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,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Joseph Loffredo Joseph Loffredo's BNY Mellon Experience November 1999 - January 2003
Job Territory Business Manager at Baxter Healthcare
Industry Biotechnology
Experience
Baxter International Inc. October 2009 - Present
Johnson & Johnson January 2003 - October 2009
BNY Mellon November 1999 - January 2003
BNY Mellon December 1995 - November 1999
Skills
Marketing, Communication, Strategic Partnerships, Marketing Strategy, Business Strategy, Business Planning, Sales Process, Training, Team Leadership, Conflict Resolution, Sales, Pharmaceutical Sales, Hospital Sales, Managed Care, Pharmaceutical Industry, Product Launch
Education
Seton Hall University 1991 — 1995
Bachelor's Degree, Major: Communications Minor: Business
Baxter International Inc. October 2009 - Present
Johnson & Johnson January 2003 - October 2009
BNY Mellon November 1999 - January 2003
BNY Mellon December 1995 - November 1999
Skills
Marketing, Communication, Strategic Partnerships, Marketing Strategy, Business Strategy, Business Planning, Sales Process, Training, Team Leadership, Conflict Resolution, Sales, Pharmaceutical Sales, Hospital Sales, Managed Care, Pharmaceutical Industry, Product Launch
Education
Seton Hall University 1991 — 1995
Bachelor's Degree, Major: Communications Minor: Business
Dan Pace Dan Pace's BNY Mellon Experience January 2002 - June 2007
Job Vice President Foreign Investor Registration Team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Republic Services March 2015 - August 2015
Brown Brothers Harriman March 2015 - March 2015
Brown Brothers Harriman February 2012 - February 2015
Brown Brothers Harriman May 2011 - February 2012
Brown Brothers Harriman January 2010 - May 2011
Brown Brothers Harriman June 2007 - January 2010
BNY Mellon January 2002 - June 2007
Skills
Business Development, Risk Management, Business Analysis, Operational Risk, Fixed Income, Securities, Corporate Actions, Equities, Client Services, Emerging Markets, Fund Accounting, Hedge Funds, Financial Services, Mutual Funds, Relationship Management, Banking, Bloomberg, Management, Customer Service, Sales, Finance
Education
Salem State College 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Brown Brothers Harriman August 2015 - Present
Republic Services March 2015 - August 2015
Brown Brothers Harriman March 2015 - March 2015
Brown Brothers Harriman February 2012 - February 2015
Brown Brothers Harriman May 2011 - February 2012
Brown Brothers Harriman January 2010 - May 2011
Brown Brothers Harriman June 2007 - January 2010
BNY Mellon January 2002 - June 2007
Skills
Business Development, Risk Management, Business Analysis, Operational Risk, Fixed Income, Securities, Corporate Actions, Equities, Client Services, Emerging Markets, Fund Accounting, Hedge Funds, Financial Services, Mutual Funds, Relationship Management, Banking, Bloomberg, Management, Customer Service, Sales, Finance
Education
Salem State College 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Louis DeVenuto Louis DeVenuto's BNY Mellon Experience October 2013 - Present
Job Vice President Enterprise Architecture at Pershing
Industry Computer Software
Experience
BNY Mellon October 2013 - Present
Pershing August 2006 - October 2013
Metlife 2000 - 2006
MetLife 1998 - 1999
Infocus 1998 - 1999
Beneficial 1997 - 1998
Beneficial Bank 1997 - 1998
Merck Medco November 1995 - April 1997
Smith Barney July 1995 - November 1995
K-mart Fashions June 1993 - July 1995
Skills
DB2, Microsoft SQL Server, Enterprise Architecture, JCL, Data Warehousing, SDLC, Business Analysis, Vendor Management, Data Modeling, IT Strategy, Requirements Analysis, Requirements Gathering, Master Data Management, Software Project..., Business Requirements, PMO, Business Architecture, Business Intelligence, Data Management, Financial Services, Oracle, Teradata, Data Governance, IT Management, Mainframe, Database Design, Databases, Agile Methodologies, Project Management, Visio, PMP, ETL, Data Architecture, CICS, COBOL, Program Management, SOA
Education
Seton Hall University 1989 — 1993
BNY Mellon October 2013 - Present
Pershing August 2006 - October 2013
Metlife 2000 - 2006
MetLife 1998 - 1999
Infocus 1998 - 1999
Beneficial 1997 - 1998
Beneficial Bank 1997 - 1998
Merck Medco November 1995 - April 1997
Smith Barney July 1995 - November 1995
K-mart Fashions June 1993 - July 1995
Skills
DB2, Microsoft SQL Server, Enterprise Architecture, JCL, Data Warehousing, SDLC, Business Analysis, Vendor Management, Data Modeling, IT Strategy, Requirements Analysis, Requirements Gathering, Master Data Management, Software Project..., Business Requirements, PMO, Business Architecture, Business Intelligence, Data Management, Financial Services, Oracle, Teradata, Data Governance, IT Management, Mainframe, Database Design, Databases, Agile Methodologies, Project Management, Visio, PMP, ETL, Data Architecture, CICS, COBOL, Program Management, SOA
Education
Seton Hall University 1989 — 1993
Brett Mlinarich Brett Mlinarich's BNY Mellon Experience February 2013 - November 2013
Job Associate at Highland Realty Capital
Industry Financial Services
Experience
Highland Realty Capital April 2015 - Present
Hunting Dog Capital, LLC September 2014 - March 2015
City National Bank December 2013 - August 2014
BNY Mellon February 2013 - November 2013
Bridge Bank June 2011 - January 2013
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Commercial Real Estate, Equity Capital Markets, Debt & Equity Capital...
Education
Santa Clara University 2007 — 2011
Bachelor's degree, Finance, General
De La Salle High School
Highland Realty Capital April 2015 - Present
Hunting Dog Capital, LLC September 2014 - March 2015
City National Bank December 2013 - August 2014
BNY Mellon February 2013 - November 2013
Bridge Bank June 2011 - January 2013
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Commercial Real Estate, Equity Capital Markets, Debt & Equity Capital...
Education
Santa Clara University 2007 — 2011
Bachelor's degree, Finance, General
De La Salle High School
Abdul Azeez, PMP, MBA Abdul Azeez, PMP, MBA's BNY Mellon Experience May 2013 - Present
Job Group Manager Business Analysis
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Morgan Stanley July 2012 - May 2013
JPMorgan Chase January 2007 - July 2012
Deloitte Consulting July 2004 - January 2007
Confidential February 2004 - May 2004
Several IT Firms in India August 1998 - June 2002
Skills
Business Analysis, Market Value..., Collateral Management, Project Management, PMP, Requirements Gathering, Requirements Analysis, Analysis, Resource Management, Change Management, Risk Management, Integration, Scope Management, Time Management, Personnel Management, Process Analysis, Quality Management, Workshop Facilitation, Business Requirements, SDLC, Risk and Issue..., Scope and Time..., Systems Design and..., On Shore/ Off Shore..., Presentation, Integration Management, Human Resource..., Communications..., Visio, MS Project, Business Process..., Operational Risk, IT Strategy, Process Improvement, Global Delivery, Management, Consulting
Education
PMI 2013 — 2013
PMP (Project Management Professional), Project Management
University of Georgia - Terry College of Business 2002 — 2004
MBA, MIS
Sathyabama Institute of Science and Technology 1994 — 1998
Engineering, Production
MCtM 1992 — 1994
CFA Institute
Cleared CFA Level 1, CFA Level 1
BNY Mellon May 2013 - Present
Morgan Stanley July 2012 - May 2013
JPMorgan Chase January 2007 - July 2012
Deloitte Consulting July 2004 - January 2007
Confidential February 2004 - May 2004
Several IT Firms in India August 1998 - June 2002
Skills
Business Analysis, Market Value..., Collateral Management, Project Management, PMP, Requirements Gathering, Requirements Analysis, Analysis, Resource Management, Change Management, Risk Management, Integration, Scope Management, Time Management, Personnel Management, Process Analysis, Quality Management, Workshop Facilitation, Business Requirements, SDLC, Risk and Issue..., Scope and Time..., Systems Design and..., On Shore/ Off Shore..., Presentation, Integration Management, Human Resource..., Communications..., Visio, MS Project, Business Process..., Operational Risk, IT Strategy, Process Improvement, Global Delivery, Management, Consulting
Education
PMI 2013 — 2013
PMP (Project Management Professional), Project Management
University of Georgia - Terry College of Business 2002 — 2004
MBA, MIS
Sathyabama Institute of Science and Technology 1994 — 1998
Engineering, Production
MCtM 1992 — 1994
CFA Institute
Cleared CFA Level 1, CFA Level 1
Bob Dyckman Bob Dyckman's BNY Mellon Experience April 2013 - February 2015
Job Senior Vice President, Head of Trade Finance Business Promotion at Mizuho Bank Ltd
Industry Financial Services
Experience
Mizuho Bank Ltd February 2015 - Present
BNY Mellon April 2013 - February 2015
Wells Fargo Capital Finance 2008 - 2012
Citi 2006 - 2008
Citi 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
NatWest 1987 - 1997
Skills
Relationship Management, Sales Management, Credit Risk, Credit Analysis, Marketing Strategy, Product Management, Supply Chain, Trade Finance, Trade Services, Strategy, Sales, Trading, Banking, Investments, Portfolio Management, Risk Management, Management, Business Development, Fixed Income, Cash Management, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Services, Commercial Banking, Capital Markets, Credit, Finance, Treasury Management
Education
Seton Hall University 1982 — 1987
MBA, Marketing
Villanova University 1977 — 1981
Bachelor of Science, Marketing
Mizuho Bank Ltd February 2015 - Present
BNY Mellon April 2013 - February 2015
Wells Fargo Capital Finance 2008 - 2012
Citi 2006 - 2008
Citi 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
NatWest 1987 - 1997
Skills
Relationship Management, Sales Management, Credit Risk, Credit Analysis, Marketing Strategy, Product Management, Supply Chain, Trade Finance, Trade Services, Strategy, Sales, Trading, Banking, Investments, Portfolio Management, Risk Management, Management, Business Development, Fixed Income, Cash Management, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Services, Commercial Banking, Capital Markets, Credit, Finance, Treasury Management
Education
Seton Hall University 1982 — 1987
MBA, Marketing
Villanova University 1977 — 1981
Bachelor of Science, Marketing
John Eric Engstrom's BNY Mellon Experience February 2007 - September 2011
Job Risk Management
Industry Financial Services
Experience
BNY Mellon February 2007 - September 2011
BNYMellon September 2004 - February 2007
BNYMellon July 2002 - September 2004
Management Training Program July 2001 - July 2002
BNY Mellon December 1997 - July 2001
Putnam Investments November 1996 - December 1997
Skills
Risk Management, Investments, Management, Mutual Funds, Financial Risk, Leadership, Fixed Income, Equities, Team Building, Organization Skills, Communication, Teamwork, Adapability, Project Management, Budgets, Business Recovery..., Alternate Site Testing, Root Cause Analysis, System Access Reviews, Program Management, Business Analysis
Education
Salem State University 1995 — 1996
Bachelor of Science, Communications
Syracuse University 1988 — 1990
BNY Mellon February 2007 - September 2011
BNYMellon September 2004 - February 2007
BNYMellon July 2002 - September 2004
Management Training Program July 2001 - July 2002
BNY Mellon December 1997 - July 2001
Putnam Investments November 1996 - December 1997
Skills
Risk Management, Investments, Management, Mutual Funds, Financial Risk, Leadership, Fixed Income, Equities, Team Building, Organization Skills, Communication, Teamwork, Adapability, Project Management, Budgets, Business Recovery..., Alternate Site Testing, Root Cause Analysis, System Access Reviews, Program Management, Business Analysis
Education
Salem State University 1995 — 1996
Bachelor of Science, Communications
Syracuse University 1988 — 1990
Flavio Lourenco Flavio Lourenco's BNY Mellon Experience April 2005 - May 2014
Job Consultant at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management February 2014 - Present
BNY Mellon April 2005 - May 2014
J&W Seligman December 2000 - April 2005
Neuberger Berman April 1999 - December 2000
Deutsche Bank (formerly Bankers Trust) July 1997 - April 1999
Coach September 1996 - July 1997
Abercrombie & Fitch August 1995 - September 1996
Skills
Fixed Income, Financial Services, Bloomberg, Analytics, Mutual Funds, Investments, Asset Management, Equities, Securities, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Banking, GIPS, GIPS Compliance, Performance Attribution, Attribution, Market Risk, Risk Analytics, Investment Strategies, Investment Compliance, Management, Managerial Skills, Team Management, Relationship Management, Building Relationships, Customer Satisfaction, Sales, Product Development
Education
Seton Hall University
Bachelor of Science (BS), Finance, General
Barclays Wealth and Investment Management February 2014 - Present
BNY Mellon April 2005 - May 2014
J&W Seligman December 2000 - April 2005
Neuberger Berman April 1999 - December 2000
Deutsche Bank (formerly Bankers Trust) July 1997 - April 1999
Coach September 1996 - July 1997
Abercrombie & Fitch August 1995 - September 1996
Skills
Fixed Income, Financial Services, Bloomberg, Analytics, Mutual Funds, Investments, Asset Management, Equities, Securities, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Banking, GIPS, GIPS Compliance, Performance Attribution, Attribution, Market Risk, Risk Analytics, Investment Strategies, Investment Compliance, Management, Managerial Skills, Team Management, Relationship Management, Building Relationships, Customer Satisfaction, Sales, Product Development
Education
Seton Hall University
Bachelor of Science (BS), Finance, General
Michelle Elaine Pham-Crepps's BNY Mellon Experience June 2011 - October 2012
Job Technical Project Manager at Twine Data
Industry Computer Software
Experience
Twine Data September 2015 - Present
Mocana Corporation June 2014 - Present
Mocana Corporation October 2012 - Present
Mocana Corporation May 2013 - June 2014
BNY Mellon June 2011 - October 2012
Office Team 2010 - 2010
CRC Health Group 2010 - 2010
Skills
Agile Methodologies, Scrum, Atlassian Products, Conflict Resolution, Project Management, Confluence, JIRA, Microsoft Excel, Customer Service, Account Management, Microsoft Office, Marketing, Social Networking, Management, Outlook, Social Media, Microsoft Word, Salesforce.com, PowerPoint, Event Management, Public Relations, Event Planning, Blogging, Social Media Marketing, Data Entry, Sales, Recruiting, Windows, Time Management, Advertising
Education
San Francisco State University 2007 — 2008
BS, Business Administration, Concentration in Marketing
San Jose City College 2005 — 2007
Associate's Degree
Twine Data September 2015 - Present
Mocana Corporation June 2014 - Present
Mocana Corporation October 2012 - Present
Mocana Corporation May 2013 - June 2014
BNY Mellon June 2011 - October 2012
Office Team 2010 - 2010
CRC Health Group 2010 - 2010
Skills
Agile Methodologies, Scrum, Atlassian Products, Conflict Resolution, Project Management, Confluence, JIRA, Microsoft Excel, Customer Service, Account Management, Microsoft Office, Marketing, Social Networking, Management, Outlook, Social Media, Microsoft Word, Salesforce.com, PowerPoint, Event Management, Public Relations, Event Planning, Blogging, Social Media Marketing, Data Entry, Sales, Recruiting, Windows, Time Management, Advertising
Education
San Francisco State University 2007 — 2008
BS, Business Administration, Concentration in Marketing
San Jose City College 2005 — 2007
Associate's Degree
Sonia Li Sonia Li's BNY Mellon Experience July 2014 - Present
Job Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2014 - Present
Houghton Mifflin Harcourt July 2013 - June 2014
Laus Consulting Services, LLC April 2013 - June 2013
Cheng's Chinese Restaurant November 2011 - June 2013
Skills
Internal Audit, Sarbanes-Oxley Act, SAP, Internal Controls, Microsoft Office, Teamwork, Financial Reporting, Tax Accounting, Financial Accounting, Customer Service, Foreign Languages, Outlook, Analysis
Education
University of Central Florida 2011 — 2013
Bachelor's Degree, Accounting, 3.5
Seminole State College of Florida 2006 — 2010
Associate's Degree, Accounting, 3.3
BNY Mellon July 2014 - Present
Houghton Mifflin Harcourt July 2013 - June 2014
Laus Consulting Services, LLC April 2013 - June 2013
Cheng's Chinese Restaurant November 2011 - June 2013
Skills
Internal Audit, Sarbanes-Oxley Act, SAP, Internal Controls, Microsoft Office, Teamwork, Financial Reporting, Tax Accounting, Financial Accounting, Customer Service, Foreign Languages, Outlook, Analysis
Education
University of Central Florida 2011 — 2013
Bachelor's Degree, Accounting, 3.5
Seminole State College of Florida 2006 — 2010
Associate's Degree, Accounting, 3.3
Sabrina Sylvia Sabrina Sylvia's BNY Mellon Experience May 2011 - Present
Job shareholder services at BNY Mellon
Industry Events Services
Experience
BNY Mellon May 2011 - Present
Slumber Parties by Sabrina Sylvia March 2010 - Present
Skills
Event Management, Corporate Events, Event Planning, Social Media, Weddings, Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Customer Service, Public Relations, Parties, New Business Development, Live Events, Advertising
Education
Sawyer School 2009 — 2009
Medical Assistant
BNY Mellon May 2011 - Present
Slumber Parties by Sabrina Sylvia March 2010 - Present
Skills
Event Management, Corporate Events, Event Planning, Social Media, Weddings, Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Customer Service, Public Relations, Parties, New Business Development, Live Events, Advertising
Education
Sawyer School 2009 — 2009
Medical Assistant
David de la Torre David de la Torre's BNY Mellon Experience May 2014 - Present
Job Pricing Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
Windstream Communications December 2012 - May 2014
Windstream Communications (formerly Nuvox/FDN Communications) June 2010 - December 2012
Windstream Communications (formerly Nuvox/FDN Communications) October 2001 - July 2008
Skills
Salesforce.com, Direct Sales, Telecommunications, MPLS, SIP Trunking, WAN, Contact Centers, Managed Services, VoIP, Customer Retention, Employee Relations, Co-location, Wireless, IP, Call Center, Solution Selling, Cloud Computing, Sales Management, Telephony, Sales Operations, Strategic Partnerships, Call Centers, Hosted Services, Contract Negotiation, Return on Investment, Team Leadership, Account Management, DSL, T1, Metro Ethernet, Leadership, Selling, Unified Communications, Business Intelligence, Sales Process, SaaS, Cold Calling, Data Center, Long Distance, Networking, Professional Services, Channel Partners, SIP, Broadband, CRM, Network Design, Cisco Technologies, Ethernet, Enterprise Software, Internet Services
Education
University of Central Florida 2010 — 2013
Bachelor's degree, Finance, General, 3.03
Seminole State College of Florida 2008 — 2010
Associate of Arts (AA), Finance, General, 3.72
BNY Mellon May 2014 - Present
Windstream Communications December 2012 - May 2014
Windstream Communications (formerly Nuvox/FDN Communications) June 2010 - December 2012
Windstream Communications (formerly Nuvox/FDN Communications) October 2001 - July 2008
Skills
Salesforce.com, Direct Sales, Telecommunications, MPLS, SIP Trunking, WAN, Contact Centers, Managed Services, VoIP, Customer Retention, Employee Relations, Co-location, Wireless, IP, Call Center, Solution Selling, Cloud Computing, Sales Management, Telephony, Sales Operations, Strategic Partnerships, Call Centers, Hosted Services, Contract Negotiation, Return on Investment, Team Leadership, Account Management, DSL, T1, Metro Ethernet, Leadership, Selling, Unified Communications, Business Intelligence, Sales Process, SaaS, Cold Calling, Data Center, Long Distance, Networking, Professional Services, Channel Partners, SIP, Broadband, CRM, Network Design, Cisco Technologies, Ethernet, Enterprise Software, Internet Services
Education
University of Central Florida 2010 — 2013
Bachelor's degree, Finance, General, 3.03
Seminole State College of Florida 2008 — 2010
Associate of Arts (AA), Finance, General, 3.72
Sol Caceres Sol Caceres's BNY Mellon Experience October 2001 - May 2012
Job Senior Administrative Assistant BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2001 - May 2012
Cushman & Wakefield June 1998 - October 2001
Skills
Office Management, Outlook, Training, Lotus Notes, Event Planning, Management, Process Scheduler, Event Management, PowerPoint, Onboarding, Microsoft Word, New Hire Orientations, Coordination, Travel Arrangements, Logistics, Employee Relations, Accounting, Access, Asset Management
Education
Santa Monica College 2000 — 2001
Undergraduate Courses only
Wood Tobe-Coburn School 1991 — 1992
Executive Secretarial Studies
BNY Mellon October 2001 - May 2012
Cushman & Wakefield June 1998 - October 2001
Skills
Office Management, Outlook, Training, Lotus Notes, Event Planning, Management, Process Scheduler, Event Management, PowerPoint, Onboarding, Microsoft Word, New Hire Orientations, Coordination, Travel Arrangements, Logistics, Employee Relations, Accounting, Access, Asset Management
Education
Santa Monica College 2000 — 2001
Undergraduate Courses only
Wood Tobe-Coburn School 1991 — 1992
Executive Secretarial Studies
Sean Kiely Sean Kiely's BNY Mellon Experience October 2013 - Present
Job Pricing Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
TUDOR INVESTMENT CORPORATION February 2013 - July 2013
Merrill Lynch June 2011 - April 2012
Seton Hall University August 2007 - May 2011
Merrill Lynch February 2010 - August 2010
Skills
Bloomberg Terminal, Reuters, VBA, Portfolio Management, Equities, Research, Alternative Investments, Fixed Income, Excel, PowerPoint, Word, Microsoft Office, Economics, Outlook, Technical Analysis, Industry Analysis, Microsoft Excel
Education
Seton Hall University 2007 — 2011
BS, Finance
University of Limerick 2009 — 2009
Finance
BNY Mellon October 2013 - Present
TUDOR INVESTMENT CORPORATION February 2013 - July 2013
Merrill Lynch June 2011 - April 2012
Seton Hall University August 2007 - May 2011
Merrill Lynch February 2010 - August 2010
Skills
Bloomberg Terminal, Reuters, VBA, Portfolio Management, Equities, Research, Alternative Investments, Fixed Income, Excel, PowerPoint, Word, Microsoft Office, Economics, Outlook, Technical Analysis, Industry Analysis, Microsoft Excel
Education
Seton Hall University 2007 — 2011
BS, Finance
University of Limerick 2009 — 2009
Finance
Christopher Greene, MBA Christopher Greene, MBA's BNY Mellon Experience December 2007 - April 2010
Job Regional Consultant at Lord, Abbett & Co.LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2015 - Present
United Realty Advisors, LP June 2014 - June 2015
Merrill Lynch March 2012 - August 2013
Various Temporary and Consulting positions June 2010 - February 2012
BNY Mellon December 2007 - April 2010
Sea Link, Ltd. May 2005 - November 2007
JP Morgan Chase August 2003 - December 2004
JP Morgan Chase November 1998 - August 2003
JP Morgan Chase June 1996 - November 1998
JP Morgan Chase July 1993 - June 1996
Skills
Investments, Corporate Finance, Banking, Relationship Management, Wealth Management, Securities, Investment Management, Series 7, Bonds, Loans, Sales, Sales Prospecting, Mutual Funds, Customer Relations, Contract Negotiation, Administration, Escrow, Corporate Trust, Debt, Investment Advisory, New Client Prospecting, Series 66, Financial Services, Finance, Business Relationship..., Long-term Customer..., Manage Client..., Global Client Management, Consulting, Contractual Agreements, Investment Strategies, Salesforce.com, Alternative Investments, Client Relations Skills, Direct Client..., Client Driven, Client Retention..., Key Account Management, Account Management, New Business Development, Microsoft Office, CRM, REIT
Education
Seton Hall University 1994 — 1999
MBA, Finance
Seton Hall University 1989 — 1993
BS, Marketing
Lyme-Old Lyme HS
Lord, Abbett & Co. LLC July 2015 - Present
United Realty Advisors, LP June 2014 - June 2015
Merrill Lynch March 2012 - August 2013
Various Temporary and Consulting positions June 2010 - February 2012
BNY Mellon December 2007 - April 2010
Sea Link, Ltd. May 2005 - November 2007
JP Morgan Chase August 2003 - December 2004
JP Morgan Chase November 1998 - August 2003
JP Morgan Chase June 1996 - November 1998
JP Morgan Chase July 1993 - June 1996
Skills
Investments, Corporate Finance, Banking, Relationship Management, Wealth Management, Securities, Investment Management, Series 7, Bonds, Loans, Sales, Sales Prospecting, Mutual Funds, Customer Relations, Contract Negotiation, Administration, Escrow, Corporate Trust, Debt, Investment Advisory, New Client Prospecting, Series 66, Financial Services, Finance, Business Relationship..., Long-term Customer..., Manage Client..., Global Client Management, Consulting, Contractual Agreements, Investment Strategies, Salesforce.com, Alternative Investments, Client Relations Skills, Direct Client..., Client Driven, Client Retention..., Key Account Management, Account Management, New Business Development, Microsoft Office, CRM, REIT
Education
Seton Hall University 1994 — 1999
MBA, Finance
Seton Hall University 1989 — 1993
BS, Marketing
Lyme-Old Lyme HS
Brighid M. Ryan Brighid M. Ryan's BNY Mellon Experience 2012 - 2014
Job Assistant to the Chancellor/Province Assistant at University of San Francisco
Industry Financial Services
Experience
University of San Francisco 2015 - Present
Contractor 2014 - 2015
RS Investments 2014 - 2014
BNY Mellon 2012 - 2014
BNY Mellon 2008 - 2014
KPMG LLP 2005 - 2007
Extell Development Company 2004 - 2005
Bank of America 2000 - 2004
Skills
Marketing, Microsoft Excel, Financial Services, Asset Management, PeopleSoft, CRM, Business Development, Risk Management, Finance, Human Resources, Leadership, Salesforce.com, PowerPoint, Accounting, Microsoft Office, Project Management, SharePoint, Proactive self-starter, Confidentiality, Outlook, Research, Institutional..., Pivotal, Forecasting, Sales Management, Data Analysis, Long Term Relationship..., Strategic Relationships, Asset Servicing, Investment Banking, Sales Analysis, Sales & Marketing..., Sales Reporting, Reporting & Analysis, Market Research, Client Services, Onboarding, Employee Relations, Crisis Communications, Cross-functional..., Process Improvement, Strong attention to..., Client Service..., Databases, Strong..., Time Management, Microsoft Word, Business Intelligence, Budget Tracking, Operation Efficiencies
Education
Seattle University 1996 — 2000
B.A, English
University of San Francisco 2015 - Present
Contractor 2014 - 2015
RS Investments 2014 - 2014
BNY Mellon 2012 - 2014
BNY Mellon 2008 - 2014
KPMG LLP 2005 - 2007
Extell Development Company 2004 - 2005
Bank of America 2000 - 2004
Skills
Marketing, Microsoft Excel, Financial Services, Asset Management, PeopleSoft, CRM, Business Development, Risk Management, Finance, Human Resources, Leadership, Salesforce.com, PowerPoint, Accounting, Microsoft Office, Project Management, SharePoint, Proactive self-starter, Confidentiality, Outlook, Research, Institutional..., Pivotal, Forecasting, Sales Management, Data Analysis, Long Term Relationship..., Strategic Relationships, Asset Servicing, Investment Banking, Sales Analysis, Sales & Marketing..., Sales Reporting, Reporting & Analysis, Market Research, Client Services, Onboarding, Employee Relations, Crisis Communications, Cross-functional..., Process Improvement, Strong attention to..., Client Service..., Databases, Strong..., Time Management, Microsoft Word, Business Intelligence, Budget Tracking, Operation Efficiencies
Education
Seattle University 1996 — 2000
B.A, English
Wilson Lin Wilson Lin's BNY Mellon Experience September 2007 - December 2014
Job Senior Partnership Accountant at MAP Royalty, Inc.
Industry Investment Management
Experience
MAP Royalty, Inc. January 2015 - Present
BNY Mellon September 2007 - December 2014
BNY Mellon September 2007 - March 2012
Skills
Mutual Funds, Fixed Income, Alternative Investments, Series 7, Derivatives, Financial Analysis, Private Banking, Risk Management, Investment Advisory, Securities, Capital Markets, Investment Management, Equities, Bloomberg, Hedge Funds, Microsoft Excel, Finance
Education
San Diego State University-California State University 2004 — 2006
Bachelor's degree, Finance, General
MAP Royalty, Inc. January 2015 - Present
BNY Mellon September 2007 - December 2014
BNY Mellon September 2007 - March 2012
Skills
Mutual Funds, Fixed Income, Alternative Investments, Series 7, Derivatives, Financial Analysis, Private Banking, Risk Management, Investment Advisory, Securities, Capital Markets, Investment Management, Equities, Bloomberg, Hedge Funds, Microsoft Excel, Finance
Education
San Diego State University-California State University 2004 — 2006
Bachelor's degree, Finance, General
Daniel Fox CISSP, CISA, CPA Daniel Fox CISSP, CISA, CPA's BNY Mellon Experience April 2000 - June 2005
Job VP, Information Security Program Manager at Citi
Industry Financial Services
Experience
Citi April 2006 - Present
BNY Mellon April 2000 - June 2005
Epicor Software May 1999 - January 2000
Sanofi 1997 - 1999
Public Accounting Firms February 1990 - July 1997
Skills
Risk Management, Information Security, CISA, Business Analysis, Information Technology, Program Management, CISSP, Project Management, Data Analysis, Business Process..., Risk Assessment, ISO 27001, Accounting, Financial Analysis, Financial Reporting, New Business Development, Databases, Business Strategy, Applications Software..., Metrics, Auditing, Security Management, SharePoint, PowerPoint, Process Control, Quality Assurance, User Acceptance Testing, CPA, Iso 9000, SOX 404, Is governance, Technical Writing, Internal Controls, Microsoft Office, MS Excel Pivot Tables, Identity and Access..., Entitlement Management, Functional IDs, Enterprise Architecture, Business Continuity
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
Citi April 2006 - Present
BNY Mellon April 2000 - June 2005
Epicor Software May 1999 - January 2000
Sanofi 1997 - 1999
Public Accounting Firms February 1990 - July 1997
Skills
Risk Management, Information Security, CISA, Business Analysis, Information Technology, Program Management, CISSP, Project Management, Data Analysis, Business Process..., Risk Assessment, ISO 27001, Accounting, Financial Analysis, Financial Reporting, New Business Development, Databases, Business Strategy, Applications Software..., Metrics, Auditing, Security Management, SharePoint, PowerPoint, Process Control, Quality Assurance, User Acceptance Testing, CPA, Iso 9000, SOX 404, Is governance, Technical Writing, Internal Controls, Microsoft Office, MS Excel Pivot Tables, Identity and Access..., Entitlement Management, Functional IDs, Enterprise Architecture, Business Continuity
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
Hanso Sheopaul Hanso Sheopaul's BNY Mellon Experience January 2007 - Present
Job Associate Consultant at BNY Mellon, Global Risk Solutions
Industry Financial Services
Experience
BNY Mellon January 2007 - Present
CIBC Mellon May 1999 - January 2005
Essex Capital Management Ltd September 1997 - March 1999
Montreal Trust Corp October 1995 - February 1997
Royal Bank Corp January 1994 - July 1995
Royal Trust Corp April 1991 - December 1993
Skills
Team Player, Organized, Hard Worker, Account Reconciliation, Equities, Financial Services, Financial Statements, Investments, Mutual Funds, Teamwork, Time Management, Valuation, Pensions, Management, Securities
Education
CIPM (currently enrolled) 2013 — 2014
currently enrolled, CIPM
Seneca College of Applied Arts and Technology 1995 — 1997
Business/Accounting
BNY Mellon January 2007 - Present
CIBC Mellon May 1999 - January 2005
Essex Capital Management Ltd September 1997 - March 1999
Montreal Trust Corp October 1995 - February 1997
Royal Bank Corp January 1994 - July 1995
Royal Trust Corp April 1991 - December 1993
Skills
Team Player, Organized, Hard Worker, Account Reconciliation, Equities, Financial Services, Financial Statements, Investments, Mutual Funds, Teamwork, Time Management, Valuation, Pensions, Management, Securities
Education
CIPM (currently enrolled) 2013 — 2014
currently enrolled, CIPM
Seneca College of Applied Arts and Technology 1995 — 1997
Business/Accounting
Nicholas Marotta Nicholas Marotta's BNY Mellon Experience September 2015 - Present
Job Accounting and Reporting Specialist at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
Tavern in the Square Management Company, LLC September 2014 - September 2015
Stonewood Tavern July 2013 - September 2014
GOING THE DISTANCE July 2013 - August 2013
Peabody High School November 2011 - May 2013
Skills
Client Service, Microsoft Office, Public Speaking, Research, Time Management, PowerPoint, Windows, Mutual Funds, Interpersonal..., Teamwork, Detail Oriented, Collaborative Problem..., Leadership
Education
Salem State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, Finance, Economics, 3.5 GPA
BNY Mellon September 2015 - Present
Tavern in the Square Management Company, LLC September 2014 - September 2015
Stonewood Tavern July 2013 - September 2014
GOING THE DISTANCE July 2013 - August 2013
Peabody High School November 2011 - May 2013
Skills
Client Service, Microsoft Office, Public Speaking, Research, Time Management, PowerPoint, Windows, Mutual Funds, Interpersonal..., Teamwork, Detail Oriented, Collaborative Problem..., Leadership
Education
Salem State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, Finance, Economics, 3.5 GPA
Peter Cifaratta's BNY Mellon Experience June 2014 - August 2014
Job Finance Student at Seton Hall University (Class of 2016)
Industry Financial Services
Experience
Fortistar June 2015 - August 2015
BNY Mellon June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Leadership, Tenacious Work Ethic, DCF Valuation, Equity Research, Microsoft Excel, Persistence, Microsoft Word, Access Database, OneNote, PowerPoint
Education
Seton Hall University 2012 — 2016
Fortistar June 2015 - August 2015
BNY Mellon June 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Leadership, Tenacious Work Ethic, DCF Valuation, Equity Research, Microsoft Excel, Persistence, Microsoft Word, Access Database, OneNote, PowerPoint
Education
Seton Hall University 2012 — 2016
Katty Romero Katty Romero's BNY Mellon Experience May 2000 - November 2004
Job Human Resources Assistant Contract at South Bay Mental Health Center
Industry Human Resources
Experience
South Bay Mental Health Center May 2015 - Present
Rokocorp, Inc May 2014 - May 2015
Brown Brothers Harriman November 2004 - December 2012
BNY Mellon May 2000 - November 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Account Reconciliation, Financial Services, Management, Training, Calming
Education
Salem State University 2013 — 2014
Bachelor of Science in Business Administration, Human Resource Management, 3.85
South Bay Mental Health Center May 2015 - Present
Rokocorp, Inc May 2014 - May 2015
Brown Brothers Harriman November 2004 - December 2012
BNY Mellon May 2000 - November 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Account Reconciliation, Financial Services, Management, Training, Calming
Education
Salem State University 2013 — 2014
Bachelor of Science in Business Administration, Human Resource Management, 3.85
Ryan Kukulski Ryan Kukulski's BNY Mellon Experience March 2004 - Present
Job Vice President / Fixed Income Trader at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2004 - Present
Skills
Fixed Income, Bloomberg, Bonds, Equities, Series 7, Securities, Trading, Series 63, Bloomberg Terminal, Market Making, Capital Markets, ETFs, Series 24, Equity Trading, Electronic Trading, Trading Systems, Financial Markets, Proprietary Trading, Market Data, Middle Office, Equity Research, Trading Strategies
Education
Seton Hall University 1994 — 1998
Bachelor's degree, Finance
BNY Mellon March 2004 - Present
Skills
Fixed Income, Bloomberg, Bonds, Equities, Series 7, Securities, Trading, Series 63, Bloomberg Terminal, Market Making, Capital Markets, ETFs, Series 24, Equity Trading, Electronic Trading, Trading Systems, Financial Markets, Proprietary Trading, Market Data, Middle Office, Equity Research, Trading Strategies
Education
Seton Hall University 1994 — 1998
Bachelor's degree, Finance
Reginald Joinville Reginald Joinville's BNY Mellon Experience June 2010 - August 2010
Job Associate Editor/ Social Media Associate at Page 31
Industry Real Estate
Experience
Page 31 June 2011 - Present
SLD & Associates March 2011 - Present
Williams Lea December 2010 - June 2012
BNY Mellon June 2010 - August 2010
CEC Tully House May 2009 - August 2009
Skills
Customer Service
Education
Seton Hall University 2004 — 2009
Bachelors of Arts, Criminal Justice
Page 31 June 2011 - Present
SLD & Associates March 2011 - Present
Williams Lea December 2010 - June 2012
BNY Mellon June 2010 - August 2010
CEC Tully House May 2009 - August 2009
Skills
Customer Service
Education
Seton Hall University 2004 — 2009
Bachelors of Arts, Criminal Justice
Keith Saravo Keith Saravo's BNY Mellon Experience April 2011 - June 2012
Job Data Processing Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
Rory Green Rory Green's BNY Mellon Experience November 2006 - November 2007
Job Accounting Supervisor at Service Corporation International
Industry Accounting
Experience
Service Corporation International August 2014 - Present
Service Corporation International January 2012 - July 2014
Service Corporation International November 2010 - December 2011
Service Corporation International December 2007 - October 2010
BNY Mellon November 2006 - November 2007
Skills
Internal Controls, Accounting, Account Reconciliation, GAAP, Sarbanes-Oxley Act, Journal Entries, Financial Statements, Cash Flow, Auditing, Analysis, Accounts Payable, Bank Reconciliation, Expenses, Management, Accounts Receivable, Financial Analysis
Education
Sam Houston State University
B.B.A., Accounting
Service Corporation International August 2014 - Present
Service Corporation International January 2012 - July 2014
Service Corporation International November 2010 - December 2011
Service Corporation International December 2007 - October 2010
BNY Mellon November 2006 - November 2007
Skills
Internal Controls, Accounting, Account Reconciliation, GAAP, Sarbanes-Oxley Act, Journal Entries, Financial Statements, Cash Flow, Auditing, Analysis, Accounts Payable, Bank Reconciliation, Expenses, Management, Accounts Receivable, Financial Analysis
Education
Sam Houston State University
B.B.A., Accounting
Brian Silcott Brian Silcott's BNY Mellon Experience June 2000 - May 2005
Job Contractor at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global October 2014 - Present
CARQUEST Auto Parts 2014 - 2015
Xerox Global Services August 2006 - August 2014
BNY Mellon June 2000 - May 2005
US Army February 1996 - July 2003
Price Waterhousecoopers 2000 - 2001
Skills
Active Directory, Troubleshooting, Windows XP, Information Technology, Process Improvement, Networking, Service Delivery, Printers, Outsourcing, ITIL, Windows 7, IT Service Management, Cross-functional Team..., Dameware, Hardware, Blackberry Enterprise..., Account Management, Business Process..., Ghost Imaging, Document Management, Managed Services, Enterprise Content..., Application Support, Virus Removal, Patch Management, Patch Panels, Tape Backup, Norton Utilities, Remote Control, Cisco VPN, Support Systems, Windows 7 Migration, Disaster Recovery, System Administration, Office 2010, McAfee Antivirus, Dell KACE, VNC, Heat, Customer Service, Program Management, Windows 8, windows 10, Linux, ImageX, Technical Support, BMC Remedy Ticketing...
Education
Sampson Community College 1997 — 1997
Management Information Systems, General
Vincennes University 1987 — 1989
Conservation Law
Insight Global October 2014 - Present
CARQUEST Auto Parts 2014 - 2015
Xerox Global Services August 2006 - August 2014
BNY Mellon June 2000 - May 2005
US Army February 1996 - July 2003
Price Waterhousecoopers 2000 - 2001
Skills
Active Directory, Troubleshooting, Windows XP, Information Technology, Process Improvement, Networking, Service Delivery, Printers, Outsourcing, ITIL, Windows 7, IT Service Management, Cross-functional Team..., Dameware, Hardware, Blackberry Enterprise..., Account Management, Business Process..., Ghost Imaging, Document Management, Managed Services, Enterprise Content..., Application Support, Virus Removal, Patch Management, Patch Panels, Tape Backup, Norton Utilities, Remote Control, Cisco VPN, Support Systems, Windows 7 Migration, Disaster Recovery, System Administration, Office 2010, McAfee Antivirus, Dell KACE, VNC, Heat, Customer Service, Program Management, Windows 8, windows 10, Linux, ImageX, Technical Support, BMC Remedy Ticketing...
Education
Sampson Community College 1997 — 1997
Management Information Systems, General
Vincennes University 1987 — 1989
Conservation Law
Thaddeus Smith Thaddeus Smith's BNY Mellon Experience July 2013 - December 2014
Job Relationship Manager I at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG Union Bank, N.A. December 2014 - Present
BNY Mellon July 2013 - December 2014
BNY Mellon October 2012 - December 2014
Banana Republic May 2009 - September 2012
Countrywide Home Loans February 2007 - September 2007
Skills
Corporate Trust, Electronic Trading, Fiduciary Services, Knowledge Sharing, Document Review, Fund Administration, Fund Accounting, Employee Training, Dependable Team Player, Tenacious Work Ethic, Microsoft Office, Enthusiasm to learn, Financial Risk, Portfolio Management, Finance, Time Management, Bloomberg Terminal, Public Finance, Municipal Bonds, Balance Sheet Review, Trade Compliance, Client Rapport, Organization, Exceptional People..., Proficient Typing Skills, Wealth Management, Financial Analysis, Customer Service, Microsoft Excel, Social Networking, Public Speaking, Management, PowerPoint
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
MUFG Union Bank, N.A. December 2014 - Present
BNY Mellon July 2013 - December 2014
BNY Mellon October 2012 - December 2014
Banana Republic May 2009 - September 2012
Countrywide Home Loans February 2007 - September 2007
Skills
Corporate Trust, Electronic Trading, Fiduciary Services, Knowledge Sharing, Document Review, Fund Administration, Fund Accounting, Employee Training, Dependable Team Player, Tenacious Work Ethic, Microsoft Office, Enthusiasm to learn, Financial Risk, Portfolio Management, Finance, Time Management, Bloomberg Terminal, Public Finance, Municipal Bonds, Balance Sheet Review, Trade Compliance, Client Rapport, Organization, Exceptional People..., Proficient Typing Skills, Wealth Management, Financial Analysis, Customer Service, Microsoft Excel, Social Networking, Public Speaking, Management, PowerPoint
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Griselda Portillo's BNY Mellon Experience May 2015 - Present
Job Accounting & Reporting Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon May 2015 - Present
Eagle Bank October 2014 - May 2015
Eagle Bank March 2013 - May 2015
Skills
Spanish-speaking, English-Speaking, Microsoft Excel, PC, Mac OS, Microsoft Word, Microsoft Power Point, Teamwork, Data Entry, QuickBooks, Banking, Accounting, PowerPoint, Financial Analysis, Outlook, Time Management
Education
Salem State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Everett High School 2006 — 2010
High School Diploma
BNY Mellon May 2015 - Present
Eagle Bank October 2014 - May 2015
Eagle Bank March 2013 - May 2015
Skills
Spanish-speaking, English-Speaking, Microsoft Excel, PC, Mac OS, Microsoft Word, Microsoft Power Point, Teamwork, Data Entry, QuickBooks, Banking, Accounting, PowerPoint, Financial Analysis, Outlook, Time Management
Education
Salem State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Everett High School 2006 — 2010
High School Diploma
Bovey Masiole, MBA Bovey Masiole, MBA's BNY Mellon Experience April 2015 - Present
Job Trade Support Specialist at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2015 - Present
Seton Hill University August 2010 - May 2013
Berkshire Hathaway HomeServices The Preferred Realty September 2012 - November 2012
Skills
Time Management, Public Speaking, Leadership, Fundraising, Critical Thinking, Event Planning, Microsoft Office, Microsoft Word, Data Analysis, Multilingual, Social Media Marketing, Financial Analysis, Strategic Thinking, Entrepreneurship, Selling Skills, Marketing Plan Creation, Community Building, Presentations, Innovation, High level of initiative, Telemarketing, Crisis Intervention, Search Engine, Financial Statements..., Financial Modeling, Bloomberg Terminal
Education
Seton Hill University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Seton Hill University 2009 — 2013
Bachelor of Science, Marketing, Human Resource Management, and Entrepreneurial Studies
-
BNY Mellon April 2015 - Present
Seton Hill University August 2010 - May 2013
Berkshire Hathaway HomeServices The Preferred Realty September 2012 - November 2012
Skills
Time Management, Public Speaking, Leadership, Fundraising, Critical Thinking, Event Planning, Microsoft Office, Microsoft Word, Data Analysis, Multilingual, Social Media Marketing, Financial Analysis, Strategic Thinking, Entrepreneurship, Selling Skills, Marketing Plan Creation, Community Building, Presentations, Innovation, High level of initiative, Telemarketing, Crisis Intervention, Search Engine, Financial Statements..., Financial Modeling, Bloomberg Terminal
Education
Seton Hill University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Seton Hill University 2009 — 2013
Bachelor of Science, Marketing, Human Resource Management, and Entrepreneurial Studies
-
John Lehner's BNY Mellon Experience January 2015 - Present
Job Chairman at Eagle Investment Systems
Industry Computer Software
Experience
BNY Mellon January 2015 - Present
Eagle Investment Systems January 2015 - Present
Eagle Investment Systems 2000 - January 2015
GovPX 1995 - 2000
Advent Software 1989 - 1995
Skills
Asset Management, Trading Systems, Financial Services, Hedge Funds, Equities, Fixed Income, Securities, Portfolio Management, Mutual Funds, Derivatives, Asset Managment, Integration, Strategic Leadership, Business Analysis, Software Project..., Software Development
Education
Seton Hall University 1983 — 1987
BNY Mellon January 2015 - Present
Eagle Investment Systems January 2015 - Present
Eagle Investment Systems 2000 - January 2015
GovPX 1995 - 2000
Advent Software 1989 - 1995
Skills
Asset Management, Trading Systems, Financial Services, Hedge Funds, Equities, Fixed Income, Securities, Portfolio Management, Mutual Funds, Derivatives, Asset Managment, Integration, Strategic Leadership, Business Analysis, Software Project..., Software Development
Education
Seton Hall University 1983 — 1987
Ramana Puttamraju Ramana Puttamraju's BNY Mellon Experience November 2012 - Present
Job Infrastructure Architect, Oracle Fusion Middleware at Bank of Newyork Mellon
Industry Information Technology and Services
Experience
BNY Mellon November 2012 - Present
Electronic Arts January 2012 - November 2012
Zensar August 2008 - November 2012
Cisco Systems / Zensar Technologies November 2010 - January 2011
Cisco / Zensar Technologies 2010 - 2011
Satyam Computers Services Limited February 2006 - July 2008
Modis May 2004 - December 2005
GE Capital September 2003 - April 2004
Idea Cellular Ltd 2003 - 2003
XIUS June 2001 - June 2002
Skills
High Availability for..., Real Application..., Unix, Oracle 9i, Cluster, Performance tuning for..., Pre-sales, Project Planning, Service Delivery, Operational Excellence, Oracle RAC, infrastructure services..., Infrastructure Services, Oracle, Oracle Fusion Middleware, FMW, Weblogic, Performance Tuning, Oracle SOA Suite, Stack, High Availability, Integration, Data Guard, Project Delivery, Infrastructure, Databases, Middleware, Project Management, AIX, Consulting, Data Migration, Data Modeling, ETL, OSB, Oracle Identity Manager, RMAN, Solution Architecture, WebLogic, WebCenter
Education
Sathyabama Institute of Science and Technology 1996 — 2000
M.C.A, Masters in Computer Applications
BNY Mellon November 2012 - Present
Electronic Arts January 2012 - November 2012
Zensar August 2008 - November 2012
Cisco Systems / Zensar Technologies November 2010 - January 2011
Cisco / Zensar Technologies 2010 - 2011
Satyam Computers Services Limited February 2006 - July 2008
Modis May 2004 - December 2005
GE Capital September 2003 - April 2004
Idea Cellular Ltd 2003 - 2003
XIUS June 2001 - June 2002
Skills
High Availability for..., Real Application..., Unix, Oracle 9i, Cluster, Performance tuning for..., Pre-sales, Project Planning, Service Delivery, Operational Excellence, Oracle RAC, infrastructure services..., Infrastructure Services, Oracle, Oracle Fusion Middleware, FMW, Weblogic, Performance Tuning, Oracle SOA Suite, Stack, High Availability, Integration, Data Guard, Project Delivery, Infrastructure, Databases, Middleware, Project Management, AIX, Consulting, Data Migration, Data Modeling, ETL, OSB, Oracle Identity Manager, RMAN, Solution Architecture, WebLogic, WebCenter
Education
Sathyabama Institute of Science and Technology 1996 — 2000
M.C.A, Masters in Computer Applications
George Mottola George Mottola's BNY Mellon Experience August 2014 - Present
Job Trade Support Specialist for BNY Mellon Capital Markets Equity Trading Desk
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
Pershing, a BNY Mellon company October 2009 - August 2014
Stifel Nicolaus & Co February 2007 - August 2009
Ryan Beck & Co. September 2002 - February 2007
Gruntal & Co, LLC April 1987 - September 2002
Gruntal & Co 1987 - 1996
Skills
Bloomberg, Oasys, Securities, Equities, Fixed Income, Series 7, Asset Managment, Mutual Funds, Options, Capital Markets, Trading, Investments, Series 63, Asset Allocation, Series 24, Hedge Funds, Investment Advisory, Financial Advisory, FINRA, Asset Management, Finance, Wealth Management, Retirement Planning, Settlement, Equity Trading, ETFs, Derivatives, Bonds, Electronic Trading, Back Office, Alternative Investments, Middle Office, Trading Systems, Prime Brokerage, Securities Lending, Financial Services, Corporate Actions, Bloomberg Terminal, Financial Markets, AML, Investment Management, Stocks, Relationship Management
Education
School of Visual Arts 1978 — 1982
BFA, ILLUSTRATION MAJOR
Edward R Murrow HS, Brooklyn N.Y 1975 — 1978
HS Diploma, Fine Arts Major
BNY Mellon August 2014 - Present
Pershing, a BNY Mellon company October 2009 - August 2014
Stifel Nicolaus & Co February 2007 - August 2009
Ryan Beck & Co. September 2002 - February 2007
Gruntal & Co, LLC April 1987 - September 2002
Gruntal & Co 1987 - 1996
Skills
Bloomberg, Oasys, Securities, Equities, Fixed Income, Series 7, Asset Managment, Mutual Funds, Options, Capital Markets, Trading, Investments, Series 63, Asset Allocation, Series 24, Hedge Funds, Investment Advisory, Financial Advisory, FINRA, Asset Management, Finance, Wealth Management, Retirement Planning, Settlement, Equity Trading, ETFs, Derivatives, Bonds, Electronic Trading, Back Office, Alternative Investments, Middle Office, Trading Systems, Prime Brokerage, Securities Lending, Financial Services, Corporate Actions, Bloomberg Terminal, Financial Markets, AML, Investment Management, Stocks, Relationship Management
Education
School of Visual Arts 1978 — 1982
BFA, ILLUSTRATION MAJOR
Edward R Murrow HS, Brooklyn N.Y 1975 — 1978
HS Diploma, Fine Arts Major
Nicholas Vanderlinden Nicholas Vanderlinden's BNY Mellon Experience September 2014 - Present
Job Senior Internal Wholesaler at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - September 2014
Stryker May 2012 - May 2013
Ernst & Young May 2012 - August 2012
RBC June 2010 - August 2010
Skills
Access, Series 7, Retirement Planning, Cash Flow, Strategic Financial..., Investments
Education
Seton Hall University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.56
BNY Mellon September 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company May 2013 - September 2014
Stryker May 2012 - May 2013
Ernst & Young May 2012 - August 2012
RBC June 2010 - August 2010
Skills
Access, Series 7, Retirement Planning, Cash Flow, Strategic Financial..., Investments
Education
Seton Hall University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.56
Anthony L. Centeno Anthony L. Centeno's BNY Mellon Experience January 2015 - Present
Job Derivatives Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
UCF College of Business Young Investors Club August 2014 - April 2015
Applied Strategic Inc. August 2014 - December 2014
Pershing, a BNY Mellon company June 2014 - August 2014
UCF College of Business Young Investors Club August 2013 - May 2014
Aon Hewitt May 2013 - May 2014
Total Marketing Concepts September 2009 - March 2010
Bruster's Real Ice Cream March 2007 - December 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Communication Skills, Financial Markets, Corporate Finance, Entrepreneurship, Econometrics, Spanish-English, Regression Analysis, Multivariate Statistics, Outlook, Dependable Team Player, Equity Derivatives, Macroeconomics, Monetary Economics, Forecasting, Trend Analysis, Investment Banking, Investment Strategies, Investment Management, Fundamental Analysis, Technical Analysis, Derivatives Trading, Portfolio Management, Portfolio Performance..., Spanish, Communication
Education
University of Central Florida 2012 — 2014
Bachelor's Degree, Economics and Finance Double Major
Seminole State College of Florida 2009 — 2011
Associate of Arts (A.A.), Business Economics
BNY Mellon January 2015 - Present
UCF College of Business Young Investors Club August 2014 - April 2015
Applied Strategic Inc. August 2014 - December 2014
Pershing, a BNY Mellon company June 2014 - August 2014
UCF College of Business Young Investors Club August 2013 - May 2014
Aon Hewitt May 2013 - May 2014
Total Marketing Concepts September 2009 - March 2010
Bruster's Real Ice Cream March 2007 - December 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Communication Skills, Financial Markets, Corporate Finance, Entrepreneurship, Econometrics, Spanish-English, Regression Analysis, Multivariate Statistics, Outlook, Dependable Team Player, Equity Derivatives, Macroeconomics, Monetary Economics, Forecasting, Trend Analysis, Investment Banking, Investment Strategies, Investment Management, Fundamental Analysis, Technical Analysis, Derivatives Trading, Portfolio Management, Portfolio Performance..., Spanish, Communication
Education
University of Central Florida 2012 — 2014
Bachelor's Degree, Economics and Finance Double Major
Seminole State College of Florida 2009 — 2011
Associate of Arts (A.A.), Business Economics
Darrell Cole Darrell Cole's BNY Mellon Experience May 2014 - Present
Job MT Operator at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon May 2014 - Present
Florida Surety Bonds March 2014 - Present
Orlando Property Group August 2010 - May 2014
Grub Taxi, LLC September 2008 - April 2013
Nike March 2005 - February 2008
Skills
Windows XP, Microsoft Office, MS Project, Visio, Windows 7, Active Directory, BMC Remedy, Lotus Notes, Open Workbench, Google Docs, SmartDraw, Help Desk Support, Microsoft Project, Microsoft Visio, Google Drive, Microsoft Access, SQL, HTML 5, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2003, Customer Support, ACT!, Customer Service
Education
Seminole State College of Florida 2012 — 2013
Bachelor of Science (BS), Business and Information Management
University of Central Florida 2011 — 2012
Management Information Systems, General
Valencia College 2005 — 2008
General Studies (AA), Business Specialist Certification
BNY Mellon May 2014 - Present
Florida Surety Bonds March 2014 - Present
Orlando Property Group August 2010 - May 2014
Grub Taxi, LLC September 2008 - April 2013
Nike March 2005 - February 2008
Skills
Windows XP, Microsoft Office, MS Project, Visio, Windows 7, Active Directory, BMC Remedy, Lotus Notes, Open Workbench, Google Docs, SmartDraw, Help Desk Support, Microsoft Project, Microsoft Visio, Google Drive, Microsoft Access, SQL, HTML 5, Windows XP Pro, Microsoft Office 2007, Microsoft Office 2003, Customer Support, ACT!, Customer Service
Education
Seminole State College of Florida 2012 — 2013
Bachelor of Science (BS), Business and Information Management
University of Central Florida 2011 — 2012
Management Information Systems, General
Valencia College 2005 — 2008
General Studies (AA), Business Specialist Certification
Juan De Los Santos's BNY Mellon Experience October 2012 - August 2014
Job Analyst
Industry Financial Services
Experience
Houghton Mifflin Harcourt February 2015 - Present
Bain Capital November 2014 - December 2014
WTS Proprietary Trading Group - Boston June 2014 - November 2014
BNY Mellon October 2012 - August 2014
US Army April 2005 - April 2014
Upward Bound Program September 2008 - June 2009
Skills
Programming(C++, C..., SPSS, SAS, SQL, Access, Excel, Word,..., Javascript, XHTML, CSS, Graduated B.S...., Monetary Economics, Finance Investment, Excel (Pivot Tables,..., PHP, MYSQL, Series 56, Excel VBA Script, Matlab, Finance, Analysis, Leadership, Public Speaking, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Data Analysis
Education
Salem State University 2009 — 2012
BS, Economics, 3.54
Houghton Mifflin Harcourt February 2015 - Present
Bain Capital November 2014 - December 2014
WTS Proprietary Trading Group - Boston June 2014 - November 2014
BNY Mellon October 2012 - August 2014
US Army April 2005 - April 2014
Upward Bound Program September 2008 - June 2009
Skills
Programming(C++, C..., SPSS, SAS, SQL, Access, Excel, Word,..., Javascript, XHTML, CSS, Graduated B.S...., Monetary Economics, Finance Investment, Excel (Pivot Tables,..., PHP, MYSQL, Series 56, Excel VBA Script, Matlab, Finance, Analysis, Leadership, Public Speaking, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Data Analysis
Education
Salem State University 2009 — 2012
BS, Economics, 3.54
Heather Winchell Heather Winchell's BNY Mellon Experience September 2013 - Present
Job Senior Unit Manager at BNY Mellon
Industry Accounting
Experience
BNY Mellon September 2013 - Present
Wyoming Department of Transportation 2012 - Present
Martin/Martin Wyoming January 2012 - July 2012
C White & Son October 2010 - May 2011
PNC Investments June 2000 - January 2009
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Gmail, Accounts Payable, Accounts Receivable, Payroll, Access, Accounting, Microsoft Office, Outlook, Software Documentation, QuickBooks, Office Administration, Teamwork, Account Reconciliation, Spreadsheets, Call Centers, Data Entry, PeopleSoft, Telephone Skills, Auditing, Time Management, Fax, Human Resources, General Ledger, Expenses, Tax, Administrative..., Office Management, Management, Invoicing
Education
Salter College-West Boylston 1999 — 2000
Certificate, Executive Assistant/Executive Secretary
BNY Mellon September 2013 - Present
Wyoming Department of Transportation 2012 - Present
Martin/Martin Wyoming January 2012 - July 2012
C White & Son October 2010 - May 2011
PNC Investments June 2000 - January 2009
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Gmail, Accounts Payable, Accounts Receivable, Payroll, Access, Accounting, Microsoft Office, Outlook, Software Documentation, QuickBooks, Office Administration, Teamwork, Account Reconciliation, Spreadsheets, Call Centers, Data Entry, PeopleSoft, Telephone Skills, Auditing, Time Management, Fax, Human Resources, General Ledger, Expenses, Tax, Administrative..., Office Management, Management, Invoicing
Education
Salter College-West Boylston 1999 — 2000
Certificate, Executive Assistant/Executive Secretary
Justin O'Brien Justin O'Brien's BNY Mellon Experience 2000 - 2005
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers October 2007 - September 2008
JPMorgan 2006 - 2007
BNY Mellon 2000 - 2005
Bank of Tokyo-Mitsubishi UFJ 1988 - 2000
Skills
US Tax, International Tax, US Withholding Tax;...
Education
Saint Peter's College 1982 — 1985
Bachelor of Science (BS), Marketing
Seton Hall University 1981 — 1982
Marist 1977 — 1981
High School
Ernst & Young June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers October 2007 - September 2008
JPMorgan 2006 - 2007
BNY Mellon 2000 - 2005
Bank of Tokyo-Mitsubishi UFJ 1988 - 2000
Skills
US Tax, International Tax, US Withholding Tax;...
Education
Saint Peter's College 1982 — 1985
Bachelor of Science (BS), Marketing
Seton Hall University 1981 — 1982
Marist 1977 — 1981
High School
John E Johnson John E Johnson's BNY Mellon Experience February 2012 - Present
Job Advisor Central at BNY Mellon
Industry Consumer Services
Experience
BNY Mellon February 2012 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, PowerPoint
Education
Salter College-West Boylston 2003 — 2004
Certificate, Network and System Administration/Administrator
BNY Mellon February 2012 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, PowerPoint
Education
Salter College-West Boylston 2003 — 2004
Certificate, Network and System Administration/Administrator
Margaret LaCugna Margaret LaCugna's BNY Mellon Experience August 2005 - November 2005
Job Enhanced Prudential Standards (EPS) MIS PMO
Industry Information Technology and Services
Experience
Mitsubishi UFJ Securities May 2015 - September 2015
Bermuda Commercial Bank August 2014 - December 2014
Consultant November 2013 - March 2014
Barclays Investment Bank April 2013 - September 2013
Morgan Stanley March 2012 - February 2013
Barclays Capital January 2011 - October 2011
Bank of New York Mellon September 2007 - July 2009
JPMorganChase August 2006 - July 2007
BNY Mellon August 2005 - November 2005
National City Mortgage January 2005 - June 2005
Skills
Analysis, Program Management, Financial Services, Banking, Risk Management, Equities, Investment Banking, Corporate Finance, PMO, Securities, Business Analysis, Process Improvement, Strategy, SDLC, Portfolio Management, Strategic Financial..., Internal Audit, Integration, Auditing, Managerial Finance, Vendor Management, Project Management, Management Consulting, Management, Governance, Financial Modeling, Change Management, Executive Management, Due Diligence, Finance, Data Analysis, Investments, Mergers & Acquisitions, MS Project, Fixed Income, Derivatives, Capital Markets, Business Process..., Hedge Funds, Back Office, User Acceptance Testing, Consulting, Asset Management, Valuation, Financial Markets, Trading Systems, Financial Risk, Business Transformation, Emerging Markets, Relationship Management
Education
University of Puget Sound
MBA, Finance and Management
Seattle University
B.A.
Mitsubishi UFJ Securities May 2015 - September 2015
Bermuda Commercial Bank August 2014 - December 2014
Consultant November 2013 - March 2014
Barclays Investment Bank April 2013 - September 2013
Morgan Stanley March 2012 - February 2013
Barclays Capital January 2011 - October 2011
Bank of New York Mellon September 2007 - July 2009
JPMorganChase August 2006 - July 2007
BNY Mellon August 2005 - November 2005
National City Mortgage January 2005 - June 2005
Skills
Analysis, Program Management, Financial Services, Banking, Risk Management, Equities, Investment Banking, Corporate Finance, PMO, Securities, Business Analysis, Process Improvement, Strategy, SDLC, Portfolio Management, Strategic Financial..., Internal Audit, Integration, Auditing, Managerial Finance, Vendor Management, Project Management, Management Consulting, Management, Governance, Financial Modeling, Change Management, Executive Management, Due Diligence, Finance, Data Analysis, Investments, Mergers & Acquisitions, MS Project, Fixed Income, Derivatives, Capital Markets, Business Process..., Hedge Funds, Back Office, User Acceptance Testing, Consulting, Asset Management, Valuation, Financial Markets, Trading Systems, Financial Risk, Business Transformation, Emerging Markets, Relationship Management
Education
University of Puget Sound
MBA, Finance and Management
Seattle University
B.A.
David K. Hohler, CFA David K. Hohler, CFA's BNY Mellon Experience July 2006 - Present
Job Sr. Investment Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2006 - Present
Russell Investments September 2004 - May 2006
Russell Investments December 2000 - September 2004
State Street December 1995 - May 1998
Skills
Portfolio Management, Investment Operations, Financial Markets, Database Administration, Microsoft Office, Process Improvement, Mutual Funds, Equity Derivatives, Performance Measurement, Bloomberg, Factset, Morningstar, Derivatives, Equities, Investments, Trading, Asset Management, Investment Management
Education
Seattle University 1999 — 2001
MBA, Business Administration
University of Delaware 1991 — 1995
BA, Economics, International Relations
BNY Mellon July 2006 - Present
Russell Investments September 2004 - May 2006
Russell Investments December 2000 - September 2004
State Street December 1995 - May 1998
Skills
Portfolio Management, Investment Operations, Financial Markets, Database Administration, Microsoft Office, Process Improvement, Mutual Funds, Equity Derivatives, Performance Measurement, Bloomberg, Factset, Morningstar, Derivatives, Equities, Investments, Trading, Asset Management, Investment Management
Education
Seattle University 1999 — 2001
MBA, Business Administration
University of Delaware 1991 — 1995
BA, Economics, International Relations
Ali Pirmohamed's BNY Mellon Experience July 2015 - Present
Job Senior Financial Analyst Reporting
Industry Accounting
Experience
BNY Mellon July 2015 - Present
BNY Mellon August 2014 - Present
BNY Mellon December 2012 - Present
ALQayam January 2010 - December 2011
European Union Election Observation Mission 2010 September 2010 - December 2010
Convergys January 2007 - December 2007
M.A Hassam & Company January 2002 - December 2004
Skills
Financial Analysis, Auditing, Financial Modeling, Accounting, Microsoft Office, Business Planning, Budgets, Fund Accounting, Tax, Financial Reporting, SAP, Outlook, Portfolio Optimization, Microsoft Excel, Fund Administration, Trading, Leadership, Management, Quickbooks, Bilingual, Data Entry, Direct Sales, Screen Printing, InvestOne, Trade Capture, Finance, Account Reconciliation, Financial Accounting, Business Strategy, Cash Flow, US GAAP, General Ledger, Strategic Financial..., Financial Audits, Financial Statements, Accounts Receivable, Valuation, Portfolio Management, Mutual Funds, Forecasting, Analysis, Financial Services, External Audit, Risk Management, Business Analysis, Cash Management, Year End Accounts, Fund Of Funds, Internal Controls, Strategic Planning
Education
University of Central Florida - College of Business Administration 2008 — 2010
BSBA, Finance
Seminole Community College 2004 — 2006
AS, Business Administration
Association of Business Executives 2002 — 2003
Dip 1, Accounting
BNY Mellon July 2015 - Present
BNY Mellon August 2014 - Present
BNY Mellon December 2012 - Present
ALQayam January 2010 - December 2011
European Union Election Observation Mission 2010 September 2010 - December 2010
Convergys January 2007 - December 2007
M.A Hassam & Company January 2002 - December 2004
Skills
Financial Analysis, Auditing, Financial Modeling, Accounting, Microsoft Office, Business Planning, Budgets, Fund Accounting, Tax, Financial Reporting, SAP, Outlook, Portfolio Optimization, Microsoft Excel, Fund Administration, Trading, Leadership, Management, Quickbooks, Bilingual, Data Entry, Direct Sales, Screen Printing, InvestOne, Trade Capture, Finance, Account Reconciliation, Financial Accounting, Business Strategy, Cash Flow, US GAAP, General Ledger, Strategic Financial..., Financial Audits, Financial Statements, Accounts Receivable, Valuation, Portfolio Management, Mutual Funds, Forecasting, Analysis, Financial Services, External Audit, Risk Management, Business Analysis, Cash Management, Year End Accounts, Fund Of Funds, Internal Controls, Strategic Planning
Education
University of Central Florida - College of Business Administration 2008 — 2010
BSBA, Finance
Seminole Community College 2004 — 2006
AS, Business Administration
Association of Business Executives 2002 — 2003
Dip 1, Accounting
Myriam Ramirez Myriam Ramirez's BNY Mellon Experience 2005 - 2006
Job Controller Assistant at North Star Management
Industry Real Estate
Experience
North Star Management 2006 - Present
BNY Mellon 2005 - 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Internal Controls, Account Reconciliation, Accounts Receivable, General Ledger, Budgets, Cash Flow, Auditing, Financial Accounting, QuickBooks, Consolidation, Fixed Assets
Education
Seminole Community College 2002 — 2003
English second lenguages, Study English as a Second Language/ESL Language
St, Buenaventura University-Cali Colombia 1986 — 1991
Bachelor's degree, Accounting and Finance
North Star Management 2006 - Present
BNY Mellon 2005 - 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Internal Controls, Account Reconciliation, Accounts Receivable, General Ledger, Budgets, Cash Flow, Auditing, Financial Accounting, QuickBooks, Consolidation, Fixed Assets
Education
Seminole Community College 2002 — 2003
English second lenguages, Study English as a Second Language/ESL Language
St, Buenaventura University-Cali Colombia 1986 — 1991
Bachelor's degree, Accounting and Finance
John C. Smith II John C. Smith II's BNY Mellon Experience November 2014 - Present
Job Vice President at BNY Mellon
Industry Accounting
Experience
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
Heemanshu Joshi Heemanshu Joshi's BNY Mellon Experience June 2012 - Present
Job Mutual Fund AccountantCustody at The Bank of New York Mellon
Industry Accounting
Experience
BNY Mellon June 2012 - Present
Siemens Industry, Inc. February 2008 - December 2011
Florida Toll Services part of URS Corporation February 2007 - February 2008
University of Central Florida Library February 2004 - December 2006
Skills
Accounts Payable, Invoicing, Financial Analysis, Accounts Receivable, Microsoft Office, General Ledger, Contract Management, PeopleSoft, Internal Audit, SAP R/3, CRM, Data Mining, Capital Budgeting, Account Reconciliation, NPV, IRR, Vlookup, Macro, Pivot Tables, Legal Compliance, Legal Documents, Subcontracts, Purchase Orders, Customer Support, Sales & Use Tax, IT Solutions, FX trading, Trading Systems, Forwards, Bonds, Wire Transfers, Nostro Reconciliation, Queries, Contractual Agreements, Mainframe, Global Trade Management, Workbench, Inquiry Management..., FX Swaps, Repo, TPFX, SWIFT Messaging, Hyperion Enterprise, Contract Negotiation
Education
University of Central Florida 2003 — 2006
B.S.B.A-Finance, Business Administration-Finance
Seminole Community College 2000 — 2003
Associate of Arts (AA), Business Administration and Management, General, 3.8
BNY Mellon June 2012 - Present
Siemens Industry, Inc. February 2008 - December 2011
Florida Toll Services part of URS Corporation February 2007 - February 2008
University of Central Florida Library February 2004 - December 2006
Skills
Accounts Payable, Invoicing, Financial Analysis, Accounts Receivable, Microsoft Office, General Ledger, Contract Management, PeopleSoft, Internal Audit, SAP R/3, CRM, Data Mining, Capital Budgeting, Account Reconciliation, NPV, IRR, Vlookup, Macro, Pivot Tables, Legal Compliance, Legal Documents, Subcontracts, Purchase Orders, Customer Support, Sales & Use Tax, IT Solutions, FX trading, Trading Systems, Forwards, Bonds, Wire Transfers, Nostro Reconciliation, Queries, Contractual Agreements, Mainframe, Global Trade Management, Workbench, Inquiry Management..., FX Swaps, Repo, TPFX, SWIFT Messaging, Hyperion Enterprise, Contract Negotiation
Education
University of Central Florida 2003 — 2006
B.S.B.A-Finance, Business Administration-Finance
Seminole Community College 2000 — 2003
Associate of Arts (AA), Business Administration and Management, General, 3.8
Christian Montealvo's BNY Mellon Experience August 2000 - December 2002
Job +
Industry Investment Management
Experience
Northwestern Mutual April 2015 - Present
UBS April 2004 - September 2014
BNY Mellon August 2000 - December 2002
Skills
Business Development, Financial Planning, Leadership, Financial Analysis, Customer Relations, Abundance Mentality, Public Speaking, Investment Advisory, Common Sense, Financial Services, Teamwork, Sales Process, Emotional Intelligence, Interpersonal..., Benefits Negotiation, Stock Picking, Life Insurance, Sales Presentations, Needs Analysis, Retirement Planning, Creative Solutions, Creative Writing, Rollovers, Listening, Motivational Speaking, Life Coaching, Mediation 101, WordPress Developer..., Investments, Customer Service, Microsoft Excel, Finance
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Political Science and Government
Santa Monica College 1994 — 1998
Associate's Degree
Northwestern Mutual April 2015 - Present
UBS April 2004 - September 2014
BNY Mellon August 2000 - December 2002
Skills
Business Development, Financial Planning, Leadership, Financial Analysis, Customer Relations, Abundance Mentality, Public Speaking, Investment Advisory, Common Sense, Financial Services, Teamwork, Sales Process, Emotional Intelligence, Interpersonal..., Benefits Negotiation, Stock Picking, Life Insurance, Sales Presentations, Needs Analysis, Retirement Planning, Creative Solutions, Creative Writing, Rollovers, Listening, Motivational Speaking, Life Coaching, Mediation 101, WordPress Developer..., Investments, Customer Service, Microsoft Excel, Finance
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Political Science and Government
Santa Monica College 1994 — 1998
Associate's Degree
Sergio Almaraz Sergio Almaraz's BNY Mellon Experience July 2015 - Present
Job Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2015 - Present
UPS September 2011 - June 2015
Skills
Leadership, Creative Strategy, Operational Planning, Training, Employee Recognition, Influence Others, Time Management, Managing Deadlines, Production Efficiency, Accounting, Team Building, Tax, Operations Management, Distribution Center..., Team Motivation, Decision Making, Communication, Project Planning, Process Improvement, Sports
Education
University of Central Florida 2011 — 2015
"Bachelors of Science", Accounting
Seminole State College of Florida 2011 — 2012
Associate of Arts (AA), Accounting
BNY Mellon July 2015 - Present
UPS September 2011 - June 2015
Skills
Leadership, Creative Strategy, Operational Planning, Training, Employee Recognition, Influence Others, Time Management, Managing Deadlines, Production Efficiency, Accounting, Team Building, Tax, Operations Management, Distribution Center..., Team Motivation, Decision Making, Communication, Project Planning, Process Improvement, Sports
Education
University of Central Florida 2011 — 2015
"Bachelors of Science", Accounting
Seminole State College of Florida 2011 — 2012
Associate of Arts (AA), Accounting
Kateryna Rybka's BNY Mellon Experience January 2007 - June 2012
Job Real Estate Sales
Industry Real Estate
Experience
Miron Properties December 2014 - Present
Gold Tower Real Estate October 2012 - Present
BNY Mellon January 2007 - June 2012
Skills
Investor Relations, Strategy, Manage Client..., Project Management, Sales&Marketing, Presentation Development, Organization Of Events, Survey Management, Russian, Real Estate Sales..., Real Estate Sales, Real Estate Rentals, Luxury Real Estate, Real Estate Transactions
Education
Seton Hall University 2005 — 2007
Master of Arts (M.A.), International Relations and Diplomany
Cedar Crest College 2000 — 2004
Bachelor's degree, Business Administration and Marketing
Artek School
Miron Properties December 2014 - Present
Gold Tower Real Estate October 2012 - Present
BNY Mellon January 2007 - June 2012
Skills
Investor Relations, Strategy, Manage Client..., Project Management, Sales&Marketing, Presentation Development, Organization Of Events, Survey Management, Russian, Real Estate Sales..., Real Estate Sales, Real Estate Rentals, Luxury Real Estate, Real Estate Transactions
Education
Seton Hall University 2005 — 2007
Master of Arts (M.A.), International Relations and Diplomany
Cedar Crest College 2000 — 2004
Bachelor's degree, Business Administration and Marketing
Artek School
Otilia Duggan Otilia Duggan's BNY Mellon Experience January 2007 - January 2009
Job Defined Contribution Benefit Associate at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial July 2015 - Present
Prudential Financial February 2014 - Present
Ambit Energy October 2011 - December 2014
American Senior Benefits June 2013 - January 2014
Duggan Property Management January 1998 - 2014
Wyndham Vacation Ownership January 2010 - February 2013
Wyndham Vacation Ownership January 2009 - January 2010
BNY Mellon January 2007 - January 2009
BNY Mellon January 2006 - January 2007
Bank of New York January 2003 - January 2006
Skills
Customer Satisfaction, Project Management, Team Building, Teamwork, Troubleshooting, Windows, Budgets, Strategic Planning, Negotiation, Outlook, Public Speaking, Teaching, Social Media, Highly self-motivated, English, Research, Photoshop, C++, Editing, Event Planning, Integrity, Technical Standards, Multi-tasking Skills, Communicative Skills, Organizational &..., Financial Services, Online Marketing, Customer Experience, Entrepreneurship, Social Networking, Administration, Insurance, Help Desk Support, Management, Information Technology, Call Centers, Technical Support, Disaster Recovery, Sales, Training, Marketing, Customer Service..., Technical Service..., System Administration, Coaching, Sales Presentations, Hardware, Business Continuity, IT Operations, Team Leadership
Education
Seton Hall University 1987 — 1991
BS, Management Information Systems and Services
John P. Stevens High School Edison, NJ 08820 1986 — 1991
High School Diploma, Business Administration, Management and Operations
Prudential Financial July 2015 - Present
Prudential Financial February 2014 - Present
Ambit Energy October 2011 - December 2014
American Senior Benefits June 2013 - January 2014
Duggan Property Management January 1998 - 2014
Wyndham Vacation Ownership January 2010 - February 2013
Wyndham Vacation Ownership January 2009 - January 2010
BNY Mellon January 2007 - January 2009
BNY Mellon January 2006 - January 2007
Bank of New York January 2003 - January 2006
Skills
Customer Satisfaction, Project Management, Team Building, Teamwork, Troubleshooting, Windows, Budgets, Strategic Planning, Negotiation, Outlook, Public Speaking, Teaching, Social Media, Highly self-motivated, English, Research, Photoshop, C++, Editing, Event Planning, Integrity, Technical Standards, Multi-tasking Skills, Communicative Skills, Organizational &..., Financial Services, Online Marketing, Customer Experience, Entrepreneurship, Social Networking, Administration, Insurance, Help Desk Support, Management, Information Technology, Call Centers, Technical Support, Disaster Recovery, Sales, Training, Marketing, Customer Service..., Technical Service..., System Administration, Coaching, Sales Presentations, Hardware, Business Continuity, IT Operations, Team Leadership
Education
Seton Hall University 1987 — 1991
BS, Management Information Systems and Services
John P. Stevens High School Edison, NJ 08820 1986 — 1991
High School Diploma, Business Administration, Management and Operations
Cheryl Prokosch Cheryl Prokosch's BNY Mellon Experience February 2004 - Present
Job Sr. Administrative Assistant at BNY Mellon
Industry Banking
Experience
BNYMellon February 2004 - Present
BNY Mellon February 2004 - Present
Skills
Microsoft Office..., Business Continuity..., Data Security, Lotus Notes, Event Planning, Administrative..., Office Management, Disaster Recovery, Windows 7, IBM iSeries, Member of Toastmasters, Mid Florida Chapter of..., Human Resources, Benefits Administration, Management, Microsoft Office, Customer Service, Project Management, Training, Leadership, Microsoft Word, Process Improvement, Outlook, Strategic Planning
Education
University of Central Florida 2011 — 2013
N/A, Business Management
Seminole State College of Florida 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
BNYMellon February 2004 - Present
BNY Mellon February 2004 - Present
Skills
Microsoft Office..., Business Continuity..., Data Security, Lotus Notes, Event Planning, Administrative..., Office Management, Disaster Recovery, Windows 7, IBM iSeries, Member of Toastmasters, Mid Florida Chapter of..., Human Resources, Benefits Administration, Management, Microsoft Office, Customer Service, Project Management, Training, Leadership, Microsoft Word, Process Improvement, Outlook, Strategic Planning
Education
University of Central Florida 2011 — 2013
N/A, Business Management
Seminole State College of Florida 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Max Jean Max Jean's BNY Mellon Experience April 2006 - November 2007
Job Sr. Compensation Analyst at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
US Trust November 2010 - December 2014
Bank of America December 2007 - October 2010
BNY Mellon April 2006 - November 2007
BNY Mellon October 2002 - March 2006
Army National Guard January 1998 - January 2004
Skills
Financial Analysis, Finance, Financial Reporting, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Wealth Management..., Financial Services, Incentive Programs, Forecasting, Deferred Compensation, Mutual Funds, Process Improvement, Human Resources, Financial Modeling
Education
Suffolk University - Sawyer Business School 2005 — 2006
Master, Finance
Salem State University 1999 — 2002
Bachelor, Business Administration
College international de Cannes 2001 — 2001
French Economy
Citi January 2015 - Present
US Trust November 2010 - December 2014
Bank of America December 2007 - October 2010
BNY Mellon April 2006 - November 2007
BNY Mellon October 2002 - March 2006
Army National Guard January 1998 - January 2004
Skills
Financial Analysis, Finance, Financial Reporting, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Wealth Management..., Financial Services, Incentive Programs, Forecasting, Deferred Compensation, Mutual Funds, Process Improvement, Human Resources, Financial Modeling
Education
Suffolk University - Sawyer Business School 2005 — 2006
Master, Finance
Salem State University 1999 — 2002
Bachelor, Business Administration
College international de Cannes 2001 — 2001
French Economy
Ronald R. Macleod's BNY Mellon Experience 2002 - 2005
Job Managing Director FFO
Industry Financial Services
Experience
FFO February 2015 - Present
Baciu Family Capital November 1999 - Present
SoFi/Cabezon Investment Group December 2012 - February 2014
Rockefeller & Co., Inc. May 2010 - May 2012
Nuveen Investments January 2007 - July 2008
UST 2005 - 2007
BNY Mellon 2002 - 2005
Santa Barbara Technology Group 2001 - 2004
NASDAQ January 1997 - 2001
The Carson Group 1995 - 1997
Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management
Education
University of California, Los Angeles
Stanford Graduate School of Business Executive Education 2006 — 2007
Graduate School of Business
Santa Monica College
Pacific Palisades High School
Diploma
Stanford University 2014 — 2014
MOOC
FFO February 2015 - Present
Baciu Family Capital November 1999 - Present
SoFi/Cabezon Investment Group December 2012 - February 2014
Rockefeller & Co., Inc. May 2010 - May 2012
Nuveen Investments January 2007 - July 2008
UST 2005 - 2007
BNY Mellon 2002 - 2005
Santa Barbara Technology Group 2001 - 2004
NASDAQ January 1997 - 2001
The Carson Group 1995 - 1997
Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management
Education
University of California, Los Angeles
Stanford Graduate School of Business Executive Education 2006 — 2007
Graduate School of Business
Santa Monica College
Pacific Palisades High School
Diploma
Stanford University 2014 — 2014
MOOC
Teddy Doodnauth's BNY Mellon Experience August 2014 - February 2015
Job F&O Advisory at Deloitte
Industry Financial Services
Experience
Deloitte February 2015 - Present
BNY Mellon August 2014 - February 2015
Verizon Communications May 2014 - August 2014
Lockheed Martin March 2013 - April 2014
Pinnacle Property Management LLC February 2012 - June 2013
Northwestern Mutual December 2012 - February 2013
New Hope for Kids August 2012 - December 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Time Management, Management, Microsoft Word, Sales, Outlook, PowerPoint, QuickBooks, Medical Billing, Accounting, Invoicing, Data Entry, Organizational..., Community Outreach, Quicken, Portfolio Management, SQL, Cognos, Macro Analysis, Query Analyzer, Data Analysis, Leadership, Customer Service, Teamwork
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
Seminole State College of Florida 2010 — 2012
Associate of Arts (A.A.), Business/Managerial Economics, Cum Laude Graduate
2015 CFA Level I Candidate
Deloitte February 2015 - Present
BNY Mellon August 2014 - February 2015
Verizon Communications May 2014 - August 2014
Lockheed Martin March 2013 - April 2014
Pinnacle Property Management LLC February 2012 - June 2013
Northwestern Mutual December 2012 - February 2013
New Hope for Kids August 2012 - December 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Time Management, Management, Microsoft Word, Sales, Outlook, PowerPoint, QuickBooks, Medical Billing, Accounting, Invoicing, Data Entry, Organizational..., Community Outreach, Quicken, Portfolio Management, SQL, Cognos, Macro Analysis, Query Analyzer, Data Analysis, Leadership, Customer Service, Teamwork
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
Seminole State College of Florida 2010 — 2012
Associate of Arts (A.A.), Business/Managerial Economics, Cum Laude Graduate
2015 CFA Level I Candidate
Divina Mayfield Divina Mayfield's BNY Mellon Experience July 2015 - Present
Job Human Resources Administrator at BNY Mellon
Industry Primary/Secondary Education
Experience
BNY Mellon July 2015 - Present
Corpus Christi School July 2013 - June 2015
St. Mary's School August 2000 - June 2013
Skills
Lesson Planning, Classroom Management
Education
San Francisco State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
BNY Mellon July 2015 - Present
Corpus Christi School July 2013 - June 2015
St. Mary's School August 2000 - June 2013
Skills
Lesson Planning, Classroom Management
Education
San Francisco State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Theo Filardi Theo Filardi's BNY Mellon Experience May 2013 - May 2014
Job Financial Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
The Quechee Ski School December 2009 - Present
Prudential Financial June 2014 - June 2015
BNY Mellon May 2013 - May 2014
Janney Montgomery Scott May 2011 - June 2011
Tancretti Farms May 2007 - November 2010
Skills
Marketing Strategy, Management, Intuitive Leadership, Problem Solving, Microsoft Office, Golf, Marketing, Financial Analysis, People Skills, Innovation, Public Speaking, Result Oriented, IT Financial Management, Training, Time Management, Social Networking, Fundraising, Leadership, Finance, Analysis, Social Media, Research, Teamwork, Strategy, Financial Modeling
Education
Seton Hall University 2011 — 2015
Bachelor of Science, Finance, Marketing, Junior
Notre Dame High School 2007 — 2011
Prudential Financial July 2015 - Present
The Quechee Ski School December 2009 - Present
Prudential Financial June 2014 - June 2015
BNY Mellon May 2013 - May 2014
Janney Montgomery Scott May 2011 - June 2011
Tancretti Farms May 2007 - November 2010
Skills
Marketing Strategy, Management, Intuitive Leadership, Problem Solving, Microsoft Office, Golf, Marketing, Financial Analysis, People Skills, Innovation, Public Speaking, Result Oriented, IT Financial Management, Training, Time Management, Social Networking, Fundraising, Leadership, Finance, Analysis, Social Media, Research, Teamwork, Strategy, Financial Modeling
Education
Seton Hall University 2011 — 2015
Bachelor of Science, Finance, Marketing, Junior
Notre Dame High School 2007 — 2011
Tina Nguyen Tina Nguyen's BNY Mellon Experience August 2014 - Present
Job Senior Executive Adminstrator and Office Administrator at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon August 2014 - Present
Dr. Trong T. Tran, DDS October 2012 - Present
Hoopla Software April 2014 - August 2014
Apigee May 2013 - March 2014
Skills
Management, Microsoft Office, Microsoft Word, Mac OS, Leadership, Account Management, Microsoft Excel, Human Resources, Process Improvement, PowerPoint, Program Management, Customer Service, Photoshop, Salesforce.com, Recruiting, System Administration, Basic Linux, VMware, Windows (XP, Vista, 7,..., Software Documentation
Education
San Jose State University 2008 — 2013
Bachelor of Arts (B.A.), Psychology
BNY Mellon August 2014 - Present
Dr. Trong T. Tran, DDS October 2012 - Present
Hoopla Software April 2014 - August 2014
Apigee May 2013 - March 2014
Skills
Management, Microsoft Office, Microsoft Word, Mac OS, Leadership, Account Management, Microsoft Excel, Human Resources, Process Improvement, PowerPoint, Program Management, Customer Service, Photoshop, Salesforce.com, Recruiting, System Administration, Basic Linux, VMware, Windows (XP, Vista, 7,..., Software Documentation
Education
San Jose State University 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Mike Cavallo Mike Cavallo's BNY Mellon Experience November 1992 - Present
Job Vice President Manager, BNY Mellon Investment Performance & Risk Analytics Consulting
Industry Financial Services
Experience
BNY Mellon November 1992 - Present
Bankers Trust June 1990 - November 1992
Merrill Lynch & Co., Inc. June 1989 - June 1990
Skills
Banking, Financial Services, Fixed Income, Equities, Derivatives, Mutual Funds, Portfolio Management, Capital Markets, Securities, Hedge Funds, Investments, Asset Management, Risk Management, FX Options, Bloomberg, Alternative Investments
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1985 — 1989
Bachelor's degree, Economics
BNY Mellon November 1992 - Present
Bankers Trust June 1990 - November 1992
Merrill Lynch & Co., Inc. June 1989 - June 1990
Skills
Banking, Financial Services, Fixed Income, Equities, Derivatives, Mutual Funds, Portfolio Management, Capital Markets, Securities, Hedge Funds, Investments, Asset Management, Risk Management, FX Options, Bloomberg, Alternative Investments
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1985 — 1989
Bachelor's degree, Economics
Nicole Calabrese's BNY Mellon Experience September 2006 - January 2008
Job Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management June 2015 - Present
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management March 2013 - March 2015
Windhaven Investment Management November 2012 - March 2013
Windhaven Investment Management February 2012 - November 2012
Windhaven Investment Management March 2010 - February 2012
Gannett Welsh & Kotler January 2008 - March 2010
BNY Mellon September 2006 - January 2008
Skills
Series 65, Superior Client Service, Marketing Communications, RFP Generation, Salesforce.com, Institutional..., Institutional Relations, Relationship Management, Investment Policy..., Reporting & Analysis, Global Tactical Asset..., Investment Management, Bloomberg, ETFs, Separately Managed..., Collective Trust Fund, Financial Services, Client Services, Fund Administration, Wealth Management..., Investments, Management
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Salem State College 2001 — 2006
Bachelor's Degree, Business Management
Windhaven Investment Management June 2015 - Present
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management March 2013 - March 2015
Windhaven Investment Management November 2012 - March 2013
Windhaven Investment Management February 2012 - November 2012
Windhaven Investment Management March 2010 - February 2012
Gannett Welsh & Kotler January 2008 - March 2010
BNY Mellon September 2006 - January 2008
Skills
Series 65, Superior Client Service, Marketing Communications, RFP Generation, Salesforce.com, Institutional..., Institutional Relations, Relationship Management, Investment Policy..., Reporting & Analysis, Global Tactical Asset..., Investment Management, Bloomberg, ETFs, Separately Managed..., Collective Trust Fund, Financial Services, Client Services, Fund Administration, Wealth Management..., Investments, Management
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Salem State College 2001 — 2006
Bachelor's Degree, Business Management
Jennifer Schulman Jennifer Schulman's BNY Mellon Experience 2005 - Present
Job Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2005 - Present
BNY Mellon 2005 - Present
TD Ameritrade 1996 - 2001
TD Ameritrade 1996 - 2001
Skills
Asset Management, Investments, Equities, Wealth Management, Alternative Investments, Portfolio Management, Securities, Asset Allocation, Valuation, Due Diligence, Mergers & Acquisitions, Options, Risk Management, Financial Modeling, Series 7
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), International Business
BNY Mellon Wealth Management February 2005 - Present
BNY Mellon 2005 - Present
TD Ameritrade 1996 - 2001
TD Ameritrade 1996 - 2001
Skills
Asset Management, Investments, Equities, Wealth Management, Alternative Investments, Portfolio Management, Securities, Asset Allocation, Valuation, Due Diligence, Mergers & Acquisitions, Options, Risk Management, Financial Modeling, Series 7
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), International Business
Tiffany Benedetto, EA Tiffany Benedetto, EA's BNY Mellon Experience June 1999 - Present
Job Enrolled Agent
Industry Financial Services
Experience
Benedetto Tax Solutions December 2012 - Present
BNY Mellon June 1999 - Present
Shaw's Supermarkets March 1986 - June 1999
Skills
IRS Enrolled Agent, Accounting for Small..., Individual Returns, Drake Tax Software, FASB, GASB, Management, Microsoft Excel, Microsoft Word, Cost Basis Reporting, 1099 Preparation, Tax, Tax Preparation, Accounting, Tax Law, Small Business, Tax Accounting, Tax Research, General Ledger, Account Reconciliation, Partnership Taxation, Tax Returns, Sales Tax, Corporate Tax, Financial Reporting, Income Tax, Tax Advisory, Securities, Investments, Financial Accounting, Financial Services, Fund Accounting, Global Custody, Payroll, Bookkeeping, GAAP, Bloomberg, Payroll Taxes, Accounts Payable, Accounts Receivable, Corporate Actions, Strategic Financial..., Financial Planners, QuickBooks, Financial Planning
Education
Salem State College
Bachelor of Science (BS), Business Administration with a concentration in Accounting, Cum Laude
Revere High School
Benedetto Tax Solutions December 2012 - Present
BNY Mellon June 1999 - Present
Shaw's Supermarkets March 1986 - June 1999
Skills
IRS Enrolled Agent, Accounting for Small..., Individual Returns, Drake Tax Software, FASB, GASB, Management, Microsoft Excel, Microsoft Word, Cost Basis Reporting, 1099 Preparation, Tax, Tax Preparation, Accounting, Tax Law, Small Business, Tax Accounting, Tax Research, General Ledger, Account Reconciliation, Partnership Taxation, Tax Returns, Sales Tax, Corporate Tax, Financial Reporting, Income Tax, Tax Advisory, Securities, Investments, Financial Accounting, Financial Services, Fund Accounting, Global Custody, Payroll, Bookkeeping, GAAP, Bloomberg, Payroll Taxes, Accounts Payable, Accounts Receivable, Corporate Actions, Strategic Financial..., Financial Planners, QuickBooks, Financial Planning
Education
Salem State College
Bachelor of Science (BS), Business Administration with a concentration in Accounting, Cum Laude
Revere High School
Nicole Mishel's BNY Mellon Experience April 2014 - May 2015
Job Associate Account Executive at GAP Promo
Industry Marketing and Advertising
Experience
GAP Promo July 2015 - Present
BNY Mellon April 2014 - May 2015
L.J. Mishel Electrical Contractors December 2012 - April 2014
Appleseed's June 2012 - August 2012
Pacific Sunwear November 2009 - January 2012
Skills
Marketing, QuickBooks, Facebook, Social Media Marketing, Microsoft Excel, Customer Service, Accounting, PowerPoint, Microsoft Word, Fashion, Time Management
Education
Salve Regina University 2012 — 2013
Master of Business Administration (M.B.A.)
Salve Regina University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Ipswich High School 2004 — 2008
GAP Promo July 2015 - Present
BNY Mellon April 2014 - May 2015
L.J. Mishel Electrical Contractors December 2012 - April 2014
Appleseed's June 2012 - August 2012
Pacific Sunwear November 2009 - January 2012
Skills
Marketing, QuickBooks, Facebook, Social Media Marketing, Microsoft Excel, Customer Service, Accounting, PowerPoint, Microsoft Word, Fashion, Time Management
Education
Salve Regina University 2012 — 2013
Master of Business Administration (M.B.A.)
Salve Regina University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Ipswich High School 2004 — 2008
David Maze's BNY Mellon Experience October 2012 - Present
Job Trade Capture Specialist at BNY Mellon
Industry Government Administration
Experience
BNY Mellon October 2012 - Present
United States Postal Service June 2006 - October 2012
Moreno, Peelen, Pinto & Clark May 2012 - September 2012
Applied Strategy Incorporated August 2011 - December 2011
Tropical Smoothie Café November 2008 - October 2010
Skills
Financial Analysis, Employee Relations, Organizational..., Microsoft Word, Research, Sales, Forecasting, Economics
Education
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor of Science, Economics
Seminole State College of Florida 2008 — 2010
Associate of Arts, General Studies
BNY Mellon October 2012 - Present
United States Postal Service June 2006 - October 2012
Moreno, Peelen, Pinto & Clark May 2012 - September 2012
Applied Strategy Incorporated August 2011 - December 2011
Tropical Smoothie Café November 2008 - October 2010
Skills
Financial Analysis, Employee Relations, Organizational..., Microsoft Word, Research, Sales, Forecasting, Economics
Education
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor of Science, Economics
Seminole State College of Florida 2008 — 2010
Associate of Arts, General Studies
Roger Witzel Roger Witzel's BNY Mellon Experience March 2000 - December 2009
Job Commercial Real Estate Appraiser Associate at Commercial Investment Appraisers
Industry Real Estate
Experience
Commercial Investment Appraisers April 2011 - Present
BNY Mellon March 2000 - December 2009
RCM 1999 - 2004
Education
University of Nevada-Las Vegas 2004 — 2006
No, Accounting, Finance
San Francisco State University, College of Business 2001 — 2003
No, Accounting, Finance
Commercial Investment Appraisers April 2011 - Present
BNY Mellon March 2000 - December 2009
RCM 1999 - 2004
Education
University of Nevada-Las Vegas 2004 — 2006
No, Accounting, Finance
San Francisco State University, College of Business 2001 — 2003
No, Accounting, Finance
Elizabeth Sparks Elizabeth Sparks's BNY Mellon Experience October 2012 - April 2013
Job Lead HR Generalist at Eaton
Industry Human Resources
Experience
Eaton September 2015 - Present
Eaton June 2014 - August 2015
West Side Jewelry January 2003 - May 2014
LB Foster August 2013 - December 2013
Western Pennsylvania Conservancy July 2007 - September 2013
PepsiCo - Frito Lay May 2013 - August 2013
BNY Mellon October 2012 - April 2013
Wabtec September 2011 - April 2012
Seton Hill University August 2010 - January 2012
Skills
Human Resources, Leadership, Public Speaking, Time Management, Recruiting, Marketing, Microsoft Office, Social Media, PowerPoint, Team Building, Customer Service, Employee Relations, Microsoft Excel, Teamwork, Research, Program Management, Fundraising, Sales, Event Management, Microsoft Word, Management, Strategic Planning, Community Outreach, English, Nonprofits, New Hire Orientations, Employee Benefits, Outlook, Social Networking, Project Management, Six Sigma, Consulting, Analytical Skills, Team Leadership, Employee Training, Union Relations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Human Resources and Organizational Behavior
Seton Hill University 2008 — 2012
Bachelor of Science (B.S.), Human Resources Management & Marketing
Connellsville Area Senior High School 2005 — 2008
Eaton September 2015 - Present
Eaton June 2014 - August 2015
West Side Jewelry January 2003 - May 2014
LB Foster August 2013 - December 2013
Western Pennsylvania Conservancy July 2007 - September 2013
PepsiCo - Frito Lay May 2013 - August 2013
BNY Mellon October 2012 - April 2013
Wabtec September 2011 - April 2012
Seton Hill University August 2010 - January 2012
Skills
Human Resources, Leadership, Public Speaking, Time Management, Recruiting, Marketing, Microsoft Office, Social Media, PowerPoint, Team Building, Customer Service, Employee Relations, Microsoft Excel, Teamwork, Research, Program Management, Fundraising, Sales, Event Management, Microsoft Word, Management, Strategic Planning, Community Outreach, English, Nonprofits, New Hire Orientations, Employee Benefits, Outlook, Social Networking, Project Management, Six Sigma, Consulting, Analytical Skills, Team Leadership, Employee Training, Union Relations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Human Resources and Organizational Behavior
Seton Hill University 2008 — 2012
Bachelor of Science (B.S.), Human Resources Management & Marketing
Connellsville Area Senior High School 2005 — 2008
Dawn Shalsi's BNY Mellon Experience August 2008 - January 2015
Job Income and Tax Senior Specialist at BNY Mellon
Industry Financial Services
Experience
Massachusetts Department of Revenue February 2015 - Present
BNY Mellon August 2008 - January 2015
Massbank-currently known as Eastern Bank February 2008 - August 2008
Melrose YMCA Child Care Center August 2000 - February 2008
Skills
Tax, Fund Accounting, Account Reconciliation, Accounting, International Tax, Corporate Tax, Tax Research, Tax Accounting, General Ledger, Financial Accounting, Income Tax, Tax Preparation, Management, Time Management
Education
Salem State College 2002 — 2007
Bachelor of Science, Business Administration, Management Concentration
Massachusetts Department of Revenue February 2015 - Present
BNY Mellon August 2008 - January 2015
Massbank-currently known as Eastern Bank February 2008 - August 2008
Melrose YMCA Child Care Center August 2000 - February 2008
Skills
Tax, Fund Accounting, Account Reconciliation, Accounting, International Tax, Corporate Tax, Tax Research, Tax Accounting, General Ledger, Financial Accounting, Income Tax, Tax Preparation, Management, Time Management
Education
Salem State College 2002 — 2007
Bachelor of Science, Business Administration, Management Concentration
Siobhan Harris's BNY Mellon Experience February 2014 - April 2015
Job Experienced Art Director and Graphic Designer
Industry Marketing and Advertising
Experience
W. P. Carey Inc. May 2010 - Present
BNY Mellon February 2014 - April 2015
KPMG August 2009 - May 2010
Deloitte March 2006 - August 2009
MyRegistry.com February 2004 - March 2005
Crown Relocations 2001 - 2004
Skills
Photoshop, InDesign, Illustrator, PowerPoint, Dreamweaver, Adobe Acrobat, QuarkXPress, Adobe Creative Suite, Mac, Excel, Creative Direction, Social Media, Brand Development, Art Direction, Advertising, Corporate Branding, Graphic Design, Photography, Brochures, Marketing Communications, Email Marketing, Corporate Identity, Copywriting, Flash, Graphics, CSS, Typography, Logo Design, Art, HTML, Posters, Branding & Identity, Marketing, User Experience, Information Architecture, Layout, Web Design, Brand Identity, Visual Design
Education
School of Visual Arts 2006 — 2006
Editorial Design
Sarah Lawrence College 1997 — 2001
Bachelor of Arts, Liberal Arts
W. P. Carey Inc. May 2010 - Present
BNY Mellon February 2014 - April 2015
KPMG August 2009 - May 2010
Deloitte March 2006 - August 2009
MyRegistry.com February 2004 - March 2005
Crown Relocations 2001 - 2004
Skills
Photoshop, InDesign, Illustrator, PowerPoint, Dreamweaver, Adobe Acrobat, QuarkXPress, Adobe Creative Suite, Mac, Excel, Creative Direction, Social Media, Brand Development, Art Direction, Advertising, Corporate Branding, Graphic Design, Photography, Brochures, Marketing Communications, Email Marketing, Corporate Identity, Copywriting, Flash, Graphics, CSS, Typography, Logo Design, Art, HTML, Posters, Branding & Identity, Marketing, User Experience, Information Architecture, Layout, Web Design, Brand Identity, Visual Design
Education
School of Visual Arts 2006 — 2006
Editorial Design
Sarah Lawrence College 1997 — 2001
Bachelor of Arts, Liberal Arts
Sabastian George Sabastian George's BNY Mellon Experience August 2012 - July 2014
Job Accountant II at RTE Logistics Inc.
Industry Accounting
Experience
RTE Logistics Inc November 2014 - Present
JB Justice & Company July 2014 - November 2014
BNY Mellon August 2012 - July 2014
Texas State University (VITA) January 2010 - August 2012
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Sarbanes-Oxley Act, Accounts Receivable, Bookkeeping, US GAAP, IFRS, EMS, Data Mining, Large Scale Data..., Intermediate Microsoft..., Multi Tasking, Multilingual, Accurate Data Entry
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
San Jacinto College 2007 — 2008
Associate of Arts (AA), Business Administration and Management, General
RTE Logistics Inc November 2014 - Present
JB Justice & Company July 2014 - November 2014
BNY Mellon August 2012 - July 2014
Texas State University (VITA) January 2010 - August 2012
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Sarbanes-Oxley Act, Accounts Receivable, Bookkeeping, US GAAP, IFRS, EMS, Data Mining, Large Scale Data..., Intermediate Microsoft..., Multi Tasking, Multilingual, Accurate Data Entry
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
San Jacinto College 2007 — 2008
Associate of Arts (AA), Business Administration and Management, General
Joseph Witts Joseph Witts's BNY Mellon Experience March 2014 - Present
Job Account Administrator at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2014 - Present
Busa Wine and Spirits May 2010 - December 2013
Salem State University August 2011 - May 2012
Skills
Mutual Funds, Accounting, Financial Analysis, Finance, Account Reconciliation, Financial Reporting, DTC, Bloomberg, Financial Risk, Risk Management, Fund Of Funds, Fund Accounting, Microsoft Office
Education
Salem State University 2014 — 2017
Master of Business Administration (M.B.A.), Global Business
Salem State University 2008 — 2012
Bachelor of Arts (B.A.), History (Pre-legal/Business Concentration)
BNY Mellon March 2014 - Present
Busa Wine and Spirits May 2010 - December 2013
Salem State University August 2011 - May 2012
Skills
Mutual Funds, Accounting, Financial Analysis, Finance, Account Reconciliation, Financial Reporting, DTC, Bloomberg, Financial Risk, Risk Management, Fund Of Funds, Fund Accounting, Microsoft Office
Education
Salem State University 2014 — 2017
Master of Business Administration (M.B.A.), Global Business
Salem State University 2008 — 2012
Bachelor of Arts (B.A.), History (Pre-legal/Business Concentration)
Richard Parada's BNY Mellon Experience June 2014 - August 2014
Job Master of Science in Information Systems and Operations Management at the University of Florida
Industry
Experience
BNY Mellon June 2014 - August 2014
The Storage Group January 2013 - August 2013
Wells Fargo June 2012 - December 2012
Skills
Microsoft Office, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Research, Management, Marketing, Local Search..., Customer Service
Education
University of Florida 2015 — 2016
Master of Science in Information Systems and Operations Management
University of Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Seminole State College of Florida 2011 — 2013
Associate of Arts (A.A.)
BNY Mellon June 2014 - August 2014
The Storage Group January 2013 - August 2013
Wells Fargo June 2012 - December 2012
Skills
Microsoft Office, Leadership, Microsoft Excel, Public Speaking, PowerPoint, Research, Management, Marketing, Local Search..., Customer Service
Education
University of Florida 2015 — 2016
Master of Science in Information Systems and Operations Management
University of Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Seminole State College of Florida 2011 — 2013
Associate of Arts (A.A.)
Matthew Darwin, Esq. Matthew Darwin, Esq.'s BNY Mellon Experience March 2015 - Present
Job Vice President at BNY Mellon; Financial Services Attorney
Industry Legal Services
Experience
BNY Mellon March 2015 - Present
BNY Mellon October 2013 - February 2015
Rothstein Kass (now KPMG) November 2012 - May 2013
Scarinci Hollenbeck, LLC February 2011 - November 2012
Levinson Law Group April 2010 - August 2010
Underground Sound Studios May 2008 - August 2008
Skills
Litigation, Legal Research, Courts, Westlaw, Public Speaking, PowerPoint, Securities Regulation, Lexis, Microsoft Office, Research, Building Relationships, Marketing, Microsoft Excel, Leadership, Organizational..., Microsoft Word, Fundraising, Project Management, Accounting, Financial Analysis, Hedge Funds, Financial Research, Security Compliance, Private Equity
Education
Seton Hall University School of Law 2010 — 2012
JD
Susquehanna University 2005 — 2009
Bachelor of Science, Business Administration; Marketing
BNY Mellon March 2015 - Present
BNY Mellon October 2013 - February 2015
Rothstein Kass (now KPMG) November 2012 - May 2013
Scarinci Hollenbeck, LLC February 2011 - November 2012
Levinson Law Group April 2010 - August 2010
Underground Sound Studios May 2008 - August 2008
Skills
Litigation, Legal Research, Courts, Westlaw, Public Speaking, PowerPoint, Securities Regulation, Lexis, Microsoft Office, Research, Building Relationships, Marketing, Microsoft Excel, Leadership, Organizational..., Microsoft Word, Fundraising, Project Management, Accounting, Financial Analysis, Hedge Funds, Financial Research, Security Compliance, Private Equity
Education
Seton Hall University School of Law 2010 — 2012
JD
Susquehanna University 2005 — 2009
Bachelor of Science, Business Administration; Marketing
Arun Kulandairaj's BNY Mellon Experience March 2010 - September 2011
Job Associate at Bank of TokyoMitsubishi UFJ
Industry Computer Software
Experience
Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
BNY Mellon March 2010 - September 2011
Capital Group February 2007 - March 2010
Capital One March 2006 - January 2007
Citibank March 2004 - February 2006
Citigroup March 2002 - March 2004
iCode December 1999 - April 2002
Skills
QTP, Test Automation, BFSI, Business Process..., Testing, Automation, Quality Center, Test Planning, Test Management, SDLC, Integration, PMP, Software Project..., Agile Methodologies, Business Requirements, Quality Assurance, Requirements Analysis, Resource Management, SOA, Management, Agile Project Management, Business Analysis, Vendor Management, Project Delivery, Software Quality..., Regression Testing, Manual Testing, Requirements Gathering, System Testing, Test Strategy
Education
Sathyabama University 1995 — 1999
B.E, Electronic and communication
St. Bede's Anglo-Indian Higher Secondary School 1990 — 1999
12th
Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
BNY Mellon March 2010 - September 2011
Capital Group February 2007 - March 2010
Capital One March 2006 - January 2007
Citibank March 2004 - February 2006
Citigroup March 2002 - March 2004
iCode December 1999 - April 2002
Skills
QTP, Test Automation, BFSI, Business Process..., Testing, Automation, Quality Center, Test Planning, Test Management, SDLC, Integration, PMP, Software Project..., Agile Methodologies, Business Requirements, Quality Assurance, Requirements Analysis, Resource Management, SOA, Management, Agile Project Management, Business Analysis, Vendor Management, Project Delivery, Software Quality..., Regression Testing, Manual Testing, Requirements Gathering, System Testing, Test Strategy
Education
Sathyabama University 1995 — 1999
B.E, Electronic and communication
St. Bede's Anglo-Indian Higher Secondary School 1990 — 1999
12th
Bob Ruff's BNY Mellon Experience 1995 - 1997
Job
Industry Financial Services
Experience
Radius Global Solutions LLC November 2013 - Present
PNC November 2012 - October 2013
NCO Group July 2004 - September 2012
Fleet Credit Card Services / Bank of America 1999 - 2004
JPMorgan Chase 1998 - 1999
BNY Mellon 1995 - 1997
First USA / JPMorgan Chase 1994 - 1995
US Army 1988 - 1992
Skills
Account Segmentation, Analytics, BPO, Call Center, Credit Cards, Credit Risk, Key Performance..., Outsourcing, Risk Management, Call Centers, Vendor Management, Change Management, Operations Management, Process Improvement, Management, Financial Services, Leadership, Forecasting, Portfolio Management, Financial Risk, Executive Management, Loans, Banking, Credit, Business Process..., Customer Experience, Finance, CRM, Relationship Management, Call Center Development, Workforce Management, Mergers & Acquisitions, Credit Analysis, Business Analysis, Customer Retention, Payments, Consumer Lending, P&L Management, Predictive Modeling
Education
Villanova University 1992 — 1993
MBA
Seton Hall University 1985 — 1988
BS, Business Management
Radius Global Solutions LLC November 2013 - Present
PNC November 2012 - October 2013
NCO Group July 2004 - September 2012
Fleet Credit Card Services / Bank of America 1999 - 2004
JPMorgan Chase 1998 - 1999
BNY Mellon 1995 - 1997
First USA / JPMorgan Chase 1994 - 1995
US Army 1988 - 1992
Skills
Account Segmentation, Analytics, BPO, Call Center, Credit Cards, Credit Risk, Key Performance..., Outsourcing, Risk Management, Call Centers, Vendor Management, Change Management, Operations Management, Process Improvement, Management, Financial Services, Leadership, Forecasting, Portfolio Management, Financial Risk, Executive Management, Loans, Banking, Credit, Business Process..., Customer Experience, Finance, CRM, Relationship Management, Call Center Development, Workforce Management, Mergers & Acquisitions, Credit Analysis, Business Analysis, Customer Retention, Payments, Consumer Lending, P&L Management, Predictive Modeling
Education
Villanova University 1992 — 1993
MBA
Seton Hall University 1985 — 1988
BS, Business Management
Tony Nunes's BNY Mellon Experience August 2010 - August 2013
Job Independent Business Consultant
Industry Financial Services
Experience
Independent Business Consulting August 2013 - Present
BNY Mellon August 2010 - August 2013
BNY Mellon 2006 - August 2013
JPMorgan Chase 1999 - 2006
Verizon July 1999 - October 2001
Consultant - Sprint 1996 - 1999
Residential Information Services - A Prudential Company 1994 - 1996
Lomas Information Systems - Lomas Mortgage 1988 - 1994
Skills
Financial Services, Strategy, Fixed Income, Capital Markets, Structured Finance, Equities, Securities, MBS, Global Custody, Hedge Funds, Derivatives, Product Management, Strategic Planning, Program Management, Credit Derivatives, Middle Office, Bonds, Business Strategy, Product Development, Alternative Investments, Project Management, Outsourcing, Fund Administration, Innovation, Agile Project Management, Agile Web Development, Innovation Management, Innovation Development, Renewable Energy Markets, Mentoring, Corporate Governance, Corporate Social..., Business Case Modelling, Business Case Design
Education
San Joaquin Delta College
Real Estate
University of San Francisco
Management Information Systems
Independent Business Consulting August 2013 - Present
BNY Mellon August 2010 - August 2013
BNY Mellon 2006 - August 2013
JPMorgan Chase 1999 - 2006
Verizon July 1999 - October 2001
Consultant - Sprint 1996 - 1999
Residential Information Services - A Prudential Company 1994 - 1996
Lomas Information Systems - Lomas Mortgage 1988 - 1994
Skills
Financial Services, Strategy, Fixed Income, Capital Markets, Structured Finance, Equities, Securities, MBS, Global Custody, Hedge Funds, Derivatives, Product Management, Strategic Planning, Program Management, Credit Derivatives, Middle Office, Bonds, Business Strategy, Product Development, Alternative Investments, Project Management, Outsourcing, Fund Administration, Innovation, Agile Project Management, Agile Web Development, Innovation Management, Innovation Development, Renewable Energy Markets, Mentoring, Corporate Governance, Corporate Social..., Business Case Modelling, Business Case Design
Education
San Joaquin Delta College
Real Estate
University of San Francisco
Management Information Systems
Bill Hoppe's BNY Mellon Experience January 2014 - Present
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
Diana Tarnow's BNY Mellon Experience July 2006 - Present
Job VP/Sr. Director of Financial reportng at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2006 - Present
State Street January 2002 - 2006
First Data Corp 1989 - 1999
Arthur Young September 1987 - July 1989
Wolf & Company, P.C. September 1985 - September 1987
Skills
Financial Reporting, Securities, Mutual Funds, Fund Accounting, Alternative Investments, Asset Managment, SEC filings, Accounting, Asset Management, Derivatives, Auditing
Education
Salem State College 1983 — 1985
Bachelor of Science Business Administration, Accounting
BNY Mellon July 2006 - Present
State Street January 2002 - 2006
First Data Corp 1989 - 1999
Arthur Young September 1987 - July 1989
Wolf & Company, P.C. September 1985 - September 1987
Skills
Financial Reporting, Securities, Mutual Funds, Fund Accounting, Alternative Investments, Asset Managment, SEC filings, Accounting, Asset Management, Derivatives, Auditing
Education
Salem State College 1983 — 1985
Bachelor of Science Business Administration, Accounting
Janice Trodella's BNY Mellon Experience July 2010 - Present
Job Senior Documentation Lead at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC 1999 - July 2010
First Data Corporation July 1994 - 1999
Skills
RoboHelp, Online Help, SnagIt, Software Documentation, Guides, Technical Writing, Documentation, Adobe Acrobat, Document Design, Word, Writing, Leading Projects, SharePoint, Quality Assurance, Microsoft Word, Information Architecture, Procedure Manuals, Technical Documentation, Requirements Analysis, Content Management, Manuals, Business Requirements, System Administration, Financial Services
Education
UMass Lowell 1995 — 2000
Technical Writing Certificate
New England Banking Institute 1989 — 1991
Branch Management Certificate, Banking
Salem State College 1982 — 1986
Bachelor of Science, Psychology
BNY Mellon July 2010 - Present
PNC 1999 - July 2010
First Data Corporation July 1994 - 1999
Skills
RoboHelp, Online Help, SnagIt, Software Documentation, Guides, Technical Writing, Documentation, Adobe Acrobat, Document Design, Word, Writing, Leading Projects, SharePoint, Quality Assurance, Microsoft Word, Information Architecture, Procedure Manuals, Technical Documentation, Requirements Analysis, Content Management, Manuals, Business Requirements, System Administration, Financial Services
Education
UMass Lowell 1995 — 2000
Technical Writing Certificate
New England Banking Institute 1989 — 1991
Branch Management Certificate, Banking
Salem State College 1982 — 1986
Bachelor of Science, Psychology
Michelle Nulty's BNY Mellon Experience September 2005 - July 2008
Job VP, Wealth Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2008 - Present
BNY Mellon September 2005 - July 2008
TIAA-CREF September 2003 - August 2005
TIAA-CREF September 2000 - August 2003
Skills
Marketing Communications, Social Media, Intergrated Marketing
Education
Seton Hall University
MBA
University of Delaware
BSBA
BNY Mellon Wealth Management July 2008 - Present
BNY Mellon September 2005 - July 2008
TIAA-CREF September 2003 - August 2005
TIAA-CREF September 2000 - August 2003
Skills
Marketing Communications, Social Media, Intergrated Marketing
Education
Seton Hall University
MBA
University of Delaware
BSBA
April Stephens's BNY Mellon Experience August 2000 - April 2006
Job Regional Vice President, E*TRADE Financial Corporate Services
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Global Shares June 2013 - Present
American Stock Transfer & Trust Company, LLC April 2006 - August 2010
BNY Mellon August 2000 - April 2006
Merrill Lynch June 1994 - August 2000
Skills
Securities, Equities, Financial Services, Account Management, Relationship Management, Risk Management, Mutual Funds, Management, CRM, Series 63, Series 7, Vendor Management
Education
Salisbury State University 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
E*TRADE Financial Corporation May 2015 - Present
Global Shares June 2013 - Present
American Stock Transfer & Trust Company, LLC April 2006 - August 2010
BNY Mellon August 2000 - April 2006
Merrill Lynch June 1994 - August 2000
Skills
Securities, Equities, Financial Services, Account Management, Relationship Management, Risk Management, Mutual Funds, Management, CRM, Series 63, Series 7, Vendor Management
Education
Salisbury State University 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Dorice Tharp's BNY Mellon Experience March 2013 - Present
Job Program Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
BNY Mellon March 2010 - Present
HP Enterprise Services December 2008 - March 2010
EDS, an HP Company December 2008 - March 2010
EDS November 2005 - March 2010
Allegheny Energy August 2000 - November 2005
Allegheny Energy 2002 - 2004
Fireman's Fund Insurance March 1996 - August 2000
Fireman's Fund Insurance 1996 - 2000
Skills
PMP, Program Management, SDLC, ITIL, Team Leadership, Visio, Project Planning, Data Center, Integration, SharePoint, Project Management, Process Improvement, Management, Security, Governance, SAP, Analysis, Disaster Recovery, IT Management, Software Development, Leadership, Service Delivery, IT Strategy
Education
Seton Hill University 1994 — 1998
Bachelor of Arts (BA), Business Administration / Marketing
BNY Mellon March 2013 - Present
BNY Mellon March 2010 - Present
HP Enterprise Services December 2008 - March 2010
EDS, an HP Company December 2008 - March 2010
EDS November 2005 - March 2010
Allegheny Energy August 2000 - November 2005
Allegheny Energy 2002 - 2004
Fireman's Fund Insurance March 1996 - August 2000
Fireman's Fund Insurance 1996 - 2000
Skills
PMP, Program Management, SDLC, ITIL, Team Leadership, Visio, Project Planning, Data Center, Integration, SharePoint, Project Management, Process Improvement, Management, Security, Governance, SAP, Analysis, Disaster Recovery, IT Management, Software Development, Leadership, Service Delivery, IT Strategy
Education
Seton Hill University 1994 — 1998
Bachelor of Arts (BA), Business Administration / Marketing
Michael Bosco's BNY Mellon Experience January 2009 - December 2011
Job Manager – Technology / NA Deployment & Support at Computershare
Industry Financial Services
Experience
Computershare February 2014 - Present
Computershare January 2012 - February 2014
BNY Mellon January 2009 - December 2011
BNY Mellon November 2000 - December 2008
Comprise Technologies, Inc. 1998 - 2000
Skills
Business Analysis, SDLC, Vendor Management, IT Management, Microsoft SQL Server, IT Operations, SharePoint, C#, ASP, ASP.NET, Software Development, E-commerce, Web Applications, Software Project..., Integration, Solution Architecture, IT Strategy, Unix, ITIL, Business Process, Business Intelligence, Visio, XML, User Acceptance Testing, Agile Methodologies, Databases, Disaster Recovery, .NET, Database Design
Education
Seton Hall University 1995 — 1999
BS, Computer Science
Computershare February 2014 - Present
Computershare January 2012 - February 2014
BNY Mellon January 2009 - December 2011
BNY Mellon November 2000 - December 2008
Comprise Technologies, Inc. 1998 - 2000
Skills
Business Analysis, SDLC, Vendor Management, IT Management, Microsoft SQL Server, IT Operations, SharePoint, C#, ASP, ASP.NET, Software Development, E-commerce, Web Applications, Software Project..., Integration, Solution Architecture, IT Strategy, Unix, ITIL, Business Process, Business Intelligence, Visio, XML, User Acceptance Testing, Agile Methodologies, Databases, Disaster Recovery, .NET, Database Design
Education
Seton Hall University 1995 — 1999
BS, Computer Science
Geneva Gandy's BNY Mellon Experience December 2006 - September 2008
Job Commercial Real Estate, Wells Fargo Bank N.A.
Industry Wholesale
Experience
Wells Fargo November 2009 - Present
Wells Fargo September 2008 - November 2009
BNY Mellon December 2006 - September 2008
Skills
Portfolio Management, Management, Loans, Analysis, Banking, Accounting, Customer Service, Asset Management, Financial Analysis, Account Management, Credit, Loan Servicing, Mortgage Lending, Real Estate, Investments
Education
Sam Houston State University 2001 — 2006
Wells Fargo November 2009 - Present
Wells Fargo September 2008 - November 2009
BNY Mellon December 2006 - September 2008
Skills
Portfolio Management, Management, Loans, Analysis, Banking, Accounting, Customer Service, Asset Management, Financial Analysis, Account Management, Credit, Loan Servicing, Mortgage Lending, Real Estate, Investments
Education
Sam Houston State University 2001 — 2006
Chiara DePaolo's BNY Mellon Experience October 2013 - Present
Job Corporate Events Planner at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
mediabistro.com August 2012 - October 2013
mediabistro.com October 2011 - August 2012
York Street Management May 2011 - October 2011
Women's World Banking January 2011 - April 2011
Communications Strategies, Inc. January 2007 - August 2009
Planned Television Arts August 2006 - December 2006
Rosica Strategic Public Relations June 2006 - August 2006
Skills
Social Media, Event Management, Social Media Marketing, Social Networking, Digital Media, Email Marketing, Digital Marketing, Marketing Strategy, Marketing, Strategic Communications, Event Planning, Newsletters, Integrated Marketing, Facebook
Education
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), Communication
BNY Mellon October 2013 - Present
mediabistro.com August 2012 - October 2013
mediabistro.com October 2011 - August 2012
York Street Management May 2011 - October 2011
Women's World Banking January 2011 - April 2011
Communications Strategies, Inc. January 2007 - August 2009
Planned Television Arts August 2006 - December 2006
Rosica Strategic Public Relations June 2006 - August 2006
Skills
Social Media, Event Management, Social Media Marketing, Social Networking, Digital Media, Email Marketing, Digital Marketing, Marketing Strategy, Marketing, Strategic Communications, Event Planning, Newsletters, Integrated Marketing, Facebook
Education
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), Communication
Guy Roach's BNY Mellon Experience Vice PresidentBank of New York Mellon Corp2001 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon Vice PresidentBank of New York Mellon Corp2001 - Present
BNY Mellon Wealth Management 2001 - Present
Skills
Alternative Investments, Mutual Funds
Education
Santa Clara University 1968 — 1972
BNY Mellon Vice PresidentBank of New York Mellon Corp2001 - Present
BNY Mellon Wealth Management 2001 - Present
Skills
Alternative Investments, Mutual Funds
Education
Santa Clara University 1968 — 1972
Dayana Abreu, CEP's BNY Mellon Experience 2001 - 2007
Job Implementation Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial May 2012 - May 2014
Computershare January 2012 - April 2012
The Bank of New York Mellon April 2008 - April 2012
The Bank of New York Mellon September 2005 - April 2008
BNY Mellon 2001 - 2007
Skills
Securities, Project Management, Coaching, Financial Services, Training, Call Centers, Analysis, Banking, Business Planning, Business Process, Corporate Actions, Databases, Equities, Investments, Leadership, Management, Mutual Funds, Risk Management, Series 7, Series 63, Vendor Management
Education
Berkeley College
Santa Clara University
Certified Equity Professional
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial May 2012 - May 2014
Computershare January 2012 - April 2012
The Bank of New York Mellon April 2008 - April 2012
The Bank of New York Mellon September 2005 - April 2008
BNY Mellon 2001 - 2007
Skills
Securities, Project Management, Coaching, Financial Services, Training, Call Centers, Analysis, Banking, Business Planning, Business Process, Corporate Actions, Databases, Equities, Investments, Leadership, Management, Mutual Funds, Risk Management, Series 7, Series 63, Vendor Management
Education
Berkeley College
Santa Clara University
Certified Equity Professional
Harry Hamilton's BNY Mellon Experience April 2014 - Present
Job VP Client Technology Solutions at BNYMellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Citibank July 2009 - April 2014
Morgan Stanley January 1984 - November 2008
Morgan Stanley January 1984 - October 2007
Morgan Stanley Correspondent Clearing 1994 - 1998
Skills
Settlement, Project Management, Equities, Derivatives, Middle Office, Series 7, Fixed Income, Securities, Prime Brokerage, Operational Risk, Risk Management, Capital Markets, CRM, FX Options, Finance, Financial Risk, Operational Risk..., Financial Services, Portfolio Management, Options
Education
Seton Hall University 1978 — 1982
BA, Communications and Marketing
St. Joseph's H.S. Metuchen NJ 1974 — 1978
BNY Mellon April 2014 - Present
Citibank July 2009 - April 2014
Morgan Stanley January 1984 - November 2008
Morgan Stanley January 1984 - October 2007
Morgan Stanley Correspondent Clearing 1994 - 1998
Skills
Settlement, Project Management, Equities, Derivatives, Middle Office, Series 7, Fixed Income, Securities, Prime Brokerage, Operational Risk, Risk Management, Capital Markets, CRM, FX Options, Finance, Financial Risk, Operational Risk..., Financial Services, Portfolio Management, Options
Education
Seton Hall University 1978 — 1982
BA, Communications and Marketing
St. Joseph's H.S. Metuchen NJ 1974 — 1978
Kakarala, Sumanth's BNY Mellon Experience September 2010 - May 2013
Job Associate at TechDemocracy LLC
Industry Information Technology and Services
Experience
ABC Supply May 2014 - Present
Techdemocracy LLC August 2010 - Present
Macy's June 2013 - May 2014
BNY Mellon September 2010 - May 2013
Lloyds Banking Group October 2007 - August 2010
cognizant January 2007 - August 2010
Techno Designers August 2005 - December 2006
Skills
Testing, Requirements Analysis, Quality Assurance, SQL, SDLC, Oracle, User Acceptance Testing, HP Quality Center, Software Project..., Requirements Gathering, Agile Methodologies, Test Management, PL/SQL, ETL, Business Analysis, JIRA, Test Cases, Test Strategy, Test Execution, Manual Testing, Regression Testing, System Integration..., End-to-end Testing, Mainframe Testing, IBM iSeries
Education
Sathyabama University 2001 — 2005
Bachelor's degree
Viswabharathi public school
ABC Supply May 2014 - Present
Techdemocracy LLC August 2010 - Present
Macy's June 2013 - May 2014
BNY Mellon September 2010 - May 2013
Lloyds Banking Group October 2007 - August 2010
cognizant January 2007 - August 2010
Techno Designers August 2005 - December 2006
Skills
Testing, Requirements Analysis, Quality Assurance, SQL, SDLC, Oracle, User Acceptance Testing, HP Quality Center, Software Project..., Requirements Gathering, Agile Methodologies, Test Management, PL/SQL, ETL, Business Analysis, JIRA, Test Cases, Test Strategy, Test Execution, Manual Testing, Regression Testing, System Integration..., End-to-end Testing, Mainframe Testing, IBM iSeries
Education
Sathyabama University 2001 — 2005
Bachelor's degree
Viswabharathi public school
Neil Steingrube's BNY Mellon Experience July 2011 - December 2012
Job Executive Director at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. October 2013 - Present
BNY Mellon July 2011 - December 2012
AXA Rosenberg May 2007 - March 2011
Quantal International April 2006 - May 2007
Barra 1994 - 2006
Education
The University of Chicago 1992 — 1994
Finance & Economics
University of California, Santa Barbara 1984 — 1986
M.A., Applied Math
San Jose State University 1980 — 1984
B.A., Math
MSCI Inc. October 2013 - Present
BNY Mellon July 2011 - December 2012
AXA Rosenberg May 2007 - March 2011
Quantal International April 2006 - May 2007
Barra 1994 - 2006
Education
The University of Chicago 1992 — 1994
Finance & Economics
University of California, Santa Barbara 1984 — 1986
M.A., Applied Math
San Jose State University 1980 — 1984
B.A., Math
Toni Accaputo-McCormack's BNY Mellon Experience April 2013 - Present
Job Product Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon July 2004 - Present
BNY Mellon January 1999 - Present
BNY Mellon June 2004 - January 2013
BNY Mellon September 2000 - August 2004
BNY Mellon February 2000 - September 2000
BNY Mellon January 1999 - February 2000
Skills
Banking, Mutual Funds, Financial Services, Capital Markets, Trading, Strategy, Investments, Management
Education
Salem State University
Bachelor of Science, Liberal Arts
Salem State University
Bachelor of Science, Liberal Arts
University of Vermont
BNY Mellon April 2013 - Present
BNY Mellon July 2004 - Present
BNY Mellon January 1999 - Present
BNY Mellon June 2004 - January 2013
BNY Mellon September 2000 - August 2004
BNY Mellon February 2000 - September 2000
BNY Mellon January 1999 - February 2000
Skills
Banking, Mutual Funds, Financial Services, Capital Markets, Trading, Strategy, Investments, Management
Education
Salem State University
Bachelor of Science, Liberal Arts
Salem State University
Bachelor of Science, Liberal Arts
University of Vermont
Rhodora Javier's BNY Mellon Experience 2010 - December 2011
Job Vice President at Computershare, LLC.
Industry Financial Services
Experience
Computershare, LLC. January 2012 - Present
BNY Mellon 2010 - December 2011
Merrill Lynch Trust Company January 2008 - February 2009
The Bank of New York Mellon October 2006 - November 2007
First Investors Corporation May 1987 - October 2006
Skills
AML, Compliance, Banking, Securities, Policy, Financial Risk, Risk Management, Financial Services, Mutual Funds, Operational Risk..., KYC, Corporate Governance, Capital Markets, Equities, Hedge Funds, Operational Risk
Education
San Beda College 1974 — 1978
Bachelor of Law, Law
University of Santo Tomas 1969 — 1973
Bachelor of Science, Sciences
Computershare, LLC. January 2012 - Present
BNY Mellon 2010 - December 2011
Merrill Lynch Trust Company January 2008 - February 2009
The Bank of New York Mellon October 2006 - November 2007
First Investors Corporation May 1987 - October 2006
Skills
AML, Compliance, Banking, Securities, Policy, Financial Risk, Risk Management, Financial Services, Mutual Funds, Operational Risk..., KYC, Corporate Governance, Capital Markets, Equities, Hedge Funds, Operational Risk
Education
San Beda College 1974 — 1978
Bachelor of Law, Law
University of Santo Tomas 1969 — 1973
Bachelor of Science, Sciences
Scott Sillars's BNY Mellon Experience February 2004 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
BNYMellon Financial Corporation May 2015 - Present
BNYMellon Finanacial Corp. April 2010 - Present
BNY Mellon February 2004 - April 2010
Mellon Financial 2000 - 2004
Skills
Global Custody, Corporate Actions, Securities, Fund Accounting, Mutual Funds, Financial Services, Back Office, Equities, Asset Managment, Fixed Income, Derivatives, Investments, Securities Lending, Bloomberg, Hedge Funds, Risk Management, Banking, Portfolio Management, Settlement, Capital Markets, Tax Accounting, Software Documentation, Bonds, FX Options, Middle Office
Education
Strayer University
Master of Science, 3.846 GPA
Salem State University
Bachelor of Science
BNYMellon Financial Corporation May 2015 - Present
BNYMellon Finanacial Corp. April 2010 - Present
BNY Mellon February 2004 - April 2010
Mellon Financial 2000 - 2004
Skills
Global Custody, Corporate Actions, Securities, Fund Accounting, Mutual Funds, Financial Services, Back Office, Equities, Asset Managment, Fixed Income, Derivatives, Investments, Securities Lending, Bloomberg, Hedge Funds, Risk Management, Banking, Portfolio Management, Settlement, Capital Markets, Tax Accounting, Software Documentation, Bonds, FX Options, Middle Office
Education
Strayer University
Master of Science, 3.846 GPA
Salem State University
Bachelor of Science
Ibrahima Ndaw's BNY Mellon Experience July 2015 - Present
Job Finance professional
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
BNY Mellon March 2015 - July 2015
BNY Mellon August 2012 - March 2015
Skills
Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Financial Reporting, Financial Accounting, Accounts Receivable
Education
Salem State University 2004 — 2006
Master of Business Administration (MBA)
BNY Mellon July 2015 - Present
BNY Mellon March 2015 - July 2015
BNY Mellon August 2012 - March 2015
Skills
Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Financial Reporting, Financial Accounting, Accounts Receivable
Education
Salem State University 2004 — 2006
Master of Business Administration (MBA)
Nino Sambataro's BNY Mellon Experience January 2005 - January 2008
Job Appliance Sales Manager at Lowe's Home Improvement
Industry Financial Services
Experience
Lowe's Home Improvement April 2010 - Present
ING February 2008 - January 2009
BNY Mellon January 2005 - January 2008
Putnam Investments February 1999 - December 2004
Education
Salem State University 1996 — 2000
Bachelor of Science, Business Administration, Marketing
Lowe's Home Improvement April 2010 - Present
ING February 2008 - January 2009
BNY Mellon January 2005 - January 2008
Putnam Investments February 1999 - December 2004
Education
Salem State University 1996 — 2000
Bachelor of Science, Business Administration, Marketing
Mike Pelletrino's BNY Mellon Experience March 2012 - Present
Job Senior Investment Operations Specialist at BNY Mellon
Industry Investment Management
Experience
BNY Mellon March 2012 - Present
Standish Mellon Asset Management June 2007 - March 2012
State Street July 2000 - June 2004
Skills
Fixed Income, Derivatives, Global Custody, Alternative Investments, Emerging Markets, FX Options, Bloomberg, Asset Management, Investment Management, Options, Capital Markets, Foreign Exchange, Middle Office, Settlement, Back Office, Securities, Bonds, Mutual Funds, Trading, Investments
Education
Salem State University 1997 — 2001
BS, Finance
BNY Mellon March 2012 - Present
Standish Mellon Asset Management June 2007 - March 2012
State Street July 2000 - June 2004
Skills
Fixed Income, Derivatives, Global Custody, Alternative Investments, Emerging Markets, FX Options, Bloomberg, Asset Management, Investment Management, Options, Capital Markets, Foreign Exchange, Middle Office, Settlement, Back Office, Securities, Bonds, Mutual Funds, Trading, Investments
Education
Salem State University 1997 — 2001
BS, Finance
Robert Clauser's BNY Mellon Experience August 1988 - July 1991
Job Entrepreneur, Investor, Director, Advisor, Philanthropist
Industry Entertainment
Experience
Unigo Group October 2011 - Present
WNET / THIRTEEN March 2009 - September 2011
Media & Entertainment Holdings, Inc. November 2005 - March 2009
Accenture 1997 - 2005
Braxton Associates 1993 - 1997
BNY Mellon August 1988 - July 1991
Skills
Television, Strategic Planning, Business Strategy, Customer Relations, Acquisition Integration, Mergers, Product Development, Fundraising, Marketing Strategy, Contract Negotiation, Budgeting, Digital Media, Change Management, Social Media, Team Building, Negotiation, Writing, Financial Analysis, Non-profits, New Business Development
Education
The University of Chicago Booth School of Business
MBA, Finance and Marketing
University of Michigan
BA, Economics, Japanese
Waseda University
Certificate
School of Visual Arts
Cinematography and Film/Video Production
Unigo Group October 2011 - Present
WNET / THIRTEEN March 2009 - September 2011
Media & Entertainment Holdings, Inc. November 2005 - March 2009
Accenture 1997 - 2005
Braxton Associates 1993 - 1997
BNY Mellon August 1988 - July 1991
Skills
Television, Strategic Planning, Business Strategy, Customer Relations, Acquisition Integration, Mergers, Product Development, Fundraising, Marketing Strategy, Contract Negotiation, Budgeting, Digital Media, Change Management, Social Media, Team Building, Negotiation, Writing, Financial Analysis, Non-profits, New Business Development
Education
The University of Chicago Booth School of Business
MBA, Finance and Marketing
University of Michigan
BA, Economics, Japanese
Waseda University
Certificate
School of Visual Arts
Cinematography and Film/Video Production
Chris Kinnear's BNY Mellon Experience February 2015 - Present
Job Cash Management Associate at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2015 - Present
Deutsche Bank Asset and Wealth Management July 2003 - January 2015
BNP Paribas April 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Banking, Account Reconciliation, Treasury, General Ledger, Analysis
Education
Sam Houston State University
BFA, Advertising
BNY Mellon February 2015 - Present
Deutsche Bank Asset and Wealth Management July 2003 - January 2015
BNP Paribas April 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Banking, Account Reconciliation, Treasury, General Ledger, Analysis
Education
Sam Houston State University
BFA, Advertising
Jan Penney's BNY Mellon Experience December 2011 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Aetna Student Health July 2009 - January 2012
State Street Corporation September 2006 - December 2008
Robeco Investment Management March 1998 - August 2006
Bank of New York Mellon January 1990 - March 1998
Education
Salem State University
Bachelors, Accounting
BNY Mellon December 2011 - Present
Aetna Student Health July 2009 - January 2012
State Street Corporation September 2006 - December 2008
Robeco Investment Management March 1998 - August 2006
Bank of New York Mellon January 1990 - March 1998
Education
Salem State University
Bachelors, Accounting
Darlene Clawson's BNY Mellon Experience March 2009 - December 2011
Job AVP at Comerica Bank
Industry Financial Services
Experience
Comerica Bank September 2013 - Present
Computershare US January 2012 - September 2013
BNY Mellon March 2009 - December 2011
Kelly Automotive Services September 2007 - February 2009
Keane, Inc October 2003 - September 2007
Tesco Engineering January 2002 - June 2003
Skills
Business Analysis, Vendor Management, Program Management, Access, Process Improvement, SDLC, Project Management, PeopleSoft, Outsourcing, PMP, Risk Management, Financial Services, Management, Team Leadership, Team Building, Banking, Finance, Business Process..., Business Process, Leadership, Change Management, Business Intelligence, Requirements Analysis, Requirements Gathering
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Salem State University 1986 — 1990
BS, Business Education
Comerica Bank September 2013 - Present
Computershare US January 2012 - September 2013
BNY Mellon March 2009 - December 2011
Kelly Automotive Services September 2007 - February 2009
Keane, Inc October 2003 - September 2007
Tesco Engineering January 2002 - June 2003
Skills
Business Analysis, Vendor Management, Program Management, Access, Process Improvement, SDLC, Project Management, PeopleSoft, Outsourcing, PMP, Risk Management, Financial Services, Management, Team Leadership, Team Building, Banking, Finance, Business Process..., Business Process, Leadership, Change Management, Business Intelligence, Requirements Analysis, Requirements Gathering
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Salem State University 1986 — 1990
BS, Business Education
Troy Kilpatrick's BNY Mellon Experience June 2011 - May 2014
Job Head of Corporate Trust Services, Executive Vice President
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
BNY Mellon June 2011 - May 2014
BNY Mellon May 2010 - July 2011
The Bank of New York Mellon Trust Company, NA January 2009 - January 2011
BNY Mellon 1999 - 2008
Chase June 1997 - March 1999
Compass Bank July 1993 - June 1997
Hibernia National Bank September 1989 - July 1993
Skills
Securities, Corporate Trust, Financial Services, Management, Capital Markets, Sales, Team Leadership, Fixed Income, Asset Managment, Hedge Funds, Marketing, Banking, P&L Management, Portfolio Management, Investments, Equities, Corporate Finance, Mutual Funds, Structured Finance, Derivatives, Bonds, Alternative Investments
Education
Samford University 1997 — 1999
MBA
University of Alabama at Birmingham 1983 — 1987
BS, Finance
Wells Fargo May 2014 - Present
BNY Mellon June 2011 - May 2014
BNY Mellon May 2010 - July 2011
The Bank of New York Mellon Trust Company, NA January 2009 - January 2011
BNY Mellon 1999 - 2008
Chase June 1997 - March 1999
Compass Bank July 1993 - June 1997
Hibernia National Bank September 1989 - July 1993
Skills
Securities, Corporate Trust, Financial Services, Management, Capital Markets, Sales, Team Leadership, Fixed Income, Asset Managment, Hedge Funds, Marketing, Banking, P&L Management, Portfolio Management, Investments, Equities, Corporate Finance, Mutual Funds, Structured Finance, Derivatives, Bonds, Alternative Investments
Education
Samford University 1997 — 1999
MBA
University of Alabama at Birmingham 1983 — 1987
BS, Finance
Cory Figman's BNY Mellon Experience 2012 - Present
Job Vice President at BNY Mellon
Industry Law Practice
Experience
BNY Mellon 2012 - Present
Financial Industry Regulatory Authority (FINRA) February 2006 - March 2012
New York Stock Exchange (NYSE) 2006 - 2007
Merrill Lynch 2001 - 2006
BHF-Bank AG 1998 - 1999
United States District Court 1995 - 1996
Attorney General's Office 1994 - 1995
Education
Seton Hall Law School
Juris Doctor
BNY Mellon 2012 - Present
Financial Industry Regulatory Authority (FINRA) February 2006 - March 2012
New York Stock Exchange (NYSE) 2006 - 2007
Merrill Lynch 2001 - 2006
BHF-Bank AG 1998 - 1999
United States District Court 1995 - 1996
Attorney General's Office 1994 - 1995
Education
Seton Hall Law School
Juris Doctor
Edward K Samson's BNY Mellon Experience January 2008 - December 2013
Job Senior Engineer with Datawarehousing, Data Modelling, Mainframe, CICS, DB2 and Informatica PWC/PWX expertise
Industry Information Technology and Services
Experience
American Express June 2014 - Present
Colonial Life February 2014 - June 2014
BNY Mellon January 2008 - December 2013
Pershing, a BNY Mellon company June 2006 - January 2008
iNautix Technologies, a BNY Mellon Company June 2005 - June 2006
Skills
JCL, DB2, COBOL, CICS, Mainframe, VSAM, Software Project..., SDLC, REXX, ISPF, IBM Mainframe, SPUFI, Quality Center, DB2 9.1, MVS, IBM Utilities, Testing, Performance Tuning, Requirements Gathering, ISPF Dialog Manager, Syncsort, C, C++, Objective C, VB.NET, Java, JavaScript, Requirements Analysis, Informatica, HP Quality Center, Unix
Education
Sathyabama Institute of Science and Technology 2001 — 2005
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
St. James Matriculation Higher Secondary School, Trichy, Tamil Nadu, India 1999 — 2001
High School and Higher Secondary School, Mathematics, Physics and Chemistry
American Express June 2014 - Present
Colonial Life February 2014 - June 2014
BNY Mellon January 2008 - December 2013
Pershing, a BNY Mellon company June 2006 - January 2008
iNautix Technologies, a BNY Mellon Company June 2005 - June 2006
Skills
JCL, DB2, COBOL, CICS, Mainframe, VSAM, Software Project..., SDLC, REXX, ISPF, IBM Mainframe, SPUFI, Quality Center, DB2 9.1, MVS, IBM Utilities, Testing, Performance Tuning, Requirements Gathering, ISPF Dialog Manager, Syncsort, C, C++, Objective C, VB.NET, Java, JavaScript, Requirements Analysis, Informatica, HP Quality Center, Unix
Education
Sathyabama Institute of Science and Technology 2001 — 2005
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
St. James Matriculation Higher Secondary School, Trichy, Tamil Nadu, India 1999 — 2001
High School and Higher Secondary School, Mathematics, Physics and Chemistry
Gene Covino's BNY Mellon Experience June 1999 - June 2015
Job Senior Portfolio Manager, Vice President at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon June 1999 - June 2015
Lee Munder Capital Group January 2004 - August 2005
Skills
Wealth Management, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Securities, Alternative Investments, Financial Analysis, Asset Allocation, Estate Planning, Private Banking, Fixed Income, Financial Services, Series 7, Investments
Education
Salem State College 1995 — 1999
Bachelor of Science, Business Administration-Management Concentration
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon June 1999 - June 2015
Lee Munder Capital Group January 2004 - August 2005
Skills
Wealth Management, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Securities, Alternative Investments, Financial Analysis, Asset Allocation, Estate Planning, Private Banking, Fixed Income, Financial Services, Series 7, Investments
Education
Salem State College 1995 — 1999
Bachelor of Science, Business Administration-Management Concentration
Jaeson Dubrovay CPA, CAIA's BNY Mellon Experience 2011 - 2012
Job Seasoned Hedge Fund Investor and Consultant
Industry Financial Services
Experience
Blackcomb Holdings 2012 - Present
BNY Mellon 2011 - 2012
Aksia, LLC 2010 - 2011
NEPC, LLC 2006 - 2010
Hanseatic Capital Partners LLC 2001 - 2006
Credit Agricole - Carr Global Advisors 1996 - 2001
MD Sass 1994 - 1996
Holland America Line - HAL Investments, Inc. 1983 - 1994
Arthur Andersen & Co. 1978 - 1983
Skills
Fund Of Funds, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Equities, Investments, Private Equity, Investor Relations, Bloomberg, Equity Research, Structured Products, Start-ups, Strategy, Asset Allocation, Asset Management, Mutual Funds, Valuation, Institutional..., Investment Strategies, Investment Advisory, Investment Banking, Capital Markets, Financial Services, Derivatives, Fixed Income, Structured Finance, Investment Management, Funding, Financial Structuring, Finance, Pensions, Pension Funds, Financial Modeling, Management, Financial Advisory, Bonds, Hedging, Emerging Markets, Business Development, Private Banking, Venture Capital, Options, Securities, Financial Markets, Trading, Due Diligence
Education
University of Washington
BA, Accounting
Santa Clara University
MBA, Finance
Blackcomb Holdings 2012 - Present
BNY Mellon 2011 - 2012
Aksia, LLC 2010 - 2011
NEPC, LLC 2006 - 2010
Hanseatic Capital Partners LLC 2001 - 2006
Credit Agricole - Carr Global Advisors 1996 - 2001
MD Sass 1994 - 1996
Holland America Line - HAL Investments, Inc. 1983 - 1994
Arthur Andersen & Co. 1978 - 1983
Skills
Fund Of Funds, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Equities, Investments, Private Equity, Investor Relations, Bloomberg, Equity Research, Structured Products, Start-ups, Strategy, Asset Allocation, Asset Management, Mutual Funds, Valuation, Institutional..., Investment Strategies, Investment Advisory, Investment Banking, Capital Markets, Financial Services, Derivatives, Fixed Income, Structured Finance, Investment Management, Funding, Financial Structuring, Finance, Pensions, Pension Funds, Financial Modeling, Management, Financial Advisory, Bonds, Hedging, Emerging Markets, Business Development, Private Banking, Venture Capital, Options, Securities, Financial Markets, Trading, Due Diligence
Education
University of Washington
BA, Accounting
Santa Clara University
MBA, Finance
Laura Davey's BNY Mellon Experience October 2012 - Present
Job Compliance Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
MF Global 2009 - May 2012
UBS Financial Services 1985 - 2009
Skills
Internal Controls, AML, Financial Risk, Securities, Investments, Analysis, Fixed Income, Risk Assessment, FINRA
Education
Seton Hall University School of Law 1984 — 1988
JD, Law
Seton Hall University 1982 — 1984
MBA, Finance
The College of New Jersey 1978 — 1982
BA, Psychology and Business Administration
BNY Mellon October 2012 - Present
MF Global 2009 - May 2012
UBS Financial Services 1985 - 2009
Skills
Internal Controls, AML, Financial Risk, Securities, Investments, Analysis, Fixed Income, Risk Assessment, FINRA
Education
Seton Hall University School of Law 1984 — 1988
JD, Law
Seton Hall University 1982 — 1984
MBA, Finance
The College of New Jersey 1978 — 1982
BA, Psychology and Business Administration
Sean Guarnaccio, CAMS's BNY Mellon Experience June 2006 - June 2008
Job Officer
Industry Banking
Experience
State Street September 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
JPMorgan Chase June 2008 - March 2013
BNY Mellon June 2006 - June 2008
Skills
Due Diligence, Anti Money Laundering, Bank Secrecy Act, OFAC, USA PATRIOT Act, SAR, Microsoft Excel, VBA, KYC, AML
Education
Seton Hall University 2003 — 2006
BS, Criminal Justice and Corrections
State Street September 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
JPMorgan Chase June 2008 - March 2013
BNY Mellon June 2006 - June 2008
Skills
Due Diligence, Anti Money Laundering, Bank Secrecy Act, OFAC, USA PATRIOT Act, SAR, Microsoft Excel, VBA, KYC, AML
Education
Seton Hall University 2003 — 2006
BS, Criminal Justice and Corrections
Jung Brian Lee's BNY Mellon Experience March 2015 - Present
Job LCR Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2015 - Present
BNY Mellon April 2013 - Present
T-MOBILE USA, INC August 2008 - October 2012
T-MOBILE USA, INC March 2008 - August 2008
T-Mobile November 2006 - March 2008
Skills
Customer Experience, Customer Retention, Direct Sales, Customer Satisfaction, Sales Operations, Sales Management, Retail Sales, Account Management, Mobile Communications, Recruiting, Team Coaching, Team Management, Team Leadership, Business Strategy, Analytics, Business Audit, Retail, Coaching, Marketing Strategy, Strategic Planning, Social Media Marketing, Sales, Leadership, Management, Social Media, Microsoft Office
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Accounting
UC Davis 2004 — 2006
Bachelor of Arts (B.A.), Economics, 3.481
Santa Monica College 2001 — 2004
BNY Mellon March 2015 - Present
BNY Mellon April 2013 - Present
T-MOBILE USA, INC August 2008 - October 2012
T-MOBILE USA, INC March 2008 - August 2008
T-Mobile November 2006 - March 2008
Skills
Customer Experience, Customer Retention, Direct Sales, Customer Satisfaction, Sales Operations, Sales Management, Retail Sales, Account Management, Mobile Communications, Recruiting, Team Coaching, Team Management, Team Leadership, Business Strategy, Analytics, Business Audit, Retail, Coaching, Marketing Strategy, Strategic Planning, Social Media Marketing, Sales, Leadership, Management, Social Media, Microsoft Office
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Accounting
UC Davis 2004 — 2006
Bachelor of Arts (B.A.), Economics, 3.481
Santa Monica College 2001 — 2004
Faraz Chaudry's BNY Mellon Experience June 2015 - Present
Job Senior Associate at BNY Mellon
Industry
Experience
BNY Mellon June 2015 - Present
Citi August 2014 - June 2015
Citi January 2012 - July 2014
Citi Hedge Fund Services February 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Asset Managment, Financial Reporting, Valuation, Hedge Funds, Derivatives, Bloomberg, Corporate Finance, Asset Management, Investment Banking, Equities, Alternative Investments, Analysis, Capital Markets, Finance, Investments, Fixed Income, Management, Portfolio Management, Securities
Education
Seton Hall University 2007 — 2010
Bachelor of Science, Accounting
BNY Mellon June 2015 - Present
Citi August 2014 - June 2015
Citi January 2012 - July 2014
Citi Hedge Fund Services February 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Asset Managment, Financial Reporting, Valuation, Hedge Funds, Derivatives, Bloomberg, Corporate Finance, Asset Management, Investment Banking, Equities, Alternative Investments, Analysis, Capital Markets, Finance, Investments, Fixed Income, Management, Portfolio Management, Securities
Education
Seton Hall University 2007 — 2010
Bachelor of Science, Accounting
sophos chu's BNY Mellon Experience April 2013 - Present
Job Corporate Trust Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Mercer March 2009 - April 2013
MDK Financial December 2007 - August 2008
Loring Ward February 2000 - August 2007
Skills
Employee Benefits, Health Insurance, Human Resources, Insurance, Employee Relations, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Team Management, Data Analysis, PowerPoint, Microsoft Word
Education
San Francisco State University 1991 — 1994
Accounting, Finance, and Real Estate
BNY Mellon April 2013 - Present
Mercer March 2009 - April 2013
MDK Financial December 2007 - August 2008
Loring Ward February 2000 - August 2007
Skills
Employee Benefits, Health Insurance, Human Resources, Insurance, Employee Relations, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Team Management, Data Analysis, PowerPoint, Microsoft Word
Education
San Francisco State University 1991 — 1994
Accounting, Finance, and Real Estate
Amy Haun's BNY Mellon Experience June 2013 - Present
Job Account Administrator at BNYMellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Haun Welding Supply, Inc. May 2012 - June 2013
BNY Mellon September 2006 - May 2012
Gymboree Corporation August 2008 - May 2009
City of Longwood January 2005 - September 2006
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Adobe Acrobat, Sales, Teamwork, Database Administration, Finance, Databases, Windows, Mutual Funds, Equities
Education
Liberty University 2012 — 2014
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2006 — 2009
BSBA, Finance
Seminole State College of Florida 2003 — 2005
Associates, General Business
BNY Mellon June 2013 - Present
Haun Welding Supply, Inc. May 2012 - June 2013
BNY Mellon September 2006 - May 2012
Gymboree Corporation August 2008 - May 2009
City of Longwood January 2005 - September 2006
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Adobe Acrobat, Sales, Teamwork, Database Administration, Finance, Databases, Windows, Mutual Funds, Equities
Education
Liberty University 2012 — 2014
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2006 — 2009
BSBA, Finance
Seminole State College of Florida 2003 — 2005
Associates, General Business
Cassandra Fields's BNY Mellon Experience March 2007 - May 2008
Job at Woodforest National Bank
Industry Banking
Experience
Woodforest National Bank May 2013 - Present
JPMorgan Chase April 2012 - May 2013
Litton Loan Servicing August 2010 - October 2011
JPMorgan Chase May 2008 - August 2009
BNY Mellon March 2007 - May 2008
JP Morgan Chase 1989 - 2006
Skills
Loan Origination, Loan Servicing, Auditing, Vendor Management, Team Building, Customer Service, Six Sigma, Leadership, Mortgage Lending, Process Improvement, Business Analysis, Loans, Banking, Management, Risk Management, Credit, Credit Analysis
Education
Sam Houston State University 1984 — 1988
BBA, Finance
Woodforest National Bank May 2013 - Present
JPMorgan Chase April 2012 - May 2013
Litton Loan Servicing August 2010 - October 2011
JPMorgan Chase May 2008 - August 2009
BNY Mellon March 2007 - May 2008
JP Morgan Chase 1989 - 2006
Skills
Loan Origination, Loan Servicing, Auditing, Vendor Management, Team Building, Customer Service, Six Sigma, Leadership, Mortgage Lending, Process Improvement, Business Analysis, Loans, Banking, Management, Risk Management, Credit, Credit Analysis
Education
Sam Houston State University 1984 — 1988
BBA, Finance
Annette Saavedra's BNY Mellon Experience June 1993 - March 2013
Job Business Analyst Professional adept at bringing clarity to system issues and devising solutions
Industry Financial Services
Experience
BNY Mellon June 1993 - March 2013
Funds Associates Ltd 1993 - 1996
SunGard Investor Services January 1969 - June 1987
Skills
Fixed Income, Business Analysis, Financial Services, CRM, Mutual Funds, Risk Management, Relationship Management, Corporate Actions, Back Office, Requirements Gathering, Securities
Education
Santa Rosa Junior College 1965 — 1966
Santa Rosa High School 1963 — 1965
BNY Mellon June 1993 - March 2013
Funds Associates Ltd 1993 - 1996
SunGard Investor Services January 1969 - June 1987
Skills
Fixed Income, Business Analysis, Financial Services, CRM, Mutual Funds, Risk Management, Relationship Management, Corporate Actions, Back Office, Requirements Gathering, Securities
Education
Santa Rosa Junior College 1965 — 1966
Santa Rosa High School 1963 — 1965
Dina Gullo-Burkhardt's BNY Mellon Experience October 2012 - March 2014
Job Investor Relations Representative at BNY Mellon
Industry Financial Services
Experience
The State of New Jersey, Department of Community Affairs July 2014 - Present
BNY Mellon October 2012 - March 2014
LS Power November 2005 - September 2010
Integrated Disability Resources March 2004 - June 2005
Skills
MS Office Suite, Administrative Support, Bookkeeping, C-Level/Executive..., Accounts Payable, Accounts Receivable, Account Reconciliation, Calendar Management, Travel Management, Administration, Office Management, Human Resources, Personnel Policies, Team Leadership, Staff Training, Intralinks, Quickbooks, Solomon, Database Administration, Database Management, Expense Management, Expense Reporting, Chargebacks, Client Interfacing, Investor Relations, ACH, Electronic Banking, Statistical Typing, Legal Documents, Dictaphone, Tax Collating, Microsoft Office, Administrative..., QuickBooks, Financial Statements, Management, Accounting, Financial Analysis, Financial Accounting
Education
Seton Hall University 1988 — 1990
Psychology
St. John Villa Academy 1984 — 1988
High School, Regents
The State of New Jersey, Department of Community Affairs July 2014 - Present
BNY Mellon October 2012 - March 2014
LS Power November 2005 - September 2010
Integrated Disability Resources March 2004 - June 2005
Skills
MS Office Suite, Administrative Support, Bookkeeping, C-Level/Executive..., Accounts Payable, Accounts Receivable, Account Reconciliation, Calendar Management, Travel Management, Administration, Office Management, Human Resources, Personnel Policies, Team Leadership, Staff Training, Intralinks, Quickbooks, Solomon, Database Administration, Database Management, Expense Management, Expense Reporting, Chargebacks, Client Interfacing, Investor Relations, ACH, Electronic Banking, Statistical Typing, Legal Documents, Dictaphone, Tax Collating, Microsoft Office, Administrative..., QuickBooks, Financial Statements, Management, Accounting, Financial Analysis, Financial Accounting
Education
Seton Hall University 1988 — 1990
Psychology
St. John Villa Academy 1984 — 1988
High School, Regents
Colleen Saxon's BNY Mellon Experience 1992 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 1992 - 2011
Education
Sam Houston State University 1983 — 1987
BBA, Finance
BNY Mellon 1992 - 2011
Education
Sam Houston State University 1983 — 1987
BBA, Finance
Matt Falciani's BNY Mellon Experience December 2005 - Present
Job Senior Foreign Exchange Analyst
Industry Accounting
Experience
BNY Mellon December 2005 - Present
PFPC 1999 - 2004
Skills
Microsoft Excel, VBA, Eagle, Account Reconciliation, Financial Reporting, Finance, Visual Basic, Financial Statements, Financial Analysis, Fund Accounting, Mutual Funds, Financial Services
Education
Seton Hall University 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
BNY Mellon December 2005 - Present
PFPC 1999 - 2004
Skills
Microsoft Excel, VBA, Eagle, Account Reconciliation, Financial Reporting, Finance, Visual Basic, Financial Statements, Financial Analysis, Fund Accounting, Mutual Funds, Financial Services
Education
Seton Hall University 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Mary Ellen Fennell's BNY Mellon Experience July 2012 - Present
Job Senior Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
Bank of New York Mellon 1987 - 2011
Education
Salem State University 1992 — 1994
Master of Business Administration (MBA)
Suffolk University 1981 — 1985
BS, Business Management
BNY Mellon July 2012 - Present
Bank of New York Mellon 1987 - 2011
Education
Salem State University 1992 — 1994
Master of Business Administration (MBA)
Suffolk University 1981 — 1985
BS, Business Management
William Denning's BNY Mellon Experience April 2002 - September 2012
Job AML ANALYST II at Citizens Bank
Industry Financial Services
Experience
Citizens Bank October 2013 - Present
BNY Mellon April 2002 - September 2012
BNY Mellon March 2001 - April 2002
Affiliated Computer Services December 1998 - March 2001
State Street Bank March 1992 - December 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CMS, Project Management, Staff Supervision, Quality Assurance, Operations Management
Education
Salem State College
Bachelor of Science, Business Administration, Finance
Citizens Bank October 2013 - Present
BNY Mellon April 2002 - September 2012
BNY Mellon March 2001 - April 2002
Affiliated Computer Services December 1998 - March 2001
State Street Bank March 1992 - December 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CMS, Project Management, Staff Supervision, Quality Assurance, Operations Management
Education
Salem State College
Bachelor of Science, Business Administration, Finance
Eric Chaves's BNY Mellon Experience November 2010 - January 2013
Job Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
BNY Mellon November 2010 - January 2013
Citizens Bank September 2009 - November 2010
Citizens Bank January 2009 - November 2010
Skills
Banking, Credit, Investments, Mutual Funds
Education
Salem State College 2004 — 2008
Bachelor's degree, Marketing
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
BNY Mellon November 2010 - January 2013
Citizens Bank September 2009 - November 2010
Citizens Bank January 2009 - November 2010
Skills
Banking, Credit, Investments, Mutual Funds
Education
Salem State College 2004 — 2008
Bachelor's degree, Marketing
Abbas Ladhu's BNY Mellon Experience August 2013 - Present
Job
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Computer Supply August 2009 - August 2013
Seminole State College of Florida June 2010 - December 2012
Burger King Corporation 2006 - 2010
Education
Seminole Community College
University of Central Florida
BNY Mellon August 2013 - Present
Computer Supply August 2009 - August 2013
Seminole State College of Florida June 2010 - December 2012
Burger King Corporation 2006 - 2010
Education
Seminole Community College
University of Central Florida
James Waldo's BNY Mellon Experience September 2007 - May 2014
Job Banking Professional
Industry Banking
Experience
BNY Mellon September 2007 - May 2014
Public Consulting Group June 2006 - September 2007
Skills
Corporate Actions, Asset Management, SWIFT, XML Format, EXCEL, RFP Generation, Bloomberg Terminal, DTC, Foreign Exchange, Currency Trading
Education
Salem State University 2003 — 2006
Bachelor of Science (B.S.), Economics, 3.0
BNY Mellon September 2007 - May 2014
Public Consulting Group June 2006 - September 2007
Skills
Corporate Actions, Asset Management, SWIFT, XML Format, EXCEL, RFP Generation, Bloomberg Terminal, DTC, Foreign Exchange, Currency Trading
Education
Salem State University 2003 — 2006
Bachelor of Science (B.S.), Economics, 3.0
Lewis Wagner's BNY Mellon Experience 1993 - 1996
Job Operations Manager at Air Duct Products
Industry Building Materials
Experience
Air Duct Products August 2008 - Present
BNY Mellon 1993 - 1996
Skills
Operations Management
Education
San Francisco State University 1987 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Universite de Montpellier, France 1986 — 1986
Air Duct Products August 2008 - Present
BNY Mellon 1993 - 1996
Skills
Operations Management
Education
San Francisco State University 1987 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Universite de Montpellier, France 1986 — 1986
John Gabrial's BNY Mellon Experience June 2003 - March 2005
Job AVP at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital March 2005 - Present
BNY Mellon June 2003 - March 2005
Caxton Associates November 1999 - June 2003
Skills
Series 7, Bloomberg Terminal, Reuters, Sophis, Delta One, FISS, Microsoft Excel, Microsoft Word, PowerPoint
Education
Seton Hall University
Bachelor of Science (B.S.), Economics
Barclays Capital March 2005 - Present
BNY Mellon June 2003 - March 2005
Caxton Associates November 1999 - June 2003
Skills
Series 7, Bloomberg Terminal, Reuters, Sophis, Delta One, FISS, Microsoft Excel, Microsoft Word, PowerPoint
Education
Seton Hall University
Bachelor of Science (B.S.), Economics
Alexander Mak's BNY Mellon Experience January 2007 - November 2007
Job Proprietary Trader at Mak Trading Group LLC
Industry Financial Services
Experience
Mak Trading Group LLC July 2013 - Present
Neuberger Berman September 2010 - July 2013
Neuberger Berman September 2008 - September 2010
Enigma LLC January 2007 - September 2008
BNY Mellon January 2007 - November 2007
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Options Strategies, Options, Entrepreneurship, Investments, Private Equity, Asset Allocation, Financial Analysis, Investment Strategies, Financial Reporting, Analytics, Investment Advisory, Equity Trading, Business Modeling, Credit Derivatives, Real Estate Development, Business Strategy, Hedge Funds, Alternative Investments, Global Macro, Business Analysis, Real Estate, Equity Derivatives, Fixed Asset Management, Venture Capital, Proprietary Trading, Credit Risk, Real Estate Investor, Competitive Analysis, Soft Commodities, Model Portfolios, Strategic Financial..., Equity Research, Equity Valuation, International Business, Negotiation, Market Research, New Business Development
Education
San Diego State University-California State University 2002 — 2006
Business Administration, Finance
CFA Institute
first new york securities
Mak Trading Group LLC July 2013 - Present
Neuberger Berman September 2010 - July 2013
Neuberger Berman September 2008 - September 2010
Enigma LLC January 2007 - September 2008
BNY Mellon January 2007 - November 2007
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Options Strategies, Options, Entrepreneurship, Investments, Private Equity, Asset Allocation, Financial Analysis, Investment Strategies, Financial Reporting, Analytics, Investment Advisory, Equity Trading, Business Modeling, Credit Derivatives, Real Estate Development, Business Strategy, Hedge Funds, Alternative Investments, Global Macro, Business Analysis, Real Estate, Equity Derivatives, Fixed Asset Management, Venture Capital, Proprietary Trading, Credit Risk, Real Estate Investor, Competitive Analysis, Soft Commodities, Model Portfolios, Strategic Financial..., Equity Research, Equity Valuation, International Business, Negotiation, Market Research, New Business Development
Education
San Diego State University-California State University 2002 — 2006
Business Administration, Finance
CFA Institute
first new york securities
Michelle Koper's BNY Mellon Experience February 2014 - Present
Job Accounting and Reporting Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
BNY Mellon August 2008 - February 2014
The Savings Bank - TSB January 2004 - May 2008
CVS Pharmacy November 2002 - May 2008
Skills
Microsoft Excel, Account Reconciliation, Financial Accounting, Finance
Education
Salem State University
BS, Finance, Accounting
BNY Mellon February 2014 - Present
BNY Mellon August 2008 - February 2014
The Savings Bank - TSB January 2004 - May 2008
CVS Pharmacy November 2002 - May 2008
Skills
Microsoft Excel, Account Reconciliation, Financial Accounting, Finance
Education
Salem State University
BS, Finance, Accounting
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon