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
HedgeServ April 2015 - Present
SS&C Technologies October 2014 - April 2015
BNY Mellon November 2012 - October 2014
Ridgewood Savings Bank November 2001 - November 2012
Insurance Information Institute May 2001 - October 2001
Skills
Banking, Cash Management, Financial Analysis, Financial Reporting, Retail Banking, Customer Service, Account Reconciliation, PowerPoint, Microsoft Office, Teamwork, OFAC, Bank Secrecy Act, Microsoft Excel, AML, Coaching, Team Leadership, Customer Satisfaction, Relationship Management, Team Building, Branch Management, Deposits, Finance, USA PATRIOT Act, KYC, Loans, Risk Management, Financial Services, Hedge Funds, Alternative Investments, Anti Money Laundering
Education
Northeastern University 2011 — 2012
Master of Science (M.S.), Finance/Investment
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Finance
Borough of Manhattan Community College
Associate of Science (A.S.), Computer Programming
LS Power November 2007 - Present
BNY Mellon June 2007 - August 2007
SL Green September 2003 - June 2007
Skills
Photography, Avaya PBX, Windows, Blackberry, Blackberry Enterprise..., Windows Server, Adobe Creative Suite, Nortel, Troubleshooting, Servers, Avaya, Networking, Technical Support, Software Installation, Help Desk Support, Hardware, Laptops, Printers, Lotus Notes, Firewalls, VMware, Telecommunications, Windows 7, Computer Hardware, SharePoint, Microsoft Office, Citrix, Avaya Technologies
Education
Chubb Institute 2002 — 2003
Networking
Borough of Manhattan Community College 1999 — 2002
Computer Science
BNY Mellon July 2015 - Present
BNY Mellon April 2013 - Present
Bank of New York Mellon November 2009 - Present
Norinchukin Bank February 2008 - October 2009
WaMu July 2006 - January 2008
American Home Mortgage March 2004 - July 2006
Franklin First Financial May 2002 - March 2004
Skills
Risk Management, Credit Risk, Fixed Income, Portfolio Management, Analytics, Financial Risk, Market Risk, Credit, Analysis, Trading, Loans, Program Management
Education
Hofstra University 2002 — 2005
MBA, Finance
Binghamton University 1998 — 2001
BA, Psychology
McKinsey & Company June 2015 - Present
MUFG Americas July 2014 - January 2015
BNY Mellon October 2012 - July 2014
BNY Mellon May 2010 - October 2012
TIAA-CREF September 2008 - May 2010
TIAA-CREF May 2008 - September 2008
Gartner April 2006 - May 2008
Rapidigm 2000 - 2006
GMACI 2000 - 2005
HCL Perot Systems 1999 - 2000
Skills
Enterprise Architecture, SOA, Solution Architecture, Architecture, CRM, Business Intelligence, Siebel, Salesforce.com, Agile Methodologies, Software Project..., Data Warehousing, Oracle, SDLC, IT Strategy, Business Analysis, Requirements Analysis, Architectures
Education
Bharati Vidyapeeth 1991 — 1996
Computers
Binghamton University August 2014 - Present
EDF Renewable Energy Inc. (a subsidiary of EDF Energies Nouvelles S.A.) June 2015 - August 2015
BNY Mellon October 2012 - July 2014
BNY Mellon July 2011 - October 2012
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Microsoft Excel, Management, Team Management, Microsoft Office, Market Research, Public Speaking, Research, PowerPoint, Data Analysis, Teamwork
Education
Binghamton University - School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Symbiosis International University 2009 — 2011
Master's degree, commerce
Bharati Vidyapeeth 2006 — 2009
Bachelor of Commerce (BCom), Business Administration and Management, General
St Aloysius High School
High school, Primary Education
BNY Mellon January 1980 - Present
Skills
Mutual Funds, Financial Analysis, Financial Services, Banking, Equities, Securities, Fixed Income, Asset Management, Investments, Wealth Management
Education
State University of New York at Binghamton 1976 — 1979
Bachelor's degree, Accounting
Suffolk County Community College 1975 — 1976
BNY Mellon June 2005 - Present
State Street Corporation January 2003 - September 2004
Deutsche Bank 1999 - 2003
Bankers Trust 1992 - 1999
KPMG Peat Marwick 1989 - 1991
BDO Seidman 1986 - 1989
Chassin Kandell 1984 - 1986
Schwaeber and Sloane, PC 1982 - 1984
Education
State University of New York at Binghamton
BS
Navigant 2014 - 2014
Loomis, Sayles & Company December 2011 - January 2012
AquaEnergy November 2010 - August 2011
BNY Mellon 2000 - 2009
Various Contract Positions 1997 - 2000
Andersen Consulting 1994 - 1997
Fidelity Investments 1990 - 1993
Skills
Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Limited Partnerships, Financial Services, Project Management, Manage Client..., Anti Money Laundering, Transfer Agency, Business Analysis, Operational Risk, Supervisory Experience, Business Process..., Process Implementation, Service Launches, CFA Program - Pased..., Partnership Accounting, SQL*Plus, Offshore Funds, Document Review, InvestOne, Fund Services, Team Management, Mentoring Of Staff, Networking, Manage client..., KYC, Operational Due..., Investment Management, Corporate Actions
Education
Boston College
BS, Finance
Syracuse University - International Programs Abroad
The Roxbury Latin School
TS Capital, LLC January 2014 - Present
BNY Mellon April 2012 - January 2014
Bank of New York Mellon July 2007 - April 2012
State University of New York at Binghamton August 2005 - May 2007
Mittal Steel May 2006 - August 2006
Merrill Lynch June 2002 - January 2005
Skills
Unit Investment Trusts, Procedure Development, Client Relations Skills, Maintaining Strong..., Operational Streamlining, Charles River IMS, Accounting System, Microsoft Excel, Public Speaking, Employee Training, Technology Integration, Change Management, Series 7
Education
Binghamton University 2003 — 2007
BS, Finance
AXA Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2013
BNY Mellon January 2010 - May 2010
Skills
Financial Services, Investments, Financial Advisory, Strategic Financial..., Auditing, Portfolio Management, Mutual Funds, Banking, Microsoft Excel, Training, Management, PowerPoint, Financial Planning, Finance, Microsoft Office, Equities
Education
Binghamton University - School of Management 2010 — 2012
Bachelor of Science (BS), Finance, Marketing
Northeastern University 2008 — 2010
OpenLink Financial January 2013 - Present
OpenLink Financial January 2012 - January 2013
BNY Mellon July 2010 - January 2012
BNY Mellon January 2008 - July 2010
Skills
Access, Microsoft Excel, User Acceptance Testing, Quality Center, Test Planning, SDLC, Software Quality..., Requirements Analysis, Quality Assurance, Regression Testing, Test Cases, Testing, Business Analysis, Fixed Income, Bloomberg, Financial Analysis, Risk Management, Derivatives, Financial Services
Education
Binghamton University 2006 — 2007
MBA, Business Management
St. John's University 2001 — 2005
BA, Finance
BNY Mellon August 2015 - Present
T. Rowe Price January 2015 - Present
T. Rowe Price January 2012 - January 2015
T. Rowe Price April 2010 - January 2012
T. Rowe Price September 2009 - April 2010
T. Rowe Price September 2007 - September 2009
T. Rowe Price October 2005 - September 2007
First Columbia Bank & Trust Co. March 2004 - October 2005
Skills
Equities, Account Reconciliation, Derivatives, Options, Fixed Income, Process Improvement, Business Process..., Operations Management, Associate Development, Management, Term Loan, Middle Office, Business Process, Change Management, Settlement, Loans, Accounting
Education
University of Maryland University College 2010 — 2012
MBA, Management
Bloomsburg University of Pennsylvania 2000 — 2003
BS, Marketing
Onondaga Abstract March 2014 - Present
Berkshire Bank February 2013 - March 2014
Unemployed April 2012 - February 2013
BNY Mellon October 2007 - March 2012
BNY Mellon September 2006 - October 2007
WSTM NBC-3/WTVH CBS-5/WSTQ CW-6 April 2003 - September 2006
Skills
Business Requirements, Financial Analysis, Account Reconciliation, Bank Reconciliation, Recon, Process Improvement, Business Process, Business Process..., Business Process..., Financial Reporting, Ad Hoc Reporting, Daily Reports, Training, Employee Training, Research Projects, Exception Management, Teamwork, Trust, Corporate Trust, Standardization, Standards Compliance, Workflow Management, Workflow, Managing Workflow, Business Workflows, Workflow Diagrams, Microsoft Excel, Microsoft Office, Microsoft Word, PeopleSoft, Analytic Problem Solving, Root Cause Problem..., Problem Solving, Time Management, Benefits Administration, Securities, Analysis, Financial Services, PowerPoint, Accounting, Team Building, Program Management, Account Management, Project Management, Customer Service, ACH, Cash Management, Loans, Lotus Notes, Loan Origination
Education
Onondaga Community College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Electronic Media Communications
Binghamton University 1998 — 2000
Accounting and Finance
BNY Mellon January 2013 - Present
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin Templeton Investments March 2015 - Present
CME Group October 2014 - Present
UCONN Financial Risk Management Program August 2013 - December 2014
Self Employed January 2012 - September 2013
Avila Capital Markets March 2011 - September 2011
Barnard Jacobs Mellett June 2007 - July 2010
BNY Mellon June 1999 - June 2007
Bank of NY Mellon/B-Trade June 1999 - December 2000
Liberty Mutual Insurance November 1998 - June 1999
Skills
Series 7, Equities, Trading, Emerging Markets, Bloomberg, Securities, Equity Trading, Relationship Management, Portfolio Management, Wealth Management, Metals and Mining, FX trading, Electronic Trading, Finance, Proprietary Trading, FX Options, Structured Products, Options, Derivatives, Asset Management, Fixed Income, Private Equity, Stocks, Foreign Exchange, Investment Management, Mutual Funds, Investment Banking, Capital Markets, Investment Strategies, Series 63, Investments, Commodity, Hedge Funds, Equity Research, Financial Risk, Financial Advisory, Currency, Alternative Investments, Equity Valuation, Trading Systems, Investment Advisory, Hedging, Corporate Finance, Due Diligence, Back Office, Venture Capital, Investor Relations, Financial Markets, Valuation, Asset Allocation
Education
University of Connecticut 2013 — 2014
MS, Financial Risk Management
Boston College 1994 — 1998
Bachelor of Science, Finance and Economics
Mount Saint Michael 1990 — 1994
Wells Fargo April 2015 - Present
Bank of America January 2013 - April 2015
KPMG US May 2012 - January 2013
BNY Mellon May 2010 - May 2012
State Street December 2006 - April 2010
Farmers Insurance January 2006 - November 2006
General Motors September 2004 - December 2005
Skills
Quality Center, QTP, Regression Testing, Test Planning, Test Cases, Test Management, System Testing, Regression, ClearQuest, Test Estimation, Manual Testing, Defect Tracking, Web Testing, Black Box Testing, Performance Testing, Integration Testing, Test Strategy, Software Quality..., Test Automation, Test Execution, System Integration..., Requirements Analysis, Testing, Waterfall, Quality Assurance, Scrum, Mobile Testing, Perfecto Mobile, Device Anywhere, Project Management, Agile Testing, End-to-end Testing, V-Model, Test Design, Test Analysis, Software Configuration..., Software Quality, PL/SQL, UI testing, Agile, Automation, SQL, Risk Based Testing, Black Box, Test Tools, Test Methodologies, QA Automation, Functional Testing, Agile Methodologies, SDLC
Education
Birla Institute of Technology and Science, Pilani 2004 — 2008
MS, Software Engineering
Sri Chandrasekara Sarawathi Vishwa Maha Vidyalaya, Kanchipuram, India 2001 — 2004
Bachelor of Science (B.Sc.), Computer Science
Vi-Jon December 2008 - Present
Prime Package & Label February 2008 - November 2008
Barnes & Noble 2005 - 2008
BNY Mellon 2004 - 2008
The Pie Stand 1995 - 2000
Skills
Forecasting, Demand Planning, Demand Management, Supply Chain, SAP, Data Analysis, Data Modeling, Demand Solutions, DSX, Data Entry, Demand Forecasting, Procedure Development, Procedure Creation, Procedure Manuals, Microsoft Excel, SharePoint, Employee Training, SAP BI, Outlook, PowerPoint, Proficient Typing Skills, Adding Machine, Automated Accounting..., Lotus Notes, Customer Service, Budgets, Budget Process, Bank Reconciliation, Account Reconciliation, AFS, Auditing, Social Media, PeopleSoft, People-oriented, Musical Instruments, Anti Money Laundering, Microsoft Publisher, Label Traxx, Inventory Management, Consumer Products, Collaboration, Problem Solving, Retail, Restaurants, Leadership, Training
Education
State University of New York College at Plattsburgh 2000 — 2004
Bachelor of Science (BS), Business/Commerce, General
Bond University
International Business
Density January 2014 - Present
WizzyWig March 2013 - November 2013
Insurance Zebra February 2012 - November 2012
BNY Mellon November 2010 - July 2012
25eight December 2009 - March 2011
Bank of New York Mellon June 2009 - December 2009
The Bank of New York Mellon October 2007 - June 2009
Verizon June 2007 - September 2007
Skills
Python, Java, MySQL, jQuery, C, Django, PHP, SQL, JavaScript, Ruby, C++, Web Applications, Software Development, Git, Algorithms
Education
State University of New York at Binghamton 2005 — 2009
Bachelor of Science, Computer Science
Greenbacker Renewable Energy LLC August 2013 - Present
BNY Mellon April 2008 - March 2013
Guardian Life June 2005 - December 2007
State Street September 1982 - June 2003
Skills
Investments, Start-ups, Leadership, Executive Management, Financial Services, ETFs, Risk Management, Asset Management, Strategic Planning, Private Equity, Mutual Funds, Accounting, Due Diligence, Management, Mergers & Acquisitions, Board of Directors, Board Governance, Advisory Boards
Education
Boston College 1974 — 1978
BA, Business and Accounting
Wells Fargo May 2015 - Present
Forward Capital Partners October 2013 - May 2015
BNY Mellon October 1990 - August 2013
BNY Mellon Asset Management September 2009 - July 2012
BNY Mellon Asset Management November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation January 2000 - November 2006
Mellon Trust October 1995 - January 2000
The Boston Company October 1990 - October 1995
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management
Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate
University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Boston College
Bachelor of Arts (B.A.), Economics and Political Science
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance July 2012 - July 2014
BNY Mellon June 2011 - June 2012
The Bank of New York Mellon August 2008 - May 2011
The Bank of New York Mellon March 2008 - July 2008
The Bank of New York Mellon December 2007 - February 2008
The Bank of New York Mellon January 2007 - November 2007
Bank of New York Mellon January 2006 - December 2006
Skills
Strategic Consulting, Strategic Partnerships, Product Management, Umbrella Insurance, Competitive Analysis, Commercial Insurance, Analytics, Securities, Financial Services, Mutual Funds, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Banking, Data Analysis, Global Operations, Global Custody, Team Building, Data Modeling, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
Master of Business Administration (M.B.A.)
Boston College 2001 — 2005
BA, Economics
St. John's Prep 1997 — 2001
Building Services 32BJ Benefit Funds November 2012 - Present
BNY Mellon August 1981 - October 2009
The Bank of New York Mellon January 1981 - January 2009
The Bank of New York Mellon January 2000 - January 2003
The Bank of New York Mellon January 1990 - January 1999
The Bank of New York Mellon January 1984 - January 1990
The Bank of New York Mellon January 1982 - January 1984
Skills
Administrative..., Pensions, Outlook, Invoicing, Time Management, Office Management, Leadership, Management, Office Administration, Lotus Notes, Customer Service, Microsoft Excel, Insurance, Microsoft Word, PowerPoint, Event Planning, Spanish, Retirement, Life Insurance
Education
Borough Manhattan Community College 2011 — 2011
Certificated Administrative Professional Studies
Borough of Manhattan Community College 2011 — 2011
Certificated Administrative Professional Studies
William Cullen Bryant 1980 — 1983
H.S. Academic Diploma
William Cullen Bryant, H.S.
High School Dipolma, Secretarial Studies
BNY Mellon July 2015 - Present
NFP Advisor Services March 2014 - July 2015
Cetera Financial Specialists July 2009 - March 2014
Genworth Financial 2009 - 2011
Genworth Financial February 2006 - June 2009
UBS Financial Services August 2003 - February 2006
Skills
CERTIFIED FINANCIAL..., Series 24, Series 7, Series 66, Life & Health Insurance..., Investments, Leadership, Mutual Funds, Practice Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Trading, Bonds
Education
Binghamton University 1999 — 2003
Bachelors of Science, Economics with a Specialization in Finance
ClearBridge Investments April 2011 - Present
BNY Mellon December 2009 - February 2011
iNautix Technologies December 2007 - October 2009
Cybernet Software Systems November 2006 - December 2007
Skills
Java, Java EE, JQUERY, Oracle / SQL Server, FLEX, SDLC, SOA, Flex, Weblogic, Java Enterprise Edition, jQuery
Education
Bharathidasan University 2004 — 2006
MBA, Business Administration
Madurai Kamaraj University 1997 — 2000
MCA, Computer Applications
Yadava College 1994 — 1997
B.Sc, Physics
BNY Mellon May 2011 - Present
JPMorgan Chase January 2007 - January 2011
JPMorgan Chase January 2005 - December 2006
JPMorgan Chase January 2003 - December 2004
JPMorgan Chase January 2001 - December 2002
JPMorgan Chase January 1995 - December 2000
Deutsche Bank (previously Bankers Trust Co.) January 1991 - December 1994
Deutsche Bank (previously Bankers Trust Co.) June 1987 - December 1991
Skills
Sales Management, Banking, Product Management, Securities, Securitization, Asset Management, FX, Series 7, Series 63, Asset Managment, Structured Finance, Bonds, Financial Services, Mutual Funds, Fixed Income, Structured Products, Capital Markets, Finance, Derivatives, Strategy, Hedge Funds, Equities, Investments, Alternative Investments, Financial Markets, CRM, Investment Management, Bloomberg, Investment Banking, Portfolio Management, Relationship Management, Private Equity, ABS, Credit Derivatives, Executive Management, Financial Structuring, Funding, MBS, Trading, Valuation
Education
Credit Training / Series 7 & 64 1997 — 1997
Credit
Columbia University - Columbia Business School 1986 — 1988
MBA in Finance, Finance
Binghamton University 1982 — 1986
bs, economics
Polytechnic of North London 1985 — 1985
BS, Economics
Cisco Systems April 2013 - Present
Cisco February 2010 - September 2012
Wells Fargo September 2009 - February 2010
Cognizant September 1998 - July 2009
BNY Mellon November 2007 - June 2009
Chase November 2006 - October 2007
DFS February 2002 - October 2006
Robert Half Technology October 2000 - October 2001
Skills
Data Center, SDLC, Project Delivery, Infrastructure, Project Management, Software Project..., Business Process, Enterprise Architecture, IT Strategy, PMP, ITIL, Management, Program Management, Global Delivery, Solution Architecture, Pre-sales, Information Technology
Education
Birla Institute of Technology
Master of Science (MS), Computer Software Engineering
University of Pune
Bachelor of Engineering, Industrial Electronics Engg.
Mount Sinai Beth Israel February 2015 - Present
Phillips Beth Israel School of Nursing August 2011 - February 2014
BNY Mellon May 2006 - January 2011
BNY Mellon 2003 - 2006
Skills
Fixed Income, Securities, Bloomberg, Equities, Mutual Funds, Derivatives, Bonds, Capital Markets, Financial Services, Investments, Financial Modeling, Healthcare, Nursing
Education
Phillips Beth Israel School of Nursing 2014 — 2016
Bachelor’s Degree, Nursing Science
Phillips Beth Israel School of Nursing 2011 — 2014
Associate's Degree, Nursing
Binghamton University 1997 — 2001
BA, Economics
BNY Mellon March 2014 - Present
BNY Mellon September 2010 - April 2014
Bank of America 2007 - 2010
Bank of America 2005 - 2007
Citigroup 2000 - 2005
PricewaterhouseCoopers 1996 - 2000
WeiserMazars LLP 1994 - 1996
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Investment Management, Portfolio Management, Investments, Asset Management, Competitive Analysis, Capital Markets, Mutual Funds, Strategic Financial..., Finance, Mergers, Due Diligence, Financial Reporting, Private Banking, Financial Modeling, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
The Partnership, Inc. 2013 — 2014
Next Generation Executive Program
Binghamton University 1992 — 1994
Bachelor of Science (BS), Accounting
Boston Financial Data Services 2003 - 2014
BNY Mellon 1996 - 2002
Scudder Investments 1978 - 1996
Skills
Customer Experience, Leadership Development, Organizational..., Talent Development and..., Needs assessment and..., Succession Planning, Coaching, Change Management, Leadership, Training, Organizational..., Onboarding, 360 Feedback, Management, Talent Management, Program Management, CRM, Financial Services, Process Improvement
Education
Boston College
B.A., cum laude, Education
Lesley University
Masters, Training and Development
University of Massachusetts Boston
M.Ed, Education
J.P. Morgan January 2014 - Present
SCS Financial January 2012 - December 2012
BNY Mellon January 2010 - July 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
COLT Telecom (minority owned by Fidelity Investments) 2003 - 2003
Fidelity International 2002 - 2003
Fidelity International 1999 - 2002
Fidelity Investments 1988 - 1999
Skills
Product Marketing, Business Strategy, Wealth Management, Asset Management, Product Management, Strategic Planning, P&L Management, Marketing Strategy, Segmentation, Strategic Partnerships, Business Relationship..., Executive Management, New Business Development, Start-up Ventures, Growth Strategies, International, Alternative Investments, Start-ups, Financial Advisory, Hedge Funds, Fund Of Funds, Marketing, Relationship Management, Absolute Return
Education
UNIVERSITY OF TEXAS
Masters, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Finance
Presidio November 2011 - Present
Hutto Police Department August 2010 - February 2011
BNY Mellon July 2005 - August 2010
Universal Computer Systems March 2001 - June 2005
Skills
Cisco Unified..., Cisco Unity Connection, Cisco Unified Presence, Cisco Telepresence, Cisco Digital Media..., Telepresence
Education
CCLEA
Texas A&M University
Blinn College
Associate of Science (A.S.), Social Sciences
Sam Houston State University
Bachelor of Arts (B.A.), Philosophy
Pun & McGeady LLP September 2013 - October 2014
BNY Mellon December 2012 - June 2013
University of Pittsburgh, Internal Auditing July 2012 - August 2012
Thermal Industries, Inc. May 2012 - August 2012
University of Pitttsburgh January 2012 - May 2012
HUANG's Tax Service February 2012 - April 2012
United Way of America January 2012 - April 2012
Skills
fluent in Mandarin..., Microsoft Word, Excel,..., Accounting, Auditing, Income Tax, Tax Preparation, CPA, Financial Statements, Internal Audit, External Audit, Analysis, Financial Analysis, Financial Reporting, Microsoft Excel, Sales Tax, QuickBooks, General Ledger
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Accounting, Accounting, 3.78
Ritsumeikan Asia Pacific University 2007 — 2011
Banchelor, Accounting, 3.82
University of Oklahoma 2009 — 2010
Exchange Student, Accounting, 4.0
State University of New York at Binghamton
Horizon Kinetics, LLC January 2009 - Present
Olstein Capital September 2007 - October 2008
Clay Finlay January 2002 - September 2007
Orbitex Group of Funds June 1999 - December 2002
Orbitex Management, Inc 1999 - 2001
BNY Mellon January 1995 - January 1999
Evaluation Associates 1993 - 1995
Marsh and McLennan 1989 - 1993
Skills
Global Asset Allocation, Portfolio Management, Client Services, Equities, Asset Management, Mutual Funds, Investments, Investment Strategies, Mergers & Acquisitions, Fixed Income, Series 7, Asset Allocation, Capital Markets, Investment Banking, Financial Services, Securities, Private Equity, Financial Analysis
Education
Baruch College 1993 — 1997
MBA, Finance
City University of New York-Brooklyn College 1987 — 1989
MA, Economics
Binghamton University 1983 — 1987
BS, Economics
BNY Mellon May 1997 - Present
Sakura Global Capital, Inc. September 1990 - May 1997
Prudential Securities , Inc. May 1984 - September 1990
Skills
Fixed Income, Capital Markets, Banking, Derivatives, Financial Markets, Interest Rate..., Financial Institutions, Options, Swaps, Structured Products, Investment Banking, Securities, Alternative Investments, Series 7, Hedge Funds, Financial Analysis, Financial Risk, Portfolio Management, Private Equity, Project Finance, FX Options, Finance, Credit Risk, Equities, Trading, Structured Finance, Syndications, Relationship Management, Financial Structuring, Valuation, Trade Finance, Risk Management, Bloomberg, Investments, Credit Analysis, Corporate Finance, Loans, Asset Management, Bonds, Commercial Banking, Credit Derivatives, Mergers & Acquisitions, Due Diligence, Mutual Funds, Trading Systems, Credit, Equity Derivatives, Emerging Markets, Cash Management, Management
Education
University of Pennsylvania - The Wharton School 1981 — 1984
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1981 — 1984
Master of Arts (MA), Economics
Boğaziçi University 1977 — 1981
Bachelor of Arts (B.A.), Business/Managerial Economics
BNY Mellon June 2014 - Present
Ivy Asset Management January 2010 - June 2014
L Plus LLC July 2010 - December 2010
Credit Suisse September 2008 - December 2009
BigLion.com October 2000 - December 2009
Ivy Asset Management October 1998 - October 2000
KPMG September 1996 - October 1998
Skills
Hedge Funds, CPA, Accounting, Financial Accounting, Alternative Investments, Fund Accounting, Financial Analysis, Asset Management, Alternative Assets, Fund Of Funds, Financial Services, Financial Markets, Financial Audits, Financial Statement..., Financial Statements, GAAP, Entrepreneurship, Start-ups, Budgets, Budget Process, Non-profit Volunteer, Consolidated Financial..., Operating Budgets, Budget Reconciliation, Controllership Functions, Allocations, Reconciling Reports, G/L Analysis, G/L Reconciliations, General Ledger..., General Journal, Treasurers, Financial System..., Multi-currency..., Foreign Currency..., Monthly Close, Financial Close Process, Microsoft Excel, Pivot Tables, V Lookups, Spreadsheets, Microsoft Word, PowerPoint, Sports Coaching, Eagle Scout, Camping, Fantasy Baseball, Golf, Softball, Ultimate Frisbee
Education
Hofstra University 1995 — 1996
MBA, Accounting
Binghamton University - School of Management 1988 — 1992
BS in Management, Finance
W.T. Clarke
EMSI June 2014 - June 2015
Union State Bank July 2009 - June 2014
BNY Mellon August 2004 - July 2009
OI Analytical September 2003 - July 2004
Wal-Mart August 2001 - September 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Outlook, PowerPoint, Training, Lotus Notes, Access, Time Management, Accounting, PeopleSoft, Process Improvement, Vendor Management, Windows 7, Recruiting, Salesforce.com, Sales, Team Leadership, Team Building, Strategic Planning, Human Resources
Education
Blinn College 2006 — 2008
Computer Information Technology
Texas A&M University 2000 — 2003
Bachelor of Arts (B.A.)
BNY Mellon January 2015 - Present
Delaware Valley Anesthesia Associates March 2012 - December 2014
Panera Bread February 2009 - September 2012
Clinical Pain Management Associates June 2006 - July 2010
Skills
Microsoft Office, Organizational..., Customer Service, Teamwork, Microsoft Word, Outlook, PowerPoint, Team Building, Microsoft Excel, Problem Solving, Data Entry, Medical Records, Telephone Skills
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Bucks County Community College 2009 — 2011
Associates Degree, Business Administration
Bloomsburg University of Pennsylvania 2008 — 2008
BNY Mellon May 1999 - Present
ContiFinancial Corporation September 1992 - May 1999
Skills
Customer Service, Financial Analysis, Risk Management, Banking, Business Analysis, Strategic Planning, Sales, Relationship Management, Derivatives, Portfolio Management, Asset Management, Capital Markets, Equities, Fixed Income, Securities, Structured Finance, Financial Services
Education
Binghamton University - School of Management 1990 — 1992
Bachelor of Science (BS), Accounting
Pace University - Lubin School of Business 1988 — 1990
Accounting, Accounting
Bronx Highschool of Science 1984 — 1988
Regents High School Diploma
Santander Bank, N.A. September 2014 - Present
RBS Citizens Financial Group April 2009 - August 2014
CIT 2006 - 2009
GE Capital 1993 - 2006
BNY Mellon 1986 - 1993
Goldman Sachs 1985 - 1986
Education
New York University
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College
Bachelor of Science (BS), Finance, General, Magna Cum Laude
TPG Capital April 2015 - Present
Prudential Capital Group June 2011 - March 2015
State Street June 2010 - August 2010
BNY Mellon May 2009 - September 2009
Skills
Investments, Portfolio Management, Financial Modeling, Private Equity, Due Diligence, Mezzanine, Financial Analysis, Fixed Income, Private Placements, Accounting, Finance, Valuation, Alternative Investments, Bloomberg, Asset Management, Hockey
Education
Boston College 2007 — 2011
Bachelor of Science, Finance & Accounting - Cum Laude
Central Catholic High School 2003 — 2007
Scorpion Security Products Inc. December 2014 - January 2015
Cooper Industries December 2009 - December 2010
BNY Mellon December 2007 - August 2009
JPMorgan Chase May 2007 - October 2007
Eckerd October 2001 - May 2005
Skills
Matlab, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, NI LabVIEW, AutoCAD, PLC Allen Bradley, Arduino, Minitab, Data Entry, SAP, Green Belt, Lean Six Sigma, C++, Java
Education
Binghamton University 2012 — 2015
Bachelor's Degree, Industrial and System Engineering, GPA: 3.25
Onondaga Community College 2010 — 2012
Associate's degree, Math and Science
Broadridge Financial Solutions July 2008 - Present
Broadridge Financial Solutions January 2004 - July 2008
BNY Mellon January 2001 - January 2004
Skills
Account Management, Manage Client..., Superior Client Service, Contract Negotiation, Logical Thinker, Multi Tasking, Proposal Writing, Financial Services, Salesforce.com, Relationship Management, CRM, Customer Retention
Education
State University of New York at Binghamton 1996 — 2000
Bachelor of Science (B.S.), Finance, General
BNY Mellon September 2009 - Present
Skills
ASP.NET, JavaScript, C#, VB.NET, jQuery, Web Services, Android, WCF, HTML 5, ADO.NET, Unix, Core Java, PL/SQL, PhoneGap, Sencha, iOS, Blackberry, HTML5, CSS3, MVC, SQL Server 2005/2000, LINQ, WPF, SSAS 2008, SSRS, SSIS, SQL
Education
Birla Institute of Technology and Science 2011 — 2013
Master of Science, Software System
SASTRA University 2006 — 2009
Bachelor of Technology, Computer Science
Kongu Polytechnic college 2003 — 2006
Diploma, Electrical & Electronics Engineering
BNY Mellon August 2011 - Present
Skills
Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Services, Securities, Bloomberg, Financial Analysis, Portfolio Management, Derivatives, Asset Management, Risk Management, Hedge Funds, Capital Markets
Education
New England Institute of Technology
Architecture
Boston Architectural College
Architecture
JPMorgan Chase August 2013 - September 2014
BNY Mellon September 2013 - August 2014
Year Up 2012 - 2013
Skills
Fund Accounting, Fund Administration, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Accounting
Education
Borough of Manhattan Community College 2012 — 2014
Associate's degree, Accounting and Finance, 3.5
Franklin Credit Management February 2015 - Present
KPMG July 2014 - Present
The Vitamin Shoppe December 2011 - Present
BNY Mellon February 2011 - November 2012
Oppenheimer Funds November 2010 - March 2011
Real Capital Analytics December 2009 - November 2010
Vision Financial Corp March 2008 - January 2009
Vision Financial Corp March 2008 - January 2009
The Associated Press October 1994 - March 2007
The Associated Press October 1994 - March 2007
Skills
Microsoft SQL Server, C#, SQL, SSIS, Database Design, VB.NET, Crystal Reports, Sybase, ADO.NET, VBA, Access, C, Windows Server, SQL Server DBA, Databases, T-SQL, Unix, Software Development, ETL, Visual Basic, Testing, Windows, Stored Procedures, SQL Tuning, Data Analysis, .NET, Visual Studio, Data Warehousing, Agile Methodologies, Visio, Requirements Gathering, Object Oriented Design, Software Project..., Perl, Linux, Systems Analysis, Requirements Analysis, Integration, DTS
Education
Pace University 1992 — 1995
MS, Computer Science
Binghamton University 1986 — 1990
BS, Mathematics-Computer Science
The Bank of New York Mellon June 2007 - Present
The Bank of New York 2005 - 2007
The Bank of New York 2000 - 2005
BNY Mellon 1997 - 1999
BNY Mellon 1993 - 1997
BNY Mellon 1987 - 1993
Skills
Series 7, Series 63, Sales Management, Credit Analysis, Credit Portfolio..., Deal Structuring, Bank Relationship..., Negotiation, Capital Markets, Loans, Commercial Banking, Commercial Lending, Syndications, Project Management, Staff Development, Large Corporate Banking, Middle Market Banking, Banking, Finance, Middle Market, Portfolio Management, Structured Finance, Financial Analysis, Investments, Management
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Management, Marketing
Binghamton University - School of Management 1976 — 1980
1980, Business Management
BNY Mellon December 2012 - April 2013
Sovereign Bank November 2009 - September 2012
Sallie Mae March 2009 - October 2009
Fidelity Investments August 1996 - February 2009
Metcalf & Eddy - Consulting August 1985 - September 1996
Education
Boston College
BS, Accounting
Boston University
MS, Project Administration
Southern New Hampshire University
MBA, Management
Cushman & Wakefield April 2014 - Present
BNY Mellon September 2011 - March 2014
Asset Financial Staffing Agency January 2010 - September 2011
BNY Mellon January 2011 - June 2011
BNY Mellon March 2010 - August 2010
White & Case October 2007 - November 2008
Emigrant Bank April 2006 - October 2007
Skills
Microsoft Excel, Administrative..., PowerPoint, Management, Outlook, Fundraising, Lotus Notes, Microsoft Office, Spreadsheets, Program Management, Project Management, Customer Service, Microsoft Word, Human Resources, Finance
Education
Borough of Manhattan Community College 2012 — 2015
AA, Liberal Arts
Liberty Mutual Investments March 2015 - Present
Wellington Management July 2012 - March 2015
PlanStrong Investment Management September 2010 - July 2012
BNY Mellon July 2008 - September 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Master of Business Administration (MBA)
Bryant University 2004 — 2008
BS/BA, Finance, Economics
Bond University 2007 — 2007
Study Abroad - Australia
BNY Mellon May 2011 - Present
BNY Mellon May 2011 - December 2012
Morgan Stanley Smith Barney 2009 - 2010
Citigroup 2008 - 2009
Citigroup 2006 - 2008
Citigroup 1993 - 2006
Skills
Mutual Funds, Investments, Risk Management, Account Reconciliation, Trading, Equities, Portfolio Management, Fixed Income, Accounting, Internal Controls, Fixed Annuities, ETFs, FINRA, Finance, Series 24, Series 7, Asset Management
Education
Borough of Manhattan Community College
Associates in Applied Science, Business Managment
Cornell University
Business Management
Stony Brook University Health Sciences Center School of Medicine
Emerging Global Advisors December 2014 - Present
BNY Mellon June 2009 - December 2014
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., FINRA, Investments, Securities, Series 6, Investment Advisory, Series 24, Due Diligence, Uniform Combined State..., Equities, Fixed Income, Chartered Financial..., Manager Selection, Competitive Analysis, Market Research
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
BNY Mellon April 2011 - Present
Credit Suisse July 2006 - August 2010
Lehman Brothers February 2004 - July 2006
Deutsche Bank April 2002 - February 2004
Goldman Sachs June 2000 - November 2001
Smith barney 1999 - 2000
Skills
Budgets, Forecasting, Management, Strategic Financial..., General Ledger, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Variance Analysis, Internal Audit, Banking, Leadership
Education
Binghamton University 1996 — 2000
B.A., Econmics
BNY Mellon May 2010 - Present
IMR Technology Solutions May 2010 - February 2012
JPMorgan Chase June 2008 - October 2009
BEAR, STEARNS & CO. INC January 1999 - June 2008
Union Bank of Switzerland January 1992 - December 1998
SALOMON BROTHERS INC January 1985 - January 1992
Skills
Derivatives, ISDA, Credit Derivatives, Swaps, Interest Rate..., CDS, Equity Derivatives, Securitization, Structured Products, Series 7, ABS, Middle Office, Collateral Management, Product Development, Lotus Notes, Critical Chain Project...
Education
Binghamton University 1980 — 1982
BS, Political Science
SUNY @ Fredonia 1976 — 1978
PCF - Publishers Circulation Fulfillment April 2015 - Present
BNY Mellon August 2009 - April 2014
Citibank September 2007 - November 2009
Infinata April 2004 - September 2007
Skills
Project Management, Financial Analysis, Financial Reporting, Financial Planning, Nonprofits, Grant Writing, Grants, Budgeting, Retail Banking, Banking, Customer Service, Management, Microsoft Office, Research, Writing, Business Analysis
Education
Northeastern University 2011 — 2012
MS
Boston College 1996 — 2000
MBA
Boston University 1987 — 1991
BS
BrightScope July 2015 - Present
Informa May 2013 - June 2015
JP Morgan Chase May 2011 - May 2013
eVestment Alliance, LLC February 2007 - April 2011
BNY Mellon February 1999 - February 2007
PanAgora Asset Management January 1996 - February 1999
Putnam Investments November 1992 - January 1996
Skills
Financial Risk, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Problem Solving, Process Improvement, Asset Management, CRM, Analysis, Banking, Financial Markets, Business Development, Morningstar, Financial Services, Financial Advisory, Data Analytics, Investment Banking, Fixed Income, Relationship Management, Wealth Management, Capital Markets
Education
Boston College
Bachelor's Degree
National Archives and Records Administration February 2013 - Present
BNY Mellon July 2010 - February 2013
Merrill Corporation November 2008 - May 2010
C2 Media May 2007 - June 2008
Skills
Archival Description, Accessioning, Finding Aids, Digital Archiving, Archival Processing, Adobe Acrobat, InDesign, Adobe Creative Suite, Project Management, Microsoft Office, Pre-press, Photoshop, Illustrator, Microsoft Excel, Color Management, Email Marketing, Customer Service, Layout, Newsletters, Access, PowerPoint, Administrative..., Desktop Publishing, Office Administration, Outlook, Microsoft Word, Visio, Keynote, iWork, Color Correction, Onyx RIP, Image Editing, Scanners, Digital Printing, Proof, Typesetting, Publishing, Offset Printing, QuarkXPress, Proofreading, OS X, Image Manipulation, Digital Photography, Microsoft Project, Typing, Social Media, Editing, archival de, Document Review, Archival Research
Education
Society of American Archivists 2014 — 2015
Certificate, Digital Archives Specialist
University of Maryland University College 2011 — 2013
Bachelor of Arts (BA), History, 3.527
Borough of Manhattan Community College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies, 3.97
CHUBB Institute of Technology 2000 — 2000
Technical Certificate, Computer Technology Support
Jamaica Hospital Medical Center May 2011 - Present
BNY Mellon August 1986 - November 2009
JPMorgan Chase August 1982 - July 1986
Skills
Administrative..., Microsoft Office, Nonprofits, Data Entry, Program Management, Outlook, Accounting, Microsoft Word, Microsoft Excel, Government, PowerPoint, Employee Relations, Training, Customer Service, Research, Management, Administrative...
Education
Borough of Manhattan Community College
AAS, Executive Secretarial Field/Office Management
BNY Mellon February 2011 - Present
Citi May 2005 - February 2011
Brown Brothers Harriman May 2000 - May 2005
Bankers Trust June 1997 - May 2000
American Express 1993 - 1997
Skills
CPA, Certified Anti-Money..., Enterprise Risk..., Banking, Fraud, Wealth Management, Auditing, Private Banking, Risk Management, Anti Money Laundering, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University 1987 — 1991
Bachelor of Science (B.S.), Accounting
BNY Mellon August 2015 - Present
BNY Mellon 2013 - 2015
BNY Mellon 2011 - 2013
Infosys Technologies Limited 2007 - 2011
Infosys Technologies Limited 2003 - 2007
Infosys Technologies Limited 1999 - 2003
Skills
Customer Relations, Account Management, Contract Negotiation, Business Development, Executive Management, Engagement Management, Financial Services, Operations Management, Telecommunications, Strategy, Offshoring, Vendor Management, Outsourcing, Program Management, Business Analysis, Product Management, Management Consulting, IT Outsourcing, Software Project..., SDLC, Pre-sales, Business Intelligence, Strategic Partnerships, Management
Education
Birla Institute of Technology and Science, Pilani
Master of Science
IBS Hyderabad
Diploma in Business Management
University of Madras
Bachelor of Engineering
Haley House Inc. June 2015 - Present
Boston College Department of International Studies September 2014 - May 2015
PULSE Program for Service Learning September 2012 - May 2015
Boston College Procurement Department September 2011 - May 2015
The Heights, Inc. December 2012 - December 2013
BNY Mellon June 2013 - August 2013
Teen Travel Talk June 2010 - May 2013
BNY Mellon May 2012 - August 2012
Office of New Jersey Congressman Bill Pascrell June 2011 - August 2011
Kumon March 2011 - August 2011
Skills
Microsoft Office, Adobe Creative Suite, Digital Photography, PowerPoint, Microsoft Word, Social Media, Facebook, Social Networking, Adobe Acrobat, Photoshop, Editing, Creative Writing, Mac, WordPress, Proofreading, Blogging, Data Entry, Research, Photography
Education
Boston College 2011 — 2015
Bachelor's degree, International Relations and Affairs, Philosophy
Nutley High School 2007 — 2011
BNY Mellon May 2013 - Present
BNY Mellon September 2010 - May 2013
BNY Mellon April 2008 - September 2010
BNY Mellon May 2006 - March 2008
Skills
Finance, Leadership, Microsoft Excel, Mutual Funds, Analysis, Access, Data Analysis, Public Speaking, Proposal Writing, Humor, Energy, Engaging People, Oral & Written..., Creativity Skills, Account Management, Microsoft Office, Time Management, Editing, PowerPoint
Education
Binghamton University - School of Management 2011 — 2013
MBA, Business, Management, Healthcare
Binghamton University 2001 — 2004
Bachelor of Arts, English
BNY Mellon March 2015 - Present
BNY Mellon February 2014 - Present
Ricoh Business Solutions July 2009 - February 2014
Gate 1 Travel May 2007 - October 2008
Skills
Financial Analysis, Management, Sales, Finance, Time Management, Process Improvement, Banking, Financial Reporting, Auditing, Risk Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Graduate Certificate, Accounting
Bloomsburg University of Pennsylvania 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley October 2012 - Present
BNY Mellon October 2008 - 2012
Skills
Fund Accounting, Fund Administration, Accounting, Bloomberg, Fund Of Funds, Financial Analysis, Mutual Funds, Account Reconciliation, Securities, Financial Accounting, Financial Reporting, Fixed Income, Cash, Financial Statements, Accruals, General Ledger, Bank Reconciliation, Financial Statement..., Variance Analysis, GAAP, Balance, Cash Flow, Financial Audits, PeopleSoft, Fund Services, Auditing, Hyperion Enterprise, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Equities, Finance, Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Accounting
Bond University 2006 — 2007
Study Abroad/Australia
Regis College 2003 — 2007
BA, Business Administration and Management, Communications
Deloitte September 2015 - Present
BNY Mellon June 2014 - August 2014
BNY Mellon May 2013 - August 2013
Senator Jennifer Beck's District Office May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Internal Audit, Internal Controls, Budgets, Time Management, Microsoft Office, Customer Service
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Freehold High School 2007 — 2011
Iowa Humane Alliance October 2014 - Present
HNI Corporation April 2014 - September 2014
Fastek International November 2013 - February 2014
GuideOne Insurance June 2013 - September 2013
Deere & Company August 2012 - January 2013
Toyota Financial Services November 2011 - June 2012
PepsiCo January 2008 - May 2011
Deutsche Bank, AG March 2006 - March 2007
Mitchell Madison Group March 2004 - March 2006
BNY Mellon March 2002 - October 2003
Skills
Quality Assurance, Risk Management, Budget Management, Root Cause Analysis, Team Building, Scope Management, Requirements Gathering, Project Plans, Project Documentation, Documentations, Management, Disaster Recovery, Vendor Management, MS Project, Business Analysis, Cross-functional Team..., SDLC, SharePoint, Process Improvement, Project Management, Telecommunications, Budgets, PMO, Enterprise Architecture, CRM, Business Process
Education
Borough of Manhattan Community College 2004 — 2005
Computer Science
Borough of Manhattan Community College 2002 — 2003
Computer Science
Laguardia Community College 2001 — 2002
Computer Science
University of Iowa 1982 — 1984
B.S. Program
Deutsche Bank January 2014 - Present
Allianz Global Investors June 2011 - March 2013
Allianz Global Investors March 2010 - June 2011
BNY Mellon October 2007 - March 2011
Dreyfus June 2005 - October 2007
Skills
Mutual Funds, Securities, Series 7, Investments, Risk Management, Financial Services, Series 63, Fixed Income, Finance, Client Services, Analysis
Education
State University of New York at Binghamton
Bachelor of Science (BS), Financial Economics, Cum Laude Graduate
BNY Mellon March 2013 - May 2015
HSBC July 2011 - February 2013
Laurentian Bank November 2010 - April 2011
Skills
Account Management, Credit, Investments, Mortgage Lending, Wealth Management, Banking, Financial Analysis, Microsoft Excel, Mutual Funds, Market Analysis, Portfolio Management, Risk Management, Strategic Planning, Management, Relationship Management, Finance, Financial Modeling, Equities, Financial Markets, Capital Markets, Asset Management
Education
Leaside
Bishop's University 2004 — 2008
BBA, Finance and Economics
CFA Institute
CFA Level II Candidate
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
Canadian Securities Institute 2009 — 2009
Conduct and Practices Handbook
Morgan Stanley March 2013 - Present
BNY Mellon December 2010 - March 2013
BNY Mellon August 2008 - December 2010
Skills
Customer Relations, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Portfolio Management, Wealth Management, Microsoft Office, Portfolio Optimization, Rebalancing, Investment Policy..., Investment Management, Equities, Asset Management, Fixed Income, Mutual Funds, Finance, Hedge Funds, Bloomberg, Risk Management, Securities, Financial Services, Asset Allocation, Alternative Investments, Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Accounting
Standish Mellon Asset Management January 2015 - Present
BNY Mellon January 2014 - January 2015
Loomis, Sayles & Co March 2010 - January 2014
Columbia Management November 2008 - March 2010
Columbia Management April 2007 - October 2008
Columbia Capital Management, LLC April 2006 - March 2007
Graybar Electric CO June 2005 - April 2006
Merrill Lynch May 2004 - August 2004
Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management
Education
Boston College 2009 — 2011
MS, Finance
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, Business; Corporate Communications
United States Postal Service November 2014 - Present
Borough of Manhattan Community College August 2012 - Present
John F. Kennedy International Airport December 2013 - November 2014
BNY Mellon February 2011 - July 2011
Adams Security Mgmt June 2009 - November 2009
The Grey Thumb Floral Shop December 2006 - November 2009
Hardware and Lumber April 2007 - June 2009
Skills
Sales, Customer Service, Microsoft Office, Data Entry, Software Documentation, Management, Security, Event Planning, Public Speaking, Technical Support
Education
City College Of New York 2014 — 2016
Bachelor's Degree, Human Services, General
Borough of Manhattan Community College 2011 — 2014
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Streetwise Partners, Inc
Liberal Arts
Streetwise Partners, Inc
Tacius Golding High School
High School Diploma
Principal Financial Group February 2001 - Present
BNY Mellon June 1998 - February 2001
Skills
Non-Qualified Deferred..., Qualified Retirement..., Corporate Consulting, Mutual Funds, Life Insurance, Institutional Sales, Sales Presentations, Institutional Relations, Institutional..., Cross-functional Team..., Leadership Development, Human Capital Management, Strategic Planning, Escalations Management, Sales Engineering, Financial Planning, Financial Modeling, Experienced Speaker, Suitability, Regulatory Compliance
Education
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Federal Reserve Bank of Boston February 2013 - Present
BNY Mellon July 2012 - February 2013
Federal Housing Finance Agency July 2009 - July 2012
Massachusetts Division of Banks May 2006 - June 2009
Sovereign Bank March 2005 - March 2006
Digital Bungalow 2003 - 2004
CBiz Business Solutions December 2000 - April 2001
Skills
Banking, Credit, AML, Mortgage Lending, Bank Secrecy Act, Financial Regulation, Access, Financial Analysis, Affordable Housing, RESPA, Microsoft Office, Excel, Risk Management, Due Diligence, Compliance, Meetings with Management, Report Writing, Findings Presentations, Exit Interviews, Reporting & Analysis, Fair Lending, Community Reinvestment..., Fair Housing Act, SCRA, TILA, FIRREA, UDAAP, Flood Insurance, Fraud Investigations, Word, PowerPoint, Outlook, Filemaker Pro, Databases, Adobe Acrobat, MIS, Customer Service, Mortgage, Refinance, Residential, Real Estate, Fraud Analysis, Fraud Prevention, Affordable Housing..., Statistics, Data Analysis, Financial Reporting, KYC, USA PATRIOT Act, Fair Housing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Boston College 1999 — 2002
BS
Massachusetts Maritime Academy
St. John's Prep
Computershare January 2012 - Present
BNY Mellon May 2000 - January 2012
Mellon Investor Services May 2000 - June 2007
The Bank of New York December 1995 - May 2000
Bankers Trust Company 1988 - 1995
Bankers Trust Company 1988 - 1995
Education
Columbia Business School 1987 — 1988
MBA
Binghamton University 1979 — 1983
BA
Optum Analytics (UnitedHealth Group) February 2014 - Present
Cognizant Technology Solutions February 2010 - January 2014
BNY Mellon January 2012 - December 2013
Putnam Investments July 2011 - December 2011
Blue Cross Blue Shield of Massachusetts February 2010 - April 2011
The Regence Group June 2008 - January 2010
Union Bank of California September 2007 - February 2008
Trinus Corporation May 2007 - August 2007
Wipro Technologies December 2006 - March 2007
Kanbay-CapGemini August 2004 - November 2006
Skills
SDLC, Business Intelligence, Business Analysis, Agile Methodologies, Requirements Analysis, Data Warehousing, EDI, Banking, Payments, User Acceptance Testing, Solution Architecture, MIS, Asset Managment, HIPAA, Global Delivery, Change Management, Software Project..., Data Mapping, SWIFT messaging, Test Planning, Derivatives, ETL, Middle Office, Healthcare Analytics, Equities, OTC, ETFs, FpML, PayPlus, Equity Valuation, Equity Research, RTGS, Digital Photography, Canon DSLR, EMR, Integration
Education
Birla Institute of Technology and Science, Pilani
Kendriya Vidyalaya
BNY Mellon April 2013 - Present
Skills
Oracle, Requirements Gathering, Data Modeling, Project Management, Analysis, Architectures, Consulting, Start-ups, Project Planning, Architecture
Education
Northeastern University 1990 — 1992
M.S., Electrical Engineering
Birla Institute of Technology and Science, Pilani 1985 — 1989
B.E. (Hons), Electrical Engineering
Somalwar High School 1978 — 1985
Northern Trust January 2013 - Present
BNY Mellon March 2012 - January 2013
UBS Investment Bank June 2007 - September 2011
Mizuho Capital Markets Corp. October 1992 - May 2007
Royal Bank of Canada March 1991 - October 1992
Skills
Derivatives, Middle Office, Credit Derivatives, Back Office, Rates, Operational Risk, People Development, Interest Rate..., Collateral Management, FX Options, Fixed Income, Credit Risk, Settlement, Swaps, Capital Markets, Structured Products, Equities, Prime Brokerage
Education
State University of New York at Binghamton 1985 — 1989
BA, Economics
BNY Mellon November 2001 - Present
Northrop Grumman Corporation 2000 - 2001
TASC (Northrop Grumman) 1990 - 2001
BBN Technologies 1987 - 1989
Raytheon 1985 - 1987
Skills
Media Relations, Management, Public Relations, Strategy, Social Media Marketing, Crisis Communications, Financial Services, Social Media, Financial Analysis, Investments
Education
Boston College 1988 — 1990
M.A.
Boston College 1981 — 1985
A.B.
BNY Mellon October 2004 - June 2011
JP Morgan Chase January 2003 - October 2004
Cosi Inc. September 2002 - January 2003
Skills
Equities, Fixed Income
Education
Binghamton University 1998 — 2002
BS, Financial Economics
BNY Mellon July 2007 - Present
Ipreo July 2006 - July 2007
Skills
Financial Services, Financial Modeling, Microsoft Excel, Valuation, Budgets, Financial Analysis, Equities, Banking, Corporate Finance, Capital Markets, Risk Management, Due Diligence, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2015 — 2017
Boston College 2002 — 2006
Bachelor of Arts (B.A.)
BNY Mellon June 2013 - Present
Westfield Capital Management June 2010 - May 2013
Investure May 2009 - April 2010
Eze Castle Software July 2007 - July 2008
Eze Castle Software September 2004 - July 2007
Harpoon Brewery December 2003 - March 2004
Skills
Investments, Asset Management, Management, Marketing, Financial Services, Sales
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Boston College 1999 — 2003
BA
Trinity College, Dublin 2001 — 2002
Academic Year Abroad
The Roxbury Latin School 1995 — 1999
CFA Institute
ExxonMobil July 2014 - Present
SMU Cox School of Business August 2012 - May 2014
BNY Mellon 2008 - October 2012
Bank of New York Mellon July 2008 - January 2010
Morgan Stanley 2006 - 2008
Skills
SQL, SPSS, Access, Data Analysis, Data Warehousing, Database Administration, Databases, Data Mining, Information Security..., Enterprise Risk..., Operations Management, Operational Risk..., Analytics
Education
Boston College 2002 — 2006
Bachelor of Science (BS), Operations Management and Supervision
Lincoln
Southern Methodist University
LexisNexis June 2005 - Present
UPS Supply Chain Solutions 2004 - 2005
AT&T Mobile Tel April 2004 - October 2004
GE Energy 2002 - 2004
BNY Mellon 2001 - 2001
Skills
SOA, Agile Methodologies, Software Design, Web Services, Java Enterprise Edition, Hibernate, SDLC, Spring, SQL, JSP, Enterprise Architecture, Integration, Struts, Oracle, JavaScript, Java, Unix, Business Intelligence, Software Development, JBoss Application Server, Business Analysis, XML, Microsoft SQL Server, SaaS, REST, Scrum, PL/SQL, XSLT, XSD, Workday HCM, Workday, Workday Studio, Workday Integration, Workday EIB, Workday DT, Intalio Designer, Gradle, JPA, PGP, Big Data, HPCC, Liferay, Vignette, WebLogic, WebSphere, Eclipse, svn, Tomcat, XPath, ERP
Education
Birla Institute of Technology and Science 1996 — 1998
Masters in Engineering
Osmania University 1991 — 1995
Engineering
Vignan's public school 1989 — 1991
Computershare January 2012 - Present
BNY Mellon July 2007 - December 2011
The Bank of New York 2002 - 2007
The Bank of New York 1998 - 2002
Skills
Visio, Business Analysis, Project Management, Process Improvement, Business Process..., SDLC, Risk Management
Education
Binghamton University 1992 — 1997
Bachelor of Science (BS), Biology, General
Randolph Township School District January 2015 - Present
Advanstar Communications August 2013 - Present
JMB Consulting Associates, LLC August 2006 - Present
Novartis Consumer Health March 2013 - June 2013
Novartis Consumer Health June 2010 - February 2013
MetLife August 2009 - March 2010
BMW of North America, LLC July 2008 - March 2009
MetLife 2005 - 2008
BNY Mellon 2004 - 2005
SBI Enteris 1999 - 2004
Skills
PMP, PMO, Program Management, Vendor Management, Contract Management, Account Management, Budgeting, Distribution, Management Consulting, ERP, Budgets
Education
Boston College 1982 — 1986
MBA
Lehigh University 1974 — 1978
BS, Industrial Engineering
BNY Mellon February 2015 - Present
PIMCO October 2012 - January 2015
Passport Capital 2011 - 2012
The Blackstone Group 2009 - 2011
Federal Reserve Bank of New York May 2009 - November 2009
Goldman Sachs 2006 - 2009
UBS Investment Bank 2000 - 2006
Goldman Sachs 1995 - 1999
Skills
Management, Business Strategy, Recruiting, Leadership, Investment Banking, Valuation, Investments, Capital Markets, Business Development, Financial Modeling, Finance, Strategy, Equities, Fixed Income, Human Resources, Hedge Funds
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Binghamton University
Shenkman Capital Management June 2014 - Present
BNY Mellon October 2012 - June 2014
Credit Suisse September 2007 - September 2012
Bank of New York Mellon November 2004 - September 2007
NYC Department of Education September 2002 - January 2004
Wachovia Securities June 2001 - June 2002
Bristol-Myers Squibb December 1996 - July 1999
Skills
Fixed Income, Structured Finance, CDO, Financial Modeling, Derivatives, Bloomberg, Securities, Trading, Emerging Markets, Risk Management, Hedge Funds, Capital Markets, Financial Markets, Alternative Investments, Bonds, Investments, Structured Products, Equities, Financial Analysis, Financial Services, Asset Management, Portfolio Management, Investment Banking, Valuation, Financial Structuring, Equity Derivatives, FX Options, Private Equity, Options, Mutual Funds, Due Diligence, Leveraged Finance, Corporate Finance
Education
RSM Erasmus University 2000 — 2001
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
University of Connecticut 1994 — 1997
MS, Organic Chemistry
Binghamton University 1990 — 1994
BS, Organic Chemistry
Thomas Edison HS 1986 — 1990
BNY Mellon October 2013 - Present
Barclays Capital February 2010 - October 2013
Time Warner Cable March 2009 - January 2010
Cyber Resource Group February 2007 - September 2009
Fannie Mae Corporation August 2008 - February 2009
Merrill Lynch October 2007 - July 2008
JP Morgan Chase February 2007 - October 2007
Lehman Brothers July 2004 - February 2007
Wipro Technologies July 2002 - February 2007
ACCA Networks July 2002 - July 2004
Skills
Program Management, Software Project..., SOA, Requirements Analysis, SDLC, Enterprise Architecture, Agile Methodologies, IT Strategy, PL/SQL, Weblogic, Leadership, Business Analysis, Consulting, Vendor Management, Integration, Solution Architecture, Java Enterprise Edition, Oracle
Education
Birla Institute of Technology and Science, Pilani 2001 — 2003
MS, Software Systems
Koneru Lakshmaiah College of Engineering 1994 — 1998
B.Tech, Mechanical Engineering
Vignan's Co-Operative Junior College 1992 — 1994
10+2, Maths, Physics, Chemistry
BNY Mellon 2012 - Present
JP Morgan Chase 2009 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Thomson Financial 1996 - 1997
Investors Bank & Trust 1988 - 1996
Education
Boston College 1984 — 1988
Bachelors, Finance
Cognizant Technology Solutions August 2000 - Present
First Data Corporation October 2011 - Present
First Data Corporation October 2010 - October 2011
First Data Corporation February 2009 - October 2010
BNY Mellon November 2003 - February 2009
Cognizant Technology Solutions August 2000 - November 2003
Skills
SOA Architect, BPM Architect, IBM Webphere Enterprise..., IBM SOA Tech Lead, Java/J2EE Architect, PMP, IBM Websphere Process..., Web Services, Requirements Analysis, Software Project..., SDLC, Project Management, Project Mangement, IBM Datapower, IBM SOA Architect
Education
Symbiosis institute of Management Studies 2007 — 2009
Corporate Post Graduate Diploma in Business Administration, Finance Management, A+
Bharathidasan University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
Loyola College
Bachelor's degree, Physics
BNY Mellon 2012 - 2013
BROADRIDGE FINANCIAL SERVICES, INC December 2004 - September 2011
SalesLink Corporation April 2004 - December 2004
Gowell Securities Corporation September 2003 - April 2004
Skills
Salesforce.com, CRM, Marketing, Analysis, Inventory Management, Social Media Marketing, Social Media, Marketing Communications, Management, Event Planning, Account Management, Customer Service, Digital Marketing, Online Advertising, Social Networking, Microsoft Office, Outlook, Microsoft Word, Organization
Education
Boston College 1999 — 2003
BA, Communications
Computershare January 2012 - Present
BNY Mellon January 1999 - December 2011
Skills
Corporate Trust, ABS, Securitization, Investor Relations, Bonds, Fixed Income, Structured Finance
Education
Binghamton University 1997 — 1999
MA, Economics
University of Missouri-Kansas City 1993 — 1996
BA, Economics
BNY Mellon ControllerJP Morgan Chase1997 - 2005
John Hancock Life Insurance Company (U.S.A.) 1981 - 1997
Skills
Budgets, Finance, Forecasting, Alternative Investments, Financial Analysis, Investments, Accounting, Due Diligence, Fund Accounting, Equities, Financial Reporting, Hedge Funds, Financial Modeling, Risk Management, Mutual Funds, Cash Management, Asset Management, Financial Services, Microsoft Excel, Securities, Internal Controls, Strategic Financial...
Education
Boston College 1989 — 1992
BS, Management
BNY Mellon February 2010 - Present
Wipro Technologies September 2008 - February 2010
GMAC Insurance November 2007 - August 2008
Value Source Technologies Pvt Ltd 2006 - 2007
Skills
Informatica, Data Warehouse..., ETL, Data Warehousing, Data Modeling, Oracle, Unix, Business Intelligence, Release Management, Waterfall, SDLC, DB2, Requirements Gathering, Requirements Analysis, Data Integration
Education
Bharathidasan University 2004 — 2006
M.B.A, Business Administration
Presidency College 1999 — 2002
MCA, Computer Science
Presidency College 1996 — 1999
B.Sc. Maths, Maths
Tico Libre Holdings LLC April 2012 - Present
Tidewater Capital Management January 2003 - Present
Newbridge Securities 2002 - 2003
Sterling Financial Investment Group 2000 - 2002
Tuyn & Co. 1998 - 2000
Harvard Management Company 1995 - 1998
BNY Mellon 1993 - 1995
Skills
Equities, Mutual Funds, Series 63, Asset Managment, Fixed Income, Capital Markets, Hedge Funds, Investments, Series 7, Trading, Portfolio Management, Investment Advisory, Wealth Management, Financial Markets, Alternative Investments, Private Equity, Asset Allocation, Financial Modeling, Corporate Finance, Investment Strategies, Investment Banking, Equity Research, Asset Management, Investment Management, Financial Advisory, Emerging Markets, Bonds, Securities, Financial Structuring, Valuation, Bloomberg, Entrepreneurship
Education
Harvard University 1993 — 1996
C.S.S., Finance
State University of New York at Binghamton 1989 — 1992
B.A., Economics
Pratt Institute 1988 — 1989
School of Architecture
Cognizant January 2015 - Present
BNY Mellon December 2007 - April 2014
BNY Mellon December 2007 - April 2014
Citi April 2003 - July 2007
Skills
Software Project..., Requirements Analysis, SDLC, Agile Methodologies, PMP, Scrum, Requirements Gathering, Global Delivery, Agile Project Management, PL/SQL, Business Analysis, Oracle, SQL, Programming Concepts, Oracle business..., C Programming, Sybase SQL Anywhere, Software Development, Unix, Project Management, Management
Education
Birla Institute of Technology & Science, Pilani 1999 — 2000
Master of Engineering (M.Eng.), Software Systems, Distinction
MCTM
Valliammal matriculation
BNY Mellon July 2013 - Present
BNY Mellon November 2010 - July 2013
J.H. Neff CPA and Assoc. Inc. February 2009 - November 2010
SEI Investments September 2008 - February 2009
Skills
Accounting, Investments, Auditing, Payroll, Excel, Fund Of Funds, FX Hedging, Hedge Funds, Hedge Accounting, Bloomberg, Finance, Fund Accounting, Bank Reconciliation, Account Reconciliation, Budget, Microsoft Excel
Education
Susquehanna University 2004 — 2008
Bachelor of Science (BS), Finance
Birkbeck, University of London 2007 — 2007
Business Administration
Paoli Hospital July 2010 - December 2010
The Vanguard Group January 2008 - October 2010
Pitney Bowes Management Services December 2004 - December 2007
Moody's Investors Service October 2000 - September 2003
BNY Mellon June 1998 - October 2000
POLYMORPHIC SOFTWARE SOLUTIONS September 1994 - March 1995
Education
Neumann University 2010 — 2013
BSN, Nursing Education
Drexel University - LeBow College of Business 2004 — 2006
BS, Communications and Applied Technology
Borough of Manhattan Community College 1998 — 2000
AAS, Business Administration
CIGNA March 2012 - Present
CIGNA June 2009 - March 2012
PricewaterhouseCoopers October 2004 - May 2009
BNY Mellon June 1998 - October 2004
Skills
Information Protection, Database Security, SOX, SAS70, COSO, Business Continuity, Program Management, Program Development, System Deployment, Risk Assessment, Oracle Applications, Security Assessments, Internal Controls, Medicare, Healthcare Information..., Mainframe, SQL, ACF2, CICS, OS/400, Project Execution, Accounting, Compliance, Network Security, Database Admin, SSAE 16, HIPAA, Governance, IT Audit, Internal Audit, COBIT, Auditing, Risk Management
Education
Bloomsburg University of Pennsylvania 1993 — 1998
BS, Accounting and Economics
BNY Mellon August 2011 - Present
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
MBA, Finance
Binghamton University 2001 — 2005
B.A.
PineBridge Investments August 2014 - Present
IDB Bank April 2014 - August 2014
The CSI Companies / Ceres Terminals June 2010 - March 2014
Credit Suisse First Boston January 2010 - May 2010
Cognizant Technology Solutions November 2008 - December 2009
BNY Mellon November 2008 - December 2009
Photon Infotech June 2007 - October 2008
EF - Education July 2005 - May 2007
Kemiron Companies, Inc March 2004 - June 2005
Financial Management Solutions June 2003 - February 2004
Skills
Web Services, Microsoft SQL Server, .NET, C#, SDLC, VB.NET, WCF, ASP.NET, JavaScript, XML, Visual Studio, ADO.NET, UML, IIS, TFS, Requirements Analysis, Software Project..., Software Development, Integration, Agile Methodologies, SQL, Databases, SOA, Solution Architecture, PL/SQL, Crystal Reports, AJAX, JSON, Web Development
Education
Bharathidasan University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
National Institute of Information technology 1998 — 2001
Information Technology, Computer Science, A
University of Madras 1998 — 2001
Bachelor's degree, Mathematics
BNY Mellon March 2014 - July 2014
BNY Mellon November 2013 - February 2014
BNY Mellon June 2013 - October 2013
JPMorgan Chase 2008 - 2011
Skills
Financial Analysis, Bloomberg, Data Analysis, Analytics, Microsoft Office, Team Leadership, Account Reconciliation, Project Planning, Project Management, Corporate Finance, Business Analysis, Risk Management, Economics, Finance, SAP FICO, SAP ERP, Accounts Payable, Accounts Receivable, General Ledger, Asset Management, Bank Accounting, Cost Accounting, Profit/Loss..., Reconciliation, Lockbox, House Banks, Exchange Rates, SAP R/3, ECC 5.0/6.0, Windows, MS Office suite, Microsoft Word, Outlook, Microsoft Excel, Problem Solving, Problem Analysis, Decision Making, PeopleSoft Financial, Citrix, TM1, Management Analysis..., Financial Planning, Budgeting, Financial Forecasting, Reporting & Analysis, MicroStrategy Reporting, Cognos, SharePoint
Education
Point Park University 2011 — 2012
Master of Science (M.S.), Engineering Management
Birla Institute of Technology and Science 2004 — 2009
Master of Science in Economics (Honors Degree), Bachelor of Engineering in Civil (Honors Degree)
Mondelēz International November 2013 - Present
Cristal May 2012 - November 2012
BNY Mellon September 2011 - February 2012
Skills
SAP, SPSS, Microsoft Office, Bloomberg, P&L Analysis, Accounts Payable, Credit Analysis, Anti Money Laundering, Global Custody, Asset Management, PowerPoint, Management, Process Improvement, Microsoft Excel, Customer Service, Analysis, Microsoft Word, Leadership, Teamwork, Project Management, Research, Marketing, Social Media
Education
Bloomsburg University of Pennsylvania 2010 — 2011
Master of Business Administration (MBA), International Business
Hogeschool Universiteit Brussel (HUB) 2010 — 2011
MBA, International Business Management
Universidad San Pablo-CEU 2009 — 2010
Bachelor of Business Administration (BBA)
Hogeschool Universiteit Brussel (HUB) 2006 — 2010
Bachelor of Business Administration (BBA), Commercial Sciences and Management
BNY Mellon February 1984 - Present
Mellon HR Solutions 2003 - 2005
Beyer-Barber Company February 1982 - March 1984
Skills
Mutual Funds, Investments, Series 63, Asset Management, Strategic Planning, Portfolio Management, Alternative Investments, Asset Managment, New Business Development, Investment Strategies, Series 7, Qualified Retirement...
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
BNY Mellon September 2013 - Present
Ernst & Young July 2012 - February 2013
Cognizant Technology Solutions May 2010 - July 2012
BNY Mellon May 2010 - July 2012
Infosys December 2000 - April 2008
Skills
Business Analysis, Functional Testing, Software Project..., QTP, UAT coordination, Client Testing, Mainframe development, ALM, Project Management, Mainframe, Quality Assurance, Requirements Gathering, User Acceptance Testing, SDLC, Test Management, Requirements Analysis, Quality Center, Test Planning, Software Quality..., Manual Testing, Business Requirements, CMMI, Agile Methodologies, Defect Tracking, PMP, Test Automation, Testing, Functional..., Project Delivery, COBOL, Test Strategy, JCL, Test Estimation, Regression Testing, HP Quality Center
Education
Bharathidasan University 1996 — 2000
Bachelor of Engineering (B.E.), Computer Engineering
BNY Mellon August 2007 - Present
HSBC March 2006 - February 2007
Gun Allen Financial March 2005 - September 2005
Skills
Strategic Planning, Securities, Mutual Funds, Microsoft Office, Bloomberg, Investments, Microsoft Word, Fixed Income, Asset Management, Equities, Financial Services, Bloomberg Terminal, Sales, Financial Analysis
Education
Berkeley College 2009 — 2012
Bachelors of Business Administration, Management & Finance
Borough of Manhattan Community College 2002 — 2003
BNY Mellon April 2007 - Present
Skills
Equities, Securities, FX, Reconciliation, Corporate Actions, Mutual Funds, Fund Administration, Middle Office, Fund Accounting, Securities Lending, Investment Operations, Settlements, Transfer Agency, Back Office, Operations Management, Operational Risk, FINRA, Operational Risk..., Client Service
Education
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
WeiserMazars LLP January 2014 - Present
The Resnick Druckman Group LLC September 2012 - December 2013
BNY Mellon June 2010 - August 2010
Binghamton University Athletic Department January 2010 - May 2010
BNY Mellon June 2008 - August 2008
Skills
Access, Microsoft Excel, Microsoft Word, Cash Flow, PowerPoint, Account Reconciliation, Microsoft Office, Accounting, Auditing, Tax, Financial Statements, QuickBooks
Education
Binghamton University - School of Management 2011 — 2012
Masters of Science, Accounting
Binghamton University - School of Management 2007 — 2011
Bachelors of Science, Accounting
BNY Mellon November 1999 - Present
Prudential Financial 1996 - 1999
Skills
Microsoft Excel, Microsoft Office, Research, Customer Service, Financial Services, Process Improvement, Business Analysis, Risk Management, Mutual Funds, Investments, Financial Analysis, Equities, Asset Management, Relationship Management
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (BS), Geology/Earth Science, General
SS&C Technologies 2015 - Present
BNY Mellon 2011 - 2015
Zimmer Lucas Partners 2004 - 2009
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Equities, Bloomberg, Hedge Funds, Fixed Income, Financial Modeling, Private Equity, Microsoft Excel, Mutual Funds
Education
Binghamton University
Bachelor’s Degree, Economics
Binghamton University
Bachelor's degree, Economics
US Department of Defense February 2011 - Present
US Army May 1990 - Present
BNY Mellon October 1998 - June 2011
Bank of New York Mellon, The 1997 - 2011
Skills
Security Clearance, Physical Security, Military, Leadership, Security Operations, Information Assurance, Security Management, Team Building, Security+, Microsoft Office, System Administration, Strategic Planning, Management, Customer Service, Project Management, Security, Surveillance, Operational Planning, Computer Security, Government, Training, Risk Assessment, Top Secret, Operations Management, Human Resources, Leadership Development, Contingency Planning, Supervisory Skills, Vulnerability Assessment, Policy, Army, Corporate Security, DoD, Command, Intelligence Analysis, Counterterrorism, Defense, Military Operations, Intelligence, National Security, Military Training, Risk Management, Military Experience, Information Security, Security Audits, Software Documentation, Tactics, Crisis Management, Weapons, Protection
Education
Borough of Manhattan Community College
Business Administration and Management, General
Samuel J. Tilden High school
Manet Community Health Center, Inc. March 2015 - Present
Partners HealthCare February 2013 - March 2015
BNY Mellon 2000 - 2011
Kforce Inc. August 1999 - October 2000
Skills
Journal Entries
Education
Borough of Manhattan Community College
Accounting
Morgan Stanley July 2012 - Present
Citi April 2000 - Present
BNY Mellon September 1987 - September 1999
Skills
Microsoft Office,..., Writing, Banking, Financial Services, Securities, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Settlement, Data Entry, Insurance, CRM, Public Speaking, Accounting, Financial Risk, Financial Analysis, Management
Education
University of Phoenix 2008 — 2012
BA, Business Management
Borough of Manhattan Community College
nursing
BNY Mellon 2009 - Present
Skills
SDLC, Risk Management, Banking, Business Analysis, PL/SQL, Vendor Management
Education
SUNY Binghamton
Royal Bank of Scotland January 2011 - Present
BNY Mellon 2008 - January 2011
Credit Suisse June 2007 - August 2007
Education
Binghamton University 2004 — 2008
Bachelor of Science (BS), Finance, General
BNY Mellon March 2010 - Present
Skills
Microsoft Excel, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Windows, Microsoft Word, Employee Training, Team-oriented, Teaching
Education
Bloomsburg University of Pennsylvania
Bachelor of Science (BS), Secondary Education and Teaching
Adprime Media July 2014 - Present
BNY Mellon July 2013 - April 2014
Care for the Homeless February 2010 - May 2013
Skills
Active Directory, Group Policy, Windows Server, Windows 7, Firewalls, Network Administration, Backup & Restore, Computer Repair, Altiris, Norton Ghost, Norton Internet Security, McAfee, Disaster Recovery
Education
Mercy College 2015 — 2019
Master's degree, Cyber Security
Borough of Manhattan Community College 2008 — 2010
A.A.S, Computer network technology major
PNC Real Estate February 2012 - Present
PNC July 2010 - January 2012
BNY Mellon June 2009 - August 2009
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (BA), Economics
Bond University 2008 — 2008
Finance, General
Self-employed 2012 - Present
Highmark Blue Cross Blue Shield September 2011 - May 2012
BNY Mellon April 2009 - August 2011
Skills
Accounting
Education
Renaissance Cisco Academy 2001 — 2002
Insurance Institute of America 1997 — 1999
Insurance Accounting & Finance
Thomas Edison State College 1992 — 1994
Accounting and Business/Management
Borough of Manhattan Community College 1981 — 1984
Accounting
BNY Mellon June 2015 - Present
Education
State University of New York at Binghamton 2013 — 2017
Biology/Biological Sciences, General
Computershare 2012 - 2013
BNY Mellon March 1998 - December 2011
Bankers Trust Co March 1980 - June 1995
Skills
Stock Transfer..., Absorbs Information, Customer Service, Customer Service..., Client Retention, Creative Problem Solving, Dependable Team Player, Operational Risk...
Education
Borough of Manhattan Community College
n/a, Accounting
Bank of America Merrill Lynch August 2012 - Present
BNY Mellon 1998 - 2012
Skills
Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Binghamton University
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General