BNY Mellon Corporation
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (Jul 17, 2017–) Headquarters: New York City, NY Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
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BNY Mellon Corporation Employees
BNY Mellon Corporation August 2000 - Present
Morgan Stanley Dean Witter August 1998 - May 2000
Skills
Middle Office, Mutual Funds, Custodial Services, Custodians, Institutional..., Financial Reporting, Financial Accounting, Fund Accounting, Fund Administration, Fund Of Funds, Account Reconciliation, Portfolio Performance..., Dividends, Interest Calculation, Sunguard, InvestOne, TLM, Smartstream TLM, Wit, DTC, Bloomberg Terminal, WINNAR, Microsoft Excel, Vlookup, Pivot Tables, Equities, Fixed Income, Finance, FX trading, Expenses, Financial Statements, NAV, Bloomberg
Education
Long Island University 1994 — 1998
Bachelor Degree of Science, Finance
BNY Mellon Corporation December 2010 - Present
BNY Mellon Corporation December 2008 - December 2010
BNY Mellon Corporation July 2007 - December 2008
Skills
Account Reconciliation, Accounting, Management, Accounts Payable, Financial Statements, Valuation
Education
University of Massachusetts Boston 2002 — 2006
Bachelor of Science (BS), Marketing
CentraState Healthcare System October 2011 - Present
The Bank of New York January 1983 - August 2010
BNY Mellon Corporation January 1983 - August 2010
BNY Mellon Corporaton January 1983 - August 2010
BNY Mellon Corporation January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY MELLON CORPORATION January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY Mellon January 1983 - August 2010
Skills
Lotus Notes, Microsoft Office, Telephone Directory, Telecommunications..., Invoice Processing, Telecommunications..., Call Detail Recording, Technical Support, Information Technology, Telecommunications
Education
Boston University 1980 — 1982
Graduate School of Management Master, Business Administration
Boston University, Graduate School of Management 1980 — 1982
MBA, Finance, General
Boston University, Graduate School of Management 1980 — 1982
MBA, Finance, General
Rutgers University 1976 — 1980
BA, Economics
Rutgers University New 1976 — 1980
Bachelor of Arts, Economics
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Bachelor of Arts (BA), Economics
BNY Mellon Corporation September 2012 - Present
National Black MBA Association, Pittsburgh Chapter October 2010 - Present
BNY Mellon Corporation September 2009 - Present
Program to Aid Citizens Enterprise 2008 - 2013
Program to Aid Citizens Enterprise 2008 - 2013
Program to Aid Citizens Enterprise 2008 - 2013
BNY Mellon Corporation September 2006 - September 2009
University of Phoenix December 2005 - September 2006
Conseco, Inc February 2005 - December 2005
MDL Capital Management, Inc June 1999 - November 2004
Skills
Risk Management, Portfolio Management, Financial Analysis, Strategic Planning, Securities, CRM, Program Management, Investments, Analysis, Management, Leadership, Financial Services, Mergers & Acquisitions
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Carnegie Mellon University 1993 — 1997
BS, Business Management
New York State Department of Financial Services December 2013 - Present
Independent Consultant May 2011 - December 2013
BNY Mellon Corporation February 1999 - May 2011
Deutsche Bank February 1998 - February 1999
UBS Investment Bank February 1994 - February 1998
Bank of New York July 1987 - February 1994
Bear Stearns February 1986 - February 1987
Spencer Gifts September 1983 - September 1986
Skills
Fixed Income, Bloomberg, Equities, Securities Lending, Financial Services, Securities, Corporate Actions, Settlement, Asset Management, Middle Office, Finance, Operations Expertise, Collateral Management, Investment Management, Asset Managment, Structured Products, Cash Management, AML, Capital Markets, Trading Systems, DTC, Mutual Funds, Money Market, Operational Risk, Financial Analysis, Documentations, Global Custody, Process Improvement, KYC, Operations Management, Anti Money Laundering, Retail Management, Organizational..., Procedural Documentation, Bank Secrecy Act, Financial Regulation, Electronic Funds..., Counterparty Risk, Leadership, Banking
Education
CUNY- The College of Staten Island 1992 — 1994
Bachelor of Science Degree, Business Management and Finance
Kingsborough Community College 1981 — 1984
Associates degree, Retail Business Management
Samuel J Tilden HS. 1977 — 1981
Regents Diploma, Political Science and Government
UEI Electric 2012 - 2014
Gannon University 2010 - 2011
BNY Mellon Corporation 2008 - 2010
Vineyard Oil and Gas Company 2007 - 2008
Scorcher's Casual Eatery and Draft House 2001 - 2007
Ronald McDonald House of South Florida 2000 - 2001
Skills
Securities, Fundraising, Community Outreach, Event Planning, Proposal Writing, Portfolio Administration, Volunteer Management, Bloomberg, Investor Reporting, Data Analysis, Account Reconciliation, Shareholder Payments, Contract Compliance, Operational Compliance, Construction Safety, Employee Training, Oil & Gas Accounting, Short Term Forecasting, Pipeline Nominations, Payroll, Sales & Use Tax, Vendor Relations, Tax Reporting, Job Costing, QuickBooks, Accounts Payable, Accounts Receivable, Grant Coordination, Procurement, Grant Administration, Expense Allocation
Education
Mercyhurst College
BA, History
BNY Mellon Corporation January 2009 - Present
Skills
Alternative Investments, Equities, Fixed Income, Asset Management, Financial Services, Mutual Funds, Back Office, Securities, Financial Markets, Hedge Funds, Bonds, Fund Administration, Trading, Risk Management, Investments, Fund Of Funds, Derivatives
Education
Northeastern University 1993 — 1998
BNY Mellon December 2012 - Present
BNY Mellon October 2009 - December 2012
BNY Mellon Corporation September 2005 - October 2009
Mellon Financial April 2001 - September 2005
Skills
Operational Risk..., Risk Management, Project Management, Asset Management, Banking, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Microsoft Excel, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA, Finance
University of California, Riverside 1996 — 2000
B.S., Business Administration
HKUST Business School
BNY Mellon Corporation May 1997 - Present
Aetna Life & Casualty 1975 - 1996
Skills
Marketing Strategy, Underwriting, Property & Casualty..., Risk Management, Mutual Funds, Series 7, Management, Financial Risk, Strategic Financial..., Insurance, Variable Annuities, Investments, Health Insurance, Fixed Annuities, Financial Services, Financial Planning, Strategic Planning, General Insurance, Life Insurance
Education
Penn State University 1971 — 1975
Bachelor of Arts (B.A.), Liberal Arts
American Institute for Property and Casualty Underwriters
Chartered Property Casualty Underwriter (CPCU), Insurance
BNY Mellon SVP and Director Public AffairsBNY Mellon Wealth Management1995 - Present
BNY Mellon Corporation 1995 - Present
Families First Parenting Programs 1995 - Present
BNY Mellon 1995 - Present
BNY Mellon 1995 - Present
Education
Boston College 1971 — 1975
The Bank of New York Mellon July 2007 - Present
BNY Mellon Corporation 2007 - 2009
The Bank of New York November 1988 - 2007
Irving Trust Company 1972 - 1988
Education
The George Washington University - School of Business 1968 — 1970
BBA, Data Processing
Merrill Lynch June 2009 - April 2012
BNY Mellon Corporation November 2005 - October 2008
Education
Purdue University 1970 — 1974
Henry M Gunn High School 1967 — 1970
BNY Mellon Corporation
Skills
Financial Analysis, Financial Reporting, Financial Accounting, US GAAP reporting, Sarbanes-Oxley Act, Consolidation, Cash Flow, Financial Audits, Managerial Skills, US GAAP, Stock-based..., Lease Accounting, Pension Accounting, Purchase Accounting, Customer Oriented, Financial Modeling, Financial Services, Strategic Financial..., Finance, Accounting, Leases, Forecasting, Valuation, Pensions, SEC filings, Financial Planning, Management, Banking, Risk Management, Process Improvement, Internal Controls
Education
Penn State University
Bachelor of Science (B.S.), Accounting
BNY MELLON CORPORATION January 2000 - Present
UPMC HEALTH SYSTEM January 1997 - January 2000
MELLON FINANCIAL CORP January 1995 - January 1997
D&N SMITH CORPORATION January 1989 - January 1995
Education
Robert Morris University
Bachelor of Science, Accounting
Christiana Trust, a division of Wilmington Savings Fund Society, FSB 2014 - Present
Gerson Lehrman Group 2012 - Present
Ridgetop Research 2012 - 2013
BNY Mellon Corporation 2010 - 2012
PFPC Trust Company, PNC Global Investment Servicing 1999 - 2010
PNC Bank, National Association 1992 - 1998
PNC Bank, National Association 1988 - 1991
PNC Bank, National Association (formerly known as Provident National Bank) 1982 - 1988
Skills
Global Custody, Mutual Funds, Asset Managment, Wealth Management, Investments, Portfolio Management, Securities, Alternative Investments, Hedge Funds, Fixed Income, Equities, Relationship Management, Superior Client Service, Client Focus, Customer Advocacy, Team Building, Financial Risk, Financial Services, Investment Strategies, Financial Reporting, Cash Management, Private Equity, Investment Management, Back Office, Asset Management, Financial Analysis, Due Diligence, Strategy, Risk Management, Finance, Sweep Accounts, Treasury Services, Product Development, Executive Management, Team Leadership, Team Management, Operations Management, Problem Solving, Process Improvement, Client Liaison, Manage Client..., Strategic Planning, Collaborative Problem..., Satisfied Clients, Collaboration Solutions, Bottom Line Results, Trust Operations, Information Management, Trade Operations, Client Relations Skills
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Management Information Systems
Drexel University - LeBow College of Business
Bachelor’s Degree, Finance
BNYMellon Corp September 2013 - Present
BNY Mellon July 1987 - November 2010
BNY Mellon Corporation July 1987 - November 2010
The Bank January 1989 - January 2008
Irving Trust Co January 1987 - January 1989
Cates Consulting Inc January 1985 - January 1987
Barnes& Nobles Pace University Bookstore January 1984 - January 1985
Skills
Strategy, Access, Mergers & Acquisitions, Customer Service, Financial Services, Mutual Funds, Banking, Securities, Investments, Portfolio Management, Equities, Credit, Fixed Income, Bloomberg, Wealth Management, Wealth, Loans, Series 7, Risk Management, Management
Education
Pace UNIVERSITY New 1984 — 1987
Bachelors of Arts, Marketing/Management
Pace University - Lubin School of Business 1983 — 1987
BA, Marketing Management
BNY Mellon April 2005 - April 2010
BNYMellon Corp 1997 - 2010
BNY Mellon Corporation April 1999 - April 2005
BNY Mellon Corporation February 1997 - April 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Mercy College 2003 — 2007
Associates Degree, Banking, Corporate, Finance, and Securities Law