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
Navigant December 2014 - Present
BNY Mellon May 2013 - December 2014
BNY Mellon March 2011 - April 2013
BNY Mellon February 2008 - March 2011
State Street January 2006 - January 2008
Skills
Financial Analysis, Excel, Financial Reporting, Accounting, Fixed Income, Microsoft Office, Problem Solving, Compliance, Access, Word, Reconciliation, Process Improvement, General Ledger, Teamwork, Lotus Notes, Equities, Portfolio Management, Investments, Management, Microsoft Word, Finance, Account Reconciliation, Microsoft Excel, Securities, Business Analysis, Mutual Funds, Corporate Actions, Banking, Hedge Funds, Bloomberg, Financial Modeling, Financial Services, Risk Management, Financial Risk, Asset Management, Customer Service, Internal Audit
Education
Syracuse University 2000 — 2004
Bachelor of Science, Broadcast Journalism
Saugus High School 1996 — 2000
Deluxe Rewards December 2014 - Present
BNY Mellon August 2013 - November 2014
Citigroup September 2008 - July 2013
Morgan Stanley Investment Management January 2006 - May 2008
Merrill Lynch August 2005 - January 2006
Bank of America Securities (formerly Quick & Reilly) June 1997 - July 2005
Skills
CRM, Salesforce.com, Financial Services, Business Process, Business Strategy, Business Analysis, Wealth Management, Investments, Requirements Gathering, Analysis, Relationship Management, Series 7, Siebel, Training, Analytics, Finance, Agile Methodologies, Business Process Design, Business Objects, Call Centers, Risk Management, Microsoft Excel, User Acceptance Testing, Vendor Management, Strategy, SDLC, Software Project..., Equities, Testing, Business Intelligence, Project Portfolio..., Visio, PMO, Process Improvement, Business Process..., IT Strategy, Investment Banking, Business Process..., Banking, Requirements Analysis, Excel
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Great Neck South High School
BNY Mellon May 2015 - Present
Syracuse University April 2014 - May 2015
Syracuse University Office of Residence Life April 2014 - May 2015
Wayne county School District June 2014 - August 2014
Interfraternity Council January 2013 - December 2013
Student Association January 2013 - December 2013
Monroe County District Attorney's Office May 2013 - August 2013
Skills
Political Science, Politics, Public Policy, Policy Analysis, International Relations, Public Speaking, Political Campaigns, Community Development, Qualitative Research, SPSS, Community Outreach, Nonprofits, Grant Writing, Policy, Press Releases, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Research, Editing, Public Relations
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Political Science and Government, Senior
Eastridge High School 2007 — 2011
IB diploma, International baccalaureate
BDO USA, LLP December 2014 - Present
BNY Mellon June 2013 - October 2014
Vanguard December 2012 - June 2013
Kim Yeung Ling, PC January 2012 - November 2012
Kim Yeung Ling, PC May 2010 - June 2010
Skills
Auditing, Accounting, US GAAP, Internal Controls, SEC Financial Reporting, SEC Filings, Microsoft Excel, Microsoft Office, Teamwork, Finance, Derivatives, Investment Company Act, Bloomberg Terminal, Corporate Tax, Income Tax
Education
Temple University 2007 — 2011
Bachelor of Business Administration, Accounting
Internal Revenue Service November 2010 - Present
Federal Reserve Bank of Philadelphia 2003 - 2009
BNY Mellon 1993 - 2003
Skills
Retail Banking, Phone Center Supervisor, ATM Networks, General Ledger, Customer Service, Customer Relations, Research, Supervisory Skills, Microsoft Office, Analysis, New Business Development, Cross-functional Team..., Government, Human Resources, Negotiation, Operations Management, Quality Control, Financial Reporting, Troubleshooting, User Experience
Education
Temple University 1972 — 1976
BSW, Human Development
LaSalle University
North Star Anestheia September 2015 - Present
Alcon, a Novartis company June 2015 - Present
Caliber Collision Centers December 2014 - May 2015
New Bold Advisors August 2014 - December 2014
CSC - Computer Sciences Corporation May 2012 - April 2014
BNY Mellon January 2010 - March 2012
Texas Health Resources March 2004 - December 2009
Skills
Analysis, Access, PowerPoint, Microsoft Word, Payroll, Process Improvement, Risk Management, Business Analysis, Essbase, Financial Analysis, Microsoft Excel, Variance Analysis, Budgets, Accounts Payable, Strategic Financial..., SAP, Due Diligence
Education
Tarrant County College 2015 — 2016
Associate of Arts (AA), Business Administration and Management, General, Sophmore
Alarm.com April 2014 - Present
Logical Labs April 2013 - February 2014
Appcelerator January 2012 - March 2013
BNY Mellon August 2011 - December 2011
Syracuse University May 2011 - August 2011
AppFury, LLC. February 2011 - May 2011
Syracuse University October 2009 - February 2011
Skills
Visual C++, JavaScript, VB.NET, Mobile Applications, Software Development, Web Applications, MSTest, Cascade Server, SugarCRM, PHP, JSON, Titanium, Technical Support, Java, .NET, Android, C++, Mobile Devices, iOS, XML, SQL, HTML, C#, Visual Studio, Testing
Education
Syracuse University 2009 — 2011
MS, Computer Science
Amity University 2005 — 2009
Bachelor of Technology, Computer Science and Engineering
BNY Mellon 2012 - Present
Skills
Financial Statement..., Idea Creation, IDEA Data Analysis..., Excel, Prosystem FX Engagement, Able2Extract, TeamMate, Lotus Notes, SharePoint, WebEx, Financial Reporting, ACLS, Blackline, QuickBooks, Internal Controls, Revenue Recognition, Assurance, Microsoft Excel, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
bachelor of science, Accounting
Mamaroneck High School 2000 — 2005
BlackRock June 2014 - Present
Amazon January 2014 - June 2014
Amazon November 2013 - January 2014
BNY Mellon 2011 - 2012
Metro Parks September 2004 - September 2009
Hotel Murano March 2007 - June 2007
Skills
Leadership, Program Management, Training, Management, SQL, Bloomberg, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Washington 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Tacoma Community College 2007 — 2008
Currenex March 2014 - Present
Credit Suisse April 2010 - August 2012
JPMorgan Chase May 1994 - February 2010
BNY Mellon May 1993 - May 1994
Harlow, Meyer and Savage, LLC 1992 - 1993
Skills
Derivatives, Fixed Income, FX Options, Financial Markets, Capital Markets, Investments, Trading Systems, Investment Banking, Valuation, Options, Asset Management, Trading, Hedge Funds, Equities, Foreign Exchange, Alternative Investments, Emerging Markets, Electronic Trading, Currency
Education
Syracuse University 1987 — 1991
BA, Advertising
New York Institute Of Finance 1994 — 1995
Technical Analysis Of Financial Products
BNY Mellon June 2014 - Present
BNY Mellon June 2013 - Present
SIDEARM Sports December 2012 - 2014
4walls.com June 2011 - August 2011
Skills
HTML, CSS, jQuery, JavaScript, C#, Microsoft Office, XAML, Photoshop, Social Media, Java, Microsoft Excel, WordPress, Dreamweaver, Microsoft Word, PL/SQL, Tortoise SVN, JIRA, Shell Scripting, Powershell, LINQ
Education
Syracuse University - School of Information Studies 2010 — 2014
Bachelor of Science (BS), Information Management and Technology
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Minor, Accounting
BNY Mellon May 2003 - Present
Skills
Mutual Funds, Investments, Financial Services, Business Analysis, Customer Service, Process Improvement
Education
Temple University 1997 — 2002
Bachelor of Arts (B.A.), Communication Science
Herman Miller October 2011 - Present
Lockheed Martin October 2004 - October 2011
BNY Mellon January 2003 - October 2004
Skills
Customer-focused Sales, Sales Presentations, Subcontracts Management, Supplier Negotiation, Purchasing Negotiation, Financial Analysis, Financial Reporting, Financial Accounting, Manufacturing Operations, Product Knowledge, Forecasting, Product Development, Selling, Space planning, Sales, New Business Development, Strategic Planning, Budgets, Account Management, Contract Negotiation, Competitive Analysis, Project Management, Interior Design, Sales Management, Space Planning
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2006
Master of Business Administration (MBA), Marketing
Syracuse University 1998 — 2002
Bachelor of Science (BS), Finance, General
J.P. Morgan February 2013 - Present
JPMorgan Chase August 2011 - January 2013
BNY Mellon May 2010 - July 2010
HSBC May 2008 - August 2008
Skills
Essbase, Excel, Access, Microsoft Office, SharePoint Designer, bloomberg, SQL, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Valuation, Customer Service, Finance, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance
Waseda University 2008 — 2009
International Liberal Studies
Lincoln High School 2002 — 2006
High School Diploma
BNY Mellon March 2015 - Present
NQ Diamonds May 2013 - February 2015
Walmart 2011 - 2013
Golden Rider, Inc 2008 - 2010
Skills
Microsoft Word, Excel, PowerPoint, Access, Customer Service, Interpreting, Sales, Pharmacy Technicians, Data Entry, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Keiretsu Forum Philadelphia March 2014 - Present
City of Philadelphia Law Department January 2015 - August 2015
Estate Planning Clinic September 2014 - April 2015
Cheshire Law Group September 2014 - November 2014
Pennsylvanians for Modern Courts May 2014 - August 2014
BNY Mellon July 2011 - July 2013
BNY Mellon June 2010 - July 2011
Philadelphia District Attorney's Office January 2010 - April 2010
Congresswoman Allyson Schwartz Campaign Office May 2007 - August 2007
Education
Drexel University Thomas R. Kline School of Law 2013 — 2016
Juris Doctor (J.D.)
Temple University - Fox School of Business and Management 2005 — 2010
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance / Legal Studies
Morgan Stanley May 2012 - Present
BNY Mellon September 2007 - May 2009
Univest January 2004 - August 2007
HUB (now TD) April 2002 - January 2003
CCMG August 2001 - April 2002
HNB January 1997 - August 2001
Skills
Estate Planning, Trusts, Wealth Management, Management, Investment Advisory, Mergers, Financial Services, Finance, High Net Worth..., Investment Management, Mergers & Acquisitions, Investments, Banking, Financial Advisory, Wealth, Risk Management, Asset Management, Securities
Education
Villanova University School of Law 1994 — 1995
LL.M, Taxation
Thomas M. Cooley Law School 1990 — 1994
JD, Law
Temple University 1986 — 1990
BBA, Business
George Washington 1982 — 1986
Academic, High School Honors Program
KPMG June 2015 - Present
BNY Mellon December 2012 - June 2015
BNY Mellon November 2007 - November 2012
Satterlee Stephens Burke & Burke LLP June 2006 - August 2006
Skills
Fixed Income, Banking, Business Strategy, Marketing Strategy, Compliance, Corporate Finance, Portfolio Management, Valuation, Management Consulting, Bonds, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Strategy, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2007
Master of Business Administration (MBA), Business Bridge Program
Swarthmore College 2003 — 2007
BA, Political Science
JPMorgan Chase March 2014 - Present
BNY Mellon 2010 - March 2014
PNC 2005 - 2010
PFPC 1998 - 2005
Skills
Project Managers, Project Management, Financial Services, SDLC, Team Building, Team Leadership, Conflict Resolution, Internal Audit, Financial Risk, Microsoft Office, Strategic Planning, Technical Writing, Business Analysis, Operating Systems, Testing, Integration, Process Improvement, Vendor Management, Analysis, Business Process..., SharePoint, Recruiting, Mutual Funds, Requirements Gathering, Finance, Risk Management, Management, Leadership, Business Requirements, Relationship Management, Banking, Program Management, Microsoft Excel, Investments, Customer Service
Education
Temple University 1987 — 1991
Bachelor of Arts (BA), Broadcast Journalism
BNY Mellon September 2013 - Present
HSBC October 2004 - September 2013
HSBC Bank USA February 2003 - December 2003
Royal Bank of Scotland Group January 2002 - May 2002
Prudential Financial May 2000 - August 2001
Skills
Business Analysis, Business Process..., Mobile Banking, Management, Visio, Project Management, E-commerce, Databases, Leadership, Software Documentation, Testing, Data Analysis, Competitive Analysis, Quality Assurance, Banking, Market Research, IT Operations, SDLC, Project Portfolio..., Software Project..., Vendor Management, PMP, Project Delivery, IT Strategy, Requirements Gathering, Business Requirements, Analytics, Stakeholder Management, Process Improvement, Project Planning, Internet Banking, Requirements Analysis, Product Management, Payments, Agile Project Management, Financial Services, Business Strategy, Analysis, SharePoint, Strategy, Retail Banking, Risk Management, Payment Systems, Disaster Recovery, Fixed Income, Capital Markets, Business Transformation, Business Continuity, Electronic Payments, Treasury Management
Education
Syracuse University 1998 — 2002
B.S, Information Management and Technology
Boston University
Advance course work, Computer and Information Sciences and Support Services
New York University 2003- 2004
Graduate Certificate, Information Systems
BNY Mellon January 2014 - Present
BNY Mellon June 2012 - January 2014
State Street May 2011 - June 2012
State Street September 2009 - May 2011
State Street December 2007 - September 2009
Feel Good Music and Entertainment Services April 2004 - December 2007
Arnold Worldwide January 2001 - January 2004
Skills
Auditing, Account Reconciliation, Management, Internal Audit, Portfolio Management, Variance Analysis, Entrepreneurship, Marketing, Financial Risk, Journal Entries, Research, Fund Administration, Financial Modeling, Bloomberg, Financial Analysis, Financial Accounting, Fund Accounting, Microsoft Excel, Derivatives, Alternative Investments, IRS problem resolution, Problem Solving
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
Syracuse University 1996 — 2000
Bachelor's, Entrepreneurship & Emerging Enterprises
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (BS), Entreprenuership and Emerging Enterprises
BlackRock March 2015 - Present
BNY Mellon May 2013 - March 2015
BNY Mellon September 2012 - May 2013
Macy's December 2011 - January 2012
Super Supplements October 2010 - August 2011
Sunshine Liquidation Inc January 1999 - December 2009
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Business Analysis, Communication, Data Analysis, Management, Marketing, Mathematics, Sales Operations, Retail, Accounting, Databases, Business Strategy, Leadership, Research, Team Leadership, Competitive Analysis, Market Research, Finance, Financial Analysis, Sales, Training, Teamwork, Marketing Strategy, Strategic Planning
Education
University of Washington-Tacoma Campus 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.78
Tacoma Community College 2010 — 2010
A.A, Business Administrations, 4.0
Western Washington University 2005 — 2005
Bachelor of Arts (B.A.), Psychology
Tacoma Community College 1999 — 2001
Associate of Arts (A.A.), Psychology, 3.56
Manning & Napier Advisors June 2013 - Present
Manning & Napier Advisors October 2012 - June 2013
Manning & Napier Advisors June 2012 - October 2012
BNY Mellon June 2011 - August 2011
Syracuse University August 2009 - July 2011
Diversified Wealth Strategies June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Economics, Financial Analysis, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S. & B.A., Finance & Economics
BNY Mellon June 1998 - Present
Education
Syracuse University 1984 — 1988
SRS Acquiom June 2015 - Present
BNY Mellon April 2012 - June 2015
BNY Mellon August 2007 - March 2012
Skills
Equities, Management, Mutual Funds, Portfolio Management, Asset Management, Business Development, Securities, Investments, Banking, Risk Management, Financial Services, Bloomberg, Due Diligence, Mergers & Acquisitions, Financial Analysis, Relationship Management
Education
Syracuse University 2001 — 2005
Bachelor's degree, Political Science
Sunesys June 2015 - Present
ADP February 2012 - May 2014
BNY Mellon October 2010 - February 2012
Lincoln Financial Advisors August 2009 - October 2010
Skills
Microsoft Office, SQL, Informatica, Financial Modeling, Accounting, Strategic Financial..., Banking, Financial Planning, Investments, Portfolio Management, Bloomberg, Microsoft Excel
Education
Temple University 2006 — 2010
B.B.A, Finance and International Business
BNY Mellon March 2007 - Present
Delaware Investments March 2007 - September 2007
OTG Management September 2006 - December 2006
Skills
Account Reconciliation, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, General Ledger, Internal Controls, Cash Management, Financial Statements, Fund Accounting, Accounts Payable, Finance, Bloomberg, Eagle PACE, Microsoft Office, Lotus Notes, NAV, Options, FX trading, Futures, Corporate Actions, Swaps, Equities, Pricing, IFRS, Accounts Receivable, Internal Audit, Credit, Sarbanes-Oxley Act, Tax, Variance Analysis, Banking, Customer Service, Cash Flow, Financial Modeling, Microsoft Excel, Auditing, Strategic Financial..., GAAP, Bank Reconciliation, Accruals, Corporate Finance, Sarbanes-Oxley, Invoicing, Financial Services, Securities, Fixed Income, FX Trading, Financial Planning
Education
Temple University - Fox School of Business and Management 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
Delaware Valley Regional Planning Commission October 2014 - Present
Pennsylvania Environmental Council May 2013 - October 2014
University of Pennsylvania August 2012 - May 2014
University of Pennsylvania August 2012 - May 2013
CEIBA December 2008 - May 2009
BNY Mellon December 2006 - August 2008
Skills
Photoshop, Microsoft Office, Adobe Creative Suite, Illustrator, Research, PowerPoint, ArcGIS, Community Development, Blogging, Microsoft Excel
Education
University of Pennsylvania 2012 — 2014
Master's degree, City/Urban, Community and Regional Planning
Temple University 2008 — 2011
Bachelor's degree, Geography and Urban Studies, Sociology, French certificate
BNY Mellon June 2014 - Present
Syracuse University November 2002 - June 2014
St. Joseph's Hospital October 2013 - December 2013
Syracuse University October 2011 - May 2012
Skills
Testing, Databases, Operating Systems, SQL, Visio, Analysis, Program Management, Enterprise Architecture, Access, Networking, Software Installation, Data Analysis, MS Project, ASP.NET, SharePoint, CSS, JavaScript, PHP, MySQL, Linux, Windows, WordPress, Windows 7, HTML, JCL, COBOL, Computer Hardware, Microsoft Office, Programming, System Administration, Java, Eclipse, JDBC, Spring, Microsoft SQL Server, Database Design, Software Development, Web Development, Engineering, Manufacturing, Six Sigma
Education
Syracuse University 2004 — 2014
Bachelor of Science (B.S.), Information Technology
Syracuse University 2003 — 2014
Bachelors of Science, cum laude, Information Technology, 3.4
UBS July 2013 - Present
BNY Mellon March 2013 - June 2013
Nomura Securities May 2012 - January 2013
Fidelity Investments July 2010 - August 2011
Skills
Hyperion Enterprise, Bloomberg, General Ledger, Financial Reporting, Finance
Education
Syracuse University
Bachelor of Science, Finance, Accounting, Spanish
BNY Mellon June 2013 - Present
AXA Advisors May 2012 - June 2013
Temple University Snowboard Club August 2012 - May 2013
Triumph Brewing Co August 2010 - May 2012
Steamworks Brewing Co. August 2007 - August 2010
Sports Express, LLC May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Prezi, PowerPoint, Access, Capital IQ, Bloomberg Terminal, Valuation, Derivatives Trading, Financial Analysis, Customer Service, Sales, Public Speaking
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master's degree, Investments and Securities
TEMPLE UNIVERSITY, Fox School of Business 2009 — 2013
Bachelor, Business Administration; Finance
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP October 2011 - Present
Sixnet May 2010 - August 2010
BNY Mellon September 2009 - December 2009
Skills
Accounting, Microsoft Excel, Auditing, Budgets, Financial Statements, Internal Controls, Accounts Payable, Financial Accounting, Accounts Receivable, Finance, Microsoft Word, US GAAP, Financial Reporting, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Accounting & Economics
BNY Mellon August 2015 - Present
T Rowe Price March 2008 - July 2015
Morgan Stanley May 2006 - February 2008
Lehman Brothers August 1992 - May 2006
Skills
Fixed Income, Equities, Prime Brokerage, Relationship Management, Securities, Financial Services, Hedge Funds, Options, Alternative Investments, Series 7, Settlement, Bloomberg, Middle Office, Talent Development, Vendor Management, Strategic Planning
Education
Susquehanna University 1988 — 1992
BA, Economics
River Dell Regional High School
BNY Mellon January 2006 - Present
Staples March 2003 - February 2004
CompuCom April 1994 - August 2002
Skills
Disaster Recovery, Visio, Active Directory, ITIL, Data Analysis, Software Documentation, Process Improvement, Project Management, Business Analysis, Technical Support, Access, SharePoint
Education
Syracuse University 1987 — 1991
Psychology
Franklin Square Capital Partners April 2014 - Present
BNY Mellon 2013 - April 2014
BNY Mellon 2011 - 2013
BNY Mellon 2010 - 2011
Clear Channel Radio 2009 - 2010
Lehigh Valley Outlawz Professional Indoor Football 2008 - 2009
Skills
Hedge Funds, Investments, Trading, Alternative Investments, Mutual Funds, Financial Analysis, Bloomberg, Equities, Microsoft Office, Finance, Microsoft Excel, Microsoft SQL Server, Microsoft Exchange, Cash Flow, Cash Management, Regulatory Requirements, Financial Reporting, Financial Accounting, Sales, Customer Service, Compliance, Account Reconciliation, Data Analysis, Client Service, Time Management, FoF Investments, Market Analysis, Securities, Valuation, Financial Modeling, Financial Services, Derivatives, Fixed Income, Analysis
Education
Villanova University
Master of Business Administration (MBA), Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration
BNY Mellon April 2011 - Present
BNY Mellon January 2009 - April 2011
BNY Mellon January 2006 - January 2009
BNY Mellon January 2001 - January 2006
Skills
Relationship Management, Series 63, Risk Management, Investor Relations, Marketing, Strategic Planning, Financial Markets, Strategic Financial..., Project Management, Business Development, Capital Markets, Hedge Funds, Investments
Education
Syracuse University 1996 — 2000
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Harrison High School 1992 — 1996
BNY Mellon June 2011 - Present
Skills
Investments, Bloomberg, Modeling, Fund Accounting, Fixed Income, Accounting, Acting, Finance, Account Reconciliation, Actuarial Science
Education
Temple University
Bachelor's Degree, Actuarial Science, Major GPA 3.71/4.00
BNY Mellon August 2014 - Present
Slocum Dickson Medical Group August 2013 - August 2014
Ernie Davis Dining Hall October 2010 - January 2012
Herkimer County Treasury Department May 2011 - August 2011
Office for the Aging May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budgets, IBM AS/400, IDX
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2012
Bachelor of Science (BS), Accounting
Herkimer County Community College 2007 — 2009
Associate's degree, General Studies
BNY Mellon June 2013 - August 2013
HSBC July 2010 - July 2012
HSBC June 2008 - July 2010
JPMorgan Chase June 2004 - June 2006
Skills
Financial Analysis, Business Strategy, Portfolio Management, Financial Modeling, Business Analysis, Corporate Finance, Strategic Planning, Banking, Cross-functional Team..., Risk Management, Spanish, Credit
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
MBA 2014, Finance and Financial Management Services, cum laude
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce
Deeplocal, Inc November 2013 - Present
Deeplocal August 2011 - November 2013
BNY Mellon April 2011 - August 2011
Lowe New York September 2006 - January 2010
Nordeman Grimm September 2004 - September 2006
Banc of America Securities 1998 - 2000
Skills
Integrated Marketing, Talent Management, Deferred Compensation, Recruiting, Strategy, Online Advertising, Digital Marketing, Human Resources, Screening, Advertising, Business Development, Social Media, Marketing Communications, Corporate Communications, Digital Media, Social Media Marketing
Education
Teachers College of Columbia University 2002 — 2004
EdM, MA
Tulane University 1994 — 1998
BA
University of Sussex 1996 — 1997
Woodward Academy 1991 — 1994
BNY Mellon July 2014 - Present
UPS Supply Chain Solutions March 2013 - Present
UPS Supply Chain Solutions April 2012 - July 2014
Bank of America NJ May 2009 - April 2012
Skills
Requirements Gathering, Requirements Analysis, SDLC, Microsoft Office, Visio, Agile & Waterfall..., Vendor Management, Project Management, Agile Methodologies, Process Improvement, Business Requirements
Education
Temple University
BNY Mellon May 2015 - Present
BNY Mellon May 2014 - May 2015
Syracuse University Ambulance September 2010 - May 2014
BNY Mellon August 2013 - April 2014
BNY Mellon May 2013 - April 2014
Cape Elizabeth Fire Department March 2007 - August 2013
Dwellings November 2006 - January 2013
Funtown Splashtown USA May 2011 - August 2012
Syracuse University May 2011 - August 2012
Skills
Bloomberg Terminal, Adobe Creative Suite, Minitab, Money Market Funds, Banking operations, Securities operations, Crisis Management, Financial reconciliation, Trading platforms, Microsoft Office, Microsoft Excel, Advertising, Corporate Finance, Risk Management, Sales, Healthcare, Financial Modeling, Teamwork, Securities, Account Reconciliation, PowerPoint, Business Development, Electronic Trading...
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Finance, General
BNY Mellon January 2008 - Present
PNC Bank September 2005 - January 2008
Skills
Business Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Project Management, Training, Mutual Funds, Public Speaking
Education
Widener University School of Law 2002 — 2004
Temple University 1997 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
BNY Mellon November 2010 - Present
Walmart October 2007 - August 2010
McDonald's Corporation May 2006 - November 2008
Skills
Trombone Player, Artists, Actor, Singer-songwriter, Photography, Drummer, Italian languages, Skateboarding
Education
Temple University 2010 — 2014
Bachelor's degree, Finance, General
Middletown High School 2006 — 2010
BNY Mellon May 2014 - Present
Freelance October 2009 - Present
Edible Arrangements April 2013 - May 2014
Junto Group September 2012 - March 2013
Classic Photo and Video May 2012 - October 2012
Skills
Lightroom, Mac, Final Cut Pro, Microsoft Office, PowerPoint, PC, Adobe Lightroom, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Flatbed Scanning, Web Design, WordPress, Darkroom, Digital Negative, Cyanotype, Editing, Social Media
Education
Temple University 2008 — 2012
Bachelor's Degree, Photography, 3.4
Muhlenberg High School 2004 — 2008
Philadelphia Financial Group, Inc July 2014 - Present
BNY Mellon September 2012 - July 2014
Brookfield Global Relocation Services February 2012 - September 2012
Quench USA, Inc. August 2011 - December 2011
Lincoln Financial Advisors September 2010 - December 2010
ReminderMedia June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Tagalog, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Event Planning
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon June 2013 - August 2013
ESPN Radio May 2012 - May 2013
DreamMaker Bath & Kitchen June 2009 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Internet Communications, Time Management, Social Media Marketing, Sports, Facebook, Marketing, Microsoft Word
Education
The University of Connecticut School of Business 2014 — 2015
Masters of Science in Accounting, Accounting
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Berlin High School 2006 — 2010
High School Diploma
American Express January 2013 - Present
American Express September 2010 - January 2013
BNY Mellon July 2007 - August 2010
Emmet Marvin & Martin LLP June 2002 - June 2007
Skills
Succession Planning, Performance Management, Deferred Compensation, Talent Management, Onboarding, Employee Engagement, Business Strategy, Workforce Planning, PeopleSoft, Training, Employee Relations, Recruiting, Personnel Management, Employee Training, Human Resources, Leadership, Management, Change Management, Organizational Design, Strategy, Organizational..., Talent Acquisition, Leadership Development, Organizational..., Career Development, Strategic Planning, Analysis, Training & Development, Vendor Management, Benefits Administration, Process Improvement, Employee Benefits, Coaching
Education
Columbia University - Teachers College
MA, Industrial/Organizational Psychology
University of Delaware
BS, Double Major Communication and Psychology
USDA June 2015 - Present
Wegmans Food Markets July 2012 - August 2015
BNY Mellon April 2014 - May 2015
BNY Mellon October 2012 - April 2014
Wegmans Food Markets June 2005 - December 2012
First Investors Corporation June 2010 - August 2010
Skills
Accounting, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Accounting CPA, Finance
BNY Mellon February 2004 - June 2010
Time Inc November 1998 - July 2002
Milford Management May 1998 - September 1998
Skills
Customer Service, Research, Software Documentation, Databases, Access, Outlook, PowerPoint, Microsoft Excel, Training, Editing, Data Entry, Data Analysis, Analysis, Social Media, Administration
Education
Syracuse University 1994 — 1998
bachelor of arts, political science
Lockheed Martin August 2012 - Present
BNY Mellon May 2012 - August 2012
BNY Mellon August 2011 - May 2012
Skills
Financial Analysis, Microsoft Excel, Finance, Analysis, Leadership, Financial Reporting
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (BS), Accounting and Finance, Summa Cum Laude
BNY Mellon March 2014 - Present
New York Army National Guard June 2011 - Present
Skills
Security Clearance, Intelligence Analysis, Intelligence, Public Speaking, Military Experience, Training, Leadership Development, Operational Planning, Microsoft Excel, Financial Analysis, Tactics, PowerPoint, National Security, Stock Market, Derivative Operations, Military Operations, Personal Financial..., Military, Social Media, Analysis, Leadership
Education
Columbia College 2014 — 2016
Master of Business Administration (MBA), Finance
Syracuse University - Martin J. Whitman School of Management 2013 — 2013
Entrepreneurship/Entrepreneurial Studies
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (BS)
Syracuse University August 2015 - Present
BNY Mellon May 2015 - June 2015
Maximus Federal Services, Inc. December 2013 - February 2015
Maximus Federal Services, Inc. April 2012 - December 2013
Brighton Recreation and Parks July 2008 - August 2011
CenterState CEO February 2011 - July 2011
Syracuse University Bookstore September 2008 - May 2011
Skills
Public Speaking, Research, Social Media, Microsoft Office, PowerPoint, Public Policy, Political Campaigns, Microsoft Excel, Microsoft Word, Event Planning, Public Relations, Fundraising, Lotus Notes, Google Docs, Procedure Manuals, Legislative Research, Medical Coding, Stock Picking, Team Leadership, Medicare, Bylaws, MBD, Community Outreach, Facebook
Education
Syracuse University - Maxwell School 2015 — 2016
Master’s Degree, Public Administration
Syracuse University - Maxwell School of Citizenship and Public Affairs 2007 — 2011
BA, History, Political Science
United States Department of Defense February 2015 - Present
MetLife November 2013 - February 2015
BNY Mellon May 2013 - November 2013
United Parcel Service, UPS February 2009 - January 2013
On Point for College March 2009 - February 2010
Skills
Operations Management, Supply Chain Management, Managerial Finance, Supervisory Skills, Corporate Finance, Warehouse Management, Quantitative Research, Excel, Word,..., Research Methods, College Access, Statistical Software..., Computer Science, Information Technology, Internet Security
Education
SUNY- Institution of Technology 2010 — 2012
Masters of Technology Management, MBA, GPA 3.5
Syracuse University 2007 — 2010
Bachelor of Arts (B.A.), Public Policy, GPA- 3.0
Morrisville State College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Science, GPA- 3.3
Citco Fund Services March 2014 - Present
U.S. MortgageLine July 2013 - March 2014
BNY Mellon October 2010 - June 2013
Education
Temple University - Fox School of Business and Management 2008 — 2010
BBA, Finance
BNY Mellon June 2013 - Present
BNY Mellon October 2007 - May 2013
Delaware Investments, a member of the Macquarie Group February 2002 - September 2007
Education
University of Pennsylvania
MS Candidate, Organizational Dynamics
Temple University
BA, Economics and German, Summa Cum Laude
AXA US August 2015 - Present
MetLife April 2011 - Present
BNY Mellon 2002 - April 2011
AXA Equitable 1997 - 2002
Skills
Group Insurance, Variable Annuities, Dental Insurance, Pension Administration, Corporate Trust, Vendor Management, Long-term Customer..., Customer Support, Escheatment, Operations Management, Enrollment Services, Quality Auditing, SOX Compliancy, Strategic Planning, Budget Forecasts, Commercial Banking, Retail Banking, Risk Management, Bonds, Employee Benefits, Business Analysis, Management, Program Management, Business Process..., Financial Services, Insurance, Leadership, Process Improvement, Project Management, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Master of Business Administration (M.B.A.)
State University of New York at Oswego 1993 — 1997
Bachelor of Science (B.S.), Finance
BNY Mellon March 2014 - March 2015
Sutherland Global Services November 2013 - February 2014
Chinese Students and Scholars Association April 2012 - May 2013
Syracuse Housing Authority January 2012 - April 2012
Syracuse University Bird Library January 2011 - April 2012
Syracuse Cooperative Federal Credit Union September 2010 - December 2010
Federation of Italian-American Organization June 2010 - August 2010
Skills
Microsoft Excel, Analysis, PowerPoint, SPSS, Microsoft Office, Statistics, Microsoft Word, Public Speaking, Mandarin, HTML, Stata, Social Media, Customer Service, Data Analysis, Visio, Photoshop, SQL, Communication, Consulting, Management, Event Planning, R, MS Project, Outlook, Quantitative Research, Economic Modeling, COBOL, CSS, Java, Programming Languages, Operating Budgets, Reports, Survey Research, Problem Solving, Collaboration, Leadership, General Office..., InDesign, Illustrator, Adobe Acrobat, Expression Web, Cantonese, Google Docs, Python
Education
Syracuse University 2009 — 2013
Bachelor’s Degree, Economics, Policy Studies, Public Relations
New Utrecht High School 2006 — 2009
High School, 4.17
BNY Mellon June 2005 - Present
Soros Fund Management February 2000 - January 2005
Bankers Trust August 1991 - February 2000
Computer Factory July 1989 - August 1991
Skills
Human Resources, Banking, Customer Service, Mergers & Acquisitions, Team Building, Coaching, Risk Management, Employee Engagement, Investments, Financial Analysis
Education
Syracuse University 1985 — 1989
BS, Law and Public Policy
BNY Mellon February 2015 - Present
Utica School District, Jones Elementary March 2014 - February 2015
Continental Home Care Agency July 2013 - January 2014
Citibank NA March 2012 - July 2013
Very Important People June 2011 - February 2012
Bank of America May 2010 - August 2010
Fluffy White Dog Treats June 2009 - August 2010
Citi Private Bank May 2006 - May 2010
Bank of America April 2004 - May 2006
The Bank of New York September 2000 - February 2004
Skills
Community Outreach, Teamwork, Strategic Planning, Client Loyalty, Sales Management, Time Management, Market Research, Customer Relations, Negotiation, Customer Service, Management, Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, Training, Business Strategy, Research, Leadership, PowerPoint
Education
State University of New York at Albany 2011 — 2011
Early Childhood, Education
Syracuse University 2001 — 2005
Bachelor of Science, Management Finance
Utica College 2001 — 2005
Management, Finance
Delaware Investments February 2015 - Present
BNY Mellon January 2012 - February 2015
Skills
Investments, Mutual Funds, Securities, Equities, Accounting, MS Office, Bloomberg Terminal, Reuters 3000, Bonds, Financial Advisory, Financial Services, Microsoft Office, Options, Bloomberg, Fixed Income, Account Reconciliation, Corporate Actions
Education
Temple University 2009 — 2011
Bachelor of Business Administration (BBA), Finance
Temple University - Fox School of Business and Management
DePuy Synthes Mitek Sports Medicine May 2015 - Present
ServiceSource September 2013 - May 2015
Lacoste April 2012 - March 2013
Brookville Center for Children's Service May 2006 - September 2012
BNY Mellon May 2010 - August 2010
National Land Tenure Co., LLC September 2007 - May 2008
Skills
Sales, Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Derivatives, Economics, Investments, Financial Modeling, Financial Analysis, Financial Statement..., Valuation, Finance, Banking, SaaS, Salesforce.com, CRM, Enterprise Technology...
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
Bachelor's Degree, Finance
Drexel University November 2012 - Present
BNY Mellon January 2012 - November 2012
The PFM Group July 2008 - July 2009
Vanguard June 2007 - July 2008
Skills
Financial Analysis, Budgeting, Financial Modeling, Microsoft Excel, Forecasting, Operations Management, PowerPoint, Leadership, Microsoft Office, Event Management, Customer Service
Education
Temple University 2009 — 2011
Master's Degree
University of Pittsburgh 2004 — 2007
Bachelor's Degree, Finance
BNY Mellon July 2013 - Present
Morgan Stanley Wealth Management April 2011 - July 2013
BNP Paribas June 2010 - April 2011
JPMorganChase 2000 - June 2010
Skills
Microsoft Excel, Mutual Funds, Fixed Income, Financial Modeling, Investments, Financial Analysis, Risk Management, Strategic Financial...
Education
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Cheltenham High School 1991 — 1995
BNY Mellon May 2013 - Present
Pepboys January 2011 - May 2013
Skills
Sales, Financial Analysis, Finance, Customer Service, PowerPoint, Banking, Accounting, Investments, Financial Services, Retail, Mutual Funds, Team Building, Equities, Financial Reporting, Analysis, Account Reconciliation, Financial Modeling
Education
West Chester University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Finance
Millersville University of Pennsylvania 2009 — 2010
Temple University
Master's degree, Investment Management
BNY Mellon December 2012 - Present
KeyCorp May 2008 - January 2013
LIBERTY RESOURCES INCORPORATED August 2011 - July 2012
Wegman's Food Markets March 1999 - April 2012
Church World Services July 2006 - August 2007
Skills
Banking, Customer Service, Event Planning, Leadership, Microsoft Excel, Sales, Social Media, Software Documentation, Time Management, Financial Analysis, Marketing, Marketing Strategy, Microsoft Office, Social Media Marketing, Team Building, Team Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2012
Bachelor of Science, Marketing Management and Strategic Management
SUNY at Buffalo 2002 — 2005
Buisness Administration Concentration
Prudential Financial May 2014 - Present
US Department of Homeland Security June 2012 - Present
BNY Mellon June 2006 - March 2012
BNY Mellon/Albridge Solutions August 2005 - June 2006
Advanta Bank Corp April 2004 - August 2005
Advanta Bank Corporation 2003 - 2005
Express Scripts Inc July 2003 - April 2004
U.S. Army Reserve May 1998 - October 2002
PRWT ComServ Inc February 2000 - October 2001
Skills
Documentation, Research, Transcription, Customer Relations, Call Center, Troubleshooting, Customer Service, PowerPoint, Word, Software Documentation, Marketing Strategy, Call Centers, Account Management
Education
Temple University 1996 — 2002
Bachelor of Arts, Broadcasting Telecommunications and Mass Media
BNY Mellon September 2010 - July 2013
Citi July 2007 - August 2010
Citi September 2005 - July 2007
Skills
Corporate Events, Event Planning, Event Management, Meeting Planning, Customer Service, Budgets, Trade Shows, Vendor Management, Public Relations, Relationship Management, Microsoft Office, Project Management
Education
Susquehanna University 2001 — 2005
Bachelor of Arts, Communications
Glen Rock High School 1997 — 2001
BNY Mellon July 2013 - Present
Simpson Thacher & Bartlett LLP July 2010 - July 2013
Davis Polk & Wardwell LLP August 2005 - June 2010
Education
University of Virginia School of Law 2002 — 2005
JD
Swarthmore College 1998 — 2002
BA, Economics & Political Science
Paulson & Co. May 2008 - Present
Citi March 2007 - May 2008
BNY Mellon March 2005 - February 2007
Skills
Equities, Corporate FP&A, Fixed Income, Hedge Funds, Valuation, Investments, Financial Analysis, Financial Reporting, Distressed Debt, MBS, CMBS, Private Equity, Alternative Investments, Forecasting, Capital Markets, Bloomberg, Corporate Finance, Derivatives
Education
Temple University - Fox School of Business and Management 2002 — 2003
MS, Finance
Symbiosis Institute of Business Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Pune 1995 — 1998
Bachelor of Commerce (B.Com.), Accounting and Finance
BNY Mellon Asset Servicing 2010 - Present
PFPC January 2008 - Present
BNY Mellon 2008 - Present
PFPC November 2005 - December 2007
PFPC October 2002 - May 2003
Education
Temple University 1997 — 2002
BNY Mellon November 2013 - Present
The Bank of New York Mellon September 2009 - October 2013
PayStream Advisors March 2009 - May 2009
JPMorgan Chase January 2000 - December 2008
JPMorgan Xign 2003 - 2008
Chase Manhattan Corporation December 1997 - December 1999
Chase Manhattan Corporation December 1995 - November 1997
Chemical Bank New York June 1995 - November 1997
Chemical Bank New York January 1993 - May 1994
Chemical Bank New York January 1993 - January 1994
Education
University of Virginia Darden School of Business 1984 — 1986
Temple University
BA, Liberal Arts
BNY Mellon April 2012 - Present
BNY Mellon (formerly PNC Global Investment Servicing) October 2007 - April 2012
PFPC, Inc. April 2005 - September 2007
PFPC December 2003 - April 2005
Skills
Alternative Investments, Financial Markets, Mutual Funds, Financial Analysis, Hedge Funds, Securities, Equities, Fund Of Funds, Accounting, Fund Accounting, Asset Management, Fund Administration, Bloomberg, Financial Services, Fixed Income
Education
Temple University - Fox School of Business and Management 1990 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Mount
High school, College Preparatory
BNY Mellon June 2015 - Present
Lincoln Financial Group November 2014 - June 2015
BNY Mellon July 2006 - November 2014
Skills
Tax, Analysis, Tax Returns, Tax Accounting, Income Tax, Asset Management, Mutual Funds, Financial Statements, Investments, Financial Analysis, Accounting, Microsoft Excel, GAAP, Management
Education
Temple University - Fox School of Business and Management 2003 — 2006
J.P. Morgan March 2015 - Present
BNY Mellon 2013 - 2015
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2011
Protiviti 2005 - 2007
Skills
IT Audit, SOX, Risk, Security, Operational Risk, IT Risk, Risk Mitigation, Risk Management, Operational Risk..., Risk Assessment, Business Continuity, Compliance, CISA, Internal Audit, Enterprise Risk..., Compliance Management, Internal Controls, Audit, Banking, Change Management, SAP, Risk Analysis, IT Governance, Sarbanes-Oxley Act, Financial Services, Trading Systems, Electronic Trading, FX trading, FX Derivatives, Capital Markets, Financial Risk, Governance, Securities, SAS70, Information Technology
Education
Syracuse University 2000 — 2004
Bachelor of Science, Information Management and Technology
KPMG June 2014 - Present
WilHar Consulting LLC June 2002 - June 2014
BNY Mellon April 2007 - June 2010
Skills
Financial Analysis, Financial Reporting, Finance, Analysis, Risk Management, Strategic Planning, Accounting, Public Speaking
Education
University of Pennsylvania School of Medicine 2004 — 2005
Bioethics
Temple University - Fox School of Business and Management 1996 — 2001
BA, Marketing & Real Estate
BNY Mellon April 2013 - Present
BNY Mellon July 2000 - August 2011
BNY Mellon July 2000 - August 2011
Check Encoding January 1992 - July 2000
BNY Mellon January 1985 - January 1992
Skills
•PC Skills (Microsoft..., •Client Relations, •Customer Service..., •Staff Development and..., •Communications Skills, •Special Projects, •Analytical/Research..., •Bilingual in Portuguese, •Reports and Documents..., •Customer Support, •Team Building and..., •Complaint Handling and..., •Records Management, •Strong Written and..., •Organizational Skills, Banking, Project Management, Project Planning, Process Improvement, Budgets, Microsoft Excel, Customer Service, Training, Software Documentation, Financial Services, Troubleshooting, Management, Microsoft Word, Auditing, Risk Management, Negotiation, Operations Management, Accounting, Call Centers, Business Analysis, Vendor Management, Cross-functional Team..., Analysis, Business Strategy, Research, Team Building, Microsoft Office, Team Management, Account Management, Program Management, Financial Analysis, Team Leadership, Change Management, Access, Finance
Education
Taylor Business Institute
BNY Mellon May 2011 - Present
Citi 2005 - 2009
JPMorgan Chase 2002 - 2005
JPMorgan Chase 1995 - 2001
Citi 1989 - 1994
Skills
Marketing Strategy, Marketing, Collateral Materials..., Internal Communications, Corporate Communications, Project Management, Collateral, Marketing Communications, Integrated Marketing, Internal & External..., Messaging
Education
Syracuse University 1982 — 1986
B.A., English, Art History & Communications
BB&T August 2013 - Present
US Bank September 2007 - July 2013
U.S. Bank January 2005 - September 2007
BNY Mellon August 1999 - December 2004
Arthur Andersen August 1997 - May 1999
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Consumer Lending, Lines Of Credit, Retail Banking, Mortgage Lending, SBA, Portfolio Management, Commercial Mortgages, Loan Origination, Credit Risk, Underwriting, Treasury Management, Asset Based Lending, Cross Selling, Financial Analysis, Relationship Management
Education
Syracuse University 1995 — 1997
MBA, Corporate Finance, Management Information Systems
SUNY at Buffalo 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, Marketing
Hawthorn, PNC Family Wealth September 2014 - Present
PNC Bank, N.A. November 2001 - August 2014
BNY Mellon September 1990 - November 2001
Skills
Asset Allocation, Wealth Management, Portfolio Management, Asset Managment, Retirement Planning, Banking, Investment Strategies, Mutual Funds, Investments, Investment Advisory, Loans, Strategic Financial..., Credit, Securities, Fixed Income, Equities, Alternative Investments, Risk Management, Asset Management
Education
Temple University 1975 — 1979
BS, Business
Bill Few Associates January 2014 - February 2015
BNY Mellon March 2012 - December 2013
BNY Mellon July 2010 - March 2012
UBS Investment Bank October 2007 - August 2009
Skills
Financial Analysis, Business Analysis, Loans, Project Management, Microsoft Excel, Customer Service, Management, Microsoft Office, Analytics, Asset Management, Bloomberg, Sales, CRM, Financial Services, Data Analysis, Analysis, Training
Education
Syracuse University 2001 — 2005
Bachelor's Degree, Marketing & Finance
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor's Degree, Marketing & Finance
Reverse Mortgage Funding LLC January 2013 - Present
Security One Lending September 2012 - January 2013
MetLife Home Loans June 2008 - July 2012
The Bank of New York 1992 - 2008
The Bank of New York Mellon 1992 - 2008
BNY Mellon 1992 - 2007
Education
Syracuse University 1983 — 1987
Political Science and Government, Psychology
BNY Mellon March 2015 - Present
BNY Mellon January 2013 - Present
The Bank of New York Mellon July 2005 - January 2013
Pershing 1999 - 2005
Skills
Disaster Recovery, IT Operations, Enterprise Architecture, Incident Management, Information Security..., System Administration, Business Analysis, Troubleshooting, Process Improvement, Project Management, Vendor Management, IT Management, Information Security, IT Strategy, ITIL, Lotus Notes, Visio, IT Service Management, SDLC, Business Continuity, Data Center, Integration, Servers, Risk Management, Technical Support, Security, Blackberry Enterprise..., PMP, Microsoft Exchange, Governance, SCCM, Unix, Project Portfolio..., Blackberry, Business Process, Software Documentation, PMO, Infrastructure, SharePoint, AIX, Information Technology, System Deployment, BMC Remedy, Windows, Data Migration, Lotus Domino, Project Delivery, Citrix, Virtualization
Education
Syracuse University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Child Development and Psychology
New York University 2010 — 2012
Professional Certificate, Project Management
CUNY Central Office April 2012 - March 2015
City University October 2007 - April 2012
Yeshiva University March 2005 - June 2007
Yeshiva University 2005 - 2007
BNY Mellon June 2004 - June 2005
Marwood Group March 2000 - February 2002
Skills
Enterprise Messaging..., System Administration, Windows PowerShell v2, Microsoft Lync Server..., Data Analysis, Microsoft Office, Project Management, Technical Support, Customer Service, Software Documentation, Higher Education, Teamwork, Nonprofits, Outlook, Research, Vendor Management
Education
Technical Career Institutes
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
BNY Mellon September 2012 - Present
BNY Mellon June 2006 - September 2012
PNC GIS May 2005 - June 2006
SEI Investments December 2003 - May 2005
Exelon's Corporation February 2003 - November 2003
Skills
Account Reconciliation, General Ledger, Variance Analysis
Education
Temple University - Fox School of Business and Management 1997 — 2002
bba, accounting
Fox School of Business & Management
Bachelor, Business Administration; Accounting
Temple University
BNY Mellon December 2010 - Present
ROTOscouting.com March 2014 - September 2014
Wolters Kluwer Financial Services July 2010 - December 2010
H & R Block December 2009 - April 2010
PNC Global Investment Servicing July 2007 - February 2009
PFPC July 2005 - July 2007
PFPC October 2004 - July 2005
PFPC July 2003 - October 2004
ITworld.com November 1999 - May 2001
Suburban Staffing, Inc. 1998 - 1998
Skills
Mutual Funds, Process Improvement, Business Analysis, CRM, Accounting, Finance, Project Management
Education
Syracuse University - S.I. Newhouse School of Public Communications 1994 — 1998
B.S., newhouse
Syracuse University
Bachelor's degree, Broadcast Journalism
westborough high school
BNY Mellon March 2015 - Present
Education Affiliates March 2012 - Present
Trader Joe's January 2010 - March 2011
Skills
Customer Service, Data Entry, Student Financial Aid, Time Management, Cashiering, Outlook, Admissions, Microsoft Excel, Staff Development, Student Affairs, Leadership, Microsoft Word, Access, PowerPoint, Microsoft Office
Education
Temple University 2005 — 2010
Bachelor's Degree, Finance
Temple University 2005 — 2010
Bachelor's Degree, Economics
BNY Mellon December 2014 - Present
Macys September 2011 - August 2013
Republic First Bank April 2008 - March 2010
Citizens Bank April 2006 - April 2008
Action Mortgage September 2005 - February 2006
Skills
Credit, Sales, Loans, Customer Service, Team Building, Process Scheduler, Sales Management, Accounts Payable, Direct Sales, Financial Risk, Auditing, Construction, Social Media, Social Networking, Management, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Research
Education
Temple University 2015 — 2016
Certificate, Construction Management
Community College of Philadelphia 2010 — 2013
Associate's degree, Facilities Planning and Management
GP Strategies Corporation August 2010 - Present
Gilbane Building Company July 2009 - August 2010
Forrester Research May 2009 - July 2009
Turnswing, Inc. November 2007 - April 2009
BNY Mellon March 2006 - November 2007
State Street July 2005 - February 2006
PCI Services, Inc. December 2004 - June 2005
Washington Mutual Bank May 2002 - December 2003
WKCF-TV/WB18 (Emmis Communications) December 2001 - March 2002
Encoda Systems August 1999 - October 2001
Skills
Adobe Creative Suite 4, Adobe Captivate 2-5, Adobe Fireworks, Microsoft Office 2007..., Lecotora, SumTotal Tool Book 11, Dreamweaver 4, FrameMaker, Project Management, Instructional Design, Course Development, Course Design, Stand-up Facilitation, Technical Writing, Technical Training, Budget Management, Managerial Experience, Articulate Studio 9.0, RoboHelp, Captivate, Workshop Facilitation, Adobe Photoshop, Snag-It, Articulate Engage, Articulate Presenter, HTML, JavaScript
Education
Susquehanna University 1994 — 1998
BA, English
Kimbal Union Academy 1990 — 1994
Highschool Diploma, General
Lockheed Martin July 2013 - Present
BNY Mellon August 2012 - June 2013
State Bank and Trust Company February 2012 - June 2012
Shah Accounting Services January 2009 - September 2011
Chrysler Financial December 2003 - June 2007
TD Bank Group August 2001 - May 2002
Skills
Financial Analysis, Banking, Financial Modeling, Microsoft Excel, Auditing, Customer Service, Audit, Portfolio Management, Microsoft Office, PowerPoint, Credit, Sales, SAP, Microsoft Word, Cash Management, Vendor Management, Hyperion, Earned Value Management, Project Management
Education
Temple University - Fox School of Business and Management 2010 — 2011
Bachelor, Business Administration; Finance
Qlik August 2014 - Present
BNY Mellon February 2012 - August 2014
SEI December 2010 - February 2012
Citi June 2008 - December 2010
Skills
Business Intelligence, Project Management, Financial Analysis, Process Improvement, Numerical Fluency, Quantitative Research, Strategic Management, Business Strategy, Salesforce, Marketing Analytics, Strategic Planning, Market Segmentation, Risk Management, Business Analysis, SQL, Strategic Marketing..., Change Management, Data Analysis, Analysis, Business Process...
Education
Villanova University 2011 — 2014
MBA, Strategic Management & International Business
Temple University 2006 — 2007
Bachelors, Economics
BNY Mellon Client Service OfficerBank of New York Mellon2005 - Present
Education
Temple University 1980 — 1982
BA, History
SEI January 2013 - Present
Total Facility Management 2010 - 2011
Total Facility Management 2010 - 2011
Total Facility Management 2010 - 2011
BNY Mellon May 1995 - August 2008
Skills
Customer Service, Vendor Management, Risk Management, Process Improvement, Project Management, Management, Leadership, Training, Banking, Team Leadership, Access, Operations Management
Education
Temple University 1969 — 1974
BA, COMMUNICATIONS
BNY Mellon November 1988 - Present
Education
Syracuse University
Business Administration/Finance
Nature's Classroom Inc. September 2013 - Present
Camp Howe July 2013 - August 2014
BNY Mellon March 2011 - June 2013
Utica College August 2008 - December 2010
Lions Camp Merrick 2009 - 2010
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, International Relations, Microsoft Word, English, Public Speaking, Social Media, Political Science, French, Management, Nonprofits, Time Management, Communication
Education
Utica College 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies
New Hartford Senior High School 2005 — 2007
Syracuse University
BNY Mellon March 2010 - Present
National Government Services April 1999 - October 2009
Education
SUNY Polytechnic Institute 1985 — 1989
BS, Business Administration/ Finance
BNY Mellon December 2013 - Present
VPF Adjusting January 2013 - December 2013
Liberty Mutual Insurance June 2010 - August 2012
Unitrin/Kemper Insurance January 2004 - March 2009
Skills
Claim, Liability, Insurance, Litigation, Underwriting, Analysis, Mediation, Personal Injury, Training, Budgets, Management, Arbitration, Team Building, Recruiting, Settlement, Risk Management, Financial Analysis, Contract Management, Leadership, Subrogation, Claims Management, Legal Liability, Liability Analysis, Litigation Management, Property & Casualty..., Customer Service, General Insurance
Education
Syracuse University
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.67
PNC Asset Management Group October 2014 - Present
BlackRock November 2001 - November 2008
Boston Partners Asset Mgmt (Robeco) November 1997 - July 2001
State Street April 1996 - October 1997
BNY Mellon November 1994 - April 1996
Skills
Investments, Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Trading, Capital Markets, Asset Allocation, Derivatives, Investment Management, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science (BS), Marketing
Aspen Dental June 2014 - Present
BNY Mellon April 2011 - February 2014
Berkshire Farm Center and Services for Youth March 2006 - June 2009
Consumer Marketing Services August 2003 - December 2005
Skills
Fundraising, Nonprofits, Event Planning, Social Media, Microsoft Office, Research, Customer Service
Education
Syracuse University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
PPG Industries November 2011 - Present
PPG Industries September 2007 - November 2011
BNY Mellon September 1998 - September 2007
Allegheny General Hospital June 1987 - September 1998
Skills
Data Center, IT Management, IT Strategy, System Deployment, Sales Operations, SAN, Vendor Management, IT Service Management, Enterprise Architecture, Cloud Computing
Education
Temple University 1979 — 1981
Bachelor's degree, Computer and Information Sciences, General
BNY Mellon June 2013 - June 2014
BNY Mellon / Global Systems Solution October 2012 - June 2013
BNY Mellon July 2010 - December 2011
The PNC Financial Services Group July 1996 - June 2010
PNC Wealth Management July 1989 - June 1996
Philadelphia Depository Trust Company January 1986 - June 1989
Skills
Securities Lending, Global Custody, Corporate Actions, Collateral Management, Middle Office, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Series 7, Settlement, Trading, Financial Markets
Education
Temple University - Fox School of Business and Management 1980 — 1984
Business Administration and Management, General
InvestEdge, Inc. August 2015 - Present
BNY Mellon March 2015 - August 2015
BNY Mellon May 2011 - March 2015
BNP Paribas Brokerage Services, Inc September 2010 - May 2011
Lincoln Investment Planning, Inc July 2008 - September 2010
Skills
Analysis, Trading, Microsoft Excel, Investments, AS400 system, Mutual Funds, Fund Accounting, DTC, Financial Analysis, Equities, Broker/Dealer Operations, Trade Support, Microsoft Word, Bloomberg, Eagle, Security APL, Communication, Highly detail oriented, Customer Service, Finance, Securities, Portfolio Management, Financial Services, DVP&R, Asset Management, Fixed Income, Account Reconciliation, Corporate Actions, Settlement, Process Improvement, Accounting, Business Analysis, Continuous Improvement, Project Management, Entrepreneurship, Leadership
Education
Temple University
Bachelor of Business Administration, Finance
Microsoft August 2015 - Present
EMC March 2012 - August 2015
BNY Mellon February 2011 - December 2011
Phoneytunes.com August 2007 - August 2009
Skills
Java, ASP.NET, JavaScript, HTML, REST, Content Management, SaaS, Jbehave, Gradle, Databases, MySQL, Storage, JUnit, XML
Education
Syracuse University 2010 — 2011
MS, Computer engineering
Credit Suisse May 2010 - Present
BNY Mellon November 2008 - April 2010
J.P. Morgan June 2000 - November 2008
Skills
Investment Banking, Derivatives
Education
Tecnológico de Monterrey 2009 — 2011
MBA
Universidad Panamericana 1998 — 2002
Bachelor, Accounting
Cognizant Technology Solutions April 2006 - Present
BNY Mellon 2011 - 2014
Credit Suisse 2009 - 2010
JP Morgan Chase April 2006 - September 2009
Wipro Technologies May 2004 - March 2006
Morgan Stanley 2005 - 2006
Morgan Stanley 2005 - 2006
HCL Perot Systems June 2003 - May 2004
Larsen and Toubro Infotech May 2001 - June 2003
Stock Holding Corporation of India Limited February 1995 - May 2001
Education
Saraswati Vidyalaya Nagpur 1984 — 1986
Institute of Science College
Symbiosis institute of Management Studies
MBA, Finance
BNY Mellon August 2011 - Present
JPMorgan Chase January 2011 - August 2011
The Berkshire Bank September 2004 - December 2010
Independence Community Bank October 2002 - September 2004
Skills
Banking, Financial Services, Loan Servicing, Operational Excellence, Compliance, Supervisory Skills, Time Management, Microsoft Office, Research, Proficient Typing Skills
Education
CUNY - The College of Staten Island
Associate's Degree, Business, 3.0
Technical Career Institutes
Associate's Degree, Computer Business Office Technology, 3.0
Hilton Garden Inn 2009 - 2010
BNY Mellon 2004 - 2009
Mellon Investor Services February 2005 - July 2006
Summerfield Suites by Wyndham 2002 - 2004
Skills
Securities, Employee Relations, Quality Assurance, Human Resources, Sales, Customer Service, Investments, Accounting, Financial Analysis, Risk Management, Banking, Management, Fundraising
Education
Syracuse University
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
DaVita October 2012 - Present
BNY Mellon July 2007 - October 2012
Buzzards Inc August 2005 - June 2007
USF Reddaway September 2003 - September 2005
US Marine Corps Reserves July 2000 - August 2004
Skills
Performance Attribution, Fixed Income, Equities, Hedge Funds, GIPS, Securities, Advanced Microsoft Excel, Advanced Microsoft..., Oracle SQL, Health Insurance, Asset Management
Education
University of Washington, Tacoma 2005 — 2007
BS, Business Finance
Tacoma Community College
Associate's degree, Business
Prudential Financial March 2011 - Present
BNY Mellon November 2008 - March 2011
Skills
Series 24, Series 63, Financial Services, Series 7, Mutual Funds, Securities, Wealth Management, Fixed Income, Due Diligence, Financial Regulation, Investment Management, Trading, Options
Education
Temple University
McNeil Pharmaceuticals May 2012 - May 2013
Pranzo Italian Restaurant January 2008 - July 2011
BNY Mellon May 2006 - November 2008
GMAC Residential Mortgage October 2005 - May 2006
A-Z Video January 1999 - January 2006
Education
Temple University
BA, Accounting
BNY Mellon 2013 - Present
RainSafe August 2011 - October 2013
Citi June 2007 - August 2007
Skills
Bloomberg Terminal, Foreign Exchange, Equities, Hedge Funds, 1940 Act, Dodd-Frank, EMIR Delegated Reporting, FATCA, Interest Rate..., FX Hedging, Sales, Institutional Sales, Institutional Relations, Management, Project Management, Relationship Management, Research, Social Media, Banking, Customer Service, FX Options
Education
Syracuse University
Bachelor of Science (B.S.), Nutrition Sciences
PwC Consulting July 2015 - Present
PwC July 2014 - June 2015
PwC June 2012 - July 2014
PwC January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UPS Capital February 2011 - May 2011
Skills
Tax, Tax Preparation, Tax Returns, Wealth Management, Accounting, Corporate Finance, Credit, Finance, Financial Analysis
Education
University of Pittsburgh, College of Business Administration 2008 — 2012
Bachelor of Science, Business Administration; Accounting and Finance
Temple University 2010 — 2010
Study Abroad
BNY Mellon April 2003 - Present
Skills
Banking, Equities, Financial Services, Fixed Income, Financial Analysis, Portfolio Management, Mutual Funds, Investments, Asset Management, Securities, Derivatives, life insurance...
Education
Syracuse University
1 year, Liberal Arts and Sciences/Liberal Studies
Capital One September 2012 - Present
Markit June 2010 - September 2012
BNY Mellon January 2008 - June 2010
JPMorgan Chase & Co. June 2006 - January 2008
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
BNY Mellon April 2010 - Present
Delaware Investments, a member of the Macquarie Group March 2007 - April 2010
Citizens Bank November 2004 - March 2007
Education
Temple University 2001 — 2005
BS, Accounting
Standard & Poor's 2010 - 2015
BNY Mellon 2005 - 2009
Credit Suisse 2003 - 2003
West LB 2002 - 2002
Standard & Poor's 1999 - 2001
Skills
Fixed Income, Leveraged Finance, Credit Analysis, Portfolio Management, Valuation, Investments, Trading, Finance, Mergers & Acquisitions, Bonds, Credit, Securities, Analysis, Financial Modeling, Capital Markets, Equity Research, Investment Banking, Equities, Bloomberg, Hedge Funds, Corporate Finance, Derivatives, Loans
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Eastchester High School
Eastchester High School
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (B.S.), Finance
BNY Mellon September 2014 - Present
Syracuse University Food Service September 2013 - September 2014
Dev’s Convenience June 2008 - September 2014
Onondaga Community College August 2011 - May 2012
Casino Shangri-La March 2007 - April 2008
Casino Nepal May 2005 - April 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Event Planning, Accounting, Billing Services, Financial Services, Invoicing, New Account Opening, Time Management, Community Outreach, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2015
Bachelor's degree, Accounting
BNY Mellon, November 2013 - November 2014
Education
Temple University /Tyler Art College 2015 — 2019
Bachelor's of Fine Arts, Graphic & Interactive Design
Tresham College of Further and Higher Education 2010 — 2012
Diploma, BTEC Extended Diploma in IT Practitioner, DDM
BNY Mellon September 2012 - Present
The Bettinger Co, Inc. September 2011 - August 2012
Federal Reserve Bank of Philadelphia December 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Bookkeeping, Reconciliation, Research, Data Entry, Organization, Process Improvement, File Management
Education
Temple University 2003 — 2012
Some College, 89.0 Credits Completed, Accounting and Business/Management