BNY Mellon Financial
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BNY Mellon Financial Employees
Employee
Years
Job
Industry
Berger Trudy Berger Trudy's BNY Mellon Financial Experience August 2010 - Present
Job QA Tester at BNY Mellon Financial
Industry Financial Services
Experience
BNY Mellon Financial August 2010 - Present
BNY Mellon September 2007 - August 2010
Skills
Financial Services
Education
Marywood University 1987 — 1991
Bachelor's degree
BNY Mellon Financial August 2010 - Present
BNY Mellon September 2007 - August 2010
Skills
Financial Services
Education
Marywood University 1987 — 1991
Bachelor's degree
Michael DiChiara Michael DiChiara's BNY Mellon Financial Experience September 2008 - July 2012
Job Investment Operations at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge August 2012 - Present
BNY Mellon Financial September 2008 - July 2012
BNY Mellon Financial July 2006 - September 2008
State Street Corporation January 2004 - July 2006
State Street Corporation October 2003 - January 2004
Infinity Broadcasting/ WBCN September 1999 - November 2003
Lowell Lock Monsters (Lowell Devils) July 2001 - September 2002
Boston Bruins December 2000 - May 2001
Skills
Financial Analysis, Financial Services, Investments, Fund Accounting, Corporate Actions, Mutual Funds, Bloomberg, Fund Administration, Securities, Fixed Income, Hedge Funds, Account Reconciliation, Equities, Accounting, Alternative Investments, Financial Reporting, Back Office, Wealth Management, Trading Systems, Portfolio Management, Financial Statements, Cash Flow, Trading, Cash Management, Charles River IMS, FactSet
Education
Merrimack College 1997 — 2001
Bachelor of Science, Business Administration; Management
Loring, Wolcott & Coolidge August 2012 - Present
BNY Mellon Financial September 2008 - July 2012
BNY Mellon Financial July 2006 - September 2008
State Street Corporation January 2004 - July 2006
State Street Corporation October 2003 - January 2004
Infinity Broadcasting/ WBCN September 1999 - November 2003
Lowell Lock Monsters (Lowell Devils) July 2001 - September 2002
Boston Bruins December 2000 - May 2001
Skills
Financial Analysis, Financial Services, Investments, Fund Accounting, Corporate Actions, Mutual Funds, Bloomberg, Fund Administration, Securities, Fixed Income, Hedge Funds, Account Reconciliation, Equities, Accounting, Alternative Investments, Financial Reporting, Back Office, Wealth Management, Trading Systems, Portfolio Management, Financial Statements, Cash Flow, Trading, Cash Management, Charles River IMS, FactSet
Education
Merrimack College 1997 — 2001
Bachelor of Science, Business Administration; Management
Jim DiDonato Jim DiDonato's BNY Mellon Financial Experience June 1996 - Present
Job Vice President Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Financial June 1996 - Present
Skills
Portfolio Management, PMP, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1991
MBA
University of Pittsburgh 1976 — 1980
BA, Political Science
BNY Mellon Financial June 1996 - Present
Skills
Portfolio Management, PMP, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1991
MBA
University of Pittsburgh 1976 — 1980
BA, Political Science
Michael Weiner, CFA's BNY Mellon Financial Experience October 2004 - June 2008
Job Transitioning...back in Columbus
Industry Investment Management
Experience
Unified Trust Company, N.A. May 2013 - May 2015
Huntington National Bank August 2010 - May 2013
BNY Mellon Financial October 2004 - June 2008
JP Morgan Chase (nee Banc One) June 1994 - October 2004
Dupont Pension Fund Investments 1986 - 1994
NCNB June 1984 - June 1986
Skills
Portfolio Management, Asset Allocation, Management, Public Speaking, Investment Management, Asset Managment, Investments, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Equities, Financial Modeling, Investment Advisory, Securities, Capital Markets, Financial Analysis, Risk Management, compliance, Series 63, Fixed Income, Asset Management, Hedge Funds, Bloomberg, Equity Research, Financial Services, Bonds, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1984
Master of Business Administration (MBA)
Duquesne University 1972 — 1976
BA, History and Classics
Unified Trust Company, N.A. May 2013 - May 2015
Huntington National Bank August 2010 - May 2013
BNY Mellon Financial October 2004 - June 2008
JP Morgan Chase (nee Banc One) June 1994 - October 2004
Dupont Pension Fund Investments 1986 - 1994
NCNB June 1984 - June 1986
Skills
Portfolio Management, Asset Allocation, Management, Public Speaking, Investment Management, Asset Managment, Investments, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Equities, Financial Modeling, Investment Advisory, Securities, Capital Markets, Financial Analysis, Risk Management, compliance, Series 63, Fixed Income, Asset Management, Hedge Funds, Bloomberg, Equity Research, Financial Services, Bonds, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1984
Master of Business Administration (MBA)
Duquesne University 1972 — 1976
BA, History and Classics
Ginnie Farnsworth's BNY Mellon Financial Experience 1989 - 2002
Job Investment Management Professional
Industry Investment Management
Experience
Greycourt & Company, Inc 2006 - 2007
Hunter Associates, Inc 2002 - 2006
Mellon Financial Corporation January 1989 - January 2002
BNY Mellon Financial 1989 - 2002
Laurel Capital Management January 1993 - January 2000
Mellon Financial Corporation January 1989 - January 1993
PNC Financial Services Group, Inc January 1986 - January 1989
Federal Reserve January 1982 - January 1984
First Union National Bank January 1979 - January 1982
Federal Reserve January 1977 - January 1979
Education
Duquesne University 2008 — 2009
Certificate, Financial Planning
University of North Carolina at Chapel Hill
M.B.A, Finance
Mount Holyoke College 1973 — 1977
BA, Economics
Greycourt & Company, Inc 2006 - 2007
Hunter Associates, Inc 2002 - 2006
Mellon Financial Corporation January 1989 - January 2002
BNY Mellon Financial 1989 - 2002
Laurel Capital Management January 1993 - January 2000
Mellon Financial Corporation January 1989 - January 1993
PNC Financial Services Group, Inc January 1986 - January 1989
Federal Reserve January 1982 - January 1984
First Union National Bank January 1979 - January 1982
Federal Reserve January 1977 - January 1979
Education
Duquesne University 2008 — 2009
Certificate, Financial Planning
University of North Carolina at Chapel Hill
M.B.A, Finance
Mount Holyoke College 1973 — 1977
BA, Economics
David Uhryniak's BNY Mellon Financial Experience March 2005 - November 2008
Job Director at The Strategy Booth
Industry Management Consulting
Experience
The Strategy Booth 2015 - Present
Deloitte February 2012 - June 2014
Deloitte November 2010 - January 2012
BNY Mellon Financial March 2005 - November 2008
Federated Investors October 2000 - December 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Asset Managment, Portfolio Management, Equity Research, Investments, Analysis, Asset Management, Business Strategy, Capital Markets, Finance, Financial Services, Management Consulting, Strategy
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA, Finance
Westminster College (PA) 1989 — 1993
Bachelor of Arts, Business Administration
The Strategy Booth 2015 - Present
Deloitte February 2012 - June 2014
Deloitte November 2010 - January 2012
BNY Mellon Financial March 2005 - November 2008
Federated Investors October 2000 - December 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Asset Managment, Portfolio Management, Equity Research, Investments, Analysis, Asset Management, Business Strategy, Capital Markets, Finance, Financial Services, Management Consulting, Strategy
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA, Finance
Westminster College (PA) 1989 — 1993
Bachelor of Arts, Business Administration
Sandra Grote's BNY Mellon Financial Experience June 2006 - Present
Job Vice President / IT Technology Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Financial June 2006 - Present
BNY Mellon Financial June 2006 - Present
BNY Mellon 1998 - Present
Mellon Bank February 2005 - June 2006
Mellon Bank February 1998 - February 2005
Duquesne Light Company January 1984 - February 1998
Duquesne Light Company 1984 - 1998
Skills
Vendor Management, PMP, Business Analysis, Testing, SDLC, Team Leadership, IT Strategy, Business Requirements, Information Technology, Integration, Project Planning, SharePoint, Software Project..., Business Process..., Management, Visio
Education
University of Pittsburgh 1980 — 1982
BS, Information Science
University of Pittsburgh
B.S, Information Science
BNY Mellon Financial June 2006 - Present
BNY Mellon Financial June 2006 - Present
BNY Mellon 1998 - Present
Mellon Bank February 2005 - June 2006
Mellon Bank February 1998 - February 2005
Duquesne Light Company January 1984 - February 1998
Duquesne Light Company 1984 - 1998
Skills
Vendor Management, PMP, Business Analysis, Testing, SDLC, Team Leadership, IT Strategy, Business Requirements, Information Technology, Integration, Project Planning, SharePoint, Software Project..., Business Process..., Management, Visio
Education
University of Pittsburgh 1980 — 1982
BS, Information Science
University of Pittsburgh
B.S, Information Science
Matthew MacNeill's BNY Mellon Financial Experience September 2014 - Present
Job Vice President, Investment Manager Relations
Industry Financial Services
Experience
BNY Mellon Financial September 2014 - Present
BNY Mellon March 2011 - September 2014
BNY Mellon August 2009 - March 2011
BNY Mellon June 2007 - August 2009
BNY Mellon June 2006 - June 2007
BNY Mellon February 2005 - June 2006
Skills
Bloomberg, Mutual Funds, Securities, Fixed Income, Corporate Actions, Equities, Financial Services, Bonds, FX Options, Global Custody, Relationship Management, Financial Analysis, Finance, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Executive MBA
The University of Connecticut School of Business 2000 — 2004
B.S., Finance
BNY Mellon Financial September 2014 - Present
BNY Mellon March 2011 - September 2014
BNY Mellon August 2009 - March 2011
BNY Mellon June 2007 - August 2009
BNY Mellon June 2006 - June 2007
BNY Mellon February 2005 - June 2006
Skills
Bloomberg, Mutual Funds, Securities, Fixed Income, Corporate Actions, Equities, Financial Services, Bonds, FX Options, Global Custody, Relationship Management, Financial Analysis, Finance, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Executive MBA
The University of Connecticut School of Business 2000 — 2004
B.S., Finance
LaTrice Mechelle Jones's BNY Mellon Financial Experience October 2005 - August 2011
Job Customer Service Representative at Total Records Information/ Express Professionals
Industry Consumer Services
Experience
Total records Information/ Express professionals March 2014 - Present
Paradigm Packing / Staff Right Solutions May 2013 - June 2013
Xanadu Medical Adult Day care May 2012 - July 2012
Dr. Ratnam OB Gynecology May 2012 - May 2012
Little Scholars Daycare September 2011 - April 2012
BNY Mellon Financial October 2005 - August 2011
Equitable /AXA Financial June 2000 - March 2005
Skills
Vital Signs, Phlebotomy, EKG, Patient Scheduling, Patient Charting, Medical Terminology, Mircosoft 2003-2007 word, Microsoft Excel, Outlook, Wordperfect, Internet, Lotus Notes, Multiline phone system, Switchboard, CRP Certified
Education
Passic County Community College 2012 — 2015
Pre-Nursing Studies
American Institute 2011 — 2012
Diploma, Medical/Clinical Assistant
Essex County College 2001 — 2006
Total records Information/ Express professionals March 2014 - Present
Paradigm Packing / Staff Right Solutions May 2013 - June 2013
Xanadu Medical Adult Day care May 2012 - July 2012
Dr. Ratnam OB Gynecology May 2012 - May 2012
Little Scholars Daycare September 2011 - April 2012
BNY Mellon Financial October 2005 - August 2011
Equitable /AXA Financial June 2000 - March 2005
Skills
Vital Signs, Phlebotomy, EKG, Patient Scheduling, Patient Charting, Medical Terminology, Mircosoft 2003-2007 word, Microsoft Excel, Outlook, Wordperfect, Internet, Lotus Notes, Multiline phone system, Switchboard, CRP Certified
Education
Passic County Community College 2012 — 2015
Pre-Nursing Studies
American Institute 2011 — 2012
Diploma, Medical/Clinical Assistant
Essex County College 2001 — 2006