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
Anthony R. Lahout Anthony R. Lahout's BNY Mellon Experience May 2008 - August 2008
Job Athlete and Media Relations Manager at Spyder Active Sports
Industry Public Relations and Communications
Experience
Spyder Active Sports March 2014 - Present
Smith Sport Optics May 2013 - February 2014
Guthy-Renker September 2012 - February 2013
Guthy-Renker October 2011 - September 2012
True Religion Brand Jeans August 2011 - October 2011
Putnam Investments May 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Digital Marketing, Public Relations, Project Planning, Social Media Marketing, Digital Strategy, Action Sports, Retail Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Entrepreneurship
Bentley University
BA, Finance
Scuola Lorenzo de' Medici
University College Dublin
Spyder Active Sports March 2014 - Present
Smith Sport Optics May 2013 - February 2014
Guthy-Renker September 2012 - February 2013
Guthy-Renker October 2011 - September 2012
True Religion Brand Jeans August 2011 - October 2011
Putnam Investments May 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Digital Marketing, Public Relations, Project Planning, Social Media Marketing, Digital Strategy, Action Sports, Retail Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Entrepreneurship
Bentley University
BA, Finance
Scuola Lorenzo de' Medici
University College Dublin
Danwen Sun Danwen Sun's BNY Mellon Experience August 2013 - September 2013
Job Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane July 2015 - Present
Guotai Junan Securities Co., Ltd March 2014 - June 2014
Deutsche Bank January 2014 - January 2014
Huatai United Securities Co.,Ltd September 2013 - December 2013
BNY Mellon August 2013 - September 2013
Bank of China July 2013 - August 2013
Skills
English, Microsoft Excel, Research, Teamwork, Outlook, Microsoft Word, PowerPoint, Banking, Teaching, Windows, Public Speaking, Negotiation, Analysis, Microsoft Office, Entertainment Industry, Visio, Microsoft SQL Server, Teradata SQL, Tableau, Data Analysis
Education
University of Virginia 2014 — 2015
Master of Science (M.S.), Commerce- Financial Services Track
Beijing Foreign Studies University 2010 — 2014
Bachelor of Economics, International Business/Trade/Commerce
University of Applied Sciences Northwestern Switzerland (fhnw) 2012 — 2013
International Business, 5.4/6.0
High School Attached to CNU 2007 — 2010
Science
Hamilton Lane July 2015 - Present
Guotai Junan Securities Co., Ltd March 2014 - June 2014
Deutsche Bank January 2014 - January 2014
Huatai United Securities Co.,Ltd September 2013 - December 2013
BNY Mellon August 2013 - September 2013
Bank of China July 2013 - August 2013
Skills
English, Microsoft Excel, Research, Teamwork, Outlook, Microsoft Word, PowerPoint, Banking, Teaching, Windows, Public Speaking, Negotiation, Analysis, Microsoft Office, Entertainment Industry, Visio, Microsoft SQL Server, Teradata SQL, Tableau, Data Analysis
Education
University of Virginia 2014 — 2015
Master of Science (M.S.), Commerce- Financial Services Track
Beijing Foreign Studies University 2010 — 2014
Bachelor of Economics, International Business/Trade/Commerce
University of Applied Sciences Northwestern Switzerland (fhnw) 2012 — 2013
International Business, 5.4/6.0
High School Attached to CNU 2007 — 2010
Science
Sahil Makhija's BNY Mellon Experience July 2008 - September 2013
Job Sr. Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2008 - September 2013
Skills
Financial Reporting, Management, Auditing, Project Management, Process Improvement, Teamwork, Fund Accounting, Financial Statements, Microsoft Excel, Bank Reconciliation, Finance
Education
Northeastern University 2010 — 2013
Master's degree, Project Management, 3.71
Bay State College 2004 — 2008
Bachelor of Science (B.Sc.), Business Administration and Management, General
Bay State College 2004 — 2007
Associate of Science (A.S.), Accounting
BNY Mellon July 2008 - September 2013
Skills
Financial Reporting, Management, Auditing, Project Management, Process Improvement, Teamwork, Fund Accounting, Financial Statements, Microsoft Excel, Bank Reconciliation, Finance
Education
Northeastern University 2010 — 2013
Master's degree, Project Management, 3.71
Bay State College 2004 — 2008
Bachelor of Science (B.Sc.), Business Administration and Management, General
Bay State College 2004 — 2007
Associate of Science (A.S.), Accounting
Andrew Zimmer Andrew Zimmer's BNY Mellon Experience January 2007 - April 2008
Job Natural Gas Marketing Coordinator at EDF Trading
Industry Oil & Energy
Experience
EDF Trading December 2009 - Present
EDF Trading January 2009 - November 2009
EDF Trading April 2008 - December 2008
BNY Mellon January 2007 - April 2008
Skills
Commodity Markets, Financial Modeling, Financial Analysis, Natural Gas, Energy, Commodity, Derivatives, Valuation, Risk Management, Corporate Finance, Analysis, Forecasting, Microsoft Excel, Finance, Accounting
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance
EDF Trading December 2009 - Present
EDF Trading January 2009 - November 2009
EDF Trading April 2008 - December 2008
BNY Mellon January 2007 - April 2008
Skills
Commodity Markets, Financial Modeling, Financial Analysis, Natural Gas, Energy, Commodity, Derivatives, Valuation, Risk Management, Corporate Finance, Analysis, Forecasting, Microsoft Excel, Finance, Accounting
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance
Amaury A Rodriguez Alvarez Amaury A Rodriguez Alvarez's BNY Mellon Experience July 2006 - June 2010
Job Key Account Specialist at Brisas Del Caribe Corp.
Industry Banking
Experience
Brisas Del Caribe Corp. July 2010 - Present
BNY Mellon July 2006 - June 2010
JPMorgan Chase October 2005 - July 2006
Rd Capital June 2004 - June 2005
Skills
Banking, Retail Banking, Retail Sales, Key Account Management, Financial Analysis, Data Analysis, Sales Management, Sales Operations, Direct Sales, Corporate Finance, Finance, Financial Reporting, Management
Education
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance, General
RMIT University 2003 — 2003
Bachelor of Science (BS), Finance, General
Academia Del Perpetuo Socorro 1988 — 2000
High School Diploma
Brisas Del Caribe Corp. July 2010 - Present
BNY Mellon July 2006 - June 2010
JPMorgan Chase October 2005 - July 2006
Rd Capital June 2004 - June 2005
Skills
Banking, Retail Banking, Retail Sales, Key Account Management, Financial Analysis, Data Analysis, Sales Management, Sales Operations, Direct Sales, Corporate Finance, Finance, Financial Reporting, Management
Education
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance, General
RMIT University 2003 — 2003
Bachelor of Science (BS), Finance, General
Academia Del Perpetuo Socorro 1988 — 2000
High School Diploma
Evren Yilmazer Evren Yilmazer's BNY Mellon Experience February 1998 - March 1999
Job Account Manager
Industry Information Technology and Services
Experience
LeapFrog Systems July 2014 - March 2015
TandemSeven July 2013 - July 2014
Sapient Global Markets January 2012 - June 2013
Charles River Development May 2008 - January 2012
Ascend Consulting March 2004 - May 2008
CSC Consulting August 2000 - March 2004
Bentley University September 2001 - December 2001
SunGard March 1999 - July 2000
BNY Mellon February 1998 - March 1999
The Facilities Resource Management Company June 1997 - February 1998
Education
Bentley University 1998 — 2000
Master of Science (M.S.), Computer Information Systems
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science (B.S.), International Business and Economics
LeapFrog Systems July 2014 - March 2015
TandemSeven July 2013 - July 2014
Sapient Global Markets January 2012 - June 2013
Charles River Development May 2008 - January 2012
Ascend Consulting March 2004 - May 2008
CSC Consulting August 2000 - March 2004
Bentley University September 2001 - December 2001
SunGard March 1999 - July 2000
BNY Mellon February 1998 - March 1999
The Facilities Resource Management Company June 1997 - February 1998
Education
Bentley University 1998 — 2000
Master of Science (M.S.), Computer Information Systems
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science (B.S.), International Business and Economics
Ozlem Yilmazer Ozlem Yilmazer's BNY Mellon Experience February 1998 - March 1999
Job Account Manager
Industry Information Technology and Services
Experience
LeapFrog Systems July 2014 - March 2015
TandemSeven July 2013 - July 2014
Sapient Global Markets January 2012 - June 2013
Charles River Development May 2008 - January 2012
Ascend March 2004 - May 2008
CSC - Computer Sciences Corporation August 2000 - March 2004
Bentley College September 2001 - December 2001
SunGard March 1999 - July 2000
BNY Mellon February 1998 - March 1999
Facilities Resource Management June 1997 - February 1998
Skills
Customer Relations, PMP, Agile Methodologies, Analysis, Analytics, Business Analysis, Business Process..., CRM, Change Management, Consulting, Customer Service, Enterprise Software, Derivatives, Equities, Financial Services, Fixed Income, IT Strategy, Leadership, Management, Management Consulting, Order Management, Process Improvement, Portfolio Management, Professional Services, Project Management, Program Management, Requirements Gathering, Requirements Analysis, SDLC, Risk Management, Strategic Planning, Software Project..., Trading Systems, Team Leadership, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MSCIS, Computer Information Systems
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelors of Business Administration, Double Major in International Business Management and Economics
LeapFrog Systems July 2014 - March 2015
TandemSeven July 2013 - July 2014
Sapient Global Markets January 2012 - June 2013
Charles River Development May 2008 - January 2012
Ascend March 2004 - May 2008
CSC - Computer Sciences Corporation August 2000 - March 2004
Bentley College September 2001 - December 2001
SunGard March 1999 - July 2000
BNY Mellon February 1998 - March 1999
Facilities Resource Management June 1997 - February 1998
Skills
Customer Relations, PMP, Agile Methodologies, Analysis, Analytics, Business Analysis, Business Process..., CRM, Change Management, Consulting, Customer Service, Enterprise Software, Derivatives, Equities, Financial Services, Fixed Income, IT Strategy, Leadership, Management, Management Consulting, Order Management, Process Improvement, Portfolio Management, Professional Services, Project Management, Program Management, Requirements Gathering, Requirements Analysis, SDLC, Risk Management, Strategic Planning, Software Project..., Trading Systems, Team Leadership, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MSCIS, Computer Information Systems
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelors of Business Administration, Double Major in International Business Management and Economics
Eric Folkemer Eric Folkemer's BNY Mellon Experience October 2002 - 2004
Job Vice President at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX October 2011 - Present
NASDAQ OMX September 2005 - October 2011
NASDAQ May 2004 - September 2005
BNY Mellon October 2002 - 2004
Skills
Mergers, Investor Relations, Capital Markets, Mergers & Acquisitions, Strategy, New Business Development, Corporate Communications, Investments, Equities, Investment Banking, Private Equity, Financial Modeling, Corporate Law, Valuation, Venture Capital, Securities, Financial Markets, M&A experience, Acquisitions, Financial Services
Education
Bates College 1998 — 2002
BA, Major in Mathematics, Minor in Economics
NASDAQ OMX October 2011 - Present
NASDAQ OMX September 2005 - October 2011
NASDAQ May 2004 - September 2005
BNY Mellon October 2002 - 2004
Skills
Mergers, Investor Relations, Capital Markets, Mergers & Acquisitions, Strategy, New Business Development, Corporate Communications, Investments, Equities, Investment Banking, Private Equity, Financial Modeling, Corporate Law, Valuation, Venture Capital, Securities, Financial Markets, M&A experience, Acquisitions, Financial Services
Education
Bates College 1998 — 2002
BA, Major in Mathematics, Minor in Economics
Bingyu (Vera) Su's BNY Mellon Experience July 2015 - Present
Job nonlicensing CPA
Industry Accounting
Experience
BNY Mellon July 2015 - Present
Bentley University Information process management dept. September 2014 - May 2015
XCM Solutions, LLC February 2015 - April 2015
Girl Scouts of Eastern Massachusetts June 2014 - August 2014
The Marble Collection, Inc. [TMC] February 2014 - May 2014
Allston Brighton Area Planning Action Council (APAC) November 2013 - April 2014
Zhongshen Asia-Pacific Accounting Firm, Ltd. March 2013 - July 2013
Skills
Financial Reporting, Auditing, Tax, Accounting, ERP, Management, Corporate Tax, Income Tax, Internal Controls, Time Management, QuickBooks, Financial Statements, Journal Entries, Payroll, Budgets
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting & Tax certification
Zhongnan University of Economics and Law 2009 — 2013
Bachelor of Business Administration (BBA), CGA (Certified General Accountants Association of Canada)
BNY Mellon July 2015 - Present
Bentley University Information process management dept. September 2014 - May 2015
XCM Solutions, LLC February 2015 - April 2015
Girl Scouts of Eastern Massachusetts June 2014 - August 2014
The Marble Collection, Inc. [TMC] February 2014 - May 2014
Allston Brighton Area Planning Action Council (APAC) November 2013 - April 2014
Zhongshen Asia-Pacific Accounting Firm, Ltd. March 2013 - July 2013
Skills
Financial Reporting, Auditing, Tax, Accounting, ERP, Management, Corporate Tax, Income Tax, Internal Controls, Time Management, QuickBooks, Financial Statements, Journal Entries, Payroll, Budgets
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting & Tax certification
Zhongnan University of Economics and Law 2009 — 2013
Bachelor of Business Administration (BBA), CGA (Certified General Accountants Association of Canada)
Raymond Creta Raymond Creta's BNY Mellon Experience 1992 - Present
Job Senior Software Analyst / Project Leader
Industry Computer Software
Experience
BNY Mellon 1992 - Present
NCCI – National Council on Compensation Insurance 1991 - 1992
ATC – Advanced Telecommunications Corporation 1988 - 1991
The Boston Company 1987 - 1988
Skills
IBM Mainframe, COBOL, JCL, Easytrieve, Fortran, DCL, VAX, Web Development, HTML, CSS, PHP, Red Hat Linux, Python, SDLC, JavaScript, WordPress, Problem Solving, Software Development, Project Coordination
Education
Walden University 2013 — 2015
Master of Science (M.S.), in Information Systems
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Management Information Systems and Services
BNY Mellon 1992 - Present
NCCI – National Council on Compensation Insurance 1991 - 1992
ATC – Advanced Telecommunications Corporation 1988 - 1991
The Boston Company 1987 - 1988
Skills
IBM Mainframe, COBOL, JCL, Easytrieve, Fortran, DCL, VAX, Web Development, HTML, CSS, PHP, Red Hat Linux, Python, SDLC, JavaScript, WordPress, Problem Solving, Software Development, Project Coordination
Education
Walden University 2013 — 2015
Master of Science (M.S.), in Information Systems
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Management Information Systems and Services
Colin Pratt's BNY Mellon Experience July 2009 - February 2010
Job Analyst Human Capital Practice at Willis
Industry Insurance
Experience
Willis of Massachusetts August 2013 - Present
Liberty Mutual Insurance February 2010 - August 2013
BNY Mellon July 2009 - February 2010
Brown Brothers Harriman June 2008 - August 2008
Skills
Analysis, Finance, Employee Benefits
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics - Finance
Willis of Massachusetts August 2013 - Present
Liberty Mutual Insurance February 2010 - August 2013
BNY Mellon July 2009 - February 2010
Brown Brothers Harriman June 2008 - August 2008
Skills
Analysis, Finance, Employee Benefits
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics - Finance
Charles Figueroa's BNY Mellon Experience September 2008 - May 2013
Job Family Support Worker at Community Health Link
Industry Financial Services
Experience
Community Health Link September 2013 - Present
YMCA 2007 - 2014
BNY Mellon September 2008 - May 2013
PNC Bank / BNY Mellon September 2008 - May 2013
State Street Bank December 2006 - May 2008
State Street Bank February 2003 - December 2006
Evergreen Investments/Boston Financial Data Services November 2000 - February 2003
Brown Brothers Harriman June 1999 - November 2000
State Street Bank March 1998 - May 1999
Chase Manhattan Bank, N.A June 1995 - March 1998
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Portfolio Management, Relationship Management, Credit, Equities, Securities, Investments, Vendor Management, Business Analysis, Financial Analysis, Process Improvement, Fixed Income, Loans, Wealth Management, Financial Risk, Asset Management, Mergers & Acquisitions, Account Reconciliation, Trading
Education
Becker College 2005 — 2007
BSBA, Management
Cornell University 1997 — 1997
Certificate, Business Administration
Community Health Link September 2013 - Present
YMCA 2007 - 2014
BNY Mellon September 2008 - May 2013
PNC Bank / BNY Mellon September 2008 - May 2013
State Street Bank December 2006 - May 2008
State Street Bank February 2003 - December 2006
Evergreen Investments/Boston Financial Data Services November 2000 - February 2003
Brown Brothers Harriman June 1999 - November 2000
State Street Bank March 1998 - May 1999
Chase Manhattan Bank, N.A June 1995 - March 1998
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Portfolio Management, Relationship Management, Credit, Equities, Securities, Investments, Vendor Management, Business Analysis, Financial Analysis, Process Improvement, Fixed Income, Loans, Wealth Management, Financial Risk, Asset Management, Mergers & Acquisitions, Account Reconciliation, Trading
Education
Becker College 2005 — 2007
BSBA, Management
Cornell University 1997 — 1997
Certificate, Business Administration
Daniel Guo Daniel Guo's BNY Mellon Experience June 2012 - August 2012
Job Software Engineer at Oracle
Industry Computer Software
Experience
Oracle October 2012 - Present
BNY Mellon June 2012 - August 2012
Skills
Java, JSP, Eclipse, Java Enterprise Edition, Software Engineering, Data Structures, Machine Learning, Algorithms, C++, MySQL, SQL, JavaScript, Python, HTML, XML, CSS, Data Mining, JAX-RS
Education
Carnegie Mellon University 2011 — 2012
Master's degree, Computer Science
Beijing Jiaotong University 2007 — 2011
Bachelor's degree, Computer Science
Oracle October 2012 - Present
BNY Mellon June 2012 - August 2012
Skills
Java, JSP, Eclipse, Java Enterprise Edition, Software Engineering, Data Structures, Machine Learning, Algorithms, C++, MySQL, SQL, JavaScript, Python, HTML, XML, CSS, Data Mining, JAX-RS
Education
Carnegie Mellon University 2011 — 2012
Master's degree, Computer Science
Beijing Jiaotong University 2007 — 2011
Bachelor's degree, Computer Science
Robert (Bobby) Tarr's BNY Mellon Experience January 2013 - January 2015
Job Financial Analyst at WinnCompanies
Industry Financial Services
Experience
WinnCompanies January 2015 - Present
BNY Mellon January 2013 - January 2015
Progress Software June 2012 - January 2013
Bentley University October 2008 - March 2012
Rosewood Nursing Home May 2006 - August 2010
Skills
Financial Analysis, Accounting, Microsoft Excel, Finance, Microsoft Office, Bloomberg, Dependable Team Player, Financial Reporting, Corporate Finance, Research, SAP, Data Analysis, Access, Business Planning, Salesforce.com, PowerPoint, Team Leadership, Argus Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science; MBA, Economics-Finance
WinnCompanies January 2015 - Present
BNY Mellon January 2013 - January 2015
Progress Software June 2012 - January 2013
Bentley University October 2008 - March 2012
Rosewood Nursing Home May 2006 - August 2010
Skills
Financial Analysis, Accounting, Microsoft Excel, Finance, Microsoft Office, Bloomberg, Dependable Team Player, Financial Reporting, Corporate Finance, Research, SAP, Data Analysis, Access, Business Planning, Salesforce.com, PowerPoint, Team Leadership, Argus Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science; MBA, Economics-Finance
Alexa Ficke's BNY Mellon Experience June 2013 - August 2014
Job Bentley University Student
Industry Accounting
Experience
BNY Mellon June 2013 - August 2014
Bentley University Service Learning September 2011 - May 2014
Crystal Springs Resort May 2012 - August 2012
M. V. Csicseri CPA June 2010 - August 2011
giggle June 2008 - September 2008
Wolford June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Peachtree, Public Speaking, Social Media, QuickBooks, Customer Service, Access, Retail, TeamMate, Auditing, Internal Audit, Accounting
Education
Bentley University 2014 — 2015
Master's degree, Accounting
Bentley University 2011 — 2014
Bachelor's degree, Accounting
BNY Mellon June 2013 - August 2014
Bentley University Service Learning September 2011 - May 2014
Crystal Springs Resort May 2012 - August 2012
M. V. Csicseri CPA June 2010 - August 2011
giggle June 2008 - September 2008
Wolford June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Peachtree, Public Speaking, Social Media, QuickBooks, Customer Service, Access, Retail, TeamMate, Auditing, Internal Audit, Accounting
Education
Bentley University 2014 — 2015
Master's degree, Accounting
Bentley University 2011 — 2014
Bachelor's degree, Accounting
Jessica (Burns) Weber's BNY Mellon Experience June 2007 - June 2008
Job Independent Sage Timberline Consultant at DSG Technologies, Inc.
Industry Facilities Services
Experience
DSG Technologies, Inc. September 2014 - Present
Medford Wellington Service 2009 - Present
Medford Wellington Service 2008 - 2009
BNY Mellon June 2007 - June 2008
Medford Wellington Service 2003 - 2007
Skills
Management, Sage Timberline Office, Sage 300 ERP, Customer Service, Process Improvement, Crystal Reports 10.0, Budgets, Contract Negotiation, Sales, Leadership, Microsoft Excel, Strategic Planning, Forecasting, Microsoft Office, Financial Analysis, Outlook, Account Management, Team Building, Microsoft Word, Project Management, Contract Management, Negotiation, PowerPoint, Operations Management
Education
Bentley University 1995 — 1999
BA, International Economics
York High School
DSG Technologies, Inc. September 2014 - Present
Medford Wellington Service 2009 - Present
Medford Wellington Service 2008 - 2009
BNY Mellon June 2007 - June 2008
Medford Wellington Service 2003 - 2007
Skills
Management, Sage Timberline Office, Sage 300 ERP, Customer Service, Process Improvement, Crystal Reports 10.0, Budgets, Contract Negotiation, Sales, Leadership, Microsoft Excel, Strategic Planning, Forecasting, Microsoft Office, Financial Analysis, Outlook, Account Management, Team Building, Microsoft Word, Project Management, Contract Management, Negotiation, PowerPoint, Operations Management
Education
Bentley University 1995 — 1999
BA, International Economics
York High School
Jim Scally, CFP®'s BNY Mellon Experience May 1996 - May 1997
Job Partner, Senior Wealth Manager at Heritage Financial Services, Inc.
Industry Financial Services
Experience
Heritage Financial Services, LLC June 1997 - Present
BNY Mellon May 1996 - May 1997
Skills
Wealth Management, Certified Financial..., Strategic Financial..., Retirement Planning, Personal Financial..., Asset Allocation, Investment Advisory, Investments, Insurance
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance
College for Financial Planning
Financial Planning and Services
Heritage Financial Services, LLC June 1997 - Present
BNY Mellon May 1996 - May 1997
Skills
Wealth Management, Certified Financial..., Strategic Financial..., Retirement Planning, Personal Financial..., Asset Allocation, Investment Advisory, Investments, Insurance
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance
College for Financial Planning
Financial Planning and Services
Lindsay Klein's BNY Mellon Experience May 2013 - August 2013
Job J.D. Candidate at The George Washington University Law School
Industry
Experience
United States District Court, District of New Jersey May 2015 - July 2015
Princeton University Press August 2013 - December 2013
BNY Mellon May 2013 - August 2013
The College of New Jersey May 2012 - May 2013
The College of New Jersey May 2011 - May 2012
Black Bear Lake Day Camp May 2011 - August 2011
Cooper Square Realty, Inc. May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Budgets, Editing, Teamwork, Leadership, Team Leadership
Education
The George Washington University Law School 2015 — 2017
Doctor of Law (J.D.)
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2015
Doctor of Law (J.D.)
The College of New Jersey 2009 — 2013
Bachelor of Arts (B.A.), English; Managerial Accounting and Law, Politics, & Philosophy minors
Colts Neck High School 2005 — 2009
Diploma
United States District Court, District of New Jersey May 2015 - July 2015
Princeton University Press August 2013 - December 2013
BNY Mellon May 2013 - August 2013
The College of New Jersey May 2012 - May 2013
The College of New Jersey May 2011 - May 2012
Black Bear Lake Day Camp May 2011 - August 2011
Cooper Square Realty, Inc. May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Budgets, Editing, Teamwork, Leadership, Team Leadership
Education
The George Washington University Law School 2015 — 2017
Doctor of Law (J.D.)
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2015
Doctor of Law (J.D.)
The College of New Jersey 2009 — 2013
Bachelor of Arts (B.A.), English; Managerial Accounting and Law, Politics, & Philosophy minors
Colts Neck High School 2005 — 2009
Diploma
Alexander Grotevant's BNY Mellon Experience June 2014 - August 2014
Job Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank July 2015 - Present
COMPASS Wealth Mgmt., LLC January 2015 - April 2015
BNY Mellon June 2014 - August 2014
Cape Cod Five Cents Savings Bank May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Leadership Development, Financial Analysis, Outlook, Access, Management, Economics, Leadership, Team Leadership, Teamwork, Microsoft Office, Time Management, PowerPoint, Public Speaking, Finance, Data Analysis, Investments, Accounting, Customer Service, Social Media, Research
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.): Economics and Finance, Bachelor of Arts (B.A.): Global Perspectives, Senior
Shanghai University of Finance and Economics 2014 — 2014
International Business and Mandarin
Royal Holloway, U. of London 2013 — 2013
Economics and Business Management
Sandwich High School 2008 — 2011
Silicon Valley Bank July 2015 - Present
COMPASS Wealth Mgmt., LLC January 2015 - April 2015
BNY Mellon June 2014 - August 2014
Cape Cod Five Cents Savings Bank May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Leadership Development, Financial Analysis, Outlook, Access, Management, Economics, Leadership, Team Leadership, Teamwork, Microsoft Office, Time Management, PowerPoint, Public Speaking, Finance, Data Analysis, Investments, Accounting, Customer Service, Social Media, Research
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.): Economics and Finance, Bachelor of Arts (B.A.): Global Perspectives, Senior
Shanghai University of Finance and Economics 2014 — 2014
International Business and Mandarin
Royal Holloway, U. of London 2013 — 2013
Economics and Business Management
Sandwich High School 2008 — 2011
Caroline Sheedy, MBA's BNY Mellon Experience June 2008 - July 2008
Job Marketing Manager at DraftKings, Inc.
Industry Marketing and Advertising
Experience
DraftKings, Inc. March 2015 - Present
Vistaprint April 2012 - December 2014
Vistaprint July 2009 - April 2012
Ameriprise Financial September 2008 - May 2009
Bentley University Office of Financial Aid September 2005 - May 2009
BNY Mellon June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Analytics, Financial Analysis, Microsoft Word, Facebook, Email Marketing, Direct Mail Campaigns, CRM, Direct Mail, Online Marketing, Segmentation, Marketing Strategy, Direct Marketing, Customer Retention, E-commerce
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Marketing and Management
Bentley University 2005 — 2009
BS, Finance
DraftKings, Inc. March 2015 - Present
Vistaprint April 2012 - December 2014
Vistaprint July 2009 - April 2012
Ameriprise Financial September 2008 - May 2009
Bentley University Office of Financial Aid September 2005 - May 2009
BNY Mellon June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Analytics, Financial Analysis, Microsoft Word, Facebook, Email Marketing, Direct Mail Campaigns, CRM, Direct Mail, Online Marketing, Segmentation, Marketing Strategy, Direct Marketing, Customer Retention, E-commerce
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Marketing and Management
Bentley University 2005 — 2009
BS, Finance
Sophia Luksana Puttan Sophia Luksana Puttan's BNY Mellon Experience February 2014 - Present
Job Trust Administrator at BNY Mellon
Industry Computer Software
Experience
BNY Mellon February 2014 - Present
Ariba January 2014 - Present
Nicky’s Thai Kitchen February 2013 - January 2014
Think Communications Inc. September 2012 - January 2013
Dessau International Inc. May 2011 - July 2012
Rama Enterprises Inc September 2009 - August 2011
Shelly Steffee July 2009 - September 2009
Limoserve Strong Wheel Co. LTD June 2004 - July 2005
Skills
Sales, Customer Service, Marketing Strategy, Market Research, Social Media Marketing, Digital Marketing, Integrated Marketing, Social Media, Marketing, Direct Marketing, Marketing Communications, Online Advertising, Leadership
Education
Point Park University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
City University of New York-Baruch College 2008 — 2009
Contemporary American Business Practices Certificate (CABP), Marketing
Bangkok University 2001 — 2004
Bachelor of Arts, English Major, Hotel Tourism Minor
BNY Mellon February 2014 - Present
Ariba January 2014 - Present
Nicky’s Thai Kitchen February 2013 - January 2014
Think Communications Inc. September 2012 - January 2013
Dessau International Inc. May 2011 - July 2012
Rama Enterprises Inc September 2009 - August 2011
Shelly Steffee July 2009 - September 2009
Limoserve Strong Wheel Co. LTD June 2004 - July 2005
Skills
Sales, Customer Service, Marketing Strategy, Market Research, Social Media Marketing, Digital Marketing, Integrated Marketing, Social Media, Marketing, Direct Marketing, Marketing Communications, Online Advertising, Leadership
Education
Point Park University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
City University of New York-Baruch College 2008 — 2009
Contemporary American Business Practices Certificate (CABP), Marketing
Bangkok University 2001 — 2004
Bachelor of Arts, English Major, Hotel Tourism Minor
Christine Speciale's BNY Mellon Experience June 1990 - March 1999
Job Business Manager at Hancock Nursery School
Industry Education Management
Experience
Hancock Nursery School 2008 - Present
BNY Mellon June 1990 - March 1999
Education
Bentley College 1986 — 1990
Bachelor's degree Finance
Hancock Nursery School 2008 - Present
BNY Mellon June 1990 - March 1999
Education
Bentley College 1986 — 1990
Bachelor's degree Finance
Kevin Laurendeau's BNY Mellon Experience March 2008 - Present
Job Vice President Talent Acquisition, BNY Mellon
Industry Human Resources
Experience
BNY Mellon March 2008 - Present
Lionbridge Technologies September 2006 - January 2008
Liberty Mutual April 2005 - August 2006
Corporate Express June 2004 - April 2005
MetLife November 2003 - June 2004
Genesis Health Ventures December 1995 - November 2003
Skills
Training & Development, Employee/Labor Relations, Project Execution, Business Strategy, HR Strategy, Collective Bargaining, Coaching, Performance Management, Talent Management, Mergers, Organizational..., Onboarding, Talent Acquisition, Project Management, Leadership, Employee Training, Strategy, Personnel Management, Labor Relations, Training, Succession Planning, Employee Engagement, Employee Relations, Deferred Compensation, Applicant Tracking..., College Recruiting, Workforce Planning, Recruiting, HRIS, Employee Benefits, Internet Recruiting, Technical Recruiting, Executive Search, Sourcing, Employer Branding, Temporary Placement, Management, Human Resources, Strategic Planning
Education
Lesley University 2003 — 2006
Masters, Management Science
Bentley University 1996 — 1998
Certificate, Human Resources Management
Bentley University 1990 — 1994
Bachelors, Management
BNY Mellon March 2008 - Present
Lionbridge Technologies September 2006 - January 2008
Liberty Mutual April 2005 - August 2006
Corporate Express June 2004 - April 2005
MetLife November 2003 - June 2004
Genesis Health Ventures December 1995 - November 2003
Skills
Training & Development, Employee/Labor Relations, Project Execution, Business Strategy, HR Strategy, Collective Bargaining, Coaching, Performance Management, Talent Management, Mergers, Organizational..., Onboarding, Talent Acquisition, Project Management, Leadership, Employee Training, Strategy, Personnel Management, Labor Relations, Training, Succession Planning, Employee Engagement, Employee Relations, Deferred Compensation, Applicant Tracking..., College Recruiting, Workforce Planning, Recruiting, HRIS, Employee Benefits, Internet Recruiting, Technical Recruiting, Executive Search, Sourcing, Employer Branding, Temporary Placement, Management, Human Resources, Strategic Planning
Education
Lesley University 2003 — 2006
Masters, Management Science
Bentley University 1996 — 1998
Certificate, Human Resources Management
Bentley University 1990 — 1994
Bachelors, Management
Heather Clark's BNY Mellon Experience May 2012 - May 2015
Job
Industry Financial Services
Experience
Liberty Mutual Insurance May 2015 - Present
BNY Mellon May 2012 - May 2015
Liberty Mutual Insurance October 2009 - May 2012
Liberty Mutual Insurance September 2005 - October 2009
Skills
Onboarding, Taleo, Process Improvement, Internet Recruiting, Recruiting, Sourcing, Financial Services, Property & Casualty..., Talent Acquisition, Talent Intelligence
Education
Bellarmine University 1998 — 2002
B.A., Communications
Liberty Mutual Insurance May 2015 - Present
BNY Mellon May 2012 - May 2015
Liberty Mutual Insurance October 2009 - May 2012
Liberty Mutual Insurance September 2005 - October 2009
Skills
Onboarding, Taleo, Process Improvement, Internet Recruiting, Recruiting, Sourcing, Financial Services, Property & Casualty..., Talent Acquisition, Talent Intelligence
Education
Bellarmine University 1998 — 2002
B.A., Communications
Alexander Yee Alexander Yee's BNY Mellon Experience May 2015 - Present
Job
Industry Accounting
Experience
BNY Mellon May 2015 - Present
Consigli Construction Co., Inc. June 2014 - January 2015
Bentley University January 2013 - September 2014
Skills
Interpersonal Skill, Communication, Versatile, Always Punctual, Integrity, Time Management, Goal Oriented, Social Skills, Critical Thinking, People Skills, Determination, Diligent, Accountability, Close Attention to..., Learning Quickly, Business, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Leadership, Outlook, Microsoft Office, Team Leadership, Financial Accounting, Nonprofits, Accounting, Bookkeeping, Spreadsheets, Data Entry, Social Networking
Education
Bentley University 2012 — 2015
Accounting, 3.20
UMass Lowell 2011 — 2012
Finance, General
BNY Mellon May 2015 - Present
Consigli Construction Co., Inc. June 2014 - January 2015
Bentley University January 2013 - September 2014
Skills
Interpersonal Skill, Communication, Versatile, Always Punctual, Integrity, Time Management, Goal Oriented, Social Skills, Critical Thinking, People Skills, Determination, Diligent, Accountability, Close Attention to..., Learning Quickly, Business, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Leadership, Outlook, Microsoft Office, Team Leadership, Financial Accounting, Nonprofits, Accounting, Bookkeeping, Spreadsheets, Data Entry, Social Networking
Education
Bentley University 2012 — 2015
Accounting, 3.20
UMass Lowell 2011 — 2012
Finance, General
Claire Salomon's BNY Mellon Experience July 2014 - January 2015
Job Grant Management Coordinator at Year Up
Industry Hospitality
Experience
Year Up August 2015 - Present
BNY Mellon July 2014 - January 2015
Sunglass Hut June 2010 - March 2013
Meadhall April 2011 - November 2012
New York & Company September 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Microsoft Office, Event Planning, Teamwork
Education
YearUp/ Cambridge College 2014 — 2015
Bachelor of Science (BS), Financial Operations Training
Le Cordon Bleu College of Culinary Arts 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Bay State College 2009 — 2010
Bachelor's degree, Hospitality Administration/Management
Year Up August 2015 - Present
BNY Mellon July 2014 - January 2015
Sunglass Hut June 2010 - March 2013
Meadhall April 2011 - November 2012
New York & Company September 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Microsoft Office, Event Planning, Teamwork
Education
YearUp/ Cambridge College 2014 — 2015
Bachelor of Science (BS), Financial Operations Training
Le Cordon Bleu College of Culinary Arts 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Bay State College 2009 — 2010
Bachelor's degree, Hospitality Administration/Management
Kara Greenberg Kara Greenberg's BNY Mellon Experience November 2014 - Present
Job Regulatory Administration Associate at BNY Mellon
Industry
Experience
BNY Mellon November 2014 - Present
Boston University May 2014 - September 2014
Boston University 2011 - 2014
American Schools of Oriental Research May 2013 - August 2013
Boston University May 2013 - August 2013
Starbucks 2010 - 2012
Skills
Research, Writing, Customer Service, Multimedia, Visual Storytelling, International..., International Relations, Microsoft Excel, Final Cut Pro, Microsoft Word, Statistical Data..., Intercultural..., Qualitative &...
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Boston University 2010 — 2014
Bachelor of Science (B.S.), Journalism
Beijing Language and Culture University
Norcross High School 2006 — 2010
International Baccalaureate
BNY Mellon November 2014 - Present
Boston University May 2014 - September 2014
Boston University 2011 - 2014
American Schools of Oriental Research May 2013 - August 2013
Boston University May 2013 - August 2013
Starbucks 2010 - 2012
Skills
Research, Writing, Customer Service, Multimedia, Visual Storytelling, International..., International Relations, Microsoft Excel, Final Cut Pro, Microsoft Word, Statistical Data..., Intercultural..., Qualitative &...
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Boston University 2010 — 2014
Bachelor of Science (B.S.), Journalism
Beijing Language and Culture University
Norcross High School 2006 — 2010
International Baccalaureate
Jennifer Cincotta's BNY Mellon Experience March 2014 - March 2015
Job Sales Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - March 2015
BNY Mellon October 2011 - March 2014
UBS September 2010 - March 2011
Ropes & Gray LLP June 2010 - September 2010
Merrill Lynch March 2010 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Hedge Funds, Mutual Funds, Corporate Finance, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
BNY Mellon March 2014 - March 2015
BNY Mellon October 2011 - March 2014
UBS September 2010 - March 2011
Ropes & Gray LLP June 2010 - September 2010
Merrill Lynch March 2010 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Hedge Funds, Mutual Funds, Corporate Finance, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
Lady Masucci's BNY Mellon Experience December 2011 - April 2013
Job Financial Consultant and Relationship Management Professional
Industry Higher Education
Experience
Projects: Talentnetwork Co; CONEIN Ingenieria; Public Housing Bogota D.C. May 2015 - Present
Bolton Global - International Broker Dealer April 2013 - May 2015
BNY Mellon December 2011 - April 2013
UCEDA May 2011 - December 2011
Telemundo June 2010 - October 2010
NJ Governor's Office of Communications August 2008 - December 2008
PSEG June 2008 - August 2008
Skills
Event Planning, Spanish, Networking, Public Speaking, PowerPoint, Event Management, Microsoft Office, FINRA Series 7 Licenced, Press Releases, Research, Social Media, Outlook, Microsoft Excel, Marketing, Nonprofits, Time Management, Public Relations
Education
Bentley University
Bachelor's Degree, Finance & Global Perspectives
Scuola Lorenzo Di Medici
International Studies and Italian, Florence, Italy
Scholar Program Abroad
China's Economic transition, Shanghai, China
Projects: Talentnetwork Co; CONEIN Ingenieria; Public Housing Bogota D.C. May 2015 - Present
Bolton Global - International Broker Dealer April 2013 - May 2015
BNY Mellon December 2011 - April 2013
UCEDA May 2011 - December 2011
Telemundo June 2010 - October 2010
NJ Governor's Office of Communications August 2008 - December 2008
PSEG June 2008 - August 2008
Skills
Event Planning, Spanish, Networking, Public Speaking, PowerPoint, Event Management, Microsoft Office, FINRA Series 7 Licenced, Press Releases, Research, Social Media, Outlook, Microsoft Excel, Marketing, Nonprofits, Time Management, Public Relations
Education
Bentley University
Bachelor's Degree, Finance & Global Perspectives
Scuola Lorenzo Di Medici
International Studies and Italian, Florence, Italy
Scholar Program Abroad
China's Economic transition, Shanghai, China
Prabir Kumar Ghosh Prabir Kumar Ghosh's BNY Mellon Experience October 2014 - May 2015
Job Vice President at JPMorgan Chase & Co and Pega Certified Lead System Architect (CLSA)
Industry Computer Software
Experience
JPMorgan Chase & Co. May 2015 - Present
from Pega Systems April 2012 - Present
BNY Mellon October 2014 - May 2015
Ness Technologies November 2013 - May 2015
Franklin Templeton Investments January 2014 - April 2014
Standard & Poor's September 2012 - December 2013
Ness Technologies September 2012 - November 2013
JPMorgan Chase May 2011 - August 2012
Cognizant Technology Solutions, Canada August 2002 - August 2012
TD January 2011 - April 2011
Skills
CRM/ BPM, Pega / PRPC, ALBPM / OBPM, Project Management, Onsite Project Lead, PRPC LSA, Pricipal Architect, Pega PRPC, Onsite, Business Process Design, Business Process..., CRM, SDLC, Requirements Analysis, PRPC, Pegasystems PRPC, Business Process, SOA, Oracle, Solution Architecture, Certified Scrum Master..., Pre-sales, Enterprise Architecture, Integration, Agile Methodologies, Requirements Gathering, Scrum
Education
Bengal Engineering and Science University, Shibpur 1998 — 2002
Bachelor of Engineering (BE), Electrical, Department Topper, University medal winner
Jhargram Kumud Kumari Institution 1989 — 1997
High School, Science
JPMorgan Chase & Co. May 2015 - Present
from Pega Systems April 2012 - Present
BNY Mellon October 2014 - May 2015
Ness Technologies November 2013 - May 2015
Franklin Templeton Investments January 2014 - April 2014
Standard & Poor's September 2012 - December 2013
Ness Technologies September 2012 - November 2013
JPMorgan Chase May 2011 - August 2012
Cognizant Technology Solutions, Canada August 2002 - August 2012
TD January 2011 - April 2011
Skills
CRM/ BPM, Pega / PRPC, ALBPM / OBPM, Project Management, Onsite Project Lead, PRPC LSA, Pricipal Architect, Pega PRPC, Onsite, Business Process Design, Business Process..., CRM, SDLC, Requirements Analysis, PRPC, Pegasystems PRPC, Business Process, SOA, Oracle, Solution Architecture, Certified Scrum Master..., Pre-sales, Enterprise Architecture, Integration, Agile Methodologies, Requirements Gathering, Scrum
Education
Bengal Engineering and Science University, Shibpur 1998 — 2002
Bachelor of Engineering (BE), Electrical, Department Topper, University medal winner
Jhargram Kumud Kumari Institution 1989 — 1997
High School, Science
Anthony Falzone's BNY Mellon Experience 2000 - 2006
Job Chief Technology Officer at Massachusetts Pension Reserves Investment Management
Industry Information Technology and Services
Experience
Massachusetts Pension Reserves Investment Management Board January 2013 - Present
Massachusetts Pension Reserves Investment Management Board January 2010 - December 2012
Massachusetts Pension Reserves Investment Management Board 2006 - 2010
BNY Mellon 2000 - 2006
Skills
Project Management, MOSS 2007, JavaScript, HTML/XML, SharePoint, Accounting, Business Analysis, Windows, SQL, HTML, Virtualization, IT Strategy, IT Management, Management, Business Process, Leadership, Business Continuity, Asset Management
Education
Bentley University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Bentley University
Associate of Arts and Sciences (A.A.S.), Business Administration
Massachusetts Pension Reserves Investment Management Board January 2013 - Present
Massachusetts Pension Reserves Investment Management Board January 2010 - December 2012
Massachusetts Pension Reserves Investment Management Board 2006 - 2010
BNY Mellon 2000 - 2006
Skills
Project Management, MOSS 2007, JavaScript, HTML/XML, SharePoint, Accounting, Business Analysis, Windows, SQL, HTML, Virtualization, IT Strategy, IT Management, Management, Business Process, Leadership, Business Continuity, Asset Management
Education
Bentley University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Bentley University
Associate of Arts and Sciences (A.A.S.), Business Administration
JulieAnne Lund JulieAnne Lund's BNY Mellon Experience January 2013 - Present
Job SubAccounting Control Accounting Specialist II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon June 2008 - January 2013
Staples, Inc. June 2003 - May 2008
Ernst & Young October 1996 - July 2003
Staples September 1995 - October 1996
Staples August 1994 - September 1995
Staples August 1993 - August 1994
Applix 1992 - 1992
Skills
Process Improvement, Management, Tax, Analysis, Auditing, Finance, Internal Controls, Software Documentation, Leadership, Training
Education
Becker College 1992 — 1993
Business, Management, Marketing, and Related Support Services
Blackstone Valley Vocational Regional School District 1988 — 1992
High School Diploma, Graphic and Printing Equipment Operator, General Production
BNY Mellon January 2013 - Present
BNY Mellon June 2008 - January 2013
Staples, Inc. June 2003 - May 2008
Ernst & Young October 1996 - July 2003
Staples September 1995 - October 1996
Staples August 1994 - September 1995
Staples August 1993 - August 1994
Applix 1992 - 1992
Skills
Process Improvement, Management, Tax, Analysis, Auditing, Finance, Internal Controls, Software Documentation, Leadership, Training
Education
Becker College 1992 — 1993
Business, Management, Marketing, and Related Support Services
Blackstone Valley Vocational Regional School District 1988 — 1992
High School Diploma, Graphic and Printing Equipment Operator, General Production
Caitlin Grant Caitlin Grant's BNY Mellon Experience March 2010 - August 2011
Job Principal Analyst, Corporate Strategy at PTC
Industry Computer Software
Experience
PTC July 2015 - Present
PTC October 2014 - June 2015
PTC June 2013 - October 2014
PTC May 2012 - May 2013
BNY Mellon March 2010 - August 2011
Gallery NAGA May 2008 - August 2008
Barclays Bank PLC October 2007 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, SPSS, Photoshop, Illustrator, InDesign, Dreamweaver, Financial Analysis, Business Valuation, FactSet, Capital IQ, Market Research, Data Analysis, HTML, Investments, Financial Modeling
Education
Bentley University 2011 — 2013
MBA, Business Analytics
Wheaton College (MA) 2005 — 2009
BA, Economics, Minor: Studio Art
Boston University 2007 — 2007
Economics
PTC July 2015 - Present
PTC October 2014 - June 2015
PTC June 2013 - October 2014
PTC May 2012 - May 2013
BNY Mellon March 2010 - August 2011
Gallery NAGA May 2008 - August 2008
Barclays Bank PLC October 2007 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, SPSS, Photoshop, Illustrator, InDesign, Dreamweaver, Financial Analysis, Business Valuation, FactSet, Capital IQ, Market Research, Data Analysis, HTML, Investments, Financial Modeling
Education
Bentley University 2011 — 2013
MBA, Business Analytics
Wheaton College (MA) 2005 — 2009
BA, Economics, Minor: Studio Art
Boston University 2007 — 2007
Economics
Cyndi Barker-Kunkel Cyndi Barker-Kunkel's BNY Mellon Experience February 2013 - April 2014
Job Senior Learning & Development Consultant at Blackbaud
Industry Information Technology and Services
Experience
Blackbaud December 2014 - Present
BNY Mellon February 2013 - April 2014
BNY Mellon February 2012 - February 2013
BNY Mellon July 2007 - February 2012
Mellon Financial January 2000 - June 2007
Electronic Data Systems July 1999 - December 1999
Electronic Data Systems November 1992 - July 1999
Skills
Process Improvement, Program Management, SDLC, Software Project..., Project Portfolio..., Governance, Business Process..., Business Analysis, Integration, Training Delivery, Information Technology, Agile Methodologies, ITIL, Communication, Project Management, Management, Financial Services, Banking
Education
Baylor University 1989 — 1992
Bachelor of Arts, Computer Science w/ a Business Administration option
University of Florida 1986 — 1989
Associate of Arts, Liberal Arts
Palatka High School 1982 — 1986
Diploma
Blackbaud December 2014 - Present
BNY Mellon February 2013 - April 2014
BNY Mellon February 2012 - February 2013
BNY Mellon July 2007 - February 2012
Mellon Financial January 2000 - June 2007
Electronic Data Systems July 1999 - December 1999
Electronic Data Systems November 1992 - July 1999
Skills
Process Improvement, Program Management, SDLC, Software Project..., Project Portfolio..., Governance, Business Process..., Business Analysis, Integration, Training Delivery, Information Technology, Agile Methodologies, ITIL, Communication, Project Management, Management, Financial Services, Banking
Education
Baylor University 1989 — 1992
Bachelor of Arts, Computer Science w/ a Business Administration option
University of Florida 1986 — 1989
Associate of Arts, Liberal Arts
Palatka High School 1982 — 1986
Diploma
Lisa Levine Lisa Levine's BNY Mellon Experience June 2008 - May 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
BNY Mellon June 2008 - May 2011
Bank of America (U.S. Trust) February 2005 - May 2008
Morgan Stanley Dean Witter August 2000 - December 2004
Merrill Lynch May 1996 - July 2000
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Wealth Management...
Education
New York University School of Law 1998 — 2001
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., Philosophy
Goldman Sachs May 2011 - Present
BNY Mellon June 2008 - May 2011
Bank of America (U.S. Trust) February 2005 - May 2008
Morgan Stanley Dean Witter August 2000 - December 2004
Merrill Lynch May 1996 - July 2000
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Wealth Management...
Education
New York University School of Law 1998 — 2001
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., Philosophy
Lynn Vest's BNY Mellon Experience July 2013 - Present
Job Business Analysis Consultant II at BNY Mellon
Industry Computer Software
Experience
BNY Mellon July 2013 - Present
State Street February 2011 - June 2013
Brown Brothers Harriman January 2011 - February 2011
Centage Corporation February 2010 - June 2010
Bank of New York Mellon November 2008 - December 2008
Lexington Insurance (division of AIG) October 2006 - October 2008
Fidelity Family Office Services March 2006 - September 2006
Federal Home Loan Bank of Boston 1999 - 2005
Sapient Corporation 1998 - 1999
Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration
Education
Bentley University
2003- 2007, courses in Financial Planning
Boston University Questrom School of Business
MBA, Conc in Finance
Smith College
BA, Government
BNY Mellon July 2013 - Present
State Street February 2011 - June 2013
Brown Brothers Harriman January 2011 - February 2011
Centage Corporation February 2010 - June 2010
Bank of New York Mellon November 2008 - December 2008
Lexington Insurance (division of AIG) October 2006 - October 2008
Fidelity Family Office Services March 2006 - September 2006
Federal Home Loan Bank of Boston 1999 - 2005
Sapient Corporation 1998 - 1999
Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration
Education
Bentley University
2003- 2007, courses in Financial Planning
Boston University Questrom School of Business
MBA, Conc in Finance
Smith College
BA, Government
Jordan M. Hook Jordan M. Hook's BNY Mellon Experience June 2011 - August 2011
Job Associate, Financial Industry Group at Reed Smith LLP
Industry Law Practice
Experience
Reed Smith LLP September 2013 - Present
New York Peace Institute August 2012 - December 2013
Reed Smith LLP May 2012 - July 2012
BNY Mellon June 2011 - August 2011
Skills
Legal Writing, Research, Legal Research, Lexis, Financial Institutions, Secured Transactions, Project Finance, Leveraged Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Magna Cum Laude & Order of the Coif
Ithaca College 2005 — 2009
Bachelor of Arts, Sociology
Reed Smith LLP September 2013 - Present
New York Peace Institute August 2012 - December 2013
Reed Smith LLP May 2012 - July 2012
BNY Mellon June 2011 - August 2011
Skills
Legal Writing, Research, Legal Research, Lexis, Financial Institutions, Secured Transactions, Project Finance, Leveraged Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Magna Cum Laude & Order of the Coif
Ithaca College 2005 — 2009
Bachelor of Arts, Sociology
Tena Percy Tena Percy's BNY Mellon Experience May 2014 - September 2014
Job Software Engineer at DogVacay
Industry Information Technology and Services
Experience
DogVacay May 2015 - Present
Josephine October 2013 - Present
NextGxDx Inc. September 2014 - December 2014
BNY Mellon May 2014 - September 2014
Skills
JavaScript, Java, HTML5, CSS, Python, Cloud Computing, Open Source, Web Development, SDLC, Object Oriented Design, Node, MVC, REST, PHP, jQuery, Bootstrap, Git
Education
Belmont University 2013 — 2015
Bachelor's Degree, Computer Science, Senior
Nashville State Community College 2007 — 2011
AS, Education, Mathematics
DogVacay May 2015 - Present
Josephine October 2013 - Present
NextGxDx Inc. September 2014 - December 2014
BNY Mellon May 2014 - September 2014
Skills
JavaScript, Java, HTML5, CSS, Python, Cloud Computing, Open Source, Web Development, SDLC, Object Oriented Design, Node, MVC, REST, PHP, jQuery, Bootstrap, Git
Education
Belmont University 2013 — 2015
Bachelor's Degree, Computer Science, Senior
Nashville State Community College 2007 — 2011
AS, Education, Mathematics
Brittney Baumgardner Brittney Baumgardner's BNY Mellon Experience June 2013 - Present
Job Senior Associate User Experience Design, Digital Workplace at BNY Mellon
Industry Design
Experience
BNY Mellon June 2013 - Present
Digital Influence Group January 2013 - May 2013
Bentley University August 2011 - May 2013
Ironwood Pharmaceuticals May 2012 - August 2012
Ironwood Pharmaceuticals December 2011 - May 2012
Gymboree September 2008 - May 2011
Ellen Tracy, Liz Claiborne Inc. June 2007 - August 2007
Bandolino, Jones Apparel Group January 2007 - May 2007
Skills
Microsoft Office, Adobe Creative Suite, Merchandising, Apparel, Fashion Design, Styling, Wireframes, User Experience Design, OmniGraffle, Balsamiq, Axure, Camtasia, Social Media, User Experience Testing, Microsoft Office..., Microsoft Access, Mac Operations, Mac OS X, User Experience, Information Architecture, InDesign, Creative Direction, Fashion, Project Management
Education
Bentley University 2011 — 2013
MS + MBA, Human Factors in Information Design / Business Administration
Kent State University 2004 — 2008
Bachelor of Arts (B.A.), Fashion Design, Magna Cum Laude
Bethel Park High School 2000 — 2004
BNY Mellon June 2013 - Present
Digital Influence Group January 2013 - May 2013
Bentley University August 2011 - May 2013
Ironwood Pharmaceuticals May 2012 - August 2012
Ironwood Pharmaceuticals December 2011 - May 2012
Gymboree September 2008 - May 2011
Ellen Tracy, Liz Claiborne Inc. June 2007 - August 2007
Bandolino, Jones Apparel Group January 2007 - May 2007
Skills
Microsoft Office, Adobe Creative Suite, Merchandising, Apparel, Fashion Design, Styling, Wireframes, User Experience Design, OmniGraffle, Balsamiq, Axure, Camtasia, Social Media, User Experience Testing, Microsoft Office..., Microsoft Access, Mac Operations, Mac OS X, User Experience, Information Architecture, InDesign, Creative Direction, Fashion, Project Management
Education
Bentley University 2011 — 2013
MS + MBA, Human Factors in Information Design / Business Administration
Kent State University 2004 — 2008
Bachelor of Arts (B.A.), Fashion Design, Magna Cum Laude
Bethel Park High School 2000 — 2004
Sam Singh Sam Singh's BNY Mellon Experience January 2007 - September 2011
Job Vice President at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Gemini Fund Services September 2011 - December 2014
BNY Mellon January 2007 - September 2011
UBS Global Asset Management November 2004 - January 2007
Citigroup Asset Management July 1999 - November 2004
Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing
Education
City University of New York-Baruch College 1994 — 1999
Bachelor's Degree, Accounting
Gemini Fund Services January 2015 - Present
Gemini Fund Services September 2011 - December 2014
BNY Mellon January 2007 - September 2011
UBS Global Asset Management November 2004 - January 2007
Citigroup Asset Management July 1999 - November 2004
Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing
Education
City University of New York-Baruch College 1994 — 1999
Bachelor's Degree, Accounting
Brian McClusky's BNY Mellon Experience November 2001 - March 2007
Job Human Resources Manager at Feinstein Kean Healthcare
Industry Public Relations and Communications
Experience
Feinstein Kean Healthcare November 2013 - Present
Merck Group 2012 - 2013
The Broad Institute of MIT & Harvard July 2010 - January 2012
Citi March 2007 - June 2010
BNY Mellon November 2001 - March 2007
Skills
Employee Relations, Performance Management, Human Resources, Talent Acquisition, Organizational..., Personnel Management, Strategy, Training
Education
Boston University 1997 — 2001
Master of Science (M.S.), Organizational Behavior Studies
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Feinstein Kean Healthcare November 2013 - Present
Merck Group 2012 - 2013
The Broad Institute of MIT & Harvard July 2010 - January 2012
Citi March 2007 - June 2010
BNY Mellon November 2001 - March 2007
Skills
Employee Relations, Performance Management, Human Resources, Talent Acquisition, Organizational..., Personnel Management, Strategy, Training
Education
Boston University 1997 — 2001
Master of Science (M.S.), Organizational Behavior Studies
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Michael D'Errico's BNY Mellon Experience November 2007 - Present
Job Control Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2007 - Present
PNC November 2006 - November 2007
Skills
Tax Preparation, Accounting, Fixed Income Analysis, Financial Analysis, Financial Reporting, Corporate Finance
Education
Becker College 1993 — 1998
Bachelor of Business Administration (BBA)
BNY Mellon November 2007 - Present
PNC November 2006 - November 2007
Skills
Tax Preparation, Accounting, Fixed Income Analysis, Financial Analysis, Financial Reporting, Corporate Finance
Education
Becker College 1993 — 1998
Bachelor of Business Administration (BBA)
Wayne Warmbier Wayne Warmbier's BNY Mellon Experience January 2008 - Present
Job Senior Client Service Representative at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2008 - Present
Skills
Securities, Account..., Accounting, Management, Financial Services, Mutual Funds, Banking, Securities, Equities, Fixed Income, Bloomberg, Investments, Relationship Management, Portfolio Management, Lotus Notes, Credit, Asset Management, Financial Analysis, Derivatives, Risk Management, Customer Service, Corporate Actions
Education
Saint Joseph's College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Baruch College 2002 — 2004
Archbishop Molloy
BNY Mellon January 2008 - Present
Skills
Securities, Account..., Accounting, Management, Financial Services, Mutual Funds, Banking, Securities, Equities, Fixed Income, Bloomberg, Investments, Relationship Management, Portfolio Management, Lotus Notes, Credit, Asset Management, Financial Analysis, Derivatives, Risk Management, Customer Service, Corporate Actions
Education
Saint Joseph's College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Baruch College 2002 — 2004
Archbishop Molloy
Rabindra Saha's BNY Mellon Experience April 2009 - August 2013
Job Software Architect at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services February 2015 - Present
Nomura Securities November 2013 - December 2014
AIG August 2013 - November 2013
BNY Mellon April 2009 - August 2013
Cognizant Technology Solutions April 2009 - August 2013
Affiliated Computer Services March 2005 - February 2009
Cognizant Technology Solutions March 2004 - February 2005
Soffront Software Inc. June 2000 - February 2004
Skills
Java, Unix, Web Services, Oracle, Requirements Analysis, Software Development, Agile Methodologies, JavaScript, Sybase, Ant, Software Project..., SQL, CRM, Integration, Unix Shell Scripting, Core Java, PL/SQL, SOA, Maven, C++, C, 401k, Shell Scripting, Data Structures, Sybase Adaptive Server, VBA, Fixed Income, US Government..., Benefits Administration, Convertible Bonds, Government Bonds, Covered Bonds, Credit Trading
Education
PMI 2011 — 2012
PMP, Project Management
Bengal Engineering and Science University, Shibpur 1996 — 2000
Bachelor of Engineering (B.E.), Computer Science
Belur High School 1994 — 1996
High School 10 + 2, Science, A
Baranagar Rameswar High School 1984 — 1994
10, Elementary
Discover Financial Services February 2015 - Present
Nomura Securities November 2013 - December 2014
AIG August 2013 - November 2013
BNY Mellon April 2009 - August 2013
Cognizant Technology Solutions April 2009 - August 2013
Affiliated Computer Services March 2005 - February 2009
Cognizant Technology Solutions March 2004 - February 2005
Soffront Software Inc. June 2000 - February 2004
Skills
Java, Unix, Web Services, Oracle, Requirements Analysis, Software Development, Agile Methodologies, JavaScript, Sybase, Ant, Software Project..., SQL, CRM, Integration, Unix Shell Scripting, Core Java, PL/SQL, SOA, Maven, C++, C, 401k, Shell Scripting, Data Structures, Sybase Adaptive Server, VBA, Fixed Income, US Government..., Benefits Administration, Convertible Bonds, Government Bonds, Covered Bonds, Credit Trading
Education
PMI 2011 — 2012
PMP, Project Management
Bengal Engineering and Science University, Shibpur 1996 — 2000
Bachelor of Engineering (B.E.), Computer Science
Belur High School 1994 — 1996
High School 10 + 2, Science, A
Baranagar Rameswar High School 1984 — 1994
10, Elementary
Liza Montani, CPA's BNY Mellon Experience May 2008 - August 2008
Job Senior External Reporting Accountant at Old Mutual
Industry Accounting
Experience
OMAM (Old Mutual Asset Management) August 2014 - Present
Wolf & Company, P.C. October 2009 - August 2014
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, SEC filings, External Audit, US GAAP, Sarbanes-Oxley
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Accountancy
Bentley University 2005 — 2009
BS, Information Systems Audit & Conotrol
OMAM (Old Mutual Asset Management) August 2014 - Present
Wolf & Company, P.C. October 2009 - August 2014
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, SEC filings, External Audit, US GAAP, Sarbanes-Oxley
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Accountancy
Bentley University 2005 — 2009
BS, Information Systems Audit & Conotrol
David Burgman's BNY Mellon Experience March 2015 - Present
Job Accounting Analyst, BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
Oakview Avenue Studio January 2006 - Present
Emmett A. Pais CPA February 2015 - April 2015
The Children's Institute of Pittsburgh July 2013 - March 2015
UBS Wealth Management - The Becker Group July 2014 - August 2014
Creative.Life.Support September 2013 - January 2014
Pace School June 2013 - August 2013
Glade Run Lutheran Services July 2012 - July 2013
Pace School May 2011 - May 2013
Pace School October 2010 - May 2011
Skills
Mental Health Care, Music Production, Non-profits..., Data Collection, Data Analysis, Musical Theatre, Vocalist, Creative Problem Solving, Applied Behavior..., Qualitative Research, Phenomenology, Psychology, Behavior Management, Crisis Intervention, Nonprofits, Research
Education
University of Pittsburgh 2013 — 2015
Post-baccalaureate Certificate, Accounting
Point Park University 2009 — 2012
Bachelor of Arts (BA), Clinical Psychology
Belmont University 2008 — 2009
Audio Engineering
Winchester Thurston
BNY Mellon March 2015 - Present
Oakview Avenue Studio January 2006 - Present
Emmett A. Pais CPA February 2015 - April 2015
The Children's Institute of Pittsburgh July 2013 - March 2015
UBS Wealth Management - The Becker Group July 2014 - August 2014
Creative.Life.Support September 2013 - January 2014
Pace School June 2013 - August 2013
Glade Run Lutheran Services July 2012 - July 2013
Pace School May 2011 - May 2013
Pace School October 2010 - May 2011
Skills
Mental Health Care, Music Production, Non-profits..., Data Collection, Data Analysis, Musical Theatre, Vocalist, Creative Problem Solving, Applied Behavior..., Qualitative Research, Phenomenology, Psychology, Behavior Management, Crisis Intervention, Nonprofits, Research
Education
University of Pittsburgh 2013 — 2015
Post-baccalaureate Certificate, Accounting
Point Park University 2009 — 2012
Bachelor of Arts (BA), Clinical Psychology
Belmont University 2008 — 2009
Audio Engineering
Winchester Thurston
Glen Kimberlin Glen Kimberlin's BNY Mellon Experience September 2015 - Present
Job Interested in Healthcare Sales and Healthcare Informatics
Industry Health, Wellness and Fitness
Experience
BNY Mellon September 2015 - Present
Cardinal Health April 2012 - July 2015
Education
Tennessee College of Applied Technology 2015 — 2016
CompTIA Certifications, Informatics
Belmont University
Adult and Continuing Education Administration
BNY Mellon September 2015 - Present
Cardinal Health April 2012 - July 2015
Education
Tennessee College of Applied Technology 2015 — 2016
CompTIA Certifications, Informatics
Belmont University
Adult and Continuing Education Administration
Marisa Centrella's BNY Mellon Experience 2004 - Present
Job Global Risk Solutions Consultant
Industry Financial Services
Experience
BNY Mellon 2004 - Present
BNY Mellon 2003 - 2004
BNY Mellon 2002 - 2003
BNY Mellon 2000 - 2002
Skills
Bloomberg, Manage Client..., Fixed Income, Analytics, Financial Services, Sales, Performance Measurement, Endowment Funds, Pension Funds, Superior Client Service, Investments, Performance Attribution, Client Presentation, Asset Allocation, Alternative Investments, Client Services, CRM
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Finance, General
BNY Mellon 2004 - Present
BNY Mellon 2003 - 2004
BNY Mellon 2002 - 2003
BNY Mellon 2000 - 2002
Skills
Bloomberg, Manage Client..., Fixed Income, Analytics, Financial Services, Sales, Performance Measurement, Endowment Funds, Pension Funds, Superior Client Service, Investments, Performance Attribution, Client Presentation, Asset Allocation, Alternative Investments, Client Services, CRM
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Finance, General
Braulio Meran's BNY Mellon Experience March 2013 - Present
Job Accounting & Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
State Street June 2012 - January 2013
Greater Boston Food Bank October 2010 - November 2010
Habitat for Humanity January 2010 - January 2010
John Adams Courthouse May 2008 - August 2008
Team Honduras May 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, Spanish, Outlook, Accounts Payable, Accounts Receivable, PowerPoint, Access, Peachtree, Bloomberg, Social Media Marketing, Data Analysis, Fundraising
Education
Bentley University 2007 — 2011
Bachelor of Science, Corporate Finance & Accounting
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance & Accounting
BNY Mellon March 2013 - Present
State Street June 2012 - January 2013
Greater Boston Food Bank October 2010 - November 2010
Habitat for Humanity January 2010 - January 2010
John Adams Courthouse May 2008 - August 2008
Team Honduras May 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, Spanish, Outlook, Accounts Payable, Accounts Receivable, PowerPoint, Access, Peachtree, Bloomberg, Social Media Marketing, Data Analysis, Fundraising
Education
Bentley University 2007 — 2011
Bachelor of Science, Corporate Finance & Accounting
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance & Accounting
Cesar R. Pellerano's BNY Mellon Experience May 2015 - Present
Job Mutual Fund Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon May 2015 - Present
Florida Value Partners May 2014 - February 2015
Capital Markets Financial Services May 2013 - August 2013
Scottrade May 2012 - August 2012
Global Healthcare May 2011 - August 2011
Skills
Investments, Financial Analysis, Finance, Financial Services, Options, Portfolio Management, Financial Markets, Securities, ETFs, Stock Market, Trading, Electronic Trading, Microsoft Office, Bloomberg Terminal, FactSet, Client Services
Education
Bentley University 2010 — 2014
Bachelor’s Degree, Economics & Finance, 3.3
Royal Holloway, U. of London 2013 — 2013
Study abroad, Economics & Management, 3.0
BNY Mellon May 2015 - Present
Florida Value Partners May 2014 - February 2015
Capital Markets Financial Services May 2013 - August 2013
Scottrade May 2012 - August 2012
Global Healthcare May 2011 - August 2011
Skills
Investments, Financial Analysis, Finance, Financial Services, Options, Portfolio Management, Financial Markets, Securities, ETFs, Stock Market, Trading, Electronic Trading, Microsoft Office, Bloomberg Terminal, FactSet, Client Services
Education
Bentley University 2010 — 2014
Bachelor’s Degree, Economics & Finance, 3.3
Royal Holloway, U. of London 2013 — 2013
Study abroad, Economics & Management, 3.0
Saba Jaffery Zahid, CISM's BNY Mellon Experience February 2013 - March 2014
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
BNY Mellon February 2013 - March 2014
Morgan Stanley November 2011 - February 2013
Morgan Stanley Wealth Management May 2010 - November 2012
Morgan Stanley September 2005 - May 2010
Skills
Risk Management, Operational Risk..., Information Security, Financial Services, Operational Risk, Enterprise Risk..., Information Security..., Vendor Management, Risk Assessment, IT Risk Management, Security Awareness, Data Privacy, Incident Management, Governance, Security, Alternative Investments, IT Audit, Portfolio Management, Fixed Income, Information Technology, Computer Security, Banking, Wealth Management, Strategy, Business Continuity, CISM, Management
Education
New York University 2009 — 2012
Master's Degree, Management & Systems
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Morgan Stanley March 2014 - Present
BNY Mellon February 2013 - March 2014
Morgan Stanley November 2011 - February 2013
Morgan Stanley Wealth Management May 2010 - November 2012
Morgan Stanley September 2005 - May 2010
Skills
Risk Management, Operational Risk..., Information Security, Financial Services, Operational Risk, Enterprise Risk..., Information Security..., Vendor Management, Risk Assessment, IT Risk Management, Security Awareness, Data Privacy, Incident Management, Governance, Security, Alternative Investments, IT Audit, Portfolio Management, Fixed Income, Information Technology, Computer Security, Banking, Wealth Management, Strategy, Business Continuity, CISM, Management
Education
New York University 2009 — 2012
Master's Degree, Management & Systems
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Tyrell Chambers's BNY Mellon Experience July 2013 - January 2014
Job Entrepreneur
Industry Financial Services
Experience
The New 42nd Street, Inc. January 2014 - September 2015
JPMorgan Chase July 2014 - September 2014
BNY Mellon July 2013 - January 2014
LIDS Sports Group January 2012 - October 2013
Barnes & Noble January 2011 - September 2011
The New 42nd Street, Inc. 2008 - 2011
Skills
Customer Service, Facebook, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Event Planning, Retail, Microsoft Excel, Editing, Outlook, Public Speaking, Creative Writing, Research, Cashiering, Photoshop, Event Management, Blogging, Acting, Mac
Education
Year Up Inc. 2013 — 2014
Financial Operations and Project Management
Murry Bergtraum High School for Business Careers 2005 — 2009
High School Diploma, Accounting and Finance
City University of New York-Baruch College
Investments and Securities
The New 42nd Street, Inc. January 2014 - September 2015
JPMorgan Chase July 2014 - September 2014
BNY Mellon July 2013 - January 2014
LIDS Sports Group January 2012 - October 2013
Barnes & Noble January 2011 - September 2011
The New 42nd Street, Inc. 2008 - 2011
Skills
Customer Service, Facebook, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Event Planning, Retail, Microsoft Excel, Editing, Outlook, Public Speaking, Creative Writing, Research, Cashiering, Photoshop, Event Management, Blogging, Acting, Mac
Education
Year Up Inc. 2013 — 2014
Financial Operations and Project Management
Murry Bergtraum High School for Business Careers 2005 — 2009
High School Diploma, Accounting and Finance
City University of New York-Baruch College
Investments and Securities
Steven Briganti Steven Briganti's BNY Mellon Experience June 2012 - Present
Job Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2012 - Present
AllianceBernstein August 2006 - August 2011
Skills
Mutual Funds, Microsoft Excel, Alternative Investments, Financial Markets, Microsoft Office, Due Diligence, Research, PowerPoint, Business Analysis, Financial Services, Strategic Planning, Microsoft Word, Business Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Operations Management and Computer Information Systems
Tufts University 2002 — 2006
Bachelor of Arts, Economics
Iona Prep 1998 — 2002
BNY Mellon June 2012 - Present
AllianceBernstein August 2006 - August 2011
Skills
Mutual Funds, Microsoft Excel, Alternative Investments, Financial Markets, Microsoft Office, Due Diligence, Research, PowerPoint, Business Analysis, Financial Services, Strategic Planning, Microsoft Word, Business Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Operations Management and Computer Information Systems
Tufts University 2002 — 2006
Bachelor of Arts, Economics
Iona Prep 1998 — 2002
Haley Maddox Daniels Haley Maddox Daniels's BNY Mellon Experience June 2015 - Present
Job Senior Associate at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 2015 - Present
Belmont University August 2014 - December 2014
BNY Mellon May 2014 - August 2014
Belmont University January 2014 - May 2014
Aloompa LLC January 2013 - May 2013
Skills
Team Leadership, Java, Microsoft Office, Social Media, Teamwork, PowerPoint, Microsoft Excel, Computer Science, Programming, IBM Mainframe, Teaching, Event Planning, JCL, WordPress, Marketing, Remedy Ticketing System, Customer Service, Microsoft Word, Batch Processing, Windows, Editing, Networking, English, Tutoring, Operating Systems, Eclipse, SQL, Organizational..., Ruby on Rails, Visio, User Interface Design, Python, Mathematics Education, User Experience Design, Big Data, Jive, SDLC
Education
Belmont University 2011 — 2015
Bachelor of Science (BS), Computer Science and Secondary Education
North Hardin Christian School 2007 — 2011
BNY Mellon June 2015 - Present
Belmont University August 2014 - December 2014
BNY Mellon May 2014 - August 2014
Belmont University January 2014 - May 2014
Aloompa LLC January 2013 - May 2013
Skills
Team Leadership, Java, Microsoft Office, Social Media, Teamwork, PowerPoint, Microsoft Excel, Computer Science, Programming, IBM Mainframe, Teaching, Event Planning, JCL, WordPress, Marketing, Remedy Ticketing System, Customer Service, Microsoft Word, Batch Processing, Windows, Editing, Networking, English, Tutoring, Operating Systems, Eclipse, SQL, Organizational..., Ruby on Rails, Visio, User Interface Design, Python, Mathematics Education, User Experience Design, Big Data, Jive, SDLC
Education
Belmont University 2011 — 2015
Bachelor of Science (BS), Computer Science and Secondary Education
North Hardin Christian School 2007 — 2011
Tyler Maynard's BNY Mellon Experience 2008 - 2011
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
BNY Mellon 2008 - 2011
Skills
Capital Markets, Product Development, Project Management, Organic Farming, Patent Applications, Microsoft Excel, Equities
Education
Bates College
B.A. in Economics
J.P. Morgan March 2014 - Present
BNY Mellon 2008 - 2011
Skills
Capital Markets, Product Development, Project Management, Organic Farming, Patent Applications, Microsoft Excel, Equities
Education
Bates College
B.A. in Economics
Viktoriya Ravinskaya Viktoriya Ravinskaya's BNY Mellon Experience April 2007 - April 2008
Job Loan Admin AVP
Industry Financial Services
Experience
Macquarie Group January 2015 - Present
New York Life Insurance Company April 2008 - December 2014
BNY Mellon April 2007 - April 2008
Skills
Microsoft Excel, BlackRock Aladdin, Bloomberg, CAMRA, Crystal Reports, Fixed Income, Trading, Visio, Hedge Funds, Securities, Software Documentation, Derivatives, Equities, Portfolio Management, Mutual Funds, Investment Banking, Alternative Investments, Analysis, Account Reconciliation, Venture Capital, Accounting, Business Analysis, Investments, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance/Investment
Macquarie Group January 2015 - Present
New York Life Insurance Company April 2008 - December 2014
BNY Mellon April 2007 - April 2008
Skills
Microsoft Excel, BlackRock Aladdin, Bloomberg, CAMRA, Crystal Reports, Fixed Income, Trading, Visio, Hedge Funds, Securities, Software Documentation, Derivatives, Equities, Portfolio Management, Mutual Funds, Investment Banking, Alternative Investments, Analysis, Account Reconciliation, Venture Capital, Accounting, Business Analysis, Investments, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance/Investment
Daniel Slover Daniel Slover's BNY Mellon Experience November 2014 - Present
Job Corporate Trust Analytics Analyst
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
JPMorgan Chase November 2013 - November 2014
Northwestern Mutual May 2009 - October 2013
Education
Baylor University 2005 — 2009
Bachelors of Business Administration, Finance and Economics
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Finance, Economics
BNY Mellon November 2014 - Present
JPMorgan Chase November 2013 - November 2014
Northwestern Mutual May 2009 - October 2013
Education
Baylor University 2005 — 2009
Bachelors of Business Administration, Finance and Economics
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Finance, Economics
Jeremy Pereira's BNY Mellon Experience March 2012 - Present
Job Accounting and Reporting Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
Bank of New York Mellon May 2011 - March 2012
Bank of New York Mellon December 2009 - May 2011
Bank of New York Mellon June 2008 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Fund Accounting, Account Reconciliation, Accounts Receivable, Auditing, Bloomberg, Fixed Income, Investments, Mutual Funds, Valuation, Journal Entries
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporte Finance & Accounting
BNY Mellon March 2012 - Present
Bank of New York Mellon May 2011 - March 2012
Bank of New York Mellon December 2009 - May 2011
Bank of New York Mellon June 2008 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Fund Accounting, Account Reconciliation, Accounts Receivable, Auditing, Bloomberg, Fixed Income, Investments, Mutual Funds, Valuation, Journal Entries
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporte Finance & Accounting
Tammy Wolbers Tammy Wolbers's BNY Mellon Experience June 2014 - Present
Job Associate Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
BNY Mellon May 2007 - June 2014
Deutsche Bank December 2001 - September 2003
Skills
Bloomberg, Fixed Income, Securities, Mutual Funds, Portfolio Management, Investments, Derivatives, Asset Management, Equities, Wealth Management, Financial Services, Financial Analysis, Structured Finance, Corporate Trust, Asset Allocation, Banking
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Monmouth High School
Monmouth High School
BNY Mellon June 2014 - Present
BNY Mellon May 2007 - June 2014
Deutsche Bank December 2001 - September 2003
Skills
Bloomberg, Fixed Income, Securities, Mutual Funds, Portfolio Management, Investments, Derivatives, Asset Management, Equities, Wealth Management, Financial Services, Financial Analysis, Structured Finance, Corporate Trust, Asset Allocation, Banking
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Monmouth High School
Monmouth High School
Samantha Kong Samantha Kong's BNY Mellon Experience June 2008 - August 2008
Job Accounts Receivable Analyst at Loeb & Loeb LLP
Industry Accounting
Experience
Loeb & Loeb LLP June 2013 - Present
Kaye Scholer LLP January 2012 - June 2013
Golden Capital Elite Inc. January 2011 - May 2011
NYSE Euronext June 2009 - August 2009
BNY Mellon June 2008 - August 2008
Bank of New York June 2007 - August 2007
HSBC July 2006 - August 2006
Golden Capital Company June 2003 - June 2004
Skills
Accounts Payable, QuickBooks, Account Reconciliation, Invoicing, Accounts Receivable, Financial Analysis, Microsoft Office, Management, Finance, Auditing, General Ledger, Tax, Journal Entries, Analysis, Financial Statements, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
MS, Taxation
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
BBA, Accountancy (Major), Law (Minor), Political Science (Minor)
High School of Economics and Finance 2002 — 2006
Business
Loeb & Loeb LLP June 2013 - Present
Kaye Scholer LLP January 2012 - June 2013
Golden Capital Elite Inc. January 2011 - May 2011
NYSE Euronext June 2009 - August 2009
BNY Mellon June 2008 - August 2008
Bank of New York June 2007 - August 2007
HSBC July 2006 - August 2006
Golden Capital Company June 2003 - June 2004
Skills
Accounts Payable, QuickBooks, Account Reconciliation, Invoicing, Accounts Receivable, Financial Analysis, Microsoft Office, Management, Finance, Auditing, General Ledger, Tax, Journal Entries, Analysis, Financial Statements, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
MS, Taxation
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
BBA, Accountancy (Major), Law (Minor), Political Science (Minor)
High School of Economics and Finance 2002 — 2006
Business
Noah Gauthier Noah Gauthier's BNY Mellon Experience July 2008 - July 2010
Job Project Controller at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting January 2012 - Present
Deloitte January 2012 - Present
US Bank July 2010 - January 2012
BNY Mellon July 2008 - July 2010
Skills
Hedge Funds, Bloomberg, Analysis, Business Analysis, Data Analysis, Financial Analysis, Finance, Valuation, Management, Financial Services
Education
Bates College 2004 — 2008
BA, Economics
Deloitte Consulting January 2012 - Present
Deloitte January 2012 - Present
US Bank July 2010 - January 2012
BNY Mellon July 2008 - July 2010
Skills
Hedge Funds, Bloomberg, Analysis, Business Analysis, Data Analysis, Financial Analysis, Finance, Valuation, Management, Financial Services
Education
Bates College 2004 — 2008
BA, Economics
Sandra Beckford's BNY Mellon Experience July 2012 - Present
Job Service Director BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon May 2000 - Present
Amalgamated Bank April 1990 - May 2000
Skills
Accounting, Mutual Funds, Fixed Income, Equities, Hedge Funds, Securities, Fund Accounting, Asset Management, Global Custody, Bloomberg, Alternative Investments, Banking, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Accounting
BNY Mellon July 2012 - Present
BNY Mellon May 2000 - Present
Amalgamated Bank April 1990 - May 2000
Skills
Accounting, Mutual Funds, Fixed Income, Equities, Hedge Funds, Securities, Fund Accounting, Asset Management, Global Custody, Bloomberg, Alternative Investments, Banking, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Accounting
Allie OBrien's BNY Mellon Experience June 2012 - December 2013
Job Senior Portfolio Administrator at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
BNY Mellon June 2012 - December 2013
BNY Mellon May 2011 - June 2012
Terametric May 2009 - September 2010
ELDER LAW SOLUTIONS May 2008 - August 2008
Skills
Marketing, Product Marketing, Social Networking, Facebook, Microsoft Excel, Investments, Salesforce.com, Leadership, Market Research, Social Media, Customer Service, Sales, Management, PowerPoint, Outlook, Data Analysis, Team Leadership, Microsoft Word, Event Planning, Marketing Communications, Microsoft Office, Venture Capital, Bloomberg, Online Marketing
Education
Bentley University 2008 — 2012
Bachelor's degree, Corporate Finance & Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting and Liberal Studies; Global Perspectives
BNY Mellon Wealth Management December 2013 - Present
BNY Mellon June 2012 - December 2013
BNY Mellon May 2011 - June 2012
Terametric May 2009 - September 2010
ELDER LAW SOLUTIONS May 2008 - August 2008
Skills
Marketing, Product Marketing, Social Networking, Facebook, Microsoft Excel, Investments, Salesforce.com, Leadership, Market Research, Social Media, Customer Service, Sales, Management, PowerPoint, Outlook, Data Analysis, Team Leadership, Microsoft Word, Event Planning, Marketing Communications, Microsoft Office, Venture Capital, Bloomberg, Online Marketing
Education
Bentley University 2008 — 2012
Bachelor's degree, Corporate Finance & Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting and Liberal Studies; Global Perspectives
Sandra Schoellnast, MBA's BNY Mellon Experience June 1997 - November 1999
Job AVP Product Control at Barclays
Industry Investment Management
Experience
Barclays November 2014 - Present
GM Asset Management October 2004 - December 2013
Fidelity Investments December 2000 - October 2004
G.T. Reilly & Company November 1999 - December 2000
BNY Mellon June 1997 - November 1999
Skills
Hedge Funds, Alternative Investments, Valuation, Investment Management, Asset Managment, Portfolio Management, Corporate Finance, Asset Management, Private Equity, Investments, Equities, Fixed Income, Manage Projects, Financial Modeling, Due Diligence, Financial Analysis, Real Estate, ETFs, Bloomberg, SEC Filings, Limited Partnerships, Public/private..., Risk Management, Accounting, Internal Controls, SOX Compliancy, Mutual Funds, US GAAP, GAAP Standards, Auditing, Securities, Strategy, 10K, Financial Reporting, Team Development, Team Building, Cross-functional team, Leadership, Sarbanes-Oxley, Form 5500
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Finance
Bentley University 1993 — 1997
Bachelor of Science (BS), Accounting
Barclays November 2014 - Present
GM Asset Management October 2004 - December 2013
Fidelity Investments December 2000 - October 2004
G.T. Reilly & Company November 1999 - December 2000
BNY Mellon June 1997 - November 1999
Skills
Hedge Funds, Alternative Investments, Valuation, Investment Management, Asset Managment, Portfolio Management, Corporate Finance, Asset Management, Private Equity, Investments, Equities, Fixed Income, Manage Projects, Financial Modeling, Due Diligence, Financial Analysis, Real Estate, ETFs, Bloomberg, SEC Filings, Limited Partnerships, Public/private..., Risk Management, Accounting, Internal Controls, SOX Compliancy, Mutual Funds, US GAAP, GAAP Standards, Auditing, Securities, Strategy, 10K, Financial Reporting, Team Development, Team Building, Cross-functional team, Leadership, Sarbanes-Oxley, Form 5500
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Finance
Bentley University 1993 — 1997
Bachelor of Science (BS), Accounting
Andrew Dana Andrew Dana's BNY Mellon Experience September 2008 - July 2013
Job Institutional Portfolio Strategist at Bank of America
Industry Financial Services
Experience
U.S. Trust July 2013 - Present
BNY Mellon September 2008 - July 2013
UBS May 2004 - August 2008
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Fundraising, Asset Management, Investments, Equities, Bloomberg
Education
Providence College 2004 — 2008
Political Science, Finance, International Finance, Economics, and Relations
Beijing Language and Culture University 2007 — 2007
Mandarin
Richmond, The American International University in London 2006 — 2006
Business & Politics in the European Union
Proctor Academy
U.S. Trust July 2013 - Present
BNY Mellon September 2008 - July 2013
UBS May 2004 - August 2008
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Fundraising, Asset Management, Investments, Equities, Bloomberg
Education
Providence College 2004 — 2008
Political Science, Finance, International Finance, Economics, and Relations
Beijing Language and Culture University 2007 — 2007
Mandarin
Richmond, The American International University in London 2006 — 2006
Business & Politics in the European Union
Proctor Academy
Bart Stires's BNY Mellon Experience December 2011 - September 2013
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management September 2013 - Present
BNY Mellon December 2011 - September 2013
Skills
Investment Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Science, Finance
Bentley University 2007 — 2011
Bachelor of Science, Economics-Finance
Standish Mellon Asset Management September 2013 - Present
BNY Mellon December 2011 - September 2013
Skills
Investment Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Science, Finance
Bentley University 2007 — 2011
Bachelor of Science, Economics-Finance
Andy Zhong's BNY Mellon Experience 2007 - 2008
Job Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance June 2012 - April 2013
Arctaris Capital January 2012 - May 2012
Bentley University September 2010 - May 2012
BNY Mellon 2007 - 2008
Skills
Financial Analysis, Microsoft Office, Data Analysis, Hyperion Planning, Financial Modeling, Business Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance June 2012 - April 2013
Arctaris Capital January 2012 - May 2012
Bentley University September 2010 - May 2012
BNY Mellon 2007 - 2008
Skills
Financial Analysis, Microsoft Office, Data Analysis, Hyperion Planning, Financial Modeling, Business Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting
Melissa Cabral, MSFP Melissa Cabral, MSFP's BNY Mellon Experience May 2015 - Present
Job Vice President Asset Servicing Controller at BNY Mellon at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon November 2011 - May 2015
BNY Mellon June 2005 - November 2011
Skills
Financial Analysis, Finance, Wealth Management, Financial Reporting, Fund Accounting, Mutual Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Valuation, Derivatives, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Masters, Financial Planning
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelors, Business Administration with concentration in Finance
BNY Mellon May 2015 - Present
BNY Mellon November 2011 - May 2015
BNY Mellon June 2005 - November 2011
Skills
Financial Analysis, Finance, Wealth Management, Financial Reporting, Fund Accounting, Mutual Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Valuation, Derivatives, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Masters, Financial Planning
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelors, Business Administration with concentration in Finance
Tamara Ellis Tamara Ellis's BNY Mellon Experience June 1995 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 1995 - Present
Frost Bank August 1981 - June 1995
Skills
Sales Management, Change Management, Public Finance, Corporate Finance, Personnel Management, Contract Management, Professional Mentoring
Education
Baylor University 2005 — 2007
Master of Business Administration (MBA)
The University of Texas at Austin 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
BNY Mellon June 1995 - Present
Frost Bank August 1981 - June 1995
Skills
Sales Management, Change Management, Public Finance, Corporate Finance, Personnel Management, Contract Management, Professional Mentoring
Education
Baylor University 2005 — 2007
Master of Business Administration (MBA)
The University of Texas at Austin 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Ashley Levitt Ashley Levitt's BNY Mellon Experience August 2015 - Present
Job Axiom Attorney at BNY Mellon
Industry Legal Services
Experience
BNY Mellon August 2015 - Present
American Express July 2014 - May 2015
12Twenty, Inc. September 2013 - July 2014
Notes Editor August 2012 - May 2013
Law Offices of Alison Arden Besunder PC June 2012 - August 2012
Ogilvy & Mather June 2007 - July 2010
Skills
Anti Money Laundering, OFAC, Intellectual Property..., Legal Research, Legal Writing, Notary Public, Advertising, Marketing, Social Media, Social Media Marketing, Marketing Communications, Westlaw, Trademarks, Copyright Law, Microsoft Office
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Intellectual Property Law
Boston University - College of Communication 2003 — 2007
Bachelor of Science, Communications
Touro College Jacob D. Fuchsberg Law Center
BNY Mellon August 2015 - Present
American Express July 2014 - May 2015
12Twenty, Inc. September 2013 - July 2014
Notes Editor August 2012 - May 2013
Law Offices of Alison Arden Besunder PC June 2012 - August 2012
Ogilvy & Mather June 2007 - July 2010
Skills
Anti Money Laundering, OFAC, Intellectual Property..., Legal Research, Legal Writing, Notary Public, Advertising, Marketing, Social Media, Social Media Marketing, Marketing Communications, Westlaw, Trademarks, Copyright Law, Microsoft Office
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Juris Doctor, Intellectual Property Law
Boston University - College of Communication 2003 — 2007
Bachelor of Science, Communications
Touro College Jacob D. Fuchsberg Law Center
Michael S. Schiff, J.D., TEP Michael S. Schiff, J.D., TEP's BNY Mellon Experience November 2004 - March 2007
Job Business Development Manager at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
Jason Hui's BNY Mellon Experience December 2013 - November 2014
Job Fund Administrator at NRS
Industry Financial Services
Experience
Northeast Retirement Services November 2014 - Present
BNY Mellon December 2013 - November 2014
Northeast Retirement Services May 2012 - November 2013
Citigroup Hedge Fund Services November 2006 - January 2012
Global Wealth Investment Management - Bank of America March 2006 - November 2006
Investors Bank & Trust September 2004 - March 2006
Skills
Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities
Education
Bentley University 2000 — 2004
Marketing, Sociology, Management
Northeast Retirement Services November 2014 - Present
BNY Mellon December 2013 - November 2014
Northeast Retirement Services May 2012 - November 2013
Citigroup Hedge Fund Services November 2006 - January 2012
Global Wealth Investment Management - Bank of America March 2006 - November 2006
Investors Bank & Trust September 2004 - March 2006
Skills
Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities
Education
Bentley University 2000 — 2004
Marketing, Sociology, Management
Mary Talbot's BNY Mellon Experience June 2013 - December 2014
Job
Industry Information Technology and Services
Experience
Amazon Robotics January 2015 - Present
BNY Mellon June 2013 - December 2014
BNY Mellon March 2009 - March 2013
BNY Mellon August 2006 - March 2009
DST Technologies August 2000 - August 2006
BJ's Wholesale Club September 1998 - August 2000
Crate & Barrel November 1995 - July 1998
Skills
SDLC, Requirements Analysis, Business Analysis, Business Requirements, Requirements Gathering, Software Project..., Visio, Systems Analysis, Testing, Process Improvement, Software Documentation, SQL, Business Process, Business Process..., Quality Assurance, SharePoint, Integration, Analysis, Software Development, Test Management, Agile Methodologies, User Acceptance Testing, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Operations
University of Massachusetts, Amherst
BS
Amazon Robotics January 2015 - Present
BNY Mellon June 2013 - December 2014
BNY Mellon March 2009 - March 2013
BNY Mellon August 2006 - March 2009
DST Technologies August 2000 - August 2006
BJ's Wholesale Club September 1998 - August 2000
Crate & Barrel November 1995 - July 1998
Skills
SDLC, Requirements Analysis, Business Analysis, Business Requirements, Requirements Gathering, Software Project..., Visio, Systems Analysis, Testing, Process Improvement, Software Documentation, SQL, Business Process, Business Process..., Quality Assurance, SharePoint, Integration, Analysis, Software Development, Test Management, Agile Methodologies, User Acceptance Testing, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Operations
University of Massachusetts, Amherst
BS
Teeravit Sukosolvisit's BNY Mellon Experience August 2006 - September 2009
Job Senior Financial Analyst at Dunkin brands Inc.
Industry Financial Services
Experience
Santander Bank, N.A. November 2013 - April 2015
Dunkin brands Inc. September 2009 - November 2013
BNY Mellon August 2006 - September 2009
Mortgage Network Inc August 2002 - October 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2002
Master of science, Corporate Finance
Bentley University 1997 — 2001
BS, Finance
Santander Bank, N.A. November 2013 - April 2015
Dunkin brands Inc. September 2009 - November 2013
BNY Mellon August 2006 - September 2009
Mortgage Network Inc August 2002 - October 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2002
Master of science, Corporate Finance
Bentley University 1997 — 2001
BS, Finance
Dawn Pischetola's BNY Mellon Experience May 2013 - Present
Job Managing Director Head of Middle Office Implementations at BNY Mellon
Industry Computer Software
Experience
BNY Mellon May 2013 - Present
BNY Mellon July 2011 - April 2013
Eagle Investment Systems March 2010 - June 2011
Eagle Investment Systems September 2008 - February 2010
Eagle Investment Systems LLC, a Mellon Financial Company September 2006 - August 2008
Collaborative Consulting 2005 - 2006
Brown Brothers Harriman & Co. 2000 - 2004
Brown Brothers Harriman September 1996 - 1999
Skills
Business Analysis, Data Warehousing, Software Project..., Financial Services, Oracle, SDLC, Requirements Analysis, Product Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Bentley University 1992 — 1996
BS, EC/FI
BNY Mellon May 2013 - Present
BNY Mellon July 2011 - April 2013
Eagle Investment Systems March 2010 - June 2011
Eagle Investment Systems September 2008 - February 2010
Eagle Investment Systems LLC, a Mellon Financial Company September 2006 - August 2008
Collaborative Consulting 2005 - 2006
Brown Brothers Harriman & Co. 2000 - 2004
Brown Brothers Harriman September 1996 - 1999
Skills
Business Analysis, Data Warehousing, Software Project..., Financial Services, Oracle, SDLC, Requirements Analysis, Product Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Bentley University 1992 — 1996
BS, EC/FI
Tricia Prehle, MBA, CPA, CMA, CEP's BNY Mellon Experience July 2002 - January 2007
Job VP, Financial and Product Management
Industry Financial Services
Experience
Computershare January 2007 - Present
BNY Mellon July 2002 - January 2007
JP Morgan Chase November 2001 - July 2002
Gruntal & Co., L.L.C. March 1996 - August 1999
Grant Thornton October 1995 - March 1996
Skills
Financial Planning, Relationship Management, Global Client Management, Investment Management, Financial Analysis, Financial Modeling, Financial Services, Financial Reporting, Forecasting, Internal Controls, Strategic Financial..., Finance, Managerial Finance, Accounting, Business Analysis, Financial Statements, Employee Stock Options, Equities, Portfolio Management, Financial Accounting, ASC 718 (FAS 123R)
Education
NYU School of Professional Studies 2014 — 2015
Certificate in Financial Planning
IESE Business School - University of Navarra 1999 — 2001
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Computershare January 2007 - Present
BNY Mellon July 2002 - January 2007
JP Morgan Chase November 2001 - July 2002
Gruntal & Co., L.L.C. March 1996 - August 1999
Grant Thornton October 1995 - March 1996
Skills
Financial Planning, Relationship Management, Global Client Management, Investment Management, Financial Analysis, Financial Modeling, Financial Services, Financial Reporting, Forecasting, Internal Controls, Strategic Financial..., Finance, Managerial Finance, Accounting, Business Analysis, Financial Statements, Employee Stock Options, Equities, Portfolio Management, Financial Accounting, ASC 718 (FAS 123R)
Education
NYU School of Professional Studies 2014 — 2015
Certificate in Financial Planning
IESE Business School - University of Navarra 1999 — 2001
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Fredric Levine's BNY Mellon Experience 2003 - 2006
Job Director, IS Audit
Industry Information Technology and Services
Experience
John Hancock Financial Services July 2007 - January 2010
Cognos 2004 - 2007
BNY Mellon 2003 - 2006
Putnam Investments 1998 - 2001
Skills
Risk Management, Business Intelligence, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Auditing, Analytics, Enterprise Risk...
Education
Bentley University 1994 — 1998
John Hancock Financial Services July 2007 - January 2010
Cognos 2004 - 2007
BNY Mellon 2003 - 2006
Putnam Investments 1998 - 2001
Skills
Risk Management, Business Intelligence, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Auditing, Analytics, Enterprise Risk...
Education
Bentley University 1994 — 1998
Simon Hermiz's BNY Mellon Experience July 2013 - January 2014
Job Managing Director & CoFounder at InterNex Capital
Industry Financial Services
Experience
InterNex Capital September 2015 - Present
NoteX August 2013 - March 2015
BNY Mellon July 2013 - January 2014
Fifth Third Bank April 2009 - June 2011
Fifth Third Bank August 2007 - April 2009
Fifth Third Bank May 2006 - July 2007
Skills
Credit Risk, Fixed Income, Financial Modeling, Commercial Banking, Commercial Lending, Equities, VBA, Credit Derivatives, Credit Analysis, Structured Finance, Due Diligence, Basel II, Financial Engineering, SAS, R, C++, Python, Credit Value Adjustment..., Big Data, CUDA Thrust, RESTful WebServices, Peer Lending, Invoice Finance, Accounting, Debt Restructuring, Entrepreneurship, Start-ups
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering
University of Cincinnati - McMicken College 2010 — 2012
Mathematics, Statistics, and Computer Science Courses
Western Michigan University - Haworth College of Business
Bachelor of Business Administration (BBA), Finance and Accounting
InterNex Capital September 2015 - Present
NoteX August 2013 - March 2015
BNY Mellon July 2013 - January 2014
Fifth Third Bank April 2009 - June 2011
Fifth Third Bank August 2007 - April 2009
Fifth Third Bank May 2006 - July 2007
Skills
Credit Risk, Fixed Income, Financial Modeling, Commercial Banking, Commercial Lending, Equities, VBA, Credit Derivatives, Credit Analysis, Structured Finance, Due Diligence, Basel II, Financial Engineering, SAS, R, C++, Python, Credit Value Adjustment..., Big Data, CUDA Thrust, RESTful WebServices, Peer Lending, Invoice Finance, Accounting, Debt Restructuring, Entrepreneurship, Start-ups
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering
University of Cincinnati - McMicken College 2010 — 2012
Mathematics, Statistics, and Computer Science Courses
Western Michigan University - Haworth College of Business
Bachelor of Business Administration (BBA), Finance and Accounting
Olga Fridman's BNY Mellon Experience 2001 - Present
Job Global Corporate Actions Supervisor at BNY Mellon Financial Corporation
Industry Financial Services
Experience
BNY Mellon Financial Corporation January 2001 - Present
BNY Mellon 2001 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, International Finance
BNY Mellon Financial Corporation January 2001 - Present
BNY Mellon 2001 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, International Finance
Matthew Lamson's BNY Mellon Experience July 2012 - Present
Job Service Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon February 2010 - July 2012
Bank of New York Mellon February 2008 - February 2010
Skills
Corporate Actions, Financial Services, Hedge Funds, Hedge Fund..., Operational Due..., Outsourcing, Investor Relations, Client Focus, Fund Administration, Derivatives, Bloomberg, Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Investments, Risk Management
Education
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Political Science - Focus in Legal Studies
GDA
BNY Mellon July 2012 - Present
BNY Mellon February 2010 - July 2012
Bank of New York Mellon February 2008 - February 2010
Skills
Corporate Actions, Financial Services, Hedge Funds, Hedge Fund..., Operational Due..., Outsourcing, Investor Relations, Client Focus, Fund Administration, Derivatives, Bloomberg, Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Investments, Risk Management
Education
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Political Science - Focus in Legal Studies
GDA
Susan Cernick's BNY Mellon Experience October 2009 - December 2009
Job IT Project Manager at State Street
Industry Financial Services
Experience
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
Alanna Spada's BNY Mellon Experience July 2012 - Present
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon April 2008 - July 2012
BNY Mellon Wealth Management February 2006 - April 2008
BNY Mellon March 2003 - February 2006
BNY Mellon 2000 - 2002
Skills
Fixed Income, Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Asset Allocation, Alternative Investments, Financial Analysis, Wealth Management, Securities, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory
Education
Bentley University 2008 — 2010
Master of Business Administration (M.B.A.), Financial Planning
Salem State College 1997 — 2001
Bachelor of Science (B.S.), Business, Finance Concentration
BNY Mellon July 2012 - Present
BNY Mellon April 2008 - July 2012
BNY Mellon Wealth Management February 2006 - April 2008
BNY Mellon March 2003 - February 2006
BNY Mellon 2000 - 2002
Skills
Fixed Income, Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Asset Allocation, Alternative Investments, Financial Analysis, Wealth Management, Securities, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory
Education
Bentley University 2008 — 2010
Master of Business Administration (M.B.A.), Financial Planning
Salem State College 1997 — 2001
Bachelor of Science (B.S.), Business, Finance Concentration
Andrew Barry's BNY Mellon Experience December 2006 - Present
Job Marketing Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2006 - Present
PFPC Inc. June 2001 - July 2006
State Street October 1996 - May 2001
Skills
Mutual Funds, Strategic Planning, Marketing, Business Development, Financial Services, Hedge Funds, Insurance, Business Analysis, Editing, Investments, Management, RFP, Leadership, Asset Management, Securities, Equities, Fixed Income, Portfolio Management
Education
Becker College 2007 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.85
Immaculate high School.
Immaculate high School.
Salve Regina University
BNY Mellon December 2006 - Present
PFPC Inc. June 2001 - July 2006
State Street October 1996 - May 2001
Skills
Mutual Funds, Strategic Planning, Marketing, Business Development, Financial Services, Hedge Funds, Insurance, Business Analysis, Editing, Investments, Management, RFP, Leadership, Asset Management, Securities, Equities, Fixed Income, Portfolio Management
Education
Becker College 2007 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.85
Immaculate high School.
Immaculate high School.
Salve Regina University
Michaela Silva's BNY Mellon Experience July 2000 - August 2003
Job Compliance Professional at GMO
Industry Investment Management
Shahzad Bhatti's BNY Mellon Experience April 2013 - Present
Job Vice President at BNYMellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
CSC January 2010 - January 2012
NYSE Euronext 2007 - January 2010
NYSE January 2001 - December 2006
SIAC July 1999 - December 2000
Skills
IT Management, IT Outsourcing, Quality Assurance, Testing, Databases, Data Analysis, Software Quality..., SDLC, User Acceptance Testing, Process Improvement, Test Management, Software Development, Requirements Analysis, System Testing, Test Planning, Business Analysis, Unix, Quality Center, Requirements Gathering, Software Project..., Agile Methodologies, Management, Integration, PMP, PMO, Resource Management, IT Strategy, Agile Project Management, Vendor Management, Offshoring, Data Warehousing, ITIL, Enterprise Architecture, Release Management, Business Requirements, Business Process, CMMI, Visio, Project Delivery, Solution Architecture, Business Intelligence, SOA, Scrum, IT Service Management, SharePoint, Global Delivery, Oracle, Project Portfolio..., MS Project, Systems Analysis
Education
Pace University 2012 — 2012
Certificate, Hands-on Project Management certificate
City University of New York-Baruch College 1991 — 1994
MBA, CIS and Finance
University of the Punjab, Lahore 1974 — 1976
M.Sc, Statistics
BNY Mellon April 2013 - Present
CSC January 2010 - January 2012
NYSE Euronext 2007 - January 2010
NYSE January 2001 - December 2006
SIAC July 1999 - December 2000
Skills
IT Management, IT Outsourcing, Quality Assurance, Testing, Databases, Data Analysis, Software Quality..., SDLC, User Acceptance Testing, Process Improvement, Test Management, Software Development, Requirements Analysis, System Testing, Test Planning, Business Analysis, Unix, Quality Center, Requirements Gathering, Software Project..., Agile Methodologies, Management, Integration, PMP, PMO, Resource Management, IT Strategy, Agile Project Management, Vendor Management, Offshoring, Data Warehousing, ITIL, Enterprise Architecture, Release Management, Business Requirements, Business Process, CMMI, Visio, Project Delivery, Solution Architecture, Business Intelligence, SOA, Scrum, IT Service Management, SharePoint, Global Delivery, Oracle, Project Portfolio..., MS Project, Systems Analysis
Education
Pace University 2012 — 2012
Certificate, Hands-on Project Management certificate
City University of New York-Baruch College 1991 — 1994
MBA, CIS and Finance
University of the Punjab, Lahore 1974 — 1976
M.Sc, Statistics
Ned Siegel's BNY Mellon Experience June 2015 - Present
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
State Street July 1993 - June 2015
Skills
Sales Management, International Sales, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Asset Managment, Securities, Equities, Fixed Income, Investments, Portfolio Management, Fund Of Funds, Valuation, Derivatives, Risk Management
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Finance / Corporate Finance
McGill University 1986 — 1988
BA Honours, Political Science
Bates College 1983 — 1985
N/A
BNY Mellon June 2015 - Present
State Street July 1993 - June 2015
Skills
Sales Management, International Sales, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Asset Managment, Securities, Equities, Fixed Income, Investments, Portfolio Management, Fund Of Funds, Valuation, Derivatives, Risk Management
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Finance / Corporate Finance
McGill University 1986 — 1988
BA Honours, Political Science
Bates College 1983 — 1985
N/A
Wendy Gayle, CPA's BNY Mellon Experience 2004 - 2005
Job Manager at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal Capital Market Corp September 2007 - Present
Citi 2005 - 2007
BNY Mellon 2004 - 2005
Barclays 2001 - 2004
PwC 1997 - 2000
Dreyfus 1995 - 1997
Skills
Banking, Finance, Accounting, Auditing, Account Reconciliation, General Ledger, Variance Analysis, Financial Statements, Portfolio Management, GAAP, Valuation, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
Bachelor's Degree, Accounting
Bank of Montreal Capital Market Corp September 2007 - Present
Citi 2005 - 2007
BNY Mellon 2004 - 2005
Barclays 2001 - 2004
PwC 1997 - 2000
Dreyfus 1995 - 1997
Skills
Banking, Finance, Accounting, Auditing, Account Reconciliation, General Ledger, Variance Analysis, Financial Statements, Portfolio Management, GAAP, Valuation, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
Bachelor's Degree, Accounting
Zamir Syed's BNY Mellon Experience April 1998 - Present
Job Senior Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon April 1998 - Present
PepsiCo January 1998 - March 1998
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Analytics, Analysis, Business Analysis, Data Analysis, Risk Management, Finance, Accounting, Due Diligence, Financial Services, Valuation, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Account Reconciliation, General Ledger, Financial Statements
Education
Baruch College 1995 — 1997
Master of Business Administration (M.B.A.), Accounting
Birla Institute of Technology and Science 1989 — 1993
Bachelor's degree, Electrical and Electronics Engineering
BNY Mellon April 1998 - Present
PepsiCo January 1998 - March 1998
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Analytics, Analysis, Business Analysis, Data Analysis, Risk Management, Finance, Accounting, Due Diligence, Financial Services, Valuation, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Account Reconciliation, General Ledger, Financial Statements
Education
Baruch College 1995 — 1997
Master of Business Administration (M.B.A.), Accounting
Birla Institute of Technology and Science 1989 — 1993
Bachelor's degree, Electrical and Electronics Engineering
Ann Marcus's BNY Mellon Experience June 2013 - Present
Job Vice President, Broker Dealer Services Project Mgmt Group Leader at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
JPMorgan Chase November 2012 - June 2013
JPMorgan Chase October 2008 - October 2012
Fidelity Investments February 2007 - October 2008
Fidelity Investments, Risk Oversight June 2006 - January 2007
Fidelity Investments, Business Compliance August 2005 - June 2006
Fidelity Investments August 2003 - August 2005
Fidelity Investments July 2001 - August 2003
Fidelity Investments June 1999 - July 2001
Metlife (formerly Bankers Trust Company) March 1999 - June 1999
Skills
Relationship Management, Business Analysis, Project Management, PMO, Program Management, Business Process..., Financial Services, Strategic Planning, Risk Management, Securities, 401k, AML, Cross-functional Team..., Management, Portfolio Management, Process Improvement, Strategy
Education
Clark University 2003 — 2006
MBA, Marketing & Management
Belmont University 1991 — 1993
BBA, Marketing, Business Administration
Nashville State Technical Institute 1988 — 1990
AS, Financial Services Management
BNY Mellon June 2013 - Present
JPMorgan Chase November 2012 - June 2013
JPMorgan Chase October 2008 - October 2012
Fidelity Investments February 2007 - October 2008
Fidelity Investments, Risk Oversight June 2006 - January 2007
Fidelity Investments, Business Compliance August 2005 - June 2006
Fidelity Investments August 2003 - August 2005
Fidelity Investments July 2001 - August 2003
Fidelity Investments June 1999 - July 2001
Metlife (formerly Bankers Trust Company) March 1999 - June 1999
Skills
Relationship Management, Business Analysis, Project Management, PMO, Program Management, Business Process..., Financial Services, Strategic Planning, Risk Management, Securities, 401k, AML, Cross-functional Team..., Management, Portfolio Management, Process Improvement, Strategy
Education
Clark University 2003 — 2006
MBA, Marketing & Management
Belmont University 1991 — 1993
BBA, Marketing, Business Administration
Nashville State Technical Institute 1988 — 1990
AS, Financial Services Management
Wilfred Lewis's BNY Mellon Experience November 2010 - Present
Job Financial Reporting Alternative Investments
Industry Accounting
Experience
BNY Mellon November 2010 - Present
NABA 2002 - Present
PricewaterhouseCoopers November 2008 - November 2010
Mitchell & Titus, LLP September 2004 - November 2008
JP Morgan Chase June 2003 - August 2004
Skills
Internal Controls, Financial Accounting, Auditing, US GAAP, Accounting, Tax, Financial Reporting, Financial Analysis, Due Diligence, GAAP
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
BNY Mellon November 2010 - Present
NABA 2002 - Present
PricewaterhouseCoopers November 2008 - November 2010
Mitchell & Titus, LLP September 2004 - November 2008
JP Morgan Chase June 2003 - August 2004
Skills
Internal Controls, Financial Accounting, Auditing, US GAAP, Accounting, Tax, Financial Reporting, Financial Analysis, Due Diligence, GAAP
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Craig H. Weaver's BNY Mellon Experience 2014 - 2014
Job Principal, Craig H. Weaver Consulting
Industry Law Practice
Experience
Craig H. Weaver Consulting 2011 - Present
BNY Mellon 2014 - 2014
Avaya, Inc. 2008 - 2010
TD Bank USA, N.A. June 2006 - September 2007
Merrill Lynch & Co. Inc. 2004 - 2005
Citigroup./Citicorp 1984 - 2004
Manufacturers Hanover Trust Company 1982 - 1984
Skills
Intellectual Property, Banking, Corporate Governance, Brokerage, Payment Systems, Corporate Law, Commercial Litigation, Capital Markets, Privacy Law, Contract Negotiation, Joint Ventures, Licensing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
JD, Law
Columbia University 1973 — 1977
BA, magna cum laude; Phi Beta Kappa
Craig H. Weaver Consulting 2011 - Present
BNY Mellon 2014 - 2014
Avaya, Inc. 2008 - 2010
TD Bank USA, N.A. June 2006 - September 2007
Merrill Lynch & Co. Inc. 2004 - 2005
Citigroup./Citicorp 1984 - 2004
Manufacturers Hanover Trust Company 1982 - 1984
Skills
Intellectual Property, Banking, Corporate Governance, Brokerage, Payment Systems, Corporate Law, Commercial Litigation, Capital Markets, Privacy Law, Contract Negotiation, Joint Ventures, Licensing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1977 — 1980
JD, Law
Columbia University 1973 — 1977
BA, magna cum laude; Phi Beta Kappa
Sharon Lyon's BNY Mellon Experience April 2006 - March 2011
Job Accountant at U.S. Securities and Exchange Commission
Industry Accounting
Experience
U.S. Securities and Exchange Commission February 2013 - Present
BNY Mellon April 2006 - March 2011
Ernst & Young LLP January 2001 - January 2004
Depository Trust Clearing Corp April 1999 - November 2000
PricewaterhouseCoopers LLP September 1996 - April 1999
Skills
CPA, GAAP, Auditing, Internal Controls, Operational Risk..., Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition
Education
City University of New York-Baruch College
BBA, Accounting
U.S. Securities and Exchange Commission February 2013 - Present
BNY Mellon April 2006 - March 2011
Ernst & Young LLP January 2001 - January 2004
Depository Trust Clearing Corp April 1999 - November 2000
PricewaterhouseCoopers LLP September 1996 - April 1999
Skills
CPA, GAAP, Auditing, Internal Controls, Operational Risk..., Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition
Education
City University of New York-Baruch College
BBA, Accounting
Michael Ciummei's BNY Mellon Experience June 2011 - August 2011
Job Commercial Real Estate Advisor at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle March 2014 - Present
Avison Young Commercial Real Estate September 2012 - March 2014
BNY Mellon June 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Real Estate Economics, Real Estate Transactions, Real Estate, Commercial Real Estate, Leases, Brokerage, Corporate Real Estate, Location Intelligence, Tenant, Tenant Representation, Lease Negotiations, Landlords, Investment Sales
Education
Bates College 2008 — 2012
Bachelor's degree, Economics
Phillips Academy 2005 — 2008
Jones Lang LaSalle March 2014 - Present
Avison Young Commercial Real Estate September 2012 - March 2014
BNY Mellon June 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Real Estate Economics, Real Estate Transactions, Real Estate, Commercial Real Estate, Leases, Brokerage, Corporate Real Estate, Location Intelligence, Tenant, Tenant Representation, Lease Negotiations, Landlords, Investment Sales
Education
Bates College 2008 — 2012
Bachelor's degree, Economics
Phillips Academy 2005 — 2008
Daniel Zibinskas's BNY Mellon Experience February 2000 - May 2010
Job Beaumont Financial Partners, LLC
Industry Investment Management
Experience
Beaumont Financial Partners, LLC October 2011 - Present
Shepherd Kaplan LLC May 2010 - October 2011
BNY Mellon February 2000 - May 2010
Brown Brothers Harriman April 1994 - February 2000
Skills
Alternative Investments, Estate Planning, Investment Management, Wealth Management, Trusted Advisor, Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity, Fixed Income, Securities, Equities
Education
Wake Forest University 1990 — 1992
BA, Economics
Bates College 1988 — 1990
Beaumont Financial Partners, LLC October 2011 - Present
Shepherd Kaplan LLC May 2010 - October 2011
BNY Mellon February 2000 - May 2010
Brown Brothers Harriman April 1994 - February 2000
Skills
Alternative Investments, Estate Planning, Investment Management, Wealth Management, Trusted Advisor, Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity, Fixed Income, Securities, Equities
Education
Wake Forest University 1990 — 1992
BA, Economics
Bates College 1988 — 1990
Robert Goldenberg's BNY Mellon Experience December 2013 - Present
Job Managing Director & Senior Managing Counsel, BNY Mellon
Industry Legal Services
Experience
BNY Mellon December 2013 - Present
Law Offices of Robert Goldenberg 2011 - 2013
UBS 2000 - 2011
UBS Wealth Management 2000 - 2011
Mayer Brown 1995 - 1999
Simpson Thacher & Bartlett LLP 1993 - 1996
Skills
FINRA
Education
Benjamin N. Cardozo School of Law, Yeshiva University
BNY Mellon December 2013 - Present
Law Offices of Robert Goldenberg 2011 - 2013
UBS 2000 - 2011
UBS Wealth Management 2000 - 2011
Mayer Brown 1995 - 1999
Simpson Thacher & Bartlett LLP 1993 - 1996
Skills
FINRA
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Stephen Corridori's BNY Mellon Experience August 2011 - Present
Job Control Accounting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Fidelity Investments May 2004 - April 2011
Fidelity Investments August 2000 - May 2004
Skills
Investments, Analysis, Mutual Funds, Risk Management, Financial Services, Relationship Management
Education
Becker College
B.A., Psychology
Fitchburg State University
BNY Mellon August 2011 - Present
Fidelity Investments May 2004 - April 2011
Fidelity Investments August 2000 - May 2004
Skills
Investments, Analysis, Mutual Funds, Risk Management, Financial Services, Relationship Management
Education
Becker College
B.A., Psychology
Fitchburg State University
Shiryl Dean's BNY Mellon Experience July 2009 - Present
Job Vice Pres. at Bank of New York Mellon
Industry Banking
Experience
BNY Mellon July 2009 - Present
Bank of New York Mellon August 2004 - July 2009
MetLife April 1999 - July 2004
Aetna/NYLCare Health Plans 1995 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Project Management, Agile Methodologies, Training, Documentations, CMMI, Scrum, CMM, SDLC, Process Improvement, Risk Management, Program Management, Business Analysis, SharePoint, Change Management, Visio, Software Development, Software Project..., Software Quality..., MS Project, Software Documentation, PMO, PMP, Disaster Recovery, Management, Project Portfolio..., ITIL, Microsoft Project
Education
Pace University 2000 — 2009
DPS, Computing
Baruch College, City University of New York (CUNY) 1996 — 1998
M.S., Business Computer Information Systems
New York University 1993 — 1994
Diploma, Systems Analysis
Saint John's University 1980 — 1984
B.S., Correctional Counseling
BNY Mellon July 2009 - Present
Bank of New York Mellon August 2004 - July 2009
MetLife April 1999 - July 2004
Aetna/NYLCare Health Plans 1995 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Project Management, Agile Methodologies, Training, Documentations, CMMI, Scrum, CMM, SDLC, Process Improvement, Risk Management, Program Management, Business Analysis, SharePoint, Change Management, Visio, Software Development, Software Project..., Software Quality..., MS Project, Software Documentation, PMO, PMP, Disaster Recovery, Management, Project Portfolio..., ITIL, Microsoft Project
Education
Pace University 2000 — 2009
DPS, Computing
Baruch College, City University of New York (CUNY) 1996 — 1998
M.S., Business Computer Information Systems
New York University 1993 — 1994
Diploma, Systems Analysis
Saint John's University 1980 — 1984
B.S., Correctional Counseling
Toby Li's BNY Mellon Experience 2004 - 2004
Job
Industry Financial Services
Experience
Perkins Eastman 2011 - Present
Rockview Capital 2006 - 2010
Citco Fund Services 2004 - 2006
BNY Mellon 2004 - 2004
Skills
Account Reconciliation, Bloomberg, Forecasting, Invoicing, budgeting, reconciliation, invoices, Budgets, Deltek Vision, Reuters, Microsoft Office, DTCC, Icelink, Clearpar, outlook, aexeo, Hedgetek, Charles River, operations, Back Office, Middle Office, Work authorizations, Drafting Proposals, Recruiting, Employee Training, Reporting & Analysis
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Kellar Graduate School of Management
Master of Business Administration (MBA)
Queens College
Perkins Eastman 2011 - Present
Rockview Capital 2006 - 2010
Citco Fund Services 2004 - 2006
BNY Mellon 2004 - 2004
Skills
Account Reconciliation, Bloomberg, Forecasting, Invoicing, budgeting, reconciliation, invoices, Budgets, Deltek Vision, Reuters, Microsoft Office, DTCC, Icelink, Clearpar, outlook, aexeo, Hedgetek, Charles River, operations, Back Office, Middle Office, Work authorizations, Drafting Proposals, Recruiting, Employee Training, Reporting & Analysis
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Kellar Graduate School of Management
Master of Business Administration (MBA)
Queens College
Carl Homicki's BNY Mellon Experience July 2009 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
Education
Bentley University 1993 — 1997
BS, Accounting
BNY Mellon July 2009 - Present
Education
Bentley University 1993 — 1997
BS, Accounting
SARFRAZ KHAN's BNY Mellon Experience June 2006 - March 2010
Job Senior Manager at KPMG
Industry Financial Services
Experience
KPMG January 2011 - Present
Barclays Capital March 2010 - January 2011
BNY Mellon June 2006 - March 2010
Skills
Strategic Planning, Information Technology, Information Architecture, Information Management, Account Reconciliation, Financial Reporting, Operating Systems, System Architecture, System Testing, System Design, Systems Analysis, Year End Reporting..., IRS Documentation..., Information reporting..., Information reporting..., Information reporting..., 945/1042 reconciliation, FATCA, FATCA technology..., Banking, Visio, International Tax, Tax Reporting, Accounting, Business Analysis, Corporate Tax, Due Diligence, Financial Analysis, Project Management, Tax Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
KPMG January 2011 - Present
Barclays Capital March 2010 - January 2011
BNY Mellon June 2006 - March 2010
Skills
Strategic Planning, Information Technology, Information Architecture, Information Management, Account Reconciliation, Financial Reporting, Operating Systems, System Architecture, System Testing, System Design, Systems Analysis, Year End Reporting..., IRS Documentation..., Information reporting..., Information reporting..., Information reporting..., 945/1042 reconciliation, FATCA, FATCA technology..., Banking, Visio, International Tax, Tax Reporting, Accounting, Business Analysis, Corporate Tax, Due Diligence, Financial Analysis, Project Management, Tax Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
John Chansky's BNY Mellon Experience July 2000 - November 2009
Job Financial Analyst at EMC
Industry Accounting
Experience
EMC November 2011 - Present
Massachusetts Bay Transit Authority July 2011 - November 2011
BNY Mellon July 2000 - November 2009
Equiserve (Computershare) July 1999 - July 2000
Safety 1st September 1997 - June 1999
Safety 1st September 1996 - September 1997
Safety 1st October 1995 - September 1996
Skills
Financial Reporting, General Ledger, Accounting, Account Reconciliation, Variance Analysis, Hyperion Enterprise, PeopleSoft, Fixed Assets, Accruals, Internal Audit, Financial Statements, Consolidation, Journal Entries, Bank Reconciliation, Finance, Accounts Receivable, Analysis
Education
Bentley University 1995 — 1997
Certificate, Accounting
Syracuse University 1985 — 1989
Bachelor of Science, Retail Management
Newton South
EMC November 2011 - Present
Massachusetts Bay Transit Authority July 2011 - November 2011
BNY Mellon July 2000 - November 2009
Equiserve (Computershare) July 1999 - July 2000
Safety 1st September 1997 - June 1999
Safety 1st September 1996 - September 1997
Safety 1st October 1995 - September 1996
Skills
Financial Reporting, General Ledger, Accounting, Account Reconciliation, Variance Analysis, Hyperion Enterprise, PeopleSoft, Fixed Assets, Accruals, Internal Audit, Financial Statements, Consolidation, Journal Entries, Bank Reconciliation, Finance, Accounts Receivable, Analysis
Education
Bentley University 1995 — 1997
Certificate, Accounting
Syracuse University 1985 — 1989
Bachelor of Science, Retail Management
Newton South
Gregory Joseph Frederick's BNY Mellon Experience July 2005 - August 2008
Job Sole Proprietor at Golden Point Solutions
Industry Financial Services
Experience
Golden Point Solutions August 2010 - Present
Best Buy September 2009 - December 2009
BNY Mellon July 2005 - August 2008
Skills
English, Mathematics, Science, Wealth Management, Investment Banking, Securities Lending, Commercial Lending, Consumer Lending, Corporate Real Estate, Corporate Development, Corporate Branding, Corporate Finance, Corporate Communications, Management Consulting, Team Building, Legal Writing, Contract Negotiation, Business Planning, Data Analysis, Business Strategy, Budget Setting, Multi-channel Retail, Sales Operations, Public Relations, Marketing Strategy, Advertising, Promotions, Public Speaking, Interpersonal Skill, Media Entertainment, Entrepreneurship, FX Options
Education
Boston College 2010 — 2011
Bachelor of Science (BS), Corporate Systems
Curry College 2008 — 2009
BS, Business, Management, Marketing, and Related Support Services
Becker College 2007 — 2008
BS, Business Administration and Management, General
Golden Point Solutions August 2010 - Present
Best Buy September 2009 - December 2009
BNY Mellon July 2005 - August 2008
Skills
English, Mathematics, Science, Wealth Management, Investment Banking, Securities Lending, Commercial Lending, Consumer Lending, Corporate Real Estate, Corporate Development, Corporate Branding, Corporate Finance, Corporate Communications, Management Consulting, Team Building, Legal Writing, Contract Negotiation, Business Planning, Data Analysis, Business Strategy, Budget Setting, Multi-channel Retail, Sales Operations, Public Relations, Marketing Strategy, Advertising, Promotions, Public Speaking, Interpersonal Skill, Media Entertainment, Entrepreneurship, FX Options
Education
Boston College 2010 — 2011
Bachelor of Science (BS), Corporate Systems
Curry College 2008 — 2009
BS, Business, Management, Marketing, and Related Support Services
Becker College 2007 — 2008
BS, Business Administration and Management, General
Steven Pires's BNY Mellon Experience January 2014 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
Samantha Lall's BNY Mellon Experience HR AssistantThe Bank of New YorkJune 2006 - November 2008
Job HR Administrator II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon HR AssistantThe Bank of New YorkJune 2006 - November 2008
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BNY Mellon HR AssistantThe Bank of New YorkJune 2006 - November 2008
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
William Manko's BNY Mellon Experience June 2013 - Present
Job Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
BNY Mellon June 2011 - June 2013
Actuarial and Technical Solutions June 2008 - September 2008
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Project Management, Access, VBA, Business Statistics, Database Design, Client Services, Quality Control, Operational Cost...
Education
City University of New York-Baruch College 2013 — 2016
Master of Business Administration (MBA), Finance and Operational Research
Union College 2006 — 2010
BS, Mathematics, German, Economics
Bay Shore High School 2002 — 2006
HS Diploma
BNY Mellon June 2013 - Present
BNY Mellon June 2011 - June 2013
Actuarial and Technical Solutions June 2008 - September 2008
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Project Management, Access, VBA, Business Statistics, Database Design, Client Services, Quality Control, Operational Cost...
Education
City University of New York-Baruch College 2013 — 2016
Master of Business Administration (MBA), Finance and Operational Research
Union College 2006 — 2010
BS, Mathematics, German, Economics
Bay Shore High School 2002 — 2006
HS Diploma
Winnie Wu's BNY Mellon Experience July 2009 - August 2009
Job Business Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Citi July 2013 - October 2014
Elizabeth St. Wine & Liquor Store February 2011 - October 2013
McGraw-Hill April 2012 - May 2013
BNY Mellon July 2009 - August 2009
Skills
Human Resources, Vendor Relations, Accruals, Budgeting, Expense Allocation, Invoice Processing, Microsoft Excel, Recruiting, Microsoft Office, Outlook, Management, Analysis, Customer Service, Cross-team Communication, Executive..., Event Management, Project Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Event Planning, Applicant Tracking..., Social Networking, Cantonese, Data Analysis, Research, Data Entry, Time Management, Windows, Mac
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Human Resource Management
Fort Hamilton High School
Advanced Regents Diploma
Morgan Stanley November 2014 - Present
Citi July 2013 - October 2014
Elizabeth St. Wine & Liquor Store February 2011 - October 2013
McGraw-Hill April 2012 - May 2013
BNY Mellon July 2009 - August 2009
Skills
Human Resources, Vendor Relations, Accruals, Budgeting, Expense Allocation, Invoice Processing, Microsoft Excel, Recruiting, Microsoft Office, Outlook, Management, Analysis, Customer Service, Cross-team Communication, Executive..., Event Management, Project Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Event Planning, Applicant Tracking..., Social Networking, Cantonese, Data Analysis, Research, Data Entry, Time Management, Windows, Mac
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Human Resource Management
Fort Hamilton High School
Advanced Regents Diploma
William Yip's BNY Mellon Experience December 2007 - Present
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2007 - Present
Lazard Asset Management September 2001 - December 2007
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelor of Finance, Finance
BNY Mellon December 2007 - Present
Lazard Asset Management September 2001 - December 2007
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelor of Finance, Finance
Steve Ratliff's BNY Mellon Experience December 2007 - August 2011
Job Credit Analyst III at HollyFrontier Corporation
Industry Financial Services
Experience
HollyFrontier Corporation August 2011 - Present
BNY Mellon December 2007 - August 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance, Real Estate
HollyFrontier Corporation August 2011 - Present
BNY Mellon December 2007 - August 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance, Real Estate
Sandy Lu Wong's BNY Mellon Experience February 2002 - November 2010
Job Financial Assistant at JPB Foundation
Industry Financial Services
Experience
JPB Foundation March 2012 - Present
Free Agent November 2010 - February 2012
BNY Mellon February 2002 - November 2010
BNY Mellon May 1998 - February 2002
Commerical Bank Of New York February 1996 - May 1998
Mac Swed Inc. December 1994 - February 1996
Skills
Portfolio Management, Finance, Financial Reporting, Accounting, Securities, Fixed Income, Account Reconciliation, Banking
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
JPB Foundation March 2012 - Present
Free Agent November 2010 - February 2012
BNY Mellon February 2002 - November 2010
BNY Mellon May 1998 - February 2002
Commerical Bank Of New York February 1996 - May 1998
Mac Swed Inc. December 1994 - February 1996
Skills
Portfolio Management, Finance, Financial Reporting, Accounting, Securities, Fixed Income, Account Reconciliation, Banking
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Savitri Persaud's BNY Mellon Experience
Job Senior Associate at BNY Mellon
Industry Banking
Experience
BNY Mellon
Skills
Sales and marketing, Finance, Financial Modeling, Risk Management, Banking
Education
City University of New York-Baruch College 1980 — 1984
Bachelor's Degree
Baruch College, City University of New York (CUNY)
BNY Mellon
Skills
Sales and marketing, Finance, Financial Modeling, Risk Management, Banking
Education
City University of New York-Baruch College 1980 — 1984
Bachelor's Degree
Baruch College, City University of New York (CUNY)
WIll Markunas's BNY Mellon Experience January 2009 - Present
Job Senior Manager, Communication Services at Computershare US
Industry Financial Services
Experience
Computershare US January 2013 - Present
BNY Mellon January 2009 - Present
BNY Mellon 2005 - 2008
BNY Mellon 2003 - 2004
ADP Graphic Communication Services (now Dg3) 2000 - 2001
Creation Composition 1990 - 2000
Skills
Securities, Corporate Actions, Investor Relations, Mutual Funds, Financial Services, Equities, Capital Markets, Relationship Management, Fixed Income, Hedge Funds
Education
Baruch College
Baruch College, Finance
Computershare US January 2013 - Present
BNY Mellon January 2009 - Present
BNY Mellon 2005 - 2008
BNY Mellon 2003 - 2004
ADP Graphic Communication Services (now Dg3) 2000 - 2001
Creation Composition 1990 - 2000
Skills
Securities, Corporate Actions, Investor Relations, Mutual Funds, Financial Services, Equities, Capital Markets, Relationship Management, Fixed Income, Hedge Funds
Education
Baruch College
Baruch College, Finance
Sabeen Mukhtar's BNY Mellon Experience June 2006 - July 2011
Job Client Onboarding Associate
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Nordea May 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB February 2013 - May 2013
Barclays Investment Bank July 2011 - October 2011
BNY Mellon June 2006 - July 2011
Skills
MS Office Suite, Goldtier, Mantas, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Securities, Microsoft Office, Banking, Financial Risk, Financial Institutions, Financial Services, Fraud, Hedge Funds, Asset Management, OFAC, Anti Money Laundering
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Master's of Public Administration, Oversight & Investigations
Baruch College 2007 — 2012
BA, Corp. Comm & Political Science (Double Major)
Baruch College 1998 — 2003
BBA, Operations Management
J.P. Morgan Asset Management August 2014 - Present
Nordea May 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB February 2013 - May 2013
Barclays Investment Bank July 2011 - October 2011
BNY Mellon June 2006 - July 2011
Skills
MS Office Suite, Goldtier, Mantas, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Securities, Microsoft Office, Banking, Financial Risk, Financial Institutions, Financial Services, Fraud, Hedge Funds, Asset Management, OFAC, Anti Money Laundering
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Master's of Public Administration, Oversight & Investigations
Baruch College 2007 — 2012
BA, Corp. Comm & Political Science (Double Major)
Baruch College 1998 — 2003
BBA, Operations Management
Angelo Angelo Piso's BNY Mellon Experience
Job Audit Quality and Control Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Bloomberg, Financial Modeling
Education
Bentley University
Finance, General
Malden Catholic
BNY Mellon
Skills
Bloomberg, Financial Modeling
Education
Bentley University
Finance, General
Malden Catholic
Zeng Zhu's BNY Mellon Experience June 1999 - June 2000
Job Banking
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2000 - Present
BNY Mellon June 1999 - June 2000
Lord, Abbett & Co. LLC July 1997 - June 1999
Skills
Banking, Loans, Credit, Retail Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase & Co. July 2000 - Present
BNY Mellon June 1999 - June 2000
Lord, Abbett & Co. LLC July 1997 - June 1999
Skills
Banking, Loans, Credit, Retail Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Sophie Swietochowski's BNY Mellon Experience October 2007 - Present
Job Administrative Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2007 - Present
US Trust August 2004 - August 2007
Education
Baruch College
BS, Education
BNY Mellon October 2007 - Present
US Trust August 2004 - August 2007
Education
Baruch College
BS, Education
Charles McDermott's BNY Mellon Experience May 2000 - December 2004
Job Controller at Vision Capital Advisors, LLC
Industry Accounting
Experience
Vision Capital Advisors, LLC June 2012 - Present
HSBC Securities June 2007 - Present
HSBC Securities January 2005 - May 2007
BNY Mellon May 2000 - December 2004
The Berkshire Group April 1999 - April 2000
First Data Investor Services Group June 1998 - March 1999
Skills
Accounting, Bloomberg, Valuation, Financial Analysis, Microsoft Excel, Analysis, Lotus Notes, Auditing, Fund Administration, Investments, Microsoft Word, Hedge Funds, Coaching, Documentation, Excel, Team Leadership, Microsoft Office, Organizing, Quantitative, Problem Solving, Teamwork, Word, Windows, Advent Geneva 6.2.0, Advent Partner 7.1.1, NTAS(New Transfer..., Reuters, GoSystem Tax (Fast-Tax)..., IPRS (Investment..., Invest One, HedgeTek, Quicken, Peoplesoft, CPORT, QuickBooks
Education
Bentley College 1994 — 1998
Bachelor's degree, Accounting
Vision Capital Advisors, LLC June 2012 - Present
HSBC Securities June 2007 - Present
HSBC Securities January 2005 - May 2007
BNY Mellon May 2000 - December 2004
The Berkshire Group April 1999 - April 2000
First Data Investor Services Group June 1998 - March 1999
Skills
Accounting, Bloomberg, Valuation, Financial Analysis, Microsoft Excel, Analysis, Lotus Notes, Auditing, Fund Administration, Investments, Microsoft Word, Hedge Funds, Coaching, Documentation, Excel, Team Leadership, Microsoft Office, Organizing, Quantitative, Problem Solving, Teamwork, Word, Windows, Advent Geneva 6.2.0, Advent Partner 7.1.1, NTAS(New Transfer..., Reuters, GoSystem Tax (Fast-Tax)..., IPRS (Investment..., Invest One, HedgeTek, Quicken, Peoplesoft, CPORT, QuickBooks
Education
Bentley College 1994 — 1998
Bachelor's degree, Accounting
Vincenzo Amato's BNY Mellon Experience August 2010 - January 2013
Job Trade Support Associate at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC January 2013 - Present
BNY Mellon August 2010 - January 2013
Lynx Capital Partners October 2008 - January 2010
Lynx Capital Partners, LLC October 2008 - January 2010
Skills
Bloomberg, Equities, Options, Trading, FX
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Investments
Baruch College/CUNY
Bachelor, Business Administration
Zicklin School of Business
Finance and Investments
Quantitative Management Associates LLC January 2013 - Present
BNY Mellon August 2010 - January 2013
Lynx Capital Partners October 2008 - January 2010
Lynx Capital Partners, LLC October 2008 - January 2010
Skills
Bloomberg, Equities, Options, Trading, FX
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Investments
Baruch College/CUNY
Bachelor, Business Administration
Zicklin School of Business
Finance and Investments
amanda hmielenski's BNY Mellon Experience April 2012 - Present
Job Shareholder Specialist II at BNY Mellon
Industry Restaurants
Experience
BNY Mellon April 2012 - Present
dino's resturant 2009 - 2012
Skills
Food & Beverage, Food Service, Restaurants, Customer Service, Cashiering, Hospitality, Time Management, Food, Microsoft Word, Fine Dining, Microsoft Office, Microsoft Excel
Education
Becker College 2004 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
BNY Mellon April 2012 - Present
dino's resturant 2009 - 2012
Skills
Food & Beverage, Food Service, Restaurants, Customer Service, Cashiering, Hospitality, Time Management, Food, Microsoft Word, Fine Dining, Microsoft Office, Microsoft Excel
Education
Becker College 2004 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
Cheryl Li, CPA's BNY Mellon Experience December 2014 - Present
Job senior accountant
Industry Banking
Experience
BNY Mellon December 2014 - Present
Valley National Bank June 2010 - December 2014
WithumSmith+Brown June 2006 - November 2009
Muhlstock Holzwanger LLP September 2004 - June 2006
Skills
Accounting, Auditing, Tax, CPA, Accountants, General Ledger, Financial Reporting, Accounting Applications, Account Reconciliation, Peachtree, Financial Accounting, US GAAP, QuickBooks, SEC filings, Accounts Payable, Financial Analysis, Accounts Receivable, Internal Audit, Bookkeeping, Payroll
Education
The University of Texas at Arlington 2002 — 2003
Master's degree, Accounting
University of St. Thomas 2000 — 2001
Master's degree, Computer Software Engineering
Beijing Jiaotong University
BNY Mellon December 2014 - Present
Valley National Bank June 2010 - December 2014
WithumSmith+Brown June 2006 - November 2009
Muhlstock Holzwanger LLP September 2004 - June 2006
Skills
Accounting, Auditing, Tax, CPA, Accountants, General Ledger, Financial Reporting, Accounting Applications, Account Reconciliation, Peachtree, Financial Accounting, US GAAP, QuickBooks, SEC filings, Accounts Payable, Financial Analysis, Accounts Receivable, Internal Audit, Bookkeeping, Payroll
Education
The University of Texas at Arlington 2002 — 2003
Master's degree, Accounting
University of St. Thomas 2000 — 2001
Master's degree, Computer Software Engineering
Beijing Jiaotong University
Shabeena Shakur's BNY Mellon Experience October 2000 - April 2008
Job Senior Tax Specialist at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation April 2008 - Present
All Technology Solution, LLC 2011 - 2014
Blue Rock Holding, LLC 2013 - 2013
BNY Mellon October 2000 - April 2008
Skills
Tax, Auditing, Internal Controls, Account Reconciliation, Accounting, Banking, Due Diligence, Financial Accounting, Financial Reporting
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
PS 12
Sumitomo Mitsui Banking Corporation April 2008 - Present
All Technology Solution, LLC 2011 - 2014
Blue Rock Holding, LLC 2013 - 2013
BNY Mellon October 2000 - April 2008
Skills
Tax, Auditing, Internal Controls, Account Reconciliation, Accounting, Banking, Due Diligence, Financial Accounting, Financial Reporting
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
PS 12
Pasqual Storms's BNY Mellon Experience January 2011 - December 2012
Job Loan Processor/Closer at StonehamBank
Industry Banking
Experience
StonehamBank June 2015 - Present
East Boston Savings Bank December 2012 - June 2015
BNY Mellon January 2011 - December 2012
BNY Mellon May 2008 - December 2010
Skills
Mortgage Lending, Loans, Consumer Lending, Banking, Credit, Financial Services, Customer Service, Asset Management, Wealth Management, Financial Analysis, Relationship Management, Mutual Funds, Securities, Equities
Education
Bay State College 2003 — 2009
Bachelor of Science (B.S.), Business Management
StonehamBank June 2015 - Present
East Boston Savings Bank December 2012 - June 2015
BNY Mellon January 2011 - December 2012
BNY Mellon May 2008 - December 2010
Skills
Mortgage Lending, Loans, Consumer Lending, Banking, Credit, Financial Services, Customer Service, Asset Management, Wealth Management, Financial Analysis, Relationship Management, Mutual Funds, Securities, Equities
Education
Bay State College 2003 — 2009
Bachelor of Science (B.S.), Business Management
Marcia Solano Stech's BNY Mellon Experience July 2014 - Present
Job Shareholder Specialist at BNY Mellon
Industry Primary/Secondary Education
Experience
BNY Mellon July 2014 - Present
HomeGoods, Inc. September 2011 - Present
School Department, Elementary Schools, Town of Shrewsbury April 1999 - July 2014
Skills
Microsoft Office, Teaching, Public Speaking, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Word, Leadership, Event Planning
Education
Becker College 2008 — 2013
Bachelor of Science in Business Administration, Business Administration and Management, General
Becker College 2008 — 2013
Bachelor of Art in Liberal Arts, Elementary Education and Teaching
BNY Mellon July 2014 - Present
HomeGoods, Inc. September 2011 - Present
School Department, Elementary Schools, Town of Shrewsbury April 1999 - July 2014
Skills
Microsoft Office, Teaching, Public Speaking, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Word, Leadership, Event Planning
Education
Becker College 2008 — 2013
Bachelor of Science in Business Administration, Business Administration and Management, General
Becker College 2008 — 2013
Bachelor of Art in Liberal Arts, Elementary Education and Teaching
Thomas Mauro's BNY Mellon Experience January 2014 - Present
Job Global Markets Currency Administration at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Brown Brothers Harriman April 2011 - January 2014
Skills
Banking, Equities, Risk Management, Financial Services, Fixed Income, Financial Analysis, Portfolio Management, Mutual Funds, Investments, Asset Management, Securities, Derivatives, Business Analysis, Bloomberg, Credit, Process Improvement, Financial Modeling, Capital Markets, Vendor Management, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon January 2014 - Present
Brown Brothers Harriman April 2011 - January 2014
Skills
Banking, Equities, Risk Management, Financial Services, Fixed Income, Financial Analysis, Portfolio Management, Mutual Funds, Investments, Asset Management, Securities, Derivatives, Business Analysis, Bloomberg, Credit, Process Improvement, Financial Modeling, Capital Markets, Vendor Management, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
Savitri Persaud's BNY Mellon Experience
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Education
Baruch College, City University of New York (CUNY)
BNY Mellon
Education
Baruch College, City University of New York (CUNY)
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