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
Harvard Management Company January 2014 - July 2014
BNY Mellon July 2013 - October 2013
Boston Red Sox March 2013 - October 2013
Private Tennis Instructor April 2011 - September 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Business Objects
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Math and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Financial Management Services
J.P. Morgan April 2015 - Present
J.P. Morgan February 2014 - January 2015
Magna September 2013 - October 2013
BNY Mellon January 2013 - June 2013
John Hancock Financial Services January 2012 - June 2012
Chopstix - Asian Cuisine December 2011 - December 2011
Skills
Hedge Funds, Fund Accounting, Investments, Financial Modeling, Equities, Fixed Income, Derivatives, Equity Valuation, Bloomberg Terminal, Financial Modelling, Corporate Finance, Equity Derivatives, Interest Rate..., Intercultural..., Charles River Database..., AS400 System, FTID Database, Pricing Direct Database, S&P Credit Portal, MIRA - Real Estate..., Microsoft Word, PowerPoint
Education
Northeastern University 2009 — 2014
Bachelor of Finance, Major: Finance; Minor: Economics, 3.45 GPA
London School of Economics and Political Science 2013 — 2013
Financial Derivative Valuation, the Debt Markets, and the Macroeconomy
Pillars of Wall Street 2013 — 2013
Investment Banking and Equity Valuation
Citco Fund Services May 2014 - Present
Torchlight Investors August 2012 - February 2014
BNY Mellon April 2010 - August 2012
PwC August 2007 - January 2010
Skills
Financial Reporting, Asset Management, Financial Controlling, Finance, Financial Analysis, Financial Modeling, Cash Flow, Financial Accounting, US GAAP
Education
Northeastern University 2006 — 2007
Masters of Business Administration (MBA)/Masters of Science in Accounting (MSA), Accounting
BSI Financial Services Inc September 2010 - Present
Dynamic Capital Mortgage January 2008 - June 2009
Summit Mortgage August 2002 - December 2007
BNY Mellon March 2000 - July 2002
Northeastern University October 1998 - March 2000
Student Advantage September 1995 - October 1998
Skills
Loans, Financial Analysis, Finance, Accounting, Portfolio Management, Banking, Credit, Investments, Management, Mergers & Acquisitions, Asset Management, Mortgage Lending, Valuation, Business Planning, Forecasting, Financial Services, Team Building, Sales, Insurance, Internal Controls, CRM
Education
Northeastern University 1991 — 1996
Accounting
Northeastern University 1991 — 1996
Bank of New York Mellon September 2007 - Present
BNY Mellon October 2006 - August 2007
BNY Mellon September 1996 - September 2006
Boston College 2002 - 2005
Cambridge College 2001 - 2003
E. Wallace Coyle & Associates 1989 - 2001
BNY Mellon August 1995 - September 1996
National Computer Systems 1990 - 1994
Skills
Business Analysis, Management, Process Improvement, Project Management, Analysis, SDLC, Financial Services, Project Portfolio..., Program Management, Team Leadership, Microsoft Office, PMP, Strategic Planning, Strategic Financial..., Budgets, Relationship Management, Cost Management, Financial Forecasting, Metrics Reporting, Risk Management, Requirements Analysis, Public Speaking, Investment Banking, Course Development, Technical Writing, Leadership, Financial Planning
Education
Northeastern University
Master of Arts (M.A.), Professional, Technical, Business, and Scientific Writing
University of Massachusetts Boston
BS, Management
Worcester State University November 2014 - Present
BNY Mellon March 2014 - Present
BNY Mellon July 2010 - March 2014
Skills
Accounting, Financial Analysis, Tax, Corporate Tax, Fund Accounting, Tax Accounting, 1120-RIC
Education
Worcester State College 2007 — 2010
Bachelor of Science (B.S.), Business Administration
Northeastern University
Master of Science (MS), Taxation
Follett Higher Education Group June 2010 - September 2010
BNY Mellon April 2005 - August 2006
Walgreens October 2004 - April 2005
Skills
General Ledger
Education
Northeastern Illinois University 2008 — 2013
Bachelor's degree, Accounting
BNY Mellon November 2013 - Present
BNY Mellon September 2012 - November 2013
State Street Global Advisors October 2010 - September 2012
Pioneer Investments November 2004 - September 2009
Skills
Mutual Funds, Financial Services, Bloomberg, Investments, Portfolio Management, Fixed Income, Equities, Securities, Corporate Actions, Fund Accounting, Business Analysis, Financial Analysis, Asset Management, Bloomberg Terminal, Process Improvement, Customer Service, Back Office, Financial Reporting, Trading Systems
Education
Northeastern University 2003 — 2007
Bachelors, Finance
State Street August 2015 - Present
Compass Lexecon May 2014 - November 2014
BNY Mellon June 2013 - December 2013
AIG July 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft PowerPoint, Tableau, Analysis, Econometrics, Economics, Data Analysis
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Economics
The Mini Rose Co 2014 - Present
EZM Interiors LLC 2012 - 2015
Johnson & Johnson Consumer Companies 2012 - 2014
Northeastern University: Dukakis Center for Urban and Regional Policy 2011 - 2011
City of Boston: Department of Neighborhood Development 2010 - 2011
Church World Service 2008 - 2009
BNY Mellon 2006 - 2007
Skills
Research, Customer Service, Community Relations, GIS, SPSS, ArcGIS, Peachtree, Sage, Planning, Microsoft Office, Non-profit..., Event Planning, Statistics, Policy, Economics, Public Policy, Excel, PowerPoint, Word, Policy Analysis, Writing, Community Development, Microsoft Excel, Marketing, Community Outreach
Education
Northeastern University 2009 — 2011
Master's, Urban and Regional Policy
Quinnipiac University 2002 — 2006
BS, Economics
Goldman Sachs July 2015 - Present
BNY Mellon June 2014 - December 2014
BNY Mellon June 2013 - December 2013
Stuyvesant Capital May 2011 - June 2011
Skills
Microsoft Excel, Business Analysis, Financial Analysis, Business Strategy, Microsoft Word, Finance, Teamwork, Business Statistics, Data Analysis, Stock Valuation, Word Processors, Microsoft Office, PowerPoint
Education
Northeastern University 2011 — 2016
BSBA, Finance
American College of Thessaloniki 2011 — 2011
Economics, Chemistry, General Studies of Greek Language, Greek Music
Fox Lane High School 2007 — 2011
General studies; the subjects of Mathematics, History, English, Sciences, Business
SDA Architects & Designers September 2014 - Present
Northeastern University January 2014 - Present
Spagnolo Gisness & Associates, Inc. May 2013 - September 2013
BNY Mellon June 2012 - August 2012
Gensler November 2010 - August 2011
Skills
Revit, AutoCAD, SketchUp, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Vray, Microsoft Office, Architecture, Space planning, Architectural Design, Design Research, Sustainable Design, Architectural Drawings, Interior Design, Space Planning
Education
Northeastern University 2012 — 2014
Master of Architecture (M.Arch.)
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Architecture, Magna Cum Laude
BNY Mellon September 2012 - Present
Fidelity Investments, LLC March 2001 - June 2012
Elcom International, Inc. March 1998 - February 2001
Betro and Company, PC 1995 - 1998
Skills
Account Reconciliation, Accounting, Financial Analysis, General Ledger, Financial Accounting, Financial Modeling, Financial Reporting, SEC filings, US GAAP, GAAP, Variance Analysis, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Tax, Finance
Education
Northeastern University
Suffolk University
Executive Development Consulting December 2012 - Present
KPMG June 2007 - December 2012
Guardian Life Insurance July 2004 - June 2007
BNY Mellon July 2002 - July 2004
Sapient 2000 - 2002
Seton Hall University 1998 - 2000
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Employee Engagement, Change Management, Workshop Facilitation, Program Management, Executive Coaching, Coaching, Program Facilitation, Team Facilitation, Leadership, Human Resources, Career Development, Onboarding, 360 Feedback, Strategy, Executive Development, Career Counseling, Organizational...
Education
Northeastern University 1993 — 1995
MS, College Student Development & Counseling
Skidmore College 1988 — 1992
BA, English Literature
BNY Mellon June 2015 - Present
SEI March 2015 - June 2015
BNY Mellon October 2014 - March 2015
BNY Mellon June 2012 - September 2014
BNY Mellon October 2007 - May 2012
Professional Capital Services August 2006 - September 2007
Toll Brothers June 2005 - June 2006
Skills
Mutual Funds, Investments, Fund Accounting, Accounting, Microsoft Excel, Bloomberg, Finance, Fixed Income
Education
Strayer University 2007 — 2010
Master of Business Administration (MBA), Finance, General
Northeastern University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon September 2014 - March 2015
State Street June 2013 - May 2014
Financial Service Forum at University of Massachusetts January 2013 - May 2014
University of Massachusetts September 2013 - December 2013
Student Managed Fund (SMF) at UMass Boston June 2012 - May 2013
Wet'n Wild June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Excel, Stata, VBA, Financial Statement..., Financial Modeling, Equity Valuation, Financial Accounting, Financial Reporting, Portfolio Management, Visio, Bloomberg, Finance, Financial Analysis, Investments, Public Speaking, Microsoft Office, Data Analysis, PowerPoint, Analysis, Accounting, Microsoft Word, Teamwork, Valuation, Equities, Mutual Funds, Financial Statements, Research, Account Reconciliation, Corporate Finance, Financial Services, Access, Internal Controls
Education
University of Massachusetts Boston 2013 — 2014
Master of Science (M.S.), Accounting
University of Massachusetts Boston 2011 — 2013
Master of Science (M.S.), Finance, General
Northeastern University 2010 — 2011
Certificate, Pre-MBA
Southeast University 2006 — 2010
Bachelor of Arts (B.A.), Tourism and Travel Services Management
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
BNY Mellon February 2006 - Present
Skills
Relationship Management, Search, Corporate Recruiting, Talent Acquisition, Management, Performance Management, Personnel Management, Portfolio Management, Banking, Human Resources, Financial Services, Recruiting, Onboarding, Sourcing, Talent Management, Leadership, Executive Search, Program Management, Finance, College Recruiting, Hiring, Sales
Education
Northeastern University 1987 — 1992
B.S.
Plymouth Carver High School
BNY Mellon February 2014 - Present
Bank of America November 2010 - July 2013
Citigroup Inc September 2006 - October 2010
Lehman Brothers September 2005 - August 2006
Lazard Freres and Co., LLC October 2001 - August 2005
Skills
Chartered Financial..., Valuation, Credit Derivatives, Bonds, Financial Reporting, Investments, Portfolio Management, Structured Products, Loans, Trading, Hedging, Credit, Capital Markets, Accounting, CDS, Options, Fixed Income, Derivatives, Securities, Alternative Investments, Equities, FX Options, Swaps
Education
Northeastern University
Bachelor of Science, Business Administration; Accounting, Finance
RR Donnelley- Global Investment Markets June 2014 - Present
BNY Mellon July 2013 - December 2013
Citi June 2011 - November 2011
Sofitel Luxury Hotels and Resorts May 2010 - August 2010
Sous Prefecture Villefranche sur Saone August 2009 - August 2009
PASA POR TE May 2009 - May 2009
Skills
Bloomberg, Bloomberg Terminal, Multi-tasked, Highly detail oriented, Corporate Finance, Team-oriented, Analytical Reasoning, Critical Thinking, Close Attention to..., Analytical Skills, Interpersonal..., Pivot Tables, VBA, Fixed Income, Financial Risk..., Barclays Point, Portfolio Management, Teamwork
Education
Northeastern University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.54
CEFAM 2008 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.70 (cumulative)
EY September 2013 - Present
BNY Mellon June 2010 - January 2011
MFS Investment Management July 2008 - January 2009
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Microsoft Excel, Account Reconciliation, General Ledger, PowerPoint, Microsoft Word, Microsoft Office, Finance, Research, Outlook
Education
Northeastern University 2006 — 2011
Bachelor's degree, Accounting and Finance
Suffolk University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
BNY Mellon November 2014 - Present
Bank of America Merrill Lynch April 2012 - October 2014
Bank of America September 2007 - April 2012
KPMG August 2006 - November 2006
Bank of America July 2005 - July 2006
Skills
Talent Management, Sourcing, College Recruiting, Temporary Placement, Technical Recruiting, Relationship Management, Job Fairs, Offer Letters, Compliance Audits, Project Coordination, Taleo, Career Development, Immigration, FINRA
Education
University of Sydney 2003 — 2004
Study Abroad, Media Relations
Northeastern University 2000 — 2004
BA, Journalism, Public Relations
Whitridge Associates Consulting August 2013 - Present
Balanced Corporate Slutions, LLC June 2014 - Present
BNY Mellon November 2008 - June 2013
Citi Group April 2008 - June 2008
Citi April 2007 - June 2008
Balanced Corporate Solutions, LLC May 2004 - April 2007
State Street August 1986 - September 2003
The Boston Company September 1979 - August 1986
Skills
Mutual Funds, Financial Services, Securities, Investments, Hedge Funds, Management, Fund Accounting, Banking, Accounting, Fund Administration, ETFs, Business Development, Exchange traded...
Education
Suffolk University - Sawyer Business School 1984 — 1986
MBA, Management and MIS
Northeastern University 1978 — 1980
B.S., Accounting
Northeastern University 1976 — 1978
A.S., Aviation Technology
UPMC January 2015 - Present
UPMC January 2014 - December 2014
Alcoa February 2012 - January 2014
BNY Mellon March 2011 - February 2012
Ketchum November 2007 - February 2011
Medical Mutual of Ohio July 2007 - November 2007
Ketchum October 2005 - June 2007
Children's Hospital of Pittsburgh July 2004 - April 2005
SAE International June 2003 - July 2004
The Rivers School January 2000 - June 2003
Skills
SumTotal, Applicant Tracking..., Learning Management, Mentoring, Employee Relations, Organizational..., Compensation, HRIS, Training, Onboarding, Recruiting, Human Resources, Performance Management, New Hire Orientations, Talent Acquisition, Learning Management..., Resume Writing, PeopleSoft, Instructional Design
Education
Northeastern University 1998 — 1999
M.S., Criminal Justice
Penn State University 1994 — 1998
B.A., Administration of Justice & Women's Studies
State Street October 2013 - November 2014
BNY Mellon July 2012 - December 2012
State Street Global Advisors 2011 - December 2011
Pfizer June 2011 - June 2011
Pfizer 2010 - September 2010
Pfizer May 2009 - September 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Budgets, Finance
Education
American College of Thessaloniki 2008 — 2008
Study Abroad Program
Northeastern University
Bachelor of Science (B.S.), Finance
SAHS
BNY Mellon May 2008 - Present
Bowne Management Systems 2007 - 2008
Valiant 2005 - 2007
BNY Mellon 2000 - 2005
Skills
Business Analysis, Testing, Requirements Analysis, SDLC, PMP, PMO, Requirements Gathering, Process Improvement
Education
Northeastern University
B.S. IN MANAGEMENT INFORMATION SYSTEMS
HHC-Health and Hospital Corporation September 2015 - Present
AIG August 2014 - August 2015
BNY Mellon January 2014 - July 2014
RVM, Inc January 2013 - November 2013
Managing Director Recruiting Companies April 2001 - January 2013
Starpoint Solutions September 2008 - March 2009
Skills
Executive Search, Recruiting, Technical Recruiting, Internet Recruiting, Benefits Negotiation, Applicant Tracking..., Talent Acquisition, Screening Resumes, College Recruiting, Candidate Generation, Permanent Placement, Contract Recruitment, Sourcing, Onboarding, Staffing Services, Temporary Placement, Recruitment Advertising, Employment Law, Employer Branding, Temporary Staffing, Financial Services, Interviews, Management, Talent Management, Legal Compliance, Screening, Resume Writing, Finance, Networking
Education
Touro College Jacob D. Fuchsberg Law Center 1985 — 1988
JD, LAW
Northern Illinois University 1982 — 1983
LAW
University of Delaware 1978 — 1982
BA, Poli. Sci., Phil.
BNY Mellon August 2015 - Present
Gourmet Caterers January 2004 - Present
State Street September 2013 - 2014
Boston Financial Data Services 2013 - 2013
State Street July 2001 - December 2011
TopSource LLC March 2006 - February 2011
Brown Brothers Harriman - Consultant January 2006 - March 2006
JP Morgan - Consultant January 2005 - November 2005
State Street June 1990 - January 2003
Skills
Budgets, Financial Reporting, Finance, Financial Services, Accounting, Management, Bloomberg, Mutual Funds, Pricing, Cross-functional Team..., Microsoft Excel
Education
Northeastern University 1985 — 1989
Bachelor of Science, Economics with Certificate in Finance
Deloitte June 2015 - June 2015
Andersen Tax January 2015 - May 2015
BNY Mellon June 2014 - August 2014
Hollister Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Project Management, Public Speaking, Research, Time Management
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Accounting
BNY Mellon August 2015 - Present
Textron November 2011 - October 2014
Fidelity Investments May 2011 - November 2011
Edward Jones July 2010 - January 2011
Roger Williams University August 2008 - May 2010
American Airlines June 1999 - June 2007
Skills
Leadership, Asset Allocation, Strategy, Data Analysis, Forecasting, Process Improvement, Investments, Analysis, Access, Strategic Planning, Economic Growth, Project Management, Portfolio Management, Finance, Sales, Pricing, Management
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2012 — 2015
Master of Science (M.S.), Finance
Roger Williams University 2008 — 2010
B.S., Economics, Finance
Barclays January 2014 - June 2014
Wellington Management January 2013 - June 2013
BNY Mellon January 2012 - June 2012
Education
Northeastern University 2010 — 2015
Master's Degree, Finance
State Street December 2014 - Present
Whole Foods Market January 2012 - Present
BNY Mellon January 2013 - December 2014
Filenes Basement October 2007 - December 2012
Building 19 Corp May 2005 - July 2007
Skills
Customer Service, Accounting, Cash Register, Retail, Data Entry, Customer Satisfaction, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, POS, Windows 7, Financial Statements
Education
University of Massachusetts Boston 2010 — 2012
Bachelor's degree, Finance and Financial Management Services
University of Massachusetts Boston 2010 — 2012
Bachelor of Science, Management; Finance Concentration
Northern Essex Community College 2007 — 2010
Associates Science Business, Business Administration and Management, General
BNY Mellon January 2014 - June 2014
State Street January 2013 - June 2013
KPMG Taiwan July 2012 - August 2012
Beacon Communities LLC January 2012 - June 2012
Cathay Life Insurance June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Geneva Accounting System, Barclays Point, Advent Geneva, PhotoImpact, HTML, Fixed Income, Risk Analysis, Performance Management, Bloomberg, Data Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
AGC Partners December 2014 - March 2015
BNY Mellon March 2014 - September 2014
State Street June 2011 - January 2012
Richard Kane & Associates June 2007 - August 2010
CiDRA May 2010 - 2010
Skills
Bloomberg, FX, Excel, Bloomberg Terminal, Valuation, Fixed Income, Financial Analysis, Trading, Derivatives, Options, Equities, Financial Markets, FX Options, Microsoft Excel
Education
Università Cattolica del Sacro Cuore 2013 — 2014
Master's Degree, International Management, 3.9
Northeastern University 2009 — 2014
Bachelor's Degree, International Business, Finance, Italian, 3.85
Università Cattolica del Sacro Cuore 2012 — 2014
Bachelor's Degree, International Business, 110 and Honors/110
Ellington High School 2005 — 2009
SCS Financial May 2013 - Present
BNY Mellon May 2012 - December 2012
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Ashland High School 2005 — 2009
Johnson & Johnson August 2015 - Present
Morgan Stanley March 2015 - August 2015
Morgan Stanley June 2013 - March 2015
Morgan Stanley July 2012 - December 2012
BNY Mellon June 2011 - April 2012
State Street January 2011 - August 2011
BNY Mellon June 2010 - August 2010
Stella McCartney June 2009 - August 2009
Skills
Data Analysis, Market Research, Microsoft Excel, Financial Research, Product Marketing, PowerPoint, Microsoft Word, Access, Sales, Public Relations, Marketing, Research, Bloomberg, Economics, Microsoft Office, Social Media, Capital Markets, Finance, Financial Analysis, Public Speaking
Education
Northeastern University 2008 — 2013
Bachelor of Arts, Economics & International Affairs Dual Major
Reit Management & Research LLC May 2015 - Present
Parkway Youth Hockey September 2009 - Present
Read to a Child September 2013 - April 2015
BNY Mellon May 2013 - April 2015
Fangraphs, Inc. April 2013 - September 2013
Bank of New York Mellon March 2007 - May 2013
The Patriot Ledger January 2003 - August 2006
USCHO February 2003 - March 2006
Skills
Sports, Journalism, Copy Editing, Storytelling, Editing, Facebook, Blogging, Social Media Marketing, Press Releases, News Writing, Web Content, Media Relations, Social Media
Education
Northeastern University 2001 — 2006
BA, Journalism
BNY Mellon April 2008 - Present
Investors Bank & Trust February 2007 - July 2007
CitiStreet November 2005 - June 2006
Skills
Skilled in working hard..., Strong organizational..., identifying problems..., Highly experienced with..., Excellent communication..., Excellent PC and..., Account Reconciliation
Education
Northeastern University 2001 — 2005
BS, Major in Political Science, Minored in Business
Fidelity Investments March 2014 - Present
Fidelity Investments August 2010 - February 2014
BNY Mellon June 2006 - July 2010
BNY Mellon December 2003 - June 2006
Oppenheimer & Co. April 2003 - December 2003
BNY Mellon January 2002 - January 2003
BNY Mellon November 1998 - January 2002
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Hedge Funds, Finance, Investment Management, Analysis, Management, Product Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Securities, Asset Management, Alternative Investments, Trading, Sales
Education
Northeastern University 1997 — 2001
BSBA, Business Administration and Management, General, 3.6
Northeastern University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
UBS Investment Bank August 2013 - Present
UBS Investment Bank May 2012 - August 2013
UBS Investment Bank July 2011 - December 2011
BNY Mellon July 2009 - January 2010
Skills
Valuation, Emerging Markets, Risk, Corporate Finance, Financial Analysis, International Business, Spanish, French, Excel, PowerPoint, Teamwork, FX, Market Analysis
Education
Northeastern University 2008 — 2012
BSc in International Business and Finance, Finance, 4.0/4.0
Universidad Pontificia Comillas 2008 — 2012
International Business, E4 (dual degree with Northeastern University), Finance
The British Council School of Madrid 1993 — 2008
Bilingual education
Santander Bank, N.A. August 2011 - Present
Jump On In of Portsmouth March 2011 - Present
T. Rowe Price December 2010 - August 2011
BNY Mellon December 2010 - February 2011
Fidelity Investments November 2005 - February 2009
Kadant, Inc. May 2004 - November 2005
Fidelity Investments December 1999 - October 2002
Fidelity Investments January 1992 - December 1999
Metropolitan Life Insurance Company May 1988 - December 1991
GTE July 1978 - May 1988
Education
Suffolk University - Sawyer School of Management 1983 — 1984
MBA
University of Arizona 1975 — 1978
BS, Accounting
Northeastern University 1973 — 1974
Criminal Justice
State Street Corporation 2012 - 2014
Fernwood Investment Management 2010 - 2011
BNY Mellon 1999 - January 2009
Northeastern University 1994 - 1999
Education
Northeastern University
Master of Business Administration (M.B.A.)
University College Dublin
Bachelor of Arts (B.A.), History and Politics
University College Dublin
Graduate Diploma, Business/Commerce
FINRA
Series 65
The Blackstone Group June 2015 - Present
Wellington Management Company June 2014 - January 2015
BNY Mellon July 2013 - December 2013
Prime Communications April 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Business Communications, Report Writing, Fixed Income, SPSS, Market Research, Architectural Design, AutoCAD Architecture, Valuation, Adobe Photoshop, Graphic Design, Music Production, Financial Analysis, Risk Management, Bloomberg, Audio Engineering
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Dual Concentration in Finance and Accounting
London School of Economics and Political Science
Dulles High School 2007 — 2011
Neuberger Berman May 2015 - Present
BNY Mellon July 2013 - May 2015
BNY Mellon June 2012 - August 2013
BNY Mellon March 2010 - June 2012
BNY Mellon 2007 - 2010
Halliburton Homes 2006 - 2009
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Equities, Financial Modeling, Collateral Management, Bonds, Equity Valuation, Swaps, Fund Administration, Quantitative Finance, Bloomberg Terminal, Interest Rate..., Credit Derivatives, Options, Equity Derivatives, FX Options, Middle Office, Valuation, Alternative Investments, Financial Markets, Capital Markets, Mutual Funds, Investments, Fund Accounting
Education
Northeastern University 2014 — 2016
Master of Business Administration (MBA) & Master of Science Finance (MSF), Finance
University of Rhode Island 2003 — 2007
Bachelor of Science (B.S.), Economics
Wells Fargo January 2015 - Present
BNY Mellon June 2013 - January 2015
US Army January 2005 - July 2013
U.S. Department of Veteran Affairs January 2010 - May 2012
Skills
Analysis, Customer Service, Data Analysis, Research, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Army, Military, Leadership
Education
Northeastern University 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 2007 — 2012
Bachelor's degree, Economics
BNY Mellon August 2014 - December 2014
BNY Mellon July 2013 - July 2014
BNY Mellon October 2010 - June 2013
BNY Mellon September 2007 - September 2010
Loring, Wolcott & Coolidge July 2007 - August 2007
State Street May 2007 - July 2007
Western Asset Management November 2004 - July 2006
Western Asset Management March 2004 - October 2004
Skills
Financial Analysis, Analysis, Investments, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Accounting, Microsoft Excel, Management, Fixed Income, Risk Management, Finance, Bloomberg, Process Improvement, Financial Services, Microsoft Office, Trading
Education
Northeastern University 1998 — 2003
Bachelor’s Degree, Accounting and Finance, 3.4 Cum Laude
Northeastern University July 2012 - Present
Memorial Sloan-Kettering Cancer Center June 2011 - July 2012
Wheaton College (MA) 2010 - 2011
Parish Lane Veterinary Surgery July 2010 - August 2010
National Institutes of Health May 2010 - July 2010
Capita May 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Higher Education, Non-profits, Social Media, Fundraising, Microsoft Word, Research, Psychology, Science, PowerPoint, Microsoft Office, Community Outreach, Editing, Event Planning, Microsoft Excel, Data Analysis, Public Speaking
Education
Wheaton College (MA) 2007 — 2011
BA, Psychobiology, Art History
Northeastern University
Master of Architecture (M.Arch.)
American Income Life Insurance Company June 2014 - August 2014
BNY Mellon August 2012 - August 2013
Bayer Business and Technology Services (Contract:MPS Group) April 2009 - October 2010
Pro Grass, LLC July 2008 - December 2008
USIS November 2007 - June 2008
Management Science Associates, Inc. September 2006 - October 2007
TurnKey Services January 2001 - August 2006
Resources Connection September 2000 - January 2001
Deloitte June 1996 - July 2000
Coopers & Lybrand, LLP September 1995 - June 1996
Skills
Financial Analysis, Accounting, Finance, Variance Analysis, Management, Financial Reporting, Internal Audit, Analysis, Tax, Budgets, Financial Modeling, Consolidation, Forecasting, Internal Controls, Account Reconciliation, Financial Statements, Financial Accounting, Cost Accounting, Auditing, Sarbanes-Oxley Act, Cash Flow, Consulting, General Ledger, SAP, Accounts Receivable, Sarbanes-Oxley, Accounts Payable, Managerial Finance, Medicare Advantage, Medicare Supplements, Health Insurance, Permanent Life Insurance, Microsoft Excel
Education
Robert Morris University - Illinois 1995 — 1996
Masters of Science, Taxation
Northeastern University 1986 — 1987
MA, Accounting
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Economics; Computer Science
EC English Language Centres 2014 - Present
Gap Inc. Athleta July 2013 - August 2014
lululemon athletica March 2012 - August 2012
lululemon athletica July 2011 - March 2012
BNY Mellon July 2007 - July 2011
Caturano and Company July 2006 - December 2006
The London Harness Company/ Tumi July 2005 - December 2005
Skills
Social Media, Social Media Marketing, Event Planning, Social Networking, Facebook, Marketing, PowerPoint, Microsoft Office, Marketing Strategy, Marketing Communications, Public Speaking, Email Marketing, Public Relations, Customer Service, Retail, Event Management, CRM, Management, Recruiting, Leadership
Education
Northeastern University 2002 — 2007
Bachelor of Science in Business Administration, Marketing
Wells Fargo March 2013 - Present
BNY Mellon December 2010 - December 2012
Skills
Loans, Mortgage Lending, Mortgage Banking, Commercial Mortgages, Business Loans, Commercial Banking
Education
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Northern Arizona University 1993 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
EY January 2015 - May 2015
Permal Capital Management January 2014 - December 2014
Student Government Association of Northeastern University July 2013 - June 2014
BNY Mellon January 2013 - June 2013
Skills
Microsoft Office, Bloomberg, WISE Financial Literacy..., Certiport IC3..., Communication, Time Management, Organization, Public Speaking, Management, Finance, Research
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science (B.S.), Finance & Entrepreneurship, 4th Year
Rogers High School 2007 — 2011
High School
HCL Technologies November 2011 - Present
Shire HGT November 2011 - Present
BNY Mellon September 2010 - April 2011
Concordant 2010 - 2010
Skills
Group Policy, System Deployment, Norton Ghost, HP, Blackberry, XP, Hardware, Laptops, Active Directory, Technical Support, System Administration, Windows XP, Desktop Computers, Windows 7, Lotus Notes, Microsoft Office, iPhone, Information Technology, Operating Systems, Troubleshooting
Education
Northern Essex Community College 2007 — 2010
Associates, Computer Science
Northern Essex Community College
Associate of Science (A.S.), Information Technology
BNY Mellon November 2011 - Present
JPMorgan Chase February 2008 - November 2011
Investors Bank & Trust February 2004 - February 2008
Skills
Fund Accounting, Mutual Funds, Securities, Banking, Hedge Funds, Asset Management
Education
Northeastern University 2006 — 2010
Master of Business Administration (M.B.A.)
Regis College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Cumming Corporation July 2015 - Present
CBRE July 2014 - July 2015
Iron Mountain May 2013 - April 2014
US Family Health Plan and Steward Health Care February 2010 - May 2013
BNY Mellon June 2008 - February 2010
Countrywide Bank August 2006 - January 2008
The New York Mortgage Company April 2005 - May 2006
Countrywide Bank February 2004 - March 2005
Standish Mellon Asset Management 2001 - 2002
Skills
Accounting, Customer Service, Valuation, Sales, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Microsoft Office, Process Improvement, Credit, Finance, Contract Negotiation, Insurance, Loans, Strategic Planning, Forecasting, Budgets, Risk Management, Data Analysis, Analysis, Business Analysis, Leadership, Business Planning
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration; Finance
East Lyme High School
East Lyme High School
Restoration Hardware 2010 - 2015
True Wind, Inc. 2005 - 2012
Touchpaper Corporation 2002 - 2005
Deutsche Bank 1998 - 2001
BNY Mellon 1993 - 1997
Prudential Securities 1990 - 1993
Skills
Marketing Management, Marketing Strategy, Digital Marketing, Interactive Marketing, Direct Marketing, Marketing Research, User Experience, Product Development, Product Marketing, Mobile Marketing, Email Marketing, Market Research, SEO, Marketing Communications, Online Marketing, Social Media Marketing, Marketing, Mobile Devices, Lead Generation, E-commerce, Strategy, Advertising, Brand Management, Competitive Analysis, Blogging, CRM, Direct Mail, Public Relations, Brand Development, Digital Strategy, Online Advertising, B2B Marketing
Education
Northeastern University
BS Business Administration
BNY Mellon January 2012 - Present
BT OPI 1992 - 1998
BT OPI 1992 - 1998
Skills
SDLC, SOA, Agile Methodologies, Enterprise Architecture, SQL, Requirements Analysis, Java Enterprise Edition, Web Services, Microsoft SQL Server, XML, Spring, Software Development, .NET, Software Project..., Oracle
Education
Northeastern University
Management Information systems, Management Information Systems, General
BNY Mellon January 2011 - Present
BNY Mellon January 2007 - December 2011
Private Trust Group of America 2006 - 2007
Wellington Management 2005 - 2005
Mellon Financial Corporation January 1999 - January 2004
Skills
Hedge Funds, Account Reconciliation, Management, Mutual Funds, Financial Services, Investments, Fund Accounting, Securities, Banking, Analysis, Accounting, Auditing
Education
Northeastern University 1995 — 1999
Finance
BNY Mellon August 2013 - Present
BNY Mellon December 2010 - October 2013
Boston Financial Investment Management July 2009 - December 2009
BNY Standish Mellon Asset Management July 2008 - December 2008
Fidelity Investments July 2007 - December 2007
Skills
Accounting, Derivatives, Portfolio Management, Financial Analysis, Fund Accounting, Financial Modeling, Financial Reporting, Microsoft Excel
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Massachusetts, Amherst 2004 — 2005
GMO July 2014 - Present
BNY Mellon July 2013 - July 2014
Spinnaker Capital LLC June 2012 - January 2013
Brown Brothers Harriman July 2011 - January 2012
Bain Capital January 2010 - July 2010
Education
Northeastern University 2008 — 2013
Bachelor of Arts (BA), Finance, General, GPA - 3.604
BNY Mellon June 2008 - Present
Fidelity Investments March 1999 - June 2007
NEBS 1991 - 1999
Skills
Software Development, Program Management, Project Management, Disaster Recovery, IT Strategy, IT Management, Production Support, SDLC, Management, Databases, DB2, Resource Management, Leadership, Change Management, Unix, Business Analysis, Software Project..., Requirements Analysis
Education
Northeastern University
Bachelor of Science (BS), Accounting and Business/Management
Andover High School
BNY Mellon June 2015 - Present
BNY Mellon January 2014 - June 2015
Motion Recruitment Partners 2013 - 2013
Ceridian 2012 - 2013
Harvard Medical School 2010 - 2010
Skills
Payroll, Financial Analysis, Applicant Tracking..., Financial Statements, Forecasting, Strategic Planning, Auditing, Strategic Financial..., Revenue Recognition, Budgets, Portfolio Management, Market Research, Strategic Decision..., Asset Management, Risk Management, Wealth Management, Asset Based Lending, Time Management, Microsoft Excel, Accounting
Education
Northeastern University 2008 — 2012
BSBA, Management
R.A. Hall & CO. LLC May 2014 - Present
Northeastern Information, Operations, and Analysis Group January 2011 - December 2014
Perfecto's Cafe Inc October 2008 - December 2014
BNY Mellon January 2013 - September 2013
Standish Mellon Asset Management January 2012 - June 2012
The Black Olive Restaurant August 2007 - October 2008
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Social Media, Managerial Finance, Research, Time Management, Accounting, Public Speaking, Teamwork, Leadership, Account Reconciliation, Facebook, QuickBooks
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Accounting
Northeastern University 2010 — 2014
Bachelor of Science Degree, Accounting
Tewksbury Memorial High School 2006 — 2010
High School Diploma
AIG March 2015 - Present
BNY Mellon August 2013 - Present
AIG 2015 - 2015
AIG 2015 - 2015
BNY Mellon May 2010 - July 2013
Memorial Sloan-Kettering Cancer Center, New York, NY January 2009 - May 2010
Pfizer August 2006 - August 2008
BP (London, UK) January 2001 - February 2006
BP (Aberdeen, UK) April 1997 - January 2001
BP (Alaska, USA) June 1994 - April 1997
Skills
Global Diversity, Talent Management, Talent stratey, Change Management, Organizational..., Employee Engagement, Organizational Change, Organizational..., Performance Management, Mergers & Acquisitions, Management Consulting, Leadership Development, Business Strategy, Management, Recruiting, Talent Acquisition, Strategy, Human Resources, Personnel Management, Leadership, Succession Planning, Culture Change, Coaching, Workforce Planning, Executive Coaching
Education
Purdue University 1980 — 1983
MS
Northeastern University 1975 — 1980
BS
Patriot Properties July 2014 - Present
Broadridge November 2010 - February 2014
NDiV INCORPORATED July 2010 - November 2010
Fidelity Investments March 2010 - July 2010
IDC June 2009 - March 2010
Burst Media September 2008 - April 2009
BNY Mellon April 2008 - September 2008
Brown Brothers Harriman June 2007 - April 2008
Bottomline Technology May 2006 - June 2007
Fidelity December 2003 - May 2006
Skills
Project Management, SDLC, Vendor Management, Management, Business Analysis, MS Project, Program Management, Requirements Analysis, Requirements Gathering, Financial Services, Client Relations Skills, Active DoD Secret..., Quality Assurance, Databases, Client Relations, Consulting, Leadership, Testing, Data Warehousing, User Acceptance Testing
Education
Northeastern University 1980 — 1985
BS
Northeastern University
Bachelor of Science (B.S.)
BNY Mellon March 2005 - January 2012
Boston Financial Data Services 1998 - 2004
Citizens Bank 1992 - 1998
Skills
Process Improvement, Customer Relations, Mutual Funds, Operations Management, Project Management, Financial Services, CRM, Banking, Microsoft Excel, Relationship Management, Investments, Customer Service, Finance, Financial Modeling, Portfolio Management
Education
Northeastern University 1993 — 2011
Bachelor of Science, Management
New England College of Finance
Financial Services Certificate, Financial Services
AXA December 2014 - Present
BNY Mellon January 2013 - December 2014
Pershing October 2006 - January 2013
Deloitte October 2005 - October 2006
Skills
Compliance, Privacy, Securities, Risk, Governance, Data Privacy, Risk Assessment, Information Security..., Enterprise Risk..., Risk Management, IT Governance, Series 7, Series 24, CIPP, Six Sigma, Operational Risk..., Financial Services, Corporate Governance, Financial Regulation, Information Security, Securities Regulation, IT Audit, FINRA, ISO 27001, Information Technology, GLBA, Broker-Dealer, Data Security, COBIT, Vendor Management, Relationship Management, PCI DSS, USA PATRIOT Act, Security, Disaster Recovery, Business Continuity..., Sarbanes-Oxley Act, Business Continuity, Operational Risk
Education
Northern Arizona University, College of Business Administration 1990 — 1994
Bachelor of Science, Marketing
Deloitte January 2014 - Present
BNY Mellon December 2012 - January 2014
BNY Mellon October 2010 - December 2012
BNY Mellon July 2007 - September 2010
Mellon Financial July 2005 - July 2007
Skills
Software Development, SQL, Unix Shell Scripting, Project Management, SDLC, Java, Security, Oracle, Requirements Gathering, Sailpoint, Identity Management, IT Management, Enterprise Architecture, IT Strategy, Software Engineering, Integration, ETL, Business Requirements, Consulting, Information Security, Information Security..., Disaster Recovery
Education
Universidad de Granada 1997 — 2004
MS
Northern Illinois University 2002 — 2003
BNY Mellon June 2014 - Present
BNY Mellon July 2012 - May 2014
Wolters Kluwer Financial Services September 2009 - July 2012
Fiserv April 2008 - September 2009
Fiserv Lending Solutions January 2007 - April 2008
Fiserv Lending Solutions January 2006 - January 2007
Fiserv Lending Solutions April 2004 - January 2006
MidAmerica Bank January 2001 - April 2004
MidAmerica Bank January 1999 - January 2001
MidAmerica Bank February 1997 - January 1999
Skills
Agile, Scrum, User Stories, Requirements Analysis, Requirements Gathering, Business Analysis, Workflow Analysis, Waterfall, Functional..., HTML, XML, XML Schema, B2B Integration, User Acceptance Testing, End User Training, Virtual Teams, Team Management, Supervisory Experience, Production Support, Business Process..., Business Process Design, User Groups, Conference Presentations, Software Implementation, Mortgage Industry, Retail Banking, Commercial Lending, Consumer Lending, CMMI, SDLC, Visio, Banking, Vendor Management, Integration, Team Leadership, Mortgage Lending, Software Documentation, Loans, Systems Analysis, Analysis, Agile Methodologies, PMO, Business Intelligence, Software Project..., PMP, Financial Services, Project Portfolio..., Process Improvement, IT Strategy, Management
Education
Villanova University 2008 — 2009
Master Certificate, Business Analysis
Northern Illinois University 1988 — 1992
MS, Industrial Management
Waubonsee Community College 1986 — 1988
AS, Business and Accounting
East Aurora High School
BNY Mellon May 2005 - Present
State Street Global Advisors August 2000 - May 2005
Sungard Decalog June 1998 - August 2000
Ajilon Consulting August 1997 - June 1998
International Integration, Inc (i-cube) January 1997 - August 1997
Applix March 1995 - December 1996
Stratus Computer June 1992 - March 1995
Skills
Agile Methodologies, SDLC, SQL, Process Improvement, Business Analysis, Requirements Analysis, Microsoft SQL Server, IT Strategy, Software Project..., Visio, Enterprise Architecture, Vendor Management, Integration, IT Management, Software Development
Education
Northeastern University 1987 — 1992
BS, Computer Science
BNY Mellon November 2012 - Present
BNY Mellon(formely PNC G.I.S.) November 2004 - November 2012
Sungard Insurance Systems 1996 - 2004
Commonwealth of Massachusetts, Child Support Enforcement Division 1992 - 1996
Skills
SDLC, Agile Methodologies, Team Leadership, Team Mentoring, Team Building, Teamwork, Java, J2EE Application..., WebSphere Application..., Linux, Oracle 9i, RAD, Oracle SQL, WebSphere MQ, Mutual Funds, XML, XML Schema, Subversion, JavaScript, Ext JS, Microsoft SQL Server, Oracle Forms, COBOL, Ant, WSAD, Oracle, Java Enterprise Edition, Analysis, SOA, Business Analysis, Requirements Analysis, SQL, Software Project...
Education
Pace University-New York 2011 — 2013
Graduate Certificate, Secure Software and Information Engineering, Completed in June 2013
Northeastern University
Computer Systems Specialist Program
St. Xavier's College
B.S.
BNY Mellon November 1997 - February 2012
Bain & Company October 1995 - October 1997
Skills
Servers, Firewalls, System Deployment, Equities, Operating Systems, Integration, Security, Hardware
Education
Northeastern University 1986 — 1991
BS, Management and MIS (Dual Concentration)
MFS Investment Management December 2013 - Present
BNY Mellon October 2006 - December 2013
Moaec Inc. November 2011 - October 2012
Sunlife May 2000 - October 2006
MassHousing 1996 - 2000
Arbor National Commercial Mortgage Company 1993 - 1995
Commonwealth Mortgage Company 1990 - 1992
Skills
Microsoft SQL Server, Software Project..., C#, Visual Basic, VB.NET, Integration, SQL, Databases, Oracle, C++, ASP.NET, Access, Java, JavaScript, PL/SQL, Crystal Reports, CSS, .NET, Struts, SQL Server, J2EE, Oracle SQL, JSON, RESTful WebServices, Visio, Requirements Analysis, Requirements Gathering, Java Enterprise Edition, SOA, Oracle SQL Developer, SDLC
Education
Boston University 2007 — 2011
MS - CIS, Information Security
Project Management Institute 2010 — 2010
PMP
Northeastern University 1985 — 1990
BA
BNY Mellon August 1986 - Present
Education
Northeastern University
PNC Global Investment Servicing 2000 - Present
PFPC January 1998 - Present
Yardi 2012 - 2013
BNY Mellon 1998 - 2011
PFPC January 1998 - February 2000
PFPC formerly First Data Investor Services Group 1998 - 2000
Fidelity Investments May 1996 - January 1998
Allmerica Financial June 1993 - May 1996
Skills
Testing, Analysis, SDLC, Requirements Gathering, IT Management, Business Analysis, User Acceptance Testing, Business Requirements, Troubleshooting, VSAM, PMP, Management, Software Project..., SQL, Visio, Software Development, COBOL, XML, Agile Methodologies, Requirements Analysis, Software Documentation
Education
Northeastern University 1997 — 2008
Datasoft Inc. July 2015 - Present
BNY Mellon October 2013 - July 2015
BNY Mellon Capital Markets June 2013 - October 2013
BNY Mellon October 2010 - June 2013
The Bank of New York Mellon August 2008 - October 2010
Skills
Back Office, Bloomberg, Securities, Middle Office, Banking, Bonds, MBS, ABS, US Treasuries, Government Agencies, Repurchase Agreements, Tri-Party Repo, Inventory Management
Education
Northeastern University 2011 — 2014
Master of Science (MS), Finance
University of Central Florida - College of Business Administration 2005 — 2007
Master of Business Administration
University of Central Florida - College of Business Administration 2000 — 2005
Bachelor of Science in Business Administration, Management
Bank of America June 2013 - Present
Bank of America October 2011 - June 2013
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon May 2008 - June 2011
Wellington Management January 2007 - May 2008
John Hancock January 2006 - August 2006
IXIS Asset Management January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, Asset Managment, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Derivatives, Mortgage Servicing, AS400 system, Equator, SharePoint Designer, Microsoft Excel, Reporting & Analysis, Ad Hoc Reporting, Financial Services, Banking, Business Analysis, Process Improvement, Risk Management, Management, Relationship Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance, Marketing
Standish Mellon Asset Management May 2012 - Present
BNY Mellon April 2010 - May 2012
Education
Northeastern University 2008 — 2011
Masters of Business Administration, Investments
Wheaton College (MA)
Economics
Coldwater Creek February 2015 - Present
BottomLine Group March 2014 - February 2015
Liberty Mutual Group Asset Management December 2007 - March 2014
BNY Mellon June 2006 - December 2007
Skills
Investments, Private Equity, Portfolio Management, Due Diligence, Analysis, Investor Relations, Strategy, Competitive Analysis, Financial Modeling, Financial Analysis, Client Services, Management Consulting, Finance, Alternative Investments, Valuation, Asset Management, Microsoft Excel, Bloomberg, Financial Services
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Quinnipiac University - School of Business 2002 — 2006
B.S., Finance
BNY Mellon August 2011 - Present
Bank of New York Mellon July 2006 - August 2011
State Street February 2004 - June 2004
Calyon Financial December 2002 - June 2003
Skills
Spanish, Bloomberg, Management, Financial Analysis, CRM, Data Analysis, Financial Modeling, Account Management, Risk Management, Access, Business Analysis, Microsoft Excel, Financial Services, Equities
Education
Northeastern University 2001 — 2006
Bachelor's, International Business, Spanish, Finance
BNY Mellon July 2010 - Present
PFPC March 2008 - January 2010
PNC Global Investment Servicing March 2008 - January 2010
Skills
SDLC, Financial Services, Risk Management, Project Management, Business Analysis, Project Delivery, Project Portfolio..., Vendor Management, Microsoft Excel, Relationship Management, Operations Management, Mutual Funds, Process Improvement
Education
Northeastern University 1990 — 1995
BS, Finance, International Business, Management
BNY Mellon
Skills
Bloomberg, Asset Management, Fixed Income, Trading, Portfolio Management, Equities, Investments, Bonds, Financial Analysis, Securities, Capital Markets, Fixed Income Trading, Relative Value, Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Excel, Traders, Municipal
Education
Northeastern University 1998 — 2003
BSIB / finance, Finance
BNY Mellon June 2013 - Present
BNY Mellon June 2011 - June 2013
BNY Mellon 2007 - June 2011
The Bank of New York Mellon 2007 - 2008
Skills
CFP (R), Wealth Management, Portfolio Management, CTFA, Financial Modeling, Strategic Financial..., Financial Analysis, Bloomberg, Mutual Funds, Asset Management, Bloomberg Terminal, Investments, Securities, Equities, Fund Accounting, Alternative Investments, Microsoft Excel, Hedge Funds, Fund Administration, Series 7, Fixed Income
Education
Cannon Trust School 2010 — 2012
Certified Trust and Financial Advisor
Northeastern University 2002 — 2007
BS, Business Management (Minor in Criminal Justice)
BU Financial Planning
BU Financial Planning
CBRE October 2014 - Present
CBRE February 2013 - Present
XEROX November 2011 - Present
BNY Mellon February 2009 - September 2012
Jones Lang LaSalle 2005 - 2009
Skills
Asset Managment, Real Estate, Property Management, Leases, Valuation, Financial Analysis, Due Diligence, Commercial Real Estate, Real Estate Development, Investments, Contract Negotiation, Budgets, Investment Properties, Facilities Management, Real Estate Transactions, New Business Development, Tenant, Real Estate Economics, Construction Management, Portfolio Management, Asset Management, Corporate Real Estate, Brokerage, Process Improvement, Property, Business Analysis
Education
Northeastern University 1987 — 1993
BS, Finance
BNY Mellon 2000 - Present
Education
Northeastern University
BNY Mellon Capital MarketsMDBNYMellonMay 2009 - Present
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Trading Systems, Foreign Exchange, Bloomberg, Asset Management, Derivatives, Currency, FX Options, Electronic Trading, Financial Markets, Trading, Alternative Investments, FX trading
Education
Northeastern University
Suffolk University
BNY Mellon 1998 - Present
Skills
Business Analysis
Education
Northeastern University
TD August 2015 - Present
TD March 2014 - August 2015
TD 2014 - 2015
TD 2014 - 2015
WEX June 2013 - March 2014
Dunkin' Brands August 2010 - June 2013
Dunkin' Brands January 2008 - August 2010
Mercer April 2005 - January 2008
P&G (The Gillette Company) January 2004 - June 2004
BNY Mellon January 2003 - June 2003
Skills
Finance, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Business Analysis, Portfolio Management, Essbase, Strategic Financial..., Income Statement, Marketing Strategy, Cross-functional Team..., Competitive Analysis, Budgets, Corporate Finance, Business Planning, P&L, Variance Analysis, Due Diligence, Consumer Products, Retail, Business Process..., Project Management, Customer Insight, Sales, Hyperion Enterprise, Finan
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Xaverian Brother H.S.
Yottaa February 2015 - Present
Yottaa August 2014 - Present
Compete, Inc. December 2013 - August 2014
Haemonetics June 2013 - December 2013
BNY Mellon November 2010 - June 2013
Skills
Finance, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Accounting, Bloomberg, Mutual Funds, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Strategic Financial..., Retirement Planning, Financial Planning, Management, Revenue Recognition, SaaS, Forecasting
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Management
BNY Mellon May 2000 - Present
Skills
Equities, Investments, Derivatives, Mutual Funds, Fixed Income, Portfolio Management, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Asset Allocation, Securities, Investment Strategies, Wealth Management, Bonds
Education
Northeastern University 1997 — 1999
MSF, Finance
UMass Dartmouth 1985 — 1990
BS, Economics
EPW Property Services Corp. September 2004 - Present
BNY Mellon November 1997 - May 2004
Skills
Project Management, Customer Service, Microsoft Office, Contract Negotiation, Management, Operations Management, Project Planning, Negotiation, Sales Management, Team Leadership
Education
Northeastern University
Babson College May 2014 - Present
BNY Mellon July 2008 - May 2014
Skills
Hedge Funds, Bloomberg, Asset Management, Mutual Funds, Equities, Data Analysis, Fixed Income, Analysis, Financial Modeling, Public Speaking, Securities
Education
Northeastern University 2009 — 2012
MBA, Business, Human Resource Management
St. Lawrence University 2004 — 2008
BS, Psychology
BNY Mellon September 2014 - Present
BNY Mellon June 2012 - Present
State Street January 2011 - May 2012
United Parcel Service September 2004 - December 2010
Sanahart International Sales June 2000 - September 2004
Education
Northeastern University
BS/BA, Finance
United Technologies May 2014 - Present
Pratt & Whitney June 2011 - Present
VWR International June 2010 - June 2011
Penn State Center for Supply Chain Research January 2010 - May 2010
BNY Mellon June 2009 - August 2009
Skills
Supply Chain Management, Strategy, Supply Chain, strategic sourcing, Purchasing, Continuous Improvement, SAP, Microsoft Excel, Global Sourcing, Six Sigma, Lean Manufacturing, VBA, Data Analysis, Online Marketing, E-commerce, Entrepreneurship, Data Modeling, Logistics, E-commerce SEO, Supply Chain..., Procurement, Management
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Supply Chain Management & Innovation Entrepeneurship
Villanova University 2013 — 2013
six sigma green belt certificate
Penn State University 2007 — 2010
Bachelor of Science, Finance
Raymond James Financial Inc. January 2012 - Present
Morgan Stanley Smith Barney April 2007 - March 2011
BBVA Compass October 2005 - February 2007
BNY Mellon August 1998 - May 2005
BNY Mellon August 1995 - August 1999
BNY Mellon December 1992 - August 1995
BNY Mellon March 1988 - December 1992
Skills
Mutual Funds, Wealth Management, Financial Analysis, Banking, Risk Management, Equities, Strategic Financial..., Investments, Asset Management, Portfolio Management
Education
Northeastern University 1992 — 1992
intermediate accounting, B+
Ming-Chuan University (Formerly Ming-Chuan College), Taipei, Taiwan 1974 — 1978
BA in Business Administration., International Trade, B+
BNY Mellon August 2007 - Present
BNY Mellon 1984 - 2012
The Boston Company 1984 - 2010
Skills
PMP, SDLC, Business Analysis, Project Management, Financial Services, Requirements Analysis, Vendor Management, Software Project..., Requirements Gathering, Management, Fixed Income
Education
Northeastern University
AS Business Admin
ABN AMRO Bank N.V. October 2014 - Present
RBS Securities October 2007 - October 2014
RBS Greenwich Capital October 2005 - September 2007
BNY Mellon February 1998 - September 2005
Skills
Leveraged Finance, Capital Markets, Securities, Loans, High Yield Bonds, Cross-border..., LBO, Fixed Income, High Yield, Portfolio Management, Corporate Finance, Investment Banking, Banking, Private Equity, Valuation
Education
Nyenrode University 1996 — 1997
Master of Business Administration (MBA)
Northern Arizona University 1987 — 1991
Bachelor of Science (BS)
BNY Mellon May 2012 - Present
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - April 2012
International Fund Services (Ireland) Ltd, A State Street Company February 2008 - August 2009
Investors Bank & Trust June 2006 - January 2008
Skills
Financial Services, Fund Accounting, Mutual Funds, Accounting, Alternative Investments, Financial Reporting, Bloomberg, Financial Analysis
Education
Northeastern University
MBA - Finance Degree Candidate at Northeastern University - D'Amore-McKim
Salem State College 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Tirana University
BNY Mellon Senior AssociateBNY Mellon2014 - Present
Education
Northeastern University
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
BNY Mellon July 2014 - Present
JPMorgan Chase November 2004 - July 2014
Skills
Account Management, Mutual Funds, Hedge Funds, Private Equity, Investments, Alternative Investments, Compliance, Project Management, Team Building, Banking, Financial Analysis, Risk Management, Strategic Financial...
Education
Northeastern University 2004 — 2005
Graduate Certificate, Financial Markets and Institutions
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Operations Management
Eaton Vance March 2013 - Present
Eaton Vance October 2012 - Present
Boston Advantage August 2010 - October 2012
BNY Mellon June 2012 - September 2012
BNY Mellon May 2010 - May 2012
BNY Mellon January 2009 - July 2009
Wellington Management January 2008 - August 2008
Skills
Investment Operations, Bloomberg, Fixed Income, Pricing, Securities, Investments, Financial Modeling, Asset Management, Bloomberg Terminal, Derivatives, Mutual Funds, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelors in Business Administration, Finance, Economics
Buckingham Browne & Nichols 1999 — 2005
Xerox November 2011 - Present
BNY Mellon August 1988 - November 2011
Education
Northeastern University
Stoneham High School
Accounting and Business/Management
Byfield Parish Church March 2010 - Present
State Street Bank July 1997 - February 2009
BNY Mellon June 1992 - May 1997
Skills
Account Management, Financial Reporting, Customer Relations
Education
Salem State College 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Northeastern University 1988 — 1989
Certificate in Finance, Finance, General
the Hampton Beach Casino Ballroom April 2012 - Present
BNY Mellon November 2013 - July 2014
Brown Brothers Harriman January 2013 - June 2013
Our Lady of Victories Primary School August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Northeastern University 2011 — 2016
Finance
Newburyport High School 2007 — 2011
High School Diploma
Goldman Sachs July 2013 - Present
BNY Mellon July 2011 - December 2011
R.F. Lafferty & Co., Inc. July 2010 - December 2010
Education
Northeastern University 2009 — 2012
BS, Finance, General
BNY Mellon February 2007 - Present
The 401(k) Company March 2006 - December 2006
Private Healthcare Systems November 2003 - March 2006
Skills
Financial Services, Mutual Funds, Asset Management, Process Improvement, Investments, Portfolio Management, Securities, 401k, Building Relationships, Microsoft Office, Retirement Planning, Risk Management, ERISA, Strategy, Retirement, Banking, Equities, Fixed Income, Strategic Planning, Nonprofits, Management, Project Management
Education
Northeastern University
RS Design and Communications September 2012 - Present
NeuroLogica April 2014 - November 2014
Fresenius Medical Care October 1998 - September 2012
RS Design and Communications December 1993 - September 1998
BNY Mellon October 1991 - November 1993
Skills
Adobe Creative Suite, Art Direction, Typography, Advertising, Branding & Identity, Graphic Design, Marketing, Integrated Marketing, Strategic Concept..., Creative Direction, Project Management, Art, Brochures, Illustration, Direct Mail, Social Media, Copywriting, Email Marketing, Corporate Identity, Marketing Communications
Education
Northeastern University
Bachelor of Science (BS), Marketing, Advertising, Communications
Northeastern University
Associate of Science (AS), Graphic Design and Visual Communications
Parsons School of Design
Concept and Design, Illustration
Charles River Development August 2014 - Present
JPMorgan Chase May 2012 - August 2014
BNY Mellon January 2008 - May 2012
BNY Mellon January 2005 - January 2008
Skills
Databases, Manage Client..., FTP, Microsoft SQL Server, Advantage Database..., Oracle SQL Developer, Client Relations Skills, Database Administration, SQL Server Management..., XML Schema, XML, SSRS, SQL, Client Relations, VBScript, Management, CRM
Education
Northeastern University 2005 — 2007
Graduate Certificate, Geographic Information Science and Cartography
State University of New York College at Cortland 1995 — 1999
BS, Geographic Information Science and Cartography
Souhegan High School
BNY Mellon August 2012 - Present
State Street February 2005 - August 2012
Deloitte February 2004 - February 2005
Education
Northeastern University 2006 — 2008
Master of Science (M.S.), Taxation
BNY Mellon November 2010 - Present
Evergreen Investments January 2006 - October 2006
Natixis April 2002 - June 2005
Skills
Performance Analysis, Performance Improvement, Instructional Design, Knowledge Management, Performance Consulting, Training Delivery, Financial Services, Business Analysis, Project Management, Business Process..., Business Process..., Business Process..., Change Management, Dog Training, ASTD, Global Custody, Corporate Trust, Transfer Agency, Best Practices
Education
Northeastern University
BNY Mellon June 2000 - Present
Dreyfus January 2000 - December 2005
Fidelity Investments March 1997 - June 2000
Skills
Asset Management, Sales Process, Sales Presentations, Alternative Investments, Multi-channel Marketing, Product Marketing, Multi Boutique Asset..., Client Relations Skills, Manage Client..., Consultative Selling..., Relationship Management, Building Relationships, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Equities, Series 7, Asset Allocation, Securities, Hedge Funds, Microsoft Excel
Education
Northeastern University 1993 — 1996
Bachelor of Science (BS)
BNY Mellon October 2010 - Present
Seven Hills Community Services May 2009 - May 2010
Northeastern University May 2009 - May 2010
Senior Aerospace Metal Bellows June 2008 - December 2008
African Assistance Center June 2006 - August 2006
Education
Northeastern University
Bachelor of Science, Mechanical Engineering
Blue Cross and Blue Shield of Massachusetts September 2014 - Present
Middlesex Savings Bank September 2012 - Present
BNY Mellon February 2014 - September 2014
Skills
Financial Analysis, Insurance, Financial Reporting, Process Improvement, Risk Management, Microsoft Office, Customer Service, Management, Leadership, Project Management, Training, Analysis, Microsoft Excel, Microsoft Word, Outlook, Business Analysis
Education
Northeastern University 2015 — 2017
Master’s Degree, Project Management
Northeastern University
Graduate Certificate in Financial Markets and Institutions, Finance and Financial Management Services
Northeastern University
Bachelor’s Degree, Business Administration and Management, General
BNY Mellon December 2007 - December 2013
Pricing Analyst January 2005 - December 2007
Skills
Financial Analysis, Management, Variance Analysis, General Ledger, Leadership, Cash Management, Quality Assurance, Training
Education
University of Phoenix
Master of Business Administration (M.B.A.), Global Management
Northeastern University
Bachelor of Science (B.S.), Communition Studies