BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Employee
Years
Job
Industry
Dan Karner Dan Karner's BNY Mellon Experience 2014 - Present
Job Corporate Actions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2014 - Present
ACHIEVA June 2007 - Present
Verizon Wireless April 2010 - May 2014
Circuit City June 2007 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Satisfaction, Customer Service, Telecommunications
Education
Strayer University 2012 — 2016
Master of Business Administration (M.B.A.), Management Information Systems and Services
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon 2014 - Present
ACHIEVA June 2007 - Present
Verizon Wireless April 2010 - May 2014
Circuit City June 2007 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Satisfaction, Customer Service, Telecommunications
Education
Strayer University 2012 — 2016
Master of Business Administration (M.B.A.), Management Information Systems and Services
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Amelia Campbell Matton, MBA Amelia Campbell Matton, MBA's BNY Mellon Experience August 2011 - February 2013
Job Associate Client Service at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Doris Treska Doris Treska's BNY Mellon Experience January 2014 - Present
Job Accounting and Reporting Specialist
Industry Accounting
Experience
BNY Mellon January 2014 - Present
Healey School January 2013 - January 2014
Healey School September 2007 - January 2014
Clarks May 2011 - July 2013
Payless ShoeSource August 2010 - January 2011
Skills
Teamwork
Education
Suffolk University 2008 — 2012
Global Business and Management, Business Administration and Management, General
BNY Mellon January 2014 - Present
Healey School January 2013 - January 2014
Healey School September 2007 - January 2014
Clarks May 2011 - July 2013
Payless ShoeSource August 2010 - January 2011
Skills
Teamwork
Education
Suffolk University 2008 — 2012
Global Business and Management, Business Administration and Management, General
Natasha Ferraris Natasha Ferraris's BNY Mellon Experience September 2013 - January 2015
Job Project Accountant at Woodard & Curran
Industry Financial Services
Experience
Woodard & Curran January 2015 - Present
BNY Mellon September 2013 - January 2015
MassDOT June 2012 - June 2013
Granary Tavern June 2012 - October 2012
Vapiano August 2010 - September 2012
Capeway Tours January 2011 - December 2011
Skills
Microsoft Office, Bookkeeping, Account Reconciliation, Accruals, Valuation, Presentations, Social Networking, Customer Service, Mobile Applications, Web Applications, Bloomberg, Hands-on Training, Computers, Video, Promotions, Financial Reporting, Finance, Financial Accounting, Fund Accounting, Bank Reconciliation, Bloomberg Terminal, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Data Analysis
Education
Suffolk University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Woodard & Curran January 2015 - Present
BNY Mellon September 2013 - January 2015
MassDOT June 2012 - June 2013
Granary Tavern June 2012 - October 2012
Vapiano August 2010 - September 2012
Capeway Tours January 2011 - December 2011
Skills
Microsoft Office, Bookkeeping, Account Reconciliation, Accruals, Valuation, Presentations, Social Networking, Customer Service, Mobile Applications, Web Applications, Bloomberg, Hands-on Training, Computers, Video, Promotions, Financial Reporting, Finance, Financial Accounting, Fund Accounting, Bank Reconciliation, Bloomberg Terminal, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Data Analysis
Education
Suffolk University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
William Claxton William Claxton's BNY Mellon Experience October 2004 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2004 - Present
JPMorgan Chase 1988 - 2004
Education
State University of New York at Stony Brook 1982 — 1987
Applied Mathematics
BNY Mellon October 2004 - Present
JPMorgan Chase 1988 - 2004
Education
State University of New York at Stony Brook 1982 — 1987
Applied Mathematics
Josean Vega, CFA Josean Vega, CFA's BNY Mellon Experience June 2006 - August 2008
Job Vice President, Portfolio Manager at US Trust Private Wealth Management
Industry Financial Services
Experience
US Trust - Private Wealth Management November 2013 - Present
US Trust September 2008 - November 2013
BNY Mellon June 2006 - August 2008
Mellon Financial May 2005 - May 2006
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Fixed Income, Investment Strategies, Equities, Wealth Management..., Financial Markets, Emerging Markets, ETFs, Economics, Hedge Funds, Securities, Financial Services, Strategic Financial..., Retirement Planning, Retirement, Finance, Derivatives, Financial Advisory, Wealth, 401k, Chartered Financial..., Portfolio Optimization, Asset Management, Financial Modeling, Options, Series 7, Valuation
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Wheaton College (MA) 2001 — 2005
Bachelor's degree, Economics
US Trust - Private Wealth Management November 2013 - Present
US Trust September 2008 - November 2013
BNY Mellon June 2006 - August 2008
Mellon Financial May 2005 - May 2006
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Fixed Income, Investment Strategies, Equities, Wealth Management..., Financial Markets, Emerging Markets, ETFs, Economics, Hedge Funds, Securities, Financial Services, Strategic Financial..., Retirement Planning, Retirement, Finance, Derivatives, Financial Advisory, Wealth, 401k, Chartered Financial..., Portfolio Optimization, Asset Management, Financial Modeling, Options, Series 7, Valuation
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Wheaton College (MA) 2001 — 2005
Bachelor's degree, Economics
Eric Groom Eric Groom's BNY Mellon Experience 2006 - 2007
Job Marketing & Communications; Equity Finance, Customer Service, Product Development, Sales Support
Industry Media Production
Experience
Citymeals-on-Wheels April 2013 - Present
Eric Groom Photography (a subsidiary of EC Groove Productions) November 2011 - Present
Blonde + Co May 2012 - March 2013
Bank of America Merrill Lynch July 2007 - February 2012
BNY Mellon 2006 - 2007
Morgan Stanley 1986 - 2006
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Derivatives, Operational Risk..., Strategic Planning, Staff Development, Equities, Final Cut Pro, Video Production, Production Assistance, Social Media, Branding Initiatives, Copywriting, Marketing Copy, Photoshop, Photography, Digital Photography, Back Office, Client Services, Relationship Management, Financial Risk, Fixed Income, Capital Markets, CRM, Series 63, Management, Bloomberg, Securities, Leadership, Marketing, Asset Management, Public Relations, Financial Services, Finance, Series 7, Options, Trading, Settlement, Collateral Management, Adobe Creative Suite
Education
College of Staten Island, CUNY 1984 — 1986
Accounting
State University of New York at Stony Brook 1982 — 1984
Economics, Computer Science
Susan E. Wagner HS 1978 — 1982
ICP
Citymeals-on-Wheels April 2013 - Present
Eric Groom Photography (a subsidiary of EC Groove Productions) November 2011 - Present
Blonde + Co May 2012 - March 2013
Bank of America Merrill Lynch July 2007 - February 2012
BNY Mellon 2006 - 2007
Morgan Stanley 1986 - 2006
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Derivatives, Operational Risk..., Strategic Planning, Staff Development, Equities, Final Cut Pro, Video Production, Production Assistance, Social Media, Branding Initiatives, Copywriting, Marketing Copy, Photoshop, Photography, Digital Photography, Back Office, Client Services, Relationship Management, Financial Risk, Fixed Income, Capital Markets, CRM, Series 63, Management, Bloomberg, Securities, Leadership, Marketing, Asset Management, Public Relations, Financial Services, Finance, Series 7, Options, Trading, Settlement, Collateral Management, Adobe Creative Suite
Education
College of Staten Island, CUNY 1984 — 1986
Accounting
State University of New York at Stony Brook 1982 — 1984
Economics, Computer Science
Susan E. Wagner HS 1978 — 1982
ICP
Samier Marzouk Samier Marzouk's BNY Mellon Experience July 2013 - Present
Job Senior Financial Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Solid Ventures LLC April 2011 - March 2015
State Street Bank April 2007 - July 2013
Citizens Bank July 2006 - March 2012
Skills
MS (Excel, Word,..., Pricing Systems and..., Languages: English &..., Fund Accounting, Bloomberg, Accounting, Financial Analysis, Banking, Mutual Funds, Bloomberg Terminal, Auditing, Securities, Financial Reporting, Equities, Derivatives, Valuation, Analysis, Tax, Account Reconciliation
Education
Suffolk University 2010 — 2014
Graduate Diploma professional accounting, Accounting and Finance
Suffolk University 2011 — 2013
GDPA, Current
Irbid International University 2001 — 2005
BA, Accounting
Irbid National University, Irbid, Jordan 2001 — 2005
Bachelor, BA Accounting
BNY Mellon July 2013 - Present
Solid Ventures LLC April 2011 - March 2015
State Street Bank April 2007 - July 2013
Citizens Bank July 2006 - March 2012
Skills
MS (Excel, Word,..., Pricing Systems and..., Languages: English &..., Fund Accounting, Bloomberg, Accounting, Financial Analysis, Banking, Mutual Funds, Bloomberg Terminal, Auditing, Securities, Financial Reporting, Equities, Derivatives, Valuation, Analysis, Tax, Account Reconciliation
Education
Suffolk University 2010 — 2014
Graduate Diploma professional accounting, Accounting and Finance
Suffolk University 2011 — 2013
GDPA, Current
Irbid International University 2001 — 2005
BA, Accounting
Irbid National University, Irbid, Jordan 2001 — 2005
Bachelor, BA Accounting
Stephanie Strahan Stephanie Strahan's BNY Mellon Experience May 2008 - May 2010
Job Payroll Benefits Specialist for Heart to Heart Hospice
Industry Hospital & Health Care
Experience
Heart to Heart Hospice April 2015 - Present
Parallon April 2014 - April 2015
The LaSalle Group June 2013 - March 2014
The LaSalle Group June 2011 - June 2013
BNY Mellon May 2008 - May 2010
Correct Credit Solutions August 2007 - May 2008
Skills
Administrative..., Human Resources, Customer Service, Receptionist Duties, Spreadsheets, Office Management, Microsoft Office, Office Administration, Training, ADP Payroll, Microsoft Excel, Microsoft Word, Yardi, Assisting Executives, Avaya IP Telephony, Organizational..., Telephone Reception, Meeting Scheduling, Banking, Westlaw, ProDoc, Multi Tasking, Close Attention to..., Positive Can-do Attitude, Millenium, Social Networking, Benetrac, Paycom, Payroll Conversions, Payroll, Healthcare, Budgets, Employee Relations, Employee Benefits, Outlook, Benefits Administration, Data Entry
Education
Strayer University-Texas 2012 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services
Everest College 2010 — 2012
Associate of Applied Science (AAS), Paralegal, 3.86 GPA
Heart to Heart Hospice April 2015 - Present
Parallon April 2014 - April 2015
The LaSalle Group June 2013 - March 2014
The LaSalle Group June 2011 - June 2013
BNY Mellon May 2008 - May 2010
Correct Credit Solutions August 2007 - May 2008
Skills
Administrative..., Human Resources, Customer Service, Receptionist Duties, Spreadsheets, Office Management, Microsoft Office, Office Administration, Training, ADP Payroll, Microsoft Excel, Microsoft Word, Yardi, Assisting Executives, Avaya IP Telephony, Organizational..., Telephone Reception, Meeting Scheduling, Banking, Westlaw, ProDoc, Multi Tasking, Close Attention to..., Positive Can-do Attitude, Millenium, Social Networking, Benetrac, Paycom, Payroll Conversions, Payroll, Healthcare, Budgets, Employee Relations, Employee Benefits, Outlook, Benefits Administration, Data Entry
Education
Strayer University-Texas 2012 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services
Everest College 2010 — 2012
Associate of Applied Science (AAS), Paralegal, 3.86 GPA
Andrew Damin Andrew Damin's BNY Mellon Experience March 2011 - August 2011
Job Regional IT Coordinator / Digital Literacy Educator at Cornell Cooperative Extension
Industry Computer & Network Security
Experience
Cornell University, Cooperative Extension August 2011 - April 2015
BNY Mellon March 2011 - August 2011
Polymath Technologies February 2010 - March 2011
Connecting Point Computer Center May 2009 - January 2011
Skills
Network Security, Windows Server, Network Administration, Firewalls, Security, Cisco Technologies, Routers, Networking, VPN, Hardware, Wireless Networking, Cisco IOS, Public Speaking, DDWRT, IT Training
Education
State University of New York Institute of Technology at Utica/Rome 2014 — 2016
Network and Computer Security, Network and Computer Security, 3.7 GPA
Herkimer County Community College 2007 — 2009
AAS, Computer Networking
Herkimer BOCES 2005 — 2007
Vocational Regents Diploma, Computer Networking
Cornell University, Cooperative Extension August 2011 - April 2015
BNY Mellon March 2011 - August 2011
Polymath Technologies February 2010 - March 2011
Connecting Point Computer Center May 2009 - January 2011
Skills
Network Security, Windows Server, Network Administration, Firewalls, Security, Cisco Technologies, Routers, Networking, VPN, Hardware, Wireless Networking, Cisco IOS, Public Speaking, DDWRT, IT Training
Education
State University of New York Institute of Technology at Utica/Rome 2014 — 2016
Network and Computer Security, Network and Computer Security, 3.7 GPA
Herkimer County Community College 2007 — 2009
AAS, Computer Networking
Herkimer BOCES 2005 — 2007
Vocational Regents Diploma, Computer Networking
Karlie Wolfe's BNY Mellon Experience April 2009 - July 2011
Job Relationship Liaison at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2011 - Present
BNY Mellon April 2009 - July 2011
BNY Mellon June 2004 - April 2009
Skills
Commercial Lending, Banking, Credit, Risk Management, Retail Banking
Education
State University of New York Institute of Technology at Utica/Rome 2000 — 2002
Bachelor of Science (B.S.), Business Management
M&T Bank July 2011 - Present
BNY Mellon April 2009 - July 2011
BNY Mellon June 2004 - April 2009
Skills
Commercial Lending, Banking, Credit, Risk Management, Retail Banking
Education
State University of New York Institute of Technology at Utica/Rome 2000 — 2002
Bachelor of Science (B.S.), Business Management
Michael Cromer Michael Cromer's BNY Mellon Experience August 2007 - June 2008
Job Office Assistant at No. 1 Insurance Brokerage Inc.
Industry Insurance
Experience
No. 1 Insurance Brokerage Inc. September 2013 - Present
Tristate Fire Sprinkler Inc May 2013 - August 2013
Aon/Albert G. Ruben Insurance Services, Inc. June 2007 - August 2010
BNY Mellon August 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Project Management, Data Entry, Team Building
Education
Stony Brook University 2010 — 2013
Master of Professional Studies, Environmental Management, 3.8
College of Staten Island 2008 — 2009
No. 1 Insurance Brokerage Inc. September 2013 - Present
Tristate Fire Sprinkler Inc May 2013 - August 2013
Aon/Albert G. Ruben Insurance Services, Inc. June 2007 - August 2010
BNY Mellon August 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Project Management, Data Entry, Team Building
Education
Stony Brook University 2010 — 2013
Master of Professional Studies, Environmental Management, 3.8
College of Staten Island 2008 — 2009
Van Brown's BNY Mellon Experience July 1997 - May 2013
Job Financial Corporate Trust
Industry Banking
Experience
BNY Mellon July 1997 - May 2013
Bank of Tokyo-Mitsubishi UFJ February 1987 - July 1997
Skills
Banking, Financial Services, Securities, Relationship Management, Project Finance, Team Leadership, Project Management, Team Building, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bonds, Financial Analysis, Risk Management, Hedge Funds, Global Custody, Fixed Income, Capital Markets, Structured Finance, Derivatives, Corporate Actions, Securitization, CDO, Middle Office, Structured Products
Education
Stony Brook University 1979 — 2003
Bachelor's degree, Economics
BNY Mellon July 1997 - May 2013
Bank of Tokyo-Mitsubishi UFJ February 1987 - July 1997
Skills
Banking, Financial Services, Securities, Relationship Management, Project Finance, Team Leadership, Project Management, Team Building, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bonds, Financial Analysis, Risk Management, Hedge Funds, Global Custody, Fixed Income, Capital Markets, Structured Finance, Derivatives, Corporate Actions, Securitization, CDO, Middle Office, Structured Products
Education
Stony Brook University 1979 — 2003
Bachelor's degree, Economics
Lesley-Kay Burnett-Robertson Lesley-Kay Burnett-Robertson's BNY Mellon Experience February 2006 - April 2008
Job Senior Operations Associate at Invesco
Industry Investment Management
Experience
Invesco April 2008 - Present
BNY Mellon February 2006 - April 2008
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investment Banking, Investments, Asset Management, Microsoft Office, Financial Reporting, Research, Securities, Fund Accounting, Customer Service, Microsoft Excel, Fund Administration
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration / Global Management
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Invesco April 2008 - Present
BNY Mellon February 2006 - April 2008
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investment Banking, Investments, Asset Management, Microsoft Office, Financial Reporting, Research, Securities, Fund Accounting, Customer Service, Microsoft Excel, Fund Administration
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration / Global Management
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Andriy Stefantsiv Andriy Stefantsiv's BNY Mellon Experience September 2012 - January 2014
Job Junior Manager Program (Finance) at Bosch North America
Industry Financial Services
Experience
Bosch North America January 2014 - Present
BNY Mellon September 2012 - January 2014
BNY Mellon June 2011 - August 2012
Bank of New York Mellon January 2009 - May 2011
BNY Mellon September 2007 - January 2009
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Financial Accounting, General Ledger, SEC filings, Cash Management, Bank Reconciliation, Financial Statements, Pivot Tables, Hyperion Enterprise, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, Auditing, Finance, SAP
Education
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.5
Suffolk University 2003 — 2007
BSBA, Accounting
Winthrop high school 1999 — 2003
Bosch North America January 2014 - Present
BNY Mellon September 2012 - January 2014
BNY Mellon June 2011 - August 2012
Bank of New York Mellon January 2009 - May 2011
BNY Mellon September 2007 - January 2009
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Financial Accounting, General Ledger, SEC filings, Cash Management, Bank Reconciliation, Financial Statements, Pivot Tables, Hyperion Enterprise, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, Auditing, Finance, SAP
Education
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.5
Suffolk University 2003 — 2007
BSBA, Accounting
Winthrop high school 1999 — 2003
Doreen Mathis MBA, CPCU, ARM, AU, AIS Doreen Mathis MBA, CPCU, ARM, AU, AIS's BNY Mellon Experience November 2002 - March 2005
Job Program Underwriter at SterlingRisk
Industry Insurance
Experience
SterlingRisk June 2013 - Present
Waldorf Risk Solutions September 2012 - May 2013
Utica National Insurance Group March 2005 - October 2012
BNY Mellon November 2002 - March 2005
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Liability, Commercial Lines, Umbrella, Workers Compensation, Insurance, Umbrella Insurance, General Insurance, Customer Service, Claim, Legal Liability, Brokers, Casualty, Risk Management, Claims Management, Liability Analysis, D&O, Inland Marine, Professional Liability, Excess, CPCU, Employment Practices...
Education
State University of New York Institute of Technology at Utica/Rome 2003 — 2005
Master of Business (MBA);, Technology Management; Business Administration; Accounting and Finance
State University of New York at Buffalo 1997 — 2002
Bachelor; Bachelors degree, Business Administration; Business Administration; Human Resource Management
SterlingRisk June 2013 - Present
Waldorf Risk Solutions September 2012 - May 2013
Utica National Insurance Group March 2005 - October 2012
BNY Mellon November 2002 - March 2005
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Liability, Commercial Lines, Umbrella, Workers Compensation, Insurance, Umbrella Insurance, General Insurance, Customer Service, Claim, Legal Liability, Brokers, Casualty, Risk Management, Claims Management, Liability Analysis, D&O, Inland Marine, Professional Liability, Excess, CPCU, Employment Practices...
Education
State University of New York Institute of Technology at Utica/Rome 2003 — 2005
Master of Business (MBA);, Technology Management; Business Administration; Accounting and Finance
State University of New York at Buffalo 1997 — 2002
Bachelor; Bachelors degree, Business Administration; Business Administration; Human Resource Management
Alfred Joseph Lacson's BNY Mellon Experience July 2011 - September 2015
Job CIB Custody Middle Office at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan September 2015 - Present
BNY Mellon July 2011 - September 2015
Enterprise Holdings February 2008 - July 2011
Enterprise Holdings November 2005 - January 2008
Skills
Accounting, Fund Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, VBA, PeopleSoft, PowerPoint, Oracle, Fund Administration, SWIFT messages, Bloomberg Software, Access Database
Education
Stony Brook University 2000 — 2005
Double major in Applied Mathematics and Statistics, Economics
JP Morgan September 2015 - Present
BNY Mellon July 2011 - September 2015
Enterprise Holdings February 2008 - July 2011
Enterprise Holdings November 2005 - January 2008
Skills
Accounting, Fund Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, VBA, PeopleSoft, PowerPoint, Oracle, Fund Administration, SWIFT messages, Bloomberg Software, Access Database
Education
Stony Brook University 2000 — 2005
Double major in Applied Mathematics and Statistics, Economics
Anthony Agrusa Anthony Agrusa's BNY Mellon Experience June 2001 - July 2012
Job Data Warehouse Designer
Industry Information Technology and Services
Experience
Mitsubishi UFJ Securities (USA), Inc. July 2012 - Present
BNY Mellon June 2001 - July 2012
Skills
Dimensional Modeling, Microsoft SQL Server, Market Data, Business Intelligence, C#, Unix, Program Management, Informatica, ETL Tools, SDLC, Enterprise Software, SSIS, SSRS, Technical Product..., Enterprise IT Strategy, CISSP, SSAS, TCP/IP, Network Security, Windows Server, Analysis Services, OS X, Financial Sector..., Repo Market, Mac OS X
Education
Polytechnic Institute of New York University 2008 — 2009
Masters of Science, Telecommunication and Information Management
State University of New York at Stony Brook 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Mitsubishi UFJ Securities (USA), Inc. July 2012 - Present
BNY Mellon June 2001 - July 2012
Skills
Dimensional Modeling, Microsoft SQL Server, Market Data, Business Intelligence, C#, Unix, Program Management, Informatica, ETL Tools, SDLC, Enterprise Software, SSIS, SSRS, Technical Product..., Enterprise IT Strategy, CISSP, SSAS, TCP/IP, Network Security, Windows Server, Analysis Services, OS X, Financial Sector..., Repo Market, Mac OS X
Education
Polytechnic Institute of New York University 2008 — 2009
Masters of Science, Telecommunication and Information Management
State University of New York at Stony Brook 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Steven Eannuzzi Steven Eannuzzi's BNY Mellon Experience October 1999 - May 2012
Job Senior IT Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
BNY Mellon October 1999 - May 2012
Bankers Trust January 1993 - January 1999
Security Pacific Automation Company January 1986 - January 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Software Development, Architectures, IT Strategy, Agile Methodologies, Business Analysis, Requirements Gathering, Architecture, Requirements Analysis, SQL, Agile Project Management, Integration, Databases, Oracle, Visio, Data Warehousing, Solution Architecture, ITIL, Vendor Management, Securities, Java, Java Enterprise Edition, Sybase, Collateral Management, Unix, Application Architecture, Microsoft SQL Server, PHP, Repos, Messaging, IT Management, Systems Analysis, Disaster Recovery, T-SQL, PMP, Data Modeling, HTML, Oracle SQL, Market Data, Quality Assurance, PMO, Business Requirements, Alternative Investments, Money Transfers, Tableau, Business Intelligence
Education
Suffolk County Community College 1982 — 1983
Associate of Science (A.S.), Computer Science
Centereach High School 1975 — 1979
9-12
Raymond James Financial Inc. May 2012 - Present
BNY Mellon October 1999 - May 2012
Bankers Trust January 1993 - January 1999
Security Pacific Automation Company January 1986 - January 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Software Development, Architectures, IT Strategy, Agile Methodologies, Business Analysis, Requirements Gathering, Architecture, Requirements Analysis, SQL, Agile Project Management, Integration, Databases, Oracle, Visio, Data Warehousing, Solution Architecture, ITIL, Vendor Management, Securities, Java, Java Enterprise Edition, Sybase, Collateral Management, Unix, Application Architecture, Microsoft SQL Server, PHP, Repos, Messaging, IT Management, Systems Analysis, Disaster Recovery, T-SQL, PMP, Data Modeling, HTML, Oracle SQL, Market Data, Quality Assurance, PMO, Business Requirements, Alternative Investments, Money Transfers, Tableau, Business Intelligence
Education
Suffolk County Community College 1982 — 1983
Associate of Science (A.S.), Computer Science
Centereach High School 1975 — 1979
9-12
Brett Goldblatt Brett Goldblatt's BNY Mellon Experience 1999 - 2001
Job Senior VP Private Equity IT Project Group at Citi
Industry Financial Services
Experience
Citi May 2012 - Present
GlobeOp Financial Services May 2011 - May 2012
JPMorgan Chase December 2007 - May 2011
Morgan Stanley March 2005 - December 2007
JPMorgan Chase July 2001 - February 2005
BNY Mellon 1999 - 2001
Eurobrokers 1997 - 1999
Skills
Business Analysis, Private Equity, Fund Of Funds, Project Management, Management, Mutual Funds, Fixed Income, Risk Management, Investments, Portfolio Management, Alternative Investments, Requirements Gathering, Hedge Funds, Derivatives, Equities, Finance, Financial Services, Financial Risk, Capital Markets, Trading Systems, Investment Banking, Banking, Trading, Operational Risk, Back Office, Financial Analysis, Securities, Asset Management
Education
New York University School of Graduate
PM Certification
Stony Brook University 1992 — 1997
Citi May 2012 - Present
GlobeOp Financial Services May 2011 - May 2012
JPMorgan Chase December 2007 - May 2011
Morgan Stanley March 2005 - December 2007
JPMorgan Chase July 2001 - February 2005
BNY Mellon 1999 - 2001
Eurobrokers 1997 - 1999
Skills
Business Analysis, Private Equity, Fund Of Funds, Project Management, Management, Mutual Funds, Fixed Income, Risk Management, Investments, Portfolio Management, Alternative Investments, Requirements Gathering, Hedge Funds, Derivatives, Equities, Finance, Financial Services, Financial Risk, Capital Markets, Trading Systems, Investment Banking, Banking, Trading, Operational Risk, Back Office, Financial Analysis, Securities, Asset Management
Education
New York University School of Graduate
PM Certification
Stony Brook University 1992 — 1997
Nicole Barran Nicole Barran's BNY Mellon Experience June 2013 - Present
Job Associate Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
ING Financial Partners June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Securities, Microsoft Access, SQL
Education
Suffolk University
Business Administration and Management, General
BNY Mellon June 2013 - Present
ING Financial Partners June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Securities, Microsoft Access, SQL
Education
Suffolk University
Business Administration and Management, General
Brian Corrado MSA, CPA Brian Corrado MSA, CPA's BNY Mellon Experience July 2011 - Present
Job Accounting and Finance Professional
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Public Consulting Group October 2008 - June 2011
Skills
Account Reconciliation, Payroll, Accounting, Auditing, Finance, Analysis, Cost Accounting, Tax, Invoicing, Investments, Equities, Mutual Funds, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Statements, Internal Audit, Access, Trading, Corporate Finance, PeopleSoft, Management, Variance Analysis, Microsoft Excel, Fixed Assets
Education
Suffolk University - Sawyer Business School 2009 — 2011
Masters, Accounting
University of MassachusettsNorth 2004 — 2008
Bachelor, Business Administration; Operations Management
BNY Mellon July 2011 - Present
Public Consulting Group October 2008 - June 2011
Skills
Account Reconciliation, Payroll, Accounting, Auditing, Finance, Analysis, Cost Accounting, Tax, Invoicing, Investments, Equities, Mutual Funds, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Statements, Internal Audit, Access, Trading, Corporate Finance, PeopleSoft, Management, Variance Analysis, Microsoft Excel, Fixed Assets
Education
Suffolk University - Sawyer Business School 2009 — 2011
Masters, Accounting
University of MassachusettsNorth 2004 — 2008
Bachelor, Business Administration; Operations Management
Michael Kaczor Michael Kaczor's BNY Mellon Experience November 2013 - Present
Job Account administrator
Industry Banking
Experience
BNY Mellon November 2013 - Present
Walmart November 2011 - December 2012
Suny INSTITUTE OF TECHNOLOGY July 2011 - October 2011
Skills
Customer Service, Data Entry, Cashiering, Outlook, Microsoft Excel, Microsoft Office, Customer Experience, Team Leadership, Spreadsheets, Administrative..., Inventory Control, Inventory Management, Merchandising, Retail, Telephone Skills, PowerPoint, Microsoft Word, Public Speaking, Time Management, Account Management, Leadership
Education
SUNY Institute of Technology 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SUNY Polytechnic Institute 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BNY Mellon November 2013 - Present
Walmart November 2011 - December 2012
Suny INSTITUTE OF TECHNOLOGY July 2011 - October 2011
Skills
Customer Service, Data Entry, Cashiering, Outlook, Microsoft Excel, Microsoft Office, Customer Experience, Team Leadership, Spreadsheets, Administrative..., Inventory Control, Inventory Management, Merchandising, Retail, Telephone Skills, PowerPoint, Microsoft Word, Public Speaking, Time Management, Account Management, Leadership
Education
SUNY Institute of Technology 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SUNY Polytechnic Institute 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bruce Chyi's BNY Mellon Experience December 2011 - Present
Job VP Senior Application Support Associate at BNY Mellon
Industry Computer Software
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates January 2011 - January 2012
AllianceBernstein September 2010 - January 2011
Bank Of America Merrill Lynch February 2009 - September 2010
Bank Of America July 2006 - February 2009
Citigroup June 2003 - August 2006
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Sybase, FIX, python, unix, perl, Trading, Equity Derivatives, Low Latency, Options, Direct Market Access, Middle Office, Unix, Perl
Education
Stony Brook University 1999 — 2003
BS, Computer Science
BNY Mellon December 2011 - Present
Bridgewater Associates January 2011 - January 2012
AllianceBernstein September 2010 - January 2011
Bank Of America Merrill Lynch February 2009 - September 2010
Bank Of America July 2006 - February 2009
Citigroup June 2003 - August 2006
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Sybase, FIX, python, unix, perl, Trading, Equity Derivatives, Low Latency, Options, Direct Market Access, Middle Office, Unix, Perl
Education
Stony Brook University 1999 — 2003
BS, Computer Science
Barry Mione's BNY Mellon Experience October 2010 - October 2011
Job CEO, Kapitall Generation LLC at Kapitall
Industry Financial Services
Experience
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Joyce Nunes Joyce Nunes's BNY Mellon Experience June 2011 - March 2015
Job Operations Analyst at Marsh McLennan
Industry Banking
Experience
Marsh & McLennan Companies March 2015 - Present
BNY Mellon June 2011 - March 2015
Skills
Fund Accounting, Financial Reporting, Financial Analysis, Bloomberg, Accounting, Mutual Funds, Limited Partnerships, ERISA reporting, Asset Servicing, Private Equity, Daily NAV's, Net Asset Value, Hedge Funds, Outlook
Education
Suffolk University 2015 — 2017
Master of Business Administration (MBA)
University of Massachusetts Boston 2007 — 2011
Bachelor of Business Administration (BBA), International Business
Marsh & McLennan Companies March 2015 - Present
BNY Mellon June 2011 - March 2015
Skills
Fund Accounting, Financial Reporting, Financial Analysis, Bloomberg, Accounting, Mutual Funds, Limited Partnerships, ERISA reporting, Asset Servicing, Private Equity, Daily NAV's, Net Asset Value, Hedge Funds, Outlook
Education
Suffolk University 2015 — 2017
Master of Business Administration (MBA)
University of Massachusetts Boston 2007 — 2011
Bachelor of Business Administration (BBA), International Business
Erica Gayfield's BNY Mellon Experience January 2014 - Present
Job Customer Services/Data Entry Professional
Industry Hospital & Health Care
Experience
BNY Mellon January 2014 - Present
Extend Health June 2013 - December 2013
Ecova, Inc. December 2012 - April 2013
Children's Medical Center 2012 - 2012
ADT March 2007 - May 2011
Walmart February 2005 - February 2007
Bank of America February 2001 - February 2003
Skills
Customer Service, Data Entry, Retail, Typing, 10 Key, Teller Operations
Education
Strayer University-Texas 2013 — 2013
Bastrop High School 1994 — 1998
Diploma
BNY Mellon January 2014 - Present
Extend Health June 2013 - December 2013
Ecova, Inc. December 2012 - April 2013
Children's Medical Center 2012 - 2012
ADT March 2007 - May 2011
Walmart February 2005 - February 2007
Bank of America February 2001 - February 2003
Skills
Customer Service, Data Entry, Retail, Typing, 10 Key, Teller Operations
Education
Strayer University-Texas 2013 — 2013
Bastrop High School 1994 — 1998
Diploma
Christopher Korte's BNY Mellon Experience January 2014 - Present
Job Business Analyst at Dreyfus
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
PRO Unlimited Global Solutions April 2010 - January 2014
PRO Unlimited Global Solutions August 2005 - March 2010
Northwestern Mutual September 2004 - July 2005
Skills
Visio, Business Process, Software Documentation, PeopleSoft, Access, Microsoft Excel, SharePoint, Outlook, Management, MS Project, Crystal Reports, SQL, Microsoft Office, Microsoft Word, Vendor Management, SDLC, Business Objects, Data Analysis, Business Analysis, Requirements Analysis, Web Intelligence, Troubleshooting, Testing, Integration, Requirements Gathering, Software Project..., Program Management, Process Improvement, Business Intelligence, Database Admin, Oracle, ITIL, Analysis, Disaster Recovery, System Administration, Quality Assurance, Team Leadership, Project Management, Windows, ERP, Project Planning, Business Process..., Project Portfolio..., Excel, Word, Database Management, Data Reporting, Project Implementation, Documentation, Tableau
Education
Stony Brook University 2001 — 2005
Bachelor of Science, Business Management with Minor in Applied Mathematics and Statistics
Sachem High School 1997 — 2001
BNY Mellon January 2014 - Present
PRO Unlimited Global Solutions April 2010 - January 2014
PRO Unlimited Global Solutions August 2005 - March 2010
Northwestern Mutual September 2004 - July 2005
Skills
Visio, Business Process, Software Documentation, PeopleSoft, Access, Microsoft Excel, SharePoint, Outlook, Management, MS Project, Crystal Reports, SQL, Microsoft Office, Microsoft Word, Vendor Management, SDLC, Business Objects, Data Analysis, Business Analysis, Requirements Analysis, Web Intelligence, Troubleshooting, Testing, Integration, Requirements Gathering, Software Project..., Program Management, Process Improvement, Business Intelligence, Database Admin, Oracle, ITIL, Analysis, Disaster Recovery, System Administration, Quality Assurance, Team Leadership, Project Management, Windows, ERP, Project Planning, Business Process..., Project Portfolio..., Excel, Word, Database Management, Data Reporting, Project Implementation, Documentation, Tableau
Education
Stony Brook University 2001 — 2005
Bachelor of Science, Business Management with Minor in Applied Mathematics and Statistics
Sachem High School 1997 — 2001
Gabriella De Filippis Gabriella De Filippis's BNY Mellon Experience January 2014 - February 2015
Job CSA
Industry Financial Services
Experience
Citi July 2015 - Present
BNY Mellon January 2014 - February 2015
Winthrop University July 2012 - July 2014
Skills
Asset Management, Financial Services, Mutual Funds, Alternative Investments
Education
Stony Brook University 2005 — 2010
Bachelor's degree, Cultural Anthropology
Citi July 2015 - Present
BNY Mellon January 2014 - February 2015
Winthrop University July 2012 - July 2014
Skills
Asset Management, Financial Services, Mutual Funds, Alternative Investments
Education
Stony Brook University 2005 — 2010
Bachelor's degree, Cultural Anthropology
Dennis Chu Dennis Chu's BNY Mellon Experience 1999 - 2000
Job VP Risk Management at Industrial and Commercial Bank of China, New York
Industry Financial Services
Experience
Industrial and Commercial Bank of China, New York 2014 - Present
Moody's Corporation 2013 - 2014
Bloomberg LP 2009 - 2011
Bloomberg LP 2006 - 2009
US EPA 2003 - 2006
BNY Mellon 1999 - 2000
BNY Mellon 1997 - 1999
Skills
Risk Management, Credit Analysis, Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Derivatives, Valuation, Quantitative Analytics, Portfolio Management, Hedge Funds, Quantitative Finance, Asset Allocation, Microsoft Excel, Microsoft Word, Vlookup, Pivot Tables, Outlook, Variance Analysis, P&L Analysis, Business Planning
Education
New York University, Stern School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, International Business
State University of New York at Stony Brook 1993 — 1997
Bachelor of Arts (B.A.), Economics
Industrial and Commercial Bank of China, New York 2014 - Present
Moody's Corporation 2013 - 2014
Bloomberg LP 2009 - 2011
Bloomberg LP 2006 - 2009
US EPA 2003 - 2006
BNY Mellon 1999 - 2000
BNY Mellon 1997 - 1999
Skills
Risk Management, Credit Analysis, Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg Terminal, Equity Research, Derivatives, Valuation, Quantitative Analytics, Portfolio Management, Hedge Funds, Quantitative Finance, Asset Allocation, Microsoft Excel, Microsoft Word, Vlookup, Pivot Tables, Outlook, Variance Analysis, P&L Analysis, Business Planning
Education
New York University, Stern School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, International Business
State University of New York at Stony Brook 1993 — 1997
Bachelor of Arts (B.A.), Economics
Katie Landry's BNY Mellon Experience October 2011 - Present
Job Shareholder Specialist III Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
Abercrombie & Fitch January 2011 - October 2011
Hollister Co. November 2009 - January 2011
Skills
Management
Education
Suffolk University 2007 — 2009
Bachelor of science in business administration, Business Administration and Management, General
Manhattan College 2006 — 2007
Business related courses
Hollis Brookline High School
BNY Mellon October 2011 - Present
Abercrombie & Fitch January 2011 - October 2011
Hollister Co. November 2009 - January 2011
Skills
Management
Education
Suffolk University 2007 — 2009
Bachelor of science in business administration, Business Administration and Management, General
Manhattan College 2006 — 2007
Business related courses
Hollis Brookline High School
Jane Choiniere Jane Choiniere's BNY Mellon Experience Managing DirectorBNY Mellon$
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Managing DirectorBNY Mellon$
Skills
Equities, Retirement Benefits, Fixed Income, Hedge Funds, Global Custody, Application Lifecycle..., Investments, Securities, Fund Of Funds, Alternative Investments, Bloomberg, Bonds, Investment Management, Fund Administration, Mutual Funds, Banking, Vendor Management, Asset Management, Financial Services, Business Analysis, Program Management, Risk Management, SDLC
Education
Boston College
Accounting
Suffolk University
Master of Business Administration (MBA), Finance, General
BNY Mellon Managing DirectorBNY Mellon$
Skills
Equities, Retirement Benefits, Fixed Income, Hedge Funds, Global Custody, Application Lifecycle..., Investments, Securities, Fund Of Funds, Alternative Investments, Bloomberg, Bonds, Investment Management, Fund Administration, Mutual Funds, Banking, Vendor Management, Asset Management, Financial Services, Business Analysis, Program Management, Risk Management, SDLC
Education
Boston College
Accounting
Suffolk University
Master of Business Administration (MBA), Finance, General
Jonathan A. Day Jonathan A. Day's BNY Mellon Experience July 2013 - Present
Job Associate Accounting & Reporting Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon June 2011 - July 2013
BNY Mellon August 2010 - June 2011
BNY Mellon August 2009 - August 2010
Chamber of Commerce, Beverly, Massachusetts May 2009 - August 2009
Skills
Fixed Assets, Asset Management, Journal Entries, Consolidation, Cost Accounting, Risk Management, Investments, Securities, Bloomberg Terminal, Microsoft Excel, Financial Services, US GAAP, IFRS, Internal Controls, Fund Accounting, Fund Administration, Tax Accounting, Intangible Assets, Supervisory Skills, Team Leadership
Education
Suffolk University 2013 — 2015
Master's Degree, Accounting, Cumulative GPA 3.74
Salem State University 2010 — 2012
Certfiicate, Accounting
Salem State University 2005 — 2009
Bachelor's, Finance
University of Massachusetts Dartmouth 2003 — 2004
Undeclared-Business
BNY Mellon July 2013 - Present
BNY Mellon June 2011 - July 2013
BNY Mellon August 2010 - June 2011
BNY Mellon August 2009 - August 2010
Chamber of Commerce, Beverly, Massachusetts May 2009 - August 2009
Skills
Fixed Assets, Asset Management, Journal Entries, Consolidation, Cost Accounting, Risk Management, Investments, Securities, Bloomberg Terminal, Microsoft Excel, Financial Services, US GAAP, IFRS, Internal Controls, Fund Accounting, Fund Administration, Tax Accounting, Intangible Assets, Supervisory Skills, Team Leadership
Education
Suffolk University 2013 — 2015
Master's Degree, Accounting, Cumulative GPA 3.74
Salem State University 2010 — 2012
Certfiicate, Accounting
Salem State University 2005 — 2009
Bachelor's, Finance
University of Massachusetts Dartmouth 2003 — 2004
Undeclared-Business
Kevin Downer Kevin Downer's BNY Mellon Experience September 2003 - July 2006
Job Personal Banker
Industry Banking
Experience
SunTrust September 2015 - Present
INSPIRE 2009 - Present
TD BANK May 2014 - September 2015
NY State Elks Association of B.P.O. Elks May 2012 - May 2015
Walden Savings Bank August 2006 - February 2014
BNY Mellon September 2003 - July 2006
Skills
Loans, Customer Service, Retail Banking, Banking, Business, Nonprofits, Community Service, Financial Reporting, Accounting, Small Business Lending, Credit, Mortgage Lending, Commercial Banking, Small Business, Commercial Lending, Team Building, Cash Management, Credit Analysis, Risk Management, Branch Banking, Lines Of Credit, Underwriting, Portfolio Management, Financial Analysis, Refinance, Home Equity Loans, Management, Real Estate, SBA, Home Equity Lines of..., Relationship Management, Deposits, Cross Selling, Executive Management, Commercial Mortgages, Credit Unions, Loan Origination, Budgets, Treasury Management, Bank Secrecy Act, FHA, Asset Based Lending, Branch Management, Finance, Life Insurance, Payments, Sales Management, Strategic Planning, Sales, Financial Services
Education
SUNY Orange 1999 — 2003
Accounting/Business Management /CIS
NEWBURGH FREE ACADEMEY 1981 — 1984
SunTrust September 2015 - Present
INSPIRE 2009 - Present
TD BANK May 2014 - September 2015
NY State Elks Association of B.P.O. Elks May 2012 - May 2015
Walden Savings Bank August 2006 - February 2014
BNY Mellon September 2003 - July 2006
Skills
Loans, Customer Service, Retail Banking, Banking, Business, Nonprofits, Community Service, Financial Reporting, Accounting, Small Business Lending, Credit, Mortgage Lending, Commercial Banking, Small Business, Commercial Lending, Team Building, Cash Management, Credit Analysis, Risk Management, Branch Banking, Lines Of Credit, Underwriting, Portfolio Management, Financial Analysis, Refinance, Home Equity Loans, Management, Real Estate, SBA, Home Equity Lines of..., Relationship Management, Deposits, Cross Selling, Executive Management, Commercial Mortgages, Credit Unions, Loan Origination, Budgets, Treasury Management, Bank Secrecy Act, FHA, Asset Based Lending, Branch Management, Finance, Life Insurance, Payments, Sales Management, Strategic Planning, Sales, Financial Services
Education
SUNY Orange 1999 — 2003
Accounting/Business Management /CIS
NEWBURGH FREE ACADEMEY 1981 — 1984
Richard Thompson Richard Thompson's BNY Mellon Experience October 2013 - Present
Job Managing Director BNY Mellon
Industry Banking
Experience
BNY Mellon October 2013 - Present
Credit Suisse September 2007 - October 2013
JPMorgan Chase 1981 - 2007
JPMorganChase 1981 - 2007
Skills
MIS, Banking, Business Analysis, Investment Banking, Risk Management, Accounting, Analytics, Basel II, Business Process..., CRM, Credit Risk, Cross-functional Team..., Due Diligence, Enterprise Software, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Risk, Forecasting, Governance, IT Strategy, Investments, Leadership, Management, Mergers & Acquisitions, Oracle, Performance Management, Project Planning, Relationship Management, Retail Banking, SDLC, Strategic Planning, Talent Management, Vendor Management, Architecture, Analysis, Budgets, Business Development, Business Intelligence, Business Process..., Business Transformation, Corporate Finance, Financial Reporting, Managerial Finance, Operational Risk, PMO, Program Management, Project Portfolio..., Requirements Analysis
Education
Stony Brook University 1977 — 1981
BS, Applied Mathematics and Statistics
BNY Mellon October 2013 - Present
Credit Suisse September 2007 - October 2013
JPMorgan Chase 1981 - 2007
JPMorganChase 1981 - 2007
Skills
MIS, Banking, Business Analysis, Investment Banking, Risk Management, Accounting, Analytics, Basel II, Business Process..., CRM, Credit Risk, Cross-functional Team..., Due Diligence, Enterprise Software, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Risk, Forecasting, Governance, IT Strategy, Investments, Leadership, Management, Mergers & Acquisitions, Oracle, Performance Management, Project Planning, Relationship Management, Retail Banking, SDLC, Strategic Planning, Talent Management, Vendor Management, Architecture, Analysis, Budgets, Business Development, Business Intelligence, Business Process..., Business Transformation, Corporate Finance, Financial Reporting, Managerial Finance, Operational Risk, PMO, Program Management, Project Portfolio..., Requirements Analysis
Education
Stony Brook University 1977 — 1981
BS, Applied Mathematics and Statistics
Judy Feragola Judy Feragola's BNY Mellon Experience 1998 - 2000
Job Healthcare Documentation Specialist at M*Modal
Industry Hospital & Health Care
Experience
M*Modal November 2007 - Present
Times Herald-Record October 2000 - April 2003
BNY Mellon 1998 - 2000
Skills
Medicine, Proofreading, Newsletters, Healthcare, Editing, Customer Service, Invoicing, Sales Management, Advertising, Account Management, Public Speaking, Social Media, Management
Education
SUNY Orange 1991 — 1993
AA, Education
Goshen High School, NY 1991 1987 — 1991
Regents Diploma
Career Step
Certificate of Completion, Medical Transcription/Editing
M*Modal November 2007 - Present
Times Herald-Record October 2000 - April 2003
BNY Mellon 1998 - 2000
Skills
Medicine, Proofreading, Newsletters, Healthcare, Editing, Customer Service, Invoicing, Sales Management, Advertising, Account Management, Public Speaking, Social Media, Management
Education
SUNY Orange 1991 — 1993
AA, Education
Goshen High School, NY 1991 1987 — 1991
Regents Diploma
Career Step
Certificate of Completion, Medical Transcription/Editing
Steve Lyons CRPS® CRPC® Steve Lyons CRPS® CRPC®'s BNY Mellon Experience March 2007 - February 2009
Job VP Premier Relationship Advisor at HSBC Securities
Industry Investment Management
Experience
HSBC Securities March 2013 - Present
E*TRADE Financial March 2011 - October 2012
Merrill Lynch Wealth Management April 2010 - March 2011
BNYMellon March 2007 - February 2009
BNY Mellon March 2007 - February 2009
Dreyfus Service Corp January 2002 - March 2007
Dreyfus June 2001 - December 2002
Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plan Specialist
Stony Brook University
Suffolk County Community College
AAS
HSBC Securities March 2013 - Present
E*TRADE Financial March 2011 - October 2012
Merrill Lynch Wealth Management April 2010 - March 2011
BNYMellon March 2007 - February 2009
BNY Mellon March 2007 - February 2009
Dreyfus Service Corp January 2002 - March 2007
Dreyfus June 2001 - December 2002
Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plan Specialist
Stony Brook University
Suffolk County Community College
AAS
Robert Kulungian Jr Robert Kulungian Jr's BNY Mellon Experience January 2004 - March 2009
Job Business Analyst who gets Diverse Groups of People on the Same Page
Industry Financial Services
Experience
BNP Paribas May 2015 - Present
Deutsche Bank July 2013 - February 2015
ActiveHealth Management December 2012 - May 2013
Credit Suisse June 2012 - September 2012
Bank of America May 2011 - March 2012
Bank of America Merrill Lynch December 2009 - April 2011
BNY Mellon January 2004 - March 2009
BNY Mellon August 1997 - December 2003
BNY Mellon July 1995 - July 1997
DTCC January 1989 - June 1995
Skills
Business Analysis, Public Speaking, Reference Data, Project Management, Requirements Analysis, Vendor Management, Business Requirements, SQL, Business Process, Software Documentation, People Skills, DB2, SDLC, Visio, Databases, Data Management, Technical Liaison, Program Management, Fixed Income, Management, Information Management, Data Warehousing, Data Feeds, IBM Mainframe, Bloomberg Data License, Business Intelligence
Education
Suffolk County Community College 2012 — 2013
Certificate, Implementation Manager - Electronic Health Record
Stony Brook University 2009 — 2009
Certificate, Project Management and Business Analysis
Grumman Data Systems Institute 1984 — 1984
Diploma, Computer Programming
University of Arizona 1976 — 1981
Bachelor's Degree, Romance Languages
BNP Paribas May 2015 - Present
Deutsche Bank July 2013 - February 2015
ActiveHealth Management December 2012 - May 2013
Credit Suisse June 2012 - September 2012
Bank of America May 2011 - March 2012
Bank of America Merrill Lynch December 2009 - April 2011
BNY Mellon January 2004 - March 2009
BNY Mellon August 1997 - December 2003
BNY Mellon July 1995 - July 1997
DTCC January 1989 - June 1995
Skills
Business Analysis, Public Speaking, Reference Data, Project Management, Requirements Analysis, Vendor Management, Business Requirements, SQL, Business Process, Software Documentation, People Skills, DB2, SDLC, Visio, Databases, Data Management, Technical Liaison, Program Management, Fixed Income, Management, Information Management, Data Warehousing, Data Feeds, IBM Mainframe, Bloomberg Data License, Business Intelligence
Education
Suffolk County Community College 2012 — 2013
Certificate, Implementation Manager - Electronic Health Record
Stony Brook University 2009 — 2009
Certificate, Project Management and Business Analysis
Grumman Data Systems Institute 1984 — 1984
Diploma, Computer Programming
University of Arizona 1976 — 1981
Bachelor's Degree, Romance Languages
Jovaughn Lockridge's BNY Mellon Experience November 2013 - November 2014
Job Software Engineer and open source enthusiast
Industry Banking
Experience
TradingScreen December 2014 - Present
BNY Mellon November 2013 - November 2014
Goldman Sachs October 2010 - November 2013
Acadaca Internet Solutions September 2008 - October 2010
Citi Group June 2006 - September 2008
Skills
Java, Apache ZooKeeper, Apache Kafka, Akka, Apache Storm, Algorithms, FX Trading, RESTful WebServices, Spring, Hibernate, JUnit, WebSphere MQ, XML, Sybase, Java Enterprise Edition
Education
State University of New York at Stony Brook 2005 — 2008
BS, computer science
TradingScreen December 2014 - Present
BNY Mellon November 2013 - November 2014
Goldman Sachs October 2010 - November 2013
Acadaca Internet Solutions September 2008 - October 2010
Citi Group June 2006 - September 2008
Skills
Java, Apache ZooKeeper, Apache Kafka, Akka, Apache Storm, Algorithms, FX Trading, RESTful WebServices, Spring, Hibernate, JUnit, WebSphere MQ, XML, Sybase, Java Enterprise Edition
Education
State University of New York at Stony Brook 2005 — 2008
BS, computer science
Dan Levett, MSA Dan Levett, MSA's BNY Mellon Experience June 2011 - April 2012
Job Analytics and Reports Specialist at DJO Global
Industry Accounting
Experience
DJO Global December 2014 - Present
Steri-Pharma, LLC March 2014 - September 2014
Community Bank, N.A. April 2012 - August 2013
Galaxy Communications, Syracuse May 2008 - July 2012
BNY Mellon June 2011 - April 2012
Staples July 2003 - April 2011
Circuit City February 2007 - March 2009
Skills
Financial Analysis, Finance, Accounting, Banking, Credit, Marketing, Customer Service, Microsoft Excel, Management, Budgets, Microsoft Word, Time Management, Loans, Strategy, Investments, Illustrator, Photoshop, Microsoft Office, Inventory Management, Credit Analysis, Financial Statement..., Forecasting, Access, Leadership, Minitab, Underwriting, Risk Assessment, Risk Management, Analysis, Data Analysis, Research, Bookkeeping, QuickBooks, Quicken, Adobe Acrobat, Adobe Creative Suite, Cash Flow, Cash Flow Forecasting, Cost Projections, Retail, Outlook, PowerPoint, Mortgage Lending, Training, Teamwork, Public Speaking, Team Building, Sales, Process Improvement, Social Media
Education
Walden University 2013 — 2015
Master of Science, Accounting, 3.9
Walden University 2013 — 2014
Graduate Certificate, Managerial Accounting, 4.0
SUNY Polytechnic Institute 2008 — 2010
B.B.A., Business Administration
SUNY Trip to China 2009 — 2010
N/A, Mandarin, Business, International Business, Complete
Onondaga Community College 2004 — 2008
AS, Business Administration
DJO Global December 2014 - Present
Steri-Pharma, LLC March 2014 - September 2014
Community Bank, N.A. April 2012 - August 2013
Galaxy Communications, Syracuse May 2008 - July 2012
BNY Mellon June 2011 - April 2012
Staples July 2003 - April 2011
Circuit City February 2007 - March 2009
Skills
Financial Analysis, Finance, Accounting, Banking, Credit, Marketing, Customer Service, Microsoft Excel, Management, Budgets, Microsoft Word, Time Management, Loans, Strategy, Investments, Illustrator, Photoshop, Microsoft Office, Inventory Management, Credit Analysis, Financial Statement..., Forecasting, Access, Leadership, Minitab, Underwriting, Risk Assessment, Risk Management, Analysis, Data Analysis, Research, Bookkeeping, QuickBooks, Quicken, Adobe Acrobat, Adobe Creative Suite, Cash Flow, Cash Flow Forecasting, Cost Projections, Retail, Outlook, PowerPoint, Mortgage Lending, Training, Teamwork, Public Speaking, Team Building, Sales, Process Improvement, Social Media
Education
Walden University 2013 — 2015
Master of Science, Accounting, 3.9
Walden University 2013 — 2014
Graduate Certificate, Managerial Accounting, 4.0
SUNY Polytechnic Institute 2008 — 2010
B.B.A., Business Administration
SUNY Trip to China 2009 — 2010
N/A, Mandarin, Business, International Business, Complete
Onondaga Community College 2004 — 2008
AS, Business Administration
Amar Malik's BNY Mellon Experience 2006 - 2007
Job Project Manager at EY
Industry Accounting
Experience
EY 2014 - Present
2U 2014 - 2015
Thomson Reuters August 2007 - January 2014
BNY Mellon 2006 - 2007
Skills
Integration, Management, CRM, Resource Management, Project Management
Education
Stony Brook University 2000 — 2004
Bachelor of Arts (B.A.), History
EY 2014 - Present
2U 2014 - 2015
Thomson Reuters August 2007 - January 2014
BNY Mellon 2006 - 2007
Skills
Integration, Management, CRM, Resource Management, Project Management
Education
Stony Brook University 2000 — 2004
Bachelor of Arts (B.A.), History
Kellie Newsome Kellie Newsome's BNY Mellon Experience September 2005 - Present
Job Control Accounting Specialist III at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2005 - Present
Skills
Mutual funds, Account recon, Superior Client Service, Research, Financial Services, Financial Analysis, Banking, Microsoft Excel, Risk Management, Finance, Customer Service, Equities, Portfolio Management, Investments
Education
Strayer University
Currently attending, Business Administration
BNY Mellon September 2005 - Present
Skills
Mutual funds, Account recon, Superior Client Service, Research, Financial Services, Financial Analysis, Banking, Microsoft Excel, Risk Management, Finance, Customer Service, Equities, Portfolio Management, Investments
Education
Strayer University
Currently attending, Business Administration
Morgynn Haggett, CFA Morgynn Haggett, CFA's BNY Mellon Experience 2011 - Present
Job Municipal Bond Trader at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2011 - Present
Eaton Vance May 2008 - May 2011
Eaton Vance May 2007 - September 2008
Boston Trust & Investment Management Company September 2004 - May 2007
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Bonds, Asset Managment, Portfolio Management, Municipal Bonds, Asset Allocation, Trading
Education
Suffolk University - Sawyer Business School 2006 — 2010
Masters of Science in Finance, Finance
University of New Hampshire - The Whittemore School of Business 2000 — 2004
a Bachelors of Science, and Economics; Business Administration; an option in Finance
BNY Mellon 2011 - Present
Eaton Vance May 2008 - May 2011
Eaton Vance May 2007 - September 2008
Boston Trust & Investment Management Company September 2004 - May 2007
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Bonds, Asset Managment, Portfolio Management, Municipal Bonds, Asset Allocation, Trading
Education
Suffolk University - Sawyer Business School 2006 — 2010
Masters of Science in Finance, Finance
University of New Hampshire - The Whittemore School of Business 2000 — 2004
a Bachelors of Science, and Economics; Business Administration; an option in Finance
Diane (DiLeo) Noel Diane (DiLeo) Noel's BNY Mellon Experience August 2001 - June 2002
Job Director of Contracts at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments September 2011 - July 2013
Fidelity Investments February 2011 - September 2011
Burns & Levinson LLP July 2003 - January 2011
Boston Law Collaborative August 2002 - June 2003
BNY Mellon August 2001 - June 2002
Skills
Litigation, Legal Research, Estate Planning, Securities, Legal Writing, Corporate Law, Commercial Litigation, Intellectual Property, Licensing, Mediation, Civil Litigation, Corporate Governance
Education
Suffolk University Law School 1999 — 2002
JD, Law
Tufts University 1991 — 1995
BA, History
Fidelity Investments July 2013 - Present
Fidelity Investments September 2011 - July 2013
Fidelity Investments February 2011 - September 2011
Burns & Levinson LLP July 2003 - January 2011
Boston Law Collaborative August 2002 - June 2003
BNY Mellon August 2001 - June 2002
Skills
Litigation, Legal Research, Estate Planning, Securities, Legal Writing, Corporate Law, Commercial Litigation, Intellectual Property, Licensing, Mediation, Civil Litigation, Corporate Governance
Education
Suffolk University Law School 1999 — 2002
JD, Law
Tufts University 1991 — 1995
BA, History
Lusine Antonyan Lusine Antonyan's BNY Mellon Experience March 2014 - July 2015
Job Associate at Arrowstreet Capital
Industry Financial Services
Experience
Arrowstreet Capital July 2015 - Present
BNY Mellon March 2014 - July 2015
Education
Suffolk University
Arrowstreet Capital July 2015 - Present
BNY Mellon March 2014 - July 2015
Education
Suffolk University
LeeAnn Watkins LeeAnn Watkins's BNY Mellon Experience February 2014 - May 2014
Job Administrative Assistant
Industry Financial Services
Experience
G4S Secure Solutions June 2013 - October 2014
BNY Mellon February 2014 - May 2014
J. B. Hunt Transport, Inc. May 2007 - September 2007
Skills
Customer Service, Microsoft Excel, Management, Banking, Risk Management, Project Management, Financial Analysis, Sales, Strategic Planning, Business Analysis, Payroll, Access, Administration, Microsoft Office, Outlook, PowerPoint, Spreadsheets, Data Entry, Teamwork, Security, Budgets, Process Improvement
Education
Kaplan University-Davenport Campus 2015 — 2018
Bachelor of Science (B.S.), Criminal Justice and Corrections
Strayer University 2013 — 2013
Bachelor of Science (BS), Criminal Justice and Corrections
John Bartram High School 2001 — 2005
G4S Secure Solutions June 2013 - October 2014
BNY Mellon February 2014 - May 2014
J. B. Hunt Transport, Inc. May 2007 - September 2007
Skills
Customer Service, Microsoft Excel, Management, Banking, Risk Management, Project Management, Financial Analysis, Sales, Strategic Planning, Business Analysis, Payroll, Access, Administration, Microsoft Office, Outlook, PowerPoint, Spreadsheets, Data Entry, Teamwork, Security, Budgets, Process Improvement
Education
Kaplan University-Davenport Campus 2015 — 2018
Bachelor of Science (B.S.), Criminal Justice and Corrections
Strayer University 2013 — 2013
Bachelor of Science (BS), Criminal Justice and Corrections
John Bartram High School 2001 — 2005
Christine Zhu's BNY Mellon Experience March 2015 - Present
Job Investment Accountant Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
BNY Mellon May 2014 - March 2015
BNY Mellon June 2013 - April 2014
BNY Mellon November 2011 - June 2013
Skills
Fund Accounting, Bloomberg, Financial Analysis, Mutual Funds, Financial Reporting, Account Reconciliation, Fixed Income, Accounting, Equities, Securities, Derivatives, Investments, Corporate Actions, Financial Accounting, Financial Services, Finance, Risk Management, Auditing, Internal Controls
Education
Suffolk University 2006 — 2010
Bachelor of Science (BS), Global Business/Finance
BNY Mellon March 2015 - Present
BNY Mellon May 2014 - March 2015
BNY Mellon June 2013 - April 2014
BNY Mellon November 2011 - June 2013
Skills
Fund Accounting, Bloomberg, Financial Analysis, Mutual Funds, Financial Reporting, Account Reconciliation, Fixed Income, Accounting, Equities, Securities, Derivatives, Investments, Corporate Actions, Financial Accounting, Financial Services, Finance, Risk Management, Auditing, Internal Controls
Education
Suffolk University 2006 — 2010
Bachelor of Science (BS), Global Business/Finance
Deirdre O'Shea Deirdre O'Shea's BNY Mellon Experience December 2012 - Present
Job Learning Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
BNY Mellon Wealth Management March 2007 - December 2012
Circles June 2005 - September 2007
Macquarie Group September 2006 - January 2007
Skills
Creative Writing, Training, E-Learning, Coaching, Management, Customer Service, Microsoft Office, Interviews, Leadership, Team Building, Public Speaking, Quality Assurance, Event Planning
Education
Westfield State University 2000 — 2004
BA, English
Suffolk University
MS, Organizational Learning and Development
BNY Mellon December 2012 - Present
BNY Mellon Wealth Management March 2007 - December 2012
Circles June 2005 - September 2007
Macquarie Group September 2006 - January 2007
Skills
Creative Writing, Training, E-Learning, Coaching, Management, Customer Service, Microsoft Office, Interviews, Leadership, Team Building, Public Speaking, Quality Assurance, Event Planning
Education
Westfield State University 2000 — 2004
BA, English
Suffolk University
MS, Organizational Learning and Development
Thomas MacDonald Thomas MacDonald's BNY Mellon Experience January 1999 - March 2001
Job Operations/Corporate Actions Manager at Numeric Investors
Industry Investment Management
Experience
Numeric Investors October 2008 - Present
Numeric Investors March 2001 - Present
BNY Mellon January 1999 - March 2001
Brown Brothers Harriman April 1994 - July 1998
Skills
Equities, Asset Management, Bloomberg, Fixed Income, Mutual Funds, Securities, Hedge Funds, Investment Management, Derivatives, Portfolio Management, Investments, Trading, Financial Markets, Financial Services, Capital Markets, Trading Systems, FX trading, Middle Office, Back Office, Valuation, Equity Swaps
Education
Suffolk University 1986 — 1990
Bachelor of Science (BS), Finance, General
Numeric Investors October 2008 - Present
Numeric Investors March 2001 - Present
BNY Mellon January 1999 - March 2001
Brown Brothers Harriman April 1994 - July 1998
Skills
Equities, Asset Management, Bloomberg, Fixed Income, Mutual Funds, Securities, Hedge Funds, Investment Management, Derivatives, Portfolio Management, Investments, Trading, Financial Markets, Financial Services, Capital Markets, Trading Systems, FX trading, Middle Office, Back Office, Valuation, Equity Swaps
Education
Suffolk University 1986 — 1990
Bachelor of Science (BS), Finance, General
Kim Schwarz Kim Schwarz's BNY Mellon Experience October 2007 - Present
Job Vice President, Relationship Manager, BNY Mellon Depositary Receipts, Africa & Greece
Industry Financial Services
Experience
BNY Mellon October 2007 - Present
BNY Mellon October 2004 - October 2007
BlackRock 2004 - 2004
Liz Claiborne 1999 - 2003
Skills
Equities, Human Resources, Talent Management, Bloomberg Terminal, Investor Relations, Employee Relations, CRM, Personnel Management, Recruiting, Organizational..., Financial Services, Relationship Management, Securities, Capital Markets, Fixed Income
Education
State University of New York at Stony Brook 1991 — 1992
M.A. Liberal Studies
State University of New York at Stony Brook 1987 — 1991
B.A. English
Stony Brook School
BNY Mellon October 2007 - Present
BNY Mellon October 2004 - October 2007
BlackRock 2004 - 2004
Liz Claiborne 1999 - 2003
Skills
Equities, Human Resources, Talent Management, Bloomberg Terminal, Investor Relations, Employee Relations, CRM, Personnel Management, Recruiting, Organizational..., Financial Services, Relationship Management, Securities, Capital Markets, Fixed Income
Education
State University of New York at Stony Brook 1991 — 1992
M.A. Liberal Studies
State University of New York at Stony Brook 1987 — 1991
B.A. English
Stony Brook School
Madison Hania's BNY Mellon Experience June 2012 - May 2014
Job Staff Accountant with Cost Accounting Experience
Industry Medical Devices
Experience
Tecomet June 2014 - Present
BNY Mellon June 2012 - May 2014
The Common Man Family January 2009 - June 2012
Hill House June 2011 - August 2011
The Common Man Family July 2006 - May 2011
Skills
QuickBooks, Microsoft Excel, Bloomberg Terminal, Financial Accounting, Microsoft Word, Microsoft Office, Valuation, Accounts Receivable, General Ledger, Fixed Income Analysis, G/L Reconciliations, Income Statement, Cash Management, Cash Flow Statements, Fund Administration, Event Planning, Customer Service, Accounts Payable, Cycle Counting, Adobe, Fixed Income, Syteline ERP, GAAP Standards, US GAAP reporting, Problem Analysis, Bank Reconciliation, Microsoft Office 2007, Short Sales, Team Building, Team Leadership, Cost Accounting, General Ledger..., Business Acquisition
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Bachelor of Science Business Administration, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2010
Bachelor, Business Management
Tecomet June 2014 - Present
BNY Mellon June 2012 - May 2014
The Common Man Family January 2009 - June 2012
Hill House June 2011 - August 2011
The Common Man Family July 2006 - May 2011
Skills
QuickBooks, Microsoft Excel, Bloomberg Terminal, Financial Accounting, Microsoft Word, Microsoft Office, Valuation, Accounts Receivable, General Ledger, Fixed Income Analysis, G/L Reconciliations, Income Statement, Cash Management, Cash Flow Statements, Fund Administration, Event Planning, Customer Service, Accounts Payable, Cycle Counting, Adobe, Fixed Income, Syteline ERP, GAAP Standards, US GAAP reporting, Problem Analysis, Bank Reconciliation, Microsoft Office 2007, Short Sales, Team Building, Team Leadership, Cost Accounting, General Ledger..., Business Acquisition
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Bachelor of Science Business Administration, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2010
Bachelor, Business Management
Elise McNamara Elise McNamara's BNY Mellon Experience October 2013 - Present
Job Foreign Exchange Sales Trading Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
BNY Mellon June 2012 - October 2013
Burlington Hockey and Skating Association January 2000 - June 2012
Comcast SportsNet August 2011 - December 2011
DocuTemp Wireless LLC May 2011 - August 2011
Staymad Inc May 2010 - August 2010
Nordstrom May 2010 - August 2010
Skills
marketing, Social Media Marketing, Team Leadership, Organizing, Direct Sales, Cold Calling, Public Speaking, Group Presentations, Outlook, Excel, PowerPoint, Coaching
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Bachelor, Marketing, Senior
University of New Hampshire 2008 — 2010
Associate Degree, Business Managment
BNY Mellon October 2013 - Present
BNY Mellon June 2012 - October 2013
Burlington Hockey and Skating Association January 2000 - June 2012
Comcast SportsNet August 2011 - December 2011
DocuTemp Wireless LLC May 2011 - August 2011
Staymad Inc May 2010 - August 2010
Nordstrom May 2010 - August 2010
Skills
marketing, Social Media Marketing, Team Leadership, Organizing, Direct Sales, Cold Calling, Public Speaking, Group Presentations, Outlook, Excel, PowerPoint, Coaching
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Bachelor, Marketing, Senior
University of New Hampshire 2008 — 2010
Associate Degree, Business Managment
TaLezsha Brown-Reeves TaLezsha Brown-Reeves's BNY Mellon Experience June 2015 - Present
Job Portfolio Accountant
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
HireStrategy February 2015 - April 2015
Exit Realty March 2014 - January 2015
CSI Commmunity Management at 4600 Duke Street September 2014 - November 2014
State Farm June 2013 - February 2014
Sparks Personnel December 2012 - November 2013
Quest Diagnostics March 2010 - June 2012
State Street Bank & Trust Co November 2007 - February 2010
John Hancock Signature Services/ Manulife July 2005 - November 2007
The First Marblehead Corporation 2003 - 2005
Skills
Data Entry, Administrative..., Microsoft Excel, Accounts Payable, Outlook, Customer Service, Microsoft Office, Management, PowerPoint, QuickBooks, Finance, Recruiting, Wordperfect, Investments, Customer Satisfaction, Financial Reporting, Event Planning, Screening Resumes, General Ledger, Internet, Word, credit report, Attention To Detail, Attendance, Call Center, Client Services, Mutual Funds, Highly Ambitious, Willing to Go the Extra..., Background Checks, Networking, Negotiation, Interior Design, PayPlus, Front Desk, Relocating, HRIS, Price Quotes, Real Estate, Property Claims, Customer Retention, Strategic Planning, Retention Strategies, Electronic Funds..., Money Market, Qualified Retirement..., Investment Banking, Accounts Receivable, Referrals, Virginia Notary Public
Education
Moseley Real Estate School 2013 — 2014
Certificate, Real Estate
Columbia Southern University 2011 — 2014
MBA, Finance, 3.59 GPA
Suffolk University 1999 — 2005
2005Bachelor of Science; Bachelors Degree (B.S, Psychology and Criminology; Sociology
Foxboro High School 1994 — 1999
Diploma, High School/Secondary Diplomas and Certificates
BNY Mellon June 2015 - Present
HireStrategy February 2015 - April 2015
Exit Realty March 2014 - January 2015
CSI Commmunity Management at 4600 Duke Street September 2014 - November 2014
State Farm June 2013 - February 2014
Sparks Personnel December 2012 - November 2013
Quest Diagnostics March 2010 - June 2012
State Street Bank & Trust Co November 2007 - February 2010
John Hancock Signature Services/ Manulife July 2005 - November 2007
The First Marblehead Corporation 2003 - 2005
Skills
Data Entry, Administrative..., Microsoft Excel, Accounts Payable, Outlook, Customer Service, Microsoft Office, Management, PowerPoint, QuickBooks, Finance, Recruiting, Wordperfect, Investments, Customer Satisfaction, Financial Reporting, Event Planning, Screening Resumes, General Ledger, Internet, Word, credit report, Attention To Detail, Attendance, Call Center, Client Services, Mutual Funds, Highly Ambitious, Willing to Go the Extra..., Background Checks, Networking, Negotiation, Interior Design, PayPlus, Front Desk, Relocating, HRIS, Price Quotes, Real Estate, Property Claims, Customer Retention, Strategic Planning, Retention Strategies, Electronic Funds..., Money Market, Qualified Retirement..., Investment Banking, Accounts Receivable, Referrals, Virginia Notary Public
Education
Moseley Real Estate School 2013 — 2014
Certificate, Real Estate
Columbia Southern University 2011 — 2014
MBA, Finance, 3.59 GPA
Suffolk University 1999 — 2005
2005Bachelor of Science; Bachelors Degree (B.S, Psychology and Criminology; Sociology
Foxboro High School 1994 — 1999
Diploma, High School/Secondary Diplomas and Certificates
Braden Burke's BNY Mellon Experience November 2014 - Present
Job Market Surveillance Analyst
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon July 2011 - November 2014
Green Mountain Power June 2010 - June 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Account Reconciliation, Budgets, Forecasting, Management, Banking, Time Management, Portfolio Management, Asset Management, Finance, Financial Modeling, Financial Statements, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Vermont School of Business Administration 2006 — 2010
Bachelor of Science, Finance
Mount Saint Joseph Academy 2002 — 2006
High School
BNY Mellon November 2014 - Present
BNY Mellon July 2011 - November 2014
Green Mountain Power June 2010 - June 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Account Reconciliation, Budgets, Forecasting, Management, Banking, Time Management, Portfolio Management, Asset Management, Finance, Financial Modeling, Financial Statements, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Vermont School of Business Administration 2006 — 2010
Bachelor of Science, Finance
Mount Saint Joseph Academy 2002 — 2006
High School
Andrew Brickley's BNY Mellon Experience June 2012 - May 2013
Job
Industry Financial Services
Experience
Powers Realty Group March 2013 - Present
BNY Mellon June 2012 - May 2013
BNY Mellon November 2010 - June 2012
NASDAQ OMX July 2010 - November 2010
Park Realty Associates LLC July 2008 - June 2010
Commonwealth Financial Network August 2009 - January 2010
Grubb & Ellis Colstream Real Estate Advisors, Inc. May 2005 - September 2005
Skills
Financial Reporting, Asset Management, Securities, Accounting, Real Estate, Real Estate Finance, Excel, Access, Financial Analysis, Bloomberg, Best Use Analysis, HTML/XML, Asset Managment, Investments, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Portfolio Management, Customer Service, Sales, Management, Valuation
Education
Boston University
Certificate in Commercial Real Estate, Real Estate
Boston University
Certificate in Real Estate Finance, Real Estate
Suffolk University - Sawyer Business School 2006 — 2008
BS, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2006
BS, Finance
Malden Catholic 2000 — 2004
Powers Realty Group March 2013 - Present
BNY Mellon June 2012 - May 2013
BNY Mellon November 2010 - June 2012
NASDAQ OMX July 2010 - November 2010
Park Realty Associates LLC July 2008 - June 2010
Commonwealth Financial Network August 2009 - January 2010
Grubb & Ellis Colstream Real Estate Advisors, Inc. May 2005 - September 2005
Skills
Financial Reporting, Asset Management, Securities, Accounting, Real Estate, Real Estate Finance, Excel, Access, Financial Analysis, Bloomberg, Best Use Analysis, HTML/XML, Asset Managment, Investments, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Portfolio Management, Customer Service, Sales, Management, Valuation
Education
Boston University
Certificate in Commercial Real Estate, Real Estate
Boston University
Certificate in Real Estate Finance, Real Estate
Suffolk University - Sawyer Business School 2006 — 2008
BS, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2006
BS, Finance
Malden Catholic 2000 — 2004
Cynthia (Burt) Dorman's BNY Mellon Experience April 2001 - Present
Job Vice President at BNY Mellon Wealth Management Risk & Control
Industry Financial Services
Experience
BNY Mellon April 2001 - Present
BNY Mellon June 1995 - April 2001
BNY Mellon 1992 - June 1995
BNY Mellon December 1989 - 1992
Digitial Consulting, Inc. February 1988 - December 1989
Dean Witter Reynolds Inc. October 1986 - September 1987
Skills
Superior Client Service, Outstanding time..., Employee Training, Policy Writing, Surveillance, Process Control, Project Management, Highly detail oriented, Operational Risk, Team Leadership
Education
Suffolk University - Sawyer School of Management 1995 — 1998
Master of Science (M.S.), Banking, Corporate, Finance, and Securities Law
Wheaton College (MA) 1982 — 1986
Bachelor of Arts (BA), Economics
BNY Mellon April 2001 - Present
BNY Mellon June 1995 - April 2001
BNY Mellon 1992 - June 1995
BNY Mellon December 1989 - 1992
Digitial Consulting, Inc. February 1988 - December 1989
Dean Witter Reynolds Inc. October 1986 - September 1987
Skills
Superior Client Service, Outstanding time..., Employee Training, Policy Writing, Surveillance, Process Control, Project Management, Highly detail oriented, Operational Risk, Team Leadership
Education
Suffolk University - Sawyer School of Management 1995 — 1998
Master of Science (M.S.), Banking, Corporate, Finance, and Securities Law
Wheaton College (MA) 1982 — 1986
Bachelor of Arts (BA), Economics
Karen Bustillo Agredo's BNY Mellon Experience October 2006 - September 2013
Job VP at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
BNY Mellon October 2006 - September 2013
KLD Research & Analytics, Inc. March 2003 - October 2006
ADC Telecommunications (Saville) November 1997 - May 2002
Skills
Public Relations, Sales Operations, Strategy, Financial Analysis, Marketing Strategy, Management Consulting, Leadership, Business Analysis, Equities, Performance Measurement, Relationship Management, Process Improvement, Business Strategy, Business Development, Investments, Marketing, Analytics, Financial Services, Finance, Management, Derivatives, Portfolio Management, Sales, Cross-functional Team..., Project Management
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Marketing, Finance, International Business
University of Massachusetts Boston 1991 — 1995
BA, International Business
Partnership
State Street September 2013 - Present
BNY Mellon October 2006 - September 2013
KLD Research & Analytics, Inc. March 2003 - October 2006
ADC Telecommunications (Saville) November 1997 - May 2002
Skills
Public Relations, Sales Operations, Strategy, Financial Analysis, Marketing Strategy, Management Consulting, Leadership, Business Analysis, Equities, Performance Measurement, Relationship Management, Process Improvement, Business Strategy, Business Development, Investments, Marketing, Analytics, Financial Services, Finance, Management, Derivatives, Portfolio Management, Sales, Cross-functional Team..., Project Management
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Marketing, Finance, International Business
University of Massachusetts Boston 1991 — 1995
BA, International Business
Partnership
Robert Donnelly's BNY Mellon Experience September 2012 - April 2013
Job Project Manager/Software Engineer at Millennium Management
Industry Information Technology and Services
Experience
Millennium Management July 2014 - Present
JPMorgan Chase May 2013 - July 2014
BNY Mellon September 2012 - April 2013
Citco Fund Services May 2011 - August 2012
Broadridge Financial July 2007 - May 2011
Bear Stearns December 2003 - June 2007
Mellon HR Solutions April 2003 - November 2003
JPMorgan Chase May 2002 - April 2003
Net2Phone November 2000 - April 2002
Bear Stearns September 1994 - November 2000
Skills
Business Development, Software Development, Process Improvement, Management, Vendor Management, SDLC, CRM, IT Service Management, PMO, Analysis, Business Analysis, Leadership, Software Project..., Business Process, Enterprise Architecture, Program Management, IT Strategy, Budgets, Risk Management, Integration, Project Portfolio..., Agile Methodologies, Data Warehousing, Requirements Analysis, Project Management, IT Management, Team Building, Business Intelligence, Disaster Recovery
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Applied Math & Statistics
Millennium Management July 2014 - Present
JPMorgan Chase May 2013 - July 2014
BNY Mellon September 2012 - April 2013
Citco Fund Services May 2011 - August 2012
Broadridge Financial July 2007 - May 2011
Bear Stearns December 2003 - June 2007
Mellon HR Solutions April 2003 - November 2003
JPMorgan Chase May 2002 - April 2003
Net2Phone November 2000 - April 2002
Bear Stearns September 1994 - November 2000
Skills
Business Development, Software Development, Process Improvement, Management, Vendor Management, SDLC, CRM, IT Service Management, PMO, Analysis, Business Analysis, Leadership, Software Project..., Business Process, Enterprise Architecture, Program Management, IT Strategy, Budgets, Risk Management, Integration, Project Portfolio..., Agile Methodologies, Data Warehousing, Requirements Analysis, Project Management, IT Management, Team Building, Business Intelligence, Disaster Recovery
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Applied Math & Statistics
Michael Gearty's BNY Mellon Experience September 2006 - Present
Job Business Intelligence Leader
Industry Information Technology and Services
Experience
BNY Mellon September 2006 - Present
Sun Life Financial March 2005 - September 2006
Softrax January 1999 - February 2005
Fidelity Investments 1996 - 1999
Skills
Business Requirements, Business Analysis, SQL, Business Intelligence, Business Objects, Data Analysis, Data Modeling, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Enterprise Software, Integration, Project Management, Requirements Gathering, Software Project...
Education
Stonehill College 1991 — 1995
BS, Accounting CIS
Concord Carlisle HS 1988 — 1991
BNY Mellon September 2006 - Present
Sun Life Financial March 2005 - September 2006
Softrax January 1999 - February 2005
Fidelity Investments 1996 - 1999
Skills
Business Requirements, Business Analysis, SQL, Business Intelligence, Business Objects, Data Analysis, Data Modeling, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Enterprise Software, Integration, Project Management, Requirements Gathering, Software Project...
Education
Stonehill College 1991 — 1995
BS, Accounting CIS
Concord Carlisle HS 1988 — 1991
Art Skuggevik's BNY Mellon Experience 1996 - Present
Job Strategic Business Development Manager at BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon 1996 - Present
Skills
Alternative Investments, Asset Management, Capital Markets, Financial Analysis, Financial Modeling, Financial Services, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Series 63, Investment Strategies, Hedge Funds, Equities, Investments, Asset Allocation, Securities
Education
Stony Brook University
BNY Mellon 1996 - Present
Skills
Alternative Investments, Asset Management, Capital Markets, Financial Analysis, Financial Modeling, Financial Services, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Series 63, Investment Strategies, Hedge Funds, Equities, Investments, Asset Allocation, Securities
Education
Stony Brook University
Kofi Frempong's BNY Mellon Experience November 2009 - November 2011
Job Accountant at Open Society Foundations
Industry Financial Services
Experience
Open Society Foundations November 2014 - Present
Natural Resource Governance Institute October 2012 - November 2014
BNYMELLON November 2011 - September 2012
BNY Mellon November 2009 - November 2011
McGuires Service Corporation March 2009 - September 2009
Skills
Strategic Planning, Analysis, Financial Analysis, Forecasting, SAP, Accounting, General Ledger, Finance, Accounts Payable, Auditing
Education
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, FINANCE/ACCOUNTING
University of Cape Coast 1997 — 2001
Bachelors, Management/Psychology
Open Society Foundations November 2014 - Present
Natural Resource Governance Institute October 2012 - November 2014
BNYMELLON November 2011 - September 2012
BNY Mellon November 2009 - November 2011
McGuires Service Corporation March 2009 - September 2009
Skills
Strategic Planning, Analysis, Financial Analysis, Forecasting, SAP, Accounting, General Ledger, Finance, Accounts Payable, Auditing
Education
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, FINANCE/ACCOUNTING
University of Cape Coast 1997 — 2001
Bachelors, Management/Psychology
Diana Hogan's BNY Mellon Experience March 2014 - Present
Job Corporate Trust Event & Program Specialist at BNY Mellon
Industry Hospitality
Experience
BNY Mellon March 2014 - Present
Gansevoort Hotel Group February 2013 - March 2014
The Waldorf=Astoria March 2012 - February 2013
Seaport Companies March 2009 - March 2012
Medical Records Institute February 2008 - February 2009
The Castle Group September 2005 - January 2008
Huntington's Disease Society of America May 2004 - August 2005
Skills
Event Management, Event Planning, Social Media, Public Relations, Food & Beverage, Hospitality, Hospitality Management, Social Media Marketing, Marketing Communications, Hotels, Catering, Marketing, Microsoft Office, Customer Service, Banquets, Online Advertising, Hotel Management, Marketing Strategy, Media Relations, Hospitality Industry
Education
Suffolk University 2001 — 2005
B.S., Communications and Journalism
BNY Mellon March 2014 - Present
Gansevoort Hotel Group February 2013 - March 2014
The Waldorf=Astoria March 2012 - February 2013
Seaport Companies March 2009 - March 2012
Medical Records Institute February 2008 - February 2009
The Castle Group September 2005 - January 2008
Huntington's Disease Society of America May 2004 - August 2005
Skills
Event Management, Event Planning, Social Media, Public Relations, Food & Beverage, Hospitality, Hospitality Management, Social Media Marketing, Marketing Communications, Hotels, Catering, Marketing, Microsoft Office, Customer Service, Banquets, Online Advertising, Hotel Management, Marketing Strategy, Media Relations, Hospitality Industry
Education
Suffolk University 2001 — 2005
B.S., Communications and Journalism
Kristen D'Angelo's BNY Mellon Experience January 2012 - August 2014
Job at
Industry Financial Services
Experience
CareGroup Inc. August 2014 - Present
BNY Mellon January 2012 - August 2014
Bank of New York Mellon June 2009 - December 2011
Bank of New York Mellon May 2008 - June 2009
Robert Half Finance & Accounting September 2007 - May 2008
Skills
Financial Reporting, Accounting, Financial Planning, Excel, Client Service, Performance Measurement, Performance Attribution, Data Reconciliation, Tax, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Windows, PowerPoint, Budgets, Works well in a team, Individual Work, Motivated self-starter, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance
CareGroup Inc. August 2014 - Present
BNY Mellon January 2012 - August 2014
Bank of New York Mellon June 2009 - December 2011
Bank of New York Mellon May 2008 - June 2009
Robert Half Finance & Accounting September 2007 - May 2008
Skills
Financial Reporting, Accounting, Financial Planning, Excel, Client Service, Performance Measurement, Performance Attribution, Data Reconciliation, Tax, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Windows, PowerPoint, Budgets, Works well in a team, Individual Work, Motivated self-starter, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance
Kenneth Lo's BNY Mellon Experience February 2014 - Present
Job Head of Derivatives and Capital Market Technology
Industry Investment Banking
Experience
BNY Mellon February 2014 - Present
Barclays Investment Bank May 2012 - January 2014
HSBC August 2005 - November 2011
Barclays Capital March 2003 - July 2005
Credit Suisse October 1997 - March 2003
Lehman Brothers November 1994 - October 1997
Skills
Fixed Income, Equities, SDLC, Trading Systems, Business Analysis, Investment Banking, Derivatives, FX Options, Trading, Equity Derivatives, Market Data, Electronic Trading, Interest Rate..., Risk Management, Financial Markets, Portfolio Management, Capital Markets, Oracle, Credit Derivatives, Options
Education
Stony Brook University 1990 — 1994
BNY Mellon February 2014 - Present
Barclays Investment Bank May 2012 - January 2014
HSBC August 2005 - November 2011
Barclays Capital March 2003 - July 2005
Credit Suisse October 1997 - March 2003
Lehman Brothers November 1994 - October 1997
Skills
Fixed Income, Equities, SDLC, Trading Systems, Business Analysis, Investment Banking, Derivatives, FX Options, Trading, Equity Derivatives, Market Data, Electronic Trading, Interest Rate..., Risk Management, Financial Markets, Portfolio Management, Capital Markets, Oracle, Credit Derivatives, Options
Education
Stony Brook University 1990 — 1994
Pat Zvokel's BNY Mellon Experience December 2010 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
BNY Mellon December 2010 - Present
SunGard 2005 - 2009
Cutter Associates, Inc. 2003 - 2005
SunGard Portfolio Solutions, Inc. 1998 - 2003
SunGard Portfolio Solutions, Inc. 1991 - 1998
Shaw Data Services, Inc. 1984 - 1991
Shaw Data Services, Inc. 1980 - 1982
Education
Villanova University 1975 — 1976
Stony Brook University
Masters coursework (18 credits), Information Technology Systems
BNY Mellon December 2010 - Present
SunGard 2005 - 2009
Cutter Associates, Inc. 2003 - 2005
SunGard Portfolio Solutions, Inc. 1998 - 2003
SunGard Portfolio Solutions, Inc. 1991 - 1998
Shaw Data Services, Inc. 1984 - 1991
Shaw Data Services, Inc. 1980 - 1982
Education
Villanova University 1975 — 1976
Stony Brook University
Masters coursework (18 credits), Information Technology Systems
Richard Creem's BNY Mellon Experience April 2013 - Present
Job Counsel & Vice President, BNY Mellon Asset Servicing
Industry Legal Services
Experience
BNY Mellon April 2013 - Present
COMMONWEALTH OF MASSACHUSETTS - TRANSPORTATION FINANCE July 2006 - Present
TOWN OF NEEDHAM, MA - MUNICIPAL GOVERNANCE AND FINANCE June 1986 - Present
Richard S. Creem, Esq. - Business Law Practice November 2006 - April 2013
Hemenway & Barnes LLP March 2012 - March 2012
Innovative Business Law Group, PC March 2009 - February 2012
Lynch, Brewer, Hoffman & Fink, LLP July 2007 - January 2008
Ruberto, Israel & Weiner, P.C. February 2007 - April 2007
Company Express (Delaware) Limited January 2003 - November 2006
Landay & Leblang January 1999 - December 2002
Education
Suffolk University Law School 1982 — 1985
J.D.
Union College 1978 — 1982
B.A., Cum Laude
BNY Mellon April 2013 - Present
COMMONWEALTH OF MASSACHUSETTS - TRANSPORTATION FINANCE July 2006 - Present
TOWN OF NEEDHAM, MA - MUNICIPAL GOVERNANCE AND FINANCE June 1986 - Present
Richard S. Creem, Esq. - Business Law Practice November 2006 - April 2013
Hemenway & Barnes LLP March 2012 - March 2012
Innovative Business Law Group, PC March 2009 - February 2012
Lynch, Brewer, Hoffman & Fink, LLP July 2007 - January 2008
Ruberto, Israel & Weiner, P.C. February 2007 - April 2007
Company Express (Delaware) Limited January 2003 - November 2006
Landay & Leblang January 1999 - December 2002
Education
Suffolk University Law School 1982 — 1985
J.D.
Union College 1978 — 1982
B.A., Cum Laude
Nancy Gill's BNY Mellon Experience 1993 - 1996
Job Director at Citibank
Industry Banking
Experience
Citibank 2000 - Present
Deutsche Bank May 1998 - May 2000
BNY Mellon 1993 - 1996
Skills
Capital Markets, Derivatives, Corporate Finance, Securitization, Banking, Structured Finance, Securities, Emerging Markets, Financial Markets, Fixed Income, Investments, Mergers & Acquisitions, Project Finance, Negotiation, Commercial Banking, Trade Finance, Latin America, Cross-border..., Structured Products, Bonds, Investment Banking, Loans, Due Diligence, Leveraged Finance, Syndications, Restructuring, ABS, Financial Services, Investor Relations, Finance, Private Equity, Equities, Financial Structuring, Risk Management
Education
Suffolk University
Bachelor of Science, International Economics
Citibank 2000 - Present
Deutsche Bank May 1998 - May 2000
BNY Mellon 1993 - 1996
Skills
Capital Markets, Derivatives, Corporate Finance, Securitization, Banking, Structured Finance, Securities, Emerging Markets, Financial Markets, Fixed Income, Investments, Mergers & Acquisitions, Project Finance, Negotiation, Commercial Banking, Trade Finance, Latin America, Cross-border..., Structured Products, Bonds, Investment Banking, Loans, Due Diligence, Leveraged Finance, Syndications, Restructuring, ABS, Financial Services, Investor Relations, Finance, Private Equity, Equities, Financial Structuring, Risk Management
Education
Suffolk University
Bachelor of Science, International Economics
Patti Mythen's BNY Mellon Experience September 2012 - Present
Job Vice President, Technology Project Management Office at BNY Mellon
Industry Computer Software
Experience
BNY Mellon September 2012 - Present
BNY Mellon January 2002 - September 2012
BNY Mellon August 1998 - January 2002
The Savings Bank of Utica January 1991 - August 1998
Skills
Project Management, SDLC, Software Project..., Business Analysis, User Acceptance Testing, Requirements Analysis, Risk Management, Requirements Gathering, Process Improvement, PMO, Visio, Financial Services, Agile Methodologies, Mainframe, Banking, Software Quality..., DB2, Business Requirements, Testing, CMMI, Project Delivery, Integration, Business Process...
Education
SUNY Polytechnic Institute
BS
BNY Mellon September 2012 - Present
BNY Mellon January 2002 - September 2012
BNY Mellon August 1998 - January 2002
The Savings Bank of Utica January 1991 - August 1998
Skills
Project Management, SDLC, Software Project..., Business Analysis, User Acceptance Testing, Requirements Analysis, Risk Management, Requirements Gathering, Process Improvement, PMO, Visio, Financial Services, Agile Methodologies, Mainframe, Banking, Software Quality..., DB2, Business Requirements, Testing, CMMI, Project Delivery, Integration, Business Process...
Education
SUNY Polytechnic Institute
BS
Salma Beji Aburas's BNY Mellon Experience January 2015 - Present
Job Treasury Services AML / KYC Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
BNY Mellon January 2014 - January 2015
Regions Financial Corporation September 2012 - April 2013
Regions Financial Corporation June 2011 - September 2012
Wells Fargo Home Mortgage April 2009 - June 2011
Ashford Advisors August 2008 - April 2009
Alabama International Trade Center August 2006 - December 2006
Citi Group May 2006 - August 2006
Skills
Analysis, Customer Service, Due Diligence, Finance, Financial Analysis, French, Loans, Mortgage Lending, Program Management, Spanish, Statistics, Underwriting, Portfolio Management, Risk Management, Training, KYC, PowerPoint
Education
Strayer University 2009 — 2011
MBA, Finance
University of Alabama 2004 — 2008
B.S, Finance, Economics
BNY Mellon January 2015 - Present
BNY Mellon January 2014 - January 2015
Regions Financial Corporation September 2012 - April 2013
Regions Financial Corporation June 2011 - September 2012
Wells Fargo Home Mortgage April 2009 - June 2011
Ashford Advisors August 2008 - April 2009
Alabama International Trade Center August 2006 - December 2006
Citi Group May 2006 - August 2006
Skills
Analysis, Customer Service, Due Diligence, Finance, Financial Analysis, French, Loans, Mortgage Lending, Program Management, Spanish, Statistics, Underwriting, Portfolio Management, Risk Management, Training, KYC, PowerPoint
Education
Strayer University 2009 — 2011
MBA, Finance
University of Alabama 2004 — 2008
B.S, Finance, Economics
Bob Martelli's BNY Mellon Experience May 2005 - Present
Job Information technology Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2005 - Present
Skills
XML, Business Analysis, Requirements Analysis, SDLC, Vendor Management, Project Management, Systems Analysis, Banking, Visio, SQL, DB2, Requirements Gathering, Mainframe, SharePoint, Fixed Income, Microsoft SQL Server, Risk Management, COBOL, Process Improvement, Management
Education
Danvers High School 1974 — 1977
Suffolk University
IT management
BNY Mellon May 2005 - Present
Skills
XML, Business Analysis, Requirements Analysis, SDLC, Vendor Management, Project Management, Systems Analysis, Banking, Visio, SQL, DB2, Requirements Gathering, Mainframe, SharePoint, Fixed Income, Microsoft SQL Server, Risk Management, COBOL, Process Improvement, Management
Education
Danvers High School 1974 — 1977
Suffolk University
IT management
Huong Totten's BNY Mellon Experience July 2014 - May 2015
Job Project lead
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon July 2014 - May 2015
Brown Brothers Harriman November 2013 - July 2014
Brown Brothers Harriman February 2005 - November 2013
Investors Bank & Trust June 2001 - February 2005
Skills
Corporate Actions, ETFs, Financial Services, Fund Administration, Mutual Funds, Global Custody, Fund Accounting, Fixed Income, Securities, Business Analysis, Requirements Gathering, Bloomberg, SDLC, Project Management, User Acceptance Testing, Business Requirements, Equities, Derivatives, STAR, Fund Of Funds, European tax, Tax Equalization, Back Office, Project Planning, SharePoint, Production Management, Quality Assurance, Business Development, Product Development, Workflow Management, Workflow Diagrams
Education
Suffolk University 1997 — 2001
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman May 2015 - Present
BNY Mellon July 2014 - May 2015
Brown Brothers Harriman November 2013 - July 2014
Brown Brothers Harriman February 2005 - November 2013
Investors Bank & Trust June 2001 - February 2005
Skills
Corporate Actions, ETFs, Financial Services, Fund Administration, Mutual Funds, Global Custody, Fund Accounting, Fixed Income, Securities, Business Analysis, Requirements Gathering, Bloomberg, SDLC, Project Management, User Acceptance Testing, Business Requirements, Equities, Derivatives, STAR, Fund Of Funds, European tax, Tax Equalization, Back Office, Project Planning, SharePoint, Production Management, Quality Assurance, Business Development, Product Development, Workflow Management, Workflow Diagrams
Education
Suffolk University 1997 — 2001
Bachelor of Science (BS), Finance, General
Dean M DeVito's BNY Mellon Experience 2009 - Present
Job FINANCE AND ACCOUNTING EXECUTIVE
Industry Accounting
Experience
BNY Mellon 2009 - Present
FAGE USA Dairy Industry, Inc. 2007 - 2008
Syroco 2006 - 2007
Burrows Paper Corporation 2005 - 2006
Conmed Corporation 2004 - 2005
Special Metals 1986 - 2003
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Forecasting & Budgeting, General Ledger, Internal Controls, US GAAP, Financial Analysis, ERP, Due Diligence, Cash Management, Financial Management, SEC Financial Reporting, Accounting Policy, Process Improvement, Cost Reduction, FMEA, DMAIC, Analysis, Activity Based Costing, GAAP, Risk Management, Forecasting
Education
Syracuse University 1998 — 1998
MBA Upgrade, Limerick, Ireland
State University of New York Institute of Technology at Utica/Rome 1988 — 1991
Master of Science (M.S.), Business Management
Utica College 1981 — 1983
Bachelor of Science (BS), Accounting
BNY Mellon 2009 - Present
FAGE USA Dairy Industry, Inc. 2007 - 2008
Syroco 2006 - 2007
Burrows Paper Corporation 2005 - 2006
Conmed Corporation 2004 - 2005
Special Metals 1986 - 2003
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Forecasting & Budgeting, General Ledger, Internal Controls, US GAAP, Financial Analysis, ERP, Due Diligence, Cash Management, Financial Management, SEC Financial Reporting, Accounting Policy, Process Improvement, Cost Reduction, FMEA, DMAIC, Analysis, Activity Based Costing, GAAP, Risk Management, Forecasting
Education
Syracuse University 1998 — 1998
MBA Upgrade, Limerick, Ireland
State University of New York Institute of Technology at Utica/Rome 1988 — 1991
Master of Science (M.S.), Business Management
Utica College 1981 — 1983
Bachelor of Science (BS), Accounting
Donna Skuncik's BNY Mellon Experience March 2011 - February 2013
Job Series 7, 63, Life & Health Insurance licenses
Industry Financial Services
Experience
Damon Financial, LLC March 2015 - Present
AspenCross Financial Group, member of John Hancock Financial Network February 2013 - February 2015
BNY Mellon March 2011 - February 2013
BNY Mellon October 2010 - March 2011
Putnam Investments, Inc October 2007 - October 2010
Putnam Investments January 2006 - October 2007
Skills
Call Center, Vendor Management, Business Analysis, Process Improvement, Cross-functional Team..., Workforce Management, Customer Service, Customer Retention, Customer Satisfaction, Team Leadership, Account Management, Marketing Strategy, Marketing, Team Building, Coaching, Leadership, Analysis
Education
Suffolk University 1984 — 1988
BSBA, Marketing and Management
The Newman School 1981 — 1984
HS diploma
Damon Financial, LLC March 2015 - Present
AspenCross Financial Group, member of John Hancock Financial Network February 2013 - February 2015
BNY Mellon March 2011 - February 2013
BNY Mellon October 2010 - March 2011
Putnam Investments, Inc October 2007 - October 2010
Putnam Investments January 2006 - October 2007
Skills
Call Center, Vendor Management, Business Analysis, Process Improvement, Cross-functional Team..., Workforce Management, Customer Service, Customer Retention, Customer Satisfaction, Team Leadership, Account Management, Marketing Strategy, Marketing, Team Building, Coaching, Leadership, Analysis
Education
Suffolk University 1984 — 1988
BSBA, Marketing and Management
The Newman School 1981 — 1984
HS diploma
Antony Pollail's BNY Mellon Experience June 2013 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2013 - Present
Barclays Capital March 2010 - June 2013
Novartis April 2009 - February 2010
Morgan Stanley February 2006 - May 2009
Data inc 2004 - 2006
Skills
Spring, Hibernate, Java, Ext JS, Eclipse, JDBC, JMS, JSP, Java Enterprise Edition, Agile Methodologies, Maven, Oracle, Software Development, SOA, Struts, XML
Education
Stony Brook University 1999 — 2003
B.E, Computer Engineering
BNY Mellon June 2013 - Present
Barclays Capital March 2010 - June 2013
Novartis April 2009 - February 2010
Morgan Stanley February 2006 - May 2009
Data inc 2004 - 2006
Skills
Spring, Hibernate, Java, Ext JS, Eclipse, JDBC, JMS, JSP, Java Enterprise Edition, Agile Methodologies, Maven, Oracle, Software Development, SOA, Struts, XML
Education
Stony Brook University 1999 — 2003
B.E, Computer Engineering
Maryann Lando's BNY Mellon Experience February 2015 - Present
Job Client Service Admin at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon November 2007 - Present
Skills
Mutual Funds, Securities, Global Custody, Microsoft Excel, Account Reconciliation, Analysis, Microsoft Word, Training, Settlement, Research, Risk Management, Corporate Actions, Asset Management, Financial Services, Project Management, Fixed Income, Middle Office, Customer Service, Equities, Hedge Funds, Banking
Education
Stony Brook University 2000 — 2006
BA, Major: Cinema and Cultural Studies Minor: Media Studies
BNY Mellon February 2015 - Present
BNY Mellon November 2007 - Present
Skills
Mutual Funds, Securities, Global Custody, Microsoft Excel, Account Reconciliation, Analysis, Microsoft Word, Training, Settlement, Research, Risk Management, Corporate Actions, Asset Management, Financial Services, Project Management, Fixed Income, Middle Office, Customer Service, Equities, Hedge Funds, Banking
Education
Stony Brook University 2000 — 2006
BA, Major: Cinema and Cultural Studies Minor: Media Studies
John Savas, MBA's BNY Mellon Experience January 1993 - January 1999
Job SOX Auditor
Industry Financial Services
Experience
Leaders in Banking Compliance Auditing Greater Richmond, VA Area 2013 - Present
USI Insurance Services September 2014 - January 2015
Genworth March 2013 - February 2014
Virginia State Corporation Commission June 2009 - September 2012
Altria March 2007 - February 2009
Philip Morris, U.S.A. April 2003 - March 2007
Federal Reserve Bank of New York January 1999 - April 2003
BNY Mellon January 1993 - January 1999
Skills
Compliance, Financial Analysis, Due Diligence, Policy, Financial Reporting, Analysts, Access, Financial Accounting, Risk Management, Internal Controls, Management, General Ledger, Leadership, Accounting, Finance, Analysis, Corporate Finance, Enterprise Risk..., Auditing, Strategic Planning, Account Reconciliation, Banking, Internal Audit, Mergers & Acquisitions, Process Improvement, Forecasting, Sarbanes-Oxley, Cost Accounting, Portfolio Management, Treasury Management, Variance Analysis, Sarbanes-Oxley Act
Education
Strayer University (VA) 2010 — 2012
MBA
Syracuse University 1986 — 1989
BS
Leaders in Banking Compliance Auditing Greater Richmond, VA Area 2013 - Present
USI Insurance Services September 2014 - January 2015
Genworth March 2013 - February 2014
Virginia State Corporation Commission June 2009 - September 2012
Altria March 2007 - February 2009
Philip Morris, U.S.A. April 2003 - March 2007
Federal Reserve Bank of New York January 1999 - April 2003
BNY Mellon January 1993 - January 1999
Skills
Compliance, Financial Analysis, Due Diligence, Policy, Financial Reporting, Analysts, Access, Financial Accounting, Risk Management, Internal Controls, Management, General Ledger, Leadership, Accounting, Finance, Analysis, Corporate Finance, Enterprise Risk..., Auditing, Strategic Planning, Account Reconciliation, Banking, Internal Audit, Mergers & Acquisitions, Process Improvement, Forecasting, Sarbanes-Oxley, Cost Accounting, Portfolio Management, Treasury Management, Variance Analysis, Sarbanes-Oxley Act
Education
Strayer University (VA) 2010 — 2012
MBA
Syracuse University 1986 — 1989
BS
JAMES KOIYAN, CFE's BNY Mellon Experience SENIOR ACCOUNTANTBNY MellonFebruary 2007 - August 2011
Job Accounting Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon SENIOR ACCOUNTANTBNY MellonFebruary 2007 - August 2011
Devereux Kaner Center January 2005 - February 2007
Heritage Mobil Inc August 2003 - August 2006
Skills
General Ledger, Account Reconciliation, Financial Analysis, Fund Accounting, Financial Reporting
Education
Strayer University-Pennsylvania 2007 — 2008
MBA, FINANCE
Strayer University-Pennsylvania 2004 — 2006
MSAC, Accounting
BNY Mellon SENIOR ACCOUNTANTBNY MellonFebruary 2007 - August 2011
Devereux Kaner Center January 2005 - February 2007
Heritage Mobil Inc August 2003 - August 2006
Skills
General Ledger, Account Reconciliation, Financial Analysis, Fund Accounting, Financial Reporting
Education
Strayer University-Pennsylvania 2007 — 2008
MBA, FINANCE
Strayer University-Pennsylvania 2004 — 2006
MSAC, Accounting
Chi Kit ( Steven ) Chan's BNY Mellon Experience January 2001 - June 2006
Job Product Manager at DTCC
Industry Financial Services
Experience
Depository Trust & Clearing Corporation June 2013 - Present
DTCC April 2011 - September 2013
Citi June 2006 - April 2011
BNY Mellon January 2001 - June 2006
Skills
Fixed Income, Equities, Securities, Capital Markets, Bloomberg, Hedge Funds, Financial Services, Finance, Financial Analysis, Cash Management, Microsoft Excel, Financial Markets, Asset Management, Product Management, Project Management, Product Development, Risk Management, Process Improvement, ISO20022, User Acceptance Testing, Data Mining, Data Analysis, Databases
Education
SUNY Stony Brook 1996 — 2000
BS, Business Management
Depository Trust & Clearing Corporation June 2013 - Present
DTCC April 2011 - September 2013
Citi June 2006 - April 2011
BNY Mellon January 2001 - June 2006
Skills
Fixed Income, Equities, Securities, Capital Markets, Bloomberg, Hedge Funds, Financial Services, Finance, Financial Analysis, Cash Management, Microsoft Excel, Financial Markets, Asset Management, Product Management, Project Management, Product Development, Risk Management, Process Improvement, ISO20022, User Acceptance Testing, Data Mining, Data Analysis, Databases
Education
SUNY Stony Brook 1996 — 2000
BS, Business Management
Dom Rinella's BNY Mellon Experience May 1997 - June 2007
Job Senior Vice President at Maples Fund Services
Industry Financial Services
Experience
MaplesFS July 2014 - Present
Apex Fund Services October 2013 - April 2014
Deutsche Bank Alternative Fund Services February 2008 - October 2013
J.P. Morgan September 2007 - January 2008
BNY Mellon May 1997 - June 2007
Skills
Management, Analysis, CRM, Strategy, Finance, Process Improvement, Valuation, Accounting, Auditing, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management, Equities, Fixed Income, Investments, Private Equity
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA, Business Administration, Management and Operations
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, Business Administration, Management and Operations
MaplesFS July 2014 - Present
Apex Fund Services October 2013 - April 2014
Deutsche Bank Alternative Fund Services February 2008 - October 2013
J.P. Morgan September 2007 - January 2008
BNY Mellon May 1997 - June 2007
Skills
Management, Analysis, CRM, Strategy, Finance, Process Improvement, Valuation, Accounting, Auditing, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management, Equities, Fixed Income, Investments, Private Equity
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA, Business Administration, Management and Operations
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, Business Administration, Management and Operations
Lee Faria's BNY Mellon Experience January 1996 - August 1998
Job Chief Compliance Officer & Vice President at Columbia Management Investment Advisers, LLC
Industry Investment Management
Experience
Columbia Management Investment Advisers, LLC November 2013 - Present
Columbia Management Investment Advisers, LLC May 2010 - October 2013
Bank of America July 2005 - May 2010
Deutsche Asset Management April 1999 - July 2005
Fidelity Investments September 1998 - April 1999
BNY Mellon January 1996 - August 1998
BNY Mellon July 1993 - December 1995
BNY Mellon September 1987 - June 1993
Skills
Mutual Funds, Asset Managment, Corporate Governance, Due Diligence, Alternative Investments, Investments, Securities Regulation, Operational Risk..., Financial Services
Education
Suffolk University Law School 1990 — 1994
Doctor of Law (J.D.), cum laude, Law
Wellesley College 1983 — 1987
Bachelor of Arts (B.A.), History
Columbia Management Investment Advisers, LLC November 2013 - Present
Columbia Management Investment Advisers, LLC May 2010 - October 2013
Bank of America July 2005 - May 2010
Deutsche Asset Management April 1999 - July 2005
Fidelity Investments September 1998 - April 1999
BNY Mellon January 1996 - August 1998
BNY Mellon July 1993 - December 1995
BNY Mellon September 1987 - June 1993
Skills
Mutual Funds, Asset Managment, Corporate Governance, Due Diligence, Alternative Investments, Investments, Securities Regulation, Operational Risk..., Financial Services
Education
Suffolk University Law School 1990 — 1994
Doctor of Law (J.D.), cum laude, Law
Wellesley College 1983 — 1987
Bachelor of Arts (B.A.), History
Subir Bose's BNY Mellon Experience March 2006 - May 2006
Job Director of Advertising and Analytics at PlayGirl
Industry Online Media
Experience
PlayGirl November 2014 - April 2015
Encore Media Metrics October 2014 - February 2015
Global April 2013 - July 2014
Fox Interactive Media January 2013 - April 2013
WebMD August 2012 - November 2012
Horizon Media June 2008 - July 2012
Thomson Reuters September 2007 - March 2008
ZenithOptimedia Group I The ROI Agency June 2006 - May 2007
OMD USA May 2006 - June 2006
BNY Mellon March 2006 - May 2006
Skills
Online Advertising, Digital Media, Media Planning, Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, CRM, Online Marketing, Social Media Marketing, Mobile Marketing, Social Media, Interactive Marketing, Media Buying, Analytics, Management, Email Marketing, Marketing Strategy, Marketing, New Media, SEM, Mobile Advertising, Web Analytics
Education
Stony Brook University
Bachelor's Degree, Sociology
PlayGirl November 2014 - April 2015
Encore Media Metrics October 2014 - February 2015
Global April 2013 - July 2014
Fox Interactive Media January 2013 - April 2013
WebMD August 2012 - November 2012
Horizon Media June 2008 - July 2012
Thomson Reuters September 2007 - March 2008
ZenithOptimedia Group I The ROI Agency June 2006 - May 2007
OMD USA May 2006 - June 2006
BNY Mellon March 2006 - May 2006
Skills
Online Advertising, Digital Media, Media Planning, Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, CRM, Online Marketing, Social Media Marketing, Mobile Marketing, Social Media, Interactive Marketing, Media Buying, Analytics, Management, Email Marketing, Marketing Strategy, Marketing, New Media, SEM, Mobile Advertising, Web Analytics
Education
Stony Brook University
Bachelor's Degree, Sociology
Jessica Goodwin's BNY Mellon Experience May 2014 - Present
Job Head of Funds Transfer & Compliance Operations at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2014 - Present
BNY Mellon November 1988 - April 2014
Bank of New York Mellon November 1999 - November 2008
Bank of New York Mellon November 1988 - November 2008
Skills
Risk Management, Operational Risk..., Banking, Financial Services, AML, OFAC, Financial Risk, Operational Risk, Securities, Enterprise Risk..., Credit, Payments, Cash Management
Education
SUNY Polytechnic Institute 1981 — 1983
BPS, Business
BNY Mellon May 2014 - Present
BNY Mellon November 1988 - April 2014
Bank of New York Mellon November 1999 - November 2008
Bank of New York Mellon November 1988 - November 2008
Skills
Risk Management, Operational Risk..., Banking, Financial Services, AML, OFAC, Financial Risk, Operational Risk, Securities, Enterprise Risk..., Credit, Payments, Cash Management
Education
SUNY Polytechnic Institute 1981 — 1983
BPS, Business
saroja valluru's BNY Mellon Experience September 2010 - Present
Job Business Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon September 2010 - Present
Skills
Business Analysis, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Strategy, Requirements Analysis, Budgets, Business Objects, Microsoft SQL Server, Accounting
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
BNY Mellon September 2010 - Present
Skills
Business Analysis, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Strategy, Requirements Analysis, Budgets, Business Objects, Microsoft SQL Server, Accounting
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Saira Chaudhary's BNY Mellon Experience October 2009 - September 2012
Job Tax Associate
Industry Accounting
Experience
Public Consulting Group October 2012 - Present
BNY Mellon October 2009 - September 2012
Eastern Bank July 2007 - October 2009
U.S. Coast Guard November 2008 - May 2009
Charles Street Family Chiropractic September 2008 - January 2009
Bank of America June 2006 - December 2007
Skills
Tax, Financial Reporting, Financial Accounting, Banking, Inventory Management, Accurate Record Keeping, Loans, Commercial Banking, Retail Banking, Credit, Credit Analysis, Cash Management, Retail, Accounts Receivable, Accounts Payable, Microsoft Office, Photoshop, Dreamweaver, Flash, Oracle Financial, QuickBooks
Education
Suffolk University 2005 — 2009
Bachelor of Science (BS), Accounting
Public Consulting Group October 2012 - Present
BNY Mellon October 2009 - September 2012
Eastern Bank July 2007 - October 2009
U.S. Coast Guard November 2008 - May 2009
Charles Street Family Chiropractic September 2008 - January 2009
Bank of America June 2006 - December 2007
Skills
Tax, Financial Reporting, Financial Accounting, Banking, Inventory Management, Accurate Record Keeping, Loans, Commercial Banking, Retail Banking, Credit, Credit Analysis, Cash Management, Retail, Accounts Receivable, Accounts Payable, Microsoft Office, Photoshop, Dreamweaver, Flash, Oracle Financial, QuickBooks
Education
Suffolk University 2005 — 2009
Bachelor of Science (BS), Accounting
John Papagni's BNY Mellon Experience December 2006 - Present
Job at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2006 - Present
Education
Suffolk University - Sawyer Business School 2006 — 2010
BNY Mellon December 2006 - Present
Education
Suffolk University - Sawyer Business School 2006 — 2010
Denise ODonnell's BNY Mellon Experience April 2011 - Present
Job Supervisor at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2011 - Present
BNY Mellon February 2010 - April 2011
Bank of America October 2006 - November 2008
Bank of America August 2004 - October 2006
Fleet Bank September 1995 - August 2004
Fleet Bank January 1995 - January 2004
Skills
Client Services, Compliance, Employee Relations, Financial Risk, Financial Services, Training, Process Improvement, Analysis
Education
Suffolk University 1980 — 1983
Sociology
Charlestown High School
High School Diploma
BNY Mellon April 2011 - Present
BNY Mellon February 2010 - April 2011
Bank of America October 2006 - November 2008
Bank of America August 2004 - October 2006
Fleet Bank September 1995 - August 2004
Fleet Bank January 1995 - January 2004
Skills
Client Services, Compliance, Employee Relations, Financial Risk, Financial Services, Training, Process Improvement, Analysis
Education
Suffolk University 1980 — 1983
Sociology
Charlestown High School
High School Diploma
Guy Delinois Desrosiers's BNY Mellon Experience October 2013 - April 2014
Job Staff Accountant at Seniorlink
Industry Accounting
Experience
Seniorlink May 2014 - Present
BNY Mellon October 2013 - April 2014
MassHousing May 2010 - June 2013
National Association of Black Accountants (NABA) May 2010 - June 2013
Suffolk University September 2009 - May 2010
Famous Footwear August 2008 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Research, Outlook, Leadership, Access, Time Management, Public Speaking, Social Media, Teaching, Accounting, Coaching, Nonprofits, Data Analysis, Sales, Training, QuickBooks, Payroll, Analysis, Financial Analysis, Auditing, Financial Reporting, Teamwork, Finance, General Ledger, Bookkeeping, Accounts Payable, Accounts Receivable, Data Entry, Budgets
Education
Suffolk University - Sawyer Business School 2009 — 2013
Bachelor's, Accounting
Medford High School
Seniorlink May 2014 - Present
BNY Mellon October 2013 - April 2014
MassHousing May 2010 - June 2013
National Association of Black Accountants (NABA) May 2010 - June 2013
Suffolk University September 2009 - May 2010
Famous Footwear August 2008 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Research, Outlook, Leadership, Access, Time Management, Public Speaking, Social Media, Teaching, Accounting, Coaching, Nonprofits, Data Analysis, Sales, Training, QuickBooks, Payroll, Analysis, Financial Analysis, Auditing, Financial Reporting, Teamwork, Finance, General Ledger, Bookkeeping, Accounts Payable, Accounts Receivable, Data Entry, Budgets
Education
Suffolk University - Sawyer Business School 2009 — 2013
Bachelor's, Accounting
Medford High School
Junming Huang's BNY Mellon Experience April 2013 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon September 2012 - March 2013
University of Pittsburgh September 2008 - December 2012
University of Pittsburgh May 2009 - June 2011
PITT-GPSA 2008 - 2010
PITT-CSSA 2008 - 2009
Strategic Energy May 2007 - July 2007
Skills
R, Time Series Analysis, Gauss, Stochastic Calculus, Quantitative Finance, Matlab
Education
University of Pittsburgh 2009 — 2012
Ph.D, Mathematics
University of Pittsburgh 2006 — 2008
M.S, Mathematical Finance
Sun Yat-Sen University 2002 — 2006
B.S, Mathematics & Applied Mathematics; Financial Mathematics
BNY Mellon April 2013 - Present
BNY Mellon September 2012 - March 2013
University of Pittsburgh September 2008 - December 2012
University of Pittsburgh May 2009 - June 2011
PITT-GPSA 2008 - 2010
PITT-CSSA 2008 - 2009
Strategic Energy May 2007 - July 2007
Skills
R, Time Series Analysis, Gauss, Stochastic Calculus, Quantitative Finance, Matlab
Education
University of Pittsburgh 2009 — 2012
Ph.D, Mathematics
University of Pittsburgh 2006 — 2008
M.S, Mathematical Finance
Sun Yat-Sen University 2002 — 2006
B.S, Mathematics & Applied Mathematics; Financial Mathematics
Christine Buchanan's BNY Mellon Experience December 2005 - April 2010
Job Assistant BSA Officer Atlantic Stewardship Bank
Industry Banking
Experience
Atlantic Stewardship Bank April 2014 - Present
Atlantic Stewardship Bank September 2011 - Present
BNY Mellon December 2005 - April 2010
Citizens Bank February 2003 - August 2005
Medford Bank May 1986 - February 2003
Skills
Banking, Bank Secrecy Act, AML, OFAC, USA PATRIOT Act, CIP, KYC, Compliance, Risk Management, Retail Banking, Private Banking, Branch Administration, Branch Management, Customer Service, Anti Money Laundering
Education
Suffolk University
B.A, Economics
Atlantic Stewardship Bank April 2014 - Present
Atlantic Stewardship Bank September 2011 - Present
BNY Mellon December 2005 - April 2010
Citizens Bank February 2003 - August 2005
Medford Bank May 1986 - February 2003
Skills
Banking, Bank Secrecy Act, AML, OFAC, USA PATRIOT Act, CIP, KYC, Compliance, Risk Management, Retail Banking, Private Banking, Branch Administration, Branch Management, Customer Service, Anti Money Laundering
Education
Suffolk University
B.A, Economics
Felice Berger's BNY Mellon Experience September 2000 - Present
Job Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2000 - Present
New York Mercantile Exchange October 1998 - July 2000
Fabricant & Fabricant, Inc October 1995 - October 1998
Diefendorf Capital Planning Associates 1989 - 1995
International Ore & Fertilizer Corporation (Subsidiary of Occidental Petroleum Corp.) 1980 - 1984
Skills
Vendor Management, PMP, Program Management, Risk Management, Integration, Management, ERP, Sarbanes-Oxley Act, SharePoint, Training, Governance, Finance, Mergers, Strategy Creation, Disaster Recovery, SDLC, PeopleSoft, Mergers & Acquisitions, Project Management, Leadership, Analysis, Financial Services, Financial Risk, Budgets, Business Analysis, Project Portfolio..., Business Process..., PMO, IT Strategy, Information Technology
Education
State University of New York at Stony Brook
Bachelors of Arts, History-Economics
State University of New York at Stony Brook 2010 — 2010
Certificate, Project Management
BNY Mellon September 2000 - Present
New York Mercantile Exchange October 1998 - July 2000
Fabricant & Fabricant, Inc October 1995 - October 1998
Diefendorf Capital Planning Associates 1989 - 1995
International Ore & Fertilizer Corporation (Subsidiary of Occidental Petroleum Corp.) 1980 - 1984
Skills
Vendor Management, PMP, Program Management, Risk Management, Integration, Management, ERP, Sarbanes-Oxley Act, SharePoint, Training, Governance, Finance, Mergers, Strategy Creation, Disaster Recovery, SDLC, PeopleSoft, Mergers & Acquisitions, Project Management, Leadership, Analysis, Financial Services, Financial Risk, Budgets, Business Analysis, Project Portfolio..., Business Process..., PMO, IT Strategy, Information Technology
Education
State University of New York at Stony Brook
Bachelors of Arts, History-Economics
State University of New York at Stony Brook 2010 — 2010
Certificate, Project Management
Fania Mellon's BNY Mellon Experience October 2013 - Present
Job Corporate Trust Administrator at BNY Mellon Global Client Solutions at BNY Mellon
Industry Accounting
Experience
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
Pete Voce's BNY Mellon Experience October 2014 - Present
Job BNY Mellon
Industry Banking
Experience
BNY Mellon October 2014 - Present
Highmark August 2013 - May 2014
Highmark November 2011 - August 2013
Highmark May 2008 - November 2011
Outsourcing Solutions, Inc. May 2000 - April 2007
Milliken & Company November 1996 - June 1999
Corning Incorporated October 1995 - September 1996
Milliken & Company October 1994 - September 1995
Martin Marietta Corporation January 1994 - September 1994
Skills
SDLC, Software Development, Requirements Analysis, Process Improvement, Business Analysis, Requirements Gathering, Visio, Agile Methodologies, Software Project..., SharePoint, Databases, Integration, Testing, Systems Analysis, SQL, Access, Project Management, Microsoft SQL Server, Scrum, User Acceptance Testing, ITIL, Waterfall, Team Leadership, COBOL, Cross-functional Team..., T-SQL, Training, Analysis, Business Intelligence
Education
State University of New York Institute of Technology at Utica/Rome
B.S., Computer Information Science
BNY Mellon October 2014 - Present
Highmark August 2013 - May 2014
Highmark November 2011 - August 2013
Highmark May 2008 - November 2011
Outsourcing Solutions, Inc. May 2000 - April 2007
Milliken & Company November 1996 - June 1999
Corning Incorporated October 1995 - September 1996
Milliken & Company October 1994 - September 1995
Martin Marietta Corporation January 1994 - September 1994
Skills
SDLC, Software Development, Requirements Analysis, Process Improvement, Business Analysis, Requirements Gathering, Visio, Agile Methodologies, Software Project..., SharePoint, Databases, Integration, Testing, Systems Analysis, SQL, Access, Project Management, Microsoft SQL Server, Scrum, User Acceptance Testing, ITIL, Waterfall, Team Leadership, COBOL, Cross-functional Team..., T-SQL, Training, Analysis, Business Intelligence
Education
State University of New York Institute of Technology at Utica/Rome
B.S., Computer Information Science
Carol Sharp, PMP, SCPM's BNY Mellon Experience 2008 - Present
Job Vice President, Program Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2008 - Present
Education
Chatham University
Bachelor's degree
SUNY Stony Brook
Master's degree
BNY Mellon 2008 - Present
Education
Chatham University
Bachelor's degree
SUNY Stony Brook
Master's degree
Widelet Thenor's BNY Mellon Experience November 2007 - April 2011
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Brown Brothers Harriman April 2011 - December 2011
BNY Mellon November 2007 - April 2011
Citizens Bank April 2005 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Financial Services, Investments, Investment Banking, Valuation, Microsoft Excel, Financial Risk, Management, Internal Audit, PowerPoint, Trading, Microsoft Word, Hedge Funds, DTC, Federal Reserve, Euroclear, Operations Management, Asset Management, Risk Management
Education
Suffolk University - Sawyer Business School 2002 — 2007
Bachelor, Accounting
Morgan Stanley April 2012 - Present
Brown Brothers Harriman April 2011 - December 2011
BNY Mellon November 2007 - April 2011
Citizens Bank April 2005 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Financial Services, Investments, Investment Banking, Valuation, Microsoft Excel, Financial Risk, Management, Internal Audit, PowerPoint, Trading, Microsoft Word, Hedge Funds, DTC, Federal Reserve, Euroclear, Operations Management, Asset Management, Risk Management
Education
Suffolk University - Sawyer Business School 2002 — 2007
Bachelor, Accounting
Emily Sutliff's BNY Mellon Experience 2000 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2000 - 2010
Skills
Project Management, Process Improvement, Financial Analysis, Risk Management, Financial Services, Internal Controls, Banking, Financial Modeling, Securities, Business Analysis, Strategy, Vendor Management
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Merrimack College
B.A., Mathematics and History
BNY Mellon 2000 - 2010
Skills
Project Management, Process Improvement, Financial Analysis, Risk Management, Financial Services, Internal Controls, Banking, Financial Modeling, Securities, Business Analysis, Strategy, Vendor Management
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Merrimack College
B.A., Mathematics and History
Alison Boucher's BNY Mellon Experience August 2011 - October 2013
Job Investment Operations Specialist at Loring, Wolcott & Coolidge
Industry Accounting
Experience
Loring, Wolcott & Coolidge October 2013 - Present
BNY Mellon August 2011 - October 2013
Yarlas, Kaplan, Santilli & Moran, Ltd. February 2011 - April 2011
Bryant University September 2008 - December 2010
Skills
Investments, Bloomberg, General Ledger, Tax Preparation, Finance, Accounting, Microsoft Office, Fund Accounting, Microsoft Excel, Financial Services, Account Reconciliation, Risk Management, Teamwork, Financial Reporting, Microsoft Word, Access, Outlook, Time Management, Financial Statements
Education
Suffolk University 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration with a Concentration in Accounting
Central Catholic High School 2003 — 2007
Loring, Wolcott & Coolidge October 2013 - Present
BNY Mellon August 2011 - October 2013
Yarlas, Kaplan, Santilli & Moran, Ltd. February 2011 - April 2011
Bryant University September 2008 - December 2010
Skills
Investments, Bloomberg, General Ledger, Tax Preparation, Finance, Accounting, Microsoft Office, Fund Accounting, Microsoft Excel, Financial Services, Account Reconciliation, Risk Management, Teamwork, Financial Reporting, Microsoft Word, Access, Outlook, Time Management, Financial Statements
Education
Suffolk University 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration with a Concentration in Accounting
Central Catholic High School 2003 — 2007
Reggie Trang's BNY Mellon Experience July 2008 - December 2010
Job Hedge Fund Services Financial Reporting Supervisor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2011 - Present
BNY Mellon July 2008 - December 2010
Apple November 2005 - July 2008
Evergreen Investments June 2007 - October 2007
Education
Suffolk University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
JPMorgan Chase January 2011 - Present
BNY Mellon July 2008 - December 2010
Apple November 2005 - July 2008
Evergreen Investments June 2007 - October 2007
Education
Suffolk University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Joan Hoffman's BNY Mellon Experience September 2007 - December 2011
Job Wealth Management Compliance , Regulatory Affairs, Global Compliance
Industry Financial Services
Experience
National Bank of Canada Financial Inc. November 2013 - Present
Fitch Ratings September 2012 - November 2013
BNY Mellon September 2007 - December 2011
U.S. Trust (Bank of America) August 2004 - August 2007
Deutsche Bank March 2002 - July 2004
Deutsche Bank July 1998 - March 2002
UBS-AG (formerly Swiss Bank Corporation) August 1986 - July 1998
NYSE Euronext April 1984 - August 1986
Skills
Management, Banking, Securities, Wealth Management
Education
SUNY Buffalo Law School
J.D.
University of Wisconsin-Madison
B.A., Political Science and Communication Arts
National Bank of Canada Financial Inc. November 2013 - Present
Fitch Ratings September 2012 - November 2013
BNY Mellon September 2007 - December 2011
U.S. Trust (Bank of America) August 2004 - August 2007
Deutsche Bank March 2002 - July 2004
Deutsche Bank July 1998 - March 2002
UBS-AG (formerly Swiss Bank Corporation) August 1986 - July 1998
NYSE Euronext April 1984 - August 1986
Skills
Management, Banking, Securities, Wealth Management
Education
SUNY Buffalo Law School
J.D.
University of Wisconsin-Madison
B.A., Political Science and Communication Arts
Audrey McCarthy's BNY Mellon Experience Business AnalystChaseJune 1997 - November 2000
Job Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Business AnalystChaseJune 1997 - November 2000
Skills
Financial Services, Office Management, Customer Service, Banking, Asset Management, Outlook, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Portfolio Management, Budgets, QuickBooks, Project Management, Vendor Management, Event Planning, Marketing
Education
Strayer University (DE) 2010 — 2014
Bachelor of Business Administration (BBA), Legal Studies, General, 4.0
Wesley college, Newcastle Delaware 2001 — 2002
Business
BNY Mellon Business AnalystChaseJune 1997 - November 2000
Skills
Financial Services, Office Management, Customer Service, Banking, Asset Management, Outlook, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Portfolio Management, Budgets, QuickBooks, Project Management, Vendor Management, Event Planning, Marketing
Education
Strayer University (DE) 2010 — 2014
Bachelor of Business Administration (BBA), Legal Studies, General, 4.0
Wesley college, Newcastle Delaware 2001 — 2002
Business
Maria Lamonaca's BNY Mellon Experience AVPColson Services CorpSeptember 1993 - Present
Job AVP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon AVPColson Services CorpSeptember 1993 - Present
Education
Stony Brook University 1989 — 1993
BS, Sociology
BNY Mellon AVPColson Services CorpSeptember 1993 - Present
Education
Stony Brook University 1989 — 1993
BS, Sociology
Scott Lavigne's BNY Mellon Experience October 2010 - Present
Job Corporate Actions Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2010 - Present
Massachusetts Army National Guard February 2006 - Present
Direct Capital Corporation July 2010 - October 2010
Skills
Leadership, Risk Management, Security Clearance, Military, Team Leadership, Operational Planning, Operations Management, Process Improvement, Microsoft Excel, Program Management, Team Building, Management, Access, Microsoft Office, Analysis
Education
Army Logistics University 2009 — 2009
Basic Officer Leadership Course Phase III, Quartermaster
Stonehill College 2005 — 2009
Bachelor, Finance
BNY Mellon October 2010 - Present
Massachusetts Army National Guard February 2006 - Present
Direct Capital Corporation July 2010 - October 2010
Skills
Leadership, Risk Management, Security Clearance, Military, Team Leadership, Operational Planning, Operations Management, Process Improvement, Microsoft Excel, Program Management, Team Building, Management, Access, Microsoft Office, Analysis
Education
Army Logistics University 2009 — 2009
Basic Officer Leadership Course Phase III, Quartermaster
Stonehill College 2005 — 2009
Bachelor, Finance
Billy Liao's BNY Mellon Experience September 2006 - June 2008
Job Computer Associate (SW) III
Industry Transportation/Trucking/Railroad
Experience
New York City Transit March 2014 - Present
Marsh August 2008 - March 2014
BNY Mellon September 2006 - June 2008
Skills
Lotus Notes, Risk Management, Insurance, Business Continuity, Disaster Recovery, Visio, Access, Software Documentation, Vendor Management, IT Management, Business Analysis, System Administration, Active Directory, SDLC, IT Strategy, Microsoft Office
Education
State University of New York at Stony Brook
Bacholor of Science, Information Systems
New York City Transit March 2014 - Present
Marsh August 2008 - March 2014
BNY Mellon September 2006 - June 2008
Skills
Lotus Notes, Risk Management, Insurance, Business Continuity, Disaster Recovery, Visio, Access, Software Documentation, Vendor Management, IT Management, Business Analysis, System Administration, Active Directory, SDLC, IT Strategy, Microsoft Office
Education
State University of New York at Stony Brook
Bacholor of Science, Information Systems
Nilda Goncalves's BNY Mellon Experience July 2011 - June 2012
Job Compensation Analyst at John Hancock/Manulife; MBA candidate
Industry Financial Services
Experience
John Hancock Financial Services August 2014 - Present
National Black MBA Association, Boston Chapter December 2012 - Present
John Hancock Financial Services June 2012 - August 2014
BNY Mellon July 2011 - June 2012
Mount Holyoke College September 2009 - May 2011
Education
Suffolk University - Sawyer Business School 2015 — 2018
Master of Business Administration (M.B.A.), MBA
Mount Holyoke College 2007 — 2011
Bachelors, Sociology, Economics
University of Bristol 2010 — 2010
Study Abroad, Public Policy
Fenway High School 2003 — 2007
John Hancock Financial Services August 2014 - Present
National Black MBA Association, Boston Chapter December 2012 - Present
John Hancock Financial Services June 2012 - August 2014
BNY Mellon July 2011 - June 2012
Mount Holyoke College September 2009 - May 2011
Education
Suffolk University - Sawyer Business School 2015 — 2018
Master of Business Administration (M.B.A.), MBA
Mount Holyoke College 2007 — 2011
Bachelors, Sociology, Economics
University of Bristol 2010 — 2010
Study Abroad, Public Policy
Fenway High School 2003 — 2007
Colin Bayley's BNY Mellon Experience July 2011 - Present
Job Accounting and Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BNY Mellon July 2011 - Present
Education
Suffolk University - Sawyer School of Management 2006 — 2010
Lawrence S Day's BNY Mellon Experience June 2013 - Present
Job Loan Accounting Admin. at BNY Mellon
Industry Accounting
Experience
BNY Mellon June 2013 - Present
MetLife July 1994 - January 2008
LPS Enterprises July 1986 - August 1993
Skills
Accounting, Financial Accounting, QuickBooks, Bookkeeping, Income Tax, Financial Reporting, Tax, General Ledger, Accounts Payable, Accounts Receivable, Microsoft Excel, Access, Cost Accounting
Education
State University of New York Institute of Technology at Utica/Rome 2012 — 2014
Masters of Accountancy, Accounting, 3.89/4.00
State University of New York Institute of Technology at Utica/Rome 2010 — 2012
Bachelor of Science (B.S.), Accounting, 3.68/4.00
BNY Mellon June 2013 - Present
MetLife July 1994 - January 2008
LPS Enterprises July 1986 - August 1993
Skills
Accounting, Financial Accounting, QuickBooks, Bookkeeping, Income Tax, Financial Reporting, Tax, General Ledger, Accounts Payable, Accounts Receivable, Microsoft Excel, Access, Cost Accounting
Education
State University of New York Institute of Technology at Utica/Rome 2012 — 2014
Masters of Accountancy, Accounting, 3.89/4.00
State University of New York Institute of Technology at Utica/Rome 2010 — 2012
Bachelor of Science (B.S.), Accounting, 3.68/4.00
Judy Gunning's BNY Mellon Experience 2010 - January 2014
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
BNY Mellon 2010 - January 2014
South Boston Neighborhood House 2007 - 2011
BNY Mellon July 2007 - July 2010
BNY Mellon July 1997 - July 2007
BNY Mellon April 1990 - July 1997
Skills
Asset Management, Alternative Investments, Wealth Management, Business Planning, Asset Managment, Networking, Fixed Income, Mutual Funds, Compensation Structures, Sales Compensation, Pay for Performance, Global Compensation, Sales Operations, Incentive Programs
Education
World at Work, CCP 2011 — 2013
Certified Compensational Professional
University of Massachusetts Lowell 1985 — 1987
Suffolk University
Fidelity Investments February 2014 - Present
BNY Mellon 2010 - January 2014
South Boston Neighborhood House 2007 - 2011
BNY Mellon July 2007 - July 2010
BNY Mellon July 1997 - July 2007
BNY Mellon April 1990 - July 1997
Skills
Asset Management, Alternative Investments, Wealth Management, Business Planning, Asset Managment, Networking, Fixed Income, Mutual Funds, Compensation Structures, Sales Compensation, Pay for Performance, Global Compensation, Sales Operations, Incentive Programs
Education
World at Work, CCP 2011 — 2013
Certified Compensational Professional
University of Massachusetts Lowell 1985 — 1987
Suffolk University
Joanne Sivillo's BNY Mellon Experience June 2007 - December 2009
Job Tax Professional in search of a financial services position
Industry
Experience
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Benjamin Berkowitz's BNY Mellon Experience December 1985 - October 2007
Job Senior Credit Officer/Portfolio Manager
Industry Banking
Experience
U.S. Bank October 2010 - Present
Marathon Bank February 2008 - October 2010
BNY Mellon December 1985 - October 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Stony Brook University 1977 — 1980
Bachelor's degree, Economics
U.S. Bank October 2010 - Present
Marathon Bank February 2008 - October 2010
BNY Mellon December 1985 - October 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Stony Brook University 1977 — 1980
Bachelor's degree, Economics
Daniel Lahiff's BNY Mellon Experience 1982 - 2011
Job Business Systems Analyst
Industry Financial Services
Experience
BNY Mellon 1982 - 2011
Education
Suffolk University
BS, Accounting
BNY Mellon 1982 - 2011
Education
Suffolk University
BS, Accounting
Armido Papagno's BNY Mellon Experience November 1993 - Present
Job Private Wealth Management relationship at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 1993 - Present
Education
Suffolk University 1977 — 1979
Bachelor, Business Administration
BNY Mellon November 1993 - Present
Education
Suffolk University 1977 — 1979
Bachelor, Business Administration
Ebonie Owusu's BNY Mellon Experience Sr. Treasury AnalystPrudential FinancialOctober 2007 - October 2009
Job Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Sr. Treasury AnalystPrudential FinancialOctober 2007 - October 2009
Education
SUNY Stony Brook 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
BNY Mellon Sr. Treasury AnalystPrudential FinancialOctober 2007 - October 2009
Education
SUNY Stony Brook 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
Zhou Zhang's BNY Mellon Experience August 2007 - September 2012
Job Senior Embedded Software Engineer at Kulicke & Soffa
Industry Information Technology and Services
Experience
Kulicke & Soffa September 2012 - Present
BNY Mellon August 2007 - September 2012
Bloomberg LP July 2003 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java
Education
SUNY Stony Brook 2000 — 2002
Master of Science (MS), Computer Science
SUNY Stony Brook 1998 — 2000
Master of Arts (MA), Physics
Kulicke & Soffa September 2012 - Present
BNY Mellon August 2007 - September 2012
Bloomberg LP July 2003 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java
Education
SUNY Stony Brook 2000 — 2002
Master of Science (MS), Computer Science
SUNY Stony Brook 1998 — 2000
Master of Arts (MA), Physics
Achilles Pnevmatikos's BNY Mellon Experience 2007 - 2011
Job Senior Hedge Fund Accountant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2013 - Present
Kaufman Rossin Fund Services 2011 - 2012
BNY Mellon 2007 - 2011
Skills
Trade Operations, Fund Accounting, Fund Administration, Relationship Management, Bloomberg, Microsoft Excel, SQL, Middle Office, Back Office, Client Facing Skills
Education
Suffolk University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Putnam Investments 2013 - Present
Kaufman Rossin Fund Services 2011 - 2012
BNY Mellon 2007 - 2011
Skills
Trade Operations, Fund Accounting, Fund Administration, Relationship Management, Bloomberg, Microsoft Excel, SQL, Middle Office, Back Office, Client Facing Skills
Education
Suffolk University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
William Phinney's BNY Mellon Experience
Job Managing Director, Alternative Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Finance, CRM, Management
Education
Suffolk University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Business Administration and Management, General
BNY Mellon
Skills
Finance, CRM, Management
Education
Suffolk University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Business Administration and Management, General
Juanita Mitchell's BNY Mellon Experience February 1986 - April 2007
Job Stock Tranfer Equity Plan Specialist and Administrator at BNY Mellon
Industry Banking
Experience
Walden Security March 2013 - April 2014
BNY Mellon February 1986 - April 2007
Skills
Team Building, Project Management, Equities, Outlook
Education
Strayer University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management and Services
SUNY College at New Paltz, New York
Bachelor of Science (B.S.), Business Administration and Management, General
Walden Security March 2013 - April 2014
BNY Mellon February 1986 - April 2007
Skills
Team Building, Project Management, Equities, Outlook
Education
Strayer University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management and Services
SUNY College at New Paltz, New York
Bachelor of Science (B.S.), Business Administration and Management, General
Maria Rutter's BNY Mellon Experience February 1987 - July 1995
Job Financial Services Professional
Industry Financial Services
Experience
Capital One Investment Services LLC 1997 - 2012
BNY Mellon February 1987 - July 1995
Skills
FINRA, Licenses Series 24,..., Finance, Trading, Equities
Education
Suffolk County Community College 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Business/Accounting Emphasis
Capital One Investment Services LLC 1997 - 2012
BNY Mellon February 1987 - July 1995
Skills
FINRA, Licenses Series 24,..., Finance, Trading, Equities
Education
Suffolk County Community College 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Business/Accounting Emphasis
Dena Carr's BNY Mellon Experience May 1995 - March 2005
Job Admin Support Assistant III Portfolio Mgmt at Capital One Asset Management
Industry Banking
Experience
Capital One Asset Management June 2009 - Present
BNY Mellon May 1995 - March 2005
Education
Stony Brook University
Bachelor of Arts (BA), Economics
Capital One Asset Management June 2009 - Present
BNY Mellon May 1995 - March 2005
Education
Stony Brook University
Bachelor of Arts (BA), Economics
Colin Bayley's BNY Mellon Experience July 2011 - Present
Job Fund Accounting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Education
Suffolk University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon July 2011 - Present
Education
Suffolk University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
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