BNY Mellon Wealth Management
Industry: Company
DescriptionCEO: 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
Nancy E. Anderson CTFA Nancy E. Anderson CTFA's BNY Mellon Wealth Management Experience July 2015 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
William Mitchell College of Law Alumni Board 2013 - Present
U.S. Trust / Bank of America Private Wealth Management May 2011 - Present
American Diabetes Association-MN Board Member April 2009 - Present
William Mitchell College of Law August 2010 - May 2014
US Bank, The Private Client Reserve May 2009 - May 2011
Citigroup - Global Wealth Advisory Group April 2006 - May 2009
American Diabetes Association Minnesota chapter January 2006 - January 2009
Merrill Lynch Trust Company April 1999 - March 2006
American Express Trust Company March 1992 - April 1999
Skills
Wealth Management, Estate Planning, Financial Planning, High Net Worth..., Private Wealth..., Trust Services, ualified Neutral Under..., Financial and Estate..., Investments, Leadership, Asset Management, Trusts, Financial Services, Investment Management, Finance, Strategic Financial..., Tax, Asset Allocation, Wealth, Financial Advisory, FINRA, Wealth Management..., Succession Planning, Credit, Retirement Planning, Personal Finance, Banking, Investment Advisory, Entrepreneurship, Series 7, Capital Markets, Portfolio Management
Education
The Institute of Certified Bankers 2011 — 2013
Certified Trust and Financial Advisor CTFA, Certified Trust and Financial Advisor
College for Financial Planning 2011 — 2011
Accredited Domestic Partnership Advisor (ADPA), Financial Planning for NonTraditional Families
Cannon Financial 2001 — 2003
CWS, Certified Wealth Strategist
The American College 1997 — 2000
Chartered Advisor in Philanthropy® (CAP®), Graduate Program in Philanthropic Planning
William Mitchell College of Law 1986 — 1991
Juris Doctor, LAW
University of Minnesota-Twin Cities 1979 — 1982
Bachelor of Science (BS), Finance and Financial Management Services
Minnesota State University, Mankato
Certified Financial Planning, Financial Planning
BNY Mellon Wealth Management July 2015 - Present
William Mitchell College of Law Alumni Board 2013 - Present
U.S. Trust / Bank of America Private Wealth Management May 2011 - Present
American Diabetes Association-MN Board Member April 2009 - Present
William Mitchell College of Law August 2010 - May 2014
US Bank, The Private Client Reserve May 2009 - May 2011
Citigroup - Global Wealth Advisory Group April 2006 - May 2009
American Diabetes Association Minnesota chapter January 2006 - January 2009
Merrill Lynch Trust Company April 1999 - March 2006
American Express Trust Company March 1992 - April 1999
Skills
Wealth Management, Estate Planning, Financial Planning, High Net Worth..., Private Wealth..., Trust Services, ualified Neutral Under..., Financial and Estate..., Investments, Leadership, Asset Management, Trusts, Financial Services, Investment Management, Finance, Strategic Financial..., Tax, Asset Allocation, Wealth, Financial Advisory, FINRA, Wealth Management..., Succession Planning, Credit, Retirement Planning, Personal Finance, Banking, Investment Advisory, Entrepreneurship, Series 7, Capital Markets, Portfolio Management
Education
The Institute of Certified Bankers 2011 — 2013
Certified Trust and Financial Advisor CTFA, Certified Trust and Financial Advisor
College for Financial Planning 2011 — 2011
Accredited Domestic Partnership Advisor (ADPA), Financial Planning for NonTraditional Families
Cannon Financial 2001 — 2003
CWS, Certified Wealth Strategist
The American College 1997 — 2000
Chartered Advisor in Philanthropy® (CAP®), Graduate Program in Philanthropic Planning
William Mitchell College of Law 1986 — 1991
Juris Doctor, LAW
University of Minnesota-Twin Cities 1979 — 1982
Bachelor of Science (BS), Finance and Financial Management Services
Minnesota State University, Mankato
Certified Financial Planning, Financial Planning
Christopher Swink Christopher Swink's BNY Mellon Wealth Management Experience September 2013 - Present
Job Senior Wealth Director, The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2013 - Present
SunTrust Private Wealth Management November 2011 - September 2013
Wachovia Wealth Management December 2008 - November 2011
Wachovia Securities, LLC June 2003 - December 2008
JPMorgan Chase December 1999 - May 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Risk Management, Training, Portfolio Management, Finance, Wealth, Small Business, Investment Strategies, Management, Commercial Lending, Loans, Estate Planning, Investment Management, Private Banking, Wealth Management..., Mutual Funds, Series 7, Financial Planning
Education
Florida Southern College 1992 — 1996
Bachelor of Science, Psychology
University of South Florida
Financial Planning
BNY Mellon Wealth Management September 2013 - Present
SunTrust Private Wealth Management November 2011 - September 2013
Wachovia Wealth Management December 2008 - November 2011
Wachovia Securities, LLC June 2003 - December 2008
JPMorgan Chase December 1999 - May 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Risk Management, Training, Portfolio Management, Finance, Wealth, Small Business, Investment Strategies, Management, Commercial Lending, Loans, Estate Planning, Investment Management, Private Banking, Wealth Management..., Mutual Funds, Series 7, Financial Planning
Education
Florida Southern College 1992 — 1996
Bachelor of Science, Psychology
University of South Florida
Financial Planning
Nicole Gulu Nicole Gulu's BNY Mellon Wealth Management Experience March 2014 - Present
Job
Industry Banking
Experience
BNY Mellon Wealth Management March 2014 - Present
Skills
Private Banking, Leadership, Wealth Management
Education
Dickinson College 2005 — 2009
Bachelor of Arts (B.A.), Economics
BNY Mellon Wealth Management March 2014 - Present
Skills
Private Banking, Leadership, Wealth Management
Education
Dickinson College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Katie Maier Katie Maier's BNY Mellon Wealth Management Experience September 2014 - Present
Job Pittsburgh Sales Group at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2014 - Present
Mellon Capital Management October 2012 - August 2014
Mellon Capital April 2011 - November 2012
BNY Mellon July 2008 - April 2011
Pittsburgh Pirates January 2008 - May 2008
Skills
Equities, Securities, Bloomberg, Investments, Banking, Asset Managment, DTC, Global Custody, Financial Services, Corporate Communications, Teamwork, Organization, Marketing, Event Management, Data Analysis, Financial Analysis, Corporate Actions, Product Marketing, Public Relations, Fixed Income, Asset Allocation, Microsoft Word, Sales, Facebook, Marketing Communications, Management, Analysis, Hedge Funds, Finance, Lotus Notes, Business Analysis, Social Networking, Mutual Funds, Asset Management
Education
Point Park University 2009 — 2010
MBA, Managemant
University of Pittsburgh 2006 — 2008
BSBA, Marketing
Community College of Allegheny County 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
BNY Mellon Wealth Management September 2014 - Present
Mellon Capital Management October 2012 - August 2014
Mellon Capital April 2011 - November 2012
BNY Mellon July 2008 - April 2011
Pittsburgh Pirates January 2008 - May 2008
Skills
Equities, Securities, Bloomberg, Investments, Banking, Asset Managment, DTC, Global Custody, Financial Services, Corporate Communications, Teamwork, Organization, Marketing, Event Management, Data Analysis, Financial Analysis, Corporate Actions, Product Marketing, Public Relations, Fixed Income, Asset Allocation, Microsoft Word, Sales, Facebook, Marketing Communications, Management, Analysis, Hedge Funds, Finance, Lotus Notes, Business Analysis, Social Networking, Mutual Funds, Asset Management
Education
Point Park University 2009 — 2010
MBA, Managemant
University of Pittsburgh 2006 — 2008
BSBA, Marketing
Community College of Allegheny County 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Alex Langley Alex Langley's BNY Mellon Wealth Management Experience June 2008 - September 2010
Job Senior Cash Control Associate at Mellon Capital
Industry Investment Management
Experience
Mellon Capital July 2013 - Present
Mellon Capital September 2010 - July 2013
BNY Mellon Wealth Management June 2008 - September 2010
Skills
Business Process..., Project Leadership, Data Analysis, Procedure Development, Client Focus
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
Gettysburg College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Business Management
Mellon Capital July 2013 - Present
Mellon Capital September 2010 - July 2013
BNY Mellon Wealth Management June 2008 - September 2010
Skills
Business Process..., Project Leadership, Data Analysis, Procedure Development, Client Focus
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
Gettysburg College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Business Management
JD Govoni's BNY Mellon Wealth Management Experience August 2015 - Present
Job Private Banking Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
State Street May 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Photoshop, Customer Service, Corporate Actions, Finance, Banking, Data Analysis, Securities
Education
Gettysburg College 2011 — 2015
Thayer Academy 2007 — 2011
High School, College Prep.
BNY Mellon Wealth Management August 2015 - Present
State Street May 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Photoshop, Customer Service, Corporate Actions, Finance, Banking, Data Analysis, Securities
Education
Gettysburg College 2011 — 2015
Thayer Academy 2007 — 2011
High School, College Prep.
Renzo Cerabino, JD, MBA, CFP, CLU, CDFA's BNY Mellon Wealth Management Experience February 2014 - Present
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2014 - Present
First Niagara Bank September 2011 - January 2014
Merrill Lynch August 2010 - September 2011
M&T Bank November 2007 - August 2010
M&T Bank July 2005 - October 2007
Hinman, Howard & Kattell, LLP February 2000 - July 2005
Skills
Financial Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, Retirement Planning, Certified Divorce..., Italian, Alternative Investments
Education
Villanova University 1996 — 2000
MBA, Business
Villanova University School of Law 1996 — 1999
JD, Law
Cornell University 1993 — 1996
B.S., Industrial and Labor Relations
Xaverian High School 1988 — 1992
High School, High School
BNY Mellon Wealth Management February 2014 - Present
First Niagara Bank September 2011 - January 2014
Merrill Lynch August 2010 - September 2011
M&T Bank November 2007 - August 2010
M&T Bank July 2005 - October 2007
Hinman, Howard & Kattell, LLP February 2000 - July 2005
Skills
Financial Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, Retirement Planning, Certified Divorce..., Italian, Alternative Investments
Education
Villanova University 1996 — 2000
MBA, Business
Villanova University School of Law 1996 — 1999
JD, Law
Cornell University 1993 — 1996
B.S., Industrial and Labor Relations
Xaverian High School 1988 — 1992
High School, High School
Scott Pinchak's BNY Mellon Wealth Management Experience August 2013 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management August 2013 - Present
Creative Financial Group December 2006 - July 2013
Skills
Risk Management, Strategic Planning, Investment Management, Leadership, Team Leadership, Wealth Management, Sales Management, Management, New Business Development, Finance, Estate Planning, Wealth, Wealth Management..., Insurance, Financial Planners, Life Insurance, Retirement Planning, Securities, Financial Planning
Education
Drexel University - College of Business and Administration 2001 — 2006
B.S.B.A., Finance
BNY Mellon Wealth Management August 2013 - Present
Creative Financial Group December 2006 - July 2013
Skills
Risk Management, Strategic Planning, Investment Management, Leadership, Team Leadership, Wealth Management, Sales Management, Management, New Business Development, Finance, Estate Planning, Wealth, Wealth Management..., Insurance, Financial Planners, Life Insurance, Retirement Planning, Securities, Financial Planning
Education
Drexel University - College of Business and Administration 2001 — 2006
B.S.B.A., Finance
Kimberly Felder Kimberly Felder's BNY Mellon Wealth Management Experience November 2013 - May 2014
Job Benefits Advisor at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt May 2014 - Present
BNY Mellon Wealth Management November 2013 - May 2014
Aon Hewitt July 2011 - November 2012
Aon Hewitt 2011 - 2012
Skills
Employee Benefits, Deferred Compensation, HRIS, Benefits Administration, Employee Engagement, Coaching, Training, Call Centers, Performance Management, COBRA, Talent Management, Leadership Development, Public Speaking, Customer Service, Team Building, Leadership
Education
College of Biblical Studies-Houston 2013 — 2015
Bachelor of Arts (B.A.), Counseling
Texas Southern University 1992 — 2002
Bachelor of Arts (B.A.), Music Education
Aon Hewitt May 2014 - Present
BNY Mellon Wealth Management November 2013 - May 2014
Aon Hewitt July 2011 - November 2012
Aon Hewitt 2011 - 2012
Skills
Employee Benefits, Deferred Compensation, HRIS, Benefits Administration, Employee Engagement, Coaching, Training, Call Centers, Performance Management, COBRA, Talent Management, Leadership Development, Public Speaking, Customer Service, Team Building, Leadership
Education
College of Biblical Studies-Houston 2013 — 2015
Bachelor of Arts (B.A.), Counseling
Texas Southern University 1992 — 2002
Bachelor of Arts (B.A.), Music Education
Ken Carlson, CWS, MBA's BNY Mellon Wealth Management Experience July 2011 - November 2012
Job Senior Vice President & Senior Portfolio Manger at IBERIABANK
Industry Investment Management
Experience
IBERIABANK November 2012 - Present
BNY Mellon Wealth Management July 2011 - November 2012
KeyBank January 2009 - July 2011
Wells Fargo December 2006 - December 2008
Coconut Grove Bank July 2002 - December 2006
Charles Schwab November 1992 - July 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Investment Management, Equities, Asset Management, Relationship Management, Banking, Alternative Investments, Investment Strategies, Due Diligence, Series 7, Private Banking, Sales, Asset Managment, Estate Planning, Bonds, Wealth Management..., Wealth, Fixed Income, Loans, Financial Advisory, Financial Planning, Series 63, Series 65, Credit, Strategic Financial..., Securities, Contract Negotiation, Marketing, FINRA, Ice Hockey, Football, Golf, Triathlon, Boating, USCG Captain, Office Linebacker
Education
University of Colorado Boulder 1999 — 2001
MBA, Management
Ferris State University 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
IBERIABANK November 2012 - Present
BNY Mellon Wealth Management July 2011 - November 2012
KeyBank January 2009 - July 2011
Wells Fargo December 2006 - December 2008
Coconut Grove Bank July 2002 - December 2006
Charles Schwab November 1992 - July 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Investment Management, Equities, Asset Management, Relationship Management, Banking, Alternative Investments, Investment Strategies, Due Diligence, Series 7, Private Banking, Sales, Asset Managment, Estate Planning, Bonds, Wealth Management..., Wealth, Fixed Income, Loans, Financial Advisory, Financial Planning, Series 63, Series 65, Credit, Strategic Financial..., Securities, Contract Negotiation, Marketing, FINRA, Ice Hockey, Football, Golf, Triathlon, Boating, USCG Captain, Office Linebacker
Education
University of Colorado Boulder 1999 — 2001
MBA, Management
Ferris State University 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Charles Cramer's BNY Mellon Wealth Management Experience May 2009 - May 2012
Job Bartender at New Amsterdam
Industry Retail
Experience
House of the Dead May 2012 - Present
New Amsterdam November 2011 - Present
BNY Mellon Wealth Management May 2009 - May 2012
DICK'S Sporting Goods November 2008 - April 2009
EDMC October 2006 - October 2008
EDMC May 2005 - October 2006
Walden University January 2002 - April 2005
Baltimore City Paper December 1998 - December 2001
Community College of Beaver County January 1995 - May 1996
US Army April 1992 - October 1994
Skills
SDLC, Business Process..., Project Management, Microsoft Excel, Business Analysis, Business Development, Time Management, Training, Leadership Development, Staff Development, Microsoft Office, Customer Service, Team Building, Higher Education, Coaching, Public Speaking
Education
Indiana University of Pennsylvania 1996 — 1998
Bachelor of Science, Geographic Information Systems
Community College of Beaver County 1995 — 1996
Associate of Applied Science, Environmental Technology
House of the Dead May 2012 - Present
New Amsterdam November 2011 - Present
BNY Mellon Wealth Management May 2009 - May 2012
DICK'S Sporting Goods November 2008 - April 2009
EDMC October 2006 - October 2008
EDMC May 2005 - October 2006
Walden University January 2002 - April 2005
Baltimore City Paper December 1998 - December 2001
Community College of Beaver County January 1995 - May 1996
US Army April 1992 - October 1994
Skills
SDLC, Business Process..., Project Management, Microsoft Excel, Business Analysis, Business Development, Time Management, Training, Leadership Development, Staff Development, Microsoft Office, Customer Service, Team Building, Higher Education, Coaching, Public Speaking
Education
Indiana University of Pennsylvania 1996 — 1998
Bachelor of Science, Geographic Information Systems
Community College of Beaver County 1995 — 1996
Associate of Applied Science, Environmental Technology
Alyssa Grugan Alyssa Grugan's BNY Mellon Wealth Management Experience February 2015 - Present
Job Assistant Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon Wealth Management July 2013 - January 2015
BNY Mellon Wealth Management November 2009 - June 2013
myCIO Wealther Partners June 2008 - November 2009
Carina Wealth Management LLC August 2007 - June 2008
UBS May 2007 - August 2007
Education
College of Charleston 2005 — 2008
B.S. in Business Administration
Miami University 2004 — 2005
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon Wealth Management July 2013 - January 2015
BNY Mellon Wealth Management November 2009 - June 2013
myCIO Wealther Partners June 2008 - November 2009
Carina Wealth Management LLC August 2007 - June 2008
UBS May 2007 - August 2007
Education
College of Charleston 2005 — 2008
B.S. in Business Administration
Miami University 2004 — 2005
Nolita C. Vassell's BNY Mellon Wealth Management Experience April 2013 - Present
Job Business Development Sales Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2013 - Present
Bank Leumi December 2006 - March 2013
TCF Bank August 2004 - December 2006
Skills
Credit, Banking, Private Banking, Commercial Banking, Loans, Investments, Client Development, Manage Client..., Foreign Investment, Foreign Currency, Credit Analysis, Small Business Lending
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Round Lake High School
General Studies
BNY Mellon Wealth Management April 2013 - Present
Bank Leumi December 2006 - March 2013
TCF Bank August 2004 - December 2006
Skills
Credit, Banking, Private Banking, Commercial Banking, Loans, Investments, Client Development, Manage Client..., Foreign Investment, Foreign Currency, Credit Analysis, Small Business Lending
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Round Lake High School
General Studies
Brenda A. Smiley's BNY Mellon Wealth Management Experience October 2014 - Present
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management October 2014 - Present
Kelly IT Resources July 2006 - October 2014
MidAmerica Bank April 2004 - June 2006
Fiserv EFT June 2002 - April 2004
Accountemps January 2002 - February 2004
Ross Stores December 2000 - December 2001
US Bank October 2000 - December 2001
Comerica Bank February 2000 - September 2000
Public Storage July 1999 - January 2000
Firstar Bank November 1998 - June 1999
Skills
Banking, Private Banking, Commercial Banking, Retail Banking, Investment Banking, Corporate Trust, Trust Services, Trust Management, Entertainment Banking, Credit, Loans, Investments, Management, Leadership, Financial Services, Portfolio Management, Securities
Education
Colorado Technical University-Online 2009 — 2011
Master, Business Management, 3.33
Colorado Technical University-Online 2008 — 2009
Bachelor, Business Administration - Management, 3.42
Colorado Technical University-Online 2007 — 2008
General Studies, 3.08
BNY Mellon Wealth Management October 2014 - Present
Kelly IT Resources July 2006 - October 2014
MidAmerica Bank April 2004 - June 2006
Fiserv EFT June 2002 - April 2004
Accountemps January 2002 - February 2004
Ross Stores December 2000 - December 2001
US Bank October 2000 - December 2001
Comerica Bank February 2000 - September 2000
Public Storage July 1999 - January 2000
Firstar Bank November 1998 - June 1999
Skills
Banking, Private Banking, Commercial Banking, Retail Banking, Investment Banking, Corporate Trust, Trust Services, Trust Management, Entertainment Banking, Credit, Loans, Investments, Management, Leadership, Financial Services, Portfolio Management, Securities
Education
Colorado Technical University-Online 2009 — 2011
Master, Business Management, 3.33
Colorado Technical University-Online 2008 — 2009
Bachelor, Business Administration - Management, 3.42
Colorado Technical University-Online 2007 — 2008
General Studies, 3.08
Jose A. Garcia's BNY Mellon Wealth Management Experience June 2015 - Present
Job Portfolio Analyst, MBA Candidate 2016
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. August 2013 - May 2015
Berman & Berman, P.A. December 2012 - July 2013
Skills
Public Speaking, Leadership Development, Budgets, Team Building, Microsoft Office, PowerPoint, Customer Service, Strategic Planning, Event Planning, Spanish, Fundraising, Management, Marketing, Public Relations, Nonprofits
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (MBA)
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance with Honors
Christopher Columbus High School 2004 — 2008
BNY Mellon Wealth Management June 2015 - Present
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. August 2013 - May 2015
Berman & Berman, P.A. December 2012 - July 2013
Skills
Public Speaking, Leadership Development, Budgets, Team Building, Microsoft Office, PowerPoint, Customer Service, Strategic Planning, Event Planning, Spanish, Fundraising, Management, Marketing, Public Relations, Nonprofits
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (MBA)
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance with Honors
Christopher Columbus High School 2004 — 2008
Michael A. Cabanas Michael A. Cabanas's BNY Mellon Wealth Management Experience January 2013 - August 2014
Job EVP/ Head of Wealth Management
Industry Financial Services
Experience
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Kim Pina Kim Pina's BNY Mellon Wealth Management Experience August 2014 - Present
Job Life Claims Analyst at Metlife
Industry Financial Services
Experience
Metlife February 2015 - Present
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management September 2001 - September 2011
Boston Financial Data Services September 1990 - September 2001
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Management, Mutual Funds, Outlook, Finance, Financial Services, Leadership, Process Improvement, Photoshop, Windows, Access
Education
New England Institute of Technology 2012 — 2014
Associate in Science Degree in Business Management, Business Management Technology, 3.65
Johnson and Wales University 2006 — 2006
Business Administration and Management, General
Metlife February 2015 - Present
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management September 2001 - September 2011
Boston Financial Data Services September 1990 - September 2001
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Management, Mutual Funds, Outlook, Finance, Financial Services, Leadership, Process Improvement, Photoshop, Windows, Access
Education
New England Institute of Technology 2012 — 2014
Associate in Science Degree in Business Management, Business Management Technology, 3.65
Johnson and Wales University 2006 — 2006
Business Administration and Management, General
Paul Chmielewski Paul Chmielewski's BNY Mellon Wealth Management Experience October 2010 - December 2013
Job Wealth Management
Industry Investment Management
Experience
Key Private Bank February 2014 - Present
BNY Mellon Wealth Management October 2010 - December 2013
Private Law Firm June 1995 - October 2010
Skills
Estate Planning, Wealth, Wealth Management, Business Succession..., Succession Planning, Asset Protection, Wealth Management..., High Net Worth..., Strategic Financial..., Trusts, Financial Planners, Small Business, Wills, Estate Administration, Family Office, Estate Tax Planning, Trust Services, Tax Law, Private Banking, Estate Law, Investments, Charities, Investment Management, Securities, LLC, Powers of Attorney, Fiduciary, Business Formation, Business Transactions, Corporate Law, Corporate Governance, Charitable Trusts, Alternative Investments, Mediation, Real Estate, Dispute Resolution, Legal Assistance, Litigation, Elder Law, Legal Writing, Legal Advice, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1998
LL.M., Taxation
Florida State University College of Law 1992 — 1995
J.D., Law
Florida State University 1988 — 1990
Bachelor of Science (B.S.), Finance, General
Key Private Bank February 2014 - Present
BNY Mellon Wealth Management October 2010 - December 2013
Private Law Firm June 1995 - October 2010
Skills
Estate Planning, Wealth, Wealth Management, Business Succession..., Succession Planning, Asset Protection, Wealth Management..., High Net Worth..., Strategic Financial..., Trusts, Financial Planners, Small Business, Wills, Estate Administration, Family Office, Estate Tax Planning, Trust Services, Tax Law, Private Banking, Estate Law, Investments, Charities, Investment Management, Securities, LLC, Powers of Attorney, Fiduciary, Business Formation, Business Transactions, Corporate Law, Corporate Governance, Charitable Trusts, Alternative Investments, Mediation, Real Estate, Dispute Resolution, Legal Assistance, Litigation, Elder Law, Legal Writing, Legal Advice, Financial Planning
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1998
LL.M., Taxation
Florida State University College of Law 1992 — 1995
J.D., Law
Florida State University 1988 — 1990
Bachelor of Science (B.S.), Finance, General
Christopher Facka, CFP®'s BNY Mellon Wealth Management Experience 2013 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY MELLON WEALTH MANAGEMENT 2013 - Present
Wells Fargo Advisors - Private Client Group 2000 - 2013
Skills
Wealth Management..., Sales Management, Sales Motivation, Sales Presentations, Investment Strategies, Strategic Financial..., Recruiting, Strategic Marketing, Estates & Trusts, Seminars & Workshops, Leadership, Forging Business..., P & L, Staff Development, Estate Planning, Finance, Investment Management, Wealth, Private Banking, Management, Investments, Asset Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Financial Planning, Securities, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance and Entrepreneurship
Harvard University 1992 — 1995
Bachelor of Arts (B.A.)
BNY MELLON WEALTH MANAGEMENT 2013 - Present
Wells Fargo Advisors - Private Client Group 2000 - 2013
Skills
Wealth Management..., Sales Management, Sales Motivation, Sales Presentations, Investment Strategies, Strategic Financial..., Recruiting, Strategic Marketing, Estates & Trusts, Seminars & Workshops, Leadership, Forging Business..., P & L, Staff Development, Estate Planning, Finance, Investment Management, Wealth, Private Banking, Management, Investments, Asset Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Financial Planning, Securities, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance and Entrepreneurship
Harvard University 1992 — 1995
Bachelor of Arts (B.A.)
Chris Hohlstein Chris Hohlstein's BNY Mellon Wealth Management Experience 2012 - Present
Job Regional President BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2012 - Present
Synovus Family Asset Management 1999 - 2012
SeaBridge Investment Advisors 1996 - 1999
Prudential Bache Capital Funding 1983 - 1989
Skills
Alternative Investments, Asset Management, Equities, Securities, Hedge Funds, Asset Allocation, Fixed Income, Strategic Financial..., Financial Services, Mutual Funds, Investment Advisory, Financial Analysis, Mergers & Acquisitions, Private Banking, Investment Management, Wealth Management..., Strategic Planning, Financial Planning
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance and Marketing
Duke University 1979 — 1983
BA, Economics
The Lovett School
Diploma
BNY Mellon Wealth Management 2012 - Present
Synovus Family Asset Management 1999 - 2012
SeaBridge Investment Advisors 1996 - 1999
Prudential Bache Capital Funding 1983 - 1989
Skills
Alternative Investments, Asset Management, Equities, Securities, Hedge Funds, Asset Allocation, Fixed Income, Strategic Financial..., Financial Services, Mutual Funds, Investment Advisory, Financial Analysis, Mergers & Acquisitions, Private Banking, Investment Management, Wealth Management..., Strategic Planning, Financial Planning
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance and Marketing
Duke University 1979 — 1983
BA, Economics
The Lovett School
Diploma
Ashley Glod's BNY Mellon Wealth Management Experience January 2015 - Present
Job Service Support Specialist at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management January 2015 - Present
BNY Mellon July 2013 - January 2015
BNY Mellon July 2012 - June 2013
Skills
Customer Service, Teamwork, Time Management, Microsoft Office, Microsoft Excel
Education
Point Park University 2014 — 2015
Master's degree, Organizational Leadership
Indiana University of Pennsylvania 2008 — 2012
Bachelor's degree, Fashion Merchandising, Business Administration
BNY Mellon Wealth Management January 2015 - Present
BNY Mellon July 2013 - January 2015
BNY Mellon July 2012 - June 2013
Skills
Customer Service, Teamwork, Time Management, Microsoft Office, Microsoft Excel
Education
Point Park University 2014 — 2015
Master's degree, Organizational Leadership
Indiana University of Pennsylvania 2008 — 2012
Bachelor's degree, Fashion Merchandising, Business Administration
Bridget Casher's BNY Mellon Wealth Management Experience August 2012 - Present
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2012 - Present
BNY Mellon Wealth Management July 2008 - August 2012
PNC March 2003 - July 2008
Skills
Portfolio Management, Banking, Investments
Education
Penn State University 2005 — 2008
BS, Business Management
HACC, Central Pennsylvania's Community College 2002 — 2005
AA, Business Administration
BNY Mellon Wealth Management August 2012 - Present
BNY Mellon Wealth Management July 2008 - August 2012
PNC March 2003 - July 2008
Skills
Portfolio Management, Banking, Investments
Education
Penn State University 2005 — 2008
BS, Business Management
HACC, Central Pennsylvania's Community College 2002 — 2005
AA, Business Administration
Craig Sutherland's BNY Mellon Wealth Management Experience 1999 - 2013
Job FOUNDER STRATEGIC PROBABILITY PARTNERS
Industry Financial Services
Experience
Strategic Probability Partners April 2015 - Present
BNY Mellon Wealth Management 1999 - 2013
Sanford Bernstein and Company 1996 - 1999
Northern Trust 1982 - 1996
Connecticut General Life Insurance Company 1981 - 1982
Arthur Anderson and Conpany 1979 - 1981
Education
Indiana University Bloomington
Bachelor of Science (BS)
Strategic Probability Partners April 2015 - Present
BNY Mellon Wealth Management 1999 - 2013
Sanford Bernstein and Company 1996 - 1999
Northern Trust 1982 - 1996
Connecticut General Life Insurance Company 1981 - 1982
Arthur Anderson and Conpany 1979 - 1981
Education
Indiana University Bloomington
Bachelor of Science (BS)
Susan Kubar's BNY Mellon Wealth Management Experience April 2012 - Present
Job Senior Fiduciary Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2012 - Present
GenSpring Family Offices March 2007 - April 2012
Quarles & Brady LLP August 1998 - March 2007
Education
University of Miami School of Law 1995 — 1996
Master of Laws (LL.M.)
University of Florida - Fredric G. Levin College of Law 1992 — 1995
Doctor of Law (J.D.)
University of Florida 1990 — 1992
Bachelor's degree
Cornell University 1988 — 1990
BNY Mellon Wealth Management April 2012 - Present
GenSpring Family Offices March 2007 - April 2012
Quarles & Brady LLP August 1998 - March 2007
Education
University of Miami School of Law 1995 — 1996
Master of Laws (LL.M.)
University of Florida - Fredric G. Levin College of Law 1992 — 1995
Doctor of Law (J.D.)
University of Florida 1990 — 1992
Bachelor's degree
Cornell University 1988 — 1990
Naasik Islam's BNY Mellon Wealth Management Experience July 2014 - August 2014
Job Founding Member at Linute | Student at Fordham | Investment Mgmt. Intern at MSKCC
Industry Financial Services
Experience
Memorial Sloan Kettering Cancer Center September 2015 - Present
Linute February 2015 - Present
Fordham Alternative Investments Club January 2015 - Present
Alignment Asset Management May 2015 - August 2015
Wavelength Capital Management February 2015 - June 2015
Bronx Community College January 2015 - May 2015
BNY Mellon Wealth Management July 2014 - August 2014
P2Logic March 2013 - May 2014
Nujobi.com March 2012 - March 2013
Skills
Public Speaking, Entrepreneurship, Alternative Investments, Graphic Design, Startup Development, Business Development, Corporate Valuation, Leadership, Research, Photoshop, Beatboxing, Social Media Marketing, Teamwork, Financial Market..., User Interface Design
Education
Fordham University 2014 — 2018
Bachelor's Degree, Finance, General
William Cullen Bryant High School 2011 — 2014
Advanced Regents Diploma with Honor, GPA 4.0
Memorial Sloan Kettering Cancer Center September 2015 - Present
Linute February 2015 - Present
Fordham Alternative Investments Club January 2015 - Present
Alignment Asset Management May 2015 - August 2015
Wavelength Capital Management February 2015 - June 2015
Bronx Community College January 2015 - May 2015
BNY Mellon Wealth Management July 2014 - August 2014
P2Logic March 2013 - May 2014
Nujobi.com March 2012 - March 2013
Skills
Public Speaking, Entrepreneurship, Alternative Investments, Graphic Design, Startup Development, Business Development, Corporate Valuation, Leadership, Research, Photoshop, Beatboxing, Social Media Marketing, Teamwork, Financial Market..., User Interface Design
Education
Fordham University 2014 — 2018
Bachelor's Degree, Finance, General
William Cullen Bryant High School 2011 — 2014
Advanced Regents Diploma with Honor, GPA 4.0
Mary Ellen McCabe's BNY Mellon Wealth Management Experience 2013 - Present
Job Senior Director Portfolio Management at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2013 - Present
Skills
Portfolio Management, Investments, Manage Client..., Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Securities, Fixed Income, Financial Services
Education
Cornell University
Bachelor of Science (BS), Economics
Fordham University School of Law
Doctor of Law (JD)
BNY Mellon Wealth Management 2013 - Present
Skills
Portfolio Management, Investments, Manage Client..., Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Securities, Fixed Income, Financial Services
Education
Cornell University
Bachelor of Science (BS), Economics
Fordham University School of Law
Doctor of Law (JD)
Thomas Roberts Thomas Roberts's BNY Mellon Wealth Management Experience January 2014 - Present
Job Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2014 - Present
BNY Mellon Wealth Management January 2007 - December 2013
BNY Mellon Wealth Management 1984 - 2007
Skills
Wealth Management, Banking, Private Banking, Loans, Management
Education
Fordham University 1989 — 1993
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1981 — 1985
Bachelor's degree, History
BNY Mellon Wealth Management January 2014 - Present
BNY Mellon Wealth Management January 2007 - December 2013
BNY Mellon Wealth Management 1984 - 2007
Skills
Wealth Management, Banking, Private Banking, Loans, Management
Education
Fordham University 1989 — 1993
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1981 — 1985
Bachelor's degree, History
James Nelsen James Nelsen's BNY Mellon Wealth Management Experience May 2014 - August 2014
Job S&T Summer Analyst at PNC
Industry Financial Services
Experience
PNC June 2015 - August 2015
Mid Atlantic Capital Group, Inc. January 2015 - January 2015
BNY Mellon Wealth Management May 2014 - August 2014
The Zebra May 2012 - August 2012
Skills
Capital IQ, Entrepreneurship, Bloomberg Terminal, Microsoft Excel, Macintosh Applications, Financial Modeling, Equity Research Analysis, Innovation Development, Business Presentations, Search engine..., Business Strategy
Education
Indiana University Bloomington 2014 — 2016
Bachelor's Degree, Finance and Accounting, Rising Junior (3.79)
Temple University 2012 — 2014
Bachelor's Degree, Finance and Economics
PNC June 2015 - August 2015
Mid Atlantic Capital Group, Inc. January 2015 - January 2015
BNY Mellon Wealth Management May 2014 - August 2014
The Zebra May 2012 - August 2012
Skills
Capital IQ, Entrepreneurship, Bloomberg Terminal, Microsoft Excel, Macintosh Applications, Financial Modeling, Equity Research Analysis, Innovation Development, Business Presentations, Search engine..., Business Strategy
Education
Indiana University Bloomington 2014 — 2016
Bachelor's Degree, Finance and Accounting, Rising Junior (3.79)
Temple University 2012 — 2014
Bachelor's Degree, Finance and Economics
Lindsey Reiss Gomez's BNY Mellon Wealth Management Experience April 2015 - Present
Job Sales Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon Wealth Management July 2008 - Present
AllianceBernstein January 2006 - July 2008
Skills
Marketing, Customer Service, Microsoft Office, Account Management, Outlook, Social Media Marketing, Marketing Communications, Marketing Strategy, Public Relations, Financial Analysis, Public Speaking, Team Building, Sales, Strategic Planning
Education
Florida Atlantic University
BA in Arts and Humanities, Art History
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon Wealth Management July 2008 - Present
AllianceBernstein January 2006 - July 2008
Skills
Marketing, Customer Service, Microsoft Office, Account Management, Outlook, Social Media Marketing, Marketing Communications, Marketing Strategy, Public Relations, Financial Analysis, Public Speaking, Team Building, Sales, Strategic Planning
Education
Florida Atlantic University
BA in Arts and Humanities, Art History
Stephen LaForte Stephen LaForte's BNY Mellon Wealth Management Experience February 2015 - Present
Job Senior Director of Portfolio Management at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon March 2007 - Present
Northern Trust March 2004 - March 2007
Skills
Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fixed Income, Asset Managment, Hedge Funds, Bloomberg, Bonds, Investment Strategies, Investment Management, Investments, Private Banking, High Net Worth..., Strategic Financial..., Financial Analysis, Loans, Retirement, Banking, Financial Services, Wealth Management..., Investment Advisory, Trading, Financial Markets, Retirement Planning, Wealth, Relationship Management, Trust Services, ETFs, Institutional..., Financial Advisory, Portfolio Optimization, Tactical Asset..., Fixed Income Analysis, Credit Analysis, Emerging Markets, Estate Planning, Finance, Hedging, High Yield, Fixed Income Portfolio..., Securities, Series 7, Capital Markets, FX Options, Asset Management, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Honor society top 20% of class
Florida Atlantic University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon March 2007 - Present
Northern Trust March 2004 - March 2007
Skills
Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fixed Income, Asset Managment, Hedge Funds, Bloomberg, Bonds, Investment Strategies, Investment Management, Investments, Private Banking, High Net Worth..., Strategic Financial..., Financial Analysis, Loans, Retirement, Banking, Financial Services, Wealth Management..., Investment Advisory, Trading, Financial Markets, Retirement Planning, Wealth, Relationship Management, Trust Services, ETFs, Institutional..., Financial Advisory, Portfolio Optimization, Tactical Asset..., Fixed Income Analysis, Credit Analysis, Emerging Markets, Estate Planning, Finance, Hedging, High Yield, Fixed Income Portfolio..., Securities, Series 7, Capital Markets, FX Options, Asset Management, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Honor society top 20% of class
Florida Atlantic University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Nicole Izquierdo's BNY Mellon Wealth Management Experience February 2011 - Present
Job Portfolio Analyst, BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management February 2011 - Present
BNY Mellon Wealth Management May 2005 - February 2011
Doral Golf Resort & Spa 2003 - May 2005
Skills
Equities, Securities, Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Investment Management, Wealth, Personal Finance, Wealth Management..., Investment Advisory
Education
Florida International University
Bachelor's degree
Florida State University - College of Business
Certificate, Financial Planning
BNY Mellon Wealth Management February 2011 - Present
BNY Mellon Wealth Management May 2005 - February 2011
Doral Golf Resort & Spa 2003 - May 2005
Skills
Equities, Securities, Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Investment Management, Wealth, Personal Finance, Wealth Management..., Investment Advisory
Education
Florida International University
Bachelor's degree
Florida State University - College of Business
Certificate, Financial Planning
Chad Englert Chad Englert's BNY Mellon Wealth Management Experience February 2013 - May 2015
Job Vice President, BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
BNY Mellon Wealth Management February 2013 - May 2015
Utility Service Partners, Inc August 2012 - February 2013
Utility Service Partners, Inc./AWHR December 2011 - August 2012
Fox Chapel Golf Club January 2011 - December 2011
Skills
Budgets, Financial Analysis, Accounting, Process Improvement, Business Analysis, Contract Negotiation, Leadership, PowerPoint, Salesforce.com, Corporate Finance, IBM Cognos, Forecasting, Profability Analysis, Fee Analysis, Comparative Market..., Business Development, Strategic Planning, Customer Service, Complex Analysis, Change Management, Operations Management, Account Management, Advanced Microsoft..., Microsoft Office, New Business Development, Business Strategy, Visio, MicroStrategy Reporting
Education
University of Pittsburgh 2008 — 2011
Bachelor of Arts and Science, Economics
Community College of Allegheny County 2006 — 2008
Bachelor of Arts and Science, General Studies
BNY Mellon May 2015 - Present
BNY Mellon Wealth Management February 2013 - May 2015
Utility Service Partners, Inc August 2012 - February 2013
Utility Service Partners, Inc./AWHR December 2011 - August 2012
Fox Chapel Golf Club January 2011 - December 2011
Skills
Budgets, Financial Analysis, Accounting, Process Improvement, Business Analysis, Contract Negotiation, Leadership, PowerPoint, Salesforce.com, Corporate Finance, IBM Cognos, Forecasting, Profability Analysis, Fee Analysis, Comparative Market..., Business Development, Strategic Planning, Customer Service, Complex Analysis, Change Management, Operations Management, Account Management, Advanced Microsoft..., Microsoft Office, New Business Development, Business Strategy, Visio, MicroStrategy Reporting
Education
University of Pittsburgh 2008 — 2011
Bachelor of Arts and Science, Economics
Community College of Allegheny County 2006 — 2008
Bachelor of Arts and Science, General Studies
Eric Andrysiak Eric Andrysiak's BNY Mellon Wealth Management Experience August 2014 - Present
Job Vice President at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2014 - Present
Northern Trust Corporation April 2009 - August 2014
The PrivateBank December 2002 - April 2009
Skills
Credit, Credit Risk, Credit Analysis, Banking, Private Banking, Private Bank, Financial Analysis, Financial Modeling, Financial Markets, Financial Risk, Loans, Commercial Banking, Commercial Real Estate, Commercial Lending, Commercial Lines
Education
DePaul University 2006 — 2007
M.B.A; B.A, Real Estate Investment and Finance; Finance
Michigan State 1998 — 2001
Bachelor of Science, Finance, General
Marshall High School
BNY Mellon Wealth Management August 2014 - Present
Northern Trust Corporation April 2009 - August 2014
The PrivateBank December 2002 - April 2009
Skills
Credit, Credit Risk, Credit Analysis, Banking, Private Banking, Private Bank, Financial Analysis, Financial Modeling, Financial Markets, Financial Risk, Loans, Commercial Banking, Commercial Real Estate, Commercial Lending, Commercial Lines
Education
DePaul University 2006 — 2007
M.B.A; B.A, Real Estate Investment and Finance; Finance
Michigan State 1998 — 2001
Bachelor of Science, Finance, General
Marshall High School
Joe Croce Joe Croce's BNY Mellon Wealth Management Experience December 2006 - December 2008
Job Senior Legislative Affairs Advisor at the Federal Law Enforcement Training Center Washington Office
Industry Government Relations
Experience
THE FEDERAL LAW ENFORCEMENT TRAINING CENTER RECREATION ASSOCIATION, INCORP. June 2015 - Present
U.S. House of Representatives September 2012 - April 2013
House Appropriations Subcommittee on Homeland Security September 2011 - September 2012
USCBP/DHS May 2009 - September 2012
BNY Mellon Wealth Management December 2006 - December 2008
U.S. Marine Corps Reserve (3rd & 4th CAG) 1997 - 2005
Skills
International Relations, Policy Analysis, Strategic Planning, Public Policy, Government, Politics, Legal Research, Policy, Strategic Communications, Political Science, Public Speaking, Spanish
Education
The Johns Hopkins University 2013 — 2015
Master's Degree, Government Analytics
Georgetown University 1994 — 1998
Bachelor of Science (B.S.), School of Foreign Service
Institute for the Study of Diplomacy (Georgetown University) 1997 — 1998
Fellowship, Independent Research
Springfield High School
THE FEDERAL LAW ENFORCEMENT TRAINING CENTER RECREATION ASSOCIATION, INCORP. June 2015 - Present
U.S. House of Representatives September 2012 - April 2013
House Appropriations Subcommittee on Homeland Security September 2011 - September 2012
USCBP/DHS May 2009 - September 2012
BNY Mellon Wealth Management December 2006 - December 2008
U.S. Marine Corps Reserve (3rd & 4th CAG) 1997 - 2005
Skills
International Relations, Policy Analysis, Strategic Planning, Public Policy, Government, Politics, Legal Research, Policy, Strategic Communications, Political Science, Public Speaking, Spanish
Education
The Johns Hopkins University 2013 — 2015
Master's Degree, Government Analytics
Georgetown University 1994 — 1998
Bachelor of Science (B.S.), School of Foreign Service
Institute for the Study of Diplomacy (Georgetown University) 1997 — 1998
Fellowship, Independent Research
Springfield High School
Emily A. Ciotoli, CFP®'s BNY Mellon Wealth Management Experience December 2014 - Present
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon July 2013 - November 2014
BNY Mellon May 2011 - June 2013
BNY Mellon August 2010 - May 2011
BNY Mellon October 2009 - August 2010
BNY Mellon August 2008 - October 2009
BNY Mellon May 2008 - August 2008
Skills
Hedge Funds, Portfolio Management, Securities, Mutual Funds, Leadership, CRM, Bloomberg, Management, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Management
Education
New York University 2013 — 2015
School of Continuing and Professional Studies, Certificate in Financial Planning
New York Banker's Association 2014 — 2014
Trust and Estate Administration School
Fordham University
B.A., Business Administration
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon July 2013 - November 2014
BNY Mellon May 2011 - June 2013
BNY Mellon August 2010 - May 2011
BNY Mellon October 2009 - August 2010
BNY Mellon August 2008 - October 2009
BNY Mellon May 2008 - August 2008
Skills
Hedge Funds, Portfolio Management, Securities, Mutual Funds, Leadership, CRM, Bloomberg, Management, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Management
Education
New York University 2013 — 2015
School of Continuing and Professional Studies, Certificate in Financial Planning
New York Banker's Association 2014 — 2014
Trust and Estate Administration School
Fordham University
B.A., Business Administration
Bonnie Boyce Bonnie Boyce's BNY Mellon Wealth Management Experience July 2015 - Present
Job Portfolio Admin at BNY Mellon Consultant
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
ZeroChoas May 2013 - June 2015
Town of Greenburgh, NY September 2012 - May 2013
Deutsche Bank February 1986 - June 2002
Bankers Trust 1986 - 2002
Education
Westchester Community College 2011 — 2014
Paralegal Certificate, Paralegal, 4.0
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1980 — 1984
BA, Economics
Palmer School Of Library Science
St. Anthonys School
BNY Mellon Wealth Management July 2015 - Present
ZeroChoas May 2013 - June 2015
Town of Greenburgh, NY September 2012 - May 2013
Deutsche Bank February 1986 - June 2002
Bankers Trust 1986 - 2002
Education
Westchester Community College 2011 — 2014
Paralegal Certificate, Paralegal, 4.0
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1980 — 1984
BA, Economics
Palmer School Of Library Science
St. Anthonys School
Kathleen A. Stewart Kathleen A. Stewart's BNY Mellon Wealth Management Experience November 2013 - Present
Job Wealth Strategist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2013 - Present
Financial Planning Association - Pittsburgh Chapter January 2011 - Present
fi360 April 2012 - October 2013
Wells Fargo Private Bank July 2010 - April 2012
Waldron Wealth Managment, LLC December 2008 - July 2010
PNC Advisors January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company 1997 - 2001
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation
Education
Duquesne University School of Law 1990 — 1994
Doctor of Law (J.D.), Law
Duquesne University 1980 — 1983
BS, Business Adminisration
BNY Mellon Wealth Management November 2013 - Present
Financial Planning Association - Pittsburgh Chapter January 2011 - Present
fi360 April 2012 - October 2013
Wells Fargo Private Bank July 2010 - April 2012
Waldron Wealth Managment, LLC December 2008 - July 2010
PNC Advisors January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company 1997 - 2001
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation
Education
Duquesne University School of Law 1990 — 1994
Doctor of Law (J.D.), Law
Duquesne University 1980 — 1983
BS, Business Adminisration
Pete Eberhart Pete Eberhart's BNY Mellon Wealth Management Experience February 2003 - October 2009
Job Managing Director at Henry H. Armstrong Associates
Industry Financial Services
Experience
Henry H. Armstrong Associates October 2009 - Present
BNY Mellon Wealth Management February 2003 - October 2009
Kirkpatrick & Lockhart LLP September 1998 - February 2003
United States Navy May 1992 - May 1994
Skills
Wealth Management, Estate Planning, Philanthropy, Asset Allocation, Wealth, Personal Financial..., Asset Managment, Asset Management, Investment Management, Alternative Investments, Planned Giving, Holistic Financial..., Public Speaking, Strategic Financial..., Business Development
Education
University of Pennsylvania 1988 — 1992
BA
Emory University School of Law 1994 — 1998
JD
Emory University - Goizueta Business School 1994 — 1998
MBA, Finance
Henry H. Armstrong Associates October 2009 - Present
BNY Mellon Wealth Management February 2003 - October 2009
Kirkpatrick & Lockhart LLP September 1998 - February 2003
United States Navy May 1992 - May 1994
Skills
Wealth Management, Estate Planning, Philanthropy, Asset Allocation, Wealth, Personal Financial..., Asset Managment, Asset Management, Investment Management, Alternative Investments, Planned Giving, Holistic Financial..., Public Speaking, Strategic Financial..., Business Development
Education
University of Pennsylvania 1988 — 1992
BA
Emory University School of Law 1994 — 1998
JD
Emory University - Goizueta Business School 1994 — 1998
MBA, Finance
Yvette-Michelle Wynn Yvette-Michelle Wynn's BNY Mellon Wealth Management Experience January 2008 - May 2010
Job Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
G. Carter Bevan's BNY Mellon Wealth Management Experience July 2003 - Present
Job Wealth Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management July 2003 - Present
State Street 2001 - 2003
Merrill Lynch January 2000 - May 2001
Skills
Wealth Management, Asset Allocation, Portfolio Management, Trading, Client Service, Investments, Excel, Financial Planning, Equities, Estate Planning, Alternative Investments, Bloomberg, Financial Services, Wealth Management..., Private Banking, Finance, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), International Business
University of Vermont
BA, Politicial Science - Int'l Foreign Policy
Salisbury School
BNY Mellon Wealth Management July 2003 - Present
State Street 2001 - 2003
Merrill Lynch January 2000 - May 2001
Skills
Wealth Management, Asset Allocation, Portfolio Management, Trading, Client Service, Investments, Excel, Financial Planning, Equities, Estate Planning, Alternative Investments, Bloomberg, Financial Services, Wealth Management..., Private Banking, Finance, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), International Business
University of Vermont
BA, Politicial Science - Int'l Foreign Policy
Salisbury School
Maria Maria Rincon Maria Maria Rincon's BNY Mellon Wealth Management Experience January 2015 - Present
Job Senior Portfolio Analyst at BNY Mellon Wealth Management
Industry Higher Education
Experience
BNY Mellon Wealth Management January 2015 - Present
Hope for Kasai December 2010 - Present
BNY Mellon Wealth Management January 2014 - January 2015
BNY Mellon May 2013 - December 2013
Florida International University July 2011 - February 2013
Executive National Bank March 2011 - August 2011
Preferred Accounting Services January 2010 - January 2011
Bead Me Inc. January 2006 - December 2010
Skills
Peachtree, QuickBooks, Outlook, Microsoft Office, Photoshop, Illustrator, OnBase, ImageNow, Astra, PeopleSoft, Customer Service, Analysis, Spanish, Recruiting, Higher Education, Fundraising, Management, Account Reconciliation
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.5
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), International Business, 3.5
BNY Mellon Wealth Management January 2015 - Present
Hope for Kasai December 2010 - Present
BNY Mellon Wealth Management January 2014 - January 2015
BNY Mellon May 2013 - December 2013
Florida International University July 2011 - February 2013
Executive National Bank March 2011 - August 2011
Preferred Accounting Services January 2010 - January 2011
Bead Me Inc. January 2006 - December 2010
Skills
Peachtree, QuickBooks, Outlook, Microsoft Office, Photoshop, Illustrator, OnBase, ImageNow, Astra, PeopleSoft, Customer Service, Analysis, Spanish, Recruiting, Higher Education, Fundraising, Management, Account Reconciliation
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.5
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), International Business, 3.5
Shei Unger, CFP®'s BNY Mellon Wealth Management Experience February 2013 - Present
Job Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2013 - Present
White Knight Capital, LLC February 2011 - Present
Unger & Co. Commercial Capital, Inc. September 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - September 2010
Bank of America September 2002 - July 2006
Skills
Mezzanine, Banking, Credit, Debt, Investments, Financial Planning, Financial Analysis, Asset Management, Series 7, Middle Market, Interest Rate Swaps, Strategic Financial..., Wealth Management, Finance, Capital Markets, Commercial Lending, Loans, Financial Advisory, Asset Allocation, Treasury Management, Estate Planning, Portfolio Management, Investment Management, Relationship Management, Mergers & Acquisitions, Derivatives, Wealth, Project Finance, Asset Based Lending
Education
Florida State University - College of Business
Finance
BNY Mellon Wealth Management February 2013 - Present
White Knight Capital, LLC February 2011 - Present
Unger & Co. Commercial Capital, Inc. September 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - September 2010
Bank of America September 2002 - July 2006
Skills
Mezzanine, Banking, Credit, Debt, Investments, Financial Planning, Financial Analysis, Asset Management, Series 7, Middle Market, Interest Rate Swaps, Strategic Financial..., Wealth Management, Finance, Capital Markets, Commercial Lending, Loans, Financial Advisory, Asset Allocation, Treasury Management, Estate Planning, Portfolio Management, Investment Management, Relationship Management, Mergers & Acquisitions, Derivatives, Wealth, Project Finance, Asset Based Lending
Education
Florida State University - College of Business
Finance
David Walker, CFA David Walker, CFA's BNY Mellon Wealth Management Experience April 2015 - Present
Job Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
Bryan Lubin's BNY Mellon Wealth Management Experience August 2014 - Present
Job Chief Loan Purchase Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2014 - Present
Morgan Stanley July 2012 - August 2014
Interthinx March 2012 - July 2012
Wells Fargo Home Mortgage September 2010 - April 2011
PACIFIC ASSET MANAGEMENT GROUP January 2008 - September 2010
Scripps Investments and Loans January 2004 - January 2008
Skills
Investments, Finance, Credit, Loans, Mortgage Underwriting, Residential Mortgages, Credit Analysis, Financial Analysis, Business Analysis, Account Management, Risk Management, Commercial Lending, Portfolio Management, Due Diligence, Loan Origination, Financial Structuring, Financial Modeling, Mortgage Lending, Loan Servicing, Valuation, Credit Risk, Underwriting, Excel, Microsoft Office, PowerPoint, Loan Modification, Risk Analysis, Loan Structuring, Web Development, Non-Conforming, Financial Risk, Reverse Mortgages
Education
DeVry University-California 2005 — 2006
Bachelor's degree, Accounting and Business/Management, B+
Santa Barbara City College 2001 — 2004
Bachelor of Administration, Business/Economics, B+
BNY Mellon Wealth Management August 2014 - Present
Morgan Stanley July 2012 - August 2014
Interthinx March 2012 - July 2012
Wells Fargo Home Mortgage September 2010 - April 2011
PACIFIC ASSET MANAGEMENT GROUP January 2008 - September 2010
Scripps Investments and Loans January 2004 - January 2008
Skills
Investments, Finance, Credit, Loans, Mortgage Underwriting, Residential Mortgages, Credit Analysis, Financial Analysis, Business Analysis, Account Management, Risk Management, Commercial Lending, Portfolio Management, Due Diligence, Loan Origination, Financial Structuring, Financial Modeling, Mortgage Lending, Loan Servicing, Valuation, Credit Risk, Underwriting, Excel, Microsoft Office, PowerPoint, Loan Modification, Risk Analysis, Loan Structuring, Web Development, Non-Conforming, Financial Risk, Reverse Mortgages
Education
DeVry University-California 2005 — 2006
Bachelor's degree, Accounting and Business/Management, B+
Santa Barbara City College 2001 — 2004
Bachelor of Administration, Business/Economics, B+
Timothy Sheehan's BNY Mellon Wealth Management Experience January 2007 - Present
Job Senior Director Business Development
Industry Investment Management
Experience
BNY Mellon Wealth Management January 2007 - Present
Skills
Estate Planning, Trusts, Investments, Retirement Planning, Portfolio Management, Wealth, Financial Advisory, Alternative Investments, Wealth Management..., Investment Management, Private Banking, Finance, Wealth Management, Strategic Financial..., Leadership, Private Equity, Mergers & Acquisitions, Venture Capital, Asset Management
Education
Florida State University - College of Business 1980 — 1984
Bachelors of Science, Marketing and Finance
BNY Mellon Wealth Management January 2007 - Present
Skills
Estate Planning, Trusts, Investments, Retirement Planning, Portfolio Management, Wealth, Financial Advisory, Alternative Investments, Wealth Management..., Investment Management, Private Banking, Finance, Wealth Management, Strategic Financial..., Leadership, Private Equity, Mergers & Acquisitions, Venture Capital, Asset Management
Education
Florida State University - College of Business 1980 — 1984
Bachelors of Science, Marketing and Finance
Matt Masem, AEP Matt Masem, AEP's BNY Mellon Wealth Management Experience
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management
Skills
Wealth Management, Estate Planning, Securities, Investments, Asset Management, Wealth Management..., Trusts, Retirement Planning, Planned Giving, Strategic Financial..., Asset Allocation, Financial Planners, Wealth, Mutual Funds, High Net Worth..., Financial Advisory, Alternative Investments
Education
Florida Southern College 1970 — 1974
BNY Mellon Wealth Management
Skills
Wealth Management, Estate Planning, Securities, Investments, Asset Management, Wealth Management..., Trusts, Retirement Planning, Planned Giving, Strategic Financial..., Asset Allocation, Financial Planners, Wealth, Mutual Funds, High Net Worth..., Financial Advisory, Alternative Investments
Education
Florida Southern College 1970 — 1974
Gregory M. Hart, CFP® Gregory M. Hart, CFP®'s BNY Mellon Wealth Management Experience December 1995 - September 1996
Job President at Haddon Wealth Management, LLC
Industry Investment Management
Experience
Haddon Wealth Management, LLC July 2015 - Present
PNC Wealth Management July 2008 - July 2015
Bank of New York Mellon Wealth Management July 1999 - July 2008
Wachovia (First Union) September 1996 - April 1999
BNY Mellon Wealth Management December 1995 - September 1996
Lincoln Financial Group April 1991 - December 1995
Skills
Wealth Management, Asset Management, High Net Worth..., Financial Planning, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth, Equities, Fixed Income, Private Banking, Banking, Insurance, Securities, Options, Portfolios, Alternative Investments, Asset, Investment Strategies, Bonds, Retirement Planning, Bloomberg, Credit, Risk Management, Private Equity, Financial Analysis, Financial Advisory, Financial Modeling, Derivatives, ETFs, Finance, Wealth Management..., Investment Management
Education
College for Financial Planning 1996 — 2000
CFP
West Virginia University 1981 — 1985
Bachelors
Haddon Wealth Management, LLC July 2015 - Present
PNC Wealth Management July 2008 - July 2015
Bank of New York Mellon Wealth Management July 1999 - July 2008
Wachovia (First Union) September 1996 - April 1999
BNY Mellon Wealth Management December 1995 - September 1996
Lincoln Financial Group April 1991 - December 1995
Skills
Wealth Management, Asset Management, High Net Worth..., Financial Planning, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth, Equities, Fixed Income, Private Banking, Banking, Insurance, Securities, Options, Portfolios, Alternative Investments, Asset, Investment Strategies, Bonds, Retirement Planning, Bloomberg, Credit, Risk Management, Private Equity, Financial Analysis, Financial Advisory, Financial Modeling, Derivatives, ETFs, Finance, Wealth Management..., Investment Management
Education
College for Financial Planning 1996 — 2000
CFP
West Virginia University 1981 — 1985
Bachelors
Kerry Perl Kerry Perl's BNY Mellon Wealth Management Experience March 2006 - November 2008
Job Financial Services Professional
Industry Investment Management
Experience
Renaissance Consulting, LLC November 2008 - Present
BNY Mellon Wealth Management March 2006 - November 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Management June 2001 - April 2004
Nations Funds, Distributor Stephens Inc. February 1999 - June 2001
Nations Funds, Distributor Stephens Inc. September 1996 - February 1999
Nations Funds, Distributor Stephens Inc. August 1995 - September 1996
Nations Funds, Distributor Stephens Inc. September 1994 - August 1995
NationsBank Services Co., Change & Information Management August 1993 - September 1994
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology, English, Theology
Renaissance Consulting, LLC November 2008 - Present
BNY Mellon Wealth Management March 2006 - November 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Management June 2001 - April 2004
Nations Funds, Distributor Stephens Inc. February 1999 - June 2001
Nations Funds, Distributor Stephens Inc. September 1996 - February 1999
Nations Funds, Distributor Stephens Inc. August 1995 - September 1996
Nations Funds, Distributor Stephens Inc. September 1994 - August 1995
NationsBank Services Co., Change & Information Management August 1993 - September 1994
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology, English, Theology
Ygnacio Garcia-Saladrigas Ygnacio Garcia-Saladrigas's BNY Mellon Wealth Management Experience 2014 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2014 - Present
JP Morgan 2011 - 2014
Barclays Wealth Americas (formerly Lehman Brothers, Inc.) 2007 - 2010
InterVestors Capital, LLC 2002 - 2007
Merrill Lynch & Co., Inc. 2000 - 2001
Prudential Securities, Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1996 - 1998
SunTrust Banks, Inc. 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Christopher Columbus High School
BNY Mellon Wealth Management 2014 - Present
JP Morgan 2011 - 2014
Barclays Wealth Americas (formerly Lehman Brothers, Inc.) 2007 - 2010
InterVestors Capital, LLC 2002 - 2007
Merrill Lynch & Co., Inc. 2000 - 2001
Prudential Securities, Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1996 - 1998
SunTrust Banks, Inc. 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Christopher Columbus High School
Brian Calabro's BNY Mellon Wealth Management Experience June 2004 - Present
Job Sr. Property Manager / Asset Manager
Industry Real Estate
Experience
BNY Mellon Wealth Management June 2004 - Present
Mellon Private Wealth Managment May 2003 - June 2004
Mellon Private Wealth Management May 1999 - May 2003
State Street 1997 - 1999
Education
Curry College
Bachelor of Science, Business Administration
BNY Mellon Wealth Management June 2004 - Present
Mellon Private Wealth Managment May 2003 - June 2004
Mellon Private Wealth Management May 1999 - May 2003
State Street 1997 - 1999
Education
Curry College
Bachelor of Science, Business Administration
Sarah O'Neil's BNY Mellon Wealth Management Experience November 2014 - Present
Job Trust Document Analyst, BNY Mellon
Industry Legal Services
Experience
BNY Mellon Wealth Management November 2014 - Present
Stratwood Caterers 2007 - Present
KidsVoice June 2014 - November 2014
Edgar Snyder & Associates November 2013 - June 2014
Berger and Green May 2013 - November 2013
PNC May 2012 - April 2013
Skills
Writing, Editing, Proofreading, Microsoft Office, People Skills, Analysis, Interpretation, Research, Legal Writing, Legal Assistance, Estate Planning, Estate Law, Legal Research, Legal Documents, Legal Discovery
Education
University of Pittsburgh-Greensburg 2008 — 2011
English Literature, English Language and Literature, General, 3.684
Duquesne University
Paralegal Studies, Estates, Wills, and Trusts, 3.9
Norwin
BNY Mellon Wealth Management November 2014 - Present
Stratwood Caterers 2007 - Present
KidsVoice June 2014 - November 2014
Edgar Snyder & Associates November 2013 - June 2014
Berger and Green May 2013 - November 2013
PNC May 2012 - April 2013
Skills
Writing, Editing, Proofreading, Microsoft Office, People Skills, Analysis, Interpretation, Research, Legal Writing, Legal Assistance, Estate Planning, Estate Law, Legal Research, Legal Documents, Legal Discovery
Education
University of Pittsburgh-Greensburg 2008 — 2011
English Literature, English Language and Literature, General, 3.684
Duquesne University
Paralegal Studies, Estates, Wills, and Trusts, 3.9
Norwin
Ross Chambers, CFP® Ross Chambers, CFP®'s BNY Mellon Wealth Management Experience February 2014 - Present
Job Wealth Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
Family Services of Western Pennsylvania June 2015 - Present
BNY Mellon Wealth Management February 2014 - Present
BNY Mellon July 2009 - March 2014
BNY Mellon June 2005 - July 2009
BNY Mellon February 2004 - June 2005
BNY Mellon February 2002 - February 2004
Skills
Asset Management, Portfolio Management, Investments, Asset Allocation, Securities, Alternative Investments, Wealth Management, Equities, Series 7, Investment Strategies, Investment Advisory, Valuation, Retirement Planning, Strategic Financial..., Banking, Due Diligence, Risk Management, Investment Management
Education
Duquesne University 2008 — 2009
Executive Certificate in Financial Planning
University of Dayton 1997 — 2001
BS, Finance
University of Augsburg, Germany 2000 — 2000
Study Abroad, Finance
Family Services of Western Pennsylvania June 2015 - Present
BNY Mellon Wealth Management February 2014 - Present
BNY Mellon July 2009 - March 2014
BNY Mellon June 2005 - July 2009
BNY Mellon February 2004 - June 2005
BNY Mellon February 2002 - February 2004
Skills
Asset Management, Portfolio Management, Investments, Asset Allocation, Securities, Alternative Investments, Wealth Management, Equities, Series 7, Investment Strategies, Investment Advisory, Valuation, Retirement Planning, Strategic Financial..., Banking, Due Diligence, Risk Management, Investment Management
Education
Duquesne University 2008 — 2009
Executive Certificate in Financial Planning
University of Dayton 1997 — 2001
BS, Finance
University of Augsburg, Germany 2000 — 2000
Study Abroad, Finance
Ben McGloin, CFA's BNY Mellon Wealth Management Experience 2003 - Present
Job Managing Director of Portfolio Management at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2003 - Present
PIMCO 2003 - 2003
Investors Bank & Trust 1999 - 2003
Ulster Bank 1995 - 1999
permanent tsb 1995 - 1995
Skills
Asset Management, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Financial Services, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Financial Modeling, Financial Planning, Bloomberg, Banking, Risk Management
Education
Dublin City University
Business Studies, Finance
Trinity College, Dublin
Computer Science
BNY Mellon Wealth Management 2003 - Present
PIMCO 2003 - 2003
Investors Bank & Trust 1999 - 2003
Ulster Bank 1995 - 1999
permanent tsb 1995 - 1995
Skills
Asset Management, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Financial Services, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Financial Modeling, Financial Planning, Bloomberg, Banking, Risk Management
Education
Dublin City University
Business Studies, Finance
Trinity College, Dublin
Computer Science
Andy Gregor's BNY Mellon Wealth Management Experience June 2015 - Present
Job Team Lead at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - August 2014
BNY Mellon June 2010 - September 2012
Skills
Corporate Trust, Management, Microsoft Excel
Education
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), International Business
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - August 2014
BNY Mellon June 2010 - September 2012
Skills
Corporate Trust, Management, Microsoft Excel
Education
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), International Business
Christina Careatti Christina Careatti's BNY Mellon Wealth Management Experience March 2015 - Present
Job Service Support Specialist at BNY Mellon Wealth Management
Industry Printing
Experience
BNY Mellon Wealth Management March 2015 - Present
Filmet April 2013 - March 2015
Filmet October 2010 - March 2015
Rite Aid January 2006 - October 2010
Skills
Web Design, HTML, Microsoft Excel, Microsoft Office, Windows, Flash, TQT, Remote Order Entry..., Dreamweaver, Photoshop, FrontPage, Customer Service, Sales, Mac, Photography, InDesign, Data Entry, Social Media, Lead Generation, Inventory Management, Problem Solving
Education
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Science (BS), Communication and Media Studies
BNY Mellon Wealth Management March 2015 - Present
Filmet April 2013 - March 2015
Filmet October 2010 - March 2015
Rite Aid January 2006 - October 2010
Skills
Web Design, HTML, Microsoft Excel, Microsoft Office, Windows, Flash, TQT, Remote Order Entry..., Dreamweaver, Photoshop, FrontPage, Customer Service, Sales, Mac, Photography, InDesign, Data Entry, Social Media, Lead Generation, Inventory Management, Problem Solving
Education
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Science (BS), Communication and Media Studies
Moussa Conde's BNY Mellon Wealth Management Experience May 2015 - Present
Job FAA NAV Ops Investment Accounts
Industry Financial Services
Experience
Amazon 2012 - Present
BNY Mellon Wealth Management May 2015 - Present
eBay Inc January 2009 - Present
DOA - MKTG/PA July 2012 - May 2015
Nationality Service Center January 2013 - November 2014
Temple University International Business Association August 2013 - May 2014
Welcoming Center for New Pennsylvanians June 2013 - August 2013
Impark December 2009 - September 2012
Community College of Philadelphia January 2012 - May 2012
Skills
Microsoft Office, Account Reconciliation, Financial Analysis, Customer Service, Microsoft Excel, Business Planning, French, Spanish, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Research, Social Networking, Time Management, Market Research, Business Development, Social Media, Team Leadership, Sales, Finance, Training, Financial Accounting, Tax Preparation, HTML, Windows, Mac OS X, Internet, Java, Ebay Sales, POM, Income Tax, Personal Income Tax..., Data Entry, Facebook, International Business, Social Media Marketing, Retail, Cashiering, Nonprofits, Marketing Strategy, Google Analytics, Negotiation, WordPress, E-commerce, Marketing, Blogging, Marketing Research, Business Communications
Education
Temple University - Fox School of Business and Management 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance/International Business, Good Standing
Community College of Philadelphia 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, Good Standing
Amazon 2012 - Present
BNY Mellon Wealth Management May 2015 - Present
eBay Inc January 2009 - Present
DOA - MKTG/PA July 2012 - May 2015
Nationality Service Center January 2013 - November 2014
Temple University International Business Association August 2013 - May 2014
Welcoming Center for New Pennsylvanians June 2013 - August 2013
Impark December 2009 - September 2012
Community College of Philadelphia January 2012 - May 2012
Skills
Microsoft Office, Account Reconciliation, Financial Analysis, Customer Service, Microsoft Excel, Business Planning, French, Spanish, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Research, Social Networking, Time Management, Market Research, Business Development, Social Media, Team Leadership, Sales, Finance, Training, Financial Accounting, Tax Preparation, HTML, Windows, Mac OS X, Internet, Java, Ebay Sales, POM, Income Tax, Personal Income Tax..., Data Entry, Facebook, International Business, Social Media Marketing, Retail, Cashiering, Nonprofits, Marketing Strategy, Google Analytics, Negotiation, WordPress, E-commerce, Marketing, Blogging, Marketing Research, Business Communications
Education
Temple University - Fox School of Business and Management 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance/International Business, Good Standing
Community College of Philadelphia 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, Good Standing
Karen Demos's BNY Mellon Wealth Management Experience 2002 - 2002
Job Fiscal Coordinator at Values Into Action
Industry Accounting
Experience
Values into Action 2014 - Present
Villanova University 2014 - 2014
Maximal Art 2013 - 2014
Academy of Art University 2003 - 2007
BNY Mellon Wealth Management 2002 - 2002
Franklin & Marshall College 2001 - 2001
Skills
Office Management, Office Administration, Administrative Work, Administrative Office..., Administrative..., Private Banking, Financial Accounting, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Receivable, QuickBooks, Paychex, Payroll Administration, Payroll Processing, Client Billing, Accounts Payable, Account Reconciliation, Invoicing
Education
Franklin & Marshall College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration
Penncrest High School 1994 — 1998
High School Diploma
Values into Action 2014 - Present
Villanova University 2014 - 2014
Maximal Art 2013 - 2014
Academy of Art University 2003 - 2007
BNY Mellon Wealth Management 2002 - 2002
Franklin & Marshall College 2001 - 2001
Skills
Office Management, Office Administration, Administrative Work, Administrative Office..., Administrative..., Private Banking, Financial Accounting, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Receivable, QuickBooks, Paychex, Payroll Administration, Payroll Processing, Client Billing, Accounts Payable, Account Reconciliation, Invoicing
Education
Franklin & Marshall College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration
Penncrest High School 1994 — 1998
High School Diploma
Chris Howe Chris Howe's BNY Mellon Wealth Management Experience January 2007 - January 2010
Job Senior Relationship Manager, Vice President U.S. Sales and Relationship Management at BNY Mellon CT
Industry Financial Services
Experience
BNY Mellon January 2010 - Present
BNY Mellon Wealth Management January 2007 - January 2010
Education
Duquesne University School of Law 1998 — 2001
Juris Doctor
Duquesne University 1993 — 1997
Bachelor of Arts (B.A.), History/Theology
BNY Mellon January 2010 - Present
BNY Mellon Wealth Management January 2007 - January 2010
Education
Duquesne University School of Law 1998 — 2001
Juris Doctor
Duquesne University 1993 — 1997
Bachelor of Arts (B.A.), History/Theology
Marc Fielding Marc Fielding's BNY Mellon Wealth Management Experience July 2011 - August 2011
Job Management Consulting Analyst at Jackman Reinvents
Industry Management Consulting
Experience
Jackman Reinvents January 2015 - Present
Aimia Inc August 2013 - January 2015
RBC Dominion Securities May 2012 - August 2012
BNY Mellon Wealth Management July 2011 - August 2011
Scotiabank May 2011 - June 2011
Urbacon June 2010 - August 2010
Education
Copenhagen Business School 2013 — 2013
Honours Business Administration, Business/Commerce, General
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
HBA, Business
The University of Western Ontario 2009 — 2013
HBA, Social Sciences and Business
Crescent School 2005 — 2009
High School Diploma
Jackman Reinvents January 2015 - Present
Aimia Inc August 2013 - January 2015
RBC Dominion Securities May 2012 - August 2012
BNY Mellon Wealth Management July 2011 - August 2011
Scotiabank May 2011 - June 2011
Urbacon June 2010 - August 2010
Education
Copenhagen Business School 2013 — 2013
Honours Business Administration, Business/Commerce, General
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
HBA, Business
The University of Western Ontario 2009 — 2013
HBA, Social Sciences and Business
Crescent School 2005 — 2009
High School Diploma
John M. Ray John M. Ray's BNY Mellon Wealth Management Experience February 2009 - April 2011
Job Personal Wealth Advisor at Buckhead Investment Partners
Industry Financial Services
Experience
Buckhead Investment Partners April 2014 - Present
Level Creek Wealth Management April 2011 - April 2014
BNY Mellon Wealth Management February 2009 - April 2011
Bernstein Global Wealth Management March 2007 - November 2008
AT&T 1995 - 2007
AT&T / BellSouth 1995 - 2006
Procter & Gamble 1997 - 1998
Skills
Estate Planning, New Business Development, Wealth Management, Financial Planning, Real Estate, Insurance, Investments, Succession Planning, Financial Analysis, Sales Management, Business Planning, Trusts, Portfolio Management, Financial Management, Equities, Public Speaking, Hedge Funds, Asset Allocation, Telecommunication..., Fiber Optics, Private Banking, Mergers & Acquisitions, Management, Strategic Financial..., Business Development, Strategy, Start-ups, Telecommunications
Education
The Birmingham School of Law 1995 — 2000
JD, Law
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
Emory University 1985 — 1989
BA, Political Science and Government
Vestavia Hills High
Buckhead Investment Partners April 2014 - Present
Level Creek Wealth Management April 2011 - April 2014
BNY Mellon Wealth Management February 2009 - April 2011
Bernstein Global Wealth Management March 2007 - November 2008
AT&T 1995 - 2007
AT&T / BellSouth 1995 - 2006
Procter & Gamble 1997 - 1998
Skills
Estate Planning, New Business Development, Wealth Management, Financial Planning, Real Estate, Insurance, Investments, Succession Planning, Financial Analysis, Sales Management, Business Planning, Trusts, Portfolio Management, Financial Management, Equities, Public Speaking, Hedge Funds, Asset Allocation, Telecommunication..., Fiber Optics, Private Banking, Mergers & Acquisitions, Management, Strategic Financial..., Business Development, Strategy, Start-ups, Telecommunications
Education
The Birmingham School of Law 1995 — 2000
JD, Law
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
Emory University 1985 — 1989
BA, Political Science and Government
Vestavia Hills High
Jeremy Lennep Jeremy Lennep's BNY Mellon Wealth Management Experience October 2007 - December 2009
Job Client Service Officer at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2014 - Present
Wilmington Trust December 2009 - September 2014
BNY Mellon Wealth Management October 2007 - December 2009
Skills
Wealth Management, Banking, Financial Services
Education
Florida Institute of Technology 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of South Alabama 2003 — 2005
Bachelor of Science (BS), Finance, General
Wilmington Trust September 2014 - Present
Wilmington Trust December 2009 - September 2014
BNY Mellon Wealth Management October 2007 - December 2009
Skills
Wealth Management, Banking, Financial Services
Education
Florida Institute of Technology 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of South Alabama 2003 — 2005
Bachelor of Science (BS), Finance, General
Madeline Altholtz Madeline Altholtz's BNY Mellon Wealth Management Experience July 2014 - Present
Job at
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2014 - Present
Dickinson College January 2014 - May 2014
State Street June 2013 - August 2013
Broadway Gourmet December 2012 - August 2013
State Street Bank June 2012 - July 2012
Cohasset Recreation Department August 2009 - November 2009
Skills
Marketing, Tennis, Customer Service, Critical Thinking, PowerPoint, Microsoft Excel, Creativity, Human Resources, Reporting & Analysis, Community Outreach, Facebook, SPSS, ArcGIS, Social Networking, Time Management, Social Media, Microsoft Word, Microsoft Office, Research
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), International Business
The University of Queensland 2012 — 2012
Cohasset High School 2006 — 2010
BNY Mellon Wealth Management July 2014 - Present
Dickinson College January 2014 - May 2014
State Street June 2013 - August 2013
Broadway Gourmet December 2012 - August 2013
State Street Bank June 2012 - July 2012
Cohasset Recreation Department August 2009 - November 2009
Skills
Marketing, Tennis, Customer Service, Critical Thinking, PowerPoint, Microsoft Excel, Creativity, Human Resources, Reporting & Analysis, Community Outreach, Facebook, SPSS, ArcGIS, Social Networking, Time Management, Social Media, Microsoft Word, Microsoft Office, Research
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), International Business
The University of Queensland 2012 — 2012
Cohasset High School 2006 — 2010
Trevor Fetch Trevor Fetch's BNY Mellon Wealth Management Experience January 2014 - Present
Job BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management January 2014 - Present
Tortorice Limousine June 2005 - Present
Trevor Fetch Detailing May 2010 - Present
Skills
Finance, Communication, Luxury Goods, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Sales Management, Sales, Marketing, Marketing Communications, Microsoft Word, Luxury, Stock Market, Auto Detailing, Team Building
Education
University of Pittsburgh 2011 — 2013
Bachelor's degree, Finance, Senior
Community College of Allegheny County 2009 — 2011
St. Joseph Regional 1995 — 2005
BNY Mellon Wealth Management January 2014 - Present
Tortorice Limousine June 2005 - Present
Trevor Fetch Detailing May 2010 - Present
Skills
Finance, Communication, Luxury Goods, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Sales Management, Sales, Marketing, Marketing Communications, Microsoft Word, Luxury, Stock Market, Auto Detailing, Team Building
Education
University of Pittsburgh 2011 — 2013
Bachelor's degree, Finance, Senior
Community College of Allegheny County 2009 — 2011
St. Joseph Regional 1995 — 2005
James Stefanic James Stefanic's BNY Mellon Wealth Management Experience March 2015 - Present
Job at
Industry Legal Services
Experience
BNY Mellon Wealth Management March 2015 - Present
Southwestern Human Services 2012 - Present
Army National Guard September 2006 - September 2013
Law Office of Charles LoPresti 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Supervisory Skills
Education
Duquesne University 2013 — 2015
Paralegal
University of Pittsburgh-Greensburg 2006 — 2011
Bachelor of Arts (B.A.), Criminal Justice and Corrections
BNY Mellon Wealth Management March 2015 - Present
Southwestern Human Services 2012 - Present
Army National Guard September 2006 - September 2013
Law Office of Charles LoPresti 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Supervisory Skills
Education
Duquesne University 2013 — 2015
Paralegal
University of Pittsburgh-Greensburg 2006 — 2011
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Evan Gagne Evan Gagne's BNY Mellon Wealth Management Experience December 2013 - Present
Job Sales Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
First Financial Group March 2012 - January 2014
Kappa Sigma, Alpha Chapter January 2011 - September 2011
Emory University May 2008 - September 2011
Emory Water Polo 2008 - 2011
Vector Marketing May 2008 - September 2008
Skills
Analysis, Insurance, Budgets, Marketing Strategy, Microsoft Office, Finance, Microsoft Excel, Data Analysis, Leadership, Microsoft Word, Sales
Education
Emory University 2008 — 2011
Minor, Comparative Literature
Emory University 2008 — 2011
Bachelor of Science, Environmental Science
William Penn Charter
High School Diploma
BNY Mellon Wealth Management December 2013 - Present
First Financial Group March 2012 - January 2014
Kappa Sigma, Alpha Chapter January 2011 - September 2011
Emory University May 2008 - September 2011
Emory Water Polo 2008 - 2011
Vector Marketing May 2008 - September 2008
Skills
Analysis, Insurance, Budgets, Marketing Strategy, Microsoft Office, Finance, Microsoft Excel, Data Analysis, Leadership, Microsoft Word, Sales
Education
Emory University 2008 — 2011
Minor, Comparative Literature
Emory University 2008 — 2011
Bachelor of Science, Environmental Science
William Penn Charter
High School Diploma
Rosa Dolce's BNY Mellon Wealth Management Experience January 2001 - May 2014
Job Vice President, Trust Officer at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2014 - Present
BNY Mellon Wealth Management January 2001 - May 2014
Dunnington, Bartholow & Miller 1998 - 2001
Office of the Mayor - Commission for the United Nations and Consular Corps August 1989 - August 1992
Skills
High Net Worth..., Wealth Management, Estate Planning, Asset Management, Trust Management, Trusts, Estate Administration, Asset Allocation, Investment Management, Securities, Private Banking, Manage Client..., Charitable Trusts, Asset Managment, Alternative Investments, Wealth, Fiduciary Services, Foreign Languages, Italian, Spanish, French, Mutual Funds, Asset Protection, Genealogy, Structured Products, Tax Law, Real Estate Transactions, Investments, Finance, Banking, Equities, Financial Services, Portfolio Management
Education
Georgetown University Law Center 1992 — 1995
JD
New York University 1985 — 1989
B.A., magna cum laude, Politics, Romance Languages, 3.75
Dominican Commercial HS 1981 — 1985
J.P. Morgan June 2014 - Present
BNY Mellon Wealth Management January 2001 - May 2014
Dunnington, Bartholow & Miller 1998 - 2001
Office of the Mayor - Commission for the United Nations and Consular Corps August 1989 - August 1992
Skills
High Net Worth..., Wealth Management, Estate Planning, Asset Management, Trust Management, Trusts, Estate Administration, Asset Allocation, Investment Management, Securities, Private Banking, Manage Client..., Charitable Trusts, Asset Managment, Alternative Investments, Wealth, Fiduciary Services, Foreign Languages, Italian, Spanish, French, Mutual Funds, Asset Protection, Genealogy, Structured Products, Tax Law, Real Estate Transactions, Investments, Finance, Banking, Equities, Financial Services, Portfolio Management
Education
Georgetown University Law Center 1992 — 1995
JD
New York University 1985 — 1989
B.A., magna cum laude, Politics, Romance Languages, 3.75
Dominican Commercial HS 1981 — 1985
Parny Murphy Parny Murphy's BNY Mellon Wealth Management Experience December 2013 - Present
Job Brand & Digital Media Coordinator at BNY Mellon Wealth Management
Industry Marketing and Advertising
Experience
BNY Mellon Wealth Management December 2013 - Present
BNY Mellon Wealth Management May 2011 - November 2013
BNY Mellon Wealth Management September 2008 - May 2011
Hill Holliday June 2007 - August 2007
Skills
Interwoven, Adobe Photoshop, SPSS
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Psychology
BNY Mellon Wealth Management December 2013 - Present
BNY Mellon Wealth Management May 2011 - November 2013
BNY Mellon Wealth Management September 2008 - May 2011
Hill Holliday June 2007 - August 2007
Skills
Interwoven, Adobe Photoshop, SPSS
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Psychology
Judith Schreiber Rowland's BNY Mellon Wealth Management Experience January 2010 - January 2012
Job Managing Director & Director of Wealth Planning Strategy at Moody, Lynn & Lieberson, Inc.
Industry Investment Management
Experience
Moody, Lynn & Lieberson, Inc. April 2014 - Present
Lake Street Advisors, LLC January 2012 - November 2013
BNY Mellon Wealth Management January 2010 - January 2012
Tanager Financial/Wachovia/Wells Fargo September 2003 - January 2010
Merrill Lynch September 1999 - September 2003
Ernst & Young, LLP June 1995 - September 1999
Lasell College September 1991 - September 1993
Coopers & Lybrand September 1989 - September 1991
Skills
Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy, Financial Advisory, Wealth, High Net Worth..., Tax, Sales, Portfolio Management, Wealth Management, Alternative Investments, Securities, Project Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Asset Management, Series 7, Strategic Planning, Wealth Management..., Investment Management, Investment Strategies, Trusts, Hedge Funds, Retirement, 401k, Financial Planning
Education
Suffolk University Law School 1993 — 1996
JD, Law
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Moody, Lynn & Lieberson, Inc. April 2014 - Present
Lake Street Advisors, LLC January 2012 - November 2013
BNY Mellon Wealth Management January 2010 - January 2012
Tanager Financial/Wachovia/Wells Fargo September 2003 - January 2010
Merrill Lynch September 1999 - September 2003
Ernst & Young, LLP June 1995 - September 1999
Lasell College September 1991 - September 1993
Coopers & Lybrand September 1989 - September 1991
Skills
Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy, Financial Advisory, Wealth, High Net Worth..., Tax, Sales, Portfolio Management, Wealth Management, Alternative Investments, Securities, Project Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Asset Management, Series 7, Strategic Planning, Wealth Management..., Investment Management, Investment Strategies, Trusts, Hedge Funds, Retirement, 401k, Financial Planning
Education
Suffolk University Law School 1993 — 1996
JD, Law
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Michael Grembi's BNY Mellon Wealth Management Experience December 2012 - January 2014
Job Wealth Management Advisor TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
BNY Mellon Wealth Management December 2012 - January 2014
BNY Mellon Wealth Management August 2011 - December 2012
BNY Mellon Wealth Management March 2008 - August 2011
PNC Wealth Management August 2002 - March 2008
Skills
Sales Management, Sales, Wealth Management, Trusts, Trust Services, Portfolio Management, Risk Management, Wealth, Wealth Management..., Series 7, Retirement
Education
Duquesne University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
Penn State University 1995 — 1999
B.S., Geo-Environmental Engineering
TIAA-CREF January 2014 - Present
BNY Mellon Wealth Management December 2012 - January 2014
BNY Mellon Wealth Management August 2011 - December 2012
BNY Mellon Wealth Management March 2008 - August 2011
PNC Wealth Management August 2002 - March 2008
Skills
Sales Management, Sales, Wealth Management, Trusts, Trust Services, Portfolio Management, Risk Management, Wealth, Wealth Management..., Series 7, Retirement
Education
Duquesne University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
Penn State University 1995 — 1999
B.S., Geo-Environmental Engineering
Jane Staunton's BNY Mellon Wealth Management Experience March 2010 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2010 - Present
Bernstein Global Wealth Management July 2007 - March 2010
Strategic Research Institute April 2005 - February 2007
American Lawyer Media 2005 - 2007
FTSE Americas June 2000 - February 2005
Morgan Stanley 1994 - 2000
Dow Jones/Telerate 1992 - 1994
Bridge Information Systems, Inc. 1987 - 1992
Walsh Greenwood & Company 1984 - 1988
Salomon Brothers, Inc. 1979 - 1984
Skills
Equities, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Finance, Bonds, Asset Managment, Wealth Management, New Business Development, Fixed Income, Asset Management, Securities, Investments, Derivatives, Capital Markets, Investment Management, Investment Advisory, ETFs, Financial Services, Financial Markets, Event Management, Management
Education
Emmanuel College 1971 — 1973
BNY Mellon Wealth Management March 2010 - Present
Bernstein Global Wealth Management July 2007 - March 2010
Strategic Research Institute April 2005 - February 2007
American Lawyer Media 2005 - 2007
FTSE Americas June 2000 - February 2005
Morgan Stanley 1994 - 2000
Dow Jones/Telerate 1992 - 1994
Bridge Information Systems, Inc. 1987 - 1992
Walsh Greenwood & Company 1984 - 1988
Salomon Brothers, Inc. 1979 - 1984
Skills
Equities, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Finance, Bonds, Asset Managment, Wealth Management, New Business Development, Fixed Income, Asset Management, Securities, Investments, Derivatives, Capital Markets, Investment Management, Investment Advisory, ETFs, Financial Services, Financial Markets, Event Management, Management
Education
Emmanuel College 1971 — 1973
Jason Susini's BNY Mellon Wealth Management Experience September 2007 - September 2008
Job Senior Trust Advisor & Product Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management April 2011 - Present
Wilmington Trust September 2008 - April 2011
BNY Mellon Wealth Management September 2007 - September 2008
PNC Wealth Management June 2005 - September 2007
PNC Wealth Management September 2002 - June 2005
Skills
Wealth Management, Portfolio Management
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 1999 — 2002
JD
Saint Vincent College 1994 — 1998
BS, Finance
PNC Wealth Management April 2011 - Present
Wilmington Trust September 2008 - April 2011
BNY Mellon Wealth Management September 2007 - September 2008
PNC Wealth Management June 2005 - September 2007
PNC Wealth Management September 2002 - June 2005
Skills
Wealth Management, Portfolio Management
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 1999 — 2002
JD
Saint Vincent College 1994 — 1998
BS, Finance
Marc Gearin's BNY Mellon Wealth Management Experience September 2009 - Present
Job Private Banking at BNY Mellon
Industry Banking
Experience
BNY Mellon Wealth Management September 2009 - Present
Wells Fargo August 2006 - September 2009
GuardHill Financial Corp September 2000 - August 2006
Boston Private Bank and Trust Company April 1995 - July 2000
Skills
Mortgage Lending, Credit Analysis, Banking, Mortgage Banking, Investments, Loans, Private Banking, Portfolio Management, Financial Analysis, Mutual Funds, Wealth Management, Fixed Income, Securities, Asset Management, Alternative Investments, Equities, Credit, Loan Origination
Education
Suffolk University - Sawyer Business School 1991 — 1994
Masters of Business Administration, Finance
Connecticut College 1981 — 1985
Bachelor of Arts, Economics and English
Saint John's High School - Shrewsbury, MA 1977 — 1981
High School
BNY Mellon Wealth Management September 2009 - Present
Wells Fargo August 2006 - September 2009
GuardHill Financial Corp September 2000 - August 2006
Boston Private Bank and Trust Company April 1995 - July 2000
Skills
Mortgage Lending, Credit Analysis, Banking, Mortgage Banking, Investments, Loans, Private Banking, Portfolio Management, Financial Analysis, Mutual Funds, Wealth Management, Fixed Income, Securities, Asset Management, Alternative Investments, Equities, Credit, Loan Origination
Education
Suffolk University - Sawyer Business School 1991 — 1994
Masters of Business Administration, Finance
Connecticut College 1981 — 1985
Bachelor of Arts, Economics and English
Saint John's High School - Shrewsbury, MA 1977 — 1981
High School
Fred Tan's BNY Mellon Wealth Management Experience April 2015 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management April 2015 - Present
Platinun Structured Income Fund January 2010 - March 2015
Seeman Holtz March 2008 - March 2015
Banorte Securities May 2001 - October 2006
Skills
Portfolio Management, Investments, Mutual Funds, Emerging Markets, Strategic Planning, Management, Business Strategy, Alternative Investments, Asset Allocation, Banking, Business Planning, Capital Markets, Commodity, Entrepreneurship, Equities, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Investment Management, Investment Strategies, Private Equity, Relationship Management, Wealth Management, Risk Management, Financial Risk, Credit, Derivatives, Valuation, Financial Modeling, Securities, Economics, Series 7, Corporate Finance, Start-ups, Due Diligence, Mergers & Acquisitions, Management Consulting, Structured Finance, Hedge Funds, Project Finance, Strategic Financial..., Trading, Investment Banking, Equity Research, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Colgate University
BNY Mellon Wealth Management April 2015 - Present
Platinun Structured Income Fund January 2010 - March 2015
Seeman Holtz March 2008 - March 2015
Banorte Securities May 2001 - October 2006
Skills
Portfolio Management, Investments, Mutual Funds, Emerging Markets, Strategic Planning, Management, Business Strategy, Alternative Investments, Asset Allocation, Banking, Business Planning, Capital Markets, Commodity, Entrepreneurship, Equities, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Investment Management, Investment Strategies, Private Equity, Relationship Management, Wealth Management, Risk Management, Financial Risk, Credit, Derivatives, Valuation, Financial Modeling, Securities, Economics, Series 7, Corporate Finance, Start-ups, Due Diligence, Mergers & Acquisitions, Management Consulting, Structured Finance, Hedge Funds, Project Finance, Strategic Financial..., Trading, Investment Banking, Equity Research, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Colgate University
Michael Aroian, CFA's BNY Mellon Wealth Management Experience August 2013 - Present
Job Vice President/Senior Fixed Income Research Analyst at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management August 2013 - Present
Sun Capital Advisers/U.S. Public Fixed Income July 2006 - August 2013
Elsewhere 1990 - January 2013
Sun Life Investments 2006 - 2007
Citizens Bank 2002 - 2006
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MBA, Finance
Hamilton College 1991 — 1995
BNY Mellon Wealth Management August 2013 - Present
Sun Capital Advisers/U.S. Public Fixed Income July 2006 - August 2013
Elsewhere 1990 - January 2013
Sun Life Investments 2006 - 2007
Citizens Bank 2002 - 2006
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MBA, Finance
Hamilton College 1991 — 1995
Meredith Mitchell's BNY Mellon Wealth Management Experience September 2008 - May 2012
Job Business Development Data Services at Towers Watson
Industry Financial Services
Experience
Towers Watson May 2012 - Present
BNY Mellon Wealth Management September 2008 - May 2012
Mellon Financial August 1998 - December 2006
Tek Systems August 1997 - June 1998
Washington Green Co. Job Training Agency February 1995 - August 1997
Skills
Business Development, Banking, Relationship Management, Financial Services
Education
Duquesne University 1999 — 2003
MBA, Management/Leadership
Duquesne University 1990 — 1994
BSBA, Marketing
Trinity
Towers Watson May 2012 - Present
BNY Mellon Wealth Management September 2008 - May 2012
Mellon Financial August 1998 - December 2006
Tek Systems August 1997 - June 1998
Washington Green Co. Job Training Agency February 1995 - August 1997
Skills
Business Development, Banking, Relationship Management, Financial Services
Education
Duquesne University 1999 — 2003
MBA, Management/Leadership
Duquesne University 1990 — 1994
BSBA, Marketing
Trinity
Basil Conroy's BNY Mellon Wealth Management Experience April 2004 - November 2010
Job Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank December 2010 - Present
BNY Mellon Wealth Management April 2004 - November 2010
Citigroup Private Bank November 1999 - March 2004
Citibank/Citigold June 1996 - November 1999
USAA Investment Management Company March 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets
Education
Iona College 1980 — 1984
BBA, Finance
Wells Fargo Private Bank December 2010 - Present
BNY Mellon Wealth Management April 2004 - November 2010
Citigroup Private Bank November 1999 - March 2004
Citibank/Citigold June 1996 - November 1999
USAA Investment Management Company March 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets
Education
Iona College 1980 — 1984
BBA, Finance
Keith Sprauer's BNY Mellon Wealth Management Experience March 2000 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management March 2000 - Present
Bank of New York 2000 - Present
BNY Mellon 2000 - Present
BNY Asset Management 2000 - 2010
Prudential Securities, Inc. February 1996 - March 2000
Skills
Fixed Income, Relationship Management, Asset Managment, Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Derivatives, Alternative Investments, Investment Management, Securities, Capital Markets, Asset Allocation, Hedge Funds, Bonds, Trading, FX Options, Series 7, Investment Strategies, Structured Products, Bloomberg, Wealth Management..., Mutual Funds, Strategic Financial..., Private Banking, Financial Markets, Investment Advisory, Financial Services, Options, Investment Banking, ETFs, Private Equity, Valuation, Emerging Markets, Financial Modeling, Equity Research, Structured Finance, Fund Of Funds, Financial Risk, FINRA, Equity Trading, Financial Advisory, Series 24, Trading Systems
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Rutgers University-New Brunswick 1990 — 1992
MS, Mathematical Statistics
West Chester University of Pennsylvania 1983 — 1988
BA, Economics
BNY Mellon Wealth Management March 2000 - Present
Bank of New York 2000 - Present
BNY Mellon 2000 - Present
BNY Asset Management 2000 - 2010
Prudential Securities, Inc. February 1996 - March 2000
Skills
Fixed Income, Relationship Management, Asset Managment, Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Derivatives, Alternative Investments, Investment Management, Securities, Capital Markets, Asset Allocation, Hedge Funds, Bonds, Trading, FX Options, Series 7, Investment Strategies, Structured Products, Bloomberg, Wealth Management..., Mutual Funds, Strategic Financial..., Private Banking, Financial Markets, Investment Advisory, Financial Services, Options, Investment Banking, ETFs, Private Equity, Valuation, Emerging Markets, Financial Modeling, Equity Research, Structured Finance, Fund Of Funds, Financial Risk, FINRA, Equity Trading, Financial Advisory, Series 24, Trading Systems
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Rutgers University-New Brunswick 1990 — 1992
MS, Mathematical Statistics
West Chester University of Pennsylvania 1983 — 1988
BA, Economics
Brenda Sorg's BNY Mellon Wealth Management Experience 1998 - 2010
Job VP Senior Credit Underwriter at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank 2010 - Present
National MS Society, Long Island Chapter 2007 - 2010
BNY Mellon Wealth Management 1998 - 2010
Bank of New York 1990 - 1998
United Jersey Bank June 1983 - September 1990
Chatham Trust Company January 1974 - June 1983
Skills
Portfolio Management, Equities, Asset Managment, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Hofstra University
BS
St Mary's
Wells Fargo Private Bank 2010 - Present
National MS Society, Long Island Chapter 2007 - 2010
BNY Mellon Wealth Management 1998 - 2010
Bank of New York 1990 - 1998
United Jersey Bank June 1983 - September 1990
Chatham Trust Company January 1974 - June 1983
Skills
Portfolio Management, Equities, Asset Managment, Series 7
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Hofstra University
BS
St Mary's
Dan Cutler's BNY Mellon Wealth Management Experience February 2004 - September 2010
Job Realtor® at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage October 2013 - Present
Hooked on Tilly LLC 2011 - Present
BNY Mellon Wealth Management February 2004 - September 2010
State Street Corporation January 2002 - August 2003
Skills
Investments, Financial Analysis, Asset Management, Strategic Planning, Portfolio Management, Financial Services, Real Estate Transactions
Education
Trinity College-Hartford
BS, History
Florida Atlantic University
MBA
Proctor Academy
Coldwell Banker Residential Brokerage October 2013 - Present
Hooked on Tilly LLC 2011 - Present
BNY Mellon Wealth Management February 2004 - September 2010
State Street Corporation January 2002 - August 2003
Skills
Investments, Financial Analysis, Asset Management, Strategic Planning, Portfolio Management, Financial Services, Real Estate Transactions
Education
Trinity College-Hartford
BS, History
Florida Atlantic University
MBA
Proctor Academy
Jeremy Horton's BNY Mellon Wealth Management Experience August 2002 - August 2005
Job US Financial Institutions CSO III, Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon February 2011 - August 2014
Bank of New York Mellon August 2005 - February 2011
BNY Mellon Wealth Management August 2002 - August 2005
Skills
Financial Services, Relationship Management, Banking, Project Management, Product Management, Product Development, Product Marketing, Asset Management, Mutual Funds, Securities, Equities, Derivatives, Capital Markets, Credit, Bloomberg, Fund Accounting, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Portfolio Management
Education
Grove City College 1996 — 2000
BS Financial Management
Robert Morris University 2001 — 2003
Master of Business Administration (MBA)
BNY Mellon August 2014 - Present
BNY Mellon February 2011 - August 2014
Bank of New York Mellon August 2005 - February 2011
BNY Mellon Wealth Management August 2002 - August 2005
Skills
Financial Services, Relationship Management, Banking, Project Management, Product Management, Product Development, Product Marketing, Asset Management, Mutual Funds, Securities, Equities, Derivatives, Capital Markets, Credit, Bloomberg, Fund Accounting, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Portfolio Management
Education
Grove City College 1996 — 2000
BS Financial Management
Robert Morris University 2001 — 2003
Master of Business Administration (MBA)
Eileen Ni, CPA's BNY Mellon Wealth Management Experience March 2015 - April 2015
Job Consultant Fund Accountant at Aetos Capital
Industry Financial Services
Experience
Aetos Capital May 2015 - Present
BNY Mellon Wealth Management March 2015 - April 2015
PwC October 2014 - February 2015
Morgan Stanley May 2014 - October 2014
Moody's Corporation November 2010 - August 2013
Barcais CPA October 2008 - November 2010
Skills
private equity, Month End Close, Excel Pivot, financial analysis, financial reporting, level 3 investment..., waterfall, capital allocation
Education
CUNY - Zicklin School of Business 2006 — 2007
Master of Science (M.S.), Accounting, 3.8
Fudan University 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Language
Aetos Capital May 2015 - Present
BNY Mellon Wealth Management March 2015 - April 2015
PwC October 2014 - February 2015
Morgan Stanley May 2014 - October 2014
Moody's Corporation November 2010 - August 2013
Barcais CPA October 2008 - November 2010
Skills
private equity, Month End Close, Excel Pivot, financial analysis, financial reporting, level 3 investment..., waterfall, capital allocation
Education
CUNY - Zicklin School of Business 2006 — 2007
Master of Science (M.S.), Accounting, 3.8
Fudan University 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Language
Jill Kremins's BNY Mellon Wealth Management Experience April 2015 - Present
Job Head of Marketing and Communications at BNY Mellon Wealth Management
Industry Marketing and Advertising
Experience
BNY Mellon Wealth Management April 2015 - Present
BMO Harris Bank 2011 - 2014
The Kessler Group 2010 - 2011
Citi Performing Arts Center 2008 - 2008
The Boston Globe 2005 - 2008
Sentient Jet 2004 - 2004
FleetBoston Financial 1995 - 2004
Coopers & Lybrand January 1994 - October 1995
First Data Corporation 1988 - 1994
Skills
Direct Marketing, Customer Experience, Integrated Marketing, Email Marketing, Product Marketing, Product Management, Marketing Strategy, Strategy, Marketing Communications, CRM, Business Development, Analytics, Marketing, New Business Development, Database Marketing, Creative Direction, Public Relations, Brand Management, Event Management, Segmentation, Budgets, Leadership, Management, B2B, Cross-functional Team..., Business Strategy, Start-ups, Change Management, Integration, Multi-channel Marketing, Market Planning, Product Development, Management Consulting
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing and Finance
Syracuse University
Bachelor of Science (B.S.)
BNY Mellon Wealth Management April 2015 - Present
BMO Harris Bank 2011 - 2014
The Kessler Group 2010 - 2011
Citi Performing Arts Center 2008 - 2008
The Boston Globe 2005 - 2008
Sentient Jet 2004 - 2004
FleetBoston Financial 1995 - 2004
Coopers & Lybrand January 1994 - October 1995
First Data Corporation 1988 - 1994
Skills
Direct Marketing, Customer Experience, Integrated Marketing, Email Marketing, Product Marketing, Product Management, Marketing Strategy, Strategy, Marketing Communications, CRM, Business Development, Analytics, Marketing, New Business Development, Database Marketing, Creative Direction, Public Relations, Brand Management, Event Management, Segmentation, Budgets, Leadership, Management, B2B, Cross-functional Team..., Business Strategy, Start-ups, Change Management, Integration, Multi-channel Marketing, Market Planning, Product Development, Management Consulting
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing and Finance
Syracuse University
Bachelor of Science (B.S.)
Anthony Barbadillo's BNY Mellon Wealth Management Experience April 2007 - February 2008
Job Online Operations
Industry Financial Services
Experience
Cottonwood Financial May 2011 - Present
J.P February 2010 - April 2011
First Convenience Bank May 2008 - February 2010
First Convenience bank February 2008 - May 2008
BNY Mellon Wealth Management April 2007 - February 2008
Skills
Banking, Retail, Staff Development, Auditing, Credit, Customer Service, Coaching, Team Building, Finance, Operations Management, Management, Retail Banking, Microsoft Excel, Insurance, Budgets, Process Improvement, Training, Sales, Recruiting, Employee Training, Store Management, Analysis
Education
Florida International University 2001 — 2007
B.A, Liberal Studies
Miami Dade College
A.A, Communications
Cottonwood Financial May 2011 - Present
J.P February 2010 - April 2011
First Convenience Bank May 2008 - February 2010
First Convenience bank February 2008 - May 2008
BNY Mellon Wealth Management April 2007 - February 2008
Skills
Banking, Retail, Staff Development, Auditing, Credit, Customer Service, Coaching, Team Building, Finance, Operations Management, Management, Retail Banking, Microsoft Excel, Insurance, Budgets, Process Improvement, Training, Sales, Recruiting, Employee Training, Store Management, Analysis
Education
Florida International University 2001 — 2007
B.A, Liberal Studies
Miami Dade College
A.A, Communications
Don Heberle's BNY Mellon Wealth Management Experience 1997 - Present
Job Executive Vice President, BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 1997 - Present
BNY Mellon Wealth Management 1997 - Present
Skills
Alternative Investments, Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Wealth Management..., Strategic Planning, Securities, Financial Modeling, Management, Investment Management, Due Diligence, Fixed Income, Capital Markets
Education
Harvard University
BNY Mellon September 1997 - Present
BNY Mellon Wealth Management 1997 - Present
Skills
Alternative Investments, Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Wealth Management..., Strategic Planning, Securities, Financial Modeling, Management, Investment Management, Due Diligence, Fixed Income, Capital Markets
Education
Harvard University
Jamie Weiss- Flesher's BNY Mellon Wealth Management Experience February 2007 - September 2009
Job Principal at Flesher Financial Services
Industry Financial Services
Experience
Flesher Financial Services November 2013 - Present
RPH Financial Services September 2009 - January 2013
BNY Mellon Wealth Management February 2007 - September 2009
BNY Mellon Wealth Management October 2005 - February 2007
Bernstein Global Wealth Management January 2003 - October 2005
AllianceBernstein February 2001 - January 2003
Skills
Asset Allocation, Fixed Income, Asset Managment, Wealth Management, Investments, Excel Vba, Private Client Services, Business Development
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance and Business Economics
University of Maryland College Park 1996 — 2000
Bachelor of Arts (BA), Economics
University of Maryland College Park 1996 — 2000
Bachelor's degree, Economics
Flesher Financial Services November 2013 - Present
RPH Financial Services September 2009 - January 2013
BNY Mellon Wealth Management February 2007 - September 2009
BNY Mellon Wealth Management October 2005 - February 2007
Bernstein Global Wealth Management January 2003 - October 2005
AllianceBernstein February 2001 - January 2003
Skills
Asset Allocation, Fixed Income, Asset Managment, Wealth Management, Investments, Excel Vba, Private Client Services, Business Development
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance and Business Economics
University of Maryland College Park 1996 — 2000
Bachelor of Arts (BA), Economics
University of Maryland College Park 1996 — 2000
Bachelor's degree, Economics
Bob Dail's BNY Mellon Wealth Management Experience January 2015 - Present
Job Vice President | Residential Mortgage Banker BNY Mellon Wealth Management | NMLS ID 453635
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2015 - Present
First Savings Mortgage Corporation June 2013 - December 2014
Wells Fargo Home Mortgage July 2010 - June 2013
SunTrust Mortgage February 2008 - April 2011
Wells Fargo Home Mortgage June 2005 - February 2008
Chase Manhattan Mortgage January 1990 - May 2005
Skills
Mortgage, Mortgage Banking, Real Estate, Mortgage Lending, Conventional, Refinance, Loans, Purchase, Conforming, First Time Home Buyers, Mortgage Industry, Wealth Management, Loan Origination, Mortgage Planning, Residential Mortgages, Underwriting, Home, Residential, New Home Sales, Single Family Homes, Financial Analysis, VA loans, Investment Properties, FHA financing, Certified Mortgage..., FHA, Reverse Mortgages, USDA, Government Loans, Construction Loans, Real Estate Financing, Mortgage Underwriting, Credit, Credit Analysis, Real Estate Economics, Commercial Lending, Residential Homes, VA Loans, Finance, FHA Financing
Education
William & Mary 1983 — 1987
Bachelor of Arts, Economics
George Mason University
Finance
BNY Mellon Wealth Management January 2015 - Present
First Savings Mortgage Corporation June 2013 - December 2014
Wells Fargo Home Mortgage July 2010 - June 2013
SunTrust Mortgage February 2008 - April 2011
Wells Fargo Home Mortgage June 2005 - February 2008
Chase Manhattan Mortgage January 1990 - May 2005
Skills
Mortgage, Mortgage Banking, Real Estate, Mortgage Lending, Conventional, Refinance, Loans, Purchase, Conforming, First Time Home Buyers, Mortgage Industry, Wealth Management, Loan Origination, Mortgage Planning, Residential Mortgages, Underwriting, Home, Residential, New Home Sales, Single Family Homes, Financial Analysis, VA loans, Investment Properties, FHA financing, Certified Mortgage..., FHA, Reverse Mortgages, USDA, Government Loans, Construction Loans, Real Estate Financing, Mortgage Underwriting, Credit, Credit Analysis, Real Estate Economics, Commercial Lending, Residential Homes, VA Loans, Finance, FHA Financing
Education
William & Mary 1983 — 1987
Bachelor of Arts, Economics
George Mason University
Finance
Basil Conroy's BNY Mellon Wealth Management Experience Vice PresidentCitigroup Private Bank1999 - 2004
Job Vice President at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management Vice PresidentCitigroup Private Bank1999 - 2004
Education
Iona College 1981 — 1984
BNY Mellon Wealth Management Vice PresidentCitigroup Private Bank1999 - 2004
Education
Iona College 1981 — 1984
James Rosenkoetter's BNY Mellon Wealth Management Experience June 2011 - October 2013
Job Senior Portfolio Manager at Washington State Treasurer's Office
Industry Investment Management
Experience
Washington State Treasurer's Office October 2013 - Present
BNY Mellon Wealth Management June 2011 - October 2013
Talon Asset Management August 2008 - June 2011
Bank of Montreal June 1995 - August 2008
Skills
Portfolio Management, Fixed Income, Credit, Financial Analysis, Asset Management, Investments, Capital Markets, Bloomberg, Asset Managment, Entrepreneurship, Valuation, Equities, Venture Capital, Financial Modeling, Inflation-indexed bond, r programming, Quantitative Finance
Education
The University of Chicago Booth School of Business 2005 — 2007
Analytic Finance
Indiana University Bloomington
Economics
Washington State Treasurer's Office October 2013 - Present
BNY Mellon Wealth Management June 2011 - October 2013
Talon Asset Management August 2008 - June 2011
Bank of Montreal June 1995 - August 2008
Skills
Portfolio Management, Fixed Income, Credit, Financial Analysis, Asset Management, Investments, Capital Markets, Bloomberg, Asset Managment, Entrepreneurship, Valuation, Equities, Venture Capital, Financial Modeling, Inflation-indexed bond, r programming, Quantitative Finance
Education
The University of Chicago Booth School of Business 2005 — 2007
Analytic Finance
Indiana University Bloomington
Economics
Louis van Wyk's BNY Mellon Wealth Management Experience September 2014 - Present
Job Senior Quality Assurance Specialist at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management September 2014 - Present
BNY Mellon July 2012 - September 2014
Dollar Bank December 2010 - July 2012
Skills
Cash Management, Financial Modeling, Commercial Banking, Portfolio Management, Financial Analysis, Credit, Banking, Mortgage Lending, Financial Risk, Finance, Loans, Credit Risk, Risk Management, Retail Banking, Internal Audit, Project Management, Manage Client..., Wealth Management, Auditing, Internal Controls, Customer Service, CRM
Education
Duquesne University 2013 — 2015
Master of Science (M.S.), Leadership
Robert Morris University 2006 — 2010
Bachelor of Science, Finance
BNY Mellon Wealth Management September 2014 - Present
BNY Mellon July 2012 - September 2014
Dollar Bank December 2010 - July 2012
Skills
Cash Management, Financial Modeling, Commercial Banking, Portfolio Management, Financial Analysis, Credit, Banking, Mortgage Lending, Financial Risk, Finance, Loans, Credit Risk, Risk Management, Retail Banking, Internal Audit, Project Management, Manage Client..., Wealth Management, Auditing, Internal Controls, Customer Service, CRM
Education
Duquesne University 2013 — 2015
Master of Science (M.S.), Leadership
Robert Morris University 2006 — 2010
Bachelor of Science, Finance
Robert Kasner's BNY Mellon Wealth Management Experience October 2004 - Present
Job First VP/ Managing Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management October 2004 - Present
Education
College for Financial Planning 1994 — 1995
CFP Program, Financial Planning
University of Nevada-Las Vegas 1977 — 1978
MBA, Business
Ithaca College 1971 — 1975
BS, Accounting
BNY Mellon Wealth Management October 2004 - Present
Education
College for Financial Planning 1994 — 1995
CFP Program, Financial Planning
University of Nevada-Las Vegas 1977 — 1978
MBA, Business
Ithaca College 1971 — 1975
BS, Accounting
Glenn Huber, CFP®'s BNY Mellon Wealth Management Experience September 2002 - Present
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2002 - Present
BNY Mellon September 2002 - Present
Northern Trust September 1989 - September 2002
Education
Florida State University - College of Business 1978 — 1982
FSU, Finance
BNY Mellon Wealth Management September 2002 - Present
BNY Mellon September 2002 - Present
Northern Trust September 1989 - September 2002
Education
Florida State University - College of Business 1978 — 1982
FSU, Finance
April Brody's BNY Mellon Wealth Management Experience March 2009 - April 2011
Job Process Analyst (Project Management) UPMC
Industry Logistics and Supply Chain
Experience
UPMC April 2015 - Present
UPMC September 2013 - Present
BNY Mellon April 2011 - September 2013
BNY Mellon Wealth Management March 2009 - April 2011
Skills
Microsoft Excel, Account Reconciliation, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Fixed Income, Event Planning, Portfolio Management, Social Media, Equities, Financial Modeling, microsoft access
Education
Cannon Financial Trust 1
Duquesne University
UPMC April 2015 - Present
UPMC September 2013 - Present
BNY Mellon April 2011 - September 2013
BNY Mellon Wealth Management March 2009 - April 2011
Skills
Microsoft Excel, Account Reconciliation, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Fixed Income, Event Planning, Portfolio Management, Social Media, Equities, Financial Modeling, microsoft access
Education
Cannon Financial Trust 1
Duquesne University
Mark Maggioncalda's BNY Mellon Wealth Management Experience October 2005 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management October 2005 - Present
Wachovia Securities, LLC 1993 - 2004
Skills
Connecting People, Investments, Estate Planning, Asset Allocation, Alternative Investments, Sales, Hedge Funds, Mutual Funds, Networking, Equities, Portfolio Management, Mergers & Acquisitions, Sales Presentations, Asset Managment, Integrity, Wealth Management
Education
Franklin & Marshall College 1988 — 1992
BA, Business, History
BNY Mellon Wealth Management October 2005 - Present
Wachovia Securities, LLC 1993 - 2004
Skills
Connecting People, Investments, Estate Planning, Asset Allocation, Alternative Investments, Sales, Hedge Funds, Mutual Funds, Networking, Equities, Portfolio Management, Mergers & Acquisitions, Sales Presentations, Asset Managment, Integrity, Wealth Management
Education
Franklin & Marshall College 1988 — 1992
BA, Business, History
Lester Arana's BNY Mellon Wealth Management Experience December 2014 - Present
Job Senior Private Banker at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management December 2014 - Present
Popular Community Bank February 2012 - December 2014
Bank of Coral Gables March 2011 - February 2012
Ocean Bank June 2004 - September 2010
Regions Bank January 2002 - June 2004
Skills
Loans, Credit, Commercial Lending, Risk Management, Budgets, Team Building, Negotiation, Small Business Lending, Asset Based Lending, Commercial Banking, Commercial Mortgages, Cash Flow Lending, Credit Analysis, SBA, Banking, Lines Of Credit, Real Estate Economics, Credit Risk, Real Estate, Mortgage Lending, Real Estate Financing, Financial Risk, Disposition, Mortgage Banking, Middle Market, Financial Services, Underwriting, Portfolio Management, Financial Analysis, Financial Institutions, Treasury Management, Cross Selling, Bank Secrecy Act, Private Banking, Financial Structuring, Consumer Lending, Management, Commercial Real Estate, Construction Loans, Cash Management, Leadership, AML
Education
Florida International University 1993 — 1995
BBA, Finance
BNY Mellon Wealth Management December 2014 - Present
Popular Community Bank February 2012 - December 2014
Bank of Coral Gables March 2011 - February 2012
Ocean Bank June 2004 - September 2010
Regions Bank January 2002 - June 2004
Skills
Loans, Credit, Commercial Lending, Risk Management, Budgets, Team Building, Negotiation, Small Business Lending, Asset Based Lending, Commercial Banking, Commercial Mortgages, Cash Flow Lending, Credit Analysis, SBA, Banking, Lines Of Credit, Real Estate Economics, Credit Risk, Real Estate, Mortgage Lending, Real Estate Financing, Financial Risk, Disposition, Mortgage Banking, Middle Market, Financial Services, Underwriting, Portfolio Management, Financial Analysis, Financial Institutions, Treasury Management, Cross Selling, Bank Secrecy Act, Private Banking, Financial Structuring, Consumer Lending, Management, Commercial Real Estate, Construction Loans, Cash Management, Leadership, AML
Education
Florida International University 1993 — 1995
BBA, Finance
Michael Lindquist's BNY Mellon Wealth Management Experience August 2008 - November 2009
Job Senior Vice President/Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
Donn Londeree's BNY Mellon Wealth Management Experience March 2005 - February 2010
Job Vice President Wealth Management at Sabadell united Bank
Industry Banking
Experience
Sabadell united Bank January 2010 - Present
BNY Mellon Wealth Management March 2005 - February 2010
BB&T May 2003 - June 2004
Bank One October 1996 - May 2003
Education
Florida Atlantic University 1970 — 1974
MBA, Finance & Accounting
Sabadell united Bank January 2010 - Present
BNY Mellon Wealth Management March 2005 - February 2010
BB&T May 2003 - June 2004
Bank One October 1996 - May 2003
Education
Florida Atlantic University 1970 — 1974
MBA, Finance & Accounting
Michelle Blass's BNY Mellon Wealth Management Experience August 2015 - Present
Job BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
First Niagara Bank February 2006 - August 2015
Vanguard November 1998 - February 2006
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Series 7, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Securities, Finance, Investment Advisory, Wealth Management..., Financial Planning, Estate Planning, Investment Management, Investment Strategies, Financial Planners
Education
Villanova University School of Law 2010 — 2014
Masters in Taxation
James Madison University 1994 — 1998
BBA, Business
BNY Mellon Wealth Management August 2015 - Present
First Niagara Bank February 2006 - August 2015
Vanguard November 1998 - February 2006
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Series 7, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Securities, Finance, Investment Advisory, Wealth Management..., Financial Planning, Estate Planning, Investment Management, Investment Strategies, Financial Planners
Education
Villanova University School of Law 2010 — 2014
Masters in Taxation
James Madison University 1994 — 1998
BBA, Business
Glenn Huber, CFP®'s BNY Mellon Wealth Management Experience January 2004 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2004 - Present
Northern Trust January 1989 - January 2004
Barnett Bank of South Florida January 1984 - December 1988
Skills
Wealth, Private Banking, Investment Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Banking, Business Development, Securities, Alternative Investments, Portfolio Management, Family Office
Education
Florida State University 1978 — 1982
BS, Finance
ABA National Trust School at Northwestern University
BNY Mellon Wealth Management January 2004 - Present
Northern Trust January 1989 - January 2004
Barnett Bank of South Florida January 1984 - December 1988
Skills
Wealth, Private Banking, Investment Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Banking, Business Development, Securities, Alternative Investments, Portfolio Management, Family Office
Education
Florida State University 1978 — 1982
BS, Finance
ABA National Trust School at Northwestern University
Christine Kelland's BNY Mellon Wealth Management Experience November 2007 - April 2011
Job Administrative Assistant Dock Street Asset Mgmt
Industry Financial Services
Experience
Dock Street Asset Management November 2012 - Present
BNY Mellon Wealth Management November 2007 - April 2011
The Bank of New York August 2000 - November 2007
RBS Greenwich Capital August 1997 - January 1999
Skills
Microsoft Excel, Event Planning, Banking, New Business Development, PowerPoint, Business Development, Sales, Time Management, Customer Service, Leadership, Management, Marketing, Budgets, Microsoft Office, Retail
Education
New York School of Interior Design 1988 — 1990
Interior Design
Fashion Institute of Technology 1986 — 1988
Fashion Buying and Merchandising
University of Hartford 1985 — 1986
Liberal Arts/Drama
Dock Street Asset Management November 2012 - Present
BNY Mellon Wealth Management November 2007 - April 2011
The Bank of New York August 2000 - November 2007
RBS Greenwich Capital August 1997 - January 1999
Skills
Microsoft Excel, Event Planning, Banking, New Business Development, PowerPoint, Business Development, Sales, Time Management, Customer Service, Leadership, Management, Marketing, Budgets, Microsoft Office, Retail
Education
New York School of Interior Design 1988 — 1990
Interior Design
Fashion Institute of Technology 1986 — 1988
Fashion Buying and Merchandising
University of Hartford 1985 — 1986
Liberal Arts/Drama
Daniel C. Shaughnessy's BNY Mellon Wealth Management Experience 2008 - Present
Job Senior Director, BNY Mellon Wealth Management
Industry Individual & Family Services
Experience
BNY Mellon Wealth Management 2008 - Present
HSBC Retail Banking and Wealth Management 2003 - 2008
HSBC Retail Banking and Wealth Management 1998 - 2003
Skills
Team Building, Leadership Development, Strategic Planning, Marketing Strategy, Financial Analysis, Wealth Management, Business Strategy, Financial Modeling, Private Banking, Management
Education
Harvard Business School
Executive Education, Strategic Marketing Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Executive Education, Management Development
BNY Mellon Wealth Management 2008 - Present
HSBC Retail Banking and Wealth Management 2003 - 2008
HSBC Retail Banking and Wealth Management 1998 - 2003
Skills
Team Building, Leadership Development, Strategic Planning, Marketing Strategy, Financial Analysis, Wealth Management, Business Strategy, Financial Modeling, Private Banking, Management
Education
Harvard Business School
Executive Education, Strategic Marketing Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Executive Education, Management Development
Jay Peaslee's BNY Mellon Wealth Management Experience June 2014 - Present
Job Vice President / Sr. Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2014 - Present
US Bank - Private Client Reserve July 2008 - June 2014
Key Bank March 2007 - September 2007
Mountain Valley Companies June 2003 - March 2007
US Bank / USBancorp Investments and Insurance October 1999 - June 2003
Bank One January 1994 - October 1999
Northwestern Mutual December 1990 - January 1994
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Mortgage Lending, Private Banking, Commercial Lending, Wealth Management..., Retail Banking, High Net Worth..., Small Business Lending, Loans, Finance, Banking, Financial Analysis
Education
Gustavus Adolphus College 1985 — 1989
BA, Economics
BNY Mellon Wealth Management June 2014 - Present
US Bank - Private Client Reserve July 2008 - June 2014
Key Bank March 2007 - September 2007
Mountain Valley Companies June 2003 - March 2007
US Bank / USBancorp Investments and Insurance October 1999 - June 2003
Bank One January 1994 - October 1999
Northwestern Mutual December 1990 - January 1994
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Mortgage Lending, Private Banking, Commercial Lending, Wealth Management..., Retail Banking, High Net Worth..., Small Business Lending, Loans, Finance, Banking, Financial Analysis
Education
Gustavus Adolphus College 1985 — 1989
BA, Economics
Josh Malone's BNY Mellon Wealth Management Experience March 2013 - Present
Job Financial Analyst Business Planning at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2013 - Present
BNY Mellon December 2011 - February 2013
The Bank of New York Mellon July 2010 - December 2011
University Computer Center April 2007 - April 2009
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, JavaScript, Microsoft Word, Budgets, SQL, Finance, Accounting, Excel, Word, Microstrategy, Chargebacks, Windows 7, Databases, Financial Modeling, Financial Analysis, Risk Management, Wealth Management, Mutual Funds, Financial Services, Cartesis, HTML, SEI Trust 3000
Education
Duquesne University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Pittsburgh 2006 — 2010
Bachelor of Science, Business Management, Economics, Finance, 3.97/4.0
BNY Mellon Wealth Management March 2013 - Present
BNY Mellon December 2011 - February 2013
The Bank of New York Mellon July 2010 - December 2011
University Computer Center April 2007 - April 2009
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis, PowerPoint, JavaScript, Microsoft Word, Budgets, SQL, Finance, Accounting, Excel, Word, Microstrategy, Chargebacks, Windows 7, Databases, Financial Modeling, Financial Analysis, Risk Management, Wealth Management, Mutual Funds, Financial Services, Cartesis, HTML, SEI Trust 3000
Education
Duquesne University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Pittsburgh 2006 — 2010
Bachelor of Science, Business Management, Economics, Finance, 3.97/4.0
William Banta, CFP's BNY Mellon Wealth Management Experience July 2007 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2007 - Present
The Bank of New York September 2001 - July 2007
Skills
Fixed Income, Equities, Investment Management, Wealth Management, Asset Allocation, Retirement Planning, Investments, Alternative Investments, Asset Management, Finance, Hedge Funds, Mutual Funds, Portfolio Management, Securities
Education
Hofstra University 1996 — 1999
MBA, Banking & Finance
Siena College 1991 — 1995
BS, Finance
BNY Mellon Wealth Management July 2007 - Present
The Bank of New York September 2001 - July 2007
Skills
Fixed Income, Equities, Investment Management, Wealth Management, Asset Allocation, Retirement Planning, Investments, Alternative Investments, Asset Management, Finance, Hedge Funds, Mutual Funds, Portfolio Management, Securities
Education
Hofstra University 1996 — 1999
MBA, Banking & Finance
Siena College 1991 — 1995
BS, Finance
Patrick Milas's BNY Mellon Wealth Management Experience August 2013 - April 2015
Job McMahon Financial Advisors, LLC
Industry Financial Services
Experience
McMahon Financial Advisors, LLC May 2015 - Present
BNY Mellon Wealth Management August 2013 - April 2015
BNY Mellon November 2011 - August 2013
Education
Duquesne University
Master, Business Administration; Finance
Duquesne University
Bachelor of Science, Business Administration; Finance
McMahon Financial Advisors, LLC May 2015 - Present
BNY Mellon Wealth Management August 2013 - April 2015
BNY Mellon November 2011 - August 2013
Education
Duquesne University
Master, Business Administration; Finance
Duquesne University
Bachelor of Science, Business Administration; Finance
Jennifer Souza's BNY Mellon Wealth Management Experience January 2013 - November 2013
Job SVP, Director of Affiliate Management at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management December 2013 - Present
BNY Mellon Wealth Management January 2013 - November 2013
BNY Mellon Wealth Management April 2010 - December 2012
Canaccord Adams July 2002 - March 2010
Berkshire Capital July 1997 - June 2000
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Corporate Finance, Strategic Planning, Wealth Management, Acquisition Integration
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Old Mutual Asset Management December 2013 - Present
BNY Mellon Wealth Management January 2013 - November 2013
BNY Mellon Wealth Management April 2010 - December 2012
Canaccord Adams July 2002 - March 2010
Berkshire Capital July 1997 - June 2000
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Corporate Finance, Strategic Planning, Wealth Management, Acquisition Integration
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Paul Sawina's BNY Mellon Wealth Management Experience August 2015 - Present
Job Vice President at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management August 2015 - Present
Gibraltar Private Bank & Trust April 2012 - August 2015
U.S. Trust May 1996 - April 2012
BNY Mellon 1989 - 1993
BNY Mellon 1989 - 1993
Skills
High Net Worth..., Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Wealth Management..., Alternative Investments, Trust Services, Risk Management, Asset Allocation, Banking, Private Banking, Securities, Series 7, Investments, Investment Advisory, Investment Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General
BNY Mellon Wealth Management August 2015 - Present
Gibraltar Private Bank & Trust April 2012 - August 2015
U.S. Trust May 1996 - April 2012
BNY Mellon 1989 - 1993
BNY Mellon 1989 - 1993
Skills
High Net Worth..., Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Wealth Management..., Alternative Investments, Trust Services, Risk Management, Asset Allocation, Banking, Private Banking, Securities, Series 7, Investments, Investment Advisory, Investment Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General
Gretchen Skarpos's BNY Mellon Wealth Management Experience March 2014 - Present
Job Portfolio Administrator at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management March 2014 - Present
The Jewelers Board of Trade September 2013 - March 2014
Robert Goodman P.C. January 2013 - April 2013
Emmanuel College September 2011 - December 2012
Live Nation May 2010 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Data Entry
Education
Emmanuel College 2009 — 2013
B.A. in Accounting, Minor in Psychology
Bishop Connolly High School 2005 — 2009
BNY Mellon Wealth Management March 2014 - Present
The Jewelers Board of Trade September 2013 - March 2014
Robert Goodman P.C. January 2013 - April 2013
Emmanuel College September 2011 - December 2012
Live Nation May 2010 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Data Entry
Education
Emmanuel College 2009 — 2013
B.A. in Accounting, Minor in Psychology
Bishop Connolly High School 2005 — 2009
Ron Ambrogio's BNY Mellon Wealth Management Experience November 2007 - Present
Job Ohio Regional President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2007 - Present
KeyBank September 1981 - November 2007
Skills
Wealth Management, Wealth, Private Banking, Estate Planning, Investment Management, Wealth Management..., Asset Management, Family Office, Investment Advisory, Trusts, Asset Allocation, High Net Worth..., Investment Strategies, Financial Advisory, Retirement Planning, Alternative Investments
Education
University of Pennsylvania - The Wharton Business School 2003 — 2005
Academic Diploma, Securities Industry Association
University of Virginia 1986 — 1988
Academic Diploma, Graduate School Of Bank Management
Baldwin-Wallace University 1983 — 1985
MBA, Business
John Carroll University 1977 — 1981
BS / BA, Business Admin
BNY Mellon Wealth Management November 2007 - Present
KeyBank September 1981 - November 2007
Skills
Wealth Management, Wealth, Private Banking, Estate Planning, Investment Management, Wealth Management..., Asset Management, Family Office, Investment Advisory, Trusts, Asset Allocation, High Net Worth..., Investment Strategies, Financial Advisory, Retirement Planning, Alternative Investments
Education
University of Pennsylvania - The Wharton Business School 2003 — 2005
Academic Diploma, Securities Industry Association
University of Virginia 1986 — 1988
Academic Diploma, Graduate School Of Bank Management
Baldwin-Wallace University 1983 — 1985
MBA, Business
John Carroll University 1977 — 1981
BS / BA, Business Admin
Rick DeCicco's BNY Mellon Wealth Management Experience October 2013 - September 2014
Job Vice President at Lebenthal Wealth Advisors
Industry Investment Management
Experience
Lebenthal Wealth Advisors September 2014 - Present
BNY Mellon Wealth Management October 2013 - September 2014
BNY Mellon Wealth Management June 2011 - October 2013
BNY Mellon Asset Management June 2010 - August 2010
ETX Capital 2009 - 2009
Skills
Equity Derivatives, Bloomberg, Risk Management, Portfolio Management, Equity Research, Equities, Trading, Mutual Funds, Fixed Income, Accounting, Bloomberg Terminal, Investments, Investment Advisory, Asset Management
Education
Marist College
BS, Business Administration, Finance
Imperial College London
International Business
New York University
SCPS, Portfolio Management
Lebenthal Wealth Advisors September 2014 - Present
BNY Mellon Wealth Management October 2013 - September 2014
BNY Mellon Wealth Management June 2011 - October 2013
BNY Mellon Asset Management June 2010 - August 2010
ETX Capital 2009 - 2009
Skills
Equity Derivatives, Bloomberg, Risk Management, Portfolio Management, Equity Research, Equities, Trading, Mutual Funds, Fixed Income, Accounting, Bloomberg Terminal, Investments, Investment Advisory, Asset Management
Education
Marist College
BS, Business Administration, Finance
Imperial College London
International Business
New York University
SCPS, Portfolio Management
William B. O'Leary, Jr.'s BNY Mellon Wealth Management Experience 1982 - 1986
Job Senior Investment/Banking Professional
Industry Financial Services
Experience
Northern Trust Wealth Management 2014 - Present
Northern Trust Wealth Management 2011 - 2014
Citi 1993 - 2010
PNC 1986 - 1993
BNY Mellon Wealth Management 1982 - 1986
Skills
Fixed Income, Wealth Management, Portfolio Management, Equities, Investments, Asset Managment, Mutual Funds, Derivatives, Banking, Hedge Funds, Asset Allocation, Bloomberg, Risk Management, Securities, Capital Markets, Investment Strategies, Investment Management, Financial Risk, Private Banking, Wealth Management...
Education
Fairfield University
New York University, Stern School of Business
Northern Trust Wealth Management 2014 - Present
Northern Trust Wealth Management 2011 - 2014
Citi 1993 - 2010
PNC 1986 - 1993
BNY Mellon Wealth Management 1982 - 1986
Skills
Fixed Income, Wealth Management, Portfolio Management, Equities, Investments, Asset Managment, Mutual Funds, Derivatives, Banking, Hedge Funds, Asset Allocation, Bloomberg, Risk Management, Securities, Capital Markets, Investment Strategies, Investment Management, Financial Risk, Private Banking, Wealth Management...
Education
Fairfield University
New York University, Stern School of Business
Kerrie Sullivan, CFP®'s BNY Mellon Wealth Management Experience March 2014 - Present
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2014 - Present
BNY Mellon Wealth Management March 2011 - February 2014
BNY Mellon Wealth Management January 2007 - March 2011
Ferron Financial January 1998 - December 2006
Skills
Wealth Management, Private Banking, Portfolio Management, Estate Planning, Wealth Management..., Investment Management, Strategic Financial..., Wealth, Asset Allocation, Securities, Financial Planning
Education
Manchester Community College 2007 — 2010
CFP Certificant
Johnson & Wales University 1994 — 1996
MA, Hospitality Administration
University of Hartford 1989 — 1993
BSBA, Economics and Finance
BNY Mellon Wealth Management March 2014 - Present
BNY Mellon Wealth Management March 2011 - February 2014
BNY Mellon Wealth Management January 2007 - March 2011
Ferron Financial January 1998 - December 2006
Skills
Wealth Management, Private Banking, Portfolio Management, Estate Planning, Wealth Management..., Investment Management, Strategic Financial..., Wealth, Asset Allocation, Securities, Financial Planning
Education
Manchester Community College 2007 — 2010
CFP Certificant
Johnson & Wales University 1994 — 1996
MA, Hospitality Administration
University of Hartford 1989 — 1993
BSBA, Economics and Finance
Claire Rubel's BNY Mellon Wealth Management Experience April 2015 - Present
Job Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2015 - Present
Paradigm Talent Agency December 2012 - November 2014
Red Varden Studios June 2012 - November 2012
k-global January 2012 - June 2012
Fredric H. Rubel Jewelers May 2009 - January 2012
Hurley June 2010 - August 2010
Skills
Social Media, Microsoft Office, Facebook
Education
Emory University 2008 — 2012
BA, Economics
BNY Mellon Wealth Management April 2015 - Present
Paradigm Talent Agency December 2012 - November 2014
Red Varden Studios June 2012 - November 2012
k-global January 2012 - June 2012
Fredric H. Rubel Jewelers May 2009 - January 2012
Hurley June 2010 - August 2010
Skills
Social Media, Microsoft Office, Facebook
Education
Emory University 2008 — 2012
BA, Economics
Illona DiSanto's BNY Mellon Wealth Management Experience March 2015 - Present
Job Project Management Administrator at BNY Mellon Wealth Management
Industry Retail
Experience
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon Wealth Management October 2010 - Present
Christopher and Banks August 2008 - October 2010
Marforth Design Showroom June 1998 - August 2008
Skills
Visual Merchandising, Store Management, Loss Prevention, Merchandising, Retail, Store Operations, New Store Openings, Driving Results, Inventory Management, Multi-unit, Shrinkage, Big Box, Apparel, Inventory Control, Retail Sales, Telephone Skills
Education
Indiana University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Consumre Services
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon Wealth Management October 2010 - Present
Christopher and Banks August 2008 - October 2010
Marforth Design Showroom June 1998 - August 2008
Skills
Visual Merchandising, Store Management, Loss Prevention, Merchandising, Retail, Store Operations, New Store Openings, Driving Results, Inventory Management, Multi-unit, Shrinkage, Big Box, Apparel, Inventory Control, Retail Sales, Telephone Skills
Education
Indiana University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Consumre Services
Carolyn Lawson, PMP's BNY Mellon Wealth Management Experience January 1994 - Present
Job Project Management Vice President, BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management January 1994 - Present
Skills
Management, Business Analysis, Risk Management, Microsoft Excel, Project Management, Customer Service, Analysis, Financial Analysis, Strategic Planning, Process Improvement, PMP, Project Management...
Education
Gwynedd Mercy University
Bachlor of Science
BNY Mellon Wealth Management January 1994 - Present
Skills
Management, Business Analysis, Risk Management, Microsoft Excel, Project Management, Customer Service, Analysis, Financial Analysis, Strategic Planning, Process Improvement, PMP, Project Management...
Education
Gwynedd Mercy University
Bachlor of Science
Christopher Feia's BNY Mellon Wealth Management Experience 2012 - March 2015
Job Founder and CEO of BetFront
Industry Financial Services
Experience
BetFront April 2015 - Present
BNY Mellon Wealth Management 2012 - March 2015
BNY Mellon Wealth Management 2012 - March 2015
Pension & Benefit Biz 2008 - 2012
Single Family Office 2007 - 2008
Skills
Wealth Management, Investments, Leadership, Business Strategy, New Business Development, Public Speaking, Sales, Entrepreneurship, Start-ups, Marketing, Business Development, Consulting, Private Equity, Financial Analysis, Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
Bachelor's Degree, Marketing & Communications
Cornell University
Financial Management - CFM - In Progress, Finance and Financial Management Services
BetFront April 2015 - Present
BNY Mellon Wealth Management 2012 - March 2015
BNY Mellon Wealth Management 2012 - March 2015
Pension & Benefit Biz 2008 - 2012
Single Family Office 2007 - 2008
Skills
Wealth Management, Investments, Leadership, Business Strategy, New Business Development, Public Speaking, Sales, Entrepreneurship, Start-ups, Marketing, Business Development, Consulting, Private Equity, Financial Analysis, Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
Bachelor's Degree, Marketing & Communications
Cornell University
Financial Management - CFM - In Progress, Finance and Financial Management Services
Michael Dawkins, CFA, CFP's BNY Mellon Wealth Management Experience July 2010 - Present
Job Vice President Senior Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management July 2010 - Present
BlackRock Private Investors October 2006 - July 2010
Merrill Lynch Investment Management Private Investors July 1996 - September 2006
Barnett Banks Trust Company August 1991 - July 1996
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Fixed Income, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Investment Management, Investment Strategies, Investment Advisory, Bonds, Series 7, Equity Research, Valuation, Wealth Management..., Private Banking, High Net Worth...
Education
Florida State University - College of Business 1987 — 1991
BS, Finance
BNY Mellon Wealth Management July 2010 - Present
BlackRock Private Investors October 2006 - July 2010
Merrill Lynch Investment Management Private Investors July 1996 - September 2006
Barnett Banks Trust Company August 1991 - July 1996
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Fixed Income, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Investment Management, Investment Strategies, Investment Advisory, Bonds, Series 7, Equity Research, Valuation, Wealth Management..., Private Banking, High Net Worth...
Education
Florida State University - College of Business 1987 — 1991
BS, Finance
Joe Wegelin's BNY Mellon Wealth Management Experience December 2014 - May 2015
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2015 - Present
BNY Mellon Wealth Management December 2014 - May 2015
Oak Services Corporation January 2012 - December 2014
Oak Services Corporation May 2011 - January 2012
Thomson Reuters July 2009 - August 2010
Education
Iowa State University 2006 — 2011
Bachelor of Science (B.S.), Finance
Spirit Lake High School 2002 — 2006
Wells Fargo Home Mortgage May 2015 - Present
BNY Mellon Wealth Management December 2014 - May 2015
Oak Services Corporation January 2012 - December 2014
Oak Services Corporation May 2011 - January 2012
Thomson Reuters July 2009 - August 2010
Education
Iowa State University 2006 — 2011
Bachelor of Science (B.S.), Finance
Spirit Lake High School 2002 — 2006
Brett Dearing's BNY Mellon Wealth Management Experience January 2015 - Present
Job Senior Director, Wealth Management Services at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance
Adriana Velazco, CFE's BNY Mellon Wealth Management Experience October 2011 - January 2012
Job ABL Field Examiner
Industry Financial Services
Experience
Ocean Bank April 2012 - Present
BNY Mellon Wealth Management October 2011 - January 2012
Ameriprise Financial Services, Inc. May 2010 - September 2011
Hirsh & Co., CPA's February 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Asset Based Lending, Financial Reporting, Financial Analysis, Wealth Management, Investments, Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Risk
Education
Florida International University - College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Coleman F. Carroll High School
Ocean Bank April 2012 - Present
BNY Mellon Wealth Management October 2011 - January 2012
Ameriprise Financial Services, Inc. May 2010 - September 2011
Hirsh & Co., CPA's February 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Asset Based Lending, Financial Reporting, Financial Analysis, Wealth Management, Investments, Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Risk
Education
Florida International University - College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Coleman F. Carroll High School
Joanna Borner's BNY Mellon Wealth Management Experience July 2011 - Present
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2011 - Present
BNY Mellon January 2006 - Present
Sanford Bernstein September 2002 - January 2006
Skills
Equities, Wealth Management
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics
BNY Mellon Wealth Management July 2011 - Present
BNY Mellon January 2006 - Present
Sanford Bernstein September 2002 - January 2006
Skills
Equities, Wealth Management
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Rita Schultheiss's BNY Mellon Wealth Management Experience October 2008 - July 2013
Job University of Massachusetts Amherst
Industry Higher Education
Experience
University of Massachusetts Amherst October 2013 - Present
BNY Mellon Wealth Management October 2008 - July 2013
Citizens Bank April 2007 - May 2008
Citizens Bank November 1999 - April 2007
USTrust Bank February 1997 - January 2000
Skills
Microsoft Word, PowerPoint, Excel, Lotus Notes, Outlook, CRM software, PeopleSoft
Education
Fisher College
Accounting and Business/Management
University of Massachusetts Amherst October 2013 - Present
BNY Mellon Wealth Management October 2008 - July 2013
Citizens Bank April 2007 - May 2008
Citizens Bank November 1999 - April 2007
USTrust Bank February 1997 - January 2000
Skills
Microsoft Word, PowerPoint, Excel, Lotus Notes, Outlook, CRM software, PeopleSoft
Education
Fisher College
Accounting and Business/Management
Shannon Crowder's BNY Mellon Wealth Management Experience July 2012 - Present
Job Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2012 - Present
Fidelity Investments April 2010 - March 2012
Bank of America September 2005 - March 2010
Skills
Series 7, Series 63, Series 66, Asset Allocation, Mutual Funds, Uniform Combined State..., Retirement Planning
Education
Florida State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2004 — 2007
Bachelor of Science, Finance
BNY Mellon Wealth Management July 2012 - Present
Fidelity Investments April 2010 - March 2012
Bank of America September 2005 - March 2010
Skills
Series 7, Series 63, Series 66, Asset Allocation, Mutual Funds, Uniform Combined State..., Retirement Planning
Education
Florida State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2004 — 2007
Bachelor of Science, Finance
Maryann Sonzogni's BNY Mellon Wealth Management Experience December 2014 - Present
Job Addministrative Assistant at RemX Specialty Staffing/ Mutual of Omaha
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2014 - Present
RemX Specialty Staffing/ Mutual of Omaha May 2014 - October 2014
Vanguard October 2004 - February 2013
US Federal Census Buearur February 2010 - September 2010
Mulch-It March 2001 - June 2002
Lee Tire & Rubber Co., Subsidiary of Goodyear Tire August 1972 - February 1987
Skills
Time Management, Software Documentation, Outlook, Data Entry, Training, Management, Process Scheduler, Customer Service, Invoicing, Access, Databases, Microsoft Excel, PowerPoint, Sales, QuickBooks, Auditing, Microsoft Office, Customer Relations
Education
Delaware County Community College
Administration Professional Program (MOS) Certifucation
Montgomery County Community College 1980 — 1982
Business Administration
Jevs Career Strategies 2013 — 2013
Certificate Of Completion, Microsoft Office 12 Session Computor Training Seri4s
Delaware County Community College 2013 — 2014
Certificate, Professional Administration (MOS)Excel, Word, Outlook, Access, Power Point, Quickbooks Pro Inductory
Vanguard University
Professional Training
BNY Mellon Wealth Management December 2014 - Present
RemX Specialty Staffing/ Mutual of Omaha May 2014 - October 2014
Vanguard October 2004 - February 2013
US Federal Census Buearur February 2010 - September 2010
Mulch-It March 2001 - June 2002
Lee Tire & Rubber Co., Subsidiary of Goodyear Tire August 1972 - February 1987
Skills
Time Management, Software Documentation, Outlook, Data Entry, Training, Management, Process Scheduler, Customer Service, Invoicing, Access, Databases, Microsoft Excel, PowerPoint, Sales, QuickBooks, Auditing, Microsoft Office, Customer Relations
Education
Delaware County Community College
Administration Professional Program (MOS) Certifucation
Montgomery County Community College 1980 — 1982
Business Administration
Jevs Career Strategies 2013 — 2013
Certificate Of Completion, Microsoft Office 12 Session Computor Training Seri4s
Delaware County Community College 2013 — 2014
Certificate, Professional Administration (MOS)Excel, Word, Outlook, Access, Power Point, Quickbooks Pro Inductory
Vanguard University
Professional Training
Sean Allison's BNY Mellon Wealth Management Experience April 2015 - Present
Job Investment Business Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon April 2013 - March 2015
BNY Mellon April 2010 - April 2013
Destinta Theatres, LLC May 2002 - June 2012
Skills
Data Analysis, Microsoft Excel, Managing databases, Troubleshooting, Multi-tasking, Macros, Customer Service, Access, VBA, Business Analysis, Analysis, Visual Basic, Time Management, Process Improvement, Vendor Management, Banking, Project Management, PowerPoint, Microsoft Office, Operations Management
Education
Pace University 2013 — 2016
Master of Engineering (MEng), Computer Software Engineering
University of Pittsburgh 2005 — 2008
Bachelor of Science (B.S.), Management Information Systems
Community College of Allegheny County 2002 — 2005
Associate of Science (A.S.), Computer Science
Woodland Hills High School 1999 — 2002
High School Diploma, General Education
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon April 2013 - March 2015
BNY Mellon April 2010 - April 2013
Destinta Theatres, LLC May 2002 - June 2012
Skills
Data Analysis, Microsoft Excel, Managing databases, Troubleshooting, Multi-tasking, Macros, Customer Service, Access, VBA, Business Analysis, Analysis, Visual Basic, Time Management, Process Improvement, Vendor Management, Banking, Project Management, PowerPoint, Microsoft Office, Operations Management
Education
Pace University 2013 — 2016
Master of Engineering (MEng), Computer Software Engineering
University of Pittsburgh 2005 — 2008
Bachelor of Science (B.S.), Management Information Systems
Community College of Allegheny County 2002 — 2005
Associate of Science (A.S.), Computer Science
Woodland Hills High School 1999 — 2002
High School Diploma, General Education
Michelle (Werner) Urso's BNY Mellon Wealth Management Experience December 2014 - Present
Job Operations Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon Wealth Management June 2008 - December 2014
Skills
Banking, Customer Service, Microsoft Excel, Operations Management, Microsoft Office, Management, Leadership, Loans, Microsoft Word, Financial Services, Strategic Planning
Education
Community College of Allegheny County
Associates degree
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon Wealth Management June 2008 - December 2014
Skills
Banking, Customer Service, Microsoft Excel, Operations Management, Microsoft Office, Management, Leadership, Loans, Microsoft Word, Financial Services, Strategic Planning
Education
Community College of Allegheny County
Associates degree
Lisa Spagnolo's BNY Mellon Wealth Management Experience June 2013 - Present
Job Customer Service Representative at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2013 - Present
BNY Mellon August 2011 - June 2013
BNY Mellon January 2010 - August 2011
First Niagara Bank April 2005 - December 2009
Skills
Customer Service, Customer Satisfaction, Customer Experience, Organization, Banking, Private Banking
Education
Robert Morris University 2008 — 2010
Bachelor's degree, Business Administration and Management, General
Community College of Allegheny County
BNY Mellon Wealth Management June 2013 - Present
BNY Mellon August 2011 - June 2013
BNY Mellon January 2010 - August 2011
First Niagara Bank April 2005 - December 2009
Skills
Customer Service, Customer Satisfaction, Customer Experience, Organization, Banking, Private Banking
Education
Robert Morris University 2008 — 2010
Bachelor's degree, Business Administration and Management, General
Community College of Allegheny County
Matthew DeMarco's BNY Mellon Wealth Management Experience July 1993 - Present
Job Private Banking Vice President at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management July 1993 - Present
Skills
Banking, Investments, Financial Analysis, Risk Management, Microsoft Excel, Finance, Financial Services, Asset Management
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance, General
River Dell High School
Villanova University
Bachelor of Science (B.S.), Business Administration and Management, General
BNY Mellon Wealth Management July 1993 - Present
Skills
Banking, Investments, Financial Analysis, Risk Management, Microsoft Excel, Finance, Financial Services, Asset Management
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance, General
River Dell High School
Villanova University
Bachelor of Science (B.S.), Business Administration and Management, General
Natalie Lane's BNY Mellon Wealth Management Experience August 2015 - Present
Job Sales Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
The Garden City Group, Inc. August 2014 - June 2015
Gonzaga University Legal Assistance Federal Tax Clinic May 2012 - May 2014
Skills
Tax Law, Policy, Legal Research, Legal Writing, Manage Client..., Client Relations Skills, Client Counseling, Client Education, Letter Writing, Trial Practice, Negotiation, Tax Preparation, Multi Tasking, Always Punctual, Work Ethic, Financial Analysis, Works well with people, Self-starter, Income Tax, Tax Research, Microsoft Excel, Microsoft Word, Grant Writing
Education
Gonzaga University School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Idaho 2007 — 2011
Bachelor of Science (BS), Political Science and Government
BNY Mellon Wealth Management August 2015 - Present
The Garden City Group, Inc. August 2014 - June 2015
Gonzaga University Legal Assistance Federal Tax Clinic May 2012 - May 2014
Skills
Tax Law, Policy, Legal Research, Legal Writing, Manage Client..., Client Relations Skills, Client Counseling, Client Education, Letter Writing, Trial Practice, Negotiation, Tax Preparation, Multi Tasking, Always Punctual, Work Ethic, Financial Analysis, Works well with people, Self-starter, Income Tax, Tax Research, Microsoft Excel, Microsoft Word, Grant Writing
Education
Gonzaga University School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Idaho 2007 — 2011
Bachelor of Science (BS), Political Science and Government
Daniel DeYoe's BNY Mellon Wealth Management Experience October 2004 - September 2005
Job Director Equity Derivatives at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
BTIG, LLC December 2009 - January 2015
BTIG, LLC August 2007 - December 2009
Cantor Fitzgerald September 2005 - August 2007
BNY Mellon Wealth Management October 2004 - September 2005
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Delbarton School 1996 — 2000
BTIG, LLC January 2015 - Present
BTIG, LLC December 2009 - January 2015
BTIG, LLC August 2007 - December 2009
Cantor Fitzgerald September 2005 - August 2007
BNY Mellon Wealth Management October 2004 - September 2005
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Delbarton School 1996 — 2000
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY