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
Brown Brothers Harriman May 2006 - June 2012
Brown Brothers Harriman February 1996 - May 2006
JPMorgan Chase May 1986 - January 1996
BNY Mellon July 1981 - May 1986
Skills
Account Reconciliation
Education
St. John's University 1988 — 1991
MBA, Finance, General
St. John's University 1977 — 1981
Bachelor of Science (BS), Accounting
BNY Mellon March 2014 - Present
Barclays September 2012 - February 2014
Sony Music Entertainment 2012 - 2012
Skills
SQL, Databases, Business Analysis, Business Intelligence, Unix, ITIL, HTML, Requirements Analysis, Software Project..., Web Services, Requirements Gathering, Data Analysis, Linux, Object Oriented Design, Python, JavaScript, CSS, jQuery, Cloud Applications, Cloud Computing, Private Cloud
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor's degree, Information Technology
WisdomTree Asset Management July 2014 - Present
BNY Mellon January 2013 - July 2014
BNY Mellon August 2010 - January 2013
Iroquois Group January 2010 - May 2010
St. Bonaventure Scool of Business September 2009 - May 2010
Bona Responds September 2009 - May 2010
St. Bonaventure University September 2009 - May 2010
Cattaraugus Region Community Foundation September 2008 - January 2009
Skills
Event Planning, Marketing, Marketing Communications, Teamwork, New Business Development, Event Management, Public Relations, Outlook, Salesforce.com, Project Management, Nonprofits, Management, Sales, Editing, Marketing Research
Education
Saint Bonaventure University 2009 — 2010
MBA, Business Administration
Saint Bonaventure University 2005 — 2009
BBA, Management Sciences, Spanish
Colegio de Espana 2008 — 2008
Spanish grammar, culture and civilization
New York Cares May 2014 - Present
BNY Mellon September 2013 - Present
ALPFA New Jersey October 2013 - Present
ALPFA New Jersey September 2012 - October 2013
Clearstream Banking October 2011 - September 2013
ALPFA New Jersey January 2012 - August 2012
The City Of Newark July 2009 - September 2009
Newark Now - Non-Profit founded by Mayor Corey Booker July 2004 - April 2009
Skills
Access, Trade Finance, Bonds, DTC, SWIFT messaging, SAP, Spanish, Client Services, Training & Development, Global Custody, Settlement, Security Clearance, Microsoft Office
Education
Rutgers, The State University of New Jersey-Newark
B.S., Finance
BNY Mellon June 2014 - Present
United States Marine Corps November 2012 - April 2013
United States Marine Corps June 2012 - October 2012
United States Marine Corps March 2011 - May 2012
United States Marine Corps May 2010 - March 2011
United States Marine Corps October 2009 - May 2010
United States Marine Corps July 2004 - May 2009
Skills
Leadership, Intelligence, Intelligence Analysis, Security Clearance, Counterinsurgency, Combat, Afghanistan, Police, Enforcement, Military Operations, Counterterrorism, Military, DoD, Military Experience, Marine Corps, National Security, Command, Team Leadership, Palantir, Force Protection, Operational Planning, Special Operations, Modern Standard Arabic, Computer Proficiency, IED, Team Building, Defense, Egyptian Colloquial..., Criminal Intelligence, Law Enforcement, Biometrics, Stability Operations, Police Advisor, Training, Security, Public Speaking, Program Management, Analysis, Management, Government, Military Training, Microsoft Office
Education
University of Maryland University College 2013 — 2015
Master of Science (M.S.), Cyber/Computer Forensics and Counterterrorism
St. Bonaventure University 2006 — 2009
Bachelor of Arts (B.A.), Sociology, 3.4
Keller Williams Towne Square Realty March 2011 - Present
Wachovia, A Wells Fargo Company 1998 - 2005
BNY Mellon 1989 - 1998
Skills
Sales, Sellers, Real Estate, Selling, Investment Properties, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Economics
Vodafone June 2015 - Present
NBCUniversal, Inc. October 2014 - May 2015
Alexander Mann Solutions on site at Credit Suisse March 2014 - September 2014
BNY Mellon June 2013 - March 2014
AIG February 2006 - February 2013
AXA Equitable September 2004 - January 2006
Limited Brands January 2003 - December 2003
Datek Online Holdings Corp. January 2000 - September 2002
Parker Clark Data Processing 1996 - 1999
Skills
Human Resources, Hiring, Management, Onboarding, College Recruiting, Personnel Management, Employee Benefits, Interviews, Talent Acquisition, Employee Relations, Performance Management, Succession Planning, Benefits Negotiation, Leadership, Employee Engagement, Workforce Planning, Temporary Placement, Time Management, Deferred Compensation, HR Policies, Contract Recruitment, Staffing Services, Employer Branding, PeopleSoft, Employee Training, Screening, Organizational..., Screening Resumes, HR Consulting, New Hire Orientations, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, English and Business Administration
Human Resources Certification Institute 2007 — 2007
PHR
BNY Mellon October 2013 - Present
BNY Mellon June 2012 - August 2012
ARAMARK May 2009 - July 2012
Nike May 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook, Blueworks, Bloomberg Terminal, Financial Analysis, Financial Risk, Business Transformation, Market Research, Financial Metrics, Treasury Services, Location Management, Finance, Outlook, Social Media, Social Networking
Education
Saint Joseph's University 2009 — 2013
Bachelor's degree, Finance, General, Senior
Christian Brothers Academy 2005 — 2009
High School
Sussex Bank June 2010 - Present
Sussex Bank July 2009 - June 2010
Highland State Bank May 2007 - July 2009
BNY Mellon January 1991 - May 2007
Skills
Financial Risk, Portfolio Management, Financial Analysis, Commercial Lending, Mortgage Lending, Credit Analysis, Credit, Credit Risk, Commercial Banking, Banking, Loans, Leadership, Executive Management
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1975 — 1979
Bachelor's Degree, Business Administration and Management, General
Wayne Hills High School
Innovest Portfolio Solutions September 2007 - Present
Northern Trust January 2003 - September 2007
BNY Mellon January 2000 - January 2004
Fleet Bank Investment Management 1985 - 1991
Education
Saint Anselm College 1982 — 1985
Darden School
National Graduate Trust School
New England School of Banking at Williams College
University of Virginia
BNY Mellon May 2010 - Present
BNY Mellon May 2006 - May 2010
BNY Mellon March 2004 - May 2006
BNY Mellon February 2002 - March 2004
BNY Mellon March 1998 - February 2002
BNY Mellon February 1993 - February 1998
Skills
Financial Services, Alternative Investments, Equities, Mutual Funds, Fixed Income, Management, Asset Management, Investments, Risk Management, Securities, Sales, Relationship Maagement, Financial Risk, Derivatives
Education
Saint Anselm College 1987 — 1992
Bachelor of Arts (B.A.), Financial Economics
Northern Trust Corporation June 2013 - March 2014
Allstate July 2012 - April 2013
BNY Mellon March 2007 - December 2011
Skills
Fund Accounting, Reconciliations, Reconciliation, Accruals, Balance, Financial Reporting, Mutual Funds, Bank Reconciliation, Financial Statements, Fixed Assets, Financial Analysis, Finance, Account Reconciliation
Education
Rutgers University
Bachelor's degree, Finance, General
Lowell Douglas Limited November 2014 - Present
Fuller Landau February 2014 - September 2014
BNY Mellon April 2012 - February 2014
State Street November 2010 - March 2012
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Teamwork, Variance Analysis, Customer Service, Business Analysis, Business Strategy, Research, Problem Solving, Training & Development
Education
Certified Management Accountants
Ryerson University
BComm, Accounting & Finance
Change Management 2014 - Present
Write Source September 1990 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2014 - November 2014
Bristol-Myers Squibb June 2013 - February 2014
BNY Mellon December 2012 - April 2013
BNY Mellon June 2012 - December 2012
Pershing, a BNY Mellon company December 2009 - April 2011
Dow Chemical (formerly Rohm and Haas) 2004 - 2008
Bristol-Myers Squibb, Princeton, New Jersey 2000 - 2004
Capgemini 1998 - 2000
Skills
E-Learning, Instructional Design, Software Documentation, Process Improvement, Learning Management, Change Management, Human Resources, Employee Training, Program Management, Needs Analysis, Project Planning, eLearning, Documentation, Writing, Captivate, Content Development, Blended Learning, Knowledge Management, Curriculum Design, Distance Learning, Online Training, Corporate Communications, Technical Writing, Change Management..., Culture Change, Large Scale Change..., HR Transformation, Training, Training Delivery, Instructor-led Training, leadership training
Education
Rutgers University-New Brunswick
New York Institute of Finance
Rutgers, The State University of New Jersey-New Brunswick
B.A.
BNY Mellon February 2014 - Present
SEI November 2012 - February 2014
Matrix Fund Services April 2010 - May 2012
State Street May 2006 - July 2009
Skills
Mutual Funds, Hedge Funds, Accounting, Securities, Account Reconciliation, Valuation, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor's degree, Economics
West Windsor Plainsboro High School - South 1999 — 2001
Short Sale Mitigation June 2010 - Present
AA Real Estate Enterprises LLC October 2005 - Present
AA Premier Properties March 2010 - Present
Rapid Property Relief, LLC January 2010 - Present
Edible Arrangements April 2006 - Present
BNY Mellon August 2004 - April 2008
Federal Home Loan Bank of Boston June 2003 - September 2003
Skills
Investments, Real Estate, Entrepreneurship, Investment Properties, REO, Sales, Investors, Marketing, Mergers, Coaching, Customer Service, Management, Foreclosures, Small Business, Negotiation, Management Consulting, Selling, Short Sales, Asset Managment, Sellers, Loans, Mergers & Acquisitions, Training, Finance, Business Development, Property, Residential Homes, CRM, Strategy, Networking, Public Speaking, Brokerage, Rehabbing, Analysis, Real Estate Transactions, Asset Management, Real Estate Development, Real Estate Financing, Real Estate Investor, Property Management, Real Estate Economics, Apartments, Contract Negotiation
Education
Saint Anselm College 2000 — 2004
BA, Politics
Billerica Memorial High School
Billerica Memorial High School
Saint Anselm College
Bachelor of Arts (B.A.), Political Science and Government
BNY Mellon December 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
UMass Memorial Medical Center January 2014 - March 2014
UMass Memorial Medical Center August 2013 - January 2014
US Mailroom June 2012 - June 2013
AXA Advisors April 2012 - September 2012
Polar Beverages June 2011 - August 2011
Skills
IDX, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science in Business Administration, Finance
BNY Mellon June 2011 - December 2012
VICTORY CAPITAL MANAGEMENT INC. December 1999 - December 2010
WALL STREET PORTFOLIO ADVISORS January 1998 - December 1999
UBS 1992 - 1998
Bank of America 1989 - 1992
JPMorgan Chase 1983 - 1989
ELF Aquitaine 1978 - 1982
Skills
Series 7, Fixed Income, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Series 63, Mutual Funds, Institutional..., Relationship Management, Securities Lending, Fund Of Funds, Equities
Education
St. John's University
Master of Business Administration (MBA)
St. John's University
B.S, Accounting
WageWorks January 2011 - Present
TMP Worldwide February 2009 - December 2010
O'Melveny & Myers LLP August 2005 - February 2009
Oxford Health Plans June 2005 - August 2005
MPG April 2002 - March 2005
David Yurman April 2001 - January 2002
BNY Mellon June 2000 - April 2001
Swiss Re June 1995 - June 2000
Skills
Employee Benefits, HRIS, Human Resources, Payroll, Training, Management, Personnel Management, New Hire Orientations, Policy, Accounts Payable, Insurance, Program Management, Account Management, Administrative..., Workers Compensation, COBRA, Administration, FMLA
Education
Saint John's University
Associates Degree, Business Administration
Stella Maris High School 1985 — 1988
Regents Diploma, Business
Theorem Clinical Research January 2015 - Present
BNY Mellon July 2013 - December 2013
Bestfield Homes June 2008 - August 2012
YMCA August 2010 - June 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Troubleshooting, Teamwork, Windows, Team Leadership, Computer Hardware, Time Management, Research, Leadership, Outlook, Electronics, Public Speaking, Social Media, Project Management, Photoshop, HTML
Education
Saint Joseph's University 2012 — 2016
Bachelor of Science, Business Administration and Management, General, Senior
BNY Mellon August 2014 - Present
Army National Guard April 2008 - Present
Leadnomics November 2013 - May 2014
Thomas Jefferson University Hospitals May 2012 - February 2013
Bank of America June 2011 - September 2011
Skills
Access, Military Experience, Financial Analysis, Banking, Training, Employee Benefits, Leadership, Project Planning, Human Resources, Military, Accounting, Invoicing, Data Analysis, Financial Reporting, Microsoft Office, Finance, SAP, Tax Preparation, Analysis, Microsoft Excel, Organizational..., Team Leadership, Process Improvement, Customer Service, PowerPoint, Account Reconciliation, Accounts Payable, QuickBooks
Education
Saint Joseph's University 2011 — 2014
Bachelor of Science, Accounting and Computer Science
Cheltenham High School 2006 — 2008
GED
BNY Mellon October 2013 - Present
ADP May 2013 - September 2013
A1 Exotics 2012 - 2013
Skills
Financial Services, Business Analysis, Financial Modeling, Financial Reporting, Risk Management, Finance, Financial Analysis, Economics, Equities, Banking, Derivatives, Financial Risk, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
BNY Mellon December 2014 - Present
Lesko Contracting, Inc April 2003 - December 2014
AlphaLab Gear August 2013 - August 2014
Saint Joseph's University August 2009 - May 2013
SV Angel June 2012 - August 2012
Elias/Savion Advertising January 2012 - January 2012
Skills
Business Intelligence, Marketing Strategy, Marketing Communications, Market Research, Statistics, Business Statistics, Carpentry, Piano, Rowing, Team Leadership, Team Management, Marketing Research
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Marketing and Business Intelligence
Central Catholic High School 2005 — 2009
J.P. Morgan August 2014 - Present
ING Financial Partners October 2012 - January 2014
BNY Mellon May 2013 - August 2013
Dancker, Sellew & Douglas April 2012 - August 2012
Estee Lauder Co October 2011 - January 2012
Skills
Accounting, Sales, Microsoft Excel, Microsoft Office, Management, Time Management, PowerPoint, Microsoft Word, Social Media, Public Speaking, Finance, Research, Marketing, Analysis, Social Networking, Financial Analysis, Facebook, Teamwork
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Finance and Accounting, Sophomore
Continental Resources May 2015 - Present
JPMorgan Chase & Co. December 2014 - April 2015
BNY Mellon May 2014 - December 2014
Northwestern Mutual December 2012 - May 2014
Saint Joseph's University August 2010 - May 2014
NAVAIR Lakehurst May 2012 - August 2012
Lambert Restaurant July 2010 - August 2011
Casel's Supermarket June 2006 - August 2009
Skills
Analysis, Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Risk Management, Finance, Long-term Care, Fixed Annuities, Insurance, Team Leadership, Customer Service, Public Speaking, Strategic Financial..., Educational Leadership, Team Building
Education
Saint Joseph's University 2010 — 2014
Saint Joseph University 2010 — 2014
Finance
Robbinsville High School 2006 — 2010
High School Diploma
BNY Mellon December 2011 - Present
Patrons of TNAC, Inc. January 2011 - June 2012
Windcrest Discovery Investments LLC May 2008 - December 2010
Hedge Fund January 2000 - December 2006
Dryden Partners LLC March 1997 - January 2000
Skills
Negotiation, Business Development, Team Building, Strategic Planning, Financial Modeling, Forecasting, Budgets, Accounting, Analysis, Finance, Software Documentation, Financial Reporting, Strategic Financial..., Portfolio Management, Management, Investments, Marketing, Auditing
Education
Sacred Heart University 1992 — 1998
MBA, Finance, Economics, Accounting
Nemours August 2014 - Present
Nemours August 2014 - Present
BNY Mellon October 2012 - July 2014
Foundry9 June 2012 - October 2012
BNY Mellon January 2009 - June 2012
PNC Global Investment Servicing January 2009 - June 2010
University of Delaware January 2004 - December 2008
Mount Sinai School of Medicine September 2001 - December 2003
Avaya March 1998 - September 2001
Rutgers University 1997 - 1998
Skills
Visio, SDLC, MS Project, Program Management, Troubleshooting, SharePoint, Project Management, IT Management, Information Technology, Communication, Client Service Oriented, Requirements Gathering, Business Requirements, Leadership, Management, PMO, Budgets, Disaster Recovery, Software Project..., Integration, Software Documentation, Requirements Analysis, IT Operations, IT Service Management, PMP, Risk Management, Project Portfolio..., Communication Skills
Education
Rutgers University-New Brunswick 1993 — 1997
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Communication, Political Science
BNY Mellon October 2013 - Present
Susquehanna International Group September 2009 - June 2011
Skills
Series 7, Bloomberg, Capital Markets, Options, Equity Trading, Trading, Hedge Funds, Equities, Derivatives, Financial Markets, Series 63, Fixed Income
Education
St. Joseph's University 1994 — 1998
Fine Arts
The Lawrenceville School 1993 — 1994
The Episcopal Academy 1987 — 1993
BNY Mellon July 2015 - Present
Morgan Stanley Wealth Management April 2014 - July 2015
SS&C GlobeOp March 2013 - April 2014
UBS Wealth Management February 2011 - February 2013
Fairholme Capital Management, LLC 2008 - 2010
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Series 7, Bloomberg, Mutual Funds, Financial Services, Fund Administration, Investor Relations, Equities, Asset Allocation, Series 66, Morningstar, Separately Managed..., High Net Worth..., Client Service Oriented, Consolidated Reporting, Restricted Stock, Fund Of Funds, Investment Advisory, Options, Investment Strategies, Investments, Bloomberg Terminal, Institutional..., Wealth Management..., Corporate Actions, Credit, Loans, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Millburn Senior High School-Millburn, NJ. 2000 — 2004
Federal Reserve Bank of New York April 2014 - Present
BNY Mellon February 2012 - April 2014
BNY Mellon September 2011 - February 2012
U.S. Army November 2006 - March 2010
Skills
Microsoft Office, Account Reconciliation, Fund Administration, Mutual Funds
Education
Sacred Heart University 2003 — 2006
Bachelor's Degree, Finance
BNY Mellon November 2013 - Present
QuickSilva Title October 2012 - November 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Research
Education
Saint Joseph's University 2008 — 2012
The Washington Center
wayland high school
wayland high school
BNY Mellon June 2014 - Present
TD Ameritrade June 2013 - August 2013
Skills
Java, SQL, Linux, Spring MVC, SDLC, Dojo, HTML, CSS, JavaScript, Microsoft SQL Server, Spring Framework, MySQL, Web Services, C++, Web Development, Eclipse
Education
Rutgers University-New Brunswick 2010 — 2014
BA, Computer Science
RBC Capital Markets July 2015 - Present
JPMorgan Chase April 2014 - July 2015
BNY Mellon September 2013 - April 2014
MobileDevice Developers (startup) October 2012 - July 2013
JP Morgan Chase 2009 - July 2012
UPSEU (United Public Service Employees Union) September 2009 - December 2009
BNY Mellon 2007 - 2008
Skills
Investment Banking, Financial Analysis, Fixed Income, Bloomberg, Securities, Portfolio Management, Mutual Funds, Investments, Bonds, Trading, Accounting
Education
St. Bonaventure University 2004 — 2009
BBA, Finance and Economics
BNY Mellon 1979 - 2013
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Math and French Education
BNY Mellon June 2013 - Present
JPMorgan Chase February 2010 - June 2013
JPMorgan Chase July 2007 - February 2010
Victoria's Secrets Stores December 2005 - June 2007
Skills
Banking, Loans, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Credit, Mortgage Lending, Financial Analysis, Small Business Lending, Loan Origination, Cash Management, Securities, Bloomberg, Mutual Funds, Financial Services, Leadership
Education
Rutgers, The State University of New Jersey-Newark
Economics
UMB Fund Services March 2013 - Present
BNY Mellon May 2001 - September 2012
PNC Global Investment Services 2001 - July 2010
Livetrade.com 2000 - 2001
Standard & Poors 1995 - 2000
Advent Software 1992 - 1995
Skills
New Business Development, Sales Management, Private Equity, Business Development, Business Planning, Sales, Public Speaking, Market, Alternative Investments, Investments, Financial Services, Hedge Funds, Fund Of Funds, Valuation, Mutual Funds, Equities, Asset Managment, Fund Accounting, Relationship Management, Series 7, Global Custody, Back Office
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Philosophy, Finance
Atlantic City High School
CSC June 2015 - Present
CSC September 2013 - June 2015
New York Life Insurance Company June 2011 - 2013
BNY Mellon June 2010 - June 2011
Prudential Financial June 2008 - June 2010
Liz Claiborne September 2009 - December 2009
Rutgers University January 2009 - November 2009
Rutgers University 2007 - 2009
Skills
Product Marketing, Marketing Strategy, Business Development, Strategic Partnerships, Strategic Planning, Design Strategy, Program Management, Product Management, Project Management, Vendor Management, Customer Experience, Market Research, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Data Analysis, Accounting, Microsoft Excel, Self-driven, Analysis, Valuation, Risk Management, Bloomberg, Corporate Finance, Portfolio Management, Access, Bloomberg Terminal, Auditing, Financial Accounting, Strategic Financial..., PowerPoint, Microsoft Office, Business Strategy, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science, Finance
BNY Mellon December 2006 - Present
Capmark (MortgageRamp) November 2002 - October 2006
PNC Real Estate Finance April 2001 - October 2002
Madison Real Estate Technologies August 1999 - September 2000
Chase Manhattan Bank (Chemical Bank) September 1987 - June 1999
Skills
Valuation, Financial Modeling, Due Diligence, Banking, Bridge Loans, Real Estate Financing, Commercial Real Estate, Project Finance, Construction Loans, Portfolio Management, Asset Managment, Securitization, Capital Markets, Real Estate Economics, Finance, Loan Origination, Credit, Financial Structuring, Leveraged Finance, Asset Management, Real Estate
Education
Saint Bonaventure University 1979 — 1983
BA
Briarcliff High School 1975 — 1979
Macquarie Energy LLC October 2012 - Present
BNY Mellon June 2011 - June 2012
Sidley Austin LLP June 2007 - August 2010
Virginia General Assembly January 2007 - April 2007
Central Virginia Legal Aid Society Spring 2005 February 2005 - April 2005
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Legal Writing, PowerPoint, Financial Analysis, Finance, Legal Research, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
MBA, Finance
University of Richmond 2003 — 2007
BA, Political Science
Dartmore Institute 2006 — 2006
European History
Fidelity Investments July 2014 - Present
Fidelity Investments July 2014 - Present
Audible.com July 2013 - Present
Radus Tek Services January 2013 - April 2013
BNY Mellon 2005 - 2006
Skills
Excel, Pivot Tables, V-Lookup, VBA, Macros, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.Sc.), Finance
Merrill Lynch June 2014 - Present
OTC Markets Group Inc. September 2010 - January 2013
BNY Mellon June 2009 - December 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Financial Analysis, Project Management, Bloomberg Terminal, Sales, Asset Management, Program Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Bachelor's degree, Finance, General
University of Cincinnati 2003 — 2007
Sewing Scool Studio June 2014 - Present
Weichert July 2008 - Present
Montclair State University 2008 - 2009
Burgdoff Realtors February 2005 - July 2007
BNY Mellon 1999 - 2001
Nanostructured Materials Journal 1991 - 1998
Skills
Sellers, Residential Homes, Referrals, Negotiation, Marketing Communications, Community Outreach, Content Strategy, Organizational..., Entrepreneurship, Communication, Adult Education, Instructional Technology, Special Education, Sewing, Conference Organization, International..., Personal Finance, Early Childhood..., High School Students, University Teaching, University Relations
Education
Teachers College of Columbia University 1994 — 1995
Master's degree, Early Childhood Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Applied Science (BASc), Family and Consumer Sciences/Human Sciences Communication
Port Authority of NY & NJ July 2014 - Present
Ernst & Young March 2011 - Present
BNY Mellon 2010 - 2011
ING Nederland June 2008 - May 2010
SAP September 2007 - November 2007
Holcim September 2005 - May 2006
Finacle Core Banking June 2004 - September 2005
Infosys March 2003 - June 2004
Skills
SDLC, Business Analysis, Solution Architecture, Business Process..., IT Strategy, Business Process..., Agile Project Management, Software Project..., Requirements Gathering, Business Process, Requirements Analysis, Relationship Management, Outsourcing, PMO, SAP, Analytics, Pre-sales, Vendor Management, Risk Management, Business Process Design, Gap Analysis, Business Transformation, Change Management, Project Management, Governance, Leadership, ERP, Business Intelligence, Project Portfolio..., Management Consulting, Stakeholder Management, Team Management, PMP, Project Delivery, Consulting, Management
Education
S.P. Jain Institute of Management & Research
MBA
Virginia Polytechnic Institute and State University
Master of Information Technology
Visvesvaraya Technological University
Bachelor of Engineering, Information Science and Engineering
Boston Globe Media August 2014 - Present
BNY Mellon September 2013 - September 2014
Columbia University in the City of New York February 2013 - August 2013
Microsoft , Mercedes-Benz ,Flight Path September 2010 - January 2013
Skills
AngularJS, Web Development, CSS, PHP, jQuery, JavaScript, HTML, User Experience, MySQL, HTML 5, HTML5, Social Media, SEO, Photoshop, Photography, Illustrator, Adobe Creative Suite, CSS3 `, J2EE, Jenkins, Git/SVN, SASS, Liferay, Public Speaking, Data Visualization, Node.js, User Interface, Management
Education
Rutgers University-New Brunswick
Computer Science
Sumitomo Mitsui Banking Corporation May 2015 - Present
Sumitomo Mitsui Banking Corporation December 2011 - April 2015
ALPFA Rutgers-Newark September 2012 - August 2013
Vector Marketing May 2011 - July 2011
BNY Mellon October 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, NetExchange, Mainframe, Windows 95, Microsoft Windows 98, Windows 2000, Windows XP Pro, Windows Vista, Windows 7, Lotus Notes, Oracle Applications, Oracle Discoverer, Microsoft Office, Accounts Payable, Accounting, Sales, Teamwork, Customer Service, Time Management, Financial Analysis, Finance, Auditing, Access
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Accounting Major, Economics Minor, & Management Information Systems Concentration, Junior
Lord Abbett & Co. LLC January 2001 - November 2014
Maple Partners USA Inc May 1998 - December 2000
BNY Mellon May 1996 - May 1998
Fidelity Investments September 1992 - May 1996
Skills
Equities, Bloomberg, Microsoft Excel, Wealth Management, Financial Services, SMA, Personal Portfolio..., UMA, Tax Trading, Model Portfolios, ETFs, Trading, Securities, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Bishop Ford CCHS 1982 — 1986
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Integrated Financial Partners April 2013 - Present
IFP March 2011 - April 2013
BNY Mellon September 2001 - March 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Securities, Investments, Financial Services, Finance, Fixed Income, Bloomberg, Equities, Microsoft Excel, Financial Analysis
Education
Saint Anselm College 1997 — 2001
Bachelors, Financial Economics
BNY Mellon April 2014 - Present
Deutsche Bank January 2013 - November 2013
Deutsche Bank January 2012 - December 2012
Deutsche Bank January 2009 - December 2011
Hedgeworks LLC August 2007 - December 2008
BNY Mellon May 2006 - July 2007
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Advent, Lotus Notes, Fund Accounting, Equities, Hedge Funds, Futures, Bonds, FX Options, Swaps, Equity Swaps, Fixed Income, Fund Administration, Corporate Actions, Account Reconciliation
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business/Commerce, General
Central Catholic High School 1998 — 2002
US Army May 2015 - Present
US Army November 2014 - May 2015
BNY Mellon January 2013 - November 2014
BNY Mellon October 2010 - January 2013
Clark Dodge and Company August 2010 - September 2010
Skills
Equities, Fixed Income, Mutual Funds, Securities, Derivatives, Asset Managment, Asset Management
Education
Sacred Heart University 2007 — 2010
Bachelor of Science (B.S.), Finance, General
University of Vermont 2006 — 2007
BNY Mellon June 2015 - Present
CVISIONS Technology November 2013 - January 2015
KPMG June 2014 - August 2014
St. John’s University December 2012 - June 2014
St. John’s University June 2012 - August 2013
St. John’s University September 2011 - May 2012
Skills
Microsoft Word, Microsoft Office, Research, PowerPoint, Customer Service, Java, Microsoft Excel, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, HTML, Windows, Event Planning, AutoCAD, Time Management, SQL, Teaching, Python, Visual Studio, Eclipse, C#, MySQL, Bootstrap, XML, JSON, Oracle, PHP, NetBeans, Unix
Education
St. John's University 2011 — 2015
Bachelor's Degree, Computer Science
St. John’s University 2011 — 2015
Bachelor of Science, Computer Science
J.Crew April 2015 - Present
J.Crew June 2013 - March 2015
BNY Mellon July 2012 - May 2013
J.Crew April 2009 - January 2012
Nordstrom May 2011 - August 2011
Saint Joseph's University October 2010 - March 2011
Saint Joseph's University February 2010 - February 2011
Saint Joseph's University January 2010 - 2011
Perseus Books Group May 2010 - August 2010
Skills
Excel, Microsoft Office, PowerPoint, Critical Thinking, Writing Skills, Financial Analysis, Outlook, TAS, Corporate Trust, Corporate Finance, Municipal Bonds, AVR, Communication Skills, Lotus Notes, SLG, Facebook, Microsoft Excel, Writing
Education
Saint Joseph's University 2008 — 2012
Finance, English
Saint Joseph's University - Haub School of Business 2008 — 2012
Bachelor of Science, Business Administration; Finance
Red Bank Catholic Highschool
Protiviti March 2007 - Present
BNY Mellon December 2001 - January 2006
Skills
Internal Audit, Financial Reporting, SOX Compliancy, Investments, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Accounting and Finance
Kids Smiles Inc. December 2014 - Present
BNY Mellon May 2013 - Present
ACG Philadelphia 2013 - 2015
ACG Philadelphia 2013 - 2015
YMCA Camp Tockwogh June 2010 - June 2014
Griffin Financial Group October 2009 - April 2013
Slice Communications April 2011 - December 2012
The Keystone Equities Group March 2003 - October 2009
Emerging Growth Equities September 1999 - March 2003
Boenning & Scattergood October 1998 - September 1999
Skills
Investment Banking, Capital Markets, Series 7, Risk Management, Entrepreneurship, Mergers, Private Equity, Investments, Mergers & Acquisitions, Start-ups, Equities, Strategy, Venture Capital, Finance, Private Placements, Strategic Planning, Wealth Management, Management
Education
Saint Joseph's University
Accounting
University of Rhode Island
Business, Finance, Japanese
Villanova
Interdisciplianry Studies, Leadership
Prudential Financial June 2015 - August 2015
WBB Securities LLC September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Acotel Interactive June 2012 - August 2012
Lenovo June 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Public Speaking, Social Media, Tamil, Research, Analysis, Management, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor's Degree, Finance and Mathematics, 3.77
Montgomery High School 2008 — 2012
Booz Allen Hamilton June 2014 - December 2014
Johnson & Johnson January 2014 - May 2014
BNY Mellon June 2013 - August 2013
Reproductive Medicine Associates of New Jersey January 2013 - March 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Outlook, Customer Service, Time Management, Access, Advertising, Social Media, Teamwork, Event Planning, Social Networking, Marketing, Data Analysis, Market Research, Public Speaking
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelors of Arts, Economics
Rutgers University-New Brunswick 2011 — 2015
B.A. Economics, Economics
Bloomberg LP June 2015 - Present
Bloomberg LP June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Critical Thinking, Public Speaking, Financial Software..., Communication Skills, Creativity Skills, Time Management, Sales, Customer Satisfaction, Team Building, Customer Service, Data Entry, Finance, Teamwork
Education
Saint Joseph's University 2011 — 2015
Bachelor’s Degree, Risk Management Insurance, Finance, 3.77
Red Bank Catholic High School 2007 — 2011
Grant Thornton LLP July 2015 - Present
Grant Thornton LLP November 2014 - Present
BNY Mellon July 2013 - November 2014
BNY Mellon June 2011 - June 2013
KLS Professional Advisors, LLC January 2011 - May 2011
Disney ABC Domestic Television September 2010 - January 2011
Bloomberg September 2010 - September 2010
The Iroquois Group September 2009 - April 2010
Wegmans Food Markets, Inc May 2009 - January 2010
Greece Town Hall May 2008 - August 2008
Skills
Accounting, Microsoft Excel, Financial Reporting, General Ledger, Financial Analysis, Outlook, Access, Budgets, Internal Audit, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, TyMetrix, PeopleSoft, Catalyst, TeamMate, Anti Money Laundering, Sports Statistics, OFAC, AutoAudit
Education
Utica College 2012 — 2013
MBA, Economic Crime & Fraud Management, 3.21
Saint Bonaventure University 2006 — 2010
Bachelor's Degree, Finance, Accounting, Economics, 3.159
BNY Mellon September 2013 - Present
Transpol Inc June 2009 - September 2013
St. Joseph's University January 2011 - January 2012
Education
Saint Joseph's University 2009 — 2013
Bachelor's degree, Accounting and Finance
GLO Science Professional September 2014 - Present
ZocDoc May 2014 - September 2014
ZocDoc October 2013 - May 2014
AXA Advisors July 2013 - November 2013
Guitar Center June 2012 - August 2013
International Business Chamber of Commerce April 2012 - December 2012
BNY Mellon May 2011 - August 2011
Chartis May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Research, Marketing, Public Speaking, Customer Service, Project Management, Outlook, Email Marketing, Call Campaigns, eClinical Works, Series 7, Life, Accident, and..., Music Production, Professional Audio, Microsoft Powerpoint, Management, Analysis, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelors, Economics, 3.4 GPA
East Brunswick High School 2005 — 2007
Prudential Financial October 2014 - Present
BNY Mellon April 2014 - October 2014
Bears Baseball May 2013 - August 2013
Rutgers University August 2012 - August 2013
New Jersey Athletic Conference SAAC Club September 2010 - May 2013
Rutgers-Newark Baseball September 2009 - May 2013
Prudential Center October 2011 - March 2013
Skills
Fundraising, Management, Time Management, Sales, Finance, Baseball, Accounting, Payroll, Athletic Training, Financial Analysis, Microsoft Excel, Financial Modeling
Education
Stevens Institute of Technology 2015 — 2017
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Bachelor's degree, Finance, General
BNY Mellon 1987 - Present
Navios Maritime Holdings 2010 - 2013
Skills
Credit Risk, Portfolio Management, Fixed Income, Risk Management, Banking, Capital Markets, Credit, Credit Analysis, Financial Modeling, Financial Services, Loans, Investment Banking, Financial Risk, Commercial Banking
Education
NYU Stern School of Business 1981 — 1986
Master of Business Administration (MBA), Finance, General
Rutgers University 1976 — 1980
Bachelor of Arts (B.A.), Business Administration and Management, General
Ridgewood High School
Computershare November 2014 - Present
Computershare US November 2012 - October 2014
BNY Mellon September 2006 - November 2012
Skills
Banking, Financial Services, Business Analysis, Risk Management, User Acceptance Testing, Mutual Funds, Portfolio Management, Equities, Process Improvement, Financial Analysis, Securities, Credit, Finance, Bloomberg, Financial Modeling, Microsoft Office, Customer Service
Education
Rutgers University 2002 — 2006
BS, Marketing
BNY Mellon April 2013 - Present
Bank of New York Mellon March 2008 - April 2013
Skills
Excel, Public Speaking, Word, Customer Service, Research, Accurate Data Entry, Microsoft Word, Accounting, Team Building, Leadership, Microsoft Excel, Strategic Planning, Financial Services, Account Management, PowerPoint, Coaching, Data Analysis, Microsoft Office, Social Media, Team Leadership, Event Management, Social Networking, Marketing, Training, Management, Leadership Development, Recruiting, Event Planning, Mutual Funds, Analysis, Financial Analysis, Fundraising, Community Outreach, Outlook, Sales, Program Management, Time Management, Risk Management, Teamwork, Sports Management, Staff Development, Public Relations, Project Management, Account Reconciliation, Insurance, Marketing Communications, Higher Education, Sports, Salesforce.com, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science (B.S.), Exercise Science
Bayonne High School 1999 — 2003
Ralph Lauren July 2013 - Present
Ralph Lauren November 2012 - June 2013
IPPOLITA March 2011 - October 2012
BNY Mellon September 2010 - February 2011
The Nanz Company April 2009 - February 2010
Rosen Seymour Shapss Martin & Company LLP 2006 - 2009
Skills
Accounting, Auditing, Internal Controls, Forecasting, Financial Statements, QuickBooks, Budgets, Accounts Payable, Accounts Receivable, Payroll, Finance, Microsoft Excel, Navision, Fishbowl, GAAP, SAP, Account Reconciliation, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, General Ledger
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2006
MBA in Professional Accountng, Accounting, Tax Accounting & Law, Business Analysis
University of Michigan 1998 — 2002
Bachelors of Arts, Econcomics, Microeconcomic & Macroeconomic theory
BNY Mellon October 2013 - Present
Stages Arts Initiative April 2013 - December 2013
Susquehanna Bank August 2009 - October 2013
Eclipse Pharmaceuticals, LLC. May 2009 - August 2009
Clarks August 2008 - July 2009
The First National Bank of Chester County July 2006 - April 2008
Regal Entertainment Group May 2002 - January 2006
Skills
Sales, Customer Service, Microsoft Excel, Insurance, Customer Satisfaction, Public Speaking, Microsoft Office, Banking, Risk Management, Microsoft Word, PowerPoint, Outlook, Coaching, Problem Solving, Team Leadership, Training, Research, Inventory Management, Management, Leadership, Marketing, Financial Analysis, Finance, Accounting
Education
Saint Joseph's University 2009 — 2012
Bachelor of Science (B.S.), Humanities
Saint Joseph's Prep 1998 — 2002
Cheung Kong Graduate School of Business 2012 - Present
Rutenberg Realty, Inc. 2010 - Present
BNY Mellon 2007 - 2009
Palmeri Fund Administrators 2005 - 2006
Integrated Strategies, Inc. 2000 - 2005
KPMG US 1996 - December 1999
Skills
Due Diligence, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Account Reconciliation, Financial Modeling, Valuation, Real Estate, Auditing, Corporate Finance, Asset Management, Strategic Financial..., Finance, Certified Public..., Internal Audit, Risk Management, Strategy, Management Consulting, Budgets
Education
St. John's University
Master of Business Administration (MBA), Public Accounting, 3.6+
Seton Hall University
Bachelor's of Science, Business Administration - Economics Major
BNY Mellon November 2014 - Present
BNY Mellon April 2010 - November 2014
BNY Mellon June 2006 - March 2010
Skills
Finance, Mutual Funds, Risk Management, Financial Services, ETFs, Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Valuation, Bloomberg, Private Equity
Education
Middlesex County College 2015 — 2016
Certificate of Achievement, Accounting
Rutgers University-New Brunswick 2003 — 2006
Bachelor of Science, Economics
Prudential Financial August 2015 - Present
BNY Mellon June 2014 - August 2014
Johnson & Johnson June 2013 - February 2014
JPMorgan Chase June 2012 - January 2013
Skills
Finance, Microsoft Excel, Access, Leadership, Teamwork, Data Analysis, Analysis, Accounting, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Economics, Financial Reporting, Portfolio Management, SAP, Risk Management
Education
Rutgers University 2011 — 2015
BS, Finance
BNY Mellon December 2011 - Present
BNY Mellon June 2009 - November 2011
The Bank of New York Mellon October 2006 - May 2009
JPMorgan Chase February 2005 - October 2006
MSX International March 1999 - February 2005
Fundacao Coppetec January 1998 - February 1999
Petroleo Ipiranga January 1996 - December 1997
Núcleo de Computação Eletrônica - NCE/UFRJ March 1993 - December 1997
Skills
Business Analysis, Equities, Portfolio Management, Fixed Income, SDLC, Asset Managment, Banking, Vendor Management, Financial Analysis, Project Management, Brazilian Portuguese, Jeitinho Brasileiro, Program Management, Process Improvement, Management, Finance, Product Management, Asset Management, Requirements Analysis, Business Requirements, Quality Assurance, Requirements Gathering, Strategy, Software Project..., Business Process, Integration, Analysis, Leadership, Software Documentation, Financial Services, Risk Management, Testing, Forecasting, Mergers & Acquisitions, PMO, Project Portfolio...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Executive MBA, Finance
Universidade Federal do Rio de Janeiro 1992 — 1998
B. Sc., Computer Science
AXA Distributors April 2013 - Present
BNY Mellon January 2013 - April 2013
Arjent LLC October 2011 - December 2012
Chwat & Company January 2009 - June 2009
Skills
Equities, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Word, Licensing, Legal Research, Series 7, Series 66, Lobbying, Private Equity, High Net Worth..., Cpr Certified, Bloomberg Terminal, Bond Funds, Uniform Combined State...
Education
Saint Joseph's University 2006 — 2010
Bachelor of Liberal Arts, Political Science
Pershing, a BNY Mellon company September 2014 - Present
BNY Mellon 2011 - Present
Skills
CRM, Account Management, New Business Development, Sales, Relationship Management, Strategy, Business Development, Customer Retention, Sales Presentations, Market Research, Leadership, Portfolio Management, Business Strategy, Strategic Planning, Strategic Partnerships, Salesforce.com, Vendor Management, Marketing, Banking, Financial Services, Equities
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
MBA
University of Pennsylvania 1999 — 2003
BA
BNY Mellon October 2012 - Present
MacKay Shields August 2012 - October 2012
Swapclear, LCH Clearnet January 2012 - July 2012
Inverness Counsel LLC March 2010 - December 2011
KBW January 2009 - March 2010
Broadridge November 2008 - December 2008
Macquarie Bank April 2008 - October 2008
U.S. Trust June 2003 - April 2008
U.S. Trust Co. NA June 2001 - June 2003
U.S. Trust Co. NA March 2000 - June 2001
Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments
Education
Sacred Heart University 1991 — 1994
MBA, Finance
Sacred Heart University 1984 — 1987
BS, Finance and Business Administration
BNY Mellon November 2014 - Present
BNY Mellon September 2013 - April 2015
BNY Mellon May 2012 - September 2013
Nassau Community College August 2011 - May 2012
Suffolk County Community College January 2011 - May 2012
Charles M. Clark, Consulting June 2010 - January 2012
Gateway College February 2011 - May 2011
American Dental Partners February 2005 - January 2009
TASC September 2002 - February 2005
Skills
Report Writing, Strategic Communications, Group Presentations, Demonstration Skills, Instructor-led Training, Economics, Econometrics, Eviews, Financial Analysis, Variance Analysis, Monthly Reporting, Analysis, Microsoft Excel, Financial Modeling, Quantitative Analytics, Public Speaking, Training, Project Management, Finance, Statistics, Policy, Risk Management, Policy Analysis
Education
The New School 2009 — 2011
MA, Economics
Saint Anselm College 1996 — 2000
BA, Politics
BNY Mellon December 2011 - Present
Bridgewater Associates March 2007 - December 2011
Moodys Investment Services June 2006 - March 2007
IFS July 2003 - June 2006
Think Direct Marketing September 2000 - July 2003
InterWorld Corp May 1999 - September 2000
Sybase Professional Services May 1995 - April 1999
Electronic Retailing Systems Inc. February 1994 - April 1995
Sybase Professional Services September 1992 - January 1994
Skills
Agile Methodologies, Business Analysis, C#, Data Modeling, Data Warehousing, Database Design, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, IT Strategy, Java, Microsoft SQL Server, Quality Assurance, Management, SDLC, SQL, Servers, Sybase, T-SQL
Education
Sacred Heart University 1984 — 1989
Bachelor of Science, Computer Science
Sacred Heart University 1985 — 1989
Bachelor of Science (B.S.), Computer Science
BNY Mellon May 2015 - Present
Prudential Investments December 2013 - Present
J.P. Morgan Asset Management October 2013 - December 2013
Lord Abbett July 2011 - July 2013
Deutsche Bank / RREEF Alternative Investments 2005 - June 2011
Deutsche Bank / Absolute Return Strategies 2002 - 2005
Deutsche Asset Management 2001 - 2003
Lazard Asset Management 2000 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investments, Mutual Funds, Derivatives, Bloomberg, Series 7, Financial Services, Securities, Series 24, Series 66, Institutional..., CRM databases, Process Improvement, Marketing, Marketing Strategy, Market Research, Sales Management, Real Estate, Real Estate Development, Private Equity, Fund Of Funds, Asset Allocation, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics / German
Goethe Institute 1998 — 1999
Zertifikat Deutsch für den Beruf, Business German
Chatham High School 1992 — 1995
Deutsche Bank November 2013 - Present
Deutsche Bank November 2010 - October 2013
BNY Mellon February 2008 - May 2010
HSBC Private Bank June 2005 - September 2007
JPMorgan Chase June 1996 - December 2004
Skills
Client Development, Risk Mitigation, Global Trade Settlements, Risk Management, Trading, Banking, Relationship Management, Settlement, International Trade, Financial Services, Financial Risk, FX Options, Middle Office
Education
Saint John's University 1986 — 1990
B.S., Business Marketing
St. John's University 1986 — 1990
B.S., Business Marketing
St. Francis Preparatory H.S. 1982 — 1986
High School, College Preparatory
St. Francis Preparatory H.S. 1982 — 1986
Winged Keel Group 2011 - Present
BNY Mellon 2009 - 2011
CIFG 2004 - 2009
Merck 2000 - 2004
GE Capital 1999 - 2000
Skills
VB.NET, ASP.NET, Microsoft SQL Server, Crystal Reports, VBA, Oracle, Project Management, Scrum, Agile & Waterfall..., Financial Services, Financial Reporting, Software Development, Process Improvement, Business Analysis, Leadership, Sybase, Team Leadership, SDLC, Analysis, Management, Fixed Income, Vendor Management, Capital Markets
Education
Bernards High School
Bernards High School
Rutgers University
Bachelor's degree
State Street Alternative Investment Solutions February 2015 - Present
State Street February 2014 - February 2015
BNY Mellon July 2011 - February 2014
BNY Mellon February 2008 - July 2011
BNY Mellon February 2007 - January 2008
Skills
Hedge Funds, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments, Transfer Agency, Client Delivery, InvestOne, Partnership Accounting, Investor Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Bachelor of Science (BSc), Business/Managerial Economics
BNY Mellon October 2010 - Present
The Bank of New York June 2000 - October 2010
Skills
Fixed Income, Securities, Equities, Mutual Funds, Capital Markets, Derivatives, Management, Hedge Funds, Investments, Alternative Investments, Financial Services, Portfolio Management, Risk Management, Banking, Bloomberg, Asset Management, Financial Markets, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey-Newark
MBA, International Business
BNY Mellon August 1999 - Present
Prudential Insurance February 1998 - August 1999
Education
Rutgers University-New Brunswick 1989 — 1994
BNY Mellon April 2015 - Present
DNB Bank ASA May 2010 - April 2015
SunGard 2007 - 2010
Glenpoint Capital Partners, LLC January 2006 - February 2007
Skills
Compliance, AML, Securities, Trading, Equities, Risk, Securities Regulation, Capital Markets, Financial Risk, Derivatives, Hedge Funds, Series 7, Series 24, Risk Management, Operational Risk, Fixed Income, Equity Trading, Corporate Governance, FINRA, Mutual Funds, Options, Financial Services, Asset Management, Due Diligence, Financial Regulation
Education
The George Washington University Law School 1995 — 1998
J.D., Law
Rutgers University-New Brunswick 1990 — 1994
BA, Philosophy/English
Acadaca Internet Solutions June 2007 - Present
BNY Mellon July 2006 - June 2007
Johnson & Johnson 2004 - 2006
Skills
Management, E-commerce, SEO, Project Management, Strategy, Information Architecture, Web Analytics, HTML 5, Magento, User Experience
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (BS), Computer Science
BNY Mellon June 2012 - Present
Barclays Capital June 2009 - May 2012
Morgan Stanley March 2000 - May 2009
Skills
Trading Systems, Derivatives, Electronic Trading, Equities, Fixed Income, Quantitative Finance, Investment Banking, Capital Markets, Options, Trading System, Trading, Market Data, Bloomberg, Credit Risk, Interest Rate..., Hedge Funds, Financial Modeling, Valuation, FX Options, Equity Research
Education
Rutgers University-New Brunswick 1996 — 2000
Master, Computer Science, Industrial Engineering
Tsinghua University 1990 — 1995
B.S., Automation
BNY Mellon April 2001 - Present
Lehman Brothers January 1993 - April 2001
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Bonds, Management, Sales, Securities, Investments
Education
Rutgers University-New Brunswick
BA, Economics, Education
University of York 1990 — 1991
Economics / Education
HSBC Global Banking and Markets June 2014 - Present
BNY Mellon August 2010 - June 2014
BNP Paribas Investment Partners September 2007 - September 2010
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Swaps, Equities, Asset Managment, FX Options, Financial Markets, Equity Derivatives, Cleared Derivatives, Dodd-Frank, Securities, Alternative Investments, Asset Management, Bonds, Credit Derivatives
Education
Rutgers University
Bachelor's degree, Economics
Credit Suisse 2004 - 2014
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1992 - 2000
BNY Mellon 1982 - 1992
BNY Mellon 1980 - 1982
Skills
Investments, Capital Markets, Fixed Income, Portfolio Management, Private Banking, Derivatives, Bonds, Investment Banking, Trading, Equities, Hedge Funds
Education
Villanova University
Bachelor of Science (BS)
Rutgers University
Master of Business Administration (MBA)
BNY Mellon January 2006 - Present
PNC Global Asset Servicing September 2000 - December 2005
PNC Global Asset Servicing July 1995 - August 2000
Skills
Fund Administration, Accounting, Fund Accounting, Financial Reporting, Auditing, Internal Controls
Education
Saint Joseph's University 1991 — 1995
Bachelor's degree, Accounting
CohnReznick LLP October 2012 - Present
CohnReznick LLP December 2007 - October 2012
BNY Mellon May 2005 - December 2007
AIG SunAmerica October 2003 - May 2005
Skills
Financial Reporting, Accounting, Finance, Management, Financial Analysis, Financial Accounting, SEC filings, Tax, Due Diligence, Forecasting, General Ledger
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2003
BA, Economics
TIAA-CREF May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNY Mellon April 2010 - July 2011
Credit Suisse July 2007 - March 2010
Citigroup January 1986 - July 2007
Education
Rutgers University-New Brunswick 1981 — 1985
Economics, Finance and Accounting
BNY Mellon 2009 - 2013
Deutsche Bank September 2000 - March 2009
Deutsche Bank 2000 - 2002
CIBC World Markets 1985 - 2000
Skills
Financial Reporting, Financial Services, Accounting, US GAAP, IFRS, External Audit, Financial Analysis, Asset Managment, Sarbanes-Oxley, Corporate Finance, Risk Management, Finance, Due Diligence, Investments, Mergers, Banking, Hedge Funds, Credit, Internal Audit, Business Process..., Equities, Fixed Income, Internal Controls, Governance, Financial Markets, Investment Banking, Capital Markets, Auditing, Derivatives, Asset Management, Valuation, Private Equity, Financial Risk, Bloomberg, Securities, Structured Finance, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark
BA, Liberal Arts
Seton Hall University
MBA, Accounting
BNY Mellon October 2007 - Present
BNY Mellon November 2006 - October 2007
JPMorgan Chase January 2005 - July 2006
JPMorgan Chase August 1999 - December 2004
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts (B.A.), Economics
Bank of New York Mellon April 2000 - Present
BNY Mellon 2000 - Present
Education
Rutgers, The State University of New Jersey-Newark 1971 — 1975
BA, French
New York University January 2013 - Present
The Bank of New York Mellon September 2002 - 2012
BNY Mellon September 2002 - January 2008
Gruntal LLC 1990 - 2001
Bankers Trust and Global Processing Alliance 1983 - 1990
Skills
Financial Accounting, Change Management, Procedures Manuals, Contract Negotiations, Team Leadership, Information Risk..., Performance..., Financial Reporting, Documentation, Data Resource Management, ERP, Organizational..., Change Leadership, Accounts Payable, General Ledger, Fixed Assets, Project Implementation, PeopleSoft, Business Continuity, Operations Management, C-Suite Interaction, Financial Close Process, Internal Controls, Successful Audits, Enterprise Solutions, Risk Management, Mergers & Acquisitions, Outsourcing, Quality Assurance, Financial Modeling, Mergers, Policy, Process Improvement, Financial Analysis, Program Management, Business Intelligence, Management, Strategic Planning, Cross-functional Team..., Sarbanes-Oxley Act, Forecasting, Financial Risk, Business Process..., Vendor Management, IFRS, Hyperion Enterprise, Finance, Managerial Finance, Financial Services, Auditing
Education
Rutgers, The State University of New Jersey-Newark
BA, Accounting
BNY Mellon September 1998 - Present
Skills
SDLC, Software Project..., Business Analysis, Microsoft SQL Server, PMP, SQL, Software Development, Visio, Requirements Gathering, Requirements Analysis, Agile Methodologies, Databases, Business Requirements, Data Warehousing, Informatica, PL/SQL, Testing, User Acceptance Testing
Education
St. John's University
BNY Mellon November 2012 - Present
Morgan Stanley May 2006 - November 2012
Merrill Lynch April 1997 - May 2006
Skills
Strategy, Equities, Fixed Income, Portfolio Management, Securities, Banking, Credit, Risk Management, Business Analysis, SDLC, Product Management, Competitive Analysis
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
Bachelors, Marketing
STV April 2015 - June 2015
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Bonelli & Associates December 2014 - April 2015
New York Life Insurance Company November 2013 - September 2014
BNY Mellon February 2010 - October 2013
H&R Block 2011 - 2013
Bank of New York Mellon June 2008 - December 2009
Bank of New York Mellon December 2006 - December 2009
Bank of New York Mellon December 2006 - June 2008
Deutsche Asset Management April 2000 - April 2005
Skills
Equities, Portfolio Management, Account Reconciliation, Accounting, Fixed Income, Bloomberg, Mutual Funds, Financial Services, Trading, Cash Flow, Options, Tax, Software Documentation
Education
St. John's University 1993 — 1996
M. B. A, Accounting, 3.44 GPA
Saint John's University 1992 — 1996
MBA, Accounting
S.U.N.Y. @ BUFFALO 1981 — 1984
B.S, Business Administration
General Douglass MacArthur High School 1976 — 1979
Regents Diploma, Various
BNY Mellon December 2005 - Present
Biovail Pharmaceuticals 2004 - 2005
Deutsche Bank 1997 - 2002
Skills
Finance, Due Diligence, Financial Services, Strategy, Analysis, Management, Forecasting, Investment Banking, Financial Reporting, Bloomberg, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2002
MBA, Finance/Accouning
Holy Cross College
BA, Economics
HSBC October 2010 - Present
Sun National Bank October 2004 - October 2010
Washington Mutual Bank (Acquired by JP Morgan Chase) May 2002 - October 2004
PNC November 1998 - May 2002
BNY Mellon July 1994 - November 1998
Skills
Commercial Banking, Middle Marker Corporate..., Credit, Commercial Lending, Asset Based Lending, Banking, Credit Analysis, Middle Market, Corporate Banking, Lines Of Credit, Portfolio Management, International Banking..., Credit Risk, Loans, Financial Structuring, Cash Flow Lending, Financial Risk, Underwriting, Capital Markets, Cash Management
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2001
Master of Business Administration (M.B.A.), International Finance
Rutgers, The State University of New Jersey-Newark 1995 — 1998
Master of Arts (M.A.), Economics
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Computershare January 2012 - Present
Warm Hands Healing Heart, LLC May 2009 - Present
BNY Mellon February 2001 - December 2011
Cortiva Institute October 2008 - April 2009
Skills
Securities, Corporate Actions, Therapeutic Massage, Financial Services, Sports, Relationship Management, Process Improvement, Mergers & Acquisitions, Mutual Funds, Customer Service, Risk Management, Finance, Banking, Equities, Financial Analysis, Investments, Investor Relations, Portfolio Management
Education
The PetMassage Institute 2010 — 2010
Canine Massage
Cortiva Institute - Somerset School of Massage Therapy 2008 — 2009
Massage Therapy
Rutgers University-New Brunswick 1981 — 1989
Bachelor, Psychology
Roselle Catholic High School 1976 — 1980
College Prep
BNY Mellon September 2011 - Present
BNY Mellon April 2009 - September 2011
Skills
Business Analysis, Microsoft Office, SDLC, User Acceptance Testing, Process Improvement, Requirements Gathering, Financial Services, Quality Assurance, Software Documentation, Testing, Requirements Analysis, Data Analysis, Business Requirements, Management, Regression Testing, Software Project..., Vendor Management
Education
Saint Anselm College 1983 — 1987
BA, Psychology
BNY Mellon December 1998 - April 2010
Meritor PSFS July 1986 - December 1992
Skills
Finance, Portfolio Management, Financial Risk, Financial Modeling, Banking, Cash Management, Financial Analysis, Credit, Credit Risk, Commercial Banking, Treasury Management, Bloomberg, Loans, Credit Analysis, Corporate Finance
Education
Saint Joseph's University
BS, Accounting
Villanova University
MBA
BlackRock January 2015 - Present
Bank of America June 2014 - December 2014
BNY Mellon November 2012 - February 2013
State Street Corporation June 2008 - May 2011
Sam Tee International, Inc June 2006 - September 2006
Skills
Bloomberg, Equities, Fund Accounting, Swaps, Excel, Options, Futures, foreign exchange, Portfolio Accounting...
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Bachelor of Science, Finance, 3.45
AllianceBernstein May 2007 - Present
Neuberger Berman May 2005 - May 2007
BNY Mellon March 2004 - May 2005
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investment Management, Securities Regulation, Financial Services, Investments
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2003
Bachelor of Science (B.S.), Finance
BNY Mellon May 2001 - Present
Summit Bank, (acquired by United Jersey Bank) April 1984 - May 2001
Skills
Capital Markets, Securities, Fixed Income, Bonds, Series 7, Mutual Funds, Alternative Investments, Banking, Financial Analysis, Bloomberg, Risk Management
Education
Rutgers, The State University of New Jersey-Newark
BNY Mellon November 1998 - Present
First Chicago NBD August 1996 - December 1998
Prudential Insurance February 1987 - September 1995
Skills
Fixed Income, Bonds, Bloomberg, Municipal Bonds, Securities, Portfolio Management, Asset Allocation, Mutual Funds, Asset Managment
Education
Rutgers Graduate School of Management 1987 — 1991
MBA, Finance, Investments
Rutgers University 1981 — 1985
BA, Economics, English
Montclair Board of Education 2010 - Present
Montclair Fund for Educational Excellence 2006 - Present
BNY Mellon 1999 - 2006
Deutsche Bank 1993 - 1999
Paine Webber 1991 - 1993
Dillon Read Capital Management 1989 - 1991
Drexel Burnham Lambert 1985 - 1989
Bankers Trust Company 1982 - 1985
Skills
Education Reform
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, English
Paragon Outcomes March 2015 - Present
BNY Mellon August 2014 - March 2015
BNY Mellon October 2012 - August 2014
Statue Cruises June 2011 - September 2012
Gucci Group May 2011 - August 2011
Education
Rutgers Graduate Business School 2013 — 2016
Master's in Accountancy, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelor of Science (BS), Accounting
BNY Mellon September 1990 - November 2010
BNY Mellon September 1990 - November 2010
BNY Mellon September 1990 - November 2010
THE BANK OF NEW YORK MELLON January 1995 - January 2010
Education
St John's University Queens NY 1981 — 1991
Bachelor of Science, Business Administration
Saint John's University
BS, Business Administration
American Institute of Banking
New York State Bankers Association Employee Benefit Trust School
Richmond Hill High School
BNY Mellon 2015 - Present
BNY Mellon 2013 - Present
BNY Mellon 2007 - 2013
Education
Saint Bonaventure University
Master of Business Administration (M.B.A.), Accounting and Finance
Saint Bonaventure University
Bachelor’s Degree, Accounting and Finance
HSBC August 2015 - Present
BNY Mellon December 2014 - August 2015
Ascensus April 2014 - December 2014
Deutsche Bank Trust Company Americas July 2005 - September 2013
Deutsche Bank Trust Company Americas April 2001 - July 2005
Skills
Portfolio Management, Securities, Investments, Financial Services, Valuation, Analysis, Accounting, Mutual Funds, Trading, Financial Risk, Insurance, Sales
Education
St. John's University 1997 — 2000
BS, Finance
Oracle October 2013 - Present
Oracle RightNow August 2012 - September 2013
PerkinElmer 2012 - 2012
Patriot Energy Group 2011 - 2011
BNY Mellon 2006 - 2011
Skills
SaaS, Solution Selling, New Business Development, Salesforce.com, Business Intelligence, Sales, Account Management, CRM, Analytics, Financial Analysis, Cloud Computing, Financial Modeling, Hyperion Enterprise, Business Analysis, Finance, Enterprise Software, Business Development, Customer Service, Microsoft Excel, Call Center, Cold Calling, Direct Sales, Selling, Customer Experience, Financial Services, Strategy, Banking, Leadership, Call Centers
Education
Suffolk University 2005 — 2009
Bachelor's degree, Finance
Saint Anselm College
Suffolk University
Finance, General
BNY Mellon SecretaryFirst Fidelity Bank1990 - 1998
Skills
Equities, Banking, Fixed Income, Financial Services, Investments, Risk Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon August 1998 - Present
Regent National Bank April 1989 - August 1998
Continental Bank February 1978 - April 1989
Skills
Financial Services, Banking, Series 7, Wealth Management, Credit, Strategic Planning
Education
Saint Joseph's University 1995 — 1997
Master of Business Administration (M.B.A.)
University of Pennsylvania 1981 — 1985
Bachelor of Business Administration (B.B.A.)
BNY Mellon June 2014 - August 2014
Consulting for a Cause, LLC June 2013 - August 2013
H.E.A.R.T November 2012 - February 2013
White Oak Market June 2009 - August 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Finance
Bloomberg LP December 2012 - Present
Express Food Market September 2008 - June 2012
BNY Mellon September 2006 - June 2008
The Madison Square Garden Company 2006 - 2006
Skills
Fixed Income, Bloomberg, Equities, Financial Markets, Bloomberg Terminal, Investments, Bonds, Financial Analysis, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's degree, Finance
BNY Mellon September 2014 - Present
BNY Mellon 2002 - 2013
JPMorgan Chase 1990 - 2002
KPMG US 1984 - 1990
Skills
CPA, Mutual Funds, 1940 Act, US GAAP, Investment Accounting..., Fund Accounting, Auditing, Accounting, Management, Leadership, Financial Statements, Financial Reporting, Financial Analysis, Finance, Training, SEC filings, Hedge Funds, SEC Filings, Fixed Income, Equities, Financial Services, GAAP
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Accounting
Great Oak Advisors April 2015 - Present
AfterBuzz Media Group January 2015 - Present
OmniGate Partners LLC July 2014 - Present
Frederick's of Hollywood January 2009 - June 2014
Vision Global Investments June 2007 - December 2008
BNY Mellon February 2004 - May 2006
BNY Mellon January 1998 - May 2006
Dreyfus March 1996 - December 1997
Skills
Sales, Retail, Merchandising, P&L, Windows, Outlook, Island Pacific, Teaching, Wholesale, Research
Education
Saint Anselm College 1986 — 1990
Bachelor of Arts (BA)
State Street March 2011 - September 2013
BNY Mellon December 2009 - March 2011
UBS October 2006 - December 2008
Skills
Portfolio Management, Account Reconciliation, Fixed Income, Trading, Accounts Payable, Access, Banking, Accounting, Client Services, Corporate Actions, Internal Audit, Back Office, Management, Financial Services, Securities
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
Bachelor's degree, Finance, General
BNY Mellon July 1997 - Present
Skills
Fund Accounting, Hedge Funds, Alternative Investments, Fund Administration, Private Equity, Portfolio Management, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics