BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
BNY Mellon October 2014 - Present
Skills
Mutual Funds, Securities, Equities, Derivatives, Global Custody, Investments, Banking, Fund Accounting, Risk Management, Mergers & Acquisitions, Financial Services, Investment Management, Corporate Actions, Back Office, Middle Office, Financial Markets, Financial Risk, Trading, Relationship Management, Strategic Leadership, Change Management
Education
Stonehill College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Stonehill College 1988 — 1992
B.S. Business Administration, Accounting & Management Information Systems
BNY Mellon September 2014 - Present
Tilton Fitness March 2013 - September 2014
Tilton Fitness May 2012 - March 2013
WithumSmith+Brown January 2010 - April 2010
Citi May 2008 - September 2008
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Team Building, Leadership, Event Planning, Training, Social Networking, Public Speaking, Coaching, Sales, Time Management
Education
Stockton University 2005 — 2009
Bachelor’s Degree, Finance
BNY Mellon January 2013 - August 2015
BNY Mellon August 2010 - January 2013
Year Up 2009 - 2010
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Financial Reporting, Analysis, Risk Management, Teamwork, Data Analysis, Outlook, Banking
Education
State University of New York Empire State College 2014 — 2017
Bachelor of Science (B.S.), Computer Science
Wells Fargo Bank May 1995 - Present
BNY Mellon February 1990 - May 1995
First Republic Bank Dallas, TX 1985 - 1990
Skills
Credit Analysis, Loans, Program Management, Commercial Banking, Risk Management, Commercial Lending, Portfolio Management, Treasury Management, Credit, Banking, Cross Selling, Financial Analysis, Payments, Financial Services
Education
Stephen F. Austin State University 1979 — 1983
BBA, Business
Allstate December 2013 - Present
State Farm Insurance December 2012 - September 2013
Citizens Bank February 2012 - November 2012
M&T Bank January 2006 - February 2012
HSBC March 2005 - January 2006
M&T Bank June 2001 - March 2005
BNY Mellon 2000 - 2001
Skills
Banking, Management, Loans, Business Development, Portfolio Management, Training, Sales, Insurance, Sales Management, Financial Services, Underwriting, Coaching, Mergers & Acquisitions, Operations Management, Cross Selling
Education
SUNY Polytechnic Institute 1999 — 2001
B.B.A., Finance
State University of New York College of Agriculture and Technology at Morrisville 1997 — 1999
A.S., Business
Whitesboro Central Schools 1994 — 1997
Mary Kay Idependent Consultant October 2012 - October 2013
BNY Mellon July 2012 - January 2013
P.S. 199 2009 - 2010
Sunnyside Center Elderly Care July 2009 - August 2009
I.S.91 July 2008 - August 2008
Skills
Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Data Entry, Research, Time Management, Teamwork, Outlook, OS X, Data Analysis, Access, Social Networking, Windows, Team Leadership, Troubleshooting, Team Building
Education
State University of New York Empire State College 2013 — 2015
Associate's degree, Business Administration, Management and Operations
Year Up 2012 — 2013
Quality Assurance
Sunnyside Community Services 2008 — 2010
BNY Mellon September 2014 - Present
BNY Mellon August 2012 - August 2014
BNY Mellon July 2010 - July 2012
BNY Mellon August 2009 - July 2010
Liz Page Associates August 2007 - June 2009
Skills
Non-profits, Event Planning, Internal Communications, Nonprofits, Philanthropy, Community Development, Grants, Event Management, Fundraising, Public Relations, Volunteer Management, Grant Writing, Social Media
Education
Stonehill College 2003 — 2007
Communication and Sociology
BNY Mellon April 2012 - Present
AutosDirect of Atlanta 2012 - 2013
A Duck's World Fountains, Inc. October 2003 - November 2011
Wells Fargo January 2007 - January 2009
Fifth Third Bank May 2002 - April 2004
First National Bank of Florida August 1999 - May 2002
Skills
Business Development, Finance, Marketing, Investments, Credit, Loans, Banking, Portfolio Management, Financial Services, Strategic Planning, Small Business, Mortgage Lending, New Business Development, Sales, Marketing Strategy
Education
University of Florida 1997 — 1999
Bachelor of Science (B.S.), Marketing
Stetson University 1995 — 1997
Associate's degree, Business Administration and Management, General
Barron Collier High School 1992 — 1995
E*TRADE Financial Corporation May 2014 - Present
David Lerner Associates, Inc. November 2009 - May 2014
Chase October 2006 - October 2009
BNY Mellon June 2004 - October 2006
Skills
Series 7, Series 66, Series 6, Series 63, Life & Health Licenses
Education
SUNY Plattsburgh 2001 — 2004
Business Administration B.S., Accounting Minor
Lock Haven University of Pennsylvania 2000 — 2001
Health Science B.S.
Walter Panas High School 1996 — 2000
Regents Diploma, Perfect Attendance
Sentinel Benefits & Financial Group December 2014 - Present
BNY Mellon November 2013 - December 2014
Morgan & Morgan, P.C January 2013 - April 2013
Everett Housing Authority June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Teamwork, Customer Service
Education
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration, Accounting
St. Johns Preparatory School 2005 — 2009
High School Diploma
BNY Mellon March 2015 - Present
The Bank of New York Mellon July 2008 - February 2015
Dick*s Sporting Goods March 2007 - July 2008
Express Men September 2002 - February 2007
Skills
Recruiting, Management, Sales, Investments, Merchandising, Securities, Investment Management, Mutual Funds, Customer Service, Sales Management, Settlement, Microsoft Excel, Accounting, Bonds, Derivatives, Store Management, Strategic Planning, Microsoft Office, PowerPoint, Team Building
Education
State University of New York College at Oswego 2005 — 2007
B.A, Broadcast-Mass Communications
AXA August 2005 - Present
BNY Mellon December 2003 - July 2005
National Grid November 1998 - December 2003
Keane, Inc. October 1994 - November 1998
Carrier Corporation August 1984 - September 1994
Skills
Endeavor, SPUFI, TSO, SDLC, VSAM, PVCS, CICS, JCL, User Acceptance Testing, Mainframe, COBOL, Quality Center, Production Support, Waterfall, Toad, Requirements Gathering, Business Requirements, DB2, IBM Mainframe, SQR, Quality Assurance, Business Analysis
Education
State University of New York at Oswego 1980 — 1984
Bachelor of Arts, Computer Science
Google February 2013 - Present
Channel Intelligence September 2012 - February 2013
BNY Mellon June 2006 - September 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Mutual Funds, Financial Analysis, Internal Controls, Problem Solving, GAAP, Financial Reporting, Account Reconciliation, Financial Accounting, Accounts Payable, CPA, Sarbanes-Oxley Act, Auditing, General Ledger, Financial Statements, Accounts Receivable, Forecasting, QuickBooks, Financial Modeling, Cash Management
Education
Stetson University
Master's degree, Accounting
University of Central Florida
Bachelor's degree, Accounting
Darmody, Merlino & CO LLP January 2013 - Present
BNY Mellon June 2012 - December 2012
Stonehill College August 2009 - May 2012
South Shore Habitat for Humanity September 2008 - May 2012
Dr. Rob's Landscaping May 2005 - May 2012
Bigelow Tea May 2011 - January 2012
Department of the Interior January 2011 - May 2011
Bilco Company April 2008 - July 2008
Skills
Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Budgets, Management, Financial Analysis, Financial Accounting, Non-profits, Marketing, Auditing, Outlook, Microsoft Word, Bloomberg Terminal, Internal Controls, Fundraising, Financial Modeling, Tax, Accounts Payable, Account Reconciliation, Accounts Receivable, General Ledger, Access, Finance, Nonprofits, Public Speaking, Social Media, Research, Customer Service
Education
Stonehill College 2008 — 2012
Bachelor of Science (BS), Accounting
Accountemps May 2015 - Present
CPS Recruitment Inc. June 2013 - May 2015
NRG February 2013 - May 2013
BNY Mellon November 2010 - December 2012
Americare Inc. January 2010 - November 2010
Americare Inc. May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Human Resources, Market Research, Demand Response, Energy Industry, Workers Compensation, FMLA, Recruiting, Wire Transfers, Bonds, Banking, Staff Retention, Talent Management, Insurance, New Business Development, CRM, Time Management, Interviews, Employee Relations, Project Management, Deferred Compensation, Training, Energy, Policy, Risk Management, Team Building, Performance Management, Leadership, Management, Applicant Tracking..., Employee Benefits, Talent Acquisition, College Recruiting, PeopleSoft, Temporary Placement, Resume Writing, Technical Recruiting, Onboarding, New Hire Orientations, Temporary Staffing, Internet Recruiting, HRIS, Benefits Administration, Staffing Services, Hiring, Employee Training, Sourcing, Job Fairs
Education
State University of New York at Oswego
Bachelor's Degree, Business Administration
Palo Verde High School
High School
Bank of America March 2011 - February 2014
BNY Mellon 2004 - March 2010
The Bank of New York 1999 - 2004
The Bank of New York 1994 - 1999
The Bank of New York 1987 - 1994
C & L Data Systems 1986 - 1987
Skills
Business Analysis, Program Management, Testing, SDLC, COBOL, Unix, Analysis, Mainframe, Vendor Management, Banking, Risk Management, Visio, Project Management, CICS, Integration, Software Documentation, Leadership, Disaster Recovery, CRM, Scrum, Requirements Analysis, Management, Business Requirements
Education
State University of New York College at Plattsburgh 1979 — 1984
B.S., Computer Science - Business
BNY Mellon February 2015 - Present
Adecco Group May 2014 - February 2015
Frontier Communications September 2013 - May 2014
Pershing, a BNY Mellon company June 2013 - August 2013
McDonald's Corporation August 2010 - June 2013
McDonald's Corporation April 2010 - August 2010
Skills
Management, Accounting, Financial Accounting, Strategy, Business Analysis, Financial Modeling, Forecasting, Corporate Tax, Leadership, Critical Thinking, Customer Service, Sports, Microsoft Excel, Microsoft Office, Cost Accounting, Organization, Financial Reporting, US GAAP, US GAAP reporting, Annual Reports, Stock Market, Time Management, Research, Data Analysis, Public Speaking
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo August 2014 - Present
BNY Mellon April 2014 - August 2014
BNY Mellon January 2013 - April 2014
BNY Mellon June 2012 - January 2013
Benefit Plans Administrators, A BPAS Company June 2011 - June 2012
Community Bank, N.A. January 2011 - June 2011
Community Bank, N.A. November 2008 - December 2010
Kinney Drugs February 2007 - April 2010
Skills
Internal Audit, Auditing, Financial Analysis, Accounting, Microsoft Excel, Access, Time Management, Process Improvement, Tax, Employee Benefits, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Analysis, Problem Solving, Quantitative Analytics, Outlook, Data Entry, Banking, FATCA
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2016
Master of Business Administration (MBA), Concentration: Marketing & Entrepreneurship, 3.5
State University of New York College at Potsdam 2007 — 2011
Bachelor of Science, Business Administration
HSBC Private Bank June 2015 - Present
Goldman Sachs 2013 - June 2015
BNY Mellon 2010 - 2013
BNY Mellon 2006 - 2010
Realty World International 2005 - 2006
Skills
Hedge Funds, Microsoft Office, Forex, Elliott Wave Theory, Portfolio Accounting, Bilingual-Spanish, Public Speaking, Risk Management, Financial Statements, Account Reconciliation, Fund Administration, Financial Accounting, Options, Asset Allocation, Financial Statement..., Investments, Bloomberg, Mutual Funds, Financial Analysis, Securities, Financial Reporting, Fund Accounting, Mortgage Lending, Financial Services, Accounting, Alternative Investments, Investment Management, Portfolio Management, Finance, Banking, Cash Management, Trading, Financial Risk, Fixed Income, Middle Office, Asset Management, Back Office, Wealth Management, Operational Risk, FX trading, Equities
Education
Stetson University 2009 — 2011
Masters in Business Administration, Strategic Management and Marketing
University of Central Florida 2002 — 2006
Bachelor, Finance
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Pershing, a BNY Mellon company August 2010 - May 2011
BNY Mellon June 2010 - August 2010
Skills
Project Management, Leadership Development, Data Analysis, Business Analysis, Fixed Income
Education
Stevens Institute of Technology 2008 — 2012
B.E., Mechanical Engineering, Aerospace Engineering
Frank H. Morrell High School
Mizuho Bank August 2013 - March 2014
Brown Brothers Harriman June 2012 - June 2013
CLS Bank August 2008 - December 2011
Merrill Lynch August 2006 - July 2008
BNY Mellon December 2004 - August 2006
Norinchukin Bank August 2004 - December 2004
Calyon Corporate & Investment March 2004 - July 2004
Mitsubishi Trust July 2001 - March 2004
Dai-Ichi Kangyo Bank Ltd May 1999 - July 2001
Skills
Foreign Exchange, Money Market, SWIFT, OPICS, FXNET, Mysis, CLS, TRAM, Reuters, IBM System, Nats, Tracer, Sundry, Mantec, GTSS, FXALL, OFAC, KYC, US Patriot Act, FICC, Developed and correct..., Project Management, Provide Training Tools, Fluent in Spanish, SWIFT payments, Training, Risk Management, Bloomberg, Fixed Income, Account Reconciliation, Financial Services, Financial Risk, Investment Banking, FX trading, Trading, FX Options, SWIFT Payments
Education
SUNY Empire State College 2012 — 2014
Business Management, Economics
The New School New York 1994 — 1996
Non Credit Class, English as a Second Language, Accent Reduction and Public Speaking
BNY Mellon April 2013 - Present
Morgan Stanley October 2012 - March 2013
Brown Brothers Harriman May 2011 - October 2012
Bank of America December 2010 - April 2011
KCM Management January 2010 - May 2010
Stetson University August 2006 - May 2010
Ram's Auto May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Office, Equities, Microsoft Word, Equity Research, Finance, Investments, Customer Service, Research, Data Analysis, Accounting, Risk Management, Financial Modeling, Valuation
Education
Stetson University 2006 — 2010
Bachlors, Finance
BAE Systems November 2014 - Present
Intelligent Software Solutions August 2011 - November 2014
ITT Exelis (acquired by Harris Corporation) January 2009 - July 2011
BNY Mellon December 2007 - December 2008
Skills
Software Development, Java, C++, Object Oriented Design, Linux, XML, Software Design, Unix, Solaris, SQL, Eclipse, Subversion, Security, Databases, Design Patterns, PostgreSQL, Python, Programming, Information Assurance, User Interface Design, Architecture, Distributed Systems, Microsoft SQL Server, JSON, C, Agile Methodologies, PHP, Information Retrieval, Web Development, Objective-C, C#, Software Architecture, System Design, Web Services, GWT, Swing, Qt, PKI, Oracle, Hadoop, Apache Spark, Big Data, Spring, SOA, .NET, NoSQL, Git
Education
State University of New York College at Oswego 2005 — 2008
B.A.
Liverpool High School 2001 — 2005
Snowden Lane Partners September 2014 - Present
VM Tax Consultants January 2014 - April 2014
J.P. Morgan September 2011 - March 2013
BNY Mellon January 2011 - August 2011
Bloomberg February 2010 - May 2010
COMMUNITY COUNSELING & MEDIATION October 2003 - January 2007
Department of Consumer Affairs February 2006 - April 2006
Skills
Data Entry, Microsoft Office, Microsoft Excel, Strategic Planning, New Account Opening, Community Outreach, Human Resources, Training, Accounts Receivable, Finance, Networking, Analysis, SAP, Accounts Payable, Social Media, Database Administration, Account Reconciliation, Outlook, Lotus Notes, mic, Cross-platform..., Client Services, Billing Systems, Client Development, Nonprofits, Youth Development, Youth Engagement, Youth Empowerment
Education
SUNY Empire State College 2011 — 2016
BS, Computer Science, Project Management
Year Up Nyc 2010 — 2011
Technical, Financial Operations
BNY Mellon September 1999 - Present
Skills
Wealth Management, Estate Planning, Investment Management, Portfolio Management, Investments, Wealth Management..., Family Office, Wealth, Alternative Investments
Education
Stonehill College 1995 — 1999
Bachelor of Arts, Political Science
UNFCU January 2014 - Present
Computershare (formerly BNYMellon and The Bank of New York) February 2008 - June 2013
General Electric (GE) Liaison - Investor Services January 2001 - January 2008
Investor Services January 2000 - January 2007
BNY Mellon January 1999 - January 2000
Investor Services January 1997 - January 1998
Skills
Call Center, Leadership, Team Building, Securities, Six Sigma, Call Centers, Business Analysis, Vendor Management, CRM, Management, Mergers & Acquisitions, Analysis, Forecasting, Training, Risk Management, Budgets, Business Process, Process Improvement, Finance, Business Process..., Banking, Financial Services, Outsourcing, Customer Service, Portfolio Management, Operations Management, Relationship Management, Strategy, Financial Analysis
Education
State University of New York College at Oneonta
B.S, Business Economics
BNY Mellon December 2014 - July 2015
Januskis Consulting, LLC May 2014 - November 2014
Sapient Global Markets July 2013 - January 2014
Pioneer Investments November 2008 - May 2013
DST International December 2007 - October 2008
Staples May 2007 - November 2007
Atlantic Trust Private Wealth Management 2007 - 2007
Bank of America January 2006 - October 2006
GMO November 2005 - December 2005
Morgan Stanley September 2004 - December 2004
Skills
Essbase, Business Intelligence, Requirements Analysis, Advanced SQL, Derivatives, Business Analysis, Business Requirements, Functional..., SDLC, Eagle PACE, Goldensource, Enterprise Data, Data Integration, Master Data Management, Eagle GIPS Composites,..., Manage Client..., IT Relationship..., Eagle Vendor Relations..., Latent Zero, Swaps, TIBCO Enterprise..., Requirements Gathering, Business Process Design, Data Mapping, XML, ETL, Technical Documentation, Process Flow..., Support Documentation, User Documentation, Operational Streamlining, Operational Risk, Team Management, Knowledge Transfer, SQL Tuning, Stored Procedures, Advanced Excel, Data Quality, Managing Database, Troubleshooting, Security master best of..., Global Position &..., Bond Analytic Reporting, Tidal Enterprise..., HP QualityCenter 11.0, Serena PVCS Version..., Serena Team Track, WebEx, Datastage ETL, Dataflux
Education
CFA Program 2010 — 2010
Chartered Financial Analyst Curriculum
Stonehill College 1994 — 1998
Bachelor of Science, Finance
Instituto Di Lorenzo De Medici, Florence, Italy 1997 — 1997
On Scholarship, International Study Abroad Business Program
BNY Mellon January 2014 - Present
ING August 2010 - June 2013
Alere April 2010 - August 2010
User Edge December 2009 - April 2010
ING September 2004 - July 2009
Mellon HR Solutions October 1995 - September 2004
Sanchez Associates Inc. June 1980 - October 1995
Skills
Functional..., Business Analysis, Business Requirements, Requirements Analysis, Analysis, Software Documentation, Quality Assurance, Cross-functional Team..., Outsourcing, Technical Writing, Training, Instructional Design
Education
Stevens Institute of Technology 1977 — 1981
M.S., Applied Psychology
University of Miami 1975 — 1977
B.A., Psychology
Defense Contract Audit Agency 2014 - Present
The Institute of Internal Auditors - Central New York Chapter 1994 - Present
BNY Mellon 2014 - 2014
AXA Equitable 2006 - 2011
The MONY Group 2002 - 2006
The MONY Group 2000 - 2002
Community Bank, N.A. 1994 - 2000
Fleet Bank 1988 - 1994
Skills
Objective, Organized, Self-Motivated, Compliance Audits, Internal Audit, MS Word, MS Excel, MS PowerPoint, Corporate Risk..., Report Generation, Analytical Thinking, Innovative Problem..., Project Managment, Results Oriented, Due Diligence, Policy Analysis, Strong Oral and Written..., Teamwork, Enthusiastic, Ethical, Professional, Bridger Systems, LexisNexis, World-Check, Creative, Outlook, Lotus Notes, Compliance Testing, Controls Testing, Program Development, Regulatory Analysis, Quality Auditing, Internal Controls, Ethics, Microsoft Excel, Analytical Skills, Goal Oriented, Operational Risk..., Accounting, Auditing, Sarbanes-Oxley, Bank Secrecy Act, IT Audit, Sarbanes-Oxley Act, Financial Risk, Insurance, AML, Risk Assessment, Fraud, Financial Regulation
Education
State University of New York at Oswego
BS Accounting, Minor in Mathematics and Economics with a Statistics concentration
BNY Mellon July 2013 - Present
Oneida County November 2011 - Present
Utica Writer's Club 2011 - Present
Review Books for Publishers January 2010 - Present
Writing and Editing January 2005 - Present
Mohawk Valley Community College MVCC August 2012 - July 2013
Mohawk Valley Community College MVCC July 2012 - July 2013
Staffworks February 2012 - August 2012
utica city school district May 2010 - June 2012
Victorian Leisure Fair June 2010 - September 2010
Education
SUNY Oneonta
Elementary Education
Instinet, LLC October 2013 - Present
Financial Executive Networking Group (FENG) January 2010 - Present
BNY Mellon May 2013 - September 2013
FEMA Contractor December 2012 - April 2013
UBS AG 2000 - 2009
UBS Securities, LLC March 1986 - June 2000
Skills
Program Management, Bank Holding Act, Securities Regulation, SEC reporting, Enterprise Risk..., Trading systems, Performance Monitoring, Derivatives, Equities, Trade Surveillance, Team Management, SEC filings, Surveillance, Financial Risk, Trading Systems, Performance Management, Analysis, Hedge Funds, Financial Services, Finance, Banking, Management, Bloomberg, Securities, Leadership, Portfolio Management, Risk Management
Education
MBA Pace University - Lubin School of Business 1987 — 1990
MBA Finance, MBA Finance
Stockton University 1978 — 1982
BS, Accounting
St Josephs High School, Metuchen NJ
College Prep
BNY Mellon March 2008 - Present
BNY Mellon April 2005 - March 2008
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Customer Service, Administrative..., Banking, Data Entry, Office Management, Time Management, Administration, Lotus Notes, Public Speaking, Account Reconciliation, Event Planning, Strategic Planning
Education
State University of New York Empire State College 2014 — 2016
Bachelor's degree, Human Resources Management/Personnel Administration, General
Bryant and Stratton College-Amherst 2013 — 2014
Associate's Degree, Human Resources Management/Personnel Administration, General
Bryant Stratton College 2003 — 2005
Associate's Degree, Business Administration and Management, General
Black Hills Federal Credit Union November 2012 - Present
JDS Consulting 2008 - November 2012
Bank of America, Inc. 2007 - 2008
NovaStar Financial, Inc. 2005 - 2006
Countrywide Financial, Inc. 2003 - 2005
American Mortgage Services, LP 2000 - 2003
GE Capital, Inc. 1998 - 2000
BNY Mellon January 1991 - January 1998
BNY Mellon January 1988 - January 1991
Irving Trust Company January 1986 - January 1988
Skills
Credit Risk, Project Management, Six Sigma, Policy, Quality Control, Pricing Analysis, Mortgage Lending, Production Managment, Mortgage Banking, Loss Mitigation, Loans, Banking, Risk Management, Executive Search, Talent Acquisition, Underwriting Management, Secondary Marketing..., Leadership, Process Improvement, Loan Servicing, Loan Origination, Credit Analysis, Management, Business Development, Credit
Education
University of Utah 1975 — 1980
Post Graduate Certificate, International Relations
University of Utah 1975 — 1980
Bachelor of Science, Economics
University of Utah 1975 — 1980
Bachelor of Science, Political Science
State University of New York College at Potsdam 1974 — 1975
Chittenango High School
Chittenango High School
Chittenango High School
Chittenango High School
BNY Mellon July 2013 - Present
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, Sales, Microsoft Word, PowerPoint, Statistics, Regression Testing, System Testing, Quality Auditing, Quality Control
Education
State University of New York College at Oswego 2009 — 2011
Bachelor's degree, Business Administration and Management, General
State University of New York College at Oswego 2006 — 2011
BNY Mellon January 2005 - May 2012
Loft Industrie March 2006 - April 2011
Solofts 2003 - 2006
Skills
Advertising, Social Media, Market Research, Online Advertising, Email Marketing, Account Management, Lead Generation, Sales Management, Business Development, Customer Service, Negotiation, Project Management, Video, Digital Media, Social Media Marketing, Database Marketing, Digital Marketing, Event Management, Facebook, Financial Services, Salesforce.com, Commodity, Real Estate, Investment Properties, Condos, Rentals, Apartments, PowerPoint, Marketing, Marketing Communications
Education
SUNY Oswego 1992 — 1996
Bachelor's degree, Broadcast Journalism, A
SUNY Oswego University 1992 — 1996
BA, Theatre & Broadcasting Communications
BNY Mellon 2011 - Present
BNY Mellon January 2001 - March 2011
PNC March 1992 - January 2001
First Data Corporation January 1990 - March 1992
Mellon Financial August 1988 - January 1990
Evergreen Investments fka Keystone Investor Resource Center December 1986 - August 1988
The Boston Company June 1983 - December 1986
LF Rothschild November 1982 - June 1983
Putnam Investments July 1981 - November 1982
Skills
Financial Services, Management, Financial Risk, Vendor Management, Business Analysis, Mutual Funds, Process Improvement, Requirements Analysis, Workflow Management, Project Management, CRM, Business Development, New Business Development, Business Strategy, Software Documentation, Testing, Product Management, Business Process, Risk Management, Banking
Education
Stonehill College 1977 — 1981
Bachelor of Arts, English
BNY Mellon June 2001 - Present
Skills
Operational Risk..., Securities, Fixed Income, Capital Markets, Portfolio Management, Financial Analysis, Management, Bonds, Derivatives, Financial Modeling, Structured Finance, Asset Management, Investments, Equities, Banking, Finance, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2010
MBA, Business Administration and Management, General
State University of New York College at Oneonta
BS, Business/Managerial Economics
Watkins Glen High School
BNY Mellon July 2010 - Present
PNC September 2002 - July 2010
Salomon Smith Barney April 1994 - September 2002
Skills
Financial Services, SDLC, Requirements Gathering, Risk Management, Software Project..., Project Portfolio..., Vendor Management, IT Strategy, Business Analysis, Banking, PMP, PMO, Process Improvement, Requirements Analysis, Mutual Funds, Visio, Business Requirements, Program Management, Project Management, User Acceptance Testing, Portfolio Management, Management, Data Conversion, Software Development, Relationship Management
Education
Stevens Institute of Technology 2000 — 2002
Master of Science, Information Management
State University of New York at Old Westbury 1990 — 1993
Bachelor of Science, Finance
Guardian Life January 2015 - Present
Independent Consultant 2009 - Present
AIG August 2014 - August 2015
Cognizant Technology Solutions September 2011 - November 2012
BNY Mellon August 2011 - November 2012
Microsoft February 2004 - September 2011
NBA 1999 - 2005
National Basketball Association February 2000 - February 2004
EDS February 1998 - February 2000
Skills
Strategic Technology..., Microsoft Technologies, Team Management, IT Strategy, Sales, Technology Management, Data Center, Datacenter..., Entrepreneurship, Enterprise Architecture, Enterprise Software, Cloud Computing, IT Management, IT Outsourcing, Solution Selling, Virtualization, System Deployment, CRM, Project Delivery, IT Operations, Integration, ITIL, Project Management, Business Development, SaaS, Leadership, Security, Strategy, Process Improvement, Management, E-commerce, High Availability, Solution Architecture, Business Intelligence, Information Technology, Vendor Management, Software Project..., SharePoint, Disaster Recovery, IT Service Management, Resource Management, Consulting, Professional Services, VDI, Outsourcing, PMP, Technical Management, Technical Sales, Private Clouds, Executive Relationship
Education
Stevens Institute of Technology 1992 — 1996
Bachelor of Engineering (BE), Chemical Engineering
Stevens Institute of Technology 1992 — 1996
BE, Chemical Engineering
Stevens Institute of Technology 1992 — 1996
Bachelor of Engineering (BEng), Chemical Engineering
The Hartford November 2013 - Present
BNY Mellon September 2011 - May 2013
Colgate University June 2011 - September 2011
Colgate University August 2010 - October 2010
Diemolding Corporation January 2008 - May 2009
Diemolding Corporation January 2002 - January 2008
Skills
Software Documentation, XP, Leadership, Troubleshooting, Operating Systems, Technical Support, System Deployment, Testing, Group Policy
Education
State University of New York College of Agriculture and Technology at Morrisville 2006 — 2010
Application Software Development
BNY Mellon October 2013 - Present
Liberty Bank CT October 2012 - October 2013
The Gelston House May 2011 - October 2012
Saint Clement's Castle June 2007 - April 2011
Skills
Minor in Business, Efficient in Microsoft..., Reading Level in French, Customer Service, Sales, Teamwork, Microsoft Office, Customer Satisfaction, Customer Experience, Customer Retention, Time Management
Education
The University of Connecticut 2010 — 2012
BS, Economics
Stonehill College 2008 — 2010
Mercy High School 2004 — 2008
The Bank of New York Mellon January 2012 - Present
The Bank of New York Mellon November 2010 - January 2012
BNY Mellon 2006 - November 2010
JPMorgan January 2002 - October 2006
JPMorgan Chase November 1996 - January 2002
City of Houston June 1995 - November 1996
Skills
Banking, Business Analysis, Business Planning, Business Process..., Cash Management, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Human Resources, Leadership, Management, Mergers, New Business Development, Portfolio Management, Project Planning, Project Management, Relationship Management, Risk Management, Securities, Strategic Planning, Team Leadership, Process Improvement
Education
Stephen F. Austin State University 1991 — 1995
BA, General Business, Public Relations
JPMorgan Asset Management May 2013 - Present
JP Morgan Asset Management February 2010 - April 2013
The Bank of New York August 2009 - February 2010
Rockit Solutions LLC January 2009 - July 2009
Bear Stearns Asset Management October 2007 - December 2008
BNY Mellon 2001 - 2007
Headstrong 2000 - 2005
Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class
Education
Stevens Institute of Technology 1995 — 1997
BNY Mellon July 2013 - Present
Bank of New York Mellon October 2010 - July 2013
Morgan Stanley Smith Barney December 2009 - September 2010
BNY Mellon May 2005 - December 2009
Household Finance February 2004 - April 2005
Brown & Brown, Inc. 2002 - 2004
Skills
Investments, Banking, Customer Retention, Risk Management, Financial Services, Securities, Insurance, Finance, Process Improvement, Loans, Capital Markets, Accounting, Relationship Management, Credit Analysis, Investment Management, Mutual Funds
Education
State University of New York College at Oswego 1998 — 2002
Bachelors, Business Administration
Liverpool Highschool 1994 — 1997
Oryx Insurance Brokerage, Inc November 2012 - Present
Special Funds Conservation Committee December 2008 - November 2012
BNY Mellon July 2004 - December 2008
Skills
Claims Management, Claim Investigation, Workers' Compensation..., Litigation Management, Reserves, Compensation & Benefits, Return to Work, Settlement
Education
State University of New York College at Oswego 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Technology Management
Stay-At-Home Dad July 2014 - Present
UBS February 2014 - June 2014
BNY Mellon February 2007 - June 2013
MD Sass January 2002 - January 2007
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1992 - April 1998
Skills
Financial Operations, Financial Management, Financial Reporting, Back Office, Hedge Funds, Redemption, Wire Transfers, Compliance, Ad Hoc Reporting, Anti Money Laundering, Financial Services, Financial Analysis, Financial Statements, Customer Service, Account Reconciliation, AML, Banking, Equities, Asset Management, Mutual Funds, Fixed Income, Securities, Portfolio Management, Management, Trading, Investments, Microsoft Office, Analysis, Bloomberg
Education
Stockton University
BA, English
BNY Mellon April 2015 - Present
The Corcoran Group September 2013 - April 2015
Deutsche Bank August 2011 - July 2013
Deutsche Bank February 2011 - July 2011
Skills
Customer Service, Financial Reporting, Headcount Reporting, Excel Pivot, Community Outreach, Consultants, Leadership, Social Media, PowerPoint, Retail, Microsoft Excel, Training, Banking, Business Analysis, Data Entry, Microsoft Word, Strategy, Analysis, Management, Microsoft Office
Education
SUNY Empire State College 2012 — 2016
Bachelor's degree, Business management and Economics
Year up - NYC 2010 — 2011
Informational Technology Certificate, Financial Operations - Year Up Alum
BNY Mellon January 2014 - Present
Philadelphia Soul August 2013 - January 2014
Philadelphia Soul October 2012 - July 2013
Wellness Chiropactic Center of Queen Village July 2012 - October 2012
Greenville Road Warriors January 2012 - April 2012
TEAM Coalition May 2011 - August 2011
Skills
Microsoft Office, Photoshop, Telecommunications, Sports Management, Sports, Social Media Marketing, Fundraising, Event Planning, Sales, Time Management, Public Speaking, Presentations, Program Development, Program Coordination
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master of Science (MS), Investment Management
Wilmington College 2009 — 2012
Bachelor of Science, Sports Management, 3.88
Stevenson University 2008 — 2009
Bachelor of Science, Computer Information Systems, 3.7
BNY Mellon July 2010 - Present
BNY Mellon July 2008 - June 2010
BNY Mellon August 2006 - June 2008
Skills
Business Analysis, Finance
Education
University of Phoenix 2006 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Oswego 2002 — 2006
Bachelor's degree, Finance, General
Paychex February 2014 - Present
Xerox September 2012 - February 2014
Xerox Corporation January 2011 - September 2012
Xerox Corporation August 2010 - January 2011
Xerox January 2009 - August 2010
Xerox September 2006 - January 2009
Bio-Optronics September 2005 - September 2006
Ciber November 1997 - September 2005
BNY Mellon July 1991 - November 1997
Skills
Scrum, Integration, Business Process, Agile Methodologies, Software Development, Requirements Analysis, Process Improvement, Analysis, Cross-functional Team..., Software Project..., Requirements Gathering, Problem Solving, TFS, Business Requirements, Business Analysis, Management, Testing, Agile Project Management, Web Applications, Quality Assurance, Program Management, Visio, SDLC, Leadership, Microsoft SQL Server, Process Engineering, Customer Service, Project Management, SharePoint, PMP, Agile, SaaS, Test Planning, Business Process..., Team Management, Process Development, Customer Relations, Team Foundation Server, Aprimo, Software Documentation, Outsourcing, Systems Analysis, Service Delivery, Project Delivery, Rational Team Concert, Coaching, Agile Methodolgy, Six Sigma, Training, Atlassian JIRA
Education
State University of New York Empire State College
BS, International Economics
BNY Mellon June 2013 - May 2014
BNY Mellon October 1998 - June 2013
Fuji Bank October 1996 - October 1997
Credit Commercial de France October 1990 - October 1996
Skills
Foreign Exchange, Derivatives, Currency, Financial Markets, Trading, Fixed Income, Bloomberg, Equities, Banking, Capital Markets, Investments, Financial Services, Financial Analysis
Education
SUNY Oswego 1985 — 1989
Business Administration
MetLife February 2013 - Present
BNY Mellon July 2007 - February 2013
BNY May 1990 - July 2007
Strand Management Solutions, Inc. 1987 - 1990
Skills
IT Strategy, Integration, Project Portfolio..., Application Performance..., Performance Engineering, Shared Services, Software Project..., PMO, Business Intelligence, Vendor Management, Enterprise Architecture, DevOps, Outsourcing, Center of Excellence, Management, Maturity Models, Financial Planning, Budget Management, Business Process..., Global Organizational..., Analytics, Finance, Corporate Finance, Operating Budgets, Capital Budgeting, Systems Development..., SOA, Requirements Analysis, Vendor Relationship..., Vendor Relations, Program Management, IT Service Management, Project Management, Application Lifecycle...
Education
Stevens Institute of Technology 1983 — 1987
Bachelor of Engineering (B.E.), Computer Software Engineering
BNY Mellon April 2015 - Present
World Business Lenders, LLC December 2014 - April 2015
World Business Lenders, LLC October 2013 - December 2014
Citi January 2013 - August 2013
Skills
Financial Modeling, Business Objects, Equities, Data Analysis, Financial Risk, Analysis, Microsoft Office, Fixed Income
Education
SUNY Empire State College 2013 — 2015
Bachelor of Science (BS), Economics/Philosophy
Year Up
BNY Mellon August 2013 - Present
American Made Games, Inc. July 2005 - Present
National Grid August 2009 - April 2013
midPhase Services March 2003 - December 2007
Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Team Leadership, Data Analysis, PowerPoint, Strategic Planning, Microsoft Word, Start-ups, Marketing, Coaching, Investments, English, E-commerce, Contract Negotiation, Process Improvement
Education
State University of New York at Oswego
Bachelors of Science, Business Administration and Management
BNY Mellon June 2015 - Present
Wegmans Food Markets August 2009 - June 2015
SUNY Oswego Campus Recreation August 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management
Education
State University of New York College at Oswego 2011 — 2016
Bachelor of Science (B.S.), Accounting
State University of New York College at Oswego 2011 — 2015
Bachelor's Degree , Accounting
BNY Mellon May 2008 - Present
PNC December 2005 - May 2008
PNC November 2002 - December 2005
PFPC February 2001 - November 2002
Boston Financial Data Services July 1999 - February 2001
Boston Financial Data Services October 1995 - July 1999
Boston Financial Data Services January 1994 - October 1995
Boston Financial Data Services February 1993 - January 1994
Rockland Trust September 1992 - February 1993
Macy's (Jordan Marsh) January 1989 - September 1992
Skills
Account Reconciliation, Microsoft Excel, Microsoft Word, Lotus Notes, Software Documentation, Training, PowerPoint, Auditing, Accounting, Microsoft SQL Server, Leadership, Management, Internal Audit, Microsoft Power Point, Outlook Express, Monarch Pro, Image Processing, Program Management, Teamwork, FSR, Surpas, DST, Workspeed, AHD, Advisor Central, Pinacle, Purchasing, Fund Accounting, Access, Financial Reporting, Mergers & Acquisitions, Computer Output to..., Advanced Help Desk (AHD), Order and..., Subaccounting..., Analysis, Financial Statements, Finance, Mutual Funds, Credit, Financial Accounting, Financial Services, Process Improvement, Risk Management, Customer Service, Banking, Financial Analysis, Business Analysis
Education
Stonehill College 1985 — 1994
Bachelors Degree, Accounting and Finance
Aquinas Jr College 1982 — 1984
Associates, Business Administration and Management, General
BNY Mellon May 2012 - Present
Del Monte Foods 2006 - May 2012
Management Science Associates 2005 - 2006
CSC 2001 - 2004
marchFIRST 2000 - 2001
Mars 1998 - 2000
Accenture 1996 - 1999
Skills
Project Planning, Project Portfolio..., Business Intelligence, Business Process Design, Process Improvement, Project Management, Portfolio Management, Business Analysis, Business Process..., Vendor Management, SDLC, Change Management, Data Warehousing, Program Management, IT Strategy, ERP, Software Project..., Requirements Analysis, Cross-functional Team..., Risk Management, PMO, Integration, SharePoint, PMP, Business Process, Management, Consulting, IT Management, Strategic Planning
Education
University of Delaware 1995 — 1996
MBA, Business Administration and Management, General
Stockton University 1991 — 1995
BA, Economics
BNY Mellon October 2014 - Present
Carmichel and Associates May 2008 - Present
Cooper Dinning Center March 2009 - April 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Public Speaking, Time Management, Leadership, Event Planning, Facebook, Critical Thinking, Team Leadership, Management
Education
State University of New York College at Oswego 2008 — 2014
Master of Business Administration (M.B.A.), Accounting
State Street May 2015 - Present
State Street March 2013 - May 2015
SS&C GlobeOp October 2011 - March 2013
BNY Mellon September 2009 - October 2011
Skills
Equities, Bloomberg, Hedge Funds, Settlement, Account Reconciliation, Investor Relations, Microsoft Office, Proprietary Trading, Prime Brokerage, Data Analysis, Financial Analysis, Asset Management, Investments, Financial Reporting, Mutual Funds, Valuation, Financial Modeling, Fixed Income, Financial Services, Accounting, Alternative Investments, Capital Markets, Securities, Friendly Personality
Education
Stetson University 2007 — 2008
Master of Business Administration, Finance
Stetson University 2004 — 2007
Bachelor of Music, Finance
Pershing Advisor Solutions, a BNY Mellon company January 2013 - Present
BNY Mellon August 2010 - January 2013
BNY Mellon May 2004 - August 2010
Skills
Financial Services, Securities, Mutual Funds, Investments, Customer Service, Trading, Asset Management, Fixed Income, Settlement, Fund Accounting, Equities, Hedge Funds, Bloomberg, ETFs, Derivatives, FX Options, Analysis, Social Media, Securities Lending, Trading Systems, Accounting, Bonds, Research, Business Acumen, Highly self-motivated, Procedure Manuals, Social Networking, Foreign Exchange, Emerging Markets, Time Management, Corporate Actions, Service Quality, Service Excellence, Staff Training, Problem Solving, Training Manuals, Blogging, WordPress, Lean Six Sigma, 529 Plans, FTP, FTP software
Education
University of Central Florida 2015 — 2015
Certified Financial Planner™ Certification Education Program, Financial Planning and Services
Stetson University 2000 — 2004
B.B.A., Finance
JPMorgan Chase N.A. July 2012 - April 2015
BNY Mellon January 2010 - April 2010
BNY Mellon March 2008 - January 2010
BNY Mellon January 2007 - March 2008
Newtown Savings Bank May 2000 - April 2002
Skills
Licensed to Sell..., Series 6, Series 63, New York State Life...
Education
SUNY Oswego 2003 — 2006
BA in English Literature, English Language and Literature/Letters
Western Connecticut State University 1999 — 2002
English Language and Literature, General
Windsor Consulting Group December 2013 - July 2014
JPMorgan Chase September 2012 - October 2013
First Residential Mortgage Services Corporation April 2008 - August 2012
BNY Mellon September 2007 - May 2008
Deutsche Bank(through Mercury Technologies) June 2005 - June 2006
Misys 2005 - 2006
Merrill Lynch August 2004 - May 2005
KBC Bank & Verzekering July 2001 - July 2004
Skills
Word, Excel, Loan IQ, Fluent Spanish, Strong interpersonal..., Mortgage Lending, Microsoft Word, Loans, Microsoft Excel, Financial Analysis, Banking, Payments
Education
State University of New York Empire State College 2012 — 2015
Business Administration and Management, General
Borough of Manhattan Community College 1987 — 1990
Business Administration and Management, General
BNY Mellon March 2014 - Present
Aldi February 2014 - March 2014
Rite Aid October 2013 - February 2014
3 rivers' Landscaping and Design May 2010 - September 2013
Skills
Time Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Critical Thinking, Facebook, Microsoft Word, hard worker
Education
State University of New York College at Oswego 2009 — 2013
bachelor of science, Business Adminstration
State University of New York college 2009 — 2013
Bachelor of Science, Business Administration
Liverpool High School 2004 — 2009
Hingham Institution for Savings March 2013 - Present
BNY Mellon June 2011 - March 2013
Constable & Assocaites January 2004 - May 2011
Quirk Associates September 2002 - October 2003
Krokidas & Bluestein, LLP October 1999 - October 2002
Bolan, Frank & Graeber August 1998 - October 1999
Skills
Compliance, Real Estate Transactions, Title Searches, Federal & State..., Training, Auditing, Legal Compliance, Regulatory Analysis, Policy Writing, Risk Assessment, RESPA, Risk Management, Analysis, Commercial Real Estate, Corporate Governance, Corporate Law, Due Diligence, Loans, Mortgage Lending, Property, Real Estate, Trusts, Legal Research
Education
Suffolk University Law School 1999 — 2003
JD, Law
State University of New York College at Plattsburgh 1991 — 1995
BA, Criminal Justice / Sociology
AHS 1987 — 1991
BNY Mellon June 2015 - Present
Syracuse Smash June 2013 - Present
Target September 2013 - March 2015
Staples July 2011 - September 2013
SPAR January 2013 - August 2013
The Research Foundation for SUNY January 2013 - June 2013
The Mustard Seed Natural Foods February 2010 - March 2011
Kites Tails and Toys LLC June 2008 - August 2009
Skills
Management, Time Management, Leadership, Networking, Sales, Teamwork, Microsoft Office, Goal Oriented, Tech-savvy, Social Media, Customer Satisfaction, Customer Service, Windows, Business, Interpersonal..., Intelligence Systems, Eco Friendly, Sales Operations, Customer Retention, Communication, Adaptability, Interviews, Technology, Team Leadership, Advertising, Training, Marketing, Team Building, Merchandising, Project Planning, Social Networking, Event Planning, Sales Management, Cold Calling
Education
SUNY Oswego 2012 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.83
SUNY Albany 2006 — 2007
Credits, French Studies
Utica National Insurance Group February 2015 - Present
BNY Mellon December 2013 - February 2015
ACS, a Xerox Company March 2012 - October 2013
Skills
Account Management, Databases, Microsoft Office, Microsoft Excel
Education
State University of New York Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Technology Management, 3.78
State University of New York College at Oneonta 2008 — 2011
Bachelor of Science, Business Economics
Poland Central School 1994 — 2007
Diploma
BNY Mellon March 2013 - Present
PNC October 2011 - March 2013
Skills
Customer Service, Banking, Microsoft Excel, Sales, Management, Credit, Leadership, PowerPoint, Process Improvement
Education
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Arts (BA), Accounting and Finance
The Walt Disney Company May 2013 - Present
The Walt Disney Company January 2012 - May 2013
BNY Mellon January 2006 - December 2011
Walt Disney World, Co May 1999 - January 2006
Skills
Accounting, Auditing, Internal Controls, Financial Analysis, Microsoft Excel, Bloomberg, Mutual Funds, Investments, Microsoft Office, PowerPoint, Variance Analysis, SAP
Education
University of Phoeinx 2001 — 2003
MBA, Global Management
SUNY Plattsburgh 1995 — 1999
Bachelor of Science, International Business
Our Lady of Victory Academy
Rabobank February 2013 - Present
BNY Mellon 2008 - 2010
Skills
Back Office Operations, Administrative..., Optical Imaging, Account Reconciliation, Back Office, Training, Securities, Internal Audit, Mutual Funds, Banking, Budgets, Customer Service, Leadership, Management, Microsoft Office, Process Improvement, Strategic Planning, Team Building, Vendor Management
Education
SUNY Potsdam 2005 — 2007
Bachelor's degree, Business Administration
State University of New York College at Potsdam 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Citrix January 2015 - May 2015
J.P. Morgan May 2014 - August 2014
McKinsey & Company January 2014 - April 2014
BNY Mellon June 2013 - August 2013
Skills
Java, C++, C, CSS, JavaScript, Visual Studio, SQL, Programming, HTML, Eclipse, Linux, NetBeans, Research, C#, Microsoft Office, Windows, JSON, AJAX, Spring, SDLC, MongoDB, Node.js, Angular.js
Education
Stevens Institute of Technology 2013 — 2015
Master of Science (M.S.), Computer Science, 3.934
Stevens Institute of Technology 2011 — 2015
Bachelor of Science (BS), Computer Science, 3.707
Hasbrouck Heights Jr-Sr High School 2010 — 2011
Diploma, 4.53
Tokio Marine North America, Inc. May 2012 - Present
KPMG Advisory Services April 2011 - April 2012
Xerox August 2007 - April 2011
Affiliated Computer services (A Xerox Company) February 2007 - August 2007
BNY Mellon January 2002 - May 2005
PricewaterhouseCoopers 2000 - 2002
Skills
Business Process..., Strategy, PeopleSoft, Requirements Analysis, SDLC, Program Management, Business Analysis, Recruiting, IT Strategy, Human Resources, HRIS, Governance, Project Delivery, Employee Benefits
Education
Nagarjuna University
Bachelor's degree
Stevens Institute of Technology
MS
BNY Mellon June 2011 - Present
BNY Mellon October 2007 - June 2011
Boston Private Bank March 2003 - May 2006
Skills
Institutional Clients, High Net Worth..., Business Relationship..., Mortgage Lending, Global Custody, Client Services
Education
Stonehill College 1987 — 1991
BS
BNY Mellon 2003 - Present
The Bank of New York Mellon 2003 - Present
Qwest 1997 - 2002
Qwest Communications 1997 - 2002
EDS January 1992 - June 1997
Education
Stevens Institute of Technology 1990 — 1992
MS, Computer Science
Xidian University
State Street October 2007 - Present
Northern Trust Corporation June 2004 - September 2007
BNY Mellon June 2001 - June 2004
Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Securities, Series 7, Asset Managment, Bloomberg, Investments, Series 63, Hedge Funds, Asset Allocation
Education
Stonehill College 1987 — 1991
Bachelor's degree, Business Administration and Management, General
Financial Institution 2012 - Present
BNY Mellon 2006 - 2012
BNY Mellon 2002 - 2012
BNY Mellon 2002 - 2012
BNY Mellon 2002 - 2006
Bankers Trust/Deutsche Bank 1998 - 2002
Skills
Banking, Equities, Risk Management, Fixed Income, Financial Analysis, Derivatives, Investments, Bloomberg, Mutual Funds, Asset Management, Capital Markets, Financial Modeling, Investment Banking, Financial Risk, Hedge Funds, Loans, Wealth Management, Corporate Finance
Education
SUNY Oneonta
Bachelor of Arts (B.A.), Mathematics
BNY Mellon April 2015 - Present
Eagle Investment Systems September 2013 - April 2015
Cultural Care Au Pair November 2011 - December 2013
Unemployed June 2009 - August 2011
Wachovia/Evergreen Investments, AVP February 2006 - July 2009
State Street Bank May 2005 - February 2006
State Street Bank January 2003 - May 2005
State Street Bank July 2000 - January 2003
Education
Suffolk University 2000 — 2007
MBA
Stonehill College 1995 — 1999
BS, Marketing
Thornton Academy
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company July 2010 - January 2015
BNY Mellon April 2009 - July 2010
Wells Fargo Home Mortgages September 2008 - March 2009
Ferguson Enterprises May 2008 - September 2008
Option One Mortgage Corp February 1994 - September 2007
Skills
Mortgage Lending, Underwriting, Mortgage Banking, Loans, Credit, Loan Origination, Credit Analysis, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Banking, Risk Management, Credit Risk, Mutual Funds, Securities, Financial Services
Education
Stetson University 1989 — 1993
BBA, Finance
BNY Mellon February 2002 - Present
Accenture 1994 - 2000
Education
Stevens Institute of Technology 1988 — 1993
BS, Telecommunciations
Caliber Collision Centers June 2015 - Present
Caliber Collision Centers May 2013 - June 2015
Caliber Collision Centers July 2012 - May 2013
CXtec December 2008 - August 2009
BNY Mellon December 2007 - December 2008
TRW Automotive July 2007 - December 2007
Alpert, Stearns, Daley & LaCombe PC December 2005 - April 2007
Clear Channel Broadcasting March 2004 - February 2005
PPC June 1995 - February 2004
Pyramid Management Group October 2002 - May 2003
Skills
Accounting, Financial Reporting, Microsoft Excel, Outlook, General Ledger, Accounts Payable, Financial Analysis, Budget, Microsoft Office, QuickBooks, Customer Service, Microsoft Word, Accounts Receivable, Forecasting, Process Improvement, Account Reconciliation, Payroll, Auditing
Education
University of North Texas 2011 — 2013
Master of Business Administration (MBA), Accounting and Business/Management
State University of New York College at Oswego 2009 — 2010
Bachelor of Science (BS), Accounting, 3.82
State University of New York College at Potsdam 1996 — 2000
BA, Business Economics & Employment Relations
University at Albany, SUNY 1994 — 1995
BNY Mellon August 2009 - July 2013
Brown Brothers Harriman 2008 - 2009
State Street Bank/Investors Bank & Trust January 2004 - January 2008
Skills
Settlement, Bloomberg, Fixed Income, Risk Management, FX Options, Asset Managment, Derivatives, Investments, Portfolio Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
Suffolk University 2004 — 2008
Master of Business Administration (MBA), Marketing
Stonehill College 1992 — 1996
Bachelor of Science (BS), Marketing
BNY Mellon March 2008 - Present
Odyssey Financial Technologies July 2006 - March 2008
Bank of America February 2005 - July 2006
Skills
Business Analysis, SDLC, Requirements Analysis, Banking, User Acceptance Testing, Business Requirements, Requirements Gathering, Fixed Income, Software Project..., SQL, Agile Methodologies, Derivatives, Investment Banking, Gap Analysis, Portfolio Management, Risk Management, Functional..., Trading Systems, Capital Markets, Back Office, Collateral Management, Market Risk, Settlement, XML, Market Data, Visio, Equity Trading, Corporate Actions, Securities Lending, UML, Oracle
Education
Stella Maris College 1990 — 1994
The Bank of New York Mellon September 2008 - Present
BNY Mellon 1994 - Present
Strand Management Solutions, Inc. June 1986 - October 1994
Education
Stevens Institute of Technology 1982 — 1986
Bachelor, Science
Interactive Data February 2015 - Present
The Giant Insider July 2013 - Present
Thomson Reuters January 2014 - February 2015
Thomson Reuters June 2012 - January 2014
BNY Mellon October 2007 - June 2012
OppenheimerFunds August 2006 - October 2007
AIG Investments July 2005 - August 2006
BNY Mellon June 1999 - March 2005
Merrill Lynch January 1997 - May 1999
Skills
Pricing, Fixed Income, Financial Services, Equities, Business Analysis, Securities, Mutual Funds, Asset Management, Hedge Funds, Derivatives, Risk Management, Financial Analysis, Financial Markets, Bloomberg, Alternative Investments, Trading, Relationship Management
Education
Stockton University 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Notre Dame High School
Notre Dame High School
Jennison Associates LLC August 2015 - Present
The Hartford April 2014 - May 2015
BNY Mellon November 2010 - April 2014
BNY Mellon June 2009 - November 2010
BNY Mellon March 2008 - June 2009
Skills
Management, Finance, Banking, Customer Service, Insurance, Accounting, Policy, Internal Audit, Payments, Negotiation, Client Services, Settlement, Claims Handling, Asset Management, Fixed Income, Securities, Health Insurance, Process Improvement, Public Speaking, Financial Services, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, Leadership, Access, Sales, Relationship Management
Education
State University of New York College at Oswego 2003 — 2005
Bachelor's Degree, Marketing
BNY Mellon October 2010 - Present
Penn Traffic Company May 2002 - February 2010
PENN TRAFFIC COMPANY January 1998 - April 2002
PENN TRAFFIC COMPANY January 1997 - January 1998
PENN TRAFFIC COMPANY January 1994 - January 1997
Education
State University of New York College at Oswego
Bachelor of Arts, Economics and History
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
First Republic Bank August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
BNY Mellon Wealth Management May 2003 - May 2014
BNY Mellon January 2001 - May 2003
BNY Mellon October 1998 - December 2000
CNA Insurance July 1995 - October 1998
Skills
Real Estate, Investments, Mortgage Lending, Loan Origination, Loans, Private Banking, High Net Worth..., Training, Cross Selling, Leadership, Banking, Commercial Lending, Mortgage Underwriting, Underwriting, Management, Cross Functional Team..., Portfolio Management, Credit, Software Documentation, Sales, Customer Service, Credit Analysis
Education
Stonehill College
BA, Elementary Education
Firley, Moran, Freer & Eassa July 2014 - Present
Missio Church January 2013 - Present
Dannible & McKee, LLP October 2011 - May 2014
BNY Mellon May 2010 - September 2011
BNY Mellon February 2009 - January 2010
Skills
Accounting, Auditing, Financial Statements, Tax, Microsoft Excel, Financial Reporting, Finance, Financial Accounting, GAAP, Financial Analysis
Education
SUNY Oswego 2010 — 2011
MBA, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
BS, Double Major: Accounting & Finance
Cicero North Syracuse High School 2003 — 2006
BNY Mellon May 2009 - Present
Brown & Brown May 2008 - March 2009
Skills
Financial Analysis, Accounting, Auditing, Financial Modeling, Financial Reporting, Fixed Income, Trading, Bond Markets, Securities Lending
Education
Stetson University 2004 — 2009
Master of Accountancy, Accounting and Business Law
PURE Group of Insurance Companies February 2015 - Present
Utica National Insurance Group September 2014 - February 2015
Utica National Insurance Group September 2011 - September 2014
New York Central Mutual July 2010 - August 2011
Sidney Federal Credit Union March 2010 - July 2010
Northwestern Mutual July 2009 - November 2009
BNY Mellon January 2009 - May 2009
Mazzetti and Associates May 2007 - August 2007
Skills
Product Development, Data Analysis, New Product Roll Out, Pricing Analysis, Marketing, P&C Insurance, Project Management, Commercial Insurance, General Insurance, Liability, Customer Service, Public Speaking, SAS, Oracle Applications, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Lotus Notes, Windows, Health Insurance, Risk Management, Workers Compensation, Access, Professional Liability, Teamwork, Analysis, Legal Liability
Education
State University of New York at Oswego 2005 — 2009
Bachelor of Science (B.S.), Finance
BNY Mellon November 1988 - Present
BNY Mellon December 2011 - Present
BNY Mellon July 2009 - December 2011
BNY Mellon August 2006 - July 2009
BNY Mellon 1996 - 2009
BNY Mellon 1994 - 1996
BNY Mellon 1988 - 1994
Skills
Banking, Financial Services, Risk Management, Mutual Funds, Portfolio Management, Securities, Credit, Business Analysis, SDLC, Financial Risk, Strategic Planning, Relationship Management
Education
SUNY Polytechnic Institute 1986 — 1988
BS, Information Science
State University of New York College at Potsdam 1984 — 1986
Math / Comp Sci
BNY Mellon March 2014 - January 2015
Stran & Company February 2013 - March 2014
Roper Industries October 2011 - March 2013
State Street September 2010 - August 2011
Skills
Microsoft Excel, Accounts Receivable, Financial Analysis, Accounts Payable, General Ledger, Financial Reporting, Account Reconciliation, Microsoft Office, Financial Accounting, Microsoft Word, Final Cut Pro, Film, Payroll, Video Production, Finance, Analysis, Management, Auditing, Customer Service
Education
Stonehill College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
St. Peter-Marian Central Catholic High School 2002 — 2006
High School Degree
Syracuse Orthopedic Specialists September 2013 - Present
BNY Mellon April 2012 - September 2013
Four Directions Productions May 2011 - September 2011
Recreation Lanes November 2001 - June 2006
Education
State University of New York College of Agriculture and Technology at Morrisville 2009 — 2011
Bachelor, Expected Bachelor of Technology Degree, August 2011, Information Technology
Global Locator Systems of Texas August 2015 - Present
Wells Fargo November 2014 - July 2015
BNY Mellon November 2012 - October 2014
Invesco Aim June 2010 - October 2011
Van Kampen Investments October 1996 - May 2010
Skills
Mutual Funds, Investments, Call Centers, Financial Services, Securities, Risk Management, Business Analysis, Asset Management, Teamwork, Team Building, FINRA Series 6, Customer Service, Process Improvement, Negotiation, Call Center, Financial Analysis, Series 6, Corporate Actions, Customer Focus, Vendor Relations, Supervisory Skills, Customer Relations, Excel, Word, Problem Solving, Microsoft Office, Coaching, Outlook, Mentoring, Operations Management, Time Management, Self-directed, Project Planning, Client Services, Customer Satisfaction, Analysis, Team Leadership, Forecasting, Team Management, Corporate Trust, cash flow, Self-starter, Series 26, Closed-end Funds, Project Management, GPS Tracking, Geographic Information...
Education
Cy-Fair College 2004 — 2006
Anaylst Certificate, Geographic Information Systems
Stephen F. Austin State University 1993 — 1996
B.S., Geography
BNY Mellon September 2010 - Present
Education
SUNY Plattsburgh 2005 — 2010
ba, Business
BNY Mellon February 2015 - Present
DeWitt, NY Police Department April 2011 - February 2015
DeWitt,NY Police Department January 2010 - April 2011
DeWitt,NY Police Department October 2000 - January 2010
DeWitt,NY Police Department April 1994 - October 2000
Skills
Criminal Investigations, Police, Fraud, Criminal Justice, Enforcement, Law Enforcement, Investigation, Private Investigations, Crime Analysis, Intelligence Analysis, Training, Emergency Management, Financial Crimes..., Public Speaking, Public Safety, Interrogation, Microsoft Office, Bank Secrecy Act, Corporate Security
Education
State University of New York Empire State College
Bachelor's degree, Human Services / Criminal Justice
BNY Mellon August 2013 - Present
BNY Mellon June 2012 - August 2013
State Street 2008 - 2011
State Street April 2007 - October 2008
Skills
Fund Accounting, Fund Administration, Mutual Funds, Corporate Actions, Bloomberg, Hedge Funds, Bloomberg Terminal, Fixed Income, Alternative Investments, Equities, Securities, Derivatives, Swaps, Bonds
Education
Stockton University
BNY Mellon September 2015 - Present
BNY Mellon October 2011 - September 2015
State Street Corporation January 2006 - October 2011
State Street Corporation March 2000 - January 2006
Merrill Lynch & Co., Inc. March 1998 - March 2000
Skills
Microsoft Excel, Financial Services, Rating Agency Relations, Fund Accounting, Internal Controls, Investments, S&P, Financial Reporting, Account Reconciliation, Mutual Funds, Data Management, Accounting, Bloomberg, Valuation, Regulatory Filings, International Business..., SEC filings, Internal Control..., Internal Audit, Portfolio Management, Trading, Financial Statements, Equities, Financial Analysis, Moody, Data Integrity, SEC Filings, Fixed Income, Securities, Derivatives
Education
Stockton University 1989 — 1993
Bachelor of Arts, Business Management
BNY Mellon December 2006 - Present
Education
SUNY Oswego 2005 — 2009
Bachelor of Science (BS), Economics, 3.8
SUNY Oswego 2005 — 2009
BS, Finance, General, 3.8
Sterling National Bank November 2011 - February 2014
BNY Mellon October 2005 - April 2010
Prudential Securities 1987 - 2007
Skills
Retail Banking, Credit, Banking, Equities, Funding, Corporate Actions, Fixed Income, Financial Analysis, Bonds, Credit Analysis, Payments, DTC, Financial Services, Back Office, Commercial Banking, Asset Management, Risk Management, Securities, Portfolio Management, Dividends, Loans
Education
State University of New York College at Oneonta
European History
TD Bank 2010 - Present
BNY Mellon 2003 - 2010
Bank of New York April 1996 - February 2003
Skills
Business Requirements, User Acceptance Testing, Requirements Analysis, Business Analysis, Systems Analysis, SDLC, Requirements Gathering, Process Improvement, Quality Assurance, Mainframe, Visio, Integration, Vendor Management, Program Management, Data Warehousing, SharePoint, Software Documentation, PMO, PMP, Software Project..., MS Project, Quality Center, Testing
Education
Sandy Creek High School
State University of New York College at Oswego
MetLife April 2011 - Present
BNY Mellon 2002 - 2011
AXA Equitable 1997 - 2001
Education
SUNY Oswego 1993 — 1996
Bachelor of Science, Finance
Syracuse University - Martin J. Whitman School of Management
MBA
Investors Bank June 2011 - Present
BNY Mellon 2004 - 2011
Bank of America October 1999 - November 2004
Skills
Cash Management, Treasury Services, Banking, Commercial Banking, Payments, Treasury Management, Financial Services, Retail Banking, Relationship Management, Internet Banking
Education
State University of New York College of Agriculture and Technology at Morrisville
State Street Global Advisors September 2011 - Present
BNY Mellon March 2006 - August 2011
Skills
Fixed Income, Pension Funds, Investments, Hedge Funds, Equities, Financial Risk, Financial Markets, Derivatives, Bloomberg, Bonds, Investment Management, Mutual Funds, Securities, Bloomberg Terminal
Education
SUNY Potsdam 1995 — 1999
Bachelor of Arts (B.A.), Economics
BNY Mellon 1992 - 2012
Education
State University of New York at Oswego 1963 — 1967
Bachelor's degree, Elementary Education and Teaching
Bank of New York Mellon 2005 - 2010
BNY Mellon 2004 - 2009
Skills
Project Management, COBOLII
Education
SUNY Oswego
Bachelor of Applied Science (B.A.Sc.), Computer Science
BNY Mellon November 2007 - Present
TD June 2005 - November 2007
Education
SUNY Plattsburgh 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Management and Operations
BNY Mellon December 2014 - Present
BNY Mellon May 2014 - December 2014
Solvay Glass October 2013 - May 2014
UV3 Sunglases May 2012 - September 2012
Skills
Business Management, Economics, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Marketing, PowerPoint, Sales, Social Networking, Research, Time Management
Education
State University of New York College at Oswego 2008 — 2014
Bachelor's Degree, Business Administration, Graduation Date: December 2014
West Genesee Senior High School 2004 — 2008
Regents Diploma with Honors
ICBC Standard Resources August 2005 - Present
BNY Mellon August 2000 - July 2005
Skills
Precious Metals, Trading, Sales, Gold, Base Metals, Derivatives, Investment Banking, Investments, Financial Markets, Equities, Bloomberg, Hedging, Hedge Funds
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
St Marys High School 1992 — 1996
Hudson Advisors, LLC October 2011 - Present
C-III Asset Management LLC June 2011 - October 2011
BNY Mellon November 2004 - June 2011
Skills
Investor Reporting, Cash Management, Asset Management, Valuation, Private Equity, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Real Estate Economics, Real Estate
Education
Stephen F. Austin State University
BNY Mellon August 2013 - Present
BNY Mellon December 2009 - August 2013
BNY Mellon August 2007 - December 2009
Skills
Exchange Traded..., Alternative Investments, Futures, Options, Hedge Funds, Fund Of Funds, Securities Settlement, Settlement, Securities, Back Office, Fixed Income, Equities, Financial Services
Education
State University of New York College at Oswego 2003 — 2007
Bachelor of Science (BS), Finance, General