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 September 2009 - Present
AllianceBernstein September 2004 - August 2009
Merrill Lynch March 1999 - March 2004
Education
Smith College
AB, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Marketing
Infosys April 2011 - March 2014
Bank of America February 2013 - February 2014
American Express May 2011 - December 2013
Aetna June 2012 - October 2012
Mercer September 2004 - January 2011
BNY Mellon September 2002 - September 2004
Powersolv Inc May 1998 - May 2002
Ricoh Business Solutions 2001 - 2001
Marriott International 2000 - 2000
EY 2000 - 2000
Skills
Data Modeling, Data Warehousing, Master Data Management, Business Intelligence, Data Warehouse..., Enterprise Architecture, Data Management, SOA, Integration, Data Analysis, Data Governance, ETL, Databases, Microsoft SQL Server, SQL, Analytics, Oracle, Exadata, Netezza, Informatica, SDLC, Agile Methodologies, Finance, Healthcare, CRM, Data Architecture, Solution Architecture, Dimensional Modeling
Education
The University of Texas at El Paso 1991 — 1993
MS, Engineering
National Institute of Technology, Silchar 1984 — 1989
Bachelor of Engineering (B.E.), Engineering
Meritage Homes September 2014 - Present
US Army Reserve October 2014 - Present
US Army Reserve June 2012 - October 2014
BNY Mellon August 2012 - August 2014
US Army May 2011 - June 2012
US Army April 2009 - May 2011
Skills
Operations Management, Analysis, Bilingual-English/Spanis..., Outstanding..., Project Management, Military, Financial Management..., Management, Strategy, SharePoint, Government, Process Improvement, Project Planning, Team Building &..., Financial/Analyzed Data, Strategic/Tactical..., Technology Integration, Budget/Cost..., Bloomberg, Financial Analysis, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Leadership, Communication, Team Building, Budgets, Finance, Human Resources, Risk Management, Microsoft Office, Strategic Planning, Policy, Financial Services, Corporate Finance, Cost Reduction, Accounting, Program Management, Customer Service
Education
The University of Texas at San Antonio 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Real Estate Finance
Soldier Support Institute 2010 — 2010
U.S. Army Financial Management Leadership, Military and Strategic Leadership
Training and Doctrine Command 2010 — 2010
U.S. Army Basic Leadership Course, Military and Strategic Leadership
Soldier Support Institute 2015 — 2015
U.S. Army Advanced Financial Management Leadership, Military and Strategic Leadership
Defense Acquisition University 2011 — 2011
U.S. Army Contracting Officer Course, Purchasing, Procurement/Acquisitions and Contracts Management
Soldier Support Institute 2010 — 2010
Programming, Planning, Budget and Execution Course, Finance and Financial Management Services
Soldier Support Institute 2011 — 2011
Operational Resource Management Course, Resource Management/Comptrollership
The University of Texas at El Paso August 2013 - Present
Global Avenues May 2011 - August 2013
BNY Mellon May 2009 - May 2011
Credit Suisse March 2008 - May 2009
Avaya 2005 - 2007
Consultant September 2002 - July 2005
Solid State Electronics June 1996 - August 2000
Skills
Project Management, Program Management, Consulting, Project Delivery, Business Process..., Product Management, Outsourcing, Management Consulting, Management, Strategy, Market Research, CRM, Competitive Analysis, Project Planning, Leadership
Education
The University of Texas at El Paso 2013 — 2016
PhD in International Business, Marketing
Thunderbird School of Global Management 2000 — 2002
Master of Business Administration (MBA), International Business
Retired Executive January 2011 - Present
BNY Mellon April 1991 - December 2010
Education
The London School of Economics and Political Science (LSE) 1966 — 1969
Bachelor of Science (B.Sc.) (Economics), Accounting and Finance
BlackRock April 2015 - Present
BNY Mellon March 2013 - Present
Dreyfus/BNY Mellon October 2012 - February 2013
The University of Georgia Press January 2012 - May 2012
College Candy, COED Media June 2011 - August 2011
Education
The University of Georgia 2008 — 2012
Bachelor's Degree, Public Relations
Prudential Fixed Income July 2014 - Present
BNY Mellon June 2013 - June 2014
Guggenheim Partners June 2012 - June 2013
Guggenheim Partners May 2011 - May 2012
Skills
Market Research, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Valuation, Finance, Bloomberg, Investments, Due Diligence, High Yield, Portfolio Management, Asset Management, Fixed Income, Credit Analysis, Bloomberg Terminal, Mutual Funds, Investment Management, Capital Markets, Securities, Credit, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments and Securities
The Johns Hopkins University 2002 — 2006
BA, Economics
Southern New Hampshire University January 2014 - Present
Deloitte November 2013 - Present
Bryant & Stratton College June 2012 - Present
Colorado Technical University April 2014 - July 2014
Aon Hewitt December 2011 - November 2013
Ashford University December 2011 - June 2013
Tme Warner Cable September 2009 - December 2011
Wachovia, A Wells Fargo Company March 2008 - September 2009
BNY Mellon December 2006 - April 2007
Bank of America 2007 - 2007
Skills
Instructional Design, Personnel Management, Recruiting, Human Resources, Employee Relations, Resume Writing, Organizational..., Leadership Development, Staff Development, Conflict Resolution, Coaching, Career Counseling, Workshop Facilitation, Benefits Administration, Training, Performance Management, Adult Education, PeopleSoft, Public Speaking, Leadership, CRM, Employee Benefits, HRIS, E-Learning, Higher Education, Team Building, Interviews, Career Development, Onboarding, Employee Training, College Recruiting, Vendor Management, Time Management, Employee Engagement, Organizational..., Talent Management, Succession Planning, Talent Acquisition
Education
University of Phoenix 2006 — 2013
Doctorate, Business Administration
American InterContinental University 2004 — 2006
MBA, Human Resource Management
The Ohio State University 2000 — 2003
BA, Social and Behavioral Sciences
BNY Mellon August 2014 - Present
Nationwide Insurance July 2011 - July 2014
Yankovich Adelman Johnson Stevenson February 2011 - April 2011
Federated Investors June 2009 - August 2009
Education
The Ohio State University 2007 — 2011
B.S. in Business Administration, Accounting
Target June 2014 - Present
Center for Social Work Research January 2013 - Present
BNY Mellon May 2013 - August 2013
Charlotte Russe June 2011 - September 2012
Dynamic Engineers Inc. June 2010 - August 2010
Skills
Customer Service, Analysis, Time Management, Microsoft Excel, Data Entry, Financial Modeling, Accounting, Research, Microsoft Office, Account Reconciliation, Visual Basic, Microsoft SQL Server, Sales, Management, PowerPoint, Microsoft Word
Education
The University of Texas at Austin 2011 — 2015
Borehole Seismic, LLC January 2014 - April 2015
BNY Mellon 2007 - 2011
Skills
Geophysical Data..., 3D seismic..., Matlab, Transform software, Microsoft Excel, PowerPoint, Petroleum, Geology, Energy, Oil & Gas, Geophysics, Data Analysis, Borehole, Seismic, Processing
Education
University of Houston 2012 — 2013
Bachelor's Degree, Geophysics and Seismology, 3.32
The University of Texas at Austin 2002 — 2006
Bachelor of Science (BS), Finance, General
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
BNY Mellon April 2014 - Present
BNY Mellon August 2012 - Present
BNY Mellon November 2011 - August 2012
BNY Mellon July 2008 - November 2011
BNY Mellon June 2007 - July 2008
Independent Trustee Company February 2007 - June 2007
Jurys Doyle Hotel Group June 2003 - December 2006
Skills
Portfolio Management, Change Management, Financial Risk, Strategy, Credit, Bloomberg, CRM, Structured Finance
Education
Michael Smurfit Graduate School of Business 2002 — 2003
HDip, Business Studies
The University of Edinburgh 1996 — 2000
BSc, Molecular Biology
University of California, Berkeley 1998 — 1999
BSc, Molecular Biology
American International School of Zurich
BNY Mellon June 2004 - Present
BNY Mellon September 1998 - Present
BNY Asset Management 1998 - Present
Skills
Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Asset Allocation, Derivatives, Investment Management, Mutual Funds, Investment Strategies, Equity Research, MLP, Valuation, Oil, Securities, Wealth Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Eyeforpharma, an FC Business Intelligence Company January 2015 - Present
Global Commerce Education, Inc. June 2013 - December 2014
BNY Mellon June 2012 - September 2012
Adomos Group October 2009 - August 2010
Longitude Group Investment SA June 2008 - October 2009
Skills
Investments, Portfolio Management, Financial Analysis, Excel, Entrepreneurship, Risk Management, Emerging Markets, Statistics, English, French, Equities, Arabic, Management, Bloomberg, Training, Economics, Analysis, Alternative Investments, Microsoft Excel, Asset Management, Venture Capital, Corporate Finance, Finance, Valuation, Hedge Funds, Fixed Income, Financial Modeling, Quantitative Analytics, Data Analysis, Derivatives, Private Equity, Investment Banking, Equity Research, Securities, Capital Markets, Bloomberg Terminal, Investment Strategies, Trading, Equity Valuation, Structured Finance, Investment Advisory, Due Diligence, Financial Markets
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Masters, Business Administration
European Business Institute 2008 — 2010
Master's, Finance
School of Management Technique 2007 — 2008
Bachelor's, Finance
National Institute of Planning and Statistics 2005 — 2007
Bac+2, Statistics and Probability
Colony Capital April 2015 - Present
BNY Mellon October 2013 - April 2015
Ernst & Young August 2012 - October 2013
PercuVision LLC October 2011 - August 2012
Ernst & Young June 2011 - September 2011
Skills
Accounting, Tax, Python, VBA, Financial Analysis, Business Analysis, Financial Modeling, Valuation, Financial Reporting, Corporate Finance, Internal Controls, Financial Accounting, IFRS, External Audit, Due Diligence, Assurance, Financial Statement..., Auditing, CPA, Financial Statements, General Ledger, Account Reconciliation, Cash Flow, US GAAP, GAAP
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
BNY Mellon July 2013 - Present
Fine Dining Restaurants May 2008 - June 2013
Corless Barfield Trial Group February 2012 - December 2012
Mike Parker Realty Group April 2005 - August 2006
Skills
Executive..., Marketing, Microsoft Office, Transferable Skills, Relationship-builder..., Communication Skills, Organization &..., Strategic Planning, Event Planning, Sales
Education
The University of Texas at Dallas
Marketing/Marketing Management, General
University of Kentucky 2006 — 2009
Business, Management, Marketing, and Related Support Services
RealPage, Inc. September 2013 - Present
RealFoundations July 2012 - September 2013
ACE Cash Express 2009 - 2012
Goldman Sachs 2006 - 2009
Prudential Financial 2004 - 2006
BNY Mellon 2003 - 2004
Arzoo.com 2001 - 2002
Intrinsic Technology 2000 - 2001
DeVry University 1996 - 2000
Skills
Financial Analysis, Due Diligence, Real Estate, Negotiation, Loans, Email Marketing, Risk Management, Mortgage Banking, Compliance, Commercial Real Estate, Asset Managment, Construction Loans, Business Strategy, Business Intelligence, Loan Modification, Internet Lending, Asset Management, Strategy, Business Process..., Underwriting, Real Estate Economics, Budgets, Real Estate Transactions, Portfolio Management, Lease Negotiations, Credit, Management, Financial Services, Management Consulting, Finance, Financial Modeling, Project Management, Corporate Finance, Valuation, Real Estate Development, Mortgage Lending, Loan Origination, Private Equity, Real Estate Financing, Capital Markets, Corporate Real Estate, Credit Risk, Visio, Argus Modeling, Franchise portfolios, Financial Structuring, Executive Management, Banking, Analytics, Consulting
Education
The University of Texas at Arlington 2002 — 2003
MBA, Finance
American Embassy School
High School
The University of Texas at Arlington - College of Business Administration
BBA, Accounting, Economics
Capital One July 2015 - Present
Capital One January 2014 - Present
Capital One March 2013 - January 2014
Capital One June 2012 - March 2013
The Ohio State University September 2009 - March 2012
BNY Mellon May 2011 - September 2011
Wealth Dimensions Group, Ltd January 2007 - January 2009
Skills
Microsoft Office, Teamwork, Access, Financial Modeling, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Valuation, PowerPoint, Investments, Finance, Asset Managment, SQL, Microsoft Word, Strategic Financial..., Project Management, Team Leadership, Business Analysis, Forecasting, Strategy, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
BSBA, Finance and Logistics, 3.6
University of Oxford 2010 — 2010
Study Abroad, Pre-Law Studies, 3.7
BNY Mellon October 2014 - Present
Abercrombie & Fitch September 2012 - May 2014
Uweekly September 2011 - May 2013
Toledo Free Press June 2011 - August 2011
Maumee Pattern Company June 2008 - August 2011
Webb Social Media & Marketing Group, LLC September 2010 - November 2010
Skills
Critical Reading, Critical Thinking, Professional Writing, Research, Editing, Reading Comprehension, Online Research, Writing, Reading, Creative Writing, Archival Research, Internet, Social Media, Microsoft Office, Interpersonal Skill, Photoshop, Facebook, Social Networking, Microsoft Word, PowerPoint, Blogging, Time Management, Public Speaking
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General, GPA 3.38
Università del Salento 2013 — 2013
Genoa High School 2006 — 2010
High School Diploma, General College Prep, GPA 3.72
BNY Mellon Senior Wealth DirectorBNY Mellon Wealth ManagementSeptember 2003 - Present
State Street Bank & Trust Company of CT September 1996 - September 2003
Sachem Trust, N.A. September 1991 - September 1996
Pullman and Comley September 1986 - September 1993
Gallant Gallant and Culver, Attorney,s at Law September 1981 - September 1986
Skills
Wealth Management, Estate Planning, Investments, Investment Management, Financial Planning, Asset Management, High Net Worth..., Portfolio Management, Retirement Planning, Cash Flow Analysis, Family governance, Foundations and..., Exit Planning, Risk Management, Financial. Advisors
Education
The University of Connecticut School of Law 1975 — 1978
Juris Doctor (J.D.), With Honors
Yale University
Bachelor's Degree, Engish Literature, Cum Laude
St Paul's School 1965 — 1970
High School, With Honors
Comerica Bank August 2011 - Present
BNY Mellon October 2008 - September 2011
Wachovia/Wells Fargo September 1997 - September 2008
UJB/Summit Bank 1995 - 1997
Bucks County Bank 1989 - 1995
Dean Witter 1986 - 1988
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategic Financial..., Banking, Retirement, Investment Advisory, Alternative Investments, Wealth Management...
Education
The University of Texas at Austin 1979 — 1983
Bachelor’s Degree, Finance
Marian Christian H.S.
BNY Mellon April 2014 - Present
Axiom Capital Management March 2012 - April 2014
Albourne America LLC July 2011 - September 2011
Alternative Asset Investment Management June 2008 - August 2008
Skills
Series 7, Microsoft Office, Databases, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Business Strategy, Microsoft Word, Research, Finance, Analysis, Series 66, Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Uniform Combined State...
Education
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the req 2013 — 2015
The University of Edinburgh 2005 — 2010
MA, Business Studies
The Lawrenceville School 2001 — 2005
New York State Department of Financial Services August 2014 - Present
BNY MELLON December 2007 - February 2012
BNY MELLON August 2002 - December 2007
DUDLEY & CO., LLC May 1997 - August 2002
MERRILL LYNCH & CO., INC. May 1990 - May 1997
MERRILL LYNCH & CO., INC. October 1988 - May 1990
MERRILL LYNCH & CO., INC. November 1987 - October 1988
EMIGRANT SAVINGS BANK September 1984 - November 1987
Skills
Securities, Equities, Banking, Fixed Income, Wealth Management, Financial Services, Investments
Education
The Polytechnic Institute of New York University 1983 — 1987
Bachelor of Science, Mathematics, Management
Francis Lewis High School 1980 — 1983
Regents Diploma, General Studies
CDP Capital U.S. Inc. l Caisse de dépôt et placement du Québec June 2014 - August 2014
BNY Mellon July 2009 - June 2013
Credit Suisse July 2008 - December 2008
Skills
Equities, Financial Modeling, Valuation, Investments, Spanish, Finance, Emerging Markets, FX, Latin American Business, Bonds, Credit, Equity Research, Structured Products, Trading, FX Options, Asset Allocation, Bloomberg, Capital IQ, FactSet, DCF Valuation, DCF
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA, Finance & Accounting
Wesleyan University 2004 — 2008
BA, Economics and Sociology
Treliant Risk Advisors August 2015 - Present
Overseas Private Investment Corporation September 2014 - December 2014
BNY Mellon May 2014 - August 2014
Overseas Private Investment Corporation January 2014 - May 2014
American Institute for Contemporary German Studies July 2011 - July 2013
Europaeische Akademie Mecklenburg-Vorpommern May 2010 - August 2010
Skills
Policy Analysis, Public Policy, Social Media, International Relations, Research, Politics, Community Outreach, PowerPoint, Fundraising, Microsoft Office, Nonprofits, Editing, Analysis
Education
Georgetown University, Edmund A. Walsh School of Foreign Service 2013 — 2015
Master of Arts in German and European Studies, International Business
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2013
Non-Degree Program, Statistics and Econometrics
University of Michigan 2006 — 2010
Bachelor of Arts (BA), German Studies and Psychology
BNY Mellon June 2015 - Present
Acumen LLC June 2014 - August 2014
Johns Hopkins University September 2013 - December 2013
Johns Hopkins University March 2013 - December 2013
Skills
Data Analysis, SAS programming, R, Matlab, Microsoft Excel, P/1, Financial Accounting, Probability, CPLEX, LaTeX, Linear Programming, Python, Data Mining, Java, Optimization, SQL, C++, Hive, Machine Learning, Tableau
Education
The Johns Hopkins University 2014 — 2015
Master of Science (M.S.), Applied Mathematics and Statistics, 3.94
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics and Statistics, 3.94
Sir Winston Churchill Secondary School 2008 — 2011
International Baccalaureate, 40/45
BNY Mellon June 2014 - Present
China Guangfa Bank June 2011 - August 2011
Skills
Finance, Communication Skills, Microsoft Office, Team Leadership, VBA, Matlab, Cantonese, Applied Mathematics, PowerPoint, Microsoft Excel
Education
The Johns Hopkins University 2013 — 2014
Master of Science and Engineering, Financial Mathematics
Tianjin University of Finance and Economics 2009 — 2013
Bachelor's degree, Financial Engineering
Zoom Media December 2013 - Present
Iperdesign, Inc. August 2012 - May 2013
Janney Montgomery Scott July 2012 - May 2013
Public House June 2012 - September 2012
Madness Studios June 2012 - August 2012
Ditto Document Solutions May 2010 - August 2011
BNY Mellon January 2005 - January 2007
Skills
Brochures, Graphic Design, Business Cards, Flyers, Adobe Acrobat, Graphics, Video, Adobe Creative Suite, Motion Graphics
Education
University of The Arts 2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Lazard June 2013 - Present
Stifel Nicolaus Weisel June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Middleton Gardiner Group (MgG) January 2011 - May 2011
Johns Hopkins University May 2010 - August 2010
Margaret Brent Elementary Middle School January 2009 - May 2010
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
Master of Arts, International Economics
The Johns Hopkins University 2008 — 2012
Bachelor of Science, Economics; International Studies, 3.9/4.0
BNY Mellon January 2013 - Present
US Trust October 2011 - Present
Bank of America August 2006 - October 2011
Bank of America 2004 - 2006
TIG First Source 2001 - 2002
Skills
Change Management, Business Process..., Leadership, Strategy, Six Sigma, Banking, Portfolio Management, Risk Management, Process Improvement, Relationship Management, Business Analysis, Financial Analysis
Education
The University of Salford 2002 — 2003
Masters of Business Administration, International Business
University of Houston 1998 — 2000
B.A., Management, Psychology
BNY Mellon June 2015 - August 2015
National Defense University January 2015 - May 2015
Roger Shanghai July 2014 - August 2014
Publishers Communication Group June 2013 - July 2013
Skills
International Relations, China Studies, Economics
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2015 — 2017
Master's degree, International Economics
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs
Serra Catholic High School July 2014 - Present
HotCheer Allstars May 2013 - August 2014
BNY Mellon May 2009 - August 2014
The Rite Aid Cleveland Marathon May 2013 - June 2013
The University of Akron Developmental Programs August 2011 - May 2013
Nancy Mosser Casting Agency May 2012 - August 2012
City of Pittsburgh, Mayor Luke Ravenstahl's Office May 2012 - August 2012
Education
The University of Akron 2009 — 2013
Bachelor of Arts (B.A.), Business and Organizational Communication
The University of Akron 2009 — 2013
Bachelor of Arts (B.A.), Business and Organizational Communication
Vanguard August 2014 - Present
The Ohio State University August 2012 - June 2014
BNY Mellon May 2013 - August 2013
Delta Gamma Fraternity January 2012 - September 2012
BNY Mellon June 2012 - August 2012
Delta Gamma Fraternity September 2011 - January 2012
Skills
Bloomberg, Data Analysis, Leadership, Customer Service, Financial Analysis, Account Reconciliation, Strategic Planning, Operating Budgets, Spreadsheets, Financial Services, Economics, Presentations, Investments, Investment Guidance
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Pine-Richland High School 2008 — 2010
Oswego East High School 2006 — 2008
BNY Mellon July 2015 - Present
BNY Mellon September 2014 - July 2015
EDMC/South University October 2013 - March 2014
Bank of America March 2012 - October 2013
Upper St Clair RCAC 2011 - 2013
Bank of America July 2011 - February 2012
Innisfree M&A Incorporated April 2011 - July 2011
University of Pittsburgh April 2008 - August 2010
Skills
Management, Financial Analysis, Portfolio Management, Data Analysis, Analysis, Strategy, Finance, Recruiting, Negotiation, Loans, Banking, Customer Service, Credit, CRM
Education
University of Pittsburgh 2008 — 2010
BS, Actuarial Science
The University of Akron 2001 — 2007
Applied/Theoretical Mathematic
BNY Mellon August 2011 - Present
ServiceMaster of Seattle January 2006 - August 2009
Los Angeles Dodgers April 1996 - October 2005
Peace Corps September 2004 - March 2005
Skills
Strategic Planning, Marketing Communications, Product Management, Project Management, Customer Service, Analysis, Marketing, Business Strategy, Financial Analysis, Marketing Strategy, Fundraising, Strategy, Business Development, Market Research, Training, Competitive Analysis, Finance, Cross-functional Team..., Negotiation, Management Consulting, Market Analysis, New Business Development, CRM, Banking, Program Management, Analytics, Financial Modeling, Data Analysis, Leadership, Business Analysis, Risk Management, Business Planning, Management, Start-ups, Budgets, Entrepreneurship
Education
The University of Edinburgh 2009 — 2011
MBA, International Business
Tongji University 2010 — 2010
MBA Exchange Program
University of Notre Dame - Mendoza College of Business 2000 — 2004
BBA, Marketing & History
College Year in Athens 2003 — 2003
Undergraduate Exchange Program
BNY Mellon July 2010 - Present
IBM January 2002 - March 2010
IBM Corporation (formally Informix Software Corporation) January 1998 - March 2010
Informix Software January 1998 - January 2005
Computer Technology Corporation, Kansas January 1995 - January 1998
Skills
Databases, DB2, AIX, High Availability, Data Warehousing, SQL, Unix, Database Administration, Replication, Unix Shell Scripting, Software Development, Shell Scripting, Linux, Database Design, IBM AIX, SQL Tuning, Disaster Recovery, Performance Tuning, SDLC
Education
The University of Kansas 1984 — 1988
BS, Computer Science
JPMorgan Chase April 2013 - Present
BlackRock July 2012 - April 2013
Credit Suisse January 2011 - July 2012
BNY Mellon September 2010 - November 2010
SUNY COLLEGE AT BUFFALO August 2008 - May 2010
BNY Mellon May 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Business Analysis, Training, Finance, Data Analysis, User Acceptance Testing, Data Entry, Information Technology, Problem Solving, SAS, Business Objects, Creative Writing, Lotus Notes, PeopleSoft, General Ledger, Regression Testing, System Architecture, Administrative..., Project Delivery, Customer Service
Education
STATE UNIVERSITY OF NEW YORK (SUNY) COLLEGE AT BUFFALO 2006 — 2010
Bachelor of Science, Economics; Finance
The Manchester Metropolitan University 2009 — 2009
Bachelor's degree, Study Aboard
BNY Mellon January 2007 - Present
Washington Mutual 2004 - 2007
Washington Mutual 2001 - 2004
Skills
Financial Analyst, AFS, Financial Strategy, Lotus, Spanish-speaking, Hindi, financial reporting
Education
The University of Georgia 1995 — 2000
Bachelor of Science (BS), Computer Science
Office of the Comptroller of the Currency June 2015 - Present
BNY Mellon September 2013 - June 2015
Roche Diagnostics September 2012 - June 2013
University of Pittsburgh School of Nursing September 2011 - April 2013
Wabtec April 2012 - August 2012
Westinghouse Electric Company May 2011 - August 2011
Channel Craft July 2010 - August 2010
Dairy Queen April 2008 - August 2010
Skills
SAP, Oracle, Microsoft Excel, Access, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Time Management, Teamwork, Organization, Finance, Valuation, Financial Modeling, Purchasing, Pricing Strategy, Pricing Analysis, Inventory Control, Strategic Sourcing
Education
University of Pittsburgh 2010 — 2013
BSBA, Finance and Economics
The Ohio State University 2009 — 2010
Business
EnerNOC March 2015 - Present
Kyra InfoTech, Inc. March 2013 - March 2015
CA Technologies (Nimsoft) September 2011 - November 2012
BNY Mellon February 2010 - June 2011
OMS SafeHarbor October 2008 - January 2010
PNC March 2005 - October 2008
Fidelity Investments June 2002 - March 2005
Skills
Java, Java Enterprise Edition, Web Services, JSP, SOA, Agile Methodologies, Spring, Hibernate, XML, JDBC, SQL, Tomcat, J2EE Application..., SOAP, Eclipse, Scrum, Servlets, Oracle, Struts, EJB, JavaScript, Websphere, AJAX, Software Development, Databases, PL/SQL, Perl, jQuery
Education
University of Massachusetts Boston 2000 — 2003
Master's degree, Computer Science
The Maharaja Sayajirao University of Baroda 1995 — 1999
Bachelor of Engineering (BEng), Civil Engineering
The Donaldson Adoption Institute, Inc. 2002 - Present
BNY Mellon July 2014 - Present
BNY Mellon February 2013 - June 2014
Independent Consulting Services February 2011 - 2013
State Street 2009 - December 2010
State Street 2004 - 2009
Finaplex 2003 - 2004
Reuters 2001 - 2002
TowerGroup 2001 - 2002
Reuters 1990 - 2001
Skills
Financial Services, Market Data, Trading Systems, Strategy, Trading, Electronic Trading, Equities, Financial Markets, Product Management, Business Development, Fixed Income, Strategic Planning, New Business Development, Team Building, Securities, Start-ups, Cross-functional Team..., CRM, Portfolio Management, Competitive Analysis, Enterprise Software, Mergers & Acquisitions, Risk Management, Asset Management, Alternative Investments, Business Planning, Executive Management, Management, Leadership, Finance, Entrepreneurship, P&L Management, Investments, Capital Markets, Venture Capital, Investment Banking, Professional Services, Bonds, FX Options, Integrated Marketing, Business Strategy, Sales Management, Foreign Exchange
Education
University of Pennsylvania - The Wharton School
Executive Development Program
The University of Chicago Booth School of Business
Executive Development Program, Portfolio Management
Husson University 1982 — 1986
Bachelor of Science, Business Administration and Marketing
BNY Mellon February 2015 - Present
BNY Mellon February 2014 - February 2015
BNY Mellon April 2011 - January 2014
Media Consultant June 2010 - June 2013
National Write Your Congressman, Inc. August 2010 - April 2011
HyperKiwi Technologies June 2008 - June 2010
CNN August 2006 - August 2007
Comcast June 2005 - August 2006
Skills
Microsoft Office 2007, Microsoft Office..., Photoshop, Lectora, Lotus Notes, Brainshark, Final Cut Pro, Strategy, New Business Development, Public Speaking, Social Networking, Online Marketing
Education
The University of Georgia 2001 — 2005
Bachelor of Arts, Bachelor of Science, Telecommunications, Psychology
Wilmington Trust May 2015 - Present
BNY Mellon June 2004 - May 2014
First American Bank January 2000 - January 2002
Beal Bank July 1996 - January 2000
Metrolpolitan Federal Bank, f.s.b. January 1992 - January 1995
Metropolitan Federal Bank November 1988 - January 1992
Metropolitan Federal Bank May 1987 - November 1988
Grant Thornton August 1986 - May 1987
Kenneth Leventhal And Company September 1983 - August 1986
Skills
Loans, Asset Management, Portfolio Management, Residential Mortgages, Due Diligence, Real Estate, Budgeting, Debt, Negotiation, Banking, Capital Markets, Risk Management, Strategic Planning, Real Estate Finance, Business Planning, Business Strategy, Change Management, New Business Development, Accounting, Contract Negotiation, Forecasting, Product Development, Talent Management, Product Management, Excel, Microsoft Office, Team Building, Coaching, Sales Management, Operations Management, Customer Service, Management Consulting, Credit Analysis, Process Improvement, Financial Reporting, Compliance, Customer Relations, Business Analysis, Real Estate Economics, Asset Managment, Management, Commercial Lending, Valuation, Budgets, Structured Finance, Mergers & Acquisitions, Financial Services, Securitization, Loan Servicing, ABS
Education
The University of Texas at Arlington 1980 — 1983
Bachelor of Business Administration (BBA), Accounting
BNY Mellon December 2013 - Present
Shell Oil Company November 2008 - August 2011
Shell Oil Company March 2000 - August 2008
Deloitte & Touche / Resources Connection June 1999 - March 2000
Honeywell August 1997 - January 1999
Skills
Financial Planning, Portfolio Management, Asset Management, Investments, Financial Analysis, Reporting & Analysis, Risk Management, Budget Management, Strategic Financial..., Asset Managment, Budgets, Forecasting, Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
BNY Mellon June 2015 - Present
BNY Mellon June 2014 - June 2015
BNY Mellon June 2013 - August 2013
Council on Foreign Relations June 2012 - August 2012
Secure Exchange Solutions, LLC September 2011 - June 2012
Enjoy Shanghai July 2010 - August 2010
Skills
Research, Microsoft Excel, Chinese, Financial Services, Report Writing, Financial Analysis, Project Management, Analysis, Account Management
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), International Studies, Economics, Entrepreneurship and Management
The Loomis Chaffee School 2006 — 2010
High School Diploma
Bank of the West (member BNP Paribas Group) April 2014 - Present
Wells Fargo February 2013 - March 2014
BNP Paribas February 2006 - May 2012
BNY Mellon January 2005 - January 2006
Blaylock & Partners March 2004 - September 2004
New York University January 2002 - May 2004
Extreme Logic (acquired by Hewlett-Packard Co.) December 2000 - 2001
Brave New Consultants January 1997 - December 2000
Skills
Leveraged Finance, Portfolio Management, LBO, Legal Documentation -..., Credit Analysis, CLO, Financial Modeling, Bankruptcy, Debt Restructuring, Financial Statement..., Capital Structure, Asset Based Lending, Enterprise Valuation
Education
New York University, Stern School of Business 2002 — 2004
MBA, Finance & Statistics
New School University
BA, Humanities & Social Sciences
Citi June 2015 - Present
Citi June 2014 - Present
Mathematics Society, University of Waterloo January 2013 - Present
University of Waterloo Badminton Club April 2012 - Present
BNY Mellon May 2013 - August 2013
Suncor Energy August 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, SharePoint, Bloomberg Terminal, SAP, VBA, SQL, Matlab, HTML, C++, C, Java, Python, IT Asset Management, ARIS
Education
University of Waterloo 2011 — 2015
Honors Bachelor of Mathematics, Financial Analysis and Risk Management; with Computer Science Minor
The University of Hong Kong 2013 — 2014
Bachelor of Business Administration (BBA), Business/Commerce, General
Vincent Massey Secondary School 2007 — 2011
Amazon May 2015 - August 2015
WorldQuant LLC September 2014 - June 2015
BNY Mellon May 2014 - August 2014
Space Telescope Science Institute June 2013 - October 2013
JHU School of Medicine - Department of Otolaryngology May 2013 - September 2013
Skills
Python, Physics, Java, C++, Neo4j, Mathematics, HTML, CSS, Mathematical Modeling, Mathematical Analysis, Data Analysis, C, Distributed Systems, DynamoDB, Matlab
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, Computer Science, Minors in Physics and Applied Mathematics & Statistics
CIBC August 2014 - Present
BNY Mellon November 2013 - April 2014
Itau-Unibanco March 2010 - March 2013
Safra National Bank of New York September 2009 - January 2010
Morgan Stanley Investment Management August 2008 - February 2009
Starr Companies July 2007 - May 2008
Goldman Sachs June 2006 - June 2007
Bank Leumi February 2005 - June 2006
JP Morgan May 2001 - February 2005
American Express - Tax & Business Services Inc September 1998 - April 2001
Skills
Recruiting, Talent Management, Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Onboarding, Human Resources, Succession Planning, Employee Benefits, Organizational..., HR Consulting, HRIS, Workforce Planning, HR Policies, Change Management, PeopleSoft, Employee Engagement, Technical Recruiting, Taleo, Management, Executive Search, Interviews, Personnel Management, Benefits Administration, Career Development
Education
The New School
Bachelor's, Psychology
Drivers History June 2015 - Present
BNY Mellon August 2012 - June 2014
BNY Mellon January 2012 - August 2012
The Bank of New York January 2000 - December 2003
The Bank of New York July 1998 - December 1999
Philip Morris, USA June 1995 - July 1998
HaydenWegman, Inc. June 1992 - June 1995
E-Systems January 1990 - July 1991
Skills
Financial Markets, Product Management, Fixed Income, Foreign Exchange, E-commerce, FX Options, Derivatives
Education
The University of Texas at Austin 1987 — 1992
BS, Aerospace Engineering
Discover Financial Services November 2014 - Present
Goldman Sachs July 2012 - October 2014
BNY Mellon June 2011 - September 2011
City of Cleveland August 2010 - September 2010
Medical Mutual of Ohio June 2010 - September 2010
Skills
Financial Modeling, QRM, Capital IQ, Bloomberg, Datastream, SDC Platinum, Thomson One Banker, Microsoft Excel, Microsoft Powerpoint, Investment Banking, Treasury, ALM, Interest Rate Risk..., Essbase
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Business Administration
CFA Institute
WorkFusion September 2015 - Present
BNY Mellon October 2013 - August 2015
FIS - Fidelity Information Services September 2011 - July 2012
Accenture June 2009 - June 2009
Skills
Project Management, Teamwork, Business Analysis, Leadership, Microsoft Office, Systems Analysis, Problem Solving, iOS, Tableau, Data Management
Education
The University of Salford 2009 — 2013
Bachelor of Science (BSc) Business Information Technology With Professional Experience, First Class Honours
Rivington and Blackrod High School and 6th Form 2007 — 2009
Double IT Award, Graphics, Geography, 4 A levels
St.James' CE Secondary School 2002 — 2007
English Language and Literature, General, Mathematics, Science, Geography, Graphics, IT Double Award, 9 GCSE Grades A*-C
BNY Mellon August 2007 - Present
Prudential Financial July 2006 - July 2007
AIG June 2004 - June 2006
Nationwide Credit, Inc. September 2001 - June 2004
Skills
Accounting, Human Resource..., Client Relations, Leadership
Education
The Ohio State University Fisher College of Business 1999 — 2001
MLHR, Human Resources Management/Personnel Administration, General
BNY Mellon 2010 - Present
Pershing, a BNY Mellon company 1999 - 2010
Citi 1994 - 1999
Northrop Grumman Corporation 1983 - 1994
Skills
Risk Management, Hedge Funds, Derivatives, Fixed Income, Testing, Capital Markets, Asset Management, Equities, Portfolio Management, Financial Services, Banking, Financial Risk, Bloomberg, Operational Risk, FX Options, Process Improvement
Education
The Polytechnic Institute of New York University
Master of Science (MS), Computer Science
The Polytechnic Institute of New York University
Bachelor of Science (BS), Electrical Engineering
BNY Mellon Cash Investment Strategies October 2014 - Present
Dreyfus August 2011 - October 2014
BNY Mellon June 2010 - August 2010
Blackfriars Asset Management June 2009 - August 2009
Skills
Sarbanes-Oxley Act, Cash Management, Team Building, Competitive Analysis
Education
Villanova University 2007 — 2011
Double Major: B.S. Economics, B.S. Business Administration in Finance, Cum Laude
London School of Economics and Political Science 2009 — 2009
Economics and Financial Markets
BNY Mellon May 2015 - August 2015
SPORTalk January 2015 - March 2015
BNY Mellon May 2014 - August 2014
Apple Furniture April 2013 - August 2013
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2017
Bachelor of Science in Business Administration, Finance, General, Sophomore
BNY Mellon April 2015 - Present
DayNine Consulting November 2014 - February 2015
DayNine Consulting, Inc. June 2013 - November 2014
The Ohio State University February 2013 - June 2013
The Ohio State University January 2011 - February 2013
The Ohio State University April 2010 - January 2011
The Ohio State University February 2009 - May 2010
The Ohio State University September 2007 - March 2009
Staples May 2006 - June 2007
Skills
Microsoft Office, PeopleSoft, Recruitment Advertising, Talent Management, Talent Acquisition, Talent Assessment, Talent Selection, PeopleAdmin, Recruiting, Applicant Tracking..., HRIS, Onboarding, Human Resources, Employee Relations, New Hire Orientations, Resume Writing, Customer Service, Interviews, Employee Benefits, HR Policies, Payroll, Process Improvement, Sourcing, Training, Employee Engagement, FMLA, Workforce Planning, Policy, Benefits Administration, System Administration, Temporary Placement, Career Development, Personnel Management, Technical Recruiting, Employee Training, HR Consulting, Hiring, Job Analysis, Conflict Resolution, Career Counseling, Employment Law, Organizational..., College Recruiting, Organizational..., Screening, Succession Planning, Consulting, Labor Relations, Performance Management, Administration
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor's Degree, Human Resources
Fairmont High School 2003 — 2007
LiftFund March 2015 - Present
Donovan Ventures, LLC August 2014 - Present
African Sky August 2014 - Present
Microfinance Initiative (MFi) October 2013 - October 2014
Sysco June 2014 - August 2014
BMC Software February 2014 - May 2014
Peace Corps January 2011 - April 2012
BNY Mellon January 2010 - July 2010
BNY Mellon June 2008 - January 2010
BNY Mellon July 2007 - June 2008
Skills
Entrepreneurship, Project Management, Leadership, Portfolio Management, Asset Management, Program Management, Management, Sustainable Development, Renewable Energy, Tennis, Strategy, Non-profit Volunteer, Securities, Social Responsibility, SharePoint, Microsoft Office, Analysis, Finance, Training, Corporate Finance, Corporate Trust, Risk Management, Business Relationship..., Bloomberg Software, SAP ERP, SAP R/3, Oracle E-Business Suite, Budgets, Valuation, Banking, Accounting, Investor Relations, Venture Capital, Cloud Computing, Mergers & Acquisitions, Economics, Bloomberg, Financial Modeling, Investments, Nonprofits, Financial Analysis, Community Development, Research, Microsoft Excel, Data Analysis, Strategic Planning, Financial Reporting, Financial Services, Customer Service
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance, Business Modeling, Entrepreneurship
Klein Forest
Klein Forest
The University of Texas at Austin
Bachelor of Arts (BA), Economics
BNY Mellon November 2005 - Present
Morgan Stanley March 2004 - October 2005
Skills
Mutual Funds, CITs, 401k, Series 7, Investment Strategies, DCIO, Sub-Advisory
Education
The University of Texas at Austin 1998 — 2002
Summit Group, LLC May 2014 - Present
Oracle July 2013 - May 2014
BNY Mellon August 2012 - June 2013
BNY Mellon June 2012 - August 2012
The Ohio State University September 2010 - May 2012
Terrapin Financial Services June 2009 - May 2012
Education
The Ohio State University 2008 — 2012
Psychology
Brookfield Properties April 2012 - Present
BNY Mellon June 2010 - April 2012
Sands Capital Management June 2008 - August 2008
FBR June 2007 - August 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investments, Financial Analysis, Asset Managment, Portfolio Management, Investment Banking, Capital Markets, Corporate Finance, Private Equity, Bloomberg, Instagram
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Economics
London School of Economics and Political Science 2009 — 2009
Summer School, Advanced Corporate Finance
Guggenheim Partners September 2012 - Present
BNY Mellon January 2012 - May 2012
BNY Mellon December 2006 - December 2011
BNY Mellon October 2004 - November 2006
Skills
Microsoft Excel, Financial Analysis, Customer Service, Project Management, Finance, Risk Management, Financial Modeling, Portfolio Management, Data Analysis
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
BNY Mellon December 2011 - Present
Bridgewater Associates June 2011 - December 2011
University of Connecticut Pharmacy Library October 2007 - May 2011
Deloitte June 2010 - August 2010
Lambda Chi Alpha, University of Connecticut December 2009 - May 2010
Lambda Chi Alpha, University of Connecticut March 2009 - December 2009
Interfraternity Council, University of Connecticut March 2009 - December 2009
Lambda Chi Alpha, University of Connecticut March 2008 - March 2009
Skills
Budgets, Management, Risk Management, Research, Public Speaking, Editing, Tax, Financial Analysis, Microsoft Excel, Finance, Accounting, Analysis, PowerPoint, Outlook
Education
The University of Connecticut 2007 — 2011
Bachelor of Science, Business; Accounting
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Accounting
Tenaris October 2014 - Present
Ventyx, an ABB company May 2013 - October 2014
Situs January 2011 - January 2013
BNY Mellon October 2007 - October 2010
Key Equipment Finance September 2006 - October 2007
Capital One August 2005 - September 2006
Skills
Report Development, Workflow Management, Business Process, Business Analysis, Business Information, Analytical Reasoning, Financial Accounting, Account Reconciliation, Treasury Services, Audit Trail, Account Servicing, Contract Requirements, Training, Coaching Staff, Staff Mentor, Superior Client Service, Business Development
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Corporate Communications
Independent Technology Executive January 2015 - Present
BNY Mellon June 2011 - December 2014
Mylan, Inc. September 2009 - June 2011
Siemens June 2009 - September 2009
The Hartford March 2007 - October 2008
Pfizer, Incorporated November 2001 - February 2007
IBM October 1995 - November 2001
Corporate Systems, LTD. September 1993 - October 1995
United Technologies Corporation June 1986 - December 1992
The Hartford 1984 - 1986
Skills
Program Management, ITIL, IT Strategy, Relationship Management, Risk Management, Mergers, Project Portfolio..., PMP, PMO, Vendor Management, CRM, Software Project..., IT Operations, Mergers & Acquisitions, Integration, Strategy, IT Service Management, Outsourcing, Business Intelligence, Project Management, IT Management, ITIL v3 Foundations..., Enterprise Architecture, Management, Project Delivery, Data Center, Enterprise Software, Leadership, Project Planning, Analysis, Team Management
Education
The University of Connecticut School of Business 1977 — 1981
MBA, Operations Management
The University of Connecticut School of Business 1972 — 1976
BS, Finance & MIS
Killingly High School
National Guard Bureau October 2012 - Present
BNY Mellon June 2011 - September 2012
Bank of New York Mellon August 2007 - June 2011
Citi 2004 - 2007
Skills
Leadership, Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Analysis, Portfolio Management, Bloomberg, Derivatives, Asset Management, Securities, Financial Services, Financial Modeling, Hedge Funds
Education
Ohio State
Bachelor of Arts (B.A.), Economics/Political Science
Webster University
Master's Degree, Finance
BNY Mellon March 2014 - Present
EDMC February 2010 - February 2014
Tristan Rubber Molding March 2007 - May 2009
Skills
Accounting, Customer Service, Financial Reporting, Financial Analysis, Budgets, Account Management, Microsoft Excel, Microsoft Office, Account Reconciliation, Management, Forecasting, Accounts Receivable, Financial Accounting, Leadership, Auditing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2015
Master of Business Administration (MBA), Finance, General
The University of Akron 2003 — 2006
Bachelor of Science, Accounting and Finance
BNY Mellon February 1998 - Present
UniChem Ltd 1995 - 1997
Skills
Unix, Mainframe, SDLC, Requirements Analysis, Requirements Gathering, COBOL, JCL, TSO, Visio, MVS, Fileaid, Software Development, Easytrieve, Shell Scripting, Linux, Analysis, Financial Services, VSAM, Business Analysis, Process Improvement
Education
The University of Stirling 1988 — 1992
Bachelor of Computer science (BSci)
BNY Mellon October 2010 - Present
Citi 1997 - May 2010
BISYS Fund Services December 1996 - 2010
ExecuTrain September 1992 - December 1996
Education
The Ohio State University Fisher College of Business 1988 — 1993
BA, Marketing
JPMorgan Chase February 2013 - Present
JPMorgan Chase August 2010 - February 2013
BNY Mellon March 2007 - July 2008
Tidal Partners March 2006 - February 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Portfolio Management, Strategy, Finance, Analysis, Investment Banking, Derivatives, Private Equity, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
University of Lagos 2001 — 2005
B.Sc, Economics
UBS Investment Bank March 2015 - Present
Barclays November 2014 - January 2015
Monticello Consulting Group February 2012 - November 2014
Royal Bank of Scotland June 2007 - September 2011
BNY Mellon 2005 - 2007
Paloma Partners November 2003 - December 2005
UBS 1995 - 1999
Skills
Middle Office, Settlements, FX, Collateral Management, Change Management, Interest Rate Swaps, Money Market, Money Management, Cash Management, Back Office, Sales Support, User Acceptance Testing, Business Requirements, Waterfall, FX Hedging, FX Options, key risk indicators, Options, Financial Risk, Foreign Exchange, Settlement, Investment Banking, Risk Management, Derivatives, Fixed Income, Capital Markets, Trading
Education
The University of Connecticut School of Business 2002 — 2006
MBA, Finance
Western New England University 1986 — 1990
BSBA, Management
Enova International March 2014 - Present
Analytical Assessments, Inc. June 2012 - December 2014
BNY Mellon January 2011 - August 2013
BNY Mellon October 2009 - January 2011
BNY Mellon October 2004 - October 2009
Wells Fargo Home Mortgage April 2003 - October 2004
Skills
Fixed Income, MBS, ABS, Financial Modeling, Bloomberg, Securitization, Derivatives, Asset Managment, Analytics, Risk Management, Statistical Modeling, Econometrics, Financial Structuring, Business Strategy, Strategic Growth..., Matlab, Java, R
Education
The University of Chicago Booth School of Business 2007 — 2010
M.B.A., Analytic Finance, Statistics and Econometrics
University of California, San Diego 1994 — 1998
B.S., Mechanical Engineering
U.S. Bank July 2014 - Present
BNY Mellon December 2013 - June 2014
BNY Mellon March 2012 - November 2013
BNY Mellon May 2010 - February 2012
Education
The University of Kansas 2005 — 2009
Bachelor of Science, Finance
BNY Mellon November 2013 - Present
PricewaterhouseCoopers (PWC) June 2009 - November 2013
BearingPoint (Acquired by PWC) September 2007 - June 2009
Rolta International July 2004 - September 2007
Nextgen Automation June 2003 - May 2004
Skills
Reference Data, Data Management, IT Service Management, IT Management, IT Strategy, Project Management, ITIL, Process Improvement, Solution Architecture, Program Management, Business Process, Enterprise Architecture, Cross-functional Team..., Strategy, Vendor Management, Pre-sales, Management Consulting, Security, Strategic Planning, IT Transformation, IT Operations, Service Delivery, Data Center, Asset Management, Team Leadership, Infrastructure, Enterprise Software, Service Desk, Business Strategy, Organizational Vision, Business Analysis, Management, Requirements Analysis, PMO, Leadership, Risk Management, Business Process..., Change Management, Information Technology, Project Portfolio..., Financial Services, Governance, Outsourcing, Analysis, Consulting
Education
The University of Texas at Austin 2000 — 2002
Master of Science, Electrical and Computer Engineering
University of Mumbai 1996 — 2000
Bachelor of Engineering, Electronics and Telecommmunications
BNY Mellon 2014 - Present
BNY Mellon September 2009 - September 2015
Orbitz Worldwide June 2008 - August 2008
American Textile Company 2003 - 2007
Skills
Investment Banking, Sales, Analysis, Strategic Planning, Cross-functional Team..., Strategy, Financial Modeling, Investments, Business Strategy, Financial Analysis, Capital Markets, Portfolio Management, Valuation, Equities, Management Consulting, Corporate Finance
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Dayton 1997 — 2001
BS, Business Administration
Nissan Motor Corporation October 2014 - Present
BNY Mellon September 2010 - October 2014
Ohio Public Employees Retirement System May 2009 - September 2010
Abbott Laboratories March 2009 - May 2009
Fifth Third Bank January 2005 - February 2009
Fifth Third Bank June 2003 - December 2004
Fifth Third Bank May 2002 - May 2003
Education
The Ohio State University Fisher College of Business 1997 — 2001
BSBA
Deutsche Bank 2007 - Present
BNY Mellon 2005 - 2007
New York Life Insurance Company 1998 - 2005
Skills
Information Security, Operational Risk, Financial Risk, Capital Markets, Banking, Asset Management, Market Risk, Accounting, Risk Management, Financial Institutions, Auditing, Derivatives, Insurance, Operational Risk...
Education
The University of Kansas
BA, Mathematics, History of Science
Wells Fargo April 2015 - Present
BNY Mellon October 2011 - April 2015
BNY Mellon July 2005 - October 2011
Invesco Aim June 2000 - July 2005
Skills
Fixed Income, Mutual Funds, Investments, Financial Modeling, CDO, Structured Finance, Structured Products, Retirement Plans, Project Portfolio..., Finance, Financial Services, Financial Risk, Analysis, Financial Analysis, Portfolio Management, Valuation, CLO
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Management/International Business
The University of Texas at Austin 1995 — 2000
BA, Government
Westbury Sr High School 1991 — 1995
Brown Brothers Harriman October 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
TD Ameritrade August 2010 - April 2012
BNY Mellon January 2010 - August 2010
RESTAT March 2009 - December 2009
Verizon Data Services January 2008 - February 2009
Bosch North America January 2007 - December 2007
Skills
PL/SQL, Data Warehousing, SQL, Business Intelligence, IBM WebSphere Lombardi..., Lombardi TeamWorks, Java, BPM, Oracle, XML, JavaScript, Lombardi Teamworks, Business Process Design, Agile Methodologies, Eclipse, Java Enterprise Edition, Struts
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA), Management Information Systems, General, A
Mahatma Gandhi Institute Of Technology 2000 — 2004
Bachelor of Engineering (B.Eng.), Electronics & Communications
EY May 2015 - Present
VMware February 2014 - May 2015
Accenture January 2008 - February 2014
Gestalt, LLC October 2005 - January 2008
Nortel Government Solutions June 2005 - October 2005
PEC Solutions September 2003 - June 2005
EU Technologies February 2002 - September 2003
Sprint June 2001 - November 2001
American Management Systems June 2000 - July 2001
BNY Mellon June 1997 - September 1998
Skills
SDLC, JavaScript, Agile Methodologies, Requirements Analysis, Solution Architecture, XML, Product Management, Scrum, Integration, Security, Enterprise Architecture, Software Development, Agile Project Management, Java, Program Management, Java Enterprise Edition, Unix, Management Consulting, SOA, Cloud Computing, Team Leadership, Project Management, Software Engineering, Data Center, Spring, IT Strategy, Disaster Recovery, Software Project..., Business Process..., Business Intelligence, SQL, Technical Architecture, System Architecture, Web Services
Education
The Johns Hopkins University 1996 — 2000
B.S., Computer Science
BNY Mellon January 2006 - Present
New England Research Institutes September 1995 - October 2003
Education
The Maharaja Sayajirao University of Baroda 1987 — 1990
MCA, Computer Applications
The Maharaja Sayajirao University of Baroda 1983 — 1986
B.Sc., Mathematics
BNY Mellon February 2003 - Present
Skills
Alternative Investments, Portfolio Management, Fund Accounting, Trading Systems, Fixed Income, Financial Analysis, Equities, Mutual Funds, Bloomberg, Derivatives, Asset Management, Investments, Fund Administration, Hedge Funds, Securities, Financial Services, Fund Of Funds, Capital Markets, Asset Allocation, Investment Strategies, Options, Bloomberg Terminal, Financial Markets, FX Options, Trading, Credit Derivatives, Wealth Management, Equity Derivatives, Swaps, Corporate Actions, Equity Trading, Valuation, Financial Risk, Foreign Exchange, Interest Rate Swaps, Settlement, Private Equity
Education
The University of Akron
BNY Mellon May 2015 - Present
BNY Mellon May 2014 - May 2015
BNY Mellon March 2014 - May 2014
BNY Mellon October 2012 - April 2014
Bank of New York Mellon January 2011 - October 2012
Skills
Financial Analysis, Marketing, Marketing Strategy, Leadership, Advertising, Microsoft Excel, PowerPoint, Forecasting, Microsoft Office, Microsoft Word, Outlook, Data Analysis, Process Improvement, Customer Service, Market Research, Management, Auditing, Securities, Investments, Portfolio Management, Insurance, Access, Finance, Risk Management, Mutual Funds, Financial Reporting
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Finance
CIMBA Undergraduate, Spring 2008 2008 — 2008
International Business
Bank of America October 2010 - Present
BNY Mellon 2008 - 2010
Wachovia May 2007 - October 2008
World Savings October 2005 - May 2007
Skills
Credit, Banking, Loans, Underwriting, Mortgage Lending, Mortgage Banking, Retail Banking, Loan Origination, Commercial Lending, Small Business Lending, Credit Analysis, Risk Management, Finance, Insurance, Relationship Management, Financial Risk, Accounting
Education
The University of Texas at Arlington 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Northwest Vista Community College 2007 — 2008
Business
The University of Texas at San Antonio 2002 — 2003
Sociology
BNY Mellon June 2013 - Present
PivotalPath January 2014 - Present
CFA Society of Washington DC July 2014 - Present
Graystone Consulting July 2009 - June 2013
Bank of America September 2007 - July 2009
JPMorgan 2004 - 2007
USAA Investment Management Company July 1998 - August 2003
Frost Bank 1993 - 1998
Skills
Investments, Asset Allocation, Asset Managment, Financial Analysis, Series 7, Alternative Investments, Investment Advisory, Fixed Income, Banking, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Valuation, Capital Markets, Equities, Private Equity
Education
The University of Texas at San Antonio
Masters, International Politics
The University of Texas at San Antonio
Bachelors, Economics
Morgan Stanley March 2014 - Present
JPMorgan Chase March 2011 - March 2014
BNY Mellon November 2009 - March 2011
Church Tavern Advisors LLC February 2007 - August 2009
JPMorgan Chase August 2003 - January 2007
Skills
Fixed Income, Banking, Structured Finance, Financial Services, Project Finance, Financial Markets
Education
The University of Texas at Austin
Haddow & Company August 2007 - Present
BNY Mellon June 2006 - August 2006
Skills
Disposition, Valuation, Real Estate, Real Estate Economics
Education
The University of Georgia 2003 — 2007
Economics
University of Georgia - Terry College of Business 2003 — 2007
Economics
BNY Mellon August 2011 - Present
Jefferies & Company January 2011 - July 2011
Barclays Capital July 2010 - December 2010
RBS Global Banking & Markets November 2009 - June 2010
Deutsche Bank Securities December 2000 - December 2008
Citigroup August 1998 - December 2000
Skills
AML, Fixed Income, Equities, KYC, Hedge Funds, Banking, Due Diligence, OFAC, Trading, Financial Risk, USA PATRIOT Act, Bloomberg, Options, Settlement, FINRA, Securities, Middle Office, Investment Banking
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1989
BBA, Finance
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2012 - November 2014
BNY Mellon February 2007 - December 2011
Volt August 2001 - February 2007
Leafstone Staffing January 2000 - July 2001
Skills
Call Centers, Deferred Compensation, Performance Management, Recruiting, Human Resources, New Hire Orientations, Interviews, Training, HRIS, Employee Relations, Onboarding, Personnel Management, Payroll, Employee Benefits, Talent Acquisition, Financial Services, Management, HR Policies, Vendor Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Liberal Arts
University of Virginia Darden School of Business August 2014 - Present
BNY Mellon June 2015 - August 2015
IntraLinks December 2011 - July 2014
Medtronic Spine & Biologics August 2010 - March 2011
ePlus September 2009 - August 2010
Skills
Leadership, Strategic Partnerships, Account Management, SaaS, Salesforce.com, Solution Selling, Direct Sales, Cold Calling, Sales Process, Lead Generation
Education
Washington and Lee University 2005 — 2009
BS, Business Administration
London School of Economics and Political Science 2007 — 2007
International Finance
The Westminster Schools
BNY Mellon November 2012 - Present
Metrobank October 2007 - November 2012
Skills
Financial Analysis, Credit Analysis, Banking, Commercial Banking, Credit, Portfolio Management, Financial Modeling
Education
The University of Texas at Austin 2001 — 2005
B.A., Economics
BNY Mellon June 2015 - Present
WilmerHale January 1982 - June 2015
WilmerHale June 1998 - December 2011
Skills
Bankruptcy, Litigation, Corporate Governance, Commercial Litigation, Strategic Planning, Corporate Law
Education
Yale Law School 1971 — 1974
J.D.
Union College 1967 — 1971
B.A., Economics, Political Science
The London School of Economics and Political Science (LSE) 1969 — 1970
Economics
Bound Tree Medical October 2014 - Present
U.S. Bank July 2012 - October 2014
BNY Mellon January 2011 - July 2012
Sears Holdings Corporation July 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2016
Master of Business Administration (MBA), Finance
The Ohio State University 2005 — 2009
Business Administration, Finance
Atlantic Trust May 2014 - Present
BNY Mellon August 2012 - May 2014
My Perfect Gig, Inc. June 2008 - June 2009
Skills
Economics, Visual Basic, VBA, Microsoft Excel, Economic Research, Microsoft Office, PowerPoint, System Configuration, Politics, Regulatory Compliance, Legal Compliance, Investments, HTML, Communication, Qualitative Research, Quantitative Research, Research, At Multitasking, Strategic Business..., Macroeconomics, Microeconomics, Financial Analysis, Financial Modeling, Analytical Modelling
Education
The University of Edinburgh 2011 — 2012
Study Abroad, Economics
University of Southern California 2008 — 2012
BA, Economics/Political Science
Mikeska Monahan and Peckham PC February 2012 - Present
BNY Mellon May 2011 - August 2011
Skills
Financial Analysis, Financial Statements, Financial Accounting, Income Tax, Tax Accounting, Valuation, Making Coffee, GoSystems, Embellishment, Partnership Taxation, Trust Taxation, Microsoft Excel, Craft Beer, Tax, Corporate Tax, Franchise Tax, Sage 300 ERP, Spreadsheets, Compilation Of..., Paging, Weight Training, Tax Returns, Corporate Finance, 10 Key, Financial Modeling, Financial Risk, NPV, Long Distance Running, FinCEN, S Corporations, C-Corp, Intentionally Defective..., Crystal Ball
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Energy
J.B. Rhodes Foundation January 2013 - Present
BNY Mellon November 2008 - Present
BNY Mellon March 2006 - Present
BNY Mellon March 2006 - November 2008
Colonial February 2005 - February 2006
Skills
Financial Services, Financial Modeling, Analysis, Finance, Project Management, Financial Analysis, Investments, Portfolio Management, Account Reconciliation, Bloomberg, Cash Flow, Securities, Loans, Financial Reporting, Management, Accounting, Banking, Cash Management, Strategic Financial..., Risk Management, Corporate Finance, Valuation, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
University of Texas
Bachelor of Business Administration (B.B.A.), Finance; Business Administration
Family Business May 2014 - March 2015
BNY Mellon January 2010 - April 2014
U&D squares Pvt ltd May 2009 - November 2009
Skills
Accounting, Financial Analysis, Account Reconciliation, Financial Reporting, Banking, Valuation, Capital Markets, Auditing, Investment Banking, Corporate Finance, General Ledger, Analysis, Finance, Internal Audit, Management
Education
The University of Connecticut School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
MIT School of Business 2007 — 2009
Post Graduate Program, Finance Management, 64.2%
Symbiosis College of Arts and Commerce 2003 — 2006
Bachelor of Commerce (B.Com.), Marketing and Advertisement, 57.66%
Sun Life Financial April 2014 - Present
State Street November 2012 - March 2014
BNY Mellon November 2008 - June 2012
BNY Mellon June 2005 - October 2008
Mercer October 2004 - June 2005
Anagram Finance July 1998 - June 2001
Skills
User Acceptance Testing, Quality Center, Regression Testing, System Testing, Requirements Analysis, SQL, Testing, SDLC, Manual Testing, Quality Assurance, Requirements Gathering, Databases, Oracle, Troubleshooting, Test Automation, Business Requirements, Business Analysis, Defect Tracking, Microsoft SQL Server, HP Quality Center, Technical Documentation, Oracle SQL, Specifications, Agile & Waterfall..., Black Box Testing, Fixed Income, Scrum, Unix, Test Automation..., Mercury QuickTest Pro, ClearQuest, JIRA, Investments, MCH, SAAS, Functional Testing, SOA, Application Architecture, Smoke Testing, Data Analysis, Desktop Applications, Rational Team Concert, Data Warehousing
Education
University of Findlay 2001 — 2004
Master of Business Administration (MBA), Finance-Major, Minor in Information Systems
M.S University 1995 — 1998
Bachelor of Commerce, Accounting
Aptech 1996 — 1997
Diploma, Software Applications
Navrachna 1983 — 1995
High School
First Republic Bank July 2014 - Present
American Beacon Advisors January 2012 - April 2014
BNY Mellon May 2009 - December 2011
Skills
Finance, Investments, PowerPoint, Due Diligence, Marketing, Series 7, Accounting, Auditing, Mutual Funds, Portfolio Management, Equities, Securities, Account Reconciliation, Internal Controls, Financial Analysis
Education
The University of Texas at Austin
BS Kinesiology, Business
BNY Mellon April 2007 - Present
Bank of NYMellon (Previously JPMorgan Chase) November 2005 - April 2007
JPMChase March 2004 - November 2005
Skills
Banking, Account Reconciliation, Securities, Finance, Cash Flow, Loans, Bonds, Equities
Education
The University of Texas at Dallas
Bachelor, Business Administration; Finance
Arizona Public Service (APS) May 2015 - Present
American Electric Power October 2012 - April 2015
Mellon Capital Management March 2011 - October 2012
BNY Mellon August 2008 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Microsoft Office, Research, Customer Service, Project Management, Public Relations, Outlook, Access, Sports Marketing, Mutual Funds, Event Planning, Sales, Trading
Education
The Ohio State University 2003 — 2007
Fox Chapel Area High School 1999 — 2003
Embry-Riddle Aeronautical University 2011 - Present
Brown Brothers Harriman August 2007 - December 2009
BNY Mellon November 2005 - August 2007
BNY Mellon October 2001 - November 2005
Skills
Cash Management, Financial Analysis, Banking, Risk Management, Financial Risk, Investments, Relationship Management, Financial Modeling, Cash, Corporate Finance, Portfolio Management, Capital Markets, Project Management, Treasury Management, Investment Banking
Education
Tiffin University
Master of Business Administration (M.B.A.)
The Ohio State University
John Glenn School of Public Affairs, Washington Academic Internship Program
The Ohio State University
Bachelor of Arts (BA), International Relations
BNY Mellon October 2012 - April 2013
Lorica Capital May 2012 - August 2012
Proxomo December 2011 - March 2012
Roland Berger Strategy Consultants 2009 - 2010
Citi 2008 - 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Management Consulting, Mergers & Acquisitions, Budgets, Pricing, Business Planning, Financial Risk, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree
The University of Texas at Dallas 2010 — 2012
Master's degree, Finance, General
Ernst & Young 2010 - Present
Deutsche Bank 2008 - 2010
BNY Mellon 2006 - 2007
Skills
Trained Attorney, Certified Anti-Money..., Risk Management, AML, KYC, Financial Risk, Risk Assessment, Internal Audit, Financial Services, Asset Managment, OFAC, Quality Assurance, Due Diligence, Enterprise Risk..., Bank Secrecy Act, USA PATRIOT Act, Operational Risk, Auditing, Financial Regulation, Banking, CAMS, Regulations, Fraud, Financial Institutions, Anti Money Laundering, Sanction, Asset Management
Education
The University of Georgia 1996 — 2000
Bachelor of Arts
BNY Mellon August 2015 - Present
Skills
Teamwork, Accounting, Outlook, Customer Service, PowerPoint, Strategic Planning, Research, Analysis, Microsoft Office, Event Management, Fundraising, Microsoft Word, Nonprofits, Public Speaking, Microsoft Excel
Education
Mountbatten Institute 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Wales, Cardiff 2009 — 2013
Bachelor of Arts (B.A.), Accounting
The University of Stirling
Computers
BNY Mellon October 2013 - Present
Education
The University of Texas at Austin 2006 — 2010
BA, Mathematics
University of North Texas September 2015 - Present
BNY Mellon August 2008 - September 2015
Accountemps/Office Team October 2006 - May 2008
JPMorgan Chase June 2005 - August 2006
Fidelity Investments January 2000 - June 2005
Skills
Banking, Financial Services, Project Management, Bonds, Fixed Income, Financial Analysis, Risk Management, Portfolio Management, Finance, Investments, Equities, Securities, Management, Cross-functional..., Loans, Leadership and Team..., Training and Development, Operational Efficiency, Time Management, Organization, Work Ethic, Easily Adaptable, Flexibility, Dependable Team Player, Bloomberg
Education
The University of Texas at Arlington 1995 — 1999
Bachelors in Arts, Economics
US Bank National Association January 2014 - Present
US Bank National Association March 2011 - January 2014
BNY Mellon October 2007 - March 2011
US Bank National Association October 2005 - October 2007
Hancock Bank December 1998 - October 2005
Skills
Salesforce.com, Loans, Banking, Corporate Trust, Financial Services, Securities, Structured Finance, Wealth Management, Customer Service, Portfolio Management, Commercial Banking, Commercial Lending, Bonds, Credit, Investments
Education
MGCCC
University of Southern Mississippi
Pep Boys December 2005 - Present
Pep Boys June 2005 - November 2005
Pep Boys April 2002 - June 2005
Pep Boys December 2001 - April 2002
Pep Boys June 2001 - November 2001
Pep Boys December 2000 - June 2001
National Football League October 1999 - April 2000
BNY Mellon March 1999 - October 1999
Lehman Brothers September 1996 - February 1999
AIG Trading Corp. June 1992 - June 1996
Skills
Customer Satisfaction, Customer Service, Help Desk Support, Inventory Control, Inventory Management, Loss Prevention, Management, Merchandising, Profit, Retail, Sales, Sales Management, Team Building
Education
Westchester Community College 1985 — 1987
N/A, Mathematics and Computer Science, 3.6
US Navy Nuclear Power School 1981 — 1982
N/A, Nuclear Engineering & Propulsion, 3.4
The University of New Mexico 1979 — 1980
N/A, Nuclear Physics
Sleepy Hollow High School 1976 — 1979
High School, College Prep
Republic National Distributing Company 2015 - 2015
Jiffy Lube International 2014 - 2015
BNY Mellon June 2013 - August 2013
Lantana Communications November 2012 - May 2013
First Rate, Inc January 2012 - November 2012
University of Texas at Arlington August 2010 - December 2011
Skills
Coordination, Microsoft Office, Problem Solving, Customer Service, SQL, Oracle Applications, Data Analysis, Return on Investment..., Project Coordination, Project Delivery, PowerPoint, Microsoft Excel, Remote Desktop, Salesforce.com, Marketing Strategy, Management, Leadership
Education
The University of Texas at Arlington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Halliburton July 2013 - Present
Diversified Well Logging, inc January 2013 - June 2013
BNY Mellon May 2009 - December 2011
Halliburton May 2007 - August 2007
Education
University of Houston 2013 — 2014
Master's degree, Geophysics
The University of Texas at Austin
Bachelor of Science (B.Sc.), Actuarial Science
Kitchen Kid 2015 - Present
JPMorgan Chase & Co. 2014 - 2015
JPMorgan Chase & Co. 2011 - 2014
BNY Mellon 2005 - 2011
Sitrick & Sitrick 2000 - 2004
Lettuce Entertain You Restaurants 1997 - 2004
Education
The School of the Art Institute of Chicago
Bachelor of Fine Arts (B.F.A.), Sculpture
J.P. Morgan August 2010 - Present
BNY Mellon October 2006 - August 2010
BISYS Fund Services August 2005 - October 2006
Skills
Financial Analysis, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Securities, Finance, Derivatives, Microsoft Excel, Valuation, Bloomberg, Financial Services, Analysis, Accounting, Financial Reporting, Fund Accounting, Bonds, Management, Customer Service, Financial Modeling, Leadership
Education
The Ohio State University
Bachelor of Science Economics
The Ohio State University
Bachelor of Science (B.S.), Economics
BNY Mellon January 2012 - Present
Education
The University of Texas at Arlington - College of Business
BNY Mellon December 2005 - Present
JPMorgan Chase August 2005 - November 2005
JPMorgan Chase June 2003 - August 2005
Skills
Portfolio Management, Risk Management, Fixed Income, Management, CRM, Structured Finance, Negotiation, Auditing, Bloomberg, Securities, Mutual Funds, Equities, Derivatives, Investments, Asset Management, Wealth Management, Financial Services, Banking, Capital Markets, Financial Analysis
Education
The University of Texas at Austin 2002 — 2004
Bachelor of Arts (B.A.), Economics
Bellaire High School 1996 — 1999