BNY Mellon Shareowner Services
Industry: Company
DescriptionFounded: 1995 Parent organization: Computershare
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BNY Mellon Shareowner Services Employees
Employee
Years
Job
Industry
Michael S. Kelly Michael S. Kelly's BNY Mellon Shareowner Services Experience May 2005 - February 2008
Job Consultant at CompIntelligence
Industry Financial Services
Experience
CompIntelligence March 2014 - Present
Domenico Valentino January 2013 - March 2014
Wine Ventures August 1994 - December 2012
Ridgefield Park School System April 2010 - June 2012
BNY Mellon Shareowner Services May 2005 - February 2008
Computershare January 1996 - May 2005
EquiServe January 1996 - May 2005
Coach Leatherware 1991 - 1995
Skills
Relationship Management, New Business Development, Negotiation, Sales Management, Sales, Team Building, Marketing, Vendor Management, Financial Services, Banking, Business Analysis, Finance, Online Advertising, Leadership, Program Management, CRM, Salesforce.com, Facebook, Twitter, Equity Compensation, Equities, Customer Retention, Management, Team Leadership, Contract Negotiation, Strategy, Customer Service, Mergers & Acquisitions, Budgets, Risk Management, Business Strategy, Employee Benefits, Process Improvement, Start-ups, Analysis, Executive Management, Team Management, Training, Portfolio Management, Business Process..., Cold Calling, Management Consulting, Outsourcing, Investments, Entrepreneurship, Business Development, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office
Education
Investment Banking Institute of NY 2007 — 2007
Certificate Program, Investment Banking
Villanova University 2003 — 2003
Certificate Program, Project Management
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
Lacey Township High School
HS Diploma, College Prep
Central Regional High School
CompIntelligence March 2014 - Present
Domenico Valentino January 2013 - March 2014
Wine Ventures August 1994 - December 2012
Ridgefield Park School System April 2010 - June 2012
BNY Mellon Shareowner Services May 2005 - February 2008
Computershare January 1996 - May 2005
EquiServe January 1996 - May 2005
Coach Leatherware 1991 - 1995
Skills
Relationship Management, New Business Development, Negotiation, Sales Management, Sales, Team Building, Marketing, Vendor Management, Financial Services, Banking, Business Analysis, Finance, Online Advertising, Leadership, Program Management, CRM, Salesforce.com, Facebook, Twitter, Equity Compensation, Equities, Customer Retention, Management, Team Leadership, Contract Negotiation, Strategy, Customer Service, Mergers & Acquisitions, Budgets, Risk Management, Business Strategy, Employee Benefits, Process Improvement, Start-ups, Analysis, Executive Management, Team Management, Training, Portfolio Management, Business Process..., Cold Calling, Management Consulting, Outsourcing, Investments, Entrepreneurship, Business Development, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office
Education
Investment Banking Institute of NY 2007 — 2007
Certificate Program, Investment Banking
Villanova University 2003 — 2003
Certificate Program, Project Management
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
Lacey Township High School
HS Diploma, College Prep
Central Regional High School
Deborah Gmerek Deborah Gmerek's BNY Mellon Shareowner Services Experience April 2004 - March 2010
Job Licensed Sales Assistant
Industry Financial Services
Experience
CJG Distributing, LLC January 2011 - Present
Diversified Financial Services, Inc. March 2015 - May 2015
Robert Half/Contract Assignment @ Towers Watson August 2014 - November 2014
Craun Freeman Tax & Wealth Management December 2011 - April 2013
BNY Mellon Shareowner Services April 2004 - March 2010
The Bank of New York, Employee Investment Plans Division June 2001 - March 2004
MAVRICC Management Systems, Inc. (Acquired by the Bank of New York) October 1990 - May 2001
Skills
FINRA Series 7, FINRA Series 63, Close Attention to..., Proactive self-starter, Information Technology, Analytic Problem Solving, Employee Training, Access, Series 63, Series 7, Training, Securities, Uniform Combined State..., Banking, 401k, Equities, Alternative Investments, Finance, Investments, Investment Advisory, Relationship Management, Analysis, Risk Management, Customer Service, Financial Planning, Financial Services
Education
Walsh College of Accountancy and Business Administration
Bachelor of Business Administration (BBA), Finance, Graduated Magna cum Laude
College for Financial Planning 2009 — 2009
Registered Paraplanner Designation, Financial Services
CJG Distributing, LLC January 2011 - Present
Diversified Financial Services, Inc. March 2015 - May 2015
Robert Half/Contract Assignment @ Towers Watson August 2014 - November 2014
Craun Freeman Tax & Wealth Management December 2011 - April 2013
BNY Mellon Shareowner Services April 2004 - March 2010
The Bank of New York, Employee Investment Plans Division June 2001 - March 2004
MAVRICC Management Systems, Inc. (Acquired by the Bank of New York) October 1990 - May 2001
Skills
FINRA Series 7, FINRA Series 63, Close Attention to..., Proactive self-starter, Information Technology, Analytic Problem Solving, Employee Training, Access, Series 63, Series 7, Training, Securities, Uniform Combined State..., Banking, 401k, Equities, Alternative Investments, Finance, Investments, Investment Advisory, Relationship Management, Analysis, Risk Management, Customer Service, Financial Planning, Financial Services
Education
Walsh College of Accountancy and Business Administration
Bachelor of Business Administration (BBA), Finance, Graduated Magna cum Laude
College for Financial Planning 2009 — 2009
Registered Paraplanner Designation, Financial Services
Keith Doell Keith Doell's BNY Mellon Shareowner Services Experience July 2000 - September 2006
Job Owner of First Source Contracting LLC
Industry Construction
Experience
First Source Contracting LLC June 2010 - Present
Chartis Insurance September 2006 - 2010
BNY Mellon Shareowner Services July 2000 - September 2006
NJDEP New Jersey Division of Watershed Management - WMA 5 May 2001 - May 2006
Financial Network Investment Corp May 1998 - January 2000
Various Companies January 1985 - January 1998
Skills
Analysis, HVAC, Six Sigma, Change Management, Program Management
Education
ESCO Institute 2010 — 2010
EPA Refrigerant Certified, Refrigerant
Six Sigma Qualtec 2005 — 2005
BB, Certified Six Sigma Black Belt
Mellon Accredited Workshops 2003 — 2004
Binghamton University 1996 — 1998
MBA, International Marketing
State University of New York at Stony Brook 1991 — 1996
BA, Social Sciences Interdisciplinary Studies; Minor, Child and Family Studies
Lincoln Technical Institute 1984 — 1985
HVAC, Heating, Air Conditioning, Ventilation and Refrigeration, A
First Source Contracting LLC June 2010 - Present
Chartis Insurance September 2006 - 2010
BNY Mellon Shareowner Services July 2000 - September 2006
NJDEP New Jersey Division of Watershed Management - WMA 5 May 2001 - May 2006
Financial Network Investment Corp May 1998 - January 2000
Various Companies January 1985 - January 1998
Skills
Analysis, HVAC, Six Sigma, Change Management, Program Management
Education
ESCO Institute 2010 — 2010
EPA Refrigerant Certified, Refrigerant
Six Sigma Qualtec 2005 — 2005
BB, Certified Six Sigma Black Belt
Mellon Accredited Workshops 2003 — 2004
Binghamton University 1996 — 1998
MBA, International Marketing
State University of New York at Stony Brook 1991 — 1996
BA, Social Sciences Interdisciplinary Studies; Minor, Child and Family Studies
Lincoln Technical Institute 1984 — 1985
HVAC, Heating, Air Conditioning, Ventilation and Refrigeration, A
Scott Sander Scott Sander's BNY Mellon Shareowner Services Experience January 2008 - February 2012
Job Global Stock Plan Consultant | Amazon.com
Industry Internet
Experience
Amazon.com February 2012 - Present
BNY Mellon Shareowner Services January 2008 - February 2012
Starbucks Coffee Company June 2006 - December 2007
Mellon Investor Services May 1999 - May 2006
Skills
Vendor Management, Equities, Financial Services, Relationship Management, Process Improvement, Project Management, Performance Management
Education
Seattle University 1994 — 1998
BA, Humanities
Seattle Prep 1991 — 1993
Amazon.com February 2012 - Present
BNY Mellon Shareowner Services January 2008 - February 2012
Starbucks Coffee Company June 2006 - December 2007
Mellon Investor Services May 1999 - May 2006
Skills
Vendor Management, Equities, Financial Services, Relationship Management, Process Improvement, Project Management, Performance Management
Education
Seattle University 1994 — 1998
BA, Humanities
Seattle Prep 1991 — 1993
Anthony Thalman's BNY Mellon Shareowner Services Experience January 2009 - January 2012
Job Senior Vice President Buisness Operations at Scivantage
Industry Financial Services
Experience
Scivantage December 2012 - Present
BNY Mellon August 2009 - June 2012
BNY Mellon January 2009 - January 2012
BNY Mellon Shareowner Services January 2009 - January 2012
BNY Mellon July 2001 - July 2009
BNY Mellon January 2001 - January 2009
Mellon Investor Services January 2001 - January 2009
Mellon Investor Services January 1996 - January 2000
Mellon Investor Services January 1996 - January 2000
Mellon Investor Services 1996 - 2000
Skills
Financial Services, Equities, Mergers, Banking, Securities, Mergers & Acquisitions, Product Management, CRM, Management, Series 7, Relationship Management, Program Management, Business Intelligence, Hedge Funds, Corporate Actions, Executive Management, Financial Markets, Fixed Income, Mutual Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Capital Markets
Education
New Jersey City University
Bachelor of Science, Business Administration
Scivantage December 2012 - Present
BNY Mellon August 2009 - June 2012
BNY Mellon January 2009 - January 2012
BNY Mellon Shareowner Services January 2009 - January 2012
BNY Mellon July 2001 - July 2009
BNY Mellon January 2001 - January 2009
Mellon Investor Services January 2001 - January 2009
Mellon Investor Services January 1996 - January 2000
Mellon Investor Services January 1996 - January 2000
Mellon Investor Services 1996 - 2000
Skills
Financial Services, Equities, Mergers, Banking, Securities, Mergers & Acquisitions, Product Management, CRM, Management, Series 7, Relationship Management, Program Management, Business Intelligence, Hedge Funds, Corporate Actions, Executive Management, Financial Markets, Fixed Income, Mutual Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Capital Markets
Education
New Jersey City University
Bachelor of Science, Business Administration
Steve Fleischer's BNY Mellon Shareowner Services Experience April 2007 - July 2011
Job Vice President, Networking and Communications at American Stock Transfer & Trust Company, LLC
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC January 2015 - Present
American Stock Transfer & Trust Company, LLC August 2011 - Present
BNY Mellon Shareowner Services April 2007 - July 2011
Skills
Securities, Investor Relations, Financial Services, Relationship Management, Corporate Actions, Risk Management, Vendor Management, Asset Management, Series 7, Mutual Funds, Fixed Income, Asset Managment, Equities, Investments, Financial Analysis, Business Process..., Project Management, Portfolio Management, Series 63, Corporate Governance, Mergers & Acquisitions, Hedge Funds, Process Improvement, Strategy, Management, Capital Markets
Education
Kean University 1998 — 2001
Philadelphia University 1996 — 1997
American Stock Transfer & Trust Company, LLC January 2015 - Present
American Stock Transfer & Trust Company, LLC August 2011 - Present
BNY Mellon Shareowner Services April 2007 - July 2011
Skills
Securities, Investor Relations, Financial Services, Relationship Management, Corporate Actions, Risk Management, Vendor Management, Asset Management, Series 7, Mutual Funds, Fixed Income, Asset Managment, Equities, Investments, Financial Analysis, Business Process..., Project Management, Portfolio Management, Series 63, Corporate Governance, Mergers & Acquisitions, Hedge Funds, Process Improvement, Strategy, Management, Capital Markets
Education
Kean University 1998 — 2001
Philadelphia University 1996 — 1997
David Becker David Becker's BNY Mellon Shareowner Services Experience August 2005 - November 2009
Job Experienced Securities Compliance Officer and Litigation and Regulatory Counsel
Industry Financial Services
Experience
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
Susan Hogan Susan Hogan's BNY Mellon Shareowner Services Experience August 1999 - January 2012
Job Vice President at Computershare Investor Services
Industry Financial Services
Experience
Computershare Investor Services January 2012 - Present
BNY Mellon Shareowner Services August 1999 - January 2012
Skills
Mutual Funds, Securities, Portfolio Management, Equities, Financial Services, Corporate Actions, Transfer Agency, Banking, Investor Relations, Relationship Management, Mergers & Acquisitions, CRM, Fixed Income, Hedge Funds, Capital Markets, Asset Management, Series 7, Investments, Alternative Investments, Financial Markets
Education
Trinity University-Washington 1977 — 1981
B.A., Economics
Computershare Investor Services January 2012 - Present
BNY Mellon Shareowner Services August 1999 - January 2012
Skills
Mutual Funds, Securities, Portfolio Management, Equities, Financial Services, Corporate Actions, Transfer Agency, Banking, Investor Relations, Relationship Management, Mergers & Acquisitions, CRM, Fixed Income, Hedge Funds, Capital Markets, Asset Management, Series 7, Investments, Alternative Investments, Financial Markets
Education
Trinity University-Washington 1977 — 1981
B.A., Economics
Landy Tam, CEP Landy Tam, CEP's BNY Mellon Shareowner Services Experience 2008 - December 2011
Job Vice President, Business Development at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon Shareowner Services 2008 - December 2011
BNY Mellon Shareowner Services April 2007 - May 2008
Mellon Investor Services May 2005 - April 2007
UBS 2002 - 2005
Skills
Relationship Management, Securities, Equities, Series 63, Financial Services, Trading, Series 7, Mutual Funds, Investor Relations, Mergers & Acquisitions, Business Development, Wealth Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Computershare January 2012 - Present
BNY Mellon Shareowner Services 2008 - December 2011
BNY Mellon Shareowner Services April 2007 - May 2008
Mellon Investor Services May 2005 - April 2007
UBS 2002 - 2005
Skills
Relationship Management, Securities, Equities, Series 63, Financial Services, Trading, Series 7, Mutual Funds, Investor Relations, Mergers & Acquisitions, Business Development, Wealth Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Jaddiel (Jay) Ramos's BNY Mellon Shareowner Services Experience January 2005 - January 2012
Job Relationship Manager at Computershare & Social Entrepreneur
Industry Financial Services
Experience
Computershare January 2012 - Present
Proyecto Misión June 2014 - Present
Iglesia En Cristo Somos Uno, Inc. 1999 - Present
BNY Mellon Shareowner Services January 2005 - January 2012
American Stock Transfer & Trust Company January 1998 - December 2004
Skills
Corporate Actions, Customer Relations, Mergers, Contract Negotiation, Microsoft Office, Escrow, Customer Service, Mergers & Acquisitions, Equities, New Business Development, Investor Relations, Securities, Financial Risk, Financial Services, CRM, Management, Business Development, Relationship Management, Banking, Investments, Risk Management, Mutual Funds
Education
City University of New York-College of Staten Island
International Bible Institute
Diploma of Biblical Studies (Dip. B.S.), Biblical, Theological, Historical, Pastoral Studies
John Jay High School
High School
Computershare January 2012 - Present
Proyecto Misión June 2014 - Present
Iglesia En Cristo Somos Uno, Inc. 1999 - Present
BNY Mellon Shareowner Services January 2005 - January 2012
American Stock Transfer & Trust Company January 1998 - December 2004
Skills
Corporate Actions, Customer Relations, Mergers, Contract Negotiation, Microsoft Office, Escrow, Customer Service, Mergers & Acquisitions, Equities, New Business Development, Investor Relations, Securities, Financial Risk, Financial Services, CRM, Management, Business Development, Relationship Management, Banking, Investments, Risk Management, Mutual Funds
Education
City University of New York-College of Staten Island
International Bible Institute
Diploma of Biblical Studies (Dip. B.S.), Biblical, Theological, Historical, Pastoral Studies
John Jay High School
High School
Karin Housell Karin Housell's BNY Mellon Shareowner Services Experience January 2007 - August 2011
Job Vice President, Team Lead/ Project Manager at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon September 2010 - January 2012
BNY Mellon Shareowner Services January 2007 - August 2011
Mellon Investor Services January 2002 - January 2007
Mellon HR January 2000 - January 2002
ChaseMellon January 1998 - February 2000
Skills
Process Improvement, Financial Services, Vendor Management, Troubleshooting, Risk Management, Business Analysis, CRM, Business Requirements, Analytics, Customer Service, Banking, Employee Benefits, Analysis, Program Management, Relationship Management, Change Management, Business Process..., PMO, Project Portfolio..., Requirements Gathering, Business Process, Visio, Outsourcing
Education
Bergen Community College
Associates of Science, Business
Penn State University
Organizational Leadership
Computershare January 2012 - Present
BNY Mellon September 2010 - January 2012
BNY Mellon Shareowner Services January 2007 - August 2011
Mellon Investor Services January 2002 - January 2007
Mellon HR January 2000 - January 2002
ChaseMellon January 1998 - February 2000
Skills
Process Improvement, Financial Services, Vendor Management, Troubleshooting, Risk Management, Business Analysis, CRM, Business Requirements, Analytics, Customer Service, Banking, Employee Benefits, Analysis, Program Management, Relationship Management, Change Management, Business Process..., PMO, Project Portfolio..., Requirements Gathering, Business Process, Visio, Outsourcing
Education
Bergen Community College
Associates of Science, Business
Penn State University
Organizational Leadership
Joshua McGinn, CEP's BNY Mellon Shareowner Services Experience July 2007 - January 2012
Job Senior Vice President, Western Region Relationship Management at American Stock Transfer & Trust
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC April 2012 - Present
Computershare Shareowner Services January 2012 - April 2012
BNY Mellon Shareowner Services July 2007 - January 2012
Computershare/EquiServe October 1987 - July 2007
Skills
IPO, Program Management, Mergers, Investor Relations, Corporate Governance, Mergers & Acquisitions, Asset Management, Hedge Funds, Securities, Corporate Law, Management, Relationship Management, Financial Services, Due Diligence, Risk Management, Capital Markets, Start-ups, Strategic Partnerships, Mutual Funds, Investments, Private Equity, Corporate Finance
Education
Boston University Questrom School of Business 1990 — 1993
MBA, Finance
Boston University Questrom School of Business 1983 — 1987
BSBA, General Business
American Stock Transfer & Trust Co LLC April 2012 - Present
Computershare Shareowner Services January 2012 - April 2012
BNY Mellon Shareowner Services July 2007 - January 2012
Computershare/EquiServe October 1987 - July 2007
Skills
IPO, Program Management, Mergers, Investor Relations, Corporate Governance, Mergers & Acquisitions, Asset Management, Hedge Funds, Securities, Corporate Law, Management, Relationship Management, Financial Services, Due Diligence, Risk Management, Capital Markets, Start-ups, Strategic Partnerships, Mutual Funds, Investments, Private Equity, Corporate Finance
Education
Boston University Questrom School of Business 1990 — 1993
MBA, Finance
Boston University Questrom School of Business 1983 — 1987
BSBA, General Business
Colosso Craig's BNY Mellon Shareowner Services Experience January 1999 - January 2003
Job Vice President, Product Manager American Stock Transfer & Trust Co LLC
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC October 2012 - Present
Computershare Shareowner Services (BNYMellon) February 2007 - February 2012
BNYMellon Shareowner Services January 2006 - February 2007
BNYMellon Shareowner Services January 2003 - January 2006
BNY Mellon Shareowner Services January 1999 - January 2003
BNY Mellon November 1996 - November 1997
BNY Mellon November 1996 - November 1997
BNY Mellon May 1995 - November 1996
Skills
Project Management, Financial Analysis, Product Management, Financial Services, Business Analysis, Operations Management, Team Building, Equities, Process Improvement, Six Sigma, Continuous Process..., Forecasting, Account Management, Budget Reconciliation, Team Management, Product Development, Vendor Management, Relationship Management, Securities, Mergers & Acquisitions, Risk Management, Corporate Actions
Education
New Jersey Institute of Technology 1995 — 2000
Master of Science (M.S.), Management
New Jersey Institute of Technology 1990 — 1995
Bachelor of Science (B.S.), Management
American Stock Transfer & Trust Co LLC October 2012 - Present
Computershare Shareowner Services (BNYMellon) February 2007 - February 2012
BNYMellon Shareowner Services January 2006 - February 2007
BNYMellon Shareowner Services January 2003 - January 2006
BNY Mellon Shareowner Services January 1999 - January 2003
BNY Mellon November 1996 - November 1997
BNY Mellon November 1996 - November 1997
BNY Mellon May 1995 - November 1996
Skills
Project Management, Financial Analysis, Product Management, Financial Services, Business Analysis, Operations Management, Team Building, Equities, Process Improvement, Six Sigma, Continuous Process..., Forecasting, Account Management, Budget Reconciliation, Team Management, Product Development, Vendor Management, Relationship Management, Securities, Mergers & Acquisitions, Risk Management, Corporate Actions
Education
New Jersey Institute of Technology 1995 — 2000
Master of Science (M.S.), Management
New Jersey Institute of Technology 1990 — 1995
Bachelor of Science (B.S.), Management
Suvekshya Bhattarai's BNY Mellon Shareowner Services Experience December 2003 - December 2011
Job VP, Relationship Manager at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
The Bank of New York Mellon 2004 - Present
BNY Mellon Shareowner Services December 2003 - December 2011
Education
University of Colorado at Denver 1996 — 2000
Computershare January 2012 - Present
The Bank of New York Mellon 2004 - Present
BNY Mellon Shareowner Services December 2003 - December 2011
Education
University of Colorado at Denver 1996 — 2000
Stacy Ramos's BNY Mellon Shareowner Services Experience May 1989 - Present
Job VP ESPS Product Management, BNY Mellon Shareowner Services
Industry Financial Services
Experience
BNY Mellon Shareowner Services May 1989 - Present
Education
University of Maryland College Park 1984 — 1988
BNY Mellon Shareowner Services May 1989 - Present
Education
University of Maryland College Park 1984 — 1988
Ivy Rosario's BNY Mellon Shareowner Services Experience Sr. Administrative AssistantMellon Investor Services2002 - Present
Job Sr. Admin at BNY Mellon Shareowner Services
Industry Facilities Services
Experience
BNY Mellon Shareowner Services Sr. Administrative AssistantMellon Investor Services2002 - Present
Education
Saint Peter's University 1995 — 1997
BNY Mellon Shareowner Services Sr. Administrative AssistantMellon Investor Services2002 - Present
Education
Saint Peter's University 1995 — 1997
Joe Thatcher's BNY Mellon Shareowner Services Experience October 1996 - December 2011
Job Consultant Equity Administration at PRO Unlimited
Industry Financial Services
Experience
PRO Unlimited March 2015 - Present
Computershare January 2012 - October 2014
BNY Mellon Shareowner Services October 1996 - December 2011
Skills
Employee Stock Options, ESPP, Securities, Equities, Financial Services, Series 7, Banking, Relationship Management, Investments, Corporate Actions, Process Improvement, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Finance, Options, Risk Management, FINRA, Wealth Management, Investment Advisory, Credit, 401k, Mergers, French, Microsoft Excel, PowerPoint, Project Management, UltraEdit, Board of Directors, Team Leadership
Education
Hamilton College
Bachelor of Arts (B.A.), English Language and Literature, General
PRO Unlimited March 2015 - Present
Computershare January 2012 - October 2014
BNY Mellon Shareowner Services October 1996 - December 2011
Skills
Employee Stock Options, ESPP, Securities, Equities, Financial Services, Series 7, Banking, Relationship Management, Investments, Corporate Actions, Process Improvement, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Finance, Options, Risk Management, FINRA, Wealth Management, Investment Advisory, Credit, 401k, Mergers, French, Microsoft Excel, PowerPoint, Project Management, UltraEdit, Board of Directors, Team Leadership
Education
Hamilton College
Bachelor of Arts (B.A.), English Language and Literature, General
Jackson Kendra's BNY Mellon Shareowner Services Experience Assistant Vice President, PACS Service DeliveryMellon Investor Services2001 - Present
Job Assistant Vice President at BNY Mellon Shareowner Services
Industry Financial Services
Experience
BNY Mellon Shareowner Services Assistant Vice President, PACS Service DeliveryMellon Investor Services2001 - Present
Education
Rutgers University-New Brunswick 1988 — 1992
BNY Mellon Shareowner Services Assistant Vice President, PACS Service DeliveryMellon Investor Services2001 - Present
Education
Rutgers University-New Brunswick 1988 — 1992
Judy Hsu's BNY Mellon Shareowner Services Experience 1989 - Present
Job Vice President Senior Relationship Manager at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon Shareowner Services 1989 - Present
BNY Mellon, Shareowner Services January 2002 - December 2011
BNY Mellon July 2001 - December 2009
SunTrust Banks, Inc January 1997 - January 2002
SunTrust Banks Inc. July 1996 - July 2001
ChaseMellon Shareholder Services January 1995 - January 1997
GeoServe Corporate Trust Telecommunications Center January 1993 - January 1995
Chemical Bank January 1986 - January 1995
Manufacturers Hanover Trust January 1986 - January 1993
Skills
Training, Investor Relations, CRM, Securities, Customer Service, Team Leadership, Portfolio Management, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Accounting and Management
Bernard M. Baruch College
Bachelor of Business Administration
Computershare January 2012 - Present
BNY Mellon Shareowner Services 1989 - Present
BNY Mellon, Shareowner Services January 2002 - December 2011
BNY Mellon July 2001 - December 2009
SunTrust Banks, Inc January 1997 - January 2002
SunTrust Banks Inc. July 1996 - July 2001
ChaseMellon Shareholder Services January 1995 - January 1997
GeoServe Corporate Trust Telecommunications Center January 1993 - January 1995
Chemical Bank January 1986 - January 1995
Manufacturers Hanover Trust January 1986 - January 1993
Skills
Training, Investor Relations, CRM, Securities, Customer Service, Team Leadership, Portfolio Management, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Accounting and Management
Bernard M. Baruch College
Bachelor of Business Administration
Darrell Walsh's BNY Mellon Shareowner Services Experience July 2005 - December 2010
Job CFO at The Clearing House
Industry Financial Services
Experience
The Clearing House November 2010 - Present
BNY Mellon Shareowner Services July 2005 - December 2010
The Dreyfus Corporation 1994 - 2005
Ernst & Young 1989 - 1990
Skills
Securities, Financial Analysis, Risk Management, Mergers & Acquisitions, Cash Management, Financial Reporting, Capital Markets, Financial Services
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance, International Business
Boston College
BS, Accounting
The Clearing House November 2010 - Present
BNY Mellon Shareowner Services July 2005 - December 2010
The Dreyfus Corporation 1994 - 2005
Ernst & Young 1989 - 1990
Skills
Securities, Financial Analysis, Risk Management, Mergers & Acquisitions, Cash Management, Financial Reporting, Capital Markets, Financial Services
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance, International Business
Boston College
BS, Accounting
Osei-bonsu James's BNY Mellon Shareowner Services Experience July 2009 - January 2012
Job Performance GRC at PwC
Industry Management Consulting
Experience
PwC July 2014 - Present
Computershare Shareowner Services LLC January 2013 - July 2014
BNY Mellon Shareowner Services July 2009 - January 2012
Skills
Securities, Financial Analysis, Sarbanes-Oxley Act, OFAC, AML, Operational Risk..., Relationship Management, Equities, Asset Management, Portfolio Management, Securities Regulation, Fixed Income, Process Improvement, FINRA, Mergers & Acquisitions, Fraud, Private Equity, Hedge Funds, Mutual Funds, Corporate Governance, Options, Corporate Finance, Operational Risk, Series 7, Risk Management, Financial Services, Investment Banking, Capital Markets, Investments, USA PATRIOT Act, Series 24, Financial Risk, KYC, Derivatives, Banking, Corporate Actions, FX Options, Bloomberg, Financial Markets, Structured Finance, Bank Secrecy Act, Finance, Transfer Agency, Investment Advisory, Enterprise Risk..., Analysis, Financial Regulation, Valuation, Emerging Markets, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
Kwame Nkrumah' University of Science and Technology, Kumasi 1991 — 1994
Computer Science (Data Programming)
Kwame Nkrumah' University of Science and Technology, Kumasi 1991 — 1994
Data Programming
St. Augustine's College 1982 — 1987
PwC July 2014 - Present
Computershare Shareowner Services LLC January 2013 - July 2014
BNY Mellon Shareowner Services July 2009 - January 2012
Skills
Securities, Financial Analysis, Sarbanes-Oxley Act, OFAC, AML, Operational Risk..., Relationship Management, Equities, Asset Management, Portfolio Management, Securities Regulation, Fixed Income, Process Improvement, FINRA, Mergers & Acquisitions, Fraud, Private Equity, Hedge Funds, Mutual Funds, Corporate Governance, Options, Corporate Finance, Operational Risk, Series 7, Risk Management, Financial Services, Investment Banking, Capital Markets, Investments, USA PATRIOT Act, Series 24, Financial Risk, KYC, Derivatives, Banking, Corporate Actions, FX Options, Bloomberg, Financial Markets, Structured Finance, Bank Secrecy Act, Finance, Transfer Agency, Investment Advisory, Enterprise Risk..., Analysis, Financial Regulation, Valuation, Emerging Markets, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
Kwame Nkrumah' University of Science and Technology, Kumasi 1991 — 1994
Computer Science (Data Programming)
Kwame Nkrumah' University of Science and Technology, Kumasi 1991 — 1994
Data Programming
St. Augustine's College 1982 — 1987
Lynore LeConche's BNY Mellon Shareowner Services Experience 1987 - August 2012
Job Senior Client Relationship Manager at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon Shareowner Services 1987 - August 2012
Connecticut Bank and Trust Company June 1987 - June 1988
Skills
Outstanding Customer..., Banking, Business Management, New Business Development, Problem Solving, Process Improvement, Account Management, Administration, Business Planning, Troubleshooting, Team Building, Innovation, Team Leadership, Contract Negotiation, Customer Relations
Education
Babson College 1983 — 1987
BS, Economics, Business Management
Computershare January 2012 - Present
BNY Mellon Shareowner Services 1987 - August 2012
Connecticut Bank and Trust Company June 1987 - June 1988
Skills
Outstanding Customer..., Banking, Business Management, New Business Development, Problem Solving, Process Improvement, Account Management, Administration, Business Planning, Troubleshooting, Team Building, Innovation, Team Leadership, Contract Negotiation, Customer Relations
Education
Babson College 1983 — 1987
BS, Economics, Business Management
Sajoo Samuel's BNY Mellon Shareowner Services Experience January 2004 - June 2008
Job Sr. Vice President at Computershare
Industry Financial Services
Experience
Computershare June 2008 - Present
BNY Mellon Shareowner Services January 2004 - June 2008
EquiServe 1998 - 2004
Skills
Restricted Stock, Securities, Equities, Mutual Funds, Options, Investor Relations, Financial Services, Investments, IPO, Mergers, Valuation, Enterprise Risk..., Mergers & Acquisitions, Business Analysis, Risk Management, Financial Risk, Investment Banking, Due Diligence, Corporate Finance, Corporate Actions, Restructuring, Banking, Private Equity, Corporate Governance, Proxy Voting
Education
Queens College 1982 — 1984
Master of Arts (M.A.), Physics
University of Pune 1980 — 1982
Master of Science (M.Sc.), Physics
Computershare June 2008 - Present
BNY Mellon Shareowner Services January 2004 - June 2008
EquiServe 1998 - 2004
Skills
Restricted Stock, Securities, Equities, Mutual Funds, Options, Investor Relations, Financial Services, Investments, IPO, Mergers, Valuation, Enterprise Risk..., Mergers & Acquisitions, Business Analysis, Risk Management, Financial Risk, Investment Banking, Due Diligence, Corporate Finance, Corporate Actions, Restructuring, Banking, Private Equity, Corporate Governance, Proxy Voting
Education
Queens College 1982 — 1984
Master of Arts (M.A.), Physics
University of Pune 1980 — 1982
Master of Science (M.Sc.), Physics
Demesha Herron's BNY Mellon Shareowner Services Experience December 2006 - December 2009
Job at Mellon Investor Services
Industry Financial Services
Experience
BNY Mellon Shareowner Services December 2006 - December 2009
ACS May 2005 - May 2006
Mellon Investor Services 2004 - 2005
Mellon Investor Services July 1998 - 2004
Mellon Investor Services 2003 - 2003
Mellon Investor Services September 1995 - July 1998
Education
Thomas Edison State College 2006 — 2007
Business
New Jersey Institute of Technology 1989 — 1993
MIS
BNY Mellon Shareowner Services December 2006 - December 2009
ACS May 2005 - May 2006
Mellon Investor Services 2004 - 2005
Mellon Investor Services July 1998 - 2004
Mellon Investor Services 2003 - 2003
Mellon Investor Services September 1995 - July 1998
Education
Thomas Edison State College 2006 — 2007
Business
New Jersey Institute of Technology 1989 — 1993
MIS
Paul Eckmann's BNY Mellon Shareowner Services Experience 1993 - 2005
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
Paul Hurler's BNY Mellon Shareowner Services Experience August 2010 - June 2012
Job Senior Project Manager
Industry Financial Services
Experience
Computershare September 2014 - Present
E*TRADE Financial June 2012 - September 2014
BNY Mellon Shareowner Services August 2010 - June 2012
BNY Mellon Shareowner Services April 2000 - August 2010
MetLife December 1993 - April 2000
Mutual Benefit Life May 1989 - December 1993
Skills
Equities, Options, Completed CEP Level 1 &..., LOMA 1 & 2, 401k, Defined Benefit, Employee Stock Purchase..., 403b, Project Management, Financial Services, Employee Stock Options, Restricted Stock, ESPP, Product Management, Technical Sales..., New Business Development, Management, Finance, Investments, Business Analysis, Relationship Management, Securities, Series 7, Series 63, Mutual Funds, Corporate Actions, FINRA, 403 b, Alternative Investments, Business Development, Equity Compensation, Wealth Management, Project Implementation
Education
Rutgers, The State University of New Jersey-Newark
B.A.
Computershare September 2014 - Present
E*TRADE Financial June 2012 - September 2014
BNY Mellon Shareowner Services August 2010 - June 2012
BNY Mellon Shareowner Services April 2000 - August 2010
MetLife December 1993 - April 2000
Mutual Benefit Life May 1989 - December 1993
Skills
Equities, Options, Completed CEP Level 1 &..., LOMA 1 & 2, 401k, Defined Benefit, Employee Stock Purchase..., 403b, Project Management, Financial Services, Employee Stock Options, Restricted Stock, ESPP, Product Management, Technical Sales..., New Business Development, Management, Finance, Investments, Business Analysis, Relationship Management, Securities, Series 7, Series 63, Mutual Funds, Corporate Actions, FINRA, 403 b, Alternative Investments, Business Development, Equity Compensation, Wealth Management, Project Implementation
Education
Rutgers, The State University of New Jersey-Newark
B.A.
Don Ekback's BNY Mellon Shareowner Services Experience March 1999 - September 2002
Job Senior WorkFlow Analyst at Computershare, Shareholder Relations Representative
Industry Financial Services
Experience
JPMorgan Chase & Co 2013 - 2014
JPMorgan Chase & Co 2013 - 2014
Computershare (formerly BNY Mellon Shareowner Services) September 2002 - June 2013
Computershare March 1999 - June 2013
BNY Mellon Shareowner Services March 1999 - September 2002
Westchester DDSO October 1980 - August 1991
Skills
SDLC, Process Improvement, Call Center, Securities, Banking, Business Analysis, Relationship Management, Vendor Management, Microsoft Excel, Quality Assurance, Team Leadership, Access, Microsoft Word, Customer Service, Performance Management, Project Management, PMO, Management, Mutual Funds, Risk Management, Coaching, Call Centers, Analysis, Software Documentation, Data Analysis, Business Process..., Requirements Gathering, Visio, CRM, Training, Corporate Actions, Program Management, SharePoint, Requirements Analysis, Business Process, Leadership, Financial Services, IT Strategy, Change Management, MS Project, Financial Analysis, Portfolio Management
Education
Nyack College 1976 — 1978
Bachelor of Science (B.S.)
Rockland Community College 1974 — 1977
none, Computer Science
JPMorgan Chase & Co 2013 - 2014
JPMorgan Chase & Co 2013 - 2014
Computershare (formerly BNY Mellon Shareowner Services) September 2002 - June 2013
Computershare March 1999 - June 2013
BNY Mellon Shareowner Services March 1999 - September 2002
Westchester DDSO October 1980 - August 1991
Skills
SDLC, Process Improvement, Call Center, Securities, Banking, Business Analysis, Relationship Management, Vendor Management, Microsoft Excel, Quality Assurance, Team Leadership, Access, Microsoft Word, Customer Service, Performance Management, Project Management, PMO, Management, Mutual Funds, Risk Management, Coaching, Call Centers, Analysis, Software Documentation, Data Analysis, Business Process..., Requirements Gathering, Visio, CRM, Training, Corporate Actions, Program Management, SharePoint, Requirements Analysis, Business Process, Leadership, Financial Services, IT Strategy, Change Management, MS Project, Financial Analysis, Portfolio Management
Education
Nyack College 1976 — 1978
Bachelor of Science (B.S.)
Rockland Community College 1974 — 1977
none, Computer Science
Dan DeWeever's BNY Mellon Shareowner Services Experience 1997 - Present
Job Product Director at Computershare
Industry Financial Services
Experience
BNY Mellon Vice PresidentComputershareAugust 1997 - Present
Bank of New York Mellon 1997 - Present
BNY Mellon Shareowner Services 1997 - Present
Skills
Corporate Actions, Equities, Securities, Financial Services, Transfer Agency, Investor Relations, Hedge Funds, Banking, Relationship Management, Fixed Income, Capital Markets, Trading, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Series 7, IPO, Financial Markets, Series 63, Options, Investments, Back Office, Asset Management, Structured Finance, Investment Banking, Valuation, FINRA, Alternative Investments, CRM, Derivatives, Bloomberg, Series 24, Middle Office, Portfolio Management, Financial Risk, Risk Management
Education
Kean University 1979 — 1984
BS, Econonics
BNY Mellon Vice PresidentComputershareAugust 1997 - Present
Bank of New York Mellon 1997 - Present
BNY Mellon Shareowner Services 1997 - Present
Skills
Corporate Actions, Equities, Securities, Financial Services, Transfer Agency, Investor Relations, Hedge Funds, Banking, Relationship Management, Fixed Income, Capital Markets, Trading, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Series 7, IPO, Financial Markets, Series 63, Options, Investments, Back Office, Asset Management, Structured Finance, Investment Banking, Valuation, FINRA, Alternative Investments, CRM, Derivatives, Bloomberg, Series 24, Middle Office, Portfolio Management, Financial Risk, Risk Management
Education
Kean University 1979 — 1984
BS, Econonics
Ron Schneider's BNY Mellon Shareowner Services Experience 2000 - February 2010
Job Director of Corporate Governance Services, RR Donnelley Global Capital Markets
Industry Information Services
Experience
RR Donnelley Global Capital Markets April 2013 - Present
Phoenix Advisory Partners, LLC July 2010 - Present
BNY Mellon Shareowner Services 2000 - February 2010
Georgeson Shareholder 1985 - 1992
Skills
Investor Relations, Corporate Governance, Mergers, IPO, Executive Pay, Securities Regulation, Financial Services, Corporate Actions, Governance, Securities, Management, Financial Risk, Mergers & Acquisitions, Executive Management, Asset Management, M&A experience, Fixed Income, Proxy Contests, Capital Markets, Emerging Markets, Investments, Private Equity, Restructuring, Due Diligence, Mutual Funds, Alternative Investments, Risk Management, Acquisitions, Investment Banking, Venture Capital, SEC, Trading
Education
Princeton University 1974 — 1978
Bachelor of Arts, Economics
Ridgewood High School 1970 — 1973
RR Donnelley Global Capital Markets April 2013 - Present
Phoenix Advisory Partners, LLC July 2010 - Present
BNY Mellon Shareowner Services 2000 - February 2010
Georgeson Shareholder 1985 - 1992
Skills
Investor Relations, Corporate Governance, Mergers, IPO, Executive Pay, Securities Regulation, Financial Services, Corporate Actions, Governance, Securities, Management, Financial Risk, Mergers & Acquisitions, Executive Management, Asset Management, M&A experience, Fixed Income, Proxy Contests, Capital Markets, Emerging Markets, Investments, Private Equity, Restructuring, Due Diligence, Mutual Funds, Alternative Investments, Risk Management, Acquisitions, Investment Banking, Venture Capital, SEC, Trading
Education
Princeton University 1974 — 1978
Bachelor of Arts, Economics
Ridgewood High School 1970 — 1973
John F. Callahan's BNY Mellon Shareowner Services Experience October 1999 - January 2002
Job Tutor at C2 Education
Industry Primary/Secondary Education
Experience
C2 Education January 2013 - Present
Professional Service Group of New Brunswick January 2011 - May 2012
Norman Jay Politziner, CFP, and NJP Associates August 2002 - December 2010
BNY Mellon Shareowner Services October 1999 - January 2002
Skills
Customer Service, Microsoft Office, PowerPoint, Access, Outlook, Office Management, Creating insurance..., Research, Writing, Editing, Proofreading, Public Speaking, Training, Teaching Writing, Teaching English as a..., Translating Russian..., Microsoft Word, Microsoft Excel, Event Planning, Sales, Analysis, Leadership, Team Leadership, Insurance, English, Teamwork, Team Building, Teaching
Education
Rutgers University School of Communications and Information, New Brunswick NJ
Library & Information Science
Cornell University
Slavic Studies
Colgate University
BA cum laude, Russian Studies/Russian Literature
C2 Education January 2013 - Present
Professional Service Group of New Brunswick January 2011 - May 2012
Norman Jay Politziner, CFP, and NJP Associates August 2002 - December 2010
BNY Mellon Shareowner Services October 1999 - January 2002
Skills
Customer Service, Microsoft Office, PowerPoint, Access, Outlook, Office Management, Creating insurance..., Research, Writing, Editing, Proofreading, Public Speaking, Training, Teaching Writing, Teaching English as a..., Translating Russian..., Microsoft Word, Microsoft Excel, Event Planning, Sales, Analysis, Leadership, Team Leadership, Insurance, English, Teamwork, Team Building, Teaching
Education
Rutgers University School of Communications and Information, New Brunswick NJ
Library & Information Science
Cornell University
Slavic Studies
Colgate University
BA cum laude, Russian Studies/Russian Literature
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY