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
Purdue Musical Organizations July 2014 - Present
Purdue University Fast Track January 2014 - Present
Indianapolis Business Journal May 2014 - July 2014
U.S. Secret Service May 2013 - August 2013
Goodwill Industries of Central Indiana April 2012 - December 2012
BNY Mellon June 2011 - August 2012
The 543 Group June 2010 - August 2010
Skills
Graphic Design, Video Editing, Video Production, Adobe Creative Suite, Logo Design, Final Cut Pro, Theatre, Musical Theatre, Choreography, Web Design, Makeup Artistry, Special Effects Makeup, Special Effects, Photography, Microsoft Office, Public Speaking
Education
Purdue University 2011 — 2015
Bachelor of Science (BS), Computer Graphics
IDB Bank April 2012 - Present
BNY Mellon August 2011 - April 2012
Travelex Currency Services November 2010 - August 2011
Habib Bank Limited November 2006 - November 2010
Habib Bank Limited November 2003 - October 2006
Union Bank of California 1999 - 2003
Skills
AML, USA PATRIOT Act, Economic Sanctions, Risk Management, Banking, OFAC, Bank Secrecy Act, Operational Risk, Due Diligence, Payments, Internal Audit, KYC, Fraud, Private Investigations, Financial Risk
Education
Queens College 2005 — 2010
B.A., Psychology
Neuberger Berman May 2013 - Present
BNY Mellon October 2012 - May 2013
Legg Mason March 2008 - April 2012
E*TRADE Financial October 2007 - March 2008
Pershing LLC. October 2006 - July 2007
Skills
Microsoft Office, Bloomberg Terminal, TA2000, Rumba, ADP Payroll, Merlin, SAP, AWD, Ad Hoc Reporting, Citrix, DST, Mutual Funds, Asset Allocation, Financial Services, Wealth Management, Alternative Investments, Finance
Education
Queens College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Queensborough Community College 2010 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
BNY Mellon July 2015 - Present
BNY Mellon October 2013 - June 2015
Auers Moving and Rigging June 2012 - October 2013
Dollar Rent-A-Car January 2007 - January 2009
Education
Queens College
M.S. Risk Managment, Dynamic Financial Analysis
State University of New York at Albany 2009 — 2012
Bachelor of Science, Accounting and Finance, Economics
BNY Mellon April 1982 - Present
The bank of new York 1985 - 1995
Skills
Fixed Income, Corporate Trust, Alternative Investments, Trading Systems, Trading, SDLC, Securities, Investments, Equities, Wealth Management, Portfolio Management, Banking, Cash Management, Financial Services, Derivatives, Bloomberg, AML, Electronic Trading, High Net Worth..., Risk Management, Asset Managment, Financial Risk, Operational Risk..., Asset Allocation, Commercial Banking, Investment Banking, Market Data, Capital Markets, Investment Strategies, Payments, Series 63, Hedge Funds, Treasury Management, OFAC, Relationship Management, Financial Markets, Financial Modeling, Mergers & Acquisitions, Mutual Funds, Business Continuity, Asset Management, Corporate Actions, FX Options, Valuation, Network Administration
Education
Christ the King High School 1969 — 1974
Queens College 1969 — 1974
Geology and Economics
Vision Government Solutions, Inc. 2015 - 2015
Vision Government Solutions, Inc. 2015 - 2015
BNY Mellon August 2011 - June 2014
BNY Mellon July 2010 - August 2011
PFPC Inc June 2005 - July 2010
PNC Global Investment Servicing June 2005 - July 2010
Furniture.com 1999 - 2000
Education
Quinnipiac University 1994 — 1997
Federal Reserve Bank of New York October 2013 - Present
BNY Mellon August 2013 - October 2013
J.P. Morgan November 2012 - June 2013
Federal Reserve Bank of New York April 2011 - November 2012
CGI February 2011 - April 2011
Citi (formerly Citi Private Equity Services) 2006 - January 2011
JPMorgan Chase February 2003 - February 2006
Prudential Financial February 1999 - April 2002
Lehman Brothers December 1994 - February 1999
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Employee Relations, Recruiting, Talent Management, Human Resources, Employee Benefits, Temporary Placement, Succession Planning, Management, College Recruiting, Internet Recruiting, Employee Engagement, Sourcing, Executive Search, Deferred Compensation, Interviews, Workforce Planning, Technical Recruiting, Taleo, PeopleSoft, HRIS, Performance Management, Personnel Management
Education
Queens College 1973 — 1977
Spafinder Wellness Inc. March 2012 - Present
BNY Mellon 2008 - 2011
BNY Mellon 2000 - 2007
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Microsoft Dynamics GP, Cvent, Payroll
Education
Queens College
Bachelor's Degree, Accounting and Information Systems
Blount Fine Foods March 2015 - Present
No Risk CrossFit August 2014 - Present
Coca-Cola Enterprises July 2014 - March 2015
Ocean State CrossFit June 2012 - July 2014
BNY Mellon December 2011 - July 2012
Commerce Insurance November 2001 - April 2011
Skills
Client Relations Skills, Customer Service, Customer Retention, Event Planning, Event Management, Event Marketing Strategy, Sales, Office Management, Office Administration, Property & Casualty..., Insurance Fraud, Claim Investigation, Public Speaking, Leadership, Strategic Planning, Sales Management, Training, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Account Management, Claims Management, Customer Satisfaction
Education
Providence College 1997 — 2001
BS, Business Administration and Management, General
Five Towns College August 2004 - Present
TD October 2002 - July 2004
BNY Mellon March 1997 - September 2002
Skills
Student Counseling, Student Development, Advisement, International Students, Diversity Program..., Financial Analysis, Financial Services, Account Management, Project Management, Management Consulting, Sales Management, Relationship Management, Employee Relations
Education
Queens College 2000 — 2002
Master of Science (MS), Counselor Education/School Counseling and Guidance Services
SUNY New Paltz 1990 — 1993
Bachelor of Arts (B.A.), Psychology
BNY Mellon July 2014 - Present
Verizon Wireless June 2013 - August 2013
Knit Fab Industries May 2010 - May 2012
Pal Industries July 2008 - March 2012
Micron Instruments pvt. ltd. July 2007 - December 2007
Mahindra & Mahindra Ltd., FES, Swaraj Division (Formerly Known as Swaraj Tractors) June 2006 - July 2006
Skills
Business Development, Management, Project Management, Team Building, Product Development, Operating Systems, Product Marketing, Event Management, Inventory Management, Procurement, PPAP, Iso 9000, Manufacturing Operations, Manufacturing, Workforce Management, Sales, Small Business, Manufacturing..., Quality Auditing, Quality Management, Internal Audit, CAPA, Metal Fabrication, Sheet Metal Components, Lean Manufacturing, Six Sigma, Supply Chain Management, Supply Chain, Negotiation, Business Strategy, Strategy, Team Management, Operations Management, Strategic Sourcing, ISO, Operational Excellence, Cross-functional Team..., Process Improvement, Process Engineering, Continuous Improvement, Supply Management, Materials Management, Vendor Management, Global Sourcing, Supply Chain..., Business Process..., Teamwork
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (MBA), Supply Chain Management
St. Johns High School, Sector 26, Chandigarh 1992 — 2002
Punjab Technical University
Bachelor of Engineering (B.E.), Mechanical
Morgan Stanley June 2015 - Present
BNY Mellon February 2012 - May 2015
Bank of America January 2009 - November 2011
Merrill Lynch April 2006 - January 2009
BNP Paribas October 2004 - April 2006
First Investors Corporation January 2004 - May 2004
Quinnipiac University Polling Institute January 2002 - May 2004
NTL Incorporated/CoreComm Limited May 2000 - January 2002
Skills
Equities, Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Derivatives, Investments, Financial Services, Portfolio Management, Trading, Options, Fixed Income, Middle Office, Fund Of Funds, Client Services, Financial Analysis, Credit Derivatives, Mutual Funds, Bloomberg, Securities, Structured Products, Swaps
Education
Quinnipiac University 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance -- Minor: International Business
BNY Mellon February 2013 - Present
Cognizant Technology Solutions 2001 - Present
LexisNexis October 2012 - February 2013
BNY Mellon 2007 - 2012
Indymac Bank 2007 - 2007
3M 2003 - 2006
MetLife 2002 - 2002
Skills
SDLC, Requirements Analysis, Software Project..., Global Delivery, PeopleSoft, Business Analysis, PeopleTools, SQL, PeopleCode, PeopleSoft Financial, Resource Management, PeopleSoft HR, PMP, PeopleSoft Analytics, Project Management, Management, Oracle, Requirements Gathering, Consulting, Solution Architecture, Pre-sales, ERP, Data Warehousing
Education
Pune Institute of Computer Technology 1997 — 2001
Bachelor's degree, Electronics and telecommunications
BNY Mellon August 2008 - Present
Skills
Financial Services, Risk Management, Equities, Investments, Portfolio Management, Securities, Financial Modeling
Education
Queens College 2006 — 2008
Bachelor of Arts (B.A.), Accounting and Finance
BNY Mellon 2002 - Present
BNY Mellon 1996 - 2002
BNY Mellon 1994 - 1996
Scudder Investments 1992 - 1994
The Boston Company 1990 - 1992
The Boston Company 1988 - 1990
The Boston Company 1987 - 1988
The Boston Company 1986 - 1987
Skills
Securities, Alternative Investments, Mutual Funds, Financial Services, Fixed Income, Hedge Funds
Education
Emma Willard
Providence College
BS, Business Administration, Marketing
BNY Mellon April 2006 - Present
Skills
Banking, Mutual Funds, Financial Services, Bloomberg, Fixed Income, Securities, Equities, Global Custody, Corporate Actions, Business Analysis, Derivatives, Asset Managment, Back Office, Investments, Portfolio Management, Fund Administration, Risk Management, Fund Accounting, Lotus Notes, Financial Analysis
Education
Quinsigamond Community College
BNY Mellon March 2014 - August 2014
BNY Mellon August 2011 - September 2013
BNY Mellon 2002 - 2011
Bank of New York Mellon 1997 - 2002
Bank of New York Mellon 1994 - 1997
G+G Retail, Inc. 1991 - 1994
Kensington 1990 - 1991
Deak International, NY, NY 1987 - 1990
Skills
Fund Accounting, Equities, Fixed Income, Securities, Account Reconciliation, Derivatives, Portfolio Management, Banking, Investments, Mutual Funds, Financial Services, Valuation, Internal Controls, Accounting, Auditing, Trading, Middle Office, Corporate Actions, Options, Investment Management, Bloomberg, Hedge Funds, Asset Management, Fund Administration, Back Office, Capital Markets, Cash Management, Alternative Investments, Bonds, Fund Of Funds, Investment Banking, Settlement, Financial Risk, FX Options, Swaps, Foreign Exchange, Financial Modeling, Risk Management, Financial Markets, Global Custody, Equity Derivatives, Financial Analysis, Trading Systems, Financial Reporting, Financial Statements, Financial Accounting
Education
Queens College 1982 — 1987
Bachelor of Arts, Major: Accounting
Holy Cross High School
Workwell Partners March 2015 - Present
BNY Mellon November 2012 - February 2015
BNY Mellon March 2006 - November 2012
At professional accounting March 2004 - February 2006
Moss Adams LLP January 2001 - December 2003
Skills
Software: MS Word, MS..., Account Reconciliation, Accruals, Journal Entries, Payroll, Financial Statements, Tax Preparation, Auditing, Accounting, Tax, Corporate Tax, Tax Research, QuickBooks, Income Tax, Tax Returns, Tax Accounting, Accounts Receivable, Accounts Payable, Financial Accounting, Bank Reconciliation, Financial Reporting, Finance, General Ledger, Internal Controls, Management, Microsoft Excel, GAAP, Financial Modeling, Internal Audit, Financial Analysis
Education
Queens College 2002 — 2005
BA in accounting
Amazon June 2015 - Present
Old Navy June 2010 - Present
BNY Mellon May 2014 - August 2014
BNY Mellon May 2013 - August 2013
The Louis Berkman Company June 2012 - August 2012
American Eagle Outfitters October 2009 - February 2010
Lawrence D. Brudy & Associates, Inc. May 2009 - August 2009
Skills
Time Management, Teamwork, Data Entry, Microsoft Office Suite, Retail, PowerPoint, Leadership, Recruiting, Social Media, Retail Sales, Microsoft Word, Sales, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, Human Resources, Project Management, Leadership Development, Critical Thinking, Customer Service
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor's of Science in Management, Management/Human Resources/Marketing
North Hills High School 2008 — 2011
Eaton Vance September 2011 - Present
DailySoccerDigest January 2015 - Present
Southie FC November 2012 - Present
Eaton Vance May 2010 - September 2011
The Omerta Group 2009 - 2010
BNY Mellon May 2008 - August 2009
Skills
Series 63, Series 7, Mutual Funds, Series 6, Separately Managed..., Uniform Combined State..., Asset Allocation, Fixed Income, FINRA, Alternative Investments, Investments, Bloomberg, Securities, Equities, Investment Strategies, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement Planning
Education
Providence College 2006 — 2010
BS, Finance
Sirona Dental Systems April 2015 - Present
Beachbody July 2012 - Present
Picerne Real Estate Group October 2013 - October 2014
SchoolChapters, Inc. November 2012 - October 2013
BNY Mellon December 2011 - September 2012
WPRI Media January 2011 - April 2011
Pawtucket Red Sox April 2010 - September 2010
Skills
Sales, Social Media Marketing, Blogging, Writing, Sales Presentations, Customer Support, Merchandising, Event Planning, Social Media, Training, Social Networking, Online Marketing, Marketing, Management, Email Marketing, E-commerce, Customer Service
Education
National Academy of Sports Medicine 2013 — 2014
Personal Trainer and Nutrition Specialist
Providence College 2007 — 2011
Bachelor's, Marketing
St. Mary Academy Bay View 2004 — 2007
BNY Mellon March 2000 - Present
Berkshire Property Advisors March 1988 - January 1999
Sports Medicine Brookline -Boston March 1986 - March 1988
Skills
Lotus Notes, Outlook, Administrative..., Microsoft Excel, Access, Banking, PowerPoint, Spreadsheets, Microsoft Office, Office Management, Microsoft Word, Financial Services, PeopleSoft, Visio, Customer Service
Education
Quincy College
Accounting and Business
BNY Mellon March 2015 - Present
Calumet College of St. Joseph March 2015 - Present
Girl Scouts of Greater Chicago & Northwest Indiana March 2009 - March 2015
Girl Scouts of Greater Chicago and Northwest Indiana March 2009 - 2010
JPMorgan Chase November 2002 - March 2009
Skills
Strategic Planning, Non-profits, Fundraising, Team Building, Public Speaking, Budgets, Leadership, Program Management, Event Planning, Marketing, Project Management, Public Relations, Leadership Development, Marketing Strategy, Organizational..., Change Management, Management, Event Management, Community Outreach, Volunteer Management, Deferred Compensation, Financial Services, HRIS, Strategic Partnerships, Business Process..., Team Leadership, Grants, Nonprofits, Time Management, Staff Development, Negotiation, Sales, Customer Service, Entrepreneurship, Strategy, Training
Education
Purdue University Calumet
MBA, Finance, Negotiations concentration
Calumet College of St. Joseph
B.S., Management
BNY Mellon May 1987 - Present
Citi 1982 - 1987
CBS Records 1974 - 1982
Education
Queensborough Community College 1972 — 1974
Lehman 1971 — 1972
BNY Mellon October 2014 - Present
Summit Retail Solutions Inc. September 2013 - Present
Enterprise Rent-A-Car February 2013 - May 2013
Enterprise Rent-A-Car May 2012 - February 2013
Enterprise Rent-A-Car November 2011 - May 2012
Walmart February 2010 - December 2010
Dick's Sporting Goods September 2009 - February 2010
Skills
Experienced Sales..., Marketing, Logistics, Financial Reporting, Customer Service, Always Willing to Learn, Computer Technology, Customer Satisfaction, Inventory Management, Customer Retention, Operations Management, Team Leadership, Leadership, PowerPoint, Time Management, Outlook
Education
Nichols College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Quinsigamond Community College 2008 — 2012
Associate's degree, Business Administration and Management, General
BNY Mellon August 2008 - Present
Citi Private Equity Services June 2006 - August 2008
Skills
Hedge Funds, Mutual Funds, Financial Analysis, Private Equity, Alternative Investments
Education
Queens College
Bachelor of Applied Science (B.A.Sc.), Accounting
POR-15, Inc April 2009 - Present
BNY Mellon June 2005 - November 2007
Education
Quinnipiac University 2000 — 2005
Bachelor's degree, Graphic Design
Livingston High School 1997 — 2000
Allscripts November 2014 - Present
B2B Soft January 2014 - August 2014
Staples March 2011 - June 2013
BNY Mellon June 2012 - August 2012
Skills
Escalations Management, Incident Management, Problem Management, IT Service Management, Service Management, Help Desk Support, Ticketing Systems, Customer Support, Technical Support, Atlassian JIRA, Microsoft CRM, Time Management, Leadership, Databases, Sales, Retail, Management, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Customer Service, Account Management, Direct Sales, Inventory Management, Pricing, Inventory Control, Microsoft Office, Merchandising, Trading, Derivatives, Purchasing, Securities, Back Office, Payments, Training, Salesforce.com, CRM, Marketing, B2B, Marketing Strategy, Cold Calling, Lead Generation, Salesf, B2B software
Education
City University of New York-Queens College 2009 — 2013
Bachelor's Degree, Economics
Bayside HS
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Datalenz October 2014 - Present
ADP March 2010 - September 2014
Sapient July 2008 - February 2010
UBS January 2007 - June 2008
Citigroup July 2005 - January 2007
JP Morgan Chase February 2004 - June 2005
BNY Mellon January 2001 - January 2004
Reliance Industries Limited 1995 - August 1997
Skills
System Architecture, Banking, Analytics, Project Management, Business Process, Fixed Income, Business Intelligence, SOA, Leadership, Enterprise Architecture, Financial Services, Vendor Management, SDLC, Management, Agile Methodologies, Business Analysis, Integration, Software Project..., Requirements Analysis
Education
University of Cincinnati 1997 — 1999
Master's Degree, Engineering
Punjab Engineering College 1991 — 1995
Bachelor of Engineering, Engineering
DAV College Chandigarh 1989 — 1991
High School
Convent of Jesus and Mary 1980 — 1989
Middle School
BNY Mellon 2012 - Present
Education
Queens College 2005 — 2011
Bachelor of Arts (B.A.), Economics
Fund of Hedge Funds March 2015 - Present
Loeb King Capital Management March 2014 - January 2015
Neuberger Berman July 2011 - March 2014
BNY Mellon August 2010 - July 2011
Citi Private Equity Services June 2008 - April 2010
Skills
Accounting, Hedge Funds, Valuation, Investments, Private Equity, Trading, Portfolio Management, Financial Services, Internal Controls, Account Reconciliation, Fund Of Funds, Analysis, Financial Statements, Auditing, Finance
Education
Queens College 2006 — 2008
B.A., Accounting and Economics
Saint John's University
BNY Mellon 2012 - Present
RBC Capital Markets 2007 - 2011
Education
Chartered Financial Analyst (2012)
Financial Risk Manager (2015)
Queen's University
Bachelor of Commerce (honours)
BNY Mellon January 2015 - Present
NYU Robert F. Wagner Graduate School of Public Service May 2015 - Present
The Rockefeller Foundation February 2013 - January 2015
Global Clearinghouse for Development Finance March 2011 - February 2013
UNCDF May 2010 - February 2013
Skills
Venture Philanthropy, Development Economics, Social Media, Foreign Policy Analysis, Strategy, Partnership Development, Emerging Markets, Grants, Project Management
Education
Whitehead School of Diplomacy and International Relations 2009 — 2011
M.A., International Development Economics and Foreign Policy Analysis
Queen's University 2005 — 2009
Bachelor of Arts (B.A.) (Honours), Political Science
BNY Mellon November 2014 - Present
BNY Mellon February 2013 - October 2014
Katz Investment Group September 2010 - April 2011
Skills
Valuation, Portfolio Management
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science in Business Administration, Finance, Accounting, Minor in Economics
Queen Mary University of London 2009 — 2009
Study Abroad, Business, Economics
BNY Mellon July 2012 - Present
Sears, Roebuck and Co. August 2007 - Present
Bank of America November 1999 - July 2012
Bank of America October 2006 - September 2008
Skills
Microsoft Office, customer service, typing, Outlook, Sales, Call Centers, Customer Satisfaction, Time Management
Education
Aquinas College 1996 — 1999
Associate's degree, Business Administration and Management, General
Quincy College 1996 — 1999
Associate of Science (A.S.), Computer Science
BNY Mellon 2011 - 2012
JPMorgan Chase May 2010 - February 2011
UBS Financial Services, Inc June 2009 - August 2009
AXA Advisors, LLC January 2009 - April 2009
Skills
Risk Management
Education
Queens College 2010 — 2012
M.S in Risk Management, Finance
BARUCH COLLEGE/CUNY 2007 — 2010
BBA, Major in Finance, Minor in Math
ING February 2011 - June 2011
Prudential Real Estate September 2010 - November 2010
BNY Mellon June 2007 - December 2009
State Street Bank & Trust June 2005 - June 2007
NEXTEL November 2002 - May 2005
Education
Quinnipiac University - School of Business 2001 — 2004
B.S. Advertising, Marketing, Sales, Digital Design, Accounting, Entrepreneurship, Economics
BNY Mellon April 2009 - Present
BNY Mellon July 1999 - April 2009
The Bank of New York November 1994 - July 1999
Bristol-Myers Squibb September 1992 - December 1994
Skills
Servers, ITIL, SAN, Disaster Recovery, Management, Vendor Management, Integration, Data Center, Active Directory, Storage, IT Strategy, Market Data, Project Management, SDLC, WAN, Cisco Technologies, Brocade, Unix, NetApp, Business Continuity, Process Improvement, Program Management, System Deployment, Risk Management, Financial Services, Project Portfolio..., Business Analysis, PMP, Storage Area Networks, Windows Server, Virtualization, Software Installation, IT Management, Cloud Computing, Switches, Cross-functional Team..., Portfolio Management, Networking, Enterprise Architecture, Enterprise Storage, VMware, Architecture, Strategy, Software Documentation, Information Technology, IT Service Management, Infrastructure, Distributed Systems, Project Planning, Enterprise Software
Education
City University of New York-Queens College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Starbucks March 2011 - Present
Queens Community House, Rego Park. Afterschool Public School Program. September 2010 - March 2011
Port Washington Children's Center April 2009 - March 2010
BNY Mellon December 1985 - May 2009
Skills
Microsoft Office, Mac, Pages and Keynote, Knowledge of Smartboard..., Excellent interpersonal..., Teaching, Photography, Tutoring, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Data Entry, Music, Inventory Management, Retail, Mac Keynote, Microsoft...
Education
Queens College 2005 — 2011
Master of Art of Teaching (MAT), Early Childhood Education and Teaching, 1-6
Queens College 2005 — 2011
Master Early Elementary Education, English/Language Arts Teacher Education
Fidelity Investments February 2011 - Present
State Street Corporation September 1989 - February 2011
BNY Mellon September 1981 - September 1989
Skills
Asset Managment, Mutual Funds, Asset Management, Alternative Investments, Equities, Hedge Funds, Investments, Fixed Income, Fund Accounting, Securities, Asset Allocation, Investment Management, Financial Services, Global Custody, Portfolio Management, Relationship Management, Fund Administration
Education
Providence College 1977 — 1981
BS, Management & Finance
BNY Mellon August 2014 - Present
MTA 2013 - August 2014
TUDOR INVESTMENT CORPORATION October 1997 - November 2012
Skills
Networking, Network Security, Solaris, Windows, Microsoft Exchange, Perl, Information Security..., C language, DNS management, NIS, NFS, Cisco Ironport, DFS, DLP, IPDS, Vulnerability Scanning, NAS, Unix administration, Sendmail, Vendor Management, Project Management, User Support and Service, Planning Budgeting &...
Education
Queens College 1988 — 1990
Master of Arts (M.A.), Computer Science
Tel Aviv University
Bachelor of Science (BS), Physics
Johnson Controls June 2008 - Present
BNY Mellon January 2007 - June 2008
Herbert G. Birch School January 2005 - January 2007
Skills
HVAC Controls, Building Automation, BACnet, Building Management..., HVAC, Refrigeration, Energy Management, Air Conditioning, Energy Conservation, Preventive Maintenance, Pneumatics, PLC, Electricians, Automation, Cooling Water, Program Controls, Control Logic, Computer Hardware, Networking, PLC Programming, Programming, Databases, Microsoft Excel, Microsoft Office, Visual Basic, Computer Science
Education
Queens College 1997 — 2002
Bachelor of Arts (BA), Computer Science
BNY Mellon December 2013 - Present
Metrowest Regional Transit Authority August 2013 - November 2013
Aflac Insurance June 2013 - August 2013
Umass Campus Center Hotel January 2011 - May 2013
Price Chopper Supermarkets December 2008 - January 2011
786 Distrinbutions September 2008 - December 2010
Skills
Microsoft Office, Database Administration, Retail Marketing, Retail Sales, IT Operations, Multimedia, Lyricist, Marketing, Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Facebook, Team Leadership, Social Media, Spanish, Public Speaking, Sales
Education
University of Massachusetts, Amherst 2011 — 2013
B.B.A, Finance
Quinsigamond Community College 2008 — 2010
Associate's degree, Business Administration, Management and Operations
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
Citi July 2015 - Present
Citi May 2015 - June 2015
BNY Mellon August 2008 - April 2015
BNY Mellon July 2002 - August 2008
JPMorgan Chase June 1995 - June 2002
Skills
Sarbanes-Oxley Act, Risk Management, Internal Audit, Banking, Operational Risk..., Internal Controls, AML, Fixed Income, Derivatives, Auditing, IT Audit, Capital Markets, USA PATRIOT Act, Bank Secrecy Act, OFAC, Fraud, Broker-Dealer, Financial Risk, Financial Services, Operational Risk, Enterprise Risk..., Securities, SAS70, COSO, Hedge Funds, Basel II, Risk Assessment, KYC, Sarbanes-Oxley, Market Risk, Governance, Asset Management, Financial Analysis, CISA, Communication, Anti Money Laundering
Education
Queen's College 1990 — 1994
Bachelor of Arts (B.A.), Accounting & Economics
New York Life Insurance Company February 2014 - Present
Professional Physical Therapy October 2013 - January 2014
BNY Mellon May 2012 - December 2012
Education
Queens College 2007 — 2013
Bachelor’s Degree
BNY Mellon November 2013 - Present
Arbitrage LLC July 2013 - September 2013
CME Group February 2013 - April 2013
Purdue Quantitative Finance Club October 2011 - April 2013
Apiary Investment Fund October 2011 - April 2013
Purdue University August 2011 - December 2011
China Construction Bank (Asia) Corporation Ltd. February 2011 - July 2011
China Construction Bank (Asia) Corporation Ltd. December 2010 - January 2011
ITG Futures June 2010 - September 2010
Finance Investment Association (FIA) October 2007 - May 2010
Skills
Matlab, Microsoft Excel, R, Options Pricing, Portfolio Management, Algorithms, Statistical Modeling, Python, Financial Modeling, VBA, Data Structures, Multi Tasking, Quantitative Analytics, Derivatives, Quantitative Finance
Education
Purdue University 2011 — 2013
Master of Science, Statistics (Computational Finance)
Xiamen University 2007 — 2011
Bachelor of Economics + Bachelor of Science, Finance(Financial Engineering) + Applied Mathematics
Xiamen Foreign Language School 2001 — 2007
High School, Sciences
Boston Medical Center (BMC) May 2014 - Present
State Street October 2013 - May 2014
Citizens Bank January 2013 - July 2013
Bank of America January 2010 - May 2012
Dorchester House Multi Service Center April 2007 - January 2010
BNY Mellon February 2006 - April 2007
The Dimock Center January 2003 - January 2006
Skills
Microsoft Excel, Chex Systems, Outlook Express, Microsoft Word, Accounts Payable, Access Networks, PowerPoint, Customer Satisfaction, Invoicing, Management, Outlook, Access, Finance, Leadership, Human Resources, Analysis, Account Reconciliation, Banking, Event Planning
Education
University of Massachusetts Boston 2013 — 2015
Bachelor of Arts (BA), Social Psychology
Quincy College 2012 — 2013
Associate of Arts (AA), Behavioral Sciences, 3.2
Stonegate Mortgage Corporation (NYSE: SGM) November 2014 - Present
Simsbury Bank October 2013 - August 2014
Patriot National Bank January 2011 - September 2013
Beechwood Properties, LLC July 2008 - December 2011
Aegis Mortgage August 2003 - June 2007
Sovereign Bank April 2002 - August 2003
GreenPoint Mortgage 1994 - 2002
GreenPoint Bank 1994 - 1995
BNY Mellon 1993 - 1994
Citi Mortgage 1983 - 1993
Skills
Real Estate, Sales Management, Strategic Planning, Income Statement, Property Management, Coaching, Recruiting, Project Management, Mortgage Lending, Loans, Mortgage Banking, Investment Properties, FHA, Start-ups, Underwriting, Credit, Loan Origination, Banking, Commercial Lending, Credit Analysis, Leadership, Sales, Finance, Portfolio Management, Commercial Mortgages, Consumer Lending, Customer Satisfaction, VA loans, FHA financing, Relationship Management, Residential Mortgages, Executive Management, Negotiation, P, VA Loans, FHA Financing
Education
Providence College 1977 — 1981
BS, Finance
Fairfield Prep 1973 — 1977
College Prep
The Unquowa School
Strategic Financial Solutions November 2013 - Present
BNY Mellon July 1990 - August 2013
Chase July 1988 - June 1990
Citicorp Retail Services (Citigroup) 1986 - 1988
Club Getaway July 1985 - October 1987
Publishers Clearing House 1983 - 1986
Skills
Advertising, Social Media, Product Management, Online Marketing, Strategic Planning, Budget Management, Creative Development, B2B, Marketing Strategy, Online Advertising, Creative Direction, Budgets, Integrated Marketing, Direct Marketing, Business Strategy, Strategy, Digital Marketing, Social Marketing, Market Research, Management, Marketing, Leadership, Digital Media, Marketing Communications, CRM, New Business Development, Email Marketing, Brand Management, Direct Mail, Brand Development, Competitive Analysis, Team Building, Marketing Management, Market Planning, Internal Communications, Media Planning, New Media, Program Management, Analytics, Social Media Marketing, Project Management, Web Analytics, Blogging, Corporate Branding, Digital Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Queens College 1976 — 1980
BA, Communications, Economics
Stuyvesant High School 1973 — 1976
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services October 2014 - Present
BNY Mellon August 2012 - October 2014
Waterfield Business Center, LLC August 2007 - June 2012
Merrimack Valley Venture Forum May 2010 - September 2010
Skills
Microsoft Office, QuickBooks, Constant Contact, Goldmine, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Social Media, Facebook, Research, Customer Service, Fundraising, Public Speaking, Social Networking, Social Media Marketing, Access, Non-profits, Spanish, Investments, Hedge Funds, Auditing
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.), Business Management
Woburn Memorial High School 2004 — 2008
Magna Cum Laude
Transportation One LLC April 2015 - Present
Trans Dynamics, Inc. December 2012 - July 2013
Addison Group July 2012 - December 2012
Fastmore Logistics December 2011 - July 2012
Katz, Friedman, Eagle, Eisenstein, Johnson & Bareck May 2011 - August 2011
Eddie Bauer November 2010 - January 2011
BNY Mellon May 2010 - June 2010
Omaha Steaks May 2008 - August 2009
Skills
Customer Service, Recruiting, Sales, Management, Customer Satisfaction, Training, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Human Resources, Leadership, Event Planning, Marketing, Microsoft Word, Teamwork, Social Networking, Interviews, Temporary Placement, Technical Recruiting, Business Development, Negotiation, New Business Development, Westlaw, Bloomberg, Lexis, Corporate Law
Education
The John Marshall Law School 2013 — 2016
Doctor of Law (JD)
Purdue University 2009 — 2011
Bachelor of Science (B.S.), Business Management, Cumulative GPA of 3.61
BNY Mellon October 2013 - Present
GEE Ventures January 2011 - January 2013
UMASS September 2010 - December 2012
Blockbuster January 2007 - December 2010
Wilson Language Training September 2003 - June 2005
Pegasus Satellite Communications March 2002 - September 2003
Skills
Operations Management, CRM, Office Administration, Customer Service, Personnel Management, Inventory Control, Direct Sales, Investment Accounting, Financial Management
Education
UNIVERSITY OF MASSACHUSSETS 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, GRADUATED
Quinsigamond Community College 2008 — 2010
Associate's degree, Business Administration, Management and Operations
BNY Mellon September 2015 - Present
Morgan Stanley June 2014 - August 2014
Sovereign Global Advisors June 2013 - August 2013
Liberty Jet Management July 2012 - September 2012
Garden City Recreation Department June 2011 - August 2011
Red Robin June 2011 - June 2011
King's Supermarket October 2009 - July 2010
Skills
Aviation, Team Leadership, Time Management, People Skills, Motivation, Cpr Certified, Moral Psychology, Dependable Team Player, Self-confidence, selfless, Microsoft Office
Education
Providence College 2011 — 2015
Quantitative Economics and Mathematics
Garden City High School 2007 — 2011
Telepsych August 2014 - August 2015
RustyBrick 2013 - June 2014
BNY Mellon September 1997 - June 2013
Federal Reserve Bank of New York November 1992 - September 1997
U.M.B. Bank and Trust Company October 1992 - November 1992
Queens College August 1990 - June 1992
Academic Computer Center January 1989 - July 1990
Skills
Equities, Fixed Income, Financial Services, Bloomberg, Derivatives, Software Documentation, Analysis, Software Development, Requirements Analysis, Business Analysis, COBOL, Program Management, Testing, Data Warehousing, JCL, Requirements Gathering, Business Requirements, Business Process, Security, User Acceptance Testing, Visio, Software Project..., Databases, DB2, Systems Analysis, VSAM, SQL, CICS, Mainframe, Middle Office, Trading Systems, SDLC
Education
Queens College 1987 — 1992
Bachelor's degree, Computer Science
Queens College of the City University of New York 1987 — 1990
Bachelor of Arts; Master of Science, Computer Science; Computer Science
Morgan Stanley January 2012 - Present
Morgan Stanley April 2010 - January 2012
Morgan Stanley July 2007 - April 2010
BNY Mellon June 2006 - August 2006
Skills
Derivatives, Interest Rate..., Interest Rate Swaps, Emerging Markets, Operations Management, Risk Management, New Product..., Migration Projects, Clearing, Dodd-Frank, Training, Testing, FX Derivatives, Futures, FX Swaps, Structured Products, Loans, Loan Servicing, Microfinance, Challenge Driven, Work in A Fast Paced...
Education
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
BNY Mellon October 2014 - Present
ABM Industries May 2013 - August 2013
Scarborough & Tweed May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Teamwork, Event Planning, Customer Service, Social Networking, Sales
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing
Danish Institute for Study Abroad 2013 — 2013
New York Life Insurance Company September 2014 - Present
Amazon June 2014 - Present
(MSFT/Accenture Company) Avanade, Inc, September 2007 - June 2014
AllianceBernstein October 2005 - September 2007
Credit Suisse March 2004 - October 2005
BNY Mellon January 2000 - February 2003
Chase October 1998 - January 2000
Electronic Data Systems March 1995 - August 1998
Skills
Talent Acquisition, Technical Recruiting, Internet Recruiting, Sourcing, Recruiting, Management, Human Resources, Applicant Tracking..., Hiring, Temporary Placement, Contract Recruitment, Staff Augmentation, Executive Search, SDLC, Consulting, CRM, Benefits Negotiation, Vendor Management, Information Technology, Interviews, College Recruiting, Screening Resumes, Business Intelligence, Talent Management, Screening, Employee Relations, Onboarding, Outsourcing, Professional Services, Personnel Management, HRIS, Permanent Placement, IT Recruitment, Staffing Services, Resource Management, Search, Employer Branding, Taleo, Corporate Recruiting, Social Recruiting, Recruitment Advertising, Cold Calling, Temporary Staffing, Direct Marketing, Digital Marketing, Direct Mail, Multi-level Marketing, Marketing, Marketing Strategy, Sales
Education
Queens College
BNY Mellon April 2013 - Present
Mycollegeyardsale.com July 2011 - March 2013
Octagon June 2011 - July 2011
Chadbourne & Parke, LLP May 2010 - August 2010
Sony Music Entertainment May 2009 - August 2009
Long Island Service Squad June 2006 - August 2008
Skills
Facebook, Photoshop, Marketing Strategy, Public Relations, Microsoft Office, Social Media Marketing, Strategic Partnerships, Small Business, Planning Budgeting &..., Project Management, Management
Education
Quinnipiac University 2007 — 2011
Bachelor's Degree, Major: Public Relations Minor: Sociology Focus: Marketing
Laminated Films & Packaging October 2014 - Present
Massachusetts General Hospital, Emergency Medicine January 2008 - August 2012
BNY Mellon August 2006 - August 2007
Skills
Process Improvement, Marketing Strategy, Sales Management, Management, Analytics, Flexible Films, Flexible Packaging, Medical Packaging, Product Development, New Business Development, Inventory Management, Lead Generation, Key Performance..., Project Management, Quality Assurance, Vendor Management, FileMaker, Healthcare Industry, ISO, Demand Forecasting, Manufacturing Operations, Customer Relations, Materials Management, Electronics Packaging, Aerospace Industries
Education
Suffolk University - Sawyer Business School 2011 — 2014
Master of Business Administration (M.B.A.), Health
Providence College 2002 — 2006
Bachelor of Science, Marketing
St. Thomas Aquinas High School 1998 — 2002
High School Diploma
Ally Financial Inc. December 2013 - Present
Ally Financial Inc. September 2011 - Present
Time Warner Cable July 2010 - August 2011
BNY Mellon October 2008 - July 2010
BNY Mellon May 2008 - October 2008
Skills
Account Reconciliation, Accounting, PeopleSoft, Accounts Payable, Analysis, General Ledger, Access, Variance Analysis, Microsoft Excel, Software Documentation, Invoicing, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Management, Internal Audit, Finance
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 2004 — 2008
BS, Finance and Economics
Wells Fargo October 2007 - December 2010
BB&T June 2005 - April 2007
Wachovia Bank February 1995 - June 2005
BNY Mellon October 1991 - March 1994
SunTrust Bank February 1990 - October 1991
BNY Mellon June 1977 - February 1990
US Army March 1968 - May 1969
US Army October 1966 - January 1968
Skills
Sales Management, Treasury Services, Banking, Consultative Selling, Team Leadership, Situational Leadership, Leadership Development, Mentoring, Coaching, Treasury Management, Selling, Commercial Banking, Cash Management, Leadership, Financial Analysis, Treasury, Investments, Risk Management, Relationship Management, Sales, Strategy, Finance, Product Management, Payments, Commercial Lending, Business Development, CRM, Credit, Financial Services, Loans, ACH, Financial Institutions, Small Business Lending, Portfolio Management, Credit Analysis, Merchant Services, Cross Selling, Electronic Payments
Education
Purdue University - Krannert School of Management 1975 — 1977
MSIA, Finance - Minor:Operations Research
Purdue University - Krannert School of Management 1972 — 1975
BS, Business- Minor: Industrial Engineering
The NPD Group April 2011 - Present
BNY Mellon May 2008 - March 2011
CHUNGDAHM Learning August 2006 - August 2007
Skills
CRM, Sales, Social Media, Analysis, Strategic Planning, Retail, Manage Client..., Investments, Data Analysis, Training, Financial Services, Competitive Analysis, Market Research, Marketing Strategy, Analytics, Account Management, Market Analysis, Marketing Research, Salesforce.com
Education
Queens College
BA, English
Brooklyn Technical HS 1995 — 1999
Aerospace Engineering
A+E Networks November 2014 - Present
XO Group Inc. October 2013 - November 2014
B&H Photo Video June 2013 - October 2013
elucidate llc January 2013 - June 2013
InterCall November 2012 - June 2013
InterCall October 2009 - November 2012
Stream57 June 2009 - October 2009
BNY Mellon June 2007 - September 2009
Skills
.NET, C#, ASP.NET, LINQ, SharePoint, SQL, HTML, XML, Amazon Web Services..., Wowza, Mobile Applications, iOS, Xcode, EC2, Objective-C, Eclipse, CSS, Web Applications
Education
Queens College 2005 — 2009
BA, Computer Science
IBM January 2014 - Present
IBM July 2012 - January 2014
BNY Mellon June 2011 - August 2011
BNY Mellon June 2010 - August 2010
BNYMellon June 2009 - August 2009
Skills
Goal Oriented, Strong Leadership..., Proven Communication..., Demonstrated Ability to..., Successful Team Builder, Creative Problem Solver
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), History and Business Studies, Senior
BNY Mellon July 2011 - Present
Bank of New York Mellon October 2004 - April 2010
SIAC 2004 - 2004
JPMorgan Chase 1986 - 2002
Education
Queens College
Fifth Third Bank March 2014 - Present
BNY Mellon July 2012 - March 2014
Breakwater Trading May 2009 - May 2010
Elite Capital Management Inc November 2007 - November 2009
World Group Securities July 1998 - November 2007
Chicago Board of Trade October 1995 - June 1998
Skills
Derivatives, Volcker, Risk Management, Trading, Finance, Equities, Trading Strategies, Swaps, Proprietary Trading, Financial Risk, Technical Analysis, Project Management, Portfolio Management, Market Analysis, Credit Risk, Investments, Alternative Investments, Bloomberg, Capital Markets, Public Speaking, VBA, Analysis, Operational Risk..., Operations Management, Commodity, Hedging, Stress Testing, Market Research, Matlab, Volatility, Credit Risk Management, Compliance, Options, Commodity Risk..., Quantitative Research, Qualitative Research, Backtesting, Statistical Arbitrage, Supervision, ETFs, Financial Services, Hedge Funds, Securities, Market Risk Management, Default Modeling, market forecasting, Principal Component..., Fixed Income, Electronic Trading, FINRA
Education
Illinois Institute of Technology 2010 — 2012
Masters of Science, Finance - Quantitative Risk Management
Purdue University 1990 — 1994
Bachelor, Accounting
Purdue University - Krannert School of Management 1990 — 1994
Bachelor, Management - Finance Option
BNY Mellon August 2013 - Present
BNY Mellon January 2006 - July 2013
BNY Mellon August 2003 - December 2005
Susie Kim & Associates May 2002 - August 2003
Skills
Mutual Funds, Employee Benefits, Employee Relations, Interviews, Deferred Compensation, Financial Services, Management, Equities, Investments, Asset Management, Wealth Management, Series 7, Relationship Management, Portfolio Management, Banking, Securities
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), economics
BNY Mellon August 2010 - Present
BNY Mellon August 2010 - May 2011
CIBC Mellon Trust Co January 1998 - August 2010
The Canadian Stage Company April 2008 - July 2010
CIBC Mellon Global Securities January 1996 - January 1998
CIBC January 1995 - January 1996
CIBC World Markets March 1987 - June 1994
Skills
Capital Markets, Equities, Financial Services, Corporate Finance, Securities Lending, Relationship Management, Treasury Management, Fixed Income, Treasury, Financial Markets, Hedge Funds, Investments, Alternative Investments, Derivatives, Loans, Management, Securities Finance
Education
Queen's University 2002 — 2003
MBA, Business
Magna February 2014 - Present
BNY Mellon May 2011 - February 2014
Lotus Capital Management, LP December 2007 - April 2011
HKMP, LLP May 2006 - November 2007
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Financial Statement..., Fund Of Funds, Tax, Financial Modeling, Fundamental Analysis, Auditing, Financial Accounting
Education
William E. Simon School of Business
Master of Science (M.S.), Finance
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting and Economics
BNY Mellon October 2012 - Present
The Bank of New York Mellon January 2006 - October 2012
New York City Police Department 1986 - 2006
NYPD 1986 - 2006
Skills
USA PATRIOT Act, Private Investigations, Physical Security, Surveillance, Protection, Risk Assessment, Internal Investigations, Investigation, Enforcement, Security Management, Criminal Investigations, Computer Forensics, OFAC
Education
Queensborough Community College 1977 — 1979
John Adams HS 1973 — 1976
JPMorgan Chase Senior Mutual Fund AccountantBNY Mellon2000 - 2003
BNY Mellon 2000 - 2003
Skills
Banking, Visio
Education
Queens College 1994 — 1999
BNY Mellon May 2013 - Present
State Street Bank April 2003 - April 2013
State Street Bank April 1996 - April 2003
State Street November 1993 - April 1996
State Street September 1992 - November 1993
Skills
Collateral Management, Securities Lending, Securities, Alternative Investments, Money Market, Hedge Funds, Equities, Asset Management, Treasury Management, Fixed Income, Risk Management, Corporate Actions, Bloomberg, Financial Services, Middle Office, Equity Trading
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Finance
Providence College 1987 — 1991
BS, Accounting
Cardinal Spellman High School 1983 — 1987
Fidelity Investments April 2012 - Present
Fidelity Investments October 2000 - April 2012
New England Financial January 2000 - October 2000
BNY Mellon January 1998 - January 2000
Putnam Investments January 1997 - January 1998
Home Loan & Investment Bank August 1995 - January 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Equities, Retirement, Investments, Investment Management, Investment Strategies, Relationship Management, Institutional..., Performance Attribution, Retirement Planning, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Securities, FINRA, Bloomberg
Education
Providence College
Master of Business Administration (M.B.A.), Finance, General
BNY Mellon October 2013 - Present
BNY Mellon June 2010 - October 2013
The Bank of New York Mellon January 2006 - June 2010
JPMorgan Chase October 1996 - June 2010
Skills
Portfolio Management, Management, Relationship Management, Mutual Funds, Asset Management, Analysis, Financial Risk, Cash Management, Insurance, Sales, Accounting, Customer Service, Global Custody, Strategic Financial..., Securities, Hedge Funds, Business Analysis, Operational Risk..., Financial Services, Process Improvement, Banking, Treasury Services, Treasury Management, Risk Management, Equities, Financial Modeling, Team Management, Sales Process, Fund Accounting, Financial Analysis, Investments, Mergers & Acquisitions, Finance, AML, Payments
Education
Queens College 1993 — 2000
BA, Accounting
BNY Mellon December 2006 - Present
BNY Mellon December 2006 - Present
Madison Performance Group June 2005 - December 2006
Madison Performance Group 2004 - 2006
MoveOnIn.com May 2004 - June 2005
Credit Factor Corporation January 2004 - May 2004
Skills
Microsoft SQL Server, SQL, Web Services, .NET, C#, T-SQL, Software Development, ASP.NET, Requirements Analysis, Business Analysis, VB.NET, Software Project..., Databases
Education
Queens College 2000 — 2003
Bachelor of Arts (BA), Computer Science
Queens College 2000 — 2003
Bachelor of Computer Science, Computer Science
BNY Mellon May 2011 - Present
Bank of New York Mellon April 2010 - June 2011
Verizon August 2008 - November 2010
PRC October 2004 - August 2008
AT&T February 1997 - October 2004
Skills
Instructional Design, E-Learning, Program Management, Process Improvement, Call Centers, Training Delivery, Customer Satisfaction, Needs Analysis, Learning Management, Onboarding, Call Center, Requirements Analysis, Leadership, Organizational..., Customer Relations, PowerPoint, Technical Training, Blended Learning, Technical Writing, Problem Solving, Staff Development, Curriculum Development, Supervisory Skills, Articulate Storyline, Customer Service
Education
Quincy College
Certificate, Business Leadership Skills
BNY Mellon Asset Servicing October 2012 - Present
Deutsche Asset Management April 2012 - October 2012
Robert Half Finance & Accounting September 2011 - January 2012
JPMorgan Asset Management July 2006 - July 2011
Legg Mason April 2005 - June 2006
JPM Asset Management April 2002 - March 2005
JPM Asset Management October 1997 - September 2001
BNY Mellon January 1994 - January 1997
Skills
Recruiting, Fund Administration, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Client Services, AML, Funding, Accounting, Bloomberg, Asset Management, Fixed Income, Institutional...
Education
Queens College 1989 — 1994
BNY Mellon September 2006 - Present
Skills
Fund Accounting, Accounting, Financial Reporting, Fund Administration, Financial Analysis
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Accounting
BNY Mellon November 1992 - Present
Education
Providence College 1982 — 1986
BS, Finance
BNY Mellon November 2012 - Present
Project Management Institute June 2012 - Present
BNY Mellon August 2002 - June 2012
BNY Mellon July 1999 - June 2002
Dreyfus Service Corp April 1986 - June 1999
Skills
Project Management, MS Project, MS Office Tools, HP Lotus Notes, Oracle Primavera, Asset Managment, Project Portfolio..., Business Analysis, Risk Management, Mutual Funds, Vendor Management, IVR Telephony, SOX Applications, Sales Commission..., Business Intelligence..., CRM Applications, Hardware Infrastructure, Investment Data..., Middle Office Trading, Investments, Applications, Lotus Notes, Microsoft Office, Program Management, CRM, PMO, Business Intelligence, Management, Business Process, SDLC, Visio, PMP, Training, Business Requirements, Asset Management, Budgets, Quality Assurance, Strategic Planning, Analysis, Project Delivery, Consulting, Process Improvement, Software Project..., Primavera P6
Education
Queensborough Community College
Business Management, Accounting and Business/Management
banking Senior CSRPast Carver Federal Savings BankOctober 2006 - January 2012
BNY Mellon March 2001 - June 2006
Skills
Risk Management, Banking, Small Business Lending, Portfolio Management, Retail Banking, Commercial Lending, Loans, Credit, Financial Risk, Management, AML, Financial Services
Education
City University of New York-Queens College 1988 — 1990
Bachelor's degree Business Administration (B.B.A)
BNY Mellon July 2012 - Present
Bank of America Merrill Lynch May 2010 - September 2011
Rabobank - NYC July 2008 - May 2010
Bank of Montreal July 2007 - May 2008
Barclays Capital September 2006 - July 2007
Bank of Montreal September 2002 - August 2006
Bank of Montreal August 2000 - July 2005
Bank of Montreal March 1999 - February 2001
CIBC World Markets January 1996 - January 1997
CIBC World Markets January 1995 - January 1996
Skills
Trading, Derivatives, Fixed Income, Options, FX, Portfolio Management, Equities, Credit, Risk, Hedge Funds, Funding, Mortgage, Risk Management, Prime Brokerage, Clearing, Commodities, Energy Trading, Energy, MBS, Emerging Markets, Latin America, Futures, Managed Futures, Metals, Counterparty Risk, Margin, Collateral Management, Market Risk, Swaps, VAR, Equity Derivatives, Volatility, Rates, Hedging, Capital Markets, Product Control, Interest Rate Risk..., Stress Testing, Interest Rate..., Bonds, Currency, Valuation, Securities Lending, Electronic Trading, Risk Modeling, Financial Modeling, Enterprise Risk..., Exotic Derivatives, Arbitrage, Economic Capital
Education
CFA 1990 — 1993
B, Comm, Finance and Accounting
Queen's University 1985 — 1989
B.Comm, Finance
BNY Mellon November 2010 - Present
BDO USA, LLP December 2010 - October 2011
McGladrey & Pullen October 2005 - July 2009
McGladrey & Pullen, LLP October 2005 - July 2009
Skills
Hedge Funds, US GAAP, GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Fund Accounting, IFRS
Education
City University of New York-Queens College 2001 — 2005
BA, Accounting
Queens College
Investment Bank July 2015 - Present
Pride Technologies May 2014 - Present
BNY Mellon January 2013 - June 2014
Adecco October 2010 - December 2011
Diocese of Rockville Centre October 2009 - September 2010
Goldman Sachs&Co. 2000 - 2009
Chase Manhattan Bank 1998 - 2000
UBS March 1996 - June 1998
Lehman Brothers August 1992 - March 1996
J.P. Morgan March 1989 - March 1991
Skills
Change Management, Business Analysis, Process Improvement, IT Strategy, Program Management, Financial Services, Business Process..., Talent Management, Outsourcing, Strategic Planning, Management Consulting, Business Strategy, Visio, Business Intelligence, Disaster Recovery, Team Building, Vendor Management, PMP, CRM, Process Engineering, IT Management, PMO, Integration, Strategy, Management, Project Portfolio..., Business Process, Fixed Income, MS Project, Team Leadership, Mergers & Acquisitions, Banking, Enterprise Architecture, Operations Management, Telecommunications, Team Management, Resource Management, Leadership, Business Continuity, Product Management, ITIL, Business Process..., Information Technology, Equities, Requirements Analysis, Portfolio Management, Cross-functional Team..., Analysis, Market Data, Requirements Gathering
Education
Providence College 1976 — 1978
BS, Business Management
Chaminade High School
BNY Mellon 2007 - 2007
Education
Queens College 1983 — 1985
B.A., Accounting
BNY Mellon March 2009 - Present
SMBC Capital Markets, Inc. February 1991 - January 2008
Barclays Bank PLC September 1987 - February 1991
Manufacturers Hanover Trust Company, New York June 1982 - September 1987
Education
Queens College 1978 — 1982
BA, General Studies
Och-Ziff Capital Management July 2014 - Present
BNY Mellon June 2010 - Present
DC9 2009 - 2010
Skills
Management, CRM, Time Management, Marketing, Finance, Asset Management, Competitive Analysis, Employee Benefits, Mutual Funds, Due Diligence, Office Management, Bloomberg, Business Development
Education
Quinnipiac University - School of Business 2005 — 2009
B.S, Finance/Marketing
The Bank of New York Mellon October 1985 - Present
BNY Mellon October 1985 - Present
HSBC formerly Marine Midland Bank March 1979 - September 1985
Skills
Global Custody, Banking, Relationship Management, Process Improvement, Management, Customer Service, Microsoft Office
Education
Queensborogh Community College 1976 — 1979
AS, Bueisness
Queensborough Community College 1976 — 1979
AS, Business
Queensborou
Associate's degree, Business Administration and Management, General
BNY Mellon September 2007 - Present
Corby Capital Markets March 2004 - September 2007
Myopia Hunt Club 2000 - 2004
Skills
Fixed Income, Bonds, Wealth Management, Bloomberg, Securities, Series 7, Equities, Mutual Funds, Series 63, Capital Markets, Asset Management, Investments, Asset Allocation, Portfolio Management
Education
Providence College 1998 — 2002
BA, History
Legal Shield July 2006 - Present
BNY Mellon October 2006 - July 2007
JP Morgan Chase/ Bank One/ The First National Bank of Chicago February 1996 - September 2006
Skills
Project Management, Vendor Management, Account Management, Event Planning, Leadership, Service Implementation, Technical Research, Coaching, Negotiation, Customer Retention, CRM, Process Improvement, Team Building, Business Development, Contract Negotiation, Team Leadership, Program Management, Business Analysis, Strategic Planning, Cross-functional Team..., Contract Management, Management, Risk Management, Project Planning, Operations Management, Training, Mentoring, Change Management
Education
Purdue University - Krannert School of Management
B.S. in General Management, Business
BNY Mellon June 1999 - Present
PNC Financial Services Group January 2002 - July 2010
PNC Global Investment Servicing June 1999 - June 2010
ETS January 1976 - July 1979
Skills
Business Analysis, Financial Services, Project Management, Mutual Funds, SDLC, Process Improvement, Securities, Equities
Education
Queens College
Fundera September 2015 - Present
JPMorgan Chase September 2009 - September 2015
BNY Mellon 2006 - 2009
Skills
Small Business Lending, Series 6, Series 63, Commercial Lending, Financial Services, Banking, Loans, Wealth Management, Relationship Management, Commercial Banking, Life Insurance, Mortgage Lending, NYS Notary Public, Sales, Sales Management
Education
Queens College
Accounting Major, Economics and Japanese Minor
BNY Mellon November 2010 - Present
Capital One Health Care Financing 2000 - 2009
US Navy 1986 - 1992
Education
Quinsigamond Community College 2007 — 2009
BNY Mellon July 2010 - Present
PNC Financial Services Group January 2006 - July 2010
Kobren Insight Group August 1996 - February 2001
Skills
Alternative Investments, Fixed Income, Process Improvement, Sales, Securities, Series 63, Series 7, Financial Services, Leadership, Marketing
Education
Providence College 1979 — 1983
Bachelor of Science, Finance
BNY Mellon August 2015 - Present
Patriot Energy Group July 2014 - July 2015
Skills
PowerPoint, Bloomberg, Microsoft Excel, Financial Modeling, Finance, Event Planning, Social Networking, Social Media, Access, Accounting, Bloomberg Terminal, Customer Service, Data Analysis, Economics, Facebook, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
Quinnipiac University
Finance
TD May 2015 - Present
TD February 2015 - May 2015
BNY Mellon July 2013 - January 2015
State Street May 2011 - July 2013
Banco Santander July 2006 - May 2011
Skills
AML, Risk Management, Financial Risk, Risk Assessment, Due Diligence, KYC, Banking, Operational Risk, Fixed Income, Financial Services, OFAC, Bank Secrecy Act, Fraud, USA PATRIOT Act, Operational Risk..., Alternative Investments, Financial Regulation, Mutual Funds, Hedge Funds, Investments, Anti Money Laundering, Risk Analysis, Fraud Detection, Relationship Management, Fund Administration, Asset Management, Strategic Planning, Project Management, Problem Solving, SEC Financial Reporting, SEC Filings, SEC Regulations, Liquid Alternatives, ETFs, Regulatory Affairs, Cross-border..., Letters of Credit, Enterprise Risk..., Governance, Strategy
Education
Providence College 2000 — 2004
B.S.
Boston College H.S. 1996 — 2000
SunTrust July 2015 - Present
Level Interactive February 2015 - April 2015
BNY Mellon October 2011 - June 2014
BNY Mellon September 2008 - October 2011
S&T Bank April 2008 - September 2008
Self-Employed September 2007 - April 2008
PNC Financial Services Group 2007 - September 2007
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 1999 - 2006
Skills
Competitive Analysis, Strategy, Business Development, Banking, Management, Marketing, Market Research, Strategic Planning, Financial Services, Sales, Marketing Strategy, Relationship Management, Loans, Portfolio Management, Pricing, Risk Management, Analysis, Sales Management, Product Development, Budgets, Sales Operations, Mergers & Acquisitions, Forecasting, Segmentation, Digital Marketing, Social Media, Product Management, Business Analysis, Leadership, Marketing Research, Market Planning, E-commerce, Sales Process, Web Analytics, Social Media Marketing, Financial Analysis, Web Design, Website Development, Web 2.0, Web Marketing Strategy, Bing Ads, Google Adwords..., Google Analytics, Email Marketing, Commercial Banking
Education
Purdue University 1991 — 1997
BA, Communication
Valley Forge Military Academy & College
BNY Mellon November 2006 - June 2014
JPMorgan Chase August 2001 - November 2006
Fitch Ratings March 2000 - June 2001
Arbor Commercial Mortgage October 1997 - March 2000
Skills
Hedge Funds, Investments, Capital Markets, Fixed Income, Asset Management, Equities, Alternative Investments, Securities, Derivatives, Finance, Structured Finance, Portfolio Management, Bonds, Banking, Due Diligence, Financial Modeling, Credit, Management
Education
St. John's University 1998 — 2003
Master of Business Administration (M.B.A.), Finance, General
Queens College 1993 — 1997
Bachelor of Arts (B.A.), Economics
BlackRock June 2015 - Present
Newton Investment Management June 2014 - April 2015
BNY Mellon December 2012 - May 2014
BNY Mellon June 2012 - December 2012
BNY Mellon July 2011 - September 2011
Skills
Wealth Management, Corporate Trust, Data Analysis, Financial Analysis, Investments, Microsoft Excel, Research, Financial Modeling, Public Speaking, Relationship Management, Fixed Income, Finance, Financial Services, Strategy, Portfolio Management, Equities
Education
Quinnipiac University 2008 — 2012
Bachelor's degree, Political Science and Government, Honors
University of Oxford 2010 — 2011
Visiting Student, Politics and Economics
Cushman & Wakefield (Formerly DTZ) September 2012 - Present
Jones Lang LaSalle 2009 - 2012
CBRE 1992 - 2009
Donaldson, Lufkin & Jenrette 2001 - 2002
BNY Mellon 1998 - 1998
Cushman & Wakefield 1982 - 1989
Skills
Leases, Real Estate Development, Brokerage, Lease Negotiations, Real Estate Economics, Real Estate, Lease Administration, Commercial Real Estate, Real Estate Transactions, Asset Management, Due Diligence, Investment Properties, Valuation, Investments, Corporate Real Estate, Facilities Management, Tenant, Disposition, Location Intelligence, Property Management, Landlords, Tenant Representation, Investors, Dispositions
Education
Providence College 1974 — 1977
BA, Political Science
Providence College
BNY Mellon March 2013 - June 2013
Skills
Bloomberg Terminal, Morningstar, Equity Research
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Economics
GlobeOp Financial Services November 2010 - Present
BNY Mellon June 2005 - August 2010
Education
Providence College 2001 — 2005
BS, Finance
BNY Mellon May 2011 - Present
BNY Mellon May 2005 - May 2011
BNY Mellon April 2004 - May 2005
BNY Mellon January 1999 - April 2004
Pershing Division January 1997 - January 1999
Cowen & Company, LLC January 1995 - January 1997
Education
Queens College
BNY Mellon 2013 - Present
BNY Mellon - Asset Management 2005 - 2013
State Street 1993 - 2005
Skills
Fixed Income, Equities, Securities, Derivatives, Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Asset Management, Middle Office, Corporate Actions, Risk Management, Investments, Global Custody, Back Office, Fund Accounting, Trading Systems
Education
Providence College 1988 — 1992
B.S.
Yosemite Capital LLC May 2012 - Present
DTN Associates LLC November 2008 - Present
University Club Of Palo Alto November 2013 - Present
Colchis Capital Management, LLC November 2007 - October 2008
Scion Capital, LLC August 2004 - May 2007
Hedgeworks LLC July 2000 - August 2004
BNY Mellon May 1998 - June 2000
Hudson Valley Bank April 1996 - April 1998
Chase Manhattan Bank June 1986 - April 1996
Skills
Financial Modeling, Strategy, Alternative Investments, Strategic Planning, Asset Managment, Private Equity, Customer Service, Asset Management, Venture Capital, Portfolio Management, Finance, Mutual Funds, Strategic Partnerships, Real Estate, Corporate Development
Education
Providence College 1982 — 1986
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
BNY Mellon December 2004 - Present
Education
Providence College 1987 — 1991
Bachelor of Science, Business Administration
JPMorgan Chase & Co. April 2014 - Present
DTCC March 2012 - September 2013
Morgan Stanley December 2009 - June 2011
BNY Mellon June 2000 - September 2009
Continuum Health Partners December 1997 - June 2000
Petrie Stores 1991 - 1995
Lord and Taylor 1986 - 1991
Skills
z/OS, VTAM, TCP/IP, NCP, IBM Assembler, REXX, CLIST, COBOL, ConnectDirect, TPX, Teleview, SuperSessions, SAS, Perl, IPCS, MS Office Suite, System exits, Microsoft Office, NDM
Education
Queens College 1978 — 1983
BS, Computer Science and Mathematics
Sands Capital Management April 2006 - Present
ASB Capital Management December 1997 - March 2006
BNY Mellon December 1986 - December 1997
Education
Queens College
b.a.
BNY Mellon August 2012 - Present
BNY Mellon July 2010 - August 2012
Skills
Financial Services, Mutual Funds, Asset Management
Education
Providence College 1986 — 1989
Bachelor of Arts (B.A.), Economics
Brown Advisory November 2012 - Present
BNY Mellon March 2011 - February 2013
BNY Mellon June 2008 - March 2011
BNY Mellon July 2007 - June 2008
Education
Providence College 2003 — 2007
Bachelor of Arts (BA), English, Business Studies
Rockland Trust Company November 2007 - Present
Invesco US January 1995 - July 2003
BNY Mellon January 1993 - June 1995
Education
Providence College 1984 — 1988
Finance, General
BNY Mellon September 2014 - Present
BankFIRST July 2013 - May 2014
MetLife January 2010 - April 2013
Skills
Insurance, Vendor Management, Process Improvement, Risk Management, Employee Benefits, Health Insurance, Negotiation, Strategic Sourcing, Business Analysis, Life Insurance, Change Management, Customer Service, Claim, Microsoft Excel, Project Management, Analysis, Call Centers
Education
Queens College 2002 — 2012
Bachelor of Science (BS), Ecoomics
Transamerica June 2013 - Present
STA International August 2008 - November 2013
Jesmay Electronics Co., Ltd. November 1998 - January 2007
BNY Mellon December 1996 - October 1998
Burlington Coat Factory November 1990 - December 1996
Skills
Financial Analysis, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Negotiation, Microsoft Office
Education
City University of New York-Queens College 1992 — 1996
Bachelor of Arts (B.A.), Accounting Information System Management
Merrill Lynch March 2001 - Present
BNY Mellon November 1995 - March 2001
Skills
Financial Services, Equities, Business Control, Operational Risk..., Internal Audit, Expense Management, Investment Banking, Risk Management, Investments, Securities, Capital Markets, Fixed Income, Financial Risk
Education
Providence College 1991 — 1995
Bachelor of Science (BS), Finance, General
Chaminade High School 1987 — 1991
BNY Mellon August 2006 - March 2014
National City Bank December 2004 - April 2006
National City Bank September 1998 - December 2004
NBD Bank now known as JPMorgan Chase August 1996 - September 1998
NiSource July 1979 - May 1996
Skills
Microsoft Excel, Microsoft Office, Dependable Team Player, Work Independently with..., Prioritize Workload, Customer Service, Close Attention to..., Multi Tasking, Account Control System, Corporate Trust, Organizational Skills, Detail Oriented, Filing, Outlook, Confidentiality, Always Punctual, Time & Attendance
Education
Hammond College of Business
Certificate of Completion
Ivy Tech Community College-Northwest
Purdue University Calumet
BNY Mellon September 2001 - Present
Edgix Corporation November 1999 - March 2001
_ August 1995 - November 1999
Verizon June 1987 - August 1995
Skills
Unix, Perl, Disaster Recovery, Linux, Enterprise Architecture, Data Center, VMware, Virtualization, Network Security, Java, Security, Servers, Solaris, ITIL, Cloud Computing
Education
PSG College of Technology
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
University of Wisconsin-Madison
Master of Science (MS), Computer Science