BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Employee
Years
Job
Industry
Brianne Vincent Brianne Vincent's BNY Mellon Experience March 2012 - June 2012
Job Associate, Point B
Industry Management Consulting
Experience
Point B October 2013 - Present
BNY Mellon March 2012 - June 2012
Pacific Lutheran University August 2010 - May 2012
Skills
Microsoft Office, Sage, Economics, Financial Risk, Natural Resource..., Econometrics, Calculus, Linear Algebra, Investments, Finance, Mathematical Statistics, Probability Theory, Leadership, Public Speaking, Risk Management, Statistics, Training, Community Outreach, Microsoft Excel, Student Development, Higher Education, Student Affairs, Data Analysis, Program Management, Research, SPSS, Staff Development, Time Management
Education
Pacific Lutheran University 2009 — 2013
Bachelor of Science (BS), Bachelor of Arts (BA), Financial Mathematics, Mathematical Economics
Point B October 2013 - Present
BNY Mellon March 2012 - June 2012
Pacific Lutheran University August 2010 - May 2012
Skills
Microsoft Office, Sage, Economics, Financial Risk, Natural Resource..., Econometrics, Calculus, Linear Algebra, Investments, Finance, Mathematical Statistics, Probability Theory, Leadership, Public Speaking, Risk Management, Statistics, Training, Community Outreach, Microsoft Excel, Student Development, Higher Education, Student Affairs, Data Analysis, Program Management, Research, SPSS, Staff Development, Time Management
Education
Pacific Lutheran University 2009 — 2013
Bachelor of Science (BS), Bachelor of Arts (BA), Financial Mathematics, Mathematical Economics
Robin H. Khan, CTFA Robin H. Khan, CTFA's BNY Mellon Experience January 1988 - September 2000
Job Trust Officer
Industry Financial Services
Experience
Sterling National Bank January 2014 - Present
Reliance Trust Company June 2013 - September 2013
Citi September 2000 - May 2013
BNY Mellon January 1988 - September 2000
Skills
Investments, Finance, Tax, Financial Advisory, Investment Management, Business Development, Alternative Investments, Financial Planners, Sales, IRAs, Policy, New Business Development, Internal Audit, Manage Client..., Mutual Funds, Charitable Trusts
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3
American Bankers Association
Certified Trust Financial Advisor
Sterling National Bank January 2014 - Present
Reliance Trust Company June 2013 - September 2013
Citi September 2000 - May 2013
BNY Mellon January 1988 - September 2000
Skills
Investments, Finance, Tax, Financial Advisory, Investment Management, Business Development, Alternative Investments, Financial Planners, Sales, IRAs, Policy, New Business Development, Internal Audit, Manage Client..., Mutual Funds, Charitable Trusts
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3
American Bankers Association
Certified Trust Financial Advisor
Winston Alder Winston Alder's BNY Mellon Experience June 2013 - August 2013
Job Associate
Industry Investment Management
Experience
Filament August 2015 - Present
Parametric May 2014 - March 2015
Mary Lund-Davis Student Investment Fund January 2012 - May 2014
Russell Investments August 2013 - February 2014
The Mooring Mast May 2012 - November 2013
BNY Mellon June 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Strategy, VBA, Bloomberg, Financial Modeling, Analysis, Database Administration, Advertising Research, Microsoft Excel
Education
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Filament August 2015 - Present
Parametric May 2014 - March 2015
Mary Lund-Davis Student Investment Fund January 2012 - May 2014
Russell Investments August 2013 - February 2014
The Mooring Mast May 2012 - November 2013
BNY Mellon June 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Strategy, VBA, Bloomberg, Financial Modeling, Analysis, Database Administration, Advertising Research, Microsoft Excel
Education
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Sherlynn Liang, PMP Sherlynn Liang, PMP's BNY Mellon Experience November 2013 - Present
Job BNY Mellon,VP|Sr. Specialist Project Manager|Application Development|System Upgrade & Integration|Process Improvement|
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon January 2009 - November 2013
BNY Mellon January 2007 - January 2009
The Bank of New York January 2001 - December 2006
Small World Media, Inc February 2000 - December 2000
Education
Pace University-New York 2006 — 2009
Master of Science (M.S.), Software Engineering & Development
Rational University, New York 2000 — 2000
Object Oriented Analysis and Design
Chubb Professional Resources, New Jersey 1998 — 1999
Client/Server Program
State University of New York at Buffalo - Roswell Park Cancer Institute 1994 — 1997
Master of Arts (M.A.), Cellular and Molecular Biology
Sichuan University
BNY Mellon November 2013 - Present
BNY Mellon January 2009 - November 2013
BNY Mellon January 2007 - January 2009
The Bank of New York January 2001 - December 2006
Small World Media, Inc February 2000 - December 2000
Education
Pace University-New York 2006 — 2009
Master of Science (M.S.), Software Engineering & Development
Rational University, New York 2000 — 2000
Object Oriented Analysis and Design
Chubb Professional Resources, New Jersey 1998 — 1999
Client/Server Program
State University of New York at Buffalo - Roswell Park Cancer Institute 1994 — 1997
Master of Arts (M.A.), Cellular and Molecular Biology
Sichuan University
Samuel Hodge Samuel Hodge's BNY Mellon Experience July 2013 - November 2013
Job Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments October 2014 - Present
Russell Investments December 2013 - February 2014
Pacific Lutheran University September 2012 - December 2013
BNY Mellon July 2013 - November 2013
Skills
Time Management, Event Planning, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Teamwork, Leadership, Critical Thinking, Public Speaking, Data Analysis, Financial Analysis
Education
Pacific Lutheran University 2010 — 2014
Bachelor's Degree, Business-Finance
Verus Investments October 2014 - Present
Russell Investments December 2013 - February 2014
Pacific Lutheran University September 2012 - December 2013
BNY Mellon July 2013 - November 2013
Skills
Time Management, Event Planning, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Teamwork, Leadership, Critical Thinking, Public Speaking, Data Analysis, Financial Analysis
Education
Pacific Lutheran University 2010 — 2014
Bachelor's Degree, Business-Finance
David Sen David Sen's BNY Mellon Experience June 2014 - Present
Job Mutual Fund Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2014 - Present
Lincoln Financial Group September 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Insurance Quote Exchange, LP June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Morningstar, E-money
Education
Temple University 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Penn State University 2009 — 2011
BNY Mellon June 2014 - Present
Lincoln Financial Group September 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Insurance Quote Exchange, LP June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Morningstar, E-money
Education
Temple University 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Penn State University 2009 — 2011
Joe Mulino's BNY Mellon Experience June 1974 - September 2004
Job
Industry
Experience
Coldwell Banker Real Estate May 2013 - Present
First Citizens Bank July 2007 - March 2013
Greater Community Bank September 2004 - June 2007
BNY Mellon June 1974 - September 2004
Irving Trust Company June 1972 - May 1974
Irving Trust Company July 1970 - May 1972
US Navy October 1966 - June 1970
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C, Team Building, Management, Real Estate, Contract Negotiation, Analysis, Sales, Real Estate Financing, Sellers, Investment Properties, First Time Home Buyers, Short Sales, Real Estate Transactions, Investors, Residential Homes
Education
Evander Childs HS- Bronx, New York
Pace University-Pleasantville/Briarcliff Campus
Associate's degree, Business Administration and Management, General
Coldwell Banker Real Estate May 2013 - Present
First Citizens Bank July 2007 - March 2013
Greater Community Bank September 2004 - June 2007
BNY Mellon June 1974 - September 2004
Irving Trust Company June 1972 - May 1974
Irving Trust Company July 1970 - May 1972
US Navy October 1966 - June 1970
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C, Team Building, Management, Real Estate, Contract Negotiation, Analysis, Sales, Real Estate Financing, Sellers, Investment Properties, First Time Home Buyers, Short Sales, Real Estate Transactions, Investors, Residential Homes
Education
Evander Childs HS- Bronx, New York
Pace University-Pleasantville/Briarcliff Campus
Associate's degree, Business Administration and Management, General
Lindsey Hurt's BNY Mellon Experience June 2011 - February 2013
Job Para Planner at Merriman, LLC
Industry Financial Services
Experience
Merriman, LLC May 2014 - Present
Gold's Gym October 2013 - Present
BNY Mellon June 2011 - February 2013
Skills
Microsoft Excel, Microsoft Word, Leadership, Written Communication, Coaching
Education
Pacific Lutheran University 2009 — 2013
Business Administration, Finance
Merriman, LLC May 2014 - Present
Gold's Gym October 2013 - Present
BNY Mellon June 2011 - February 2013
Skills
Microsoft Excel, Microsoft Word, Leadership, Written Communication, Coaching
Education
Pacific Lutheran University 2009 — 2013
Business Administration, Finance
Helena Wang's BNY Mellon Experience August 2014 - Present
Job Art Director and Senior Graphic Designer at BNY Mellon
Industry Graphic Design
Experience
BNY Mellon August 2014 - Present
Denham Wolf Real Estate Services, Inc. June 2014 - Present
Caro Home March 2014 - April 2014
BlackRock January 2007 - January 2013
Education
Parsons School of Design 2012 — 2013
Associate of Arts and Sciences (AAS), Graphic Design
University of Maryland College Park 1998 — 2002
Bachelor of Arts (BA), Economics
BNY Mellon August 2014 - Present
Denham Wolf Real Estate Services, Inc. June 2014 - Present
Caro Home March 2014 - April 2014
BlackRock January 2007 - January 2013
Education
Parsons School of Design 2012 — 2013
Associate of Arts and Sciences (AAS), Graphic Design
University of Maryland College Park 1998 — 2002
Bachelor of Arts (BA), Economics
Elizabeth Kurtenbach Elizabeth Kurtenbach's BNY Mellon Experience September 2012 - Present
Job Analyst at BNY Mellon
Industry
Experience
BNY Mellon September 2012 - Present
Pacific Lutheran University September 2009 - August 2012
Skills
Microsoft Office, Research, PowerPoint
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
BNY Mellon September 2012 - Present
Pacific Lutheran University September 2009 - August 2012
Skills
Microsoft Office, Research, PowerPoint
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
Lawrence Auli Lawrence Auli's BNY Mellon Experience 2004 - 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2015 - Present
LJA Consulting 2014 - 2015
Citigroup 2010 - 2013
LJA Consulting 2009 - 2010
BNY Mellon 2004 - 2008
LJA Consulting 2002 - 2004
JPMorgan Chase 1988 - 2001
JPMorgan Chase 1986 - 1988
Skills
Mutual Funds, Securities, Fixed Income, Hedge Funds, Alternative Investments, Global Custody, Wealth Management, Asset Managment, Financial Services, Investments, Strategy, Asset Management, Investment Management, Process Improvement, Management, Operations Management, Cross-functional Team..., Leadership Development, Change Management, Launching Start-ups, Onboarding, Business Development, Private Equity, Emerging Markets, Relationship Management, Leadership, Equities, Risk Management, Portfolio Management, Derivatives, Banking, Back Office, Financial Markets, Capital Markets, Investment Banking, Operational Risk, Middle Office
Education
Pace University - Lubin School of Business
BBA, Business Management
Bishop Loughlin MHS
Bank of America Merrill Lynch 2015 - Present
LJA Consulting 2014 - 2015
Citigroup 2010 - 2013
LJA Consulting 2009 - 2010
BNY Mellon 2004 - 2008
LJA Consulting 2002 - 2004
JPMorgan Chase 1988 - 2001
JPMorgan Chase 1986 - 1988
Skills
Mutual Funds, Securities, Fixed Income, Hedge Funds, Alternative Investments, Global Custody, Wealth Management, Asset Managment, Financial Services, Investments, Strategy, Asset Management, Investment Management, Process Improvement, Management, Operations Management, Cross-functional Team..., Leadership Development, Change Management, Launching Start-ups, Onboarding, Business Development, Private Equity, Emerging Markets, Relationship Management, Leadership, Equities, Risk Management, Portfolio Management, Derivatives, Banking, Back Office, Financial Markets, Capital Markets, Investment Banking, Operational Risk, Middle Office
Education
Pace University - Lubin School of Business
BBA, Business Management
Bishop Loughlin MHS
Anthony Venegas Anthony Venegas's BNY Mellon Experience August 2013 - Present
Job Lead Analyst
Industry Investment Banking
Experience
BNY Mellon August 2013 - Present
Associated Students of Pacific Lutheran University September 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Skills
Financial Analysis, Data Analysis, Investments, Microsoft Excel, Time Management, Microsoft Office, Budgets, Microsoft Word, Finance, Team Leadership, Valuation, VBA, Budget Setting, Business Valuation, Financial Forecasting, Organization &..., Client Relations Skills, Accretion/dilution, Communication, Business Analysis, Equity Valuation, DCF Valuation, LBO, Highly detail oriented, Self-starter, Delivering Results
Education
Pacific Lutheran University 2012 — 2013
Master's degree, Finance, General
Pacific Lutheran University 2008 — 2012
Bachelors, Business Administration; Finance
BNY Mellon August 2013 - Present
Associated Students of Pacific Lutheran University September 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Skills
Financial Analysis, Data Analysis, Investments, Microsoft Excel, Time Management, Microsoft Office, Budgets, Microsoft Word, Finance, Team Leadership, Valuation, VBA, Budget Setting, Business Valuation, Financial Forecasting, Organization &..., Client Relations Skills, Accretion/dilution, Communication, Business Analysis, Equity Valuation, DCF Valuation, LBO, Highly detail oriented, Self-starter, Delivering Results
Education
Pacific Lutheran University 2012 — 2013
Master's degree, Finance, General
Pacific Lutheran University 2008 — 2012
Bachelors, Business Administration; Finance
Lauren Hathaway Lauren Hathaway's BNY Mellon Experience July 2013 - October 2014
Job Treasury Analyst at Weyerhaeuser
Industry Financial Services
Experience
Weyerhaeuser October 2014 - Present
BNY Mellon July 2013 - October 2014
Pimienta Bistro October 2010 - January 2013
Towers Watson June 2011 - August 2011
Mary Bridge Children’s Hospital January 2008 - January 2011
Alpha Phi September 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Customer Service, Outlook, Windows, Budgets
Education
Pacific Lutheran University 2010 — 2012
Bachelor of Science (BS), Financial Mathematics
University of Puget Sound 2006 — 2010
Bachelor of Arts (B.A.), Business
Meadowdale High School 2002 — 2006
Weyerhaeuser October 2014 - Present
BNY Mellon July 2013 - October 2014
Pimienta Bistro October 2010 - January 2013
Towers Watson June 2011 - August 2011
Mary Bridge Children’s Hospital January 2008 - January 2011
Alpha Phi September 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Customer Service, Outlook, Windows, Budgets
Education
Pacific Lutheran University 2010 — 2012
Bachelor of Science (BS), Financial Mathematics
University of Puget Sound 2006 — 2010
Bachelor of Arts (B.A.), Business
Meadowdale High School 2002 — 2006
Latanya Smith's BNY Mellon Experience July 2011 - October 2012
Job Research Analyst at IMS Health
Industry Information Services
Experience
IMS Health July 2013 - January 2014
Pfizer November 2012 - March 2013
BNY Mellon July 2011 - October 2012
Skills
Analytics, Primary Research, Segmentation, Data Entry, Customer Service, Clerical Skills, Administrative Work, Accounting, Financial Accounting
Education
Peirce College
Bachelor of Science (BS), Business Administration and Management, General
IMS Health July 2013 - January 2014
Pfizer November 2012 - March 2013
BNY Mellon July 2011 - October 2012
Skills
Analytics, Primary Research, Segmentation, Data Entry, Customer Service, Clerical Skills, Administrative Work, Accounting, Financial Accounting
Education
Peirce College
Bachelor of Science (BS), Business Administration and Management, General
Amanda Graney Amanda Graney's BNY Mellon Experience February 2009 - July 2010
Job Financial Analyst at Saab Defense and Security
Industry Defense & Space
Experience
Saab July 2015 - Present
HMSHost February 2013 - July 2015
HMSHost July 2010 - February 2013
BNY Mellon February 2009 - July 2010
Skills
Internal Controls, Variance Analysis, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Accounting, General Ledger, Financial Analysis, Account Reconciliation, Financial Accounting, Hyperion Enterprise, GAAP, Cost Accounting, Income Statement, Accounts Payable, Auditing, Consolidation, Fixed Assets, Accruals, Cash Flow, Accounts Receivable, Financial Statements, Budgets, Managerial Finance
Education
Saint Bonaventure University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Palm Beach Community College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Saab July 2015 - Present
HMSHost February 2013 - July 2015
HMSHost July 2010 - February 2013
BNY Mellon February 2009 - July 2010
Skills
Internal Controls, Variance Analysis, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Accounting, General Ledger, Financial Analysis, Account Reconciliation, Financial Accounting, Hyperion Enterprise, GAAP, Cost Accounting, Income Statement, Accounts Payable, Auditing, Consolidation, Fixed Assets, Accruals, Cash Flow, Accounts Receivable, Financial Statements, Budgets, Managerial Finance
Education
Saint Bonaventure University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Palm Beach Community College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Yuan (Christine) He Yuan (Christine) He's BNY Mellon Experience September 2010 - November 2010
Job Financial Analyst at World Bank, Passed CFA Level III Exam
Industry Financial Services
Experience
World Bank Group October 2015 - Present
Citi October 2014 - September 2015
Johns Hopkins University January 2014 - April 2014
Barclays Capital June 2012 - August 2012
National University Student Innovation Program May 2009 - May 2011
BNY Mellon September 2010 - November 2010
The Sinoway Investment Corporation June 2009 - July 2009
Skills
Valuation, Mandarin, Financial Analysis, Chinese, Microsoft Excel, Portfolio Management, Eviews, Bloomberg Terminal, Data Analysis, SPSS, Bloomberg, Equity Research, Equities, Finance, Investment Banking, Investments, Mergers & Acquisitions, Corporate Finance, Analysis, Economics, Market Research
Education
The Johns Hopkins University 2013 — 2014
Master's Degree, Finance, General
Queen's University 2013 — 2013
Exchange Student, Business Administration and Management, General
Peking University 2011 — 2013
Master of Science (M.S.), Finance, 3.78
Renmin University of China 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.86
World Bank Group October 2015 - Present
Citi October 2014 - September 2015
Johns Hopkins University January 2014 - April 2014
Barclays Capital June 2012 - August 2012
National University Student Innovation Program May 2009 - May 2011
BNY Mellon September 2010 - November 2010
The Sinoway Investment Corporation June 2009 - July 2009
Skills
Valuation, Mandarin, Financial Analysis, Chinese, Microsoft Excel, Portfolio Management, Eviews, Bloomberg Terminal, Data Analysis, SPSS, Bloomberg, Equity Research, Equities, Finance, Investment Banking, Investments, Mergers & Acquisitions, Corporate Finance, Analysis, Economics, Market Research
Education
The Johns Hopkins University 2013 — 2014
Master's Degree, Finance, General
Queen's University 2013 — 2013
Exchange Student, Business Administration and Management, General
Peking University 2011 — 2013
Master of Science (M.S.), Finance, 3.78
Renmin University of China 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.86
John A. Ortiz Jr. John A. Ortiz Jr.'s BNY Mellon Experience February 2015 - Present
Job Vice President Senior Business Regulatory Records Management Coordinator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Hometown Residential Realty 2009 - Present
Standard & Poor's April 2010 - July 2014
Merrill Lynch January 1980 - August 2009
Skills
Records Management, Global Regulatory..., Financial Services, Strategic Planning, Information Security, Vendor Management, Information Technology, Global Resource..., Business Process..., Corporate Real Estate, Real Estate License, Real Estate Transactions, Equities, Fixed Income, Leadership, Six Sigma, Corporate Actions, Capital Markets, Writing, Interpersonal..., Market Data, Securities, Series 7, Derivatives, Financial Risk, Risk Management, Financial Markets, Hedge Funds, Electronic Trading, Trading, Financial Regulation, Compliance, Operational Risk, Operational Risk..., Bloomberg, Bonds, Financial Institutions, Trading Systems, Structured Products, Back Office, Prime Brokerage, Portfolio Management, Asset Management, Alternative Investments, Options, Investment Banking, AML, Finance, Mutual Funds, Equity Derivatives
Education
The George Washington University
Certfiicate, Records Management
Pace University - Lubin School of Business 1977 — 1983
Bachelor's Degree
John Dewey High School, Brooklyn NY 1973 — 1977
High School, NYS Regents Diploma
BNY Mellon February 2015 - Present
Hometown Residential Realty 2009 - Present
Standard & Poor's April 2010 - July 2014
Merrill Lynch January 1980 - August 2009
Skills
Records Management, Global Regulatory..., Financial Services, Strategic Planning, Information Security, Vendor Management, Information Technology, Global Resource..., Business Process..., Corporate Real Estate, Real Estate License, Real Estate Transactions, Equities, Fixed Income, Leadership, Six Sigma, Corporate Actions, Capital Markets, Writing, Interpersonal..., Market Data, Securities, Series 7, Derivatives, Financial Risk, Risk Management, Financial Markets, Hedge Funds, Electronic Trading, Trading, Financial Regulation, Compliance, Operational Risk, Operational Risk..., Bloomberg, Bonds, Financial Institutions, Trading Systems, Structured Products, Back Office, Prime Brokerage, Portfolio Management, Asset Management, Alternative Investments, Options, Investment Banking, AML, Finance, Mutual Funds, Equity Derivatives
Education
The George Washington University
Certfiicate, Records Management
Pace University - Lubin School of Business 1977 — 1983
Bachelor's Degree
John Dewey High School, Brooklyn NY 1973 — 1977
High School, NYS Regents Diploma
ernie navarro ernie navarro's BNY Mellon Experience May 1995 - May 1999
Job Payment Systems/Item Processing/Lockbox Lead/Workflow Coordinator at WesCorp
Industry Financial Services
Andrew Stolz Andrew Stolz's BNY Mellon Experience July 2013 - Present
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Stolz & Associates, PS June 2011 - August 2013
Edward Jones September 2009 - June 2010
Russell Investments March 2009 - May 2009
American Seafoods May 2008 - July 2008
Green River Community College June 2007 - August 2007
Education
Passed Level II of the CFA Program 2015 — 2015
June
Pacific Lutheran University - School of Business 2012 — 2013
Master of Science in Finance (MSF), Finance, General
Pacific Lutheran University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon July 2013 - Present
Stolz & Associates, PS June 2011 - August 2013
Edward Jones September 2009 - June 2010
Russell Investments March 2009 - May 2009
American Seafoods May 2008 - July 2008
Green River Community College June 2007 - August 2007
Education
Passed Level II of the CFA Program 2015 — 2015
June
Pacific Lutheran University - School of Business 2012 — 2013
Master of Science in Finance (MSF), Finance, General
Pacific Lutheran University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
William Koleba William Koleba's BNY Mellon Experience 2011 - 2012
Job Banking Executive with Program and Product Management Background in Global Markets and International Banking
Industry Financial Services
Experience
CLS Group. September 2012 - Present
BNY Mellon 2011 - 2012
BNY Mellon 1993 - 2011
The Bank of New York 1989 - 1992
The Bank of New York 1983 - 1988
The Bank of New York September 1971 - 1983
Skills
Project Planning, Operations Management, Foreign Exchange..., Global Marketing, Operational Risk..., Management, Outsourcing, Program Management, PMO, Banking, Payments, FX Options, Analysis, Settlement, SWIFT payments, Back Office, Risk Management, Foreign Exchange, Trading Systems, Fixed Income, Finance, Financial Services, Securities, Middle Office, Derivatives, Operational Risk, Capital Markets, Financial Markets, Treasury Management, Hedge Funds, Financial Risk, Global Custody, Bloomberg, Equities, AML, Structured Products, Corporate Actions, Market Risk, Financial Institutions, Credit Derivatives, Collateral Management, Interest Rate..., Anti Money Laundering, SWIFT Payments
Education
Pace University-New York 1971 — 1974
CLS Group. September 2012 - Present
BNY Mellon 2011 - 2012
BNY Mellon 1993 - 2011
The Bank of New York 1989 - 1992
The Bank of New York 1983 - 1988
The Bank of New York September 1971 - 1983
Skills
Project Planning, Operations Management, Foreign Exchange..., Global Marketing, Operational Risk..., Management, Outsourcing, Program Management, PMO, Banking, Payments, FX Options, Analysis, Settlement, SWIFT payments, Back Office, Risk Management, Foreign Exchange, Trading Systems, Fixed Income, Finance, Financial Services, Securities, Middle Office, Derivatives, Operational Risk, Capital Markets, Financial Markets, Treasury Management, Hedge Funds, Financial Risk, Global Custody, Bloomberg, Equities, AML, Structured Products, Corporate Actions, Market Risk, Financial Institutions, Credit Derivatives, Collateral Management, Interest Rate..., Anti Money Laundering, SWIFT Payments
Education
Pace University-New York 1971 — 1974
Tim Ferguson, MBA, CIPM Tim Ferguson, MBA, CIPM's BNY Mellon Experience March 2014 - Present
Job Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
BNY Mellon September 2012 - February 2014
BNY Mellon September 2007 - September 2012
BNY Mellon January 2007 - September 2007
Skills
Client Service, Database Research, Data Analysis, MS Office Suite, QMF, Multitasker, Project Implementation, User Acceptance Testing, Teamwork, Derivatives, Troubleshooting, Problem Analysis, Problem Solving, Team Leadership, Mentoring, Training, Portfolio Analytics, Security Characteristics, Vendor Management, Performance Measurement, Financial Services, Bloomberg Terminal
Education
University of Phoenix 2009 — 2011
Masters, Business Administration
Pacific Lutheran University 2004 — 2006
BA, Economics
BNY Mellon March 2014 - Present
BNY Mellon September 2012 - February 2014
BNY Mellon September 2007 - September 2012
BNY Mellon January 2007 - September 2007
Skills
Client Service, Database Research, Data Analysis, MS Office Suite, QMF, Multitasker, Project Implementation, User Acceptance Testing, Teamwork, Derivatives, Troubleshooting, Problem Analysis, Problem Solving, Team Leadership, Mentoring, Training, Portfolio Analytics, Security Characteristics, Vendor Management, Performance Measurement, Financial Services, Bloomberg Terminal
Education
University of Phoenix 2009 — 2011
Masters, Business Administration
Pacific Lutheran University 2004 — 2006
BA, Economics
James Grasselino James Grasselino's BNY Mellon Experience January 2014 - Present
Job Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Autism New Jersey April 2011 - Present
Computershare December 2011 - January 2013
BNY Mellon, New York August 2010 - December 2011
JPMorgan Chase June 2007 - August 2010
Morgan Stanley Dean Witter 1993 - 2001
Swiss Bank Corporation 1984 - 1992
Skills
Equities, Fixed Income, Financial Services, Risk Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Banking, Financial Markets, Derivatives, Securities, Strategy
Education
Pace University - Lubin School of Business 1989 — 2014
Bachelor of Science in Business Economics
BNY Mellon January 2014 - Present
Autism New Jersey April 2011 - Present
Computershare December 2011 - January 2013
BNY Mellon, New York August 2010 - December 2011
JPMorgan Chase June 2007 - August 2010
Morgan Stanley Dean Witter 1993 - 2001
Swiss Bank Corporation 1984 - 1992
Skills
Equities, Fixed Income, Financial Services, Risk Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Banking, Financial Markets, Derivatives, Securities, Strategy
Education
Pace University - Lubin School of Business 1989 — 2014
Bachelor of Science in Business Economics
Kelly Regola's BNY Mellon Experience July 2010 - March 2013
Job Senior Business Technical Analyst at Highmark Inc.
Industry Computer Software
Experience
Highmark Inc. September 2014 - Present
ZOLL Medical Corporation March 2013 - June 2014
BNY Mellon July 2010 - March 2013
Emerson October 2008 - February 2010
PTC July 2006 - July 2008
Skills
Project Management, PMP, SQL, XML, Software Development, Java, JavaScript, Web Services, SDLC, Programming, HTML, SharePoint, Software Project..., Visio, Databases, Testing, Web Applications
Education
Penn State Erie, The Behrend College 2002 — 2006
Bachelor's degree, Management Information Systems, General
Pennsylvania State University-Erie Campus 2002 — 2006
B.S., Management Information Systems
Highmark Inc. September 2014 - Present
ZOLL Medical Corporation March 2013 - June 2014
BNY Mellon July 2010 - March 2013
Emerson October 2008 - February 2010
PTC July 2006 - July 2008
Skills
Project Management, PMP, SQL, XML, Software Development, Java, JavaScript, Web Services, SDLC, Programming, HTML, SharePoint, Software Project..., Visio, Databases, Testing, Web Applications
Education
Penn State Erie, The Behrend College 2002 — 2006
Bachelor's degree, Management Information Systems, General
Pennsylvania State University-Erie Campus 2002 — 2006
B.S., Management Information Systems
Megan Kress Megan Kress's BNY Mellon Experience February 2013 - Present
Job Class Actions Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2013 - Present
BNY Mellon December 2007 - February 2013
Ann Taylor Loft September 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Enterprise Software, Mobius, Flex, Lotus Notes, Catalyst, Dreamweaver, Photoshop, Letter Writing, Organization, Class Actions, Finance, Global Class Actions, ISS, Cover Letters, Checks, ACH, Wire Transfers
Education
Point Park University 2011 — 2013
Masters of Business Administration, Business Administration and Management, General, 3.75
Penn State University 2003 — 2007
Bachelor of Arts (B.A.), Communications/Journalism
BNY Mellon February 2013 - Present
BNY Mellon December 2007 - February 2013
Ann Taylor Loft September 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Enterprise Software, Mobius, Flex, Lotus Notes, Catalyst, Dreamweaver, Photoshop, Letter Writing, Organization, Class Actions, Finance, Global Class Actions, ISS, Cover Letters, Checks, ACH, Wire Transfers
Education
Point Park University 2011 — 2013
Masters of Business Administration, Business Administration and Management, General, 3.75
Penn State University 2003 — 2007
Bachelor of Arts (B.A.), Communications/Journalism
Alan J Guiliani Jr Alan J Guiliani Jr's BNY Mellon Experience December 2014 - April 2015
Job Associate Eagle Investment Accounting & Control at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon December 2014 - April 2015
BNY Mellon May 2013 - November 2014
BNY Mellon January 2011 - May 2013
BNY Mellon May 2006 - January 2011
Skills
Financial Analysis, Fund Accounting, Banking, Finance, Accounting, Financial Reporting, Financial Services, Cash Management, Account Reconciliation, Bloomberg, Mutual Funds, Fixed Income, Financial Modeling
Education
Penn State University 2000 — 2005
Bachelor of Arts (BA), Economics/Business
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon December 2014 - April 2015
BNY Mellon May 2013 - November 2014
BNY Mellon January 2011 - May 2013
BNY Mellon May 2006 - January 2011
Skills
Financial Analysis, Fund Accounting, Banking, Finance, Accounting, Financial Reporting, Financial Services, Cash Management, Account Reconciliation, Bloomberg, Mutual Funds, Fixed Income, Financial Modeling
Education
Penn State University 2000 — 2005
Bachelor of Arts (BA), Economics/Business
Katherine Lemon Katherine Lemon's BNY Mellon Experience April 2011 - December 2013
Job State and Local Tax Associate at Grant Thornton
Industry Accounting
Experience
Grant Thornton November 2014 - Present
Bentley Systems January 2014 - October 2014
BNY Mellon April 2011 - December 2013
Mike Lemon Casting May 2007 - July 2009
Skills
Accounting, Business, Music, Musical Theatre, Singing, Data Entry, Casting, Bookkeeping
Education
Penn State University 2011 — 2014
Bachelor of Science (BS), Business: Concentration in Accounting
Temple University 2004 — 2006
Grant Thornton November 2014 - Present
Bentley Systems January 2014 - October 2014
BNY Mellon April 2011 - December 2013
Mike Lemon Casting May 2007 - July 2009
Skills
Accounting, Business, Music, Musical Theatre, Singing, Data Entry, Casting, Bookkeeping
Education
Penn State University 2011 — 2014
Bachelor of Science (BS), Business: Concentration in Accounting
Temple University 2004 — 2006
Glenda Hoge Glenda Hoge's BNY Mellon Experience June 1996 - April 2003
Job Accounting Professional
Industry Accounting
Experience
TD Bank N.A. March 2005 - Present
BNY Mellon June 1996 - April 2003
Shoprite December 1989 - April 1998
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Accounting, Finance, Internal Controls, Tax, Account Reconciliation, Banking, Internal Audit, Financial Modeling, Corporate Finance, Customer Service, Analysis, IFRS, Risk Management, Budgets, MIS
Education
Passaic County Community College 1997 — 1998
Bachelor's degree, Business Administration and Management, General
TD Bank N.A. March 2005 - Present
BNY Mellon June 1996 - April 2003
Shoprite December 1989 - April 1998
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Accounting, Finance, Internal Controls, Tax, Account Reconciliation, Banking, Internal Audit, Financial Modeling, Corporate Finance, Customer Service, Analysis, IFRS, Risk Management, Budgets, MIS
Education
Passaic County Community College 1997 — 1998
Bachelor's degree, Business Administration and Management, General
Ashley Smith Ashley Smith's BNY Mellon Experience January 2008 - Present
Job Lead Analytics Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2008 - Present
Russell Investments November 2005 - January 2008
Skills
Microsoft Excel, SharePoint, Data Analysis, SQL, Analytics, QMF for Windows, Bloomberg, FactSet, Lotus Notes, Microsoft Word, Outlook, Dreamweaver, Analytical Skills, Procedure Development, User Acceptance Testing, FTP, Workbench, Change Management
Education
Pacific Lutheran University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Communication, General
BNY Mellon January 2008 - Present
Russell Investments November 2005 - January 2008
Skills
Microsoft Excel, SharePoint, Data Analysis, SQL, Analytics, QMF for Windows, Bloomberg, FactSet, Lotus Notes, Microsoft Word, Outlook, Dreamweaver, Analytical Skills, Procedure Development, User Acceptance Testing, FTP, Workbench, Change Management
Education
Pacific Lutheran University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Communication, General
William M. Omanoff's BNY Mellon Experience January 2010 - December 2011
Job CCAR expert advisor consultant at Platinion A Boston Consulting Group company
Industry Information Services
Experience
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
Jennifer Rizk's BNY Mellon Experience January 2012 - April 2013
Job Merchandise Specialist at American Eagle Corporate Office
Industry Financial Services
Experience
American Eagle Outfitters, HQ April 2013 - Present
BNY Mellon January 2012 - April 2013
BNY Mellon December 2010 - December 2011
BNY Mellon September 2010 - December 2010
Macy's June 2006 - December 2008
Macy's June 2006 - December 2008
Skills
Windows PC and Mac OS..., MS Office Suite, Asset Management, Customer Relations, Securities, Inventory Management, Investments, Customer Service, Time Management, Sales, Customer Satisfaction, Portfolio Management, Merchandising, Retail, Trading, Marketing, Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Management, Microsoft Office, Social Media
Education
Penn State University 2006 — 2010
Bachelor of Administration, Marketing, Health Policy and Administration
Penn Hills
American Eagle Outfitters, HQ April 2013 - Present
BNY Mellon January 2012 - April 2013
BNY Mellon December 2010 - December 2011
BNY Mellon September 2010 - December 2010
Macy's June 2006 - December 2008
Macy's June 2006 - December 2008
Skills
Windows PC and Mac OS..., MS Office Suite, Asset Management, Customer Relations, Securities, Inventory Management, Investments, Customer Service, Time Management, Sales, Customer Satisfaction, Portfolio Management, Merchandising, Retail, Trading, Marketing, Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Management, Microsoft Office, Social Media
Education
Penn State University 2006 — 2010
Bachelor of Administration, Marketing, Health Policy and Administration
Penn Hills
Cherisse Waligura Cherisse Waligura's BNY Mellon Experience October 2012 - September 2014
Job Role Change to General Accounting for North America
Industry Financial Services
Experience
Mylan March 2015 - Present
Mylan September 2014 - Present
BNY Mellon October 2012 - September 2014
BNY Mellon August 2012 - September 2014
BNY Mellon September 2009 - September 2014
Otto Brick Co. June 2006 - September 2009
Omnicare June 1998 - June 2006
PwC 1990 - 1998
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, SEC filings, Auditing, GAAP, Financial Accounting, Forecasting, Hyperion Enterprise, Consolidation, Finance, CPA, Variance Analysis, US GAAP, General Ledger, Account Reconciliation, Cash Flow, Sarbanes-Oxley, Journal Entries, Financial Statements, Financial Services, Process Improvement, Managerial Finance, Financial Audits, SEC Filings
Education
Penn State University 1986 — 1990
Bachelor of Science, Accounting
Mylan March 2015 - Present
Mylan September 2014 - Present
BNY Mellon October 2012 - September 2014
BNY Mellon August 2012 - September 2014
BNY Mellon September 2009 - September 2014
Otto Brick Co. June 2006 - September 2009
Omnicare June 1998 - June 2006
PwC 1990 - 1998
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, SEC filings, Auditing, GAAP, Financial Accounting, Forecasting, Hyperion Enterprise, Consolidation, Finance, CPA, Variance Analysis, US GAAP, General Ledger, Account Reconciliation, Cash Flow, Sarbanes-Oxley, Journal Entries, Financial Statements, Financial Services, Process Improvement, Managerial Finance, Financial Audits, SEC Filings
Education
Penn State University 1986 — 1990
Bachelor of Science, Accounting
Yuri Mavashev's BNY Mellon Experience February 2010 - January 2011
Job Associate Director FP&A, Reporting
Industry Financial Services
Experience
Leading Global Company June 2014 - Present
Scholastic December 2011 - June 2014
Broadridge January 2011 - December 2011
BNY Mellon February 2010 - January 2011
Healthfirst March 2007 - February 2010
Edison Properties June 2003 - March 2007
Skills
Financial Analysis, Forecasting, Project Management, Data Management, Data Warehousing, Profit & Loss Management, Internal Audit, JD Edwards, Oracle Financials, Crystal Reports, Business Analysis, Healthcare Analysis, HIPAA, Big Data, Variance Analysis, Valuation, Analysis, Accounting, Financial Reporting, Healthcare, Budgets, Income Statement, Data Analysis, Oracle E-Business Suite, Finance, Management, Sarbanes-Oxley Act, Access, Cash Flow, Financial Statements, Account Reconciliation, Auditing, Strategic Financial..., SAP, Financial Modeling, Strategy, Financial Accounting, Risk Management, Accounts Payable, Accounts Receivable, Competitive Analysis, Analytics, Business Intelligence, GAAP, Process Improvement, Equities, Derivatives, Investment Banking
Education
Pace University - Lubin School of Business 2004 — 2008
B.B.A. - Bachelor of Business Administration, Finance & Investments
Leading Global Company June 2014 - Present
Scholastic December 2011 - June 2014
Broadridge January 2011 - December 2011
BNY Mellon February 2010 - January 2011
Healthfirst March 2007 - February 2010
Edison Properties June 2003 - March 2007
Skills
Financial Analysis, Forecasting, Project Management, Data Management, Data Warehousing, Profit & Loss Management, Internal Audit, JD Edwards, Oracle Financials, Crystal Reports, Business Analysis, Healthcare Analysis, HIPAA, Big Data, Variance Analysis, Valuation, Analysis, Accounting, Financial Reporting, Healthcare, Budgets, Income Statement, Data Analysis, Oracle E-Business Suite, Finance, Management, Sarbanes-Oxley Act, Access, Cash Flow, Financial Statements, Account Reconciliation, Auditing, Strategic Financial..., SAP, Financial Modeling, Strategy, Financial Accounting, Risk Management, Accounts Payable, Accounts Receivable, Competitive Analysis, Analytics, Business Intelligence, GAAP, Process Improvement, Equities, Derivatives, Investment Banking
Education
Pace University - Lubin School of Business 2004 — 2008
B.B.A. - Bachelor of Business Administration, Finance & Investments
Joseph L Fernandez Joseph L Fernandez's BNY Mellon Experience July 2014 - Present
Job Managing Director Finance Capital Markets Controllers at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
GFI Group Inc. June 2013 - April 2014
Morgan Stanley May 2011 - January 2013
ICAP May 2010 - May 2011
ISM Advisors LLC October 2007 - April 2010
ICAP June 1997 - September 2007
JPP Eurosecurities 1995 - 1997
Gabelli & Company 1989 - 1993
Deloitte 1986 - 1989
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Accounting
Archbishop Molloy
BNY Mellon July 2014 - Present
GFI Group Inc. June 2013 - April 2014
Morgan Stanley May 2011 - January 2013
ICAP May 2010 - May 2011
ISM Advisors LLC October 2007 - April 2010
ICAP June 1997 - September 2007
JPP Eurosecurities 1995 - 1997
Gabelli & Company 1989 - 1993
Deloitte 1986 - 1989
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Accounting
Archbishop Molloy
Margarita Krupkina Margarita Krupkina's BNY Mellon Experience October 2006 - Present
Job Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Securities, Valuation
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Science (B.S.), International Management
Fontbonne Hall Academy 1998 — 2002
BNY Mellon October 2006 - Present
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Securities, Valuation
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Science (B.S.), International Management
Fontbonne Hall Academy 1998 — 2002
Andrew N. Whitney Andrew N. Whitney's BNY Mellon Experience May 2011 - May 2012
Job Investment Compliance Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments May 2013 - Present
Russell Investments 2012 - 2013
BNY Mellon May 2011 - May 2012
Skills
Financial Analysis, Access, Contract Management, Global Sourcing, Sourcing, Microsoft Excel, SharePoint, Series 7
Education
Pacific Lutheran University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Russell Investments May 2013 - Present
Russell Investments 2012 - 2013
BNY Mellon May 2011 - May 2012
Skills
Financial Analysis, Access, Contract Management, Global Sourcing, Sourcing, Microsoft Excel, SharePoint, Series 7
Education
Pacific Lutheran University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Kent Lorentzen Kent Lorentzen's BNY Mellon Experience 2004 - 2006
Job Managing Director at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets July 2011 - Present
HedgeSpan, Inc 2009 - 2011
Duff Capital Advisors 2008 - 2009
BNY Mellon 2004 - 2006
Deutsche Bank 2002 - 2004
Morgan Stanley 1984 - 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Capital Markets, Series 7, Asset Managment, Investment Banking, Securities, Trading Systems, Prime Brokerage, Private Equity, Wealth Management, Options, Trading, Electronic Trading, Equity Derivatives, Investments, Portfolio Management, Equity Trading, Emerging Markets, Asset Management, Financial Markets, Series 63, Structured Products
Education
Pace University - Lubin School of Business
Citigroup Global Markets July 2011 - Present
HedgeSpan, Inc 2009 - 2011
Duff Capital Advisors 2008 - 2009
BNY Mellon 2004 - 2006
Deutsche Bank 2002 - 2004
Morgan Stanley 1984 - 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Capital Markets, Series 7, Asset Managment, Investment Banking, Securities, Trading Systems, Prime Brokerage, Private Equity, Wealth Management, Options, Trading, Electronic Trading, Equity Derivatives, Investments, Portfolio Management, Equity Trading, Emerging Markets, Asset Management, Financial Markets, Series 63, Structured Products
Education
Pace University - Lubin School of Business
Kenneth Mitchell Kenneth Mitchell's BNY Mellon Experience April 2013 - December 2013
Job IT Security PM at BNY Mellon
Industry Computer & Network Security
Experience
Transactis March 2015 - Present
Crédit Agricole February 2014 - March 2015
BNY Mellon April 2013 - December 2013
Parsons Brinckerhoff November 2009 - April 2013
EDS, an HP Company July 2006 - April 2009
Altria June 2000 - July 2006
IBM January 1986 - May 2000
Skills
ISO 27000, Information Security, Information Security..., Security, Military, Disaster Recovery, Computer Security, Business Process, Incident Management, Business Continuity, Firewalls, ITIL, Penetration Testing, Integration, Infrastructure, Information Technology, CISSP, Vulnerability Management, Program Management, Risk Management, IT Audit, Risk Assessment, Enterprise Software, SDLC, IT Management, Management
Education
Villanova University 2006 — 2006
Certificate, Six Sigma Green Belt
Pace University-Pleasantville/Briarcliff Campus 1989 — 1989
BBA, Graduate Telecommunications Program Certificate
Western Connecticut State University 1982 — 1983
MSA, Administration, Finance and International Business
Pace University-Pleasantville/Briarcliff Campus
BA, Data Processing
Transactis March 2015 - Present
Crédit Agricole February 2014 - March 2015
BNY Mellon April 2013 - December 2013
Parsons Brinckerhoff November 2009 - April 2013
EDS, an HP Company July 2006 - April 2009
Altria June 2000 - July 2006
IBM January 1986 - May 2000
Skills
ISO 27000, Information Security, Information Security..., Security, Military, Disaster Recovery, Computer Security, Business Process, Incident Management, Business Continuity, Firewalls, ITIL, Penetration Testing, Integration, Infrastructure, Information Technology, CISSP, Vulnerability Management, Program Management, Risk Management, IT Audit, Risk Assessment, Enterprise Software, SDLC, IT Management, Management
Education
Villanova University 2006 — 2006
Certificate, Six Sigma Green Belt
Pace University-Pleasantville/Briarcliff Campus 1989 — 1989
BBA, Graduate Telecommunications Program Certificate
Western Connecticut State University 1982 — 1983
MSA, Administration, Finance and International Business
Pace University-Pleasantville/Briarcliff Campus
BA, Data Processing
Natalie Gall Natalie Gall's BNY Mellon Experience August 2014 - May 2015
Job Customer Service Supervisor Sandvik Special Metals
Industry Mechanical or Industrial Engineering
Experience
Sandvik Materials Technology May 2015 - Present
BNY Mellon August 2014 - May 2015
BNY Mellon December 2013 - August 2014
BNY Mellon July 2012 - December 2013
BNY Mellon May 2011 - July 2012
Pacific Lutheran University August 2009 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, PowerPoint, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Bloomberg
Education
Pacific Lutheran University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Walla Walla High School
Walla Walla High School
Sandvik Materials Technology May 2015 - Present
BNY Mellon August 2014 - May 2015
BNY Mellon December 2013 - August 2014
BNY Mellon July 2012 - December 2013
BNY Mellon May 2011 - July 2012
Pacific Lutheran University August 2009 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, PowerPoint, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Bloomberg
Education
Pacific Lutheran University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Walla Walla High School
Walla Walla High School
Vincente Santapau's BNY Mellon Experience August 2005 - July 2007
Job Business Risk Officer at PNC Financial Services Group
Industry Investment Management
Experience
PNC April 2015 - Present
PNC July 2007 - March 2015
BNY Mellon August 2005 - July 2007
Sky Bank February 2004 - August 2005
Jennison Associates July 1998 - July 2003
Skills
Investments, Portfolio Management, Hedge Funds, Equities, Alternative Investments, Private Equity, Finance, Venture Capital, Asset Managment, Financial Modeling, Valuation, Capital Markets, Financial Services, Derivatives, Equity Research, Trading, Financial Advisory, Corporate Finance, Investment Strategies, Financial Markets, Asset Management, Investment Banking
Education
Penn State University 2014 — 2015
MBA, Finance
University of Phoenix 2004 — 2006
MS, Information Systems
Pennsylvania State University-Erie Campus 1993 — 1998
BS, Management Information Systems
PNC April 2015 - Present
PNC July 2007 - March 2015
BNY Mellon August 2005 - July 2007
Sky Bank February 2004 - August 2005
Jennison Associates July 1998 - July 2003
Skills
Investments, Portfolio Management, Hedge Funds, Equities, Alternative Investments, Private Equity, Finance, Venture Capital, Asset Managment, Financial Modeling, Valuation, Capital Markets, Financial Services, Derivatives, Equity Research, Trading, Financial Advisory, Corporate Finance, Investment Strategies, Financial Markets, Asset Management, Investment Banking
Education
Penn State University 2014 — 2015
MBA, Finance
University of Phoenix 2004 — 2006
MS, Information Systems
Pennsylvania State University-Erie Campus 1993 — 1998
BS, Management Information Systems
Sean (Keshen) Qu's BNY Mellon Experience August 2015 - Present
Job Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
World Business Lenders, LLC December 2014 - July 2015
FLSV Fund Administration Services January 2014 - November 2014
KBG Fund Group 卡贝基金 May 2012 - December 2013
AXA Advisors May 2010 - September 2010
Skills
Risk Management, Mandarin, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Derivatives, Equities, Asset Management, Private Equity
Education
Pace University - Lubin School of Business 2010 — 2012
Master's degree, Investments and Securities
BNY Mellon August 2015 - Present
World Business Lenders, LLC December 2014 - July 2015
FLSV Fund Administration Services January 2014 - November 2014
KBG Fund Group 卡贝基金 May 2012 - December 2013
AXA Advisors May 2010 - September 2010
Skills
Risk Management, Mandarin, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Derivatives, Equities, Asset Management, Private Equity
Education
Pace University - Lubin School of Business 2010 — 2012
Master's degree, Investments and Securities
Maria Cecilia Gilday Maria Cecilia Gilday's BNY Mellon Experience May 1987 - October 1992
Job AVP, Service Management with Barclays Investment Bank
Industry Information Technology and Services
Experience
Barclays Capital 2011 - Present
Barclays Capital 2009 - 2011
UBS Investment Bank January 1999 - November 2008
UBS Investment Bank November 1992 - January 1999
BNY Mellon May 1987 - October 1992
Education
Pace University-New York
St Francis Prep
Barclays Capital 2011 - Present
Barclays Capital 2009 - 2011
UBS Investment Bank January 1999 - November 2008
UBS Investment Bank November 1992 - January 1999
BNY Mellon May 1987 - October 1992
Education
Pace University-New York
St Francis Prep
Ben Farber's BNY Mellon Experience February 2010 - January 2014
Job Visual Storyteller / Senior Graphic Designer
Industry Graphic Design
Experience
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
Randy Blatt Randy Blatt's BNY Mellon Experience June 2011 - June 2012
Job Account Manager at Jazz
Industry Computer Software
Experience
Penna Flame Industries June 2012 - March 2015
BNY Mellon June 2011 - June 2012
BNY Mellon June 2009 - June 2011
Verizon Wireless November 2008 - July 2009
Skills
Sales, Account Management, New Business Development, Long-term Customer..., Technical Product Sales, Project Estimation, Quote Preparation, CRM, Customer Service, Microsoft Office, SAP ERP, Microsoft Excel, Communication, Strategic Planning, Sales Management, Team Building
Education
Penn State Erie, The Behrend College 2004 — 2008
BS, Marketing
Seneca Valley High School 2000 — 2004
Penna Flame Industries June 2012 - March 2015
BNY Mellon June 2011 - June 2012
BNY Mellon June 2009 - June 2011
Verizon Wireless November 2008 - July 2009
Skills
Sales, Account Management, New Business Development, Long-term Customer..., Technical Product Sales, Project Estimation, Quote Preparation, CRM, Customer Service, Microsoft Office, SAP ERP, Microsoft Excel, Communication, Strategic Planning, Sales Management, Team Building
Education
Penn State Erie, The Behrend College 2004 — 2008
BS, Marketing
Seneca Valley High School 2000 — 2004
Nick Sandford Nick Sandford's BNY Mellon Experience June 2015 - August 2015
Job Mathematics Undergraduate at Penn State
Industry Financial Services
Experience
BNY Mellon June 2015 - August 2015
Phi Sigma Kappa Fraternity December 2014 - May 2015
Princeton Alternative Capital Strategies June 2014 - August 2014
Natural Systems Utilities May 2014 - August 2014
Skills
Engineering, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, AutoCAD, Teamwork, Leadership, Data Analysis, Management, Event Planning, Mathematical Analysis, C++
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Mathematics
BNY Mellon June 2015 - August 2015
Phi Sigma Kappa Fraternity December 2014 - May 2015
Princeton Alternative Capital Strategies June 2014 - August 2014
Natural Systems Utilities May 2014 - August 2014
Skills
Engineering, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, AutoCAD, Teamwork, Leadership, Data Analysis, Management, Event Planning, Mathematical Analysis, C++
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Mathematics
Stephen DeMarchi Stephen DeMarchi's BNY Mellon Experience February 2014 - Present
Job Derivatives Operations Manager
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon August 2009 - December 2012
BNY Mellon March 2008 - August 2009
SingleSource Property Solutions April 2007 - November 2007
SingleSource Property Solutions LLC November 2005 - April 2007
Darden Restaurants May 2004 - November 2005
Penn State Smeal MBA Program October 2003 - July 2004
Skills
Derivatives, Swaps, Interest Rate Swaps, Equity Swaps, Microsoft Office, Windows, Training Skills, CCP, Credit Derivatives, Analysis, Portfolio Management
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance, 3.45 / 4.0
BNY Mellon February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon August 2009 - December 2012
BNY Mellon March 2008 - August 2009
SingleSource Property Solutions April 2007 - November 2007
SingleSource Property Solutions LLC November 2005 - April 2007
Darden Restaurants May 2004 - November 2005
Penn State Smeal MBA Program October 2003 - July 2004
Skills
Derivatives, Swaps, Interest Rate Swaps, Equity Swaps, Microsoft Office, Windows, Training Skills, CCP, Credit Derivatives, Analysis, Portfolio Management
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance, 3.45 / 4.0
Paul Toma Paul Toma's BNY Mellon Experience 2015 - Present
Job Corporate Actions Specialist at BNY Mellon. Penn State Behrend class of 2015. Majored in finance and minored in MIS.
Industry Financial Services
Experience
BNY Mellon 2015 - Present
Penn State January 2013 - May 2013
Penn State Beaver May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Access, SQL, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Teamwork, Time Management, Financial Analysis, Research
Education
Penn State Erie, The Behrend College 2011 — 2015
Bachelor's degree, Finance with Minor in Management Information Systems
BNY Mellon 2015 - Present
Penn State January 2013 - May 2013
Penn State Beaver May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Access, SQL, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Teamwork, Time Management, Financial Analysis, Research
Education
Penn State Erie, The Behrend College 2011 — 2015
Bachelor's degree, Finance with Minor in Management Information Systems
Sameer K. Jamal Sameer K. Jamal's BNY Mellon Experience April 2004 - February 2008
Job Art Director/Creative Consultant
Industry Media Production
Experience
Freelancer April 2012 - Present
Well Told Story (Kenya) June 2014 - June 2015
The Little Theatre Company September 2013 - June 2015
Fingerprint Films December 2013 - February 2015
Modern Times Group MTG March 2014 - January 2015
BBC Media Action October 2014 - December 2014
Media for Development International May 2012 - September 2014
AllSaints March 2011 - April 2012
TOPSHOP TOPMAN June 2010 - November 2011
BNY Mellon April 2004 - February 2008
Skills
Art Direction, Creative Direction, Visual Communication, Set Design, Visual Merchandising, Set Dressing, Marketing Communications, Video Production, Photography, Research, Production Design, Scenic Design, Stage Management, Studio Art, Set Construction, Theatre, Assistant Directing, Interactive Media, Visual Arts, Interactive Advertising, Copywriting, Marketing Management, Project Management, Final Cut Studio, CAD, Illustrator, CSS, XHTML, Property Management, InDesign, Photoshop, Content Development, Television Studio..., Documentaries, Media Production
Education
Parsons School of Design 2009 — 2013
Bachelor of Fine Arts (BFA), Art, Media and Technology
Freelancer April 2012 - Present
Well Told Story (Kenya) June 2014 - June 2015
The Little Theatre Company September 2013 - June 2015
Fingerprint Films December 2013 - February 2015
Modern Times Group MTG March 2014 - January 2015
BBC Media Action October 2014 - December 2014
Media for Development International May 2012 - September 2014
AllSaints March 2011 - April 2012
TOPSHOP TOPMAN June 2010 - November 2011
BNY Mellon April 2004 - February 2008
Skills
Art Direction, Creative Direction, Visual Communication, Set Design, Visual Merchandising, Set Dressing, Marketing Communications, Video Production, Photography, Research, Production Design, Scenic Design, Stage Management, Studio Art, Set Construction, Theatre, Assistant Directing, Interactive Media, Visual Arts, Interactive Advertising, Copywriting, Marketing Management, Project Management, Final Cut Studio, CAD, Illustrator, CSS, XHTML, Property Management, InDesign, Photoshop, Content Development, Television Studio..., Documentaries, Media Production
Education
Parsons School of Design 2009 — 2013
Bachelor of Fine Arts (BFA), Art, Media and Technology
Luke Coe's BNY Mellon Experience December 2011 - September 2013
Job Senior Research Associate at Kelmar Associates
Industry Financial Services
Experience
Kelmar Associates September 2013 - Present
BNY Mellon December 2011 - September 2013
McBee Associates, Inc. November 2009 - December 2011
Skills
Finance, Account Reconciliation, Accounting, Bloomberg, Management, Analysis, Financial Analysis, Financial Reporting
Education
Villanova University 2012 — 2016
Master of Business Administration (MBA)
Penn State University 2005 — 2008
Bachelor of Science (BS), Finance, General
Kelmar Associates September 2013 - Present
BNY Mellon December 2011 - September 2013
McBee Associates, Inc. November 2009 - December 2011
Skills
Finance, Account Reconciliation, Accounting, Bloomberg, Management, Analysis, Financial Analysis, Financial Reporting
Education
Villanova University 2012 — 2016
Master of Business Administration (MBA)
Penn State University 2005 — 2008
Bachelor of Science (BS), Finance, General
Raji Kaur's BNY Mellon Experience August 2014 - Present
Job Senior Analytics Analyst
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
Pacific Lutheran University September 2013 - June 2014
Capital One ShareBuilder, Inc. September 2011 - September 2013
Pacific Lutheran University 2007 - 2011
Russell Investments February 2010 - May 2010
Skills
Quantitative, Microsoft Office, Bloomberg, Research, Compliance, Equities, Investments, Asset Management, Sales, Salesforce.com, Series 7, SQL, PowerPoint, Project Management, Data Analysis, Microsoft Excel, Risk Management, Portfolio Management, Financial Modeling
Education
Pacific Lutheran University 2007 — 2011
B.S.; B.A.
BNY Mellon August 2014 - Present
Pacific Lutheran University September 2013 - June 2014
Capital One ShareBuilder, Inc. September 2011 - September 2013
Pacific Lutheran University 2007 - 2011
Russell Investments February 2010 - May 2010
Skills
Quantitative, Microsoft Office, Bloomberg, Research, Compliance, Equities, Investments, Asset Management, Sales, Salesforce.com, Series 7, SQL, PowerPoint, Project Management, Data Analysis, Microsoft Excel, Risk Management, Portfolio Management, Financial Modeling
Education
Pacific Lutheran University 2007 — 2011
B.S.; B.A.
William Puck William Puck's BNY Mellon Experience 1977 - 2015
Job Managing Director at BNY Mellon Retired
Industry Financial Services
Experience
BNY Mellon 1977 - 2015
Skills
Financial Services, Asset Management, Securities, Banking, Operations Management, Finance
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance
Wagner College 1971 — 1975
BS, Economics / Business Administration, Magna Cum Laude
BNY Mellon 1977 - 2015
Skills
Financial Services, Asset Management, Securities, Banking, Operations Management, Finance
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance
Wagner College 1971 — 1975
BS, Economics / Business Administration, Magna Cum Laude
Leslie Angioletti's BNY Mellon Experience November 2013 - Present
Job Sr. Admin Asst at BNY Mellon
Industry Banking
Experience
BNY Mellon November 2013 - Present
J.Hilburn February 2015 - February 2015
Latham & Watkins November 2000 - February 2012
Skills
Outlook, Microsoft Excel, Microsoft Word, Budgets, Access, Process Improvement, Time Management, Team Building, Teamwork, PowerPoint, Retail, Customer Service, Negotiation, Microsoft Office, Sales, Windows, System Administration
Education
Penn Foster 2009 — 2010
Child Day Care Management
Penn Foster Career School
BNY Mellon November 2013 - Present
J.Hilburn February 2015 - February 2015
Latham & Watkins November 2000 - February 2012
Skills
Outlook, Microsoft Excel, Microsoft Word, Budgets, Access, Process Improvement, Time Management, Team Building, Teamwork, PowerPoint, Retail, Customer Service, Negotiation, Microsoft Office, Sales, Windows, System Administration
Education
Penn Foster 2009 — 2010
Child Day Care Management
Penn Foster Career School
Daniel Wentz Jr's BNY Mellon Experience June 2013 - April 2015
Job Small Business Sales Consultant
Industry Financial Services
Experience
ADP April 2015 - Present
BNY Mellon June 2013 - April 2015
North Suburban Umpires Association May 2010 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Analytics, Accounting, Financial Reporting, Financial Analysis, Tax, Account Reconciliation, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Corporate Tax, Strategic Financial..., Financial Statements, GAAP
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Accounting
ADP April 2015 - Present
BNY Mellon June 2013 - April 2015
North Suburban Umpires Association May 2010 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Analytics, Accounting, Financial Reporting, Financial Analysis, Tax, Account Reconciliation, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Corporate Tax, Strategic Financial..., Financial Statements, GAAP
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Accounting
Peter Koniecko Peter Koniecko's BNY Mellon Experience December 2011 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates March 2007 - December 2011
UBS February 2006 - March 2007
Citi February 2002 - February 2006
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Analysis, Bonds, Accounting, Back Office, Account Reconciliation, Cash Management, Securities, Fund Accounting
Education
The University of Connecticut 2003 — 2005
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), International Management
BNY Mellon December 2011 - Present
Bridgewater Associates March 2007 - December 2011
UBS February 2006 - March 2007
Citi February 2002 - February 2006
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Analysis, Bonds, Accounting, Back Office, Account Reconciliation, Cash Management, Securities, Fund Accounting
Education
The University of Connecticut 2003 — 2005
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), International Management
Dorothy Goins Dorothy Goins's BNY Mellon Experience September 2006 - March 2012
Job Tax Lien Specialist at U.S. Bank
Industry Financial Services
Experience
US Bank August 2013 - Present
BNY Mellon September 2006 - March 2012
PNC Global Investment Services June 2007 - December 2008
Internal Revenue Service March 2005 - August 2006
YMCA ASSOCIATION OF THE VICINITY June 2004 - January 2005
Upper Main Line YMCA August 2000 - June 2004
First Union/Corestates January 1998 - August 2000
Corestates Bank October 1983 - December 1997
Skills
Tax Treaties, Reclaims,..., Equities, Financial Services, Banking, SWIFT messaging, SWIFT payments, Microsoft Excel, Securities, Mutual Funds, Employee Benefits, Accruals, Amortization Schedules, Account Reconciliation, Finance, Tax, Financial Statements, Invoicing, Fund Accounting, Settlement, Bookkeeping, Mergers, Corporate Actions, Fund Administration, Global Custody, Asset Management, Bank Reconciliation, Internal Controls, Payments, Payroll, Fundraising, Financial Accounting, AML, Investments, Auditing
Education
Peirce College 2011 — 2014
Business Management
The Nonprofit Center at LaSalle University 2010 — 2012
US Bank August 2013 - Present
BNY Mellon September 2006 - March 2012
PNC Global Investment Services June 2007 - December 2008
Internal Revenue Service March 2005 - August 2006
YMCA ASSOCIATION OF THE VICINITY June 2004 - January 2005
Upper Main Line YMCA August 2000 - June 2004
First Union/Corestates January 1998 - August 2000
Corestates Bank October 1983 - December 1997
Skills
Tax Treaties, Reclaims,..., Equities, Financial Services, Banking, SWIFT messaging, SWIFT payments, Microsoft Excel, Securities, Mutual Funds, Employee Benefits, Accruals, Amortization Schedules, Account Reconciliation, Finance, Tax, Financial Statements, Invoicing, Fund Accounting, Settlement, Bookkeeping, Mergers, Corporate Actions, Fund Administration, Global Custody, Asset Management, Bank Reconciliation, Internal Controls, Payments, Payroll, Fundraising, Financial Accounting, AML, Investments, Auditing
Education
Peirce College 2011 — 2014
Business Management
The Nonprofit Center at LaSalle University 2010 — 2012
Fred Ricciardi Fred Ricciardi's BNY Mellon Experience January 1995 - December 2012
Job Director at Pioneer Funds
Industry Financial Services
Experience
Pioneer Funds November 2014 - Present
BNY Mellon January 1995 - December 2012
BNY Mellon January 1989 - December 1994
Skills
Mergers, Securities, Mergers & Acquisitions, Asset Management, Integration, Financial Services, Management, Investments, Equities, Banking, Hedge Funds, Relationship Management, Mutual Funds, Alternative Investments, Capital Markets, Derivatives, Corporate Actions, Fixed Income, Back Office, Investment Management, Fund Administration, Fund Accounting, ETFs, Financial Markets, Fund Of Funds, Bonds, Asset Allocation, Portfolio Management
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pioneer Funds November 2014 - Present
BNY Mellon January 1995 - December 2012
BNY Mellon January 1989 - December 1994
Skills
Mergers, Securities, Mergers & Acquisitions, Asset Management, Integration, Financial Services, Management, Investments, Equities, Banking, Hedge Funds, Relationship Management, Mutual Funds, Alternative Investments, Capital Markets, Derivatives, Corporate Actions, Fixed Income, Back Office, Investment Management, Fund Administration, Fund Accounting, ETFs, Financial Markets, Fund Of Funds, Bonds, Asset Allocation, Portfolio Management
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Tracyann Ayala Tracyann Ayala's BNY Mellon Experience 1998 - 2004
Job Adjunct Professor at Nassau Community College
Industry Banking
Experience
HSBC 2004 - 2012
BNY Mellon 1998 - 2004
BNY Mellon 1993 - 1998
Skills
Leadership, Blended Learning, Banking, Technical Training, Program Management, Learning Management, Financial Services, Distance Learning, Curriculum Design, Hands-on Training, Management, Fund Administration, Adult Education, Cash Management, AML, Equities, Business Analysis, Mutual Funds, Relationship Management, Derivatives, Global Delivery, Deliver Presentations..., Risk Management, Change Management, Hedge Funds, Portfolio Management, Securities, Software Training, Bloomberg, Fixed Income, Effective Program...
Education
Pace University - Lubin School of Business 2013 — 2017
Doctorate of Professional Studies, Finance
Pace University - Lubin School of Business 1998 — 2001
MBA, Financial Management; International Business
BROOKLYN COLLEGE 1989 — 1993
Bachelor of Science, Accounting
FRIESEN, KAYE AND ASSOCIATES
HSBC 2004 - 2012
BNY Mellon 1998 - 2004
BNY Mellon 1993 - 1998
Skills
Leadership, Blended Learning, Banking, Technical Training, Program Management, Learning Management, Financial Services, Distance Learning, Curriculum Design, Hands-on Training, Management, Fund Administration, Adult Education, Cash Management, AML, Equities, Business Analysis, Mutual Funds, Relationship Management, Derivatives, Global Delivery, Deliver Presentations..., Risk Management, Change Management, Hedge Funds, Portfolio Management, Securities, Software Training, Bloomberg, Fixed Income, Effective Program...
Education
Pace University - Lubin School of Business 2013 — 2017
Doctorate of Professional Studies, Finance
Pace University - Lubin School of Business 1998 — 2001
MBA, Financial Management; International Business
BROOKLYN COLLEGE 1989 — 1993
Bachelor of Science, Accounting
FRIESEN, KAYE AND ASSOCIATES
Thomas Angelo, PMP Thomas Angelo, PMP's BNY Mellon Experience January 2010 - Present
Job IT Project Manager Enterprise Solutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2010 - Present
The Bank of New York Mellon March 2008 - April 2010
The Bank of New York Mellon June 2006 - February 2008
Sony May 2005 - January 2006
HD International January 2004 - December 2004
SoftGenetics May 2004 - October 2004
US Steel May 2003 - January 2004
Skills
Vendor Management, Project Management, Business Analysis, SharePoint, Software Development, Integration, Program Management, Process Improvement, Enterprise Architecture, Databases, Management, Risk Management, SDLC, SQL, Software Documentation, Software Project..., Testing
Education
Penn State University 2001 — 2006
BS, Computer Science w/ minor in Engineering Entrepreneurship
Brentwood High School 1998 — 2001
BNY Mellon January 2010 - Present
The Bank of New York Mellon March 2008 - April 2010
The Bank of New York Mellon June 2006 - February 2008
Sony May 2005 - January 2006
HD International January 2004 - December 2004
SoftGenetics May 2004 - October 2004
US Steel May 2003 - January 2004
Skills
Vendor Management, Project Management, Business Analysis, SharePoint, Software Development, Integration, Program Management, Process Improvement, Enterprise Architecture, Databases, Management, Risk Management, SDLC, SQL, Software Documentation, Software Project..., Testing
Education
Penn State University 2001 — 2006
BS, Computer Science w/ minor in Engineering Entrepreneurship
Brentwood High School 1998 — 2001
Jo-Anne (O'Brien) Mineweaser Jo-Anne (O'Brien) Mineweaser's BNY Mellon Experience April 2014 - November 2014
Job Senior Counsel Employee Benefits at Tucker Arensberg, PC
Industry Legal Services
Experience
Tucker Arensberg, P.C. November 2014 - Present
BNY Mellon April 2014 - November 2014
Tucker Arensberg, P.C. May 2010 - April 2014
Air Products and Chemicals, Inc. August 2006 - May 2010
The Benefits Department January 2005 - August 2006
Aristech Chemical Corporation 1997 - 2000
INDSPEC Chemical Corporation 1995 - 1997
PPG Industries 1988 - 1992
Skills
ERISA, Benefits, Pensions, Employee Benefits, Employment Law, Contract Negotiation, Health and Welfare Plans, Executive Compensation, Tax Law, Executive Pay, Litigation, Corporate Law, Human Resources, Corporate Governance, Legal Compliance
Education
University of Pittsburgh School of Law 1992 — 1995
JD, magna cum laude, Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1992
MBA, Business
Penn State University 1984 — 1988
BS, Management Information Systems
St. Mary's High School 1980 — 1984
Tucker Arensberg, P.C. November 2014 - Present
BNY Mellon April 2014 - November 2014
Tucker Arensberg, P.C. May 2010 - April 2014
Air Products and Chemicals, Inc. August 2006 - May 2010
The Benefits Department January 2005 - August 2006
Aristech Chemical Corporation 1997 - 2000
INDSPEC Chemical Corporation 1995 - 1997
PPG Industries 1988 - 1992
Skills
ERISA, Benefits, Pensions, Employee Benefits, Employment Law, Contract Negotiation, Health and Welfare Plans, Executive Compensation, Tax Law, Executive Pay, Litigation, Corporate Law, Human Resources, Corporate Governance, Legal Compliance
Education
University of Pittsburgh School of Law 1992 — 1995
JD, magna cum laude, Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1992
MBA, Business
Penn State University 1984 — 1988
BS, Management Information Systems
St. Mary's High School 1980 — 1984
Lisa Barbacane Lisa Barbacane's BNY Mellon Experience November 2010 - February 2012
Job Fixed Income Portfolio Manager Support at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Investment Management March 2012 - February 2014
BNY Mellon November 2010 - February 2012
Nuveen Investments January 2007 - December 2009
Nuveen Investments January 1999 - December 2006
Education
Penn State University
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Investment Management March 2012 - February 2014
BNY Mellon November 2010 - February 2012
Nuveen Investments January 2007 - December 2009
Nuveen Investments January 1999 - December 2006
Education
Penn State University
Louis Soto Louis Soto's BNY Mellon Experience December 2000 - Present
Job Business Continuity Professional
Industry Banking
Experience
BNY Mellon December 2000 - Present
JPMorgan Chase 1971 - 1992
JPMorgan Chase 1971 - 1992
Skills
Business Continuity..., Professional Services, Banking, Equities, Securities
Education
Pace University - Lubin School of Business
AS, Business Administration
BNY Mellon December 2000 - Present
JPMorgan Chase 1971 - 1992
JPMorgan Chase 1971 - 1992
Skills
Business Continuity..., Professional Services, Banking, Equities, Securities
Education
Pace University - Lubin School of Business
AS, Business Administration
Jon Grossman Jon Grossman's BNY Mellon Experience July 2013 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2013 - Present
Tucker Arensberg, P.C. January 2008 - July 2013
Skills
ERISA, Employee Benefits, Civil Litigation, Commercial Litigation, Litigation, Mediation, Employment Law, Retirement, Wealth Management, Product Liability, Defined Benefit, Corporate Law, Bankruptcy
Education
University of Pittsburgh School of Law 1998 — 2001
Penn State University 1994 — 1998
B.S., Marketing, Business
York Suburban 1990 — 1994
BNY Mellon July 2013 - Present
Tucker Arensberg, P.C. January 2008 - July 2013
Skills
ERISA, Employee Benefits, Civil Litigation, Commercial Litigation, Litigation, Mediation, Employment Law, Retirement, Wealth Management, Product Liability, Defined Benefit, Corporate Law, Bankruptcy
Education
University of Pittsburgh School of Law 1998 — 2001
Penn State University 1994 — 1998
B.S., Marketing, Business
York Suburban 1990 — 1994
Raymie Zychowski Raymie Zychowski's BNY Mellon Experience October 2012 - April 2015
Job Deep Dive Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group April 2015 - Present
BNY Mellon October 2012 - April 2015
G4S Compliance and Investigations March 2007 - February 2010
United States Marine Corps October 2000 - September 2004
Skills
Computer Repair, C, Java, Netcat, VMware, Windows, Wireshark, NetWitness, ArcSight, Site Protector, StealthWatch, Network Forensics, Security, Computer Security, Information Security, Malware Analysis, Networking, Network Security, Penetration Testing, Disaster Recovery, Business Continuity, Management, Information Security...
Education
University of Pittsburgh 2011 — 2012
Master's degree, Information Science/Studies
University of Pittsburgh 2010 — 2011
Bachelor of Arts (BA), Social Sciences
Penn State University 1994 — 1998
UnitedHealth Group April 2015 - Present
BNY Mellon October 2012 - April 2015
G4S Compliance and Investigations March 2007 - February 2010
United States Marine Corps October 2000 - September 2004
Skills
Computer Repair, C, Java, Netcat, VMware, Windows, Wireshark, NetWitness, ArcSight, Site Protector, StealthWatch, Network Forensics, Security, Computer Security, Information Security, Malware Analysis, Networking, Network Security, Penetration Testing, Disaster Recovery, Business Continuity, Management, Information Security...
Education
University of Pittsburgh 2011 — 2012
Master's degree, Information Science/Studies
University of Pittsburgh 2010 — 2011
Bachelor of Arts (BA), Social Sciences
Penn State University 1994 — 1998
ross small ross small's BNY Mellon Experience June 2014 - Present
Job
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Skills
Microsoft Excel, Sales, Research, Customer Service, Marketing, Social Media, Strategic Planning
Education
Penn State University 2009 — 2013
Bachelor's degree, Economics
BNY Mellon June 2014 - Present
Skills
Microsoft Excel, Sales, Research, Customer Service, Marketing, Social Media, Strategic Planning
Education
Penn State University 2009 — 2013
Bachelor's degree, Economics
Kathy Kelly Sapienza Kathy Kelly Sapienza's BNY Mellon Experience 1995 - 2006
Job Executive Administration
Industry Research
Experience
Kelly Services 2013 - 2015
Henry Schein 2010 - 2012
Citi 2007 - 2010
American Home Mortgage 2006 - 2007
BNY Mellon 1995 - 2006
Northwestern Mutual 1990 - 1995
Skills
Executive..., Customer Service, Outlook, Microsoft Office, Time Management, Microsoft Excel, Process Improvement, Microsoft Word, Project Management, Marketing, Financial Analysis, Social Media, Onboarding, Event Planning, Training, Social Networking, Strategic Planning
Education
Pace University - Lubin School of Business 2005 — 2009
Bachelor's Degree, Finance, magna cum laude
East Rockaway High School
Stony Brook University
General Studies
Kelly Services 2013 - 2015
Henry Schein 2010 - 2012
Citi 2007 - 2010
American Home Mortgage 2006 - 2007
BNY Mellon 1995 - 2006
Northwestern Mutual 1990 - 1995
Skills
Executive..., Customer Service, Outlook, Microsoft Office, Time Management, Microsoft Excel, Process Improvement, Microsoft Word, Project Management, Marketing, Financial Analysis, Social Media, Onboarding, Event Planning, Training, Social Networking, Strategic Planning
Education
Pace University - Lubin School of Business 2005 — 2009
Bachelor's Degree, Finance, magna cum laude
East Rockaway High School
Stony Brook University
General Studies
Jill Dobson Jill Dobson's BNY Mellon Experience August 2000 - October 2006
Job Small Business Lending Specialist at Peoples Bank
Industry Banking
Experience
Peoples Bank March 2010 - Present
Peoples Bank March 2010 - Present
Subcontractor May 2007 - March 2010
BNY Mellon August 2000 - October 2006
National Bank of Canada April 1988 - August 2000
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Credit Analysis, Due Diligence, Auditing, Field Inspections, Risk Management, Credit Risk, Collateral Management, Underwriting, Independent Contractors, Field Examination, Budget Forecasts, Banking, Collateral, Credit, Finance, Analysis, Small Business Lending, Commercial Banking
Education
Pace University - Lubin School of Business 1998 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Ramapo College of New Jersey 1988 — 1992
BS, Business Management
Peoples Bank March 2010 - Present
Peoples Bank March 2010 - Present
Subcontractor May 2007 - March 2010
BNY Mellon August 2000 - October 2006
National Bank of Canada April 1988 - August 2000
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Credit Analysis, Due Diligence, Auditing, Field Inspections, Risk Management, Credit Risk, Collateral Management, Underwriting, Independent Contractors, Field Examination, Budget Forecasts, Banking, Collateral, Credit, Finance, Analysis, Small Business Lending, Commercial Banking
Education
Pace University - Lubin School of Business 1998 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Ramapo College of New Jersey 1988 — 1992
BS, Business Management
Stephen Kovach Stephen Kovach's BNY Mellon Experience January 2007 - January 2009
Job
Industry Financial Services
Experience
The Bank of New York Mellon January 2011 - Present
MSA January 2012 - May 2012
Eagle Pace Performance January 2009 - January 2011
BNY Mellon January 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
University of Pittsburgh 2009 — 2012
Masters of Business Administration (MBA), Human Resources / Management Consulting
Penn State University 2003 — 2007
Bachelors of Science, Finance
Temple University
International Business Minor, International Business - Rome, Italy
The Bank of New York Mellon January 2011 - Present
MSA January 2012 - May 2012
Eagle Pace Performance January 2009 - January 2011
BNY Mellon January 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
University of Pittsburgh 2009 — 2012
Masters of Business Administration (MBA), Human Resources / Management Consulting
Penn State University 2003 — 2007
Bachelors of Science, Finance
Temple University
International Business Minor, International Business - Rome, Italy
Florence Chong's BNY Mellon Experience January 2012 - Present
Job Vice President at BNY Mellon Corporate Trust
Industry Banking
Experience
BNY Mellon January 2012 - Present
Skills
Global Custody, Brokerage, International Business..., Relationship Management, Business Development, Financial Services, Management, Fixed Income, Securities, Investments
Education
Pace University - Lubin School of Business 2002 — 2003
MBA, International Business
Syracuse University 1995 — 1997
BA, Economics
BNY Mellon January 2012 - Present
Skills
Global Custody, Brokerage, International Business..., Relationship Management, Business Development, Financial Services, Management, Fixed Income, Securities, Investments
Education
Pace University - Lubin School of Business 2002 — 2003
MBA, International Business
Syracuse University 1995 — 1997
BA, Economics
Matt Randolph's BNY Mellon Experience March 2003 - July 2004
Job Associate Director, Portfolio Contracting at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2004 - Present
BNY Mellon March 2003 - July 2004
Merrill Lynch 1999 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Management, Program Management, Soft Dollars, Prime Brokerage, Contract Negotiation, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Asset Managment, Investments, Compliance, Project Oversight, Finance, Commissioning Management, Management, Financial Operations, Foreign Exchange, ISDA, Futures, Databases, Supplier Negotiation, Vendor Management, Executive Reporting, Strategic Thinking, Strategic Planning, Business Strategy, Trading, Conflict Resolution, Commission Recapture, Options, Money Managers, Committees, Custodians, Trust Funds, Endowment Funds, Separately Managed..., UCITS, Fund Of Funds, Strategy, Bitcoin
Education
Pacific Lutheran University - School of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Russell Investments July 2004 - Present
BNY Mellon March 2003 - July 2004
Merrill Lynch 1999 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Management, Program Management, Soft Dollars, Prime Brokerage, Contract Negotiation, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Asset Managment, Investments, Compliance, Project Oversight, Finance, Commissioning Management, Management, Financial Operations, Foreign Exchange, ISDA, Futures, Databases, Supplier Negotiation, Vendor Management, Executive Reporting, Strategic Thinking, Strategic Planning, Business Strategy, Trading, Conflict Resolution, Commission Recapture, Options, Money Managers, Committees, Custodians, Trust Funds, Endowment Funds, Separately Managed..., UCITS, Fund Of Funds, Strategy, Bitcoin
Education
Pacific Lutheran University - School of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Adlai Alviola's BNY Mellon Experience August 2013 - November 2013
Job Network Engineer at United States Department of Defense
Industry Computer & Network Security
Experience
United States Department of Defense / Vectrus April 2015 - Present
Barclays November 2013 - March 2015
BNY Mellon August 2013 - November 2013
Bank of America March 2012 - August 2013
AT&T 2011 - 2012
4 D Security 2011 - 2011
Morgan Stanley 2010 - 2011
Deutsche Bank 2005 - 2010
AT&T 2000 - 2007
New York City Department of Correction July 2004 - December 2005
Skills
Cisco Technologies, Mutlicast Network Design, Low Latency Networking..., MPLS Networking, Juniper Networks, Network Traffic Analysis, Datacenter Integration, Cisco Firewall Security, Checkpoint Security, Datacenter..., Market Data Multicast..., ITIL, Disaster Recovery, Routing, TCP/IP, Security, Data Center, IT Service Management, Virtualization, BGP, Switches, LAN-WAN, Checkpoint, Network Engineering, Infrastructure, OSPF, Integration, Network Architecture, WAN, MPLS, Firewalls, Cisco IOS, Network Administration, IP, SAN, EIGRP, VPN, Juniper, Network Security, Network Design
Education
Pamantasan ng Lungsod ng Maynila 1985 — 1989
United States Department of Defense / Vectrus April 2015 - Present
Barclays November 2013 - March 2015
BNY Mellon August 2013 - November 2013
Bank of America March 2012 - August 2013
AT&T 2011 - 2012
4 D Security 2011 - 2011
Morgan Stanley 2010 - 2011
Deutsche Bank 2005 - 2010
AT&T 2000 - 2007
New York City Department of Correction July 2004 - December 2005
Skills
Cisco Technologies, Mutlicast Network Design, Low Latency Networking..., MPLS Networking, Juniper Networks, Network Traffic Analysis, Datacenter Integration, Cisco Firewall Security, Checkpoint Security, Datacenter..., Market Data Multicast..., ITIL, Disaster Recovery, Routing, TCP/IP, Security, Data Center, IT Service Management, Virtualization, BGP, Switches, LAN-WAN, Checkpoint, Network Engineering, Infrastructure, OSPF, Integration, Network Architecture, WAN, MPLS, Firewalls, Cisco IOS, Network Administration, IP, SAN, EIGRP, VPN, Juniper, Network Security, Network Design
Education
Pamantasan ng Lungsod ng Maynila 1985 — 1989
Brenda Yang's BNY Mellon Experience June 2014 - Present
Job VP, SOX and Internal Controls at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2014 - Present
QBE September 2012 - June 2014
Willis March 2006 - August 2012
PwC March 2004 - March 2006
Skills
GAAP, Accounting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Auditing, Internal Audit, Process Improvement, External Audit
Education
Pennsylvania State University 2002 — 2003
Master's, Accounting
BNY Mellon June 2014 - Present
QBE September 2012 - June 2014
Willis March 2006 - August 2012
PwC March 2004 - March 2006
Skills
GAAP, Accounting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Auditing, Internal Audit, Process Improvement, External Audit
Education
Pennsylvania State University 2002 — 2003
Master's, Accounting
Gopinath Tatachar's BNY Mellon Experience November 2013 - Present
Job Global Head of Engineering & Operations
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
NYU Langone Medical Center August 2011 - September 2013
Goldman Sachs August 2009 - August 2011
UBS Wealth Management, NJ August 2008 - September 2009
UBS August 2006 - July 2008
UBS Wealth Management June 2005 - July 2006
UBS March 2003 - June 2005
Credit Suisse 1996 - 2003
Goldman Sachs January 1994 - May 1995
Nynex Science & Technology Center April 1992 - December 1993
Skills
Vendor Management, IT Service Management, Program Management, Management, IT Operations, Service Delivery, ITIL, Project Management, IT Strategy, Networking, Enterprise Architecture, Integration, Disaster Recovery, IT Management, SDLC, Process Improvement, Leadership, Incident Management, Business Analysis, System Administration, Data Center, Infrastructure, Project Portfolio..., Information Security, Information Technology, PMP, PMO, Outsourcing, Business Continuity, Cloud Computing
Education
Pace University-Pleasantville/Briarcliff Campus
MS, Computer Science
University of Mysore
BE, Engineering
BNY Mellon November 2013 - Present
NYU Langone Medical Center August 2011 - September 2013
Goldman Sachs August 2009 - August 2011
UBS Wealth Management, NJ August 2008 - September 2009
UBS August 2006 - July 2008
UBS Wealth Management June 2005 - July 2006
UBS March 2003 - June 2005
Credit Suisse 1996 - 2003
Goldman Sachs January 1994 - May 1995
Nynex Science & Technology Center April 1992 - December 1993
Skills
Vendor Management, IT Service Management, Program Management, Management, IT Operations, Service Delivery, ITIL, Project Management, IT Strategy, Networking, Enterprise Architecture, Integration, Disaster Recovery, IT Management, SDLC, Process Improvement, Leadership, Incident Management, Business Analysis, System Administration, Data Center, Infrastructure, Project Portfolio..., Information Security, Information Technology, PMP, PMO, Outsourcing, Business Continuity, Cloud Computing
Education
Pace University-Pleasantville/Briarcliff Campus
MS, Computer Science
University of Mysore
BE, Engineering
Mark A. Torossian, CPA's BNY Mellon Experience January 2013 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon July 2012 - January 2013
BNY Mellon March 2010 - July 2012
BNY Mellon August 2008 - March 2010
Merrill Lynch & Co May 2004 - August 2008
Skills
Cost Allocation, Financial Planning, Financial Analysis, Risk Management, Fixed Income, Forecasting, Variance Analysis, Finance, Budgets, Alternative Investments, Financial Modeling, Equities, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Investments, Valuation, Banking, Financial Risk, Financial Reporting, Derivatives, Investment Banking, Financial Services, Asset Management, Bloomberg, Hedge Funds
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
BNY Mellon January 2013 - Present
BNY Mellon July 2012 - January 2013
BNY Mellon March 2010 - July 2012
BNY Mellon August 2008 - March 2010
Merrill Lynch & Co May 2004 - August 2008
Skills
Cost Allocation, Financial Planning, Financial Analysis, Risk Management, Fixed Income, Forecasting, Variance Analysis, Finance, Budgets, Alternative Investments, Financial Modeling, Equities, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Investments, Valuation, Banking, Financial Risk, Financial Reporting, Derivatives, Investment Banking, Financial Services, Asset Management, Bloomberg, Hedge Funds
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
Herlie Velez's BNY Mellon Experience January 1998 - July 2007
Job Information Technology Professional
Industry Computer Software
Experience
CenturyLink March 2008 - May 2015
BNY Mellon January 1998 - July 2007
Citigroup/Salomon Smith Barney (starting with Salomon Brothers) January 1991 - December 1997
Skills
AIX, Solaris, HP-UX, Unix Shell Scripting, Unix, DNS, Windows Server, Disaster Recovery, Virtualization, ITIL, High Availability, Data Center, Cluster, Perl, SAN, Servers
Education
Pace University-Pleasantville/Briarcliff Campus
Computer Science
CenturyLink March 2008 - May 2015
BNY Mellon January 1998 - July 2007
Citigroup/Salomon Smith Barney (starting with Salomon Brothers) January 1991 - December 1997
Skills
AIX, Solaris, HP-UX, Unix Shell Scripting, Unix, DNS, Windows Server, Disaster Recovery, Virtualization, ITIL, High Availability, Data Center, Cluster, Perl, SAN, Servers
Education
Pace University-Pleasantville/Briarcliff Campus
Computer Science
Jacob Sassoon's BNY Mellon Experience September 2012 - April 2013
Job Regulatory Risk Consultant at Crossbridge
Industry Financial Services
Experience
Crossbridge February 2015 - Present
(USTA) United States Tennis Association 2008 - Present
Citi April 2013 - December 2014
BNY Mellon September 2012 - April 2013
Morgan Stanley May 2010 - September 2012
Misys February 2008 - February 2009
KPMG June 2007 - August 2007
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Banking, Financial Reporting, Excel, Access, Risk Management, Word, Corporate Finance, Business Analysis, Analysis, Process Engineering, Data Analysis, Operational Risk, Risk, Collateral Management, Microsoft Excel, Financial Risk, Portfolio Management, Finance, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance, Accounting
Yeshiva University 2002 — 2005
BA, Economics
Crossbridge February 2015 - Present
(USTA) United States Tennis Association 2008 - Present
Citi April 2013 - December 2014
BNY Mellon September 2012 - April 2013
Morgan Stanley May 2010 - September 2012
Misys February 2008 - February 2009
KPMG June 2007 - August 2007
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Banking, Financial Reporting, Excel, Access, Risk Management, Word, Corporate Finance, Business Analysis, Analysis, Process Engineering, Data Analysis, Operational Risk, Risk, Collateral Management, Microsoft Excel, Financial Risk, Portfolio Management, Finance, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance, Accounting
Yeshiva University 2002 — 2005
BA, Economics
Lori Winters's BNY Mellon Experience July 2008 - Present
Job Vice President/Sr. Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2008 - Present
Mellon Analytical Solutions September 2005 - July 2007
Russell Investment Group 1996 - 2000
Skills
Process Improvement, Risk Management, Management, Financial Analysis, Business Analysis, Data Analysis, Analysis, Performance Measurement, Performance Operations, Business Process, Strategic Planning, CRM, Forecasting, Visio
Education
Pacific Lutheran University - School of Business 2006 — 2008
MBA, Technology & Information Mgmt
Saint Martin's University 1993 — 1996
Bachlors, Accounting & Management
BNY Mellon July 2008 - Present
Mellon Analytical Solutions September 2005 - July 2007
Russell Investment Group 1996 - 2000
Skills
Process Improvement, Risk Management, Management, Financial Analysis, Business Analysis, Data Analysis, Analysis, Performance Measurement, Performance Operations, Business Process, Strategic Planning, CRM, Forecasting, Visio
Education
Pacific Lutheran University - School of Business 2006 — 2008
MBA, Technology & Information Mgmt
Saint Martin's University 1993 — 1996
Bachlors, Accounting & Management
Nadine Tribue's BNY Mellon Experience Hedge Fund Accountant II / Private Equity Accountant IIBNYMellonDecember 2009 - Present
Job Private Equity Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon Hedge Fund Accountant II / Private Equity Accountant IIBNYMellonDecember 2009 - Present
Skills
Fund Accounting, Financial Statements, Accruals, Account Reconciliation, General Ledger, Cash, Fund Administration, Financial Reporting, Accounting, Financial Analysis, Corporate Actions, NAV, Financial Accounting, Cash Management, Hedge Accounting, Fund Of Funds, SEC filings, Bank Reconciliation, Internal Controls, Sarbanes-Oxley, US GAAP, Cash Flow Forecasting, Variance Analysis, GAAP, Balance, Financial Statement..., Journal Entries, Sarbanes-Oxley Act, Financial Audits, Hyperion Enterprise, Consolidation, Expenses, IFRS, Management Accounting, Fixed Assets, Bloomberg Terminal, Advent's Geneva, SunGard Financial..., Derivatives, Swaps, Alternative Investments
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Acccounting
BNY Mellon Hedge Fund Accountant II / Private Equity Accountant IIBNYMellonDecember 2009 - Present
Skills
Fund Accounting, Financial Statements, Accruals, Account Reconciliation, General Ledger, Cash, Fund Administration, Financial Reporting, Accounting, Financial Analysis, Corporate Actions, NAV, Financial Accounting, Cash Management, Hedge Accounting, Fund Of Funds, SEC filings, Bank Reconciliation, Internal Controls, Sarbanes-Oxley, US GAAP, Cash Flow Forecasting, Variance Analysis, GAAP, Balance, Financial Statement..., Journal Entries, Sarbanes-Oxley Act, Financial Audits, Hyperion Enterprise, Consolidation, Expenses, IFRS, Management Accounting, Fixed Assets, Bloomberg Terminal, Advent's Geneva, SunGard Financial..., Derivatives, Swaps, Alternative Investments
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Acccounting
Diana Williams, MBA's BNY Mellon Experience September 2006 - September 2007
Job Client Services Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2007 - Present
BNY Mellon September 2006 - September 2007
Skills
Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Customer Service, Financial Services
Education
Capella University
Master of Business Administration (M.B.A.), Finance, General
Hickman Mills
Park University
BS, Management and Human Resources
Ameriprise Financial September 2007 - Present
BNY Mellon September 2006 - September 2007
Skills
Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Customer Service, Financial Services
Education
Capella University
Master of Business Administration (M.B.A.), Finance, General
Hickman Mills
Park University
BS, Management and Human Resources
Vlad Poverin's BNY Mellon Experience March 2012 - October 2014
Job Experienced User Access Admin
Industry Information Technology and Services
Experience
Banc of California March 2015 - Present
BNY Mellon March 2012 - October 2014
BNY Mellon October 2011 - March 2012
BNY Mellon August 2007 - October 2011
BNY Mellon May 2006 - August 2007
NYC ADMINISTRATION FOR CHILDREN SERVICES July 2000 - May 2006
NYC DEPARTMENT OF HOMELESS SERVICES May 1999 - June 2000
Skills
Help Desk Support, Active Directory, Troubleshooting, Networking, Windows, Printers, Access, Microsoft Office, Corporate Trust, Microsoft Excel, PowerPoint, Information Security..., System Administration, Technical Support, Computer Hardware, Network Administration, Customer Service, Security, Information Technology, Team Management, User Experience, User Administration, HP Printers, Lexmark Printers, Outlook, Lotus Notes, Telephone Skills, Information Security, Access Control, Client Relations, Client Rapport, Client-focused, Client Issue Resolution, End User Training, Remote User Support
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor, Information Systems / Business Management
KATHARINE GIBBS SCHOOLNew 1998 — 2000
Associate Degree, Computer Network Operation
Banc of California March 2015 - Present
BNY Mellon March 2012 - October 2014
BNY Mellon October 2011 - March 2012
BNY Mellon August 2007 - October 2011
BNY Mellon May 2006 - August 2007
NYC ADMINISTRATION FOR CHILDREN SERVICES July 2000 - May 2006
NYC DEPARTMENT OF HOMELESS SERVICES May 1999 - June 2000
Skills
Help Desk Support, Active Directory, Troubleshooting, Networking, Windows, Printers, Access, Microsoft Office, Corporate Trust, Microsoft Excel, PowerPoint, Information Security..., System Administration, Technical Support, Computer Hardware, Network Administration, Customer Service, Security, Information Technology, Team Management, User Experience, User Administration, HP Printers, Lexmark Printers, Outlook, Lotus Notes, Telephone Skills, Information Security, Access Control, Client Relations, Client Rapport, Client-focused, Client Issue Resolution, End User Training, Remote User Support
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor, Information Systems / Business Management
KATHARINE GIBBS SCHOOLNew 1998 — 2000
Associate Degree, Computer Network Operation
Maria Hudon's BNY Mellon Experience October 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
Morgan Stanley May 2004 - October 2013
Education
Pace University - Lubin School of Business
BNY Mellon October 2013 - Present
Morgan Stanley May 2004 - October 2013
Education
Pace University - Lubin School of Business
Elias Presswood's BNY Mellon Experience February 2007 - December 2012
Job Procurement Financial Analyst at Boeing
Industry Financial Services
Experience
Boeing January 2013 - Present
BNY Mellon February 2007 - December 2012
Morgan Stanley January 2006 - March 2007
Fircrest Tennis Club November 1999 - September 2005
Skills
Equities, SDLC, Fixed Income, Financial Analysis, Investments, Financial Modeling, Data Analysis, Portfolio Management, Alternative Investments, Business Analysis, Derivatives, Analysis, Financial Services, Risk Management, Finance, Process Improvement, Visio, SQL, Microsoft Excel, User Acceptance Testing, Performance Measurement, Client Services
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Executive Certificate in Negotiations, Executive Negotiations
Pacific Lutheran University - School of Business 2002 — 2006
BBA, Business
Boeing January 2013 - Present
BNY Mellon February 2007 - December 2012
Morgan Stanley January 2006 - March 2007
Fircrest Tennis Club November 1999 - September 2005
Skills
Equities, SDLC, Fixed Income, Financial Analysis, Investments, Financial Modeling, Data Analysis, Portfolio Management, Alternative Investments, Business Analysis, Derivatives, Analysis, Financial Services, Risk Management, Finance, Process Improvement, Visio, SQL, Microsoft Excel, User Acceptance Testing, Performance Measurement, Client Services
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Executive Certificate in Negotiations, Executive Negotiations
Pacific Lutheran University - School of Business 2002 — 2006
BBA, Business
Yana Khabinskaya's BNY Mellon Experience March 2010 - Present
Job Embedded Control Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2010 - Present
BNY Mellon July 2005 - February 2010
Scholastic May 2004 - December 2004
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Asset Management, Microsoft Office, Vendor Management, Bonds, Internal Controls, Middle Office, Corporate Actions, Mutual Funds, Financial Services
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Financial Management
Pace University - Lubin School of Business 2001 — 2006
BBA, Finance/Marketing
BNY Mellon March 2010 - Present
BNY Mellon July 2005 - February 2010
Scholastic May 2004 - December 2004
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Asset Management, Microsoft Office, Vendor Management, Bonds, Internal Controls, Middle Office, Corporate Actions, Mutual Funds, Financial Services
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Financial Management
Pace University - Lubin School of Business 2001 — 2006
BBA, Finance/Marketing
Janine Galletta's BNY Mellon Experience February 1990 - November 2001
Job Accounting Professional
Industry Accounting
Experience
BNY Mellon February 1990 - November 2001
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Accounting
BNY Mellon February 1990 - November 2001
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Accounting
Rosemary Francavilla's BNY Mellon Experience September 2015 - Present
Job Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Citigroup / Smith Barney December 1997 - September 2015
Skills
Series 7, Securities, FINRA, Equities, Risk Management, Series 63, Mutual Funds, Fixed Income, Capital Markets, Investments, Financial Services, Series 24, Wealth Management, Portfolio Management, AML, Financial Analysis, Insurance, Retirement Planning, Operations Management, Risk Assessment, Relationship Management, Management, Uniform Combined State..., Operational Risk, Anti Money Laundering, Analysis, Banking, Financial Risk, Process Improvement, Internal Controls, Leadership, Operational Risk..., Business Analysis, Process Control, Regulatory Examinations, Project Management, Security Operations, Coaching, Business Process..., Key Performance..., Microsoft Office, Project Planning, Team Leadership, Writing
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration and Management, General, Cum Laude
BNY Mellon September 2015 - Present
Citigroup / Smith Barney December 1997 - September 2015
Skills
Series 7, Securities, FINRA, Equities, Risk Management, Series 63, Mutual Funds, Fixed Income, Capital Markets, Investments, Financial Services, Series 24, Wealth Management, Portfolio Management, AML, Financial Analysis, Insurance, Retirement Planning, Operations Management, Risk Assessment, Relationship Management, Management, Uniform Combined State..., Operational Risk, Anti Money Laundering, Analysis, Banking, Financial Risk, Process Improvement, Internal Controls, Leadership, Operational Risk..., Business Analysis, Process Control, Regulatory Examinations, Project Management, Security Operations, Coaching, Business Process..., Key Performance..., Microsoft Office, Project Planning, Team Leadership, Writing
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration and Management, General, Cum Laude
Louisa Del Priore's BNY Mellon Experience October 2006 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Pace University - Lubin School of Business
Bachelor's Degree
BNY Mellon October 2006 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Pace University - Lubin School of Business
Bachelor's Degree
Sue Mayham's BNY Mellon Experience February 2001 - April 2014
Job Corporate Action Transaction Analysis Structuring/Execution
Industry Financial Services
Experience
BNY Mellon February 2001 - April 2014
DTCC May 1999 - January 2001
Citibank 1993 - 1999
Skills
Securities, Equities, Capital Markets, Corporate Actions, Fixed Income, Hedge Funds, Financial Services, Banking, Bloomberg, Investments, Financial Markets, Derivatives, Middle Office, Back Office, Prime Brokerage, Foreign Exchange, Motivational Speaking
Education
Brooklyn Technical High School
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Marketing
BNY Mellon February 2001 - April 2014
DTCC May 1999 - January 2001
Citibank 1993 - 1999
Skills
Securities, Equities, Capital Markets, Corporate Actions, Fixed Income, Hedge Funds, Financial Services, Banking, Bloomberg, Investments, Financial Markets, Derivatives, Middle Office, Back Office, Prime Brokerage, Foreign Exchange, Motivational Speaking
Education
Brooklyn Technical High School
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Marketing
Irfaun Sattaur's BNY Mellon Experience May 2000 - January 2006
Job AVP at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2012 - Present
Bank Of America/Merrill Lynch October 2008 - April 2012
Merrill Lynch January 2006 - October 2008
BNY Mellon May 2000 - January 2006
The Davis Agency March 1999 - June 2000
Skills
Microsoft Office, Liquidity funding, Customer Service, Fixed Income Products, Equities, Global Custody, Dividends, Settlements, Securities, Fixed Income, Portfolio Management, Financial Services, Corporate Actions, Series 7, Valuation, Middle Office, Asset Allocation, Bonds, Settlement
Education
Pace University - Lubin School of Business 2002 — 2007
BBA, Finanace
BNP Paribas May 2012 - Present
Bank Of America/Merrill Lynch October 2008 - April 2012
Merrill Lynch January 2006 - October 2008
BNY Mellon May 2000 - January 2006
The Davis Agency March 1999 - June 2000
Skills
Microsoft Office, Liquidity funding, Customer Service, Fixed Income Products, Equities, Global Custody, Dividends, Settlements, Securities, Fixed Income, Portfolio Management, Financial Services, Corporate Actions, Series 7, Valuation, Middle Office, Asset Allocation, Bonds, Settlement
Education
Pace University - Lubin School of Business 2002 — 2007
BBA, Finanace
Sandra Scaglione's BNY Mellon Experience November 2014 - Present
Job Senior Loan Closer at Northfield Bank
Industry Banking
Experience
BNY Mellon November 2014 - Present
Northfield Bank August 2010 - November 2014
BNYMellon Corporation September 1998 - April 2010
Skills
Microsoft Excel, Banking, Real Estate, Loans, Portfolio Management
Education
Pace University - Lubin School of Business 1982 — 1988
Pace University - Lubin School of Business
BNY Mellon November 2014 - Present
Northfield Bank August 2010 - November 2014
BNYMellon Corporation September 1998 - April 2010
Skills
Microsoft Excel, Banking, Real Estate, Loans, Portfolio Management
Education
Pace University - Lubin School of Business 1982 — 1988
Pace University - Lubin School of Business
Rosalia Koopman's BNY Mellon Experience March 2005 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2005 - Present
JPMorgan Chase 1991 - 2005
Skills
Equities, Financial Services, Securities
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon March 2005 - Present
JPMorgan Chase 1991 - 2005
Skills
Equities, Financial Services, Securities
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
David Coccio's BNY Mellon Experience November 2007 - Present
Job Subcontractor/SelfEmployed at MaxiClean Professional
Industry Financial Services
Experience
Maxi-Clean Professional April 2013 - Present
BNY Mellon November 2007 - Present
SEI June 2006 - November 2007
JP Morgan Chase May 2005 - August 2005
Skills
Securities Lending, Trading, Investments, Securities, Financial Markets
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Maxi-Clean Professional April 2013 - Present
BNY Mellon November 2007 - Present
SEI June 2006 - November 2007
JP Morgan Chase May 2005 - August 2005
Skills
Securities Lending, Trading, Investments, Securities, Financial Markets
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Tracy McCarthy's BNY Mellon Experience 2006 - 2008
Job Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2013 - April 2015
McCarthy Consulting June 2012 - August 2013
Angelus Foundation March 2012 - July 2012
Lloyds TSB Private Banking July 2008 - November 2011
BNY Mellon 2006 - 2008
U.S. Trust Company 1996 - 2005
Bank of New York Mellon 1987 - 1996
Citibank 1983 - 1987
Skills
Strategy, Wealth Management, Wealth Management..., Wealth, Investments, Business Development, Management, Change Management, Asset Management, New Business Development, Private Banking, Portfolio Management, Entrepreneurship, Business Planning, Financial Services, Alternative Investments, Risk Management, High Net Worth..., Strategic Financial..., Strategic Planning, Business Strategy, Investment Strategies, Marketing Strategy, Relationship Management, Private Equity, Marketing, Asset Managment, Change Leadership, Strategy Development, Philanthropy
Education
University of Maryland College Park 1976 — 1979
BA, Government and Politics
St. Francis University 1975 — 1976
Pace University - Lubin School of Business
30 credits toward Masters Degree in Marketing
BNY Mellon Wealth Management September 2013 - April 2015
McCarthy Consulting June 2012 - August 2013
Angelus Foundation March 2012 - July 2012
Lloyds TSB Private Banking July 2008 - November 2011
BNY Mellon 2006 - 2008
U.S. Trust Company 1996 - 2005
Bank of New York Mellon 1987 - 1996
Citibank 1983 - 1987
Skills
Strategy, Wealth Management, Wealth Management..., Wealth, Investments, Business Development, Management, Change Management, Asset Management, New Business Development, Private Banking, Portfolio Management, Entrepreneurship, Business Planning, Financial Services, Alternative Investments, Risk Management, High Net Worth..., Strategic Financial..., Strategic Planning, Business Strategy, Investment Strategies, Marketing Strategy, Relationship Management, Private Equity, Marketing, Asset Managment, Change Leadership, Strategy Development, Philanthropy
Education
University of Maryland College Park 1976 — 1979
BA, Government and Politics
St. Francis University 1975 — 1976
Pace University - Lubin School of Business
30 credits toward Masters Degree in Marketing
Greg Stein's BNY Mellon Experience November 2014 - Present
Job Vice President, Manager of Employee Benefit Delivery at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon December 2012 - November 2014
BNY Mellon August 2011 - December 2012
BNY Mellon May 2009 - August 2011
BNY Mellon August 2005 - May 2009
Skills
Financial Services, Business Analysis, SDLC, PeopleSoft, Vendor Management, Risk Management, Change Management, Banking, Process Improvement, Stakeholder Management, PMO, Business Process..., Performance Management, Visio, Talent Management, Project Portfolio..., Project Management, Requirements Gathering, Business Requirements, Financial Analysis, Project Delivery, Investments, Mutual Funds, Budgets, Finance, Management, Employee Benefits, Leadership, Bloomberg, Time Management, Analytics
Education
Penn State University 2001 — 2005
Bachelor's degree, Economics
Mt. Lebanon Highschool
BNY Mellon November 2014 - Present
BNY Mellon December 2012 - November 2014
BNY Mellon August 2011 - December 2012
BNY Mellon May 2009 - August 2011
BNY Mellon August 2005 - May 2009
Skills
Financial Services, Business Analysis, SDLC, PeopleSoft, Vendor Management, Risk Management, Change Management, Banking, Process Improvement, Stakeholder Management, PMO, Business Process..., Performance Management, Visio, Talent Management, Project Portfolio..., Project Management, Requirements Gathering, Business Requirements, Financial Analysis, Project Delivery, Investments, Mutual Funds, Budgets, Finance, Management, Employee Benefits, Leadership, Bloomberg, Time Management, Analytics
Education
Penn State University 2001 — 2005
Bachelor's degree, Economics
Mt. Lebanon Highschool
Richard Babb's BNY Mellon Experience
Job Retired
Industry Financial Services
Experience
BNY Mellon
Skills
Management, Banking, Risk Management, Financial Analysis, Customer Service, Investments, Project Management, Strategic Planning, Portfolio Management, Microsoft Excel, Equities, Fixed Income, Securities
Education
Penn State University
BNY Mellon
Skills
Management, Banking, Risk Management, Financial Analysis, Customer Service, Investments, Project Management, Strategic Planning, Portfolio Management, Microsoft Excel, Equities, Fixed Income, Securities
Education
Penn State University
Jennifer Leavitt's BNY Mellon Experience July 2012 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon February 2011 - July 2012
BNY Mellon October 2008 - February 2011
Skills
Mutual Funds, Financial Services, Risk Management, Process Improvement, Relationship Management, Securities, Wealth Management
Education
Penn State University 1991 — 1994
B.S., Nutrition Science
BNY Mellon July 2012 - Present
BNY Mellon February 2011 - July 2012
BNY Mellon October 2008 - February 2011
Skills
Mutual Funds, Financial Services, Risk Management, Process Improvement, Relationship Management, Securities, Wealth Management
Education
Penn State University 1991 — 1994
B.S., Nutrition Science
Frank Amodeo's BNY Mellon Experience Manaing DirectorBNY MellonDecember 2011 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
Bryan Rote's BNY Mellon Experience July 2008 - Present
Job Senior Auditor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2008 - Present
Alaris Field Services January 2005 - July 2008
Skills
Corporate Trust, Internal Audit, Account Reconciliation, Financial Statements, DTC, Global Custody, Customer Service, Corporate Actions, Microsoft Office, Dividends, Microsoft Word, Microsoft Excel, Financial Analysis, NAV, Transfer Agency
Education
Penn State Erie, The Behrend College
Pennsylvania State University-Erie Campus
Bachelor of Arts (B.A.), Accounting
BNY Mellon July 2008 - Present
Alaris Field Services January 2005 - July 2008
Skills
Corporate Trust, Internal Audit, Account Reconciliation, Financial Statements, DTC, Global Custody, Customer Service, Corporate Actions, Microsoft Office, Dividends, Microsoft Word, Microsoft Excel, Financial Analysis, NAV, Transfer Agency
Education
Penn State Erie, The Behrend College
Pennsylvania State University-Erie Campus
Bachelor of Arts (B.A.), Accounting
Paul Tark's BNY Mellon Experience March 1995 - Present
Job Risk Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 1995 - Present
Skills
Management, Microsoft Excel, Customer Service, Financial Analysis, Banking, Project Management, Business Analysis, Investments, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1991 — 1995
Bachelor of Science (BS), Investment Management
BNY Mellon March 1995 - Present
Skills
Management, Microsoft Excel, Customer Service, Financial Analysis, Banking, Project Management, Business Analysis, Investments, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1991 — 1995
Bachelor of Science (BS), Investment Management
James Boffa's BNY Mellon Experience January 1989 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon January 1989 - March 2008
Irving Trust Company March 1984 - January 1989
Skills
Investment manager for..., Senior Operations..., Custody and Wealth...
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
BNY Mellon January 1989 - March 2008
Irving Trust Company March 1984 - January 1989
Skills
Investment manager for..., Senior Operations..., Custody and Wealth...
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jeffrey Gerardi's BNY Mellon Experience October 2000 - September 2007
Job Corporate Actions Analyst at Cantor Fitzgerald
Industry Banking
Experience
Cantor Fitzgerald September 2015 - Present
Credit Suisse September 2013 - September 2015
Credit Suisse September 2007 - November 2013
BNY Mellon October 2000 - September 2007
Prudential Securities February 1988 - October 1997
EF Hutton & co December 1981 - February 1988
Skills
Domestic/Global..., Equities, Fixed Income, Back Office, Securities, Capital Markets, Securities Lending, Bloomberg, Customer Service, Mortgage Servicing, Investments, Middle Office, CDS, Prime Brokerage, Trading, Settlement, Corporate Actions, Collateral Management, Investment Banking, Equity Derivatives, Swaps, Hedge Funds, Bonds, Options, Trading Systems, Credit Derivatives, FX Options, Financial Markets, Bloomberg Terminal, Electronic Trading, Financial Services, Risk Management, Banking
Education
Pace University-New York 1982 — 1983
none, Business Management
John Adams High School 1977 — 1980
General, Business Administration, Management and Operations
Cantor Fitzgerald September 2015 - Present
Credit Suisse September 2013 - September 2015
Credit Suisse September 2007 - November 2013
BNY Mellon October 2000 - September 2007
Prudential Securities February 1988 - October 1997
EF Hutton & co December 1981 - February 1988
Skills
Domestic/Global..., Equities, Fixed Income, Back Office, Securities, Capital Markets, Securities Lending, Bloomberg, Customer Service, Mortgage Servicing, Investments, Middle Office, CDS, Prime Brokerage, Trading, Settlement, Corporate Actions, Collateral Management, Investment Banking, Equity Derivatives, Swaps, Hedge Funds, Bonds, Options, Trading Systems, Credit Derivatives, FX Options, Financial Markets, Bloomberg Terminal, Electronic Trading, Financial Services, Risk Management, Banking
Education
Pace University-New York 1982 — 1983
none, Business Management
John Adams High School 1977 — 1980
General, Business Administration, Management and Operations
Kshitij Mittal's BNY Mellon Experience December 2006 - December 2012
Job Senior Reporting Analyst at Torchlight Investors
Industry Financial Services
Experience
Torchlight Investors December 2012 - Present
BNY Mellon December 2006 - December 2012
Federated Department Stores April 2005 - December 2006
Skills
Fixed Income, Bloomberg, Securities, Capital Markets, Equities, Asset Management, Alternative Investments, Mutual Funds, Financial Modeling, Investments, Portfolio Management, Bonds, Financial Analysis, Financial Services, Valuation, Hedge Funds, Banking, Derivatives, Financial Markets, Corporate Finance, Finance, Relationship Management, Credit, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Torchlight Investors December 2012 - Present
BNY Mellon December 2006 - December 2012
Federated Department Stores April 2005 - December 2006
Skills
Fixed Income, Bloomberg, Securities, Capital Markets, Equities, Asset Management, Alternative Investments, Mutual Funds, Financial Modeling, Investments, Portfolio Management, Bonds, Financial Analysis, Financial Services, Valuation, Hedge Funds, Banking, Derivatives, Financial Markets, Corporate Finance, Finance, Relationship Management, Credit, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Dave Hritz's BNY Mellon Experience 2007 - June 2014
Job Managing Director at Lord Capital, LLC
Industry Financial Services
Experience
Lord Capital, LLC 2014 - Present
BNY Mellon 2007 - June 2014
Mellon Bank 1998 - 2007
Hritz & Associates 1994 - 1998
HomeFed Bank / Home Capital Corporation 1988 - 1994
Banque Paribas 1983 - 1988
American National Bank & Trust Company of Chicago 1980 - 1983
Skills
Risk Management, Credit Derivatives, Capital Markets, Commercial Lending, Loan Origination, Syndications, Financial Analysis, Structured Finance, Financial Modeling, Derivatives, Portfolio Management, Banking
Education
University of Michigan 1978 — 1980
Master of Business Administration (M.B.A.)
Penn State University 1971 — 1975
Bachelor's Degree
Lord Capital, LLC 2014 - Present
BNY Mellon 2007 - June 2014
Mellon Bank 1998 - 2007
Hritz & Associates 1994 - 1998
HomeFed Bank / Home Capital Corporation 1988 - 1994
Banque Paribas 1983 - 1988
American National Bank & Trust Company of Chicago 1980 - 1983
Skills
Risk Management, Credit Derivatives, Capital Markets, Commercial Lending, Loan Origination, Syndications, Financial Analysis, Structured Finance, Financial Modeling, Derivatives, Portfolio Management, Banking
Education
University of Michigan 1978 — 1980
Master of Business Administration (M.B.A.)
Penn State University 1971 — 1975
Bachelor's Degree
Frank Passaro's BNY Mellon Experience June 2013 - May 2014
Job Business Development at Financial Industry Technical Services
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) September 2014 - Present
BNY Mellon June 2013 - May 2014
Resources Global Professionals May 2011 - May 2013
Deutsche Bank April 2004 - September 2010
Deutsche Bank May 2002 - April 2004
Deutsche Bank February 1999 - May 2002
Barclays Investment Bank September 1996 - February 1999
Chase Manhattan March 1996 - September 1996
C & W Sewing Machines Inc 1988 - 1995
R.B. Samuels Inc 1987 - 1988
Skills
Microsoft Office, SAP, MSA, Computron, IBM Cognos TM1 Project..., Essbase, ICI, DBI, SSR, ADP, DB Integrity, CPA - License Pending, Account Reconciliation, Finance, Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting
Education
Pace University - Lubin School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Wagner College 1975 — 1979
Bachelor's Degree, Accounting and Finance
Xaverian High School 1971 — 1975
High School
Financial Industry Technical Services, Inc. (FITS-Inc.) September 2014 - Present
BNY Mellon June 2013 - May 2014
Resources Global Professionals May 2011 - May 2013
Deutsche Bank April 2004 - September 2010
Deutsche Bank May 2002 - April 2004
Deutsche Bank February 1999 - May 2002
Barclays Investment Bank September 1996 - February 1999
Chase Manhattan March 1996 - September 1996
C & W Sewing Machines Inc 1988 - 1995
R.B. Samuels Inc 1987 - 1988
Skills
Microsoft Office, SAP, MSA, Computron, IBM Cognos TM1 Project..., Essbase, ICI, DBI, SSR, ADP, DB Integrity, CPA - License Pending, Account Reconciliation, Finance, Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting
Education
Pace University - Lubin School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Wagner College 1975 — 1979
Bachelor's Degree, Accounting and Finance
Xaverian High School 1971 — 1975
High School
Inna Kolbovskaya's BNY Mellon Experience July 2014 - Present
Job Technical Project Manager/Functional BA at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
BNY Mellon November 2011 - November 2014
BNY Mellon January 1998 - November 2011
BNY Mellon April 1994 - January 1998
Pinkerton Computer Consultants February 1992 - April 1994
Skills
IT Project Lifecycle, Software Development, Project Management, Data Warehousing, DB2, SQL, PeopleSoft, PeopleTools, PowerBuilder, IBM Mainframe, Requirements Gathering, Technical Documentation
Education
Pace University-New York 2010 — 2012
M.S. in Software Development and Engineering
Pace University-New York 2009 — 2010
Certificate in Security and Information Assurance
BNY Mellon July 2014 - Present
BNY Mellon November 2011 - November 2014
BNY Mellon January 1998 - November 2011
BNY Mellon April 1994 - January 1998
Pinkerton Computer Consultants February 1992 - April 1994
Skills
IT Project Lifecycle, Software Development, Project Management, Data Warehousing, DB2, SQL, PeopleSoft, PeopleTools, PowerBuilder, IBM Mainframe, Requirements Gathering, Technical Documentation
Education
Pace University-New York 2010 — 2012
M.S. in Software Development and Engineering
Pace University-New York 2009 — 2010
Certificate in Security and Information Assurance
Reginald Aaron's BNY Mellon Experience Accounts Receivable AssociateEarth Enterprise, Inc2013 - 2014
Job Pace University
Industry Banking
Experience
BNY Mellon Accounts Receivable AssociateEarth Enterprise, Inc2013 - 2014
US Department of Commerce, New York Census Bureau 2010 - 2010
Israel Discount Bank of New York 2009 - 2009
The Bank of New York Mellon 2000 - 2008
The Bank of New York 1994 - 2000
Skills
Banking, Portfolio Management, Regulatory Reporting, Accounting, General Ledger, Internal Controls, Process Improvement, Loan Processing, Risk Management, Analysis, Forecasting, Variance & Comparative..., Shared National Credit..., Proofs & Reconciliation
Education
Pace University - Lubin School of Business
BBA, Finance
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon Accounts Receivable AssociateEarth Enterprise, Inc2013 - 2014
US Department of Commerce, New York Census Bureau 2010 - 2010
Israel Discount Bank of New York 2009 - 2009
The Bank of New York Mellon 2000 - 2008
The Bank of New York 1994 - 2000
Skills
Banking, Portfolio Management, Regulatory Reporting, Accounting, General Ledger, Internal Controls, Process Improvement, Loan Processing, Risk Management, Analysis, Forecasting, Variance & Comparative..., Shared National Credit..., Proofs & Reconciliation
Education
Pace University - Lubin School of Business
BBA, Finance
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Nicholas Soracco's BNY Mellon Experience February 2012 - September 2013
Job Operations Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2012 - September 2013
Skills
Finance, Business Analysis, Microsoft Excel, Investments, Prime Brokerage, Process Improvement, Back Office
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor's degree, Finance, General
BNY Mellon February 2012 - September 2013
Skills
Finance, Business Analysis, Microsoft Excel, Investments, Prime Brokerage, Process Improvement, Back Office
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor's degree, Finance, General
Alexander Monte Calvo's BNY Mellon Experience September 2008 - July 2009
Job Associate at Analysis Group
Industry
Experience
Analysis Group August 2014 - Present
University of Oregon September 2009 - Present
BNY Mellon September 2008 - July 2009
Skills
Research, Public Speaking, Data Analysis, Higher Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Python, Stata, Matlab, SAS, Econometrics, Bayesian statistics
Education
University of Oregon 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Pacific Lutheran University 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
Analysis Group August 2014 - Present
University of Oregon September 2009 - Present
BNY Mellon September 2008 - July 2009
Skills
Research, Public Speaking, Data Analysis, Higher Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Python, Stata, Matlab, SAS, Econometrics, Bayesian statistics
Education
University of Oregon 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Pacific Lutheran University 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
Kisa Snead's BNY Mellon Experience April 1998 - Present
Job Sr Unit Control Manager at BNY Mellon
Industry Financial Services
Experience
The Home Depot March 2003 - Present
BNY Mellon April 1998 - Present
CoreStates Bank May 1993 - April 1998
Skills
Customer Service, Research, Microsoft Excel, Microsoft Word, Outlook, Bank Reconciliation, Account Reconciliation, Equipment Maintenance, Process Improvement, Settlement, Lotus Notes, Supervisory Skills, Accounting, Auditing, Budgets, Microsoft Office, Business Analysis, Risk Management, Financial Analysis, PowerPoint, Visio
Education
Peirce College 1991 — 1993
Philadelphia University
The Home Depot March 2003 - Present
BNY Mellon April 1998 - Present
CoreStates Bank May 1993 - April 1998
Skills
Customer Service, Research, Microsoft Excel, Microsoft Word, Outlook, Bank Reconciliation, Account Reconciliation, Equipment Maintenance, Process Improvement, Settlement, Lotus Notes, Supervisory Skills, Accounting, Auditing, Budgets, Microsoft Office, Business Analysis, Risk Management, Financial Analysis, PowerPoint, Visio
Education
Peirce College 1991 — 1993
Philadelphia University
William R. Maeder's BNY Mellon Experience 2003 - Present
Job Treasury / Operations / Accounting Manager
Industry Financial Services
Experience
BNY Mellon 2003 - Present
Mellon Financial 1994 - 2003
Skills
Financial Analysis, Cash Management, Banking, Financial Modeling, Treasury Management, Bloomberg, Investments, Microsoft Excel, Microsoft Word, Microsoft Outlook, PFA (DST Systems, a..., Portfolio Fund..., Training Staff, Staff Management, Develop and Mentor Staff, Equities, Fixed Income, Derivatives, CMOS, Mortgage-Backed..., MBS, Money Market Instruments, Employee Training
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
BNY Mellon 2003 - Present
Mellon Financial 1994 - 2003
Skills
Financial Analysis, Cash Management, Banking, Financial Modeling, Treasury Management, Bloomberg, Investments, Microsoft Excel, Microsoft Word, Microsoft Outlook, PFA (DST Systems, a..., Portfolio Fund..., Training Staff, Staff Management, Develop and Mentor Staff, Equities, Fixed Income, Derivatives, CMOS, Mortgage-Backed..., MBS, Money Market Instruments, Employee Training
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Jesse Nomack's BNY Mellon Experience November 2011 - Present
Job Portfolio Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2011 - Present
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor’s Degree, Finance, General
BNY Mellon November 2011 - Present
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor’s Degree, Finance, General
David Paterno's BNY Mellon Experience May 2014 - August 2014
Job Audit Intern at CohnReznick LLP
Industry
Experience
CohnReznick LLP January 2015 - Present
BNY Mellon May 2014 - August 2014
Education
Penn State Erie, The Behrend College 2011 — 2016
Accounting and Finance, Senior
CohnReznick LLP January 2015 - Present
BNY Mellon May 2014 - August 2014
Education
Penn State Erie, The Behrend College 2011 — 2016
Accounting and Finance, Senior
Richard Dempsey's BNY Mellon Experience June 2007 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2007 - Present
J.P. Morgan January 1999 - June 2007
Skills
Banking, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Fixed Income, Financial Analysis, Capital Markets, Finance, Hedge Funds, Securities, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.), Management and Finance, 3.85
Pace University - Lubin School of Business 1980 — 1982
Bachelor’s Degree, Business Administration and Management, General, 3.80
Pace University - Lubin School of Business 1976 — 1982
Associate’s Degree, Accounting and Finance and Computer Science, 3.9
BNY Mellon June 2007 - Present
J.P. Morgan January 1999 - June 2007
Skills
Banking, Equities, Portfolio Management, Investments, Financial Services, Risk Management, Fixed Income, Financial Analysis, Capital Markets, Finance, Hedge Funds, Securities, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.), Management and Finance, 3.85
Pace University - Lubin School of Business 1980 — 1982
Bachelor’s Degree, Business Administration and Management, General, 3.80
Pace University - Lubin School of Business 1976 — 1982
Associate’s Degree, Accounting and Finance and Computer Science, 3.9
Keith Yoo's BNY Mellon Experience June 1985 - August 2009
Job Consultant at Jefferies
Industry Information Technology and Services
Experience
Jefferies March 2011 - Present
BNY Mellon June 1985 - August 2009
Skills
Data Analytics, IT Management, Data Analysis, Data Mining, Microsoft Office, eGRC, Information Technology, System Administration, Business Analysis, Project Management, Management, Process Improvement, Business Process, SDLC, Business Process..., Management Consulting, Risk Management, Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1990
Master's degree, Computer Science
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Jefferies March 2011 - Present
BNY Mellon June 1985 - August 2009
Skills
Data Analytics, IT Management, Data Analysis, Data Mining, Microsoft Office, eGRC, Information Technology, System Administration, Business Analysis, Project Management, Management, Process Improvement, Business Process, SDLC, Business Process..., Management Consulting, Risk Management, Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1990
Master's degree, Computer Science
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon