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
Wade Paiva Wade Paiva's BNY Mellon Experience October 2010 - April 2011
Job PeopleSoft Business Development Manager at American Partners
Industry Computer Software
Experience
American Partners Inc April 2012 - Present
MRD Corp May 2011 - April 2012
BNY Mellon October 2010 - April 2011
BNY Mellon / Mellon Trust January 1999 - July 2009
Mellon Trust January 1996 - January 1999
Mellon Trust January 1995 - January 1996
The Boston Company January 1991 - January 1995
Skills
PeopleSoft, Hyperion Enterprise, Talent Acquisition, Business Intelligence, SAP, Data Warehousing, SDLC, Business Objects, Sales, Access, Crystal Reports, OBIEE, Business Analysis, Vendor Management, SQL, ETL, Visio, Oracle, Contract Recruitment, Microsoft SQL Server, Staff Augmentation, Technical Recruiting, Staffing Services, ERP, Business Process
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Economics, History
BMC Durfee High School
American Partners Inc April 2012 - Present
MRD Corp May 2011 - April 2012
BNY Mellon October 2010 - April 2011
BNY Mellon / Mellon Trust January 1999 - July 2009
Mellon Trust January 1996 - January 1999
Mellon Trust January 1995 - January 1996
The Boston Company January 1991 - January 1995
Skills
PeopleSoft, Hyperion Enterprise, Talent Acquisition, Business Intelligence, SAP, Data Warehousing, SDLC, Business Objects, Sales, Access, Crystal Reports, OBIEE, Business Analysis, Vendor Management, SQL, ETL, Visio, Oracle, Contract Recruitment, Microsoft SQL Server, Staff Augmentation, Technical Recruiting, Staffing Services, ERP, Business Process
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Economics, History
BMC Durfee High School
David Maksymetz David Maksymetz's BNY Mellon Experience March 2014 - Present
Job Sr. Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
Jessica (Bruce) Hooten Jessica (Bruce) Hooten's BNY Mellon Experience May 2011 - November 2013
Job
Industry Information Technology and Services
Experience
HCA November 2013 - Present
BNY Mellon May 2011 - November 2013
Deloitte LLP May 2008 - May 2011
Deloitte & Touche LLP August 2006 - May 2008
University of Mississippi Alumni Association July 2005 - June 2006
Skills
IT Audit, CISA, SAS70, Internal Audit, Auditing, GRC, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Business Continuity, Sarbanes-Oxley, Business Process..., COSO, Risk Management, Information Security..., Process Improvement, Financial Risk, Consulting, Management
Education
Kennett High School - Kennett, MO
High School
University of Mississippi
BBA, Management Information Systems
HCA November 2013 - Present
BNY Mellon May 2011 - November 2013
Deloitte LLP May 2008 - May 2011
Deloitte & Touche LLP August 2006 - May 2008
University of Mississippi Alumni Association July 2005 - June 2006
Skills
IT Audit, CISA, SAS70, Internal Audit, Auditing, GRC, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Business Continuity, Sarbanes-Oxley, Business Process..., COSO, Risk Management, Information Security..., Process Improvement, Financial Risk, Consulting, Management
Education
Kennett High School - Kennett, MO
High School
University of Mississippi
BBA, Management Information Systems
Riley Brenner's BNY Mellon Experience June 2013 - August 2013
Job Client Services Coordinator at TubeMogul, Inc.
Industry Marketing and Advertising
Experience
TubeMogul, Inc. October 2015 - Present
IN-SEA Brand Apparel August 2014 - June 2015
Maverick America February 2015 - May 2015
Michael Page June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Social Media, Teamwork, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Marketing Strategy, Accounting, Social Media Marketing, Advertising, Social Networking, Sales, Google Analytics, Account Management
Education
University of North Carolina at Wilmington 2012 — 2015
Bachelor of Science (B.S.), Marketing Strategy, Senior
TubeMogul, Inc. October 2015 - Present
IN-SEA Brand Apparel August 2014 - June 2015
Maverick America February 2015 - May 2015
Michael Page June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Social Media, Teamwork, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Marketing Strategy, Accounting, Social Media Marketing, Advertising, Social Networking, Sales, Google Analytics, Account Management
Education
University of North Carolina at Wilmington 2012 — 2015
Bachelor of Science (B.S.), Marketing Strategy, Senior
Jared Morris Jared Morris's BNY Mellon Experience September 2015 - Present
Job Associate, Client Service Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
J.P. Morgan- CIB Investor Services January 2015 - September 2015
J.P. Morgan- CIB Investor Services August 2011 - December 2014
JP Morgan Chase/ Aerotek February 2011 - August 2011
University of North Texas Student Investment Group January 2010 - December 2010
Bonnie Green Apartments May 2010 - September 2010
Skills
Investments, Securities, Mutual Funds, Banking, Global Custody, Portfolio Management, Equities, Financial Analysis, Financial Services, Accounting, Derivatives, Trading, Fixed Income, Capital Markets, Superior Client Service, Risk Management, Valuation, Fund Accounting, Credit, Finance, Investment Banking, Treasury Management, Global Trade Management, Credit Analysis, Securities Lending, Middle Office, Financial Modeling, Corporate Actions, Hedge Funds, Cash Management, Bloomberg, FX Options, Asset Management, Bonds, Back Office, Bloomberg Terminal, Relationship Management, Loans, Financial Risk, Financial Markets, Corporate Finance, Settlement, Investment Management, Alternative Investments, Leadership, Project Management, SWIFT Messaging, Anti Money Laundering
Education
University of North Texas 2007 — 2010
B.B.A, Finance
Jefferson High School 2003 — 2007
Texas Scholar Diploma
BNY Mellon September 2015 - Present
J.P. Morgan- CIB Investor Services January 2015 - September 2015
J.P. Morgan- CIB Investor Services August 2011 - December 2014
JP Morgan Chase/ Aerotek February 2011 - August 2011
University of North Texas Student Investment Group January 2010 - December 2010
Bonnie Green Apartments May 2010 - September 2010
Skills
Investments, Securities, Mutual Funds, Banking, Global Custody, Portfolio Management, Equities, Financial Analysis, Financial Services, Accounting, Derivatives, Trading, Fixed Income, Capital Markets, Superior Client Service, Risk Management, Valuation, Fund Accounting, Credit, Finance, Investment Banking, Treasury Management, Global Trade Management, Credit Analysis, Securities Lending, Middle Office, Financial Modeling, Corporate Actions, Hedge Funds, Cash Management, Bloomberg, FX Options, Asset Management, Bonds, Back Office, Bloomberg Terminal, Relationship Management, Loans, Financial Risk, Financial Markets, Corporate Finance, Settlement, Investment Management, Alternative Investments, Leadership, Project Management, SWIFT Messaging, Anti Money Laundering
Education
University of North Texas 2007 — 2010
B.B.A, Finance
Jefferson High School 2003 — 2007
Texas Scholar Diploma
Celeste Chapa Celeste Chapa's BNY Mellon Experience October 2005 - September 2009
Job Business Analyst at Optimal Blue
Industry Computer Software
Experience
Optimal Blue June 2015 - Present
Optimal Blue July 2013 - Present
Bank of America 2012 - June 2013
Nationstar Mortgage November 2010 - December 2011
EmCare September 2009 - November 2010
BNY Mellon October 2005 - September 2009
BNY Mellon October 2005 - September 2009
Skills
Foreclosures, Loan Modifications, Customer Service, Loans, Management, Business Analysis, Vendor Management, Loan Origination, Team Building
Education
University of North Texas
Bachelor's degree, English - Rhetoric and Composition
Optimal Blue June 2015 - Present
Optimal Blue July 2013 - Present
Bank of America 2012 - June 2013
Nationstar Mortgage November 2010 - December 2011
EmCare September 2009 - November 2010
BNY Mellon October 2005 - September 2009
BNY Mellon October 2005 - September 2009
Skills
Foreclosures, Loan Modifications, Customer Service, Loans, Management, Business Analysis, Vendor Management, Loan Origination, Team Building
Education
University of North Texas
Bachelor's degree, English - Rhetoric and Composition
John R. Bell's BNY Mellon Experience January 2012 - July 2013
Job Director PricewaterhouseCoopers
Industry Accounting
Experience
PwC August 2013 - Present
BNY Mellon January 2012 - July 2013
PricewaterhouseCoopers, LLP July 2000 - January 2012
Urish Popeck & Co., LLC June 1998 - August 1998
Skills
State Tax Controversy, Indirect Taxation, State Tax, Tax, Sales Tax, Corporate Tax, Income Tax, Accounting, Tax Research, Tax Law, Due Diligence, Financial Accounting, Big 4, Tax Advisory, Tax Preparation, Property Tax, Mergers & Acquisitions, CPA, Forensic Accounting, Financial Analysis
Education
University of Notre Dame 1996 — 2000
BBA, Accountancy
PwC August 2013 - Present
BNY Mellon January 2012 - July 2013
PricewaterhouseCoopers, LLP July 2000 - January 2012
Urish Popeck & Co., LLC June 1998 - August 1998
Skills
State Tax Controversy, Indirect Taxation, State Tax, Tax, Sales Tax, Corporate Tax, Income Tax, Accounting, Tax Research, Tax Law, Due Diligence, Financial Accounting, Big 4, Tax Advisory, Tax Preparation, Property Tax, Mergers & Acquisitions, CPA, Forensic Accounting, Financial Analysis
Education
University of Notre Dame 1996 — 2000
BBA, Accountancy
Dave Marino Dave Marino's BNY Mellon Experience May 2013 - Present
Job Fund Accountant II
Industry Banking
Experience
BNY Mellon May 2013 - Present
BNY Mellon January 2011 - May 2013
E Professional Golf Tour July 2009 - December 2010
University of Mississippi August 2004 - June 2009
Skills
Outlook, Financial Analysis, Microsoft Office, Marketing, Time Management, Investments, Team Leadership, Event Planning, Research, Microsoft Word, Social Media, Risk Management, Data Analysis, Project Management, Microsoft Excel, Public Speaking, Photoshop, Financial Services, Windows, Teamwork, Analysis, PowerPoint, Management, Leadership, Access, Accounting, Sales
Education
University of Mississippi - School of Business Administration 2004 — 2009
Real Estate, Economics, Finance, Management, Accounting
BNY Mellon May 2013 - Present
BNY Mellon January 2011 - May 2013
E Professional Golf Tour July 2009 - December 2010
University of Mississippi August 2004 - June 2009
Skills
Outlook, Financial Analysis, Microsoft Office, Marketing, Time Management, Investments, Team Leadership, Event Planning, Research, Microsoft Word, Social Media, Risk Management, Data Analysis, Project Management, Microsoft Excel, Public Speaking, Photoshop, Financial Services, Windows, Teamwork, Analysis, PowerPoint, Management, Leadership, Access, Accounting, Sales
Education
University of Mississippi - School of Business Administration 2004 — 2009
Real Estate, Economics, Finance, Management, Accounting
Brandon Gillis's BNY Mellon Experience September 2013 - Present
Job Vice President Cloud Infrastructure Engineering at BNY Mellon
Industry Computer Software
Experience
BNY Mellon September 2013 - Present
Belmont Software Services September 2010 - September 2013
Freelance Web Developer and Graphic Designer January 2006 - January 2013
AT&T April 2008 - August 2010
Skills
Enterprise Software, Solution Architecture, Integration, Configuration Management, PHP, BMC Patrol, ITIL, SaaS, Pre-sales, BMC Server Automation..., Software Consulting, Software Solution..., Web Design, BMC Cloud Lifecycle..., BMC Atrium Orchestrator, Unix Operating Systems, Application Performance..., Linux System..., Web Applications, HTML, Data Center, Unix, Cloud Computing, DevOps, IaaS, PaaS, End User Experience..., Application Release..., Windows System..., Web Application Design, Graphic Design, Pre-Sales Technical..., Solution Selling, Business & IT Alignment, Cloud Applications, Private Cloud, Hybrid Cloud, Enterprise Architecture, Diagrams, Technical Documentation, Project Management, Lean IT
Education
University of North Alabama 2006 — 2010
Bachelors of Business Administration, Computer Information Systems
BNY Mellon September 2013 - Present
Belmont Software Services September 2010 - September 2013
Freelance Web Developer and Graphic Designer January 2006 - January 2013
AT&T April 2008 - August 2010
Skills
Enterprise Software, Solution Architecture, Integration, Configuration Management, PHP, BMC Patrol, ITIL, SaaS, Pre-sales, BMC Server Automation..., Software Consulting, Software Solution..., Web Design, BMC Cloud Lifecycle..., BMC Atrium Orchestrator, Unix Operating Systems, Application Performance..., Linux System..., Web Applications, HTML, Data Center, Unix, Cloud Computing, DevOps, IaaS, PaaS, End User Experience..., Application Release..., Windows System..., Web Application Design, Graphic Design, Pre-Sales Technical..., Solution Selling, Business & IT Alignment, Cloud Applications, Private Cloud, Hybrid Cloud, Enterprise Architecture, Diagrams, Technical Documentation, Project Management, Lean IT
Education
University of North Alabama 2006 — 2010
Bachelors of Business Administration, Computer Information Systems
Rachel Lytle's BNY Mellon Experience September 2014 - Present
Job Shareholder Services Representative at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
Practice Yoga Studio January 2014 - July 2014
Uno Chicago Grill November 2013 - July 2014
Partners in Personal Assistance April 2013 - August 2013
Ann Arbor T-Shirt Company September 2012 - August 2013
Collaborative Counseling & Consultation Services, LLC April 2012 - September 2012
Hill Dining Center September 2009 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Services, Nonprofits, Social Networking, Cashiering, Time Management, Event Planning, Sales, Facebook, Investments, Customer Service, Management, Teamwork, Microsoft Word, Public Speaking
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Waterford Mott High School 2005 — 2009
High School
BNY Mellon September 2014 - Present
Practice Yoga Studio January 2014 - July 2014
Uno Chicago Grill November 2013 - July 2014
Partners in Personal Assistance April 2013 - August 2013
Ann Arbor T-Shirt Company September 2012 - August 2013
Collaborative Counseling & Consultation Services, LLC April 2012 - September 2012
Hill Dining Center September 2009 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Services, Nonprofits, Social Networking, Cashiering, Time Management, Event Planning, Sales, Facebook, Investments, Customer Service, Management, Teamwork, Microsoft Word, Public Speaking
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Waterford Mott High School 2005 — 2009
High School
Conor D Larkin Conor D Larkin's BNY Mellon Experience August 2014 - July 2015
Job MBA Candidate Class of 2017 at University of Notre Dame
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business August 2015 - Present
BNY Mellon August 2014 - July 2015
BNY Mellon July 2013 - July 2014
BNY Mellon January 2013 - June 2013
BNY Mellon January 2012 - December 2012
BNY Mellon May 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Leadership, Social Media, Event Planning, Access, Data Analysis, Marketing, Public Speaking, Sales, Teamwork, Time Management, Outlook, Social Networking, Market Research, Event Management
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Finance
University of Pittsburgh 2007 — 2011
Bachelor of Arts, Economics
The University of Notre Dame Mendoza College of Business August 2015 - Present
BNY Mellon August 2014 - July 2015
BNY Mellon July 2013 - July 2014
BNY Mellon January 2013 - June 2013
BNY Mellon January 2012 - December 2012
BNY Mellon May 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Leadership, Social Media, Event Planning, Access, Data Analysis, Marketing, Public Speaking, Sales, Teamwork, Time Management, Outlook, Social Networking, Market Research, Event Management
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Finance
University of Pittsburgh 2007 — 2011
Bachelor of Arts, Economics
Robert Balsamo Robert Balsamo's BNY Mellon Experience June 2014 - Present
Job Accounting and Reporting Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
University of Massachusetts Amherst - Department of Economics January 2014 - May 2014
Skills
Financial Accounting, Financial Analysis, OS X, Sales, Microsoft Office, Google Docs, Windows, iWork, Finance, Financial Reporting, Investments, Mac OS X, Team-oriented, Analytical Skills, Entrepreneurship, Stata, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Account Reconciliation
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics
North Andover High School 2006 — 2010
Diploma
BNY Mellon June 2014 - Present
University of Massachusetts Amherst - Department of Economics January 2014 - May 2014
Skills
Financial Accounting, Financial Analysis, OS X, Sales, Microsoft Office, Google Docs, Windows, iWork, Finance, Financial Reporting, Investments, Mac OS X, Team-oriented, Analytical Skills, Entrepreneurship, Stata, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Account Reconciliation
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics
North Andover High School 2006 — 2010
Diploma
John Vande Plasse John Vande Plasse's BNY Mellon Experience 2011 - Present
Job Regional Project Leader
Industry Real Estate
Experience
CBRE July 2015 - Present
BNY Mellon 2011 - Present
Economic Project Solutions, Inc. May 2010 - March 2011
The Whalen Berez Group May 2009 - May 2010
Gensler October 2007 - May 2009
Swanke Hayden Connell Architects June 1987 - August 2007
Skills
Construction Management, Interior Design, Space Planning, Furniture, Space-planning, Construction, Procurement, Coordination, Management, New Business Development, Mixed-use, Budgets, Project Management, Value Engineering, Design Research, Contract Management, LEED, Facilities Management, Architectural Design, Submittals, Architecture, Contract Negotiation, Renovation, Space planning, Corporate Real Estate, LEED AP, Project Coordination, Project Planning, Interior Architecture, Feasibility Studies, MS Project, Process Scheduler, Sustainability, Green Building, Real Estate Development, Subcontracting, Cost Control, Design Management, Residential Homes, Cost Management, Sustainable Design, Comprehensive Planning, Project Estimation, Project Bidding, Contractors, AutoCAD, Commercial Real Estate, Infrastructure, Institutional, Construction Drawings
Education
University of Michigan 1981 — 1987
Masters Degree, Architecture & Urban Planning
CBRE July 2015 - Present
BNY Mellon 2011 - Present
Economic Project Solutions, Inc. May 2010 - March 2011
The Whalen Berez Group May 2009 - May 2010
Gensler October 2007 - May 2009
Swanke Hayden Connell Architects June 1987 - August 2007
Skills
Construction Management, Interior Design, Space Planning, Furniture, Space-planning, Construction, Procurement, Coordination, Management, New Business Development, Mixed-use, Budgets, Project Management, Value Engineering, Design Research, Contract Management, LEED, Facilities Management, Architectural Design, Submittals, Architecture, Contract Negotiation, Renovation, Space planning, Corporate Real Estate, LEED AP, Project Coordination, Project Planning, Interior Architecture, Feasibility Studies, MS Project, Process Scheduler, Sustainability, Green Building, Real Estate Development, Subcontracting, Cost Control, Design Management, Residential Homes, Cost Management, Sustainable Design, Comprehensive Planning, Project Estimation, Project Bidding, Contractors, AutoCAD, Commercial Real Estate, Infrastructure, Institutional, Construction Drawings
Education
University of Michigan 1981 — 1987
Masters Degree, Architecture & Urban Planning
Noni Harrison's BNY Mellon Experience June 2012 - August 2012
Job Data Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP September 2015 - Present
Bloomberg LP June 2014 - August 2015
Ralph Lauren June 2013 - August 2013
BNY Mellon June 2012 - August 2012
NYSE Euronext June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Policy, Facebook, Management, Social Networking
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's degree, Business Administration, Management and Operations
Manhattan Hunter Science High School
Bloomberg LP September 2015 - Present
Bloomberg LP June 2014 - August 2015
Ralph Lauren June 2013 - August 2013
BNY Mellon June 2012 - August 2012
NYSE Euronext June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Policy, Facebook, Management, Social Networking
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's degree, Business Administration, Management and Operations
Manhattan Hunter Science High School
David Kutch David Kutch's BNY Mellon Experience April 2014 - October 2014
Job Experienced Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon April 2014 - October 2014
BNY Mellon January 2005 - May 2014
BNY Mellon January 1995 - January 2005
Bank of America 1988 - 1995
Bank of Oklahoma 1987 - 1988
Skills
Executive Management, Wealth Management, Banking, Portfolio Management, Loans, Commercial Lending, Credit, Investments, Asset Management, Private Banking, Risk Management, Financial Services, Capital Markets, High Net Worth..., Finance
Education
University of Oklahoma 1977 — 1981
BBA, Finance, GPA overall 3.80/4.00 scale. GPA in major 4.00.
BNY Mellon April 2014 - October 2014
BNY Mellon January 2005 - May 2014
BNY Mellon January 1995 - January 2005
Bank of America 1988 - 1995
Bank of Oklahoma 1987 - 1988
Skills
Executive Management, Wealth Management, Banking, Portfolio Management, Loans, Commercial Lending, Credit, Investments, Asset Management, Private Banking, Risk Management, Financial Services, Capital Markets, High Net Worth..., Finance
Education
University of Oklahoma 1977 — 1981
BBA, Finance, GPA overall 3.80/4.00 scale. GPA in major 4.00.
Marjorie Betubiza's BNY Mellon Experience June 2014 - August 2014
Job Consultant at BTS
Industry Management Consulting
Experience
BTS August 2015 - Present
BNY Mellon June 2014 - August 2014
Neiman Marcus June 2011 - July 2013
University of North Carolina at Chapel Hill August 2008 - May 2011
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), International Studies
Stone Ridge School of the Sacred Heart 2003 — 2007
High School Diploma
BTS August 2015 - Present
BNY Mellon June 2014 - August 2014
Neiman Marcus June 2011 - July 2013
University of North Carolina at Chapel Hill August 2008 - May 2011
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), International Studies
Stone Ridge School of the Sacred Heart 2003 — 2007
High School Diploma
Jennifer Friel Jennifer Friel's BNY Mellon Experience February 2011 - Present
Job Global Talent Acquisition Project Manager, Investment Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2011 - Present
BNY Mellon June 2007 - January 2011
Tufts University August 2005 - June 2007
Bank of America 1998 - 2005
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
BS, Business Administration, Magna Cum Laude
BNY Mellon February 2011 - Present
BNY Mellon June 2007 - January 2011
Tufts University August 2005 - June 2007
Bank of America 1998 - 2005
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
BS, Business Administration, Magna Cum Laude
Chris Richmond Chris Richmond's BNY Mellon Experience December 2005 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2005 - Present
Fidelity Investments September 1998 - December 2005
Skills
Accounting, Derivatives, Fund Accounting, Fixed Income, Asset Management, Financial Services, Investments, Securities, Hedge Funds, SDLC, Mutual Funds, Equities
Education
University of New Hampshire 1999 — 2002
MBA, Business Management
University of New Hampshire 1994 — 1998
BS, Political Science
BNY Mellon December 2005 - Present
Fidelity Investments September 1998 - December 2005
Skills
Accounting, Derivatives, Fund Accounting, Fixed Income, Asset Management, Financial Services, Investments, Securities, Hedge Funds, SDLC, Mutual Funds, Equities
Education
University of New Hampshire 1999 — 2002
MBA, Business Management
University of New Hampshire 1994 — 1998
BS, Political Science
Julie Kurtzman's BNY Mellon Experience September 2015 - Present
Job Derivatives Ops Specialist II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Congressional Country Club May 2014 - September 2015
U.S. Commercial Service January 2015 - May 2015
Sarah Heinz House, an Affiliate of the Boys & Girls Club of America September 2014 - December 2014
Nexia Poyiadjis Chartered Accountants January 2014 - May 2014
Youth For Understanding USA (YFU) May 2013 - August 2013
Georgetown Cupcake August 2010 - August 2013
Skills
Time Management, Microsoft Office
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Double Degree: Finance and Psychology Minor: Economics
University of Nicosia
Bachelor's Degree, International Finance
Walt Whitman High School 2007 — 2011
High School
BNY Mellon September 2015 - Present
Congressional Country Club May 2014 - September 2015
U.S. Commercial Service January 2015 - May 2015
Sarah Heinz House, an Affiliate of the Boys & Girls Club of America September 2014 - December 2014
Nexia Poyiadjis Chartered Accountants January 2014 - May 2014
Youth For Understanding USA (YFU) May 2013 - August 2013
Georgetown Cupcake August 2010 - August 2013
Skills
Time Management, Microsoft Office
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Double Degree: Finance and Psychology Minor: Economics
University of Nicosia
Bachelor's Degree, International Finance
Walt Whitman High School 2007 — 2011
High School
Monica Cabanillas Sheppard, MBA Monica Cabanillas Sheppard, MBA's BNY Mellon Experience April 2005 - June 2007
Job
Industry Financial Services
Experience
MTN - an EMC Company July 2012 - October 2013
Allied Cash Advance July 2007 - May 2012
BNY Mellon April 2005 - June 2007
Epsilon Investment Management, LLC March 2003 - March 2005
Skills
Strategic Planning, Microsoft Office, Networking, Spanish, Investments, Managerial Finance, Internal Controls, Business Analysis, Pricing, General Ledger, Leadership, SEC filings, Banking, Credit, Finance, Strategic Financial..., Analysis, Budgets, Forecasting, Strategy, Accounting, Financial Planning, Financial Analysis
Education
University of Miami - School of Business 2007 — 2009
Master of Business Administration (MBA), International Business
University of Miami - School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, Marketing, CIS
MTN - an EMC Company July 2012 - October 2013
Allied Cash Advance July 2007 - May 2012
BNY Mellon April 2005 - June 2007
Epsilon Investment Management, LLC March 2003 - March 2005
Skills
Strategic Planning, Microsoft Office, Networking, Spanish, Investments, Managerial Finance, Internal Controls, Business Analysis, Pricing, General Ledger, Leadership, SEC filings, Banking, Credit, Finance, Strategic Financial..., Analysis, Budgets, Forecasting, Strategy, Accounting, Financial Planning, Financial Analysis
Education
University of Miami - School of Business 2007 — 2009
Master of Business Administration (MBA), International Business
University of Miami - School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, Marketing, CIS
Katherine Rubino Katherine Rubino's BNY Mellon Experience June 2011 - August 2011
Job Marketing Coordinator at WDG Architecture
Industry Real Estate
Experience
WDG Architecture June 2015 - Present
Transwestern October 2012 - May 2015
BNY Mellon June 2011 - August 2011
IMG Academies June 2008 - August 2010
Skills
Commercial Real Estate, Real Estate, InDesign, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Networking, Facebook
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Finance
WDG Architecture June 2015 - Present
Transwestern October 2012 - May 2015
BNY Mellon June 2011 - August 2011
IMG Academies June 2008 - August 2010
Skills
Commercial Real Estate, Real Estate, InDesign, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Networking, Facebook
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Finance
Derek Menke Derek Menke's BNY Mellon Experience August 2000 - April 2002
Job Senior Business Analyst at Matrix Financial, a Broadridge Financial company
Industry Financial Services
Experience
Matrix Financial Solutions, a Broadridge Financial company January 2012 - Present
Matrix Financial Solutions December 2005 - January 2012
Matrix Financial Solutions August 2004 - December 2005
MG Trust Company April 2002 - August 2004
BNY Mellon August 2000 - April 2002
Central Bancompany August 1998 - August 2000
Skills
Risk Management, Investments, Business Analysis, Mutual Funds, Process Improvement, Project Management, Microsoft Excel, Business Requirements, Leadership, SDLC
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance and Banking
Matrix Financial Solutions, a Broadridge Financial company January 2012 - Present
Matrix Financial Solutions December 2005 - January 2012
Matrix Financial Solutions August 2004 - December 2005
MG Trust Company April 2002 - August 2004
BNY Mellon August 2000 - April 2002
Central Bancompany August 1998 - August 2000
Skills
Risk Management, Investments, Business Analysis, Mutual Funds, Process Improvement, Project Management, Microsoft Excel, Business Requirements, Leadership, SDLC
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance and Banking
Logan Perez-Gurri Logan Perez-Gurri's BNY Mellon Experience June 2007 - August 2007
Job Senior Analyst at Glenview Capital
Industry Investment Management
Experience
Glenview Capital June 2014 - Present
Glenview Capital April 2013 - June 2014
The Carlyle Group July 2011 - April 2013
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
La Salle High School 2001 — 2005
High School Degree
Glenview Capital June 2014 - Present
Glenview Capital April 2013 - June 2014
The Carlyle Group July 2011 - April 2013
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
La Salle High School 2001 — 2005
High School Degree
Tony W Khalil's BNY Mellon Experience 2000 - 2004
Job TWK, CPA, LLC Accounting and Tax Consultants
Industry Accounting
Experience
TWK CPA October 2010 - Present
BNY Mellon 2000 - 2004
Skills
ProAdvisor, Tax, Auditing, Accounting, Small Business, Portfolio Management
Education
University of New Orleans 1991 — 1995
BA, Accounting/ Business Management
TWK CPA October 2010 - Present
BNY Mellon 2000 - 2004
Skills
ProAdvisor, Tax, Auditing, Accounting, Small Business, Portfolio Management
Education
University of New Orleans 1991 — 1995
BA, Accounting/ Business Management
Brian Conklin Brian Conklin's BNY Mellon Experience January 2010 - September 2013
Job Supervisor/Senior Analyst—Private Equity Investor Relations at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services September 2013 - Present
BNY Mellon January 2010 - September 2013
BNY Mellon February 2006 - December 2009
Skills
Sales, Alternative Investments, Mutual Funds, Accounting, Private Equity, Management, Trading
Education
University of New Hampshire 2001 — 2005
BA, Sociology
Citco Fund Services September 2013 - Present
BNY Mellon January 2010 - September 2013
BNY Mellon February 2006 - December 2009
Skills
Sales, Alternative Investments, Mutual Funds, Accounting, Private Equity, Management, Trading
Education
University of New Hampshire 2001 — 2005
BA, Sociology
Juston B. Davenport IV Juston B. Davenport IV's BNY Mellon Experience October 2003 - November 2014
Job Managing Director at PNC
Industry Capital Markets
Experience
PNC January 2015 - Present
BNY Mellon October 2003 - November 2014
Countrywide Securities August 2000 - October 2003
Interstate Johnson Lane/Wachovia 1997 - August 2000
Management Advisors International 1996 - 1997
Nations Banc Capital Markets 1993 - 1996
Skills
Capital Markets, Securities, Bloomberg, Fixed Income, Bonds, Series 63, Trading, Series 7, Hedge Funds, Equities, Derivatives
Education
University of North Carolina at Wilmington 1986 — 1991
Bachelor's Degree, Finance, General
Providence Day School 1980 — 1986
PNC January 2015 - Present
BNY Mellon October 2003 - November 2014
Countrywide Securities August 2000 - October 2003
Interstate Johnson Lane/Wachovia 1997 - August 2000
Management Advisors International 1996 - 1997
Nations Banc Capital Markets 1993 - 1996
Skills
Capital Markets, Securities, Bloomberg, Fixed Income, Bonds, Series 63, Trading, Series 7, Hedge Funds, Equities, Derivatives
Education
University of North Carolina at Wilmington 1986 — 1991
Bachelor's Degree, Finance, General
Providence Day School 1980 — 1986
Alex Chen Alex Chen's BNY Mellon Experience April 2013 - August 2013
Job Junior Associate, GCM Syndications at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon April 2013 - August 2013
Shaxon Industries Inc. May 2012 - June 2012
Merrill Lynch June 2008 - August 2011
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Finance, Research, Chinese, PowerPoint, Analysis, Leadership, Business Strategy, Economics, Client Relations Skills, Sales, Data Analysis, Access, Market Research, Investments, Entrepreneurship, Management, Bloomberg, Bloomberg Terminal, Accounting, Microsoft Office, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Valencia High School 2007 — 2010
BNY Mellon April 2013 - August 2013
Shaxon Industries Inc. May 2012 - June 2012
Merrill Lynch June 2008 - August 2011
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Finance, Research, Chinese, PowerPoint, Analysis, Leadership, Business Strategy, Economics, Client Relations Skills, Sales, Data Analysis, Access, Market Research, Investments, Entrepreneurship, Management, Bloomberg, Bloomberg Terminal, Accounting, Microsoft Office, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Valencia High School 2007 — 2010
Christopher Glidden Christopher Glidden's BNY Mellon Experience July 1998 - Present
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 1998 - Present
SEI Investments October 1991 - July 1998
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Finance, Finance, Economics
St Bernard's Central Catholic High School 1984 — 1987
BNY Mellon July 1998 - Present
SEI Investments October 1991 - July 1998
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Finance, Finance, Economics
St Bernard's Central Catholic High School 1984 — 1987
Patrick Edgington's BNY Mellon Experience October 2000 - March 2004
Job Electronic Engineering Tech Student at Harrisburg (PA) Area Community College
Industry Electrical/Electronic Manufacturing
Experience
State Street Bank October 2007 - August 2013
Amazon September 2006 - July 2007
WorkflowOne, A Standard Register Company (previously Relizon) April 2004 - April 2006
BNY Mellon October 2000 - March 2004
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Equities, Fixed Income, Bloomberg, Accruals, Financial Risk
Education
University of Notre Dame
Bachelor of Arts (B.A.), Philosophy
State Street Bank October 2007 - August 2013
Amazon September 2006 - July 2007
WorkflowOne, A Standard Register Company (previously Relizon) April 2004 - April 2006
BNY Mellon October 2000 - March 2004
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Equities, Fixed Income, Bloomberg, Accruals, Financial Risk
Education
University of Notre Dame
Bachelor of Arts (B.A.), Philosophy
Joshua Iachini Joshua Iachini's BNY Mellon Experience August 2015 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
PNC December 2013 - August 2015
United States Air Force October 2011 - December 2013
United States Air Force July 2009 - October 2011
United States Air Force October 2010 - April 2011
United States Air Force May 2007 - July 2009
Skills
Financial Analysis, Management, Budgets, Leadership, Finance, Team Leadership, Team Building, Project Management, Customer Service, Financial Reporting, Accounting, Government Contracting, Capital Adequacy, Regulatory Capital, Essbase, Hyperion EPM, Analysis, Operating Budgets, Budget Reconciliation, Budget, Contract Management, Corporate FP&A, Basel III, Credit Risk, Market Risk, Operational Risk, Jack Henry, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2015
Master of Business Administration (MBA)
University of Oklahoma 2007 — 2009
Master of Arts (MA), Economics
West Virginia University 2003 — 2007
Bachelor's degree, Accounting
BNY Mellon August 2015 - Present
PNC December 2013 - August 2015
United States Air Force October 2011 - December 2013
United States Air Force July 2009 - October 2011
United States Air Force October 2010 - April 2011
United States Air Force May 2007 - July 2009
Skills
Financial Analysis, Management, Budgets, Leadership, Finance, Team Leadership, Team Building, Project Management, Customer Service, Financial Reporting, Accounting, Government Contracting, Capital Adequacy, Regulatory Capital, Essbase, Hyperion EPM, Analysis, Operating Budgets, Budget Reconciliation, Budget, Contract Management, Corporate FP&A, Basel III, Credit Risk, Market Risk, Operational Risk, Jack Henry, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2015
Master of Business Administration (MBA)
University of Oklahoma 2007 — 2009
Master of Arts (MA), Economics
West Virginia University 2003 — 2007
Bachelor's degree, Accounting
Linda Hoffman Linda Hoffman's BNY Mellon Experience June 2015 - Present
Job Counsel at BNY Mellon
Industry Legal Services
Experience
BNY Mellon June 2015 - Present
Axiom November 2014 - June 2015
Axiom March 2014 - November 2014
Mizuho Trust & Banking Co. (USA) January 2012 - December 2013
Lyxor Asset Management November 2010 - December 2011
Cardozo Tax Clinic September 2009 - December 2009
Financial Industry Regulatory Authority May 2009 - September 2009
Jeffrey J. Haas, Professor of Law June 2009 - August 2009
Edward A. Zelinsky, Morris & Annie Trachman Professor of Law September 2008 - December 2008
Supreme Court of New York - Kings County May 2008 - September 2008
Skills
Bank Secrecy Act, Litigation, Hedge Funds, Securities Law, Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Juris Doctor (J.D.)
University of Miami 2003 — 2007
Bachelor of Arts, Political Science
BNY Mellon June 2015 - Present
Axiom November 2014 - June 2015
Axiom March 2014 - November 2014
Mizuho Trust & Banking Co. (USA) January 2012 - December 2013
Lyxor Asset Management November 2010 - December 2011
Cardozo Tax Clinic September 2009 - December 2009
Financial Industry Regulatory Authority May 2009 - September 2009
Jeffrey J. Haas, Professor of Law June 2009 - August 2009
Edward A. Zelinsky, Morris & Annie Trachman Professor of Law September 2008 - December 2008
Supreme Court of New York - Kings County May 2008 - September 2008
Skills
Bank Secrecy Act, Litigation, Hedge Funds, Securities Law, Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Juris Doctor (J.D.)
University of Miami 2003 — 2007
Bachelor of Arts, Political Science
Andrea LaPierre's BNY Mellon Experience January 2005 - September 2006
Job Central Garage Accountant Financial Administrator II at State of Vermont
Industry Financial Services
Experience
State of Vermont November 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - October 2012
State Street Bank September 2006 - May 2008
BNY Mellon January 2005 - September 2006
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Asset Management, Financial Modeling, Accounting, Finance, Customer Service, Financial Planning, Public Speaking, Strategic Planning, Microsoft Excel, Marketing, Financial Services, Financial Analysis
Education
University of New Hampshire 2001 — 2003
B.S, Environmental & Resource Economics, Minor Business Administration, Minor Environmental Conservation
University of Rhode Island 1999 — 2001
State of Vermont November 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - October 2012
State Street Bank September 2006 - May 2008
BNY Mellon January 2005 - September 2006
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Asset Management, Financial Modeling, Accounting, Finance, Customer Service, Financial Planning, Public Speaking, Strategic Planning, Microsoft Excel, Marketing, Financial Services, Financial Analysis
Education
University of New Hampshire 2001 — 2003
B.S, Environmental & Resource Economics, Minor Business Administration, Minor Environmental Conservation
University of Rhode Island 1999 — 2001
Lucas Ortega's BNY Mellon Experience November 2014 - April 2015
Job Corporate Governance / Legal Affairs
Industry Legal Services
Experience
BNY Mellon November 2014 - April 2015
American International Group March 2010 - October 2014
Deutsche Asset Management September 2009 - February 2010
MF Global August 2009 - September 2009
AllianceBernstein October 2004 - November 2008
Legal Support Personnel / Access Staffing December 2003 - September 2004
CT Corporation August 1998 - November 2002
Richards Kibbe & Orbe LLP August 1997 - July 1998
World Health Communications January 1996 - July 1997
Skills
Management, Corporate Governance, Risk Management, Board Governance, Business Ethics, Shareholder Protection, Shareholder Agreements, Annual Meetings, Proxy Statements, Legal Compliance, Legal Writing, Legal Documents, Document Drafting, Document Review, Public Companies, Private Companies, Certifications, Licensing, Non-profit Boards, Legal Research, Due Diligence, Litigation Support, Pro Bono, Political Science, Information Governance, Mergers & Acquisitions, Litigation, Corporate Law, Hedge Funds, SEC Filings
Education
University of Michigan 1989 — 1993
B.A., History, Political Science
Midwood High School at Brooklyn College 1985 — 1989
Diploma, Humanities
BNY Mellon November 2014 - April 2015
American International Group March 2010 - October 2014
Deutsche Asset Management September 2009 - February 2010
MF Global August 2009 - September 2009
AllianceBernstein October 2004 - November 2008
Legal Support Personnel / Access Staffing December 2003 - September 2004
CT Corporation August 1998 - November 2002
Richards Kibbe & Orbe LLP August 1997 - July 1998
World Health Communications January 1996 - July 1997
Skills
Management, Corporate Governance, Risk Management, Board Governance, Business Ethics, Shareholder Protection, Shareholder Agreements, Annual Meetings, Proxy Statements, Legal Compliance, Legal Writing, Legal Documents, Document Drafting, Document Review, Public Companies, Private Companies, Certifications, Licensing, Non-profit Boards, Legal Research, Due Diligence, Litigation Support, Pro Bono, Political Science, Information Governance, Mergers & Acquisitions, Litigation, Corporate Law, Hedge Funds, SEC Filings
Education
University of Michigan 1989 — 1993
B.A., History, Political Science
Midwood High School at Brooklyn College 1985 — 1989
Diploma, Humanities
Roudeline Guerine Roudeline Guerine's BNY Mellon Experience April 2010 - January 2014
Job Finance Business Partner at PAREXEL
Industry Financial Services
Experience
PAREXEL February 2014 - Present
BNY Mellon April 2010 - January 2014
BNY Mellon April 2010 - January 2014
University of Massachusetts Amherst September 2007 - February 2010
Ernst & Young LLP May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Mathematics, Languages, Spanish, French, Financial Analysis, Data Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, Corporate Finance, Customer Service, International Relations, Analytics, Office Administration, Admissions, Business, Sales, Accounts Payable, Accounts Receivable, Financial Modeling, Investments, Investment Banking, Stocks, Business Planning, Business Process, Budget, Bonds, Bond Markets, Financial Statements, Income Statement, Income Tax, Fixed Income, Asset Managment, Risk Assessment, Financial Risk, Fund Accounting, Economics
Education
University of Massachusetts Amherst, College of Social and Behavioral Sciences 2005 — 2009
Bachelor of Arts, Economics; Economics
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (BA), Economics
University of Pompeu Fabra, Barcelona Spain, ESCI - Escola Superior de Comerç Internacional 2008 — 2008
Bachelor of Arts (B.A.), Economics
Classical high School 2001 — 2005
Economics
PAREXEL February 2014 - Present
BNY Mellon April 2010 - January 2014
BNY Mellon April 2010 - January 2014
University of Massachusetts Amherst September 2007 - February 2010
Ernst & Young LLP May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Mathematics, Languages, Spanish, French, Financial Analysis, Data Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, Corporate Finance, Customer Service, International Relations, Analytics, Office Administration, Admissions, Business, Sales, Accounts Payable, Accounts Receivable, Financial Modeling, Investments, Investment Banking, Stocks, Business Planning, Business Process, Budget, Bonds, Bond Markets, Financial Statements, Income Statement, Income Tax, Fixed Income, Asset Managment, Risk Assessment, Financial Risk, Fund Accounting, Economics
Education
University of Massachusetts Amherst, College of Social and Behavioral Sciences 2005 — 2009
Bachelor of Arts, Economics; Economics
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (BA), Economics
University of Pompeu Fabra, Barcelona Spain, ESCI - Escola Superior de Comerç Internacional 2008 — 2008
Bachelor of Arts (B.A.), Economics
Classical high School 2001 — 2005
Economics
Ted Broderick Ted Broderick's BNY Mellon Experience November 2013 - Present
Job Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Brill Securities September 2012 - November 2013
Skills
Private Equity, Capital Markets, Fixed Income, Equities, Investment Banking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor's degree, Finance
Regents College London 2010 — 2011
International Relations and Affairs
BNY Mellon November 2013 - Present
Brill Securities September 2012 - November 2013
Skills
Private Equity, Capital Markets, Fixed Income, Equities, Investment Banking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor's degree, Finance
Regents College London 2010 — 2011
International Relations and Affairs
Christina Hudson's BNY Mellon Experience July 1998 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 1998 - Present
SunTrust Bank May 1993 - July 1998
Skills
Equities, Portfolio Management, Securities, Banking, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Capital Markets, Financial Services, Asset Management, Alternative Investments, Investments, Bloomberg
Education
University of Miami - School of Business 1988 — 1992
Bachelor of Arts (B.A.), International Finance and Marketing
University of Miami - School of Business
Master of Business Administration (MBA)
BNY Mellon July 1998 - Present
SunTrust Bank May 1993 - July 1998
Skills
Equities, Portfolio Management, Securities, Banking, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Capital Markets, Financial Services, Asset Management, Alternative Investments, Investments, Bloomberg
Education
University of Miami - School of Business 1988 — 1992
Bachelor of Arts (B.A.), International Finance and Marketing
University of Miami - School of Business
Master of Business Administration (MBA)
G. Edward Graves G. Edward Graves's BNY Mellon Experience May 2012 - November 2013
Job 17 year financial services professional
Industry Financial Services
Experience
Superfund USA, LLC July 2015 - Present
BNY Mellon May 2012 - November 2013
Sun Life Financial Distributors August 2004 - December 2011
Rydex Investments November 2002 - December 2003
State Street Research June 2000 - June 2002
Putnam Investments December 1997 - June 2000
Skills
Morningstar Advisor..., Morningstar Direct, Zephyr, Simplifying Complex..., Series 6, Series 63, Mutual Funds, Annuities, ETF's, Separate Accounts, Subadvisory, Tactical Asset..., Portfolio Construction, Competitive Analysis, Series 7, Portfolio Management, Investments, Fixed Annuities, Financial Advisory, ETFs, Asset Allocation, 401k, Capital Markets, Finance
Education
University of New Hampshire 1994 — 1997
Bachelor of Science, Microbiology
Superfund USA, LLC July 2015 - Present
BNY Mellon May 2012 - November 2013
Sun Life Financial Distributors August 2004 - December 2011
Rydex Investments November 2002 - December 2003
State Street Research June 2000 - June 2002
Putnam Investments December 1997 - June 2000
Skills
Morningstar Advisor..., Morningstar Direct, Zephyr, Simplifying Complex..., Series 6, Series 63, Mutual Funds, Annuities, ETF's, Separate Accounts, Subadvisory, Tactical Asset..., Portfolio Construction, Competitive Analysis, Series 7, Portfolio Management, Investments, Fixed Annuities, Financial Advisory, ETFs, Asset Allocation, 401k, Capital Markets, Finance
Education
University of New Hampshire 1994 — 1997
Bachelor of Science, Microbiology
Scott Mahdik Scott Mahdik's BNY Mellon Experience August 1995 - June 1997
Job Senior Finance Director at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation March 2012 - Present
Sears Holdings Corporation April 2009 - March 2012
The Johnsson Group (now Salo LLC) November 2006 - March 2009
Kraft Foods July 2003 - November 2006
Dell Computer May 2002 - August 2002
BearingPoint (formerly KPMG Consulting) March 1999 - August 2001
Sallie Mae June 1997 - March 1999
BNY Mellon August 1995 - June 1997
Skills
Forecasting, Analytics, Benefit Cost Analysis, Product Cost Analysis, Strategic Financial..., Business Strategy, Business Analysis, Business Process..., Business Development, Process Flow..., Presentation Development, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Leadership, Cross-functional Team..., Strategy, Program Management, Essbase, PeopleSoft, Variance Analysis, Internal Controls, Analysis, Valuation, Multi-channel Retail, Inventory Management, Inventory Control, Business Case Modelling, Expense Management, Budget Process, Financial Planning, Management, Process Improvement, Finance, Strategic Planning, Competitive Analysis, Retail, Accounting, Consulting, P&L, P&L Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance / Strategy
University of Pittsburgh
BA, Economics & Business
Sears Holdings Corporation March 2012 - Present
Sears Holdings Corporation April 2009 - March 2012
The Johnsson Group (now Salo LLC) November 2006 - March 2009
Kraft Foods July 2003 - November 2006
Dell Computer May 2002 - August 2002
BearingPoint (formerly KPMG Consulting) March 1999 - August 2001
Sallie Mae June 1997 - March 1999
BNY Mellon August 1995 - June 1997
Skills
Forecasting, Analytics, Benefit Cost Analysis, Product Cost Analysis, Strategic Financial..., Business Strategy, Business Analysis, Business Process..., Business Development, Process Flow..., Presentation Development, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Leadership, Cross-functional Team..., Strategy, Program Management, Essbase, PeopleSoft, Variance Analysis, Internal Controls, Analysis, Valuation, Multi-channel Retail, Inventory Management, Inventory Control, Business Case Modelling, Expense Management, Budget Process, Financial Planning, Management, Process Improvement, Finance, Strategic Planning, Competitive Analysis, Retail, Accounting, Consulting, P&L, P&L Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance / Strategy
University of Pittsburgh
BA, Economics & Business
Joel Fener Joel Fener's BNY Mellon Experience April 2010 - January 2013
Job Corporate Counsel at Tata Consultancy Services
Industry Law Practice
Experience
Tata Consultancy Services October 2014 - Present
JPMorgan Chase January 2013 - October 2014
BNY Mellon April 2010 - January 2013
DiscoverReady December 2007 - April 2010
Merrill Lynch December 2004 - November 2007
Ernst & Young LLP May 2004 - December 2004
UBS Financial Services February 2004 - May 2004
Traffix, Inc. March 2002 - February 2004
Skills
Contract Negotiation, Corporate Law, Corporate Governance, Risk Management, Strategic Sourcing, Procurement, Legal Writing, Software Licensing, Business Strategy, Licensing, Due Diligence, Management, Legal Compliance, Intellectual Property, Data Privacy, IT law, IT Outsourcing, Contract Management, Privacy Law, Business Development, Program Management, Cross-functional Team..., Software Procurement, Compliance, Negotiation, Finance, Executive Management, Sourcing, Financial Services, Human Resources, Legal Counsel, Corporate Counsel, Contract Drafting, Technology Contracts, Contract Process, Contracts Review, Mergers & Acquisitions
Education
University of Michigan
BA
University of the Pacific - McGeorge School of Law
JD
Tata Consultancy Services October 2014 - Present
JPMorgan Chase January 2013 - October 2014
BNY Mellon April 2010 - January 2013
DiscoverReady December 2007 - April 2010
Merrill Lynch December 2004 - November 2007
Ernst & Young LLP May 2004 - December 2004
UBS Financial Services February 2004 - May 2004
Traffix, Inc. March 2002 - February 2004
Skills
Contract Negotiation, Corporate Law, Corporate Governance, Risk Management, Strategic Sourcing, Procurement, Legal Writing, Software Licensing, Business Strategy, Licensing, Due Diligence, Management, Legal Compliance, Intellectual Property, Data Privacy, IT law, IT Outsourcing, Contract Management, Privacy Law, Business Development, Program Management, Cross-functional Team..., Software Procurement, Compliance, Negotiation, Finance, Executive Management, Sourcing, Financial Services, Human Resources, Legal Counsel, Corporate Counsel, Contract Drafting, Technology Contracts, Contract Process, Contracts Review, Mergers & Acquisitions
Education
University of Michigan
BA
University of the Pacific - McGeorge School of Law
JD
Charles G. Schaefer Charles G. Schaefer's BNY Mellon Experience 1988 - 1990
Job CoDirector UNCW Cameron Executive Network
Industry Financial Services
Experience
Cameron Executive Network, Cameron School of Business, UNCW 2012 - Present
Wilmington North Carolina June 2006 - Present
Deutsche Bank May 1999 - August 2006
Citicorp Securities 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
BNY Mellon 1988 - 1990
Skills
Love to work with..., Antiques & Car..., Love to ride motorcycles, Having fun with kids..., Securities, Investment Management, Financial Analysis, Alternative Investments, Strategic Planning, Management, Hedge Funds, Banking, Sales, Finance, Marketing, Investments, Risk Management, Leadership, Bloomberg, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Time Management
Education
Saint John's University 1967 — 1971
bs, Management
St John's University 1967 — 1971
BS, Management / Economics
St John's Prep 1963 — 1967
UNCW
University of North Carolina at Wilmington
University of North Carolina at Wilmington
University of North Carolina at Wilmington
Cameron Executive Network, Cameron School of Business, UNCW 2012 - Present
Wilmington North Carolina June 2006 - Present
Deutsche Bank May 1999 - August 2006
Citicorp Securities 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
BNY Mellon 1988 - 1990
Skills
Love to work with..., Antiques & Car..., Love to ride motorcycles, Having fun with kids..., Securities, Investment Management, Financial Analysis, Alternative Investments, Strategic Planning, Management, Hedge Funds, Banking, Sales, Finance, Marketing, Investments, Risk Management, Leadership, Bloomberg, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Time Management
Education
Saint John's University 1967 — 1971
bs, Management
St John's University 1967 — 1971
BS, Management / Economics
St John's Prep 1963 — 1967
UNCW
University of North Carolina at Wilmington
University of North Carolina at Wilmington
University of North Carolina at Wilmington
Miriam Librach Miriam Librach's BNY Mellon Experience 2005 - Present
Job Managing Director & Managing Counsel at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon 2005 - Present
State Street Bank February 1993 - June 2003
Education
University of Missouri-Columbia
JD
BNY Mellon 2005 - Present
State Street Bank February 1993 - June 2003
Education
University of Missouri-Columbia
JD
Sarah Davison's BNY Mellon Experience August 2011 - March 2013
Job Marketing Manager at Hyatt Regency
Industry Marketing and Advertising
Experience
Hyatt Regency March 2013 - Present
BNY Mellon August 2011 - March 2013
Nike June 2008 - August 2011
Seacoast Media Group November 2010 - May 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Outlook, Microsoft Office, Social Media Marketing, Teamwork, Customer Service, Research, Access, Marketing, Public Speaking, Time Management, Blogging, Detailed Organization, Advertising, Market Research, Marketing Strategy, Marketing Communications, Salesforce.com
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Business Administration, Marketing
Hyatt Regency March 2013 - Present
BNY Mellon August 2011 - March 2013
Nike June 2008 - August 2011
Seacoast Media Group November 2010 - May 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Outlook, Microsoft Office, Social Media Marketing, Teamwork, Customer Service, Research, Access, Marketing, Public Speaking, Time Management, Blogging, Detailed Organization, Advertising, Market Research, Marketing Strategy, Marketing Communications, Salesforce.com
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Business Administration, Marketing
Drew Yates Drew Yates's BNY Mellon Experience May 2011 - August 2011
Job Investment Analyst at American Realty Capital
Industry Financial Services
Experience
American Realty Capital March 2013 - Present
A2 Access October 2012 - March 2013
BNY Mellon May 2011 - August 2011
Olde Towne Yatch Club June 2009 - July 2009
Camp Sea Gull June 2007 - July 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Financial Modeling, Valuation, Microsoft Office, Corporate Finance, Capital Markets, Finance, Research
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, Business Adminsitration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS, Business Administration and Management, General
InternationalLorenzo de Medici- The Italian International InstituteSummer 2010 2010 — 2010
American Realty Capital March 2013 - Present
A2 Access October 2012 - March 2013
BNY Mellon May 2011 - August 2011
Olde Towne Yatch Club June 2009 - July 2009
Camp Sea Gull June 2007 - July 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Financial Modeling, Valuation, Microsoft Office, Corporate Finance, Capital Markets, Finance, Research
Education
University of North Carolina at Chapel Hill 2008 — 2012
BSBA, Business Adminsitration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS, Business Administration and Management, General
InternationalLorenzo de Medici- The Italian International InstituteSummer 2010 2010 — 2010
Samantha McNeilly's BNY Mellon Experience August 2013 - February 2014
Job Business Advisory Services, Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
Grant Thornton LLP February 2014 - Present
BNY Mellon August 2013 - February 2014
BNY Mellon April 2012 - August 2013
PricewaterhouseCoopers September 2009 - April 2012
University of North Carolina Wilmington August 2008 - May 2009
Skills
GAAP, SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, CPA, Tax, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Finance, Assurance, Finance, Financial Statements
Education
University of North Carolina at Wilmington 2008 — 2009
Master of Science, Accountancy
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Science, Business Administration, Accountancy
Grant Thornton LLP January 2015 - Present
Grant Thornton LLP February 2014 - Present
BNY Mellon August 2013 - February 2014
BNY Mellon April 2012 - August 2013
PricewaterhouseCoopers September 2009 - April 2012
University of North Carolina Wilmington August 2008 - May 2009
Skills
GAAP, SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, CPA, Tax, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Finance, Assurance, Finance, Financial Statements
Education
University of North Carolina at Wilmington 2008 — 2009
Master of Science, Accountancy
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Science, Business Administration, Accountancy
Jason Guan's BNY Mellon Experience June 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Richard Fazio Jr. Richard Fazio Jr.'s BNY Mellon Experience June 2008 - August 2008
Job Bergen County Prosecutor's Office
Industry Law Enforcement
Experience
Bergen County Prosecutor's Office January 2014 - Present
CBS Sports October 2011 - March 2013
Duggan Middle School September 2009 - December 2009
BNY Mellon June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, OS X, Windows, PowerPoint, Time Management, Windows 7, Access, Teamwork, Data Entry, Computer Hardware, System Administration, Troubleshooting, Facebook, Research, Networking, Customer Service, Social Networking, Computer Security, Telephone Skills, Network Administration, Data Analysis, Programming, Security, Public Speaking, Operating Systems, Social Media, Linux, SAP, Microsoft Office 2007, Team-oriented, Outlook, Windows XP, Team Leadership, Analysis, Statistics, Internet Explorer, Physical Security, Peer Mentoring, Organized Multi-tasker, Lotus Notes, Leadership, Accounting
Education
University of New Haven 2011 — 2013
Master of Science (M.S.), Forensic Computer Investigation
Western New England University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice
Bergen County Prosecutor's Office January 2014 - Present
CBS Sports October 2011 - March 2013
Duggan Middle School September 2009 - December 2009
BNY Mellon June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, OS X, Windows, PowerPoint, Time Management, Windows 7, Access, Teamwork, Data Entry, Computer Hardware, System Administration, Troubleshooting, Facebook, Research, Networking, Customer Service, Social Networking, Computer Security, Telephone Skills, Network Administration, Data Analysis, Programming, Security, Public Speaking, Operating Systems, Social Media, Linux, SAP, Microsoft Office 2007, Team-oriented, Outlook, Windows XP, Team Leadership, Analysis, Statistics, Internet Explorer, Physical Security, Peer Mentoring, Organized Multi-tasker, Lotus Notes, Leadership, Accounting
Education
University of New Haven 2011 — 2013
Master of Science (M.S.), Forensic Computer Investigation
Western New England University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice
Christopher Breone Moxley Christopher Breone Moxley's BNY Mellon Experience April 2004 - November 2005
Job Privacy Compliance Associate, CIPP/US, at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
CHASF Alumni 2003 - 2015
TIAA-CREF March 2008 - May 2012
TIAA-CREF December 2006 - March 2008
TIAA-CREF November 2005 - December 2006
BNY Mellon April 2004 - November 2005
Northwestern Mutual November 2003 - April 2004
Skills
Customer Retention, Financial Analysis, Strategic Financial..., Risk Management, Business Development, Employee Training, Continuous Improvement, Performance Improvement, Program Management, Sales, Leadership, Call Centers, Financial Services, Wealth Management, Process Improvement, Retirement, Customer Service, Securities, Insurance, Data Privacy, PII, IAPP, Identity Theft, Red Flags, Suspicious Activity, Fraud Detection, Corporate Fraud..., Insurance Fraud, Series 63, FINRA, Series 6, Banking, Pensions, Licensed Life & Health..., Portfolio Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, International Business/Spanish
Universidad de Veritas (San Jose, Costa Rica) 2001 — 2001
N/A, Spanish
TIAA-CREF May 2012 - Present
CHASF Alumni 2003 - 2015
TIAA-CREF March 2008 - May 2012
TIAA-CREF December 2006 - March 2008
TIAA-CREF November 2005 - December 2006
BNY Mellon April 2004 - November 2005
Northwestern Mutual November 2003 - April 2004
Skills
Customer Retention, Financial Analysis, Strategic Financial..., Risk Management, Business Development, Employee Training, Continuous Improvement, Performance Improvement, Program Management, Sales, Leadership, Call Centers, Financial Services, Wealth Management, Process Improvement, Retirement, Customer Service, Securities, Insurance, Data Privacy, PII, IAPP, Identity Theft, Red Flags, Suspicious Activity, Fraud Detection, Corporate Fraud..., Insurance Fraud, Series 63, FINRA, Series 6, Banking, Pensions, Licensed Life & Health..., Portfolio Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, International Business/Spanish
Universidad de Veritas (San Jose, Costa Rica) 2001 — 2001
N/A, Spanish
John Stout's BNY Mellon Experience January 2012 - September 2013
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
BNY Mellon January 2012 - September 2013
BNY Mellon January 2011 - December 2011
BNY Mellon August 2007 - December 2010
Skills
Excel, Microsoft Word, Microsoft Office, Bloomberg, Wall Street Office, DTC, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Cash Flow Forecasting, Asset Managment, Portfolio Management, Fixed Income, Structured Finance, Client Service, Account Reconciliation, Cash Management, Corporate Finance, ABS, CDO, CMBS, MBS, CLO, CDS, Internal Compliance, Trade Compliance, Trade Settlement, Structured Products, Securities, Bonds, Derivatives, Interest Rate Swaps, Swaps, Trust Services, Corporate Trust, Corporate Actions, Dodd-Frank, Due Diligence, Fiduciary, Middle Office, Securitization, Spanish-speaking
Education
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Spanish, International Relations (Business)
Guggenheim Partners October 2013 - Present
BNY Mellon January 2012 - September 2013
BNY Mellon January 2011 - December 2011
BNY Mellon August 2007 - December 2010
Skills
Excel, Microsoft Word, Microsoft Office, Bloomberg, Wall Street Office, DTC, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Cash Flow Forecasting, Asset Managment, Portfolio Management, Fixed Income, Structured Finance, Client Service, Account Reconciliation, Cash Management, Corporate Finance, ABS, CDO, CMBS, MBS, CLO, CDS, Internal Compliance, Trade Compliance, Trade Settlement, Structured Products, Securities, Bonds, Derivatives, Interest Rate Swaps, Swaps, Trust Services, Corporate Trust, Corporate Actions, Dodd-Frank, Due Diligence, Fiduciary, Middle Office, Securitization, Spanish-speaking
Education
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Spanish, International Relations (Business)
Samantha Mather Samantha Mather's BNY Mellon Experience June 2006 - October 2007
Job Growth Leader | Transformational Change | Product Innovation | Team Builder & Coach
Industry Financial Services
Experience
Dollar Financial Group - a Lone Star Funds Portfolio Company August 2013 - Present
ANZ July 2012 - August 2013
Career Sabbatical June 2010 - June 2012
Bank of America March 2009 - April 2010
Bank of America July 2008 - March 2009
Bank of America October 2007 - July 2008
BNY Mellon June 2006 - October 2007
Bank of America May 2005 - June 2006
Bank of America June 2004 - May 2005
Bank of America April 2003 - June 2004
Skills
Analysis, Business Planning, Banking, Business Strategy, Financial Services, Leadership, Management, Process Improvement, Product Management, Project Planning, Risk Management, Strategy, Training, Portfolio Management, Finance, Business Analysis, Program Management, Integration
Education
The University of North Carolina at
Bachelor of Science, Business Administration; Marketing
University of North Carolina at Charlotte
Bachelor of Science (BS), Business Administration and Management, General
Dollar Financial Group - a Lone Star Funds Portfolio Company August 2013 - Present
ANZ July 2012 - August 2013
Career Sabbatical June 2010 - June 2012
Bank of America March 2009 - April 2010
Bank of America July 2008 - March 2009
Bank of America October 2007 - July 2008
BNY Mellon June 2006 - October 2007
Bank of America May 2005 - June 2006
Bank of America June 2004 - May 2005
Bank of America April 2003 - June 2004
Skills
Analysis, Business Planning, Banking, Business Strategy, Financial Services, Leadership, Management, Process Improvement, Product Management, Project Planning, Risk Management, Strategy, Training, Portfolio Management, Finance, Business Analysis, Program Management, Integration
Education
The University of North Carolina at
Bachelor of Science, Business Administration; Marketing
University of North Carolina at Charlotte
Bachelor of Science (BS), Business Administration and Management, General
Robert Maiello Robert Maiello's BNY Mellon Experience May 2013 - August 2013
Job Data Analyst at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC December 2014 - Present
University of Miami April 2012 - May 2014
University of Miami August 2010 - May 2014
BNY Mellon May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, SharePoint, Visual Basic, Spanish, Financial Analysis, Social Media, Data Analysis, Leadership, Social Networking, Teamwork
Education
University of Miami 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
University of Miami - School of Business 2010 — 2014
Lord, Abbett & Co. LLC December 2014 - Present
University of Miami April 2012 - May 2014
University of Miami August 2010 - May 2014
BNY Mellon May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, SharePoint, Visual Basic, Spanish, Financial Analysis, Social Media, Data Analysis, Leadership, Social Networking, Teamwork
Education
University of Miami 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
University of Miami - School of Business 2010 — 2014
Deandrea Woods, CPA Deandrea Woods, CPA's BNY Mellon Experience December 2014 - Present
Job Financial Controller
Industry Banking
Experience
BNY Mellon December 2014 - Present
Orphans' Futures Alliance November 2012 - Present
RGP June 2014 - December 2014
National Australia Bank November 2006 - November 2013
Citi May 2006 - November 2006
NAI, INC.•HOMESIDE LENDING, INC. April 2003 - May 2006
NAI, INC.•HOMESIDE LENDING, INC. September 2001 - April 2003
NAI, INC.•HOMESIDE LENDING, INC. April 2000 - September 2001
Winn-Dixie February 1998 - April 2000
Skills
Project planning and..., Business Process..., Kaizen, SAP, Accounting, Accounts Payable, Account Reconciliation, Variance Analysis, Financial Analysis, Finance, Financial Reporting, Internal Controls, GAAP, Budgets, Financial Accounting, Financial Audits, Internal Audit, Auditing, Due Diligence, Corporate Finance, CPA, General Ledger
Education
University of North Florida
MBA, Accounting Concentration
University of Missouri-Columbia
BS, Accountancy
BNY Mellon December 2014 - Present
Orphans' Futures Alliance November 2012 - Present
RGP June 2014 - December 2014
National Australia Bank November 2006 - November 2013
Citi May 2006 - November 2006
NAI, INC.•HOMESIDE LENDING, INC. April 2003 - May 2006
NAI, INC.•HOMESIDE LENDING, INC. September 2001 - April 2003
NAI, INC.•HOMESIDE LENDING, INC. April 2000 - September 2001
Winn-Dixie February 1998 - April 2000
Skills
Project planning and..., Business Process..., Kaizen, SAP, Accounting, Accounts Payable, Account Reconciliation, Variance Analysis, Financial Analysis, Finance, Financial Reporting, Internal Controls, GAAP, Budgets, Financial Accounting, Financial Audits, Internal Audit, Auditing, Due Diligence, Corporate Finance, CPA, General Ledger
Education
University of North Florida
MBA, Accounting Concentration
University of Missouri-Columbia
BS, Accountancy
Molly Hughes Molly Hughes's BNY Mellon Experience June 2007 - January 2009
Job Manager of Recruiting Operations at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2015 - Present
Cambridge Associates 2014 - 2015
Cambridge Associates 2013 - 2014
Cambridge Associates 2011 - 2013
Cambridge Associates 2010 - 2011
Diversified Staffing Group August 2009 - August 2010
BNY Mellon June 2007 - January 2009
Skills
Recruiting, Interviews, Human Resources, Sourcing, New Hire Orientations, Job Descriptions, Interview Preparation, Screening, Social Media, Applicant Tracking..., Management, International..., Sourcing Candidates, Personnel Management, Hiring, HRIS, Employee Benefits, HR Policies, Behavioral Interviewing, Campus Recruiting, Salary Negotiations, Learning and Talent..., Temporary Placement, Microsoft Excel
Education
University of New Hampshire 2003 — 2007
BA, Communications, Sociology
Marblehead High School 1999 — 2003
Cambridge Associates June 2015 - Present
Cambridge Associates 2014 - 2015
Cambridge Associates 2013 - 2014
Cambridge Associates 2011 - 2013
Cambridge Associates 2010 - 2011
Diversified Staffing Group August 2009 - August 2010
BNY Mellon June 2007 - January 2009
Skills
Recruiting, Interviews, Human Resources, Sourcing, New Hire Orientations, Job Descriptions, Interview Preparation, Screening, Social Media, Applicant Tracking..., Management, International..., Sourcing Candidates, Personnel Management, Hiring, HRIS, Employee Benefits, HR Policies, Behavioral Interviewing, Campus Recruiting, Salary Negotiations, Learning and Talent..., Temporary Placement, Microsoft Excel
Education
University of New Hampshire 2003 — 2007
BA, Communications, Sociology
Marblehead High School 1999 — 2003
Joe Mueller's BNY Mellon Experience June 2013 - August 2013
Job CoFounder and CEO at Sessa Inc.
Industry Financial Services
Experience
Sessa Inc. November 2014 - Present
Eze Software Group February 2015 - June 2015
Securities Research Company June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Boys and Girls Club of Dorchester June 2012 - August 2012
Life Time Fitness June 2010 - August 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Management, Advertising, PowerPoint, Research, Sales, Nonprofits, Blogging, Strategic Partnerships, Entrepreneurship
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor's Degree, Finance Major; Catholic Social Teaching Minor
Chattahoochee High School 2007 — 2011
Sessa Inc. November 2014 - Present
Eze Software Group February 2015 - June 2015
Securities Research Company June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Boys and Girls Club of Dorchester June 2012 - August 2012
Life Time Fitness June 2010 - August 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Management, Advertising, PowerPoint, Research, Sales, Nonprofits, Blogging, Strategic Partnerships, Entrepreneurship
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor's Degree, Finance Major; Catholic Social Teaching Minor
Chattahoochee High School 2007 — 2011
Jordan Daly's BNY Mellon Experience May 2015 - Present
Job Account Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Dunkin' Donuts September 2012 - May 2015
Dunkin' Brands May 2013 - January 2015
University of New Hampshire Health Services September 2014 - December 2014
Pilgrim Consolidations December 2012 - December 2013
Prisco's Market and Deli April 2009 - May 2013
Skills
Customer Service, Microsoft Office, Word, Excel, PowerPoint, Communication, Organization, Project Management, Software Project..., Flexibility, Works well in a team, Takes Direction Well, Delegation, Fierce Conversations, Analysis, Time Management, Customer Satisfaction, Teamwork, Telephone Skills, Training, Hospitality, Food Preparation, Food, Coffee, Food Service Sanitation, Food Safety, Social Networking, Goal Oriented, Team-oriented, Office Administration, Microsoft Excel, Microsoft Word
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Business Administration - Finance; EcoGastronomy, Hospitality Management
Groupe ESC Dijon Bourgogne (Burgundy School of Business) 2014 — 2014
Dual Major, EcoGastronomy
BNY Mellon May 2015 - Present
Dunkin' Donuts September 2012 - May 2015
Dunkin' Brands May 2013 - January 2015
University of New Hampshire Health Services September 2014 - December 2014
Pilgrim Consolidations December 2012 - December 2013
Prisco's Market and Deli April 2009 - May 2013
Skills
Customer Service, Microsoft Office, Word, Excel, PowerPoint, Communication, Organization, Project Management, Software Project..., Flexibility, Works well in a team, Takes Direction Well, Delegation, Fierce Conversations, Analysis, Time Management, Customer Satisfaction, Teamwork, Telephone Skills, Training, Hospitality, Food Preparation, Food, Coffee, Food Service Sanitation, Food Safety, Social Networking, Goal Oriented, Team-oriented, Office Administration, Microsoft Excel, Microsoft Word
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Business Administration - Finance; EcoGastronomy, Hospitality Management
Groupe ESC Dijon Bourgogne (Burgundy School of Business) 2014 — 2014
Dual Major, EcoGastronomy
Frederick J. Bailey's BNY Mellon Experience January 2000 - April 2001
Job Managing Director at FTSE
Industry Capital Markets
Experience
FTSE January 2014 - July 2015
Citigroup January 2011 - July 2013
BNY ConvergEx February 2004 - December 2010
Ambac April 2001 - February 2004
BNY Mellon January 2000 - April 2001
Investment Performance Services, LLC February 1999 - December 1999
UBS Investment Bank April 1984 - April 1995
City of Burlington March 1982 - March 1986
Merrill Lynch January 1982 - April 1984
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Series 63, Securities, Asset Managment, Investments, Capital Markets, Portfolio Management, Derivatives, Trading, Private Equity, Financial Markets, Municipal Bonds, Public Sector, Cash Management, Public Sector Financial..., Fixed Income Portfolio..., Interest Rate..., Equity Derivatives, Index Options, Options Strategies, Interest Rate Swaps, Municipal Politics, Municipal Management, Local Government, State Government, Political Campaigns, Mutual Funds, Asset Allocation, Electronic Trading, Investment Strategies, Bloomberg, Asset Management, Investment Management, Trading Systems, Investment Banking, Structured Products, Options, Financial Services, Bonds, Equity Trading, FX Options, Wealth Management, Consultants, ETFs, Emerging Markets, Finance
Education
University of New Hampshire 1975 — 1978
BA, Political Science/Economics
FTSE January 2014 - July 2015
Citigroup January 2011 - July 2013
BNY ConvergEx February 2004 - December 2010
Ambac April 2001 - February 2004
BNY Mellon January 2000 - April 2001
Investment Performance Services, LLC February 1999 - December 1999
UBS Investment Bank April 1984 - April 1995
City of Burlington March 1982 - March 1986
Merrill Lynch January 1982 - April 1984
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Series 63, Securities, Asset Managment, Investments, Capital Markets, Portfolio Management, Derivatives, Trading, Private Equity, Financial Markets, Municipal Bonds, Public Sector, Cash Management, Public Sector Financial..., Fixed Income Portfolio..., Interest Rate..., Equity Derivatives, Index Options, Options Strategies, Interest Rate Swaps, Municipal Politics, Municipal Management, Local Government, State Government, Political Campaigns, Mutual Funds, Asset Allocation, Electronic Trading, Investment Strategies, Bloomberg, Asset Management, Investment Management, Trading Systems, Investment Banking, Structured Products, Options, Financial Services, Bonds, Equity Trading, FX Options, Wealth Management, Consultants, ETFs, Emerging Markets, Finance
Education
University of New Hampshire 1975 — 1978
BA, Political Science/Economics
Thomas Porrazzo's BNY Mellon Experience May 2008 - August 2009
Job Associate at Gerspach Sikoscow LLP
Industry Law Practice
Experience
Gerspach Sikoscow LLP January 2015 - Present
Bruno, Gerbino & Soriano March 2014 - January 2015
Nassau County May 2012 - March 2014
Notre Dame Legal Aid Clinic January 2013 - July 2013
University of Notre Dame May 2011 - September 2011
Nassau Health Care Corporation May 2010 - August 2010
BNY Mellon May 2008 - August 2009
Education
University of Notre Dame Law School 2010 — 2013
J.D. Magna cum Laude, Law
University of Notre Dame 2006 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Gerspach Sikoscow LLP January 2015 - Present
Bruno, Gerbino & Soriano March 2014 - January 2015
Nassau County May 2012 - March 2014
Notre Dame Legal Aid Clinic January 2013 - July 2013
University of Notre Dame May 2011 - September 2011
Nassau Health Care Corporation May 2010 - August 2010
BNY Mellon May 2008 - August 2009
Education
University of Notre Dame Law School 2010 — 2013
J.D. Magna cum Laude, Law
University of Notre Dame 2006 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Anish Baweja Anish Baweja's BNY Mellon Experience May 2015 - Present
Job Summer Analyst at BNY Mellon, Credit Management and PMO Strategic Initiatives
Industry Investment Banking
Experience
BNY Mellon May 2015 - Present
Cribspot May 2014 - September 2014
Church Pension Group June 2014 - August 2014
Mathnasium - The Math Learning Center March 2013 - August 2013
Skills
Mathematics, Microsoft Office, Economics, Team Management, Organizational..., Team Leadership, Business, Data Analysis, Public Speaking, Teaching, Training, Teamwork, Leadership, Microsoft Excel, Statistics, Marketing, Research, PowerPoint, Tutoring
Education
University of Michigan 2013 — 2017
Applied Statistics Minor, Statistics
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Sophomore
North Brunswick 2009 — 2013
High School Diploma
BNY Mellon May 2015 - Present
Cribspot May 2014 - September 2014
Church Pension Group June 2014 - August 2014
Mathnasium - The Math Learning Center March 2013 - August 2013
Skills
Mathematics, Microsoft Office, Economics, Team Management, Organizational..., Team Leadership, Business, Data Analysis, Public Speaking, Teaching, Training, Teamwork, Leadership, Microsoft Excel, Statistics, Marketing, Research, PowerPoint, Tutoring
Education
University of Michigan 2013 — 2017
Applied Statistics Minor, Statistics
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Sophomore
North Brunswick 2009 — 2013
High School Diploma
Andrew Bamberg Andrew Bamberg's BNY Mellon Experience June 2008 - September 2011
Job Officer Compliance Trade Cost Analysis at State Street Global Advisors
Industry Capital Markets
Experience
State Street April 2015 - Present
Alpari US, LLC October 2011 - March 2015
BNY Mellon June 2008 - September 2011
United Global Markets May 2007 - September 2007
Skills
Derivatives, Currency, Trading Systems, Hedge Funds, Financial Markets, FX Options, FX trading, Options, Trading, Commodity
Education
University of Miami 2004 — 2008
BA, Finance
Wilmington High School
State Street April 2015 - Present
Alpari US, LLC October 2011 - March 2015
BNY Mellon June 2008 - September 2011
United Global Markets May 2007 - September 2007
Skills
Derivatives, Currency, Trading Systems, Hedge Funds, Financial Markets, FX Options, FX trading, Options, Trading, Commodity
Education
University of Miami 2004 — 2008
BA, Finance
Wilmington High School
Maxine Dotseth's BNY Mellon Experience June 2010 - June 2013
Job Senior Account Manager at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems March 2014 - Present
Women in Investing Philadelphia December 2012 - August 2014
BNY Mellon June 2010 - June 2013
BNY Mellon 2001 - 2010
BNY Mellon 1991 - 2001
SunGard 1989 - 1991
Interactive Data 1987 - 1989
Control Data Corporation March 1982 - April 1987
Skills
Institutional Sales, New Channel Development, Middle Office..., Team Leadership, Insurance Business..., Offshore Funds, Limited Partnerships, Registered Funds, Producing Manager, Insurance Business..., Foundations, Endowments, Pension Plans, Product Integration, Financial Institutions, Consultant Liaison, Board of Directors..., Sales Management, Change Management, Coaching, Team Mentoring, Global Client Management, Reinsurance Business..., Retirement Market, Asset Servicing, New Client Acquisitions, Business Development, Business Relationship..., Business Strategy, Marketing Strategy, Business Roundtables, Trade Shows, Sales Presentations, Product Development, Mutual Funds, Banking, Pension Funds, Fixed Income, Outsourcing, Asset Management, Management, Leadership, Product Management, Selling, Competitive Analysis, Finance, New Business Development, Asset, Business Planning, Securities
Education
University of Minnesota-Twin Cities
Bachelor of Applied Sciences, Law
SunGard Financial Systems March 2014 - Present
Women in Investing Philadelphia December 2012 - August 2014
BNY Mellon June 2010 - June 2013
BNY Mellon 2001 - 2010
BNY Mellon 1991 - 2001
SunGard 1989 - 1991
Interactive Data 1987 - 1989
Control Data Corporation March 1982 - April 1987
Skills
Institutional Sales, New Channel Development, Middle Office..., Team Leadership, Insurance Business..., Offshore Funds, Limited Partnerships, Registered Funds, Producing Manager, Insurance Business..., Foundations, Endowments, Pension Plans, Product Integration, Financial Institutions, Consultant Liaison, Board of Directors..., Sales Management, Change Management, Coaching, Team Mentoring, Global Client Management, Reinsurance Business..., Retirement Market, Asset Servicing, New Client Acquisitions, Business Development, Business Relationship..., Business Strategy, Marketing Strategy, Business Roundtables, Trade Shows, Sales Presentations, Product Development, Mutual Funds, Banking, Pension Funds, Fixed Income, Outsourcing, Asset Management, Management, Leadership, Product Management, Selling, Competitive Analysis, Finance, New Business Development, Asset, Business Planning, Securities
Education
University of Minnesota-Twin Cities
Bachelor of Applied Sciences, Law
Bill(Yilun) Ding Bill(Yilun) Ding's BNY Mellon Experience June 2015 - Present
Job Platinum Clients Management Intern, BNY Mellon
Industry Banking
Experience
BNY Mellon June 2015 - Present
The Wharton School May 2014 - Present
University of Pennsylvania October 2012 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Research, Data Analysis, Social Media, Leadership, Statistics, OnTime, Persuader, Teamwork, Management, Sales, Quantitative Research, TeamPlay, Spanish, Mandarin, Big Data, Communication
Education
University of Pennsylvania 2012 — 2016
Bachelor's degree, Hispanics Studies
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2011 — 2012
Mathematics
BOX HILL HIGH SCHOOL 2010 — 2012
BNY Mellon June 2015 - Present
The Wharton School May 2014 - Present
University of Pennsylvania October 2012 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Research, Data Analysis, Social Media, Leadership, Statistics, OnTime, Persuader, Teamwork, Management, Sales, Quantitative Research, TeamPlay, Spanish, Mandarin, Big Data, Communication
Education
University of Pennsylvania 2012 — 2016
Bachelor's degree, Hispanics Studies
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2011 — 2012
Mathematics
BOX HILL HIGH SCHOOL 2010 — 2012
Sajid Shaikh Sajid Shaikh's BNY Mellon Experience 2013 - Present
Job
Industry Financial Services
Experience
BNY Mellon 2013 - Present
Citi 2011 - 2013
JPMorgan Chase & Co. 2007 - 2011
JPMorgan Chase & Co. 2002 - 2006
Exxon Mobil Corp. 2001 - 2002
IBM Global Services 2000 - 2001
Skills
WebSphere Application..., WebSphere MQ, IBM HTTP Server, Apache, IIS, Tomcat, Siteminder, JBoss Application Server, Web Logic, SAML, DB2, SOA, Websphere, AIX, Unix, ITIL, Solaris, SDLC, IT Strategy, Disaster Recovery, Architecture, LDAP, Java, Enterprise Architecture, Performance Tuning, Weblogic, Solution Architecture, Unix Shell Scripting, High Availability, Middleware, WebSphere, WebLogic, IBM AIX
Education
University of Mumbai
Bachelor's Degree, Physics & Computer Science
BNY Mellon 2013 - Present
Citi 2011 - 2013
JPMorgan Chase & Co. 2007 - 2011
JPMorgan Chase & Co. 2002 - 2006
Exxon Mobil Corp. 2001 - 2002
IBM Global Services 2000 - 2001
Skills
WebSphere Application..., WebSphere MQ, IBM HTTP Server, Apache, IIS, Tomcat, Siteminder, JBoss Application Server, Web Logic, SAML, DB2, SOA, Websphere, AIX, Unix, ITIL, Solaris, SDLC, IT Strategy, Disaster Recovery, Architecture, LDAP, Java, Enterprise Architecture, Performance Tuning, Weblogic, Solution Architecture, Unix Shell Scripting, High Availability, Middleware, WebSphere, WebLogic, IBM AIX
Education
University of Mumbai
Bachelor's Degree, Physics & Computer Science
Ryan O'Neill Ryan O'Neill's BNY Mellon Experience September 2010 - July 2013
Job Investment Operations Team Leader at Loring, Wolcott & Coolidge Trust, LLC.
Industry Financial Services
Experience
Loring, Wolcott & Coolidge Trust, LLC. August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. July 2013 - August 2015
BNY Mellon September 2010 - July 2013
BNY Mellon June 2009 - September 2010
BNY Mellon October 2007 - June 2009
Skills
Bloomberg, Fund Accounting, Mutual Funds, Securities, Asset Management, Alternative Investments, Investments, Financial Reporting, Finance, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Financial Services, Wealth Management, Corporate Actions, Bonds, Fund Administration, Charles River IMS, Equities, Fixed Income
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
BS, Business Administration, Finance
Loring, Wolcott & Coolidge Trust, LLC. August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. July 2013 - August 2015
BNY Mellon September 2010 - July 2013
BNY Mellon June 2009 - September 2010
BNY Mellon October 2007 - June 2009
Skills
Bloomberg, Fund Accounting, Mutual Funds, Securities, Asset Management, Alternative Investments, Investments, Financial Reporting, Finance, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Financial Services, Wealth Management, Corporate Actions, Bonds, Fund Administration, Charles River IMS, Equities, Fixed Income
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
BS, Business Administration, Finance
Eileen Welch's BNY Mellon Experience May 2014 - August 2014
Job Student at the University of Notre Dame
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business September 2015 - Present
University of Notre Dame January 2015 - Present
Fidelity Investments June 2015 - August 2015
BNY Mellon May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Social Media, Outlook, Access
Education
University of Notre Dame 2012 — 2016
Finance, English
La Salle Academy 2008 — 2012
High School
The University of Notre Dame Mendoza College of Business September 2015 - Present
University of Notre Dame January 2015 - Present
Fidelity Investments June 2015 - August 2015
BNY Mellon May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Social Media, Outlook, Access
Education
University of Notre Dame 2012 — 2016
Finance, English
La Salle Academy 2008 — 2012
High School
mamady tonguino mamady tonguino's BNY Mellon Experience January 2009 - Present
Job Sales agent at Century 21 Bond Realty Inc
Industry Financial Services
Experience
Century 21 Bond Realty Inc November 2014 - Present
BNY Mellon January 2009 - Present
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Services, Management, Tax
Education
University of New Haven 2002 — 2006
Business Administration, Management and Operations
Century 21 Bond Realty Inc November 2014 - Present
BNY Mellon January 2009 - Present
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Services, Management, Tax
Education
University of New Haven 2002 — 2006
Business Administration, Management and Operations
Lendi Myrtolli Lendi Myrtolli's BNY Mellon Experience September 2012 - December 2014
Job Financial Analyst
Industry Accounting
Experience
JEA December 2014 - Present
BNY Mellon September 2012 - December 2014
Bank of America August 2012 - September 2012
Deutsche Bank May 2011 - July 2011
Skills
Investment Banking, Bloomberg, Equity Research, Credit Derivatives, Fixed Income, LBO, Equities, Derivatives, Equity Derivatives, Capital Markets, Special Situations, Valuation, High Yield, Structured Products, Prime Brokerage
Education
University of North Florida 2009 — 2012
Bachelor's degree, Investments Finance
Englewood High 2007 — 2008
JEA December 2014 - Present
BNY Mellon September 2012 - December 2014
Bank of America August 2012 - September 2012
Deutsche Bank May 2011 - July 2011
Skills
Investment Banking, Bloomberg, Equity Research, Credit Derivatives, Fixed Income, LBO, Equities, Derivatives, Equity Derivatives, Capital Markets, Special Situations, Valuation, High Yield, Structured Products, Prime Brokerage
Education
University of North Florida 2009 — 2012
Bachelor's degree, Investments Finance
Englewood High 2007 — 2008
Michael Fardy Michael Fardy's BNY Mellon Experience 2004 - 2005
Job FlexShares National Sales Manager
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Kendall Simon Kendall Simon's BNY Mellon Experience May 2014 - Present
Job MBA candidate at the University of Pittsburgh
Industry Oil & Energy
Experience
BNY Mellon May 2014 - Present
Global Peace Building Foundation January 2014 - Present
Sustainable Pittsburgh 2014 - 2014
Stallion Oilfield Services July 2009 - June 2013
Stallion Oilfield Services Developed a manual for multiple Electronic Billing servers and documente August 2008 - June 2009
Metroplex Control Systems February 2007 - July 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Office Management, Oil/Gas, Human Resources, Accounts Payable, System Administration, Supervisory Skills, Software Documentation, Natural Gas, Microsoft Word, Leadership, Payroll, Energy, Accounting, PowerPoint, Petroleum, Operations Management, Process Scheduler, Project Planning, Outlook, Budgets, Accounts Receivable, Training, Strategic Planning, Finance, Purchasing, Analysis, CRM, Employee Relations, Contract Management
Education
Universtiy of Pittsburgh 2013 — 2015
Master of Business Administration (M.B.A.)
University of Mississippi 2003 — 2007
BA, English, Political Science
BNY Mellon May 2014 - Present
Global Peace Building Foundation January 2014 - Present
Sustainable Pittsburgh 2014 - 2014
Stallion Oilfield Services July 2009 - June 2013
Stallion Oilfield Services Developed a manual for multiple Electronic Billing servers and documente August 2008 - June 2009
Metroplex Control Systems February 2007 - July 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Office Management, Oil/Gas, Human Resources, Accounts Payable, System Administration, Supervisory Skills, Software Documentation, Natural Gas, Microsoft Word, Leadership, Payroll, Energy, Accounting, PowerPoint, Petroleum, Operations Management, Process Scheduler, Project Planning, Outlook, Budgets, Accounts Receivable, Training, Strategic Planning, Finance, Purchasing, Analysis, CRM, Employee Relations, Contract Management
Education
Universtiy of Pittsburgh 2013 — 2015
Master of Business Administration (M.B.A.)
University of Mississippi 2003 — 2007
BA, English, Political Science
Andre' Hawthorne's BNY Mellon Experience 2005 - 2010
Job Hiring Manager
Industry Financial Services
Experience
Laura Fisher & Associates November 2010 - Present
BNY Mellon 2005 - 2010
Skills
Marketing, Sales, Strategic Planning, Microsoft Office, Marketing Strategy, Sales Management, New Business Development, Project Management, Team Building, Leadership, Negotiation, Microsoft Excel, Product Development, Business Strategy, Public Speaking, Management, Training, Strategy, Account Management, Advertising, Microsoft Word, Customer Service
Education
University of North Carolina at Charlotte
Business Administration, Management and Operations
Laura Fisher & Associates November 2010 - Present
BNY Mellon 2005 - 2010
Skills
Marketing, Sales, Strategic Planning, Microsoft Office, Marketing Strategy, Sales Management, New Business Development, Project Management, Team Building, Leadership, Negotiation, Microsoft Excel, Product Development, Business Strategy, Public Speaking, Management, Training, Strategy, Account Management, Advertising, Microsoft Word, Customer Service
Education
University of North Carolina at Charlotte
Business Administration, Management and Operations
Janet (Constantin) Stuart Janet (Constantin) Stuart's BNY Mellon Experience 2008 - 2012
Job Investment Management
Industry Investment Management
Experience
BNY Mellon 2008 - 2012
Lehman Brothers 2006 - 2008
Smith Barney 2002 - 2006
Montgomery Securities 1999 - 2002
Education
Columbia Business School
MBA, Finance
University of New Hampshire
BS Computer Science
BNY Mellon 2008 - 2012
Lehman Brothers 2006 - 2008
Smith Barney 2002 - 2006
Montgomery Securities 1999 - 2002
Education
Columbia Business School
MBA, Finance
University of New Hampshire
BS Computer Science
Evan Vitale, CPA Evan Vitale, CPA's BNY Mellon Experience March 2015 - Present
Job Vice President, Team Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
BNY Mellon March 2013 - February 2015
BNY Mellon June 2010 - February 2013
Morgan Stanley June 2008 - August 2009
Skills
Alternative Investments, Derivatives, Hedge Funds, Asset Managment, Private Equity, Equities, Portfolio Management, US GAAP, Fixed Income, Financial Reporting, Trading Systems, Fund Accounting, Prime Brokerage, Asset Management, Bloomberg, Fund Administration, Securities, Investments, Wealth Management, Bloomberg Terminal, Fund Of Funds, Capital Markets, Investment Banking, Internal Controls, Valuation, Financial Services, CPA, Financial Modeling, Mutual Funds, Financial Analysis, Trading, Swaps, Corporate Finance, Financial Risk, Finance, Equity Derivatives, Due Diligence, Banking, Credit Derivatives, Management, Microsoft Excel, Accounting
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Accounting and Business Law
BNY Mellon March 2015 - Present
BNY Mellon March 2013 - February 2015
BNY Mellon June 2010 - February 2013
Morgan Stanley June 2008 - August 2009
Skills
Alternative Investments, Derivatives, Hedge Funds, Asset Managment, Private Equity, Equities, Portfolio Management, US GAAP, Fixed Income, Financial Reporting, Trading Systems, Fund Accounting, Prime Brokerage, Asset Management, Bloomberg, Fund Administration, Securities, Investments, Wealth Management, Bloomberg Terminal, Fund Of Funds, Capital Markets, Investment Banking, Internal Controls, Valuation, Financial Services, CPA, Financial Modeling, Mutual Funds, Financial Analysis, Trading, Swaps, Corporate Finance, Financial Risk, Finance, Equity Derivatives, Due Diligence, Banking, Credit Derivatives, Management, Microsoft Excel, Accounting
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Accounting and Business Law
Murad S. Shah Murad S. Shah's BNY Mellon Experience January 2002 - December 2003
Job Management Accounting | Financial Management | Retirement Outsourcing | Public Speaking | Six Sigma
Industry Outsourcing/Offshoring
Experience
Buck Consultants, A Xerox Company 2012 - Present
Xerox April 2011 - September 2012
ACS January 2004 - March 2011
BNY Mellon January 2002 - December 2003
Unifi Network (spin off of PwC's benefits outsourcing division) January 2001 - December 2001
PricewaterhouseCoopers October 1997 - December 2000
Mercer May 1995 - September 1997
State Street April 1994 - April 1995
BMO Harris Bank May 1987 - March 1994
Emitac October 1981 - December 1986
Skills
Leadership, Public Speaking, Building Relationships, Management Accounting, Managerial Finance, Relationship Management, Management, Six Sigma, Product Management, Analysis, Change Management, Team Leadership, Operations Management, Budgets, Cross-functional Team..., Product Development, Project Management, Team Building, Outsourcing, Business Process, Analytics, Business Analysis, Business Strategy, Enterprise Software, Finance, Financial Reporting, Process Improvement, Program Management, Strategy, Vendor Management, Financial Management, Book Reviews (Amazon), Member of Toastmasters, People Management, Employee Benefits, Training, Strategic Planning, Financial Analysis, Data Analysis, Account Management, Forecasting, Coaching
Education
Chartered Global Management Accountant
CGMA, Chartered Global Management Accountant
American Institute of Certified Public Accountants
CPA, Accounting
Chartered Institute of Management Accountants
ACMA, Management Accounting and Financial Management
Villanova University
Black Belt, Six Sigma
Villanova University
Green Belt, Six Sigma
University of Mumbai
M. Com, Management
University of Mumbai
B. Com, Accounting, Auditing
Buck Consultants, A Xerox Company 2012 - Present
Xerox April 2011 - September 2012
ACS January 2004 - March 2011
BNY Mellon January 2002 - December 2003
Unifi Network (spin off of PwC's benefits outsourcing division) January 2001 - December 2001
PricewaterhouseCoopers October 1997 - December 2000
Mercer May 1995 - September 1997
State Street April 1994 - April 1995
BMO Harris Bank May 1987 - March 1994
Emitac October 1981 - December 1986
Skills
Leadership, Public Speaking, Building Relationships, Management Accounting, Managerial Finance, Relationship Management, Management, Six Sigma, Product Management, Analysis, Change Management, Team Leadership, Operations Management, Budgets, Cross-functional Team..., Product Development, Project Management, Team Building, Outsourcing, Business Process, Analytics, Business Analysis, Business Strategy, Enterprise Software, Finance, Financial Reporting, Process Improvement, Program Management, Strategy, Vendor Management, Financial Management, Book Reviews (Amazon), Member of Toastmasters, People Management, Employee Benefits, Training, Strategic Planning, Financial Analysis, Data Analysis, Account Management, Forecasting, Coaching
Education
Chartered Global Management Accountant
CGMA, Chartered Global Management Accountant
American Institute of Certified Public Accountants
CPA, Accounting
Chartered Institute of Management Accountants
ACMA, Management Accounting and Financial Management
Villanova University
Black Belt, Six Sigma
Villanova University
Green Belt, Six Sigma
University of Mumbai
M. Com, Management
University of Mumbai
B. Com, Accounting, Auditing
Joshua Funt Joshua Funt's BNY Mellon Experience June 2011 - October 2014
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
BNY Mellon June 2011 - October 2014
Skills
PowerPoint, Liquidity Risk, Regulatory Capital, Interest Rate Risk..., CCAR, Fixed Income Portfolio..., BlackRock Aladdin, Bloomberg Terminal, Fixed Income, Financial Risk, Securities, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Economics
Credit Suisse October 2014 - Present
BNY Mellon June 2011 - October 2014
Skills
PowerPoint, Liquidity Risk, Regulatory Capital, Interest Rate Risk..., CCAR, Fixed Income Portfolio..., BlackRock Aladdin, Bloomberg Terminal, Fixed Income, Financial Risk, Securities, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Economics
Trevor Lee Trevor Lee's BNY Mellon Experience May 2011 - August 2011
Job Structured Credit Associate Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings January 2015 - Present
Fitch Ratings July 2012 - December 2014
BNY Mellon May 2011 - August 2011
Kings County District Attorneys Office June 2010 - August 2010
Scarsdale Recreation Department May 2009 - August 2009
Skills
Investments, Financial Analysis, PowerPoint, Financial Modeling, Derivatives, Microsoft Excel, Capital Markets, Microsoft Word, Analysis, Economics, Accounting, Credit
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Finance and Economics, Cum laude
Scarsdale High School 2004 — 2008
Fitch Ratings January 2015 - Present
Fitch Ratings July 2012 - December 2014
BNY Mellon May 2011 - August 2011
Kings County District Attorneys Office June 2010 - August 2010
Scarsdale Recreation Department May 2009 - August 2009
Skills
Investments, Financial Analysis, PowerPoint, Financial Modeling, Derivatives, Microsoft Excel, Capital Markets, Microsoft Word, Analysis, Economics, Accounting, Credit
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Finance and Economics, Cum laude
Scarsdale High School 2004 — 2008
Amit M's BNY Mellon Experience August 2011 - March 2012
Job Investment Professional
Industry Investment Management
Experience
Deutsche Bank April 2012 - Present
BNY Mellon August 2011 - March 2012
Wells Fargo 2009 - August 2011
Capital Group 2008 - 2009
Wachovia, A Wells Fargo Company 2006 - 2007
Marcus & Millichap 2005 - 2006
Skills
XML Schema, SQL, IBM iSeries, SWIFT, CFA, Financial Modeling, SAS, SAS/SQL, Capital Markets, Unix, Quality Center, Crystal Reports, Underwriting, Cash Flow Forecasting, SEPA, BACS, ACH, CRD, Misys, SWIFT payments, Risk Management, Business Analysis, Financial Services, Fixed Income, Portfolio Management, Valuation, Analysis, Derivatives, Data Analysis, Due Diligence
Education
University of North Texas 2003 — 2005
Master of Science (MS), Finance
CFA
Level III candidate
Deutsche Bank April 2012 - Present
BNY Mellon August 2011 - March 2012
Wells Fargo 2009 - August 2011
Capital Group 2008 - 2009
Wachovia, A Wells Fargo Company 2006 - 2007
Marcus & Millichap 2005 - 2006
Skills
XML Schema, SQL, IBM iSeries, SWIFT, CFA, Financial Modeling, SAS, SAS/SQL, Capital Markets, Unix, Quality Center, Crystal Reports, Underwriting, Cash Flow Forecasting, SEPA, BACS, ACH, CRD, Misys, SWIFT payments, Risk Management, Business Analysis, Financial Services, Fixed Income, Portfolio Management, Valuation, Analysis, Derivatives, Data Analysis, Due Diligence
Education
University of North Texas 2003 — 2005
Master of Science (MS), Finance
CFA
Level III candidate
Brendan Nedzi's BNY Mellon Experience 2003 - 2007
Job Sr. Risk Management Executive | Credit Portfolio Management | Capital Planning & Review (CapPR) | Stress Testing (CCAR)
Industry Financial Services
Experience
CIT 2009 - Present
Personal Consulting Firm 2007 - 2009
BNY Mellon 2003 - 2007
The Bank of New York 2002 - 2003
The Bank of New York 2001 - 2002
The Bank of New York 1992 - 2001
First Chicago 1986 - 1992
Skills
Financial Risk, Risk Management, Portfolio Management, Credit, Asset Management, Due Diligence, Management, Basel II, Restructuring, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Loans, Basel III
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA Master of Business Administration, Finance
University of Michigan 1979 — 1984
BGS Bachelor of General Studies, Economics and Computer Science focus
CIT 2009 - Present
Personal Consulting Firm 2007 - 2009
BNY Mellon 2003 - 2007
The Bank of New York 2002 - 2003
The Bank of New York 2001 - 2002
The Bank of New York 1992 - 2001
First Chicago 1986 - 1992
Skills
Financial Risk, Risk Management, Portfolio Management, Credit, Asset Management, Due Diligence, Management, Basel II, Restructuring, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Loans, Basel III
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA Master of Business Administration, Finance
University of Michigan 1979 — 1984
BGS Bachelor of General Studies, Economics and Computer Science focus
Michelle Piselli's BNY Mellon Experience June 2000 - Present
Job CARS Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2000 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BNY Mellon June 2000 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Stephen Driscoll, CFA's BNY Mellon Experience June 2013 - June 2014
Job Equity Trader at Polen Capital
Industry Investment Management
Experience
Polen Capital June 2014 - Present
BNY Mellon June 2013 - June 2014
John W. Henry & Co. August 2005 - December 2012
Putnam Investments 1999 - 2005
State Street Corp 1992 - 1999
Skills
Bloomberg, Securities, Investments, Derivatives, Trading, FX
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Melrose High School 1985 — 1987
Polen Capital June 2014 - Present
BNY Mellon June 2013 - June 2014
John W. Henry & Co. August 2005 - December 2012
Putnam Investments 1999 - 2005
State Street Corp 1992 - 1999
Skills
Bloomberg, Securities, Investments, Derivatives, Trading, FX
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Melrose High School 1985 — 1987
Narayan Iyengar's BNY Mellon Experience May 2011 - March 2012
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Solutions N Services, Inc. September 2014 - Present
CBS January 2014 - October 2014
AIG March 2012 - December 2013
BNY Mellon May 2011 - March 2012
Intact April 2009 - May 2011
AXA US May 2008 - April 2009
Morgan Stanley July 2005 - February 2008
AXA US April 2004 - June 2005
Skills
IT Project & Program..., Enterprise IT..., Vendor Management, IT Outsourcing, Business Strategy, Business Process..., Investment Banking, Leadership, Management, Project Management, Business Analysis, Risk Management
Education
University of Mumbai 1971 — 1975
Bachelor of Engineering (B.E.), Mechanical Engineering
Solutions N Services, Inc. September 2014 - Present
CBS January 2014 - October 2014
AIG March 2012 - December 2013
BNY Mellon May 2011 - March 2012
Intact April 2009 - May 2011
AXA US May 2008 - April 2009
Morgan Stanley July 2005 - February 2008
AXA US April 2004 - June 2005
Skills
IT Project & Program..., Enterprise IT..., Vendor Management, IT Outsourcing, Business Strategy, Business Process..., Investment Banking, Leadership, Management, Project Management, Business Analysis, Risk Management
Education
University of Mumbai 1971 — 1975
Bachelor of Engineering (B.E.), Mechanical Engineering
Kristen Kalinowski's BNY Mellon Experience December 2009 - Present
Job Vice President at BNY Mellon
Industry Accounting
Experience
BNY Mellon December 2009 - Present
pinnacle arbitrage compliance October 2006 - November 2009
Ernst & Young 1994 - 2006
Skills
Public Speaking, Microsoft Excel, Customer Service, Strategic Planning, Financial Analysis, Management, Marketing
Education
University of Mississippi 1990 — 1994
Bachelor of Accounting, Accounting
BNY Mellon December 2009 - Present
pinnacle arbitrage compliance October 2006 - November 2009
Ernst & Young 1994 - 2006
Skills
Public Speaking, Microsoft Excel, Customer Service, Strategic Planning, Financial Analysis, Management, Marketing
Education
University of Mississippi 1990 — 1994
Bachelor of Accounting, Accounting
Tina Gonzalez's BNY Mellon Experience 2000 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2000 - Present
Skills
Securities, Financial Services, Equities, Banking, Portfolio Management, Capital Markets, Corporate Finance, Management, Back Office, Structured Finance, Investment Banking, Series 7, FX Options, Investments, Bonds, Relationship Management, AML, Alternative Investments, Risk Management, Wealth Management
Education
University of North Florida 2000 — 2002
Bachelor of Arts (BA), History
BNY Mellon 2000 - Present
Skills
Securities, Financial Services, Equities, Banking, Portfolio Management, Capital Markets, Corporate Finance, Management, Back Office, Structured Finance, Investment Banking, Series 7, FX Options, Investments, Bonds, Relationship Management, AML, Alternative Investments, Risk Management, Wealth Management
Education
University of North Florida 2000 — 2002
Bachelor of Arts (BA), History
Gail Devine's BNY Mellon Experience 2010 - Present
Job Business Consultant at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon 2010 - Present
PNC Financial Services Group 2000 - 2010
Skills
Requirements Gathering, Business Analysis, Financial Services, Mutual Funds, SDLC, Business Requirements, User Acceptance Testing
Education
University of New Hampshire 1983 — 1987
BS
BNY Mellon 2010 - Present
PNC Financial Services Group 2000 - 2010
Skills
Requirements Gathering, Business Analysis, Financial Services, Mutual Funds, SDLC, Business Requirements, User Acceptance Testing
Education
University of New Hampshire 1983 — 1987
BS
Joseph Keenan's BNY Mellon Experience August 1985 - Present
Job Head of Sales and Relationship Management, Asset Manager and Sovereign Wealth Funds Segment for the Markets Group
Industry Banking
Experience
BNY Mellon August 1985 - Present
Skills
Mutual Funds, ETFs, Fund Administration, Global Custody, Relationship Management, Asset Managment, Securities Lending, Financial Services, Investments, Structured Products, Banking, Middle Office, Finance, Asset Management, Mergers & Acquisitions, Hedge Funds, Emerging Markets, Investment Management, Management, Portfolio Management, Bloomberg, Morningstar, Fixed Income, Trading, Options, Wealth Management, Financial Institutions, FX Options, Series 7, Series 63, Equity Trading, Back Office, Electronic Trading, Securities, Product Management, Derivatives, Financial Markets, Investment Banking, Bonds, Equity Derivatives, Trading Systems, Fund Of Funds, Investment Advisory, Pensions, Fund Accounting
Education
New York University - Leonard N. Stern School of Business 1989 — 1995
MBA, Finance
University of Michigan 1981 — 1985
1985, English Literature and Communication
The American School in London 1978 — 1981
Diploma
BNY Mellon August 1985 - Present
Skills
Mutual Funds, ETFs, Fund Administration, Global Custody, Relationship Management, Asset Managment, Securities Lending, Financial Services, Investments, Structured Products, Banking, Middle Office, Finance, Asset Management, Mergers & Acquisitions, Hedge Funds, Emerging Markets, Investment Management, Management, Portfolio Management, Bloomberg, Morningstar, Fixed Income, Trading, Options, Wealth Management, Financial Institutions, FX Options, Series 7, Series 63, Equity Trading, Back Office, Electronic Trading, Securities, Product Management, Derivatives, Financial Markets, Investment Banking, Bonds, Equity Derivatives, Trading Systems, Fund Of Funds, Investment Advisory, Pensions, Fund Accounting
Education
New York University - Leonard N. Stern School of Business 1989 — 1995
MBA, Finance
University of Michigan 1981 — 1985
1985, English Literature and Communication
The American School in London 1978 — 1981
Diploma
Rex Thai's BNY Mellon Experience April 2010 - December 2010
Job Reimbursement Coordinator at Advantage Reimbursement, LLC
Industry Insurance
Experience
Advantage Reimbursement, LLC July 2015 - Present
Advantage Reimbursement, LLC February 2015 - July 2015
TJ Maxx May 2014 - March 2015
MultiPlan April 2012 - March 2014
WellPoint May 2011 - January 2012
BNY Mellon April 2010 - December 2010
WellPoint December 2009 - April 2010
Skills
HTML, Web Design, Photoshop, Customer Service, Data Analysis, Microsoft Word, Data Entry, Social Networking, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Credentialing, Compliance, Account Reconciliation
Education
University of Massachusetts, Amherst 2005 — 2009
BBA, Finance & Operations Management
Advantage Reimbursement, LLC July 2015 - Present
Advantage Reimbursement, LLC February 2015 - July 2015
TJ Maxx May 2014 - March 2015
MultiPlan April 2012 - March 2014
WellPoint May 2011 - January 2012
BNY Mellon April 2010 - December 2010
WellPoint December 2009 - April 2010
Skills
HTML, Web Design, Photoshop, Customer Service, Data Analysis, Microsoft Word, Data Entry, Social Networking, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Credentialing, Compliance, Account Reconciliation
Education
University of Massachusetts, Amherst 2005 — 2009
BBA, Finance & Operations Management
Kimberly Ferrell's BNY Mellon Experience July 2014 - Present
Job Vice President/Asset Servicing at BNY Mellon
Industry Military
Experience
BNY Mellon July 2014 - Present
Consulate Health 2014 - 2014
Raytheon Corporation March 2011 - June 2013
JBT AeroTech September 2007 - March 2011
Invision Industries 2006 - 2006
Ford Motor Company 2002 - 2004
Ford Motor Company 2001 - 2002
Ford Motor Company 2000 - 2001
Ford Motor Company 1993 - 2000
General Dynamics Lands Systems Division 1990 - 1993
Skills
Six Sigma, Analysis, Process Improvement, Systems Engineering, Operations Management, Product Management, Engineering Management, Integration, Continuous Improvement, Engineering, Program Management, Lean Manufacturing, Manufacturing, Cross-functional Team..., Aerospace, Earned Value Management, Project Planning, Security Clearance, MS Project, Military, DoD, Quality Assurance, GD&T, Requirements Management, Root Cause Analysis, Value Stream Mapping, Defense, FMEA, Information Assurance, Configuration Management, Mechanical Engineering, Government Contracting, Navy, Proposal Writing, Air Force, Requirements Analysis, Command, Management, CMMI, PMP, Green Belt, Security, Defence, Procurement, Software Documentation, Risk Management, Leadership, Contract Management, Military Operations, Operational Planning
Education
University of Michigan
MS Industrial & Systems Engineering
University of Michigan
BS Software Engineering
BNY Mellon July 2014 - Present
Consulate Health 2014 - 2014
Raytheon Corporation March 2011 - June 2013
JBT AeroTech September 2007 - March 2011
Invision Industries 2006 - 2006
Ford Motor Company 2002 - 2004
Ford Motor Company 2001 - 2002
Ford Motor Company 2000 - 2001
Ford Motor Company 1993 - 2000
General Dynamics Lands Systems Division 1990 - 1993
Skills
Six Sigma, Analysis, Process Improvement, Systems Engineering, Operations Management, Product Management, Engineering Management, Integration, Continuous Improvement, Engineering, Program Management, Lean Manufacturing, Manufacturing, Cross-functional Team..., Aerospace, Earned Value Management, Project Planning, Security Clearance, MS Project, Military, DoD, Quality Assurance, GD&T, Requirements Management, Root Cause Analysis, Value Stream Mapping, Defense, FMEA, Information Assurance, Configuration Management, Mechanical Engineering, Government Contracting, Navy, Proposal Writing, Air Force, Requirements Analysis, Command, Management, CMMI, PMP, Green Belt, Security, Defence, Procurement, Software Documentation, Risk Management, Leadership, Contract Management, Military Operations, Operational Planning
Education
University of Michigan
MS Industrial & Systems Engineering
University of Michigan
BS Software Engineering
M Cabanillas Sheppard's BNY Mellon Experience March 2005 - July 2007
Job Manager of Financial Planning and Analysis at Allied Cash Holdings LLC
Industry Financial Services
Experience
Allied Cash Holdings LLC July 2007 - Present
BNY Mellon March 2005 - July 2007
Education
University of Miami 2007 — 2009
MBA
Allied Cash Holdings LLC July 2007 - Present
BNY Mellon March 2005 - July 2007
Education
University of Miami 2007 — 2009
MBA
Nery Zapata's BNY Mellon Experience January 2010 - Present
Job Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2010 - Present
Waddell & Reed March 2005 - November 2009
Skills
SAS, VBA, Data Analysis, Access, Statistics, Reporting & Analysis, Quantitative Analysis, Excel, Analysis, SPSS
Education
University of Missouri-Kansas City 2006 — 2007
Master, Mathematics and Statistics
BNY Mellon January 2010 - Present
Waddell & Reed March 2005 - November 2009
Skills
SAS, VBA, Data Analysis, Access, Statistics, Reporting & Analysis, Quantitative Analysis, Excel, Analysis, SPSS
Education
University of Missouri-Kansas City 2006 — 2007
Master, Mathematics and Statistics
Robert Sheehy's BNY Mellon Experience July 2010 - Present
Job Systems Director I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Information Servicing September 1999 - June 2010
EDS 1989 - 1999
EDS 1986 - 1989
Skills
PMP, Project Management, Software Project..., IT Management, Requirements Analysis, Requirements Gathering, Business Analysis, SDLC, Mutual Funds
Education
University of Notre Dame 1982 — 1986
BS, Math - Computing
Trinity High School 1979 — 1982
BNY Mellon July 2010 - Present
PNC Global Information Servicing September 1999 - June 2010
EDS 1989 - 1999
EDS 1986 - 1989
Skills
PMP, Project Management, Software Project..., IT Management, Requirements Analysis, Requirements Gathering, Business Analysis, SDLC, Mutual Funds
Education
University of Notre Dame 1982 — 1986
BS, Math - Computing
Trinity High School 1979 — 1982
Loren Kien's BNY Mellon Experience October 2010 - October 2014
Job SR Accounts Receivable Analyst
Industry Financial Services
Experience
CenturyLink October 2014 - Present
BNY Mellon October 2010 - October 2014
BNY Mellon September 2009 - October 2010
Skills
Access, Management, Training, Payments, Account Reconciliation, Financial Risk, Finance, Sales, Risk Management
Education
University of North Georgia 2005 — 2009
BBA, Finance
CenturyLink October 2014 - Present
BNY Mellon October 2010 - October 2014
BNY Mellon September 2009 - October 2010
Skills
Access, Management, Training, Payments, Account Reconciliation, Financial Risk, Finance, Sales, Risk Management
Education
University of North Georgia 2005 — 2009
BBA, Finance
Brenda Mills's BNY Mellon Experience December 2012 - Present
Job Senior Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
Bank of New York Mellon December 2007 - November 2013
Investors Bank & Trust August 2001 - November 2007
Pioneering Services Corporation January 1995 - December 2000
Skills
Financial Services, Mutual Funds, Relationship Management, Securities, Portfolio Management, Banking, Fixed Income, Investments, Equities, Credit, Client Services, Bloomberg, Series 7, Corporate Actions, Hedge Funds
Education
University of Miami
B.A., Sociology
BNY Mellon December 2012 - Present
Bank of New York Mellon December 2007 - November 2013
Investors Bank & Trust August 2001 - November 2007
Pioneering Services Corporation January 1995 - December 2000
Skills
Financial Services, Mutual Funds, Relationship Management, Securities, Portfolio Management, Banking, Fixed Income, Investments, Equities, Credit, Client Services, Bloomberg, Series 7, Corporate Actions, Hedge Funds
Education
University of Miami
B.A., Sociology
Osgood David's BNY Mellon Experience October 2008 - December 2010
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2013 - Present
J.P. Morgan December 2010 - March 2013
BNY Mellon October 2008 - December 2010
Seacoast National Bank 2003 - 2008
AssetMark Investment Services 1996 - 2002
Synovus Trust Company 1995 - 1996
First Union Capital Management Group 1991 - 1996
Smith Barney, Harris Upham & Company, Inc. 1986 - 1991
Skills
Wealth Management, Private Banking, Portfolio Management, Alternative Investments, Registered Investment..., Management, Investment Strategies
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics / Finance
U.S. Trust March 2013 - Present
J.P. Morgan December 2010 - March 2013
BNY Mellon October 2008 - December 2010
Seacoast National Bank 2003 - 2008
AssetMark Investment Services 1996 - 2002
Synovus Trust Company 1995 - 1996
First Union Capital Management Group 1991 - 1996
Smith Barney, Harris Upham & Company, Inc. 1986 - 1991
Skills
Wealth Management, Private Banking, Portfolio Management, Alternative Investments, Registered Investment..., Management, Investment Strategies
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics / Finance
Vishnu Kamatam's BNY Mellon Experience July 2010 - December 2011
Job Sr .Net Developer AIG Advisor Group
Industry Computer Software
Experience
AIG Advisor Group February 2012 - Present
BNY Mellon July 2010 - December 2011
Janney Montgomery Scott September 2009 - July 2010
Janney Montgomery Scott 2009 - 2010
motorola June 2008 - September 2009
Education
University of Northern Virginia 2007 — 2009
MS, Computer science
AIG Advisor Group February 2012 - Present
BNY Mellon July 2010 - December 2011
Janney Montgomery Scott September 2009 - July 2010
Janney Montgomery Scott 2009 - 2010
motorola June 2008 - September 2009
Education
University of Northern Virginia 2007 — 2009
MS, Computer science
Jeffrey Kuhn's BNY Mellon Experience 2000 - Present
Job Executive Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2000 - Present
The Chase Manhattan Bank January 1996 - December 1998
Education
University of Pennsylvania 1981 — 1983
MS, Energy Management Policy
University of Michigan 1977 — 1981
BS, Natural Resources Public Policy
BNY Mellon 2000 - Present
The Chase Manhattan Bank January 1996 - December 1998
Education
University of Pennsylvania 1981 — 1983
MS, Energy Management Policy
University of Michigan 1977 — 1981
BS, Natural Resources Public Policy
Charles Broff's BNY Mellon Experience August 1982 - June 2008
Job Mostly Retired/Sometimes Consultant
Industry Real Estate
Experience
Sometimes Consultant May 2014 - Present
Highmark May 2012 - May 2014
RJ Lee Group September 2009 - February 2011
National City Bank July 2008 - March 2009
BNY Mellon August 1982 - June 2008
Skills
Strategic Planning, Mergers, Process Improvement, Financial Modeling, Real Estate, Negotiation, Financial Analysis, Contract Negotiation, Problem Solving, Budgeting, Team Building, Due Diligence, Program Management, Business Strategy, Contract Management, Vendor Management, Change Management, Business Planning, Team Leadership, Contract Negotiations, Investment Properties, Management Consulting, Forecasting, Financial Management, Competitive Analysis, Mergers & Acquisitions, Budgets, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
University of Michigan 1971 — 1977
MS, Architecture
Sometimes Consultant May 2014 - Present
Highmark May 2012 - May 2014
RJ Lee Group September 2009 - February 2011
National City Bank July 2008 - March 2009
BNY Mellon August 1982 - June 2008
Skills
Strategic Planning, Mergers, Process Improvement, Financial Modeling, Real Estate, Negotiation, Financial Analysis, Contract Negotiation, Problem Solving, Budgeting, Team Building, Due Diligence, Program Management, Business Strategy, Contract Management, Vendor Management, Change Management, Business Planning, Team Leadership, Contract Negotiations, Investment Properties, Management Consulting, Forecasting, Financial Management, Competitive Analysis, Mergers & Acquisitions, Budgets, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
University of Michigan 1971 — 1977
MS, Architecture
Nancy Murphy's BNY Mellon Experience 1985 - 1990
Job Investor Relations, Principal at Elan Advisors
Industry Computer Software
Experience
Elan Advisors May 2015 - Present
Fidelity National Information Services January 2014 - November 2014
Lender Processing Services, Inc. (LPS) November 2011 - January 2014
Stein Mart September 2010 - October 2011
Providian Financial 1994 - 2002
Westpac 1991 - 1993
BNY Mellon 1985 - 1990
Skills
Investor Relations, Communication Training, Corporate Communications, Customer Service, Strategic Communications, Public Relations, Management, Treasury, New Business Development, Finance, Crisis Communications, Relationship Management, Portfolio Management, Strategy, Financial Services
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration
Elan Advisors May 2015 - Present
Fidelity National Information Services January 2014 - November 2014
Lender Processing Services, Inc. (LPS) November 2011 - January 2014
Stein Mart September 2010 - October 2011
Providian Financial 1994 - 2002
Westpac 1991 - 1993
BNY Mellon 1985 - 1990
Skills
Investor Relations, Communication Training, Corporate Communications, Customer Service, Strategic Communications, Public Relations, Management, Treasury, New Business Development, Finance, Crisis Communications, Relationship Management, Portfolio Management, Strategy, Financial Services
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration
Rob Very's BNY Mellon Experience September 2009 - July 2012
Job Project Executive at Eagle Investment Systems
Industry Information Technology and Services
Experience
Eagle Investment Systems July 2012 - Present
BNY Mellon September 2009 - July 2012
Eagle Investment Systems July 2006 - September 2009
Bank of New York Mellon July 2003 - June 2006
Integrated Change June 1996 - June 2003
Federated Investors June 1991 - June 1996
Andersen Consulting June 1987 - June 1991
Education
University of Notre Dame 1983 — 1987
Bachelors, Business Administration and Accounting
Eagle Investment Systems July 2012 - Present
BNY Mellon September 2009 - July 2012
Eagle Investment Systems July 2006 - September 2009
Bank of New York Mellon July 2003 - June 2006
Integrated Change June 1996 - June 2003
Federated Investors June 1991 - June 1996
Andersen Consulting June 1987 - June 1991
Education
University of Notre Dame 1983 — 1987
Bachelors, Business Administration and Accounting
David Spann's BNY Mellon Experience April 2010 - Present
Job Technical Account Manager at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon April 2010 - Present
Prudent Consulting Group, LLC 2010 - 2010
CENTRO Business Source November 2008 - November 2009
American Funds Service Company November 1991 - October 2008
Skills
Data Migration, Management, Training, Business Analysis
Education
University of Phoenix 2010 — 2010
Master of Management, Management
University of North Texas 1986 — 1991
Bachelor of Business Administration, Business
BNY Mellon April 2010 - Present
Prudent Consulting Group, LLC 2010 - 2010
CENTRO Business Source November 2008 - November 2009
American Funds Service Company November 1991 - October 2008
Skills
Data Migration, Management, Training, Business Analysis
Education
University of Phoenix 2010 — 2010
Master of Management, Management
University of North Texas 1986 — 1991
Bachelor of Business Administration, Business
Pat Spellane's BNY Mellon Experience June 2012 - August 2012
Job Institutional Equity Sales at ISI Group
Industry Financial Services
Experience
ISI Group May 2013 - Present
University of Notre Dame August 2011 - May 2013
BNY Mellon June 2012 - August 2012
Willis Re September 2007 - 2011
RBS Greenwich Capital June 2007 - August 2007
Brunswick School August 2006 - June 2007
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance, Business Leadership
Williams College 2002 — 2006
BA, Art History
ISI Group May 2013 - Present
University of Notre Dame August 2011 - May 2013
BNY Mellon June 2012 - August 2012
Willis Re September 2007 - 2011
RBS Greenwich Capital June 2007 - August 2007
Brunswick School August 2006 - June 2007
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance, Business Leadership
Williams College 2002 — 2006
BA, Art History
brian ostopuck's BNY Mellon Experience January 2004 - December 2004
Job Store Advocate at Dollar Loan Center
Industry Financial Services
Experience
Dollar Loan Center October 2012 - Present
Ted Wiens Tire & Auto January 2006 - October 2012
BNY Mellon January 2004 - December 2004
HCA 1999 - 2004
Skills
Product Development, Contract Negotiation, Microsoft Office, Sales Management, Constant Contact, Project Management, Strategic Planning, Microsoft Excel, Change Management, Process Improvement, Customer Service, Project Planning, Program Management, Team Building
Education
UNLV 2002 — 2004
Bachelor's degree, Finance, General
csn 2001 — 2002
Associate's degree, Finance, General
Dollar Loan Center October 2012 - Present
Ted Wiens Tire & Auto January 2006 - October 2012
BNY Mellon January 2004 - December 2004
HCA 1999 - 2004
Skills
Product Development, Contract Negotiation, Microsoft Office, Sales Management, Constant Contact, Project Management, Strategic Planning, Microsoft Excel, Change Management, Process Improvement, Customer Service, Project Planning, Program Management, Team Building
Education
UNLV 2002 — 2004
Bachelor's degree, Finance, General
csn 2001 — 2002
Associate's degree, Finance, General
Stephen Grimm's BNY Mellon Experience August 2006 - September 2007
Job Investment Strategist
Industry Investment Management
Experience
U.S. Trust August 2007 - July 2014
BNY Mellon August 2006 - September 2007
First American Trust, FSB 2000 - 2006
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Investment Management, Alternative Investments
Education
University of Michigan
U.S. Trust August 2007 - July 2014
BNY Mellon August 2006 - September 2007
First American Trust, FSB 2000 - 2006
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Investment Management, Alternative Investments
Education
University of Michigan
Bret Basilone's BNY Mellon Experience June 2013 - August 2013
Job Associate at Martin Investment Management
Industry Investment Management
Experience
Martin Investment Management, LLC July 2014 - Present
BNY Mellon June 2013 - August 2013
University of Notre Dame Athletic Department August 2012 - March 2013
Management Science Associates May 2012 - August 2012
Skills
Accounting, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Bloomberg, Financial Analysis, Financial Modeling, Market Research, Portfolio Management, Asset Allocation, Equities, Fixed Income, Public Speaking, Customer Service, Adobe Creative Suite, Social Media, Sports Management
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration, Accountancy, Senior
Springdale Jr-Sr High School 2007 — 2010
Martin Investment Management, LLC July 2014 - Present
BNY Mellon June 2013 - August 2013
University of Notre Dame Athletic Department August 2012 - March 2013
Management Science Associates May 2012 - August 2012
Skills
Accounting, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Bloomberg, Financial Analysis, Financial Modeling, Market Research, Portfolio Management, Asset Allocation, Equities, Fixed Income, Public Speaking, Customer Service, Adobe Creative Suite, Social Media, Sports Management
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration, Accountancy, Senior
Springdale Jr-Sr High School 2007 — 2010
Nimit Doshi's BNY Mellon Experience September 2012 - Present
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon September 2012 - Present
University of Pittsburgh - Joseph M. Katz GSB August 2011 - April 2013
BNY Mellon May 2012 - August 2012
PPG Industries January 2012 - April 2012
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Financial Analysis, Bloomberg Terminal, Investment Banking, Asset Management, Equities, Fixed Income, Microsoft Office, Equity Research Analysis, Valuation, Private Equity, Derivatives, Forecasting, Financial Services, DCF Valuation, Equity Derivatives, Business Valuation, Due Diligence, Capital Markets, Analysis, Risk Management, Financial Risk, Investment Management, Quantitative Analytics, Investments, Bloomberg, Asset Managment, Commercial Banking, Trading Strategies, Trading, Finance, Equity Research, Economics, Financial Markets, Equity Valuation, Hedge Funds, Alternative Investments, Banking, Emerging Markets, Mergers & Acquisitions, Quantitative Finance, Venture Capital, Credit Analysis, Options
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Finance
University of Mumbai 2004 — 2007
Bachelors, Finance and Accounts
Green Lawns High School 1990 — 2002
ICSE
CFA Institute
Finance
BNY Mellon September 2012 - Present
University of Pittsburgh - Joseph M. Katz GSB August 2011 - April 2013
BNY Mellon May 2012 - August 2012
PPG Industries January 2012 - April 2012
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Financial Analysis, Bloomberg Terminal, Investment Banking, Asset Management, Equities, Fixed Income, Microsoft Office, Equity Research Analysis, Valuation, Private Equity, Derivatives, Forecasting, Financial Services, DCF Valuation, Equity Derivatives, Business Valuation, Due Diligence, Capital Markets, Analysis, Risk Management, Financial Risk, Investment Management, Quantitative Analytics, Investments, Bloomberg, Asset Managment, Commercial Banking, Trading Strategies, Trading, Finance, Equity Research, Economics, Financial Markets, Equity Valuation, Hedge Funds, Alternative Investments, Banking, Emerging Markets, Mergers & Acquisitions, Quantitative Finance, Venture Capital, Credit Analysis, Options
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Finance
University of Mumbai 2004 — 2007
Bachelors, Finance and Accounts
Green Lawns High School 1990 — 2002
ICSE
CFA Institute
Finance
Brandi Barrow's BNY Mellon Experience September 2007 - Present
Job Account Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2007 - Present
Bank of New York Mellon 2007 - Present
Raymond James & Associates, Inc December 2005 - September 2007
Education
University of Michigan 2001 — 2005
Bachelor of Arts, Economics
BNY Mellon September 2007 - Present
Bank of New York Mellon 2007 - Present
Raymond James & Associates, Inc December 2005 - September 2007
Education
University of Michigan 2001 — 2005
Bachelor of Arts, Economics
Gregory Fierce's BNY Mellon Experience 1997 - 2001
Job Executive Vice President at Potomac Business Services, LLC
Industry Real Estate
Experience
Potomac Business Services, LLC May 2014 - Present
US Bank April 2012 - November 2013
Greenbear Capital LLP December 2010 - March 2012
Amalgamated Bank April 2007 - September 2010
Washinton Mutual March 2001 - May 2007
BNY Mellon 1997 - 2001
JPMorgan Chase April 1989 - May 1997
Skills
Loans, Asset Managment, Commercial Lending, Private Equity, Banking, Asset Management, Credit, Investment Banking, Real Estate Transactions, Equities, Credit Risk, Credit Analysis, Real Estate Economics, Corporate Finance, Commercial Banking, Valuation, Mortgage Lending, Real Estate, Financial Modeling, Financial Analysis, Capital Markets, Financial Risk, Portfolio Management, Financial Structuring, Loan Origination, Investment Advisory, Investment Properties, Real Estate Financing
Education
University of North Carolina at Chapel Hill
Master of Public Finance, Finance, Business, Public Administration
Potomac Business Services, LLC May 2014 - Present
US Bank April 2012 - November 2013
Greenbear Capital LLP December 2010 - March 2012
Amalgamated Bank April 2007 - September 2010
Washinton Mutual March 2001 - May 2007
BNY Mellon 1997 - 2001
JPMorgan Chase April 1989 - May 1997
Skills
Loans, Asset Managment, Commercial Lending, Private Equity, Banking, Asset Management, Credit, Investment Banking, Real Estate Transactions, Equities, Credit Risk, Credit Analysis, Real Estate Economics, Corporate Finance, Commercial Banking, Valuation, Mortgage Lending, Real Estate, Financial Modeling, Financial Analysis, Capital Markets, Financial Risk, Portfolio Management, Financial Structuring, Loan Origination, Investment Advisory, Investment Properties, Real Estate Financing
Education
University of North Carolina at Chapel Hill
Master of Public Finance, Finance, Business, Public Administration
Scott Hohenwarter's BNY Mellon Experience April 2007 - June 2008
Job Senior Consultant at Elliott Davis, LLC
Industry Capital Markets
Experience
Elliott Davis, LLC December 2011 - Present
Grandbridge Real Estate Capital June 2008 - December 2011
BNY Mellon April 2007 - June 2008
Education
UNC Charlotte 2009 — 2011
MBA, Business Finance
Millersville University of Pennsylvania 2003 — 2006
BSBA, Finance and Accounting Dual Major
Elliott Davis, LLC December 2011 - Present
Grandbridge Real Estate Capital June 2008 - December 2011
BNY Mellon April 2007 - June 2008
Education
UNC Charlotte 2009 — 2011
MBA, Business Finance
Millersville University of Pennsylvania 2003 — 2006
BSBA, Finance and Accounting Dual Major
Kate Gage's BNY Mellon Experience September 2012 - March 2013
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
Sanket Gurao's BNY Mellon Experience August 2010 - Present
Job System Engineer at Exultancy INC
Industry Information Technology and Services
Experience
Exultancy, Inc August 2010 - Present
BNY Mellon August 2010 - Present
Hexaware Technologies April 2011 - September 2011
Legg Mason April 2011 - June 2011
Northen Tru June 2010 - August 2010
Patni Computer Systems 2002 - 2010
Eagle Investment Systems August 2005 - March 2009
Procter & Gamble August 2004 - November 2004
Procter & Gamble June 2004 - August 2004
The Guardian Life Insurance Company of America September 2003 - April 2004
Skills
MES, Technical Support, WebSphere Application..., Release Management, Web Applications, UNIX Applications, Database Administration, Technical Documentation, Windows application..., Linux System..., Apache, https, SSL Certificates, Offshore Resource..., Onsite-Offshore..., Financial Applications, Application Deployment, Systems Analysis, Application..., Application Architecture
Education
SH JONDHALE POLYTECHNIC DOMBIVLI MUMBAI INDIA 1994 — 1998
Electrical, Electronics and Tele Communications Engineering
IES Raja Shivaji Dadar
Parle Tilak Vidyalaya Parle Mumbai
University of Mumbai
Exultancy, Inc August 2010 - Present
BNY Mellon August 2010 - Present
Hexaware Technologies April 2011 - September 2011
Legg Mason April 2011 - June 2011
Northen Tru June 2010 - August 2010
Patni Computer Systems 2002 - 2010
Eagle Investment Systems August 2005 - March 2009
Procter & Gamble August 2004 - November 2004
Procter & Gamble June 2004 - August 2004
The Guardian Life Insurance Company of America September 2003 - April 2004
Skills
MES, Technical Support, WebSphere Application..., Release Management, Web Applications, UNIX Applications, Database Administration, Technical Documentation, Windows application..., Linux System..., Apache, https, SSL Certificates, Offshore Resource..., Onsite-Offshore..., Financial Applications, Application Deployment, Systems Analysis, Application..., Application Architecture
Education
SH JONDHALE POLYTECHNIC DOMBIVLI MUMBAI INDIA 1994 — 1998
Electrical, Electronics and Tele Communications Engineering
IES Raja Shivaji Dadar
Parle Tilak Vidyalaya Parle Mumbai
University of Mumbai
Jeffrey Kuhn's BNY Mellon Experience January 2000 - Present
Job
Industry Banking
Experience
BNY Mellon January 2000 - Present
BNY Mellon 1999 - 2013
Skills
Strategy, Risk Management, Program Management, Continuous Improvement, Financial Services, Banking, Process Improvement, Hedge Funds, Management, Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Securities
Education
University of Pennsylvania 1981 — 1983
Masters of Science, Energy Management and Public Policy
University of Michigan 1977 — 1981
Bachelor of Science (BS), Environmental Public Policy Analysis
BNY Mellon January 2000 - Present
BNY Mellon 1999 - 2013
Skills
Strategy, Risk Management, Program Management, Continuous Improvement, Financial Services, Banking, Process Improvement, Hedge Funds, Management, Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Securities
Education
University of Pennsylvania 1981 — 1983
Masters of Science, Energy Management and Public Policy
University of Michigan 1977 — 1981
Bachelor of Science (BS), Environmental Public Policy Analysis
Brennan McCarthy's BNY Mellon Experience October 2012 - Present
Job Restaurants Professional
Industry Banking
Experience
BNY Mellon October 2012 - Present
Education
University of North Florida 2007 — 2012
Bachelor's Degree, Finance, General
BNY Mellon October 2012 - Present
Education
University of North Florida 2007 — 2012
Bachelor's Degree, Finance, General
Charles Felix's BNY Mellon Experience July 1994 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 1994 - Present
New Heritage Bank 1988 - 1992
Skills
Fixed Income, Bloomberg, Capital Markets, Securities, Investments, Bonds, Mutual Funds, Structured Products, Trading, Investment Management, ABS
Education
University of New Hampshire 1979 — 1983
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
BNY Mellon July 1994 - Present
New Heritage Bank 1988 - 1992
Skills
Fixed Income, Bloomberg, Capital Markets, Securities, Investments, Bonds, Mutual Funds, Structured Products, Trading, Investment Management, ABS
Education
University of New Hampshire 1979 — 1983
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Archana Menon's BNY Mellon Experience October 2012 - January 2013
Job Research Associate Corporate Social Responsibility
Industry International Affairs
Experience
University of Pittsburgh October 2013 - Present
Just Harvest January 2013 - April 2013
BNY Mellon October 2012 - January 2013
BNY Mellon June 2011 - August 2011
Bennett, Coleman and Co. Ltd. (Times Group) October 2006 - October 2007
Skills
Corporate Social..., Economics, Analysis, Policy Analysis, Sustainability, Sustainable Development, Development Economics, International Public..., International Political..., Statistics, Market Research, Environmental Economics, Sustainability Reporting, Gender Studies, Qualitative Research, Marketing Strategy, InDesign, Microsoft Office, Statistical Data...
Education
University of Pittsburgh 2010 — 2012
Master's degree, International Relations and Affairs
The Times School of Marketing 2005 — 2006
Post Graduate Diploma, Marketing Management
University of Mumbai 2001 — 2003
Bachelor of Mangement Studies (BMS), Business Administration and Management, General
University of Pittsburgh October 2013 - Present
Just Harvest January 2013 - April 2013
BNY Mellon October 2012 - January 2013
BNY Mellon June 2011 - August 2011
Bennett, Coleman and Co. Ltd. (Times Group) October 2006 - October 2007
Skills
Corporate Social..., Economics, Analysis, Policy Analysis, Sustainability, Sustainable Development, Development Economics, International Public..., International Political..., Statistics, Market Research, Environmental Economics, Sustainability Reporting, Gender Studies, Qualitative Research, Marketing Strategy, InDesign, Microsoft Office, Statistical Data...
Education
University of Pittsburgh 2010 — 2012
Master's degree, International Relations and Affairs
The Times School of Marketing 2005 — 2006
Post Graduate Diploma, Marketing Management
University of Mumbai 2001 — 2003
Bachelor of Mangement Studies (BMS), Business Administration and Management, General
Eric Temple's BNY Mellon Experience September 2012 - Present
Job CT Administrator BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2012 - Present
Raymond James & Associates, Inc 2011 - 2011
Dukovich & Associates Financial Services, Inc. 2011 - 2011
Dukovich & Associates Financial Services, Inc. Raymond James 2011 - 2011
Vector Marketing June 2010 - August 2010
Skills
•Exceptional..., •Excellent..., •Thrive in both..., •Technically skilled-...
Education
West Virginia State University 2009 — 2012
BS in Business Administration, Finance, General
University of North Carolina at Greensboro 2008 — 2009
BS In Business Administration, Business Administration and Management, General
BNY Mellon September 2012 - Present
Raymond James & Associates, Inc 2011 - 2011
Dukovich & Associates Financial Services, Inc. 2011 - 2011
Dukovich & Associates Financial Services, Inc. Raymond James 2011 - 2011
Vector Marketing June 2010 - August 2010
Skills
•Exceptional..., •Excellent..., •Thrive in both..., •Technically skilled-...
Education
West Virginia State University 2009 — 2012
BS in Business Administration, Finance, General
University of North Carolina at Greensboro 2008 — 2009
BS In Business Administration, Business Administration and Management, General
Kaitlin Maurer's BNY Mellon Experience June 2012 - Present
Job Senior Accounting Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2012 - Present
BNY Mellon July 2010 - June 2012
Best Buy October 2008 - June 2010
Bath & Body Works October 2008 - June 2010
Crystal Springs June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning
Education
UNC Charlotte 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Spotswood High School
BNY Mellon June 2012 - Present
BNY Mellon July 2010 - June 2012
Best Buy October 2008 - June 2010
Bath & Body Works October 2008 - June 2010
Crystal Springs June 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning
Education
UNC Charlotte 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Spotswood High School
Phillip Golden's BNY Mellon Experience July 1994 - Present
Job BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon July 1994 - Present
Skills
Equities, Financial Services, Investments, Wealth Management, Securities, Fixed Income, Mutual Funds, Asset Allocation, Investment Management, Alternative Investments, Asset Management
Education
University of Massachusetts, Amherst
BS, English and Journalism
BNY Mellon July 1994 - Present
Skills
Equities, Financial Services, Investments, Wealth Management, Securities, Fixed Income, Mutual Funds, Asset Allocation, Investment Management, Alternative Investments, Asset Management
Education
University of Massachusetts, Amherst
BS, English and Journalism
Grant Kreizenbeck's BNY Mellon Experience December 2011 - Present
Job Vice President, Supervisor, Operations at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates January 2007 - November 2011
Bridgewater Associates January 2004 - December 2006
Education
University of Notre Dame 1998 — 2003
Bachelor of Business Administration (BBA), Finance, International Business, Japanese
St. Ignatius High School 1994 — 1998
St. Columbkille
St. Columbkille
St. Columbkille
BNY Mellon December 2011 - Present
Bridgewater Associates January 2007 - November 2011
Bridgewater Associates January 2004 - December 2006
Education
University of Notre Dame 1998 — 2003
Bachelor of Business Administration (BBA), Finance, International Business, Japanese
St. Ignatius High School 1994 — 1998
St. Columbkille
St. Columbkille
St. Columbkille
Casey (Casey Sawhook) Radford's BNY Mellon Experience October 2011 - August 2013
Job Financial Analyst at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle August 2014 - Present
WESCO Distribution August 2013 - August 2014
BNY Mellon October 2011 - August 2013
PPD May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Portfolio Management, Foreign Exchange, Microsoft Excel, Bloomberg, Compustat, Oracle, Investments, Derivatives, Banking, Asset Management, Financial Services
Education
Universitat de València 2010 — 2011
International Masters of Business Administration, International Finance
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Jones Lang LaSalle August 2014 - Present
WESCO Distribution August 2013 - August 2014
BNY Mellon October 2011 - August 2013
PPD May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Portfolio Management, Foreign Exchange, Microsoft Excel, Bloomberg, Compustat, Oracle, Investments, Derivatives, Banking, Asset Management, Financial Services
Education
Universitat de València 2010 — 2011
International Masters of Business Administration, International Finance
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Donald Ferraioli's BNY Mellon Experience July 1992 - Present
Job VP, Corporate Treasury, Mmkt Trading at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 1992 - Present
Skills
Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Equities, Securities
Education
University of New Haven
BNY Mellon July 1992 - Present
Skills
Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Equities, Securities
Education
University of New Haven
Renauta Harrison's BNY Mellon Experience 2001 - 2006
Job Real Estate Agent at ZipRealty
Industry Real Estate
Experience
ZipRealty 2013 - Present
Advent Software 2006 - 2013
BNY Mellon 2001 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
ZipRealty 2013 - Present
Advent Software 2006 - 2013
BNY Mellon 2001 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Janelle Hawes's BNY Mellon Experience March 2010 - April 2012
Job Experienced Internal Auditor with expertise in Financial Services Industry
Industry Investment Management
Experience
Aberdeen Asset Management April 2012 - November 2013
BNY Mellon March 2010 - April 2012
Federated Investors, Inc. August 2006 - October 2007
Louis Plung & Company, LLP January 2006 - June 2006
Skills
Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SOX 404, US GAAP, Internal & External..., IFRS, SOX Compliancy, Leadership, Supervision, Employee Training, Hands-on Training, Data Analysis, Report Writing, Customer Service, Sarbanes-Oxley Act
Education
University of Miami 2002 — 2005
Bachelor's of Business Administration, Accounting and Finance
Aberdeen Asset Management April 2012 - November 2013
BNY Mellon March 2010 - April 2012
Federated Investors, Inc. August 2006 - October 2007
Louis Plung & Company, LLP January 2006 - June 2006
Skills
Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SOX 404, US GAAP, Internal & External..., IFRS, SOX Compliancy, Leadership, Supervision, Employee Training, Hands-on Training, Data Analysis, Report Writing, Customer Service, Sarbanes-Oxley Act
Education
University of Miami 2002 — 2005
Bachelor's of Business Administration, Accounting and Finance
Sean Brosnan's BNY Mellon Experience January 2011 - December 2013
Job Client Account Analyst at Liquidity Services
Industry Logistics and Supply Chain
Experience
Liquidity Services May 2015 - Present
Chevy Chase Trust December 2013 - March 2015
BNY Mellon January 2011 - December 2013
Skills
Microsoft Excel, Financial Analysis, Public Speaking, Data Analysis, Research, PowerPoint, Analysis, Finance, Financial Modeling, Financial Reporting
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Japanese, 2.9
Liquidity Services May 2015 - Present
Chevy Chase Trust December 2013 - March 2015
BNY Mellon January 2011 - December 2013
Skills
Microsoft Excel, Financial Analysis, Public Speaking, Data Analysis, Research, PowerPoint, Analysis, Finance, Financial Modeling, Financial Reporting
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Japanese, 2.9
Lynn Spang's BNY Mellon Experience September 2008 - January 2014
Job Financial Services Legal Expert
Industry Financial Services
Experience
BNY Mellon September 2008 - January 2014
Allianz Global Investors of America. L.P. August 2003 - June 2008
Loomis, Sayles & Company July 1996 - June 2003
Bank of America July 1994 - June 1996
Heller Ehrman 1991 - 1994
Sonnenschein Nath & Rosenthal 1987 - 1991
Cravath, Swaine & Moore LLP 1984 - 1987
Public Defenders Office of Washtenaw County June 1983 - August 1983
Education
University of Michigan Law School 1981 — 1984
Doctor of Law (J.D.)
University of Michigan
A.B., Art History
BNY Mellon September 2008 - January 2014
Allianz Global Investors of America. L.P. August 2003 - June 2008
Loomis, Sayles & Company July 1996 - June 2003
Bank of America July 1994 - June 1996
Heller Ehrman 1991 - 1994
Sonnenschein Nath & Rosenthal 1987 - 1991
Cravath, Swaine & Moore LLP 1984 - 1987
Public Defenders Office of Washtenaw County June 1983 - August 1983
Education
University of Michigan Law School 1981 — 1984
Doctor of Law (J.D.)
University of Michigan
A.B., Art History
Patrick McCulloch's BNY Mellon Experience March 2013 - Present
Job
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
RGP October 2011 - March 2013
Bank of America January 2010 - June 2011
Washington Mutual Bank August 2003 - July 2009
Zurich North America September 2001 - August 2003
EY September 1999 - August 2001
Education
University of Notre Dame 1998 — 1999
Master's Degree, Accounting
University of Notre Dame 1994 — 1998
Bachelor's Degree, Accounting
BNY Mellon March 2013 - Present
RGP October 2011 - March 2013
Bank of America January 2010 - June 2011
Washington Mutual Bank August 2003 - July 2009
Zurich North America September 2001 - August 2003
EY September 1999 - August 2001
Education
University of Notre Dame 1998 — 1999
Master's Degree, Accounting
University of Notre Dame 1994 — 1998
Bachelor's Degree, Accounting
Chad Lytle's BNY Mellon Experience 2007 - 2014
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
BNY Mellon 2007 - 2014
BNY Mellon 2005 - 2007
BNY Mellon 2003 - 2005
Navisite 2001 - 2003
Cotelligent 1999 - 2001
Skills
SDLC, Disaster Recovery, Requirements Analysis, Business Analysis, SQL, Requirements Gathering, Software Project..., Systems Analysis, Leadership, IT Management, Data Warehousing, Visio, IT Strategy, PMP
Education
University of North Florida
Bachelor of Science in Computer & Information Science, Computer Science Concentration
BNY Mellon 2007 - 2014
BNY Mellon 2005 - 2007
BNY Mellon 2003 - 2005
Navisite 2001 - 2003
Cotelligent 1999 - 2001
Skills
SDLC, Disaster Recovery, Requirements Analysis, Business Analysis, SQL, Requirements Gathering, Software Project..., Systems Analysis, Leadership, IT Management, Data Warehousing, Visio, IT Strategy, PMP
Education
University of North Florida
Bachelor of Science in Computer & Information Science, Computer Science Concentration
Sarah Kazi's BNY Mellon Experience November 2012 - Present
Job Senior Investment Accountant at BNY Mellon
Industry
Experience
BNY Mellon November 2012 - Present
Federal Reserve Bank of Boston May 2011 - August 2011
Habib Bank Limited June 2009 - July 2009
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's Degree, Accounting
BNY Mellon November 2012 - Present
Federal Reserve Bank of Boston May 2011 - August 2011
Habib Bank Limited June 2009 - July 2009
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's Degree, Accounting
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