BNY Mellon Asset Servicing
Description
Address: Strawinskylaan, 1077 XX Amsterdam, Netherlands Province: North Holland Phone: +31 20 203 5600: : Place name: : : Hours: Category: : Website: : Website: https://www.bnymellon.com/us/en/what-we-do/investment-services/asset-servicing/index.jsp Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BNY Mellon Asset Servicing B.V. Posting publicly on the Web Write a review Reviews Be the first to review
BNY Mellon Asset Servicing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon Asset Servicing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BNY Mellon Asset Servicing Employees
Employee
Years
Job
Industry
John E Shea John E Shea's BNY Mellon Asset Servicing Experience May 1999 - August 2013
Job Vice President, Relationship Manager at Chemung Canal Trust Company
Industry Financial Services
Experience
Chemung Canal Trust Company September 2014 - Present
Wilmington Trust August 2013 - June 2014
BNY Mellon Asset Servicing May 1999 - August 2013
ITS Associates February 1997 - August 1998
State Street Bank May 1995 - February 1997
SEI Corp May 1994 - May 1995
Skills
Client Service, Investments, Risk, Endowments, Pensions, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Risk, Defined Benefit, Financial Services, Fixed Income, Equities, Investment Management, Derivatives, Risk Management, Client Services
Education
Boston University - School of Management 1998 — 1999
MBA, Finance
University of Scranton 1989 — 1993
Bachelor of Science, Accounting
Montrose Area High School
Montrose Area High School
Chemung Canal Trust Company September 2014 - Present
Wilmington Trust August 2013 - June 2014
BNY Mellon Asset Servicing May 1999 - August 2013
ITS Associates February 1997 - August 1998
State Street Bank May 1995 - February 1997
SEI Corp May 1994 - May 1995
Skills
Client Service, Investments, Risk, Endowments, Pensions, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Risk, Defined Benefit, Financial Services, Fixed Income, Equities, Investment Management, Derivatives, Risk Management, Client Services
Education
Boston University - School of Management 1998 — 1999
MBA, Finance
University of Scranton 1989 — 1993
Bachelor of Science, Accounting
Montrose Area High School
Montrose Area High School
Natalia Barnett, MBA Natalia Barnett, MBA's BNY Mellon Asset Servicing Experience September 2013 - Present
Job Manager, Financial Reporting at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon, Asset Servicing September 2013 - Present
BNY Mellon July 2008 - August 2013
Delaware Investments, a member of the Macquarie Group 2008 - 2008
New Rosme Co. (Swegmark of Sweden) 1991 - 1998
Skills
Financial Statements, Tax Returns, Financial Analysis, Derivatives, Financial Accounting, RIC Accounting, international Commerce, Legal Operations, Staff Management, Auditing, Accounting
Education
Widener University 2000 — 2003
Master of Business Administration (MBA)
University of Latvia 1988 — 1994
Master of Laws (LL.M.), Law
BNY Mellon, Asset Servicing September 2013 - Present
BNY Mellon July 2008 - August 2013
Delaware Investments, a member of the Macquarie Group 2008 - 2008
New Rosme Co. (Swegmark of Sweden) 1991 - 1998
Skills
Financial Statements, Tax Returns, Financial Analysis, Derivatives, Financial Accounting, RIC Accounting, international Commerce, Legal Operations, Staff Management, Auditing, Accounting
Education
Widener University 2000 — 2003
Master of Business Administration (MBA)
University of Latvia 1988 — 1994
Master of Laws (LL.M.), Law
Miller Tom Miller Tom's BNY Mellon Asset Servicing Experience September 1992 - Present
Job Vice President at BNYMellon Asset Servicing
Industry Financial Services
Experience
BNY-Mellon Asset Servicing September 1992 - Present
Investors Retirement & Management March 1988 - May 1990
GIT Investment Funds January 1981 - February 1988
Skills
Mutual Funds, Securities Regulation
Education
University of California, Irvine 1970 — 1974
Doctor of Philosophy (Ph.D.), English Literature and Literary Theory
Yale College 1966 — 1970
Bachelor of Arts (B.A.), English Language and Literature, General
BNY-Mellon Asset Servicing September 1992 - Present
Investors Retirement & Management March 1988 - May 1990
GIT Investment Funds January 1981 - February 1988
Skills
Mutual Funds, Securities Regulation
Education
University of California, Irvine 1970 — 1974
Doctor of Philosophy (Ph.D.), English Literature and Literary Theory
Yale College 1966 — 1970
Bachelor of Arts (B.A.), English Language and Literature, General
Daniel J. Coleman Jr. Daniel J. Coleman Jr.'s BNY Mellon Asset Servicing Experience July 2013 - January 2015
Job Assistant Relationship Manager at BNY Mellon Family Office & Advisor Soutions
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2015 - Present
BNY Mellon Asset Servicing July 2013 - January 2015
Plymouth State University August 2012 - May 2013
Plymouth State University August 2012 - May 2013
OtterBox June 2012 - August 2012
City of Melrose June 2011 - August 2011
Costco Wholesale May 2010 - May 2011
J. Pace & Son, Inc February 2007 - May 2010
Skills
Microsoft Excel, PowerPoint, Google Analytics, Google Adwords, Customer Service, Microsoft Office, Marketing Strategy, Social Networking, Time Management, Public Speaking, Analytical Skills, Team Building, Teamwork, Financial Statements, Economics, Critical Thinking, Eagle PACE, Data Management, Performance Measurement, Data Integrity, Financial Reporting, Data Stewardship, Performance Benchmarking, Bloomberg Terminal, Prezi, Omniture, Compiere, Organizational..., Dependable Team Player, International Business
Education
Plymouth State University 2009 — 2013
Bachelor of Science (B.S.), Finance, with Economics Minor
University of Plymouth 2012 — 2012
International Business
BNY Mellon Wealth Management January 2015 - Present
BNY Mellon Asset Servicing July 2013 - January 2015
Plymouth State University August 2012 - May 2013
Plymouth State University August 2012 - May 2013
OtterBox June 2012 - August 2012
City of Melrose June 2011 - August 2011
Costco Wholesale May 2010 - May 2011
J. Pace & Son, Inc February 2007 - May 2010
Skills
Microsoft Excel, PowerPoint, Google Analytics, Google Adwords, Customer Service, Microsoft Office, Marketing Strategy, Social Networking, Time Management, Public Speaking, Analytical Skills, Team Building, Teamwork, Financial Statements, Economics, Critical Thinking, Eagle PACE, Data Management, Performance Measurement, Data Integrity, Financial Reporting, Data Stewardship, Performance Benchmarking, Bloomberg Terminal, Prezi, Omniture, Compiere, Organizational..., Dependable Team Player, International Business
Education
Plymouth State University 2009 — 2013
Bachelor of Science (B.S.), Finance, with Economics Minor
University of Plymouth 2012 — 2012
International Business
Carol Bousquet Carol Bousquet's BNY Mellon Asset Servicing Experience June 1994 - Present
Job Marketing and Volunteer Coordinator at Senior Center at Lower Village
Industry Public Relations and Communications
Experience
The Center September 2014 - Present
BNY MELLON ASSET SERVICING June 1994 - Present
Education Foundation of the Kennebunks and Arundel January 2009 - September 2014
WGME-TV, PORTLAND, ME October 1994 - September 2000
WGGB-TV, SPRINGFIELD, MA January 1993 - January 1994
CLARKE & COMPANY PUBLIC RELATIONS 1988 - 1991
Mintz & Hoke Communications Group 1987 - 1988
Skills
Social Media, Public Relations, Leadership, Media Relations, Marketing, Crisis Communications, Storytelling, Editing, Press Releases, Community Development, MICROSOFT WORD, Wordpress, Content Development, Web Content Management, Community Relations, Event Planning, Ghostwriting, Journalism, Non-profits, Microsoft Office, Teamwork, Mac OS X, Broadcast, Writing, Fundraising, Nonprofits
Education
Northwestern University 1991 — 1992
MSJ, JOURNALISM
The University of Connecticut 1981 — 1985
BS, MARKETING
The Center September 2014 - Present
BNY MELLON ASSET SERVICING June 1994 - Present
Education Foundation of the Kennebunks and Arundel January 2009 - September 2014
WGME-TV, PORTLAND, ME October 1994 - September 2000
WGGB-TV, SPRINGFIELD, MA January 1993 - January 1994
CLARKE & COMPANY PUBLIC RELATIONS 1988 - 1991
Mintz & Hoke Communications Group 1987 - 1988
Skills
Social Media, Public Relations, Leadership, Media Relations, Marketing, Crisis Communications, Storytelling, Editing, Press Releases, Community Development, MICROSOFT WORD, Wordpress, Content Development, Web Content Management, Community Relations, Event Planning, Ghostwriting, Journalism, Non-profits, Microsoft Office, Teamwork, Mac OS X, Broadcast, Writing, Fundraising, Nonprofits
Education
Northwestern University 1991 — 1992
MSJ, JOURNALISM
The University of Connecticut 1981 — 1985
BS, MARKETING
Wendy L Grice Wendy L Grice's BNY Mellon Asset Servicing Experience March 2011 - Present
Job Acct Resolution Specialist/Team Lead at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2011 - Present
Skills
Banking, Credit, Business Analysis, Portfolio Management, Vendor Management, Risk Management, Process Improvement, Financial Analysis, Loans, Asset Management, Access, Financial Risk, Investments, Finance, Financial Services
Education
Penn State University 1998 — 2000
BNY Mellon Asset Servicing March 2011 - Present
Skills
Banking, Credit, Business Analysis, Portfolio Management, Vendor Management, Risk Management, Process Improvement, Financial Analysis, Loans, Asset Management, Access, Financial Risk, Investments, Finance, Financial Services
Education
Penn State University 1998 — 2000
Rich Templeton Rich Templeton's BNY Mellon Asset Servicing Experience 1993 - Present
Job Sr. Vice President and Managing Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing 1993 - Present
Yankee Atomic Electric 1983 - 1993
Pawtucket Savings & Trust 1974 - 1983
Skills
Alternative Investments, Asset Management, Banking, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Wealth Management, Asset Allocation, Derivatives, Fixed Income, Investment Management, Capital Markets, Equities, Hedge Funds, Risk Management, Management, Relationship Management, Global Custody, Business Analysis, Project Management
Education
Bryant College 1975 — 1979
Bachelor of Science, Business Administration / Finance
Pawtucket West High School 1973 — 1975
BNY Mellon Asset Servicing 1993 - Present
Yankee Atomic Electric 1983 - 1993
Pawtucket Savings & Trust 1974 - 1983
Skills
Alternative Investments, Asset Management, Banking, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Wealth Management, Asset Allocation, Derivatives, Fixed Income, Investment Management, Capital Markets, Equities, Hedge Funds, Risk Management, Management, Relationship Management, Global Custody, Business Analysis, Project Management
Education
Bryant College 1975 — 1979
Bachelor of Science, Business Administration / Finance
Pawtucket West High School 1973 — 1975
Lori Corbett Lori Corbett's BNY Mellon Asset Servicing Experience May 2002 - December 2014
Job Sr. Information Developer at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc. February 2015 - Present
American Needlepoint Guild 2011 - Present
Society for Technical Communication February 1988 - Present
Society for Technical Communication May 2002 - Present
Vertex Inc. 2015 - 2015
Vertex Inc. 2015 - 2015
BNY Mellon Asset Servicing May 2002 - December 2014
Society for Technical Communication May 2009 - May 2012
STC - Philadelphia Metro Chapter 2005 - 2007
Telcordia Technologies 2000 - 2001
Skills
Software Documentation, Technical Writing, Technical Documentation, Technical Communication, Content Management, Manuals, Content Development, Editing, Instructional Design, Adobe Acrobat, SnagIt, Online Help, Captivate, Leadership, Team Mentoring, Project Management, Information Architecture, Web Content, Visio, Usability Testing, Proposal Writing, Information Design, E-Learning, Writing, Content Strategy, Proofreading, Publications, Author-it
Education
Barnard College 1972 — 1976
Bachelor of Arts, Economics
Vertex Inc. February 2015 - Present
American Needlepoint Guild 2011 - Present
Society for Technical Communication February 1988 - Present
Society for Technical Communication May 2002 - Present
Vertex Inc. 2015 - 2015
Vertex Inc. 2015 - 2015
BNY Mellon Asset Servicing May 2002 - December 2014
Society for Technical Communication May 2009 - May 2012
STC - Philadelphia Metro Chapter 2005 - 2007
Telcordia Technologies 2000 - 2001
Skills
Software Documentation, Technical Writing, Technical Documentation, Technical Communication, Content Management, Manuals, Content Development, Editing, Instructional Design, Adobe Acrobat, SnagIt, Online Help, Captivate, Leadership, Team Mentoring, Project Management, Information Architecture, Web Content, Visio, Usability Testing, Proposal Writing, Information Design, E-Learning, Writing, Content Strategy, Proofreading, Publications, Author-it
Education
Barnard College 1972 — 1976
Bachelor of Arts, Economics
Michael Faria Michael Faria's BNY Mellon Asset Servicing Experience March 2010 - August 2012
Job Sr Application Software Administrator at DST Systems
Industry Financial Services
Experience
DST Systems December 2014 - Present
DST Systems August 2012 - December 2014
BNY Mellon Asset Servicing March 2010 - August 2012
Mike Faria February 2009 - February 2010
Source4 January 2005 - February 2009
Standard Register May 2003 - September 2004
Vestcom April 2002 - April 2003
DST Output August 1998 - April 2002
Boston Financial Data Services September 1993 - July 1998
First Data Corporation April 1992 - September 1993
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com, Salesforce.com..., Salesforce Training, Account Management, CRM, Salesforce.com..., Project Management, Direct Marketing, Process Improvement, Management, Sales, Leadership, Quality Assurance, Operations Management, Business Intelligence, Data Analysis, Database Marketing, Outsourcing, Product Development, Financial Services, Product Marketing, Strengthening Client..., Print Management, Transfer Agency, Marketing, New Business Development, Business Process, Statistical Data..., Strategic Consulting, Fulfillment Services, Customer Service, Business Analysis, Team Management, Promotional Solutions, Customer Engagement, Big Data, Output Management, Sales Support, Consulting & Insights, Database Management, Customer Communications
Education
Lesley University 1995 — 2008
Business Management
Community College of Rhode Island 1990 — 1993
Associates, Accounting
Taunton High
DST Systems December 2014 - Present
DST Systems August 2012 - December 2014
BNY Mellon Asset Servicing March 2010 - August 2012
Mike Faria February 2009 - February 2010
Source4 January 2005 - February 2009
Standard Register May 2003 - September 2004
Vestcom April 2002 - April 2003
DST Output August 1998 - April 2002
Boston Financial Data Services September 1993 - July 1998
First Data Corporation April 1992 - September 1993
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com, Salesforce.com..., Salesforce Training, Account Management, CRM, Salesforce.com..., Project Management, Direct Marketing, Process Improvement, Management, Sales, Leadership, Quality Assurance, Operations Management, Business Intelligence, Data Analysis, Database Marketing, Outsourcing, Product Development, Financial Services, Product Marketing, Strengthening Client..., Print Management, Transfer Agency, Marketing, New Business Development, Business Process, Statistical Data..., Strategic Consulting, Fulfillment Services, Customer Service, Business Analysis, Team Management, Promotional Solutions, Customer Engagement, Big Data, Output Management, Sales Support, Consulting & Insights, Database Management, Customer Communications
Education
Lesley University 1995 — 2008
Business Management
Community College of Rhode Island 1990 — 1993
Associates, Accounting
Taunton High
Kristie Azevedo Kristie Azevedo's BNY Mellon Asset Servicing Experience 2010 - June 2014
Job ASSET & INVESTMENT SERVICES – TEAM LEADERSHIP / STRATEGIC PROCESS MANAGEMENT
Industry Financial Services
Experience
LeapFrog Systems October 2014 - Present
BNY Mellon Asset Servicing 2010 - June 2014
PFPC/PNC Global Investment Servicing 2005 - 2010
PFPC/PNC Global Investment Servicing 2000 - 2005
First Data Investor Services Group 1997 - 2000
Skills
Mutual Funds, Transfer Agency, Reconciliation, Operations Management, Financial Services, Leadership, Account Reconciliation, Management, Process Improvement, Analysis, Team Leadership, Team Building, Internal Audit, Strategic Planning
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science (B.S.), Hotel/Restaurant Institutional Management
LeapFrog Systems October 2014 - Present
BNY Mellon Asset Servicing 2010 - June 2014
PFPC/PNC Global Investment Servicing 2005 - 2010
PFPC/PNC Global Investment Servicing 2000 - 2005
First Data Investor Services Group 1997 - 2000
Skills
Mutual Funds, Transfer Agency, Reconciliation, Operations Management, Financial Services, Leadership, Account Reconciliation, Management, Process Improvement, Analysis, Team Leadership, Team Building, Internal Audit, Strategic Planning
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science (B.S.), Hotel/Restaurant Institutional Management
Peter DiBona, CPA's BNY Mellon Asset Servicing Experience July 2001 - October 2006
Job Head of Portfolio Administration & Fund Treasury
Industry Investment Management
Experience
Western Asset Management December 2006 - Present
BNY Mellon Asset Servicing July 2001 - October 2006
Trust Company of the West July 1994 - July 2001
USAffinity Advisors, LLC 1992 - 1994
John Hancock Advisers, Inc. 1989 - 1992
Deloitte and Touche, LLP 1985 - 1989
State Street Bank 1980 - 1985
Skills
Mutual Funds, Investment Management, Fixed Income, Asset Management, Alternative Investments, Fund Accounting, Financial Services, Investments, Limited Partnerships, Business Process..., Investment Banking, ETFs, Separately Managed..., Securities, Portfolio Management, Hedge Funds, Finance, Bloomberg, Equities, Bonds, Asset Allocation, Investment Strategies, Derivatives, Fund Administration, Risk Management, Financial Reporting, Vendor Management, Relationship Management, Financial Modeling, Outsourcing Management, REIT, FATCA, Fund Of Funds
Education
Bentley University 1976 — 1980
BS, Accounting
Western Asset Management December 2006 - Present
BNY Mellon Asset Servicing July 2001 - October 2006
Trust Company of the West July 1994 - July 2001
USAffinity Advisors, LLC 1992 - 1994
John Hancock Advisers, Inc. 1989 - 1992
Deloitte and Touche, LLP 1985 - 1989
State Street Bank 1980 - 1985
Skills
Mutual Funds, Investment Management, Fixed Income, Asset Management, Alternative Investments, Fund Accounting, Financial Services, Investments, Limited Partnerships, Business Process..., Investment Banking, ETFs, Separately Managed..., Securities, Portfolio Management, Hedge Funds, Finance, Bloomberg, Equities, Bonds, Asset Allocation, Investment Strategies, Derivatives, Fund Administration, Risk Management, Financial Reporting, Vendor Management, Relationship Management, Financial Modeling, Outsourcing Management, REIT, FATCA, Fund Of Funds
Education
Bentley University 1976 — 1980
BS, Accounting
Jonathan Freedman Jonathan Freedman's BNY Mellon Asset Servicing Experience March 2009 - Present
Job Vice President & Regulatory Director, Document Solutions
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2009 - Present
Appointed and Elected Positions 1999 - Present
PFPC Trust Company 2005 - March 2009
PNC Global Investment Servicing (formerly PFPC Inc.) 2001 - March 2009
First Data Corporation Investor Services Group 1988 - 1998
Skills
Mutual Funds, Risk Management, Financial Services, Process Improvement, Auditing, Management, Compliance, Series 7, Securities, Insurance, Financial Risk, Analysis, Accounting, Investments, Policy, Software Documentation, Asset Management, Retirement
Education
Bates College
BA, Political Science
Boston University - School of Management
MBA
BNY Mellon Asset Servicing March 2009 - Present
Appointed and Elected Positions 1999 - Present
PFPC Trust Company 2005 - March 2009
PNC Global Investment Servicing (formerly PFPC Inc.) 2001 - March 2009
First Data Corporation Investor Services Group 1988 - 1998
Skills
Mutual Funds, Risk Management, Financial Services, Process Improvement, Auditing, Management, Compliance, Series 7, Securities, Insurance, Financial Risk, Analysis, Accounting, Investments, Policy, Software Documentation, Asset Management, Retirement
Education
Bates College
BA, Political Science
Boston University - School of Management
MBA
Julie Scungio Julie Scungio's BNY Mellon Asset Servicing Experience April 2002 - Present
Job Business Analyst Consultant II at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing* April 2002 - Present
PNC Global Investment Servicing May 1996 - April 2002
First Data Corporation - The Shareholder Services Group February 1994 - May 1996
Skills
Testing, SDLC, Analysis, Business Requirements, Project Management, Data Analysis, Leadership, Financial Services, System Testing, Mutual Funds, Mergers & Acquisitions, Trading, Account Reconciliation, Data Conversion, Requirements Gathering
Education
Bryant University 1985 — 1989
BS
BNY Mellon Asset Servicing* April 2002 - Present
PNC Global Investment Servicing May 1996 - April 2002
First Data Corporation - The Shareholder Services Group February 1994 - May 1996
Skills
Testing, SDLC, Analysis, Business Requirements, Project Management, Data Analysis, Leadership, Financial Services, System Testing, Mutual Funds, Mergers & Acquisitions, Trading, Account Reconciliation, Data Conversion, Requirements Gathering
Education
Bryant University 1985 — 1989
BS
Greg Bourque Greg Bourque's BNY Mellon Asset Servicing Experience December 2009 - February 2012
Job Web Developer / Software Engineer
Industry Computer Software
Experience
Masy Systems September 2014 - Present
Harris School Solutions February 2012 - June 2015
BNY Mellon Asset Servicing December 2009 - February 2012
Rockstar New England April 2009 - June 2009
Rockstar New England June 2008 - April 2009
BNY Mellon Asset Servicing February 2007 - June 2008
multiple January 2004 - January 2008
New Phase Circle Products Inc August 2006 - February 2007
Engineering and Data Solutions July 2005 - August 2006
Wachusett Mountain Ski Area October 2000 - April 2006
Skills
Scripting, JavaScript, HTML, Database-driven Web..., Database-driven Websites, Software Development, Progress 4GL, Quality Assurance, Microsoft Office, Customer Service, User Interface Design, Team Building, Photoshop, Game Design, Xbox 360, jQuery, Software Testing, Wijmo, Computer Program, Visual Basic, Microsoft Excel Macros, Web Development
Education
University of Massachusetts at Lowell 2010 — 2013
Bachelor's Degree, Information Technology
Worcester State College 2002 — 2010
None, Computer Science / Business Management
Masy Systems September 2014 - Present
Harris School Solutions February 2012 - June 2015
BNY Mellon Asset Servicing December 2009 - February 2012
Rockstar New England April 2009 - June 2009
Rockstar New England June 2008 - April 2009
BNY Mellon Asset Servicing February 2007 - June 2008
multiple January 2004 - January 2008
New Phase Circle Products Inc August 2006 - February 2007
Engineering and Data Solutions July 2005 - August 2006
Wachusett Mountain Ski Area October 2000 - April 2006
Skills
Scripting, JavaScript, HTML, Database-driven Web..., Database-driven Websites, Software Development, Progress 4GL, Quality Assurance, Microsoft Office, Customer Service, User Interface Design, Team Building, Photoshop, Game Design, Xbox 360, jQuery, Software Testing, Wijmo, Computer Program, Visual Basic, Microsoft Excel Macros, Web Development
Education
University of Massachusetts at Lowell 2010 — 2013
Bachelor's Degree, Information Technology
Worcester State College 2002 — 2010
None, Computer Science / Business Management
Doris Fortuna Doris Fortuna's BNY Mellon Asset Servicing Experience July 2010 - Present
Job Application Developer III at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Financial Services Group December 1996 - December 2010
Duratex S.A. May 1979 - August 1993
Skills
TSO, COBOL, Mainframe, VSAM, SDLC, Programming, JCL, Easytrieve, DB2, MVS, SQL, Systems Analysis, Requirements Gathering
Education
Faculdade de Tecnologia de São Paulo 1985 — 1990
tecnologa, Processamento de Dados
Universidade de São Paulo 1977 — 1985
matematica aplicada
Liceu Eduardo Prado 1974 — 1976
colegial, quimica
BNY Mellon Asset Servicing July 2010 - Present
PNC Financial Services Group December 1996 - December 2010
Duratex S.A. May 1979 - August 1993
Skills
TSO, COBOL, Mainframe, VSAM, SDLC, Programming, JCL, Easytrieve, DB2, MVS, SQL, Systems Analysis, Requirements Gathering
Education
Faculdade de Tecnologia de São Paulo 1985 — 1990
tecnologa, Processamento de Dados
Universidade de São Paulo 1977 — 1985
matematica aplicada
Liceu Eduardo Prado 1974 — 1976
colegial, quimica
Susan Hurr-Nanoski Susan Hurr-Nanoski's BNY Mellon Asset Servicing Experience October 2010 - Present
Job Section Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing October 2010 - Present
Lincoln Investment Planning January 2010 - October 2010
PNC Global Investment Servicing July 1997 - July 2009
Skills
Financial Services, Mutual Funds, Relationship Management, Investments, Asset Management, Fixed Income, Securities, Process Improvement, Risk Management
Education
Temple University 1986 — 1991
BNY Mellon Asset Servicing October 2010 - Present
Lincoln Investment Planning January 2010 - October 2010
PNC Global Investment Servicing July 1997 - July 2009
Skills
Financial Services, Mutual Funds, Relationship Management, Investments, Asset Management, Fixed Income, Securities, Process Improvement, Risk Management
Education
Temple University 1986 — 1991
Leigh Ann Duxbury's BNY Mellon Asset Servicing Experience March 2014 - Present
Job Management Company Support Account Resolution Specialist V at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2014 - Present
Genworth Financial Trust Company July 2008 - Present
Genworth Financial Trust Company January 2010 - January 2013
MetLife January 2006 - January 2008
PFPC Global Fund Services January 2001 - January 2004
PFPC Global Fund Services September 1999 - September 2001
The Rockport Shoe Company January 1998 - January 1999
The Paul Revere Variable Annuity Insurance Company January 1988 - January 1994
Education
Becker Junior College
Business Administration
Nichols College
Quinsigamond Community College
Liberal Arts
BNY Mellon Asset Servicing March 2014 - Present
Genworth Financial Trust Company July 2008 - Present
Genworth Financial Trust Company January 2010 - January 2013
MetLife January 2006 - January 2008
PFPC Global Fund Services January 2001 - January 2004
PFPC Global Fund Services September 1999 - September 2001
The Rockport Shoe Company January 1998 - January 1999
The Paul Revere Variable Annuity Insurance Company January 1988 - January 1994
Education
Becker Junior College
Business Administration
Nichols College
Quinsigamond Community College
Liberal Arts
Dianne Lotti's BNY Mellon Asset Servicing Experience February 2006 - April 2014
Job Sr. Business System Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
BNY Mellon Asset Servicing February 2006 - April 2014
PFPC (Now known as BNY Mellon Asset Servicing) April 2002 - February 2006
Pioneer Investments January 1989 - April 2002
Skills
Systems Analysis, Business Analysis, System Testing, GUI Testing, Relational database..., SDLC methodology -..., Project Management..., Document Management..., Microsoft Office Visio,..., Crystal Reports, Business Objects, Browser capabilities..., Quality Assurance, Mutual Funds, SQL, Risk Management, Software Documentation
Education
Clark University 1999 — 2000
MCSE NT Certification
Eastern Nazarene College 1994 — 1995
BS, Business
MFS Investment Management April 2014 - Present
BNY Mellon Asset Servicing February 2006 - April 2014
PFPC (Now known as BNY Mellon Asset Servicing) April 2002 - February 2006
Pioneer Investments January 1989 - April 2002
Skills
Systems Analysis, Business Analysis, System Testing, GUI Testing, Relational database..., SDLC methodology -..., Project Management..., Document Management..., Microsoft Office Visio,..., Crystal Reports, Business Objects, Browser capabilities..., Quality Assurance, Mutual Funds, SQL, Risk Management, Software Documentation
Education
Clark University 1999 — 2000
MCSE NT Certification
Eastern Nazarene College 1994 — 1995
BS, Business
Aleksandra Shatukhin Aleksandra Shatukhin's BNY Mellon Asset Servicing Experience February 2005 - November 2013
Job Blue Sky Coordinator at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing February 2005 - November 2013
Fidelity Investments April 1994 - October 2003
Skills
Financial Services, Risk Management, Microsoft Excel, Portfolio Management, Financial Analysis, Banking, Mutual Funds, Financial Planning, Relationship Management, Wealth Management, Finance, Equities, Securities, Asset Management, Business Analysis, Fixed Income, Financial Risk, Financial Modeling, Investments, Capital Markets
Education
Northeastern University
BNY Mellon Asset Servicing February 2005 - November 2013
Fidelity Investments April 1994 - October 2003
Skills
Financial Services, Risk Management, Microsoft Excel, Portfolio Management, Financial Analysis, Banking, Mutual Funds, Financial Planning, Relationship Management, Wealth Management, Finance, Equities, Securities, Asset Management, Business Analysis, Fixed Income, Financial Risk, Financial Modeling, Investments, Capital Markets
Education
Northeastern University
James Foggo James Foggo's BNY Mellon Asset Servicing Experience November 2009 - October 2011
Job Managing Director, Head of BNYM ClearSky Services at BNY Mellon Investment Servicing (US) Inc.
Industry Financial Services
Experience
BNY Mellon Investment Servicing (US) Inc. May 2013 - Present
Enterprise Investor Services at BNY Mellon Asset Servicing November 2011 - April 2013
BNY Mellon Asset Servicing November 2009 - October 2011
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) June 2007 - November 2009
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) January 2006 - June 2007
GCom2 Solutions November 2003 - December 2005
SEI Investments October 2000 - October 2003
SEI Investments August 1998 - October 2000
Baker & McKenzie April 1995 - August 1998
Battle Fowler LLP May 1992 - April 1995
Skills
Investments, Hedge Funds, Back Office, Asset Management, Financial Services, Equities, Mutual Funds, Operational Risk..., Fund Accounting, Fund Administration, Restructuring, Asset Managment, Portfolio Management, Private Equity, AML, Auditing, Securities
Education
Seton Hall University School of Law 1990 — 1993
JD
Hobart and William Smith Colleges 1982 — 1986
B.A., History and Economics
BNY Mellon Investment Servicing (US) Inc. May 2013 - Present
Enterprise Investor Services at BNY Mellon Asset Servicing November 2011 - April 2013
BNY Mellon Asset Servicing November 2009 - October 2011
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) June 2007 - November 2009
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) January 2006 - June 2007
GCom2 Solutions November 2003 - December 2005
SEI Investments October 2000 - October 2003
SEI Investments August 1998 - October 2000
Baker & McKenzie April 1995 - August 1998
Battle Fowler LLP May 1992 - April 1995
Skills
Investments, Hedge Funds, Back Office, Asset Management, Financial Services, Equities, Mutual Funds, Operational Risk..., Fund Accounting, Fund Administration, Restructuring, Asset Managment, Portfolio Management, Private Equity, AML, Auditing, Securities
Education
Seton Hall University School of Law 1990 — 1993
JD
Hobart and William Smith Colleges 1982 — 1986
B.A., History and Economics
Dana Rankin Dana Rankin's BNY Mellon Asset Servicing Experience July 2009 - Present
Job Custody Account Opening Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2009 - Present
PNC Global Investment Servicing, King of Prussia, PA2002 May 2007 - July 2009
PFPC June 2002 - May 2007
PNC Bank January 1999 - January 2002
SEPTA January 2000 - January 2000
Education
Neumann University 1998 — 2002
Bachelor of Science Degree, Business Administration
Eastern University
Masters of Business Administration, Management
Neumann University
Bachelor of Science Degree, Computer Information Management
BNY Mellon Asset Servicing July 2009 - Present
PNC Global Investment Servicing, King of Prussia, PA2002 May 2007 - July 2009
PFPC June 2002 - May 2007
PNC Bank January 1999 - January 2002
SEPTA January 2000 - January 2000
Education
Neumann University 1998 — 2002
Bachelor of Science Degree, Business Administration
Eastern University
Masters of Business Administration, Management
Neumann University
Bachelor of Science Degree, Computer Information Management
Sidharth Thakur Sidharth Thakur's BNY Mellon Asset Servicing Experience June 2014 - August 2014
Job Finance & Analytics Summer Analyst at Standard & Poor's
Industry Banking
Experience
Baruch Investment Management Group February 2015 - Present
Standard & Poor's June 2015 - August 2015
Valufinder Group, Inc. September 2014 - April 2015
BNY Mellon - Asset Servicing June 2014 - August 2014
Museum of American Finance June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Market Research, Public Speaking, Leadership, Financial Analysis, Analysis, Equities
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Investments
Baruch Investment Management Group February 2015 - Present
Standard & Poor's June 2015 - August 2015
Valufinder Group, Inc. September 2014 - April 2015
BNY Mellon - Asset Servicing June 2014 - August 2014
Museum of American Finance June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Market Research, Public Speaking, Leadership, Financial Analysis, Analysis, Equities
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Investments
Jesús Salgado's BNY Mellon Asset Servicing Experience July 2011 - December 2012
Job Senior Client Service Manager
Industry Investment Management
Experience
State Street Global Advisors June 2015 - Present
F-Squared Investments September 2013 - March 2015
BNY Mellon Asset Servicing July 2011 - December 2012
BNY Mellon July 2005 - June 2011
BNY Mellon July 2003 - June 2005
BNY Mellon July 2002 - June 2003
BNY Mellon July 2000 - June 2002
BNY Mellon July 1999 - June 2000
Education
Boston University - School of Management 1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management
State Street Global Advisors June 2015 - Present
F-Squared Investments September 2013 - March 2015
BNY Mellon Asset Servicing July 2011 - December 2012
BNY Mellon July 2005 - June 2011
BNY Mellon July 2003 - June 2005
BNY Mellon July 2002 - June 2003
BNY Mellon July 2000 - June 2002
BNY Mellon July 1999 - June 2000
Education
Boston University - School of Management 1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management
Shauna Rivera Shauna Rivera's BNY Mellon Asset Servicing Experience 2000 - 2015
Job Client Services Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing 2000 - 2015
Norristown Ford June 1993 - May 2000
Skills
Financial Services, Customer Service, Securities, Client Service Oriented, Mutual Funds, Relationship Management, Client Services, Series 7, Fixed Income, Back Office, Series 63, Equities, Asset Allocation, Alternative Investments, Banking, Bloomberg, Wealth Management, Bonds, Business Analysis, Project Management, Asset Management, Process Improvement, Risk Management
Education
Eastern University 1995 — 1999
Elementary Education
Upper Merion 1992 — 1995
Diploma
BNY Mellon Asset Servicing 2000 - 2015
Norristown Ford June 1993 - May 2000
Skills
Financial Services, Customer Service, Securities, Client Service Oriented, Mutual Funds, Relationship Management, Client Services, Series 7, Fixed Income, Back Office, Series 63, Equities, Asset Allocation, Alternative Investments, Banking, Bloomberg, Wealth Management, Bonds, Business Analysis, Project Management, Asset Management, Process Improvement, Risk Management
Education
Eastern University 1995 — 1999
Elementary Education
Upper Merion 1992 — 1995
Diploma
John Devereaux's BNY Mellon Asset Servicing Experience January 2003 - Present
Job Finance at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing January 2003 - Present
TAC Worldwide November 1997 - March 2001
Skills
Management, Relationship Management, CRM, Public Speaking, Customer Service, Sales, Building Relationships, Recruiting, Leadership, Human Resources, Account Management, Finance, Time Management, Inside Sales, Customer Experience, Customer Retention, Cold Calling, Consulting, Community Outreach, Coaching, Process Improvement, Strategic Planning, Talent Acquisition, Nonprofits, Program Development, Business, Relationship Building, Investments, Financial Services, Mutual Funds, Business Planning, Employee Training, Networking, Teamwork, Change Management, Series 63, Job Coaching, Salesforce.com, Vendor Management, Lead Generation, BLS
Education
Merrimack College 1984 — 1989
Bachelor's degree, Business/Commerce, General
Stoneham 1980 — 1984
Stoneham High School graduate
BNY Mellon Asset Servicing January 2003 - Present
TAC Worldwide November 1997 - March 2001
Skills
Management, Relationship Management, CRM, Public Speaking, Customer Service, Sales, Building Relationships, Recruiting, Leadership, Human Resources, Account Management, Finance, Time Management, Inside Sales, Customer Experience, Customer Retention, Cold Calling, Consulting, Community Outreach, Coaching, Process Improvement, Strategic Planning, Talent Acquisition, Nonprofits, Program Development, Business, Relationship Building, Investments, Financial Services, Mutual Funds, Business Planning, Employee Training, Networking, Teamwork, Change Management, Series 63, Job Coaching, Salesforce.com, Vendor Management, Lead Generation, BLS
Education
Merrimack College 1984 — 1989
Bachelor's degree, Business/Commerce, General
Stoneham 1980 — 1984
Stoneham High School graduate
Raina Williams Raina Williams's BNY Mellon Asset Servicing Experience July 2011 - May 2014
Job Senior Compliance and Operations Professional
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2011 - May 2014
BNY Mellon Asset Servicing March 2000 - July 2011
First Data Investor Services Group September 1994 - March 2000
Fidelity Investments June 1983 - July 1994
Skills
Back Office, Process Improvement, Compliance, Operations Management, Resource Management, Client Relations Skills, Federal & State..., Cost Saving Projects, Risk Management, Management, Securities, Blue Sky, Financial Services, Insurance, Mutual Funds, Project Management, Asset Management, Leadership, Vendor Management, Investments
Education
Northeastern University
Associate of Science (AS), Human Resources Management and Services
BNY Mellon Asset Servicing July 2011 - May 2014
BNY Mellon Asset Servicing March 2000 - July 2011
First Data Investor Services Group September 1994 - March 2000
Fidelity Investments June 1983 - July 1994
Skills
Back Office, Process Improvement, Compliance, Operations Management, Resource Management, Client Relations Skills, Federal & State..., Cost Saving Projects, Risk Management, Management, Securities, Blue Sky, Financial Services, Insurance, Mutual Funds, Project Management, Asset Management, Leadership, Vendor Management, Investments
Education
Northeastern University
Associate of Science (AS), Human Resources Management and Services
Rashaan D. Farrelly Rashaan D. Farrelly's BNY Mellon Asset Servicing Experience 2003 - 2004
Job Director, Relationship Executive at Virtus ETF Solutions
Industry Financial Services
Experience
Virtus ETF Solutions August 2015 - Present
BNY Mellon November 2012 - Present
BNY Mellon 2011 - November 2012
BNY Mellon 2008 - 2011
BNY Mellon 2004 - 2008
BNY Mellon - Asset Servicing 2003 - 2004
Skills
New Business Conversion..., Client Relationship..., Mutual Funds, Securities, Fixed Income, Equities, Investments, Financial Services, CRM, Relationship Management, Capital Markets, ETFs, Accounting, Investment Management, Finance, Investment Strategies, Financial Analysis, Asset Management, Fund Accounting, Banking, Management, Corporate Actions, Financial Markets, Bonds, Trading
Education
Fordham Gabelli School of Business 2004 — 2007
Masters of Business Administration, Finance & Management
LIU Post 1995 — 1999
Bachelors of Science, Marketing
Regents College - London, England 1998 — 1998
Marketing
Virtus ETF Solutions August 2015 - Present
BNY Mellon November 2012 - Present
BNY Mellon 2011 - November 2012
BNY Mellon 2008 - 2011
BNY Mellon 2004 - 2008
BNY Mellon - Asset Servicing 2003 - 2004
Skills
New Business Conversion..., Client Relationship..., Mutual Funds, Securities, Fixed Income, Equities, Investments, Financial Services, CRM, Relationship Management, Capital Markets, ETFs, Accounting, Investment Management, Finance, Investment Strategies, Financial Analysis, Asset Management, Fund Accounting, Banking, Management, Corporate Actions, Financial Markets, Bonds, Trading
Education
Fordham Gabelli School of Business 2004 — 2007
Masters of Business Administration, Finance & Management
LIU Post 1995 — 1999
Bachelors of Science, Marketing
Regents College - London, England 1998 — 1998
Marketing
Shawn Keefe Shawn Keefe's BNY Mellon Asset Servicing Experience June 2010 - Present
Job Senior Client Service Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing June 2010 - Present
BNY Mellon Asset Servicing March 2008 - June 2010
Brickmill Marketing Services June 2007 - March 2008
W.A. Wilde June 2006 - June 2007
BNY Mellon Asset Servicing November 2000 - June 2006
Dalbar May 2000 - November 2000
Putnam Investments March 1999 - May 2000
Skills
Direct Marketing, Account Management, CRM, Direct Mail, Financial Services, Management, Mutual Funds, Analysis, Contract Negotiation, Customer Satisfaction, Nonprofits, Relationship Management, Vendor Management, Business Analysis, Asset Management, Process Improvement, New Business Development, Sales, Call Centers, Project Management, Salesforce.com, Training
Education
Southern New Hampshire University 2015 — 2018
Business Administration
Fitchburg State University 1996 — 1997
Business Administration
BNY Mellon Asset Servicing June 2010 - Present
BNY Mellon Asset Servicing March 2008 - June 2010
Brickmill Marketing Services June 2007 - March 2008
W.A. Wilde June 2006 - June 2007
BNY Mellon Asset Servicing November 2000 - June 2006
Dalbar May 2000 - November 2000
Putnam Investments March 1999 - May 2000
Skills
Direct Marketing, Account Management, CRM, Direct Mail, Financial Services, Management, Mutual Funds, Analysis, Contract Negotiation, Customer Satisfaction, Nonprofits, Relationship Management, Vendor Management, Business Analysis, Asset Management, Process Improvement, New Business Development, Sales, Call Centers, Project Management, Salesforce.com, Training
Education
Southern New Hampshire University 2015 — 2018
Business Administration
Fitchburg State University 1996 — 1997
Business Administration
Jim Wurster Jim Wurster's BNY Mellon Asset Servicing Experience November 1998 - March 2013
Job Director of Community Programs at New Avenue Foundation
Industry Financial Services
Experience
New Avenue Foundation March 2013 - Present
Patch Adams Free Clinic in Philadelphia 2008 - 2014
Patch Adams Free Clinic in Philadelphia 2008 - 2014
BNY Mellon Asset Servicing November 1998 - March 2013
Malvern Systems April 1995 - July 1998
Conrail June 1990 - June 1995
Miller, Mason & Dickenson 1980 - 1984
Skills
Troubleshooting, Programming, Problem Solving, Data Conversion, JavaScript, XML, SQL, HTML, CSS, Technical Writing, Python, Operating Systems, Non-profits, Wordpress, Virtual Currency, WordPress, Nonprofits, Software Development, Databases, Drupal, Web Design, Web Development, Software Project..., Website Development, Requirements Gathering, Requirements Analysis
Education
Drexel University 1971 — 1974
MS, Environmental Science
Drexel University 1966 — 1971
BS, Biology
Father Judge High School 1962 — 1966
academic, General Studies
New Avenue Foundation March 2013 - Present
Patch Adams Free Clinic in Philadelphia 2008 - 2014
Patch Adams Free Clinic in Philadelphia 2008 - 2014
BNY Mellon Asset Servicing November 1998 - March 2013
Malvern Systems April 1995 - July 1998
Conrail June 1990 - June 1995
Miller, Mason & Dickenson 1980 - 1984
Skills
Troubleshooting, Programming, Problem Solving, Data Conversion, JavaScript, XML, SQL, HTML, CSS, Technical Writing, Python, Operating Systems, Non-profits, Wordpress, Virtual Currency, WordPress, Nonprofits, Software Development, Databases, Drupal, Web Design, Web Development, Software Project..., Website Development, Requirements Gathering, Requirements Analysis
Education
Drexel University 1971 — 1974
MS, Environmental Science
Drexel University 1966 — 1971
BS, Biology
Father Judge High School 1962 — 1966
academic, General Studies
Lorenc Demika Lorenc Demika's BNY Mellon Asset Servicing Experience March 2008 - September 2011
Job Risk & Compliance Analyst
Industry Investment Management
Experience
Eaton Vance October 2013 - Present
Eaton Vance October 2011 - October 2013
BNY MELLON ASSET SERVICING March 2008 - September 2011
State Street August 2006 - March 2008
State Street June 2006 - August 2006
State Street April 2005 - May 2006
Skills
Bloomberg AIM, Bloomberg CMGR, AXIOM, Microsoft Outlook, Microsoft Office, Lotus Notes, MCH (Multicurrency..., IAS (Investment..., Reuters, NASDAQ, IDC 360View, Aladdin Enterprise..., Securities, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Valuation, Risk Management, Derivatives, Fixed Income, Investment Management, Asset Management, Investments
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Arts (B.A.), Economics
Eaton Vance October 2013 - Present
Eaton Vance October 2011 - October 2013
BNY MELLON ASSET SERVICING March 2008 - September 2011
State Street August 2006 - March 2008
State Street June 2006 - August 2006
State Street April 2005 - May 2006
Skills
Bloomberg AIM, Bloomberg CMGR, AXIOM, Microsoft Outlook, Microsoft Office, Lotus Notes, MCH (Multicurrency..., IAS (Investment..., Reuters, NASDAQ, IDC 360View, Aladdin Enterprise..., Securities, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Valuation, Risk Management, Derivatives, Fixed Income, Investment Management, Asset Management, Investments
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Arts (B.A.), Economics
Jayda Burke's BNY Mellon Asset Servicing Experience January 2001 - September 2013
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
BNY Mellon Asset Servicing January 2001 - September 2013
Boston Financial Data Services May 1998 - January 2001
Skills
Transfer Agency, Mutual Funds, NSCC, Broker Dealer Support, Trust Support, Industry Committees, Securities, Asset Management, Investments, Financial Services, Fixed Income, Trading, Hedge Funds, Securities Lending, Business Analysis, Relationship Management, Equities, Account Reconciliation, Alternative Investments, Risk Management, Fund Administration, Series 7, Portfolio Management
Education
University of Massachusetts Dartmouth 1993 — 1998
BS, Finance
BlackRock September 2013 - Present
BNY Mellon Asset Servicing January 2001 - September 2013
Boston Financial Data Services May 1998 - January 2001
Skills
Transfer Agency, Mutual Funds, NSCC, Broker Dealer Support, Trust Support, Industry Committees, Securities, Asset Management, Investments, Financial Services, Fixed Income, Trading, Hedge Funds, Securities Lending, Business Analysis, Relationship Management, Equities, Account Reconciliation, Alternative Investments, Risk Management, Fund Administration, Series 7, Portfolio Management
Education
University of Massachusetts Dartmouth 1993 — 1998
BS, Finance
Nigel Linssen's BNY Mellon Asset Servicing Experience February 2011 - Present
Job Vice President and Counsel at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing February 2011 - Present
Education
American University, Washington College of Law 1999 — 2002
Doctor of Law (JD)
University of Minnesota-Morris 1993 — 1998
Bachelor of Arts
BNY Mellon Asset Servicing February 2011 - Present
Education
American University, Washington College of Law 1999 — 2002
Doctor of Law (JD)
University of Minnesota-Morris 1993 — 1998
Bachelor of Arts
Denise Bova, PMP's BNY Mellon Asset Servicing Experience 2010 - Present
Job
Industry Financial Services
Experience
BNY Mellon Asset Servicing 2010 - Present
Skills
PMP, SDLC, Excel, Project Planning, Word, Business Analysis, Software Project..., MS Project, Process Improvement, PowerPoint, Requirements Gathering, Requirements Analysis, Software Documentation, Quality Assurance, Project Management, Management, Microsoft Word, Risk Management, Business Requirements, Program Management, Analysis, SharePoint, Vendor Management, Visio, Microsoft Excel
Education
University of Massachusetts, Amherst 1992 — 1994
MA, Art History
Clark University 1987 — 1991
Bachelor of Arts (B.A.), History
BNY Mellon Asset Servicing 2010 - Present
Skills
PMP, SDLC, Excel, Project Planning, Word, Business Analysis, Software Project..., MS Project, Process Improvement, PowerPoint, Requirements Gathering, Requirements Analysis, Software Documentation, Quality Assurance, Project Management, Management, Microsoft Word, Risk Management, Business Requirements, Program Management, Analysis, SharePoint, Vendor Management, Visio, Microsoft Excel
Education
University of Massachusetts, Amherst 1992 — 1994
MA, Art History
Clark University 1987 — 1991
Bachelor of Arts (B.A.), History
Emily Hipona's BNY Mellon Asset Servicing Experience July 2010 - Present
Job BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing February 2001 - July 2010
Fleet Bank (BankBoston) 1993 - 2000
Fleet Bank (BankBoston) 1989 - 1993
Skills
Financial Services, Business Analysis, Requirements Analysis, Risk Management, Process Improvement, Project Management, SDLC, PMO, Requirements Gathering, Vendor Management, IT Strategy, Project Portfolio..., Banking, Software Project..., PMP
Education
Ithaca College 1980 — 1984
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing February 2001 - July 2010
Fleet Bank (BankBoston) 1993 - 2000
Fleet Bank (BankBoston) 1989 - 1993
Skills
Financial Services, Business Analysis, Requirements Analysis, Risk Management, Process Improvement, Project Management, SDLC, PMO, Requirements Gathering, Vendor Management, IT Strategy, Project Portfolio..., Banking, Software Project..., PMP
Education
Ithaca College 1980 — 1984
Raj Mahabir's BNY Mellon Asset Servicing Experience 2010 - Present
Job Technical Account Intermediate
Industry Financial Services
Experience
BNY Mellon Asset Servicing 2010 - Present
PFPC January 2008 - Present
BNY Mellon 2008 - Present
PFPC November 2005 - December 2007
PFPC October 2002 - May 2003
Education
Temple University 1997 — 2002
BNY Mellon Asset Servicing 2010 - Present
PFPC January 2008 - Present
BNY Mellon 2008 - Present
PFPC November 2005 - December 2007
PFPC October 2002 - May 2003
Education
Temple University 1997 — 2002
Howard Streitfeld's BNY Mellon Asset Servicing Experience 2007 - Present
Job Lead Developer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
Eleanor Amidon's BNY Mellon Asset Servicing Experience October 1999 - December 2012
Job Financial Services Professional
Industry Investment Management
Experience
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - October 2014
BNY Mellon Asset Servicing October 1999 - December 2012
SSgA/Russell Funds 1997 - 1998
Scudder, Stevens & Clark 1982 - 1997
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Securities, Trust Services, Nonprofits, Client Relations Skills, Contract Negotiation, Global Custody, Investments, Asset Allocation, Equities, Fund Accounting, Financial Services, Corporate Actions, Asset Management, Relationship Management, Risk Management
Education
Colby College 1971 — 1975
The Derryfield School
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - October 2014
BNY Mellon Asset Servicing October 1999 - December 2012
SSgA/Russell Funds 1997 - 1998
Scudder, Stevens & Clark 1982 - 1997
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Securities, Trust Services, Nonprofits, Client Relations Skills, Contract Negotiation, Global Custody, Investments, Asset Allocation, Equities, Fund Accounting, Financial Services, Corporate Actions, Asset Management, Relationship Management, Risk Management
Education
Colby College 1971 — 1975
The Derryfield School
C.J. Abati's BNY Mellon Asset Servicing Experience August 1999 - Present
Job Vice President, Client Accounting & Reporting Services, BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing August 1999 - Present
Bronner Slosberg Humphrey (Digitas) 1997 - 1999
Tucker Anthony 1990 - 1997
Skills
Bloomberg, Mutual Funds, Business Development, Business Analysis, Fixed Income, Securities, Banking, Global Custody, Investments, Financial Services, Fund Accounting, Equities, Asset Management, Hedge Funds, Management, Corporate Actions
Education
University of Massachusetts, Amherst 1986 — 1990
BA, History
BNY Mellon Asset Servicing August 1999 - Present
Bronner Slosberg Humphrey (Digitas) 1997 - 1999
Tucker Anthony 1990 - 1997
Skills
Bloomberg, Mutual Funds, Business Development, Business Analysis, Fixed Income, Securities, Banking, Global Custody, Investments, Financial Services, Fund Accounting, Equities, Asset Management, Hedge Funds, Management, Corporate Actions
Education
University of Massachusetts, Amherst 1986 — 1990
BA, History
Tammy Goldbaum's BNY Mellon Asset Servicing Experience July 2000 - Present
Job Senior Manager, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2000 - Present
PFPC 2000 - 2007
Skills
Financial Reporting, Process Improvement
Education
University of Delaware 1996 — 2000
BNY Mellon Asset Servicing July 2000 - Present
PFPC 2000 - 2007
Skills
Financial Reporting, Process Improvement
Education
University of Delaware 1996 — 2000
Barbara Mack's BNY Mellon Asset Servicing Experience December 2010 - Present
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing December 2010 - Present
IntePros Consulting July 2010 - December 2010
SunGard April 1997 - January 2010
NICSA 1997 - 2010
Fund Plan Services August 1993 - April 1997
Delaware Management Co 1976 - 1992
Skills
Management, Project Management, Mutual Funds, Vendor Management, Financial Services, Business Analysis, CRM, Requirements Analysis, Requirements Gathering, Operations Management, Leadership, Contract Negotiation, SDLC
Education
Bloomsburg University of Pennsylvania
BNY Mellon Asset Servicing December 2010 - Present
IntePros Consulting July 2010 - December 2010
SunGard April 1997 - January 2010
NICSA 1997 - 2010
Fund Plan Services August 1993 - April 1997
Delaware Management Co 1976 - 1992
Skills
Management, Project Management, Mutual Funds, Vendor Management, Financial Services, Business Analysis, CRM, Requirements Analysis, Requirements Gathering, Operations Management, Leadership, Contract Negotiation, SDLC
Education
Bloomsburg University of Pennsylvania
Marianne Roemer's BNY Mellon Asset Servicing Experience July 2010 - Present
Job Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing July 2006 - September 2010
PNC Global Investment Servicing July 2003 - July 2006
PNC Global Investment Servicing September 2001 - July 2003
Skills
Mutual Funds, Fund Accounting, Fixed Income, Securities, Bloomberg, Equities, Fund Administration, Financial Modeling, Financial Services, Valuation, Portfolio Management, Asset Management, Corporate Actions, Finance, Derivatives
Education
Nichols College 2005 — 2007
Master's, Business Administration
University of Massachusetts Lowell 1997 — 2001
Bachelor's, Business Administration
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing July 2006 - September 2010
PNC Global Investment Servicing July 2003 - July 2006
PNC Global Investment Servicing September 2001 - July 2003
Skills
Mutual Funds, Fund Accounting, Fixed Income, Securities, Bloomberg, Equities, Fund Administration, Financial Modeling, Financial Services, Valuation, Portfolio Management, Asset Management, Corporate Actions, Finance, Derivatives
Education
Nichols College 2005 — 2007
Master's, Business Administration
University of Massachusetts Lowell 1997 — 2001
Bachelor's, Business Administration
Andrew McNally's BNY Mellon Asset Servicing Experience 1993 - Present
Job Vice President and Senior Director, Fund Accounting & Administration Client Services at BNY Mellon Asset Servicing, Inc.
Industry Investment Management
Experience
BNY Mellon Asset Servicing 1993 - Present
Skills
Mutual Funds, Compliance, Financial Reporting, Accounting, Mutual Fund Taxation, Board of Directors..., Real Estate Development, Portfolio Management, Budgets, Fund Accounting, Fixed Income, Tax, Global Custody, Asset Management, Investments, Management, Securities, Fund Administration
Education
Villanova University 1995 — 2000
MBA, Finance, Magna cum laude
Pennsylvania State University 1989 — 1993
B.S., Finance, Minor in Economics
BNY Mellon Asset Servicing 1993 - Present
Skills
Mutual Funds, Compliance, Financial Reporting, Accounting, Mutual Fund Taxation, Board of Directors..., Real Estate Development, Portfolio Management, Budgets, Fund Accounting, Fixed Income, Tax, Global Custody, Asset Management, Investments, Management, Securities, Fund Administration
Education
Villanova University 1995 — 2000
MBA, Finance, Magna cum laude
Pennsylvania State University 1989 — 1993
B.S., Finance, Minor in Economics
Jeff Rossi's BNY Mellon Asset Servicing Experience December 2005 - Present
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing December 2005 - Present
Wilmington Trust November 2004 - December 2005
PFPC February 1998 - November 2004
Skills
Transfer Agency, Mutual Funds, Financial Services, Process Improvement, Project Management, Back Office, Business Analysis, Relationship Management, Risk Management
Education
University of Delaware
Bachelor of Science (BS), Finance, General
BNY Mellon Asset Servicing December 2005 - Present
Wilmington Trust November 2004 - December 2005
PFPC February 1998 - November 2004
Skills
Transfer Agency, Mutual Funds, Financial Services, Process Improvement, Project Management, Back Office, Business Analysis, Relationship Management, Risk Management
Education
University of Delaware
Bachelor of Science (BS), Finance, General
Doug Gorr's BNY Mellon Asset Servicing Experience December 2010 - July 2012
Job Software QA Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
Lynette Turner's BNY Mellon Asset Servicing Experience August 1998 - Present
Job Managing Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer October 2014 - Present
BNY Mellon Asset Servicing August 1998 - Present
Skills
Alternative Investments, Fixed Income, Financial Services, Hedge Funds, Securities, Mutual Funds, Series 7, Asset Management
Education
Rockhurst University
MBA, marketing and economics
Expect Miracles Foundation - Financial Services Against Cancer October 2014 - Present
BNY Mellon Asset Servicing August 1998 - Present
Skills
Alternative Investments, Fixed Income, Financial Services, Hedge Funds, Securities, Mutual Funds, Series 7, Asset Management
Education
Rockhurst University
MBA, marketing and economics
Robert teDuits's BNY Mellon Asset Servicing Experience November 2013 - Present
Job Managing Director , Head of Sales U.S. Financial Institutions, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing November 2013 - Present
Dow Wealth Management April 2012 - October 2013
Independant Financial Services Consultant June 2008 - October 2013
Sovereign Investment Counsel- Washington D.C. April 2008 - April 2012
State Street November 2004 - November 2007
State Street Bank 2000 - 2007
Skills
Mutual Funds, Strategic Planning, Business Strategy, Product Development, New Business Development, Banking, Sales Management, Relationship Management, Investments, Asset Management, Strategy, Start-ups, Management, Equities, Due Diligence, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
Executive Certificate, Strategy and Innovation
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelors, Finance and Economics
BNY Mellon Asset Servicing November 2013 - Present
Dow Wealth Management April 2012 - October 2013
Independant Financial Services Consultant June 2008 - October 2013
Sovereign Investment Counsel- Washington D.C. April 2008 - April 2012
State Street November 2004 - November 2007
State Street Bank 2000 - 2007
Skills
Mutual Funds, Strategic Planning, Business Strategy, Product Development, New Business Development, Banking, Sales Management, Relationship Management, Investments, Asset Management, Strategy, Start-ups, Management, Equities, Due Diligence, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
Executive Certificate, Strategy and Innovation
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelors, Finance and Economics
Thomas Trainer, CPA's BNY Mellon Asset Servicing Experience June 2005 - Present
Job Vice President and Tax Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing June 2005 - Present
SEI 1992 - 2005
Nutrisystem 1991 - 1992
Reinsel & Company CPAs 1987 - 1991
Kreischer Miller CPAs December 1985 - 1987
Perdue Farms January 1983 - November 1985
Skills
Mutual Funds, Tax, Tax Accounting, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Strategic Financial..., Securities, Financial Statements, Financial Accounting, Finance, GAAP
Education
Bloomsburg University of Pennsylvania 1979 — 1982
B.S., Business Administration - Accounting
BNY Mellon Asset Servicing June 2005 - Present
SEI 1992 - 2005
Nutrisystem 1991 - 1992
Reinsel & Company CPAs 1987 - 1991
Kreischer Miller CPAs December 1985 - 1987
Perdue Farms January 1983 - November 1985
Skills
Mutual Funds, Tax, Tax Accounting, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Strategic Financial..., Securities, Financial Statements, Financial Accounting, Finance, GAAP
Education
Bloomsburg University of Pennsylvania 1979 — 1982
B.S., Business Administration - Accounting
Donal Walsh's BNY Mellon Asset Servicing Experience July 2007 - Present
Job Vice President, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2007 - Present
Wachovia Securities, LLC 2004 - 2007
USAA 1997 - 2004
National Investor Services Company 1995 - 1997
US Clearing 1991 - 1995
Skills
Financial Services, Mutual Funds, Risk Management, Securities, Business Analysis, Investments
Education
The University of Texas at San Antonio 2001 — 2004
MBA, Business Administration
Syracuse University 1985 — 1989
BA, Economics
BNY Mellon Asset Servicing July 2007 - Present
Wachovia Securities, LLC 2004 - 2007
USAA 1997 - 2004
National Investor Services Company 1995 - 1997
US Clearing 1991 - 1995
Skills
Financial Services, Mutual Funds, Risk Management, Securities, Business Analysis, Investments
Education
The University of Texas at San Antonio 2001 — 2004
MBA, Business Administration
Syracuse University 1985 — 1989
BA, Economics
Kristin Dieter's BNY Mellon Asset Servicing Experience 2006 - 2009
Job Sr. Implementation Manager at SunGard Protegent PTA
Industry Financial Services
Experience
SunGard Financial Systems 2009 - Present
BNY Mellon Asset Servicing 2006 - 2009
BNY Mellon Asset Servicing 2002 - 2006
BNY Mellon Asset Servicing 1998 - 2002
Chase Global Funds Services 1997 - 1998
Brown Brothers Harriman 1996 - 1997
Skills
Business Analysis, Financial Services, Project Management, Business Process, Management, Securities, Fixed Income, Equities, Mutual Funds, Process Improvement, Risk Management
Education
Mount Holyoke College 1991 — 1995
SunGard Financial Systems 2009 - Present
BNY Mellon Asset Servicing 2006 - 2009
BNY Mellon Asset Servicing 2002 - 2006
BNY Mellon Asset Servicing 1998 - 2002
Chase Global Funds Services 1997 - 1998
Brown Brothers Harriman 1996 - 1997
Skills
Business Analysis, Financial Services, Project Management, Business Process, Management, Securities, Fixed Income, Equities, Mutual Funds, Process Improvement, Risk Management
Education
Mount Holyoke College 1991 — 1995
Mario Monzo's BNY Mellon Asset Servicing Experience October 2006 - June 2011
Job Senior Manager of Marketing Intelligence and Analytics at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable February 2014 - Present
Comcast Cable January 2013 - January 2014
Entech Consulting June 2011 - December 2012
BNY Mellon Asset Servicing October 2006 - June 2011
PHH Mortgage July 2005 - October 2006
Popular Financial Holdings June 2003 - July 2005
Popular Financial Holdings September 2002 - May 2003
Skills
Financial Analysis, Risk Management, Financial Modeling, Financial Services, Forecasting, Analysis, Strategic Planning, Analytics, Finance, Business Development, Management, CRM, Data Analysis, Leadership, Strategy, Business Analysis, Process Improvement, Vendor Management, Sales, Banking, Budgets
Education
Rowan University 2006 — 2011
Master of Business Administration (M.B.A.), IT/Finance, 4.0
Rowan University 1998 — 2002
Bachelors of Science, Business Administration - MIS
Comcast Cable February 2014 - Present
Comcast Cable January 2013 - January 2014
Entech Consulting June 2011 - December 2012
BNY Mellon Asset Servicing October 2006 - June 2011
PHH Mortgage July 2005 - October 2006
Popular Financial Holdings June 2003 - July 2005
Popular Financial Holdings September 2002 - May 2003
Skills
Financial Analysis, Risk Management, Financial Modeling, Financial Services, Forecasting, Analysis, Strategic Planning, Analytics, Finance, Business Development, Management, CRM, Data Analysis, Leadership, Strategy, Business Analysis, Process Improvement, Vendor Management, Sales, Banking, Budgets
Education
Rowan University 2006 — 2011
Master of Business Administration (M.B.A.), IT/Finance, 4.0
Rowan University 1998 — 2002
Bachelors of Science, Business Administration - MIS
Bruce Simmons's BNY Mellon Asset Servicing Experience 2005 - 2007
Job Vice President Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Mel Kong's BNY Mellon Asset Servicing Experience October 2012 - Present
Job Vice President, Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing October 2012 - Present
Deutsche Asset Management April 2012 - October 2012
Robert Half Finance & Accounting September 2011 - January 2012
JPMorgan Asset Management July 2006 - July 2011
Legg Mason April 2005 - June 2006
JPM Asset Management April 2002 - March 2005
JPM Asset Management October 1997 - September 2001
BNY Mellon January 1994 - January 1997
Skills
Recruiting, Fund Administration, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Client Services, AML, Funding, Accounting, Bloomberg, Asset Management, Fixed Income, Institutional...
Education
Queens College 1989 — 1994
BNY Mellon Asset Servicing October 2012 - Present
Deutsche Asset Management April 2012 - October 2012
Robert Half Finance & Accounting September 2011 - January 2012
JPMorgan Asset Management July 2006 - July 2011
Legg Mason April 2005 - June 2006
JPM Asset Management April 2002 - March 2005
JPM Asset Management October 1997 - September 2001
BNY Mellon January 1994 - January 1997
Skills
Recruiting, Fund Administration, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Client Services, AML, Funding, Accounting, Bloomberg, Asset Management, Fixed Income, Institutional...
Education
Queens College 1989 — 1994
Susanne Kline's BNY Mellon Asset Servicing Experience 1999 - May 2011
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2011 - Present
BNY Mellon April 1999 - May 2011
BNY Mellon April 1999 - May 2011
BNY Mellon Asset Servicing 1999 - May 2011
BNY Mellon 1999 - 2007
Skills
Equities, Fund Accounting, Banking
Education
Robert Morris University 1991 — 1999
BS, Business Admin - Finance/Economics
BS Economics/Finance
Wilshire Associates May 2011 - Present
BNY Mellon April 1999 - May 2011
BNY Mellon April 1999 - May 2011
BNY Mellon Asset Servicing 1999 - May 2011
BNY Mellon 1999 - 2007
Skills
Equities, Fund Accounting, Banking
Education
Robert Morris University 1991 — 1999
BS, Business Admin - Finance/Economics
BS Economics/Finance
Brendan Salter's BNY Mellon Asset Servicing Experience November 1994 - Present
Job Client Services at BNY Mellon
Industry Printing
Experience
BNY Mellon Asset Servicing November 1994 - Present
Skills
Business Analysis, Account Management, Relationship Management, Process Improvement, Databases, Vendor Management, Customer Service, Strategic Planning, Management, Microsoft Office, Program Management, Salesforce.com, Team Leadership, CRM, Analysis, Project Management, Financial Services
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Arts (BA), Psychology
BNY Mellon Asset Servicing November 1994 - Present
Skills
Business Analysis, Account Management, Relationship Management, Process Improvement, Databases, Vendor Management, Customer Service, Strategic Planning, Management, Microsoft Office, Program Management, Salesforce.com, Team Leadership, CRM, Analysis, Project Management, Financial Services
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Arts (BA), Psychology
Christy (Barrett) LaPrade's BNY Mellon Asset Servicing Experience December 1998 - Present
Job Vice President, Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing December 1998 - Present
Brown Brothers Harriman 1994 - 1998
Skills
Derivatives, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds
Education
Boston College 1989 — 1992
BSBA, Accounting
BNY Mellon Asset Servicing December 1998 - Present
Brown Brothers Harriman 1994 - 1998
Skills
Derivatives, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds
Education
Boston College 1989 — 1992
BSBA, Accounting
Elizabeth A. Baulch's BNY Mellon Asset Servicing Experience 2009 - February 2012
Job Managing Director/Chief of Staff US Asset Servicing & Alternative Investment Services at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2012 - Present
BNY Mellon Asset Servicing 2009 - February 2012
The Bank of New York Mellon March 2008 - June 2009
BNY Mellon July 2006 - March 2008
The Bank of New York May 1997 - June 2006
The Bank of New York July 1992 - September 1993
Skills
Fixed Income, Financial Services, Derivatives, Investments, Project Management, Relationship Management, Corporate Actions, Bloomberg, Equities, Global Custody, Hedge Funds, Securities, Mutual Funds, Asset Management, Alternative Investments, Capital Markets, Leadership
Education
Fordham University 1988 — 1992
BA, Economics
BNY Mellon February 2012 - Present
BNY Mellon Asset Servicing 2009 - February 2012
The Bank of New York Mellon March 2008 - June 2009
BNY Mellon July 2006 - March 2008
The Bank of New York May 1997 - June 2006
The Bank of New York July 1992 - September 1993
Skills
Fixed Income, Financial Services, Derivatives, Investments, Project Management, Relationship Management, Corporate Actions, Bloomberg, Equities, Global Custody, Hedge Funds, Securities, Mutual Funds, Asset Management, Alternative Investments, Capital Markets, Leadership
Education
Fordham University 1988 — 1992
BA, Economics
Betina Bucciarelli's BNY Mellon Asset Servicing Experience 2000 - Present
Job System Integrator II at Bank of New York Mellon
Industry Financial Services
Experience
PNC Financial Services Group System Integrator IIBank of New York Mellon - Asset ServicingSoftware Integrator IPNC Global Investment Servicing2000 - Present
BNY Mellon Asset Servicing 2000 - Present
CDA Informatica 1995 - 2000
Skills
DB2, SDLC, COBOL, Business Analysis, SQL, Process Improvement, Mainframe, Vendor Management, Software Project..., Requirements Analysis, Integration, Software Development, Financial Services, CICS
Education
Harvard Extension School 2000 — 2007
Certificated in applied Sciences: Software engineering, Computer Software Engineering
Universidad Argentina de la Empresa 1986 — 1990
Bachelor Degree, Computer Science
PNC Financial Services Group System Integrator IIBank of New York Mellon - Asset ServicingSoftware Integrator IPNC Global Investment Servicing2000 - Present
BNY Mellon Asset Servicing 2000 - Present
CDA Informatica 1995 - 2000
Skills
DB2, SDLC, COBOL, Business Analysis, SQL, Process Improvement, Mainframe, Vendor Management, Software Project..., Requirements Analysis, Integration, Software Development, Financial Services, CICS
Education
Harvard Extension School 2000 — 2007
Certificated in applied Sciences: Software engineering, Computer Software Engineering
Universidad Argentina de la Empresa 1986 — 1990
Bachelor Degree, Computer Science
Fran Prina's BNY Mellon Asset Servicing Experience January 2007 - Present
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing January 2007 - Present
PFPC Inc. 2007 - 2010
AdvisorCentral LLC 2001 - 2006
American General Finance 1997 - 2002
North American Funds 1997 - 2002
Skills
Product Management, Mutual Funds, Asset Managment, Project Management, Asset Management, Banking, Project Planning, Business Analysis, Forecasting, Strategy, Vendor Management, Finance, Mergers & Acquisitions, Financial Analysis, Process Improvement, SDLC, Analysis, Securities, Business Process..., Risk Management, CRM, Business Development
Education
The College of New Jersey 1980 — 1984
BS, Finance
Manalapan High School 1978 — 1980
BNY Mellon Asset Servicing January 2007 - Present
PFPC Inc. 2007 - 2010
AdvisorCentral LLC 2001 - 2006
American General Finance 1997 - 2002
North American Funds 1997 - 2002
Skills
Product Management, Mutual Funds, Asset Managment, Project Management, Asset Management, Banking, Project Planning, Business Analysis, Forecasting, Strategy, Vendor Management, Finance, Mergers & Acquisitions, Financial Analysis, Process Improvement, SDLC, Analysis, Securities, Business Process..., Risk Management, CRM, Business Development
Education
The College of New Jersey 1980 — 1984
BS, Finance
Manalapan High School 1978 — 1980
David Scharff's BNY Mellon Asset Servicing Experience October 2007 - January 2014
Job Senior Consultant at Eagle Investment Systems
Industry Accounting
Experience
Eagle Investment Systems January 2014 - Present
BNY Mellon Asset Servicing October 2007 - January 2014
Delaware Investments March 1999 - October 2007
Towers Perrin July 1997 - February 1999
Skills
Mutual Funds, Accounting, Financial Services, Financial Reporting, Investments, Corporate Actions, Leadership, Back Office
Education
La Salle University 1993 — 1997
Business Administration, Finance, Business Management
Eagle Investment Systems January 2014 - Present
BNY Mellon Asset Servicing October 2007 - January 2014
Delaware Investments March 1999 - October 2007
Towers Perrin July 1997 - February 1999
Skills
Mutual Funds, Accounting, Financial Services, Financial Reporting, Investments, Corporate Actions, Leadership, Back Office
Education
La Salle University 1993 — 1997
Business Administration, Finance, Business Management
Tom St. Jean's BNY Mellon Asset Servicing Experience 2005 - 2014
Job Senior Operations and Client Services Professional
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
BNY Mellon Asset Servicing 2005 - 2014
The Boston Company Asset Management 1998 - 2003
Mellon Financial 1995 - 1998
Mellon Financial 1988 - 1995
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Corporate Actions, Portfolio Management, Hedge Funds, Alternative Investments, Relationship Management, Asset Managment, Investments, Risk Management, Derivatives, Transfer Agency, Process Improvement, settlement, DTC, Global Custody, Vendor Management, Back Office, NSCC, Asset Management, Settlement
Education
Clark University
Master of Business Administration, Finance
College of the Holy Cross 1983 — 1987
Bachelor of Arts, Economics
Fidelity Investments 2015 - Present
BNY Mellon Asset Servicing 2005 - 2014
The Boston Company Asset Management 1998 - 2003
Mellon Financial 1995 - 1998
Mellon Financial 1988 - 1995
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Corporate Actions, Portfolio Management, Hedge Funds, Alternative Investments, Relationship Management, Asset Managment, Investments, Risk Management, Derivatives, Transfer Agency, Process Improvement, settlement, DTC, Global Custody, Vendor Management, Back Office, NSCC, Asset Management, Settlement
Education
Clark University
Master of Business Administration, Finance
College of the Holy Cross 1983 — 1987
Bachelor of Arts, Economics
Frank Obara's BNY Mellon Asset Servicing Experience 2007 - Present
Job Business Systems Analyst at BNY Mellon Asset Servicing
Industry Information Technology and Services
Experience
BNY Mellon Asset Servicing 2007 - Present
PNC Global Investment Servicing October 2007 - Present
AIG American General 2006 - 2007
First Data Corporation 2006 - 2006
Union Park Automotive 1997 - 1998
Skills
Microsoft Office, Data Warehousing, Business Analysis, Data Management, Crystal Reports, Business Objects, Databases, SQL, Business Requirements, Troubleshooting, Requirements Gathering, System Testing, Mutual Funds, Access, User Acceptance Testing, Requirements Analysis, Software Documentation, Systems Analysis, Financial Services, Business Intelligence, Testing, SDLC, Visio, SharePoint, Quality Assurance
Education
University of Delaware 1991 — 2011
Bachelor of Arts, History
Salesianum 1986 — 1990
High School Diploma, Academics / College prep
BNY Mellon Asset Servicing 2007 - Present
PNC Global Investment Servicing October 2007 - Present
AIG American General 2006 - 2007
First Data Corporation 2006 - 2006
Union Park Automotive 1997 - 1998
Skills
Microsoft Office, Data Warehousing, Business Analysis, Data Management, Crystal Reports, Business Objects, Databases, SQL, Business Requirements, Troubleshooting, Requirements Gathering, System Testing, Mutual Funds, Access, User Acceptance Testing, Requirements Analysis, Software Documentation, Systems Analysis, Financial Services, Business Intelligence, Testing, SDLC, Visio, SharePoint, Quality Assurance
Education
University of Delaware 1991 — 2011
Bachelor of Arts, History
Salesianum 1986 — 1990
High School Diploma, Academics / College prep
Lisette Tarragano's BNY Mellon Asset Servicing Experience May 2005 - Present
Job VP at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing May 2005 - Present
HHOA 2006 - 2012
PNC Global Investment Servicing 2005 - 2010
Skills
Securities, Risk Management, Asset Management, AML, Compliance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
JD
Fairleigh Dickinson University 1975 — 1979
BS
BNY Mellon Asset Servicing May 2005 - Present
HHOA 2006 - 2012
PNC Global Investment Servicing 2005 - 2010
Skills
Securities, Risk Management, Asset Management, AML, Compliance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
JD
Fairleigh Dickinson University 1975 — 1979
BS
Dominic Crowe's BNY Mellon Asset Servicing Experience November 2009 - Present
Job Global Head of Client Service Delivery for Structured Products at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2014 - Present
BNY Mellon Asset Servicing November 2009 - Present
Bank of New York Mellon July 2011 - February 2014
BNY Mellon October 2008 - October 2009
Bankers Trust Company January 2007 - October 2008
The Bank of New York December 2003 - January 2007
Skills
Experienced Securities...
Education
Merrimack College 1984 — 1987
Business, Finance and Management
CFP
Certified Financial Planner
BNY Mellon February 2014 - Present
BNY Mellon Asset Servicing November 2009 - Present
Bank of New York Mellon July 2011 - February 2014
BNY Mellon October 2008 - October 2009
Bankers Trust Company January 2007 - October 2008
The Bank of New York December 2003 - January 2007
Skills
Experienced Securities...
Education
Merrimack College 1984 — 1987
Business, Finance and Management
CFP
Certified Financial Planner
Maria DiMare's BNY Mellon Asset Servicing Experience 2005 - 2009
Job Senior Trust Accountant at Northeast Retirement Services
Industry Financial Services
Experience
Northeast Retirement Services 2011 - Present
Tufts University 2009 - 2010
BNY Mellon Asset Servicing 2005 - 2009
Putnam Investments 2003 - 2005
Putnam Investments 1998 - 2003
Skills
Microsoft Office, Accounting, Investments
Education
Tufts University
Bachelor of Science, Mathematics
Northeast Retirement Services 2011 - Present
Tufts University 2009 - 2010
BNY Mellon Asset Servicing 2005 - 2009
Putnam Investments 2003 - 2005
Putnam Investments 1998 - 2003
Skills
Microsoft Office, Accounting, Investments
Education
Tufts University
Bachelor of Science, Mathematics
Martha E. Fox's BNY Mellon Asset Servicing Experience July 2010 - Present
Job at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing September 2004 - April 2011
Columbia Management Group 2001 - 2004
Bank of America (Nations Bank, Fleet Financial Group) 1993 - 2004
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Finance
Northeastern University 1974 — 1979
BA, Political Science/Public Administration
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing September 2004 - April 2011
Columbia Management Group 2001 - 2004
Bank of America (Nations Bank, Fleet Financial Group) 1993 - 2004
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Finance
Northeastern University 1974 — 1979
BA, Political Science/Public Administration
Shawn Rowe's BNY Mellon Asset Servicing Experience March 2010 - March 2012
Job Supervisor at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
Antonio Garcia-Meitin Jr's BNY Mellon Asset Servicing Experience 2006 - 2009
Job Director Business Unit Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Fidelity Investments 2012 - 2013
Independent Consultant 2009 - 2012
BNY Mellon Asset Servicing 2006 - 2009
Mellon Institutional Asset Management 2000 - 2006
Mellon Institutional Asset Management 1998 - 2000
The Boston Company Asset Management 1996 - 1998
Massachusetts Industrial Finance Agency 1994 - 1996
Skills
Mergers, Strategic Planning, Divestitures, Joint Ventures, Due Diligence, Business Strategy, Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Business Planning, Valuation, Restructuring, Corporate Finance, Negotiation, Financial Management, Financial Analysis, Asset Management, Financial Planning, Strategy Development, DCF, Management Consulting, Business Valuation, Acquisition Integration, Corporate Development, Competitive Analysis, New Business Development, Business Transformation, Business Management, Project Finance, Strategic Consulting, Acquisition Screening, Comparable Analysis, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
Bentley University
BS Accountancy
TIAA-CREF 2013 - Present
Fidelity Investments 2012 - 2013
Independent Consultant 2009 - 2012
BNY Mellon Asset Servicing 2006 - 2009
Mellon Institutional Asset Management 2000 - 2006
Mellon Institutional Asset Management 1998 - 2000
The Boston Company Asset Management 1996 - 1998
Massachusetts Industrial Finance Agency 1994 - 1996
Skills
Mergers, Strategic Planning, Divestitures, Joint Ventures, Due Diligence, Business Strategy, Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Business Planning, Valuation, Restructuring, Corporate Finance, Negotiation, Financial Management, Financial Analysis, Asset Management, Financial Planning, Strategy Development, DCF, Management Consulting, Business Valuation, Acquisition Integration, Corporate Development, Competitive Analysis, New Business Development, Business Transformation, Business Management, Project Finance, Strategic Consulting, Acquisition Screening, Comparable Analysis, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
Bentley University
BS Accountancy
Cheryl Morley's BNY Mellon Asset Servicing Experience October 2009 - Present
Job Project Manager, New Business Installations at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing October 2009 - Present
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing June 2001 - January 2010
Edward Jones August 1988 - June 2001
First Nationwide Bank August 1984 - May 1988
Skills
Business Analysis, Process Improvement, Mutual Funds, Risk Management, Financial Services, SDLC, Project Management, Banking, Financial Analysis, Series 7, Program Management, Change Management, Visio, Requirements Analysis, Team Leadership, Quality Assurance, Technical Writing, Back Office, Relationship Management, Leadership, Requirements Gathering, Business Requirements, Securities
Education
McKendree University 1976 — 1980
BBA, Accounting and Marketing
BNY Mellon Asset Servicing October 2009 - Present
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing June 2001 - January 2010
Edward Jones August 1988 - June 2001
First Nationwide Bank August 1984 - May 1988
Skills
Business Analysis, Process Improvement, Mutual Funds, Risk Management, Financial Services, SDLC, Project Management, Banking, Financial Analysis, Series 7, Program Management, Change Management, Visio, Requirements Analysis, Team Leadership, Quality Assurance, Technical Writing, Back Office, Relationship Management, Leadership, Requirements Gathering, Business Requirements, Securities
Education
McKendree University 1976 — 1980
BBA, Accounting and Marketing
Lori Roeller's BNY Mellon Asset Servicing Experience March 2000 - Present
Job Vice President, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2000 - Present
American Express Asset Management Group 1997 - 2000
American Express Financial Advisors 1990 - 1997
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
Concordia College 1985 — 1989
BA, Business Administration, French, Communications
BNY Mellon Asset Servicing March 2000 - Present
American Express Asset Management Group 1997 - 2000
American Express Financial Advisors 1990 - 1997
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
Concordia College 1985 — 1989
BA, Business Administration, French, Communications
Lisa Grosswirth's BNY Mellon Asset Servicing Experience December 2004 - Present
Job Vice President at BNY Mellon
Industry Legal Services
Experience
BNY Mellon Asset Servicing December 2004 - Present
Credit Suisse Asset Management June 2004 - December 2004
The Dreyfus Corporation July 1998 - June 2004
SunAmerica Asset Management Corp. May 1997 - July 1998
Van Eck Global July 1996 - May 1997
Smith Barney Mutual Funds Management, Inc. November 1994 - June 1996
Smeets, Thesseling & Van Bokhorst October 1991 - October 1994
Skills
Funding, Compliance, Series 7, Product Management, Equities, Mutual Funds, 1940 Act, ETFs, Hedge Funds, SEC reporting, Fund Of Funds, Investments, SEC, Securities, SEC filings, Portfolio Management, Securities Regulation
Education
Long Island University, C.W. Post Campus
Paralegal Certificate, Generalist
University of Miami - School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
BNY Mellon Asset Servicing December 2004 - Present
Credit Suisse Asset Management June 2004 - December 2004
The Dreyfus Corporation July 1998 - June 2004
SunAmerica Asset Management Corp. May 1997 - July 1998
Van Eck Global July 1996 - May 1997
Smith Barney Mutual Funds Management, Inc. November 1994 - June 1996
Smeets, Thesseling & Van Bokhorst October 1991 - October 1994
Skills
Funding, Compliance, Series 7, Product Management, Equities, Mutual Funds, 1940 Act, ETFs, Hedge Funds, SEC reporting, Fund Of Funds, Investments, SEC, Securities, SEC filings, Portfolio Management, Securities Regulation
Education
Long Island University, C.W. Post Campus
Paralegal Certificate, Generalist
University of Miami - School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Barbara Deckard's BNY Mellon Asset Servicing Experience July 2010 - Present
Job at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
BNY Mellon 2010 - Present
PNC Financial Services Group April 1992 - July 2010
PNC Global Investment Servicing April 1992 - July 2010
Education
La Salle University
BS, Finance
BNY Mellon Asset Servicing July 2010 - Present
BNY Mellon 2010 - Present
PNC Financial Services Group April 1992 - July 2010
PNC Global Investment Servicing April 1992 - July 2010
Education
La Salle University
BS, Finance
Maria Mulloy's BNY Mellon Asset Servicing Experience March 1998 - Present
Job Senior Manager of Compliance at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 1998 - Present
Education
Colby Sawyer College 1982 — 1988
BS, Business Administration
BNY Mellon Asset Servicing March 1998 - Present
Education
Colby Sawyer College 1982 — 1988
BS, Business Administration
Randall Lambert's BNY Mellon Asset Servicing Experience 2004 - Present
Job Sr. Tax Unit Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing 2004 - Present
DuPont 2002 - 2004
Vanguard 2000 - 2002
PwC 1997 - 2000
Master, Sidlow & Assoiates, P. A. 1994 - 1997
Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, CPA, Tax Preparation
Education
Widener University 2000 — 2003
M.S., Taxation
University of Delaware 1989 — 1994
B.S., Accounting
BNY Mellon Asset Servicing 2004 - Present
DuPont 2002 - 2004
Vanguard 2000 - 2002
PwC 1997 - 2000
Master, Sidlow & Assoiates, P. A. 1994 - 1997
Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, CPA, Tax Preparation
Education
Widener University 2000 — 2003
M.S., Taxation
University of Delaware 1989 — 1994
B.S., Accounting
Lorraine Holowka's BNY Mellon Asset Servicing Experience November 2004 - August 2010
Job AIS Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon November 2004 - January 2013
BNY Mellon Asset Servicing November 2004 - August 2010
PNC Global Investment Servicing 2004 - 2009
PFPC 2004 - 2009
Commodities Corporation 1999 - 2004
Goldman Sachs Hedge Fund Strategies Group 1999 - 2004
New York Stock Exchange 1987 - 1999
Education
Manhattan College 1985 — 1987
BS, Finance
BNY Mellon January 2013 - Present
BNY Mellon November 2004 - January 2013
BNY Mellon Asset Servicing November 2004 - August 2010
PNC Global Investment Servicing 2004 - 2009
PFPC 2004 - 2009
Commodities Corporation 1999 - 2004
Goldman Sachs Hedge Fund Strategies Group 1999 - 2004
New York Stock Exchange 1987 - 1999
Education
Manhattan College 1985 — 1987
BS, Finance
Bill Drourr's BNY Mellon Asset Servicing Experience 1991 - Present
Job VicePresident at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing 1991 - Present
Education
Baruch College, City University of New York (CUNY)
BNY Mellon Asset Servicing 1991 - Present
Education
Baruch College, City University of New York (CUNY)
Richard D'Alto's BNY Mellon Asset Servicing Experience January 2008 - Present
Job Call Center Specialist, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing January 2008 - Present
BOSTON FINANCIAL (BFDS) February 1994 - June 2001
Education
Boston Latin School 1968 — 1973
Yes, Liberal Arts
BNY Mellon Asset Servicing January 2008 - Present
BOSTON FINANCIAL (BFDS) February 1994 - June 2001
Education
Boston Latin School 1968 — 1973
Yes, Liberal Arts
Carl Mohrman's BNY Mellon Asset Servicing Experience June 1997 - Present
Job Vice President/Data Warehouse Manager, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing June 1997 - Present
CTA INCORPORATED November 1991 - June 1997
MARTIN MARIETTA, ATS Division September 1985 - July 1989
FAIRCHILD WESTON SYSTEMS, INC January 1984 - September 1985
WESTINGHOUSE D&ESC January 1982 - January 1984
AUTOMATION INDUSTRIES, VITRO LABS August 1980 - January 1982
Skills
Securities Lending, Mutual Funds, Integration, Financial Services, Credit Derivatives, Global Custody, Governance, Clarity, SEC filings, Fund Accounting, Data Warehousing, SharePoint, Securities, Hedge Funds, Corporate Actions, Asset Management, Business Analysis, SDLC, Bloomberg, Equities, Financial Analysis, Fixed Income
Education
Binghamton University 1977 — 1980
BS, Mathematics with Computer Science specialization
BNY Mellon Asset Servicing June 1997 - Present
CTA INCORPORATED November 1991 - June 1997
MARTIN MARIETTA, ATS Division September 1985 - July 1989
FAIRCHILD WESTON SYSTEMS, INC January 1984 - September 1985
WESTINGHOUSE D&ESC January 1982 - January 1984
AUTOMATION INDUSTRIES, VITRO LABS August 1980 - January 1982
Skills
Securities Lending, Mutual Funds, Integration, Financial Services, Credit Derivatives, Global Custody, Governance, Clarity, SEC filings, Fund Accounting, Data Warehousing, SharePoint, Securities, Hedge Funds, Corporate Actions, Asset Management, Business Analysis, SDLC, Bloomberg, Equities, Financial Analysis, Fixed Income
Education
Binghamton University 1977 — 1980
BS, Mathematics with Computer Science specialization
Nilesh Pathak's BNY Mellon Asset Servicing Experience February 2006 - Present
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing February 2006 - Present
Delaware Investments, a member of the Macquarie Group September 2004 - February 2006
PFPC Inc. (PNC Global Investment Servicing) 1994 - 2004
Skills
Tax, Fund Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Project Management, Internal Controls, CPA, Corporate Tax, Financial Services, GAAP, SEC filings, Auditing, Financial Planning, SEC Filings, Mutual Funds, Finance
Education
The Institute of Chartered Accountants of India
Chartered Accountant
BNY Mellon Asset Servicing February 2006 - Present
Delaware Investments, a member of the Macquarie Group September 2004 - February 2006
PFPC Inc. (PNC Global Investment Servicing) 1994 - 2004
Skills
Tax, Fund Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Project Management, Internal Controls, CPA, Corporate Tax, Financial Services, GAAP, SEC filings, Auditing, Financial Planning, SEC Filings, Mutual Funds, Finance
Education
The Institute of Chartered Accountants of India
Chartered Accountant
Sanchari Mitra's BNY Mellon Asset Servicing Experience September 2011 - Present
Job Senior Financial Reporting Specialist at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing September 2011 - Present
PNC Global Investment Servicing Inc. November 2007 - September 2011
Education
AIMA CME 2002 — 2004
Post Graduate Diploma in Management, Finance
Bharatia Vidya Bhavan
High School
Harvard University Extension School
Finance
University of Calcutta
Bachelor of Commerce (B.Com.), Accounting and Finance
BNY Mellon Asset Servicing September 2011 - Present
PNC Global Investment Servicing Inc. November 2007 - September 2011
Education
AIMA CME 2002 — 2004
Post Graduate Diploma in Management, Finance
Bharatia Vidya Bhavan
High School
Harvard University Extension School
Finance
University of Calcutta
Bachelor of Commerce (B.Com.), Accounting and Finance
Raisha Threadgill's BNY Mellon Asset Servicing Experience November 2006 - December 2013
Job Data Processor at Drexel University
Industry Higher Education
Experience
Drexel University October 2014 - Present
Gap Inc./Gap November 2001 - Present
BNY Mellon Asset Servicing November 2006 - December 2013
Education
Temple University 2002 — 2006
Bachelors, Information Science and Technology
Community College of Philadelphia
Information Science and Technology/LAN Administration
Drexel University October 2014 - Present
Gap Inc./Gap November 2001 - Present
BNY Mellon Asset Servicing November 2006 - December 2013
Education
Temple University 2002 — 2006
Bachelors, Information Science and Technology
Community College of Philadelphia
Information Science and Technology/LAN Administration
Daniel Feit's BNY Mellon Asset Servicing Experience December 2006 - August 2013
Job Mutual Fund Accounting Business Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
Dan DeSantis's BNY Mellon Asset Servicing Experience June 2008 - March 2014
Job Project Manager at Bayer MaterialScience
Industry Chemicals
Experience
Bayer MaterialScience June 2015 - Present
Allegheny Health Network March 2014 - June 2015
BNY Mellon Asset Servicing June 2008 - March 2014
Skills
Process Improvement, Financial Modeling, Sales, Relationship Management, Project Coordination, Risk Management, Client Presentation, Analysis, Financial Analysis, Business Analysis, Six Sigma, Management Consulting, Financial Services, Project Management, Lean Process Improvement, Operational Improvement, Hospital Operations, Facilities Management, Revenue Cycle, Supply Chain
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
The Ohio State University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bayer MaterialScience June 2015 - Present
Allegheny Health Network March 2014 - June 2015
BNY Mellon Asset Servicing June 2008 - March 2014
Skills
Process Improvement, Financial Modeling, Sales, Relationship Management, Project Coordination, Risk Management, Client Presentation, Analysis, Financial Analysis, Business Analysis, Six Sigma, Management Consulting, Financial Services, Project Management, Lean Process Improvement, Operational Improvement, Hospital Operations, Facilities Management, Revenue Cycle, Supply Chain
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
The Ohio State University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bradley Harkins's BNY Mellon Asset Servicing Experience April 2010 - August 2012
Job Senior Regulatory Reporting Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services August 2012 - Present
BNY Mellon Asset Servicing April 2010 - August 2012
Prudential Financial October 2009 - April 2010
Rosenzweig & Associates Wealth Management Group May 2009 - October 2009
Skills
Investments, Mutual Funds, Due Diligence, Finance, Process Improvement, CRM, Management, Portfolio Management, Financial Services, Securities, Financial Statements, Hedge Funds, Leadership
Education
Penn State University 2006 — 2009
BS, Financial Services
Malvern Preparatory School
The Pennsylvania State UniversityAugust 2009
Bachelor of Science, Business - Financial Services Option
Citco Fund Services August 2012 - Present
BNY Mellon Asset Servicing April 2010 - August 2012
Prudential Financial October 2009 - April 2010
Rosenzweig & Associates Wealth Management Group May 2009 - October 2009
Skills
Investments, Mutual Funds, Due Diligence, Finance, Process Improvement, CRM, Management, Portfolio Management, Financial Services, Securities, Financial Statements, Hedge Funds, Leadership
Education
Penn State University 2006 — 2009
BS, Financial Services
Malvern Preparatory School
The Pennsylvania State UniversityAugust 2009
Bachelor of Science, Business - Financial Services Option
Scott Cassario's BNY Mellon Asset Servicing Experience March 1998 - September 2011
Job Accountant
Industry Investment Banking
Experience
BNY Mellon Asset Servicing March 1998 - September 2011
PNC Bank January 1996 - March 1998
PNC Bank January 1992 - January 1996
PNC Bank January 1989 - January 1992
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Account Reconciliation, Journal Entries, Performance Reporting, Financial Analysis, Securities Lending, Fund Accounting, Revenue Analysis, Compliance, Accounting, Time Management, Financial Reporting, Fixed Income, Accounts Payable, PeopleSoft, Back Office, Equities, Investments, Accounts Receivable, Accruals
Education
Rider University 1984 — 1988
Bachelor's degree, Business Administration
BNY Mellon Asset Servicing March 1998 - September 2011
PNC Bank January 1996 - March 1998
PNC Bank January 1992 - January 1996
PNC Bank January 1989 - January 1992
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Account Reconciliation, Journal Entries, Performance Reporting, Financial Analysis, Securities Lending, Fund Accounting, Revenue Analysis, Compliance, Accounting, Time Management, Financial Reporting, Fixed Income, Accounts Payable, PeopleSoft, Back Office, Equities, Investments, Accounts Receivable, Accruals
Education
Rider University 1984 — 1988
Bachelor's degree, Business Administration
Gregory Goudy's BNY Mellon Asset Servicing Experience November 2010 - July 2012
Job Repo Margin Analyst at Barclays Investment Bank
Industry Restaurants
Experience
Barclays Investment Bank June 2013 - Present
JPMorgan Chase 2012 - June 2013
PIZZA BY ELIZABETHS January 2009 - June 2013
BNY Mellon Asset Servicing November 2010 - July 2012
DEER PARK January 2001 - January 2009
Skills
Customer Service, Budgeting, Customer Satisfaction, Customer Relations, Quality Control, Risk Management, Team Leadership, Strategic Planning, Loans, Budgets, Process Improvement, Training, Sales
Education
Goldey Beacom College 2006 — 2009
BS, Business Administration; International Business
Salem Community College 2001 — 2003
AS, Scientific Glass Technology
Christiana High School
Barclays Investment Bank June 2013 - Present
JPMorgan Chase 2012 - June 2013
PIZZA BY ELIZABETHS January 2009 - June 2013
BNY Mellon Asset Servicing November 2010 - July 2012
DEER PARK January 2001 - January 2009
Skills
Customer Service, Budgeting, Customer Satisfaction, Customer Relations, Quality Control, Risk Management, Team Leadership, Strategic Planning, Loans, Budgets, Process Improvement, Training, Sales
Education
Goldey Beacom College 2006 — 2009
BS, Business Administration; International Business
Salem Community College 2001 — 2003
AS, Scientific Glass Technology
Christiana High School
Kyle Burton's BNY Mellon Asset Servicing Experience August 2014 - Present
Job Client Treasury Specialist II at BNY Mellon
Industry Accounting
Experience
BNY Mellon Asset Servicing August 2014 - Present
Skills
Finance, Management, Financial Reporting, Financial Analysis, Accounting, Brazilian Jiu-Jitsu, Financial Statements, Boxing, Strategic Planning, Managerial Finance, Entrepreneurship, Wrestling, Muay Thai, Sarbanes-Oxley Act, Financial Modeling, Investments, Auditing, Corporate Finance, Financial Planning, MMA, Internal Controls, Internal Audit, Analysis, Budgets, Due Diligence, Treasury Management, Microsoft Excel, Cash Management, Financial Services, Cash Flow, Financial Risk, Business Analysis, Project Management, Business Intelligence, Mergers & Acquisitions, Fund Accounting, Fund Of Funds, Budget Forecasts, Budget Management, Journal Entries, General Ledger, Cost Accounting, Pricing Analysis, Variance Analysis, Strategic Financial..., Treasury, Consolidation, Mergers, US GAAP, GAAP
Education
Villanova University 2012 — 2016
Master's Degree, Accountancy
King's College 2000 — 2004
Bachelor of Arts (B.A.), Criminal Justice
BNY Mellon Asset Servicing August 2014 - Present
Skills
Finance, Management, Financial Reporting, Financial Analysis, Accounting, Brazilian Jiu-Jitsu, Financial Statements, Boxing, Strategic Planning, Managerial Finance, Entrepreneurship, Wrestling, Muay Thai, Sarbanes-Oxley Act, Financial Modeling, Investments, Auditing, Corporate Finance, Financial Planning, MMA, Internal Controls, Internal Audit, Analysis, Budgets, Due Diligence, Treasury Management, Microsoft Excel, Cash Management, Financial Services, Cash Flow, Financial Risk, Business Analysis, Project Management, Business Intelligence, Mergers & Acquisitions, Fund Accounting, Fund Of Funds, Budget Forecasts, Budget Management, Journal Entries, General Ledger, Cost Accounting, Pricing Analysis, Variance Analysis, Strategic Financial..., Treasury, Consolidation, Mergers, US GAAP, GAAP
Education
Villanova University 2012 — 2016
Master's Degree, Accountancy
King's College 2000 — 2004
Bachelor of Arts (B.A.), Criminal Justice
Tomás Llanos's BNY Mellon Asset Servicing Experience 2009 - 2011
Job Global Corporate Actions Specialist at BNY Mellon Asset Servicing
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
BNY Mellon Asset Servicing 2009 - 2011
PNC Global Investments Servicing 2008 - 2009
PFPC Worldwide Inc. / PNC Financial Services Group, Inc. 2005 - 2008
PNC Advisors 2000 - 2005
PNC 1996 - 2000
Skills
Securities, Corporate Actions, Global Plus, XSP, DTC, Reconcilement, Telekurs, Bloomberg Terminal, Settlement, Euroclear, SWIFT messaging, Data Entry, Back Office, Hedge Funds, Cash Management, Equities, Global Custody, Fund Accounting, Lotus Notes, Bloomberg, Financial Services, Fixed Income, Asset Management, Banking, Financial Markets, Financial Risk, Mutual Funds
Education
Temple University 1991 — 1994
Architecture focus / Civil and Construction Engineering Technology
The Craft Institute 1992 — 1992
Hotel and Resort Operations Management
Spring Garden College 1989 — 1990
Architecture
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
BNY Mellon Asset Servicing 2009 - 2011
PNC Global Investments Servicing 2008 - 2009
PFPC Worldwide Inc. / PNC Financial Services Group, Inc. 2005 - 2008
PNC Advisors 2000 - 2005
PNC 1996 - 2000
Skills
Securities, Corporate Actions, Global Plus, XSP, DTC, Reconcilement, Telekurs, Bloomberg Terminal, Settlement, Euroclear, SWIFT messaging, Data Entry, Back Office, Hedge Funds, Cash Management, Equities, Global Custody, Fund Accounting, Lotus Notes, Bloomberg, Financial Services, Fixed Income, Asset Management, Banking, Financial Markets, Financial Risk, Mutual Funds
Education
Temple University 1991 — 1994
Architecture focus / Civil and Construction Engineering Technology
The Craft Institute 1992 — 1992
Hotel and Resort Operations Management
Spring Garden College 1989 — 1990
Architecture
Andrea Toupin's BNY Mellon Asset Servicing Experience June 2002 - December 2010
Job Customer Service
Industry Research
Experience
Fishman Corporation October 2012 - April 2014
BNY Mellon Asset Servicing June 2002 - December 2010
Skills
Microsoft Excel, Microsoft Word, Internet, Image Processing, Goldmine, FileMaker, Lotus, Outlook, Customer Service, Office Administration
Education
Fisher College 1984 — 1986
Associates
Fishman Corporation October 2012 - April 2014
BNY Mellon Asset Servicing June 2002 - December 2010
Skills
Microsoft Excel, Microsoft Word, Internet, Image Processing, Goldmine, FileMaker, Lotus, Outlook, Customer Service, Office Administration
Education
Fisher College 1984 — 1986
Associates
Diane Drake's BNY Mellon Asset Servicing Experience September 2003 - Present
Job Managing Director & Senior Counsel at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing September 2003 - Present
Turner Investment Partners 2001 - 2003
Stradley Ronon 1998 - 2001
Education
Lafayette College 1986 — 1989
A.B., Government & Law
Villanova University
M.A., Political Science
BNY Mellon Asset Servicing September 2003 - Present
Turner Investment Partners 2001 - 2003
Stradley Ronon 1998 - 2001
Education
Lafayette College 1986 — 1989
A.B., Government & Law
Villanova University
M.A., Political Science
Diane Allsworth's BNY Mellon Asset Servicing Experience January 2008 - Present
Job Sr. Tax Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing January 2008 - Present
Federated Investors June 1992 - December 2007
DG Sisterson January 1987 - May 1992
Skills
High Net Worth..., Hedge Funds, Tax, International Tax, Accounting
Education
Miami University
Bachelor of Science (BS), Accounting
BNY Mellon Asset Servicing January 2008 - Present
Federated Investors June 1992 - December 2007
DG Sisterson January 1987 - May 1992
Skills
High Net Worth..., Hedge Funds, Tax, International Tax, Accounting
Education
Miami University
Bachelor of Science (BS), Accounting
Jack Jafolla's BNY Mellon Asset Servicing Experience December 2005 - Present
Job VP and Senior Manager of NAV Operations at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing December 2005 - Present
Skills
Mutual Funds, Fixed Income, Asset Managment, Wealth Management, ETFs, Financial Analysis, Investments, Asset Allocation, Equities, Financial Services, Securities, Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Management
Education
St. Joseph's University 1990 — 1992
Bachelor of Science, Accounting
Widener University 1988 — 1990
BNY Mellon Asset Servicing December 2005 - Present
Skills
Mutual Funds, Fixed Income, Asset Managment, Wealth Management, ETFs, Financial Analysis, Investments, Asset Allocation, Equities, Financial Services, Securities, Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Management
Education
St. Joseph's University 1990 — 1992
Bachelor of Science, Accounting
Widener University 1988 — 1990
Paul Binegar's BNY Mellon Asset Servicing Experience
Job Business Analyst Consultant II at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing
Education
Providence College 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Finance, General
BNY Mellon Asset Servicing
Education
Providence College 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Finance, General
Christopher Arnone's BNY Mellon Asset Servicing Experience
Job Director Fund Accounting and Administration at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Financial Analysis, Equities, Fixed Income, Securities, Corporate Actions, Derivatives, Global Custody, Transfer Agency, Financial Reporting
Education
Neumann College 1992 — 1996
Bachelor of Science (B.S.), Accounting
BNY Mellon Asset Servicing
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Financial Analysis, Equities, Fixed Income, Securities, Corporate Actions, Derivatives, Global Custody, Transfer Agency, Financial Reporting
Education
Neumann College 1992 — 1996
Bachelor of Science (B.S.), Accounting
Arlene Lonergan's BNY Mellon Asset Servicing Experience October 1997 - Present
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing October 1997 - Present
First Data Corporation October 1997 - July 2005
The Boston Company June 1986 - April 1994
Skills
Mutual Funds, Securities, Hedge Funds, Financial Modeling, Financial Services, Financial Analysis, Risk Management, ETFs, Process Improvement, Strategic Planning, Corporate Governance, Analysis
Education
Boston College 1982 — 1986
Bachelor of Science (B.S.), Finance
Boston College 1982 — 1986
Bachelor of Science (B.S.), Finance, General
BNY Mellon Asset Servicing October 1997 - Present
First Data Corporation October 1997 - July 2005
The Boston Company June 1986 - April 1994
Skills
Mutual Funds, Securities, Hedge Funds, Financial Modeling, Financial Services, Financial Analysis, Risk Management, ETFs, Process Improvement, Strategic Planning, Corporate Governance, Analysis
Education
Boston College 1982 — 1986
Bachelor of Science (B.S.), Finance
Boston College 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Josephine Sencherey's BNY Mellon Asset Servicing Experience July 2007 - Present
Job Investment accounting supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2007 - Present
BNY Mellon Asset Servicing July 2007 - Present
Chaveran Inc February 2011 - January 2012
Bonview Mortgage Corp May 2005 - May 2007
Advance Staffing-HSBC Bank November 2005 - January 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Financial Modeling, Account Reconciliation, Bloomberg, Mutual Funds, Risk Management, Equities, Fixed Income, Financial Services
Education
Delaware State University 2004 — 2007
B.Sc. Management, Economics
BNY Mellon July 2007 - Present
BNY Mellon Asset Servicing July 2007 - Present
Chaveran Inc February 2011 - January 2012
Bonview Mortgage Corp May 2005 - May 2007
Advance Staffing-HSBC Bank November 2005 - January 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Financial Modeling, Account Reconciliation, Bloomberg, Mutual Funds, Risk Management, Equities, Fixed Income, Financial Services
Education
Delaware State University 2004 — 2007
B.Sc. Management, Economics
Marc Kauffman's BNY Mellon Asset Servicing Experience February 2007 - January 2013
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon Asset Servicing February 2007 - January 2013
BNY Mellon Asset Servicing May 1997 - February 2007
Vanguard June 1996 - April 1997
Frankford Bank April 1995 - June 1996
Education
Temple University 1989 — 1993
Bachelor of Business Administration (BBA), Marketing & Real Estate, 3.28/4.0
BNY Mellon Asset Servicing February 2007 - January 2013
BNY Mellon Asset Servicing May 1997 - February 2007
Vanguard June 1996 - April 1997
Frankford Bank April 1995 - June 1996
Education
Temple University 1989 — 1993
Bachelor of Business Administration (BBA), Marketing & Real Estate, 3.28/4.0
Leonard Boclair's BNY Mellon Asset Servicing Experience 1998 - 2013
Job Tax Manager Mutual Funds and Investments at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2013 - Present
BNY Mellon Asset Servicing 1998 - 2013
Skills
Tax, Investments, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Auditing, Corporate Tax, Income Tax, Tax Accounting
Education
Lycoming College 1982 — 1986
Bachelor's degree, Accounting
Central Bucks High School West
Lincoln Financial Group March 2013 - Present
BNY Mellon Asset Servicing 1998 - 2013
Skills
Tax, Investments, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Auditing, Corporate Tax, Income Tax, Tax Accounting
Education
Lycoming College 1982 — 1986
Bachelor's degree, Accounting
Central Bucks High School West