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
Adecco Group September 2014 - Present
U.S. Rare Earths, Inc. September 2013 - April 2014
BNY Mellon May 2012 - August 2012
BNY Mellon May 2011 - August 2011
Logic International Consulting Group June 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Financial Modeling, Strategic Financial..., Competitive Analysis, Corporate Finance, Accounting, Sales, Management, Investments, Due Diligence, Account Reconciliation, Private Equity, Equities, Mutual Funds, Trading, Financial Planning, Economics, Oracle E-Business Suite, Oracle Financials, Oracle Reports
Education
Pace University 2009 — 2013
Bachelor's Degree, Finance and Management
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics, Business Management
EY September 2013 - Present
Pace University November 2011 - May 2013
BNY Mellon June 2011 - September 2012
Hewlett-Packard November 2008 - August 2010
Skills
Fast Learning, Analytical, Enthousiastic, Creative, Solution Oriented, Client Communication, Highly Adaptable, Teamwork, Adaptation, CRM, Collateral Management, Analytical Skills, Bloomberg, Financial Analysis, Equities, Solutions Marketing, Creative Problem Solving, Business Analysis, Financial Modeling, Forecasting, Financial Services, Bloomberg Terminal, Data Analysis, Corporate Finance
Education
Pace University 2010 — 2013
MBA, Financial Management
Universitatea „Politehnica” din București 2004 — 2009
BS, Electrical Engineering and Computers in French
Orion Systems Integrators, Inc. April 2014 - Present
BNY Mellon October 2012 - December 2013
MultiFonds March 2010 - October 2012
New York Life Investments, LLC March 2006 - January 2010
The Bank of New York December 1999 - March 2006
JP Morgan Chase June 1997 - December 1999
NYLIFE Distributors January 1991 - June 1997
Oppenheimer Capital 1989 - 1991
Skills
Global Markets..., Measurements, Mutual Funds, Hedge Funds, Equities, Fixed Income, Trend, Investments, Fund Accounting, Strategy, Alternative Investments, Financial Services, Process Improvement, Asset Management
Education
Pace University 1985 — 1989
BBA, Accounting and Taxation
J.P. Morgan 2011 - Present
Pershing, a BNY Mellon company 2010 - 2011
Pershing 2006 - 2010
BNY Mellon 2000 - 2006
BNY Mellon 1984 - 2000
EY 1982 - 1984
Skills
Series 7, Financial Reporting, Strategy, Mergers & Acquisitions, Financial Analysis, Banking, Finance, Strategic Financial..., Fixed Income, Forecasting, Management, Securities, Financial Services, Budgets, Series 24, Series 63, Leadership, Equities, Mergers, Financial Modeling, Business Planning, Corporate Finance, Capital Markets, Portfolio Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Pace University - Lubin School of Business
Bachelor's Degree, Public Accounting
University of Pennsylvania - The Wharton School
The Securities Industry Institute
ConnectOne Bank 2009 - Present
JP Morgan Chase June 1998 - May 2009
BNY Mellon June 1981 - June 1998
Skills
Commercial Lending, Lines Of Credit, Loans, Commercial Banking, Negotiation, Financial Analysis, Team Building, Mortgage Lending, Small Business Lending, Construction Loans, Credit, Finance, Retail Banking, Consumer Lending, Banking, Portfolio Management, Risk Management, Credit Analysis
Education
Pace University 1979 — 1984
BBA & MBA, Finance
BNY Mellon April 2003 - July 2014
Banco Latinoamericano de Exportaciones S.A. January 2001 - February 2002
Banco Comercial Portugues January 1989 - January 2001
Skills
Equities, Financial Analysis, Financial Services, Mutual Funds, Investments, Fixed Income, Financial Modeling
Education
Pace University 1993 — 1997
Bachelor's Degree, Finance and Financial Management Services, 3.1
AIG July 2014 - Present
BNY Mellon April 2012 - June 2014
Morgan Stanley January 2010 - March 2012
PricewaterhouseCoopers April 2005 - July 2009
PricewaterhouseCoopers September 2000 - April 2005
gellerco September 1998 - September 2000
Skills
Internal Controls, Auditing, CISA, SAS70, IT Audit, Risk Assessment, Financial Audits, Finance, GAAP, Enterprise Risk..., Sarbanes-Oxley Act, Business Process, Sarbanes-Oxley, Information Technology, IT Risk, Risk Mitigation, COSO, CRISC, SSAE 16, COBIT, External Audit, Information Security, SOX 404, Financial Risk, Hedge Funds, Visio, Assurance, Accounting, Third Parties, Third Party Vendor..., Access Control, Corporate Trust, Change Management, Financial Reporting, Financial Accounting, Databases, RACF, Top Secret, Financial Services, Risk Management
Education
Pace University 1996 — 2000
Bachelor of Business Administration, Public Accounting
Merion Wealth Partners, LLC 2010 - Present
BNY Mellon 1983 - 2010
Skills
Fixed Income, Alternative Investments, Investment Advisory, Investment Strategy, 401 K Plans, Retirement Planning, Retirement Plan..., Finance, Portfolio Management, Investment Strategies, 401k, Retirement, Financial Services
Education
Pace University - Lubin School of Business 1973 — 1976
MBA, Finance
Pace University 1968 — 1972
BBA, Economics
Fiserv June 2013 - Present
Columbia Bank January 2010 - May 2013
Standard Chartered Bank May 2007 - January 2010
HSBC January 2007 - May 2007
BNY Mellon June 2006 - January 2007
Union Bank April 2002 - April 2006
HighMark Capital Management January 2000 - April 2002
Skills
KYC, Policy, Software Documentation, Payments, Banking, Risk Management, Financial Risk, AML, Internal Controls, Due Diligence, Credit, Bank Secrecy Act, Financial Services, Internal Audit, OFAC
Education
Association of Certified Fraud Examiners 2014 — 2014
Certified Fraud Examiner
Association of Certified Anti-Money Laundering Specialists 2008 — 2008
Certified Anti-Money Laundering Specialist
Pace University
AAS, Banking
Citigroup May 2009 - Present
HSBC Securities October 2000 - September 2008
BNY Mellon 1998 - 2001
Citigroup January 1988 - September 1996
Skills
Ability to lead and..., Broad and deep credit..., Corporate Banking &..., Managerial experience, Risk Management, Portfolio Management, Financial Risk, Strategy, Financial Institutions, Structured Products, Management, Commodity, Financial Analysis, Finance
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Bridgewater Associates October 2013 - October 2014
BNY Mellon April 2001 - September 2013
Bank of America June 1998 - April 2001
ING Investment Bank May 1997 - February 1998
Skills
Batch/VB Script, MSSQL/PostGres, PHP, Powershell, Altiris, SMS, RIS/WDS, Active Directory, Operating Systems, SAN, SDLC, System Deployment, SCCM, Trading Systems, Contingency Planning, Networking, Windows, VMware, Enterprise Software, Integration, Vendor Management, Business Analysis, Disaster Recovery, Strategy, Consulting, Management
Education
Global Knowledge 2013 — 2013
N/A, VMWare, N/A
Learning Tree International 1999 — 2008
Pace University 2005 — 2007
N/A, Information Security Degree (18 graduate credits)
State University of New York at Albany 1993 — 1997
BA, Sociology
Online Security Certification 2015 — 2016
N/A, Ethical Hacking
U.S. Bank July 2015 - Present
BNY Mellon December 2012 - July 2015
BNY Mellon October 2010 - December 2012
BNY Mellon February 2007 - October 2010
The Reserve Funds February 2006 - February 2007
Thomson Reuters January 2005 - June 2005
Skills
Derivatives, Financial Services, Alternative Investments, Relationship Management, Fund Of Funds, Fixed Income, Investment Banking, Equities, Bloomberg, Equity Derivatives, Government Program, Sales, Certificate of Deposit, Commercial Paper, CDO, CLO
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration
BNY Mellon August 2001 - Present
SuperSpeed 2004 - December 2014
Digital Equipment Co. January 1997 - August 2001
Bank of Bermuda 1995 - December 1996
EEC Systems Inc 1991 - 1995
Metron Technology Ltd 1989 - 1991
Digital Equipment Corporation May 1984 - 1989
Solartron Schlumberger September 1981 - 1984
Skills
VMS, C, Macro32 assembler, BizLink, Unix, Device Drivers, SFTP, Connect Direct, SDLC, Java, MFT, Assembler, Networking, Automation, Encryption, Software Development, Disaster Recovery, Cluster, AIX, Solaris, Data Center, High Availability, Operating Systems, Hardware, Integration, Programming, Enterprise Software, IT Management, IT Strategy, Enterprise Architecture, Requirements Analysis, Software Project..., Data Migration, Shell Scripting, System Architecture, Solution Architecture
Education
Pace University 2012 — 2016
M.Sc Secure Software and Information Engineering
University of Leeds 1978 — 1981
B.Sc (Hons), Electrical and Electronic Engineering
BNY Mellon February 2013 - March 2013
BNY Mellon October 2007 - March 2012
BNY Mellon July 2001 - September 2007
The Bank of New York September 1995 - June 2001
Irving Trust Company October 1985 - August 1995
Skills
Accounts Payable, Inventory Management, Financial Analysis, Financial Reporting, Acquisition Tracking, Managing Others, Systems Integration, knowledge of..., Manage superior..., Problem Solving, Decision Making Ability, Purchase Order..., Management, Mergers, Accounting, Budgets, Integration, Finance, Risk Management, Vendor Management, Business Analysis, Mergers & Acquisitions, Change Management, Alternative Investments, Business Process..., General Ledger, Internal Controls, Portfolio Management, PeopleSoft, Executive Management, Investments, Corporate Finance, Project Management, Program Management, Financial Services, Process Improvement, Financial Modeling
Education
Pace University - Lubin School of Business 1988 — 1991
Bachelor of Business Administration (B.B.A.)
BNY Mellon November 2010 - Present
BNY Mellon June 2001 - November 2010
Skills
Management, Fixed Income, Mutual Funds, Equities, Fund Accounting, Securities, Financial Services, Accounting, Financial Analysis, Investments, Asset Management, Derivatives, Bloomberg, Financial Reporting
Education
Pace University 1974 — 1978
BBA, Accounting
BNY Mellon July 1996 - June 2014
Morgan Stanley December 1986 - April 1996
Skills
Purchasing, Procurement, Sourcing, Product Sourcing, Supplier Sourcing, Purchase Requisitions, Purchasing Supplies, Purchase Orders, Cost Reduction, Cost Control, Cost Management, Customer Service, Customer Satisfaction, Buyers, Purchasing Agents, Purchasing Processes, Process Improvement, Sustainable Procurement, PeopleSoft, PeopleSoft Financial, E-procurement, Purchase Management, Problem Solving, Problem Management, Problem Analysis, Cost Reporting, Supplier Diversity, Diversity Program..., Vendors, New Vendor Development, Vendor Relations, Vendor Management, Vendor Relationship..., Vendor Managed Inventory, Vendor Contracts, Supplier Negotiation, Bids, Bidding Process, Bid Preparation, Budget Management, Department Budgeting, Budget Process, Purchasing Negotiation, Procurement Contracts, Purchase Contracts, Contract Management, Contract Negotiation, Program Management, Cross-functional Team...
Education
Pace University
St. Joseph Hill Academy High School
HSBC April 2007 - Present
Globeop Financial Services 2005 - 2007
BNY Mellon 1998 - 2005
Skills
Fund Administration, Bloomberg, Fund Accounting, Hedge Funds, Fund Of Funds, Mutual Funds, Offshore Funds, Hedge Accounting, Internal Controls, Account Reconciliation, Budgets, Treasury Services, Variance Analysis, Financial Audits, Project Management, Risk Analysis, Public Speaking, Compliance, business presentation, Strategic Planning, P&L Analysis, Manage Client..., Due Diligence, General Ledger, Team Building, Valuation, Banking, Securities, Fixed Income, Swaps, Alternative Investments
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Economics, and Financial Management
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management Information Systems and Services
University of Lagos
Bachelor of Science (B.Sc.), Finance and Banking
BNY Mellon August 2015 - Present
Geller & Company September 2013 - July 2015
Pace University February 2011 - December 2014
AppNexus January 2012 - December 2012
Reeves Reed Arboretum 2011 - 2011
Skills
Microsoft Excel, Financial Audits, Accounts Payable, Philanthropy, QuickBooks, PowerPoint, Depreciation, Expense Reports, Accounts Receivable, Journal Entries, Ad Hoc Reporting, Account Reconciliation, Bank Reconciliation, US GAAP, Variance Analysis
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Summit Senior High School 2007 — 2010
WSYX ABC6 On Your Side August 2011 - November 2011
BNY Mellon October 2006 - December 2010
JPMorgan Chase March 2004 - October 2006
Bank One January 1998 - March 2004
Skills
Risk Management, Process Improvement, Finance, Strategic Planning, Cash Management, Leadership, Management, Auditing, Budgets, Investments, Accounting, Financial Services, Securities
Education
Otterbein University 1998 — 2002
Bachelor of Art
Columbus State Community College
Associate Degree
Retired and enjoying time to pursue personal interests and family May 2015 - Present
North Carolina Department of Public Instruction October 2014 - Present
BNY Mellon May 2011 - May 2013
BNY Mellon January 2009 - December 2010
BNY Mellon June 2004 - December 2008
The Bank of New York December 1999 - December 2004
The Bank of New York June 1994 - December 1999
BANKERS TRUST COMPANY July 1993 - June 1994
BANK OF AMERICAInstitutional Trust and Securities Services August 1990 - July 1993
SUNGARD DATA SYSTEMS August 1988 - August 1990
Skills
PMP, Process Improvement, Project Management, Requirements Analysis, Quality Assurance, Public Speaking, Sales Presentations, Testing, Product Demonstration, Global Custody, Financial Services, Securities, Securities Lending, Transfer Agency, Corporate Trust, Banking, Treasury Services, Risk Management, Mutual Funds, Fixed Income, CRM, Program Management, Equities, Relationship Management, Capital Markets, Analysis, Cross-functional Team..., Integration, Product Management, Management, Strategy, Back Office, Management Consulting, Business Development, Finance, Settlement, Hedge Funds, Derivatives, Leadership, Portfolio Management, Trading Systems, Corporate Actions, Bloomberg, Investment Banking, FX Options, Asset Management, Financial Markets, Investment Management, Series 7, Middle Office
Education
Pace University 1978 — 1983
MBA Program Graduate, Corporate Finance
Queens College 1973 — 1978
BA, Anthropology
The Bank of New York Mellon November 1986 - Present
The Bank of New York November 1986 - Present
BNY Mellon November 1986 - Present
Pneumo Abex Corporation July 1977 - November 1986
Skills
Securities, Fixed Income, Financial Services, Equities, SDLC, Risk Management, Portfolio Management, Derivatives, Business Analysis, Trading Systems, Back Office, Vendor Management, Capital Markets, IT Strategy, Requirements Gathering, Sybase, Requirements Analysis, Software Project..., Enterprise Architecture, Financial Analysis
Education
Valencia Community College 2007 — 2010
AS, Fine Arts
Pace University 1985 — 1990
CrediFi 2014 - Present
Contract Consultant 2010 - Present
New York University, Stern School of Business 2007 - 2009
MERIDIAN CAPITAL GROUP March 2004 - September 2006
Clark Brands, LLC May 2001 - February 2004
BNY Mellon March 2000 - March 2001
REPUBLIC NEW YORK CORPORATION (now HSBC), New York, NY September 1992 - March 2000
Skills
Analysis, Analytics, Business Analysis, Portfolio Management, Finance, Credit, Financial Modeling, Financial Analysis, Business Strategy, Competitive Analysis, Project Management, Business Process..., SQL, Project Planning, Mortgage, Financial Research, Customer Acquisition, R, Mortgage Lending
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Pace University 2005 — 2006
Biology, Chemistry
Yeshiva University 1987 — 1991
BS, Finance
UBS Wealth Management December 2012 - Present
Credit Suisse April 2006 - December 2012
BNY Mellon January 1986 - March 2006
Education
Pace University 1977 — 1983
Bachelor of Science (BS), Finance
Federal Reserve Bank of Boston February 2013 - Present
BNY Mellon April 2005 - February 2013
Navient Corporation December 2004 - April 2005
PRTM May 1999 - September 2004
W.A. Wilde November 1997 - April 1999
Skills
Java, Hibernate, Oracle, SQL, JavaScript, JSP, Struts, Spring MVC, Servlets, AJAX, jQuery, Web Services, Visual Basic, VBScript, ASP, Object Oriented Design, Database Design, CSS, JAXB, JUnit, Unit Testing, Crystal Reports, Jasper Reports, XML, ZK Framework, HTML, Access, Fiddler, RAD, Eclipse, NetBeans, Websphere, Resin, Subversion, Visual SourceSafe
Education
Pace University 2011 — 2014
Master's degree, Computer Science
Moscow State University of Civil Engineering (MSUCE former MISI) 1975 — 1982
Bachelor's degree, Civil Engineering
BNY Mellon 2014 - Present
GE Capital April 2009 - August 2012
GE February 2007 - April 2009
Citi August 2005 - February 2007
Citi November 2002 - August 2005
Citi January 2001 - November 2002
Citi February 1998 - January 2001
Citi October 1994 - February 1998
Skills
Vendor Management, Leadership, Process Improvement, Outsourcing, Change Management, Strategic Planning, Financial Services, P&L Management, Financial Analysis, Program Management, Contract Negotiation, Relationship Management, Strategic Partnerships, Executive Management, Operations Management, Credit Cards, Financial Risk, Business Strategy, Compliance, Banking, Training, Start-ups, Customer Service, Recruiting, Mergers & Acquisitions, Treasury Services, Financial Regulation, New Business Development, Cross Functional Team..., Performance Management, Project Management, User Experience, Restructuring, Cash Management, Problem Solving, Entrepreneurship, Business Networking, Six Sigma, Call Center Operations, Professional Networking, CAMS, AML, Know Your Customer (KYC), Due Diligence, Suspicious Activity..., FINRA Arbitration, OFAC, Bank Secrecy Act, USA PATRIOT Act, Escheatment
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional (CCRP®), Regulatory Affairs within Global Banking
University of Phoenix 2011 — 2017
Doctorate of Management, Organizational Leadership
Villanova University 2013 — 2013
Master Certificate in Lean Enterprise Solutions, Concentration in Financial Services
University of Phoenix 2003 — 2006
MBA, Marketing Management
University of Bridgeport 1995 — 1999
Bachelor's degree, Marketing Management
J.P. Morgan April 2007 - Present
BNY Mellon May 2006 - April 2007
BNY Mellon July 1994 - May 2006
BNY Mellon December 1989 - July 1994
Chemical Bank July 1984 - December 1989
Chemical Bank October 1980 - July 1984
Chemical Bank July 1976 - October 1980
Skills
Corporate Finance, Fixed Income, Credit Analysis, Financial Modeling, Derivatives, Finance, Credit Risk, Cash Management, Financial Services, Financial Markets, Due Diligence, Structured Finance, Commercial Banking
Education
Pace University - Lubin School of Business 1996 — 2000
Master of Business Administration (MBA), Accounting
Pace University
Bachelor of Business Administration (BBA), Accounting
People's United Bank January 2011 - Present
BNY Mellon March 1986 - October 2010
Bank of New York Mellon 1986 - 2010
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Investments, Mortgage Lending, Credit, Cash Management, Asset Based Lending, Asset Management, Banking, Commercial Mortgages, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Finance, Financial Analysis, Financial Services, Fixed Income, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Series 63, Wealth Management, Branch Management, Securities, AML, Treasury Management
Education
Pace University
Finance
Deutsche Bank April 2014 - Present
UBS December 2013 - February 2014
BNY Mellon November 2012 - May 2013
Commerzbank AG May 2007 - May 2012
CITIGROUP June 2005 - May 2007
Consulting (Citigroup/Deutsche Bank/HSBC) November 2001 - June 2005
JPMorgan Chase June 1998 - November 2001
CONSULTING (JP Morgan Chase) December 1996 - June 1998
Skills
Analytics, Financial Analysis, Strategic Financial..., Month End Close, Year-end Close, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, SQL, Adobe Acrobat Pro, Fixed Income, Adobe Acrobat, Finance, Derivatives, Capital Markets, Equities, FX Options, Treasury, Trading, Equity Derivatives, Valuation, Securities, Back Office, Options, Financial Services, Portfolio Management, Credit Derivatives, Accounting, Financial Planning
Education
Pace University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting, 3.1
BNY Mellon July 2011 - Present
LexisNexis Group January 2011 - June 2011
Lexis Nexis August 2008 - April 2010
Morgan Stanley April 2010 - 2010
Consulting Sevices September 2008 - July 2009
The Hartford- Hartford Life Insurance March 2007 - August 2008
Wells Fargo Home Mortgage February 2006 - March 2007
IBM/Firemans Fund Insurance July 2005 - January 2006
American Express December 2003 - June 2005
ORBIS International September 2003 - November 2003
Education
PMI
Project Management Professional (PMP)
Pace University
MBA, Information Systems & International Business
University of Technology
BSc, Computer & Management Studies
Prudential Financial April 2015 - Present
BNY Mellon July 2013 - April 2015
UBS Investment Bank June 2007 - July 2013
Lehman Brothers 1996 - 2006
Lehman Brothers- Japan 1997 - 2001
J.P. Morgan 1993 - 1997
Skills
Fixed Income, Finance, FX Options, Investment Banking, Leadership Development, Derivatives, Accounting, Change Management, Team Leadership, Fundraising, Management, Capital Markets, Equities, Leadership, Hedge Funds, Bloomberg, Risk Management, Financial Modeling, Valuation, Performance Management, Competitive Analysis, Financial Risk, Commodity, Equity Derivatives, Product Control, Business Analysis, Corporate Finance, Financial Analysis, Interest Rate..., Credit Derivatives, Structured Products, Auditing, FX, Bonds, Emerging Markets, Financial Reporting, Private Equity, Portfolio Management, Mergers & Acquisitions, Rates, Trading, Managing Start-ups, Turn Around Management, Business Planning, Forecasting, Expense Management, Structured Finance, Financial Markets, Alternative Investments, Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Organizational Management, 3.4
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Public Accounting and Political Science, 3.4
St. Peter's Prep 1983 — 1986
General, General Studies
AIG November 2014 - Present
Instinet Incorporated November 2013 - November 2014
Grant Thornton LLP October 2010 - November 2013
Grant Thornton LLP October 2007 - October 2010
BNY Mellon July 2007 - August 2007
Pace University October 2005 - May 2007
Strategic Planning Group of MetLife 2006 - 2006
Skills
Auditing, Finance, Accounting, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Assurance, Financial Accounting, Financial Statements, Internal Controls, Process Improvement, Training, Investments
Education
Pace University - Lubin School of Business 2005 — 2009
BBA/MBA, Accounting
Pace University
Master of Business Administration (M.B.A.), Accounting
Morgan Stanley September 2015 - Present
JPMorgan Chase September 2013 - May 2015
BNY Mellon August 2004 - September 2013
Skills
Mutual Funds, ETFs, Fund Accounting, Derivatives, Hedge Funds, Asset Allocation, Equities, Fixed Income, Alternative Investments, Bloomberg, Fund Administration, Bloomberg Terminal, Asset Management, Corporate Actions
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelors, Finance
BNY Mellon August 2014 - Present
BNYMellon October 2012 - July 2014
BNY Mellon April 2001 - October 2012
Skills
Proficient in InDesign, Portfolio Management, Equities, Strategic Planning, Budgets, Financial Analysis, Banking, Credit, Management, Project Portfolio..., SDLC, Business Continuity, Risk Management, Business Analysis, Disaster Recovery, Analysis, Data Analysis, Project Management, Cash Management, AML, Microsoft Word, Financial Services, Vendor Management, Financial Risk, Product Management, Payments, Microsoft Office, Software Project..., Integration, Fixed Income, Relationship Management, IT Strategy, ITIL, Lotus Notes, Process Improvement, Derivatives, Requirements Gathering, Corporate Actions, Securities, Back Office, PMP, PMO, Financial Modeling, Business Process..., Operational Risk, Treasury Management, Business Requirements, Anti Money Laundering
Education
Pace University 2004 — 2007
Master of Science, Computer Science
Queens College 2000 — 2004
Bachelor of Science, Computer Science
Primerica Financial Services June 2012 - Present
Bank of New York Mellon Trust, NA 1983 - March 2011
BNY Mellon 1983 - 2011
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Accounting
JPMorgan Chase & Co. July 2015 - Present
WX Women Executives in Real Estate 2011 - Present
Real Estate Lenders Association 1993 - Present
SunTrust Bank August 2013 - July 2015
SAGA Alternative Investment Management Company LLC September 2012 - June 2013
ING Real Estate Finance April 2007 - September 2012
Bank of America June 2003 - April 2007
BNY Mellon 1996 - 2002
CALYON-CREDIT AGRICOLE CIB 1988 - 1996
Sentinel Real Estate 1984 - 1988
Skills
Client Development, Marketing, Portfolio Management, Asset Managment, Real Estate Financing, Risk Management, Credit Risk, Real Estate Lending, Board Development, Board Governance, Debt Restructuring, Debt Management, Strategy, Construction Loans, Commercial Mortgages, CMBS, Management, Finance, Property Management
Education
ING - Leadership Training 2010 — 2012
Calyon/Credit Lyonnais - Bank Credit Training Program 1990 — 1991
Pace University - Lubin School of Business 1978 — 1982
MBA/BBA, Accounting, English and Information Systems
First Eagle Investment Management November 2014 - Present
BNY Mellon February 2011 - August 2014
HSBC Securities December 2009 - December 2010
Brown Brothers Harriman April 2007 - November 2009
Skills
Mutual Funds, Equities, Hedge Funds, Settlement, Portfolio Management, Corporate Actions, Fixed Income, Securities, Alternative Investments, Derivatives, Financial Services, Capital Markets, Asset Management, Series 7, Investments, Foreign Exchange, Structured Products, Bloomberg, Risk Management
Education
Pace University 2000 — 2004
BA, Marketing
Saint Saviour High School 1996 — 2000
BNY Mellon 2014 - Present
Computershare 2012 - 2013
The Bank of New York Mellon 1999 - 2011
Skills
Financial Services, Corporate Actions, Securities, Fixed Income, Equities, Mutual Funds, Escrow, Asset Management, Relationship Management, Banking, CRM, Series 7, Back Office, Financial Risk, Portfolio Management
Education
Pace University
BNY Mellon December 2013 - Present
BNY Mellon September 2010 - Present
BNY Mellon September 2010 - Present
NRIS January 2005 - August 2010
Herbalife International 2000 - 2004
Sonata Software 1999 - 2004
Skills
Microsoft SQL Server, SDLC
Education
CBIT 1992 — 1996
Osmania University 1992 — 1996
V.V High School
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
elasticplanet September 2015 - Present
VNL Consulting LLC November 2011 - February 2015
American Stock Transfer & Trust Co LLC March 2010 - December 2011
Canadian Stock Transfer Company November 2010 - November 2011
EMC September 2009 - March 2010
BNY Mellon July 2007 - July 2009
The Bank of New York December 2004 - July 2007
The Bank of New York May 2000 - November 2004
SAIC April 1999 - May 2000
The Bank of New York January 1988 - April 1999
Skills
Vendor Management, Disaster Recovery, Project Management, PMP, Data Center, Cloud Computing, Executive Management, SDLC, Project Portfolio..., Program Management, Team Leadership, Virtualization, Budgets, VoIP, SAN, Citrix, VDI, Agile Project Management, VMware, Due Diligence, Storage Area Networks, Load Balancing, Image Processing, Middleware, Technology Integration, Web 2.0, Visionary, Workflow, Messaging, Riverbed, FileNet, Documentum, Data Network, M&A due diligence, Business Integration, Product Rationalization, Project Execution, MS Office Suite, IVR, IBM MQSeries, F5, Voice Networks, Mentoring, Speaking Engagements, Conference Speaking, Budget Preparation, Budget Oversight, Integration, IT Management, CRM
Education
Pace University - Lubin School of Business 1984 — 1991
BBA
Anomaly August 2015 - Present
EmblemHealth 2011 - 2015
Viacom 2008 - 2011
BNY Mellon 2008 - 2008
Morgan Stanley 2003 - 2004
Skills
Financial Analysis, Microsoft Excel, Analysis, Financial Accounting, Corporate Finance, Microsoft Office, Financial Reporting, Financial Modeling, Finance, Sarbanes-Oxley Act, PowerPoint, Data Analysis, Social Media, Regulatory Compliance, Hyperion Enterprise, PeopleSoft, Databases, Economics, Access, SharePoint, Data Warehousing, SQL, Pivot Tables, General Ledger, DNB, Citrix, Account Reconciliation, Forecasting, SEC filings, Internal Audit, US GAAP, Process Improvement, Cash Management, Auditing, Visio, Analytics, QuickBooks, Sarbanes-Oxley, Business Analysis, JDE Enterprise One, JD Edwards, Risk Management, Vlookup, Accounting, Leadership, Management, Public Speaking, Budgets, Event Planning
Education
Pace University - Lubin School of Business 2006 — 2008
MBA
Pace University - Lubin School of Business
BBA
UGE March 2010 - Present
Moody's Corporation February 2007 - March 2008
BNY Mellon November 2006 - February 2007
Romi Restaurant Group October 2003 - October 2006
Skills
NetSuite, QuickBooks, Bookkeeping, Financial Accounting, Account Management, Accounts Payable, Accounts Receivable, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 1997 — 2002
Bachelor of Business Administration (BBA), Business Management
St Francis Xavier 1993 — 1997
High School, General Studies
BNY Mellon August 2015 - Present
JPMorgan Chase April 2014 - August 2015
BNY Mellon July 2011 - April 2014
Bank of New York Mellon July 2006 - July 2011
Skills
Bloomberg, Equities, Fund Accounting, ETFs, Fixed Income, Fund Administration, Derivatives, Corporate Actions, Financial Services
Education
Pace University 2002 — 2006
Bachelors of Business Administration, Finance, Economics
Newton Capital Management May 2012 - Present
Morgan Stanley Investment Management April 1997 - January 2012
Morgan Stanley Investment Management April 1997 - November 2001
BNY Mellon June 1995 - April 1997
BERNER & BERNER, P.C. June 1993 - June 1995
Skills
Alternative Investments, Fixed Income, Hedge Funds, Mutual Funds, Due Diligence, Equities, Asset Managment, Portfolio Management, Derivatives, Securities, Fund Administration, Investments, Bloomberg, Trading, Valuation, Capital Markets, Middle Office, Emerging Markets, Financial Markets, Back Office
Education
Pace University 1992 — 1995
BBA, Lubin School of Business, Financial Accounting
College of Commerce, St. Petersburg, Russia
BBA, Economics
GoldenTree Asset Management January 2015 - Present
BNY Mellon March 2014 - December 2014
BNY Mellon January 2013 - March 2014
The Bank of New York Mellon July 2011 - January 2013
Thompson Pension Employee Plans February 2010 - July 2011
Pace University August 2007 - April 2011
AXA Equitable December 2009 - February 2010
Skills
Teamwork, Financial Analysis, Research, Operations, International Management, Customer Service, Bloomberg, Mutual Funds, Hedge Funds, Finance, Accounting, Portfolio Management, Bloomberg Terminal, Financial Statements, Financial Accounting, Microsoft Office, Analysis, Spanish, Account Reconciliation, Alternative Investments, Lotus Notes, Corporate Finance, Team Building, Equities, Fixed Income, Securities, Investments, Valuation, Financial Services, Financial Modeling, Derivatives, Asset Management, Pivot Tables, Banking, Fund Accounting, Microsoft Excel, Bonds, PowerPoint, Options, Financial Markets, Structured Finance, Global Custody, Private Equity, Process Improvement, Financial Risk, Fund Of Funds, PeopleSoft
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance and International Management, Concentration: Latin America
Pace University-New York 2007 — 2011
BA, Spanish
Universitat d'Alacant 2009 — 2009
Spanish
Jefferies December 2014 - Present
BNY Mellon January 2007 - November 2014
BNY Mellon January 2007 - November 2014
Pace University September 2005 - April 2007
Pace University Tutorial Center September 2005 - April 2007
SIAC June 2006 - December 2006
Industry Automation Corp June 2006 - December 2006
Skills
Analysis, Valuation, Financial Analysis, Management, Training, Mutual Funds, Hedge Funds, Asset Management, Bloomberg, Business Analysis, Derivatives, Equities, Alternative Investments, Fixed Income, Options, Securities, Trading
Education
Pace University 2003 — 2007
BBA, Mathematics; Finance; Management Science
Pace University, Lubin School of Business New
Bachelor, Business Administration; Management Science and Finance
Madame Tussauds New York June 2015 - Present
Paragon April 2013 - Present
Bizerba USA Inc. September 2011 - April 2013
BNY Mellon November 2005 - December 2009
Roundarch Isobar July 2005 - September 2005
Skills
SAP, Microsoft Applications, Excel Pivot, Vlookup, General Ledger, Account Reconciliation, Bank Reconciliation, Accounts Payable, Financials, Accounting, Financial Analysis, Microsoft Office, Tax, Auditing, Financial Statements, Journal Entries, Management, Microsoft Excel
Education
Pace University 2001 — 2005
Bachelor's degree, Finance, General
Western Connecticut State University
Vornado Realty Trust November 2011 - Present
Ernst & Young September 2008 - October 2011
BNY Mellon January 2006 - August 2008
PwC June 2007 - July 2007
Skills
Financial Modeling, Auditing, Finance, Internal Controls, Due Diligence, Accounting, Financial Analysis, Forecasting, Private Equity, Financial Reporting, Internal Audit, General Ledger, Microsoft Excel, Financial Statements, Financial Accounting, Bloomberg Terminal, Valuation, US GAAP, GAAP, Sarbanes-Oxley Act, Bloomberg, Asset Managment, Variance Analysis, Asset Management
Education
Pace University - Lubin School of Business 2004 — 2009
MBA, Accounting / Finance
Cathedral Prep. - High School 2000 — 2004
Regents Diploma with Honors
Holy Cross - Elementary 1986 — 2000
BNY Mellon October 1988 - August 2013
The Bank of New York Mellon 1988 - August 2013
Shearson,Lehman,Hutton July 1978 - September 1988
United States Air Force June 1974 - September 1978
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, Banking, Financial Risk, Capital Markets, Mutual Funds, Business Continuity, Financial Services, Securities, Governance, Data Center, Process Improvement, Vendor Management, Enterprise Architecture, Project Management, SDLC, Risk Management, IT Management, PMO, Integration, Financial Analysis, Outsourcing, Program Management, Disaster Recovery, Financial Markets, IT Strategy, Management, Information Security, ITIL, Relationship Management, Electronic Trading, Operational Risk..., FX Options, AML, Operational Risk, Bonds, Investment Banking
Education
Pace University 1979 — 1982
Information Technology
University of Guam 1976 — 1977
Management Information Systems, General
BNY Mellon December 2012 - Present
Pershing, a BNY Mellon company June 2004 - December 2012
Bear Stearns & Company September 1996 - June 2004
Crum & Forster Enterprise February 1988 - April 1992
First Fidelity Bank March 1987 - March 1988
First National State Bank August 1983 - March 1987
Skills
Risk Management, Financial Analysis, Customer Service, Business Analysis, Strategic Planning, Public Speaking, Data Analysis, Team Building, Change Management, Software Development, Event Management, Engineering, Continuous Improvement, ITIL, Knowledge Management, Leadership, Team Leadership, Leadership Development, Project Management, Quality Assurance, Quality Management, Quality Control, Software Quality..., V&V, Management
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1985 — 1987
Engineer's Degree, Information Technology
Wheaton College 1979 — 1983
Bachelor of Business Administration (BBA), Economics
BNY Mellon December 1995 - Present
Skills
Banking, Portfolio Management
Education
Pace University - Lubin School of Business 1984 — 1992
AAS and BBA, Major in Marketing, minor in Banking
Woltcom Services Inc. – Verizon communication December 2014 - January 2015
Retreat At Umatilla September 2014 - November 2014
BNY Mellon May 2011 - March 2014
Walt Disney Parks and Resorts Online 2007 - 2014
BB&T November 2010 - May 2011
Weiser Capital Management April 2010 - August 2010
Charles Schwab November 2006 - April 2010
Bank of New York Mellon September 2002 - November 2006
United States Trust Company Of New York May 1998 - September 2002
Skills
Account Reconciliation, Accounting, Finance, Portfolio Management, Training, Trade Support, Financial Services, Investments, Mutual Funds, Securities, Trading, Insurance, Bonds, Financial Risk, Customer Service, Management, Banking, Financial Analysis, Equities, Fixed Income, Leadership, Microsoft Office, Public Speaking, Relationship Management, Microsoft Excel, Accounts Payable, Team Building
Education
Pace University 1981 — 1985
Bachelor's degree, Finance, General
Pace University 1981 — 1985
Pace University 1981 — 1985
Pace University-New York 1981 — 1985
Associate's Degree, Accounting and Finance
Pace University 1981 — 1984
Bachelor's degree, Accounting and Finance
LearnVest, Inc. May 2013 - Present
Razorfish January 2013 - April 2013
BNY Mellon February 2012 - December 2012
Lab49 November 2010 - February 2012
Doshi Diagnostic December 2009 - November 2010
TheMarkets.com October 2008 - November 2010
Mimeo.com February 2007 - May 2008
EPAM Systems 2008 - 2008
EPAM Systems 2008 - 2008
Random Walk Computing April 2006 - February 2007
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Talent Management, Sourcing, Employee Relations, Human Resources, Interviews, Internet Recruiting, Benefits Negotiation, Training, Screening, Performance Management, Leadership, Employee Benefits, Personnel Management, Management, Hiring, Start-ups
Education
Latvian State University. Riga
Finance/MIS
Pace University
Bank of America Merrill Lynch March 2015 - Present
TEKsystems March 2015 - Present
Bank of Tokyo-Mitsubishi UFJ October 2013 - December 2014
INSYS Group, Inc. March 2013 - December 2014
Bank of Tokyo-Mitsubishi UFJ March 2013 - October 2013
TechnoDyne LLC April 2011 - July 2011
BNY Mellon April 2011 - July 2011
Credit Suisse , USA October 2007 - April 2009
Credit Suisse , Dubai January 2005 - October 2007
Alliance Global Services ( Formerly - Fusion Technologies India Pvt. Ltd ) May 2003 - December 2004
Skills
Disaster Recovery, Security, Data Center, Risk Mitigation, Vendor Management, Business Continuity, IT Governance, IT Strategy, IT Operations, IT Management, Visio, Integration, ITIL, Risk Management, Governance, Software Documentation, Process Improvement, Management, Servers, Databases, Project Management, SDLC, CRM, Information Security, Information Technology, IT Audit, Analysis, Strategy, ERP, Testing, Team Leadership, Risk Assessment, PMP, Cross-functional Team..., Requirements Analysis, Information Security..., Enterprise Architecture, Business Analysis, Project Portfolio..., Solution Architecture, Business Intelligence
Education
National Institute of Information Technologies 1992 — 1997
Graduate NIIT, Systems Management
Osmania University 1989 — 1992
Bachelor of Science
United States Postal Service May 2014 - September 2015
Emmet & Co. February 2008 - January 2014
BNY Mellon November 1987 - January 2008
Skills
Back Office, Trading, Corporate Actions, DTC, Banking, Business Analysis, Risk Management, SDLC, Vendor Management, Process Improvement, Financial Services, Outsourcing, Account Reconciliation, Accounting, Requirements Gathering, Management, Financial Analysis
Education
Pace University 1980 — 1985
Bachelor’s Degree, Management Information Systems, General
JPMorgan Chase November 2012 - Present
Credit Suisse May 2011 - November 2012
Pride Technologies June 2010 - April 2011
Pride Technologies January 2010 - June 2010
BNY Mellon April 2002 - October 2009
JPMorgan Chase November 1996 - March 2002
The Bank of New York August 1994 - October 1996
Skills
SMTP, Sendmail, Unix, Disaster Recovery, Symantec Cloud, DLP, RFC5321, DMARC, SPF, DKIM, Servers, Technical Support, Infrastructure, Blackberry Enterprise..., IT Strategy, Networking, Lotus Notes, ITIL, Vendor Management, IT Management, Databases, Data Center, SDLC, Enterprise Architecture, System Deployment, Integration, IT Service Management, Virtualization, Mobile Devices, Active Directory, Microsoft Exchange, Cloud Computing, VMware, Security, Business Continuity, Windows Server, DNS, Citrix, System Administration, Network Security, Service Delivery, Information Security, Operating Systems, SharePoint, VMware ESX, Visio, SAN, Storage, Troubleshooting
Education
Pace University
BA, Management Information Systems
Bank of America Merrill Lynch May 2014 - Present
BNY Mellon 2007 - Present
Skills
Financial Reporting, Financial Modeling, Risk Management, Internal Audit, Business Analytics, Project Management, Financial Controls, Operational Controls, Regulatory Reporting, Regulatory Analysis, Compliance, SOX Testing, Business and Systems..., Global Human Resources..., Financial Systems..., Vendor Finance, Procurement, Business Process..., Corporate Communications, Internal Controls, Internal & External..., Account Management, PeopleSoft, Access Database, Blackline, SharePoint, Team Building, Team Leadership, Team Management
Education
Université d'Avignon et des Pays de Vaucluse 2000 — 2000
French Lang, French Language Diploma
Pace University 1996 — 1999
Bachelor, Business Administration; General Business; Finance
Machon Gold Child Education 1993 — 1994
Associate's Degree, Child Education, Language, Philosophy
MorganFranklin Corporation November 2011 - Present
BNY Mellon March 2009 - November 2011
Freddie Mac December 2008 - February 2009
The Queen's University of Belfast January 2008 - September 2008
Harte-Hanks June 2007 - February 2008
Harris Corporation April 2007 - June 2007
Various November 1999 - February 2007
Skills
Process Improvement, Business Intelligence, Oracle, CRM, Finance, Project Planning, Accounting, PeopleSoft, Data Warehousing, ERP, Management, Business Process, Business Analysis, Integration, Accounts Payable
Education
Oxford Brookes University
MBA
University of West London
BS
BNY Mellon August 2012 - Present
Skills
Leadership Development, Project Execution, Global Management, Mergers, Middle Office, Contract Negotiation, Revenue Management, Business Management, Management, Revenue Analysis, Treasury Management, Cash Management, Leadership, Settlement, Securities Lending, Financial Services, Project Management, Equities, Back Office, Mergers & Acquisitions, Capital Markets, Banking, Risk Management, Fixed Income, Funding, Emerging Markets, Investments, Strategy, Investment Banking, Hedge Funds, Bloomberg, Cash, Electronic Trading, Securities, FX Options, Derivatives, Product Management, Asset Management, Alternative Investments, Collateral Management, Trading, Asset Managment, Financial Analysis, Trading Systems, Portfolio Management, Swaps, Financial Markets, Prime Brokerage, Business Analysis, Business Strategy
Education
Pace University - Lubin School of Business 1978 — 1983
BBA , Marketing/Marketing Management, General
Fidelity Investments June 2012 - Present
BNY Mellon 2008 - 2012
State Street Corporation/IBT 2001 - 2008
Keane Inc 1995 - 2001
Skills
Enterprise Application..., Project/program..., Operations Management, Process Improvement, People Management, Vendor Management, Team Leadership, Training & Development, Performance Tuning, Technology Outsourcing, Cloud Computing, Database design and..., Enterprise Service Bus, Program Management, Management, Business Process..., Software Development
Education
TexasTech University 1992 — 1995
Master's Degree in Engineering, Engineering
Osmania University 1987 — 1991
Bachlor's degree, Civil Engineering
ASCAP March 2014 - Present
Barclays August 2011 - March 2014
Credit Suisse September 2008 - August 2011
Goldman Sachs June 2007 - September 2008
UBS June 2006 - May 2007
BNY Mellon March 2005 - May 2006
Morgan Stanley August 2004 - February 2005
Skills
Management, Project Management, Leadership, Business Analysis, SQL, Program Management, Team Leadership, Business Development, Change Management, Data Warehouse..., Hadoop, Business Intelligence, Big Data Analytics, ETL, Data Analysis
Education
Osmania University 1992 — 1995
Western Union March 2013 - Present
BNY Mellon March 2012 - February 2013
Fidelitry Investments August 2011 - February 2012
M&T Bank 2008 - 2008
State Street Bank 2006 - 2007
Skills
Vendor Management, PMP, Business Process..., Business Analysis, SDLC, Risk Management, Software Project..., Recruiting, Process Improvement, Agile Methodologies
Education
South Dakota State University 1989 — 1993
Master's degree, Agronomy and Crop Science
Osmania University 1971 — 1974
Bachelor's degree, Physical Sciences
BNY Mellon June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon March 2008 - September 2012
Credit Suisse January 2006 - November 2007
Deutsche Bank December 2000 - December 2005
Deutsche Bank 2000 - 2005
Bankers Trust/Deutsche Bank 2000 - 2005
Prudential Assurance September 1997 - November 2000
UBS Investment Bank February 1987 - August 1997
Skills
Financial Analysis, Forecasting, Risk Management, Finance, Accounting, Analysis, Capital Markets, Budgets, Banking, Financial Risk, Fixed Income
Education
Pace University 1989 — 1993
MBA, Finance
Daiwa Capital Markets October 2013 - Present
BNY Mellon April 2012 - September 2013
JPMorgan Chase July 2011 - April 2012
Pershing May 2008 - July 2011
Lehman Brothers June 2006 - June 2008
Skills
IT Audit, Auditing, CISA, Capital Markets, Equities, Internal Audit, Series 7, Series 63, Operational Risk..., Sarbanes-Oxley Act
Education
Pace University 2005 — 2006
Master of Science (M.S.)
Financier Patisserie May 2014 - Present
Edward I. Mills and Associates, Architects September 2013 - May 2014
Greenhouse Holistic March 2012 - September 2013
MoMA July 2006 - March 2012
The Museum of Modern Art February 2004 - July 2006
BNY Mellon June 2000 - February 2004
Wit Capital March 1999 - May 2000
Court TV March 1997 - March 1999
Skills
Museum Collections, Art, Museums, History, Accounts Payable, Accounts Receivable, QuickBooks, paychex, ADP Payroll, Payroll, Solomon, Travel Arrangements, PeopleSoft, Microsoft Excel, Calendar Planning, 1099 Preparation, Employee Benefits, Outlook, Client Billing, Receptionist Duties, Administrative..., Train New Employees, New Hire Orientations, Budgets, Vendor Relationships, Data Analysis, Coordinating Events, Meeting Planning, Multi Tasking, Screening Resumes, Customer Service, Expense Reports, Nonprofits, Accounting, Social Media, Bank Reconciliation, Analysis, Administrative..., Event Planning
Education
Pace University 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Major Financial Services Firm 2013 - Present
BNY Mellon 2009 - 2012
BNY Mellon 2006 - 2009
The Bank of New York 1996 - 2006
The Bank of New York 1993 - 1996
Gotham Computer Services Inc. 1993 - 1993
Tekmark Global Solutions 1989 - 1993
Skills
Risk Management, Systems Development..., PMP, Basel II, SDLC, Credit Risk, Operational Risk, Information Security..., IT Infrastructure..., Business Recovery..., SOX Compliancy, SAS70, FFIEC, Security and..., IT Risk Management, Disaster Recovery, Governance, Sarbanes-Oxley Act, ITIL, Network Security, Information Technology, Security, Business Continuity, Software Development, Information Security, Program Management, Financial Risk, Project Management, IT Management, Financial Services, Change Management, Data Warehousing, Data Center, PMO, Integration, IT Strategy, Enterprise Architecture, Infrastructure, Cross-functional Team..., Business Analysis, Visio, IT Operations, IT Service Management, Enterprise Risk..., Outsourcing, Strategy, Business Process, IT Audit, COBIT, Requirements Gathering
Education
Pace University 2007 — 2009
Master of Science (MS), Internet Technology
Pace University 2006 — 2007
Certificate, Security and Information Assurance
Chubb Institute
Certificate in Data Processing
BNY Mellon February 2009 - Present
Bank of New York Mellon February 2005 - February 2009
Bear Stearns September 1996 - June 2004
Skills
Disaster Recovery, Leadership, Management, CICS, Program Management, Customer Service, Process Improvement, Strategic Planning
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1986 — 1987
Computing Degree, Computer Programming
Wheaton College 1979 — 1983
Bachelor of Arts (BA), Economics
BNY Mellon March 2011 - Present
Visiting Nurse Service of New York September 2006 - March 2011
Comforce 2005 - 2006
Gruner & Jahr USA 2004 - 2005
Gruner + Jahr 2004 - 2005
IBM 2002 - 2004
IBM BCS 2002 - 2004
IBM BCS 2002 - 2004
Pricewaterhousecoopers 2000 - 2002
Skills
PeopleSoft, Business Analysis, Vendor Management, Business Intelligence, Business Process..., Consulting, Data Warehousing, Integration, Management, Process Improvement, Requirements Analysis, Requirements Gathering, SDLC
Education
Pace University 2007 — 2010
MS, Information Systems
University at Albany, SUNY 1996 — 2000
BNY Mellon August 2014 - Present
BNY Mellon August 2011 - August 2014
BNY Mellon June 2005 - January 2012
Skills
Back Office, Securities, Corporate Actions, Global Custody, SWIFT payments, Settlement, Outsourcing, Trading, Middle Office, Strategy, Derivatives, Account Reconciliation, Asset Management, Business Analysis, Financial Services, Mutual Funds, Equities, Fixed Income, Project Management, Alternative Investments, FX Options, Analysis, Investments, SWIFT Payments
Education
Pace University 2002 — 2005
MS, Information System
Queens College 1991 — 1996
BA, Economics
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
BNY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, MIS
Mellon Bank 1980 - 2008
BNY Mellon 1980 - 2007
Skills
Financial Analysis, Program Management, Strategic Planning, Coaching, Vendor Management, Performance Management, Budgets, Banking, Financial Services, Sales
Education
Otterbein University 1974 — 1978
BNY Mellon 2006 - Present
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia 2004 - 2006
Wachovia Bank 2004 - 2006
Harris Bank 1980 - 2004
Skills
Valuation, Commercial Lending, Fixed Income, Capital Markets, Cross-functional Team..., FX Options, Corporate Finance, Credit, Banking, Wealth Management, Investment Banking, Finance, Project Finance, Structured Finance, Mergers & Acquisitions, Commercial Banking, Credit Risk, Financial Risk, Loans, Relationship Management, Securities, Credit Analysis, Treasury Management, Financial Institutions, Financial Analysis, Payments, Financial Services, Asset Management, Equities, Derivatives, Financial Reporting, Portfolio Management, Financial Markets, Investments, Trade Finance, Risk Management, Cash Management, Financial Modeling, AML, Trading, Due Diligence
Education
Pace University
UPI May 2008 - Present
BNY Mellon February 2007 - May 2008
Fidelity Investments July 2000 - February 2007
Skills
General Ledger, Account Reconciliation, Accounts Payable, Financial Reporting, SAP, Microsoft Excel, Business Warehouse, Lotus Notes, Microsoft Powerpoint, Forecasting, PeopleSoft, SAP BW, Accounts Receivable, Internal Controls, Accounting, Financial Analysis
Education
Pace University 2003 — 2007
Masters of Science, Information Systems
Rutgers University 1996 — 2000
Bachelor of Science, Finance
DriveWealth July 2012 - Present
TAB Networks May 2011 - July 2012
FXDD June 2008 - March 2011
Gelber Group LLC 2007 - 2008
SUNDANCE CAPITAL MANAGEMENT 2006 - 2007
Handelsbanken 2002 - 2006
Credit Agricole CIB 1997 - 2002
Credit Suisse 1995 - 1997
BNY Mellon 1990 - 1995
Skills
Currency, Derivatives, Trading, Options, Risk Management, Proprietary Trading, Hedging, Mutual Funds, FX Options, Electronic Trading, Financial Markets, FX trading, Trading Systems, Bloomberg, Commodity, Fixed Income, Technical Analysis, Equities, Capital Markets, Foreign Exchange, Financial Risk, Investments, Traders, Interest Rate..., Market Risk, Trading Strategies, FX Trading, Series 7, Hedge Funds, Management
Education
Pace University
Bachelor of Business Administration (BBA)
CenturyLink October 2014 - Present
BNY Mellon Wealth Management May 2013 - October 2014
BNY Mellon Wealth Management October 2011 - May 2013
BNY Mellon September 2009 - October 2011
Skills
Project Management, Financial Analysis, Data Analysis, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Java, Business Strategy, HTML, SQL, Access Database, Visual Basic
Education
Pace University 2013 — 2016
University of Georgia - Terry College of Business 2005 — 2008
Bachelor of Business Administration (BBA), Management
BNY Mellon December 2014 - Present
Alsbridge Consulting 2013-Present February 2013 - Present
UBS 1987 - November 2012
Skills
Vendor Management, Risk Management, IT Operations, Financial Services, Business Analysis, IT Strategy, Change Management, Project Management, Business Strategy, Due Diligence, Process Improvement, Strategic Financial..., Financial Analysis, Management Consulting, Banking, Outsourcing, Strategic Planning, Financial Risk, Contract Negotiation, New Business Development, Program Management, Management, Governance, Sourcing, Security, Telecommunications, Business Process..., Mergers & Acquisitions, Strategy, Project Portfolio..., Business Transformation, PMO, Executive Management
Education
Pace University
Master of Science (MS), Labor and Industrial Relations
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon 1999 - Present
Sul America Seguros - Brazil December 1995 - March 1999
Sul America Seguros - Brazil May 1988 - November 1995
Skills
Easytrieve, JCL, COBOL, DB2, VSAM, TSO, IBM Utilities, Endevor, Fileaid, MVS, Requirements Gathering, Mainframe, Scrum, CICS
Education
Pace University 2011 — 2013
Certificate in Secure Software and Information Engineering
Pontifícia Universidade Católica do Rio de Janeiro 1995 — 1998
Graduation Education, IT Project Management
Faculdades Integradas Anglo-Americano (FIAA) 1986 — 1990
BS, Computer Science
BNY Mellon May 2011 - Present
HBO January 2010 - May 2011
Comcast April 2008 - January 2010
Radian January 2007 - April 2008
HP Enterprise Services September 2004 - January 2007
Sprint Nextel February 2001 - September 2004
Gymboree June 1999 - January 2001
Skills
Weblogic, Oracle Service Bus, Oracle Coherence, Linux, Siteminder, VMware Infrastructure, Wily Introscope, Apache 2, SAML 2.0, iPlanet Web Server, Ping Federation, Dynatrace, Tomcat, Splunk, Solr, Enterprise Architecture, Oracle, Web Applications, Apache, Performance Tuning, SDLC, SQL, Unix, WebLogic
Education
Osmania University
Master of Computer Applications (M.C.A.), Computer Software Engineering
ClearStructure Financial Technology September 2014 - Present
ClearStructure Financial Technology August 2014 - September 2014
BNY Mellon August 2012 - July 2014
Our Lady of the Lake University October 2012 - December 2012
ZeroChaos April 2012 - August 2012
Our Lady of the Lake University March 2012 - May 2012
Our Lady of the Lake University October 2011 - December 2011
Our Lady of the Lake University March 2011 - May 2011
Virtus Partners July 2009 - April 2010
Creme de la Creme April 2009 - June 2009
Skills
Analysis, Financial Analysis, Leadership, Management, Risk Management, Financial Modeling, Securities, Team Building, Process Improvement, Project Management, Banking, CRM, Fixed Income, Portfolio Management
Education
Our Lady of the Lake University 2006 — 2010
Ph.D., Leadership Studies
Our Lady of the Lake University 1996 — 1997
MBA, Finance
Quinnipiac University 1989 — 1993
B. S., Business Management
PepsiCo May 2006 - Present
BNY Mellon December 1994 - December 2005
Education
Pace University 1999 — 2003
BBA, Finance
Morgan Stanley April 2007 - Present
BNY Mellon July 2004 - March 2007
Shapiro Lobel LLP November 2003 - June 2004
WTAS September 1999 - October 2003
Arthur Andersen LLP September 1997 - September 1999
Education
Pace University 1993 — 1997
BBA/MBA, Public Accounting
Mellon Financial Vice PresidentMellon FinancialBusiness OwnerBogarts Smoke ShopJanuary 2003 - Present
Mellon Financial November 1995 - 2002
Mellon Financial 1995 - 2002
BNY Mellon 1995 - 2002
Skills
Financial Services, Business Analysis, Risk Management, Fixed Income, Financial Risk, Vendor Management, Management, Equities, Asset Management
Education
Pace University
Chubb Specialty Insurance January 2015 - Present
Chubb Specialty Insurance May 2014 - December 2014
AIG August 2012 - March 2014
Endurance Services April 2012 - 2012
BNY Mellon 2011 - 2012
MAx Capital Services, Florham Park, NJ March 2009 - March 2010
Max Capital Services 2009 - 2010
Alterra Capital Holdings Ltd. 2008 - 2009
Tokio marine & nichido fire insurance September 2007 - October 2008
ING Investment Management March 2007 - August 2007
Skills
SQL, Microsoft SQL Server, Software Project..., Agile Methodologies, Business Analysis, Data Warehousing, Project Management, Requirements Analysis, SDLC, Software Documentation, Management, Requirements Gathering, Vendor Management, Business Intelligence, SSRS, Integration, Databases, SharePoint, Data Migration, Data Integration
Education
Pace University 2003 — 2005
Master of Science in Information Systems, Information Technology
HSBC December 2012 - January 2014
HSBC June 2012 - October 2012
Mitsubishi UFJ Fund Services September 2008 - January 2012
BNY Mellon January 2007 - June 2008
WestLB 2000 - 2006
Skills
AML, KYC, Risk Assessment, Financial Analysis, Analysis, OFAC, Bank Secrecy Act, Software Documentation, USA PATRIOT Act, Management, Leadership, CRM, Policy, Quality Assurance, Fixed Income, Banking
Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional Certification, Corporate Governance
Pace University - Lubin School of Business
BBA, Accounting
BNY Mellon May 2012 - Present
BNY Mellon February 2010 - May 2012
IFS A State Street Company November 2006 - February 2009
State Street November 2006 - February 2009
IFS November 2006 - February 2009
Haver Analytics 2005 - 2006
FGIC 2005 - 2005
Education
Pace University 2003 — 2006
BBA, Public Accounting
Middle Market Corporate Services September 2003 - Present
Citibank August 2000 - August 2003
Bank of America September 1998 - August 2000
BNY Mellon September 1989 - August 1998
BNY Mellon September 1984 - September 1989
Chiquita August 1982 - September 1984
Colgate Palmolive 1974 - 1982
Skills
Treasury, Capital Markets, Derivatives, Loans, Portfolio Management, Finance, Investments, Investment Banking, Financial Planning, Hedge Funds, Mergers & Acquisitions, Private Equity, Banking, Strategic Financial..., Management
Education
Jon A. Stroble & Associates 1990 — 1990
Formal Bank Credit Training, Analytical Techniques for Financial Statement Analysis
Fairleigh Dickinson University-Metropolitan Campus 1982 — 1984
MBA, Finance
Pace University 1972 — 1978
BBA, Marketing
St. Rose High School, Belmar, NJ 1968 — 1972
Holy Spirit School, Asbury Park
Sumitomo Mitsui Trust Bank October 2005 - Present
Virginia G. Piper Charitable Trust September 2004 - July 2005
BNY Mellon March 2002 - July 2004
Skills
Management Science, Operations Research, Securities Lending, Middle Office, Collateral Management, Corporate Actions, Trading, Analysis, Quantitative Finance, Operations Management, Process Engineering, VBA, Quantitative Analytics, Fixed Income, Derivatives, Repo, Stock Loan, Dividends, Global settlement, Risk Management
Education
Pace University - Lubin School of Business 1996 — 2001
Master of Science, Management Science
BNY Mellon August 2009 - Present
J P Morgan Chase 1988 - 1995
JP Morgan Chase 1988 - 1995
Education
Pace University 1984 — 1988
BA, Management Information Systems
and Between Careers July 2010 - Present
The Bank of New York Mellon April 1992 - July 2010
BNY Mellon April 1992 - July 2010
Education
Pace University 1976 — 1977
Graduate Studies in Graduate School of Business, Finance
Pace University 1968 — 1973
Bachelor of Arts, History Major, Political Science Minor
Eagle Realty Group LLC. November 1988 - Present
BNY Mellon September 1973 - October 1988
Skills
Strategic Planning, Public Speaking, Negotiation, Nonprofits, Team Building, Contract Negotiation, Real Estate, New Business Development, Investments, Real Estate Development, Finance, Dispositions
Education
Pace University 1971 — 1972
Master of Business Administration (MBA), Professional Management
Pace University 1969 — 1971
Bachelor of Business Administration (BBA), Real Estate and Marketing
BNY Mellon May 1986 - February 2015
Loews Corporation January 1990 - August 1990
JCPenney June 1982 - May 1986
US Environmental Protection Agency (EPA) January 1980 - June 1982
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Pace University - Lubin School of Business 1977 — 1982
Bachelor of Business Administration Degree, Management Information Systems, General
Charles Evans Hughes High School 1974 — 1977
High School
New York Life Insurance Company February 2009 - Present
JP Morgan Chase Bank January 2007 - January 2008
The Bank of New York January 1996 - January 2006
Union Bank of Switzerland March 1990 - August 2000
BNY Mellon 1997 - 2000
Barclays Bank, PLC January 1992 - January 1996
Barclays January 1990 - January 1992
Chase Manhattan Bank January 1987 - January 1990
Bankers Trust Company January 1974 - January 1987
Skills
Fixed Income, Portfolio Management, Mergers & Acquisitions, Financial Services, Mutual Funds, Investments, Finance, Insurance, Relationship Management, Trading, 401k, Accounting
Education
Pace University
Bachelor of Business Administration, General Business
BNY Mellon April 2006 - Present
bankers trust/deutsche bank June 1990 - September 2004
Bankers trust 1990 - 2004
Skills
Capital Markets, Equities, Securities, Fixed Income, Financial Services, Hedge Funds, Banking, Middle Office, Back Office, Asset Management, Bonds
Education
Pace University 1979 — 1983
BA, Foreign Languages and Business
BNY Mellon February 2015 - Present
TD Bank August 2012 - February 2015
BBR Contracting Corp September 2007 - July 2012
Skills
Banking, Microsoft Office, Lotus Notes, Fidelity, MortgageBot, Encore, Marketing, Internal Audit, Management, Customer Service, Financial Services
Education
Pace University 2006 — 2010
Bachelor of Science (BS), Business Economics
South Street Securities LLC July 2014 - Present
BNY Mellon July 2012 - June 2014
Mirae Asset Global Investments (USA) LLC September 2010 - October 2011
UBS October 2007 - September 2010
Northern Funding March 2006 - October 2007
Skills
Account Reconciliation, Variance Analysis, Mutual Funds, Hedge Funds, Financial Statements, Equities, Fund Of Funds, Fund Accounting, Accounts Payable, Bloomberg, Bank Reconciliation, Balance, Asset Managment, Bloomberg Terminal, Bonds, Settlement, General Ledger, Fixed Income, Financial Accounting, Asset Allocation, FINRA, Capital Markets, Journal Entries, Series 7
Education
Pace University 2005 — 2007
BA, General Accounting
Pace University, Lubin School of BusinessNew
Bachelor of Business Administration, General Accounting
Buchbinder Tunick & Co. LLP August 2010 - Present
BNY Mellon June 2010 - August 2010
Pace University September 2009 - May 2010
Pace University 2009 - 2010
Goldman Sachs 2007 - 2008
University of New Mexico August 2005 - December 2007
Skills
Financial Analysis, Financial Modeling, CPA, Financial Reporting, Analysis, Financial Accounting, Accounting, Internal Controls, QuickBooks, Auditing, General Ledger, Sarbanes-Oxley Act, US GAAP, Tax, GAAP, Financial Statements, Managerial Finance, Budgets, Internal Audit
Education
Pace University 2009 — 2010
MBA, Finance
The University of New Mexico 2005 — 2007
BBA, Accounting
BNY Mellon December 2013 - Present
CSC - Computer Sciences Corporation May 2005 - November 2013
Covansys @ Guardian Life Insurance Corporation of America September 2004 - May 2005
Hewlett-Packard March 2004 - August 2004
NCS Group April 2003 - March 2004
Synergy Technologies April 2002 - March 2003
Education
Master Diploma in Computer Applications(MDCA)
Osmania University
M.Sc.
V.R.S & Y.R.N College
B.Sc.
BNY Mellon May 2012 - Present
N/A July 2011 - February 2012
Guggenheim Partners July 2010 - February 2012
Dresdner Kleinwort June 1996 - March 2010
Barclays Capital 1987 - 1996
Skills
Options, Equities, Back Office, Swaps, FX Options, Securities, Capital Markets, Risk Management, Investment Banking, Financial Risk, Trading Systems, Bloomberg, Bonds, Emerging Markets, Equity Derivatives
Education
Pace University
BNY Mellon November 2006 - Present
JPMorgan Chase & Co. December 2003 - January 2006
J.P. Morgan January 2000 - December 2003
JPMorgan Chase & Co. January 1999 - December 2000
Skills
Process Improvement, Financial Services, Risk Management, Portfolio Management, Hedge Funds, Microsoft Excel, Six Sigma methodology -..., PeopleSoft, Payroll Processing, Payroll Services, Cash Management, Work-Related: Management, Sales Management, Product Innovation, Account Management, Team Building, Customer Service, Coaching, New Business Development, Event Planning, General Ledger, Microsoft Word, Project Management, Negotiation, Public Speaking, PowerPoint, Time Management, Cross-functional Team..., Banking, Business Analysis
Education
Pace University 2015 — 2017
Master of Science (M.S.) in Computer Science and Telecommunications, Masters Program with a refined focus on impacting an organization and how to be transformational
Pace University - Lubin School of Business 2004 — 2004
Bachelor of Arts (B.A.), Business Management and Human Resources
Capco April 2014 - Present
Capco September 2012 - March 2014
BNY Mellon May 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Financial Modeling, Equities, Securities, Valuation, Corporate Finance, Financial Risk, Finance, Business Analysis, Data Analysis
Education
Pace University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Apts and Lofts.com July 2010 - Present
J.P. Morgan Chase June 2006 - January 2010
BNY Mellon March 2002 - June 2006
Skills
Proactive Sales..., Customer Liason and..., Specialist in..., Consultative Selling, Rentals and Sales, Purchasing Negotiation, Home Staging, First Time Home Buyers, Real Estate Transactions, Buyers, Selling, Residential Homes, Condos, Buyer Representation, Real Estate, Sales, Sellers, Rentals, Investment Properties, Real Estate Development, Investors, Relocation, Investments, Referrals
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
St. John's University
Graduate Work, Marketing
BNY Mellon July 2013 - Present
Pace University May 2012 - December 2012
Skills
Finance, Microsoft Excel, Bloomberg, Financial Accounting, PowerPoint, Valuation, Bloomberg Terminal, Capital Markets, Corporate Finance, Economics, Financial Statement..., Financial Markets, Financial Analysis
Education
Pace University 2010 — 2014
Bachelor's Degree
Assurant June 2004 - Present
Assurant November 1998 - June 2004
BNY Mellon June 1997 - November 1998
Skills
Financial Analysis, Leadership, Risk Management, Process Improvement, Customer Service, Strategic Planning, Finance, Analysis, Insurance, Social Media, Marketing, Marketing Communications
Education
Pace University 1999 — 2002
Master of Business Administration (M.B.A.), Investment Management
Roanoke College 1993 — 1997
Bachelor’s Degree, Accounting and Business/Management
Pacha NYC March 2012 - Present
NBCUniversal, Inc. March 2010 - September 2010
BNY Mellon April 2008 - December 2009
Education
Suffolk County Community College 2012 — 2012
Certificate, Health Information Technology
Pace University 2003 — 2008
Bachelors, Finance
floral park memorial
GlobeOp Financial Services January 2007 - Present
BNY Mellon July 1999 - January 2007
Deutsche Bank April 1997 - July 1999
Bankers Trust August 1994 - April 1997
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Account Reconciliation, Options, Middle Office, Financial Services, Corporate Actions, Financial Reporting, Capital Markets
Education
Pace University
MBA, Financial Management
University of the Philippines
Master of Statistics
University of the Philippines
BS Mathematics
BNY Mellon January 1996 - Present
Skills
Derivatives, Equities, Fixed Income, Middle Office, Trading Systems, Bloomberg, Capital Markets, Securities, Hedge Funds, Prime Brokerage, Corporate Actions, Securities Lending, Swaps, Collateral Management, Investment Banking, Credit Derivatives, Banking, Financial Services, Portfolio Management, Risk Management, Investments
Education
Pace University
Broadridge Corporate Issuer Solutions, Inc. June 2012 - Present
BNY Mellon January 2008 - June 2012
The Bank of New York September 1998 - December 2008
Registrar & Transfer Company September 1995 - September 1998
The Bank of New York December 1977 - September 1995
Skills
Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Relationship Management, Corporate Actions, Financial Services, Capital Markets, Banking, Asset Management, Mergers & Acquisitions, Series 7, Portfolio Management, Series 63
Education
Pace University 1981 — 1985
Associates in Applied Sciences, Accounting and Business/Management
BNYMellon Corp September 2013 - Present
BNY Mellon July 1987 - November 2010
BNY Mellon Corporation July 1987 - November 2010
The Bank January 1989 - January 2008
Irving Trust Co January 1987 - January 1989
Cates Consulting Inc January 1985 - January 1987
Barnes& Nobles Pace University Bookstore January 1984 - January 1985
Skills
Strategy, Access, Mergers & Acquisitions, Customer Service, Financial Services, Mutual Funds, Banking, Securities, Investments, Portfolio Management, Equities, Credit, Fixed Income, Bloomberg, Wealth Management, Wealth, Loans, Series 7, Risk Management, Management
Education
Pace UNIVERSITY New 1984 — 1987
Bachelors of Arts, Marketing/Management
Pace University - Lubin School of Business 1983 — 1987
BA, Marketing Management
BNY Mellon January 2014 - Present
Brookfield Property Group August 2013 - November 2013
SCOR Reinsurance Company January 2013 - August 2013
MSCI Inc February 2012 - September 2012
Citi Private Equity Services January 2007 - January 2010
Credit Suisse (USA), Inc January 2005 - December 2007
Rockefeller Group International, Inc January 2003 - January 2005
McGladrey & Pullen LLP January 1999 - January 2003
Skills
Accounting
Education
Pace University
Bachelor of Business Administration, Public Accounting
BNY Mellon March 2012 - Present
Infosys June 2006 - March 2012
Skills
Struts, Spring, SDLC, Web Services, Hibernate, Java, XML, J2EE Application..., JavaScript, AJAX, Ant, SOA, WebSphere Application..., Servlets, Agile Methodologies, Scrum, Microsoft SQL Server, Java Enterprise Edition, Spring Framework, Spring Webflow, JPA, Flex, Ext JS, jQuery, HTML, Maven, MyEclipse, RAD 7, JBoss Application Server, CA Harvest, Anthill, JTest, Oracle SQL, Hyperic, Jenkins, Sonar, Drools, iBatis, RESTful WebServices, Nexus, Mockito, Freemarker, MySQL, Gemfire, Spring Integration, Spring Batch, Spring MVC, Spring Roo, RabbitMQ, Crucible
Education
Osmania University 2002 — 2006
Bachelor of Engineering (B.E.), Electronics and Instrumentation Engineering, Graduated with Distinction
BNY Mellon March 2013 - Present
Travelers Aid International, JFK International Airport July 2012 - March 2013
Immigrant Movement International January 2012 - July 2012
Telephonics Corp November 2006 - November 2011
Skills
MS Project, Visio, SQl, SAS, MySQL, micro, Unix, Linux, RDBMS, Data Mining, Data Analysis, Ubuntu, HTML, Java, SDLC, Quality Assurance, SQL, Databases, Access, Security
Education
Pace University 2010 — 2012
MS Degree, Internet Technology
Vaughn College of Aeronautics and Technology 1999 — 2005
BS Degree, Mechanical Engineering and Technology
College Of Aeronautics 1999 — 2003
Associate of Science, Computer Graphics and Animation, 3.5
JPMorgan Chase July 2011 - May 2012
JPMorgan Chase December 2004 - July 2011
BNY Mellon February 2002 - December 2004
Education
Pace University - Lubin School of Business 1988 — 1994
BBA, MIS
Royal Bank of Scotland November 2002 - Present
HSBC February 1993 - December 2001
BNY Mellon August 1979 - February 1993
Education
Pace University 1975 — 1979
Masters in Business Administration, Banking and Finance
London School of Economics and Political Science 1970 — 1973
Bachelor of Science (Econ), Monetary Economics
BNY Mellon March 2013 - Present
Greatway advisory October 2012 - December 2012
Reader's Digest Association May 2012 - September 2012
Skills
Microsoft Office, Bloomberg Terminal, Lotus Notes, TIMS, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, Social Media, Public Speaking, HTML, Accounting
Education
Pace University 2010 — 2012
BBA, Finance
Citi Habitats May 2013 - Present
BNY Mellon January 2006 - May 2011
Skills
Customer Service, Microsoft Word, English, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Research, Accounting, Budgets, Financial Analysis, Strategic Planning, Access
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
BNY Mellon May 2015 - Present
Ideas Machine Group 2008 - 2011
Brookln Hospital Center May 2007 - August 2008
Skills
Business Analysis, Business Process..., Business Intelligence, Management Consulting, Change Management, Business Strategy, Business Transformation, ERP, Governance, Strategy, IT Strategy, Business Process, Consulting, Project Portfolio..., Requirements Analysis, Microsoft Excel
Education
Wagner College 2005 — 2007
Master's degree, Microbiology, General
Pace University - Lubin School of Business 1999 — 2002
Bachelors of Science, Finance and Economics
BNY Mellon October 2000 - Present
Federal Reserve Bank of New York February 1996 - February 1998
Federal Reserve Bank of New York February 1996 - January 1998
Education
Pace University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Pace University 1992 — 1996
Accounting, Accounting
MGMT Inc February 2010 - Present
808 ENTERTAINMENT January 2000 - Present
Cabo Lounge/ Soma 107 November 2009 - November 2011
360 Worldwide Entertainment Inc September 2008 - September 2011
BNY Mellon October 1997 - February 2007
Skills
Event Planning, Event Management, Corporate Events, Charity Work, Concerts, Advertising, Online Advertising, Online Marketing, Online Research, Music, Music Industry, Business Strategy, Grant Writing, Proposal Writing, Sponsorship, Process Scheduler, Blogging, Social Networking, Social Media, Marketing, Marketing Strategy, Nonprofits, Talent Booking, Contract Negotiation, Contract Management, Public Relations, Public Speaking, Live Events, Special Event, Music Business..., Microsoft Office, Microsoft Word
Education
Pace University 2002 — 2006
Bachelors, Accounting and Business/Management
The College of Westchester
Business Management & Marketing
Teach For America December 2011 - Present
BNY Mellon August 2008 - November 2011
CIT June 2007 - July 2008
CorVel Corporation February 2005 - April 2007
Deloitte June 2004 - January 2005
Intel Corporation September 2003 - May 2004
IIC 2000 - 2003
Intel Corporation 1999 - 2000
Syntel 1998 - 1999
Skills
SDLC, Agile Methodologies, Functional Testing, System Integration..., Database testing..., HP Quick Test Pro, HP application..., HP Quality Center..., Team Leadership, Quality Assurance Life..., QA Methodologies, HP LoadRunner &..., Test Automation, Load & Performance..., Requirements Analysis, SQL, Software Quality..., Test Planning, Testing, HP Quality Center, Quality Assurance
Education
Osmania University 1993 — 1996
Masters in Computer applications, Computer Science, First
JPMorgan Chase October 2011 - Present
JPMorgan Chase June 2008 - October 2011
BNY Mellon December 2006 - 2007
JPMorgan Chase January 2000 - November 2006
Skills
Vendor Management, Financial Services, SDLC, Relationship Management, Banking, Fixed Income, Equities, Derivatives, Risk Management
Education
Pace University 1992 — 1996
Bachelor of Arts (B.A.), Sociology
BNY Mellon
Skills
Business Analysis, SDLC, Project Delivery, Risk Management, Software Project..., Project Management, Project Portfolio..., Stakeholder Management, Requirements Analysis, Program Management, Financial Services, Process Improvement, Requirements Gathering, Banking, MS Project, Visio
Education
Pace University 2010 — 2012
Master of Science (MS), Computer Software Engineering
University of Montevallo 1984 — 1988
Bachelor of Arts (BA), History
BNY Mellon July 2006 - Present
Deutsche Bank July 1998 - October 2003
J.P. Morgan Asset Management April 1980 - November 1997
Skills
Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Risk Management, Project Management, Business Analysis, Investments, Finance
Education
Pace University
Bank of NYMellon - Senior Client Service Spec February 2007 - September 2014
BNY Mellon 2007 - 2014
Goldman Sachs & Co – International Operations December 2005 - August 2006
Morgan Stanley Dean Witter – International Operations February 2005 - November 2005
Dresdner Kleinwort Wasserstein May 2000 - December 2004
JPMorgan Chase & Co. February 1998 - May 2000
Tanaka Capital Management September 1996 - January 1998
Education
Pace University
B.B.A, Management
JPMorgan Chase & Co. October 2006 - Present
BNY Mellon May 1987 - October 2006
Education
Pace University - Lubin School of Business