BNY Mellon Asset Management
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BNY Mellon Asset Management Employees
RidgeWorth Investments June 2015 - Present
BNY Mellon Asset Management January 1996 - April 2015
DWS Investments May 2004 - January 2006
American Century Investments March 1986 - December 1995
Education
Baker University 1993 — 1995
Masters, Business Administration
Emporia State University 1981 — 1985
BS, English
BlackRock May 2014 - Present
BNY Mellon Asset Management November 2008 - January 2014
Fidelity Investments July 2005 - June 2008
Putnam Investments May 2000 - June 2005
Independence Investments August 1994 - May 2000
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Portfolio Management, Investment Management, Investment Strategies, Series 63, Capital Markets, Financial Services, ETFs, Securities, Investment Advisory, Series 24, Valuation, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, General Management
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Dual major, Business Economics and Computer Science, Business/Managerial Economics and Computer Science
Concord-Carlisle High School 1980 — 1984
High School
Univision Communications Inc. June 2013 - Present
Credit Suisse (Freelance) February 2013 - July 2013
BMO Capital Markets 2012 - 2013
JPMorgan Chase (formerly Bear Stearns) 2011 - 2012
BNY Mellon Asset Management January 2006 - January 2009
Skills
Graphics, Graphic Design, Photoshop, Adobe Creative Suite, Illustrator, Adobe Acrobat, Web Design, InDesign, Microsoft Excel, User Experience, Microsoft Office, Microsoft Word, PowerPoint, Mac, Illustration, Information Architecture, Dreamweaver, User Interface Design, Layout, Vector Design, Corporate Identity, Outlook, Branding, Logo Design, HTML, User Research, User Experience Testing, Sketching, Wireframes, Axure RP, Rapid Prototyping, Github, OmniGraffle, Digital Media
Education
General Assembly 2014 — 2015
User Experience & Web Design Circuits
City University of New York 1997 — 2000
Fidelity Capital Markets June 2015 - Present
BNY Mellon Asset Management June 2014 - January 2015
John Hancock Financial Services July 2013 - December 2013
Bloomberg LP January 2013 - April 2013
Uber October 2012 - April 2013
Charter Management June 2012 - September 2012
Skills
Bloomberg Terminal, Finance, Social Media Marketing, Event Planning, Public Speaking, Research, Fixed Income, Management, Analysis, Investments, Enterprise Systems, Financial Markets, Business Requirements, Microsoft Excel, Bloomberg, Leadership, Teamwork, Photoshop, FBSI, Advent
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), BSBA Finance and International Affairs Minor
Peking University 2015 — 2015
Study Abroad - Summer 2015, Architecture
Staples High School 2007 — 2011
Spruceview Capital Partners August 2014 - Present
BNY Mellon Asset Management October 1993 - August 2014
Skills
Alternative Investments, Mutual Funds, Equities, Securities, Asset Managment, Asset Management, Portfolio Management, Investments, Hedge Funds, Fixed Income, Capital Markets, Financial Services, Investment Strategies, Wealth Management, Investment Management, Asset Allocation
Education
Michigan State University 1984 — 1988
Bachelor of Science (B.S.)
Northeastern University 1992 — 1993
Master of Business Administration (MBA)
Chili Mango & Lime Inc. January 2015 - Present
BNY Mellon Asset Management August 2013 - May 2014
JPMorgan Chase June 2014 - 2014
Diep at Home Ltd 2010 - 2012
Cabrich Ltd. May 2007 - January 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Cash Flow, Accounting, Managerial Finance, Financial Accounting, Financial Audits, Finance, Cash Management, Internal Controls, Financial Modeling, Strategic Financial..., Budgets, Sage Line50, Stock Control, Corporate Law, Marketing, Fiduciary, Fiduciary Management, Fiduciary Services
Education
Dublin Business School 2006 — 2009
Bachelor's degree, Accounting and Finance
East West University
Bachelor of Science (B.Sc.), Computer Science and Engineering
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
Mellon Capital Management July 2009 - Present
BNY Mellon Asset Management 2005 - Present
Bank of New York Mellon January 2006 - July 2009
Skills
Financial Modeling, Fixed Income, Asset Management, Finance, Financial Analysis, Asset Managment, Hedge Funds, Alternative Investments, Equities
Education
The University of Hull 1985 — 1988
Bachelor of Science, Economics
Eaton Vance February 2012 - Present
John Hancock Asset Management November 2010 - February 2012
Financial Communications November 2009 - November 2010
BNY Mellon Asset Management January 2005 - November 2009
Standish Mellon Asset Management May 2000 - January 2005
Pioneer Investment Management July 1994 - May 2000
Massachusetts Financial Services October 1993 - August 1994
Published Image (Financial Marketing Vendor) October 1992 - August 1993
Miami Daily Business Review (Time Warner) January 1991 - October 1992
Business Week May 1987 - January 1991
Skills
White Papers, Writing, Research, Editing, Analysis, Thought Leadership, Financial Writing, Financial Communications, Business Writing, Investments, Corporate Communications
Education
State University of New York at Binghamton
BA, English/Journalism
Stuyvesant High School
Academic
Dreyfus Brokerage Services, a division of MBSC Securities Corporation, BNY Mellon Asset Management March 1997 - Present
BNY Mellon Asset Management March 1997 - Present
Fidelity Capital Markets December 1995 - December 1996
Skills
Series 7, Series 63, Series 24, Series 4, Series 53, series 9, series 10, Capital Markets, Financial Markets, Equities, Mutual Funds, Wealth Management, Investment Advisory, Securities, Asset Managment, Relationship Management, Financial Services, Investments, Equity Trading, AML, Trading, Risk Management, Alternative Investments, Trading Systems, Back Office, Uniform Combined State..., ETFs
Education
Brooklyn College
Bachelor of Science (BS)
BNY Mellon Investment Management August 2012 - Present
BNY Mellon Asset Management 2010 - Present
Bridgewater Associates 2009 - 2010
Wellington Management 2007 - 2008
State Street Global Advisors 2004 - 2007
Skills
Investment..., Asset Management, Investment Management, Strategic Planning, Investments, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Marketing Communications, Marketing Strategy, Equities, Management, Capital Markets, Strategy, Investment Strategies, Bloomberg, Series 7, Securities, Emerging Markets
Education
Harvard University
A.B., European History and German
UC Berkeley
East European Studies
Universität Hamburg / University of Hamburg
DAAD Fellow
Ridgeworth Investments July 2008 - Present
BNY Mellon Asset Management July 2005 - October 2007
Founders Asset Management 2000 - 2005
Skills
Investments, Mutual Funds, Retirement, Financial Advisory, 401k, Strategic Prospecting, Personal Branding
Education
Regis University 1998 — 2000
MBA, Finance
University of Dayton 1989 — 1994
B.S., Finance
Self Employed Consultant September 2014 - Present
ALTS Investment Group November 2012 - September 2014
BNY Mellon Asset Management 2005 - 2011
Natixis Global Asset Management 1997 - 2004
Fidelity Investments 1994 - 1997
BAYBANKS BROKERAGE SERVICES INC 1993 - 1994
CORPORATE PERFORMANCE SYSTEMS INC 1990 - 1993
Bank of Boston 1987 - 1990
Liberty Life Insurance Co. 1981 - 1985
Skills
Strategy Implementation, Conflict Resolution, Business Management, Mergers/ Acquisitions, Business Integration, Change Management, Negotiation, Alternative Investments, Management, Strategy, Asset Management, Budgets, Asset Managment, Mergers, Process Improvement, Mutual Funds, Risk Management, Business Planning, Financial Analysis, Strategic Financial..., Investments, Portfolio Management, Fixed Income, Business Strategy, Finance, Mergers & Acquisitions, Leadership, Analysis, Executive Management, Equities, Financial Risk, Financial Services, Securities, Relationship Management, Financial Planning
Education
Boston University Management School of Business 1985 — 1987
Master, Business Administration
Furman University 1977 — 1981
BA, Business; Philosophy
BNY Mellon Asset Management January 2015 - July 2015
Opus Asset Management July 2014 - August 2014
NDV Consulting June 2013 - August 2013
Vela Brazil Marketing & Communications June 2013 - June 2013
Business Plan Competition for TJX January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Portuguese, Product Development, Spanish, Spanish-speaking, Research, Microsoft PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Economics
Escola Americana do Rio de Janeiro (EARJ) 1996 — 2011
BNY Mellon Asset Management 2003 - December 2014
Wells Capital Management 2001 - 2003
Financial Management Advisors (FMA) 1996 - 2001
Financial Management Advisors, LLC 1996 - 2000
Skills
Asset Management, Asset Managment, Marketing, Alternative Investments, Marketing Strategy, Hedge Funds, Financial Services, Fixed Income, Equities, Portfolio Management, Asset Allocation, Investments, Research, Mutual Funds, Product Development, Strategic Planning, Finance, Securities, Series 7, Investment Strategies, Management Consulting, Capital Markets, Investment Management, Financial Modeling, Series 63
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Independent Concentration in Non-Profit Management
University of California, Los Angeles
BA, Psychology
BNY Mellon Asset Management 2012 - Present
Standish Mellon Asset Management January 2010 - May 2011
Standish Mellon Asset Management 2008 - 2010
Skills
GIPS Compliance, Fixed Income Strategies, Investment Performance, Fixed Income, Asset Management, Performance Attribution, Equities, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Portfolio Management
Education
Bridgewater State University 1993 — 1995
Operations Management, Business Administration, Management and Operations
University of Massachusetts, Amherst 1990 — 1992
PineBridge Investments March 2012 - March 2015
BNY Mellon July 2010 - October 2011
BNY Mellon Asset Management January 2003 - June 2010
Mellon Capital December 1994 - December 2002
Unisys September 1991 - August 1992
CR&R Inc December 1988 - August 1991
Skills
Asset Management, Executive Management, International Economics, Leadership, Global Acumen, Equities, Fixed Income, Chinese, Strategy, Valuation, Finance, Joint Ventures, Cross-functional Team..., Investments, Portfolio Management, Securities, Management, Investment Management, Business Process, Mutual Funds, Financial Analysis, Asset Managment, Talent Management, Alternative Investments, ETFs, Hedge Funds
Education
Harvard University 1992 — 1994
Masters Degree, Government and Business
Georgetown University 1983 — 1988
Bachelors Degree, Humanities and International Affairs
Huntington Beach High School 1979 — 1983
BNY Mellon October 2012 - Present
BNY Mellon August 2014 - Present
BNY Mellon Asset Management March 2006 - Present
Goldman Sachs Asset Management February 2003 - January 2006
Putnam Investments April 1993 - January 2003
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Investments, Fixed Income, Management, Investment Management, Asset Management, Asset Allocation, Bonds, Capital Markets, Derivatives, FINRA, Financial Analysis, Financial Services, Fund Of Funds, Investment Advisory, Investment Strategies, Marketing, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
OFI Global/OppenheimerFunds March 2015 - Present
BNY Mellon Asset Management April 2007 - March 2015
AXA Advisors May 2006 - March 2007
Morgan Stanley August 2004 - May 2006
Skills
Series 7, Financial Services, Securities, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Asset Management, Series 24, Investment Management, Separately Managed..., Series 65
Education
Baruch College
Bachelor of Business Administration, Finance and Investments
BNY Mellon Asset Management January 2011 - Present
BNY Mellon Asset Management November 2007 - December 2010
SBLI USA Financial Services Company May 2005 - October 2007
SBLI USA Mutual Life Insurance Company May 2003 - April 2005
SBLI USA Mutual Life Insurance Company May 2002 - October 2003
SBLI USA Financial Services Company May 2001 - August 2001
Merrill Lynch May 2000 - August 2000
Skills
Financial Modeling, Investments, Strategy, Valuation, Business Strategy, Private Equity, Financial Analysis, Hedge Funds, Strategic Financial..., Fixed Income, Due Diligence, Business Analysis, Financial Risk, Portfolio Management, Equities, Alternative Investments, Bloomberg, Finance, Asset Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Masters of Business Administration (MBA), Financial Instruments and Markets
Cornell University 1998 — 2002
Bachelors of Science, Applied Economics and Management
Capital One February 2015 - Present
BMO Capital Markets July 2011 - February 2015
BNY Mellon Asset Management June 2010 - August 2010
Geneva Trading April 2009 - August 2009
Howell Point Trading September 2007 - April 2009
Manhard Consulting July 2006 - August 2007
Skills
Fixed Income, Financial Modeling, Due Diligence, Derivatives, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Equities, Bloomberg
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Economics, Econometrics and Statistics
University of Notre Dame 2002 — 2006
BS, Civil Engineering
Deloitte June 2015 - Present
Econometrica, Inc. October 2011 - June 2015
BNY Mellon May 2011 - August 2011
BNY Mellon Asset Management May 2010 - August 2011
Carmen Group January 2010 - May 2010
PNC Global Investment Servicing June 2007 - January 2010
Skills
SAS, STATA, Economics, Statistics, Econometrics, E-Views, Financial Analysis, Microsoft Excel, Equities, Economic Research, Research, Analysis, Data Analysis, Policy Analysis, Qualitative Research, Microsoft Word, Quantitative Research, Market Research, Proposal Writing, PowerPoint, Microsoft Office
Education
American University 2011 — 2013
Master of Arts (M.A.), Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
BA, Economics, GPA- 3.97
American University 2010 — 2010
Economic Policy
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
Sapient Global Markets November 2014 - Present
BNY Mellon Asset Management July 2010 - November 2014
BNY Mellon Asset Management August 2009 - July 2010
Wellington Management Company June 2007 - December 2008
Charles River Development February 2004 - June 2007
BNY Mellon Private Wealth Management August 1999 - February 2004
Banc One Investment Management August 1993 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Options, FX Hedging, Quantitative Analytics, Interest Rate Risk..., BarCap POINT, Calypso, Software Development, Trading Systems, SQL, Portfolio Management, Integration, Investments, Citi YieldBook, Software Consulting, Product Design, Product Management, Product Lifecycle..., Valuation, Asset Managment, Investment Management, Cross-functional Team..., Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Bentley University 1990 — 1991
MSCIS
Syracuse University 1975 — 1980
BS
Prudential Investments January 2012 - Present
BNY Mellon Asset Management September 2000 - August 2008
Skills
401k, Account Management, Asset Management, Defined Contribution, Sales, Mutual Funds
Education
Colorado State University 1996 — 2000
BNY Mellon Asset Management April 2012 - Present
Fixed Income, Cash and Currency Group, BNYMellon Asset Management July 2010 - Present
Third Stage Investment Group December 2006 - June 2010
Standish Mellon Asset Management October 2004 - December 2006
Pareto Partners 1997 - 2004
Pareto Investment Management Ltd (a Mellon Financial Company) 1997 - 2004
Hughes Research Laboratories 1985 - 1997
Hughes Aircraft, RSG 1979 - 1985
Education
University of California, Los Angeles 1986 — 1989
Ph.D., Computer Science/Machine Intelligence
BNY Mellon Asset Management April 2015 - Present
Wayfair March 2014 - February 2015
Virtify, Inc. December 2012 - January 2014
IMN January 2006 - October 2012
Foster-Miller, Inc. 2002 - 2005
BrassRing 1999 - 2002
Jurisoft 1990 - 1997
Skills
SOA, .NET, XML, SQL, SQL Server, C#, ASP.NET MVC, ColdFusion, JavaScript, HTML, CSS, Microsoft SQL Server, Agile Methodologies, Web Applications, MVC, ASP.NET
Education
Harvard University 1982 — 1986
BA, Computer Science
Minnechaug Regional High School
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
BNY Mellon Asset Management 2004 - Present
Morgan Stanley 2001 - 2004
Skills
CFA Charterholder, FINRA Series 7, 66, 31, Alternative Investments, Securities, Portfolio Management, Business Development, Investment Strategies, Equities, Hedge Funds, Series 7, Series 63, Bloomberg, Derivatives, Fixed Income, Asset Allocation, Mutual Funds, Capital Markets, Investments, Asset Management, Relationship Management, Chartered Financial...
Education
University of Delaware 1996 — 2000
BS, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - September 2014
BNY Mellon Asset Management January 2006 - January 2012
BNY Mellon Asset Management July 2007 - December 2008
Mellon Financial January 2006 - July 2007
Parker Hannifin January 2003 - January 2006
Skills
Series 7, Due Diligence, Relationship Management, Mutual Funds, Brokerage, Asset Management, Management, Strategy, Pricing Strategy, Six Sigma, Contract Negotiation, CRM databases, Client Relations Skills, Presenting to Clients, Mergers & Acquisitions, Capital Projects, Valuation, Securities, Broker-Dealer, Broker-Dealer Operations, Series 63
Education
Northeastern University 2011 — 2013
MBA, Investment Management
BNY Mellon - Leadership Program 2010 — 2010
Management
Villanova University 2008 — 2008
Six Sigma - Green Belt, Financial Services
University of Michigan 1998 — 2001
Bachelor of Arts, Finance
BNY Mellon Asset Management 2010 - Present
State Street Global Advisors, SSgA November 2006 - February 2010
Putnam Investments June 1987 - October 2006
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Investments, Mutual Funds, Equities, Institutional..., CRM, Financial Services, Marketing Strategy, Leadership, Institutional, Management, Series 7, Sales, Series 63, Asset Allocation, Investment Management
Education
Penn State University 1975 — 1980
Business, Marketing/Finance
Upper Dublin High School 1970 — 1975
NA
BNY Mellon Asset Management October 2009 - Present
Putnam Investments December 1991 - October 2009
Skills
Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, CRM, Series 63, Investment Strategies, Securities, Fixed Income
Education
Babson College
B.S., Marketing
D'Amore-McKim School of Business at Northeastern University
MBA
BNY Mellon Investment Management November 2012 - Present
BNY Mellon Asset Management December 2007 - November 2012
UBS AG 2005 - 2007
UBS Global Asset Management 2005 - 2007
Education
University of Bath 1991 — 1995
PanAgora Asset Management August 2012 - Present
GE Asset Management January 2011 - August 2012
BNY Mellon Asset Management February 2006 - November 2010
CitiStreet March 2004 - February 2006
Natixis September 2000 - January 2004
Fidelity Investments June 1993 - September 2000
Skills
Series 7, Investments, Series 63, Alternative Investments, Series 6, Series 3, Asset Allocation, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management
Education
University of New Hampshire 1989 — 1993
DVSport, Inc. October 2010 - Present
MBSC Securities February 2009 - Present
BNY Mellon Asset Management June 2006 - Present
Mellon HR Solutions June 1998 - June 2006
Mellon Financial January 1995 - June 1998
PNC Bank April 1991 - March 1994
Skills
Mutual Funds, Series 7, Series 63, Series 6, DCIO, Institutional Asset..., Sub-Advisory, Series 3, Asset Managment, Investment Management, Institutional..., Employee Benefits, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, FINRA, DCID, Fixed Income, Investments, 401k, Securities, Financial Services, Defined Contribution, Pensions
Education
Carnegie Mellon University 1995 — 1998
Masters, Finance
University of Pittsburgh 1985 — 1989
BS, Math & Economics
Bethel Park High School 1983 — 1985
BNY Mellon Investment Management May 2013 - Present
National Council on Teacher Retirement March 2014 - Present
BNY Mellon Investment Management August 2012 - May 2013
BNY Mellon Asset Management January 2008 - August 2012
Citigroup - Citigroup Private Bank 2002 - 2008
Citigroup - Smith Barney 1997 - 2002
Fleet Bank 1992 - 1997
Skills
Series 7, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Capital Markets, FINRA, Retirement Planning, Investment Advisory, Strategic Financial..., Banking, Bloomberg, Series 63, Series 65, Series 3, Investment Strategies
Education
Suffolk University - Sawyer Business School 2004 — 2006
Masters, Business Administration (MBA)
University of Southern Maine 1988 — 1992
BA, Communication & Business
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Black River Asset Management May 2013 - Present
BNY Mellon Asset Management June 2009 - May 2013
BNY Mellon Asset Management Australia June 2003 - June 2009
Mellon Global Investments November 2001 - June 2003
InvestorForce April 2000 - October 2001
Delaware Investments, a member of the Macquarie Group January 1996 - April 2000
Morley Capital Management November 1995 - December 1996
SEI Investments 1993 - 1995
Skills
Business Development, Asset Management, Entrepreneurship, Management, Leadership, Hedge Funds, Retirement Planning, Business Strategy, Financial Services, Equities, Fixed Income, Investment Management, Relationship Management, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Wealth Management, Investments, Financial Markets, Mutual Funds, Asset Allocation, Cross-functional Team..., Defined Benefit, Investment Strategies, Investor Relations, Securities, Capital Markets, Private Equity
Education
University of Notre Dame 1989 — 1993
BA, Economics & Pychology
Och-Ziff Capital Management February 2013 - Present
HedgeServ Corporation August 2011 - January 2013
Goldman Sachs Agency Lending (GSAL) January 2010 - June 2010
Société Générale January 2009 - August 2009
BNY Mellon Asset Management 2009 - 2009
The Bank of New York Mellon January 2008 - December 2008
Hennion & Walsh June 2007 - September 2007
Skills
Hedge Funds, Fund Of Funds, Fund Administration, Securities Lending, Prime Brokerage, Investments, Equities, Equity Swaps, Derivatives, Options, FX Options, Fixed Income, Bloomberg, Reuters, Microsoft Excel, VBA, PowerPoint, Outlook, Microsoft Word, Lotus Notes, Visio, CRM, Pivotal CRM, Databases, Long/Short Equity, Eze Castle, Charles River IMS, Bloomberg Terminal, Trading Systems, Bonds, ETFs, DTC, Communication Skills, Team Leadership, Strategic Leadership, Operations Management, Financial Services, Asset Management, Mutual Funds, Corporate Actions
Education
Northeastern University 2006 — 2011
BSBA, Finance
Passaic Valley Regional High School 2002 — 2006
High School Diploma
BNY Mellon Asset Management 2002 - Present
Standish, Ayer and Wood 1995 - 2002
Skills
Human Resources, Onboarding, Talent Acquisition, Succession Planning, Personnel Management, Employee Engagement, Talent Management, Employee Relations, Deferred Compensation
Education
University of Massachusetts, Amherst
BA, English
BNY Mellon Asset Management December 2012 - Present
BNY Mellon Asset Management May 1998 - November 2012
Towers Perrin October 1993 - May 1998
SEI September 1991 - August 1992
Skills
Asset Allocation, Asset Management, Mutual Funds, Equities, Portfolio Management, Securities, Investment Strategies, Investments, Asset Managment, Institutional..., Trading, Capital Markets, Fixed Income, Alternative Investments, Hedge Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
Master of Business Administration, Finance
Penn State University 1987 — 1991
Bachelor of Science, Finance
Salisbury High School
AQR Capital Management, LLC June 2014 - Present
BNY Mellon Investment Management January 2013 - May 2014
Dreyfus Investments May 2009 - December 2012
BNY Mellon Asset Management January 2006 - May 2009
PUTNAM INVESTMENTS, Boston, MA 1995 - 2005
Skills
Series 24, Series 7, Series 63, Mutual Funds, Series 6, Series 3, Financial Advisory, Investments, Retirement, FINRA, Alternative Investments, ERISA, 401k, Strategic Financial..., Securities, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, General Management
Dartmouth College 1981 — 1984
AB, Economics
BNY Mellon Asset Management April 2012 - Present
Charles River Development June 2010 - April 2012
Lewtan Technologies March 2006 - June 2010
Columbia Management Group February 2003 - January 2006
Ajilon Consulting Group December 1999 - November 2003
John Hancock Advisors, Inc July 1998 - December 1999
Scudder Kemper Investments August 1996 - July 1998
Chase Global Funds Services Company July 1995 - August 1996
Skills
Product Management, Functional..., Cross-functional Team..., Requirements Gathering, Order Management, Prioritization, Portfolio Management, Project Plans, Product Development, Analytics, Business Requirements, Business Analysis, Fixed Income, User Acceptance Testing, Strategic Business, Requirements Analysis, Metrics, Deliverables, Rollout, Product Marketing, SDLC, Quality Assurance, Trading, Business Modeling, Data Management, Process Improvement, Market Research, Customer Relations, Product Strategy, Agile, Agile Project Management, Vendor Management, Software Project..., Visio, Pricing, MS Project, Software Implementation, Program Management, Business Strategy, Scrum, Product Launch, Business Process, Project Planning, Team Leadership, Integration, Vendor Relations, Data Analysis, Problem Solving, Team Management, SQL
Education
Bentley College
Masters, Information Technology; Computer Information Systems
Northeastern University
Certified Systems Specialist, Engineering and Technology
University of Maine 1989 — 1993
BS, Political Science/Economics
BNY Mellon Asset Management March 2011 - Present
Global Capital Markets Consulting Co. January 2009 - March 2011
Barclays Capital September 2008 - January 2009
Lehman Brothers May 1992 - September 2008
Kidder Peabody November 1983 - May 1992
Moody's Investors Service June 1978 - November 1983
Foreign Credit Insurance Association August 1975 - September 1977
Skills
Fixed Income, Capital Markets, Management, Hedge Funds, Derivatives, Equities, Structured Products, Bloomberg, Portfolio Management, Asset Management, Bonds, Investment Banking, Trading, Credit Derivatives, Valuation
Education
The New School 1975 — 1978
Economics
Georgetown University
A.B., Economics
Lebenthal Wealth Advisors September 2014 - Present
BNY Mellon Wealth Management October 2013 - September 2014
BNY Mellon Wealth Management June 2011 - October 2013
BNY Mellon Asset Management June 2010 - August 2010
ETX Capital 2009 - 2009
Skills
Equity Derivatives, Bloomberg, Risk Management, Portfolio Management, Equity Research, Equities, Trading, Mutual Funds, Fixed Income, Accounting, Bloomberg Terminal, Investments, Investment Advisory, Asset Management
Education
Marist College
BS, Business Administration, Finance
Imperial College London
International Business
New York University
SCPS, Portfolio Management
BNY Mellon Asset Management 2001 - Present
New York Life Investment Management LLC 2000 - 2001
Sanford C. Bernstein & Co., Inc. 1996 - 2000
Neuberger & Berman Management, Inc. 1995 - 1996
Neuberger & Berman Management, Inc. 1994 - 1995
Signature Advertising 1991 - 1992
Skills
Financial Services, Mutual Funds, Fixed Income, Asset Managment, Strategy, Asset Management, Relationship Management, Graphic Design, Web Design, Branding & Identity, Online Advertising, Online Marketing, Web Marketing Strategy, Online Brand Building, Social Media, Social Media Marketing, Business Analysis, Graphics, User Experience, Creative Direction
Education
University of Hartford
BFA, Experimental Studio/Multi-Media
Retired and enjoying time with family December 2014 - Present
BNY Mellon Asset Management February 2011 - Present
American Century Investments March 1987 - July 2008
Skills
Account Management, New Business Development, Insurance, Finance, Sales, Business Strategy, CRM, Business Development, Investments, Budgets, Strategic Financial..., Mutual Funds, Asset Management
Education
The University of Kansas 1976 — 1981
Bachelors, Liberal Arts/General Studies
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
Agricultural Bank of China December 2014 - Present
Agricultural Bank of China, New York April 2012 - December 2014
S&P Capital IQ June 2011 - April 2012
BNY Mellon Asset Management September 2007 - February 2009
Numeric Investors February 2000 - August 2007
Skills
Quantitative Modeling, Investments, Portfolio Management, Asset Managment, Equities, Fixed Income, Foreign Exchange, Derivatives, Wealth Management, Mutual Funds, Financial Modeling
Education
Harvard University
PhD, Applied Physics
Harvard University
Master's degree, Applied Physics
University of Washington
BS, Physics
BNY Mellon 2013 - Present
BNY Mellon - Asset Management 2005 - 2013
State Street 1993 - 2005
Skills
Fixed Income, Equities, Securities, Derivatives, Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Asset Management, Middle Office, Corporate Actions, Risk Management, Investments, Global Custody, Back Office, Fund Accounting, Trading Systems
Education
Providence College 1988 — 1992
B.S.
BNY Mellon 2010 - Present
BNY Mellon Asset Management Canada Ltd April 2006 - Present
BNY Mellon Asset Management 2007 - 2010
Mellon Financial 1997 - 2007
Skills
Asset Managment, Risk Management, New Business Development, Leadership, Coaching, E-Learning, Technical Writing, Management, Asset Management, AML, Investments, Mutual Funds, Hedge Funds
Education
Duquesne University School of Law 1982 — 1985
Doctor of Law (J.D.)
Taylor Allderdice 1971 — 1975
HS, High School