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
Employee
Years
Job
Industry
Vittorio Banez Vittorio Banez's BNY Mellon Experience October 2015 - Present
Job Trust Associate at BNY Mellon
Industry
Experience
BNY Mellon October 2015 - Present
Homebased Realty January 2015 - Present
Loyola Marymount University March 2011 - August 2014
Loyola Marymount Asia Media Web Blog September 2013 - May 2014
Thomas and Dorothy Leavey Center for the Study of Los Angeles March 2013 - May 2013
Wendy Greuel for Mayor 2013 February 2013 - May 2013
Education
Loyola Marymount University 2010 — 2014
Bachelor of Liberal Arts, Political Science and Government
Loyola Marymount University
BNY Mellon October 2015 - Present
Homebased Realty January 2015 - Present
Loyola Marymount University March 2011 - August 2014
Loyola Marymount Asia Media Web Blog September 2013 - May 2014
Thomas and Dorothy Leavey Center for the Study of Los Angeles March 2013 - May 2013
Wendy Greuel for Mayor 2013 February 2013 - May 2013
Education
Loyola Marymount University 2010 — 2014
Bachelor of Liberal Arts, Political Science and Government
Loyola Marymount University
Michael Bartoldus Michael Bartoldus's BNY Mellon Experience March 2004 - September 2013
Job Fund controller at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
BNY Mellon March 2004 - September 2013
State Street Bank November 2003 - March 2004
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Securities, Derivatives, Finance, Banking, Financial Modeling, Asset Management, Investments, Hedge Funds, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg Terminal, Capital Markets, Financial Services
Education
Long Island University, Brooklyn Campus 2005 — 2009
Master of Business Administration (MBA), Finance, General
Providence College 1998 — 2002
Bachelor's degree, Econometrics and Quantitative Economics
J.P. Morgan September 2013 - Present
BNY Mellon March 2004 - September 2013
State Street Bank November 2003 - March 2004
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Securities, Derivatives, Finance, Banking, Financial Modeling, Asset Management, Investments, Hedge Funds, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg Terminal, Capital Markets, Financial Services
Education
Long Island University, Brooklyn Campus 2005 — 2009
Master of Business Administration (MBA), Finance, General
Providence College 1998 — 2002
Bachelor's degree, Econometrics and Quantitative Economics
Patrick Burke Patrick Burke's BNY Mellon Experience October 2014 - Present
Job Technology Recruiter at BNY Mellon
Industry Human Resources
Experience
BNY Mellon October 2014 - Present
University of Derby April 2012 - September 2014
iKas International December 2010 - December 2011
Andiamo Partners April 2008 - December 2010
Navistaff, Inc. August 2002 - April 2008
Skills
Recruiting, Financial Services, Trading, Financial Markets, Hedge Funds, Securities, Fixed Income, Java, SDLC, Management, Derivatives, SQL, Trading Systems
Education
University of Derby 2012 — 2014
Master of Science (M.S.), Psychology
Loyola University Maryland 1998 — 2002
Bachelor of Arts (B.A.), Management Information Systems
BNY Mellon October 2014 - Present
University of Derby April 2012 - September 2014
iKas International December 2010 - December 2011
Andiamo Partners April 2008 - December 2010
Navistaff, Inc. August 2002 - April 2008
Skills
Recruiting, Financial Services, Trading, Financial Markets, Hedge Funds, Securities, Fixed Income, Java, SDLC, Management, Derivatives, SQL, Trading Systems
Education
University of Derby 2012 — 2014
Master of Science (M.S.), Psychology
Loyola University Maryland 1998 — 2002
Bachelor of Arts (B.A.), Management Information Systems
David Klinker David Klinker's BNY Mellon Experience 2004 - 2005
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2007 - Present
Wagner Davis PC March 2006 - June 2007
Ballon Stoll Bader & Nadler PC 2005 - 2006
BNY Mellon 2004 - 2005
Skills
Corporate Law, Securities, Compliance, Series 7, Wealth Management, Broker-Dealer, FINRA, NYSE
Education
Seton Hall University School of Law 2001 — 2004
Doctor of Law (JD)
Loyola University of Chicago 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Ponderosa High School 1993 — 1997
Morgan Stanley Wealth Management June 2007 - Present
Wagner Davis PC March 2006 - June 2007
Ballon Stoll Bader & Nadler PC 2005 - 2006
BNY Mellon 2004 - 2005
Skills
Corporate Law, Securities, Compliance, Series 7, Wealth Management, Broker-Dealer, FINRA, NYSE
Education
Seton Hall University School of Law 2001 — 2004
Doctor of Law (JD)
Loyola University of Chicago 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Ponderosa High School 1993 — 1997
Bob Geissler Bob Geissler's BNY Mellon Experience December 2013 - May 2015
Job Vice President & Senior Control Specialist at BNY Mellon CORP. TRUST
Industry Banking
Experience
BNY Mellon December 2013 - May 2015
FDIC September 2009 - December 2013
UBS Wealth Management 2006 - 2009
Prudential Financial 2005 - 2006
Merrill Lynch February 1980 - March 2005
Skills
Analysis, Credit, Financial Risk, Banking, Compliance, Training, Leadership, Mortgage Lending, Risk Control, Financial Services, Asset Management, Auditing, Management, Process Improvement, Insurance, Investments, Accounting, Internal Audit, Securities, Portfolio Management, Risk Management, @Risk
Education
Long Island University, C.W. Post Campus
Bachelor's degree, Economics, 3.0
BNY Mellon December 2013 - May 2015
FDIC September 2009 - December 2013
UBS Wealth Management 2006 - 2009
Prudential Financial 2005 - 2006
Merrill Lynch February 1980 - March 2005
Skills
Analysis, Credit, Financial Risk, Banking, Compliance, Training, Leadership, Mortgage Lending, Risk Control, Financial Services, Asset Management, Auditing, Management, Process Improvement, Insurance, Investments, Accounting, Internal Audit, Securities, Portfolio Management, Risk Management, @Risk
Education
Long Island University, C.W. Post Campus
Bachelor's degree, Economics, 3.0
Jerry Manace's BNY Mellon Experience April 2012 - November 2012
Job Auditor
Industry Accounting
Experience
Naval Audit Service September 2013 - Present
EDMC November 2012 - June 2013
BNY Mellon April 2012 - November 2012
BNY Mellon February 2012 - July 2012
Liberty Tax Service January 2011 - April 2011
Skills
Tax Preparation, Work with ERP systems
Education
Chatham University 2012 — 2012
Master's degree, Accounting, 3.63 GPA
Lock Haven University of Pennsylvania 2007 — 2011
Bachelor's of Science, Accounting, 3.1 GPA
Naval Audit Service September 2013 - Present
EDMC November 2012 - June 2013
BNY Mellon April 2012 - November 2012
BNY Mellon February 2012 - July 2012
Liberty Tax Service January 2011 - April 2011
Skills
Tax Preparation, Work with ERP systems
Education
Chatham University 2012 — 2012
Master's degree, Accounting, 3.63 GPA
Lock Haven University of Pennsylvania 2007 — 2011
Bachelor's of Science, Accounting, 3.1 GPA
Noma Nkala Noma Nkala's BNY Mellon Experience August 2011 - Present
Job Senior Relationship Associate at Capital Group
Industry Financial Services
Experience
Capital Group February 2015 - Present
BNY Mellon August 2011 - Present
BNY Mellon April 2009 - August 2011
Pepperdine University August 2006 - December 2008
Skills
Customer Service, Financial Analysis, Public Speaking, Analysis, Relationship Management, Portfolio Management, Risk Management, Banking, Financial Services, Event Planning, Financial Modeling, Data Analysis, Leadership, Securities, Finance
Education
Loyola Marymount University 2011 — 2014
Masters Degree, Organizational Behavior
Pepperdine University 2006 — 2008
Bachelors Degree, Business Administration
Capital Group February 2015 - Present
BNY Mellon August 2011 - Present
BNY Mellon April 2009 - August 2011
Pepperdine University August 2006 - December 2008
Skills
Customer Service, Financial Analysis, Public Speaking, Analysis, Relationship Management, Portfolio Management, Risk Management, Banking, Financial Services, Event Planning, Financial Modeling, Data Analysis, Leadership, Securities, Finance
Education
Loyola Marymount University 2011 — 2014
Masters Degree, Organizational Behavior
Pepperdine University 2006 — 2008
Bachelors Degree, Business Administration
Andrea Kimmel Andrea Kimmel's BNY Mellon Experience April 2012 - Present
Job Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
IUP Research Institute December 2008 - April 2012
Skills
Legal Compliance, FCPA, Foreign Corrupt..., UK Bribery Act, Bribery and Corruption, Third Party..., Third Party Vendor..., Compliance, Government Contracting, Contract Negotiation, Contract Management, Contractual Agreements, Contract Law, Subcontracting, Subcontracts Management, Employee Training, Policy Writing, Procedure Development, Banking, Financial Services, Legal Research, Risk Management, Management
Education
Louisiana State University, Paul M. Hebert Law Center 2005 — 2008
Doctor of Law (J.D.), Law
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2004
Bachelor of Arts (B.A.), Criminal Justice
BNY Mellon April 2012 - Present
IUP Research Institute December 2008 - April 2012
Skills
Legal Compliance, FCPA, Foreign Corrupt..., UK Bribery Act, Bribery and Corruption, Third Party..., Third Party Vendor..., Compliance, Government Contracting, Contract Negotiation, Contract Management, Contractual Agreements, Contract Law, Subcontracting, Subcontracts Management, Employee Training, Policy Writing, Procedure Development, Banking, Financial Services, Legal Research, Risk Management, Management
Education
Louisiana State University, Paul M. Hebert Law Center 2005 — 2008
Doctor of Law (J.D.), Law
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2004
Bachelor of Arts (B.A.), Criminal Justice
Armando Iacobellis Armando Iacobellis's BNY Mellon Experience December 2011 - Present
Job Custody Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Credit Suisse July 2010 - December 2011
JPMorgan Chase June 1998 - April 2010
Skills
Account Reconciliation, Accounting, Financial Services, Fund Accounting, Mutual Funds, Securities, FINRA, Trading
Education
Long Island University, Brooklyn Campus 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Long Island University, Brooklyn Campus 1985 — 1989
Bachelor of Science (BS), Marketing/Marketing Management, General
BNY Mellon December 2011 - Present
Credit Suisse July 2010 - December 2011
JPMorgan Chase June 1998 - April 2010
Skills
Account Reconciliation, Accounting, Financial Services, Fund Accounting, Mutual Funds, Securities, FINRA, Trading
Education
Long Island University, Brooklyn Campus 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Long Island University, Brooklyn Campus 1985 — 1989
Bachelor of Science (BS), Marketing/Marketing Management, General
John Cutrone III John Cutrone III's BNY Mellon Experience February 2014 - October 2014
Job Fundraising at W.P. Carey
Industry Venture Capital & Private Equity
Experience
Carey Financial, LLC November 2014 - Present
BNY Mellon February 2014 - October 2014
BNY Mellon November 2011 - February 2014
Bank of New York Mellon March 2011 - November 2011
The Bank of New York Mellon July 2010 - March 2011
OutSofting Beijing January 2010 - February 2010
Business Technology Partners May 2009 - January 2010
Certa Pro Ltd. June 2008 - August 2008
Skills
Banking, Business Strategy, Strategic Planning, Mandarin, CRM, Chinese, Product Management, Market Research, Business Analysis, Financial Analysis, Business Planning, New Business Development, Portfolio Management, Finance, Management, Strategy, Asset Management, Investments, Strategic Partnerships, Relationship Management, Business Development, Leadership, Product Development, Marketing
Education
CFA® Institute 2015 — 2018
CANDIDATE, Quant, Economics, Financial Reporting & Analysis, Portfolio Management, Credit, Equity, Fixed Income
Roger Williams University 2006 — 2010
Bachelor of Science, Gabelli School of Business
Lingnan University 2008 — 2009
Finance, Managment Theory, Mandarin Chinese, Chinese Culture
Carey Financial, LLC November 2014 - Present
BNY Mellon February 2014 - October 2014
BNY Mellon November 2011 - February 2014
Bank of New York Mellon March 2011 - November 2011
The Bank of New York Mellon July 2010 - March 2011
OutSofting Beijing January 2010 - February 2010
Business Technology Partners May 2009 - January 2010
Certa Pro Ltd. June 2008 - August 2008
Skills
Banking, Business Strategy, Strategic Planning, Mandarin, CRM, Chinese, Product Management, Market Research, Business Analysis, Financial Analysis, Business Planning, New Business Development, Portfolio Management, Finance, Management, Strategy, Asset Management, Investments, Strategic Partnerships, Relationship Management, Business Development, Leadership, Product Development, Marketing
Education
CFA® Institute 2015 — 2018
CANDIDATE, Quant, Economics, Financial Reporting & Analysis, Portfolio Management, Credit, Equity, Fixed Income
Roger Williams University 2006 — 2010
Bachelor of Science, Gabelli School of Business
Lingnan University 2008 — 2009
Finance, Managment Theory, Mandarin Chinese, Chinese Culture
Eric Wingfield, MBA's BNY Mellon Experience
Job Senior Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Bloomberg, Financial Reporting, Fund Administration, Microsoft Excel, Finance, Equities, Financial Accounting, Account Reconciliation, Financial Services
Education
LIU Brooklyn 2006 — 2009
Master of Business Administration (MBA), Accounting and Finance
BNY Mellon
Skills
Bloomberg, Financial Reporting, Fund Administration, Microsoft Excel, Finance, Equities, Financial Accounting, Account Reconciliation, Financial Services
Education
LIU Brooklyn 2006 — 2009
Master of Business Administration (MBA), Accounting and Finance
Kate Walpole Kate Walpole's BNY Mellon Experience June 2007 - Present
Job Workflow Coordinator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2007 - Present
Skills
Banking, Customer Service, Microsoft Excel, Financial Services, Strategic Planning
Education
Loyola University Chicago 2001 — 2005
Bachelor's degree, Finance and Economics
BNY Mellon June 2007 - Present
Skills
Banking, Customer Service, Microsoft Excel, Financial Services, Strategic Planning
Education
Loyola University Chicago 2001 — 2005
Bachelor's degree, Finance and Economics
David Mauer David Mauer's BNY Mellon Experience 1999 - 2012
Job Trust Officer at Law Debenture Trust Company of New York
Industry Financial Services
Experience
Law Debenture Trust Company of New York August 2014 - Present
BNY Mellon 1999 - 2012
IBJ Whitehall Bank and Trust Company 1988 - 1999
Harris Trust Company of New York 1986 - 1987
Marine Midland 1984 - 1985
Skills
Financial Services, Finance, Process Improvement, Securities, Fixed Income, Equities, Mutual Funds, Corporate Actions, Capital Markets, Banking, Asset Management, Bonds
Education
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Accounting
Law Debenture Trust Company of New York August 2014 - Present
BNY Mellon 1999 - 2012
IBJ Whitehall Bank and Trust Company 1988 - 1999
Harris Trust Company of New York 1986 - 1987
Marine Midland 1984 - 1985
Skills
Financial Services, Finance, Process Improvement, Securities, Fixed Income, Equities, Mutual Funds, Corporate Actions, Capital Markets, Banking, Asset Management, Bonds
Education
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Accounting
Scott Schoneman's BNY Mellon Experience September 2013 - Present
Job Managing Director, Global Head of Recruitment Business Partner Groups at BNY Mellon
Industry Staffing and Recruiting
Experience
BNY Mellon September 2013 - Present
Skills
Metrics, Benefits Negotiation, Sourcing, Talent Management, Recruiting, Process Improvement, Talent Acquisition, Executive Search, Internet Recruiting, RPO, Technical Recruiting, Onboarding, Contract Recruitment, Financial Services, Employee Engagement, Personnel Management, Leadership, Management, Strategy, Temporary Placement, Applicant Tracking..., Staff Development, Stakeholder Management, SDLC, Sales, Strategic Planning, Strategic Thinking, Performance Management, Employee Relations, Program Management, Mergers & Acquisitions, CRM, Human Resources, Resume Writing, Marketing, Screening, Service Level Agreements, Interviews, Contract Negotiation, People Skills, Screening Resumes, College Recruiting, Hiring, Career Counseling, Vendor Management, Team Building, Networking, Coaching, Consulting, Employer Branding
Education
Loyola University of Chicago 2000 — 2004
MS, Human Resources
Saint Louis University
BA, History
BNY Mellon September 2013 - Present
Skills
Metrics, Benefits Negotiation, Sourcing, Talent Management, Recruiting, Process Improvement, Talent Acquisition, Executive Search, Internet Recruiting, RPO, Technical Recruiting, Onboarding, Contract Recruitment, Financial Services, Employee Engagement, Personnel Management, Leadership, Management, Strategy, Temporary Placement, Applicant Tracking..., Staff Development, Stakeholder Management, SDLC, Sales, Strategic Planning, Strategic Thinking, Performance Management, Employee Relations, Program Management, Mergers & Acquisitions, CRM, Human Resources, Resume Writing, Marketing, Screening, Service Level Agreements, Interviews, Contract Negotiation, People Skills, Screening Resumes, College Recruiting, Hiring, Career Counseling, Vendor Management, Team Building, Networking, Coaching, Consulting, Employer Branding
Education
Loyola University of Chicago 2000 — 2004
MS, Human Resources
Saint Louis University
BA, History
Neil Golub Neil Golub's BNY Mellon Experience October 2007 - March 2011
Job Business Analyst and IT Project Manager eGRC at BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
iMentor June 2013 - Present
Bank of Tokyo-Mitsubishi UFJ March 2011 - June 2012
BNY Mellon October 2007 - March 2011
Margolin, Winer & Evens LLP August 2006 - October 2007
Skills
eGRC, Archer Certified..., Information Systems..., Business Process..., Agile Application..., Information Architecture, Risk Frameworks, GRC, Internal Audit, Operational Risk..., Sarbanes-Oxley Act, Policy Management, Risk Assessment, MIS, Tax, Project Management, Analytics, ETFs, Data Analytic, System Administration, Database Administration, Dashboard, Balanced Scorecard, Performance Management, SQL, Metrics Reporting, MBA, Quality Assurance, Operations Management, Bloomberg
Education
Long Island University 2008 — 2011
Master of Business Administration (MBA), Finance, General
SUNY Albany 2002 — 2006
Bachelor's degree, Accounting
Herricks High School 1998 — 2002
BlackRock June 2012 - Present
iMentor June 2013 - Present
Bank of Tokyo-Mitsubishi UFJ March 2011 - June 2012
BNY Mellon October 2007 - March 2011
Margolin, Winer & Evens LLP August 2006 - October 2007
Skills
eGRC, Archer Certified..., Information Systems..., Business Process..., Agile Application..., Information Architecture, Risk Frameworks, GRC, Internal Audit, Operational Risk..., Sarbanes-Oxley Act, Policy Management, Risk Assessment, MIS, Tax, Project Management, Analytics, ETFs, Data Analytic, System Administration, Database Administration, Dashboard, Balanced Scorecard, Performance Management, SQL, Metrics Reporting, MBA, Quality Assurance, Operations Management, Bloomberg
Education
Long Island University 2008 — 2011
Master of Business Administration (MBA), Finance, General
SUNY Albany 2002 — 2006
Bachelor's degree, Accounting
Herricks High School 1998 — 2002
Taras Smetaniouk's BNY Mellon Experience March 2013 - Present
Job Sr. Portfolio Analyst
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
AVM LP / III Associates May 2008 - October 2012
Ernst & Young June 2002 - May 2004
Skills
CDO, Fixed Income, Structured Products, Securitization, MBS, Asset Management, Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Structured Finance, Valuation
Education
University of Maryland College Park 2004 — 2008
PhD, MS, Applied Mathematics
Loyola College in Maryland 1998 — 2002
BA, Mathematics and Economics
BNY Mellon March 2013 - Present
AVM LP / III Associates May 2008 - October 2012
Ernst & Young June 2002 - May 2004
Skills
CDO, Fixed Income, Structured Products, Securitization, MBS, Asset Management, Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Structured Finance, Valuation
Education
University of Maryland College Park 2004 — 2008
PhD, MS, Applied Mathematics
Loyola College in Maryland 1998 — 2002
BA, Mathematics and Economics
Art Resendez's BNY Mellon Experience 2004 - 2007
Job Senior Vice President and Manager
Industry Banking
Experience
Wilshire Bank April 2012 - Present
Pacific Coast Regional Small Business Development Corp 1995 - Present
Community Bank 2007 - 2012
BNY Mellon 2004 - 2007
Mizuho Bank 1998 - 2004
California Bank & Trust 1996 - 1998
First Interstate Bank 1980 - 1996
Skills
Credit, Banking, Loans, Commercial Banking, Experienced SBA lender,...
Education
Loyola Marymount University
Bachelor's degree, Economics
Wilshire Bank April 2012 - Present
Pacific Coast Regional Small Business Development Corp 1995 - Present
Community Bank 2007 - 2012
BNY Mellon 2004 - 2007
Mizuho Bank 1998 - 2004
California Bank & Trust 1996 - 1998
First Interstate Bank 1980 - 1996
Skills
Credit, Banking, Loans, Commercial Banking, Experienced SBA lender,...
Education
Loyola Marymount University
Bachelor's degree, Economics
JANE ZHENG, PhD, CFA, FRM, CAIA JANE ZHENG, PhD, CFA, FRM, CAIA's BNY Mellon Experience April 2011 - Present
Job VP, Manager of Credit Risk Modeling
Industry Banking
Experience
BNY Mellon April 2011 - Present
The Hartford April 2008 - April 2011
Skills
Mathematical Modeling, Regulatory Requirements, CCAR, Basel III, Programming, Financial Risk, Portfolio Management, Finance, Analysis, Credit Risk, Banking, Credit, Management, Internal Audit, Risk Management
Education
Louisiana Tech University
Doctor of Philosophy (PhD), Computational Analysis and Modeling
Louisiana Tech University
Master of Science (M.S.), Computer Science
Sichuan University
Master of Science (M.S.), Physics
BNY Mellon April 2011 - Present
The Hartford April 2008 - April 2011
Skills
Mathematical Modeling, Regulatory Requirements, CCAR, Basel III, Programming, Financial Risk, Portfolio Management, Finance, Analysis, Credit Risk, Banking, Credit, Management, Internal Audit, Risk Management
Education
Louisiana Tech University
Doctor of Philosophy (PhD), Computational Analysis and Modeling
Louisiana Tech University
Master of Science (M.S.), Computer Science
Sichuan University
Master of Science (M.S.), Physics
C. John Ollier C. John Ollier's BNY Mellon Experience March 2012 - Present
Job Technical Account Representative at BNY Mellon Asset Services
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
Ollier Resources LLC December 2010 - March 2012
Ollier Resources LLC August 2009 - November 2010
Profit Resources Inc (PRI) June 2009 - July 2009
A.W.St. Charles & Associates, Inc. August 2006 - March 2009
National City Bank November 2005 - May 2006
National City Bank July 2004 - October 2005
Provident Bank, Cincinnati Ohio August 1997 - June 2004
Provident Bank, Cincinnati Ohio October 1995 - July 1997
McDonald & Company Securities, Inc. July 1993 - September 1995
Skills
Process Reviews, Process Engineering, Process Automation, Systems Conversions, People Management, Banking, Microsoft Office, Process Improvement, Management, Financial Services, Business Analysis, Mutual Funds, Operations Management, Management Consulting, Analysis, Finance, Accounting, Mergers & Acquisitions
Education
Louisiana State University 1987 — 1989
Graduate, Graduate School of Banking of the South
University of New Hampshire 1978 — 1978
Graduate, ABA Business of Banking School
Xavier University - Williams College of Business 1965 — 1970
MBA, Accounting
Xavier University 1957 — 1961
BS, Math-Physics
BNY Mellon March 2012 - Present
Ollier Resources LLC December 2010 - March 2012
Ollier Resources LLC August 2009 - November 2010
Profit Resources Inc (PRI) June 2009 - July 2009
A.W.St. Charles & Associates, Inc. August 2006 - March 2009
National City Bank November 2005 - May 2006
National City Bank July 2004 - October 2005
Provident Bank, Cincinnati Ohio August 1997 - June 2004
Provident Bank, Cincinnati Ohio October 1995 - July 1997
McDonald & Company Securities, Inc. July 1993 - September 1995
Skills
Process Reviews, Process Engineering, Process Automation, Systems Conversions, People Management, Banking, Microsoft Office, Process Improvement, Management, Financial Services, Business Analysis, Mutual Funds, Operations Management, Management Consulting, Analysis, Finance, Accounting, Mergers & Acquisitions
Education
Louisiana State University 1987 — 1989
Graduate, Graduate School of Banking of the South
University of New Hampshire 1978 — 1978
Graduate, ABA Business of Banking School
Xavier University - Williams College of Business 1965 — 1970
MBA, Accounting
Xavier University 1957 — 1961
BS, Math-Physics
Neal Karski's BNY Mellon Experience January 2013 - April 2013
Job Strategic Consulting Professional
Industry Management Consulting
Experience
Kepler October 2014 - Present
HBR Consulting LLC March 2014 - October 2014
Robert W. Baird & Co. April 2013 - March 2014
BNY Mellon January 2013 - April 2013
Neal K Events January 2009 - April 2013
SeatonCorp June 2012 - November 2012
Fred B. Sieber Educational Foundation May 2011 - August 2011
Falcon Financial Partners May 2010 - August 2010
Skills
Social Networking, Management, Accounting, Microsoft Excel, Business Development, Market Research, Social Media Marketing, Analysis, Research, CRM, Budgets, Economics, Financial Analysis, Polish, Event Planning, Microsoft Office, Business Analysis, Financial Reporting, Team Leadership, Strategic Leadership, Financial Economics, Strategic Sourcing, Business Strategy, Supply Chain Management, Strategy, Operations Management
Education
Loyola University of Chicago 2008 — 2012
BBA, Finance, Economics, Marketing, 3.7
Kepler October 2014 - Present
HBR Consulting LLC March 2014 - October 2014
Robert W. Baird & Co. April 2013 - March 2014
BNY Mellon January 2013 - April 2013
Neal K Events January 2009 - April 2013
SeatonCorp June 2012 - November 2012
Fred B. Sieber Educational Foundation May 2011 - August 2011
Falcon Financial Partners May 2010 - August 2010
Skills
Social Networking, Management, Accounting, Microsoft Excel, Business Development, Market Research, Social Media Marketing, Analysis, Research, CRM, Budgets, Economics, Financial Analysis, Polish, Event Planning, Microsoft Office, Business Analysis, Financial Reporting, Team Leadership, Strategic Leadership, Financial Economics, Strategic Sourcing, Business Strategy, Supply Chain Management, Strategy, Operations Management
Education
Loyola University of Chicago 2008 — 2012
BBA, Finance, Economics, Marketing, 3.7
Lindy Lawrence Lindy Lawrence's BNY Mellon Experience June 2004 - December 2013
Job Finance Professional at Verizon
Industry Information Technology and Services
Experience
Verizon December 2013 - Present
BNY Mellon June 2004 - December 2013
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Banking, Equities, Corporate Finance, Finance, Portfolio Management, Accounting, Investments, Valuation, Risk Management, Strategic Financial..., Financial Risk, Cash Management
Education
LIU Brooklyn 2008 — 2009
Master of Science (MSc), Business Administration and Management, General
Saint John's University 2002 — 2004
Bachelor of Science (BSc), Economics
Verizon December 2013 - Present
BNY Mellon June 2004 - December 2013
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Banking, Equities, Corporate Finance, Finance, Portfolio Management, Accounting, Investments, Valuation, Risk Management, Strategic Financial..., Financial Risk, Cash Management
Education
LIU Brooklyn 2008 — 2009
Master of Science (MSc), Business Administration and Management, General
Saint John's University 2002 — 2004
Bachelor of Science (BSc), Economics
Nousheen Khalid Nousheen Khalid's BNY Mellon Experience January 2008 - August 2013
Job Associate Modeler at Brown Brothers Harriman (BBH)
Industry Banking
Experience
Brown Brothers Harriman September 2014 - Present
AIG August 2013 - September 2014
BNY Mellon January 2008 - August 2013
Long Island University September 2006 - January 2008
Skills
Account Reconciliation, Accounting, Finance, Internal Controls, Access, Variance Analysis, Microsoft Excel, Financial Reporting, Cognos, Financial Analysis, Microsoft Office, Financial Accounting, Cartesis, Analysis, Auditing, Microsoft Word, Business Objects, Sarbanes-Oxley Act, Data Analysis, Internal Audit, HTML, Forecasting, General Ledger, PeopleSoft, Financial Statements, Cash Management, Financial Modeling, Accounts Payable, Accounts Receivable, Corporate Finance, Budgets, US GAAP, QuickBooks, Financial Forecasting, PowerPoint, Financial Services, Asset Management, Consolidation, Software Documentation, Invoicing, Project Planning, Journal Entries, Mutual Funds, Sarbanes-Oxley, Financial Risk, Hyperion Enterprise, Essbase, Financial Statement..., Cash Flow, Pivot Tables
Education
LIU Brooklyn 2006 — 2008
MBA, International Business
Long Island University 2003 — 2006
Bachelor's Degree, Management and Finance
Brown Brothers Harriman September 2014 - Present
AIG August 2013 - September 2014
BNY Mellon January 2008 - August 2013
Long Island University September 2006 - January 2008
Skills
Account Reconciliation, Accounting, Finance, Internal Controls, Access, Variance Analysis, Microsoft Excel, Financial Reporting, Cognos, Financial Analysis, Microsoft Office, Financial Accounting, Cartesis, Analysis, Auditing, Microsoft Word, Business Objects, Sarbanes-Oxley Act, Data Analysis, Internal Audit, HTML, Forecasting, General Ledger, PeopleSoft, Financial Statements, Cash Management, Financial Modeling, Accounts Payable, Accounts Receivable, Corporate Finance, Budgets, US GAAP, QuickBooks, Financial Forecasting, PowerPoint, Financial Services, Asset Management, Consolidation, Software Documentation, Invoicing, Project Planning, Journal Entries, Mutual Funds, Sarbanes-Oxley, Financial Risk, Hyperion Enterprise, Essbase, Financial Statement..., Cash Flow, Pivot Tables
Education
LIU Brooklyn 2006 — 2008
MBA, International Business
Long Island University 2003 — 2006
Bachelor's Degree, Management and Finance
Victoria Blum's BNY Mellon Experience March 2015 - Present
Job Accountant ETF at Bank of New York
Industry Accounting
Experience
BNY Mellon March 2015 - Present
PR Consulting October 2013 - February 2015
Sumitomo Trust and Banking August 2011 - October 2013
Train World August 2010 - August 2011
Prima Pasta & Café July 2003 - January 2011
Loyola University September 2007 - May 2010
The Whiting-Turner Contracting Company May 2008 - August 2008
Loyola University September 2006 - May 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
Loyola University Maryland 2006 — 2010
The Joseph A. Sellinger
S.J. School; Bachelors, Business and Management; Business Administration; Accounting
BNY Mellon March 2015 - Present
PR Consulting October 2013 - February 2015
Sumitomo Trust and Banking August 2011 - October 2013
Train World August 2010 - August 2011
Prima Pasta & Café July 2003 - January 2011
Loyola University September 2007 - May 2010
The Whiting-Turner Contracting Company May 2008 - August 2008
Loyola University September 2006 - May 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
Loyola University Maryland 2006 — 2010
The Joseph A. Sellinger
S.J. School; Bachelors, Business and Management; Business Administration; Accounting
Geoffrey Capes Geoffrey Capes's BNY Mellon Experience March 1999 - March 2000
Job Executive Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan December 2014 - Present
Deutsche Bank February 2009 - December 2014
Deutsche Asset Management April 2002 - January 2009
Zurich Scudder Investments March 2001 - March 2002
E7TH.COM March 2000 - December 2000
BNY Mellon March 1999 - March 2000
JPMorgan Chase March 1998 - March 1999
Northern Trust Corporation March 1989 - March 1998
Education
London Business School
GTO Leadership Programme
Cannon Financial Institute
Certificate in Corporate Trust Operations, University of North Carolina, Charlotte, NC
Cannon Financial Institute
Certificate in Trust Operations, Pepperdine University, Malibu, California
Northwestern University
University College - Certificate in Accounting
University of Illinois at Urbana-Champaign
B.S. in Economics
J.P. Morgan December 2014 - Present
Deutsche Bank February 2009 - December 2014
Deutsche Asset Management April 2002 - January 2009
Zurich Scudder Investments March 2001 - March 2002
E7TH.COM March 2000 - December 2000
BNY Mellon March 1999 - March 2000
JPMorgan Chase March 1998 - March 1999
Northern Trust Corporation March 1989 - March 1998
Education
London Business School
GTO Leadership Programme
Cannon Financial Institute
Certificate in Corporate Trust Operations, University of North Carolina, Charlotte, NC
Cannon Financial Institute
Certificate in Trust Operations, Pepperdine University, Malibu, California
Northwestern University
University College - Certificate in Accounting
University of Illinois at Urbana-Champaign
B.S. in Economics
Jeffrey Hilty Jeffrey Hilty's BNY Mellon Experience January 2014 - Present
Job Sales Associate at BNY Mellon
Industry Hospital & Health Care
Experience
BNY Mellon January 2014 - Present
BNY Mellon March 2013 - October 2013
UPMC October 2011 - November 2012
UPMC August 2009 - October 2011
EDMC April 2009 - August 2009
MDnetSolutions October 2005 - March 2009
Dish Network December 1999 - October 2005
Skills
Revenue Cycle, Informatics, Medical Education, HIPAA, Answering Phones, Customer Service, Customer Acquisition, Refunds, Management, Recruiting, Sales, Risk Management
Education
Lock Haven University of Pennsylvania 1985 — 1989
Bachelor's degree, Journalism
Hempfield Area High School 1983 — 1985
Diploma, Journalism
BNY Mellon January 2014 - Present
BNY Mellon March 2013 - October 2013
UPMC October 2011 - November 2012
UPMC August 2009 - October 2011
EDMC April 2009 - August 2009
MDnetSolutions October 2005 - March 2009
Dish Network December 1999 - October 2005
Skills
Revenue Cycle, Informatics, Medical Education, HIPAA, Answering Phones, Customer Service, Customer Acquisition, Refunds, Management, Recruiting, Sales, Risk Management
Education
Lock Haven University of Pennsylvania 1985 — 1989
Bachelor's degree, Journalism
Hempfield Area High School 1983 — 1985
Diploma, Journalism
Nathanial Roman's BNY Mellon Experience November 2010 - December 2013
Job Chemical Operator at Honeywell
Industry Financial Services
Experience
Honeywell December 2013 - Present
BNY Mellon November 2010 - December 2013
Wawa June 2007 - February 2013
Chrysler Financial April 2010 - August 2010
Skills
Mutual Funds, Accounting, Leadership, Microsoft Excel, Accounting System, Customer Service, Analysis, Swaps, Equities, Cash Management, Trading, Bloomberg Terminal, Chemical Engineering, Process Flow, Process Management, Bond Markets, Foreign Exchange, TIPS Trained, Money Market Funds, Sarbanes-Oxley, Vendor Management, Product Management, Market Pricing, Month End Close, Annual Reports, Client Relations Skills, NAV, Sports Coaching, Bank Reconciliation, Financial Services, Process Improvement, Account Reconciliation, Strategic Planning, Coaching, Bloomberg, Fund Accounting, Investments, Financial Analysis, Financial Risk, Team Leadership, Budgets, CPR Certified, AED, Fire Protection, Chemical Safety, Chemical Processing, Public Speaking
Education
Lock Haven University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management, 3.2
Honeywell December 2013 - Present
BNY Mellon November 2010 - December 2013
Wawa June 2007 - February 2013
Chrysler Financial April 2010 - August 2010
Skills
Mutual Funds, Accounting, Leadership, Microsoft Excel, Accounting System, Customer Service, Analysis, Swaps, Equities, Cash Management, Trading, Bloomberg Terminal, Chemical Engineering, Process Flow, Process Management, Bond Markets, Foreign Exchange, TIPS Trained, Money Market Funds, Sarbanes-Oxley, Vendor Management, Product Management, Market Pricing, Month End Close, Annual Reports, Client Relations Skills, NAV, Sports Coaching, Bank Reconciliation, Financial Services, Process Improvement, Account Reconciliation, Strategic Planning, Coaching, Bloomberg, Fund Accounting, Investments, Financial Analysis, Financial Risk, Team Leadership, Budgets, CPR Certified, AED, Fire Protection, Chemical Safety, Chemical Processing, Public Speaking
Education
Lock Haven University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management, 3.2
Falgun Patel Falgun Patel's BNY Mellon Experience February 2013 - May 2014
Job Sr. Director at Mylan Pharmaceuticals
Industry Pharmaceuticals
Experience
Mylan June 2014 - Present
BNY Mellon February 2013 - May 2014
Tyco International January 2004 - October 2012
Motorola Mobility May 1999 - December 2003
Lutron Electronics January 1998 - April 1999
Black & Decker June 1989 - December 1997
Skills
Global Sourcing, Supplier Management, eSourcing, Sourcing & Procurement, Strategy Development, Contract Management, Suppliers Development, Low Cost Country..., Offshore Resource..., Supply Management, Strategic Sourcing, Supply Chain, Strategy, Procurement, Supply Chain Management, Spend Analysis, Lean Manufacturing, Six Sigma, Cross-functional Team..., Ariba, Program Management, Purchasing, Management, Value Stream Mapping, Contract Negotiation, Operational Excellence, Sourcing, Supplier Development, Change Management, E-procurement, ERP, Manufacturing, Negotiation, Leadership, Analysis, Project Management, Continuous Improvement
Education
Loyola College in Maryland 1993 — 1996
MBA
Loyola College in Maryland 1989 — 1991
MS, Computer Science
Sardar Patel University 1981 — 1985
BS, Electronics
Mylan June 2014 - Present
BNY Mellon February 2013 - May 2014
Tyco International January 2004 - October 2012
Motorola Mobility May 1999 - December 2003
Lutron Electronics January 1998 - April 1999
Black & Decker June 1989 - December 1997
Skills
Global Sourcing, Supplier Management, eSourcing, Sourcing & Procurement, Strategy Development, Contract Management, Suppliers Development, Low Cost Country..., Offshore Resource..., Supply Management, Strategic Sourcing, Supply Chain, Strategy, Procurement, Supply Chain Management, Spend Analysis, Lean Manufacturing, Six Sigma, Cross-functional Team..., Ariba, Program Management, Purchasing, Management, Value Stream Mapping, Contract Negotiation, Operational Excellence, Sourcing, Supplier Development, Change Management, E-procurement, ERP, Manufacturing, Negotiation, Leadership, Analysis, Project Management, Continuous Improvement
Education
Loyola College in Maryland 1993 — 1996
MBA
Loyola College in Maryland 1989 — 1991
MS, Computer Science
Sardar Patel University 1981 — 1985
BS, Electronics
Cynthia Davis Cynthia Davis's BNY Mellon Experience April 2012 - Present
Job Financial Institutions Sales at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2012 - Present
BNY Mellon August 2007 - April 2012
BNY Mellon August 2000 - August 2007
LaSalle Bank 1998 - August 2000
Skills
Securities, Derivatives, Fixed Income, Project Management, Financial Services, Financial Markets, Corporate Finance, Risk Management, Bloomberg, Hedge Funds, Equities, CRM, Process Improvement, Financial Risk, Portfolio Management, Capital Markets, ABS, Corporate Trust, Bonds, Collaborative Problem..., Global Custody, Securitization, Management, Team Management, Strategic Partnerships, Cross Selling, Leadership Development, Mentoring Of Staff, MBS, Sales, Asset Management, Diversity & Inclusion, CLO, Financial Institutions, Structured Products, Alternative Investments
Education
University of Arizona 1982 — 1984
Finance
Pepperdine University 1981 — 1982
Finance
Loyola University of Chicago
Bachelor of Science (BS), Finance, General
BNY Mellon April 2012 - Present
BNY Mellon August 2007 - April 2012
BNY Mellon August 2000 - August 2007
LaSalle Bank 1998 - August 2000
Skills
Securities, Derivatives, Fixed Income, Project Management, Financial Services, Financial Markets, Corporate Finance, Risk Management, Bloomberg, Hedge Funds, Equities, CRM, Process Improvement, Financial Risk, Portfolio Management, Capital Markets, ABS, Corporate Trust, Bonds, Collaborative Problem..., Global Custody, Securitization, Management, Team Management, Strategic Partnerships, Cross Selling, Leadership Development, Mentoring Of Staff, MBS, Sales, Asset Management, Diversity & Inclusion, CLO, Financial Institutions, Structured Products, Alternative Investments
Education
University of Arizona 1982 — 1984
Finance
Pepperdine University 1981 — 1982
Finance
Loyola University of Chicago
Bachelor of Science (BS), Finance, General
Stephanie Tagliavia Stephanie Tagliavia's BNY Mellon Experience October 2013 - Present
Job Risk Management
Industry Investment Banking
Experience
BNY Mellon October 2013 - Present
Deutsche Bank June 2011 - August 2013
Waterfront Commission of New York Harbor April 2009 - May 2011
Infinity Lighting June 2004 - April 2009
Skills
PowerPoint, Lexis, Microsoft Excel, Microsoft Word, Lotus Notes, Loss Prevention..., PIMS, Accurint, TA2000, Salesforce.com, Juniper, Oracle RDC, Travel Arrangements, Outlook, Cpr Certified, Security, Mail Merge, Norkom, Access, Google Maps, NYSPIN, CP Clear, Outstanding time..., Team-oriented, Reliability, Integrity, Administrative..., Spreadsheets, Calendaring, Office Administration, Confidentiality, Teamwork, Office Management, Calendars, Organization, Administrative Work, Critical Thinking, Due Diligence, Legal Compliance, Goal Oriented, Organizational..., Travel Planning, Close Attention to..., Onboarding, Diary Management, Administrative..., Time Management
Education
Long Island University, Brooklyn Campus 2009 — 2013
Master's degree, Psychology, 3.9 GPA
Saint Thomas Aquinas College 2004 — 2008
Bachelor of Science (BS), Criminal Justice and Corrections, 3.8 GPA
BNY Mellon October 2013 - Present
Deutsche Bank June 2011 - August 2013
Waterfront Commission of New York Harbor April 2009 - May 2011
Infinity Lighting June 2004 - April 2009
Skills
PowerPoint, Lexis, Microsoft Excel, Microsoft Word, Lotus Notes, Loss Prevention..., PIMS, Accurint, TA2000, Salesforce.com, Juniper, Oracle RDC, Travel Arrangements, Outlook, Cpr Certified, Security, Mail Merge, Norkom, Access, Google Maps, NYSPIN, CP Clear, Outstanding time..., Team-oriented, Reliability, Integrity, Administrative..., Spreadsheets, Calendaring, Office Administration, Confidentiality, Teamwork, Office Management, Calendars, Organization, Administrative Work, Critical Thinking, Due Diligence, Legal Compliance, Goal Oriented, Organizational..., Travel Planning, Close Attention to..., Onboarding, Diary Management, Administrative..., Time Management
Education
Long Island University, Brooklyn Campus 2009 — 2013
Master's degree, Psychology, 3.9 GPA
Saint Thomas Aquinas College 2004 — 2008
Bachelor of Science (BS), Criminal Justice and Corrections, 3.8 GPA
Scott Mahnken Scott Mahnken's BNY Mellon Experience November 1991 - February 2003
Job Associate Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC March 2003 - Present
BNY Mellon November 1991 - February 2003
Education
LIU Post 1985 — 1990
Bachelor of Business Administration (BBA), Business/Managerial Economics
Newfield H.S. 1982 — 1985
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC March 2003 - Present
BNY Mellon November 1991 - February 2003
Education
LIU Post 1985 — 1990
Bachelor of Business Administration (BBA), Business/Managerial Economics
Newfield H.S. 1982 — 1985
Nicholas Zarzeczny Nicholas Zarzeczny's BNY Mellon Experience August 2014 - Present
Job DLM KYC/Tax Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2014 - Present
PNC May 2014 - August 2014
PNC July 2013 - May 2014
Subway September 2012 - April 2013
City Sports June 2012 - August 2012
American Eagle Outfitters April 2011 - August 2011
solutions4networks April 2011 - April 2011
RE 360 LLC May 2010 - August 2010
Skills
Customer Service, Loans, Banking, Credit, Outlook, Financial Analysis, Social Media, Teamwork, Social Networking, Microsoft Excel, Microsoft Office, Leadership, Public Speaking, Microsoft Word, PowerPoint, Event Planning
Education
Lock Haven University of Pennsylvania 2009 — 2013
B.S., Business Administration: Economics and Finance
BNY Mellon August 2014 - Present
PNC May 2014 - August 2014
PNC July 2013 - May 2014
Subway September 2012 - April 2013
City Sports June 2012 - August 2012
American Eagle Outfitters April 2011 - August 2011
solutions4networks April 2011 - April 2011
RE 360 LLC May 2010 - August 2010
Skills
Customer Service, Loans, Banking, Credit, Outlook, Financial Analysis, Social Media, Teamwork, Social Networking, Microsoft Excel, Microsoft Office, Leadership, Public Speaking, Microsoft Word, PowerPoint, Event Planning
Education
Lock Haven University of Pennsylvania 2009 — 2013
B.S., Business Administration: Economics and Finance
Joseph Tressitt Joseph Tressitt's BNY Mellon Experience July 2013 - September 2014
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
BlackRock December 2014 - July 2015
BNY Mellon July 2013 - September 2014
BNY Mellon August 2011 - July 2013
Citi June 2010 - April 2011
US Trust June 2008 - August 2008
Skills
Financial Analysis, Investments, Investment Management, Asset Allocation, Wealth Planning, Estate Planning, Bloomberg, Public Speaking, Negotiation, Organization, Wealth Management..., Portfolio Management, Equities, Fixed Income, Valuation, Hedge Funds, CRM, Alternative Investments, Investment Strategies, Securities, Mutual Funds, Bloomberg Terminal, Equity Research, Client Relationships, Client Presentations, Investment Analysis, Risk and Control, Portfolio Construction, Wealth Management
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
BlackRock August 2015 - Present
BlackRock December 2014 - July 2015
BNY Mellon July 2013 - September 2014
BNY Mellon August 2011 - July 2013
Citi June 2010 - April 2011
US Trust June 2008 - August 2008
Skills
Financial Analysis, Investments, Investment Management, Asset Allocation, Wealth Planning, Estate Planning, Bloomberg, Public Speaking, Negotiation, Organization, Wealth Management..., Portfolio Management, Equities, Fixed Income, Valuation, Hedge Funds, CRM, Alternative Investments, Investment Strategies, Securities, Mutual Funds, Bloomberg Terminal, Equity Research, Client Relationships, Client Presentations, Investment Analysis, Risk and Control, Portfolio Construction, Wealth Management
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Larry Neal Larry Neal's BNY Mellon Experience July 2013 - January 2014
Job Associate Director
Industry Financial Services
Experience
UBS May 2014 - Present
BNY Mellon July 2013 - January 2014
JPMorgan Chase August 2012 - March 2013
Citi November 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Banking, Customer Service, Business Communications, Investments, Financial Services, Finance, Securities, Fixed Income, Financial Analysis, Asset Management, Risk Management, Business Analysis, Wealth Management, Investment Banking, Credit
Education
Long Island University, Brooklyn Campus
UBS May 2014 - Present
BNY Mellon July 2013 - January 2014
JPMorgan Chase August 2012 - March 2013
Citi November 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Banking, Customer Service, Business Communications, Investments, Financial Services, Finance, Securities, Fixed Income, Financial Analysis, Asset Management, Risk Management, Business Analysis, Wealth Management, Investment Banking, Credit
Education
Long Island University, Brooklyn Campus
Adam Jentleson Adam Jentleson's BNY Mellon Experience August 2006 - August 2010
Job Demographic Analyst at Chicago Public Schools
Industry Education Management
Experience
Chicago Public Schools April 2014 - Present
Cartografika October 2011 - Present
University of Illinois at Chicago January 2011 - January 2014
Center for Neighborhood Technology January 2010 - January 2011
BNY Mellon August 2006 - August 2010
Skills
ArcGIS, Urban Planning, Adobe Creative Suite, Cartography, Microsoft Office, Graphic Design, Photoshop, Research, ArcGIS 10.1, ArcGIS Extentions, ArcGIS Network Analyst, ArcGIS Spatial Analyst, Geocoding, Query-based analysis, Illustrator, ArcGIS Model Builder, Google Earth, Google SketchUp, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, Adobe Muse, Python, Web Design, TileMill, Mapbox, Geomatics, Analysis, InDesign, SketchUp, ESRI Story Maps, GIS, Community Outreach
Education
University of Illinois at Chicago 2010 — 2012
Master of Urban Planning and Policy, Physical Planning
Loyola University of Chicago 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
Chicago Public Schools April 2014 - Present
Cartografika October 2011 - Present
University of Illinois at Chicago January 2011 - January 2014
Center for Neighborhood Technology January 2010 - January 2011
BNY Mellon August 2006 - August 2010
Skills
ArcGIS, Urban Planning, Adobe Creative Suite, Cartography, Microsoft Office, Graphic Design, Photoshop, Research, ArcGIS 10.1, ArcGIS Extentions, ArcGIS Network Analyst, ArcGIS Spatial Analyst, Geocoding, Query-based analysis, Illustrator, ArcGIS Model Builder, Google Earth, Google SketchUp, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, Adobe Muse, Python, Web Design, TileMill, Mapbox, Geomatics, Analysis, InDesign, SketchUp, ESRI Story Maps, GIS, Community Outreach
Education
University of Illinois at Chicago 2010 — 2012
Master of Urban Planning and Policy, Physical Planning
Loyola University of Chicago 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
Cecile Sinclair Cecile Sinclair's BNY Mellon Experience July 2013 - Present
Job CT Doc Admin Assistant at BNY Mellon
Industry Real Estate
Experience
BNY Mellon July 2013 - Present
TTI of USA March 2013 - Present
LSI September 2010 - February 2011
Indymac Bank August 2007 - October 2008
American Home Mortgage January 2001 - July 2007
Skills
Mortgage Lending, FHA, Loans, Credit, Banking, Real Estate, Finance, Calyx Point, Mortgage Banking, Microsoft Excel
Education
Long Beach City College 2009 — 2015
Associate's Degree, Business Administration and Management, General
Olympic College 2011 — 2012
Accounting, A
BNY Mellon July 2013 - Present
TTI of USA March 2013 - Present
LSI September 2010 - February 2011
Indymac Bank August 2007 - October 2008
American Home Mortgage January 2001 - July 2007
Skills
Mortgage Lending, FHA, Loans, Credit, Banking, Real Estate, Finance, Calyx Point, Mortgage Banking, Microsoft Excel
Education
Long Beach City College 2009 — 2015
Associate's Degree, Business Administration and Management, General
Olympic College 2011 — 2012
Accounting, A
Andrew Bashe Andrew Bashe's BNY Mellon Experience April 2011 - Present
Job Managing Director at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2011 - Present
Qwest Communications May 2009 - April 2011
Qwest Communications April 2008 - May 2009
Qwest Communications May 2006 - April 2008
Qwest Communications April 2004 - May 2006
Qwest Communications May 2002 - April 2004
Qwest Communications October 2000 - May 2002
Qwest Communications September 1999 - October 2000
The Chase Manhattan Bank September 1997 - September 1999
Barron's Online / IDD (Dow Jones, Inc. Subsidiary), June 1996 - September 1997
Skills
Telecommunications, Budgets, Strategic Planning, Strategy, Start-ups, Forecasting, Project Planning, Analysis, Insurance, Project Management, Business Process..., Management, Program Management, Leadership, Financial Modeling, Finance, Managerial Finance, Product Development, Executive Management, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Loyola University Maryland 1994 — 1996
MBA, Finance
University of Pennsylvania 1989 — 1993
BA, Political Science
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
BNY Mellon April 2011 - Present
Qwest Communications May 2009 - April 2011
Qwest Communications April 2008 - May 2009
Qwest Communications May 2006 - April 2008
Qwest Communications April 2004 - May 2006
Qwest Communications May 2002 - April 2004
Qwest Communications October 2000 - May 2002
Qwest Communications September 1999 - October 2000
The Chase Manhattan Bank September 1997 - September 1999
Barron's Online / IDD (Dow Jones, Inc. Subsidiary), June 1996 - September 1997
Skills
Telecommunications, Budgets, Strategic Planning, Strategy, Start-ups, Forecasting, Project Planning, Analysis, Insurance, Project Management, Business Process..., Management, Program Management, Leadership, Financial Modeling, Finance, Managerial Finance, Product Development, Executive Management, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Loyola University Maryland 1994 — 1996
MBA, Finance
University of Pennsylvania 1989 — 1993
BA, Political Science
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
Javonne Pinkney Javonne Pinkney's BNY Mellon Experience June 2008 - November 2011
Job Associate Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp August 2013 - Present
Ares Management November 2011 - August 2013
BNY Mellon June 2008 - November 2011
Moss Adams October 2005 - May 2008
Dichoso and Company 2003 - 2005
Skills
Accounting, GAAP, Financial Analysis, General Ledger, Financial Accounting, Auditing, Financial Modeling, Account Reconciliation, Internal Controls, Analysis, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, US GAAP, Finance, CPA, Accounts Payable
Education
Loyola Marymount University 2001 — 2005
Loyola Marymount University, College of Business Administration 2001 — 2005
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
SS&C GlobeOp August 2013 - Present
Ares Management November 2011 - August 2013
BNY Mellon June 2008 - November 2011
Moss Adams October 2005 - May 2008
Dichoso and Company 2003 - 2005
Skills
Accounting, GAAP, Financial Analysis, General Ledger, Financial Accounting, Auditing, Financial Modeling, Account Reconciliation, Internal Controls, Analysis, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, US GAAP, Finance, CPA, Accounts Payable
Education
Loyola Marymount University 2001 — 2005
Loyola Marymount University, College of Business Administration 2001 — 2005
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Paul L. Lagattuta Paul L. Lagattuta's BNY Mellon Experience July 2001 - August 2006
Job Corporate Strategy/Business Process Analyst/MBA/CSSGB/ ASQ: Open to New Opportunities
Industry Hospital & Health Care
Experience
Turning Stone Resort Casino October 2013 - September 2015
St. Joseph's Hospital Health Center October 2006 - August 2010
BNY Mellon July 2001 - August 2006
Skills
Management, Six Sigma, Change Management, Customer Satisfaction, Business Strategy, Team Management, Service Management, Strategic Planning, Project Management, Team Building, KPI implementation, Strategic Thinking, DMAIC, Vendor Management, Time Management, Customer Service, Strategy, Team Leadership, Process Improvement, SIPOC, Competitive Strategy, Leadership, Cross-functional Team..., Analysis, Quality Management, Process Quality..., Microsoft Office, Financial Services, Critical Thinking, Root Cause Analysis
Education
The University of Texas at Dallas - School of Management
Master of Business Administration, Business Policy and Strategy/International Management, 3.2 Overall Concentration 3.67
Louisiana State University
Bachelor of General Studies, Business Administration and Management, 3.6 in Business Management classes.
Catholic High School Baton Rouge, LA
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.4
Turning Stone Resort Casino October 2013 - September 2015
St. Joseph's Hospital Health Center October 2006 - August 2010
BNY Mellon July 2001 - August 2006
Skills
Management, Six Sigma, Change Management, Customer Satisfaction, Business Strategy, Team Management, Service Management, Strategic Planning, Project Management, Team Building, KPI implementation, Strategic Thinking, DMAIC, Vendor Management, Time Management, Customer Service, Strategy, Team Leadership, Process Improvement, SIPOC, Competitive Strategy, Leadership, Cross-functional Team..., Analysis, Quality Management, Process Quality..., Microsoft Office, Financial Services, Critical Thinking, Root Cause Analysis
Education
The University of Texas at Dallas - School of Management
Master of Business Administration, Business Policy and Strategy/International Management, 3.2 Overall Concentration 3.67
Louisiana State University
Bachelor of General Studies, Business Administration and Management, 3.6 in Business Management classes.
Catholic High School Baton Rouge, LA
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.4
Sean Murillo Sean Murillo's BNY Mellon Experience August 2006 - January 2010
Job Senior Business Analyst State Street Corp.
Industry Financial Services
Experience
State Street January 2012 - Present
Merrill Lynch March 2010 - December 2011
BNY Mellon August 2006 - January 2010
The New York Racing Association June 2004 - June 2009
Skills
Fixed Income, Securities, Equities, Fund Accounting, Middle Office, ETFs, Bloomberg, Bloomberg Terminal, Corporate Actions, Microsoft Excel, Settlement, Microsoft Office, Mutual Funds, Portfolio Management, Trading
Education
LIU Brooklyn 2009 — 2011
Pursuing M.B.A, Finance
Stony Brook University 2000 — 2006
Bachelor of Science, Mathematics and Business Management
Archbishop Molloy High School
High School Regents Diploma
State Street January 2012 - Present
Merrill Lynch March 2010 - December 2011
BNY Mellon August 2006 - January 2010
The New York Racing Association June 2004 - June 2009
Skills
Fixed Income, Securities, Equities, Fund Accounting, Middle Office, ETFs, Bloomberg, Bloomberg Terminal, Corporate Actions, Microsoft Excel, Settlement, Microsoft Office, Mutual Funds, Portfolio Management, Trading
Education
LIU Brooklyn 2009 — 2011
Pursuing M.B.A, Finance
Stony Brook University 2000 — 2006
Bachelor of Science, Mathematics and Business Management
Archbishop Molloy High School
High School Regents Diploma
Greer Henderson's BNY Mellon Experience June 2004 - Present
Job Operations Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2004 - Present
Skills
Customer Service, Project Management, Risk Management, Process Improvement, Business Analysis, Financial Analysis
Education
Lorain County Community College 1989 — 1992
Associate of Arts (A.A.), Professional Art
BNY Mellon June 2004 - Present
Skills
Customer Service, Project Management, Risk Management, Process Improvement, Business Analysis, Financial Analysis
Education
Lorain County Community College 1989 — 1992
Associate of Arts (A.A.), Professional Art
Nicholas Ferraro Nicholas Ferraro's BNY Mellon Experience March 2006 - April 2007
Job Global Maintenance Associate at State Street
Industry Entertainment
Experience
International Fund Services (NA) LLC, A State Street Company April 2015 - Present
Weintraub Films March 2013 - May 2015
Larsen Home Improvement April 2011 - February 2015
Larsen Home Improvement April 2009 - April 2011
Larsen Home Improvement April 2007 - April 2009
BNY Mellon March 2006 - April 2007
Target 2003 - 2005
Target January 2000 - 2003
Madison Square Garden September 2001 - April 2002
Skills
Sales, Financial Analysis, Management, Customer Service, Microsoft Excel, Microsoft Word, Budgets, Film Production, Screenwriting, Film Festivals, PowerPoint, Statistics, Securities, Account Management, Microsoft Office, Finance, Analysis, Dedication to..., Time Management, Client Interfacing..., Business Innovation, Bloomberg, Accounting, Social Networking, Social Media, Script Coverage, Mac OS, Priority Management, Team Leadership, Marketing, Research, Retail, Advertising, Investment Management, Financial Reporting, Strategic Planning, Equities, Fixed Income
Education
LIU Post 1999 — 2005
Bachelor of Science (BS), Business Administration and Management
Wantagh High School 1995 — 1999
Regents Diploma
International Fund Services (NA) LLC, A State Street Company April 2015 - Present
Weintraub Films March 2013 - May 2015
Larsen Home Improvement April 2011 - February 2015
Larsen Home Improvement April 2009 - April 2011
Larsen Home Improvement April 2007 - April 2009
BNY Mellon March 2006 - April 2007
Target 2003 - 2005
Target January 2000 - 2003
Madison Square Garden September 2001 - April 2002
Skills
Sales, Financial Analysis, Management, Customer Service, Microsoft Excel, Microsoft Word, Budgets, Film Production, Screenwriting, Film Festivals, PowerPoint, Statistics, Securities, Account Management, Microsoft Office, Finance, Analysis, Dedication to..., Time Management, Client Interfacing..., Business Innovation, Bloomberg, Accounting, Social Networking, Social Media, Script Coverage, Mac OS, Priority Management, Team Leadership, Marketing, Research, Retail, Advertising, Investment Management, Financial Reporting, Strategic Planning, Equities, Fixed Income
Education
LIU Post 1999 — 2005
Bachelor of Science (BS), Business Administration and Management
Wantagh High School 1995 — 1999
Regents Diploma
Tanisha M. Mitchell Tanisha M. Mitchell's BNY Mellon Experience May 2008 - September 2014
Job Administrative Assistant III at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Saira Ghaffar Saira Ghaffar's BNY Mellon Experience November 2014 - March 2015
Job Compliance Analyst Gifts and Entertainment Barclays
Industry Investment Banking
Experience
Barclays Capital March 2015 - Present
BNY Mellon November 2014 - March 2015
Everything Everywhere Ltd November 2011 - February 2015
UBS Investment Bank August 2013 - August 2014
Silverdale Solicitors July 2012 - July 2013
Cascada Interiors May 2011 - July 2012
Skills
Regulations, Regulatory Compliance, Policy, Compliance, Insurance, Microsoft Excel, Management, Teamwork, Team Leadership, Customer Service, Team Management, PowerPoint, Time Management, CRM, Strategy, Contract Negotiation, Customer Retention, Stakeholder Management, Direct Sales, Product Management, Customer Satisfaction, Telecommunications, CRD
Education
Mountbatten Institute 2013 — 2014
Postgraduate Degree, International Business Practice, (expected)
Liverpool John Moores University 2008 — 2011
Bachelor of Arts with Honours, Criminal Justice and Law, 2:2
Bury College 2006 — 2008
A Levels
Barclays Capital March 2015 - Present
BNY Mellon November 2014 - March 2015
Everything Everywhere Ltd November 2011 - February 2015
UBS Investment Bank August 2013 - August 2014
Silverdale Solicitors July 2012 - July 2013
Cascada Interiors May 2011 - July 2012
Skills
Regulations, Regulatory Compliance, Policy, Compliance, Insurance, Microsoft Excel, Management, Teamwork, Team Leadership, Customer Service, Team Management, PowerPoint, Time Management, CRM, Strategy, Contract Negotiation, Customer Retention, Stakeholder Management, Direct Sales, Product Management, Customer Satisfaction, Telecommunications, CRD
Education
Mountbatten Institute 2013 — 2014
Postgraduate Degree, International Business Practice, (expected)
Liverpool John Moores University 2008 — 2011
Bachelor of Arts with Honours, Criminal Justice and Law, 2:2
Bury College 2006 — 2008
A Levels
Karen Santana's BNY Mellon Experience 2012 - 2015
Job
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
BNY Mellon 2012 - 2015
UBS Wealth Management August 2011 - December 2011
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Portfolio Management, Finance, Bloomberg, Banking, Microsoft Office, Equities, Securities, Fund Accounting, Public Speaking, Account Reconciliation, Microsoft Word, Financial Services, Customer Service, Event Planning, Time Management, Research, Management, Derivatives, Security Clearance, Broker-Dealer Operations
Education
St. Joseph's College 2012 — 2015
Master of Business Administration (MBA), Finance, General
LIU Post
Bachelor's Degree, Finance, General
J.P. Morgan March 2015 - Present
BNY Mellon 2012 - 2015
UBS Wealth Management August 2011 - December 2011
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Portfolio Management, Finance, Bloomberg, Banking, Microsoft Office, Equities, Securities, Fund Accounting, Public Speaking, Account Reconciliation, Microsoft Word, Financial Services, Customer Service, Event Planning, Time Management, Research, Management, Derivatives, Security Clearance, Broker-Dealer Operations
Education
St. Joseph's College 2012 — 2015
Master of Business Administration (MBA), Finance, General
LIU Post
Bachelor's Degree, Finance, General
Fahim Iqbal, MBA's BNY Mellon Experience May 2015 - Present
Job Senior Associate Tax Compliance
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon July 2009 - May 2015
The Bank of New York August 2006 - July 2009
Astoria Federal Savings November 2005 - August 2006
AC/Mega Company May 2002 - August 2006
Skills
Word, Excel (VLOOKUP,..., PowerPoint, Outlook,..., Fund Accounting, Fund Administration, NAV, Mutual Funds, Fixed Income, Income Accruals, Expense Accruals, Cash Flow Forecasting, Initial and Normal..., Budgeting, Bloomberg Terminal, Securities, Budgets, Account Reconciliation, Accounting, Financial Statements, Investments, Bloomberg, Accounts Receivable, Banking
Education
Long Island University, Brooklyn Campus 2009 — 2012
Master of Business Administration (MBA), Accounting, 3.3
Queens College 2002 — 2005
Bachelor of Arts (B.A.), Economics, 3.5
Forest Hills High School 1996 — 2000
High School, High School
BNY Mellon May 2015 - Present
BNY Mellon July 2009 - May 2015
The Bank of New York August 2006 - July 2009
Astoria Federal Savings November 2005 - August 2006
AC/Mega Company May 2002 - August 2006
Skills
Word, Excel (VLOOKUP,..., PowerPoint, Outlook,..., Fund Accounting, Fund Administration, NAV, Mutual Funds, Fixed Income, Income Accruals, Expense Accruals, Cash Flow Forecasting, Initial and Normal..., Budgeting, Bloomberg Terminal, Securities, Budgets, Account Reconciliation, Accounting, Financial Statements, Investments, Bloomberg, Accounts Receivable, Banking
Education
Long Island University, Brooklyn Campus 2009 — 2012
Master of Business Administration (MBA), Accounting, 3.3
Queens College 2002 — 2005
Bachelor of Arts (B.A.), Economics, 3.5
Forest Hills High School 1996 — 2000
High School, High School
Trista Gladish Trista Gladish's BNY Mellon Experience May 2010 - July 2011
Job Vice President, PNC Financial Services Group,Inc.
Industry Information Technology and Services
Experience
PNC Financial Services, Inc. August 2011 - Present
BNY Mellon May 2010 - July 2011
State Farm Insurance October 2008 - July 2009
State Farm Insurance May 2006 - October 2008
State Farm Insurance Companies December 2004 - May 2006
State Farm Insurance January 2001 - December 2004
State Farm Insurance November 1998 - January 2001
Printpack, Inc. May 1997 - October 1998
Skills
Information Technology, Vendor Management, Process Improvement, Financial Services, Leadership, IT Operations, User Experience, WebEx, ITSM, IT Strategy, ITIL Certified, IT Management, IT Service Management, Staff Development, Enterprise Software, Strategy, Troubleshooting, Networking, Management, Enterprise Architecture, Security, Information Security, Infrastructure, System Deployment, Collaboration, Social Business, Governance, Routers, System Administration, Windows, ITIL, Data Center, Disaster Recovery, Training, Servers, Switches, Network Design, SDLC, Business Continuity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Information Technology, Marketing
Louisiana Tech University 1992 — 1997
Bachelor of Science, Management Information Systems
PNC Financial Services, Inc. August 2011 - Present
BNY Mellon May 2010 - July 2011
State Farm Insurance October 2008 - July 2009
State Farm Insurance May 2006 - October 2008
State Farm Insurance Companies December 2004 - May 2006
State Farm Insurance January 2001 - December 2004
State Farm Insurance November 1998 - January 2001
Printpack, Inc. May 1997 - October 1998
Skills
Information Technology, Vendor Management, Process Improvement, Financial Services, Leadership, IT Operations, User Experience, WebEx, ITSM, IT Strategy, ITIL Certified, IT Management, IT Service Management, Staff Development, Enterprise Software, Strategy, Troubleshooting, Networking, Management, Enterprise Architecture, Security, Information Security, Infrastructure, System Deployment, Collaboration, Social Business, Governance, Routers, System Administration, Windows, ITIL, Data Center, Disaster Recovery, Training, Servers, Switches, Network Design, SDLC, Business Continuity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Information Technology, Marketing
Louisiana Tech University 1992 — 1997
Bachelor of Science, Management Information Systems
Stephen Tagliamonte Stephen Tagliamonte's BNY Mellon Experience June 2009 - August 2009
Job Equity Swap Trade Support Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2011 - June 2013
UBS Financial Services December 2010 - May 2011
Morgan Stanley April 2010 - September 2010
BNY Mellon June 2009 - August 2009
Skills
Securities, Asset Allocation, Asset Managment, Exposure Assessment, Collateral Management, Communication Skills, Managing Deadlines, Data Analysis
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Business Administration
Morgan Stanley June 2013 - Present
Morgan Stanley June 2011 - June 2013
UBS Financial Services December 2010 - May 2011
Morgan Stanley April 2010 - September 2010
BNY Mellon June 2009 - August 2009
Skills
Securities, Asset Allocation, Asset Managment, Exposure Assessment, Collateral Management, Communication Skills, Managing Deadlines, Data Analysis
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Business Administration
Festus Williams III's BNY Mellon Experience August 2007 - Present
Job Mutual Fund Account Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
Skills
Microsoft Excel, Mutual Funds, Fixed Income, Equities, Money Market, Corporate Actions, Wire Transfers, Internal Audit, External Audit, AML, Financial Services, DTC, Federal Reserve, TLM, US Treasuries, Bonds, Microsoft Word, PowerPoint, Security Operations, Capital Markets, Middle Office, Financial Analysis
Education
Long Island University, Brooklyn Campus
Bachelor of Science (BS), Finance
Long Island University, Brooklyn Campus
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon August 2007 - Present
Skills
Microsoft Excel, Mutual Funds, Fixed Income, Equities, Money Market, Corporate Actions, Wire Transfers, Internal Audit, External Audit, AML, Financial Services, DTC, Federal Reserve, TLM, US Treasuries, Bonds, Microsoft Word, PowerPoint, Security Operations, Capital Markets, Middle Office, Financial Analysis
Education
Long Island University, Brooklyn Campus
Bachelor of Science (BS), Finance
Long Island University, Brooklyn Campus
Bachelor of Science (BS), Business Administration and Management, General
Sandra Pyun Sandra Pyun's BNY Mellon Experience September 2005 - July 2013
Job Senior trading assistant at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation July 2013 - Present
BNY Mellon September 2005 - July 2013
Bank of New York Mellon Financial Corporation September 2005 - July 2013
7-Eleven June 2001 - September 2005
Skills
Corporate Actions, Securities, Settlement, Middle Office, Mutual Funds, Bloomberg, Back Office, Equities, Fixed Income, Fund Accounting, Hedge Funds
Education
LIU Post 2001 — 2005
B.A, Psychology
Sumitomo Mitsui Banking Corporation July 2013 - Present
BNY Mellon September 2005 - July 2013
Bank of New York Mellon Financial Corporation September 2005 - July 2013
7-Eleven June 2001 - September 2005
Skills
Corporate Actions, Securities, Settlement, Middle Office, Mutual Funds, Bloomberg, Back Office, Equities, Fixed Income, Fund Accounting, Hedge Funds
Education
LIU Post 2001 — 2005
B.A, Psychology
Will Brewster Will Brewster's BNY Mellon Experience 2013 - 2013
Job Executive Recruiter at Daversa Partners
Industry Venture Capital & Private Equity
Experience
Daversa Partners 2013 - Present
BNY Mellon 2013 - 2013
Morgan Stanley 2010 - 2012
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
Fairfield College Preparatory School
Daversa Partners 2013 - Present
BNY Mellon 2013 - 2013
Morgan Stanley 2010 - 2012
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
Fairfield College Preparatory School
Richard Loman Richard Loman's BNY Mellon Experience September 1986 - April 1993
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Vice PresidentDeutsche Bank2001 - 2011
US Navy Reserve August 1986 - December 2005
PaineWebber April 1993 - April 2001
BNY Mellon September 1986 - April 1993
US Navy June 1983 - August 1986
Skills
Risk Management, Fixed Income, Capital Markets, Treasury Services, KYC, Securities Lending, VAR, Relationship Management, Investment Banking, Operational Risk..., Operational Risk, Derivatives, AML, Financial Risk, Hedge Funds
Education
Rutgers University 1995 — 2000
BS, Accounting
Long Island University, Brooklyn Campus 1990 — 1995
MBA, Finance
Washington State University 1979 — 1983
BA, Criminal Justice
Morgan Stanley Vice PresidentDeutsche Bank2001 - 2011
US Navy Reserve August 1986 - December 2005
PaineWebber April 1993 - April 2001
BNY Mellon September 1986 - April 1993
US Navy June 1983 - August 1986
Skills
Risk Management, Fixed Income, Capital Markets, Treasury Services, KYC, Securities Lending, VAR, Relationship Management, Investment Banking, Operational Risk..., Operational Risk, Derivatives, AML, Financial Risk, Hedge Funds
Education
Rutgers University 1995 — 2000
BS, Accounting
Long Island University, Brooklyn Campus 1990 — 1995
MBA, Finance
Washington State University 1979 — 1983
BA, Criminal Justice
Jeanne Bakker's BNY Mellon Experience June 2015 - Present
Job Senior Counsel at BNY Mellon
Industry Law Practice
Experience
BNY Mellon June 2015 - Present
Skills
Litigation, Employment Law, Commercial Litigation, Arbitration, Civil Litigation, Legal Research, Dispute Resolution, Corporate Governance, Corporate Law, Class Actions, Legal Writing, Mediation, Employment Contracts, Employee Benefits, Appeals
Education
University of Texas, School of Law 1987 — 1990
JD
Louisiana State University 1982 — 1986
Bachelor of Arts, History and Political Science
BNY Mellon June 2015 - Present
Skills
Litigation, Employment Law, Commercial Litigation, Arbitration, Civil Litigation, Legal Research, Dispute Resolution, Corporate Governance, Corporate Law, Class Actions, Legal Writing, Mediation, Employment Contracts, Employee Benefits, Appeals
Education
University of Texas, School of Law 1987 — 1990
JD
Louisiana State University 1982 — 1986
Bachelor of Arts, History and Political Science
Micheline Guillaume, MBA Micheline Guillaume, MBA's BNY Mellon Experience March 2005 - January 2008
Job Staffing & Recruitment Coordinator at Pace
Industry Human Resources
Experience
Pace University September 2011 - Present
Recruiting Business Experts December 2009 - August 2010
MTA February 2009 - November 2009
BNY Mellon March 2005 - January 2008
Skills
Interviewing, Kronos, Staff Training, Strategic Planning, Supervisory Skills, Problem Solving, Corporate Communications, Compensation, Employee Selection, Benchmarking, Self Management, Banners, PeopleAdmin, Employee Management, Employee Relations, Onboarding, PeopleSoft, Talent Management, Recruitment/Retention, Employee Benefits, Talent Acquisition, Applicant Tracking..., Employee Engagement, HR Policies, HR Strategy, HRIS, Benefits Administration, Background Checks, Full-cycle Recruiting, Interviews, Recruiting, Deferred Compensation, Policy, Management, Human Resources, Organizational..., Resume Writing, Temporary Placement, Career Counseling, Time Management, College Recruiting, Hiring, Career Development, Taleo
Education
Long Island University, Brooklyn Campus 2007 — 2010
MBA, Human Resources Management
Long Island University 1997 — 2007
Bachelor of Science (BS), Management
Pace University September 2011 - Present
Recruiting Business Experts December 2009 - August 2010
MTA February 2009 - November 2009
BNY Mellon March 2005 - January 2008
Skills
Interviewing, Kronos, Staff Training, Strategic Planning, Supervisory Skills, Problem Solving, Corporate Communications, Compensation, Employee Selection, Benchmarking, Self Management, Banners, PeopleAdmin, Employee Management, Employee Relations, Onboarding, PeopleSoft, Talent Management, Recruitment/Retention, Employee Benefits, Talent Acquisition, Applicant Tracking..., Employee Engagement, HR Policies, HR Strategy, HRIS, Benefits Administration, Background Checks, Full-cycle Recruiting, Interviews, Recruiting, Deferred Compensation, Policy, Management, Human Resources, Organizational..., Resume Writing, Temporary Placement, Career Counseling, Time Management, College Recruiting, Hiring, Career Development, Taleo
Education
Long Island University, Brooklyn Campus 2007 — 2010
MBA, Human Resources Management
Long Island University 1997 — 2007
Bachelor of Science (BS), Management
Ira Greenspan Ira Greenspan's BNY Mellon Experience July 2013 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Citigroup June 2009 - July 2013
Citigroup January 2000 - January 2010
Con Edison April 1992 - January 2000
Grumman Data Systems 1988 - 1992
Skills
Strategy, Agile Methodologies, Banking, Strategic Planning, Leadership, Portfolio Management, Human Resources, Architecture, SDLC, Project Management, Governance, Mobile Devices, Program Management, Enterprise Architecture, IT Strategy
Education
LIU Post 1986 — 1990
BS, Computer Science
BNY Mellon July 2013 - Present
Citigroup June 2009 - July 2013
Citigroup January 2000 - January 2010
Con Edison April 1992 - January 2000
Grumman Data Systems 1988 - 1992
Skills
Strategy, Agile Methodologies, Banking, Strategic Planning, Leadership, Portfolio Management, Human Resources, Architecture, SDLC, Project Management, Governance, Mobile Devices, Program Management, Enterprise Architecture, IT Strategy
Education
LIU Post 1986 — 1990
BS, Computer Science
James Adamo's BNY Mellon Experience January 2008 - May 2008
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2014 - Present
JP Morgan Chase Bank, N.A. May 2012 - December 2013
JP Morgan Chase Bank, N.A. December 2009 - May 2012
J.Crew September 2008 - December 2009
BNY Mellon January 2008 - May 2008
Education
Long Island University, Brooklyn Campus 2003 — 2007
Bachelor's degree, Business Administration and Management, General
JP Morgan Chase Bank, N.A. January 2014 - Present
JP Morgan Chase Bank, N.A. May 2012 - December 2013
JP Morgan Chase Bank, N.A. December 2009 - May 2012
J.Crew September 2008 - December 2009
BNY Mellon January 2008 - May 2008
Education
Long Island University, Brooklyn Campus 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Giovanni Gonzalez Giovanni Gonzalez's BNY Mellon Experience October 2006 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
Skills
Series 7, Portfolio Management, Asset Managment, Capital Markets, Investments, Alternative Investments, Equities, Banking, Financial Modeling, Hedge Funds, Bloomberg
Education
LIU Post 1996 — 1998
MBA, Finance
LIU Post 1991 — 1995
BS, Management
BNY Mellon October 2006 - Present
Skills
Series 7, Portfolio Management, Asset Managment, Capital Markets, Investments, Alternative Investments, Equities, Banking, Financial Modeling, Hedge Funds, Bloomberg
Education
LIU Post 1996 — 1998
MBA, Finance
LIU Post 1991 — 1995
BS, Management
Anthony DeBitetto Anthony DeBitetto's BNY Mellon Experience April 1998 - November 2006
Job Business Analyst at Perfumania
Industry Retail
Experience
Perfumania April 2009 - Present
Citi November 2006 - May 2008
BNY Mellon April 1998 - November 2006
BNY Mellon September 1989 - April 1998
Skills
JDA, Inventory Control, Customer Service, POS, Microsoft Excel, Business Analysis, Microsoft Office, Profit, SDLC
Education
Long Island University, C.W. Post Campus 1982 — 1984
Bachelor's degree, Computer Science
Nassau Community College 1979 — 1981
Associate of Science (AS), Accounting
Perfumania April 2009 - Present
Citi November 2006 - May 2008
BNY Mellon April 1998 - November 2006
BNY Mellon September 1989 - April 1998
Skills
JDA, Inventory Control, Customer Service, POS, Microsoft Excel, Business Analysis, Microsoft Office, Profit, SDLC
Education
Long Island University, C.W. Post Campus 1982 — 1984
Bachelor's degree, Computer Science
Nassau Community College 1979 — 1981
Associate of Science (AS), Accounting
Andrew Savino's BNY Mellon Experience May 2011 - Present
Job Managing Director at HedgeMark (BNY Mellon)
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
Measurisk January 2008 - April 2011
Deutsche Bank AG January 2007 - January 2008
The Bank of New York 2005 - 2007
Skills
Securities, Hedge Funds, Financial Risk, Investments, Derivatives, Risk Management, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Due Diligence, Fixed Income, Financial Modeling, Capital Markets, Analytics
Education
Loyola University Maryland 2001 — 2005
BNY Mellon May 2011 - Present
Measurisk January 2008 - April 2011
Deutsche Bank AG January 2007 - January 2008
The Bank of New York 2005 - 2007
Skills
Securities, Hedge Funds, Financial Risk, Investments, Derivatives, Risk Management, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Due Diligence, Fixed Income, Financial Modeling, Capital Markets, Analytics
Education
Loyola University Maryland 2001 — 2005
Vickie Evans, SPHR's BNY Mellon Experience May 2008 - March 2010
Job Human Resources at HCA Physicians Services
Industry Hospital & Health Care
Experience
HCA Physicians Services March 2015 - Present
AmSurg March 2011 - January 2015
Community Health Systems January 2011 - March 2011
BNY Mellon May 2008 - March 2010
Bryan, Pendleton, Swats & McAllister (BPSM) April 1999 - May 2008
Skills
Employee Relations, Employee Relations..., Performance Management, Training, Employment Law..., Employee Orientations, FMLA, ADAAA, Onboarding, Succession Planning, New Hire Orientations, Talent Acquisition, Management, Leadership, Affirmative Action, Strategic Planning, Employee Engagement, Process Improvement, Change Management, Benefits Administration, Employment Law, Employee Handbooks, Coaching, Team Building, Leadership Development, Mergers & Acquisitions, Conflict Resolution, Business Continuity..., Marketing Research, Employee Opinion Surveys, Compensation Review, Market Pricing, Workplace Investigation, Internal Investigations
Education
Lipscomb University 2003 — 2005
MBA
Lipscomb University
B.S.
HCA Physicians Services March 2015 - Present
AmSurg March 2011 - January 2015
Community Health Systems January 2011 - March 2011
BNY Mellon May 2008 - March 2010
Bryan, Pendleton, Swats & McAllister (BPSM) April 1999 - May 2008
Skills
Employee Relations, Employee Relations..., Performance Management, Training, Employment Law..., Employee Orientations, FMLA, ADAAA, Onboarding, Succession Planning, New Hire Orientations, Talent Acquisition, Management, Leadership, Affirmative Action, Strategic Planning, Employee Engagement, Process Improvement, Change Management, Benefits Administration, Employment Law, Employee Handbooks, Coaching, Team Building, Leadership Development, Mergers & Acquisitions, Conflict Resolution, Business Continuity..., Marketing Research, Employee Opinion Surveys, Compensation Review, Market Pricing, Workplace Investigation, Internal Investigations
Education
Lipscomb University 2003 — 2005
MBA
Lipscomb University
B.S.
Eleanor Golden's BNY Mellon Experience June 2011 - Present
Job Research Professional
Industry Research
Experience
BNY Mellon June 2011 - Present
Skills
Molecular Biology, Science, PCR, Cell Culture, Western Blotting, Research, Biochemistry, Cell Biology, Microscopy, Qualitative Research, Data Analysis
Education
Lincoln University
Bachelor of Arts (B.A.), Biology
BNY Mellon June 2011 - Present
Skills
Molecular Biology, Science, PCR, Cell Culture, Western Blotting, Research, Biochemistry, Cell Biology, Microscopy, Qualitative Research, Data Analysis
Education
Lincoln University
Bachelor of Arts (B.A.), Biology
Brian Houseman's BNY Mellon Experience August 2015 - Present
Job Group Manager Investment Accounting/Financial Reporting at BNYMellon
Industry Accounting
Experience
BNY Mellon August 2015 - Present
T. Rowe Price October 2008 - July 2015
T Rowe Price September 2003 - September 2008
Arthur Andersen/Ernst & Young August 1999 - August 2003
Arthur Andersen 1999 - 2002
Skills
Financial Analysis, Financial Modeling, Auditing, Internal Controls, Financial Reporting, Investments
Education
Loyola University Maryland 1995 — 1999
BNY Mellon August 2015 - Present
T. Rowe Price October 2008 - July 2015
T Rowe Price September 2003 - September 2008
Arthur Andersen/Ernst & Young August 1999 - August 2003
Arthur Andersen 1999 - 2002
Skills
Financial Analysis, Financial Modeling, Auditing, Internal Controls, Financial Reporting, Investments
Education
Loyola University Maryland 1995 — 1999
Charles Peyton's BNY Mellon Experience 2007 - Present
Job IT Help Desk Mgr at Dreyfus Corporation
Industry Information Technology and Services
Experience
The Bank of New York Mellon July 2007 - Present
BNY Mellon 2007 - Present
Dreyfus May 2001 - July 2007
Skills
Disaster Recovery, Active Directory, ITIL, IT Management, IT Strategy, Data Center, Troubleshooting, Integration
Education
Long Island University, C.W. Post Campus 1999 — 2001
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
The Bank of New York Mellon July 2007 - Present
BNY Mellon 2007 - Present
Dreyfus May 2001 - July 2007
Skills
Disaster Recovery, Active Directory, ITIL, IT Management, IT Strategy, Data Center, Troubleshooting, Integration
Education
Long Island University, C.W. Post Campus 1999 — 2001
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
raheel siddiqui's BNY Mellon Experience October 2008 - March 2011
Job Senior KYC Specialist at Nordea
Industry Financial Services
Experience
Nordea April 2011 - Present
BNY Mellon October 2008 - March 2011
Astoria Bank February 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, LexisNexis, Choice Point, Factset Research System, RDC, World-Check, Dow Jones Factivia, Fitch, Bankers Almanac
Education
LIU Brooklyn 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
York College (CUNY) 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Nordea April 2011 - Present
BNY Mellon October 2008 - March 2011
Astoria Bank February 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, LexisNexis, Choice Point, Factset Research System, RDC, World-Check, Dow Jones Factivia, Fitch, Bankers Almanac
Education
LIU Brooklyn 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
York College (CUNY) 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Benson Okumu, CPA's BNY Mellon Experience February 2006 - August 2013
Job Staff Accountant McSoley McCoy & Co.
Industry Accounting
Experience
McSoley McCoy & Co. September 2013 - Present
BNY Mellon February 2006 - August 2013
Skills
Investments, Fund Accounting, Hedge Funds, Bloomberg, Financial Analysis, Mutual Funds, Securities, Fixed Income, Equities, Financial Reporting, Alternative Investments, Asset Management, Derivatives, Account Reconciliation, Auditing, Accounting, Cash Management
Education
Wilmington University 2008 — 2010
MBA, Finance
Lincoln University 2002 — 2005
Banking and Finance
McSoley McCoy & Co. September 2013 - Present
BNY Mellon February 2006 - August 2013
Skills
Investments, Fund Accounting, Hedge Funds, Bloomberg, Financial Analysis, Mutual Funds, Securities, Fixed Income, Equities, Financial Reporting, Alternative Investments, Asset Management, Derivatives, Account Reconciliation, Auditing, Accounting, Cash Management
Education
Wilmington University 2008 — 2010
MBA, Finance
Lincoln University 2002 — 2005
Banking and Finance
Tony Maranto's BNY Mellon Experience April 2006 - April 2008
Job Vice President, Financial Controller at BNY Mellon
Industry Financial Services
Experience
BNY Mellon (The Bank of New York Mellon) April 2008 - Present
BNY Mellon April 2006 - April 2008
BNY Mellon (BNY Asset Solutions LLC) November 2000 - April 2006
Bank of America May 1996 - November 2000
Environmental Materials Inc. May 1995 - May 1996
Merrill Lynch August 1991 - August 1994
Skills
Financial Modeling, Financial Accounting, Financial Reporting, Reporting & Analysis, Budgets, Balance Sheet, Income Statement, Banking, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Audit, External Audit, Operations Management, Investor Reporting
Education
The University of Texas at Dallas - School of Management
MS, Accounting, GPA 3.90
Louisiana Tech University 1991 — 1992
MBA, Business Administration
LSU Shreveport 1987 — 1991
BS, Finance
Louisiana State University 1986 — 1987
Engineering
BNY Mellon (The Bank of New York Mellon) April 2008 - Present
BNY Mellon April 2006 - April 2008
BNY Mellon (BNY Asset Solutions LLC) November 2000 - April 2006
Bank of America May 1996 - November 2000
Environmental Materials Inc. May 1995 - May 1996
Merrill Lynch August 1991 - August 1994
Skills
Financial Modeling, Financial Accounting, Financial Reporting, Reporting & Analysis, Budgets, Balance Sheet, Income Statement, Banking, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Audit, External Audit, Operations Management, Investor Reporting
Education
The University of Texas at Dallas - School of Management
MS, Accounting, GPA 3.90
Louisiana Tech University 1991 — 1992
MBA, Business Administration
LSU Shreveport 1987 — 1991
BS, Finance
Louisiana State University 1986 — 1987
Engineering
Ann Morsch's BNY Mellon Experience February 1994 - October 1997
Job Senior Director Network Services (AFFN) Transaction Services Inc
Industry Information Services
Experience
Transaction Services Inc November 2003 - Present
Armed Forces Financial Network March 2008 - March 2012
Armed Forces Financial Network November 2003 - March 2008
Fiserv Inc 2003 - 2003
Fiserv EFT 2003 - 2003
EDS 1997 - 2003
BNY Mellon February 1994 - October 1997
Skills
Banking, Electronic Payments, Debit Cards, Business Development, Credit Cards, Management, Relationship Management, Vendor Management, Business Analysis, Payment Card Processing, Financial Services, Payments, Process Improvement, Product Management, Payment Systems, Risk Management, Transaction Processing, SDLC, Cards, Acquiring, Mobile Commerce, ACH, Mobile Payments, Strategy, Call Centers, CRM, E-payments, Analytics, Project Management, Executive Management, Business Process..., Project Portfolio..., E-commerce, Strategic Partnerships, Fraud, Credit, Toastmasters, Account Management, ATM networks, EFTPOS, Change Management, Outsourcing, PMO, PCI DSS, IT Strategy, Payment Gateways, Internet Banking, Financial Risk, Public Speaking
Education
Lycoming College 1980 — 1984
Transaction Services Inc November 2003 - Present
Armed Forces Financial Network March 2008 - March 2012
Armed Forces Financial Network November 2003 - March 2008
Fiserv Inc 2003 - 2003
Fiserv EFT 2003 - 2003
EDS 1997 - 2003
BNY Mellon February 1994 - October 1997
Skills
Banking, Electronic Payments, Debit Cards, Business Development, Credit Cards, Management, Relationship Management, Vendor Management, Business Analysis, Payment Card Processing, Financial Services, Payments, Process Improvement, Product Management, Payment Systems, Risk Management, Transaction Processing, SDLC, Cards, Acquiring, Mobile Commerce, ACH, Mobile Payments, Strategy, Call Centers, CRM, E-payments, Analytics, Project Management, Executive Management, Business Process..., Project Portfolio..., E-commerce, Strategic Partnerships, Fraud, Credit, Toastmasters, Account Management, ATM networks, EFTPOS, Change Management, Outsourcing, PMO, PCI DSS, IT Strategy, Payment Gateways, Internet Banking, Financial Risk, Public Speaking
Education
Lycoming College 1980 — 1984
Sharon Kaiser's BNY Mellon Experience July 2008 - Present
Job Chief Accounting Officer at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2008 - Present
Morgan Stanley 1995 - 2008
JP Morgan Chase 1992 - 1995
Price Waterhouse Coopers 1984 - 1992
Education
Louisiana State University 1980 — 1984
BS, cum laude, Accounting
BNY Mellon July 2008 - Present
Morgan Stanley 1995 - 2008
JP Morgan Chase 1992 - 1995
Price Waterhouse Coopers 1984 - 1992
Education
Louisiana State University 1980 — 1984
BS, cum laude, Accounting
Stephan Brian's BNY Mellon Experience August 2007 - Present
Job VP The Dreyfus Corporation
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
Dreyfus Corporation March 2005 - July 2007
Education
LIU Post 1993 — 1997
BNY Mellon August 2007 - Present
Dreyfus Corporation March 2005 - July 2007
Education
LIU Post 1993 — 1997
Marilyn Tejada's BNY Mellon Experience June 2012 - July 2012
Job Sr. Financial Reports Analyst
Industry Research
Experience
Federal Reserve Bank of New York July 2012 - Present
BNY Mellon June 2012 - July 2012
BNY Mellon January 2008 - June 2012
BNY Mellon 2004 - 2008
BNY Mellon June 2006 - September 2006
Skills
Lotus Notes, Bloomberg, SharePoint, Spanish, Dashboard, Inform, Securities, Fixed Income, Hedge Funds, Financial Analysis, Outlook, Mutual Funds, Outstanding..., Microsoft Excel, Fund Of Funds, Fund Administration, Financial Services, Equities, Asset Management, Alternative Investments, Accounting, Banking
Education
Long Island University 2004 — 2010
Master of Business Administration and Bachelor of Arts, Business Administration
Federal Reserve Bank of New York July 2012 - Present
BNY Mellon June 2012 - July 2012
BNY Mellon January 2008 - June 2012
BNY Mellon 2004 - 2008
BNY Mellon June 2006 - September 2006
Skills
Lotus Notes, Bloomberg, SharePoint, Spanish, Dashboard, Inform, Securities, Fixed Income, Hedge Funds, Financial Analysis, Outlook, Mutual Funds, Outstanding..., Microsoft Excel, Fund Of Funds, Fund Administration, Financial Services, Equities, Asset Management, Alternative Investments, Accounting, Banking
Education
Long Island University 2004 — 2010
Master of Business Administration and Bachelor of Arts, Business Administration
Frank Sidoti's BNY Mellon Experience August 2013 - Present
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
Drew Martini's BNY Mellon Experience November 2000 - May 2002
Job Senior Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank February 2012 - Present
Wells Fargo June 2002 - February 2012
BNY Mellon November 2000 - May 2002
Bank of America March 1985 - November 2000
Education
Loyola University Maryland 1995 — 1997
MBA, Business
Lycoming College
BA, Business Administration
SunTrust Bank February 2012 - Present
Wells Fargo June 2002 - February 2012
BNY Mellon November 2000 - May 2002
Bank of America March 1985 - November 2000
Education
Loyola University Maryland 1995 — 1997
MBA, Business
Lycoming College
BA, Business Administration
Paul Celentano's BNY Mellon Experience 1996 - 1999
Job Portfolio manager/Advisor
Industry Financial Services
Experience
Harbor Financial Services LLC June 2005 - Present
BNY Mellon 1996 - 1999
BNY Mellon 1996 - 1999
Skills
Company Stock..., Tactical Portfolio..., Tax Sensative Portfolio..., Stock Option analysis &..., Retirement Distribution...
Education
LIU Post 1984 — 1988
bs, management marketing finance
Harbor Financial Services LLC June 2005 - Present
BNY Mellon 1996 - 1999
BNY Mellon 1996 - 1999
Skills
Company Stock..., Tactical Portfolio..., Tax Sensative Portfolio..., Stock Option analysis &..., Retirement Distribution...
Education
LIU Post 1984 — 1988
bs, management marketing finance
Ty Carlos's BNY Mellon Experience April 2008 - April 2014
Job Executive Director for the Louisiana Community Development Authority
Industry Financial Services
Experience
Louisiana Community Development Authority April 2014 - Present
BNY Mellon April 2008 - April 2014
JP Morgan Chase May 1989 - April 2008
Skills
Securities, Banking, Investments, Asset Management, Mutual Funds, Credit, Relationship Management, Bonds, Loans, Wealth Management, Asset Allocation, Mortgage Lending, Capital Markets, Corporate Finance, Credit Analysis, Equities, Financial Services, Fixed Income, Investment Banking, Portfolio Management, Sales, Series 7, Strategic Planning, Structured Finance
Education
Louisiana State University and Agricultural and Mechanical College 1984 — 1989
Bachelor of Science, Finance
South Terrebonne High School 1982 — 1984
High School Diploma
Louisiana Community Development Authority April 2014 - Present
BNY Mellon April 2008 - April 2014
JP Morgan Chase May 1989 - April 2008
Skills
Securities, Banking, Investments, Asset Management, Mutual Funds, Credit, Relationship Management, Bonds, Loans, Wealth Management, Asset Allocation, Mortgage Lending, Capital Markets, Corporate Finance, Credit Analysis, Equities, Financial Services, Fixed Income, Investment Banking, Portfolio Management, Sales, Series 7, Strategic Planning, Structured Finance
Education
Louisiana State University and Agricultural and Mechanical College 1984 — 1989
Bachelor of Science, Finance
South Terrebonne High School 1982 — 1984
High School Diploma
Anthony Oladosu's BNY Mellon Experience December 2008 - January 2011
Job BSA/AML Compliance
Industry Banking
Experience
BBVA October 2014 - Present
New York State Department of Taxation and Finance January 2013 - September 2014
HSBC February 2011 - December 2012
BNY Mellon December 2008 - January 2011
Skills
Risk/quatitative..., Auditing, Financial Reporting, Quality Assurance, Compliance, Process Improvement, Performance Management, Management, Sarbanes-Oxley Act, Accounting, Internal Audit
Education
Long Island University, Brooklyn Campus 2010 — 2011
Master of Business Administration (MBA), FINANCE, 3.87
BBVA October 2014 - Present
New York State Department of Taxation and Finance January 2013 - September 2014
HSBC February 2011 - December 2012
BNY Mellon December 2008 - January 2011
Skills
Risk/quatitative..., Auditing, Financial Reporting, Quality Assurance, Compliance, Process Improvement, Performance Management, Management, Sarbanes-Oxley Act, Accounting, Internal Audit
Education
Long Island University, Brooklyn Campus 2010 — 2011
Master of Business Administration (MBA), FINANCE, 3.87
April Winfree's BNY Mellon Experience November 2012 - August 2013
Job Operational Risk Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2013 - Present
BNY Mellon November 2012 - August 2013
Direct Energy June 2011 - June 2012
Direct Energy January 2010 - June 2011
UHY Advisors June 2007 - January 2010
Skills
Internal Controls, Auditing, Financial Analysis, Internal Audit, Risk Management, Microsoft Office, Microsoft Visio, Project Management, Staff Mentoring, Leadership Development, SharePoint, Interviewing, Event Planning, Client Service, Time Management, Able To Multi-task, Problem Solving, Organizing, Team Building, International Business, Fraud Prevention, Data Analysis, Project Planning, Policy Analysis, Adventure Travel, Effective Communication, Decision Making, Risk Assessment, Fraud, Financial Services, Interviews, Visio, Accounting, IT Audit, Financial Reporting, Energy, Analysis, Sarbanes-Oxley Act, Budgets, Leadership, Business Process..., Process Improvement, Enterprise Risk..., Operational Risk..., SOX 404
Education
Louisiana State University 2003 — 2007
B.S., Accounting, Internal Audit
Russell Investments August 2013 - Present
BNY Mellon November 2012 - August 2013
Direct Energy June 2011 - June 2012
Direct Energy January 2010 - June 2011
UHY Advisors June 2007 - January 2010
Skills
Internal Controls, Auditing, Financial Analysis, Internal Audit, Risk Management, Microsoft Office, Microsoft Visio, Project Management, Staff Mentoring, Leadership Development, SharePoint, Interviewing, Event Planning, Client Service, Time Management, Able To Multi-task, Problem Solving, Organizing, Team Building, International Business, Fraud Prevention, Data Analysis, Project Planning, Policy Analysis, Adventure Travel, Effective Communication, Decision Making, Risk Assessment, Fraud, Financial Services, Interviews, Visio, Accounting, IT Audit, Financial Reporting, Energy, Analysis, Sarbanes-Oxley Act, Budgets, Leadership, Business Process..., Process Improvement, Enterprise Risk..., Operational Risk..., SOX 404
Education
Louisiana State University 2003 — 2007
B.S., Accounting, Internal Audit
Kara Gibson's BNY Mellon Experience June 2015 - Present
Job Associate Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BIKRAM YOGA July 2014 - Present
BNY Mellon April 2013 - June 2015
BNY Mellon July 2009 - April 2013
Northwestern University August 2008 - June 2011
BNY Mellon June 2005 - July 2009
BNY Mellon April 2002 - June 2005
Skills
CDO, Banking, Securities, Asset Management, Risk Management, Bloomberg, Customer Service, Database Design, Microsoft Office, Microsoft Excel, Research, Translation, Spanish, Editing, Bikram Yoga, Fitness, Public Speaking, Investments, Finance, Financial Analysis
Education
University of Chicago 2005 — 2007
Certificate, Financial Decision Making
Northwestern University 2002 — 2005
Master of Science (M.S.), Computer Information Systems
Louisiana State University and Agricultural and Mechanical College
Doctor of Philosophy (Ph.D.), Linguistics
Louisiana State University and Agricultural and Mechanical College
Bachelor of Arts (B.A.), Spanish Language and Literature
Louisiana State University and Agricultural and Mechanical College
Bachelor of Arts (B.A.), English (language emphasis)
BNY Mellon June 2015 - Present
BIKRAM YOGA July 2014 - Present
BNY Mellon April 2013 - June 2015
BNY Mellon July 2009 - April 2013
Northwestern University August 2008 - June 2011
BNY Mellon June 2005 - July 2009
BNY Mellon April 2002 - June 2005
Skills
CDO, Banking, Securities, Asset Management, Risk Management, Bloomberg, Customer Service, Database Design, Microsoft Office, Microsoft Excel, Research, Translation, Spanish, Editing, Bikram Yoga, Fitness, Public Speaking, Investments, Finance, Financial Analysis
Education
University of Chicago 2005 — 2007
Certificate, Financial Decision Making
Northwestern University 2002 — 2005
Master of Science (M.S.), Computer Information Systems
Louisiana State University and Agricultural and Mechanical College
Doctor of Philosophy (Ph.D.), Linguistics
Louisiana State University and Agricultural and Mechanical College
Bachelor of Arts (B.A.), Spanish Language and Literature
Louisiana State University and Agricultural and Mechanical College
Bachelor of Arts (B.A.), English (language emphasis)
John Logsdon's BNY Mellon Experience 2007 - 2008
Job Assistant Vice President Senior Writer
Industry Investment Management
Experience
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
James Della Valle's BNY Mellon Experience July 2010 - Present
Job Vice President at BNY Mellon Alternative Investment Services
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
Ivy Asset Management June 2006 - February 2010
KPMG October 2002 - May 2006
Education
LIU Post 1998 — 2001
BS, Accounting
BNY Mellon July 2010 - Present
Ivy Asset Management June 2006 - February 2010
KPMG October 2002 - May 2006
Education
LIU Post 1998 — 2001
BS, Accounting
Roy Tirakayos's BNY Mellon Experience 1997 - 2002
Job Vice President / Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2002 - Present
BNY Mellon 1997 - 2002
Skills
Series 7, Series 65, Series 24, Mutual Funds, Investments, Retirement Planning
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Finance, General
Franklin Templeton Investments December 2002 - Present
BNY Mellon 1997 - 2002
Skills
Series 7, Series 65, Series 24, Mutual Funds, Investments, Retirement Planning
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Finance, General
Deb Dooley's BNY Mellon Experience August 2011 - December 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
BNY Mellon August 2011 - December 2011
Internal Revenue Service November 2010 - July 2011
Verizon September 2006 - December 2008
Verizon January 2001 - September 2006
Skills
Project Management, Unit Testing, System Testing, Data Entry, Integration Testing, Customer Service, Quality Assurance, Data Center, Software Documentation
Education
University of Pennsylvania 1996 — 1998
none, Dynamics of Organization
Lincoln University 1975 — 1978
Bachelor's degree, English Language and Literature/Letters
BNY Mellon August 2011 - December 2011
Internal Revenue Service November 2010 - July 2011
Verizon September 2006 - December 2008
Verizon January 2001 - September 2006
Skills
Project Management, Unit Testing, System Testing, Data Entry, Integration Testing, Customer Service, Quality Assurance, Data Center, Software Documentation
Education
University of Pennsylvania 1996 — 1998
none, Dynamics of Organization
Lincoln University 1975 — 1978
Bachelor's degree, English Language and Literature/Letters
Eric Bunch's BNY Mellon Experience June 1998 - April 2000
Job Branch Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2007 - Present
CITIBANK June 2003 - May 2007
AXA Advisors April 2000 - November 2001
BNY Mellon June 1998 - April 2000
United States Marine Corps October 1989 - October 1992
Skills
Mutual Funds, Brokerage, Retail Banking, Commercial Banking, Lending Solutions, Commercial Lending, Mortgage Lending, Investments, Customer Service, Management, Problem Solving, Leadership
Education
FARMINGDALE UNIVERSITY
Associate of Arts, Liberal Arts and Sciences
Long Island University
Business Administration, Finance
JPMorgan Chase May 2007 - Present
CITIBANK June 2003 - May 2007
AXA Advisors April 2000 - November 2001
BNY Mellon June 1998 - April 2000
United States Marine Corps October 1989 - October 1992
Skills
Mutual Funds, Brokerage, Retail Banking, Commercial Banking, Lending Solutions, Commercial Lending, Mortgage Lending, Investments, Customer Service, Management, Problem Solving, Leadership
Education
FARMINGDALE UNIVERSITY
Associate of Arts, Liberal Arts and Sciences
Long Island University
Business Administration, Finance
Mopelola Jolaosho's BNY Mellon Experience March 2011 - July 2015
Job Senior Associate Sales Operations at Buck Consultants at Xerox
Industry Banking
Experience
Buck Consultants at Xerox August 2015 - Present
BNY Mellon March 2011 - July 2015
Skills
Process Improvement, Resource Management, Salesforce.com, CRM, Project Management, Research, Requirements Analysis, Business Analysis, Office Management, Coordinating Events, Travel Arrangements, Expense Reports, Procedure Development, Customer Service, Management
Education
New Jersey City University 2010 — 2013
Bachelor of Applied Science (BASc), Computer Science
London Metropolitan University 1998 — 2001
Associate's degree, Computer and Information Sciences and Support Services
Buck Consultants at Xerox August 2015 - Present
BNY Mellon March 2011 - July 2015
Skills
Process Improvement, Resource Management, Salesforce.com, CRM, Project Management, Research, Requirements Analysis, Business Analysis, Office Management, Coordinating Events, Travel Arrangements, Expense Reports, Procedure Development, Customer Service, Management
Education
New Jersey City University 2010 — 2013
Bachelor of Applied Science (BASc), Computer Science
London Metropolitan University 1998 — 2001
Associate's degree, Computer and Information Sciences and Support Services
Frank Mackinney's BNY Mellon Experience April 2013 - December 2013
Job Caxton Associates
Industry Financial Services
Experience
Caxton Associates January 2014 - Present
BNY Mellon April 2013 - December 2013
Miller Tabak September 2011 - April 2013
James Caird Asset Management (Formerly Moore Credit Fund) July 2008 - August 2011
Moore Capital Management June 1998 - July 2008
Education
Loyola University Maryland 1995 — 1998
Caxton Associates January 2014 - Present
BNY Mellon April 2013 - December 2013
Miller Tabak September 2011 - April 2013
James Caird Asset Management (Formerly Moore Credit Fund) July 2008 - August 2011
Moore Capital Management June 1998 - July 2008
Education
Loyola University Maryland 1995 — 1998
Jim Spratt's BNY Mellon Experience May 2004 - May 2007
Job Head of Actuarial Financial Reporting at AIG
Industry Financial Services
Experience
AIG Property Casualty Insurance Co August 2012 - Present
AIG, Inc. June 2011 - July 2012
AIG Property Casualty Insurance Co November 2008 - May 2011
Dexia March 2007 - October 2008
BNY Mellon May 2004 - May 2007
BNY Mellon July 2000 - April 2004
Prudential Financial April 1998 - July 2000
New York Life Insurance Company September 1993 - April 1998
AXA Financial April 1988 - September 1993
Investors Insurance Group November 1987 - March 1988
Skills
Financial Reporting, US GAAP, Financial Accounting, Insurance, Financial Analysis, Accounting Policy, Technical Accounting..., Insurance Accounting, Financial Regulation, Capital Adequacy, Accounting Policy..., Derivative Accounting, Policy, Derivatives, Acquisition Accounting, Financial Guaranty..., Asset Management, Financial Services, Stakeholder Management, Finance, Accounting, Internal Controls, Auditing, Customer Service, Microsoft Office, Financial Modeling, Financial Risk, Risk Management, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Long Island University
Bachelor of Science (BS), Accounting, Cum Laude
AIG Property Casualty Insurance Co August 2012 - Present
AIG, Inc. June 2011 - July 2012
AIG Property Casualty Insurance Co November 2008 - May 2011
Dexia March 2007 - October 2008
BNY Mellon May 2004 - May 2007
BNY Mellon July 2000 - April 2004
Prudential Financial April 1998 - July 2000
New York Life Insurance Company September 1993 - April 1998
AXA Financial April 1988 - September 1993
Investors Insurance Group November 1987 - March 1988
Skills
Financial Reporting, US GAAP, Financial Accounting, Insurance, Financial Analysis, Accounting Policy, Technical Accounting..., Insurance Accounting, Financial Regulation, Capital Adequacy, Accounting Policy..., Derivative Accounting, Policy, Derivatives, Acquisition Accounting, Financial Guaranty..., Asset Management, Financial Services, Stakeholder Management, Finance, Accounting, Internal Controls, Auditing, Customer Service, Microsoft Office, Financial Modeling, Financial Risk, Risk Management, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Long Island University
Bachelor of Science (BS), Accounting, Cum Laude
Lisha John's BNY Mellon Experience October 2013 - Present
Job Associate Client Service Manager
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
BNY Mellon July 2008 - September 2013
BNY Mellon September 2007 - July 2008
Citibank February 2006 - August 2007
Skills
Corporate Finance, Compliance, CDO, Administration, Bonds, Corporate Trust, Client Service, Client Relationship..., Account Management, Fixed Income, Securities, Financial Services, Mutual Funds, Bloomberg, Equities, Structured Finance, Banking, Capital Markets, Finance, Financial Analysis, Portfolio Management
Education
Long Island University, C.W. Post Campus 2005 — 2007
MBA
Saint John's University 2000 — 2004
B.A., Government & Politics
BNY Mellon October 2013 - Present
BNY Mellon July 2008 - September 2013
BNY Mellon September 2007 - July 2008
Citibank February 2006 - August 2007
Skills
Corporate Finance, Compliance, CDO, Administration, Bonds, Corporate Trust, Client Service, Client Relationship..., Account Management, Fixed Income, Securities, Financial Services, Mutual Funds, Bloomberg, Equities, Structured Finance, Banking, Capital Markets, Finance, Financial Analysis, Portfolio Management
Education
Long Island University, C.W. Post Campus 2005 — 2007
MBA
Saint John's University 2000 — 2004
B.A., Government & Politics
Fred De Rubeis's BNY Mellon Experience June 2008 - December 2010
Job Wine,Food & Music Consultant
Industry Food & Beverages
Experience
BNY Mellon June 2008 - December 2010
Morgan Stanley Dean Witter March 2006 - April 2008
FDR Consulting November 2001 - 2007
Financial Technologies International, 2003 - 2004
Tap Ventures 2002 - 2002
APS-Botal Staffing, 1999 - 2001
Constantine Control Associates 1989 - 1999
Bankers Trust 1986 - 1989
Citibank 1986 - 1986
US Trust 1985 - 1986
Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75
Long Island University, Brooklyn Campus 1965 — 1970
Bachelor’s Degree, Fianance
BNY Mellon June 2008 - December 2010
Morgan Stanley Dean Witter March 2006 - April 2008
FDR Consulting November 2001 - 2007
Financial Technologies International, 2003 - 2004
Tap Ventures 2002 - 2002
APS-Botal Staffing, 1999 - 2001
Constantine Control Associates 1989 - 1999
Bankers Trust 1986 - 1989
Citibank 1986 - 1986
US Trust 1985 - 1986
Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75
Long Island University, Brooklyn Campus 1965 — 1970
Bachelor’s Degree, Fianance
Brian Bergeron's BNY Mellon Experience August 2013 - June 2015
Job Trust Specialist at Zions First National Bank
Industry Financial Services
Experience
Zions Bank July 2015 - Present
BNY Mellon August 2013 - June 2015
BNY Mellon August 2012 - August 2013
BNY Mellon January 2011 - July 2012
AXA Advisors May 2010 - November 2010
Skills
Financial Analysis, Analysis, Process Improvement, Financial Reporting, Account Reconciliation, Cash Management, Leadership, Data Analysis, Finance, Accounting, Microsoft Excel, Access, Microsoft Word, Customer Service, Public Speaking, Research, Data Entry, Management
Education
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (BBA), Finance / Banking and Financial Institutions
Lone Star College System 2003 — 2007
Associate of Arts (A.A.), Finance, General
Zions Bank July 2015 - Present
BNY Mellon August 2013 - June 2015
BNY Mellon August 2012 - August 2013
BNY Mellon January 2011 - July 2012
AXA Advisors May 2010 - November 2010
Skills
Financial Analysis, Analysis, Process Improvement, Financial Reporting, Account Reconciliation, Cash Management, Leadership, Data Analysis, Finance, Accounting, Microsoft Excel, Access, Microsoft Word, Customer Service, Public Speaking, Research, Data Entry, Management
Education
Sam Houston State University 2007 — 2010
Bachelor of Business Administration (BBA), Finance / Banking and Financial Institutions
Lone Star College System 2003 — 2007
Associate of Arts (A.A.), Finance, General
Ruth Jean-Louis, MST's BNY Mellon Experience August 2010 - October 2013
Job Tax Accountant
Industry Financial Services
Experience
BNP Paribas October 2014 - Present
Crowe Horwath LLP October 2013 - September 2014
BNY Mellon August 2010 - October 2013
Associates CPA April 2009 - September 2009
Citi February 2008 - December 2008
Skills
Microsoft Office, OneSource, ProSystem fx Tax, Wall street concept, Telekurs, Intacct, Bloomberg, QuickBooks, IBM Mainframe, Inquiry Management..., Euroclear, Cognos, GoldTier, Fluent in French, US Tax, Tax, Tax Preparation, Tax Returns, Lotus Notes, Securities, Income Tax, Corporate Tax, Tax Accounting, Account Reconciliation, Partnership Taxation, Finance, State Tax, High Net Worth..., FATCA, Tax Research, IFRS, Financial Reporting, Accounting
Education
LIU Brooklyn 2012 — 2014
Master of Science (M.S.), Taxation
Long Island University 2005 — 2008
Dual Bachelor of Science Degree, Finance and Accounting; Accounting
New York University
Professional Certificate, Forensic Accounting
BNP Paribas October 2014 - Present
Crowe Horwath LLP October 2013 - September 2014
BNY Mellon August 2010 - October 2013
Associates CPA April 2009 - September 2009
Citi February 2008 - December 2008
Skills
Microsoft Office, OneSource, ProSystem fx Tax, Wall street concept, Telekurs, Intacct, Bloomberg, QuickBooks, IBM Mainframe, Inquiry Management..., Euroclear, Cognos, GoldTier, Fluent in French, US Tax, Tax, Tax Preparation, Tax Returns, Lotus Notes, Securities, Income Tax, Corporate Tax, Tax Accounting, Account Reconciliation, Partnership Taxation, Finance, State Tax, High Net Worth..., FATCA, Tax Research, IFRS, Financial Reporting, Accounting
Education
LIU Brooklyn 2012 — 2014
Master of Science (M.S.), Taxation
Long Island University 2005 — 2008
Dual Bachelor of Science Degree, Finance and Accounting; Accounting
New York University
Professional Certificate, Forensic Accounting
Jebreel Bubtana's BNY Mellon Experience March 2011 - August 2011
Job Soccer Coach, Soccer Tournament Manager and Soccer Coaching Writer
Industry Sports
Experience
Global Team Events July 2014 - Present
Westfield Soccer Association / FC Premier September 2011 - Present
World Class Coaching December 2012 - Present
Union County College February 2014 - Present
BRASA - Brazilian Soccer Academy September 2011 - July 2014
New Jersey Institute of Technology February 2014 - June 2014
BNY Mellon March 2011 - August 2011
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Sponsorship, Sports Marketing, Public Relations, Brand Management, Marketing Management, Soccer, Sports Coaching, Sports Management, Sports Writing, Soccer Coaching, Sports, Coaching
Education
Ohio University 2014 — 2016
Master of Science (M.S.), Recreation and Sport Science with a Concentration in Soccer Coaching
Liverpool Hope University 2007 — 2010
Bachelor of Arts (B.A.), Marketing and Sport Studies
South Trafford College 2005 — 2007
BTEC National Diploma in Sport and Exercise Science, Sports and Exercise
Sale Grammar School
Global Team Events July 2014 - Present
Westfield Soccer Association / FC Premier September 2011 - Present
World Class Coaching December 2012 - Present
Union County College February 2014 - Present
BRASA - Brazilian Soccer Academy September 2011 - July 2014
New Jersey Institute of Technology February 2014 - June 2014
BNY Mellon March 2011 - August 2011
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Sponsorship, Sports Marketing, Public Relations, Brand Management, Marketing Management, Soccer, Sports Coaching, Sports Management, Sports Writing, Soccer Coaching, Sports, Coaching
Education
Ohio University 2014 — 2016
Master of Science (M.S.), Recreation and Sport Science with a Concentration in Soccer Coaching
Liverpool Hope University 2007 — 2010
Bachelor of Arts (B.A.), Marketing and Sport Studies
South Trafford College 2005 — 2007
BTEC National Diploma in Sport and Exercise Science, Sports and Exercise
Sale Grammar School
Matthew Sabino's BNY Mellon Experience October 2008 - July 2012
Job Broker at ARC Excess & Surplus, LLC
Industry Insurance
Experience
ARC Excess & Surplus, LLC December 2013 - Present
Zurich North America July 2012 - December 2013
BNY Mellon October 2008 - July 2012
BNY Mellon September 2004 - October 2008
Skills
Financial Services, MBS, Securitization, Structured Finance, Securities, Equities, Fixed Income, Account Reconciliation
Education
Loyola College in Maryland 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Chaminade High School 1995 — 1999
ARC Excess & Surplus, LLC December 2013 - Present
Zurich North America July 2012 - December 2013
BNY Mellon October 2008 - July 2012
BNY Mellon September 2004 - October 2008
Skills
Financial Services, MBS, Securitization, Structured Finance, Securities, Equities, Fixed Income, Account Reconciliation
Education
Loyola College in Maryland 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Chaminade High School 1995 — 1999
Nixon John's BNY Mellon Experience January 2014 - March 2015
Job Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation March 2015 - Present
BNY Mellon January 2014 - March 2015
BNY Mellon December 2010 - January 2014
Skills
Fund Accounting, Bloomberg, Fixed Income, Capital Markets, Financial Services, Microsoft Excel, Fund Of Funds, Derivatives, Alternative Investments, Mutual Funds, Private Equity, Fund Administration, Bloomberg Terminal, InvestOne, Trading, Financial Markets, Investran, Bonds, Portfolio Management, Asset Allocation, Internal Controls, LinkedIn, Geneva, Portfolio Accounting, Series 99
Education
Lincoln University 2006 — 2010
Business Administration
Northern Trust Corporation March 2015 - Present
BNY Mellon January 2014 - March 2015
BNY Mellon December 2010 - January 2014
Skills
Fund Accounting, Bloomberg, Fixed Income, Capital Markets, Financial Services, Microsoft Excel, Fund Of Funds, Derivatives, Alternative Investments, Mutual Funds, Private Equity, Fund Administration, Bloomberg Terminal, InvestOne, Trading, Financial Markets, Investran, Bonds, Portfolio Management, Asset Allocation, Internal Controls, LinkedIn, Geneva, Portfolio Accounting, Series 99
Education
Lincoln University 2006 — 2010
Business Administration
Alex Turpin's BNY Mellon Experience June 2014 - Present
Job Business/Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Citi June 2012 - May 2014
Ameriprise Financial Services, Inc. January 2011 - April 2012
AIG July 2010 - October 2010
Netik August 2006 - July 2010
SunGard August 1997 - May 2006
Systec Computer Associates October 1996 - July 1997
Premier Solutions Ltd. January 1990 - September 1996
Long Island University September 1989 - May 1990
Time Electronics March 1989 - January 1990
Skills
Microsoft SQL Server, Oracle SQL, Microsoft Excel, Visio, PowerPoint, VBA, XML, VBScript, Microsoft Word, Access, SDLC, SQL
Education
Long Island University 1986 — 1988
Bachelor of Science (BS), Accounting and Management Information Systems (MIS), 3.90 Summa Cum Laude
Suffolk County Community College 1984 — 1985
Associates in Applied Science (AAS), Computer Information Systems (CIS), 3.80 With Highest Distinction
BNY Mellon June 2014 - Present
Citi June 2012 - May 2014
Ameriprise Financial Services, Inc. January 2011 - April 2012
AIG July 2010 - October 2010
Netik August 2006 - July 2010
SunGard August 1997 - May 2006
Systec Computer Associates October 1996 - July 1997
Premier Solutions Ltd. January 1990 - September 1996
Long Island University September 1989 - May 1990
Time Electronics March 1989 - January 1990
Skills
Microsoft SQL Server, Oracle SQL, Microsoft Excel, Visio, PowerPoint, VBA, XML, VBScript, Microsoft Word, Access, SDLC, SQL
Education
Long Island University 1986 — 1988
Bachelor of Science (BS), Accounting and Management Information Systems (MIS), 3.90 Summa Cum Laude
Suffolk County Community College 1984 — 1985
Associates in Applied Science (AAS), Computer Information Systems (CIS), 3.80 With Highest Distinction
Jean Day's BNY Mellon Experience November 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
GlobeOp Financial Services 2006 - 2008
Barclays Bank 2007 - 2007
Skills
Hedge Funds, Alternative Investments, Legal Compliance, FINRA, Fixed Income, Equities, Financial Services, Management, Securities, Bloomberg, Capital Markets, Securities Lending, Euroclear, Swaps, FX Spot, NAV
Education
Long Island University, Southampton Campus 1991 — 1993
Business Administration and Management, General
BNY Mellon November 2010 - Present
GlobeOp Financial Services 2006 - 2008
Barclays Bank 2007 - 2007
Skills
Hedge Funds, Alternative Investments, Legal Compliance, FINRA, Fixed Income, Equities, Financial Services, Management, Securities, Bloomberg, Capital Markets, Securities Lending, Euroclear, Swaps, FX Spot, NAV
Education
Long Island University, Southampton Campus 1991 — 1993
Business Administration and Management, General
Laura Shiflett's BNY Mellon Experience July 2008 - January 2012
Job Senior Vice President of U.S. Regulatory Ops Team at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC January 2013 - Present
General Electric Company January 2012 - January 2013
BNY Mellon July 2008 - January 2012
JPMorgan Chase May 2001 - July 2008
United Way of Monroe County December 1997 - May 2001
Skills
Account Reconciliation, Corporate Tax, Banking, Mergers & Acquisitions, Auditing, Tax, Software Documentation, Microsoft Excel, Internal Controls, Management, Financial Reporting, International Tax, Access, Financial Analysis, Accounting, Tax Accounting, Finance, Due Diligence, CPA, Sarbanes-Oxley Act, Financial Services
Education
Long Island University, Brooklyn Campus 2010 — 2014
Master's Degree, Taxation, 3.94
Siena Heights College
Bachelor of Arts Degree, Accounting & Business Admin
Jefferies LLC January 2013 - Present
General Electric Company January 2012 - January 2013
BNY Mellon July 2008 - January 2012
JPMorgan Chase May 2001 - July 2008
United Way of Monroe County December 1997 - May 2001
Skills
Account Reconciliation, Corporate Tax, Banking, Mergers & Acquisitions, Auditing, Tax, Software Documentation, Microsoft Excel, Internal Controls, Management, Financial Reporting, International Tax, Access, Financial Analysis, Accounting, Tax Accounting, Finance, Due Diligence, CPA, Sarbanes-Oxley Act, Financial Services
Education
Long Island University, Brooklyn Campus 2010 — 2014
Master's Degree, Taxation, 3.94
Siena Heights College
Bachelor of Arts Degree, Accounting & Business Admin
Habil Omamo's BNY Mellon Experience April 2005 - July 2007
Job Maximo consultant
Industry Information Technology and Services
Experience
Maximo System admin Air LIQUIDE January 2012 - Present
Qualtech Systems May 2008 - June 2012
BNY Mellon April 2005 - July 2007
Skills
Maximo, Software Engineering, Requirements Analysis, Business Process, Gap Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Data Migration, Vendor Management, Netcool, Integration, Oracle, Data Analysis, SDLC, Incident Management, Visio, Solution Architecture, Business Process..., Software Documentation, Software Project..., SQL, IT Service Management, System Deployment, ERP
Education
Lincoln University 2000 — 2004
Finance & Banking, Business
University of Tennessee-Knoxville 1999 — 2000
Bachelor of Science (BS), Computer Science
Maximo System admin Air LIQUIDE January 2012 - Present
Qualtech Systems May 2008 - June 2012
BNY Mellon April 2005 - July 2007
Skills
Maximo, Software Engineering, Requirements Analysis, Business Process, Gap Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Data Migration, Vendor Management, Netcool, Integration, Oracle, Data Analysis, SDLC, Incident Management, Visio, Solution Architecture, Business Process..., Software Documentation, Software Project..., SQL, IT Service Management, System Deployment, ERP
Education
Lincoln University 2000 — 2004
Finance & Banking, Business
University of Tennessee-Knoxville 1999 — 2000
Bachelor of Science (BS), Computer Science
Brian Jirak's BNY Mellon Experience 1996 - 2003
Job Head of Trust, Custody and Pension Services at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo Bank 2007 - July 2014
WySTAR Global Retirement Solutions 2003 - 2007
BNY Mellon 1996 - 2003
Bank of America 1992 - 1996
Skills
Investments, Mutual Funds, Financial Services, Relationship Management, 401k, Retirement Planning, Retirement, Securities
Education
Loras College 1977 — 1981
BA, Accounting
Wells Fargo July 2014 - Present
Wells Fargo Bank 2007 - July 2014
WySTAR Global Retirement Solutions 2003 - 2007
BNY Mellon 1996 - 2003
Bank of America 1992 - 1996
Skills
Investments, Mutual Funds, Financial Services, Relationship Management, 401k, Retirement Planning, Retirement, Securities
Education
Loras College 1977 — 1981
BA, Accounting
Josephine Herbert's BNY Mellon Experience July 2014 - Present
Job Tax Manager at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2014 - Present
CohnReznick LLP December 2012 - July 2014
KPMG July 2005 - December 2012
Education
LIU Post 2007 — 2009
Master of Science (MS), Taxation
Molloy College 2000 — 2005
Bachelor of Science (BS), Accounting
BNY Mellon July 2014 - Present
CohnReznick LLP December 2012 - July 2014
KPMG July 2005 - December 2012
Education
LIU Post 2007 — 2009
Master of Science (MS), Taxation
Molloy College 2000 — 2005
Bachelor of Science (BS), Accounting
Brian Burke, CFA's BNY Mellon Experience August 2001 - September 2005
Job Principal at SOTA Manufacturing, LLC
Industry Machinery
Experience
SOTA Manufacturing, LLC February 2012 - Present
J.P. Morgan February 2008 - February 2011
SunTrust Bank September 2005 - February 2008
BNY Mellon August 2001 - September 2005
Skills
Wealth Management, Equities, Alternative Investments, Private Banking, Portfolio Management, Fixed Income, FX Options, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management..., Private Equity, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, High Net Worth..., Banking, Investments, Financial Advisory, Investment Management, Derivatives, Structured Products, Capital Markets, Chartered Financial..., Financial Risk, Hedge Funds, Finance, Strategy, Retirement Planning, Risk Management, Bonds, Financial Analysis, Wealth
Education
Loyola University New Orleans
Finance, Finance, Economics
SOTA Manufacturing, LLC February 2012 - Present
J.P. Morgan February 2008 - February 2011
SunTrust Bank September 2005 - February 2008
BNY Mellon August 2001 - September 2005
Skills
Wealth Management, Equities, Alternative Investments, Private Banking, Portfolio Management, Fixed Income, FX Options, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management..., Private Equity, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, High Net Worth..., Banking, Investments, Financial Advisory, Investment Management, Derivatives, Structured Products, Capital Markets, Chartered Financial..., Financial Risk, Hedge Funds, Finance, Strategy, Retirement Planning, Risk Management, Bonds, Financial Analysis, Wealth
Education
Loyola University New Orleans
Finance, Finance, Economics
Maggie Vergara's BNY Mellon Experience October 1996 - Present
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 1996 - Present
Skills
Microsoft Excel, Customer Service, Management, PowerPoint, Project Management, Banking, Outlook, Strategic Planning, Sales, Risk Management
Education
New York School of Interior Design 2008 — 2016
Bachelor's Degree, Architecture and Interior Design
Long Island University, Brooklyn Campus 1988 — 2002
Industrial and Organizational Psychology
BNY Mellon October 1996 - Present
Skills
Microsoft Excel, Customer Service, Management, PowerPoint, Project Management, Banking, Outlook, Strategic Planning, Sales, Risk Management
Education
New York School of Interior Design 2008 — 2016
Bachelor's Degree, Architecture and Interior Design
Long Island University, Brooklyn Campus 1988 — 2002
Industrial and Organizational Psychology
Christine Weismuller's BNY Mellon Experience March 2012 - Present
Job Hedge Fund Pricing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
JP Morgan Chase December 2009 - March 2012
BNY Mellon May 2005 - December 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Financial Analysis, Securities, Derivatives, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Asset Management, Finance, Fund Accounting, Banking, Valuation, Series 7, Credit, Financial Services, Alternative Investments
Education
LIU Brooklyn
MBA, Finance
Seton Hall University
Bachelor of Science, Finance
BNY Mellon March 2012 - Present
JP Morgan Chase December 2009 - March 2012
BNY Mellon May 2005 - December 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Financial Analysis, Securities, Derivatives, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Asset Management, Finance, Fund Accounting, Banking, Valuation, Series 7, Credit, Financial Services, Alternative Investments
Education
LIU Brooklyn
MBA, Finance
Seton Hall University
Bachelor of Science, Finance
Mark Taranto's BNY Mellon Experience November 2011 - February 2013
Job Credit Portfolio Controller at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company February 2013 - Present
BNY Mellon November 2011 - February 2013
Equinoxe Alternative Investment Services August 2010 - November 2011
JP Morgan Chase December 2007 - May 2010
Citigroup (formerly BISYS Hedge Fund Services Ltd.) September 2004 - December 2007
Campbell and Company July 2003 - September 2004
T. Rowe Price July 2000 - July 2003
Skills
Fund Accounting, Account Reconciliation, Accounting, Trading, Financial Statements, General Ledger, Back Office, US GAAP, Financial Audits, Microsoft Excel, Financial Analysis, Bloomberg, Fund Administration, Financial Reporting, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investments, Securities, Mutual Funds, Analysis, Middle Office, Asset Allocation, Options, Strategy, Emerging Markets, Tax, Prime Brokerage, Credit Derivatives, Funding, Alternative Investments, Asset Management, CDS, Derivatives, Valuation, Auditing, Finance, Start-ups, Due Diligence, Fund Of Funds, IFRS, Capital Markets, Financial Services
Education
University of Massachusetts Lowell 2015 — 2017
Master's Degree, Accounting
Loyola College in Maryland 2002 — 2004
MBA, International Business
Penn State University 1995 — 2000
Bachelor of Business Administration, Accounting
Harvard Management Company February 2013 - Present
BNY Mellon November 2011 - February 2013
Equinoxe Alternative Investment Services August 2010 - November 2011
JP Morgan Chase December 2007 - May 2010
Citigroup (formerly BISYS Hedge Fund Services Ltd.) September 2004 - December 2007
Campbell and Company July 2003 - September 2004
T. Rowe Price July 2000 - July 2003
Skills
Fund Accounting, Account Reconciliation, Accounting, Trading, Financial Statements, General Ledger, Back Office, US GAAP, Financial Audits, Microsoft Excel, Financial Analysis, Bloomberg, Fund Administration, Financial Reporting, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investments, Securities, Mutual Funds, Analysis, Middle Office, Asset Allocation, Options, Strategy, Emerging Markets, Tax, Prime Brokerage, Credit Derivatives, Funding, Alternative Investments, Asset Management, CDS, Derivatives, Valuation, Auditing, Finance, Start-ups, Due Diligence, Fund Of Funds, IFRS, Capital Markets, Financial Services
Education
University of Massachusetts Lowell 2015 — 2017
Master's Degree, Accounting
Loyola College in Maryland 2002 — 2004
MBA, International Business
Penn State University 1995 — 2000
Bachelor of Business Administration, Accounting
David Schoenbrun's BNY Mellon Experience April 2007 - June 2011
Job Manager, Data Governance at Capital One
Industry Banking
Experience
Capital One May 2012 - Present
Louisiana Supreme Court June 2011 - March 2012
BNY Mellon April 2007 - June 2011
Executrain 1997 - 2001
Skills
Analysis, SQL, Microsoft SQL Server, Process Improvement, Microsoft Office, Access, Database Design, Databases, Outlook, HTML, XML, Microsoft Excel, Visual Basic, Business Analysis, Software Project..., Microsoft Word, PowerPoint, Requirements Analysis, Software Documentation, Oracle, Data Warehousing, Crystal Reports, Data Modeling, VBA, T-SQL, Testing, Requirements Gathering, Windows
Education
Loyola University New Orleans 1984 — 1987
B.A., Psychology
Capital One May 2012 - Present
Louisiana Supreme Court June 2011 - March 2012
BNY Mellon April 2007 - June 2011
Executrain 1997 - 2001
Skills
Analysis, SQL, Microsoft SQL Server, Process Improvement, Microsoft Office, Access, Database Design, Databases, Outlook, HTML, XML, Microsoft Excel, Visual Basic, Business Analysis, Software Project..., Microsoft Word, PowerPoint, Requirements Analysis, Software Documentation, Oracle, Data Warehousing, Crystal Reports, Data Modeling, VBA, T-SQL, Testing, Requirements Gathering, Windows
Education
Loyola University New Orleans 1984 — 1987
B.A., Psychology
Ashleigh Tucci's BNY Mellon Experience July 2015 - Present
Job Mutual Fund Operations, BNY Mellon
Industry Investment Management
Experience
BNY Mellon July 2015 - Present
BNY Mellon December 2013 - July 2015
Univest March 2012 - October 2013
Citizens Bank March 2010 - March 2012
Citizens Bank November 2007 - March 2010
Skills
Critical Thinking, Public Speaking, Outstanding Customer..., Teamwork, Patience, Self-confidence, Hard Worker, Listening Skills, Loans, Management, Customer Service, Sales, Customer Satisfaction, Credit, Leadership, Analysis, Banking, Team Building
Education
Lock Haven University of Pennsylvania 2002 — 2007
Bachelor of Arts, Political Science, Pre-Law
Central Bucks East High School 1999 — 2002
General Studies
BNY Mellon July 2015 - Present
BNY Mellon December 2013 - July 2015
Univest March 2012 - October 2013
Citizens Bank March 2010 - March 2012
Citizens Bank November 2007 - March 2010
Skills
Critical Thinking, Public Speaking, Outstanding Customer..., Teamwork, Patience, Self-confidence, Hard Worker, Listening Skills, Loans, Management, Customer Service, Sales, Customer Satisfaction, Credit, Leadership, Analysis, Banking, Team Building
Education
Lock Haven University of Pennsylvania 2002 — 2007
Bachelor of Arts, Political Science, Pre-Law
Central Bucks East High School 1999 — 2002
General Studies
Brian Buoniconti's BNY Mellon Experience December 2010 - June 2011
Job Pricing Analyst at GMO
Industry Financial Services
Experience
GMO August 2014 - Present
GMO March 2012 - August 2014
Bank of New York Mellon June 2011 - April 2012
BNY Mellon December 2010 - June 2011
BNY Mellon March 2009 - December 2010
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Arts, Political Science
GMO August 2014 - Present
GMO March 2012 - August 2014
Bank of New York Mellon June 2011 - April 2012
BNY Mellon December 2010 - June 2011
BNY Mellon March 2009 - December 2010
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Arts, Political Science
James Kwiatkowski's BNY Mellon Experience July 2010 - April 2012
Job at
Industry Financial Services
Experience
SEI April 2012 - Present
BNY Mellon July 2010 - April 2012
PNC Global Investment Servicing July 2006 - July 2010
Kelmar Associates November 2003 - November 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Mutual Funds, Internal Controls, Auditing, Bloomberg, Account Reconciliation, Risk Management, Financial Modeling, Equities, Hedge Funds, Fixed Income, Financial Services, Securities, Derivatives, Financial Accounting, Finance, Financial Risk
Education
Wilmington University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola University Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
SEI April 2012 - Present
BNY Mellon July 2010 - April 2012
PNC Global Investment Servicing July 2006 - July 2010
Kelmar Associates November 2003 - November 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Mutual Funds, Internal Controls, Auditing, Bloomberg, Account Reconciliation, Risk Management, Financial Modeling, Equities, Hedge Funds, Fixed Income, Financial Services, Securities, Derivatives, Financial Accounting, Finance, Financial Risk
Education
Wilmington University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola University Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
Margie Ware's BNY Mellon Experience January 2004 - August 2008
Job Project Consultant at AccountAbilities
Industry Financial Services
Experience
AccountAbilities October 2012 - Present
Experis Finance (Formerly Jefferson Wells) October 2011 - August 2012
MD Service Corporation of Illinois November 2009 - October 2011
BNY Mellon January 2004 - August 2008
JP Morgan Chase (Previously Bank One) August 1997 - December 2003
Skills
Development Of Policies, Regulatory Examinations, Risk Assessment, Strategic Planning, Project Management, Leadership, Banking, AML, Sarbanes-Oxley Act, Internal Controls, Credit, Financial Risk, Operational Risk..., Risk Management, Training, Financial Services
Education
Loyola University of Chicago
Bachelor, Accounting
AccountAbilities October 2012 - Present
Experis Finance (Formerly Jefferson Wells) October 2011 - August 2012
MD Service Corporation of Illinois November 2009 - October 2011
BNY Mellon January 2004 - August 2008
JP Morgan Chase (Previously Bank One) August 1997 - December 2003
Skills
Development Of Policies, Regulatory Examinations, Risk Assessment, Strategic Planning, Project Management, Leadership, Banking, AML, Sarbanes-Oxley Act, Internal Controls, Credit, Financial Risk, Operational Risk..., Risk Management, Training, Financial Services
Education
Loyola University of Chicago
Bachelor, Accounting
Jonathan Lei's BNY Mellon Experience October 1999 - November 2006
Job Field Support Engineer at FBR
Industry Investment Banking
Experience
FBR May 2011 - Present
FBR & Co May 2011 - Present
Mitsubishi UFJ Securities December 2008 - April 2011
Trayport Incorporated November 2006 - August 2008
BNY Mellon October 1999 - November 2006
Skills
Technical Support, Troubleshooting, Cisco Technologies, Microsoft Exchange, Fixed Income, Unix, VMware
Education
Long Island University
BS Degree, Computer Science
New York University
School, Continuing and
FBR May 2011 - Present
FBR & Co May 2011 - Present
Mitsubishi UFJ Securities December 2008 - April 2011
Trayport Incorporated November 2006 - August 2008
BNY Mellon October 1999 - November 2006
Skills
Technical Support, Troubleshooting, Cisco Technologies, Microsoft Exchange, Fixed Income, Unix, VMware
Education
Long Island University
BS Degree, Computer Science
New York University
School, Continuing and
Wes Crump's BNY Mellon Experience August 2002 - Present
Job Director SourceNet Systems Development at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2002 - Present
SynHrgy August 1999 - August 2002
Knowledge Based Systems, Inc. August 1991 - August 1999
Education
Texas A&M University 1985 — 1987
MS, Computer Science
Louisiana Tech University 1981 — 1985
BS, Computer Science
BNY Mellon August 2002 - Present
SynHrgy August 1999 - August 2002
Knowledge Based Systems, Inc. August 1991 - August 1999
Education
Texas A&M University 1985 — 1987
MS, Computer Science
Louisiana Tech University 1981 — 1985
BS, Computer Science
Balaji Venkataraman's BNY Mellon Experience December 2004 - August 2005
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch August 2005 - February 2009
BNY Mellon December 2004 - August 2005
Education
Loyola University of Chicago 2002 — 2004
Master of Science (M.S.), Computer Science
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch August 2005 - February 2009
BNY Mellon December 2004 - August 2005
Education
Loyola University of Chicago 2002 — 2004
Master of Science (M.S.), Computer Science
Maryem Magee's BNY Mellon Experience January 1993 - April 2004
Job Customer Service Representative at Convergys
Industry Consumer Goods
Experience
Convergys October 2013 - Present
Hallmark Cards May 2011 - October 2013
Kelly Services January 2006 - May 2013
BNY Mellon January 1993 - April 2004
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building, Management, New Business Development, Organizational..., Project Planning, Marketing, Marketing Strategy, Public Relations, Event Planning, Social Media
Education
University of Mississippi
Bachelor of Business Administration (BBA), Business/Marketing
Cannon Financial Institute
Certified Trust Specialist
Loyola University New Orleans
Mass Communication/Media Studies
Southern Methodist University
Public Relations, Advertising, and Applied Communication
Convergys October 2013 - Present
Hallmark Cards May 2011 - October 2013
Kelly Services January 2006 - May 2013
BNY Mellon January 1993 - April 2004
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building, Management, New Business Development, Organizational..., Project Planning, Marketing, Marketing Strategy, Public Relations, Event Planning, Social Media
Education
University of Mississippi
Bachelor of Business Administration (BBA), Business/Marketing
Cannon Financial Institute
Certified Trust Specialist
Loyola University New Orleans
Mass Communication/Media Studies
Southern Methodist University
Public Relations, Advertising, and Applied Communication
Mary McDermott-Myers's BNY Mellon Experience July 2007 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Computershare 2012 - 2012
BNY Mellon July 2007 - December 2011
Mellon Investor Services 2001 - 2007
Mellon Investor Services 1998 - 2000
Skills
Salesforce Administrator, CRM, Project Management, Sales & Marketing..., Microsoft Excel, Microsoft Access, PowerPoint, Microsoft Word
Education
Long Island University, C.W. Post Campus
Master of Public Administration (MPA), Public Administration
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Public Administration
Computershare 2012 - 2012
BNY Mellon July 2007 - December 2011
Mellon Investor Services 2001 - 2007
Mellon Investor Services 1998 - 2000
Skills
Salesforce Administrator, CRM, Project Management, Sales & Marketing..., Microsoft Excel, Microsoft Access, PowerPoint, Microsoft Word
Education
Long Island University, C.W. Post Campus
Master of Public Administration (MPA), Public Administration
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Public Administration
David Crimmins, CFA's BNY Mellon Experience 1998 - Present
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1998 - Present
Wells Fargo May 1994 - July 1998
Education
Long Island University, C.W. Post Campus
Master of Business Administration (M.B.A.)
SUNY Cortland
BNY Mellon 1998 - Present
Wells Fargo May 1994 - July 1998
Education
Long Island University, C.W. Post Campus
Master of Business Administration (M.B.A.)
SUNY Cortland
Monique Brown Knight's BNY Mellon Experience September 2007 - May 2012
Job Investment Plan Services Buyer at Computershare
Industry Financial Services
Experience
Computershare May 2012 - Present
BNY Mellon September 2007 - May 2012
Skills
Shareowner Services, Risk Management, Investment Banking, Investment Operations, Training, Mentoring, Account Reconciliation, Team Leadership, Broker Dealer Relations, Military, Investments, Accounting
Education
Robert Morris University 2011 — 2012
Courses toward Master Degree, Organizational Leadership, 3.5
Lincoln University 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Computershare May 2012 - Present
BNY Mellon September 2007 - May 2012
Skills
Shareowner Services, Risk Management, Investment Banking, Investment Operations, Training, Mentoring, Account Reconciliation, Team Leadership, Broker Dealer Relations, Military, Investments, Accounting
Education
Robert Morris University 2011 — 2012
Courses toward Master Degree, Organizational Leadership, 3.5
Lincoln University 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Tamieka Y. Hutcherson, MSHRM's BNY Mellon Experience March 2005 - December 2012
Job HR Service Delivery Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
BNY Mellon March 2005 - December 2012
BNY Mellon April 1996 - March 2005
Skills
PeopleSoft, Defined Benefit, Defined Contribution, Employee Stock..., Benefits Administration, Testing, Customer Service, Microsoft Office, Microsoft Operating..., Analysis, Pension Administration, Human Resources, Employee Benefits, ERISA, Personnel Management, Customer Oriented, Teamwork, Training, Strategic Planning, Pensions, HRIS, Management, Onboarding, Succession Planning, Employee Relations, Performance Management, Retirement
Education
Long Island University, Brooklyn Campus 2012 — 2014
Master of Science (M.S.), Human Resources Management, 3.860
Long Island University, Brooklyn Campus 2005 — 2012
Bachelor of Science (BS), Business Management and Finance, 3.684
JPMorgan Chase January 2014 - Present
BNY Mellon March 2005 - December 2012
BNY Mellon April 1996 - March 2005
Skills
PeopleSoft, Defined Benefit, Defined Contribution, Employee Stock..., Benefits Administration, Testing, Customer Service, Microsoft Office, Microsoft Operating..., Analysis, Pension Administration, Human Resources, Employee Benefits, ERISA, Personnel Management, Customer Oriented, Teamwork, Training, Strategic Planning, Pensions, HRIS, Management, Onboarding, Succession Planning, Employee Relations, Performance Management, Retirement
Education
Long Island University, Brooklyn Campus 2012 — 2014
Master of Science (M.S.), Human Resources Management, 3.860
Long Island University, Brooklyn Campus 2005 — 2012
Bachelor of Science (BS), Business Management and Finance, 3.684
Scott Kesselman's BNY Mellon Experience April 2005 - April 2007
Job COO / Business Manager at Citi Private Bank Law Firm Group
Industry Financial Services
Experience
Citi Private Bank October 2011 - Present
Citi Private Bank April 2007 - October 2011
BNY Mellon April 2005 - April 2007
Bank of America 2004 - 2007
Skills
New Business Development, Financial Analysis, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
LIU Brooklyn 1999 — 2002
Master of Business Administration (MBA), Finance
University of South Florida 1991 — 1996
Bachelor of Science (BS), Accounting and Finance
Citi Private Bank October 2011 - Present
Citi Private Bank April 2007 - October 2011
BNY Mellon April 2005 - April 2007
Bank of America 2004 - 2007
Skills
New Business Development, Financial Analysis, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
LIU Brooklyn 1999 — 2002
Master of Business Administration (MBA), Finance
University of South Florida 1991 — 1996
Bachelor of Science (BS), Accounting and Finance
Patrick Synan's BNY Mellon Experience July 2007 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Putnam County Housing Corporation December 2014 - Present
BNY Mellon July 2007 - December 2012
Education
LIU Post 1979 — 1982
Bsiness Administration, Business, Management, Marketing, and Related Support Services, 3.0
Putnam County Housing Corporation December 2014 - Present
BNY Mellon July 2007 - December 2012
Education
LIU Post 1979 — 1982
Bsiness Administration, Business, Management, Marketing, and Related Support Services, 3.0
Paula Gabriel's BNY Mellon Experience June 2006 - June 2010
Job VP, Compliance Officer at Citi
Industry Financial Services
Experience
Citi June 2010 - Present
BNY Mellon June 2006 - June 2010
JPMorgan Chase May 2001 - June 2006
Skills
AML, Compliance
Education
Long Island University, Brooklyn Campus 2003 — 2007
Bachelor's degree, Finance, General
Citi June 2010 - Present
BNY Mellon June 2006 - June 2010
JPMorgan Chase May 2001 - June 2006
Skills
AML, Compliance
Education
Long Island University, Brooklyn Campus 2003 — 2007
Bachelor's degree, Finance, General
Reena Ninan's BNY Mellon Experience July 2013 - October 2014
Job Corporate Trust Administrator at BNY Mellon
Industry Financial Services
Experience
MUFG Americas November 2014 - Present
BNY Mellon July 2013 - October 2014
TD July 2012 - April 2013
HSBC July 2005 - July 2012
Skills
Banking, Customer Service, Credit, Relationship Management, Retail Banking, Loans, Commercial Banking, Financial Services
Education
LIU Post 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Management
MUFG Americas November 2014 - Present
BNY Mellon July 2013 - October 2014
TD July 2012 - April 2013
HSBC July 2005 - July 2012
Skills
Banking, Customer Service, Credit, Relationship Management, Retail Banking, Loans, Commercial Banking, Financial Services
Education
LIU Post 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Management
Christopher Rossitto's BNY Mellon Experience May 2011 - August 2011
Job Applications Development Analyst at GNC
Industry Retail
Experience
GNC October 2011 - Present
BNY Mellon May 2011 - August 2011
Skills
Software Development, Testing, Microsoft Excel, Access, PowerPoint, SQL, COBOL, JCL, SQL Server Management..., C#, VB.NET, IBM Mainframe
Education
Robert Morris University 2010 — 2011
BS, Computer and Information Sciences, General
Longwood University 1998 — 2002
Bachelor's Degree, Anthropology
GNC October 2011 - Present
BNY Mellon May 2011 - August 2011
Skills
Software Development, Testing, Microsoft Excel, Access, PowerPoint, SQL, COBOL, JCL, SQL Server Management..., C#, VB.NET, IBM Mainframe
Education
Robert Morris University 2010 — 2011
BS, Computer and Information Sciences, General
Longwood University 1998 — 2002
Bachelor's Degree, Anthropology
Daniel LaGuardia's BNY Mellon Experience 2007 - 2010
Job Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2011 - Present
Barclays Investment Bank 2010 - 2011
BNY Mellon 2007 - 2010
Education
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Neuberger Berman 2011 - Present
Barclays Investment Bank 2010 - 2011
BNY Mellon 2007 - 2010
Education
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.)
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon