Experience
HCA Far West Division  October 2014 - Present
McGladrey  May 2011 - August 2014
BNY Mellon Wealth Management   March 2009 - August 2010

Skills
Technical Support, Servers, Networking, Hardware, VoIP, Printers, US GAAP, Active Directory, Sarbanes-Oxley Act, Microsoft Excel, Windows Server

Education
Robert Morris University
Bachelor's Degree

Experience
JPMorgan Chase  March 2013 - Present
BNY Mellon Wealth Management.  March 2008 - March 2013
Deutsche Bank  April 2007 - March 2008
Merrill Lynch  March 2004 - April 2007

Skills
Enterprise Risk..., Anti-Money Laundering, Operational Risk..., Internal Controls &..., Project Management, Financial Advisory..., Internal Audit, Due Diligence, Auditing, KYC, AML, Bank Secrecy Act, Investment Advisory..., Management, Program Management, Sanction, Securities, USA PATRIOT Act, Anti Money Laundering, Leadership, Microsoft Office, Customer Service, Finance, Strategic Planning, Public Speaking

Education
Kean University   2000 — 2001
Master of Public Administration (MPA), Public Policy Analysis

King University   1984 — 1987
Bachelor of Arts (B.A.), History/Political Science

American Cooperative School (ACS), Liberia
High School Diploma

Experience
BNY Mellon Wealth Management   August 2015 - Present
Cushman & Wakefield  April 2014 - June 2015
UC Irvine  March 2013 - April 2014
Allergan  February 2008 - February 2013

Skills
Office Management, Scheduling, Microsoft Office, Event Management, Telephone Skills, Conferences, Administrative Support, Outlook, Confidentiality, Data Entry, Spreadsheets, Lotus Notes, Typing, Administration, PowerPoint, Quickbooks, PeopleSoft, Database Administration, Time Management, Word, Excel, Customer Service, Access, Event Planning, Fax, Documentation, Billing, Visio, Teamwork, Internet Explorer, Vendor Relations, Customer Relations, Administrative..., QuickBooks, Process Scheduler, Invoicing, Social Networking, Microsoft Word, Microsoft Excel, Calendars, Office Administration, Management, Expenses, Office Equipment, Executive Support, Administrative...

Education
Orange Coast College   1994 — 1996
Associate's degree

Experience
SCS Financial  2015 - Present
BNY Mellon Wealth Management   2013 - 2014
Goldman Sachs  2009 - 2013
Legg Mason  2007 - 2009
Allianz Global Investors  2003 - 2007
CNNMoney  1997 - 2003
New Haven Register  1989 - 1997

Skills
Marketing Communications, Brand Development, Collateral Material..., Product Marketing, Online Marketing, Investment Strategies, Writing, Editing, White Papers, Advertising Copy, Interactive Solutions, Online Journalism, Business Journalism, Feature Writing, Fixed Income, Insurance, Online Video, Personal Finance, Website Redesign, Website Development, Series 24, Pianist, French, Copywriting, Feature Articles, Fund Of Funds, Hedge Funds, Editorial, Investor Relations, Marketing, Management, Social Media Marketing, Journalism, Equities, Asset Management, Alternative Investments

Education
Lehigh University
BA, Double major in journalism and government

Miss Porter's School

Experience
BNY Mellon  September 2006 - Present
BNY Mellon Wealth Management   September 2006 - Present
Babson Capital Management  September 2002 - May 2006
Wellington Management  October 1996 - August 2002
Merrill Lynch  May 1993 - October 1996

Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Alternative Investments, Capital Markets, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Markets, Financial Analysis, Bonds

Education
Vanderbilt University   1991 — 1993
Master of Business Administration (MBA), Finance, General

Middlebury College   1984 — 1989
Bachelor of Science (BS), Economics

Experience
BNY Mellon Wealth Management   October 2013 - Present
BNY Mellon Wealth Management   May 2011 - September 2013
BNY Mellon Wealth Management   March 2010 - April 2011
BNY Mellon Wealth Management   August 2007 - February 2010

Skills
Investments, Strategic Financial..., Portfolio Management

Education
Penn State University   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Experience
BNY Mellon Wealth Management   September 2003 - Present
Signature Bank  June 2002 - August 2003
HSBC  April 1997 - June 2002

Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Relationship Management, Investment Strategies, Financial Planning, Peer Mentoring, Wealth, High Net Worth..., Insurance, Personal Finance, Investment Advisory, Wealth Management..., Asset Management, Finance

Education
St. John's University   1982 — 1986
Bachelor of Science (BS), Marketing

Experience
BNY Mellon Wealth Management   November 2013 - August 2015
Bank of America  April 2011 - November 2013
The New York Public Library  July 2004 - August 2010

Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Commercial Lending, Loan Origination, Cash Management, Cross Selling, Credit Risk, Mortgage Banking, Refinance, Branch Banking, Deposits

Education
Mercy College   2015 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General

University of Bridgeport   2010 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General

Experience
BNY Mellon Wealth Management   April 2012 - Present
J.P. Morgan Private Bank   September 2008 - April 2012
J.P. Morgan Private Bank   September 2006 - September 2008
J.P. Morgan Private Bank   September 2004 - September 2006
J.P. Morgan Investment Bank   January 2003 - September 2004
J.P. Morgan   January 2001 - January 2003

Skills
Private Equity, Hedge Funds, Investments, Valuation, Equities, Alternative Investments, Due Diligence, Venture Capital, Investment Banking, Fixed Income, Portfolio Management, Strategic Financial..., Wealth Management, Asset Allocation, Trading, Equity Research, Investment Management, Financial Risk

Education
La Salle University   1996 — 2000
BS, Finance & Information Technology

Experience
BEW Consulting   2008 - Present
BNY Mellon Wealth Management   April 2007 - January 2008
HSBC Private Bank  2003 - 2005
BEW Consulting   2002 - 2003
ING  2000 - 2001
Vontobel Asset Management  1998 - 2000
Brown Brothers Harriman  1995 - 1998

Skills
Marketing Strategy, CRM, Asset Managment, Leadership, Management, Recruiting, Strategic Planning, Event Management, Asset Management, Program Management, Marketing, Wealth Management, Strategy, Business Development, Product Management, Team Leadership

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Southern Methodist University
BBA, Finance

Experience
Free Lance Consultant  May 2014 - Present
Deaf Volleyball Association   January 2014 - October 2014
BNY Mellon Wealth Management   May 2014 - August 2014
Rochester Institute of Technology  September 2011 - August 2013
Deaf Basketball Association   September 2012 - March 2013
PerformancePro Pumps   September 2006 - August 2011
Deaf Holidays Party   November 2005 - December 2010

Skills
Project Management, Databases, Access, Internal Communications, Management, Financial Analysis, Entrepreneurship, Research, Data Vault, Video, Final Cut Pro, After Effects, Video Editing, Video Production, Basketball, Forklift Operator, Videography, Event Planning, Sports Videography, Wedding Videos, Student Counseling, Assembling, Teleprompter Operation, Water Pumps, Pre-production Planning, Post-production Planning, Vault, Editing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Leadership, Photoshop, Teamwork, Public Speaking

Education
Rochester Institute of Technology   2011 — 2014
Bachelor's Degree, Finance, Senior

Portland Community College   2005 — 2006
General Studies

Experience
BNY Mellon Wealth Management   September 2015 - Present
Bank of America - U.S. Trust   October 2013 - August 2015
Wilmington Trust Wealth & Institutional Services - division of M&T Bank   May 2004 - October 2013
Wachovia Wealth Management, Inc.   December 2001 - May 2004
Merrill Lynch  May 1997 - December 2001
U.S. House of Representatives, Small Business Committee, Congresswoman Jan Meyers, Chair   1995 - 1996

Skills
Wealth Management, Portfolio Management, Financial Advisory, Banking, Investments

Education
The George Washington University   1995 — 1996
GSPM

Pepperdine University   1991 — 1995
BA

Experience
BNY Mellon Wealth Management   February 2014 - Present
Staffmark DBA BNY Mellon   2013 - February 2014
Guadian Care Services of Broward   May 2011 - September 2013
Northern Trust  March 2001 - May 2011

Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, Auditing, General Ledger, Accounts Payable, Financial Accounting, Financial Statements, Accounts Receivable, Variance Analysis, Cash Management, PeopleSoft, Managerial Finance, Finance, GAAP, Management, Human Resources, Invoicing, Asset Allocation, Asset Management, Banking, Equities, Fixed Income, Mutual Funds, Portfolio Management, Wealth Management, Investments, Financial Planning, Risk Management, Investment Management, Analysis, Financial Services

Education
St. Thomas University   2006 — 2007
Bachelor of Arts (B.A.), Organizational Leadership

Experience
TD Wealth Management  2013 - Present
BNY Mellon Wealth Management   2008 - 2013
Wells Fargo  1993 - 2008

Skills
Management, Leadership, Fixed Income, Alternative Investments, Wealth Management, Equities, Capital Markets, Asset Allocation, Portfolio Management, Wealth Management..., Investment Management, Investment Strategies, Structured Products, Bonds, ETFs, Private Banking, Investment Advisory, Hedge Funds, Series 63, Mutual Funds, Building Relationships, Networking

Education
Merrimack College
Bachelor's of Science, Finance

UNC Kenan-Flagler Business School
Executive Management Program

Experience
BNY Mellon Wealth Management   August 2014 - Present
TD Wealth Management  July 2014 - Present
BNY Mellon  October 2012 - October 2013
Southwest Minnesota State University  August 2010 - May 2012
Lenovo  May 2009 - February 2010
The Malian Bank of Development   July 2006 - December 2006

Skills
Sales, Accounting, Time Management, Coaching, Finance, Leadership, Event Planning, Sales Presentations, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, SPSS, Student Affairs, Higher Education, Fundraising, Research, Facebook, Team Leadership

Education
Southwest Minnesota State University   2010 — 2012
MBA, Leadership

Southwest Minnesota State University   2007 — 2008
Bachelor's Degree, Finance/Accounting

Suffolk University - Sawyer School of Management   2003 — 2006
Associate of Science (AS), Accounting and Finance

Experience
Providence Health & Services, Providence Strategic and Management Services   2014 - August 2015
Sisters of Providence, Mother Joseph Province   2013 - 2014
ArtsWest Playhouse and Gallery  August 2012 - 2014
Camp Fire USA  July 2012 - 2014
Event Planner / Co-Chair / Skill Based Volunteer   1980 - 2014
Pacific Northwest Alternatives Address   2012 - 2013
CFA Society of Seattle   2007 - 2013
Brain Injury Assoc. of WA   September 2008 - 2011
Childhaven  2008 - 2010
BNY Mellon Wealth Management   2006 - 2007

Skills
Project Management, Marketing, Event Planning, Event Management, Personal Trust..., Wealth Management, Estate Planning, Investments, Retirement Planning, Fundraising, High Net Worth..., Desktop Publishing, Adobe Creative Suite, MS Publisher, Public Speaking, Wealth Management..., Portfolio Management, Mutual Funds, Counselor Selling Skills, Asset Allocation, Investment Management, Strategic Financial..., Not for Profit..., Asset Management, Alternative Investments, Insurance, Strategic Planning, Asset Managment, Philanthropy, Finance, Securities, Investment Advisory, Wealth, Tax, Business Development, Strategy, Risk Management, Financial Advisory, Financial Services, Equities, Trusts, Series 7, Budgeting, 401k, Investment Strategies, Long-term Care, Employee Benefits, Executive Management, Private Foundations, Access Database

Education
Seattle University   1977 — 1982
BA, Business Administration

South Seattle College
Adobe Photoshop

The American College of Financial Services and South Seattle College
CFP Candidate, Certifiied Financial Planning (CFP) Studies

Cannon Financial Institute   2004 — 2004
School of Foundation Management, including Sales., Foundation Management and Sales

Cannon Financial Institute   2000 — 2004
Trust School I, II and III, Trust Administration

J F Kennedy Memorial H.S.

Experience
PNC Wealth Management  October 2014 - Present
PNC BANK  September 2012 - Present
BNY Mellon Wealth Management   September 2010 - September 2012

Skills
Risk Management, Financial Services, Banking, Credit, Portfolio Management, Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Relationship Management

Education
Waynesburg College   2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Slippery Rock University of Pennsylvania   1998 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Experience
BNY Mellon Wealth Management   November 2013 - Present
U.S. Trust   September 2008 - November 2013
LaSalle Bank Wealth Management Group   March 2003 - August 2008
Morgan Stanley  February 2001 - March 2003
Northern Trust  December 1986 - February 2001

Education
Ripon College   1981 — 1985

LaLumiere School   1977 — 1981

Experience
U. S. Steel   October 2012 - Present
BNY Mellon Wealth Management   May 2011 - September 2012
Big Heart Pet Brands  2006 - 2011
C.J. Panagulias & Co.   2003 - 2006
Thomas Gaitens & Company   2000 - 2002

Skills
Financial Reporting, Hedging, Compliance, US GAAP, CPA, Financial Statements, GAAP

Education
Robert Morris University   1999 — 2000
Diploma, Accounting

University of Pittsburgh
B.A., Economics

Experience
BNY Mellon Wealth Management   October 2012 - Present
Citizens Bank  November 2009 - October 2012
Gap Inc.  May 2005 - July 2012
St. Lawrence University  August 2007 - May 2008

Skills
Microsoft Excel, Management, Microsoft Office, Data Analysis, Economics, Microsoft Word, PowerPoint, Outlook, Research

Education
Saint Lawrence University   2004 — 2008
Bachelor of Arts (B.A.), Magna Cum Laude, Economics

Northeastern University   2011 — 2012
Certificate, Accounting

South Burlington High School   2000 — 2004

Experience
BNY Mellon Wealth Management   January 2008 - Present
Dorsey Conley Insurance   August 2006 - November 2007

Skills
Financial Analysis, Portfolio Management, Wealth Management

Education
Ohio Christian University

Experience
BNY Mellon Wealth Management   March 2000 - Present
Marsh  July 1985 - March 2000
Chubb  September 1981 - July 1985

Skills
Wealth Management, Investment Advisory, Series 7, Series 63, Private Banking, Family Office

Education
St. Lawrence University   1977 — 1981
BA, Economics

St. Georges School   1973 — 1977

Experience
The Nature Conservancy  August 2014 - Present
Dallas Museum of Art  December 2013 - July 2014
BNY Mellon Wealth Management   March 2012 - December 2013
Communities Foundation of Texas  February 2006 - February 2012
Children's Medical Center of Dallas  May 2003 - January 2006
American Heart Association  December 1993 - April 2003
St. Jude Children's Research Hospital   1990 - 1993

Skills
Non-profits, Volunteer Management, Fundraising, Planned Giving, Donor Relations, Philanthropy, Newsletters, Stewardship, Board Development, Strategic Planning, Charities, Program Management, Nonprofits, Event Management, Event Planning, Grants, Annual Giving, Budgets, Non-profit..., Leadership, Public Speaking, Volunteering, Estate Planning, Community Outreach, Community Development, Gifts, Editing, Staff Development, Prospect Research, Program Development, Alumni Relations, Charitable Gift Planning, Grant Writing, Proposal Writing, Sponsorship, Fundraisers, Non-profit Board..., Board Relations, Foundations, Donor Management, Campaign Strategies, Resource Development, Raiser's Edge, Endowments, Major Gift Development, Marketing, Capital Campaigns, Donor Recognition, Trusts, Major Gift Solicitations

Education
The American College   2011 — 2012
Chartered Advisor in Philanthropy, Philanthropy

Southern Methodist University   2008 — 2010
Certificate Progam in Financial Planning

LeTourneau University
BBA, Business

University of California at Long Beach
Certified Specialist in Planned Giving

Experience
BNY Mellon Wealth Management   August 2012 - Present
MKJ Capital Group LLP   June 2005 - September 2012
Hansor Distributors Inc.   March 1998 - June 2005
Chase Manhattan Bank  July 1985 - March 1998

Skills
Banking, Wealth Management, Investment Advisory, Financial Advisory, Asset Managment, Retirement Planning, Portfolio Management, Estate Planning, Risk Management, Derivatives, Capital Markets, Commercial Banking, Mutual Funds, Alternative Investments, Equities, Finance, Financial Services, Wealth, Fixed Income, Asset Management, Credit, Insurance, Securities

Education
New York University - Leonard N. Stern School of Business   1990 — 1993
MBA, Finance

Rutgers University-New Brunswick   1981 — 1985
BA, Economics

Experience
Citizens Private Bank & Trust   February 2010 - Present
INRange Systems  March 2008 - December 2009
INRange Systems  August 2003 - March 2008
BNY Mellon Wealth Management   May 1997 - 2008
Bank of America  February 1989 - May 1997

Skills
Estate Planning, Investments, Wealth Management, Asset Allocation, Investment Management, Wealth, Trusts, Succession Planning, Private Equity, Portfolio Management, Tax, Mutual Funds, Asset Managment, Retirement Planning, High Net Worth..., Financial Services, Asset Management

Education
Saint Louis University   1978 — 1981
BA, Finance

Experience
JFS Wealth Advisors  May 2011 - Present
BNY Mellon Wealth Management   February 2007 - April 2011

Education
Shippensburg University of Pennsylvania   2002 — 2004
BSBA, Finance

University of Pittsburgh   2000 — 2002

Experience
BNY Mellon Wealth Management   August 2015 - Present
Ohrenstein & Brown  April 2015 - August 2015
Aronova & Associates, LLC   January 2015 - April 2015
Baker Sanders, LLC  October 2012 - April 2015
Latos Latos & Associates, P.C.   June 2012 - August 2012
Weitz & Luxenberg  June 2011 - August 2011
State of Delaware Democratic Caucus   September 2009 - December 2009

Skills
Analysis, Event Management, Legal Research, Legal Writing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media

Education
Saint John's University School of Law   2011 — 2014
J.D., Class of 2014

University of Delaware   2007 — 2011
BA, Political Science/History

Experience
BNY Mellon Wealth Management   September 2015 - Present
BNY Mellon Wealth Management   October 2014 - September 2015
Ellwood Associates  July 2013 - July 2014
Ellwood Associates  October 2011 - June 2013
RBC Wealth Management  May 2010 - August 2010
Fastenal  May 2008 - August 2010
A. Finkl & Sons Co.   December 2008 - January 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, FactSet, Morningstar, Investments, Fixed Income, Financial Modeling, Financial Analysis, Analysis, Portfolio Management, Accounting, Valuation, Auditing, Equities, Asset Management, Sales, PowerPoint

Education
University of Wisconsin-Madison   2007 — 2011
BA, History

National University of Ireland, Galway   2010 — 2010
History

Saint Viator High School   2003 — 2007

Experience
BNY Mellon Wealth Management   July 2013 - Present
The Northern Trust  June 1987 - June 2013
The Northern Trust Company of Delaware   January 2007 - May 2013

Skills
Consolidated Reporting, Performance Analysis, Cash Flow Forecasting, Alternative Investments, Private Banking, Investment Products, Asset Management, Global Custody, Investments, Wealth Management..., Philanthropy, Asset Managment, Great Leader, Leadership, Due Diligence, Financial Services, Wealth Management, Mergers & Acquisitions, Sales Management, Wealth, High Net Worth..., Investment Management, Estate Planning, Hedge Funds, Finance, Equities, Asset Allocation, Fixed Income, Securities

Education
Loyola University of Chicago   1990 — 1993
Master of Economics, Finance

Loyola University of Chicago   1984 — 1987
Bachelor of Science, Finance

Rosary High School   1979 — 1983
Catholic Girls Prep School

Experience
BNY Mellon Wealth Management   April 2015 - Present
Coravin  November 2014 - March 2015
Nanigans  October 2012 - November 2013
Salvatore's & Sal's Pizza   June 2008 - November 2013
Quincy Medical Center  January 2010 - February 2010

Skills
Excel, Accounting, Financial Analysis, Microsoft Office, Word, Financial Reporting, Customer Service, Inventory Management, Financial Planning, Access, Financial Accounting, Economics, Research, Financial Management, Valuation, Investments, Restaurants, Cash Flow, Private Equity, Microsoft Excel, Corporate Finance, Venture Capital, Strategic Planning, Risk Management, PowerPoint, Strategic Financial..., Microsoft Word, Business Valuation, Mergers & Acquisitions, Due Diligence, Business Strategy, Data Analysis, Forecasting, Business Analysis, Management, Management Consulting, Analysis, Hedge Funds, Managerial Finance, Financial Modeling, Equities

Education
Northeastern University   2011 — 2013
Finance, Finance and Accounting Management, 3.8

Quincy College   2009 — 2011
Business Administration, Finance, Economics, 3.9

Experience
The American Red Cross  June 2011 - Present
Muscular Dystrophy Association  August 2009 - March 2011
Rutgers University  2007 - 2009
Drexel University  2006 - 2007
Mellon Financial  June 1985 - May 2006
BNY-Mellon  1985 - 2006
BNY Mellon Wealth Management   1985 - 2006
Mellon Financial  1980 - 2006
Wachovia, A Wells Fargo Company  1990 - 1996

Skills
Fundraising, Philanthropy, Estate Planning, Non-profits, Volunteer Management, Public Speaking, Program Development, Planned Giving, Stewardship, Event Planning, Strategic Planning, Annual Giving, Higher Education, Community Outreach, Leadership Development, Alumni Relations, Research, Grant Writing, Board Development, Grants, Proposal Writing, Prospect Research, Gifts, Capital Campaigns, Non-profit..., Nonprofits, Program Management, Leadership

Education
University of Pennsylvania   2002 — 2005
MS, Organizational Studies

Rutgers, The State University of New Jersey-Camden   1968 — 1972
Bachelor of Arts (B.A.)

Collingswood High School

Collingswood High School

Experience
BNY Mellon Wealth Management   January 2015 - Present
BNY Mellon  May 2012 - December 2014
Bernstein Global Wealth Managment   June 2005 - May 2012

Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Securities, Wealth Management, Financial Services, Investments, Recruiting, Interviews

Education
NYU School of Professional Studies   2013 — 2014
Certificate in Financial Planning

Middlebury College   2001 — 2005
Bachelor of Arts (B.A.), History, Minor in American Civilization

Delbarton High School   1997 — 2001

Experience
BNY Mellon Wealth Management   March 2015 - Present
BNY Mellon Wealth Management   September 2012 - March 2015
BNY Mellon Wealth Management   July 2011 - September 2012
Wells Fargo  September 2010 - December 2010
Northwestern Mutual  May 2010 - October 2010

Skills
Economics, Banking, Insurance, Equities, Investments, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Asset Management, Securities, Estate Planning, Wealth Management...

Education
New York University   2013 — 2014
Certificate in Financial Planning, Financial Planning

Moravian College   2007 — 2011
Financial Economics, Economics

King's-Edgehill School   2000 — 2007

Experience
Philadelphia Freedom Valley YMCA  2013 - Present
BNY Mellon Wealth Management   August 2010 - 2013
E-Duction  February 2009 - August 2010
BEST INCENTIVE GROUP   January 1990 - January 2009
Graham Incenitves   1983 - 1990

Skills
New Business Development, Strategy, Investment Management, Business Development, Private Banking, Business Relationship..., Start-ups, Wealth Management, CRM, Executive Management, Management

Education
Episcopal Academy

Rollins College
Bachelor of Arts (BA), History

Experience
BNY Mellon Wealth Management   June 2014 - Present
Lazard Asset Management  July 2011 - June 2014
The Island Day School   April 2010 - July 2011
Roger Williams University Legal Studies Department   May 2010 - September 2010
Roger Williams University, School of Law  September 2008 - May 2009
Roger Willaims University, Admissions Office   September 2007 - May 2008

Skills
PowerPoint, Microsoft Word, Adobe Acrobat, Lotus Notes, Microsoft Excel, Administrative..., Research, Microsoft Office, Event Planning, Analysis, Facebook

Education
Roger Williams University   2007 — 2011
Bachelors, Criminal Justice, Psychology

Bourne High School   2004 — 2007

Experience
Bank of New York Mellon  November 2010 - Present
BNY Mellon Wealth Management   January 2009 - November 2010
BNY Mellon Wealth Management   January 2007 - January 2009
The Bank of New York  1979 - 2007

Skills
Asset Management, Investments, Wealth Management, Trust Services, Banking, Asset Allocation, Asset Managment, Portfolio Management, Finance, Equities, Alternative Investments, Securities, Financial Services, Hedge Funds, Wealth, Fixed Income, Financial Analysis, High Net Worth..., Capital Markets, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Private Banking, Bloomberg, Bonds, Series 63, Derivatives, Series 7, Retirement Planning, FINRA, Financial Markets, Fund Of Funds, Options, Private Equity, Strategic Financial..., Trading, ETFs, Financial Advisory, Estate Planning

Education
Pace University - Lubin School of Business   1982 — 1984
MS, Investment Management

Rutgers University-New Brunswick   1973 — 1977
BA, Economics

Experience
The American College of Financial Services  August 2015 - Present
Convergent Wealth Advisors  October 2014 - Present
Northern Trust  July 2010 - March 2013
BNY Mellon Wealth Management   December 2007 - July 2010
California National Bank  June 2004 - December 2007
Bank of America  August 2002 - June 2004
Morgan Stanley  November 1999 - April 2002
Valorinform – Thomson Financial Securities Management   April 1999 - November 1999
Valorinform – Thomson Financial Securities Management   October 1997 - April 1999
Muller Data Corp – Thomson Financial Securities Management   June 1996 - October 1997

Skills
Portfolio Management, Investments, Asset Allocation, Financial Services, Wealth Management, High Net Worth..., Wealth Management..., Investment Management, Fixed Income, Asset Management, Securities, Mutual Funds, Banking, Retirement Planning, Investment Advisory, Credit, Private Banking, Alternative Investments, Equities, Trust Services, Charities, Manage Client..., Asset Managment, Hedge Funds, Microsoft Excel, VIP Services, Microsoft Word, PowerPoint, Non-profit Board..., Board of Director..., Donor Management, Donor Recognition, Donor Development, Donor Solicitation, Donor Engagement, Non-profit Volunteer, Volunteer Recruiting, Lines Of Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Private Equity, Private Placements, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Intergenerational..., Budgets, Budget Setting, Series 65

Education
University of Bridgeport   2014 — 2015
Master of Business Administration (MBA), Management, 3.933

The American College   2013 — 2014
Designation, Life Underwriter Training Council Fellow (LUTCF)

The American College   2013 — 2014
Designation, Financial Services Specialist (FSS)

University of California, Los Angeles
Certificate, Personal Financial Planning

University of Bridgeport   1988 — 1991
BS, International Business, 3.25

Saint Louis University   1989 — 1989
Program in Madrid, Spain

Experience
BNY Mellon Wealth Management   December 2014 - Present
Colleen M Murphy Consulting Services   May 2012 - December 2014
Community Foundation of Collier County, Inc.   October 2010 - May 2012
Gibraltar Private Bank & Trust  April 2007 - September 2010
Merrill Lynch  January 2005 - April 2007

Skills
Private Banking, Investment Management, Personal Financial..., Life Insurance, Budget Preparation and..., Certified Public..., Deposit and Loan Growth, Staff-Development,..., Trust Management, Non Profit Leadership, New Business Development, Strategic Planning, Nonprofits, Mortgage Lending, Finance, Wealth Management, Strategic Financial..., Banking, Asset Management, Mutual Funds, Asset Allocation, Investment Advisory, Business Planning, Portfolio Management, Loans, Investments, Wealth, Securities, Estate Planning, Investment Strategies, Alternative Investments, Financial Services, Retirement Planning, Series 7, Commercial Lending, Credit, Financial Analysis, Equities, Budgets, Fixed Income, High Net Worth..., Financial Planning

Education
State University of New York College at Oswego
Bachelor of Science, Business Administration and Accounting

Experience
BNY Mellon Wealth Management   July 2015 - Present
Regions Financial Corporation - Wealth Management Department   June 2005 - June 2015
Bank of America  September 2003 - May 2005
Northern Trust  September 1998 - August 2003

Skills
Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Business Development, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Wealth Management..., High Net Worth..., Capital Markets, Finance

Education
San Diego State University-California State University   1994 — 1998
BS, Finance, General

Experience
BNY Mellon Wealth Management   July 2014 - Present
Comerica Bank  January 2009 - July 2014
Bank of Texas  June 2000 - December 2008

Skills
Series 7, Series 65, Series 63

Education
Southern Methodist University
Certificate Program in Financial Planning

Oklahoma State University   1994 — 2000
MBA, BS Biology

Experience
BNY Mellon Wealth Management   August 2015 - Present
BMO Harris Bank  March 2006 - Present
LaSalle Bank  November 2002 - March 2006
American National Bank  1988 - 2004

Skills
Loans, Banking, Asset Based Lending, Small Business Lending, Treasury Management, Financial Analysis, Retail Banking, Cash Management, Community Support, Management, Wealth Management, Consumer Lending, Relationship Management, Private Banking, Mortgage Lending, Credit Risk, Lines Of Credit, Real Estate Economics, Underwriting, Loan Origination

Education
Institute for Learning, Toronto, Canada   2012 — 2013
Banking

Lake Forest College
Bachelor's degree, Business/Commerce, General

New Trier High School

St. Francis Xavier, Wilmette

Experience
BNY Mellon Wealth Management   November 2006 - Present
Spaulding & Slye Colliers  March 2000 - November 2006
Jones Lang LaSalle  2005 - 2006
Nvest Companies, LP   August 1994 - March 2000

Skills
Project Management, Relationship Management, Due Diligence, Organizational..., Real Estate, Performance Management, Process Improvement, Team Building, Acquisitions, Leadership Development, Employee Relations, Human Resources, Recruiting, Management, Mergers & Acquisitions, Analysis

Education
Northeastern University   1996 — 1999
MBA, Business

The University of Connecticut
Bachelors Degree

Experience
JOHN J. LEBEAU & CO., LLC   January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC   March 2006 - Present
BNY MELLON WEALTH MANAGEMENT   October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC   April 2002 - October 2007
First Union Securities  November 2001 - April 2002
Merrill Lynch  June 2000 - September 2001
JOHN J. LEBEAU   March 1994 - June 2000
JOHN J LEBEAU   February 1985 - March 1994
SANFORD C. BERNSTEIN & CO.   October 1982 - February 1985
E.F. HUTTON   December 1980 - October 1982

Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales

Education
Muhlenberg College   1978 — 1981
Economics

The Lawrenceville School   1977 — 1978

Washington Township High School

Experience
BNY Mellon Wealth Management   March 2011 - Present
BNY Mellon Wealth Management   2002 - Present
Mellon Private Wealth Management  March 1996 - September 2002
State Street  August 1994 - December 1995

Skills
Equities, Investments, Mutual Funds, Fixed Income, Asset Management, Portfolio Management, Securities, Wealth Management, Leadership, Asset Managment, Asset Allocation, Bloomberg, Alternative Investments, Private Banking, Investment Management, Hedge Funds, Capital Markets, Investment Strategies, Series 7, Derivatives, Bonds, Financial Services, Financial Markets, Trading, Wealth Management..., Investment Banking, Investment Advisory, Relationship Management, Equity Trading, Strategic Financial..., Options, Private Equity, Valuation, Financial Modeling, Equity Research, Financial Advisory, Series 63, Life Insurance, Trusts

Education
Seattle University   1999 — 2002
Masters, Business Administration

Syracuse University   1990 — 1994
Bachelor of Science, Political Science

Experience
Allies For Children   March 2013 - Present
ACHIEVA Family Trust   September 2012 - Present
BNY Mellon Wealth Management   1996 - Present
BNY Mellon  1996 - Present
BNY Mellon Wealth Management   1996 - 2015
BNY Mellon Wealth Management   1996 - 2015
ARCS Pittsburgh   2003 - 2007

Skills
Asset Managment, Securities, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Capital Markets, Bloomberg, Wealth Management, Investments, Asset Allocation, Mergers, Equity Valuation, Asset Management, Series 7, Credit, Banking, Series 63, Private Equity, Estate Planning, Investment Strategies, Investment Advisory, Financial Services, Fixed Income, Wealth Management..., Hedge Funds, Bonds, Strategic Financial..., Strategic Planning, Public Speaking, Nonprofits, Financial Analysis, Management, Finance, Risk Management

Education
Mount Saint Mary's College   1985 — 1989
Accounting

Winhester Thurston School
Duquesne University

Experience
BNY Mellon Wealth Management   2009 - Present
Wilmington Trust  April 1999 - February 2009
Wilmington Trust Co.  1999 - 2009

Skills
Relationship Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Bonds, High Net Worth..., Investments, Securities, Wealth Management, Wealth Management..., Asset Management, Investment Management, Financial Services, Equities, Alternative Investments

Education
La Salle University - School of Business Administration   1981 — 1985

International School of Geneva

Experience
Huntington National Bank  December 2004 - Present
BNY Mellon Wealth Management   July 1999 - December 2004

Skills
Banking, Portfolio Management, Financial Analysis, Risk Management, Income Tax, Wealth Management, Leadership, Customer Service

Education
Robert Morris University   2001 — 2004
Master's degree, Taxation

Robert Morris University   1998 — 2000
Bachelor's degree, Accounting and Finance

Experience
Wilmington Trust  September 2015 - Present
BNY Mellon Wealth Management   September 2006 - September 2015
M&T Investment Group  August 2003 - September 2006
Evergreen Asset Management  September 1995 - August 2003

Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7

Education
Rider University   1996 — 1998
Master of Business Administration (M.B.A.)

University of Delaware   1988 — 1992
Bachelor of Science (B.S.)

Experience
CIT  October 2014 - Present
CIT  September 2012 - September 2014
Citi  April 2012 - September 2012
Everbank Commercial Finance  July 2010 - January 2012
BNY Mellon Wealth Management   June 2008 - October 2009
Omni National Bank, Corp. Headquarters   September 2005 - May 2008
Wachovia Capital Management Group/Corp. Trust Division   August 2002 - August 2005

Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Portfolio Management, Corporate Finance, Investments, Analysis, Finance, Forecasting, Variance Analysis, Banking, Management

Education
University of North Carolina at Chapel Hill   2014 — 2016
Master of Business Administration (MBA)

New York University   2006 — 2010
Master of Science (MS), Management & Systems

University of Florida   1999 — 2002
Bachelor of Arts (B.A.)

University of Florida
Bachelor of Arts

Experience
BNY Mellon Wealth Management   March 2015 - Present
Wilmington Trust  January 2008 - March 2015
Sivel Asset Mangement   April 2000 - November 2008
Morgan Stanley  June 1998 - April 2000
Merrrill Lynch   December 1993 - August 1998

Skills
Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory, Fiduciary Services, Wealth, Risk Management, Small Business, Finance, Tax, Employee Benefits, Retirement Planning, Financial Advisory, Management, Wealth Management..., Estate Planning

Education
The American College   2010 — 2011
Financial Planning, Finance and Financial Management Services

Ohio University   1985 — 1989
BA Business, Management Information Systems, General

Experience
Ayco, a Goldman Sachs Company  July 2015 - Present
TD Private Client Group   December 2012 - June 2015
BNY Mellon Wealth Management   September 2003 - November 2012

Skills
Investment Advisory, Banking, Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Mutual Funds, Equities, Asset Management, Wealth Management, Fixed Income, Investment Strategies, Retirement Planning, Securities, Wealth Management..., Financial Planning, Series 7, Relationship Management, Financial Advisory, Wealth, Investment Management

Education
Penn State University

Experience
BNY Mellon Wealth Management   June 2013 - Present
BNY Mellon Wealth Management   June 2008 - June 2013
Dollar Bank  2006 - 2008

Skills
Financial Analysis, Banking, Risk Management, Portfolio Management, Investments, Budgets, Team Building, Microsoft Office, Mutual Funds, Customer Service, Negotiation, Microsoft Excel, Analysis, Estate Planning, Investment Management, Management, Private Banking, Program Management, Wealth, Wealth Management, Wealth Management..., Asset Allocation, Sales, Sales Presentations

Education
Point Park University   2008 — 2010
MBA, Business Management

University of Pittsburgh   2003 — 2006
BSBA, Business Management

Norwin

Experience
BNY Mellon Wealth Management   September 2014 - Present
PNC Wealth Management  September 2013 - September 2014
PNC  September 2010 - September 2013

Skills
Marketing, Social Networking, Communication, Analytical Skills, Siebel, Public Relations, Microsoft Office, Photoshop Elements, Dreamweaver, Supervisory Management, Social Media, Adobe Fireworks, Oracle, Flash, Cost Accounting, QuickBooks, Flexibility, Customer Service, Problem Solving, Efficiency, Curiosity, Mentoring, Photography, Strategic Planning, Account Management

Education
Lynn University   2011 — 2012
Master of Business Administration (M.B.A.), Marketing, QPA 4.0

University of Pittsburgh   2005 — 2009
Bachelor of Arts, Communication, Public Relations, and Advertising

Experience
ARIA Investment Associates   November 2012 - Present
BNY Mellon Wealth Management   November 2007 - October 2012
US Trust  1997 - 2007
Connecticut National Bank  November 1986 - April 1997

Skills
Investment Management, Portfolio Management, High Net Worth..., 401k, Financial Analysis, Asset Allocation, Asset Management, Wealth, Alternative Investments, Wealth Management, Investments

Education
Purdue University   1979 — 1983
B.S., Business management

Munster High School

Experience
Warner, Inc  July 2013 - Present
Credit Suisse  April 2013 - May 2013
BMO Capital Markets  April 2012 - June 2012
RBC Capital Markets Corporation   February 2011 - September 2011
Guggenheim Securities Investment Banking Firm   September 2010 - December 2010
ING Nederland  October 2008 - November 2008
BNY Mellon Wealth Management   July 2008 - September 2008
Cosentini Associates, Engineering Consultants   April 2008 - June 2008
St. Vincent’s Hospital   August 2005 - August 2007

Skills
Microsoft Office, Concur, Heavy Calendaring, PowerPoint, Salesforce Administrator, Oracle Applications, Microsoft Excel, Microsoft Word, Outlook, Conference Coordination, Video Conferencing, Adobe Acrobat, Trading Floor, Dictaphone, Access, Lotus Notes, Friendly Personality, Highly Reliable, Multi Tasking, High Profile Events, Solid computer skills, Highly personable, Highly detail oriented, Highly motivated..., Highly resourceful, Organizational..., Databases, Public Speaking, Social Media, Customer Service, Sales, Administrative...

Education
Mercy College   2000 — 2007
Bachelor of Science, Psychology

Long Beach Community College   1994 — 1995
Liberal Arts

Bronx Community College

New Horizons Computer Training School

The Assisium Secretarial School
Secretarial Certificate, Secretarial Skills

Experience
Customers Bank  2014 - Present
BNY Mellon Wealth Management   2013 - 2014
Sovereign Bank  2011 - 2013
Sovereign Bank  2010 - 2011
Sovereign Bank  2006 - 2009
Greenwood Credit Union  2002 - 2005

Skills
Commercial Lending, Cash Management, Small Business Lending, Loans, Commercial Banking, Banking, Consumer Lending, Credit, Lines Of Credit, Financial Services

Education
Johnson and Wales University   2012 — 2015
MBA, Accounting

University of Rhode Island   2002 — 2006
Bachelor of Science (BS)

Experience
UBS Wealth Management  October 2013 - Present
BNY Mellon Wealth Management   2006 - October 2013
Ernst & Young  2002 - 2006
Creel, García-Cuéllar, Aiza y Enríquez, S.C.   2000 - 2002

Skills
Foreign Languages, Native Spanish, Portuguese, Registered Trust and...

Education
NYU School of Continuing and Professional Studies   2008 — 2009
Professional Certificate in Art Business, Wealth Management in the Art Market

Kings College London   1998 — 1999
LLM, Masters Degree in International Business Law

Universidad Panamericana, Mexico City   1991 — 1996
Law

The American School Foundation, Mexico City   1985 — 1991

Experience
BNY Mellon Wealth Management   February 2011 - Present
Bank of New York Mellon  2005 - 2011
New York Life Trust Company   2004 - 2005
Morgan Stanley Trust  2000 - 2002

Skills
Personal Trust..., Fiduciary Services

Education
Seton Hall University School of Law   1995 — 1998
Juris Doctor

Hampton University, Hampton, VA   1990 — 1994
Bachelor of Arts, Political Science

Experience
BNY Mellon  July 2014 - Present
BNY Mellon Wealth Management   August 2013 - July 2014
84 Lumber  July 2012 - August 2013
84 Lumber  September 2011 - July 2012
Kudla's Service Center   February 2006 - September 2011
Kudla's Service Center   February 2006 - September 2011
Sandcastle Waterpark  June 2005 - August 2010

Skills
Management, Sales, Customer Service, Marketing, Entrepreneurship, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Time Management, Social Media, Event Planning, Public Speaking, Event Management

Education
Saint Vincent College   2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Saint Vincent College   2007 — 2011
Bachelor of Science, Business Management

Experience
BNY Mellon Wealth Management   May 2015 - Present
Parkworth Wealth Management, Inc   October 2014 - May 2015
Parkworth Wealth Management, Inc   May 2013 - August 2013
Scripps College  May 2012 - May 2013
Healthy Hair Bar   June 2012 - July 2012
Chappelle Solutions, LLC   June 2012 - July 2012
Scripps College  April 2012 - May 2012
Chappelle Solutions, LLC   December 2011 - May 2012
The Healthy Hair Bar   September 2011 - May 2012
Law Offices of Stephen M. Williams   August 2011 - August 2011

Skills
Microsoft Office, Spanish-speaking, Japanese, Editing, Blogging, LaTeX, Accountability, Marketing, Stata, Facebook, Analysis, Social Media Marketing, Research, Time Management, Teamwork, PowerPoint, Public Speaking, Leadership, Networking, QuickBooks, Windows, Writing, Tutoring, Critical Thinking, Piano, Swimming, Rock Climbing, Mathematics, Economics, Economic Research, Communication

Education
Claremont Consortium   2010 — 2014
Mathematical Economics, Mathematical Economics

Scripps College   2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics

Burlingame High School   2006 — 2010

Experience
BNY Mellon  December 2014 - Present
BNY Mellon Wealth Management   October 2013 - December 2014
BNY Mellon  March 2012 - October 2013
First National Bank of PA  June 2011 - March 2012
R&R Express, Inc.   June 2009 - June 2011
Allegheny Valley Bank  May 2010 - January 2011
Alpha Delta Pi Sorority  December 2009 - October 2010
GT Worldwide Logistics, Inc.   June 2009 - August 2009

Skills
Account Management, Retail Banking, Budget Preparation, Microsoft Excel, Accounting, Banking, Finance, Payments, Risk Management, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Insurance, Budgets, Data Analysis

Education
Penn State University   2007 — 2011
Bachelor of Science, Finance

Experience
BNY Mellon Wealth Management   August 2014 - Present
BNY Mellon Wealth Management   January 2013 - August 2014
BNY Mellon  November 2010 - January 2013
Citizens Bank  September 2009 - November 2010
Citizens Bank  January 2009 - November 2010

Skills
Banking, Credit, Investments, Mutual Funds

Education
Salem State College   2004 — 2008
Bachelor's degree, Marketing

Experience
BNY Mellon Wealth Management   November 2014 - Present
BNY Mellon Wealth Management   September 2009 - October 2014
BNY Mellon Wealth Management   October 2007 - September 2009
Things Remembered  August 2002 - January 2008

Skills
Leadership, Management, Wealth Management, Finance

Education
Pennsylvania State University-Erie Campus   1996 — 2000
Bachelor of Science (BS), Business, Liberal Arts & Sciences

Experience
BNY Mellon Wealth Management   1985 - 2013

Skills
Financial Analysis, Manage Client..., Microsoft Excel, Microsoft Word, New Business Development, Risk Management, Financial Risk, Credit Analysis

Education
Northern Illinois University