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
Sean Joy Sean Joy's BNY Mellon Experience May 2013 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Bonds.com February 2013 - April 2013
State Street Global Markets June 2009 - April 2011
Tullett Prebon August 2006 - December 2007
eSpeed, Cantor Fitzgerald & Co., August 2003 - August 2006
Morgan Stanley September 1989 - August 2003
Skills
Client Acquisition, Cross Selling, Team..., Strategic Consulting, Contract Negotiation, Collaborative Practice, Relationship Cultivation, Vendor Relations &..., Customer Acquisition, CRM, Fixed Income, Derivatives, Equities, Trading, Hedge Funds, Financial Markets, Securities, Investments, Mergers & Acquisitions, Mutual Funds, Electronic Trading, Market Data, Asset Management, Investment Banking, Capital Markets, Trading Systems, Financial Services, E-commerce
Education
Saint Joseph's College
Bachelor of Arts, Political Science
BNY Mellon May 2013 - Present
Bonds.com February 2013 - April 2013
State Street Global Markets June 2009 - April 2011
Tullett Prebon August 2006 - December 2007
eSpeed, Cantor Fitzgerald & Co., August 2003 - August 2006
Morgan Stanley September 1989 - August 2003
Skills
Client Acquisition, Cross Selling, Team..., Strategic Consulting, Contract Negotiation, Collaborative Practice, Relationship Cultivation, Vendor Relations &..., Customer Acquisition, CRM, Fixed Income, Derivatives, Equities, Trading, Hedge Funds, Financial Markets, Securities, Investments, Mergers & Acquisitions, Mutual Funds, Electronic Trading, Market Data, Asset Management, Investment Banking, Capital Markets, Trading Systems, Financial Services, E-commerce
Education
Saint Joseph's College
Bachelor of Arts, Political Science
Marion Zinowski Marion Zinowski's BNY Mellon Experience April 2004 - December 2005
Job Corporate Banker with Extensive International Transaction Banking Experience
Industry Banking
Experience
Deutsche Bank February 2013 - July 2014
Banco Santander December 2005 - February 2013
BNY Mellon April 2004 - December 2005
Deutsche Bank May 2000 - April 2004
Citi December 1996 - May 2000
Skills
Finance, Risk Management, Credit, Credit Risk, Fixed Income, Bonds, Derivatives, FX Options, Equities, Securitization, Commercial Banking, Investment Banking, Analysis, Spanish, Latin America, International..., Contract Negotiation, Negotiation, Financial Modeling, Financial Projection, Financial Analysis, Trade Finance, Banking, Relationship Management, Product Management, Loan Origination, Cross-border..., Project Finance, Working Capital..., Client Presentation, Strategic Planning, New Business Development, Team Building, Team Management, Team Leadership, Virtual Teams, Corporate Finance, Transaction Origination, Structured Products, Deal Execution, Compliance, KYC, Series 63, Series 7
Education
Investment Banking Institute 2014 — 2014
Intensive Financial Modeling and Valuation Training Program
University of Bridgeport 1997 — 2000
MBA, Finance
State University of New York at New Paltz
BA, Spanish; French
Universite de Nancy, France
French/English translation
University of Seville, Spain
General Studies in Spanish
Deutsche Bank February 2013 - July 2014
Banco Santander December 2005 - February 2013
BNY Mellon April 2004 - December 2005
Deutsche Bank May 2000 - April 2004
Citi December 1996 - May 2000
Skills
Finance, Risk Management, Credit, Credit Risk, Fixed Income, Bonds, Derivatives, FX Options, Equities, Securitization, Commercial Banking, Investment Banking, Analysis, Spanish, Latin America, International..., Contract Negotiation, Negotiation, Financial Modeling, Financial Projection, Financial Analysis, Trade Finance, Banking, Relationship Management, Product Management, Loan Origination, Cross-border..., Project Finance, Working Capital..., Client Presentation, Strategic Planning, New Business Development, Team Building, Team Management, Team Leadership, Virtual Teams, Corporate Finance, Transaction Origination, Structured Products, Deal Execution, Compliance, KYC, Series 63, Series 7
Education
Investment Banking Institute 2014 — 2014
Intensive Financial Modeling and Valuation Training Program
University of Bridgeport 1997 — 2000
MBA, Finance
State University of New York at New Paltz
BA, Spanish; French
Universite de Nancy, France
French/English translation
University of Seville, Spain
General Studies in Spanish
Paul Sceppe Paul Sceppe's BNY Mellon Experience October 2003 - November 2006
Job Senior Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Bank of New York Mellon June 2001 - December 2013
BNY Mellon October 2003 - November 2006
Skills
Equities, Financial Reporting, Financial Accounting, Accruals, Accounting, Derivatives, Mutual Funds, Futures, Bank Reconciliation, Fixed Income, Financial Market..., Analysis, Ad Hoc Reporting, Hedge Funds, Securities, Fund Accounting, Fund Administration, Bloomberg Terminal, Corporate Actions, Bloomberg, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
Bachelor of Science (B.S.), Finance
Saint John's University
Associate of Science (AS), Accounting
JPMorgan Chase January 2014 - Present
Bank of New York Mellon June 2001 - December 2013
BNY Mellon October 2003 - November 2006
Skills
Equities, Financial Reporting, Financial Accounting, Accruals, Accounting, Derivatives, Mutual Funds, Futures, Bank Reconciliation, Fixed Income, Financial Market..., Analysis, Ad Hoc Reporting, Hedge Funds, Securities, Fund Accounting, Fund Administration, Bloomberg Terminal, Corporate Actions, Bloomberg, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
Bachelor of Science (B.S.), Finance
Saint John's University
Associate of Science (AS), Accounting
Kailene Dadey, MBA's BNY Mellon Experience March 2015 - Present
Job Accoount Administrator at BNY Mellon| Experienced Manager| NYS Licensed Insurance Agent
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
Independent contractor December 2014 - Present
Starbucks July 2014 - November 2014
Target May 2011 - July 2014
SUNY Brockport August 2009 - May 2011
Brockport Student Government April 2009 - May 2011
Enterprise Rent-A-Car May 2010 - August 2010
Sunshine's Coffee Shop 2005 - 2010
Sunshine's Coffee Shop 2005 - 2010
Sunshine's Coffee Shop 2005 - 2010
Skills
Leadership, Recruiting, Performance Management, Cross-Organization..., Motivational Speaking, Public Speaking, Employee Relations, Human Resources, Leadership Development, Talent Acquisition, Team Building, Training, Public Relations, Coaching, Social Media Marketing, Time Management, PowerPoint, Retail, Customer Service, Microsoft Office, Social Networking, Sales, Management, Social Media, Marketing, Interviews, Process Improvement, Microsoft Excel, Staff Development, Teamwork, College Recruiting, Employee Training, Event Planning, Team Leadership, Onboarding, Talent Management, Succession Planning, Marketing Communications, Organizational..., Conflict Resolution, Hiring
Education
State University of New York College at Oswego 2011 — 2013
MBA, Business- Human Resources
State University of New York College at Brockport 2008 — 2011
Bachelors of Science, Marketing
East Syracuse-Minoa High School 2004 — 2008
BNY Mellon March 2015 - Present
Independent contractor December 2014 - Present
Starbucks July 2014 - November 2014
Target May 2011 - July 2014
SUNY Brockport August 2009 - May 2011
Brockport Student Government April 2009 - May 2011
Enterprise Rent-A-Car May 2010 - August 2010
Sunshine's Coffee Shop 2005 - 2010
Sunshine's Coffee Shop 2005 - 2010
Sunshine's Coffee Shop 2005 - 2010
Skills
Leadership, Recruiting, Performance Management, Cross-Organization..., Motivational Speaking, Public Speaking, Employee Relations, Human Resources, Leadership Development, Talent Acquisition, Team Building, Training, Public Relations, Coaching, Social Media Marketing, Time Management, PowerPoint, Retail, Customer Service, Microsoft Office, Social Networking, Sales, Management, Social Media, Marketing, Interviews, Process Improvement, Microsoft Excel, Staff Development, Teamwork, College Recruiting, Employee Training, Event Planning, Team Leadership, Onboarding, Talent Management, Succession Planning, Marketing Communications, Organizational..., Conflict Resolution, Hiring
Education
State University of New York College at Oswego 2011 — 2013
MBA, Business- Human Resources
State University of New York College at Brockport 2008 — 2011
Bachelors of Science, Marketing
East Syracuse-Minoa High School 2004 — 2008
Melissa Maloy Melissa Maloy's BNY Mellon Experience September 2012 - June 2013
Job AntiMoney Laundering Investigator at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. February 2014 - Present
Santander Bank, N.A. June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon June 2011 - September 2012
BNY Mellon June 2010 - June 2011
Skills
OFAC, Correspondent Banking, AML, Bank Secrecy Act, Compliance Monitoring, People Skills, Analysis, Anti Money Laundering, Due Diligence, USA PATRIOT Act
Education
SUNYIT 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SUNY New Paltz 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santander Bank, N.A. February 2014 - Present
Santander Bank, N.A. June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon June 2011 - September 2012
BNY Mellon June 2010 - June 2011
Skills
OFAC, Correspondent Banking, AML, Bank Secrecy Act, Compliance Monitoring, People Skills, Analysis, Anti Money Laundering, Due Diligence, USA PATRIOT Act
Education
SUNYIT 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SUNY New Paltz 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jennifer Wickman's BNY Mellon Experience January 2012 - Present
Job Product Technology Admin. II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
Skills
Project Management, Microsoft Excel, Management, Customer Service, Banking, Financial Services
Education
State University of New York College at Cortland 2002 — 2004
Master of Education (M.Ed.), Parks, Recreation and Leisure Studies
State University of New York College at Cortland 1998 — 2002
Bachelor's degree, Elementary Education and Teaching
State University of New York College at Cortland
Master of Education (M.Ed.), Parks, Recreation and Leisure Studies
BNY Mellon January 2012 - Present
Skills
Project Management, Microsoft Excel, Management, Customer Service, Banking, Financial Services
Education
State University of New York College at Cortland 2002 — 2004
Master of Education (M.Ed.), Parks, Recreation and Leisure Studies
State University of New York College at Cortland 1998 — 2002
Bachelor's degree, Elementary Education and Teaching
State University of New York College at Cortland
Master of Education (M.Ed.), Parks, Recreation and Leisure Studies
Susan Jacobson Susan Jacobson's BNY Mellon Experience 2006 - December 2011
Job Project Manager/Contractor at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial - Group Program Management Office March 2015 - Present
MetLife Investments August 2013 - November 2014
Computershare Shareowner Services January 2012 - July 2013
BNY Mellon 2006 - December 2011
Mellon Financial Services January 2000 - December 2006
Buck Consultants October 1996 - January 2000
Seton Hall University January 1991 - September 1996
Saint Barnabas Medical Center 1989 - 1991
Sherson American Express 1982 - 1984
Skills
CMM, Process Improvement, Program Management, Team Building, Change Management, MS Project, Outlook, Microsoft Office, Risk Management, Training, Business Analysis, Project Management, Leadership, SDLC, Analysis, Visio, Vendor Management, Requirements Gathering, PMP, Cross-functional Team..., Business Process..., Quality Assurance, Business Process, Corporate Actions, Integration, Software Project..., Financial Services, IT Management, Project Portfolio..., Business Requirements, Banking, Relationship Management, PMO, Equities, User Acceptance Testing, Requirements Analysis, Financial Risk, Resource Management, Software Documentation, Agile Methodologies, Change Manage, Governance, Project Planning, Information Technology, Microsoft Project
Education
Wagner College
Masters Business Administration (MBA) - Finance, Finance, General
State University of New York College at Brockport
BS, Business Administration - Management
Prudential Financial - Group Program Management Office March 2015 - Present
MetLife Investments August 2013 - November 2014
Computershare Shareowner Services January 2012 - July 2013
BNY Mellon 2006 - December 2011
Mellon Financial Services January 2000 - December 2006
Buck Consultants October 1996 - January 2000
Seton Hall University January 1991 - September 1996
Saint Barnabas Medical Center 1989 - 1991
Sherson American Express 1982 - 1984
Skills
CMM, Process Improvement, Program Management, Team Building, Change Management, MS Project, Outlook, Microsoft Office, Risk Management, Training, Business Analysis, Project Management, Leadership, SDLC, Analysis, Visio, Vendor Management, Requirements Gathering, PMP, Cross-functional Team..., Business Process..., Quality Assurance, Business Process, Corporate Actions, Integration, Software Project..., Financial Services, IT Management, Project Portfolio..., Business Requirements, Banking, Relationship Management, PMO, Equities, User Acceptance Testing, Requirements Analysis, Financial Risk, Resource Management, Software Documentation, Agile Methodologies, Change Manage, Governance, Project Planning, Information Technology, Microsoft Project
Education
Wagner College
Masters Business Administration (MBA) - Finance, Finance, General
State University of New York College at Brockport
BS, Business Administration - Management
Vincent Pacilio Vincent Pacilio's BNY Mellon Experience June 1987 - Present
Job EVP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 1987 - Present
The Bank of New York Mellon 1986 - Present
The Bank of New York 1987 - 2007
Skills
Capital Markets, Securities, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Banking, Bonds, Derivatives, Financial Services, Investments, Investment Banking, Mutual Funds, Portfolio Management, Series 7, Finance, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance
St. Lawrence University 1980 — 1984
BNY Mellon June 1987 - Present
The Bank of New York Mellon 1986 - Present
The Bank of New York 1987 - 2007
Skills
Capital Markets, Securities, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Banking, Bonds, Derivatives, Financial Services, Investments, Investment Banking, Mutual Funds, Portfolio Management, Series 7, Finance, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance
St. Lawrence University 1980 — 1984
Jarrod Lovett Jarrod Lovett's BNY Mellon Experience October 2013 - February 2014
Job Assistant Registrar at Chestnut Hill College
Industry Marketing and Advertising
Experience
Chestnut Hill College March 2014 - Present
BNY Mellon October 2013 - February 2014
University of South Florida August 2011 - July 2013
Tampa Bay Lightning December 2011 - May 2012
Family Doctors May 2010 - August 2010
Hartmann Luggage October 2009 - April 2010
Calvin Klein December 2005 - September 2007
Skills
Social Networking, Social Media, Facebook, Customer Service, Management, Social Media Marketing, Event Planning, Public Relations, Event Management, Advertising, Public Speaking, Marketing Communications, Marketing, Microsoft Office, PowerPoint, Marketing Strategy, Email Marketing, Online Marketing, HTML, Adobe Creative Suite
Education
University of South Florida-St. Petersburg Campus 2010 — 2012
Bachelor of Science (BS) in Marketing and Entrepreneurship, with a Minor in International Business
Manatee Community College 2009 — 2011
General Business
Chestnut Hill College March 2014 - Present
BNY Mellon October 2013 - February 2014
University of South Florida August 2011 - July 2013
Tampa Bay Lightning December 2011 - May 2012
Family Doctors May 2010 - August 2010
Hartmann Luggage October 2009 - April 2010
Calvin Klein December 2005 - September 2007
Skills
Social Networking, Social Media, Facebook, Customer Service, Management, Social Media Marketing, Event Planning, Public Relations, Event Management, Advertising, Public Speaking, Marketing Communications, Marketing, Microsoft Office, PowerPoint, Marketing Strategy, Email Marketing, Online Marketing, HTML, Adobe Creative Suite
Education
University of South Florida-St. Petersburg Campus 2010 — 2012
Bachelor of Science (BS) in Marketing and Entrepreneurship, with a Minor in International Business
Manatee Community College 2009 — 2011
General Business
Daniel Drewnowski Daniel Drewnowski's BNY Mellon Experience March 2001 - July 2006
Job Training Manager at Hudson Valley Federal Credit Union
Industry Financial Services
Experience
Hudson Valley Federal Credit Union October 2012 - Present
Hudson Valley Federal Credit Union July 2006 - October 2012
BNY Mellon March 2001 - July 2006
Skills
Coaching, Sales, Management, Leadership, Customer Service, Team Building, Financial Analysis
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor's degree, Psychology
Hudson Valley Federal Credit Union October 2012 - Present
Hudson Valley Federal Credit Union July 2006 - October 2012
BNY Mellon March 2001 - July 2006
Skills
Coaching, Sales, Management, Leadership, Customer Service, Team Building, Financial Analysis
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor's degree, Psychology
Frederick Bennett Frederick Bennett's BNY Mellon Experience March 1997 - December 2011
Job Project Manager at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions June 2013 - Present
Transamerica May 2012 - June 2013
Computershare January 2012 - May 2012
BNY Mellon March 1997 - December 2011
Prudential Insurance September 1996 - March 1997
Skills
Java, Informatica, Microsoft Office, Access, VBA, Requirements Gathering, Database Design, Microsoft SQL Server, Banking, Databases, Visio, Business Analysis, XML, Team Leadership, Process Improvement, Testing, Programming, Integration, SQL, COBOL, Visual Basic, .NET, Unix, System Administration, Call Centers, Oracle, VB.NET, Microsoft Excel, Quality Assurance, Project Management, T-SQL, Strategic Planning, SharePoint, Windows, Data Mining, Data Analysis, Customer Service, Analysis, MS Project, Business Intelligence, HTML, Budgets, C#, Requirements Analysis, SDLC, Risk Management, Financial Analysis, JavaScript, Data Warehousing
Education
Pace University 2000 — 2003
Master of Science, Computer Science
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science, Economics
Broadridge Financial Solutions June 2013 - Present
Transamerica May 2012 - June 2013
Computershare January 2012 - May 2012
BNY Mellon March 1997 - December 2011
Prudential Insurance September 1996 - March 1997
Skills
Java, Informatica, Microsoft Office, Access, VBA, Requirements Gathering, Database Design, Microsoft SQL Server, Banking, Databases, Visio, Business Analysis, XML, Team Leadership, Process Improvement, Testing, Programming, Integration, SQL, COBOL, Visual Basic, .NET, Unix, System Administration, Call Centers, Oracle, VB.NET, Microsoft Excel, Quality Assurance, Project Management, T-SQL, Strategic Planning, SharePoint, Windows, Data Mining, Data Analysis, Customer Service, Analysis, MS Project, Business Intelligence, HTML, Budgets, C#, Requirements Analysis, SDLC, Risk Management, Financial Analysis, JavaScript, Data Warehousing
Education
Pace University 2000 — 2003
Master of Science, Computer Science
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science, Economics
Jim Nevola, CFA, FRM, CAIA, CIPM Jim Nevola, CFA, FRM, CAIA, CIPM's BNY Mellon Experience February 2013 - Present
Job Senior Risk Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon January 2008 - January 2013
BNY Mellon February 2004 - December 2007
Citi June 2001 - February 2004
First Albany Capital September 2000 - June 2001
Merrill Lynch May 1999 - August 2000
Merrill Lynch July 1997 - September 1998
Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management
Education
State University of New York College at Geneseo 1994 — 1997
Bachelor of Arts, Economics
BNY Mellon February 2013 - Present
BNY Mellon January 2008 - January 2013
BNY Mellon February 2004 - December 2007
Citi June 2001 - February 2004
First Albany Capital September 2000 - June 2001
Merrill Lynch May 1999 - August 2000
Merrill Lynch July 1997 - September 1998
Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management
Education
State University of New York College at Geneseo 1994 — 1997
Bachelor of Arts, Economics
Mirela Cabej Mirela Cabej's BNY Mellon Experience October 2008 - Present
Job Vice President at The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon October 2008 - Present
BNY Mellon October 2006 - October 2008
JP Morgan Chase March 2005 - October 2006
Primerica Financial Services March 2003 - March 2005
Skills
Portfolio Management, Securities, Business Analysis, Fixed Income, Hedge Funds, Capital Markets, Financial Services, Relationship Management, Structured Finance, Global Custody, CRM, Management, Finance, Analysis, Equities, Bloomberg, Investments
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2003
Bachelor of science, Finance
BNY Mellon October 2008 - Present
BNY Mellon October 2006 - October 2008
JP Morgan Chase March 2005 - October 2006
Primerica Financial Services March 2003 - March 2005
Skills
Portfolio Management, Securities, Business Analysis, Fixed Income, Hedge Funds, Capital Markets, Financial Services, Relationship Management, Structured Finance, Global Custody, CRM, Management, Finance, Analysis, Equities, Bloomberg, Investments
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2003
Bachelor of science, Finance
Trevor Doan's BNY Mellon Experience January 2015 - Present
Job Securities Settlement at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Seaway Advisors September 2014 - December 2014
Skills
Finance, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service
Education
State University of New York College at Brockport 2011 — 2015
Bachelor of Science (B.S.), Finance
BNY Mellon January 2015 - Present
Seaway Advisors September 2014 - December 2014
Skills
Finance, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service
Education
State University of New York College at Brockport 2011 — 2015
Bachelor of Science (B.S.), Finance
Christopher Spinelli's BNY Mellon Experience April 2006 - July 2010
Job Vice President, Business Negotiations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2010 - Present
BNY Mellon April 2006 - July 2010
The GMS Group December 2003 - July 2005
BNY Mellon December 2002 - October 2003
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science (BS), Business Management
Xavier High School 1993 — 1997
Academics
Wells Fargo July 2010 - Present
BNY Mellon April 2006 - July 2010
The GMS Group December 2003 - July 2005
BNY Mellon December 2002 - October 2003
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science (BS), Business Management
Xavier High School 1993 — 1997
Academics
Steve Lawler Steve Lawler's BNY Mellon Experience 1999 - 2011
Job Business Development | Relationship Management | Banking & Capital Markets | Solution Sales
Industry Banking
Experience
BNY Mellon (Through November 2014) 2011 - Present
BNY Mellon 1999 - 2011
Barclays Investment Bank 1984 - 1999
Skills
Derivatives, Equities, Investments, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Investment Banking, Finance, Alternative Investments, Regulatory Requirements, Sales Management, Interest Rate..., Asset Management, Securities, Bloomberg, Financial Services, Bonds, Financial Structuring, Structured Products, Financial Markets, Credit Derivatives, Management, Mutual Funds, Banking, Portfolio Management
Education
St. Lawrence University
Bachelor of Arts (B.A.), Economics, Cum Laude
BNY Mellon (Through November 2014) 2011 - Present
BNY Mellon 1999 - 2011
Barclays Investment Bank 1984 - 1999
Skills
Derivatives, Equities, Investments, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Investment Banking, Finance, Alternative Investments, Regulatory Requirements, Sales Management, Interest Rate..., Asset Management, Securities, Bloomberg, Financial Services, Bonds, Financial Structuring, Structured Products, Financial Markets, Credit Derivatives, Management, Mutual Funds, Banking, Portfolio Management
Education
St. Lawrence University
Bachelor of Arts (B.A.), Economics, Cum Laude
Andrew Waldman Andrew Waldman's BNY Mellon Experience June 2013 - August 2013
Job Currently seeking employment in the Sales Industry
Industry Sports
Experience
New York Islanders January 2015 - May 2015
Peerless Aerospace Fastener Corporation January 2015 - March 2015
City Ice Pavilion June 2014 - August 2014
SUNY Cortland Athletic Department January 2013 - May 2014
BNY Mellon June 2013 - August 2013
New York Islanders 2009 - 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Marketing, Customer Service, Finance, Social Networking, Public Speaking, Public Relations, Social Skills, Sports, Sports Marketing, Event Management, Athletics, Hockey
Education
State University of New York College at Cortland 2010 — 2014
Bachelor of Science (B.S.), Sport Management
WC Mepham High School 2006 — 2010
New York Islanders January 2015 - May 2015
Peerless Aerospace Fastener Corporation January 2015 - March 2015
City Ice Pavilion June 2014 - August 2014
SUNY Cortland Athletic Department January 2013 - May 2014
BNY Mellon June 2013 - August 2013
New York Islanders 2009 - 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Marketing, Customer Service, Finance, Social Networking, Public Speaking, Public Relations, Social Skills, Sports, Sports Marketing, Event Management, Athletics, Hockey
Education
State University of New York College at Cortland 2010 — 2014
Bachelor of Science (B.S.), Sport Management
WC Mepham High School 2006 — 2010
Michaela Lewis Michaela Lewis's BNY Mellon Experience May 2014 - August 2014
Job Depositary Receipts Intern at BNY Mellon
Industry
Experience
BNY Mellon May 2014 - August 2014
U.S. Army Corps of Engineers, New England District May 2011 - August 2013
Greater Burlington YMCA August 2011 - January 2012
Skills
Bloomberg Software, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, ArcGIS, DiscoverText
Education
St. Lawrence University 2011 — 2015
Bachelor of Arts (B.A.), Environmental Studies/ Sociology
St.Lawrence University 2010 — 2015
Environmental Studies and Sociology
Burr and Burton Academy 2007 — 2010
BNY Mellon May 2014 - August 2014
U.S. Army Corps of Engineers, New England District May 2011 - August 2013
Greater Burlington YMCA August 2011 - January 2012
Skills
Bloomberg Software, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, ArcGIS, DiscoverText
Education
St. Lawrence University 2011 — 2015
Bachelor of Arts (B.A.), Environmental Studies/ Sociology
St.Lawrence University 2010 — 2015
Environmental Studies and Sociology
Burr and Burton Academy 2007 — 2010
Robert Reda Jr's BNY Mellon Experience May 2014 - Present
Job Alternative Investment Services Intern at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
University of Delaware May 2014 - Present
University of Delaware August 2013 - Present
The Titanium Risk Group September 2012 - June 2013
New York Mercantile Exchange May 2010 - September 2010
Skills
Trading, Microsoft Excel, Financial Markets, Risk Management, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Commodity, Sales, Bloomberg Terminal, Social Media, Market Research, Business Strategy, Access, Investments, Financial Modeling, Data Analysis, Business Analysis, Analysis, Financial Analysis, Leadership, Public Speaking, Budgets, Team Leadership, Forecasting, Outlook, Interviews, Event Planning, Fundraising, Marketing Strategy, Project Planning, Strategic Financial..., Portfolio Management, Analytics, Training, Teamwork, Time Management, Management, Finance, Research, Facebook, Financial Services, Economics, Relationship Management, Higher Education, Marketing, Communication, Business Management
Education
University of Delaware 2012 — 2015
Bachelor of Science (B.S.), Economics
Saint John's University - Peter J. Tobin College of Business 2011 — 2012
Business
BNY Mellon May 2014 - Present
University of Delaware May 2014 - Present
University of Delaware August 2013 - Present
The Titanium Risk Group September 2012 - June 2013
New York Mercantile Exchange May 2010 - September 2010
Skills
Trading, Microsoft Excel, Financial Markets, Risk Management, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Commodity, Sales, Bloomberg Terminal, Social Media, Market Research, Business Strategy, Access, Investments, Financial Modeling, Data Analysis, Business Analysis, Analysis, Financial Analysis, Leadership, Public Speaking, Budgets, Team Leadership, Forecasting, Outlook, Interviews, Event Planning, Fundraising, Marketing Strategy, Project Planning, Strategic Financial..., Portfolio Management, Analytics, Training, Teamwork, Time Management, Management, Finance, Research, Facebook, Financial Services, Economics, Relationship Management, Higher Education, Marketing, Communication, Business Management
Education
University of Delaware 2012 — 2015
Bachelor of Science (B.S.), Economics
Saint John's University - Peter J. Tobin College of Business 2011 — 2012
Business
Ann Frank Ann Frank's BNY Mellon Experience June 2000 - Present
Job Independent Beauty Consultant for Mary Kay and Programmer Analyst for BNYM
Industry Financial Services
Experience
for Mary Kay Cosmetics June 2005 - Present
BNY Mellon June 2000 - Present
Utica National Insurance Group December 1992 - June 2000
Commonwealth Automobile Reinsureres 1988 - 1992
Skills
Customer Service, Microsoft Excel, Outlook, Software Documentation, Microsoft Word, Databases, Analysis, Sales, Teamwork, SQL, Customer Satisfaction, SharePoint, Lotus Notes, COBOL, Microsoft Office, Visio, Team Building, Access, Management, SDLC, Training, Process Improvement, Team Leadership, Project Management, Business Analysis, Insurance, Program Management, System Administration
Education
State University of New York College at Brockport 1984 — 1987
BS, Computer Science
Herkimer County Community College 1982 — 1984
AS, Computer Science
Ilion High School 1979 — 1982
for Mary Kay Cosmetics June 2005 - Present
BNY Mellon June 2000 - Present
Utica National Insurance Group December 1992 - June 2000
Commonwealth Automobile Reinsureres 1988 - 1992
Skills
Customer Service, Microsoft Excel, Outlook, Software Documentation, Microsoft Word, Databases, Analysis, Sales, Teamwork, SQL, Customer Satisfaction, SharePoint, Lotus Notes, COBOL, Microsoft Office, Visio, Team Building, Access, Management, SDLC, Training, Process Improvement, Team Leadership, Project Management, Business Analysis, Insurance, Program Management, System Administration
Education
State University of New York College at Brockport 1984 — 1987
BS, Computer Science
Herkimer County Community College 1982 — 1984
AS, Computer Science
Ilion High School 1979 — 1982
Peter Simonini's BNY Mellon Experience November 1993 - January 2000
Job Financial Reporting Manager at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York May 2013 - Present
Citi January 2000 - May 2013
BNY Mellon November 1993 - January 2000
D.H. Blair & Co., Inc June 1989 - November 1990
Skills
Financial Analysis, Budgets, Forecasting, Strategic Planning, Budgeting, Process Improvement, Metrics, Analitical, Re-engineering, Re-engineering..., Financial Modeling, Analysis, Financial Reporting, Finance, Strategic Financial..., Internal Controls, Banking, Risk Management, Executive Management, Internal Audit, Investments, Financial Markets, Financial Risk, Securities, Management, Cash Management, Corporate Finance, Auditing, Capital Markets, Variance Analysis, Mergers & Acquisitions, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
University of Rhode Island 1984 — 1988
Bachelor of Arts (B.A.), Economics
Federal Reserve Bank of New York May 2013 - Present
Citi January 2000 - May 2013
BNY Mellon November 1993 - January 2000
D.H. Blair & Co., Inc June 1989 - November 1990
Skills
Financial Analysis, Budgets, Forecasting, Strategic Planning, Budgeting, Process Improvement, Metrics, Analitical, Re-engineering, Re-engineering..., Financial Modeling, Analysis, Financial Reporting, Finance, Strategic Financial..., Internal Controls, Banking, Risk Management, Executive Management, Internal Audit, Investments, Financial Markets, Financial Risk, Securities, Management, Cash Management, Corporate Finance, Auditing, Capital Markets, Variance Analysis, Mergers & Acquisitions, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
University of Rhode Island 1984 — 1988
Bachelor of Arts (B.A.), Economics
Wade Widrick Wade Widrick's BNY Mellon Experience September 2010 - July 2011
Job Data Integrity Analyst at Ryan Partnership
Industry Information Technology and Services
Experience
Epsilon February 2014 - Present
GE September 2011 - February 2014
BNY Mellon September 2010 - July 2011
Cortland Chamber of Commerce January 2010 - May 2010
Kraft Foods Group January 2008 - January 2010
SUNY Cortland January 2009 - May 2009
Skills
Analysis, Leadership, Program Management, Research, PLM (Product Lifecycle..., SAP NetWeaver Master..., HP QC (Hewlett-Packard..., Microsoft Suite..., Unix, Linux, SharePoint, Outlook, Data Analysis, Putty, Python, Auditing
Education
State University of New York College at Cortland 2006 — 2010
Bachelors, Business Economics
Epsilon February 2014 - Present
GE September 2011 - February 2014
BNY Mellon September 2010 - July 2011
Cortland Chamber of Commerce January 2010 - May 2010
Kraft Foods Group January 2008 - January 2010
SUNY Cortland January 2009 - May 2009
Skills
Analysis, Leadership, Program Management, Research, PLM (Product Lifecycle..., SAP NetWeaver Master..., HP QC (Hewlett-Packard..., Microsoft Suite..., Unix, Linux, SharePoint, Outlook, Data Analysis, Putty, Python, Auditing
Education
State University of New York College at Cortland 2006 — 2010
Bachelors, Business Economics
Daniel Agostino Daniel Agostino's BNY Mellon Experience June 2011 - January 2012
Job Assortment and Item Planner at Cabela's
Industry Retail
Experience
Cabela's September 2014 - Present
Cabela's June 2013 - September 2014
Cabela's March 2012 - June 2013
BNY Mellon June 2011 - January 2012
North Buffalo Community Development May 2005 - January 2011
Skills
Economics, Investments, Corporate Finance, Econometrics, Financial Markets, Management, Macroeconomics, Time Management, Statistics, Financial Accounting, Process Scheduler, Accounts Receivable, Merchandising, Customer Service, Inventory Management, Retail, Assortment, Team Building, Inventory Control, Microsoft Office, Microsoft Excel, Forecasting, Sales, Visual Merchandising
Education
State University of New York College at Buffalo
B.S, Financial Economics; Finance
Cabela's September 2014 - Present
Cabela's June 2013 - September 2014
Cabela's March 2012 - June 2013
BNY Mellon June 2011 - January 2012
North Buffalo Community Development May 2005 - January 2011
Skills
Economics, Investments, Corporate Finance, Econometrics, Financial Markets, Management, Macroeconomics, Time Management, Statistics, Financial Accounting, Process Scheduler, Accounts Receivable, Merchandising, Customer Service, Inventory Management, Retail, Assortment, Team Building, Inventory Control, Microsoft Office, Microsoft Excel, Forecasting, Sales, Visual Merchandising
Education
State University of New York College at Buffalo
B.S, Financial Economics; Finance
Marty Curran Marty Curran's BNY Mellon Experience October 1994 - August 2012
Job VP at Computershare US
Industry Financial Services
Experience
Computershare US January 2012 - Present
National Investor Relations Institute September 1995 - Present
BNY Mellon October 1994 - August 2012
ACS, a Xerox Company 1984 - 1994
Education
State University of New York - System
BS, Business Admin
Computershare US January 2012 - Present
National Investor Relations Institute September 1995 - Present
BNY Mellon October 1994 - August 2012
ACS, a Xerox Company 1984 - 1994
Education
State University of New York - System
BS, Business Admin
Jennifer Fortis Jennifer Fortis's BNY Mellon Experience October 2008 - October 2009
Job Trade Support Team Lead, Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions July 2011 - Present
Pershing October 2009 - July 2011
BNY Mellon October 2008 - October 2009
Pershing January 2007 - October 2008
Skills
Securities, Series 7, Mutual Funds, Equities, Trading, Bloomberg, Bonds, Settlement, Fixed Income, Investments, Alternative Investments, Options, Financial Analysis, Prime Brokerage, Derivatives, FTP software, International Trade, Microsoft Office, Banking, Financial Services, Finance, Hedge Funds, FINRA, Risk Management, Financial Markets, Capital Markets, Customer Service, Back Office, Investment Advisory, Trading Systems, Microsoft Excel, Asset Management, Wealth Management, Accounting, Management, Investment Banking, Financial Planning, Business Analysis, Financial Risk, Account Reconciliation, Process Improvement
Education
Webster University 2008 — 2012
Master of Science, Finance and MBA, G.P.A. 3.9
University of Central Florida 2003 — 2006
BSBA, Finance
Valencia College 2002 — 2003
AS, General Studies
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BSBA, Finance
Pershing Advisor Solutions July 2011 - Present
Pershing October 2009 - July 2011
BNY Mellon October 2008 - October 2009
Pershing January 2007 - October 2008
Skills
Securities, Series 7, Mutual Funds, Equities, Trading, Bloomberg, Bonds, Settlement, Fixed Income, Investments, Alternative Investments, Options, Financial Analysis, Prime Brokerage, Derivatives, FTP software, International Trade, Microsoft Office, Banking, Financial Services, Finance, Hedge Funds, FINRA, Risk Management, Financial Markets, Capital Markets, Customer Service, Back Office, Investment Advisory, Trading Systems, Microsoft Excel, Asset Management, Wealth Management, Accounting, Management, Investment Banking, Financial Planning, Business Analysis, Financial Risk, Account Reconciliation, Process Improvement
Education
Webster University 2008 — 2012
Master of Science, Finance and MBA, G.P.A. 3.9
University of Central Florida 2003 — 2006
BSBA, Finance
Valencia College 2002 — 2003
AS, General Studies
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BSBA, Finance
Andrew Andricopoulos Andrew Andricopoulos's BNY Mellon Experience January 2014 - Present
Job Relationship Administrator at BNY Mellon.
Industry Investment Banking
Experience
BNY Mellon January 2014 - Present
Great North Property Management January 2013 - April 2013
GR August 2012 - January 2013
Phoenix and South Carolina September 2007 - November 2008
Hockey player August 2003 - April 2008
Skills
Real Estate, Valuation, Sales, Marketing, Public Speaking, Social Media, Finance, Microsoft Word, Management, PowerPoint, Project Management, Event Planning, Leases, Corporate Real Estate, Investment Properties, Real Estate Transactions, Tenant, Commercial Leasing, Landlord, Property Management, Lease Negotiations, Investors, Sellers, Rentals, Lease Administration, Selling, Customer Service, Budgets, Retail, Landlords, Investments, Strategic Planning, Closings, Sword Fighting, Pickles
Education
St. Thomas University (CA) 2009 — 2012
Bachelor of Arts (BA), Economics
Tabor Academy 2001 — 2003
BNY Mellon January 2014 - Present
Great North Property Management January 2013 - April 2013
GR August 2012 - January 2013
Phoenix and South Carolina September 2007 - November 2008
Hockey player August 2003 - April 2008
Skills
Real Estate, Valuation, Sales, Marketing, Public Speaking, Social Media, Finance, Microsoft Word, Management, PowerPoint, Project Management, Event Planning, Leases, Corporate Real Estate, Investment Properties, Real Estate Transactions, Tenant, Commercial Leasing, Landlord, Property Management, Lease Negotiations, Investors, Sellers, Rentals, Lease Administration, Selling, Customer Service, Budgets, Retail, Landlords, Investments, Strategic Planning, Closings, Sword Fighting, Pickles
Education
St. Thomas University (CA) 2009 — 2012
Bachelor of Arts (BA), Economics
Tabor Academy 2001 — 2003
Moneifa Nance Moneifa Nance's BNY Mellon Experience May 2011 - August 2011
Job Analyst at Goldman Sachs, Compliance Division
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs May 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Federal Reserve Bank of New York May 2012 - August 2012
BNY Mellon May 2011 - August 2011
Skills
Microsoft Office, Financial Analysis, Risk Assessment, Team Leadership, Bloomberg Terminal, Bloomberg, Public Speaking, Valuation, Equities, Microsoft Excel, Financial Modeling, Data Analysis, Market Research, Risk Management, Capital Markets
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor of Science (BS), Finance
Goldman Sachs June 2014 - Present
Goldman Sachs May 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Federal Reserve Bank of New York May 2012 - August 2012
BNY Mellon May 2011 - August 2011
Skills
Microsoft Office, Financial Analysis, Risk Assessment, Team Leadership, Bloomberg Terminal, Bloomberg, Public Speaking, Valuation, Equities, Microsoft Excel, Financial Modeling, Data Analysis, Market Research, Risk Management, Capital Markets
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor of Science (BS), Finance
Libby Mitchell Libby Mitchell's BNY Mellon Experience January 2015 - Present
Job Section Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2015 - Present
BNY Mellon January 2012 - Present
BNY Mellon November 2005 - January 2012
Bloomberg June 2002 - August 2002
Skills
Trading, Bloomberg, Investments, Banking, Fixed Income, Financial Services, Employee Training, Multi Tasking, Finance, Analysis, Corporate Finance, Financial Analysis, Microsoft Excel, Asset Management, Financial Modeling, Equities, Management, Relationship Management, Trustee
Education
State University of New York College at Buffalo 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon January 2015 - Present
BNY Mellon January 2012 - Present
BNY Mellon November 2005 - January 2012
Bloomberg June 2002 - August 2002
Skills
Trading, Bloomberg, Investments, Banking, Fixed Income, Financial Services, Employee Training, Multi Tasking, Finance, Analysis, Corporate Finance, Financial Analysis, Microsoft Excel, Asset Management, Financial Modeling, Equities, Management, Relationship Management, Trustee
Education
State University of New York College at Buffalo 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
David Cruikshank David Cruikshank's BNY Mellon Experience January 2011 - January 2014
Job Executive Vice President and Market Segment Lead
Industry Banking
Experience
The Bank of New York Mellon January 2014 - Present
BNY Mellon January 2011 - January 2014
BNY Mellon April 2003 - January 2011
ABN AMRO Bank N.V. November 1993 - March 2003
Citibank 1988 - 1993
Skills
Banking, Cash Management, Financial Institutions, Trade Finance, Liquidity Management, Payments, Financial Transactions, Treasury Management, Internet Banking, AML, Financial Risk, Operational Risk..., Retail Banking, Financial Services, Treasury, Risk Management, Credit Risk, Funding, Relationship Management, Commercial Lending, Financial Markets, Treasury Services, Back Office, SWIFT payments, Trading, Bloomberg, Fixed Income, Bonds, Foreign Exchange, Asset Management, Payment Systems, Credit, Credit Cards, Capital Markets, Operational Risk, Derivatives, Core Banking, Securities, Finance, Credit Analysis, Investment Banking, Loans, Portfolio Management, Electronic Payments, Equities, Anti Money Laundering
Education
St. Lawrence University
BS, Organizational Psychology
The Bank of New York Mellon January 2014 - Present
BNY Mellon January 2011 - January 2014
BNY Mellon April 2003 - January 2011
ABN AMRO Bank N.V. November 1993 - March 2003
Citibank 1988 - 1993
Skills
Banking, Cash Management, Financial Institutions, Trade Finance, Liquidity Management, Payments, Financial Transactions, Treasury Management, Internet Banking, AML, Financial Risk, Operational Risk..., Retail Banking, Financial Services, Treasury, Risk Management, Credit Risk, Funding, Relationship Management, Commercial Lending, Financial Markets, Treasury Services, Back Office, SWIFT payments, Trading, Bloomberg, Fixed Income, Bonds, Foreign Exchange, Asset Management, Payment Systems, Credit, Credit Cards, Capital Markets, Operational Risk, Derivatives, Core Banking, Securities, Finance, Credit Analysis, Investment Banking, Loans, Portfolio Management, Electronic Payments, Equities, Anti Money Laundering
Education
St. Lawrence University
BS, Organizational Psychology
Ronald Coombs Ronald Coombs's BNY Mellon Experience February 2007 - January 2009
Job Chief Financial Officer at Regional Industrial Development Corporation
Industry Real Estate
Experience
Regional Industrial Development Corporation (RIDC) December 2012 - Present
ImPACT Applications, Inc. June 2009 - August 2012
BNY Mellon February 2007 - January 2009
Mellon Ventures June 1995 - February 2007
Mellon Financial January 1994 - June 1995
Mellon Financial October 1990 - December 1993
Kenneth Leventhal & Company September 1985 - October 1990
Skills
Operations Management, Facilitators, Finance, Strategy, Efficiency, Risk Management, Accounting, Collaborative Problem..., Budgets, Integration, Financial Regulation, Operational Efficiency, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Project Management, Investment Management, Portfolio Management, Performance Benchmarking, Project Planning, Investments, Valuation, Executive Management, Management, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting, Financial Analysis
Regional Industrial Development Corporation (RIDC) December 2012 - Present
ImPACT Applications, Inc. June 2009 - August 2012
BNY Mellon February 2007 - January 2009
Mellon Ventures June 1995 - February 2007
Mellon Financial January 1994 - June 1995
Mellon Financial October 1990 - December 1993
Kenneth Leventhal & Company September 1985 - October 1990
Skills
Operations Management, Facilitators, Finance, Strategy, Efficiency, Risk Management, Accounting, Collaborative Problem..., Budgets, Integration, Financial Regulation, Operational Efficiency, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Project Management, Investment Management, Portfolio Management, Performance Benchmarking, Project Planning, Investments, Valuation, Executive Management, Management, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting, Financial Analysis
Deborah Sgro, PMP Deborah Sgro, PMP's BNY Mellon Experience June 2008 - Present
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon June 2008 - Present
NYSE Euronext 2007 - 2008
Securities Industry Automation Corporation 1983 - 2008
NYSE Group 2006 - 2007
SIAC 1987 - February 2006
Monchik - Weber 1981 - 1987
Computron 1979 - 1981
Skills
Management, Leadership, Analysis, SDLC, Financial Services, IT Management, Software Project..., PMO, PMP, Project Portfolio..., Project Management, Process Improvement, Portfolio Management, Software Development
Education
Stevens Institute of Technology 2007 — 2009
Executive Masters, Technology Management
Stevens Institute of Technology 1983 — 1988
Master Of Science, Computer Science
State University of New York College at Brockport
BNY Mellon June 2008 - Present
NYSE Euronext 2007 - 2008
Securities Industry Automation Corporation 1983 - 2008
NYSE Group 2006 - 2007
SIAC 1987 - February 2006
Monchik - Weber 1981 - 1987
Computron 1979 - 1981
Skills
Management, Leadership, Analysis, SDLC, Financial Services, IT Management, Software Project..., PMO, PMP, Project Portfolio..., Project Management, Process Improvement, Portfolio Management, Software Development
Education
Stevens Institute of Technology 2007 — 2009
Executive Masters, Technology Management
Stevens Institute of Technology 1983 — 1988
Master Of Science, Computer Science
State University of New York College at Brockport
Luigi Dato Luigi Dato's BNY Mellon Experience June 2011 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
BNY Mellon October 2010 - June 2011
BNY Mellon July 2007 - September 2010
BNY Mellon August 2005 - July 2007
UBS April 2002 - August 2005
Skills
Portfolio Management, Financial Risk, Bonds, Securitization, Structured Products, Asset Allocation, Auditing, Management, ABS, Funding, Accounts Payable, Corporate Law
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
BS, Finance
BNY Mellon June 2011 - Present
BNY Mellon October 2010 - June 2011
BNY Mellon July 2007 - September 2010
BNY Mellon August 2005 - July 2007
UBS April 2002 - August 2005
Skills
Portfolio Management, Financial Risk, Bonds, Securitization, Structured Products, Asset Allocation, Auditing, Management, ABS, Funding, Accounts Payable, Corporate Law
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Yaroslav (Jerry) Fentsor Yaroslav (Jerry) Fentsor's BNY Mellon Experience July 2012 - November 2013
Job Analyst at RCB Fund Services
Industry Financial Services
Experience
RCB Fund Services March 2014 - Present
BNY Mellon July 2012 - November 2013
First Investors Corporation June 2011 - August 2011
Skills
Investments, Equities, Finance
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Bachelor of Business Administration (BBA), Financial Analysis
RCB Fund Services March 2014 - Present
BNY Mellon July 2012 - November 2013
First Investors Corporation June 2011 - August 2011
Skills
Investments, Equities, Finance
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Bachelor of Business Administration (BBA), Financial Analysis
John Davis's BNY Mellon Experience September 2014 - Present
Job SVP, Head of Retirement Marketing at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
Heath Bressette Heath Bressette's BNY Mellon Experience March 2013 - Present
Job Derivative Operations Specialist at BNY Mellon
Industry Investment Management
Experience
BNY Mellon March 2013 - Present
Practice Resources LLC February 2012 - November 2012
Student Learning Center August 2011 - December 2011
Town of Van Buren May 2009 - August 2011
Skills
Investments, Corporate Finance, Finance, Valuation, Microsoft Office, Leadership, Derivatives
Education
State University of New York College at Brockport 2010 — 2011
Bachelors, Finance
State University of New York College at Cortland 2009 — 2010
Economics
State University of New York College of Agriculture and Technology at Cobleskill 2007 — 2009
Business Administration
BNY Mellon March 2013 - Present
Practice Resources LLC February 2012 - November 2012
Student Learning Center August 2011 - December 2011
Town of Van Buren May 2009 - August 2011
Skills
Investments, Corporate Finance, Finance, Valuation, Microsoft Office, Leadership, Derivatives
Education
State University of New York College at Brockport 2010 — 2011
Bachelors, Finance
State University of New York College at Cortland 2009 — 2010
Economics
State University of New York College of Agriculture and Technology at Cobleskill 2007 — 2009
Business Administration
Brendan Baynes Brendan Baynes's BNY Mellon Experience May 2012 - August 2012
Job Supervisor at Western Union
Industry Financial Services
Experience
Western Union February 2015 - Present
JPMorgan Chase January 2014 - February 2015
JPMorgan Chase August 2012 - December 2013
BNY Mellon May 2012 - August 2012
BNY Mellon June 2011 - May 2012
Wall Street Financial Group January 2011 - June 2011
Skills
BSA, OFAC, Microsoft Office, Compliance, Excel, Word, SharePoint, HTML, AML, Access, Adobe Acrobat, Proficient in InDesign, Lotus Notes, Syfact, LexisNexis, Microsoft Excel, Microsoft Word, Fraud, Auditing, Analysis, Finance, Bank Secrecy Act, Anti Money Laundering
Education
State University of New York College at Geneseo 2007 — 2011
BS, Business Administration
Griffith College: Dublin, Ireland 2010 — 2010
International Business
Western Union February 2015 - Present
JPMorgan Chase January 2014 - February 2015
JPMorgan Chase August 2012 - December 2013
BNY Mellon May 2012 - August 2012
BNY Mellon June 2011 - May 2012
Wall Street Financial Group January 2011 - June 2011
Skills
BSA, OFAC, Microsoft Office, Compliance, Excel, Word, SharePoint, HTML, AML, Access, Adobe Acrobat, Proficient in InDesign, Lotus Notes, Syfact, LexisNexis, Microsoft Excel, Microsoft Word, Fraud, Auditing, Analysis, Finance, Bank Secrecy Act, Anti Money Laundering
Education
State University of New York College at Geneseo 2007 — 2011
BS, Business Administration
Griffith College: Dublin, Ireland 2010 — 2010
International Business
Terence O'Sullivan Terence O'Sullivan's BNY Mellon Experience December 2002 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon December 2002 - February 2011
BNY Mellon May 1999 - December 2002
The Depository Trust Company July 1997 - May 1999
The Depository Trust Company February 1994 - July 1997
The Depository Trust Company July 1987 - February 1994
Elle Magazine May 1985 - July 1987
Skills
Product Development, Forecasting, Budgeting, Planning, Variance Analysis, Reconciliation, Analysis, Competitive Analysis, Team Building, Financial Planning, Financial Analysis, Financial Control, Product Strategy, Product Launch, Financial Audits, Finance, Project Planning, Process Improvement, Management, Budgets, Risk Management, Product Management, Strategic Financial..., Account Reconciliation, Financial Services, Securities, New Business Development, Financial Reporting, Business Process..., Managerial Finance, Pricing
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Saint John's University - Peter J. Tobin College of Business
BS, Management
BNY Mellon December 2002 - February 2011
BNY Mellon May 1999 - December 2002
The Depository Trust Company July 1997 - May 1999
The Depository Trust Company February 1994 - July 1997
The Depository Trust Company July 1987 - February 1994
Elle Magazine May 1985 - July 1987
Skills
Product Development, Forecasting, Budgeting, Planning, Variance Analysis, Reconciliation, Analysis, Competitive Analysis, Team Building, Financial Planning, Financial Analysis, Financial Control, Product Strategy, Product Launch, Financial Audits, Finance, Project Planning, Process Improvement, Management, Budgets, Risk Management, Product Management, Strategic Financial..., Account Reconciliation, Financial Services, Securities, New Business Development, Financial Reporting, Business Process..., Managerial Finance, Pricing
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Saint John's University - Peter J. Tobin College of Business
BS, Management
Amy Wuolle Amy Wuolle's BNY Mellon Experience January 2013 - March 2013
Job Store Associate at Eastern National
Industry Banking
Experience
Eastern National May 2015 - Present
Santander Bank N.A. September 2013 - October 2014
Northborough Senior Center August 2012 - June 2013
BNY Mellon January 2013 - March 2013
Bank of America 2007 - 2011
Cape Cod Cooperative Bank 2001 - 2007
Compass Bank for Savings 2000 - 2001
Cape Cod Bank and Trust Company 2000 - 2000
Skills
Banking, Loans, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Lines Of Credit, Retail Banking, FHA, Customer Service, Consumer Lending, Commercial Banking, Cross Selling, Mortgage Servicing, Branch Management, Underwriting
Education
Manatee Community College
Business
Eastern National May 2015 - Present
Santander Bank N.A. September 2013 - October 2014
Northborough Senior Center August 2012 - June 2013
BNY Mellon January 2013 - March 2013
Bank of America 2007 - 2011
Cape Cod Cooperative Bank 2001 - 2007
Compass Bank for Savings 2000 - 2001
Cape Cod Bank and Trust Company 2000 - 2000
Skills
Banking, Loans, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Lines Of Credit, Retail Banking, FHA, Customer Service, Consumer Lending, Commercial Banking, Cross Selling, Mortgage Servicing, Branch Management, Underwriting
Education
Manatee Community College
Business
Brandon Teti Brandon Teti's BNY Mellon Experience December 2013 - Present
Job Account Administrator II Financial Institutions Asset Servicing at BNY Mellon
Industry Banking
Experience
BNY Mellon December 2013 - Present
Mohawk Valley 1st Choice Realty February 2013 - June 2014
First Source Federal Credit Union May 2009 - December 2013
Bank of New York Mellon May 2008 - September 2008
Eannace Funeral Home December 2005 - May 2008
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Access, Outlook, Data Analysis, Analysis, Teamwork, Banking, Team Leadership, Strategic Planning, Public Speaking, Employee Relations, Market Research, Fundraising, Networking, Project Management, Cross-functional Team..., Communication Skills, Project Finance, Collections, Quality Assurance, Vendor Relationships, Process Improvement, Consumer Lending, Employee Training, Reporting & Analysis, Team Management, Real Estate Transactions, Real Estate Financing, Real Estate License, Real Estate, Organizational..., Presentation Development, Technical Presentations, Staff Development, Business Strategy, Business Analysis, Business Development, Marketing, Credit, Management, Finance, Financial Services
Education
State University of New York at Buffalo - School of Management 2008 — 2012
BS, Business Administration, 3.4
BNY Mellon December 2013 - Present
Mohawk Valley 1st Choice Realty February 2013 - June 2014
First Source Federal Credit Union May 2009 - December 2013
Bank of New York Mellon May 2008 - September 2008
Eannace Funeral Home December 2005 - May 2008
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Access, Outlook, Data Analysis, Analysis, Teamwork, Banking, Team Leadership, Strategic Planning, Public Speaking, Employee Relations, Market Research, Fundraising, Networking, Project Management, Cross-functional Team..., Communication Skills, Project Finance, Collections, Quality Assurance, Vendor Relationships, Process Improvement, Consumer Lending, Employee Training, Reporting & Analysis, Team Management, Real Estate Transactions, Real Estate Financing, Real Estate License, Real Estate, Organizational..., Presentation Development, Technical Presentations, Staff Development, Business Strategy, Business Analysis, Business Development, Marketing, Credit, Management, Finance, Financial Services
Education
State University of New York at Buffalo - School of Management 2008 — 2012
BS, Business Administration, 3.4
Todd Levy Todd Levy's BNY Mellon Experience March 2012 - Present
Job Head of Product Management Securities Finance
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
BNY Mellon March 2010 - March 2012
Bank of New York Mellon March 2006 - March 2010
BNY Mellon November 2000 - March 2006
Federated Investors 1994 - 2000
Education
State University of New York at Buffalo - School of Management 1993 — 1994
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 1989 — 1993
Bachelor’s Degree
BNY Mellon March 2012 - Present
BNY Mellon March 2010 - March 2012
Bank of New York Mellon March 2006 - March 2010
BNY Mellon November 2000 - March 2006
Federated Investors 1994 - 2000
Education
State University of New York at Buffalo - School of Management 1993 — 1994
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 1989 — 1993
Bachelor’s Degree
Andrew Plumb Andrew Plumb's BNY Mellon Experience June 2015 - Present
Job IT LDP Associate at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 2015 - Present
Varian Medical Systems September 2012 - May 2015
Santa Cruz Institute of Particle Physics 2009 - June 2012
Fullpower Technologies 2010 - 2010
Skills
Matlab, Physics, Biomedical Engineering, Optics, Research, Data Analysis, Circuit Design, Statistical Physics, Mechanics, Particle Physics, Electromagnetics, Magnetics, Chemistry, Experimental Physics, Experimentation, Mathematical Physics, Mathematics, Thermodynamics, Quantum Mechanics, Solid State Physics, Macroeconomics, Microeconomics, Pspice, Orcad, ROOT, Mathematical Modeling, Applied Physics
Education
University of California, Santa Cruz 2008 — 2012
BS, Applied Physics
University of California, Berkeley 2007 — 2008
Stanford University
Georgiana Bruce Kirby
BNY Mellon June 2015 - Present
Varian Medical Systems September 2012 - May 2015
Santa Cruz Institute of Particle Physics 2009 - June 2012
Fullpower Technologies 2010 - 2010
Skills
Matlab, Physics, Biomedical Engineering, Optics, Research, Data Analysis, Circuit Design, Statistical Physics, Mechanics, Particle Physics, Electromagnetics, Magnetics, Chemistry, Experimental Physics, Experimentation, Mathematical Physics, Mathematics, Thermodynamics, Quantum Mechanics, Solid State Physics, Macroeconomics, Microeconomics, Pspice, Orcad, ROOT, Mathematical Modeling, Applied Physics
Education
University of California, Santa Cruz 2008 — 2012
BS, Applied Physics
University of California, Berkeley 2007 — 2008
Stanford University
Georgiana Bruce Kirby
Ryan Landron's BNY Mellon Experience June 2013 - September 2013
Job Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management September 2014 - Present
BNY Mellon June 2013 - September 2013
Microsoft January 2013 - March 2013
BNY Mellon June 2012 - September 2012
Stanford University Office of Accessible Education September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Matlab, Java, C++, Entrepreneurship, Research, Data Analysis, Microsoft Word, Social Media, SQL, Teamwork, Economics, Microsoft Access, Basic SQL, VBA, Access, Statistics
Education
Stanford University 2010 — 2014
Bachelor of Science (BS)
Staten Island Technical High School 2006 — 2010
First Republic Investment Management September 2014 - Present
BNY Mellon June 2013 - September 2013
Microsoft January 2013 - March 2013
BNY Mellon June 2012 - September 2012
Stanford University Office of Accessible Education September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Matlab, Java, C++, Entrepreneurship, Research, Data Analysis, Microsoft Word, Social Media, SQL, Teamwork, Economics, Microsoft Access, Basic SQL, VBA, Access, Statistics
Education
Stanford University 2010 — 2014
Bachelor of Science (BS)
Staten Island Technical High School 2006 — 2010
Sheira Castillo Sheira Castillo's BNY Mellon Experience March 2015 - Present
Job Senior Fund Accountant at BNY Mellon
Industry Hospital & Health Care
Experience
BNY Mellon March 2015 - Present
BNY Mellon October 2013 - Present
Sojourner Truth Library August 2009 - May 2013
SUNY New Paltz August 2010 - December 2012
Bronx Center for Rehabilitation and Healthcare December 2011 - January 2012
Harlem Children's Health Project July 2010 - August 2011
Summer Medical and Dental Educational Program (SMDEP) June 2011 - July 2011
New York Downtown Hospital July 2008 - August 2008
Torres Family February 2005 - May 2007
Skills
Microsoft Office, Microsoft Works, Computer Defrag, Desktop Setup, Photoshop, Printers, Copying, Advertising, Blogging, Higher Education, Research, Residence Life, Windows, Student Development, Resume Writing, Data Entry, Desktop Computers, Fundraising, PowerPoint, Non-profits, Student Affairs, Tumblr, Community Outreach, Social Media, Microsoft Word, Computers, Program Development, Outlook, Customer Service, Public Speaking, Public Relations, Leadership, Facebook, Nonprofits
Education
State University of New York at New Paltz 2009 — 2013
BA Student, English
Bread and Roses Integrated Arts
BNY Mellon March 2015 - Present
BNY Mellon October 2013 - Present
Sojourner Truth Library August 2009 - May 2013
SUNY New Paltz August 2010 - December 2012
Bronx Center for Rehabilitation and Healthcare December 2011 - January 2012
Harlem Children's Health Project July 2010 - August 2011
Summer Medical and Dental Educational Program (SMDEP) June 2011 - July 2011
New York Downtown Hospital July 2008 - August 2008
Torres Family February 2005 - May 2007
Skills
Microsoft Office, Microsoft Works, Computer Defrag, Desktop Setup, Photoshop, Printers, Copying, Advertising, Blogging, Higher Education, Research, Residence Life, Windows, Student Development, Resume Writing, Data Entry, Desktop Computers, Fundraising, PowerPoint, Non-profits, Student Affairs, Tumblr, Community Outreach, Social Media, Microsoft Word, Computers, Program Development, Outlook, Customer Service, Public Speaking, Public Relations, Leadership, Facebook, Nonprofits
Education
State University of New York at New Paltz 2009 — 2013
BA Student, English
Bread and Roses Integrated Arts
Vanessa Mack Vanessa Mack's BNY Mellon Experience Team Leader, VP, Global Client AdministrationBNY MellonMay 2009 - Present
Job Team Leader, VP, Global Client Administration at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Team Leader, VP, Global Client AdministrationBNY MellonMay 2009 - Present
BNY Mellon May 2005 - May 2009
BNY Mellon May 2000 - May 2005
Education
St. Joseph's College
Master of Business Administration (MBA)
St. Joseph's College
Master's degree, Business Administration and Management, General
BNY Mellon Team Leader, VP, Global Client AdministrationBNY MellonMay 2009 - Present
BNY Mellon May 2005 - May 2009
BNY Mellon May 2000 - May 2005
Education
St. Joseph's College
Master of Business Administration (MBA)
St. Joseph's College
Master's degree, Business Administration and Management, General
Adnan A's BNY Mellon Experience April 2013 - October 2014
Job Experienced Audit Associate Financial Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2015 - Present
Guggenheim Partners October 2014 - May 2015
BNY Mellon April 2013 - October 2014
Jack Lawrence & Co CPA LLC January 2008 - June 2008
Skills
Microsoft Office, Microsoft Powerpoint, Quickbooks, Accounting, Auditing, Tax, Internal Controls, Risk Assessment, Financial Reporting, Policy, Accruals, PowerPoint, GAAP, Access, QuickBooks, Internal Audit, Valuation, Corporate Tax, Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, General Ledger, Preparation, CPA, Account Reconciliation, Financial Modeling, PeopleSoft, Financial Statements, Journal Entries, Payroll, Financial Accounting, Banking, Due Diligence, Budgets, Finance, Variance Analysis
Education
State University of New York College at Old Westbury 2008 — 2012
Bachelor's degree, Accounting
Suffolk County Community College 2007 — 2008
Associate of Science (A.S.), Accounting
Isa Town, Bahrain 1994 — 2006
High School Diploma
BDO USA, LLP May 2015 - Present
Guggenheim Partners October 2014 - May 2015
BNY Mellon April 2013 - October 2014
Jack Lawrence & Co CPA LLC January 2008 - June 2008
Skills
Microsoft Office, Microsoft Powerpoint, Quickbooks, Accounting, Auditing, Tax, Internal Controls, Risk Assessment, Financial Reporting, Policy, Accruals, PowerPoint, GAAP, Access, QuickBooks, Internal Audit, Valuation, Corporate Tax, Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, General Ledger, Preparation, CPA, Account Reconciliation, Financial Modeling, PeopleSoft, Financial Statements, Journal Entries, Payroll, Financial Accounting, Banking, Due Diligence, Budgets, Finance, Variance Analysis
Education
State University of New York College at Old Westbury 2008 — 2012
Bachelor's degree, Accounting
Suffolk County Community College 2007 — 2008
Associate of Science (A.S.), Accounting
Isa Town, Bahrain 1994 — 2006
High School Diploma
Carlo Castro's BNY Mellon Experience July 2007 - May 2011
Job Accountant II/ CPA Candidate
Industry Financial Services
Experience
Pentegra Retirement Services February 2015 - Present
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies December 2013 - February 2015
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies May 2011 - November 2013
BNY Mellon July 2007 - May 2011
Bank of America April 2007 - May 2007
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Auditing, Account Reconciliation, Sarbanes-Oxley Act, QuickBooks, PeopleSoft, Tax Preparation, Accounts Payable, Accounts Receivable, Access, GAAP, Fixed Assets, Internal Audit, Financial Statements, Forecasting, General Ledger, Journal Entries, Bank Reconciliation, Accruals, Microsoft Excel, US GAAP, Cash Management, Invoicing, Payroll, Year-end Close, Monthly Close, Spreadsheets, G/L Reconciliations, Balance Sheet, Vlookup
Education
State University of New York at New Paltz 2002 — 2007
Bachelor of Science, Accounting
Pentegra Retirement Services February 2015 - Present
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies December 2013 - February 2015
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies May 2011 - November 2013
BNY Mellon July 2007 - May 2011
Bank of America April 2007 - May 2007
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Auditing, Account Reconciliation, Sarbanes-Oxley Act, QuickBooks, PeopleSoft, Tax Preparation, Accounts Payable, Accounts Receivable, Access, GAAP, Fixed Assets, Internal Audit, Financial Statements, Forecasting, General Ledger, Journal Entries, Bank Reconciliation, Accruals, Microsoft Excel, US GAAP, Cash Management, Invoicing, Payroll, Year-end Close, Monthly Close, Spreadsheets, G/L Reconciliations, Balance Sheet, Vlookup
Education
State University of New York at New Paltz 2002 — 2007
Bachelor of Science, Accounting
Madelyne Ortiz's BNY Mellon Experience 2012 - 2013
Job Sales professional, Google AdWords certified interested in CPG/Retail
Industry Marketing and Advertising
Experience
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
Citco Fund Services 2006 - 2008
J.P. Morgan 2006 - 2006
Education
State University of New York at New Paltz
Bachelor's Degree, Sociology, Communications Media
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
Citco Fund Services 2006 - 2008
J.P. Morgan 2006 - 2006
Education
State University of New York at New Paltz
Bachelor's Degree, Sociology, Communications Media
Rebecca Flint's BNY Mellon Experience February 2005 - March 2015
Job Community Manager, Making Strides Against Breast Cancer
Industry Nonprofit Organization Management
Experience
American Cancer Society March 2015 - Present
BNY Mellon February 2005 - March 2015
Objectivist Center February 2004 - December 2004
American Cancer Society June 2004 - August 2004
True Value January 2001 - January 2003
Alfred State College August 2000 - May 2002
Skills
Banking, Team Building, Financial Services, Cash Management, Securities, Customer Service, Risk Management, Fundraising, Leadership, Credit, Program Management, Mutual Funds, Financial Analysis, Equities, Project Planning, Portfolio Management, Management, Investments, Asset Management, Event Planning, Social Media, Relationship Management, Marketing, Public Speaking, Strategic Planning, Public Relations, Social Networking, Event Management, Microsoft Excel, Training, Nonprofits, Social Media Marketing, Project Management, Marketing Communications
Education
State University of New York at New Paltz 2002 — 2004
Bachelors of Science, Marketing
The State University of New York at Alfred 2000 — 2002
Associates of Applied Science, Entrepreneurship
American Cancer Society March 2015 - Present
BNY Mellon February 2005 - March 2015
Objectivist Center February 2004 - December 2004
American Cancer Society June 2004 - August 2004
True Value January 2001 - January 2003
Alfred State College August 2000 - May 2002
Skills
Banking, Team Building, Financial Services, Cash Management, Securities, Customer Service, Risk Management, Fundraising, Leadership, Credit, Program Management, Mutual Funds, Financial Analysis, Equities, Project Planning, Portfolio Management, Management, Investments, Asset Management, Event Planning, Social Media, Relationship Management, Marketing, Public Speaking, Strategic Planning, Public Relations, Social Networking, Event Management, Microsoft Excel, Training, Nonprofits, Social Media Marketing, Project Management, Marketing Communications
Education
State University of New York at New Paltz 2002 — 2004
Bachelors of Science, Marketing
The State University of New York at Alfred 2000 — 2002
Associates of Applied Science, Entrepreneurship
Lee Bertram's BNY Mellon Experience September 2012 - February 2014
Job Investment Operations Specialist at Eaton Vance Managers
Industry Financial Services
Experience
Eaton Vance February 2014 - Present
BNY Mellon September 2012 - February 2014
State Street Bank June 2011 - November 2012
Skills
Bloomberg, Fixed Income, Cash Receipts, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Bonds, FX Options, Foreign Exchange, Investments, Securities Lending, Back Office, FX trading, Portfolio Management, Financial Markets, Financial Services, Trading, Middle Office, Equities, Securities, Account Reconciliation
Education
Suffolk University 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelors of Science, Finance
Eaton Vance February 2014 - Present
BNY Mellon September 2012 - February 2014
State Street Bank June 2011 - November 2012
Skills
Bloomberg, Fixed Income, Cash Receipts, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Bonds, FX Options, Foreign Exchange, Investments, Securities Lending, Back Office, FX trading, Portfolio Management, Financial Markets, Financial Services, Trading, Middle Office, Equities, Securities, Account Reconciliation
Education
Suffolk University 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelors of Science, Finance
Rich DeProspo Rich DeProspo's BNY Mellon Experience 1980 - 1982
Job Managing Director and Manager Western Region at Stern Brothers, Investment Bankers
Industry Investment Banking
Experience
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Christopher Marco Christopher Marco's BNY Mellon Experience January 2015 - Present
Job Corporate Trust Analytics at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Wells Fargo July 2014 - January 2015
Wells Fargo August 2012 - July 2014
Ameriprise Financial Services, Inc. November 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, Microsoft Word, PowerPoint, Banking, Sales, Social Networking, Time Management, Public Speaking, Teamwork
Education
State University of New York College at Cortland 2008 — 2012
Bachelor of Science, Business Economics; Financial Management Concentration
BNY Mellon January 2015 - Present
Wells Fargo July 2014 - January 2015
Wells Fargo August 2012 - July 2014
Ameriprise Financial Services, Inc. November 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Leadership, Microsoft Word, PowerPoint, Banking, Sales, Social Networking, Time Management, Public Speaking, Teamwork
Education
State University of New York College at Cortland 2008 — 2012
Bachelor of Science, Business Economics; Financial Management Concentration
Maeve Lanning Maeve Lanning's BNY Mellon Experience August 2012 - Present
Job Investment Support Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2012 - Present
Woodcrest Golf Course April 2013 - Present
Frazer Computing July 2011 - May 2012
Gator's June 2010 - June 2011
Citizens Bank September 2009 - June 2011
Cortland College Foundation January 2011 - May 2011
Walgreens March 2007 - September 2009
Skills
Computer Applications, Financial Management, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Time Management, Outlook, Financial Analysis, Customer Satisfaction, Sales, Access, Leadership, Data Analysis, Marketing, Operations Management, Managerial Finance
Education
University of Massachusetts, Amherst 2013 — 2015
Master of Business Administration (MBA)
State University of New York College at Cortland 2008 — 2011
BS, Business Economics
BNY Mellon August 2012 - Present
Woodcrest Golf Course April 2013 - Present
Frazer Computing July 2011 - May 2012
Gator's June 2010 - June 2011
Citizens Bank September 2009 - June 2011
Cortland College Foundation January 2011 - May 2011
Walgreens March 2007 - September 2009
Skills
Computer Applications, Financial Management, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Time Management, Outlook, Financial Analysis, Customer Satisfaction, Sales, Access, Leadership, Data Analysis, Marketing, Operations Management, Managerial Finance
Education
University of Massachusetts, Amherst 2013 — 2015
Master of Business Administration (MBA)
State University of New York College at Cortland 2008 — 2011
BS, Business Economics
Robert Franzese Robert Franzese's BNY Mellon Experience January 2015 - Present
Job Project Manager at Bank of NY Mellon
Industry
Experience
BNY Mellon January 2015 - Present
Guardian Life- Soundwealth Financial Group May 2014 - September 2014
Cortland Distribution Company January 2014 - May 2014
Meadowbrook Golf and Country Club May 2011 - August 2013
Skills
Customer Service, Microsoft Office, Public Speaking
Education
State University of New York College at Cortland 2011 — 2014
BNY Mellon January 2015 - Present
Guardian Life- Soundwealth Financial Group May 2014 - September 2014
Cortland Distribution Company January 2014 - May 2014
Meadowbrook Golf and Country Club May 2011 - August 2013
Skills
Customer Service, Microsoft Office, Public Speaking
Education
State University of New York College at Cortland 2011 — 2014
Jeremy Ware Jeremy Ware's BNY Mellon Experience February 2012 - 2014
Job Transportation Specialist at Catholic Charities USA
Industry Financial Services
Experience
Catholic Charities USA October 2014 - Present
BNY Mellon February 2012 - 2014
Navigant Consulting INC 2008 - 2011
On Point for college June 2003 - December 2010
IKON Office Solutions January 2000 - 2002
Sbarro 1998 - 2000
Skills
Community Outreach, Fundraising, Event Management, Grant Writing, Financial Analysis, Legal Documents, Legal Compliance, Legal Research, Data Analysis, Databases, Database Design, Database Administration, Access Database, Managing Database, International Trade, Bonds, Bond Markets, Training, Public Speaking, Leadership, Social Networking, Public Relations, Volunteer Management, Spreadsheets, Market Research, Manage Client...
Education
SUNY Fredonia 2003 — 2008
Bachelor's degree, Communication and Media Studies
Catholic Charities USA October 2014 - Present
BNY Mellon February 2012 - 2014
Navigant Consulting INC 2008 - 2011
On Point for college June 2003 - December 2010
IKON Office Solutions January 2000 - 2002
Sbarro 1998 - 2000
Skills
Community Outreach, Fundraising, Event Management, Grant Writing, Financial Analysis, Legal Documents, Legal Compliance, Legal Research, Data Analysis, Databases, Database Design, Database Administration, Access Database, Managing Database, International Trade, Bonds, Bond Markets, Training, Public Speaking, Leadership, Social Networking, Public Relations, Volunteer Management, Spreadsheets, Market Research, Manage Client...
Education
SUNY Fredonia 2003 — 2008
Bachelor's degree, Communication and Media Studies
Tom Sauer Tom Sauer's BNY Mellon Experience August 2010 - July 2011
Job Equity Analyst at Howe & Rusling, Inc.
Industry Financial Services
Experience
Howe & Rusling, Inc. September 2014 - Present
Howe & Rusling, Inc. July 2011 - September 2014
BNY Mellon August 2010 - July 2011
Wells Fargo Financial May 2009 - December 2009
Skills
Portfolio Management, Bloomberg, Investments, Finance, Asset Allocation, Equities, Leadership, Structured Products, Financial Advisory, ETFs, Trading, Investment Management, Bloomberg Terminal, Financial Analysis, Valuation, Equity Research, Risk Management, Accounting
Education
2016 Level I Candidate in the CFA Program
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master's degree, Finance
State University of New York College at Fredonia
B.A., Economics
Howe & Rusling, Inc. September 2014 - Present
Howe & Rusling, Inc. July 2011 - September 2014
BNY Mellon August 2010 - July 2011
Wells Fargo Financial May 2009 - December 2009
Skills
Portfolio Management, Bloomberg, Investments, Finance, Asset Allocation, Equities, Leadership, Structured Products, Financial Advisory, ETFs, Trading, Investment Management, Bloomberg Terminal, Financial Analysis, Valuation, Equity Research, Risk Management, Accounting
Education
2016 Level I Candidate in the CFA Program
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master's degree, Finance
State University of New York College at Fredonia
B.A., Economics
Fred Knecht Fred Knecht's BNY Mellon Experience April 2014 - Present
Job Executive Vice President & Deputy General Counsel at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Covington & Burling LLP October 2009 - April 2014
Merrill Lynch September 2006 - June 2009
Goldman, Sachs & Co. August 1990 - September 2006
Sullivan & Cromwell December 1987 - August 1990
Skills
Private Equity, Securities Regulation, Securities, Capital Markets, Investment Banking, Corporate Governance, IPO, Corporate Law, Corporate Finance, Compliance, Mergers & Acquisitions, International Law, Cross-border..., Private Placements, Due Diligence, Venture Capital, SEC, Joint Ventures, M&A experience, FINRA, Restructuring
Education
Stanford University Law School 1984 — 1987
J.D.
Tufts University - The Fletcher School of Law and Diplomacy 1981 — 1983
International Relations
Tufts University 1977 — 1981
B.A., Political Science, History
BNY Mellon April 2014 - Present
Covington & Burling LLP October 2009 - April 2014
Merrill Lynch September 2006 - June 2009
Goldman, Sachs & Co. August 1990 - September 2006
Sullivan & Cromwell December 1987 - August 1990
Skills
Private Equity, Securities Regulation, Securities, Capital Markets, Investment Banking, Corporate Governance, IPO, Corporate Law, Corporate Finance, Compliance, Mergers & Acquisitions, International Law, Cross-border..., Private Placements, Due Diligence, Venture Capital, SEC, Joint Ventures, M&A experience, FINRA, Restructuring
Education
Stanford University Law School 1984 — 1987
J.D.
Tufts University - The Fletcher School of Law and Diplomacy 1981 — 1983
International Relations
Tufts University 1977 — 1981
B.A., Political Science, History
Thomas M Costanzo, CAIA Thomas M Costanzo, CAIA's BNY Mellon Experience June 2007 - July 2010
Job Vice President at Citi
Industry Investment Management
Experience
Citi December 2013 - Present
Credit Suisse July 2010 - December 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2004 - June 2007
BNY Mellon January 2004 - June 2004
Merrill Lynch July 2003 - January 2004
Skills
Private Equity, Co-Investments, Company Valuation, Valuation Modeling, Equity Valuation, Financial Statement..., Investment Research, Hedge Funds, Multi Tasking, Time Management, Microsoft Office, Fund Of Funds, Portfolio Management, Investments, Valuation, Asset Management, Alternative Investments, Mutual Funds
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
B.S., Finance, Cum Laude
Archbishop Molloy 1996 — 2000
Highschool, General
Citi December 2013 - Present
Credit Suisse July 2010 - December 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2004 - June 2007
BNY Mellon January 2004 - June 2004
Merrill Lynch July 2003 - January 2004
Skills
Private Equity, Co-Investments, Company Valuation, Valuation Modeling, Equity Valuation, Financial Statement..., Investment Research, Hedge Funds, Multi Tasking, Time Management, Microsoft Office, Fund Of Funds, Portfolio Management, Investments, Valuation, Asset Management, Alternative Investments, Mutual Funds
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
B.S., Finance, Cum Laude
Archbishop Molloy 1996 — 2000
Highschool, General
Sean Foody, MBA Sean Foody, MBA's BNY Mellon Experience August 2005 - January 2006
Job Vice President Consumer Lending at LGFCU, President of the LGFCU Trustee CUSO | Local Government Federal Credit Union
Industry Banking
Experience
LGFCU Local Government Federal Credit Union April 2014 - Present
Hudson Heritage Federal Credit Union June 2013 - March 2014
Hudson Heritage Federal Credit Union February 2013 - June 2013
Law Offices of Conan and Herman August 2012 - February 2013
1st United Bank formerly Old Harbor Bank April 2011 - November 2011
Empower Federal Credit Union September 2009 - December 2009
Empower Federal Credit Union January 2006 - September 2009
BNY Mellon August 2005 - January 2006
Beacon Federal October 2001 - January 2004
Beacon Federal January 1999 - January 2004
Skills
Underwriting, Financial Analysis, Financial Modeling, Credit, Spreadsheets, Customer Satisfaction, Microsoft Office, Lotus Notes, Windows, Executive Management, Loans, Risk Management, Budgeting, Strategic Planning, Analysis, Accounting, Access, Mortgage Lending, Commercial Lending, Consumer Lending, Real Estate Lending, C&I Lending, Operations Management, Retail Banking, Compliance, Break-even Analysis, Game Theory, Project Management, Process Improvement, Credit Analysis, Portfolio Management, Internal Audit, Forecasting, Budgets, Finance, Leadership, Strategy, Training, Banking, Management, Team Building, Investments, Customer Service
Education
State University of New York College at Oswego 2004 — 2008
MBA, Finance, Business, 3.6
State University of New York College at Cortland 1985 — 1990
BA, History and Secondary Education
Corcoran
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Petersburg College
LGFCU Local Government Federal Credit Union April 2014 - Present
Hudson Heritage Federal Credit Union June 2013 - March 2014
Hudson Heritage Federal Credit Union February 2013 - June 2013
Law Offices of Conan and Herman August 2012 - February 2013
1st United Bank formerly Old Harbor Bank April 2011 - November 2011
Empower Federal Credit Union September 2009 - December 2009
Empower Federal Credit Union January 2006 - September 2009
BNY Mellon August 2005 - January 2006
Beacon Federal October 2001 - January 2004
Beacon Federal January 1999 - January 2004
Skills
Underwriting, Financial Analysis, Financial Modeling, Credit, Spreadsheets, Customer Satisfaction, Microsoft Office, Lotus Notes, Windows, Executive Management, Loans, Risk Management, Budgeting, Strategic Planning, Analysis, Accounting, Access, Mortgage Lending, Commercial Lending, Consumer Lending, Real Estate Lending, C&I Lending, Operations Management, Retail Banking, Compliance, Break-even Analysis, Game Theory, Project Management, Process Improvement, Credit Analysis, Portfolio Management, Internal Audit, Forecasting, Budgets, Finance, Leadership, Strategy, Training, Banking, Management, Team Building, Investments, Customer Service
Education
State University of New York College at Oswego 2004 — 2008
MBA, Finance, Business, 3.6
State University of New York College at Cortland 1985 — 1990
BA, History and Secondary Education
Corcoran
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Petersburg College
Carrie Hoertz Carrie Hoertz's BNY Mellon Experience August 2011 - Present
Job Senior Account Clerk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
M&T Bank September 2010 - August 2011
AXA Equitable December 2009 - February 2011
MacGregor's Bar and Grill January 2007 - August 2009
Aunt Cookie's Sub Shop February 2008 - August 2008
Education
State University of New York College at Geneseo 2008 — 2010
State University of New York College at Geneseo 2006 — 2010
Bac, Business Administration;
BNY Mellon August 2011 - Present
M&T Bank September 2010 - August 2011
AXA Equitable December 2009 - February 2011
MacGregor's Bar and Grill January 2007 - August 2009
Aunt Cookie's Sub Shop February 2008 - August 2008
Education
State University of New York College at Geneseo 2008 — 2010
State University of New York College at Geneseo 2006 — 2010
Bac, Business Administration;
Priscilla Ricaurte Priscilla Ricaurte's BNY Mellon Experience May 2004 - March 2005
Job Human Resources & Recruitment at Health Care Navigator, LLC
Industry Human Resources
Experience
Health Care Navigator, LLC March 2011 - Present
Bank of America May 2007 - January 2011
Citi March 2005 - May 2007
BNY Mellon May 2004 - March 2005
Skills
Recruiting, Human Resources, Microsoft Office, Customer Service, Training, Microsoft Excel, Employee Relations, Performance Management, Employee Benefits, PowerPoint, Outlook, Healthcare, Time Management, New Hire Orientations, Microsoft Word, Hiring, Interviews, Management, PeopleSoft, Finance, Payroll, Talent Acquisition, Benefits Administration, Leadership Development, Leadership, Concur Expense, Microsoft Outlook, Kronos, Onboarding, New Hire Paperwork
Education
State University of New York at New Paltz 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Health Care Navigator, LLC March 2011 - Present
Bank of America May 2007 - January 2011
Citi March 2005 - May 2007
BNY Mellon May 2004 - March 2005
Skills
Recruiting, Human Resources, Microsoft Office, Customer Service, Training, Microsoft Excel, Employee Relations, Performance Management, Employee Benefits, PowerPoint, Outlook, Healthcare, Time Management, New Hire Orientations, Microsoft Word, Hiring, Interviews, Management, PeopleSoft, Finance, Payroll, Talent Acquisition, Benefits Administration, Leadership Development, Leadership, Concur Expense, Microsoft Outlook, Kronos, Onboarding, New Hire Paperwork
Education
State University of New York at New Paltz 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Alexander Boatman Alexander Boatman's BNY Mellon Experience September 2006 - Present
Job Investment Support Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2006 - Present
Arc of Onondaga March 2010 - January 2011
Skills
Client Services, Relationship Development, Financial Reporting, Management, Data Analysis, Global Custody, Banking, Marketing, Risk Management, Team Leadership
Education
State University of New York College at Fredonia 2002 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
BNY Mellon September 2006 - Present
Arc of Onondaga March 2010 - January 2011
Skills
Client Services, Relationship Development, Financial Reporting, Management, Data Analysis, Global Custody, Banking, Marketing, Risk Management, Team Leadership
Education
State University of New York College at Fredonia 2002 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Andrew Lui Andrew Lui's BNY Mellon Experience March 2012 - September 2014
Job Sr. Associate | Investment Operations at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC September 2014 - Present
BNY Mellon March 2012 - September 2014
MetLife 2010 - 2011
MetLife May 2009 - August 2010
Citi Smith Barney September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Interactive Data, Bloomberg, Reuters, Fixed Income, Securities, Wealth Management, Portfolio Management, Access
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor of Science, Financial Analysis and Minor in Marketing
NYC Lab school for Collaborative Studies 2001 — 2005
High School
Quantitative Management Associates LLC September 2014 - Present
BNY Mellon March 2012 - September 2014
MetLife 2010 - 2011
MetLife May 2009 - August 2010
Citi Smith Barney September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Interactive Data, Bloomberg, Reuters, Fixed Income, Securities, Wealth Management, Portfolio Management, Access
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor of Science, Financial Analysis and Minor in Marketing
NYC Lab school for Collaborative Studies 2001 — 2005
High School
Dan Zaveckas Dan Zaveckas's BNY Mellon Experience 2009 - 2011
Job Vice President Branch Manager at Astoria Bank
Industry Banking
Experience
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Peter Hudnut's BNY Mellon Experience June 2010 - August 2010
Job Project Manager & Acquisitions Analyst at The Ratkovich Company
Industry Investment Management
Experience
The Ratkovich Company April 2014 - Present
Goldman Sachs June 2012 - April 2014
The Ratkovich Company August 2010 - September 2010
BNY Mellon June 2010 - August 2010
HEALTH GEN ORGANICS November 2008 - January 2010
UNITED STATES OLYMPIC WATER POLO January 2001 - May 2009
CIM Group, INC December 2006 - October 2007
Skills
Investments, Mergers & Acquisitions, Portfolio Management, Business Planning, Product Development, Sales, Investment Properties, Management, Finance, Commercial Real Estate, Valuation, Sports Management, Strategy, Financial Analysis, Business Strategy, Analytics, Fundraising, Strategic Planning, Data Analysis, Public Speaking, Social Media, Financial Modeling, Entrepreneurship
Education
GRADUATE SCHOOL OF BUSINESS, STANFORD UNIVERSITY 2009 — 2011
Master, Business Administration
Stanford University 1999 — 2003
BA, MBA
Stanford University 1999 — 2003
B.A, American Studies
The Ratkovich Company April 2014 - Present
Goldman Sachs June 2012 - April 2014
The Ratkovich Company August 2010 - September 2010
BNY Mellon June 2010 - August 2010
HEALTH GEN ORGANICS November 2008 - January 2010
UNITED STATES OLYMPIC WATER POLO January 2001 - May 2009
CIM Group, INC December 2006 - October 2007
Skills
Investments, Mergers & Acquisitions, Portfolio Management, Business Planning, Product Development, Sales, Investment Properties, Management, Finance, Commercial Real Estate, Valuation, Sports Management, Strategy, Financial Analysis, Business Strategy, Analytics, Fundraising, Strategic Planning, Data Analysis, Public Speaking, Social Media, Financial Modeling, Entrepreneurship
Education
GRADUATE SCHOOL OF BUSINESS, STANFORD UNIVERSITY 2009 — 2011
Master, Business Administration
Stanford University 1999 — 2003
BA, MBA
Stanford University 1999 — 2003
B.A, American Studies
Paul B. Finn's BNY Mellon Experience 1999 - 2011
Job Executive Vice President & Head of Wealth Management at Clarien Bank Limited
Industry Financial Services
Experience
Clarien Bank Limited February 2014 - Present
PBF Associates January 2012 - February 2014
BNY Mellon 1999 - 2011
Coutts & Co 1995 - 1999
CS First Boston 1994 - 1995
JP Morgan 1975 - 1994
Skills
Executive Management, Strategic Leadership, Wealth Management, Investment Advisory, Estate Planning, New Business Development, Global Business..., Business Strategy, International Management, Corporate Finance, Mentoring Of Staff, High Net Worth..., Hedge Funds, Wealth, Private Equity, Mergers & Acquisitions, Equities, Series 7, Alternative Investments, Private Banking, Investment Banking, Strategy, Relationship Management, Portfolio Management, Wealth Management..., Fixed Income, Asset Management
Education
Eaglebrook School
Stanford University
BA, Economics
Phillips Academy
Clarien Bank Limited February 2014 - Present
PBF Associates January 2012 - February 2014
BNY Mellon 1999 - 2011
Coutts & Co 1995 - 1999
CS First Boston 1994 - 1995
JP Morgan 1975 - 1994
Skills
Executive Management, Strategic Leadership, Wealth Management, Investment Advisory, Estate Planning, New Business Development, Global Business..., Business Strategy, International Management, Corporate Finance, Mentoring Of Staff, High Net Worth..., Hedge Funds, Wealth, Private Equity, Mergers & Acquisitions, Equities, Series 7, Alternative Investments, Private Banking, Investment Banking, Strategy, Relationship Management, Portfolio Management, Wealth Management..., Fixed Income, Asset Management
Education
Eaglebrook School
Stanford University
BA, Economics
Phillips Academy
Lucille Mayer's BNY Mellon Experience May 2013 - Present
Job Chief Information Officer / Managing Director
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Pershing January 1990 - April 2013
Smith Barney January 1987 - December 1989
Manufacturers Hanover Trust May 1984 - December 1986
Education
State University of New York at New Paltz 1981 — 1984
BA, Computer Science
State University of New York College at Buffalo 1980 — 1981
Engineering
BNY Mellon May 2013 - Present
Pershing January 1990 - April 2013
Smith Barney January 1987 - December 1989
Manufacturers Hanover Trust May 1984 - December 1986
Education
State University of New York at New Paltz 1981 — 1984
BA, Computer Science
State University of New York College at Buffalo 1980 — 1981
Engineering
Michael Brevetti, CFA's BNY Mellon Experience June 2011 - December 2013
Job Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi January 2014 - August 2015
BNY Mellon June 2011 - December 2013
The Bank of New York Mellon September 2007 - June 2011
The Bank of New York June 2006 - September 2007
Skills
Fixed Income, Treasury, Bloomberg, Corporate Finance, ALM, Structured Products, Financial Modeling, SEC filings, Hedging, Treasury Management, Capital Markets, Derivatives, Finance, Interest Rate Risk..., Financial Risk, Hedge Funds, Risk Management, SEC Filings
Education
Columbia University in the City of New York 2012 — 2015
MA, Mathematics of Finance
Columbia University in the City of New York 2011 — 2012
Quantitative Studies for Finance Certificate Program
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Accounting, magna cum laude
Citi August 2015 - Present
Citi January 2014 - August 2015
BNY Mellon June 2011 - December 2013
The Bank of New York Mellon September 2007 - June 2011
The Bank of New York June 2006 - September 2007
Skills
Fixed Income, Treasury, Bloomberg, Corporate Finance, ALM, Structured Products, Financial Modeling, SEC filings, Hedging, Treasury Management, Capital Markets, Derivatives, Finance, Interest Rate Risk..., Financial Risk, Hedge Funds, Risk Management, SEC Filings
Education
Columbia University in the City of New York 2012 — 2015
MA, Mathematics of Finance
Columbia University in the City of New York 2011 — 2012
Quantitative Studies for Finance Certificate Program
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Accounting, magna cum laude
Donna Lyon's BNY Mellon Experience 2006 - 2008
Job Consumer Services
Industry Legal Services
Experience
NextGenJustice April 2014 - Present
Hartstrings July 2012 - February 2014
Christopher & Banks November 2008 - July 2012
BNY Mellon 2006 - 2008
BNY Mellon 2006 - 2008
Dick's Sporting Goods 1998 - 2003
Foot Locker 1978 - 1993
Skills
Store Operations, Driving Results, Visual Merchandising, Shrinkage, Merchandising, Retail Sales, Multi-unit, Planograms, Retail, Inventory Control, Profit, Inventory Management, CPFR, Big Box, New Store Openings, Merchandise Planning, Trend Analysis, Store Management, Customer Service, Team Building, Sales, Loss Prevention, Sales Management
Education
State University of New York College at Buffalo
Bachelor of Applied Science (B.A.Sc.), Consumer and Business Studies
NextGenJustice April 2014 - Present
Hartstrings July 2012 - February 2014
Christopher & Banks November 2008 - July 2012
BNY Mellon 2006 - 2008
BNY Mellon 2006 - 2008
Dick's Sporting Goods 1998 - 2003
Foot Locker 1978 - 1993
Skills
Store Operations, Driving Results, Visual Merchandising, Shrinkage, Merchandising, Retail Sales, Multi-unit, Planograms, Retail, Inventory Control, Profit, Inventory Management, CPFR, Big Box, New Store Openings, Merchandise Planning, Trend Analysis, Store Management, Customer Service, Team Building, Sales, Loss Prevention, Sales Management
Education
State University of New York College at Buffalo
Bachelor of Applied Science (B.A.Sc.), Consumer and Business Studies
Jordan Harris's BNY Mellon Experience April 2011 - May 2013
Job Managing Director: Structured Product Sales
Industry Capital Markets
Experience
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
Izzy Dawood's BNY Mellon Experience March 2013 - Present
Job CFO Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
BNY Mellon June 2011 - March 2013
BNY Mellon July 2009 - June 2011
BNY Mellon November 2006 - June 2009
Wachovia May 1994 - September 2006
Skills
Mergers, Investor Relations, Decision Support, Management Accounting, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Investment Banking, Strategic Financial..., Corporate Finance, Private Equity, Finance, Investments, Banking, Management, Financial Services, Risk Management, Business Strategy, Analysis, Strategic Planning, Due Diligence, Securities, Strategy, Corporate Development, Managerial Finance, Financial Risk, Financial Planning, Hedge Funds, Mergers, Structured Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1990 — 1994
BS, Finance, Summa cum Laude
BNY Mellon March 2013 - Present
BNY Mellon June 2011 - March 2013
BNY Mellon July 2009 - June 2011
BNY Mellon November 2006 - June 2009
Wachovia May 1994 - September 2006
Skills
Mergers, Investor Relations, Decision Support, Management Accounting, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Investment Banking, Strategic Financial..., Corporate Finance, Private Equity, Finance, Investments, Banking, Management, Financial Services, Risk Management, Business Strategy, Analysis, Strategic Planning, Due Diligence, Securities, Strategy, Corporate Development, Managerial Finance, Financial Risk, Financial Planning, Hedge Funds, Mergers, Structured Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1990 — 1994
BS, Finance, Summa cum Laude
Steven Cavaluzzo's BNY Mellon Experience September 2009 - September 2011
Job SVP Managing Senior Credit Officer at TD Bank Group
Industry Banking
Experience
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Andrew Ameigh's BNY Mellon Experience January 2013 - Present
Job Client Services Representative at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2013 - Present
SUNY Oswego June 2010 - June 2011
MSA Media May 2008 - June 2010
PMD Promotion 2006 - 2009
Skills
Event Planning, Advertising, Marketing Communications, Facebook, Marketing, Microsoft Excel, Editing, Public Relations, Public Speaking, Hootsuite, Strategic Planning, Marketing Strategy, Operations Management, Customer Service, PowerPoint, International Banking..., Account Reconciliation, Financial Services
Education
State University of New York College at Oswego 2010 — 2012
MBA, Business, Management, Marketing, and Related Support Services
State University of New York College at Oneonta 2002 — 2006
B.A. Business, Music Industry
BNY Mellon January 2013 - Present
SUNY Oswego June 2010 - June 2011
MSA Media May 2008 - June 2010
PMD Promotion 2006 - 2009
Skills
Event Planning, Advertising, Marketing Communications, Facebook, Marketing, Microsoft Excel, Editing, Public Relations, Public Speaking, Hootsuite, Strategic Planning, Marketing Strategy, Operations Management, Customer Service, PowerPoint, International Banking..., Account Reconciliation, Financial Services
Education
State University of New York College at Oswego 2010 — 2012
MBA, Business, Management, Marketing, and Related Support Services
State University of New York College at Oneonta 2002 — 2006
B.A. Business, Music Industry
juan segarra's BNY Mellon Experience January 2009 - Present
Job Vice President (Tax) at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2009 - Present
Vastardis Capital Services June 2006 - December 2008
Ernst & Young January 1997 - June 2006
Skills
Financial Reporting, SEC filings, Auditing, Tax, Tax Accounting, Hedge Funds, US GAAP, International Tax, CPA, SEC Filings, Financial Accounting, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1997
Bachelors of Science, Accounting
BNY Mellon January 2009 - Present
Vastardis Capital Services June 2006 - December 2008
Ernst & Young January 1997 - June 2006
Skills
Financial Reporting, SEC filings, Auditing, Tax, Tax Accounting, Hedge Funds, US GAAP, International Tax, CPA, SEC Filings, Financial Accounting, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1997
Bachelors of Science, Accounting
Ray Jr Garafola's BNY Mellon Experience 2004 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2004 - 2008
Fitch Ratings 2001 - 2002
Financial Security Assurance, now known as Assured Guaranty. 1999 - 2001
Standard & Poor's 1997 - 1998
Standard & Poor's 1996 - 1996
Standard & Poor's 1995 - 1995
Skills
Structured Finance, ABS, Fixed Income, Investment Banking, CDO, Financial Markets, Structured Products, Credit, Corporate Trust, Portfolio Management, Loans, Investments, CMBS, Credit Analysis, Fixed Income Products, MBS, Commercial Real Estate, Asset Management, Risk Management, Capital Markets, Real Estate, Securitization
Education
Monsignor Farrell HS, Staten Island, NY
Saint John's University
Bachelor of Arts, English, Business Minor
St Clares
St. John's University, The Peter J. Tobin College of Business
Masters of Business Administration (75% of credits completed), Finance
University at Albany, SUNY
BNY Mellon 2004 - 2008
Fitch Ratings 2001 - 2002
Financial Security Assurance, now known as Assured Guaranty. 1999 - 2001
Standard & Poor's 1997 - 1998
Standard & Poor's 1996 - 1996
Standard & Poor's 1995 - 1995
Skills
Structured Finance, ABS, Fixed Income, Investment Banking, CDO, Financial Markets, Structured Products, Credit, Corporate Trust, Portfolio Management, Loans, Investments, CMBS, Credit Analysis, Fixed Income Products, MBS, Commercial Real Estate, Asset Management, Risk Management, Capital Markets, Real Estate, Securitization
Education
Monsignor Farrell HS, Staten Island, NY
Saint John's University
Bachelor of Arts, English, Business Minor
St Clares
St. John's University, The Peter J. Tobin College of Business
Masters of Business Administration (75% of credits completed), Finance
University at Albany, SUNY
David Centner's BNY Mellon Experience May 2014 - Present
Job Senior Marketing Specialist at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon May 2014 - Present
Shoplocal November 2013 - February 2014
Shoplocal July 2012 - November 2013
Old Republic Insured Credit Services April 2011 - April 2012
Old Republic Insured Credit Services June 2009 - April 2011
Old Republic Insured Credit Services January 2009 - June 2009
State University June 2006 - June 2008
Skills
Marketing, Finance, Digital Marketing, Online Advertising, Email Marketing, Integrated Marketing, Advertising, Digital Strategy, Salesforce.com, Social Media Marketing, Direct Marketing, Web Analytics, Analytics, Marketing Strategy, Analysis, Process Improvement
Education
State University of New York College at Fredonia 2006 — 2008
Bachelor of Science, Marketing
BNY Mellon May 2014 - Present
Shoplocal November 2013 - February 2014
Shoplocal July 2012 - November 2013
Old Republic Insured Credit Services April 2011 - April 2012
Old Republic Insured Credit Services June 2009 - April 2011
Old Republic Insured Credit Services January 2009 - June 2009
State University June 2006 - June 2008
Skills
Marketing, Finance, Digital Marketing, Online Advertising, Email Marketing, Integrated Marketing, Advertising, Digital Strategy, Salesforce.com, Social Media Marketing, Direct Marketing, Web Analytics, Analytics, Marketing Strategy, Analysis, Process Improvement
Education
State University of New York College at Fredonia 2006 — 2008
Bachelor of Science, Marketing
Vanessa Mack's BNY Mellon Experience May 2009 - Present
Job Team Leader, VP, Global Client Administration at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2009 - Present
The Bank of New York Mellon May 2000 - Present
Education
St. Joseph's College 2002 — 2005
MBA & MS, Business Administration & Management
BNY Mellon May 2009 - Present
The Bank of New York Mellon May 2000 - Present
Education
St. Joseph's College 2002 — 2005
MBA & MS, Business Administration & Management
Andrea McLaughlin's BNY Mellon Experience January 2015 - Present
Job Managing Director, Global Head of Account Management & Sales Support, S&RM
Industry Banking
Experience
BNY Mellon January 2015 - Present
BNY Mellon July 2011 - December 2014
BNY Mellon November 2010 - July 2011
The Bank of New York Mellon January 2008 - November 2010
The Bank of New York Mellon June 2006 - January 2008
Skills
Banking, Product Management, Sales, Cross-functional Team..., Management, Proposal Writing
Education
State University of New York - System 1974 — 1978
BA, French
BNY Mellon January 2015 - Present
BNY Mellon July 2011 - December 2014
BNY Mellon November 2010 - July 2011
The Bank of New York Mellon January 2008 - November 2010
The Bank of New York Mellon June 2006 - January 2008
Skills
Banking, Product Management, Sales, Cross-functional Team..., Management, Proposal Writing
Education
State University of New York - System 1974 — 1978
BA, French
John Profeta's BNY Mellon Experience June 2015 - Present
Job Director BNYM ETF Client Service Delivery.
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Bank of New York Mellon January 2007 - June 2015
Skills
Mutual Funds, Bloomberg, Equities, Asset Managment, ETFs, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Bonds, Structured Products, Global Custody, Settlement
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BA, Finance
BNY Mellon June 2015 - Present
Bank of New York Mellon January 2007 - June 2015
Skills
Mutual Funds, Bloomberg, Equities, Asset Managment, ETFs, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Bonds, Structured Products, Global Custody, Settlement
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BA, Finance
John Silano's BNY Mellon Experience Department HeadThe Bank of New York Mellon2008 - Present
Job Department Head at The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon Department HeadThe Bank of New York Mellon2008 - Present
Bank of New York Mellon 1981 - Present
Education
State University of New York College at Brockport 1977 — 1980
BS, Business
BNY Mellon Department HeadThe Bank of New York Mellon2008 - Present
Bank of New York Mellon 1981 - Present
Education
State University of New York College at Brockport 1977 — 1980
BS, Business
Robert Gaffney's BNY Mellon Experience November 2009 - August 2010
Job Director, Mutual Fund Accounting at Baron Capital
Industry Financial Services
Experience
Baron Capital August 2010 - Present
BNY Mellon November 2009 - August 2010
RiverSource Investments, LLC October 1994 - September 2009
Kidder, Peabody Asset Management January 1989 - October 1994
Dreyfus 1987 - 1989
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BS, Accounting
Baron Capital August 2010 - Present
BNY Mellon November 2009 - August 2010
RiverSource Investments, LLC October 1994 - September 2009
Kidder, Peabody Asset Management January 1989 - October 1994
Dreyfus 1987 - 1989
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BS, Accounting
fitzgerald brown's BNY Mellon Experience January 2012 - December 2012
Job Senior Learning Consultant at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon January 2014 - Present
BNY Mellon January 2012 - December 2012
Bank of New York Mellon June 2006 - December 2012
Bank of New York Mellon 2003 - 2006
Skills
Account Reconciliation, Financial Analysis, Fund Accounting, Cash Management, Banking, Risk Management, Accounting, Financial Reporting, Finance, Financial Modeling, Asset Management, Equities, Financial Services, Derivatives, Securities, Portfolio Management, Mutual Funds
Education
State University of New York at New Paltz 1981 — 1985
BS, Accounting/Business Administration
Bank of New York Mellon January 2014 - Present
BNY Mellon January 2012 - December 2012
Bank of New York Mellon June 2006 - December 2012
Bank of New York Mellon 2003 - 2006
Skills
Account Reconciliation, Financial Analysis, Fund Accounting, Cash Management, Banking, Risk Management, Accounting, Financial Reporting, Finance, Financial Modeling, Asset Management, Equities, Financial Services, Derivatives, Securities, Portfolio Management, Mutual Funds
Education
State University of New York at New Paltz 1981 — 1985
BS, Accounting/Business Administration
James S. Baker, CFA's BNY Mellon Experience 1984 - 1987
Job Director Investment Strategy & Solutions at AARP
Industry Investment Management
Experience
AARP September 2009 - Present
James Baker, LLC March 2002 - September 2009
Capital Guardian Trust Company 1991 - 2002
Capital Research Company 1987 - 1993
BNY Mellon 1984 - 1987
Wilshire Associates 1981 - 1984
Skills
Bonds, Investment Strategies, Business Analysis, Investments, Retirement Planning, Strategic Planning, Fixed Income, Investment Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Valuation, Strategic Financial..., Equities, Hedge Funds
Education
Stanford University
Masters of Science
University of Southern California - Marshall School of Business
M.B.A.
AARP September 2009 - Present
James Baker, LLC March 2002 - September 2009
Capital Guardian Trust Company 1991 - 2002
Capital Research Company 1987 - 1993
BNY Mellon 1984 - 1987
Wilshire Associates 1981 - 1984
Skills
Bonds, Investment Strategies, Business Analysis, Investments, Retirement Planning, Strategic Planning, Fixed Income, Investment Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Valuation, Strategic Financial..., Equities, Hedge Funds
Education
Stanford University
Masters of Science
University of Southern California - Marshall School of Business
M.B.A.
Jill M. Degen's BNY Mellon Experience 2002 - 2009
Job Vice President at Citi Community Development
Industry Financial Services
Experience
Citi 2009 - Present
BNY Mellon 2002 - 2009
The Bank of New York 2002 - 2008
Education
State University of New York College at Cortland
BA, Economics
Citi 2009 - Present
BNY Mellon 2002 - 2009
The Bank of New York 2002 - 2008
Education
State University of New York College at Cortland
BA, Economics
Larry Denbaum's BNY Mellon Experience November 1985 - Present
Job Systems Engineer at BNY Mellon
Industry Banking
Experience
BNY Mellon November 1985 - Present
BNYMellon 1985 - Present
The Bank of New York Mellon 1985 - Present
Bank of NY Mellon 1985 - Present
Skills
Software Project..., Agile Methodologies, TSO, Vendor Management, Data Center, Mainframe, Business Continuity, IT Strategy, SDLC, Disaster Recovery, IBM Mainframe, VSAM, COBOL, ITIL, CICS, Unix, z/OS, MVS, Business Analysis, SharePoint, IT Management, Risk Management, PMP, DB2, Enterprise Architecture, Virtualization, Project Management, Oracle, Solaris, Sybase, Requirements Analysis, Visio, JCL
Education
SUNY Brockport 1979 — 1983
BS, Computer Science and Mathematics
BNY Mellon November 1985 - Present
BNYMellon 1985 - Present
The Bank of New York Mellon 1985 - Present
Bank of NY Mellon 1985 - Present
Skills
Software Project..., Agile Methodologies, TSO, Vendor Management, Data Center, Mainframe, Business Continuity, IT Strategy, SDLC, Disaster Recovery, IBM Mainframe, VSAM, COBOL, ITIL, CICS, Unix, z/OS, MVS, Business Analysis, SharePoint, IT Management, Risk Management, PMP, DB2, Enterprise Architecture, Virtualization, Project Management, Oracle, Solaris, Sybase, Requirements Analysis, Visio, JCL
Education
SUNY Brockport 1979 — 1983
BS, Computer Science and Mathematics
Paulina Zagaja's BNY Mellon Experience January 2008 - December 2010
Job Senior Financial Analyst at Ralph Lauren
Industry Banking
Experience
Ralph Lauren March 2015 - Present
Ross Stores, Inc. February 2015 - February 2015
New York & Company January 2015 - February 2015
Anthony Como Associates May 2011 - August 2013
BNY Mellon January 2008 - December 2010
Skills
Microsoft Office, Cartesis, Hyperion Financial..., Microstrategy, Outstanding..., Oral & Written..., Highly detail oriented, Exceptional analytical..., Account Reconciliation, Finance, Financial Analysis, Accounting, Forecasting, Banking, Financial Accounting, Financial Modeling, Variance Analysis, Analysis, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2009
Bachelor's Degree, Accounting/Management
Ralph Lauren March 2015 - Present
Ross Stores, Inc. February 2015 - February 2015
New York & Company January 2015 - February 2015
Anthony Como Associates May 2011 - August 2013
BNY Mellon January 2008 - December 2010
Skills
Microsoft Office, Cartesis, Hyperion Financial..., Microstrategy, Outstanding..., Oral & Written..., Highly detail oriented, Exceptional analytical..., Account Reconciliation, Finance, Financial Analysis, Accounting, Forecasting, Banking, Financial Accounting, Financial Modeling, Variance Analysis, Analysis, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2009
Bachelor's Degree, Accounting/Management
Ed Faldzinski's BNY Mellon Experience District Manager/AuditorByrne DairySeptember 1991 - May 1997
Job Accounting and Reconcilement Mgr. at BNY Mellon
Industry Financial Services
Experience
BNY Mellon District Manager/AuditorByrne DairySeptember 1991 - May 1997
Education
State University of New York College at Brockport 1989 — 1991
B.S., Business Administration
State University of New York College of Agriculture and Technology at Morrisville 1987 — 1989
A.S., Business Administration
BNY Mellon District Manager/AuditorByrne DairySeptember 1991 - May 1997
Education
State University of New York College at Brockport 1989 — 1991
B.S., Business Administration
State University of New York College of Agriculture and Technology at Morrisville 1987 — 1989
A.S., Business Administration
Clara Heller's BNY Mellon Experience June 1998 - Present
Job Sr. Consultant at The Hartford
Industry Financial Services
Experience
The Hartford February 2015 - Present
BNY Mellon June 1998 - Present
BNY Mellon 1998 - 2011
BNY Mellon June 1998 - February 2007
Skills
Sourcing, Onboarding, Personnel Management, Recruiting, Talent Acquisition, Talent Management, Technical Recruiting, Hiring, Training, Management, Applicant Tracking..., Internet Recruiting, College Recruiting, New Hire Orientations, PeopleSoft
Education
State University of New York College at Buffalo
Business
The Hartford February 2015 - Present
BNY Mellon June 1998 - Present
BNY Mellon 1998 - 2011
BNY Mellon June 1998 - February 2007
Skills
Sourcing, Onboarding, Personnel Management, Recruiting, Talent Acquisition, Talent Management, Technical Recruiting, Hiring, Training, Management, Applicant Tracking..., Internet Recruiting, College Recruiting, New Hire Orientations, PeopleSoft
Education
State University of New York College at Buffalo
Business
Thomas Popp's BNY Mellon Experience February 2003 - February 2005
Job Managing Director Compliance Officer at Convergex Group
Industry Financial Services
Experience
Convergex Group February 2005 - Present
BNY Mellon February 2003 - February 2005
Merrill Lynch November 1994 - February 2003
Smith Barney Brokerage Firm April 1994 - November 1994
New York Mercantile Exchange December 1991 - April 1994
Internal Revenue Service June 1990 - December 1990
Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management
Education
State University of New York College at Fredonia 1987 — 1989
Finance, General
Convergex Group February 2005 - Present
BNY Mellon February 2003 - February 2005
Merrill Lynch November 1994 - February 2003
Smith Barney Brokerage Firm April 1994 - November 1994
New York Mercantile Exchange December 1991 - April 1994
Internal Revenue Service June 1990 - December 1990
Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management
Education
State University of New York College at Fredonia 1987 — 1989
Finance, General
Stan Ko's BNY Mellon Experience November 2013 - Present
Job Director, Digital Marketing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Deloitte Touche Tohmatsu March 2002 - November 2013
Morgan Stanley 2000 - 2002
Thomson Financial 1996 - 1999
Education
State University of New York at New Paltz
BNY Mellon November 2013 - Present
Deloitte Touche Tohmatsu March 2002 - November 2013
Morgan Stanley 2000 - 2002
Thomson Financial 1996 - 1999
Education
State University of New York at New Paltz
Phil Hyman, CFA's BNY Mellon Experience November 2010 - Present
Job Vice President Manager of Performance Analysis at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
Debbie Kavanah's BNY Mellon Experience March 1992 - June 1999
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2010 - Present
Freeport School District July 2007 - August 2010
BNY Mellon March 1992 - June 1999
Skills
Loans, Credit, Fixed Income, Mortgage Lending, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Equities, Investment Banking, Derivatives, Risk Management, Capital Markets, Small Business Lending, Loan Origination, Mortgage Banking, Credit Risk, Investments, Financial Services
Education
State University of New York College at Buffalo
JPMorgan Chase 2010 - Present
Freeport School District July 2007 - August 2010
BNY Mellon March 1992 - June 1999
Skills
Loans, Credit, Fixed Income, Mortgage Lending, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Equities, Investment Banking, Derivatives, Risk Management, Capital Markets, Small Business Lending, Loan Origination, Mortgage Banking, Credit Risk, Investments, Financial Services
Education
State University of New York College at Buffalo
Amanda Arndt's BNY Mellon Experience Global Custody Unit ManagerThe Bank of New York Mellon2010 - Present
Job Global Custody Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Global Custody Unit ManagerThe Bank of New York Mellon2010 - Present
Skills
Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Project Management, Risk Management, Business Analysis, Investments, Finance
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Business Administration (BBA)
BNY Mellon Global Custody Unit ManagerThe Bank of New York Mellon2010 - Present
Skills
Management, Customer Service, Microsoft Excel, Financial Analysis, Banking, Project Management, Risk Management, Business Analysis, Investments, Finance
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Business Administration (BBA)
Emily Klymkow's BNY Mellon Experience June 2008 - November 2011
Job Program Planner at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin November 2013 - Present
Lockheed Martin November 2011 - October 2013
BNY Mellon June 2008 - November 2011
Skills
Contract Management, Risk Management, RFP, Process Improvement, Contract Negotiation, Procurement, Cross-functional Team..., Management, Master Scheduling, Microsoft Excel, Six Sigma, Systems Engineering
Education
State University of New York College at Geneseo 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Liverpool High School 2000 — 2004
Lockheed Martin November 2013 - Present
Lockheed Martin November 2011 - October 2013
BNY Mellon June 2008 - November 2011
Skills
Contract Management, Risk Management, RFP, Process Improvement, Contract Negotiation, Procurement, Cross-functional Team..., Management, Master Scheduling, Microsoft Excel, Six Sigma, Systems Engineering
Education
State University of New York College at Geneseo 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Liverpool High School 2000 — 2004
Christina Sotiriou's BNY Mellon Experience June 2012 - May 2015
Job Lead Client Service Representative at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions, Inc. May 2015 - Present
BNY Mellon June 2012 - May 2015
BNY Mellon October 2006 - June 2012
JP Morgan July 2006 - October 2006
First Investors Corporation January 2006 - June 2006
Skills
Financial Analysis, Financial Modeling, Derivatives, Securities, Bloomberg, Valuation, Microsoft Excel, Analytics, Customer Service, Financial Reporting, Microsoft Office, Data Analysis, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
Master of Business Administration (MBA), Risk Management & Insurance
State University of New York at New Paltz 2002 — 2006
Bachelor of Science, Finance
Broadridge Financial Solutions, Inc. May 2015 - Present
BNY Mellon June 2012 - May 2015
BNY Mellon October 2006 - June 2012
JP Morgan July 2006 - October 2006
First Investors Corporation January 2006 - June 2006
Skills
Financial Analysis, Financial Modeling, Derivatives, Securities, Bloomberg, Valuation, Microsoft Excel, Analytics, Customer Service, Financial Reporting, Microsoft Office, Data Analysis, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
Master of Business Administration (MBA), Risk Management & Insurance
State University of New York at New Paltz 2002 — 2006
Bachelor of Science, Finance
William Mulry's BNY Mellon Experience February 2014 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
BNY Mellon December 2010 - February 2014
BNY Mellon February 2005 - November 2010
BNY Mellon March 2000 - February 2005
BNY Mellon January 1992 - March 2000
BNY Mellon April 1989 - January 1992
BNY Mellon December 1987 - April 1989
BNY Mellon December 1984 - December 1987
BNY Mellon May 1982 - December 1984
Skills
Financial Reporting, Accounting, Microsoft Excel, Hyperion HFM, Legal Entity Reporting, Microsoft Word, PeopleSoft Financial, Blackline, Account Reconciliation, Accounting Management, General Ledger, Corporate Finance, Finance, Financial Modeling, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Analysis, Banking, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1995
M.B.A., Finance
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
B.S., Accounting
Chaminade High School 1974 — 1978
BNY Mellon February 2014 - Present
BNY Mellon December 2010 - February 2014
BNY Mellon February 2005 - November 2010
BNY Mellon March 2000 - February 2005
BNY Mellon January 1992 - March 2000
BNY Mellon April 1989 - January 1992
BNY Mellon December 1987 - April 1989
BNY Mellon December 1984 - December 1987
BNY Mellon May 1982 - December 1984
Skills
Financial Reporting, Accounting, Microsoft Excel, Hyperion HFM, Legal Entity Reporting, Microsoft Word, PeopleSoft Financial, Blackline, Account Reconciliation, Accounting Management, General Ledger, Corporate Finance, Finance, Financial Modeling, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Analysis, Banking, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1995
M.B.A., Finance
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
B.S., Accounting
Chaminade High School 1974 — 1978
Ray Burger's BNY Mellon Experience 2002 - 2005
Job Client Service Manager at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase Client Service ManagerBNY Mellon2002 - 2005
BNY Mellon 2002 - 2005
Skills
Global Custody, Banking, Securities, Financial Services, Fixed Income, Equities, Relationship Management, Mutual Funds, Hedge Funds, Derivatives, Bloomberg
Education
State University of New York at New Paltz 1983 — 1985
State University of New York at New Paltz 1983 — 1985
BS
JP Morgan Chase Client Service ManagerBNY Mellon2002 - 2005
BNY Mellon 2002 - 2005
Skills
Global Custody, Banking, Securities, Financial Services, Fixed Income, Equities, Relationship Management, Mutual Funds, Hedge Funds, Derivatives, Bloomberg
Education
State University of New York at New Paltz 1983 — 1985
State University of New York at New Paltz 1983 — 1985
BS
Nicholas Carbonara's BNY Mellon Experience January 2006 - July 2010
Job Assistant Vice President, Business Analyst Director at IFS, State Street
Industry Financial Services
Experience
International Fund Services Ltd, A State Street Company October 2010 - Present
BNY Mellon January 2006 - July 2010
Lazard Asset May 2005 - January 2006
Skills
Accounting, Asset Management, Equities, Financial Reporting, Hedge Funds, Investments, Financial Services, Account Reconciliation, Auditing, Internal Controls, Mutual Funds, FX Options, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Marketing
International Fund Services Ltd, A State Street Company October 2010 - Present
BNY Mellon January 2006 - July 2010
Lazard Asset May 2005 - January 2006
Skills
Accounting, Asset Management, Equities, Financial Reporting, Hedge Funds, Investments, Financial Services, Account Reconciliation, Auditing, Internal Controls, Mutual Funds, FX Options, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
B.S., Marketing
Robert Connell's BNY Mellon Experience August 2013 - Present
Job Compliance Officer at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon August 2013 - Present
Financial Service Professional-Risk Reporting May 2013 - August 2013
Barclays Capital June 2004 - May 2013
Barclays Capital June 2000 - June 2004
Salomon Brothers April 1980 - June 2000
Skills
Fixed Income, Middle Office, Equities, Derivatives, Capital Markets, Securities, Investment Banking, Options, Prime Brokerage, Trading, Equity Derivatives, Hedge Funds, Trading Systems, Financial Risk, Bloomberg, FX Options, Settlement, Structured Products, Back Office, Bonds, Swaps, Credit Risk, Financial Markets, Operational Risk, Treasury, Interest Rate..., Credit, Commodity, Emerging Markets, Business Analysis, AML, Structured Finance, Financial Services, Electronic Trading, Asset Management, Portfolio Management, Market Risk, Credit Derivatives, Series 7, Alternative Investments, Valuation, Market Data, Risk Management, FINRA, Foreign Exchange, Operational Risk..., Securities Lending, Corporate Actions, Mutual Funds, Collateral Management
Education
State University of New York College at Brockport
Bachelor of Science, Business Admin Labor Relations
BNY Mellon August 2013 - Present
Financial Service Professional-Risk Reporting May 2013 - August 2013
Barclays Capital June 2004 - May 2013
Barclays Capital June 2000 - June 2004
Salomon Brothers April 1980 - June 2000
Skills
Fixed Income, Middle Office, Equities, Derivatives, Capital Markets, Securities, Investment Banking, Options, Prime Brokerage, Trading, Equity Derivatives, Hedge Funds, Trading Systems, Financial Risk, Bloomberg, FX Options, Settlement, Structured Products, Back Office, Bonds, Swaps, Credit Risk, Financial Markets, Operational Risk, Treasury, Interest Rate..., Credit, Commodity, Emerging Markets, Business Analysis, AML, Structured Finance, Financial Services, Electronic Trading, Asset Management, Portfolio Management, Market Risk, Credit Derivatives, Series 7, Alternative Investments, Valuation, Market Data, Risk Management, FINRA, Foreign Exchange, Operational Risk..., Securities Lending, Corporate Actions, Mutual Funds, Collateral Management
Education
State University of New York College at Brockport
Bachelor of Science, Business Admin Labor Relations
Monica M. Jeffers's BNY Mellon Experience June 2000 - February 2011
Job Client Service Represeentative
Industry Financial Services
Experience
BNY Mellon June 2000 - February 2011
JP Morgan Chase (Chase Manhattan Bank) November 1998 - June 2000
JP Morgan Chase (Chase Manhattan Bank) August 1998 - November 1998
Education
State University of New York College at Old Westbury
Bachelor of Arts, English
BNY Mellon June 2000 - February 2011
JP Morgan Chase (Chase Manhattan Bank) November 1998 - June 2000
JP Morgan Chase (Chase Manhattan Bank) August 1998 - November 1998
Education
State University of New York College at Old Westbury
Bachelor of Arts, English
Matt Faranda's BNY Mellon Experience December 1997 - November 1999
Job at
Industry Consumer Goods
Experience
Colgate Palmolive July 2011 - Present
Colgate Palmolive August 2013 - February 2015
Colgate Palmolive September 2004 - July 2011
Aon Hewitt November 1999 - September 2004
BNY Mellon December 1997 - November 1999
Skills
Employee Benefits, Talent Management, Compensation, Salary, Pensions, HR Consulting, Deferred Compensation
Education
SUNY New Paltz 1994 — 1997
Bachelor of Science, Mathematics
Colgate Palmolive July 2011 - Present
Colgate Palmolive August 2013 - February 2015
Colgate Palmolive September 2004 - July 2011
Aon Hewitt November 1999 - September 2004
BNY Mellon December 1997 - November 1999
Skills
Employee Benefits, Talent Management, Compensation, Salary, Pensions, HR Consulting, Deferred Compensation
Education
SUNY New Paltz 1994 — 1997
Bachelor of Science, Mathematics
Dan Babbit's BNY Mellon Experience June 2006 - Present
Job Seeking Employment
Industry Financial Services
Experience
BNY Mellon June 2006 - Present
Shelby Partners August 2002 - November 2005
Skills
Research, Equities, Equity Research, Equity Trading
Education
SUNY New Paltz 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon June 2006 - Present
Shelby Partners August 2002 - November 2005
Skills
Research, Equities, Equity Research, Equity Trading
Education
SUNY New Paltz 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Cumiskey's BNY Mellon Experience November 2012 - October 2014
Job Business Analyst /Project Manager/System Analyst Financial Securities Industry
Industry Information Technology and Services
Experience
BNY Mellon November 2012 - October 2014
Bank of New York Mellon 1997 - 2012
Morgan Stanley Smith Barney October 1987 - October 1997
Skills
Business Analysis, Project Management, Systems Analysis, Software Development, Data Analysis, Requirements Analysis, MS Project, Process Improvement, IT Strategy, Analysis, Business Process, Business Process..., Requirements Gathering, Testing, Project Delivery, Software Documentation, SDLC, Business Development, Business Intelligence, Financial Analysis, Cross-functional Team..., DB2, Financial Services, IT Management, Microsoft Project, Program Management, SQL
Education
Saint John's University - Peter J. Tobin College of Business 1977 — 1981
Bachelor of Science (BS), Accounting
BNY Mellon November 2012 - October 2014
Bank of New York Mellon 1997 - 2012
Morgan Stanley Smith Barney October 1987 - October 1997
Skills
Business Analysis, Project Management, Systems Analysis, Software Development, Data Analysis, Requirements Analysis, MS Project, Process Improvement, IT Strategy, Analysis, Business Process, Business Process..., Requirements Gathering, Testing, Project Delivery, Software Documentation, SDLC, Business Development, Business Intelligence, Financial Analysis, Cross-functional Team..., DB2, Financial Services, IT Management, Microsoft Project, Program Management, SQL
Education
Saint John's University - Peter J. Tobin College of Business 1977 — 1981
Bachelor of Science (BS), Accounting
Lucy Perez-Williams's BNY Mellon Experience 2003 - Present
Job Financial Reporting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2003 - Present
Skills
Expense Budget..., Cash Management, Financial Services, Fund Administration, Equities, Fixed Income, Money Market Funds, Emerging Markets, Foreign Currency, Fund Of Funds, ETF's, Hedge Fu, Fund Accou, Derivatives, Financial Reporting, ETFs
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor's degree, Accounting
BNY Mellon 2003 - Present
Skills
Expense Budget..., Cash Management, Financial Services, Fund Administration, Equities, Fixed Income, Money Market Funds, Emerging Markets, Foreign Currency, Fund Of Funds, ETF's, Hedge Fu, Fund Accou, Derivatives, Financial Reporting, ETFs
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor's degree, Accounting
Whitney Rush's BNY Mellon Experience May 2007 - August 2007
Job Corporate Access at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2013 - Present
U.S. Bank 2008 - 2013
BNY Mellon May 2007 - August 2007
Education
Saint Lawrence University
Bachelor of Arts (B.A.), English, Film Studies
University School of Milwaukee
Robert W. Baird & Co. 2013 - Present
U.S. Bank 2008 - 2013
BNY Mellon May 2007 - August 2007
Education
Saint Lawrence University
Bachelor of Arts (B.A.), English, Film Studies
University School of Milwaukee
Anne Katz's BNY Mellon Experience January 2013 - March 2013
Job Attorney
Industry Financial Services
Experience
Axiom January 2006 - Present
American Express July 2014 - May 2015
BNY Mellon January 2013 - March 2013
BNY Mellon January 2007 - June 2011
Kleinberg, Kaplan, Wolff & Cohen, P.C. 2001 - 2005
Parker, Duryee, Rosoff & Haft, P.C. (now Reed Smith, LLP) 1998 - 2001
Covington Industries, Inc. 1997 - 1998
Skills
AML, Litigation, Arbitration, Securities, Compliance, SAR, Employment Law, Copyright Law, Internal Investigations, Legal Research, Civil Litigation
Education
UC Davis School of Law 1994 — 1997
Doctor of Law (J.D.)
Stanford University 1990 — 1994
Bachelor of Arts (B.A.), Political Science; Economics
Axiom January 2006 - Present
American Express July 2014 - May 2015
BNY Mellon January 2013 - March 2013
BNY Mellon January 2007 - June 2011
Kleinberg, Kaplan, Wolff & Cohen, P.C. 2001 - 2005
Parker, Duryee, Rosoff & Haft, P.C. (now Reed Smith, LLP) 1998 - 2001
Covington Industries, Inc. 1997 - 1998
Skills
AML, Litigation, Arbitration, Securities, Compliance, SAR, Employment Law, Copyright Law, Internal Investigations, Legal Research, Civil Litigation
Education
UC Davis School of Law 1994 — 1997
Doctor of Law (J.D.)
Stanford University 1990 — 1994
Bachelor of Arts (B.A.), Political Science; Economics
Ron Jamison's BNY Mellon Experience 2009 - 2011
Job Senior Compliance Manager at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science
Tara Vereeke's BNY Mellon Experience June 2014 - Present
Job Account Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Travelers January 2011 - June 2014
Verizon Wireless January 2009 - January 2011
Skills
Financial Services, Client Services, Asset Management, Customer Service, Insurance, Client Relations, Banking, Personal Lines Auto, Property & Casualty..., Customer Experience, Visual Communication, Time Management, Public Relations, Public Speaking, Securities, Sales, Project Management
Education
State University of New York College at Fredonia 2004 — 2008
Bachelor’s Degree, Communication and Media Studies
BNY Mellon June 2014 - Present
Travelers January 2011 - June 2014
Verizon Wireless January 2009 - January 2011
Skills
Financial Services, Client Services, Asset Management, Customer Service, Insurance, Client Relations, Banking, Personal Lines Auto, Property & Casualty..., Customer Experience, Visual Communication, Time Management, Public Relations, Public Speaking, Securities, Sales, Project Management
Education
State University of New York College at Fredonia 2004 — 2008
Bachelor’s Degree, Communication and Media Studies
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