounts Receivable, Cash Flow, Analysis, Investments, Financial Analysis, Due Diligence, Financial Reporting, Corporate Finance, Accruals, Invoicing, Cash Management, Accounts Payable, Variance Analysis, Account Reconciliation, Internal Controls, Bank Reconciliation, Banking, Journal Entries, Microsoft Excel, Process Improvement
Education
Iona College 1992 — 1996
Business Administration, Marketing
BNY Mellon August 2015 - Present
T. Rowe Price June 2014 - August 2015
Zolio Inc March 2013 - June 2013
Office of Residence Life August 2011 - May 2013
Skills
Leadership, Data Analysis, Student Affairs, Student Development, SAS, Microsoft Excel, Financial Reporting, SQL, Visual Basic, Compustat, WRDS, CRSP, Bloomberg Terminal, SharePoint, PowerPoint, Microsoft Word, Facebook
Education
James Madison University 2010 — 2014
Bachelor's degree, Finance
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Neighborhood Health Plan May 2014 - Present
BNY Mellon February 2012 - May 2014
North Middlesex Savings Bank June 2009 - February 2012
Skills
Microsoft Excel, Analysis, Finance, Data Analysis, Microsoft SQL Server, SAS Programming, Microsoft Office, Management, R, Access, Investment Banking, General Ledger, Teller Operations, Microsoft Word, Accounting, Financial Analysis, Investments, Teamwork, PowerPoint, Financial Services, Trombone, Directing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, Accounting/Psychology
North Middlesex RHS 2003 — 2007
EMC June 2012 - August 2014
Minutemen Equity Fund January 2011 - May 2012
CAIA Association January 2011 - May 2011
The First Church of Christ, Scientist June 2010 - August 2010
BNY Mellon June 2008 - August 2008
City of Boston April 2007 - August 2007
Skills
Microsoft Excel
Education
University of Massachusetts, Amherst 2014 — 2016
Computer Science
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor Degrees in, Finance, Math
Modis - Stewart Title February 2015 - June 2015
InfoTree Services - Eaton January 2014 - April 2014
BNY Mellon October 2011 - May 2013
Skills
Information Technology, Computer Hardware, Help Desk Support, Customer Service, Software Installation, Hardware Support, Hardware Installation, Microsoft Office, Outlook, Altiris, BMC Remedy, Remote Desktop, Dameware, McAfee, Ghost Imaging, Juniper, Internet, Microsoft Excel, Safeboot, OfficeScan, Checkpoint, Active Directory, Password Resets, Windows 7, Windows XP Pro, Printers, Desktop Deployment
Education
ITT Technical Institute-Pittsburgh 2008 — 2010
Associate n Specialized Technology Degree / IT Computer Networking Systems, Information Technology, GPA - 3.8
BNY Mellon December 2013 - Present
Lender Processing Services, Inc. (LPS) June 2011 - June 2013
Allstate May 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Loan Servicing, Transaction Processing, Orion, Sales, Event Planning, Banking, Financial Analysis, Management, Leadership, Finance
Education
Jacksonville University 2009 — 2013
Bachelor's degree, Sport and Fitness Administration/Management
BNY Mellon September 1993 - Present
Skills
Investments, Financial Analysis, Banking, Management, Risk Management, Finance, Microsoft Excel, Business Analysis, Financial Services, Accounting, Portfolio Management, Project Management, Process Improvement, Analysis, Strategic Planning, Financial Modeling, Equities, PowerPoint, Sales, Asset Management
Education
Iona College
Accounting
Miami Dade College September 2014 - Present
Nova Southeastern University August 2012 - Present
Elite Services US July 2012 - Present
Trinity Resolution Group September 2011 - Present
BNY Mellon March 1999 - October 2009
Skills
Conflict Resolution, Mediation, Strategic Planning, Corporate Finance, Financial Reporting, Confidentiality, Caregivers, Research, Organizing, Problem Solving, Conflict Studies, Production Editor, Marketing, Copy Editing, Text Editing, Nonprofits, Workshop Facilitation, Coaching, Conflict Management, Budgets, Peace Studies, Training, Editing
Education
Nova Southeastern University 2010 — 2011
Master of Science (M.S.), Peace Studies and Conflict Resolution
Jacksonville University 2006 — 2009
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase November 2012 - Present
JPMorgan Chase March 2012 - Present
JP Morgan October 2010 - Present
BNY Mellon March 2006 - October 2010
West LB; German Savings Bank March 2002 - February 2006
Barclays Capital April 2000 - November 2001
PricewaterhouseCoopers February 1997 - January 1999
Skills
Latin American markets, Vendor Management, Risk Management, Budgeting, Operational Risk, Financial Analysis, Project Management, SDLC, Process Engineering, Financial Reporting, Accounting, Forecasting, MIS, Information Risk, General Ledger..., Equities, Variance Analysis, Analysis, Auditing, Banking, Budgets, Business Planning, Business Process..., Finance, Financial Forecasting, Internal Controls, Process Improvement, Project Portfolio..., Strategic Financial..., Strategy
Education
Villanova University 2008 — 2009
Masters Certificate, Applied Project Management
Ithaca College
Accounting, Minor in Politics
ServiceSource March 2014 - Present
Salesforce.com October 2013 - March 2014
Salesforce.com March 2012 - October 2013
Salesforce.com July 2010 - March 2012
Intel July 2008 - July 2010
American Express May 2007 - August 2007
Uno Chicago Grill October 2003 - June 2006
BNY Mellon June 2002 - October 2003
Skills
Forecasting, Financial Modeling, Strategy, Cross-functional Team..., Marketing, Financial Analysis, Competitive Analysis, Budgets, Finance, Business Strategy, Pricing, Management, Leadership, Strategic Financial..., Team Leadership, SaaS, Operational Planning, Financial Systems
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Finance
Ithaca College 1998 — 2002
B.S., Finance
Egon Zehnder January 2015 - Present
Egon Zehnder June 2014 - December 2014
Egon Zehnder January 2012 - June 2014
Towers Watson April 2010 - January 2012
DolmatConnell & Partners January 2010 - April 2010
UMass Finance Society September 2005 - May 2009
Huron Consulting Group June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Skills
Forecasting, Budget Analysis, Vendor Management, Financial Analysis, Financial Modeling, Vendor Relations, RFP, Cost Reduction..., Healthcare, Employee Benefits, Benefits Design, Group Benefits, Pivot Tables, Vlookup, Market Analysis, Acquisition Integration, Mergers
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor, Business Administration; Finance
Dale Carnegie 2007 — 2008
Certificate of Completion, Leadership
Westwood High School 2001 — 2005
BNY Mellon March 2010 - Present
Captain Harry R Stauffer Memorial Golf Outing August 2003 - Present
BNY Mellon July 2005 - March 2010
BNY Mellon 2003 - 2005
BNY Mellon 1995 - 2003
Skills
Telnet, Windows Server, Windows Server 2003, Windows Server 2008, Windows, XP, Disaster Recovery, SQL Server, Technical Support, System Administration, Linux, SQL, Software Documentation, Unix, Databases, Microsoft SQL Server, Troubleshooting, Active Directory, Servers, IT Management, Microsoft Exchange, Integration, Vendor Management, SDLC, Business Analysis, Project Management, IIS, SharePoint, Management, Hardware, Requirements Analysis, Information Technology, Data Center, Infrastructure, Security, Networking, Testing, IT Strategy, Team Leadership, Citrix, Financial Services, IT Operations, Quality Assurance, Banking, Lockbox, Network Administration, Analysis, Software Project..., Network Security
Education
ITT Technical Institute-Pittsburgh 2002 — 2004
Associate's degree
Brentwood High School 1988 — 1992
St. Norbert's Grade School
BNY Mellon May 2014 - Present
First Niagara Bank January 2012 - May 2014
Mazars September 2008 - January 2010
Skills
Auditing, External Audit, Financial Reporting, Microsoft Office, Retail Banking, Customer Service, Financial Accounting, Microsoft Excel, Internal Audit, Financial Analysis, Accounting, Internal Controls, IFRS, US GAAP, Financial Audits, Cash Flow, Consolidation, Managerial Finance, Financial Statements, Account Reconciliation
Education
Point Park University 2012 — 2014
Master of Business Administration (M.B.A.), International Business
Istanbul University 2007 — 2009
Master's degree, Accounting
Istanbul University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BNY Mellon June 2015 - Present
Alexander Capital LLC. January 2014 - June 2015
FGS Inc. (Corporate Communications Provider) June 2013 - June 2014
NCC Media (formerly National Cable Communications) May 2012 - June 2013
Merrill Corporation August 2002 - May 2012
Channel One Network 1997 - 2002
CBS RADIO, THE HOWARD STERN SHOW, E! ENTERTAINMENT September 1996 - September 1997
Viacom September 1994 - March 1995
Skills
Advertising, Long-term Customer..., Promotions, Radio Promotions, Sales Promotions, New Business Development, Account Management, Digital Printing, Creative Campaign..., Television Producing, Television Studio..., Radio Producing, Market Research, Market Analysis, Product Marketing, Marketing, Public Relations, Corporate Communications, Media Planning, Media Buying, Corporate Finance, Corporate Branding, Corporate Development, Direct Marketing, Direct Mail, Sales, Management, Business Development, Lead Generation, Sales Promotion, Marketing Strategy, Email Marketing, Customer Service, Social Media Marketing, Strategic Planning
Education
New York University 2002 — 2004
Continuing Education Certification post Master's Degree, On-camera TV Interview/Hosting (technique), Networking in Media (skill development)
Iona College 1995 — 1997
Master's Degree, Public Relations, Corporate Communications, Media Law
Iona College 1991 — 1995
Bachelor's of Arts & Sciences, Mass Communications, Broadcasting (specialization: Television), Dance (minor)
Office of the Comptroller of the Currency June 2013 - Present
BNY Mellon August 2011 - May 2013
National Grid May 2010 - January 2011
State Street July 2008 - January 2009
Skills
Finance, Accounting, Entrepreneurship, Real Estate, Risk Management, Auditing, Financial Analysis, Financial Reporting, Financial Services, Business Analysis, Internal Controls, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance
Isenberg School of Management, UMass Amherst September 2015 - Present
Minutemen Equity Fund August 2015 - Present
BNY Mellon June 2015 - August 2015
NexDine May 2014 - August 2015
Minutemen Equity Fund December 2014 - May 2015
State Street August 2014 - November 2014
Rockland Trust May 2014 - August 2014
Skills
Bloomberg Terminal, Financial Services, Customer Service, Retail, Sales, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Banking, Teamwork, Marketing, Social Media, Social Networking, Microsoft Excel, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Finance, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Economics
Foxborough High School 2009 — 2013
Cumberland Farms July 2013 - Present
UPS May 2013 - July 2013
C&S Wholesale Grocers May 2012 - May 2013
C&S Wholesale Grocers June 2011 - May 2012
BNY Mellon January 2011 - June 2011
University of Massachusetts Amherst January 2009 - May 2010
University of Massachusetts Amherst August 2006 - May 2010
Skills
Leadership, Customer Service, Time Management, Inventory Management, Management, Sales, Customer Satisfaction, Teamwork, Process Scheduler, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Data Analysis, Event Planning, Logistics, Access, Training
Education
Isenberg School of Management, UMass Amherst 2014 — 2015
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Operations Management & Information Technology
BNY Mellon June 2015 - Present
BNY Mellon September 2013 - Present
John Hancock Manulife Financial September 2012 - September 2013
Skills
Event Planning, Data Analysis, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Social Media, Ice Hockey, Customer Service, Teamwork, Cold Calling, Microsoft Excel, Leadership, Process Excellence, Public Speaking, Sales, Social Networking, Team Leadership, Group Work
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
B.S., Resource Economics
BNY Mellon June 2013 - Present
PricewaterhouseCoopers August 2008 - July 2012
PricewaterhouseCoopers June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Mutual Funds, Financial Reporting, US GAAP, Accounting, Internal Controls, Financial Services, Assurance, Auditing, Financial Analysis, Financial Accounting, SEC filings, GAAP
Education
Isenberg School of Management, UMass Amherst 2008 — 2009
Master of Science in Accounting (MSA), Accounting
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelors of Science in Business Administration (BBA), Accounting
BNY Mellon October 2013 - Present
BNY Mellon March 2010 - October 2013
BNY Mellon July 2009 - March 2010
Service Link May 2009 - July 2009
PM Computing March 2009 - May 2009
SMS Demag October 2008 - March 2009
National Real Estate Information Services March 2007 - October 2008
Pomeroy November 2005 - June 2008
Skills
Microsoft Excel, Microsoft Access, Microsoft Word, SailPoint IdentityIQ, Lotus Notes, Microsoft Outlook, Active Directory, Customer Service, Help Desk Support, Desktop Support, Data Analysis, Metrics Reporting, Identity & Access..., Termination..., Application..., Security, Technical Support, Access
Education
ITT Technical Institute-Pittsburgh 2003 — 2005
Associate's degree in Specialized Technology, Information Technology - Computer Networking Systems
Wells Fargo Advisors April 2006 - Present
BNY Mellon January 2001 - April 2006
Skills
Portfolio Management, Insurance, Finance, Asset Allocation, Mutual Funds, Estate Planning, 401(k) Rollovers, Retirement, Retirement Planning, Investment Strategies, Risk Management, Wealth-Preservation..., Investments, Financial Advisory, Wealth Management
Education
Iona College 1997 — 2001
Bachelor of Arts (BA), Economics
Rye Neck High School
BNY Mellon September 2015 - Present
The Provident Bank January 2015 - August 2015
Hodgies Too Ice Cream June 2008 - August 2015
UMass Chemistry Department September 2012 - December 2012
Isenberg School of Management June 2012 - August 2012
Skills
Time Management, Teamwork, Social Networking, Management, Leadership, Customer Service, Organization Skills, Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media, Advertising, Problem Solving
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Psychology
University of Cape Town 2013 — 2013
AXA Equitable Funds Management Group August 2014 - December 2014
LiquidHub June 2014 - August 2014
BNY Mellon December 2001 - March 2014
Lexington Management Corp June 1994 - August 2000
Skills
Portfolio Compliance..., Mutual Funds, Securities, Fixed Income, Equities, Derivatives, Hedge Funds, Charles River IMS, BlackRock Aladdin, Compliance Analysis, Wealth Management, Project Coordination, Project Planning, Data Analysis, Business Analysis
Education
Ithaca College
Northern Highlands Regional High School
Bessemer Trust May 2013 - Present
BNY Mellon March 2013 - May 2013
BNY Mellon August 2011 - March 2013
Winged Foot Golf Club April 2009 - October 2011
Lincoln Financial Group January 2011 - May 2011
UBS: Wealth Management September 2010 - December 2010
SCS Commodities May 2008 - August 2008
MBF Clearing Corporation June 2006 - September 2006
Skills
Management, CRM, Access, Financial Reporting, Analysis, Accounting, Sales, Marketing, Business Development
Education
Iona College 2007 — 2011
Bachelor of Business Administration, Finance
Iona College: Hagan School of Business 2007 — 2011
Finance, BBA Business Administration; Finance
BNY Mellon June 2013 - Present
Learfield Sports May 2013 - May 2014
Skills
Time Management, Microsoft Excel, Leadership, Highly Reliable, Teamwork, Highly Dedicated, Analytical Skills, Flexibility, Prezi, Social Media, Morningstar, Lipper, Microsoft Operating..., Salesforce
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double Major: Finance and Economics
BNY Mellon December 2013 - Present
New Sun international travel June 2013 - December 2013
UMass Purchasing and Marketing Department August 2012 - May 2013
University of Massachusetts Amherst May 2012 - May 2013
University of Massachusetts Amherst November 2011 - May 2013
Thinkglobal INC May 2012 - September 2012
Skills
Management, Translation, Auditing, Advertising, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Bachelor of Science, Resource Economics, Managerial Economics
Salem State University 2009 — 2010
Accounting
iHeartMedia January 2013 - Present
National Society of Hispanics MBAs (NSHMBA) January 2011 - December 2012
BNY Mellon August 2008 - December 2012
Hertz Equipment Rental December 2006 - February 2008
Skills
Event Planning, Finance, Business Strategy, Analysis, Management, Teamwork, Negotiation, Marketing, Budgets, Leadership, Program Management, Accounting, Sales, Fundraising, Forecasting
Education
Rollins College 2011 — 2013
MBA, Finance, 3.78
Iowa State University
Bachelor of Science, Finance
St. Thomas Aquinas High School
High School Diploma
TIAA-CREF January 2014 - Present
State Street Global Advisors May 2011 - March 2013
BNY Mellon 2005 - 2011
Skills
Finance, Asset Management, Strategy, Managerial Finance, Financial Services, Financial Analysis, Accounting, Financial Advisory, Financial Modeling, Forecasting, Internal Controls, Investment Management, Investments, Leadership, Management, Strategic Planning, Mergers & Acquisitions, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Adheris, Inc. June 2014 - August 2014
BNY Mellon May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
State Street May 2015 - Present
State Street February 2013 - May 2015
Monster Worldwide June 2014 - August 2014
TJX October 2013 - April 2014
John Hancock Financial Services January 2013 - August 2013
Amherst Education Foundation November 2011 - May 2013
Pinkberry Ventures, Inc July 2011 - August 2011
UMass Dartmouth September 2010 - April 2011
BNY Mellon July 2010 - August 2010
Boston Youth Fund July 2009 - August 2009
Skills
Microsoft Office, Lotus Notes, Spanish, Strategic Planning, Databases, Time Management, Organizational..., Computer Science, Self-driven, Pivot Tables, Database Administration, Array Formulas, V Lookups, What-if Analysis, Financial Variance..., Calm Under Pressure, Hyperion Reports, Financial Reporting, Financial Analysis, Team Leadership, Oracle, Microsoft Excel, Performance Metrics, Access, Leadership, Budgets, Analysis, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics
University of Massachusetts, Amherst 2010 — 2015
B.S., Resource Economics, 3.47
John D. O'Bryant School of Mathematics & Science (Exam School) 2004 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Chilewich Sultan LLC April 2014 - March 2015
InterfaceFLOR 2008 - March 2014
PNC 2004 - 2008
OppenheimerFunds 2001 - 2004
BNY Mellon 1997 - 2001
Skills
Financial Analysis, Strategic Planning, Marketing, Sales, Budgets, Business Development, Project Planning, Event Planning, Event Management, New Business Development, Customer Service, Leadership, Public Relations, Program Management, Team Building, Sales Management, Management, Analysis, Account Management
Education
Iona College 1992 — 1996
BS, Business Administration and Management, General
AT&T August 2011 - Present
BNY Mellon April 2011 - May 2011
IKON Office Solutions August 2010 - October 2010
Computershare August 2009 - May 2010
USPS December 2008 - December 2008
The Altman Group June 2008 - October 2008
Ingram Yuzek Gainen Carroll & Bertolotti, LLP December 2005 - April 2007
The Altman Group December 2004 - December 2005
EDS Corp. (now HP Enterprise Services) August 1989 - April 2004
Skills
System Administration, Microsoft Word, Coaching, Public Speaking, DB2, Strategic Planning, Research, Social Media, Software Project..., Problem Solving, Microsoft Office, Blogging, Editing, Mentoring, Event Planning, Team Leadership, Recruiting, Microsoft Excel, Social Networking, Troubleshooting, Human Resources, Outlook, Marketing, Creative Writing, Training, Call Centers, Interviews, Administration
Education
Iona College 1985 — 1989
B.A., Computer Information Science, Technical Writing
BNY Mellon February 2014 - Present
Rose International September 2013 - February 2014
Fannie Mae November 2011 - August 2013
Fannie Mae October 2012 - April 2013
Fannie Mae June 2009 - November 2011
AES May 2008 - May 2009
Capital One April 2004 - May 2008
Capital One January 2002 - April 2004
Global Crossing April 1999 - November 2001
Canadian Imperial Bank of Commerce June 1997 - April 1999
Skills
Financial Analysis, Expense Management, Project Finance, Budget Process, Allocations, Financial Systems, Strategic Financial..., Team Leadership, Managerial Finance, Process Improvement, Analysis, Leadership, Forecasting, Finance, Financial Modeling, Change Management, Program Management, Management, Financial Reporting, Budgets, Strategic Planning, Project Planning, Strategy
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1988 — 1992
BBA, Business Administration/Finance
BNY Mellon February 2012 - Present
MetLife Bank, a subsidiary of MetLife, Inc. June 1998 - February 2012
BNY Mortgage October 1986 - June 2008
Skills
Banking, Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA, Commercial Mortgages, Loans, Management, Underwriting, Sales Management, Leadership, Retail Banking, Portfolio Management, Residential Mortgages, Sales, Loan Origination, Credit, Loan Servicing, Consumer Lending, Refinance, Credit Risk, Commercial Lending, Credit Analysis, Private Banking, Financial Services, FHA financing, Mortgage Underwriting
Education
Iona College 1982 — 1986
B.A., Communications / Sociology
National Grid March 2014 - Present
National Grid October 2013 - March 2014
National Grid May 2009 - October 2013
BNY Mellon June 2005 - May 2009
Skills
Corporate Finance, Accounting Applications, Microsoft Office, SAP, Financial Analysis, Banking, Collection Development, Analysis, Accounting, Account Reconciliation, Business Analysis
Education
Ithaca College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Bishop Ludden High School
State Street March 2015 - Present
jcpenney August 2013 - May 2015
BNY Mellon September 2014 - March 2015
Icon Parking Systems October 2013 - September 2014
Siller and Cohen of Lincoln Financial January 2013 - May 2013
March of Dimes May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Fundraising, Sales, Entrepreneurship, Microsoft Word, Leadership, Finance, Bloomberg Terminal, Bloomberg Essentials, Customer Service, Accounts Receivable, Management, Windows, Internet Explorer, Firefox, Microsoft Office, KYC, AML, FATCA, Accounting, Financial Analysis, Teamwork, Time Management, Financial Services, Social Networking
Education
Iona College 2009 — 2013
Bachelor's Degree, Finance, General, 3.3346 GPA
Fresenius Medical Care May 2015 - Present
Raytheon May 2012 - April 2015
Isenberg School of Management - UMass Amherst 2010 - May 2012
University of Massachusetts Amherst May 2011 - December 2011
BNY Mellon May 2011 - September 2011
Raytheon May 2010 - August 2010
Resident Life Resource Center - University of Massachusetts Amherst January 2009 - May 2010
NBS Tech Group May 2008 - August 2009
Skills
Vlookup, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Pivot Tables, Access, Data Analysis, Outlook, Visio, Financial Analysis, Customer Service, Spreadsheets, Earned Value Management, Government Contract..., Contract Negotiation, Relationship Management, Financial Modeling, Management, Social Media, Leadership, Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor's in Business Administration, Corporate finance
Westford Academy 2004 — 2008
High School Diploma
BNY Mellon July 2011 - Present
Citi December 2009 - June 2011
Citi June 2007 - November 2009
BNY Mellon June 2006 - August 2006
Complete Life Quote June 2005 - August 2005
Bloomberg LP June 2004 - August 2004
Skills
Financial Analysis, Investor Sales, Business Strategy, Sales, Pricing, Bloomberg, Bloomberg Terminal, Series 7, Financial Modeling, Investments, Business Development, Equities, Capital Markets, Fixed Income, Financial Services, CRM, Banking, Management, Relationship Management, Finance
Education
James Madison University - College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Retired April 2015 - Present
Cognizant Technology Solutions June 2013 - Present
BNY Mellon 2005 - Present
The Bank of New York Mellon 2003 - Present
SourceNet Solutions 2003 - Present
TXU Energy 1995 - 2003
TXU 1993 - 2003
IBM in Dallas 1980 - 1993
Education
Iowa State University 1969 — 1973
BS
Virginia Commonwealth University May 2014 - Present
The Blackstone Group April 2013 - October 2013
BNY Mellon August 2011 - April 2013
Megale Public Relations June 2011 - August 2011
Bank of New York Mellon, Alternative Investment Services June 2010 - August 2010
Clean-N-Shine LLC. February 2004 - June 2010
Skills
Finance, Microsoft Excel, Fixed Income, Valuation, Accounting, Hedge Funds, Microsoft Office, Customer Service, Leadership, PowerPoint, Teamwork, Fund Accounting, Investments, Corporate Finance, Equities, Mutual Funds, Payroll, Management, Outlook, Bloomberg Terminal, Fund Administration, Account Reconciliation, Customer Satisfaction, Italian, Access, Financial Reporting, Analysis, Business Analysis, Time Management, Forecasting, Budgeting
Education
Virginia Commonwealth University 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
James Madison University 2006 — 2011
Bachelor, Business Administration; Finance, Management; Entrepreneurial, Innovation & Technology
AB August 2015 - Present
BNY Mellon August 2014 - April 2015
AllianceBernstein December 2010 - August 2014
State Street September 2011 - January 2014
Morgan Stanley Smith Barney June 2010 - December 2010
Argus Information & Advisory Services January 2010 - May 2010
Skills
Financial Analysis, Equities, Corporate Actions, Portfolio Management, Business Analysis, Risk Management, Banking, Data Analysis, Financial Reporting, Credit Risk, Finance, Microsoft Excel, Financial Modeling
Education
Iona College 2013 — 2017
MBA, Post Master's Certificate, General Accounting
Iona College 2011 — 2017
MBA, Financial Management
Iona College 2006 — 2010
BBA, Finance
Heritage Financial Services, LLC June 2014 - Present
NEPC May 2012 - May 2014
Bank of America August 2009 - May 2012
US Trust, Bank of America Private Wealth Management September 2006 - August 2009
Liberty Mutual Insurance August 2004 - September 2006
Liberty Mutual Insurance May 2003 - August 2004
The Boston Company Asset Management, LLC July 2002 - May 2003
BNY Mellon February 2001 - July 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics
YMCA November 2013 - Present
BNY Mellon 2006 - June 2012
The Bank of New York Mellon May 2006 - May 2012
BNY Mellon July 2004 - August 2006
Dreyfus July 1995 - June 2004
Con Edison June 1992 - May 1995
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., PMP, PMO, Programming, Agile Methodologies, Scrum, Project Management, IT Management, Requirements Analysis, Agile Project Management, Testing, Project Portfolio...
Education
Iona College 1988 — 1992
Bachelor of Science
Iona College 1988 — 1992
Bachelor of Science (B.S.)
BNY Mellon February 2013 - Present
optionsXpress & Optionetics by Charles Schwab June 2009 - July 2012
Dynetech May 2004 - June 2009
Charles Schwab May 2000 - June 2003
Skills
Investments, Sales, Market Research, Account Management, Trading, Options, Mutual Funds, Direct Sales, Real Estate, New Business Development, Sales Presentations, Sales Management, Public Speaking, Negotiation, Customer Retention, Stock Market, Market Analysis, Training, Webinars, Demographic Analysis, Travel Planning, Business Travel, Sales Support Tools, PowerPoint, Closing Deals, Education, Stocks, Retirement, Microsoft Excel, Employee Learning &..., Management, Analysis
Education
Stetson University 2002 — 2004
MBA, Business
James Madison University 1995 — 1999
BBA, Finance
Brookfield High School 1992 — 1995
SSgA State Street Global Advisors- Asset Management October 2012 - Present
BNY Mellon March 2010 - October 2012
BNY Mellon February 2009 - March 2010
BNY Mellon March 2007 - February 2009
Trudeau & Trudeau Associates Inc. May 2006 - March 2007
Skills
SAP, Product Development, Financial Analysis, Financial Modeling, Competitive Analysis, Business Valuation, M&A due diligence, Client Segmentation, Business Strategy, Mergers, Strategy, Wealth Management, Corporate Finance, Strategic Financial..., Valuation, Forecasting, Managerial Finance, Asset Management, Bloomberg, Investment Banking, Capital Markets, Financial Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
BNY Mellon July 2013 - Present
New York Jets LLC August 2012 - January 2013
Cantor Fitzgerald & Co. April 2010 - February 2012
Mitsubishi UFJ Securities (USA), Inc. February 2009 - April 2010
UBS Investment Bank August 1998 - October 2008
Lehman Brothers 1987 - 1998
DWS Scudder Investments May 1985 - January 1987
KPMG US July 1978 - May 1985
Skills
Relationship Management, Equities, Fixed Income, Prime Brokerage, Bonds, Capital Markets, Securities Lending, Collateral Management, Management Consulting, Consulting, Financial Services, Trading, Alternative Investments, Structured Products
Education
Iona College
BBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Information Sytems
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
BNY Mellon December 2013 - Present
Citi Investment Research June 2010 - December 2013
Citi Private Bank June 2009 - June 2010
Citi Smith Barney September 2006 - June 2009
Citi Private Bank September 2002 - September 2006
Skills
Recruiting, Talent Management, Bloomberg, Equities, Financial Services, Employee Benefits, Capital Markets, Talent Acquisition, Deferred Compensation, Performance Management, Employee Engagement, Onboarding, Applicant Tracking..., Financial Modeling
Education
Ithaca College 1983 — 1987
Calhoun
Park ave.
Park ave.
Park ave.
BNY Mellon Assistant TreasurerBank of New York Mellon1999 - Present
Education
Iona College 1992 — 1996
BNY Mellon September 2009 - Present
BNY Mellon February 2007 - September 2009
BNY Mellon March 2003 - February 2007
BNY Mellon May 2000 - March 2003
Skills
Fund Accounting, Tax, Tax Preparation, Tax Returns, Tax Accounting, Financial Audits, Financial Reporting, Investments, Account Reconciliation, Supervisory Skills, Staff Development, Staff Management, Staff Supervision, Staff Training, Staff Scheduling, Time Management
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
B.B.A., Finance
BNY Mellon May 2014 - Present
The Duke of Edinburgh's Award (Ontario) April 2012 - Present
BNY Mellon February 2012 - April 2014
The Canadian Securities Lending Association (CASLA) June 2009 - June 2012
The Duke of Edinburgh's Award (Ontario) April 2011 - April 2012
The Bank of New York Mellon July 2011 - February 2012
CIBC Mellon May 1993 - July 2011
Skills
Finance, Management, Equities, Nonprofits, Loans, Bonds, Hedge Funds, Securities, Investments, Fixed Income, Capital Markets, Mutual Funds
Education
Stanford Graduate School of Business
Stanford Executive Program (SEP)
The University of Western Ontario - Richard Ivey School of Business
MBA, Master Business Administration
Appleton Partners, Inc. March 2015 - Present
BNY Mellon June 2012 - March 2015
BNY Mellon September 2011 - June 2012
BNY Mellon August 2010 - September 2011
Brockton Rox October 2007 - October 2009
Nashua Pride Professional Baseball May 2007 - September 2007
Smith College September 2006 - December 2006
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
B.S., Sport Management
Doherty Memorial High School
BNY Mellon November 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Eagle Investment Systems February 2005 - April 2010
Atlantic Trust 2001 - 2005
State Street 1990 - 2003
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
BS - Accounting, Accounting, Economics
University of Massachusetts, Amherst 1977 — 1980
BBA, Accounting
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
StreetLinks Lender Solutions January 2014 - Present
Nationstar Mortgage 2009 - November 2013
BNY Mellon 2003 - 2008
Beal Bank 2002 - 2003
The Associates 2000 - 2002
AMRESCO 1998 - 1999
Skills
Financial Modeling, Management, Securitization, Banking, Finance, Portfolio Management, Credit, Financial Analysis, Business Development, Real Estate, Loans, Relationship Management, Mergers & Acquisitions, Valuation, Financial Services, Due Diligence, ABS, Sales, Asset Management, CRM
Education
Southern Methodist University 1984 — 1985
MBA, Finance
Iowa State University - College of Business 1977 — 1981
Bachelor of Science, Finance, accounting
Conifer Financial Services August 2013 - Present
BNY Mellon February 2011 - August 2013
BNY Mellon November 2009 - February 2011
Bank of New York Mellon May 2008 - August 2008
Skills
Bloomberg, Equities, Fixed Income, Options, FX Options, Valuation, Hedge Funds, Alternative Investments, CDS, Derivatives, Mutual Funds, Financial Services
Education
James Madison University 2005 — 2009
B.B.A., finance
Apicius Culinary Institute 2008 — 2008
Food and Wine
BNY Mellon December 2012 - Present
The Ives Group September 2010 - September 2011
CitiFinancial February 2010 - September 2010
Wachovia Dealer Services April 2009 - August 2009
Wachovia Dealer Services April 2009 - August 2009
Skills
Accounting, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Quantitative Analytics, Fixed Income, Financial Reporting, Strategic Financial..., Investments, Analysis, Credit, Management
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Finance, Finance, Economics, Accounting, Marketing
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelors, Business Administration; Finance and Operations Management
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
Regions Bank 2009 - Present
BNY Mellon 1998 - 2009
Education
Jacksonville University
MBA, Finance
Landmark Bank March 2011 - Present
BNY Mellon January 2005 - March 2011
Skills
Investments, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Banking, Financial Analysis, Asset Management, Financial Services, Mutual Funds, Equities, Securities, Research, Investment Management
Education
Iowa State University 1999 — 2004
Bachelors, Chemical Engineering
LAZ Parking August 2011 - Present
City Valet June 2010 - June 2011
BNY Mellon January 2011 - May 2011
Kane Self Storage May 2007 - September 2009
Wayside Racquet and Swim Club May 2006 - September 2008
Skills
Outstanding Customer..., Financial Analysis, Operations Management, Customer Service, PowerPoint, Budgeting, Problem Solving, Microsoft Office, Scheduling, Excel, Billing, Financial Reporting, Customer Relations, Teamwork, Administration, Data Analysis, Supervisory Skills, Negotiation, Payroll, Cross-functional Team..., Inventory Management, Accounting, Finance, Microsoft Excel, Budgets, Forecasting, Customer Satisfaction, Project Planning, Training
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Finance and Economics
BNY Mellon August 2014 - Present
BNY Mellon May 2013 - August 2014
The Bank of New York Mellon January 2011 - May 2013
USAlliance Federal Credit Union August 2009 - December 2010
Playland Park June 2008 - September 2008
Skills
Corporate Finance, Portfolio Management, Risk Management, Finance, Financial Risk, Financial Analysis, VBA, Derivatives, Hedge Funds, Securities, Loans, Analysis, Account Reconciliation, Accounting, Management, Bloomberg, Fixed Income, Banking, Equities, Bloomberg Terminal, Mutual Funds, Investments, Bonds, Credit, Valuation, Credit Risk, Capital Markets, Asset Management
Education
New York University 2013 — 2015
Certification in Financial Risk Management
Iona College 2009 — 2010
MBA, Finance
Stonehill College 2005 — 2009
Bachelor of Science, Finance, Philosophy
Two Sigma Investments August 2011 - Present
BNY Mellon May 2011 - August 2011
TUDOR INVESTMENT CORPORATION May 2010 - August 2010
Astex May 2009 - July 2009
Skills
Microsoft Excel, Analysis, Account Reconciliation, @Risk, Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Managment, SEC filings, Investment Management, Asset Management
Education
Iona College 2007 — 2011
BBA, International Business, Mathematics
Santa Maria del Pilar 2004 — 2007
High School, Mathematics
BNY Mellon January 1985 - Present
Skills
COBOL, CICS, JCL
Education
Iona College 1983 — 1987
Master of Science (MS), Computer Science
CCNY 1972 — 1976
Bachelor's degree, Sociology
BNY Mellon April 2008 - February 2011
BNY Mellon March 2002 - June 2004
Lockheed Martin Information Technology August 1998 - February 2001
Education
Jackson State University 1982 — 1996
BS, Mass Communication
BNY Mellon January 2004 - December 2014
BNY Mellon December 1994 - December 2004
BNY Mellon December 1992 - December 1994
Skills
Financial Services, Financial Analysis, Securities, Financial Modeling, Risk Management, Banking, Business Analysis, Alternative Investments, Financial Reporting, Fixed Income, Consolidation, Financial Planning, Asset Management, Account Reconciliation, Vendor Management, Strategic Financial..., Strategic Planning, Financial Markets, SDLC, Process Improvement, FX Accounting, Cash Management, Strategic Partnerships, Financial Risk, International..., Hyperion HFM, PeopleSoft, International Accounting, People Soft General..., SME - People Soft..., Foreign Exchange, Risk, InterCompany...
Education
Iona College 1986 — 1990
BBA, Public Accounting
St Peters Boys
Home November 1999 - Present
Ernst & Young October 1989 - October 1999
KPMG January 1989 - April 1989
BNY Mellon October 1987 - December 1988
Bonwit Teller June 1982 - October 1987
Skills
Income Tax
Education
Iona College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Wipro Technologies October 2011 - Present
Multifonds July 2008 - September 2011
BNY Mellon 2001 - 2008
Skills
Business Strategy, Business Analysis, Requirements Analysis, Derivatives, Fixed Income, Equities, Financial Services, Management, SDLC, Risk Management, Analysis, Hedge Funds, Banking, Asset Management, Investments, Requirements Gathering
Education
Ithaca College 1992 — 1996
Bachelors, Business Administration
BNY Mellon June 2008 - Present
Skills
Leadership, Banking, Business Development, Financial Analysis, Contract Negotiation, Accounting, Recruiting, Analysis, Process Improvement, Finance, Risk Management, Business Analysis, Management, Strategy, Mergers & Acquisitions, Project Management, Strategic Planning, Tax, Marketing, Social Media, Sales
Education
Rochester Institute of Technology 2005 — 2008
MBA, Finance & Accounting
Ithaca College 1997 — 2001
Bachelor, Finance
Mcquaid Jesuit High School
Class of 1997
BNY Mellon April 2012 - Present
SEI Investments Company 2010 - 2012
The Office of Senator Mary Landrieu 2006 - 2006
Skills
Equities
Education
James Madison University
BS, Economics
BNY Mellon July 2014 - Present
BNY Mellon May 2013 - July 2014
State Street June 2012 - May 2013
JK Blackstone May 2010 - August 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Economics & Finance
University of Massachusetts, Amherst
University of Massachusetts, Amherst
Goldman Sachs April 2013 - Present
BNY Mellon June 2012 - April 2013
Madison Investment Fund January 2009 - May 2012
BNY Mellon June 2011 - August 2011
Internet Capital Group May 2011 - June 2011
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Fixed Income, Valuation, Portfolio Management, Economics, Financial Reporting, Finance, Financial Accounting, Spreadsheets, Accounting, Microsoft Excel, Analysis, Equities, Investments, Capital Markets, Investment Banking
Education
James Madison University 2008 — 2012
BBA, Finance
Universiteit Antwerpen 2010 — 2010
BBA, Finance
Bank of New York Mellon 2007 - 2012
BNY Mellon January 2005 - December 2007
BNY Mellon January 2004 - December 2005
Education
Ithaca College
Bachelor of Science (B.S.), Business Administration and Management, General
Fust Charles Chambers LLP January 2013 - Present
BNY Mellon December 2011 - December 2012
Lord & Taylor November 2010 - December 2011
PW Laboratories June 2008 - October 2011
High Esteems Camp Goodwill June 2006 - August 2006
Richard C. Breeden, Inc April 2005 - May 2006
Education
Iona College 2006 — 2010
Bachelor of Science (BS), Accounting
Iona College
B.A
Markit 2010 - 2013
Guggenheim Advisors April 2007 - December 2008
BNY Mellon March 2006 - March 2007
Education
Iona College 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.1
PNC Treasury Management January 2012 - Present
BNY Mellon February 2008 - February 2011
BNY Mellon February 2003 - February 2008
Lockheed Martin April 2001 - February 2003
Lockheed Martin August 1998 - April 2001
Skills
Supervision, Customer Service, Training, 10 Key, Management, Microsoft Excel, Problem Solving, Process Improvement
Education
Jackson State University
Bachelor's degree, Mass Communication/Media Studies
Jackson State University
Bachelor's degree, Mass Communication
CompuCom December 2014 - Present
BNY Mellon April 2012 - September 2012
PNC Bank July 2011 - March 2012
Skills
Desktop Support..., Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Leadership, Training, Photoshop
Education
ITT Technical Institute-Pittsburgh 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services, 3.8 GPA
Deutsche Bank April 2011 - Present
BNY Mellon January 2008 - April 2011
BNY Mellon August 2006 - January 2008
ista North America May 2004 - January 2006
Skills
Banking, Investment Banking, Risk Management, Equities, Project Management, Derivatives, Capital Markets, Microsoft Excel, Finance, Financial Analysis, Portfolio Management, Financial Risk, Financial Markets, Financial Services, Financial Modeling
Education
Jacksonville University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Florida 2001 — 2004
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
BNY Mellon January 1993 - Present
Education
Iona College 1989 — 1991
Master of Business Administration (MBA), Finance, General