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
Brendan O'Neill, CFA Brendan O'Neill, CFA's BNY Mellon Experience 2004 - Present
Job Vice PresidentLockwood/BNY Mellon
Industry Financial Services
Experience
Lockwood Advisors, Inc. 2004 - Present
BNY Mellon 2004 - Present
Nuveen Investments July 1999 - March 2004
Education
University of Scranton 1994 — 1998
B.S., Accounting
Lockwood Advisors, Inc. 2004 - Present
BNY Mellon 2004 - Present
Nuveen Investments July 1999 - March 2004
Education
University of Scranton 1994 — 1998
B.S., Accounting
Michael Gandy, CFA Michael Gandy, CFA's BNY Mellon Experience July 2013 - August 2014
Job Vice President, Wealth Advisory Channel at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. January 2015 - Present
BNY Mellon July 2013 - August 2014
BNY Mellon August 2010 - July 2013
BNY Mellon July 2005 - August 2010
Seton Smoke Capital Management July 2004 - July 2005
Insight Capital Research and Management July 2002 - July 2004
Goldman Sachs June 2001 - August 2001
Goldman Sachs August 1998 - July 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Strategy, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Risk Management, Securities, Valuation, Compliance, Derivatives, Transition Management, International Business
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Investment Management
University of Southern California 1991 — 1994
Bachelor's Degree, Accounting and Finance
MSCI Inc. January 2015 - Present
BNY Mellon July 2013 - August 2014
BNY Mellon August 2010 - July 2013
BNY Mellon July 2005 - August 2010
Seton Smoke Capital Management July 2004 - July 2005
Insight Capital Research and Management July 2002 - July 2004
Goldman Sachs June 2001 - August 2001
Goldman Sachs August 1998 - July 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Strategy, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Risk Management, Securities, Valuation, Compliance, Derivatives, Transition Management, International Business
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Investment Management
University of Southern California 1991 — 1994
Bachelor's Degree, Accounting and Finance
Srini Boggavarapu Srini Boggavarapu's BNY Mellon Experience June 2009 - June 2013
Job IT Management
Industry Information Technology and Services
Experience
BNY Mellon June 2009 - June 2013
BNY Mellon June 2005 - June 2009
Mellon Financial Corporation June 2000 - June 2005
ALLTEL INFORMATION SERVICES December 1995 - June 2000
GTE Telecommunications Inc. May 1995 - November 1995
Skills
Technology Management, Program Management, Agile Application..., Emerging Technologies, Enterprise Architecture, Applicaton Architecture, Project Management, Resource Management, Vendor Management, SDLC, Software Development, Code Review, Design Review, Problem Solving, Mentoring, Communication Skills, Business Process..., Risk Management, Offshore Resource..., Human Resource Planning, Team Building, Application Security, Large Systems..., Systems Analysis, J2EE Application..., Java, C++, Visual C++, Visual Basic, SQL, UML, Cloud Computing, Business Intelligence, SaaS, Markup Languages, Web Services, WebSphere Application..., RDBMS, Oracle, MS Project, Microsoft SQL Server, Visual Studio .NET, Software Design
Education
University of South Florida
Master of Science (MS), Computer Science
Regional Engineering College, Warangal, India
Master of Science (MS), Electrical Engineering
Andhra University, Visakhapatnam, India
Bachelor of Science (BS), Electrical and Electronics Engineering
BNY Mellon June 2009 - June 2013
BNY Mellon June 2005 - June 2009
Mellon Financial Corporation June 2000 - June 2005
ALLTEL INFORMATION SERVICES December 1995 - June 2000
GTE Telecommunications Inc. May 1995 - November 1995
Skills
Technology Management, Program Management, Agile Application..., Emerging Technologies, Enterprise Architecture, Applicaton Architecture, Project Management, Resource Management, Vendor Management, SDLC, Software Development, Code Review, Design Review, Problem Solving, Mentoring, Communication Skills, Business Process..., Risk Management, Offshore Resource..., Human Resource Planning, Team Building, Application Security, Large Systems..., Systems Analysis, J2EE Application..., Java, C++, Visual C++, Visual Basic, SQL, UML, Cloud Computing, Business Intelligence, SaaS, Markup Languages, Web Services, WebSphere Application..., RDBMS, Oracle, MS Project, Microsoft SQL Server, Visual Studio .NET, Software Design
Education
University of South Florida
Master of Science (MS), Computer Science
Regional Engineering College, Warangal, India
Master of Science (MS), Electrical Engineering
Andhra University, Visakhapatnam, India
Bachelor of Science (BS), Electrical and Electronics Engineering
Paul F. Dowding Paul F. Dowding's BNY Mellon Experience May 2013 - May 2015
Job Managing Director, Financial Services Strategy & Solutions Practice at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group July 2015 - Present
Putney Bridge Enterprises June 2001 - Present
BNY Mellon May 2013 - May 2015
Meridian Equity Partners July 2009 - December 2012
Banc of America Securities March 2003 - October 2007
Parvidya Design Partners November 2002 - February 2006
Goldman Sachs June 2000 - May 2001
The Chase Manhattan Bank October 1998 - June 2000
Morgan Stanley 1996 - 1998
The Chase Manhattan Bank October 1988 - January 1996
Skills
Equities, Fixed Income, Prime Brokerage, Capital Markets, Asset Management, Derivatives, Trading Systems, Hedge Funds, Financial Services, Global Custody, Mutual Funds, Securities, Investment Banking, Options, ETFs, Business Strategy, Business Process Design, Alternative Investments, Currency, Settlement, Market Data, Asset Managment, Trading, FX Options, Private Wealth..., Trade Execution, FX, Service Delivery, MIS, Product Development, Latin America, Swaps, Securities Lending, Electronic Trading, Corporate Actions, Valuation, Settlements, Equity Derivatives, Buy-side, Financial Markets, Series 7, Back Office, Fund Administration, Collateral Management, Series 63, Wealth Management, Emerging Markets, Private Banking, Reference Data, Strategy
Education
University of Southampton 1982 — 1985
Bachelor of Science (BSc), Bachelor of Science (Hons) Aeronautics & Astronautics
Gartland and Mellina Group July 2015 - Present
Putney Bridge Enterprises June 2001 - Present
BNY Mellon May 2013 - May 2015
Meridian Equity Partners July 2009 - December 2012
Banc of America Securities March 2003 - October 2007
Parvidya Design Partners November 2002 - February 2006
Goldman Sachs June 2000 - May 2001
The Chase Manhattan Bank October 1998 - June 2000
Morgan Stanley 1996 - 1998
The Chase Manhattan Bank October 1988 - January 1996
Skills
Equities, Fixed Income, Prime Brokerage, Capital Markets, Asset Management, Derivatives, Trading Systems, Hedge Funds, Financial Services, Global Custody, Mutual Funds, Securities, Investment Banking, Options, ETFs, Business Strategy, Business Process Design, Alternative Investments, Currency, Settlement, Market Data, Asset Managment, Trading, FX Options, Private Wealth..., Trade Execution, FX, Service Delivery, MIS, Product Development, Latin America, Swaps, Securities Lending, Electronic Trading, Corporate Actions, Valuation, Settlements, Equity Derivatives, Buy-side, Financial Markets, Series 7, Back Office, Fund Administration, Collateral Management, Series 63, Wealth Management, Emerging Markets, Private Banking, Reference Data, Strategy
Education
University of Southampton 1982 — 1985
Bachelor of Science (BSc), Bachelor of Science (Hons) Aeronautics & Astronautics
Peter C. Sutton Peter C. Sutton's BNY Mellon Experience 2004 - Present
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2004 - Present
AIG SunAmerica Asset Management 2000 - 2002
AIG SunAmerica Asset Management 1994 - 2002
Skills
Financial Services, Mutual Funds, Fixed Income, Hedge Funds, Equities, Securities, Asset Management, Series 7, Investments, Alternative Investments, Bloomberg, Derivatives, Portfolio Management
Education
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
BNY Mellon 2004 - Present
AIG SunAmerica Asset Management 2000 - 2002
AIG SunAmerica Asset Management 1994 - 2002
Skills
Financial Services, Mutual Funds, Fixed Income, Hedge Funds, Equities, Securities, Asset Management, Series 7, Investments, Alternative Investments, Bloomberg, Derivatives, Portfolio Management
Education
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
Elana Dillon Elana Dillon's BNY Mellon Experience November 2013 - Present
Job Fund Accountant at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon November 2013 - Present
The Buckle October 2012 - August 2013
Soma Intimates May 2011 - July 2012
Education
University of South Florida 2008 — 2012
Bachelor of Arts (B.A.), International Business
Alexander W. Dreyfoos School of the Arts 2004 — 2008
Music
BNY Mellon November 2013 - Present
The Buckle October 2012 - August 2013
Soma Intimates May 2011 - July 2012
Education
University of South Florida 2008 — 2012
Bachelor of Arts (B.A.), International Business
Alexander W. Dreyfoos School of the Arts 2004 — 2008
Music
Brandon Meehan Brandon Meehan's BNY Mellon Experience May 2014 - November 2014
Job Access Coordinator at AlliedBarton Security Services
Industry Security and Investigations
Experience
AlliedBarton Security Services January 2015 - Present
AlliedBarton Security Services October 2012 - Present
BNY Mellon May 2014 - November 2014
AlliedBarton Security Services June 2013 - May 2014
AlliedBarton Security Services October 2012 - June 2013
Staples June 2007 - October 2012
Skills
Leadership, Report Writing, Creative Writing, Resume Writing, Microsoft Word, PowerPoint, Editing, Management, Sales, Advertising, Time Management, Training, Social Networking, Salesforce.com, Retail, Customer Service, Microsoft Excel, Team Leadership
Education
University of South Florida 2009 — 2011
Bachelor of Arts (B.A.), English
University of South Florida 2009 — 2011
BA, English
AlliedBarton Security Services January 2015 - Present
AlliedBarton Security Services October 2012 - Present
BNY Mellon May 2014 - November 2014
AlliedBarton Security Services June 2013 - May 2014
AlliedBarton Security Services October 2012 - June 2013
Staples June 2007 - October 2012
Skills
Leadership, Report Writing, Creative Writing, Resume Writing, Microsoft Word, PowerPoint, Editing, Management, Sales, Advertising, Time Management, Training, Social Networking, Salesforce.com, Retail, Customer Service, Microsoft Excel, Team Leadership
Education
University of South Florida 2009 — 2011
Bachelor of Arts (B.A.), English
University of South Florida 2009 — 2011
BA, English
Lamar Dunbar Lamar Dunbar's BNY Mellon Experience October 2013 - Present
Job Financial Analyst
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
Arbitrage Management Group February 2012 - May 2013
Depository Trust & Clearing Corporation 2013 - 2013
Skills
Microsoft Office, Microsoft Word, Financial Analysis, Corporate Finance, Finance, Financial Modeling, PowerPoint, Portfolio Management, Bonds, Valuation, Risk Management, Equities, Capital Markets, Credit, Derivatives, Customer Service, Microsoft Excel, Teamwork, Leadership, Time Management, Market Research, Municipal Bonds, CRM, Clearing Houses, P&I, Microsoft Dynamics, Corporate Actions, Service-Now, Data Analysis
Education
University of South Florida 2010 — 2013
Bachelor of Science, Finance
Hillsborough Community College 2007 — 2010
Associate of Arts, Business Administration
BNY Mellon October 2013 - Present
Arbitrage Management Group February 2012 - May 2013
Depository Trust & Clearing Corporation 2013 - 2013
Skills
Microsoft Office, Microsoft Word, Financial Analysis, Corporate Finance, Finance, Financial Modeling, PowerPoint, Portfolio Management, Bonds, Valuation, Risk Management, Equities, Capital Markets, Credit, Derivatives, Customer Service, Microsoft Excel, Teamwork, Leadership, Time Management, Market Research, Municipal Bonds, CRM, Clearing Houses, P&I, Microsoft Dynamics, Corporate Actions, Service-Now, Data Analysis
Education
University of South Florida 2010 — 2013
Bachelor of Science, Finance
Hillsborough Community College 2007 — 2010
Associate of Arts, Business Administration
Daniel Van Hill Daniel Van Hill's BNY Mellon Experience June 2012 - December 2013
Job Finance/Accounting Recruiter at Parker + Lynch
Industry Accounting
Experience
Parker and Lynch May 2014 - Present
PwC December 2013 - March 2014
BNY Mellon June 2012 - December 2013
Windes & McClaughry Accountancy Corporation January 2011 - February 2012
RBZ, LLP October 2007 - November 2010
Skills
Accounting, Financial Analysis, Real Estate Finance, Writing, Excel, REIT, Yardi, Real Estate, Financial Statement..., CPA, Tax, Finance, Financial Statements
Education
University of Southern California 2003 — 2007
BS, Accounting
Oxford Academy High School 1999 — 2003
Parker and Lynch May 2014 - Present
PwC December 2013 - March 2014
BNY Mellon June 2012 - December 2013
Windes & McClaughry Accountancy Corporation January 2011 - February 2012
RBZ, LLP October 2007 - November 2010
Skills
Accounting, Financial Analysis, Real Estate Finance, Writing, Excel, REIT, Yardi, Real Estate, Financial Statement..., CPA, Tax, Finance, Financial Statements
Education
University of Southern California 2003 — 2007
BS, Accounting
Oxford Academy High School 1999 — 2003
Robert Kuehn Robert Kuehn's BNY Mellon Experience May 2014 - August 2014
Job Student at University of Scranton
Industry Financial Services
Experience
BNY Mellon May 2014 - August 2014
HJA Logistics June 2013 - August 2013
The Fishery June 2008 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Leadership, Strategic Planning, Public Speaking, Access, Financial Analysis
Education
University of Scranton 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Chaminade High School 2007 — 2011
BNY Mellon May 2014 - August 2014
HJA Logistics June 2013 - August 2013
The Fishery June 2008 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Leadership, Strategic Planning, Public Speaking, Access, Financial Analysis
Education
University of Scranton 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Chaminade High School 2007 — 2011
Carl Davis, AIF® Carl Davis, AIF®'s BNY Mellon Experience July 2012 - Present
Job Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
Morgan Keegan September 2009 - April 2012
Raymond James Financial May 2000 - September 2009
Skills
ETFs, Mutual Funds, Investment Strategies, Closed-end Funds, Due Diligence, Alternative Investments, Equities, Investments, Asset Allocation, Asset Management, Wealth Management, Securities, Fixed Income, Stock Market Analysis, Portfolio Management, Data Analysis, Financial Statement..., Wealth Management..., Bloomberg
Education
University of South Florida 2005 — 2007
BS, Accounting
University of South Florida 2000 — 2003
BS, Finance
CFA Institute
2016 Level III Candidate in the CFA Program
BNY Mellon July 2012 - Present
Morgan Keegan September 2009 - April 2012
Raymond James Financial May 2000 - September 2009
Skills
ETFs, Mutual Funds, Investment Strategies, Closed-end Funds, Due Diligence, Alternative Investments, Equities, Investments, Asset Allocation, Asset Management, Wealth Management, Securities, Fixed Income, Stock Market Analysis, Portfolio Management, Data Analysis, Financial Statement..., Wealth Management..., Bloomberg
Education
University of South Florida 2005 — 2007
BS, Accounting
University of South Florida 2000 — 2003
BS, Finance
CFA Institute
2016 Level III Candidate in the CFA Program
Jun Hanada Jun Hanada's BNY Mellon Experience February 2006 - Present
Job Fund Accounting Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2006 - Present
BNY Mellon March 2003 - February 2006
Business Architect May 2002 - August 2002
St. Paul Companies June 2001 - March 2002
Skills
Mutual Funds, Fund Accounting, Equity Derivatives, Equities, Options, Futures, Swaps, Fixed Income, Foreign Exchange, Fair Value, Balance Sheet, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, InvestOne, Smartstream, Smartstream TLM, Apollo, C++, Maple, Mathematica
Education
University of San Francisco 1999 — 2001
Bachelor of Science (BS), Mathematics
BNY Mellon February 2006 - Present
BNY Mellon March 2003 - February 2006
Business Architect May 2002 - August 2002
St. Paul Companies June 2001 - March 2002
Skills
Mutual Funds, Fund Accounting, Equity Derivatives, Equities, Options, Futures, Swaps, Fixed Income, Foreign Exchange, Fair Value, Balance Sheet, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, InvestOne, Smartstream, Smartstream TLM, Apollo, C++, Maple, Mathematica
Education
University of San Francisco 1999 — 2001
Bachelor of Science (BS), Mathematics
Dan Chodaczek Dan Chodaczek's BNY Mellon Experience January 2014 - December 2014
Job Underwriter at Cigna
Industry Insurance
Experience
Cigna January 2015 - Present
BNY Mellon January 2014 - December 2014
US MortgageLine July 2013 - December 2013
Skills
English, Customer Service, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Windows, Research, Access, Analysis, Financial Analysis
Education
University of Scranton 2008 — 2011
Bachelor of Science (BS), Finance, 3.4 GPA
Cigna January 2015 - Present
BNY Mellon January 2014 - December 2014
US MortgageLine July 2013 - December 2013
Skills
English, Customer Service, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Windows, Research, Access, Analysis, Financial Analysis
Education
University of Scranton 2008 — 2011
Bachelor of Science (BS), Finance, 3.4 GPA
J.P. Barton J.P. Barton's BNY Mellon Experience February 2014 - Present
Job Fixed Income Sales at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
BNY Mellon February 2013 - February 2014
Tullett Prebon June 2011 - December 2012
Skills
Series 7, Investments, Bloomberg, Trading, Portfolio Management, Derivatives, Equities, Brokerage, Capital Markets, Series 63, Securities, Financial Analysis, Bonds, Financial Markets, Fixed Income, Microsoft Office, PowerPoint, Finance, Microsoft Word, Customer Service
Education
University of Scranton 2008 — 2011
Bachelor of Science, Business Management
BNY Mellon February 2014 - Present
BNY Mellon February 2013 - February 2014
Tullett Prebon June 2011 - December 2012
Skills
Series 7, Investments, Bloomberg, Trading, Portfolio Management, Derivatives, Equities, Brokerage, Capital Markets, Series 63, Securities, Financial Analysis, Bonds, Financial Markets, Fixed Income, Microsoft Office, PowerPoint, Finance, Microsoft Word, Customer Service
Education
University of Scranton 2008 — 2011
Bachelor of Science, Business Management
Ryan Bridge Ryan Bridge's BNY Mellon Experience June 2014 - Present
Job Senior Trade Support Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2014 - Present
BNY Mellon July 2012 - June 2014
Taylor Consulting & Contracting May 2011 - August 2011
Union County Neurosurgical Associates May 2009 - August 2009
Scotch Plains Department of Public Works June 2008 - August 2008
Fanwood-Scotch Plains YMCA January 2006 - January 2008
Skills
SWIFT Messaging, Eagle Star, Microsoft Office
Education
University of Scranton 2008 — 2012
B.S, Finance
BNY Mellon June 2014 - Present
BNY Mellon July 2012 - June 2014
Taylor Consulting & Contracting May 2011 - August 2011
Union County Neurosurgical Associates May 2009 - August 2009
Scotch Plains Department of Public Works June 2008 - August 2008
Fanwood-Scotch Plains YMCA January 2006 - January 2008
Skills
SWIFT Messaging, Eagle Star, Microsoft Office
Education
University of Scranton 2008 — 2012
B.S, Finance
Daniel Fitzhenry Daniel Fitzhenry's BNY Mellon Experience January 2008 - May 2015
Job Fixed Income Sales at BNY Mellon
Industry Financial Services
Experience
Brownstone Investment Group May 2015 - Present
BNY Mellon January 2008 - May 2015
First Tennessee Bank January 2003 - December 2007
Goldman Sachs December 1999 - December 2002
Spear, Leeds & Kellogg March 1995 - November 1999
Skills
Government Agencies, Corporate Bonds, US Treasuries, MBS, Municipal Bonds, Corporates, Fixed Income, Bonds, Bloomberg
Education
University of Scranton 1988 — 1991
Economics/Finance
St. Peters Prep 1984 — 1987
High School
Brownstone Investment Group May 2015 - Present
BNY Mellon January 2008 - May 2015
First Tennessee Bank January 2003 - December 2007
Goldman Sachs December 1999 - December 2002
Spear, Leeds & Kellogg March 1995 - November 1999
Skills
Government Agencies, Corporate Bonds, US Treasuries, MBS, Municipal Bonds, Corporates, Fixed Income, Bonds, Bloomberg
Education
University of Scranton 1988 — 1991
Economics/Finance
St. Peters Prep 1984 — 1987
High School
Kristen Resch Kristen Resch's BNY Mellon Experience July 2011 - Present
Job Vice President, ADR Conversions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Pershing August 2000 - June 2011
Skills
Equities, Series 24, Fixed Income, Series 7, Management, Securities, Series 63, Bloomberg, Equity Trading, Options, FINRA, Financial Markets, ETFs, Bonds, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Alternative Investments, Trading
Education
Saint Peter's College 2001 — 2003
MBA, Management
University of Scranton 1995 — 1999
B.S., Finace, Operations Mgnt, Spanish
BNY Mellon July 2011 - Present
Pershing August 2000 - June 2011
Skills
Equities, Series 24, Fixed Income, Series 7, Management, Securities, Series 63, Bloomberg, Equity Trading, Options, FINRA, Financial Markets, ETFs, Bonds, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Alternative Investments, Trading
Education
Saint Peter's College 2001 — 2003
MBA, Management
University of Scranton 1995 — 1999
B.S., Finace, Operations Mgnt, Spanish
Ed Marcinek Ed Marcinek's BNY Mellon Experience September 2011 - August 2014
Job Operations Trading Specialist Sr. Associate
Industry Financial Services
Experience
State Street 2014 - Present
Wolters Kluwer August 2014 - September 2014
BNY Mellon September 2011 - August 2014
Bank of New York Mellon September 2008 - September 2011
Merrill Lynch February 2006 - October 2008
Pershing August 2005 - February 2006
Pershing August 2000 - August 2005
Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Business Management
State Street 2014 - Present
Wolters Kluwer August 2014 - September 2014
BNY Mellon September 2011 - August 2014
Bank of New York Mellon September 2008 - September 2011
Merrill Lynch February 2006 - October 2008
Pershing August 2005 - February 2006
Pershing August 2000 - August 2005
Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Business Management
Michelle Larios Michelle Larios's BNY Mellon Experience April 2004 - March 2007
Job Senior Accountant
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2015 - Present
Westlake Financial Services September 2012 - July 2015
Tetra Tech April 2007 - August 2009
BNY Mellon April 2004 - March 2007
Skills
Financial Reporting, Finance, Accounting, Cash Management, Account Reconciliation, General Ledger, Accounts Receivable, Financial Analysis, Accounts Payable, Banking, Treasury, Financial Accounting
Education
University of Southern California
Bachelor of Business Administration (BBA), Corporate Finance and General Financial Management
Kaiser Permanente July 2015 - Present
Westlake Financial Services September 2012 - July 2015
Tetra Tech April 2007 - August 2009
BNY Mellon April 2004 - March 2007
Skills
Financial Reporting, Finance, Accounting, Cash Management, Account Reconciliation, General Ledger, Accounts Receivable, Financial Analysis, Accounts Payable, Banking, Treasury, Financial Accounting
Education
University of Southern California
Bachelor of Business Administration (BBA), Corporate Finance and General Financial Management
Rene Contreras's BNY Mellon Experience January 2007 - March 2008
Job Technical Consultant at Advent Software, London
Industry Financial Services
Experience
Advent Software June 2013 - Present
Advent Software July 2012 - June 2013
Advent Software May 2011 - June 2012
Brightstar Healthcare February 2010 - May 2011
BrightStar Healthcare February 2010 - May 2011
BNY Mellon January 2007 - March 2008
Mellon Financial January 2007 - May 2007
Fry's Electronics February 2004 - May 2004
Scribe January 2001 - January 2003
Impression Graphix January 1999 - January 2001
Skills
Outlook, Customer Service, Sales, Data Analysis, Microsoft Excel, Banking, Consulting, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Marketing, Microsoft SQL Server, Advent, Moxy, Axys, CRM, Social Media, Vantage, Salesforce
Education
University of San Francisco 2008 — 2010
B.S, Applied Economics
Advent Software June 2013 - Present
Advent Software July 2012 - June 2013
Advent Software May 2011 - June 2012
Brightstar Healthcare February 2010 - May 2011
BrightStar Healthcare February 2010 - May 2011
BNY Mellon January 2007 - March 2008
Mellon Financial January 2007 - May 2007
Fry's Electronics February 2004 - May 2004
Scribe January 2001 - January 2003
Impression Graphix January 1999 - January 2001
Skills
Outlook, Customer Service, Sales, Data Analysis, Microsoft Excel, Banking, Consulting, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Marketing, Microsoft SQL Server, Advent, Moxy, Axys, CRM, Social Media, Vantage, Salesforce
Education
University of San Francisco 2008 — 2010
B.S, Applied Economics
James Blair James Blair's BNY Mellon Experience January 2014 - Present
Job Accounting / Operations / Finance Professional
Industry Accounting
Experience
BNY Mellon January 2014 - Present
State Street 2011 - 2013
BlackRock 2006 - 2010
Merrill Lynch 2001 - 2006
Merrill Lynch 1989 - 2000
Merrill Lynch June 1987 - 1989
Skills
Account Reconciliation, Auditing, Financial Reporting, Mutual Funds, Valuation, Accounting, Financial Statements, General Ledger, Fund Accounting, Sarbanes-Oxley Act, Journal Entries, Bookkeeping, Bloomberg, Bank Reconciliation, Outsourcing, Fixed Income, Internal Controls, Variance Analysis, SEC filings, GAAP, US GAAP, Risk Management, Investments, Analysis, Portfolio Management, Financial Services, Finance, Budgets, Mergers & Acquisitions, Financial Analysis, Cash Management, Financial Accounting, Internal Audit, Cash Flow, External Audit, Securities, Financial Audits, Corporate Finance, Asset Management, Written Communication, Shareholder Reporting, Leadership, Client Relations Skills, Corporate Actions, NAV, Board of Directors..., Coaching, Soccer, Refereeing, Compliance
Education
University of Scranton
Bachelor of Science, Accounting
BNY Mellon January 2014 - Present
State Street 2011 - 2013
BlackRock 2006 - 2010
Merrill Lynch 2001 - 2006
Merrill Lynch 1989 - 2000
Merrill Lynch June 1987 - 1989
Skills
Account Reconciliation, Auditing, Financial Reporting, Mutual Funds, Valuation, Accounting, Financial Statements, General Ledger, Fund Accounting, Sarbanes-Oxley Act, Journal Entries, Bookkeeping, Bloomberg, Bank Reconciliation, Outsourcing, Fixed Income, Internal Controls, Variance Analysis, SEC filings, GAAP, US GAAP, Risk Management, Investments, Analysis, Portfolio Management, Financial Services, Finance, Budgets, Mergers & Acquisitions, Financial Analysis, Cash Management, Financial Accounting, Internal Audit, Cash Flow, External Audit, Securities, Financial Audits, Corporate Finance, Asset Management, Written Communication, Shareholder Reporting, Leadership, Client Relations Skills, Corporate Actions, NAV, Board of Directors..., Coaching, Soccer, Refereeing, Compliance
Education
University of Scranton
Bachelor of Science, Accounting
Colbert Joseph Colbert Joseph's BNY Mellon Experience November 2007 - January 2014
Job Mutual Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2007 - January 2014
Tampa General Hospital July 2006 - September 2007
PwC November 2005 - July 2006
Skills
InvestOne, Bloomberg Terminal, Enterprise Software, GFS, Futures, Options, Pricing, Fixed Income, Money Market, Trade Compliance, Mutual Funds, Securities Regulation, 1940 Act, Anti Money Laundering, Swaps, Interest Rate Swaps, Municipal Bonds, Government Bonds, Time deposits, Repos
Education
University of South Florida 2001 — 2005
Bachelor of Arts (B.A.), Finance
BNY Mellon November 2007 - January 2014
Tampa General Hospital July 2006 - September 2007
PwC November 2005 - July 2006
Skills
InvestOne, Bloomberg Terminal, Enterprise Software, GFS, Futures, Options, Pricing, Fixed Income, Money Market, Trade Compliance, Mutual Funds, Securities Regulation, 1940 Act, Anti Money Laundering, Swaps, Interest Rate Swaps, Municipal Bonds, Government Bonds, Time deposits, Repos
Education
University of South Florida 2001 — 2005
Bachelor of Arts (B.A.), Finance
Jamaal Rudolph Jamaal Rudolph's BNY Mellon Experience March 2013 - Present
Job ETF Accountant at BNY Mellon
Industry Higher Education
Experience
BNY Mellon March 2013 - Present
Michaelson's Appliance Repair May 2012 - February 2013
Hunters Green October 2011 - September 2012
University of South Florida April 2011 - August 2011
Skills
Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll, Outlook, Sales, Telephone Skills, Forecasting, Time Management, Social Networking, Microsoft Office, Leadership, Event Planning
Education
University of South Florida 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
BNY Mellon March 2013 - Present
Michaelson's Appliance Repair May 2012 - February 2013
Hunters Green October 2011 - September 2012
University of South Florida April 2011 - August 2011
Skills
Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll, Outlook, Sales, Telephone Skills, Forecasting, Time Management, Social Networking, Microsoft Office, Leadership, Event Planning
Education
University of South Florida 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Liam Connor Liam Connor's BNY Mellon Experience June 2012 - August 2012
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Eagle Strategies, LLC June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Investments, Social Networking
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Finance
New York Life & MainStay Investments May 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Eagle Strategies, LLC June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Investments, Social Networking
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Finance
Lorena Godinez's BNY Mellon Experience June 2005 - November 2013
Job Corporate Trust Review Analyst 3, US Bank, N.A.
Industry Banking
Experience
U.S. Bank November 2013 - Present
BNY Mellon June 2005 - November 2013
Bear Stearns, Private Client Services April 2005 - June 2005
County of Los Angeles December 2004 - April 2005
JPMorgan Private Bank November 2001 - June 2003
Wells Fargo/Commercial Banking March 2000 - November 2001
WELLS FARGO FROM August 1995 - November 2001
Wells Fargo Securities/Private Client Services July 1998 - March 2000
Wells Fargo Securities/Private Client Services December 1997 - July 1998
Wells Fargo Distribution June 1997 - December 1997
Skills
Microsoft Excel, Accounts Payable, Securities, Corporate Finance, Compliance, Investments, Municipal Bonds, Microsoft Office, Corporate Trust, Risk Management, Document Review, Skills: Proficient in..., Banking, Outlook, Analysis, Credit, Finance, Management
Education
University of Southern California
Bachelor of Arts, Sociology
U.S. Bank November 2013 - Present
BNY Mellon June 2005 - November 2013
Bear Stearns, Private Client Services April 2005 - June 2005
County of Los Angeles December 2004 - April 2005
JPMorgan Private Bank November 2001 - June 2003
Wells Fargo/Commercial Banking March 2000 - November 2001
WELLS FARGO FROM August 1995 - November 2001
Wells Fargo Securities/Private Client Services July 1998 - March 2000
Wells Fargo Securities/Private Client Services December 1997 - July 1998
Wells Fargo Distribution June 1997 - December 1997
Skills
Microsoft Excel, Accounts Payable, Securities, Corporate Finance, Compliance, Investments, Municipal Bonds, Microsoft Office, Corporate Trust, Risk Management, Document Review, Skills: Proficient in..., Banking, Outlook, Analysis, Credit, Finance, Management
Education
University of Southern California
Bachelor of Arts, Sociology
Jamie Ruane Jamie Ruane's BNY Mellon Experience 2007 - 2007
Job Vice President at Citi Hedge Fund Services NA
Industry Financial Services
Experience
Citi 2007 - Present
BNY Mellon 2007 - 2007
BISYS Fund Services 2005 - 2007
Rothstein Kass September 2002 - 2005
Skills
Fund Accounting, Investor Relations, Investor Reporting, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Securities, Investments, Financial Services, Private Equity, Equities
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Accounting
Citi 2007 - Present
BNY Mellon 2007 - 2007
BISYS Fund Services 2005 - 2007
Rothstein Kass September 2002 - 2005
Skills
Fund Accounting, Investor Relations, Investor Reporting, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Securities, Investments, Financial Services, Private Equity, Equities
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Accounting
Christopher Steinke Christopher Steinke's BNY Mellon Experience January 2015 - Present
Job Mutual Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Citi January 2013 - December 2013
RPOF January 2012 - November 2012
RPOF January 2010 - August 2010
Skills
Computer Technology, Piano Playing, Website Building, Physical Training
Education
University of South Florida 2009 — 2012
Bachelor of Science (B.S.), Business/Managerial Economics, 3.76
BNY Mellon January 2015 - Present
Citi January 2013 - December 2013
RPOF January 2012 - November 2012
RPOF January 2010 - August 2010
Skills
Computer Technology, Piano Playing, Website Building, Physical Training
Education
University of South Florida 2009 — 2012
Bachelor of Science (B.S.), Business/Managerial Economics, 3.76
Imtiaz Shamim's BNY Mellon Experience September 2013 - Present
Job Account Analyst
Industry Accounting
Experience
BNY Mellon September 2013 - Present
Quality Distribution July 2012 - September 2012
University of South Florida August 2008 - July 2012
University of South Florida February 2011 - March 2011
University of South Florida 2007 - 2011
University of South Florida August 2007 - May 2008
Skills
Excel, Microsoft Office, Access, Microsoft Word, Hindi, Urdu, Accounting, Financial Accounting, Auditing, Customer Service, PowerPoint, Analysis, Account Reconciliation, Microsoft Excel, Leadership
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Accounting
BNY Mellon September 2013 - Present
Quality Distribution July 2012 - September 2012
University of South Florida August 2008 - July 2012
University of South Florida February 2011 - March 2011
University of South Florida 2007 - 2011
University of South Florida August 2007 - May 2008
Skills
Excel, Microsoft Office, Access, Microsoft Word, Hindi, Urdu, Accounting, Financial Accounting, Auditing, Customer Service, PowerPoint, Analysis, Account Reconciliation, Microsoft Excel, Leadership
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Accounting
Helen Sherman Helen Sherman's BNY Mellon Experience April 2013 - December 2014
Job Implementation/Testing/Model Support at BNY Mellon
Industry Computer Software
Experience
BNY Mellon April 2013 - December 2014
The Boeing Company July 2011 - April 2013
Skills
PMP, Requirements Management, Process Improvement, Project Planning, Process Engineering, Systems Engineering, Earned Value Management, Program Management, Aerospace, Integration, Visio, Engineering Management, Software Release Support, HP Quality Center, Software Test..., Process Development, Risk Management, Project Engineering, Software Quality...
Education
University of Southern California 2008 — 2011
Masters, Systems Engineering (Software)
BNY Mellon April 2013 - December 2014
The Boeing Company July 2011 - April 2013
Skills
PMP, Requirements Management, Process Improvement, Project Planning, Process Engineering, Systems Engineering, Earned Value Management, Program Management, Aerospace, Integration, Visio, Engineering Management, Software Release Support, HP Quality Center, Software Test..., Process Development, Risk Management, Project Engineering, Software Quality...
Education
University of Southern California 2008 — 2011
Masters, Systems Engineering (Software)
Andrew Morrow Andrew Morrow's BNY Mellon Experience June 2011 - July 2011
Job Business Development at FirmGreen, Inc.
Industry Renewables & Environment
Experience
FirmGreen, Inc. July 2015 - Present
Analysis Group August 2013 - July 2015
UBS Investment Bank June 2012 - August 2012
BNY Mellon June 2011 - July 2011
D Plans (Shanghai) Consulting Co., Ltd. June 2010 - July 2010
Skills
Bloomberg, Corporate Finance, PowerPoint, New Business Development, Microsoft Office
Education
University of Southern California 2009 — 2013
Bachelor of Science in Business Administration & Bachelor of Arts in International Relations
Corona del Mar High School 2005 — 2009
Harbor Day School
FirmGreen, Inc. July 2015 - Present
Analysis Group August 2013 - July 2015
UBS Investment Bank June 2012 - August 2012
BNY Mellon June 2011 - July 2011
D Plans (Shanghai) Consulting Co., Ltd. June 2010 - July 2010
Skills
Bloomberg, Corporate Finance, PowerPoint, New Business Development, Microsoft Office
Education
University of Southern California 2009 — 2013
Bachelor of Science in Business Administration & Bachelor of Arts in International Relations
Corona del Mar High School 2005 — 2009
Harbor Day School
Timothy Malon Timothy Malon's BNY Mellon Experience March 2013 - September 2015
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
BNY Mellon March 2013 - September 2015
BNY Mellon November 2011 - March 2013
Investment Technology Group, Inc. June 2010 - August 2010
Skills
Financial Markets, Equities
Education
University of Scranton 2007 — 2011
Deutsche Bank September 2015 - Present
BNY Mellon March 2013 - September 2015
BNY Mellon November 2011 - March 2013
Investment Technology Group, Inc. June 2010 - August 2010
Skills
Financial Markets, Equities
Education
University of Scranton 2007 — 2011
Meijuan Hou's BNY Mellon Experience June 2013 - Present
Job CAAG Sr. Reconcilation Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon June 2013 - Present
Mercer February 2013 - March 2013
JPMorgan Chase November 2012 - January 2013
ING October 2006 - August 2012
IBT (now State Street Bank and Trust Company) May 2005 - August 2006
Bank of America December 2000 - April 2004
State Street July 1999 - April 2000
Skills
Accounting, Account Reconciliation, Banking, Cash Management, Auditing, Financial Services, Financial Statements, Portfolio Management, Financial Reporting, Internal Audit
Education
University of South Carolina - The Moore School of Business 1997 — 1999
MBA
BNY Mellon June 2013 - Present
Mercer February 2013 - March 2013
JPMorgan Chase November 2012 - January 2013
ING October 2006 - August 2012
IBT (now State Street Bank and Trust Company) May 2005 - August 2006
Bank of America December 2000 - April 2004
State Street July 1999 - April 2000
Skills
Accounting, Account Reconciliation, Banking, Cash Management, Auditing, Financial Services, Financial Statements, Portfolio Management, Financial Reporting, Internal Audit
Education
University of South Carolina - The Moore School of Business 1997 — 1999
MBA
Maria Nydia Morrison's BNY Mellon Experience March 2008 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
St. Francis De Assisi Montessori School (Plaridel, Bulacan) Inc. Philippines October 2013 - April 2015
BNY Mellon March 2008 - August 2013
The Guardian Life Insurance Company of America September 1996 - September 2007
Education
University of Santo Tomas 1975 — 1979
Bachelor's Degree, Accounting
Immaculata Academy of Malolos 1971 — 1975
High School
St. Francis De Assisi Montessori School (Plaridel, Bulacan) Inc. Philippines October 2013 - April 2015
BNY Mellon March 2008 - August 2013
The Guardian Life Insurance Company of America September 1996 - September 2007
Education
University of Santo Tomas 1975 — 1979
Bachelor's Degree, Accounting
Immaculata Academy of Malolos 1971 — 1975
High School
Sean Parsons's BNY Mellon Experience 2012 - 2014
Job Fixed Income Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
BNY Mellon 2012 - 2014
Pershing, a BNY Mellon company 2010 - 2012
Bonds.com 2008 - 2010
Goldman Sachs 2002 - 2008
Skills
Fixed Income, Equities, Trading, Series 7, Series 63, Capital Markets, Bloomberg, Securities, Hedge Funds, Asset Management, Proprietary Trading, Market Making, Investments, Series 79, Financial Risk, Wealth Management, Investment Advisory, Options, Alternative Investments, Bonds, Derivatives, FINRA, Underwriting, Risk Management, Financial Markets, Trading Systems, Electronic Trading, Equity Trading
Education
University of South Florida 1999 — 2001
Bachelor of Science (B.S.), Finance Concentration
BNY Mellon 2012 - 2014
Pershing, a BNY Mellon company 2010 - 2012
Bonds.com 2008 - 2010
Goldman Sachs 2002 - 2008
Skills
Fixed Income, Equities, Trading, Series 7, Series 63, Capital Markets, Bloomberg, Securities, Hedge Funds, Asset Management, Proprietary Trading, Market Making, Investments, Series 79, Financial Risk, Wealth Management, Investment Advisory, Options, Alternative Investments, Bonds, Derivatives, FINRA, Underwriting, Risk Management, Financial Markets, Trading Systems, Electronic Trading, Equity Trading
Education
University of South Florida 1999 — 2001
Bachelor of Science (B.S.), Finance Concentration
Catherine Vowles's BNY Mellon Experience 1996 - 1998
Job regulatory affairs specialist at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente October 1998 - Present
BNY Mellon 1996 - 1998
Skills
Regulatory Affairs, Microsoft Office, Excel, Research, Project Management, Microsoft Excel
Education
University of Southampton
Kaiser Permanente October 1998 - Present
BNY Mellon 1996 - 1998
Skills
Regulatory Affairs, Microsoft Office, Excel, Research, Project Management, Microsoft Excel
Education
University of Southampton
Bill (George William Ott, III) Ott's BNY Mellon Experience May 2008 - December 2010
Job Investment Adviser Representative
Industry Investment Management
Experience
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Charles Scogna's BNY Mellon Experience August 2012 - Present
Job Asset Servicing Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Sodali November 2010 - October 2011
Robertson Manufacturing June 2010 - November 2010
The Franklin Mint December 2009 - May 2010
Scomed Supply, Inc. May 2008 - December 2009
Skills
Investor Relations, Corporate Governance, Corporate Finance, Capital Markets, Financial Analysis, Securities, Financial Modeling, Financial Reporting, Private Equity, Investments, Due Diligence
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science, Business Administration
John Cabot University 2008 — 2008
BNY Mellon August 2012 - Present
Sodali November 2010 - October 2011
Robertson Manufacturing June 2010 - November 2010
The Franklin Mint December 2009 - May 2010
Scomed Supply, Inc. May 2008 - December 2009
Skills
Investor Relations, Corporate Governance, Corporate Finance, Capital Markets, Financial Analysis, Securities, Financial Modeling, Financial Reporting, Private Equity, Investments, Due Diligence
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science, Business Administration
John Cabot University 2008 — 2008
Ty Jordan's BNY Mellon Experience February 2012 - Present
Job Section Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2012 - Present
Bank of New York Mellon June 2007 - February 2012
Skills
Fixed Income, Bloomberg, Securities, Investment Banking, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Asset Management, Banking, Corporate Finance, Financial Services, Mutual Funds
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon February 2012 - Present
Bank of New York Mellon June 2007 - February 2012
Skills
Fixed Income, Bloomberg, Securities, Investment Banking, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Asset Management, Banking, Corporate Finance, Financial Services, Mutual Funds
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Trey Olcott's BNY Mellon Experience March 2015 - Present
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
PIMCO February 2011 - March 2015
Legg Mason July 2010 - February 2011
Allianz Global Investors June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
University of South Carolina-Columbia 2005 — 2009
BA, Finance
BNY Mellon March 2015 - Present
PIMCO February 2011 - March 2015
Legg Mason July 2010 - February 2011
Allianz Global Investors June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
University of South Carolina-Columbia 2005 — 2009
BA, Finance
Bill Belden's BNY Mellon Experience January 2012 - Present
Job Business Architect at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2012 - Present
Bank of New York Mellon 2004 - Present
UBS 1995 - 1996
JPMorgan Chase 1990 - 1992
Skills
SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Business Requirements, SOA, Software Project..., IT Strategy, Risk Management, Financial Services, User Acceptance Testing, Banking, Project Portfolio...
Education
University of South Florida 1960 — 1964
Mathematics
BNY Mellon January 2012 - Present
Bank of New York Mellon 2004 - Present
UBS 1995 - 1996
JPMorgan Chase 1990 - 1992
Skills
SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Business Requirements, SOA, Software Project..., IT Strategy, Risk Management, Financial Services, User Acceptance Testing, Banking, Project Portfolio...
Education
University of South Florida 1960 — 1964
Mathematics
Eoin Gill's BNY Mellon Experience June 2014 - Present
Job Managing Director & Business Executive US Corporate, Government & NotforProfit Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Bank of New York Mellon October 2005 - June 2014
Mellon Financial May 1999 - October 2005
Brown Brothers Harriman 1997 - 1999
The Boston Company October 1995 - May 1997
Education
University of Southampton 1992 — 1995
BSc, Economics & Politics
BNY Mellon June 2014 - Present
Bank of New York Mellon October 2005 - June 2014
Mellon Financial May 1999 - October 2005
Brown Brothers Harriman 1997 - 1999
The Boston Company October 1995 - May 1997
Education
University of Southampton 1992 — 1995
BSc, Economics & Politics
Nicole Pitsinos's BNY Mellon Experience June 2007 - June 2008
Job Marketing Manager
Industry Cosmetics
Experience
Clinique September 2014 - Present
Coty, Calvin Klein fragrances and ckOne color February 2013 - September 2014
Coty, Calvin Klein fragrances February 2011 - February 2013
Coty, Calvin Klein fragrances September 2010 - January 2011
LVMH FRAGRANCE BRANDS, Fresh July 2008 - September 2010
BNY Mellon June 2007 - June 2008
Cushing Academy June 2006 - May 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Public Speaking, Research, MS Project, Project Management, Project Coordination, Competitive Analysis, Marketing Communications, Retail, Management, Process Improvement, Marketing, Coaching, Social Media Marketing, Recruiting, Leadership, Product Development, Budgets, Market Research, Training, Facebook, Social Networking, Fashion, Brand Management
Education
University of South Carolina-Columbia 2003 — 2006
BA, English
Newburgh Free Academy 2000 — 2003
Clinique September 2014 - Present
Coty, Calvin Klein fragrances and ckOne color February 2013 - September 2014
Coty, Calvin Klein fragrances February 2011 - February 2013
Coty, Calvin Klein fragrances September 2010 - January 2011
LVMH FRAGRANCE BRANDS, Fresh July 2008 - September 2010
BNY Mellon June 2007 - June 2008
Cushing Academy June 2006 - May 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Public Speaking, Research, MS Project, Project Management, Project Coordination, Competitive Analysis, Marketing Communications, Retail, Management, Process Improvement, Marketing, Coaching, Social Media Marketing, Recruiting, Leadership, Product Development, Budgets, Market Research, Training, Facebook, Social Networking, Fashion, Brand Management
Education
University of South Carolina-Columbia 2003 — 2006
BA, English
Newburgh Free Academy 2000 — 2003
Daniel (Dan) McDermond's BNY Mellon Experience July 2010 - March 2013
Job Application Developer at Highmark BCBS Delaware
Industry Information Technology and Services
Experience
Highmark December 2013 - Present
Accomplished IT Professional in the Greater Philadelphia and Wilmington areas March 2013 - December 2013
BNY Mellon July 2010 - March 2013
PNC March 1998 - July 2010
Computer Aid, Inc. May 1996 - March 1998
Master Lease div of Tokai Financial Services July 1990 - May 1996
Skills
CICS, COBOL, VSAM, JCL, CSF, Easytrieve, Fileaid, Mainframe, MVS, TSO, Xpediter, Endeavor, DB2, IBM Mainframe, IBM Utilities, Software Development..., SDLC, Syncsort, SOA, Business Process, Process Improvement, Business Process..., Software Development, Disaster Recovery, Programming, Software Engineering, Analysis, Technical Support, Technical Project..., Program Management, Business Analysis, Requirements Gathering, Access, Testing, Business Requirements, Data Warehousing
Education
University of Scranton 1986 — 1990
B.S., Management
THE CHUBB INSTITUTE 1995 — 1996
Diploma, Computer Programming
Highmark December 2013 - Present
Accomplished IT Professional in the Greater Philadelphia and Wilmington areas March 2013 - December 2013
BNY Mellon July 2010 - March 2013
PNC March 1998 - July 2010
Computer Aid, Inc. May 1996 - March 1998
Master Lease div of Tokai Financial Services July 1990 - May 1996
Skills
CICS, COBOL, VSAM, JCL, CSF, Easytrieve, Fileaid, Mainframe, MVS, TSO, Xpediter, Endeavor, DB2, IBM Mainframe, IBM Utilities, Software Development..., SDLC, Syncsort, SOA, Business Process, Process Improvement, Business Process..., Software Development, Disaster Recovery, Programming, Software Engineering, Analysis, Technical Support, Technical Project..., Program Management, Business Analysis, Requirements Gathering, Access, Testing, Business Requirements, Data Warehousing
Education
University of Scranton 1986 — 1990
B.S., Management
THE CHUBB INSTITUTE 1995 — 1996
Diploma, Computer Programming
Diane Doyle-Love's BNY Mellon Experience 1995 - Present
Job Manager, Employee Health and Productivity at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 1995 - Present
Education
University of South Carolina-Columbia
BNY Mellon 1995 - Present
Education
University of South Carolina-Columbia
Jennie Thompson's BNY Mellon Experience 2012 - Present
Job Sales and Relationship Management, Vice President
Industry Financial Services
Experience
BNY Mellon 2012 - Present
BNY Mellon 2006 - 2010
BNY Mellon 2002 - 2006
Skills
Fixed Income, ABS, Derivatives, Bloomberg, Capital Markets, Structured Finance, Portfolio Management, Structured Products, Bonds
Education
University of Southampton 1999 — 2002
Bachelor of Science (BSc), Economics
BNY Mellon 2012 - Present
BNY Mellon 2006 - 2010
BNY Mellon 2002 - 2006
Skills
Fixed Income, ABS, Derivatives, Bloomberg, Capital Markets, Structured Finance, Portfolio Management, Structured Products, Bonds
Education
University of Southampton 1999 — 2002
Bachelor of Science (BSc), Economics
Rena Nakashima's BNY Mellon Experience 2012 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2012 - Present
BNY Mellon 2004 - 2012
Morgan Stanley 2003 - 2004
Skills
Product Management, Financial Services, Fixed Income, Product Marketing, Business Analysis, Product Development, Competitive Analysis, Pricing, Relationship Management, Cross-functional Team..., Risk Management
Education
University of Southern California 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
BNY Mellon 2012 - Present
BNY Mellon 2004 - 2012
Morgan Stanley 2003 - 2004
Skills
Product Management, Financial Services, Fixed Income, Product Marketing, Business Analysis, Product Development, Competitive Analysis, Pricing, Relationship Management, Cross-functional Team..., Risk Management
Education
University of Southern California 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Alex Briffett's BNY Mellon Experience June 2012 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2012 - Present
BNY Mellon February 2007 - June 2012
Education
Arcadia High School
University of San Diego
BNY Mellon June 2012 - Present
BNY Mellon February 2007 - June 2012
Education
Arcadia High School
University of San Diego
Jennifer Tillery's BNY Mellon Experience July 2014 - Present
Job Asset Servicing/ Acct Admin at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2014 - Present
SunTrust Bank April 2012 - April 2014
APPS Paramedical June 2010 - June 2011
Residential Finance Corporation November 2007 - October 2008
Executive Insurance Consultants March 2007 - November 2007
Skills
Sales, Customer Service, Credit, Mortgage Lending, Marketing, Analysis, Loans, Customer Satisfaction, Investments, Finance, Risk Management, Insurance, Leadership, Microsoft Excel
Education
University of South Florida 2009 — 2011
Bachelor of Science, Finance
BNY Mellon July 2014 - Present
SunTrust Bank April 2012 - April 2014
APPS Paramedical June 2010 - June 2011
Residential Finance Corporation November 2007 - October 2008
Executive Insurance Consultants March 2007 - November 2007
Skills
Sales, Customer Service, Credit, Mortgage Lending, Marketing, Analysis, Loans, Customer Satisfaction, Investments, Finance, Risk Management, Insurance, Leadership, Microsoft Excel
Education
University of South Florida 2009 — 2011
Bachelor of Science, Finance
Peter C. Sutton's BNY Mellon Experience COO and Treasure of Mutual FundsAIG SunAmerica Asset Management CorpSeptember 1990 - September 2002
Job Managing DirectorRelationship Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon COO and Treasure of Mutual FundsAIG SunAmerica Asset Management CorpSeptember 1990 - September 2002
Education
University of Scranton 1982 — 1986
B.S., Accounting
BNY Mellon COO and Treasure of Mutual FundsAIG SunAmerica Asset Management CorpSeptember 1990 - September 2002
Education
University of Scranton 1982 — 1986
B.S., Accounting
Annie Wu's BNY Mellon Experience October 2003 - September 2006
Job Assistant Controller
Industry Investment Management
Experience
The Jewish Federation of Greater Los Angeles December 2013 - Present
Ares Management February 2010 - December 2013
Thomas Properties Group October 2008 - February 2010
PriceWaterhouseCoopers September 2006 - October 2008
BNY Mellon October 2003 - September 2006
Skills
Financial Analysis, US GAAP, Investments, Internal Controls, Auditing, Financial Statements, Hedge Funds, Accounting, Financial Reporting, Fund Accounting, Valuation, GAAP, Financial Accounting
Education
University of Southern California
BS, Accounting
The Jewish Federation of Greater Los Angeles December 2013 - Present
Ares Management February 2010 - December 2013
Thomas Properties Group October 2008 - February 2010
PriceWaterhouseCoopers September 2006 - October 2008
BNY Mellon October 2003 - September 2006
Skills
Financial Analysis, US GAAP, Investments, Internal Controls, Auditing, Financial Statements, Hedge Funds, Accounting, Financial Reporting, Fund Accounting, Valuation, GAAP, Financial Accounting
Education
University of Southern California
BS, Accounting
Patrick Molignano's BNY Mellon Experience July 2011 - September 2013
Job RFP Specialist at Delaware Investments
Industry Financial Services
Experience
Delaware Investments September 2013 - Present
BNY Mellon July 2011 - September 2013
Delaware Investments, a member of the Macquarie Group April 2010 - July 2011
Advanced Health Media (AHM) October 2005 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Photoshop, Budgets, Strategic Planning
Education
University of Scranton 2001 — 2005
Bachelor of Arts (B.A.), History
Delaware Investments September 2013 - Present
BNY Mellon July 2011 - September 2013
Delaware Investments, a member of the Macquarie Group April 2010 - July 2011
Advanced Health Media (AHM) October 2005 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Photoshop, Budgets, Strategic Planning
Education
University of Scranton 2001 — 2005
Bachelor of Arts (B.A.), History
John Knopp's BNY Mellon Experience May 2012 - April 2013
Job Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. June 2014 - August 2015
JPMorgan Chase & Co. April 2013 - June 2014
BNY Mellon May 2012 - April 2013
Education
University of South Carolina-Columbia 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. June 2014 - August 2015
JPMorgan Chase & Co. April 2013 - June 2014
BNY Mellon May 2012 - April 2013
Education
University of South Carolina-Columbia 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Justine Miyahara's BNY Mellon Experience December 2013 - April 2014
Job
Industry Financial Services
Experience
Capital Group July 2014 - November 2014
BNY Mellon December 2013 - April 2014
Towers Watson February 2012 - December 2012
J.P. Morgan April 2009 - November 2011
Union Bank of the Philippines March 2008 - May 2008
Skills
Investments, Financial Analysis, Banking, Pension Funds, Hedge Funds, Bloomberg, Fund Accounting, Securities, Mutual Funds, Process Migration, Corporate Actions, Financial Reporting, Pricing, Excel, PowerPoint, Research, AS400, Sungard GMI, Alternative Investments, Investment Performance, DTC, Total Return, Microsoft Excel
Education
University of Santo Tomas 2005 — 2009
BSBA Major in Financial Management
Capital Group July 2014 - November 2014
BNY Mellon December 2013 - April 2014
Towers Watson February 2012 - December 2012
J.P. Morgan April 2009 - November 2011
Union Bank of the Philippines March 2008 - May 2008
Skills
Investments, Financial Analysis, Banking, Pension Funds, Hedge Funds, Bloomberg, Fund Accounting, Securities, Mutual Funds, Process Migration, Corporate Actions, Financial Reporting, Pricing, Excel, PowerPoint, Research, AS400, Sungard GMI, Alternative Investments, Investment Performance, DTC, Total Return, Microsoft Excel
Education
University of Santo Tomas 2005 — 2009
BSBA Major in Financial Management
Thomas Yetman, CPA's BNY Mellon Experience June 2012 - August 2012
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP September 2013 - Present
BNY Mellon June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Public Speaking, Accounting, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Research
Education
University of Scranton 2011 — 2013
Master of Business Administration (M.B.A.), Accounting & Finance
University of Scranton 2008 — 2012
Bachelor of Science (BS), Accounting
Mater Dei High School 2004 — 2008
High School
PricewaterhouseCoopers LLP September 2013 - Present
BNY Mellon June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Public Speaking, Accounting, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Research
Education
University of Scranton 2011 — 2013
Master of Business Administration (M.B.A.), Accounting & Finance
University of Scranton 2008 — 2012
Bachelor of Science (BS), Accounting
Mater Dei High School 2004 — 2008
High School
Erika Cea's BNY Mellon Experience April 2011 - July 2011
Job Receptionist at Kilpatrick Townsend & Stockton LLP
Industry Financial Services
Experience
Kilpatrick Townsend & Stockton LLP July 2013 - Present
Brown & Toland Physicians August 2012 - April 2013
CBRE July 2012 - August 2012
Gryphon Investors February 2012 - May 2012
Weston Presidio September 2011 - February 2012
BNY Mellon April 2011 - July 2011
Vista Equity Partners August 2010 - September 2010
Federal Reserve System March 2010 - July 2010
BlackRock November 2009 - December 2009
IDG Ventures July 2009 - August 2009
Skills
Microsoft Office, Salesforce.com, Condeco, Concur, Lotus Notes
Education
University of San Francisco
Bachelor of Arts (B.A.), Physical Administration
Kilpatrick Townsend & Stockton LLP July 2013 - Present
Brown & Toland Physicians August 2012 - April 2013
CBRE July 2012 - August 2012
Gryphon Investors February 2012 - May 2012
Weston Presidio September 2011 - February 2012
BNY Mellon April 2011 - July 2011
Vista Equity Partners August 2010 - September 2010
Federal Reserve System March 2010 - July 2010
BlackRock November 2009 - December 2009
IDG Ventures July 2009 - August 2009
Skills
Microsoft Office, Salesforce.com, Condeco, Concur, Lotus Notes
Education
University of San Francisco
Bachelor of Arts (B.A.), Physical Administration
Maria Tsuji's BNY Mellon Experience
Job VP . Internal Audit . BNY Mellon
Industry Financial Services
Experience
BNY Mellon
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Banking
Education
University of Southern California
Bachelor of Science (B.S.), Electrical Engineering
BNY Mellon
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Banking
Education
University of Southern California
Bachelor of Science (B.S.), Electrical Engineering
Susan Pak's BNY Mellon Experience May 2001 - Present
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2001 - Present
Education
University of Southern California
BNY Mellon May 2001 - Present
Education
University of Southern California
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