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,
BNY Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Employees
Employee
Years
Job
Industry
Syeda Rizvi Syeda Rizvi's BNY Mellon Experience August 2014 - Present
Job Sr Corporate Trust Administrator at BNY Mellon
Industry Accounting
Experience
BNY Mellon August 2014 - Present
Lone Star Rags January 2014 - Present
Salon Services & Supplies September 2013 - January 2014
Kids in Kare August 2013 - January 2014
Skills
QuickBooks, Outlook, Microsoft Excel, Microsoft Word, Budgets, Customer Service, Microsoft Office, Administrative..., PowerPoint, Inventory Management, Time Management, Administration, Event Planning, Retail, Small Business, Cash Flow, Cash Management, Cash Handling Experience, Account Reconciliation, Bank Reconciliation, Investment Banking
Education
Association of Chartered Certified Accountants
University of Cambridge 2009 — 2011
Alevels
Karachi International School
GCE Olevels
BNY Mellon August 2014 - Present
Lone Star Rags January 2014 - Present
Salon Services & Supplies September 2013 - January 2014
Kids in Kare August 2013 - January 2014
Skills
QuickBooks, Outlook, Microsoft Excel, Microsoft Word, Budgets, Customer Service, Microsoft Office, Administrative..., PowerPoint, Inventory Management, Time Management, Administration, Event Planning, Retail, Small Business, Cash Flow, Cash Management, Cash Handling Experience, Account Reconciliation, Bank Reconciliation, Investment Banking
Education
Association of Chartered Certified Accountants
University of Cambridge 2009 — 2011
Alevels
Karachi International School
GCE Olevels
Yirmarie Graulau Santiago Yirmarie Graulau Santiago's BNY Mellon Experience May 2012 - August 2012
Job Cost Basis Reporting Associate at Pershing, a BNY Mellon company
Industry Marketing and Advertising
Experience
Central Florida Alumni Chapter of AKPsi January 2014 - Present
Pershing, a BNY Mellon company September 2012 - Present
Pershing, a BNY Mellon company September 2012 - Present
BNY Mellon May 2012 - August 2012
Central Florida Zoo & Botanical Gardens January 2012 - April 2012
Barnes & Noble College Bookseller, LLC July 2008 - January 2012
Alpha Tau Pledge Class September 2011 - November 2011
BNY Mellon May 2011 - August 2011
Boys Town of Central Florida August 2010 - December 2010
Skills
Microsoft Office, Inventory Management, Fundraising, Planning, PowerPoint, Customer Service, Finance, Microsoft Excel, Team Leadership, Management, Project Planning, Leadership, Financial Analysis, Team Building, Marketing, Training, Illustrator, Outlook, Financial Services, Event Planning, Data Entry, Time Management, Analysis, Research, Account Management, Tax Accounting, 1099 Preparation, Account Reconciliation
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Central Florida Alumni Chapter of AKPsi January 2014 - Present
Pershing, a BNY Mellon company September 2012 - Present
Pershing, a BNY Mellon company September 2012 - Present
BNY Mellon May 2012 - August 2012
Central Florida Zoo & Botanical Gardens January 2012 - April 2012
Barnes & Noble College Bookseller, LLC July 2008 - January 2012
Alpha Tau Pledge Class September 2011 - November 2011
BNY Mellon May 2011 - August 2011
Boys Town of Central Florida August 2010 - December 2010
Skills
Microsoft Office, Inventory Management, Fundraising, Planning, PowerPoint, Customer Service, Finance, Microsoft Excel, Team Leadership, Management, Project Planning, Leadership, Financial Analysis, Team Building, Marketing, Training, Illustrator, Outlook, Financial Services, Event Planning, Data Entry, Time Management, Analysis, Research, Account Management, Tax Accounting, 1099 Preparation, Account Reconciliation
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Brenna McDaniel's BNY Mellon Experience November 2012 - Present
Job Senior Associate Custody
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Young & Haas CPA March 2010 - June 2011
Skills
Mutual Funds
Education
University of Central Florida
BNY Mellon November 2012 - Present
Young & Haas CPA March 2010 - June 2011
Skills
Mutual Funds
Education
University of Central Florida
John A. Olivares John A. Olivares's BNY Mellon Experience June 2015 - Present
Job UCF Graduate excited to begin a career in the Finance Industry.
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
SunTrust January 2015 - June 2015
uBreakiFix May 2014 - January 2015
SunTrust Bank December 2013 - April 2014
Sweet Homes Realty, LLC. August 2012 - April 2014
Orange County Fire Rescue July 2013 - December 2013
LeisureLink December 2008 - August 2011
Westgate Resorts August 1999 - September 2008
Skills
Hospitality, Email Marketing, Social Media Marketing, Account Management, Sales, General Economics, General Financial..., General Managerial..., Sales Presentations, Selling, Marketing Strategy, Salesforce.com, Online Advertising, Competitive Analysis, Customer Service, Real Estate, Microsoft Excel, Budgets
Education
University of Central Florida 2013 — 2014
Bachelor's Degree, Finance, General, 3.9 GPA
Valencia Community College 1999 — 2012
Associate's Degree, Business Administration and Management, General, 3.5 GPA
Cypress Creek High School 1993 — 1997
High School, General, 3.0 GPA
BNY Mellon June 2015 - Present
SunTrust January 2015 - June 2015
uBreakiFix May 2014 - January 2015
SunTrust Bank December 2013 - April 2014
Sweet Homes Realty, LLC. August 2012 - April 2014
Orange County Fire Rescue July 2013 - December 2013
LeisureLink December 2008 - August 2011
Westgate Resorts August 1999 - September 2008
Skills
Hospitality, Email Marketing, Social Media Marketing, Account Management, Sales, General Economics, General Financial..., General Managerial..., Sales Presentations, Selling, Marketing Strategy, Salesforce.com, Online Advertising, Competitive Analysis, Customer Service, Real Estate, Microsoft Excel, Budgets
Education
University of Central Florida 2013 — 2014
Bachelor's Degree, Finance, General, 3.9 GPA
Valencia Community College 1999 — 2012
Associate's Degree, Business Administration and Management, General, 3.5 GPA
Cypress Creek High School 1993 — 1997
High School, General, 3.0 GPA
Thomas Coll's BNY Mellon Experience November 2002 - Present
Job Senior Accountant, BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2002 - Present
Dreyfus Mutual Funds, A Subsidiary of BNY Mellon Corporation August 2001 - September 2002
Morgan Stanley August 1999 - June 2001
Metromedia Steakhouses Co LP November 1994 - August 1999
Skills
Finance, Financial Analysis, Accounting, Account Reconciliation, Cash Management, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Banking, Mutual Funds, Financial Planning, Customer Service, Microsoft Excel, Public Speaking, Strategic Planning, Internal Controls, Auditing, Fund Accounting, Internal Audit, Financial Audits, Retirement Savings, Retirement Planning, Financial Risk...
Education
University of Central Florida 1982 — 1985
Bachelor of Science (BS), Marketing
BNY Mellon November 2002 - Present
Dreyfus Mutual Funds, A Subsidiary of BNY Mellon Corporation August 2001 - September 2002
Morgan Stanley August 1999 - June 2001
Metromedia Steakhouses Co LP November 1994 - August 1999
Skills
Finance, Financial Analysis, Accounting, Account Reconciliation, Cash Management, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Banking, Mutual Funds, Financial Planning, Customer Service, Microsoft Excel, Public Speaking, Strategic Planning, Internal Controls, Auditing, Fund Accounting, Internal Audit, Financial Audits, Retirement Savings, Retirement Planning, Financial Risk...
Education
University of Central Florida 1982 — 1985
Bachelor of Science (BS), Marketing
Michael Ketchum Michael Ketchum's BNY Mellon Experience August 2007 - February 2010
Job Compliance Analyst at INTECH Investment Management LLC (a Janus Capital Group Company)
Industry Investment Management
Experience
INTECH Investment Management LLC (a Janus Capital Group Company) March 2010 - Present
BNY Mellon August 2007 - February 2010
Education
University of Central Florida - College of Business Administration 2002 — 2007
Finance
INTECH Investment Management LLC (a Janus Capital Group Company) March 2010 - Present
BNY Mellon August 2007 - February 2010
Education
University of Central Florida - College of Business Administration 2002 — 2007
Finance
Kyle Mulvihill's BNY Mellon Experience May 2015 - Present
Job Fund Accounting Intern at BNY Mellon
Industry Accounting
Experience
BNY Mellon May 2015 - Present
Estate & Business Planning Group August 2014 - December 2014
Medical Accounts Receivable Services June 2013 - December 2014
Pinch A Penny, Inc. June 2011 - July 2012
Mariner Sands Country Club June 2009 - October 2010
Skills
Customer Service, Time Management, Teamwork, Multi-tasking..., Outstanding Communicator, Interpersonal..., Flexible to Change, Leadership, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Finance
Education
University of Central Florida 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.4 GPA
Martin County High School 2008 — 2012
4.0
BNY Mellon May 2015 - Present
Estate & Business Planning Group August 2014 - December 2014
Medical Accounts Receivable Services June 2013 - December 2014
Pinch A Penny, Inc. June 2011 - July 2012
Mariner Sands Country Club June 2009 - October 2010
Skills
Customer Service, Time Management, Teamwork, Multi-tasking..., Outstanding Communicator, Interpersonal..., Flexible to Change, Leadership, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Finance
Education
University of Central Florida 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.4 GPA
Martin County High School 2008 — 2012
4.0
Sundeep Chana's BNY Mellon Experience June 2013 - September 2013
Job Student at University of Central Florida
Industry Accounting
Experience
Grennan Fender Ruta & Associates, LLP October 2013 - December 2014
BNY Mellon June 2013 - September 2013
Asnaco LLC December 2009 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
University of Central Florida 2013 — 2015
Bachelor of Science, Business Administration - Accounting
University of Central Florida 2013 — 2014
Accounting
Seminole State College of Florida
Associate of Science, Accounting
Grennan Fender Ruta & Associates, LLP October 2013 - December 2014
BNY Mellon June 2013 - September 2013
Asnaco LLC December 2009 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
University of Central Florida 2013 — 2015
Bachelor of Science, Business Administration - Accounting
University of Central Florida 2013 — 2014
Accounting
Seminole State College of Florida
Associate of Science, Accounting
Amanda Grimaldi's BNY Mellon Experience July 2009 - December 2009
Job AntiMoney Laundering Compliance Officer at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Deutsche Bank July 2013 - April 2014
Deutsche Bank July 2010 - June 2013
BNY Mellon July 2009 - December 2009
Skills
Anti Money Laundering, OFAC, Bank Secrecy Act, Franchising, Correspondent Banking, Fraud Investigations, Internal Audit, Due Diligence, Risk Management
Education
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor of Science (BS), Finance
Deutsche Bank May 2014 - Present
Deutsche Bank July 2013 - April 2014
Deutsche Bank July 2010 - June 2013
BNY Mellon July 2009 - December 2009
Skills
Anti Money Laundering, OFAC, Bank Secrecy Act, Franchising, Correspondent Banking, Fraud Investigations, Internal Audit, Due Diligence, Risk Management
Education
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor of Science (BS), Finance
Jessica Abrahamsen's BNY Mellon Experience September 2012 - April 2015
Job Financial Analyst at Houghton Mifflin Harcourt
Industry Financial Services
Experience
Houghton Mifflin Harcourt May 2015 - Present
BNY Mellon September 2012 - April 2015
Skills
Hospitality, Event Management, Hospitality Management, Finance, Customer Satisfaction, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Social Media, Social Networking
Education
University of Central Florida 2008 — 2012
B.S, Management
University of Central Florida 2008 — 2012
BS, hospitality management
Houghton Mifflin Harcourt May 2015 - Present
BNY Mellon September 2012 - April 2015
Skills
Hospitality, Event Management, Hospitality Management, Finance, Customer Satisfaction, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Social Media, Social Networking
Education
University of Central Florida 2008 — 2012
B.S, Management
University of Central Florida 2008 — 2012
BS, hospitality management
Paxton Hoogland's BNY Mellon Experience June 2013 - Present
Job Mutual Fund Trade Desk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Publix Supermarkets May 2011 - June 2013
ASI January 2013 - April 2013
Estate and Business Planning Group October 2012 - April 2013
Selective Realty Group/American Pro Maintenance May 2012 - September 2012
Conrad Santiago & Associates December 2011 - December 2011
The Orlando Sentinel December 2010 - December 2010
Skills
Corporate Finance, Portfolio Management, Real Estate, Financial Accounting, Investments, Microsoft Excel, Marketing Research, Analysis, Financial Modeling
Education
University of Central Florida 2009 — 2013
Bachelor of Science in Business Administration, Finance, 3.5
BNY Mellon June 2013 - Present
Publix Supermarkets May 2011 - June 2013
ASI January 2013 - April 2013
Estate and Business Planning Group October 2012 - April 2013
Selective Realty Group/American Pro Maintenance May 2012 - September 2012
Conrad Santiago & Associates December 2011 - December 2011
The Orlando Sentinel December 2010 - December 2010
Skills
Corporate Finance, Portfolio Management, Real Estate, Financial Accounting, Investments, Microsoft Excel, Marketing Research, Analysis, Financial Modeling
Education
University of Central Florida 2009 — 2013
Bachelor of Science in Business Administration, Finance, 3.5
Devesh Ranjan's BNY Mellon Experience April 2013 - June 2013
Job Systems Architect at Electronic Arts (EA)
Industry Computer Software
Experience
Dell June 2013 - August 2015
BNY Mellon April 2013 - June 2013
Walt Disney World 2013 - 2013
Syniverse Technologies March 2010 - December 2012
Lockheed Martin February 2008 - February 2010
Convergys Inc. June 1996 - November 2007
Skills
Unix, SDLC, Solution Architecture, Oracle, SOA, Java, Business Intelligence, Requirements Analysis, Agile Project Management
Education
Indian Institute of Technology (IIT), BHU 1986 — 1990
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
University of Central Florida
Master of Business Administration (M.B.A.), in progress
Dell June 2013 - August 2015
BNY Mellon April 2013 - June 2013
Walt Disney World 2013 - 2013
Syniverse Technologies March 2010 - December 2012
Lockheed Martin February 2008 - February 2010
Convergys Inc. June 1996 - November 2007
Skills
Unix, SDLC, Solution Architecture, Oracle, SOA, Java, Business Intelligence, Requirements Analysis, Agile Project Management
Education
Indian Institute of Technology (IIT), BHU 1986 — 1990
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
University of Central Florida
Master of Business Administration (M.B.A.), in progress
Monique Tsitas (Assal)'s BNY Mellon Experience October 2004 - May 2011
Job CSD Operational Efficiency at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company May 2011 - Present
BNY Mellon October 2004 - May 2011
Skills
Equities, Investments, Management, Process Improvement, Team Building, Financial Analysis, Project Management, Microsoft Excel, Vendor Management
Education
University of Central Florida 1996 — 2004
Bachelor of Business Administration (BBA), Management Information Systems, General
Pershing, a BNY Mellon company May 2011 - Present
BNY Mellon October 2004 - May 2011
Skills
Equities, Investments, Management, Process Improvement, Team Building, Financial Analysis, Project Management, Microsoft Excel, Vendor Management
Education
University of Central Florida 1996 — 2004
Bachelor of Business Administration (BBA), Management Information Systems, General
Catherine Stickley Catherine Stickley's BNY Mellon Experience July 2012 - Present
Job Client Service Operations Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon July 2012 - Present
BNY Mellon July 2004 - June 2012
Immunex January 2002 - July 2002
University of Washington September 2000 - December 2001
Certus Asset Advisors March 1998 - June 2000
Education
University of Washington
MLIS, Master of Library and Information Science
University of California, Santa Cruz
Bachelor of Arts, Sociology
BNY Mellon July 2012 - Present
BNY Mellon July 2004 - June 2012
Immunex January 2002 - July 2002
University of Washington September 2000 - December 2001
Certus Asset Advisors March 1998 - June 2000
Education
University of Washington
MLIS, Master of Library and Information Science
University of California, Santa Cruz
Bachelor of Arts, Sociology
Kevin Burn's BNY Mellon Experience June 2007 - July 2008
Job Kevin Burn accepts new position as Market Manager
Industry Banking
Experience
Seacoast Bank May 2015 - Present
Adnubis January 2014 - Present
Seacoast Bank October 2012 - May 2015
Seacoast Bank 2012 - 2015
SunTrust Bank August 2008 - October 2012
SunTrust 2008 - 2012
BNY Mellon June 2007 - July 2008
Skills
Small Business, Financial Analysis, Investments, Finance, Mutual Funds, Financial Reporting, Commercial Lending, Small Business Lending, Accounting, Loans, Credit, Portfolio Management, Banking, Budgets, Wealth Management, Mortgage Lending, Strategic Planning, Business Development
Education
University of Central Florida 2006 — 2008
Masters, Business Administration (MBA), Finance
University of Central Florida 2002 — 2006
Bachelor's degree, Finance and Economics
Seacoast Bank May 2015 - Present
Adnubis January 2014 - Present
Seacoast Bank October 2012 - May 2015
Seacoast Bank 2012 - 2015
SunTrust Bank August 2008 - October 2012
SunTrust 2008 - 2012
BNY Mellon June 2007 - July 2008
Skills
Small Business, Financial Analysis, Investments, Finance, Mutual Funds, Financial Reporting, Commercial Lending, Small Business Lending, Accounting, Loans, Credit, Portfolio Management, Banking, Budgets, Wealth Management, Mortgage Lending, Strategic Planning, Business Development
Education
University of Central Florida 2006 — 2008
Masters, Business Administration (MBA), Finance
University of Central Florida 2002 — 2006
Bachelor's degree, Finance and Economics
Jordan Cortez's BNY Mellon Experience November 2013 - Present
Job Attended University of Central Florida
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Equity Investment Services January 2013 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Time Management, Leadership, Social Media, Teamwork, Market Research, Finance, Eagle PACE, Microsoft Excel, Financial Operations, Data Reconciliation
Education
University of Central Florida 2009 — 2013
Bachelor's Degree, Finance
BNY Mellon November 2013 - Present
Equity Investment Services January 2013 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Time Management, Leadership, Social Media, Teamwork, Market Research, Finance, Eagle PACE, Microsoft Excel, Financial Operations, Data Reconciliation
Education
University of Central Florida 2009 — 2013
Bachelor's Degree, Finance
Matthew A. Calabrese Matthew A. Calabrese's BNY Mellon Experience 2004 - 2007
Job Territory Sales Representative at G&K Services
Industry Facilities Services
Experience
G&K Services May 2013 - Present
Champion Wealth Advisors, LLC September 2011 - Present
Evershore Financial Group 2010 - 2011
Kraft Foods Group 2008 - 2010
Bank of America (Formally Countrywide Home Loans) 2007 - 2007
BNY Mellon 2004 - 2007
Skills
Strategic Financial...
Education
University of Central Florida - College of Business Administration 1999 — 2004
Accounting
G&K Services May 2013 - Present
Champion Wealth Advisors, LLC September 2011 - Present
Evershore Financial Group 2010 - 2011
Kraft Foods Group 2008 - 2010
Bank of America (Formally Countrywide Home Loans) 2007 - 2007
BNY Mellon 2004 - 2007
Skills
Strategic Financial...
Education
University of Central Florida - College of Business Administration 1999 — 2004
Accounting
Dustin Borge Dustin Borge's BNY Mellon Experience September 2013 - Present
Job Account Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Ross Stores, Inc. June 2011 - November 2013
Wells Fargo Home Mortgage June 2013 - August 2013
Ross Stores, Inc. June 2010 - June 2011
Pacific Sunwear July 2008 - January 2010
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Customer Service, Investments, Stock Trading, Precious Metals, Sales, PowerPoint, Facebook, TLM, Bloomberg, Euroclear, DTC
Education
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Finance
Valencia Community College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General
BNY Mellon September 2013 - Present
Ross Stores, Inc. June 2011 - November 2013
Wells Fargo Home Mortgage June 2013 - August 2013
Ross Stores, Inc. June 2010 - June 2011
Pacific Sunwear July 2008 - January 2010
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Customer Service, Investments, Stock Trading, Precious Metals, Sales, PowerPoint, Facebook, TLM, Bloomberg, Euroclear, DTC
Education
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Finance
Valencia Community College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General
William Doodnauth's BNY Mellon Experience June 2014 - Present
Job Derivatives Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Siemens September 2013 - June 2014
Weingarten Realty Investors May 2013 - August 2013
Northwestern Mutual December 2012 - February 2013
Skills
Finance, Microsoft Excel, Sales, PowerPoint, Microsoft Office, SAP, Financial Analysis, Customer Service, Teamwork, Time Management, Access, QuickBooks, Inventory Management, Market Research, Budgets, Financial Accounting, Organizational..., MS Excel Pivot Tables, Financial Modeling, Corporate Finance, Financial Data..., Management, Insurance, Sales Force Development, Negotiation, Microsoft CRM, Lotus Notes, Microsoft Dynamics, Salesforce.com, SQL, Macro Analysis, P&L Analysis, Social Entrepreneurship, CT Summation, Catalyst, s, SharePoint, Dodd-Frank, Account Reconciliation, Trioptima, FMA ( Futures Mangement..., Mysis, Summit, Markitwire
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
CFA Institute
BNY Mellon June 2014 - Present
Siemens September 2013 - June 2014
Weingarten Realty Investors May 2013 - August 2013
Northwestern Mutual December 2012 - February 2013
Skills
Finance, Microsoft Excel, Sales, PowerPoint, Microsoft Office, SAP, Financial Analysis, Customer Service, Teamwork, Time Management, Access, QuickBooks, Inventory Management, Market Research, Budgets, Financial Accounting, Organizational..., MS Excel Pivot Tables, Financial Modeling, Corporate Finance, Financial Data..., Management, Insurance, Sales Force Development, Negotiation, Microsoft CRM, Lotus Notes, Microsoft Dynamics, Salesforce.com, SQL, Macro Analysis, P&L Analysis, Social Entrepreneurship, CT Summation, Catalyst, s, SharePoint, Dodd-Frank, Account Reconciliation, Trioptima, FMA ( Futures Mangement..., Mysis, Summit, Markitwire
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
CFA Institute
Nicole Springette's BNY Mellon Experience January 2010 - May 2012
Job Territory manager III at N/A
Industry Marketing and Advertising
Experience
ASC June 2012 - Present
N/A June 2012 - Present
BNY Mellon January 2010 - May 2012
Skills
Banking, Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Risk Management, Asset Management, Financial Analysis, Process Improvement, Derivatives, Microsoft Excel, Investments, Back Office
Education
University of Central Florida
Bachelor of Science, Legal Stuies
University of Central Florida
Master of Science (M.S.), Criminal Justice
ASC June 2012 - Present
N/A June 2012 - Present
BNY Mellon January 2010 - May 2012
Skills
Banking, Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Risk Management, Asset Management, Financial Analysis, Process Improvement, Derivatives, Microsoft Excel, Investments, Back Office
Education
University of Central Florida
Bachelor of Science, Legal Stuies
University of Central Florida
Master of Science (M.S.), Criminal Justice
Edgar Carlier's BNY Mellon Experience January 2005 - Present
Job Account Manager at AIS BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2005 - Present
Skills
Finance, Accounting, Financial Reporting, Hedge Funds, Analysis, Financial Analysis, Mutual Funds, Microsoft Office
Education
University of Central Florida 2001 — 2005
Bachelor of science in Business Administration, Accounting and Finance, 3.5
UNAB 1997 — 1999
BNY Mellon January 2005 - Present
Skills
Finance, Accounting, Financial Reporting, Hedge Funds, Analysis, Financial Analysis, Mutual Funds, Microsoft Office
Education
University of Central Florida 2001 — 2005
Bachelor of science in Business Administration, Accounting and Finance, 3.5
UNAB 1997 — 1999
Shawn McDonough, MSAccy's BNY Mellon Experience September 2013 - Present
Job Account Manager / Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
CV Advisors LLC March 2013 - September 2013
BNY Mellon May 2010 - March 2013
BNY Mellon October 2005 - May 2010
Skills
Hedge Funds, Bloomberg, Accounting, Fixed Income, Fund Accounting, Equities, Fund Of Funds, Investments, Alternative Investments, Swaps, Fund Administration, Corporate Actions, Financial Analysis, Financial Reporting, Portfolio Management, Account Management, Operations Management, Personnel Management, General Ledger, Customer Service, Client Relations Skills, Valuation, Account Reconciliation, Internal Controls, Bloomberg Terminal, Financial Services, Financial Accounting, Financial Statements, Options, Private Equity, US GAAP, Derivatives, Asset Management, Bonds, Currency, Financial Markets, Finance, Risk Management, Variance Analysis, GAAP, Financial Statement..., Prime Brokerage, Auditing, Asset Allocation, Process Efficiency, Management, Securities, Mutual Funds
Education
University of Central Florida
Master of Science, Accounting
University of Central Florida
Bachelor of Science, Business Administration; Accounting
BNY Mellon September 2013 - Present
CV Advisors LLC March 2013 - September 2013
BNY Mellon May 2010 - March 2013
BNY Mellon October 2005 - May 2010
Skills
Hedge Funds, Bloomberg, Accounting, Fixed Income, Fund Accounting, Equities, Fund Of Funds, Investments, Alternative Investments, Swaps, Fund Administration, Corporate Actions, Financial Analysis, Financial Reporting, Portfolio Management, Account Management, Operations Management, Personnel Management, General Ledger, Customer Service, Client Relations Skills, Valuation, Account Reconciliation, Internal Controls, Bloomberg Terminal, Financial Services, Financial Accounting, Financial Statements, Options, Private Equity, US GAAP, Derivatives, Asset Management, Bonds, Currency, Financial Markets, Finance, Risk Management, Variance Analysis, GAAP, Financial Statement..., Prime Brokerage, Auditing, Asset Allocation, Process Efficiency, Management, Securities, Mutual Funds
Education
University of Central Florida
Master of Science, Accounting
University of Central Florida
Bachelor of Science, Business Administration; Accounting
Evan Weaver's BNY Mellon Experience December 2009 - Present
Job Accounting and Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2009 - Present
BNY Mellon September 2005 - November 2009
Philip Kreutzer, CPA January 2005 - September 2005
Vivendi Universal June 2003 - September 2005
Skills
Financial Reporting, Financial Accounting, Cash Flow, Accounting, Financial Analysis, Microsoft Office, Bloomberg Terminal, Lotus Notes, Investments, Financial Statements, Mutual Funds, Access, Account Reconciliation, Finance, Microsoft Excel, Analysis, Banking, Securities, Financial Modeling
Education
University of Central Florida 2000 — 2005
Bachelor of Science Degrees, Finance and Economics
BNY Mellon December 2009 - Present
BNY Mellon September 2005 - November 2009
Philip Kreutzer, CPA January 2005 - September 2005
Vivendi Universal June 2003 - September 2005
Skills
Financial Reporting, Financial Accounting, Cash Flow, Accounting, Financial Analysis, Microsoft Office, Bloomberg Terminal, Lotus Notes, Investments, Financial Statements, Mutual Funds, Access, Account Reconciliation, Finance, Microsoft Excel, Analysis, Banking, Securities, Financial Modeling
Education
University of Central Florida 2000 — 2005
Bachelor of Science Degrees, Finance and Economics
Lawrence Stan Johnson's BNY Mellon Experience October 2003 - March 2013
Job at
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
Jason Strouse's BNY Mellon Experience February 2013 - May 2014
Job Prime Broker Operations
Industry Investment Banking
Experience
Pershing, a BNY Mellon company May 2014 - Present
BNY Mellon February 2013 - May 2014
Wells Fargo Home Mortgage June 2012 - January 2013
Wells Fargo Home Mortgage December 2011 - June 2012
Convergys September 2011 - December 2011
Citizens Bank of Florida August 2008 - September 2011
Education
University of Central Florida 2005 — 2011
Bachelor's degree, Interdisciplinary Studies
Pershing, a BNY Mellon company May 2014 - Present
BNY Mellon February 2013 - May 2014
Wells Fargo Home Mortgage June 2012 - January 2013
Wells Fargo Home Mortgage December 2011 - June 2012
Convergys September 2011 - December 2011
Citizens Bank of Florida August 2008 - September 2011
Education
University of Central Florida 2005 — 2011
Bachelor's degree, Interdisciplinary Studies
James Fraser James Fraser's BNY Mellon Experience 2008 - 2008
Job VP at Makosi
Industry Financial Services
Experience
Makosi 2009 - Present
Makosi 2008 - 2009
BNY Mellon 2008 - 2008
Citigroup 2007 - 2008
NL Recruitment 2004 - 2006
Habitat for Humanity International 2003 - 2004
Skills
Equities, Fixed Income, Derivatives, Business Analysis, Asset Management, Financial Modeling, Analysis, Trading, Bloomberg, Investments, Financial Risk, Portfolio Management, Equity Derivatives, Interviews, Financial Services, Trading Systems, Emerging Markets, Account Reconciliation, CRM, Financial Markets, Risk Management, Series 7, Hedge Funds, Talent Management, Recruiting, Management, Banking, Training, Options, Talent Acquisition, Capital Markets, Investment Banking, FX Options, Middle Office, Business Development, Securities, Project Management, Accounting, Back Office, Budgets, Financial Analysis, Settlement, Sourcing
Education
University of Cape Town 2003 — 2003
PGDEM - PostGrad in Enterprise Management, Business Administration and Management, General, 1st Class
Westerford High School
Western Province Preparatory School
Makosi 2009 - Present
Makosi 2008 - 2009
BNY Mellon 2008 - 2008
Citigroup 2007 - 2008
NL Recruitment 2004 - 2006
Habitat for Humanity International 2003 - 2004
Skills
Equities, Fixed Income, Derivatives, Business Analysis, Asset Management, Financial Modeling, Analysis, Trading, Bloomberg, Investments, Financial Risk, Portfolio Management, Equity Derivatives, Interviews, Financial Services, Trading Systems, Emerging Markets, Account Reconciliation, CRM, Financial Markets, Risk Management, Series 7, Hedge Funds, Talent Management, Recruiting, Management, Banking, Training, Options, Talent Acquisition, Capital Markets, Investment Banking, FX Options, Middle Office, Business Development, Securities, Project Management, Accounting, Back Office, Budgets, Financial Analysis, Settlement, Sourcing
Education
University of Cape Town 2003 — 2003
PGDEM - PostGrad in Enterprise Management, Business Administration and Management, General, 1st Class
Westerford High School
Western Province Preparatory School
Bryan Brown's BNY Mellon Experience November 2014 - Present
Job Account Admin/ Mutual Funds at BNY Mellon
Industry Logistics and Supply Chain
Experience
BNY Mellon November 2014 - Present
Total Quality Logistics June 2013 - July 2014
Winter Springs High School January 2013 - June 2013
Skills
3PL, Logistics Management, Freight, Truckload, Transportation..., Logistics, Transportation, LTL, Shipping, Trucking, Warehousing, Supply Chain, Supply Chain Management, Freight Forwarding, Inventory Management
Education
University of Central Florida 2008 — 2012
Interdisciplinary Studies, Coaching Education/Hospitality Management
BNY Mellon November 2014 - Present
Total Quality Logistics June 2013 - July 2014
Winter Springs High School January 2013 - June 2013
Skills
3PL, Logistics Management, Freight, Truckload, Transportation..., Logistics, Transportation, LTL, Shipping, Trucking, Warehousing, Supply Chain, Supply Chain Management, Freight Forwarding, Inventory Management
Education
University of Central Florida 2008 — 2012
Interdisciplinary Studies, Coaching Education/Hospitality Management
Tiffany Milton's BNY Mellon Experience May 2011 - January 2013
Job Selfmotivated and Energetic (Amongst the 5 %)
Industry Marketing and Advertising
Experience
Maronda Homes October 2015 - Present
BNY Mellon May 2011 - January 2013
C&C Concrete and Foundations August 2008 - January 2011
Wells Fargo January 2007 - August 2007
Colonial Bank July 2005 - January 2007
Skills
Customer Service
Education
iFREC Real Estate Schools 2015 — 2015
Real Estate Sales Associate
University of Central Florida 2004 — 2009
Bachelor’s Degree, Multi/Interdisciplinary Studies
Brevard Community College 2001 — 2004
Associate’s Degree, General Studies
Cocoa High School 1999 — 2003
High School, General Studies
Maronda Homes October 2015 - Present
BNY Mellon May 2011 - January 2013
C&C Concrete and Foundations August 2008 - January 2011
Wells Fargo January 2007 - August 2007
Colonial Bank July 2005 - January 2007
Skills
Customer Service
Education
iFREC Real Estate Schools 2015 — 2015
Real Estate Sales Associate
University of Central Florida 2004 — 2009
Bachelor’s Degree, Multi/Interdisciplinary Studies
Brevard Community College 2001 — 2004
Associate’s Degree, General Studies
Cocoa High School 1999 — 2003
High School, General Studies
Zain Shahid, MBA Zain Shahid, MBA's BNY Mellon Experience March 2015 - Present
Job BDS Account Manager, Sr. at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
Pershing, a BNY Mellon company May 2008 - February 2015
Bank Atlantic August 2007 - May 2008
Skills
Analysis, Financial Analysis, Customer Service, Sales, Banking, Finance, Team Leadership, Management, Microsoft Excel, Project Management, Outlook, Risk Management, Financial Services, Access, Microsoft Office, Budgets, PowerPoint, Public Speaking, Strategic Planning, Negotiation, Team Building, Leadership, Microsoft Word, English, Research, Windows, Teaching, Editing
Education
University of Central Florida 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2005 — 2008
Bachelor of Science (BS), Finance, General
Aitchison College
BNY Mellon March 2015 - Present
Pershing, a BNY Mellon company May 2008 - February 2015
Bank Atlantic August 2007 - May 2008
Skills
Analysis, Financial Analysis, Customer Service, Sales, Banking, Finance, Team Leadership, Management, Microsoft Excel, Project Management, Outlook, Risk Management, Financial Services, Access, Microsoft Office, Budgets, PowerPoint, Public Speaking, Strategic Planning, Negotiation, Team Building, Leadership, Microsoft Word, English, Research, Windows, Teaching, Editing
Education
University of Central Florida 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2005 — 2008
Bachelor of Science (BS), Finance, General
Aitchison College
Belinda Downey Belinda Downey's BNY Mellon Experience September 2013 - March 2014
Job Art Director at Womenkind
Industry Design
Experience
Womenkind July 2014 - Present
Belaganda February 2006 - Present
BNY Mellon September 2013 - March 2014
Solomon Page 2014 - 2014
OpenSky October 2012 - July 2013
SapientNitro February 2011 - January 2012
Pretty Girl Fashion Group June 2009 - February 2011
Freelance August 2005 - June 2009
Skills
• Brand Communication..., • Conceptually strong..., • Adobe CS5 expert –..., • Team Leadership, • Integrated Campaigns, • Retail Communication, • Creative Strategy and..., • Intuitive Team Player..., • Management of..., Brochures, Adobe Creative Suite, Art Direction, Graphic Design, Image Manipulation, Creative Direction, Typography, Packaging, Web Design, Logo Design, Illustration, Corporate Identity, Concept Development, Graphics, Creative Strategy, Advertising, Brand Development, Catalogs, Integrated Marketing, Art, Branding & Identity, Image Editing, Layout, Email Marketing, Posters, Flash, Dreamweaver, coding, re-touching, InDesign, Illustrator, Photoshop, Branding, Corporate Branding, Banners
Education
University of Canberra 1999 — 2003
BA, Graphic Design
ADMA Sydney 2008 — 2008
Direct Marketing Creative School, Art Direction
AFA Sydney 2008 — 2008
Art Direction Principles, Art Direction
Womenkind July 2014 - Present
Belaganda February 2006 - Present
BNY Mellon September 2013 - March 2014
Solomon Page 2014 - 2014
OpenSky October 2012 - July 2013
SapientNitro February 2011 - January 2012
Pretty Girl Fashion Group June 2009 - February 2011
Freelance August 2005 - June 2009
Skills
• Brand Communication..., • Conceptually strong..., • Adobe CS5 expert –..., • Team Leadership, • Integrated Campaigns, • Retail Communication, • Creative Strategy and..., • Intuitive Team Player..., • Management of..., Brochures, Adobe Creative Suite, Art Direction, Graphic Design, Image Manipulation, Creative Direction, Typography, Packaging, Web Design, Logo Design, Illustration, Corporate Identity, Concept Development, Graphics, Creative Strategy, Advertising, Brand Development, Catalogs, Integrated Marketing, Art, Branding & Identity, Image Editing, Layout, Email Marketing, Posters, Flash, Dreamweaver, coding, re-touching, InDesign, Illustrator, Photoshop, Branding, Corporate Branding, Banners
Education
University of Canberra 1999 — 2003
BA, Graphic Design
ADMA Sydney 2008 — 2008
Direct Marketing Creative School, Art Direction
AFA Sydney 2008 — 2008
Art Direction Principles, Art Direction
Alexandra Betrone-Harpst's BNY Mellon Experience May 2015 - Present
Job Global Collateral Services
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Orlando Magic December 2011 - August 2015
Pershing, a BNY Mellon company January 2014 - May 2015
Institute for Economic Competitiveness May 2010 - January 2014
A1a Advantage, LLC January 2010 - November 2013
University of Central Florida June 2012 - June 2013
University of Central Florida May 2011 - August 2011
Hilton Garden Inn May 2010 - August 2010
Kroger September 2008 - August 2009
Heston's 2009 - 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Prezi, Archtics Ticketing..., Aremos data management..., Leadership, Customer Service, Facebook, Research, Social Networking, Teamwork, Management, Event Planning, Time Management, Fundraising, Spanish, Market Research, Access, Public Speaking, Social Media Marketing, Outlook, Event Management, Marketing, Team Leadership, Analysis, Critical Thinking, Sales, Forecasting, Data Analysis, Public Relations, Marketing Communications, Budgets
Education
ICN Business School 2012 — 2013
Bachelor of Business Administration (BBA), International Business
University of Central Florida 2009 — 2013
BSBA, Finance, Magna Cum Laude/GPA 3.856
BNY Mellon May 2015 - Present
Orlando Magic December 2011 - August 2015
Pershing, a BNY Mellon company January 2014 - May 2015
Institute for Economic Competitiveness May 2010 - January 2014
A1a Advantage, LLC January 2010 - November 2013
University of Central Florida June 2012 - June 2013
University of Central Florida May 2011 - August 2011
Hilton Garden Inn May 2010 - August 2010
Kroger September 2008 - August 2009
Heston's 2009 - 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Prezi, Archtics Ticketing..., Aremos data management..., Leadership, Customer Service, Facebook, Research, Social Networking, Teamwork, Management, Event Planning, Time Management, Fundraising, Spanish, Market Research, Access, Public Speaking, Social Media Marketing, Outlook, Event Management, Marketing, Team Leadership, Analysis, Critical Thinking, Sales, Forecasting, Data Analysis, Public Relations, Marketing Communications, Budgets
Education
ICN Business School 2012 — 2013
Bachelor of Business Administration (BBA), International Business
University of Central Florida 2009 — 2013
BSBA, Finance, Magna Cum Laude/GPA 3.856
Aliseen De Jesus's BNY Mellon Experience August 2013 - Present
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
La Rosa Realty April 2012 - August 2013
Skills
Data Entry, Event Planning, Social Networking, Microsoft Word, Teamwork
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General
BNY Mellon August 2013 - Present
La Rosa Realty April 2012 - August 2013
Skills
Data Entry, Event Planning, Social Networking, Microsoft Word, Teamwork
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General
Kelvin Tsoi Kelvin Tsoi's BNY Mellon Experience April 2012 - October 2014
Job Trading and Sales at The Bank of New York Mellon Pershing LLC.
Industry Computer Software
Experience
BNY Mellon April 2012 - October 2014
The Bank of New York Mellon - Pershing LLC. August 2010 - April 2012
The Bank of New York Mellon - Pershing LLC. June 2007 - August 2010
Skills
Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Equities, Trading, Electronic Trading, Portfolio Management, Financial Markets, Financial Modeling, Valuation, Corporate Finance, Process Improvement, Settlement
Education
University of Central Florida - College of Business Administration 2003 — 2007
Finance B.S.B.A. and Accounting B.S.B.A., Finance, Accounting
University of Florida
Computer Science
BNY Mellon April 2012 - October 2014
The Bank of New York Mellon - Pershing LLC. August 2010 - April 2012
The Bank of New York Mellon - Pershing LLC. June 2007 - August 2010
Skills
Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Equities, Trading, Electronic Trading, Portfolio Management, Financial Markets, Financial Modeling, Valuation, Corporate Finance, Process Improvement, Settlement
Education
University of Central Florida - College of Business Administration 2003 — 2007
Finance B.S.B.A. and Accounting B.S.B.A., Finance, Accounting
University of Florida
Computer Science
Nicholas Rigoni's BNY Mellon Experience November 2002 - May 2004
Job Real Estate Consultant at Lennar
Industry Real Estate
Experience
Lennar October 2006 - Present
Lennar February 2005 - October 2006
Private Capital Management Ltd May 2004 - February 2005
BNY Mellon November 2002 - May 2004
Skills
Single Family Homes, Contract Negotiation, Real Estate Transactions, Investment Properties, Investments, Residential Homes, Purchasing, Budgets, REO, Buyer Representation, Property Management, First Time Home Buyers, New Homes, Commercial Real Estate, Real Estate Financing, New Home Sales, Real Estate Development, Selling, Real Estate Economics, Luxury, Short Sales, Real Estate, Condos, Referrals, Rentals, Finance, Construction, Land Acquisition, Listings, Foreclosures, Investors, Sales, Sellers, Relocation
Education
University of Central Florida 1999 — 2003
BSBA, Business Finance
Lennar October 2006 - Present
Lennar February 2005 - October 2006
Private Capital Management Ltd May 2004 - February 2005
BNY Mellon November 2002 - May 2004
Skills
Single Family Homes, Contract Negotiation, Real Estate Transactions, Investment Properties, Investments, Residential Homes, Purchasing, Budgets, REO, Buyer Representation, Property Management, First Time Home Buyers, New Homes, Commercial Real Estate, Real Estate Financing, New Home Sales, Real Estate Development, Selling, Real Estate Economics, Luxury, Short Sales, Real Estate, Condos, Referrals, Rentals, Finance, Construction, Land Acquisition, Listings, Foreclosures, Investors, Sales, Sellers, Relocation
Education
University of Central Florida 1999 — 2003
BSBA, Business Finance
Savannah Jones's BNY Mellon Experience June 2015 - Present
Job AIS Fund Accountant at BNY Mellon
Industry
Experience
BNY Mellon June 2015 - Present
Remington College August 2014 - June 2015
SeaWorld Orlando March 2013 - August 2013
University of Central Florida: Department of Housing and Residence Life May 2012 - August 2012
Shrimp Shack October 2009 - April 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Data Entry, Financial Analysis
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Finance, General
BNY Mellon June 2015 - Present
Remington College August 2014 - June 2015
SeaWorld Orlando March 2013 - August 2013
University of Central Florida: Department of Housing and Residence Life May 2012 - August 2012
Shrimp Shack October 2009 - April 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Data Entry, Financial Analysis
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Finance, General
Mark R. Watson, Esq.'s BNY Mellon Experience November 2006 - July 2008
Job Attorney at Law
Industry Law Practice
Experience
Quintairos, Prieto, Wood, & Boyer, P.A. February 2014 - March 2015
Archer Bay PA August 2013 - January 2014
Kaufman, Englett and Lynd June 2012 - July 2013
Saunders & Saunders, P.A. April 2012 - May 2012
Community Association Law Group August 2011 - January 2012
KM Jackson Law Firm May 2009 - July 2011
BNY Mellon November 2006 - July 2008
Interlachen Mortgage Company August 2005 - December 2005
Bluegreen Vacation Corporation 2004 - 2005
Northland Church 2004 - 2005
Skills
Estate Planning, Hearings, Legal Research, Westlaw, Civil Litigation, Bankruptcy, Immigration Law, Legal Writing, Outlook, Mediation, Legal Issues, Excel, Customer Service, PowerPoint, Word, Microsoft Office, Customer Relations, Research, Immigration, Documentation, Bloomberg, Mutual Funds, Spreadsheets, Social Media, Data Entry, Valuation, Database Administration, Billing, Accounting, Access, Legal Advice, Legal Assistance, Client Liaison, Courts, Foreclosure Defense, Foreclosures, Debt, Debtors, Financial Strategy, Microsoft Excel, Negotiation, Settlement Agreements
Education
Barry University School of Law 2008 — 2011
Juris Doctor
University of Central Florida 2002 — 2006
Bachelor of Science, Finance
Quintairos, Prieto, Wood, & Boyer, P.A. February 2014 - March 2015
Archer Bay PA August 2013 - January 2014
Kaufman, Englett and Lynd June 2012 - July 2013
Saunders & Saunders, P.A. April 2012 - May 2012
Community Association Law Group August 2011 - January 2012
KM Jackson Law Firm May 2009 - July 2011
BNY Mellon November 2006 - July 2008
Interlachen Mortgage Company August 2005 - December 2005
Bluegreen Vacation Corporation 2004 - 2005
Northland Church 2004 - 2005
Skills
Estate Planning, Hearings, Legal Research, Westlaw, Civil Litigation, Bankruptcy, Immigration Law, Legal Writing, Outlook, Mediation, Legal Issues, Excel, Customer Service, PowerPoint, Word, Microsoft Office, Customer Relations, Research, Immigration, Documentation, Bloomberg, Mutual Funds, Spreadsheets, Social Media, Data Entry, Valuation, Database Administration, Billing, Accounting, Access, Legal Advice, Legal Assistance, Client Liaison, Courts, Foreclosure Defense, Foreclosures, Debt, Debtors, Financial Strategy, Microsoft Excel, Negotiation, Settlement Agreements
Education
Barry University School of Law 2008 — 2011
Juris Doctor
University of Central Florida 2002 — 2006
Bachelor of Science, Finance
Calvin Thompson's BNY Mellon Experience June 2014 - August 2014
Job Commercial Project Management Intern at Siemens
Industry Financial Services
Experience
Siemens May 2015 - August 2015
BNY Mellon June 2014 - August 2014
Levy Restaurants January 2014 - May 2014
Aramark April 2013 - May 2014
Wells Fargo April 2014 - April 2014
Levy Restaurants August 2013 - January 2014
Music Stock Market Project June 2011 - August 2011
South Dade Chamber of Commerce May 2011 - July 2011
Skills
HTML, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Access, Customer Service, Cash Handling Experience, Leadership, Team Leadership, Time Management, Budgets, Critical Thinking, Event Management, Facebook, Marketing, Microsoft Office, Research, Sales, Social Networking, Finance, Teamwork
Education
University of Central Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
Siemens May 2015 - August 2015
BNY Mellon June 2014 - August 2014
Levy Restaurants January 2014 - May 2014
Aramark April 2013 - May 2014
Wells Fargo April 2014 - April 2014
Levy Restaurants August 2013 - January 2014
Music Stock Market Project June 2011 - August 2011
South Dade Chamber of Commerce May 2011 - July 2011
Skills
HTML, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Access, Customer Service, Cash Handling Experience, Leadership, Team Leadership, Time Management, Budgets, Critical Thinking, Event Management, Facebook, Marketing, Microsoft Office, Research, Sales, Social Networking, Finance, Teamwork
Education
University of Central Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
Shane Furlong-Amendolagine's BNY Mellon Experience November 2012 - Present
Job Finance Professional
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Gas Stations USA Realty April 2011 - 2012
Old Navy November 2008 - August 2011
Skills
Higher Education, Data Analysis, Financial Analysis, Student Development, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Accounting, Research, Critical Thinking, Admissions, Customer Service
Education
University of Central Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon November 2012 - Present
Gas Stations USA Realty April 2011 - 2012
Old Navy November 2008 - August 2011
Skills
Higher Education, Data Analysis, Financial Analysis, Student Development, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Accounting, Research, Critical Thinking, Admissions, Customer Service
Education
University of Central Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Dong Su Eddie Han's BNY Mellon Experience June 2012 - April 2014
Job Fund Accountant at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management April 2014 - Present
BNY Mellon June 2012 - April 2014
CMM, LLP November 2010 - June 2012
J. Arthur Greenfield & Co. LLP January 2008 - November 2010
Skills
GAAP, Journal Entries, Bank Reconciliation, Tax Preparation, Accounting, General Ledger, Account Reconciliation, Tax Research, Quickbooks, Tax Returns, Reconciliation, Bookkeeping, Peachtree, Income Tax, Tax, Payroll Taxes, Corporate Tax, S Corporations, Partnership Taxation, Reconciliations, Tax Return Preparation, Audit, Simply Accounting, Tax Accounting, General Ledger..., Individual Taxation, Federal Tax
Education
University of California, Santa Barbara 2006 — 2008
BS, Business Economics w/ Emphasis in Accounting
Oaktree Capital Management April 2014 - Present
BNY Mellon June 2012 - April 2014
CMM, LLP November 2010 - June 2012
J. Arthur Greenfield & Co. LLP January 2008 - November 2010
Skills
GAAP, Journal Entries, Bank Reconciliation, Tax Preparation, Accounting, General Ledger, Account Reconciliation, Tax Research, Quickbooks, Tax Returns, Reconciliation, Bookkeeping, Peachtree, Income Tax, Tax, Payroll Taxes, Corporate Tax, S Corporations, Partnership Taxation, Reconciliations, Tax Return Preparation, Audit, Simply Accounting, Tax Accounting, General Ledger..., Individual Taxation, Federal Tax
Education
University of California, Santa Barbara 2006 — 2008
BS, Business Economics w/ Emphasis in Accounting
Matthew Lovett Matthew Lovett's BNY Mellon Experience December 2014 - Present
Job Vice President Market Risk at BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2014 - Present
BNY Mellon September 2012 - November 2014
EIM Management (USA) May 2010 - August 2012
Man Investments April 2007 - July 2009
Man Investments 2002 - 2008
Man Investments August 2002 - March 2007
Skills
Investments, Alternative Investments, Derivatives, Hedge Funds, Financial Risk, Market Risk, Equities, Structured Products, Asset Management, Fund Of Funds, Risk Management, Bloomberg, Fixed Income, Portfolio Management
Education
University of Cambridge 1998 — 2002
MSc, Natural Sciences - physics
St. Pauls 1992 — 1998
BNY Mellon December 2014 - Present
BNY Mellon September 2012 - November 2014
EIM Management (USA) May 2010 - August 2012
Man Investments April 2007 - July 2009
Man Investments 2002 - 2008
Man Investments August 2002 - March 2007
Skills
Investments, Alternative Investments, Derivatives, Hedge Funds, Financial Risk, Market Risk, Equities, Structured Products, Asset Management, Fund Of Funds, Risk Management, Bloomberg, Fixed Income, Portfolio Management
Education
University of Cambridge 1998 — 2002
MSc, Natural Sciences - physics
St. Pauls 1992 — 1998
Jason Bryant's BNY Mellon Experience January 2013 - Present
Job Senior Account Analyst at BNY Mellon
Industry Financial Services
Experience
Bryant Tutoring March 2013 - Present
BNY Mellon January 2013 - Present
Northwestern Mutual March 2012 - October 2012
Oviedo Premier Dental August 2011 - December 2011
Business Administration Team January 2010 - December 2011
University of Central Florida July 2007 - December 2011
Alpha Kappa Psi - Nu Chi Chapter May 2011 - November 2011
UCF Student Government Association December 2010 - May 2011
Alpha Kappa Psi - Nu Chi Chapter August 2010 - May 2011
Simon Kelvington and Sheely January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Typing, Team Leadership, Leadership, Time Management, Marketing, Budgets, Market Research, Customer Service, Accounting, PowerPoint, Microsoft Word, Access, Outlook, Financial Analysis, Data Analysis, Photoshop, Teamwork, Finance, Sales, Event Planning, Social Media, Social Networking, English, Public Speaking, Management
Education
Webster University 2014 — 2015
Master of Science (M.S.), Finance, General
University of Central Florida 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Finance, Accounting
Bryant Tutoring March 2013 - Present
BNY Mellon January 2013 - Present
Northwestern Mutual March 2012 - October 2012
Oviedo Premier Dental August 2011 - December 2011
Business Administration Team January 2010 - December 2011
University of Central Florida July 2007 - December 2011
Alpha Kappa Psi - Nu Chi Chapter May 2011 - November 2011
UCF Student Government Association December 2010 - May 2011
Alpha Kappa Psi - Nu Chi Chapter August 2010 - May 2011
Simon Kelvington and Sheely January 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, Typing, Team Leadership, Leadership, Time Management, Marketing, Budgets, Market Research, Customer Service, Accounting, PowerPoint, Microsoft Word, Access, Outlook, Financial Analysis, Data Analysis, Photoshop, Teamwork, Finance, Sales, Event Planning, Social Media, Social Networking, English, Public Speaking, Management
Education
Webster University 2014 — 2015
Master of Science (M.S.), Finance, General
University of Central Florida 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Finance, Accounting
Chris Glisson Chris Glisson's BNY Mellon Experience February 2014 - Present
Job Securities Lending Operations at Pershing, a BNY Mellon company
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Pershing, a BNY Mellon company April 2010 - February 2014
Pershing February 2009 - April 2010
Starmer Ranaldi Inc. January 2009 - February 2010
University of Central Florida June 2008 - December 2008
Ameriprise Financial February 2008 - June 2008
University of Central Florida Athletics Association January 2007 - April 2007
Walt Disney World November 2005 - February 2006
The UPS Store May 2002 - September 2002
Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, General
BNY Mellon February 2014 - Present
Pershing, a BNY Mellon company April 2010 - February 2014
Pershing February 2009 - April 2010
Starmer Ranaldi Inc. January 2009 - February 2010
University of Central Florida June 2008 - December 2008
Ameriprise Financial February 2008 - June 2008
University of Central Florida Athletics Association January 2007 - April 2007
Walt Disney World November 2005 - February 2006
The UPS Store May 2002 - September 2002
Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Erik Darrow's BNY Mellon Experience April 2013 - Present
Job Accountant, ETF at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Publix Super Markets May 2004 - May 2013
Abercrombie & Fitch February 2010 - May 2010
Heinz Productions January 2003 - May 2006
Skills
Macroeconomics, Microeconomics, Finance, Keynote, PowerPoint, Microsoft Word, Microsoft Excel, Adobe, Student pilot, Retail, Outlook, Photoshop, Social Media, Financial Analysis, Customer Service, Teamwork
Education
University of Central Florida 2010 — 2012
Bachelor's of Arts, Economics
Lake Sumter Community College 2006 — 2008
Associate of Arts (A.A.), General Studies
BNY Mellon April 2013 - Present
Publix Super Markets May 2004 - May 2013
Abercrombie & Fitch February 2010 - May 2010
Heinz Productions January 2003 - May 2006
Skills
Macroeconomics, Microeconomics, Finance, Keynote, PowerPoint, Microsoft Word, Microsoft Excel, Adobe, Student pilot, Retail, Outlook, Photoshop, Social Media, Financial Analysis, Customer Service, Teamwork
Education
University of Central Florida 2010 — 2012
Bachelor's of Arts, Economics
Lake Sumter Community College 2006 — 2008
Associate of Arts (A.A.), General Studies
Matt Terzian, CFA, CFP®'s BNY Mellon Experience October 2010 - April 2013
Job Vice President at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. April 2013 - Present
BNY Mellon October 2010 - April 2013
Litchfield Private Equity Group 2007 - 2010
The Abbey Company 2007 - 2008
Coldwell Banker Commercial Real Estate 2004 - 2007
Skills
Asset Managment, Investments, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Financial Modeling, Brokerage, Capital Markets, Mergers, Hedge Funds, Finance, Private Equity, Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Cultural Anthropology & Political Science
Chaminade College Prep
Bradley, Foster & Sargent, Inc. April 2013 - Present
BNY Mellon October 2010 - April 2013
Litchfield Private Equity Group 2007 - 2010
The Abbey Company 2007 - 2008
Coldwell Banker Commercial Real Estate 2004 - 2007
Skills
Asset Managment, Investments, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Financial Modeling, Brokerage, Capital Markets, Mergers, Hedge Funds, Finance, Private Equity, Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Cultural Anthropology & Political Science
Chaminade College Prep
Robert Unger Robert Unger's BNY Mellon Experience January 2007 - Present
Job Hedge Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2007 - Present
Education
University of Central Florida 2003 — 2006
Bachelor's Degree, Finance, General
Valencia College 2001 — 2003
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
BNY Mellon January 2007 - Present
Education
University of Central Florida 2003 — 2006
Bachelor's Degree, Finance, General
Valencia College 2001 — 2003
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Shirvan Basdeo's BNY Mellon Experience May 2011 - July 2014
Job Senior Solution Architect Financial Consultant
Industry Financial Services
Experience
Adaptive Insights April 2015 - Present
Greater Orlando Aviation Authority: Orlando International (MCO) and Executive (ORL) Airports July 2014 - April 2015
BNY Mellon May 2011 - July 2014
BNY Mellon February 2006 - May 2011
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Modeling, Financial Accounting, Auditing, Variance Analysis, Bloomberg, Microsoft Excel, Hedge Funds, Equities, Finance, Financial Statements, Valuation, US GAAP, Bloomberg Terminal, Fund Administration, Mutual Funds, Analysis, Risk Management, Fund Of Funds, Management, Strategic Financial..., Basketry, Investments, Derivatives, Trading, Stripping, Securities, Fixed Income, Portfolio Management, Alternative Investments, Corporate Actions, Corporate Finance, SEC filings, Accruals, Asset Management, Treasury, Global Custody, Client Services, Cash Management, Treasury Management, InvestOne, Microsoft Office, Cash Flow
Education
University of Central Florida 2003 — 2005
Finance
Lake Howell High School
Adaptive Insights April 2015 - Present
Greater Orlando Aviation Authority: Orlando International (MCO) and Executive (ORL) Airports July 2014 - April 2015
BNY Mellon May 2011 - July 2014
BNY Mellon February 2006 - May 2011
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Modeling, Financial Accounting, Auditing, Variance Analysis, Bloomberg, Microsoft Excel, Hedge Funds, Equities, Finance, Financial Statements, Valuation, US GAAP, Bloomberg Terminal, Fund Administration, Mutual Funds, Analysis, Risk Management, Fund Of Funds, Management, Strategic Financial..., Basketry, Investments, Derivatives, Trading, Stripping, Securities, Fixed Income, Portfolio Management, Alternative Investments, Corporate Actions, Corporate Finance, SEC filings, Accruals, Asset Management, Treasury, Global Custody, Client Services, Cash Management, Treasury Management, InvestOne, Microsoft Office, Cash Flow
Education
University of Central Florida 2003 — 2005
Finance
Lake Howell High School
Edward Ventiera's BNY Mellon Experience September 2013 - February 2015
Job Athene Asset Management
Industry Financial Services
Experience
Athene USA February 2015 - Present
BNY Mellon September 2013 - February 2015
Summit Wealth Partners January 2012 - September 2013
University of Central Florida May 2008 - March 2012
British American Tax May 2011 - July 2011
New Hope for Kids May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, HTML, C, Windows, English, Event Planning, AutoCAD, Analysis, Marketing, Financial Analysis
Education
University of Central Florida 2007 — 2013
Accounting and Finance
University of Central Florida 2007 — 2012
Bachelor's degree, Accounting
Athene USA February 2015 - Present
BNY Mellon September 2013 - February 2015
Summit Wealth Partners January 2012 - September 2013
University of Central Florida May 2008 - March 2012
British American Tax May 2011 - July 2011
New Hope for Kids May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, HTML, C, Windows, English, Event Planning, AutoCAD, Analysis, Marketing, Financial Analysis
Education
University of Central Florida 2007 — 2013
Accounting and Finance
University of Central Florida 2007 — 2012
Bachelor's degree, Accounting
Kimberly Fierfelder Kimberly Fierfelder's BNY Mellon Experience May 2010 - May 2011
Job Cslt Billing Solutions at Verizon
Industry Financial Services
Experience
Verizon June 2014 - Present
Avatar Solutions (formerly Avatar International LLC and HR Solutions International Inc.) May 2011 - June 2014
BNY Mellon May 2010 - May 2011
BNY Mellon September 2005 - May 2010
EXPRESS October 2004 - December 2005
Skills
Leadership, Vendor Management, Portfolio Management, Financial Statements, Mutual Funds, Data Analysis, Customer Service, Sales, Hedge Funds, Management, Auditing, Process Improvement, Client Services, Business Development, Accounting, Project Management, Business Analysis, CRM, Strategy
Education
University of Miami 2007 — 2009
Master, Business Administration; Management
University of Central Florida 2001 — 2005
Bachelor of Science, Business Administration; Economics
Verizon June 2014 - Present
Avatar Solutions (formerly Avatar International LLC and HR Solutions International Inc.) May 2011 - June 2014
BNY Mellon May 2010 - May 2011
BNY Mellon September 2005 - May 2010
EXPRESS October 2004 - December 2005
Skills
Leadership, Vendor Management, Portfolio Management, Financial Statements, Mutual Funds, Data Analysis, Customer Service, Sales, Hedge Funds, Management, Auditing, Process Improvement, Client Services, Business Development, Accounting, Project Management, Business Analysis, CRM, Strategy
Education
University of Miami 2007 — 2009
Master, Business Administration; Management
University of Central Florida 2001 — 2005
Bachelor of Science, Business Administration; Economics
Jessica Chalmers Jessica Chalmers's BNY Mellon Experience May 2004 - December 2010
Job Experienced MBA Finance Executive
Industry Financial Services
Experience
Chalmers Inc. April 2012 - Present
NOW Closings Inc. January 2011 - March 2012
BNY Mellon May 2004 - December 2010
Skills
Auditing, Account Reconciliation, Financial Analysis, Financial Reporting
Education
University of Central Florida 2005 — 2007
MBA, Business Administration
University of Central Florida - College of Business Administration 2000 — 2004
BS, Finance
Chalmers Inc. April 2012 - Present
NOW Closings Inc. January 2011 - March 2012
BNY Mellon May 2004 - December 2010
Skills
Auditing, Account Reconciliation, Financial Analysis, Financial Reporting
Education
University of Central Florida 2005 — 2007
MBA, Business Administration
University of Central Florida - College of Business Administration 2000 — 2004
BS, Finance
Michael Tufarelli Michael Tufarelli's BNY Mellon Experience November 2014 - Present
Job Accounting | Financial Services | Project Management | Public Speaking
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon April 2013 - November 2014
BNY Mellon August 2005 - April 2013
BNY Mellon April 2004 - August 2005
Skills
Mutual Funds, Financial Analysis, Alternative Investments, Securities, Equities, Fund Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Master of Science - Accounting
University of Central Florida - College of Business Administration 1999 — 2003
Finance
BNY Mellon November 2014 - Present
BNY Mellon April 2013 - November 2014
BNY Mellon August 2005 - April 2013
BNY Mellon April 2004 - August 2005
Skills
Mutual Funds, Financial Analysis, Alternative Investments, Securities, Equities, Fund Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Master of Science - Accounting
University of Central Florida - College of Business Administration 1999 — 2003
Finance
Jordan Rickard's BNY Mellon Experience September 2013 - Present
Job Client Executive Analyst Broker Dealer Segment at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
BNY Mellon May 2008 - September 2013
Education
University of Central Florida 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
BNY Mellon September 2013 - Present
BNY Mellon May 2008 - September 2013
Education
University of Central Florida 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Anthony Safier Anthony Safier's BNY Mellon Experience August 2015 - Present
Job Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
BNY Mellon May 2014 - August 2015
InTrust Services, LLC January 2009 - March 2014
Skills
Claims Management, Claim, Workers Compensation, Insurance, Liability, Operations Management, Solution Implementation, Medical Bill Payments, Custodial Administration, Account Management, Program Development, Marketing
Education
University of Central Florida - College of Business Administration 2002 — 2006
Bachelor of Science (BS), Business Administration
Winter Springs
BNY Mellon August 2015 - Present
BNY Mellon May 2014 - August 2015
InTrust Services, LLC January 2009 - March 2014
Skills
Claims Management, Claim, Workers Compensation, Insurance, Liability, Operations Management, Solution Implementation, Medical Bill Payments, Custodial Administration, Account Management, Program Development, Marketing
Education
University of Central Florida - College of Business Administration 2002 — 2006
Bachelor of Science (BS), Business Administration
Winter Springs
Brittany Zimontas's BNY Mellon Experience November 2014 - Present
Job Account Analyst
Industry Banking
Experience
BNY Mellon November 2014 - Present
FAIRWINDS Credit Union May 2014 - November 2014
Fairwinds Credit Union October 2012 - November 2014
ARAMARK October 2010 - June 2012
Skills
Microsoft Excel, Auditing, Accounting, Invoicing, Financial Analysis
Education
University of Central Florida 2010 — 2014
Bachelor of Science, Finance
BNY Mellon November 2014 - Present
FAIRWINDS Credit Union May 2014 - November 2014
Fairwinds Credit Union October 2012 - November 2014
ARAMARK October 2010 - June 2012
Skills
Microsoft Excel, Auditing, Accounting, Invoicing, Financial Analysis
Education
University of Central Florida 2010 — 2014
Bachelor of Science, Finance
Valentina Lafont Valentina Lafont's BNY Mellon Experience October 2013 - Present
Job Account Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
Aon Hewitt June 2012 - October 2013
HBIF of Florida, Inc. January 2012 - May 2012
World Trade Center Orlando January 2011 - March 2011
Equity Group USA, Inc. August 2009 - December 2010
Skills
Benefits Administration, Data Management, Teamwork, Fundraising, Meeting objectives, QuickBooks, Financial Reporting, Online Research, Client Relations Skills, Proactive self-starter, Highly responsible, Close Attention to..., Organized Multi-tasker, Analytical Skills, Spanish, Microsoft Excel, Problem Solving, Bloomberg, DTC, Smartstream TLM, Account Reconciliation
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Double Major in Finance and Accounting
Valencia Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
BNY Mellon October 2013 - Present
Aon Hewitt June 2012 - October 2013
HBIF of Florida, Inc. January 2012 - May 2012
World Trade Center Orlando January 2011 - March 2011
Equity Group USA, Inc. August 2009 - December 2010
Skills
Benefits Administration, Data Management, Teamwork, Fundraising, Meeting objectives, QuickBooks, Financial Reporting, Online Research, Client Relations Skills, Proactive self-starter, Highly responsible, Close Attention to..., Organized Multi-tasker, Analytical Skills, Spanish, Microsoft Excel, Problem Solving, Bloomberg, DTC, Smartstream TLM, Account Reconciliation
Education
University of Central Florida 2011 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Double Major in Finance and Accounting
Valencia Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Gregory DiVico's BNY Mellon Experience April 2013 - Present
Job Senior Account Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
FAIRWINDS Credit Union September 2012 - April 2013
Fidelity Investments November 2011 - September 2012
Collegiate Village Inn March 2010 - May 2011
Cystic Fibrosis Foundation August 2010 - December 2010
Skills
Series 7 Security..., Series 63 Security..., Proficient in Microsoft..., Management, Microsoft Excel, Time Management
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Finance
BNY Mellon April 2013 - Present
FAIRWINDS Credit Union September 2012 - April 2013
Fidelity Investments November 2011 - September 2012
Collegiate Village Inn March 2010 - May 2011
Cystic Fibrosis Foundation August 2010 - December 2010
Skills
Series 7 Security..., Series 63 Security..., Proficient in Microsoft..., Management, Microsoft Excel, Time Management
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Finance
Jessica L. Towne Jessica L. Towne's BNY Mellon Experience December 2013 - Present
Job Mutual Fund Client Service Administrator
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
Hard Rock Hotel June 2005 - June 2013
Skills
Budgets, Customer Service, Event Management, Event Planning, Hospitality, Hospitality Management, Hotels, Food, MICROS, Restaurants, Hospitality Industry, Management, Resorts, Marketing, Time Management, Food, Microsoft Office, Microsoft Excel, Restaurant Management, Hotel Management, Banquets, Inventory Management, Sales, Project Planning, Menu Development, Negotiation, Fine Dining, Revenue Analysis, Team Building, Hiring, Catering, Leadership, Social Networking, Business Development, Strategic Planning, Social Media, Process Scheduler, Front Office, Customer Satisfaction, Budgeting, Social Media Marketing, Public Speaking, Project Management, Operations Management, Corporate Events, Business Strategy
Education
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Organizational Communications, Leadership Studies, 3.2
Valencia College 2003 — 2006
Associate of Arts (A.A.), General Studies
BNY Mellon December 2013 - Present
Hard Rock Hotel June 2005 - June 2013
Skills
Budgets, Customer Service, Event Management, Event Planning, Hospitality, Hospitality Management, Hotels, Food, MICROS, Restaurants, Hospitality Industry, Management, Resorts, Marketing, Time Management, Food, Microsoft Office, Microsoft Excel, Restaurant Management, Hotel Management, Banquets, Inventory Management, Sales, Project Planning, Menu Development, Negotiation, Fine Dining, Revenue Analysis, Team Building, Hiring, Catering, Leadership, Social Networking, Business Development, Strategic Planning, Social Media, Process Scheduler, Front Office, Customer Satisfaction, Budgeting, Social Media Marketing, Public Speaking, Project Management, Operations Management, Corporate Events, Business Strategy
Education
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Organizational Communications, Leadership Studies, 3.2
Valencia College 2003 — 2006
Associate of Arts (A.A.), General Studies
Thomas Lietaert's BNY Mellon Experience May 2007 - March 2015
Job Sr Fund Analyst FTS Global Fund Administration and Reporting
Industry Accounting
Experience
Franklin Templeton Investments March 2015 - Present
BNY Mellon May 2007 - March 2015
Bank of New York Mellon May 2006 - May 2007
Skills
Financial Reporting, Accounting, Management, Bloomberg, Portfolio Management, Financial Statements, Mutual Funds, Hedge Funds, Due Diligence, Account Reconciliation, Valuation
Education
University of Central Florida 2002 — 2006
Finance and Accounting
University of Central Florida 2002 — 2006
Finance, Accounting, Management
Franklin Templeton Investments March 2015 - Present
BNY Mellon May 2007 - March 2015
Bank of New York Mellon May 2006 - May 2007
Skills
Financial Reporting, Accounting, Management, Bloomberg, Portfolio Management, Financial Statements, Mutual Funds, Hedge Funds, Due Diligence, Account Reconciliation, Valuation
Education
University of Central Florida 2002 — 2006
Finance and Accounting
University of Central Florida 2002 — 2006
Finance, Accounting, Management
Dwayne Tatum's BNY Mellon Experience February 2014 - Present
Job Mutual Fund Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Security Investments Plus 2012 - 2013
University of Central Florida May 2011 - August 2012
University of Central Florida Cornerstone August 2011 - December 2011
Foot Locker June 2010 - June 2011
Skills
Finance, Investments, Customer Service, Financial Analysis, Account Reconciliation, Account Management, Leadership, Accounting, Microsoft Excel, Ad Hoc Reporting, Data Analysis, Strategic Financial..., Sales, Corporate Actions, Mutual Funds, Fund Accounting, Dividends, Workbench, Enterprise Software, Securities, FINRA, Fixed Annuities, Microsoft Word, Budgeting
Education
University of Central Florida 2007 — 2012
Bachelor of Science (BS), Finance, General
University of Central Florida
BNY Mellon February 2014 - Present
Security Investments Plus 2012 - 2013
University of Central Florida May 2011 - August 2012
University of Central Florida Cornerstone August 2011 - December 2011
Foot Locker June 2010 - June 2011
Skills
Finance, Investments, Customer Service, Financial Analysis, Account Reconciliation, Account Management, Leadership, Accounting, Microsoft Excel, Ad Hoc Reporting, Data Analysis, Strategic Financial..., Sales, Corporate Actions, Mutual Funds, Fund Accounting, Dividends, Workbench, Enterprise Software, Securities, FINRA, Fixed Annuities, Microsoft Word, Budgeting
Education
University of Central Florida 2007 — 2012
Bachelor of Science (BS), Finance, General
University of Central Florida
Norma Cave's BNY Mellon Experience March 2013 - Present
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
BNY Mellon October 2009 - February 2013
Wells Fargo April 2009 - October 2009
JPMorgan Chase April 2008 - April 2009
Aurora Loan Services September 2006 - March 2008
Universal Lending Group September 2003 - August 2006
Skills
CRM, Loans, Management, Sales, Mortgage Lending, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of San Francisco 1998 — 2002
University of California, Santa Barbara 1995 — 1997
BNY Mellon March 2013 - Present
BNY Mellon October 2009 - February 2013
Wells Fargo April 2009 - October 2009
JPMorgan Chase April 2008 - April 2009
Aurora Loan Services September 2006 - March 2008
Universal Lending Group September 2003 - August 2006
Skills
CRM, Loans, Management, Sales, Mortgage Lending, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of San Francisco 1998 — 2002
University of California, Santa Barbara 1995 — 1997
George A. Horbert's BNY Mellon Experience May 2013 - Present
Job Senior Financial Reporting Analyst at BNY MELLON
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
BNY Mellon January 2007 - April 2013
BNY Mellon October 2003 - January 2007
BISYS Fund Services June 2002 - September 2003
BISYS Fund Services July 1998 - June 2002
Skills
Microsoft Excel, Word,..., Bloomberg, IDC,..., Financial Leadership &..., Growth & Strategy..., Mutual Fund & ETF..., Domestic &..., Staff Engagement ●...
Education
University of Central Florida
Finance
BNY Mellon May 2013 - Present
BNY Mellon January 2007 - April 2013
BNY Mellon October 2003 - January 2007
BISYS Fund Services June 2002 - September 2003
BISYS Fund Services July 1998 - June 2002
Skills
Microsoft Excel, Word,..., Bloomberg, IDC,..., Financial Leadership &..., Growth & Strategy..., Mutual Fund & ETF..., Domestic &..., Staff Engagement ●...
Education
University of Central Florida
Finance
Jonathan Truehitt's BNY Mellon Experience February 2015 - August 2015
Job Processing Support Specialist at FBC Mortgage, LLC
Industry Financial Services
Experience
FBC Mortgage, LLC August 2015 - Present
BNY Mellon February 2015 - August 2015
Publix Super Markets October 2011 - February 2015
SunTrust Bank June 2014 - September 2014
Pool Services of Central Florida, LLC January 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Teamwork, Data Entry, Statistics, Strategic Planning, Finance, Banking, Microsoft Word, PowerPoint, Windows, Economics, Team Leadership, Time Management, Customer Satisfaction, Outlook, Critical Thinking, Leadership, Econometrics, Team Building, Customer Service
Education
University of Central Florida 2015 — 2017
Master of Science (M.S.), Business Analytics/Management
University of Central Florida 2011 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Finance
Freedom High School 2007 — 2011
High School Diploma
FBC Mortgage, LLC August 2015 - Present
BNY Mellon February 2015 - August 2015
Publix Super Markets October 2011 - February 2015
SunTrust Bank June 2014 - September 2014
Pool Services of Central Florida, LLC January 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Teamwork, Data Entry, Statistics, Strategic Planning, Finance, Banking, Microsoft Word, PowerPoint, Windows, Economics, Team Leadership, Time Management, Customer Satisfaction, Outlook, Critical Thinking, Leadership, Econometrics, Team Building, Customer Service
Education
University of Central Florida 2015 — 2017
Master of Science (M.S.), Business Analytics/Management
University of Central Florida 2011 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Finance
Freedom High School 2007 — 2011
High School Diploma
Christopher M. Chuck's BNY Mellon Experience April 2013 - July 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Tennyson Schwartz's BNY Mellon Experience May 2012 - August 2012
Job Project Engineering Associate at Mitsubishi Power Systems Americas
Industry Higher Education
Experience
Mitsubishi Hitachi Power Systems Americas, Inc. May 2013 - Present
University of Central Florida May 2014 - August 2014
Fluent Grp August 2013 - August 2014
Fluent Grp March 2013 - May 2013
BNY Mellon May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Universal Orlando Resort March 2011 - June 2011
Skills
Research, Engineering, Data Analysis, SolidWorks, Team Leadership, Management, Critical Thinking, Time Management, Matlab, Public Speaking, CFD, Project Management, Event Planning, Microsoft Office, Adobe LiveCycle, Renewable Energy, Star-CCM+, Resource Management, Information Management, Process Improvement, LabVIEW, HVAC Design
Education
University of Central Florida 2010 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Coursera
Mitsubishi Hitachi Power Systems Americas, Inc. May 2013 - Present
University of Central Florida May 2014 - August 2014
Fluent Grp August 2013 - August 2014
Fluent Grp March 2013 - May 2013
BNY Mellon May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Universal Orlando Resort March 2011 - June 2011
Skills
Research, Engineering, Data Analysis, SolidWorks, Team Leadership, Management, Critical Thinking, Time Management, Matlab, Public Speaking, CFD, Project Management, Event Planning, Microsoft Office, Adobe LiveCycle, Renewable Energy, Star-CCM+, Resource Management, Information Management, Process Improvement, LabVIEW, HVAC Design
Education
University of Central Florida 2010 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Coursera
Hunter Faubion Hunter Faubion's BNY Mellon Experience May 2011 - August 2011
Job MBA Candidate and Graduate Assistant at University of Florida
Industry Financial Services
Experience
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
Santiago Duque's BNY Mellon Experience February 2015 - Present
Job Mutual Fund Accountant at BNY Mellon
Industry
Experience
BNY Mellon February 2015 - Present
State Farm January 2014 - April 2014
Institute of Financial Operations September 2013 - January 2014
Towne Park January 2013 - October 2013
Coye Law Firm June 2012 - October 2012
Skills
Management, Microsoft Excel, Leadership, Project Management, Microsoft Office, Customer Service, Sales, Microsoft Word, PowerPoint, Organizational..., HTML, Marketing
Education
University of Central Florida 2010 — 2014
Bachelor's Degree, Finance
BNY Mellon February 2015 - Present
State Farm January 2014 - April 2014
Institute of Financial Operations September 2013 - January 2014
Towne Park January 2013 - October 2013
Coye Law Firm June 2012 - October 2012
Skills
Management, Microsoft Excel, Leadership, Project Management, Microsoft Office, Customer Service, Sales, Microsoft Word, PowerPoint, Organizational..., HTML, Marketing
Education
University of Central Florida 2010 — 2014
Bachelor's Degree, Finance
Brian Krist's BNY Mellon Experience May 2008 - August 2008
Job Corporate Communications Coordinator at Holiday Inn Club Vacations
Industry Hospitality
Experience
Orange Lake Resorts September 2011 - Present
Orange Lake Resorts November 2008 - December 2011
BNY Mellon May 2008 - August 2008
Timacuan Golf Club July 2007 - August 2008
Carnegie Mellon University May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Publisher, Oracle, OneNote, Great Plains Software, Microsoft Dynamics, PowerPoint, Microsoft Office, Customer Service, Social Media, Marketing, Sales, Public Relations, Data Entry, Facebook, Social Networking, Training, Hospitality, Social Media Marketing, Corporate Communications, Marketing Communications, Marketing Strategy, Event Planning, Event Management
Education
University of Central Florida 2007 — 2011
Bachelor of Arts, Economics
Virginia Polytechnic Institute and State University 2006 — 2007
Economics
North Allegheny High School 2002 — 2006
Orange Lake Resorts September 2011 - Present
Orange Lake Resorts November 2008 - December 2011
BNY Mellon May 2008 - August 2008
Timacuan Golf Club July 2007 - August 2008
Carnegie Mellon University May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Publisher, Oracle, OneNote, Great Plains Software, Microsoft Dynamics, PowerPoint, Microsoft Office, Customer Service, Social Media, Marketing, Sales, Public Relations, Data Entry, Facebook, Social Networking, Training, Hospitality, Social Media Marketing, Corporate Communications, Marketing Communications, Marketing Strategy, Event Planning, Event Management
Education
University of Central Florida 2007 — 2011
Bachelor of Arts, Economics
Virginia Polytechnic Institute and State University 2006 — 2007
Economics
North Allegheny High School 2002 — 2006
Kristen Caffrey's BNY Mellon Experience October 2012 - Present
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Windstream Communications (formerly NuVox/FDN Communications) August 2007 - August 2008
Windstream Communications (formerly NuVox/FDN Communications) December 2006 - August 2007
Windstream Communications (formerly NuVox/FDN Communications) April 2002 - November 2006
Windstream Communications (formerly NuVox/FDN Communications) May 2001 - April 2002
Windstream Communications (formerly NuVox/FDN Communications) October 2000 - May 2001
New England Financial August 1999 - June 2000
Skills
Microsoft Excel, Solution Selling, PowerPoint, Leadership, Direct Sales
Education
University of Central Florida
Bachelor of Science in Business Administration, Finance
University of Central Florida
Associate of Arts
BNY Mellon October 2012 - Present
Windstream Communications (formerly NuVox/FDN Communications) August 2007 - August 2008
Windstream Communications (formerly NuVox/FDN Communications) December 2006 - August 2007
Windstream Communications (formerly NuVox/FDN Communications) April 2002 - November 2006
Windstream Communications (formerly NuVox/FDN Communications) May 2001 - April 2002
Windstream Communications (formerly NuVox/FDN Communications) October 2000 - May 2001
New England Financial August 1999 - June 2000
Skills
Microsoft Excel, Solution Selling, PowerPoint, Leadership, Direct Sales
Education
University of Central Florida
Bachelor of Science in Business Administration, Finance
University of Central Florida
Associate of Arts
Nicole Pepin's BNY Mellon Experience January 2007 - June 2010
Job Trust Analyst at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank September 2013 - Present
First Western Trust July 2010 - July 2013
BNY Mellon January 2007 - June 2010
Skills
Wealth Management, Finance, Trust Services, Trust Taxation, Trust Management, IRAs, Tax Law, Personal Trust...
Education
University of Central Florida 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mutual of Omaha Bank September 2013 - Present
First Western Trust July 2010 - July 2013
BNY Mellon January 2007 - June 2010
Skills
Wealth Management, Finance, Trust Services, Trust Taxation, Trust Management, IRAs, Tax Law, Personal Trust...
Education
University of Central Florida 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Claudia Hubbard Claudia Hubbard's BNY Mellon Experience November 2012 - July 2014
Job Division Accounting Coordinator at Highwoods Properties
Industry Real Estate
Experience
Highwoods Properties July 2014 - Present
BNY Mellon November 2012 - July 2014
Realty Capital December 2010 - November 2012
Northwestern Mutual May 2009 - August 2009
Skills
Real Estate, Real Estate Transactions, Investment Properties, Microsoft Office, Microsoft Excel, Social Networking, PowerPoint, Brokerage, Real Estate Development, Valuation, Strategic Planning, Disposition, Real Estate Economics, Investments, Marketing
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance and real estate
Highwoods Properties July 2014 - Present
BNY Mellon November 2012 - July 2014
Realty Capital December 2010 - November 2012
Northwestern Mutual May 2009 - August 2009
Skills
Real Estate, Real Estate Transactions, Investment Properties, Microsoft Office, Microsoft Excel, Social Networking, PowerPoint, Brokerage, Real Estate Development, Valuation, Strategic Planning, Disposition, Real Estate Economics, Investments, Marketing
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance and real estate
William Shipley's BNY Mellon Experience May 2015 - Present
Job Analyst at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon May 2013 - September 2014
Skills
Microsoft Excel, Financial Analysis, Economics, Risk Management, Microsoft Word, PowerPoint, Event Planning, Bloomberg, Microsoft Office, Customer Service, Leadership, Public Speaking, Social Media, Social Networking, Teamwork, Time Management
Education
University of Central Florida 2010 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Finance
University of Central Florida 2010 — 2015
Bachelor of Arts (B.A.), International/Global Studies
BNY Mellon May 2015 - Present
BNY Mellon May 2013 - September 2014
Skills
Microsoft Excel, Financial Analysis, Economics, Risk Management, Microsoft Word, PowerPoint, Event Planning, Bloomberg, Microsoft Office, Customer Service, Leadership, Public Speaking, Social Media, Social Networking, Teamwork, Time Management
Education
University of Central Florida 2010 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Finance
University of Central Florida 2010 — 2015
Bachelor of Arts (B.A.), International/Global Studies
Khrista Derepentigny's BNY Mellon Experience January 2013 - Present
Job Assistant Manager / Senior Associate at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon September 2007 - January 2013
KBJ Rental Properties August 2002 - August 2007
Final Touch Cleaning Services May 2005 - April 2007
Skills
Accounting, Account Reconciliation, Bloomberg, Mutual Funds, Banking, Training, Fund Accounting, Securities, Microsoft Excel, Tax, Corporate Actions, Financial Analysis, Lotus Notes, Equities, Financial Accounting, Pricing, Budgets, Process Improvement, Outlook, PeopleSoft, Management, Customer Service, ETF's, Creation/ Redemption, Sunguard, Cash Reconciliation, Securities Lending, Foreign Exchange, Foreign Currency
Education
University of Central Florida 2005 — 2007
Bachelor, Science Business Administration; Finance
University of Central Florida 2004 — 2007
Bachelor of Business Administration (B.B.A.) Finance, Finance, General
BNY Mellon January 2013 - Present
BNY Mellon September 2007 - January 2013
KBJ Rental Properties August 2002 - August 2007
Final Touch Cleaning Services May 2005 - April 2007
Skills
Accounting, Account Reconciliation, Bloomberg, Mutual Funds, Banking, Training, Fund Accounting, Securities, Microsoft Excel, Tax, Corporate Actions, Financial Analysis, Lotus Notes, Equities, Financial Accounting, Pricing, Budgets, Process Improvement, Outlook, PeopleSoft, Management, Customer Service, ETF's, Creation/ Redemption, Sunguard, Cash Reconciliation, Securities Lending, Foreign Exchange, Foreign Currency
Education
University of Central Florida 2005 — 2007
Bachelor, Science Business Administration; Finance
University of Central Florida 2004 — 2007
Bachelor of Business Administration (B.B.A.) Finance, Finance, General
Leon Bacchus's BNY Mellon Experience
Job Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Account Reconciliation, Internal Controls, Financial Accounting, Financial Analysis, Financial Reporting
Education
University of Central Florida 2004 — 2007
Bachelor's degree, Accounting
Richland Park Government School
Richland Park Government School
Richland Park Government School
BNY Mellon
Skills
Account Reconciliation, Internal Controls, Financial Accounting, Financial Analysis, Financial Reporting
Education
University of Central Florida 2004 — 2007
Bachelor's degree, Accounting
Richland Park Government School
Richland Park Government School
Richland Park Government School
Geron Singh Geron Singh's BNY Mellon Experience January 2014 - Present
Job Senior Fund Accountant at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Deutsche Bank October 2013 - December 2013
Merrill Lynch January 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Microsoft Excel, Corporate Finance, Banking, Portfolio Management, Valuation, Accounting, Financial Accounting, Risk Management, Bloomberg, Financial Reporting, Auditing, Series 7, Series 66, Financial Planning
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science, Accounting and Finance
BNY Mellon January 2014 - Present
Deutsche Bank October 2013 - December 2013
Merrill Lynch January 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Microsoft Excel, Corporate Finance, Banking, Portfolio Management, Valuation, Accounting, Financial Accounting, Risk Management, Bloomberg, Financial Reporting, Auditing, Series 7, Series 66, Financial Planning
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science, Accounting and Finance
Eric Blake Eric Blake's BNY Mellon Experience August 2010 - Present
Job Account Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2010 - Present
EAB Sleep Solutions August 2006 - July 2010
BNY Mellon October 2003 - October 2005
AT&T Mobility July 2001 - May 2003
Skills
Sales, Sales Management, Communication, Customer Service, Microsoft Office, Account Reconciliation, Accounts Receivable, Business Planning, Finance, Investments, Management, Outlook
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance, General
Valencia College 1999 — 2001
Associate's degree
BNY Mellon August 2010 - Present
EAB Sleep Solutions August 2006 - July 2010
BNY Mellon October 2003 - October 2005
AT&T Mobility July 2001 - May 2003
Skills
Sales, Sales Management, Communication, Customer Service, Microsoft Office, Account Reconciliation, Accounts Receivable, Business Planning, Finance, Investments, Management, Outlook
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance, General
Valencia College 1999 — 2001
Associate's degree
Alexandra Sapnas's BNY Mellon Experience July 2013 - Present
Job Fund Accountant at BNY Mellon
Industry Investment Management
Experience
BNY Mellon July 2013 - Present
Benecard PBF February 2012 - July 2013
Walgreens June 2010 - February 2012
AutoTrader.com April 2006 - February 2008
Skills
Microsoft Office, Cognos, CMS, RDS, Multi Tasking, Great communications..., Customer Service, Customer Support, Real Estate, Large-scale Data..., Root Cause Problem..., Detailed Organization, Analysis, Organization, Troubleshooting, Highly detail oriented, Highly motivated..., Close Attention to..., Positive Team Player, Training, Invoicing, Data Analysis, Quality Assurance, Proactive self-starter, Functional Requirements, Documentations, Outstanding..., Time Management, Data Entry
Education
University of Central Florida 2006 — 2010
Finance, Finance and Real Estate
BNY Mellon July 2013 - Present
Benecard PBF February 2012 - July 2013
Walgreens June 2010 - February 2012
AutoTrader.com April 2006 - February 2008
Skills
Microsoft Office, Cognos, CMS, RDS, Multi Tasking, Great communications..., Customer Service, Customer Support, Real Estate, Large-scale Data..., Root Cause Problem..., Detailed Organization, Analysis, Organization, Troubleshooting, Highly detail oriented, Highly motivated..., Close Attention to..., Positive Team Player, Training, Invoicing, Data Analysis, Quality Assurance, Proactive self-starter, Functional Requirements, Documentations, Outstanding..., Time Management, Data Entry
Education
University of Central Florida 2006 — 2010
Finance, Finance and Real Estate
Brent Standorf's BNY Mellon Experience October 2007 - March 2011
Job Programmer Analyst II at Orlando Health
Industry Information Technology and Services
Experience
Orlando Health March 2015 - Present
Therigy May 2013 - March 2015
RobinsonBush, Inc March 2011 - April 2013
BNY Mellon October 2007 - March 2011
Skills
Healthcare, Health Insurance, Healthcare Information..., Insurance, Employee Benefits, Data Analysis, EHR, Analysis, Informatics, Process Improvement, EMR, Visio, Financial Analysis, Training, Business Analysis
Education
University of Central Florida 2010 — 2012
Master of Science, Health Care Informatics
Kutztown University 2002 — 2007
Bachelor of Science, Finance
Orlando Health March 2015 - Present
Therigy May 2013 - March 2015
RobinsonBush, Inc March 2011 - April 2013
BNY Mellon October 2007 - March 2011
Skills
Healthcare, Health Insurance, Healthcare Information..., Insurance, Employee Benefits, Data Analysis, EHR, Analysis, Informatics, Process Improvement, EMR, Visio, Financial Analysis, Training, Business Analysis
Education
University of Central Florida 2010 — 2012
Master of Science, Health Care Informatics
Kutztown University 2002 — 2007
Bachelor of Science, Finance
Immemah Shahzad's BNY Mellon Experience March 2014 - Present
Job Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon August 2015 - Present
Toastmasters International August 2014 - Present
BNY Mellon March 2014 - Present
University of Central Florida August 2012 - December 2013
BNY Mellon June 2013 - August 2013
Immigration law offices of Lisa Kruger Khan January 2013 - April 2013
Devereux August 2012 - December 2012
EXPRESS February 2012 - November 2012
University of Central Florida June 2012 - August 2012
Azam Knits and Yarn Dyeing May 2009 - July 2011
Skills
Computer Proficiency, Foreign Languages, PowerPoint, Prezi, Microsoft Excel, Microsoft Word, Cultural Diversity, Leadership, Bright Impact, Statgraphics, Maple, Photoshop, Research, Teaching, Teamwork, Management, Organized Multi-tasker, Time Management, Critical Thinking, Customer Service, Data Analysis, Databases, Proactive Monitoring, Android, Public Speaking, Microsoft Office, Sensory Integration, Decision Analysis, Driving License, Proactive self-starter, Calm, Best Practices, Analysis, Financial Analysis
Education
University of Central Florida 2011 — 2013
Finance, UCF GPA: 3.90, Finance GPA: 3.94
University of Central Florida
Bachelor of Science (B.Sc.), Finance
The Bank of New York Mellon August 2015 - Present
Toastmasters International August 2014 - Present
BNY Mellon March 2014 - Present
University of Central Florida August 2012 - December 2013
BNY Mellon June 2013 - August 2013
Immigration law offices of Lisa Kruger Khan January 2013 - April 2013
Devereux August 2012 - December 2012
EXPRESS February 2012 - November 2012
University of Central Florida June 2012 - August 2012
Azam Knits and Yarn Dyeing May 2009 - July 2011
Skills
Computer Proficiency, Foreign Languages, PowerPoint, Prezi, Microsoft Excel, Microsoft Word, Cultural Diversity, Leadership, Bright Impact, Statgraphics, Maple, Photoshop, Research, Teaching, Teamwork, Management, Organized Multi-tasker, Time Management, Critical Thinking, Customer Service, Data Analysis, Databases, Proactive Monitoring, Android, Public Speaking, Microsoft Office, Sensory Integration, Decision Analysis, Driving License, Proactive self-starter, Calm, Best Practices, Analysis, Financial Analysis
Education
University of Central Florida 2011 — 2013
Finance, UCF GPA: 3.90, Finance GPA: 3.94
University of Central Florida
Bachelor of Science (B.Sc.), Finance
Peter Down Peter Down's BNY Mellon Experience November 2013 - February 2014
Job Compliance Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority February 2014 - Present
BNY Mellon November 2013 - February 2014
BNY Mellon July 2012 - October 2013
University of Canterbury May 2011 - November 2011
La Esperanza Granada December 2010 - February 2011
Statistics New Zealand July 2010 - October 2010
Skills
Economics, Financial Analysis, Risk Management, Investment Banking, Financial Modeling, Corporate Finance, Equity Research, Investments, Derivatives, Spanish, conversational French, Strategic Financial..., Analysis
Education
University of Canterbury 2011 — 2011
BCOM (HONS), Finance
University of Canterbury 2007 — 2010
BCOM, Economics
Financial Industry Regulatory Authority February 2014 - Present
BNY Mellon November 2013 - February 2014
BNY Mellon July 2012 - October 2013
University of Canterbury May 2011 - November 2011
La Esperanza Granada December 2010 - February 2011
Statistics New Zealand July 2010 - October 2010
Skills
Economics, Financial Analysis, Risk Management, Investment Banking, Financial Modeling, Corporate Finance, Equity Research, Investments, Derivatives, Spanish, conversational French, Strategic Financial..., Analysis
Education
University of Canterbury 2011 — 2011
BCOM (HONS), Finance
University of Canterbury 2007 — 2010
BCOM, Economics
Mylinh Tran's BNY Mellon Experience April 2014 - Present
Job at
Industry Banking
Experience
BNY Mellon April 2014 - Present
Wells Fargo August 2012 - April 2014
AT&T Mobility January 2009 - November 2012
AT&T November 2005 - October 2009
AT&T June 1999 - October 2005
Skills
Telecommunications, Customer Retention, Sales Operations, Sales Management, Call Center, Employee Relations, Coaching, Employee Benefits, Marketing, Microsoft Office, Oral & Written..., Presentations, Customer Satisfaction, Data Analysis, Staff Development, Problem Solving, Negotiation, Employment Law, Highly detail oriented
Education
Webster University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Central Florida 2004 — 2008
Bachelor of Science (B.S.), Marketing
BNY Mellon April 2014 - Present
Wells Fargo August 2012 - April 2014
AT&T Mobility January 2009 - November 2012
AT&T November 2005 - October 2009
AT&T June 1999 - October 2005
Skills
Telecommunications, Customer Retention, Sales Operations, Sales Management, Call Center, Employee Relations, Coaching, Employee Benefits, Marketing, Microsoft Office, Oral & Written..., Presentations, Customer Satisfaction, Data Analysis, Staff Development, Problem Solving, Negotiation, Employment Law, Highly detail oriented
Education
Webster University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Central Florida 2004 — 2008
Bachelor of Science (B.S.), Marketing
Garth Lurvey Garth Lurvey's BNY Mellon Experience June 2002 - August 2003
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
David Ridgway David Ridgway's BNY Mellon Experience October 2013 - Present
Job Head of Risk, North America for BNY Mellon Asset Management
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
Threadneedle Investments April 2013 - September 2013
BlackRock December 2009 - March 2013
BlackRock November 2006 - March 2013
Barclays Global Investors 2006 - 2009
Schroders 1996 - 2006
Price Waterhouse Coopers 1986 - June 1996
Skills
Operational Risk, Financial Risk, Operational Risk..., Hedge Funds, Auditing, Enterprise Risk..., Risk Management, Fixed Income, Market Risk, Derivatives, Corporate Governance, Financial Services, Credit, Insurance, Banking, Equities, Internal Audit, Investment Banking, Finance, Alternative Investments, Corporate Risk, Mergers & Acquisitions, Asset Management, Investments, Portfolio Management, Management
Education
University of Cambridge 1982 — 1985
BA, Economics
University of Cambridge 1982 — 1985
Economics, Economics
BNY Mellon October 2013 - Present
Threadneedle Investments April 2013 - September 2013
BlackRock December 2009 - March 2013
BlackRock November 2006 - March 2013
Barclays Global Investors 2006 - 2009
Schroders 1996 - 2006
Price Waterhouse Coopers 1986 - June 1996
Skills
Operational Risk, Financial Risk, Operational Risk..., Hedge Funds, Auditing, Enterprise Risk..., Risk Management, Fixed Income, Market Risk, Derivatives, Corporate Governance, Financial Services, Credit, Insurance, Banking, Equities, Internal Audit, Investment Banking, Finance, Alternative Investments, Corporate Risk, Mergers & Acquisitions, Asset Management, Investments, Portfolio Management, Management
Education
University of Cambridge 1982 — 1985
BA, Economics
University of Cambridge 1982 — 1985
Economics, Economics
Richard Pape Jr.'s BNY Mellon Experience March 2006 - Present
Job Senior Associate in Mutual Fund Accounting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2006 - Present
Skills
Fixed Income, Equities, Fund Accounting, Hedge Funds, Bonds, Trading, Options, Asset Management, Swaps, Mutual Funds, Credit, Funding, Money Market, Mergers & Acquisitions, Accounting, Currency
Education
University of Central Florida 2001 — 2005
Bachelor of Science, Business Administration
BNY Mellon March 2006 - Present
Skills
Fixed Income, Equities, Fund Accounting, Hedge Funds, Bonds, Trading, Options, Asset Management, Swaps, Mutual Funds, Credit, Funding, Money Market, Mergers & Acquisitions, Accounting, Currency
Education
University of Central Florida 2001 — 2005
Bachelor of Science, Business Administration
Drew Wotton's BNY Mellon Experience June 2015 - Present
Job ETF Accounting Intern at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Lockheed Martin October 2013 - May 2015
Skills
Finance, Analysis, Microsoft Word, Data Analysis, Microsoft Excel, Financial Analysis
Education
University of Central Florida 2012 — 2015
Bachelor's Degree, Finance, General, Senior
BNY Mellon June 2015 - Present
Lockheed Martin October 2013 - May 2015
Skills
Finance, Analysis, Microsoft Word, Data Analysis, Microsoft Excel, Financial Analysis
Education
University of Central Florida 2012 — 2015
Bachelor's Degree, Finance, General, Senior
John Aletti's BNY Mellon Experience July 2013 - Present
Job Bank of New York Mellon, Account Analyst
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Kappa Sigma Fraternity August 2010 - September 2011
Skills
Event Management, Financial Planning, Leadership, Strategic Financial..., Fundraising, Hospitality, Microsoft Excel, Social Media, Public Speaking, Financial Analysis, Finance, Public Relations, Budgets, Derivatives, Management, PowerPoint, Research, Time Management
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance
University of Central Florida 2008 — 2013
Bachelor of Science in Business Administration, Finance, General
John Jay High School 2004 — 2008
BNY Mellon July 2013 - Present
Kappa Sigma Fraternity August 2010 - September 2011
Skills
Event Management, Financial Planning, Leadership, Strategic Financial..., Fundraising, Hospitality, Microsoft Excel, Social Media, Public Speaking, Financial Analysis, Finance, Public Relations, Budgets, Derivatives, Management, PowerPoint, Research, Time Management
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance
University of Central Florida 2008 — 2013
Bachelor of Science in Business Administration, Finance, General
John Jay High School 2004 — 2008
Kevin Yang, CPA's BNY Mellon Experience November 2012 - Present
Job Vice President, Fund Accounting Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2012 - Present
Coast Asset Management June 2005 - November 2012
California National Bank 2004 - 2005
Global Realty 2003 - 2004
New England Financial 2003 - 2004
McGladrey & Pullen LLP 1999 - 2003
Northrop Grumman Federal Credit Union 1997 - 1999
Skills
Alternative Investments, Fund Of Funds, Fund Accounting, Hedge Funds, Equities, Financial Analysis
Education
University of California, Santa Barbara
BA, Business Economics with accounting emphasis
BNY Mellon November 2012 - Present
Coast Asset Management June 2005 - November 2012
California National Bank 2004 - 2005
Global Realty 2003 - 2004
New England Financial 2003 - 2004
McGladrey & Pullen LLP 1999 - 2003
Northrop Grumman Federal Credit Union 1997 - 1999
Skills
Alternative Investments, Fund Of Funds, Fund Accounting, Hedge Funds, Equities, Financial Analysis
Education
University of California, Santa Barbara
BA, Business Economics with accounting emphasis
Heather Riebenack-Hebb's BNY Mellon Experience January 2013 - September 2013
Job Consultant, Commission Training & Communication Tools Development at Verizon Enterprise Solutions
Industry Investment Banking
Experience
Verizon Enterprise Solutions October 2013 - Present
BNY Mellon January 2013 - September 2013
Palm Appraisals 2005 - 2012
Waddell & Reed 1999 - 2007
Skills
Financial Analysis, Quantitative Analytics, Appraisals, Project Planning, Strategic Planning, Business Strategy, Business Process..., Team Building, Sales, Customer Service, Team Leadership, Budgets, Strategic Financial..., Leadership, Investments, Accounting, Analysis, Management, Investment Properties, Finance, Entrepreneurship, Recruiting, Strategy, Real Estate, Banking, Marketing, Employee Training, Risk Management, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Business Planning
Education
University of Central Florida - College of Business Administration 1995 — 1997
Bachelor of Science in Business Administration, Finance
Valencia Community College
Associate of Arts (A.A.)
Verizon Enterprise Solutions October 2013 - Present
BNY Mellon January 2013 - September 2013
Palm Appraisals 2005 - 2012
Waddell & Reed 1999 - 2007
Skills
Financial Analysis, Quantitative Analytics, Appraisals, Project Planning, Strategic Planning, Business Strategy, Business Process..., Team Building, Sales, Customer Service, Team Leadership, Budgets, Strategic Financial..., Leadership, Investments, Accounting, Analysis, Management, Investment Properties, Finance, Entrepreneurship, Recruiting, Strategy, Real Estate, Banking, Marketing, Employee Training, Risk Management, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Business Planning
Education
University of Central Florida - College of Business Administration 1995 — 1997
Bachelor of Science in Business Administration, Finance
Valencia Community College
Associate of Arts (A.A.)
J. Jay Li's BNY Mellon Experience 2010 - Present
Job Equity / Interest Rate Derivatives at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
Jane Qin's BNY Mellon Experience September 2010 - January 2013
Job Index Equity Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
BNY Mellon September 2010 - January 2013
BNY Mellon October 2008 - September 2010
Wells Fargo Fund Management July 2008 - September 2008
CIGNA October 2006 - July 2008
Skills
Actuarial Science, Financial Risk, Risk Management, Reinsurance, Financial Analysis, Portfolio Management, Performance Measurement, Portfolio Performance..., Equity Trading, Performance Attribution, Equity Indices, Equity Derivatives, Financial Markets, Corporate Finance
Education
University of Nebraska-Lincoln 2002 — 2003
Master's degree, Physics and Mathematics
University of Cape Town 1997 — 2000
Bachelor of Science (B.S.), Physics
Charles Schwab December 2012 - Present
BNY Mellon September 2010 - January 2013
BNY Mellon October 2008 - September 2010
Wells Fargo Fund Management July 2008 - September 2008
CIGNA October 2006 - July 2008
Skills
Actuarial Science, Financial Risk, Risk Management, Reinsurance, Financial Analysis, Portfolio Management, Performance Measurement, Portfolio Performance..., Equity Trading, Performance Attribution, Equity Indices, Equity Derivatives, Financial Markets, Corporate Finance
Education
University of Nebraska-Lincoln 2002 — 2003
Master's degree, Physics and Mathematics
University of Cape Town 1997 — 2000
Bachelor of Science (B.S.), Physics
Brent Bartle's BNY Mellon Experience December 2005 - May 2006
Job Vice President at ConvergEx
Industry Financial Services
Experience
ConvergEx Group December 2009 - Present
BNY Convergex May 2006 - December 2009
BNY Mellon December 2005 - May 2006
Skills
Series 7, Equities, Management, Sales, Series 63, Equity Trading, Series 55, ADRs, DTC, RealTick, FX trading, Bloomberg, Research
Education
University of Central Florida 2002 — 2005
Bachelor's Degree, Finance
ConvergEx Group December 2009 - Present
BNY Convergex May 2006 - December 2009
BNY Mellon December 2005 - May 2006
Skills
Series 7, Equities, Management, Sales, Series 63, Equity Trading, Series 55, ADRs, DTC, RealTick, FX trading, Bloomberg, Research
Education
University of Central Florida 2002 — 2005
Bachelor's Degree, Finance
Anna Rong Yu, CPA's BNY Mellon Experience February 2014 - Present
Job Vice President, Project Manager Compliance Policies at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
AIG Financial Products May 2011 - February 2014
Cablevision October 2009 - May 2011
Goldman Sachs July 2000 - November 2008
Skills
Executive Pay, Human Resources, Analysis, Incentive Programs, Microsoft Office, Compensation & Benefit, Compensation, Executive Compensation, HRIS, PeopleSoft, Organizational..., Succession Planning, PowerPoint, Excel, Global HR, Program Management, Project Management, Compliance Program..., Personnel Management, Deferred Compensation, Data Analysis, Strategy
Education
University of Cambridge
MPhil
BNY Mellon February 2014 - Present
AIG Financial Products May 2011 - February 2014
Cablevision October 2009 - May 2011
Goldman Sachs July 2000 - November 2008
Skills
Executive Pay, Human Resources, Analysis, Incentive Programs, Microsoft Office, Compensation & Benefit, Compensation, Executive Compensation, HRIS, PeopleSoft, Organizational..., Succession Planning, PowerPoint, Excel, Global HR, Program Management, Project Management, Compliance Program..., Personnel Management, Deferred Compensation, Data Analysis, Strategy
Education
University of Cambridge
MPhil
Rick Pesarchick's BNY Mellon Experience March 2003 - February 2006
Job Sales and Service Officer at BB&T
Industry Banking
Experience
BB&T September 2013 - Present
Wells Fargo April 2012 - September 2013
SunTrust Bank February 2006 - April 2012
BNY Mellon March 2003 - February 2006
Skills
Deposits, Loans, Cash Management, Credit, Portfolio Management, Banking, Financial Analysis, Cash, Cash Flow, Risk, Commercial Banking, Risk Management, Commercial Lending, Lines Of Credit
Education
University of Central Florida 2002 — 2004
MBA, Business Administration
University of Pittsburgh 1990 — 1996
Psychology, Psychology and Sociology
BB&T September 2013 - Present
Wells Fargo April 2012 - September 2013
SunTrust Bank February 2006 - April 2012
BNY Mellon March 2003 - February 2006
Skills
Deposits, Loans, Cash Management, Credit, Portfolio Management, Banking, Financial Analysis, Cash, Cash Flow, Risk, Commercial Banking, Risk Management, Commercial Lending, Lines Of Credit
Education
University of Central Florida 2002 — 2004
MBA, Business Administration
University of Pittsburgh 1990 — 1996
Psychology, Psychology and Sociology
Todd Addison's BNY Mellon Experience July 2013 - Present
Job Vice President Derivatives Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY January 2011 - April 2013
Bank of New York Convergex 2008 - 2011
Charles Schwab May 2007 - 2008
Skills
Account Reconciliation, Settlement, Equities, Series 7, Series 63, Fixed Income, Team Building, Options, Electronic Trading, Equity Derivatives, Trading, Securities Lending, Back Office, Prime Brokerage, Hedge Funds, Portfolio Management, Risk Management, Derivatives, Series 24, Middle Office, FX Options, Asset Management
Education
University of Central Florida
BSBA, Finance
BNY Mellon July 2013 - Present
BNY January 2011 - April 2013
Bank of New York Convergex 2008 - 2011
Charles Schwab May 2007 - 2008
Skills
Account Reconciliation, Settlement, Equities, Series 7, Series 63, Fixed Income, Team Building, Options, Electronic Trading, Equity Derivatives, Trading, Securities Lending, Back Office, Prime Brokerage, Hedge Funds, Portfolio Management, Risk Management, Derivatives, Series 24, Middle Office, FX Options, Asset Management
Education
University of Central Florida
BSBA, Finance
Jason Salvino's BNY Mellon Experience April 2015 - Present
Job Pricing Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
J.P. Morgan September 2014 - March 2015
Fidelity Investments April 2014 - September 2014
Pershing July 2012 - April 2014
BNY Mellon April 2012 - July 2012
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Securities, Series 7, Hedge Funds, Derivatives, Investments, Alternative Investments, Financial Analysis, Asset Management, Bloomberg Terminal, Bonds
Education
University of Central Florida 2006 — 2011
Bachelor of Science, Finance
BNY Mellon April 2015 - Present
J.P. Morgan September 2014 - March 2015
Fidelity Investments April 2014 - September 2014
Pershing July 2012 - April 2014
BNY Mellon April 2012 - July 2012
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Securities, Series 7, Hedge Funds, Derivatives, Investments, Alternative Investments, Financial Analysis, Asset Management, Bloomberg Terminal, Bonds
Education
University of Central Florida 2006 — 2011
Bachelor of Science, Finance
Nathan Cain's BNY Mellon Experience October 2011 - Present
Job PMP/Project Manager at BNY Mellon/Masters Management Information Systems/Delivering innovative technology solutions
Industry Information Technology and Services
Experience
BNY Mellon October 2011 - Present
Fidelity National Information Services October 2010 - October 2011
FIS Banking Solutions May 2002 - October 2011
Fidelity National Information Services May 2005 - May 2006
Metavante May 2004 - December 2005
Kirchman Corporation May 2002 - May 2004
Skills
MS Project, Visual Basic, Unix, SQL, Software Project..., Access, COBOL, Visio, Customer Relations, SQL Server, Software Implementation, Project Planning, Windows, Microsoft Office, PMP, AS400, PMO, Troubleshooting, Project Plans, Databases, Resource Management, SDLC, Project Management, Requirements Analysis, Business Intelligence, Business Process, Process Improvement, Agile Project Management, Project Delivery, Waterfall, Business Requirements, IBM iSeries, Microsoft SQL Server, Software Documentation, Customer Service, Business Analysis, Agile Methodologies
Education
University of Central Florida 1999 — 2005
2002, Management Information Systems
University of Central Florida
2005, Masters in MIS
BNY Mellon October 2011 - Present
Fidelity National Information Services October 2010 - October 2011
FIS Banking Solutions May 2002 - October 2011
Fidelity National Information Services May 2005 - May 2006
Metavante May 2004 - December 2005
Kirchman Corporation May 2002 - May 2004
Skills
MS Project, Visual Basic, Unix, SQL, Software Project..., Access, COBOL, Visio, Customer Relations, SQL Server, Software Implementation, Project Planning, Windows, Microsoft Office, PMP, AS400, PMO, Troubleshooting, Project Plans, Databases, Resource Management, SDLC, Project Management, Requirements Analysis, Business Intelligence, Business Process, Process Improvement, Agile Project Management, Project Delivery, Waterfall, Business Requirements, IBM iSeries, Microsoft SQL Server, Software Documentation, Customer Service, Business Analysis, Agile Methodologies
Education
University of Central Florida 1999 — 2005
2002, Management Information Systems
University of Central Florida
2005, Masters in MIS
Zainab Nasser's BNY Mellon Experience May 2010 - August 2010
Job MBA
Industry Financial Services
Experience
Building Drops, Inc. March 2014 - Present
Broad and Cassel November 2013 - March 2014
University of Central Florida January 2011 - May 2013
Building Drops, Inc. October 2011 - May 2012
BNY Mellon May 2010 - August 2010
Citi September 2008 - December 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Leadership, Project Management, Strategic Planning, Marketing Strategy, Management Consulting, Organizational Behavior, Managerial Finance, Corporate Finance, Account Reconciliation, Negotiation, Recruiting, Organization, Research, Translation, Tutoring, Assistant Teaching, Public Speaking, Time Management, Organizational..., Finance, Marketing
Education
University of Central Florida
Master of Business Administration (MBA), Finance, General
University of Central Florida
Bachelor of Science (BS), Finance, General
Building Drops, Inc. March 2014 - Present
Broad and Cassel November 2013 - March 2014
University of Central Florida January 2011 - May 2013
Building Drops, Inc. October 2011 - May 2012
BNY Mellon May 2010 - August 2010
Citi September 2008 - December 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Leadership, Project Management, Strategic Planning, Marketing Strategy, Management Consulting, Organizational Behavior, Managerial Finance, Corporate Finance, Account Reconciliation, Negotiation, Recruiting, Organization, Research, Translation, Tutoring, Assistant Teaching, Public Speaking, Time Management, Organizational..., Finance, Marketing
Education
University of Central Florida
Master of Business Administration (MBA), Finance, General
University of Central Florida
Bachelor of Science (BS), Finance, General
Christopher Selman's BNY Mellon Experience September 2014 - Present
Job Vice President Client Services BNY Mellon Alternative Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon October 2002 - September 2014
Skills
Financial Modeling, Fixed Income, Equities
Education
University of Central Florida 1999 — 2002
BS, Finance
BNY Mellon September 2014 - Present
BNY Mellon October 2002 - September 2014
Skills
Financial Modeling, Fixed Income, Equities
Education
University of Central Florida 1999 — 2002
BS, Finance
Diana Barnum's BNY Mellon Experience December 1997 - August 2001
Job Project Manager in Investment Banking
Industry Banking
Experience
JPMorgan Chase & Co. May 2007 - December 2008
Merrill Lynch December 2005 - March 2007
Nomura January 2005 - November 2005
BNP Paribas March 2002 - December 2004
BNY Mellon December 1997 - August 2001
New York Forex Corp． March 1992 - November 1997
China’s Ministry of Commerce August 1983 - July 1987
Education
University of Cambridge 1987 — 1992
Master's Degree, Economics/ Finance, A-
JPMorgan Chase & Co. May 2007 - December 2008
Merrill Lynch December 2005 - March 2007
Nomura January 2005 - November 2005
BNP Paribas March 2002 - December 2004
BNY Mellon December 1997 - August 2001
New York Forex Corp． March 1992 - November 1997
China’s Ministry of Commerce August 1983 - July 1987
Education
University of Cambridge 1987 — 1992
Master's Degree, Economics/ Finance, A-
Robert LeBeau, CTFA, CFP®'s BNY Mellon Experience 1996 - July 2008
Job Senior Trust Officer at Mechanics Banks
Industry Investment Management
Experience
Mechanics Banks July 2008 - Present
BNY Mellon 1996 - July 2008
Island View Financial Group 1993 - 1996
Education
San Francisco Law School 2013 — 2017
Law
UCSC 1988 — 1993
BA, Economics
Extension
Mechanics Banks July 2008 - Present
BNY Mellon 1996 - July 2008
Island View Financial Group 1993 - 1996
Education
San Francisco Law School 2013 — 2017
Law
UCSC 1988 — 1993
BA, Economics
Extension
Magu Bolden's BNY Mellon Experience October 2013 - Present
Job Senior Account Analyst
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
BNY Mellon October 2013 - Present
BNY Mellon December 2010 - August 2012
Institute for Social and Behavioral Sciences September 2008 - August 2010
Skills
Accounting, Management, Portfolio Management, Internal Audit, Bank Reconciliation, Valuation, Financial Analysis, Budgets, Finance, Analysis, Customer service, Internal control, Sarbanes-Oxley Act, General Ledger
Education
University of Central Florida 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon October 2013 - Present
BNY Mellon October 2013 - Present
BNY Mellon December 2010 - August 2012
Institute for Social and Behavioral Sciences September 2008 - August 2010
Skills
Accounting, Management, Portfolio Management, Internal Audit, Bank Reconciliation, Valuation, Financial Analysis, Budgets, Finance, Analysis, Customer service, Internal control, Sarbanes-Oxley Act, General Ledger
Education
University of Central Florida 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Miszlay's BNY Mellon Experience June 2014 - Present
Job Assistant Manager ETF Operations at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon June 2014 - Present
BNY Mellon March 2013 - Present
BNY Mellon August 2011 - March 2013
BNY Mellon May 2010 - July 2011
Skills
Financial Analysis, Analysis, Investments, Microsoft Excel, SAP, Business Strategy, Options, Financial Risk, Equities, Securities, Corporate Actions, Financial Modeling, Operations Management, Microsoft Office, Finance, Customer Service, Management, Portfolio Management
Education
University of Central Florida - College of Business Administration 2004 — 2009
BSBA, Finance
BNY Mellon June 2014 - Present
BNY Mellon March 2013 - Present
BNY Mellon August 2011 - March 2013
BNY Mellon May 2010 - July 2011
Skills
Financial Analysis, Analysis, Investments, Microsoft Excel, SAP, Business Strategy, Options, Financial Risk, Equities, Securities, Corporate Actions, Financial Modeling, Operations Management, Microsoft Office, Finance, Customer Service, Management, Portfolio Management
Education
University of Central Florida - College of Business Administration 2004 — 2009
BSBA, Finance
Joseph A. Powella's BNY Mellon Experience 2002 - 2004
Job Vice President Field Credit Analyst at First Citizens Bank
Industry Banking
Experience
First Citizens Bank July 2007 - Present
TIB Bank March 2005 - March 2007
Fifth Third Bank March 2004 - March 2005
BNY Mellon 2002 - 2004
Skills
Banking, Credit, Financial Risk, Leadership, Underwriting, Commercial Lending, Small Business Lending, Financial Services, Portfolio Management, Loans, Accounting, Management, Finance, Credit Analysis, Commercial Banking
Education
University of Central Florida 1997 — 2001
Bachelor of Science, Finance
First Citizens Bank July 2007 - Present
TIB Bank March 2005 - March 2007
Fifth Third Bank March 2004 - March 2005
BNY Mellon 2002 - 2004
Skills
Banking, Credit, Financial Risk, Leadership, Underwriting, Commercial Lending, Small Business Lending, Financial Services, Portfolio Management, Loans, Accounting, Management, Finance, Credit Analysis, Commercial Banking
Education
University of Central Florida 1997 — 2001
Bachelor of Science, Finance
Clifford Adjei Bekoe's BNY Mellon Experience January 2012 - Present
Job Finance at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
PPG Industries June 2008 - June 2012
Medco Health Solutions May 2006 - July 2006
Novartis January 2006 - April 2006
Skills
Financial Modeling, Analysis, Forecasting, Financial Analysis, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy & International Business
University of Cape Coast 1998 — 2001
B.A Social Science, Economics and Sociology
Achimota School 1989 — 1994
General Knowledge, Chemistry, Physics and Biology
BNY Mellon January 2012 - Present
PPG Industries June 2008 - June 2012
Medco Health Solutions May 2006 - July 2006
Novartis January 2006 - April 2006
Skills
Financial Modeling, Analysis, Forecasting, Financial Analysis, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy & International Business
University of Cape Coast 1998 — 2001
B.A Social Science, Economics and Sociology
Achimota School 1989 — 1994
General Knowledge, Chemistry, Physics and Biology
Annalita Miehl's BNY Mellon Experience September 2003 - April 2006
Job Accounting Coordinator
Industry Financial Services
Experience
UCF Foundation, Inc. April 2006 - Present
BNY Mellon September 2003 - April 2006
Skills
Accounting, Financial Reporting, PeopleSoft, Bank reconciliations, Accounts Receivable, Financial Edge, Raisers Edge, Microsoft Applications, Revenue, Revenue Recognition, Investment Banking, Non-profits, Finance, Financial Analysis, Microsoft Excel, General Ledger, Journal Entries, Account Reconciliation, Financial Accounting, Payroll, Microsoft Office, Microsoft Word, Auditing, Fund Accounting, Mortgage Processing, Teller/Vault Teller..., Bank products, Consumer and Mortgage..., Nonprofits
Education
University of Central Florida - College of Business Administration
BSBA Accounting, Accounting
Olympic College
Associate of Arts and Sciences (AAS)
UCF Foundation, Inc. April 2006 - Present
BNY Mellon September 2003 - April 2006
Skills
Accounting, Financial Reporting, PeopleSoft, Bank reconciliations, Accounts Receivable, Financial Edge, Raisers Edge, Microsoft Applications, Revenue, Revenue Recognition, Investment Banking, Non-profits, Finance, Financial Analysis, Microsoft Excel, General Ledger, Journal Entries, Account Reconciliation, Financial Accounting, Payroll, Microsoft Office, Microsoft Word, Auditing, Fund Accounting, Mortgage Processing, Teller/Vault Teller..., Bank products, Consumer and Mortgage..., Nonprofits
Education
University of Central Florida - College of Business Administration
BSBA Accounting, Accounting
Olympic College
Associate of Arts and Sciences (AAS)
Candace Craig's BNY Mellon Experience June 2006 - Present
Job MTO at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2006 - Present
Education
University of Central Florida 2002 — 2007
BSBA, Business Management
BNY Mellon June 2006 - Present
Education
University of Central Florida 2002 — 2007
BSBA, Business Management
Brandon Matarese's BNY Mellon Experience April 2005 - April 2007
Job Fund Control Analyst at United States Department of Defense
Industry Military
Experience
United States Department of Defense December 2010 - Present
US Department of Defense July 2009 - December 2010
The Tolliver Group, Inc. March 2008 - July 2009
A.G. Edwards & Sons, Inc. April 2007 - March 2008
BNY Mellon April 2005 - April 2007
Skills
Managerial Finance, Accounting, Cash Flow, Portfolio Management, Army, Internal Audit, Microsoft Office, Security Clearance, Mutual Funds, Budgets, Process Improvement, Strategic Financial..., Securities, Research, Microsoft Word, Leadership, Program Management, Public Speaking, Management, Account Reconciliation, Asset Management, Project Planning, Analysis, Valuation, PowerPoint, Training, Finance, Risk Management, Financial Modeling, Investment Properties, Event Management, Real Estate, Government Contracting, Marketing Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Human Resources, DoD, Business Process..., Microsoft Excel, Forecasting, Business Strategy, Project Management, Strategy, Business Analysis
Education
Webster University 2009 — 2011
MBA, Master of Business Administration
University of Central Florida 2000 — 2004
B. S., Business Finance
United States Department of Defense December 2010 - Present
US Department of Defense July 2009 - December 2010
The Tolliver Group, Inc. March 2008 - July 2009
A.G. Edwards & Sons, Inc. April 2007 - March 2008
BNY Mellon April 2005 - April 2007
Skills
Managerial Finance, Accounting, Cash Flow, Portfolio Management, Army, Internal Audit, Microsoft Office, Security Clearance, Mutual Funds, Budgets, Process Improvement, Strategic Financial..., Securities, Research, Microsoft Word, Leadership, Program Management, Public Speaking, Management, Account Reconciliation, Asset Management, Project Planning, Analysis, Valuation, PowerPoint, Training, Finance, Risk Management, Financial Modeling, Investment Properties, Event Management, Real Estate, Government Contracting, Marketing Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Human Resources, DoD, Business Process..., Microsoft Excel, Forecasting, Business Strategy, Project Management, Strategy, Business Analysis
Education
Webster University 2009 — 2011
MBA, Master of Business Administration
University of Central Florida 2000 — 2004
B. S., Business Finance
Tara Suarez's BNY Mellon Experience December 2005 - August 2011
Job Yoga Instructor and Holistic Health Coach
Industry Health, Wellness and Fitness
Experience
Institute For Integrative Nutrition October 2011 - June 2013
BNY Mellon December 2005 - August 2011
Skills
Public Speaking, Microsoft Excel, Marketing, Customer Service, Outlook, Coaching, Microsoft Office, Social Networking, Event Planning, Leadership, Sales, Social Media, Marketing Strategy, Blogging, PowerPoint, Training, Marketing Communications, Strategic Planning, Team Building, Management, Social Media Marketing, Project Management
Education
Integrative Nutrition 2011 — 2012
Holistic Nutrition
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Business
University of Central Florida 2000 — 2005
BSBA, Business Administration
Institute For Integrative Nutrition October 2011 - June 2013
BNY Mellon December 2005 - August 2011
Skills
Public Speaking, Microsoft Excel, Marketing, Customer Service, Outlook, Coaching, Microsoft Office, Social Networking, Event Planning, Leadership, Sales, Social Media, Marketing Strategy, Blogging, PowerPoint, Training, Marketing Communications, Strategic Planning, Team Building, Management, Social Media Marketing, Project Management
Education
Integrative Nutrition 2011 — 2012
Holistic Nutrition
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Business
University of Central Florida 2000 — 2005
BSBA, Business Administration
Mark Gagen's BNY Mellon Experience 2007 - 2012
Job at
Industry Financial Services
Experience
Orange Lake Resorts, Holiday Inn Club Vacations 2012 - Present
BNY Mellon 2007 - 2012
Education
University of Central Florida
Bachelor's degree, Finance, General
Orange Lake Resorts, Holiday Inn Club Vacations 2012 - Present
BNY Mellon 2007 - 2012
Education
University of Central Florida
Bachelor's degree, Finance, General
Reginald Woodie's BNY Mellon Experience September 2010 - October 2011
Job Social Media Strategist
Industry Internet
Experience
Self Employed/Freelancer October 2012 - Present
Amacore Group November 2011 - October 2012
BNY Mellon September 2010 - October 2011
BNY Mellon May 2008 - September 2010
BNY Mellon March 2006 - May 2008
PriceWaterhouseCoopers, LLP May 2004 - March 2006
Skills
Online Marketing, Social Media, Market Research, SEO, Social Media Marketing
Education
University of Central Florida 1995 — 1999
Bachelor of Science, Marketing
Self Employed/Freelancer October 2012 - Present
Amacore Group November 2011 - October 2012
BNY Mellon September 2010 - October 2011
BNY Mellon May 2008 - September 2010
BNY Mellon March 2006 - May 2008
PriceWaterhouseCoopers, LLP May 2004 - March 2006
Skills
Online Marketing, Social Media, Market Research, SEO, Social Media Marketing
Education
University of Central Florida 1995 — 1999
Bachelor of Science, Marketing
Justin Galanto's BNY Mellon Experience November 2012 - June 2013
Job Financial Analyst
Industry Accounting
Experience
Time Inc. June 2013 - Present
BNY Mellon November 2012 - June 2013
Adweek January 2012 - November 2012
Wyndham Worldwide January 2009 - May 2011
Skills
Mainframe, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Account Reconciliation, SharePoint, Management, PowerPoint, Invoicing, Finance, Financial Reporting, Access, Financial Analysis, Forecasting
Education
University of Central Florida - College of Business Administration 2009 — 2011
BSBA, Accounting
Time Inc. June 2013 - Present
BNY Mellon November 2012 - June 2013
Adweek January 2012 - November 2012
Wyndham Worldwide January 2009 - May 2011
Skills
Mainframe, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Account Reconciliation, SharePoint, Management, PowerPoint, Invoicing, Finance, Financial Reporting, Access, Financial Analysis, Forecasting
Education
University of Central Florida - College of Business Administration 2009 — 2011
BSBA, Accounting
Jorge Lanza's BNY Mellon Experience July 2013 - October 2014
Job Revenue Accountant at Verizon
Industry Accounting
Experience
Verizon October 2014 - Present
BNY Mellon July 2013 - October 2014
Digital Risk January 2013 - September 2014
Accountemps May 2013 - July 2013
Universal Orlando June 2010 - January 2013
Pershing, a BNY Mellon company May 2012 - August 2012
Skills
Spanish, German, Microsoft Office, Stata, Customer Service, ETFs, Access, Lotus Notes, Outlook, Teamwork, Research, QuickBooks, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Portfolio Management
Education
University of Central Florida 2009 — 2013
Bachelor's degree, Accounting and Finance
Lake Mary High School 2004 — 2009
Verizon October 2014 - Present
BNY Mellon July 2013 - October 2014
Digital Risk January 2013 - September 2014
Accountemps May 2013 - July 2013
Universal Orlando June 2010 - January 2013
Pershing, a BNY Mellon company May 2012 - August 2012
Skills
Spanish, German, Microsoft Office, Stata, Customer Service, ETFs, Access, Lotus Notes, Outlook, Teamwork, Research, QuickBooks, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Portfolio Management
Education
University of Central Florida 2009 — 2013
Bachelor's degree, Accounting and Finance
Lake Mary High School 2004 — 2009
Gia Le's BNY Mellon Experience November 2005 - Present
Job Assistant Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2005 - Present
Skills
Banking
Education
University of Central Florida - College of Business Administration 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Valencia Community College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
BNY Mellon November 2005 - Present
Skills
Banking
Education
University of Central Florida - College of Business Administration 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Valencia Community College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
William Waits III's BNY Mellon Experience November 2012 - Present
Job Senior Mutual Fund Analyst at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Waits & Sons LLC January 2004 - November 2012
Skills
Financial Analysis, Mutual Funds, Stocks, Bonds, Derivatives, Term Loan, Securities, Hedge Funds, Fixed Income, Capital Markets
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon November 2012 - Present
Waits & Sons LLC January 2004 - November 2012
Skills
Financial Analysis, Mutual Funds, Stocks, Bonds, Derivatives, Term Loan, Securities, Hedge Funds, Fixed Income, Capital Markets
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Jonathan M. Hammock's BNY Mellon Experience December 2013 - Present
Job Hedge Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
BB&T September 2008 - July 2012
Emmer Management Group February 2004 - September 2008
Skills
Hedge Funds, Accounting, Financial Reporting, Banking, Microsoft Excel, Finance, Equities, Corporate Bonds, Interest Rate..., Government Bonds, Derivatives, Outlook, Microsoft Word, Currency Exchange, Loans, Trading, Mortgage Lending, Investment Banking, Financial Analysis, Risk Management, Sales
Education
University of Central Florida 2010 — 2013
Master's degree, Public Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration: Management
BNY Mellon December 2013 - Present
BB&T September 2008 - July 2012
Emmer Management Group February 2004 - September 2008
Skills
Hedge Funds, Accounting, Financial Reporting, Banking, Microsoft Excel, Finance, Equities, Corporate Bonds, Interest Rate..., Government Bonds, Derivatives, Outlook, Microsoft Word, Currency Exchange, Loans, Trading, Mortgage Lending, Investment Banking, Financial Analysis, Risk Management, Sales
Education
University of Central Florida 2010 — 2013
Master's degree, Public Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration: Management
Vanessa BermudeZ's BNY Mellon Experience July 2014 - Present
Job Student at University of Central Florida
Industry
Experience
BNY Mellon July 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Outlook, Data Analysis
Education
University of Central Florida 2009 — 2013
BNY Mellon July 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Outlook, Data Analysis
Education
University of Central Florida 2009 — 2013
Chris Besaw's BNY Mellon Experience November 2002 - Present
Job Account Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2002 - Present
Charles Schwab January 1996 - November 2002
Education
University of Central Florida
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon November 2002 - Present
Charles Schwab January 1996 - November 2002
Education
University of Central Florida
Bachelor of Science (BS), Business Administration and Management, General
Sam Fetter's BNY Mellon Experience June 2013 - December 2013
Job Analyst at One River Asset Management
Industry Financial Services
Experience
One River Asset Management May 2014 - Present
BNY Mellon June 2013 - December 2013
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Financial Mathematics and Statistics
One River Asset Management May 2014 - Present
BNY Mellon June 2013 - December 2013
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Financial Mathematics and Statistics
Phong La's BNY Mellon Experience November 2013 - May 2015
Job Operations Analyst at HD Supply
Industry Logistics and Supply Chain
Experience
HD Supply May 2015 - Present
BNY Mellon November 2013 - May 2015
Bank of America Merrill Lynch September 2011 - November 2013
Give Kids The World January 2011 - May 2011
Walt Disney World December 2007 - November 2010
Skills
Customer Service, Microsoft Excel, Management, Process Improvement, Microsoft Word, Operations Management, Team Building, Budgets, Inventory Management, Team Leadership, Analysis, Logistics, Forecasting, Financial Analysis, Negotiation, Teamwork, Supply Chain Management, Project Management, Business Analysis, Research, Sales Management, Data Analysis, Finance
Education
University of Central Florida 2010 — 2013
Bachelor's degree, Finance
Valencia College 2007 — 2010
Associate of Arts (AA), Business Administration and Management
HD Supply May 2015 - Present
BNY Mellon November 2013 - May 2015
Bank of America Merrill Lynch September 2011 - November 2013
Give Kids The World January 2011 - May 2011
Walt Disney World December 2007 - November 2010
Skills
Customer Service, Microsoft Excel, Management, Process Improvement, Microsoft Word, Operations Management, Team Building, Budgets, Inventory Management, Team Leadership, Analysis, Logistics, Forecasting, Financial Analysis, Negotiation, Teamwork, Supply Chain Management, Project Management, Business Analysis, Research, Sales Management, Data Analysis, Finance
Education
University of Central Florida 2010 — 2013
Bachelor's degree, Finance
Valencia College 2007 — 2010
Associate of Arts (AA), Business Administration and Management
Ronald Ganesh's BNY Mellon Experience September 2013 - November 2014
Job Data Analyst at Tactical Management Inc
Industry Hospital & Health Care
Experience
Tactical Management Inc November 2014 - Present
BNY Mellon September 2013 - November 2014
Citrus Auto Sales June 2010 - October 2012
Fields Certified Auto Sales September 2008 - June 2010
Skills
Analysis, Microsoft Excel, Data Analysis, Hospitals, Healthcare Management, Microsoft Word, Research, PowerPoint, Process Improvement, Project Management, Management, SQL, HIPAA, Testing, Business Analysis, Databases, Project Planning, Troubleshooting, Analytics, Data Warehousing, Market Analysis, Financial Operations, Operations Management, Microsoft Office
Education
University of Central Florida 2009 — 2013
Bachelor’s Degree, Economics
Lyman High School 2005 — 2009
Institute of Engineering
Tactical Management Inc November 2014 - Present
BNY Mellon September 2013 - November 2014
Citrus Auto Sales June 2010 - October 2012
Fields Certified Auto Sales September 2008 - June 2010
Skills
Analysis, Microsoft Excel, Data Analysis, Hospitals, Healthcare Management, Microsoft Word, Research, PowerPoint, Process Improvement, Project Management, Management, SQL, HIPAA, Testing, Business Analysis, Databases, Project Planning, Troubleshooting, Analytics, Data Warehousing, Market Analysis, Financial Operations, Operations Management, Microsoft Office
Education
University of Central Florida 2009 — 2013
Bachelor’s Degree, Economics
Lyman High School 2005 — 2009
Institute of Engineering
Sara Lazzeri's BNY Mellon Experience
Job Senior Client Service Representative at BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Education
University of Central Florida 2015 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2005 — 2010
Bachelor’s Degree, Business Administration and Management, General
BNY Mellon
Education
University of Central Florida 2015 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2005 — 2010
Bachelor’s Degree, Business Administration and Management, General
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