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
Acacia Network November 2014 - Present
BNY Mellon August 2011 - January 2014
Management Health Solutions, Inc. November 2008 - February 2011
Fernwood hotel/resort February 2008 - June 2008
Work Force September 2007 - September 2007
Skills
Access, Microsoft Word, Microsoft Excel, Bloomberg Research, Type 60 WPM, Inventory Management, Team Management, Flexibility, Multi Tasking, PowerPoint, Organizational..., Outlook, Leadership
Education
Monroe College 2012 — 2014
Associate's degree, Accounting
Year Up Inc 2011 — 2012
Financial Operations, Business Communications, Professional Skills
East Stroudsburg North High School 2001 — 2005
UBS February 2014 - Present
UBS Investment Bank December 2012 - January 2014
BNY Mellon June 2010 - December 2012
Education
Monmouth University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Mohawk Valley Community College MVCC September 2015 - Present
Mohawk Valley Community College January 2012 - September 2015
MetLife January 2011 - January 2012
BNY Mellon February 2009 - January 2012
Cafe Bella Mia October 2008 - June 2011
Bonide Products Inc. May 2008 - August 2008
Skills
Training, Team Building, Customer Service, Process Scheduler, Merchandising, Coaching, Outlook, PowerPoint, Forecasting, Microsoft Office, Microsoft Word, Microsoft Excel, Account Management, Budgets, Sales Management, Negotiation, Public Speaking, Hiring, Strategic Planning, Restaurant Management
Education
SUNY Polytechnic Institute 2008 — 2009
Bachelor's, Business Administration
Mohawk Valley Community College 2003 — 2006
Associate's in Science, Business Administration
BNY Mellon June 2015 - August 2015
Deutsche Bank December 2013 - May 2015
New York University January 2010 - June 2013
Skills
Retail Banking, Credit, Loans, Commercial Banking, Credit Risk, Consumer Lending, Commercial Lending, Mortgage Lending, Branch Banking, Small Business Lending, Finance, Interviews, Financial Analysis, Temporary Placement, Internet Recruiting, Human Resources, Talent Acquisition, Applicant Tracking..., Recruiting, College Recruiting
Education
Monroe College 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General, 3.5
Monroe College 2009 — 2011
Associate's degree, Business Administration and Management, General
American Stock Transfer & Trust Co LLC November 2012 - Present
Computershare formerly The Bank of New York Mellon February 1998 - June 2012
BNY Mellon January 2003 - January 2007
BNY Mellon January 2000 - January 2003
Lost Securities/Replacements January 1997 - January 2000
Skills
Product Management, Lotus Notes, Account Management, Proposal Writing, Customer Satisfaction, Microsoft Word, Finance, Outlook, Microsoft Office, Business Analysis, PowerPoint, Financial Services, Microsoft Excel, Analysis, Customer Service, Corporate Actions, Call Centers, Strategic Planning, Leadership, Process Improvement, Team Leadership, Auditing, Insurance, Accounting, Risk Management, Financial Analysis, Banking, Equities, Relationship Management, Securities, Fixed Income, Bloomberg, Access, Investments, Portfolio Management
Education
Montclair State University
Physical Sciences - Biology
BNY Mellon June 2010 - Present
AllianceBernstein November 2004 - June 2010
Skills
Financial Reporting, Fund Accounting, Fund Administration, Derivatives, Securities, Equities, Fund Of Funds, Financial Services, Fixed Income, Financial Statements, Financial Accounting, SEC filings, US GAAP, Bloomberg, Closed-end Funds, Mutual Funds
Education
Montclair State University
MBA, Accounting
Rutgers University
B.A., Economics
BNY Mellon November 2014 - Present
Wells Fargo Home Mortgage November 2013 - August 2014
Nippon Express July 2013 - October 2013
HSBC October 2012 - April 2013
Skills
Portfolio Management, Investments, Banking, Mutual Funds, Financial Services, Bilingual-English/Korean, Retirement Planning, Strategic Financial..., Securities, Wealth Management, Financial Modeling, Bloomberg, Fixed Income, Financial Advisory, Hedge Funds, Investment Advisory, PowerPoint, Management, Teamwork, Public Speaking, Customer Service, Financial Planning, Leadership, Time Management, Microsoft Office, Research
Education
Minnesota State University, Moorhead 2010 — 2012
Bachelor of Science in Business Administration, International Business
Everett Community College 2008 — 2009
Business Administration and Management, General
Anyang Foreign Language High School 2001 — 2003
Japanese
BNY Mellon July 2015 - Present
Paychex November 2014 - July 2015
Paychex May 2014 - October 2014
St. John Fisher College September 2010 - May 2014
St. John Fisher College September 2012 - April 2014
Good Shepherd Services July 2012 - August 2013
Skills
Financial Reporting, Finance, Project Management, Data Analysis, Analysis, Access, Financial Analysis, Microsoft Excel, Time Management, Teamwork, Leadership, Policy, Budgets, Management, Strategic Planning
Education
Monroe College 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
St. John Fisher College 2010 — 2014
Bachelor of Science (BS), Corporate Finance
Stellenbosch University/Universiteit Stellenbosch 2013 — 2013
Bachelor's degree, International Business
BNY Mellon September 2006 - Present
BNY Mellon Wealth Management September 2006 - Present
Babson Capital Management September 2002 - May 2006
Wellington Management October 1996 - August 2002
Merrill Lynch May 1993 - October 1996
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Alternative Investments, Capital Markets, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Markets, Financial Analysis, Bonds
Education
Vanderbilt University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Middlebury College 1984 — 1989
Bachelor of Science (BS), Economics
Air Force Research Laboratory April 2014 - Present
BNY Mellon February 2014 - March 2014
Xerox Educations Solutions February 2005 - November 2013
Wirelss Retail June 2003 - June 2004
Circuit City September 2002 - June 2003
Skills
Call Center, Business Analysis, System Testing, User Acceptance Testing, Microsoft Office, Word, Excel, PowerPoint, Access, Visual Basic, Java, Software Quality..., Software Development..., Business Process..., Business Strategy, Microsoft Excel, SDLC, Call Centers, Microsoft Word, Requirements Analysis, Visio, Software Documentation, Integration, Requirements Gathering, Software Project..., Business Process, Systems Analysis, Process Improvement, Quality Assurance, Business Requirements, Business Intelligence, Agile Methodologies, Negotiation, DoD
Education
SUNY IT 2010 — 2012
Bachelor of Science, Business Adminstration
Mohawk Valley Community College 2004 — 2009
Associate in Applied Science, Business Management
BNY Mellon September 2013 - Present
Primax April 2012 - September 2013
Lowell Five Cent Savings Bank May 2011 - January 2013
Skills
Customer Service, Microsoft Word, Telephone Skills, Microsoft Excel, Financial Services, Call Centers, Customer Satisfaction, Relationship Management, Retail Banking, Banking, Microsoft Office, PowerPoint, Outlook, Access, Cross Selling, Cash Management, Data Entry, Credit Cards, Deposits, Teller Operations, Debit Cards, Analysis, Branch Banking, Time Management, Internet Banking, Personal Banking, Lines Of Credit, Cash, Cash Handling Experience, KYC, Banking Relationships, Merchant Services, Fraud, Financial Transactions, 10 Key, Private Banking, Fraud Detection, Bank Secrecy Act, Financial Institutions, Highly detail oriented, Credit Risk, Payment Card Processing, Core Banking, Risk Management, Anti Money Laundering, Close Attention to...
Education
Middlesex Community College 2013 — 2015
Associate of Science (AS), Business Administration and Management, General
Middlesex Community College 2013 — 2015
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
BNY Mellon 2010 - Present
BNP Paribas January 2007 - January 2009
Sheffield Haworth March 2006 - December 2007
Skills
Highly detail oriented, Highly Organized &..., Pay Close Attention to..., Customer Satisfaction, Work Ethic, Budgets, Finance
Education
Monroe College 2003 — 2006
Associate's degree, Business Administration and Management, General
Four Seasons Home Products July 2014 - Present
Tensator Group November 2010 - July 2014
BNY Mellon June 2010 - October 2010
Prager and Fenton May 2009 - August 2009
Skills
Leadership Development, Supply Chain Management, Project Planning, Project Management, Business Process..., Procedure Development, Policy Writing, Import Logistics, Product Launch, Purchasing, six sigma, 5S, Business Strategy, Supply Chain, Forecasting, Inventory Management, Manufacturing, Cross-functional Team..., Six Sigma, Account Management
Education
Molloy College 2012 — 2014
Master of Business Administration (MBA), Accounting
St. John's University 2006 — 2010
Bachelor's degree, Accounting
Berklee College of Music October 2010 - Present
AARP Financial, Inc. April 2006 - October 2010
Cole Management April 2005 - April 2006
MFS Investment Management 2002 - 2005
BNY Mellon 2000 - 2002
Lexington Global Asset Managers 1986 - 2000
Lexington Management Corporation 1986 - 2000
Procter & Gamble 1982 - 1986
Skills
Asset Managment, Investments, Finance, Portfolio Management, Strategy, Financial Reporting, Asset Management, Risk Management, Forecasting, Business Development, Leadership, Mergers & Acquisitions, Mutual Funds, Financial Services, Equities, Venture Capital, Accounting, Banking, Analysis, Management, Securities, Retirement Planning, Strategic Planning, Investment Management, Competitive Analysis, Internal Audit, Insurance, Financial Advisory, Higher Education
Education
University of Connecticut 1980 — 1982
MBA, Finance and International Business
University of Connecticut 1976 — 1980
BA, Soviet and East European Studies
Saint Petersburg State University 1979 — 1979
Russian Language
Middlebury College 1978 — 1978
Russian Language
NJ Transit November 2012 - Present
BNY Mellon March 2012 - October 2012
Pershing LLC August 2005 - October 2012
Amboy Bank July 1998 - July 2005
Education
Saint Peter's College 2006 — 2009
Master of Science (MS), Accounting
Saint Peters College 2006 — 2009
Master of Business Administration (MBA), Finance, General
Monmouth University 1999 — 2003
Bachelor of Science (BS), Finance, General
BNY Mellon March 2013 - Present
Houghton Mifflin Harcourt July 2011 - January 2012
Liberty Mutual Insurance July 2010 - January 2011
Skills
Microsoft Excel, InvestOne, Enterprise Software, SunGard, Financial Accounting, TLM, Workbench, Corporate Tax, Corporate Finance, Fund Accounting, Microsoft Office, OneSource, Essbase, Excel, Tax Preparation, Income Tax, Peachtree, Business Relationship..., HRS Pro
Education
Middletown South
Northeastern University 2007 — 2012
Bachelor of Science Degree in Business Administration, Concentration: Accounting
Monmouth University 2012 — 2012
3.8
Capco January 2013 - Present
YAI April 2007 - Present
BNYMellon July 1998 - November 2011
BNY Mellon July 1998 - November 2011
DR Division April 2001 - February 2004
BNY Mellon July 1998 - April 2001
American Stock Transfer and Trust Company May 1997 - July 1998
Skills
Business Analysis, Certified Project..., Strategic Planning, Business Process..., IT Strategy, RFP, SDLC, Team Building, Leadership, Analysis, Program Management, Equities, Financial Services, Management, Project Management, Risk Management, Software Documentation, Strategy
Education
Pace University
Masters, Information System
Monroe College
Bachelor Degree, Information Systems
BNY Mellon July 2013 - Present
Oneida County District Attorney's Office September 2012 - November 2012
CNY DSO December 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Photoshop, HTML, Budgets, Analysis, Data Analysis, Software Documentation, Anti Money Laundering, Banking, Computer Forensics, Counterterrorism, Cyber, Risk Management, Time Management
Education
Utica College 2010 — 2012
Bachelor of Applied Science (BASc), Cyber/Computer Forensics and Counterterrorism
Mohawk Valley Community College 2007 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
BNY Mellon February 2012 - Present
St. Elizabeth's Medical Center January 2011 - November 2011
Education
Mohawk Valley Community College-Utica Branch 2009 — 2011
Surgical Technology/Technologist
Poland Central School 1983 — 1997
BNY Mellon April 2014 - Present
Candella's Greenhouse and Farm August 2009 - Present
Navigant May 2013 - August 2013
Town of Whitestown Parks and Recreation September 2008 - October 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, Computer Forensics, FTK, Windows 7, Computer Security, EnCase, Information Security, Forensic Analysis
Education
Utica College 2011 — 2013
Bachelor's degree, Cybersecurity and Information Assurance/Computer Forensics
Mohawk Valley Community College-Utica Branch 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Canon USA June 2015 - August 2015
Mizuho Securities USA Inc. June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Press Releases, Time Management, Creative Writing, Data Entry, Writing, Editing, Teamwork, Document Management, Google Drive, Event Planning
Education
Molloy College 2012 — 2016
Bachelor’s Degree, Marketing
The Mary Louis Academy 2008 — 2012
County of Otsego December 2014 - Present
BNY Mellon November 2007 - June 2014
Central National Bank, Canajohaire, NY November 1989 - November 1999
Skills
Investment Banking, Banking, Financial Institutions, Cash Management, User Acceptance Testing, Project Management, Strategic Planning, Microsoft Office, Product Management, Research, Fund Accounting, Fund Administration, Risk Management, Fixed Income
Education
Mohawk Valley Community College-Utica Branch 1985 — 1988
Associate of Arts and Sciences (AAS), Accounting
JPMorgan Chase August 2014 - Present
BNY Mellon December 2013 - August 2014
Viacom January 2013 - May 2013
ALPFA- Montclair, NJ Chapter November 2012 - May 2013
Viacom September 2012 - December 2012
ALPFA- Montclair, NJ Chapter May 2012 - November 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Research, Project Management, Business Analysis, Valuation, Forecasting, Planning Budgeting &..., Variance Analysis, Trend Analysis, Trend Forecasting, Data Analysis, Strategy, Business Strategy, Finance
Education
Montclair State University 2009 — 2013
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Endurance International Group January 2014 - Present
Xerox April 2013 - January 2014
BNY Mellon May 1997 - April 2013
Skills
Technical Support, Troubleshooting, Information Technology, XP, Quality Assurance, Process Improvement, Business Analysis, Vendor Management, Disaster Recovery, SDLC, Active Directory, IT Management, Integration, Project Management, Visio, Servers, Requirements Analysis, CRM, SharePoint, ITIL, System Administration, Business Process..., Data Center, Software Documentation, IT Operations, IT Strategy, Windows Server, Security
Education
Middlesex Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Middlesex Community College
Computer Forensics
BNY Mellon October 2014 - Present
Private Client January 2014 - Present
The National Arts Club March 2002 - March 2014
UNICEF February 2010 - January 2014
ICIS August 2008 - May 2010
Credit Suisse March 2007 - August 2008
JPMorgan Chase February 2004 - March 2007
KPMG May 1999 - February 2004
Representative Clients and Initiatives 1994 - 1999
Skills
Program Management, Management, Project Management, Nonprofits, Strategy, Financial Services, Risk Management, Vendor Management, Strategic Planning, IT Strategy, Analysis, Social Media, Change Management, Budgets, Process Improvement, Consulting, Strategic Communications, Project Planning, Governance, Organizational..., International Project..., Business Analysis, Business Development, Quality Management, Accounting, Customer Satisfaction, Public Relations, Social Media Marketing, Marketing, Marketing Strategy, Project Portfolio..., Senior Stakeholder..., Expense Management, Cost Control, Global Regulatory..., Management reporting, Operational Efficiency, Operations Management, Process, Business Process..., Process Management, SAP, Total Cost of Ownership, ROI Management, User Experience, Executive Management, Executive Reporting
Education
University of Mississippi 1989 — 1992
BA, Communications
Mississippi State University
MS, Technology Planning
ACS, Inc./Xerox February 2006 - Present
BNY Mellon October 1997 - June 2005
Skills
Product Development, Web Development, Leadership Development, Staff Development, Program Development, Training, Employee Training, Training Delivery, Instructor-led Training, Hands-on Training, Instructional Design, Instructional Manuals, Instructional Skills, Quality Assurance, Quality Control, Compliance, RoboHelp, Captivate, Electronic Funds..., Electronic Payment..., Call Centers, Call Center Development, Supervisory Skills, Supervising, Staff Supervision, Job Coaching, Customer Service, SnagIt, Analysis, Needs Analysis, Blended Learning, Learning Management, Learning Management...
Education
Utica College 1993 — 1995
Bachelor of Science (B.S.), Psychology-Child Life
Mohawk Valley Community College 1990 — 1993
Associate's degree, Human Services
Whitesboro Central High School 1985 — 1990
High School Diploma, General Studies
BNY Mellon April 2013 - Present
PwC January 2012 - April 2013
Connor, Clark & Lunn Financial Group August 2009 - December 2011
Goldman Sachs 2008 - 2008
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Analysis, Bloomberg, Hedge Funds, Financial Modeling, Derivatives, Portfolio Management, Capital Markets, Private Equity, Corporate Finance, Investment Management, Risk Management
Education
Michigan Technological University
Bs, Finance
US Health and Life July 2013 - Present
Flagstar Bank April 2012 - July 2013
Dart Appraisal January 2011 - January 2012
Consulting Service Support Corporation January 2010 - January 2011
BNY Mellon January 2006 - January 2010
Michigan State University Federal Credit Union January 2004 - January 2006
Michigan National Bank January 1999 - January 2001
Skills
Mortgage Lending, Underwriting, Mortgage Banking, Loans, Credit, Refinance, FHA, Banking, Loan Origination, Credit Analysis, Residential Mortgages, Retail Banking, Insurance, Mortgage Underwriting, Risk Management, Loss Mitigation, Lotus Notes, Finance, Credit Risk, Financial Analysis
Education
Michigan State University 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Michigan State University 1999 — 2003
Bachelor of Arts Degree, Communications
BNY Mellon March 2013 - Present
Community Resource Center January 2012 - Present
Wal*Mart June 2008 - Present
United States Investigation Services April 2012 - March 2013
Monmouth University September 2006 - May 2011
Bon-Ton July 2004 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Monmouth University 2006 — 2011
Bachelor of Science, Business Administration; Accounting and Finance
BNY Mellon June 2010 - September 2012
Morgan Stanley Smith Barney 1998 - 2010
Education
Michigan State University
Bachelor of Applied Science (B.A.Sc.)
BNY Mellon September 2015 - Present
Edelman September 2014 - Present
Goodman Media International September 2013 - November 2013
Goodman Media International July 2010 - August 2010
The Brandman Agency May 2010 - July 2010
Skills
Facebook, Media Relations, Press Releases, Cision, Public Relations, Social Media, Social Media Marketing, Strategic Communications, Publicity, Marketing Communications, Event Planning, Digital Marketing
Education
Michigan State University 2007 — 2011
Bachelor of Arts (BA), Public Relations/Communications
UHealthSolutions December 2011 - January 2012
BNY Mellon February 2011 - April 2011
Staples 2003 - March 2010
Pegasus Satellite Television 2002 - 2003
Compaq Computer Corporation 1998 - 2002
Digital Equipment Corporation 1991 - 1998
Education
Michigan State University
PhD, MS, BS, Physiology (MS, PhD), Psychology (BS)
BNY Mellon October 2013 - Present
Mac-Gray Corp. April 2013 - October 2013
IBM Global Business Services February 2011 - June 2012
Zero Chaos February 2011 - June 2012
Pegasystems Inc. September 2006 - December 2010
Segue Software July 2004 - May 2006
Borland 2006 - 2006
Skills
Management, Account Management, Customer Service, Customer Satisfaction, Microsoft Office, Work Ethic, Salesforce.com, Sales, Project Management, Contract Management, Training, Enterprise Software, Process Improvement, Recruiting, CRM
Education
Middlesex Community College 2000 — 2004
Jerry M. Feeney Attorney At Law December 2013 - Present
BNY Mellon May 2013 - August 2013
US Army 2009 - 2012
H&M Hennes & Mauritz March 2008 - January 2009
H&M Hennes & Mauritz December 2005 - March 2008
H&M Hennes & Mauritz February 2005 - November 2006
H&M Hennes & Mauritz September 2003 - January 2005
H&M Hennes & Mauritz February 2000 - August 2003
Skills
Microsoft Office, Visio, SQL, Microsoft Word, Forecasting, System Administration, Management, Business Analysis, PowerPoint, Training, Outlook, Retail, English, Photoshop, Operations Management, Budgets, Teamwork
Education
Pace University - Lubin School of Business 2013 — 2014
Master's degree, Financial Risk Management
Monroe College 2012 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.88 GPA
State University of New York Maritime College 1998 — 2000
BNY Mellon June 2008 - Present
Skills
Banking, Risk Management, Financial Services, Financial Analysis, Process Improvement, Relationship Management, Financial Risk, Corporate Finance, Financial Modeling, Analysis, Finance, Leadership, Management, Financial Planning
Education
State University of New York Institute of Technology at Utica/Rome 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mohawk Valley Community College-Utica Branch 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
BNY Mellon April 2015 - Present
Burgiss July 2012 - April 2015
Burgiss May 2012 - June 2012
Bank of New Jersey January 2012 - April 2012
Bank of New Jersey August 2008 - January 2012
Skills
Banking, Customer Service, Excel, Microsoft Office, Vlookup, MS Excel Pivot Tables, Client Service Oriented, Financial Analysis, Private Equity, Superior Client Service, Corporate Finance, Microsoft Excel, Analysis, Investments, Auditing, Valuation, Accounting, PowerPoint, Microsoft Word, Portfolio Management
Education
Montclair State University 2008 — 2012
Bachelor of Science, Business Administration w/ CONC in Finance/Accounting, 3.65
Paramus Catholic High School 2004 — 2008
High School Diploma
BNY Mellon December 2011 - August 2012
United States Postal Inspection Service January 2011 - June 2011
Marble Hill Inn September 2010 - January 2011
Oneida County District Attorney's Office September 2010 - November 2010
Skills
Data Analysis, Customer Service, Cash Handling, Microsoft Office 2007, Answering Phones, Surveillance, Confidentiality, Fax, Law Enforcement, Excel, Fraud Investigations, Fraud Prevention, Criminal Justice, Evidence, Investigations, Interviewing, OFAC, Bank Secrecy Act, AML, Compliance, Analysis, Choicepoint, Pivot Tables, Fortent, Outlook, Suspicious Activity..., Fraud, Private Investigations, Investigation, Enforcement
Education
Utica College 2009 — 2011
B.S., Criminal Justice; Economic Crime Investigation
Mohawk Valley Community College 2008 — 2009
Associates, Applied Science; Liberal Arts & Science
New York Life Insurance Company March 2015 - Present
BNY Mellon January 2010 - March 2015
BNY Mellon March 2008 - December 2009
Volt October 2007 - March 2008
Lowe's Home Improvement August 2005 - March 2007
Shumaker Consulting Engineering & Land Surveying, P.C. January 2004 - August 2005
Skills
Microsoft Office, Lotus Notes, Adobe, Outlook, Process Scheduler, Sales, Invoicing, Securities, Training, Finance, Trading, Risk Management, Spreadsheets, Management, Account Reconciliation
Education
SUNY Institute of Technology 2002 — 2004
BBA, Business Administration Minor Finance
Mohawk Valley Community College 2000 — 2002
AAS, Business Public Management
BNY Mellon April 2013 - Present
Mercer Insurance Group August 2012 - January 2013
Caxton Associates September 2002 - November 2011
Skills
Corporate Actions, Hedge Funds, Bloomberg, Murex, Pricing, P&L, Middle Office, Back Office, Operations, Trade Settlement, Fixed Income, TRACS, Futures, FX Spot, P&L reconciliation, Beauchamp, Equity Derivatives, Total Return Swaps, Interest Rate Swaps, MBS
Education
Monmouth University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Toms River High School East
Vacations to go December 2014 - Present
BNY Mellon April 2014 - September 2014
Optimized Gas Treating Inc May 2012 - June 2013
Miami University August 2009 - May 2012
BNY Mellon May 2011 - August 2011
Skills
Accounting, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Team Leadership, Social Media, Marketing, Leadership, Teamwork, Finance, Corporate Communications, Corporate Finance, People Skills, Access
Education
Miami University 2009 — 2012
Bachelor's degree, Finance, Political Science
Upper saint Clair 2004 — 2008
Political Science / Finance
BNY Mellon September 2012 - Present
Easton Personnel (Contract Employee) at BNY Mellon April 2012 - August 2012
Dongbaek Elementary School September 2009 - August 2011
Avalon English Academy (iGen Corp.) October 2006 - May 2009
The Language House TEFL October 2005 - October 2006
Legg Mason & Co., Llc May 2000 - June 2005
PFPC March 1998 - May 2000
Skills
Financial Reporting, Microsoft Office, Variance Analysis, Excel, Word, Accounting, Outlook, Customer Service, Microsoft Word, Analysis, Training, Microsoft Excel
Education
The Language House 2005 — 2005
TEFL Certification, English as a Foreign Language
Midwestern State University 1992 — 1997
BBA, Accounting
Rutger's University, Livingston College 1989 — 1991
Psychology
Smith & Nephew May 2015 - Present
Philips Healthcare June 2014 - Present
Fresenius Medical Care March 2014 - June 2014
BNY Mellon November 2013 - March 2014
STATE STREET BANK AND TRUST January 2013 - November 2013
Skills
Microsoft Excel, Sales, Management, Accounting, Payroll, Research, Microsoft Office, Credit, Data Analysis, Financial Analysis, Matlab, Access, Microsoft Word, PowerPoint, Project Management, Tax, Analysis, Leadership, C++, Business Analysis
Education
University of Mass Lowell 2009 — 2012
Bachelor's Degree, Business Administration / Finance; 2012
University of Massachusetts at Lowell 2009 — 2012
Bachelor of Science, Business Administration, Finance
Middlesex Community College 2007 — 2009
Associate's Degree, Engineering Science
Middlesex Community College 2007 — 2009
Associate of Science, Engineering
Citi June 2009 - Present
BNY Mellon 2001 - 2007
Skills
Vendor Management, ITIL, Disaster Recovery, SDLC, IT Strategy, PMO, Business Analysis, IT Management, Information Technology, Software Documentation, Process Improvement, Cloud Computing, IT Service Management, Technical Support, IT Operations, Windows, Visio, SharePoint, Data Center, Project Portfolio..., PMP, Incident Management, Risk Management, Troubleshooting, Enterprise Architecture, Integration, Project Delivery, Requirements Gathering
Education
Monroe College 2004 — 2008
BS, Computer Information Systems
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
BNY Mellon June 2000 - Present
Alternative Investments Services at BNY Mellon June 2000 - Present
Deutsche Bank (formerly Bankers Trust Company) June 1991 - June 2000
Bankers Trust June 1991 - May 2000
Skills
Financial Services, Hedge Funds, Global Custody, Asset Management, Prime Brokerage, Securities, Mergers & Acquisitions, Mutual Funds, Fixed Income, Equities, Product Development, Collateral Management, Portfolio Management, Project Management, SWIFT messages, Mergers, Alternative Investments, Business Strategy, Acquisition Integration, Derivatives, Pricing Strategy, New Business Development, Marketing Strategy, Program Development, Website Development, Trading, Corporate Actions, Product Management, Settlement, Middle Office, Third Party Vendor..., Securities and Cash..., Liqudity and Credit Risk, Tri-Party Repo Reform, AIFMD Regulation
Education
Fairleigh Dickinson University
MBA, International Business
Montclair State University
B.S, Business Administration; Finance/Marketing
BNY Mellon November 2013 - Present
Bank of NewYork Mellon February 2010 - Present
SunTrust Bank August 1998 - June 2008
ResortQuest June 1991 - July 1997
Gaylord Entertainment 1991 - 1997
Skills
ITIL, Windows Server, Unix, SDLC, Banking, Technical Support, IT Security Operations, IT Security Policies, IT Management, Troubleshooting
Education
Middle Tennessee State University 1986 — 1989
Enterprise Bank (Enterprise Bancorp) February 2015 - Present
Digital Federal Credit Union April 2012 - October 2014
Hanscom Federal Credit Union February 2011 - May 2012
BNY MELLON November 2006 - August 2010
First Marblehead January 2006 - December 2006
Wainwright Bank January 2002 - December 2006
Bank of America January 2000 - December 2002
Fleet Bank January 1997 - December 2000
Skills
Loans, Credit, Banking, Portfolio Management, Mutual Funds, Investments, Securities, Risk Management, Finance, Accounting, Bloomberg, Account Reconciliation, Management, Financial Analysis, Valuation, Relationship Management, Financial Services
Education
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
BNY Mellon October 2014 - Present
BNY Mellon June 2012 - October 2014
The Bank of New York Mellon July 2007 - June 2012
Bank of New York January 2000 - July 2007
Bank of New York January 1994 - January 1999
Bank of New York July 1990 - January 1994
Skills
Hedge Funds, Derivatives, Alternative Investments, Financial Services, Capital Markets, Fixed Income, Asset Management, Securities, Mutual Funds, Equities, Management, Investments, Business Analysis, Marketing, Relationship Management, New Business Development, Marketing Strategy, Financial Markets, Banking, Loans, Bloomberg, Investor Relations, Structured Finance, Wealth Management, Finance, Series 7, Trading, Structured Products, Financial Risk, Portfolio Management, Financial Analysis, Investment Banking, Corporate Finance, Risk Management, Valuation, Investment Management, Private Equity, Asset Allocation, Financial Modeling, FX Options, Emerging Markets, Series 63, Fund Of Funds, Credit, Strategy, Mergers & Acquisitions, Strategic Financial..., Due Diligence, Bonds, Private Banking
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Finance
Middlebury College 1985 — 1989
BA, French, Art History
Université Paris X Nanterre 1987 — 1988
Masters School 1979 — 1985
BNY Mellon 2010 - 2014
BNY Mellon 2000 - 2010
BNY Mellon 1989 - 2000
Skills
Management, Human Resources, Employee Engagement, Leadership, Budgets, Marketing, Onboarding, Succession Planning, Employee Benefits, Performance Appraisal, Employee Relations
Education
Mohawk Valley Community College
Associate's Degree, Business, Management, Marketing, and Related Support Services
BNY Mellon December 2013 - Present
Bass Pro Shops July 2013 - December 2013
ACS XEROX Company January 2012 - March 2013
Education
Mohawk Valley Community College-Utica Branch 2014 — 2017
Associate’s Degree, Finance and Financial Management Services
BNY Mellon March 2010 - Present
Gar Wood Securities, LLC 2007 - 2010
Turning Point Securities 2004 - 2009
Skills
Fixed Income, Options, Derivatives, Equity Derivatives, Equity Trading, ETFs, Structured Finance, Relationship Management, Bloomberg, Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA)
Miami University
Finance, MIS
Bank of NY Mellon (LOB acquired by Computershare) July 1999 - Present
BNY Mellon 2009 - 2013
BNY Mellon 2007 - 2009
BNY Mellon 2004 - 2007
BNY Mellon 2003 - 2004
BNY Mellon 2001 - 2003
BNY Mellon 1999 - 2001
KPMG US 1994 - 1999
AIG 1989 - 1994
Skills
Senior Program..., Relationship Management, Strategic Planning, Strategic IT Management, Risk Management, Financial Services, Financial Analysis, Large Scale Deployments, Management Consulting, Finance, Business Analysis, Equities, Business Strategy, Investments, Project Management, Software Project..., IT Consulting, Experienced Business..., Organizational..., Team Leadership, Accounting, Key Account Management, Process Improvement, Management, SDLC
Education
Montclair State University 1980 — 1986
Associate of Arts and Sciences (A.A.S.), Accounting and Finance, 3.65
BNY Mellon March 2013 - Present
Education
Molloy College 2008 — 2012
Molloy College
B.S, Business Management; 2012
Marsh July 2015 - Present
MicroStrategy January 2014 - June 2015
MicroStrategy April 2013 - December 2013
BNY Mellon February 2011 - August 2012
Scholastic January 2010 - February 2011
Hess Corporation October 2008 - December 2009
Avanade December 2007 - August 2008
BNY Mellon December 2004 - December 2007
Banc of America Securities, LLC September 2003 - December 2004
Citi July 2002 - September 2003
Skills
PeopleSoft HR, PeopleSoft Financial, PeopleSoft EPM, Business Intelligence, Microsoft SQL Server, SSAS, SSRS, SSIS, OBIEE, Oracle SQL, Cognos, Financial Reporting, Datastage, Informatica, T-SQL Stored Procedures, PL/SQL, Microstrategy, Analysis Services, Business Objects, Data Modeling, Data Warehouse..., ETL, Oracle, PeopleSoft, SDLC, Data Warehousing, Databases, Business Analysis, SQL, Business Process, Integration, Requirements Gathering, MicroStrategy
Education
Rutgers University - New Brunswick 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance
Middlesex County College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Accounting
The Hartford March 2013 - Present
The Hartford October 2012 - March 2013
The Hartford November 2011 - October 2012
The Hartford January 2011 - October 2012
The Hartford July 2010 - January 2011
BNY Mellon January 2010 - July 2010
Skills
Insurance, Commercial Insurance, Liability, Process Improvement, Customer Service, Leadership, Call Centers, Coaching, Change Management, PowerPoint, General Insurance, Property, Microsoft Excel, Microsoft Office
Education
SUNY Empire State College 2012 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Mohawk Valley Community College-Utica Branch
Associate of Arts and Sciences (A.A.S.), Business Management
BNY Mellon November 2006 - July 2013
Skills
Capital Markets, Financial Modeling, Investment Banking, Investments, Emerging Markets, Derivatives, Portfolio Management, Equities, Corporate Finance, Fixed Income, Hedge Funds, Mergers & Acquisitions, Securities, Asset Management, Mutual Funds, Due Diligence, Alternative Investments, IPO, Investor Relations, Valuation, Corporate Governance, Financial Markets, Private Equity, Bloomberg
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Montclair State University 2001 — 2006
Bachelor of Business Administration, concentration in Finance
AMS Risk Management & Consulting, Inc. September 2013 - Present
BNY Mellon August 2006 - December 2007
Skills
Risk Management..., Insurance, Risk Management, Consulting, Portfolio Management, Enterprise Risk..., Analysis, Financial Modeling
Education
Monroe College 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.96 GPA
The Scout Guide April 2015 - Present
Perella Weinberg Partners January 2014 - December 2014
BNY Mellon December 2012 - January 2014
Ernst & Young September 2011 - January 2013
Ernst & Young June 2010 - August 2010
Skills
Investor Relations, Asset Management, Hedge Funds, People Skills, Analytical Skills, Communication Skills, Research, Team Leadership, Assurance, Interpersonal Skill, Microsoft Excel, Financial Reporting, Problem Solving, Auditing, Human Resources, Time Management, Teamwork, Social Media, Customer Service
Education
Monmouth University 2007 — 2011
B.S. Business Administration, Concentrations in Accounting and Finance
Rumson Fair Haven Regional High School 2002 — 2006
New York School of Interior Design
Candidate for Basic Interior Design Certificate
Kognitive Systems LLC September 2014 - Present
The Kellogg Agency, LLC August 2008 - Present
BNY Mellon February 2015 - 2015
MetLife Resources July 2006 - October 2008
Principal Financial Group April 2002 - July 2006
Skills
IT Strategy, Entrepreneurship, Start-ups, Retirement Planning, Business Development, Security, Cloud Computing, Network Security, Investments, Retirement, ITIL, Business Strategy, Business Intelligence, Management Consulting, New Business Development, Leadership, Management, Microsoft Excel, Microsoft Office, Strategy, Strategic Planning, Sales, Public Speaking, Customer Service, Training, Marketing Strategy, Finance, Marketing, Team Building
Education
Utica College 2014 — 2016
Cyber Security & Information Assurance, Cyber Security
Mohawk Valley Community College-Utica Branch 2013 — 2014
Cyber Security A.S program, Cyber Security
Holland Patent Central School
BNY Mellon February 2014 - Present
BNY Mellon February 2013 - February 2014
Sand Road Animal Hospital. LLC 2008 - 2012
The Bank of New York July 1999 - October 2007
Skills
Project Planning, Business Analysis, Microsoft Excel, Microsoft Access, Microsoft Word, Organization, PowerPoint, Customer Service, Reporting & Analysis, Financial Reporting, Staff Supervision, Time Management, Non-profits, Banking, Supervising, Microsoft Publisher, Company Newsletters, Social Media Marketing, Microsoft Project, Presentation Development, Management, E-commerce, Newsletters, Event Planning, Training & Development, Microsoft Office, Project Management
Education
Mohawk Valley Community College 1998 — 2001
A.A.S. in Human Services
Hertz Entertainment Services June 2015 - Present
Office Team March 2015 - Present
Enterprise Rent-A-Car August 2014 - January 2015
Montclair State University January 2011 - December 2013
Montclair State University September 2010 - December 2013
Bank of NY Mellon via American CyberSystems May 2013 - August 2013
Montclair State University September 2010 - May 2011
The New York Sun July 2007 - November 2007
BNY Mellon January 2007 - June 2007
Skills
PowerPoint, Teaching, Public Speaking, Higher Education, Microsoft Office, Microsoft Word, Research, Outlook, Customer Service, Administrative..., Community Outreach, Fundraising, Nonprofits, Facebook, Leadership, Social Networking, Wholesale Real Estate, Lease Options, Social Media, Editing, Time Management, Microsoft Excel, Event Planning, Management, Training, Communication, Teamwork
Education
Montclair State University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Montclair State University 2010 — 2014
Bachelor of Arts (B.A.), Political Science
BNY Mellon June 2015 - Present
BNY Mellon May 2014 - June 2015
BNY Mellon April 2013 - April 2014
UBS Wealth Management September 2012 - December 2012
Wells Fargo Advisors May 2012 - August 2012
Skills
Financial Modeling, Investments, Microsoft Excel, Finance, Mutual Funds, Corporate Finance, Analysis, Wealth Management, Microsoft Office, SmartStation, Social Media, Facebook, Twitter, Equity Valuation, US Tax, FATCA, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Bachelor's degree, Finance
Mohawk Valley Community College 2008 — 2010
MetLife August 2015 - Present
BNY Mellon September 2013 - August 2015
Skills
Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Banking, Finance, Financial Reporting, Accounting, Analysis, Risk Management, Bloomberg, Microsoft Office, Accounts Payable, Auditing, Financial Accounting, Financial Planning, Financial Services
Education
Mohawk Valley Community College 2011 — 2013
Associate's degree, Finance and Financial Management Services
Nails by Allison April 2013 - Present
Pure Romance May 2009 - Present
BNY Mellon November 2001 - April 2008
BNY Mellon December 1999 - November 2001
Skills
Customer Service, Team Building, Accounting, Sales, Sexuality Education, Sexual Dysfunction, Nail Care, Training, Relationship Enhancement, Women's Health, Direct Sales, Manicures, Acrylic Nails, Nail Art, Gel Nails, Entertainment, Party Plan, Pedicures, Social Networking, Social Media, Public Speaking, Recruiting, Product Marketing, Event Planning, Social Media Marketing, Art, Beauty Industry, Microsoft Excel, Microsoft Office
Education
John Paolo's Xtreme Beauty Institute/Goldwell Product Artistry 2012 — 2013
SUNY Institute of Technology 1997 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mohawk Valley Community College 1995 — 1997
Associate of Science (A.S.), Accounting
Rome Free Academy 1988 — 1991
BNY Mellon June 2001 - November 2011
Skills
Outlook, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Web Development, Content Writing, Non-fiction Writer, Fiction Writing, Online Research
Education
Monroe College 1998 — 2002
Bachelor of Science
BNY Mellon January 2015 - Present
Michael Kors August 2012 - December 2014
National Association of Women Business Owners – Central Jersey Chapter [NAWBO-CJ] February 2014 - May 2014
Michael Kors January 2014 - May 2014
Attila Wings February 2010 - January 2014
Skills
Time Management, Teamwork, Marketing, Sales, Cashiering, Microsoft Office, Microsoft Word, Customer Service, CRM, Data Entry, Microsoft Excel, Team-oriented, People Skills, Email Marketing, Telephone Skills, Analysis, Social Networking, Visual Merchandising, Spreadsheets, PowerPoint, Retail, Merchandising, Retail Sales, Loss Prevention, Inventory Management, Store Management, Inventory Control, Cash Register, Restaurants, Food, Customer Satisfaction, Facebook, POS, Cash Handling Experience, Trend Analysis, Bloomberg Terminal, Account Reconciliation, Financial Audits, P&L Analysis, MS Excel Pivot Tables
Education
Rutgers University 2011 — 2015
Bachelor's Degree, Accounting
Middlesex County College 2011 — 2013
Associate of Arts and Sciences (AAS), Accounting and Business/Management, 3.68
Sayreville War Memorial High School 2007 — 2011
Strategic Development & Construction Group July 2014 - Present
Strategic Development & Construction Group June 2013 - July 2014
oStream June 2012 - July 2012
CNY Builders May 2008 - July 2010
BNY Mellon August 2007 - April 2008
Skills
OSHA 10, Microsoft Office, Lotus Notes, Sage Timberline Office, Microsoft Excel, Investments, Market Research, Financial Analysis, Leadership, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Bachelor's degree, Finance and Real Estate, Cum Laude
NYU SPCS 2010 — 2013
Certificate, Construction Management
Mohawk Valley Community College 2010 — 2011
Business Administration and Management, General
Dale Carnegie 2009 — 2009
Certificate, Public Speaking & Effective Communications
BNY Mellon May 2011 - November 2013
Janus 1998 - 2010
Wells Capital Management 1996 - 1998
Wells Fargo Bank 1990 - 1996
The Chase Manhattan Bank 1989 - 1990
EF Hutton 1986 - 1988
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Hedge Funds, Investments, Wealth Management, Investment Strategies, Series 7, Securities, Fixed Income, Asset Managment, Equities, Series 63
Education
Middlebury College 1981 — 1985
BA, Biology/Psychology
Pratt & Whitney January 2015 - Present
Boeing January 2011 - January 2015
The Philadelphia African American Chamber of Commerce January 2010 - January 2011
BNY Mellon January 2008 - January 2010
Skills
Finance, Investments, Banking, Mutual Funds, Customer Service, Entrepreneurship, Human Resources, Funding, Real Estate, Advertising, Organizational..., Series 7, Financial Services, Securities, Equities, Analysis, Management, Manufacturing, Problem Solving, Process Improvement, Program Management, Quality Assurance, Supply Chain, Supply Chain Management, Cross-functional Team..., Quality Management, Logistics, Project Management, Planning, Continuous Improvement, Operations Management
Education
Michigan State University 2014 — 2014
Supply Chain Management, Supply Chain Management
The Boeing Company 2013 — 2014
Six Sigma Certification, Green Belt
Cabrini College 2008 — 2010
Masters of Science, Organizational Leadership
Cabrini College 2003 — 2007
Bachelor of Science, Marketing
BNY Mellon June 2011 - Present
Skills
Valuation, Asset Management, Securities, Investments, Alternative Investments, Mutual Funds, Social Media, Hedge Funds, Equities, Bloomberg, Fixed Income
Education
Middlebury College 2007 — 2011
B.A., Chinese, Economics
Middlebury College 2007 — 2011
Bachelor's degree, Economics
Cuisine by Christine October 2010 - Present
The Enclave 2010 - 2012
Chef's Gone Corporate November 2008 - April 2010
The Enclave May 2007 - October 2009
Chili's October 2004 - November 2008
BNY Mellon September 2002 - May 2004
BNY Mellon March 2001 - September 2002
Skills
Customer Satisfaction, Customer Service, Data Entry, Food, Hospitality, Management, Menu Development, Purchasing
Education
Monmouth University 1982 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Parsippany High School 1977 — 1981
College Prep
BNY Mellon June 2010 - Present
Skills
SAN, NAS, Storage Solutions, Cloud Computing, VMware, vSphere, NetApp, EMC Storage, Isilon, NFS, Storage Area Networks, Network Administration, Business Continuity, iSCSI, Fibre Channel, Storage, VMware vSphere, Disaster Recovery, Infrastructure, Vendor Management, Data Center
Education
Trevecca Nazarene University
Master of Science (MS), Business Management
Trevecca Nazarene University
Bachelor of Science (BS), Information Technology Project Management
Middle Tennessee State University
Bachelor of Science (BS), Computer Science
BNY Mellon March 2013 - Present
Skills
Investment Strategies, Asset Allocation, Fixed Income, Portfolio Management, Equity Research
Education
University of Kentucky 2005 — 2007
M.S.
Miami University 2001 — 2005
B.S.
BNY Mellon Wealth Management January 2015 - Present
BNY Mellon May 2012 - December 2014
Bernstein Global Wealth Managment June 2005 - May 2012
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Securities, Wealth Management, Financial Services, Investments, Recruiting, Interviews
Education
NYU School of Professional Studies 2013 — 2014
Certificate in Financial Planning
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), History, Minor in American Civilization
Delbarton High School 1997 — 2001
Capital Group May 2014 - Present
Edison Mission Energy May 2013 - May 2014
BNY Mellon January 2013 - February 2013
GMAC ResCap October 2008 - May 2011
Endowment Capital April 2005 - December 2007
Morgan Stanley Investment Management March 2002 - October 2005
Capital International June 1999 - December 2001
Skills
Microsoft Excel, SAP, Financial Analysis, Financial Reporting, Month End Close, SEC filings, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Mortgage Servicing, Derivatives, Fund Accounting, Portfolio Management, Separate Accounts, Cost Accounting, Valuation, SEC Filings, Accounting
Education
Michigan State University
BS, Packaging Engeering
Michigan State University
DICK'S Sporting Goods May 2013 - Present
Calgon Carbon Corporation October 2010 - May 2013
Sterling Relocation July 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Accounting, SAP, Budgeting, Access, Microsoft Excel, Forecasting
Education
Miami University 2006 — 2010
BS, Accounting
Cassidy Turley Commercial Real Estate May 2013 - Present
Management Consultant 2009 - March 2013
Citigroup 2006 - 2008
BNY Mellon 2003 - 2006
Greene, Levin, Snyder LLC and J.M. Kaufman Capital Associates 2000 - 2002
JPMorgan Chase January 1984 - December 1999
Skills
Cross-functional Team..., Market Research, Entrepreneurship, Global Treasury Services, Global Customer Service, Customer Experience, Client Delivery, Talent Management, Onboarding, KYC, Risk and Control, Compliance, Customer Satisfaction, Customer Engagement, Marketing Management, Marketing Strategy
Education
Michigan State University
Bachelor of Science
University of Hawaii at Manoa
Graduate Studies, Advanced Ethnobotany
Apollo Global Management LLC November 2010 - Present
Citi October 2007 - November 2010
BNY Mellon September 2003 - August 2005
Parametric Capital Management March 2002 - September 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Hedge Funds, Valuation, Corporate Finance, Equities, Asset Management, Private Equity
Education
NYIT 2002 — 2004
MBA, Business Administration
Montclair State University 1997 — 2002
Bachelors, International Business & Marketing
BNY Mellon August 2012 - Present
Harbor Freight Tools April 2013 - August 2014
APAC Customer Services - FairPoint Communications July 2010 - August 2012
Wal-Mart Super Center October 2004 - August 2010
Skills
Accounting, Process Improvement, Auditing, Management, Troubleshooting, QuickBooks, Financial Analysis, Financial Reporting, Financial Accounting, Internal Controls, Forecasting, Microsoft Excel, Access, Account Reconciliation, Financial Modeling, Accounts Payable, Accounts Receivable, Inventory Management, Customer Service, Time Management, Finance, Microsoft Office, Retail, Budgets, Corporate Finance, Microsoft Word, Payroll, PowerPoint, Analysis, Outlook, Teamwork, Strategic Planning, Business Analysis, PeopleSoft, Data Analysis, Sarbanes-Oxley Act, Risk Management, Business Strategy, Team Leadership, Leadership, Profit, Internal Audit, Management Consulting, Team Building, Banking, Fraud, Sales, Project Management, SAP, Invoicing
Education
SUNY Polytechnic Institute 2006 — 2009
Bachelor's Degree, Accounting
SUNY Polytechnic Institute 2006 — 2009
Bachelor's Degree, Accounting
Mohawk Valley Community College-Utica Branch 2003 — 2006
Completed courses, Accounting, Computer Science, and Computer Information Systems
BNY Mellon December 2014 - Present
The Hartford September 2014 - December 2014
BNY Mellon June 2011 - September 2014
M&T Bank October 2005 - June 2011
Turning Stone Resort Casino 2001 - 2002
Skills
Auditing, GPS Applications, Access, Databases, Data Entry, Microsoft Word, Microsoft Excel, Economic Sanctions, Detailed Organization, Google Analytics, Compliance, Multitasking Skills, Written & Verbal..., Policy Writing, Outstanding..., Procedure Review, Data Analysis, Security Operations, Fund Administration, Reporting & Analysis, Training, ISO, OFAC, Motivated self-starter, Customer Service, Phone Etiquette, Teamwork, Passion for Helping..., Highly Ambitious, Receptive, Fraud, Financial Analysis, Management, Risk Management, Banking
Education
Utica College 2015 — 2017
Master’s Degree, Financial Crime & Compliance Management
Utica College 2013 — 2015
Bachelor’s Degree, Bachelor of Science Cybersecurity Information Assurance
Mohawk Valley Community College-Utica Branch 2009 — 2012
Associate of Applied Science, Business Management
Mohawk Valley Community College-Utica Branch 2009 — 2012
Associate of Applied Science, Criminal Justice
Rome Free Academy
North Country Public Radio April 2013 - Present
BNY Mellon January 2012 - December 2012
BNY Mellon June 2008 - January 2012
Skills
Microsoft Office, Customer Service, Public Speaking, Social Media, Research, Event Planning, Nonprofits, Microsoft Excel, Leadership, Management
Education
St. Lawrence University 2013 — 2017
Creative
Mohawk Valley Community College 2006 — 2007
Business Administration and Management, General
East Coast Power Systems December 2014 - Present
MBS Highway February 2014 - December 2014
BNY Mellon June 2011 - February 2014
Merrill Lynch May 2010 - August 2010
Skills
Sales, Financial Analysis, Social Media, Business Analysis, Business Strategy, Business Communications, Direct Sales, Cold Calling, Sales Presentations, Market Analysis, Project Management, Switchgear, Critical Power Equipment, Panelboards, Metal Fabrication, CT Cabinets, Circuit Breakers
Education
Monmouth University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Regents American College 2009 — 2009
Bachelor of Business Administration (B.B.A.)
St. John Vianney Regional H.S 2003 — 2007
Colorado Ballet September 2011 - Present
Northern Trust May 2007 - April 2009
BNY Mellon 2001 - 2007
Depository Trust and Clearing Corporation / OMGEO 1984 - 2001
Skills
Strategic Planning, Asset Managment, Business Development, Sales, Marketing, Investments, Financial Services, Derivatives, Public Relations, Back Office, Trading, Bloomberg, Equities, Leadership, Process Improvement, Business Analysis, Securities, Asset Management, Mutual Funds, Risk Management, Banking, Hedge Funds, Fixed Income, Alternative Investments, Corporate Actions, Relationship Management, Portfolio Management, Settlement, Marketing Communications, Series 7, Bonds, Financial Markets, FX Options, Capital Markets, CRM, Cash Management, Finance, Client Services, Fund Accounting, Options, Trading Systems, Investment Management, Wealth Management, Financial Risk, Financial Modeling, Executive Management, Investment Banking, Series 63, Building Relationships, Strategic Financial...
Education
Minnesota State University, Moorhead 1965 — 1969
BNY Mellon October 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPIC September 2012 - September 2013
Merrill Lynch February 2012 - November 2012
Tower Wealth Managers April 2010 - January 2012
Oakwood Capital Management, LLC March 2006 - July 2008
Spectraprint, Inc. September 2003 - July 2005
Skills
Investments, Equities, Bloomberg, Fixed Income, Financial Analysis, Wealth Management, Mutual Funds, Securities, Banking, Asset Allocation, Finance, Retirement Planning, Asset Management, Portfolio Management
Education
Southwest Missouri State University 2000 — 2003
RBC Capital Markets January 2014 - Present
BNY Mellon August 2013 - January 2014
HSBC Securities July 2002 - September 2012
ION Trading (Formerly Rolfe& Nolan) September 2001 - July 2002
Banco Santander April 1999 - September 2001
Colonial Futures / Rudolf Wolf January 1998 - April 1999
Financial Trading & Consultancy July 1996 - December 1997
M F Global January 1996 - May 1996
Welton Investment Systems July 1994 - January 1996
Refco Inc. / Refco Overseas LTD. May 1989 - June 1994
Skills
Client Solutions and..., Series 3, Relationship Marketing, Project Management, Project Planning, Marketing Strategy, Management, Business Analysis, New Business Development, Business Strategy, Business Process, Business Process..., Business Development, Integration, Sales, Operations Management, Staff Development, Cross-functional Team..., Team Leadership, Written & Oral..., Technology, Electronic Trading, Derivatives, FINRA, FX Options, Fixed Income, Equities, Middle Office, Trading Systems, Financial Markets, Hedge Funds, Financial Risk, Back Office, Dodd-Frank, Prime Brokerage, Swaps, Interest Rate..., Equity Derivatives, Collateral Management
Education
Montclair State University
Economics & Finance
BNY Mellon VPIBJ Whitehall Bank & Trust Company
Education
Monmouth University
Adirondack Bank October 2003 - Present
NOT FOR PROFIT FUNDRAISING January 1995 - October 2012
Fleet Bank May 1997 - July 1999
BNY Mellon January 1993 - July 1995
Skills
Small Business Lending, Banking, Credit, Commercial Lending, Customer Service, Home Equities, Small Business, Fund-raising for Not..., Volunteering..., Marketing and..., Project Management, Fundraising
Education
Mohawk Valley Community College 1977 — 1999
Associate of Arts and Sciences (A.A.S.), Banking & Insurance
Canton ATC 1977 — 1978
BNY Mellon March 2011 - Present
Freestone Capital Management October 2008 - March 2011
Smith Barney October 1983 - August 2008
Skills
Asset Management, Wealth Management, Due Diligence
Education
Michigan State University
DATEL Software Solutions, LLC. October 2013 - Present
National Network of Digital Schools (NNDS) April 2013 - October 2013
Odyssey Software (The Odyssey Software Group) March 2011 - March 2013
BNY Mellon May 2007 - March 2011
Confluence June 2000 - May 2007
NCR 1997 - 2000
NCR 1997 - 2000
Skills
SQL, Microsoft SQL Server, VB.NET, Agile Methodologies, Requirements Analysis, .NET, SDLC, SharePoint, T-SQL, Oracle, Scrum, Database Design, XML, Data Warehousing, Software Development, Databases, Business Intelligence, Visio
Education
Miami University 1992 — 1997
Bachelor of Science (B.S.), Computer Systems Analysis, 3.453 GPA
BNY Mellon June 2010 - Present
HP Enterprise Services 2008 - 2010
EDS 2000 - 2008
Saturn Account January 2000 - January 2006
Carpenter Avionics, Smyrna Airport January 1990 - January 2000
Education
Middle Tennessee State University
B.B.A., Computer Information Systems
USAF Senior NCO Academy
BNY Mellon August 2013 - Present
BNY Mellon October 2009 - July 2013
J.P. Morgan February 2009 - July 2009
Putnam Investments October 2007 - May 2008
Education
University of Massachusetts Lowell 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Middlesex Community College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Wingate by Wyndham March 2010 - Present
SAGE Technical Services June 2009 - January 2010
Vivian Teal Howard Residential Health Care Facility April 2008 - September 2008
Van Allen Nursing Home December 2007 - March 2008
Stonehedge Health and Rehabilitation Center February 2007 - December 2007
Vernon Downs Casino & Hotel June 2005 - November 2006
Quality Inn of Rome September 2004 - June 2005
Rome Medical Billing April 1999 - March 2004
Betsy Ross Skilled Nursing Facility August 1997 - April 1999
BNY Mellon December 1995 - August 1997
Skills
Hospitality, Hotel Management, Hospitality Management, Hotels, Front Office, Micros, Hospitality Industry, Protobase, Guest Service Management, Guest Recovery, Guest Booking, Microsoft Office, Telephone Skills, Clerical Skills, Administrative Office..., Phone Coverage, Interact with All..., Handle Multiple..., Grasp New Concepts..., Work Without Supervision, Enjoy New Challenges, Experience working with..., Meeting Planning, Lodging, Filing, Highly detail oriented, OnQ, Property Management..., Multi-line Phone, Customer Service, Social Media, Public Speaking, Event Management, Event Planning, Microsoft Word
Education
Utica College 1992 — 1994
Bachelor of Arts (B.A.), Sociology and Anthropology
Mohawk Valley Community College 1989 — 1992
Associate of Science (A.S.), Liberal Arts and Sciences, General Studies and Humanities
BNY Mellon May 2011 - Present
Bank of New York Mellon November 2003 - May 2011
INTESA NY f/k/a INTESABCI November 1997 - November 2003
Skills
Derivatives, Investment Banking, Structured Finance, Money Market, Interest Rate Swaps, Banking, Relationship Management
Education
Montclair State University 1994 — 1997
Bachelor of Science, Business
BNY Mellon April 2013 - Present
Agero, Inc. January 2012 - March 2013
Monitor Group June 2007 - January 2012
Skills
Computer Science, Web Development, Web Applications, C#, .NET, ASP.NET, Microsoft SQL Server, VB.NET, ADO.NET, SSRS, Visual Studio, SQL, Java, MySQL, WCF, TFS, ASP.NET AJAX, SOA, JavaScript, Design Patterns, Web Services, ASP.NET MVC, OOP, Databases, Scrum, Agile Methodologies, AJAX, Software Development, XML, LINQ, T-SQL
Education
UMass Lowell 2005 — 2007
Bachelor of Science, Computer Science
Middlesex Community College 2003 — 2005
Associate, Computer Science
Bassett Healthcare 2014 - Present
BNY Mellon February 2014 - April 2014
Herkimer Area Resource Center October 2010 - May 2013
Bosch / Vitelcare October 2008 - October 2010
NYSTEC October 2004 - September 2008
Metromedia FIber Networks 1999 - 2001
Skills
Telecommunications, Network Design, Program Management, VPN, Servers, Process Improvement, Wireless, Testing, Integration, Disaster Recovery, Troubleshooting, Security, Networking, Network Engineering, TCP/IP, VoIP, Wireless Networking, Network Security, Network Administration, Windows Server, IT Management, Visio, SharePoint, Vendor Management, WAN, Network Architecture, Systems Engineering, Firewalls
Education
SUNY Polytechnic Institute 1995 — 1998
BS, Telecommunications
Mohawk Valley Community College 1984 — 1995
AAS, Programming and Data Systems
Remsen Central
First Derivatives October 2012 - Present
BNY Mellon January 2013 - May 2014
Bloomberg LP September 2012 - September 2012
HedgeServ October 2011 - August 2012
Goldman Sachs May 2010 - October 2011
Barclays Capital July 2007 - May 2010
Citigroup November 2003 - July 2007
Skills
Investment Banking, Trading Systems, Fixed Income, Structured Products, Java, SQL
Education
New York University 2008 — 2011
Masters, Computer Science
Monroe College 2002 — 2003
Bachelors, Computer Information Systems
BNY Mellon September 2014 - Present
BNY Mellon October 2012 - September 2014
BNY Mellon August 2011 - October 2012
BNY Mellon August 2010 - August 2011
BNY Mellon September 2009 - August 2010
BNY Mellon February 2008 - August 2009
Skills
Electronic Funds..., Budget Monitoring, Accounting, Reconcilement, Financial Analysis, Financial Accounting, Department Budgeting, Budget Process, General Ledger, Operating Budgets, Financial Reporting, Budget Forecasts, Microsoft Excel
Education
SUNY Polytechnic Institute 2008 — 2010
BBA, Business Administration and Accounting
Mohawk Valley Community College 2005 — 2007
AAS, Accounting
Capital Guardian LLC January 2014 - Present
Securevest Financial Group October 2013 - December 2013
BNY Mellon April 2012 - August 2013
Pershing, a BNY Mellon company August 2010 - April 2012
Pershing October 2007 - July 2010
Casio Inc February 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets
Education
Monmouth University 2002 — 2006
Finance
PwC July 2015 - Present
Bank of America Merrill Lynch August 2014 - July 2015
Deloitte September 2012 - August 2014
Credit Suisse May 2011 - December 2011
BNY Mellon February 2011 - April 2011
ViewTrade Securities November 2009 - March 2011
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Trading, Business Strategy, Access, Marketing Strategy, Sales, Finance, Financial Services, Strategic Planning, Financial Analysis, Data Analysis, Due Diligence, Valuation, Capital Markets, Financial Statement..., Equities, Accounting, Alternative Investments, Insurance, Economics, Management Consulting, Sarbanes-Oxley Act, Mutual Funds, Equity Research, Enterprise Risk...
Education
Monmouth University 2010 — 2012
MBA, finance
Quinnipiac University 2005 — 2009
Bachelor of Arts, Psychology, Mathematics, Economics
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Arts, Psychology
AIFS
Marlboro High School
Marlboro High School
Marlboro High School
BNY Mellon September 1996 - Present
Skills
Languages, Writing, Event Planning, Organizing, Accounting, Administration
Education
Michigan State University 1984 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
Citi July 2013 - Present
AIG June 2012 - July 2013
BNY Mellon October 2011 - June 2012
MetLife April 2010 - October 2011
Deutsche Bank January 2007 - April 2010
Education
Mississippi State University
Wilmington Trust October 2011 - March 2015
BNY Mellon September 2008 - January 2012
NATIONAL FINANCIAL(FIDELITY INVESTEMENTS) December 2006 - September 2008
inVentiv Health October 2006 - November 2006
Skills
Account Reconciliation, Accounting, Finance, Fixed Income, Financial Analysis, Mutual Funds, Bloomberg, Financial Services, Equities
Education
Monmouth University 2000 — 2004
BS, Accounting and Finance
BNY Mellon July 1981 - June 2015
Scudder Stevens & Clark January 1971 - June 1981
Scudder Stevens & Clark 1971 - 1981
Skills
Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Wealth Management, Securities, Alternative Investments, Investment Management, Investment Advisory, Bloomberg, Investments, Hedge Funds, Wealth Management..., Series 7, Investment Strategies, ETFs, High Net Worth..., Bonds, Estate Planning, Retirement Planning
Education
Michigan State University 1969 — 1971
MA
Hunter College 1966 — 1969
BA, History
CVS Caremark Corporation April 2013 - Present
BNY Mellon January 2010 - March 2013
BNY Mellon June 2007 - January 2010
Credit Suisse January 2007 - June 2007
Skills
Analytics, Bloomberg, Bond Markets, Bond Pricing, Business Analysis, Capital Markets, Cash Flow Forecasting, Cash Flow Statements, Competitive Analysis, Corporate Actions, Corporate Finance, Corporate Trust, Database Administration, Data Analysis, Database Design, Databases, Economics, Equity Valuation, Eviews, Financial Analysis, Financial Data, Financial Data..., Financial Services, Financial Projection, Fixed Income, Funds Transfer Pricing, Investments, Market Analysis, Microsoft Office, Municipal Bonds, Mutual Funds, Operational Planning, Operational Strategy, Outcome Measures, Peer Mentoring, Pricing Analysis, Process Flow, Proprietary Trading, R, Regulatory Analysis, Risk Reduction, SAS programming, Securities, Securities Lending, Statistical Data..., SQL, Tax Reporting, Valuation, Valuation Modeling, VBA
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Strategic Management, Accounting, Econometrics and Statistics, 720 GMAT
Michigan State University 2002 — 2006
Bachelor of Arts (BA), Political Science, 3.4 GPA
Advent Geneva + APX January 2009 - Present
Pershing Prime Brokerage Services January 2007 - Present
Pershing, a BNY Mellon co. January 2007 - Present
BNY Mellon January 2007 - Present
Advent Software January 1999 - January 2003
Bank of NY January 1997 - January 1999
JPMorgan Chase January 1995 - January 1997
Fleet Bank January 1994 - January 1995
JPMorgan Chase January 1991 - January 1995
Fleet Bank January 1993 - January 1994
Skills
Operations Manager /...
Education
Monmouth University
MBA, Finance
Rutgers University
BS, Accounting
BNY Mellon May 2010 - Present
BNY Mellon October 2008 - May 2010
BNY Mellon January 2004 - September 2008
Skills
Banking, Business Analysis, SDLC, Financial Services, Back Office, Business Requirements, Requirements Gathering, Requirements Analysis, Risk Management, User Acceptance Testing, Process Improvement, Visio, Business Process..., Stakeholder Management, Project Management, Business Process, Access, SharePoint, Analysis, Lotus Notes, Data Analysis
Education
Mohawk Valley Community College 1987 — 2003
Banking and Insurance, Accounting and Business/Management
Sauquoit Valley 1975 — 1987
BNY Mellon February 2015 - Present
PNC September 2011 - February 2015
Missouri State University January 2010 - December 2010
Skills
Database Design, Data Warehousing, Business Intelligence, Credit Risk Modeling, Basel II, Data Modeling, Credit Risk
Education
Missouri State University 2009 — 2011
Master of Accountancy, Accounting and Finance
BNY Mellon August 1987 - July 2011
Skills
General Ledger, Records Management, PeopleSoft, Job Scheduling, Lotus Notes, Oracle SQL, Accounts Payable
Education
Mid-Manhattan adult learning center 2014 — 2015
certification, Medical billing & coding
Monroe College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Information Technology
Royal Bank of Scotland August 2014 - Present
Castleton Commodities International June 2013 - July 2014
Bank of Tokyo-Mitsubishi UFJ November 2011 - June 2013
Signature Bank May 2007 - November 2011
BNY Mellon December 2004 - May 2007
Skills
Letters of Credit, Trade Finance, Credit, Commercial Banking, Banking, Credit Risk, Credit Analysis, Derivatives, Financial Risk, Investment Banking, Portfolio Management, Risk Management
Education
Utica College 2001 — 2003
Bachelor's degree, Economic Crime Investigation
Mohawk Valley Community College 1999 — 2001
Associate's degree, Insurance and Banking
Harlem Hospital Center HHC December 2014 - Present
Montefiore Medical Center May 2014 - December 2014
Lincoln Hospital Medical Center HHC March 2010 - May 2014
BNY Mellon June 2007 - February 2008
Lincoln Hospital Medical Center HHC September 2006 - December 2006
Skills
Quicken Books Pro,..., Computer Repair, Cost Accounting, Accounting, Accounts Payable, Bank Reconciliation, Accounts Receivable, Auditing, Payroll, Bookkeeping, Financial Statements, General Ledger, Variance Analysis, Account Reconciliation
Education
Monroe College 2008 — 2010
Master of Business Administration (MBA), Concentration in Finance
Monroe College 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Pre UWI
BNY Mellon 2005 - Present
Skills
Securities, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Series 7, Investments, Capital Markets, Banking, Risk Management, Derivatives
Education
Middlebury College 1967 — 1971
Political Science
Middlebury College 1967 — 1971
Political Science
MetLife 2009 - Present
BNY Mellon 2008 - 2009
Weber Screwdriving Systems Inc. 2006 - 2008
Education
Suny Institute of Technology 2003 — 2005
Bachelors of Arts
Mohawk Valley Community College 2001 — 2003
BNY Mellon May 2010 - Present
BNY Mellon September 2008 - May 2010
BNY Mellon January 2004 - September 2008
Education
Mohawk Valley Community College 2000 — 2005
Associate's degree, Accounting and Finance
Sauquiot Valley Central High School 1975 — 1987
BDO USA, LLP January 2014 - Present
BNY Mellon July 2010 - January 2014
BNY Mellon January 2006 - November 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, SharePoint, SAP ERP, Sage CRM, QuickBooks, Oracle, Training, Accounts Payable
Education
Monroe College 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Monroe College 2004 — 2007
Bachelor of Business Administration (BBA), General Business Administration and Management, Marketing
BNY Mellon Production CoordinatorThe BNYMellonJanuary 2000 - Present
Skills
Leadership
Education
Mohawk Valley Community College-Utica Branch
Associate's degree, International Business/Trade/Commerce
BNY Mellon 2010 - 2013
JPMorgan Chase September 2001 - May 2009
Skills
Trading, Mutual Funds, Securities, Equities, Banking, Bloomberg, Financial Analysis, Risk Management, Asset Management
Education
Monroe Community College
State University of New York Empire State College
Bachelor's degree, Business Administration and Management, General
Service Corporation International July 2014 - July 2015
Service Corporation International 2012 - July 2014
Service Corporation International 2010 - 2012
Service Corporation International 2007 - 2010
BNY Mellon 2007 - 2007
JPMorgan Chase & Co. 2002 - 2006
JPMorgan Chase & Co. 2001 - 2002
First Avantus Securities 1996 - 2001
Skills
Corporate Trust, Offshore Outsourcing, Account Reconciliation, Foreign Affairs, Accounting, Trust Remittance..., Cash Flow Reporting, Trust Annual Reporting, World History, Regulatory Audits, Financial Services, Retirement Planning, Retirement Solutions, Qualified Retirement..., Investment Advisory, Investment Strategies, CMO management
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Arts (B.A.), History & Government
Millsaps College 1990 — 1991
Liberal Arts and Sciences/Liberal Studies