BNY Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. Number of employees: ~52,500 (2017) CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, New York, United States Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Employees
Employee
Years
Job
Industry
Danielle Lennon Danielle Lennon's BNY Mellon Experience May 2011 - August 2011
Job Country Risk and Strategy
Industry Financial Services
Experience
Citi August 2014 - Present
Citi January 2014 - August 2014
Citi July 2012 - January 2014
University of Delaware September 2011 - May 2012
BNY Mellon May 2011 - August 2011
Skills
Economics, Microsoft Office, Data Analysis, Financial Analysis, Project Management, Microsoft Excel, Financial Modeling, Bloomberg Terminal, VBA, Business Strategy, Investments, Equities, Fixed Income, Derivatives, Alternative Investments, Financial Reporting, Databases, SQL, Demand Management, Process Improvement, Research, Equity Valuation, VBScript, HTML
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Honors Bachelor of Science, Economics, Finance
The Montclair Kimberley Academy 2006 — 2008
Citi August 2014 - Present
Citi January 2014 - August 2014
Citi July 2012 - January 2014
University of Delaware September 2011 - May 2012
BNY Mellon May 2011 - August 2011
Skills
Economics, Microsoft Office, Data Analysis, Financial Analysis, Project Management, Microsoft Excel, Financial Modeling, Bloomberg Terminal, VBA, Business Strategy, Investments, Equities, Fixed Income, Derivatives, Alternative Investments, Financial Reporting, Databases, SQL, Demand Management, Process Improvement, Research, Equity Valuation, VBScript, HTML
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Honors Bachelor of Science, Economics, Finance
The Montclair Kimberley Academy 2006 — 2008
Stephen Keiser Stephen Keiser's BNY Mellon Experience 2000 - 2008
Job Health Care Administrator & Operations Director
Industry Hospital & Health Care
Experience
Northwestern Medical Group February 2014 - Present
Northwestern Medical Faculty Foundation June 2013 - February 2014
Christiana Care Health System 2012 - May 2013
Christiana Care Health System 2009 - 2012
BNY Mellon 2000 - 2008
Skills
Medical Practice..., Operations Management, Non-profit..., Business Strategy, Onboarding, Marketing Strategy, Strategic Planning, New Business Development, Professional..., Healthcare Management, Program Management, Project Management, Financial Analysis, Training Delivery, Process Improvement, Healthcare, Leadership Development, Leadership, Healthcare Information..., Hospitals, Training, Medicare, HIPAA, Public Speaking, Organizational..., Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Delaware 1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Northwestern Medical Group February 2014 - Present
Northwestern Medical Faculty Foundation June 2013 - February 2014
Christiana Care Health System 2012 - May 2013
Christiana Care Health System 2009 - 2012
BNY Mellon 2000 - 2008
Skills
Medical Practice..., Operations Management, Non-profit..., Business Strategy, Onboarding, Marketing Strategy, Strategic Planning, New Business Development, Professional..., Healthcare Management, Program Management, Project Management, Financial Analysis, Training Delivery, Process Improvement, Healthcare, Leadership Development, Leadership, Healthcare Information..., Hospitals, Training, Medicare, HIPAA, Public Speaking, Organizational..., Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Delaware 1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Travis Sellentin Travis Sellentin's BNY Mellon Experience June 2011 - Present
Job Associate Relationship Manager US Sales & Relationship Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
BNY Mellon January 2008 - August 2011
JPMorgan Chase October 2006 - January 2008
Skills
Financial Modeling, Data Reconciliation, Client Development, Cross Selling, Relationship Management, Equities, Portfolio Management, Fixed Income, Banking, Bloomberg, Derivatives, Credit Analysis, Securities, Capital Markets, FX Options, Credit, Hedge Funds, Investments, Financial Analysis, Management, Risk Management, Microsoft Excel
Education
University of St. Thomas (TX) 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.7
University of Colorado at Colorado Springs 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
BNY Mellon June 2011 - Present
BNY Mellon January 2008 - August 2011
JPMorgan Chase October 2006 - January 2008
Skills
Financial Modeling, Data Reconciliation, Client Development, Cross Selling, Relationship Management, Equities, Portfolio Management, Fixed Income, Banking, Bloomberg, Derivatives, Credit Analysis, Securities, Capital Markets, FX Options, Credit, Hedge Funds, Investments, Financial Analysis, Management, Risk Management, Microsoft Excel
Education
University of St. Thomas (TX) 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.7
University of Colorado at Colorado Springs 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
E. Allen Nicholson E. Allen Nicholson's BNY Mellon Experience January 2007 - August 2008
Job EVP and CFO at Pacific Premier Bancorp, Inc
Industry Financial Services
Experience
Pacific Premier Bancorp, Inc June 2015 - Present
Pacific Enterprise Bank January 2015 - June 2015
1st Enterprise Bank (acquired by CUNB December 1, 2014) August 2008 - November 2014
BNY Mellon January 2007 - August 2008
Mellon 1st Business Bank July 2005 - June 2008
BNY Mellon August 1997 - December 2006
BNY Mellon July 1995 - July 1997
Coopers & Lybrand LLP January 1992 - June 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Treasury Management, Commercial Banking, Cash Management, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Corporate Finance, Finance, Risk Management, Mergers & Acquisitions, Financial Reporting, Financial Modeling, SEC Financial Reporting, Financial Accounting, Project Management, Strategic Planning, Financial Institutions, Vendor Management, Small Business Lending, Commercial Mortgages, Investments, Leadership, Teamwork, Funds Transfer Pricing, Customer Profitability, Derivatives, Interest Rate Swaps
Education
Virginia Polytechnic Institute and State University 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Dayton 1985 — 1989
Bachelor's Degree, Accounting
Pacific Premier Bancorp, Inc June 2015 - Present
Pacific Enterprise Bank January 2015 - June 2015
1st Enterprise Bank (acquired by CUNB December 1, 2014) August 2008 - November 2014
BNY Mellon January 2007 - August 2008
Mellon 1st Business Bank July 2005 - June 2008
BNY Mellon August 1997 - December 2006
BNY Mellon July 1995 - July 1997
Coopers & Lybrand LLP January 1992 - June 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Treasury Management, Commercial Banking, Cash Management, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Corporate Finance, Finance, Risk Management, Mergers & Acquisitions, Financial Reporting, Financial Modeling, SEC Financial Reporting, Financial Accounting, Project Management, Strategic Planning, Financial Institutions, Vendor Management, Small Business Lending, Commercial Mortgages, Investments, Leadership, Teamwork, Funds Transfer Pricing, Customer Profitability, Derivatives, Interest Rate Swaps
Education
Virginia Polytechnic Institute and State University 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Dayton 1985 — 1989
Bachelor's Degree, Accounting
Robert Dwyer Robert Dwyer's BNY Mellon Experience January 1990 - December 1991
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company June 2001 - December 2008
Wachovia, A Wells Fargo Company January 1992 - May 2001
BNY Mellon January 1990 - December 1991
BNY Mellon January 1986 - December 1990
BNY Mellon April 1984 - December 1985
Skills
Trade Finance, Underwriting, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Credit, Risk Management, Branch Banking, Vendor Management, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Payments, Loans, SDLC, Loan Origination, Strategy, Relationship Management, Financial Services, Finance, Investments, Commercial Lending, Investment Banking, Credit Risk, Program Management, Process Improvement, Business Strategy, Financial Risk, Business Analysis, Insurance, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University of Connecticut 1971 — 1974
BS, Finance
Avon High School
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company June 2001 - December 2008
Wachovia, A Wells Fargo Company January 1992 - May 2001
BNY Mellon January 1990 - December 1991
BNY Mellon January 1986 - December 1990
BNY Mellon April 1984 - December 1985
Skills
Trade Finance, Underwriting, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Credit, Risk Management, Branch Banking, Vendor Management, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Payments, Loans, SDLC, Loan Origination, Strategy, Relationship Management, Financial Services, Finance, Investments, Commercial Lending, Investment Banking, Credit Risk, Program Management, Process Improvement, Business Strategy, Financial Risk, Business Analysis, Insurance, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University of Connecticut 1971 — 1974
BS, Finance
Avon High School
Josh Koenig's BNY Mellon Experience June 2012 - October 2012
Job Business Analyst (Contractor) at Highmark
Industry Information Technology and Services
Experience
Highmark March 2014 - February 2015
PNC September 2013 - December 2013
Highmark November 2012 - July 2013
BNY Mellon June 2012 - October 2012
Federated Investors, Inc. April 2011 - August 2011
Fidelity Bank, PaSB June 2010 - August 2010
Skills
SDLC, Agile & Waterfall..., Database Management, Requirements Gathering, Project Management, Business Writing, Interpersonal..., Microsoft Office, Process Diagraming, Microsoft Excel, SQL, Visio, Relational Databases, Java, Business Analysis, Interpersonal...
Education
University of Dayton 2008 — 2012
Bachelor of Science (B.S.), Management of Information Systems
Vincentian Academy
Highmark March 2014 - February 2015
PNC September 2013 - December 2013
Highmark November 2012 - July 2013
BNY Mellon June 2012 - October 2012
Federated Investors, Inc. April 2011 - August 2011
Fidelity Bank, PaSB June 2010 - August 2010
Skills
SDLC, Agile & Waterfall..., Database Management, Requirements Gathering, Project Management, Business Writing, Interpersonal..., Microsoft Office, Process Diagraming, Microsoft Excel, SQL, Visio, Relational Databases, Java, Business Analysis, Interpersonal...
Education
University of Dayton 2008 — 2012
Bachelor of Science (B.S.), Management of Information Systems
Vincentian Academy
Kara McKeon's BNY Mellon Experience September 2014 - Present
Job Auditor I Audit Associate at BNY Mellon
Industry Accounting
Experience
BNY Mellon September 2014 - Present
BNY Mellon January 2014 - August 2014
BNY Mellon June 2013 - November 2013
Sun and Surf Beach Club May 2010 - September 2012
Skills
Oral & Written..., Eagerness to Learn, Highly responsible, Motivation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Project Management, Financial Analysis, Finance
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance, General
CAPA International Education 2011 — 2011
International Business
BNY Mellon September 2014 - Present
BNY Mellon January 2014 - August 2014
BNY Mellon June 2013 - November 2013
Sun and Surf Beach Club May 2010 - September 2012
Skills
Oral & Written..., Eagerness to Learn, Highly responsible, Motivation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Project Management, Financial Analysis, Finance
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance, General
CAPA International Education 2011 — 2011
International Business
Linda Malaspina Linda Malaspina's BNY Mellon Experience February 2013 - Present
Job at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2013 - Present
Duquesne University Paralegal Institute March 2011 - December 2012
American Home Mortgage January 2005 - January 2007
PA Mortgage Network January 2003 - January 2005
Skills
Underwriting, FHA, Loans
Education
Duquesne University Paralegal Institute 2011 — 2012
Certificate, Paralegal
University of Dayton 1997 — 2001
Bachelor of Arts (B.A.), Political Science
BNY Mellon February 2013 - Present
Duquesne University Paralegal Institute March 2011 - December 2012
American Home Mortgage January 2005 - January 2007
PA Mortgage Network January 2003 - January 2005
Skills
Underwriting, FHA, Loans
Education
Duquesne University Paralegal Institute 2011 — 2012
Certificate, Paralegal
University of Dayton 1997 — 2001
Bachelor of Arts (B.A.), Political Science
Joshua Wilcoxson Joshua Wilcoxson's BNY Mellon Experience April 2009 - October 2009
Job Financial Advisor at Wilcoxson Wealth Management
Industry Financial Services
Experience
Commonwealth Financial Network January 2010 - Present
BNY Mellon April 2009 - October 2009
BNY Mellon April 2007 - March 2009
Skills
Retirement Planning, Retirement Plan..., Investment Advisory, Fiduciary Services, Asset Allocation, Estate Planning, Saving for Education
Education
University of Colorado at Boulder 1996 — 2000
Commonwealth Financial Network January 2010 - Present
BNY Mellon April 2009 - October 2009
BNY Mellon April 2007 - March 2009
Skills
Retirement Planning, Retirement Plan..., Investment Advisory, Fiduciary Services, Asset Allocation, Estate Planning, Saving for Education
Education
University of Colorado at Boulder 1996 — 2000
Samuel Chun Samuel Chun's BNY Mellon Experience April 2011 - June 2013
Job IT CONSULTANT/FREELANCE CONTRACTOR
Industry Information Technology and Services
Experience
"Self Employed" January 2009 - Present
Intercultural Family Services October 2013 - May 2014
BNY MELLON April 2011 - June 2013
SPONSORED WHIPS LLC. September 2010 - February 2011
CABLENET SERVICES INC. September 2005 - January 2010
Skills
System Administration, Banking, Program Management, Training, Research, Access, Computer Network...
Education
CONCORD HIGH SCHOOL 1999 — 2003
University of Delaware
Mechanical Engineering
"Self Employed" January 2009 - Present
Intercultural Family Services October 2013 - May 2014
BNY MELLON April 2011 - June 2013
SPONSORED WHIPS LLC. September 2010 - February 2011
CABLENET SERVICES INC. September 2005 - January 2010
Skills
System Administration, Banking, Program Management, Training, Research, Access, Computer Network...
Education
CONCORD HIGH SCHOOL 1999 — 2003
University of Delaware
Mechanical Engineering
Jared Savage Jared Savage's BNY Mellon Experience January 2010 - Present
Job VicePresident/Team Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2010 - Present
BNY Mellon February 2005 - December 2009
Education
University of Delaware 2000 — 2004
Bachelor of Arts (BA), Economics
BNY Mellon January 2010 - Present
BNY Mellon February 2005 - December 2009
Education
University of Delaware 2000 — 2004
Bachelor of Arts (BA), Economics
Charley Ward's BNY Mellon Experience July 2015 - Present
Job Accountant
Industry Accounting
Experience
BNY Mellon July 2015 - Present
Commonwealth Trust Company October 2014 - July 2015
Commonwealth Trust Company February 2013 - October 2014
Skills
CCH ProSystem fx, QuickBooks, Microsoft Excel, Accounting, Quality Assurance, Auditing, Financial Reporting, Financial Analysis, Access, Microsoft Office, PowerPoint, Microsoft Word, Internal Controls, GAAP, General Ledger, Financial Accounting, Payroll, Peachtree
Education
University of Delaware 2006 — 2010
Bachelors, Accounting
Mount Pleasant High School 2002 — 2006
Accounting and Business/Management
BNY Mellon July 2015 - Present
Commonwealth Trust Company October 2014 - July 2015
Commonwealth Trust Company February 2013 - October 2014
Skills
CCH ProSystem fx, QuickBooks, Microsoft Excel, Accounting, Quality Assurance, Auditing, Financial Reporting, Financial Analysis, Access, Microsoft Office, PowerPoint, Microsoft Word, Internal Controls, GAAP, General Ledger, Financial Accounting, Payroll, Peachtree
Education
University of Delaware 2006 — 2010
Bachelors, Accounting
Mount Pleasant High School 2002 — 2006
Accounting and Business/Management
Ann Kyne Ann Kyne's BNY Mellon Experience May 2014 - August 2014
Job Commercial Associate at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2015 - Present
Flyer Angels August 2013 - May 2015
Flyer Consulting March 2013 - May 2015
BNY Mellon May 2014 - August 2014
UD Micro-Company Start-up August 2012 - April 2013
Skills
Foundation Center, Nonprofits, Entrepreneurship, Guidestar, Business Intelligence, Leadership, Public Speaking, Team Leadership, Teamwork, Research, Marketing, Microsoft Word
Education
University of Dayton 2011 — 2015
Bachelor of Science in Business Administration, Finance, Entrepreneurship, and Accounting
Seton-La Salle High School 2007 — 2011
Fifth Third Bank June 2015 - Present
Flyer Angels August 2013 - May 2015
Flyer Consulting March 2013 - May 2015
BNY Mellon May 2014 - August 2014
UD Micro-Company Start-up August 2012 - April 2013
Skills
Foundation Center, Nonprofits, Entrepreneurship, Guidestar, Business Intelligence, Leadership, Public Speaking, Team Leadership, Teamwork, Research, Marketing, Microsoft Word
Education
University of Dayton 2011 — 2015
Bachelor of Science in Business Administration, Finance, Entrepreneurship, and Accounting
Seton-La Salle High School 2007 — 2011
Daniel DiCicco Daniel DiCicco's BNY Mellon Experience March 2012 - August 2012
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
Moody's Investors Service June 2014 - July 2015
Marubeni Corporation June 2013 - August 2013
Alternative Investment Exchange December 2012 - April 2013
BNY Mellon March 2012 - August 2012
Sica Wealth Management August 2010 - December 2011
OZ Development, Inc. May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Schwab Institutional..., Excel, Hedge Funds, Portfolio Management, Research, Trading, Financial Modeling, Financial Analysis, Financial Services, Quantitative Research, Investments, Alternative Investment..., Fund Of Funds, Data Analysis, Equities, Options, Equity Trading, Equity Valuation, Equity Research, Analysis, Economics, Alternative Investments, Capital Markets, Financial Risk, Microsoft Excel, Financial Statement..., Valuation
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (M.B.A.), Finance, GPA: 3.7
The University of Connecticut 2007 — 2010
Bachelor of Arts, Communications
RBC Capital Markets August 2015 - Present
Moody's Investors Service June 2014 - July 2015
Marubeni Corporation June 2013 - August 2013
Alternative Investment Exchange December 2012 - April 2013
BNY Mellon March 2012 - August 2012
Sica Wealth Management August 2010 - December 2011
OZ Development, Inc. May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Schwab Institutional..., Excel, Hedge Funds, Portfolio Management, Research, Trading, Financial Modeling, Financial Analysis, Financial Services, Quantitative Research, Investments, Alternative Investment..., Fund Of Funds, Data Analysis, Equities, Options, Equity Trading, Equity Valuation, Equity Research, Analysis, Economics, Alternative Investments, Capital Markets, Financial Risk, Microsoft Excel, Financial Statement..., Valuation
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (M.B.A.), Finance, GPA: 3.7
The University of Connecticut 2007 — 2010
Bachelor of Arts, Communications
Richard Grunder's BNY Mellon Experience April 2006 - December 2009
Job Executive Director at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
Ronald Samnik Ronald Samnik's BNY Mellon Experience May 1988 - November 1990
Job Executive Advisory Board Member at Greater Cleveland Veterans Business Resource Council (GCVBRC)
Industry Management Consulting
Experience
Greater Cleveland Veterans Business Resource Council (GCVBRC) January 2012 - Present
FSBA, LLC January 2011 - Present
F & S Landscaping and Property Maintenance May 2003 - December 2011
Benedictine High School August 2008 - January 2011
St. Justine Martyr Church & SMM-SJM Elelmentary School May 2006 - January 2009
Myers University (now Chancellor University) January 2001 - June 2002
Manheim Advertising December 1994 - December 2000
KeyBank December 1990 - November 1994
BNY Mellon May 1988 - November 1990
Marketeam Associates September 1985 - January 1988
Skills
Financial Reporting, Internal Controls, Financial Analysis, External Reporting, Strategic Planning, Employee/Labor Relations, Fund Accounting, Cost Accounting, Budgeting, SEC reporting, Supply Chain Management, Facilities Management, Transportation..., Mergers and Acquisitions, Employee Benefits, Treasury Management, Network Administration, IT Systems Implementaion, Banking Relationships, Business Start-ups, Dashboards / KPI's, Accounting, Financial Management, Administration, Non-profits, Manufacturing, Forecasting, Team Building, Management Consulting, Financial Modeling, Operations Management, Contract Negotiation, Change Management, Quickbooks, Process Improvement, Coaching, Marketing Strategy, Risk Management
Education
University of Dayton 1966 — 1974
BBA University of Dayton, Accounting
Chanel High School 1962 — 1966
High School Diploma, College Prep
Greater Cleveland Veterans Business Resource Council (GCVBRC) January 2012 - Present
FSBA, LLC January 2011 - Present
F & S Landscaping and Property Maintenance May 2003 - December 2011
Benedictine High School August 2008 - January 2011
St. Justine Martyr Church & SMM-SJM Elelmentary School May 2006 - January 2009
Myers University (now Chancellor University) January 2001 - June 2002
Manheim Advertising December 1994 - December 2000
KeyBank December 1990 - November 1994
BNY Mellon May 1988 - November 1990
Marketeam Associates September 1985 - January 1988
Skills
Financial Reporting, Internal Controls, Financial Analysis, External Reporting, Strategic Planning, Employee/Labor Relations, Fund Accounting, Cost Accounting, Budgeting, SEC reporting, Supply Chain Management, Facilities Management, Transportation..., Mergers and Acquisitions, Employee Benefits, Treasury Management, Network Administration, IT Systems Implementaion, Banking Relationships, Business Start-ups, Dashboards / KPI's, Accounting, Financial Management, Administration, Non-profits, Manufacturing, Forecasting, Team Building, Management Consulting, Financial Modeling, Operations Management, Contract Negotiation, Change Management, Quickbooks, Process Improvement, Coaching, Marketing Strategy, Risk Management
Education
University of Dayton 1966 — 1974
BBA University of Dayton, Accounting
Chanel High School 1962 — 1966
High School Diploma, College Prep
Jonathan Roth, CFA's BNY Mellon Experience October 2011 - Present
Job Senior Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
BNY Mellon August 2010 - October 2011
BlackRock October 2007 - August 2010
Wilmington Trust February 2006 - October 2007
Skills
Data Analysis, Performance Metrics, Data Reconciliation, Training, Investment Management, SQL, Database Administration, Microsoft Excel, Microsoft Office 2007
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Finance, Economics
University of Delaware Lerner College of Business 2001 — 2005
BS, Finance; Economics
BNY Mellon October 2011 - Present
BNY Mellon August 2010 - October 2011
BlackRock October 2007 - August 2010
Wilmington Trust February 2006 - October 2007
Skills
Data Analysis, Performance Metrics, Data Reconciliation, Training, Investment Management, SQL, Database Administration, Microsoft Excel, Microsoft Office 2007
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Finance, Economics
University of Delaware Lerner College of Business 2001 — 2005
BS, Finance; Economics
Christine Schaub's BNY Mellon Experience March 2004 - March 2014
Job Vice President Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
BNY Mellon March 2004 - March 2014
Fifth Third Bank September 1989 - March 2004
Skills
Customer Service, Banking, Finance, Sales, Budgets, Teaching, Negotiation, Leadership, Risk Management, Credit, Team Building, Investments, Securities, Management
Education
University of Cincinnati College of Business 1982 — 1989
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
J.P. Morgan March 2014 - Present
BNY Mellon March 2004 - March 2014
Fifth Third Bank September 1989 - March 2004
Skills
Customer Service, Banking, Finance, Sales, Budgets, Teaching, Negotiation, Leadership, Risk Management, Credit, Team Building, Investments, Securities, Management
Education
University of Cincinnati College of Business 1982 — 1989
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Rich Menia Rich Menia's BNY Mellon Experience March 2014 - Present
Job Senior Account Administrator, Mutual Fund Custody at BNY Mellon
Industry Investment Management
Experience
BNY Mellon March 2014 - Present
SunTrust Bank May 2011 - February 2014
Sears Holdings Corporation June 2010 - May 2011
Skills
Customer Service, Cash Handling, Direct Sales, Cash Flow, Loans, Credit, Finance, Auditing, Financial Risk, Analytics, Market Analysis, Operational Efficiency, Analysis
Education
University of Central Florida - College of Business Administration 2006 — 2013
Bachelors of Science Business Administration (B.S.B.A.), Finance
BNY Mellon March 2014 - Present
SunTrust Bank May 2011 - February 2014
Sears Holdings Corporation June 2010 - May 2011
Skills
Customer Service, Cash Handling, Direct Sales, Cash Flow, Loans, Credit, Finance, Auditing, Financial Risk, Analytics, Market Analysis, Operational Efficiency, Analysis
Education
University of Central Florida - College of Business Administration 2006 — 2013
Bachelors of Science Business Administration (B.S.B.A.), Finance
Sean Meehan's BNY Mellon Experience February 2015 - Present
Job Associate
Industry Financial Services
Experience
CAIS Group July 2015 - Present
BNY Mellon February 2015 - Present
BNY Mellon July 2013 - Present
Comcast August 2012 - December 2012
Comcast June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Public Relations, Press Releases, Social Media, PowerPoint, Public Speaking, Facebook, Event Planning, Social Networking, Fundraising, Research, Microsoft Excel, Editing, Customer Service, Event Management, Time Management
Education
The University of Connecticut 2010 — 2013
BS, Political Science
CAIS Group July 2015 - Present
BNY Mellon February 2015 - Present
BNY Mellon July 2013 - Present
Comcast August 2012 - December 2012
Comcast June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Public Relations, Press Releases, Social Media, PowerPoint, Public Speaking, Facebook, Event Planning, Social Networking, Fundraising, Research, Microsoft Excel, Editing, Customer Service, Event Management, Time Management
Education
The University of Connecticut 2010 — 2013
BS, Political Science
Rudy Martinez MSA Rudy Martinez MSA's BNY Mellon Experience December 2012 - Present
Job Senior Fund Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon December 2012 - Present
Bright House Networks September 2011 - December 2012
CompuCom March 2006 - March 2011
Junior Achievement September 2010 - December 2010
Skills
Leadership, Networking, Technical Support, Operating Systems, Software Documentation, Microsoft Office, Microsoft Excel, Customer Service, Disaster Recovery, Accounting, Laptops, Visual Basic, Windows, Project Management, Team Building, Financial Analysis, Program Management, Troubleshooting, PowerPoint, Team Management, Outlook, Web Applications, VMware, Cisco Technologies, Process Improvement, Active Directory, Budgets, Management, XP, Microsoft Word, Information Technology, Computer Hardware, Telecommunications, Windows 7, Vendor Management, Finance, Software Installation, Access, System Administration, Windows Server, MySQL, Integration, IT Service Management, Microsoft Exchange
Education
Kaplan University-Davenport Campus 2013 — 2014
Master of Science (M.S.), Accounting
University of Central Florida - College of Business Administration 2010 — 2012
B.S.B.A, Accounting and Finance
Seminole State College 2008 — 2010
Associates of Arts, General Studies
Techtrain 2000 — 2001
Comp Tia A+ certificate, Information Technology
BNY Mellon December 2012 - Present
Bright House Networks September 2011 - December 2012
CompuCom March 2006 - March 2011
Junior Achievement September 2010 - December 2010
Skills
Leadership, Networking, Technical Support, Operating Systems, Software Documentation, Microsoft Office, Microsoft Excel, Customer Service, Disaster Recovery, Accounting, Laptops, Visual Basic, Windows, Project Management, Team Building, Financial Analysis, Program Management, Troubleshooting, PowerPoint, Team Management, Outlook, Web Applications, VMware, Cisco Technologies, Process Improvement, Active Directory, Budgets, Management, XP, Microsoft Word, Information Technology, Computer Hardware, Telecommunications, Windows 7, Vendor Management, Finance, Software Installation, Access, System Administration, Windows Server, MySQL, Integration, IT Service Management, Microsoft Exchange
Education
Kaplan University-Davenport Campus 2013 — 2014
Master of Science (M.S.), Accounting
University of Central Florida - College of Business Administration 2010 — 2012
B.S.B.A, Accounting and Finance
Seminole State College 2008 — 2010
Associates of Arts, General Studies
Techtrain 2000 — 2001
Comp Tia A+ certificate, Information Technology
Jeff Joehnk Jeff Joehnk's BNY Mellon Experience January 2014 - Present
Job CQI Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2014 - Present
First Financial Bank April 2009 - February 2013
USBank June 1999 - October 2008
Skills
2011 Illuminations..., 4 time Annual Pinnacle..., Sales Management, Banking, Time Management, Loans, Sales Process, Credit, Mortgage Lending, Customer Service, Organization
Education
University of Cincinnati 1992 — 1998
BFA, Art History
BNY Mellon January 2014 - Present
First Financial Bank April 2009 - February 2013
USBank June 1999 - October 2008
Skills
2011 Illuminations..., 4 time Annual Pinnacle..., Sales Management, Banking, Time Management, Loans, Sales Process, Credit, Mortgage Lending, Customer Service, Organization
Education
University of Cincinnati 1992 — 1998
BFA, Art History
Ania Karcher's BNY Mellon Experience June 2008 - February 2010
Job Financial Services Professional
Industry Financial Services
Experience
Goldman Sachs February 2010 - July 2011
BNY Mellon June 2008 - February 2010
Skills
Digital Photography, Microsoft Office, DTC, Fixed Income, Strategy, Corporate Actions, Bloomberg, Equities, Capital Markets, Prime Brokerage, Securities, Bonds, Investment Banking, Financial Analysis, Settlement, Securities Lending
Education
University of Delaware 2004 — 2008
BA, International Relations, Economics
Goldman Sachs February 2010 - July 2011
BNY Mellon June 2008 - February 2010
Skills
Digital Photography, Microsoft Office, DTC, Fixed Income, Strategy, Corporate Actions, Bloomberg, Equities, Capital Markets, Prime Brokerage, Securities, Bonds, Investment Banking, Financial Analysis, Settlement, Securities Lending
Education
University of Delaware 2004 — 2008
BA, International Relations, Economics
Donald Hill Donald Hill's BNY Mellon Experience 2012 - 2014
Job Treasurer FWP
Industry Investment Management
Experience
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
Carlos M. Lopez's BNY Mellon Experience July 2011 - June 2015
Job Senior Project Manager at CBRE
Industry Facilities Services
Experience
CBRE July 2015 - Present
BNY Mellon July 2011 - June 2015
Diversified Project Management January 2011 - July 2011
Fidelity Investments - Fidelity Real Estate Corporation March 2000 - December 2008
Dean Architectural Alliance August 1998 - November 1999
Federal Reserve Bank of Boston February 1990 - August 1998
Skills
Construction, Interior Design, Space Planning, Budgeting, Facilities Management
Education
University of Colorado Denver
Master of Architecture (M.Arch.), Architecture
CBRE July 2015 - Present
BNY Mellon July 2011 - June 2015
Diversified Project Management January 2011 - July 2011
Fidelity Investments - Fidelity Real Estate Corporation March 2000 - December 2008
Dean Architectural Alliance August 1998 - November 1999
Federal Reserve Bank of Boston February 1990 - August 1998
Skills
Construction, Interior Design, Space Planning, Budgeting, Facilities Management
Education
University of Colorado Denver
Master of Architecture (M.Arch.), Architecture
Terry Upshur Terry Upshur's BNY Mellon Experience October 2007 - April 2011
Job Business and Sales Strategy Analyst II at PNC Bank
Industry Banking
Experience
PNC Bank January 2015 - Present
J.P. Morgan Chase September 2013 - January 2015
J.P. Morgan Chase May 2012 - September 2013
JPMorgan Chase April 2011 - May 2012
BNY Mellon October 2007 - April 2011
Bank of America March 2006 - October 2007
Skills
Bloomberg, Reconciliation, Bonds, Payments, Financial Analysis, Financial Reporting, Outlook, Risk Management, Equities, Access, Mutual Funds, Banking, Excel, Asset Management, Microsoft Office, PowerPoint, Accounting, Credit, Fixed Income, Securities, Customer Service, Analysis, Problem Solving, Forecasting, Data Analysis, Mergers, Investments, Compliance, SharePoint, Project Management Tools, Project Management, DTC, Account Reconciliation, Investment Banking, Corporate Actions
Education
Wilmington University 2008 — 2011
MBA, Organizational Leadership
University of Delaware - Lerner College of Business and Economics 2002 — 2007
Bachelor of Science, Finance and Economics
PNC Bank January 2015 - Present
J.P. Morgan Chase September 2013 - January 2015
J.P. Morgan Chase May 2012 - September 2013
JPMorgan Chase April 2011 - May 2012
BNY Mellon October 2007 - April 2011
Bank of America March 2006 - October 2007
Skills
Bloomberg, Reconciliation, Bonds, Payments, Financial Analysis, Financial Reporting, Outlook, Risk Management, Equities, Access, Mutual Funds, Banking, Excel, Asset Management, Microsoft Office, PowerPoint, Accounting, Credit, Fixed Income, Securities, Customer Service, Analysis, Problem Solving, Forecasting, Data Analysis, Mergers, Investments, Compliance, SharePoint, Project Management Tools, Project Management, DTC, Account Reconciliation, Investment Banking, Corporate Actions
Education
Wilmington University 2008 — 2011
MBA, Organizational Leadership
University of Delaware - Lerner College of Business and Economics 2002 — 2007
Bachelor of Science, Finance and Economics
Anthony Coppolino Anthony Coppolino's BNY Mellon Experience May 2015 - Present
Job Credit Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon October 2013 - May 2015
BNY Mellon April 2013 - October 2013
BNY Mellon June 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Accounting, Risk Management, Financial Analysis, Financial Modeling, Trading, VBA, Credit Risk, Banking, Management
Education
University of Dayton 2007 — 2011
Bachelor of Science (B.S.), Finance, General
BNY Mellon May 2015 - Present
BNY Mellon October 2013 - May 2015
BNY Mellon April 2013 - October 2013
BNY Mellon June 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Accounting, Risk Management, Financial Analysis, Financial Modeling, Trading, VBA, Credit Risk, Banking, Management
Education
University of Dayton 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Bianca Vaghji Bianca Vaghji's BNY Mellon Experience May 2010 - September 2010
Job Asset Management Campus Recruiting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP December 2013 - January 2014
Cleary Gottlieb Steen & Hamilton LLP April 2012 - December 2013
Morgan Stanley June 2011 - April 2012
BNY Mellon May 2010 - September 2010
Quest Resource Group April 2009 - September 2009
Stone Harbor Investment Partners June 2008 - September 2009
Skills
Recruiting, Human Resources, Onboarding, Applicant Tracking..., PowerPoint, Outlook, Microsoft Excel, Talent Acquisition, Employee Relations, Microsoft Office, College Recruiting, Microsoft Word, SDLC, Performance Management, Employee Benefits
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Human Development and Family Studies, General
J.P. Morgan January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP December 2013 - January 2014
Cleary Gottlieb Steen & Hamilton LLP April 2012 - December 2013
Morgan Stanley June 2011 - April 2012
BNY Mellon May 2010 - September 2010
Quest Resource Group April 2009 - September 2009
Stone Harbor Investment Partners June 2008 - September 2009
Skills
Recruiting, Human Resources, Onboarding, Applicant Tracking..., PowerPoint, Outlook, Microsoft Excel, Talent Acquisition, Employee Relations, Microsoft Office, College Recruiting, Microsoft Word, SDLC, Performance Management, Employee Benefits
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Human Development and Family Studies, General
Ryan McRedmond's BNY Mellon Experience June 2008 - August 2008
Job Senior Account Executive at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications September 2013 - Present
Windstream Communications September 2011 - Present
AXA Advisors May 2010 - August 2011
Clearbrook Global Advisors, LLC May 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Sales, Solution Selling, Financial Analysis, Account Management, Strategic Financial..., Financial Modeling, Finance, CRM, Investments, Asset Managment, Access, Marketing, Business Development, Microsoft Excel, b2b sales, B2B, Managed Services, Cold Calling
Education
The University of Connecticut 2006 — 2010
B.S., Finance
Windstream Communications September 2013 - Present
Windstream Communications September 2011 - Present
AXA Advisors May 2010 - August 2011
Clearbrook Global Advisors, LLC May 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Sales, Solution Selling, Financial Analysis, Account Management, Strategic Financial..., Financial Modeling, Finance, CRM, Investments, Asset Managment, Access, Marketing, Business Development, Microsoft Excel, b2b sales, B2B, Managed Services, Cold Calling
Education
The University of Connecticut 2006 — 2010
B.S., Finance
Shaana Nicole Roy Shaana Nicole Roy's BNY Mellon Experience September 2004 - Present
Job Client Support Manager BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2004 - Present
In the Upper Room Outreach Ministries June 2000 - Present
Skills
Project Management, Social Media, Microsoft Excel, Public Speaking, Public Relations, Customer Service, Event Planning, Social Networking, Editing, Fundraising, Nonprofits, Leadership, Strategic Planning, Event Management, Management
Education
University of Delaware
B.A. Communication, French & Communication
BNY Mellon September 2004 - Present
In the Upper Room Outreach Ministries June 2000 - Present
Skills
Project Management, Social Media, Microsoft Excel, Public Speaking, Public Relations, Customer Service, Event Planning, Social Networking, Editing, Fundraising, Nonprofits, Leadership, Strategic Planning, Event Management, Management
Education
University of Delaware
B.A. Communication, French & Communication
Ken Vallen Ken Vallen's BNY Mellon Experience April 2006 - January 2011
Job Vice President at ACE Group
Industry Financial Services
Experience
ACE Group December 2014 - Present
AIG May 2012 - November 2014
Citi January 2011 - April 2012
BNY Mellon April 2006 - January 2011
UBS August 2001 - April 2006
Skills
Product Management, Product Development, Liquidity Management, Deposits, Pricing Strategy, Product Marketing, Market Analysis, Project Management, Project Planning, Business Strategy, Process Improvement, Strategy, Data Analysis, Management, SWIFT payments, Financial Analysis, Business Analysis, Cash Management, Liquidity, Financial Services, Securities, Treasury Management, Business Process, Relationship Management, Analytics, Competitive Analysis, Cross-functional Team..., Pricing, Treasury Services, Payments, Capital Markets, Banking, Investments, Treasury, Sales, Business Development
Education
University of Connecticut 2002 — 2005
MBA, Corporate Finance
University of Florida 1996 — 2000
BSBA, Decision and Information Sciences
ACE Group December 2014 - Present
AIG May 2012 - November 2014
Citi January 2011 - April 2012
BNY Mellon April 2006 - January 2011
UBS August 2001 - April 2006
Skills
Product Management, Product Development, Liquidity Management, Deposits, Pricing Strategy, Product Marketing, Market Analysis, Project Management, Project Planning, Business Strategy, Process Improvement, Strategy, Data Analysis, Management, SWIFT payments, Financial Analysis, Business Analysis, Cash Management, Liquidity, Financial Services, Securities, Treasury Management, Business Process, Relationship Management, Analytics, Competitive Analysis, Cross-functional Team..., Pricing, Treasury Services, Payments, Capital Markets, Banking, Investments, Treasury, Sales, Business Development
Education
University of Connecticut 2002 — 2005
MBA, Corporate Finance
University of Florida 1996 — 2000
BSBA, Decision and Information Sciences
Jane Giaquinto Jane Giaquinto's BNY Mellon Experience 2005 - 2007
Job Relationship Mgr, Banker/Credit/Investments, & COO: partner w/clients; achieve their financial, business & life goals
Industry Banking
Experience
Consulting 2012 - 2013
U.S. Trust, Bank of America Private Wealth Management 2010 - 2012
JP Morgan 2008 - 2009
BNY Mellon 2005 - 2007
Merrill Lynch 2000 - 2005
MBIA 1989 - 1998
Western & Southern Financial Group 1983 - 1988
Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets
Education
Xavier University - Williams College of Business
MBA, Finance
University of Cincinnati
BGS, Marketing and Economics
Consulting 2012 - 2013
U.S. Trust, Bank of America Private Wealth Management 2010 - 2012
JP Morgan 2008 - 2009
BNY Mellon 2005 - 2007
Merrill Lynch 2000 - 2005
MBIA 1989 - 1998
Western & Southern Financial Group 1983 - 1988
Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets
Education
Xavier University - Williams College of Business
MBA, Finance
University of Cincinnati
BGS, Marketing and Economics
Beth Sikma Beth Sikma's BNY Mellon Experience February 2011 - March 2015
Job Enterprise Compliance Representative at The Bancorp
Industry Financial Services
Experience
The Bancorp May 2015 - Present
BNY Mellon February 2011 - March 2015
PNC GIS February 2008 - February 2011
First Data Merchant Services May 2006 - February 2008
NCO Group February 2001 - October 2005
Skills
GENERAL: Microsoft..., Mutual Funds, Outlook, Access, Microsoft Excel, Microsoft Office, Risk Management, Microsoft Word, PowerPoint, Software Documentation, Administrative..., Customer Service, Process Improvement, Data Analysis, SharePoint, Office Management, Teamwork, Project Management, Insurance, System Administration, Analysis, Securities, Program Management, Policy, CRM, Team Building, Research, Project Planning, Back Office, Management, Training, Lotus Notes, Financial Services, Account Reconciliation, Finance, Budgets, PeopleSoft, Accounting, Banking, Administration, Accounts Payable, Time Management, Call Centers, Visio
Education
Widener University School of Law 2013 — 2016
Banking, Corporate, Finance, and Securities Law, 3.8
University of Delaware 1987 — 1999
Bachelor of Arts (B.A.), Psychology, 3.2
The Bancorp May 2015 - Present
BNY Mellon February 2011 - March 2015
PNC GIS February 2008 - February 2011
First Data Merchant Services May 2006 - February 2008
NCO Group February 2001 - October 2005
Skills
GENERAL: Microsoft..., Mutual Funds, Outlook, Access, Microsoft Excel, Microsoft Office, Risk Management, Microsoft Word, PowerPoint, Software Documentation, Administrative..., Customer Service, Process Improvement, Data Analysis, SharePoint, Office Management, Teamwork, Project Management, Insurance, System Administration, Analysis, Securities, Program Management, Policy, CRM, Team Building, Research, Project Planning, Back Office, Management, Training, Lotus Notes, Financial Services, Account Reconciliation, Finance, Budgets, PeopleSoft, Accounting, Banking, Administration, Accounts Payable, Time Management, Call Centers, Visio
Education
Widener University School of Law 2013 — 2016
Banking, Corporate, Finance, and Securities Law, 3.8
University of Delaware 1987 — 1999
Bachelor of Arts (B.A.), Psychology, 3.2
Sarah Reinhart Sarah Reinhart's BNY Mellon Experience June 2011 - August 2011
Job Vice President, Member Services at the Money Management Institute
Industry Financial Services
Experience
Money Management Institute January 2015 - Present
The Bancorp October 2013 - January 2015
The Bancorp September 2012 - October 2013
BNY Mellon June 2011 - August 2011
Pershing, a BNY Mellon company June 2010 - August 2010
Skills
Customer Service, Banking, Training, Management, Account Management, Wealth Management, Presentation Development, Internet Banking, Fraud Detection, Access, Financial Research, Loans, Project Management, Finance, Marketing, New Account Opening, Microsoft Excel, Relationship Management, Sales, Financial Services, Public Speaking, Leadership, PowerPoint
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Business Management
Money Management Institute January 2015 - Present
The Bancorp October 2013 - January 2015
The Bancorp September 2012 - October 2013
BNY Mellon June 2011 - August 2011
Pershing, a BNY Mellon company June 2010 - August 2010
Skills
Customer Service, Banking, Training, Management, Account Management, Wealth Management, Presentation Development, Internet Banking, Fraud Detection, Access, Financial Research, Loans, Project Management, Finance, Marketing, New Account Opening, Microsoft Excel, Relationship Management, Sales, Financial Services, Public Speaking, Leadership, PowerPoint
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Business Management
Jing Zhang，CPA Jing Zhang，CPA's BNY Mellon Experience May 2013 - December 2013
Job Financial Controller at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase January 2014 - Present
BNY Mellon May 2013 - December 2013
JPMorgan Chase October 2012 - February 2013
RBC July 2012 - October 2012
R E Williams Tax accounting firm July 2011 - December 2011
ET International, Inc July 2011 - August 2011
Nehemiah Gateway CDC January 2011 - April 2011
China Sinopec Group July 2009 - August 2009
Perjit Consulting Co January 2009 - March 2009
Skills
PowerPoint, Excel, Word, Microsoft Office, Eviews, proseries, Quickbooks, SAP, Access, SAS, S&P, Morningstar, Sarbanes-Oxley Act, Bloomberg, Camdidate of AICPA, ACCA, Microsoft Excel, QuickBooks, Account Reconciliation
Education
University of Delaware 2010 — 2012
master of accounting, accounting
Zhongnan University of Economics and Law 2006 — 2010
Bachelor's degree, Accounting
JPMorgan Chase January 2014 - Present
BNY Mellon May 2013 - December 2013
JPMorgan Chase October 2012 - February 2013
RBC July 2012 - October 2012
R E Williams Tax accounting firm July 2011 - December 2011
ET International, Inc July 2011 - August 2011
Nehemiah Gateway CDC January 2011 - April 2011
China Sinopec Group July 2009 - August 2009
Perjit Consulting Co January 2009 - March 2009
Skills
PowerPoint, Excel, Word, Microsoft Office, Eviews, proseries, Quickbooks, SAP, Access, SAS, S&P, Morningstar, Sarbanes-Oxley Act, Bloomberg, Camdidate of AICPA, ACCA, Microsoft Excel, QuickBooks, Account Reconciliation
Education
University of Delaware 2010 — 2012
master of accounting, accounting
Zhongnan University of Economics and Law 2006 — 2010
Bachelor's degree, Accounting
Fe Albay Fe Albay's BNY Mellon Experience March 1997 - May 1998
Job Business Process Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. January 2012 - January 2015
Accenture February 2006 - October 2009
American Express January 2003 - December 2005
American Express June 2001 - January 2003
American Express June 1998 - June 2001
BNY Mellon March 1997 - May 1998
Pennsylvania State University August 1995 - December 1997
University of Delaware August 1992 - August 1995
Skills
Credit Risk, Business Analysis, Risk Management, SAS, SQL, Word, Excel, Credit Cards, Requirements Analysis
Education
University of Delaware 1992 — 1995
Master of Science, Operations Research
University of the Philippines
Bachelor of Science, Industrial Engineering
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. January 2012 - January 2015
Accenture February 2006 - October 2009
American Express January 2003 - December 2005
American Express June 2001 - January 2003
American Express June 1998 - June 2001
BNY Mellon March 1997 - May 1998
Pennsylvania State University August 1995 - December 1997
University of Delaware August 1992 - August 1995
Skills
Credit Risk, Business Analysis, Risk Management, SAS, SQL, Word, Excel, Credit Cards, Requirements Analysis
Education
University of Delaware 1992 — 1995
Master of Science, Operations Research
University of the Philippines
Bachelor of Science, Industrial Engineering
John Polito John Polito's BNY Mellon Experience August 1999 - Present
Job MD at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 1999 - Present
Bear Stearns 1988 - 1997
Merrill Lynch Mortgage Corporation 1984 - 1987
Skills
ABS, Business Development, Capital Markets, CLO, Derivatives, Credit, Fixed Income, Securitization, Corporate Finance, Asset Management
Education
University of Connecticut 1979 — 1984
BA, Economics
Roger Ludlowe 1974 — 1979
HS
BNY Mellon August 1999 - Present
Bear Stearns 1988 - 1997
Merrill Lynch Mortgage Corporation 1984 - 1987
Skills
ABS, Business Development, Capital Markets, CLO, Derivatives, Credit, Fixed Income, Securitization, Corporate Finance, Asset Management
Education
University of Connecticut 1979 — 1984
BA, Economics
Roger Ludlowe 1974 — 1979
HS
Max Kenan's BNY Mellon Experience June 2012 - December 2012
Job Portfolio Accountant at CBRE Clarion Securities
Industry Accounting
Experience
CBREClarion Securities January 2013 - Present
BNY Mellon June 2012 - December 2012
The Bancorp Bank June 2011 - June 2012
Chili's January 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Access, Customer Service, Time Management, Public Speaking, Social Media, Leadership, Accounting
Education
University of Delaware 2008 — 2012
University of Delaware 2008 — 2012
Accounting and Finance
CBREClarion Securities January 2013 - Present
BNY Mellon June 2012 - December 2012
The Bancorp Bank June 2011 - June 2012
Chili's January 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Access, Customer Service, Time Management, Public Speaking, Social Media, Leadership, Accounting
Education
University of Delaware 2008 — 2012
University of Delaware 2008 — 2012
Accounting and Finance
David Csatari's BNY Mellon Experience 1996 - 2014
Job Banking & Securities at Deloitte
Industry Financial Services
Beth Buyse, PMP Beth Buyse, PMP's BNY Mellon Experience October 2001 - Present
Job Business Application Consultant
Industry Accounting
Experience
Rodan + Fields Dermatologists May 2014 - Present
BNY Mellon October 2001 - Present
Skills
Financial Services, Business Analysis, Process Improvement, Project Management, Financial Analysis, Accounting, Risk Management, Business Process..., Analysis, Finance, Marketing, Vendor Management, Customer Service
Education
University of Delaware 1997 — 2001
Bachelor of Science, Marketing
Rodan + Fields Dermatologists May 2014 - Present
BNY Mellon October 2001 - Present
Skills
Financial Services, Business Analysis, Process Improvement, Project Management, Financial Analysis, Accounting, Risk Management, Business Process..., Analysis, Finance, Marketing, Vendor Management, Customer Service
Education
University of Delaware 1997 — 2001
Bachelor of Science, Marketing
John DiSantis John DiSantis's BNY Mellon Experience December 2007 - June 2014
Job Fund Accountant at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2014 - Present
BNY Mellon December 2007 - June 2014
Bank of America June 2006 - November 2007
Skills
Operations Management, Fraud Detection, Security Training, Financial Analysis, Business Strategy, Organizational..., Equities, Account Reconciliation, Fixed Income, Mutual Funds, Financial Services, Investments, Accounting, Auditing, Trading, Corporate Actions, Fund Accounting, Financial Modeling, Analysis, General Ledger
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Delaware 2003 — 2007
BS, Business Administration and Management, General
Crescent Capital Group August 2014 - Present
BNY Mellon December 2007 - June 2014
Bank of America June 2006 - November 2007
Skills
Operations Management, Fraud Detection, Security Training, Financial Analysis, Business Strategy, Organizational..., Equities, Account Reconciliation, Fixed Income, Mutual Funds, Financial Services, Investments, Accounting, Auditing, Trading, Corporate Actions, Fund Accounting, Financial Modeling, Analysis, General Ledger
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Delaware 2003 — 2007
BS, Business Administration and Management, General
Michael Anthony Michael Anthony's BNY Mellon Experience September 2010 - Present
Job VP Global Product ManagerAlternative Investments; Derivative SME
Industry Financial Services
Experience
Bank of New York Mellon September 2010 - Present
BNY Mellon September 2010 - Present
Midtown Partners 2008 - 2010
American Stock Exchange 1991 - 2008
Skills
Product Development, Derivatives, Equities, Product Management, Capital Markets, Customer Relations, Fixed Income, Financial Markets, Trading, Banking, Portfolio Management, Risk Management, ETFs, Options, Hedge Funds, New Business Development, Corporate Finance, Investment Banking, Relationship Management, Securities, Bloomberg, Series 7, Alternative Investments
Education
The University of Connecticut 1981 — 1985
Bachelor of Science (BS), Finance, General
Bank of New York Mellon September 2010 - Present
BNY Mellon September 2010 - Present
Midtown Partners 2008 - 2010
American Stock Exchange 1991 - 2008
Skills
Product Development, Derivatives, Equities, Product Management, Capital Markets, Customer Relations, Fixed Income, Financial Markets, Trading, Banking, Portfolio Management, Risk Management, ETFs, Options, Hedge Funds, New Business Development, Corporate Finance, Investment Banking, Relationship Management, Securities, Bloomberg, Series 7, Alternative Investments
Education
The University of Connecticut 1981 — 1985
Bachelor of Science (BS), Finance, General
Ashley Velykis's BNY Mellon Experience August 2010 - April 2012
Job Senior Accountant at Institutional Financial Markets, Inc.
Industry Accounting
Experience
Institutional Financial Markets, Inc. (formerly Cohen & Company) October 2013 - Present
JPMorgan Chase May 2012 - October 2013
BNY Mellon August 2010 - April 2012
Stonemor Partners, L.P. June 2009 - September 2010
Horty & Horty. P.A. June 2008 - May 2009
Horty & Horty, P.A. January 2008 - April 2008
C.H. Robinson Worldwide, Inc. July 2007 - January 2008
Skills
Auditing, General Ledger, Cash, Reconciliations, Accounting, Investments, Excel, Microsoft Office, Asset Management, Mutual Funds, Financial Reporting, Compliance, Teamwork, Hedge Funds, Financial Accounting, Budgeting, SOX, Microsoft Excel, Hedge Fund Accounting, Alternative Investments, Critical Thinking, SAP, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Financial Statements
Education
University of Delaware 2004 — 2008
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting
Delsea Regional High School 2000 — 2004
Institutional Financial Markets, Inc. (formerly Cohen & Company) October 2013 - Present
JPMorgan Chase May 2012 - October 2013
BNY Mellon August 2010 - April 2012
Stonemor Partners, L.P. June 2009 - September 2010
Horty & Horty. P.A. June 2008 - May 2009
Horty & Horty, P.A. January 2008 - April 2008
C.H. Robinson Worldwide, Inc. July 2007 - January 2008
Skills
Auditing, General Ledger, Cash, Reconciliations, Accounting, Investments, Excel, Microsoft Office, Asset Management, Mutual Funds, Financial Reporting, Compliance, Teamwork, Hedge Funds, Financial Accounting, Budgeting, SOX, Microsoft Excel, Hedge Fund Accounting, Alternative Investments, Critical Thinking, SAP, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Financial Statements
Education
University of Delaware 2004 — 2008
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting
Delsea Regional High School 2000 — 2004
Edward G Mitchell Edward G Mitchell's BNY Mellon Experience March 2013 - Present
Job Business Analyst BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
JPMorgan Chase January 2004 - January 2013
Staples.com December 1999 - December 2003
Skills
Credit Risk, Credit, Risk Management, Treasury Services, Risk Reporting, Business Objects, Business Requirements, User Acceptance Testing, Microsoft Suite, Credit Analysis, Data Analysis, Business Analysis, Middle Office, IT Operations, Customer Service...
Education
The University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.)
BNY Mellon March 2013 - Present
JPMorgan Chase January 2004 - January 2013
Staples.com December 1999 - December 2003
Skills
Credit Risk, Credit, Risk Management, Treasury Services, Risk Reporting, Business Objects, Business Requirements, User Acceptance Testing, Microsoft Suite, Credit Analysis, Data Analysis, Business Analysis, Middle Office, IT Operations, Customer Service...
Education
The University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.)
Parvati Nimbargi Parvati Nimbargi's BNY Mellon Experience May 2012 - December 2012
Job Financial Service Business Analyst at University of Colorado Boulder
Industry Financial Services
Experience
University of Colorado Boulder July 2015 - Present
Frontier Airlines October 2014 - April 2015
University of Colorado Denver Business School March 2013 - October 2014
SquareTwo Financial June 2014 - July 2014
University of Colorado Denver Business School July 2013 - November 2013
University of Colorado Denver Business School January 2013 - February 2013
BNY Mellon May 2012 - December 2012
Bank of Maharashtra May 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Risk Management, Microsoft Office, Bloomberg, Morningstar, Investment Banking, Mergers & Acquisitions, Business Strategy, Portfolio Management, Banking, Account Reconciliation, Teamwork, Research, Leadership, •Currency derivatives..., CQG, R, Rigorous market..., Equity Research Analysis, Atlassian JIRA, Customer Service, Management, Finance, Data Analysis, Microsoft Excel, PowerPoint, Stata, JMP, SQL
Education
University of Colorado at Denver 2013 — 2015
Master’s Degree, Finance and Risk Management
University of Mumbai 2009 — 2011
MBA, Finance, General
University of Mumbai 2008 — 2009
M.Com, Commerce
University of Mumbai 2006 — 2008
B.COM, Banking & Insurance
University of Colorado Boulder July 2015 - Present
Frontier Airlines October 2014 - April 2015
University of Colorado Denver Business School March 2013 - October 2014
SquareTwo Financial June 2014 - July 2014
University of Colorado Denver Business School July 2013 - November 2013
University of Colorado Denver Business School January 2013 - February 2013
BNY Mellon May 2012 - December 2012
Bank of Maharashtra May 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Risk Management, Microsoft Office, Bloomberg, Morningstar, Investment Banking, Mergers & Acquisitions, Business Strategy, Portfolio Management, Banking, Account Reconciliation, Teamwork, Research, Leadership, •Currency derivatives..., CQG, R, Rigorous market..., Equity Research Analysis, Atlassian JIRA, Customer Service, Management, Finance, Data Analysis, Microsoft Excel, PowerPoint, Stata, JMP, SQL
Education
University of Colorado at Denver 2013 — 2015
Master’s Degree, Finance and Risk Management
University of Mumbai 2009 — 2011
MBA, Finance, General
University of Mumbai 2008 — 2009
M.Com, Commerce
University of Mumbai 2006 — 2008
B.COM, Banking & Insurance
Christine Frick Christine Frick's BNY Mellon Experience Mutual Funds AccountingBNY MellonJuly 2010 - Present
Job Mutual Funds Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Mutual Funds AccountingBNY MellonJuly 2010 - Present
Education
University of Delaware 1975 — 1979
Bachelor’s Degree, Banking and Financial Support Services
BNY Mellon Mutual Funds AccountingBNY MellonJuly 2010 - Present
Education
University of Delaware 1975 — 1979
Bachelor’s Degree, Banking and Financial Support Services
Anne Jupena's BNY Mellon Experience June 2015 - Present
Job Corporate Actions Senior Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
University of Dayton August 2012 - May 2015
F.N.B. Corporation May 2014 - December 2014
Willi's Ski Shop, Inc. September 2010 - January 2014
University of Dayton August 2012 - May 2013
Pine Springs Camp May 2011 - August 2012
Skills
Microsoft Word, Microsoft Office, Social Media, Facebook, Microsoft Excel, Public Speaking, PowerPoint, Time Management, Customer Service, Teamwork, Event Planning, Critical Thinking, Social Media Marketing, Access, Research
Education
University of Dayton 2011 — 2015
Bachelor of Science (BS), Finance, General
Greater Latrobe Senior High School 2007 — 2011
BNY Mellon June 2015 - Present
University of Dayton August 2012 - May 2015
F.N.B. Corporation May 2014 - December 2014
Willi's Ski Shop, Inc. September 2010 - January 2014
University of Dayton August 2012 - May 2013
Pine Springs Camp May 2011 - August 2012
Skills
Microsoft Word, Microsoft Office, Social Media, Facebook, Microsoft Excel, Public Speaking, PowerPoint, Time Management, Customer Service, Teamwork, Event Planning, Critical Thinking, Social Media Marketing, Access, Research
Education
University of Dayton 2011 — 2015
Bachelor of Science (BS), Finance, General
Greater Latrobe Senior High School 2007 — 2011
Christopher K Olsen Christopher K Olsen's BNY Mellon Experience April 2015 - Present
Job Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
BNY Mellon July 2013 - April 2015
BNY Mellon June 2012 - August 2012
BofA, Merrill Lynch December 2011 - February 2012
Skills
Bloomberg Terminal, Six Sigma, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Client Development, Client Prospecting, Client Relations Skills, Wealth Management..., Corporate Finance, Corporate Trust, Project Finance, Structured Finance, Fixed Income Products
Education
University of Delaware 2009 — 2013
Bachelor's Degree, Finance & Operations Management Double Major
BNY Mellon April 2015 - Present
BNY Mellon July 2013 - April 2015
BNY Mellon June 2012 - August 2012
BofA, Merrill Lynch December 2011 - February 2012
Skills
Bloomberg Terminal, Six Sigma, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Client Development, Client Prospecting, Client Relations Skills, Wealth Management..., Corporate Finance, Corporate Trust, Project Finance, Structured Finance, Fixed Income Products
Education
University of Delaware 2009 — 2013
Bachelor's Degree, Finance & Operations Management Double Major
Timothy Kennedy Timothy Kennedy's BNY Mellon Experience February 2003 - May 2008
Job Sales Consultant at ChemADVISOR, Inc.
Industry Chemicals
Experience
ChemADVISOR, Inc. January 2014 - Present
ComponentOne, a division of GrapeCity March 2009 - January 2014
Ariba May 2008 - October 2008
BNY Mellon February 2003 - May 2008
Skills
Account Management, Strategic Partnerships, New Business Development, Salesforce.com, Solution Selling, Cold Calling, Direct Sales, Sales, Sales Process, Selling, Sales Operations, CRM, Lead Generation, Product Marketing, Business Development, Jazz Dance, Management
Education
University of Dayton 1993 — 1997
Bachelor of Arts (B.A.), Communication Management
ChemADVISOR, Inc. January 2014 - Present
ComponentOne, a division of GrapeCity March 2009 - January 2014
Ariba May 2008 - October 2008
BNY Mellon February 2003 - May 2008
Skills
Account Management, Strategic Partnerships, New Business Development, Salesforce.com, Solution Selling, Cold Calling, Direct Sales, Sales, Sales Process, Selling, Sales Operations, CRM, Lead Generation, Product Marketing, Business Development, Jazz Dance, Management
Education
University of Dayton 1993 — 1997
Bachelor of Arts (B.A.), Communication Management
Michelle Minor Michelle Minor's BNY Mellon Experience November 2011 - Present
Job Client Services Onboarding Alternative Investments
Industry Financial Services
Experience
BNY Mellon November 2011 - Present
PNC April 2005 - November 2011
Bank of America March 2004 - March 2005
Bank of America January 2001 - March 2004
Bank of America December 1996 - January 2001
Skills
Alternative Investments, Client Services, Financial Services, Banking, Relationship Management, Management
Education
University of Delaware 1990 — 1995
Bachelor of Arts (BA), Art History, Criticism and Conservation
BNY Mellon November 2011 - Present
PNC April 2005 - November 2011
Bank of America March 2004 - March 2005
Bank of America January 2001 - March 2004
Bank of America December 1996 - January 2001
Skills
Alternative Investments, Client Services, Financial Services, Banking, Relationship Management, Management
Education
University of Delaware 1990 — 1995
Bachelor of Arts (BA), Art History, Criticism and Conservation
Mark B. Gonzalez's BNY Mellon Experience January 2013 - February 2014
Job Global Head of Bloomberg SSEOMS
Industry Financial Services
Experience
Bloomberg LP January 2015 - Present
Newedge March 2014 - December 2014
BNY Mellon January 2013 - February 2014
Ardmore Park Capital, LLC July 2010 - April 2012
Capstone Investment Advisors August 2004 - July 2010
Pioneer Futures, Inc August 1999 - August 2004
Skills
Derivatives, Options, Prime Brokerage, Asset Management, Hedge Funds, Proprietary Trading, Electronic Trading, Trading Systems, Series 7, Series 3, Valuation, Back Office, Asset Managment, Mutual Funds, Financial Structuring, Alternative Investments, Equities, Due Diligence, Mergers, Fund Structuring, Compliance
Education
The University of Connecticut 1993 — 1996
Bachelor of Arts, English
St. Benedict's Preparatory School 1988 — 1990
High School Diploma
Bloomberg LP January 2015 - Present
Newedge March 2014 - December 2014
BNY Mellon January 2013 - February 2014
Ardmore Park Capital, LLC July 2010 - April 2012
Capstone Investment Advisors August 2004 - July 2010
Pioneer Futures, Inc August 1999 - August 2004
Skills
Derivatives, Options, Prime Brokerage, Asset Management, Hedge Funds, Proprietary Trading, Electronic Trading, Trading Systems, Series 7, Series 3, Valuation, Back Office, Asset Managment, Mutual Funds, Financial Structuring, Alternative Investments, Equities, Due Diligence, Mergers, Fund Structuring, Compliance
Education
The University of Connecticut 1993 — 1996
Bachelor of Arts, English
St. Benedict's Preparatory School 1988 — 1990
High School Diploma
Fraser Graham Fraser Graham's BNY Mellon Experience August 2015 - Present
Job Attended University of Delaware
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Equinox Funds June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Golf, Team Leadership, Financial Research, PowerPoint, Outlook, Financial Analysis, Alternative Investments, Managed Futures, Commodity Pools, Mutual Funds, Fund Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS) Finance and Economics, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS) in Finance and Economics, Finance
BNY Mellon August 2015 - Present
Equinox Funds June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Golf, Team Leadership, Financial Research, PowerPoint, Outlook, Financial Analysis, Alternative Investments, Managed Futures, Commodity Pools, Mutual Funds, Fund Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS) Finance and Economics, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS) in Finance and Economics, Finance
Erin Gazica Erin Gazica's BNY Mellon Experience August 2015 - Present
Job Internal Communications Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
The American College of Financial Services February 2015 - July 2015
The American College of Financial Services June 2010 - January 2015
LRP Publications September 2006 - May 2009
The Observer Newspapers, Herndon, VA June 2004 - March 2006
Skills
Editing, Newsletters, Copy Editing, Magazines, Editorial, Direct Mail, Capital Campaigns, Creative Writing, News Writing, Board Relations, Event Planning, Annual Reports, Marketing Communications, Educational Fundraising, Nonprofits, Social Media, Speech Writing, Video Production, Websites, Email Marketing, Script-writing, Brochures, Higher Education, Public Relations, Strategic Communications, AP Style, Freelance Writing, Grant Writing, Video, Digital Media, Proofreading, Press Releases, Blogging, Fundraising, Feature Articles, Writing, Media Relations, Copywriting
Education
University of Delaware 2000 — 2004
BA, English, Journalism
BNY Mellon August 2015 - Present
The American College of Financial Services February 2015 - July 2015
The American College of Financial Services June 2010 - January 2015
LRP Publications September 2006 - May 2009
The Observer Newspapers, Herndon, VA June 2004 - March 2006
Skills
Editing, Newsletters, Copy Editing, Magazines, Editorial, Direct Mail, Capital Campaigns, Creative Writing, News Writing, Board Relations, Event Planning, Annual Reports, Marketing Communications, Educational Fundraising, Nonprofits, Social Media, Speech Writing, Video Production, Websites, Email Marketing, Script-writing, Brochures, Higher Education, Public Relations, Strategic Communications, AP Style, Freelance Writing, Grant Writing, Video, Digital Media, Proofreading, Press Releases, Blogging, Fundraising, Feature Articles, Writing, Media Relations, Copywriting
Education
University of Delaware 2000 — 2004
BA, English, Journalism
Damian C Gallagher's BNY Mellon Experience June 2014 - March 2015
Job Investment Analyst at New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company March 2015 - Present
BNY Mellon June 2014 - March 2015
Veltec INC. February 2014 - June 2014
TD May 2013 - October 2013
East of Maui May 2011 - September 2012
The Atlantic Remodeling Corporation January 2012 - March 2012
Education
University of Delaware 2010 — 2014
Bachelor of Science (BS), International Business and Finance, Graduate
New York Private Trust Company March 2015 - Present
BNY Mellon June 2014 - March 2015
Veltec INC. February 2014 - June 2014
TD May 2013 - October 2013
East of Maui May 2011 - September 2012
The Atlantic Remodeling Corporation January 2012 - March 2012
Education
University of Delaware 2010 — 2014
Bachelor of Science (BS), International Business and Finance, Graduate
Frank Pusateri's BNY Mellon Experience April 1994 - April 2014
Job Retired
Industry Financial Services
Experience
RETIRED April 2014 - Present
BNY Mellon April 1994 - April 2014
Skills
Customer Service, Sales, Social Media, Public Speaking, Banking, Microsoft Office, Portfolio Management, PowerPoint
Education
University of Connecticut 1971 — 1977
Bachelor's degree-Finance MBA 75% completed, Finance, General
RETIRED April 2014 - Present
BNY Mellon April 1994 - April 2014
Skills
Customer Service, Sales, Social Media, Public Speaking, Banking, Microsoft Office, Portfolio Management, PowerPoint
Education
University of Connecticut 1971 — 1977
Bachelor's degree-Finance MBA 75% completed, Finance, General
Erik Dudash Erik Dudash's BNY Mellon Experience June 2015 - Present
Job Lead Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Mergent, Inc. February 2015 - June 2015
Mergent, Inc. May 2014 - January 2015
Mergent, Inc. April 2013 - May 2014
Mergent, Inc. November 2011 - April 2013
AAA Southern New England May 2010 - August 2010
AAA Southern New England May 2009 - August 2009
AAA Southern New England May 2008 - August 2008
Cody White Funeral Home January 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Access, Research, Banking, Sound Engineering, Video Editing, Outlook, Dividends, Technology, Windows 7, Data Entry, Editing, Microsoft Word, Mac OS X, Mutual Funds, SQL, Financial Reporting, Equities, Troubleshooting, Securities, Databases, Data Feeds, Leadership, Customer Relations, Salesforce.com, Office 365, Stocks, Data Analysis, Time Management
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Business and Technology
Winthrop University 2012 — 2016
Master of Business Administration (MBA), Finance
BNY Mellon June 2015 - Present
Mergent, Inc. February 2015 - June 2015
Mergent, Inc. May 2014 - January 2015
Mergent, Inc. April 2013 - May 2014
Mergent, Inc. November 2011 - April 2013
AAA Southern New England May 2010 - August 2010
AAA Southern New England May 2009 - August 2009
AAA Southern New England May 2008 - August 2008
Cody White Funeral Home January 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Access, Research, Banking, Sound Engineering, Video Editing, Outlook, Dividends, Technology, Windows 7, Data Entry, Editing, Microsoft Word, Mac OS X, Mutual Funds, SQL, Financial Reporting, Equities, Troubleshooting, Securities, Databases, Data Feeds, Leadership, Customer Relations, Salesforce.com, Office 365, Stocks, Data Analysis, Time Management
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Business and Technology
Winthrop University 2012 — 2016
Master of Business Administration (MBA), Finance
Linh Pham Linh Pham's BNY Mellon Experience 2012 - 2012
Job Analyst at BlackRock
Industry Investment Banking
Experience
BlackRock March 2014 - Present
Davis Center for Portfolio Management May 2011 - Present
BlackRock 2013 - 2013
BNY Mellon 2012 - 2012
Century Securities Associates, Inc. June 2011 - August 2011
Davis Center for Portfolio Management November 2010 - April 2011
Skills
Bloomberg, Microsoft Office, Financial Modeling, Economics, PowerPoint
Education
University of Dayton 2010 — 2014
BS, Finance & Accounting
National Junior College 2005 — 2009
BlackRock March 2014 - Present
Davis Center for Portfolio Management May 2011 - Present
BlackRock 2013 - 2013
BNY Mellon 2012 - 2012
Century Securities Associates, Inc. June 2011 - August 2011
Davis Center for Portfolio Management November 2010 - April 2011
Skills
Bloomberg, Microsoft Office, Financial Modeling, Economics, PowerPoint
Education
University of Dayton 2010 — 2014
BS, Finance & Accounting
National Junior College 2005 — 2009
Christopher Seiler Christopher Seiler's BNY Mellon Experience May 2013 - September 2013
Job Experienced associate IT Audit and Assurance at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Whisman, Giordano & Associates, LLC January 2014 - March 2014
Concord Pet Foods and Supplies June 2012 - December 2013
BNY Mellon May 2013 - September 2013
Aflac June 2012 - September 2012
Laura's Fudge Shoppe June 2011 - September 2011
Sonic Drive-In July 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, Time Management, Microsoft Office, Bloomberg Software, Sales, Accounting, PowerPoint, Visual Basic, SQL/Database Design, Social Media, Networking, Internal Controls, IT Auditing
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor’s Degree, Accounting, 3.7 GPA
KPMG US July 2014 - Present
Whisman, Giordano & Associates, LLC January 2014 - March 2014
Concord Pet Foods and Supplies June 2012 - December 2013
BNY Mellon May 2013 - September 2013
Aflac June 2012 - September 2012
Laura's Fudge Shoppe June 2011 - September 2011
Sonic Drive-In July 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, Time Management, Microsoft Office, Bloomberg Software, Sales, Accounting, PowerPoint, Visual Basic, SQL/Database Design, Social Media, Networking, Internal Controls, IT Auditing
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor’s Degree, Accounting, 3.7 GPA
Franklin Pollina Franklin Pollina's BNY Mellon Experience June 2012 - May 2014
Job Fund Accountant at Gresham Investment
Industry Financial Services
Experience
Gresham Investment Management May 2014 - Present
BNY Mellon June 2012 - May 2014
Enterprise Holdings Inc. May 2011 - December 2011
Skills
Financial Statements, Data Analysis, General Ledger, Accruals, Journal Entries, Accounts Receivable, Account Reconciliation, Accounting, Accounts Payable, Bank Reconciliation, PeopleSoft, Sungard Investier
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Central Bucks West High School 2004 — 2008
Gresham Investment Management May 2014 - Present
BNY Mellon June 2012 - May 2014
Enterprise Holdings Inc. May 2011 - December 2011
Skills
Financial Statements, Data Analysis, General Ledger, Accruals, Journal Entries, Accounts Receivable, Account Reconciliation, Accounting, Accounts Payable, Bank Reconciliation, PeopleSoft, Sungard Investier
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Central Bucks West High School 2004 — 2008
Erica Black Erica Black's BNY Mellon Experience June 2012 - August 2012
Job Assistant Account Executive at Kirshenbaum Bond Senecal + Partners
Industry Marketing and Advertising
Experience
Kirshenbaum Bond Senecal + Partners May 2014 - Present
Doremus June 2013 - August 2013
Davis & Company January 2013 - February 2013
BNY Mellon June 2012 - August 2012
Brand Adoption November 2011 - May 2012
UBS December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, Database Administration, Leadership, Management, Marketing, Advertising, Social Media Marketing, Marketing Strategy
Education
University of Delaware 2010 — 2014
Mahwah High School 2006 — 2010
Kirshenbaum Bond Senecal + Partners May 2014 - Present
Doremus June 2013 - August 2013
Davis & Company January 2013 - February 2013
BNY Mellon June 2012 - August 2012
Brand Adoption November 2011 - May 2012
UBS December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, Database Administration, Leadership, Management, Marketing, Advertising, Social Media Marketing, Marketing Strategy
Education
University of Delaware 2010 — 2014
Mahwah High School 2006 — 2010
Donald Hill Donald Hill's BNY Mellon Experience 2012 - 2014
Job Treasurer FWP
Industry Investment Management
Experience
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
Jaymes Boulware's BNY Mellon Experience February 2015 - Present
Job AIS Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Genuine Parts Company March 2014 - February 2015
AAA Northern California, Nevada & Utah Insurance Exchange June 2012 - August 2012
Skills
Microsoft Office Suite, Strong Personal Skills, Highly Motivated, SQL, Strategy, Microsoft Office, Budgets
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.) Finance
BNY Mellon February 2015 - Present
Genuine Parts Company March 2014 - February 2015
AAA Northern California, Nevada & Utah Insurance Exchange June 2012 - August 2012
Skills
Microsoft Office Suite, Strong Personal Skills, Highly Motivated, SQL, Strategy, Microsoft Office, Budgets
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.) Finance
Noah Klein Noah Klein's BNY Mellon Experience October 2009 - June 2010
Job Attorney
Industry Law Practice
Experience
Eckert Seamans Cherin & Mellott, LLC, (On Behalf of Choice Counsel) June 2015 - July 2015
Goldstein & Associates, LLC September 2014 - June 2015
The J. Murphy Firm December 2012 - June 2015
University of Illinois Civil Litigation Clinic August 2013 - December 2013
Court of Common Pleas of Allegheny County May 2013 - August 2013
Court of Common Pleas of Allegheny County May 2013 - August 2013
Court of Common Pleas of Allegheny County May 2013 - August 2013
United States District Court for the Western District of Pennsylvania June 2012 - August 2012
M.I.B. Inc. January 2011 - July 2011
BNY Mellon October 2009 - June 2010
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Banking, Accounting, Derivatives, Corporate Finance, Financial Reporting, Fund Accounting, Finance, Equities, Securities, Cash Management, Fixed Income, Legal, Legal Assistance, Legal Research, Legal Writing, Legal Advice, Legal Issues, Legal Documents
Education
University of Illinois College of Law 2011 — 2014
Doctor of Law (J.D.), cum laude
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors of Science in Business Administration, Finance
Eckert Seamans Cherin & Mellott, LLC, (On Behalf of Choice Counsel) June 2015 - July 2015
Goldstein & Associates, LLC September 2014 - June 2015
The J. Murphy Firm December 2012 - June 2015
University of Illinois Civil Litigation Clinic August 2013 - December 2013
Court of Common Pleas of Allegheny County May 2013 - August 2013
Court of Common Pleas of Allegheny County May 2013 - August 2013
Court of Common Pleas of Allegheny County May 2013 - August 2013
United States District Court for the Western District of Pennsylvania June 2012 - August 2012
M.I.B. Inc. January 2011 - July 2011
BNY Mellon October 2009 - June 2010
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Banking, Accounting, Derivatives, Corporate Finance, Financial Reporting, Fund Accounting, Finance, Equities, Securities, Cash Management, Fixed Income, Legal, Legal Assistance, Legal Research, Legal Writing, Legal Advice, Legal Issues, Legal Documents
Education
University of Illinois College of Law 2011 — 2014
Doctor of Law (J.D.), cum laude
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors of Science in Business Administration, Finance
Nguyet Dinh Nguyet Dinh's BNY Mellon Experience November 2010 - April 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock April 2012 - December 2013
BNY Mellon November 2010 - April 2012
Vietnam Development Bank June 2008 - September 2008
World Trade Center Delaware July 2007 - November 2007
Skills
International Relations, Microsoft Office, Microsoft Excel, Finance, Vietnamese, Microsoft Word, Equities, Investments, PowerPoint, Data Analysis, Statistics, Corporate Finance, Financial Analysis, Accounting, Risk Management, Customer Service, Fixed Income
Education
Wilmington University 2008 — 2010
Master, Business Administration; Finance
University of Delaware 2005 — 2007
Bachelor of Arts, International Relations; Social and Economical Development; Latin America
BlackRock January 2014 - Present
BlackRock April 2012 - December 2013
BNY Mellon November 2010 - April 2012
Vietnam Development Bank June 2008 - September 2008
World Trade Center Delaware July 2007 - November 2007
Skills
International Relations, Microsoft Office, Microsoft Excel, Finance, Vietnamese, Microsoft Word, Equities, Investments, PowerPoint, Data Analysis, Statistics, Corporate Finance, Financial Analysis, Accounting, Risk Management, Customer Service, Fixed Income
Education
Wilmington University 2008 — 2010
Master, Business Administration; Finance
University of Delaware 2005 — 2007
Bachelor of Arts, International Relations; Social and Economical Development; Latin America
Beth Ann Lapierre Beth Ann Lapierre's BNY Mellon Experience July 2009 - Present
Job Project Manager, Technical Training and Documentation
Industry Information Technology and Services
Experience
BNY Mellon July 2009 - Present
Eagle Investment Systems April 2006 - December 2008
Eagle Investment Systems 2000 - 2004
Skills
Back Office, Management, Business Analysis, MS Project, Program Management, Training, Project Planning, Business Requirements, SDLC, Software Project..., Risk Management, Budgets, Business Process..., Asset Management, Software Development, PMP, Requirements Analysis, Vendor Management
Education
Villanova University Alliance 2012 — 2013
Master Certificate, IS/IT Project Management
University of Connecticut 1987 — 1991
B.S., Business Administration
BNY Mellon July 2009 - Present
Eagle Investment Systems April 2006 - December 2008
Eagle Investment Systems 2000 - 2004
Skills
Back Office, Management, Business Analysis, MS Project, Program Management, Training, Project Planning, Business Requirements, SDLC, Software Project..., Risk Management, Budgets, Business Process..., Asset Management, Software Development, PMP, Requirements Analysis, Vendor Management
Education
Villanova University Alliance 2012 — 2013
Master Certificate, IS/IT Project Management
University of Connecticut 1987 — 1991
B.S., Business Administration
Alanna Walsh's BNY Mellon Experience June 2015 - Present
Job Business Excellence Intern at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Northwestern Mutual June 2014 - September 2014
ALDO Group October 2010 - January 2014
Skills
NetBeans, Microsoft Office, Financial Services, Sales, Leadership, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, PowerPoint, Customer Service, Public Speaking, Social Networking, Financial Planning
Education
University of Delaware 2012 — 2016
Finance, General
BNY Mellon June 2015 - Present
Northwestern Mutual June 2014 - September 2014
ALDO Group October 2010 - January 2014
Skills
NetBeans, Microsoft Office, Financial Services, Sales, Leadership, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, PowerPoint, Customer Service, Public Speaking, Social Networking, Financial Planning
Education
University of Delaware 2012 — 2016
Finance, General
Matthew Stock Matthew Stock's BNY Mellon Experience December 2014 - July 2015
Job OTC Derivatives Operations Analyst at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
BNY Mellon December 2014 - July 2015
BNY Mellon September 2013 - December 2014
Northwestern Mutual December 2012 - May 2013
Tam O' Shanter Golf Course 2006 - 2012
Skills
Microsoft Excel, Public Speaking, Financial Services, Finance, PowerPoint, Investments, Microsoft Word, Marketing, Microsoft Office, Customer Service, Facebook
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.)
Syosset High School
Citi July 2015 - Present
BNY Mellon December 2014 - July 2015
BNY Mellon September 2013 - December 2014
Northwestern Mutual December 2012 - May 2013
Tam O' Shanter Golf Course 2006 - 2012
Skills
Microsoft Excel, Public Speaking, Financial Services, Finance, PowerPoint, Investments, Microsoft Word, Marketing, Microsoft Office, Customer Service, Facebook
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.)
Syosset High School
Vladimir Kamenev's BNY Mellon Experience September 2012 - August 2014
Job Sr. Business Analyst, Financial Services SME
Industry Financial Services
Experience
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
Iris Y. Sun, CPA's BNY Mellon Experience September 2010 - September 2012
Job Financial Reporting Analyst at Citi
Industry Banking
Experience
Citi June 2014 - Present
M&T Bank December 2012 - June 2014
BNY Mellon September 2010 - September 2012
Gunnip & Company June 2005 - November 2007
Morgan Stanley Investment Management September 2003 - December 2003
Skills
Financial Statements, Accounting, Account Reconciliation, GAAP, Internal Controls, Financial Analysis, Finance, Tax, Financial Reporting, SAS, SPSS, SQL
Education
University of Delaware
Master of Science (MS), Accounting
University of Delaware
Master of Public Administration (MPA)
Nan Kai University
Bachelor's degree
Citi June 2014 - Present
M&T Bank December 2012 - June 2014
BNY Mellon September 2010 - September 2012
Gunnip & Company June 2005 - November 2007
Morgan Stanley Investment Management September 2003 - December 2003
Skills
Financial Statements, Accounting, Account Reconciliation, GAAP, Internal Controls, Financial Analysis, Finance, Tax, Financial Reporting, SAS, SPSS, SQL
Education
University of Delaware
Master of Science (MS), Accounting
University of Delaware
Master of Public Administration (MPA)
Nan Kai University
Bachelor's degree
Tana Seibert's BNY Mellon Experience June 2001 - December 2014
Job Controller Lake Mary/Orlando at BNY Mellon
Industry Accounting
Experience
BNY Mellon June 2001 - December 2014
TCCF / Epicus June 1997 - June 2001
Alfa Romeo Distributors of North America June 1990 - June 1997
American Pioneer Savings Bank January 1989 - June 1990
Education
University of Central Florida - College of Business Administration 1986 — 1988
BSBA, Accounting
BNY Mellon June 2001 - December 2014
TCCF / Epicus June 1997 - June 2001
Alfa Romeo Distributors of North America June 1990 - June 1997
American Pioneer Savings Bank January 1989 - June 1990
Education
University of Central Florida - College of Business Administration 1986 — 1988
BSBA, Accounting
Henry Kortz's BNY Mellon Experience October 2008 - October 2010
Job Senior Accountant at Location3 Media
Industry Financial Services
Experience
Location3 Media March 2011 - Present
Natural Remedies December 2010 - March 2011
BNY Mellon October 2008 - October 2010
Northstar Commercial Partners January 2008 - April 2008
US Bank June 2007 - December 2007
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Location3 Media March 2011 - Present
Natural Remedies December 2010 - March 2011
BNY Mellon October 2008 - October 2010
Northstar Commercial Partners January 2008 - April 2008
US Bank June 2007 - December 2007
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Sejal Dattani's BNY Mellon Experience June 2005 - August 2012
Job Advanced Specialist at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2012 - Present
BNY Mellon June 2005 - August 2012
Skills
Financial Reporting, Financial Analysis, Data Analysis, Finance
Education
University of Delaware 2002 — 2004
Goldman Sachs November 2012 - Present
BNY Mellon June 2005 - August 2012
Skills
Financial Reporting, Financial Analysis, Data Analysis, Finance
Education
University of Delaware 2002 — 2004
Christie O'Toole's BNY Mellon Experience 1992 - 1998
Job NonProfit Executive and Marketing Strategist
Industry Nonprofit Organization Management
Experience
Centerlight Health System October 2012 - June 2015
CenterLight Health System February 2010 - October 2012
Bank of America 2007 - 2008
BNY Mellon Wealth Management 2006 - 2007
BNY Mellon Wealth Management 2002 - 2006
BNY Mellon Wealth Management 1998 - 2000
BNY Mellon 1992 - 1998
Skills
Brand Architecture, Brand Positioning..., Budgets, Business Analysis, CRM, Competitive Analysis, Contract Negotiation, Corporate Branding, Financial Services, Healthcare, Integrated Marketing, Leadership, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Non-profits, Nonprofits, Program Management, Project Management, Sales, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Management, Process Improvement, Cross-functional Team..., Managed Care, Advertising, Healthcare Management, Investments, Finance, Business Development, Digital Marketing, Social Media, Online Advertising, Budgeting, Healthcare Information..., Risk Management, Social Media Marketing, SEO, Business Strategy, Executive Management, Healthcare Industry
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Marketing & Finance, Dean's List
University of Delaware 1989 — 1992
BA, Cum Laude, Political Science & History
Centerlight Health System October 2012 - June 2015
CenterLight Health System February 2010 - October 2012
Bank of America 2007 - 2008
BNY Mellon Wealth Management 2006 - 2007
BNY Mellon Wealth Management 2002 - 2006
BNY Mellon Wealth Management 1998 - 2000
BNY Mellon 1992 - 1998
Skills
Brand Architecture, Brand Positioning..., Budgets, Business Analysis, CRM, Competitive Analysis, Contract Negotiation, Corporate Branding, Financial Services, Healthcare, Integrated Marketing, Leadership, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Non-profits, Nonprofits, Program Management, Project Management, Sales, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Management, Process Improvement, Cross-functional Team..., Managed Care, Advertising, Healthcare Management, Investments, Finance, Business Development, Digital Marketing, Social Media, Online Advertising, Budgeting, Healthcare Information..., Risk Management, Social Media Marketing, SEO, Business Strategy, Executive Management, Healthcare Industry
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Marketing & Finance, Dean's List
University of Delaware 1989 — 1992
BA, Cum Laude, Political Science & History
Dimitar Yanakiev's BNY Mellon Experience April 2012 - May 2014
Job Hedge Fund Accountant at UMB Financial Services
Industry Financial Services
Experience
UMB Fund Services June 2014 - Present
BNY Mellon April 2012 - May 2014
Wilmington Trust January 2010 - April 2012
WILMINGTON TRUST May 2006 - December 2009
Skills
Banking, Risk Management, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Investments, Mutual Funds, Financial Services, Internal Controls, Finance, Sarbanes-Oxley Act, Portfolio Management, Credit, Investment Banking, Financial Controlling, Fixed Income, Fixed Income Analysis, Amortization Schedules, Derivatives, Bloomberg, Equities, Securities, Trading, Analysis, Account Reconciliation, Corporate Actions
Education
University of Delaware 2008 — 2013
Master of Business Administration (MBA), MBA concentrating in Finance, 3.45
University of National and World Economy 1993 — 1998
Master's degree, Accounting and Control, 3.30/4.00
UMB Fund Services June 2014 - Present
BNY Mellon April 2012 - May 2014
Wilmington Trust January 2010 - April 2012
WILMINGTON TRUST May 2006 - December 2009
Skills
Banking, Risk Management, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Investments, Mutual Funds, Financial Services, Internal Controls, Finance, Sarbanes-Oxley Act, Portfolio Management, Credit, Investment Banking, Financial Controlling, Fixed Income, Fixed Income Analysis, Amortization Schedules, Derivatives, Bloomberg, Equities, Securities, Trading, Analysis, Account Reconciliation, Corporate Actions
Education
University of Delaware 2008 — 2013
Master of Business Administration (MBA), MBA concentrating in Finance, 3.45
University of National and World Economy 1993 — 1998
Master's degree, Accounting and Control, 3.30/4.00
Alan Thureson's BNY Mellon Experience September 2013 - Present
Job Vice President & Senior Manager Investment Operations at BNY Mellon
Industry Accounting
Experience
BNY Mellon September 2013 - Present
ING Investment Management April 2009 - September 2013
Eagle Investment Systems July 2000 - April 2009
Conning Asset Management May 1995 - July 2000
Zurich Reinsurance Centre June 1992 - May 1995
Skills
Investment Accounting, Eagle Star, Statutory Reporting, Eagle Pace, Investment Operations, Derivatives, Options, FX, Swaps, Fixed Income, Equities, Investments, Back Office, Hedge Funds, Fund Of Funds, Trading Systems, Performance Measurement, Asset Management, Software Implementation, Business Analysis, Securities, Financial Services, Investment Management, Portfolio Management, Trading, Account Reconciliation, Bloomberg, Corporate Actions, Fund Accounting, Mutual Funds, Middle Office, Accounting
Education
University of Hartford
Master of Science, Accounting
The University of Connecticut
Bachelor of Arts, Economics
BNY Mellon September 2013 - Present
ING Investment Management April 2009 - September 2013
Eagle Investment Systems July 2000 - April 2009
Conning Asset Management May 1995 - July 2000
Zurich Reinsurance Centre June 1992 - May 1995
Skills
Investment Accounting, Eagle Star, Statutory Reporting, Eagle Pace, Investment Operations, Derivatives, Options, FX, Swaps, Fixed Income, Equities, Investments, Back Office, Hedge Funds, Fund Of Funds, Trading Systems, Performance Measurement, Asset Management, Software Implementation, Business Analysis, Securities, Financial Services, Investment Management, Portfolio Management, Trading, Account Reconciliation, Bloomberg, Corporate Actions, Fund Accounting, Mutual Funds, Middle Office, Accounting
Education
University of Hartford
Master of Science, Accounting
The University of Connecticut
Bachelor of Arts, Economics
Laura Norwood's BNY Mellon Experience October 2009 - Present
Job Chief Administrative Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2009 - Present
Eagle Investment Systems December 1999 - December 2009
Chubb Executive Risk 1993 - 1999
Chubb Executive Risk 1993 - 1999
Chubb Executive Risk 1993 - 1999
Skills
Marketing Communications, Project Management, Human Resources, Business Strategy, Business Planning, Business Process..., Strategic Planning, Product Management, CRM, Management, Vendor Management, Program Management, Financial Services, Requirements Analysis, Strategy, Asset Management, Change Management, Business Development, Software Project..., Leadership, SDLC, Start-ups, Analysis, Marketing, Social Media, Banking
Education
University of Hartford 1991 — 1993
MA, Communication
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
BNY Mellon October 2009 - Present
Eagle Investment Systems December 1999 - December 2009
Chubb Executive Risk 1993 - 1999
Chubb Executive Risk 1993 - 1999
Chubb Executive Risk 1993 - 1999
Skills
Marketing Communications, Project Management, Human Resources, Business Strategy, Business Planning, Business Process..., Strategic Planning, Product Management, CRM, Management, Vendor Management, Program Management, Financial Services, Requirements Analysis, Strategy, Asset Management, Change Management, Business Development, Software Project..., Leadership, SDLC, Start-ups, Analysis, Marketing, Social Media, Banking
Education
University of Hartford 1991 — 1993
MA, Communication
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Elizabeth Sasada's BNY Mellon Experience March 2014 - Present
Job Workbench Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
BNY Mellon August 2011 - March 2014
Ballymoney Real Estate Services, Inc. October 2008 - August 2011
Skills
Financial Analysis, Access, Microsoft Excel, PowerPoint, Project Management, Customer Service, Event Planning, Coordinating Events, Troubleshooting, Training, Microsoft Office, Valuation, Microsoft Word, Outlook, Risk Management, Lease Administration, Commercial Real Estate, Real Estate Development, Management, Social Media, Marketing, Events Coordination, Interpersonal...
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor's Degree, Marketing
BNY Mellon March 2014 - Present
BNY Mellon August 2011 - March 2014
Ballymoney Real Estate Services, Inc. October 2008 - August 2011
Skills
Financial Analysis, Access, Microsoft Excel, PowerPoint, Project Management, Customer Service, Event Planning, Coordinating Events, Troubleshooting, Training, Microsoft Office, Valuation, Microsoft Word, Outlook, Risk Management, Lease Administration, Commercial Real Estate, Real Estate Development, Management, Social Media, Marketing, Events Coordination, Interpersonal...
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor's Degree, Marketing
Sean Moshier's BNY Mellon Experience April 2014 - Present
Job Vice President Investor Relations at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Lockheed Martin September 2013 - March 2014
Lockheed Martin April 2011 - August 2013
Lockheed Martin April 2010 - March 2011
Lockheed Martin July 2009 - March 2010
Lockheed Martin January 2007 - June 2009
Skills
Earned Value Management, Financial Analysis, Budgeting, Microsoft Office, Excel, PowerPoint, Word, Cost Accounting, Hyperion Planning, Bloomberg, Thompson One, Reuters, Khalix, Member of Toastmasters, Corporate Finance, MS Excel Pivot Tables, Income Statement, Cash Management, Cashflow Analysis, Cash Flow Forecasting, Business Development, Government Contracting, Balance Sheet, 10K, 10Q, Competitive Analysis, Investor Relations
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
M.B.A
University of Connecticut 2004 — 2006
M.S., Real Estate & Urban Economics
BNY Mellon April 2014 - Present
Lockheed Martin September 2013 - March 2014
Lockheed Martin April 2011 - August 2013
Lockheed Martin April 2010 - March 2011
Lockheed Martin July 2009 - March 2010
Lockheed Martin January 2007 - June 2009
Skills
Earned Value Management, Financial Analysis, Budgeting, Microsoft Office, Excel, PowerPoint, Word, Cost Accounting, Hyperion Planning, Bloomberg, Thompson One, Reuters, Khalix, Member of Toastmasters, Corporate Finance, MS Excel Pivot Tables, Income Statement, Cash Management, Cashflow Analysis, Cash Flow Forecasting, Business Development, Government Contracting, Balance Sheet, 10K, 10Q, Competitive Analysis, Investor Relations
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
M.B.A
University of Connecticut 2004 — 2006
M.S., Real Estate & Urban Economics
Larry Steller's BNY Mellon Experience April 2008 - Present
Job Risk Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2008 - Present
PNC Bank April 1997 - April 2008
Resources Trust Company April 1990 - April 1997
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1990
BS, Finance
BNY Mellon April 2008 - Present
PNC Bank April 1997 - April 2008
Resources Trust Company April 1990 - April 1997
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1990
BS, Finance
Ron Ploude, CRC's BNY Mellon Experience November 1993 - March 2010
Job Senior Vice President
Industry Banking
Experience
Great Florida Bank January 2012 - March 2014
Sabadell United Bank March 2010 - December 2011
Risk Management Associates 1998 - 2011
BNY Mellon November 1993 - March 2010
Southeast Bank, N.A. 1990 - 1993
SunTrust Bank 1985 - 1989
Southeast Bank, N.A. 1980 - 1985
Skills
Banking, Credit, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit Risk, Due Diligence, Consumer Lending, Underwriting, Mortgage Lending, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Private Banking, Treasury Management, Corporate Finance, Cash Management, Non-profit Volunteer, Financial Risk, Investments, AML, Financial Analysis, Risk Management, Team Leadership, Lines Of Credit, Wealth Management, Relationship Management, Finance, Loan Origination, Cross Selling, Financial Services, Mortgage Banking
Education
University of Connecticut 1970 — 1974
BS, Accounting, Business Law
Great Florida Bank January 2012 - March 2014
Sabadell United Bank March 2010 - December 2011
Risk Management Associates 1998 - 2011
BNY Mellon November 1993 - March 2010
Southeast Bank, N.A. 1990 - 1993
SunTrust Bank 1985 - 1989
Southeast Bank, N.A. 1980 - 1985
Skills
Banking, Credit, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit Risk, Due Diligence, Consumer Lending, Underwriting, Mortgage Lending, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Private Banking, Treasury Management, Corporate Finance, Cash Management, Non-profit Volunteer, Financial Risk, Investments, AML, Financial Analysis, Risk Management, Team Leadership, Lines Of Credit, Wealth Management, Relationship Management, Finance, Loan Origination, Cross Selling, Financial Services, Mortgage Banking
Education
University of Connecticut 1970 — 1974
BS, Accounting, Business Law
Denise Lewis's BNY Mellon Experience September 2015 - Present
Job Department Head Investment Accounting
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
U.S. Mutual Fund Family/U.S. Investment Mangement Firm August 2012 - September 2015
ING Funds December 2006 - August 2012
UMB Fund Services November 2003 - December 2006
Wells Fargo December 2000 - September 2003
Skills
Investments, Securities, Asset Management, Alternative Investments, Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Equities, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Financial Analysis, Management, Derivatives
Education
University of Cincinnati
Bachelor's degree - Accounting, Accounting
University of Cincinnati
Bachelor of Arts (BA), Accounting
BNY Mellon September 2015 - Present
U.S. Mutual Fund Family/U.S. Investment Mangement Firm August 2012 - September 2015
ING Funds December 2006 - August 2012
UMB Fund Services November 2003 - December 2006
Wells Fargo December 2000 - September 2003
Skills
Investments, Securities, Asset Management, Alternative Investments, Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Equities, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Financial Analysis, Management, Derivatives
Education
University of Cincinnati
Bachelor's degree - Accounting, Accounting
University of Cincinnati
Bachelor of Arts (BA), Accounting
Jason Mudd, MBA's BNY Mellon Experience August 2011 - Present
Job Vice President Global Client Service Delivery at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Janus Capital Group June 2004 - August 2011
OppenheimerFunds November 1998 - June 2004
Skills
Team Leadership, Interviewing, Risk Mitigation, Mutual Funds, Client Service, Fund Accounting, Operations Management, Securities, Derivatives, Process Improvement, Interviews, Financial Services, Risk Management, Investment Banking, Alternative Investments
Education
University of Colorado at Denver 1999 — 2003
MBA, Finance
Universitiy of Colorado, Denver 1994 — 1998
Bachelor of Science (BS), Marketing and Finance
BNY Mellon August 2011 - Present
Janus Capital Group June 2004 - August 2011
OppenheimerFunds November 1998 - June 2004
Skills
Team Leadership, Interviewing, Risk Mitigation, Mutual Funds, Client Service, Fund Accounting, Operations Management, Securities, Derivatives, Process Improvement, Interviews, Financial Services, Risk Management, Investment Banking, Alternative Investments
Education
University of Colorado at Denver 1999 — 2003
MBA, Finance
Universitiy of Colorado, Denver 1994 — 1998
Bachelor of Science (BS), Marketing and Finance
Jamal Roble's BNY Mellon Experience October 2013 - Present
Job Hedge Fund Operations Supervisor II
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
BNY Mellon December 2009 - October 2013
JP Morgan August 1997 - August 2008
Skills
Mutual Funds, Securities, Bloomberg
Education
University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
BNY Mellon October 2013 - Present
BNY Mellon December 2009 - October 2013
JP Morgan August 1997 - August 2008
Skills
Mutual Funds, Securities, Bloomberg
Education
University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Laurie Dunn's BNY Mellon Experience July 2007 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2007 - Present
Mellon Financial October 1987 - July 2007
Skills
Equities, Financial Services, Securities, Fixed Income, Banking, Investments, Strategy, Portfolio Management, Management, Asset Management, Mutual Funds, Capital Markets
Education
The University of Chicago
MBA, Finance and Marketing
University of Connecticut
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
BNY Mellon July 2007 - Present
Mellon Financial October 1987 - July 2007
Skills
Equities, Financial Services, Securities, Fixed Income, Banking, Investments, Strategy, Portfolio Management, Management, Asset Management, Mutual Funds, Capital Markets
Education
The University of Chicago
MBA, Finance and Marketing
University of Connecticut
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Marc Taccone's BNY Mellon Experience September 1994 - April 1997
Job Director of Finance, Global FP&A at Decisyon, Inc
Industry Computer Software
Experience
Decisyon, Inc February 2015 - Present
Reader's Digest March 1999 - January 2015
Warnaco, Inc April 1997 - March 1999
BNY Mellon September 1994 - April 1997
J.E. Robert Companies September 1992 - September 1994
Coldwell Banker Relocation Services April 1987 - September 1992
Skills
Cash Flow, Cash Flow Forecasting, Finance, Strategic Financial..., Consolidation, Forecasting, Financial Modeling, Budgets, Variance Analysis, Financial Analysis, Hyperion Enterprise, Analysis, Essbase, Strategic Planning, Financial Reporting, Financial Planning, Acquisition Integration, Process Improvement, Corporate Finance, Managerial Finance, Project Management, Balance Sheet, Mergers & Acquisitions, Financial Forecasting, Sarbanes-Oxley Act, Business Modeling, Business Planning, Income Statement, Accounting, Budget, Management, Strategy, Hyperion, P&L
Education
University of Connecticut 1998 — 2002
Master of Business Administration (M.B.A.), MBD - Finance
University of Connecticut 1981 — 1985
Bachelor's Degree, Mathematics and Statistics
Decisyon, Inc February 2015 - Present
Reader's Digest March 1999 - January 2015
Warnaco, Inc April 1997 - March 1999
BNY Mellon September 1994 - April 1997
J.E. Robert Companies September 1992 - September 1994
Coldwell Banker Relocation Services April 1987 - September 1992
Skills
Cash Flow, Cash Flow Forecasting, Finance, Strategic Financial..., Consolidation, Forecasting, Financial Modeling, Budgets, Variance Analysis, Financial Analysis, Hyperion Enterprise, Analysis, Essbase, Strategic Planning, Financial Reporting, Financial Planning, Acquisition Integration, Process Improvement, Corporate Finance, Managerial Finance, Project Management, Balance Sheet, Mergers & Acquisitions, Financial Forecasting, Sarbanes-Oxley Act, Business Modeling, Business Planning, Income Statement, Accounting, Budget, Management, Strategy, Hyperion, P&L
Education
University of Connecticut 1998 — 2002
Master of Business Administration (M.B.A.), MBD - Finance
University of Connecticut 1981 — 1985
Bachelor's Degree, Mathematics and Statistics
Preston W. Clements's BNY Mellon Experience May 2011 - Present
Job Treasurer/Board Member at Guys with Ties Philanthropy
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
Guys with Ties Philanthropy November 2005 - Present
H&E Equipment June 2005 - May 2011
Education
University of Central Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BNY Mellon May 2011 - Present
Guys with Ties Philanthropy November 2005 - Present
H&E Equipment June 2005 - May 2011
Education
University of Central Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Christopher Amann's BNY Mellon Experience September 2009 - Present
Job Technical Writer at BNY Mellon
Industry Banking
Experience
BNY Mellon September 2009 - Present
Skills
Technical Writing, Visio, SDLC, Editing, Software Documentation, SharePoint, Content Management, Manuals, Proofreading, Microsoft Office, Project Management, Business Requirements, Research, Change Management, User Experience, Employee Training
Education
University of Connecticut 1992 — 1996
B.A., English
BNY Mellon September 2009 - Present
Skills
Technical Writing, Visio, SDLC, Editing, Software Documentation, SharePoint, Content Management, Manuals, Proofreading, Microsoft Office, Project Management, Business Requirements, Research, Change Management, User Experience, Employee Training
Education
University of Connecticut 1992 — 1996
B.A., English
Robert Fertig's BNY Mellon Experience 2012 - 2014
Job Highly Experienced IT Solutions Professional
Industry Information Technology and Services
Experience
BNY Mellon 2012 - 2014
21st Century Software 2010 - 2012
Sallie Mae Inc 2009 - 2010
JPMorganChase 1994 - 2009
The Franklin Mint 1988 - 1994
Skills
COBOL, Requirements Analysis, Mainframe, SDLC, Disaster Recovery, Change Management, Banking, Databases, Team Leadership, Analysis, Application Development, Systems Analysis, DB2, Software Documentation, MS Project, Testing, Software Development, Microsoft Project, Global Application...
Education
University of Delaware
BAAS, Anthropology & Biology
BNY Mellon 2012 - 2014
21st Century Software 2010 - 2012
Sallie Mae Inc 2009 - 2010
JPMorganChase 1994 - 2009
The Franklin Mint 1988 - 1994
Skills
COBOL, Requirements Analysis, Mainframe, SDLC, Disaster Recovery, Change Management, Banking, Databases, Team Leadership, Analysis, Application Development, Systems Analysis, DB2, Software Documentation, MS Project, Testing, Software Development, Microsoft Project, Global Application...
Education
University of Delaware
BAAS, Anthropology & Biology
Steven Kandetzke's BNY Mellon Experience July 2010 - November 2010
Job VP, Program Management at Foundry9
Industry Information Technology and Services
Experience
Foundry9 November 2010 - Present
BNY Mellon July 2010 - November 2010
PNC GIS Managed Investments August 2006 - June 2009
ADVISORport May 2005 - September 2006
Daimler Chrysler January 2003 - May 2005
Skills
SDLC, Vendor Management, Process Improvement, Project Management, Business Analysis, Software Project..., Agile Methodologies, SQL, Software Development, Business Process, Microsoft SQL Server, Cross-functional Team..., Enterprise Architecture, Visio, IT Management, Program Management, PMO, Requirements Analysis, Requirements Gathering, MS Project
Education
Avon High School '76
University of Connecticut
University of Connecticut
Foundry9 November 2010 - Present
BNY Mellon July 2010 - November 2010
PNC GIS Managed Investments August 2006 - June 2009
ADVISORport May 2005 - September 2006
Daimler Chrysler January 2003 - May 2005
Skills
SDLC, Vendor Management, Process Improvement, Project Management, Business Analysis, Software Project..., Agile Methodologies, SQL, Software Development, Business Process, Microsoft SQL Server, Cross-functional Team..., Enterprise Architecture, Visio, IT Management, Program Management, PMO, Requirements Analysis, Requirements Gathering, MS Project
Education
Avon High School '76
University of Connecticut
University of Connecticut
Michael Brew's BNY Mellon Experience January 2007 - March 2013
Job Senior Advisor at Party Planning Perfection (PPP)
Industry Events Services
Experience
Party Planning Perfection (PPP) January 2014 - Present
Allen Consulting April 2014 - January 2015
BNY Mellon January 2007 - March 2013
Bank of New York Mellon January 2006 - December 2006
BNY Mellon January 2003 - December 2005
BNY Mellon January 2000 - December 2002
Skills
Vendor Management, PMO, Derivatives, Equities, Banking, Fixed Income, Asset Management, PMP, Project Portfolio..., Visio, Process Improvement, Mainframe, COBOL, Software Project..., Securities, SQL, Software Development, Project Planning, SDLC, Business Analysis, Program Management, Financial Services, Back Office, IT Strategy, DB2, Management, Requirements Gathering, Business Requirements, Testing, Strategy, Leadership, User Acceptance Testing, Data Warehousing, IT Management, Project Delivery, Requirements Analysis, Integration, Enterprise Architecture, Business Intelligence, Outsourcing
Education
Monmouth University
Master of Business Administration (MBA)
University of Delaware
Bachelor of Science in Business Administration, Finance, General
Party Planning Perfection (PPP) January 2014 - Present
Allen Consulting April 2014 - January 2015
BNY Mellon January 2007 - March 2013
Bank of New York Mellon January 2006 - December 2006
BNY Mellon January 2003 - December 2005
BNY Mellon January 2000 - December 2002
Skills
Vendor Management, PMO, Derivatives, Equities, Banking, Fixed Income, Asset Management, PMP, Project Portfolio..., Visio, Process Improvement, Mainframe, COBOL, Software Project..., Securities, SQL, Software Development, Project Planning, SDLC, Business Analysis, Program Management, Financial Services, Back Office, IT Strategy, DB2, Management, Requirements Gathering, Business Requirements, Testing, Strategy, Leadership, User Acceptance Testing, Data Warehousing, IT Management, Project Delivery, Requirements Analysis, Integration, Enterprise Architecture, Business Intelligence, Outsourcing
Education
Monmouth University
Master of Business Administration (MBA)
University of Delaware
Bachelor of Science in Business Administration, Finance, General
Denis Legkodimov's BNY Mellon Experience June 2001 - September 2010
Job EY FSRM Credit and Capital
Industry Financial Services
Experience
EY March 2015 - Present
JPMorgan Chase September 2010 - March 2015
BNY Mellon June 2001 - September 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Financial Reporting, SQL, Hyperion, Project Management, Microsoft Excel, Equities, Fixed Income, Derivatives, Finance, Capital Markets, Corporate Finance, Investment Banking, Financial Services, Hedge Funds, Risk Management, Financial Planning, Valuation, Analysis
Education
University of Delaware 2004 — 2008
MBA, Finance
Wilmington University 1999 — 2002
Bachelor's degree, Finance
EY March 2015 - Present
JPMorgan Chase September 2010 - March 2015
BNY Mellon June 2001 - September 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Financial Reporting, SQL, Hyperion, Project Management, Microsoft Excel, Equities, Fixed Income, Derivatives, Finance, Capital Markets, Corporate Finance, Investment Banking, Financial Services, Hedge Funds, Risk Management, Financial Planning, Valuation, Analysis
Education
University of Delaware 2004 — 2008
MBA, Finance
Wilmington University 1999 — 2002
Bachelor's degree, Finance
Veenita Patel's BNY Mellon Experience July 2013 - May 2014
Job Senior Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2014 - Present
BNY Mellon July 2013 - May 2014
BNY Mellon July 2011 - July 2013
BNY Mellon July 2009 - July 2011
BNY Mellon October 2007 - July 2009
Skills
Financial Services, Fund Of Funds, Portfolio Management, Hedge Funds, Asset Management, Fund Administration, Investment Management, Private Equity, Trading, Alternative Investments, Mutual Funds
Education
University of Connecticut 2001 — 2006
Bachelors in Science, Economics and Molecular Cell Biology
Bergen County Academies 1997 — 2001
Academy of Medical Science and Technology, Medical Sciences and technology
Citco Fund Services May 2014 - Present
BNY Mellon July 2013 - May 2014
BNY Mellon July 2011 - July 2013
BNY Mellon July 2009 - July 2011
BNY Mellon October 2007 - July 2009
Skills
Financial Services, Fund Of Funds, Portfolio Management, Hedge Funds, Asset Management, Fund Administration, Investment Management, Private Equity, Trading, Alternative Investments, Mutual Funds
Education
University of Connecticut 2001 — 2006
Bachelors in Science, Economics and Molecular Cell Biology
Bergen County Academies 1997 — 2001
Academy of Medical Science and Technology, Medical Sciences and technology
Roman Quitoriano's BNY Mellon Experience January 2013 - Present
Job Broker Dealer Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon March 2010 - January 2013
Skills
Technical Support, Customer Service, Team Leadership, Microsoft Excel, Troubleshooting, Windows, Access, Computer Hardware, Business Analysis, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Team Building, Banking, Financial Analysis
Education
University of Central Florida - College of Business Administration 2008 — 2009
B.S.B.A., Business Economics - International
Valencia College 2006 — 2007
A.A., Business Administration
Brussels American School 1995 — 1998
High School, General
BNY Mellon January 2013 - Present
BNY Mellon March 2010 - January 2013
Skills
Technical Support, Customer Service, Team Leadership, Microsoft Excel, Troubleshooting, Windows, Access, Computer Hardware, Business Analysis, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Team Building, Banking, Financial Analysis
Education
University of Central Florida - College of Business Administration 2008 — 2009
B.S.B.A., Business Economics - International
Valencia College 2006 — 2007
A.A., Business Administration
Brussels American School 1995 — 1998
High School, General
Robert Silfen's BNY Mellon Experience April 2013 - Present
Job Financial Services
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
HSBC Securities March 2011 - May 2012
BlackRock September 2000 - March 2011
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Middle Office, Securities, Financial Services, Investment Banking, Risk Management, Bloomberg
Education
University of Delaware 1995 — 1998
BS, Finance
BNY Mellon April 2013 - Present
HSBC Securities March 2011 - May 2012
BlackRock September 2000 - March 2011
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Middle Office, Securities, Financial Services, Investment Banking, Risk Management, Bloomberg
Education
University of Delaware 1995 — 1998
BS, Finance
Margy Lubet's BNY Mellon Experience November 1996 - November 2003
Job Market Research/Planning
Industry Research
Experience
Philips Respironics September 2015 - Present
Highmark BC/BS April 2008 - Present
TRWIB August 2005 - April 2008
CO2 Advertising & Design 2004 - 2005
BNY Mellon November 1996 - November 2003
Reese Brothers 1991 - 1996
Skills
Segmentation, Customer Insight, Marketing Research, Marketing Communications, Analytics, Strategic Planning, Focus Groups, Marketing Strategy, Competitive Intelligence, Marketing, Data Analysis, Survey Design, Qualitative Research, Survey Research, Questionnaire Design, Nonprofits, Online Research, Advertising Research, Consumer Behaviour, Consumer Insight
Education
University of Connecticut 1973 — 1976
M.A., Communication Research
University of Pittsburgh
BA, Communication/PolitSci/French
Université de Rouen
French
Philips Respironics September 2015 - Present
Highmark BC/BS April 2008 - Present
TRWIB August 2005 - April 2008
CO2 Advertising & Design 2004 - 2005
BNY Mellon November 1996 - November 2003
Reese Brothers 1991 - 1996
Skills
Segmentation, Customer Insight, Marketing Research, Marketing Communications, Analytics, Strategic Planning, Focus Groups, Marketing Strategy, Competitive Intelligence, Marketing, Data Analysis, Survey Design, Qualitative Research, Survey Research, Questionnaire Design, Nonprofits, Online Research, Advertising Research, Consumer Behaviour, Consumer Insight
Education
University of Connecticut 1973 — 1976
M.A., Communication Research
University of Pittsburgh
BA, Communication/PolitSci/French
Université de Rouen
French
Tom Neesen's BNY Mellon Experience August 2008 - Present
Job Vice President at BNY Mellon AIS
Industry Investment Management
Experience
BNY Mellon August 2008 - Present
BNY Mellon August 2002 - August 2008
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Private Equity, Risk Management, Securities, Strategic Financial..., Valuation, Wealth Management
Education
University of Central Florida - College of Business Administration 2008 — 2009
Masters, Accounting
University of Central Florida - College of Business Administration 2002 — 2003
Masters, Business Administration with Finance Emphasis
University of Florida - Warrington College Of Business 1996 — 2001
B.S., Decision and Information Systems
BNY Mellon August 2008 - Present
BNY Mellon August 2002 - August 2008
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Private Equity, Risk Management, Securities, Strategic Financial..., Valuation, Wealth Management
Education
University of Central Florida - College of Business Administration 2008 — 2009
Masters, Accounting
University of Central Florida - College of Business Administration 2002 — 2003
Masters, Business Administration with Finance Emphasis
University of Florida - Warrington College Of Business 1996 — 2001
B.S., Decision and Information Systems
Joseph Sheridan's BNY Mellon Experience 2008 - Present
Job Senior IT professinal, adept at managing portfolio of complex projects
Industry Information Technology and Services
Experience
BNY Mellon 2008 - Present
BNY Mellon 2004 - 2008
BNY Mellon 1994 - 2003
Skills
Program Management, Project Portfolio..., PMO, Agile Methodolgy, Managing Multi-Million..., Process Improvement, SDLC, Salesforce.com, Certified Scrum Master..., Vendor Management, Integration, Software Project..., PMP, Management, Requirements Gathering, Business Analysis, Test Management, Test Planning, JIRA, Confluence, Risk Management, Requirements Analysis, IT Strategy, Agile Methodologies, Scrum, Project Management, CRM
Education
University of Delaware
BA, Psychology
BNY Mellon 2008 - Present
BNY Mellon 2004 - 2008
BNY Mellon 1994 - 2003
Skills
Program Management, Project Portfolio..., PMO, Agile Methodolgy, Managing Multi-Million..., Process Improvement, SDLC, Salesforce.com, Certified Scrum Master..., Vendor Management, Integration, Software Project..., PMP, Management, Requirements Gathering, Business Analysis, Test Management, Test Planning, JIRA, Confluence, Risk Management, Requirements Analysis, IT Strategy, Agile Methodologies, Scrum, Project Management, CRM
Education
University of Delaware
BA, Psychology
Theresa Law's BNY Mellon Experience October 2006 - Present
Job Vice President at The Bank of New York
Industry Financial Services
Experience
BNY Mellon October 2006 - Present
JPMorgan June 1999 - October 2006
Skills
Corporate Finance, Fundraising, Internal Controls, Economic Development, Accounting, Management, Bonds, Equities, Financial Advisory, Asset Management, Financial Analysis, Customer Service, Strategic Planning, Public Finance, Banking, Portfolio Management, Loans, Public Speaking, New Business Development, Team Building, Nonprofits, Commercial Banking, Contract Negotiation, Government, Financial Reporting, Microsoft Word, Microsoft Office, Account Management, Investments, Microsoft Excel
Education
University of Colorado at Colorado Springs
BNY Mellon October 2006 - Present
JPMorgan June 1999 - October 2006
Skills
Corporate Finance, Fundraising, Internal Controls, Economic Development, Accounting, Management, Bonds, Equities, Financial Advisory, Asset Management, Financial Analysis, Customer Service, Strategic Planning, Public Finance, Banking, Portfolio Management, Loans, Public Speaking, New Business Development, Team Building, Nonprofits, Commercial Banking, Contract Negotiation, Government, Financial Reporting, Microsoft Word, Microsoft Office, Account Management, Investments, Microsoft Excel
Education
University of Colorado at Colorado Springs
Sonia Mathew's BNY Mellon Experience September 2005 - April 2010
Job Accountant
Industry Accounting
Experience
XanderThew Associates December 2010 - Present
BNY Mellon September 2005 - April 2010
Skills
Account Reconciliation, General Ledger, GAAP, Tax Preparation, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Corporate Tax, Accounting, Financial Analysis, Payroll
Education
Webster University 2006 — 2007
M.B.A., Business Administration
University of Central Oklahoma 2004 — 2005
B.S., Accounting
University of Central Oklahoma 1997 — 2001
B.B.A., Management Information Systems
XanderThew Associates December 2010 - Present
BNY Mellon September 2005 - April 2010
Skills
Account Reconciliation, General Ledger, GAAP, Tax Preparation, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Corporate Tax, Accounting, Financial Analysis, Payroll
Education
Webster University 2006 — 2007
M.B.A., Business Administration
University of Central Oklahoma 2004 — 2005
B.S., Accounting
University of Central Oklahoma 1997 — 2001
B.B.A., Management Information Systems
Jason Bancroft's BNY Mellon Experience February 2012 - Present
Job Vice President, Group Manager I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2012 - Present
Bill.com April 2011 - February 2012
Bank of New York Mellon April 2001 - April 2011
Wachovia, A Wells Fargo Company 1999 - 2000
Skills
Series 6, Series 63, Salesforce.com, Mutual Funds, Hedge Funds, Solution Selling, B2B, SaaS, Banking, Start-ups, Enterprise Software, Equities, Bloomberg, Alternative Investments, Fixed Income, Customer Service, Cloud Computing, Analysis, Sales, Series 7, Securities, Strategic Partnerships, Investments, Bonds, Account Management, Lead Generation
Education
University of Delaware 1997 — 2000
St Thomas High School
St Thomas High School
BNY Mellon February 2012 - Present
Bill.com April 2011 - February 2012
Bank of New York Mellon April 2001 - April 2011
Wachovia, A Wells Fargo Company 1999 - 2000
Skills
Series 6, Series 63, Salesforce.com, Mutual Funds, Hedge Funds, Solution Selling, B2B, SaaS, Banking, Start-ups, Enterprise Software, Equities, Bloomberg, Alternative Investments, Fixed Income, Customer Service, Cloud Computing, Analysis, Sales, Series 7, Securities, Strategic Partnerships, Investments, Bonds, Account Management, Lead Generation
Education
University of Delaware 1997 — 2000
St Thomas High School
St Thomas High School
Rick Falcone's BNY Mellon Experience July 2007 - September 2007
Job Control Accountant Unit Supervisor at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 2007 - Present
BNY Mellon July 2007 - September 2007
BNY Mellon February 2005 - July 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Equities, Asset Management, Client Relations, Team Leadership, Credit, Banking, Financial Modeling, Account Reconciliation, Risk Management, Mutual Funds, Fixed Income, Investments, Reliability, Employee Learning &...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), History
Bank of New York Mellon September 2007 - Present
BNY Mellon July 2007 - September 2007
BNY Mellon February 2005 - July 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Equities, Asset Management, Client Relations, Team Leadership, Credit, Banking, Financial Modeling, Account Reconciliation, Risk Management, Mutual Funds, Fixed Income, Investments, Reliability, Employee Learning &...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), History
Tim Banaszak's BNY Mellon Experience July 2011 - Present
Job Investment Accountant at BNY Mellon
Industry Banking
Angel Walia's BNY Mellon Experience June 2012 - June 2014
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Kevin McGuiggan's BNY Mellon Experience June 2010 - August 2011
Job Laboratory at Hallmark Health System, Inc.
Industry Biotechnology
Experience
Hallmark Health System, Inc. February 2012 - Present
BNY Mellon June 2010 - August 2011
Education
University of Delaware 2008 — 2012
Biological Sciences B.A., Biology
Hallmark Health System, Inc. February 2012 - Present
BNY Mellon June 2010 - August 2011
Education
University of Delaware 2008 — 2012
Biological Sciences B.A., Biology
Jill Braasch's BNY Mellon Experience September 2009 - September 2011
Job Seeking compliance and risk work
Industry Legal Services
Experience
Congregation Beth Shalom April 2014 - July 2015
BNY Mellon September 2009 - September 2011
BNY Mellon January 2007 - September 2009
Kelly Law Registry and Special Counsel 2006 - 2006
Skills
Internal Controls, Risk Management, Management, Corporate Law, Performance Management, Financial Services, Public Relations, Policy, Marketing Communications, Auditing, Public Speaking, Regulations, Financial Reporting, Nonprofits, Strategic Planning, Social Media
Education
University of Pittsburgh School of Law 2002 — 2005
JD, Law
University of Delaware 1993 — 1997
Bachelors of Arts, English
Sufi School
Congregation Beth Shalom April 2014 - July 2015
BNY Mellon September 2009 - September 2011
BNY Mellon January 2007 - September 2009
Kelly Law Registry and Special Counsel 2006 - 2006
Skills
Internal Controls, Risk Management, Management, Corporate Law, Performance Management, Financial Services, Public Relations, Policy, Marketing Communications, Auditing, Public Speaking, Regulations, Financial Reporting, Nonprofits, Strategic Planning, Social Media
Education
University of Pittsburgh School of Law 2002 — 2005
JD, Law
University of Delaware 1993 — 1997
Bachelors of Arts, English
Sufi School
Dominic Calvarese's BNY Mellon Experience November 2014 - March 2015
Job Client Relationship Associate at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
BNY Mellon November 2014 - March 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Public Speaking, Research, Government, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Community Outreach, Life Insurance, Financial Services, Qualified Retirement..., Leadership, Policy
Education
University of Delaware 2010 — 2013
B.S., Organizational & Community Leadership
Vanguard July 2015 - Present
BNY Mellon November 2014 - March 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Public Speaking, Research, Government, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Community Outreach, Life Insurance, Financial Services, Qualified Retirement..., Leadership, Policy
Education
University of Delaware 2010 — 2013
B.S., Organizational & Community Leadership
Khoa Vu's BNY Mellon Experience September 2011 - Present
Job BNY Mellon (formerly PNCGIS)
Industry Financial Services
Experience
BNY Mellon September 2011 - Present
BNY Mellon September 2013 - December 2013
BNY Mellon (formerly PNCGIS) July 2010 - September 2011
PNC Global Investment Servicing (previously known as PFPC) May 2008 - July 2010
PNC Global Investment Servicing (previously known as PFPC) February 2007 - May 2008
Skills
General Ledger, GAAP, Financial Analysis, Financial Accounting, Account Reconciliation, Internal Controls, Accounting, Financial Statements, Auditing, Employee Training, Technical Training, Hands-on Training
Education
University of Delaware 2002 — 2007
Bachelor of Science (BS), Accounting, 3.11
BNY Mellon September 2011 - Present
BNY Mellon September 2013 - December 2013
BNY Mellon (formerly PNCGIS) July 2010 - September 2011
PNC Global Investment Servicing (previously known as PFPC) May 2008 - July 2010
PNC Global Investment Servicing (previously known as PFPC) February 2007 - May 2008
Skills
General Ledger, GAAP, Financial Analysis, Financial Accounting, Account Reconciliation, Internal Controls, Accounting, Financial Statements, Auditing, Employee Training, Technical Training, Hands-on Training
Education
University of Delaware 2002 — 2007
Bachelor of Science (BS), Accounting, 3.11
Dale Brannon's BNY Mellon Experience November 2013 - Present
Job Accounting and Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Boston Red Sox March 2013 - Present
Tampa Bay Devil Rays February 2010 - Present
Skills
People Skills, Time Management, Maintaining A Positive..., Dependable Team Player
Education
The University of Connecticut 2005 — 2009
Bachelor of Science (BS), Agricultural Economics
BNY Mellon November 2013 - Present
Boston Red Sox March 2013 - Present
Tampa Bay Devil Rays February 2010 - Present
Skills
People Skills, Time Management, Maintaining A Positive..., Dependable Team Player
Education
The University of Connecticut 2005 — 2009
Bachelor of Science (BS), Agricultural Economics
Peter Gudath's BNY Mellon Experience October 2014 - Present
Job Financial Service Professional
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
State Street August 2011 - December 2012
State Street 2009 - July 2011
State Street 2002 - 2009
State Street 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1999
Skills
Financial Analysis, Mutual Funds, Securities, Equities, Financial Services, Bloomberg, Fixed Income, Asset Management, Accounting, Portfolio Management
Education
University of Dayton 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Lakeland Regional High School 1974 — 1978
BNY Mellon October 2014 - Present
State Street August 2011 - December 2012
State Street 2009 - July 2011
State Street 2002 - 2009
State Street 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1999
Skills
Financial Analysis, Mutual Funds, Securities, Equities, Financial Services, Bloomberg, Fixed Income, Asset Management, Accounting, Portfolio Management
Education
University of Dayton 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Lakeland Regional High School 1974 — 1978
Marina Cintron's BNY Mellon Experience 2000 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2000 - 2004
Education
The University of Connecticut 2005 — 2011
Bachelor of Arts (BA), English Language and Literature, General, 3.8
BNY Mellon 2000 - 2004
Education
The University of Connecticut 2005 — 2011
Bachelor of Arts (BA), English Language and Literature, General, 3.8
Nick Marsini's BNY Mellon Experience October 2010 - January 2014
Job Compliance Analyst
Industry Financial Services
Experience
Barclays March 2015 - Present
JPMorgan Chase January 2014 - March 2015
BNY Mellon October 2010 - January 2014
Skills
AML, Anti Money Laundering, Hedge Funds, Mutual Funds, Securities, KYC, Fund Administration, FINRA, Financial Services, Operational Risk, Asset Management, Banking, Microsoft Office, Alternative Investments
Education
University of Delaware 2006 — 2010
Bachelor of Arts (BA), History
Barclays March 2015 - Present
JPMorgan Chase January 2014 - March 2015
BNY Mellon October 2010 - January 2014
Skills
AML, Anti Money Laundering, Hedge Funds, Mutual Funds, Securities, KYC, Fund Administration, FINRA, Financial Services, Operational Risk, Asset Management, Banking, Microsoft Office, Alternative Investments
Education
University of Delaware 2006 — 2010
Bachelor of Arts (BA), History
Jay Bailey's BNY Mellon Experience August 2003 - March 2008
Job Asset Manager at Berkeley Point Capital LLC
Industry Commercial Real Estate
Experience
Berkeley Point Capital LLC December 2011 - March 2013
BioMed Realty Trust January 2009 - April 2010
MassDevelopment March 2008 - August 2008
BNY Mellon August 2003 - March 2008
New Boston Fund June 2000 - August 2003
BNY Mellon April 1998 - June 2000
Skills
Real Estate, Real Estate Economics, Valuation, Asset Management, Disposition, Property, Due Diligence, Commercial Real Estate, Portfolio Management, Financial Modeling, Financial Analysis, Leases, Real Estate Transactions, Property Management, Loans, Finance, Real Estate Financing, Lease Negotiations, Negotiation, Acquisitions, Lease Administration, Appraisals, Investment Properties
Education
The University of Connecticut 1986 — 1990
Bachelor of Arts (BA), Economics
Berkeley Point Capital LLC December 2011 - March 2013
BioMed Realty Trust January 2009 - April 2010
MassDevelopment March 2008 - August 2008
BNY Mellon August 2003 - March 2008
New Boston Fund June 2000 - August 2003
BNY Mellon April 1998 - June 2000
Skills
Real Estate, Real Estate Economics, Valuation, Asset Management, Disposition, Property, Due Diligence, Commercial Real Estate, Portfolio Management, Financial Modeling, Financial Analysis, Leases, Real Estate Transactions, Property Management, Loans, Finance, Real Estate Financing, Lease Negotiations, Negotiation, Acquisitions, Lease Administration, Appraisals, Investment Properties
Education
The University of Connecticut 1986 — 1990
Bachelor of Arts (BA), Economics
Kim Gonzon's BNY Mellon Experience September 2007 - Present
Job Alternative Investments Team Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2007 - Present
BNY Mellon January 2005 - Present
BNY Mellon (formerly PFPC) June 2000 - Present
BNY Mellon (formerly PFPC) June 1997 - Present
Skills
Securities, Fixed Income, Investments
Education
University of Delaware
Bachelor of Science (BS), Accounting
BNY Mellon September 2007 - Present
BNY Mellon January 2005 - Present
BNY Mellon (formerly PFPC) June 2000 - Present
BNY Mellon (formerly PFPC) June 1997 - Present
Skills
Securities, Fixed Income, Investments
Education
University of Delaware
Bachelor of Science (BS), Accounting
Krasimir Tsochev's BNY Mellon Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2005 - 2013
Skills
Investments, Equities, Fixed Income, Mutual Funds, Securities, Financial Analysis, Business Analysis, Banking, Risk Management, Series 7
Education
University of Central Oklahoma
BNY Mellon 2005 - 2013
Skills
Investments, Equities, Fixed Income, Mutual Funds, Securities, Financial Analysis, Business Analysis, Banking, Risk Management, Series 7
Education
University of Central Oklahoma
Jason McNatt's BNY Mellon Experience April 2013 - Present
Job Senior Support Analyst Eagle Platform Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon July 2001 - April 2013
Education
University of Delaware
Bachelor's Degree, Accounting
BNY Mellon April 2013 - Present
BNY Mellon July 2001 - April 2013
Education
University of Delaware
Bachelor's Degree, Accounting
Christopher Burbidge's BNY Mellon Experience 2005 - Present
Job Vice President Mutual Fund Conversions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2005 - Present
PNC 1996 - 2005
Education
University of Delaware
Bachelor of Science (BS), Finance
BNY Mellon 2005 - Present
PNC 1996 - 2005
Education
University of Delaware
Bachelor of Science (BS), Finance
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