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
BNY Mellon August 2010 - Present
MSCI Barra June 2006 - December 2008
US Trust January 2003 - December 2005
deloitte consulting 2001 - 2002
pricewaterhousecoopers 1999 - 2001
Citicorp/Citibank, N.A. 1980 - 1999
New York University January 1984 - June 1998
Skills
Talent Management, Succession Planning, Leadership Development, Organizational..., Performance Management, Organizational..., Change Management, Onboarding, Coaching, Strategic Planning, Organizational Design, Risk Management, Asset Managment, Employee Engagement, Portfolio Management, Mergers, Performance Improvement, Relationship Management, Management Consulting, Executive Coaching, Strategy, Executive Management, HRIS, Mergers & Acquisitions, Employee Benefits, Consulting, Workshop Facilitation, Team Building
Education
New York University
Executive Coaching Certification, Executive Coaching
Assumption College
MA/Advanced Studies, Rehabilitation Counseling
Marist College
BA, English
BNY Mellon March 2008 - Present
STATE STREET INVESTMENT BANK May 2007 - February 2008
BEARING POINT February 2007 - May 2007
IRON AGE CORPORATION August 2006 - January 2007
SEAPORT HOTEL May 2006 - July 2006
Skills
Account Reconciliation, analyzing financial data, Journal Entries, Accounting
Education
Assumption College 2004 — 2011
Master, Business Administration; Accounting, 3.67
Worcester State College 2004 — 2005
Bachelor of Arts, Accounting
BNY Mellon January 2014 - Present
BNY Mellon February 2012 - December 2013
Citizens Bank September 2010 - February 2012
Penn State University August 2003 - June 2006
Skills
Customer Service, Web Design, Telephone Skills, Call Centers, Customer Satisfaction, Banking, Microsoft Office, Customer Experience, Microsoft Excel, Outlook, Sales, Data Entry, Time Management, Credit, Retail Banking, Social Media, PowerPoint, Adobe Creative Suite, HTML
Education
Art Institute of Pittsburgh 2007 — 2009
BS, Web Design and Interactive Media
ADP October 2005 - April 2012
Financial Northeastern Companies January 2003 - October 2005
BNY Mellon July 2000 - June 2002
Bank of Tokyo-Mitsubishi UFJ April 2000 - June 2000
Morgan Stanley Dean Witter March 1999 - February 2000
Thomson Financial/Baseline Financial Services March 1996 - February 1999
Quest Diagnostics October 1991 - February 1996
Hudson County Courthouse 1990 - 1991
Skills
Analysis, Research, Process Enhancement, Business Process..., Writing, Data Analysis, Financial Analysis, Financial Data..., Financial Reporting, Financial Controlling, Microsoft Office, Trading Systems, Financial Calculations, Series 7 (expired), Series 66 (expired), Mutual Funds, 401k, Retirement Services, Account Management, Spreadsheets, Dividends, PeopleSoft, Business Analysis, Financial Modeling, Financial Services, Software Documentation
Education
New Jersey City University
Bachelor of Science (B.S.), Finance
Rutgers, The State University of New Jersey-Newark
St. Aloysius High School
Ateneo de Manila University
Patty B. Lipinski Illustration & Design August 2013 - Present
Owner August 2013 - Present
Independent June 1993 - August 2013
BNYM Mellon /Computershare June 2010 - November 2012
BNY Mellon January 1998 - June 2010
Skills
Illustrator, Drawing, Art, Illustration, Painting, Marketing, Social Media, Art History, Sketching, Graphic Design, Books, Art Exhibitions, Watercolor..., Color Theory, Commissioned Art, Interior Design, Color Pencil..., Fine Art, Photoshop, Rendering, Acrylic Painting, Oil Painting, Photography, Face Painting, Furniture, Microsoft Publisher, Spiritual Writings, Online Marketing, Project Management,...
Education
Art Institute of Pittsburgh 1979 — 1981
Interior Design
South Side Catholic 1968 — 1972
High School, Business/Fine Art
Ashford University August 2012 - Present
BNY Mellon July 2010 - July 2013
BNY Mellon July 2008 - July 2010
New Hope, Inc. February 2003 - September 2008
BNY Mellon July 2005 - July 2007
Milford Public Schools September 1999 - August 2003
The Evergreen Center January 1995 - August 1999
Skills
Applied Behavior..., Mutual Funds, Microsoft Office, Lotus Notes, Research, Legal Compliance, Finance, Retirement Planning, Music, Musical Theatre, Individual Assessment, Individual Counselling, Group Therapy, IEP, Coverdell
Education
Ashford University 2013 — 2015
Bachelor's degree, Applied Behavioral Science, 3.0
Community College of Rhode Island 2003 — 2006
Associate of Arts (A.A.), General Studies, 3.5
BNY Mellon July 2013 - Present
United States Air Force April 2004 - September 2012
Mountain Springs Spas March 2002 - December 2002
Skills
Operations Management, Postal Regulations, Microsoft Office, Forklift Operator, Maintenance Management, Troubleshooting, Inspection, Power Tools, Security Operations, Plumbing, Contract Negotiation, Finance, Maintenance, Management, Microsoft Excel, Process Improvement, Project Management, Security Clearance, Supervisory Skills, Team Leadership, Time Management
Education
Ashford University 2013 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General
Boston Financial Investment Management April 2014 - Present
AEW Capital Management March 2012 - April 2014
BNY Mellon September 2008 - March 2012
Skills
Investment Properties, Investments, Asset Management, Valuation, Accounting, Financial Analysis, Finance, Portfolio Management, Mutual Funds, Customer Satisfaction, Event Management, Due Diligence, Microsoft Office, Bloomberg, Asset Managment, Microsoft Excel, Private Equity, PowerPoint, Advent, Real Estate Financing, Affordable Housing, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Boston University 2013 — 2015
Certificate, Real Estate Finance and Commercial Real Estate
University of Massachusetts Dartmouth 2003 — 2007
BA, Marketing
Bond University 2007 — 2007
Study Abroad, Australia
Citi January 2015 - Present
Aidells December 2013 - April 2015
BNY Mellon July 2014 - January 2015
Citibank / Randstad November 2012 - July 2013
RLI Insurance Company November 2010 - February 2013
Citibank / Randstad July 2010 - July 2011
Leeber Limited / Contemporary Staffing August 2010 - November 2010
Creative Home Solutions February 2010 - July 2010
Barclays / Contemporary Staffing October 2009 - February 2010
Shone Lumber July 2007 - August 2009
Skills
Data Entry, Kitchen & Bath Design, Kitchen Remodeling, Banking, Property & Casualty..., Commercial Insurance, Collections, Sales, Public Sector, Customer Service, Management, Recruiting, Training, Leadership, Human Resources, Time Management, Interviews, Microsoft Office, Microsoft Excel, Talent Acquisition
Education
Art Institute of Philadelphia
Emerson Process Management January 2015 - Present
CDI/EMERSON November 2013 - Present
BNY Mellon 2011 - 2013
US Navy June 2000 - June 2004
Skills
Equities, Financial Services, Securities, Investments, Analysis, Mutual Funds, Leadership, Banking, Training, Fixed Income, Sales, Time Management, Human Resources, Finance
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), GLOBAL MANAGEMENT
Ashford University 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor of Arts (BA), General Studies
SunEdison August 2015 - Present
BNY Mellon April 2012 - August 2015
PNC April 2007 - April 2012
TJX July 2001 - April 2005
State Police in Tirana, Albania February 1997 - December 1999
Albanian State Police (District 3) Tirana, Albania June 1996 - March 1997
Skills
Analytical Skills, Great communications..., Team-oriented, Learning Quickly, Languages, Cross-functional Team..., Financial Analysis, Account Reconciliation, Analysis, Financial Statements
Education
Assumption College 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Worcester State College 2005 — 2010
Bachelor's degree, Accounting and Finance
Police Academy of Tirana, Albania 1993 — 1996
Bachelor's degree, Criminal Justice/Police Science
rue21 September 2014 - Present
BNY Mellon January 2013 - September 2014
BNY Mellon May 2010 - December 2012
Pittsburgh Symphony Orchestra July 2008 - May 2010
Skills
InDesign, Graphic Design, Logo Design, Typography, Photoshop, Illustrator, Layout, Web Design, Graphics, Corporate Identity, Dreamweaver, Illustration, Adobe Acrobat, Cvent, ExactTarget, Mobile Design, Art Direction, Direct Mail, Digital Media
Education
Art Institute of Pittsburgh 2005 — 2008
Bachelor of Science Degree, Graphic Design
Holy Temple Church of the Fresh Harvest 2010 - Present
BNY Mellon July 2010 - August 2015
PNC Global Investment Servicing September 2006 - June 2010
Skills
Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Services, Securities, Bloomberg, Derivatives, Asset Management, Risk Management, Business Analysis, Investment Banking, Financial Analysis
Education
Ashford University 2011 — 2013
Bachelor of Arts (B.A.), Business Information Systems, 3.86 GPA
Delaware Technical and Community College-Stanton-Wilmington 1991 — 1995
Associate of Arts and Sciences (A.A.S.), Accounting
Eaton Vance January 2015 - Present
Assumption College September 2012 - Present
BNY Mellon May 2013 - January 2015
North Reading Middle School June 2012 - September 2012
Carnegie Mellon PNC May 2009 - September 2012
North Reading Parks and Recreation June 2007 - August 2008
Skills
Economics, Finance, Teamwork, Accounting, Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Higher Education, Training, Timely Decision Making, Leadership, Investments, Mac OS, Windows 7, Windows, Photoshop, Hockey, Mental Health Counseling
Education
Assumption College
Bachelor's Degree, Economics, Graduate
Things Remembered October 2014 - Present
Sears Outlet Stores, LLC April 2014 - Present
Costume SuperCenter March 2013 - October 2013
Birthday in a Box, Inc. March 2013 - October 2013
Randstad/Citizens Bank Call Center March 2012 - June 2012
BNY Mellon June 2011 - March 2012
jcpenney November 2009 - June 2011
Au Bon Pain January 2010 - July 2010
Skills
Customer Service, Money, Money Handling, Great attention to..., Fast learner, strongly motivated, Dedicated to helping..., Patience, self starter, Great computer knowledge, networking, drawing, concept art and design, painting, data entry, arts and crafts, Sales, Data Entry, Inventory Management, Retail Sales, Visual Merchandising, Cashiering
Education
Pittsburgh Technical Institute 2009 — 2010
Graphic Design
Art Institute of Pittsburgh 2007 — 2009
Graphic Design
New Brunswick High School 2003 — 2007
High School Diploma
BNY Mellon March 2013 - Present
Education
Austin Peay State University 2000 — 2002
EMC July 2013 - Present
BNY Mellon May 2012 - August 2012
Babson College January 2012 - May 2012
Gemvara January 2012 - May 2012
Babson College Webster Center January 2010 - May 2012
Needham Pool and Racquet Club June 2006 - May 2012
NHS London SHA September 2011 - December 2011
Totes2Promote December 2009 - May 2010
Publishers September 2009 - May 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Facebook, Access, Public Speaking, Data Analysis, Management, Social Networking
Education
Babson College 2009 — 2013
Bachelor’s Degree, Business Management; Finance and International Business
University of Westminster 2011 — 2012
Needham High School 2005 — 2009
High School Diploma
Goldman Sachs May 2015 - Present
Project 99 January 2015 - Present
KPMG August 2013 - August 2014
EY June 2013 - August 2013
BNY Mellon July 2012 - August 2012
Skills
Leadership, Entrepreneurship, Fundraising, Public Relations, Public Speaking, Communication, Strategy, Business Planning, Community Outreach, Social Networking, Highly Dedicated, Finance, Accounting, Proposal Writing, Blogging, Digital Marketing, Project Planning, Teaching, Social Entrepreneurship, Private Banking, Investments, Data Analysis, Asset Management, Capital Markets, Latin American markets, Market Development, Thought Leadership, Training, Work-based Learning, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Babson College 2013 — 2017
Bachelor's Degree, Sophomore
Babson BRIC: The Cornerstone of the New Global Economy
Academy of Finance and Enterprise 2009 — 2013
Doulos Discovery School 2011 — 2012
AgriLogic November 2014 - Present
Big Angry Pixel, LLC 2003 - June 2015
Bank of America 2004 - 2006
Primuni, LLP 2002 - 2003
BNY Mellon 2001 - 2003
eToll/FFWD>> 2000 - 2001
Sneakerlabs Software, Inc./ Octane Software/ E.piphany Inc 1997 - 1999
PNC 1996 - 1997
Skills
Web Design, User Interface Design, Graphic Design, Flash, Illustration, Logo Design, Illustrator, Graphics, Web Development, User Experience, InDesign, Dreamweaver, Photoshop, User Interface, Typography, Editing, Creative Direction, CSS, HTML, Advertising, Multimedia, WordPress, Usability, ActionScript, Animation, Adobe Creative Suite, Interaction Design, Information Architecture
Education
University of Arizona
Bachelor of Fine Arts (B.F.A.) in Media Arts, Film/Cinema/Video Studies
Art Institute of Pittsburgh 1996 — 1997
Computer Animation and Multimedia
BNY Mellon May 2014 - Present
Lockheed Martin July 2013 - April 2014
MicroTech January 2013 - June 2013
Pennsylvania Army National Guard December 2008 - May 2013
BAE Systems May 2012 - December 2012
BAE Systems February 2012 - April 2012
US Army February 2002 - December 2008
Tollgrade Communications June 2000 - December 2001
Oberg Industries September 1997 - May 1999
Skills
Adobe Creative Suite, HTML 5, CSS3, AMHS, ArcGIS, Analyst Notebook, Google Earth, Intelink, Pathfinder, Gemini, FalconView, DCGS-A, Gale-Lite, Microsoft Office..., Intelligence Analysis, Intellectual Property, DoD, Army, Signals Intelligence, Government, Government Contracting, JavaScript, ColdFusion, Security Clearance, Microsoft Office, Web Design, Website Development, Web Development, Military, Intelligence Community, Intelligence, Top Secret, SIGINT, Military Operations, Sharepoint 2007, Sharepoint 2010, Sharepoint Designer, Da Vinci Sharepoint..., Active Directory..., Security, Military Experience, Tactics, Leadership, C4ISR, Electronic Warfare, Computer Security, COMSEC, Command, Organizational..., Active DoD Secret...
Education
Art Institute of Pittsburgh 2010 — 2016
Bachelor of Applied Science (B.A.Sc.), Web Design and Interactive Media, B
Art Institute of Northern Virginia 2012 — 2012
Bachelor of Fine Arts (BFA), Graphic Web Design
ITT Technical Institute-Pittsburgh 1999 — 2001
Associate of Arts and Sciences (AAS), Electrical and Electronics Engineering, B
BNY Mellon September 2014 - Present
BNY Mellon February 2010 - September 2014
ProGrass LLC November 2008 - February 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Accounting, Financial Statements, Accruals, Bank Reconciliation, General Ledger, PowerPoint, Microsoft Excel, Microsoft Office
Education
Ramapo High School 1999 — 2003
Asbury University
Bachelor of arts, Accounting
BNY Mellon May 2014 - Present
BNY Mellon November 2012 - May 2014
BNY Mellon October 2011 - November 2012
United States Army Reserve June 2009 - May 2012
Professional Fitness January 2007 - June 2009
Skills
Health Promotion, Health Program Planning, Healthcare, Fitness Training, Exercise Physiology, Health, Fitness, Corrective Exercise, Human Resources, HR Policies, Employee Relations, Conflict Resolution, Employee Training, Leadership, PeopleSoft, Leadership Development, Personnel Management, Recruiting, Training, Policy, Organizational..., Health Insurance, Corrective Actions
Education
University of Pittsburgh 2015 — 2016
Post-Baccalaureate Certificate, Accounting
California University of Pennsylvania 2013 — 2014
Master's of Science (MS), Exercise Science and Health Promotion: Performance Enhancement and Injury Prevention
Ashford University 2012 — 2013
Bachelor of Arts (BA), Organizational Management
United States Army Adjutant General School Soldier Support Institute 2009 — 2009
Diploma, Human Resources
BNY Mellon December 2005 - Present
Premier Designs July 2011 - July 2013
Mellon Financial Corporation January 2005 - December 2005
Mellon Financial Company December 1998 - December 2004
Mon Valley Travel August 1995 - April 1997
Skills
Mutual Funds, Fixed Income, Financial Services, Equities, Account Reconciliation, Risk Management, Accounts Receivable, Process Improvement, Team Building, Microsoft Office, Customer Service, Project Management
Education
ICM School of Business - Pittsburgh 1995 — 1996
Associates Degree in Specialized Business, Accounting Management
Art Institute of Pittsburgh 1992 — 1995
Associates Degree in Specialized Technology, Interior Design
KPMG September 2015 - Present
KPMG December 2013 - September 2015
PHH Corporation April 2013 - December 2013
Auburn University August 2011 - December 2012
McFadden's at Citizens Bank Park January 2004 - July 2012
BNY Mellon July 2010 - April 2011
BNY Mellon April 2008 - July 2010
Legacy Planning Partners August 2007 - December 2007
Skills
Statistics, Research, SPSS, Data Analysis, R, Microsoft Office, PowerPoint, Teaching, Higher Education, Stata, Microsoft Excel
Education
Auburn University 2011 — 2012
Master of Science (M.S.), Applied Economics
West Chester University 2004 — 2007
B.S, Finance
Thomson Country Club March 2014 - Present
DBA Crystal Communications 2003 - Present
Ernst & Young January 1995 - February 2001
BNY Mellon February 1988 - May 1995
Investors Bank & Trust 1986 - 1988
Skills
Marketing Communications, Marketing, Email Marketing, Copywriting, Editing, Newsletters, Advertising, Online Advertising, Social Media Marketing, Internal Communications, Public Relations, Press Releases, Brochures, Marketing Strategy, Blogging, Collateral, Market Research, Sales Proposals
Education
Assumption College 1982 — 1986
Bachelor of Arts (B.A.), Business Management
Northeastern University 1988 — 1990
Part Time MBA Program
Morgan Stanley September 2015 - Present
BNY Mellon January 2005 - September 2015
The Bank of New York 2005 - 2009
Reuters February 1999 - November 2002
Hearst Magazines January 1996 - January 1999
American Express January 1990 - January 1996
Skills
Expense Management, Lotus Notes, Expense Reports, Travel Arrangements, Calendaring, Spreadsheets, High Level Of..., Trading Floor, Expenses, Diary Management, Project Planning, Project Management, Project Coordination, Management, Confidentiality, Concur, Access, PowerPoint, Banking, Customer Service, Microsoft Excel, Outlook, Risk Management, Process Improvement, Administration, Time Management
Education
Ashford University 2010 — 2012
Bachelor's Degree,, Organizational Management
EDMC 2009 - 2013
Sanford Brown Institute 2006 - 2011
BNY Mellon 2006 - 2009
PepsiCo 2001 - 2004
Skills
Microsoft Excel, Customer Service, Microsoft Office
Education
Art Institute of Pittsburgh 2012 — 2014
Bachelor's Degree, Culinary Arts/Chef Training, 4.0
Point Park University 2004 — 2006
Master of Business Administration (MBA)
University of Pittsburgh 1997 — 2001
Bachelor of Business Administration (B.B.A.)
BNY Mellon March 2015 - April 2015
SunTrust Investment Services January 2012 - August 2014
Sterling Health and Wellness, Inc. February 2007 - August 2014
SunTrust Bank September 2010 - December 2011
QinetiQ North America May 2009 - October 2009
Skills
Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Investments, Management, Financial Planning, Banking, Microsoft Excel, Risk Management, Corporate Finance, Financial Services, Credit, Investment Strategies, Valuation, Equities, Investment Management, Economics, Financial Advisory, Strategy, Asset Management, Analysis, Fixed Income, Alternative Investments, Business Strategy
Education
University of Cambridge 2014 — 2015
Master of Business Administration (M.B.A.), Finance
Auburn University 2004 — 2008
Bachelor's Degree, Economics, Finance, summa cum laude
BNY Mellon June 2012 - Present
Bainco International Investors September 2010 - June 2012
Charles Schwab October 1997 - July 2010
Education
The University of Chicago 1990 — 1992
MBA, Finance
Babson College 1982 — 1986
B.S., Finance / Investments
Ameriprise Financial Services, Inc. March 2014 - Present
NASDAQ OMX June 2013 - February 2014
Thomson Reuters April 2012 - May 2013
Fidelity Investments November 2011 - January 2012
Wellington Management February 2008 - October 2011
BNY Mellon April 2006 - January 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Compliance Management, Auditing, Operations Management, Project Planning, Project Implementation, System Testing, Group Presentations, Customer Presentations, Subscription Management, Client Relations, System Administration, Microsoft Office, Business Continuity..., Vendor Management, Policy Analysis, Internal Controls, Training Manuals, SharePoint, Database Administration, SEC reporting, Reporting & Analysis, Compliance, Analysis, SEC filings, SQL, PeopleSoft, Integration, Forecasting, Change Management, Securities, Governance, Management, Business Analysis, Equities, Risk Management, Financial Services, Project Management
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, Organizational Behavior
Babson College 1996 — 2000
Bachelor of Science, Finance and International Studies
Wellesley High School 1992 — 1996
Dealertrack Technologies November 2014 - Present
BNY Mellon December 2013 - November 2014
Citi August 2011 - December 2013
Markit / MarkitSERV April 2008 - August 2011
douglasWare Technology January 1998 - September 2008
JP Morgan Chase August 2004 - March 2008
Citi Group February 1995 - August 2004
Bear Stearns Asset Management August 1994 - February 1995
Merrill Lynch June 1993 - August 1994
Skills
Enterprise Architecture, Solution Architecture, SaaS, Enterprise Software, Java Enterprise Edition, Software Project..., Big Data, Software Development, Integration, Databases, SDLC, SOA, Technical Leadership, J2EE Application..., Agile Project Management, Program Management, IT Strategy, Business Process, IT Service Management, PaaS, Cloud Computing, Business Analysis, Data Warehousing, Cloud Computing IaaS, Infrastructure, Web Services
Education
Coursera 2012 — 2014
NFJS Enterprise Software Development Conference 2011 — 2014
Azerbaijan State Oil Academy
Master’s Degree, Computer Science and Applied Mathematics
Azerbaijan State Oil Academy
BBVA Compass May 2014 - Present
BBVA Compass September 2008 - April 2014
BNY Mellon 2006 - 2008
AmSouth Bank August 2004 - January 2006
SouthTrust Bank June 1991 - July 2004
Skills
Chartered Bank Auditor, Certified Trust Auditor, Certified Securities..., Credit, Mortgage Lending, Financial Services, Wealth Management, Consumer Lending, Financial Risk, Operational Risk, Credit Risk, Banking, Commercial Banking, Corporate Trust, Personal Trust..., Portfolio Management, Private Banking, Retail Banking, Risk Management
Education
Auburn University at Montgomery 1979 — 1986
Bachlor of Science, Finance
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
BNY Mellon July 2012 - Present
BNY Mellon August 2010 - July 2012
Marlborough Public Schools April 2010 - August 2010
Care Management International July 2009 - January 2010
American Consumer Credit Counseling December 2008 - June 2009
HiWired, Inc. March 2008 - November 2008
US Army May 2003 - May 2006
Skills
Military, Leadership, Training, Analysis, Microsoft Excel, Army, Team Building, Financial Analysis, Public Speaking, Account Management, Customer Service, Data Analysis, Government, Leadership Development, Management, Microsoft Word, Office Management, Program Management, Sales, Security Clearance, Supervisory Skills, Accounting, Command, Conflict Resolution, Time Management
Education
Assumption College 2014 — 2018
Master of Business Administration (MBA)
Massachusetts Bay Community College 2012 — 2013
Certificate, Accounting
Boston College 1999 — 2003
BA, Political Science minor in Russian/Eastern European Studies
Quench USA, Inc. October 2014 - Present
Wilco Electronic Systems Inc June 2013 - September 2014
CMC Energy August 2012 - April 2013
BNY Mellon April 2012 - August 2012
Brown McKinney Real Estate August 2011 - March 2012
1&1 Internet AG February 2011 - August 2011
Comcast October 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation
Education
Ashford University 2012 — 2016
Bachelor of Arts (BA), Organizational Management
Strayer University (VA) 2008 — 2010
Associate of Arts (AA), Accounting
DPT Business School 2008 — 2008
Diploma, Accounting
BNY Mellon June 2015 - Present
M Damba Collections January 2013 - Present
COR FS June 2011 - June 2015
Primerica May 2011 - December 2011
Babson College August 2008 - May 2011
Babson College June 2008 - May 2011
Year Up May 2010 - September 2010
Deval Patrick Campaign May 2010 - August 2010
Massachusetts democratic party diversity program June 2009 - August 2009
JP Morgan July 2007 - August 2007
Skills
Entrepreneurship, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Portfolio Management, Business Strategy, Finance, Business Development, Management, Market Research, Social Media, Leadership, Public Speaking, Marketing
Education
Babson College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and International Business
Boston Community Leadership Academy 2003 — 2007
High School Diploma
CFA Institute
CFA level 1 candidate
ARRIS April 2015 - June 2015
Health Advocate September 2014 - November 2014
MSI International February 2014 - June 2014
Company Voice September 2013 - December 2013
ProCall Solutions July 2012 - November 2012
BNY Mellon November 2011 - March 2012
Citi June 2009 - March 2011
Vanguard November 2007 - April 2009
Philadelphia University July 2006 - April 2007
Skills
Animation, Maya, Computer Animation, After Effects, Adobe Creative Suite, 3D Studio Max, Microsoft Word, Public Speaking, Spanish, 3D Modeling, Customer Service
Education
Art Institute of Philadelphia 1993 — 1995
Associate Degree in Specialized Technology, Animation & Multimedia, 3.8
Art Institute of Philadelphia 1993 — 1995
Associates Degree, Specialized Technology; Animation & Multimedia
Cardinal Dougherty High School 1989 — 1994
Diploma, Fine/Studio Arts, General
Cardinal Dougherty 1989 — 1993
Diploma, General Studies / Religion / Fine Arts, 3.8
PNC March 2015 - Present
Consulting to Department of Energy - National Energy Technology Laboratory February 2015 - Present
BNY Mellon November 2011 - January 2015
Private company August 2011 - November 2011
PPG Industries January 2011 - July 2011
PPG Industries July 2009 - February 2011
HM Insurance Group September 2010 - 2010
PPG Industries April 2007 - June 2009
PPG Industries December 2005 - April 2007
PPG Industries April 2001 - December 2005
Skills
PMP Certified, Business Analysis, SDLC, Process Improvement, IT Strategy, Project Management, Requirements Analysis, Software Project..., Business Process..., Six Sigma, Vendor Management, Requirements Gathering, Business Intelligence, PMP, Strategy, Integration, ERP, Oracle, Management, Project Portfolio..., Microsoft SQL Server, Business Process, Project Planning, Databases, Leadership, Analysis
Education
American Society for Quality 2010 — 2010
CSSGB, Six Sigma
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
MBA, Operations, Supply Chain, Strategy
Robert Morris University 1997 — 1999
MS, Communications and Information Systems
B. M. S. College of Engineering 1989 — 1993
BE, Information Science and Technology
PNC March 2015 - Present
FHLBank Pittsburgh November 2014 - February 2015
PNC May 2014 - November 2014
NNDS - National Network of Digital Schools December 2013 - April 2014
Federated Investors, Inc. August 2013 - November 2013
Thermo Fisher Scientific November 2012 - July 2013
PNC April 2012 - September 2012
Westinghouse Electric Company July 2012 - August 2012
BNY Mellon December 2010 - April 2012
ServiceLink May 2010 - December 2010
Skills
SDLC, Visio, Project Management, SharePoint, Training, Vendor Management, PMP, Integration, Business Analysis, Software Project..., MS Project, Microsoft SQL Server, Business Process, Project Planning, Disaster Recovery, Databases, Requirements Gathering, Process Improvement, Project Portfolio..., Team Leadership, Quality Assurance, Risk Management, Telecommunications, Requirements Analysis, E-commerce, Program Management, Agile Project Management, Testing, Business Process..., Business Requirements, Information Technology, SQL, Software Development, PMO, ITIL, Visual Basic, IT Management, Business Intelligence, CRM, Enterprise Architecture, Outsourcing, ERP, Agile Methodologies, Software Documentation, Analysis, Banking, PMO Development, Higher Education, Secondary Education, Curriculum Integration
Education
Art Institute of Pittsburgh 2000 — 2001
Associate's Degree, Web Design, 3.9
Slippery Rock University of Pennsylvania 1990 — 1991
Master's degree, International Business
Slippery Rock University of Pennsylvania 1986 — 1990
BA, Information Systems w/ minor in Communications
T. Rowe Price Associates March 2004 - Present
Allwin Data (acquired by ERX->Emdeon) 2003 - 2004
BNY Mellon 1997 - 2003
Deloitte & Touche Consulting Group 1996 - 1997
Reese Brothers, Inc. 1993 - 1996
EPD Design Group 1990 - 1993
Skills
CRM, Email Marketing, Business Analysis, Integrated Marketing, Competitive Analysis, Direct Marketing, Marketing Strategy, Lead Generation, Analytics, Strategy, Project Management, Change Management, Financial Services, Mutual Funds, Marketing, Strategic Consulting, Business Process..., Enterprise Software, Training, Program Management, Management, Leadership, Analysis, Business Development
Education
Business Relationship Management Institute
Business Relationship Management Professional, Certification
Northwestern University - Kellogg School of Management 2011 — 2011
Strategic Data Driven Marketing, Executive Education
Chatham College 1992 — 1994
Advanced Degree Studies
Art Institute of Pittsburgh 1990 — 1991
Publication Design, Certificate
Indiana University of Pennsylvania 1986 — 1990
Journalism/PR and Marketing, Bachelor of Arts (B.A.), Summa Cum Laude
BNY Mellon February 1996 - Present
BNY Mellon 1996 - 2013
Skills
Internal Communications, Project Management, Strategic Communications, Corporate Communications, Strategic Planning, Strategy, Employee Engagement, Change Management, Marketing Communications, Leadership, Management, Vendor Management, Program Management, Business Strategy, Stakeholder Management, Graphic Design, Business Process..., Process Improvement, Training, Marketing, Communications Planning, Newsletters, Financial Services
Education
Indiana University of Pennsylvania 1983 — 1986
Bachelors degree, Fine Arts
Art Institute of Pittsburgh
Culinary Arts/Chef Training
BNY Mellon April 2013 - Present
Colt Resources March 2012 - October 2012
Arrowhead Business and Investment Decisions November 2011 - January 2012
Total Access Communication Plc. March 2010 - January 2011
Government Pension Fund October 2005 - September 2009
Siam Cement Plc October 2001 - May 2003
Skills
Investor Relations, Corporate Finance, Financial Analysis, Fundamental Analysis, Capital Markets, Credit Analysis, Financial Modeling, Financial Services, Management, Investments
Education
New York University 2011 — 2012
Certificate, Investor Relations
University of Exeter 2003 — 2004
Master of Science, Financial Management
Assumption University 1997 — 2001
Bachelor in Business Administration, Accounting
BNY Mellon July 2013 - Present
BNY Mellon June 2007 - July 2013
Kitty's Restaurant March 1996 - August 2012
BNY Mellon December 2003 - June 2007
Skills
PowerPoint, Series 7, Series 63, Fixed Income, Equities, Asset Managment, Asset Allocation, Investments, Relationship Management, Microsoft Excel, Series 6, Asset Management, Mutual Funds, Investment Management, Securities, Client Services, Investment Strategies, Financial Services
Education
Assumption College 1999 — 2003
Bachelor Degree, International Business
Andover High School 1995 — 1999
BNY Mellon 2010 - 2014
PNC 2004 - June 2010
PFPC 2001 - 2004
Skills
Talent Management, Employee Engagement, Leadership Development, Performance Management, Onboarding, Succession Planning, Change Management, Employee Training, Training, Organizational..., Human Resources, Organizational..., Consulting, Workforce Planning, Team Building, Training Delivery, Career Development, Performance Improvement, Talent Acquisition, Financial Services, Management Consulting, Needs Analysis, Client service, Problem Solving, Real Estate, Client Services, Real Estate Transactions, Real Estate Marketing, Commercial Real Estate
Education
Auburn University
Master's Degree, Organizational Communications
University of Maine at Presque Isle
Bachelor's Degree, Communication
Rue La La March 2015 - Present
Rue La La November 2014 - March 2015
Rue La La April 2013 - November 2014
Rue La La December 2012 - April 2013
Welch's September 2012 - November 2012
BNY Mellon January 2012 - June 2012
Keane, an NTT Data Company 2008 - 2011
Synta Pharmaceuticals Corp 2006 - 2008
Millennium Pharmaceuticals 2005 - 2006
Wellington Management Company, LLP 2000 - 2005
Skills
Financial Reporting, Process Improvement, PeopleSoft, Financial Analysis, Due Diligence, Internal Controls, Team Building, Customer Service, Financial Accounting, Excel, Team Management, Integrity, Supervisory Skills, Essbase, Tableau, Cognos, nVision, Technology Integration, Report Writing, Analytical Abilities, System Administration, Thinking Outside The Box, Internal Reporting, Streamlining Operations, Optimization, Technology Needs..., Problem Solving, Data Mining, Troubleshooting, Data Modeling, Information Technology, Great Plains, Reconciliation, Team Leadership, Team Oriented, Training Staff, Implementation Of..., Transfer Pricing, Mentoring, Cash Flow, Cash Flow Forecasting, Financial Modeling, Query Writing, Inventory Analysis, Accounts Payable..., PowerPoint, Smart View
Education
Rensselaer Polytechnic Institute 1987 — 1988
Master of Business Administration, Management Information Systems
Babson College 1981 — 1983
Bachelor of Science, Accounting
Morgan Stanley April 2014 - Present
Boston Private Bank & Trust October 2011 - April 2014
BNY Mellon June 2010 - July 2011
Citibank N.A. October 2006 - June 2010
RBS Citizens January 2003 - October 2006
Education
Babson College 1990 — 1993
BS, Entrepreneurial Stdies
Boston University Graduate School of Management 2000 — 2002
MBA, Corporate Finance
Sofiya Mozley September 2011 - Present
BNY Mellon November 2010 - Present
Pittburgh Fashion Week June 2011 - September 2011
Sneaker Villa June 2011 - September 2011
Skills
Fashion Design, pattern making, Photoshop, Illustrator, Tech Packs, Industrial Sewing, Pattern Design, Design Patterns, Fitting, Garment Fitting, Dresses, Outerwear, Creative Pattern Cutting, Concept Development, Gerber Accumark, Embellishment, Mood Boards, Textiles, Styling, Sewing, Fashion Illustration, Sketching, Trend Forecasting, Merchandising, Apparel, Fashion, Trend Analysis
Education
Art Institute of Pittsburgh 2011 — 2013
Fashion Design
Kaplan Career Institute
Fashion Merchandising, Associates
Pennsylvania State University-Erie Campus 2007 — 2008
Freelance December 2014 - Present
BNY Mellon September 2011 - Present
Butzik LLC (bteamphoto) April 2005 - Present
Skills
Web Development, Ruby on Rails, VBA, Photography, Full Stack, HTML5, CSS, jQuery, JavaScript, MVC, UX Design, Portraits, Weddings, Lighting, Advertising, Fashion, Editorial, Lighting Design, Film, Photoshop, Adobe Creative Suite, Fashion Photography, Social Media, Photos, Digital Photography, Image Editing, Creative Direction
Education
Bloc 2014 — 2015
Full Stack Web Development
Art Institute of Pittsburgh 1996 — 1998
Associates, Computer Animation & Multimedia
BNY Mellon September 2014 - Present
State Street Corporation January 2014 - February 2014
State Street Corporation May 2006 - January 2014
State Street Corporation May 2005 - May 2006
Analog Devices Inc. February 2004 - April 2005
State Street Corporation February 2003 - February 2004
Ernst & Young January 2001 - January 2003
Skills
Financial Reporting, Asset Management, Financial Statements, Hedge Funds, Risk Management, Banking, IFRS, General Ledger, Investments, Derivatives, Alternative Investments, GAAP, US GAAP, Bloomberg, Accounting, Strategic Financial..., Fund Accounting, SEC filings, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Process Improvement, Budgets, Internal Audit, Private Equity, Equities, Mutual Funds, Due Diligence, Finance, Auditing, Compliance, Financial Accounting, Financial Modeling, Financial Services, Forecasting, Fund Of Funds, Internal Controls, Middle Office, Securities Lending, Tax, Valuation, SEC Filings, Financial Planning
Education
Babson College 1994 — 1996
Bachelor of Science (BS), Accounting
N/A November 2009 - Present
BNY Mellon June 2008 - September 2009
Mellon Financial Corp. October 1997 - March 2007
ITT Sheraton April 1997 - August 1997
AMPCO System Parking September 1996 - March 1997
ITT Sheraton July 1992 - October 1996
Mellon Financial Corp. (via ALZED Enterprises, Ltd.) April 1990 - February 1991
United States Air Force April 1982 - July 1983
Skills
Troubleshooting, Analysis, Composition, Customer Service, Process Improvement, Project Management, Performing, Guitar, Guitarist, Songwriting, Music, Concerts, Music Production, Singing, Poetry, Creative Writing, Vocalist, IT Operations, Data Center, Hand Percussion, Teaching, Management, Microsoft Excel
Education
Community College of Allegheny County 1991 — 1992
Modern Office Systems Training
Art Institute of Pittsburgh 1983 — 1984
Commercial Art
Chanute AFB Technical Training School 1982 — 1982
Maintenance Analysis Specialist 39130A
North Hills High School 1981 — 1981
GED
Lawrence County Area Vocational - Tech School 1980 — 1981
Electronics
Saint Aloysius Gonzaga
NetNearU September 2009 - August 2011
BNY Mellon August 2007 - August 2009
West Corporation July 2005 - July 2007
DecisionOne January 2005 - June 2005
Universal Computer Systems December 2002 - December 2004
OfficeMax September 1997 - September 1999
Skills
Troubleshooting, Customer Service, Microsoft Office, Operating Systems, Excel, Word, SQL, PowerPoint, Call Center, Testing, Customer Relations, Outlook, XP, Computer Hardware, Printers, Documentation, Windows, Software Installation, Cabling, Access, Problem Solving, Customer Satisfaction, Technical Writing, Quality Assurance, Account Management, Visio, HTML, Team Building, Mac OS X, Vendor Management, Product Management, Security, DNS, Research, Data Analysis, Laptops, VPN, Desktop Support, Hardware, TCP/IP, Lotus Notes, MS Project, Windows 7, Technical Training, Routers, Deployment, Databases, System Administration, DHCP, Team Leadership
Education
Austin Community College 2011 — 2015
Associate’s Degree
Texas A&M University 1996 — 2000
Bachelor’s Degree
Mclennan Community College 1997 — 1997
Supplemental to Texas A&M
Blinn College 1996 — 1997
Supplemental to Texas A&M
Lohez 9/11 Scholarship Foundation June 2015 - Present
Bale/Doneen Practice, LLC April 2015 - Present
NextLevel Practice 2014 - Present
Baruch College 2009 - 2014
Joffrey Ballet School 2007 - 2013
BNY Mellon 2009 - 2009
AllianceBernstein LLP 2008 - 2008
Professional Entertainment Strategies 2006 - 2007
Stevens Institute of Technology 2001 - 2007
Nordson Corporation 1996 - 2000
Skills
Strategy, Project Management, Strategic Planning, Program Management, Marketing, Data Analysis, Public Speaking, Analysis, Business Development, Market Research, Management Consulting, Sales, Business Strategy, Due Diligence, Proposal Writing, Time Management, Entrepreneurship, Event Planning, Project Planning, Management, Leadership, Nonprofits, Financial Analysis, Film, Team Leadership, Leadership Development, Social Media, Social Networking, Change Management, Budgets, Team Building, Training
Education
Auburn University
Master of Business Administration (M.B.A.)
Clemson University
Bachelor's Degree, Mechanical Engineering
Stevens Institute of Technology
Master's Degree, Management / Project Management
BNY Mellon October 2012 - Present
BNY Mellon 2008 - 2012
State Street 2007 - 2008
State Street 2006 - 2007
Skills
Client Service Oriented, Global Custody, Management, Financial Services, Relationship Management, Customer Service, Mutual Funds, Investments, Sales, Finance, Leadership, Strategic Planning, Equities, Fixed Income
Education
Assumption College 1996 — 2000
Bachelor's degree, Business Management
Boston University
Masters of Science, Financial Economics
Volt February 2015 - Present
OneWest Bank July 2014 - December 2014
Texas Department of Aging and Disability Services April 2014 - July 2014
UNITED PROTECTIVE SERVICES November 2013 - April 2014
Marsh August 2013 - October 2013
OneWest Bank October 2011 - June 2012
English Program in Korea February 2011 - February 2012
BNY Mellon August 2010 - September 2011
Bordes Law October 2009 - August 2010
White Lodging Services April 2006 - April 2009
Skills
Financial Analysis, Web Design, Online Marketing, Legal Research, Financial Modeling, VBA, SQL, Cash Flow, Cash Flow Forecasting, Korean, Cultural Awareness, Customer Service, Financial Reporting, JavaScript, HTML, CSS, Wordpress, jQuery, MySQL, Python
Education
Austin Community College 2015 — 2015
APT, Data Modeling/Warehousing and Database Administration
University of Colorado at Colorado Springs 2004 — 2008
Bachelor of Science in Business Adminstration
City of Worcester September 2012 - Present
Adelante Worcester January 2012 - Present
Latino Education Institute December 2011 - August 2012
Youth Opportunities Upheld, Inc. September 2007 - August 2011
BNY Mellon February 2007 - September 2007
Skills
Non-profits, Program Development, PowerPoint, Public Speaking, Microsoft Office, Spanish, Strategic Planning, Team Building, Program Management, Mentoring, Social Media Marketing, Coaching, Higher Education, Team Leadership, Training, Nonprofits, Budgets
Education
Assumption College
Master of Business Administration (M.B.A.), Nonprofit Management
University of Massachusetts, Amherst 2004 — 2007
BA, Economics
BNY Mellon May 2014 - Present
Marc Jacobs September 2013 - April 2014
Robert Half Management Resources September 2011 - April 2014
Citi September 2011 - September 2012
Wyckoff Heights Medical Ctr September 2010 - September 2011
Insurance Brokerage Client January 2005 - August 2010
IZA Compuworks Company February 1999 - January 2005
Skills
MS Project, Visio, SAS, Access, SharePoint, Microsoft SQL Server, MS Excel Pivot Tables, Microsoft Excel, Financial Reporting, Financial Modeling, Financial Analysis, Crystal Reports, Crystal Reports 11, SPSS, Dashboard, OBIEE, PowerPoint development, ETL processes using..., SAP Business Objects: ..., Business Valuation, PMP, SSIS, Data Modeling, Analysis, Agile Methodologies, Management, Software Documentation, Business Intelligence, Business Objects, Business Analysis, Project Planning, Data Analysis, Requirements Analysis, Data Warehousing, Oracle, ETL, SQL, Project Management, Software Development, Business Process, Databases, Program Management, SDLC
Education
ASA Institute of Business and Computer Technology 1997 — 2000
Mainframe/JCL/VISAM/COBOL, Information Technology
Odessa State Polytechnic University
Bachelor of Science (BS), Mathematics and Computer Science
Society for Advancement of Management (SAM), New York, NY.
http://samnational.org/, Society for Advancement of Management (SAM), New York, NY.
BNY Mellon June 2013 - Present
BNY Mellon October 2012 - June 2013
BNY Mellon June 2010 - October 2012
BNY Mellon August 2007 - June 2010
BNY Mellon October 2006 - August 2007
Nationwide Financial January 2005 - October 2006
Skills
Investment Operations, Workflow Management, Eagle STAR, Personnel Management, Project Delivery, Middle Office, Investments, Financial Services, Back Office, Bloomberg Terminal, Fund Administration, Securities, Corporate Actions, Internal Controls, Process Improvement, Relationship Management, Fund Accounting, Business Analysis, Reference Data, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
MBA, Finance
Ashland University 2000 — 2004
B.S. Business Adiministration, Finance, Economics
M&T Bank October 2014 - Present
BCI Financial November 2013 - October 2014
BNY Mellon May 2012 - November 2013
Sovereign Bank 2006 - 2012
Sovereign Bank 2004 - 2006
Sovereign Bank 2003 - 2004
Sovereign Bank 2000 - 2002
Skills
Customer Service, Auditing, Analysis, Policy, Loans, Credit, Banking, Accounting, Budgets, Credit Analysis, Credit Risk, Finance, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Sales, Software Documentation, Training
Education
Northeast Dealer Services 2014 — 2014
Certification, Finance Sales Training Certification
New England College of Business and Finance 2002 — 2003
Finance / Accounting
Asnuntuck Community College 2001 — 2002
Economics
Central Connecticut State University 1988 — 1990
Major in Arts and Minor in Bio
Babson College September 2014 - Present
National Academy Foundation February 2014 - Present
EY June 2015 - August 2015
EY May 2014 - August 2014
Babson College September 2013 - May 2014
Morgan Stanley June 2012 - August 2012
BNY Mellon July 2011 - August 2011
Skills
Public Speaking, Leadership, Team-oriented, Research, Entrepreneurship, Accounting, Analysis, Coaching, Management
Education
Babson College 2012 — 2016
Bachelor of Science (B.S.)
Harvard Business School 2015 — 2015
Certificate of Completion
Income Research + Management December 2014 - Present
Income Research + Management December 2013 - December 2014
Income Research + Management January 2012 - December 2013
BNY Mellon June 2011 - January 2012
The Bank of New York Mellon December 2009 - June 2011
Bank of New York Mellon May 2008 - September 2008
Skills
Fixed Income, Asset Allocation, Investment Management, Financial Modeling, Securities, Financial Analysis, Wealth Management, Bonds, Capital Markets, Portfolio Management, Stunts, Portable Alpha, Juggling, Wrestling, Alpha Generation, Botany, Analysis, Crushing, Knitting, Sleep Training, Investment Strategies, Economics, Beta Management, Bikram Yoga, Trading Strategies, Basketry, Knitwear, Bloomberg, Investments, Hobby Farms, Mineral Rights, Doing More with Less, Handmade Jewelry
Education
Babson College 2005 — 2009
Bachelor of Science (BS), Computational and Mathematical Finance
Southern Restaurant Hospitality Group, LLC December 2013 - Present
AT&T 2005 - 2012
Verizon May 2000 - April 2005
PNC January 1996 - April 2000
BNY Mellon January 1989 - January 1996
Skills
Leadership, Telecommunications, Sales, Banking, Investments, Call Centers, Vendor Management, Wireless, VoIP, Business Analysis, Integration, Team Leadership
Education
Art Institute of Pittsburgh 1995 — 1997
Associate of Science (A.S.), Business Administration and Management, General
Boston University October 2011 - Present
BNY Mellon July 2008 - October 2011
TRUMPF May 2007 - August 2007
Skills
Fundraising, Planned Giving, Marketing, Event Planning, Philanthropy, Marketing Strategy, Social Media, WordPress, Twitter, Microsoft Excel, Non-profits, Photoshop, Higher Education, Charitable Trusts, Charitable Gift..., Bequests, CRM databases, Charitable Gift Planning, GiftWrap, Planned Giving Manager, Public Speaking, Strategic Planning, Microsoft Office, Event Management, Stewardship, PowerPoint, Marketing Communications, CRM, Digital Marketing, Newsletters
Education
Boston University Graduate School of Management 2011 — 2015
Master of Business Administration (M.B.A.), Marketing, Leadership and Organizational Transformation
Assumption College 2004 — 2008
BA, Psychology
Lending Club July 2014 - Present
Robert F. Kennedy Children's Action Corps August 2012 - March 2015
BNY Mellon March 2014 - June 2014
Alliance Detective & Security Service, Inc. August 2013 - March 2014
Best Buy October 2010 - July 2012
Clinton Parks and Recreation June 2008 - August 2011
American Eagle Outfitters October 2008 - June 2010
Hannaford Bros. Co. June 2004 - January 2008
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Windows, Mac OS X, Out, CPR, First Aid, AED..., Licensed to carry a..., Highly personable, Great Work Ethic, Good communication..., Outlook, Security, Customer Service, Youth Mentoring, Word Processing
Education
Assumption College 2007 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Diaz Reus & Targ LLP June 2013 - August 2013
BNY Mellon June 2009 - August 2009
Skills
Editor, Virginia..., Legal Writing, Corporate Law, Research, Litigation
Education
University of Virginia School of Law
Duke University School of Law
Babson College
International University of Monaco
Piper Jaffray February 2015 - Present
Cowen and Company June 2010 - February 2015
Gleacher & Company April 2009 - May 2010
Pardus Capital June 2007 - March 2009
Lehman Brothers January 2006 - June 2007
BNY Mellon January 2000 - December 2005
Fieldstone Private Capital Group Ltd 1996 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Private Equity, Valuation, Management
Education
Babson College 1992 — 1996
Warwick Veterans Memorial High School
U.S. Trust April 1997 - Present
BNY Mellon 1988 - 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Asset Management, Investments, Fixed Income, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management
Education
Bentley University 1995 — 1999
Master of Business Administration (MBA), Investments and Securities
Babson College 1984 — 1988
Bachelor's degree, Finance and Investments
Income Research + Management November 2014 - Present
Standish Mellon Asset Management March 2014 - November 2014
BNY Mellon August 2011 - March 2014
Akamai Technologies June 2010 - August 2011
Tonneson + Co June 2009 - August 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Access, Outlook, Auditing, PowerPoint, Strategic Financial..., Forecasting, Financial Statements, Financial Modeling, Microsoft Office, Account Management, GAAP, Accounts Receivable, Financial Accounting, Revenue Recognition, General Ledger, DTC, Finance, Broker-Dealer, Investment Management, Fixed Assets, Invoicing, Account Reconciliation, Tax, Fixed Income, Analysis
Education
Assumption College 2006 — 2010
Bachelor's, Accounting
Haycon October 2012 - Present
Davis Inman Incorporated January 2003 - November 2012
BNY Mellon January 2001 - January 2003
Education
Assumption College 1997 — 2001
B.S
St. Thomas Aquinas High School 1993 — 1997
GMO October 2013 - Present
BNY Mellon May 2011 - October 2013
Deloitte September 2008 - March 2011
Skills
Proficient in MS Office, Effective team..., Energetic self-starter..., Proven ability to work..., •Goal oriented,..., Financial Analysis
Education
Babson: F.W. Olin Graduate School of Business 2013 — 2016
MBA Candidate, Finance
Babson College 2005 — 2008
Bachelor's Degree, Business
BNY Mellon February 2015 - Present
BNY Mellon January 2014 - February 2015
Michaels Stores, Inc. April 2013 - December 2013
Lane Bryant September 2011 - December 2013
Skills
Dreamweaver, Adobe Creative Suite, Customer Service, Social Media, Illustrator, Photoshop, InDesign, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Mac, PowerPoint, Illustration, Word, Microsoft Office, Excel, Communication, Concept Development, Concept Design, Conceptual Art, Retail, Microsoft Excel, Time Management, Photography, Art, Arts, Digital Illustration, Mixed Media, Performing Arts
Education
University of Pittsburgh 2005 — 2010
Bachelor of Arts, Theatre Arts, Music
Art Institute of Pittsburgh 2011 — 2012
Associates, Graphic Design
BNY Mellon January 2013 - December 2014
The Bank of New York Mellon August 2007 - December 2012
TMP Worldwide August 1999 - August 2006
Merrill Corporation/Lehman Brothers February 1997 - August 1999
Skills
Visio, Banking, Access, Software Documentation, Business Analysis, Time Management, Lotus Notes, Customer Service, Outlook, PowerPoint, Teamwork, Investments, Hedge Funds, Fixed Income, Securities, Financial Services
Education
Ashford University 2012 — 2014
Master's Degree, Organizational Management Specialization Healthcare Administration, 3.91
Ashford University 2009 — 2011
Bachelor of Arts (B.A.), Organizational Management
Interboro Institute
Associate's degree, Administrative Assistant and Secretarial Science, General
BNY Mellon May 2010 - Present
BNY Mellon September 2004 - April 2010
BNY Mellon September 2001 - September 2004
Neteos Inc June 1999 - September 2001
Hewlett-Packard June 1995 - September 1999
Skills
Project Management, Business Analysis, Team Building, SDLC, Leadership, Process Improvement, Resource Management, CRM, IT Management, Management, Financial Services, Budgets, Business Requirements, Risk Management, Vendor Management, Requirements Gathering, IT Strategy, Business Intelligence, Business Process..., Requirements Analysis, PMP, PMO, Relationship Management, Software Project..., Mutual Funds, Team Leadership, Integration
Education
Babson College 1990 — 1994
Bachelor of Science (B.S.)
Biogen July 2014 - Present
Biogen Idec May 2013 - July 2014
PAREXEL May 2012 - May 2013
BNY Mellon February 2009 - May 2012
Endeca May 2007 - December 2008
PricewaterhouseCoopers 1999 - 2007
Skills
Talent Acquisition, Deferred Compensation, SEC filings, Talent Management, Performance Management, PeopleSoft, Accounting, Employee Benefits, College Recruiting, Technical Recruiting, Onboarding, HRIS, Mergers & Acquisitions
Education
Assumption College 1995 — 1999
Bachelor's degree, Accounting
State Street January 2015 - Present
BNY Mellon October 2004 - December 2014
BNY Mellon (formerly Mellon Financial) February 2001 - September 2004
BNY Mellon (formerly Mellon Financial) October 1998 - February 2001
BNY Mellon (formerly Mellon Financial) August 1997 - October 1998
BNY Mellon (formerly Mellon Financial) August 1996 - August 1997
Skills
Mutual Funds, Global Custody, Financial Services, Alternative Investments, Hedge Funds, Fund Accounting, Derivatives, Securities Lending, Back Office, Middle Office, Outsourcing, Fund Services, Sales&Marketing, Trading, ETFs
Education
Assumption College 1992 — 1996
BA, Marketing
PNC April 2012 - December 2013
BNY Mellon December 2010 - March 2012
Joseph-Beth Booksellers February 2010 - November 2010
Dollar Bank, FSB June 2008 - February 2010
Ethan Allen June 2007 - March 2008
Gregory Alonso Showroom February 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Business Writing, Furnishings, Interior Design, Interior Architecture, Textiles, Merchandising, Retail, Microsoft Office
Education
Art Institute of Pittsburgh 2003 — 2005
Certification in Residential Planning and Design, Residential Interior Design
Edinboro University of Pennsylvania 1992 — 1996
B.A. Humanities - English, English Writing, 3.58 GPA
BNY Mellon July 2015 - Present
JPMorgan Chase & Co. August 2010 - June 2015
Kelly Law Registry April 2008 - August 2010
Skills
Legal Research, Legal Writing, Corporate Law, Commercial Letters of..., Standby Letters of..., Legal Analsyis, Contract Negotiation, Contract Drafting, Risk Management, Banking and Finance Law, Trade Finance, Syndicated Lending
Education
Ave Maria School of Law 2004 — 2007
JD, law
Northern Illinois University 1998 — 2002
B.A., Political Science
ABLE Consulting LLC September 2013 - Present
Tradewinds Global Investors October 2005 - August 2013
BNY Mellon August 2005 - October 2005
Island Ink-Jet Systems December 2004 - August 2005
JP MorganChase, Brown & Co May 2002 - May 2003
RBC September 2001 - December 2001
PriceWaterhouseCoopers May 2000 - August 2000
Ahold July 1999 - February 2000
The Boston Globe September 1997 - July 1999
Skills
Non-profits, Leadership, Communication, Entrepreneurship, Strategic Planning, Financial Operations, Strategic Financial..., Asset Management, Accounting, Asset Managment, Financial Modeling, Nonprofits, Valuation, Trading, Equities, Business Strategy, Investment Management..., Urban Economics, New Business Development, Management, Wealth Management, Strategy, Bloomberg, Risk Management, Investment Advisory, Equity Research, Mutual Funds, Access, Securities, Project, Investment Management, Asset Allocation, Alternative Investments, Financial Analysis, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Management Certificate, Riordan MBA Fellow
Bentley University 1999 — 2004
Bachelor's degree, Economics & Finance
Middlesex University 2001 — 2001
International Studies
Boston Latin Academy 1993 — 1999
Classics and Classical Languages, Literatures, and Linguistics
BNY Mellon March 2011 - Present
Greystone Solutions April 2004 - January 2008
Interliant / DellHost August 1998 - January 2004
Education
Auburn University 1990 — 1995
Auburn University
B.S, Management Information Systems
BNY Mellon February 2004 - Present
Resources Global Professionals January 1999 - February 2004
Coast Partners Securities January 1997 - December 1998
O' Toole & Company September 1991 - December 1996
G.T. Reilly & Company July 1988 - August 1991
Skills
Financial Modeling, Financial Services, Financial Analysis
Education
Assumption College 1984 — 1988
Northern Trust Corporation July 2015 - Present
BNY Mellon October 2012 - July 2015
DepoTexas June 2008 - October 2012
Virtus Partners May 2007 - May 2008
JPMorgan Chase / The Bank of New York April 2003 - May 2007
Todd Abramson, Sole Proprietor October 2001 - April 2003
Nuveen Investments August 1999 - October 2001
Van Kampen Investments July 1994 - August 1999
Skills
Excel, Financial Analysis, Account Reconciliation, Credit Risk, Bloomberg, CDO, Cash Flow Management, Investment Banking, Microsoft Excel, Interpretation, Cash Flow, Management, Mergers & Acquisitions, Investments, Cash Management, Financial Risk, Mutual Funds, Loans, Trading, Leadership, Budgets, Credit, Risk Management, Securities, Financial Services, Structured Finance
Education
Augustana College 1990 — 1994
B.A., Accounting
Augustana College 1990 — 1994
B.A., Business Administration with concentration in Finance and Management
Rock Island High School
Citi March 2015 - Present
KPMG July 2011 - March 2015
Deutsche Bank April 2011 - July 2011
Alpari (US) July 2010 - April 2011
BNY Mellon May 2008 - April 2010
Skills
OFAC, KYC, Risk, Due Diligence, USA PATRIOT Act, Risk Assessment, AML, Financial Markets, Financial Risk, Anti Money Laundering, Fixed Income, Equities, Auditing, Banking, Financial Institutions, Financial Regulation, Financial Services, Risk Management, Finance
Education
Auburn University 2004 — 2007
Bachelor of Science, Business Administration; Finance
BNY Mellon September 2013 - October 2014
EmblemHealth May 2013 - September 2013
Credit Suisse February 2008 - April 2013
IBM December 1996 - February 2008
RCG Information Technology June 1993 - November 1996
Accenture February 1987 - January 1993
Skills
Data Warehousing, SDLC, Business Transformation, IT Strategy, Business Analysis, Requirements Gathering, Software Project..., Requirements Analysis, PMO, Business Intelligence, User Acceptance Testing, Business Process Design, Business Process, Consulting, Management
Education
Ateneo de Manila University 1980 — 1984
Bachelor of Science (B.S.), Management Engineering
St. Theresa's College, Quezon City 1967 — 1980
High School, Grade School, Kindergarten
BNY Mellon August 1999 - Present
Education
Assumption College 1995 — 2000
BNY Mellon March 2014 - Present
BNY Mellon January 2012 - March 2014
The Bank of New York Mellon March 2010 - December 2011
BNY Mellon June 2008 - March 2010
BNY Mellon November 2007 - July 2008
Skills
Securities, Hedge Funds, Equities, Bloomberg, Fixed Income, Alternative Investments, Valuation, Mutual Funds, Capital Markets, Risk Management, Asset Management, Investments, Derivatives, Structured Finance, Finance, Financial Services, Trading, AML, Settlement, Fund Of Funds, CDO, CDS, Bonds, Private Equity, MBS, Securitization, ABS, Investment Management
Education
New England Law Boston 2003 — 2006
JD, Business/Commercial Law
Babson College 1998 — 2002
BS, Finance
Xavier High School 1994 — 1998
BNY Mellon August 2012 - Present
BNY Mellon March 2010 - July 2012
BNY Mellon June 2008 - March 2010
BNY Mellon March 2007 - June 2008
BNY Mellon February 2003 - March 2007
BNY Mellon November 1996 - February 2003
Skills
Mainframe, Team Management, Public Speaking, Integration, Databases, SQL, Financial Services, Management, Testing, Technical Recruiting, TSO, DB2, Program Management, Software Development, SDLC
Education
Babson College 1989 — 1993
MBA, Finance
Boston University 1983 — 1987
BS, Computer Science
Wells Fargo March 2014 - Present
Bank of America August 2010 - July 2013
Citi January 2006 - April 2010
BNY Mellon January 2003 - January 2006
Skills
Credit, Structured Products, Finance, Equities, Rates
Education
San Beda College 1994 — 1997
Bachelor of Science (BS), Business Management and Entrepreneurship
Ateneo de Manila University
Master of Business Administration (MBA)
Jeff Comella Photography 1989 - Present
Westinghouse Electric Company 1993 - 1996
BNY Mellon 1983 - 1989
Rockwell Automation 1978 - 1983
Skills
Image Manipulation, Photoshop, Social Media, Creative Direction, Graphic Design, Photography, Advertising, Portrait Photography, Adobe Creative Suite, Portraits, Digital Photography, Art Direction
Education
Point Park University 1984 — 1986
BA, Photography/Multi-Media
Art Institute of Pittsburgh 1975 — 1978
AS, Photography/Multi-Media
BNY Mellon March 2011 - Present
ILX Systems May 1996 - June 2001
Skills
Software Design and...
Education
The University of Kansas 2002 — 2009
PhD, Computer Science
New York University 1994 — 1996
MS, Computer Science
B. M. S. College of Engineering 1986 — 1990
BE, Electrical Engineering
Fidelity Investments February 2013 - Present
Fidelity Investments March 2006 - June 2012
Fidelity Investments February 1999 - March 2006
BNY Mellon 1996 - 1999
BNY Mellon 1994 - 1996
Skills
PMP, PMO, Program Management, Defined Benefit, Managing Project Budgets, Scope Management, Project Team Management, Multi-site Team..., Risk Management, Relationship Management, Presenting to Senior..., Change Control, Business Requirements, Requirements Gathering, Business Analysis, Training
Education
Assumption College
MBA
Bentley University
BS, Finance
PNC October 2013 - Present
Bank of New York/Mellon May 2010 - October 2013
Wells Fargo/Insight Global March 2010 - March 2010
BNY Mellon October 2008 - December 2009
TEK Systems / Bank of New York/Mellon October 2008 - December 2009
Self Employeed November 2000 - April 2008
IKON Office Solutions April 2006 - October 2006
Digimax Cable TV Inc August 2005 - April 2006
Talon Techniques April 2004 - September 2004
Itron Inc May 1998 - April 2004
Skills
RACF, ACF2, Lotus notes, Windows 7, Mac OS X, HTML, DHTML, CSS, CSS2, Active Directory, Remote Desktop, Adobe Creative Suite, Microsoft Office, QuickBooks, Sony Vegas Video, Final cut Pro X, DVD Architect, Garageband, Remedy, Troubleshooting, Technical Support, Customer Service, IT Risk Management, Mainframe, Photography, Data Security, Web Design, Operating Systems, Databases, Microsoft Exchange, Security, Lotus Notes, BMC Remedy
Education
Pittsburgh Filmmakers 2012 — 2013
Digital Photography, A
Art Institute of Pittsburgh
Computer Animation/Multi
Harmonics Inc. March 2009 - Present
MetLife May 1995 - May 2009
BNY Mellon 1992 - 1995
Education
Ateneo de Manila University 1971 — 1975
BS, PHYSICS
BNY Mellon August 2013 - Present
State Street Bank December 2012 - August 2013
State Street Bank March 2008 - November 2012
Education
Assumption College 2003 — 2007
BA, Management
Ensuring internal accounting controls and procedures across multiple industries April 2014 - Present
BNY Mellon June 2006 - April 2014
MAPFRE / Commerce Insurance 2005 - 2006
PNC Global Investment Services (formerly PFPC Investment Services) 2001 - 2005
formerly PFPC Investment Services) 2000 - 2001
PNC Global Investment Services (formerly PFPC Investment Services) 1998 - 1999
Skills
Financial Analysis, Accounting, Finance, Bloomberg, Auditing, Valuation, Equities, Investments, Accounts Payable, Accounts Receivable, Budgets, Mutual Funds, Internal Audit, Securities, Financial Audits, Financial Statements, Accruals, Bonds, Trading, Leadership
Education
Nichols College 2006 — 2009
MBA, Accounting
Assumption College 1989 — 1993
Bachelor, Economics with concentration in Finance
BNY Mellon January 2013 - March 2014
i3 Consulting Private Ltd. May 2012 - December 2012
Power Grid Corporation April 2011 - June 2011
Nokia Siemens Networks January 2010 - June 2010
Skills
SQL, SFDC, Microsoft Excel, Financial Modeling, Business Analysis, Java, Salesforce.com, Requirements Analysis, C, Analytics, Financial Analysis, C++, Software Development, Unix, Capital Markets, Analysis, Object Oriented Design, Data Structures, Microsoft Word, Valuation, Microsoft Office, Strategy, Competitive Analysis, Portfolio Management, Python, Finance, PowerPoint, Data Analysis, Management Consulting, Derivatives, Hedge Funds, Corporate Finance, Financial Risk, Team Management, Management, Market Research, Business Strategy, Project Management, Consulting, SDLC, Software Project..., Business Development, Business Intelligence, CRM, Business Planning, Forecasting, Investments, Risk Management, Bloomberg Terminal, Equities
Education
Bharathidasan Institute of Management Tiruchirapalli 2010 — 2012
Master of Business Administration (MBA), Finance, General
BMS College of Engineering, Bangalore 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science
Kendriya Vidyalaya
Higher Secondary
BNY Mellon May 2011 - Present
BNY Mellon July 2010 - May 2011
BNY Mellon August 2006 - July 2010
Education
Assumption College
BA
BNY Mellon February 2008 - Present
Education
Babson College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon March 2012 - Present
BNY Mellon Wealth Management August 2007 - March 2012
Harvard University 2005 - 2007
Dartmouth College 2004 - 2005
Episcopal Divinity School 1999 - 2004
United States Army Reserve 1991 - 2000
Chase Paymentech 1997 - 1999
Skills
Product Management, Correspondent Banking, Cross-border..., Business Development, International Relations, International Project..., Cultural Diplomacy, Community Outreach, Non-profit Leadership, Banking, Financial Services
Education
Norwich University 2013 — 2015
Master's Degree, Diplomacy (International Commerce Concentration), 3.8
Episcopal Divinity School 2000 — 2009
Master's Degree, Theology/Theological Studies, 3.7
Assumption College 1994 — 1997
Bachelor's Degree, Mathematics and Philosophy, 3.7
Middlesex Community College 1991 — 1994
Associate's Degree, Computer Science, 3.6
BNY Mellon July 2015 - Present
UPMC Health Plan October 2008 - July 2015
Those Who Kill, 20 Century Fox December 2013 - December 2013
GXF Design 2003 - 2008
Skills
Graphic Design, Advertising, Typography, Art, Layout, InDesign, Illustrator, Logo Design, Art Direction, Branding & Identity, Graphics, Illustration, Adobe Creative Suite, HTML, Web Design, Interactive Media, Creative Direction, Brand Development, Corporate Identity, QuarkXPress, Digital Publishing, User Experience, Posters
Education
ACUMEN Courses, with IDEO 2013 — 2013
None, Human Centered Design, Design Thinking, None
Pittsburgh Filmmakers 2009 — 2014
Currently Enrolled, Photography, Digital Video
Art Institute of Pittsburgh 2002 — 2004
BS, Graphic Design
BNY Mellon May 2012 - August 2012
JPMorgan Chase April 2012 - April 2012
Northwestern Mutual January 2011 - September 2011
Skills
Bloomberg, Equity Research, Licensed Life & Health..., Minitab, Microsoft Excel
Education
Babson College 2010 — 2013
Bachelor of Science in Management
London School of Economics and Political Science 2011 — 2012
General Course
Wellesley High School 2005 — 2009
BNY Mellon
Skills
PowerPoint, Social Media
Education
Assumption College 2007 — 2011
Organizational Communication, Marketing
Acadian Asset Management June 2011 - Present
BNY Mellon December 2010 - June 2011
BNY Mellon September 2008 - December 2010
Education
Northeastern University 2012 — 2014
Masters in Corporate and Organizational Communication, Leadership
Assumption College 2004 — 2008
Bachelor Degree, History and Education
BNY Mellon March 2000 - Present
Skills
Financial Analysis, Fixed Income, Equities, Hedge Funds, Mutual Funds, Banking, Bloomberg, Financial Services, Derivatives, Financial Modeling, Securities, Risk Management, Asset Management, Investments, Capital Markets
Education
Babson College 1995 — 1999
Bachelor's Degree, Finance/Economics
JPMorgan Chase April 2014 - Present
Bank of New York Mellon August 2011 - April 2014
BNY Mellon January 2011 - August 2011
Pleasant Valley Country Club March 2004 - October 2010
Skills
Business Strategy, Business Analysis, Business Ethics
Education
Assumption College 2010 — 2013
MBA, Finance/Economics and Accounting
Salem State University 2006 — 2010
Bachelor of Science, Business Administration
Lunder Capital LLC 2003 - Present
Third Avenue Management March 1992 - May 2003
BNY Mellon 1988 - 1992
Moody's Corporation 1986 - 1988
Education
Babson College 1982 — 1986
Bachelor of Science (BS)
BNY Mellon December 2013 - Present
BNY Mellon June 1989 - March 2011
Skills
Accounting, Mutual Funds, Fund Accounting, Internal Controls, Financial Analysis, Financial Services, Fund Administration, Microsoft Excel, Microsoft Word, Bloomberg, Investments, Auditing, Account Reconciliation, Management, Asset Management, Cash Management, Financial Accounting, Adobe, Access, Strategic Financial..., Accruals, Banking, General Ledger, Tax, Analysis, Training, SEC filings, Securities, Budgets, Financial Reporting, Finance, Sarbanes-Oxley Act, Equities, Fixed Income, Financial Planning, SEC Filings
Education
Rowan University 1983 — 1985
Bachelor of Science (BS), Business Administration and Management, Finance
Widener University 2005 — 2015
Taxation and Financial Planning
Atlantic Cape Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, Accounting
BNY Mellon November 2013 - Present
BNY Mellon February 2012 - November 2013
BNY Mellon December 2010 - February 2012
Jones, Gregg, Creehan, & Gerace, LLP December 2007 - December 2010
Skills
Microsoft Excel, Banking, Customer Service, PowerPoint, Outlook, Financial Analysis, Access, Investments, Analysis, Process Improvement
Education
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Ashford University 2010 — 2011
Bachelors Degree, Business Administration, Management and Operations
BNY Mellon February 2007 - Present
Skills
Accounting, Mutual Funds, Banking, Microsoft Excel, Financial Services, PowerPoint, Financial Analysis, Credit, Equities, Finance
Education
Johnson and Wales University 2000 — 2005
Associate's degree, Accounting
Assabet Valley Regional Technical School 1996 — 2000
New Horizons Charlotte NC October 2013 - Present
BNY Mellon September 2012 - September 2013
Education
Art Institute of Pittsburgh 2007 — 2010
Bachelor of Science (BS), Graphic Design
BNY Mellon September 2015 - Present
BNY Mellon July 2008 - Present
BNY Mellon December 2006 - July 2008
State Street August 2006 - December 2006
State Street Bank (FKA Investors Bank and Trust) February 2006 - August 2006
State Street (FKA Investors Bank & Trust) April 2005 - January 2006
State Street (FKA Investors Bank & Trust) June 2004 - April 2005
State Street (FKA Investors Bank & Trust) August 2002 - June 2004
Skills
Tax Preparation, Mutual Funds, Tax Returns, Financial Reporting, Finance, Management, Financial Services, Tax Accounting, Financial Analysis, Account Reconciliation
Education
Nichols College 2005 — 2006
Master of Business Administration (MBA)
Assumption College 1998 — 2002
Bachelor's Degree, Business Administration and Management
BNY Mellon August 2001 - Present
BNY Mellon September 1997 - October 2000
BNY Mellon July 1995 - September 1997
Skills
Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Services, Securities, Bloomberg, Financial Analysis, Portfolio Management, Derivatives, Asset Management
Education
Computer Technology 1986 — 1987
Associate's degree, Computer Programming
Averett University 1984 — 1987
Associate's degree, Business Administration and Management, General, 80
BNY Mellon March 2012 - February 2013
SunGard June 2010 - August 2010
Education
Massachusetts College of Pharmacy and Health Sciences 2014 — 2017
University of Massachusetts Boston 2013 — 2014
Babson College 2008 — 2011