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
Barbara Denton Barbara Denton's BNY Mellon Experience May 2006 - Present
Job VP Client Service Manager, BNY Mellon Corporate Trust
Industry Financial Services
Experience
BNY Mellon May 2006 - Present
Dufresne & Associates, CPA, PA December 2004 - April 2006
EY October 1997 - June 2004
Skills
Management, Financial Services, Bonds, Mutual Funds, Risk Management, Securities, Vendor Management, Business Analysis, Finance, Cash Flow, Series 7, Process Improvement, Investment Management, Fixed Income, Bloomberg
Education
University of Florida
Bachelor of Science (BS) Business Administration, Finance and Economics
BNY Mellon May 2006 - Present
Dufresne & Associates, CPA, PA December 2004 - April 2006
EY October 1997 - June 2004
Skills
Management, Financial Services, Bonds, Mutual Funds, Risk Management, Securities, Vendor Management, Business Analysis, Finance, Cash Flow, Series 7, Process Improvement, Investment Management, Fixed Income, Bloomberg
Education
University of Florida
Bachelor of Science (BS) Business Administration, Finance and Economics
Alejandro Hoyos Alejandro Hoyos's BNY Mellon Experience September 2015 - Present
Job Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon August 2011 - Present
Milton Motors, Inc. January 2010 - July 2011
BNY Mellon March 2007 - December 2009
Skills
Banking, Business Analysis, Financial Analysis, Analysis, Financial Reporting, Financial Modeling, Customer Service, Process Improvement
Education
University of Houston, C.T. Bauer College of Business
Master of Business Administration (M.B.A.)
University of Houston 2004 — 2006
Bachelor of Arts (B.A.), Economics
University of Houston 2004 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
BNY Mellon September 2015 - Present
BNY Mellon August 2011 - Present
Milton Motors, Inc. January 2010 - July 2011
BNY Mellon March 2007 - December 2009
Skills
Banking, Business Analysis, Financial Analysis, Analysis, Financial Reporting, Financial Modeling, Customer Service, Process Improvement
Education
University of Houston, C.T. Bauer College of Business
Master of Business Administration (M.B.A.)
University of Houston 2004 — 2006
Bachelor of Arts (B.A.), Economics
University of Houston 2004 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
Garret Cohen Garret Cohen's BNY Mellon Experience September 2012 - November 2012
Job SEC/SOX Analyst at Arrow Electronics
Industry Oil & Energy
Experience
Arrow Electronics August 2015 - Present
Kinder Morgan December 2012 - August 2015
BNY Mellon September 2012 - November 2012
Trican Well Service Ltd. March 2012 - June 2012
Merrill Lynch August 2010 - December 2010
Bubbles Car Wash October 2008 - March 2009
Wish Bakery December 2005 - August 2007
Philly Connection August 2004 - November 2005
Skills
Financial Analysis, Financial Reporting, Cash Flow, Accounting, General Ledger, Finance, Risk Management, Investment Strategies, Microsoft Office, Microsoft Excel, Investment Advisory, Game Theory, XBRL, Equity Research, Equity Valuation, Equity Trading, Commodity Risk..., Business Analysis, Competitive Analysis, Trading Strategies, Microsoft Dynamics, Word, Excel, PowerPoint, Customer Service, Data Entry, Problem Solving, Teamwork, Mentoring, OnBase, Hedging, SketchUp, Pivot Tables, Equities, Private Equity, Webfilings, Analysis, Financial Modeling, Energy, SmartOffice, Lawson General Ledger, FERC, CERCLA, RCRA
Education
University of Houston
Bachelor of Business Administration, Accounting, Finance
University of Sydney
Arrow Electronics August 2015 - Present
Kinder Morgan December 2012 - August 2015
BNY Mellon September 2012 - November 2012
Trican Well Service Ltd. March 2012 - June 2012
Merrill Lynch August 2010 - December 2010
Bubbles Car Wash October 2008 - March 2009
Wish Bakery December 2005 - August 2007
Philly Connection August 2004 - November 2005
Skills
Financial Analysis, Financial Reporting, Cash Flow, Accounting, General Ledger, Finance, Risk Management, Investment Strategies, Microsoft Office, Microsoft Excel, Investment Advisory, Game Theory, XBRL, Equity Research, Equity Valuation, Equity Trading, Commodity Risk..., Business Analysis, Competitive Analysis, Trading Strategies, Microsoft Dynamics, Word, Excel, PowerPoint, Customer Service, Data Entry, Problem Solving, Teamwork, Mentoring, OnBase, Hedging, SketchUp, Pivot Tables, Equities, Private Equity, Webfilings, Analysis, Financial Modeling, Energy, SmartOffice, Lawson General Ledger, FERC, CERCLA, RCRA
Education
University of Houston
Bachelor of Business Administration, Accounting, Finance
University of Sydney
Sabrina Schmidt Sabrina Schmidt's BNY Mellon Experience October 2008 - Present
Job Vice President, Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2008 - Present
The Bank of New York Mellon June 2007 - October 2008
JPMorgan Chase December 2005 - June 2007
Skills
Portfolio Management, Bloomberg, Banking, Financial Analysis, Investments, Asset Management, Fixed Income, Securities, Financial Services, Financial Modeling, Equities, Microsoft Office
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
BNY Mellon October 2008 - Present
The Bank of New York Mellon June 2007 - October 2008
JPMorgan Chase December 2005 - June 2007
Skills
Portfolio Management, Bloomberg, Banking, Financial Analysis, Investments, Asset Management, Fixed Income, Securities, Financial Services, Financial Modeling, Equities, Microsoft Office
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Scott Ruskin Scott Ruskin's BNY Mellon Experience May 2011 - August 2011
Job Analyst Valuation Control at HSBC
Industry Financial Services
Experience
HSBC August 2014 - Present
HSBC July 2012 - July 2014
BNY Mellon May 2011 - August 2011
Environmental Finance July 2010 - August 2010
BNY Mellon May 2009 - August 2009
Education
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2008 — 2011
Bachelor of Science (BS), Business Administration
HSBC August 2014 - Present
HSBC July 2012 - July 2014
BNY Mellon May 2011 - August 2011
Environmental Finance July 2010 - August 2010
BNY Mellon May 2009 - August 2009
Education
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2008 — 2011
Bachelor of Science (BS), Business Administration
Assem Altay Assem Altay's BNY Mellon Experience July 2012 - February 2014
Job Accountant
Industry Accounting
Experience
Sysco March 2014 - Present
BNY Mellon July 2012 - February 2014
Skills
Financial Analysis, Microsoft Excel, Banking, Outlook, Data Analysis, PowerPoint, Account Reconciliation, Microsoft Word, Microsoft Office, Bloomberg, SAP, Risk Management, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Financial Services, Finance, Fixed Assets, Accruals, Payroll, ADP Payroll
Education
University of Houston-Downtown 2011 — 2013
Bachelor's degree, Accounting
Kazahskij Nacionalnij Universitet im. Al Farabi 2002 — 2004
Applied Math, Computer Science
Physical-Mathematical Specialized Boarding High School 2000 — 2002
High School Diploma, Mathematics and Physics
Sysco March 2014 - Present
BNY Mellon July 2012 - February 2014
Skills
Financial Analysis, Microsoft Excel, Banking, Outlook, Data Analysis, PowerPoint, Account Reconciliation, Microsoft Word, Microsoft Office, Bloomberg, SAP, Risk Management, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Financial Services, Finance, Fixed Assets, Accruals, Payroll, ADP Payroll
Education
University of Houston-Downtown 2011 — 2013
Bachelor's degree, Accounting
Kazahskij Nacionalnij Universitet im. Al Farabi 2002 — 2004
Applied Math, Computer Science
Physical-Mathematical Specialized Boarding High School 2000 — 2002
High School Diploma, Mathematics and Physics
Patrick Desmond's BNY Mellon Experience March 2013 - Present
Job Private Wealth Hedge Fund Investments
Industry Investment Management
Experience
BNY Mellon March 2013 - Present
BNY Mellon September 2011 - March 2013
Automatic Quincy July 2010 - August 2011
Raymond James Financial June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Financial Modeling, Equities, Microsoft Excel, Valuation, Financial Reporting, Bloomberg Terminal, Investments, Fixed Income, Corporate Finance, Fund Accounting, Accounting, Securities, Investment Banking, Account Reconciliation, Due Diligence, Wealth Management, Financial Risk, Asset Management, Investment Management, Trading, Financial Markets, Asset Allocation, Risk Management, Hedge Funds, Alternative Investments, Options, ETFs, Investment Strategies, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
BNY Mellon March 2013 - Present
BNY Mellon September 2011 - March 2013
Automatic Quincy July 2010 - August 2011
Raymond James Financial June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Financial Modeling, Equities, Microsoft Excel, Valuation, Financial Reporting, Bloomberg Terminal, Investments, Fixed Income, Corporate Finance, Fund Accounting, Accounting, Securities, Investment Banking, Account Reconciliation, Due Diligence, Wealth Management, Financial Risk, Asset Management, Investment Management, Trading, Financial Markets, Asset Allocation, Risk Management, Hedge Funds, Alternative Investments, Options, ETFs, Investment Strategies, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
Christine McNabb Christine McNabb's BNY Mellon Experience August 2015 - Present
Job Team Lead BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Convergex June 2009 - Present
Sallie Mae 2007 - 2009
Education
University of Florida 1997 — 2001
Bachelor of Science (B.S.)
BNY Mellon August 2015 - Present
Convergex June 2009 - Present
Sallie Mae 2007 - 2009
Education
University of Florida 1997 — 2001
Bachelor of Science (B.S.)
Caroline Sam Caroline Sam's BNY Mellon Experience February 2013 - January 2014
Job Financial Reporting at Invesco Inc.
Industry Financial Services
Experience
Invesco US March 2014 - Present
Photography 2008 - Present
BNY Mellon February 2013 - January 2014
Sirius XM Radio Inc. 2012 - August 2012
Society of Prevention of Cruelty to Animals September 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Forecasting, Budgets, Financial Analysis, Financial Reporting, Photoshop, Social Media, Portfolio Management, Digital Photography, Non-profits, Lightroom, Team-oriented, Project Management, Nonprofits, Investment Banking, Account Reconciliation, Stock Market, Investments, Bloomberg Terminal, PowerPoint, Teamwork, Customer Service
Education
University of St. Thomas (TX) 2014 — 2016
Masters of Science in Accounting & Finance, Accounting and Finance
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Invesco US March 2014 - Present
Photography 2008 - Present
BNY Mellon February 2013 - January 2014
Sirius XM Radio Inc. 2012 - August 2012
Society of Prevention of Cruelty to Animals September 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Forecasting, Budgets, Financial Analysis, Financial Reporting, Photoshop, Social Media, Portfolio Management, Digital Photography, Non-profits, Lightroom, Team-oriented, Project Management, Nonprofits, Investment Banking, Account Reconciliation, Stock Market, Investments, Bloomberg Terminal, PowerPoint, Teamwork, Customer Service
Education
University of St. Thomas (TX) 2014 — 2016
Masters of Science in Accounting & Finance, Accounting and Finance
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Raj Sojitra Raj Sojitra's BNY Mellon Experience July 2013 - Present
Job Asset Administrator at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2013 - Present
E-Z Tax And Accounting Service January 2013 - July 2013
Nishad Corporation November 2009 - January 2013
University of Houston Gamesroom January 2011 - July 2012
Skills
Customer Service, Microsoft Office, Access, Microsoft Excel, QuickBooks, PowerPoint, Microsoft Word, Visio, Teamwork, Accounting, Data Entry, Time Management, Windows 7, PeopleSoft, Peachtree, Microsoft Dynamics, Account Reconciliation, General Ledger, Accounts Payable, Bank Reconciliation, Financial Statements, Analysis
Education
University of Houston 2009 — 2012
Bachelor of Business Administration in Accounting, Accounting
BNY Mellon July 2013 - Present
E-Z Tax And Accounting Service January 2013 - July 2013
Nishad Corporation November 2009 - January 2013
University of Houston Gamesroom January 2011 - July 2012
Skills
Customer Service, Microsoft Office, Access, Microsoft Excel, QuickBooks, PowerPoint, Microsoft Word, Visio, Teamwork, Accounting, Data Entry, Time Management, Windows 7, PeopleSoft, Peachtree, Microsoft Dynamics, Account Reconciliation, General Ledger, Accounts Payable, Bank Reconciliation, Financial Statements, Analysis
Education
University of Houston 2009 — 2012
Bachelor of Business Administration in Accounting, Accounting
Gianluca Argentini Gianluca Argentini's BNY Mellon Experience May 2014 - August 2014
Job Manufacturing Engineering Intern at Harris Corp.
Industry Financial Services
Experience
Harris Corp. (H Q) May 2015 - Present
BNY Mellon May 2014 - August 2014
Magallan Tennis Academy May 2012 - August 2012
Magallan Tennis Academy May 2011 - August 2011
Skills
Time Management, VB.NET, Critical Thinking, Mathematics, Salesforce.com, Bloomberg Terminal, Leadership, PowerPoint, Risk Management, Open Minded, Data Analysis, Microsoft Office
Education
University of Florida 2011 — 2016
Bachelor's Degree, Industrial and Systems Engineering with a Minor in Sales Engineering
University of Florida 2011 — 2016
industrial & Systems Engineering
Harris Corp. (H Q) May 2015 - Present
BNY Mellon May 2014 - August 2014
Magallan Tennis Academy May 2012 - August 2012
Magallan Tennis Academy May 2011 - August 2011
Skills
Time Management, VB.NET, Critical Thinking, Mathematics, Salesforce.com, Bloomberg Terminal, Leadership, PowerPoint, Risk Management, Open Minded, Data Analysis, Microsoft Office
Education
University of Florida 2011 — 2016
Bachelor's Degree, Industrial and Systems Engineering with a Minor in Sales Engineering
University of Florida 2011 — 2016
industrial & Systems Engineering
Huayu Alex Yang Huayu Alex Yang's BNY Mellon Experience November 2012 - Present
Job Trust Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Skills
Research, Microsoft Office, Customer Service, PowerPoint, Non-profits, Data Entry, Microsoft Word, Microsoft Excel, Community Service, Facebook, Outlook, Financial Analysis, Finance, Account Reconciliation, Spreadsheets, Account Management
Education
University of Houston 2006 — 2012
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
BNY Mellon November 2012 - Present
Skills
Research, Microsoft Office, Customer Service, PowerPoint, Non-profits, Data Entry, Microsoft Word, Microsoft Excel, Community Service, Facebook, Outlook, Financial Analysis, Finance, Account Reconciliation, Spreadsheets, Account Management
Education
University of Houston 2006 — 2012
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Robin Kielkowski, MBCP's BNY Mellon Experience July 2010 - Present
Job Global Business Continuity at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing January 2004 - July 2010
PFPC (PNC Subsidiary) December 2000 - January 2004
W.L. Gore & Associates January 2000 - December 2000
Skills
Risk Management, Program Management, Strategy, Vendor Management, Leadership, Business Analysis, Financial Services, Project Management, Project Planning, Process Improvement, Disaster Recovery
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Business Administration – Magna Cum Laude, Business & Economics, MIS
BNY Mellon July 2010 - Present
PNC Global Investment Servicing January 2004 - July 2010
PFPC (PNC Subsidiary) December 2000 - January 2004
W.L. Gore & Associates January 2000 - December 2000
Skills
Risk Management, Program Management, Strategy, Vendor Management, Leadership, Business Analysis, Financial Services, Project Management, Project Planning, Process Improvement, Disaster Recovery
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Business Administration – Magna Cum Laude, Business & Economics, MIS
Ginette Zetrenne Ginette Zetrenne's BNY Mellon Experience February 2014 - Present
Job Fund Accountant II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
JPMorgan Chase August 2011 - August 2014
University of Florida August 2009 - May 2011
JPMorgan Chase May 2010 - August 2010
Publix Super Markets May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Equities, Corporate Finance, Strategic Financial..., Finance, Credit, Derivatives, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Management, Customer Service, Analysis, Risk Management, Accounting
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
BNY Mellon February 2014 - Present
JPMorgan Chase August 2011 - August 2014
University of Florida August 2009 - May 2011
JPMorgan Chase May 2010 - August 2010
Publix Super Markets May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Equities, Corporate Finance, Strategic Financial..., Finance, Credit, Derivatives, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Management, Customer Service, Analysis, Risk Management, Accounting
Education
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Shivam Gandhi Shivam Gandhi's BNY Mellon Experience June 2012 - Present
Job Financial Analyst I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2012 - Present
Best Western International May 2011 - June 2012
Skills
Project Finance, Accounting, Analysts, Financial Modeling, Finance, Analysis, Auditing, Training, Credit, Recruiting, Management, Customer Service, Sales, Financial Analysis, CRM, Financial Reporting, Forecasting, Risk Management, Budgets, Investments, Strategic Financial..., Entrepreneurship, Valuation, Account Reconciliation, Banking, Financial Accounting, Data Analysis, Loans, Accounts Payable, SAP, Cash Management, Financial Statements, Microsoft Excel
Education
University of Houston 2005 — 2011
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2005 — 2011
BBA, Finance
BNY Mellon June 2012 - Present
Best Western International May 2011 - June 2012
Skills
Project Finance, Accounting, Analysts, Financial Modeling, Finance, Analysis, Auditing, Training, Credit, Recruiting, Management, Customer Service, Sales, Financial Analysis, CRM, Financial Reporting, Forecasting, Risk Management, Budgets, Investments, Strategic Financial..., Entrepreneurship, Valuation, Account Reconciliation, Banking, Financial Accounting, Data Analysis, Loans, Accounts Payable, SAP, Cash Management, Financial Statements, Microsoft Excel
Education
University of Houston 2005 — 2011
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2005 — 2011
BBA, Finance
Jessica Rutledge's BNY Mellon Experience May 2015 - Present
Job Marketing & Comms Associate | Amherst Capital Management
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon December 2013 - May 2015
Deutsche Bank December 2011 - December 2013
The Institute of Culinary Education July 2011 - October 2011
The University of Hartford May 2010 - July 2011
ABC Television May 2010 - August 2010
BRT General Corporation February 2008 - August 2010
Institute of Culinary Education June 2009 - August 2009
The Institute of Culinary Education June 2009 - August 2009
Skills
Social Media, Facebook, Media Relations, Marketing, Press Releases, Public Relations, Microsoft Office, Event Planning, Corporate Communications, Editing, Internal Communications, Journalism, Leadership, Marketing Communications, Strategic Communications
Education
University of Hartford 2008 — 2011
Bachelor of Arts in Communications, Public relations, advertising, & French language
Pomperaug Highschool 2004 — 2008
BNY Mellon May 2015 - Present
BNY Mellon December 2013 - May 2015
Deutsche Bank December 2011 - December 2013
The Institute of Culinary Education July 2011 - October 2011
The University of Hartford May 2010 - July 2011
ABC Television May 2010 - August 2010
BRT General Corporation February 2008 - August 2010
Institute of Culinary Education June 2009 - August 2009
The Institute of Culinary Education June 2009 - August 2009
Skills
Social Media, Facebook, Media Relations, Marketing, Press Releases, Public Relations, Microsoft Office, Event Planning, Corporate Communications, Editing, Internal Communications, Journalism, Leadership, Marketing Communications, Strategic Communications
Education
University of Hartford 2008 — 2011
Bachelor of Arts in Communications, Public relations, advertising, & French language
Pomperaug Highschool 2004 — 2008
Nam Phan Nam Phan's BNY Mellon Experience January 2013 - Present
Job Senior Trust Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon March 2007 - December 2012
Wells Fargo Bank June 2006 - January 2007
Capital One Bank March 2005 - March 2006
Skills
Securities, Bloomberg, Portfolio Management, Investments, Equities, Financial Services, Asset Management, Fixed Income, Banking, Relationship Management, Financial Analysis, Bonds, Cash Management, Finance, Corporate Finance, Client Services, Risk Management, Financial Reporting, Swaps, Cash Flow, Trust Services, ABS, Customer Service, Data Analysis
Education
University of Houston 1998 — 2004
Bachelor of Business Administration (BBA), Marketing
BNY Mellon January 2013 - Present
BNY Mellon March 2007 - December 2012
Wells Fargo Bank June 2006 - January 2007
Capital One Bank March 2005 - March 2006
Skills
Securities, Bloomberg, Portfolio Management, Investments, Equities, Financial Services, Asset Management, Fixed Income, Banking, Relationship Management, Financial Analysis, Bonds, Cash Management, Finance, Corporate Finance, Client Services, Risk Management, Financial Reporting, Swaps, Cash Flow, Trust Services, ABS, Customer Service, Data Analysis
Education
University of Houston 1998 — 2004
Bachelor of Business Administration (BBA), Marketing
Carol Simmons Carr Carol Simmons Carr's BNY Mellon Experience 1997 - 2000
Job Treasury Sales/Business Owner
Industry Financial Services
Experience
Garfield Estates Vineyard & Winery January 2000 - October 2013
Colorado State Bank and Trust 2007 - 2009
BNY Mellon 1997 - 2000
TCI-Telecommunications Inc. (Comcast) 1994 - 1996
First Interstate Bank 1989 - 1993
Federal Reserve System September 1986 - 1989
Skills
Entrepreneurship, Business Development, Banking, Commercial Banking, Financial Services, Cash Management, Finance, Sales, Certified Treasury..., Treasury Services, Leadership, Wine, Wineries, Financial Analysis, Consumer Lending, Small Business, Commercial Lending
Education
University of Houston
B.A., English
Garfield Estates Vineyard & Winery January 2000 - October 2013
Colorado State Bank and Trust 2007 - 2009
BNY Mellon 1997 - 2000
TCI-Telecommunications Inc. (Comcast) 1994 - 1996
First Interstate Bank 1989 - 1993
Federal Reserve System September 1986 - 1989
Skills
Entrepreneurship, Business Development, Banking, Commercial Banking, Financial Services, Cash Management, Finance, Sales, Certified Treasury..., Treasury Services, Leadership, Wine, Wineries, Financial Analysis, Consumer Lending, Small Business, Commercial Lending
Education
University of Houston
B.A., English
KENNY TIONG KENNY TIONG's BNY Mellon Experience May 2015 - Present
Job Corporate Trust Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon February 2014 - February 2015
University of Houston August 2011 - December 2013
First Investors Corporation December 2009 - October 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Analysis, Leadership, Outlook, Accounting
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Finance, 3.5/4.0
University of Houston, C.T. Bauer College of Business 2007 — 2009
BBA, Finance, 3.2/4.0
BNY Mellon May 2015 - Present
BNY Mellon February 2014 - February 2015
University of Houston August 2011 - December 2013
First Investors Corporation December 2009 - October 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Analysis, Leadership, Outlook, Accounting
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Finance, 3.5/4.0
University of Houston, C.T. Bauer College of Business 2007 — 2009
BBA, Finance, 3.2/4.0
Paul Yindeemark's BNY Mellon Experience July 2014 - Present
Job CT Workflow Lead
Industry Capital Markets
Experience
BNY Mellon July 2014 - Present
AT&T May 2010 - April 2014
JPMorgan Chase July 2000 - February 2005
Skills
Customer Retention, Account Management, Account Reconciliation, Finance, Management, Financial Analysis, Cash Management, Process Improvement, Financial Services, Banking, Microsoft Excel, Treasury Services, Relationship Management, Project Management, SharePoint
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), International Business
BNY Mellon July 2014 - Present
AT&T May 2010 - April 2014
JPMorgan Chase July 2000 - February 2005
Skills
Customer Retention, Account Management, Account Reconciliation, Finance, Management, Financial Analysis, Cash Management, Process Improvement, Financial Services, Banking, Microsoft Excel, Treasury Services, Relationship Management, Project Management, SharePoint
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), International Business
Jose Cotelo's BNY Mellon Experience September 2015 - Present
Job Lead Performance Analyst at BNY Mellon
Industry Accounting
Experience
BNY Mellon September 2015 - Present
BNY Mellon December 2014 - Present
BNY Mellon May 2014 - December 2014
BNY Mellon April 2013 - May 2014
ICT Investments May 2012 - March 2013
Ameritiles December 2005 - May 2012
AK Tools & Sinks January 2007 - 2009
Skills
Business Development, Renewable Energy, New Business Development, Strategic Planning, Marketing Strategy, Project Planning, Alternative Energy, Sales, Sales Management, Account Management, Coordination, Analysis, Project Management, Strategy, Financial Analysis, Bloomberg
Education
University of Florida 2010 — 2011
Masters of Science Top 10 National Program, Entrepreneurship/Entrepreneurial Studies, A
Passed the June 2015 CFA Level 2 Exam
University of Florida 2005 — 2007
Bachelor of Business Administration (B.B.A.), Management, A
BNY Mellon September 2015 - Present
BNY Mellon December 2014 - Present
BNY Mellon May 2014 - December 2014
BNY Mellon April 2013 - May 2014
ICT Investments May 2012 - March 2013
Ameritiles December 2005 - May 2012
AK Tools & Sinks January 2007 - 2009
Skills
Business Development, Renewable Energy, New Business Development, Strategic Planning, Marketing Strategy, Project Planning, Alternative Energy, Sales, Sales Management, Account Management, Coordination, Analysis, Project Management, Strategy, Financial Analysis, Bloomberg
Education
University of Florida 2010 — 2011
Masters of Science Top 10 National Program, Entrepreneurship/Entrepreneurial Studies, A
Passed the June 2015 CFA Level 2 Exam
University of Florida 2005 — 2007
Bachelor of Business Administration (B.B.A.), Management, A
James Pilkington's BNY Mellon Experience May 2011 - Present
Job Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
BNY Mellon January 2009 - May 2011
Tesco PLC June 2008 - July 2009
Skills
Microsoft Excel, VBA, SQL, Business Analysis, Project Planning, Problem Solving, Microsoft Office, Process Improvement, Training Delivery, MIS, Project Management, Microsoft Access, ODBC, Access
Education
University of Derby 2004 — 2008
Mathematics and Computer Science
BNY Mellon May 2011 - Present
BNY Mellon January 2009 - May 2011
Tesco PLC June 2008 - July 2009
Skills
Microsoft Excel, VBA, SQL, Business Analysis, Project Planning, Problem Solving, Microsoft Office, Process Improvement, Training Delivery, MIS, Project Management, Microsoft Access, ODBC, Access
Education
University of Derby 2004 — 2008
Mathematics and Computer Science
Adam Gerry Adam Gerry's BNY Mellon Experience 2004 - 2006
Job First Vice President
Industry Commercial Real Estate
Experience
SRS Real Estate Partners June 2012 - Present
J. Wayne Miller Company September 2007 - May 2012
REO America August 2006 - September 2007
BNY Mellon 2004 - 2006
Skills
Brokerage, Retail, Retail Brokerage, Tenant Representation, Leasing, Market Research, Site Selection, Lease Negotiation, Negotiation, Retail Development, Landlord Representation, Sales, Retail Disposition, Closing Skills, Land Brokerage, Financial Analysis, Valuation, Problem Solving, Strategic Planning, Lease Administration, Property Management, Business Networking, Professional Networking, Microsoft Office, Self Storage, Warehousing, Real Estate, Disposition, Landlord, Lease Negotiations, Location Intelligence, Landlords, Property, Real Estate Economics, Shopping Centers, Real Estate Development, Tenant, Portfolio Management, Corporate Real Estate, Land Acquisition, Real Estate Transactions, Investment Sales, Real Estate Financing, Investment Properties, Brokers, Acquisitions, Investments, Selling Skills, Leases, Commercial Real Estate
Education
University of Florida 1998 — 2000
BS, Finance
Lake Brantley High School
Lake Brantley High School
Lake Brantley High School
SRS Real Estate Partners June 2012 - Present
J. Wayne Miller Company September 2007 - May 2012
REO America August 2006 - September 2007
BNY Mellon 2004 - 2006
Skills
Brokerage, Retail, Retail Brokerage, Tenant Representation, Leasing, Market Research, Site Selection, Lease Negotiation, Negotiation, Retail Development, Landlord Representation, Sales, Retail Disposition, Closing Skills, Land Brokerage, Financial Analysis, Valuation, Problem Solving, Strategic Planning, Lease Administration, Property Management, Business Networking, Professional Networking, Microsoft Office, Self Storage, Warehousing, Real Estate, Disposition, Landlord, Lease Negotiations, Location Intelligence, Landlords, Property, Real Estate Economics, Shopping Centers, Real Estate Development, Tenant, Portfolio Management, Corporate Real Estate, Land Acquisition, Real Estate Transactions, Investment Sales, Real Estate Financing, Investment Properties, Brokers, Acquisitions, Investments, Selling Skills, Leases, Commercial Real Estate
Education
University of Florida 1998 — 2000
BS, Finance
Lake Brantley High School
Lake Brantley High School
Lake Brantley High School
Kara Grant- Haynes Kara Grant- Haynes's BNY Mellon Experience
Job Global Client Service Admin at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Customer Service, PowerPoint, Microsoft Excel, Banking, Equities, Financial Services, Business Analysis, Microsoft Office, Mutual Funds
Education
University of Hartford
BNY Mellon
Skills
Customer Service, PowerPoint, Microsoft Excel, Banking, Equities, Financial Services, Business Analysis, Microsoft Office, Mutual Funds
Education
University of Hartford
Sarfraz Faruk Sarfraz Faruk's BNY Mellon Experience January 2009 - January 2013
Job Ambassador Presto
Industry Transportation/Trucking/Railroad
Experience
PRESTO (Metrolinx) May 2015 - Present
TTC August 2014 - March 2015
BNY Mellon January 2009 - January 2013
Scotiabank May 2008 - November 2008
JPMorgan Chase July 2006 - July 2007
Master Perfumes Incorporated December 2004 - June 2006
Citi January 2002 - August 2004
Skills
Corporate Finance, Asset Managment, Team Building, Business Development, Financial Analysis, Project Management, Project Finance, Asset Management, Sales Management, Banking, Analysis, Portfolio Management, Credit, Investments, Accounting, Marketing Strategy, Risk Management, Relationship Management, Account Reconciliation, Loans, Capital Markets, Bloomberg, Equities, Credit Cards, Securities, Credit Risk, Mutual Funds, Credit Analysis, Payments, Wealth Management
Education
University of St. Thomas (TX) 2004 — 2006
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Emirates English speaking school
PRESTO (Metrolinx) May 2015 - Present
TTC August 2014 - March 2015
BNY Mellon January 2009 - January 2013
Scotiabank May 2008 - November 2008
JPMorgan Chase July 2006 - July 2007
Master Perfumes Incorporated December 2004 - June 2006
Citi January 2002 - August 2004
Skills
Corporate Finance, Asset Managment, Team Building, Business Development, Financial Analysis, Project Management, Project Finance, Asset Management, Sales Management, Banking, Analysis, Portfolio Management, Credit, Investments, Accounting, Marketing Strategy, Risk Management, Relationship Management, Account Reconciliation, Loans, Capital Markets, Bloomberg, Equities, Credit Cards, Securities, Credit Risk, Mutual Funds, Credit Analysis, Payments, Wealth Management
Education
University of St. Thomas (TX) 2004 — 2006
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Emirates English speaking school
Diana Franco Diana Franco's BNY Mellon Experience May 2010 - March 2013
Job Manager of Business Planning
Industry Banking
Experience
Pershing, a BNY Mellon company July 2015 - Present
Pershing, a BNY Mellon company March 2014 - June 2015
Pershing, a BNY Mellon company March 2013 - March 2014
BNY Mellon May 2010 - March 2013
Sapphire Investor Relations September 2009 - May 2010
Avalon Partners Inc. May 2008 - August 2008
Skills
Fund Administration, Fund Of Funds, Capital Markets, Investor Relations, Hedge Funds, Fixed Income, Bloomberg, Bloomberg Terminal, Alternative Investments, Mutual Funds, Financial Services, Series 7, Financial Markets, Securities, Equities
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.S., Finance
Pershing, a BNY Mellon company July 2015 - Present
Pershing, a BNY Mellon company March 2014 - June 2015
Pershing, a BNY Mellon company March 2013 - March 2014
BNY Mellon May 2010 - March 2013
Sapphire Investor Relations September 2009 - May 2010
Avalon Partners Inc. May 2008 - August 2008
Skills
Fund Administration, Fund Of Funds, Capital Markets, Investor Relations, Hedge Funds, Fixed Income, Bloomberg, Bloomberg Terminal, Alternative Investments, Mutual Funds, Financial Services, Series 7, Financial Markets, Securities, Equities
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.S., Finance
Kamalya Marano Kamalya Marano's BNY Mellon Experience October 2003 - July 2005
Job Associate Manager Financial Planning and Analysis at PepsiCo
Industry Food & Beverages
Experience
New York Power Authority June 2015 - Present
PepsiCo August 2005 - Present
BNY Mellon October 2003 - July 2005
Anadarko Petroleum February 2001 - February 2003
Unocal 1994 - 1996
Skills
Analysis, Strategic Financial..., Financial Analysis, Finance, Financial Modeling, FMCG, Forecasting, Pricing, Strategy, Project Management, Financial Planning
Education
University of Phoenix 2001 — 2006
Master of Business Administration (MBA), International Management
University of Houston, C.T. Bauer College of Business 1997 — 2001
Bachelor in Finance, Finance, General
FSA 1993 — 1994
New York Power Authority June 2015 - Present
PepsiCo August 2005 - Present
BNY Mellon October 2003 - July 2005
Anadarko Petroleum February 2001 - February 2003
Unocal 1994 - 1996
Skills
Analysis, Strategic Financial..., Financial Analysis, Finance, Financial Modeling, FMCG, Forecasting, Pricing, Strategy, Project Management, Financial Planning
Education
University of Phoenix 2001 — 2006
Master of Business Administration (MBA), International Management
University of Houston, C.T. Bauer College of Business 1997 — 2001
Bachelor in Finance, Finance, General
FSA 1993 — 1994
Matt Horne Matt Horne's BNY Mellon Experience December 2009 - Present
Job Vice President, Markets Group Liquidity at BNY Mellon
Industry Banking
Experience
BNY Mellon December 2009 - Present
BNY Mellon May 2008 - December 2009
Skills
Investments, Series 63, Series 7, Fixed Income, Bloomberg, Securities
Education
University of Florida 2004 — 2008
Economics
BNY Mellon December 2009 - Present
BNY Mellon May 2008 - December 2009
Skills
Investments, Series 63, Series 7, Fixed Income, Bloomberg, Securities
Education
University of Florida 2004 — 2008
Economics
Syed Amir Syed Amir's BNY Mellon Experience January 2008 - May 2012
Job Senior Treasury Analyst at Texas Children's Hospital
Industry Financial Services
Experience
Texas Children's Hospital April 2015 - Present
Houston International Insurance Group May 2012 - April 2015
BNY Mellon January 2008 - May 2012
Bank of America June 2003 - December 2007
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Risk Management, Treasury, Internal Controls, Process Improvement, Business Analysis, Accounting, Microsoft Office, Microsoft Excel, Variance Analysis, Financial Risk...
Education
University of Houston 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Children's Hospital April 2015 - Present
Houston International Insurance Group May 2012 - April 2015
BNY Mellon January 2008 - May 2012
Bank of America June 2003 - December 2007
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Risk Management, Treasury, Internal Controls, Process Improvement, Business Analysis, Accounting, Microsoft Office, Microsoft Excel, Variance Analysis, Financial Risk...
Education
University of Houston 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Brian McMahon Brian McMahon's BNY Mellon Experience March 2001 - April 2006
Job
Industry Program Development
Experience
NASDAQ OMX April 2014 - April 2015
NASDAQ OMX December 2012 - April 2014
Liquidnet February 2009 - September 2012
Credit Suisse November 2007 - January 2009
NASDAQ August 2006 - September 2007
BNY Mellon March 2001 - April 2006
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Strategy, Start-ups, Market Data, Investments, Trading, Business Strategy, Financial Markets, Capital Markets, Equity Capital Markets, Securities
Education
University of Florida 1993 — 1997
Bachelor of Science
NASDAQ OMX April 2014 - April 2015
NASDAQ OMX December 2012 - April 2014
Liquidnet February 2009 - September 2012
Credit Suisse November 2007 - January 2009
NASDAQ August 2006 - September 2007
BNY Mellon March 2001 - April 2006
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Strategy, Start-ups, Market Data, Investments, Trading, Business Strategy, Financial Markets, Capital Markets, Equity Capital Markets, Securities
Education
University of Florida 1993 — 1997
Bachelor of Science
Josh Josephson Josh Josephson's BNY Mellon Experience November 2012 - March 2014
Job Treasury Accountant at Public Service Credit Union
Industry Financial Services
Experience
Public Service Credit Union January 2015 - Present
U.S. Bank April 2014 - November 2014
BNY Mellon November 2012 - March 2014
Education
University of Florida
MBA
University of Miami
Bachelor of Business Administration
Public Service Credit Union January 2015 - Present
U.S. Bank April 2014 - November 2014
BNY Mellon November 2012 - March 2014
Education
University of Florida
MBA
University of Miami
Bachelor of Business Administration
Ruben Luna Ruben Luna's BNY Mellon Experience October 2014 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon October 2014 - Present
Wells Fargo May 2013 - October 2014
The Bank of New York Mellon October 2006 - May 2013
JPMorgan Chase January 2000 - November 2006
Skills
Hedge Funds, Fixed Income, Securities, Alternative Investments, Bloomberg, Equities, Asset Management, Risk Management, Structured Finance, Structured Products, Financial Services
Education
University of Houston 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon October 2014 - Present
Wells Fargo May 2013 - October 2014
The Bank of New York Mellon October 2006 - May 2013
JPMorgan Chase January 2000 - November 2006
Skills
Hedge Funds, Fixed Income, Securities, Alternative Investments, Bloomberg, Equities, Asset Management, Risk Management, Structured Finance, Structured Products, Financial Services
Education
University of Houston 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Brendan Brooks Brendan Brooks's BNY Mellon Experience June 2012 - May 2014
Job Performance Reporting
Industry Financial Services
Experience
OMERS June 2014 - Present
BNY Mellon June 2012 - May 2014
CIBC Mellon July 2011 - June 2012
Invesco Trimark November 2010 - July 2011
CIBC May 2010 - November 2010
CIBC November 2008 - May 2010
Education
University of Guelph
Bachelor of Arts
OMERS June 2014 - Present
BNY Mellon June 2012 - May 2014
CIBC Mellon July 2011 - June 2012
Invesco Trimark November 2010 - July 2011
CIBC May 2010 - November 2010
CIBC November 2008 - May 2010
Education
University of Guelph
Bachelor of Arts
Iris Glikin, CFA Iris Glikin, CFA's BNY Mellon Experience 2003 - 2005
Job Product Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments 2006 - September 2010
Schott Group Investment Consulting 2005 - 2006
TradeStation Securities 2005 - 2005
BNY Mellon 2003 - 2005
RSM McGladrey 2001 - 2003
Education
University of Florida 1996 — 2000
BBA, Finance
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments 2006 - September 2010
Schott Group Investment Consulting 2005 - 2006
TradeStation Securities 2005 - 2005
BNY Mellon 2003 - 2005
RSM McGladrey 2001 - 2003
Education
University of Florida 1996 — 2000
BBA, Finance
Manny del Valle Manny del Valle's BNY Mellon Experience April 2013 - December 2014
Job President at Maitland Search Group, LLC
Industry Human Resources
Experience
Maitland Search Group, LLC 2015 - Present
NewHealthyDay.com June 2013 - Present
Job Search Consultant 1996 - Present
Orlando Health 2015 - 2015
BNY Mellon April 2013 - December 2014
Cielo Talent September 2012 - December 2012
Aetna June 2011 - September 2012
Source2 October 2010 - April 2011
Foreclosure Cleanup Pros February 2009 - December 2010
RSI 2008 - 2008
Skills
Project Management, Recruiting, Talent Acquisition, Talent Mining, Talent Intelligence, Contract Recruitment, College Recruiting, Internet Recruiting, Human Resources, Human Capital, Health Insurance, Property & Casualty..., Commercial Insurance, Sales, Retained Search, Contingency Staffing, Staffing Plans, Executive Staffing, Applicant Tracking..., Taleo, Kenexa, PeopleSoft, AIRS trained, Pharmacists, Nurse Recruitment, Medical Directors, Mutual Fund Wholesalers, Annuity Wholesalers, Accounting & Finance, Underwriters, Workers' Compensation..., Claims Management, Medicare, Medicaid Managed Care, Sourcing, Talent Management, Onboarding, Employee Benefits, Insurance, Staffing Services, Executive Search, Technical Recruiting, Temporary Staffing, Screening Resumes, Management, New Hire Orientations, Interviews, Training, Benefits Negotiation, Leadership
Education
University of Florida
B.A., Political Science
Maitland Search Group, LLC 2015 - Present
NewHealthyDay.com June 2013 - Present
Job Search Consultant 1996 - Present
Orlando Health 2015 - 2015
BNY Mellon April 2013 - December 2014
Cielo Talent September 2012 - December 2012
Aetna June 2011 - September 2012
Source2 October 2010 - April 2011
Foreclosure Cleanup Pros February 2009 - December 2010
RSI 2008 - 2008
Skills
Project Management, Recruiting, Talent Acquisition, Talent Mining, Talent Intelligence, Contract Recruitment, College Recruiting, Internet Recruiting, Human Resources, Human Capital, Health Insurance, Property & Casualty..., Commercial Insurance, Sales, Retained Search, Contingency Staffing, Staffing Plans, Executive Staffing, Applicant Tracking..., Taleo, Kenexa, PeopleSoft, AIRS trained, Pharmacists, Nurse Recruitment, Medical Directors, Mutual Fund Wholesalers, Annuity Wholesalers, Accounting & Finance, Underwriters, Workers' Compensation..., Claims Management, Medicare, Medicaid Managed Care, Sourcing, Talent Management, Onboarding, Employee Benefits, Insurance, Staffing Services, Executive Search, Technical Recruiting, Temporary Staffing, Screening Resumes, Management, New Hire Orientations, Interviews, Training, Benefits Negotiation, Leadership
Education
University of Florida
B.A., Political Science
Christopher Cattafi Christopher Cattafi's BNY Mellon Experience June 2014 - August 2014
Job Student at University of Florida
Industry
Experience
BNY Mellon June 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Public Speaking, Teamwork, Leadership, Microsoft Excel, Microsoft Word
Education
University of Florida 2015 — 2017
M.S in Information Systems
University of Florida 2013 — 2016
B.A in Economics
BNY Mellon June 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Public Speaking, Teamwork, Leadership, Microsoft Excel, Microsoft Word
Education
University of Florida 2015 — 2017
M.S in Information Systems
University of Florida 2013 — 2016
B.A in Economics
Nathan Noble Nathan Noble's BNY Mellon Experience February 2015 - Present
Job AIS Client Service Officer at BNY Mellon
Industry Investment Management
Experience
BNY Mellon February 2015 - Present
BNY Mellon January 2009 - Present
DePrince, Race & Zollo, Inc. March 2008 - January 2009
Charles Schwab October 2007 - March 2008
Skills
Equities, Fixed Income, Securities, Back Office, Settlement, Derivatives, Trading, Bloomberg, Options, Alternative Investments, Hedge Funds, Asset Management, Banking, Financial Services, Investments, Mutual Funds
Education
University of Florida
Bachelor of Science (B.S.), Business/Managerial Economics
BNY Mellon February 2015 - Present
BNY Mellon January 2009 - Present
DePrince, Race & Zollo, Inc. March 2008 - January 2009
Charles Schwab October 2007 - March 2008
Skills
Equities, Fixed Income, Securities, Back Office, Settlement, Derivatives, Trading, Bloomberg, Options, Alternative Investments, Hedge Funds, Asset Management, Banking, Financial Services, Investments, Mutual Funds
Education
University of Florida
Bachelor of Science (B.S.), Business/Managerial Economics
Susan Gruber Susan Gruber's BNY Mellon Experience 1977 - Present
Job First Vice President/Relationship Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1977 - Present
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Banking, Asset Management, Fixed Income, Financial Services, Equities, Securities, Series 7, Asset Allocation, Alternative Investments, Relationship Management, Credit
Education
University of Hartford 1970 — 1974
B.S., Elementary Education
BNY Mellon 1977 - Present
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Banking, Asset Management, Fixed Income, Financial Services, Equities, Securities, Series 7, Asset Allocation, Alternative Investments, Relationship Management, Credit
Education
University of Hartford 1970 — 1974
B.S., Elementary Education
Geneva Bastien Geneva Bastien's BNY Mellon Experience November 2014 - Present
Job Senior Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon January 2014 - November 2014
Office of Academic Support January 2012 - December 2013
Buckman, Buckman & Reid, Inc July 2012 - August 2012
Skills
Microsoft Office, Community Outreach, Crisis Management, Conflict Management, Event Planning, Facilitating Leadership..., Management, Project Planning, Microsoft Excel, SQL, Eagle PACE, Public Speaking, Financial Analysis
Education
University of Florida
Bachelor of Science in Business Administration, Finance, Actuarial Science
BNY Mellon November 2014 - Present
BNY Mellon January 2014 - November 2014
Office of Academic Support January 2012 - December 2013
Buckman, Buckman & Reid, Inc July 2012 - August 2012
Skills
Microsoft Office, Community Outreach, Crisis Management, Conflict Management, Event Planning, Facilitating Leadership..., Management, Project Planning, Microsoft Excel, SQL, Eagle PACE, Public Speaking, Financial Analysis
Education
University of Florida
Bachelor of Science in Business Administration, Finance, Actuarial Science
Marina Permyakova Marina Permyakova's BNY Mellon Experience October 2011 - January 2013
Job Financial Analyst at Johnson Law Group
Industry Financial Services
Experience
Johnson Law Group February 2015 - Present
Invesco Corporation February 2013 - February 2015
BNY Mellon October 2011 - January 2013
Travis Software October 2009 - September 2011
Group 1 Automotive May 2008 - June 2009
Skills
Financial Reporting, Cash Flow, Accounting, Finance, Variance Analysis, Invoicing, Managerial Finance, Banking, Credit, Management, Journal Entries, Accruals, Portfolio Management, Training, Investments, Loans, Sales, Time Management, Financial Analysis
Education
University of Houston-Victoria 2008 — 2011
MBA, Finance, 3.5
University of Houston 2005 — 2007
Bachelor’s Degree
Johnson Law Group February 2015 - Present
Invesco Corporation February 2013 - February 2015
BNY Mellon October 2011 - January 2013
Travis Software October 2009 - September 2011
Group 1 Automotive May 2008 - June 2009
Skills
Financial Reporting, Cash Flow, Accounting, Finance, Variance Analysis, Invoicing, Managerial Finance, Banking, Credit, Management, Journal Entries, Accruals, Portfolio Management, Training, Investments, Loans, Sales, Time Management, Financial Analysis
Education
University of Houston-Victoria 2008 — 2011
MBA, Finance, 3.5
University of Houston 2005 — 2007
Bachelor’s Degree
Christopher Koscinski Christopher Koscinski's BNY Mellon Experience October 2006 - August 2007
Job Finance at Sunivo America
Industry Financial Services
Experience
Sunivo America March 2013 - Present
TaxMasters September 2007 - March 2013
BNY Mellon October 2006 - August 2007
Invesco Aim July 1997 - October 2006
Skills
Microsoft Office, QuickBooks, Mutual Funds, 401k, Management, Accounting, Financial Analysis, Coaching, Relationship Management, Microsoft Excel, Finance, Training, Customer Service, Sales, Leadership, Team Building, Investments, Business Analysis, Call Centers, Financial Reporting, Analysis, SEC filings, Banking, Budgets, Auditing, Customer Satisfaction, Human Resources, Accounts Payable, Credit, Portfolio Management, General Ledger, Risk Management, Insurance, Process Improvement, Due Diligence, Business Strategy, Business Planning, Executive Management, Teamwork, Forecasting, Access, Policy, Operations Management, Sarbanes-Oxley Act, Time Management, Strategic Financial..., Strategic Planning, Tax, Project Management
Education
University of Houston
Economics, Economics
Sunivo America March 2013 - Present
TaxMasters September 2007 - March 2013
BNY Mellon October 2006 - August 2007
Invesco Aim July 1997 - October 2006
Skills
Microsoft Office, QuickBooks, Mutual Funds, 401k, Management, Accounting, Financial Analysis, Coaching, Relationship Management, Microsoft Excel, Finance, Training, Customer Service, Sales, Leadership, Team Building, Investments, Business Analysis, Call Centers, Financial Reporting, Analysis, SEC filings, Banking, Budgets, Auditing, Customer Satisfaction, Human Resources, Accounts Payable, Credit, Portfolio Management, General Ledger, Risk Management, Insurance, Process Improvement, Due Diligence, Business Strategy, Business Planning, Executive Management, Teamwork, Forecasting, Access, Policy, Operations Management, Sarbanes-Oxley Act, Time Management, Strategic Financial..., Strategic Planning, Tax, Project Management
Education
University of Houston
Economics, Economics
Keith Meschke Keith Meschke's BNY Mellon Experience May 2012 - Present
Job Managing Director, Business Architecture at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
Pershing, a BNY Mellon company March 2010 - May 2012
EMC Consulting Group January 2008 - March 2010
Capco September 2006 - December 2007
GMAC Mortgage May 2004 - September 2006
IBM July 1997 - May 2004
Coopers & Lybrand Consulting July 1997 - May 2004
PwC Consulting July 1997 - May 2004
Citibank July 1994 - July 1997
Skills
Business Architecture, Business Process..., Strategic Planning, Project Management, Business Analysis, Activity Based Costing, Supply Chain Management, IT Strategy, Business Process..., Management Consulting, Business Transformation, PMO, Requirements Analysis, Business Process, Enterprise Architecture, Business Process..., Project Portfolio..., Financial Services, Solution Architecture, Process Engineering, Process Improvement, Business Process Design, Business Strategy, Portfolio Management, ITIL, Business Intelligence
Education
University of Georgia - Terry College of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Economics
BNY Mellon May 2012 - Present
Pershing, a BNY Mellon company March 2010 - May 2012
EMC Consulting Group January 2008 - March 2010
Capco September 2006 - December 2007
GMAC Mortgage May 2004 - September 2006
IBM July 1997 - May 2004
Coopers & Lybrand Consulting July 1997 - May 2004
PwC Consulting July 1997 - May 2004
Citibank July 1994 - July 1997
Skills
Business Architecture, Business Process..., Strategic Planning, Project Management, Business Analysis, Activity Based Costing, Supply Chain Management, IT Strategy, Business Process..., Management Consulting, Business Transformation, PMO, Requirements Analysis, Business Process, Enterprise Architecture, Business Process..., Project Portfolio..., Financial Services, Solution Architecture, Process Engineering, Process Improvement, Business Process Design, Business Strategy, Portfolio Management, ITIL, Business Intelligence
Education
University of Georgia - Terry College of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Economics
Ahmed Mattoo Ahmed Mattoo's BNY Mellon Experience December 2008 - October 2011
Job Accountant at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil 2013 - Present
Elliott Company October 2011 - January 2013
BNY Mellon December 2008 - October 2011
BNY Mellon August 2007 - December 2008
St David's Medical Center 1997 - 1998
Skills
Forecasting, Variance Analysis, Financial Modeling, Hyperion Enterprise, General Ledger, Sarbanes-Oxley Act, Financial Statement..., Essbase, Access, Accounts Payable, Accounts Receivable, Budgets, Corporate Finance, Financial Accounting, Fixed Assets, IFRS, QuickBooks, Financial Analysis, Hyperion
Education
University of Houston 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
ExxonMobil 2013 - Present
Elliott Company October 2011 - January 2013
BNY Mellon December 2008 - October 2011
BNY Mellon August 2007 - December 2008
St David's Medical Center 1997 - 1998
Skills
Forecasting, Variance Analysis, Financial Modeling, Hyperion Enterprise, General Ledger, Sarbanes-Oxley Act, Financial Statement..., Essbase, Access, Accounts Payable, Accounts Receivable, Budgets, Corporate Finance, Financial Accounting, Fixed Assets, IFRS, QuickBooks, Financial Analysis, Hyperion
Education
University of Houston 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Kaylyn Nicholas Kaylyn Nicholas's BNY Mellon Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Firm Speakers Toastmasters 2014 - Present
BNY Mellon 2012 - Present
Firm Speakers Toastmasters June 2013 - June 2014
Litton June 2007 - November 2011
Skills
Portfolio Management, Finance, Financial Reporting, Loan Servicing, Mortgage Servicing, Loans, Account Reconciliation, Cash Flow, Financial Analysis, Bloomberg, Investor Reporting, Microsoft Excel, Strategic Planning, Public Speaking
Education
University of Houston, C.T. Bauer College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Firm Speakers Toastmasters 2014 - Present
BNY Mellon 2012 - Present
Firm Speakers Toastmasters June 2013 - June 2014
Litton June 2007 - November 2011
Skills
Portfolio Management, Finance, Financial Reporting, Loan Servicing, Mortgage Servicing, Loans, Account Reconciliation, Cash Flow, Financial Analysis, Bloomberg, Investor Reporting, Microsoft Excel, Strategic Planning, Public Speaking
Education
University of Houston, C.T. Bauer College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Madelynne Ramirez Madelynne Ramirez's BNY Mellon Experience February 2015 - Present
Job Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon January 2014 - February 2015
Laura and John Arnold Foundation August 2012 - February 2013
Baylor College of Medicine June 2005 - September 2012
Baylor College of Medicine January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Customer Service, Photoshop, Access, Social Media, Event Planning, Data Analysis, Public Speaking, Data Entry, Editing, Teamwork, Nonprofits, Physical Therapy, Social Networking
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA), Finance, Cum Laude
BNY Mellon February 2015 - Present
BNY Mellon January 2014 - February 2015
Laura and John Arnold Foundation August 2012 - February 2013
Baylor College of Medicine June 2005 - September 2012
Baylor College of Medicine January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Customer Service, Photoshop, Access, Social Media, Event Planning, Data Analysis, Public Speaking, Data Entry, Editing, Teamwork, Nonprofits, Physical Therapy, Social Networking
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA), Finance, Cum Laude
Philip Rolando Philip Rolando's BNY Mellon Experience October 2012 - April 2014
Job Analyst, Accounting at Verizon
Industry Accounting
Experience
Verizon April 2014 - Present
BNY Mellon October 2012 - April 2014
JBT AeroTech August 2007 - December 2008
Skills
Financial Accounting, Financial Reporting, Cost Accounting, Auditing, Consolidated Financial...
Education
University of Florida 2010 — 2012
Master's degree, Accounting, 3.9
University of Florida 2009 — 2009
Master's degree, Management, 3.9
University of Florida 2003 — 2007
Bachelor's degree, Materials Science and Engineering, 3.8
Verizon April 2014 - Present
BNY Mellon October 2012 - April 2014
JBT AeroTech August 2007 - December 2008
Skills
Financial Accounting, Financial Reporting, Cost Accounting, Auditing, Consolidated Financial...
Education
University of Florida 2010 — 2012
Master's degree, Accounting, 3.9
University of Florida 2009 — 2009
Master's degree, Management, 3.9
University of Florida 2003 — 2007
Bachelor's degree, Materials Science and Engineering, 3.8
Naved Kurji Naved Kurji's BNY Mellon Experience 2012 - 2012
Job Crude Pricing Analyst at Shell Trading US Company
Industry Oil & Energy
Experience
Shell Trading May 2012 - May 2015
BNY Mellon 2012 - 2012
Merrill Lynch 2011 - 2011
LoanBox, LLC 2011 - 2011
Free Wire Communications, LLC 2010 - 2011
FKD Valley Holdings, LLC 2008 - 2010
Wells Fargo 2008 - 2009
Skills
Microsoft Office, Excel, Energy Trading System-..., Microsoft Excel, Accounting, Open Link Endur, Management, Analysis, Account Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor, Business Administration; Finance
Shell Trading May 2012 - May 2015
BNY Mellon 2012 - 2012
Merrill Lynch 2011 - 2011
LoanBox, LLC 2011 - 2011
Free Wire Communications, LLC 2010 - 2011
FKD Valley Holdings, LLC 2008 - 2010
Wells Fargo 2008 - 2009
Skills
Microsoft Office, Excel, Energy Trading System-..., Microsoft Excel, Accounting, Open Link Endur, Management, Analysis, Account Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor, Business Administration; Finance
DaMon Jackson DaMon Jackson's BNY Mellon Experience November 2013 - Present
Job Tax Accountant
Industry Accounting
Experience
BNY Mellon November 2013 - Present
Karlins Ramey & Tompkins LLC August 2013 - September 2013
BOK Financial Corporation June 2011 - August 2013
BancFirst Corporation June 2010 - June 2011
The University of Oklahoma June 2009 - December 2009
PricewaterhouseCoopers LLP June 2008 - August 2008
Skills
Accounting, Account Reconciliation, Tax, Budgets, Microsoft Excel, Real Estate Mortgage..., Financial Reporting, Leadership, ProSystem fx Tax, ProSeries, General Ledger, Financial Statements, Banking, 1041, 1040, Financial Accounting, Invoicing, Customer Service, Analysis, OneSource, Tax Preparation, Financial Modeling, Access, Risk Management, Time Management, Strategic Financial..., Nonprofits, TrustEase, TrustDesk, ASAP, Orion, ProSystem fx Engagement, OID, Original Issue Discount..., 1066, 1120S, 1120, Schedule Q
Education
University of Houston 2014 — 2014
Certificate in Accountancy Program (CAP)
Booker T. Washington High School 2000 — 2004
High School
University of Oklahoma
BBA, Accounting
BNY Mellon November 2013 - Present
Karlins Ramey & Tompkins LLC August 2013 - September 2013
BOK Financial Corporation June 2011 - August 2013
BancFirst Corporation June 2010 - June 2011
The University of Oklahoma June 2009 - December 2009
PricewaterhouseCoopers LLP June 2008 - August 2008
Skills
Accounting, Account Reconciliation, Tax, Budgets, Microsoft Excel, Real Estate Mortgage..., Financial Reporting, Leadership, ProSystem fx Tax, ProSeries, General Ledger, Financial Statements, Banking, 1041, 1040, Financial Accounting, Invoicing, Customer Service, Analysis, OneSource, Tax Preparation, Financial Modeling, Access, Risk Management, Time Management, Strategic Financial..., Nonprofits, TrustEase, TrustDesk, ASAP, Orion, ProSystem fx Engagement, OID, Original Issue Discount..., 1066, 1120S, 1120, Schedule Q
Education
University of Houston 2014 — 2014
Certificate in Accountancy Program (CAP)
Booker T. Washington High School 2000 — 2004
High School
University of Oklahoma
BBA, Accounting
Jamye Starr Jamye Starr's BNY Mellon Experience June 2013 - Present
Job Strategic Finance Manager for Investment Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Starrlight Consulting January 2011 - Present
ALaS Consulting LLC March 2010 - December 2011
Pali Capital August 2008 - February 2010
Jefferies & Company, Inc November 2000 - August 2008
Stamps.com May 2000 - October 2000
Deloitte September 1997 - May 2000
Skills
Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg, Fixed Income, Derivatives, Series 7, Risk Management, Due Diligence, Securities, Financial Services, Series 27, Series 63, FINOP, CPA, Database Design, Lawson General Ledger, Mas 500, FITS, Net Capital Calculation, Public Speaking, Training, MAS500, Asset Backed Securities, MBS
Education
University of Southern California - Marshall School of Business 1996 — 1997
MAcc, Accounting, Finance, & Marketing Services
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
BNY Mellon June 2013 - Present
Starrlight Consulting January 2011 - Present
ALaS Consulting LLC March 2010 - December 2011
Pali Capital August 2008 - February 2010
Jefferies & Company, Inc November 2000 - August 2008
Stamps.com May 2000 - October 2000
Deloitte September 1997 - May 2000
Skills
Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg, Fixed Income, Derivatives, Series 7, Risk Management, Due Diligence, Securities, Financial Services, Series 27, Series 63, FINOP, CPA, Database Design, Lawson General Ledger, Mas 500, FITS, Net Capital Calculation, Public Speaking, Training, MAS500, Asset Backed Securities, MBS
Education
University of Southern California - Marshall School of Business 1996 — 1997
MAcc, Accounting, Finance, & Marketing Services
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Debra Uematsu, CPA, CGMA's BNY Mellon Experience August 2005 - September 2010
Job CCAR Reporting Manager at GE Capital
Industry Banking
Experience
GE Capital February 2015 - Present
Franklin Templeton August 2013 - February 2015
Sterling National Bank June 2012 - March 2013
Deutsche Bank October 2010 - June 2012
BNY Mellon August 2005 - September 2010
Mellon Financial Corp. January 2004 - August 2005
The Sumitomo Trust & Banking Co., Ltd., N.Y. Branch October 1987 - February 1997
Ernst & Young February 1986 - October 1987
Skills
Acquisition Integration, Data Warehousing, Automation, Internal Controls, Data Quality, Sarbanes-Oxley Act, Basel II, Banking, Managerial Finance, Mergers & Acquisitions, Risk Management, SEC filings, Capital Markets, Internal Audit, Auditing, Accounting, Treasury Management, Basel III, Sarbanes-Oxley, Account Reconciliation, Financial Services, Cash Management, Treasury, SDLC, Asset Management, Financial Reporting, CPA, Financial Regulation, Governance, Derivatives, Structured Products, Commercial Banking, Product Control, GAAP, Business Process...
Education
University of Denver
BS Accounting, CPA
GE Capital February 2015 - Present
Franklin Templeton August 2013 - February 2015
Sterling National Bank June 2012 - March 2013
Deutsche Bank October 2010 - June 2012
BNY Mellon August 2005 - September 2010
Mellon Financial Corp. January 2004 - August 2005
The Sumitomo Trust & Banking Co., Ltd., N.Y. Branch October 1987 - February 1997
Ernst & Young February 1986 - October 1987
Skills
Acquisition Integration, Data Warehousing, Automation, Internal Controls, Data Quality, Sarbanes-Oxley Act, Basel II, Banking, Managerial Finance, Mergers & Acquisitions, Risk Management, SEC filings, Capital Markets, Internal Audit, Auditing, Accounting, Treasury Management, Basel III, Sarbanes-Oxley, Account Reconciliation, Financial Services, Cash Management, Treasury, SDLC, Asset Management, Financial Reporting, CPA, Financial Regulation, Governance, Derivatives, Structured Products, Commercial Banking, Product Control, GAAP, Business Process...
Education
University of Denver
BS Accounting, CPA
Angel Cuaresma's BNY Mellon Experience May 1998 - February 2004
Job TIER III, Senior Data Analyst at Satellite Tracking of People, LLC
Industry Information Technology and Services
Experience
Satellite Tracking of People, LLC March 2013 - Present
Vulcan Point Corporation December 2010 - Present
SGIS April 2010 - October 2010
MMC Group LP November 2008 - April 2010
Franklin Bank July 2008 - November 2008
Aegis Mortgage Corporation August 2004 - April 2008
BNY Mellon May 1998 - February 2004
KBR, Inc. January 1996 - January 1998
Skills
Sarbanes-Oxley Act, FedRAMP Compliance, Toad for Oracle, Data Analysis, Database Administration, Mortgage Servicing, SharePoint, Visio, System Administration, Access, Microsoft SQL Server, Networking, Citrix, Windows Server, Crystal Reports, Microsoft Exchange, Windows, MS Project, Windows 7, Microsoft Excel, VB.NET, Microsoft Word, BMC Remedy, Cisco Technologies, Linux, Six Sigma, PHP, PowerPoint, Web Development, VMware ESX, MySQL, SAP, Citrix Metaframe, Dreamweaver, Web Design, Photoshop, Crystal Xcelsius, Toad, Hyper-V, DB2, RUP Methodologies, EMC Celerra, ShoreTel, I3, cPanel, Plesk, Illustrator, Monarch Pro, Fidelity, TOAD for MySQL
Education
University of Houston-Downtown 2013 — 2014
B.S. Interdisciplinary Studies, Business Executive
University of Houston-Downtown 1994 — 1998
Computer Science / CIS
Satellite Tracking of People, LLC March 2013 - Present
Vulcan Point Corporation December 2010 - Present
SGIS April 2010 - October 2010
MMC Group LP November 2008 - April 2010
Franklin Bank July 2008 - November 2008
Aegis Mortgage Corporation August 2004 - April 2008
BNY Mellon May 1998 - February 2004
KBR, Inc. January 1996 - January 1998
Skills
Sarbanes-Oxley Act, FedRAMP Compliance, Toad for Oracle, Data Analysis, Database Administration, Mortgage Servicing, SharePoint, Visio, System Administration, Access, Microsoft SQL Server, Networking, Citrix, Windows Server, Crystal Reports, Microsoft Exchange, Windows, MS Project, Windows 7, Microsoft Excel, VB.NET, Microsoft Word, BMC Remedy, Cisco Technologies, Linux, Six Sigma, PHP, PowerPoint, Web Development, VMware ESX, MySQL, SAP, Citrix Metaframe, Dreamweaver, Web Design, Photoshop, Crystal Xcelsius, Toad, Hyper-V, DB2, RUP Methodologies, EMC Celerra, ShoreTel, I3, cPanel, Plesk, Illustrator, Monarch Pro, Fidelity, TOAD for MySQL
Education
University of Houston-Downtown 2013 — 2014
B.S. Interdisciplinary Studies, Business Executive
University of Houston-Downtown 1994 — 1998
Computer Science / CIS
Mehwash Naseem Mehwash Naseem's BNY Mellon Experience April 2013 - Present
Job Trust Administrator at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2013 - Present
United Central Bank 2010 - April 2013
Skills
Loans, Banking, Portfolio Management, Credit Analysis, Commercial Banking, Finance, Retail Banking, Commercial Lending, Financial Services
Education
University of Scranton 2013 — 2015
Master of Science (MS), Human Resources Management
University of Houston-Downtown 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon April 2013 - Present
United Central Bank 2010 - April 2013
Skills
Loans, Banking, Portfolio Management, Credit Analysis, Commercial Banking, Finance, Retail Banking, Commercial Lending, Financial Services
Education
University of Scranton 2013 — 2015
Master of Science (MS), Human Resources Management
University of Houston-Downtown 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Vivian R. Pepper's BNY Mellon Experience February 2014 - August 2015
Job BNY Mellon: Regional Vice President & Texas/Oklahoma Independent Broker Dealer Wholesaler
Industry Financial Services
Experience
BNY Mellon February 2014 - August 2015
BNY Mellon October 2010 - January 2014
BNY Mellon April 2007 - October 2010
Deutsche Bank October 2006 - May 2007
Bear Stearns Asset Management May 2006 - October 2006
Bear Stearns June 2005 - May 2006
Bear Stearns August 2004 - June 2005
MONY Group (now AXA Financial) August 2003 - July 2004
PrO Unlimited 2003 - 2004
Skills
Mutual Fund Analysis, Client Relationship..., Handwritten Notes, Finance, Investments, Asset Management, Leadership, Business Development, Business Planning, Due Diligence, Sales, Mutual Funds, Series 63, Series 7, Sales Management, CRM, Financial Services, Retirement Planning, Budgets, Portfolio Management, FINRA, Equities, Asset Allocation, 401k, Accounting, Alternative Investments, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Investment Strategies, Investment Management, Marketing, Strategic Planning
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Darlington School 1995 — 1998
High School, Advanced Placement, Secondary Diplomas and Certificates
BNY Mellon February 2014 - August 2015
BNY Mellon October 2010 - January 2014
BNY Mellon April 2007 - October 2010
Deutsche Bank October 2006 - May 2007
Bear Stearns Asset Management May 2006 - October 2006
Bear Stearns June 2005 - May 2006
Bear Stearns August 2004 - June 2005
MONY Group (now AXA Financial) August 2003 - July 2004
PrO Unlimited 2003 - 2004
Skills
Mutual Fund Analysis, Client Relationship..., Handwritten Notes, Finance, Investments, Asset Management, Leadership, Business Development, Business Planning, Due Diligence, Sales, Mutual Funds, Series 63, Series 7, Sales Management, CRM, Financial Services, Retirement Planning, Budgets, Portfolio Management, FINRA, Equities, Asset Allocation, 401k, Accounting, Alternative Investments, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Investment Strategies, Investment Management, Marketing, Strategic Planning
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Darlington School 1995 — 1998
High School, Advanced Placement, Secondary Diplomas and Certificates
Lauren Zais Lauren Zais's BNY Mellon Experience 2013 - October 2014
Job Financial Reporting Analyst 3 at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
BNY Mellon 2013 - October 2014
Carnival Cruise Lines July 2012 - March 2013
Skills
Accounting, Account Reconciliation, Financial Analysis, Cruises, Financial Services, Team Leadership, Tourism, Budgets, Securities, Fund Accounting, Treasury, Bloomberg, Corporate Finance, Risk Management
Education
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science (B.S.), Accounting
Citi November 2014 - Present
BNY Mellon 2013 - October 2014
Carnival Cruise Lines July 2012 - March 2013
Skills
Accounting, Account Reconciliation, Financial Analysis, Cruises, Financial Services, Team Leadership, Tourism, Budgets, Securities, Fund Accounting, Treasury, Bloomberg, Corporate Finance, Risk Management
Education
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science (B.S.), Accounting
Urvashi Mishra, MBA's BNY Mellon Experience June 2013 - February 2014
Job OperationsAnalytics Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 2013 - February 2014
BMC Software September 2012 - December 2012
Waste Management June 2012 - September 2012
Tata Consultancy Services March 2010 - June 2010
South Eastern Coalfield Limited, India June 2009 - February 2010
Skills
Project Management, Business Modeling, Supply Chain Management, Data Analysis, Databases, Data Mining, Microsoft Excel, SAS, Documentations, PowerPoint, SQL, Java, C++, SharePoint, JMP, HTML, Presentations, JavaScript, CSS, Oracle, TeamMate, Business Analysis, SDLC, Leadership, Management, Strategic Planning, Business Process..., Financial Analysis, Process Improvement, Project Planning
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, MIS, Management
Bengal College of Engineering and Technology 2005 — 2009
B.Tech., Electrical and Electronics Engineering
BNY Mellon June 2013 - February 2014
BMC Software September 2012 - December 2012
Waste Management June 2012 - September 2012
Tata Consultancy Services March 2010 - June 2010
South Eastern Coalfield Limited, India June 2009 - February 2010
Skills
Project Management, Business Modeling, Supply Chain Management, Data Analysis, Databases, Data Mining, Microsoft Excel, SAS, Documentations, PowerPoint, SQL, Java, C++, SharePoint, JMP, HTML, Presentations, JavaScript, CSS, Oracle, TeamMate, Business Analysis, SDLC, Leadership, Management, Strategic Planning, Business Process..., Financial Analysis, Process Improvement, Project Planning
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, MIS, Management
Bengal College of Engineering and Technology 2005 — 2009
B.Tech., Electrical and Electronics Engineering
Ronald Rajeh Ronald Rajeh's BNY Mellon Experience August 2007 - January 2012
Job Senior Credit Analyst at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips September 2012 - Present
Plains All American January 2012 - September 2012
BNY Mellon August 2007 - January 2012
BNY Mellon August 2007 - August 2010
JPMorgan Chase June 2004 - August 2007
JPMorgan Chase June 2004 - June 2006
Skills
Financial Modeling, Banking, Analysis, Credit, Account Reconciliation, Investments, Management, Loans, Bloomberg, Strategic Financial..., Derivatives, Cash Flow, Investment Banking, Data Analysis, Credit Risk
Education
University of Houston 2002 — 2006
B.B.A, Bachelors in Business Finance
ConocoPhillips September 2012 - Present
Plains All American January 2012 - September 2012
BNY Mellon August 2007 - January 2012
BNY Mellon August 2007 - August 2010
JPMorgan Chase June 2004 - August 2007
JPMorgan Chase June 2004 - June 2006
Skills
Financial Modeling, Banking, Analysis, Credit, Account Reconciliation, Investments, Management, Loans, Bloomberg, Strategic Financial..., Derivatives, Cash Flow, Investment Banking, Data Analysis, Credit Risk
Education
University of Houston 2002 — 2006
B.B.A, Bachelors in Business Finance
Delia Pedraza, MBA Delia Pedraza, MBA's BNY Mellon Experience March 2009 - December 2013
Job Realtor at Keller Williams The Woodlands
Industry Real Estate
Experience
Keller Williams The Woodlands 2014 - Present
BNY Mellon March 2009 - December 2013
Plantation Homes July 2006 - March 2009
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
University of Houston-Downtown 2012 — 2013
Master of Business Administration (MBA)
University of Houston-Downtown 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Keller Williams The Woodlands 2014 - Present
BNY Mellon March 2009 - December 2013
Plantation Homes July 2006 - March 2009
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
University of Houston-Downtown 2012 — 2013
Master of Business Administration (MBA)
University of Houston-Downtown 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Vaughan Nguyen's BNY Mellon Experience April 2003 - April 2004
Job Seeking Opportunity in Oil & Energy
Industry Oil & Energy
Experience
Internash Global Services, LLC November 2014 - Present
Computer Technology Solutions LP March 2008 - October 2014
J.P. Morgan April 2004 - March 2008
BNY Mellon April 2003 - April 2004
JPMorgan Chase & Co. December 2001 - April 2003
Merrill Lynch January 2001 - December 2001
Skills
Valuation, Project Management, Project Planning, Process Improvement, Program Management, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Strategic Planning, Business Strategy, Business Intelligence, LSAT, ERP, Credit Risk, Reverse Logistics, Fulfillment Management, Analysis, Management, Finance, Cross-functional Team...
Education
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Internash Global Services, LLC November 2014 - Present
Computer Technology Solutions LP March 2008 - October 2014
J.P. Morgan April 2004 - March 2008
BNY Mellon April 2003 - April 2004
JPMorgan Chase & Co. December 2001 - April 2003
Merrill Lynch January 2001 - December 2001
Skills
Valuation, Project Management, Project Planning, Process Improvement, Program Management, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Strategic Planning, Business Strategy, Business Intelligence, LSAT, ERP, Credit Risk, Reverse Logistics, Fulfillment Management, Analysis, Management, Finance, Cross-functional Team...
Education
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Esmeralda Pazi Esmeralda Pazi's BNY Mellon Experience August 2014 - August 2015
Job Senior Operations Analyst at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities September 2015 - Present
BNY Mellon August 2014 - August 2015
Wells Fargo April 2013 - July 2014
Summit Retail Solutions January 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Teamwork, Research, Microsoft Word, PowerPoint, Negotiation, Shaw Computer System, Hogan Computer System, ECAR Computer System, Work Ethic, Close Attention to..., Fast-paced, Adaptability, Dependable Team Player, GSP, TAS, DSE, Orion, Time Management, Management, Finance, Sales
Education
University of Florida 2008 — 2012
Bachelor's Degree, Finance
Deutsche Bank Securities September 2015 - Present
BNY Mellon August 2014 - August 2015
Wells Fargo April 2013 - July 2014
Summit Retail Solutions January 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Teamwork, Research, Microsoft Word, PowerPoint, Negotiation, Shaw Computer System, Hogan Computer System, ECAR Computer System, Work Ethic, Close Attention to..., Fast-paced, Adaptability, Dependable Team Player, GSP, TAS, DSE, Orion, Time Management, Management, Finance, Sales
Education
University of Florida 2008 — 2012
Bachelor's Degree, Finance
Megan Camper Megan Camper's BNY Mellon Experience September 2015 - Present
Job AIS Fund Accountant II at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
BNY Mellon May 2014 - Present
Skills
Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Operations Management
BNY Mellon September 2015 - Present
BNY Mellon May 2014 - Present
Skills
Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Operations Management
Trace Sellers Trace Sellers's BNY Mellon Experience May 2011 - March 2013
Job Associate at PwC
Industry Accounting
Experience
PwC November 2014 - Present
Wells Fargo March 2013 - October 2014
BNY Mellon May 2011 - March 2013
First Professional Insurance Company March 2010 - April 2011
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.)
University of North Florida 2006 — 2011
Finance, Economics
PwC November 2014 - Present
Wells Fargo March 2013 - October 2014
BNY Mellon May 2011 - March 2013
First Professional Insurance Company March 2010 - April 2011
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.)
University of North Florida 2006 — 2011
Finance, Economics
Mary Jo Valenti Davis Mary Jo Valenti Davis's BNY Mellon Experience March 2012 - August 2014
Job Corporate Trust Manager BOK Financial
Industry Financial Services
Experience
BOK Financial dba Bank of Texas August 2014 - Present
BNY Mellon March 2012 - August 2014
The Bank Of New York Mellon October 2006 - September 2010
JPMorgan Chase March 1980 - October 2006
Skills
Asset Managment, Cash, Accounting, Asset Management, Auditing, Banking, Bonds, CRM, Cash Management, Credit, Cross-functional Team..., Finance, Fixed Income, Financial Analysis, Leadership, Investments, Management, New Business Development, Process Improvement, Sales, Team Leadership, Risk Management, Treasury Management
Education
University of Houston
BBA, Finance / Accounting
BOK Financial dba Bank of Texas August 2014 - Present
BNY Mellon March 2012 - August 2014
The Bank Of New York Mellon October 2006 - September 2010
JPMorgan Chase March 1980 - October 2006
Skills
Asset Managment, Cash, Accounting, Asset Management, Auditing, Banking, Bonds, CRM, Cash Management, Credit, Cross-functional Team..., Finance, Fixed Income, Financial Analysis, Leadership, Investments, Management, New Business Development, Process Improvement, Sales, Team Leadership, Risk Management, Treasury Management
Education
University of Houston
BBA, Finance / Accounting
Ashley Jacko Ashley Jacko's BNY Mellon Experience Financial CounselorResource Corporation of AmericaDecember 2010 - June 2013
Job Corporate Trust Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Financial CounselorResource Corporation of AmericaDecember 2010 - June 2013
LTD Financial Services August 2009 - May 2010
Education
University of Houston-Downtown 2006 — 2009
BBA, FINANCE
BNY Mellon Financial CounselorResource Corporation of AmericaDecember 2010 - June 2013
LTD Financial Services August 2009 - May 2010
Education
University of Houston-Downtown 2006 — 2009
BBA, FINANCE
Ted Tou Ted Tou's BNY Mellon Experience May 2015 - Present
Job BNY Mellon Client Service Manager
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Virtus Partners, LLC May 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
The Bank of New York Mellon February 2007 - February 2011
Keller Williams Real Estate February 2005 - February 2007
Gregg & Valby, LLP July 2003 - January 2005
Skills
Mortgage Lending, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Loan Origination, Loans, Risk Management, Banking, Securities, Corporate Finance, Cash Management, Account Reconciliation, Cash Flow
Education
University of Houston 1998 — 2003
Business Administrations, Marketing
BNY Mellon May 2015 - Present
Virtus Partners, LLC May 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
The Bank of New York Mellon February 2007 - February 2011
Keller Williams Real Estate February 2005 - February 2007
Gregg & Valby, LLP July 2003 - January 2005
Skills
Mortgage Lending, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Loan Origination, Loans, Risk Management, Banking, Securities, Corporate Finance, Cash Management, Account Reconciliation, Cash Flow
Education
University of Houston 1998 — 2003
Business Administrations, Marketing
Bruce J. Feibel, CFA's BNY Mellon Experience September 2009 - Present
Job
Industry Investment Management
Experience
BNY Mellon September 2009 - Present
Eagle Investment Systems 2000 - September 2009
SSgA 1995 - 2000
Education
University of Florida 1982 — 1986
B.S.
BNY Mellon September 2009 - Present
Eagle Investment Systems 2000 - September 2009
SSgA 1995 - 2000
Education
University of Florida 1982 — 1986
B.S.
Samuel Goines Samuel Goines's BNY Mellon Experience July 2015 - Present
Job Investment Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon July 2015 - Present
Northwestern Mutual February 2014 - April 2015
DICK'S Sporting Goods June 2011 - November 2013
Skills
Team Leadership, Strategic Leadership, Creative Strategy, Creative Solutions, Discipline, Athletic Performance, Communication Skills, Life Insurance, Disability Insurance, Political Science, Finance, Teamwork, Team-oriented, Sales Presentations, Accountability, Communication, Public Speaking, Sales
Education
Wilmington University 2012 — 2015
Bachelor's degree, Business finance
University of Delaware - Lerner College of Business and Economics 2010 — 2012
BNY Mellon July 2015 - Present
Northwestern Mutual February 2014 - April 2015
DICK'S Sporting Goods June 2011 - November 2013
Skills
Team Leadership, Strategic Leadership, Creative Strategy, Creative Solutions, Discipline, Athletic Performance, Communication Skills, Life Insurance, Disability Insurance, Political Science, Finance, Teamwork, Team-oriented, Sales Presentations, Accountability, Communication, Public Speaking, Sales
Education
Wilmington University 2012 — 2015
Bachelor's degree, Business finance
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Brandon Roberts, CFA Brandon Roberts, CFA's BNY Mellon Experience October 2010 - May 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management May 2013 - Present
BNY Mellon October 2010 - May 2013
Raymond James & Associates, Inc December 2008 - October 2010
Skills
Equities, Financial Modeling, Trading, Securities, Capital Markets, Financial Services, Asset Allocation, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Investments, Alternative Investments, FX Options, Portfolio Management, Hedge Funds, Derivatives, Series 7, Financial Analysis, Series 63
Education
University of Florida 2004 — 2008
Bachelor's, Economics
Morgan Stanley Wealth Management May 2013 - Present
BNY Mellon October 2010 - May 2013
Raymond James & Associates, Inc December 2008 - October 2010
Skills
Equities, Financial Modeling, Trading, Securities, Capital Markets, Financial Services, Asset Allocation, Mutual Funds, Bloomberg, Fixed Income, Asset Managment, Investments, Alternative Investments, FX Options, Portfolio Management, Hedge Funds, Derivatives, Series 7, Financial Analysis, Series 63
Education
University of Florida 2004 — 2008
Bachelor's, Economics
Jinay Patel's BNY Mellon Experience August 2012 - Present
Job Associate at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2012 - Present
Zero Interest Micro-Finance Bauer May 2012 - July 2013
O'Connor and Associates May 2011 - October 2011
Continental Airlines January 2010 - May 2010
Skills
Analysis, CRM, PowerPoint, Banking, Financial Reporting, Recruiting, Portfolio Management
Education
University of Houston 2014 — 2015
Certificate in Accountancy Program, Accounting
University of Houston 2008 — 2012
BBA, Finance
BNY Mellon August 2012 - Present
Zero Interest Micro-Finance Bauer May 2012 - July 2013
O'Connor and Associates May 2011 - October 2011
Continental Airlines January 2010 - May 2010
Skills
Analysis, CRM, PowerPoint, Banking, Financial Reporting, Recruiting, Portfolio Management
Education
University of Houston 2014 — 2015
Certificate in Accountancy Program, Accounting
University of Houston 2008 — 2012
BBA, Finance
Melody Cao Melody Cao's BNY Mellon Experience September 2013 - Present
Job CFA, MBA
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Skills
Capital Markets, Investments, Financial Modeling, Finance, Financial Analysis, Valuation, Credit Risk
Education
University of Florida 2006 — 2007
Master of Business Administration (M.B.A.), Finance
BNY Mellon September 2013 - Present
Skills
Capital Markets, Investments, Financial Modeling, Finance, Financial Analysis, Valuation, Credit Risk
Education
University of Florida 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Nate J Hall Nate J Hall's BNY Mellon Experience 2013 - Present
Job VP Client Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2013 - Present
BNY Mellon 2008 - 2013
BNY Mellon 2006 - 2008
JPMorgan Chase 2006 - 2006
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Accounting
BNY Mellon 2013 - Present
BNY Mellon 2008 - 2013
BNY Mellon 2006 - 2008
JPMorgan Chase 2006 - 2006
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Accounting
Taylor McKnight's BNY Mellon Experience July 2015 - Present
Job Sales Support Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Dara Torres February 2015 - June 2015
Drug Enforcement Administration May 2014 - August 2014
Liquid Space Swim Club May 2012 - August 2014
University of Florida June 2010 - January 2013
Skills
Project Management, Leadership, Time Management, Strategic Planning, Sports, Sports Coaching, Sports Management, Non-profit Program..., Criminal Justice, Criminal Intelligence, Government, Law Enforcement, Public Speaking, Social Media, Microsoft Office, Customer Service
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Family, Youth, and Community Sciences
University of Florida 2010 — 2014
Minor, Criminology/Pre-Law
BNY Mellon July 2015 - Present
Dara Torres February 2015 - June 2015
Drug Enforcement Administration May 2014 - August 2014
Liquid Space Swim Club May 2012 - August 2014
University of Florida June 2010 - January 2013
Skills
Project Management, Leadership, Time Management, Strategic Planning, Sports, Sports Coaching, Sports Management, Non-profit Program..., Criminal Justice, Criminal Intelligence, Government, Law Enforcement, Public Speaking, Social Media, Microsoft Office, Customer Service
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Family, Youth, and Community Sciences
University of Florida 2010 — 2014
Minor, Criminology/Pre-Law
Nick Chabot-Olson's BNY Mellon Experience 2006 - 2007
Job Office Manager
Industry Education Management
Experience
University of Denver April 2011 - Present
University of Denver 2009 - 2011
University of Denver 2007 - 2009
University of Denver 2007 - 2007
BNY Mellon 2006 - 2007
Skills
International Relations, Microsoft Excel, Research, Social Media, Data Analysis, Microsoft Office, Public Speaking, Event Planning, Higher Education, Social Media Marketing
Education
University of Denver 2001 — 2005
BSBA, Finance and Economics
University of Denver - Daniels College of Business 2001 — 2005
University of Denver April 2011 - Present
University of Denver 2009 - 2011
University of Denver 2007 - 2009
University of Denver 2007 - 2007
BNY Mellon 2006 - 2007
Skills
International Relations, Microsoft Excel, Research, Social Media, Data Analysis, Microsoft Office, Public Speaking, Event Planning, Higher Education, Social Media Marketing
Education
University of Denver 2001 — 2005
BSBA, Finance and Economics
University of Denver - Daniels College of Business 2001 — 2005
Farrah Alvi's BNY Mellon Experience February 2013 - Present
Job Corporate Trust Adminstrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon September 2007 - Present
GREGG & VALBY L.L.P June 2006 - September 2007
Gregg & Valby L.L.P. January 2006 - August 2007
GREGG & VALBY L.L.P January 2003 - June 2006
Skills
Mortgage Lending, QuickBooks, Portfolio Management, Management, Financial Analysis, Banking, Loans, Credit, Risk Management, Financial Services, Finance, Investments
Education
University of Houston
Bachelor of Business Administration, Management Information Systems
University of Houston
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
BNY Mellon February 2013 - Present
BNY Mellon September 2007 - Present
GREGG & VALBY L.L.P June 2006 - September 2007
Gregg & Valby L.L.P. January 2006 - August 2007
GREGG & VALBY L.L.P January 2003 - June 2006
Skills
Mortgage Lending, QuickBooks, Portfolio Management, Management, Financial Analysis, Banking, Loans, Credit, Risk Management, Financial Services, Finance, Investments
Education
University of Houston
Bachelor of Business Administration, Management Information Systems
University of Houston
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Robert Hough's BNY Mellon Experience April 2015 - Present
Job Bank of New York Mellon, Bond Analytics
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
Bank of New York January 2006 - Present
JPMorgan Chase Bank/Bank of New York Mellon January 2006 - August 2006
Global Securitization Services May 2005 - December 2005
JPMorgan Chase Bank February 2002 - December 2004
Goldman Sachs August 1999 - February 2002
Bear Stearns May 1998 - August 1999
Skills
Portfolio Management, Structured Finance, Securities, Bonds, Securitization, Investment Banking, Options, Trading, Analysis, Cash Management, Fixed Income, Bloomberg, Management, Treasury Management, Hedge Funds, Cash Flow
Education
University of Hartford
Bachelor of Arts, Psychology
BNY Mellon April 2015 - Present
Bank of New York January 2006 - Present
JPMorgan Chase Bank/Bank of New York Mellon January 2006 - August 2006
Global Securitization Services May 2005 - December 2005
JPMorgan Chase Bank February 2002 - December 2004
Goldman Sachs August 1999 - February 2002
Bear Stearns May 1998 - August 1999
Skills
Portfolio Management, Structured Finance, Securities, Bonds, Securitization, Investment Banking, Options, Trading, Analysis, Cash Management, Fixed Income, Bloomberg, Management, Treasury Management, Hedge Funds, Cash Flow
Education
University of Hartford
Bachelor of Arts, Psychology
Brian Cohen, CFP®'s BNY Mellon Experience April 2010 - Present
Job Portfolio Officer at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2010 - Present
SunTrust Bank October 2009 - April 2010
Solomon Edwards Group June 2009 - October 2009
SunTrust Bank February 2006 - September 2008
SunTrust Bank July 2005 - January 2006
SunTrust Bank March 2002 - June 2005
Skills
Banking, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Outlook, Portfolio Management, Asset Managment, Wealth Management, Financial Analysis, Investments, Estate Planning, Financial Services, Strategic Financial..., Risk Management, Investment Management, Investment Strategies
Education
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2007
MBA, International Business
University of Georgia - Terry College of Business 1998 — 2001
BBA, Finance
North Springs High School 1994 — 1998
BNY Mellon April 2010 - Present
SunTrust Bank October 2009 - April 2010
Solomon Edwards Group June 2009 - October 2009
SunTrust Bank February 2006 - September 2008
SunTrust Bank July 2005 - January 2006
SunTrust Bank March 2002 - June 2005
Skills
Banking, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Outlook, Portfolio Management, Asset Managment, Wealth Management, Financial Analysis, Investments, Estate Planning, Financial Services, Strategic Financial..., Risk Management, Investment Management, Investment Strategies
Education
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2007
MBA, International Business
University of Georgia - Terry College of Business 1998 — 2001
BBA, Finance
North Springs High School 1994 — 1998
Isaac Burger's BNY Mellon Experience January 2013 - Present
Job Sr. Account Executive at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon January 2013 - Present
Bank of America November 2009 - December 2012
HSBC Finance Corp. September 2007 - April 2009
HSBC Finance Corp. October 2006 - September 2007
HSBC Finance Corp. December 2004 - October 2006
HSBC Finance Corp. December 2003 - December 2004
MRS Associates October 2002 - November 2003
Skills
Customer Service, Compliance, Problem Solving, Negotiation, Analysis, Credit, Mortgage Lending, Loans, Management, Banking, Sales, Leadership, Budgets, Strategic Planning, Portfolio Management, Business Development, Account Management, Finance, New Business Development, Training, Risk Management, Accounting, Relationship Management, Insurance, Financial Analysis, Consumer Lending, Investments, Retail Banking, Loan Origination, Branch Management, Financial Services, Mortgage Banking, Small Business Lending, Commercial Banking, Branch Banking, Cross Selling
Education
University of Hartford 1997 — 2002
BS, Electronic Engineering Technology
BNY Mellon January 2013 - Present
Bank of America November 2009 - December 2012
HSBC Finance Corp. September 2007 - April 2009
HSBC Finance Corp. October 2006 - September 2007
HSBC Finance Corp. December 2004 - October 2006
HSBC Finance Corp. December 2003 - December 2004
MRS Associates October 2002 - November 2003
Skills
Customer Service, Compliance, Problem Solving, Negotiation, Analysis, Credit, Mortgage Lending, Loans, Management, Banking, Sales, Leadership, Budgets, Strategic Planning, Portfolio Management, Business Development, Account Management, Finance, New Business Development, Training, Risk Management, Accounting, Relationship Management, Insurance, Financial Analysis, Consumer Lending, Investments, Retail Banking, Loan Origination, Branch Management, Financial Services, Mortgage Banking, Small Business Lending, Commercial Banking, Branch Banking, Cross Selling
Education
University of Hartford 1997 — 2002
BS, Electronic Engineering Technology
Eric Perez's BNY Mellon Experience January 2013 - September 2013
Job Accounting Analyst at CIMA ENERGY, LTD.
Industry Banking
Experience
CIMA ENERGY, LTD. May 2014 - Present
Barclays Investment Bank September 2013 - May 2014
BNY Mellon January 2013 - September 2013
BNY Mellon November 2011 - January 2013
Skills
Options, Equities, Trading, Microsoft Excel, Bloomberg, TAS, CDO, Data Analysis, Reporting Systems, Commodity Markets, Trade Settlements, Delta1, Intellimatch..., Great Plains Software, CXL, TriplePoint
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
BBA, Finance
Tomball College 2004 — 2007
Management Associates of Applied Science
CIMA ENERGY, LTD. May 2014 - Present
Barclays Investment Bank September 2013 - May 2014
BNY Mellon January 2013 - September 2013
BNY Mellon November 2011 - January 2013
Skills
Options, Equities, Trading, Microsoft Excel, Bloomberg, TAS, CDO, Data Analysis, Reporting Systems, Commodity Markets, Trade Settlements, Delta1, Intellimatch..., Great Plains Software, CXL, TriplePoint
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
BBA, Finance
Tomball College 2004 — 2007
Management Associates of Applied Science
Stephen Robertson, MBA's BNY Mellon Experience 2004 - 2005
Job Corporate Accounts at Exactech
Industry Medical Devices
Experience
Captiva Investments 2011 - 2013
Mercantile Capital Corporation November 2010 - June 2011
JPMorgan Chase April 2006 - July 2008
American Mortgage Network April 2005 - April 2006
BNY Mellon 2004 - 2005
Skills
Leadership, Management, Business Development, Sales, Banking, Sales Operations, Training, Qualifying Prospects, B2B, Customer Service, Marketing, Real Estate, Sales Presentations, Mortgage Lending, Finance, Business Analysis, Market Research, Microsoft Office, Loans, Negotiation, Data Analysis, Competitive Analysis, Strategic Planning, Account Management, Cold Calling, Contract Negotiation, Pricing Strategy, Proposal Generation, Dispute Resolution
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Business Administration (M.B.A.), Master of Business Administration
Wheeling Jesuit University 2000 — 2004
Bachelor of Science, Management
Captiva Investments 2011 - 2013
Mercantile Capital Corporation November 2010 - June 2011
JPMorgan Chase April 2006 - July 2008
American Mortgage Network April 2005 - April 2006
BNY Mellon 2004 - 2005
Skills
Leadership, Management, Business Development, Sales, Banking, Sales Operations, Training, Qualifying Prospects, B2B, Customer Service, Marketing, Real Estate, Sales Presentations, Mortgage Lending, Finance, Business Analysis, Market Research, Microsoft Office, Loans, Negotiation, Data Analysis, Competitive Analysis, Strategic Planning, Account Management, Cold Calling, Contract Negotiation, Pricing Strategy, Proposal Generation, Dispute Resolution
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Business Administration (M.B.A.), Master of Business Administration
Wheeling Jesuit University 2000 — 2004
Bachelor of Science, Management
Rais Sajid's BNY Mellon Experience November 2010 - February 2012
Job
Industry Semiconductors
Experience
Applied Materials March 2012 - Present
IBM 2015 - 2015
BNY Mellon November 2010 - February 2012
Wells Fargo November 2009 - November 2010
J.P. Morgan November 2003 - October 2009
Skills
Active Directory, Blackberry, Blackberry Enterprise..., Enterprise Architecture, IT Management, ITIL, Information Technology, Integration, Management, Mobile Devices, Requirements Analysis, Servers, Troubleshooting, Wireless, Vendor Management, Disaster Recovery
Education
University of Houston
B.A, Information Technology
University of Houston-Clear Lake
Bachelor's degree, Information Technology
Applied Materials March 2012 - Present
IBM 2015 - 2015
BNY Mellon November 2010 - February 2012
Wells Fargo November 2009 - November 2010
J.P. Morgan November 2003 - October 2009
Skills
Active Directory, Blackberry, Blackberry Enterprise..., Enterprise Architecture, IT Management, ITIL, Information Technology, Integration, Management, Mobile Devices, Requirements Analysis, Servers, Troubleshooting, Wireless, Vendor Management, Disaster Recovery
Education
University of Houston
B.A, Information Technology
University of Houston-Clear Lake
Bachelor's degree, Information Technology
Audrey Tezeno's BNY Mellon Experience May 2007 - Present
Job Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2007 - Present
BNY Mellon April 2006 - May 2007
JPMorgan Chase February 2005 - April 2006
Skills
Mutual Funds, Portfolio Management, Banking, Customer Service
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon May 2007 - Present
BNY Mellon April 2006 - May 2007
JPMorgan Chase February 2005 - April 2006
Skills
Mutual Funds, Portfolio Management, Banking, Customer Service
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
Lauri (Loughmiller) Breedlove's BNY Mellon Experience July 1996 - Present
Job Analyst at BNY Mellon
Industry Banking
Experience
Bank of New York Mellon 2004 - Present
BNY Mellon July 1996 - Present
Education
University of Houston
Bank of New York Mellon 2004 - Present
BNY Mellon July 1996 - Present
Education
University of Houston
Jodi (Kreutzer) O'Ferrall's BNY Mellon Experience July 2012 - Present
Job Account Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
PNC Global Investment Servicing 2001 - Present
Skills
CRM, Banking, Business Analysis, Financial Services, Management, Process Improvement, Project Management, Relationship Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Business Requirements, Mutual Funds, Portfolio Management, Vendor Management
Education
University of Denver 1987 — 1991
BA, International Studie
BNY Mellon July 2012 - Present
PNC Global Investment Servicing 2001 - Present
Skills
CRM, Banking, Business Analysis, Financial Services, Management, Process Improvement, Project Management, Relationship Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Business Requirements, Mutual Funds, Portfolio Management, Vendor Management
Education
University of Denver 1987 — 1991
BA, International Studie
Stephen Sutcliffe's BNY Mellon Experience September 2012 - September 2014
Job Financial Services Professional looking for new opportunities in New York
Industry Financial Services
Experience
BNY Mellon September 2012 - September 2014
BNY Mellon February 2008 - September 2012
The Bank of New York August 2005 - February 2008
BGC Partners February 2005 - September 2005
HBOS July 2001 - February 2005
Haliafx GTWB 2000 - 2001
Skills
FX, Fixed Income, Customer Relations, Securities, Microsoft Office, Excel, Debt, Corporate Trust, Capital Markets, FX Options, Money Market, Emerging Markets, Securitization, Bonds, Corporate Actions, Middle Office, Global Custody, Settlement, Securities Lending, Back Office, Collateral Management, Financial Services, Prime Brokerage, Relationship Management, Structured Finance, Structured Products
Education
University of Derby 1996 — 2000
BNY Mellon September 2012 - September 2014
BNY Mellon February 2008 - September 2012
The Bank of New York August 2005 - February 2008
BGC Partners February 2005 - September 2005
HBOS July 2001 - February 2005
Haliafx GTWB 2000 - 2001
Skills
FX, Fixed Income, Customer Relations, Securities, Microsoft Office, Excel, Debt, Corporate Trust, Capital Markets, FX Options, Money Market, Emerging Markets, Securitization, Bonds, Corporate Actions, Middle Office, Global Custody, Settlement, Securities Lending, Back Office, Collateral Management, Financial Services, Prime Brokerage, Relationship Management, Structured Finance, Structured Products
Education
University of Derby 1996 — 2000
Ofon Bassey's BNY Mellon Experience 2007 - 2010
Job Aviation Port Services
Industry Airlines/Aviation
Experience
Aviation Port Services September 2013 - Present
Travelers April 2012 - September 2013
BNY Mellon 2007 - 2010
Skills
Property & Casualty..., Account Management
Education
University of Houston
Aviation Port Services September 2013 - Present
Travelers April 2012 - September 2013
BNY Mellon 2007 - 2010
Skills
Property & Casualty..., Account Management
Education
University of Houston
Bruce Messenger, CTP's BNY Mellon Experience 2006 - 2009
Job Treasury/Finance Expert,15+ yrs. experience in Healthcare, Banking/Financial Services & Insurance
Industry Financial Services
Experience
Caritas Christi/Steward Health Care System, LLC March 2009 - March 2011
BNY Mellon 2006 - 2009
Education
University of Hartford
BS, Finance, Economics
Caritas Christi/Steward Health Care System, LLC March 2009 - March 2011
BNY Mellon 2006 - 2009
Education
University of Hartford
BS, Finance, Economics
Kristy Vickery Sarcletti's BNY Mellon Experience December 2007 - September 2014
Job HR Business Partner
Industry Financial Services
Experience
FMC Technologies September 2014 - Present
BNY Mellon December 2007 - September 2014
Lockheed Martin May 2005 - December 2007
Burr Wolff 2003 - 2005
Skills
Human Resources, Onboarding, Succession Planning, Performance Management, Talent Management, Employee Relations, Recruiting, College Recruiting
Education
University of Houston-Clear Lake 2003 — 2008
MBA, Business, Human Resources
University of Houston-Clear Lake 2000 — 2003
Master of Arts, Psychology
University of St. Thomas (TX) 1998 — 2000
Bachelor of Arts, Psychology
FMC Technologies September 2014 - Present
BNY Mellon December 2007 - September 2014
Lockheed Martin May 2005 - December 2007
Burr Wolff 2003 - 2005
Skills
Human Resources, Onboarding, Succession Planning, Performance Management, Talent Management, Employee Relations, Recruiting, College Recruiting
Education
University of Houston-Clear Lake 2003 — 2008
MBA, Business, Human Resources
University of Houston-Clear Lake 2000 — 2003
Master of Arts, Psychology
University of St. Thomas (TX) 1998 — 2000
Bachelor of Arts, Psychology
Michael Yannotti's BNY Mellon Experience July 2012 - March 2013
Job Director of Sales Marketing at CharterPad
Industry Airlines/Aviation
Experience
CrossFit CAMO 2015 - Present
CharterPad April 2013 - December 2014
BNY Mellon July 2012 - March 2013
Jefferies July 2009 - 2012
ALaS Consulting LLC November 2006 - July 2009
Carr Business Systems May 2005 - November 2006
Equinox May 2001 - September 2005
Skills
Business Analysis, Credit, Equity Derivatives, CRM, Sales Management, Contract Negotiation, International Sales, Entrepreneurship, Salesforce.com, Sports, Fixed Income Products, Bloomberg, Impact, Loan IQ, Credit Products, People Soft, Sales & Marketing..., Aviation, Private Aviation, New Business Development, Fitness Training, CrossFit, Sales, PMO, Project Management, Networking, Social Media, Social Networking, Banking, Financial Reporting, Financial Analysis, Financial Accounting, Hyperion, Data Analysis, Data Mining, Negotiation, Access, Trading, Loans, Account Reconciliation, Software Documentation, PeopleSoft, Management, Sales Operations, Fixed Income
Education
University of Hartford 2001 — 2005
BS, Business management
Villanova University 2005 — 2006
Project Management
Bethpage 1998 — 2001
CrossFit CAMO 2015 - Present
CharterPad April 2013 - December 2014
BNY Mellon July 2012 - March 2013
Jefferies July 2009 - 2012
ALaS Consulting LLC November 2006 - July 2009
Carr Business Systems May 2005 - November 2006
Equinox May 2001 - September 2005
Skills
Business Analysis, Credit, Equity Derivatives, CRM, Sales Management, Contract Negotiation, International Sales, Entrepreneurship, Salesforce.com, Sports, Fixed Income Products, Bloomberg, Impact, Loan IQ, Credit Products, People Soft, Sales & Marketing..., Aviation, Private Aviation, New Business Development, Fitness Training, CrossFit, Sales, PMO, Project Management, Networking, Social Media, Social Networking, Banking, Financial Reporting, Financial Analysis, Financial Accounting, Hyperion, Data Analysis, Data Mining, Negotiation, Access, Trading, Loans, Account Reconciliation, Software Documentation, PeopleSoft, Management, Sales Operations, Fixed Income
Education
University of Hartford 2001 — 2005
BS, Business management
Villanova University 2005 — 2006
Project Management
Bethpage 1998 — 2001
Dante M Hernandez, CISA, CRMA's BNY Mellon Experience April 2010 - December 2013
Job Principal Auditor at Deutsche Bank
Industry Banking
Experience
Deutsche Bank January 2014 - Present
BNY Mellon April 2010 - December 2013
BNY Mellon February 2006 - April 2010
Accenture September 2004 - November 2005
Skills
Internal Audit, Compliance Audits, 401k, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Audits, Financial Reporting, Quality Auditing, CISA, Financial Risk, Financial Services, Fraud, Enterprise Risk..., Basel II, Credit Risk, Operational Risk, Risk Assessment, Regulatory Reporting, COSO, SAS70, Fraud Investigations, Access Control, Financial Control, Change Control, COBIT, GAAP, Business Process..., Governance, Risk Management, Financial Statements, Business Continuity, Assurance, Sarbanes-Oxley, AML, Anti Money Laundering
Education
University of Guam
Bachelors, Business Administration, Accounting
Deutsche Bank January 2014 - Present
BNY Mellon April 2010 - December 2013
BNY Mellon February 2006 - April 2010
Accenture September 2004 - November 2005
Skills
Internal Audit, Compliance Audits, 401k, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Audits, Financial Reporting, Quality Auditing, CISA, Financial Risk, Financial Services, Fraud, Enterprise Risk..., Basel II, Credit Risk, Operational Risk, Risk Assessment, Regulatory Reporting, COSO, SAS70, Fraud Investigations, Access Control, Financial Control, Change Control, COBIT, GAAP, Business Process..., Governance, Risk Management, Financial Statements, Business Continuity, Assurance, Sarbanes-Oxley, AML, Anti Money Laundering
Education
University of Guam
Bachelors, Business Administration, Accounting
Keith Alexander's BNY Mellon Experience 2005 - 2008
Job Managing Director Structured Acquisition Finance, ING Capital
Industry Investment Banking
Experience
ING Capital LLC 2008 - Present
BNY Mellon 2005 - 2008
CGV Capital Advisors 2004 - 2005
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1992 - 1999
SunTrust Bank 1986 - 1990
Skills
Loans, Capital Markets, Investments, High Yield, Credit, Credit Portfolio..., Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Accounting
University of Florida 1981 — 1985
BS, Accounting
ING Capital LLC 2008 - Present
BNY Mellon 2005 - 2008
CGV Capital Advisors 2004 - 2005
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1992 - 1999
SunTrust Bank 1986 - 1990
Skills
Loans, Capital Markets, Investments, High Yield, Credit, Credit Portfolio..., Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Accounting
University of Florida 1981 — 1985
BS, Accounting
Maricela Vazquez-Cano's BNY Mellon Experience January 2013 - August 2013
Job Revenue Analyst at Chevron
Industry Design
Experience
Chevron September 2013 - Present
BNY Mellon January 2013 - August 2013
Skills
Microsoft Office 2007..., Word, Microsoft Excel,..., Microsoft Power Point..., Ten-key by touch, FSD,..., FSD, Bloomberg, Wall..., Lombardi Workflow Tool,..., Macola ES, RPRO, VAI, familiar with Pivot..., Macros, Lotus Notes and...
Education
University of Houston-Downtown 2006 — 2008
Bachelor's Degree, Bachelor of Business Administration in Finance
Chevron September 2013 - Present
BNY Mellon January 2013 - August 2013
Skills
Microsoft Office 2007..., Word, Microsoft Excel,..., Microsoft Power Point..., Ten-key by touch, FSD,..., FSD, Bloomberg, Wall..., Lombardi Workflow Tool,..., Macola ES, RPRO, VAI, familiar with Pivot..., Macros, Lotus Notes and...
Education
University of Houston-Downtown 2006 — 2008
Bachelor's Degree, Bachelor of Business Administration in Finance
Adam Tessler's BNY Mellon Experience December 2009 - Present
Job BNY Mellon Global Client Management
Industry Banking
Experience
BNY Mellon December 2009 - Present
Bank of New York Mellon October 2007 - December 2009
DBRS 2006 - 2007
Opteum Financial Services 2003 - 2007
Skills
Risk Management, Management, Mortgage Lending, Structured Finance, Capital Markets, Credit Risk, Banking, Credit, Financial Markets, Underwriting, Portfolio Management, Financial Risk, Loans, Bonds, Loan Origination, Investments
Education
University of Hartford 1999 — 2003
B.A., Entrepreneurial Studies
Ramapo high School
BNY Mellon December 2009 - Present
Bank of New York Mellon October 2007 - December 2009
DBRS 2006 - 2007
Opteum Financial Services 2003 - 2007
Skills
Risk Management, Management, Mortgage Lending, Structured Finance, Capital Markets, Credit Risk, Banking, Credit, Financial Markets, Underwriting, Portfolio Management, Financial Risk, Loans, Bonds, Loan Origination, Investments
Education
University of Hartford 1999 — 2003
B.A., Entrepreneurial Studies
Ramapo high School
Evenz Escarne's BNY Mellon Experience May 2011 - Present
Job Vice President at BNY Mellon
Industry Investment Management
Experience
BNY Mellon May 2011 - Present
Bank of America May 1996 - December 2000
Skills
Corporate Trust, Global Custody, Transfer Agency, Fund Administration, Fixed Income, Hedge Funds, Alternative Investments, Fund Accounting, CDO, Securities Lending, Mutual Funds, Bloomberg, Corporate Actions, CLO, Equities
Education
University of Florida 1991 — 1996
Finance, Finance/Risk Management
BNY Mellon May 2011 - Present
Bank of America May 1996 - December 2000
Skills
Corporate Trust, Global Custody, Transfer Agency, Fund Administration, Fixed Income, Hedge Funds, Alternative Investments, Fund Accounting, CDO, Securities Lending, Mutual Funds, Bloomberg, Corporate Actions, CLO, Equities
Education
University of Florida 1991 — 1996
Finance, Finance/Risk Management
Diana D. CPA's BNY Mellon Experience 2010 - Present
Job Financial Reporting at BNY Mellon
Industry Banking
Experience
BNY Mellon 2010 - Present
Skills
Financial Reporting, SAP R/3, Financial Modeling, Business Valuation, Financial Analysis, Mergers & Acquisitions, Planning Budgeting &..., Hyperion Enterprise, IFRS, Project Finance, Cash Flow Forecasting, Corporate Finance, Equity Valuation, Derivatives, Fixed Income
Education
University of Houston, C.T. Bauer College of Business 2002 — 2005
MS, Accountancy
BNY Mellon 2010 - Present
Skills
Financial Reporting, SAP R/3, Financial Modeling, Business Valuation, Financial Analysis, Mergers & Acquisitions, Planning Budgeting &..., Hyperion Enterprise, IFRS, Project Finance, Cash Flow Forecasting, Corporate Finance, Equity Valuation, Derivatives, Fixed Income
Education
University of Houston, C.T. Bauer College of Business 2002 — 2005
MS, Accountancy
Alfred Sanders's BNY Mellon Experience February 2007 - Present
Job Assoc. Client Service Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2007 - Present
JPMorgan Chase August 1999 - February 2007
Skills
Credit Cards, Business Analysis, Analysis, Customer Service, Forecasting, Strategic Planning, Training, Coaching, Budgets, Recruiting, Team Leadership, Project Management, Banking, CRM, Credit, Data Entry, Payments, Spreadsheets
Education
University of Houston-Downtown
Accounting and Finance
BNY Mellon February 2007 - Present
JPMorgan Chase August 1999 - February 2007
Skills
Credit Cards, Business Analysis, Analysis, Customer Service, Forecasting, Strategic Planning, Training, Coaching, Budgets, Recruiting, Team Leadership, Project Management, Banking, CRM, Credit, Data Entry, Payments, Spreadsheets
Education
University of Houston-Downtown
Accounting and Finance
carlton morgan's BNY Mellon Experience Trust AssociateThe Bank of New YorkOctober 2000 - April 2006
Job Vice President at The Bank of New York
Industry Financial Services
Experience
BNY Mellon Trust AssociateThe Bank of New YorkOctober 2000 - April 2006
Bell Communications Research 1999 - 2000
Skills
Financial Analysis, Financial Modeling, Banking, CDO, Variance Analysis, Access, Business Analysis, Analysis, Microsoft Excel, Bloomberg, Fixed Income, Securities, Mutual Funds, Equities, Derivatives, Bonds
Education
University of Houston-Victoria 2010 — 2011
Master of Business Administration (MBA), Development Economics and International Development
University of Houston-Downtown 2006 — 2009
BBA, Finance
BNY Mellon Trust AssociateThe Bank of New YorkOctober 2000 - April 2006
Bell Communications Research 1999 - 2000
Skills
Financial Analysis, Financial Modeling, Banking, CDO, Variance Analysis, Access, Business Analysis, Analysis, Microsoft Excel, Bloomberg, Fixed Income, Securities, Mutual Funds, Equities, Derivatives, Bonds
Education
University of Houston-Victoria 2010 — 2011
Master of Business Administration (MBA), Development Economics and International Development
University of Houston-Downtown 2006 — 2009
BBA, Finance
Charles Janz's BNY Mellon Experience March 2012 - Present
Job Corp Trust Team Leader, Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
Education
University of Houston-Downtown
BNY Mellon March 2012 - Present
Education
University of Houston-Downtown
Brent Hirschfeld's BNY Mellon Experience December 2011 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Skills
Financial Modeling, Treasury Management, Management, Banking, Analytics, Portfolio Management, Fixed Income, Leadership, Cash Management, Financial Services, Financial Analysis, Microsoft Excel, CDO, Bloomberg, Business Analysis, Structured Finance, Team Management, Process Improvement, Equities, Financial Reporting, Risk Management, Capital Markets
Education
University of Houston 1991 — 1996
B.S.
BNY Mellon December 2011 - Present
Skills
Financial Modeling, Treasury Management, Management, Banking, Analytics, Portfolio Management, Fixed Income, Leadership, Cash Management, Financial Services, Financial Analysis, Microsoft Excel, CDO, Bloomberg, Business Analysis, Structured Finance, Team Management, Process Improvement, Equities, Financial Reporting, Risk Management, Capital Markets
Education
University of Houston 1991 — 1996
B.S.
Selena Saiping Chen's BNY Mellon Experience February 2013 - Present
Job AIS Fund Accountant II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
Conde Nast August 2011 - February 2013
LiteCure LLC 2011 - 2011
NISSAYSVA Life Insurance Co., Ltd December 2008 - March 2009
Aizhu Tobacco & Wine Store June 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Valuation, Accounting, Managerial Finance, Finance, Cash Flow, Account Reconciliation, Competitive Analysis, Portfolio Management, Data Analysis, Financial Statements, PeopleSoft
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2010
Master of Science, Finance; Economics;
Zhejiang University of Finance and Economics 2005 — 2009
Bachelor of Science in Economics, International Business
BNY Mellon February 2013 - Present
Conde Nast August 2011 - February 2013
LiteCure LLC 2011 - 2011
NISSAYSVA Life Insurance Co., Ltd December 2008 - March 2009
Aizhu Tobacco & Wine Store June 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Valuation, Accounting, Managerial Finance, Finance, Cash Flow, Account Reconciliation, Competitive Analysis, Portfolio Management, Data Analysis, Financial Statements, PeopleSoft
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2010
Master of Science, Finance; Economics;
Zhejiang University of Finance and Economics 2005 — 2009
Bachelor of Science in Economics, International Business
Jenny Zeng's BNY Mellon Experience September 2013 - Present
Job Risk Analyst at BNY Mellon
Industry Oil & Energy
Experience
BNY Mellon September 2013 - Present
ConocoPhillips July 2001 - September 2007
G&A Consulting August 2000 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Houston 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
BNY Mellon September 2013 - Present
ConocoPhillips July 2001 - September 2007
G&A Consulting August 2000 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Houston 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Diana Gerges's BNY Mellon Experience September 2007 - January 2008
Job Multilingual Communications, Evaluation and Research Professional.
Industry Education Management
Experience
World Education Services July 2014 - Present
Canadian Visa Application Center June 2013 - August 2013
European Chemicals Agency August 2011 - August 2012
University of Helsinki September 2008 - April 2012
BNY Mellon September 2007 - January 2008
Embassy of Finland in Cairo October 2006 - May 2007
CDMC Business Associates March 2006 - October 2006
Skylar Artistries July 2004 - January 2006
Skills
Research, English, PowerPoint, Customer Service, Lotus Notes, Outlook, Microsoft Word, Public Speaking, Teamwork, Microsoft Excel, SPSS, communication, Excel, Word, Languages, Web Content, Document Drafting, International Relations, Public Relations, Market Research, Analysis, Communication, Management
Education
University of Helsinki 2008 — 2012
Research Masters Degree in Social Sciences, Social Psychology
University of the District of Colombia (UDC) 2002 — 2006
Bachelor's degree, Business Administration; Management, Cum Laude, GPA 3.57
Etablissement des Sœurs Franciscaines, Kasr el Nil 1990 — 2002
French School, High School Diploma
World Education Services July 2014 - Present
Canadian Visa Application Center June 2013 - August 2013
European Chemicals Agency August 2011 - August 2012
University of Helsinki September 2008 - April 2012
BNY Mellon September 2007 - January 2008
Embassy of Finland in Cairo October 2006 - May 2007
CDMC Business Associates March 2006 - October 2006
Skylar Artistries July 2004 - January 2006
Skills
Research, English, PowerPoint, Customer Service, Lotus Notes, Outlook, Microsoft Word, Public Speaking, Teamwork, Microsoft Excel, SPSS, communication, Excel, Word, Languages, Web Content, Document Drafting, International Relations, Public Relations, Market Research, Analysis, Communication, Management
Education
University of Helsinki 2008 — 2012
Research Masters Degree in Social Sciences, Social Psychology
University of the District of Colombia (UDC) 2002 — 2006
Bachelor's degree, Business Administration; Management, Cum Laude, GPA 3.57
Etablissement des Sœurs Franciscaines, Kasr el Nil 1990 — 2002
French School, High School Diploma
Jayna patel's BNY Mellon Experience December 2006 - Present
Job Client Service Manager at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon December 2006 - Present
Wells Fargo Financial Service/Retail Banking August 2004 - November 2006
MERRY INN HOTEL June 2003 - July 2005
Skills
Accounting, Account Reconciliation, Microsoft Excel, Investments, Auditing, Financial Statements, Payroll, Outlook, Budgets, Accounts Payable, Bank Reconciliation, Management, Access, Finance
Education
University of Houston-Downtown 2002 — 2006
B.A., Finance
Champion School of Real Estate 2005 — 2005
Texas Real Estate Salesperson License
BNY Mellon December 2006 - Present
Wells Fargo Financial Service/Retail Banking August 2004 - November 2006
MERRY INN HOTEL June 2003 - July 2005
Skills
Accounting, Account Reconciliation, Microsoft Excel, Investments, Auditing, Financial Statements, Payroll, Outlook, Budgets, Accounts Payable, Bank Reconciliation, Management, Access, Finance
Education
University of Houston-Downtown 2002 — 2006
B.A., Finance
Champion School of Real Estate 2005 — 2005
Texas Real Estate Salesperson License
Ann Cung's BNY Mellon Experience January 2015 - Present
Job Transaction Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
BNY Mellon October 2012 - December 2014
Wells Fargo Bank June 2007 - October 2012
JPMorgan Chase July 2004 - June 2007
JPMorgan Chase June 2002 - June 2004
Skills
Investments, Finance, Business Development, Structured Finance, Portfolio Management, Financial Modeling, Securities, Accounting, Leadership, Financial Analysis, Management, Financial Risk, CRM, Asset Management, Fixed Income
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance and Management
BNY Mellon January 2015 - Present
BNY Mellon October 2012 - December 2014
Wells Fargo Bank June 2007 - October 2012
JPMorgan Chase July 2004 - June 2007
JPMorgan Chase June 2002 - June 2004
Skills
Investments, Finance, Business Development, Structured Finance, Portfolio Management, Financial Modeling, Securities, Accounting, Leadership, Financial Analysis, Management, Financial Risk, CRM, Asset Management, Fixed Income
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance and Management
Todd Dugue's BNY Mellon Experience August 2003 - September 2014
Job Vice President | CDO Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2014 - Present
BNY Mellon August 2003 - September 2014
Skills
Analysis, Customer Service, Microsoft Excel, Mutual Funds, Outlook, Public Speaking, Process Improvement, Equities, Data Analysis, Project Management, Banking, Financial Analysis, Management, Microsoft Word, Research, Team Building, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
BBA, Finance
U.S. Bank September 2014 - Present
BNY Mellon August 2003 - September 2014
Skills
Analysis, Customer Service, Microsoft Excel, Mutual Funds, Outlook, Public Speaking, Process Improvement, Equities, Data Analysis, Project Management, Banking, Financial Analysis, Management, Microsoft Word, Research, Team Building, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
BBA, Finance
Richard Mullings's BNY Mellon Experience February 2012 - December 2012
Job Senior Auditor at Tenaris
Industry Oil & Energy
Experience
Tenaris January 2014 - Present
Resurgent Capital Services December 2012 - January 2014
BNY Mellon February 2012 - December 2012
Litton Loan Servicing LP March 2007 - December 2011
Skills
Auditing, Internal Audit, Internal Controls, US GAAP, SOX 404, SAP, Business Intelligence, Financial Analysis, Financial Reporting, Risk Management, Finance, Project Management
Education
University of Houston, C.T. Bauer College of Business 2012 — 2013
BBA, Accounting
University of Houston, C.T. Bauer College of Business 2000 — 2005
BBA, Finance
Tenaris January 2014 - Present
Resurgent Capital Services December 2012 - January 2014
BNY Mellon February 2012 - December 2012
Litton Loan Servicing LP March 2007 - December 2011
Skills
Auditing, Internal Audit, Internal Controls, US GAAP, SOX 404, SAP, Business Intelligence, Financial Analysis, Financial Reporting, Risk Management, Finance, Project Management
Education
University of Houston, C.T. Bauer College of Business 2012 — 2013
BBA, Accounting
University of Houston, C.T. Bauer College of Business 2000 — 2005
BBA, Finance
Co Tang's BNY Mellon Experience July 2013 - Present
Job Corporate Trust Analytics Analyst
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Bank of New York Mellon May 2008 - Present
JP Morgan Chase September 2007 - May 2008
JP Morgan Chase August 2004 - September 2007
Peak Organization July 2003 - August 2004
International Business Machines January 2001 - July 2003
Skills
Active Directory, Citrix, Databases, Disaster Recovery, Hardware, Laptops, Lotus Notes, SQL, Technical Support, Troubleshooting, VPN, Visio, Windows, Risk Management, Business Analysis
Education
University of Houston 2002 — 2004
Bachelor of Science, Information Systems Technology
BNY Mellon July 2013 - Present
Bank of New York Mellon May 2008 - Present
JP Morgan Chase September 2007 - May 2008
JP Morgan Chase August 2004 - September 2007
Peak Organization July 2003 - August 2004
International Business Machines January 2001 - July 2003
Skills
Active Directory, Citrix, Databases, Disaster Recovery, Hardware, Laptops, Lotus Notes, SQL, Technical Support, Troubleshooting, VPN, Visio, Windows, Risk Management, Business Analysis
Education
University of Houston 2002 — 2004
Bachelor of Science, Information Systems Technology
Erica B Anderson's BNY Mellon Experience October 2004 - March 2011
Job Client Service Management
Industry Financial Services
Experience
City National Bank September 2012 - Present
BNY Mellon October 2004 - March 2011
Union Bank December 2000 - October 2004
Skills
•Client Servicing,..., •Policy/Procedure..., •Problem/loss..., •Benefit Plan Design,..., •Project (non-tech)..., •Compliance/Regulatory..., •Cross-functional..., Management, Mutual Funds
Education
University of Denver
Bachelor of Arts (B.A.)
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
City National Bank September 2012 - Present
BNY Mellon October 2004 - March 2011
Union Bank December 2000 - October 2004
Skills
•Client Servicing,..., •Policy/Procedure..., •Problem/loss..., •Benefit Plan Design,..., •Project (non-tech)..., •Compliance/Regulatory..., •Cross-functional..., Management, Mutual Funds
Education
University of Denver
Bachelor of Arts (B.A.)
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Philippe Tsoukias's BNY Mellon Experience January 2012 - September 2012
Job Strategic Planning Analyst at Citation Oil & Gas Corp.
Industry Financial Services
Experience
Citation Oil & Gas Corp. October 2012 - Present
BNY Mellon January 2012 - September 2012
Bank of New York Mellon August 2007 - December 2011
Designer Stone Center, Inc. August 2006 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Cash Management, Valuation, Cash Flow, Finance, Risk Management, Microsoft Excel, Auditing, Bloomberg, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Portfolio Management, Analysis, Forecasting, Strategic Planning, Management
Education
University of Houston 2010 — 2012
MBA, Finance
University of St. Thomas (TX) 2002 — 2006
3.45, Finance and Business
IEA 1989 — 2001
Citation Oil & Gas Corp. October 2012 - Present
BNY Mellon January 2012 - September 2012
Bank of New York Mellon August 2007 - December 2011
Designer Stone Center, Inc. August 2006 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Cash Management, Valuation, Cash Flow, Finance, Risk Management, Microsoft Excel, Auditing, Bloomberg, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Portfolio Management, Analysis, Forecasting, Strategic Planning, Management
Education
University of Houston 2010 — 2012
MBA, Finance
University of St. Thomas (TX) 2002 — 2006
3.45, Finance and Business
IEA 1989 — 2001
Larry Mintah's BNY Mellon Experience July 2010 - April 2011
Job Project Financial Analyst at Aptiv Solutions, an ICON plc company
Industry Pharmaceuticals
Experience
Aptiv Solutions, an ICON plc company January 2012 - Present
BNY Mellon July 2010 - April 2011
PNC Global Investment Servicing 2007 - 2010
PFPC 2001 - 2007
Skills
Project Management, Financial Analysis, Financial Reporting, Revenue Analysis, Sales Management, Sales Operations, Account Management, Revenue Forecasting, Financial Services, Financial Planning, Financial Modeling, Analysis, Finance, Business Analysis, New Business Development, Marketing, Forecasting, Management, Budgets, Process Improvement
Education
University of Ghana
BA
Aptiv Solutions, an ICON plc company January 2012 - Present
BNY Mellon July 2010 - April 2011
PNC Global Investment Servicing 2007 - 2010
PFPC 2001 - 2007
Skills
Project Management, Financial Analysis, Financial Reporting, Revenue Analysis, Sales Management, Sales Operations, Account Management, Revenue Forecasting, Financial Services, Financial Planning, Financial Modeling, Analysis, Finance, Business Analysis, New Business Development, Marketing, Forecasting, Management, Budgets, Process Improvement
Education
University of Ghana
BA
Jose Romney's BNY Mellon Experience April 2004 - November 2006
Job Senior Corporate Advance Analyst at Litton Loan Servicing LP
Industry Financial Services
Experience
Litton Loan Servicing LP November 2006 - Present
BNY Mellon April 2004 - November 2006
Venedom Construction September 2000 - January 2004
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
BBA, Finance
Litton Loan Servicing LP November 2006 - Present
BNY Mellon April 2004 - November 2006
Venedom Construction September 2000 - January 2004
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
BBA, Finance
Seyyed Ali's BNY Mellon Experience June 2012 - January 2014
Job Accountant
Industry Financial Services
Experience
Sysco January 2014 - Present
BNY Mellon June 2012 - January 2014
Atwood Oceanics 2014 - 2014
Atwood Oceanics 2014 - 2014
Atwood Oceanics 2014 - 2014
Capital One April 2008 - May 2012
Sterling Bank May 2008 - August 2008
United Central Bank August 2007 - May 2008
Wells Fargo January 2004 - November 2005
Skills
Financial Analysis, Credit, Loans, Accounting, Financial Reporting, Forecasting, Microsoft Excel, Budgets, Finance, Account Reconciliation, Strategic Financial..., Cash Management, Banking, Cash Flow, General Ledger, QuickBooks, Financial Statements, Corporate Finance, Accounts Receivable, Auditing, Financial Accounting, Variance Analysis, Financial Forecasting, Tax, Bank Reconciliation, Financial Audits, Consolidation, Balance, Journal Entries, Financial Risk, Pivot Tables, Bloomberg, Bookkeeping, Invoicing, Cash Flow Forecasting, Accounts Payable
Education
University of Houston-Downtown 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
University of Houston 2002 — 2004
Bachelor of Science in Biotechnology, Biotechnology
Sysco January 2014 - Present
BNY Mellon June 2012 - January 2014
Atwood Oceanics 2014 - 2014
Atwood Oceanics 2014 - 2014
Atwood Oceanics 2014 - 2014
Capital One April 2008 - May 2012
Sterling Bank May 2008 - August 2008
United Central Bank August 2007 - May 2008
Wells Fargo January 2004 - November 2005
Skills
Financial Analysis, Credit, Loans, Accounting, Financial Reporting, Forecasting, Microsoft Excel, Budgets, Finance, Account Reconciliation, Strategic Financial..., Cash Management, Banking, Cash Flow, General Ledger, QuickBooks, Financial Statements, Corporate Finance, Accounts Receivable, Auditing, Financial Accounting, Variance Analysis, Financial Forecasting, Tax, Bank Reconciliation, Financial Audits, Consolidation, Balance, Journal Entries, Financial Risk, Pivot Tables, Bloomberg, Bookkeeping, Invoicing, Cash Flow Forecasting, Accounts Payable
Education
University of Houston-Downtown 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
University of Houston 2002 — 2004
Bachelor of Science in Biotechnology, Biotechnology
Gerard Iniwan's BNY Mellon Experience July 2012 - Present
Job BNY Mellon
Industry Investment Banking
Experience
BNY Mellon July 2012 - Present
RM&S LLC December 2011 - July 2012
ActionLink June 2010 - May 2012
Starbucks July 2009 - September 2010
Primerica June 2005 - March 2006
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Finance, Microsoft Office
Education
University of Houston-Downtown 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon July 2012 - Present
RM&S LLC December 2011 - July 2012
ActionLink June 2010 - May 2012
Starbucks July 2009 - September 2010
Primerica June 2005 - March 2006
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Finance, Microsoft Office
Education
University of Houston-Downtown 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Joy Burnett's BNY Mellon Experience 2004 - Present
Job Vice President Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2004 - Present
Forms Manufacturing Inc November 1990 - September 2002
J.J. Gregory Gourmet Svcs. Inc. September 1979 - November 1990
Skills
Financial Services, Relationship Management, Banking, Bloomberg, Asset Management
Education
University of Houston
Did not graduate, Business Administration and Management, General
BNY Mellon 2004 - Present
Forms Manufacturing Inc November 1990 - September 2002
J.J. Gregory Gourmet Svcs. Inc. September 1979 - November 1990
Skills
Financial Services, Relationship Management, Banking, Bloomberg, Asset Management
Education
University of Houston
Did not graduate, Business Administration and Management, General
Trang Tran-Rojas's BNY Mellon Experience December 2007 - June 2010
Job Senior Data Analyst at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC July 2012 - Present
Virtus Partners, LLC June 2010 - Present
BNY Mellon December 2007 - June 2010
Whitney Bank May 2005 - December 2007
Skills
Advance knowledge of..., I am familiar with ..., Use of Bloomberg on a..., Loans, Portfolio Management
Education
University of Houston 2000 — 2005
Bachelor of Business Administration, Finance and Marketing
Virtus Partners, LLC July 2012 - Present
Virtus Partners, LLC June 2010 - Present
BNY Mellon December 2007 - June 2010
Whitney Bank May 2005 - December 2007
Skills
Advance knowledge of..., I am familiar with ..., Use of Bloomberg on a..., Loans, Portfolio Management
Education
University of Houston 2000 — 2005
Bachelor of Business Administration, Finance and Marketing
Ashi Barichello's BNY Mellon Experience July 2013 - October 2013
Job Finance at Sysco
Industry Oil & Energy
Experience
Sysco March 2015 - Present
Schlumberger November 2013 - February 2015
BNY Mellon July 2013 - October 2013
Carriage Services February 2010 - May 2011
Prudential Financial March 2004 - June 2009
Faegre & Benson LLP April 2003 - October 2003
Allianz Insurance September 2000 - April 2003
Prudential Financial May 2000 - September 2000
Prudential Financial August 1997 - April 2000
Prudential Financial August 1997 - September 1998
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Certificate of Accountancy Program, Accounting
University of St. Thomas 1997 — 2000
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Minnesota-Twin Cities 1989 — 1995
Bachelor's degree, Econometrics and Quantitative Economics
Sysco March 2015 - Present
Schlumberger November 2013 - February 2015
BNY Mellon July 2013 - October 2013
Carriage Services February 2010 - May 2011
Prudential Financial March 2004 - June 2009
Faegre & Benson LLP April 2003 - October 2003
Allianz Insurance September 2000 - April 2003
Prudential Financial May 2000 - September 2000
Prudential Financial August 1997 - April 2000
Prudential Financial August 1997 - September 1998
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Certificate of Accountancy Program, Accounting
University of St. Thomas 1997 — 2000
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Minnesota-Twin Cities 1989 — 1995
Bachelor's degree, Econometrics and Quantitative Economics
Neil Henningsen's BNY Mellon Experience 1999 - 2008
Job Regional Advisor Upstream at Chevron
Industry Oil & Energy
Experience
Chevron January 2015 - Present
Chevron June 2008 - December 2014
BNY Mellon 1999 - 2008
Skills
Petroleum, Project Portfolio..., Project Management, Banking, Business Analysis, Risk Management, Financial Modeling, Portfolio Management, Financial Services
Education
University of Houston 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General, A
University of Houston 1991 — 1996
Bachelor’s Degree, Dual Major Finance and Management
Chevron January 2015 - Present
Chevron June 2008 - December 2014
BNY Mellon 1999 - 2008
Skills
Petroleum, Project Portfolio..., Project Management, Banking, Business Analysis, Risk Management, Financial Modeling, Portfolio Management, Financial Services
Education
University of Houston 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General, A
University of Houston 1991 — 1996
Bachelor’s Degree, Dual Major Finance and Management
Henok W.'s BNY Mellon Experience January 2015 - Present
Job Application Support at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon January 2015 - Present
University of Houston 2013 - 2014
Skills
Management, SQL, HTML, Customer Service
Education
University of Houston
CIS, Computer Information Systems
University Joseph Fourier 2006 — 2010
MIAGE, Computer Science applied to Business Management
BNY Mellon January 2015 - Present
University of Houston 2013 - 2014
Skills
Management, SQL, HTML, Customer Service
Education
University of Houston
CIS, Computer Information Systems
University Joseph Fourier 2006 — 2010
MIAGE, Computer Science applied to Business Management
Casey Meyers's BNY Mellon Experience June 2008 - March 2009
Job Project Management, Risk Manager, Marketing Specialist
Industry Insurance
Experience
Ted W. Allen & Associates, Inc. May 2011 - Present
Anco Insurance September 2009 - May 2011
Chisholm Trail Coffee House April 2009 - July 2009
BNY Mellon June 2008 - March 2009
SourceNet Solutions November 2007 - June 2008
Skills
Economics, Commercial Insurance, Risk Management, Data Tracking, Microsoft Office, Marketing, Marketing Strategy, Social Media Marketing, Sales, Customer Service, State Tax, Email Marketing, Stocks, Accounts Payable, Accounting, Cash Management, QuickBooks
Education
University of Houston 2010 — 2013
Bachelor of Science (BS), Economics
Ted W. Allen & Associates, Inc. May 2011 - Present
Anco Insurance September 2009 - May 2011
Chisholm Trail Coffee House April 2009 - July 2009
BNY Mellon June 2008 - March 2009
SourceNet Solutions November 2007 - June 2008
Skills
Economics, Commercial Insurance, Risk Management, Data Tracking, Microsoft Office, Marketing, Marketing Strategy, Social Media Marketing, Sales, Customer Service, State Tax, Email Marketing, Stocks, Accounts Payable, Accounting, Cash Management, QuickBooks
Education
University of Houston 2010 — 2013
Bachelor of Science (BS), Economics
Sokkay Guy In's BNY Mellon Experience March 2012 - November 2012
Job Associate Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC November 2012 - Present
BNY Mellon March 2012 - November 2012
BNY Mellon March 2007 - March 2012
Skills
Portfolio Management, Banking
Education
University of Houston 1998 — 2003
Bachelor's degree, Biochemistry
Virtus Partners, LLC November 2012 - Present
BNY Mellon March 2012 - November 2012
BNY Mellon March 2007 - March 2012
Skills
Portfolio Management, Banking
Education
University of Houston 1998 — 2003
Bachelor's degree, Biochemistry
Gena Albertelli Zak's BNY Mellon Experience September 2010 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab June 2011 - April 2013
BNY Mellon September 2010 - June 2011
Citi Global Wealth Management February 2010 - August 2010
Citi August 2006 - March 2010
UBS Wealth Management June 2005 - August 2006
Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Charles Schwab June 2011 - April 2013
BNY Mellon September 2010 - June 2011
Citi Global Wealth Management February 2010 - August 2010
Citi August 2006 - March 2010
UBS Wealth Management June 2005 - August 2006
Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Issa Osagie's BNY Mellon Experience December 2005 - August 2008
Job Director at City Line Holdings Inc.
Industry Import and Export
Experience
City Line Holdings Inc. January 2002 - Present
BNY Mellon December 2005 - August 2008
Education
University of Houston-Downtown
Bachelor of Science (BS)
City Line Holdings Inc. January 2002 - Present
BNY Mellon December 2005 - August 2008
Education
University of Houston-Downtown
Bachelor of Science (BS)
Shaquoia Garo's BNY Mellon Experience December 2007 - January 2010
Job Executive Administrative Assistant at Columbia University in the City of New York
Industry Higher Education
Experience
Columbia University in the City of New York October 2013 - Present
Ultimate Sales & Services June 2012 - August 2013
BNY Mellon December 2007 - January 2010
Perennial Resources International July 2007 - December 2007
University of Hartford August 2003 - May 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, QuickBooks, Google Docs, Google Apps, Windows 7, PeopleSoft, Interviews, Training, Microsoft Office, Outlook, Management, Customer Service, Event Planning, Time Management, Public Speaking, Employee Relations, Research, Human Resources, PeopleSoft Financial, Accounts Payable, Budget Management
Education
University of Hartford 2003 — 2007
B.A., Psychology
Columbia University in the City of New York October 2013 - Present
Ultimate Sales & Services June 2012 - August 2013
BNY Mellon December 2007 - January 2010
Perennial Resources International July 2007 - December 2007
University of Hartford August 2003 - May 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, QuickBooks, Google Docs, Google Apps, Windows 7, PeopleSoft, Interviews, Training, Microsoft Office, Outlook, Management, Customer Service, Event Planning, Time Management, Public Speaking, Employee Relations, Research, Human Resources, PeopleSoft Financial, Accounts Payable, Budget Management
Education
University of Hartford 2003 — 2007
B.A., Psychology
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