BNY Mellon Wealth Management

Industry: Company

Description

CEO: Catherine M. Keating Chief investment officer: Leo P. Grohowski Founded: 1869 Executive director: Eileen Foley (Family Office) Parent organization: BNY Mellon Asset Management International Subsidiaries: FOUNDERS ASSET MANAGEMENT LLC, Atherton Lane Advisers, LLC

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BNY Mellon Wealth Management Employees

Employee
Years
Job
Industry
Bill Liang Bill Liang Greater Los Angeles Area Details
Bill Liang's BNY Mellon Wealth Management Experience January 2013 - September 2014
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  September 2014 - Present
BNY Mellon Wealth Management   January 2013 - September 2014
Union Bank  May 2012 - August 2012
Venture Strategies Innovations  April 2009 - June 2011
Lance, Soll & Lunghard, LLP   July 2007 - October 2008

Skills
Financial Modeling, Finance, Valuation, Financial Analysis, Investments, Microsoft Excel, Wealth Management, Portfolio Management, Bloomberg, Relationship Management, CPA, Tax, Securities, Fixed Income

Education
Loyola Marymount University   2011 — 2012
MBA, Finance

California State Polytechnic University-Pomona
B.S., Accounting

Geraldine Baez Geraldine Baez Boston, Massachusetts Details
Geraldine Baez's BNY Mellon Wealth Management Experience July 2013 - Present
Job Mutual funds custody intern at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   July 2013 - Present
Metro cafe   July 2011 - February 2013
Forever 21  July 2009 - February 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Java, Accounting

Education
Cambridge College   2013 — 2014

Year Up   2013 — 2014
Finance and Financial Management Services

English High School   2005 — 2009
High School diploma

Nevin Murkley Nevin Murkley Philadelphia, Pennsylvania Details
Nevin Murkley's BNY Mellon Wealth Management Experience March 2015 - Present
Job Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   March 2015 - Present
BNY Mellon Wealth Management   July 2011 - March 2015
Creative Financial Group  April 2009 - July 2011
Hood Law Firm  May 2008 - December 2008

Skills
Italian, Investments, Asset Management, Equities, Marketing, Mutual Funds, Securities, Wealth Management, Bloomberg, Fixed Income

Education
Clemson University   2004 — 2008
BA, Political Science, Communications and Italian Language

Rosemarie Withee Rosemarie Withee Seattle, Washington Details
Rosemarie Withee's BNY Mellon Wealth Management Experience July 2010 - July 2013
Job Product Owner at Portal Integrators
Industry Information Technology and Services
Experience
Portal Integrators   August 2013 - Present
BNY Mellon Wealth Management   July 2010 - July 2013
BNY Mellon Wealth Management   September 2008 - June 2010
BNY Mellon Wealth Management   March 2006 - September 2008

Skills
Certified Scrum Master..., Certified Product Owner, Investment..., Scrum, Management, Marketing, Fixed Income, Microsoft Excel, Investment Analysis, Business Analysis, WordPress, SharePoint, Personal Trust..., Sales Process, SEO, Google Analytics, Webmaster Services, Google Webmaster Tools, Food Photography, Financial Analysis, Sales, Wealth Management, InDesign, Photoshop, Lightroom, Investments, User Experience, User-centered Design, Storytelling

Education
San Francisco State University   2003 — 2006
Master's degree, Economics

University of California, Berkeley-Extension   2000 — 2000
Certificate, Marketing

De La Salle University   1995 — 2000
Bachelor of Commerce (BCom), Marketing

De La Salle University   1995 — 2000
Bachelor of Arts (BA), Economics

General Assembly
Short Program on HTML/CSS, Computer Programming

St. Paul College of Pasig

St. Paul College of Pasig

Victoria Sotomayor Victoria Sotomayor Greater Los Angeles Area Details
Victoria Sotomayor's BNY Mellon Wealth Management Experience October 2013 - December 2014
Job Manager, Honored Guest Program at Special Olympics World Games Los Angeles 2015
Industry Financial Services
Experience
Special Olympics World Games Los Angeles 2015  January 2015 - August 2015
BNY Mellon Wealth Management   October 2013 - December 2014
California Art Club   January 2012 - September 2013
Skirball Cultural Center  April 2011 - January 2012
The Huntington Library, Art Collections, and Botanical Gardens   June 2010 - August 2010
First Boston Realty International   April 2009 - August 2009

Skills
Museums, Art Education, Art Exhibitions, Museum Education, Art, Curating, Museum Collections, Arts Administration, History, Nonprofits, Management, Volunteer Management, Volunteer Recruiting, Volunteer Training

Education
Boston College   2007 — 2011
Bachelor of Arts, Art History, Philosophy

Casey Russo Casey Russo New York, New York Details
Casey Russo's BNY Mellon Wealth Management Experience August 2014 - Present
Job Sales Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   August 2014 - Present
Cornerstone: The Center for Advanced Learning   January 2013 - May 2014
Three Jane by Katie Schloss  April 2012 - May 2014
Washington University in St. Louis  January 2012 - May 2014
Scratch Music Group  May 2013 - July 2013
Washington University in St. Louis Olin Library   January 2012 - December 2012
Stavros Niarchos Foundation   July 2012 - August 2012
The Stavros Niarchos Foundation   June 2011 - July 2011

Skills
Research, SPSS, PowerPoint, Community Outreach, Microsoft Office, Spanish, Social Media, Microsoft Excel, Facebook, Microsoft Word, Public Speaking, Fundraising, Nonprofits, Editing

Education
Washington University in St. Louis   2011 — 2014
Bachelor's Degree, Psychology; Minors: Spanish, Public Health

Bucknell University   2010 — 2011
Psychology

Scarsdale High School   2006 — 2010
Diploma

Drew Maldonado Drew Maldonado Greater New York City Area Details
Drew Maldonado's BNY Mellon Wealth Management Experience October 2013 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   October 2013 - Present
Merrill Lynch &Co., Global Wealth & Retirement Solutions   January 2006 - January 2013
Fidelity Institutional Brokerage Group   January 1996 - January 2005
Pershing Trading Company, LP   January 1995 - August 1996
Kidder, Peabody & Co   January 1987 - January 1995

Skills
Equities, Relationship Management, Series 7, Wealth Management, Financial Advisory, Team Building, Series 24, Series 63, Hedge Funds, Securities, Alternative Investments, Equity Trading, Leadership, Business Strategy, Sales Presentations, Client Development, Managing Business Growth, Connecting People, Asset Management, FINRA, OTC, Asset Allocation, Business Integration, Series 55, ETFs

Education
Boston College
Bachelor of Arts, Economics

Delbarton High School

Brad Heagy, CFP® Brad Heagy, CFP® Greater Pittsburgh Area Details
Brad Heagy, CFP®'s BNY Mellon Wealth Management Experience January 2011 - Present
Job Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   January 2011 - Present
PNC  August 2009 - January 2011
The Bank of New York Mellon  January 2007 - August 2009
Driscoll Financial   January 2006 - January 2007

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Insurance, Income Tax, College Education..., College Savings Plans, Trusts, Budgets, Portfolio Management, Social Security, 401k, 403b, 529 Plans, Microsoft Excel, Wealth Management..., Asset Allocation

Education
College for Financial Planning   2011 — 2012
CFP®, CERTIFIED FINANCIAL PLANNER PROFESSIONAL

College for Financial Planning   2011 — 2011
RP®, REGISTERED PARAPLANNER, Financial Planning

California University of Pennsylvania
B.S., Business Finance

Conor Meehan Conor Meehan Greater Los Angeles Area Details
Conor Meehan's BNY Mellon Wealth Management Experience March 2012 - Present
Job BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   March 2012 - Present
Wall Street Prep  September 2011 - September 2011

Skills
Financial Modeling, Program Management, Financial Analysis, Valuation, Research, Investments, Microsoft Excel, Equities, Social Media, Public Speaking, Leadership, PowerPoint, Due Diligence, Asset Management, Bloomberg, Alternative Investments

Education
Amherst College   2007 — 2011
Bachelor of Arts, English

Choate Rosemary Hall   2003 — 2007

Larry Miles Larry Miles Greater Los Angeles Area Details
Larry Miles's BNY Mellon Wealth Management Experience 2011 - 2015
Job Principal at AdvicePeriod
Industry Financial Services
Experience
AdvicePeriod   2015 - Present
BNY Mellon Wealth Management   2011 - 2015
Convergent Wealth Advisors  2000 - 2011

Skills
Wealth Management, Estate Planning, Investments, Alternative Investments

Education
London School of Economics and Political Science   2000 — 2001
MSc, Economics

Amherst College   1996 — 2000
BA, English & History

Joe Fernandez, CFP® Joe Fernandez, CFP® Miami/Fort Lauderdale Area Details
Joe Fernandez, CFP®'s BNY Mellon Wealth Management Experience December 2013 - Present
Job
Industry Investment Management
Experience
BNY Mellon Wealth Management   December 2013 - Present
BNY Mellon Wealth Management   June 2013 - December 2013
BNY Mellon Wealth Management   August 2008 - June 2013
BNY Mellon Wealth Management (fka Mellon Private Wealth Management)   January 2004 - August 2008
BNY Mellon Wealth Management (fka Mellon Private Wealth Management)   September 1998 - January 2004
BNY Mellon Wealth Management (fka Mellon Private Wealth Management)   May 1997 - September 1998
Ganz Capital Management   November 1992 - May 1997

Skills
Wealth Management, Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management..., Asset Management, Investment Management, Hedge Funds, Estate Planning, Equities, Series 7, Asset Managment, Fixed Income, Due Diligence, Financial Services, Financial Advisory, Private Banking, Private Equity, Wealth, Mergers & Acquisitions, Portfolio Optimization, Strategic Financial..., Structured Products, Investments, Banking, Family Office, Financial Analysis, Fund Of Funds, Retirement Planning, Financial Structuring, Valuation, Wealth Transfer Planning, Comprehensive Wealth..., Non-profits, Investment Strategies, Managerial Finance, Trust Services, Securities, Capital Markets, Strategy, Financial Modeling, Mutual Funds, Investment Advisory, High Net Worth..., Private Wealth..., Wealth Transfer, Financial Planning, Portfolio Strategy, Financial Management, New Business Development

Education
Barry University
BS

Florida State University - College of Business   2007 — 2007
Certificate

Harvard Business School   2009 — 2009

Christopher Columbus HS   1982 — 1985
High School

Kristie Duenes Kristie Duenes Greater Los Angeles Area Details
Kristie Duenes's BNY Mellon Wealth Management Experience 2009 - 2011
Job Global Client Management, Platinum Client Group at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  September 2014 - Present
BNY Mellon  June 2011 - September 2014
BNY Mellon Wealth Management   2009 - 2011
BNY Mellon  July 2007 - 2009

Skills
Investment Management, Estate Planning, Private Banking, Wealth Management..., Wealth, Strategic Financial..., Lead Generation, Management, Financial Advisory, Investment Advisory, Alternative Investments, Asset Allocation, Sales, Series 7, Training

Education
CSUN   2003 — 2007
Bachelor of Applied Science (BASc), Business Administration in Marketing, Minor in Finance

Taiya Thompson, CFP®, RLP® Taiya Thompson, CFP®, RLP® Las Vegas, Nevada Area Details
Taiya Thompson, CFP®, RLP®'s BNY Mellon Wealth Management Experience April 2015 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   April 2015 - Present
Gentry Wealth Management   February 2012 - April 2015
Down Syndrome Organization of Southern NV   April 2010 - April 2013
Fidelity Investments  January 1998 - February 2012

Skills
Certified Financial..., Financial Life Planning, Wealth Management, Wealth Preservation..., Estate Planning, Wealth Transfer, Asset Protection, Retirement Planning, Insurance Planning, Fixed Income Products, Mutual Funds, Insurance, Investments, Series 7, Series 63, Series 65, Insurance Licenses, Investment Strategies, Portfolio Management, Wealth Management..., Income Protection, Personal Finance, Retirement, Asset Allocation

Education
California State University-Northridge

Kaplan CFP Program

Laureate Center for Wealth Advisors

Utah State University

K. Justin Angelo K. Justin Angelo Pittsburgh, Pennsylvania Details
K. Justin Angelo's BNY Mellon Wealth Management Experience April 2013 - Present
Job Financial Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   April 2013 - Present

Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop, Financial Analysis, Accounting, Java, Banking, Teaching, Forecasting, KPI Dashboards, Training

Education
Carnegie Mellon University

Nicholas Comegna Nicholas Comegna Pittsburgh, Pennsylvania Details
Nicholas Comegna's BNY Mellon Wealth Management Experience August 2015 - Present
Job Court Accounting Team Leader at BNY Mellon Wealth Management
Industry Investment Banking
Experience
BNY Mellon Wealth Management   August 2015 - Present
BNY Mellon Wealth Management   July 2014 - Present
BNY Mellon Wealth Management   February 2012 - July 2014
CSUN  June 2010 - November 2010
California State University, Northridge  May 2009 - May 2010
California State University, Northridge  June 2007 - May 2009
California State University, Northridge  November 2005 - June 2007

Skills
Capacity Planning, Demand Planning, Production Planning, Quality Management, Process Flow, Data Analysis, Writing SOP/Guidelines, Leading Projects, MS Office Suite, Minitab, Writing, Microsoft Office, Management, Project Planning, Training, Project Management, Program Management, Customer Service

Education
California State University-Northridge   2005 — 2010
Bachelor, Supply Chain Management, 3.35 GPA

Andy Strauss Andy Strauss Greater New York City Area Details
Andy Strauss's BNY Mellon Wealth Management Experience 2010 - 2012
Job I help financial advisors mitigate investment risk
Industry Financial Services
Experience
Exceed Investments LLC   August 2014 - Present
JVB Financial Group, LLC  August 2013 - July 2014
SIP America   2012 - May 2013
BNY Mellon Wealth Management   2010 - 2012
Morgan Stanley Smith Barney  2009 - 2010
AllianceBernstein  2005 - 2009
BlackRock  2001 - 2005

Skills
Investments, Fixed Income, Alternative Investments, Series 63, Equities, Portfolio Management, Asset Management, Structured Products, Mutual Funds, Asset Allocation, Series 7, Finance, Bonds, Sales Management, FINRA, Risk Management, Hedge Funds, Wealth Management, Series 24, Securities, Financial Advisory, Financial Services, Financial Markets, Leadership, ETFs, Investment Management, Separately Managed..., Investment Strategies, Investment Advisory, Capital Markets, Business Development, Mergers & Acquisitions, New Business Development, Practice Management, Sales Presentations, Professional...

Education
Brown University
BA, Business Economics

Sparta High School

Michael Curran Michael Curran Greater Boston Area Details
Michael Curran's BNY Mellon Wealth Management Experience September 2000 - Present
Job Vice President, Senior Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   September 2000 - Present
MFS Investments  June 1999 - August 2000
MFS Investments  June 1998 - June 1999
Boston Stock Exchange  January 1987 - June 1998

Skills
Wealth Management, Private Banking, Asset Management, Wealth, Estate Planning, Investment Management, Equity Trading, Fiduciary, Wealth Management..., High Net Worth..., Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Strategic Financial..., Equities, Fixed Income, Asset Managment, Venture Capital, Securities, Trading, Mutual Funds, Retirement, 401k, Mortgage Lending, Financial Services, Investment Advisory, Bonds, Bloomberg, New Business Development, ETFs, Financial Planning

Education
New England School of Banking   2001 — 2002
Certificate

Babson College - Franklin W. Olin Graduate School of Business   1991 — 1995
MBA

University of Vermont   1982 — 1986
BS

St. John's Prep   1979 — 1982
High School

Michelle Pirro Michelle Pirro Greater Boston Area Details
Michelle Pirro's BNY Mellon Wealth Management Experience June 2014 - Present
Job Sales Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   June 2014 - Present
BNY Mellon Wealth Management   May 2010 - June 2014
State Street Bank  July 2009 - May 2010
Pax World Funds  September 2008 - December 2008
Ageless Dreamer Foundation, Non-Profit Organization   September 2008 - December 2008
TradeWinds Mechanical   April 2007 - August 2007

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2005 — 2009
B.S. Business Administration, Finance, Entrepreneurial Venture Creation

Bond University   2008 — 2008
Finance

University of New Hampshire

Russell Crocker Russell Crocker Greater New York City Area Details
Russell Crocker's BNY Mellon Wealth Management Experience July 2001 - Present
Job Senior Director Portfolio Management at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   July 2001 - Present
PNC Advisors  1997 - 2001
Coutts & Co. Private Bank   1995 - 1997

Skills
Investments, Hedge Funds, Portfolio Management, Asset Allocation, 401k, Series 7, Mutual Funds, Alternative Investments, Investment Advisory, Fixed Income, Investment Management, Wealth, Equities, Securities, Financial Services, Wealth Management..., Retirement, Bloomberg, Investment Strategies, Strategic Financial..., Asset Management, Wealth Management, Estate Planning, Series 63, Retirement Planning

Education
Bucknell University
Bachelor of Arts (BA), Economics

University of Michigan Business School
Master of Business Administration (MBA)

Philip Marcavitch Philip Marcavitch Greater Pittsburgh Area Details
Philip Marcavitch's BNY Mellon Wealth Management Experience March 2015 - Present
Job Trust Tax Liaison at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   March 2015 - Present
BNY Mellon Wealth Management   September 2006 - March 2015
Kuhleman Kollar and Associates CPAs   December 2005 - September 2006
Donnelly Boland and Associates  September 2003 - December 2005

Skills
Financial Analysis, Securities, Bloomberg, Financial Services, Bloomberg Terminal, Internal Controls, Valuation, Accounting, Finance, Account Reconciliation, Financial Reporting, Internal Audit, Business Process..., Change Management, Process Improvement, Sarbanes-Oxley Act, Tax, Variance Analysis, Auditing, Financial Statements, GAAP, Cash Flow, General Ledger, Corporate Actions, Business Analysis

Education
Duquesne University   2013 — 2016
Master of Science (MS), Management Information Systems, General

Duquesne University   2006 — 2009
Master of Business Administration (MBA), Finance and Supply Chain Management

Allegheny College   1999 — 2003
BA, Managerial Economics

Lynn Mazek, CFP® Lynn Mazek, CFP® South Park, Pennsylvania Details
Lynn Mazek, CFP®'s BNY Mellon Wealth Management Experience April 2007 - Present
Job Assistant Portfolio Officer at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   April 2007 - Present

Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Financial Services, Investment Strategies

Education
Bucknell University   2001 — 2005
Bachelor of Science (B.S.), Business Administration

Alex Raffol Alex Raffol Greater Boston Area Details
Alex Raffol's BNY Mellon Wealth Management Experience February 2014 - Present
Job BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   February 2014 - Present
Harvard University  August 2013 - January 2014
New England Patriots  June 2013 - August 2013
New England Patriots  May 2009 - August 2012
Boston College  June 2011 - July 2012

Skills
Wealth Management, Economics, Financial Planning, Business Development, Investment Management, Investments, Equities, Fixed Income, Statistics, Asset Allocation, Bloomberg Terminal, Asset Management, Wealth Forecasting, Risk Management, Life Insurance, Sales, Financial Analysis, Coaching, Market Research, Recruiting, Event Planning, Sports Management

Education
Trinity College-Hartford   2009 — 2013
Bachelor's Degree, Economics

The Roxbury Latin School   2003 — 2009

Boston University
Financial Planning

Matt Loeffler Matt Loeffler North Royalton, Ohio Details
Matt Loeffler's BNY Mellon Wealth Management Experience August 2006 - March 2012
Job Manager of Wealth Planning at Strategic Wealth Partners
Industry Investment Management
Experience
Strategic Wealth Partners  January 2014 - Present
Wealth Management Consultant   March 2012 - December 2013
BNY Mellon Wealth Management   August 2006 - March 2012
FIRST NATIONAL TRUST COMPANY   August 2004 - August 2006
National City Bank  July 2002 - August 2004
PNC Advisors  August 1996 - July 2002
Heritage Trust Company  March 1995 - August 1996
MELLON BANK, NA  June 1993 - March 1995

Skills
Asset Management, Leadership, Investments, Wealth Management, Strategic Financial..., Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Estate Planning, Financial Analysis, Banking, Equities, Securities, Loans, Investment Management, Due Diligence, Management, High Net Worth..., Series 63, Corporate Finance, Financial Advisory, Investment Strategies, 401k, Accounting, Retirement Planning, Mergers & Acquisitions, Finance, Relationship Management, Credit, Wealth, Wealth Management..., Insurance, Risk Management, Employee Benefits, Financial Services, Marketing, Small Business, Cash Management, Investment Advisory, Succession Planning, Retirement, Capital Markets, Financial Modeling, Life Insurance, Retirement Plan..., Certified Financial...

Education
Bucknell University   1988 — 1992
BSBA, Accounting

Bucknell University   1988 — 1992
Bachelor of Science, Business Administration

Cathedral Prep

Gary Luck, CFA Gary Luck, CFA Greater Boston Area Details
Gary Luck, CFA's BNY Mellon Wealth Management Experience 2004 - Present
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   2004 - Present
Brown Brothers Harriman  June 2000 - October 2004

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2004
MBA, Finance

Boston College   1995 — 1999
BA, Economics

Boston College High School   1991 — 1995
H.S., College Prep

Bob Storti Bob Storti Greater New York City Area Details
Bob Storti's BNY Mellon Wealth Management Experience 2007 - 2009
Job Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust  January 2012 - Present
City National Bank  2010 - January 2012
BNY Mellon Wealth Management   2007 - 2009
United States Trust Company  January 1998 - January 2007

Skills
Asset Managment, Wealth Management, Asset Management, Estate Planning, Alternative Investments, Asset Allocation, Risk Management, Loans, Banking, Leadership, Private Banking, Financial Analysis, Investments, Wealth Management..., Portfolio Management, Strategic Financial..., Securities, Equities, CRM, Investment Management, Mutual Funds, Financial Services, Series 7, Trusts, Relationship Management, Credit, Fixed Income, Commercial Lending

Education
St. John's University Law School   1990 — 1993
JD

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1982 — 1984
MBA, Finance

Bucknell University   1977 — 1981
BS, Chemical engineering

Tony DePasquale Tony DePasquale Las Vegas, Nevada Area Details
Tony DePasquale's BNY Mellon Wealth Management Experience February 2015 - Present
Job Vice President / Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   February 2015 - Present
Elysien Private Wealth & Real Property   January 2005 - Present
Merrill Lynch  January 2004 - January 2005
AXA Advisors LLC  June 2002 - January 2004
American Express  January 2000 - January 2002

Skills
Financial Solutions &..., Fiduciary, Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Financial Planners, Insurance, Securities, Wealth, Financial Services, Banking, Private Equity, Finance, Small Business, Business Development, Strategy, Mortgage Lending

Education
University of Tennessee at Martin   2014 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

University of Nevada-Las Vegas   2000 — 2002
BA, Marketing and Economic History

Citrus College   1998 — 2000
Associate of Arts, Behavioral Science

Sultana High School
High School Diploma

Neil Kotecha Neil Kotecha Greater New York City Area Details
Neil Kotecha's BNY Mellon Wealth Management Experience February 2007 - January 2013
Job Client Relationship Manager, Team Lead at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2015 - Present
BNY Mellon  January 2013 - June 2015
BNY Mellon Wealth Management   February 2007 - January 2013
LPL Financial  November 2004 - January 2007
Salem Five  October 2001 - November 2004

Skills
Hedge Funds, Alternative Investments, Investments, Bloomberg, Mutual Funds, Asset Allocation, Due Diligence, Investment Management, Wealth Management, Investment Banking, Fund Of Funds, Options, Financial Risk, Strategy, Hedging, Global Macro, Analysis, Series 7, Private Equity, Series 24, Investment Strategies, ETFs, FINRA, Separately Managed..., Portfolio Management, Fixed Income, Asset Management, Structured Products, Performance Attribution, Finance, Institutional...

Education
Boston University Graduate School of Management   1999 — 2001
MBA, Finance

Boston University   1995 — 1999
Dual Bachelors of Arts, Economics and International Relations

Clint Jones Clint Jones Madison, Wisconsin Area Details
Clint Jones's BNY Mellon Wealth Management Experience June 2014 - Present
Job at
Industry Investment Management
Experience
BNY Mellon Wealth Management   June 2014 - Present
Lord, Abbett & Co. LLC   March 2009 - June 2014

Education
St Mary's University College, Queen's University Belfast   2004 — 2004
International Business

University of Wisconsin-Platteville

Beth Hydovitz, M.S.Ed. Beth Hydovitz, M.S.Ed. Greater Pittsburgh Area Details
Beth Hydovitz, M.S.Ed.'s BNY Mellon Wealth Management Experience 2010 - 2014
Job Retired
Industry Professional Training & Coaching
Experience
Freelance Career, Technology, and Resume Coaching   May 2014 - Present
Congregation Dor Hadash   January 2015 - April 2015
BNY Mellon Wealth Management   2010 - 2014
BNY Mellon  2008 - 2010
BNY Mellon  2000 - 2008
Waynesburg College Graduate & Professional Studies Program   2002 - 2005
Mellon Financial Services  1994 - 2000
Alpha House Inc  1995 - 1996
Creative Living Center  1991 - 1994
CareerPro Resume Service   1988 - 1991

Skills
Communication, Training, Copywriting, Digital Copywriting, Technical Writing, Editing, Proofreading, Broadcast Journalism, Mental Health Counseling, Life Coaching, Staff Development, Management, Microsoft Office, Process Improvement, Microsoft Word, Microsoft Excel, PowerPoint, CRM Databases

Education
Duquesne University
Master's Degree, Counselor Education, Community Counseling Services, GPA 3.96

Chatham University
Bachelor's Degree, Communication

James Marks, CFP® James Marks, CFP® Pittsburgh, Pennsylvania Details
James Marks, CFP®'s BNY Mellon Wealth Management Experience July 2006 - April 2010
Job Private Wealth Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank  February 2011 - Present
Citizens Bank  May 2010 - February 2011
BNY Mellon Wealth Management   July 2006 - April 2010
BNY Mellon Wealth Management   March 2003 - June 2006

Skills
Certified Financial..., Private Banking, Investments, Relationship Management, Wealth Management, Retirement Planning, Financial Services, Loans, Consumer Lending, Residential Mortgages, Investment Advisory

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2003 — 2006
Master of Business Administration (MBA), Finance, General

Allegheny College   1998 — 2002
Bachelor of Arts (BA), Economics

Brock Bieber Brock Bieber Pittsburgh, Pennsylvania Details
Brock Bieber's BNY Mellon Wealth Management Experience April 2014 - Present
Job IT Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon Wealth Management   April 2014 - Present
RevSpring  June 2013 - August 2013
RevSpring  October 2010 - May 2013
RevSpring  October 2006 - October 2010
RevSpring  January 2005 - October 2006

Skills
Change Management, Employee Engagement, Training, Personal Development, Outsourcing, Vendor Management, Operations Management, Process Improvement, Team Management, Team Building, Business Analysis, CRM, Management, Team Leadership, Project Management

Education
California University of Pennsylvania   2000 — 2006
Bachelor of Science (B.S.), Graphic Communications Technology

Exeter Township Sr. High   1997 — 2000
Diploma, General Education

Martin O'Day Martin O'Day New York, New York Details
Martin O'Day's BNY Mellon Wealth Management Experience September 2009 - December 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2015 - Present
BNY Mellon  December 2013 - February 2015
BNY Mellon Wealth Management - Private Banking   December 2011 - December 2013
BNY Mellon Wealth Management   September 2009 - December 2011
City Realty Group  January 2006 - September 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2009
Bachelor's Degree, Finance, General

Comillas Pontifical University   2007 — 2008
Finance, International Business

Philip Tedeschi Philip Tedeschi Greater Boston Area Details
Philip Tedeschi's BNY Mellon Wealth Management Experience June 2006 - Present
Job Senior Director, BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   June 2006 - Present
Investor Bank & Trust   November 2004 - June 2006
CCC Alliance   July 2000 - October 2004
Mellon Financial  August 1987 - June 2000

Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Management, Wealth, Private Banking, Family Office, Investments, Portfolio Management, Equities, Asset Allocation, Financial Modeling

Education
New England School of Law   2000 — 2004
JD

Boston University   1988 — 1991
MBA

Fairfield University   1983 — 1987
BA, Economics

Jill Craft Jill Craft Hebron, Connecticut Details
Jill Craft's BNY Mellon Wealth Management Experience December 2014 - Present
Job Assistant Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Banking
Experience
BNY Mellon Wealth Management   December 2014 - Present
Bristol Hospital  April 2013 - Present
Back 9 Network   2012 - 2013

Skills
Event Management, Public Speaking, Research, Administrative..., Project Management, Operations Management, Fleet Management, Event Planning

Education
Centenary College

Daniel Hixon II Daniel Hixon II Dallas/Fort Worth Area Details
Daniel Hixon II's BNY Mellon Wealth Management Experience September 2015 - Present
Job Senior Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   September 2015 - Present
BNY Mellon Wealth Management   August 2014 - September 2015
SS&C GlobeOp  May 2013 - June 2014
Hedgemetrix LLC  July 2012 - May 2013
Eternal Threads   January 2008 - December 2010
Family Legacy Ministries   May 2007 - August 2008
Brady & Cole   May 2007 - August 2007

Skills
Financial Analysis, Leadership, Portfolio Management, Investments, Business Development, Financial Accounting, Finance, Accounting, Strategic Planning, New Business Development, Risk Management, Customer Service, Public Speaking, Microsoft Excel, Management, Cuddling

Education
Abilene Christian University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance

Paul LaHiff Paul LaHiff Greater New York City Area Details
Paul LaHiff's BNY Mellon Wealth Management Experience January 2014 - Present
Job Senior Lender at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management   January 2014 - Present
US Trust, Bank of America Wealth Management   April 2013 - December 2013
First Niagara Bank  September 2011 - April 2013
JPMorgan  February 2000 - July 2011
CIBC World Markets  September 1981 - December 1999

Education
Columbia University - Columbia Business School   1996 — 1997
MBA

Boston College   1976 — 1980
BA, Economics

J. Scott O'Donnell CFP, CRPC J. Scott O'Donnell CFP, CRPC Redding, Connecticut Details
J. Scott O'Donnell CFP, CRPC's BNY Mellon Wealth Management Experience 1995 - 2010
Job Consultant at Topstone Financial Consultants
Industry Financial Services
Experience
Topstone Financial Consultants   January 2011 - Present
BNY Mellon Wealth Management   1995 - 2010
The Putnam Trust Company of Greenwich   December 1985 - 1995

Skills
Wealth Management, Asset Allocation, Banking, Tax, Retirement Planning, Financial Advisory, Commercial Lending, Portfolio Management, Loans, Credit, Management, Finance, Asset Managment, Retirement, Investments, High Net Worth..., Financial Services, Mutual Funds, Asset Management, Private Banking, Securities

Education
Adelphi University
CFP, Financial Planning

Central Connecticut State University
BA, Business Administration

Christopher Eklund Christopher Eklund Greater Boston Area Details
Christopher Eklund's BNY Mellon Wealth Management Experience August 2006 - November 2009
Job
Industry Financial Services
Experience
Baystate Financial Services  January 2011 - Present
BNY Mellon Wealth Management   August 2006 - November 2009
BNY Mellon Wealth Management   August 2004 - July 2006
State Street Corporation  February 1999 - July 2004
Abercrombie & Fitch Co.   September 1996 - August 1998

Education
Boston University/Boston Institute of Finance   2009 — 2012
Certificate in Financial Planning

Boston University Questrom School of Business   2001 — 2003
Master of Science, Investment Management

Boston College   1992 — 1996
Bachelor of Arts, Economics and Sociology

St. Paul's School   1988 — 1992
High School

Henri Adams Henri Adams Greater New York City Area Details
Henri Adams's BNY Mellon Wealth Management Experience July 2014 - Present
Job Wealth Manager Fiduciary Specialist
Industry Banking
Experience
BNY Mellon Wealth Management   July 2014 - Present
Schulte Roth & Zabel LLP  November 2010 - September 2011

Skills
Legal Research, Civil Litigation

Education
City University of New York   2010 — 2012
Bachelor of Arts (B.A.), Sociology

Borough of Manhattan Community College   2009 — 2010
Associate's degree

Taylor Feery Taylor Feery Greater Boston Area Details
Taylor Feery's BNY Mellon Wealth Management Experience September 2014 - Present
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   September 2014 - Present
BNY Mellon Wealth Management   June 2013 - September 2014
BNY Mellon  May 2012 - May 2013
New York Life Insurance Company  October 2012 - April 2013
New York Life Insurance Company  December 2010 - June 2012

Skills
Recruiting, Sourcing, Leadership, Finance, Financial Services, Sales, Executive Search, Relationship Management, Project Management, Trend Researching, Asset Management, Wealth Management

Education
Bentley University   2009 — 2013
Bachelor of Science, Business Management Major, Law Minor, President’s List, Dean’s List

Rouen Business School   2011 — 2011
Semester Abroad

Dan Ronan Dan Ronan Greater Boston Area Details
Dan Ronan's BNY Mellon Wealth Management Experience May 2013 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   May 2013 - Present
BNY Mellon Wealth Management   April 2010 - April 2013
BNY Mellon Wealth Management   July 2008 - March 2010
Lehman Brothers  January 2007 - July 2008
Law Office of Daniel J. Moynihan   May 2005 - January 2007
Bernkopf Goodman LLP  September 2003 - November 2004
New Haven Knights   2001 - 2002
Fort Wayne Komets  1999 - 2001

Skills
Investment Management, Private Banking, Estate Planning, Investments, Wealth Management, High Net Worth..., Management, Portfolio Management, Securities, Strategic Financial..., Wealth, Wealth Management...

Education
Boston University School of Law   2002 — 2005
JD

Boston University   1995 — 1999
BS, cum laude, Public Relations

Belmont Hill School   1987 — 1994

Kerrie Carroll Kerrie Carroll Greater Boston Area Details
Kerrie Carroll's BNY Mellon Wealth Management Experience July 2015 - Present
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   July 2015 - Present
BNY Mellon Wealth Management   December 2013 - July 2015
BNY Mellon Wealth Management   October 2013 - December 2013
Putnam Investments  December 2012 - October 2013
MAX Ultimate Foods   January 2009 - October 2013
Town Sports International  April 2009 - August 2013
Independent Company  June 2008 - November 2012

Skills
Management, Access, Research, Event Management, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Social Networking, Business Valuation, Marketing, Customer Satisfaction, Strategic Communications, Team Building, Event Planning, Sales, Finance, Public Speaking

Education
Boston University
CFP

Boston College   2008 — 2012
Bachelor's degree, Management & Corporate Systems

Brookline High School   2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates

Grace L. Russak Grace L. Russak Greater Los Angeles Area Details
Grace L. Russak's BNY Mellon Wealth Management Experience 2012 - Present
Job Senior Director, BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   2012 - Present
Whittier Trust Company  January 1997 - August 2012
Christies  1994 - 1996
Butterfield and Butterfield   January 1992 - June 1994
Sothebys  August 1979 - February 1992

Skills
CTFA (Certified Trust &..., Alternative Investments, Trusts, Asset Managment, Public Speaking, High Net Worth..., Business Development, Wealth Management, Estate Planning, Financial Advisory, Asset Management, Equities, Wealth, Wealth Management..., Private Banking, Asset Allocation, Financial Services, Investments, Investment Advisory, Strategy, Portfolio Management, Hedge Funds, Series 7, Investment Management, Investment Strategies, Retirement Planning, Fixed Income, Trust Services, Private Equity, Philanthropy, Retirement, Mergers & Acquisitions

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Strategy

Smith College
AB, History

Canon Financial Trust School
Trust and Financial

Christie's Fine Arts Course
Year Long Certification Course, London, Fine and Dec Arts

Ecole du Louvre
Art History, Paris

American University in Paris
Art History, Paris

John Mathena John Mathena Greater New York City Area Details
John Mathena's BNY Mellon Wealth Management Experience October 2006 - Present
Job Senior Director, BNY Mellon Private Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   October 2006 - Present
Deutsche Bank Wealth Management   March 2000 - September 2006
Scudder Private Investment Counsel (Acquired by Deutsche Bank)   February 2000 - April 2003
Bank of America  January 1986 - November 2000

Skills
Investments, Estate Planning, Wealth Management, Team Building, Strategic Planning, New Business Development, Financial Services, Budget, Marketing, Financial Analysis, Business Strategy, Asset Managment, Business Development, Investment Management, Mergers & Acquisitions, Due Diligence, Program Management, Equities, Strategic Financial..., Asset Allocation, Wealth, Private Banking, Corporate Finance, Wealth Management..., Asset Management, High Net Worth..., Analytics, Risk Management, Small Business, Strategy, Banking, Market Research, Leadership, Sales, Accounting, Executive Management, Trust Services, Management, Alternative Investments, Portfolio Management, Budgets, Financial Advisory, Credit, Mutual Funds, Investment Advisory, Series 7, Securities, Private Equity, Hedge Funds, Series 63

Education
Chapman University   1998 — 2000
M.A., Organizational Leadership

California State University   1980 — 1985
BA, Business and Political Science

Philip Spina Philip Spina Greater Pittsburgh Area Details
Philip Spina's BNY Mellon Wealth Management Experience October 1993 - December 2012
Job Retired Executive
Industry Financial Services
Experience
Light of Life Rescue Mission  April 2014 - Present
BNY Mellon Wealth Management   October 1993 - December 2012
Chase Manhattan Bank  1987 - 1993

Education
University of Pittsburgh   1981 — 1982
Masters, Counselor Education/School Counseling and Guidance Services

Allegheny College   1974 — 1978
BS, Biology

Marc Goldstein, CFP®, CTFA, CWS® Marc Goldstein, CFP®, CTFA, CWS® Las Vegas, Nevada Area Details
Marc Goldstein, CFP®, CTFA, CWS®'s BNY Mellon Wealth Management Experience December 2011 - Present
Job Sr.Director Wealth Manager at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management   December 2011 - Present
City National Bank  February 2006 - December 2011
Citigroup  2004 - 2006
JP Morgan Chase  March 1998 - June 2004

Skills
Asset Allocation, Strategic Financial..., Investment Management, Wealth Management, Estate Planning, Personal Trust..., Wealth, Financial Services, Wealth Management..., High Net Worth..., Investment Advisory, Alternative Investments, Portfolio Management, Investment Strategies, Investments, Financial Planning

Education
University of California Los Angeles   2003 — 2006
Personal Financial Planning

University of Pennsylvania - The Wharton School   1998 — 2000
Wharton Management Program

California State University-San Bernardino   1993 — 1995
BA, Biology

Brian Seidman Brian Seidman Greater New York City Area Details
Brian Seidman's BNY Mellon Wealth Management Experience January 2015 - Present
Job Regional Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank   2004 - Present
U.S. Trust   December 2013 - December 2014
U.S. Trust   2002 - December 2013
Bank of America  2004 - 2007
Columbia Management  2002 - 2004
Julius Baer Asset Management   April 2000 - September 2001
JP Morgan  1983 - 2000
Deloitte Haskins & Sells  1980 - 1983

Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development

Education
Binghamton University - School of Management

Wharton Executive Leadership Program

Stephanie Baleotis, SRA Stephanie Baleotis, SRA Miami/Fort Lauderdale Area Details
Stephanie Baleotis, SRA's BNY Mellon Wealth Management Experience 2008 - 2010
Job MBA
Industry Financial Services
Experience
Sunshine Values LLC   2014 - Present
State Farm  2013 - 2014
Opus Capital Markets Consultants  2011 - 2012
BankUnited  2010 - 2011
BNY Mellon Wealth Management   2008 - 2010
Morgan Stanley  2006 - 2007
Sunshine Appraisals, Inc.   1995 - 2006
American Savings Bank  1993 - 1995
Robert Thomas Associates   1988 - 1993

Skills
Real Estate, Loans, Investment Properties, REO, Appraisals, Valuation, Short Sales, Residential Homes, Due Diligence, Loss Mitigation, Refinance, Commercial Real Estate, Mortgage Lending, Foreclosures, Loan Origination, FHA

Education
Florida Atlantic University   2009 — 2014
Master of Business Administration (MBA), 4.0

Broward Community College   2008 — 2009
AS Degree, Accounting Technology

Broward Community College
AA, Business Administration

Florida Atlantic University
BBA, Finance

Sara Gallucci Sara Gallucci New Milford, Connecticut Details
Sara Gallucci's BNY Mellon Wealth Management Experience September 2015 - Present
Job Junior Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   September 2015 - Present
Bentley University- The Annual Fund Phonathon   September 2011 - May 2015
Premier Asset Finance Group   May 2013 - August 2014

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Leadership, Teamwork, Public Speaking

Education
Bentley University   2011 — 2015
Candidate for Bachelor of Science Finance, Minor in Law, Senior

Heidi Benavidez, CFA Heidi Benavidez, CFA Newport Beach, California Details
Heidi Benavidez, CFA's BNY Mellon Wealth Management Experience June 2006 - Present
Job Vice President, Senior Wealth Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   June 2006 - Present
JPMorgan Chase  June 2005 - June 2006
The LBL Group  March 2000 - June 2005

Skills
Wealth Management, Investments, Estate Planning, Investment Management, Insurance, Asset Allocation, Portfolio Management, Equities, Fixed Income, Alternative Investments

Education
California State University-Long Beach
Bachelor of Science, Finance, Investments Concentration

Chartered Financial Analyst (CFA)

Michelle Terrio Michelle Terrio Greater Philadelphia Area Details
Michelle Terrio's BNY Mellon Wealth Management Experience December 2013 - Present
Job Senior Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   December 2013 - Present
BNY Mellon Wealth Management   July 2008 - December 2013
Tolleson Wealth Management  2004 - 2007

Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Wealth, Asset Allocation, Client Service, Investment Management, Financial Advisory, Financial Planners, Fiduciary Management, Trust Administration, Asset Managment, High Net Worth..., Strategic Financial..., Investment Advisory, Manage Client..., Financial Services, Wealth Management..., Relationship Management, Client Services, Asset Management

Education
Baylor University - Hankamer School of Business   1998 — 2002
B.B.A., Financial Services & Planning

Trinity Christian Academy   1994 — 1998

Jon Stuck Jon Stuck Greater Pittsburgh Area Details
Jon Stuck's BNY Mellon Wealth Management Experience April 2013 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   April 2013 - Present
BNY Mellon Wealth Management   2004 - 2013
BNY Mellon Wealth Management   1985 - 2004
Pennbancorp   1980 - 1985

Skills
Private Banking, Asset Management, Wealth Management, Wealth, Estate Planning, Investments, Wealth Management..., Retirement, Family Office, Retirement Planning, Investment Management, Portfolio Management, Trusts, Financial Advisory, Asset Allocation, Investment Advisory, Mutual Funds, Securities, Alternative Investments, Investment Strategies, Equities, High Net Worth..., Series 63, Fixed Income, Bonds, Financial Services, Series 7, Hedge Funds, Strategic Financial..., Trust Services, Separately Managed..., 401k, Capital Markets, Financial Planning, Management, Financial Analysis, Finance, Risk Management, Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Strategic Planning, Estate Tax Planning

Education
Edinboro University of Pennsylvania   1988 — 1991
BS, Major Accounting/Minor Economics

Bucknell University   1981 — 1983
Certificate, Trust Accounting, Operations, Taxation and Investments

Laurie Adatepe Laurie Adatepe Greater Pittsburgh Area Details
Laurie Adatepe's BNY Mellon Wealth Management Experience 2006 - 2007
Job Manager Wealth Management Tax Services at PwC
Industry Accounting
Experience
PwC  2007 - Present
BNY Mellon Wealth Management   2006 - 2007

Skills
Tax Law, Tax Research, Tax Preparation, Tax Accounting, Income Tax, International Tax, Tax Returns, Preparation, Tax Advisory, Corporate Tax

Education
Robert Morris University   2006 — 2008
Master of Science (MS), Taxation

Allegheny College   1978 — 1982
Bachelor of Arts (BA), Political Science and Elementary Education

Alexandra Tobias Alexandra Tobias Pittsburgh, Pennsylvania Details
Alexandra Tobias's BNY Mellon Wealth Management Experience May 2013 - August 2013
Job Associate at Hawthorn, PNC Family Wealth
Industry Investment Management
Experience
Hawthorn, PNC Family Wealth  June 2015 - Present
PNC Investments (Unofficial)   September 2014 - June 2015
Merrill Lynch  May 2014 - September 2014
BNY Mellon Wealth Management   May 2013 - August 2013
BNY Mellon  May 2012 - August 2012

Education
Allegheny College   2010 — 2014
Bachelor of Arts (B.A.), Managerial Economics

Upper St. Clair High School

Rachel Holbrook Rachel Holbrook Greater Boston Area Details
Rachel Holbrook's BNY Mellon Wealth Management Experience November 2014 - Present
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   November 2014 - Present
BNY Mellon Wealth Management   August 2011 - November 2014
PRPS Goods and Co  June 2009 - August 2009
Storm Communications   January 2009 - April 2009

Skills
Equities, Marketing, Microsoft Excel, Microsoft Office, Bloomberg, Social Media, Event Planning

Education
Bucknell University   2006 — 2010
BA, Economics

Aliciá Passarelli Aliciá Passarelli Worcester, Massachusetts Details
Aliciá Passarelli's BNY Mellon Wealth Management Experience December 2014 - 2015
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  November 2010 - Present
BNY Mellon Wealth Management   December 2014 - 2015
Bigelow Nurseries Inc   April 2011 - December 2012
UMass Memorial Medical Center  January 2004 - May 2007

Skills
First Time Home Buyers, Sellers, Buyer Representation, Short Sales, Relocation, Single Family Homes, Listings, Condos, Real Estate, New Home Sales, Investment Properties

Education
Becker College
Bachelor's Degree, Business Administration

Leicester High School

Edward P. Hickey, CFA Edward P. Hickey, CFA Greater Philadelphia Area Details
Edward P. Hickey, CFA's BNY Mellon Wealth Management Experience 2009 - July 2015
Job Team Leader, Institutional Senior Client Advisor at PNC Institutional Asset Management
Industry Investment Management
Experience
PNC Institutional Asset Management  July 2015 - Present
BNY Mellon Wealth Management   2009 - July 2015
Columbia Management  1998 - 2008
Bainco International Investors  1993 - 1998
Hellman, Jordan Management Co.   1991 - 1993

Skills
Equity Research, Equities, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Equity Valuation, Alternative Investments, Asset Managment, Fixed Income, Investments, Bloomberg, Valuation, Wealth Management, Investment Advisory, Financial Modeling, ETFs, Morningstar, Investment Management

Education
Bentley University
Master's Degree, Finance

Towson University
Bachelor's Degree, Finance

Jill Hosko Jill Hosko Greater Pittsburgh Area Details
Jill Hosko's BNY Mellon Wealth Management Experience October 2014 - Present
Job Wealth DIrector at BNY Mellon Wealth Management
Industry Hospital & Health Care
Experience
BNY Mellon Wealth Management   October 2014 - Present
AmeriPath  October 2012 - October 2014
Warner Chilcott  June 2012 - October 2012
Novartis  May 2008 - June 2012
ADP  May 2007 - May 2008
ADP  July 2006 - May 2007

Skills
Outside Sales..., Building Relationships, Closes Hard for Business, Consultative Selling, Pharmaceutical Sales, Sales Force...

Education
California University of Pennsylvania   1998 — 2005
Bachelors, Marketing

Kristofer Reddaway, CEPA, MBA Kristofer Reddaway, CEPA, MBA Newport Beach, California Details
Kristofer Reddaway, CEPA, MBA's BNY Mellon Wealth Management Experience February 2014 - Present
Job Senior Director, Certified Exit Planning Advisor at BNY Mellon Private Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   February 2014 - Present
Capstone Affluent Strategies   October 2012 - January 2014
The Prudential Insurance Company of America  February 2012 - October 2012
Colonial Life  October 2010 - February 2012
JP Morgan Chase  January 2010 - October 2010
Banc of America Investments/ J.P. Morgan Chase   October 2007 - January 2010
Bank of America  December 2004 - October 2007

Skills
Series 7, Insurance, Securities, Annuities, Retirement Planning, Series 66, Series 24, series 51, management, Management, Senior Executive..., Fixed Annuities, Uniform Combined State..., Series 63, Finance, Financial Planners, Long-term Care, Retirement, Wealth, Employee Benefits, Strategic Financial..., Term Life Insurance, Mutual Funds, Financial Services, Life Insurance, Financial Advisory, Health Insurance, FINRA, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, 401k, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Series 6, IRAs, Investments, Certified Financial..., Variable Annuities, Wealth Management..., Equities, Series 65, Financial Planning

Education
University of Pennsylvania - The Wharton School   2014 — 2014
Executive Education, Finance and Wealth Management

Drexel University   2012 — 2014
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship

College of Financial Planning   2008 — 2009
CFP and Masters in Finance, Finance

California State University-Chico   2001 — 2006
Business, Marketing

Exit Planning Institute
Certified Exit Planning Advisor (CEPA), Mergers and Acquisitions, Valuation, Exit Options, Post Sale Cash Flow Lifestyle Modeling

David Rue David Rue Pittsburgh, Pennsylvania Details
David Rue's BNY Mellon Wealth Management Experience April 2015 - Present
Job Benefits Analyst at BNY Mellon Wealth Management
Industry Education Management
Experience
BNY Mellon Wealth Management   April 2015 - Present
Highmark Inc.  September 2014 - Present
University of Pittsburgh  February 2014 - Present

Skills
Fine Dining, Restaurant Management, Hospitality, Catering, Hospitality Industry, Customer Service, Retail Banking, Team Building, Training, Leadership, Coaching, Teamwork, Public Speaking, Microsoft Office, Nonprofits, Event Planning, Strategic Planning

Education
Duquesne University McAnulty College and Graduate School of Liberal Arts   2014 — 2016
Bachelor's Degree, Economics

ccac   2011 — 2012
Associate of Science (A.S.), Social Sciences, 3.4

Morehouse College   2005 — 2008
political science

Morehouse College   2005 — 2007
Political Science and Government

schenley high school   2002 — 2005
yes, High School/Secondary Diplomas and Certificates, 3.0

Lauren Martino Lauren Martino Greater Boston Area Details
Lauren Martino's BNY Mellon Wealth Management Experience June 2012 - October 2014
Job Portfolio Analyst at BNY Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   June 2012 - October 2014
Pioneer Investments  January 2011 - June 2011
Carey & Company, P.C.   October 2009 - June 2010
Pioneer Investments  January 2009 - June 2009

Skills
Marketing Communications, Microsoft Office, Management, Marketing, Microsoft Excel, Attention To Detail, InDesign, Finance, PowerPoint, Project Management, Strong Proof-Reading..., SharePoint, Dreamweaver, WebTrends Analytics, SEI Trust 3000

Education
Boston University   2015 — 2016
Financial Planning

Northeastern University   2008 — 2012
BSBA

Scituate High School   2003 — 2007
High School Diploma

Kimberly Lok Kimberly Lok Long Island City, New York Details
Kimberly Lok's BNY Mellon Wealth Management Experience January 2007 - May 2011
Job PhD Student
Industry
Experience
Food Chain Workers Alliance  October 2012 - December 2013
BNY Mellon Wealth Management   January 2007 - May 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Volunteer Management, Event Planning

Education
Temple University   2011 — 2018
Sociology

City University of New York-Brooklyn College   2009 — 2011
Master of Arts (M.A.), Sociology

Drake University   1994 — 1997
Bachelor's degree, Sociology

Jon Underkofler Jon Underkofler Greater Denver Area Details
Jon Underkofler's BNY Mellon Wealth Management Experience July 2014 - Present
Job Vice President Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   July 2014 - Present
Waddell & Reed (Independent Registered Investment Advisor)   October 2006 - June 2014
Citigroup Smith Barney  December 2005 - September 2006
JPMorgan Chase  October 2003 - December 2005
Wells Fargo Bank  December 1995 - October 2003

Skills
Investments, Banking, Series 7, Financial Advisory, Financial Services, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Portfolio Management, Series 63, Finance, Management, Asset Allocation, CRM, Sales, Financial Planning

Education
College of Financial Planning   2007 — 2008
AAMS, CRPC, Financial Planning

Northwestern University - Kellogg School of Management   2003 — 2005
MBA, Finance

Arizona State University   1997 — 2001
B.S., Economics

Warren Huynh Warren Huynh Boston, Massachusetts Details
Warren Huynh's BNY Mellon Wealth Management Experience June 2012 - August 2012
Job Associate Quality Assurance Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  July 2014 - Present
Fidelity Investments  May 2013 - August 2013
BNY Mellon - ConvergEx Group   November 2012 - December 2012
BNY Mellon - Wealth Management  June 2012 - August 2012
BNY Mellon - The Boston Company   June 2011 - August 2011
State Street  July 2010 - August 2010
Blue Cross Blue Shield of Massachusetts  July 2009 - August 2009
Boston Public Schools/Play-on   July 2008 - August 2008

Skills
Troubleshooting, Microsoft Office, Bloomberg Terminal, Project Management, SDLC, Selenium, Quality Assurance, Training, Java, Outlook, Access, Testing

Education
Syracuse University   2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Management & Technology

City University of Hong Kong   2012 — 2012

Ian Pavlekovich, CTFA Ian Pavlekovich, CTFA Wilmington, Delaware Details
Ian Pavlekovich, CTFA's BNY Mellon Wealth Management Experience 2004 - 2010
Job Senior Trust Officer at UBS Trust Company, N.A.
Industry Investment Management
Experience
UBS Trust Company, N.A.   August 2013 - Present
Wells Fargo Wealth Management  October 2010 - August 2013
BNY Mellon Wealth Management   2004 - 2010
Mellon Financial Services  2000 - 2004

Skills
Leadership, Asset Management, Wealth Management, Portfolio Management, Management, Investments

Education
PBA Trust School - Bucknell University   2006 — 2008
Trust Administration

Clarion University of Pennsylvania   1994 — 1998
Bachelor of Science, Small Business Management

Joe Pasquale, CFA Joe Pasquale, CFA Greater Boston Area Details
Joe Pasquale, CFA's BNY Mellon Wealth Management Experience October 2012 - October 2013
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management  April 2015 - Present
Standish Mellon Asset Management  November 2013 - March 2015
BNY Mellon Wealth Management   October 2012 - October 2013
BNY Mellon Wealth Management   January 2011 - September 2012
Brown Brothers Harriman  June 2008 - October 2008
Aviva Investors  June 2007 - September 2007

Education
Boston College   2005 — 2010
BS, Finance, Marketing

Paul Vittone Paul Vittone Greater New York City Area Details
Paul Vittone's BNY Mellon Wealth Management Experience August 2005 - Present
Job Head of Private Equity Investments, BNY Mellon Wealth Management
Industry Venture Capital & Private Equity
Experience
BNY Mellon Wealth Management   August 2005 - Present
Innovation Works  January 2001 - July 2005
K&L Gates  May 1997 - December 2000

Skills
Venture Capital, Private Equity, Investments, Wealth Management, Growth Capital, Buyouts, Alternative Investments, Due Diligence, Investor Relations, Investment Management, Fund Of Funds, LBO, Management, Mergers & Acquisitions, Start-ups, Hedge Funds

Education
Carnegie Mellon University - Tepper School of Business   1994 — 1997
MBA

University of Pittsburgh School of Law   1994 — 1997
JD

University of Pennsylvania - The Wharton School   1989 — 1993
BS, Economics

Shady Side Academy   1985 — 1989

Valley School of Ligonier   1978 — 1985

Brittany Greco, MBA Brittany Greco, MBA Pittsburgh, Pennsylvania Details
Brittany Greco, MBA's BNY Mellon Wealth Management Experience July 2013 - November 2014
Job Information Risk Junior Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon - Information Risk Management   November 2014 - Present
BNY Mellon Wealth Management   July 2013 - November 2014
BNY Mellon  January 2013 - July 2013
YMCA of Greater Pittsburgh  September 2012 - May 2013
East Suburban YMCA   June 2001 - August 2012

Skills
Volunteer Management, Leadership, Cpr Certified, Fundraising, AED, Public Speaking, Program Development, First Aid, Youth Development, Community Outreach, PowerPoint, Non-profits, Event Planning, Microsoft Word, SharePoint, SharePoint Designer, InfoPath, InfoPath Forms, MOSS, SEI, Risk Management, Project Management, Business Strategy, Non-profit Program..., Account Management, Customer Service, Sales Process, Real Estate, Mortgage Banking, Nonprofits

Education
Chatham College   2012 — 2014
Master of Business Administration (MBA), Healthcare Administration

Duquesne University   2008 — 2012
Bachelor of Arts (BA), Psychology

Plum High School

Plum High School

Allie OBrien Allie OBrien New York, New York Details
Allie OBrien's BNY Mellon Wealth Management Experience December 2013 - Present
Job Senior Portfolio Administrator at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   December 2013 - Present
BNY Mellon  June 2012 - December 2013
BNY Mellon  May 2011 - June 2012
Terametric   May 2009 - September 2010
ELDER LAW SOLUTIONS   May 2008 - August 2008

Skills
Marketing, Product Marketing, Social Networking, Facebook, Microsoft Excel, Investments, Salesforce.com, Leadership, Market Research, Social Media, Customer Service, Sales, Management, PowerPoint, Outlook, Data Analysis, Team Leadership, Microsoft Word, Event Planning, Marketing Communications, Microsoft Office, Venture Capital, Bloomberg, Online Marketing

Education
Bentley University   2008 — 2012
Bachelor's degree, Corporate Finance & Accounting

Bentley University   2008 — 2012
Bachelor of Science, Corporate Finance and Accounting and Liberal Studies; Global Perspectives

Keith Gibbons, CFP® Keith Gibbons, CFP® Greater Boston Area Details
Keith Gibbons, CFP®'s BNY Mellon Wealth Management Experience 2007 - Present
Job Vice President, Senior Portfolio Manager
Industry Investment Management
Experience
BNY Mellon Wealth Management   2007 - Present
Provident Financial Advisors   2005 - 2007
First & Ocean National Bank / Schooner Financial Associates   2001 - 2005

Skills
Equities, Estate Planning, Bloomberg, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Allocation, Investments, Wealth, Wealth Management..., Financial Services, Relationship Management, Asset Management, Investment Advisory, Private Banking, Securities, Series 7

Education
Bentley University   1993 — 1997
MBA

Bryant University   1987 — 1991
BS, Business Administration

Newburyport High School
High School

J. Kim Cacace J. Kim Cacace Seattle, Washington Details
J. Kim Cacace's BNY Mellon Wealth Management Experience January 1997 - Present
Job Senior Director Fiduciary Services at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   January 1997 - Present
Union Bank  August 1979 - January 1997

Skills
Fiduciary Management, Wealth Management..., Investment Management, Philanthropy, Professional Women, Wealth Management, Leadership, Finance, Coaching, Financial Services, Problem Solving, Leadership Development

Education
California State University-Long Beach

Cornell University's Managing for Excellence

Tunde Cousins Tunde Cousins Greater New York City Area Details
Tunde Cousins's BNY Mellon Wealth Management Experience May 2015 - Present
Job
Industry Financial Services
Experience
BNY Mellon Wealth Management   May 2015 - Present
Glass, Lewis & Co.   January 2012 - December 2014
Rochdale Investment Management  August 2009 - December 2011
Investment Banking Institute  July 2009 - August 2009
American Stock Transfer & Trust Co LLC  April 2009 - August 2009
Corinthian Media  January 2007 - April 2009

Skills
Customer Relations, Mergers, Financial Analysis, Analysis, Financial Modeling, Valuation, Research, Capital Markets, Microsoft Excel, PowerPoint, Asset Managment, Strategic Planning, Mergers & Acquisitions, Asset Management, Leadership, Customer Service, Entrepreneurship, Public Speaking, Trading, Portfolio Management, Economics, Bloomberg, Hedge Funds, Alternative Investments

Education
Brown University   2001 — 2005
Bachelors, Economics

Saint Ann's

Zach Zigmond, CFP® Zach Zigmond, CFP® Greater Los Angeles Area Details
Zach Zigmond, CFP®'s BNY Mellon Wealth Management Experience June 2014 - Present
Job Associate Wealth Manager, CFP® at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   June 2014 - Present

Skills
Time Management, Securities, Sales, Retirement Planning, Public Speaking, Microsoft Excel, Life Insurance, Leadership, Investments, Insurance, Disability Insurance, Finance, Customer Service, Budgets, Health Insurance, Strategic Financial..., Financial Planning, Financial Services, Wealth Management

Education
The American College   2012 — 2013
Chartered Life Underwriter®

California State University-Northridge   2007 — 2011
BS, Financial Services

Chaminade College Preparatory   2003 — 2007

David Henningsen David Henningsen Greater Los Angeles Area Details
David Henningsen's BNY Mellon Wealth Management Experience April 2015 - Present
Job Associate Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   April 2015 - Present
BNY Mellon Wealth Management   September 2013 - Present
Merrill Lynch  June 2012 - August 2012
Morgan Stanley Investment Management  June 2011 - August 2011

Skills
Languages: Spanish &..., Financial Modeling, Spanish, Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, DCF, Analysis, Bloomberg, Corporate Finance, Data Analysis, Due Diligence, Economics, Entrepreneurship, Investments, Marketing Strategy, Research, Valuation

Education
Claremont McKenna College   2012 — 2013
Master's degree, Finance

Claremont McKenna College   2008 — 2012
Bachelor's degree, Economics and Accounting

Stephen Kelleher Stephen Kelleher Greater Boston Area Details
Stephen Kelleher's BNY Mellon Wealth Management Experience May 2015 - Present
Job Senior Director, BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   May 2015 - Present
U.S. Bank   2013 - May 2015
U.S. Trust   2007 - 2013
Citi  2004 - 2007
Credit Suisse  1998 - 2004
Arthur Andersen & Co.   1993 - 1996

Skills
Investment Management, Wealth Management, Private Banking, Trust Services, High Net Worth..., Finance, Investments, Banking, Private Equity, Strategy, Credit, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Mutual Funds

Education
Yale University - Yale School of Management   1997 — 1999
MBA, Finance

Boston College   1989 — 1993
BS, Accounting

St. John's High School   1985 — 1989
Shrewsbury, MA

Venugopal Veeramaneni Venugopal Veeramaneni Greater Boston Area Details
Venugopal Veeramaneni's BNY Mellon Wealth Management Experience April 2000 - July 2002
Job EDW Data Architect / Consultant at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc.   July 2013 - Present
TJX Companies Inc.  July 2007 - June 2013
Fidelity Investments  November 2005 - July 2007
TJX Companies inc  August 2002 - October 2005
BNY Mellon Wealth Management   April 2000 - July 2002
Steria India Ltd  December 1997 - January 2000

Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, SQL, DB2, Data Warehousing, Business Intelligence, SOA, Oracle, Enterprise Architecture, Unix, Data Discovery, Conceptual/Logical/Physi..., Dimensional Modeling..., Data Architecture, Data Analysis, Data Profiling, Data Cleansing, Data Quality Management, Data management, Data Modeling, Business Glossary, Netezza, CICS, IMS DB/DC, Telon, COBOLII, MVS, JCL, VSAM, DataStage, IBM AIX, Erwin, Data Flow Diagrams, S2T(Source to Target)..., Data Marts, ADL, ODS, Informatica, IBM Mainframe, IDMS, Toad, AGINITY

Education
Acharya Nagarjuna Vishwavidhyalayamu   1991 — 1995
BS in Engineering, Mechanical Engineering

Nagarjuna University   1991 — 1995
Bachelor of Science in Mechanical Engineering, Mechanical Engineering

Michael Oliver, CFA Michael Oliver, CFA Greater New York City Area Details
Michael Oliver, CFA's BNY Mellon Wealth Management Experience August 2013 - Present
Job Family Wealth Advisor at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   August 2013 - Present
Lazard Wealth Management LLC   July 2010 - February 2013
Deloitte Investment Advisors LLC   July 2007 - July 2010
U.S. Trust, Bank of America Private Wealth Management   January 2004 - July 2007
The Todd Organization  May 2000 - August 2002
Runzheimer International  June 1999 - May 2000

Skills
Wealth Management, Portfolio Management, Asset Allocation, Manager Due Diligence, Alternative Investments, Investment Advisory, Equities, Fixed Income, Hedge Funds, Open Architecture, Wealth Management..., Due Diligence, Mutual Funds, Investments, Investment Management, Investment Strategies, Economics, Asset Management, ETFs, Private Equity, Equity Research

Education
CFA Charterholder

Carnegie Mellon University - Tepper School of Business   2002 — 2003
Master of Business Administration (MBA), Accounting and Finance

University of Wisconsin-Madison   1995 — 1999
BS, Economics

Jarrad Glennon Jarrad Glennon Greater Boston Area Details
Jarrad Glennon's BNY Mellon Wealth Management Experience 2006 - 2009
Job Versatile, entrepreneuriallyminded professional
Industry Venture Capital & Private Equity
Experience
Self Employed  2013 - Present
Santander Bank, N.A.   2011 - 2013
Passport Equity Partners   2010 - 2012
First Financial Trust   2009 - 2010
BNY Mellon Wealth Management   2006 - 2009
BNY Mellon Wealth Management   2003 - 2005
Mellon Financial  2002 - 2003

Skills
Investments, Sales, Entrepreneurship, Management, Strategy, Small Business, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis

Education
Babson College   2010 — 2011
Master of Business Administration (M.B.A.)

University of Maryland College Park   1997 — 2001
Bachelor of Science (B.S.), Finance

Thayer Academy   1991 — 1997

Yemisi Yoosuf Yemisi Yoosuf Greater New York City Area Details
Yemisi Yoosuf's BNY Mellon Wealth Management Experience November 2006 - August 2011
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC Securities (USA), Inc   June 2012 - Present
HSBC Securities (USA), Inc   February 2012 - June 2012
HSBC Securities (USA), Inc   August 2011 - February 2012
BNY Mellon Wealth Management   November 2006 - August 2011
The Bank of New York  March 2006 - November 2006
Reliable Capital Corporation   October 2003 - September 2005
Federal Home Loan Bank of New York  June 1999 - July 2003

Skills
Anti Money Laundering, Operational Risk..., Internal Controls, Project Management

Education
Binghamton University   1998 — 2003
Bachelor of Arts (B.A.), Philosophy, Politics and Law

Rick Olney Rick Olney Greater Boston Area Details
Rick Olney's BNY Mellon Wealth Management Experience 1999 - Present
Job Vice President, BNY/Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   1999 - Present

Education
Denison University   1986 — 1990

Boston University Questrom School of Business
MBA

Marina Popov Marina Popov Greater Boston Area Details
Marina Popov's BNY Mellon Wealth Management Experience March 2014 - Present
Job Principal System Analyst
Industry Computer Software
Experience
BNY Mellon Wealth Management   March 2014 - Present
Fidelity Investments  April 2011 - December 2012
NSTAR  August 2006 - February 2011
Charles River Development  April 2005 - August 2006
State Street Research  January 2000 - March 2005
Federal Home Loan Bank Boston   June 1999 - September 2000

Skills
Microsoft SQL Server, Data Warehousing, Integration, Visual Basic, Data Analysis, Access, Business Process, Testing, Analysis, T-SQL, Data Migration, Data Modeling, Software Documentation, SDLC, Business Analysis, SQL, Agile Methodologies, Database Design, ETL, Business Requirements, Information Technology, Oracle, Project Management

Education
Boston University   2000 — 2003

Boston University Corporate Education Center

Boston Computer School

Tashkent State University of Economics   1983 — 1988
Master Degree, Economics

Alanna Spada Alanna Spada Greater Boston Area Details
Alanna Spada's BNY Mellon Wealth Management Experience February 2006 - April 2008
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2012 - Present
BNY Mellon  April 2008 - July 2012
BNY Mellon Wealth Management   February 2006 - April 2008
BNY Mellon  March 2003 - February 2006
BNY Mellon  2000 - 2002

Skills
Fixed Income, Investments, Asset Management, Equities, Portfolio Management, Mutual Funds, Asset Allocation, Alternative Investments, Financial Analysis, Wealth Management, Securities, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory

Education
Bentley University   2008 — 2010
Master of Business Administration (M.B.A.), Financial Planning

Salem State College   1997 — 2001
Bachelor of Science (B.S.), Business, Finance Concentration

Bob Wyche Bob Wyche Greater Pittsburgh Area Details
Bob Wyche's BNY Mellon Wealth Management Experience May 2001 - April 2015
Job Executive Wealth Counselor at Waldron Private Wealth
Industry Investment Management
Experience
Waldron Private Wealth  April 2015 - Present
BNY Mellon Wealth Management   May 2001 - April 2015
PNC  June 2000 - May 2001

Skills
Portfolio Management, Wealth Management, Estate Planning, Wealth Management..., Wealth, Investment Management, Alternative Investments, Asset Allocation, Equities, Family Office, Private Banking, Investments, Trusts, Asset Management, Mutual Funds, Securities, Hedge Funds, Investment Advisory, Fixed Income, High Net Worth..., Financial Services, Bonds, Strategic Financial..., Retirement Planning, Trust Services, Fund Of Funds, Financial Advisory, Retirement, Financial Planning

Education
Campbell University   1995 — 2000
Business Administration

University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA

Joe Tower Joe Tower Greater Boston Area Details
Joe Tower's BNY Mellon Wealth Management Experience 2004 - 2006
Job Chief Operating Officer at Lee Munder Capital Group
Industry Investment Management
Experience
Lee Munder Capital Group  January 2010 - Present
Lee Munder Capital Group  2006 - Present
BNY Mellon Wealth Management   2004 - 2006
BNY Mellon  2004 - 2006
Boston Institutional Group /Funds Distributor   October 1993 - April 2001
The Boston Company  1988 - 1993

Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Equities, Portfolio Management, Financial Analysis, Mutual Funds, Due Diligence, Financial Modeling, Asset Allocation, Valuation, Securities, Finance, Fund Accounting, Investment Strategies, ETFs, Asset Management, Financial Services, Investment Management, Fixed Income, Series 7, Private Equity, Wealth Management, Investment Advisory, Equity Research

Education
D'Amore-McKim School of Business at Northeastern University   1987 — 1992
MBA

Boston College   1980 — 1984
BS, Accounting

Lisa Slack Sampson Lisa Slack Sampson Greater Boston Area Details
Lisa Slack Sampson's BNY Mellon Wealth Management Experience November 2010 - Present
Job Assoc. Investment and Wealth Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   November 2010 - Present
CCO Investment Services Corp.  January 2008 - May 2009
CCO Investment Services Corp.  June 2007 - December 2007
State Street  September 2006 - June 2007
BTS Asset Management  September 2003 - September 2006
ADP  April 1996 - September 2002

Skills
Relationship Management, Mutual Funds, Investments, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Strategy

Education
Salem State College   1997 — 2003
Bachelor of Science, Business Administration, Finance Concentration, cum laude

Boston University Graduate School of Management
Master of Science in Investment Management

Nora Reinhart Nora Reinhart Greater New York City Area Details
Nora Reinhart's BNY Mellon Wealth Management Experience July 2005 - Present
Job AVP at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management   July 2005 - Present
AXA Distributors  May 2000 - June 2005
First Union  March 1999 - April 2000

Skills
Wealth Management, Series 7, Equities, Portfolio Management, Mutual Funds, Investments, Retirement Planning, Investment Advisory, Asset Managment, Series 6, Series 63, Investment Management, Fixed Income, Financial Analysis, Securities, Asset Allocation, Fixed Annuities, Strategic Financial..., Insurance, Financial Planners, Uniform Combined State..., Series 65, Hedge Funds, Asset Management, IRAs, ETFs, High Net Worth..., Wealth, 401k, Alternative Investments, Bonds, Financial Services, Estate Planning, Variable Annuities, Bloomberg, Investment Strategies, Separately Managed..., Retirement, Wealth Management..., Banking, Financial Advisory, Options, Relationship Management, FINRA

Education
California State University-Sacramento   1991 — 1995
B.S., FInance & Insurance

Livermore HIgh   1986 — 1989

Chris London Chris London Greater New York City Area Details
Chris London's BNY Mellon Wealth Management Experience July 2015 - Present
Job BNY Mellon
Industry Banking
Experience
BNY Mellon Wealth Management   July 2015 - Present

Education
LIU Brooklyn   2000 — 2003

City University of New York

Paul Wojcik Paul Wojcik Erie, Pennsylvania Area Details
Paul Wojcik's BNY Mellon Wealth Management Experience Portfolio ManagerBNY Mellon1999 - Present
Job Vice President at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   Portfolio ManagerBNY Mellon1999 - Present

Education
Allegheny College   1986 — 1990

South Allegheny High School   1983 — 1986

Christopher Nylen Christopher Nylen Greater Boston Area Details
Christopher Nylen's BNY Mellon Wealth Management Experience June 2009 - Present
Job Senior Portfolio Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   June 2009 - Present

Education
Suffolk University Law School   2006 — 2010
JD, Financial Services

Boston College   1997 — 2001

Richard Pugh Richard Pugh Greater Seattle Area Details
Richard Pugh's BNY Mellon Wealth Management Experience May 2005 - October 2006
Job External Wholesaler | Regional Partner at Catalyst Funds
Industry Investment Management
Experience
Catalyst Funds  February 2015 - Present
New York Life & MainStay Investments  January 2009 - December 2014
AllianceBernstein Investments  October 2006 - December 2008
BNY Mellon Wealth Management   May 2005 - October 2006

Skills
Mutual Funds, Fixed Annuities, Financial Services, Separately Managed..., Retirement Planning, Alternative Investments, Series 63, Investments, Asset Allocation, Retirement, Series 65, Series 6, Equities, ETFs, Portfolio Management, Investment Advisory, Long-term Care, Life Insurance, Relationship Management, Long Term Care Insurance, Estate Planning, Disability Insurance, Life & Health Insurance..., Hedge Funds, Financial Advisory, Investment Strategies, Bloomberg, Insurance, Bonds, Fixed Income, Series 24, FINRA, Guaranteed Lifetime..., 401k Rollovers, Strategic Financial..., Investment Management, Wealth, Financial Planners, Series 7

Education
Binghamton University   2000 — 2004

Macquarie University

Peter Smith, CFA Peter Smith, CFA Boston, Massachusetts Details
Peter Smith, CFA's BNY Mellon Wealth Management Experience December 2007 - August 2013
Job Muni Bond Trader
Industry Investment Management
Experience
Wilkins Investment Counsel, Inc.   September 2013 - Present
BNY Mellon Wealth Management   December 2007 - August 2013
National Bureau of Economic Research  June 2007 - January 2008

Skills
Trading, Portfolio Management, Bonds, Credit, Bloomberg, Fixed Income, Microsoft Excel, Capital Markets, Investments, Mutual Funds, Economics, Asset Management

Education
Bowdoin College   2003 — 2007
Bachelor's, Economics Major, Chemistry Minor

Phillips Andover Academy   2002 — 2003

Deerfield Academy   1998 — 2001

Christina Coviello Christina Coviello Greater Boston Area Details
Christina Coviello's BNY Mellon Wealth Management Experience 2002 - 2006
Job Senior Assistant Director at Boston University
Industry Higher Education
Experience
Boston University  July 2006 - Present
BNY Mellon Wealth Management   2002 - 2006

Skills
Higher Education, Event Planning, Student Affairs, Admissions, Student Development, Enrollment Management, Social Media, Microsoft Excel, Nonprofits, Public Speaking, Academic Advising, PowerPoint, Microsoft Office, Community Outreach, Program Development, Fundraising, Management, Research

Education
Boston University   2007 — 2010
EdM, Policy, Planning, & Administration

Muhlenberg College   1998 — 2002
BA, Communication

Dina Zorzos Dina Zorzos Greater Boston Area Details
Dina Zorzos's BNY Mellon Wealth Management Experience October 2005 - July 2009
Job Portfolio Administrator at BNY Mellon Financial
Industry Financial Services
Experience
BNY Mellon Wealth Management   October 2005 - July 2009

Education
Brown University   2000 — 2004
AB, Human Biology & Business Economics

Jason Person Jason Person Boston, Massachusetts Details
Jason Person's BNY Mellon Wealth Management Experience February 2004 - Present
Job Vice President, Marketing Investment Analytics Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   February 2004 - Present
Emerson Investment Management  January 2001 - February 2004

Skills
Estate Planning, Investment Management, Wealth Management..., Mutual Funds, Investments, Marketing Communications, Financial Services, Asset Allocation, Wealth Management, Asset Management

Education
Boston College   2009 — 2012
MBA, Marketing

Northeastern University   2000 — 2004
BS, Economics

Rob Lepre Rob Lepre Greater Pittsburgh Area Details
Rob Lepre's BNY Mellon Wealth Management Experience 1986 - 2002
Job Senior Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank  January 2007 - Present
UBS Wealth Management  August 2002 - June 2003
BNY Mellon Wealth Management   1986 - 2002

Skills
Estate Planning, Private Wealth..., LGBT Financial Solutions, Strategic Financial..., Wealth Management, Wealth Management..., Financial Analysis, Employee Benefits, Financial Services, Banking, Financial Planning, Insurance, Real Estate, Portfolio Management, Asset Allocation, Investments, Loans, Securities, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Planning, Small Business, Asset Management, Series 7

Education
Carnegie Mellon University   1985 — 1987
MPM

University of Pittsburgh   1974 — 1978
BA, Economics, Mathematics, Spanish

Lisa (Dooner) Supple Lisa (Dooner) Supple Greater Boston Area Details
Lisa (Dooner) Supple's BNY Mellon Wealth Management Experience 1990 - Present
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   1990 - Present
MELLON PRIVATE WEALTH   1990 - Present
The Bank of New York Mellon  1990 - Present

Skills
Asset Management, Fixed Income, Portfolio Management, Equities, Bloomberg, Mutual Funds, Investments, Investment Strategies

Education
Boston University   1993 — 1996
Masters, Administration

Saint Anselm College   1985 — 1989
Bachelor, Business

-
-

Patrick Kavey Patrick Kavey Greater Boston Area Details
Patrick Kavey's BNY Mellon Wealth Management Experience July 2006 - December 2007
Job Vice President at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank  December 2012 - Present
Accounting Management Solutions  January 2009 - December 2012
GW & Wade   January 2008 - December 2008
BNY Mellon Wealth Management   July 2006 - December 2007
Fidelity Investments  April 2000 - December 2004

Skills
Thought Leadership

Education
Northeastern University   2001 — 2003
MS, Taxation

Boston College   1985 — 1989
BA

Karen Manning Karen Manning Cleveland/Akron, Ohio Area Details
Karen Manning's BNY Mellon Wealth Management Experience July 2010 - Present
Job Senior Wealth Manager Fiduciary Specialist
Industry Investment Management
Experience
BNY Mellon Wealth Management   July 2010 - Present
City of Willoughby  January 2004 - December 2013
FirstMerit Bank  November 2004 - June 2010
Manning & Manning Co. LPA   1995 - 2004

Skills
Estate Planning, Wealth Management, High Net Worth..., Trusts, Investments, Asset Allocation, Alternative Investments, Investment Management, Succession Planning, Portfolio Management, Tax, Retirement Planning, Mutual Funds, Asset Management, Strategic Financial..., Wealth, Securities, Retirement, Investment Advisory, Wealth Management..., Investment Strategies, Financial Planning

Education
Cleveland State University - Cleveland-Marshall College of Law   1990 — 1994
JD, law

Boston College   1980 — 1984
Bachelor's degree, Communications, Arts & Science Honors Program, Cum Laude

Leadership Lake County

Amit Dogra Amit Dogra Greater Philadelphia Area Details
Amit Dogra's BNY Mellon Wealth Management Experience January 2007 - February 2010
Job National Director Relationship Management, Practice Management & Field Marketing
Industry Financial Services
Experience
HighTower  May 2015 - Present
HighTower  February 2014 - April 2015
Philadelphia Freedom Valley YMCA  June 2009 - February 2015
The North Highland Company  March 2012 - February 2014
Cipperman Compliance Services, LLC  September 2011 - March 2012
Graystone Wealth Management & Private Bank   February 2010 - August 2011
BNY Mellon Wealth Management   January 2007 - February 2010
Brinker Capital  May 2003 - January 2007
SEI Investments  August 1997 - May 2003

Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning

Education
Boston College   1993 — 1997
BA, Economics

Sammy Hon Sammy Hon San Francisco Bay Area Details
Sammy Hon's BNY Mellon Wealth Management Experience January 2014 - Present
Job Associate Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   January 2014 - Present
The Ayco Company  July 2007 - January 2014

Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis

Education
California State University-Long Beach - College of Business Administration

Christine Benson, CFP® Christine Benson, CFP® Seattle, Washington Details
Christine Benson, CFP®'s BNY Mellon Wealth Management Experience 2007 - Present
Job Vice President Fiduciary Services, BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   2007 - Present

Education
Central Washington University   1995 — 1997

Raymond Lindsley Raymond Lindsley Greater New York City Area Details
Raymond Lindsley's BNY Mellon Wealth Management Experience August 2010 - June 2014
Job VP Compliance at Citi
Industry Financial Services
Experience
Citi  October 2014 - Present
BNY Mellon Wealth Management   August 2010 - June 2014
iTB Securities, LLC   October 2009 - August 2010
UST Securities (Subsidiary of US Trust)   April 2002 - August 2008
TD Waterhouse Investors Services, Inc.   October 1995 - July 2001

Skills
Financial Services..., Compliance Monitoring, Equities, Fixed Income, Securities, Series 7, Capital Markets, Alternative Investments, Series 63, FINRA, Private Equity, Due Diligence, Hedge Funds, Start-ups, Customer Service, Broker-Dealer, Change Management, Trading Systems, High Net Worth..., Trading, Project Management, Wealth Management, Product Development, Financial Markets, Investments, Microsoft Excel, Asset Management, Financial Risk, Series 24, AML, Banking, Operational Risk, Operations Management, Portfolio Management, Options, Risk Management, Financial Services, Investment Advisory, Management, KYC, Internal Audit, Derivatives

Education
Central Connecticut State University
BS, Finance and Economics

Diana Salter Diana Salter Greater New York City Area Details
Diana Salter's BNY Mellon Wealth Management Experience 1987 - 1996
Job Managing Director at North Star Wealth Investors
Industry Financial Services
Experience
North Star Wealth Investors   March 2015 - Present
Griffin Asset Management  October 2003 - March 2015
JPMorgan Chase  1996 - 2003
BNY Mellon Wealth Management   1987 - 1996

Skills
Equities, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Securities, ETFs, Alternative Investments, Mergers, Asset Managment, Hedge Funds, Fixed Income, Start-ups, Investment Strategies, Asset Management, Investments, Banking

Education
California State University-Long Beach

Britt Hultgren Britt Hultgren Greater Boston Area Details
Britt Hultgren's BNY Mellon Wealth Management Experience 1999 - Present
Job FVP at BNY Mellon
Industry Banking
Experience
BNY Mellon  October 1999 - Present
BNY Mellon Wealth Management   1999 - Present
Bank of Boston  1996 - 1999
BayBank  1994 - 1996

Skills
Commercial Banking, Wealth Management, Hedge Funds, Securities, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Business Analysis, Financial Reporting, Bloomberg Terminal, Credit, Banking

Education
Boston University - School of Management   2000 — 2004
MBA, Finance

Smith College   1984 — 1988
AB

Ipswich High

Ipswich High

Debra Mele-Blanchard Debra Mele-Blanchard Las Vegas, Nevada Area Details
Debra Mele-Blanchard's BNY Mellon Wealth Management Experience February 2009 - April 2014
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  April 2014 - Present
Women's Leadership Council, United Way of Southern Nevada, Co-Chair Emeritus   July 2012 - Present
Opportunity Village  January 2012 - Present
BNY Mellon Wealth Management   February 2009 - April 2014
Mutual of Omaha Bank-Wealth Management Division   November 2007 - February 2009
Prudential Financial  2002 - 2006
Sentry Insurance  1996 - 2002

Skills
Wealth Management, Investments, Retirement Planning, Insurance, Investment Management, Wealth, Family Office, Estate Planning, Program Management, Strategic Planning, Private Banking, High Net Worth..., Mutual Funds, Trust Services, Wealth Management..., Alternative Investments, Life Insurance, Portfolio Management, Leadership, Securities, Retirement, Asset Allocation, Financial Services, Investment Strategies, Asset Management, Series 7, Investment Advisory, 401k, Strategic Financial..., Financial Planners, Financial Advisory, FINRA, Funding, Private Equity, Wealth Preservation..., Financial Planning

Education
Cleveland State University

University of Nevada-Las Vegas

JAMES HILLMAN JAMES HILLMAN Greater Los Angeles Area Details
JAMES HILLMAN's BNY Mellon Wealth Management Experience September 2014 - Present
Job Managing Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management   September 2014 - Present
BNY Mellon Wealth Management   November 2009 - September 2014
BNY Mellon Wealth Management   December 2000 - November 2009

Skills
Leadership, Alternative Investments, Portfolio Management, Hedge Funds, Sales, Business Development, Asset Managment, Investments, Asset Allocation, Management, Asset Management, Investment Management, Fixed Income, Wealth Management..., Wealth Management, Investment Advisory, Equities, Securities, Bonds, Fund Of Funds, High Net Worth..., Investment Strategies, Mutual Funds, Financial Services, Financial Analysis, Risk Management, Finance, Financial Modeling, Private Equity, Banking, Capital Markets, Financial Planning, Strategic Planning

Education
Boston College Law School   1992 — 1995
J.D., Law

United States Military Academy at West Point   1983 — 1987
B.S., Engineering

Jennifer Kaing Jennifer Kaing Greater Boston Area Details
Jennifer Kaing's BNY Mellon Wealth Management Experience July 2012 - May 2013
Job Portfolio Administrator at GW&K Investment Management | MBA/MSF Candidate at Boston College
Industry Investment Management
Experience
Strong Women, Strong Girls  December 2014 - Present
GW&K Investment Management  June 2013 - Present
One Young World  May 2014 - October 2014
BNY Mellon Wealth Management   July 2012 - May 2013
Bernstein Global Wealth Management  April 2010 - July 2012
The Baupost Group  November 2008 - September 2009
UBP Asset Management  January 2008 - August 2008
Lexington Insurance Company  January 2007 - September 2007
Wayfair  January 2006 - July 2006

Skills
Investments, Bloomberg, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Financial Analysis, Fixed Income, Wealth Management, Investment Strategies, Mutual Funds, Financial Services, Securities, Investment Management, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2019
Master of Business Administration (MBA) / Master of Finance (MSF), Asset Management

Northeastern University   2004 — 2009
Bachelor of Science in Business Administration (BSBA), Marketing, Management, and Finance & Insurance

Boston Latin Academy   1999 — 2004
High School Degree, Liberal Arts

Art Phelps Art Phelps Northborough, Massachusetts Details
Art Phelps's BNY Mellon Wealth Management Experience April 2010 - April 2011
Job Marketing Communications
Industry Marketing and Advertising
Experience
EMI Strategic Marketing  February 2012 - Present
WordWorks  February 2009 - Present
BNY Mellon Wealth Management   April 2010 - April 2011
Fidelity Investments  November 1993 - February 2009
The Boston Company/Mellon Bank   October 1991 - October 1993
The Putnam Companies   August 1991 - October 1991
John Hancock Mutual Life Insurance Co  January 1989 - January 1991
United Way of Massachusetts Bay  January 1985 - January 1988
Armed Forces Recreation Ctrs   January 1983 - January 1984
U.S. Army   January 1979 - January 1983

Skills
Strategic Planning, Email Marketing, Marketing, Advertising, Direct Marketing, Leadership, Lead Generation, Direct Mail, Creative Direction, Copywriting, Integrated Marketing, Marketing Communications, Proofreading

Education
New England Law Boston   1988 — 1992
JD

University of Southern California   1983 — 1984
MA, International Relations

Boston University
A.B, Music

Patrick Bohen Patrick Bohen Buffalo/Niagara, New York Area Details
Patrick Bohen's BNY Mellon Wealth Management Experience February 2009 - August 2011
Job Financial Advisor at Dopkins Wealth Management, LLC
Industry Investment Management
Experience
Dopkins Wealth Management, LLC   July 2013 - Present
Merrill Lynch Private Banking Investment Group, The Bohen Group   September 2011 - June 2013
BNY Mellon Wealth Management   February 2009 - August 2011
Bernstein Global Wealth Management  January 2005 - February 2009

Skills
Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Series 7, Wealth Management..., Securities, Hedge Funds, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 63, Equities, Strategic Financial..., Fixed Income, Investment Strategies, ETFs, Investment Advisory, Bloomberg

Education
Canisius College   1986 — 1989
BA, International Relations

Canisius High School   1981 — 1985
International Relations

Jason Apruzzese Jason Apruzzese Greater Boston Area Details
Jason Apruzzese's BNY Mellon Wealth Management Experience August 2014 - Present
Job Fixed Income Credit Analyst at BNY Mellon Wealth Management | MBA | CFA Level II Candidate
Industry Financial Services
Experience
BNY Mellon Wealth Management   August 2014 - Present
BNY Mellon Wealth Management   May 2013 - August 2014
Brown Brothers Harriman  April 2012 - August 2012
Pioneer Investments  June 2010 - April 2012
Pioneer Investments  June 2008 - June 2010
AspenCross Financial Group  June 2007 - August 2007

Education
Boston University Graduate School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Finance, Honors

Amherst College   2004 — 2008
Bachelor of Arts, Economics

Robert Nadherny Robert Nadherny Boston, Massachusetts Details
Robert Nadherny's BNY Mellon Wealth Management Experience April 2008 - January 2011
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2011 - Present
BNY Mellon Wealth Management   April 2008 - January 2011
Putnam Investments  1988 - 2008

Skills
Alternative Investments, Asset Managment, Series 7, Mutual Funds, Series 63, Series 24

Education
Alfred University   1981 — 1985

Raeja Morris Raeja Morris Greater Pittsburgh Area Details
Raeja Morris's BNY Mellon Wealth Management Experience February 2013 - April 2013
Job Small Business Specialist at Citizens Bank
Industry Banking
Experience
ServiceLink, A Black Knight Company  August 2015 - Present
Notary Public  February 2014 - Present
Citizens Bank  January 2014 - Present
Citizens Bank  March 2015 - May 2015
ServiceLink, a Black Knight company  May 2013 - December 2013
BNY Mellon Wealth Management   February 2013 - April 2013
QBE Insurance  September 2012 - February 2013
CardWorks Servicing, LLC  October 2010 - July 2012
Century 3 Kia   August 2010 - October 2010
highmark  August 2009 - June 2010

Skills
Employee Benefits, Process Improvement, Training, Business Analysis, Leadership, Performance Management, Access, Visio, Team Building, Microsoft Excel, SharePoint, Coaching, Vendor Management, Claim

Education
Carlow University   2014 — 2020
Bachelor of Science (B.S.), political Science and law

CCAC   2014 — 2016
Associate's degree, Social Sciences

Phillip Welton Phillip Welton Greater Boston Area Details
Phillip Welton's BNY Mellon Wealth Management Experience August 2007 - March 2012
Job Vice President / Product Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2012 - Present
BNY Mellon Wealth Management   August 2007 - March 2012
Harvard University  2005 - 2007
Dartmouth College  2004 - 2005
Episcopal Divinity School  1999 - 2004
United States Army Reserve  1991 - 2000
Chase Paymentech  1997 - 1999

Skills
Product Management, Correspondent Banking, Cross-border..., Business Development, International Relations, International Project..., Cultural Diplomacy, Community Outreach, Non-profit Leadership, Banking, Financial Services

Education
Norwich University   2013 — 2015
Master's Degree, Diplomacy (International Commerce Concentration), 3.8

Episcopal Divinity School   2000 — 2009
Master's Degree, Theology/Theological Studies, 3.7

Assumption College   1994 — 1997
Bachelor's Degree, Mathematics and Philosophy, 3.7

Middlesex Community College   1991 — 1994
Associate's Degree, Computer Science, 3.6

Kristi Heidkamp Kristi Heidkamp Greater Pittsburgh Area Details
Kristi Heidkamp's BNY Mellon Wealth Management Experience March 2015 - Present
Job Associate Recruiter at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   March 2015 - Present
BNY Mellon  April 2013 - Present
BNY Mellon  July 2010 - April 2013
BNY Mellon  July 2010 - March 2012
UBS Financial Services, Inc  April 2010 - June 2010
Schneider Downs & Co. Inc   July 2006 - December 2008
University of Pittsburgh  June 2004 - August 2004

Skills
Talent Acquisition, PeopleSoft, Lotus Notes, Microsoft Office, Employee Relations, Interviews, Microsoft Excel, Recruiting, Employee Benefits, New Hire Orientations, Onboarding, Compliance, Taleo, Payroll, Policy, Management, Hiring, Background Checks, Human Resources, Applicant Tracking..., HRIS

Education
La Roche College   2012 — 2015
Master of Science (M.S.), Human Resource Management

California University of Pennsylvania   2006 — 2009
BS, Human Resources Management

South Park High School

Araxie Nadjarian Araxie Nadjarian Greater Los Angeles Area Details
Araxie Nadjarian's BNY Mellon Wealth Management Experience May 2013 - March 2014
Job Assistant Vice President / Sales Associate at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking  December 2014 - Present
HSBC Commercial Banking  March 2014 - December 2014
BNY Mellon Wealth Management   May 2013 - March 2014
HSBC Private Bank  June 2011 - May 2013
Citi  May 2005 - June 2011

Skills
Private Banking, Wealth Management, Investments, Series 63, Customer Service, Equities, KYC, Banking, Mutual Funds, Bloomberg, Microsoft Excel, Series 6, Law Firm Administration, Series 7, Portfolio Management

Education
California State University-Los Angeles
Bachelors

James Traynor James Traynor Greater Pittsburgh Area Details
James Traynor's BNY Mellon Wealth Management Experience 2013 - 2014
Job Investment Securities
Industry Investment Banking
Experience
PNC  July 2015 - Present
PLS Logistics Services  January 2015 - July 2015
BNY Mellon Wealth Management   2013 - 2014
BNY Mellon  2011 - 2013
Internal Revenue Service  2010 - 2011
MAS Transit & Supply   2007 - 2010

Skills
Finance, Relationship Management, Statistics, Financial Analysis, Wealth Management, Account Reconciliation, Tax, Risk Management, Mutual Funds, Strategic Financial..., Investments, Banking, Valuation, Securities, Estate Planning, Corporate Finance, Customer Service

Education
Allegheny College   2007 — 2011
Bachelor of Arts (B.A.), Managerial Economics

Jovi Tatlow Jovi Tatlow Greater Los Angeles Area Details
Jovi Tatlow's BNY Mellon Wealth Management Experience March 2010 - Present
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management   March 2010 - Present
Carl Terzian Associates  March 2007 - March 2010

Education
CSU Chico   2001 — 2005
BA, Public Relations

Jannie Huey Jannie Huey Greater Boston Area Details
Jannie Huey's BNY Mellon Wealth Management Experience January 2015 - Present
Job Portfolio Administrator at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management   January 2015 - Present
Commonwealth Financial Network  September 2014 - December 2014
BNY Mellon  May 2014 - August 2014
Boston Public Library  September 2008 - June 2011
Boston Public Library  July 2009 - August 2009

Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Access

Education
Bentley University   2011 — 2015

Hue Tran Hue Tran Bronx, New York Details
Hue Tran's BNY Mellon Wealth Management Experience July 2012 - August 2012
Job Student at Carnegie Mellon University
Industry Financial Services
Experience
Axalta Coating Systems  May 2015 - August 2015
St. John’s Riverside Hospital   July 2014 - July 2014
BNY Mellon Wealth Management   July 2012 - August 2012

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, English, Management, Entrepreneurship, Economics, Accounting, Data Analysis, Research, Statistics, Matlab, Access, Analysis

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.93/4.0

Christina Milam Christina Milam Nacogdoches, Texas Details
Christina Milam's BNY Mellon Wealth Management Experience 2007 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
American Bureau of Shipping  2013 - 2013
BNY Mellon Wealth Management   2007 - 2011

Skills
Accounts Payable, Disbursements, Accounts Recievable, W9,W8,941, 1099 Taxes, Problem Collections, Payroll, Quality Control, Data Quality Control, ERP Systems, SAP, Oracle, Oracle Applications, JD Edwards, People Soft, Microsoft Excel, Microsoft Office, Lotus Notes

Education
University of Houston   2012 — 2013
Bachelor's of Arts, Corporate Communications minor Accounting

Blinn College   2009 — 2011
Business Administration and Management, General

andrea brimmer andrea brimmer Pittsburgh, Pennsylvania Details
andrea brimmer's BNY Mellon Wealth Management Experience January 2013 - December 2013
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon Wealth Management   January 2013 - December 2013
BNY Mellon Wealth Management   2013 - 2013

Education
Point Park University   2010 — 2012
Criminal Justice/Police Science

Kaplan Career Institute-Pittsburgh   2007 — 2010
Associate of Science (A.S.), Criminal Justice and Corrections

Denise Samuel Denise Samuel Greater Pittsburgh Area Details
Denise Samuel's BNY Mellon Wealth Management Experience June 1989 - July 2014
Job Founder of Warriors of Holiness In Power Full Gospel Church (WHIP Ministries)
Industry Religious Institutions
Experience
Warriors of Holiness In Power-Full Gospel Church (WHIP Ministries)   August 2007 - Present
WHIP Ministries   2007 - Present
BNY Mellon Wealth Management   June 1989 - July 2014

Education
Carlow University   2002 — 2007
Bachelor's degree, Business/Corporate Communications

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