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
BNY Mellon January 2015 - Present
McGlinchey Stafford March 2012 - April 2014
Homestead Studios Suites Hotel January 2007 - May 2008
Prime Mortgage Lending, Inc. July 2004 - August 2007
Countrywide Home Loans February 2000 - May 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service Skills, Accuracy and Attention..., Organization and..., Self-motivated, Initiative high level..., Administrative and..., Superior Conflict..., Ability to Multitask, Ability to work well..., Problem Solving Skills, Excellent Communication..., Loans, Credit, Mortgage Lending, Finance, Banking, Management, Auditing, Sales, Financial Services, Analysis, Call Centers, Financial Analysis, Telephone Skills, Typing, Teamwork, Credit Analysis, Time Management, Underwriting, Access
Education
University of Phoenix 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BNY Mellon September 2012 - Present
Dell/Dell Services Federal Government, Inc April 2010 - September 2012
Staples, Inc March 2007 - August 2007
Skills
CompTIA A+ Certification, CompTIA Security +..., ITIL v3 Foundations..., Troubleshooting, Technical Support, Active Directory..., Microsoft Exchange, Lotus Notes, Networking, Active Directory, Microsoft Technologies, CompTIA, Security, Computer Hardware, Telecommunications, Management, Information Technology, Hardware, Windows
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Technology management
University of Phoenix 2007 — 2010
Bachelor's in Information Technology, Information Technology- Networking
Looking for a Management position at a dynamic organization. June 2015 - Present
BNY Mellon March 2014 - June 2015
Wilmington Trust 2007 - 2012
Wilmington Trust 2002 - 2007
Wilmington Trust 2000 - 2002
Wilmington Trust 1998 - 2000
Wilmington Trust 1994 - 1998
Wilmington Trust 1991 - 1994
Wilmington Trust 1990 - 1991
Skills
Securities, Risk Management, Compliance, SOX Compliancy, Securities Regulation, Financial Regulation, Contract Management, Capital Markets, Financial Services, Diversity & Inclusion, Account Management, Corporate Services, Portfolio Management, Cross-functional Team..., Fixed Income, Banking, Wealth Management, Operational Risk..., Budgets, Finance, Mutual Funds, Relationship Management, Structured Finance, Asset Management, Leadership, Management, Series 7, Hedge Funds, Investment Management, Bonds, AML, Credit, Wealth Management..., Equities, Loans, Financial Risk, Structured Products, Investments
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Public Policy and Management
Family Health and Freedom 2010 - Present
Ameriplan 2010 - Present
UnitedHealthcare June 2011 - 2012
BNY Mellon March 2004 - June 2007
Skills
Healthcare Consulting, Microsoft Office, 10 Key, Wellness, Home Based Business, Network Marketing, Customer Service, Small Business, Team Building, Entrepreneurship, Personal Development
Education
University of Phoenix
Counseling Psychology
BKHM CPAs July 2011 - Present
BNY Mellon December 2006 - January 2011
Florida Independent College Fund July 2005 - December 2006
Skills
Microsoft Office, Engagement, Accounting Research, CPA, GAAP, Financial Statements, Auditing, Finance, Budgets, Accounting, Internal Audit, Payroll
Education
University of Phoenix 2009 — 2011
MS in Accountancy, Accounting
Bethune Cookman College 2000 — 2004
BS, Accounting
Troy Athens High School 1996 — 2000
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
BNY Mellon May 2012 - August 2012
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.) in Economics, Finance
Deutsche Bank June 2015 - Present
BNY Mellon June 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Statistics, Economics, R, JMP, Peer Tutoring, Teaching, Stata, Microeconomics, Editing
Education
University of Pennsylvania 2014 — 2016
Bachelor of Arts (B.A.), Economics
Williams College 2012 — 2014
Jump Trading LLC October 2014 - Present
Analytical Assessments, Inc November 2012 - Present
BNY Mellon November 2007 - April 2014
BondForge October 2012 - May 2013
BNY Mellon 2004 - 2007
Skills
Mathematica, Python, SQL, Microsoft SQL Server, Matlab, Microsoft Excel, Microsoft Office, Data Analysis, Data Mining, Machine Learning, PostgreSQL
Education
University of Chicago 2009 — 2011
Master of Science, Financial Mathematics
University of Pennsylvania 1996 — 2000
Bachelor of Arts, Economics
PENTAX Medical April 2015 - Present
Blue Cross Blue Sheild November 2014 - March 2015
United Blood Services May 2012 - November 2014
Wells Fargo January 2011 - May 2012
University of Phoenix April 2007 - January 2011
BNY Mellon April 1999 - April 2007
Sears, Roebuck and Co. May 1986 - April 1999
Skills
Quality Center, Agile Methodologies, Software Quality..., Quality Assurance, Testing, Management, SQL, Process Improvement, Requirements Analysis, Leadership, Scrum, Vendor Management, HP QTP
Education
University of Phoenix
Bachelor's Degree, Web Development
Mercuria Energy America, Inc February 2015 - Present
Solaris Asset Management, Inc. April 2013 - January 2015
BNY Mellon August 2009 - October 2012
The Vision Source Downtown March 2009 - August 2009
Penn State Milton S. Hershey Medical Center September 2003 - April 2006
Skills
Training & Development, Sarbanes-Oxley Act, Corporate Finance, Equities, Asset Management, Contract Management, Business Development, Risk Analysis, Regulatory Compliance, Trade Compliance, KYC
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
University of Pittsburgh 1998 — 2003
Bachelor of Science (B.Sc.), Biopsychology
BNY Mellon August 2015 - Present
JP Morgan Chase April 2011 - August 2015
J.P. Morgan August 2008 - April 2011
J.P. Morgan September 2005 - August 2008
J.P. Morgan March 2004 - October 2005
J.P. Morgan August 2003 - March 2004
J.P. Morgan January 2001 - August 2003
Personnel Source, Inc. October 1999 - January 2001
Skills
Cash Management, Banking, Securities, Financial Analysis, Global Custody, Derivatives, Risk Management, Account Reconciliation, Financial Modeling, Credit, Bloomberg, Fixed Income, Asset Managment, Asset Management, Equities, Financial Reporting, Financial Services, Corporate Actions, Finance, Investments, Mutual Funds, Accounting, Settlement, Trading, Treasury Management, Relationship Management, Back Office, Bonds, Financial Risk, Hedge Funds, Fund Accounting, Loans, Operational Risk, FX Options, Portfolio Management, Capital Markets, Series 7, Financial Markets, Alternative Investments
Education
University of Phoenix
BS, Business Management
BNY Mellon March 2012 - Present
Education
Wharton School, University of Pennsylvania 1977 — 1978
MBA, Finance
Medical Transportation Managment September 2013 - Present
BNY Mellon February 2011 - March 2012
LifeGift March 2009 - December 2010
ChaseCom March 2006 - November 2007
Stay at home mom April 2003 - March 2006
WorldCom March 1999 - April 2003
Skills
Workforce Management, Quality Assurance, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Lotus, SAP, NICE Call Recording, E-Verify, ADP Payroll, ADP E-Time, Paycor, iPay, Cisco, AS400, Typing, 10 Key, Organization, Interpersonal Skill, Supervisory Experience, Multi Tasking, Meet Deadlines, Independent Thinking, Following Up, Attention to detail, Team Building, Process Improvement, Coaching, Customer Satisfaction, Customer Service, Training
Education
University of Phoenix 2014 — 2015
Bachelor's Degree, Human Services, General
University of Phoenix 2008 — 2010
Associate's Degree, Business Administration and Management, General, 3.4
Willowridge
Willowridge
Beauty Within You April 2008 - Present
Khatib Financial Services December 2003 - Present
BNY Mellon December 2013 - June 2014
PNC August 2011 - January 2013
Skills
Customer Service, Invoicing, Office Management, Advertising, Bookkeeping, Financial Services, Microsoft Excel, Cash Management, Microsoft Office, Training, Team Leadership, Banking, Finance, Telephone Skills, Office Administration, Microsoft Word, PowerPoint, Small Business, Cash Flow, Management, Customer Satisfaction, Outlook, Spreadsheets, Accounts Receivable
Education
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Business
University of Phoenix 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
J.P. Morgan June 2015 - August 2015
Mufson Howe Hunter & Company May 2015 - June 2015
The Horton Fund February 2015 - May 2015
BNY Mellon June 2014 - August 2014
Princeton University June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Economics, Concentration in Finance
University of Pennsylvania 2013 — 2017
Bachelor of Applied Science (B.A.S.), Computer Science, Minor in Mathematics
West Windsor Plainsboro High School South 2009 — 2013
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
First Niagara Capital Markets September 2010 - February 2013
PNC Financial Services Group June 2008 - September 2010
Wachovia Securities May 2007 - August 2007
Skills
Capital Markets, Credit, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Due Diligence, Syndications, Leveraged Finance, Asset Based Lending, Fixed Income, Real Estate
Education
University of Pittsburgh 2004 — 2008
Finance, Economics, Accounting
Holy Ghost Prep 2000 — 2004
Chuck E. Cheese February 2014 - Present
The Paradigm group DBA Wendys August 2012 - December 2013
BNY Mellon June 2010 - July 2012
Dunkin Donuts August 2005 - May 2010
Xerox June 2003 - December 2004
Xerox Corporation Nigeria June 2000 - December 2004
Xerox June 2000 - March 2002
Skills
Requirements Analysis, Financial Analysis, Product Marketing, Project Planning, Management, Training, Banking, Customer Service, Microsoft Office, Sales, Customer Satisfaction, Finance, Microsoft Excel
Education
Yaba College of Technology 2010 — 2015
Bachelor's Degree, Marketing
Association of certified Anti-Money Laundering specialist 2014 — 2014
CAMS., AML, KYC, KYE and CFT
University of Phoenix 2009 — 2010
MBA, Business Administration
Yaba College Of Technology 1998 — 2004
Associate's Degree, Business Administration
Yaba College of Technology 1997 — 2004
Bachelor's degree, Marketing
VMware June 2015 - August 2015
Nomura May 2014 - July 2014
Nomura July 2012 - May 2014
BNY Mellon July 2011 - June 2012
BNY Mellon August 2009 - July 2011
US Securities and Exchange Commission June 2007 - August 2007
Skills
Finance, Capital Markets, Microsoft Office, Microsoft Excel, Cross-functional..., Communication, Financial Reporting, Financial Analysis, Budgeting, Budgets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Washington University in St. Louis - Olin Business School 2005 — 2009
BSBA, Finance, Accounting
BNY Mellon August 2012 - Present
TLC the Lawn Company March 2011 - July 2012
ADESA October 2008 - August 2009
Skills
Customer Service, Call Centers, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Customer Satisfaction, Mutual Funds, Event Planning
Education
Westborough High School 1989 — 1994
Diploma, Fine/Studio Arts, General, Industrial Arts
University of Phoenix
Business Administration
BNY Mellon 2001 - Present
Skills
Financial Services, Management, Hedge Funds, Mutual Funds, Alternative Investments, Six Sigma, Investments, Portfolio Management
Education
Wilmington university 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
University of Phoenix 2009 — 2012
Associate's Degree, Business, 4.0
University of Delaware
Accounting
BNY Mellon June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Data Analysis, Leadership, Analysis, HTML, Financial Analysis, Public Speaking, Marketing, Teamwork, Financial Modeling, Social Media
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Finance, Real Estate
Manhasset Secondary School
Pacific Union Financial, LLC December 2013 - Present
BNY Mellon June 2011 - Present
Chrysler Financial January 2009 - September 2009
Nationstar Mortgage July 2007 - July 2008
Skills
Financial Services, Banking, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Customer Service, Credit, Management, Loans, Mortgage Lending, Underwriting, Finance, Credit Analysis, Credit Risk, Portfolio Management
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, Marketing
University of Phoenix 2010 — 2013
Bachelor of Science (BS), Marketing
Seeking Opportunities September 2013 - Present
BNY Mellon June 2005 - September 2013
UBS September 2001 - June 2005
Skills
Management, Banking, Financial Analysis, Project Management, Finance, Customer Service, Relationship Management, Microsoft Excel, Risk Management, Business Analysis, CRM, Marketing, Strategy, Financial Services, Portfolio Management, Marketing Communications, Online Marketing, Product Marketing, Market Research Project..., Leadership
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Maria Regina High School
SEI 2014 - Present
BNY Mellon 2013 - 2014
BNY Mellon 2010 - 2013
BNY Mellon 2008 - 2010
BNY Mellon August 2005 - December 2008
BNY Mellon 2002 - 2005
BNY Mellon 1998 - 2002
Skills
Accounting, Auditing, Fund Accounting, Account Reconciliation, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Cash Management, Budgets, Mutual Funds, Business Strategy, Business Development, Leadership, Management, Investments, Equities, Fixed Income, International, Valuation, Team Management, General Ledger, Derivatives, Banking, Money Market, GAAP, Asset Management, Compliance, Financial Services, Hedge Funds, Sarbanes-Oxley, Fund Administration, Team Building, Team Leadership, Coaching, Career Development, Staff Development, Cross-functional..., Finance, Process Improvement, Financial Statements, US GAAP, Sarbanes-Oxley Act
Education
University of Pittsburgh
BA, dual-major Accounting & Management
MedRespond, LLC May 2015 - Present
BNY Mellon June 2014 - May 2015
BNY Mellon June 2013 - January 2014
Pgh Systems Corp June 2011 - June 2013
MyGov365 May 2010 - June 2011
Skills
Java, PHP, Spring Framework, CodeIgniter, Spring MVC, JavaScript, AngularJS, jQuery, SQL, Linux, LDAP, Git, MySQL, Oracle, LAMP, MongoDB, Apache, Web Applications, Web Services, REST, MVC, CSS, Amazon Web Services..., HTML, AJAX, XML, Web Development, HTML 5, APIs, Memcached, Front-end, OOP, Software Development, JSON, Agile Methodologies, Open Source, Ubuntu, Object Oriented Design, Ext JS, Subversion, Tomcat, Bash, Shell Scripting
Education
University of Pittsburgh 2011 — 2014
Bachelor of Science (BS), Computer Science, Magna Cum Laude
Family Physicians Group April 2003 - Present
Credit Suisse January 2000 - June 2002
BNY Mellon June 1987 - January 2000
Skills
Hospitals, Healthcare, Nursing, EMR, Healthcare Management, Inpatient, Medicare, HIPAA, Medical Records, Medical Terminology, Managed Care, Physicians, EHR, Healthcare Information..., Medical Coding, ICD-9, Credentialing
Education
University of Phoenix
Associate's degree, Business Administration and Management, General
BNY Mellon March 2013 - April 2015
BNY Mellon January 2012 - March 2013
Evergreen Manufacturing February 2009 - December 2012
Evergreen Manufacturing December 2008 - December 2012
Skills
Customer Service, Teamwork, Critical Thinking, Banking, Management, Microsoft Word, Microsoft Office, PowerPoint, Data Analysis, Financial Services, Risk Management, Business Strategy, Time Management, Analysis, Business Analysis, Process Improvement, Project Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
St. John Fisher College 2003 — 2007
Bachelors of Science, Management
BNY Mellon July 2013 - Present
Ocwen Financial Corporation June 2012 - June 2013
Aon Hewitt August 2011 - May 2012
CAPITAL ONE BANK, N. A. (formerly Hibernia National Bank) June 2008 - November 2010
CAPITAL ONE BANK, N.A. (formerly Hibernia National Bank) September 2005 - June 2008
Capital One Bank N.A. (formerly Hibernia National Bank) January 2002 - September 2005
Capital One Bank N.A. (formerly Hibernia National Bank) July 1995 - January 2001
Skills
Mortgage Lending, Loans, Credit, Portfolio Management, Banking, Investments, Strategic Financial..., Asset Managment, Financial Services, Mortgage Banking, Financial Analysis, Credit Analysis, Credit Risk, Risk Management, Insurance, Loss Mitigation, Commercial Banking, Mortgage Servicing, Loan Origination, Commercial Lending, Underwriting, Finance, Asset Management, Life Insurance
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
Unversity of Phoenix 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations
Columbia University August 2015 - Present
Hunter College & UC Berkeley February 2015 - August 2015
The Blackstone Group September 2012 - February 2015
UBS July 2011 - September 2012
UBS June 2010 - August 2010
UBS June 2009 - July 2009
Goldman Sachs March 2009 - March 2009
BNY Mellon June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
BNY Mellon July 2015 - Present
RITE AID August 2009 - Present
InterContinental Hotels Group (IHG) January 2013 - April 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Marketing and Human Resources
Stonewyck Investments LLC March 2011 - Present
BNY Mellon January 2008 - March 2010
BNY Mellon January 2007 - December 2007
Susquehanna Investment Group/Bank Of New York Derivatives Joint Venture July 1996 - December 2006
Bank of New York July 1993 - June 1996
J.P. Morgan June 1989 - September 1992
Skills
Derivatives, Fixed Income, Trading, Options, Equities, Swaps, Credit Risk, Financial Risk, Interest Rate Swaps, Rates, FX Derivatives, Interest Rate..., Structured Products, Volatility, Alternative Investments, Electronic Trading, Bloomberg, Hedging, Hedge Funds, Investment Banking, Capital Markets, Quantitative Finance, Market Risk, Bonds, Securities, Proprietary Trading, Risk Management, Equity Derivatives, Valuation, Management, FX Options, Credit Derivatives, Financial Modeling, Trading Systems, Portfolio Management, Commodity, Back Office, Investments, Money Market, Interest Rate Risk..., Equity Trading, Investment Strategies, Counterparty Risk, Financial Markets, Banking, Finance, Asset Allocation, ETFs, Asset Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania 1986 — 1989
BA, Computer Mathematics
BNY Mellon March 2012 - April 2014
Electronic Data Systems (an HP Company) July 2004 - March 2009
Towers Perrin November 2000 - July 2003
Towers Perrin October 1998 - November 2000
Towers Perrin May 1998 - October 1998
Skills
SharePoint, Newsletters, Corporate Communications, Project Management, Financial Regulation..., Financial Communications, Technical Writing, Crisis Communications, Website Development, SQL, Database Development, Dreamweaver, MS Access, Press Releases, Proposal Writing, Internal Communications, Software Documentation, Training, Process Improvement, Financial Services, Management, Vendor Management, Marketing, Analysis, Change Management, Risk Management, Strategy
Education
University of Pennsylvania - The Wharton School 1994 — 1997
BBA, Business Administration
University of Pennsylvania 1987 — 1991
BA, Communications
BNY Mellon September 2015 - Present
BNY Mellon August 2014 - August 2015
BNY Mellon April 2013 - August 2014
Shop 'N Save July 2005 - September 2012
Skills
Microsoft Excel, Customer Service, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Time Management, Teamwork, Retail, Inventory Management, Data Entry, Management, Sales, Strategic Planning, Team Leadership, English, Customer Satisfaction, Windows, Cashiering, Research
Education
University of Phoenix 2009 — 2014
Bachelor of Arts (BA), Accounting
PSA Tunes May 2013 - Present
Tau Epsilon Phi January 2012 - Present
NewVantage Solutions May 2014 - August 2014
Antix December 2013 - June 2014
BNY Mellon June 2013 - August 2013
GenTrust Wealth Management May 2013 - August 2013
Skills
Java, HTML, SQL, C, Programming, Microsoft Office, Teamwork, Team Leadership, C, MySQL, Computer Science, Databases, Object Oriented Design, Eclipse, JavaScript, Data Analysis, C++, Python, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2011 — 2015
BS & BSE, Finance and Computer Science
Clark Bounce USA March 2015 - Present
BNY Mellon Wealth Management February 2014 - March 2015
BNY Mellon June 2007 - February 2014
HEB June 1999 - March 2006
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Economics, Valuation, Financial Modeling, Data Analysis, Investment Banking, Portfolio Management, Banking, Derivatives, Emerging Markets, Quantitative Finance, Quantitative Analytics, Econometrics, Financial Markets, Bloomberg Terminal, Equity Research, Trading, Corporate Finance, Capital Markets, Equity Valuation, Options, FX Options, Asset Management, Financial Services, Asset Allocation, Alternative Investments, Market Risk, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Customer Service, Securities, Account Reconciliation, PowerPoint, Public Speaking, Microsoft Word, Finance, Risk Management
Education
University of Phoenix 2012 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.2
Texas Southern University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
UPenn Project Consultantre:source globalSeptember 2015 - Present
Goodcity Chicago September 2015 - Present
Nuveen Investments June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
PennyMac April 2013 - Present
PennyMac 2013 - 2015
PennyMac 2013 - 2015
PennyMac 2013 - 2015
Bank of America • Amon Carter May 2012 - April 2013
Bank of America August 2010 - May 2012
Sprint Inc January 2010 - October 2010
BNY Mellon May 2009 - January 2010
BNY Mellon January 2008 - May 2009
BNY Mellon March 2005 - January 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
University of Phoenix
Associates Degree, Business Management focus in financial and operations
BNY Mellon August 2008 - October 2011
PNC GIS August 2008 - June 2010
Skills
Self-directed, trilingual, professional with..., dedicated, reliable, resourceful, Financial Services, Multilingual, Cash Management, Managed Hosting, Access, AML, Account Reconciliation, Accounting, Asset, Back Office, Banking, Client Services, FX Options, Fund Administration, SWIFT payments, Securities, Settlement, Foreign Exchange, Trading, Global Custody, Mutual Funds, Accounts Payable, Fund Accounting, Payments, System Administration
Education
University of Phoenix
Business Administration and Management, General
Pollock Dining Commons August 2013 - Present
BNY Mellon May 2014 - August 2014
LibertyUSA May 2012 - May 2014
Wendy's September 2011 - April 2013
Skills
Customer Service, Catering, Restaurants, Time Management, Cashiering, Microsoft Word, Teamwork, Microsoft Office, Food, Microsoft Excel
Education
University of Pennsylvania 2011 — 2015
Security and Risk Analysis, 3.17
University of Pittsburgh August 2014 - Present
BNY Mellon May 2015 - August 2015
Lowe's Companies, Inc. May 2014 - August 2014
Kimmie's Ice Cream & Sandwiches April 2012 - October 2012
Skills
Photoshop, Engineering, Leadership, Teamwork, Java, Computer Engineering, Matlab, C++, Public Speaking, Android Development, SQL
Education
University of Pittsburgh 2013 — 2017
Bachelor of Science (B.S.), Computer Engineering, 3.59
SNI Financial (Formerly Q&A Recruiting) November 2011 - Present
Robert Half International October 2010 - November 2011
BNY Mellon January 2008 - June 2010
Skills
Full-cycle Recruiting, Professional Staffing, Building Relationships, New Business Development, Permanent Placement, Cold Calling, Temporary Staffing, Talent Acquisition, Human Resources, PeopleSoft, Temporary Placement, Leadership, Recruiting, Finance, SDLC, Training, Management, Consulting, Hiring, Staffing Services, Payroll, Networking, Employee Relations, Performance Management, Applicant Tracking..., AML
Education
University of Oklahoma 1999 — 2003
Bachelors of Arts, European History
BNY Mellon August 2014 - Present
Accenture December 2012 - August 2014
GLE Associates, Inc February 2007 - December 2012
Gold's Gym August 2006 - February 2007
Skills
Proposal Writing, Marketing, Marketing Communications, Social Media, Strategic Planning, Microsoft Office, Project Management, PowerPoint, Microsoft Excel, Adobe Creative Suite, Market Research, Marketing Management, Email Marketing, Contract Negotiation, Advertising, Management, Newsletters, Marketing Strategy
Education
University of South Florida - College of Business Administration 2010 — 2012
MBA, Marketing & Management
University of Pittsburgh 2002 — 2006
B.S., Marketing
BNY Mellon June 2015 - Present
Standish Mellon Asset Management September 2013 - June 2015
Citigroup April 2011 - September 2013
Barclays Capital July 2006 - March 2011
Microsoft Corporation June 2005 - July 2006
Skills
Portfolio Management, Fixed Income, Financial Modeling, Capital Markets, Derivatives, Emerging Markets, Valuation, Product Management, Asset Managment, Investments, Competitive Analysis, Hedge Funds, Analytics, Credit Derivatives, Quantitative Analytics, Product Marketing, Asset Management, Bonds
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Marketing, Management
BNY Mellon 2005 - Present
Iris Software Inc. 2004 - 2005
Washington Mutual 2002 - 2003
Cigna 2001 - 2002
Software & Consulting Group 1999 - 2001
Skills
CMOD, FileNet, IBM Content Manager, Content Management, Enterprise Content..., Kofax, RightFax, Perl, Linux, IBM AIX, IBM Tivoli, EMC Storage Solutions, WebSphere Application..., DB2, Oracle, SQL, Unix, Data Migration, Disaster Recovery, High Availability, Enterprise Software, Integration, Consulting, Document Management, Databases, Microsoft SQL Server, IIS, Project Management, Business Analysis, Solution Architecture, Enterprise Architecture, Java, Scripting
Education
University of Pennsylvania 1991 — 1995
Engineer’s Degree, Computer Science and Engineering
BNY Mellon November 2013 - Present
Oralndo Health March 2010 - November 2013
Ocean Bank May 2008 - August 2008
Skills
Proficient in Utilizing..., Auditing patient..., Accurate in gathering..., Finance, Due Diligence, Internal Controls, Banking, Account Reconciliation, Analysis, Credit, Insurance, Financial Services, Loans, Budgets, PowerPoint, Accounts Payable, Microsoft Excel
Education
University of Phoenix 2012 — 2014
Masters of Accountancy, Accounting
Florida Memorial University 2005 — 2009
Bachelor's degree, Accounting
JPMorgan Chase June 2014 - Present
BNY Mellon April 2011 - June 2014
BNY Mellon February 2010 - April 2011
PNC Financial Services Group August 2009 - February 2010
BNY Mellon October 2008 - June 2009
Consulting Professional Resources August 2004 - September 2008
University of Pittsburgh June 2003 - August 2004
Skills
Talent Acquisition, Technical Recruiting, College Recruiting, Employee Relations, Benefits Negotiation, Human Resources, Recruiting, Applicant Tracking..., Behavioral Interviewing, Public Speaking, Sourcing, Taleo, PeopleSoft, Onboarding, Internet Recruiting, Cold Calling, Networking, Talent Management, Business Development, Executive Search, Temporary Placement, Interviews, Contract Recruitment, Screening Resumes, Information Technology, Staffing Services, Employer Branding, Workforce Planning, Screening
Education
University of Pittsburgh 1999 — 2003
BA, Communications
Villanova University 2013 — 2013
Certificate - Human Resource Management
Marple Newtown Senior High School 1995 — 1999
Transcentra Inc December 2013 - Present
Marvellette Stars Baton, Drum and Colorguard Unit 2006 - Present
BNY Mellon October 2012 - December 2013
BNY Mellon May 2012 - November 2012
Transworld Systems Inc February 2012 - June 2012
RBS Citizen/The Royal Bank of Scotland November 2009 - December 2011
Citizens Bank August 2006 - November 2009
Mellon Financial January 2005 - January 2006
Skills
Project Management, Sales, Bookkeeping, Management, Cash Management, Banking, Finance, Treasury Management
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Business Administration and Management, General
BNY Mellon January 2014 - Present
Bridgeway Capital August 2013 - December 2013
The Community Builders, Inc. September 2004 - July 2013
The Community Builders, Inc. October 1996 - September 2004
CitySource Associates January 1992 - January 1996
ICF Incorporated January 1990 - January 1992
Pittsburgh History & Landmarks Foundation (PHLF) June 1984 - February 1986
Skills
Community Development, Real Estate Development, Resource Development, Project Finance, Grant Writing, Public private..., Project Planning, Community Outreach, Training, Technical Assistance, Fundraising, Contract Negotiation, Program Management, Affordable Housing, Grants, Urban Planning, Real Estate Economics, Public/private...
Education
University of Chicago 1988 — 1990
Master of Public Policy
University of Pennsylvania 1981 — 1984
Bachelor of Arts, American Civilization, Urban Studies
MD Anderson Cancer Center May 2015 - Present
PopHealthCare February 2015 - April 2015
Qatargas April 2014 - December 2014
Achieve IT Solutions, Inc. March 2013 - December 2013
BNY Mellon April 2012 - March 2013
AT&T December 2009 - March 2012
Cardinal Health April 2009 - December 2009
BMW Group February 2008 - February 2009
Motorola February 2007 - January 2008
Skills
Business Objects, Business Intelligence, Crystal Reports, Dashboard, Oracle, Data Modeling, Data Warehousing, SDLC, Web Intelligence, Business Analysis, Microsoft SQL Server, SAP, Data Migration, Requirements Analysis, SAP BI, SAP BW, SAP ERP, SQL, Business Process, Integration, OLAP, DB2, Microsoft Office, Data Integration, PL/SQL, Requirements Gathering, Microsoft Excel, Business Requirements, Business Intelligence..., Database Design, XML, Teradata, SSRS, Analytics, Testing, OBIEE, Agile Methodologies, Stored Procedures, Visual Basic, Design Studio 1.3, BEx Reporting, Predictive Analytics, JavaScript, CSS, Database Administration, Microsoft Project, CRM, Consulting, Systems Analysis
Education
University of Phoenix 2005 — 2013
Bachelor's degree, Information Technology
BNY Mellon July 2014 - Present
Mesirow Financial June 2012 - August 2012
Skills
Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Microsoft Excel, Investments, Equities, Team Leadership, Teamwork, Bloomberg, PowerPoint, Leadership, Social Media, Public Speaking, Team Building, Marketing, Sales, Research, Management
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), History and Economics
Seeking Alpha July 2014 - Present
Lenape Heights Golf Resort May 2012 - Present
Lenape Heights Golf Resort April 2012 - Present
Lenape Heights Golf Resort May 2011 - Present
BNY Mellon June 2015 - August 2015
Education
University of Pittsburgh 2013 — 2017
Ford City High School 2010 — 2013
High School Diploma
Marietta City Schools March 2013 - Present
Consultant January 2012 - Present
J6 Management Consulting April 2012 - November 2012
International Friends of Aruba January 2005 - December 2009
BNY Mellon January 1998 - October 2004
BNY Mellon September 1996 - December 1997
Chase October 1988 - September 1996
Skills
Financial Reporting, Financial Compliance, Client Billing, Planning Budgeting &..., Accounts Payable, Accounts Receivable, Customer Satisfaction, Organizational..., Creative Problem Solving, Outstanding..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, International Relations, Medical Compliance, Medical Billing, Claims Management, HIPAA, Office Management, Cultural Sensitivity, Customer Service, Outlook, Access, Vendor Management, Account Management, Team Building, Social Media, Management, Visio, Event Planning, Strategic Planning, Project Management
Education
University of Phoenix 2010 — 2012
Business Administration, Business Administration/Management
University of Phoenix
Associate of Arts (A.A.), Business Administration and Management, General
EY January 2014 - Present
State Street Alternative Investment Solutions May 2011 - October 2013
State Street Corporation September 2007 - May 2011
Linens N Things January 2006 - December 2006
GAP August 2003 - December 2005
GAP August 2004 - May 2005
BNY Mellon June 2001 - November 2003
State Street Corporation June 1999 - April 2001
Skills
Fixed Income, Equities, Fund Accounting, Accounting, Bloomberg, Fund Of Funds, Account Reconciliation, Private Equity, Portfolio Management, General Ledger, Bonds, Valuation, Investments, Microsoft Office, Conversions, Reconciliations, Financial Reporting, Investment Banking, Financial Analysis, IDC, 10 Key, Credit Derivatives, Interest Rate..., Futures, Asset Pricing, Macro, Investone, Portfolio Accounting..., Multi Currency Horizon, Loan Funds, InvestAI, Internal Audit, External Audit, Reuters, Auditing
Education
University of Phoenix
MBA
Bridgewater State University
Bachelor of Science, Accounting & Finance
BNY Mellon January 2008 - Present
BNY Mellon August 2005 - January 2008
BNY Mellon July 1990 - August 2005
Skills
Securities, Wealth Management, Financial Services, Equities, Mentoring, Employee Training, Work Autonomously, Series 7, Wealth Management..., Bonds, Private Banking, AML, Asset Allocation
Education
University of Phoenix 2004 — 2009
Master's degree, Business Administration and Management, General
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
PepsiCo October 2010 - Present
Omnicom Media Group March 2007 - September 2010
Lowe Profero September 2003 - February 2007
BNY Mellon June 2002 - August 2003
Skills
Strategy, Social Media Marketing, Management, Digital Marketing, Advertising, Media Planning, Integrated Marketing, B2B, Business Development, Relationship Marketing, Marketing Strategy, Digital Media, Brand Management, Market Research, Customer Insight, Online Advertising, Investments
Education
Accenture Academy - Global Procurement University 2012 — 2015
Strategic Sourcing and Management
University of Pennsylvania - The Wharton School 1997 — 2001
BS Economics, Finance and Marketing
AmeriHealth Caritas July 2014 - Present
Soul-Patrol.com June 1996 - Present
Lincoln Financial Group April 2013 - May 2014
BNY Mellon May 2012 - March 2013
Origin Digital (An Accenture Company) December 2010 - June 2011
RadioIO.com October 2007 - January 2011
Merrill Lynch December 1993 - February 2007
Prodigy Online Services April 1996 - January 2003
Rhodia January 1991 - December 1993
AT&T April 1979 - August 1991
Skills
Web Project Management, Strategic Planning, Program Management, Product Management, Digital Media, Change Management, Internet Strategy, Business Relationship..., CMMI, Agile Project Management, Radio Broadcasting, Music Industry, Software Project..., Live Events, Process Improvement, Mentoring, E-commerce, Business Analysis, Project Management, Governance, Entertainment, Entrepreneurship, Editorial, Metadata Management, Financial Services, Gap Analysis, Web Content Management, Workshop Facilitation, Customer Engagement, Community Management, Communication Training, Business Case, SDLC, Risk Management, Integration, PMO, CRM, Analytics, Leadership, Management, Agile Methodologies, SharePoint, Project Portfolio..., Cross-functional Team..., Social Networking, Enterprise Software, Vendor Management, Project Planning, Analysis, Business Development
Education
University of Pittsburgh 1973 — 1978
BA
Verizon September 2013 - Present
BNY Mellon April 2012 - September 2013
BNY Mellon February 2011 - April 2012
BNY Mellon April 2008 - February 2011
Bank of Oklahoma April 2007 - April 2008
Ferguson Enterprises August 2005 - April 2007
Skills
Investments, Detail oriented, Strong work ethic, Motivation to be..., Microsoft Word, Excel,..., Asset Management, Strategy, Financial Analysis, Sales, Microsoft Excel, Outlook, Microsoft Office, Risk Management, Analysis
Education
University of Tulsa 2009 — 2011
MBA, Business, MIS
University of Oklahoma - Price College of Business 2001 — 2005
BBA, Marketing, Political Science
Bixby High School 1998 — 2001
BNY Mellon October 2012 - Present
JP Morgan Chase Bank, N.A. April 2008 - October 2012
McGraw-Hill / Standard&Poor's February 2004 - February 2008
Global Capital Services Group, Ltd July 2002 - January 2004
Deutsche Bank, A.G. June 1999 - July 2002
Bankers Trust Company, Global Securities Services 1998 - 1999
Bankers Trust Company, Global Securities Services 1990 - 1998
Bankers Trust Company, Global Securities Services 1989 - 1990
Bankers Trust Company, Global Custody Securities Services 1988 - 1989
Bankers Trust Company, Global Securities Services 1987 - 1988
Skills
Securities, Financial Services, Derivatives, Asset Management, Mutual Funds, Vendor Management, Capital Markets, Mergers & Acquisitions, Strategic Planning, Sales, Fixed Income, Equities, Global Custody, Mergers, Strategy, Management, Purchasing, Banking, Risk Management, Product Management, Financial Markets, Finance, Corporate Actions, Media Skills Training, Market Data, Hedge Funds, Securities Lending, IBM Rational Unified..., Vendor Relationship..., Sales Management, Relationship Management, Relationship Development
Education
University of Phoenix
BS, Business Management
CA Technologies July 2014 - Present
BNY Mellon August 1999 - July 2014
Mellon Financial Corporation January 2005 - January 2007
Mellon Financial January 1999 - January 2005
Skills
Disaster Recovery, Software Documentation, Java, JCL, Mainframe, REXX, SQL, Software Development, Microsoft Office, Product Management
Education
Millersville State University 1996 — 1999
Bachelors of Science, Computer Science
University of Phoenix
Masters, Information Systems / Management
BNY Mellon December 2013 - Present
Putnam Investments October 2004 - November 2013
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY & POPEO, P.C. 2000 - 2004
McCarthy Tetrault 1999 - 2000
Skills
Corporate Law, Private Equity, Legal Research, Securities, Mutual Funds, Broker-Dealer
Education
University of Ottawa 1996 — 1999
LL.B., Law
University of Toronto 1992 — 1996
B.A. (Honors), Economics, Criminology
WCI
BNY Mellon October 2012 - Present
The New Release February 2008 - June 2009
Baylor College of Medicine October 1998 - February 2007
Skills
General Ledger, Accounts Receivable, Accounts Payable, PeopleSoft, Microsoft Excel, SAP, Account Reconciliation, Accounting, Accruals, Budgets, Cash Flow, Customer Service, Corporate Finance, Data Entry, Expenses, Finance, Financial Accounting, Financial Reporting, Forecasting, GAAP, Invoicing, Journal Entries, Microsoft Office, Microsoft Word, Outlook, Payroll, Pivot Tables, PowerPoint, Process Improvement, Spreadsheets, Bookkeeping
Education
University of Phoenix 2003 — 2005
Master's degree
Rust College 1991 — 1995
BS
BNY Mellon July 2014 - Present
BNY Mellon 2010 - 2013
PNC Global Investment Servicing March 2009 - July 2010
PNC Global Investment Servicing December 2007 - March 2009
The MathWorks, Inc. 2003 - 2007
MathWorks 2000 - 2003
Skills
Performance Management, Organizational..., Process Improvement, Needs Analysis, Public Speaking, Instructional Design, Coaching, Training Delivery, Customer Service, E-Learning, Leadership Development, Executive Coaching, Microsoft Office, Change Management, Management, Team Building, Strategic Planning, Content Development, Mentoring, People Management, Interviewing, Learning Management, Blended Learning, Personal Development, Team Management, Management Development, Career Development, Business Analysis, Succession Planning, Problem Solving
Education
Massachusetts Bay College 1986 — 1988
Associate’s Degree, Business Administration and Management, General
University of Phoenix
Bachelor’s Degree, Business Administration, Management and Operations
BNY Mellon December 2012 - Present
Mellon Financial June 2005 - October 2012
Skills
SDLC, SQL, Requirements Analysis, Software Development, Microsoft SQL Server, Management, IBM AIX, IBM Mainframe, WebSphere Application..., WebSphere, Fund Accounting, Vendor Management, Microsoft Office, Java Enterprise Edition, Project Management, Project Estimation
Education
University of Phoenix 2003 — 2006
Pierce County September 2013 - Present
BNY Mellon September 2007 - September 2013
Mellon Analytical Solutions 2006 - 2007
Russell Mellon 2005 - 2006
US Army May 2002 - June 2005
Skills
Risk Analytics, Global Custody, Process Improvement, Project Management, Data Management, International Management, Business Analysis, Data Analysis, SDLC, Analysis, Team Leadership, Microsoft Excel, Performance Measurement, Visio, Strategic Planning, SQL, Financial Services, Derivatives, Vendor Management, Leadership
Education
Western Washington University 1999 — 2002
BS, Applied Mathematics
University of Phoenix 2006 — 2008
MBA, Business Administration
BNY Mellon September 2014 - Present
BNY Mellon October 2011 - September 2014
BNY Mellon May 2010 - October 2011
Pitt Ohio Express March 2005 - April 2010
Enterprise Rent-A-Car September 2004 - March 2005
Skills
Data Analysis, Access, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Project Management, Microsoft Office, Analytics, SQL, PeopleSoft, Strategic Planning, Business Intelligence, PowerPoint, Visio, Customer Service, SDLC, Vendor Management, Databases, SharePoint, SSRS, Microsoft SQL Server, Requirements Gathering, Talent Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2009
MBA, Management Information Systems, General
University of Pittsburgh 2001 — 2005
BSBA, MIS / Marketing Concentration
Bank of America May 2004 - Present
BNY Mellon May 2002 - May 2004
Morgan Stanley May 1997 - May 2002
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance
Citi March 2014 - Present
Deutsche Bank November 2011 - February 2014
Brown Brothers Harriman November 2007 - November 2011
BNY Mellon December 2000 - October 2007
Skills
Corporate Actions, Account Reconciliation, Global Custody, Fund Accounting, Tax, Auditing, General Ledger, Back Office, Risk Management, Internal Controls, Middle Office, Microsoft Excel, Hedge Funds, Banking, Securities, Mutual Funds, Financial Services, Equities, Finance, Investments, Financial Analysis, Fixed Income, Asset Management, Bloomberg, Derivatives, Financial Modeling, Mergers & Acquisitions, Investment Banking, Portfolio Management, Settlement, Series 7, Credit, Capital Markets, Cash Management, Client Services, Valuation, Trading
Education
The University of Phoenix 2003 — 2009
Finance, Business
John Hancock Financial Services June 2013 - Present
John Hancock Financial Services July 2012 - June 2013
BNY Mellon 2003 - June 2012
Bank of New York Mellon 2007 - 2008
Russell Mellon Analytical Services 1999 - 2006
Mellon Analytical Solutions 1994 - 2003
Mellon 1994 - 1999
Mellon Bank 1994 - 1999
Wachovia Bank 1990 - 1994
Skills
Financial Services, Investment Performance, Operations Management, Process Engineering, Business Strategy, Business Process..., Business Transformation, Operating Models, Lean Transformation, Organizational..., Strategic Planning, Product Management, Performance Attribution, Mentoring, Project Management, Business Analysis, Risk Management, Portfolio Management, Strategy, Program Management, Alternative Investments, Securities, Fixed Income, Asset Management, Equities, Hedge Funds, Derivatives, Mutual Funds, Management Consulting
Education
University of Pennsylvania
BA, Economics
BNY Mellon 2012 - Present
BNY Mellon 2003 - 2012
BNY Mellon 1998 - 2003
BNY Mellon 1994 - 1998
Skills
Securities, Mutual Funds, Middle Office, Hedge Funds, Equities, Global Custody, Financial Services, Asset Management, Back Office, Alternative Investments, Fixed Income, Management, Emerging Markets, Securities Lending, CRM, Asset Managment, Derivatives, Investments, Series 7
Education
University of Phoenix
Bachelors of Science, Finance
State Street July 2013 - Present
University of Pennsylvania January 2013 - May 2013
BNY Mellon June 2005 - October 2012
BNY Mellon October 1998 - June 2005
Vanguard 1987 - 1998
Skills
Financial Reporting, Fund Accounting, Microsoft Office..., SOX, GAAP, and FASB., Bloomberg, Reuters,..., Accounting, General Ledger, GAAP, Account Reconciliation, Finance, Investments, Financial Statements, Financial Analysis, Auditing, Derivatives, Mutual Funds, Equities, Financial Modeling
Education
University of Phoenix 2003 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Psychology with Math Minor
eSolutionsFirst August 2013 - December 2013
National Black MBA Association, Pittsburgh Chapter March 2012 - December 2012
BNY Mellon June 2003 - July 2012
Skills
Human Resources, Recruiting, Program Management, Community Outreach, Project Management, Event Management, Diversity Recruitment, Applicant Tracking..., Process Improvement, Microsoft Office, Vendor Management Skills, Diversity Program..., Diversity & Inclusion...
Education
University of Pittsburgh
Liberal Arts and Sciences/Liberal Studies
Charles Fish Investments, Inc January 2014 - Present
Charles Fish Investments, Inc. 2012 - 2013
Financial Information Network October 2011 - October 2012
BNY Mellon July 2004 - February 2011
BANK OF NEW YORK MELLON FINANCIAL July 2004 - August 2009
BANK OF NEW YORK MELLON FINANCIAL July 2004 - August 2009
Envestnet Asset Management September 2002 - July 2004
Envestnet Asset Management September 2002 - July 2004
Envestnet Asset Management 2002 - 2004
CAPITAL GUARDIAN TRUST CO January 2001 - January 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Business Analysis, Equities, Investments, Requirements Gathering, SDLC, Cross-functional Team..., Insurance, Analysis
Education
University of Phoenix 2001 — 2003
MBA, Global Management
California State University
B.A, Accounting
California State University
B.A, Accounting
University Of Phoenix
M.B.A, Global Management
University of Phoenix
M.B.A, Global Management
BNY Mellon October 2011 - March 2012
First American Title March 2011 - May 2011
CBRE January 2008 - November 2008
Small Business Administration December 2004 - February 2006
Education
University of Phoenix
Bachelor Degree, 2009
PartyLite November 2011 - Present
US Trust February 1997 - Present
U. S. Trust 1997 - 2009
BNY Mellon 1995 - 1997
Putnam Trust 1988 - 1996
Skills
Peer Mentoring, Asset Allocation, Wealth Management, Sales, Series 7
Education
University of Phoenix 2002 — 2004
Associate's degree, Business Administration and Management, General
Greenwich High School 1982 — 1985
PNC Financial Services Group September 2010 - Present
Pyramid Consulting Group, Inc. September 2009 - April 2010
SumTotal Systems January 2008 - May 2009
BNY Mellon July 2003 - January 2008
BNY Mellon February 2002 - July 2003
BNY Mellon 2000 - 2002
Computer Horizons 1995 - 2000
Fiserv 1994 - 1995
Skills
Vendor Management, Requirements Analysis, Business Analysis, Program Management, Project Management, Leadership, Management, Training, Strategic Planning, SDLC, Enterprise Software, Software Project..., Process Improvement, Testing, Employee Training, Security, Integration, Consulting, Project Planning, Unix, Business Process, Strategy, Oracle
Education
University of Phoenix 1998 — 2000
MBA, Technology Management
Banking and Insurance Industries Manager of AdministrationUS Census BureauFebruary 2009 - September 2010
Wachovia, A Wells Fargo Company January 2000 - December 2007
The Bank of Gloucester Co - A Fulton Bank Co. September 1997 - November 1999
BNY Mellon September 1996 - September 1997
CoreStates Financial Corp. April 1994 - September 1996
CoreStates Financial Corp, Philadelphia, PA 1992 - 1994
CoreStates Bank N.A now Wells Fargo Bank, NA 1984 - 1992
Colonial Penn Group November 1967 - 1980
Skills
Leadership, Problem Solving, Operations Management, Office Management, Loans, Customer Service, Disaster Recovery, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Extensive experience in..., Accounts Receivable, Deferred Compensation, Insurance, Management, Financial Analysis, Credit, Payroll, Team Building, Administration, Banking, Process Improvement, Strategy, Training, Risk Management, Strategic Planning, Budgets
Education
American Institute of Banking
Mortgage Processing and Underwriting
American Management Association
Human Resources Management/Personnel Administration, General
Argentinian Instituto of Banking
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
Colegio Jose Hernandez. Buenos Aires. Argentina
Bachelor's degree
Instituto Argentino Norteamericano de Cultura. Buenos Aires. Argentina
English Language and Literature, General
University of Pennsylvania
Developmental/Remedial English
Wharton School, University of Pennsylvania
Business Administration and Management, General
BNY Mellon 2015 - Present
BNY Mellon March 2014 - August 2015
Citizens Bank August 2009 - February 2014
Citizens Library January 2011 - May 2011
Citizens Bank 2007 - 2009
Earl Gregg Swem Library August 2002 - May 2006
Skills
Museum Collections, Archives, Research, Online Research, Community Outreach, Knowledge Management, Editing, Records Management, Customer Service, Microsoft Office, Public Speaking, Grant Writing, Data Analysis, Teaching, Information Management, Leadership, Project Management, Microsoft Excel, Proposal Writing, Management
Education
University of Pittsburgh 2008 — 2011
Master of Library & Information Science (M.L.I.S.)
William & Mary 2002 — 2006
Bachelors, Anthropology
Financial June 2013 - Present
Alorica February 2012 - June 2013
BNY Mellon October 2002 - February 2012
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Securities, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, Derivatives, Account Reconciliation, Asset Management, Bonds, Financial Services, Financial Reporting, Investments, Settlement, Financial Analysis, Cash Management, Valuation, Trading, Mutual Funds, Portfolio Management, Finance, Risk Management, Financial Markets
Education
University of Oklahoma 1970 — 1973
B.B.A., Finance, Accounting, Marketing, Managemenr
TeleTracking Technologies January 2011 - Present
BNY Mellon May 2006 - June 2009
sanofi-aventis November 2002 - April 2004
Tiffany & Co. April 1996 - May 2001
Entre computer center 1989 - 1996
Skills
Active Directory, VMware, Software Documentation, Troubleshooting, Computer Hardware, Technical Support, Requirements Analysis, Windows, Testing, Business Analysis, SQL, Databases, Network Administration, Process Improvement, Network Security, Project Management, Java, Data Warehousing, Hardware, DNS, Servers, Microsoft SQL Server, Integration, Networking, Help Desk Support, Visio, System Administration, Windows Server, Linux, Microsoft Exchange, Disaster Recovery, Software Installation, DHCP, IIS
Education
University of Phoenix 2009 — 2011
Associates, Human Services Management
BNY Mellon October 1997 - Present
Merrill Lynch 1987 - 1997
Skills
Mutual Funds, Equities, ETFs, Alternative Investments, Series 7, Fixed Income, AML, Microsoft Excel, Technology, Sales Process, Global Marketing, Global Strategy, Emerging Markets, Middle Office, Back Office, Policy Analysis, HR Policies, Procedure Development, Procedure Review, System Administration, Strategic Planning, Procurement, Management, Team Leadership, Asset Management, Bloomberg, Capital Markets, Bonds, Corporate Actions, Derivatives, Financial Markets, Hedge Funds, Investment Strategies, Options, Prime Brokerage, Series 24
Education
University of Phoenix 2002 — 2005
Bachelor of Business Administration (B.B.A.)
BNY Mellon August 2014 - Present
Jersey Central FCU October 2011 - December 2013
Weichert, Realtors December 2008 - October 2011
Bank of New York Mellon 2007 - 2009
Greater Alliance Federal Credit Union May 2000 - July 2007
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Credit Risk, Financial Risk, Compliance Management, Corporate Trust, Municipal Bonds, Retail Banking, Investment Banking, Portfolio Management, Cash Management, Fixed Income, Finance, Investments, Asset Management, Underwriting, Funding, Analysis
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Finance, General, Business Manangement, 3.96 GPA
University of Phoenix 2012 — 2013
Associate's Degree, Finance and Financial Management Services, 3.95 GPA
Advent Software April 2013 - Present
Advent Software September 2011 - April 2013
Advent Software April 2010 - September 2011
BNY Mellon September 2007 - April 2010
Touch Group Plc 2006 - 2007
Skills
Project Management, SQL, CRM, Management, Business Analysis, Consulting, Requirements Analysis, Leadership, Microsoft SQL Server, Professional Services
Education
University of Otago 2000 — 2004
BCom, Information Science
UPMC October 2013 - Present
BNY Mellon October 2012 - October 2013
Skills
Customer Service, Sales, Finance
Education
University of Pittsburgh 2008 — 2012
BSBA, Finance, Economics
Christie's June 2015 - Present
BNY Mellon June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Windows, Research
Education
University of Pennsylvania 2013 — 2017
Bachelor of Arts (BA), Fine/Studio Arts, General
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS), Marketing & Communication
Urban Outfitters April 2015 - Present
Audience Partners November 2013 - April 2015
Digitas Health LifeBrands 2010 - November 2013
BNY Mellon 2010 - 2010
Group One Trading, LP 2008 - 2010
The Wharton School 2007 - 2008
The Enterprise Center Community Development Corporation 2005 - 2007
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Concentration in Finance and Marketing, Minor in Spanish
Central High School
BNY Mellon 1988 - Present
Skills
Strategic Planning, Privacy Law, Corporate Governance, Customer Service, Asset Management, Portfolio Management, Fixed Income
Education
Fordham Law School
Doctor of Law (JD)
University of Pennsylvania
Bachelor of Arts (B.A.)
BNY Mellon February 2009 - Present
BNY Mellon February 2009 - Present
BNY Mellon February 2009 - Present
BNY Mellon March 2005 - February 2009
BNY Mellon March 2005 - February 2009
BNY Mellon March 2005 - February 2009
BNY Mellon October 2000 - March 2005
Reesebrothers November 1997 - March 1999
Reesebrothers November 1997 - March 1999
Skills
Corporate Finance, Fixed Income, Bloomberg, Portfolio Management, Funding, Trading, Access, Securities, Investments, Banking, Account Reconciliation
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelors, Economics and Marketing
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science (BS) Business Economics
The Wharton School of Business at the University of Pennsylvania
Bachelor of Science, Economics; Marketing
The Wharton School of Business at the University of Pennsylvania
Bachelor of Science, Economics; Marketing
University of Pennsylvania
BNY Mellon November 2012 - Present
BNY Mellon January 2011 - November 2012
BNY Mellon December 2001 - January 2011
Hollywood Video Entertainment November 1999 - January 2001
Education
University of Phoenix 2008 — 2011
Associates, Information Technology
Duff's Business Institute 1999 — 2001
Associates, Business Administration
Roosevelt High School 1994 — 1996
Diploma, General Studies
UnitedHealthcare January 2015 - Present
Highmark Inc. November 2012 - December 2014
BNY Mellon June 2008 - November 2012
Skills
Business Analysis, Systems Analysis, Data Analysis, Financial Analysis, Project Management, Process Improvement, Software Development, Business Process..., Business Requirements
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.)
University of Pittsburgh 1995 — 2000
Bachelor's Degree
BNY Mellon 1994 - Present
BNY Mellon August 1994 - 2011
Skills
Fund Accounting, Equities, Mutual Funds, Financial Analysis, Financial Services, Fixed Income, Business Analysis, Investments, Alternative Investments, Bloomberg, Derivatives, Capital Markets, Financial Reporting, Banking, Hedge Funds, Asset Management, Securities
Education
Pace University - Seidenberg School 2011 — 2013
Advanced Certificate of
Wharton School, University of Pennsylvania 1980 — 1984
Bachelor of Business Administration, Economics
BNY Mellon January 2010 - Present
Allegent Community Federal Credit Union July 2009 - December 2009
OU Federal Credit Union May 2006 - July 2009
Education
University of Oklahoma
Bachelor of Arts in Liberal Studies, Administrative Leadership
BNY Mellon June 2015 - Present
BNYMELLON January 1996 - Present
Education
University of Phoenix 2012 — 2015
Associate’s Degree, Project Management
BNY Mellon April 2012 - Present
BNY Mellon April 2006 - April 2012
Archdiocese of Chicago January 1991 - March 2006
Skills
Fixed Income, Insurance, Securities, Capital Markets, Sales, Investments, Credit Analysis, Equities, Financial Services, Relationship Management, Banking, Portfolio Management, Management, Customer Service, New Business Development, Financial Analysis, Marketing, Microsoft Excel, Sales Management
Education
University of Phoenix
Associates, Finance
University of Phoenix
Bachelor’s, Marketing and Communications
GCA Savvian July 2014 - Present
BNY Mellon June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
BNY Mellon July 2014 - Present
Mary Kay Inc. November 2011 - Present
UPMC August 2012 - July 2014
Naval Audit Service 2007 - 2010
Skills
Accounts Payable, Auditing, Accounting, General Ledger, Supply Chain Management, Sarbanes-Oxley, Treasury Services, Cash Management, Account Reconciliation, Travel Management, Financial Analysis, Student Financial Aid, DoD, Budget Process
Education
University of Phoenix 2007 — 2009
Masters of Science in Accounting, Accounting
University of Pittsburgh-Johnstown 2003 — 2007
Bachelor of Arts in Business, Accounting and Business/Management
BNY Mellon October 2012 - Present
JPMorgan Chase 2011 - 2011
Janney Montgomery Scott September 2005 - December 2008
Delaware Investments, a member of the Macquarie Group April 2001 - September 2005
Skills
Mutual Funds, Microsoft Excel, Risk Management, Insurance, Access, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Financial Statements, Customer Service, Account Reconciliation
Education
University of Phoenix
BNY Mellon January 2008 - Present
ICICI Bank January 2004 - December 2008
Education
University of Phoenix
BNY Mellon January 2014 - Present
BNY Mellon June 2012 - December 2013
BNY Mellon February 2011 - May 2012
Skills
Capital Markets, Fixed Income, Financial Modeling, Asset Management, Portfolio Management, Corporate Finance, Financial Services, Banking, Equities, Financial Analysis, Investment Banking, Investments, Risk Management, Management, Credit Analysis, Financial Risk
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.)
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Pershing, a BNY Mellon company April 2013 - July 2014
BNY Mellon August 2007 - April 2013
Skills
MASTER'S CERTIFICATE IN..., LEAN SIX SIGMA - YELLOW..., PARALEGAL CERTIFICATE, Access, Investments, Microsoft Excel, Lotus Notes, Relationship Management, Risk Management, Outlook, Finance, Customer Service, Project Management, PowerPoint, Microsoft Office, Visio, Meeting Scheduling, Travel Arrangements, Gatekeeper
Education
University of Phoenix 2008 — 2010
Master's degree, Business, Management, Marketing, and Related Support Services
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Catapult Learning May 2014 - Present
BNY Mellon June 2013 - May 2014
Towers Watson February 2012 - May 2013
Atlantis Petroleum February 2007 - October 2011
Skills
Accounts Receivable, Accounts Payable, Billing Systems, Billing Process, Account Reconciliation, Microsoft Excel, Great Plains Software, Fuel Systems, Real Estate, Customer Service, General Ledger, Monthly Close, Data Import/export, EFTPOS, Internal Audit, Customer Support, Credit Cards, Invoice Processing, Invoice Finance, Oracle, SOX Compliancy, Aging Reports, Reporting & Analysis, Research, Vendor Relationships, Error Analysis, Error Correction, People Soft
Education
University of Phoenix
Commonwealth of Pennsylvania February 2013 - Present
Resources for Human Development February 2012 - September 2012
Ogontz Avenue Revitalization Corporation January 2008 - December 2011
BNY Mellon May 2002 - January 2008
Skills
Budgeting and..., Business Development, Credit Analysis, Customer Service, Economic Development, Financial Analysis, Fundraising, Grant Writing, Manage Client..., Marketing Strategy, Planning Budgeting &..., Public Speaking, Real Estate, Sales, Strategic Planning
Education
University of Pennsylvania
Bachelor of Arts (BA), Sociology
BNY Mellon July 2007 - June 2014
Mellon Bank March 1999 - June 2007
PNC March 1998 - March 1999
Skills
Banking, Credit Analysis, Credit, Credit Risk, Portfolio Management, Strategic Leadership, Team Leadership, Cross-functional Team..., Relationship Management, Loans, Equities, Corporate Finance, Financial Analysis, Securities, Finance, Risk Management, Coaching, Financial Services, Management
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Corporate Finance
BNY Mellon January 2008 - June 2014
BNY Mellon / Susquehanna Partners July 1996 - December 2007
Chase / Susquehanna Partners July 1992 - July 1996
Susquehanna International Group, LLP (SIG) April 1991 - July 1992
Skills
FX Options, Market Making, Financial Markets, Equity Derivatives, Trading, Commodity Markets, Series 7, Volatility, Series 63, Options, Foreign Exchange, Derivatives
Education
University of Pennsylvania
Bachelor's Degree
HSBC December 2007 - Present
BNY Mellon 1991 - 2007
Bear Stearns & Company August 1985 - September 1990
Education
University of Phoenix