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
Computershare 1997 - Present
BNY Mellon 1998 - 2012
Hertz 1992 - 1997
US Navy May 1985 - February 1992
Skills
Financial Services, Equities, Banking, Securities, Relationship Management, Management, Risk Management, Mutual Funds, Business Analysis, Corporate Actions, Customer Service, Investments, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
BA, Art History
BNY Mellon July 2006 - Present
Commodities Corporation/Goldman Sachs May 1994 - December 2005
Skills
Hedge Funds, Operations Management, Analytic Problem Solving, Communication Skills, People Development, Strategic Leadership, Derivatives, Commodity Markets, Foreign Exchange, Strategic Planning, Internal Controls, Account Reconciliation
Education
Rutgers University
Bachelor's Degree, Economics
BNY Mellon June 2015 - Present
Ansell September 2013 - January 2015
Ansell May 2013 - August 2013
Merrill Lynch December 2010 - August 2012
Bettinger & Leech, Inc. April 2010 - November 2010
KL Communication May 2009 - April 2010
Stifel Financial Corp. January 2008 - May 2008
Skills
Market Research, Marketing Strategy, Project Management, Social Media Marketing, Analytics, Marketing, Integrated Marketing, Brand Management, Consumer Behaviour, Product Development, Qualitative Research, Brand Development, Digital Marketing, Customer Insight, Creative Solutions, Consumer Insight, Content Strategy, SEO, Data Analysis, Competitive Analysis, Account Management, Brand Development..., Content Management, Custom Websites, Customer Service, Databases, Creative Writer, Branding & Identity, Strategy, Digital Strategy, Strategic Planning, Data Mining, Content Development, Online Research, Blogging, Photoshop, Social Media, Business Strategy, New Business Development, Salesforce.com, Business Development, Sales Management, Advertising, Demand Generation, Marketing Communications, Microsoft Excel, Management, Marketing Research, Leadership, Lead Generation
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Marketing
Rowan University 2004 — 2008
Marketing BS, Marketing
Regions Financial Corporation August 2015 - Present
BNY Mellon September 2011 - August 2015
BNY Mellon December 2009 - September 2011
BNY Mellon December 2008 - December 2009
Skills
Corporate Trust
Education
Rollins College - Crummer Graduate School of Business
MBA, Finance
Virginia Tech
BS Finance, Business
EY April 2012 - Present
BNY Mellon December 2007 - April 2012
VALIC June 2006 - August 2006
Skills
Microsoft SQL Server, Splunk, InvestOne, Microsoft Office, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Science (BS), Finance, General
BNY Mellon April 2014 - Present
BNY Mellon April 2014 - February 2015
Blue Rock Properties July 2011 - March 2014
Blue Rock Properties July 2010 - July 2011
Skills
Real Estate, Investment Properties, Market Research, Data Analysis, Financial Modeling, Microsoft Excel, Fund Accounting, Mutual Funds, Financial Markets, Financial Analysis, Fund Administration, Data Mining, VBA, Adobe Acrobat, Advanced Excel, Direct Marketing, Market Analysis, Title Searches, Financial Services, Finance, Swaps, Financial Futures, Bonds, Equities, Equity Capital Markets, Residential Investment..., Deadline Oriented, Time Management, Priority Management, Bloomberg, Bloomberg Terminal, InvestOne, SunGard, Project Management, MBS, FX Swaps, Interest Rate Swaps, Total Return Swaps, Equity Swaps, Investment Management, Investments, Investment Banking, Investment Strategies, Return on Investment, Real Estate Investment...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Science (B.S.), Finance
JPMorgan Chase August 2013 - Present
BNY Mellon June 2012 - August 2012
Citco Fund Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Bachelors of Science, Finance
BNY Mellon July 2013 - Present
Forfeiture Support Associates, LLC May 2011 - December 2012
HSBC Bank USA (Security & Fraud Risk Dept.) December 2003 - October 2010
Syracuse, New York Police Department November 1986 - December 2003
New York State Police October 1981 - November 1986
Skills
Fraud, Investigation, AML, Background Checks, Corporate Security, Protection, Bank Secrecy Act, Physical Security, Surveillance, USA PATRIOT Act, Security Management, OFAC, Security Operations, Crisis Management, ACAMS -certified..., Anti Money Laundering, Criminal Justice, Criminal Investigations, Law Enforcement..., Law Enforcement, Fraud Detection
Education
State University of New York at Albany 1995 — 1996
Master of Arts, Criminal Justice
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
Montclair High School
High school diploma
BNY Mellon June 2014 - Present
Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Management, Accounting, Customer Service, Microsoft Office, Public Speaking, Finance, Data Analysis, Leadership, Team Leadership, Time Management, Social Media, Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science (B.S.), Magna Cum Laude, Finance, General
Adecco (On Contract at Google) April 2015 - Present
Mellon Capital Management Corp February 1997 - March 2002
BNY Mellon April 1994 - January 1997
James Capel, Inc. September 1991 - May 1993
Pan American World Airways, Inc May 1989 - September 1991
Skills
Investments, Portfolio Management, Data Analysis, Trading, Equities, Investor Relations, Financial Modeling, Options, Asset Allocation, Financial Markets, Economics, Fixed Income, Start-ups, Business Strategy, Asset Managment, Mutual Funds, Program Management, Asset Management, Management, Strategic Planning, Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
MBA, International EMBA
Chatham University
Bachelor of Arts (B.A.), Business/Managerial Economics
BNY Mellon November 2014 - Present
PR Newswire September 2014 - November 2014
BNY Mellon September 2013 - June 2014
PSEG July 2008 - March 2014
Gucci Group January 2013 - June 2013
Township of Woodbridge September 2012 - January 2013
Skills
Teamwork, Finance, Microsoft Excel, Budgets, Trade Capture, Fund Administration, Hedge Funds, Trading Systems, Futures, Options, Bloomberg, FX trading, Financial Modeling, Trading, Team Leadership, Social Media, Research, Financial Accounting, Sales
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2013
Bachelor of Science (B.S.), Finance
Resource Real Estate August 2014 - Present
Behringer Harvard May 2013 - Present
Fidelity Investments August 2012 - Present
Priority Capital Group/ Griffin Capital October 2009 - April 2012
Transamerica December 2007 - August 2009
AmREIT July 2004 - November 2007
Lincoln Financial Group July 2001 - June 2004
BNY Mellon 1993 - 2001
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Eagle Investment Systems July 2013 - Present
BNY Mellon November 2000 - July 2013
Skills
Fund Accounting, Finance, Project Management, Data Conversion, STAR, IAX, Microsoft Excel, Accounting, Account Reconciliation, Fund Administration, Mutual Funds, Financial Services, General Ledger, Investments, Asset Management, Derivatives, Hedge Funds, Corporate Actions, Equities, Bloomberg, Fixed Income, Financial Reporting, Internal Controls, Alternative Investments, Bloomberg Terminal
Education
Widener University 2002 — 2004
Rutgers, The State University of New Jersey-Camden 1991 — 1995
Bachelor's degree, Accounting
BNY Mellon April 2014 - August 2014
Nike May 2013 - August 2013
Shoprite January 2011 - September 2011
Skills
Microsoft Excel, Windows, Outlook, Access, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, HTML, Business Analysis, Retail, Team Leadership, Management, Inventory Management, Business Intelligence, Strategic Planning, Teamwork, Time Management, Information Technology, CSS
Education
Rowan University 2011 — 2015
Bachelor’s Degree, Management Information Systems, General, Senior
BNY Mellon January 2014 - May 2014
Toys R Us November 2013 - January 2014
M. Cary, Inc. August 2013 - September 2013
River Dell Regional School District April 2013 - June 2013
Looram Land Surveyors November 2006 - January 2013
Office Depot May 2009 - September 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Economics
EY June 2014 - August 2014
Uncommon Schools March 2014 - June 2014
Michael Steirman, CPA June 2012 - December 2013
Barnes & Noble August 2011 - August 2012
BNY Mellon December 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, QuickBooks, Analysis, Access
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, GPA: 3.546
Lincoln Financial Group December 2013 - Present
BNY Mellon March 2012 - Present
BNY Mellon September 2008 - March 2013
Skills
Fixed Income, Investments, Portfolio Management, Financial Services, Client Relations Skills, Manage Client..., Sales Management, Revenue & Profit Growth, Expense Management, Teamwork, Team Building, Cross-functional Team..., Cross Selling, Meeting Planning, Business Meetings, Managing Meetings, Municipal Bonds, Negotiating Fees, Bond Markets, Bonds, Microsoft Office, Sales, Investment Management, Series 63, Corporate Actions, Capital Markets, FINRA, Financial Markets, Investment Advisory, Corporate Trust, Public Finance, CDO
Education
Rutgers University 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
William Paterson University of New Jersey 2004 — 2008
Bachelor's degree, Finance, General
Widener University 2009 - 2013
EY July 2010 - June 2011
KPMG US May 2009 - April 2010
Rothstein Kass February 2006 - October 2008
Deloitte November 2004 - December 2005
BNY Mellon May 2000 - October 2004
Skills
Microsoft Office
Education
Widener University 2009 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
Widener University 2003 — 2004
Master of science, Taxation, 3.9
Rutgers University – Camden 1999 — 2001
Bachelor of Science (BS), Finance, General, 3.4
BNY Mellon
Education
Rutgers University – Camden
Bachelor of Arts (B.A.)
BNY Mellon February 2012 - Present
Cuthbert Auto Services November 2007 - February 2012
Lincoln Financial Advisors May 2011 - January 2012
Royal Fitness June 2004 - January 2006
Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Microsoft Word, Internal Audit, Internal Controls, Outlook, Financial Analysis, Accounting
Education
Rutgers University – Camden 2007 — 2011
Dec 2011, Major of Finance with a minor in Economics
Verisk Analytics July 2014 - Present
Citi October 2011 - July 2014
BNY Mellon May 2009 - September 2009
Pershing, a BNY Mellon company May 2008 - September 2008
Pershing, a BNY Mellon company May 2007 - September 2007
Skills
Information Security, Business Analysis, Disaster Recovery, Risk Management, Information Security..., SharePoint, Process Improvement, Business Continuity, Vendor Management, IT Audit, Data Analysis, Data Loss Protection, Microsoft Office, Microsoft Excel, Risk Analysis, Standards Compliance, IT Strategy, Financial Risk, Governance, Security, Internal Audit, Information Technology, IT Management, Enterprise Risk..., SDLC, Project Management
Education
Rutgers Business School 2006 — 2011
Bachelors, Business Management
Rutgers Business School 2006 — 2011
Bachelor of Science (B.S.), Business Management
PeopleLinx August 2015 - Present
Compass Inc. August 2014 - August 2015
Town Residential November 2012 - July 2014
BNY Mellon May 2012 - November 2012
Redbook Magazine at Hearst September 2011 - December 2011
Rutgers Observer September 2009 - January 2011
Skills
Marketing, Social Media, Blogging, Press Releases, Public Relations, Social Media Marketing, PowerPoint, Writing, Proofreading, Microsoft Excel, Advertising, Microsoft Word, Copy Editing, Outlook, Social Networking, Publishing, Facebook, Editorial, Marketing Communications, Photoshop, Newsletters, Microsoft Office, Management, Basic Photoshop, Editing, Project Management, Research, Adobe Creative Suite, Google Analytics, Project Planning, Invoice Processing, HTML, Copywriting, Email Marketing, WordPress, Constant Contact, Creative Briefs, Twitter, MailChimp
Education
Rutgers University
Bachelor of Arts (B.A.), 3.87
Prudential Financial May 2015 - Present
Prudential Financial October 2013 - May 2015
BNY Mellon November 2008 - October 2013
BNY Mellon August 2007 - March 2009
BNY Mellon October 2006 - August 2007
Skills
Superior Client Service, Fixed Income, Analytical Skills, Analytic Thinking, Customer Service, Innovation, Operational Excellence, Portfolio Management, Analytics, Accounting, Client Services, Securities, Investments, Bloomberg, Derivatives, Financial Risk, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
BNY Mellon June 2015 - Present
H&R Block September 2014 - June 2015
Accounting & Finance Solutions: CPA Firm June 2013 - September 2014
Prudent Financial Group 2013 - June 2014
Burlington County Sheriff's Department October 2010 - December 2010
Skills
Strategic Planning, Public Speaking, Digital Photography, Proficient in Microsoft..., Mortgage Lending, Operations Management, Inventory Management, Cash Management, Drawing, Credit, Proficient in Valuation..., Fashion, Fashion Design, Sales Management, Purchasing, Negotiation, Food Service, Food Industry, Fine Art, Tax Accounting, Corporate Tax, Sales Tax, Tax Returns, Mutual Funds, Payroll Taxes, Payroll, Direct Sales, Customer Satisfaction, Fine Art Photography, Oil Painting, Problem Solving, Teamwork, Team Building, Stock Market, Interpreting, Gym, Music
Education
Rutgers University – Camden 2012 — 2014
Bachelor's Degree, Finance/Management
Burlington County College 2010 — 2011
Associate's Degree, Criminal Justice and Business, 3.45
MidOcean Partners May 2014 - Present
Guggenheim Partners March 2013 - May 2014
BNY Mellon February 2012 - March 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Commercial Banking, Equity Research, Funding, Leveraged Finance, corporate banking, Structured Finance, M&A Modeling, Restructuring, Debt Restructuring, FIG, Leveraged Lending, Credit, Credit Analysis, Telecommunications, Equity Capital Markets, Special Situations..., Special Situations, Distressed Debt, Distressed M&A, Rail, Aerospace Manufacturing, TMT, High Yield Bonds, High Yield, Bloomberg, Corporate Finance
Education
Rutgers University 2007 — 2011
BSc, Finance, GPA: 3.9
FSA Network August 2015 - Present
FSA Network July 2014 - September 2015
BNY Mellon May 2014 - June 2014
Passariello's April 2010 - May 2014
PHH Mortgage April 2013 - June 2013
Painting By Pearce June 2009 - August 2009
Arleen Food Products July 2006 - August 2009
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Restaurants, Time Management, Data Entry, Teamwork, Food Service, Customer Satisfaction, Research
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor's degree, Finance
Burlington County College 2010 — 2012
Associates, Business Administration
Cinnaminson High School 2006 — 2010
Ondra Partners January 2015 - Present
BNY Mellon June 2014 - January 2015
Brookfield Asset Management June 2013 - February 2014
Community Access April 2012 - February 2013
Skills
Microsoft Excel, Microsoft Word, Regression Analysis, Bloomberg Terminal, PowerPoint, Supply Chain Management, Microsoft Office, Data Analysis, Accounting, Access, Economics, Analysis, Financial Analysis, Outlook, Leadership, Teamwork, Financial Accounting, Finance, Financial Modeling, Public Speaking, Time Management, Presentations
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor’s Degree, Finance and Accounting, 3.92
White Space Marketing Group January 2013 - Present
The Dreyfus Corporation, a subsidiary of BNY Mellon Cash Investment Strategies February 1991 - January 2013
BNY Mellon February 2000 - February 2004
The Dreyfus Corporation February 1991 - February 2000
Skills
Portfolio Management, Fixed Income, Bloomberg, Asset Managment, Fixed Income Analysis, Trading, Hedge Funds, Securities, Asset Allocation, Mutual Funds, Bonds, Alternative Investments, Capital Markets, Investments, Derivatives, Series 7, Financial Markets, Financial Modeling, Equities, Investment Strategies, Asset Management, Structured Finance, FX Options, Credit Analysis, Investor Relations, Corporate Finance, Equity Research, Wealth Management, Treasury Management, Financial Services, Valuation, Bloomberg Terminal, Cash Management, Banking, Credit Risk, Series 63, Money Market, Investment Banking, Relationship Management, ABS, Structured Products, Credit, Investment Management, Financial Risk, Quantitative Analytics, ETFs, Risk Management
Education
Rutgers University 1979 — 1983
BA, Economics
BNY Mellon December 2013 - February 2015
Citi September 2011 - November 2013
Bank of America October 2005 - September 2011
JPMorgan Chase October 1996 - October 2005
Skills
Program Management, Strategy, Vendor Management, Risk Management, Financial Services, Outsourcing, Six Sigma, Business Process..., Acquisition Integration, PMO, Business Strategy, Finance, Business Development, Cross-functional Team..., Private Equity, Mergers & Acquisitions, Business Process..., Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Executive Development Program
The College of New Jersey 1986 — 1989
BA, Business
Rutgers University-New Brunswick
MBA studies, General & Strategic Management
Rutgers University-New Brunswick
Certificate, HR Management
JOSEPH EVE, Certified Public Accountants October 2014 - Present
BNY Mellon June 2013 - October 2014
Healthy Garden Restuarant June 2010 - June 2013
Wakefern Food Corp. March 2009 - June 2010
Skills
Windows XP Pro, Windows Vista, Windows 7, Windows 8, Microsoft Office 2007, Microsoft Office 2010, English, Russian, Ukrainian, Inventory Management, Analysis, Customer Service, Teamwork, Team Leadership, Data Entry, Sales, Public Speaking, Troubleshooting, QuickBooks, Pivot Tables, US GAAP, SOX Compliancy, Microsoft Office
Education
Rutgers University
Bachelor of Science (BS), Accounting
American Standard Brands October 2015 - Present
EY September 2014 - October 2015
CohnReznick LLP November 2012 - September 2014
BNY Mellon June 2011 - August 2011
AXA Equitable December 2010 - March 2011
Skills
Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, CPA, Financial Analysis, QuickBooks, Financial Statements, General Ledger, Microsoft Excel
Education
Rutgers Graduate Business School 2012 — 2012
Master's degree - MAACY Program, Financial Accounting
Rutgers Business School 2009 — 2012
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (B.S.), Accounting
BNY Mellon July 2007 - June 2014
Skills
Financial Services, Finance, Financial Modeling, Relationship Management, Client Relationship..., Persuasive Presentations, Youth Mentoring, Business Units, CRM, Analysis, Corporate Finance, Financial Analysis, Management, Banking, Corporate Credit..., Credit Portfolio..., Business Unit Management, Loan Documentation..., Non-profit Volunteer, Loans, Risk Management, Credit, Financial Markets, Valuation, Bloomberg, Public Speaking
Education
University of Pennsylvania - The Wharton School 1900 — 1900
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics (minor in French)
The Depository Trust & Clearing Corporation July 2013 - Present
Morgan Stanley March 2012 - July 2013
Goldman Sachs March 2011 - December 2011
BNY Mellon June 2006 - March 2010
Skills
Excel, Word, PowerPoint, DTC, Securities Lending
Education
Rutgers Business School 2008 — 2011
MBA, Finance and Marketing
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
BA, Economics
BNY Mellon May 2015 - Present
RVR Consulting Group August 2014 - May 2015
RVR Consulting Group August 2013 - August 2014
Fiserv, Risk & Compliance October 2011 - August 2013
Fiserv, Risk & Compliance Division April 2010 - October 2011
Fiserv, Fraud & Compliance May 2008 - April 2010
Fiserv, Imagesoft Technologies February 2007 - April 2008
Fiserv, Imagesoft Technologies March 2005 - February 2007
Fiserv, Imagesoft Technologies April 2002 - February 2005
Fiserv, Imagesoft Technologies March 2000 - February 2002
Skills
Product Marketing, Process Engineering, Financial Analysis, Research, Program Management, Product Management, Product Launch, Go-to-market Strategy, Market Research, Strategic Planning, Process Improvement, Marketing Strategy, Business Strategy, Data Analysis, Marketing Communications, Team Building, Problem Solving, Operations Management, Competitive Analysis, Market Analysis, Change Management, Analysis, Management, Leadership, Cross-functional Team..., Product Development, Project Management, Business Process...
Education
AMA Class 2013 — 2013
Construx 2010 — 2010
Agile Scrum Workshop
Pragmatic Marketing Product Management Certification 2010 — 2010
Rollins College - Crummer Graduate School of Business 2001 — 2004
MBA
Winthrop University 1995 — 1999
BS, Marketing
Lake Mary High School 1992 — 1995
BNY Mellon October 2004 - Present
Skills
Financial Analysis, Banking, Mutual Funds, Hedge Funds, Fixed Income, Financial Services, Bloomberg, Equities, Securities, Risk Management, Derivatives, Microsoft Excel, Capital Markets, Alternative Investments, VBA, HTML, PHP, Financial Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
Computer Science
Pluralsight June 2015 - Present
Citrix Systems July 2014 - June 2015
Rutgers University August 2013 - April 2014
BNY Mellon June 2013 - August 2013
Rutgers University June 2011 - May 2013
Skills
Java, Microsoft Office, MongoDB, Eclipse, C, HTML, JSON, C#, Visual Studio, Windows & Mac operating..., Perl, ASP.NET, JavaScript, Object Oriented Design, Microsoft SQL Server, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Android Development, Computer Repair, Customer Service, Troubleshooting
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Computer Science, 3.23/4
BNY Mellon October 2014 - Present
Pride Technologies April 2013 - October 2014
Northwestern Mutual May 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Skills
Financial Modeling, Financial Analysis, Finance, Financial Services, Risk Management, Retirement Planning, Microsoft Excel, Onboarding, Sales, Valuation, Vendor Management, Corporate Strategy
Education
Rowan University 2008 — 2012
Bachelor of Science (BS)
Rutgers University-New Brunswick
CFA Institute
PIMCO June 2012 - Present
J.P. Morgan August 2006 - June 2012
BNY Mellon October 2000 - August 2006
BNY Mellon October 1992 - October 2000
PwC September 1989 - October 1992
Skills
CPA, Hedge Funds, Tax, Asset Management, Mutual Funds, ETFs, Commodity, Securities, Tax Accounting, International Tax, Canadian Tax, Investment Company Act, Auditing, Investments, Fund Accounting, Derivatives, Structured Products, Fund Of Funds, Alternative Investments, Tax Returns, SEC filings, Financial Services, Investment Management, Private Equity, Fixed Income, Financial Reporting, Corporate Actions, Financial Structuring, Capital Markets, Accounting, Internal Controls, US GAAP, Equity Derivatives, Corporate Governance, Swaps, Bonds, Corporate Tax
Education
Rutgers Graduate School of Management 1988 — 1989
Master of Business Administration (MBA)
Rutgers University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.)
Franklin Templeton Investments November 2013 - Present
BNY Mellon August 2012 - November 2013
BNY Mellon US Financial Institutions, Asset Servicing August 2010 - August 2012
Bank of New York Mellon August 2006 - August 2010
Lowe's Home Centers August 2003 - August 2006
AFC Enterprises November 2000 - January 2003
Skills
Finance, Management, Trading, Financial Analysis, Portfolio Management, Process Improvement, Business Analysis, Securities, Financial Modeling, Derivatives, Client Services, Accounting, Billing, Excel, Visual Basic, Training & Development, Project Planning, Spanish, Financial Statements, Financial Transactions, Personal Finance, Financial Reporting, Financial Accounting, Mutual Funds, Investment Banking, Analytical Skills, Analysis, Trade Finance, Sales, Empowerment, Investor Relations, Microsoft Office, Security Management, Options Strategies, Index Options, Derivative Trading, Global Trade Management, Client Presentation, Trade Settlement, Problem Solving, Communication Skills, Customer Satisfaction, Trend Analysis, Client Service Oriented, PowerPoint, Securities Regulation, Scenario Analysis, Business Process..., Microsoft Excel, Settlement
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Masters, Business Administration; Management, International Business
University of Central Florida - College of Business Administration
BSBA, Finance, Accounting
The Bank of New York Mellon, Inc April 2009 - Present
BNY Mellon 2003 - 2011
The Bank of New York Mellon, Inc December 2002 - April 2009
PFPC, Inc September 2001 - December 2002
PFPC, Inc December 2000 - September 2001
PFPC, Inc December 1998 - December 2000
RSM 1997 - 1998
RSM 1997 - 1998
Skills
Hedge Funds, Mutual Funds, Financial Reporting, SEC reporting, Accounting, Securities, Financial Analysis, Equities, Fund Accounting, Account Reconciliation, Management, Bonds, Bond Funds, InvestOne, Fund Administration, Options, Swaps, Equity Valuation, DDM, Capital Markets, Asset Management, Time Management, Investments, DCF, DCF Valuation, WACC, Time Value of Money, Cost Of Capital, Finance, Sunguard, NAV, Derivatives, Credit Derivatives, Risk Management, Financial Services, General Ledger, Chart of Accounts
Education
Widener University 1995 — 1998
MBA, Finance
Rowan University 1986 — 1990
Bachelors of Science, Business Administration; Accounting
washington township
BNY Mellon April 2008 - Present
Audio Visual Xperts 1998 - 2007
Tru Green Chemlawn January 1995 - September 1996
Skills
Investor Relations, Alternative Investments, Microsoft Office, Microsoft Excel, Time Management, Organization &..., Budgets, Training, Process Improvement, Account Reconciliation, Customer Service
Education
Wilmington University 2009 — 2011
MBA, Finance, 3.5
Wilmington University 1996 — 1998
BS, Communications Management
Rowan University 1992 — 1994
None, Communications
BNY Mellon January 2015 - September 2015
General Motors September 2012 - April 2013
CODICARI, LLC January 2012 - September 2012
Merrill Lynch July 2008 - December 2011
Capgemini December 2007 - July 2008
Deutsche Bank February 2004 - December 2007
Wells Fargo May 2003 - February 2004
Broadridge Financial Solutions December 2000 - May 2003
Deutsche Bank November 1999 - December 2000
Deutsche Bank November 1998 - November 1999
Skills
Gloss, Multi-currency, Fixed Income, FX, Equities, Corporate Treasury, Wall Street Systems, Treasury Management, FX Options, Investment Banking, Options, Middle Office, Securities, Capital Markets, Derivatives, Settlement, Bloomberg, Back Office, Bonds, Business Analysis, Financial Services, Hedge Funds, Risk Management, SDLC, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
Bachelor of Arts (B.A.), Political Science and Economics, 3.735
Università degli Studi di Urbino 'Carlo Bo' 1981 — 1981
CuraScript, Inc. An Express Scripts Co. September 2012 - Present
BNY Mellon January 2012 - October 2012
The Bank of New York Mellon April 2008 - December 2011
Washington Mutual April 2007 - April 2008
MorQuest Mortgage January 2006 - March 2007
New Century Mortgage / Home123 October 2005 - January 2006
The Bank of New York September 2003 - October 2005
Skills
Leadership, Process Improvement, Negotiation, Risk Reduction, Banking, Asset, Bloomberg, Financial Risk, Credit, Loans, Finance, Relationship Management, Financial Analysis, Equities, Mortgage Lending, Reuters, Vlookup, Pivot Tables, VBA, Management, Business Development, Portfolio Management, Account Reconciliation, Auditing, Risk Management, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance Concentration
BIRMINGHAM CITY UNIVERSITY, Birmingham, UK 2011 — 2011
University of Florida 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Capo Group July 2012 - Present
BNY Mellon June 2003 - May 2012
PwC February 1995 - June 2003
Education
Rutgers University-New Brunswick
Master's degree, Marketing/Marketing Management, General
BNY Mellon May 2015 - August 2015
Hudson City Savings Bank June 2014 - January 2015
BNY Mellon 2015 - 2015
Skills
Financial Analysis, Banking, PowerPoint, Customer Service, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Finance, General, Active Senior
BNY Mellon April 2015 - Present
Gain Capital July 2010 - April 2015
Gain Capital March 2008 - July 2010
Gain Capital February 2007 - March 2008
Gain Capital January 2006 - February 2007
Gain Capital April 2004 - January 2006
InetSoft December 2003 - April 2004
Promed May 2003 - December 2003
Skills
FX trading, Software Development, VB.NET, Visio, Electronic Trading, Trading Systems, SDLC, C#, Trading, SQL, Data Modeling, Project Management, AML, Business Analysis, ASP.NET, ASP.NET MVC, Software Project..., CMS, IT Management, IT Strategy, Pragmatic Marketing..., Salesforce.com, Sitecore, Production Support, Application Lifecycle..., Offshore Management, Team Management, Google Analytics, Acquisition Integration, Payment Gateways, Electronic Payments, Gap Analysis, SWOT analysis, Data Acquisition, Fraud Detection, Payment Card Processing, Vendor Management..., Product Development, Project Delivery, Team Leadership, Cross-functional Team..., ADO.NET, Agile Methodologies, SQL Server Management..., iPhone Application..., Project Planning, SAS70, Database Design, Credit Card Analytics, CFD Trading
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (M.B.A.), Masters in Business Administration
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelors Degree, Electrical and Computer Engineering
BNY Mellon May 2014 - Present
IEEE June 2013 - August 2013
Rutgers Information Relations & Campus Information Service September 2012 - August 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Student Member of PMI, Time Management, Social Networking, Management, Data Analysis, Project Portfolio..., Access, Customer Service, HTML, Leadership, Analysis, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor's Degree, Finance and Business Analytics and Information Technology (BAIT)
BNY Mellon November 2008 - Present
The Carney Group November 2007 - June 2008
Alliance Personnel May 2007 - October 2007
USA 3000 Airlines January 2006 - August 2007
Ranstad Staffing August 2006 - May 2007
Island Finance August 2004 - April 2005
Atento of Puerto Rico August 2002 - April 2004
RG Mortgage February 2001 - April 2002
Skills
Account Reconciliation, Solid computer skills, Problem Solving, Leadership Initiatives, Highly Detailed, Self-starter, Organized with Strong..., Multi Tasking, Interviews, Recruiting, Customer Service, Sales
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2015
Bachelor of Science (BS), Accounting
Inter American University of Puerto Rico Metropolitan Campus 1996 — 2003
Bachelor of Science (BS), Marketing
Pepco Holdings, Inc. August 2013 - Present
BNY Mellon November 2012 - July 2013
Ford, Scott, & Associates L.L.C. July 2011 - November 2012
Ford, Scott, & Assocciates L.L.C. May 2010 - August 2010
Skills
Accounting information..., Expertise in Microsoft..., Minitab Statistical..., Dreamweaver, CCH Tax Research Network, Financial Analysis, Financial Audits, Management, Insurance, GAAP, Managerial Finance, Finance, Analysis, Financial Reporting, General Ledger, Auditing, Internal Controls, Accounting, Microsoft Excel, Minitab, Budgets, Internal Audit, Account Reconciliation
Education
Rowan University 2011 — 2012
MBA, Accounting
Millersville University of Pennsylvania 2007 — 2011
BS, Business Administration: Accounting
BNY Mellon September 2015 - Present
Prospect 33 August 2014 - September 2015
BNY Mellon February 2013 - August 2014
Flounder Brewing Co. July 2011 - February 2013
Ridge Clearing and Outsourcing Solutions March 2007 - July 2011
Lehman Brothers October 2000 - February 2007
Brown Brothers Harriman July 1999 - September 2000
Skills
Settlement, Corporate Actions, Back Office, Equities, Trading Systems, Fixed Income, Securities, Outsourcing, Management, PMO, Trading, Project Management, Account Reconciliation, Business Analysis, Financial Risk, Vendor Management, DTC, Relationship Management, Microsoft Excel, Leadership, Change Management, Operations Management, Process Improvement, Offshoring, Settlements, Customer Relations, ADP, Reconciliation, Excel, Reconciliations, Risk, Staff Mentoring, Reorganization, Broadridge ICS, Broadridge BTS, Broadridge BPS, Proxy Voting, ADR Conversions, 144A Conversions, BCP, SLA, WSP, Business Process..., Business Requirements, Business Process..., Operational Risk, iGrafx, FATCA, Program Management
Education
Rutgers University – Camden 2012 — 2014
Master of Business Administration (M.B.A.), 3.82
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BA, Economics, 3.36
Clifton High School 1989 — 1993
BNY Mellon May 2015 - Present
Macy's July 2014 - May 2015
Target June 2013 - February 2014
State of New Jersey Office of the Attorney General June 2012 - August 2012
National Junior Tennis League June 2011 - August 2011
Nifty Fifty's September 2007 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Excel, Research, Customer Service, Fundraising, PowerPoint, Teaching, Non-profits, Event Planning, Event Management, Team Leadership, Strategic Planning, Project Planning, Social Networking, Time Management, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
B.A., Political Science & Criminal Justice, 3.5
BNY Mellon 2009 - February 2011
BNY Mellon 2004 - 2009
BNY Mellon 2002 - 2004
Deutsche Bank 2001 - 2002
Prudential Financial 1998 - 2001
Prudential Financial 1997 - 1998
Skills
Marketing, Mutual Funds, Copywriting, Marketing Strategy, Financial Services, Project Management, Asset Management, Banking, Equities, Internal Communications, Investments, Management, Portfolio Management, Newsletters, Relationship Management
Education
Rutgers University
B.A., Communication
Gigi's Playhouse April 2015 - Present
Morgan Stanley February 2015 - Present
BNY Mellon September 2013 - January 2015
Weichert Financial Services April 2012 - August 2013
Weichert Financial Services October 2004 - April 2012
Aegis Lending Corp June 2003 - July 2004
Pitney Bowes March 2002 - May 2003
Skills
Sales, Mortgage Lending, Mortgage Compliance, FHA, Refinance, Loans, First Time Home Buyers, Underwriting, VA loans, FHA financing, AML, RESPA
Education
Rutgers University-New Brunswick 1997 — 2001
BA, History
Societe Generale October 2012 - Present
BNY Mellon May 2011 - October 2012
BNY Mellon August 2009 - May 2011
Deutsche Bank November 2008 - June 2009
Deutsche Bank August 2003 - October 2008
Merrill Lynch May 1998 - August 2003
Skills
Derivatives, Options, Collateral Management, Product Development, ISDA, Operations Management, CDS, Risk Management, Back Office, Investment Banking, Financial Services, Hedge Funds, FX Options, Commodity, Fixed Income, Middle Office, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Rutgers University-New Brunswick 1995 — 1999
BA, Economics
IFIC June 2013 - Present
BNY Mellon July 2012 - August 2012
Kreppel Tax Advisory Group November 2011 - April 2012
Skills
PowerPoint, Fixed Income, Microsoft Excel, Microsoft Word, Financial Analysis, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (BS), Finance
Marlboro High School 2005 — 2009
Bobbi Brown Cosmetics July 2015 - Present
Her Agenda April 2015 - Present
Neuberger Berman May 2013 - April 2015
Affinity Federal Credit Union January 2013 - May 2013
Flemington Car & Truck Country June 2009 - May 2013
Rutgers Graduate School of Education June 2011 - January 2013
InetSoft Technology June 2012 - August 2012
BNY Mellon 2012 - 2012
Verizon 2011 - 2011
Citi June 2007 - August 2007
Skills
Writing, Public Relations, Marketing, Research, Media Relations, Social Media Marketing, Interpersonal Skill, SEO, Editorial, Microsoft Office, Social Media, Strategic Planning, Marketing Communications, Public Speaking, Customer Service, Inventory Management, PPC, Editing, Advertising, New Business Development, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Outlook, Data Analysis, HTML, Marketing Strategy, WordPress, Event Planning, Creative Writing, Organizational..., Higher Education, Project Management, Web Design, Facebook, Google Analytics, B2B, Nonprofits, Account Management, Leadership, Business Development, Training, Retail, Blogging, Corporate Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (BA), English, Business and Technical Writing, Magna Cum Laude
Rutgers University-New Brunswick
BNY Mellon June 2015 - Present
Ericsson September 2013 - May 2015
Skills
Java, Android, C++, CUDA, SQL
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Computer Engineering, Honors
Cornerstone Bank NJ January 2007 - Present
Susquehanna Bank March 1997 - January 2007
BNY Mellon February 1989 - March 1997
Skills
Banking, Strategic Planning, Sales Management, Retail Banking, Loans, Small Business Lending, Commercial Banking, Consumer Lending, Lines Of Credit, Customer Service, Commercial Mortgages, Deposits, Branch Banking, Cash Management, Leadership, Credit, Management
Education
Rutgers University – Camden
Bachelor of Science, Management
Black Diamond Performance Reporting, LLC April 2013 - Present
BNY Mellon September 2012 - April 2013
PERSHING ADVISOR SOLUTIONS October 2007 - September 2012
PERSHING ADVISOR SOLUTIONS August 2006 - June 2007
Royal Bank of Scotland August 2006 - June 2007
Deutsche Bank November 2005 - July 2006
Deutsche Bank February 2005 - November 2005
MERRILL LYNCH INTERNATIONAL June 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Services, Asset Managment, Investment Advisory, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Derivatives, Risk Management, Equity Derivatives, Series 7, Prime Brokerage, Swaps, Corporate Actions, Settlement, Relationship Management, FINRA, Bloomberg, Financial Markets, Client Services, Series 63, Capital Markets, Banking, Management, Investment Banking, Equity Trading, Investment Management, Financial Advisory, Investment Strategies, Middle Office, Finance, Cash Management, Business Process
Education
Rollins College - Crummer Graduate School of Business 2009 — 2010
Master of Business Administration (MBA)
University of Central Florida 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Finance and International Business; Management
Siguler Guff & Company February 2015 - Present
Citco Fund Services June 2014 - February 2015
BNY Mellon May 2013 - June 2014
Skills
Private Equity, Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Microsoft Excel, Microsoft Office, Valuation, Data Analysis, Teamwork, Investran, Leadership, NAV, Alternative Investments
Education
Rutgers Business School 2012 — 2014
Bachelor of Science (B.S.), Accounting
AmeriHealth Insurance Co of NJ February 2014 - Present
AmeriHealth Insurance Co of NJ June 2011 - Present
Rita's Italian Ice, Custard March 2008 - October 2010
BNY Mellon February 2006 - June 2009
Skills
Social Media Marketing, Microsoft Office, Leadership, Management, Training, Budgets, Sales, Customer Service, Negotiation, Entrepreneurship, Strategy, Social Media, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Social Networking, Public Relations, Marketing, Facebook, Microsoft Word, Event Management, Insurance, Account Management, Team Leadership, Research
Education
Rutgers University-New Brunswick 2002 — 2007
B.A., Political Science, Economics, Africana Studies
BNY Mellon February 2014 - Present
BNY Mellon May 2013 - November 2013
DL Capital Group May 2011 - March 2013
Skills
Market Data, Fixed Income, Equities, Equity Research, Japanese, SQL, Business Intelligence, Tableau, Data Visualization, User Acceptance Testing, Financial Analysis, Scrum, Agile Methodologies, Vendor Management, JIRA, Visio, Contract Management, Accounting, Bloomberg, FATCA, OFAC
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Environmental & Business Economics
BlackRock August 2015 - Present
Rutgers University September 2011 - June 2015
BlackRock May 2014 - August 2014
BNY Mellon June 2013 - August 2013
Samsung April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Marketing, Sales, Research, Teamwork, Data Analysis, Banking, Facebook, Time Management, Public Speaking, Social Media, Financial Analysis, HTML, Event Planning, Leadership, Customer Service, Outlook, Social Networking, Economics, C++, Photoshop
Education
Rutgers Business School 2011 — 2015
Bachelors, Finance
Freehold Township High School 2007 — 2011
BNY Mellon 2011 - 2013
PNC Global Investment Servicing April 2008 - June 2010
U.S. Bank 2006 - 2008
Skills
Leadership, Business Development, Change Management, Virtual Workforce, Board Member, Bilingual, Derivatives, Project Management, Mergers & Acquisitions, Management, Investments, CRM, Fixed Income, Securities, Mutual Funds, Business Intelligence
Education
Saint Joseph's University 1992 — 1994
Master's degree, Executive MBA
Rowan University
Bachelor of Arts (BA), Mathematics and Elemenatary Education
UnitedHealth Group August 2013 - Present
One Healthcare LLC January 2010 - July 2013
State Street July 2008 - May 2009
BNY Mellon March 2006 - July 2008
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Data Entry, Access, Accounts Receivable, Administrative..., Process Improvement, Accounts Payable, Management, System Administration, Teamwork, Project Management, Research, Time Management, Accounting, Business Analysis, Risk Management, Banking, Data Analysis, Integration, Strategy, Leadership, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Psychology and Biology
Kaizen Technologies 2012 — 2013
PMP certified, Project Management
Edison High School
Sacro Investment Group September 2012 - Present
American Express February 2015 - May 2015
BNY Mellon November 2013 - February 2015
New Jersey General Assembly July 2013 - November 2013
Enterprise Rent-A-Car June 2012 - November 2013
Skills
Organizational..., Financial Analysis, Marketing, Critical Thinking, JavaScript, Data Analysis, Employee Relations, Account Management, Hedge Funds, Credit Analysis, Bloomberg Terminal, HTML scripting, VBA, InvestOne, Hedge Accounting, Profit/Loss..., Private Equity, Investran
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
B.A. Economics, Minor in Organizational Leadership
Siemens October 2014 - Present
Siemens June 2013 - October 2014
CV Advisors LLC October 2012 - March 2013
BNY Mellon April 2009 - October 2012
BNY Mellon June 2006 - April 2009
Washington Mutual August 2005 - June 2006
Skills
Microsoft Excel, Microsoft Word, Wordpress, Fund Accounting, NAV, Bloomberg Terminal, QuickBooks, Quicken, MBA, PowerPoint, Spanish, Economics, Data Analysis, Financial Analysis, Financial Reporting, Sales, Portfolio Management, Fixed Income, Bloomberg, Equities, Mutual Funds, Auditing, Hedge Funds, Financial Statements, Analysis, Tax Accounting, Process Improvement, International HR, Management, Finance, Budgets, WordPress, Accounting, Account Reconciliation, Microsoft Office, Internal Audit, Financial Accounting, Customer Service, Payroll, Internal Controls, Financial Services, Leadership, Strategic Planning, Project Management, Risk Management, Training
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Business administration
Hunter College, City University of New York 2001 — 2005
B.A., Economics
The American Red Cross June 2011 - Present
Muscular Dystrophy Association August 2009 - March 2011
Rutgers University 2007 - 2009
Drexel University 2006 - 2007
Mellon Financial June 1985 - May 2006
BNY-Mellon 1985 - 2006
BNY Mellon Wealth Management 1985 - 2006
Mellon Financial 1980 - 2006
Wachovia, A Wells Fargo Company 1990 - 1996
Skills
Fundraising, Philanthropy, Estate Planning, Non-profits, Volunteer Management, Public Speaking, Program Development, Planned Giving, Stewardship, Event Planning, Strategic Planning, Annual Giving, Higher Education, Community Outreach, Leadership Development, Alumni Relations, Research, Grant Writing, Board Development, Grants, Proposal Writing, Prospect Research, Gifts, Capital Campaigns, Non-profit..., Nonprofits, Program Management, Leadership
Education
University of Pennsylvania 2002 — 2005
MS, Organizational Studies
Rutgers, The State University of New Jersey-Camden 1968 — 1972
Bachelor of Arts (B.A.)
Collingswood High School
Collingswood High School
KPMG October 2011 - Present
BNY Mellon June 2010 - August 2010
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Auditing, Financial Accounting, Time Management, Finance, Microsoft Office, Sarbanes-Oxley Act, General Ledger, External Audit, Financial Analysis, Internal Controls, GAAP
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science, Accounting, Cum Laude
Hasbrouck Heights High School
Undisclosed March 2011 - Present
BNY Mellon June 2006 - March 2011
State Street June 2004 - June 2006
Patent Construction Systems January 2004 - May 2004
Skills
Finance, Financial Reporting, Financial Analysis, Bloomberg Terminal, Mutual Funds, Asset Management, Strategic Financial...
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BSc), Finance
University of Nebraska at Omaha
Master of Public Administration (MPA), Public Management (Finance and Budgeting)
Computershare January 2012 - Present
BNY Mellon 1999 - Present
Bank of New York Mellon 1999 - December 2011
Prudential Insurance February 1998 - July 1999
Merrill Lynch August 1995 - January 1998
Education
Rutgers University-New Brunswick 1989 — 1994
Yes, Mathematica
DNB September 2013 - Present
BNY Mellon July 2013 - September 2013
BNY Mellon March 2012 - July 2013
Rutgers Business School 2007 - 2011
Gold Coast Elder Care and Solutons May 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Risk Management, Commercial Lending, Credit, Microsoft Excel, Loans, PowerPoint
Education
Rutgers University 2007 — 2011
Bachelor of Science (B.S.), Finance
CFA Institute
Level 3 Candidate
Charlesbank Capital Partners February 2006 - Present
BNY Mellon September 2001 - August 2005
State Street Bank June 1998 - September 2001
Harvard Management Company February 1994 - June 1998
Bankers Trust September 1992 - February 1994
Education
Rutgers University
Watertown High
BNY Mellon February 2015 - Present
McAdam Financially Advanced™ May 2012 - December 2014
Rowan University May 2011 - May 2012
Lincoln Financial Advisors 2011 - 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Research, Outlook, Leadership, Teamwork, Insurance, Management, Sales, Time Management, Event Planning, Data Analysis, Social Networking, Budgets, Marketing, Analysis, Financial Reporting, Strategic Planning
Education
Temple University - Fox School of Business and Management 2015 — 2017
Masters of Science in Investment Management, Investment Management
Rowan University 2008 — 2012
Bachelor of Science (BS), Finance, General
Rowan University 2008 — 2012
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
West Deptford High School 2004 — 2008
Red Lobster November 2014 - Present
Earl Enterprises April 2014 - November 2014
BNY Mellon January 2012 - April 2014
CAREFUSION/CARDINAL HEALTH June 2008 - April 2010
WACHOVIA BANK October 2005 - June 2008
American Express Financial Advisors January 2004 - October 2005
Skills
Finance, Sales, Leadership, Forecasting, Business Planning, Account Management, Business Development, Budgets, Investments, Customer Service, Sales Operations, Securities, Consulting, Market Planning, New Business Development, Strategic Financial..., Cross-functional Team..., Financial Modeling, Territory Management, Marketing Analytics, APT, Business Analysis
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
MBA, Management Concentration
University of Central Florida 1999 — 2003
Bachelors of Science, Business Administration; Finance
Lombard International (USA) June 2014 - Present
BNY Mellon June 2013 - May 2014
National Employee Management Resources, LLC September 2012 - January 2013
Mount Laurel Township May 2012 - August 2012
PulsePoint May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, HTML, Budgets, Accounting, Sales, Analysis, Financial Reporting, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
WTHS
BNY Mellon May 2014 - Present
The New York Times September 2012 - May 2014
Bridgewater Associates January 2012 - September 2012
Thomson Reuters June 2011 - January 2012
Thomson Reuters March 2006 - May 2011
Dow Jones June 2002 - March 2006
Information Architects Corporation February 1999 - June 2002
Pencom Web Works (PWW) January 1996 - January 1999
Telcordia Technologies April 1995 - July 1996
Computer Corporation of America January 1988 - January 1990
Skills
Agile Methodologies, Hadoop, Software Development, Java, Web Services, E-commerce, Distributed Systems, Apache, Enterprise Architecture, Perl, Web Applications, SQL, Architecture, Tomcat, Databases, Big Data, Java Enterprise Edition, Leadership, Management, Staff Retention, Hiring, SOA, Team Leadership, Technical Recruiting, Team Building, Linux, IT Strategy, JavaScript, Enterprise Software, User Experience, Scalability, Architectures, Information Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1996
Ph.D, Computer Science
BNY Mellon November 2014 - Present
JPMorgan Chase August 2011 - November 2014
Morgan Stanley August 2006 - August 2011
BearingPoint January 2005 - August 2006
Fujitsu Consulting August 2000 - December 2004
KPMG Consulting January 1997 - August 2000
Advanced Solutions July 1996 - January 1997
Matthew Bender February 1989 - July 1996
Skills
Strategy, Program Management, Governance, IT Strategy, Risk Management, Leadership, Financial Services, Management Consulting, Business Process, Management, Strategic Partnerships, Business Development, Financial Risk, Vendor Management, Outsourcing, CRM, Executive Management, Business Analysis, Business Process..., Telecommunications, Enterprise Software, Mergers & Acquisitions
Education
Rutgers University School of Law - Newark 1989 — 1993
JD
Rutgers University-New Brunswick 1984 — 1988
BA
Hartree Partners Senior Vice President - EMEA FICC COOMacquarie GroupJanuary 2013 - June 2015
LAMCO LLC May 2010 - December 2012
Lehman Brothers (in Administration) August 2009 - June 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers April 2006 - June 2007
Lehman Brothers May 2004 - April 2006
Commerzbank February 2000 - April 2004
BNY Mellon February 1998 - January 2000
Skills
Commodity, Vendor Relationships, Derivatives, Fixed Income, Capital Markets, Equities, Trading, Options, Middle Office, Credit Derivatives, Investment Banking, Trading Systems, Valuation, Hedge Funds, FX Options, Back Office, Swaps, Interest Rate..., Financial Markets, Hedging, Bonds, Rates, Financial Modeling, Collateral Management, Commodity Markets, Market Data, Settlement, Product Control, Financial Services, Portfolio Management, Structured Products, Equity Derivatives, Structured Finance, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Economics
Bergen Catholic 1989 — 1993
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
BNY Mellon September 2007 - Present
CheckFree Investment Services 2006 - 2007
Biovail Pharmaceuticals 2004 - 2006
Skills
SDLC, Business Analysis, Data Quality, Business Intelligence, Product Management, SQL, Oracle, Enterprise Software, Portfolio Management, Performance Reporting, Data Management, Relationship Management, Strategy, Analysis, Process Improvement, Project Management
Education
Rutgers University-New Brunswick 2004 — 2007
MBA, Finance
PREC 1992 — 1997
B.E. Computer Engineering
Computershare January 2012 - Present
BNY Mellon 2007 - January 2012
Mellon Investor Services 2001 - 2007
Mellon Financial 2001 - 2007
Merrill Lynch 1995 - 2001
Education
Rutgers University-New Brunswick 1990 — 1994
Rutgers University-New Brunswick 1990 — 1994
BNY Mellon February 2012 - Present
Pershing LLC April 2005 - February 2012
Skills
Series 7, Capital Markets, Series 63, Securities, Equities, Financial Markets, Bonds, Bloomberg, Trading, Hedge Funds
Education
Rutgers University-New Brunswick
Team Beachbody Independent Business Coach May 2015 - Present
BNY Mellon March 2015 - Present
The Bank of New York Mellon September 2006 - March 2015
DPM Mellon 2001 - 2006
Skills
Banking, Fund Accounting, Financial Services, Relationship Management, Securities, Fund Administration, Fixed Income, Global Custody, Mutual Funds, Bloomberg, Funding
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1999
Bachelor of Arts (BA), Economics
BNY Mellon December 2011 - Present
The Bank of New York Mellon September 2005 - December 2011
Pershing September 1998 - August 2005
Beneficial January 1998 - September 1998
Nabisco March 1995 - December 1997
Mitsui & Co., Ltd. September 1990 - February 1995
Skills
ITIL, Disaster Recovery, Data Center, Process Improvement, Business Continuity, Vendor Management, Servers, PMO, IT Management, Infrastructure, SDLC, Windows Server, PMP, Information Technology, IT Service Management, Networking, System Administration, Virtualization, System Deployment, Risk Management, Network Administration, Troubleshooting, Information Security, Project Delivery, Governance, IT Strategy, Management, Service Management, Business Analysis, CCNA, Project Portfolio..., Enterprise Architecture, Program Management, Security, IT Operations, Integration, Incident Management, SharePoint, Cloud Computing, Visio
Education
Rutgers University-New Brunswick 1985 — 1990
BA, English
Harrison High School 1981 — 1985
BNY Mellon September 2012 - Present
BNY Mellon September 2011 - September 2012
The Bank of New York Mellon December 2006 - September 2011
JPMorgan Chase 1987 - 2006
Skills
Securities, Fixed Income, Equities, Capital Markets, Hedge Funds, Financial Services, Alternative Investments, Derivatives, Securitization, Series 7, Global Custody, Prime Brokerage, ABS, Banking, Financial Markets, Financial Risk, Collateral Management, MBS, Middle Office, Operational Risk, Operational Risk..., Relationship Management, Structured Finance, Structured Products, Back Office, Bonds
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor's degree, English / Economics
Partners Group January 2014 - Present
BNY Mellon May 2007 - January 2014
Beauty Plus Salon April 2000 - May 2007
Skills
Asset Management, Hedge Funds
Education
Rutgers University-New Brunswick 2002 — 2006
Rutgers University/Rutgers College
B.A, Political Science
BNY Mellon August 2013 - Present
Pershing LLC, Bank of New York Mellon January 2007 - August 2013
Fairwinds Credit Union January 2006 - December 2006
Skills
Leadership, Management, Process Improvement, Microsoft Excel, Mutual Funds, Customer Service, Risk Management, Analytics, Operations Management, Supervisory Experience, Strategic Planning, Forecasting, Cross-functional Team..., Budgets, Regulatory Compliance, FINRA, Legal Compliance, European Markets, Banking, Relationship Management
Education
University of Central Florida - College of Business Administration 2004 — 2006
Finance, Finance, Accounting, Real Estate Finance, and Economics
Rollins College - Crummer Graduate School of Business
Executive MBA
BNY Mellon April 2003 - Present
PNC Global Investment Servicing 2003 - June 2010
Ingram Micro 1995 - 2001
fidelilty mutual life insurance 1980 - 1994
Education
Villanova University 1977 — 1980
MS, Computer Science
Rosemont College 1972 — 1976
BA, Biology
BNY Mellon June 2006 - Present
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Finance
BNY Mellon April 2014 - Present
Brown Brothers Harriman August 2009 - April 2014
Merrill Lynch May 2008 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Customer Service, Economics, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Portfolio Management, PowerPoint, Valuation, Asset Management, Mutual Funds, Wealth Management
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelors, Economics
Allergan March 2011 - Present
Johnson & Johnson May 2005 - January 2011
BNY Mellon January 2000 - April 2005
Skills
Process Improvement
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Psychology, A
Bunge September 2012 - Present
BNY Mellon April 2011 - September 2012
BNY Mellon December 2006 - April 2011
ACS Learning Solutions, a Xerox Company September 2004 - September 2006
AT&T February 2001 - September 2004
Prudential Financial 1998 - 2001
Education
Rutgers Graduate School of Mgmt 1991 — 1998
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Sociology, Philosophy, Criminal Justice
Freehold Twp 1975 — 1979
PNC Financial Services Group September 2000 - Present
BNY Mellon September 1999 - September 2000
JPMorgan Chase & Co. June 1989 - September 1999
Skills
Sales, Customer Acquisition, Treasury Management, Banking, Corporate Finance, Relationship Management, Pricing, Marketing Strategy, Client Presentation, Client Rapport, Risk Management, Credit Risk, Team Motivation, Team Building, Credit Analysis, Financial Services, Management, Finance, Credit, Portfolio Management, Cash Management
Education
Seton Hall University, Stillman School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Marketing & Finance, Highest Honors & Dean's List 4.0/4.0
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General, Scholar Athlete, Dean's List, 3.8/4.0
BNY Mellon October 2013 - Present
BNY Mellon November 2012 - September 2013
The Bank of New York Mellon March 2012 - November 2012
BNY Mellon May 2010 - March 2012
Metropolitan Life Insurance (MetLife) June 2009 - September 2009
Skills
Quality Assurance, Onboarding, KYC, Time Management, Team Management, Team Leadership, Hands-on Training, Business Analysis, Software Documentation, Risk Management, Teamwork, Access, Banking, Project Management, Microsoft Excel, Analysis, Leadership, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Management, Portfolio Management, Instructor-led Training, Lotus Notes, Process Improvement, Finance, Multi Tasking, Data Entry, Training, Databases, Program Management, System Administration, Windows, Data Analysis, Team Motivation, Financial Analysis, Financial Reporting, Customer Service, Financial Modeling, Financial Accounting
Education
Rutgers Business School 2007 — 2011
Bachelors of Science, Finance and Managment Information Technology
QBE North America May 2014 - Present
AIG May 2007 - May 2014
BNY Mellon October 2006 - May 2007
Superior Court of the Virgin Islands September 2003 - September 2006
Skills
Risk Management, Legal Research, Insurance, Litigation, Employment Practices..., Employment..., Employment Law..., Customer Retention, Customer Service, Customer Satisfaction, Government, Legal Writing, Legal Advice, Legal Assistance, Legal Documents, Legal Issues, Litigation Management, Alternative Dispute..., Civil Litigation, Claim, Claims Management, Liability, Mediation, Professional Liability, Trials, D, EPL, Legal Liability
Education
Thomas M. Cooley Law School 2000 — 2002
Doctor of Law (J.D.), International Law and Legal Studies
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Administration of Justice
BNY Mellon August 2002 - April 2015
Skills
Talent Management, Asset Managment, Fixed Income, Financial Services, Equities, Human Resources, Securities, Hedge Funds, Recruiting, Succession Planning, Capital Markets, Employee Relations, Onboarding
Education
Rutgers University-New Brunswick 1971 — 1975
B.A., Art History/Studio Art
Carteret High School 1967 — 1971
BNY Mellon 2010 - Present
BNY Mellon 2008 - Present
Skills
Capital Markets, Equities, Valuation, Investment Banking, Fixed Income, Hedge Funds, Private Equity, Investments, Emerging Markets, Alternative Investments, Banking, Investor Relations, Derivatives, Asset Managment, Securities, Financial Markets, Corporate Finance, Structured Finance, IPO, Mergers & Acquisitions
Education
Rutgers University Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Rutgers University 1985 — 1989
Bachelor of Arts (B.A.), Economics
ARI May 2015 - Present
Dechert LLP August 2014 - May 2015
BNY Mellon October 2010 - August 2014
Ruotolo, Spewak & Co. January 2010 - April 2010
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Organization, Time Management, Tax, Tax Preparation, Customer Service, PowerPoint, Management, Auditing
Education
Rowan University 2005 — 2010
Bachelor of Science (BS), Accounting
BNY Mellon February 2015 - Present
BNY Mellon July 2014 - February 2015
BNY Mellon January 2013 - February 2015
BNY Mellon August 2009 - December 2012
BNY Mellon February 2005 - August 2009
BNY Mellon October 2001 - February 2005
BNY Mellon June 1997 - October 2001
Sumitomo Bank of New York Trust Company February 1996 - June 1997
The Daiwa Bank, Ltd., New York Branch June 1987 - February 1996
The Daiwa Bank, Ltd., New York Branch June 1987 - February 1996
Skills
Securities, Banking, Hedge Funds, Global Custody, Relationship Management, Collateral Management, Financial Services, Financial Institutions, Fixed Income, Client Services, Equities, Back Office, Operational Risk, Broker-Dealer, Alternative Investments, Investments, Derivatives, Dividends, Corporate Actions, Settlement, Mutual Funds, Bonds, Capital Markets, Prime Brokerage
Education
Rutgers University-New Brunswick 1983 — 1987
BA, English
Rutgers University-New Brunswick 1983 — 1987
Certification, Criminology
BNY Mellon December 2013 - Present
JP Morgan February 2010 - December 2013
Goldman Sachs March 2000 - July 2008
Skills
Electronic Trading, Series 7, Equities, Trading, ETFs, Derivatives, Options, Hedge Funds, Investments
Education
Rowan University 1988 — 1993
BS, Accounting
BNY Mellon August 2011 - Present
State Street October 2010 - July 2011
State Street October 2007 - October 2010
McCarter & English, LLP January 2003 - January 2006
Skills
Fixed Income, Portfolio Management, Mutual Funds, Securities, Options, Accounting, Bloomberg, Hedge Funds, Financial Analysis, Equities, Fund Accounting, Derivatives, Loans, Bloomberg Terminal, Alternative Investments, REITs, Financial Services, Account Reconciliation
Education
Rutgers Business School 2015 — 2018
Master of Business Administration (MBA), Accounting and Finance
Seton Hall University School of Law 2006 — 2007
University of Maryland College Park 2002 — 2006
BS, Finance
Tailwind Capital June 2015 - Present
Integro Insurance Brokers June 2014 - June 2015
Untracht Early LLC August 2012 - June 2014
Capital Access Network, Inc. February 2011 - August 2012
BNY Mellon June 2009 - June 2010
Columbia Bank New Jersey December 2007 - August 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, QuickBooks, Microsoft Excel, Financial Modeling, Access, Corporate Finance, Banking, Budgets, Analysis, PowerPoint, Microsoft Office, Financial Services, Credit, Fund Accounting, Loans, Fund Of Funds, Financial Statements, General Ledger, GAAP, Sarbanes-Oxley Act, Internal Controls, US GAAP
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
Masters in Financial Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Science (BS), Accounting
Red Lobster July 2014 - Present
Darden July 2012 - July 2014
Darden July 2011 - July 2012
BNY Mellon September 2007 - July 2011
Skills
Investor Relations, Financial Analysis, Financial Forecasting, Financial Modeling, Thought Leadership, Oral Communication, Written Communication, ThomsonOne, Cross-functional..., Capital IQ, Competitive Analysis, Variance Analysis, Microsoft Excel, Oracle Discoverer, Hyperion, Microsoft Word, PowerPoint, Finance, Investments, Bloomberg Terminal, Relationship Building, Hospitality, Teamwork
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida
Bachelor of Science (B.S.), Finance, General
Hamilton & Company May 2006 - Present
BNY Mellon November 2002 - May 2006
Deutsche Bank November 1997 - November 2002
Merrill Lynch May 1996 - November 1997
Bessemer Trust July 1992 - May 1996
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Management, Investments, Equities, Alternative Investments, Investment Management
Education
Rutgers University-New Brunswick 1988 — 1992
BS - Finance, Finance
Hunterdon Central H.S. 1984 — 1988
Bessemer Trust August 2010 - Present
BNY Mellon December 2005 - May 2010
Education
Rutgers University-New Brunswick 2003 — 2005
BA, Economics
BNY Mellon October 2007 - Present
Pepco Holdings, Inc. December 2004 - October 2007
PFPC, Inc. March 2000 - November 2004
JP Morgan Chase July 1991 - February 2000
Skills
Tax, Tax Accounting, Tax Research, SEC filings, Accounting, General Ledger, Auditing, Tax Returns, Sarbanes-Oxley Act, Financial Statements, Tax Preparation, Accruals, Fixed Assets
Education
Wilmington College 1998 — 2000
MBA, Business Administration
Rowan University 1993 — 1997
B.S., Accounting
RBC Capital Markets December 2014 - Present
Florida Office of Financial Regulation May 2014 - December 2014
Doral Bank/BankUnited December 2010 - May 2014
LandMark Bank of Florida January 2009 - December 2010
Consulting for Financial Institutions February 2005 - January 2009
Federal Reserve Bank of Atlanta October 2001 - February 2005
Office of the Comptroller of the Currency December 1999 - October 2001
Wayne Bank January 1995 - December 1999
PNC July 1989 - January 1995
BNY Mellon August 1987 - July 1989
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Credit Risk, Consumer Lending, Retail Banking, Portfolio Management, Mortgage Lending, Mortgage Banking, Loan Origination, Risk Management
Education
Rutgers University – Camden 1984 — 1987
Bachelor of Science (BS), Accounting and Business/Management
Wilkes University 1988 — 1990
Master of Business Administration (MBA), Finance/Business Management
University of Colorado Boulder 1997 — 1999
Graduate School of Banking
BNY Mellon September 2014 - Present
Prowork Designs March 2010 - Present
Conscious Capital Advisers September 2013 - June 2014
Moville Mortgage & Finance June 2012 - September 2012
Eastern Union Funding November 2010 - February 2011
LargestNetworkingParty.com June 2009 - October 2009
Middlesex County Regional Chamber of Commerce June 2009 - September 2009
Middlesex County Office of Economic Development June 2009 - September 2009
Skills
Social Media, Marketing, Advertising, Graphic Design, Web Design, Adobe Creative Suite, E-commerce, Management, Entrepreneurship, Branding & Identity, Competitive Analysis, Franchising, Online Advertising, Public Relations, Press Releases, Online Marketing, Social Networking, Google Analytics, Photoshop, Social Media Marketing, Facebook, Web Development, Start-ups, PowerPoint, Public Speaking, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelor of Arts (BA), Economics, 3.8 GPA
HSBC Bank USA, N.A. April 2014 - Present
BNY Mellon June 2011 - April 2014
Financial Network Investment Corporation June 2010 - June 2011
Livingston Learning Center September 2007 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Analysis, Account Reconciliation, Investments, Microsoft Word, PowerPoint, Research, Portfolio Management, Budgets, Microsoft Office, Public Speaking, Data Analysis, Access, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master of Business Administration (MBA), Finance
Rutgers University- Rutgers Business School New 2007 — 2011
Bachelor of Science, Finance
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Finance
Reliance Standard Life Insurance Company July 2013 - Present
BNY Mellon January 2011 - June 2013
BBD, LLP September 2009 - January 2011
Heffler, Radetich & Saitta LLP April 2008 - August 2009
Lions Gate CCRC 2007 - 2008
Skills
Tax, Tax Research, Financial Statements, Auditing, CPA, Accounting, Finance, GAAP, Income Tax, Tax Accounting
Education
Rutgers University – Camden 2007 — 2008
Bachelors of Science, Accounting, Taxation, Economics, Marketing
BNY Mellon December 2012 - Present
HFP Capital Markets LLC May 2012 - August 2012
Rutgers University January 2012 - May 2012
Israel Defense Forces 2004 - 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts Summa Cum Laude, Psychology, 3.94
BNY Mellon February 2014 - Present
Tommy Hilfiger October 2012 - February 2014
Ameriprise Financial July 1997 - July 2009
Skills
Financial Reporting, Financial Statements, Accounting, Financial Accounting, Mutual Funds, Finance, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Investments, Accounts Receivable
Education
Rutgers University
Bachelor of Science (BS), Accounting, Minor in Statistics
JPMorgan Chase & Co. April 2015 - Present
BNY Mellon January 2014 - April 2015
Merrill Lynch July 2010 - January 2014
TD Bank Group October 2008 - July 2010
Barclays Bank June 2007 - April 2008
Skills
Private Investigations, Financial Risk, Fraud, Policy, Anti Money Laundering, Finance, Securities, Banking, Financial Services, Financial Analysis, Due Diligence, Operational Risk, Risk Management, Corporate Finance
Education
Rowan University
B.A., American Studies
Rowan University
Bachelor's degree
BNY Mellon December 2014 - Present
Nike Factory Store April 2011 - January 2015
Skills
Microsoft Office, Microsoft Word, Customer Service, Teamwork, Sales, Retail, Time Management, Marketing, SPSS, Event Planning
Education
Rowan University 2009 — 2013
BNY Mellon October 2010 - Present
BNY Mellon October 2007 - October 2010
Delaware Investments, a member of the Macquarie Group August 2006 - September 2007
Delaware Investments, a member of the Macquarie Group January 2004 - July 2006
Delaware Investments, a member of the Macquarie Group January 2003 - December 2003
Education
Rowan University 2005 — 2007
Master of Business Administration (MBA), Finance, General
Virginia Tech 1998 — 2002
Bachelor of Science (BS), Finance, General
Northern Trust June 2000 - Present
BNY Mellon July 1998 - June 2000
Skills
Fixed Income, Bloomberg, Equities, Securities, Alternative Investments
Education
Roosevelt University
Master of Business Administration (MBA)
BNY Mellon March 2006 - Present
BNY Mellon January 2006 - July 2007
Standard Asset Management 2000 - 2004
Skills
Hedsge Fund Trading and..., FX Trading and Sales, Investment Banking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1974 — 1975
Master of Business Administration (MBA), International Finance
University of Natal, Pietermaritzberg, South Africa 1970 — 1973
Bachelor of Commerce (B.Com.)
BNY Mellon October 1996 - Present
Education
Rosemont College
Accounting