BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
BNY Mellon March 2015 - Present
GEMSA Loan Services December 2014 - March 2015
Independent Bank Group, Inc. formally Bank of Houston July 2009 - August 2014
JP Morgan January 2007 - June 2009
1st Global August 2005 - September 2006
Invesco US August 1999 - July 2005
Skills
Credit, Loans, Finance, Payments, Management, Cash, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Banking, Portfolio Management, Accruals, Treasury Management, Trading, Leadership, Credit Analysis, Accounting, Cash Flow, Cash Management, Analysis, Funding, Account Reconciliation
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University
Bachelor's Degree, Finance
Bank of New York Mellon Trust Company November 2013 - Present
Amegy Bank April 2007 - October 2013
BNY Mellon April 2006 - March 2007
JPMorgan Chase August 2000 - March 2006
Texas First National Bank December 1997 - August 2000
Skills
Credit Analysis, Retail Banking, Credit, Asset Management, Relationship Management, Loans, Private Banking, Securities, Banking, Commercial Banking, Corporate Trust, Financial Services, Finance, Risk Management, Financial Analysis
Education
Texas Southern University
Law
University of Houston
Bachelor's Degree, Sociology
BNY Mellon December 2014 - Present
Loop1 Systems July 2013 - July 2014
Main Street Hub June 2012 - August 2012
Skills
Social Media, Microsoft Office, Event Planning, Facebook, Social Networking, PowerPoint, Time Management, Project Management, Account Management, Social Media Marketing, Management, Salesforce.com, Editing, Marketing, Microsoft Word, Microsoft Excel, Outlook, Financial Reporting, Cash Flow Management
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Human Relations
The Chinese University of Hong Kong 2011 — 2011
Operations Management
Citi June 2008 - Present
BNY Mellon January 2006 - June 2008
J.P. Morgan July 2004 - January 2006
Skills
Structured Finance
Education
Texas A&M University
Bachelor of Science (BS), Economics
BNY Mellon October 2015 - Present
Wells Fargo bank October 2014 - March 2015
National American University September 2013 - July 2014
HSBC Bank February 2008 - August 2013
DAMAC Properties July 2006 - January 2008
Skills
sales and customer..., Problem Solving, Time Management, Team Leadership, Enjoy Working with..., Experience working with..., Staff Development, Credit Cards, Analysis, Loans, Customer Service, Leadership, Management, Microsoft Office, Negotiation, Team Building
Education
The American University in Cairo 2002 — 2007
Bachelor of Arts (BA), Economics
American International School 1996 — 2002
American Diploma, Economics
Situs May 2012 - Present
Situs March 2009 - May 2012
BNY Mellon March 2008 - March 2009
Skills
Loans, Asset Management, Real Estate, Real Estate Economics, Investments, Financial Analysis, Banking, Portfolio Management, Valuation, Due Diligence, Commercial Real Estate, Analysis, Financial Modeling, Finance
Education
Texas A&M University 2000 — 2003
Bachelor of Science (B.S.), Agribusiness/Agricultural Business Operations
Glenmede May 2013 - Present
HighPoint Solutions May 2012 - May 2013
BNY Mellon May 2006 - May 2012
TD Waterhouse Group, Inc January 2005 - April 2006
Fordham Financial Management January 2004 - December 2004
Skills
MIS, Banking, Investments, Team Management, Mutual Funds, Portfolio Management, Customer Service, Microsoft Office, Credit, Vendor Management, Strategic Financial..., Microsoft Excel, Financial Analysis, Insurance, Equities, Accounting, Capital Markets, Loans, Financial Modeling, Wealth Management, Statistics, Six Sigma, PMP, Risk Analysis, Derivatives, Investment Brokerage, RIAs, SharePoint, Business Analysis, SDLC, Fixed Income, Finance, Project Management, Management, Financial Services, Risk Management, Process Improvement, Leadership
Education
The College of New Jersey
Bachelor’s Degree, Philosophy
Houston ISD September 2009 - Present
AIG SunAmerica Asset Management Co October 2008 - December 2008
BNY Mellon June 2007 - July 2008
Invesco Aim November 1999 - June 2007
Skills
SAP, SAP Portal, Microsoft Office, Microsoft Excel, Microsoft Word, PeopleSoft, Application Extender, Microsoft Office 2007, Accounting, Financial Accounting, Fund Accounting, Federal Grants..., Banking, Mutual Funds, Financial Reporting, Financial Analysis, General Ledger, Tax
Education
University of Phoenix 2005 — 2007
Master's of Business Administration (MBA)
Texas Southern University
Bachelor's of Business Administration (BBA)
BlackRock April 2013 - Present
BNY Mellon October 2010 - March 2013
Skills
Mutual Funds, Financial Accounting
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Management Information System
Google January 2015 - Present
Google June 2014 - January 2015
Google June 2013 - May 2014
Deloitte Consulting June 2012 - August 2012
Startup America Partnership August 2011 - December 2011
BNY Mellon May 2011 - August 2011
Skills
Research, Strategic Communications, Management, Analysis, Leadership, Marketing, Finance, Entrepreneurship, Investments, Market Research, Portfolio Management, Strategy
Education
The George Washington University - School of Business 2009 — 2013
University Honors Program; Bachelor of Business Administration, Finance and Economics
Autonomous University of Barcelona 2012 — 2012
International Economics
Princeton High School 2007 — 2009
StreetWise Partners March 2013 - Present
Sausage Stop/ Tucker'z March 2006 - Present
CareFirst BlueCross BlueShield July 2003 - August 2005
BNY Mellon February 1994 - August 2003
Skills
Benefits Administration, Customer Service, Customer Satisfaction, ICD-10, Microsoft Office, Microsoft Excel, Operations Management, Event Planning
Education
The College of New Jersey 1990 — 1994
Bachelor's degree, Sociology
Lincoln High School 1986 — 1990
Diploma, Education
BNY Mellon September 2015 - Present
Newbold Advisors August 2012 - August 2015
Newbold Advisors April 2012 - August 2012
Newbold Advisors June 2011 - March 2012
Fannie Mae February 2010 - April 2011
Brass Real Estate Funds May 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Finance, Financial Reporting, Policy Writing, Portfolio Management, Analysis, Loss Mitigation, Consulting, Business Process..., Data Analysis, Project Management, Bankruptcy, Credit Analysis, Risk Management, Real Estate, Due Diligence, Mortgage Banking, Mortgage Lending, Process Improvement, Proficient in Spanish, Loans
Education
Texas A&M University - Mays Business School 2008 — 2009
Master of Real Estate, Real Estate
NOVADAQ January 2015 - Present
Karl Storz Endoscopy July 2010 - January 2015
Karl Storz Endoscopy March 2009 - June 2010
BNY Mellon March 2008 - January 2009
Skills
Medical Devices, Field Service, Capital Equipment, Operating Room, Urology, Product Launch, Troubleshooting, Cross-functional Team..., Surgical Instruments, Surgeons, Pharmaceutical Sales, Market Development, Orthopedic, Sales, Sales Operations, Surgery
Education
The Catholic University of America 2003 — 2007
BSBA, Accounting
Hampton High School 1999 — 2003
MUFG Americas March 2014 - July 2014
BNY Mellon October 2013 - February 2014
Capital Group September 2012 - June 2013
New American Funding January 2012 - June 2012
Logix Federal Credit Union (Formerly Lockheed FCU) March 2011 - December 2011
Aerospace Federal Credit Union July 2010 - March 2011
BNY Mellon December 2006 - April 2010
Quotemearate.com December 2005 - March 2006
Skills
Financial Analysis, Finance, Analysis, Budgets, Variance Analysis, Project Planning, Financial Statements, Banking, Credit Analysis, Credit, Loans, Portfolio Management, Account Reconciliation, Financial Reporting, Accounting, Investments, Financial Services, Management
Education
Texas Southern University 1997 — 1999
MBA, Master of Business Administration
University of Wisconsin-Milwaukee 1983 — 1987
BBA, Marketing / Industrial Relations
BNY Mellon March 2014 - Present
Texas Southern University May 2005 - July 2012
Texas Southern University 2005 - 2012
Primerica January 2001 - March 2009
Skills
Sales, Recruiting, Forecasting, Customer Service, Accounting, Public Relations, Data Analysis, Budgets, Financial Reporting, Public Speaking, Interviews, Analysis, Access, PowerPoint, Management, Finance, Program Management, Business Planning
Education
University of Houston 2008 — 2011
Post Bachelors, Certification in Public Accountancy
Texas Southern University 2001 — 2005
Master; Bachelor of Business Administration, Business Administration; Marketing
Barclays May 2015 - Present
BNY Mellon February 2014 - May 2015
Deloitte 1999 - February 2014
Skills
Derivatives, Securitization, Consolidation, IFRS, Financial Instruments, Hedging, SEC reporting, Financial Accounting, Auditing, Finance, Accounting, Financial Reporting, Valuation, US GAAP, External Audit, SEC filings, Revenue Recognition, FASB, GAAP, Financial Services
Education
University of Arkansas 1998 — 1999
Masters, Accountancy
Tennessee Technological University 1993 — 1997
Bachelor's of Science, Accounting
EDF Trading 2012 - 2013
BNY Mellon June 2008 - June 2010
Education
Texas A&M University
Bachelor's degree, Technology Management
BNP Paribas March 2015 - Present
BNP Paribas August 2013 - February 2015
BNY Mellon February 2011 - July 2013
Prudential Financial August 2010 - January 2011
Skills
Mutual Funds, Fund Accounting, Bloomberg, Derivatives, Internal Controls, Financial Accounting, client relationship..., Process Improvement &..., Operations Management, Cash Management, Position Reconciliation, Cash Reconciliation, Income Reconciliation, Bank Debt securities, Fixed Income Analysis, Operational Risk..., Portfolio Reconciliation, Corporate Actions, Claims Management, Team Leadership, Financial Analysis, Management, Finance, Microsoft Office, Banking
Education
Temple University - Fox School of Business and Management 2007 — 2010
Bachelor of Business Administration (BBA), Finance
BNY Mellon June 2014 - Present
M&A Team March 2013 - March 2013
Agricultural Bank of China June 2012 - August 2012
Daimler November 2011 - April 2012
NATIONAL SOCIAL SCIENCE FOUNDATION July 2011 - October 2011
Uni-Quantum Private Equity June 2011 - September 2011
Skills
Risk Management, R, Matlab, PowerPoint, Financial Analysis, Microsoft Excel, Eviews, Bloomberg Terminal, Capital IQ
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master's degree, Financial analysis and risk managment
University of International Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Economics
Oracle November 2014 - Present
Granite Telecommunications 2013 - 2014
BNY Mellon 2011 - 2013
Bank of America 2008 - 2011
Education
The College of Wooster 2004 — 2008
Bachelor of Arts (B.A.)
North Yarmouth Academy 2001 — 2004
BNY Mellon 2009 - Present
Adamson Brothers 2000 - 2006
Citibank 1997 - 2000
Skills
Banking, Securities, Trading, Financial Services, Corporate Actions, Customer Service, Financial Risk, Finance, Analysis, Options, Settlement, Payments, Sales, Time Management, Sales Operations, AML, Lean Six Sigma, Project Management, Back Office, Middle Office, Microsoft Office, Anti Money Laundering, Equities
Education
The American University in Cairo
Bachelor of Arts (B.A.), Economics
The American University in Cairo
Bachelor of Arts, Economics
Hamilton & Company October 2014 - Present
BNY Mellon June 2014 - October 2014
Leonard Brodsky & Associates, Inc. February 2014 - April 2014
Ameriprise Financial Services, Inc. June 2013 - April 2014
Maida Mackler, LLC January 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, Data Analysis, Equity Research, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Customer Service, English
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance Concentration
PNC March 2014 - Present
PNC March 2010 - March 2014
PNC 2008 - 2010
PNC 2006 - 2008
Investors Bank & Trust 2004 - 2006
BNY Mellon 2001 - 2003
BNY Mellon 2000 - 2001
State Street 1999 - 2000
Skills
Securities, Fixed Income, Settlement, Payments, Treasury Management, Portfolio Management, Equities, Capital Markets, SWIFT payments, Bloomberg, Back Office, Foreign Exchange, Investments, Currency, SWIFT messaging, Money Market, Global Custody, Middle Office, Treasury, Cash Management, Financial Risk, Banking, Bank Pledging, TBA Processing, Repo/Resale Transaction..., ACI-MTS, Sungard InTrader, BlackRock Aladdin
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA), Global Management
The College of Wooster 1988 — 1993
Bachelor of Arts (B.A.), History Major - Philosophy Minor
Western Reserve Academy 1987 — 1988
College Prep, College Preparatory and Advanced High School/Secondary Diploma Program
Loyola High School 1984 — 1987
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
BNY Mellon March 2015 - Present
BNY Mellon July 2011 - Present
Temple University January 2008 - June 2011
Wilke Subaru June 2007 - August 2007
Skills
Microsoft Office, Financial Accounting, Account Reconciliation, Superior Client Service, Organization, Event Planning, Recruiting, International Business, Economics, Accounting, Time Management, Financial Analysis, Data Entry, Banking, PowerPoint, Leadership
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor, International Business Administration, Economics
BNY Mellon December 2014 - Present
Citi May 2013 - May 2014
Wells Fargo August 2011 - April 2013
Skills
Cantonese, Mandarin
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor's Degree, International Business/Finance
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor's degree, International Business/Finance
Westchester Computer Consulting Inc March 2008 - Present
Sterling National Bank (formerly Provident Bank New York) June 2007 - July 2014
Columbia University in the City of New York January 2007 - May 2007
BNY Mellon January 2006 - January 2007
Skills
Network Administration, Citrix, Disaster Recovery, Servers, Microsoft Exchange, VPN, IT Management, VMware, Active Directory, ITIL, Windows Server, Technical Support, Operating Systems, IT Service Management, Windows 7, Network Design, Remote Infrastructure..., IT Strategy, Data Migration, VMware ESX, Cisco Routers, Cisco Technologies, Cloud Computing, SaaS, Document Management, Risk Assessment, Technical Computing, Risk Management, Network Engineering, Hyper-V, Group Policy, vSphere, Antivirus, Troubleshooting, SQL, Microsoft SQL Server, WiFi, Hosted Microsoft..., Project Management, Business Development, Social Networking, Business Networking, Remote Troubleshooting, Remote Monitoring, Business Partner..., Change Management, Business Analysis, Strategic Planning, Core Systems, Cloud Applications
Education
The College of Westchester 2003 — 2005
Associate's degree, Computer Network Administrator
The College of Westchester 2003 — 2005
Associate's degree, Computer Network Administration Applied Science
BNY Mellon May 2015 - Present
NRT October 2014 - April 2015
US Army April 2013 - April 2014
Stephen Gould February 2013 - April 2013
US Army December 2011 - November 2012
US Army November 2007 - December 2011
Skills
Russian, Cpr Certified, Public Affairs, Personal Training, GSA Contracting, Government Procurement, Purchase Management, Budget Monitoring, Team Leadership, Army, Leadership, Forecasting, Project Management, Project Coordination, Security Clearance, Training, Command, Military Operations, Military Logistics, Human Resources, Military, Military Training, Military Experience, Force Protection, Employee Training, Operational Planning, Operations Management, Organizational..., DoD, Special Operations, Afghanistan, Tactics, National Security
Education
The Chicago School of Professional Psychology 2013 — 2013
Master's degree, Industrial and Organizational Psychology
William Paterson University of New Jersey 2008 — 2011
Bachelor's degree, Psychology
Pequannock High School 2003 — 2007
High School Diploma
BNY Mellon December 2014 - Present
CBC Companies June 2014 - September 2014
State Farm Insurance September 2012 - May 2014
Louis Carter Industries May 2012 - September 2012
Skills
Property & Casualty..., Financial Analysis, Stock Market Analysis, Term Life Insurance, Permanent Life Insurance, Renters, Investments, Life Insurance, Homeowners, Insurance, Risk Management, Marketing, Market Research, Business Planning, Entrepreneurship, Microsoft Office, Microsoft Word, Social Media Marketing, Financial Services, Analysis, Mergers, Finance, Sales, Banking, Mergers & Acquisitions
Education
The Catholic University of America 2010 — 2014
Bachelor of Arts (B.A.), Public Finance, Political Science
oakton high school 2006 — 2010
BNY Mellon September 2013 - March 2015
Epic Integrated Services September 2012 - February 2013
Coastal Securities August 2009 - September 2011
JPMorgan October 2008 - June 2009
Skills
Finance, Loans, Microsoft Office, Interest Rate Swaps, Fixed Income, Investment Banking, Portfolio Management, Valuation, Securities, Due Diligence, Risk Management, Financial Modeling, Financial Analysis, Series 7, Series 63, Corporate Finance, Bonds, Energy, Start-ups, Natural Gas, Mergers, CRM, Accounting, Structured Finance, Financial Reporting, Financial Services, Capital Markets, Bloomberg, Credit Risk, Trading, Structured Products, Asset Allocation, Microsoft Excel, Leveraged Finance, Municipal Bonds, Venture Capital, Private Equity
Education
University of St. Thomas (TX) 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Texas A&M University 2004 — 2008
B.S., Economics
BNY Mellon May 2008 - Present
Russell Investment Group March 2003 - April 2008
Russell Investment Group September 1998 - March 2003
Frank Russell Company November 1993 - February 1996
Frank Russell Company 1993 - 1995
Frank Russell Company October 1991 - February 1993
AXA Equitable February 1989 - October 1991
Skills
Investments, Hedge Funds, Consulting, Financial Services, Portfolio Management, CRM, Asset Allocation, Asset Management, Asset Managment, Equities, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Fixed Income, Securities, Fund Of Funds, Investment Strategies, Series 7, Bloomberg, Risk Management, ETFs, Investment Advisory, Financial Risk, Pensions, Pension Funds, Capital Markets, Relationship Management, Valuation, Analytics, Institutional..., Market Risk, Performance Attribution, Performance Measurement
Education
CFA Institute 1995 — 1997
Passed Levels I & II, Investments and Securities
The American College 1989 — 1990
CLU, Insurance
University of Washington 1983 — 1987
BA, Business Administration, concentration in Finance
Asurion September 2013 - Present
BNY Mellon March 2013 - June 2013
Tennessee Orthopedic Alliance October 2011 - January 2013
Burrtech Corporation September 2010 - July 2011
Middle Tennessee State University 2011 - 2011
Red River Environmental 2010 - 2011
ADESA Auto Auction September 2009 - September 2010
RCG Network Engineering March 2007 - September 2009
RCGNE 2007 - 2009
RCGNE 2007 - 2009
Skills
Teamwork, Customer Service, A+ Certified, CompTIA, Dameware, Active Directory, Backup Exec, Laptops, Microsoft SQL Server, Dell Computers, Help Desk Support, Network Cards, Blackberry Enterprise..., Android, iOS, Sonicwall, Windows, Network+, Windows Server, Exchange 2010/2007/2003, Citrix, Hyper-V, Firewalls, XP, Windows XP, Microsoft Exchange, Technical Support
Education
Texas State Technical College 2001 — 2003
A.S., Computer Systems/Networking Tech
American Heart Association October 2013 - Present
Downtown Billings Rotary July 2012 - Present
Billings Studio Theatre July 2011 - Present
National Multiple Sclerosis Society, Greater Northwest Chapter March 2011 - September 2013
BNY Mellon July 2006 - March 2011
BNY Mellon Wealth Management July 2006 - March 2011
Sterling Savings Bank 1998 - 2006
Skills
Investments, Financial Analysis, Portfolio Management
Education
University of Pittsburgh 1999 — 2000
Semester At Sea
The Evergreen State College
Economics
Fortress Investment Group July 2015 - Present
JPMorgan Chase December 2011 - July 2015
Avelo Mortgage May 2011 - December 2011
BNY Mellon February 2006 - May 2011
SourceNet Solutions August 2002 - February 2006
Universal Computer Systems January 1998 - August 2002
Skills
Business Intelligence, Visio, Microsoft SQL Server, Process Improvement, Quality Assurance, Crystal Reports, Team Building, SQL Server Management..., IIS, Leadership, Management, Program Management, SDLC, Team Leadership, Visual Studio, Analysis, Business Analysis, MS Project, Project Management, Software Documentation, Training, Vendor Management
Education
DeVry University - Online 2010 — 2011
B.S, Technical Management (Business Information Systems), 3.75
Texas A&M University 1993 — 1997
Business Administration
Direct Energy September 2014 - Present
BNY Mellon May 2013 - August 2014
University of Tulsa July 2011 - August 2011
Bank of America April 2006 - April 2009
Texas State University February 2002 - May 2003
Dain Rauscher, Inc December 1998 - January 1999
Dain Rauscher, Inc June 1998 - July 1998
Skills
Financial Analysis, Credit Analysis, Credit Risk, Accounting, Financial Modeling, Analysis, Corporate Finance, Finance, Managerial Finance, Microsoft Excel, Business Analysis, Valuation, Risk Management, Financial Reporting, Financial Accounting, Data Analysis, Variance Analysis, Economics, Internal Controls, Financial Statements, Auditing, Cash Management, Account Reconciliation, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Financial Statement..., Statistics, Asset Management
Education
University of Tulsa 2009 — 2012
MBA/MSF, Risk Management
Texas State University 1999 — 2003
BBA, Finance, Accounting
BNY Mellon 2014 - Present
H.J. Heinz Company 2014 - 2014
United States Steel Corporation 2008 - 2014
PNC 2004 - 2008
United States Steel Corporation 2004 - 2004
United States Steel Corporation 2002 - 2004
United States Steel Corporation 1999 - 2002
United States Steel Corporation 1997 - 1999
Pennsylvania Public Utility Commission 1995 - 1997
Mellon Bank 1994 - 1995
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley, Variance Analysis, Accounts Payable, Accounting, Analysis, Process Improvement, Business Process, Financial Statements, Budgets, Financial Accounting, Financial Reporting, Finance, Financial Analysis, Management
Education
Robert Morris University 1990 — 1993
Bachelor of Science in Business Administration, Accounting, 3.96 / 4.00
The Culinary Institute of America
Visa September 2015 - Present
BNY Mellon November 2013 - September 2015
First Citizens Bank December 2012 - November 2013
Freudenberg IT July 2010 - September 2012
BNY Mellon June 2006 - May 2010
GTSI 2002 - 2006
Equant 2000 - 2002
Skills
Data Center, Disaster Recovery, Storage, HP, Windows, Operating Systems, Unix, Troubleshooting, Databases, Solaris, AIX, Hardware, System Administration, Servers, IBM AIX, SAN, Software Documentation, Linux, Security, HP-UX, Storage Area Networks, NetApp, VMware, Oracle, Management
Education
The George Washington University 1998 — 2000
Masters of Science, Management Information Systems, General, 3.9
Legal Hospice of Texas July 2014 - Present
DISYS June 2012 - February 2014
AllPlayers.com Inc September 2010 - December 2011
BNY Mellon January 2007 - September 2010
Skills
Public Speaking, MS Office Suite, Drupal, Sales, Marketing, Customer Service, Account Management, HTML, Team Building, Sales Management, Microsoft Office, Employee Relations, CSS, Web Development, Social Media, Social Networking, Change Management, Analysis, Operations Management, Team Leadership, Human Resources, Time Management, Technical Recruiting, Technical Support, Project Coordination, Project Planning, Media & Entertainment, Management, Training, Project Management, Leadership, Recruiting, Program Management, Vendor Management, SharePoint, Customer Satisfaction, Access, Performance Management, Organizational..., Event Management, Event Planning, Microsoft Excel, Public Relations, CRM, Fundraising
Education
Texas Tech University 1994 — 1998
Bachelor of Arts, Communications
Oklahoma Watch August 2014 - Present
BNY Mellon June 2013 - August 2013
Texas Christian University August 2009 - May 2013
Education
University of Oklahoma 2014 — 2016
Master of Arts (M.A.), Journalism
Texas Christian University 2009 — 2013
Bachelor of Arts, Film-TV-Digital Media
BNY Mellon October 1999 - Present
BNY Mellon April 1998 - October 1999
Skills
Identity Management, Strategic Thinking, Problem Solving, Information Security, Project Management, Business Analysis, Use Case, Business Requirements, Functional Requirements, SDLC, User Acceptance Testing, Regression Testing, Product Management, Business Transformation, Risk Governance, Access Control, Test Cases, Integration Testing, Distributed Systems, Proprietary Systems, Oracle Identity Manager, SailPoint, RBAC, ACF2, RSA SecurID, Web Development, HTML, JavaScript, ColdFusion, User Guide Creation, System Administration, Website Development, Provisioning, Process Engineering
Education
The College of Wooster 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
GUESS?, Inc. October 2013 - Present
Princess Cruises June 2012 - August 2012
Care USA August 2010 - 2011
EFG-Hermes April 2010 - July 2010
EFG-Hermes August 2006 - April 2010
Telecom Egypt February 2006 - August 2006
BNY Mellon October 2004 - May 2005
Skills
Corporate Finance, Financial Modeling, Investor Relations, Private Equity, Valuation
Education
UCLA Anderson School of Management 2011 — 2013
MBA
The George Washington University - School of Business
BBA, International Business
Signature Select Services October 2012 - Present
Salud Foundation October 2010 - Present
Signature Health Services - Houston January 2010 - Present
BNY Mellon September 2007 - May 2008
Enmon Accessories January 2000 - January 2006
Skills
Account Management, Business Development, Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Purchasing, Outlook, Team Building, Financial Accounting, Grant Writing, Grant Administration, Data Analysis, Healthcare, Data Entry, Event Planning, Team Leadership, Strategic Planning, Project Planning, Project Management, Public Speaking
Education
Texas A&M University 1998 — 2010
Economics, English, Business, Economics
Southlake Carroll High School 1994 — 1998
Hinds County School District August 2014 - Present
Teach For America August 2014 - Present
AECOM May 2013 - May 2014
American Planning Association November 2012 - January 2013
Mellon Capital Management June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Allegheny County May 2010 - August 2010
Skills
ArcGIS, Access, Community Outreach, Portfolio Management, Economic Development, SPSS, Credit Risk, Data Analysis, Transportation Planning
Education
The George Washington University 2009 — 2013
BA, Geography and Economics
London School of Economics and Political Science 2011 — 2012
General Course
BNY Mellon 2015 - Present
Hamilton Consulting November 2009 - February 2015
HEB November 2006 - October 2009
Dean Foods June 1991 - October 2006
Skills
Blowmold Operator, Forklift Operator, Plastics, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Marketing Strategy, Strategic Planning, Microsoft Office, Analysis, Customer Service, Forecasting, Supervisory Skills, Process Improvement, Management, Accounts Payable, Account Reconciliation, Financial Reporting, Financial Analysis, Auditing, Accounting, Accounts Receivable, General Ledger, Invoicing, Bookkeeping, Accruals, Fixed Assets, Journal Entries, Spreadsheets, Financial Statements
Education
University of Phoenix 2010 — 2014
Bachelor's degree, Accounting and Business/Management
Texas Southern University 1990 — 1991
none, Communication and Media Studies
Jones High School 1985 — 1990
Diploma
BNY Mellon CFO for US Asset Servicing business.Managing DirectorBNY MellonJanuary 2014 - Present
Mayr & Partner Entrepreneurial Services, Inc. December 1991 - November 1996
Skills
Financial Analysis, Strategic Planning, Business Planning, Operating Budgets, Financial Forecasting, Internal Controls, Mergers & Acquisitions, Customer Profitability, Financial Reporting, Business Strategy, Business Analysis, Management Accounting, Financial Accounting, Written & Oral..., product profitability, Managerial Skills, Leadership, Communication Skills, Financial Services, Asset Management, Financial Modeling, Risk Management, Management, Accounting
Education
The College of William and Mary - The Mason School of Business 1983 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services
Virginia Tech
Bachelor of Arts (BA)
Conair Corporation September 2014 - Present
American Water September 2006 - September 2014
American Water 2003 - 2006
Cargill 1998 - 2003
BNY Mellon 1994 - 1998
Skills
Treasury Management, Cash Management, Treasury, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Financial Reporting, Risk Management, Cash Flow, Accounting, Mergers, Managerial Finance, Process Improvement, Internal Controls, General Ledger, Strategic Financial..., SAP, Account Reconciliation, Finance, Banking, Capital Markets, Investments, Credit, Trade Finance
Education
Temple University - Fox School of Business and Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General, 3.96 G.P.A.
University of Delaware
Bachelor of Science in Business Administration (BSBA), Economics and Operations Management, 3.72 G.P.A.
BNY Mellon December 2012 - Present
Deutsche Bank 1995 - 2012
Chase Manhattan Bank November 1989 - February 1995
Skills
Artificial Intelligence, Project Management, People Management, Outsourcing Management, Electronic Funds..., SWIFT payments, Management, Risk Management, USD Funds Transfer, Product Management, Fedwire, CHIPS and SWIFT, Payments, Banking, Strategy, Operations Management, Treasury Management, Financial Services, FX Options, Business Analysis, SWIFT Payments, Vendor Management, Financial Risk, Investment Banking, Portfolio Management
Education
The Catholic University of America 1985 — 1989
Bachelor of Arts (BA)
BNY Mellon October 2013 - Present
Provident Funding Associates L.P. January 2013 - July 2013
Perry Ellis International October 2012 - December 2012
Texas A&M University Libraries 2011 - 2012
Clarion Shipping and Logistics May 2010 - July 2010
Lincoln Community Center September 2009 - May 2010
Skills
Microsoft Office, Cantonese, English, AutoCAD, Blender, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Customer Service, Corporate Finance, Critical Thinking, Windows, Portfolio Management, Data Analysis, Account Reconciliation, Loans, Mutual Funds, Real Estate, Financial Analysis, Trading, Financial Reporting, Finance, Banking, Risk Management, Financial Statements, Bloomberg, Analysis
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University - Mays Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Cypress Springs
BNY Mellon August 2014 - Present
Citco Fund Services August 2009 - August 2014
KPMG January 2006 - March 2009
Best Buy October 2004 - December 2005
Skills
Financial Reporting, Hedge Funds, US GAAP, Private Equity, CPA, Derivatives, Consolidation, CDS, Financial Statements, ASC 820, ASC 815, Credit Derivatives, Futures, Forwards, Equity Swaps, IFRS, GAAP, Auditing
Education
The College of New Jersey 2001 — 2005
BS in Accountancy, Accounting, Finance, Econ
BNY Mellon October 2013 - Present
Desert Designs May 2013 - October 2013
StandUp For Kids June 2011 - October 2013
Philly Temps & Perm February 2011 - May 2013
Phoenix PR Firm July 2010 - October 2010
Cameo Waterwear May 2008 - September 2008
Silver Marketing Group May 2008 - September 2008
Venice Art Tiles June 2008 - August 2008
Skills
Marketing, Marketing Communications, Marketing Strategy, Social Media, Microsoft Office, Customer Service, Photoshop, PowerPoint, Word, Dreamweaver, Illustrator, Adobe Creative Suite, Graphic Design, Flash, Writing, Web Design, Digital Photography, After Effects, Windows, Video Editing, Photo Editing, Mac, HTML, Fine Art, Microsoft Word
Education
Temple University - Fox School of Business and Management 2007 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Temple University - Tyler School of Art 2007 — 2013
Bachelor of Arts (B.A.), Digital Media
BNY Mellon August 2015 - Present
Fox Chapel Golf Club May 2010 - Present
BNY Mellon October 2013 - July 2015
BNY Mellon November 2010 - October 2013
The College of Wooster Athletics August 2009 - May 2010
The College of Wooster October 2007 - May 2010
Trau and Loevner Inc May 2009 - August 2009
Frank B. Fuhrer Wholesale Co May 2008 - August 2008
Skills
PowerPoint, Data Analysis, Accounting, Microsoft Excel, Management, Microsoft Office, Bloomberg Terminal, Account Management, Global Custody, Lotus Notes, Workbench, Microsoft Word, Lync, Bloomberg, Research, Teamwork, Finance
Education
The College of Wooster 2006 — 2010
Bachelor of Arts, Business Economics
The College of Wooster 2006 — 2010
Bachelor's degree, Business Economics
BNY Mellon May 2015 - Present
Texas Southern University 2009 - December 2010
Lycos Inc Houston. March 2009 - September 2010
Lycos Inc 2009 - September 2010
Texas Southern University September 2009 - May 2010
Bureau Veritas February 2009 - August 2009
capital one bank April 2006 - February 2008
GREEN MOUNTAIN ENERGY November 2004 - April 2005
Skills
Financial Analysis, Financial Modeling, Payroll, Financial Reporting, Analysis, Teamwork, Accounting, Budgets, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Training, Sales, Project Management
Education
Texas Southern University 2008 — 2010
MBA
University of Houston 1999 — 2003
BA, Economics
CBRE Clarion Securities September 2012 - Present
BNY Mellon May 2010 - July 2012
Diamond Rock LLC September 2009 - April 2010
Valley Forge Asset Management May 2008 - August 2008
Skills
Alternative Investments, Commercial Real Estate, International Real..., Bloomberg Terminal, Real Estate Economics, Investment Management, Mutual Funds, Series 7, Series 63
Education
Texas Christian University 2005 — 2009
B.S.
The College of Saint Rose June 2012 - Present
BNY Mellon July 2011 - May 2012
Skills
Inventory Management, Finance, Customer Service, Database Systems, Information Technology, Research, Microsoft Excel, Public Speaking, Business Process..., Management, Time Management, PowerPoint, Project Management, Nonprofits, Teamwork
Education
The College of Saint Rose 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
PILGRIMS PRIDE CORP August 2015 - Present
Michael E. DeBakey Institute August 2010 - Present
Texas A&M Health Science Center 2010 - 2014
Texas A&M University College of Veterinary Medicine May 2011 - August 2012
National Center for Emergency Medical Preparedness and Response August 2009 - August 2010
Houston Department of Health and Human Services May 2009 - August 2009
BNY Mellon 2006 - 2008
Skills
Zoonotic Diseases, Tropical Diseases, Emerging Infectious..., Public Health Emergency..., Veterinary Public Health, Environmental Toxicology, HAZWOPER, Mathematical Modeling, STELLA, Matlab, Statistical Data..., SAS, SPSS, Stata, NetLogo, GIS, Research, Grant Writing, Teaching, Public Speaking, Project Management, Leadership, International Business..., Financial Management, Accounting, Business Analysis, Employment Law, Microsoft Applications, Public Health
Education
Texas A&M University - School of Public Health 2010 — 2014
Doctor of Public Health (DrPH), Infectious Disease Epidemiology & Environmental Health
Texas A&M University - College of Veterinary Medicine and Biomedical Sciences 2010 — 2013
Fellowship, Biomedical Sciences & Biomedical Engineering
Texas A&M University System Health Science Center 2008 — 2010
Master of Public Health (MPH), Epidemiology & Biostatistics
Texas A&M University - Mays Business School 2001 — 2006
Bachelor of Business Administration (BBA), Finance, Management, and International Business
Université Robert Schuman (Strasbourg III) 2005 — 2005
International Business Certificate, EU Integration & International Finance
BNY Mellon June 2013 - Present
BNY Mellon October 2012 - June 2013
BNY Mellon September 2010 - October 2012
BNY Mellon August 2008 - September 2010
Skills
Financial Services, Banking, Finance, Risk Management, Financial Risk, Securities, Credit Analysis
Education
Texas A&M University-Commerce 2014 — 2018
Master of Science (MS), Accounting, concentrations in Tax and Financial Planning
Texas A&M University-Commerce 2014 — 2018
Master of Science (M.S.), Finance
University of Pittsburgh 2005 — 2013
BSBA, Accounting
BNY Mellon December 2014 - Present
BNY Mellon June 2013 - December 2014
BNY Mellon March 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Account Reconciliation, Financial Analysis, MS Project, Project Management, Mutual Funds
Education
Temple University - Fox School of Business and Management 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon July 2013 - Present
HBMJ Consulting June 2007 - July 2013
Performance Plus, Inc. May 2006 - May 2007
Bullrun Financial August 2005 - May 2006
Skills
Accounting, Integration, Hedge Funds, Bloomberg, Equities, Requirements Gathering, Business Analysis, Financial Reporting, Derivatives, Business Process, Fixed Income, Alternative Investments, SQL, RSL, G/L Reconciliations, P&L reconciliation, Prime Brokerage, Securities, Fund Accounting, Requirements Analysis, Trading Systems, Market Data, Financial Services, Trading, P&L Management
Education
The College of New Jersey 2003 — 2007
Bachlor of Science in Business Administration, Finance
BRHS 1999 — 2003
Putnam Investments September 1997 - Present
Justice Federal Credit Union August 1993 - May 1997
BNY Mellon September 1988 - July 1993
Skills
Mutual Funds, Call Centers, Customer Service, Financial Services, Time Management, Finance, Microsoft Excel, Insurance, Relationship Management, Investments, Employee Benefits, Sales, Outlook, Process Improvement, Teamwork, 401k, Loans, Securities, Series 6, Microsoft Office, Lotus Notes, Access, Call Center, Team Building, Microsoft Word, Risk Management, Retirement, Analysis, PowerPoint, Asset Allocation, Customer Satisfaction, Social Media, Account Management, Administrative..., Data Analysis, Strategic Financial..., Fixed Annuities, Coaching, Compliance, Business Analysis, Vendor Management, Client Service, Annuities, Customer Relations, Financial Planning, Excel, Word, Problem Solving, Mentoring, Administrative Support
Education
University of Maryland University College 1992 — 1997
MGA, financial management, 3.0
The George Washington University 1990 — 1992
Master's degree, Public Administration, 3.00(Did not finish)
University of Maryland College Park 1983 — 1988
B.A, Government & Politics, 2.74
ELEANOR ROOSEVELT SR HIGH SCHOOL 1980 — 1983
High School Diploma, none
ToutApp, Inc. June 2015 - Present
BNY Mellon Wealth Management February 2014 - May 2015
BNY Mellon December 2012 - February 2014
BNY Mellon October 2011 - December 2012
Wells Capital Management May 2009 - July 2009
Wells Capital Management May 2008 - July 2008
Skills
Business Development, Relationship Management, Marketing Strategy, Portfolio Management, Analysis, Financial Services, Risk Management, Cash Management, Sales, Social Media, Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Customer Service, Microsoft Office, Social Networking, Finance
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Finance, General
BNY Mellon June 2015 - Present
Staples August 2014 - April 2015
Dollar General September 2014 - December 2014
Bethlehem Centers of Nashville June 2013 - July 2014
Holly Street Daycare August 2012 - December 2012
Imagine International Academy of Mableton June 2010 - August 2011
Skills
Teaching, Microsoft Office, Lesson Planning, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Time Management, Public Speaking, Research, Critical Thinking, Customer Service, Teamwork, Event Planning, Social Networking, Leadership, Social Media
Education
Tennessee State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Information Systems
Tennessee State University 2011 — 2015
Business Information Systems
BNY Mellon December 2014 - Present
LA Fitness March 2014 - March 2015
Anytime Fitness January 2014 - February 2014
New York Life Insurance Company July 2011 - June 2013
Colonial Life October 2010 - August 2011
Fidelity Investments September 1999 - April 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Strategic Financial..., Health Insurance, Mutual Funds, Retirement, Investments, Employee Benefits, Term Life Insurance, Wealth Management, Sales, Personal Finance, Wealth, Financial Services, Estate Planning, 401k, Series 7, Series 6, Investment Advisory, Financial Advisory, Securities, Risk Management, IRAs, Small Business, Financial Planners, Series 63, Finance, Whole Life, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Variable Annuities, Asset Allocation, Critical Illness, FINRA, Investment Strategies, Pensions, Wealth Management..., Portfolio Management, Buy-sell Agreements, Asset Management, Income Protection, Relationship Management, Underwriting, Mortgage Lending, Series 24
Education
The American College 2012 — 2014
CLU, ChFC
Boston College June 2015 - Present
George Washington University June 2012 - May 2015
George Washington University August 2011 - May 2012
International Center Of Photography June 2011 - August 2011
George Washington University May 2010 - May 2011
George Washington University April 2010 - July 2010
Special Olympics Massachusetts August 2008 - November 2008
Federal Reserve Bank of New York July 2008 - August 2008
BNY Mellon July 2007 - August 2007
Skills
Microsoft Office, Excel, Customer Service, Word, InDesign, Photoshop, Graphic Design, HTML + CSS, French, Spanish, Phone Skills, Fundraising, Higher Education, Volunteer Management, Interviewing, Event Planning, Social Media, Non-profits, Training, Leadership, Nonprofits, Microsoft Excel, HTML
Education
The George Washington University - School of Business 2008 — 2009
Bachelor of Business Administration, Finance, Hospitality & Event Management, French Minor
The Governor's Academy 2004 — 2008
High School Diploma
Intergraph May 2015 - Present
Gaylord Entertainment Company July 2010 - May 2015
Schneider Electric September 2014 - December 2014
BNY Mellon May 2014 - August 2014
Tennessee Technological University September 2012 - May 2014
Skills
AngularJS, Protractor e2e, iOS Development, Swift, Agile Web Development, ASP.NET MVC, TypeScript, HTML5, Unit Testing, Cloud Computing, JIRA, Stash, Databases, Object Oriented Design, Research, Passion for Technology, Operating Systems, Powershell, Scripting, Java, PowerCli, Automation, Bash, Shell, Windows Server, SQL, Data Structures, Algorithm Design, VMware, Virtual Machines, OpenStack, C, C++ Language, Assembly Language, JavaScript, Computer Architecture, Calculus, Team Leadership, Time Management, Work Under Minimal..., Red Hat Linux, vSphere, Objective-C, Core Data, Xcode, C#, iPhone Application...
Education
Tennessee Technological University 2011 — 2015
Bachelor's Degree, Computer Science Software and Scientific Applications
Ted Kelley July 2002 - Present
Aesop Capital Partners LLC, The Cypress Funds, The Keck Foundation March 2000 - June 2002
Edgewood Management Company June 1998 - January 2000
Sun Valley Gold LLC June 1995 - December 1997
Buffalo Partners LLC, Tatonka Partners LLC June 1992 - May 1995
BNY Mellon January 1990 - May 1992
Bierbaum Martin Ltd January 1989 - December 1989
Skills
Equity Research, Derivatives, Special Situations, Proprietary Trading, Due Diligence, Equity Trading, Trading Strategies, Options, Mutual Funds, Long/Short Equity, Hedge Funds, Portfolio Administration, Offshore Administration, Prime Brokerage, Client Co-ordination, Electronic Trading, FX trading, Platform Integration, System Administration
Education
The George Washington University 1984 — 1988
Bachelor of Arts (B.A.), English Literature and Art History
Taft 1980 — 1984
Secondary School Degree, Liberal Arts and Sciences/Liberal Studies
VARIDESK June 2015 - Present
Gold SRD March 2015 - July 2015
Cutwater Asset Management January 2013 - August 2013
Wells Fargo - Corporate Trust Department November 2010 - November 2012
North Texas Tollway Authority October 2005 - October 2010
BNY Mellon March 2002 - October 2005
U.S. Trust Company July 1997 - March 2002
Enterprise Leasing Company of DFW July 1996 - June 1997
Skills
Investments, Bonds, Finance, Mutual Funds, Financial Analysis, Analysis, Banking, Training, Cash Flow, Budgets, Policy, Strategic Financial..., Customer Service, Financial Modeling, Auditing, Risk Management, Management, Procurement, Negotiation, Sales, Credit, Account Management, Leadership, Forecasting, Insurance, Relationship Management, Building Relationships, Financial Planning
Education
Texas Christian University 1992 — 1996
BS, Advertising/Public Relations
Regent's College 1995 — 1995
BNY Mellon January 2014 - Present
BNY Mellon May 2011 - December 2014
J.P. Morgan 2007 - 2011
Goldman Sachs June 1997 - August 2007
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets
Education
University of Cambridge 1996 — 2000
PhD, Econometrics
University of Cambridge 1995 — 1996
Master of Philosophy (M.Phil.)
The Australian National University 1984 — 1987
Bachelor of Economics
Santander Bank, N.A. July 2010 - Present
BNY Mellon August 2007 - January 2010
Arbor Commercial Mortgage January 2005 - August 2007
Bear Stearns October 2002 - August 2004
Investor Responsibility Research Center January 2001 - October 2002
Skills
Underwriting, Loans, Real Estate, Real Estate Economics, Due Diligence, Portfolio Management, Credit, Commercial Mortgages, Team Management, Mortgage Underwriting, Finance, Real Estate Financing, Commercial Real Estate, Mergers & Acquisitions, Loan Origination, Structured Finance, Financial Analysis
Education
The George Washington University
Bachelor of Arts and Science, Criminal Justice
BNY Mellon April 2015 - Present
Xtented Services January 2015 - April 2015
Texas A&M University-Commerce June 2014 - December 2014
Skills
Microsoft Office, Financial Analysis, Management, Microsoft Word, Analysis, Accounting, Microsoft Excel, PowerPoint, Gestion des risques, Recherche, Service client, Finance d'entreprise, Finance, Modélisation financière, Leadership, Analyse de données, Research, Corporate Finance, Risk Management, Financial Modeling
Education
Texas A&M University-Commerce 2013 — 2014
Master's degree, Finance, General, 3.69
2010 — 2011
Vita International, Inc. August 2013 - Present
Vita International, Inc. July 2012 - July 2013
BNY Mellon December 2011 - July 2012
BAE Systems November 2009 - November 2011
Texas Petroleum Investment Company May 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Pivot Tables, Vlookup, Process Improvement, Finance, Analysis, Business Development, Valuation, Cash Flow, Financial Modeling, Forecasting
Education
Texas State University 2005 — 2009
BBA, Finance
Investment Banking Institute 2014 — 2014
Financial Modeling and Valuation Training Program
BNP Paribas December 2012 - Present
Morgan Stanley January 2012 - September 2012
BNY Mellon November 2011 - January 2012
Credit Suisse September 2011 - October 2011
Barclays Capital April 2010 - September 2011
Goldman Sachs November 2009 - March 2010
Rabobank International May 2009 - October 2009
BNY Mellon December 2008 - April 2009
Barclays Capital April 2007 - December 2008
AXA Financial November 2004 - April 2007
Skills
Fixed Income, Equities, Product Control, Operations Control, P&L reconciliation, P&L Reporting, Account Reconciliation, Bank Reconciliation, Nostro Reconciliation, Tax Reporting, Private Banking, Asset Managment, Middle Office, Back Office, Credit Derivatives, Interest Rate..., Microsoft Excel, Financial Analysis, Vlookup, MS Excel Pivot Tables, Interest Rate Swaps, Financial Risk, Securities, Trading, Prime Brokerage, Capital Markets, General Ledger, Balance Sheet, Derivatives, Asset Management
Education
The College of New Jersey 1999 — 2003
Bachelor of Science, Business Administration; Finance
Clifton High School 1995 — 1999
BNY Mellon February 2015 - Present
KPMG July 2007 - November 2014
Vanguard January 2006 - July 2007
Vanguard January 2005 - December 2005
Vanguard January 2004 - December 2004
Vanguard June 2002 - December 2003
Vanguard September 2000 - June 2002
Wells Fargo January 2000 - September 2000
Wells Fargo April 1999 - December 1999
Skills
Enterprise Risk..., Investment Management, Process Improvement, Finance, Equities, Securities, Portfolio Management, Securities Lending, Risk Management, Financial Services, Wealth Management, IT Project..., Capital Markets, Cross-functional Team..., Management, Strategy, Financial Analysis, Financial Modeling, Investments, Banking
Education
University of Delaware 1994 — 1998
Bachelor's Degree, B.S. Business Administration, Operations & Marketing
Temple University - Fox School of Business and Management 2000 — 2003
Master of Business Administration (MBA), Finance
East West Bank June 2014 - Present
BNY Mellon September 2006 - June 2014
Countrywide Mortgage Services October 2004 - April 2006
Skills
Portfolio Management, Loans, Capital Markets, Human Resources, Financial Analysis, Finance, Time Management, Financial Modeling, Microsoft Office, Marketing, Forecasting, Financial Services, Investments, Credit Analysis, Credit, Fixed Income, Banking, Bonds, Valuation
Education
Texas Tech University - Rawls College of Business 2010 — 2012
Executive MBA
Texas Tech University 1995 — 2001
BBA, Finance
TD August 2015 - Present
BNY Mellon April 2013 - August 2015
Bloomberg LP 2013 - 2013
Biltmore Capital Advisors January 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Investments, Corporate Finance
Education
The College of New Jersey 2008 — 2012
Bachelor's degree, Finance
BNY Mellon 2012 - Present
BNY Mellon 2010 - Present
JPMorgan Chase & Co. 2006 - 2010
Skills
Bank Reconciliation, Business Continuity..., Business Impact Analysis, Quality Assurance, Project Management, Recovery Strategies, Risk Management, SharePoint, Banking, Business Analysis, Customer Service, Financial Risk, Financial Services, Process Improvement, Program Management, Testing, Management, Business Continuity, Analysis, Business Process..., Financial Analysis, Portfolio Management, Strategic Planning
Education
Texas Tech University
Bachelor of Business Administration (BBA), Business Administration and Management, General
BNY Mellon August 2013 - Present
King Investment Advisors, Inc. February 2011 - January 2013
BNY Mellon January 2007 - February 2011
Skills
Bloomberg, Customer Relations, Microsoft Office, Client Service, Financial Reporting
Education
Texas A&M University 1996 — 2000
Bachelor of Science, Political Science
CIT December 2014 - Present
UASG Advisors July 2013 - December 2014
Centers for Medicare & Medicaid Services (CMS) Innovation Center March 2013 - December 2013
Smithfield Foods August 2012 - July 2013
College of William and Mary August 2011 - May 2012
The Dairy Farmers of America May 2011 - August 2011
Morgan Stanley March 2009 - July 2010
Morgan Stanley October 2007 - March 2009
BNY Mellon August 2005 - October 2007
Skills
Financial Analysis, Relationship Management, Data Analysis, Valuation, Forecasting, PowerPoint, Corporate Finance, Portfolio Management, Microsoft Excel, Public Speaking, Analysis, Cross-functional Team..., Strategy, Management, Analytics, Strategic Partnerships, Marketing Strategy, New Business Development, Marketing
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
MBA, Brand Management, Entrepreneurship
Towson University 2002 — 2005
Bachelor of Science, Economics
BNY Mellon February 2004 - Present
Medplus, a Quest Diagnostics Company May 1999 - February 2004
Skills
Unix, Eclipse, Web Services, C++, SDLC, C, Java Enterprise Edition, Oracle, Spring, Linux, Java, Integration, Hibernate, Web Applications, JavaScript, Spring Framework
Education
The College of Wooster 1995 — 1999
Bachelor of Arts, Computer Science and English
Training and Certification
BNY Mellon October 2013 - Present
Axiom March 2013 - October 2013
Middle East and Asia August 2011 - August 2012
Qatar Foundation International April 2009 - July 2011
U.S. Qatar Business Council January 2009 - June 2009
The Park at Fourteenth September 2007 - March 2008
Washingtonpost.Newsweek Interactive 2006 - 2007
Atid-EDI June 2006 - August 2006
The Office of Representative Debbie Wasserman Schultz 2005 - 2006
Skills
Strategic Partnerships, Public Relations, International Relations, Marketing, Social Networking, Social Media, Event Planning, Program Management, Project Planning, Fundraising, Corporate Communications, Management, Socially Responsible..., Impact Investing
Education
The George Washington University 2005 — 2009
BA, Marketing, Semitic Languages
The George Washington University - School of Business 2005 — 2009
Bachelor of Arts (BA), Marketing
DB Strategic Partners, LLC January 2015 - Present
ExpeditionLife.org January 2015 - June 2015
BNY Mellon February 2011 - June 2014
Bank of New York Mellon January 2008 - February 2011
Bank of New York Mellon October 1999 - January 2008
The Northern Trust Company July 1996 - October 1999
Corestates March 1996 - June 1997
CoreStates Financial Corporation June 1991 - June 1996
The College of New Jersey May 1989 - May 1991
Skills
Cash Management, Risk Management, Financial Analysis, Credit, Customer Relations, Business Relationship..., New Business Development, Product Development, Innovation Management, Change Management, Team Leadership, Business Planning, Portfolio Management, Business Development, Strategic Planning, Customer Service, Cross-functional Team..., Strategy, Management, Commercial Banking, Negotiation, Market Research, Investments, Financial Services, Training, Sales, Process Improvement, Mutual Funds, Mergers & Acquisitions, Asset Managment, Business Analysis, Securities, Vendor Management, Financial Modeling, Marketing, Corporate Finance, Treasury Management, Relationship Management, Banking, Business Process..., Business Strategy, Capital Markets, Selling, Executive Management, Entrepreneurship, Finance, Outsourcing, Fixed Income
Education
The College of New Jersey 1987 — 1991
BS, Finance
BNY Mellon May 2015 - Present
BNY Mellon April 2012 - Present
The Bank of New York Mellon February 2006 - June 2012
JPMorgan Chase January 2005 - February 2006
TD Securities July 1998 - October 2004
JPMorgan Chase Bank, N.A. 1994 - 1998
Skills
Investments, Loans, Trading, Capital Markets, Portfolio Management, Fixed Income
Education
Texas A&M University 1989 — 1990
Business
North Shore High School
University of Maryland University College January 2014 - June 2014
TriParatus Consulting August 2009 - November 2013
Kellogg School of Management March 2013 - August 2013
Kellogg School of Management October 2012 - March 2013
Kellogg School of Management June 2012 - September 2012
Harley-Davidson Financial Services January 2010 - May 2011
Reliant Energy February 2008 - November 2008
BNY Mellon January 2007 - June 2007
Chicago Sun-Times 2007 - 2007
Zorro Consulting September 2002 - December 2006
Skills
Management Consulting, Program Management, Project Management, Business Process..., SDLC, Management, Risk Management, Change Management, Project Portfolio..., Process Improvement, Cross-functional Team..., Strategy, PMO, Consulting, Business Process, Business Transformation, Leadership, Business Analysis, Business Intelligence, Requirements Gathering, Vendor Management, Integration, CRM, Requirements Analysis, ERP, IT Management, Software Project..., Information Technology, Visio, Governance, Analysis, Business Process..., Process Engineering, Business Process Design, Analytics, Financial Services
Education
Texas A&M University - Mays Business School 1984 — 1990
BBA, Management, Accounting
University of Maryland University College 1998 — 1999
MS, Technology Management
BNY Mellon July 2012 - Present
Credit Suisse LLC July 2008 - June 2012
Skills
Signal Processing, C++, Probability, Fixed Income, Derivatives, Investment Banking, Bloomberg, Equities, C#, Financial Modeling, Valuation, Capital Markets, Business Analysis, Portfolio Management, Trading Systems, Hedge Funds, Emerging Markets, SQL, VBA
Education
The Cooper Union for the Advancement of Science and Art 2004 — 2008
Bachelor's, Electrical Engineering
BNY Mellon September 2013 - Present
BNY Mellon June 2011 - Present
BNY Mellon April 2008 - July 2011
John Hancock March 2007 - December 2007
Skills
Client Facing Skills, Municipal Bonds, Portfolio Management, Investment Management, Bonds, Fixed Income, Equities, Trading, Investments, Asset Management, Securities, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Bloomberg, Hedge Funds
Education
The George Washington University 2002 — 2006
Bachelor of Arts (BA), Economics
BNY Mellon September 2015 - Present
BNY Mellon December 2011 - August 2015
BNY Mellon April 2008 - December 2011
State Street Corporation February 2006 - March 2008
Matrix Capital Group 2005 - 2006
Education
Temple University - Fox School of Business and Management 2002 — 2004
BBA, Finance
Cefam, Lyon School of Management, France 2000 — 2004
BA, International Business
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
BNY Mellon September 2013 - Present
Bank of New York Mellon June 2010 - September 2013
The Bank of New York Mellon August 2008 - June 2010
Active Spectrum May 2006 - August 2008
Freddie Mac May 2007 - August 2007
Council of Institutional Investors June 2006 - August 2006
Skills
Nonprofits, Financial Services, Bloomberg, Wealth Management, Corporate Finance, Finance, Financial Analysis
Education
The George Washington University 2004 — 2008
BS, Economics, French Language and Literature
Family Office October 2013 - Present
Greer & Associates June 2008 - September 2013
Bear Stearns December 2005 - June 2008
Bear Stearns April 2003 - November 2005
BNY Mellon July 2002 - April 2003
Skills
Certified Financial..., Strategic Financial..., Estate Planning, Securities, Investments, Alternative Investments, FINRA, Family Office, Financial Services, Estate Tax Planning, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Asset Managment, Investment Advisory
Education
New York University SCPS 2008 — 2009
Certificate in Financial Planning
The College of New Jersey 1998 — 2002
BNY Mellon April 2013 - Present
J. P. Morgan April 2009 - April 2013
Bessemer Trust January 2005 - December 2008
US Trust September 1998 - December 2005
Harris Bank June 1991 - August 1998
Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking
Education
The George Washington University - School of Business 1981 — 1985
MBA, Finance
University of Nebraska at Omaha 1971 — 1975
BA, General Science/Pre-Med/Biology
Noble Energy July 2015 - Present
Rosetta Resources May 2014 - July 2015
Swift Energy Company June 2012 - May 2014
El Paso May 2008 - June 2012
El Paso May 2008 - October 2011
BNY Mellon 2007 - 2008
Skills
Risk Management, Treasury, Financial Analysis, Natural Gas, Sarbanes-Oxley Act, Cash Management, Finance, Financial Modeling, Variance Analysis, Accounting, Cash Flow, Due Diligence
Education
Texas A&M University 2000 — 2005
Bachelor of Science (B.S.), Business Administration
ADP March 2015 - Present
Global Custom Commerce 2013 - March 2015
BNY Mellon August 2006 - January 2013
HP 2000 - 2006
Dell 1998 - 2000
Skills
Access, Business Analysis, Data Analysis, Process Improvement, Analysis, Microsoft Office, Project Management, Microsoft Excel, Microsoft SQL Server, EDI, MapForce, XML Spy, XML Schema, XML, SSIS, SQL, Agile Methodologies, Integration, Requirements Analysis, SDLC, SharePoint, Software Development, Vendor Management
Education
University of Phoenix 2003 — 2006
Bachelor of Science (B.S.), Information Technology
Texas State Technical College Waco 1996 — 1998
Associate of Science (A.S.), Computer Networking and Systems Administration
BNY Mellon January 2013 - Present
Lockwood Advisors, Inc. November 2005 - December 2012
Towers Perrin 1996 - 2005
Education
Temple University - Fox School of Business and Management 1996 — 1999
MBA, Finance
Villanova University 1991 — 1995
B.S., Finance
Wells Fargo August 2015 - Present
Federal Aviation Administration March 2015 - June 2015
PennDOT (Pennsylvania department of Transportation) April 2014 - February 2015
Verizon December 2012 - March 2014
JPMorgan Chase February 2012 - November 2012
State Farm April 2011 - December 2011
BNY Mellon July 2010 - March 2011
Dell February 2008 - June 2010
WellPoint May 2006 - April 2007
Skills
WebSphere SOA admin, WebSphere BPM, Websphere, WebSphere Application..., AIX, Unix Shell Scripting, Red Hat Linux, Middleware, Oracle, IBM HTTP Server, Apache, Siteminder, WebSphere Application..., WebSphere Portal Server..., Jython Scripting, IBM BPM, SOA, Tomcat, JMS, Java, IBM AIX, Shell Scripting, Java Enterprise Edition, Solaris, Unix, WebSphere, Databases
Education
Texas State University-San Marcos 2006 — 2007
Master's Degree, Computer Science
Kakatiya Institute of Technology and Sciences 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science
Florida Department of Children and Families August 2015 - Present
New York Life Insurance Company January 2014 - June 2014
Xylem Inc. October 2013 - January 2014
BNY Mellon January 2013 - October 2013
MAXIMUS/NYC Dept of Education June 2009 - January 2013
Citigroup August 2008 - May 2009
Morgan Stanley / Times August 2007 - August 2008
Standard and Poor’s/McGraw Hill September 2006 - June 2007
S.E. Cline Construction, Inc January 2003 - January 2006
Skills
Outlook, Travel Arrangements, Spreadsheets, Lotus Notes, Microsoft Excel, Office Management, Microsoft Office, File Management, Database Administration, Workshop Facilitation, Customer Service, Process Scheduler, SharePoint, Microsoft Office..., Facebook, Twitter, Travel, Concur, Project Management, Time Management, Software Documentation, Management, Invoicing, Administration, Telephone Skills, Analysis
Education
College of New Rochelle 2013 — 2016
Bachelor of Arts (B.A.), Public Administration, 4.0
BNY Mellon May 2008 - Present
Citi January 2005 - April 2008
Dreyfus July 1999 - January 2005
Dreyfus April 1997 - July 1999
Skills
Event Management, Corporate Events, Event Planning, Marketing Communications, Financial Services, Trade Shows, Meeting Planning, Sponsorship, Strategy, Management, Budgets, Public Relations, Marketing Strategy, Strategic Planning, Marketing
Education
The Catholic University of America 1989 — 1993
Bachelor's degree, History
McConnell & Jones CPAs June 2009 - Present
BNY Mellon 2006 - 2008
JP Morgan Chase 1998 - 2006
Vogel CPAs, PC 1997 - 1998
KPMG 1995 - 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Leadership, Financial Analysis, Financial Reporting, Risk Management, Auditing, Financial Modeling, Structured Finance, Accounting, Management, Tax, Finance, Financial Accounting, CPA, Financial Services, SEC Filings
Education
Texas Tech University
BBA & BA, Accounting & History
Delaware Investments July 2010 - Present
US Army September 1991 - Present
BNY Mellon October 2007 - June 2010
Education
Temple University - Fox School of Business and Management 1996 — 1999
Bachelor's degree, International Business, Finance, 3.5
BNY Mellon October 2006 - 2013
JPMorgan Chase June 1996 - October 2006
Skills
Portfolio Management, Training, Financial Services, Fixed Income, Banking, Securities, Leadership, Mutual Funds, Analysis, Finance, Business Development, Employee Engagement, Strategy, Structured Finance, Investments, Risk Management, Equities, Management
Education
Texas A&M University 1992 — 1996
B.A., Communications & Marketing
BNY Mellon February 2012 - Present
Virtus Partners, LLC November 2010 - February 2012
RBC April 2007 - November 2010
Bank of New York 2006 - 2007
JP Morgan Chase 2002 - 2006
Stewart & Stevenson 1989 - 2002
Skills
Financial Analysis, Banking, Customer Service, Microsoft Office, CDO Suite, Wall Street Office, Wall Street, CDO, Loans, Risk Management, Credit, Portfolio Management, Fixed Income, Bloomberg, Structured Finance, Derivatives, Asset Management, Hedge Funds, Financial Modeling, Credit Analysis
Education
Texas State Technical College 1985 — 1988
Computer Science
BF Terry High School
BNY Mellon November 2014 - Present
Park Avenue Securities July 2014 - January 2015
Merrill Lynch April 2010 - August 2013
Pershing, a BNY Mellon company August 2000 - August 2004
Skills
Customer Service, Strategic Planning, Public Speaking, Team Building, Microsoft Office, netx360, Research, Nonprofits, Leadership Development, Coaching, Actimize, Staff Development, Leadership, Entrepreneurship, Banking
Education
The General Theological Seminary 2004 — 2007
Masters of Divinity, Religious/Sacred Music
Bernard Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Operations Management and Supervision
Oueen's Royal College 1982 — 1990
Canbridge university "A lever" highschool certificate, Economics and Business studies.
The Depository Trust & Clearing Corporation August 2015 - Present
The Depository Trust & Clearing Corporation January 2014 - Present
BNY Mellon April 2011 - January 2014
AIG December 2009 - April 2011
UBS Wealth Management December 2006 - April 2009
HealthMarket June 2003 - December 2006
Citigroup June 2002 - June 2003
UBS Investment Bank May 2000 - December 2001
Bank Austria Creditanstalt d.d. Ljubljana 1999 - 2000
Skills
Derivatives, Financial Risk, Credit Risk, Project Management, Microsoft Excel, Ad Hoc Reporting, CFTC, Dodd-Frank, Reporting, Process Improvement, Policies & Procedures..., FpML, Repository, Health Insurance, Collateral, Collateral Management, Credit Monitoring, Financial Services, Middle Office, Underwriting, Time Management, Risk Management, Equities, Credit, Business Analysis, Analysis, Financial Analysis, Portfolio Management, Hedge Funds, Loans, Finance, Trading, Options, Settlement, Access, Accounting, Fixed Income, Software Documentation, Insurance, Bonds, FX Options, Account Reconciliation, Bloomberg, Financial Modeling, Banking
Education
College of New Rochelle
Bachelors of Science
Morgan Stanley November 2014 - Present
BNY Mellon April 2012 - October 2014
Citigroup January 2009 - April 2012
Centro Properties Inc 2008 - 2009
Morgan Stanley 2005 - 2008
United Corporate Services 2005 - 2005
CT Corporation 2003 - 2004
Skills
Corporate Governance, Litigation, Document Review, Legal Research, Corporate Law, Legal Assistance, Litigation Support, Governance, Microsoft Office, Banking, Securities Regulation, Westlaw, Legal Compliance, Legal Writing
Education
The George Washington University 2009 — 2011
Masters, Paralegal Studies
University at Buffalo 1999 — 2002
Bachelor of Arts, Political Science
Rio Midstream Partners LLC October 2012 - Present
Societe Generale July 1995 - August 2012
Brown & Root 1991 - 1995
BNY Mellon 1987 - 1991
Skills
Project Finance, Valuation, Corporate Finance, Reservoir Engineering, Financial Modeling, Investment Banking
Education
University of Houston 1985 — 1987
MBA, Finance
Texas A&M University 1974 — 1978
BS, Mechanical Engineering
VSL Partners May 2014 - Present
Skyline Advisors 2013 - Present
BNY Mellon 2010 - 2013
US Trust, Bank of America Private Wealth Management 2006 - 2008
Harris myCFO 2003 - 2006
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Private Equity, Investment Advisory, Capital Markets, Venture Capital, Wealth Management..., Asset Management, Investment Management, Options
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Economics
The George Washington University 1984 — 1986
BBA, Finance and Economics
SunTrust July 2013 - Present
BNY Mellon September 2012 - July 2013
Texas Tech University August 2007 - September 2012
Rasanet Construction March 2010 - December 2010
Skills
R, SAS, Matlab, Stata, Maple, Microsoft Office, Java, Perl, HTML, Software, Bloomberg, Statistics, CRSP, Data Analysis, Compustat, Data Mining, LaTeX, Monte Carlo Simulation, Time Series Analysis, Statistical Modeling, Basel II, Credit Risk, Market Risk, Operational Risk, Applied Mathematics, Numerical Analysis, Econometrics, Finance, Quantitative Analytics, Options, SAS programming, Equities, Quantitative Finance, Valuation, Financial Risk, VBA, Economics, Predictive Modeling, Financial Modeling, Macroeconomics, Modeling, Credit, Derivatives, SPSS, Fixed Income
Education
Texas Tech University 2008 — 2012
Doctor of Philosophy (PhD), Agricultural and Applied Economics
Texas Tech University 2008 — 2010
M.S., Finance
Texas Tech University 2005 — 2007
M.S., Mathematics and Statistics
State University of New York at Albany 2000 — 2004
B.S., Computer Science
BBVA Compass January 2010 - Present
The Corpus Christi Army Depot April 2009 - December 2009
Landmark Valley Homes July 2008 - April 2009
BNY Mellon November 2006 - July 2008
JPMorgan Chase September 2003 - November 2006
Precision Records April 2003 - September 2003
TD October 2000 - December 2002
Calling Solutions March 1999 - August 2000
Skills
Banking, Mortgage Lending, Loans, Finance, Credit, Access
Education
Texas A&M University-Kingsville 1994 — 2000
Bachelor of Business Administration (BBA), Marketing
BNY Mellon March 2009 - Present
BNSF Railways May 2008 - August 2008
Convergys July 2004 - January 2008
Georgia Departments of Transportation May 2006 - August 2006
Education
Texas Tech University
B.S., Industrial Engineering
Dartmouth College February 2010 - June 2011
BNY Mellon June 2007 - December 2009
Solomon Page Group January 2007 - May 2007
Albemarle Interim Management, U.K 2005 - 2006
Volta River Authority 1999 - 2003
Skills
Financial Analysis, Financial Reporting, Budget, Forecasting, Cash Flow Forecasting, Financial Statement..., Fund Accounting, Mutual Funds, ETFs, Account Reconciliation, General Ledger, General Accounts, Variance Analysis, Performance Measurement, Fixed Assets, Money Market Funds, Investment Analysis, Financial Modeling, Managerial Finance, Budgets
Education
The Chartered Institute of Management Accountants 2007 — 2010
ACMA, Management Accounting
University of Ghana 1993 — 1997
BA, Economics
Holy Child School 1985 — 1992
BNY Mellon January 2007 - September 2012
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance
Pershing, a BNY Mellon company August 2015 - Present
Advertising Specialty Institute February 2013 - Present
Advising R Us February 2011 - December 2012
Trion Group, a Marsh & McLennan Company April 2010 - February 2011
BNY Mellon January 2008 - April 2010
Northeast Furniture, Inc December 2000 - December 2007
Skills
Finance, Analysis, Analytics, Financial Analysis, Financial Reporting, Corporate Finance, Market Analysis, Web, Web Analytics, reporting, SQL, Query, Stored Procedures, Data Analysis, investment reporting, Market Research, Online Marketing, Direct Marketing
Education
Temple University - Fox School of Business and Management 2004 — 2006
Finance, Finance
Temple University - Fox School of Business and Management 2004 — 2006
BBA, Finance
Stage Stores September 2013 - Present
BNY Mellon September 2012 - September 2013
National Appraisal Partners January 2011 - September 2012
BBVA Compass May 2009 - November 2010
New York & Company October 2007 - May 2009
Bandolino September 2005 - May 2006
Skills
Real Estate, Retail, Selling, Market Analysis
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor's, Finance
BNY Mellon November 2003 - Present
Bloomberg LP March 1989 - October 2003
Skills
Equities, Bloomberg, Fixed Income, Bloomberg Terminal, Securities, Financial Analysis, Back Office, Market Data, Financial Markets, Capital Markets, Corporate Actions, Alternative Investments, Asset Management, Bonds, Derivatives, Electronic Trading, Equity Research, FX Options, Financial Services, Fund Accounting, Hedge Funds, Investment Banking, Middle Office, Mutual Funds, Options, Portfolio Management, Series 7, Trading, Trading Systems, Credit Derivatives, ETFs, Equity Derivatives
Education
The College of New Jersey 1983 — 1988
Bachelor of Science (BS), Finance, General
BNY Mellon September 2014 - Present
Financial Services and Investment Management April 2013 - August 2014
BNY Mellon May 1998 - March 2013
New York Life Insurance Company August 1990 - May 1998
Dreyfus May 1989 - August 1990
Skills
Financial Analysis, Equities, Fixed Income, Mutual Funds, Securities, Financial Modeling, Asset Management, Investments, Derivatives, Portfolio Management, Financial Reporting, Fund Accounting, Accounting, Financial Services, Bloomberg, Capital Markets, ETFs, Alternative Investments, Fund Of Funds, Fund Administration, Corporate Actions, Investment Management, Global Custody, Middle Office, Back Office, Series 7, Securities Lending, FINRA, Bloomberg Terminal, Financial Markets, Financial Risk, Asset Allocation, FX Options, Valuation, Trading
Education
Texas Tech University - Rawls College of Business 1986 — 1989
Bachelor of Business Administration, Accounting
Texas State University January 2015 - Present
BNY Mellon July 2011 - April 2014
Skills
Java Enterprise Edition, Struts, SQL, JavaScript, Java, Servlets, JSP, C, Oracle, HTML, Linux, PL/SQL, XML, Eclipse, MySQL, Hibernate, Web Services, Data Structures, Web Applications, Unix, Weblogic, R, Spring Framework, C++, jQuery, JSON, Object Oriented Design, Requirements Analysis, Backbone.js, DB2
Education
Texas State University 2015 — 2016
Master's degree, Computer Science
University of Pune 2008 — 2011
Bachelor of Engineering (B.E.), Information Technology
Maharashtra State Board Of Technical Education. 2005 — 2008
Diploma, Information Technology
Little Flower Convent High School
Oildex June 2015 - Present
ADP September 2014 - June 2015
ADP September 2013 - September 2014
ADP February 2012 - September 2013
BNY Mellon August 2011 - February 2012
SourceNet Solutions February 2005 - August 2011
SourceNet Solutions March 2003 - February 2005
Skills
Accounts Payable, Business Process, Vendor Management, Strategic Planning, Business Process..., Product Development, Marketing, Budgets, Management, Business Analysis, Salesforce.com, Process Improvement, Analysis, Sales, Leadership, SaaS, Project Management, Program Management, Customer Service
Education
Texas A&M University
BA, American Studies
CITCO Fund Services April 2013 - Present
Citigroup January 2011 - April 2013
Citigroup May 2007 - December 2010
BNY Mellon June 2004 - May 2007
BNY Mellon May 1997 - June 2004
Education
The Institute of Chartered Accountants of India
Chartered Accountant (CA), Accounting, Finance & Econimics
University of Bombay, India
BS In Accounting, Accounting, Finance
BlackRock April 2002 - Present
BNY Mellon April 1999 - January 2002
Systems Methodologies February 1998 - April 1999
Prodigy Communications May 1993 - February 1998
Digital Equipment Corporation January 1989 - May 1993
Education
The Cooper Union for the Advancement of Science and Art 1977 — 1982
BEE, Electrical Engineering
MedImpact Healthcare Systems 2008 - Present
Prime Health Services 2004 - 2008
Healthcare Management System 2003 - 2004
BNY Mellon 2001 - 2003
Skills
SDLC, Business Analysis, Visio, Process Improvement, Cross-functional Team..., Business Intelligence, Software Project...
Education
Tennessee Technological University 2005 — 2007
Masters of Business Administration, International Business
Tennessee Technological University 1997 — 2001
Bachelors of Science, Management Information System
BNY Mellon October 2007 - May 2011
Deluxe Corporation October 1998 - January 2007
Deluxe Corporation October 1998 - January 2007
Deluxe Corporation October 1998 - January 2007
Deluxe Corporation October 1998 - January 2007
Deluxe Corporation October 1998 - January 2007
Deluxe Corporation October 1998 - January 2007
Deluxe Corporation October 1998 - January 2007
Education
The College of Saint Rose 1992 — 1997
Bachelor of Science, Elementary Education
BNY Mellon May 2012 - Present
NATIONWIDE Investment Mgmt Group October 2011 - Present
TD BANK December 2010 - January 2011
Tele-Research February 2008 - August 2009
LIBERTY ONE FINANCIAL January 2007 - January 2009
Education
Temple University - Fox School of Business and Management 2008 — 2012
Finance and Legal Studies
George Washington High School
BNY Mellon June 2014 - Present
BNY Mellon March 2013 - June 2014
BNY Mellon February 2007 - March 2013
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Finance, General Ledger, Financial Modeling, Tax, Financial Statements, Budgets
Education
Temple University - Fox School of Business and Management 2002 — 2004
Bachelor's degree, Accounting, 3.9
Temple University - Fox School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.)
American Stock Transfer & Trust Company, LLC June 2012 - Present
American Stock Transfer & Trust Company, LLC March 2011 - May 2012
American Stock Transfer & Trust Company, LLC June 2010 - April 2011
BNY Mellon 1998 - 2010
Skills
Enterprise IT Strategy, IT Financial Management, IT Business Strategy, Organizational..., Strategic Leadership, Communication Skills, Manage Global Teams, Professional Mentoring, Process Optimization, Business Process..., Strategic Planning, Strategic Financial..., Project Portfolio..., Business Analysis, Management, Kindness, Executive Management, Information Technology, Enterprise Software, Equities, Financial Services, Project Management, Risk Management, SDLC, Vendor Management
Education
The George Washington University
Bachelor of Arts (B.A.), History
University of North Carolina at Chapel Hill
Master of Information Science
JPMorgan 2010 - Present
BNY Mellon 2007 - 2010
JPMorgan Chase 2001 - 2007
Skills
Equities, Fixed Income, Portfolio Management, Charities, Banking, Management, Investment Banking
Education
Texas A&M University
Bachelor of Business Administration (BBA)
Dollar Financial Group June 2013 - October 2013
BNY Mellon August 2009 - July 2012
Education
Temple University - James E. Beasley School of Law 2012 — 2015
Doctor of Law (J.D.), Taxation
University of Pittsburgh
Bachelor of Arts (B.A.), Economics
BNY Mellon January 2010 - Present
Skills
Compliance, Mortgage Servicing
Education
Texas A&M University School of Law
Juris Doctor, Law