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
Federal Reserve Bank of New York July 2013 - Present
State Street Bank August 2011 - May 2013
Federal Reserve Bank of New York June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Data Analysis, Data Entry, Microsoft Excel, Macro, Statistics, PowerPoint, Public Speaking, Policy Analysis, Research, Microsoft Office, Market Research, Well Travelled, Qualitative Research, Internal Audit, Auditing, Work Ethic, Works well in a team, Manage Client..., Economics, Financial Analysis, Financial Modeling, Facebook, Bloomberg
Education
University of Massachusetts Boston 2008 — 2013
Bachelors of Arts, Economics
University of Massachusetts Boston 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Management with concentrations in Accounting and Finance
BNY Mellon August 2013 - Present
IPC International July 2011 - February 2013
UMass Dartmouth September 2011 - May 2012
UMass Dartmouth September 2011 - May 2012
Dartmouth Indoor Tennis Club October 2008 - October 2011
U. of MASS Public Safety September 2010 - May 2011
EShahin- Lebanon, Hasrayel July 2010 - August 2010
Walgreens September 2006 - September 2008
Skills
Customer Service, PowerPoint, Time Management, Supervisory Skills, Management, Scheduling, Microsoft Office, Data Entry, Microsoft Word, Research, Social Networking, Teamwork, Microsoft Excel, Process Scheduler, Excel, Office Management, Training, Learning Quickly, Motivation, TeamPlay, Fund Accounting, Social Media, Outlook, Access, Data Analysis, Leadership
Education
UMass Dartmouth 2011 — 2012
MBA, International Business, 3.51
University of Massachuesetts Dartmouth 2007 — 2011
Bachelor of Science, Operations Management, 3.48
BNY Mellon 2008 - Present
Liberty Mutual Insurance March 2004 - November 2007
Aon Risk Solutions January 2002 - February 2004
Education
University of Massachusetts, Amherst 2004 — 2006
Master's degree, Banking, Corporate, Finance, and Securities Law, 3.8
University of Southern California 1999 — 2001
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Pfizer August 2015 - Present
BNY Mellon January 2014 - August 2015
Santander Bank, N.A. 2012 - 2014
Saint Peter’s Healthcare System 2011 - 2012
Starbucks 2002 - 2012
Skills
Management, Recruiting, Sales, Interviews, Time Management, Banking, Marketing, Payroll, Strategy, Data Entry, Quality Assurance, Cash Management, Customer Service, Portfolio Management, Credit, Budgets, Customer Retention, Hiring, Strategic Planning, Executive Support, Project Management, Executive-level..., Project Coordination, Relationship Management, Partnership-building, Alliance-building, Financial Management..., Profit & Loss Management, Behavioral Interviewing, Healthcare
Education
University of Massachusetts Boston
Bachelor's Degree, Biology, 3.17 (aggregate with post-baccalaureate credit)
BNY Mellon February 2013 - Present
BNY Mellon July 2011 - February 2013
Rockport National Bank July 2010 - August 2011
Centers for Learning September 2009 - May 2011
Gloucester House Restruant July 2006 - July 2010
Merrill Lynch May 2009 - August 2009
Delaware North Companies November 2008 - February 2009
Skills
Customer Service, Leadership, Research, Microsoft Excel, Time Management, Microsoft Office
Education
University of Massachusetts Lowell 2007 — 2011
Bachelors Degree, Business Finance and Economics (Double Major)
Boston Financial Data Services March 2014 - Present
BNY Mellon July 2013 - February 2014
Formula November 2011 - 2014
Partners HealthCare March 2011 - January 2012
TeleCheck / FirstData June 2010 - February 2011
Marriott Hotel February 2008 - June 2010
CVS Pharmacy January 2006 - July 2007
Skills
Healthcare, Hospitals, Healthcare Management, Patient Safety, Medical Terminology, HIPAA, Healthcare Information..., Microsoft, Windows XP and 7, IDX, Word , Excel ,..., GSP, CMS, Data Entry, Public Speaking, Teamwork, Nursing, Outlook, Management, Customer Service, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Access, Nonprofits
Education
University of Massachusetts Boston
Bachelor’s Degree, College of Public and Community Service, Human Services
BankUnited June 2010 - Present
BNY Mellon December 2002 - June 2010
BNY Mellon August 2000 - May 2002
Skills
ADP ReportSmith, Taleo, PeopleSoft, Microsoft Office, ADP Reporting, Ad Hoc Reporting, Applicant Tracking..., VirtualEdge / Salute, Payroll, Training, Deferred Compensation, Onboarding, Employee Relations, HR Policies, Human Resources, Benefits Administration, ADP Payroll, HRIS, Administration, Employee Benefits, Software Documentation
Education
University of Massachusetts Boston
Bachelor's degree
BNY Mellon May 2013 - Present
Transamerica Asset Management, Inc. July 2007 - April 2013
Investors Bank & Trust 2003 - 2007
Skills
Mutual Funds, Financial Reporting, Financial Services, SEC filings, Fund Accounting, Financial Statements, Equities, Sarbanes-Oxley Act, Asset Management, Finance, US GAAP, Bloomberg, Confluence, Fund Administration, ETFs, Securities, Fixed Income, Derivatives, Regulatory Submissions
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science (BS), Economics
North Attleboro High School 1996 — 1999
BNY Mellon June 2015 - Present
BNY Mellon January 2014 - Present
BNY Mellon Wealth Management June 2008 - January 2014
BNY Mellon Wealth Management June 2006 - June 2008
Freelance Graphic Designer 1997 - 2006
KPMG Peat Marwick July 1988 - 1997
Skills
Project Management, E-Learning, Microsoft Excel, Captivate, PowerPoint, Adobe Creative Suite, Blended Learning, Photoshop, Video Production, Multimedia, Microsoft Office, Training, web based training, WebEx, Outlook, Dreamweaver, Web Design, Needs Analysis, Instructional Design, Management, CRM, Leadership, Customer Service, Financial Services, Marketing, Leadership Development
Education
University of Massachusetts Lowell 1984 — 1988
Bachelor, Graphic Design
BNY Mellon August 2009 - September 2014
BNY Mellon Wealth Management April 2007 - January 2009
BNY Mellon Wealth Management January 2001 - April 2007
BNY Mellon Wealth Management July 1999 - January 2001
Skills
Customer Service, Administrative..., Team Building, Sales, Office Management, Outlook, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Travel Arrangements, International &..., English, Keyboarding, Meeting Scheduling, Peer Mentoring, Mentoring New Hires, Family Caregiving, Music Education, Music Theory, Lotus Notes, PeopleSoft, Events Coordination, Receptionist Duties, Early Childhood Music..., Music Pedagogy, Business Resumption..., Songwriting, Ordering Office Supplies, Executive Calendar..., Musical Theatre, Singing, Piano Playing, Crisis Counselling, Expense Reports, Childcare, Praise & Worship, Accounts Payable, Purchasing, Flute, Nonprofits
Education
University of Massachusetts Lowell
Bachelor's degree, Music
Burlington High School
EMC August 2015 - Present
EMC July 2015 - August 2015
EMC August 2013 - July 2015
BNY Mellon September 2012 - July 2013
Skills
Accounting, Data Analysis, Time Management, Access, Customer Service, Teamwork, Marketing, Research, Financial Reporting, Social Media, Budgets, Databases, Outlook, PeopleSoft, Contract Negotiation, Process Improvement, Strategic Planning, Procurement, Strategic Sourcing, Purchasing, Ariba, Supply Chain Management, Microsoft Excel, Partner Management, Strategic Partner..., Finance
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science, Finance, Minor in Economics, 3.99
BNY Mellon December 2012 - Present
BNY Mellon 2012 - 2014
UMass Amherst January 2010 - November 2012
Salem State College June 2008 - January 2010
Harvard University November 2006 - May 2008
Fidelity Investments August 1990 - August 2005
BoxGarden Billy January 1999 - December 2004
Skills
Planned Giving, Executive Pay, Proxy Voting, Corporate Governance, Fundraising, Non-profits, Philanthropy, Public Speaking, Event Planning, Higher Education, Grant Writing, Research, Stewardship, Strategic Planning, Community Outreach, Volunteer Management, Social Media, Editing, Event Management, Public Relations, Grants, Stock Compensation, Investments, Entrepreneurship, Program Development, Alumni Relations, Nonprofits, Community Development, Leadership Development, Strategy, Management, Board Development, Staff Development
Education
Harvard University Extension School 1998 — 1999
University of Massachusetts, Amherst 1983 — 1986
Bachelor of Arts (B.A.), Communications
BNY Mellon April 2008 - Present
First Franklin 2003 - 2007
Skills
Credit, Banking, Loans, Financial Services, Sales, Account Management, Mortgage Lending, Customer Service, Management, Microsoft Excel, New Business Development, Loan Origination, Finance, Microsoft Office, Risk Management, Microsoft Word, Financial Analysis, Investments, Leadership, PowerPoint, Marketing
Education
University of Massachusetts Boston 2000 — 2003
Bachelor of Science (BS), Geological and Earth Sciences/Geosciences
BNY Mellon March 2012 - Present
Umass Dartmouth Campus Services February 2008 - December 2011
Community Economic Development Center of Southeastern Massachusetts January 2011 - April 2011
Skills
Tax Preparation, Microsoft Office
Education
University of Massachusetts Dartmouth 2007 — 2011
BS, Accounting
Apex Systems August 2013 - Present
BNY Mellon January 2013 - August 2013
Imperial Bag & Paper Co. LLC April 2010 - January 2013
Bloomington Prarie Thunder August 2007 - August 2010
Skills
Bloomberg, Access, Access Database, Securities, Asset Management, Customer Service, Sales, Purchasing, Finance, Recruiting, Temporary Placement, Account Management, Networking, Cold Calling, Business Development, Information Technology
Education
University of Massachusetts Dartmouth 2003 — 2007
Sociology
RSA, The Security Division of EMC June 2014 - Present
BNY Mellon February 2013 - June 2014
Raytheon December 2011 - February 2013
LTC (Lowell Telecommunications Corporation) October 2008 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
University of Massachusetts Lowell
Bachelor of Arts (B.A.), Philosophy/Critical Thinking and Communications
Lowell High School 1998 — 2001
BNY Mellon February 2013 - Present
Academic Programs International (API) June 2012 - December 2012
Starbucks August 2007 - May 2012
Prision Book Program 2010 - 2012
TV Azteca July 2005 - June 2006
Global Metamorfosis September 2004 - June 2006
Skills
Accounting, Management, Customer Service, Spanish, Fashion, French, Community Outreach, Sales Management, Marketing, Program Coordination, Office Administration, Graphic Design, Foreign Languages, Visual Arts, Business Analysis, Italian, Bloomberg, Investments, Cash Flow, Banking, Microsoft Excel, Sales
Education
University of Massachusetts Boston 2007 — 2012
Bachelor's Degree, International Management
University of Massachusetts Boston 2007 — 2012
Bachelor's Degree, French Language and Literature
Université Paris IV 2010 — 2010
Diploma, French culture and civilization
Jannette Klein Fashion Institute 2003 — 2006
Associate's degree, Fashion Merchandising and Marketing
BNY Mellon
Skills
Financial Services, Relationship Management, Alternative Investments, Wealth Management
Education
University of Massachusetts, Amherst
Boston Financial Data Services July 2014 - Present
BNY Mellon November 2013 - July 2014
Columbia Management January 2005 - September 2013
Investors Bank & Trust June 2001 - January 2005
State Street Bank February 1999 - December 2000
Skills
Trading, Financial Reporting, Investments, Portfolio Management, Account Reconciliation, Blue Sky, Finance, Fund Accounting, Tax, SEC filings
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
BNY Mellon June 2014 - Present
University of Massachusetts Amherst September 2010 - Present
Skills
Financial Accounting, Cost Accounting, Audting, Accounting, Auditing, CPA, Financial Analysis, Microsoft Excel, Financial Reporting, Finance, PowerPoint, Budgets, Financial Modeling
Education
University of Massachusetts, Amherst 2010 — 2014
Vestmark January 2015 - Present
BNY Mellon September 1999 - December 2014
Investors Bank and Trust Co. September 1997 - November 1999
E.U. Wurlitzer Music and Sound Inc. September 1992 - August 1997
Skills
Staff Management, Team Building, Project Management, Project Implementation, User Acceptance Testing, Production Support, Management, Risk Management, Business Analysis, Finance, Financial Risk, Financial Services, Vendor Management, Financial Analysis
Education
University of Massachusetts Lowell
Bachelor's degree
Edelman Financial Services October 2012 - Present
Town of Groton, MA August 2013 - July 2014
BNY Mellon May 2012 - October 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Social Media, First Responder, Cpr Certified, EMT
Education
University of Massachusetts Boston 2009 — 2012
B.S. Management & Marketing, Marketing, Finance, Management, Accounting
BNY Mellon November 1997 - Present
Skills
Databases, Data Analysis, Microsoft Office, Financial Services, Financial Reporting, Performance Measurement, Financial Analysis, Management, Team Leadership, Vendor Management, Customer Service
Education
University of Massachusetts Lowell
Bachelor's Degree, Business Administration and Management, General
Citco Fund Services September 2013 - Present
Gottex Fund Management May 2009 - July 2013
BNY Mellon June 2005 - May 2009
Mellon Financial December 2003 - June 2005
Mellon Financial May 2002 - December 2003
Global Custody & Fund Accounting August 1992 - May 2002
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Accounting, Global Custody, US GAAP, Luxembourg GAAP, Middle Office, Back Office, ERISA, Partnership Accounting, Separately Managed..., Limited Partnerships, Unit Investment Trusts, Operations Management, Relationship Management, New Business Development, Contract Negotiation, Service Level Agreements, Performance Metrics, Business Process..., Process Redesign, Project Management, Department..., Equities, Fixed Income, Swaps, Futures, ABS, MBS, Mutual Funds, CDO, CLO, Bank Debt, 1940 Act, Corporate Actions, Fund Of Funds, Structured Products
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance & Management (double major)
Putnam Investments August 2013 - Present
BNY Mellon April 2013 - August 2013
BNY Mellon April 2010 - April 2013
State Street September 2006 - April 2010
State Street July 2005 - September 2006
Skills
Auditing, Fund Accounting, Account Reconciliation, Bloomberg, Corporate Actions, Process Improvement, Microsoft Office, Portfolio Management, Internal Audit, Equities, Fixed Income, Microsoft Excel, Financial Analysis, Management, Financial Services, Investments, Data Analysis, Accounting, Financial Modeling, Finance, PowerPoint
Education
Univeristy of Massachusetts Amherst 2000 — 2005
University of Massachusetts, Amherst 2000 — 2005
Bachelors, Sports Management
BNY Mellon June 2010 - August 2010
Skills
Monthly Financial..., Financial Reporting &..., Bank Reconciliation, Internal Audits, Wire Initiations, Tax Reporting, General Ledger Entries, Intercompany Reporting..., Fixed Asset Reporting, Government Property
Education
University of Massachusetts Boston 2007 — 2011
Bachelor, Accounting
Citi Group May 2010 - Present
BNY Mellon March 2007 - December 2009
BNY Mellon March 1993 - March 2007
BNY Mellon December 1989 - March 1993
Rockport/Reebok Shoe Company June 1987 - December 1989
Baystate Health acquired by Blue Cross Blue Shield March 1985 - June 1987
Skills
Project Management, Integration, Software Development, SDLC, Analysis, Requirements Analysis, COBOL, Business Requirements, Systems Analysis, XML, Testing, Business Analysis, Visio, SQL, Requirements Gathering, User Acceptance Testing, Agile Methodologies, Quality Assurance, SharePoint, Project Delivery, Software Documentation, Management, Software Project..., Business Intelligence, Vendor Management, Data Warehousing, Project Planning, PMP
Education
University of Massachusetts Lowell 1986 — 1990
MBA, Business
University of Massachusetts at Lowell 1979 — 1983
BS M.I.S. minor C.S.
The Winsor School August 2013 - Present
BNY Mellon September 2012 - July 2013
BNY Mellon July 2011 - September 2012
Torigian Family YMCA June 2007 - July 2011
Boys and Girls Club August 2010 - May 2011
UMass Dartmouth October 2009 - May 2011
UMass Dartmouth September 2007 - May 2011
Center of Marketing Research September 2010 - December 2010
Lori Michaud: Life Coach July 2010 - August 2010
Skills
PowerPoint, Time Management, Microsoft Word, Organization, Leadership, SPSS, Social Media, Social Media Marketing, Marketing Research, Microsoft Excel, Microsoft Office, Constant Contact, Event Planning, Facebook, Inbound Marketing, Research, Public Speaking, Customer Service, Presentations, Community Outreach, Community Engagement, Employee Engagement, Marketing, Project Management, Social Networking, Teamwork, Fundraising, Event Management
Education
University of Massachusetts Dartmouth 2007 — 2011
BS, Marketing
BNY Mellon June 2014 - Present
State Street Global Markets April 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - April 2013
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
JPMorgan Chase September 2005 - June 2006
Skills
Bloomberg, Derivatives, Fixed Income, Mutual Funds, Fund Accounting, Settlement, Investments, Asset Managment, Trading, Financial Analysis, Back Office, Swaps, Bonds, Asset Allocation, Bloomberg Terminal, Account Reconciliation
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Science (BS), Hospitality Administration/Management
BNY Mellon Processing Analyst TraineeState StreetAugust 2014 - March 2015
Porter & Fresco Landscaping June 2013 - August 2013
McMurphys Pub May 2012 - August 2012
T & T Mutual Gas May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Financial Analyst & Alternative Investments
Wakefield High School 2007 — 2011
BNY Mellon May 2009 - Present
BNY Mellon October 2004 - May 2009
Skills
Financial Services
Education
University of Massachusetts Boston
Bachelor of Arts (BA), Political Science and Government
BNY Mellon May 2015 - Present
Granite Telecommunications February 2015 - May 2015
UMass Dartmouth September 2011 - December 2014
Community Economic Development Center September 2010 - May 2011
MSPCC June 2010 - September 2010
Skills
Teamwork, Access, Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, Databases, Microsoft Word, Data Analysis, Social Media, Team Management, SWOT analysis, Organizational Behavior, Bilingual-English/Spanis..., C++ Language, C, Help Desk Support, Visual Studio, Management, C++
Education
University of Massachusetts Dartmouth 2010 — 2015
Bachelor's Degree, Management Information Systems and Services
Brighton High School 2006 — 2010
High School, General, 3.2
BNY Mellon January 1990 - Present
Skills
Hardware, Networking, Windows XP, Technical Support, Windows 7 Migration, Windows 7, Software Installation, pbx, Avaya IP Telephony, Remote Desktop, Desktop Administration, desktop support, Vendor Management, Computer Hardware
Education
UMASS - North Dartmouth 1983 — 1988
Bachelor's degree, Sociology, 3.65
UMass Lowell 1984 — 1985
None, Sound Recording, 3.5
BNY Mellon March 2015 - Present
BNY Mellon January 2013 - February 2015
State Street June 2011 - August 2011
State Street June 2010 - August 2010
State Street June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Corporate Finance, Fund Administration, Fund Accounting, Valuation, Accounting, Economics, Financial Accounting, Auditing, Financial Reporting, Mutual Funds
Education
Suffolk University 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Finance
PTC January 2015 - Present
BNY Mellon October 2013 - December 2014
Eagle Investment Systems March 2012 - October 2013
Mercer December 2009 - March 2012
Skills
PowerPoint, Microsoft Office, Event Planning, Social Media, VisualStudio, Expense Management, Calendar Planning, Outlook, MS Excel Pivot Tables, Microsoft Excel, Microsoft Word, SharePoint, Employee Benefits, Corporate Communications, Access, Data Analysis, Benefits Administration, Human Resources, Sales, Salesforce.com, Training, Visual Studio, Time Management, Management, Financial Services
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts, Economics, 3.4
Dedham High School 2002 — 2005
BNY Mellon December 2014 - Present
WallStreetOasis December 2013 - June 2014
State Street Bank October 2007 - December 2008
Skills
Microsoft Excel, PowerPoint, Investments, Mutual Funds, Financial Services, Time Management, Access, Bloomberg, Banking, Equities
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Finance
MIT Professional Education March 2015 - Present
MIT Professional Education January 2014 - March 2015
Media Results March 2013 - October 2013
Yoostage February 2013 - June 2013
Strategic Offsites Group February 2013 - February 2013
Berklee College of Music January 2013 - January 2013
Super Soccer Stars August 2012 - December 2012
Starbucks January 2009 - June 2012
BNY Mellon June 2005 - August 2008
University of Massachusetts Amherst January 2002 - June 2004
Skills
Social Media, Facebook, Music, Recording, Sound, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Songwriting, Music Industry, Customer Service, Research, Public Speaking, Teaching, Coaching, Fundraising, Non-profits, Soccer, Dreamweaver, Flash, Macromedia, Adobe, HTML, Video Editing, Audio Editing, Visio, Music Production, Guitarist, Music Theory, Singing, Studio Recording, Musicians, Piano, Live Sound, Social Networking, Nonprofits, Guitar, Pro Tools, Reason, Acoustic Guitar, Logic Pro, Composition, Audio Engineering, Audio Post Production, Sound Editing, Photoshop, Ableton Live, Sound Design
Education
University of Massachusetts Boston 2009 — 2011
BA, Music, 3.6
Winthrop High School 1996 — 1999
BNY Mellon March 2013 - Present
Fotronic Corporation September 2012 - February 2013
Parts4heating LLC December 2006 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Access, Accounting, QuickBooks, PeopleSoft, PowerPoint, Microsoft Word, Inventory Management, Forecasting, Time Management, Team Leadership, Vlookup, Purchase Order Finance
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor's Degree, Accounting
Chugach Electric Association July 2013 - Present
BNY Mellon August 2010 - June 2013
BNY Mellon June 2009 - July 2010
BNY Mellon June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Skills
Bloomberg, Corporate Actions, DTC, Securities, Dividends, Global Custody, Derivatives, Asset Managment, Investments, Account Reconciliation, Analysis, Budgets, Financial Reporting, Accounting, Financial Analysis, Finance, Internal Controls, Bonds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2005 — 2009
Bachelor, Economics
State Street May 2015 - Present
BNY Mellon December 2013 - April 2015
BNY Mellon March 2012 - November 2013
Eagle Bank December 2010 - March 2012
Eagle Bank April 2008 - March 2012
Skills
Management, Microsoft Excel, Customer Service, Financial Analysis, Banking, Risk Management, Project Management, Business Analysis, Accounting, Finance, PowerPoint, Financial Services, Sales, Financial Reporting, Microsoft Office, Securities, Analysis, Time Management, Public Speaking, Outlook, Leadership, Data Analysis, Microsoft Word, Teamwork
Education
University of Massachusetts Boston 2007 — 2011
Bachelor's degree, Business Administration and Management, General
BNY Mellon December 2013 - Present
Merrill Lynch / Bank of America July 2007 - September 2013
Michelle's Reception Center January 2005 - February 2007
Education
University of Massachusetts Lowell
Bachelor's Degree, Information Technology: Business Minor
Jefferson High School - Ecuador
High School, Chemistry and Biology
BNY Mellon 1996 - Present
Skills
Microsoft Excel, Customer Service, Business Analysis, Strategic Planning, Project Management, Management, Banking, Financial Analysis, Risk Management, Team Leadership, Financial Services, Analysis
Education
University of Massachusetts Lowell 1990 — 1995
Bachelor of Arts (BA), Fine and Studio Arts
BNY Mellon 2008 - Present
State Street 2007 - 2008
Skills
Fund Accounting, Equities, Fixed Income, Bloomberg, Mutual Funds, Financial Analysis
Education
King Philip
University of Massachusetts Dartmouth
Nordea July 2013 - Present
BNY Mellon March 2012 - July 2013
Citi 2005 - 2011
Citi 1998 - 2005
Ruesch International 1995 - 1997
Oxford University Press 1992 - 1993
Skills
Bank Relationship..., Account Management, Cash Management, Cash, FX, Global Strategy, Solution Selling, Process Improvement, Problem Solving, Payments, Customer Relations, Strategic Planning, Optimization, Integration, SEPA, Treasury Management, Financial Institutions, Public Sector, Banking, Microsoft Office, Commercial Banking, Customer Service, Relationship Management, Treasury Services, CRM, Portfolio Management, SWIFT payments, Foreign Exchange, AML, Management, FX Options, Liquidity Management, Financial Services, Credit Cards, Trading, Electronic Payments, Capital Markets, Business Development, Internet Banking, Payment Systems, Credit Risk, Financial Risk, Credit
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
GfK July 2015 - Present
EidoSearch October 2014 - July 2015
FactSet Research Systems October 2012 - October 2014
BNY Mellon Wealth Management September 2010 - September 2012
BNY Mellon January 2009 - September 2010
UBS Wealth Management May 2008 - August 2008
Brandeis University May 2007 - August 2007
Skills
Alternative Investments, Wealth Management, Commodities, Managed Futures, Investments, Hedge Funds, Equities, Asset Allocation, Asset Management, Commodity, Investment Management, Finance, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Economics
Lincoln-Sudbury Regional High School
BNY Mellon April 2011 - Present
State Street December 2008 - April 2011
Skills
Financial Analysis, Fund Accounting, Mutual Funds, Fixed Income, Equities, Financial Reporting, Hedge Funds
Education
University of Massachusetts Lowell 2002 — 2007
Bachelor of Business Administration (BBA), Finance, General
Baystate Financial Services January 2012 - Present
BNY Mellon April 2001 - January 2012
Putnam Investments November 1996 - April 2001
Skills
Financial Services, Fixed Income, Relationship Management, Account Reconciliation, Bloomberg, Back Office, Series 7
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Arts, Finance
BNY Mellon March 2015 - Present
CBS Corporation August 2014 - February 2015
J.J. Best Banc & Co October 2013 - December 2013
Umass Dartmouth University's Foreign Language Lab September 2012 - October 2013
New England Sports Network July 2009 - September 2012
Boys & Girls Club of Greater New Bedford September 2010 - May 2012
Best Buy October 2009 - January 2012
Skills
Spanish, Microsoft Excel, Marketing, Microsoft Office, Advertising, Social Media Marketing, Social Networking, PowerPoint, Event Planning, English, Cisco Technologies, Facebook, Social Media, Microsoft Word, Network Marketing, Spanish translation, Quality Control, Teamwork, Time Management, Customer Service, Data Entry, Research
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor's Degree, Accounting, Minor in Spanish Language, GPA 3.0
John D. O'Bryant School of Math & Science 2006 — 2010
High School Diploma
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
BNY Mellon December 2012 - June 2014
BNY Mellon September 2011 - December 2012
William Gallagher Associates November 2009 - August 2011
William Gallagher Associates August 2009 - November 2009
BTS Asset Management February 2009 - May 2009
Skills
Insurance, Analysis, Accounts Payable, Microsoft Office, Management, Risk Management, Financial Analysis, Accounting, Microsoft Excel, Property & Casualty..., Outlook, PowerPoint, Microsoft Word, Customer Service, Investments, Fixed Income, Emerging Markets, Frontier Markets
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Political Science
Sumitomo Mitsui Banking Corporation June 2011 - Present
BNY Mellon November 2002 - July 2011
TradeCard Inc. September 2000 - November 2002
Ladenburg Thalman & Co. Inc December 1996 - October 1997
Skills
Lotus Notes, Databases, CRM, Business Analysis, Integration, Project Management, SDLC, Microsoft SQL Server, Banking, Requirements Analysis, Financial Services, Web Applications, Software Project...
Education
University of Massachusetts, Amherst 1993 — 1995
Cambridge Education Group September 2014 - Present
BNY Mellon March 2012 - August 2014
Ancestry.com March 2011 - March 2012
Staples May 2010 - December 2010
Bath & Body Works July 2009 - May 2010
Skills
Microsoft Office, Sales Coach, Team Leadership, Independent, Well Organised, Proactivity, Punctual, Fast Learner, Process Improvement, Sales
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Arts, History
Pembroke High School 2002 — 2006
Diploma
Free-lance 2008 - Present
Cabot Corporation 2001 - 2015
BNY Mellon 1998 - 2001
Skills
Strategic Communications, Marketing Communications, Project Management, Strategy, Management, Corporate Communications, Marketing, Internal Communications, Program Management, Product Development, Newsletters, Cross-functional Team..., Marketing Strategy, Workshop Facilitation, Budgets, Social Media, New Business Development, Media Relations, Graphic Design, Writing, Branding & Identity, Product Launch, Sales, Leadership, Crisis Communications, Business Strategy, Process Improvement, Project Planning, Team Leadership, Human Resources, Competitive Analysis, Integrated Marketing, Strategic Planning, Forecasting, Revenue Growth..., Revenue & Profit Growth, Business Development, Relationship Building, Creative Content..., Web Content Management, Web Content Creation, Cost Reduction, Training, Problem Solving, Brand Management, Brand Development, Vendor Negotiation, Content Strategy, Social Media Marketing, Trade Shows
Education
University of Massachusetts Dartmouth 1986 — 1990
Bachelor of Arts, Writing Communications
BNY Mellon February 2006 - Present
BNY Mellon February 2006 - Present
Education
University of Massachusetts Boston 2001 — 2004
BNY Mellon July 2010 - Present
PNC Financial Services Group 2003 - 2010
Education
University of Massachusetts, Amherst
BNY Mellon February 2013 - May 2015
BNY Mellon March 2006 - February 2013
BNY Mellon January 2001 - March 2006
BNY Mellon October 1997 - January 2001
Skills
Securities, Global Custody, Equities, Mutual Funds, Financial Services, Process Improvement, Banking, Portfolio Management, Relationship Management, Derivatives, Asset Management, Business Analysis, Fixed Income, Customer Service, Risk Management, Management
Education
University of Massachusetts, Amherst 1992 — 1997
Journalism/Political Science
BNY Mellon June 2015 - Present
TD Bank October 2010 - January 2015
TD Bank April 2008 - October 2010
Skills
Loans, Banking, Training, Business Development, Sales, Microsoft Excel, Retail, Strategic Financial..., Coaching
Education
University of Massachusetts, Amherst 2001 — 2005
University of Massachusetts, Amherst 2001 — 2005
Economics
BNY Mellon November 2006 - Present
BNY Mellon February 1998 - October 2006
Skills
Financial Services, Product Management, Management
Education
University of Massachusetts Lowell
Bachelor's Degree, Business Administration and Management, General
BNY Mellon August 2015 - Present
BNY Mellon January 2011 - Present
PFPC/BNY December 2004 - January 2011
Self employed 1991 - 2009
PFPC 2001 - 2008
PFPC May 2002 - November 2004
PFPC December 1999 - May 2002
Skills
Mutual Funds, Investments, Books, Logo Design, Financial Services, Vendor Management, Relationship Management, Securities, Fixed Income, Series 63, Alternative Investments, Risk Management, Finance, Customer Service, Retirement, Sales, Microsoft Excel, Series 6, Management, Leadership, Call Centers, Microsoft Office, ETFs, Hedge Funds, Salesforce.com, CRM, Performance Management, Asset Allocation, Equities, Asset Management, 401k, Retirement Planning, Investment Management, Bonds, Process Improvement, Training, FINRA, Customer Retention, Investment Strategies, Wealth Management, Investment Advisory, Portfolio Management, Bloomberg, Financial Advisory, Financial Markets
Education
University of Massachusetts Dartmouth 1992 — 1997
Bachelor's degree, Commercial Illustration
Interactive Data March 2015 - Present
The Bank of New York Mellon December 2008 - May 2014
BNY Mellon January 2005 - December 2007
BNY Mellon July 2001 - December 2004
Skills
Portfolio Management, Equities, Financial Services, Risk Management, Process Improvement, Analytics, Strategy, Management, Financial Risk, Investments, Relationship Management, Financial Analysis, Fixed Income, Finance, Analysis
Education
University of Massachusetts, Amherst
Bachelor's Degree, Sport Management
BNY Mellon Corporate ActionsInvestors Bank & Trust Co2006 - 2007
Education
University of Massachusetts Lowell 2002 — 2005
BNY Mellon August 2015 - Present
Mercer July 2013 - July 2015
Deutsche Bank June 2008 - August 2012
PFPC February 2006 - June 2008
PFPC 1998 - 2008
Oeschle International Advisors July 2004 - December 2005
JPMorgan Chase May 1994 - July 1998
Skills
Fund Accounting, Mutual Funds, Investments, Securities, Corporate Actions, Bloomberg, Asset Management, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds
Education
University of Massachusetts Dartmouth 1987 — 1992
Bachelor of Science, Marketing
Natick High School 1983 — 1987
BNY Mellon July 2007 - Present
Minchello LLC January 2005 - July 2009
Kraft Foods Group June 2001 - October 2004
Skills
Microsoft Office, Internet, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Reporting, Financial Analysis, Financial Accounting, Payroll, Pricing, Mutual Funds, Communication, Data Analysis, Time Management, Team Leadership, Teamwork, Team-oriented, Finance, Customer Service, Invoicing, Financial Statements, Investments, Journal Entries, Fixed Income, Fund Accounting, Microsoft Word, PowerPoint, Bloomberg, Accruals, Microsoft Excel
Education
University of Massachusetts Lowell 2005 — 2007
Bachelor's degree, Finance, 3.2
BNY Mellon June 2015 - Present
BNY Mellon November 2012 - Present
BNY Mellon January 2009 - November 2012
Remington International May 2008 - September 2008
Skills
Fund Accounting, Valuation, Financial Analysis, Asset Managment, Investments, Audit Trail, Cash, Account Reconciliation, Accruals, Asset Management, Mutual Funds
Education
University of Massachusetts Dartmouth 2003 — 2007
BA, Psychology
BNY Mellon July 2015 - Present
Sun Life Financial June 2013 - July 2015
Putnam Investments February 2012 - June 2013
Putnam Investments January 2008 - February 2012
State Street Bank February 2006 - January 2008
Skills
Derivatives, Fixed Income, Portfolio Management, Bloomberg Terminal, Investments, Securities, Valuation, Finance, Trading, Mutual Funds, Equities, Financial Analysis, FX Options, Banking, Corporate Actions, Bloomberg, Middle Office, Financial Services, Back Office, Settlement, Analysis
Education
University of Massachusetts, Amherst
BA, Finance
University of Massachusetts, Amherst
Isenberg School of management MBA program, Finance, General
SAS October 2014 - Present
BNY Mellon June 2000 - October 2014
Skills
Financial Risk, Product Management, Product Development, Process Improvement, Risk Management, Tableau, Analytics, Vendor Management, Portfolio Management, Analysis, Mutual Funds, Fixed Income, Business Analysis, Equities, Financial Services, Program Management, SDLC, Requirements Analysis, Customer Relations, Team Building, Negotiation, Vendor Relations, Strategic Planning, SQL, Risk, Microsoft Office, Excel, Competitive Analysis, Management
Education
University of Massachusetts, Amherst 1995 — 1997
MS, Biology
University of Massachusetts, Amherst 1995 — 1997
Master of Arts, Secondary Education
BNY Mellon July 2012 - Present
Brown Brothers Harriman & Co. October 2007 - July 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Banking, Business Analysis, Finance, Financial Services, BlueSky
Education
University of Massachusetts Lowell
Bachelor's degree, Criminal Justice
BNY Mellon August 2010 - Present
Bose Corporation November 2000 - October 2008
Staples Corporation February 2000 - November 2000
Bose Corporation November 1999 - February 2000
Allmerica Financial November 1997 - November 1999
Skills
Cold Calling, Telemarketing, Selling, Customer Service, Call Center, Outlook, Excel, Word, Problem Solving, Lotus Notes, Retail, Microsoft Excel, Customer Satisfaction, Microsoft Word, Management, Salesforce.com, Sales Management, Marketing, B2B, Call Centers, Sales, Account Management, Direct Marketing
Education
University of Massachusetts, Amherst 1966 — 1970
BA, Sociology
BNY Mellon August 2011 - Present
Verizon Wireless August 2006 - November 2011
Skills
GAAP, Excel, Accounting, Outlook, Word, PowerPoint, Financial Analysis, Quickbooks, Microsoft Office, Customer Relations, Customer Service, Mutual Funds, Inventory Management, General Ledger
Education
University of Massachusetts Lowell
Accounting
BNY Mellon December 1999 - Present
Fidelity Investments 1997 - 1999
Skills
Management, Fixed Income, Equities, Derivatives, Asset Management, Financial Services, Risk Management, Business Analysis, Hedge Funds, Capital Markets
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Science (BS)
MIT Sloan School of Management June 2015 - Present
Payette January 2014 - February 2015
Massachusetts Health Connector March 2009 - January 2014
BNY Mellon September 2006 - November 2008
Boston Arts Academy 2006 - 2007
Walt Disney World January 2004 - June 2004
Skills
Office Management, Microsoft Office, Outlook, PowerPoint, Travel Arrangements, Research, Data Entry, Event Planning, Payroll, Administrative..., Customer Service, Healthcare, Microsoft Excel, Policy, Spreadsheets, Calendaring, Invoicing, Software Documentation, Public Speaking, Newforma, InDesign, Administration, SAP, Bluebeam, Business Visas, Training
Education
University of Massachusetts Lowell 2014 — 2018
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Fidelity Investments June 2014 - Present
Peter Witts CPA September 2005 - January 2014
Choate, Hall & Stewart July 2003 - May 2005
Archambault & Associates January 2003 - May 2003
BNY Mellon January 2000 - December 2002
State Street Bank January 1994 - January 2000
Skills
QuickBooks, Tax, Tax Preparation, Accounting, Tax Returns
Education
University of Massachusetts Boston 1982 — 1986
BS, Management-Accounting
BNY Mellon 2001 - Present
CMGI 2000 - 2001
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Communications
BNY Mellon April 2014 - Present
Skills
Equities, Management Consulting, Hedge Funds, Financial Services, Mutual Funds, Fixed Income, Securities
Education
University of Massachusetts, Amherst
BNY Mellon June 2013 - Present
BNY Mellon June 2008 - June 2013
BNY Mellon December 2007 - June 2008
BNY Mellon September 2006 - December 2007
Skills
Financial Reporting, Accounting, Investments
Education
University of Massachusetts Dartmouth 2002 — 2006
BS, Political Science
Harmon Law Offices, P.C. June 2014 - June 2015
Zwicker & Associates, P.C. April 2014 - June 2014
Immunotrex Biologics April 2012 - July 2013
BNY Mellon October 2012 - January 2013
Putnam Investments February 2007 - January 2012
Best Buy March 2005 - April 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Outlook, Sales, Microsoft Word, Investments, Cold Calling, Financial Analysis, Data Analysis, Leadership, Marketing, Project Management, Public Speaking, Time Management
Education
University of Massachusetts at Lowell 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management Information Systems
Lowell High School 2002 — 2006
High School Diploma, General Studies
BNY Mellon September 2012 - Present
State Street February 2011 - September 2012
Skills
Process Improvement, Investments, Visio, Equities, Database Administration, Microsoft Excel, Private Equity, Finance, Fund Accounting, Asset Management, Strategic Financial..., Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Securities
Education
University of Massachusetts Lowell
Bachelors, Economics
BNY Mellon June 2013 - December 2014
Boston Private Bank & Trust Company January 2003 - December 2012
SSgA Global Advisors April 2001 - December 2003
State Street Bank and Trust Company/Citizens Bank October 1994 - October 2000
Skills
Outlook, Microsoft Excel, PowerPoint, Banking, Financial Analysis, Team Building, Commercial Lending, Commercial Banking, Credit, Finance, Risk Management, Management, Loans, Portfolio Management
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Sociology, Psychology, History
BNY Mellon April 2012 - February 2014
Sheets for Congress Committee June 2010 - November 2010
Brown Brothers Harriman February 2007 - February 2008
Sovereign Bank August 2004 - April 2006
Sovereign Bank August 2002 - July 2003
Skills
Bloomberg, Cash Management, Banking, Funding, Financial Analysis, Securities, Accounting, Software Documentation, Microsoft Excel, Analysis, Data Analysis, Trading, Finance, Corporate Finance, Financial Reporting, Management, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Equities, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Massachusetts Boston 1999 — 2003
Management, Finance
University of Massachusetts Boston 1999 — 2003
BS Management - Finance, Accounting and Finance
BNY Mellon June 2012 - Present
BNY Mellon March 2011 - June 2012
VTP August 2007 - October 2010
Skills
Microsoft Excel, Accounting, Public Speaking, Financial Analysis, Customer Service, Financial Services, PowerPoint, Microsoft Office, Mutual Funds, Event Planning, Project Management
Education
University of Massachusetts Lowell 2002 — 2007
Bachelor, Business Finance
Arlington Catholic
BNY Mellon October 2001 - Present
BNY Mellon October 2001 - January 2007
Skills
Mutual Funds, Portfolio Management, Business Analysis, Investments, Financial Services, Risk Management, Securities, Project Management, Program Management, Fixed Income, Banking
Education
University of Massachusetts, Amherst
BA, Communication
State Street Bank February 2011 - Present
JPMorgan Chase February 2010 - February 2011
J.P. Morgan March 2007 - February 2010
J.P. Morgan March 2005 - March 2007
BNY Mellon December 2002 - March 2005
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Fund Accounting, Fund Administration, Financial Analysis, Fixed Income, Accounting, Investments
Education
UMass Boston 1999 — 2004
Bachelor of Science, Management Information Systems
BNY Mellon January 2014 - Present
BNY Mellon April 2012 - January 2014
BNY Mellon October 2010 - April 2012
State Street June 2008 - October 2009
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Wealth Management, Securities, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans
Education
University of Massachusetts, Amherst 2004 — 2008
BNY Mellon April 2005 - Present
Education
University of Massachusetts Boston
BS Management, Information Technology
Commonwealth Financial Network April 2013 - Present
Commonwealth Financial Network December 2011 - April 2013
InLingua 2013 - 2013
BNY Mellon 2011 - 2011
Mercer 2009 - 2011
Congressman John W. Olver- 1st Congressional District of Massachusetts 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Research, Customer Service, Project Planning, Interpreting, Data Analysis, Report Writing, Outstanding..., Consecutive..., Simultaneous..., Account Reconciliation, Field Research, International..., Reporting & Analysis, Versatility, Investments, Experienced Speaker, Client Relations Skills, Time Management, Outlook, Market Research
Education
University of Massachusetts, Amherst 2005 — 2010
BA, Political Science & International Relations
Beth Israel Deaconess Medical Center March 2011 - Present
BNY Mellon January 1998 - July 2011
State Street June 1996 - January 1998
State Street Bank June 1994 - June 1996
Skills
Hyperion Enterprise, PeopleSoft, Access, Microstrategy, Lotus Notes, SharePoint, Financial Reporting, Accounting, Outlook, Microsoft Excel, Business Analysis, Visio, Applicant Tracking..., Data Analysis, Essbase
Education
University of Massachusetts, Amherst 1988 — 1992
BS, Accounting
BNY Mellon June 2015 - Present
BNY Mellon April 2012 - June 2015
Hedge Fund Services Transfer Agent October 2011 - March 2012
State Street Bank March 2010 - October 2011
State Street Bank October 2007 - March 2010
Massachusetts Department of Corrections September 2006 - October 2007
Skills
Mutual Funds, Trading, Investments, Financial Services, Account Reconciliation, Hedge Funds
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's, Sociology
BNY Mellon February 1998 - Present
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, SharePoint, Data Warehousing, Systems Analysis, Process Improvement, Software Project...
Education
University of Massachusetts, Amherst 1990 — 1994
Keller Williams Realty August 2013 - Present
BNY Mellon January 2012 - September 2012
Skills
Real Estate Development, Purchasing Negotiation, Search Engine..., Internet Presence, Brand Development, Contract Negotiation, Strategic Negotiations, First Time Home Buyers, National Association of...
Education
University of Massachusetts, Amherst 2009 — 2011
Bachelor of Business Administration (BBA), Business Management
Widener University 2005 — 2007
Accounting and Business/Management
BNY Mellon January 2008 - Present
PFPC March 1998 - January 2008
State Street June 1997 - November 1997
Skills
Banking, Equities, Financial Services, Fixed Income, Financial Analysis, Derivatives, Risk Management, Mutual Funds, Portfolio Management, Financial Modeling, Capital Markets, Investments, Asset Management, Business Analysis, Investment Banking, Hedge Funds, Securities, Valuation, Bloomberg, Financial Risk
Education
University of Massachusetts Lowell 1994 — 1997
Business Administration and Management, General
West Chester University of Pennsylvania 1991 — 1993
Plantation Products May 2012 - Present
Corporate actions online inc July 2011 - May 2012
BNY Mellon October 2010 - August 2011
BNY Mellon October 2010 - July 2011
COLBENT CORPORATION October 1999 - October 2010
The Colbent Corporation July 1999 - October 2010
PAUL A. CHIRICHIELLO February 1999 - October 1999
OUTPUT TECHNOLOGIES SOLUTIONS May 1998 - February 1999
Education
UNIVERSITY OF MASSACHUSETTS
Bachelor of Arts
University of Massachusetts, Amherst
BNY Mellon April 2011 - Present
BNY Mellon June 2006 - April 2011
Dig Safe System February 1999 - June 2006
Skills
Account Reconciliation, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds
Education
University of Massachusetts at Lowell 1999 — 2005
Bachelor of Science (B.S.), Business Administration
State Street Corp August 2007 - Present
BNY Mellon April 2006 - April 2007
Education
UMass Boston
United States Postal Services July 1988 - Present
BNY Mellon 1994 - 1996
The Boston Company 1992 - 1994
Education
UMass Boston 1988 — 1992
B.S, MIS, Finance
University of Rangoon in Burma 1985 — 1987
Physics
BNY Mellon January 2014 - Present
Viet-AID April 2013 - January 2014
Skills
English, Outlook
Education
UMass Dartmouth
Bachelor's degree, Applied Mathematics
Liberty Mutual Insurance December 2013 - Present
BNY Mellon September 2012 - December 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, Lotus Notes, PowerPoint, Access, Research, Public Speaking, Financial Analysis
Education
UMass Boston 2007 — 2011
Bachelor of Science (B.S.), Accounting
BNY Mellon June 2011 - Present
BNY Mellon September 2008 - June 2011
BNY Mellon July 2007 - September 2008
Education
University of Massachusetts Lowell 2000 — 2004
Bachelor's Degree, Dual Concentration in MIS and Finance
BNY Mellon February 2014 - Present
Gorilla Media LLC Boston August 2011 - Present
Journey Forward Inc September 2010 - May 2012
Equinox June 2010 - September 2010
University of Massachusetts Amherst September 2009 - May 2010
Skills
Digital Marketing, Marketing Strategy, Program Management, Project Management, Physical Sciences, Entrepreneurship, Internet Entrepreneur, Consulting, Computer Science, HTML, CSS, JavaScript, jQuery, Web Design, Management, Start-ups
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor of Science (B.S.), Kinesiology
BNY Mellon August 2008 - Present
Investors Bank & Trust January 2001 - June 2008
State Street Bank June 1997 - December 2000
Education
UMass Boston 1994 — 1997
Bachelor's degree, Management Information Systems, General
State Unniversity of Haiti 1980 — 1984
Bachelor's degree, Economics
BNY Mellon April 2015 - Present
Bank of America March 2009 - September 2014
Advantage Equity February 2007 - May 2008
National Mortgage Company November 2006 - January 2007
Skills
Reporting & Analysis, VBA, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Internet Savvy, Research, Foreclosures, Applications, Loss Mitigation, Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Loan Origination, Credit Analysis, Residential Mortgages, Refinance, Mortgage Servicing, Corporate Communications, Commercial Lending
Education
University of Pittsburgh 2003 — 2005
Bachelor of Science (B.S.), Economics
University of Massachusetts, Amherst 2001 — 2003
Bachelor's degree, Economics
Santander Bank, N.A. April 2015 - Present
BNY Mellon 2008 - 2015
Education
University of Massachusetts Dartmouth 2003 — 2007
Business, Marketing/Economics
BNY Mellon
Skills
Investments, Mutual Funds, Financial Analysis, Fixed Income, Equities, Banking, Bloomberg, Securities, Bloomberg Terminal, Corporate Actions, Risk Management, Financial Services
Education
University of Massachusetts at Lowell 1983 — 1985
Bachelor of Science Business Administration, Management Science / Mamagement Information Systems
Moody's Corporation August 2013 - Present
JPMorgan Chase January 2010 - July 2013
State Street October 2008 - September 2009
BNY Mellon September 2006 - September 2008
Skills
Portfolio Management, Securities, AML, Banking, Equities, Capital Markets, Hedge Funds, Mutual Funds, Financial Risk, Risk Management, Derivatives, Fixed Income, Financial Services, Series 7, Investments
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Economics
Deutsche Bank June 2007 - Present
BNY Mellon October 2000 - June 2007
Summit Bank March 1989 - October 2000
Skills
Public Finance, Municipal Bonds, Document Review, Sales
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Santander Bank, N.A. via Everis IT Consulting USA December 2014 - Present
BNY Mellon 2005 - 2014
TELECOM SOLUTIONS, INC., Boston, MA September 2001 - 2004
Skills
Microsoft Office, VBA, Access, Web Development, Reporting & Analysis, SQL, Java, PHP, Adobe LiveCycle Designer, Account Reconciliation, Microsoft Excel, Management
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Arts (B.A.), Economics
Harvard Ext School
Master's degree, Information Technology
BNY Mellon September 2004 - May 2013
U.S. Bank 2003 - 2004
State Street 1997 - 2003
Fleet National Bank 1994 - 1997
Skills
Securities, Banking, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Bloomberg, Client Relationship..., Financial Services, Relationship Management, Structured Finance, Investment Banking, CRM, Equities, Mutual Funds, Bonds, Securitization
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
BNY Mellon February 2011 - Present
Morgan Stanley December 2003 - February 2011
Sarnoff Corporation January 2001 - December 2003
Skills
Information Security, Computer Security, Java, .NET, Risk Management, Security, Management, Network Security, Software Engineering, Software Design, Wireless Security, Identity Management, PKI, Cryptography
Education
University of Massachusetts, Amherst
Doctor of Philosophy (Ph.D.), Mathematics and Computer Science
BNY Mellon December 2013 - Present
State Street December 2012 - November 2013
Skills
Mutual Funds, Financial Services, Fund Accounting
Education
University of Massachusetts Boston
Bachelor's degree, Accounting and Business/Management
BNY Mellon June 2013 - Present
BNY Mellon April 2010 - June 2013
BNY Mellon June 2006 - March 2010
Fastenal August 2004 - May 2006
Skills
Microsoft Excel, Advent Geneva, SunGuard, Hedge Funds, Roth IRA, Electronic Trading, Innovation, Mutual Funds, 401k, Bloomberg Terminal, Fund Administration, Risk Management, Financial Reporting, Alternative Investments, Securities, Fund Accounting, Corporate Actions, Equities, Fixed Income, Bonds, Investment Management, Options
Education
University of Miami 2007 — 2009
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (BA), Economics
State Street June 2014 - Present
JPMorgan Chase March 2014 - March 2014
State Street November 2013 - February 2014
BNY Mellon March 2010 - May 2012
UMass Boston August 2007 - June 2008
UMass Boston May 2007 - August 2007
UMass Boston January 2007 - August 2007
Skills
Account Reconciliation, Financial Reporting, General Ledger, Financial Analysis, Fund Accounting, Mutual Funds, Accounting, Financial Accounting, Auditing, Financial Statements, Income, Derivatives, Monthly Close, Bloomberg, Bloomberg Terminal, Microsoft Office
Education
University of Massachusetts Boston
Bachelor of Science (BS), Finance
BNY Mellon March 2014 - Present
State Street 2007 - 2012
Education
University of Massachusetts Lowell 2012 — 2013
Bachelor of Technology (BTech), Information Technology
University of Rhode Island - College of Business Administration 2000 — 2005
Bachelor's degree, Finance
BNY Mellon September 2010 - Present
State Street October 2009 - September 2010
State Street October 2007 - October 2009
Skills
Account Reconciliation, Hedge Funds, Fund Accounting, Auditing, Financial Accounting, Access Database, Microsoft Excel, Data Conversion, Inflation-indexed bond, Credit Derivatives, Foreign Exchange, Fixed Income, Dodd-Frank, Derivatives, Clearing Houses, Amortization
Education
University of Massachusetts Boston 2006 — 2008
Master of Business Administration (MBA), Finance, International Management
University of Puget Sound 2001 — 2005
Bachelor's degree
BNY Mellon
Skills
Microsoft Excel, Outlook, Accounting, Access
Education
University of Massachusetts Boston 1986 — 1990
Bachelor of Applied Science (BASc), Accounting