BNY Mellon-Dreyfus
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BNY Mellon-Dreyfus Employees
International Atomic Energy Agency March 2015 - Present
International Atomic Energy Agency January 2003 - Present
International Atomic Energy Agency October 2000 - October 2002
BNY Mellon -Dreyfus August 1997 - January 2000
Skills
Finance, Procurement, Financial Reporting, Account Reconciliation, Microsoft Word, Microsoft Excel, Access, Outlook, Data Analysis, Data Entry, Purchasing, Inventory Control, Invoicing, Internet, Mutual Funds, Monthly Close, Year-end Close, Year End Accounts, Purchase Orders, Purchase Ledger, Purchase Management, Office Administration, Financial Planning, Financial Analysis, Budgets, Management
Education
University of London 2013 — 2016
Master of Laws (LL.M.), Economic Regulation, International Business Law, and Commercial and Corporate Law.
Hofstra University 1994 — 1997
Bachelor of Business Administration Degree, Banking and Finance
Santa Monica College 1992 — 1994
Associate of Arts Degree, Liberal Arts
Burkenroads Reports August 2014 - Present
BNY Mellon-Dreyfus June 2014 - August 2014
Law Offices of Thomas L. Costa, LLP January 2010 - January 2013
Morgan Stanley Wealth Management May 2012 - August 2012
The Cotocon Group May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Finance, Leadership, Marketing Strategy, Sales, Financial Analysis
Education
London School of Economics (LSE)
Friends Academy High School
Tulane University - A.B. Freeman School of Business
Bachelor of Science, Management; Finance, Management
FIS - Fidelity Information Services May 2015 - Present
FIS-Capco January 2014 - April 2015
Gartland and Mellina Group May 2013 - December 2013
Federal Reserve Bank of New York June 2012 - February 2013
GE Asset Management September 2011 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2011
BNY Mellon - Dreyfus May 2006 - July 2007
Skills
Fixed Income, Bloomberg, Equities, Series 7, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Alternative Investments, Series 63, Financial Modeling, Securities, Asset Managment, Derivatives, Capital Markets, Trading, Financial Analysis, Financial Markets, Valuation, Banking, Trading Systems, Asset Management
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (MS), Finance, General
Hunter College 2001 — 2005
Bachelor of Arts (BA), Economics
BNY Mellon Dreyfus July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management June 2012 - March 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Series 7, Uniform Combined State..., Mutual Funds, Securities, FINRA, Fixed Income, Series 66, Equities, Alternative Investments, Retirement Planning, Social Media, Financial Planning, Life, Accident and..., Sales, Project Management, Able to Multi-Task, Problem Solving
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.) in Marketing, Minor in Mathematics
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2015 - Present
National Education for Women's (NEW) Leadership New York May 2015 - May 2015
Skidmore College Student Government Association September 2011 - May 2015
The Office of U.S. Senator Kirsten E. Gillibrand June 2014 - August 2014
Skidmore College January 2012 - May 2014
BNY Mellon Dreyfus June 2013 - July 2013
Buckley Country Day Camp July 2009 - August 2012
Council Member Elizabeth S. Crowley's District Office May 2012 - June 2012
Ariston Brokerage Corp. June 2011 - July 2011
Skills
Intranet Quorum, Microsoft Word, PowerPoint, Leadership, Public Speaking, Community Outreach, Grant Writing, Research, Editing, Italian, French, Extrovert, International Relations, Photoshop, Basketball, Tennis
Education
Skidmore College 2011 — 2015
Bachelor of Arts (B.A.), Government and International Affairs Double Major
Lorenzo de' Medici Institute 2014 — 2014
Bachelor’s Degree, Government and International Affairs
United Nations International School 1998 — 2011
International Baccalaureate Diploma
BNY Mellon - Dreyfus March 2014 - Present
Global Arena Capital Corp./HFP July 2013 - January 2014
Elon University September 2012 - May 2013
Benchmark Solutions June 2012 - August 2012
The Omerta Group May 2011 - July 2011
Skills
Wealth Management, Public Speaking, Finance, Sales, Bloomberg, Investments, Microsoft Excel, Series 7, Microsoft Office, Management, Fixed Income, Series 63, Financial Analysis, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Arts (B.A.), Economics, Economics, International Studies
BNY Mellon - Dreyfus August 2014 - Present
St. Gabriel's College May 2013 - May 2014
Loyola Maryland September 2009 - May 2013
UBS Wealth Management July 2012 - January 2013
UBS Wealth Management December 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Finance, Financial Analysis, Analysis, Facebook, Social Networking, Series 7, Series 66, Parkour, Customer Service, PowerPoint, Research
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Delbarton School 2003 — 2009
High School Diploma
Larry Heller & Associates December 2013 - Present
Northwestern Mutual July 2012 - December 2013
BNY Mellon-Dreyfus October 2010 - July 2012
Skills
Investments, Mutual Funds, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Securities, Life Insurance, Strategic Financial..., Sales, Finance, Employee Benefits, Long-term Care, Insurance, Estate Planning, 401k, 401k Rollovers, IRAs
Education
Boston University 2013 — 2015
Certified Financial Planner (CFP), Financial Planning and Services
Farmingdale State College, Business Department
Bachelor of Science, Business Management
St. Dominic's High School 1999 — 2003
BNY Mellon - Dreyfus August 2015 - Present
F-Squared Investments December 2013 - July 2015
Alps Investment Co March 2008 - November 2013
Delaware Investments October 2006 - March 2008
Merrill Lynch September 2004 - August 2006
Skills
Investments, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Private Equity, Finance, Series 7, Asset Allocation, Securities, Asset Management, Investment Strategies, FINRA, Commodity, Closed-end Funds, Wealth Management, Retirement Planning, Investment Advisory, Hedge Funds, Retirement 401K, Separately Managed..., Financial Advisory
Education
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon Dreyfus April 2007 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Insurance, Hedge Funds, Investments, Mutual Funds, Retirement Planning, Securities, Separately Managed..., Series 63, Series 7, Wealth Management
Education
Fordham University 2001 — 2005
Carey Financial, LLC October 2011 - January 2012
Invesco Aim November 2008 - July 2011
BNY Mellon --Dreyfus March 2005 - November 2008
Education
University of Houston-Downtown 2000 — 2001
BBA, marketing
Texas A&M University 1995 — 1999
Songbird Capital, LLC November 2011 - Present
BNY Mellon - Dreyfus 2001 - 2011
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance & Investment
1984 — 1987
BA, International Culture and Communication
CitiCards September 2013 - Present
INSYS Group, Inc. September 2010 - September 2013
BNY Mellon - Dreyfus June 1999 - October 2007
ContiFinancial December 1997 - June 1999
Continental Grain Company November 1995 - December 1997
Dun & Bradstreet June 1990 - October 1995
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Cash Management, Financial Statement..., Bloomberg, Accounting, Variance Analysis, Hedge Funds, Internal Controls, SEC filings, Fund Of Funds, Analysis
Education
Fordham Gabelli School of Business 2001 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
B.S., Accounting