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
Capgemini Financial Services March 2011 - Present
Cognizant Technology November 2006 - March 2011
BNY Mellon January 2008 - June 2009
T.Rowe Price October 2007 - January 2008
American Express Bank November 2006 - October 2007
ICICI Bank February 2006 - November 2006
ICICI Bank February 2006 - October 2006
Tata AIG General Insurance Company Limited February 2005 - February 2006
Tata AIG 2005 - 2006
ICICI Lombard September 2004 - February 2005
Skills
Project Management, Financial Risk..., Business Analysis, Retail Banking, Wealth Management
Education
Symbiosis Centre for Management and Human Resource Development 2002 — 2004
MBA, Business Admin
Educational Institution
B.E, Electrical & Electronics
Bangalore University
GBO Bookkeeping Accounting Taxes Funds Admin Outsourcing Service March 2014 - Present
Och-Ziff Capital Management January 2013 - February 2014
PwC September 2010 - December 2012
US Air Force Reserve October 2004 - October 2010
Citi June 2007 - August 2010
BNY Mellon July 2006 - May 2007
Skills
Bookkeeping, Accounting, Private Equity, Microsoft Office, Management, Microsoft Excel, Financial Audits, Financial Analysis, C++, Java, Visual Basic, Visual C++, Project Management, Hedge Funds, Assembly, Electrical Engineering, Satellite Communications, Unix, Computer Hardware, Finance, Financial Accounting, Tax Preparation, Xero, US GAAP, Financial Modeling, QuickBooks, Financial Reporting, Strategic Planning, Financial Statements, Tax
Education
Baruch College 2008 — 2009
Finance
City University of New York-Brooklyn College 2003 — 2007
Bachelor of Science, Accountancy
State University of New York at Stony Brook 2001 — 2002
Computer Science
Hajoca Corporation December 2014 - Present
Davidson College December 2010 - May 2014
Davidson College, Davidson, NC / Sophia University, Tokyo, Japan August 2010 - May 2014
BNY Mellon May 2013 - August 2013
Davidson College August 2012 - May 2013
The Hershey Company May 2011 - August 2011
University of Pennsylvania May 2009 - August 2009
Bombardier Transportation June 2008 - August 2008
Skills
Research, Analysis, Time Management, Teamwork, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Management, Team Leadership, Public Speaking, Visual Basic, Web Design, Web Development, Website Development, Linux, Java, JavaScript, ninjatrader script, International Finance, Japanese culture, payment analysis, Statistical Modeling, Web Applications, Presentations, DCF, Excel best practices, Programming
Education
Davidson College 2010 — 2014
Bachelor of Science (B.Sc.), Physics Major; Economics Minor
Training the Street
Financial Modeling Seminar
Sophia University 2013 — 2014
International Finance and Japanese Language, 4.0/4.0
Shanghai University of Finance and Economics 2012 — 2012
4.0/4.0
Washington and Jefferson College 2009 — 2010
4.0/4.0
Peters Township High School 2000 — 2010
4.0/4.0
Baruch College, City University of New York (CUNY) 2014 — 2014
C++ for Financial Engineering, Certificate with Distinction
BNY Mellon October 2009 - Present
Societe Generale June 2008 - August 2009
Morgan Stanley October 2003 - January 2008
Structure Tone January 1999 - September 2002
Albert Ocansey and Associates March 1995 - July 1996
Skills
Financial Reporting, Business Requirements, Internal Controls, Financial Audits, Financial Statements, Financial Analysis, Accounting, Investment Banking, Risk Management, Financial Risk, Asset Managment, Banking, Account Reconciliation, Analysis, Auditing, Bloomberg, Business Analysis, Capital Markets, Cash Flow, Corporate Finance, Credit, Credit Risk, Derivatives, Due Diligence, Enterprise Risk..., Equities, FX Options, Finance, Financial Accounting, Financial Modeling, Financial Services, Fixed Income, General Ledger, Hedge Funds, IFRS, Internal Audit, Investments, Management, Managerial Finance, Mergers, Mutual Funds, Portfolio Management, Private Equity, Process Improvement, Sarbanes-Oxley Act, Securities, Strategic Financial..., Tax, US GAAP, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Institute of Professional Studies (IPS) 1991 — 1993
ACCA, Accounting
St Augustines Secondary School
GCE O Level, Liberal Arts and Sciences/Liberal Studies
Goldman Sachs May 2014 - Present
Société Générale December 2013 - May 2014
BNY Mellon April 2012 - June 2013
BNY Mellon June 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Onboarding, Recruiting, SharePoint, Catalyst, PeopleSoft Financial, Economics, Social Media, Management, Training, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA), Economics
Howard University 2007 — 2011
B.A., Economics, Business Administration
Beacon Consulting Group June 2015 - Present
EY August 2014 - June 2015
BNY Mellon August 2010 - August 2014
The Babson College Fund December 2011 - December 2012
U.S. Trust, Bank of America August 2007 - August 2010
Bryant University January 2006 - May 2007
Fidelity Investments May 2006 - April 2007
MetLife May 2005 - August 2005
Skills
Portfolio Management, Bloomberg, Trading, Finance, Barra Aegis, Leadership, Thompson One, Mutual Funds, Equities, Investment Management, Asset Allocation, Relationship Management, Factset, Thomson One, Reuters, Security Analysis, Manager Selection, Institutional..., High Net Worth..., Presentations, Private Banking, Economics, Global Macro, Wealth Management, Alternative Investments, Hedge Funds, Private Equity, Fixed Income, Wealth Management..., Equity Research, Management Consulting, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance
Bryant University 2003 — 2007
Bachelor of Science and Bachelor of Arts, Finance & Economics (cum laude)
Allen Tate Realtors January 2014 - Present
Bank of America September 2012 - December 2013
Wells Fargo Advisors September 2011 - September 2012
BNY Mellon April 2004 - July 2007
Skills
First Time Home Buyers, Investment Properties, Short Sales, Buyer Representation, Real Estate, Mortgage Lending, Sellers, Real Estate Transactions, Foreclosures
Education
City University of New York-Baruch College 2000 — 2006
Bachelor’s Degree, Concentration in Accountancy & Minor in English Literature
The Dorm July 2015 - Present
Stepping Forward Counseling January 2015 - August 2015
Citi August 2014 - December 2014
Citi June 2013 - August 2014
Citi June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Skills
Bloomberg, Relationship Management, Microsoft Excel, PowerPoint, Technical Writing, Investments, Alternative Investments, Trading, Microsoft Word, Strategy, Valuation, Investment Banking, Economics, Spanish, Financial Analysis, Public Speaking, Social Media, Research, Data Analysis, Financial Modeling, Microsoft Office
Education
New York University
Master's Degree, Social Work
Barnard College 2010 — 2013
B.A., Philosophy
Newark Academy 2006 — 2010
High School, International Baccalaureate Diploma
Fortress Investment Group April 2014 - Present
Bank of New York Mellon Corporation March 2009 - Present
BNY Mellon March 2009 - March 2014
Bank of New York Mellon Corporation September 2008 - March 2009
Bank of New York Mellon Corporation June 2008 - August 2008
Bank of New York Mellon Corporation June 2007 - August 2007
Century 21 Langer Real Estate April 2006 - March 2007
Skills
Interest Rate..., VBA, Microsoft Excel, Bloomberg, Reuters, Risk Management, FX Options, Fixed Income, Derivatives, Finance, Equities, Trading, Portfolio Management, Bloomberg Terminal, Analysis, Financial Risk
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investments, 3.67
Baruch College (CUNY) 2006 — 2010
Bachelors of Business Administration, Finance and Investments
Auda Advisor Associates September 2010 - Present
The Burgiss Group 2008 - September 2010
BNY Mellon April 2007 - September 2008
Skills
Portfolio Management, Microsoft Excel, Investran Accounting..., PowerPoint, Financial Services, Financial Modeling, Financial Analysis, Finance, Private Equity, Corporate Finance, Valuation, Investments, Account Reconciliation, Accounting
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accountancy
White Plains Hospital July 2015 - Present
Hoboken UMC December 2014 - July 2015
BNY Mellon August 2008 - June 2014
BNY Mellon August 2007 - August 2008
BNY Mellon August 2006 - August 2007
Delaware Crossing Investor Group June 2005 - August 2005
Prudential Financial 2003 - 2005
ACS Acquisition Services September 2004 - December 2004
Skills
Financial Analysis, Global Custody, Relationship Management, Business Analysis, Customer Relations, Analysis, Excel, Data Analysis, Securities, Financial Services, Banking, Client Service, Insurance, Finance, Process Improvement, Access, Asset Management, PowerPoint, Financial Reporting, Project Management, AML, KYC, Financial Markets, Microsoft Word, Account Management, Lean Six Sigma, Microsoft Excel
Education
Baruch College 2012 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Susquehanna University 2002 — 2006
Bachelor of Science, Global Management
Citi March 2015 - Present
Goldman Sachs June 2014 - August 2014
FXCM June 2013 - May 2014
UBS October 2012 - December 2012
BNY Mellon June 2012 - August 2012
Skills
Fixed Income, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Auda Alternative Investments June 2014 - Present
Convergex January 2007 - March 2014
BNY Mellon January 2003 - December 2006
ESI October 2000 - August 2003
Sandata Technologies April 1999 - September 2000
TDC October 1997 - April 1999
British Airways July 1996 - October 1997
Skills
C#, SQL, DevExpress, Bloomberg APIs, Windows Services, SWIFT messaging, Visual Studio, VB, TRACE Messages, Excel API, IBM Websphere MQ, Opalis, BCP Utilities, Citrix, XML, Windows API, Sybase, Web Services, ASP.NET, Equities, Trading Systems, Databases, Transition Management..., Fixed Income System..., Security Master, Front-End Trading..., WebSphere MQ, Business Analysis, SDLC, Visual Basic, Security, Win32 API, SWIFT Messaging, Bloomberg, Capital Markets, Financial Markets, Electronic Trading
Education
City University of New York-Baruch College
BACHERLOR OF BUSINESS ADMINISTRATION, Computer Information System, 3.2
Citi June 2015 - Present
Citi May 2013 - Present
ALPFA, Inc. — Empowering Latino Leaders 2010 - Present
ALPFA New Jersey 2010 - 2014
BNY Mellon September 2012 - May 2013
UBS June 2012 - August 2012
UBS January 2012 - May 2012
Skills
Securities, Licensing, Inventory Management, Excel, Bloomberg, Bloomberg Terminal, Finance, Investment Banking, Management, Leadership, Microsoft Excel, Risk Management, Equities, Financial Analysis, Financial Modeling, Valuation
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BBA, Finance
Universidad de Salamanca 2009 — 2010
Spanish
BNY Mellon January 2014 - Present
JPMorgan Chase 2011 - 2012
JPMorgan Chase 2005 - 2011
JPMorgan Chase 2002 - 2005
Skills
Test Planning, User Acceptance Testing, Quality Center, SDLC, Testing, Equities, Test Management, Fixed Income, Business Analysis, MS Project, Management, Microsoft Project, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, Software Development, Analysis, Business Requirements, HP Quality Center
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Computer Systems
Baruch College August 2014 - Present
Marks Paneth LLP January 2014 - May 2014
BNY Mellon August 2012 - May 2013
UBS Financial Services June 2011 - August 2011
Steiner Sports May 2008 - August 2010
Skills
Accounting, Tax Preparation, Tax, Auditing, ProSystem fx Tax, ProSystem fx Engagement, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Access, Financial Analysis, Bloomberg, Financial Statement..., Financial Modeling, Finance, Salesforce.com, Enterprise Software, Asset Allocation, Spanish, Cost Accounting, Budgeting, Financial Accounting, Financial Reporting, Management
Education
Baruch College 2013 — 2015
Master's Degree, Accounting
Lafayette College 2008 — 2012
Bachelor's Degree
Scarsdale High School 2004 — 2008
High School
CSN Consulting Group April 2015 - Present
BNY Mellon August 2014 - April 2015
BNY Mellon September 2013 - August 2014
Dynamic Diamond Tooling E.D.S Concrete Specialists March 2013 - August 2013
Accountemps August 2012 - March 2013
Orlando Housing Authority of Florida August 2012 - March 2013
Same Day Service Corporation April 2011 - March 2012
Same Day Service Corporation April 2011 - October 2011
City University of New York- LaGuardia Community College September 2010 - October 2011
City University of New York- LaGuardia Community College May 2010 - October 2011
Skills
Accounting, QuickBooks, Financial Analysis, Microsoft Excel, Analysis, Public Speaking, Microsoft Office, Budgets, Management, Customer Service, Account Reconciliation, Multilingual, System Administration, Business Analysis, Leadership, Finance, Account Management, Salesforce.com, Business Strategy, General Ledger, Accounts Payable, Data Analysis, Operational Excellence, Business Process..., Information Technology, International Marketing, Financial Statements, Excel, Budgeting, Customer Relations, Administration, ERP Software, Elite, Emphasys, Fixed Asset Management, Adobe Acrobat, Computer Maintenance, New Business Development, Project Coordination, Oracle CRM, Written & Oral..., Supply Management, Tracking Budget Expenses, Delegation, Managing Processes, Standards Development, Inventory Management, Reporting & Analysis, Cost Planning, Notary Public
Education
Rutgers Business School 2013 — 2015
Master's Degree, MAcc (MPAccy) in Governmental Accounting
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor's Degree, International Business Political Science
Laguardia Community College 2009 — 2011
Associate's Degree, Accounting and Business/Management
JPMorgan Chase October 2012 - Present
HSBC March 2008 - September 2012
BNY Mellon 2006 - 2008
Education
Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Barclays April 2015 - Present
AXA US May 2010 - April 2015
AXA Equitable September 2008 - May 2010
JPMorgan Chase November 2007 - September 2008
BNY Mellon May 2006 - November 2007
Century 21 Department Stores June 2004 - May 2006
Skills
Innovative, Detail Oriented, Microsoft Excel, Financial Services, Microsoft Word, Creative Problem Solving, PeopleSoft, FINRA, Fluent Spanish, Creative Services, Data Entry, Outlook, Event Planning, Management, Customer Service, Organizational..., SIRCON, Strategic Planning, Microsoft Publisher, Process Improvement, Eye for Details, Adobe Acrobat, Social Media, Styling, Social Networking, Analytics, Cross-functional Team..., AML, Motivated self-starter, MS Word, MS Excel, MS..., MS Outlook, Communication, Highly Organized, MS Publisher, Access, Investments
Education
Baruch College 2004 — 2008
Bachelor's Degree
High School of Telecommunications, Arts, & Technology 2001 — 2004
High School Diploma
Fox Rothschild LLP April 2012 - Present
BNY Mellon January 2011 - April 2012
Morgan, Lewis & Bockius LLP September 2008 - January 2011
Access Group October 2007 - April 2008
Access Group November 2004 - November 2007
Treatment Research Institute April 1999 - November 2004
Seventh Judicial Circuit Court of Florida 1995 - April 1999
Clerk of the Circuit Court, Volusia County, FL 1989 - 1995
Skills
Compliance, Research, Risk Management, Excel, Microsoft Office, Public Speaking, Microsoft Excel, Process Improvement, Organizational..., Corporate Law, Privacy Law, Management, Contract Negotiation, Corporate Governance, Legal Writing, Legal Research, Courts, Licensing, Litigation
Education
Widener University School of Law 2004 — 2007
LL.M.
Barry University - Dwayne O. Andreas School of Law 1995 — 2000
JD
Stetson University 1992 — 1995
BA
Apollo Global Management LLC September 2008 - Present
BNY Mellon February 2007 - September 2008
UBS April 2006 - February 2007
Skills
Equities, Risk Management, Operations Management, Process Improvement, Asset Management, Business Process..., Data Management, Data Quality Control, Operational Systems, Fixed Income, Derivatives, Financial Modeling, Alternative Investments, Bloomberg, Hedge Funds, Investments
Education
Baruch College 2003 — 2006
Bachelor's degree, Operations Management and Supervision
Farmingdale State University of New York 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Virtus Partners, LLC July 2015 - Present
BNY Mellon November 2011 - Present
BNY Mellon November 2009 - November 2011
BNY Mellon October 2006 - November 2009
JPMorgan Chase May 2006 - October 2006
Skills
Hedge Funds, Financial Services, Fixed Income, Securitization, Structured Finance, Relationship Management, Finance, Capital Markets, Loans, Private Equity, Portfolio Management, Alternative Investments, Investments, Management, Equities, MBS, Derivatives, Banking, Structured Products, AML, Bloomberg, Funding, Credit, Financial Modeling, Credit Analysis, Mutual Funds, Financial Analysis, Financial Markets, Risk Management, Securities, Bonds, Bloomberg Terminal, Asset Managment, Residential Mortgages, Swaps, Global Custody, Investor Relations
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.8
NYU Steinhardt 2009 — 2013
Master's Degree, Music and Performing Arts, 4.0
NYU School of Continuing and Professional Studies 2009 — 2011
Certificate in Accounting, Accounting
Emory University 2001 — 2005
Bachelor's Degree, Liberal Arts
Deutsche Bank August 2013 - Present
BNY Mellon June 2011 - August 2013
BNY Mellon January 2008 - May 2011
Evalueserve.com (Circle of Experts) January 2006 - December 2007
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Bachelor of Arts, High Honors
Yeshiva University
Bachelor of Arts (B.A.)
The Baron Group 2010 — 2010
Fitch Ratings 2011 — 2011
BNY Mellon September 2014 - Present
TheLadders July 2013 - November 2013
NYSE Euronext January 2009 - July 2013
Skills
Microsoft Office 2007, Photoshop, Final Cut Pro, Press Releases, Advertising, Blogging, Broadcast, Corporate Communications, Digital Media, Event Management, Finance, International Relations, Interviews, Investor Relations, Leadership, Management, Media Relations, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Relations, Social Media, Social Media Marketing, Strategic Communications, Video
Education
Baruch College
B.A., Corporate Communications
Silicon Valley Bank April 2014 - Present
BayCross Capital Group, LLC January 2013 - April 2014
Concord Academy September 2012 - December 2012
V2 WIND June 2012 - August 2012
FRAUNHOFER USA, Center for Sustainable Energy Systems January 2012 - May 2012
BNY Mellon May 2009 - July 2011
BNY Mellon July 2006 - May 2009
Skills
Entrepreneurship, Analysis, Corporate Finance, Investments, Market Research, Financial Modeling, Energy, Renewable Energy, Strategy, Due Diligence, Business Strategy, Valuation, Financial Analysis, Market Analysis, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration
Colby College 2000 — 2004
Bachelor of Arts, Philosophy
UniTek Global Services/ Pinnacle Wireless/FTS/DirectSat/Wirecomm April 2014 - Present
Peri Software Solutions July 2012 - April 2014
Independent Consultant, RPO February 2010 - June 2012
Continuiti National Interim HR Staffing March 2010 - March 2010
Global Systems Staffing June 2001 - February 2008
ClientSoft Inc. July 2000 - April 2001
Marsh February 1998 - June 2000
PwC July 1997 - December 1997
BNY Mellon April 1997 - June 1997
Perot Systems September 1996 - April 1997
Skills
Technical Recruiting, HR Solutions, Social Networking, PHR, Employee Relations, Recruiting, Human Resources, Personnel Management, Talent Acquisition, Internet Recruiting, Contract Recruitment, Applicant Tracking..., Screening, Employer Branding, Screening Resumes, Sourcing, Staff Augmentation, College Recruiting, Permanent Placement, Vendor Management, Temporary Placement, HRIS, Management, Interviews
Education
Fairleigh Dickinson University 2012 — 2012
PHR
City University of New York-Baruch College 1985 — 1989
BBA
Nordea September 2013 - Present
Habib Bank Limited November 2010 - September 2013
BNY Mellon March 2010 - November 2010
Merrill Lynch & Co. Inc September 2008 - December 2008
Skills
Compliance, Customer Relations, CRM software, Prime Compliance Suite, Regulatory Reporting, Financial Regulation, Risk Management, Financial Risk, AML, Banking, Research, Financial Services, Sanction, CRM, Risk Assessment, Customer Service, Regulations, Bank Secrecy Act, KYC, OFAC, Operational Risk, Finance, Due Diligence, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Certification, Forensic Accounting
Baruch College 2005 — 2010
BBA, Finance & Investments
JP Morgan August 2012 - August 2014
JP Morgan February 2011 - August 2011
BNY Mellon June 2010 - August 2010
Office of New York City Comtproller June 2008 - August 2008
Citi June 2007 - August 2007
Skills
Product Management, Financial Analysis, Valuation, Financial Modeling, Investments, Finance, Bloomberg, Investment Banking, Corporate Finance, Asset Management, Equity Research, Derivatives, Microsoft Excel, Data Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Shanghai University
Study Abroad, Finance
Harvard Business School 2011 — 2011
Summer Venture in Management Program
General Assembly
Product Management
Comerica Bank August 2014 - Present
Computershare January 2012 - June 2013
BNY Mellon July 2007 - December 2011
THE BANK OF NEW YORK August 2001 - June 2007
MAVRICC MANAGEMENT SYSTEMS, INC September 2000 - July 2001
Skills
Relationship Management, Securities, Financial Services, Risk Management, Employee Stock Options, Employee Stock Purchase..., Microsoft Office, Team Leadership, Staff Development, Account Reconciliation, Customer Service, Disaster Recovery, Internal Audit, Organization, Time Management, Process Improvement, ESPP
Education
Baker College of Auburn Hills
Business Administration
Oakland Community College 2000 — 2001
Liberal Arts and Sciences, General Studies and Humanities
BNY Mellon August 2014 - Present
Skills
Analysis, Data Analysis, Project Management, Access, Public Speaking, Business Process, Consulting
Education
Fordham University - Graduate School of Business Administration 2013 — 2017
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2008 — 2010
Certificate of Excellence
New York University - Leonard N. Stern School of Business 1993 — 1997
BS
Illinois Math and Science Academy
Kenwood Academy (High School)
BNY Mellon June 2015 - Present
Laughlin Constable September 2014 - May 2015
HSBC Private Bank June 2014 - August 2014
HSBC Private Bank June 2013 - August 2013
IKEA Group June 2012 - August 2012
Beth Shalom Day Camp June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg Software, PowerPoint, Microsoft Word, Customer Service, Teamwork, Marketing, Public Speaking, Time Management, Team Leadership, Event Planning, Leadership, Research, Social Networking, Social Media, Facebook, Data Analysis, Fundraising
Education
Marquette University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Information Technology
Baruch College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Economics
BNY Mellon December 2013 - Present
Max Borges Agency August 2013 - October 2013
SunTrust Bank September 2012 - October 2013
Moguldom Media Group LLC June 2012 - August 2012
Bank of America May 2011 - June 2012
TaskForce New Media and Marketing Group June 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Leadership, Facebook, Marketing
Education
Towson University 2012 — 2013
Bachelor's degree, Communication and Media Studies, 3.0
Baltimore City Community College 2009 — 2011
Associate of Science (A.S.), Business Administration, Management and Operations
AIG December 2013 - Present
American International Group August 2010 - December 2013
BNY Mellon May 2001 - August 2010
Societe Generale August 1999 - May 2001
Interim Technology November 1997 - August 1999
Marsh February 1997 - November 1997
Dreyfus May 1994 - February 1997
Skills
Project Portfolio..., Outsourcing, SDLC, Portfolio Management, Program Management, Process Improvement, Change Management, IT Governance, Strategic Planning, Process Engineering, Vendor Management, Budgeting, Resource Management, Quality Assurance, MS Project, SharePoint, SQL, IT Strategy, Business Process..., Software Development, Microsoft Office, Planning, SQL Server, Testing, Team Leadership, Visio, Product Development, Windows, Excel, PPM, Portfolio Strategy, Portfolio Optimization, HP PPM 9.1, Business Objects, Governance, Project Planning, PMO, IT Management, Budgets, Project Management, PMP, Management, Enterprise Software, Leadership, Management Consulting, Business Analysis, CRM, Risk Management, Software Project..., Business Process
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1994
Bachelor of Business Administration, Finance
Bronx High School of Science 1984 — 1988
Regents Diploma, Mathematics and Computer Science
Coventry Health Care February 2012 - Present
PNC July 2009 - February 2012
BNY Mellon October 2008 - April 2009
Giant Eagle April 2008 - October 2008
PNC Bank December 2007 - April 2008
Blue Cross Blue Shield of Michigan May 2006 - December 2007
Skills
Vendor Management, SDLC, Visio, PMP, Program Management, Integration, MS Project, PMO, Project Management, Risk Management, Change Management, Analysis, Testing, Management, Project Planning, Data Warehousing, Leadership, Oracle, Training, Business Requirements, Resource Management, Contract Management, Business Process..., Business Analysis
Education
Bangalore University 1975 — 1980
Bachelor of Engineering (BE), Chemical Engineering
SIT 1975 — 1980
Bachelor of Engineering (BE), Chemical Engineering
PwC April 2015 - Present
Citi August 2012 - December 2014
Citigroup May 2009 - October 2011
JPMorgan Chase August 2004 - August 2008
Bank of America January 2001 - July 2004
Bank of America January 2000 - December 2000
State Street Global Advisors January 1998 - December 1998
BNY Mellon October 1995 - January 1998
Skills
PMP, Compliance, Risk Management, Offshore Project..., Essbase, Business Objects, Strategic Planning, SAP, Microsoft Office, Budgeting, Project Portfolio..., Financial Reporting, Banking, SOX, Hyperion Enterprise, Windows 2000/XP, UNIX, (Oracle Solaris,..., LAN-WAN, TCP/IP, Cisco Routers, VoIP, Wireless Networking, Oracle 9i, Oracle Application..., Microsoft SQL Server, Access, IBM DB2, Sybase Adaptive Server, Visual Basic, Perl, HTML, JavaScript, Project Management, Budgets, Sarbanes-Oxley Act, Analysis, DB2, Requirements Analysis, Oracle, Business Analysis, Management, SDLC, Integration, Finance, Forecasting, Systems Engineering, Portfolio Management, Financial Services, Business Process, Financial Analysis
Education
Project Management Institute 2011 — 2011
PMP, Project Management
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
University of Massachusetts Boston
BA, Economics
Fairport Asset Management March 2014 - Present
Fairport Asset Management November 2000 - March 2014
National City Bank January 1997 - November 2000
BNY Mellon August 1994 - January 1997
Skills
Asset Allocation, Investments, Portfolio Management, Asset Management, Wealth Management, Equity Research, Securities, Private Equity, Valuation, Non-profit Leadership, Treasurers, Alternative Investments, Financial Analysis, Non-profit Volunteer, Equities
Education
Penn State University 1988 — 1992
BA, Economics
Baldwin Wallace University 1998 — 2000
MBA
BNY Mellon September 2007 - Present
GL Settle Inc. 2005 - 2007
OASIS Inc. 1999 - 2005
Objective Software Services, Inc. 1992 - 1999
Bank of America 1988 - 1992
Security Pacific Software Services Inc. 1988 - 1991
Systems Strategies Inc. 1977 - 1984
Skills
Software Project..., SQL, Requirements Analysis, SDLC, Business Analysis, IT Strategy, Agile Methodologies, Sybase, Unix, Enterprise Architecture, Market Data, Oracle, SOA, Trading Systems, Software Development, Vendor Management, Requirements Gathering, Quality Assurance, PMO, Visio, Agile Project Management, IT Management, Back Office, Business Requirements, PMP, Integration, SharePoint, User Acceptance Testing, Collateral Management, Project Portfolio..., Business Intelligence
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
MS, Computer Information Systems
Stony Brook University 1972 — 1976
BA, Economics / Math
Strategy&, part of the PwC network (formerly Booz & Company) July 2009 - Present
Defran Systems January 2007 - December 2008
BNY Mellon July 2006 - December 2006
Marshall & Stevens November 2004 - April 2006
KX Associates October 2002 - June 2003
Deloitte Consulting March 2001 - December 2001
Garpac Corp March 1999 - March 2001
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
Certificate, Marketing
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Computer Information Systems
BNY Mellon June 2015 - September 2015
National Securities Corporation January 2015 - May 2015
Aldea Restaurant February 2009 - September 2012
Skills
Analytical Skills, Work Ethic, Teamwork, team player, Fast-paced, Learning Quickly, Technical Analysis, Analytical Reasoning, English to Spanish, Bloomberg Terminal, Communication Skills, Problem Solving, Research, Mac, Microsoft Excel, Multi Tasking, adaptive, Restaurants, Fine Dining, Team Leadership, Bloomberg, PowerPoint, Economics, Microsoft Word, Public Speaking, Microsoft Office, Interpersonal Skills, results-oriented, performance, English Translation, Spanish Translation
Education
City University of New York-Baruch College 2012 — 2016
Bachelor of Business Administration (BBA), •Major Finance & Investments, Minor Economics, 3.6/4.0 Major GPA, Dean’s List
Colegio Apoquindo
BNY Mellon June 2015 - Present
BNY Mellon October 2014 - June 2015
Morgen Evan Advisory Services, Ltd. March 2014 - August 2014
Network Solution & Tax Consulting Inc January 2014 - March 2014
Michael Page February 2013 - July 2013
Photo Illusion LLC. June 2011 - February 2013
Skills
Microsoft Excel, Finance, PowerPoint, Research, Public Speaking, Bloomberg, Analysis, Leadership, Sourcing, Confidence Building, Resume Writing, Microsoft Word, Recruiting, ThomsonOne, DCF, Sales, VBA, Investments
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration, Finance & Investments
BNY Mellon June 2015 - Present
Morgan Stanley December 2011 - May 2015
Centerplate June 2010 - September 2011
Skills
Financial Analysis, Bloomberg, Finance, Asset Managment, General Administrative..., Client Service, Microsoft Excel, Microsoft Office, Wealth Management..., Alternative Investments, Series 7, Securities, ETFs, Equity Research, Series 63
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance, 3.5
BNY Mellon August 2015 - Present
Bloomberg LP August 2014 - December 2014
Geller & Company July 2013 - August 2014
KPMG June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Auditing, VAT Reconciliations, SAP BW, SAP, Bank Reconciliation, Bloomberg Terminal
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
BNY Mellon Markets Group January 2012 - Present
Erste Group Bank AG October 2008 - December 2011
Credit Suisse Bahamas May 2007 - October 2008
Credit Suisse May 2002 - May 2007
Commerzbank Capital Markets Corp. 1999 - 2002
BNY Mellon 1995 - 1999
Skills
Fixed Income, Interest Rate..., Derivatives, New Business Development, Structured Products, FX Options, Securities, Options, Risk Management, Collateral Management
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
MBA
Binghamton University
B.Sc.
BNY Mellon January 2008 - Present
BNY Mellon June 2005 - January 2008
BNY Mellon October 1998 - June 2005
Skills
International Equity, Equities, Financial Risk, Corporate Actions, Fixed Income, Securities, Capital Markets, Financial Markets, Derivatives, Investment Banking
Education
Emory University School of Law 1982 — 1984
Law
Barnard College 1977 — 1981
Bachelor of Arts (B.A.), Political science/Art History
Linklaters September 2013 - Present
Linklaters May 2012 - July 2012
UBS Investment Bank June 2011 - April 2012
BNY Mellon June 2007 - August 2007
Skills
Capital Markets, Private Equity, Corporate Finance, Mandarin, Due Diligence, Investment Management, Corporate Law
Education
Fordham University School of Law 2010 — 2013
J.D.
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
M.S., Operations Research
Bard College 2004 — 2008
B.A., Economics
Shenzhen Middle School
L'Oréal July 2013 - Present
BNY Mellon June 2008 - July 2013
Pershing LLC March 2004 - June 2008
KGM Consulting October 2002 - March 2004
Skills
Business Intelligence, Sales Support, Business Analysis, Data Modeling, Data Warehousing, SDLC, Customer Relations, VBA, Process Engineering, Visio, Analysis, Banking, Process Improvement, SQL, Requirements Analysis, Product Management, Access, Program Management, Systems Analysis, Excel, Business Objects, Databases, Software Project..., Cloud Computing, Requirements Gathering, Business Strategy, Business Process Design, Team Leadership, Data Analysis, Problem Solving, Enterprise Architecture, Integration, Crystal Reports, Product Development, Business Process..., Strategic Planning, Business Process, Financial Services
Education
Baruch - Zicklin School of Business 2006 — 2009
MBA, CIS/Finance
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
MBA, MIS
Rowan University 1999 — 2002
BS, MIS
High Technology High School 1993 — 1996
Inspirica 2012 - Present
Brookline Center 2007 - 2012
Marketing and Business Consultant 2000 - 2007
Fidelity Investments 1991 - 2000
BNY Mellon 1987 - 1991
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing
Boston University
BAS, Business Administration
BNY Mellon
Education
Baruch College, City University of New York (CUNY)
City University of New York-College of Staten Island
BNY Mellon September 2006 - Present
Jefferies February 2004 - September 2006
New York Mercantile Exchange April 2003 - February 2004
NewView Technologies July 2000 - March 2003
Skills
Trading Systems
Education
Barnard College 2003 — 2006
B.B.A, OPERATIONS MANAGEMEMT/PSYCHOLOGY
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company May 2013 - January 2015
New York Life Insurance Company January 2010 - May 2013
New York Life Insurance Company May 2008 - January 2010
BNY Mellon February 2008 - March 2008
Skills
Variable Annuities, Variable Life, Life Insurance, Customer Service, Fixed Annuities, Insurance, Investments, Retirement Planning, Wealth Accumulation, Sales, Social Networking, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
MBA, Management (Organizational Behavior) and Marketing
Hofstra University 2003 — 2007
BBA, Finance
BNY Mellon April 2015 - Present
Credit Suisse October 2014 - April 2015
Credit Suisse March 2013 - October 2014
UIOLI January 2013 - March 2013
UBS Investment Bank June 2012 - November 2012
UBS January 2011 - July 2012
Microsoft September 2007 - January 2011
Intel Coropration February 1997 - July 2007
In Other Words, Ltd. 2001 - 2006
Kibbutz Ein Hashofet 1996 - 1997
Skills
financial services, Wiki Development, Technical Writing, Marketing Communications, CEP, Product Training, User Training, Project Management, Social Media Marketing, Social Networking, Economics, Diversity, Web Content, Customer Engagement, Customer Retention, User Experience, Testing, Graphic Design, Product Design, Programming Languages, Big Data, Cloud Computing, Analytics, Networking, Technical Presentations, Presentation Design, Strategic Collaboration, New Business Development, Coordinate Meetings, Jive, Confluence, hebrew, Project Planning, Marketing Strategy, Business Development, Business Analysis, Liasoning, Information Architecture, Content Strategy, Manuals, Online Help, Software Documentation, Technical Documentation, Strategy, Management, Leadership, Software Development, Marketing, Writing, RoboHelp
Education
University of Wisconsin-Madison 1994 — 1995
M.A., Economics
Barnard College 1988 — 1992
BA, Political Economy
Nyack High School 1988 — 1992
Lycee Leon Blum 1987 — 1988
BAC - Francais, French Language and Literature
Jewish Theological Seminary (J.T.S.) 1984 — 1988
Judaics
BNY Mellon June 2015 - August 2015
MJB Asset Management LLC January 2014 - May 2014
Barnard College May 2013 - August 2013
The International Academy of Television Arts & Sciences February 2013 - May 2013
Citi July 2012 - July 2012
Skills
Research, Teamwork, Microsoft Excel, Financial Accounting, Team Leadership, PowerPoint, Social Media, Microsoft Word, Economics, French, Data Analysis
Education
Barnard College 2012 — 2016
Bachelor of Arts (BA), Economics and Mathematics, French (Concentration in Translation and Literature)
Concord Academy 2008 — 2012
High School Diploma, Graduated on Honor Roll
McGladrey October 2012 - Present
BNY Mellon January 2012 - September 2012
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Accounting, Tax, Financial Accounting, Tax Preparation, Corporate Tax, GAAP, General Ledger, Income Tax, Account Reconciliation, QuickBooks, Tax Returns, CPA
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2011
MSA, Accounting
Stonehill College 2007 — 2011
Bachelor of Arts, Mathematics
BNY Mellon December 2014 - Present
Equifax June 2012 - August 2012
Macy's November 2011 - February 2012
Skills
Business Intelligence, Great social skills, Entrepreneurship, Finance, Management, Public Speaking, Sales, Research, Team Leadership, Marketing, Highly Motivated, Microsoft Office, Leadership, Time Management, PowerPoint, Learning Quickly, Exceed Sales Goals, Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Point Park University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Baldwin-Wallace College 2010 — 2011
Berkeley Preparatory School February 2014 - Present
Bay Cities Bank July 2008 - January 2014
Teach for America September 2006 - May 2008
BNY Mellon 2000 - August 2005
Skills
Financial Analysis, Financial Reporting, Banking, Accounts Payable, Variance Analysis, Financial Accounting, Account Reconciliation, Financial Modeling, Financial Statements, Hyperion Enterprise, Monthly Close, Auditing, General Ledger, Tax Preparation
Education
Baruch College 2000 — 2003
Bachelors in Business Administration, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
BNY Mellon September 2015 - Present
Stroz Friedberg July 2015 - September 2015
Financial Buzz February 2015 - June 2015
Bank of America January 2014 - July 2014
Interview Magazine - Brant Publications, Inc. August 2013 - October 2013
ANN TAYLOR LOFT May 2010 - October 2013
Jamaica Hospital November 2008 - May 2009
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Up-selling, Customer Oriented, Customer Engagement, Relationship Management, Microsoft Access -..., Financial Econometrics, Financial Analysis, QuickBooks, International Finance, Time Management, Research, MS Excel Pivot Tables, Data Analysis, Business Analysis, Market Analysis, Trade Fund Management, Analysis, Leadership, Social Media, Teamwork
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Major:Finance & Investments; Minor: English
Queensborough Community College 2011 — 2013
Associate of Science (AS), Business Administration and Management, General
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - Present
SecondMarket August 2012 - May 2013
BNY Mellon November 2009 - August 2012
Wells Fargo Advisors July 2009 - October 2009
PricewaterhouseCoopers January 2009 - March 2009
Merrill Lynch November 2007 - December 2008
Baruch VITA February 2008 - April 2008
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Master of Science (M.S.), Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors of Business Adminstration, Accountancy
Boston Public Schools 2014 - 2015
BNY Mellon 2001 - 2013
KeyBanc Capital Markets - McDonald Investments 1998 - 2001
RBC Capital Markets 1996 - 1998
Cowen and Company 1992 - 1996
Skills
Teaching, Mathematics, Equities, Equity Research, Mutual Funds, Research, Hedge Funds, Management, Funding, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Coaching, Biotechnology Industry, Healthcare Industry, Pharmaceutical Industry, Medical Devices, Healthcare Reimbursement, Consumer Healthcare, Historic Preservation, Cycling, Skiing, Photography, Running, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 1983 — 1987
Bachelor of Arts (B.A.), Economics
The Hill School 1981 — 1983
High School
The International School of Geneva (Ecolint) 1978 — 1981
IBM August 2015 - Present
BNY Mellon June 2014 - August 2014
Ceviche Tapas Bar & Restaurant April 2012 - August 2012
David A. Straz, Jr. Center for the Performing Arts May 2011 - July 2012
Gimmemo Productions 2012 - 2012
Bank of America Student Leaders May 2011 - August 2011
Skills
Singer-songwriter, Chinese, Arts Administration, Organizational..., Piano, Singing, Nonprofits, Acting, Editing, Teaching, Event Planning, Fundraising, Music, Spanish, Customer Service
Education
Barnard College 2012 — 2015
Bachelor of Science (BS), Economics
Columbia University in the City of New York 2012 — 2015
University of California, Berkeley 2013 — 2013
Chinese Language and Literature, A
BNY Mellon 2014 - Present
Morgan Stanley 2013 - 2014
Citigroup 2009 - 2013
JPMorgan Chase 2006 - 2008
CIBC 2000 - 2006
Skills
Derivatives, Fixed Income, SDLC, Financial Risk, Business Intelligence, Finance, Portfolio Management, Valuation, Trading, Access, User Acceptance Testing, Financial Reporting, Credit, Investments, Program Management, Account Reconciliation, Credit Derivatives, Back Office
Education
Baruch College, City University of New York (CUNY)
B.B.A, Accounting
NYC Parks June 2011 - Present
Urban Skies Music December 2002 - 2015
CUNY Research Foundation - School of Professional Studies 2008 - 2010
New Jersey Network 2006 - 2010
Apollo Theater Foundation, Inc. July 2007 - May 2008
WGBH 2007 - 2008
BNY Mellon September 1998 - March 2002
Skills
Acting, Music, Voice Over, Theatre, Singing, Entertainment, Television, Public Speaking, Recording, Teaching, Voice Acting, Musical Theatre, Community Outreach, Multimedia, Spanish, Songwriting, Broadcast, Performing Arts, Music Theory, Film, Vocal Coaching, Teleprompter, Nonprofits, Drama, Film Production, Curriculum Development, Training, Curriculum Design, Leadership, Sight Reading, Storytelling, Arts Administration, Radio, Vocal Performance, University Teaching, Social Media, Editing
Education
City Center for the Performing Arts Teaching Program 2005 — 2005
Professional Certification in Performing Arts in Education, Dance/Music
City University of New York-Hunter College 2008 — 2010
M.A., Music Education
Binghamton University
B.A., Theater
CUNY Lehman College 2006 — 2008
Music, Music
City University of New York City College 2005 — 2006
Master's degree, Educational Psychology
City University of New York-Baruch College
Certification, Information Technology-Database Design, Data Security
Blue Water Advisors 2014 - Present
Joel Isaacson & Co., LLC 2011 - 2014
BNY Mellon 2006 - 2011
The Ayco Company, L.P. 2003 - 2006
Skills
Estate Planning, Investments, High Net Worth..., Retirement, Wealth Management, Wealth Management..., Wealth, Retirement Planning, Equities, Investment Management, Alternative Investments, Investment Strategies, Options, Insurance, Income Tax, Deferred Compensation, 401k, Financial Planning, Asset Allocation, Tax, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MS, Taxation
Union Graduate College 2002 — 2003
MBA, Finance
Union College 1998 — 2002
BS, Mathematics
EY February 2015 - Present
BNY Mellon July 2014 - January 2015
The Bank of New York Mellon January 2013 - January 2015
Deutsche Bank June 2012 - August 2012
TD Bank Group April 2011 - May 2012
TD Bank Group February 2010 - April 2011
TD Bank Group February 2008 - February 2010
Skills
Credit, Technical Analysis, FX Derivatives, Interest Rate..., Equity Derivatives, Analytical Skills, Banking, Portfolio Management, Consumer Lending, Bloomberg Terminal, Microsoft Office, Retail Banking, Critical Thinking, Loans, Deposits, Bilingual, Outstanding..., High Organizational..., Time Management, Multi Tasking, Close Attention to..., Customer Service, Financial Risk, Financial Analysis, Risk Management, Credit Analysis, FX Options, Financial Statement..., Microsoft Excel, Summit, Markitwire, Wall Street Systems, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, 3.4
JPMorgan Chase & Co. August 2015 - Present
BNY Mellon March 2011 - August 2015
The Bank of New York Mellon July 2008 - March 2011
ABN AMRO Bank N.V. March 2007 - July 2008
Ernst & Young 2004 - 2007
Skills
Risk Management, Auditing, Investment Banking, Portfolio Management, Cash Flow, Asset Management, Banking, Equities, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investments, Leadership, Management, Process Improvement, Swaps, Valuation
Education
BNY Mellon Leadership Development Program 2012 — 2013
Baldwin-Wallace College 2000 — 2004
BA, Business- Finance
EY June 2014 - Present
BNY Mellon November 2008 - June 2014
BNY Mellon March 2008 - November 2008
UNFCU April 2006 - March 2008
Skills
Corporate Tax, Tax Reporting, Tax, Financial Services, Global Custody, Accounting, Fund Accounting, Business Analysis, Financial Reporting, Hedge Funds
Education
Webster University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
City University of New York-Baruch College 2003 — 2007
Bachelor's Degree, Accounting and Internal Audit
Supremia International March 2015 - Present
BNY Mellon January 2015 - March 2015
Reliance Vitamin November 2009 - January 2015
BioVid Corporation May 2007 - March 2009
Nasary Enterprises Inc. August 2004 - May 2007
Longitude, Inc. August 2000 - August 2004
Whitman Breed Abbott & Morgan LLC September 1999 - August 2000
Willkie Farr & Gallagher LLP October 1991 - September 1999
Cesarano & khan cpas pc February 1992 - August 1994
ITOCHU Corporation August 1986 - October 1991
Skills
Financial Reporting, Management Accounting, Financial Statements, Budgets, Forecasting, Cash Flow, Cash Management, Financial Analysis, General Ledger, Revenue Recognition, Variance Analysis, Managerial Finance, GAAP, Cost Accounting, Accounting, CPA, Finance, Account Reconciliation, Financial Accounting, Accounts Payable, Auditing, Internal Controls, US GAAP, QuickBooks, Tax Returns, Fixed Assets, Sarbanes-Oxley Act, Sales Tax, Tax, Corporate Tax, Payroll, Due Diligence, Accounts Receivable, Cash Flow Forecasting, Accruals, Consolidation
Education
City University of New York-Baruch College 1983 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Laguardia Community College 1977 — 1980
Associate of Arts and Sciences (A.A.S.), Accounting
Bishop Loughlin Memorial High School 1973 — 1977
Academic Diploma
ComiXology, an Amazon.com, Inc. subsidiary. May 2013 - July 2015
Randstad Technologies US August 2011 - March 2013
Bottomless Closet January 2011 - September 2011
BNY Mellon July 1999 - October 2010
IBJ Whitehall Bank & Trust Company July 1995 - July 1999
Skills
Employee Management, Team Leadership, Philanthropy, Staff Training, Training & Development, Microsoft Office, Presentation Skills, Performance Management, Goal Development, Compliance Management, Policy Writing, Client Relationship..., Business Relationship..., Client Services, Contract Negotiation, Conducting Interviews, Hiring Staff, Technical Recruiting, Recruitment/Retention, Sales Recruitment, Talent Assessment, Social Networking, Creative Problem Solving, Resume Writing, Account Management, Talent Management, Recruiting, Employee Relations, Financial Services, Employee Training, CRM, Applicant Tracking..., Process Improvement, Management, Human Resources, Contract Recruitment, Talent Acquisition, Leadership, Internet Recruiting, Interviews, Onboarding, Coaching, College Recruiting, Temporary Placement, Executive Search, Sourcing, Benefits Negotiation, Screening Resumes, Permanent Placement, Staffing Services
Education
City University of New York-Baruch College 2011 — 2012
Human Resources Certification - CAPS Program, Human Resources
City University of New York-Baruch College - Zicklin School of Business 1995 — 2001
BBA, Major: Finance / Minor: Pyschology, Philosophy, Management
Greater New York American Institute of Banking
Corporate Trust
Fashion Institute of Technology 1993 — 1994
Illustration
Shelby Consulting 2010 - Present
JPMorgan Chase 2008 - 2010
BNY Mellon 2005 - 2007
Skills
Interpersonal Skill, Open Minded, Social Skills
Education
New York University, Stern School of Business 2001 — 2005
Master's degree, Business/Managerial Economics
Baruch College 1999 — 2001
Bachelor's degree, General Studies
Hudson Valley Bank January 2012 - June 2015
Capital One September 2007 - December 2011
JPMorgan Chase 2002 - 2007
BNY Mellon 1982 - 2003
Skills
Cash Management, Construction Loans, Treasury Management, Credit Risk, Portfolio Management, Branch Management, Consumer Lending, Risk Management, Financial Analysis, AML, Finance, Private Banking, Investments, Branch Banking, Mortgage Banking, Relationship Management, Financial Services, Budgets, Management, Deposits, Customer Acquisition, Credit Cards, Payments, Bonds, Fixed Income, Mutual Funds, Merchant Services, Wealth Management, Operational Risk, Core Banking, Residential Mortgages, Business Relationship..., Securities, Series 63, Series 7
Education
Baruch College 1982 — 1987
Bachelor of Business Administration (BBA), Statistics
HSBC Securities May 2010 - Present
BNY Mellon October 2007 - April 2010
Skills
Accounting, Banking, Bloomberg, Client Services, Corporate Actions, Financial Risk, Financial Services, Prime Brokerage, Portfolio Management, Research
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Federal Reserve Bank of New York December 2014 - Present
BNY Mellon June 2013 - November 2014
Federal Reserve Bank of New York August 2011 - October 2012
Starpoint Solutions December 2009 - August 2011
Michael Williams Inc. August 2006 - December 2009
Network Integration Services, Inc. January 1997 - July 2002
Design Strategy Corporation January 1994 - December 1996
Skills
Applicant Tracking..., Technical Recruiting, Internet Recruiting, Talent Acquisition, Onboarding, Sourcing, Recruiting, Contract Recruitment, Talent Management, Temporary Placement, Interviews, Screening, Personnel Management, Vendor Management, Employee Benefits, Taleo, Training, SDLC, PeopleSoft, CRM
Education
City University of New York-Baruch College 1989 — 1993
BBA, Industrial Psychology
BNY Mellon August 2012 - Present
BNY Mellon September 2011 - August 2012
Legg Mason Global Asset Management January 2011 - September 2011
Fordham University January 2010 - December 2010
KPMG April 2006 - August 2009
KPMG October 2004 - August 2009
KPMG October 2001 - September 2004
KPMG October 1998 - September 2001
KPMG October 1996 - September 1998
KPMG October 1993 - September 1996
Skills
Financial Analysis, Accounting, Auditing, Private Equity, Financial Modeling, Valuation, Mergers, Management Consulting, Internal Controls, Mutual Funds, Risk Management
Education
Columbia University - Columbia Business School 1987 — 1990
MBA, Accounting/International Finance
Trinity University 1980 — 1982
MS, Applied Solar Energy
Barnard College 1973 — 1977
AB, Geology
BNY Mellon November 2013 - Present
Alliance for the Arts 2009 - September 2011
Lehman Brothers 2001 - 2008
Lehman Brothers 1996 - 2001
Lehman Brothers 1991 - 1996
Skills
Enterprise Architecture, Sybase, Solution Architecture, Java Enterprise Edition, Oracle, Electronic Trading, SDLC, SOA, Databases, Cloud Computing, Space based..., Unix, IT Strategy, Java, Architecture, Data Warehousing, Agile Methodologies, Software Development, Requirements Analysis, Software Project..., Solaris, Architectures, Perl, Data Modeling, DB2
Education
Bangalore University
MS, Physics
National College, Bangalore
St. Joseph's College, Bangalore, BS (Hons)
BNY Mellon February 2007 - December 2010
Barclays Capital September 2005 - September 2006
Morgan Stanley December 2004 - September 2005
Bank of America 2000 - 2004
DATEK ONLINE BROKERAGE CORPORATION September 1999 - October 2000
Skills
Securities, Bonds, Corporate Actions, Accounting, Accounting, Bonds,..., Investments, Mutual Funds, Credit, Financial Services, Equities, Bloomberg, Fixed Income, Options, Derivatives
Education
Brooklyn College 2013 — 2014
Master's Degree, Business Administration with concentration in Accounting, 3.75
Brooklyn College 2011 — 2012
B.S., Accounting, 3.4
Baruch College 1996 — 1999
B.A., Finance and Investments
Self-employed 2009 - Present
Gerson Lehrman Group 2008 - 2009
Citi 2005 - 2008
Citi 2004 - 2005
BNY Mellon 2000 - 2004
Prudential Securities, Inc 1998 - 2000
Club Med 1990 - 1996
Skills
GAAP, Auditing, Hyperion Enterprise, Financial Reporting, Financial Analysis, Financial Statements, PeopleSoft, Accounting, Accounts Payable, Fixed Assets, Finance, Tax, QuickBooks, Analysis, Internal Controls, Account Reconciliation, US GAAP, Cost Accounting, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Accruals, Cash Management, SEC filings, Corporate Finance, IFRS, Strategic Financial..., Payroll, Financial Modeling, Forecasting, SEC Filings, Financial Planning, Hyperion, Microsoft Excel, Microsoft Office, Budgets, Internal Audit, Accounts Receivable, Microsoft Word, Variance Analysis
Education
Long Island University, Brooklyn Campus 2001 — 2005
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.54
Baruch College 1991 — 1997
Bachelor of Business Administration (BBA), Accounting
Beacon Health Options January 2015 - Present
Beacon Health Strategies December 2011 - December 2014
APS Healthcare June 2008 - November 2011
Face Creations, Inc. 2003 - 2008
IBM May 2000 - September 2003
Morgan Stanley 1998 - 2000
BNY Mellon October 1995 - April 1998
Citi March 1990 - October 1995
Skills
Marketing Communications, Corporate Communications, Sales Coordination, Proposal Preparation, Writing, Salesforce.com, Microsoft Office, Office Administration, Production, Video Production, Special Events, Content Management, Editing, Internal Communications, Proposal Writing, Management, Healthcare, Business Development, Press Releases, Strategic Planning, Project Management, Integrated Marketing, Public Relations, Budgets, Sales, Newsletters, Marketing Strategy, Leadership, Lead Generation, CRM, Cross-functional Team...
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Marketing
BNY Mellon July 2013 - Present
Citi Private Bank January 2013 - June 2013
National Hockey League October 2011 - December 2012
Loews Corporation May 2008 - October 2011
Skills
Distributed Systems, Distributed Caching, Application Architecture, Spring, Messaging, Microsoft SQL Server, JAVA/J2EE, REST, MS SQL Server, Web Application..., SQL, Hibernate, SOAP, AOP, VB.NET, JSP
Education
Baruch College, City University of New York (CUNY)
MBA, Finance & Computer Information System
Queens College 2000 — 2004
Bachelor of Science, Computer Science
BNY Mellon September 2013 - Present
BNY Mellon October 2012 - September 2013
AllianceBernstein September 2010 - May 2012
ISI Group February 2009 - February 2010
UBS Investment Bank July 2006 - October 2008
CitationShares May 2004 - August 2004
Skills
Fixed Income, Microsoft Excel, Analysis, Settlement, Middle Office, Collateral Management, Account Reconciliation, Options, Back Office, PowerPoint, Equities, Securities, Key Performance..., Microsoft Word, User Acceptance Testing, Repo, Investment Banking, Swaps, Bonds, Emerging Markets, Asset Allocation, Bloomberg, Financial Services
Education
Baruch College, City University of New York (CUNY)
Master of Science, Finance
Eastern Connecticut State University
Bachelor of Science, Business Administration
American Express June 2015 - Present
Discover Financial Services December 2013 - June 2015
CVS Caremark Corporation July 2013 - December 2013
BNY Mellon January 2012 - June 2013
Infosys Technologies Ltd September 2006 - January 2012
Infosys Technologies Ltd September 2006 - November 2010
Syntel June 2005 - September 2006
Oracle September 2003 - May 2005
Tavant Technologies March 2003 - September 2003
IBM February 2000 - February 2003
Skills
Web Services, Spring, Apache Hadoop, Enterprise Architecture, EJB, Visual Paradigm,..., Servlets, UML, Weblogic, Portal Development, ESB, Databases, jQuery, Solution Architecture, HTML5, Java, Design Patterns, REST, JavaScript, Integration, JMS, Core Java, Maven, Enterprise Software, Architecture, SOAP, SQL, Grails, J2EE Application..., WebSphere Application..., Redhat Linux, Spring Batch framework, Enterprise Integration..., Java/JEE Design patterns, Struts, JPA, Enterprise Search, ElasticSearch, Hibernate, HtmlUnit, Cloud Computing, MapReduce, Apache Pig, Hive, Flume, Rackspace Cloud, Java Enterprise Edition, Cassandra, Spring Framework, Hadoop
Education
C-DAC ACTS Pune 1999 — 2000
Post Graduate Diploma in Advanced Computing(Information Technology), Information Technology
Government Engineering College Bhopal, India 1995 — 1999
Bachelor of Engineering, Computer Science & Engineering, 71%
Demonstration School Bhopal 1982 — 1994
School, Std. 12th, 75%
Gen II Fund Services, LLC July 2015 - Present
Mitsubishi UFJ Securities May 2014 - January 2015
Mutino & Chan CPA LLP November 2013 - May 2014
Byrne Poh LLP May 2012 - January 2013
BNY Mellon July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, PowerPoint, Account Reconciliation, Accounting, Bookkeeping, Timeslips, Accounts Receivable, Accounts Payable, Oracle Financials
Education
Baruch College 2011 — 2015
Bachelor's Degree, Accounting, 3.6
BNY Mellon December 2014 - Present
Nomura August 2013 - December 2014
IntercontinentalExchange, Inc.(formerly NYBOT) 1996 - 2013
Merrill Lynch 1992 - 1996
Chase Manhattan Bank 1990 - 1992
Tata Consultancy Services (TCS) 1986 - 1990
NIIT Limited 1985 - 1986
Skills
Informatica, JavaScript, HTML, ETL, Java, Project Management, Business Objects Data..., Netezza, Data Warehousing, Oracle, TANDEM, SQL, Software Development, Derivatives, Database Design, FIXML, COBOL, Disaster Recovery, Databases, Business Analysis, Troubleshooting, MS Project, Java Enterprise Edition, Software Documentation, ERP, UML, Requirements Analysis, Unix, Microsoft SQL Server, Quality Assurance, Requirements Gathering, Software Project..., Business Intelligence, SOA, DB2, Microsoft Project
Education
Pace University - Lubin School of Business
MBA, Dual Major:Finance & Information Systems
Bangalore University
BE, ELECTRONICS ENGINEERING
New York University
Certificate in Business Project Management
BNY Mellon 2012 - Present
PMI NYC Chapter 2007 - Present
Jefferies & Company 2009 - 2012
Credit Suisse 2007 - 2009
Anchor Loans 2006 - 2007
Deutsche Bank/Bankers Trust 1998 - 2006
Price Waterhouse February 1996 - July 1998
Moody's Investors Services 1992 - 1996
Skills
PMP, Process Improvement, Re-engineering, Investment Banking, PMO, Business Process..., Process Engineering, SDLC, Six Sigma, Project Portfolio..., Operational Excellence, Change Management, Business Process Design, Requirements Gathering, Program Management, Business Process, Capital Markets, Project Planning, Visio, Global Markets, Fixed Income, FX, Dodd-Frank, EMIR, Regulatory Reform, Equities, Project Management, IT Strategy, Vendor Management, Integration, Management, SharePoint, Leadership, Business Intelligence, Project Delivery, Business Analysis, CRM, Analysis, Outsourcing, Agile Methodologies, Enterprise Software, Software Documentation, Governance, Financial Services, Risk Management, Software Project..., Resource Management, Agile Project Management, Strategy, Consulting
Education
Baruch College, City University of New York (CUNY)
MBA, Management Information Systems
Bronx Science
HS, Math & Science
University of California, Berkeley
BA, English Literature
BNY Mellon September 2013 - Present
Siemens May 2012 - June 2013
Citigroup May 2005 - May 2012
Mitchell & Titus January 2005 - May 2005
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Financial Modeling, Internal Controls, Financial Statements, General Ledger, Corporate Finance, Fund Accounting, Finance, Hedge Funds, Fixed Income, Accounts Receivable, Bloomberg, Microsoft Excel, Due Diligence, Investments, Banking, Capital Markets, Equities, Auditing, US GAAP, Tax, GAAP, Cash Flow, Internal Audit, IFRS
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Public Accounting, Finance & Investments
City University of New York-College of Staten Island 2003 — 2005
AAS, Accountancy
Independent Consultant June 2014 - Present
Toastmasters International July 2014 - June 2015
BNY Mellon June 2013 - June 2014
BNP Paribas October 2011 - April 2013
Credit Suisse April 2011 - September 2011
Barclays Capital February 2009 - April 2011
JP Morgan May 2003 - August 2007
JP Morgan March 1997 - May 2003
NYC Department for the Aging August 1989 - March 1997
Skills
Business Analysis, Project Management, Program Management, Financial Risk, Credit Risk, Enterprise Software, Collateral Management, SDLC, Client Clearing, Collateral Management IT, Collateral Operations, OTC Derivatives, Dodd-Frank OTC..., Credit Risk Solutions, Business Strategy, Senior Stakeholder..., Stakeholder Engagement, Cross-functional Team..., Business Transformation, Management Consulting, IT Capital Planning
Education
Fordham University 2014 — 2014
Certificate, Executive Education Training Program for NonProfit Leaders, Non-Profit/Public/Organizational Management
Baruch College, City University of New York (CUNY)
MPA, Public Administration / Public Policy
City University of New York-York College
BS, Management Information Systems
BNY Mellon June 2011 - Present
Resources Global Professionals October 2009 - June 2011
Urish Popeck & Co./BDO April 2006 - September 2009
BDO USA, LLP April 2004 - April 2006
Deloitte & Touche LLP 2000 - 2004
PricewaterhouseCoopers 1996 - 2000
National City Bank 1988 - 1996
Skills
Auditing, Information Security, Integration, Risk Management, IT Audit, Governance, Project Management, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Management, Financial Modeling, Business Process, Enterprise Risk..., Financial Services, SAS70, Business Strategy, Financial Reporting, Process Improvement, Finance, Network Security, Data Center
Education
Baldwin Wallace University 1996 — 1997
MBA, Management
Cleveland State University 1983 — 1987
BSCIS, Computer Science and Accounting
Brooklyn High School 1979 — 1982
Diploma, College Prep
BNY Mellon February 1997 - January 2015
Pershing 1995 - 1997
Various 1980 - 1995
Cornell Computer Corporation 1980 - 1986
Skills
Software Project..., Risk Management, Application Development, Certified Scrum Master..., Systems Analysis, Mainframe, MVS, Databases, Unix, VSAM, JCL, TSO, SQL, SDLC, CICS, XML, DB2, COBOL, Visio, Banking, Data Modeling, Project Management, Requirements Analysis, PMO, Data Warehousing, Disaster Recovery, Requirements Gathering, Business Requirements, PMP, Business Analysis, IT Strategy, SOA, IT Management, Project Portfolio..., Software Development
Education
City University of New York-Baruch College 1970 — 1974
BBA, Data Processing, Magna Cum Laude
Hold Brothers Capital, LLC 2015 - Present
BNY Mellon 2010 - 2014
JP Morgan Chase 2007 - 2010
Hold Brothers On-line Investment Services, LLC 2003 - 2007
Worldco 2000 - 2003
Orca Securities 1997 - 2000
Skills
Equities, Trading, Credit, Bloomberg Terminal, Portfolio Management, Accounting, Pricing, Derivatives, Financial Modeling, Investments, Risk Management, Financial Analysis, Bonds, Loans, Analysis, Leadership, Banking, Financial Markets, Bloomberg, Series 7, Structured Products, Options, Commodity, Finance, Financial Risk, Equity Derivatives, Research, Financial Services, Investment Banking, FX Options, Financial Reporting, Trading Systems, Fixed Income, Securities, Credit Analysis, Asset Management, Mutual Funds, Corporate Finance, Due Diligence, Hedge Funds, Capital Markets, Microsoft Excel, Credit Derivatives, Middle Office, Valuation, Electronic Trading, Business Analysis, Emerging Markets, Alternative Investments, Equity Trading
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2013
Master of Business Administration (MBA), Finance, Investments
Humedica July 2014 - Present
EMC September 2011 - July 2014
Fidelity Investments November 2006 - December 2010
BNY Mellon 1997 - 1999
Skills
Oracle PL/SQL..., Microsoft SQL Server, Access, Databases, COBOL, DB2, Analysis, Testing, Data Analysis, SQL, SAS, Project Management, Microsoft Excel, VBA, TSO, CICS, VSAM, Access Lists, SDLC, Endeavor, Excel, SQL Server, ACL, Endevor, Requirements Analysis
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Science
Yeshiva University
B.A, Philosophy
BNY Mellon July 2011 - April 2015
BNY Mellon June 2009 - June 2011
BNY Mellon August 2006 - June 2009
Mellon Financial Corporation November 2001 - July 2006
Putnam Investments August 1996 - April 2001
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Equities, Hedge Funds, Capital Markets, Asset Management, Bloomberg, Mutual Funds, Derivatives, Risk Management, Alternative Investments, Banking, Investments, Portfolio Management, Investment Banking, Operational Risk, Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration, Summa cum Laude distinction
Boston College 1983 — 1987
BS, Finance, Cum Laude distinction
Xavier High School 1979 — 1983
High School
BNY Mellon April 2007 - Present
Tremont Capital Management September 2004 - March 2007
Cavalry Portfolio SPV, LLC April 2003 - April 2004
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
Bachelor of Business Administration, Economics
BNY Mellon March 2006 - Present
JPMorgan February 1999 - February 2006
Prudential Financial 1998 - 1999
CIStems Software Ltd. January 1990 - January 1998
Skills
Oracle Applications, Oracle SQL, Data Quality, SDLC, Financial Services, Fixed Income, Unix Shell Scripting, Oracle, Requirements Gathering, Business Intelligence, Data Warehousing, Business Analysis, Software Project..., Enterprise Architecture, Weblogic, SOA, Data Architecture, Information Architecture, Teradata, Agile Methodologies, Data Modeling, PL/SQL, Requirements Analysis
Education
Banasthali Vidyapith 1989 — 1992
Master of Computer Applications (M.C.A.)
Aviation Consulting & Management, Inc. August 2000 - Present
UniCapital Corporation March 1998 - July 2000
BNY Mellon March 1991 - March 1998
Citicorp North America January 1982 - December 1990
Security Pacific International Leasing, Europe, Inc. September 1974 - December 1977
Security Pacific National Bank January 1973 - September 1974
Security Pacific National Bank April 1971 - January 1973
Skills
Aircraft Leasing, Due Diligence, Management Consulting, Risk Management, Financial Analysis, Executive Management, Team Building, Credit, Corporate Finance, Finance, Restructuring, Credit Risk, Banking, Mergers & Acquisitions, Portfolio Management, Management, Financial Risk, Financial Modeling, Asset Management, Business Planning, Capital Markets, Commercial Lending, Financial Services, Financial Structuring, Investment Banking, Investments, Loans, Private Equity, Strategy, Valuation
Education
Baruch College, City University of New York (CUNY) 1956 — 1965
BBA, MBA, Finance & Investments
Travelers July 2012 - Present
SEI September 2006 - June 2012
SEI October 2004 - August 2006
Apple March 2004 - September 2004
Tower Insurance July 2001 - February 2004
BNY Mellon March 2001 - June 2001
Skills
Informatica, PL/SQL, SDLC, Unix Shell Scripting, Data Modeling, ETL, Requirements Analysis, Data Warehousing, DB2, Oracle, Data Integration, SQL, Enterprise Architecture, SOA, Solution Architecture, Data Governance, Requirements Gathering, Business Objects, Databases
Education
Bangalore University 1996 — 2000
Bachelor of Engineering (BE)
BNY Mellon January 2012 - Present
Navigant April 2011 - October 2012
Babson Capital Management June 2009 - April 2011
BlackRock Financial Management November 2006 - June 2009
Education
College of the Holy Cross 1997 — 2001
BA, Political Science
Babson College - Franklin W. Olin Graduate School of Business
BNY Mellon March 2011 - Present
Bank of New York Mellon March 2003 - January 2009
Deutsche Bank August 2000 - March 2003
Deutsche Asset Management/ Formerly Bankers Trust 2000 - 2003
METLIFE, Jersey City, NJ 1999 - 2000
Bankers Trust 1985 - 2000
Skills
Investments, Accounting, Analysis, Cash Management, Management, Financial Services, Employee Benefits, Securities, Fixed Income, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Bookkeeping-Accounting
Right Management 2009 — 2010
New York City Technical College 1973 — 1977
Associated, Accounting
St. Joseph High School 1969 — 1973
Ally Financial Inc. September 2011 - Present
BNY Mellon April 2010 - April 2012
Chrysler Financial April 2003 - September 2009
Chrysler Financial 2002 - 2003
Chrysler Financial 2000 - 2002
Chrysler Financial 1999 - 2000
Chrysler Financial 1996 - 1999
Education
Baker College Business and Corporate Services
MBA, General Studies
Davis and Elkins College
BS, Marketing/Management
BNY Mellon July 2010 - Present
PNCGIS August 2005 - June 2010
Collaborative Consulting March 2004 - August 2005
Blue Cross Blue Shield March 2004 - August 2005
Ciber May 2003 - 2004
Webject systems October 2000 - April 2003
GE December 2001 - April 2002
WebCT November 2000 - October 2001
Education
Pace University 2011 — 2015
Master's degree, Computer Software Engineering
Bangalore University 1994 — 1999
B.S, Computer Science & Engineering
EmblemHealth 2005 - Present
Freelance; Self-employed March 1990 - March 2004
BNY Mellon February 1987 - February 1990
KPMG February 1982 - January 1987
Internal Revenue Service September 1981 - February 1982
Skills
Tax, Financial Reporting, Accounting, Tax Advisory, Sarbanes-Oxley Act, SEC filings, GAAP
Education
Baruch College, City University of New York (CUNY)
Taxation -Graduate Studies
Rutgers, The State University of New Jersey-New Brunswick
BA, Business/Accounting
BNY Mellon July 2009 - Present
The Bank of New York Mellon July 2009 - December 2009
Grant Thornton LLP February 1994 - June 2009
Coopers & Lybrand 1988 - 1990
Skills
Fixed Income, Fund Accounting, Fund Of Funds, Operational Risk..., Due Diligence, Operational Risk, Capital Markets, Derivatives, Sarbanes-Oxley Act, Private Equity, Investment Banking, Equities, Enterprise Risk..., Financial Reporting, Financial Analysis, Valuation, Financial Modeling, Asset Managment, Cash Management, Internal Controls, Investments, Auditing, Asset Management, Financial Statements, GAAP, Financial Accounting, Mutual Funds, Financial Audits, Governance, External Audit, CPA, Account Reconciliation, Consolidation, Assurance, Corporate Governance, Financial Services, Finance, Management, Securities, US GAAP, Alternative Investments, Hedge Funds, Accounting, Risk Management, Internal Audit, SEC Filings
Education
St. Francis College 1984 — 1988
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Baruch College
New York University
Self-employed writer/author August 2012 - Present
Lender's Services Inc 2013 - 2013
BNY Mellon November 2012 - December 2012
Wells Fargo Home Mortgage November 2009 - June 2011
Skills
Customer Service, Data Entry, Fax, Telephone Skills, Office Management, LPS, Mortgage Servicing, Loan Documents, Computers, Microsoft Office, Copying, Multi Tasking, Office Administration, Filing, Clerical Skills, Loan Servicing, Youth Mentoring, Published Author, Creative Writing, Poetry, Choreogapher, Dance Instructor, Jazz Dance, Kickboxing, Zumba, Hip-Hop Dance, Hip-Hop Aerobics, Songwriting, Lyricist
Education
Baker College of Flint 1996 — 1998
Associate's degree, Office Administration
Minneapolis Community and Technical College 1985 — 1986
Music/Business
Columbia College Chicago
Dance/Theater/Music
Joel Hall Dancers & Center Chicago
Dance/Theater
BNY Mellon July 2014 - Present
Bank of New York Mellon July 2008 - June 2014
Robeco 2005 - June 2008
Skills
Equities, Fund Administration, Fund Accounting, Hedge Funds, Fixed Income, Bloomberg, Fund Of Funds, Securities, Alternative Investments, Bloomberg Terminal, Corporate Actions, Mutual Funds, Asset Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Entrepreneurship and Small Business Management
BNY Mellon September 2013 - Present
JPMorgan Chase November 2011 - April 2013
Alan Ross & Associates July 2010 - November 2011
Barcel Group January 2010 - January 2011
Gold Caviar Seafood Inc July 2006 - September 2009
EMI Music September 2008 - December 2008
Skills
Social Media, Social Media Marketing, Facebook, Customer Service, Empathy, Microsoft Excel, Microsoft Word, Microsoft Office, Quality Control, Data Entry, Management, Copywriting, Real Estate, Event Management, Marketing, New Business Development, Market Research, Sales, Proofreading, Marketing Strategy, Research, Quality Assurance, Outlook, Negotiation, Leadership, PowerPoint, Editing, Publicity, Advertising, Time Management, Public Relations, Software Documentation, Public Speaking, Marketing Communications, Strategic Planning
Education
Baruch College 2005 — 2009
B.A., Corporate Communications
BNY Mellon August 1999 - Present
Skills
Fixed Income, Securities, Equities, Fund Accounting, Fund Administration
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
BNY Mellon June 2013 - Present
Synova April 2006 - May 2013
General Motors April 2004 - April 2006
Skills
COBOL, DB2, SDLC, SAS, SQL, Visio, Business Analysis, JCL, Analysis, Data Analysis, Access, Systems Analysis, Requirements Analysis, Requirements Gathering, Process Improvement, Mainframe, CICS, Data Warehousing
Education
Banaras Hindu University 1969 — 1973
Chemical Engineering
Bhavans college, Ahmedabad, India 1968 — 1969
Undergraduate, Physics
Morgan Stanley Wealth Management May 2013 - Present
Pan Am Equities May 2008 - October 2012
Goldman Sachs January 2004 - April 2008
Deutsche Bank Securities 2001 - 2004
BNY Mellon 1999 - 2001
Skills
Asset Managment, Equities, Investments, Financial Analysis, Financial Modeling, Financial Services, Portfolio Management, Risk Management, Securities, Capital Markets, Banking, Corporate Finance, Investor Relations, Wealth Management, Microsoft Excel, Microsoft Office, Internet, Bloomberg Terminal, Morningstar, Reuters, Operations Management, Timely Decision Making, Communication, Computer Proficiency, Computer Hardware, Credit, Asset Management, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Finance, CIS
KPMG US October 2014 - Present
BNY Mellon May 2007 - October 2014
Alloy Media + Marketing January 2007 - May 2007
Skills
Fixed Income, Securities, Taxation, Partnership Taxation, International Tax, Microsoft Excel, CCH Intelliconnect, Thomson Reuters..., VBA, Unix, Python, Applied Mathematics, Quantitative Analytics, Quantitative Models, Research, Due Diligence, Capital Markets, Bloomberg Terminal, Derivatives, MBS, Securitization, Tax, Structured Finance
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
Master of Science, Taxation
City University of New York-Queens College 2002 — 2006
B.A., Applied Mathematics and Economics
BNY Mellon September 2011 - Present
Cohen Milstein Sellers & Toll PLLC October 2007 - November 2010
Labaton Sucharow LLP June 2003 - October 2007
US Trust January 1992 - October 2002
Skills
Securities, Financial Modeling, Capital Markets, Equity Research, Hedge Funds, Analysis, Equities, Financial Risk, Options, Mutual Funds, Investments, Alternative Investments, Asset Management, Bloomberg Terminal, Private Equity, Bloomberg, Fixed Income, Asset Allocation, Derivatives, Valuation, Investment Management, Portfolio Management, Investment Strategies, Equity Valuation, Public Speaking, Economics, Market Research, Bonds, Metrics Reporting, Dashboard Metrics, Program Management, Predictive Analytics, Analytics, Data Analysis, Financial Analysis, Reputational Risk, Class Actions
Education
Baruch College 1992 — 1996
MBA, Finance & Investments
Baruch College 1988 — 1992
BBA, Finance & Investments
Xavier High School, New York, NY 1984 — 1988
St. Bartholomew's School
Visiting Nurse Service of New York June 2013 - July 2014
Visiting Nurse Service of New York March 2013 - May 2013
Chinese Community Accountable Care Organization March 2012 - February 2013
BNY Mellon 2006 - 2011
BNY Mellon 2003 - 2006
State Street 2001 - 2003
State Street 1999 - 2001
BNY Mellon (Formerly The Bank of New York) 1998 - 1999
ChaseMellon Shareholder Services 1996 - 1998
Bank of Tokyo-Mitsubishi UFJ 1995 - 1996
Skills
Financial Services, Finance
Education
City University of New York-Hunter College 2012 — 2013
Certificate, Medical Coding and Billing
Baruch College, City University of New York (CUNY)
Bachelor's Degree, B.A. Business Administrative in Accounting
Bank of America October 2010 - Present
BNY Mellon February 1985 - January 2009
Education
City University of New York-Baruch College 1983 — 1987
Business Administration and Management, General
BNY Mellon June 2015 - Present
BNY Mellon September 2014 - June 2015
BNY Mellon October 2013 - September 2014
Kmart Corporation November 2012 - September 2013
Wells Fargo Bank September 2011 - November 2012
Skills
Financial Analysis, Teamwork, Microsoft Office, Marketing, Customer Service, PowerPoint, Retail, Time Management, Management, Accounting, Analysis, Team Leadership, Finance, Microsoft Excel, Outlook, Program Management
Education
Shippensburg University of Pennsylvania 2012 — 2014
MBA, Business Administration
Barry University 2006 — 2010
Bachelor's degree, Finance
Colgate Palmolive November 2011 - Present
Morgan Stanley December 2001 - June 2009
Morgan Stanley Trust December 2001 - June 2009
BNY Mellon October 1999 - November 2001
AmeriChoice April 1996 - October 1999
Skills
Management, Training, Process Improvement, Microsoft Office, PowerPoint, Interviews, Financial Services, Customer Service, Call Center, Employee Benefits, Microsoft Excel, Mutual Funds, Time Management, Business Analysis, Microsoft Word, Spanish, Human Resources, Analysis, Coaching, Banking
Education
Barnard College
Bachelor's Degree, Spanish and Latin American Cultures
Milton Academy
High School/Secondary Diploma Programs
BNY Mellon August 2011 - Present
Gerry Weber Management & Event OHG June 2008 - August 2010
Education
Bachelor of Science, Business Finance ConcentrationSince
Brown Brothers Harriman 2001 - Present
Credit Suisse 1986 - 2001
Waldenbooks 1985 - 1986
BNY Mellon 1982 - 1985
City of New York 1981 - 1983
Education
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Mathematics and Computer Science
Deloitte July 2014 - Present
BNY Mellon Clearing September 2009 - June 2014
BNY Mellon January 2005 - September 2009
BNY Mellon March 2001 - January 2005
JPMorgan Chase October 1998 - January 2001
Barra March 1998 - September 1998
Bear Stearns April 1994 - March 1998
Coopers & Lybrand Consulting August 1993 - March 1994
Merrill Lynch June 1992 - September 1992
Thermo Electric Company January 1987 - January 1991
Skills
Series 3, Series 7, Series 30, Series 63, Derivatives, Capital Markets, Cross-functional Team..., Management, Strategy, Equities, Trading, Fixed Income, Portfolio Management, Hedge Funds, Financial Services, Mergers & Acquisitions, Investments, Finance, Analysis, Private Equity, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
The University of Texas at El Paso 1985 — 1988
Master of Science (MS), Engineering
Bangalore University 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
BNY Mellon March 2015 - Present
Borderfree August 2014 - December 2014
Safavieh Home Furnishings November 2013 - May 2014
Brown Brothers Harriman March 2013 - June 2013
Firstrade Securities, Inc. April 2011 - March 2013
Skills
Bloomberg, Financial Analysis, Accounting, Auditing, Oracle, Matlab, Mathematics, Teamwork, Leadership, Analysis, Management, Time Management, Banking
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
BNY Mellon
Skills
PowerPoint, Research, Project Management, Microsoft Word, English, Microsoft Excel, Outlook, Windows, Microsoft Office, Public Speaking, Budgets
Education
Barnard College
Bachelor of Arts (BA), Mathematics
Northwestern University
Master of Arts (MA), Economics
CIBC August 2014 - Present
BNY Mellon March 2012 - April 2014
BNY Mellon May 1981 - March 2012
Skills
Word, Excel, PowerPoint, Microsoft Word, Cash Management, Microsoft Excel, Banking, Lotus Notes, Microsoft Office, Strategic Planning, Budgets, Business Analysis, Outlook, PeopleSoft, Process Improvement, Customer Service, Administrative..., Management, Risk Management, Project Management, Financial Services, Software Documentation, Accounts Receivable, Access, Credit, Securities, Account Reconciliation, Leadership, Financial Reporting, Spreadsheets, Strategic Financial..., Human Resources, Analysis, Troubleshooting, Accounting, General Ledger, Financial Analysis, Vendor Management, Change Management, Program Management, AML, Project Coordination, Data Analysis, Investments, Relationship Management, Payments, Recruiting
Education
Baruch College 1974 — 1976
No degree
KeyBank August 2013 - Present
BNY Mellon January 2011 - August 2013
BNY Mellon August 2008 - December 2010
Fresenius Medical Care June 2007 - June 2008
Education
Baldwin Wallace University 2004 — 2008
Bachelor's of Arts, Business Admin, Accounting, Entrepreneurship
Duquesne University 2011 — 2012
Certificate, Financial Planning
InvestTech Systems Consulting 2012 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
BNY Mellon 2012 - 2012
Janus Capital Group 2011 - 2012
Janus Capital Group 2007 - 2011
Skills
SimCorp Dimension, Cadis, Eagle, Confluence, CRD, FMC, IDQ, Systems Analysis, Business Requirements, Mutual Funds, Fixed Income, Requirements Gathering, Business Analysis, Business Intelligence, Business Process, Analysis, Equities, SDLC, Requirements Analysis, Risk Management, Project Management, Performance Improvement
Education
Ball State University 1998 — 2002
Bachelor of Science (BS), Finance, General
PNC November 2014 - Present
Spectrum Health August 2012 - November 2014
Priority Health June 2007 - August 2012
FirstMerit Bank 2004 - 2007
Huntington National Bank 2003 - 2004
KeyBank 2000 - 2003
KeyBank 1998 - 2000
KeyBank 1995 - 1998
BNY Mellon 1993 - 1995
Skills
Tableau, Business Objects, Crystal Reports, Business Analysis, Derivatives, Access, Mutual Funds, Visio, Analytics, Business Intelligence, Process Improvement, Analysis, SQL, Investments, Data Analysis
Education
Baldwin Wallace University 1998 — 2000
Master of Business Administration (MBA)
Penn State University 1989 — 1993
BS, Accounting
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
SS&C Globe Op August 2012 - October 2014
BNY Mellon August 2011 - October 2012
JPMorgan Chase September 2006 - July 2011
Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Financial Services, Financial Modeling
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley June 2013 - September 2015
Morgan Stanley January 2013 - June 2013
Grant Thornton LLP October 2012 - January 2013
Morgan Stanley November 2011 - March 2012
Citi June 2010 - November 2011
RBC May 2009 - November 2009
Credit Suisse March 2008 - January 2009
Safra National Bank of New York October 2007 - February 2008
BNY Mellon April 2006 - September 2007
Skills
User Acceptance Testing, Business Analysis, Requirements Gathering, Anti Money Laundering, Risk Assessment, Policies and Procedures, Compliance Training, Project Management, Metrics Reporting, Defect Tracking, Process Enhancement, E-Communication..., Controls Assessment, Analytics, Internal Audit
Education
Baruch College
Bachelor of Arts (B.A.), Economics
Financial Leaders in Operations and Compliance in Greater New York City Area 2013 - Present
JPMorgan Chase 2011 - 2013
BNY Mellon December 2002 - December 2010
Skills
Highly Organized &..., Exemplary years of..., Organizational..., Account Reconciliation, Compliance, Finacial Management, International..., Account Servicing, Audit Trail, Accounts Payable, Accruals, Project Management, KYC, AML, Sarbanes-Oxley, Regulatory Requirements, Business Process..., Operations Management, Internal Controls, Accounts Receivable, Invoicing, Employee Training, A/R collections
Education
Baruch College
Bachelor of Business Administration
BNY Mellon September 2014 - Present
Infosys April 2010 - September 2014
IBM India Private Limited July 2006 - March 2010
Skills
Agile Methodologies, SDLC, Requirements Analysis, Unix, SQL, Microsoft Word, Software Project..., Oracle, HP Quality Center, Test Planning, Test Management, Testing, Microsoft Excel, Management, Microsoft Office, Research, Project Management, Agile tools such as..., Informatica, OBIEE, User Acceptance Testing, System Testing
Education
Bangalore University
Master of Computer Applications (MCA)
Step Partners, LLC Founding PartnerBreton Capital ManagementJanuary 2014 - Present
BNY Mellon 1986 - 2013
Skills
Portfolio Management, Investments, Financial Analysis, Equities, Asset Management, Alternative Investments, Hedge Funds, Securities, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Fund Of Funds, Series 7, Global Custody, Capital Markets, Financial Services, ETFs
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1983
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1973 — 1977
BNY Mellon
Skills
Customer Service, Microsoft Excel, Management, Project Management, PowerPoint, Business Analysis, Windows, Process Improvement, Sales, SQL, Analysis, Banking, Outlook, Strategic Planning, Troubleshooting, Financial Analysis, Access, Research, Public Speaking, Active Directory
Education
Baruch College, City University of New York (CUNY) 1978 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
City University of New York-Herbert H. Lehman College 1974 — 1976
Associate in Bilingual studies
BNY Mellon May 2015 - Present
UniData Communication Systems, Inc. October 2014 - April 2015
Martin and Selinger & Co. March 2013 - December 2013
Peter Marino Architect October 2012 - December 2012
Skills
Financial Reporting, FX Trading, Risk Management, Research, QuickBooks, Time Management, Microsoft Excel, Customer Service, Accounting, Outlook
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor of Business Administration (B.B.A.)
Stuyvesant High School 2009 — 2013
High School Diploma
BNY Mellon August 2007 - Present
Skills
Customer Service, Customer Support, Organization Skills, Corporate Communications, Office Administration, Team Motivation, Cross-functional Team..., Operational Excellence, Verbal & Written...
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelor of Science (BS), Business/Corporate Communications