BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Employee
Years
Job
Industry
Lisa Yee Brown Lisa Yee Brown's BNY Mellon Experience September 1999 - Present
Job Head of Corporate/Healthcare Client Management Groups, BNY Mellon / Chairperson, BNYM West / Director, BNYM Trust Co.
Industry Financial Services
Experience
BNY Mellon September 1999 - Present
BNY Mellon 2007 - 2013
BNY Mellon 1999 - 2007
Skills
Strategic Client..., Fortune 100 Clients, Market Planning, Budget Management, Sales Management, Employee Engagement
Education
University of California, Los Angeles 1980 — 1984
BA, Economics
BNY Mellon September 1999 - Present
BNY Mellon 2007 - 2013
BNY Mellon 1999 - 2007
Skills
Strategic Client..., Fortune 100 Clients, Market Planning, Budget Management, Sales Management, Employee Engagement
Education
University of California, Los Angeles 1980 — 1984
BA, Economics
Christopher Chough Christopher Chough's BNY Mellon Experience June 2010 - September 2010
Job Accounting | Business Operations | Product Management
Industry Accounting
Experience
MaxDelivery.com May 2014 - August 2014
MaxDelivery.com October 2013 - April 2014
Fresco Gelateria March 2013 - June 2013
BNY Mellon June 2010 - September 2010
Peak Ski Center September 2005 - March 2007
Skills
Accounting, QuickBooks, Financial Analysis, Microsoft Office, Web Development
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
MaxDelivery.com May 2014 - August 2014
MaxDelivery.com October 2013 - April 2014
Fresco Gelateria March 2013 - June 2013
BNY Mellon June 2010 - September 2010
Peak Ski Center September 2005 - March 2007
Skills
Accounting, QuickBooks, Financial Analysis, Microsoft Office, Web Development
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
Riley Moody Riley Moody's BNY Mellon Experience 2006 - 2007
Job Sr. Vice President Institutional Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
Iveria (Chiu) Judge Iveria (Chiu) Judge's BNY Mellon Experience January 2001 - August 2014
Job AVP at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2014 - Present
BNY Mellon January 2001 - August 2014
The TCW Group July 1999 - December 2000
Education
University of California, Riverside 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Oaktree Capital Management September 2014 - Present
BNY Mellon January 2001 - August 2014
The TCW Group July 1999 - December 2000
Education
University of California, Riverside 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Vivian Dang Vivian Dang's BNY Mellon Experience March 2011 - February 2013
Job MBA Candidate and Research Assistant at Western Washington University
Industry Financial Services
Experience
Western Washington University September 2015 - Present
Carlisle Interconnect Technologies June 2015 - September 2015
WinCorp Solutions February 2013 - July 2014
BNY Mellon March 2011 - February 2013
DISTRICT OFFICE OF CA STATE ASSEMBLYMEMBER JOEL ANDERSON January 2010 - June 2010
UCSD STUDENT SUSTAINABILITY COLLECTIVE December 2009 - June 2010
Skills
Process Improvement, 5S, Kaizen Blitz, Fund Accounting, Account Reconciliation, Municipal Bonds, Fund Administration, Account Administration, Foreign Exchange, Corporate Trust, Securities, Bonds, Investments, Fixed Income, Banking, Finance, Bloomberg, Public Finance, Microsoft Office, Microsoft Excel, PowerPoint
Education
Western Washington University 2014 — 2016
Master of Business Administration (MBA)
UCSD 2006 — 2010
Bachelor of Arts (B.A.), Economics
Western Washington University September 2015 - Present
Carlisle Interconnect Technologies June 2015 - September 2015
WinCorp Solutions February 2013 - July 2014
BNY Mellon March 2011 - February 2013
DISTRICT OFFICE OF CA STATE ASSEMBLYMEMBER JOEL ANDERSON January 2010 - June 2010
UCSD STUDENT SUSTAINABILITY COLLECTIVE December 2009 - June 2010
Skills
Process Improvement, 5S, Kaizen Blitz, Fund Accounting, Account Reconciliation, Municipal Bonds, Fund Administration, Account Administration, Foreign Exchange, Corporate Trust, Securities, Bonds, Investments, Fixed Income, Banking, Finance, Bloomberg, Public Finance, Microsoft Office, Microsoft Excel, PowerPoint
Education
Western Washington University 2014 — 2016
Master of Business Administration (MBA)
UCSD 2006 — 2010
Bachelor of Arts (B.A.), Economics
Connor Hartwell, CPA Connor Hartwell, CPA's BNY Mellon Experience August 2014 - Present
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2014 - Present
BNY Mellon January 2013 - July 2014
CBIZ MHM, LLC February 2011 - November 2012
The Appetizer October 2003 - February 2011
Pacific Coast Business Times June 2009 - August 2009
Skills
Portfolio Management, Investments, Team Building, Sales, Series 7, Series 66, Mutual Funds, Strategic Financial..., Manage Client..., Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Customer Service, Hedge Funds, Microsoft Excel, Financial Reporting, Derivatives, Trading, Sarbanes-Oxley, US GAAP, Data Analysis, Internal Controls, Financial Audits, Accounting
Education
University of California, Santa Barbara 2007 — 2010
CA; Bachelor of Arts, Business Economics; Accounting
BNY Mellon August 2014 - Present
BNY Mellon January 2013 - July 2014
CBIZ MHM, LLC February 2011 - November 2012
The Appetizer October 2003 - February 2011
Pacific Coast Business Times June 2009 - August 2009
Skills
Portfolio Management, Investments, Team Building, Sales, Series 7, Series 66, Mutual Funds, Strategic Financial..., Manage Client..., Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Customer Service, Hedge Funds, Microsoft Excel, Financial Reporting, Derivatives, Trading, Sarbanes-Oxley, US GAAP, Data Analysis, Internal Controls, Financial Audits, Accounting
Education
University of California, Santa Barbara 2007 — 2010
CA; Bachelor of Arts, Business Economics; Accounting
Danielle Pennington Danielle Pennington's BNY Mellon Experience March 2011 - November 2011
Job Senior Registered Associate/ Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Maria Polard Maria Polard's BNY Mellon Experience November 2011 - Present
Job Management Trainee at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon November 2011 - Present
Skills
Human Resources, HR Policies, HR Transformation, Team Management, Team Building, Employee Management
Education
University of Alaska Anchorage 2005 — 2008
Bachelor of Business Administration (BBA)
BNY Mellon November 2011 - Present
Skills
Human Resources, HR Policies, HR Transformation, Team Management, Team Building, Employee Management
Education
University of Alaska Anchorage 2005 — 2008
Bachelor of Business Administration (BBA)
James Goede James Goede's BNY Mellon Experience August 2007 - October 2010
Job Restructuring Advisory at EY
Industry Financial Services
Experience
Ernst & Young LLP April 2015 - Present
Aberdeen Asset Management May 2012 - June 2014
Artio Global Investors October 2010 - May 2012
BNY Mellon August 2007 - October 2010
BNY Mellon January 2010 - July 2010
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Arts, Economics, GPA 3.64
Ernst & Young LLP April 2015 - Present
Aberdeen Asset Management May 2012 - June 2014
Artio Global Investors October 2010 - May 2012
BNY Mellon August 2007 - October 2010
BNY Mellon January 2010 - July 2010
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Arts, Economics, GPA 3.64
Sam Perry's BNY Mellon Experience March 2012 - March 2013
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management May 2014 - Present
Children's Museum of Phoenix May 2006 - May 2014
BNY Mellon March 2012 - March 2013
American Funds April 1999 - March 2012
Skills
Public Speaking, Asset Allocation, Financial Risk..., Investment Education, Asset Management, Mutual Funds, Fundraising, Training, Series 7, Series 63, 401k, Retirement Planning, IRAs, Alternative Investments, Finance, Financial Services, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Management, Marketing, Portfolio Management, Retirement, Securities, Wealth Management
Education
University of Arkansas 1987 — 1991
Bachelor of Science, Business Administration and Management, General
MFS Investment Management May 2014 - Present
Children's Museum of Phoenix May 2006 - May 2014
BNY Mellon March 2012 - March 2013
American Funds April 1999 - March 2012
Skills
Public Speaking, Asset Allocation, Financial Risk..., Investment Education, Asset Management, Mutual Funds, Fundraising, Training, Series 7, Series 63, 401k, Retirement Planning, IRAs, Alternative Investments, Finance, Financial Services, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Management, Marketing, Portfolio Management, Retirement, Securities, Wealth Management
Education
University of Arkansas 1987 — 1991
Bachelor of Science, Business Administration and Management, General
Colin Brazell Colin Brazell's BNY Mellon Experience June 2013 - January 2014
Job Premium Auditor I at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2014 - Present
BNY Mellon June 2013 - January 2014
Wegmans Food Markets June 2007 - September 2012
Skills
Auditing, Software Documentation, Management, Internal Audit, Insurance, Policy, Strategy, Customer Service, Security, Bookkeeping, Accounting, Financial Reporting, Financial Analysis
Education
State University of New York at Albany 2012 — 2013
Master's Degree, Forensic Accounting
Siena College 2007 — 2011
Bachelor's Degree, Accounting
Liberty Mutual Insurance January 2014 - Present
BNY Mellon June 2013 - January 2014
Wegmans Food Markets June 2007 - September 2012
Skills
Auditing, Software Documentation, Management, Internal Audit, Insurance, Policy, Strategy, Customer Service, Security, Bookkeeping, Accounting, Financial Reporting, Financial Analysis
Education
State University of New York at Albany 2012 — 2013
Master's Degree, Forensic Accounting
Siena College 2007 — 2011
Bachelor's Degree, Accounting
Austin Ganz Austin Ganz's BNY Mellon Experience 1994 - 1995
Job VP, Director | Business Transformation, Risk Management, Compliance, Consulting, Project Management
Industry Financial Services
Experience
Knight Bentley Group 2013 - Present
Citi 2012 - 2013
Gupton Marrs International 2008 - 2011
GA Consulting Group 2003 - 2008
Merrill Lynch 1995 - 2003
BNY Mellon 1994 - 1995
Breakthrough Concepts 1992 - 1994
Skills
Risk Management, Business Process..., Business Process, Financial Services, Business Transformation, PMO, Financial Risk, Banking, Governance, Business Analysis, Strategy, GRC, Vendor Management, SOX 404, Financial Reporting, Transformations, Process Transformation, Performance Improvement, Capital Markets, Shared Services, Six Sigma, Equities, BPO, Business Process..., Management, HR Transformation, Executive Management, Sarbanes-Oxley Act, Program Management, Managerial Finance, Process Improvement, Business Development, Integration, Consulting, Finance, Enterprise Risk..., Analysis, Analytics, Outsourcing, Operational Risk, Project Management, Management Consulting
Education
University of Wisconsin-Madison
BBA, Finance, Risk Management & Insurance
University of Bridgeport
MBA, Finance & Management
Knight Bentley Group 2013 - Present
Citi 2012 - 2013
Gupton Marrs International 2008 - 2011
GA Consulting Group 2003 - 2008
Merrill Lynch 1995 - 2003
BNY Mellon 1994 - 1995
Breakthrough Concepts 1992 - 1994
Skills
Risk Management, Business Process..., Business Process, Financial Services, Business Transformation, PMO, Financial Risk, Banking, Governance, Business Analysis, Strategy, GRC, Vendor Management, SOX 404, Financial Reporting, Transformations, Process Transformation, Performance Improvement, Capital Markets, Shared Services, Six Sigma, Equities, BPO, Business Process..., Management, HR Transformation, Executive Management, Sarbanes-Oxley Act, Program Management, Managerial Finance, Process Improvement, Business Development, Integration, Consulting, Finance, Enterprise Risk..., Analysis, Analytics, Outsourcing, Operational Risk, Project Management, Management Consulting
Education
University of Wisconsin-Madison
BBA, Finance, Risk Management & Insurance
University of Bridgeport
MBA, Finance & Management
Theodore Jurlano Theodore Jurlano's BNY Mellon Experience October 2010 - March 2011
Job Corporate Banking Credit Analyst at HSBC
Industry Banking
Experience
HSBC November 2013 - Present
HSBC July 2013 - November 2013
Brookfield Asset Management May 2012 - July 2013
BNY Mellon October 2010 - March 2011
Momentive Performance Materials July 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Microsoft Excel, Corporate Finance, Bloomberg, Accounting, Microsoft Office, PowerPoint, Portfolio Management, Hedge Funds, Finance, Equities, Investments, Bloomberg Terminal
Education
Villanova University 2011 — 2012
Masters, Finance
State University of New York at Albany 2006 — 2010
Bachelors of Science, Financial Analysis Honors, Mathematics
HSBC November 2013 - Present
HSBC July 2013 - November 2013
Brookfield Asset Management May 2012 - July 2013
BNY Mellon October 2010 - March 2011
Momentive Performance Materials July 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Microsoft Excel, Corporate Finance, Bloomberg, Accounting, Microsoft Office, PowerPoint, Portfolio Management, Hedge Funds, Finance, Equities, Investments, Bloomberg Terminal
Education
Villanova University 2011 — 2012
Masters, Finance
State University of New York at Albany 2006 — 2010
Bachelors of Science, Financial Analysis Honors, Mathematics
Phyllis Elkind Phyllis Elkind's BNY Mellon Experience 1994 - Present
Job Application Architect at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1994 - Present
Amex Shearson Lehmann January 1992 - September 1994
crawdaddy 1972 - 1974
Skills
Published Author, Data Architecture, Data Modeling, Business Analysis, Microsoft SQL Server, Oracle, DB2, Database Design, Software Project..., Corporate Finance, Brokerage, Requirements Gathering, Sybase, SDLC, Data Warehousing, Agile Methodologies, Etch a Sketch
Education
Bank Street College
MS
State University of New York at Albany
BA
BNY Mellon 1994 - Present
Amex Shearson Lehmann January 1992 - September 1994
crawdaddy 1972 - 1974
Skills
Published Author, Data Architecture, Data Modeling, Business Analysis, Microsoft SQL Server, Oracle, DB2, Database Design, Software Project..., Corporate Finance, Brokerage, Requirements Gathering, Sybase, SDLC, Data Warehousing, Agile Methodologies, Etch a Sketch
Education
Bank Street College
MS
State University of New York at Albany
BA
Gesly Leveque Gesly Leveque's BNY Mellon Experience June 2007 - November 2011
Job Directeur General at Banque Populaire Haitienne
Industry Accounting
Experience
HOME USAID July 2015 - Present
Banque Populaire Haitienne November 2011 - Present
BNY Mellon June 2007 - November 2011
BNYMellon Trust Co NA June 2007 - October 2011
CANARE CORPORATION October 2005 - June 2007
CANARE CORPORATION October 2005 - May 2007
CitiBank March 2004 - June 2005
Gesly Leveque March 2004 - June 2005
BNC - Haiti June 1998 - July 2001
BANK OF BOSTON - Haiti February 1993 - May 1996
Skills
Financial Reporting, Reconciliation, Accounts Payable, General Ledger, Journal Entries, Accruals, Balance, Tax Returns, GAAP, Accounting, Cash, Tax, Fund Accounting, Payroll, Auditing, Excel, Accounts Receivable, Budgeting, Invoicing, Audit, Analysis, Microsoft Office, Budgets, Account Reconciliation, Financial Modeling, Internal Audit, Variance Analysis, Banking, QuickBooks, Financial Statements, Microsoft Excel, Bank Reconciliation, Sales Tax, Sarbanes-Oxley Act, Finance
Education
University of California, Los Angeles 2009 — 2012
Graduate Program, Accounting
UCLA 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
CEFEB-Paris 1990 — 1992
Etudes superieures, Finance
Law School- Port-au-Prince Haiti 1978 — 1982
Bachelor, Law
HOME USAID July 2015 - Present
Banque Populaire Haitienne November 2011 - Present
BNY Mellon June 2007 - November 2011
BNYMellon Trust Co NA June 2007 - October 2011
CANARE CORPORATION October 2005 - June 2007
CANARE CORPORATION October 2005 - May 2007
CitiBank March 2004 - June 2005
Gesly Leveque March 2004 - June 2005
BNC - Haiti June 1998 - July 2001
BANK OF BOSTON - Haiti February 1993 - May 1996
Skills
Financial Reporting, Reconciliation, Accounts Payable, General Ledger, Journal Entries, Accruals, Balance, Tax Returns, GAAP, Accounting, Cash, Tax, Fund Accounting, Payroll, Auditing, Excel, Accounts Receivable, Budgeting, Invoicing, Audit, Analysis, Microsoft Office, Budgets, Account Reconciliation, Financial Modeling, Internal Audit, Variance Analysis, Banking, QuickBooks, Financial Statements, Microsoft Excel, Bank Reconciliation, Sales Tax, Sarbanes-Oxley Act, Finance
Education
University of California, Los Angeles 2009 — 2012
Graduate Program, Accounting
UCLA 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
CEFEB-Paris 1990 — 1992
Etudes superieures, Finance
Law School- Port-au-Prince Haiti 1978 — 1982
Bachelor, Law
Christopher Zolezzi Christopher Zolezzi's BNY Mellon Experience December 2011 - Present
Job V.P. Sr Mortgage Banking Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Wells Fargo December 2009 - December 2011
Pacific National Bank December 2007 - January 2010
Washington Mutual 2002 - 2007
Accenture March 2000 - September 2002
Skills
Mortgage Lending, Underwriting, Loans
Education
University of California, Davis 1995 — 2000
B.S., Managerial Economics
BNY Mellon December 2011 - Present
Wells Fargo December 2009 - December 2011
Pacific National Bank December 2007 - January 2010
Washington Mutual 2002 - 2007
Accenture March 2000 - September 2002
Skills
Mortgage Lending, Underwriting, Loans
Education
University of California, Davis 1995 — 2000
B.S., Managerial Economics
Kris Patton Kris Patton's BNY Mellon Experience September 2013 - May 2015
Job Manager / Team Lead Large Middle Market Corporate Loan Closing at BBVA
Industry Financial Services
Experience
BBVA June 2015 - Present
BNY Mellon September 2013 - May 2015
BNY Mellon July 2011 - September 2013
BNY Mellon September 2009 - July 2011
Skills
Customer Relations, Investments, Public Speaking, Asset Management, Operations Management, Account Management, Disaster Response, Disaster Recovery, Debt Management, Trading, Syndicated Loans, Finance, Microsoft Excel, Financial Analysis, Loans, Management, Syndications, Customer Service, Financial Services, Portfolio Management
Education
University of North Texas 2005 — 2009
Bachelor of Arts (B.A.), Major: Journalism Minor: Political Science
University of California, Berkeley
Certificate Program in Project Management
BBVA June 2015 - Present
BNY Mellon September 2013 - May 2015
BNY Mellon July 2011 - September 2013
BNY Mellon September 2009 - July 2011
Skills
Customer Relations, Investments, Public Speaking, Asset Management, Operations Management, Account Management, Disaster Response, Disaster Recovery, Debt Management, Trading, Syndicated Loans, Finance, Microsoft Excel, Financial Analysis, Loans, Management, Syndications, Customer Service, Financial Services, Portfolio Management
Education
University of North Texas 2005 — 2009
Bachelor of Arts (B.A.), Major: Journalism Minor: Political Science
University of California, Berkeley
Certificate Program in Project Management
Lorri-Anne Cummings Lorri-Anne Cummings's BNY Mellon Experience September 2013 - Present
Job Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
People Inc September 2012 - July 2013
Best Buy October 2011 - August 2012
Skills
Microsoft Office, Windows, Mac OS, Linux, Python, Java, HTML, Always Willing to Learn, Reliable, Positive Can-do Attitude, Flexibility, Adaptability, Customer Service, Teamwork, Microsoft Excel, Sales
Education
University at Buffalo 2008 — 2013
Bachelor of Arts (B.A.), Mathematics
BNY Mellon September 2013 - Present
People Inc September 2012 - July 2013
Best Buy October 2011 - August 2012
Skills
Microsoft Office, Windows, Mac OS, Linux, Python, Java, HTML, Always Willing to Learn, Reliable, Positive Can-do Attitude, Flexibility, Adaptability, Customer Service, Teamwork, Microsoft Excel, Sales
Education
University at Buffalo 2008 — 2013
Bachelor of Arts (B.A.), Mathematics
Robert Besser Robert Besser's BNY Mellon Experience May 2008 - April 2014
Job Senior Vice President, Corporate Banking at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets April 2014 - Present
BNY Mellon May 2008 - April 2014
Union Bank September 2007 - April 2008
The Bank of New York May 2000 - August 2007
Mizuho Bank April 1997 - April 2000
Verizon Wireless August 1996 - April 1997
Verizon August 1995 - August 1996
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Development, Cross Selling, Fortune 1000, Credit, Credit Risk, Underwriting, Financial Analysis, Capital Markets, Syndications, Treasury Management, Investment Management, Corporate Finance, Derivatives, Corporate Trust, Global Custody, Risk Management, Financial Modeling, Investments
Education
University of Southern California 1993 — 1995
Master of Business Administration (MBA), Marketing and International Finance
University of California, Berkeley 1987 — 1990
Bachelor of Arts (B.A.), History
BB&T Capital Markets April 2014 - Present
BNY Mellon May 2008 - April 2014
Union Bank September 2007 - April 2008
The Bank of New York May 2000 - August 2007
Mizuho Bank April 1997 - April 2000
Verizon Wireless August 1996 - April 1997
Verizon August 1995 - August 1996
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Development, Cross Selling, Fortune 1000, Credit, Credit Risk, Underwriting, Financial Analysis, Capital Markets, Syndications, Treasury Management, Investment Management, Corporate Finance, Derivatives, Corporate Trust, Global Custody, Risk Management, Financial Modeling, Investments
Education
University of Southern California 1993 — 1995
Master of Business Administration (MBA), Marketing and International Finance
University of California, Berkeley 1987 — 1990
Bachelor of Arts (B.A.), History
Jonathan Lin's BNY Mellon Experience July 2012 - October 2012
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting April 2015 - Present
Profit Recovery Partners October 2012 - January 2015
BNY Mellon July 2012 - October 2012
State Farm Insurance December 2011 - July 2012
Sidoxia Capital Management, LLC September 2010 - June 2011
State Street June 2010 - August 2010
Alpha Kappa Psi June 2009 - May 2010
Merrill Lynch June 2009 - December 2009
Skills
Financial Modeling, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Conflict Resolution, Negotiation, Outlook, Vlookup, Pivot Tables, Financial Accounting, DCF Valuation, Wealth Management, Asset Managment, Consulting, Mergers & Acquisitions, Investments, Valuation, Analysis, Corporate Finance, Due Diligence, Management
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Hitachi Consulting April 2015 - Present
Profit Recovery Partners October 2012 - January 2015
BNY Mellon July 2012 - October 2012
State Farm Insurance December 2011 - July 2012
Sidoxia Capital Management, LLC September 2010 - June 2011
State Street June 2010 - August 2010
Alpha Kappa Psi June 2009 - May 2010
Merrill Lynch June 2009 - December 2009
Skills
Financial Modeling, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Conflict Resolution, Negotiation, Outlook, Vlookup, Pivot Tables, Financial Accounting, DCF Valuation, Wealth Management, Asset Managment, Consulting, Mergers & Acquisitions, Investments, Valuation, Analysis, Corporate Finance, Due Diligence, Management
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Jaclyn Borja Jaclyn Borja's BNY Mellon Experience December 2007 - August 2014
Job Operation Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Mizuho Bank September 2014 - Present
BNY Mellon December 2007 - August 2014
Morgan Stanley May 2006 - November 2007
Tryiton Eyewear LLC April 2004 - May 2006
Tryiton Eyewear LLC April 2004 - May 2006
Skills
Account Reconciliation, Equities, Corporate Actions, FX Options, Fixed Income, Mutual Funds, Back Office, Euroclear, Options, Commodity, Bloomberg, Accounting, Hedge Funds, Access, Derivatives, Finance, Securities, Fund Administration, Fund Accounting
Education
University of Bridgeport 2002 — 2006
Bachelor of Science, Accounting; Accounting; Finance, Economics, and Business Law
Mizuho Bank September 2014 - Present
BNY Mellon December 2007 - August 2014
Morgan Stanley May 2006 - November 2007
Tryiton Eyewear LLC April 2004 - May 2006
Tryiton Eyewear LLC April 2004 - May 2006
Skills
Account Reconciliation, Equities, Corporate Actions, FX Options, Fixed Income, Mutual Funds, Back Office, Euroclear, Options, Commodity, Bloomberg, Accounting, Hedge Funds, Access, Derivatives, Finance, Securities, Fund Administration, Fund Accounting
Education
University of Bridgeport 2002 — 2006
Bachelor of Science, Accounting; Accounting; Finance, Economics, and Business Law
Kameron McCullough's BNY Mellon Experience October 2010 - October 2011
Job Sales Manager at The Daily Beast
Industry Marketing and Advertising
Experience
The Daily Beast April 2015 - Present
Hearst Magazines February 2014 - March 2015
Disney ABC Television Group August 2013 - February 2014
Fairchild Fashion Media December 2012 - August 2013
Women's Wear Daily October 2011 - November 2012
BNY Mellon October 2010 - October 2011
Skills
Financial Analysis, Hedge Funds, Marketing, Bonds, Sales, Banking, Financial Modeling, Financial Reporting, Financial Services, Human Resources, Analysis, Online Advertising, Integrated Marketing, Investments, Budgets, Social Media Marketing, Digital Media, Project Management, Media Planning, Advertising, Finance, Analytics, Event Planning, Accounting, Marketing Management, Time Management, Social Media, Digital Marketing, Social Networking, Strategic Planning, Leadership
Education
Buffalo State College 2003 — 2008
B.A., Economics & Finance
The Daily Beast April 2015 - Present
Hearst Magazines February 2014 - March 2015
Disney ABC Television Group August 2013 - February 2014
Fairchild Fashion Media December 2012 - August 2013
Women's Wear Daily October 2011 - November 2012
BNY Mellon October 2010 - October 2011
Skills
Financial Analysis, Hedge Funds, Marketing, Bonds, Sales, Banking, Financial Modeling, Financial Reporting, Financial Services, Human Resources, Analysis, Online Advertising, Integrated Marketing, Investments, Budgets, Social Media Marketing, Digital Media, Project Management, Media Planning, Advertising, Finance, Analytics, Event Planning, Accounting, Marketing Management, Time Management, Social Media, Digital Marketing, Social Networking, Strategic Planning, Leadership
Education
Buffalo State College 2003 — 2008
B.A., Economics & Finance
Jonathan Hui's BNY Mellon Experience December 2002 - April 2010
Job Assistant Vice President at EIG Global Energy Partners
Industry Investment Management
Experience
EIG Global Energy Partners May 2010 - Present
BNY Mellon December 2002 - April 2010
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), International Economics, Emphasis in East Asia
EIG Global Energy Partners May 2010 - Present
BNY Mellon December 2002 - April 2010
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), International Economics, Emphasis in East Asia
Joon Paik Joon Paik's BNY Mellon Experience February 2015 - Present
Job Network Architect at BNY Mellon
Industry Telecommunications
Experience
BNY Mellon February 2015 - Present
BNY Mellon April 2001 - February 2015
Cisco Systems February 2000 - April 2001
Skills
Network Architecture, Cisco Technologies, MPLS
Education
University at Buffalo 1988 — 1991
BS, Computer Science
BNY Mellon February 2015 - Present
BNY Mellon April 2001 - February 2015
Cisco Systems February 2000 - April 2001
Skills
Network Architecture, Cisco Technologies, MPLS
Education
University at Buffalo 1988 — 1991
BS, Computer Science
Robert Jonson Robert Jonson's BNY Mellon Experience June 2007 - Present
Job Vice President Strategy & Transformation at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2007 - Present
LloydsTSB February 2005 - June 2007
EF Education First March 2004 - January 2005
iCandy Design Ltd August 2002 - February 2004
Zurich Insurance Company Ltd. 1994 - 1996
Skills
Project Management, Financial Analysis, Corporate Finance, Capital Markets, Microsoft Excel, Performance Dashboards, Performance Metrics, Actuate Reporting, Ad Hoc Reporting, Administration, Writing, Federal Government, Hands-on Training, New Business Development, Government Loans, Management, Loans, Business Strategy, Trading, Banking, Fixed Income, Derivatives, Securities, Strategy, Financial Services, Relationship Management, Portfolio Management
Education
University of Bristol 2007 — 2009
MSc, International Relations
University of Southampton 1999 — 2003
BA Honours, Spanish & Latin American Studies
Tavistock Comprehensive
BNY Mellon June 2007 - Present
LloydsTSB February 2005 - June 2007
EF Education First March 2004 - January 2005
iCandy Design Ltd August 2002 - February 2004
Zurich Insurance Company Ltd. 1994 - 1996
Skills
Project Management, Financial Analysis, Corporate Finance, Capital Markets, Microsoft Excel, Performance Dashboards, Performance Metrics, Actuate Reporting, Ad Hoc Reporting, Administration, Writing, Federal Government, Hands-on Training, New Business Development, Government Loans, Management, Loans, Business Strategy, Trading, Banking, Fixed Income, Derivatives, Securities, Strategy, Financial Services, Relationship Management, Portfolio Management
Education
University of Bristol 2007 — 2009
MSc, International Relations
University of Southampton 1999 — 2003
BA Honours, Spanish & Latin American Studies
Tavistock Comprehensive
Stacy Saavedra Stacy Saavedra's BNY Mellon Experience October 2006 - October 2010
Job Client Service Assistant VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors October 2014 - Present
Miami Marlins, L.P. August 2012 - Present
Adrienne Arsht Center for the Performing Arts November 2011 - Present
BNY Mellon October 2006 - October 2010
Morgan Stanley Smith Barney October 1994 - October 2006
Skills
CRM, Customer Service, Investments, Portfolio Management, Sales Operations, Trading, Microsoft Excel, Microsoft Office, Outlook, Leadership, Budgets, Microsoft Word, Management, PowerPoint
Education
Florida Trust School 2009 — 2010
Florida Trust Law, Estate Planning, Retirement Planning
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), French and Business Administration
VALIC Financial Advisors October 2014 - Present
Miami Marlins, L.P. August 2012 - Present
Adrienne Arsht Center for the Performing Arts November 2011 - Present
BNY Mellon October 2006 - October 2010
Morgan Stanley Smith Barney October 1994 - October 2006
Skills
CRM, Customer Service, Investments, Portfolio Management, Sales Operations, Trading, Microsoft Excel, Microsoft Office, Outlook, Leadership, Budgets, Microsoft Word, Management, PowerPoint
Education
Florida Trust School 2009 — 2010
Florida Trust Law, Estate Planning, Retirement Planning
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), French and Business Administration
Glenn Goggins Glenn Goggins's BNY Mellon Experience May 2014 - Present
Job Senior Counsel Securities/Corporate/Compliance
Industry Legal Services
Experience
BNY Mellon May 2014 - Present
UBS Investment Bank June 2001 - June 2013
GE Capital September 1997 - June 2001
JPMorgan Chase January 1990 - September 1997
Brown & Wood (Sidley Austin) August 1985 - December 1989
Skills
Capital Markets, Securities, Fixed Income, Investment Banking, Treasury, Corporate Finance, Due Diligence
Education
University of North Carolina School of Law 1982 — 1985
Doctor of Law (J.D.)
State University of New York at Albany 1979 — 1982
Bachelor of Science (BS), Accounting
BNY Mellon May 2014 - Present
UBS Investment Bank June 2001 - June 2013
GE Capital September 1997 - June 2001
JPMorgan Chase January 1990 - September 1997
Brown & Wood (Sidley Austin) August 1985 - December 1989
Skills
Capital Markets, Securities, Fixed Income, Investment Banking, Treasury, Corporate Finance, Due Diligence
Education
University of North Carolina School of Law 1982 — 1985
Doctor of Law (J.D.)
State University of New York at Albany 1979 — 1982
Bachelor of Science (BS), Accounting
Steven Cramer Steven Cramer's BNY Mellon Experience October 2013 - September 2014
Job Available for contract at Consultant
Industry Investment Management
Experience
Consultant, Fund Accounting and Operations October 2014 - Present
BNY Mellon October 2013 - September 2014
The California Endowment April 2008 - July 2012
Payden & Rygel October 1999 - March 2008
Zenith Insurance Company (United States) August 1991 - October 1999
Bossini Marketing (USA) Inc. November 1989 - July 1991
Financial Industry Regulatory Authority (FINRA) July 1987 - October 1989
Skills
Investment Accounting, Investment Operations, Portfolio Management, Investments, Accounting, Financial Reporting, Performance Measurement, Alternative Investments, SEC filings, Tax Reporting, Global Investment..., Investment Management, Fixed Income, Equities, Project Management, Asset Management, Hedge Funds, Bloomberg, Portia, Financial Analysis, Securities
Education
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (BA), Business Econmics and Spanish
Consultant, Fund Accounting and Operations October 2014 - Present
BNY Mellon October 2013 - September 2014
The California Endowment April 2008 - July 2012
Payden & Rygel October 1999 - March 2008
Zenith Insurance Company (United States) August 1991 - October 1999
Bossini Marketing (USA) Inc. November 1989 - July 1991
Financial Industry Regulatory Authority (FINRA) July 1987 - October 1989
Skills
Investment Accounting, Investment Operations, Portfolio Management, Investments, Accounting, Financial Reporting, Performance Measurement, Alternative Investments, SEC filings, Tax Reporting, Global Investment..., Investment Management, Fixed Income, Equities, Project Management, Asset Management, Hedge Funds, Bloomberg, Portia, Financial Analysis, Securities
Education
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (BA), Business Econmics and Spanish
Wanting Ji's BNY Mellon Experience November 2010 - March 2011
Job Manager Assistant and Sales at Kitchen Star Cabinet & Counter Top
Industry Financial Services
Experience
Kitchen Star Cabinet & Counter Top September 2012 - Present
L'amour Beauty April 2012 - August 2012
Edmonton's Food Bank August 2009 - January 2012
Buddha’s Light International Association December 2006 - January 2012
Hill & Knowlton May 2011 - August 2011
BNY Mellon November 2010 - March 2011
AIESEC September 2009 - August 2010
Edmonton's Food Bank April 2009 - August 2009
University of Alberta January 2007 - September 2008
Hape Intl. Inc. June 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Bloomberg, Public Relations, Presentation Design, Office Administration, Database Administration, Social Media, Charity Marketing, Chinese culture, Asian Business, Asian markets, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Adobe, LinkedIn, Twitter, Analysis
Education
University of Alberta 2006 — 2012
Bachelor of Commerce, Cooperative Education, Finance, General
Kitchen Star Cabinet & Counter Top September 2012 - Present
L'amour Beauty April 2012 - August 2012
Edmonton's Food Bank August 2009 - January 2012
Buddha’s Light International Association December 2006 - January 2012
Hill & Knowlton May 2011 - August 2011
BNY Mellon November 2010 - March 2011
AIESEC September 2009 - August 2010
Edmonton's Food Bank April 2009 - August 2009
University of Alberta January 2007 - September 2008
Hape Intl. Inc. June 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Bloomberg, Public Relations, Presentation Design, Office Administration, Database Administration, Social Media, Charity Marketing, Chinese culture, Asian Business, Asian markets, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Adobe, LinkedIn, Twitter, Analysis
Education
University of Alberta 2006 — 2012
Bachelor of Commerce, Cooperative Education, Finance, General
David Garza David Garza's BNY Mellon Experience October 2010 - September 2014
Job Director of Portfolio Management at City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
Justin Starkey's BNY Mellon Experience March 2011 - March 2015
Job Account Coordinator Berlin Packaging
Industry Packaging and Containers
Experience
Berlin Packaging March 2015 - Present
BNY Mellon March 2011 - March 2015
Wallflower Design Company October 2013 - November 2014
BNY Mellon January 2010 - February 2011
State Farm Insurance January 2009 - May 2009
Skills
Marketing, Time Management, Accounting, Financial Analysis, Leadership, Data Analysis, Lotus Notes, Outlook, Social Media, Asset Management, Social Media Marketing, Social Networking, Marketing Strategy, Sales
Education
Seton Hill University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations, 3.67
University College Cork 2006 — 2006
General Studies
Bethel Park Senior High School 2002 — 2005
Berlin Packaging March 2015 - Present
BNY Mellon March 2011 - March 2015
Wallflower Design Company October 2013 - November 2014
BNY Mellon January 2010 - February 2011
State Farm Insurance January 2009 - May 2009
Skills
Marketing, Time Management, Accounting, Financial Analysis, Leadership, Data Analysis, Lotus Notes, Outlook, Social Media, Asset Management, Social Media Marketing, Social Networking, Marketing Strategy, Sales
Education
Seton Hill University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations, 3.67
University College Cork 2006 — 2006
General Studies
Bethel Park Senior High School 2002 — 2005
Tina Marie Price's BNY Mellon Experience July 2015 - Present
Job Contract Senior Recruiter at BNY Mellon
Industry Human Resources
Experience
BNY Mellon July 2015 - Present
1st Mariner Bank October 2003 - February 2015
Comcast Communications November 1995 - July 2003
Skills
Employee Relations, Onboarding, College Recruiting, Recruiting, Temporary Placement, Vendor Management, Human Resources, Organizational..., Performance Management, Applicant Tracking..., Deferred Compensation, Management, Talent Acquisition, Internet Recruiting, Succession Planning, Training, Talent Management, Employee Benefits, PeopleSoft, HRIS, Workforce Planning, Benefits Administration, New Hire Orientations, Interviews, Technical Recruiting, Job Fairs, Staffing Services, Career Development
Education
University of Baltimore
Bachelor's Degree, Business Administration and Creative Writing
BNY Mellon July 2015 - Present
1st Mariner Bank October 2003 - February 2015
Comcast Communications November 1995 - July 2003
Skills
Employee Relations, Onboarding, College Recruiting, Recruiting, Temporary Placement, Vendor Management, Human Resources, Organizational..., Performance Management, Applicant Tracking..., Deferred Compensation, Management, Talent Acquisition, Internet Recruiting, Succession Planning, Training, Talent Management, Employee Benefits, PeopleSoft, HRIS, Workforce Planning, Benefits Administration, New Hire Orientations, Interviews, Technical Recruiting, Job Fairs, Staffing Services, Career Development
Education
University of Baltimore
Bachelor's Degree, Business Administration and Creative Writing
Todd Winchel Todd Winchel's BNY Mellon Experience 2001 - 2005
Job Vice President Global Capital Markets Insurance Collateral Solutions at Wilmington Trust
Industry Banking
Experience
Wilmington Trust September 2014 - Present
Wells Fargo October 2005 - September 2014
BNY Mellon 2001 - 2005
Bankers Trust Co. June 1986 - October 1995
Skills
Commercial Banking, Banking, Reinsurance, Captives, Bermuda SPVs, Reg 114 Trusts, Management, Sales Management, Divisional Management, Structured Finance, Financial Services, Capital Markets, Derivatives, Alternative Investments, Financial Markets, Business Relationship..., Relationship Management, Bonds, Securities, Securitization, Corporate Trust, Financial Institutions, Fixed Income, Insurance, Project Finance, Risk Management
Education
SUNY at Buffalo
Bachelor of Science, Business Administration and Management, General
Wilmington Trust September 2014 - Present
Wells Fargo October 2005 - September 2014
BNY Mellon 2001 - 2005
Bankers Trust Co. June 1986 - October 1995
Skills
Commercial Banking, Banking, Reinsurance, Captives, Bermuda SPVs, Reg 114 Trusts, Management, Sales Management, Divisional Management, Structured Finance, Financial Services, Capital Markets, Derivatives, Alternative Investments, Financial Markets, Business Relationship..., Relationship Management, Bonds, Securities, Securitization, Corporate Trust, Financial Institutions, Fixed Income, Insurance, Project Finance, Risk Management
Education
SUNY at Buffalo
Bachelor of Science, Business Administration and Management, General
Fergal Cunnane Fergal Cunnane's BNY Mellon Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
CIBC March 2012 - Present
AIB November 2011 - February 2012
BNY Mellon 2009 - 2011
Skills
Financial Services, Banking, Credit, Credit Analysis, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Wealth Management, Commercial Banking, Consumer Lending, Credit Risk, Cross Selling, Risk Management, CRM, Financial Analysis, Management
Education
University College Dublin 1994 — 1997
Bachelor of Science (BSc), Physics
CIBC March 2012 - Present
AIB November 2011 - February 2012
BNY Mellon 2009 - 2011
Skills
Financial Services, Banking, Credit, Credit Analysis, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Wealth Management, Commercial Banking, Consumer Lending, Credit Risk, Cross Selling, Risk Management, CRM, Financial Analysis, Management
Education
University College Dublin 1994 — 1997
Bachelor of Science (BSc), Physics
David Ranieri David Ranieri's BNY Mellon Experience September 2006 - September 2007
Job Operations Manager at Geode Capital Management
Industry Financial Services
Experience
Geode Capital Management March 2015 - Present
Geode Capital Management September 2013 - March 2015
BNP Paribas August 2009 - August 2013
BNP Paribas September 2007 - January 2010
BNY Mellon September 2006 - September 2007
State Street February 2005 - June 2006
Skills
Middle Office, Derivatives, Bloomberg, Equities, Hedge Funds, Trading, Portfolio Management, Options, Mutual Funds, Trading Systems, Commodity, Finance, Investments, Settlement, Structured Products, Account Reconciliation, Hedging, ETFs, Funding, Analysis, Valuation, Alternative Investments, Financial Services, Capital Markets
Education
University at Buffalo 2003 — 2005
Bachelor of Arts, Communication
Geode Capital Management March 2015 - Present
Geode Capital Management September 2013 - March 2015
BNP Paribas August 2009 - August 2013
BNP Paribas September 2007 - January 2010
BNY Mellon September 2006 - September 2007
State Street February 2005 - June 2006
Skills
Middle Office, Derivatives, Bloomberg, Equities, Hedge Funds, Trading, Portfolio Management, Options, Mutual Funds, Trading Systems, Commodity, Finance, Investments, Settlement, Structured Products, Account Reconciliation, Hedging, ETFs, Funding, Analysis, Valuation, Alternative Investments, Financial Services, Capital Markets
Education
University at Buffalo 2003 — 2005
Bachelor of Arts, Communication
Jennifer Gargiulo Jennifer Gargiulo's BNY Mellon Experience December 2006 - June 2007
Job Audit Manager at Bridgehampton National Bank
Industry Banking
Experience
Bridgehampton National Bank January 2013 - Present
The Dance Championships January 1989 - Present
MSC Industrial Supply December 2007 - January 2013
Delta Funding Corporation June 2007 - December 2007
BNY Mellon December 2006 - June 2007
M&T Bank July 1999 - August 2006
Education
State University of New York at Buffalo 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Bridgehampton National Bank January 2013 - Present
The Dance Championships January 1989 - Present
MSC Industrial Supply December 2007 - January 2013
Delta Funding Corporation June 2007 - December 2007
BNY Mellon December 2006 - June 2007
M&T Bank July 1999 - August 2006
Education
State University of New York at Buffalo 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Mary Joan Leija Mary Joan Leija's BNY Mellon Experience November 2011 - Present
Job Financial Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2011 - Present
Skills
Money Management, Portfolio Management, Advent, Bloomberg, DTC, Corporate Actions, Access, IDC, DST, Pershing, Morningstar, NetExchange Pro, ValueLine, Factset, Advent APX
Education
University of California, Irvine
B.A, Social Science
BNY Mellon November 2011 - Present
Skills
Money Management, Portfolio Management, Advent, Bloomberg, DTC, Corporate Actions, Access, IDC, DST, Pershing, Morningstar, NetExchange Pro, ValueLine, Factset, Advent APX
Education
University of California, Irvine
B.A, Social Science
Andrew Wiechert Andrew Wiechert's BNY Mellon Experience February 2007 - September 2007
Job Trading/Operations Manager at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management September 2007 - Present
BNY Mellon February 2007 - September 2007
Skills
Portfolio Management, Asset Management, Technical Analysis, Quantitative Analysis, Equities, Investments, Derivatives, Wealth Management, Microsoft Office, Excel
Education
University of California, San Diego 2002 — 2006
BS, Management Science (Economics)
San Clemente High School
WCM Investment Management September 2007 - Present
BNY Mellon February 2007 - September 2007
Skills
Portfolio Management, Asset Management, Technical Analysis, Quantitative Analysis, Equities, Investments, Derivatives, Wealth Management, Microsoft Office, Excel
Education
University of California, San Diego 2002 — 2006
BS, Management Science (Economics)
San Clemente High School
Ashish Prabhakar Ashish Prabhakar's BNY Mellon Experience December 2007 - Present
Job Platinum Client Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2007 - Present
Bank of New York Mellon December 2007 - Present
JP Morgan Chase September 1997 - November 2007
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Portfolio Management, Securities, Risk Management, Bloomberg, Hedge Funds, Bonds, MBS, Strategy, Structured Finance, Relationship Management, Financial Services, PMO, Product Management, Structured Products, Management, Banking, Finance, Asset Management, Mergers, Project Management, Leadership, CRM, Program Management, Business Analysis, Investment Banking
Education
State University of New York at Albany 1994 — 1997
BA, English
Stuyvesant High School 1990 — 1993
Xavier High School 1989 — 1990
BNY Mellon December 2007 - Present
Bank of New York Mellon December 2007 - Present
JP Morgan Chase September 1997 - November 2007
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Portfolio Management, Securities, Risk Management, Bloomberg, Hedge Funds, Bonds, MBS, Strategy, Structured Finance, Relationship Management, Financial Services, PMO, Product Management, Structured Products, Management, Banking, Finance, Asset Management, Mergers, Project Management, Leadership, CRM, Program Management, Business Analysis, Investment Banking
Education
State University of New York at Albany 1994 — 1997
BA, English
Stuyvesant High School 1990 — 1993
Xavier High School 1989 — 1990
Norman Atwater's BNY Mellon Experience May 2005 - Present
Job Vice President at BNY Mellon Wealth Management
Industry Real Estate
Experience
BNY Mellon May 2005 - Present
Quick & Reilly / Fleet Investments April 2003 - January 2004
Morgan Stanley 1998 - 2001
Merrill Lynch Private Client Group 1990 - 1998
Skills
Financial Advisory, Wealth Management, High Net Worth..., Wealth, Mortgage Lending, Wealth Management..., Real Estate, Asset Managment, Private Banking, Loans, Investment Management, Investments, Personal Finance, Integration, Mortgage Banking, Series 7, Series 63, Relationship Management, Credit Analysis, Banking, Credit, Real Estate Financing, Cash Management
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
BNY Mellon May 2005 - Present
Quick & Reilly / Fleet Investments April 2003 - January 2004
Morgan Stanley 1998 - 2001
Merrill Lynch Private Client Group 1990 - 1998
Skills
Financial Advisory, Wealth Management, High Net Worth..., Wealth, Mortgage Lending, Wealth Management..., Real Estate, Asset Managment, Private Banking, Loans, Investment Management, Investments, Personal Finance, Integration, Mortgage Banking, Series 7, Series 63, Relationship Management, Credit Analysis, Banking, Credit, Real Estate Financing, Cash Management
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
Michael Oliveto Michael Oliveto's BNY Mellon Experience August 2015 - Present
Job Accounting & Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Opengate, Inc. June 2013 - June 2015
Yorktown Day Camp June 2011 - August 2011
Villa Barone Hilltop Manor September 2010 - January 2011
Skills
Volunteer Management, Time Management, Healthcare, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Social Media, Event Planning, Research, Fundraising, Microsoft SQL Server, Microsoft VBA, Microsoft Access, Bloomberg Terminal, Data Analysis, Project Management, Database Design, Database Analysis
Education
State University of New York at Albany 2011 — 2015
Bachelor's Degree, Business Administration, concentrated in Finance, and Information Technology Management, GPA 3.34/40
Yorktown High School 2008 — 2011
Advanced Regents
BNY Mellon August 2015 - Present
Opengate, Inc. June 2013 - June 2015
Yorktown Day Camp June 2011 - August 2011
Villa Barone Hilltop Manor September 2010 - January 2011
Skills
Volunteer Management, Time Management, Healthcare, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Social Media, Event Planning, Research, Fundraising, Microsoft SQL Server, Microsoft VBA, Microsoft Access, Bloomberg Terminal, Data Analysis, Project Management, Database Design, Database Analysis
Education
State University of New York at Albany 2011 — 2015
Bachelor's Degree, Business Administration, concentrated in Finance, and Information Technology Management, GPA 3.34/40
Yorktown High School 2008 — 2011
Advanced Regents
Forrest Drucker's BNY Mellon Experience June 2012 - August 2012
Job FX and Precious Metals Analyst at Crédit Agricole | CFA Level II Candidate
Industry Financial Services
Experience
Crédit Agricole CIB May 2015 - Present
HedgeServ August 2014 - April 2015
BlueMountain Capital Management May 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Sales, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Investments, Public Relations, Social Networking, Microsoft Office, Social Media, Facebook, Time Management, Fixed Income Analysis, Equities, Hedge Funds, Excel, Customer Management, Investment Operations, FX Trading, FX Options
Education
University of Arizona 2010 — 2014
Bachelor’s Degree, Economics
Pleasantville High School 2006 — 2010
North Salem
Crédit Agricole CIB May 2015 - Present
HedgeServ August 2014 - April 2015
BlueMountain Capital Management May 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Sales, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Investments, Public Relations, Social Networking, Microsoft Office, Social Media, Facebook, Time Management, Fixed Income Analysis, Equities, Hedge Funds, Excel, Customer Management, Investment Operations, FX Trading, FX Options
Education
University of Arizona 2010 — 2014
Bachelor’s Degree, Economics
Pleasantville High School 2006 — 2010
North Salem
Des Riordan's BNY Mellon Experience July 2011 - August 2012
Job Shareholder Representative at Oil Company
Industry Oil & Energy
Experience
Oil Company April 2014 - Present
BNY Mellon July 2011 - August 2012
PNC Global Investment Servicing January 2008 - July 2011
PNC Financial Services Group 2007 - January 2008
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 2005 - 2006
PNC Financial Services Group 2004 - 2005
PNC Financial Services Group 2004 - 2004
AQR Capital Management August 2000 - October 2001
Bear Stearns January 1999 - August 2000
Skills
Hedge Funds, Fund Administration, Alternative Investments, Fund Accounting, Investments, Mutual Funds, Derivatives, Compliance, Bloomberg, Valuation, Back Office, Asset Management, Securities, Portfolio Management, Middle Office, Corporate Actions, FX Options, Fund Of Funds, Financial Services
Education
University College Dublin 1991 — 1995
BComm, Banking & Finance
Belvedere College 1981 — 1991
Oil Company April 2014 - Present
BNY Mellon July 2011 - August 2012
PNC Global Investment Servicing January 2008 - July 2011
PNC Financial Services Group 2007 - January 2008
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 2005 - 2006
PNC Financial Services Group 2004 - 2005
PNC Financial Services Group 2004 - 2004
AQR Capital Management August 2000 - October 2001
Bear Stearns January 1999 - August 2000
Skills
Hedge Funds, Fund Administration, Alternative Investments, Fund Accounting, Investments, Mutual Funds, Derivatives, Compliance, Bloomberg, Valuation, Back Office, Asset Management, Securities, Portfolio Management, Middle Office, Corporate Actions, FX Options, Fund Of Funds, Financial Services
Education
University College Dublin 1991 — 1995
BComm, Banking & Finance
Belvedere College 1981 — 1991
Jonathan Flitt Jonathan Flitt's BNY Mellon Experience February 2015 - Present
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
KineticFolio July 2014 - February 2015
Citigroup May 2005 - July 2014
Citigroup Asset Management 2000 - 2004
Smith Barney 1996 - 2000
Smith Barney 1993 - 1996
Skills
Product Management, Leadership, Team Building, Fixed Income, Equities, Portfolio Management, Financial Services, Mutual Funds, Hedge Funds, Series 7, Wealth Management, Alternative Investments, Securities, Asset Management, Capital Markets, Asset Managment, Middle Office, Trading Systems, Investment Management, Asset Allocation, Relationship Management, Bonds, Investment Banking, Investment Strategies, SDLC, Banking, Trading, ETFs, Options, Investments, Back Office, Investment Advisory, Financial Markets, Electronic Trading, Strategy, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Finance and Marketing
BNY Mellon February 2015 - Present
KineticFolio July 2014 - February 2015
Citigroup May 2005 - July 2014
Citigroup Asset Management 2000 - 2004
Smith Barney 1996 - 2000
Smith Barney 1993 - 1996
Skills
Product Management, Leadership, Team Building, Fixed Income, Equities, Portfolio Management, Financial Services, Mutual Funds, Hedge Funds, Series 7, Wealth Management, Alternative Investments, Securities, Asset Management, Capital Markets, Asset Managment, Middle Office, Trading Systems, Investment Management, Asset Allocation, Relationship Management, Bonds, Investment Banking, Investment Strategies, SDLC, Banking, Trading, ETFs, Options, Investments, Back Office, Investment Advisory, Financial Markets, Electronic Trading, Strategy, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Finance and Marketing
Frank Mineghino Frank Mineghino's BNY Mellon Experience December 2014 - Present
Job Broker Dealer Private Banking
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
Wells Fargo July 1991 - December 2014
Skills
Wealth Management, Private Banking, Business Succession..., Commercial Lending, Investor Real Estate..., Business Analysis, Financial Analysis, Mentoring, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Loans, Mergers & Acquisitions, Financial Services, Financial Risk, Small Business Lending, Mortgage Lending, Banking, Lines Of Credit, Finance, Treasury Management, Succession Planning, Investments, Portfolio Management, Series 7, SBA, Structured Finance
Education
Pacific Coast Banking School 2009 — 2011
Graduate Degree, Commercial Bank Management
University of California, Santa Barbara
Master's Degree, Business and Economics
University of California, Santa Barbara
Bachelor's Degree, Business and Economics
BNY Mellon December 2014 - Present
Wells Fargo July 1991 - December 2014
Skills
Wealth Management, Private Banking, Business Succession..., Commercial Lending, Investor Real Estate..., Business Analysis, Financial Analysis, Mentoring, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Loans, Mergers & Acquisitions, Financial Services, Financial Risk, Small Business Lending, Mortgage Lending, Banking, Lines Of Credit, Finance, Treasury Management, Succession Planning, Investments, Portfolio Management, Series 7, SBA, Structured Finance
Education
Pacific Coast Banking School 2009 — 2011
Graduate Degree, Commercial Bank Management
University of California, Santa Barbara
Master's Degree, Business and Economics
University of California, Santa Barbara
Bachelor's Degree, Business and Economics
Timothy Schenck Timothy Schenck's BNY Mellon Experience May 1994 - August 1994
Job VP Finance Asteres ScriptCenter kiosk
Industry Hospital & Health Care
Experience
Asteres Inc. April 2012 - Present
TourGuideTim Inc. February 2008 - April 2015
Consulting CFO for Multiple Companies July 2005 - June 2010
Guaranty Bank January 2004 - December 2004
SupplyPro, Inc. August 1999 - January 2004
Arthur Andersen November 1998 - August 1999
Beneficial Corporation July 1996 - July 1998
HEI Hotels September 1995 - July 1996
BNY Mellon May 1994 - August 1994
Skills
Tour Operators, Tourism, Incentive Travel, Travel Planning, Online Travel, Web Content, Strategic Planning, City Marketing, Negotiation, New Business Development, Team Building, Process Improvement, Management, Start-ups, Public Speaking, Real Estate, Budgets, Leadership, Accounting, Online Advertising, Social Media Marketing, Event Management, Event Planning, Marketing, Marketing Strategy, Strategy
Education
University of Notre Dame 1991 — 1995
BBA, Finance & Business Economics, Cum Laude
University of California, San Diego
Asteres Inc. April 2012 - Present
TourGuideTim Inc. February 2008 - April 2015
Consulting CFO for Multiple Companies July 2005 - June 2010
Guaranty Bank January 2004 - December 2004
SupplyPro, Inc. August 1999 - January 2004
Arthur Andersen November 1998 - August 1999
Beneficial Corporation July 1996 - July 1998
HEI Hotels September 1995 - July 1996
BNY Mellon May 1994 - August 1994
Skills
Tour Operators, Tourism, Incentive Travel, Travel Planning, Online Travel, Web Content, Strategic Planning, City Marketing, Negotiation, New Business Development, Team Building, Process Improvement, Management, Start-ups, Public Speaking, Real Estate, Budgets, Leadership, Accounting, Online Advertising, Social Media Marketing, Event Management, Event Planning, Marketing, Marketing Strategy, Strategy
Education
University of Notre Dame 1991 — 1995
BBA, Finance & Business Economics, Cum Laude
University of California, San Diego
Kristin Ngo Kristin Ngo's BNY Mellon Experience February 2009 - December 2009
Job Treasury
Industry Banking
Experience
Verifone December 2014 - Present
Financial Risk Consulting December 2013 - February 2014
Federal Home Loan Bank of San Francisco June 2010 - November 2013
BNY Mellon February 2009 - December 2009
RS Investments July 2007 - December 2008
Brandes Investment Partners May 2006 - May 2007
Skills
Fixed Income, Derivatives, Equities, Financial Modeling, Financial Analysis, Bloomberg, Strategy, Product Development, Calypso, Interest Rate..., SQL, R, Stata, Matlab, Microsoft Excel, Negotiation, Business Strategy, Monetization, Charles River IMS, Treasury, FX Trading
Education
University of California, San Diego
Mathematics and Economics; History Minor
Verifone December 2014 - Present
Financial Risk Consulting December 2013 - February 2014
Federal Home Loan Bank of San Francisco June 2010 - November 2013
BNY Mellon February 2009 - December 2009
RS Investments July 2007 - December 2008
Brandes Investment Partners May 2006 - May 2007
Skills
Fixed Income, Derivatives, Equities, Financial Modeling, Financial Analysis, Bloomberg, Strategy, Product Development, Calypso, Interest Rate..., SQL, R, Stata, Matlab, Microsoft Excel, Negotiation, Business Strategy, Monetization, Charles River IMS, Treasury, FX Trading
Education
University of California, San Diego
Mathematics and Economics; History Minor
Bill Sappington Bill Sappington's BNY Mellon Experience November 2007 - Present
Job Executive Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2007 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1987 - 2005
Skills
Series 7, Series 24, Wealth Management, Private Banking, Asset Managment, Bloomberg, Bonds, Credit, Derivatives, Financial Services, Investment Management, Retirement Planning, Risk Management, Series 65, Strategic Financial..., Structured Products, Uniform Combined State..., Wealth Management...
Education
University of California, Berkeley - Walter A. Haas School of Business 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance
BNY Mellon November 2007 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1987 - 2005
Skills
Series 7, Series 24, Wealth Management, Private Banking, Asset Managment, Bloomberg, Bonds, Credit, Derivatives, Financial Services, Investment Management, Retirement Planning, Risk Management, Series 65, Strategic Financial..., Structured Products, Uniform Combined State..., Wealth Management...
Education
University of California, Berkeley - Walter A. Haas School of Business 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance
Rudy Rocourt Rudy Rocourt's BNY Mellon Experience November 2007 - January 2012
Job Risk Treasury Management at Citi
Industry Financial Services
Experience
Citi July 2013 - July 2015
BNY Mellon November 2007 - January 2012
BNY Mellon June 2010 - November 2010
Sun Life Financial March 2007 - November 2007
FIRST REPUBLIC GROUP June 2005 - August 2005
Skills
Bloomberg, Mutual Funds, Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Bloomberg Terminal, Derivatives, Securities, Performance Attribution, Asset Allocation, Investment Management, ETFs, Corporate Actions, Investments, Portfolio Management, Risk Management, Treasury Management, Entrepreneurship, Mobile Banking
Education
SUNY Albany 2002 — 2006
Bachelor's degree, Economics
University at Albany, State University of New York 2002 — 2006
Bachelor of Arts, Economics
Citi July 2013 - July 2015
BNY Mellon November 2007 - January 2012
BNY Mellon June 2010 - November 2010
Sun Life Financial March 2007 - November 2007
FIRST REPUBLIC GROUP June 2005 - August 2005
Skills
Bloomberg, Mutual Funds, Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Bloomberg Terminal, Derivatives, Securities, Performance Attribution, Asset Allocation, Investment Management, ETFs, Corporate Actions, Investments, Portfolio Management, Risk Management, Treasury Management, Entrepreneurship, Mobile Banking
Education
SUNY Albany 2002 — 2006
Bachelor's degree, Economics
University at Albany, State University of New York 2002 — 2006
Bachelor of Arts, Economics
Lauren Tucker Lauren Tucker's BNY Mellon Experience 2006 - 2008
Job Senior Manager, Field Marketing at Starwood Hotels & Resorts Worldwide, Inc.
Industry Marketing and Advertising
Experience
Starwood Hotels & Resorts Worldwide, Inc. September 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2013 - September 2015
J. Jill June 2011 - July 2013
Artesa Winery November 2009 - May 2011
Girl Scouts San Diego-Imperial Council February 2010 - April 2010
New Seabury Properties, LLC / Bayswater Brokerage MA, LLC 2008 - 2009
BNY Mellon 2006 - 2008
Skills
Photoshop, Illustrator, InDesign, Dreamweaver, Microsoft Office, Mac, Graphic Design, Email Marketing, HTML emails, E-commerce, Event Management, CSS, Newsletters, HTML, Editing
Education
University of California, San Diego 2009 — 2010
Certificate, Web and Graphic Design
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BS, Busniess Administration, Marketing
Falmouth High School 1998 — 2002
Starwood Hotels & Resorts Worldwide, Inc. September 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2013 - September 2015
J. Jill June 2011 - July 2013
Artesa Winery November 2009 - May 2011
Girl Scouts San Diego-Imperial Council February 2010 - April 2010
New Seabury Properties, LLC / Bayswater Brokerage MA, LLC 2008 - 2009
BNY Mellon 2006 - 2008
Skills
Photoshop, Illustrator, InDesign, Dreamweaver, Microsoft Office, Mac, Graphic Design, Email Marketing, HTML emails, E-commerce, Event Management, CSS, Newsletters, HTML, Editing
Education
University of California, San Diego 2009 — 2010
Certificate, Web and Graphic Design
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BS, Busniess Administration, Marketing
Falmouth High School 1998 — 2002
AnnMarie Cassano-Raneri AnnMarie Cassano-Raneri's BNY Mellon Experience 2009 - Present
Job Vice President
Industry Financial Services
Experience
BNY Mellon 2009 - Present
UBS Investment Bank January 2007 - July 2008
Skills
Banking, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Middle Office, Mutual Funds, Portfolio Management, Relationship Management, Securities, Securitization, Structured Products
Education
University at Albany, SUNY 1998 — 2001
BA, Economics
BNY Mellon 2009 - Present
UBS Investment Bank January 2007 - July 2008
Skills
Banking, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Middle Office, Mutual Funds, Portfolio Management, Relationship Management, Securities, Securitization, Structured Products
Education
University at Albany, SUNY 1998 — 2001
BA, Economics
Ron Bruder Ron Bruder's BNY Mellon Experience August 2011 - April 2015
Job Managing DirectorRetiredFamily Wealth Advisor BNY Mellon
Industry Financial Services
Experience
Angel Flight West-Volunteer 2004 - Present
BNY Mellon August 2011 - April 2015
Goldman Sachs/Spear, Leeds & Kellogg 1999 - 2002
RMB Trading, Inc 1993 - 1998
RMB TRADING 1981 - 1993
Skills
Equities, Options, Derivatives, Trading Systems, Trading, Mergers & Acquisitions, Electronic Trading, Risk Management, Capital Markets, Team Management, Risk Arbitrage, Alternative Investments, Asset Management, Investments, Securities, Asset Allocation, FINRA, Portfolio Management, Proprietary Trading, Financial Markets, Financial Risk, Equity Derivatives, ETFs, Equity Trading, Finance, Fixed Income, Hedging, Wealth Management, Hedge Funds, Bonds, Estate Tax Planning
Education
University of Arizona, Eller College of Management 1972 — 1977
Bachelor of Science, BPA
Angel Flight West-Volunteer 2004 - Present
BNY Mellon August 2011 - April 2015
Goldman Sachs/Spear, Leeds & Kellogg 1999 - 2002
RMB Trading, Inc 1993 - 1998
RMB TRADING 1981 - 1993
Skills
Equities, Options, Derivatives, Trading Systems, Trading, Mergers & Acquisitions, Electronic Trading, Risk Management, Capital Markets, Team Management, Risk Arbitrage, Alternative Investments, Asset Management, Investments, Securities, Asset Allocation, FINRA, Portfolio Management, Proprietary Trading, Financial Markets, Financial Risk, Equity Derivatives, ETFs, Equity Trading, Finance, Fixed Income, Hedging, Wealth Management, Hedge Funds, Bonds, Estate Tax Planning
Education
University of Arizona, Eller College of Management 1972 — 1977
Bachelor of Science, BPA
Nicholas DiPaolo Nicholas DiPaolo's BNY Mellon Experience April 2015 - Present
Job Sales Associate I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
UnionBanc Investment Services LLC April 2014 - April 2015
Merrill Lynch June 2012 - August 2013
Stifel Nicolaus Corp May 2010 - August 2010
GNW-Evergreen Insurance June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Cold Calling, Asset Allocation, Holistic Financial..., Portfolio Management, Excel, Event Planning, Fundraising
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics
BNY Mellon April 2015 - Present
UnionBanc Investment Services LLC April 2014 - April 2015
Merrill Lynch June 2012 - August 2013
Stifel Nicolaus Corp May 2010 - August 2010
GNW-Evergreen Insurance June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Cold Calling, Asset Allocation, Holistic Financial..., Portfolio Management, Excel, Event Planning, Fundraising
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics
Tim O'Riley Tim O'Riley's BNY Mellon Experience December 2008 - September 2009
Job Analytics Consultant
Industry Management Consulting
Experience
Randstad USA July 2015 - Present
Randstad USA May 2014 - Present
Sherpa March 2015 - June 2015
Daimler Trucking September 2012 - March 2014
PNC November 2011 - September 2012
Carnegie Mellon University February 2012 - April 2012
Broad Ridge Financial Services May 2010 - August 2011
Kennametal Inc September 2010 - December 2010
BNY Mellon December 2008 - September 2009
Ajilon Finance Solutions September 2007 - December 2008
Skills
Super Decisions Software, Strategic Planning, Marketing Strategy, Coaching, Mutual Funds, Marketing, Queuing, Linear Programming, Statistics, Databases, Software, Training, Finance, Project Management, Time Management, CRM, Analysis, Management, Team Building
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration; Strategy, Marketing
State University of New York at Albany 2001 — 2005
Bachelor's Degree, English
State University of New York at Albany 2001 — 2005
Bachelor's Degree, Business Administration
Wilson Magnet High School 1996 — 2000
High School, Science Tech, 3.2
Randstad USA July 2015 - Present
Randstad USA May 2014 - Present
Sherpa March 2015 - June 2015
Daimler Trucking September 2012 - March 2014
PNC November 2011 - September 2012
Carnegie Mellon University February 2012 - April 2012
Broad Ridge Financial Services May 2010 - August 2011
Kennametal Inc September 2010 - December 2010
BNY Mellon December 2008 - September 2009
Ajilon Finance Solutions September 2007 - December 2008
Skills
Super Decisions Software, Strategic Planning, Marketing Strategy, Coaching, Mutual Funds, Marketing, Queuing, Linear Programming, Statistics, Databases, Software, Training, Finance, Project Management, Time Management, CRM, Analysis, Management, Team Building
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration; Strategy, Marketing
State University of New York at Albany 2001 — 2005
Bachelor's Degree, English
State University of New York at Albany 2001 — 2005
Bachelor's Degree, Business Administration
Wilson Magnet High School 1996 — 2000
High School, Science Tech, 3.2
Cary Jones's BNY Mellon Experience December 2003 - June 2013
Job Corporate Trust and Escrow Business Development at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2013 - Present
BNY Mellon December 2003 - June 2013
The Bank of New York July 1998 - December 2003
AmSouth Bank April 1996 - July 1998
SouthTrust Bank May 1995 - April 1996
AmSouth Bank April 1993 - May 1995
AmSouth Bank March 1991 - April 1993
AmSouth Bank March 1988 - March 1991
Skills
Securities, Banking, Financial Services, Corporate Trust, Capital Markets, Investment Banking, Public Finance, Economics, Escrows, High Yield Bonds, Bonds, Structured Finance, Fixed Income, Relationship Management, Securitization, Corporate Finance, Emerging Markets, Credit Analysis, Municipal Bonds, Project Finance, Treasury Services, Asset Management, Treasury Management, Sales, Cash Management
Education
University of Alabama at Birmingham
BS, Accounting
Regions Financial Corporation June 2013 - Present
BNY Mellon December 2003 - June 2013
The Bank of New York July 1998 - December 2003
AmSouth Bank April 1996 - July 1998
SouthTrust Bank May 1995 - April 1996
AmSouth Bank April 1993 - May 1995
AmSouth Bank March 1991 - April 1993
AmSouth Bank March 1988 - March 1991
Skills
Securities, Banking, Financial Services, Corporate Trust, Capital Markets, Investment Banking, Public Finance, Economics, Escrows, High Yield Bonds, Bonds, Structured Finance, Fixed Income, Relationship Management, Securitization, Corporate Finance, Emerging Markets, Credit Analysis, Municipal Bonds, Project Finance, Treasury Services, Asset Management, Treasury Management, Sales, Cash Management
Education
University of Alabama at Birmingham
BS, Accounting
David Margules David Margules's BNY Mellon Experience February 2015 - Present
Job ETF Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon November 2012 - January 2015
BNY Mellon August 2010 - October 2012
M.S. Optical December 2008 - July 2010
RAF Development May 2005 - November 2008
Skills
Business Analytics, Microsoft Excel, Fixed Income, Finance, Management, Financial Services, Mutual Funds, Securities, Equities, Asset Management, Alternative Investments, Analysis, Bloomberg, Investments, Portfolio Management, Trading
Education
University at Albany, SUNY 2005 — 2008
BA, Economics
University at Albany, State University of New York 2005 — 2008
B.A., Economics
State University of New York at
Bachelor of Arts, Economics
BNY Mellon February 2015 - Present
BNY Mellon November 2012 - January 2015
BNY Mellon August 2010 - October 2012
M.S. Optical December 2008 - July 2010
RAF Development May 2005 - November 2008
Skills
Business Analytics, Microsoft Excel, Fixed Income, Finance, Management, Financial Services, Mutual Funds, Securities, Equities, Asset Management, Alternative Investments, Analysis, Bloomberg, Investments, Portfolio Management, Trading
Education
University at Albany, SUNY 2005 — 2008
BA, Economics
University at Albany, State University of New York 2005 — 2008
B.A., Economics
State University of New York at
Bachelor of Arts, Economics
Nelson Ng Nelson Ng's BNY Mellon Experience May 2015 - Present
Job Director of Globalization at BNY Mellon
Industry Computer Software
Experience
BNY Mellon May 2015 - Present
PayPal December 2012 - April 2015
eBay March 2002 - December 2012
Ariba Inc. August 2000 - March 2002
Microsoft Corp October 1998 - August 2000
Oracle Corp August 1996 - October 1998
Sun Microsystems Inc. October 1986 - August 1996
Xerox Corp May 1983 - October 1986
Skills
Globalization, Internationalization, Architecture, Multilingual, Cross-functional Team..., Machine Translation, E-commerce, Software Engineering, Program Management, Product Management, G11n, I18N, L10n, Localization, I18n, Software Development, User Experience, Java, Agile Methodologies, Software Project..., Integration, Quality Assurance, Scalability, Distributed Systems, Databases, Agile Project Management, Software Design
Education
UC Berkeley 1979 — 1983
BA, Computer Science
BNY Mellon May 2015 - Present
PayPal December 2012 - April 2015
eBay March 2002 - December 2012
Ariba Inc. August 2000 - March 2002
Microsoft Corp October 1998 - August 2000
Oracle Corp August 1996 - October 1998
Sun Microsystems Inc. October 1986 - August 1996
Xerox Corp May 1983 - October 1986
Skills
Globalization, Internationalization, Architecture, Multilingual, Cross-functional Team..., Machine Translation, E-commerce, Software Engineering, Program Management, Product Management, G11n, I18N, L10n, Localization, I18n, Software Development, User Experience, Java, Agile Methodologies, Software Project..., Integration, Quality Assurance, Scalability, Distributed Systems, Databases, Agile Project Management, Software Design
Education
UC Berkeley 1979 — 1983
BA, Computer Science
Matt Sheinbrot's BNY Mellon Experience November 2009 - April 2010
Job Associate Operations Control KYC / AML Client Account Approval
Industry Financial Services
Experience
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
Nomura Securities June 2014 - Present
DTCC January 2013 - June 2014
State Street September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - October 2012
Depository Trust & Clearing Corporation January 2011 - May 2012
Susan B. Anthony Middle School September 2010 - December 2010
BNY Mellon November 2009 - April 2010
UBS Financial Services May 2009 - July 2009
Skills
Financial Risk, Microsoft Excel, Analysis, AML, Due Diligence, Accounting, Banking, Bloomberg, Credit, Finance, KYC, Management, Risk Assessment, Risk Management, Software Documentation, USA PATRIOT Act, Anti Money Laundering
Education
SUNY Albany 2005 — 2009
Finance
Greg Lindsey's BNY Mellon Experience April 1995 - November 1999
Job Director, Global Institutional Management
Industry Investment Management
Experience
Putnam Investments July 2013 - Present
Mellon Capital April 2002 - July 2013
Standish Mellon Asset Management December 1999 - March 2002
BNY Mellon April 1995 - November 1999
BNY Mellon June 1988 - March 1995
Skills
Institutional..., Alternative Investments, Business Development, Asset Allocation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Asset Management, Commodity, CRM, Investment Management, Investment Strategies, Investments, Mutual Funds, Securities, Competitive Marketing..., Sales Operations, Management
Education
State University of New York at Albany
Putnam Investments July 2013 - Present
Mellon Capital April 2002 - July 2013
Standish Mellon Asset Management December 1999 - March 2002
BNY Mellon April 1995 - November 1999
BNY Mellon June 1988 - March 1995
Skills
Institutional..., Alternative Investments, Business Development, Asset Allocation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Asset Management, Commodity, CRM, Investment Management, Investment Strategies, Investments, Mutual Funds, Securities, Competitive Marketing..., Sales Operations, Management
Education
State University of New York at Albany
William Reich William Reich's BNY Mellon Experience May 2015 - Present
Job Internal Wholesaler at BNY Mellon/Dreyfus
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
CoStar Group March 2015 - May 2015
Be Our Guest Party Rental June 2014 - August 2014
True North June 2014 - August 2014
K&R Industries July 2013 - July 2013
American Federation of Teachers May 2012 - August 2012
The Headfirst Companies June 2011 - August 2011
Skills
Sales, Public Speaking, Cold Calling, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching, Event Planning, Community Service
Education
University of Arizona 2010 — 2014
B.A. Degree, Environmental Studies
BNY Mellon May 2015 - Present
CoStar Group March 2015 - May 2015
Be Our Guest Party Rental June 2014 - August 2014
True North June 2014 - August 2014
K&R Industries July 2013 - July 2013
American Federation of Teachers May 2012 - August 2012
The Headfirst Companies June 2011 - August 2011
Skills
Sales, Public Speaking, Cold Calling, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching, Event Planning, Community Service
Education
University of Arizona 2010 — 2014
B.A. Degree, Environmental Studies
Yekaterina Sheremetyev Yekaterina Sheremetyev's BNY Mellon Experience October 2009 - March 2012
Job Vice President Data Quality and Governance, HSBC
Industry Financial Services
Experience
HSBC April 2012 - Present
BNY Mellon October 2009 - March 2012
BNY Mellon April 2008 - October 2009
BNY Mellon October 2006 - April 2008
Emerson Process Management May 2005 - September 2006
MEDICAL ADVANCED PAIN SPECIALISTS March 2004 - April 2005
Cargill May 2000 - September 2000
Skills
Data Analysis, Quality Measurement, Procedure Development, Data Quality, Data Governance, Data Warehousing, SQL, Trillium, DataFlux, Reporting, Databases, Financial Risk, Governance, Management, Product Quality, Requirements Gathering, SDLC, Program Management, Business Analysis, Business Intelligence, Business Requirements, Business Process...
Education
University of Arkansas at Little Rock 2009 — 2011
Graduate Certificate, Information Quality
University of Minnesota - Carlson School of Management 1998 — 2001
BS, Management Information Systems
HSBC April 2012 - Present
BNY Mellon October 2009 - March 2012
BNY Mellon April 2008 - October 2009
BNY Mellon October 2006 - April 2008
Emerson Process Management May 2005 - September 2006
MEDICAL ADVANCED PAIN SPECIALISTS March 2004 - April 2005
Cargill May 2000 - September 2000
Skills
Data Analysis, Quality Measurement, Procedure Development, Data Quality, Data Governance, Data Warehousing, SQL, Trillium, DataFlux, Reporting, Databases, Financial Risk, Governance, Management, Product Quality, Requirements Gathering, SDLC, Program Management, Business Analysis, Business Intelligence, Business Requirements, Business Process...
Education
University of Arkansas at Little Rock 2009 — 2011
Graduate Certificate, Information Quality
University of Minnesota - Carlson School of Management 1998 — 2001
BS, Management Information Systems
Cody Aguado Cody Aguado's BNY Mellon Experience February 2012 - May 2013
Job Family Wealth Analyst
Industry Financial Services
Experience
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon February 2012 - May 2013
Aguado Landscaping April 2006 - February 2012
Snacks-A-Lot Vending March 2006 - February 2012
University at Albany School of Business Investment Group September 2010 - December 2011
Skills
Sales
Education
University at Albany, SUNY 2008 — 2012
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon February 2012 - May 2013
Aguado Landscaping April 2006 - February 2012
Snacks-A-Lot Vending March 2006 - February 2012
University at Albany School of Business Investment Group September 2010 - December 2011
Skills
Sales
Education
University at Albany, SUNY 2008 — 2012
Sean McDowell Sean McDowell's BNY Mellon Experience June 2015 - August 2015
Job Intern at BNY Mellon
Industry Financial Services
Experience
Pi Kappa Alpha Fraternity Gamma Delta Chapter November 2014 - Present
BNY Mellon June 2015 - August 2015
Rudys Bar B Que May 2013 - May 2015
Serengetee LLC May 2013 - August 2013
Fry's Food and Drug June 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Sales, Customer Service, Time Management, Teamwork, Leadership, Event Planning, Research, Team Leadership, Bloomberg Terminal, Social Networking
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor's degree, Finance and Economics
Pi Kappa Alpha Fraternity Gamma Delta Chapter November 2014 - Present
BNY Mellon June 2015 - August 2015
Rudys Bar B Que May 2013 - May 2015
Serengetee LLC May 2013 - August 2013
Fry's Food and Drug June 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Sales, Customer Service, Time Management, Teamwork, Leadership, Event Planning, Research, Team Leadership, Bloomberg Terminal, Social Networking
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor's degree, Finance and Economics
Francis DeVoe Francis DeVoe's BNY Mellon Experience 2005 - 2007
Job Finance Professional
Industry Financial Services
Experience
Credit Suisse 2010 - 2014
Credit Suisse 2007 - 2010
BNY Mellon 2005 - 2007
Skills
Banking, Risk Management, Financial Analysis, Finance, Investments, Equities, Investment Banking, Fixed Income, Prime Brokerage, Client Services
Education
University at Buffalo Graduate School 2004 — 2005
Master’s Degree, Financial Economics
University at Buffalo 2000 — 2004
Bachelor’s Degree, Business Administration, Management and Operations
Credit Suisse 2010 - 2014
Credit Suisse 2007 - 2010
BNY Mellon 2005 - 2007
Skills
Banking, Risk Management, Financial Analysis, Finance, Investments, Equities, Investment Banking, Fixed Income, Prime Brokerage, Client Services
Education
University at Buffalo Graduate School 2004 — 2005
Master’s Degree, Financial Economics
University at Buffalo 2000 — 2004
Bachelor’s Degree, Business Administration, Management and Operations
Patrick Norero Patrick Norero's BNY Mellon Experience September 2004 - August 2005
Job Financial Services Professional at Citigroup
Industry Financial Services
Experience
Citi December 2014 - Present
Fiserv October 2012 - November 2014
Electra Information Systems September 2007 - October 2012
Highbridge Capital Management September 2006 - August 2007
MetLife Financial Services August 2005 - September 2006
BNY Mellon September 2004 - August 2005
Credit Suisse First Boston May 1999 - August 2004
Skills
Securities, Business Analysis, Fixed Income, Equities, Financial Services, Back Office, Portfolio Management, Trading, Investments, Management, Business Strategy, Hedge Funds, Software Development, Product Development, Bloomberg, Derivatives, Process Improvement, Risk Management, Fund Accounting, Business Development, System Architecture, Trading Systems, Software Implementation, RFP Generation, Vendor Management, FX, Post Trade Processing, Bonds, Microsoft Office, PowerPoint, Data Analysis, Analysis, Mutual Funds, Pricing Strategy, Excel, Project Management, Customer Relations, Word, SWIFT payments, Asset Management, Compliance, Product Management, SQL, Financial Reporting, Reconciliation, Middle Office, Relationship Management, Business Requirements, Settlement, Swaps
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Sociology
Citi December 2014 - Present
Fiserv October 2012 - November 2014
Electra Information Systems September 2007 - October 2012
Highbridge Capital Management September 2006 - August 2007
MetLife Financial Services August 2005 - September 2006
BNY Mellon September 2004 - August 2005
Credit Suisse First Boston May 1999 - August 2004
Skills
Securities, Business Analysis, Fixed Income, Equities, Financial Services, Back Office, Portfolio Management, Trading, Investments, Management, Business Strategy, Hedge Funds, Software Development, Product Development, Bloomberg, Derivatives, Process Improvement, Risk Management, Fund Accounting, Business Development, System Architecture, Trading Systems, Software Implementation, RFP Generation, Vendor Management, FX, Post Trade Processing, Bonds, Microsoft Office, PowerPoint, Data Analysis, Analysis, Mutual Funds, Pricing Strategy, Excel, Project Management, Customer Relations, Word, SWIFT payments, Asset Management, Compliance, Product Management, SQL, Financial Reporting, Reconciliation, Middle Office, Relationship Management, Business Requirements, Settlement, Swaps
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Sociology
Jeffrey Hurlbut's BNY Mellon Experience July 2010 - September 2011
Job Jr. Business Analyst at Bankers Healthcare Group, Inc.
Industry Financial Services
Experience
Bankers Healthcare Group, Inc. May 2015 - Present
M&T Bank March 2014 - May 2015
The Hartford September 2011 - March 2014
BNY Mellon July 2010 - September 2011
Wegmans Food Markets December 2009 - July 2010
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Lynx, Social Media, Analysis, Management, Accounting, Access, Finance, Banking, Investments, Microsoft Office, Financial Analysis, PowerPoint, Sales, Microsoft Word
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Phoenix High School 2002 — 2006
Bankers Healthcare Group, Inc. May 2015 - Present
M&T Bank March 2014 - May 2015
The Hartford September 2011 - March 2014
BNY Mellon July 2010 - September 2011
Wegmans Food Markets December 2009 - July 2010
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Lynx, Social Media, Analysis, Management, Accounting, Access, Finance, Banking, Investments, Microsoft Office, Financial Analysis, PowerPoint, Sales, Microsoft Word
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Phoenix High School 2002 — 2006
Christina Key Christina Key's BNY Mellon Experience October 2012 - Present
Job Corporate Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Skills
Banking, Bloomberg, Bonds, Finance, Financial Analysis, Investments, Securities
Education
University of Alabama at Birmingham - Collat School of Business 2010 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
BNY Mellon October 2012 - Present
Skills
Banking, Bloomberg, Bonds, Finance, Financial Analysis, Investments, Securities
Education
University of Alabama at Birmingham - Collat School of Business 2010 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Joseph Thottukadavil Joseph Thottukadavil's BNY Mellon Experience September 2010 - August 2011
Job Operations Supervisor I at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management December 2014 - Present
TD Wealth Management January 2012 - December 2014
TD Wealth Management October 2011 - January 2012
BNY Mellon September 2010 - August 2011
US Bank May 2009 - September 2010
US Bank May 2007 - May 2009
Skills
Series 24, Series 7, Pershing NetX360, LexisNexis, Visio, Microsoft Office, SQL, Financial Services, Strategic Planning, Business Analysis, Project Management, Bloomberg, Banking, Encore, Lotus, FIS Metavante, Fidelity Systematics, TRACS, Wall Street Office, Livewire, Wall Street, Global Plus, CDO Suite, CDO, ETreasury Direct, Web Express, Clear Par, Citi Direct, Intellimatch, Fixed Income, Portfolio Management, Financial Risk
Education
University at Albany 1998 — 2002
BS, Finance
TD Wealth Management December 2014 - Present
TD Wealth Management January 2012 - December 2014
TD Wealth Management October 2011 - January 2012
BNY Mellon September 2010 - August 2011
US Bank May 2009 - September 2010
US Bank May 2007 - May 2009
Skills
Series 24, Series 7, Pershing NetX360, LexisNexis, Visio, Microsoft Office, SQL, Financial Services, Strategic Planning, Business Analysis, Project Management, Bloomberg, Banking, Encore, Lotus, FIS Metavante, Fidelity Systematics, TRACS, Wall Street Office, Livewire, Wall Street, Global Plus, CDO Suite, CDO, ETreasury Direct, Web Express, Clear Par, Citi Direct, Intellimatch, Fixed Income, Portfolio Management, Financial Risk
Education
University at Albany 1998 — 2002
BS, Finance
Weilin Wu Weilin Wu's BNY Mellon Experience September 2007 - April 2015
Job Creative Design, UI/UX Design Professional
Industry Internet
Experience
EAD Group 2015 - Present
BNY Mellon September 2007 - April 2015
Pershing LLC 2001 - 2007
iNautix Technologies 1997 - 2001
Time Inc. New Media 1996 - June 1997
IBM.com 1995 - 1996
The New York Times 1995 - 1995
Skills
Web Design, Management, Fixed Income, Business Analysis, Creative Direction, Information Design, Equities, Strategy, Risk Management, Graphic Design, SDLC, Vendor Management, Disaster Recovery, Portfolio Management, Trading, Product Development, Securities, Asset Management, Mutual Funds, Process Improvement, Financial Services, Project Management, User Experience, Asset Managment, IT Strategy, Program Management, User Interface Design, Experience Design, Investments, Requirements Analysis, Investment Banking
Education
Yale University 1993 — 1995
MFA
University of Arkansas
MFA
EAD Group 2015 - Present
BNY Mellon September 2007 - April 2015
Pershing LLC 2001 - 2007
iNautix Technologies 1997 - 2001
Time Inc. New Media 1996 - June 1997
IBM.com 1995 - 1996
The New York Times 1995 - 1995
Skills
Web Design, Management, Fixed Income, Business Analysis, Creative Direction, Information Design, Equities, Strategy, Risk Management, Graphic Design, SDLC, Vendor Management, Disaster Recovery, Portfolio Management, Trading, Product Development, Securities, Asset Management, Mutual Funds, Process Improvement, Financial Services, Project Management, User Experience, Asset Managment, IT Strategy, Program Management, User Interface Design, Experience Design, Investments, Requirements Analysis, Investment Banking
Education
Yale University 1993 — 1995
MFA
University of Arkansas
MFA
Thomas P. Landry Thomas P. Landry's BNY Mellon Experience March 2001 - November 2003
Job Peoplesoft Financials Analyst at Ernst & Young
Industry Accounting
Experience
Ernst & Young November 2003 - Present
BNY Mellon March 2001 - November 2003
Accenture May 1997 - February 2001
Boeing August 1993 - May 1997
Education
UCLA 1989 — 1993
Bachelor's degree, Accounting and Business/Management
Ernst & Young November 2003 - Present
BNY Mellon March 2001 - November 2003
Accenture May 1997 - February 2001
Boeing August 1993 - May 1997
Education
UCLA 1989 — 1993
Bachelor's degree, Accounting and Business/Management
Sue Lapa's BNY Mellon Experience January 1995 - August 1998
Job Entrepreneurial, "roll up your sleeves," Human Resources leader with Operations & Service Delivery background
Industry Financial Services
Experience
Cavalry Portfolio Services January 2013 - Present
USAlliance Federal Credit Union October 2012 - January 2013
Quorum Federal Credit Union April 2005 - July 2012
Quorum Federal Credit Union August 1998 - April 2005
BNY Mellon January 1995 - August 1998
BNY Mellon September 1986 - January 1995
Skills
Call Center, Strategic Planning, Process Improvement, Operations Management, Product Development, Leadership Development, Organizational..., Human Resources, Project Management, Change Management, Regulatory Requirements, Performance Management, Quality Assurance, Vendor Management, Problem Solving, Cross-functional Team..., Net Promoter Score, Consulting, Retail Banking, Leadership, Call Centers, Training, Management, Team Building, Strategy, Onboarding, Risk Management, Team Leadership, Talent Management, Recruiting, Employee Relations, Coaching, Employee Training
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Psychology
Cavalry Portfolio Services January 2013 - Present
USAlliance Federal Credit Union October 2012 - January 2013
Quorum Federal Credit Union April 2005 - July 2012
Quorum Federal Credit Union August 1998 - April 2005
BNY Mellon January 1995 - August 1998
BNY Mellon September 1986 - January 1995
Skills
Call Center, Strategic Planning, Process Improvement, Operations Management, Product Development, Leadership Development, Organizational..., Human Resources, Project Management, Change Management, Regulatory Requirements, Performance Management, Quality Assurance, Vendor Management, Problem Solving, Cross-functional Team..., Net Promoter Score, Consulting, Retail Banking, Leadership, Call Centers, Training, Management, Team Building, Strategy, Onboarding, Risk Management, Team Leadership, Talent Management, Recruiting, Employee Relations, Coaching, Employee Training
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Psychology
Donald Barber Donald Barber's BNY Mellon Experience August 1992 - March 2000
Job Operations Excellence and Six Sigma/Lean consultant to clients in the financial services industry
Industry Financial Services
Experience
Smart Consulting December 2010 - Present
SunTrust Bank September 2006 - December 2010
Fidelity Investments January 2003 - August 2006
Huntington National Bank March 2000 - January 2003
BNY Mellon August 1992 - March 2000
Northwest Airlines August 1988 - September 1992
Skills
Six Sigma, Process Engineering, Business Transformation, Change Management, Management Consulting, Performance Improvement, Re-engineering, Business Process, Operational Excellence, Balanced Scorecard, Process Improvement, Continuous Improvement, Process Mapping, Business Process..., Kaizen, Process Excellence, TQM, Benchmarking, Project Portfolio..., Cost Reduction, Quality Management, Risk Management, Program Management, PMO, DMAIC, Business Analysis, Business Strategy, Performance Measurement, Lean Sigma, Performance Management, Process Management, Banking, Lean Initiatives, Cost Analysis, Strategic Planning, Metrics, Change Leadership, Business Process Design, Organizational Design, Business Process..., Process Consulting, Business Process Mapping, Leadership, Consulting, Business Process..., Vendor Management, Strategy, Management, Project Management, Financial Services
Education
University of Arkansas
MS, Industrial Engineering
University of Arkansas
BS, Industrial Engineering
Smart Consulting December 2010 - Present
SunTrust Bank September 2006 - December 2010
Fidelity Investments January 2003 - August 2006
Huntington National Bank March 2000 - January 2003
BNY Mellon August 1992 - March 2000
Northwest Airlines August 1988 - September 1992
Skills
Six Sigma, Process Engineering, Business Transformation, Change Management, Management Consulting, Performance Improvement, Re-engineering, Business Process, Operational Excellence, Balanced Scorecard, Process Improvement, Continuous Improvement, Process Mapping, Business Process..., Kaizen, Process Excellence, TQM, Benchmarking, Project Portfolio..., Cost Reduction, Quality Management, Risk Management, Program Management, PMO, DMAIC, Business Analysis, Business Strategy, Performance Measurement, Lean Sigma, Performance Management, Process Management, Banking, Lean Initiatives, Cost Analysis, Strategic Planning, Metrics, Change Leadership, Business Process Design, Organizational Design, Business Process..., Process Consulting, Business Process Mapping, Leadership, Consulting, Business Process..., Vendor Management, Strategy, Management, Project Management, Financial Services
Education
University of Arkansas
MS, Industrial Engineering
University of Arkansas
BS, Industrial Engineering
Selina Feng Selina Feng's BNY Mellon Experience April 2013 - Present
Job Financial Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Blackmore Partners July 2012 - February 2013
US-China Business Training Center June 2010 - July 2011
Bestfit International Inc. June 2009 - June 2010
Skills
Financial Modeling, Valuation, Financial Statement..., Microsoft Office, Pitch Books, Salesforce.com, SBT, Peachtree, Forecasting, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Capital Markets, DCF, Business Development, Business Valuation, Capital IQ, Competitive Analysis, Alternative Investments, Economics, Financial Reporting, Portfolio Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Mater of Science, Finance
University of California, Berkeley 2007 — 2009
Bachelor of Arts in Economics, Economics
BNY Mellon April 2013 - Present
Blackmore Partners July 2012 - February 2013
US-China Business Training Center June 2010 - July 2011
Bestfit International Inc. June 2009 - June 2010
Skills
Financial Modeling, Valuation, Financial Statement..., Microsoft Office, Pitch Books, Salesforce.com, SBT, Peachtree, Forecasting, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Capital Markets, DCF, Business Development, Business Valuation, Capital IQ, Competitive Analysis, Alternative Investments, Economics, Financial Reporting, Portfolio Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Mater of Science, Finance
University of California, Berkeley 2007 — 2009
Bachelor of Arts in Economics, Economics
Scott A. Draper Scott A. Draper's BNY Mellon Experience 1995 - 1998
Job Partner & Director of Marketing at Algert Global LLC
Industry Financial Services
Experience
Algert Global LLC March 2014 - Present
Nuveen Investments October 2003 - March 2014
J.P. Morgan Asset Management 1999 - 2003
BNY Mellon 1995 - 1998
Bank of America 1991 - 1995
Skills
Alternative Investments, Asset Management, Asset Allocation, Management, Investment Strategies, Private Equity, Institutional..., Series 7, Financial Modeling, Marketing, Equities, Institutional Sales, Mutual Funds, Fund Of Funds, FINRA, Capital Markets, Securities, Series 63, Institutional, Wealth Management, Financial Services, Derivatives, Fixed Income, Portfolio Management, Investment Advisory, Bloomberg, Valuation
Education
University of California, Santa Barbara 1983 — 1987
BA, Business \ Economics, Psychology
Algert Global LLC March 2014 - Present
Nuveen Investments October 2003 - March 2014
J.P. Morgan Asset Management 1999 - 2003
BNY Mellon 1995 - 1998
Bank of America 1991 - 1995
Skills
Alternative Investments, Asset Management, Asset Allocation, Management, Investment Strategies, Private Equity, Institutional..., Series 7, Financial Modeling, Marketing, Equities, Institutional Sales, Mutual Funds, Fund Of Funds, FINRA, Capital Markets, Securities, Series 63, Institutional, Wealth Management, Financial Services, Derivatives, Fixed Income, Portfolio Management, Investment Advisory, Bloomberg, Valuation
Education
University of California, Santa Barbara 1983 — 1987
BA, Business \ Economics, Psychology
Jarrett Bromberg Jarrett Bromberg's BNY Mellon Experience June 2011 - February 2013
Job Legal Assistant Davidson Fink LLP
Industry Legal Services
Experience
Davidson Fink LLP October 2014 - Present
BNY Mellon June 2011 - February 2013
BNY Mellon October 2006 - June 2011
Ridgewood Savings Bank February 2005 - October 2006
Century 21 Department Stores November 1999 - August 2001
Skills
Customer Service, CRM
Education
Long Island University, Brooklyn Campus 2012 — 2012
Paralegal Studies Certificate
State University of New York at Albany 2000 — 2004
Bachelor of Arts, Psychology
Davidson Fink LLP October 2014 - Present
BNY Mellon June 2011 - February 2013
BNY Mellon October 2006 - June 2011
Ridgewood Savings Bank February 2005 - October 2006
Century 21 Department Stores November 1999 - August 2001
Skills
Customer Service, CRM
Education
Long Island University, Brooklyn Campus 2012 — 2012
Paralegal Studies Certificate
State University of New York at Albany 2000 — 2004
Bachelor of Arts, Psychology
Montu Patel Montu Patel's BNY Mellon Experience June 2009 - January 2011
Job Sr. PHP Developer at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis February 2011 - Present
BNY Mellon June 2009 - January 2011
Sirius XM Radio Inc. August 2006 - May 2009
Skills
PHP, Python, SOAP, XML, MySQL, XHTML, AJAX, JavaScript, Linux, CMS Tools, Red Hat Linux, Ruby on Rails
Education
University of California, Los Angeles 2002 — 2005
Master's degree, PHP Developer
LexisNexis February 2011 - Present
BNY Mellon June 2009 - January 2011
Sirius XM Radio Inc. August 2006 - May 2009
Skills
PHP, Python, SOAP, XML, MySQL, XHTML, AJAX, JavaScript, Linux, CMS Tools, Red Hat Linux, Ruby on Rails
Education
University of California, Los Angeles 2002 — 2005
Master's degree, PHP Developer
Elizabeth Tang's BNY Mellon Experience 2002 - 2006
Job Corporate Action Specialist
Industry Financial Services
Experience
Mizuho Securities USA Inc. December 2009 - March 2013
UBS Investment Bank 2006 - 2009
BNY Mellon 2002 - 2006
BNY Mellon 2000 - 2002
BNY Mellon December 1999 - May 2000
Skills
Mergers & Acquisitions, Equities, Fixed Income, Corporate Actions, Dividends, DTC, Securities Lending, Security Clearance, Team-oriented, Teamwork, Project Management, Managing Offshore Teams, Offshoring
Education
State University of New York at Buffalo 1995 — 1999
Bachelor of Arts (BA)
Mizuho Securities USA Inc. December 2009 - March 2013
UBS Investment Bank 2006 - 2009
BNY Mellon 2002 - 2006
BNY Mellon 2000 - 2002
BNY Mellon December 1999 - May 2000
Skills
Mergers & Acquisitions, Equities, Fixed Income, Corporate Actions, Dividends, DTC, Securities Lending, Security Clearance, Team-oriented, Teamwork, Project Management, Managing Offshore Teams, Offshoring
Education
State University of New York at Buffalo 1995 — 1999
Bachelor of Arts (BA)
Joel Shirasu-Hiza's BNY Mellon Experience June 2015 - Present
Job Vice President, Senior Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Eagle Investment Systems November 2010 - June 2015
Solutions Advisory Partners November 2010 - January 2012
Vestmark August 2005 - October 2010
Eagle Investment Systems August 2000 - July 2005
Thomson Financial March 1998 - July 2000
Gymboree 1996 - 1998
Skills
Fixed Income, Financial Services, Equities, Asset Management, Portfolio Management, Securities
Education
University of California, Berkeley 1993 — 1996
MA
Yale University 1989 — 1993
BA
BNY Mellon June 2015 - Present
Eagle Investment Systems November 2010 - June 2015
Solutions Advisory Partners November 2010 - January 2012
Vestmark August 2005 - October 2010
Eagle Investment Systems August 2000 - July 2005
Thomson Financial March 1998 - July 2000
Gymboree 1996 - 1998
Skills
Fixed Income, Financial Services, Equities, Asset Management, Portfolio Management, Securities
Education
University of California, Berkeley 1993 — 1996
MA
Yale University 1989 — 1993
BA
Mariya Entina, CPA's BNY Mellon Experience June 2007 - July 2007
Job Investment Analyst at Pacific Life
Industry Investment Management
Experience
Pacific Life May 2014 - Present
Capital Group December 2012 - April 2014
KPMG November 2010 - November 2012
Bank of New York Mellon June 2008 - August 2008
BNY Mellon June 2007 - July 2007
Skills
Investments, Asset Management, Finance, Financial Statements, Variance Analysis, Analysis, Big 4, IFRS, Investment Management, CPA, Charles River IMS, Mutual Funds, Separately Managed..., Bloomberg, Equities, Financial Markets, Tamale RMS, Fixed Income, Financial Analysis
Education
University of California, Los Angeles
BA, Economics and Accounting
Pacific Life May 2014 - Present
Capital Group December 2012 - April 2014
KPMG November 2010 - November 2012
Bank of New York Mellon June 2008 - August 2008
BNY Mellon June 2007 - July 2007
Skills
Investments, Asset Management, Finance, Financial Statements, Variance Analysis, Analysis, Big 4, IFRS, Investment Management, CPA, Charles River IMS, Mutual Funds, Separately Managed..., Bloomberg, Equities, Financial Markets, Tamale RMS, Fixed Income, Financial Analysis
Education
University of California, Los Angeles
BA, Economics and Accounting
John Wong, CTP's BNY Mellon Experience December 2007 - December 2008
Job Commercial Banking Relationship Manager
Industry Banking
Experience
U.S. Bank November 2014 - Present
Bank of America August 2010 - November 2014
First Data Corporation December 2009 - August 2010
BNY Mellon December 2007 - December 2008
East West Bank January 2007 - September 2007
East West Bank October 2004 - January 2006
Skills
Certified Treasury..., Treasury Management, Relationship Management, Payments, Product Management, ACH, Cash Management, Credit Analysis, Treasury Services, Cross Selling, Risk Management, Portfolio Management, Loans, Banking, Commercial Banking, Merchant Services, Credit, Management
Education
University of California, Davis 2000 — 2004
U.S. Bank November 2014 - Present
Bank of America August 2010 - November 2014
First Data Corporation December 2009 - August 2010
BNY Mellon December 2007 - December 2008
East West Bank January 2007 - September 2007
East West Bank October 2004 - January 2006
Skills
Certified Treasury..., Treasury Management, Relationship Management, Payments, Product Management, ACH, Cash Management, Credit Analysis, Treasury Services, Cross Selling, Risk Management, Portfolio Management, Loans, Banking, Commercial Banking, Merchant Services, Credit, Management
Education
University of California, Davis 2000 — 2004
Kenneth M. Chan's BNY Mellon Experience November 2013 - July 2014
Job Alternative Investment Services Investor Relations
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Citco Fund Services July 2014 - March 2015
BNY Mellon November 2013 - July 2014
The Bank of New York Mellon March 2007 - November 2013
Metro Sports Physical Therapy September 2005 - March 2007
University Physical Therapy March 2005 - August 2005
NYU Medical Center - Cardiac Rehabilitation Unit June 2004 - August 2004
VA Hospital January 2004 - May 2004
University at Buffalo January 2004 - May 2004
Skills
Hedge Funds, Investments, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Equities, Fixed Income, Derivatives, Management, Fund Administration, Alternative Investments, Bloomberg, Securities, Asset Management, Asset Allocation, Private Equity, Investor Relations
Education
SUNY at Buffalo
Bachelor of Science, Exercise Science
Morgan Stanley April 2015 - Present
Citco Fund Services July 2014 - March 2015
BNY Mellon November 2013 - July 2014
The Bank of New York Mellon March 2007 - November 2013
Metro Sports Physical Therapy September 2005 - March 2007
University Physical Therapy March 2005 - August 2005
NYU Medical Center - Cardiac Rehabilitation Unit June 2004 - August 2004
VA Hospital January 2004 - May 2004
University at Buffalo January 2004 - May 2004
Skills
Hedge Funds, Investments, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Equities, Fixed Income, Derivatives, Management, Fund Administration, Alternative Investments, Bloomberg, Securities, Asset Management, Asset Allocation, Private Equity, Investor Relations
Education
SUNY at Buffalo
Bachelor of Science, Exercise Science
Spencer Moser's BNY Mellon Experience Vice President, Implementation Project ManagementJP MorganJune 2010 - March 2012
Job Managing Director, BNY Mellon
Industry Banking
Experience
BNY Mellon Vice President, Implementation Project ManagementJP MorganJune 2010 - March 2012
BNY Mellon 1997 - 2010
Skills
PMO, Risk Management, Project Portfolio..., PMP, Outsourcing, SDLC, Program Management, Requirements Analysis, Vendor Management, Agile Project Management, Change Management, Financial Services, Cross-functional Team..., Business Requirements, Requirements Gathering, MS Project, Integration, Process Engineering, CRM, Visio, Business Process, Business Transformation, Portfolio Management, IT Service Management, Information Technology, Resource Management, Strategy, IT Management, Business Analysis, IT Strategy, Project Management, Derivatives, Business Process..., Management, Business Intelligence, Offshoring, Fixed Income, Project Delivery, Management Consulting, Relationship Management, Process Improvement, Governance, Banking, Analysis, Software Project..., Enterprise Architecture, Business Process...
Education
University at Albany, SUNY 1987 — 1991
BNY Mellon Vice President, Implementation Project ManagementJP MorganJune 2010 - March 2012
BNY Mellon 1997 - 2010
Skills
PMO, Risk Management, Project Portfolio..., PMP, Outsourcing, SDLC, Program Management, Requirements Analysis, Vendor Management, Agile Project Management, Change Management, Financial Services, Cross-functional Team..., Business Requirements, Requirements Gathering, MS Project, Integration, Process Engineering, CRM, Visio, Business Process, Business Transformation, Portfolio Management, IT Service Management, Information Technology, Resource Management, Strategy, IT Management, Business Analysis, IT Strategy, Project Management, Derivatives, Business Process..., Management, Business Intelligence, Offshoring, Fixed Income, Project Delivery, Management Consulting, Relationship Management, Process Improvement, Governance, Banking, Analysis, Software Project..., Enterprise Architecture, Business Process...
Education
University at Albany, SUNY 1987 — 1991
Scott Robicheaux's BNY Mellon Experience September 2013 - March 2014
Job VP Portfolio Manager at IBERIABANK
Industry Financial Services
Experience
IBERIABANK July 2014 - Present
BNY Mellon September 2013 - March 2014
CRT Capital Group March 2012 - September 2013
Cortview Capital Securites September 2011 - March 2012
Sterne Agee June 2010 - September 2011
Colonial Bank October 2008 - July 2010
Regions Bank June 2004 - August 2008
Compass Bank May 2002 - June 2004
Compass Bank June 1998 - March 2000
Skills
Derivatives, Trading, Banking, Securities, Options, Swaps, Capital Markets, Fixed Income, Risk Management, Interest Rate..., Hedging, Bonds, Portfolio Management, Loans, Structured Finance, Asset Management, ALM, Bloomberg, Equities, Structured Products, Valuation, Investment Banking, Hedge Funds
Education
University of Alabama 1997 — 1998
Masters, Finance
University of Alabama 1993 — 1997
BS, Finance
IBERIABANK July 2014 - Present
BNY Mellon September 2013 - March 2014
CRT Capital Group March 2012 - September 2013
Cortview Capital Securites September 2011 - March 2012
Sterne Agee June 2010 - September 2011
Colonial Bank October 2008 - July 2010
Regions Bank June 2004 - August 2008
Compass Bank May 2002 - June 2004
Compass Bank June 1998 - March 2000
Skills
Derivatives, Trading, Banking, Securities, Options, Swaps, Capital Markets, Fixed Income, Risk Management, Interest Rate..., Hedging, Bonds, Portfolio Management, Loans, Structured Finance, Asset Management, ALM, Bloomberg, Equities, Structured Products, Valuation, Investment Banking, Hedge Funds
Education
University of Alabama 1997 — 1998
Masters, Finance
University of Alabama 1993 — 1997
BS, Finance
Karen Proudfoot's BNY Mellon Experience 2007 - Present
Job Vice President , Alternative Investment Services , BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2007 - Present
Education
University College Dublin 1994 — 1998
BNY Mellon 2007 - Present
Education
University College Dublin 1994 — 1998
Bob Robinson's BNY Mellon Experience February 2013 - September 2014
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
BNY Mellon February 2013 - September 2014
Welton Investment Corportation December 2007 - January 2013
Quality Home Loans December 2005 - December 2007
Skills
Investments, Asset Allocation, Wealth Management..., Investment Strategies, Business Strategy, Risk Management, Tax-Efficient Strategies, Wealth-Preservation..., Business-Succession..., Financial Advisory, Financial Services, Risk Management..., Relationship Management, Multigenerational...
Education
University of California, Los Angeles
Oppenheimer & Co. Inc. September 2014 - Present
BNY Mellon February 2013 - September 2014
Welton Investment Corportation December 2007 - January 2013
Quality Home Loans December 2005 - December 2007
Skills
Investments, Asset Allocation, Wealth Management..., Investment Strategies, Business Strategy, Risk Management, Tax-Efficient Strategies, Wealth-Preservation..., Business-Succession..., Financial Advisory, Financial Services, Risk Management..., Relationship Management, Multigenerational...
Education
University of California, Los Angeles
Skander Aissa's BNY Mellon Experience September 2008 - Present
Job Vice President Client Services Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2008 - Present
DPM Mellon July 2003 - August 2008
SunGard June 2001 - June 2003
Skills
Hedge Funds, Alternative Investments, Fund Administration, AML, Private Equity, Due Diligence, Customer Relations, New Business Development, Contract Negotiation, Portfolio Management, Fund Of Funds, Financial Services, Securities, Asset Management, Banking, KYC, Financial Analysis, Fixed Income, Fund Accounting, Equities, Derivatives, Mutual Funds, Risk Management, Investment Management, Financial Risk, Bloomberg, Financial Markets, Capital Markets, Corporate Actions, Investments, Relationship Management, Client Services, Customer Service, Global Custody, Middle Office, Valuation
Education
University of Bridgeport 1999 — 2002
M.B.A., Management Information Systems, 3.8
Institut Superieur de Gestion 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
BNY Mellon September 2008 - Present
DPM Mellon July 2003 - August 2008
SunGard June 2001 - June 2003
Skills
Hedge Funds, Alternative Investments, Fund Administration, AML, Private Equity, Due Diligence, Customer Relations, New Business Development, Contract Negotiation, Portfolio Management, Fund Of Funds, Financial Services, Securities, Asset Management, Banking, KYC, Financial Analysis, Fixed Income, Fund Accounting, Equities, Derivatives, Mutual Funds, Risk Management, Investment Management, Financial Risk, Bloomberg, Financial Markets, Capital Markets, Corporate Actions, Investments, Relationship Management, Client Services, Customer Service, Global Custody, Middle Office, Valuation
Education
University of Bridgeport 1999 — 2002
M.B.A., Management Information Systems, 3.8
Institut Superieur de Gestion 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Aleksandra Gubareva's BNY Mellon Experience February 2013 - Present
Job Sr. Associate and Analyst at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon August 2010 - February 2013
Bank of New York Mellon June 2009 - August 2009
MANHATTAN COMMERCIAL REALTY CORP December 2006 - July 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Real Estate License, Financial Modeling, Project Management, Analysis, Real Estate, Financial Analysis, Credit
Education
BARUCH COLLEGE, Zicklin School of Business 2008 — 2010
MBA, Finance
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Psychology
BNY Mellon February 2013 - Present
BNY Mellon August 2010 - February 2013
Bank of New York Mellon June 2009 - August 2009
MANHATTAN COMMERCIAL REALTY CORP December 2006 - July 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Real Estate License, Financial Modeling, Project Management, Analysis, Real Estate, Financial Analysis, Credit
Education
BARUCH COLLEGE, Zicklin School of Business 2008 — 2010
MBA, Finance
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Psychology
Allison Cebe's BNY Mellon Experience August 2013 - Present
Job VP Sr. Mortgage Banking Officer at BNY Mellon, NMLS ID # 555175
Industry Real Estate
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank August 2009 - August 2013
JP Morgan Chase 2009 - 2010
Banc of America Investments 2008 - 2009
Washington Mutual Bank 2000 - 2007
Education
University of California, Davis 1995 — 1999
BNY Mellon August 2013 - Present
Wells Fargo Private Bank August 2009 - August 2013
JP Morgan Chase 2009 - 2010
Banc of America Investments 2008 - 2009
Washington Mutual Bank 2000 - 2007
Education
University of California, Davis 1995 — 1999
Jonathan Mandel's BNY Mellon Experience December 2013 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon December 2013 - Present
BNY Mellon March 2011 - November 2013
BNY Mellon September 2010 - February 2011
BNY Mellon May 2009 - August 2010
ING Financial Markets July 2008 - April 2009
Mirabaud & Cie June 2007 - September 2007
Education
Université Panthéon Assas (Paris II) 2006 — 2008
Master, Finance
BNY Mellon December 2013 - Present
BNY Mellon March 2011 - November 2013
BNY Mellon September 2010 - February 2011
BNY Mellon May 2009 - August 2010
ING Financial Markets July 2008 - April 2009
Mirabaud & Cie June 2007 - September 2007
Education
Université Panthéon Assas (Paris II) 2006 — 2008
Master, Finance
Neil Gottlieb's BNY Mellon Experience May 2010 - May 2013
Job Finance & Accounting Professional in Financial Services
Industry Financial Services
Experience
NKGOTTLIEB@AOL.com June 2013 - Present
BNY Mellon May 2010 - May 2013
BNY Mellon December 2009 - May 2010
North American Capital Corporation May 2008 - December 2009
BNY Mellon March 2007 - April 2008
Deutsche Bank 2004 - 2007
Major US Bank and US Cosmetic Company 2004 - 2004
CIBC 1998 - 2004
UBS 1996 - 1998
Sumitomo Trust & Banking Co Ltd 1989 - 1996
Skills
Finance, Restructuring, Sarbanes-Oxley Act, Mergers, Financial Services, Internal Audit, Mergers & Acquisitions, Financial Risk, Internal Controls, Derivatives, Investment Banking, Collateral Management, Financial Analysis, Budgeting, Auditing, Due Diligence, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, Management, Analysis, Banking, Leadership
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting
NKGOTTLIEB@AOL.com June 2013 - Present
BNY Mellon May 2010 - May 2013
BNY Mellon December 2009 - May 2010
North American Capital Corporation May 2008 - December 2009
BNY Mellon March 2007 - April 2008
Deutsche Bank 2004 - 2007
Major US Bank and US Cosmetic Company 2004 - 2004
CIBC 1998 - 2004
UBS 1996 - 1998
Sumitomo Trust & Banking Co Ltd 1989 - 1996
Skills
Finance, Restructuring, Sarbanes-Oxley Act, Mergers, Financial Services, Internal Audit, Mergers & Acquisitions, Financial Risk, Internal Controls, Derivatives, Investment Banking, Collateral Management, Financial Analysis, Budgeting, Auditing, Due Diligence, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, Management, Analysis, Banking, Leadership
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting
Gerald Kerner's BNY Mellon Experience July 2011 - December 2011
Job Principal OpenVMS Consultant at Screen Actors Guild Producers Pension & Health Plans
Industry Information Technology and Services
Experience
VMS Management Services LLC January 2006 - Present
Screen Actors Guild - Producers Pension & Health Plans June 2003 - Present
BNY Mellon July 2011 - December 2011
EMC September 2010 - January 2011
HP August 2010 - August 2010
American Stock Exchange March 2006 - April 2009
NYSE Euronext 2008 - 2009
Read-Rite Corporation 2000 - 2002
Skills
VMS, Disaster Recovery, Application Development, Data Center, Storage, Systems Management, Software Development, Cluster, SAN, Solaris
Education
University of California, Berkeley 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
VMS Management Services LLC January 2006 - Present
Screen Actors Guild - Producers Pension & Health Plans June 2003 - Present
BNY Mellon July 2011 - December 2011
EMC September 2010 - January 2011
HP August 2010 - August 2010
American Stock Exchange March 2006 - April 2009
NYSE Euronext 2008 - 2009
Read-Rite Corporation 2000 - 2002
Skills
VMS, Disaster Recovery, Application Development, Data Center, Storage, Systems Management, Software Development, Cluster, SAN, Solaris
Education
University of California, Berkeley 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Pei Ng's BNY Mellon Experience March 2004 - July 2005
Job Controller at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group April 2007 - Present
Thales Fund Management August 2005 - March 2007
BNY Mellon March 2004 - July 2005
Private Project May 2003 - June 2004
Skills
Hedge Funds, Global Macro, Financial Analysis, Financial Reporting, Internal Controls, Due Diligence, Financial Accounting, Valuation, Bloomberg Terminal, Budget Forecasts, P&L review, Financial Statements, Fund Accounting
Education
University at Buffalo 1999 — 2003
Bachelor of Science, Business Administration; Finance and Management Information Systems
Fortress Investment Group April 2007 - Present
Thales Fund Management August 2005 - March 2007
BNY Mellon March 2004 - July 2005
Private Project May 2003 - June 2004
Skills
Hedge Funds, Global Macro, Financial Analysis, Financial Reporting, Internal Controls, Due Diligence, Financial Accounting, Valuation, Bloomberg Terminal, Budget Forecasts, P&L review, Financial Statements, Fund Accounting
Education
University at Buffalo 1999 — 2003
Bachelor of Science, Business Administration; Finance and Management Information Systems
Barry Zuckerman's BNY Mellon Experience December 2000 - Present
Job Project Leader at BNY Mellon
Industry Banking
Experience
BNY Mellon December 2000 - Present
Skills
SDLC
Education
University of Bridgeport 1970 — 1974
BNY Mellon December 2000 - Present
Skills
SDLC
Education
University of Bridgeport 1970 — 1974
Ramesh Dwarakanath's BNY Mellon Experience November 2010 - Present
Job Managing Director at Bank of New York Mellon
Industry Information Technology and Services
Experience
BNY Mellon November 2010 - Present
State Street September 2000 - November 2010
ITG January 1999 - August 2000
State Street May 1995 - December 1998
Sumak Enterprises, Inc. April 1994 - April 1995
Skills
Vendor Management, Unix, Websphere, Disaster Recovery
Education
University of Alabama at Birmingham 1991 — 1994
Masters, Computer and Info Sciences
University of Mysore 1986 — 1990
B.E., Computer Science
BNY Mellon November 2010 - Present
State Street September 2000 - November 2010
ITG January 1999 - August 2000
State Street May 1995 - December 1998
Sumak Enterprises, Inc. April 1994 - April 1995
Skills
Vendor Management, Unix, Websphere, Disaster Recovery
Education
University of Alabama at Birmingham 1991 — 1994
Masters, Computer and Info Sciences
University of Mysore 1986 — 1990
B.E., Computer Science
Eric Hsiao's BNY Mellon Experience October 2010 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon October 2010 - Present
GE Capital February 2008 - October 2010
Merrill Lynch Capital March 2006 - February 2008
CitiCapital 2001 - 2006
Atherton Capital 1997 - 2001
Sumitomo Bank of California August 1996 - August 1997
Skills
Portfolio Management, Financial Risk, Structured Finance, Commercial Lending, Commercial Real Estate, Leveraged Finance, Credit, Credit Analysis, Capital Markets, Investments, Asset Management, Fixed Income, Commercial Banking, Credit Risk, Loans
Education
University of California, Los Angeles 1990 — 1995
BA
BNY Mellon October 2010 - Present
GE Capital February 2008 - October 2010
Merrill Lynch Capital March 2006 - February 2008
CitiCapital 2001 - 2006
Atherton Capital 1997 - 2001
Sumitomo Bank of California August 1996 - August 1997
Skills
Portfolio Management, Financial Risk, Structured Finance, Commercial Lending, Commercial Real Estate, Leveraged Finance, Credit, Credit Analysis, Capital Markets, Investments, Asset Management, Fixed Income, Commercial Banking, Credit Risk, Loans
Education
University of California, Los Angeles 1990 — 1995
BA
Lai Bing Yu's BNY Mellon Experience September 2002 - Present
Job Securities issuing and paying agent at BNY Mellon
Industry Banking
Experience
BNY Mellon September 2002 - Present
BNYMellon January 2001 - January 2004
BNY Mellon September 1998 - September 2001
Skills
Corporate Trust, Securities, Settlement, Bonds, DTC, Bloomberg Terminal, Corporate Actions, Transfer Agency, Fixed Income
Education
University at Albany 1995 — 1998
BA, Economics
BNY Mellon September 2002 - Present
BNYMellon January 2001 - January 2004
BNY Mellon September 1998 - September 2001
Skills
Corporate Trust, Securities, Settlement, Bonds, DTC, Bloomberg Terminal, Corporate Actions, Transfer Agency, Fixed Income
Education
University at Albany 1995 — 1998
BA, Economics
Teddy Martelli's BNY Mellon Experience May 2005 - May 2014
Job Senior Fund Accountant at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management June 2014 - Present
BNY Mellon May 2005 - May 2014
Education
UC Riverside 1997 — 2001
BS, Business
Oaktree Capital Management June 2014 - Present
BNY Mellon May 2005 - May 2014
Education
UC Riverside 1997 — 2001
BS, Business
Ann Lane's BNY Mellon Experience January 1997 - October 2001
Job Administrative Assistant at Association for Computing Machinery
Industry Financial Services
Experience
Association for Computing Machinery June 2010 - Present
Accretive October 2001 - July 2003
BNY Mellon January 1997 - October 2001
Skills
Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Proofreading, Social Media, Research, Social Networking, Outlook, Project Management, Editing, Microsoft Excel, Recruiting, New Business Development, Blogging, Nonprofits, Fundraising, Event Planning, Marketing, Copy Editing
Education
University of Alaska Anchorage 1988 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Wayne State University
Association for Computing Machinery June 2010 - Present
Accretive October 2001 - July 2003
BNY Mellon January 1997 - October 2001
Skills
Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Proofreading, Social Media, Research, Social Networking, Outlook, Project Management, Editing, Microsoft Excel, Recruiting, New Business Development, Blogging, Nonprofits, Fundraising, Event Planning, Marketing, Copy Editing
Education
University of Alaska Anchorage 1988 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Wayne State University
Kevin W. Dillon's BNY Mellon Experience December 2013 - May 2015
Job
Industry Financial Services
Experience
BNY Mellon December 2013 - May 2015
JPMorgan March 2008 - March 2011
SAC Capital April 2006 - March 2008
UBS 2000 - 2000
Sempra Energy 1998 - 1999
Skills
Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Trading, Finance, Derivatives, Portfolio Management, Investments, Financial Modeling, Customer Service, Management, Valuation, Options, Financial Analysis
Education
University of Arkansas 1992 — 1997
BSBA, Finance
Stamford High School
High School
BNY Mellon December 2013 - May 2015
JPMorgan March 2008 - March 2011
SAC Capital April 2006 - March 2008
UBS 2000 - 2000
Sempra Energy 1998 - 1999
Skills
Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Trading, Finance, Derivatives, Portfolio Management, Investments, Financial Modeling, Customer Service, Management, Valuation, Options, Financial Analysis
Education
University of Arkansas 1992 — 1997
BSBA, Finance
Stamford High School
High School
Jean-Claude Dufour's BNY Mellon Experience April 2014 - Present
Job Senior Software Engineer with broad and deep software development expertise
Industry Investment Management
Experience
BNY Mellon April 2014 - Present
Liberty Mutual Group June 2010 - March 2014
Acadian Asset Management August 2004 - May 2012
Enterprise Iron Financial Industry Solutions Inc. May 2010 - June 2010
Independence Investments January 1999 - May 2004
Skills
Microsoft SQL Server, VB.NET, SDLC, T-SQL, SQL, Visual Studio, PowerPoint, ASP.NET, SSRS, SSIS, OOP, Visual Basic, Visual C++, Database Design, Investments, PowerBuilder, C#, SOA, JavaScript, XML, SharePoint, Databases, Data Modeling, ETL, Requirements Analysis, Business Intelligence, Business Analysis, Software Project..., Equities, Software Development, Integration, Software Documentation, Stored Procedures, Analysis, ADO.NET, VSS, Crystal Reports, Data Warehousing, TFS, .NET, Oracle, Fixed Income, Information Technology, Web Services, Financial Services, Requirements Gathering, Project Management, WCF Services
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1988 — 1990
BA, Computer Science
Université Laval 1978 — 1982
BS, Electrical Engineering
BNY Mellon April 2014 - Present
Liberty Mutual Group June 2010 - March 2014
Acadian Asset Management August 2004 - May 2012
Enterprise Iron Financial Industry Solutions Inc. May 2010 - June 2010
Independence Investments January 1999 - May 2004
Skills
Microsoft SQL Server, VB.NET, SDLC, T-SQL, SQL, Visual Studio, PowerPoint, ASP.NET, SSRS, SSIS, OOP, Visual Basic, Visual C++, Database Design, Investments, PowerBuilder, C#, SOA, JavaScript, XML, SharePoint, Databases, Data Modeling, ETL, Requirements Analysis, Business Intelligence, Business Analysis, Software Project..., Equities, Software Development, Integration, Software Documentation, Stored Procedures, Analysis, ADO.NET, VSS, Crystal Reports, Data Warehousing, TFS, .NET, Oracle, Fixed Income, Information Technology, Web Services, Financial Services, Requirements Gathering, Project Management, WCF Services
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1988 — 1990
BA, Computer Science
Université Laval 1978 — 1982
BS, Electrical Engineering
Wallen Harper's BNY Mellon Experience April 2010 - Present
Job Vice President IT Internal Audit
Industry Information Technology and Services
Experience
BNY Mellon April 2010 - Present
American Express April 2009 - April 2010
Ernst & Young November 2007 - April 2009
KPMG October 2004 - November 2007
Ernst & Young September 2002 - October 2004
Education
University of Arizona 1999 — 2001
BSBA, Management Information Systems
BNY Mellon April 2010 - Present
American Express April 2009 - April 2010
Ernst & Young November 2007 - April 2009
KPMG October 2004 - November 2007
Ernst & Young September 2002 - October 2004
Education
University of Arizona 1999 — 2001
BSBA, Management Information Systems
Sinead Duffy's BNY Mellon Experience 1999 - 2011
Job Senior Project Manager
Industry Financial Services
Experience
BNY Mellon 1999 - 2011
Skills
Business Analysis, Risk Management, PMO, Project Management, SDLC, Team Building, Vendor Management, Financial Services, PMP, Process Improvement, Portfolio Management
Education
University College Dublin
B. Sc. Hons., Chemistry
BNY Mellon 1999 - 2011
Skills
Business Analysis, Risk Management, PMO, Project Management, SDLC, Team Building, Vendor Management, Financial Services, PMP, Process Improvement, Portfolio Management
Education
University College Dublin
B. Sc. Hons., Chemistry
Ahmed N. Muneeb's BNY Mellon Experience August 2013 - Present
Job Associate | Private Bank at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2013 - Present
Ayco/Goldman Sachs 2012 - 2013
Education
University of Redlands 2011 — 2013
M.B.A.
University of California, Irvine 2007 — 2011
B.A.
BNY Mellon August 2013 - Present
Ayco/Goldman Sachs 2012 - 2013
Education
University of Redlands 2011 — 2013
M.B.A.
University of California, Irvine 2007 — 2011
B.A.
Coert Oosterom's BNY Mellon Experience March 2014 - Present
Job Database Specialist/Architect
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
bol.com January 2012 - April 2013
Fitch Ratings March 2001 - January 2012
Skills
Business Intelligence, Agile Methodologies, Business Analysis, Enterprise Architecture, Oracle RAC, Data Warehousing, SQL, Data Modeling, Team Management, Agile Project Management
Education
University of Amsterdam 1988 — 1993
Master's degree, Physics
BNY Mellon March 2014 - Present
bol.com January 2012 - April 2013
Fitch Ratings March 2001 - January 2012
Skills
Business Intelligence, Agile Methodologies, Business Analysis, Enterprise Architecture, Oracle RAC, Data Warehousing, SQL, Data Modeling, Team Management, Agile Project Management
Education
University of Amsterdam 1988 — 1993
Master's degree, Physics
Carmen Kilgore's BNY Mellon Experience October 2006 - February 2012
Job Account Executive at Nationwide EZ Cashflow Solutions, LLC.
Industry Financial Services
Experience
Nationwide E-Z Cashflow Solutions, LLC. August 2015 - Present
The Bank of New York Mellon October 2006 - July 2015
BNY Mellon October 2006 - February 2012
SouthTrust Bank May 2001 - September 2006
Skills
Corporate Trust, Fund Accounting, Fund Administration, Structured Finance, Bonds, Relationship Management, Financial Risk, Management, Risk Management, Corporate Finance, Finance, Microsoft Excel
Education
University of Alabama at Birmingham 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Nationwide E-Z Cashflow Solutions, LLC. August 2015 - Present
The Bank of New York Mellon October 2006 - July 2015
BNY Mellon October 2006 - February 2012
SouthTrust Bank May 2001 - September 2006
Skills
Corporate Trust, Fund Accounting, Fund Administration, Structured Finance, Bonds, Relationship Management, Financial Risk, Management, Risk Management, Corporate Finance, Finance, Microsoft Excel
Education
University of Alabama at Birmingham 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Kristofer Yrrizarry's BNY Mellon Experience February 2005 - May 2014
Job Director, Retail Investment Advisor Risk at Charles Schwab
Industry Banking
Experience
Charles Schwab August 2015 - Present
Wells Fargo June 2014 - August 2015
BNY Mellon February 2005 - May 2014
BNY Mellon Transition Management Advisors, LLC June 2013 - March 2014
AIG Advisor Group March 2003 - January 2005
Charles Schwab September 1997 - February 2003
Skills
Series 7, Operational Risk, Equities, FINRA, Risk Management, Series 24, Banking, Regulatory Guidelines, Internal Controls, Compliance Testing, Compliance Program..., Internal Audit, Risk Assessment, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Mutual Funds
Education
University of Arizona 1992 — 1997
B.S., Regional Development
Charles Schwab August 2015 - Present
Wells Fargo June 2014 - August 2015
BNY Mellon February 2005 - May 2014
BNY Mellon Transition Management Advisors, LLC June 2013 - March 2014
AIG Advisor Group March 2003 - January 2005
Charles Schwab September 1997 - February 2003
Skills
Series 7, Operational Risk, Equities, FINRA, Risk Management, Series 24, Banking, Regulatory Guidelines, Internal Controls, Compliance Testing, Compliance Program..., Internal Audit, Risk Assessment, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Mutual Funds
Education
University of Arizona 1992 — 1997
B.S., Regional Development
Abe Thomas's BNY Mellon Experience December 2010 - February 2011
Job Sales Zeno Controls LLC
Industry Electrical/Electronic Manufacturing
Experience
CUNY QCC February 2014 - Present
ZENO Controls LLC February 2013 - June 2014
The Northwest Company March 2011 - February 2012
BNY Mellon December 2010 - February 2011
US Census Bureau April 2010 - July 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, New Business Development, IBM iSeries, Social Media, Leadership, JD Edwards, Social Media Marketing, Oracle, Inventory Management, Team Building, Product Development, Account Management, Sales, Accpac, AS400, Excel, Sales Process, Hospitality, B2B, CRM, Zoho
Education
SUNY Albany 2008 — 2010
BA, History
CUNY QCC February 2014 - Present
ZENO Controls LLC February 2013 - June 2014
The Northwest Company March 2011 - February 2012
BNY Mellon December 2010 - February 2011
US Census Bureau April 2010 - July 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, New Business Development, IBM iSeries, Social Media, Leadership, JD Edwards, Social Media Marketing, Oracle, Inventory Management, Team Building, Product Development, Account Management, Sales, Accpac, AS400, Excel, Sales Process, Hospitality, B2B, CRM, Zoho
Education
SUNY Albany 2008 — 2010
BA, History
RAY VOKULICH's BNY Mellon Experience 2007 - 2008
Job Capacity PlannerPerformance TuningSystems Monitoring Consultant
Industry Information Technology and Services
Experience
Computer Systems Management,LLC December 2005 - Present
BNY Mellon 2007 - 2008
AIG Technologies July 2001 - November 2005
Computer Systems Management, LLC Numerous Clients January 1982 - June 2001
Lehman Brothers 1984 - 1988
Education
Various ISV Software Vendors 1984 — 2012
250 + Continuing Education Units
University at Albany, SUNY 1978 — 1982
Computer Systems Management,LLC December 2005 - Present
BNY Mellon 2007 - 2008
AIG Technologies July 2001 - November 2005
Computer Systems Management, LLC Numerous Clients January 1982 - June 2001
Lehman Brothers 1984 - 1988
Education
Various ISV Software Vendors 1984 — 2012
250 + Continuing Education Units
University at Albany, SUNY 1978 — 1982
Rob Pollak's BNY Mellon Experience January 2002 - May 2005
Job Relationship Manager at Mercer Outsourcing
Industry Outsourcing/Offshoring
Experience
Mercer Investment Consulting April 2008 - April 2013
Xerox May 2005 - October 2007
BNY Mellon January 2002 - May 2005
PwC May 1980 - December 2001
Skills
Mutual Funds, Investments, 401k, Defined Benefit, Retirement, Pensions, Defined Contribution, Risk Management, Retirement Planning, Employee Benefits, Business Analysis, ERISA, Vendor Management, Business Strategy, Outsourcing
Education
SUNY Albany
Bachelor of Arts (B.A.), Psychology/Math
Mercer Investment Consulting April 2008 - April 2013
Xerox May 2005 - October 2007
BNY Mellon January 2002 - May 2005
PwC May 1980 - December 2001
Skills
Mutual Funds, Investments, 401k, Defined Benefit, Retirement, Pensions, Defined Contribution, Risk Management, Retirement Planning, Employee Benefits, Business Analysis, ERISA, Vendor Management, Business Strategy, Outsourcing
Education
SUNY Albany
Bachelor of Arts (B.A.), Psychology/Math
Isaac Han's BNY Mellon Experience November 2012 - June 2013
Job
Industry Financial Services
Experience
Oaktree Capital Management November 2013 - January 2015
BNY Mellon November 2012 - June 2013
Capital Guardian Trust Company November 2011 - October 2012
Canyon Capital LLC August 2010 - August 2011
Western Asset Management Company February 2010 - June 2010
Ares Management LLC April 2009 - October 2009
Wachovia Global Securities July 2006 - March 2009
Wells Fargo and Company April 2004 - April 2005
Skills
Fund Accounting, Trade Settlements, Operations, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Cash Management, Banking, Trading, Financial Markets, Pricing, Asset Setup, Data Integrity, Fixed Income, Bank Debt, Financial Statements
Education
University of California, San Diego 1999 — 2003
B.A, Economics
Oaktree Capital Management November 2013 - January 2015
BNY Mellon November 2012 - June 2013
Capital Guardian Trust Company November 2011 - October 2012
Canyon Capital LLC August 2010 - August 2011
Western Asset Management Company February 2010 - June 2010
Ares Management LLC April 2009 - October 2009
Wachovia Global Securities July 2006 - March 2009
Wells Fargo and Company April 2004 - April 2005
Skills
Fund Accounting, Trade Settlements, Operations, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Cash Management, Banking, Trading, Financial Markets, Pricing, Asset Setup, Data Integrity, Fixed Income, Bank Debt, Financial Statements
Education
University of California, San Diego 1999 — 2003
B.A, Economics
Steven. Myers's BNY Mellon Experience January 1997 - Present
Job VP Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 1997 - Present
First Chicago Trust Co of NY November 1991 - January 1997
Education
University of Alabama 1985 — 1990
Bachelor of Science Business Administration, Marketing/Management
BNY Mellon January 1997 - Present
First Chicago Trust Co of NY November 1991 - January 1997
Education
University of Alabama 1985 — 1990
Bachelor of Science Business Administration, Marketing/Management
Keri-anne Marshall's BNY Mellon Experience March 2012 - Present
Job Associate Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
BNY Mellon June 2007 - March 2012
Education
State University of New York at Buffalo 2001 — 2006
Bachelor's degree, Economics
BNY Mellon March 2012 - Present
BNY Mellon June 2007 - March 2012
Education
State University of New York at Buffalo 2001 — 2006
Bachelor's degree, Economics
Michael Estephan's BNY Mellon Experience August 2007 - July 2008
Job Manager of Finance (contract) at The Walt Disney Studios
Industry
Experience
The Walt Disney Studios January 2012 - Present
Universal Studios October 2011 - January 2012
Cast & Crew Payroll July 2008 - July 2011
BNY Mellon August 2007 - July 2008
Live Nation April 2006 - August 2007
Century National Insurance Company January 2005 - April 2006
AIG SunAmerica February 2003 - January 2005
Topa Insurance Company October 1998 - February 2003
Education
Cal State Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Los Angeles
Certificate in Accounting Award
The Walt Disney Studios January 2012 - Present
Universal Studios October 2011 - January 2012
Cast & Crew Payroll July 2008 - July 2011
BNY Mellon August 2007 - July 2008
Live Nation April 2006 - August 2007
Century National Insurance Company January 2005 - April 2006
AIG SunAmerica February 2003 - January 2005
Topa Insurance Company October 1998 - February 2003
Education
Cal State Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Los Angeles
Certificate in Accounting Award
Adam Kroft's BNY Mellon Experience January 2011 - Present
Job Securities Settlement Processor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2011 - Present
Education
SUNY at Buffalo 2007 — 2009
Bachelor's degree, Business Administration and Management, General
BNY Mellon January 2011 - Present
Education
SUNY at Buffalo 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Nicky Murphy's BNY Mellon Experience September 2013 - July 2014
Job Accountant at Internet Inspirations
Industry Financial Services
Experience
Internet Inspirations April 2015 - Present
BNY Mellon September 2013 - July 2014
St Mary's Day Care Centre June 2006 - September 2013
Wexford County Council July 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Fundraising, Project Planning, Statistical Data..., Research, Statistics, Office Administration, Mathematics, Economics, Microsoft Office, R, Advent Geneva, Bloomberg Terminal, Analysis, Bloomberg, Finance, Time Management, Hedge Funds, Fund Accounting, Account Reconciliation, Financial Services, Fund Administration, QuickBooks, Human Resources, Project Management
Education
University College Dublin 2010 — 2013
Bachelor of Arts (BA) (Hons), Mathematics and Economics
Internet Inspirations April 2015 - Present
BNY Mellon September 2013 - July 2014
St Mary's Day Care Centre June 2006 - September 2013
Wexford County Council July 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Fundraising, Project Planning, Statistical Data..., Research, Statistics, Office Administration, Mathematics, Economics, Microsoft Office, R, Advent Geneva, Bloomberg Terminal, Analysis, Bloomberg, Finance, Time Management, Hedge Funds, Fund Accounting, Account Reconciliation, Financial Services, Fund Administration, QuickBooks, Human Resources, Project Management
Education
University College Dublin 2010 — 2013
Bachelor of Arts (BA) (Hons), Mathematics and Economics
Ruby Majid's BNY Mellon Experience 2006 - 2013
Job Investment Management Professional
Industry Investment Management
Experience
BNY Mellon 2006 - 2013
Education
University of California, Los Angeles 1983 — 1985
Bachelor's degree, Business Administration and Management, General
BNY Mellon 2006 - 2013
Education
University of California, Los Angeles 1983 — 1985
Bachelor's degree, Business Administration and Management, General
Arben Cico's BNY Mellon Experience September 2004 - Present
Job Senior Investment Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2004 - Present
Education
Universiteti i Tiranës 1974 — 1978
Bachelor's degree, Economics
BNY Mellon September 2004 - Present
Education
Universiteti i Tiranës 1974 — 1978
Bachelor's degree, Economics
Sandy Guidicianne, CFP®'s BNY Mellon Experience June 2007 - June 2010
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management August 2010 - Present
BNY Mellon June 2007 - June 2010
BNY Mellon October 2003 - May 2007
BNY Mellon July 2001 - September 2003
Education
University of California, Los Angeles
Bachelor's degree, Business Economics
First Republic Investment Management August 2010 - Present
BNY Mellon June 2007 - June 2010
BNY Mellon October 2003 - May 2007
BNY Mellon July 2001 - September 2003
Education
University of California, Los Angeles
Bachelor's degree, Business Economics
Emily Zammit's BNY Mellon Experience July 2008 - July 2010
Job Technical Recruiter at Bank of America
Industry Management Consulting
Experience
Ernst & Young J&M Management Consulting GmbH Technical RecruiterBank of AmericaMay 2011 - Present
BNY Mellon July 2008 - July 2010
Erste Group Bank AG July 2005 - July 2010
HSBC March 2005 - November 2005
Skills
Business Process...
Education
University of California, Berkeley
University of Otago
Ernst & Young J&M Management Consulting GmbH Technical RecruiterBank of AmericaMay 2011 - Present
BNY Mellon July 2008 - July 2010
Erste Group Bank AG July 2005 - July 2010
HSBC March 2005 - November 2005
Skills
Business Process...
Education
University of California, Berkeley
University of Otago
Gregory Warnke, CPA, MBA's BNY Mellon Experience 1994 - Present
Job Managing Director, Controller for Global Markets, Capital Markets, Corporate Treasury and Credit Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1994 - Present
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Finance and International Business
State University of New York at Albany 1988 — 1992
Bachelor's Degree, Accounting, Magna Cum Laude
BNY Mellon 1994 - Present
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Finance and International Business
State University of New York at Albany 1988 — 1992
Bachelor's Degree, Accounting, Magna Cum Laude
Theresa Donato's BNY Mellon Experience Project ManagerBNY Mellon$
Job Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Project ManagerBNY Mellon$
Skills
Project Management, Strategic Planning
Education
University at Buffalo
Bachelor's degree, Technical Theatre/Theatre Design and Technology
University of Central Florida
masters manag, Theatre/Theatre Arts Management
BNY Mellon Project ManagerBNY Mellon$
Skills
Project Management, Strategic Planning
Education
University at Buffalo
Bachelor's degree, Technical Theatre/Theatre Design and Technology
University of Central Florida
masters manag, Theatre/Theatre Arts Management
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon