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
BNY Mellon October 2013 - Present
NYC Mayor's Office of Federal Affairs February 2010 - October 2013
City of New York 2006 - 2010
Skills
Political Science, Political Campaigns, Legislative Relations, Policy Analysis, Legislation, Economic Development, Public Policy, Grassroots Organizing, Community Outreach, Coalitions, Legal Research, Politics, Policy, Political Consulting, Government, Nonprofits
Education
Baruch College
Master of Public Administration (MPA)
University of Michigan
Bachelor of Arts (B.A.), Political Science and Government
Goldman Sachs October 2013 - Present
EY May 2014 - August 2014
BNY Mellon May 2013 - August 2013
CarusoThompson, LLP February 2013 - April 2013
Education Affiliates Federal Credit Union May 2011 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Accounting, Microsoft Office, Access, Tax, Outlook, Teamwork, Customer Service, Tax Preparation
Education
Baruch College 2011 — 2015
Baruch College, City University of New York (CUNY) 2011 — 2015
BBA, Accounting
Marist High School
Gen II Fund Services, LLC April 2015 - Present
Gemini Fund Services September 2014 - April 2015
BNY Mellon November 2012 - September 2014
Oppenheimer & Co. Inc. September 2008 - November 2012
FY Product Inc. December 2007 - September 2008
Skills
Bloomberg, Corporate Actions, Settlement, Bonds, Accounts Payable, General Ledger, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Investments, Mainframe, BNY Mellon's INFORM, DTC, Fund Of Funds, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA
Wells Fargo Securities September 2013 - Present
BNY Mellon October 2012 - September 2013
UBS Investment Bank December 2003 - October 2012
ABN AMRO November 2001 - December 2003
ING Investment Banking November 2001 - November 2003
Sigma Computer Services 1991 - 1999
Skills
Equity Derivatives, Middle Office, Electronic Trading, Trading Systems, ISDA, Swaps, Exchange Connectivity, Structured Products, Market Data, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, CIS & Statistics
Deloitte September 2015 - Present
Deloitte July 2014 - August 2014
Baruch Accounting Society January 2014 - May 2014
Baruch Accounting Society September 2013 - December 2013
BNY Mellon May 2013 - September 2013
DLNC (Deloitte National Leadership Conference) July 2013 - July 2013
Ernst & Young Emerging Leaders Program June 2013 - June 2013
McGladrey Pathways Program June 2013 - June 2013
Ernst and Young FIDS Case Competition February 2013 - March 2013
Baruch Accounting Society August 2012 - December 2012
Skills
Research, Public Speaking, Microsoft Office, Teaching, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Matlab, Data Analysis, Community Outreach, Labview, Marketing, Accounting, Teamwork
Education
Baruch College-CUNY 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Baruch College-CUNYNew 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Zicklin School of Business 2010 — 2014
Bachelor, Accounting
Zicklin School of Business 2010 — 2014
Bachelor of Business Administration, Accounting
Baruch College 2010 — 2012
Accounting, Accounting and Business/Management, 3.75
Baruch College 2010 — 2012
Bachelor's degree, Accounting, Junior
BNY Mellon February 2011 - Present
HSBC Bank Panama 2008 - 2009
BLADEX 1998 - 2008
Skills
Banking, Risk Management, Portfolio Management, Investment Banking, CRM, Finance, Business Planning, FX Options, Management, Business Development, Business Strategy, Commercial Banking, Structured Finance, Financial Services, Credit Risk
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Finance & Investments
Universidad Católica Santa María La Antigua 2003 — 2005
Strategic Planning, Marketing and International Finance
MP Tax January 2009 - March 2013
BNY Mellon January 1999 - March 2013
Skills
Mutual Funds, Fixed Income, Security Operations, NYS Notary Public, Tax Preparation
Education
City University of New York-Baruch College 2014 — 2014
Certificate of Forensic Accounting
City University of New York-Herbert H. Lehman College 2013 — 2014
Mercy College 1994 — 1999
Bachelor of Science, Financial Accounting
BNY Mellon December 2010 - December 2014
Rabobank International July 2010 - December 2010
Rabobank May 2007 - December 2010
NYSE Regulation November 2003 - May 2007
Skills
Securities, Capital Markets, Fixed Income, Equities, Financial Services, Investment Banking, Drafting Policies, Securities Regulation, Regulatory Inquiries, Real Time Advisory, Highly detail oriented, Organized with Strong..., Drafting Written...
Education
Fordham University School of Law 1999 — 2003
Doctor of Law (J.D.)
Baruch College
Bachelor of Arts (B.A.), Literature
State University of New York College at Oneonta
BNY Mellon December 2013 - Present
Kuwait Airways / Emirates Airlines March 2012 - Present
Surveillance One Inc. March 2010 - May 2012
Z & H Petroleum January 2008 - May 2012
U.S. Census Bureau -- Census Coverage Management April 2010 - July 2010
Skills
Microsoft Word, Microsoft Office, Excel, Market Research, Outlook, Customer Service, PowerPoint, Teamwork, Administrative..., Administration, Inventory Management, Spreadsheets, Supervisory Skills, Research, Sales, Invoicing, Microsoft Excel, Analysis, Windows, Management, Business Analysis, Access, Budgets
Education
Pace University - Lubin School of Business 2012 — 2013
Bachelor of Business Administration, International Finance
New York Institute of Technology-Old Westbury 2011 — 2011
Business Administration
Baruch College
Business
State University of New York at Albany
Greater New York 2012 - Present
HSBC Securities 1999 - 2012
BNY Mellon July 1997 - March 1999
Skills
Hedge Funds, Financial Statements, Multi-Strategy Funds, Side Pockets, FX Hedging, Credit Derivatives, Fixed Income, Bank Debt, Master Feeder Funds, Fund Of Funds, Economic Allocations, Private Equity, Team Leadership, Team Management, Mentoring, Coaching, Business Writing, Partnership Accounting, Equalization, Equities, Accounting, Valuation, Fund Accounting, Fund Administration
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting, magna cum laude
City National Bank August 2015 - Present
HSBC January 2013 - August 2015
Bank of Tokyo-Mitsubishi UFJ March 2007 - January 2013
BNY Mellon 2006 - 2007
Union Bank 2004 - 2006
Bank of Tokyo-Mitsubishi UFJ 2000 - 2004
Deutsche Bank 1999 - 2000
BNY Mellon 1994 - 1999
Prudential Financial 1989 - 1994
Skills
Credit, Internal Audit, Banking, Corporate Governance, Securities, Due Diligence, Financial Risk, Mergers & Acquisitions, Loans, Risk Management, USA PATRIOT Act, KYC, Financial Services, Commercial Banking, AML, Management, OFAC, Program Management, FINRA, Retail Banking, Anti Money Laundering, Portfolio Management, Operational Risk, Investments, Investment Banking
Education
Baruch College, City University of New York (CUNY)
BBA, Major: Economics, Minor: Finance
BNY Mellon December 2007 - March 2014
UNFCU 2005 - 2007
Lady Jane Craft Center 2000 - 2005
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Flamingo Road May 1972 - Present
BNY Mellon October 2006 - May 2013
JPMorgan Chase April 1982 - October 2006
Skills
Bands, Music, Drums, Rock Music, Music Education, Guitar
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Marketing/Computer Science
Rapid Response Monitoring Services February 2012 - Present
BNY Mellon January 2002 - June 2002
Apple Bank for Savings 1997 - 2001
Skills
IP Cameras, Security, Video over IP, Alarm Systems, Security Management, Access Control, Intrusion Detection, Fire Alarm, Surveillance, Biometrics, CCTV, Management, Corporate Security, Video Analytics, Physical Security, Life Safety, Security+, Low Voltage, Burglar Alarm, Security Operations, Cabling, Risk Assessment
Education
Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Finance & Investments
Bank of America August 2011 - Present
Morgan Stanley November 2004 - July 2011
Protiviti 2003 - 2004
BNY Mellon 2001 - 2003
KPMG US 1996 - 2001
Skills
Risk Management, Risk Governance, Risk Assessment, Risk Monitoring, Risk Models, Operational Oversight, Operational Efficiency, Internal Audit, SOX 404, Management, Operational Risk..., Enterprise Risk..., Auditing, Financial Risk, Operational Risk, Banking, Financial Analysis, IT Audit, Sarbanes-Oxley Act, Basel II, Reg W 23A&B
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
EMBA, Business Administration
TPG Growth August 2013 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
BNY Mellon June 2009 - May 2010
JOVA Management Corporation January 2006 - May 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelors of Business Administration, Major: Finance & Investments: Minors: Interdisciplinary Studies, Mathematics, and Real Estate
International Fund Services (NA) LLC, A State Street Company January 2013 - Present
BNY Mellon January 2008 - December 2012
J&W Seligman 2001 - 2004
Skills
Bloomberg, Financial Analysis, Equities, Financial Modeling
Education
Baruch College
BBA, Accounting
Fordham University
MBA, Finance
Citco Private Equity Services February 2015 - Present
Zephyr Management, L.P. April 2014 - February 2015
Citi June 2011 - April 2014
BNY Mellon September 2007 - June 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Financial Reporting, Equities, Accounting, Account Reconciliation, Finance, Investments, Securities, Corporate Finance, Valuation, Fund Accounting
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Investments
High School of Telecommunications, Arts and Technology 2002 — 2004
JPMorgan Chase November 2013 - Present
JPMorgan Chase February 2010 - November 2013
BNY Mellon May 2005 - February 2010
Skills
Financial Analysis, Mutual Funds, Fund Accounting, Hedge Funds, Fund Administration, Fixed Income, Valuation, Accounting, Financial Reporting, Financial Modeling, Equities, Derivatives, Investments, Bloomberg Terminal, Due Diligence
Education
Long Island University, Brooklyn Campus 2007 — 2009
Master of Business Administration (MBA), Finance, General
Baruch College 2000 — 2004
Bachelor of Science (BS), Accounting
BNY Mellon August 2005 - Present
Skills
Hair Cutting, Boxing, Mutual Funds, Fund Administration, Financial Reporting, Securities, Bloomberg, Equities, Account Reconciliation, Global Custody, Corporate Actions, Settlement, Middle Office, Cash Management, Bloomberg Terminal, Back Office, Fund Accounting, Capital Markets, Asset Management, Options, Hedge Funds
Education
Baruch College 1975 — 1985
still pending, finance
GoodTemps July 2013 - Present
GoodWill Industries of Greater New York & New Jersey April 2007 - June 2013
BNY Mellon January 2000 - December 2001
Skills
Recruiting, Talent Acquisition, Employee Relations, Technical Recruiting, Applicant Tracking..., Human Resources, Sourcing, Talent Management, Internet Recruiting, Executive Search, Temporary Placement, College Recruiting, Temporary Staffing, New Hire Orientations
Education
Baruch College 1993 — 1998
BBA, Marketing
Interactive Data September 2013 - Present
Experian January 2013 - September 2013
BNY Mellon October 2012 - January 2013
Bank of New York Mellon June 2007 - January 2013
NYCEDC March 2007 - May 2007
MetLife December 2005 - February 2007
Estee Lauder October 2003 - August 2005
American Federation Of Musicians and Employer's Pension Fund July 2002 - September 2003
Skills
Insurance, Financial Services, Consumer Products, Employee Relations, Talent Acquisition, Talent Management, Succession Planning, Deferred Compensation, Performance Management, Onboarding, HRIS, Recruiting, Human Resources, Employee Engagement, PeopleSoft, Strategy, Negotiation, Training, Employee Benefits, Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Human Resources
University of Wisconsin-La Crosse 1997 — 2001
BS, Business, Human Resources and minor in PR / Communications
Northwestern Mutual December 2014 - Present
Spavo Financial Group July 2014 - Present
Chapdelaine & Co. May 2013 - February 2014
Commerzbank AG July 2010 - December 2012
Natixis August 2008 - July 2010
Bear Stearns February 2004 - August 2008
HSBC January 1995 - January 2002
Westpac January 1989 - December 1994
UBS 1984 - 1988
BNY Mellon 1978 - 1984
Skills
FX Options, Fixed Income, Capital Markets, Trading, Trading Systems, Electronic Trading, Hedge Funds, Currency, FX trading, Commodity, Risk Management, Foreign Exchange, Fixed Asset Management, E-commerce, Equity Trading, equity options, ETFs, Credit, Financial Markets, Derivatives, FX Trading, Options
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
B.A., Finance, Economics
FDR High School, Brooklyn, New York
TaiLiLou LLC 2011 - Present
R & R Associates Consulting 2008 - 2010
BNY Mellon 2007 - 2008
Niteo Consulting Inc. 1999 - 2007
CIBC World Market 1998 - 1999
Prebon Yamane (USA) Inc 1996 - 1998
Skills
Structured Finance, Derivatives, Quantitative Finance, Fixed Income, Market Risk, Real Estate
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
M.S., Financial Engineering
City University of New York-Queens College
B.A., Mathematics
BNP Paribas November 2010 - June 2013
BNY Mellon July 2004 - February 2012
BNY Mellon June 1998 - April 2004
Chemical Bank, New York June 1989 - January 1990
Bank of Tokyo, New York Agency August 1983 - June 1989
Time Inc. August 1977 - August 1983
Skills
Banking, Partnerships, Capital Markets, Commercial Lending, Management, Training, Financial Services, Equities, Analysis, Customer Service, Loans, Process Improvement, Credit Analysis, Asset Managment, Leadership, Commercial Banking, Investment Banking, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Word, Financial Reporting, AML
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
BBA, Human Resources Management
Credit Suisse May 2015 - Present
AIG February 2013 - May 2015
Standard & Poor's February 2012 - January 2013
Citigroup Global Markets, Inc. December 2010 - January 2012
BNY Mellon April 2007 - December 2010
U.S. Trust Company December 2004 - April 2007
Quick & Reilly (FleetBoston Financial) September 2000 - May 2003
AXA Client Solutions June 1999 - September 2000
Deutsche Bank North America 1997 - 1999
Crédit Lyonnais June 1992 - June 1997
Skills
Business Analysis, SDLC, Agile Methodologies, Vendor Management, Quality Assurance, Six Sigma, Project Governance, CMM, RUP, Corporate Actions, Fund Administration, Reviews, Risk Management, PMO, Portfolio Management, Program Management, Process Improvement, Change Management, Project Management, Requirements Gathering, Strategy, Capital Markets, Financial Analysis, Project Planning, Business Strategy, Management, Project Portfolio..., Derivatives, Trading, Analysis, Back Office, Team Building, Fixed Income, Leadership, Business Process..., Business Development, Financial Services, Trading Systems, PMP, Software Project..., Governance, Analytics, Relationship Management, IT Strategy, Business Process..., Outsourcing, Banking, Equities, Software Documentation, Financial Risk
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investment Banking
The University of Connecticut
Bachelor of Science, Design and Resource Management
BNY Mellon October 2010 - Present
BNY Mellon October 2007 - October 2010
Broadridge September 2006 - October 2007
Skills
A+ Certified, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Telekurs, Equities, Bloomberg, Fixed Income, Financial Analysis, Investments, Hedge Funds, Securities, Financial Services, Derivatives, Banking, Microsoft Office, Analysis, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon December 2013 - Present
BNY Mellon February 2012 - December 2013
BNY Mellon December 2008 - January 2012
Shearman & Sterling LLP August 2006 - July 2007
Mount Holyoke College September 2005 - May 2006
Baltic-American Partnership Fund January 2005 - January 2005
Columbia University June 2004 - August 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Industrial/Organizational Psychology and Human Resource Management, GPA: 3.91
Mount Holyoke College 2004 — 2006
BA, International Relations/Economics
Partium University 1997 — 2002
BA, Elementary School Education
BNY Mellon June 2015 - August 2015
Jimmy Jazz February 2012 - June 2015
StreetWise Partners March 2014 - May 2014
Federal Reserve Bank of New York November 2013 - November 2013
Boost Mobile September 2011 - February 2012
Skills
Accounting, Teamwork, Inventory Management, Management, Customer Service, Team Leadership, Time Management, Internal Controls, Microsoft Office, Payroll, Marketing, Sales, Finance
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor of Business Administration (BBA), Finance and investments
Borough of Manhattan Community College 2012 — 2014
Associate of Arts (A.A.), Business/Commerce, General, Overall GPA 3.7
Government College University, Lahore 2008 — 2010
Intermediate, A+
Barnum Financial Group, an Office of MetLife 2011 - 2014
UBS Wealth Management 2007 - 2010
BNY Mellon 2000 - 2006
Jamaica Stock Exchange 1994 - 2000
Skills
Series 7, 63, 24, 9, 10
Education
Baruch College
Master of Business Administration, Finance and Adminstration
Georgia State University
Bachelor's Degree
Bank of the West September 2015 - Present
Credit Suisse July 2011 - September 2015
Credit Suisse December 2008 - June 2011
Credit Suisse November 2004 - December 2008
BNY Mellon November 1999 - October 2004
Skills
Investment Banking, Fixed Income, Risk Management, Derivatives, Financial Risk, Capital Markets, Securities, Financial Analysis, Management, Banking
Education
Bernard M. Baruch College, The City University of New York
B. B. A, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
BNY Mellon December 2006 - Present
Lehman Brothers May 2004 - November 2006
Deloitte & Touche LLP May 1999 - May 2003
NY Life Insurance Co. May 1997 - May 1999
Skills
Risk Management, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Accounting, Auditing, Banking, Business Continuity, Enterprise Risk..., Financial Audits, Financial Services, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
Indagare June 2013 - August 2015
BizBash February 2013 - June 2013
Peter Elliot August 2012 - January 2013
ID Public Relations January 2012 - May 2012
NYSE Euronext September 2011 - December 2011
FORUM-NEXUS September 2010 - July 2011
BNY Mellon June 2010 - September 2010
Citi June 2007 - August 2007
Skills
Social Media, Market Research, Microsoft Office, Salesforce.com, Hootsuite, Cision, Maximizer, Adaptability, Multi-tasked, Online Research, Marketo, WordPress, Mac OS, Retailpro, Altour, CRM Databases, Events Coordination, Twitter, Instagram, Facebook, Media Relations, Advertising, Event Planning, Office Administration, PowerPoint, Press Releases, Retail, Business Analysis, Social Networking, Blogging, InDesign
Education
City University of New York-Baruch College 2008 — 2012
Bachelor’s Degree, Corporate Communications Major, History Minor
The Ramon Llull University 2011 — 2011
Study Abroad, Intercultural Communications
Citi October 2014 - Present
Citi September 2011 - October 2014
Morgan Stanley April 2010 - September 2011
Morgan Stanley June 2009 - April 2010
Morgan Stanley July 2006 - June 2009
BNY Mellon June 2005 - August 2005
Mellon Bank May 2004 - August 2004
Skills
Fixed Income, Derivatives, Financial Services, Equities, Securities, Relationship Management, Bloomberg, Capital Markets, Hedge Funds, Portfolio Management
Education
Baruch College 2012 — 2016
Master of Business Administration (M.B.A.), Finance and Computer Information Systems
Villanova University 2002 — 2006
B.S., Finance
North Shore-LIJ Health System January 2012 - Present
North Atlantic Industries April 2011 - January 2012
BNY Mellon January 2000 - September 2010
Skills
Microsoft SQL Server, SQL Server, Visual Studio, Web Applications, IT Project Management, ASP.NET, C#, Visual Basic, SharePoint Designer, SSRS, SSAS, HTML, Software Development, Coding, Workflow Solutions, Web Services, Accent Capture 7.0, Prototyping, Route Building, SDLC, Content Management, Document Management, Distributed Development, Technical Support, Systems Analysis, Test Planning, Requirements Gathering, Crystal Reports, High Volume Scanners, Printers, Windows XP/7.0, MS Office Suite, Team Leadership, Interviewing, Archiving, Project Management, Databases, Analysis Services, Visio, SharePoint, Business Analysis, Management
Education
City University of New York-Baruch College
Bachelor’s Degree, Computer Science
BMO Capital Markets January 2014 - Present
BMO Capital Markets February 2011 - January 2014
Soleil Securities November 2005 - February 2011
Cain Brothers July 2005 - November 2005
BNY Mellon September 1997 - July 2004
Skills
Windows Server 2003, Windows Server 2008, Exchange Server 2003, Exchange Server 2010, Active Directory, Group Policy, Blackberry Enterprise..., Iphone, Windows Mobile, VMware, HP Server, HP Printers, Thomson One, Reuters, Bloomberg Terminal, Cisco switches, Cisco ASA, FactSet, Capital IQ, Salesforce.com, Blackberry, Security+, BMC Remedy, Vulnerability Management, Level 1 & 2, Microsoft Exchange, Windows Server, Disaster Recovery, HP, ASA, Cisco Nexus, iPhone, Troubleshooting, Servers, VPN, MCSA + Messaging, MCITP, ITIL Certified, Thompson One, System Deployment, Software Documentation, IT Service Management, Citrix, Hardware, Windows, Trading Systems, System Administration, Software Installation, Microsoft Certified..., Networking
Education
Baruch College, City University of New York (CUNY) 1997 — 2012
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
BNY Mellon September 2009 - Present
PricewaterhouseCoopers October 2001 - September 2009
Skills
SOX, Accounting, Financial Planning, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Corporate Finance, Auditing, Strategic Financial..., Financial Modeling, Internal Controls, GAAP, SEC filings, Due Diligence, Financial Services, US GAAP, General Ledger, Account Reconciliation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Computer Science
BNY Mellon 1999 - April 2011
Skills
Visual Arts, Teaching, Photoshop, Photography, Painting, Fine Art, Customer Service, Art, Contemporary Art, Graphic Design, Creative Writing, Illustrator, Microsoft Excel, Series 7, Bloomberg, Capital Markets, Hedge Funds, Securities, Derivatives, Equities, Fixed Income
Education
Baruch College 2000 — 2008
BBA, Finance & Investments
Guggenheim Partners September 2013 - Present
BNY Mellon May 2011 - May 2013
UBP October 2010 - April 2011
Moody's Investors Service May 2009 - February 2010
UBS February 2008 - May 2008
Baruch College May 2007 - August 2007
Wenig & Saltiel LLP September 2005 - August 2006
Skills
Bloomberg, Budget Forecasts, Account Reconciliation, Financial Statement..., Financial Analysis, Variance Analysis, PowerPoint, Word, Access, Invoice Processing, Mutual Funds, ETFs, Microsoft Office, Fixed Income, Fund Accounting, Microsoft Word, Fund Administration, Bloomberg Terminal, Securities, Fund Of Funds, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration, Finance and Investments
New York City Transit August 2014 - Present
New York City Transit November 2007 - August 2014
BNY Mellon August 2004 - November 2007
Bear Ventures September 1999 - November 2003
Education
Baruch College
Wolmer's Schools 1985 — 1989
Barclais CPA, LLC July 2014 - Present
AIG April 2012 - July 2014
Postal Plaza, Inc. September 2011 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Prezi, Accounting, Work Ethic, International Tax, Financial Analysis, Tax
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science, Taxation, Zicklin School of Business
Baruch College 2010 — 2014
Bachelor of Business Administration in Accountancy, Zicklin School of Business
Universiteit van Amsterdam / University of Amsterdam 2012 — 2013
Faculty of Economics and Business
Immigration Law Offices April 2014 - Present
Michael Troiano ESQP January 2013 - July 2013
Scosha September 2012 - May 2013
BNY Mellon September 2008 - March 2010
Ralph G. Attanassi May 2005 - June 2008
Skills
PowerPoint, Data Entry, Marketing, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Negotiation, Marketing Research, Marketing Strategy, Market Research, Legal Documents, Windows, Facebook, Sales, Consumer Behaviour, Legal Writing, Legal Translation, Wordperfect, Twitter, Instagram, Legal Assistance, International Marketing, Bloomberg, QuickBooks, Invoicing, International Shipping, Social Media Marketing, International Business, translat
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration (BBA), International Marketing
Curtis High School 2005 — 2009
Advance Regents Diploma, Entrepreneurship/Entrepreneurial Studies
Baruch Investment Management Group September 2015 - Present
BNY Mellon May 2015 - Present
Covenant House New York September 2014 - May 2015
Delta Air Lines February 2013 - October 2013
Student Health Insurance Program August 2012 - February 2013
University of Wisconsin-Madison August 2011 - August 2012
University of Wisconsin-Madison May 2010 - August 2011
UW - Madison School of Pharmacy July 2010 - September 2010
Pre-College Enrichment Opportunity Program for Learning Excellence June 2010 - July 2010
Skills
Bilingual, Communication, Committed to..., Strategic Insights, Tech Savy, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Community Outreach, Public Speaking, Leadership, Event Planning, Research, Social Media, Microsoft Word, Nonprofits, Social Networking, Fundraising, Teamwork
Education
Baruch College, City University of New York (CUNY) 2014 — 2017
Bachelor's degree, Economics, 4.0
University of Wisconsin-Madison
BNY Mellon August 2015 - Present
Miele March 2012 - August 2015
Gracious Home June 2013 - August 2013
Argo Corporation September 2012 - December 2012
Bed Bath & Beyond August 2009 - February 2012
Skills
Sales, Methodical, Reliable, Technology, Team-oriented, Open Minded, Always Willing to Learn, Goal Oriented, Business, Teamwork, Accounting, Time Management, Analytical Skills, Accountability, Customer Service, Retail
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Borough of Manhattan Community College 2008 — 2010
Associate of Applied Science, Accounting
BNY Mellon May 2011 - Present
BNY Mellon November 2007 - May 2011
Citi October 2005 - November 2007
Citi December 2002 - October 2005
Citi July 2000 - December 2002
KPMG US February 1996 - July 2000
KPMG US October 1994 - February 1996
KPMG US October 1992 - October 1994
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Accounting, Risk Management, Investments, Corporate Finance, Strategic Financial..., Equities, Banking, Portfolio Management, Due Diligence, Cash Management, Account Reconciliation, Microsoft Excel, Business Analysis, Capital Markets, Italian, Business Valuation, Board Presentations, Cost Management, Staff Development, Resource Management, Process Improvement, Offshore Operations, Internal and External..., Vendor Relations, Financial Systems...
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), International Business
Iona College
Bachelor of Business Administration (BBA), Public Accounting
BNY Mellon June 2015 - Present
Sumitomo Mitsui Banking Corporation July 2013 - May 2015
AIESEC United States February 2013 - June 2014
G&L Auto Sales Trading Inc. July 2012 - December 2012
Staples September 2011 - May 2012
Skills
Market Research, Sales Operations, Customer Service, Teamwork, Sales Process, PowerPoint, Social Networking, Business Development, Leadership, Sales, Social Media Marketing, Sales Management, Team Leadership, Dodd-Frank, KYC, Compliance, Risk Analysis, FATCA, Financial Analysis, DCF Valuation, Equity Valuation, Financial Statement..., Financial Risk
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.7
Bronx High School of Science 2007 — 2011
BNY Mellon June 2015 - Present
Foong & Mak and Associates, CPAs January 2014 - May 2015
Marathon Enrichment January 2013 - May 2015
NYC Office of Payroll Administration September 2012 - December 2012
Undergraduate Student Government September 2010 - April 2011
Skills
Microsoft Excel, Financial Accounting, Microsoft Word, HTML 5, CSS3, Databases, Access, QuickBooks, Google Docs, Payroll, JavaScript, Cost Accounting
Education
Baruch College 2012 — 2013
Master's Degree, Accountancy
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Hunter College High School 2002 — 2008
BNY Mellon May 2014 - Present
Wells Fargo November 2014 - November 2014
Sudran Dizenhaus & Associates September 2013 - May 2014
JPMorgan Chase & Co. April 2014 - April 2014
Baruch College Technology Center October 2012 - March 2013
Skills
Basel II, Basel III, Enterprise Risk..., Microsoft Excel, Accounting, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Baruch College, City University of New York (CUNY) 2012 — 2016
Accounting
Barnes & Noble October 2013 - Present
Naked Communications July 2013 - September 2013
Frank PR July 2013 - September 2013
Stuart A Ditsky CPA, PC March 2008 - July 2012
New York City Office of Management and Budget June 2007 - August 2007
BNY Mellon June 2006 - August 2006
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Payroll, Cash Flow, Finance, Invoicing, Auditing, Journal Entries, Financial Statements, Tax, Budgets, Internal Audit, Management, Microsoft Excel
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
John Dewey High School 2003 — 2007
High School, Finance & Computer Science
Wells Fargo May 2006 - Present
BNY Mellon February 1998 - August 2005
Skills
Banking, Financial Services, Equities, Financial Risk, Fixed Income, Security Clearance, Trading, Global Delivery, Global Marketing, DTC, Detailed Oriented and..., Problem Solving, Account Reconciliation, Settlement, Relationship Management, Accounting
Education
Baruch College, City University of New York (CUNY)
Accounting
Fairleigh Dickinson University.New Jersey
Business Administration
J.P. Morgan July 2015 - Present
HedgeServ July 2013 - July 2015
BNY Mellon June 2012 - June 2013
BMCE Capital May 2011 - June 2011
Skills
Valuation, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Derivatives, Business Analysis, Loans, Corporate Finance, Fixed Income, Fund Administration, Equities, Private Equity, Investments, Asset Management, Financial Accounting, Mutual Funds, Bloomberg Terminal, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Financial Markets, Trading, Equity Research, Equity Derivatives, FX Options, Financial Services, Structured Products
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance & investments
City of Las Vegas December 2013 - Present
Raytheon Missile Systems November 2007 - June 2012
L3 Communications - Link Simulation & Training January 2005 - September 2009
Parago, Inc. August 2002 - December 2004
Multex.com, Inc. December 1998 - July 2002
BNY Mellon December 1997 - December 1998
American Express June 1990 - August 1997
Skills
Accounting, Account Management, Financial Accounting, Contractors, Account Reconciliation, Accounts Receivable, Cost Accounting, Billing Process, Auditing, Payroll, Analysis, Sarbanes-Oxley Act
Education
Baruch College 1992 — 1997
Bachelor of Arts (B.A.), Accounting, 3.8
BNY Mellon June 2011 - Present
AXA Advisors September 2009 - December 2009
Altronix Corporation June 2006 - August 2009
Skills
Account Reconciliation, Mutual Funds, Fund Accounting, Accounting, Finance, Financial Analysis, Financial Reporting, Bloomberg, Financial Modeling, Securities, Financial Services, Equities, Financial Accounting, Banking, Cash Management, Client Service Oriented, Strong interpersonal..., Excellent work ethic, Exceptionally organized, MS Suite expert, Highly detail-oriented, Quantitative and..., ETFs, Corporate Actions, Fixed Income, Asset Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Bachelor of Business Administration (BBA), Finance, 3.43
Apollo Global Management LLC November 2014 - Present
BNY Mellon June 2012 - Present
Skills
Fixed Income, Mutual Funds, Hedge Funds, Bloomberg Terminal, Private Equity, Geneva, Invest One, Reuters, IDC, MS Windows, Excel, Microsoft Word, Outlook, Fixed Income Securities, FX Options, Commodity, Interest Rate..., Mortgage Related..., Pricing Direct, OTC, Bloomberg Vlookup Tool, Currency Futures, Futures, Options, Swaptions, IRS, TRS, Repos, alternative investment..., Pricing, MS Excel Pivot Tables, V-Lookups, MS Outlook, Investments, Corporate Finance, Microsoft Excel, Derivatives
Education
Baruch College 2007 — 2011
Bachelor of Business Administration in Finance, Finance and Investment
Minsk State Pedagogical University 2000 — 2004
Bachelor of Science (BS), History
BNY Mellon March 2012 - Present
Nomura Securities July 2009 - March 2012
Societe Generale Corporate & Investment Banking January 2005 - July 2009
Citigroup July 2002 - January 2005
Skills
Series 99, Fixed Income, Derivatives, Bloomberg, Capital Markets, Middle Office, Credit Derivatives, Equity Derivatives, Equities, Prime Brokerage, CDO, Interest Rate..., CDS, Structured Products, Bonds, ABS, Back Office, Product Control, Municipal Bonds, Agency MBS, Government Bonds, Financial Accounting, Project Management, Six Sigma, ETFs, Broker-Dealer
Education
City University of New York-Baruch College 2000 — 2004
Bachelor's degree, Finance
BNY Mellon October 2012 - Present
Bell & Company, LLP July 2010 - February 2011
Abercrombie & Fitch August 2008 - February 2010
March of Dimes November 2006 - April 2007
Skills
Data Entry, Access, PowerPoint, Microsoft Word, Microsoft Excel, Sales, Microsoft Office, Outlook, Accounting, Account Reconciliation, Teamwork, Customer Service, Financial Reporting, Facebook, Social Media, Event Planning, Financial Modeling, Research, Data Analysis, Financial Analysis
Education
City University of New York-Baruch College 2008 — 2012
Bachelor, Business Administration; Finance
Universidad Nacional de Tres de Febrero 2011 — 2011
Finance
BNY Mellon April 2006 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Human Resources Management and Services
MiracleToBeAlive.com January 2013 - Present
nutraMetrix.com/kit May 2010 - Present
NYSE Regulation 2000 - May 2010
BNY Mellon March 1997 - October 2000
Skills
Great Communication, Business Analysis, Marketing Strategy, Entrepreneur, Detail Orientation, Friendship, Business Strategy, Entrepreneurship, Small Business, Nutrition, Leadership, Team Leadership, Marketing, Healthcare, Program Management, Microsoft Office, Wellness, Lifestyle, Coaching, Social Networking, Holistic Health, Supplements, Social Media Marketing, Public Speaking, Event Planning, Team Building
Education
Institute for Integrative Nutrition 2013 — 2013
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Finance
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelor, Finance
BNY Mellon April 2012 - Present
Law Office of Diana Bronstein January 2009 - April 2012
Universal Survey Center September 2007 - January 2009
ACNielsen 2007 - 2007
Skills
Proficient in Microsoft...
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
MS in Accounting, Accounting, Graduate
Baruch College, City University of New York (CUNY) 2002 — 2007
Guggenheim Partners January 2010 - Present
Price Waterhouse Coopers August 2007 - December 2009
Margolin, Winer & Evans LLP October 2005 - August 2007
New York Life July 2002 - September 2005
BNY Mellon July 1998 - May 2003
Skills
Derivatives, Accounting, Auditing, Fund Accounting, Hedge Funds, Audit, Bookkeeping, Excel, GAAP, US GAAP, Financial Reporting, CPA, Financial Accounting, Internal Controls, SEC filings, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Giant Eagle September 2014 - Present
Giant Eagle September 2010 - September 2014
BNY Mellon May 2010 - August 2010
Spherion Staffing July 2008 - December 2009
Haemonetics June 2007 - June 2008
kforce 2000 - 2003
MetLife 1997 - 1999
Corestates 1989 - 1997
Skills
Training, Sales, Human Resources, Talent Acquisition, Recruiting, Interviews, Hiring, Applicant Tracking..., Customer Service, Onboarding, Employee Relations, Benefits Negotiation, New Hire Orientations, Sourcing
Education
Baruch College, City University of New York (CUNY)
HSBC March 2013 - Present
Lotus River Developers Ltd. 2011 - Present
BNY Mellon July 2012 - February 2013
Lloyds Bank Group January 2011 - April 2012
Goldman Sachs May 2010 - November 2010
Bloomberg February 2009 - January 2010
Skills
Project Management, Project Planning, Project Governance, Project Analysis, Portfolio Management, PMO, Stakeholder Management, Project Delivery, Project Portfolio..., Business Analysis, Risk Management, Change Management, Finance, Requirements Gathering, Strategy
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MSc., Finance
Pace University - Dyson College of Arts & Sciences 2002 — 2006
BA, Political Science
Pace University - Lubin School of Business 2002 — 2006
BBA, Management - Entrepreneurship
Bank of Tokyo-Mitsubishi UFJ March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNY Mellon 2010 - 2012
Moore Capital Management 2006 - 2010
AllianceBernstein 2004 - 2006
Reuters 2002 - 2004
UBS Financial Services 2001 - 2001
Skills
Derivatives, Valuation, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Options, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
BNY Mellon August 2012 - Present
BNY Mellon February 2008 - August 2012
BNY Mellon March 2006 - February 2008
BNY Mellon May 2005 - August 2005
BNYMellon March 2000 - August 2004
Skills
Spanish, Excel, Word, Access, PowerPoint, MS Project, Banking, Credit, Financial Modeling, Microsoft Excel, Risk Management
Education
Banking Credit Training 2007 — 2007
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
MBA, Finance and International Business
BNY Mellon 2012 - Present
Lockwood Advisors, Inc. 2010 - 2012
Lockwood Advisors, Inc. 2008 - 2010
Maxim Group 2005 - 2007
Brokerage America 2002 - 2005
NDB Capital Markets Corporation 2000 - 2002
Skills
Alternative Investments, Series 7, Investments, Hedge Funds, Equities, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Series 63
Education
City University of New York-Baruch College 2002 — 2003
Executive MS in Finance
Muhlenberg College 1996 — 2000
Economics
Computershare January 2012 - Present
BNY Mellon Shareowner Services 1989 - Present
BNY Mellon, Shareowner Services January 2002 - December 2011
BNY Mellon July 2001 - December 2009
SunTrust Banks, Inc January 1997 - January 2002
SunTrust Banks Inc. July 1996 - July 2001
ChaseMellon Shareholder Services January 1995 - January 1997
GeoServe Corporate Trust Telecommunications Center January 1993 - January 1995
Chemical Bank January 1986 - January 1995
Manufacturers Hanover Trust January 1986 - January 1993
Skills
Training, Investor Relations, CRM, Securities, Customer Service, Team Leadership, Portfolio Management, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Accounting and Management
Bernard M. Baruch College
Bachelor of Business Administration
Nebraska Alliance Realty May 2012 - Present
JPMorgan Chase May 2002 - April 2012
BNY Mellon August 1996 - May 2002
Skills
Banking, Due Diligence, Strategy, Fixed Income, Investment Banking, Financial Services, Investments, Portfolio Management, Management, Asset Management, Bloomberg, Finance, Financial Analysis, Financial Risk, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1996
MBA, Finance and Investments
Rowan University
Bachelor of Science (B.S.), Economics
BNY Mellon August 2009 - Present
HSBC August 2004 - August 2009
The Bank of New York June 2001 - August 2004
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Series 7, Investment Management, Derivatives, Financial Reporting, Capital Markets
Education
Baruch College 2000 — 2002
Master of Business Administration (MBA), Finance and Investments
Bentley University 1992 — 1996
Vanderbilt University Medical Center October 2009 - Present
Vanderbilt Children's Hospital June 2007 - September 2009
Pediatrix Medical Group May 2004 - May 2007
Ernst & Young 2002 - 2004
BNY Mellon 1997 - 2000
Skills
Budgets, Strategic Planning, Project Management, Process Improvement, PowerPoint, Public Speaking, Customer Service, Microsoft Excel, Healthcare, Healthcare Management, Financial Analysis, Microsoft Office, Hospitals, Data Analysis, Nonprofits
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Accounting
University of Notre Dame 1993 — 1997
BBA, Marketing
Computershare Shareowner Services July 2004 - Present
BNY Mellon 2004 - January 2012
Bankers Trust/Deutsche Bank 1999 - 2003
Bankers Trust Company 1993 - 2003
Skills
Relationship Management, Securities, Derivatives, Financial Services, Equities, Banking, Capital Markets, Risk Management, Vendor Management, Business Analysis, Investment Banking, Financial Markets, Product Management, Corporate Actions, Options, Wealth Management, Mergers, Trading, Back Office, Operational Risk, Cash Management, Investment Management, Investor Relations, Global Custody
Education
Baruch College 1977 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bernard M. Baruch College, CUNY 1977 — 1982
BBA, Business Administration & Management
BNY Mellon August 2006 - Present
Fitch Ratings August 2004 - August 2006
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelor in Business Administration, Accounting
BNY Mellon January 2011 - Present
The Bank of New York Mellon January 1990 - February 2012
Thomson McKinnon 1982 - 1989
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Banking, Capital Markets, Corporate Actions, Derivatives, Equities, Financial Services, Fixed Income, Global Custody, Hedge Funds, Middle Office, Mutual Funds, Portfolio Management, Securities, Settlement, Outsourcing, Project Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
BNY Mellon April 2014 - Present
Jet Airways June 2008 - June 2013
Merrill Lynch 2005 - 2007
Merrill Lynch 2001 - 2005
Jet Airways July 1993 - July 1999
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investments, Risk Management, Asset Managment, Equities, Leadership, Business Strategy, Investment Banking, Strategic Planning, Financial Analysis, Insurance, Series 7, Mutual Funds, Financial Services, Securities, Asset Management, Alternative Investments, Investment Advisory, Capital Markets, Strategy, Fixed Income, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Finance, Private Equity, Due Diligence, Derivatives, Valuation, Hedge Funds, Restructuring, Banking, Relationship Management, Credit, Corporate Development, Sales Management, Financial Advisory, Six Sigma, Business Analysis, Business Process..., Talent Management, Human Resources, Sales Operations, Trading, Management
Education
City University of New York-Baruch College 1979 — 1983
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
BNY Mellon June 2013 - Present
BNY Mellon September 2009 - June 2013
BNY Mellon April 2007 - September 2009
Sterling Empire Funding Assoc. Ltd June 2005 - April 2007
Skills
Structured Finance, Structured Products, Compliance, Alternative Investments, Process Improvement, Fixed Income, Financial Services, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Marketing and Finance
Douglas Elliman Real Estate September 2015 - Present
Sigma Alpha Delta Honor Society May 2015 - Present
Bellmarc Realty LLC May 2010 - Present
Deloitte June 2015 - July 2015
FLSV Fund Administration Services LLC November 2013 - June 2015
BNY Mellon May 2014 - August 2014
Manhattan Tax January 2014 - April 2014
Geneva Worldwide December 2012 - November 2013
One Rate Wireless May 2010 - December 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Financial Reporting, Auditing, Awesomeness, Data Entry, Payroll, Invoicing, Administration, Management, QuickBooks, Journal Entries, Analysis, Communication, Google Docs, Marketing, Leadership, Social Media Marketing
Education
City University of New York-Baruch College 2013 — 2015
Accounting
Hudson County Community College 2009 — 2013
AS in Accounting
Rutgers, The State University of New Jersey-Newark 2008 — 2009
Accounting
BNY Mellon January 2009 - Present
BNY Mellon July 2007 - December 2008
BNY Mellon February 2003 - June 2007
Skills
Equities, Mutual Funds, Financial Modeling, Asset Management, Securities, DCF, Valuation, Derivatives, Fixed Income, Financial Analysis, Accounting, Mergers & Acquisitions, Financial Statements, Hedge Funds, Bloomberg, Tax, LBO, Analysis, Fund Accounting, Financial Reporting, Finance, Bloomberg Terminal, Corporate Finance, Due Diligence, Investments, Alternative Investments
Education
Investment Banking Institute 2007 — 2007
Financial Analysis
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Clemson University 1992 — 1995
BS, Finance
Senior Whole Health March 2014 - Present
Amerigroup January 2013 - March 2014
DentaQuest September 2011 - December 2012
Health Plus PHSP. Inc December 2009 - September 2011
Health Plus December 2008 - November 2009
BNY Mellon March 2006 - April 2008
Fidelity Investments December 2004 - March 2006
JPMorgan Chase November 2000 - October 2004
Skills
Financial Analysis, Project Management, Agile Methodologies, Scrum, Microsoft Excel, Business Analysis, PowerPoint, Access, Process Improvement, Data Analysis, ITIL, Six Sigma, Kanban, Relationship Management, CRM, SDLC, Program Management, Management, Training, Leadership, Team Building, Insurance, Cross-functional Team..., Strategic Planning, Recruiting
Education
Baruch College, City University of New York (CUNY) 1999 — 2004
Bachelors, Finance
BNY Mellon April 2010 - Present
BNY Mellon April 2008 - April 2010
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance, CIS
PSEG Services Corporation September 2008 - Present
JPMorgan Chase October 2006 - September 2008
BNY Mellon June 2002 - October 2006
Chase Manhattan Bank 1984 - 2001
Skills
Performance Management, Talent Management, Employee Relations, Change Management, Employee Engagement, Onboarding, Talent Acquisition, Human Resources, HRIS, Succession Planning, Organizational..., Organizational..., Workforce Planning, Leadership Development, Recruiting, Employment Law, Coaching, Employee Benefits, College Recruiting, PeopleSoft, Applicant Tracking..., Employer Branding, Process Improvement, Management, Conflict Resolution, Personnel Management, Organizational Design, Consulting, HR Policies, New Hire Orientations, Career Development, Employee Training, Interviews, Sourcing
Education
College of Saint Elizabeth 2013 — 2015
MS in Management, Organizational Leadership
Center for Applications of Psychological Type (CAPT)
Myers-Briggs Type Indicator Certification Program, June 2011
City University of New York-Baruch College
BBA, Human Resources Management
Fairleigh Dickinson University
SHRM Certification Training, Fall 2011
JP Morgan Asset Management 2013 - Present
BNY Mellon 2010 - 2013
Bear Stearns & Co. 1999 - 2009
Morgan Stanley Dean Witter 1997 - 1999
Skills
Account Reconciliation, Financial Reporting, Compliance, Analysis, Financial Statements, Alternative Investments, Series 7, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration, Finance
Morehouse College
BA, Accounting
The Bank of New York 1994 - January 2009
The Bank of New York Mellon 1994 - 2009
BNY Mellon 1994 - 2009
MeadWestvaco July 1986 - July 1993
Arrow Electronics July 1984 - July 1986
BMG Columbia House 1972 - 1984
CBS Columbia House 1972 - 1984
The Port Authority of New York and New Jersey May 1968 - July 1972
Skills
IBM Mainframe, ISPF, COBOL, TSO, z/OS, Fileaid, JCL, Mainframe, CICS, Syncsort, MVS, DFSORT, VSAM, DB2, IBM Utilities, Production Support, SDSF, Relational Databases, Xpediter, Performance Tuning, Analysis, Databases, NDM, RACF, SDLC, Lotus Notes, SPUFI, PL/1, AIX, Endeavor, COBOLII, Disaster Recovery, Easytrieve, IMS DB/DC, Systems Analysis, Capacity Planning, Requirements Analysis, JES2, Oracle, WebSphere MQ, SMP/E, REXX, SQL, Business Continuity, Requirements Gathering, Visio, Business Requirements, OS/390, Omegamon, Operating Systems
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
MBA, Computer Methodology
Baruch College, City University of New York (CUNY) 1963 — 1968
BBA, Industrial Business Management
Right Management
BNY Mellon 2006 - Present
Mellon Financial 1999 - 2006
The Bank of New York 1993 - 1999
Merrill Lynch & Co / MLPF&S 1986 - 1992
Lanier Worldwide 1985 - 1986
Skills
Series 7, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Marketing
Credit Suisse April 2013 - Present
Credit Suisse November 2007 - April 2013
BNY Mellon March 2007 - November 2007
JPMorgan Chase August 2005 - March 2007
Skills
Securities Lending, Portfolio Management, Prime Brokerage, Foreign Exchange, Income Statement, Fixed Income, Equities, Derivatives, Bloomberg, Hedge Funds, Swaps, FX Options, Finance
Education
City University of New York-College of Staten Island 2002 — 2005
Bachelor of Science-Double Major, Finance & Economics, Magna Cum Laude
Baruch College
Geller & Company April 2013 - Present
GIA Partners October 2009 - March 2013
Reich & Tang Asset Management August 2007 - September 2009
BNY Mellon February 2007 - July 2007
ING Financial Markets, LLC September 2006 - February 2007
Skills
Excel, PowerPoint, Financial Analysis, Word, Microsoft Office, Polish, conversational French
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Penn State University 2002 — 2006
BS, Management and International Business
Bank of New York Mellon October 2005 - Present
BNY Mellon 2005 - Present
Bryan Cave 2002 - 2005
Emmet, Marvin & Martin, LLP September 1998 - February 2002
Skills
Securities, Capital Markets, Hedge Funds, Structured Finance, Securitization, Financial Services, Fixed Income, Derivatives, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence
Education
NYU School of Law 1995 — 1998
Doctor of Law (JD), Law
City University of New York-Baruch College 1991 — 1995
BS, Accounting and Finance
National Grid May 2015 - Present
Conifer Financial Services January 2013 - May 2015
BNY Mellon August 2011 - December 2012
Baruch College June 2008 - June 2011
Goldman Sachs - Hedge Fund Strategies Tax February 2010 - May 2011
Sumitomo Mitsui Banking Corporation - Capital Markets July 2009 - February 2010
Skills
Accounting, Tax, Financial Statements, Bank Reconciliation, Microsoft Office, Variance Analysis, Account Reconciliation, Bookkeeping, Fund Accounting, Tax Preparation, Partnership Taxation, Tax Research, Tax Returns, Income Tax, Corporate Tax, Financial Reporting, State Tax, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor, Accounting
BNY Mellon September 2014 - Present
JPMorgan Chase December 2012 - August 2014
Citi January 2008 - November 2012
Citigroup August 2005 - December 2007
Salomon Smith Barney August 2003 - July 2005
Salomon Smith Barney February 2001 - July 2003
Stellar Services 2000 - 2000
Standard Chartered Bank 1996 - 1997
Skills
Risk Management, Project Management, Program Management, Sysem Analysis, Business Analysis, Quality Assurance, Information Security..., Vendor Management, Compliance Management, Process Improvement, Product Management, Financial Analysis, Analysis, Risk Mitigation, Compliance, Audit, Security, Capital Markets, SOX, Risk, Risk Assessment, SDLC, IT Audit, IT Governance, Securities, IT Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, IT Management, IT Strategy, Disaster Recovery, Auditing, Compliance Audits, Banking, Internal Audit, Governance, Project Portfolio..., MIS, Business Process..., Risk Analysis, PMP, Metrics, Business Process, Software Project..., Incident Management, Change Management, Team Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
MS, Computer Information System
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance
National Taiwan University 1991 — 1995
BBA, Accounting
BNY Mellon June 1998 - Present
Bank of New York Mellon 1998 - Present
Skills
Securities, Financial Services, Corporate Trust, Project Management, Banking, Hedge Funds, Capital Markets, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Maryland Baltimore County 1983 — 1985
Bachelor’s Degree, Economics
Stone Run Capital, LLC December 2013 - Present
BNY Mellon June 2012 - November 2013
AMS Capital, Inc. September 2007 - March 2010
Bear Stearns Asset Management April 2007 - September 2007
International Fund Services (Ireland) Ltd, A State Street Company April 2000 - December 2006
Merrill Lynch July 1998 - April 2000
Lehman Brothers July 1998 - April 2000
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Middle Office, Portfolio Management, Swaps, Financial Risk, Investments, Back Office, Options, Settlement, Alternative Investments, Mutual Funds, Fund Of Funds, Fund Accounting, Collateral Management, CDS
Education
City University of New York-Baruch College - Zicklin School of Business
M.B.A., INTERNATIONAL BUSINESS
Lehigh University
B.A., INTERNATIONAL BUSINESS
BNY Mellon April 2014 - Present
Bank of New York Mellon April 2008 - July 2014
BNY Mellon July 1999 - April 2008
Skills
Equities, Customer Service, Fixed Income, Microsoft Word, Microsoft Excel, Business Analysis, PowerPoint, Accounting, Banking, Bloomberg, Finance, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Investments, Securities, Mutual Funds, Bonds, Data Analysis, Outlook, Microsoft Office, Valuation, Bloomberg Terminal
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance and Investment
NAZARETH HIGH SCHOOL 1979 — 1983
Academic Diploma, Liberal Arts and Sciences, General Studies and Humanities
BNY Mellon
Skills
Fixed Income, Banking, Leadership, Business Analysis, Financial Services, Risk Management, Connecting People, Data Management, Financial Analysis, Legal Compliance, Mergers, Microsoft Excel, Networking, Operational Due..., Operations Management, Project Management
Education
Baruch College
BBA, Business Administration
BNY Mellon 2005 - Present
Moody’s Investors Service 2004 - 2005
Citigroup Asset Management 1999 - 2004
Skills
PeopleSoft, Oracle Applications, Consolidation, Financial Statements, General Ledger, Financial Reporting, Hyperion HFM, Account Reconciliation, Variance Analysis, Internal Controls, Internal Audit, Monthly Close Process, Cash Flow
Education
City University of New York-Baruch College 1993 — 1998
Bachelor's Degree, Accounting
BNY Mellon January 2006 - Present
Dreyfus September 2004 - December 2005
Skills
Customer Service, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Analysis, Finance, Microsoft Office, Business Analysis, Microsoft Word, Outlook, PowerPoint, Bloomberg, Equities, Fixed Income, Hedge Funds, Fund Accounting, Bloomberg Terminal, Derivatives, Account Reconciliation
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Arts (B.A.), Operations Management and Supervision
BNY Mellon January 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2009 - 2011
BNY Mellon 2000 - 2008
Chemical Bank/ Bear Stearns/ BankofNewYork 1991 - 2000
Skills
Global Business..., Manage Client..., Project Delivery, P&L Management, Regulatory Affairs, Collaboration, Strategy, Emerging Markets, Banking, Risk Management, Securities, Financial Analysis, Financial Services, Management Consulting, Securitization, Corporate Trust, Business Relationship..., Capital Markets, Fixed Income, Business Strategy, Equities, CRM, Structured Finance, Relationship Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance, General
BNP Paribas September 2014 - Present
Barclays November 2013 - September 2014
Barclays August 2012 - September 2014
Barclays October 2010 - August 2012
Bank of America June 2006 - October 2010
BNY Mellon January 2006 - June 2006
Skills
Investment Banking, Capital Markets, Financial Reporting, Financial Analysis, Budget Forecasts, Financial Modeling, Finance, Microsoft Excel, Microsoft Access, Data Analysis, Team Management, Presenting to Senior..., Project Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), FInance & Investments
Visiting Nurse Service of New York June 2013 - July 2014
Visiting Nurse Service of New York March 2013 - May 2013
Chinese Community Accountable Care Organization March 2012 - February 2013
BNY Mellon 2006 - 2011
BNY Mellon 2003 - 2006
State Street 2001 - 2003
State Street 1999 - 2001
BNY Mellon (Formerly The Bank of New York) 1998 - 1999
ChaseMellon Shareholder Services 1996 - 1998
Bank of Tokyo-Mitsubishi UFJ 1995 - 1996
Skills
Financial Services, Finance
Education
City University of New York-Hunter College 2012 — 2013
Certificate, Medical Coding and Billing
Baruch College, City University of New York (CUNY)
Bachelor's Degree, B.A. Business Administrative in Accounting
BNY Mellon 2014 - Present
BNY Mellon June 2012 - November 2014
Bank of New York Mellon October 2009 - June 2012
Bank of New York Mellon June 2006 - October 2009
The Reserve 2005 - 2006
The Reserve 2005 - 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Financial Reporting, Equities, Investments, Fund Administration, Lotus Notes, Microsoft Excel, Bloomberg Terminal, Corporate Actions, Account Reconciliation, Swaps, Microsoft Office, NAV, Management Accounting, Accounting Applications, Fixed Income, Fund Of Funds, Securities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accountancy
BNY Mellon 2015 - Present
BNY Mellon April 2013 - May 2015
Bank of New York Mellon1 2009 - 2012
Game Depot, Inc August 2005 - February 2008
Brooklyn College September 2005 - June 2006
Skills
Requirements Gathering, Business Objects, Business Analysis, Access, Bloomberg, Data Warehousing, Data Analysis, Business Requirements, Reference Data, Fixed Income, Microsoft SQL Server, Requirements Analysis, DTC, Euroclear, Derivatives, Bonds, Equities, Corporate Actions, Fund Accounting, GSP, ASP, Middle Office, S&P, Telekurs, Database Administration, Fund Administration, SWIFT messages, Fixed Interest, Variable Interest..., Mutual Funds, Research, NAV, International Trade, Settlement, trade settlement, income, paydwon and..., Account Reconciliation, Microsoft Office, Microsoft Excel, Outlook, macros, Transfer Agency
Education
Baruch College 2009 — 2010
Bachelor's degree, Accounting
Brooklyn College 2005 — 2008
Bachelor of Science (B.S.), Accounting
BNY Mellon June 2014 - Present
Deloitte June 2010 - June 2014
Deloitte June 2009 - May 2011
Deloitte June 2005 - May 2009
Skills
Analytics, Digital Marketing, Web Marketing, Marketing Strategy, Integrated Marketing, Competitive Analysis, Email Marketing, Market Research, Online Marketing, Marketing Communications, Social Media, Google Analytics, Google Adwords, Marketing Management, Strategy, B2B Marketing, SEM, Social Networking, Online Advertising, Social Media Marketing, Brand Management, Content Marketing, CRM, Web Content Management, SEO, Digital Media, google, Google Webmaster Tools, Content Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BA, Marketing
JPMorgan Chase 2006 - 2008
Internal Revenue Service June 2004 - June 2005
Amalgamated Bank 1999 - 2003
BNY Mellon 1985 - 1991
Skills
Series 63, Series 7, Series 6, Customer Service, Microsoft Office, Securities, Mutual Funds, Investments, Fixed Income, Customer Service..., Customer Service..., Credit
Education
Baruch College
Bachelor of Business Administration (BBA), Finance
Saint John's University
MBA, Finance
State Street Alternative Investment Solutions December 2012 - May 2014
Credit Suisse February 2009 - March 2012
BNY Mellon October 2006 - December 2008
Credit Suisse April 2000 - October 2006
Chase Manhattan Bank January 1994 - April 2000
Skills
Fixed Income, Derivatives, Equities, Investment Banking, FX Options, Bloomberg, Swaps, Securities, Asset Management, Options, Trading, Bonds, Settlement, Portfolio Management, Emerging Markets, Hedge Funds
Education
Baruch College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Accenture June 2012 - Present
NewWave, Inc. April 2008 - May 2012
BNY Mellon October 2003 - March 2008
Skills
Talent Acquisition, SAP FICO, SAP FSI/Banking, SAP Treasury & Risk..., SAP MM, SAP Warehouse Management, SAP Logistics Execution, SAP Project Management, Leadership, Communication, Mentoring, Business Process Design, Business Strategy, Business Process..., Stakeholder Management, Onboarding, Resource Management, Onshore/Offshore Model, SAP Functional
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Master of Business Administration (M.B.A.), Finance & Investments, 3.5
Univ. of Alabama-Birmingham 1991 — 1993
Master's Degree, Computer Science
Univ. Of Mysore 1985 — 1989
Engineer's Degree, Computer Science & Engg., 4.0
Citco Fund Services July 2007 - Present
Legg Mason September 2005 - July 2007
BNY Mellon June 2001 - September 2005
Skills
Aexeo, Microsoft Office, Bloomberg, Fund Of Funds, Data Analysis, Derivatives, Market Data, Back Office, Hedge Funds, Equities, FX Options, Options
Education
Baruch College 2000 — 2005
BBA, Finance
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
Fiduciary Trust Company International July 2014 - Present
Capital One July 2008 - July 2014
U.S. Trust, Bank of America October 2003 - August 2008
BNY Mellon November 1999 - October 2003
Skills
Portfolio Management
Education
Baruch College 1998 — 2003
Bachelor of Business Administration, Operations Management
Citi February 2015 - Present
Morgan Stanley Smith Barney April 2012 - February 2015
Citi January 2008 - March 2012
BNY Mellon October 2004 - January 2008
Skills
Tax, Account Reconciliation, Accounting, Banking, Financial Reporting, Securities, Equities, Financial Services, Financial Modeling, Microsoft Excel, Bloomberg, Accounts Receivable, Customer Service, Financial Analysis
Education
Baruch College 2002 — 2004
Bachelor of Science (BS), Small Business Administration/Management
CUNY New York City College of Technology 2000 — 2002
Associate's degree, Accounting
Cleary Gottlieb Steen & Hamilton LLP September 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP 2008 - September 2014
BNY Mellon August 2004 - January 2008
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer and Information Systems
BNY Mellon 2007 - 2012
Centrecourt Asset Management July 2006 - June 2007
Skills
Fund Accounting, Account Reconciliation, Fund Administration, Accounting, Bloomberg, Mutual Funds, Cash Management, Financial Statements, Securities, General Ledger
Education
Baruch College 1992 — 1997
Bachelor of Science (BS), Accounting
BNY Mellon November 1999 - March 2012
BNY Mellon 1999 - 2012
Bear Stearns Securities Corp January 1993 - November 1999
Skills
Retirement, Customer Service, Securities, Mutual Funds, Banking, Credit, Equities, Financial Analysis, Finance, Wealth Management, Loans, Financial Services, Account Reconciliation, Project Management, Tax Reporting
Education
RC Career Institute 2013 — 2013
Certificate, Business Administration & Computerized Bookkeeping Professional, A
Baruch College 1984 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Investments
BNY Mellon May 2006 - Present
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
BNY Mellon October 2014 - Present
Crump Life Insurance Services October 2013 - September 2014
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Financial Analysis, Investment Analysis, Financial Planning
Education
Baruch College 2010 — 2014
Bachelor's Degree, BBA in Finance & Investments
BNY Mellon
Skills
Fixed Income, Mutual Funds, Alternative Investments, Bloomberg, Derivatives, Equities, Fund Accounting, Hedge Funds, Portfolio Management, Securities
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Accounting
Citi February 2014 - Present
BNY Mellon November 2007 - June 2013
BNY Mellon July 1990 - June 2013
BNY Mellon 2003 - 2013
Skills
Interviewing Skills, Writing, Leadership Development, Analysis, Qualitative Research, Outlook, Data Analysis, Time Management, Microsoft Excel, Microsoft Word, Program Management, Onboarding, Microsoft Office, Mutual Funds, Operational Risk, Process Improvement
Education
City University of New York-John Jay College of Criminal Justice 1974 — 1979
City University of New York-Baruch College 1979 — 1980
33Across Inc. May 2011 - Present
BNY Mellon November 2010 - May 2011
Moody's Investors Service November 2009 - March 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, Adobe Acrobat, Bloomberg
Education
Baruch College 2006 — 2008
BBA, Finance/Investments
SUNY Stony Brook 2003 — 2005
Business Management
BNY Mellon
Education
Baruch College
Bachelor's Degree, Accounting, GPA in Major 3.2
Baruch College, City University of New York (CUNY)
Bachelor of Applied Science (B.A.Sc.), Accounting
Horizon Blue Cross Blue Shield of New Jersey September 2012 - Present
Horizon Blue Cross Blue Shield of New Jersey August 2011 - August 2012
BNY Mellon May 2006 - July 2011
Skills
Health Insurance, Insurance, SDLC, Business Analysis, Process Improvement, Visio, Healthcare, Risk Management, Requirements Gathering, Data Analysis, Analysis, Access, Databases, Business Intelligence
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Baruch College 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
City University of New York-Brooklyn College 2001 — 2002
BNY Mellon June 2001 - September 2013
The Bank of New York- June 2001 - September 2002
L & C Association Inc January 1999 - April 2001
Skills
Financial Reporting, P&L Analysis, Balance Sheet Review, Multi Tasking, Internal Controls, Complex problem solving..., PeopleSoft expert, Superior research..., Highly detail oriented, Process improvement for..., Risk Management, General Ledger
Education
City University of New York-Baruch College 1997 — 2001
Bachelor of Science (BS), Accounting
BNY Mellon April 2006 - Present
Lazard Asset Management September 2004 - March 2006
Skills
Microsoft Word, Microsoft Excel, Accounting, Account Reconciliation, Mutual Funds, Financial Services, Asset Management
Education
New Jersey Institute of Technology 2015 — 2016
Grad certificate in Business & Information Systems Implementation, Computer Science
Baruch College, City University of New York (CUNY) 2001 — 2003
Accounting and Finance
Assured Guaranty October 2010 - Present
AIG March 2007 - October 2010
BNY Mellon November 2005 - March 2007
Skills
Sarbanes-Oxley Act
Education
City University of New York-Baruch College 2001 — 2004
Bachelor of Business Administration (BBA), Finance
BNY Mellon July 2008 - December 2013
BNY Mellon September 2000 - July 2008
BNY Mellon March 1997 - September 2000
BNP Paribas 1986 - 1997
Skills
Analysis, Forecasting, Account Reconciliation, Finance, Accounting, Financial Reporting, Financial Services, Banking, PeopleSoft, Business Analysis, Financial Analysis, Financial Statements, Balance Sheet, P&L Analysis, Variance Analysis, FX trading, Hyperion Enterprise, General Ledger, Microsoft Office, Consolidation, Securities, Financial Modeling, Management Accounting, Bugeting, Strategy, Financial Accounting, Sarbanes-Oxley Act, US GAAP
Education
Mercy College 1998 — 2000
Master of Science (MS), Banking
City University of New York-Baruch College
Certificate, Accounting Studies Program
Saint John's University 1979 — 1983
Bachelor of Science (BS) in Business Administration, Business Management and Economics
millennium 2002 - 2013
Information Markets November 1999 - March 2002
Andersen Business Consulting April 1997 - November 1999
BNY Mellon June 1987 - April 1997
KPMG US January 1986 - June 1987
Skills
Java, Relational Databases, Fixed Income, Equities, Market Data, Trading Systems, Electronic Trading, Options, Derivatives, Equity Derivatives, Bloomberg, Hedge Funds, Risk Management, Sybase
Education
City University of New York-Baruch College 1983 — 1985
Computer Science
Tanenbaum College 1976 — 1980
Bachelor's of Talmudic Law
JPMorgan Chase March 2008 - Present
BNY Mellon February 2004 - March 2008
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BNY Mellon December 2006 - Present
THE BANK OF NEW YORK September 2003 - December 2006
RICHPORT DEVELOPMENT CONSTRUCTION CORP December 1995 - May 1996
MORGAN GUARANTY TRUST COMPANY LIMITED October 1992 - December 1995
Skills
Management, Customer Service, Microsoft Excel, Project Management, Financial Analysis, PowerPoint, Banking, Risk Management, Business Analysis, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
Portigon AG (Formerly West LB) July 2007 - Present
Deutsche Bank September 2004 - July 2007
BNY Mellon December 2000 - September 2004
Canon USA April 1994 - November 2000
Skills
Fixed Income, Financial Modeling, Finance, Banking, Financial Reporting, Risk Management, Capital Markets, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Accounting, 3.62
AIG October 2006 - September 2014
BNY Mellon July 2000 - September 2006
Skills
Financial Reporting, Financial Analysis, Auditing, Internal Controls, Financial Accounting, General Ledger, Finance, Analysis, Microsoft Office, User Acceptance Testing, US GAAP reporting, Statutory Accounting, Standalone Accounting, IFRS, SAP Implementation, SAP, BlackLine, MicroStrategy, PAM for Securities, Computron, Blackline..., Bloomberg
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York (CUNY)
BBA, Finance, General