BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
SS&C GlobeOp May 2013 - Present
BNY Mellon July 2010 - May 2013
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Equities, Financial Services
Education
St. John's University 2001 — 2005
"Bachelor of Arts", Psychology
Broadridge Financial Solutions June 2014 - Present
Broadridge Financial Solutions January 2014 - June 2014
UBS September 2012 - December 2012
BNY Mellon June 2010 - January 2012
Famous Dave's September 2007 - August 2009
Skills
Financial Analysis, Bloomberg Terminal, Finance, Customer Service, Bloomberg, Financial Modeling, Microsoft Office, Microsoft Excel, Equities, PowerPoint, iOS, Technical Support, Fixed Income, Microsoft Word, Outlook, Forecasting, Time Management, Collaborative Problem..., Troubleshooting, Public Speaking, Lotus Notes, Social Media, Windows 7, Windows Vista, Windows XP, Leadership, Valuation, OS X, Mac OS X, Windows 8, Oracle
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (BS), Finance
Smithtown High School West 2005 — 2009
High School
BNY Mellon 2014 - Present
Express Scripts October 2012 - December 2013
St. Moritz Building Services February 2011 - September 2012
Skills
Eagle PACE, SQL, Troubleshooting, Client Services, Microsoft Excel, Analysis, Time Management, Data Analysis, Outlook, Training, Process Scheduler, Data Entry, Project Management, Customer Service, Supervisory Skills, Project Planning, Software Documentation, PowerPoint, Quality Assurance, Microsoft Word, Medicare Part D, Pharmacy Benefit..., Team Leadership, Access, HIPAA, Employee Relations, Leadership, Process Improvement, Healthcare, Team Building, Management, Pharmacy
Education
Southern New Hampshire University 2015 — 2018
Master’s Degree, Applied Economics
University of Central Florida 2007 — 2014
Bachelor of Arts (B.A.), Economics
U.S. Trust September 2014 - Present
BNY Mellon January 2014 - September 2014
Year Up 2013 - June 2014
Grandaisy Bakery March 2011 - July 2012
Starbucks August 2008 - July 2011
Skills
Financial Operations, Oral & Written..., Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, General Office Skills, Typing, Appointment Scheduling, Cash Handling Experience, Vlookup, Public Speaking, Public Relations, Event Planning
Education
St. Francis College
In Progress, Communication and Media Studies
Mellon Capital May 2015 - Present
Mellon Capital May 2013 - April 2015
BNY Mellon August 2011 - August 2013
Fastenal June 2010 - March 2011
Skills
Financial Accounting, Financial Reporting, Accounting, Small Business Marketing, Corporate Tax, General Ledger, Financial Analysis, Microsoft Office, Tax Law, PowerPoint, Microsoft Excel, Investment Management, QuickBooks, Marketing Communications, Account Reconciliation, Marketing
Education
St. Francis University 2007 — 2011
Bachelor’s Degree, Accounting
St. Francis University 2007 — 2011
Bachelor’s Degree, Finance
Roundy's Supermarkets, Inc. December 2013 - Present
Haivision March 2010 - October 2013
Video Furnace May 2002 - March 2010
Tivo Customer 1999 - 2007
Clearband 2000 - 2002
BNY Mellon May 2001 - October 2001
Computers Etc of Minnesota 1998 - 2000
computers etc 1998 - 2000
Wipro GE Medical Systems May 1999 - August 1999
St. Cloud State University 1997 - 1999
Skills
Project Management, Agile Methodologies, Software Development, Team Leadership, Product Development, Process Improvement, Scrum, Integration, Windows, Product Management
Education
St. Cloud State University 1995 — 2000
Statistics, Network modeling and simulations
Midtown Tickets January 2010 - Present
BNY Mellon June 2005 - November 2009
Robertson & Anschutz February 2003 - November 2005
Leader Mortgage January 1996 - April 1999
Skills
Asset Management, Vendor Management, Lotus Notes, Mutual Funds, Financial Services, Portfolio Management, Disaster Recovery, Business Analysis, Software Documentation, Banking, SharePoint, Process Improvement
Education
Springfield College 2012 — 2014
Cuyahoga Communtity College
Deloitte August 2014 - Present
Deutsche Bank February 2014 - August 2014
BNY Mellon April 2008 - May 2013
BNY Mellon 2006 - 2008
BNY Mellon 2004 - 2006
Skills
Mutual Funds, Research, Finance, Account Reconciliation, Anti Money Laundering, KYC, Policy, Microsoft Office, Customer Service, AML, Records Management, Client Facing Skills, Client Focus, Communication, Superior Client Service, Organization, Training, Lotus Notes, Transaction Monitoring
Education
Thomas Jefferson School of Law 2011 — 2012
Master of Laws (JSM), International Finance
Spelman College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Douglas Elliman Real Estate January 2015 - Present
IBM 2010 - 2013
Carnegie Advisory Services, LLC 2008 - 2010
Citigroup 2004 - 2007
BNY Mellon 2001 - 2004
Schroders 1992 - 2001
Skills
Financial Services, Business Development, Portfolio Management, Outsourcing, Investments, Business Analysis, Management, Project Management, Securities, Strategy, IT Strategy, Relationship Management, Risk Management, Cloud Computing, CRM, SDLC, Vendor Management, Cross-functional Team..., Trading Systems, Hedge Funds, Solution Selling, Real Estate Transactions
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Securities Industry Institute, Finance, General
St. Francis University
Bachelor of Science, Economics
BNY Mellon July 2014 - Present
BNY Mellon 2010 - July 2014
Smith, Sovik, Kendrick & Sugnet, P.C. 2008 - 2009
Skills
Microsoft Office
Education
SUNY Buffalo Law School 2005 — 2008
Juris Doctor (J.D.), Top 15-25% estimated class rank
St. John's University 2000 — 2003
Bachelor's Degree, Actuarial Science, Magna Cum Laude
JPMorgan Chase & Co. 2015 - Present
BNY Mellon June 2012 - February 2015
Law Officces of Steven E. Rosenfeld August 2011 - October 2011
Camacho & Seijas International Consultancy September 2010 - December 2010
Our Lady of Mercy Medical Center May 2005 - June 2007
Skills
Research, Microsoft Office, Analysis, Spanish, Business Planning, Budgets, Financial Analysis, English, Valuation, Microsoft Excel, Marketing, Event Planning, Administration, Customer Service, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
B.S., Finance
St. Francis College 2007 — 2009
Bachelors of Science, Finance
Goldman Sachs July 2015 - Present
St. John's University Executive-In-Residence Program September 2014 - May 2015
BNY Mellon June 2014 - August 2014
St. John's University Student Managed Investment Fund January 2014 - May 2014
Board of Govenors of The Federal Reserve System May 2013 - January 2014
Skills
Software Documentation, Data Analysis, SharePoint, Microsoft SQL Server, Financial Analysis, Databases, Project Management, Microsoft Office, Financial Reporting, Microsoft Excel
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Bachelor of Science (B.S.), Finance
BDO USA, LLP January 2015 - Present
BNY Mellon April 2013 - December 2014
Webber International University August 2011 - February 2013
Randy's Family Restaurant July 2012 - October 2012
Saint Francis University June 2011 - July 2011
Skills
Finance, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Strategic Leadership, Budgets, Access, Sports, Time Management, Investment Valuation, Fundraising, Leadership, Accounts Payable, Account Reconciliation, Internal Controls, Training, Auditing, Forecasting, QuickBooks, Financial Statements, Accounts Receivable, Financial Accounting, US GAAP, General Ledger, SEC filings
Education
Webber International University 2011 — 2013
MBA, Accounting
St. Francis University 2008 — 2011
BS, Finance, Minor: Accounting
Mzilikazi high school 2005 — 2006
GSce
Dreyfus March 2015 - Present
BNY Mellon October 2012 - March 2015
Cushman & Wakefield February 2012 - October 2012
BNY Mellon June 2011 - November 2011
Bank of New York Mellon December 2007 - June 2011
Alternative Assets and Investments, LLP May 2007 - December 2007
LatinVox June 2007 - August 2007
J.R July 2006 - June 2007
RADIOSHACK CORPORATION February 2006 - July 2006
Skills
Account Reconciliation, Forecasting, Accounting, Budgets, Analysis, General Ledger, Mutual Funds, PeopleSoft, Outlook, Microsoft Excel, Securities, QuickBooks, Financial Reporting, Financial Analysis, Bloomberg, PowerPoint, Microsoft Word, Fund Accounting, Customer Service, Fixed Income, Finance, Invoicing, Journal Entries, Bank Reconciliation, Accruals, Microsoft Office, Bonds, Financial Services, Financial Accounting, Asset Managment, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Finance & Accounting
DraftKings, Inc. April 2015 - Present
Daley And Associates, LLC November 2013 - April 2015
Robert Half Technology March 2012 - October 2013
BNY Mellon August 2010 - March 2012
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Staffing Services, Vendor Management, Technical Recruiting, Temporary Staffing, Customer Service, Interviews, Internet Recruiting, Recruitment Advertising, Windows Server, Organizational..., Leadership, Temporary Placement, Sales, Benefits Negotiation, .NET, C#, JavaScript, Sourcing, Java, HTML, CSS, Management, Business Development, Account Management, Information Technology, Consulting, Screening Resumes, College Recruiting, Permanent Placement, Executive Search, Screening
Education
Springfield College 2006 — 2010
BS, Business Administration and Management, Accounting
Shrewsbury High School 2002 — 2006
Nationwide Funds Group December 2009 - July 2015
BNY Mellon July 1996 - May 2008
BNY Asset Management 1993 - 1996
Bank of New York July 1987 - August 1993
Skills
Securities, Portfolio Management, Asset Management, Investments, Alternative Investments, Derivatives, Fixed Income, Asset Managment, Trading, Series 7, Mutual Funds, Equities
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
mba, finance
Southern Connecticut State University 1982 — 1984
bachelors of science, economics/finance
BNY Mellon September 2012 - Present
Beachside Bagels and Subs June 2004 - September 2012
Income Works, LLC October 2011 - December 2011
Western New England University October 2010 - May 2011
Kohl's Department Stores May 2009 - January 2011
Dunkin Donuts October 2004 - November 2006
Skills
Word, Excel, PowerPoint, Microsoft Office, Access, SAP, InDesign, Microsoft Excel, Accounting
Education
Southern New Hampshire University 2013 — 2015
Master of Science (M.S.), Accounting and Forensic Accounting
Western New England University 2008 — 2012
MBA, Accounting, International Business
Western New England University 2008 — 2012
Winnacunnet High School 2004 — 2008
Chicago Public Schools June 2014 - Present
BNY Mellon November 2011 - Present
Southern Illinois University August 2009 - August 2011
H&R Block December 2003 - March 2005
Boys & Girls Clubs of America May 2003 - August 2003
Skills
Microsoft Office, Spanish, Customer Service, Clerical Skills, Data Entry, Lotus Notes, Kronos, Oracle E-Business Suite, PROMIS, Freshstart software, Dewey Decimal System, Numeric Entry of 13,000..., Type 65 wpm
Education
Southern Illinois University, Carbondale 2006 — 2011
Bachelor of Arts (B.A.), Spanish
Southern Illinois University, Carbondale 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
BNY Mellon May 2013 - Present
Mellon Capital Management November 2009 - May 2013
Mellon Capital Management October 2006 - November 2009
Eagle Investment Systems 1998 - 2006
NeoSOFT Technologies 1997 - 1997
Skills
Data Warehousing, Trading Systems, Fixed Income, Equities, Asset Managment, Derivatives, Bloomberg, Management, Business Analysis, Portfolio Management, Market Data, SDLC, Financial Services, Asset Management, Electronic Trading
Education
Sri Krishnadevaraya University 1994 — 1995
Masters
Sai Baba College, Anantapur 1990 — 1993
B.Sc
Govt College, Rayadurg 1988 — 1990
Inter
PwC September 2014 - Present
KKR June 2013 - September 2014
PwC January 2014 - March 2014
PwC January 2013 - March 2013
BNY Mellon May 2012 - August 2012
St. John's University October 2010 - May 2012
St. John's Bread and Life January 2012 - April 2012
KPMG Case Study Competition October 2011 - January 2012
PriceWaterhouse Coopers xTax competition November 2011 - November 2011
Bethel Woods Center for the Arts May 2011 - August 2011
Education
St. John's University 2013 — 2014
Master of Science (M.S.), Accounting, 3.87
St. John's University 2009 — 2013
Bachelor of Science, Accounting, 3.88
Swiss Re January 2006 - Present
Swiss Re January 2003 - December 2005
Swiss Re March 2001 - December 2002
Swiss Re January 1996 - January 2001
Swiss Re February 1989 - December 1995
BNY Mellon January 1988 - January 1989
Skills
Employee Benefits, Succession Planning, Talent Management, Deferred Compensation, Performance Management, HRIS, Employee Engagement, Employee Relations, Onboarding, Human Resources, Personnel Management, Workforce Planning, Organizational Design, Compensation Planning &..., Executive Presentations, Career Development...
Education
St. John's University
Bachelor of Science (BS), Finance, General
JPMorgan December 2007 - May 2013
BNY Mellon April 2002 - December 2007
Morgan Stanley May 1999 - February 2002
Morgan Stanley July 1996 - April 1999
Skills
Client Service, Mutual Funds, Cash Management, Customer Relations, Account Management, ERISA, Financial Services, Customer Service, Analysis, Fixed Income, Securities, Credit, FX Options, Strategic Financial..., Financial Risk, Middle Office, Equities, Hedge Funds, Back Office, Bloomberg, Investment Banking, Global Custody, Corporate Actions, Fund Administration, Financial Markets, Asset Management, Relationship Management, Treasury Management, Bonds, Settlement, Financial Analysis, 401k, Investments, Business Analysis, Management, Alternative Investments, Banking, Fund Accounting, CRM, Wealth Management, Pensions, Asset Allocation, Securities Lending, Trading, Foreign Exchange
Education
Wagner College 2008 — 2009
MBA, Executive MBA program
St. Francis College 2001 — 2002
Bachelor's degree, Special Studies
Robert Half International November 2012 - Present
Thompson Technologies January 2012 - November 2012
BNY Mellon May 2007 - January 2012
Economic Empowerment Initiative, Inc. (EEI) January 2004 - May 2007
Skills
Quality Control, Mortgage, Processing, Auditing, Compliance, Foreclosures, Bankruptcy, Flood, Conditions, Exceptions, Loss Mitigation, Appraisals, Deadline Oriented, Operations Coordination, Administrative Processes, Georgia Work Ready..., Mortgage Lending, Internal Audit
Education
Spelman College 2003 — 2007
Bachelor of Arts (B.A.), Economics, 3.52
Community Bank 2012 - 2015
BNY Mellon 2011 - 2012
Bank of America 2010 - 2011
1st Preference Mortgage Corp. 2009 - 2010
Indymac Bank 1994 - 2008
Skills
Sales Management, Sales Operations, Operations Management, Wealth Management, Account Management, Executive Management, Coaching, Strategic Planning, Marketing Strategy, Business Strategy, Public Speaking, Consultative Selling, B2B, Selling, New Business Development, Negotiation, Team Building, Banking, Risk Management, Problem Solving, Analysis, Performance Management, Business Development, P&L Management, P&L, Management, Project Management, Finance, Recruiting, Private Banking, Mortgage Lending, Forecasting, Credit, Sales, Marketing, Business Planning, Budgets, Employee Training, Customer Service, Time Management, CRM, Financial Analysis, Training, Relationship Management, Leadership, Employee Benefits, Investments, Strategy
Education
Southwestern University School of Law 1991 — 1992
law
University of California, Irvine 1987 — 1991
BA, Psychology
BNY Mellon February 2013 - Present
Metropolitan New York Area October 2012 - February 2013
Express Scripts (formerly Medco Health Solutions) March 1997 - October 2012
Buck Consultants May 1988 - February 1997
Sony 1983 - 1986
Sony 1983 - 1986
Skills
Computer Mainframe..., COBOLII, JCL, SQL DB2, VSAM, TSO, Easytrieve, Syncsort, FileMaster, Fileaid, Requirements Gathering, Requirements Analysis, Systems Analysis, System Testing, System Specification, Test Cases, Software Design, Software Development, Software Deployment, Healthcare Information..., Healthcare Industry, Microsoft Word, Xpediter, smart TS, IT Outsourcing, SDLC
Education
Southern Connecticut State University 1977 — 1978
Master of Science (MS), Recreation Education
The Hebrew University 1971 — 1974
Bachelor of Arts (BA), History and English Linguistics
liit
BNY Mellon Wealth Management August 2014 - Present
TD Wealth Management July 2014 - Present
BNY Mellon October 2012 - October 2013
Southwest Minnesota State University August 2010 - May 2012
Lenovo May 2009 - February 2010
The Malian Bank of Development July 2006 - December 2006
Skills
Sales, Accounting, Time Management, Coaching, Finance, Leadership, Event Planning, Sales Presentations, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, SPSS, Student Affairs, Higher Education, Fundraising, Research, Facebook, Team Leadership
Education
Southwest Minnesota State University 2010 — 2012
MBA, Leadership
Southwest Minnesota State University 2007 — 2008
Bachelor's Degree, Finance/Accounting
Suffolk University - Sawyer School of Management 2003 — 2006
Associate of Science (AS), Accounting and Finance
BNY Mellon February 2013 - Present
Boston Partners Financial Group, LLC January 2012 - March 2013
Hairlines Salon April 2006 - January 2012
Boston Partners Financial Group September 2010 - December 2011
Skills
Customer Service, Budgeting, Administration, Social Media, Email Marketing, Microsoft Office, Social Media Marketing, Social Networking, Blogging, Research, Public Speaking, Special Events, Daily Reports, Performance Reporting, Scheduling, Word, Strategic Planning, Customer Relations, Outlook, Smart Office, HTML, Excel, PowerPoint, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Marketing
Suffolk University 2007 — 2011
BSBA, Marketing, Legal Studies and Finance Double Minor
Northeast Metropolitan Regional Vocational Technical High School 2003 — 2007
High School Diploma, Cosmetology
Astoria Federal Savings June 2011 - August 2013
Shorefront YM-YMHA August 2005 - September 2009
YM-YMHA September 2005 - August 2009
BNY Mellon June 2005 - August 2005
Bank of New York June 2005 - August 2005
Education
St. Francis College 2006 — 2010
BS, Economics/Finance
Saint Francis College
Bachelor of Science, Economics; Finance
BNY Mellon May 2000 - Present
BNY Mellon 1990 - May 2000
Irving Trust Company 1989 - 1990
Irving Trust Company 1987 - 1988
Irving Trust Company February 1986 - 1987
Fleet Commercial Finance May 1985 - February 1986
Grant Thornton LLP December 1983 - May 1985
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Financial Markets, Derivatives, FX Options, Interest Rate..., Corporate Finance, Asset-backed..., Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., US Treasuries, Secured Financing, Securitization, Due Diligence, Credit Risk, General Securities..., Dodd-Frank, Dodd Frank compliance, Electronic Trading..., Bloomberg, TradeWeb, Closed-end Funds, Public Sector Accounting, Private Equity, Agency MBS, Structured Finance, CMBS, Equities
Education
Southern New Hampshire University
Bachelor's Degree, Accounting
Central Catholic High School, Lawrence, MA
Natixis Global Asset Management June 2015 - Present
BNY Mellon November 2010 - June 2015
Skills
Mutual Funds, Teamwork, Vendor Management, Microsoft Excel, PowerPoint, Financial Services, Analysis, Customer Service, Financial Analysis, Microsoft Office, Finance, Microsoft Word, Time Management
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Concentration in Finance
Southern New Hampshire University 2004 — 2008
Bachelor of Science (BS), Business Administration, Concentration in Marketing
Citi February 2014 - Present
Morgan Stanley January 2013 - July 2013
Barclays March 2012 - January 2013
BNY Mellon April 2011 - October 2011
Citigroup Global Markets Inc. January 2011 - May 2011
FINRA April 2008 - November 2008
MF Global May 2007 - January 2008
Man Financial April 2003 - May 2007
Refco Capital LLC March 2002 - April 2004
NYMEX May 2001 - January 2002
Skills
FX Options, Settlement, Capital Markets, Portfolio Management
Education
St. Francis College 1995 — 2000
B.S, Business Management
Doximity February 2015 - Present
Citi Private Bank May 2011 - November 2014
BNY Mellon May 2010 - May 2011
US Trust June 2007 - May 2010
Skills
Portfolio Management, Wealth Management, Investments, Banking, Financial Services, Securities, Investment Management, Asset Allocation, Credit, Series 7, Relationship Management, Private Banking, Series 63, Fixed Income, Investment Strategies, client services, Client Relations
Education
Smith College 2003 — 2007
B.A., Government, Economics
BNY Mellon 2013 - Present
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
JP Morgan 1999 - 2007
Lincoln Medical and Mental Health Center 1997 - 1998
State Street 1989 - 1997
Education
University of Phoenix
St. Francis College
BNY Mellon December 2011 - Present
Bridgewater Associates June 2000 - December 2011
Skills
Asset Management, Back Office, Derivatives, Financial Services, Hedge Funds, Capital Markets
Education
Southern Connecticut State University 1997 — 2000
BS Applied Mathematics
Mortgage Intelligence May 2007 - Present
BNY Mellon November 2007 - May 2008
SwiftTrade Halifax May 2006 - November 2007
Skills
Debt Consolidation, Construction, Mortgage, Loans, Refinance, First Time Home Buyers, Residential Mortgages, Mortgage Lending, Certified Mortgage..., Rates, Real Estate Transactions, Commercial Mortgages, Construction Loans, Mortgage Marketing, Mortgage Underwriting, Home Equity Lines of..., Reverse Mortgages
Education
St. Francis Xavier University 2002 — 2006
BBA, Business Administration
Guysborough Academy
Amherst Pierpont Securities July 2014 - Present
BNY Mellon February 2012 - June 2014
ICAP September 2010 - September 2011
DBRS April 2007 - January 2008
Bank of America March 2004 - August 2006
Skills
Residential Mortgages, Mortgage Lending, Capital Markets, Credit, Credit Risk, Financial Services, Fixed Income, MBS, Securities, Series 63, Series 7, Structured Finance, Bonds, Bloomberg, Investments, Business Development, Financial Markets, Structured Products, ABS, Securitization, Loans, Finance, Sales
Education
University of Connecticut 1987 — 1990
MFA, Dramatic Arts/Music Composition
Southern Connecticut State University 1986 — 1987
theater
Notre Dame High School
Deutsche Bank June 2015 - Present
BNY Mellon March 2009 - June 2015
Bear Stearns & Company September 2004 - December 2007
Skills
Microsoft Excel, Equities, Financial Analysis, Finance, Banking, Account Reconciliation, Process Improvement, Financial Services, PowerPoint, Bloomberg, Securities, Microsoft Office, Fixed Income, Financial Reporting
Education
St. Francis College 2000 — 2004
Bachelor of Science (BSc), Accounting & Business Management
Jcc Rockland March 2013 - Present
Independent Contractor April 2012 - Present
New York Sports Club July 2010 - February 2012
U.S. Government April 2010 - June 2010
Maternity Leave March 1999 - April 2010
IBM Corporation October 1996 - March 1999
IBM Corporation January 1993 - October 1996
IBM Corporation January 1992 - January 1993
IBM Corporation December 1987 - January 1992
BNY Mellon June 1987 - December 1987
Skills
Fitness, Personal Training, Fitness Training, Strength Training, Wellness, Wellness Coaching, Therapeutic Massage, Cpr Certified, Sports, Customer Service, Healthcare, Public Speaking, Coaching, Microsoft Office, Team Building, Microsoft Excel, Accounts Receivable, Accounts Payable, Contract Management, Pricing Strategy, Telecommunications..., Expense Management, Internal Audit, Revenue Forecasting, Account Management, Management, Strategic Planning, Enterprise Software, Solution Selling
Education
Saint Francis College 1983 — 1987
BS; AS, Management; Computer Science
St. Francis College 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Coretelligent September 2014 - Present
Coretelligent July 2012 - August 2014
Coretelligent April 2012 - July 2012
BNY Mellon July 2007 - April 2012
Sovereign Bank September 1999 - July 2007
Skills
General Ledger, Asset Managment, Account Management, Accounting, Account Reconciliation, Fund Accounting, Microsoft Office, Financial Analysis, Bloomberg, Forecasting, Financial Reporting, Strategic Planning, Vendor Management, Customer Service, Process Improvement, Financial Accounting, Banking, Financial Services, Business Analysis, Asset Management, System Administration, Access, Risk Management, Auditing, Finance, Financial Modeling, Securities, Cash Management, Mutual Funds, Equities, Strategic Financial..., Analysis, Corporate Actions
Education
Southern New Hampshire University
Bachelor of Business Administration (B.B.A.)
Olenick & Associates March 2015 - Present
Vertex Pharmaceuticals September 2014 - Present
BNY Mellon January 2014 - June 2014
UniFirst Corporation September 2013 - December 2013
Covidien April 2013 - August 2013
State Street August 2012 - December 2012
Whitridge Associates April 2011 - November 2012
State Street 2005 - 2009
Skills
Financial Services, Securities, Fixed Income, Equities, Business Analysis
Education
Southern Connecticut State University 1993 — 1997
Bachelor's degree, Finance, General
Endeavour Capital Advisors, Inc June 2014 - Present
BNY Mellon May 2013 - May 2014
Skills
Finance, Management, Accounting, Financial Analysis, Microsoft Office, Teamwork, Financial Services, Account Reconciliation, Hedge Funds, Financial Accounting
Education
Southern Connecticut State University 2012 — 2014
Bachelor of Science (BS), Accounting
BNY Mellon April 2012 - Present
BNYM July 2009 - April 2012
BNYM April 2005 - July 2009
Skills
Fund Accounting, Fund Administration, Account Reconciliation, Financial Reporting, Hedge Accounting, Accounting, Financial Statements, General Ledger, Corporate Actions, Fund Of Funds, Accruals, Bloomberg, Mutual Funds, Financial Accounting, Financial Analysis, Internal Controls, Hedge Funds, Sarbanes-Oxley Act, SEC filings, Tax
Education
Springfield College
Bachelor of Science, Finance
Crunch Fitness April 2015 - Present
Deco Web Designs August 2014 - Present
BNY Mellon June 2013 - August 2013
Department of Veterans Affairs June 2011 - June 2013
United States Marine Corps January 2005 - May 2009
Skills
Security, Leadership, Information Technology, Data Analysis, Management, Public Speaking, Risk Analysis, Risk Management, Data Collection, Financial Risk, Team Leadership, Security Clearance, Community Outreach, OS X, Military Experience, Organizational..., Analysis, Computer Security, Project Management, Databases, PHP, Linux, Kubuntu, Protocol Stacks, Nginx, MySQL, Apache, LAMP, Financial Analysis, Microsoft Office, Government, Program Management, Team Building, Leadership Development, Customer Service, Strategic Planning, Military, Operational Planning, Policy, Operations Management, JavaScript, CSS, Web Development, Networking, Programming, Research, DoD, Java, HTML, Social Media
Education
Southern Connecticut State University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer Science
Southern Connecticut State University 2009 — 2014
Bachelor's Degree, Major : Computer Informaton Systems, Political Science; Minor : Business Administration, Undergraduate
Boston Bartenders School of America 2014 — 2014
Bartender Certification, Bartending, and service oriented hospitality
Amegy Bank August 2014 - Present
BNY Mellon October 2008 - August 2014
Skills
Leadership, Fixed Income, Capital Markets, Microsoft Excel, Business Analysis, Loans, Credit Analysis, Financial Analysis, Asset Management, Due Diligence, Equities, Finance, Financial Services, Investments
Education
Southern Methodist University
Bachelor of Science (B.S.), Economics with Finance Applications
BlueMountain Capital Management February 2015 - Present
BlueMountain Capital Management November 2013 - February 2015
BlueMountain Capital Management August 2013 - November 2013
Adirondack Creamery February 2013 - May 2013
St. John's Univeristy I.T. Lab September 2010 - May 2013
BNY Mellon May 2012 - August 2012
Skills
Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Marketing, Program Management, Management, Recruiting, Outlook
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Notre Dame Academy High school
BNY Mellon May 2013 - Present
Fingerlakes Mud Run/ Brian Bisgrove Home of Courage March 2013 - May 2013
Savannah Bank N.A. August 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Financial Analysis, Corporate Finance, Banking, Teller Operations, Data Analysis, Leadership, Budgets, Teamwork, Social Media, Sales
Education
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance, 3.16
BNY Mellon February 2011 - Present
Ideal Futures Inc. 1999 - 2009
Education
St. John's University 1988 — 1992
Accounting
NYU Langone Medical Center June 2015 - Present
The Weeks Lerman Group May 2014 - April 2015
Sony DADC March 2012 - May 2013
BNY Mellon June 2010 - September 2010
Skills
Databases, SQL, Testing, Technical Support, Active Directory, Oracle, Microsoft Excel, XML, Troubleshooting, Access, Unix, Data Migration, Data Analysis, Investigation, Microsoft SQL Server, Microsoft Dynamics NAV, C/AL, Application Support
Education
St. John's University
Bachelor of Science in Computer Science with Business Option
BNY Mellon November 2009 - Present
DIME SAVINGS BANK OF WILLIAMSBURGH June 2004 - November 2009
Skills
Banking, Customer Service
Education
St. John's University 2004 — 2008
Bachelor of Applied Science (BASc), Finance, General
Brown Brothers Harriman 2003 - 2005
Fidelity Investments 2000 - 2003
Brown Brothers Harriman 1998 - 2000
BNY Mellon 1997 - 1998
Skills
Equities, Fixed Income, Financial Analysis, Microsoft Office, Financial Services, Business Analysis, Mutual Funds, Microsoft Excel, Securities, Asset Managment, Back Office, Customer Service, Banking, Project Management, PowerPoint, User Acceptance Testing, Microsoft Word, Process Improvement, Photography, Portrait Photography, Start-ups, Fashion, BrioQuiry, Photoshop, Lightroom
Education
St. John's University 1994 — 1997
Bachelor of Science (BS), Finance
BNY Mellon 2015 - Present
Andrew Garofalo Design January 2007 - Present
Abercrombie & Fitch December 2012 - October 2014
Hollister Co. September 2010 - December 2012
Pond Hockey Classic January 2011 - May 2011
Belltower Books April 2008 - June 2008
Sears Holdings Corporation November 2005 - November 2007
Skills
InDesign, Illustrator, Social Media, Adobe Acrobat, HTML, Dreamweaver, Advertising, Photoshop, CSS, Flash, Photography, Logo Design, Microsoft Office, Customer Service, PowerPoint, After Effects, Adobe Fireworks, Social Networking, Time Management, Retail, Management, Recruiting, Visual Merchandising
Education
Southern New Hampshire University 2007 — 2011
B.S., Graphic Design, Minor in Arts & Humanities
BNY Mellon October 2013 - Present
Next Level Basketball Academy June 2011 - Present
Xerox April 2010 - October 2012
Skills
Customer Service, Management, Marketing, Business Development, Microsoft Office, Marketing Strategy, Marketing Communications, Social Media Marketing, Market Research, Email Marketing, Integrated Marketing, Product Marketing, Digital Marketing, HubSpot, Social Media, Social Networking
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Science (B.S.), Marketing
Pelham High School 2002 — 2006
High School Diploma
BNY Mellon November 2014 - Present
BNY Mellon February 2013 - November 2014
BNY Mellon January 2012 - February 2013
Standard & Poor's June 2008 - September 2008
Skills
Microsoft Excel, Word, PowerPoint, Access, Spreadsheets, Lotus Notes, Outlook, Finance, Bloomberg, Tax, Private Equity, Investor Relations, Investran, Hedge Funds, Microsoft Word, PeopleSoft, Account Reconciliation, Accounting, Financial Analysis, Fixed Income, Investments, Securities
Education
Saint John's University 2014 — 2016
MS, Investment Management
St. Francis College 2007 — 2011
BS, Business Management, Concentration in Finance
BNY Mellon March 2014 - Present
BNY Mellon September 2012 - March 2014
BNY Mellon September 2009 - July 2012
BNY Mellon July 2008 - September 2009
Penson Financial Services June 2006 - October 2007
Liberty Mutual Insurance November 2004 - April 2005
Metl-Span May 2003 - August 2003
Metl-Span June 2002 - August 2002
Metl-Span May 1999 - July 1999
Skills
Financial Services, Syndicated Loans, Account Management, Organizational Behavior, Values-based Leadership, Debt Management, Trading, Client Relations, Financial Analysis, Operations Management, Regulatory Audits, Risk Management, Compliance Management, Regulatory Compliance, Information Risk, Organizational..., Bilingual Communications, Mutual Funds, Money Market Accounts, Municipal Bonds, Business Management, Business Relationship..., Team Leadership, Time Management, National Accounts, Accounts Payable, Disaster Recovery, Law Enforcement, Fire Safety, Fire Prevention
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Organizational Behavior & Business Policy, 3.3
Anthem August 2014 - Present
Mary Kay Inc. April 2014 - Present
The Consortium for Graduate Study in Management May 2013 - August 2014
CompuTime 2011 - 2013
BNY Mellon 2009 - 2011
Skills
Management, Lotus Notes, Customer Service, Call Centers, Microsoft Excel, Office Administration, Process Improvement, Outlook, Microsoft Office, Marketing, Leadership, Employee Benefits, Microsoft Word, PowerPoint, Salesforce.com, Data Entry, Sales, Budgets, Data Analysis, Training, Social Networking, Account Management, Social Media, Social Media Marketing, Event Management, Team Leadership, Recruiting, Fundraising, Event Planning, Nonprofits, Leadership Development, Sales Operations, Volunteer Management, Project Management, Public Relations, Public Speaking, Strategic Planning, Facebook, Email Marketing, Advertising, CRM, Editing, Market Research, Marketing Strategy, Research, Marketing Communications, Online Marketing, Blogging, Lead Generation
Education
Southern New Hampshire University 2015 — 2016
Associate of Arts (A.A.), Business Administration and Management, General
Central Missouri State 2004 — 2006
General Studies
BNY Mellon December 2013 - Present
State Street Alternative Investment Solutions September 2012 - December 2013
IRS Community Economic Devolopment Center January 2012 - May 2012
Madico Inc June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, management information...
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (M.B.A.), Concentration in Accounting, 3.8 GPA
University of Massachusetts Dartmouth 2008 — 2012
Bachelor's degree, Accounting
University of Massachusetts Dartmouth
Accounting
U.S. Bank July 2013 - Present
BNY Mellon 1990 - 2015
Skills
Software Development, COBOL, DB2, Access, SQL
Education
St. John's College
BA, Liberal Arts
DentaQuest June 2013 - Present
BNY Mellon June 2011 - April 2012
BNY Mellon November 2007 - June 2011
Skills
Training, Account Reconciliation, Accounting, Employee Benefits, Budgets, Management, Financial Reporting, Internal Audit, Variance Analysis, Bank Reconciliation, Mutual Funds, Health Insurance, Insurance, Medicare
Education
St. John's University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Ridgefield Park Jr. Sr. High School 1995 — 1999
Finance, General
Green Street Advisors June 2015 - Present
Barrow, Hanley, Mewhinney & Strauss May 2014 - August 2014
BNY Mellon May 2013 - August 2013
Skills
Analysis, Investments, PowerPoint, Microsoft Excel, Institutional Sales, Investment Management, Leadership
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The McCallie School 2007 — 2011
High School
BNY Mellon January 2012 - Present
Contrary Boutique July 2011 - August 2013
Schwartz Center for Children September 2010 - December 2011
Olympia Sports March 2008 - December 2011
Skills
Microsoft Word, Microsoft Excel, Human Resources, Merchandising, Customer Service, Lotus Notes, Taleo, PeopleSoft, Microsoft Office, Accounts Receivable, Recruiting, Social Media, Problem Solving, Facebook, PowerPoint, Access, Event Planning, Outlook, Sales, Customer Satisfaction, Software Documentation, Time Management, Employee Relations, Event Management, Payroll, Process Scheduler, Social Networking, Leadership, Social Media Marketing, Interviews, System Administration, Budgets, Data Entry, Training, Analysis, Inventory Management, Management, Teamwork, Telephone Skills, Team Leadership, Research, Marketing, Hiring, Administration, Onboarding
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), 3.8
University of Massachusetts Dartmouth 2008 — 2011
Bachelor's Degree, Human Resources Management
Game Plan Nutrition May 2014 - August 2014
Boston University June 2013 - August 2013
Higgins Plumbing June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Gordon Construction June 2010 - August 2010
Town of Swampscott June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Leadership, Public Speaking, Social Networking, Marketing, Facebook, Social Media Marketing, Research, Event Planning
Education
University of New Hampshire 2012 — 2015
Bachelor of Science, Business Administration and Management, General
Southern New Hampshire University
Bachelor of Science, Business Administration
Bouncepad October 2015 - Present
BNY Mellon April 2015 - September 2015
Empire Vision May 2011 - May 2014
Career Services at State University of New York at Oswego 2011 - May 2013
Bonza Bike Tours May 2012 - July 2012
Skills
Accounts Receivable, MYOB, Accounting Applications, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Strategic Financial..., Corporate Finance, Investments, Time Management, Financial Reporting, Financial Modeling, Customer Service, Economics, Access, Event Planning, Finance, Public Speaking, Leadership, Teamwork, Social Media
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Social Media
SUNY Oswego 2010 — 2014
Bachelor's degree, Finance
State University of New York College at Oswego 2010 — 2014
Bachelor's degree, Finance, General
BNY Mellon September 1994 - Present
BNY Mellon June 1990 - September 1994
BNY Mellon September 1985 - September 1990
Skills
Managing Processes, Operations Management, Team Management, Vendor Management, Project Management, Banking, Time Management, Management, Outsourcing, Sales, Strategy, Risk Management, Finance, Mutual Funds, Investments
Education
St. John's University 1980 — 1984
Bachelor's degree, Finance and Economics - Minored in Management, 3.75 Index
St.Peters Boys Highschool
General Academic, General Academic
The Dallas Foundation October 2015 - Present
BNY Mellon September 2011 - January 2015
US Trust September 1989 - September 2011
Brown Brothers Harriman 1987 - 1989
Rauscher, Pierce, Refsnes 1985 - 1987
The Engleman Company 1981 - 1985
Texas Instruments 1979 - 1981
US Navy 1974 - 1978
Skills
Philanthropic Planning, Wealth Management, Portfolio Management, Equities, Banking, Financial Advisory, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Fixed Income Portfolio..., Investment Strategies, Mutual Funds, Wealth Management..., Investment Management, Finance, Private Banking, High Net Worth..., Investment Advisory, Series 7, Investments, Counseling Entrepreneurs, Financial Analysis
Education
The American College 2014 — 2014
Chartered Advisor in Philanthropy, Philanthropic Planning for High Net Worth Families
Southern Methodist University - Cox School of Business 1978 — 1979
MBA
Vanderbilt University 1970 — 1974
BA, English Literature, History
CFA Institute
Chartered Financial Analyst (CFA), Portfolio Analysis and Management
OMANMCT LLC October 2014 - Present
Gwinnett Accounting and Tax Services, Inc June 2010 - October 2014
BNY Mellon May 2003 - January 2011
Darji, Iyer, Joshi, Patel, LLC. May 2003 - June 2010
Skills
Drake Tax Software, UltraTax CS, Creative Solutions..., QuickBooks, Tax Returns, Account Reconciliation, Financial Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Customer Service, Finance, Microsoft Word, Microsoft Excel, Teamwork, English, Accounting, Outlook, Microsoft Office, Management, Research
Education
South Gujarat University
B.com, Accounting, Business Administretion and Statistics
BNY Mellon 2014 - Present
JPMorgan Chase 2011 - 2014
ITT Corporation 2009 - 2011
MetLife 2008 - 2009
MetLife 2004 - 2008
MetLife 2003 - 2004
MetLife 2000 - 2002
Aon Hewitt (fka Assessment Solutions Inc) 1998 - 2000
University of Houston August 1994 - July 1998
Management & Personnel Systems 1998 - 1998
Skills
Talent Management, Organizational..., Business Transformation, Succession Planning, Onboarding, Employee Engagement, Performance Management, Leadership Development, Change Management, Cross-functional Team..., Strategy, Program Management, Coaching, Leadership, Human Resources, Executive Coaching, Training, Strategic Planning, Personnel Management, Process Improvement, Employee Benefits, Employee Relations, Organizational Design, Organizational..., Executive Management, Management, Management Consulting, Culture Change, Performance Improvement, Executive Development, Workforce Planning, 360 Feedback, Talent Acquisition, Career Development, Employee Training, Deferred Compensation, Workshop Facilitation, Recruiting, Business Strategy, HRIS, Interviews, HR Consulting, Mergers & Acquisitions
Education
University of Houston 1994 — 1998
PhD, Industrial Organizational Psychology
Southern Methodist University 1993 — 1994
MA, Experimental-Cognitive Psychology
Southern Methodist University 1989 — 1992
BA, Psychology
The Peddie School 1985 — 1989
High School
BNY Mellon January 2014 - Present
Loeb & Loeb LLP September 2008 - December 2013
Thelen Reid Brown Raysman & Steiner LLP January 2007 - September 2008
Brown Raysman Millstein Felder & Steiner LLP January 2005 - December 2006
Brown Raysman Millstein Felder & Steiner LLP September 1996 - December 2004
Skills
Contract Negotiation, Licensing, Technology Transactions, Outsourcing, Negotiation, Intellectual Property, Trademarks, Copyright Law, Trade Secrets, Technology, Privacy Law, Cyberlaw, Entertainment Law, Trademark Infringement, Dispute Resolution, Business Transactions, Legal Advice, Software Licensing, Cross-border..., IT law, Legal Issues, Data Privacy
Education
St. John's University School of Law 1993 — 1996
JD, Law
University of Chicago 1986 — 1990
BA, Biology
Santander Bank, N.A. January 2014 - Present
BNY Mellon August 2005 - January 2014
Skills
AML, Analysis, Financial Risk, Project Planning, Operational Efficiency, Customization, Microsoft Excel, Financial Reporting, Highly detail oriented, Organization, Communication, Microsoft Office, Risk Assessment, Due Diligence, Anti Money Laundering, Auditing, Financial Analysis, Internal Audit
Education
Southern NH University 2001 — 2004
Bachelor of Science (B.S.), Business Finance
BNY Mellon February 2011 - Present
AETEA Information Technology June 2006 - December 2010
LaBranche & Co. February 2005 - June 2006
Merrill Lynch & Co. March 2001 - February 2005
Deutsche Bank December 1997 - March 2001
Citi Group April 1997 - December 1997
Brooklyn Union Gas (KeySpan) June 1991 - April 1997
KeySpan June 1991 - April 1997
National Grid June 1991 - April 1997
Citi Group October 1988 - June 1991
Skills
Sarbanes-Oxley Act, IT Audit, IT Controls, Internal Controls, Access Control, Security, Application Processing, Audit Software, Audit Management, Equities Technology, Trading Systems, Capital Markets, Disaster Recovery, Business Continuity, IBM Mainframe, Distributed Applications, Mainframe Applications, Fixed Income Technology, Pre- &..., CISA, Banking, Internal Audit, Mainframe, Operational Risk..., Process Improvement, Analysis
Education
St. Francis College 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Bishop Ford High School 1972 — 1976
BNY Mellon May 2001 - Present
Wall Street Access November 1998 - May 2001
Victory Memorial Hospital, Bklyn 1996 - 1998
Skills
Lotus Notes, Outlook, Administrative..., Access, Microsoft Excel, Spreadsheets, PeopleSoft, PowerPoint, Banking, Microsoft Office, Microsoft Word
Education
St. John's University 1997 — 1997
Computer Studies
Notre Dame College, SI, NY 1967 — 1968
Federal Reserve Bank of St. Louis April 2013 - Present
Everfi September 2012 - April 2013
BNY Mellon February 2010 - August 2012
Spelman College July 2007 - February 2010
Snelling Staffing Services January 2003 - July 2007
Office of Institutional Research, Assessment and Planning- Spelman College August 2006 - May 2007
Georgia World Congress Center 2007 - 2007
Lexica Interior Design July 1999 - September 2005
Skills
MS Office Suite, Lotus Notes, SCT Banner, Constant Contact, Siebel CRM, Meeting Planning, Retreat Facilitation, Event Planning, Social Media Marketing, Mentoring, Microsoft Office, Banners, Customer Service
Education
Spelman College 2003 — 2007
Bachelor of Arts, Economics, Management and Organization
Fox Lane High School
Major International Bank May 2014 - Present
Citi November 2010 - December 2011
Crédit Agricole CIB December 2007 - July 2010
Citi May 2007 - November 2007
Deutsche Bank May 2005 - 2007
BNY Mellon May 1988 - May 1999
Skills
KYC, AML, Sanction, Mutual Funds, Operational Risk, Securities, Risk Management, Transaction Processing, Back Office, Banking, Fraud, Derivatives, Due Diligence, Investment Banking, Financial Risk, Financial Analysis, Corporate Finance, Bank Secrecy Act, Bloomberg, Hedge Funds, Capital Markets, USA PATRIOT Act, Equities, OFAC, Credit, Financial Services, Risk Assessment, Fixed Income, Anti Money Laundering, Fraud Detection, Enterprise Risk..., Financial Regulation, Financial Institutions, Series 7, Trading, Operational Risk..., Middle Office, Financial Markets, FX Options, Credit Risk, Market Risk, Private Banking
Education
St. John's University 1995 — 1998
Master of Business Administration (M.B.A.), Accounting, Taxation
University at Buffalo 1979 — 1984
BS, Finance
BNY Mellon October 2008 - Present
BNY Mellon February 2007 - October 2008
Goldman Sachs September 2005 - February 2006
Skills
Mutual Funds, Financial Analysis, Banking, Securities, Equities, Financial Services, Investments, Asset Management, Financial Risk, Investment Banking, Cash Management, Financial Markets, Relationship Management, Risk Management, Subject Matter Experts, Fixed Income, Account Reconciliation, Nostro Reconciliation, FATCA, International Tax, Securities Market, Reclamation, Outsourcing, Training, Project Management, Supervisory Experience, Microsoft Excel, Management, Analysis, Finance, Leadership, CRM
Education
St. John's University 2002 — 2006
Bachelor's degree, Finance
BNY Mellon Executive AssistantPwC1998 - 2005
Skills
PeopleSoft, Lotus Notes, Access, Administrative..., Spreadsheets, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Visio, Travel Arrangements, Office Administration, Office Management, Management, Telephone Skills, Invoicing, Data Entry, Project Management, Research, Administrative...
Education
Springfield College
Bachelor of Science (B.S.)
Springfield College
Bachelor of Science (B.S.)
BNY Mellon March 2015 - Present
BNY Mellon May 2014 - March 2015
BNY Mellon June 2013 - May 2014
BNY Mellon June 2012 - June 2013
Route 44 Hyundai February 2009 - May 2012
Skills
Customer Service, Financial Analysis, Account Reconciliation, Accounting, Microsoft Excel, Financial Accounting, Microsoft Word, Time Management, Financial Reporting, Equities, Fund Accounting, General Ledger, Microsoft Office, Mutual Funds, Bloomberg, Securities, Investments, Access, Fixed Income, Hedge Funds, Auditing
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Accounting
Bridgewater State University 2008 — 2012
Bachelor of Science, Accounting and Finance; Finance Concentration
Taunton High School 2003 — 2007
BNY Mellon June 2009 - Present
The Bank of New York Mellon 2002 - Present
Bank of New York Mellon January 2001 - Present
Skills
Client Service, Customer Relations, Microsoft Office, Excel, Compliance, Process Improvement, PowerPoint, Customer Service, Financial Institutions, Training, Client Services, Financial Services, Management, Microsoft Excel, Global Custody
Education
St. John Fisher College 1990 — 1994
BNY Mellon January 2012 - Present
Computershare January 2012 - Present
BNYMellon 2006 - Present
The Bank of New York Mellon 2005 - Present
Education
St. Francis College 1983 — 1988
BNY Mellon May 2013 - Present
Bank of New York Mellon February 2009 - December 2012
Bank of New York Mellon August 2004 - January 2009
RCN Entertainment Inc. February 1999 - August 2004
Lancit Media Productions August 1994 - January 1999
Radio City Music Hall January 1993 - July 1994
Madison Square Garden 1976 - 1992
Education
St. Francis College
BS, Accounting
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
BNY Mellon March 2010 - November 2010
Harpers Payroll Services June 2008 - June 2009
Fidelity Investments October 2000 - December 2007
Education
Southern Illinois University, Edwardsville
English, Education
BNY Mellon February 2007 - July 2008
Education
St. Francis College 1999 — 2003
BS, Criminal Justice
PNC November 2014 - Present
PNC May 2013 - November 2014
BNY Mellon February 2012 - May 2013
BNY Mellon December 2010 - February 2012
BNY Mellon August 2009 - December 2010
BNY Mellon February 2009 - August 2009
BNY Mellon March 2008 - February 2009
BNY Mellon May 2006 - March 2008
Skills
SQL, Derivatives, Swaps, Bloomberg, Access, Access Control, VBA, Accounting, Options, Project Management, Futures, Forwards, Summit, DB2, Oracle SQL, Microsoft Excel, Microsoft Office, Lotus Notes, FpML, Internal Controls, Risk Management, Account Reconciliation, Management, Investments, Banking, Analysis, Financial Analysis
Education
University of Pittsburgh (College of Business Administration) 2004 — 2006
B.S.B.A, Accounting
St. Francis University 2001 — 2003
BSBA, Accounting
Pittsburgh Central Catholic High School 1997 — 2001
Acadiana Management Group, LLC July 2015 - Present
MidSouth Bank October 2014 - July 2015
First Bank and Trust January 2013 - October 2014
BNY Mellon August 2011 - January 2013
Express Printing April 2010 - April 2011
Express Printing August 2008 - April 2010
Merrill Lynch June 2006 - July 2006
C&C Technologies June 2005 - August 2005
Abercrombie & Fitch June 2004 - August 2004
Skills
Financial Modeling, Finance, Accounting, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Valuation, Financial Accounting, Capital Markets, Banking, Risk Management, Analysis, Financial Reporting, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Spring Hill College 2003 — 2007
Bachelors, Finance/Economics
Spring Hill College 2003 — 2007
Bachelors, International Business
BNY Mellon March 2010 - Present
Bank of New York Mellon May 2009 - December 2009
Huntington National Bank July 1999 - December 2007
Education
St. Francis University 1967 — 1975
BA, Philosophy
Wilmington Trust 2009 - Present
BNY Mellon December 2003 - December 2009
Jones and Kolb 1990 - 2003
Skills
Investments, Asset Management, Finance, Financial Analysis, Strategic Planning, Wealth Management, Management, Alternative Investments, Financial Planning, Asset Allocation
Education
Southern Polytechnic State University 1990 — 1993
Computer Science
Druid Hills High School
BNY Mellon
Skills
Leadership, Financial Analysis, Customer Service, Public Speaking, Banking, Fundraising, Portfolio Management, Training, Microsoft Office, Microsoft Excel, Event Planning, Strategic Planning
Education
THURGOOD MARSHALL SCHOOL OF LAW 2012 — 2015
Doctor of Law (J.D.), Law
Christ for the Nations Institute 2001 — 2002
Advanced Degree, Worship & Technical Arts
Spelman College 1992 — 1996
The Leadership Alliance at Brown University 1995 — 1995
J P Morgan Chase July 2013 - Present
BNY Mellon May 2012 - July 2013
Standard & Poor's March 2009 - April 2012
Cognizant Technology Solutions November 2006 - February 2009
Patni Computer Systems August 2004 - October 2006
ITAbode January 2004 - July 2004
Data Links Software Division February 2001 - March 2002
Skills
Java Enterprise Edition, Oracle, SQL, EJB, Core Java, PL/SQL, Servlets, Quality Center, JSP, JMS, Flux, Weblogic Administration, Struts, Requirements Analysis, Spring, Hibernate, Business Analysis, JSF, JPA, WebSphere Application..., Maven2, JProfiler, Toplink, Unix, Hudson, UML, XML, TOAD, Javascr, AJAX, SQL Tuning, Sun Certified Java..., Oracle Coherence, JUnit, JSON, infinispan cache, Spring DI, AOP
Education
Bangalore Institute of Technology 2001 — 2003
Master of Computer Applications (M.C.A.), Computer Science
Sri Krishnadevaraya University 1997 — 2000
Bachelor of Science (B.Sc.), Computer Science
SDGS College 1995 — 1997
Intermediate, Mathematics
Six Flags May 2009 - Present
BNY Mellon 1998 - 2008
UST TRUST March 1986 - June 1996
Skills
Financial Reporting, Analysis, Corporate Finance, Corporate Actions, Banking, Bankruptcy, Loans, Finance, Debt Restructuring, Portfolio Management, Mortgage Lending
Education
St. Francis College 1965 — 1970
Bachelor's Science, Business Administration and Management, General
BNY Mellon October 1978 - Present
Skills
Back Office, Requirements Analysis, Business Analysis, Collateral Management, Financial Services, Requirements Gathering, Settlement, Software Project..., Fixed Income, Trading, Middle Office, Risk Management, Agile Methodologies, Securities, Business Requirements, Business Process...
Education
St. Francis College
BNY Mellon August 2015 - Present
JPMorgan Chase June 2013 - August 2015
JP Morgan Chase October 2010 - May 2013
State Street September 1999 - March 2009
Bankers Trust Company June 1993 - September 1999
Skills
Business Analysis, Equities, Banking, Securities, Strategic Planning, Portfolio Management, Relationship Management, Collateral Management, Management, Mutual Funds, Prime Brokerage, Finance, CRM, Corporate Trust
Education
Saint John's University
BS, Marketing and Business Management
St. John's University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
State Street Global Advisors January 2011 - Present
Pioneer Investments January 2006 - July 2007
BNY Mellon January 2001 - December 2005
State Street Bank & Trust Co. April 1999 - December 2000
Education
Southern New Hampshire University 2001 — 2003
MBA
PNC October 2012 - Present
PNC Financial Services Group November 2009 - Present
BNY Mellon 2009 - 2009
UPMC Presby 2005 - 2006
Skills
Accounting, Banking, Cash Flow, Financial Analysis
Education
St. Francis University 2003 — 2007
Accounting, Accounting
Citigroup September 2015 - Present
BNY Mellon April 2012 - Present
Fannie Mae June 2011 - April 2012
Ernst & Young March 2010 - June 2011
KPMG LLP August 2006 - March 2010
Skills
Sarbanes-Oxley Act, Internal Audit, GAAP, Auditing, Accounting, AML, Investment Management
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
B.S., Accounting
BNY Mellon December 2007 - Present
Skills
Banking, Wealth Management, Financial Analysis, Estate Planning, Wealth Management..., Private Banking, Investment Management, Finance, Wealth, Portfolio Management, Research, Fundraising, Leadership, Public Speaking, Event Planning, Nonprofits
Education
The University of Georgia 2009 — 2010
Certification, Certified Financial Planner
Spelman College 2003 — 2007
Bachelor's degree, English and Political Science
Lockheed Martin October 2012 - Present
TIAA CREF June 2010 - September 2012
BNY Mellon November 2009 - May 2010
Advanta Bank Corp. July 2008 - October 2009
Merck January 2008 - June 2008
SnapOn Business Solutions May 2007 - December 2007
Lehman Brothers September 2006 - April 2007
AT&T April 2006 - September 2006
Well Found Decade Corporation December 2005 - March 2006
Skills
SOA, Web Services, Weblogic, Agile Methodologies, Websphere, Java
Education
St. Cloud State University 2003 — 2005
Master's degree, Computer Science, A
Golden Valley Institute of Technology 1996 — 2000
Bachelor's degree, Electrical and Electronics Engineering, A
Gabelli Asset Management August 2010 - Present
Amalgamated Bank May 2006 - July 2010
DEUTSCHE ASSET MANAGEMENT (formerly Zurich Scudder Kemper Invest) May 2004 - May 2006
Global Institutional Group June 2002 - May 2004
Zurich Scudder Investments May 2001 - June 2002
Zurich Scudder Investments March 1998 - May 2001
BNY Mellon July 1996 - March 1998
INTERPAYMENT SERVICES LTD January 1993 - December 1995
Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Bonds
Education
Saint John's University 1986 — 1990
BA, Political Science
St. John's University
Credit Suisse May 2011 - Present
Credit Suisse May 2010 - May 2011
BNY Mellon October 2007 - May 2010
Skills
Fixed Income, Securities, Derivatives, Analysis, Microsoft Office, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Business Management
Utica School of Commerce December 2014 - Present
SUNY Delhi September 2012 - January 2015
Bryant & Stratton College January 2004 - January 2015
St. Joseph’s Hospital January 2014 - November 2014
Bryant & Stratton College September 2010 - December 2013
Cornell Cooperative Extension April 2009 - March 2010
BNY Mellon March 2008 - March 2009
New York Life November 2004 - February 2008
SUNY-Upstate Medical University April 1999 - October 2004
Skills
Higher Education, Curriculum Design, Microsoft Word, Coaching, Microsoft Office, Program Management, Budgets, Time Management, Outlook, Teaching, PowerPoint, Microsoft Excel, Recruiting, Team Leadership, Editing, Event Management, Leadership, Grant Writing, Curriculum Development, Critical Thinking, College Teaching, Data Analysis, Marketing, Management, Data Entry, Software Documentation, Training, Team Building, Windows, Healthcare, Teamwork, Social Media, Customer Service, Facebook, System Administration, Fundraising, Event Planning, Social Networking, Resume Writing, Public Speaking, Supervisory Skills, Policy, Access, Program Development, Sales, Adult Education, Student Affairs, Career Counseling, Employee Relations, Research
Education
State University of New York College at Oswego 1999 — 2003
M.B.A., Business
Saint John Fisher College 1981 — 1985
B.S., Computer Science
Utica School of Commerce
BNY Mellon February 2014 - Present
Somera Capital Management October 2011 - October 2012
Bellatore March 2010 - October 2011
Skills
Investments, Microsoft Office, Asset Management, Outlook, Social Media, Salesforce, Marketing Event Planning, Project Management, Social Media Marketing, Marketing Communications, Online Travel, New Business Development, Sales Presentations
Education
Sonoma State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Operations
Sonoma State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
MRT Real Estate April 2013 - Present
BNY Mellon April 1997 - November 2008
Skills
Retail Banking, Loans, Credit, Credit Risk, Commercial Banking, Banking
Education
Southern Illinois University, Carbondale 1975 — 1980
Agribusiness Economics
Maine South
Southern Illinois University, Carbondale
Bachelor of Science (B.S.)
BNY Mellon December 1997 - Present
Commerce Bank August 1986 - December 1997
Skills
Budgets, Research, Strategic Planning, PowerPoint, Accounting, Financial Modeling
Education
Southern Illinois University, Edwardsville 1986 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
BNY Mellon July 2013 - Present
BNY Mellon January 2008 - July 2013
BNY Mellon July 2005 - December 2007
MFS Investment Management March 2002 - July 2005
MFS Investment Management April 1994 - March 2002
Skills
Back Office, Fixed Income, Middle Office, Mutual Funds, Corporate Actions, Foreign Exchange, Data Management, Financial Services, Equities, Securities, Risk Management, Management, Bloomberg
Education
Southern New Hampshire University 2003 — 2005
MBA, Business
University of Maryland Baltimore County 1987 — 1990
BA, Economics
BNY Mellon July 2011 - Present
BNY Mellon June 2010 - August 2010
BNY Mellon January 2010 - January 2010
Education
Smith College 2007 — 2011
BNY Mellon October 1997 - Present
Education
St. Francis College 1982 — 1986
BS
State Street May 2011 - Present
BNY Mellon October 2010 - May 2011
State Street Bank March 2008 - September 2010
Skills
Mutual Funds, Financial Services, Equities, Bloomberg, Investments, Portfolio Management, Banking, Derivatives, Financial Analysis, Relationship Management, Securities, Real Estate License, Futures
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's degree, Economics; japanese
Sophia University 2002 — 2003
Study Aboard, Economics; Japenese
BNY Mellon VPBNY MellonJanuary 2005 - Present
Education
Molloy College 2006 — 2010
MBA, Business Management
St. Francis College
BS, Business Management
Goldman Sachs April 2007 - Present
BNY Mellon June 2005 - April 2007
Skills
Bloomberg, Fund Accounting, Hedge Funds, Equities, Derivatives, Fixed Income, Valuation, Financial Analysis, Mutual Funds, Asset Managment, Financial Modeling, Alternative Investments, Investment Banking, Securities
Education
St. John's University
Bachelor of Science (BS), Finance, General
Citco Fund Services July 2014 - Present
BNY Mellon July 2013 - June 2014
Caxton Associates 2004 - 2011
PFPC September 2003 - May 2004
State Street June 1997 - August 2003
Skills
Hedge Funds, Fund Accounting, Fixed Income, Equities, Options, Equity Swaps, Bloomberg Terminal
Education
St. Francis University 1993 — 1997
Bachelor of Science (BS), Accounting
PNC January 2015 - Present
BNY Mellon March 1998 - December 2014
Skills
Business Analysis, SDLC, Vendor Management, Visio, Requirements Analysis, Disaster Recovery, Requirements Gathering, Process Improvement, Financial Services, Access, SharePoint, Project Management, Software Project..., Management
Education
Carlow University 2006 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Carlow University 2003 — 2004
Master's Degree, Management and Technology
Spring Garden College 1988 — 1992
Bachelor's Degree, Computer Science and Technology
Prospect Mortgage, LLC August 2012 - Present
Bank of America May 2008 - August 2012
BNY Mellon May 1998 - May 2008
Skills
203K, Renovation, Residential Mortgages, Contractors, Whole House Renovations, HomePath, FNMA, Fixer Uppers, Custom Remodeling, Refinance
Education
Southern NH University 1992 — 1996
Bachelor of Science (BS), Business
Manasquan High School 1988 — 1992
The North Central Group June 2013 - Present
Great Wolf Lodge March 2012 - June 2013
John Deere February 2011 - March 2012
BNY Mellon September 2007 - February 2011
Skills
General Ledger, Account Reconciliation, Auditing, Financial Analysis, Financial Statements, Financial Accounting, Internal Audit, Tax, Hospitality
Education
St. Ambrose University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Lakeland College
Master of Business Administration (MBA), Accounting
BNY Mellon March 2005 - July 2013
4086 Advisors November 2000 - October 2004
CNO Financial Group (formerly Conseco) November 1996 - November 2000
Education
Colorado State University-Global Campus 2014 — 2016
Master of Healthcare Administration and Management, Finance/Business Intelligence
University of Nebraska-Lincoln 1993 — 1995
Business Administration, Economics & Psychology
Southeast Community College 1991 — 1993
Associate's degree - Business Administration, Business Administration
Deutsche Bank June 2014 - Present
Deutsche Ban January 2008 - Present
Deutsche Bank March 2005 - January 2008
Deutsche Bank October 2000 - March 2005
BNY Mellon September 1998 - September 2000
Skills
Capital Markets, Trading
Education
St. Francis College 1994 — 1998
Bachelor of Arts (B.A.), Economics
BNY Mellon October 2005 - Present
Katherine Gibbs October 2004 - October 2005
Skills
Fixed Income, Equities, Bloomberg, Securities, Process Improvement, Banking, Financial Analysis, Risk Management, Derivatives, Access, Middle Office, Microsoft Excel, Investments, Customer Service, Vendor Management, Microsoft Office, Analysis, Bonds, Operations Management, Project Management, Bloomberg Terminal, Alternative Investments, Fund Administration, Back Office, Corporate Actions, Finance
Education
Southern New Hampshire University
BS Business Studies in Operations & Project Management
Middlesex County College 2002 — 2005
Associate's degree, Business Administration and Management, General
Southern New Hampshire University
Pursuit of BS Business Studies in Operations & Project Management
Equinox February 2015 - Present
BNY Mellon April 2014 - December 2014
Brown Brothers Harriman December 2013 - March 2014
Putnam Investments 2009 - 2011
NMTW June 2008 - December 2009
Skills
Customer Service, Quality Control, Team Leadership, Accurate Data Entry, Multi Tasking, Cash Handling Experience, Data Entry, Microsoft Excel, Banking, Access, Financial Analysis, Fund Accounting, Event Planning, Teamwork
Education
St. John's University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Southern New Hampshire University 2006 — 2010
Bachelor's degree, Accounting and Finance
Bishop Fenwick 2002 — 2006
BNY Mellon May 1991 - Present
Skills
Equities, Bloomberg, Project Management, Management
Education
Southern Connecticut State University 1970 — 1974
Bachelor's degree, German Language and Literature, 3.5
BNY Mellon April 1998 - Present
Marsh September 1992 - April 1995
Education
St. John's University
Bachelor of Science (BS), Accounting
The Boston Company Asset Management, LLC October 2010 - Present
The Boston Company Asset Management, LLC November 2007 - October 2010
BNY Mellon August 2004 - November 2007
Skills
Microsoft Office, Eze Castle, Bloomberg, Eagle PACE, Microsoft Excel, Microsoft Word, FactSet, Omgeo Oasys, FXall, Outlook
Education
Suffolk University 2007 — 2010
Master of Science (MS), Finance, 3.55 GPA
Southern New Hampshire University 1998 — 2001
Bachelor of Science (BS), Economics and Finance, 3.549 GPA
Sterling National Bank (formerly Provident Bank New York) April 2007 - Present
BNY Mellon February 1989 - September 2006
Irving Bank Corporation June 1977 - February 1989
Education
Bank Administration Institute - University of Wisconsin 1987 — 1989
Certificate in Bank Operations
St. John's University 1973 — 1977
BS - Accounting, Accounting and Economics (Minor)
BNY Mellon June 2004 - Present
Merrill Lynch September 1999 - June 2004
Skills
Finance, Mergers & Acquisitions, Financial Services, Management, Analysis, Banking, Accounting, Financial Reporting, Fixed Income, Consolidation
Education
St. John's University 1983 — 1985
Master of Business Administration (M.B.A.), Public Accountancy
BNY Mellon 2012 - 2012
Skills
Accounting, Account Reconciliation, Databases, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Outlook, Operations Management, Project Management
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2009
Master of Business Administration (MBA), Accounting
BNY Mellon Assistant Vice PresidentBoatmen's Trust CompanyNovember 1987 - August 1997
Education
Southern Illinois University, Edwardsville 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
U.S. Bank January 2015 - Present
BNY Mellon 1997 - 2014
Skills
Banking, Credit, Loans, Risk Management, Management, Financial Analysis, Portfolio Management, Customer Service, Leadership, Commercial Banking, Credit Analysis, Retail Banking, Finance, Commercial Lending, Mortgage Lending, Financial Services, Consumer Lending, Investments, Small Business Lending, Financial Risk
Education
Southern Illinois University, Edwardsville 1987 — 1992
Master of Business Administration (M.B.A.), Bachelor's in English with a Teaching Certificate, 18